| 05/11/2014 | ||||||
 8:00 am - 9:00 am |
Registration & Continental Breakfast | |||||
| 9:00 am - 9:05 am |
INTRODUCTION Please install flash to listen to streamed versions of the audio file Dorothy Stuehmke, Program Officer, Citi Foundation
Neil Khor, Senior Fellow, Think City, Malaysia
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| 9:05 am - 9:15 am |
WELCOME REMARKS Please install flash to listen to streamed versions of the audio file Jennifer Hughes, Asia Financial Correspondent, Financial Times
Shengman Zhang, Chairman, Asia Pacific, Citi
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| 9:15 am - 9:35 am |
OPENING ADDRESS Please install flash to listen to streamed versions of the audio file YBhg Tan Sri Dato’ Sri Dr Zeti Akhtar Aziz, Governor, Bank Negara Malaysia |
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| 9:35 am - 10:35 am |
INTERNATIONAL KEYNOTE SESSION Please install flash to listen to streamed versions of the audio file Are Cities Rising to the Challenge?As the engines of national economies, cities are
increasingly playing a central role intackling inequality and generating economic
opportunity and mobility. While one metric of success for policies and programmes
is cost-effectiveness, it is equally important to measure the extent to whichlow-income households benefit from formal
financial services and products that help them build long-term wealth and better
manage often high expenses associated with urban living. As urban populations
grow and become more diverse, how can cities become catalysts of large-scale
economic advancement and financial inclusion? What is the ideal model for cross-sector
partnerships to deliver the most impact for low-income communities? To what
extent do technological advances play a role in paving the way for more
positive outcomes?
Donald Low, Associate Dean and Senior Fellow, Lee Kuan Yew School of Public Policy Moderator: Dorothy Stuehmke, Program Officer, Citi Foundation
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| 10:35 am - 11:05 am |
Networking Break | |||||
| 11:05 am - 12:25 pm |
CONCURRENT PANEL DISCUSSIONS Financial Education Showcase (Part One) Experts from around the world share examples of the latest
innovative programmes and solutions aimed at boosting the financial capability
of low-income urban residents amid rapidly changing demographic and economic
environments.
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Session A Please install flash to listen to streamed versions of the audio file Financial Capability Across the Life CycleDemographic
shifts have the potential to impact the stability of urban economies as well as
the financial security of a city’s inhabitants. Promoting sound financial
management and practices across population segments, including short- and
long-term planning and saving, is critical. This session will show how NGOs are
working across stakeholder groups to promote consumer financial capability and
prepare urban residents for new demographic realities.
(Presentation - PDF File)
Sonja Kelly, Fellow, Center
for Financial Inclusion at Accion
Joanna Portilla, Chair, People's Association
Women's Integration Network, Singapore
Moderator: Guy Matthews,
Managing Director, Public Affairs Officer, Citi Japan
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Session B Please install flash to listen to streamed versions of the audio file Financial Education for Urban Youth -- Entrepreneurship
The number of young people living in the world’s less developed regions is at an all-time high, underlining the ongoing challenge of how to best provide the education and employment opportunities that will enable this group to contribute to the long-term prosperity of their local economies. While entrepreneurship has the potential to drive economies by creating jobs and businesses, low-income youth often lack the right skillsets to launch sustainable enterprises. Specialists present youth entrepreneurship initiatives that include the financial education components necessary to achieve positive outcomes.
