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Day 1 of the programme: 8 November 2017

Timing Topic
08:15 – 09:15 Registration
09:20 – 09:40 Opening Session
Master of Ceremonies - Bharat Jain

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
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.
09:40 – 10:50 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
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.
11:30 – 12:50 Policy discussion: the role of regulators – Indian case studies
Moderator- S.S. Mundra, Former Deputy Governor, Reserve Bank of India

‒ 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
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
This session will present insights from financial literacy surveys in the region and discuss what these mean for policy and practice
13:50 – 15:00 Experiences from across Asia
Moderator- Adele Atkinson, Senior Policy Analyst, Financial Affairs Division, OECD

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?
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.
15:30 – 17:00 Keynote address- Sandip Ghose, Director, National Institute of Securities Markets, India

Moderator- Jonathan Hollow , Head of Corporate Strategy and Innovation, Money Advice Service, United Kingdom

‒ 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

Day 2 of the programme: 9 November 2017

Timing Topic
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
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
10:25 – 11:10 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
This session will provide an opportunity to learn how countries are implementing the OECD/INFE Policy Framework for Investor Education
11:30 – 12:45 Moderator
Olaf Simonse, Money Wise Platform, Ministry of Finance, the Netherlands

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
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