FI2020 Global Forum Preliminary Agenda Oct 2 2013

7/27/2019 FI2020 Global Forum Preliminary Agenda Oct 2 2013

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www.financialinclusion2020.org 1

Financial Inclusion 2020 Global ForumPreliminary Agenda (Updated October 2, 2013)

Side meetings begin Sunday, October 27 and continue Wednesday, October 30 after the Forum (see last page)

MONDAY, OCTOBER 28, 2013

8:00 a.m. 7:00 p.m. Event Registration and Information Station

11:00 a.m. 12:15 p.m.

Opening: The Case for Financial Inclusion Now

Diana Taylor and Mike Corbat launch the Forum with a discussion of the trends,commitments and incentives that put full financial inclusion by 2020 within our reach. Theensuing panel discussion will focus on new markets for financial services, with an emphasison insurance.

Confirmed Speakers: Mike Corbat (CEO, Citigroup), Luis Gallegos (Permanent Representative ofEcuador to the United Nations Office at Geneva), Michel Khalaf (President, EMEA, MetLife, Inc.),Martyn Parker (Chairman, Global Partnerships, Swiss RE), Diana Taylor (Managing Director,Wolfensohn & Company)

12:15 p.m. 1:30 p.m.Networking Lunch

The FI2020 Steering Committee hosts an interactive lunch.

1:30 p.m. 2:30 p.m.

Mapping the Invisible Market

Elisabeth Rhyne presents findings from the Center for Financial Inclusions Mapping theInvisible Market research, drawing on demographic and income trends to highlight theopportunities that exist for financial inclusion. Following an audience Q&A, policymakers andprivate sector leaders will consider the impact of these findings on their work.

Confirmed Speakers: Shamshad Akhtar (Assistant Secretary-General for Economic Development, UnitedNations), Gregory Keough (CEO, Mobile Financial Services), Michel Losembe (CEO of BanqueInternationale pour LAfrique du Congo, President of the Association of Congolese Banks), ElisabethRhyne (Managing Director, Center for Financial Inclusion)

2:30 p.m. 3:45 p.m.

Why Financial Inclusion is More Important Than We Ever Knew

Sendhil Mullainathan discusses the behavioral economics of poverty and presents findingsfrom his newly-released book, Scarcity: Why Having Too Little Means So Much , which hassurprising implications for how financial inclusion can fundamentally transform theunfortunate logic of poverty. Panelists will then reflect on ways to understand and design forthe needs of new customers.

Confirmed Speakers: Sendhil Mullainathan (Professor of Economics, Harvard University), ImeldaNicolas (Chairperson, Commission on Filipinos Overseas), Kamal Quadir (CEO, bKash), Michael Schlein(CEO, Accion), Bill Sheedy (Global Executive, Corporate Strategy, M&A, Government Relations andEurope, Visa, Inc.)

3:45 p.m. 4:15 p.m. Coffee/Tea Break

4:15 p.m. 5:30 p.m.

Global Trends & Emerging Markets

Ajay Banga and Michael Schlein discuss their visions for financial inclusion, including howchanging demographics create new markets, in a fireside chat. Both will take questions fromthe audience following their conversation. After, Aigboje Aig-Imoukhuede, Kennedy Bunganeand Edward Effah look at the obstacles to reaching customers at the base of the pyramid andways those obstacles can be overcome. Bob Annibale closes the session.

Confirmed Speakers:Aigboje Aig-Imoukhuede (CEO, Access Bank, Nigeria), Bob Annibale (GlobalDirector Community Development and Microfinance, Citigroup), Ajay Banga (CEO, MasterCard),Kennedy Bungane (CEO, Barclays Africa), Edward Effah (Managing Director, Fidelity Bank)


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5:30 p.m. 7:00 p.m.

Innovation Showcase & Reception

The FI2020 Steering Committee invites participants and speakers to participate in speednetworking focused on sharing innovations, followed by a networking reception.

TUESDAY, OCTOBER 29, 2013


9:00 a.m. 10:15 a.m.

