For enquiries, please contact:
Tel:+852 2905 5515
Fax:+852 2537 1211
Email:FinEdSummit@ft.com
 November 28 - SUMMIT DAY 1
08:00 - 09:00 Registration & Continental Breakfast
CO-CHAIRS Graham Macmillan, Senior Program Officer for Financial Inclusion, Citi Foundation
Ligwina Poerwo-Hananto, CEO, Quantum Magna Financial
09:00 - 09:15 WELCOME REMARKS
Shirish Apte, CEO, Asia Pacific, Citi
David Pilling, Asia Editor, Financial Times
09:15 - 09:35 OPENING ADDRESS
Muliaman Hadad, Deputy Governor, Bank Indonesia

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(Download - Day 1 Welcome Remarks and Opening Address .mp3 File)

Introduced by: Tigor M Siahaan, Citi Country Officer, Citi Indonesia
09:35 - 10:45 INTERNATIONAL KEYNOTE SESSION
The Role of Financial Education in the Financial Inclusion Agenda
The rapid economic growth in many emerging markets in Asia Pacific has not been matched by a proportionate distribution of wealth, with an estimated 1.5 billion people in the region still unbanked and therefore economically disempowered. Increasing access to basic financial products and services is moving up the agenda of many international organisations. To what extent should financial education be a key component of financial inclusion efforts? What are the consequences of providing access without education?

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(Download - Day 1 International Keynote Address .mp3 File)

Deborah Drake, Vice President, Investing in Inclusive Finance, Center for Financial Inclusion, ACCION International
(Presentation - PDF File)
JC Parrenas, Coordinator, Advisory Group, APEC Financial System Capacity Building
(Presentation - PDF File)
Peter van Rooij, Director, International Labour Organization (ILO) Country Office for Indonesia
(Presentation - PDF File)

Moderator: Robert Annibale, Global Director, Citi Microfinance and Community Development
10:45 - 11:15 Networking Break
11:15 - 12:30 CONCURRENT PANEL DISCUSSIONS
Financial Education Showcase
Experts from around the world share examples of programmes that are addressing the financial education needs of large-scale communities at the Base of the Pyramid.

Delegates can choose a session according to their interests. Each session will be led by a moderator and will include brief presentations by each of the panellists and additional time for dialogue.
Session A:
Increasing the Financial Capability of Microentrepreneurs
Enabling people from low-income communities to access microfinance products to start their own small businesses is a key driver for income generation and asset building. Experienced practitioners from different regions explain how they also provide microentrepreneurs with the financial knowledge and skills needed for success.

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(Download - Day 1 Session A .mp3 File)

John Mwara, Managing Director, Faulu Kenya
(Presentation - PDF File)
Edzel Ramos, Training Director, CARD MRI, Philippines
(Presentation - PDF File)

Moderator: Shafiq Dhanani, President Director, Mitra Bisnis Keluarga (MBK) Ventura, Indonesia
Session B:
Leveraging Mobile Banking Channels for Client Education
The use of mobile devices such as mobile phones to provide banking services is advancing rapidly, and is especially important in developing countries with large populations and limited infrastructure. Specialists in this field outline financial education interventions that support these new banking channels and help to accelerate financial inclusion.

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(Download - Day 1 Session B .mp3 File)

Cheryl Lualhati Balingit, Special Projects Coordinator, USAID-supported Rural Bankers of the Philippines-Microenterprise Access to Banking Services (RBAP-MABS) Program
(Presentation - PDF File)
Abhishek Sinha, CEO, Eko India Financial Services
(Presentation - PDF File)

Moderator: Christopher Tan, Regional Director for East and Southeast Asia, Grameen Foundation
12:30 - 14:15 LUNCH & SPECIAL ADDRESS
Bridging the Financial Divide – Building Base-of-the-Pyramid Capability

Karin Finkelston, Vice President, Asia Pacific, IFC
(Presentation - PDF File)

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(Download - Day 1 Lunch & Special Address .mp3 File)

Introduced by: Robert Annibale, Global Director, Citi Microfinance and Community Development
14:15 - 15:30 CONCURRENT PANEL DISCUSSIONS (continued)
Session C:
Increasing the Financial Well-being of Migrant Workers
The flow of funds from migrant workers to their families has enormous economic impact, but these transactions need to be managed carefully by both remitters and receivers to generate wealth and sustain their long-term financial well-being. Experts share their insights on financial education programmes specially designed for this significant target group.

