Financial Inclusion 2020 Global Forum

Preliminary Agenda (Updated October 1, 2013) Side meetings begin Sunday, October 27 and continue Wednesday, October 30 after the Forum (see last page)

MONDAY, OCTOBER 28, 2013

8:00 a.m. 7:00 p.m. Event Registration and Information Station Opening: The Case for Financial Inclusion Now Diana Taylor and Mike Corbat launch the Forum with a discussion of the trends, commitments and incentives that put full financial inclusion by 2020 within our reach. The ensuing panel discussion will focus on new markets for financial services, with an emphasis on insurance. Confirmed Speakers: Mike Corbat (CEO, Citigroup), Luis Gallegos (Permanent Representative of Ecuador to the United Nations Office at Geneva), Michel Khalaf (President, EMEA, MetLife, Inc.), Martyn Parker (Chairman, Global Partnerships, Swiss RE), Diana Taylor (Managing Director, Wolfensohn & Company) 12:15 p.m. 1:30 p.m. Networking Lunch The FI2020 Steering Committee hosts an interactive lunch. Mapping the Invisible Market Elisabeth Rhyne presents findings from the Center for Financial Inclusions Mapping the Invisible Market research, drawing on demographic and income trends to highlight the opportunities that exist for financial inclusion. Following an audience Q&A, policymakers and private sector leaders will consider the impact of these findings on their work. Confirmed Speakers: Shamshad Akhtar (Assistant Secretary-General for Economic Development, United Nations), Gregory Keough (CEO, Mobile Financial Services), Michel Losembe (CEO of Banque Internationale pour LAfrique du Congo (BIAC), President of the Association of Congolese Banks), Elisabeth Rhyne (Managing Director, Center for Financial Inclusion) Why Financial Inclusion is More Important Than We Ever Knew Sendhil Mullainathan discusses the behavioral economics of poverty and presents findings from his newly-released book, Scarcity: Why Having Too Little Means So Much, which has surprising implications for how financial inclusion can fundamentally transform the unfortunate logic of poverty. Panelists will then reflect on ways to understand and design for the needs of new customers. Confirmed Speakers: Kennedy Bungane (CEO, Barclays Africa), Sendhil Mullainathan (Professor of Economics, Harvard University), Imelda Nicolas (Chairperson, Commission on Filipinos Overseas), Bill Sheedy (Global Executive, Solutions, Visa, Inc.) 3:45 p.m. 4:15 p.m. Coffee/Tea Break Global Trends & Emerging Markets Ajay Banga and Michael Schlein discuss their visions for financial inclusion, including how changing demographics create new markets, in a fireside chat. Both will take questions from the audience following their conversation. After, Aigboje Aig-Imoukhuede and Kamal Quadir look at the obstacles to reaching customers at the base of the pyramid and ways those obstacles can be overcome. Bob Annibale closes the session. Confirmed Speakers: Aigboje Aig-Imoukhuede (CEO, Access Bank, Nigeria), Bob Annibale (Global Director Community Development and Microfinance, Citigroup), Ajay Banga (CEO, MasterCard), Kamal Quadir (CEO, bKash), Michael Schlein (CEO, Accion) Innovation Showcase & Reception 5:30 p.m. 7:00 p.m. The FI2020 Steering Committee invites participants and speakers to participate in speed networking focused on sharing innovations, followed by a networking reception.

11:00 a.m. 12:15 p.m.

1:30 p.m. 2:30 p.m.

2:30 p.m. 3:45 p.m.

4:15 p.m. 5:30 p.m.

TUESDAY, OCTOBER 29, 2013

7:30 a.m. 8:00 p.m. Event Registration and Information Station Building a Roadmap to Financial Inclusion Cherie Blair discusses why financial inclusion matters and presents highlights from the Roadmap, with live polling of the audience on the priorities, impacts and challenges of the Roadmap principles. A panel of private and public sector experts then considers how these recommendations relate to initiatives by the G20 Global Partnership for Financial Inclusion, the Alliance for Financial Inclusion, the World Economic Forum, and others. Confirmed Speakers: Cherie Blair (Founder, Cherie Blair Foundation), Susy Cheston (Senior Advisor, Center for Financial Inclusion), Bill Gajda (Global Head of Strategic Partnerships, Visa Inc.), Tony Goland (Director, McKinsey & Company), Anna Zelentsova (Co-Chair, G20 Global Partnership for

9:00 a.m. 10:15 a.m.