Building a Roadmap to Financial Inclusion

Cherie Blair discusses why financial inclusion matters and presents highlights from theRoadmap, with live polling of the audience on the priorities, impacts and challenges of theRoadmap principles. A panel of private and public sector experts then considers how theserecommendations relate to initiatives by the G20 Global Partnership for Financial Inclusion,the Alliance for Financial Inclusion, the World Economic Forum, and others.

Confirmed Speakers: Cherie Blair (Founder, Cherie Blair Foundation), Susy Cheston (Senior Advisor,Center for Financial Inclusion), Bill Gajda (Global Head of Strategic Partnerships, Visa Inc.), TonyGoland (Director, McKinsey & Company), Anna Zelentsova (Co-Chair, G20 Global Partnership forFinancial Inclusion, Russian Federation Ministry of Finance)

10:15 a.m. 10:30 a.m. Coffee/Tea Break

10:30 a.m. 12:30 p.m.

Roundtable Breakout Sessions: From Ideas to Action

In 14 concurrent sessions led by international experts, participants discuss the Roadmaprecommendations and identify priorities based on impact and implementation. (Oneroundtable session will be conducted in Spanish.)

12:30 p.m. 2:00 p.m.

Plated Lunch

The 2013 MicroScope on the Microfinance Business Environment is announced by theEconomist Intelligence Unit, the InterAmerican Development Bank, Citi, CAF and Accion.

2:00 p.m. 3:15 p.m.

Balancing Access & Protection: Lessons Learned from Peru

Peru is widely recognized as a leader in financial inclusion, with policymakers and providers

actively innovating to implement financial inclusion. This plenary session will apply theFI2020 Roadmap principles to Peruvian financial inclusion efforts to date and identify bothchallenges and success on the ground. Thought leaders from the public and private sectorsfocus on ways to increase access for all and on value for customers.

Confirmed Speakers: Oscar Graham (Director, Ministry of Economics and Finance, Peru), Gino Picasso(CEO, GloboKasNet), Mariela Zaldivar (Manager of Products and Client Services, SBS Peru)

3:15 p.m. 3:45 p.m. Coffee/Tea Break

3:45 p.m. 5:00 p.m.

Breakout Sessions: Lessons Learned from Financial Includers in Key Markets

Moderated discussion sections calibrate how the Roadmaps to Inclusion relate to nationalstrategies for financial inclusion, both in policymaking and in practice. These concurrentsessions, which will inform the ongoing development and global implementation of theRoadmaps, include:

United States and the United Kingdom:Applied behavioral insights. Panelists willdiscuss new models that foster positive financial behavior and decision-makingamong low-income people.

Confirmed Speakers:Andrea Levere (President, Corporation for Enterprise Development),Rachel Schneider (Senior Vice President of Insights & Analytics, Center for Financial ServicesInnovation), Piyush Tantia (Executive Director, ideas42), Sian Williams (Head of FinancialInclusion, Toynbee Hall)

Innovation in Client Data Analytics. Innovators and experts focus on the analysis of


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alternative digital footprintsand answer the question can they enable financialservice providers to reach excluded clients?

Confirmed Speakers: Arjuna Costa (Investment Partner, Omidyar Network), Richard Eldridge(Co-Founder & Asia CEO, Lenddo), Mark Hookey (Founder & CEO, DeMyst Data), Jojo Malolos(Managing Director, Cignifi), Narda Sotomayor Valenzuela (Senior Economist, SBS Peru)

Reserve Bank of Indias Strategy for Financial Inclusion and Deepening. BinduAnanth and Nachiket Mor, members of the new RBI Committee on Comprehensive

Financial Services for Small Businesses and Low-Income Households, lead a highlyinteractive working session to identify and discuss key issues with which thecommittee is grappling in order to accelerate financial inclusion and increasefinancial deepening in India.