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(Download - Day 1 Session C .mp3 File)

Irma Cosico, Chief Operations Officer, ASKI Global, Singapore
(Presentation - PDF File)
Yoko Doi, Financial Specialist, Access to Finance, Finance and Private Sector Development, World Bank
(Presentation - PDF File)

Moderator: Erlijn Sie, General Manager, Banking With The Poor Network
Session D:
Leveraging Correspondent Banking Networks for Client Education
Correspondent banking (also known as agent banking) is evolving to become a major channel for the distribution of basic banking services, particularly in remote and rural areas. Pioneers in this field discuss the financial education initiatives they have put into place to enhance the success of these networks, which are often reliant on retail or postal outlets.

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(Download - Day 1 Session D .mp3 File)

Anil Kumar, CEO, IFMR Rural Finance, India
(Presentation - PDF File)
Yves Moury, President and CEO, Fundacion Capital, Colombia
(Presentation - PDF File)

Moderator: Nining Soesilo, Director, UKM Center FEUI, Indonesia
15:30 - 16:00 Networking Break
16:00 - 17:45 PLENARY PANEL DISCUSSION
Counting the Cost – Establishing the Business Case for Financial Education
How can financial capability programmes, especially for low-income groups, be developed and delivered in a cost-effective and commercially viable way? Is there a proven business case for financial education, bearing in mind the level of resources that need to be invested to achieve sustained positive behavioural change?

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(Download - Day 1 Plenary Panel Discussion .mp3 File)

Leslie Barcus, Program Director of Financial Education, Microfinance Opportunities
(Presentation - PDF File)
Anamitra Deb, Senior Project Manager, Monitor Inclusive Markets
Jerry Ng, President Director, Bank Tabungan Pensiunan Nasional, Indonesia

Moderator: Jasmine Thomas, Program Officer for International Financial Capability & Asset Building, Citi Foundation
18:30 - 19:30 COCKTAIL RECEPTION
19:30 - 22:00 GALA DINNER & SPECIAL ADDRESS

Tri Mumpuni, Executive Director, People Centred Economic and Business Institute (IBEKA), Indonesia, and 2011 Ramon Magsaysay Awardee

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(Download - Day 1 Gala Dinner & Special Address .mp3 File)

Introduced by: Tigor M Siahaan, Citi Country Officer, Citi Indonesia
 NOVEMBER 29 - SUMMIT DAY 2
08:30 - 09:00 Continental Breakfast
09:00 - 09:45 KEYNOTE SESSION
Empowering Tens of Millions – The World’s Biggest Financial Education Challenges
Senior decision-makers from some of the world’s most populous countries discuss the measures they have put into place to boost financial capability, the role of multi-stakeholder partnerships in ensuring large-scale success, and the obstacles that still need to be overcome.

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(Download - Day 2 Keynote Session .mp3 File)

Duan Jining, Director-General, Supervisory Cooperation Department for Banking Innovation, China Banking Regulatory Commission

Introduced by: Pungky Purnomo Wibowo, Executive Researcher, Banking Research and Regulation Directorate, Bank Indonesia
09:45 - 11:15 PLENARY PANEL DISCUSSION
Focus on Youth – Financial Tools for the Next Generation
Establishing good money management values and habits at an early age helps to improve the financial capability of current and future generations, and can be transformational for young people from underprivileged backgrounds. How can financial education be optimised for schools, especially those in disadvantaged communities, as well as reach out-of-school and unemployed youth?

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(Download - Day 2 Plenary Panel Discussion .mp3 File)

John Gore, former Chief Education Officer, New South Wales Department of Education and Training, Australia
(Presentation - PDF File)
Mimi Han, Executive Committee Member, National YWCA of Korea
(Presentation - PDF File)
Frans Purnama, Country Microfinance Advisor, Plan Indonesia
(Presentation - PDF File)

Moderator: Kathy Hurley, Executive Vice President, Education Alliances, Pearson Foundation
11:15 - 11:45 Networking Break
11:45 - 13:00 CONCURRENT PANEL DISCUSSIONS
Financial Education Showcase
Experts from around the world share examples of programmes that are building financial awareness and increasing the demand for financial education by leveraging media, or by tailoring content for specific groups.

Delegates can choose a session according to their interests. Each session will be led by a moderator and will include brief presentations by each of the panellists and additional time for dialogue.
Session A:
Financial Edutainment Strategies – Using Television
Despite the increasing popularity of the internet, television remains a highly significant medium to reach large numbers of people across most income levels. Financial education providers show how television is being used in different parts of Asia to increase financial awareness and knowledge among youth and adults in an entertaining and effective way.

