Challenges and Opportunities for Financial Inclusion. Programme Sheraton Hotel Maria Isabel, Mexico City Fiestas Room

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1 Day 1: Thursday, November 20 th :30-09:00 Sheraton Hotel Maria Isabel, Mexico City Fiestas Room Registration 09:00-10:00 Opening Ceremony Mr. Jorge Estefan Chidiac, President of the WSBI s Latin-American and Caribbean Regional Group and General Director of Banco del Ahorro Nacional y Servicios Financieros (BANSEFI), Mexico. Mr. Chris De Noose, Managing Director of the WSBI. Mr. Heinrich Haasis, President of the World Savings and Retail Banking Institute (WSBI) and of the Deutscher Sparkassen und Giroverband. Mr. Fernando Aportela Rodríguez, Under Secretary of Finance and Public Credit, Secretariat of Finance and Public Credit (SHCP) 10:00-10:30 Keynote speech: Strengthening of the financial system s structure to foster financial inclusion. Dr. Manuel Ramos Francia, Deputy Governor Banco de México. 10:30-11:00 Coffee break

2 11:00-12:30 Session 1: Financial system regulatory framework, structure and competition. Consider the challenges of balancing regulation and financial inclusion. To assess the impact of regulation and supervision on market development. - What are the policies responses required to move forward on financial inclusion? - Does the regulatory framework allows adapting products and services to customer needs? - What are the benefits of regulation for financial inclusion? - What are the regulatory mechanisms to mitigate the over indebtedness while fostering financial inclusion? Moderator: Mr. Rodrigo Valdés Pulido, President, Banco Estado, Chile. Mr. Narciso Campos Cuevas, Head of the Banking, Securities and Savings Unit, Secretariat of Finance and Public Credit. The Regulatory Framework in Mexico: Towards an Inclusive Financial System. Mr. Bernardo González, Vice-President for Regulatory Policy, National Banking and Securities Commission. Importance of financial inclusion in the region with a balanced regulation. Ms. Fanny Warman, Researcher, CEMLA. Non-bank Banks in the structure of the financial system in Latin America. Mr. Rudy Víctor Araujo, General Secretary of the Association of Supervisors of Banks of the Americas (ASBA). Financial regulation challenges to foster financial inclusion. 12:30-14:00 Lunch Buganvilias Room

3 14:00-15:30 Challenges and Opportunities for Financial Inclusion Session 2: Analysis of financial services demand and market trends in Latin America and the Caribbean. Understanding the demand for financial services according to its demographic and socioeconomic characteristics to design effective products and retain customers as clients. Identify demand trends according to access to technology and communication. (phone vs. basic mobile phone). - How do demographic changes affect the financial sector? - What are the challenges faced by suppliers to meet the demand for financial services? - Does demand change depending on the access to technology? (smart phone vs. basic mobile phone). Moderator: Ms. Gabriela Zapata, Consultant for CGAP/ World Bank Group. Mr. Edward C. Brandt, Executive Vicepresident and Managing Director, MasterCard. Innovation addressing financial inclusion challenges. Ms. Caitlin Sanford, Demand Director, Bankable Frontier Associates. Initial findings on client demand from the Mexican Financial Diaries. Ms. Sonja Kelly, Center for Financial Inclusion, Accion. Challenges on financial services demand for the year Mr. Beto Lopez, Design Director, Customer centricity in the design of financial products and services, IDEO. Keep the change. 15:30-16:30 Coffee break + group picture

4 Session 3: Solution and product/channel innovation. 16:30-18:00 Current innovative regulatory changes that promote financial inclusion. Identify new tools that meet the demand for financial services effectively and competitively. - What business models promote the competitiveness of financial institutions? - What innovative solutions encourage savings? - How to leverage marketing networks to expand the supply of financial services? Moderator: Mr. José Luis Negrín, Director for Financial Services Evaluation, Banco de México Mrs. Yolanda Cue López, Deputy General Director for Institutional Banking, BANSEFI. Distribution of Gubernamental Programs and financial inclusion. Mrs. Ana Lucía Pinto, Head of Projects and International Cooperation, FEPCMAC Mobil banking as an instrument for financial inclusion. Mrs. Rebecca Rouse, Programm Coordinator of Remittances and Savings, Multilateral Investment Fund. Savings, payments and new distribution channels. Mr. Ernesto Pacheco, Manager of Digital Banking, Fedecrédito. Innovation on distribution channels: Fedepunto Vecino. 19:00-22:00 Cocktail / Dinner Reception Sheraton Hotel Maria Isabel, Fiestas Room.

5 Day 2: Friday, November 21 st :00-10:30 Session 4: Financial education and customer protection as a means of empowering customers. Identify how education and protection of financial services encourages consumers to use formal financial products. Highlight the impact of financial education as a catalyst for national strategies for financial inclusion. - How to develop a financial education strategy based on a family budget and savings culture to promote access to formal financial services? - How to link government social programs with financial education? - Linking the financial education stategy of intermediaries with the national financial education strategy. Moderator: Mtro. Jorge Torres Góngora, General Manager of Financial Inclusion, Comisión Nacional para la Protección y Defensa de los Usuarios de Servicios Financieros (CONDUSEF) Ms. Silvia Singer, General Director, Museo Interactivo de Economía. Mr. Stephen Wendel, Behavioral Scientist. Behavioral challenges on savings: what works and what doesn t. Ms. María José Roa, Researcher, Management of Economic Research. CEMLA. Financial education, behavioral finance and personality psychology. Mr. Gerd Weissbach, Deputy General Director, Sparkassenstiftung für Internationale Kooperation Importance of financial education in the distribution of social programs. 10:30-11:00 Coffee break

6 11:00-12:00 Challenges and Opportunities for Financial Inclusion Session 5: WSBI Institutional Agenda: Latin America and the Caribbean Members. WSBI achievements and perspectives. WSBI GRULAC progress report. Ms. Aimée Suárez, Senior Adviser, Latin America and the Caribbean, WSBI. Mr. Jorge Estefan Chidiac, President of the GRULAC and Director General of BANSEFI. Exchange on members business priorities and strategies, trends in national markets, expectations and specific needs from the WSBI. GRULAC members will be invited to answer the following questions: - Which have been their most recent financial inclusion achievements and challenges? - What could be the role of WSBI moving forward? 12:00-13:30 Lunch Buganvilias Room Celebration of 90 th World Savings Day & Closing Ceremony 13:30-14:30 History and importance of The World Savings Day by the WSBI. Initiatives for the Commemoration of The World Savings Day by GRULAC members. Closing Ceremony. Mr. Jorge Estefan Chidiac, President of the GRULAC and Director General of BANSEFI. Mr. Heinrich Haasis, President of the WSBI and of the Deutscher Sparkassen und Giroverband. Dr. Luis Madrazo Lajous, Head of the Development Bank Unit, Secretariat of Finance and Public Credit Mexico. 14:30-18:00 Guided visit to Mexico City Down Town: Templo Mayor National Palace Metropolitan Cathedral Free evening

DRAFT AGENDA 4 th ANNUAL LEADERS ROUNDTABLE OF THE AFRICAN MOBILE PHONE FINANCIAL SERVICES POLICY INITIATIVE (AMPI)

DRAFT AGENDA 4 th ANNUAL LEADERS ROUNDTABLE OF THE AFRICAN MOBILE PHONE FINANCIAL Wenesday, 3 February 2016 19:00 21:00 Welcome Cocktail Venue: Radisson Blu Hotel, Dakar Sea Plaza Thursday, 4 February