(Presentation - PDF File)
Moderator: Adam Rahman, Managing Director, Head of Corporate Affairs, Citi Singapore |
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| 12:30 pm - 1:50 pm |
LUNCH | |||||
| 1:55 pm - 3:15 pm |
CONCURRENT PANEL DISCUSSIONS Financial Education Showcase (Part Two) |
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Session C Please install flash to listen to streamed versions of the audio file Maximising Financial Education for Success
As youth populations increase, both from increased migration and natural growth, they face challenges obtaining the training and skillsets that will position them to become gainfully employed. This is a particular problem for young people from disadvantaged backgrounds and young migrants who have little if no work experience, and are already out of school. Practitioners share programmes that provide quality market-driven vocational and financial capability training to disadvantaged and migrant youth. (Presentation - PDF File)
Moderator: Koh Noi Keng, Chair, Citi-NIE Financial Literacy Hub, National Institute of Education, Singapore
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Session D Please install flash to listen to streamed versions of the audio file Managing Everyday Financial Life
Financial planning and management is essential for building financial stability in households. Promoting responsible money management can help to prevent financial troubles while helping families and low-income population segments achieve financial security. Experts present initiatives with integrated financial education approaches that encourage long-term behavioural change.
(Presentation - PDF File)
Modoerator: Rakesh Kaul, Country Head, Retail Banking & Mortgages, Citi Malaysia |
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| 3:15 pm - 3:45 pm |
Networking Break | |||||
| 3:45 pm - 4:45 pm |
PLENARY PANEL DISCUSSION Forging Effective Multi-Sector Partnerships to Achieve Success at Scale in Urban Environments Many large-scale financial education programmes combine the strengths of
the public, private and social sectors to promote financial empowerment and
inclusion, particularly among low-income population segments. How have model
initiatives been designed and tailored to improve outcomes for low-income
communities? What are the measures of success? What obstacles must be overcome
for such partnerships to become effective and yield long-term, sustainable results?
Fiona Liao, Chief Brand Officer, Prudential Assurance Malaysia Berhad Dato’ Paul Selva Raj, CEO, Federation of Malaysian Consumers Associations (FOMCA)
Noelle Tan, Chief Operating Officer, Generasi Gemilang, Malaysia (Presentation - PDF File)
Moderator: Kathy Hurley, Executive Vice President, Education Alliances, Pearson Foundation |
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| 4:45 pm - 5:45 pm |
PLENARY SESSION |
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| 5:45 pm - 7:00 pm |
COCKTAIL RECEPTION | |||||
| 7:00 pm - 9:30 pm |
GALA DINNER | |||||
| 06/11/2014 | ||||||
| 8:30 am - 9:00 am |
Continental Breakfast | |||||
| 9:00 am - 10:00 am |
PLENARY PANEL DISCUSSION Please install flash to listen to streamed versions of the audio file Optimising National Financial Education StrategiesWhile a number of countries around the world have launched
national financial education strategies, much more remains to be
done to ensure these frameworks have the leadership and systemic
impact to drive progress in financial capability and inclusion. Senior
public and private sector representatives discuss the key elements
that must be in place for national strategies to produce major
success at scale across all income levels and age groups.
Hope Ewing, Senior Director and Head of Financial Education, Asia
Pacific, Visa
Dan Iannicola, President and CEO, The Financial Literacy Group
(Presentation - PDF File)
Kelera Taloga, Deputy Secretary - Professional, Ministry of
Education, Fiji
Moderator: Kathy Hurley, Executive Vice President, Education Alliances, Pearson Foundation
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| 10:00 am - 10:45 am |
PANEL OF CENTRAL BANKERS Please install flash to listen to streamed versions of the audio file Senior central bank leaders share their insights on initiatives and partnerships that are designed to promote financial education and inclusion, and discuss the role practitioners and researchers can play in helping them achieve their programmatic and policy goals, particularly those targeting low-income, urban communities.Prudence Kasala, Head, Financial Consumer Protection Department, Bangko Sentral ng Pilipinas |
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| 10:45 am - 11:15 am |
Networking Break | |||||
| 11:15 am - 12:45 pm |
CONCURRENT TECHNICAL WORKSHOPS Experts from around the world conduct workshops
focused on innovative design elements that aim to improve the effectiveness and
implementation of financial education programmes. Pre-registration is required.