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(Download - Day 2 Session A .mp3 File)

Julie Lyle, Chief Marketing Officer, Prudential Corporation Asia
(Presentation - PDF File)
Paul Selva Raj, Vice President, ERA Consumer Malaysia
(Presentation - PDF File)

Moderator: Vira Widiyasari, Unified Sales Head, Retail Consumer Bank, Citi Indonesia
Session B:
Financial Education for Islamic Communities
Islamic banking, which ensures that financial products and services are consistent with the principles of Islamic law (Sharia), has been growing steadily. Experts discuss consumer issues related to Islamic banking products and the ways in which the development and delivery of financial education materials may need to be adapted for Islamic communities.

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(Download - Day 2 Session B .mp3 File)

Mohamed Akwal Sultan, Chairman, People's Systems Consultancy, Malaysia
(Presentation - PDF File)
Tirta Segara, Head, Bureau of Islamic Banking, Bank Indonesia
(Presentation - PDF File)

Moderator: Cary Clark, Financial Literacy Trainer, World Bank Family Network
13:00 - 14:30 LUNCH & SPECIAL ADDRESS
Focus on Women – Financial Security for Successful Ageing

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(Download - Day 2 Lunch & Special Address .mp3 File)

Mary Ann Tsao, President, Tsao Foundation, Singapore
(Presentation - PDF File)
Endang Sulfiana, Chair of Management Board, Center for Women's Resources Development, Indonesia
(Presentation - PDF File)

Introduced by: Marita Alisjahbana, Country Risk Head, Citi Indonesia
14:30 - 15:45 CONCURRENT PANEL DISCUSSIONS (continued)
Session C:
Financial Edutainment Strategies – Using Multimedia Content to Engage Target Audiences
Educators are increasingly using a combination of text, audio, still images, video or interactive content to engage target audiences, communicate key messages and reinforce learning points. Financial education providers share their experience with multimedia tools that are helping to build the financial capability of youth and adults in developing economies.

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(Download - Day 2 Session C .mp3 File)

Jaya Burathoki, Senior Project Coordinator, YouthSave, Save the Children, Nepal
Robyn Robertson, Director of Financial Education, Opportunity International
(Presentation - PDF File)

Moderator: Harsya Prasetyo, Investment, Treasury Product and FX Sales Head, Retail Consumer Bank, Citi Indonesia
Session D:
Financial Education for Communities in Disaster-Prone Areas
The need to prepare for and cope with floods, earthquakes and other natural disasters has never been more pressing, and the lack of financial capability within poor communities creates an additional layer of vulnerability. Development sector specialists explain how financial education can be a valuable component of disaster mitigation and disaster response strategies.

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(Download - Day 2 Session D .mp3 File)

Jennifer Oomen, Housing Finance Manager, Asia Pacific, Habitat for Humanity International
(Presentation - PDF File)
Leesa Shrader, Senior Director for Financial Innovation, Mercy Corps
(Presentation - PDF File)

Moderator: Hope Ewing, Director, Corporate Relations, APCEMEA, Visa Worldwide
15:45 - 16:15 Networking Break
16:15 - 17:45 PLENARY PANEL DISCUSSION
Achieving the Ultimate Goal - Financial Capability for All
To eradicate financial illiteracy and create a world where everyone has at least a basic level of financial competence, what are the key challenges and solutions? To what extent should financial education be integrated with consumer protection, or should it have its own strategies, policies and national frameworks? How can the strengths of different stakeholders be combined to make faster progress?

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(Download - Day 2 Plenary Panel Discussion .mp3 File)

Pungky Purnomo Wibowo, Executive Researcher, Banking Research and Regulation Directorate, Bank Indonesia
(Presentation - PDF File)
Jonathan Larsen, Head of Consumer Banking, Citi Asia Pacific
(Presentation - PDF File)
Inez Murray, Executive Vice President of Programs, Women’s World Banking
(Presentation - PDF File)
Indrani Thuraisingham, Head, Consumers International, Asia Pacific and the Middle East
(Presentation - PDF File)

Moderator: David Pilling, Asia Editor, Financial Times
17:45 - 18:00 CLOSING REMARKS
Tigor M Siahaan, Citi Country Officer, Citi Indonesia

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(Download - Day 2 Closing Remarks .mp3 File)
18:00 - 19:00 CLOSING COCKTAIL RECEPTION

The organiser reserves the right to alter the programme and speakers as may be necessary.