Theme
Theme
Text Size
Text Size
S1

Programme Banner

Secondary Navigation

Events Programme

Programme Schedule

Timing Topic
08:15 - 09:15

Registration

09:20 - 09:40

Opening Session
Master of Ceremonies - Bharat Jain

Opening
‒ B. P. Kanungo, Deputy Governor, Reserve Bank of India
‒ Flore-Anne Messy, Head of the Financial Affairs Division, Directorate for Financial and Enterprise Affairs, OECD; and Executive Secretary of the OECD/INFE

Session 1.1: Financial literacy in the digital age

09:40 - 10:50

Technology permeates each and every part of our lives, both personal and professional, creating value and transforming our way of doing things. Despite the challenges and risks in a digital landscape, to make financial products and services accessible, affordable and cost efficient, going digital is not an alternative but a necessity. This session will explore the importance of financial literacy in the digital age.

Keynote addresses
‒ Ajay Bhushan Pandey, Chief Executive Officer of the Unique Identification Authority of India
‒ Diego Lombardo, Senior Analyst, Ministry of Treasury and Public Finance, Argentina (TBC)

10:10 - 10:50

Moderator- Flore-Anne Messy, Head of the Financial Affairs Division, OECD; and Executive Secretary of the OECD/INFE

In the chair
‒ Shahariah Othman, Director of Consumer and Market Conduct Department, Bank Negara Malaysia
‒ Diane Maxwell, Retirement Commissioner, Commission for Financial Capability, New Zealand

10:50 - 11:30

Break with poster presentations
Coral and Turquoise Banquet Hall Passage Area

Session 1.2: Multi-stakeholder support for financial education

11:30 - 12:50

Many stakeholders are concerned about the low levels of financial literacy among the populations they work with. This session shows how they are applying practical approaches to make a real and lasting difference.

POLICY DISCUSSION: THE ROLE OF REGULATORS – INDIAN CASE STUDIES
Moderator- S.S. Mundra, Former Deputy Governor, Reserve Bank of India

Panellists
‒ Surekha Marandi, Executive Director, Reserve Bank of India
‒ Nagendraa Parakh, Executive Director, Securities and Exchange Board of India
‒ M. Pulla Rao, Executive Director, Insurance Regulatory and Development Authority
‒ Anant Gopal Das, Chief General Manager, Pension Fund Regulatory & Development Authority

PRESENTATIONS FROM DIVERSE STAKEHOLDERS ON THEIR EXPERIENCE FROM THE GROUND
Speakers
‒ Ramraj Pai, President, CRISIL Foundation, India
‒ Yousra Hamed, Technical Expert, Social Finance Program, Enterprises Department, International Labour Organization
‒ Natalia Lozytska, Financial Literacy and Communications Director, USAID Financial Sector Transformation Project, Ukraine

12:50 - 13:50

Lunch

Session 1.3: Financial literacy in Asia – data, policies and practices

13:50 - 15:00

This session will present insights from financial literacy surveys in the region and discuss what these mean for policy and practice

EXPERIENCES FROM ACROSS ASIA
ModeratorAdele Atkinson, Senior Policy Analyst, Financial Affairs Division, OECD

Speakers
‒ Uma Shankar, Principal Chief General Manager, Reserve Bank of India
‒ Sarjito, Director of Inspections and Capital Market Investigations, Financial Services Authority, Indonesia
‒ Johnny Noe E. Ravalo, Assistant Governor, Office of Systemic Risk Management, Central Bank of the Philippines

15:30 - 15:30

Break

Session 1.4: Implementing and evaluating national strategies - what have we learnt?

15:30 - 17:00

Speakers will present and discuss the challenges faced and solutions found when implementing a national strategy for financial education, and describe effective ways of evaluating the success of the strategy.

