Schedule

2018

Previous Events:

Monday, November 12th, 2018

  • Draft agenda

Monday 12 November

10h00-13h00

Second meeting of the OECD/INFE LAC Regional Network

 

· The meeting is open to member public financial authorities from the region. Participating institutions will receive the programme separately

13:30-14h00

Registration

14h00-14h30

Opening Ceremony and release of the official declaration supporting the activities of the OECD/INFE LAC Regional Network and the OECD/CVM Centre

 

· Marcelo Barbosa, Chairman, CVM

· Flore-Anne Messy, Executive Secretary of the OECD International Network on Financial Education and Head of the Financial Affairs Division, OECD

· Representatives of B3 and ANBIMA

14h30-15h30

Delivering on the contribution of the OECD/INFE to Argentina’s G20 Presidency: supporting consumers and entrepreneurs in the digital environment

Objectives

This session will present the two Policy Guidance Notes developed by the OECD and delivered to G20 Leaders during the Argentinean Presidency and discuss how to implement these two instruments in the LAC region.

Chair

· TBD

Panellists

· Argentina MoF: Digitisation and informality (GPFI Guide)

· OECD: presentation of the two policy instruments

· BBVA Research: how the regulatory framework affects financial inclusion – (https://www.bbvaresearch.com/en/publicaciones/an-index-of-regulatory-practices-for-financial-inclusion-in-latin-america/ and https://www.bbvaresearch.com/publicaciones/inclusion-financiera-en-america-latina-facilitadores-promotores-y-obstaculizadores

· Fundacion Capital – LISTA initiative http://fundacioncapital.org/our-work/lista-initiative/

15h30-16h00

Keynote Address

Objectives

Dr Murdoch co-authored one of the most relevant books on how the poor find solutions to their everyday financial problems (“Portfolios of the Poor”*), and recently (2017), this work was followe
d by a new book: “The Financial Diaries – How American Families Cope in a World of Uncertainty”**. The discussion will focus on how his findings are relevant for the LAC Region

Speaker

· Dr. Jonathan Morduch

16:00

Coffee break

16h00-17h30

National strategies for financial education

Objectives

This session will showcase advances made in the implementation of national strategies for financial education and inclusion in the region, with examples from LAC and with the contribution of an OECD/INFE Member from outside the LAC region which will explain how they have successfully met common challenges in the implementation of these public policies.

Chair

· TBD

Panellists

· Colombia

· Chile

· Brazil Central Bank

· Mey Pon, Comisión Nacional de Bancos y Seguros , Honduras.

Tuesday, November 13th, 2018

  • Draft agenda

Tuesday 13 November

09h30-11h00

Supporting small and micro entrepreneurs: OECD/INFE instruments and LAC experiences

Objectives

Micro, small and medium-sized enterprises (MSMEs) make up the majority of enterprises in LAC, contributing significantly to national incomes. Many MSMEs face a number of challenges, including regulatory hurdles and tax burdens, difficulties accessing finance and a lack of general guidance or support. Financial education can be an important tool for helping MSMEs and potential entrepreneurs to obtain access to finance and strengthen money management skills. This session will discuss how to best support micro and small entrepreneurs in LAC, through a presentation of international instruments and LAC experiences.

Chair

· TBD

Panellists

· OECD/INFE Core Competencies on Fin Lit for MSMEs

· SEBRAE (present the results of the pilot)

· Panama : autoridad pequeña y mediana empresa

· Sercotec/SBIF Chile

· Inter-american Development Bank

11:00

Coffee break

11h30-13h00

Promoting public integrity and fighting corruption: which synergies with financial education policies?

Objectives

Public integrity begins at the level of individual actions. The 2017 revision of the OECD/INFE Toolkit to measure financial literacy and inclusion now includes also questions that gauge individuals’ attitudes to integrity. In many LAC economies, national strategies for financial education also address the wider impact of individuals’ actions on the economy and society as a whole. This session will discuss how to integrate public integrity education into financial education programmes.

Chair

Brazil Public Attorney Office

Panellists

· CVM programme on educating for integrity and long-term savings (possible contribution of the OECD Public Integrity LAC Programme)

· OECD Public Integrity representative AND/OR one of the countries they work on in LAC (Mexico, Argentina, Colombia)

· A researcher

13:00

Lunch

14h00-15h00

Special session/Roundtable

behavioural economics and financial literacy

Objectives

Financial market regulators and other organizations are increasingly using behavioral insights to help investors make more informed financial decisions, according to the report published in May 2018 by the International Organization of Securities Commissions (IOSCO) and the Organization for Economic Cooperation and Development / International Network for Financial Education (OECD / INFE). This session will discuss the methodologies and experiences of international regulators regarding the application of these insights in financial education.

Chair

Painelists

· CVM Brazil

 

· FCA/UK (to be confirmed)

· ASIC/Australia (to be confirmed)

Keynote

CVM Brazil : Educação Financeira para além do Conhecimento” (Financial Education Beyond Knowledge)

Draw from the list of behave conf speakers

15h00-16h00

Informing policy through data: the use of financial literacy measurement results in LAC

Objectives

This session will discuss how the analysis of data from financial literacy and inclusion measurements have been useful in designing or reviewing financial education initiatives.

Chair

· TBD

Panellists

· OECD : updated Toolkit (translation of the toolkit)

· CAF: study of women financial inclusion in LAC and policy recommendations

· Bansefi Mexico and digital financial inclusion

16:00

Coffee break

16h30-18h00

Educating future generations: roundtable on financial literacy advances in school programmes in LAC

Objectives

Educating future generations remains among the top priorities of financial education policies. The LAC region has developed very successful initiatives, back by research and with buy-in from the educational sector. This roundtable will provide the opportunity to present where LAC countries stand and the progress made over the year, with a specific focus on results.

Chair

· TBD

Panellists

· Sophia Macias, Fundadora de la Pequeño Cerdo Capitalista, plataforma de educación financiera at Pequeño Cerdo Capitalista, Mexico

· Peru

Wednesday, November 14th, 2018

Investor Education and Financial Behavior Conference

Programme

09:00 - 09:30

Registration

09:30 - 09:45

Welcome

09:45 - 10:15

Keynote Session: Behavioral Economics

 

Jack L. Knetsch (Professor Emeritus, Simon Fraser University)

10:15 - 11:00

Panel 1: Investor Behavior

 

Moderador: Ruy Ribeiro (PUC-RJ)

Panelist: Bruno Giovannetti (EESP-FGV)

Panelist: to confirm

11:00 - 11:15

Coffe Break

11:15 - 12:00

Panel 2:  B3

Moderador: and/or

Panelist:

12:00 - 12:45

Panel 3: ANBIMA

Moderador: and/or

Panelist:

 

12:45 - 14:00

Lunch

14:00 - 14:45

Panel 4: Topics in Economic Psychology

 

Moderador: Vera Rita de Mello Ferreira

Panelist: Joyce Serido, PhD. (University of Minnesota)

14:45 - 15:30

Panel 5: Social Studies of Finance

 

Moderador: Gustavo Onto (UFRJ)

Panelist: Alex Preda (King's Business School)

15:30 - 15:45

Coffe Break

15:45 - 16:30

Panel 6: New Approaches to Regulation and Investor Protection

 

Moderador: Claudio Maes (Coordination of Financial Education/CVM) (to confirm)

Panelist:: CFA (to confirm)

Panelist: CEFIN/USP (to confirm)

 

16:30 - 17:00

Panel 7: Applying Behavioral Insights in Investor Education

 

Panelist: Rogerio Oliveira (Center for Behavioral Studies and Research/CVM) (to confirm)

 

 

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