Confirmed Speakers: Bindu Ananth (President, IMFR Trust), Nachiket Mor (Chair, ReserveBank of India Committee on Comprehensive Financial Services for Small Businesses and Low-Income Households)

7:00 p.m. 8:00 p.m. Pre-dinner Reception

8:00 p.m. 10:00 p.m. Dinner of Inclusion

WEDNESDAY, OCTOBER 30, 2013


9:00 a.m. 10:00 a.m.

Accelerating Financial Inclusion in India

A panel of financial inclusion leaders from Indiafrom banking, government andmicrofinancewill respond to the Roadmap principles based on their experience and discussthe future of financial inclusion in India.

Confirmed Speakers: Alok Prasad (CEO, Microfinance Institutions Network), Nachiket Mor (Chair,Reserve Bank of India Committee on Comprehensive Financial Services for Small Businesses and Low-Income Households), Duvvuri Subbarao (Former Governor, Reserve Bank of India)

10:00 a.m. 11:00 a.m.

Building Infrastructure & Spurring Innovation

Tilman Ehrbeck discusses the ripple effects that one area of innovation (such as mobilemoney) can have on others. Nick Hughes, Isaac Awuondo and Dylan Higgins show how theripple of mobile money is playing out in Kenya.

Confirmed Speakers: Isaac Awuondo (Group Managing Director, CBA), Tilman Ehrbeck (CEO,Consultative Group to Assist the Poor), Dylan Higgins (CEO, Kopo Kopo), Nick Hughes (Founder, M-PESA and M-KOPA)

11:00 a.m. 11:30 a.m. Coffee/Tea Break

11:30 p.m. 12:30 p.m.

Closing: Call to Action

The Global Forum closes with a call to action to providers and policymakers.

Confirmed Speakers: Pamela Flaherty (CEO, Citi Foundation), Carlos Lopez Moctezuma (Global Director

for Financial Inclusion, BBVA), Elly Ohene-Adu (Head of Banking Department, Bank of Ghana), MichaelSchlein (CEO, Accion)

12:30 p.m. 1:30 p.m.Box Lunch

Box lunches are available to take to side meetings or to enjoy with new colleagues.


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WEDNESDAY, OCTOBER 30, 2013

7:30 a.m. 8:45 a.m.

Consumer Protection: Moving the Roadmap to ActionConsumers International and the SMART Campaign co-host a strategy session focused on moving the FI2020Client Protection Roadmap forward to improve consumer protections for BOP clients. Breakfast will be servedbeginning at 7:00 a.m.(By invitation. Please contact [email protected] if interested.)

1:00 p.m. 2:30 p.m.

Launch of the EIU MicroScopeThis panel will present the findings of the 2013 Global MicroScope on the Microfinance Business Environment,which evaluates and benchmarks 55 countries on the regulatory and business environment for microfinance.The panel will discuss how the MicroScope's findings will affect financial inclusion.

(Open to FI2020 Global Forum guests and the public.)

2:00 p.m. 3:30 p.m. Financial Capability: Moving the Roadmap to Action

Jasmine Thomas of Citi Foundation will lead an interactive session on financial capability.


SUNDAY, OCTOBER 27, 2013

7:00 p.m. 9:00 p.m.

Special Focus Meeting: Financial Inclusion for Persons

with Disabilities

Disability and business leaders will share theirexperiences on what works, along with challenges andnew approaches for financial inclusion for PWDs.Participants are encouraged to provide insighton someof the challenges they face when accessing financialservices and adopting accessible solutions.

(By invitation. Please contact [email protected] if

interested.)

MONDAY, OCTOBER 28, 2013

8:00 a.m. 10:30 a.m.

Special Focus Meeting: Financial Inclusion for Personswith Disabilities

An expert panel will discuss the economic impact ofinaccessible solutions, how it affects us all and what isbeing done globally to close the accessibility gap.Leaders will focus on the importance of collaborationbetweenfinancial service providers, ICT providers andpersons with disabilities to achieve financial inclusionfor all.


For any questions regarding side sessions, please [email protected].

Documents

FI2020 Global Forum Preliminary Agenda Oct 2 2013