www.financialinclusion2020.org

Financial Inclusion, Russian Federation Ministry of Finance) 10:15 a.m. 10:30 a.m. Coffee/Tea Break Roundtable Breakout Sessions: From Ideas to Action 10:30 a.m. 12:30 p.m. In 14 concurrent sessions led by international experts, participants discuss the Roadmap recommendations and identify priorities based on impact and implementation. (One roundtable session will be conducted in Spanish.) Plated Lunch 12:30 p.m. 2:00 p.m. The 2013 MicroScope on the Microfinance Business Environment is announced by the Economist Intelligence Unit, the InterAmerican Development Bank, Citi, CAF and Accion. Balancing Access & Protection: Lessons Learned from Peru Peru is widely recognized as a leader in financial inclusion, with policymakers and providers actively innovating to implement financial inclusion. This plenary session will apply the FI2020 Roadmap principles to Peruvian financial inclusion efforts to date and identify both challenges and success on the ground. Thought leaders from the public and private sectors focus on ways to increase access for all and on value for customers. Confirmed Speakers: Oscar Graham (Director, Ministry of Economics and Finance, Peru), Mariela Zaldivar (Manager of Products and Client Services, SBS Peru) 3:15 p.m. 3:45 p.m. Coffee/Tea Break Breakout Sessions: Lessons Learned from Financial Includers in Key Markets Moderated discussion sections calibrate how the Roadmaps to Inclusion relate to national strategies for financial inclusion, both in policymaking and in practice. These concurrent sessions, which will inform the ongoing development and global implementation of the Roadmaps, include: United States and the United Kingdom: Applied behavioral insights. Panelists will discuss new models that foster positive financial behavior and decision-making among low-income people. 3:45 p.m. 5:00 p.m. Confirmed Speakers: Andrea Levere (President, Corporation for Enterprise Development), Rachel Schneider (Senior Vice President of Insights & Analytics, Center for Financial Services Innovation), Piyush Tantia (Executive Director, ideas42), Sian Williams (Head of Financial Inclusion, Toynbee Hall) Innovation in Client Data Analytics. Innovators and experts focus on the analysis of alternative digital footprintsand answer the question can they enable financial service providers to reach excluded clients? Confirmed Speakers: Arjuna Costa (Investment Partner, Omidyar Network), Richard Eldridge (Co-Founder & Asia CEO, Lenddo), Mark Hookey (Founder & CEO, DeMyst Data), Jojo Malolos (Managing Director, Cignifi), Narda Sotomayor Valenzuela (Senior Economist, SBS Peru) 7:00 p.m. 8:00 p.m. 8:00 p.m. 10:00 p.m. Pre-dinner Reception Dinner of Inclusion

2:00 p.m. 3:15 p.m.

WEDNESDAY, OCTOBER 30, 2013

7:30 a.m. 12:00 p.m. Event Registration and Information Station Accelerating Financial Inclusion in India A panel of financial inclusion leaders from Indiafrom banking, government and microfinancewill respond to the Roadmap principles based on their experience and discuss the future of financial inclusion in India. Confirmed Speakers: Bindu Ananth (President, IMFR Trust), Alok Prasad (CEO, Microfinance Institutions Network), Duvvuri Subbarao (Former Governor, Reserve Bank of India) Building Infrastructure & Spurring Innovation Tilman Ehrbeck discusses the ripple effects that one area of innovation (such as mobile money) can have on others. Nick Hughes, Isaac Awuondo, and Dylan Higgins show how the ripple of mobile money is playing out in Kenya. Confirmed Speakers: Isaac Awuondo (Group Managing Director, CBA), Tilman Ehrbeck (CEO, Consultative Group to Assist the Poor), Dylan Higgins (CEO, Kopo Kopo), Nick Hughes (Founder, MPESA and M-KOPA) 11:00 a.m. 11:30 a.m. Coffee/Tea Break Closing: Call to Action 11:30 p.m. 12:30 p.m. The Global Forum closes with a call to action to providers and policymakers. Confirmed Speakers: Pamela Flaherty (CEO, Citi Foundation), Carlos Lopez Moctezuma (Global Director for Financial Inclusion, BBVA), Elly Ohene-Adu (Head of Banking Department, Bank of Ghana), Michael
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9:00 a.m. 10:00 a.m.

10:00 a.m. 11:00 a.m.

Schlein (CEO, Accion) Box Lunch Box lunches are available to take to side meetings or to enjoy with new colleagues.

12:30 p.m. 1:30 p.m.

SUNDAY, OCTOBER 27, 2013

7:00 p.m. 9:00 p.m. Special Focus Meeting: Financial Inclusion for Persons with Disabilities Disability and business leaders will share their experiences on what works, along with challenges and new approaches. Participants are encouraged to provide insight on some of the challenges they face when accessing financial services and adopting accessible solutions. (By invitation. Please contact cfievents@accion.org if interested.)

MONDAY, OCTOBER 28, 2013

8:00 a.m. 10:30 a.m. Special Focus Meeting: Financial Inclusion for Persons with Disabilities An expert panel will discuss the economic impact of inaccessible solutions, how it affects us all, and what is being done globally to close the accessibility gap. Leaders will focus on the importance of collaboration between financial service providers, ICT providers and persons with disabilities to achieve financial inclusion for all. (Open to FI2020 Global Forum guests and the public.)

WEDNESDAY, OCTOBER 30, 2013

1:00 p.m. 2:30 p.m. Consumer Protection: Moving the Roadmap to Action (By invitation. Please contact cfievents@accion.org if interested.) Launch of the EIU MicroScope: This panel will present the findings of the 2013 Global MicroScope on the Microfinance Business Environment, which evaluates and benchmarks 55 countries on the regulatory and business environment for microfinance. The panel will discuss how the MicroScope's findings will affect financial inclusion. (Open to FI2020 Global Forum guests and the public.) 2:00 p.m. 3:30 p.m. Financial Capability: Moving the Roadmap to Action Jasmine Thomas of Citi Foundation will lead an interactive session on financial capability. (Open to FI2020 Global Forum guests and the public.)

For any questions regarding side sessions, please contact cfievents@accion.org.

www.financialinclusion2020.org