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Session A Please install flash to listen to streamed versions of the audio file Mobile App WorkshopThis
interactive session will guide the audience through the stages of how to plan,
translate and build financial capability content into a mobile application. As
part of the session, the audience will learn how to define clear goals and
problems to be solved as well as how to keep the design process true to the
original concept. Participants will be guided through the stages of testing,
promoting and launching an app. Strategies for managing technical limitations
and functionality challenges will also be discussed.
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Session B Please install flash to listen to streamed versions of the audio file Human-Centered Design Workshop (Part One)This workshop will focus on how to use the principles of human-centered design to create solutions that meet the financial capability needs of the poor. Participants will be led through a series of structured exercises -- from identifying a problem and testing hypotheses to collaboratively designing a solution that takes the end user into account.
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Session C Please install flash to listen to streamed versions of the audio file Evaluation Workshop: Gathering Rigorous Evidence to Inform Financial Product and Programme Design (Part One)This workshop is designed for practitioners who would like to learn what a rigorous evaluation system entails, how it is designed and set up, and whether it has the potential to provide applicable learnings about a product or programme's effectiveness. The session will address how evaluation can be used not only to test programmes but also to determine the most effective design variations for those initiatives before they are scaled. Participants will learn how to design a simple randomised controlled trial (simple RCT), while also exploring key design considerations and examples of innovative products and programmes that might inform their future initiatives.
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| 12:50 pm - 2:15 pm |
LUNCH | |||||
| 2:15 pm - 3:45 pm |
CONCURRENT TECHNICAL WORKSHOPS | |||||
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Session A Please install flash to listen to streamed versions of the audio file Consumer Capability Platform Demonstration and WorkshopThis workshop will share and demonstrate a new online platform that uses consumer behavioural analytics and financial education at the point of accessing financial products. The aim is to increase consumer options and improve financial behaviour around such areas as loan repayment, credit scores, savings, etc.
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Session B Please install flash to listen to streamed versions of the audio file Human-Centered Design Workshop (Part Two)This workshop will focus on how to use the principles of human-centered design to create solutions that meet the financial capability needs of the poor. Participants will be led through a series of structured exercises -- from identifying a problem and testing hypotheses to collaboratively designing a solution that takes the end user into account.
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Session C Evaluation Workshop: Gathering Rigorous Evidence to Inform Financial Product and Programme Design (Part Two) This workshop is designed for practitioners who would like to learn what a rigorous evaluation system entails, how it is designed and set up, and whether it has the potential to provide applicable learnings about a product or programme's effectiveness. The session will address how evaluation can be used not only to test programmes but also to determine the most effective design variations for those initiatives before they are scaled. Participants will learn how to design a simple randomised controlled trial (simple RCT), while also exploring key design considerations and examples of innovative products and programmes that might inform their future initiatives.
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| 3:45 pm - 4:15 am |
Networking Break | |||||
| 4:15 pm - 5:15 pm |
PLENARY PANEL DISCUSSION Please install flash to listen to streamed versions of the audio file Establishing cities as catalysts for mass progressSenior
policy-makers, financial service providers and practitioners discuss the
steps required for cities to become catalysts for a massive expansion of
financial capability efforts. Special attention will be given to the types of
innovation that are needed to make substantial progress in financial education
programmes, the steps some cities have taken to align policy with public
financing, and the key areas such as social mobility, wealth-building and the
enhancement of the urban talent pool that should be the centres of focus.
Vivian Lau, President, JA Asia Pacific
Indrani Thuraisingham, Head of Asia Pacific and Middle East,
Consumers International
Betty Wilkinson,
Director, Public Management, Financial Sector and Trade Division, Central and
West Asia Department, Asian Development Bank
Joanne Yoong, Senior Economist and Director, Center for Economic and Social Research (East), University of Southern California, and Assistant Professor, National University of Singapore
Moderator: Jennifer Hughes, Asia Financial Correspondent, Financial
Times
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| 5:15 pm - 5:30 pm |
CLOSING REMARKS Please install flash to listen to streamed versions of the audio file |
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