Keynote addressSandip Ghose, Director, National Institute of Securities Markets, India

ModeratorJonathan Hollow , Head of Corporate Strategy and Innovation, Money Advice Service, United Kingdom

Panellists
‒ Maria Lúcia Leitão, Head of Banking Conduct Supervision Department, Banco de Portugal
‒ Armenuhi Mkrtchyan, Head of Consumer Rights Protection and Financial Education Center, Central Bank of Armenia
‒ João Evangelista de Sousa Filho, Senior Analyst, Department for Financial Citizenship, Banco Central do Brasil
‒ Yolanda Cue, Deputy Director General for Financial Inclusion, BANSEFI, Mexico

In the spotlight

17:00 - 17:30

WOMEN AND FINANCIAL LITERACY - TODAY AND TOMORROW
Usha Thorat, Former Deputy Governor, Reserve Bank of India

19:00 - 21:00

Cultural event followed by cocktail and dinner hosted by the Reserve Bank of India, Leela Ambience Convention Hotel

Timing Topic
09:30 - 09:40

WELCOME AND DAY 1 HIGHLIGHTS
Flore-Anne Messy, Head of the Financial Affairs Division, OECD; and Executive Secretary of the OECD/INFE

In the spot light

09:30 - 09:40

New research findings on financial education and financial literacy
Ruchika Singh, Senior Policy Manager and Finance SectorLead, J-PAL South Asia

Designing scalable and sustainable financial education interventions – Train the trainers, peer learning and self- guided learning
Uma Shankar, Principal Chief General Manager, RBI

Session 2.1: Tailoring delivery to target audiences in the digital age

10:25 - 11:10

The digital age provides new opportunities but has also introduced new challenges. This session will describe various approaches to delivering financial education that take into account the role of digitalisation

Financial education for school children and youth
David Boyle, Group Manager - Education, Commission for Financial Capability, New Zealand

Financial education in the workplace
Jérémie Ryan , Director, Financial Literacy and Stakeholder Engagement, Financial Consumer Agency of Canada

Financial literacy for older generations in the digital age
Sandra Boyd-Hoare, Senior Policy Officer, Australian Securities and Investments Commission

11:10 - 11:30

Break

Session 2.2: Supporting safe investment through financial education

11:30 - 12:45

This session will provide an opportunity to learn how countries are implementing the OECD/INFE Policy Framework for Investor Education

Moderator
Olaf Simonse, Money Wise Platform, Ministry of Finance, the Netherlands

Panellists
‒ David Kneebone , General Manager, Investor Education Centre, Hong Kong, China
‒ Lyndwill Clarke, Head of Consumer Education, Financial Services Board, South Africa
‒ Nagendraa Parakh, Executive Director, Securities and Exchange Board of India
‒ Pasquale Munafò, Securities and Exchange Commission (CONSOB), Italy

12:45 - 13:00

Closing Remarks
‒ Sonali Sengupta, General Manager, Reserve Bank of India
‒ Flore-Anne Messy, Head of the OECD Financial Affairs Division; and Executive Secretary of the OECD/INFE

13:00 - 13:45

Lunch

Roundtable on Financial Literacy and Financial Inclusion in Asia and the Pacific

14:00 - 14:15

Welcoming Remarks by RBI Deputy Governor (Development & Supervision)

14:15 - 14:30

Update by OECD/INFE on co-ordinated surveys of financial literacy and inclusion

14:30 - 15:30

OECD/INFE Survey on Financial Literacy and Inclusion

  • Presentations from Asia and Pacific countries
  • Discussion
14:30 - 15:30

OECD/INFE Survey on Financial Literacy and Inclusion

  • Presentations from Asia and Pacific countries
  • Discussion
15:30 - 16:00

Break

16:00 - 17:00

Competencies framework on financial literacy for MSMEs

  • Roundtable discussion on the application of core competencies when developing financial education programmes, and in particular when targeting micro and small enterprises
  • Discussion on approaches to measuring the core competencies of the owners and managers of micro and small enterprises
17:00 - 17:15

Closing Remarks

Asset Publisher