2010 Global Savings Forum - Agenda

Breakfast and Registration

Welcome

• Bob Christen, Director, Financial Services for the Poor, Bill & Melinda Gates Foundation

Everyone Needs a Safe Place to Save

• Melinda French Gates, Co-chair and Trustee, Bill & Melinda Gates Foundation

Comparing Notes From Our Travels: A Conversation

Moderator:

• Sylvia Mathews Burwell, President, Global Development Program, Bill & Melinda Gates Foundation

Participants:

• Melinda French Gates, Co-chair and Trustee, Bill & Melinda Gates Foundation
• Her Royal Highness Princess Máxima of the Netherlands, U.N. Secretary General’s Special Advocate for Inclusive Finance for Development

Emerging Global Agenda on Financial Inclusion

Moderator:

• Sylvia Mathews Burwell, President, Global Development Program, Bill & Melinda Gates Foundation

Participants:

• Chris De Noose, Managing Director, World Savings Banks Institute
• Janamitra Devan, Vice President and Head of Network, Financial and Private Sector Development, The World Bank – International Finance Corporation
• Melinda French Gates, Co-chair and Trustee, Bill & Melinda Gates Foundation
• Yongbeom Kim, Director General of Global Financial Architecture Bureau in the Presidential Committee for the G20 Summit
• Her Royal Highness Princess Máxima of the Netherlands, U.N. Secretary General’s Special Advocate for Inclusive Finance for Development
• Njuguna Ndung’u, Governor, Central Bank of Kenya
• Luis Urrutia, President, Financial Action Task Force

Morning Break

The Foundation's Approach and Priorities

• Bob Christen, Director, Financial Services for the Poor, Bill & Melinda Gates Foundation

Financial Services and the Poor: Needs and Impact

• Jonathan Morduch, Professor of Public Policy and Economics, New York University; Managing Director, Financial Access Initiative
• Stuart Rutherford, Founder, SafeSave

Lunch Break

Introduction

• David Porteous, Managing Director, Bankable Frontier Associates

40 Years of Success Through Direct Outreach

Moderator:

• Graham A.N. Wright, Program Director, MicroSave

Participants:

• Vinod Parmeshwar, Deputy Director - Community Finance, Oxfam America
• Marguerite S. Robinson, Independent Consultant
• Stuart Rutherford, Founder, SafeSave

Afternoon Break

Massive Outreach Through Retail Channels

Moderator:

• Daryl Collins, Senior Associate, Bankable Frontier Associates

Participants:

• Marcos Bader, General Director, Bradesco Cartões, Banco Bradesco S.A.
• David Ferrand, Director, Financial Sector Deepening Trust, Kenya
• Beatriz Marulanda, Associate, Marulanda Consultores
• Olga Morawczynski, Financial Literacy Project Manager, Grameen Foundation

A Partnership That Brings Value to Clients: M-KESHO in Kenya

• John Staley, Director of Shared Services, Equity Bank
• Pauline Vaughan, Head of M-PESA Business Operations, Safaricom Limited

Wrap-Up

• David Porteous, Managing Director, Bankable Frontier Associates

Evening Break

Dinner Reception at the Seattle Art Museum

Host:

• Jeff Raikes, Chief Executive Officer, Bill & Melinda Gates Foundation

Breakfast

The Challenging Economics of Small-Balance Accounts

Moderators

• Tamara Cook, Program Officer, Financial Services for the Poor, Bill & Melinda Gates Foundation
• Arjuna Costa, Director, Investments, Omidyar Network

Participants:

• Helen Alexander, Managing Director, ProCredit Holding
• Gianfranco Ferrari, Head of Retail Banking, Banco de Crédito del Perú
• Aleksandr-Alain Kalanda, Chief Executive Officer, Opportunity International Bank of Malawi
• Abrar A. Mir, Executive Vice President and Head of Branchless and e Banking, United Bank Limited
• Stephen Peachey, Program Technical Adviser, World Savings Banks Institute

New Partnerships for Technology-Enabled Financial Inclusion

Moderator:

• Ignacio Mas, Deputy Director, Financial Services for the Poor, Bill & Melinda Gates Foundation

Participants:

• Brian Branch, Executive Vice President and Chief Operating Officer, World Council of Credit Unions
• Bill Gates, Co-chair and Trustee, Bill & Melinda Gates Foundation
• Michael Joseph, Chief Executive Officer, Safaricom Limited
• James Mwangi, Group Managing Director and Chief Executive Officer, Equity Bank
• Amol Patel, Head of Emerging Markets, PayPal Mobile
• Carol Realini, Chief Executive Officer, Obopay
• Roy Sosa, Founder and Chairman, MPOWER Ventures; Founder and Chief Executive Officer, MPOWER Labs
• Mark Staehle, Chief of Party and Director, Save UP Initiative, Access Africa, CARE

Morning Break

Challenges of Operating Through Third-Party Retail Stores

Moderator:

• Neil Davidson, Manager, Mobile Money for the Unbanked, GSM Association

Participants:

• Jon Eddy Abdullah, Chief Executive Officer, Telenor Pakistan; Chairman, Tameer Microfinance Bank
• Frances Adu-Mante, Executive Director, Ecobank Ghana Limited
• Frederik Eijkman, Managing Director, PEP Intermedius Limited
• Gino Picasso, Co-founder and Chief Executive Officer, GloboKasNet, LLC

Lunch Break

How Governments Can Promote Financial Inclusion

• Alfred Hannig, Executive Director, Alliance for Financial Inclusion
• Matu Mugo, Assistant Director, Bank Supervision, Central Bank of Kenya

Regulations: Balancing Opportunity, Innovation, and Safety

Moderator:

• Michael Tarazi, Senior Policy Specialist, Consultative Group to Assist the Poor

Participants:

• Nestor A. Espenilla, Jr., Deputy Governor, Supervision and Examination Sector, Bangko Sentral ng Pilipinas
• Njuguna Ndung’u, Governor, Central Bank of Kenya
• Carlos Serrano, Vice President of Regulatory Policy, Comisión Nacional Bancaria y de Valores
• Luis Urrutia, President, Financial Action Task Force
• Syed Irfan Ali, Director, Banking Policy Regulation Department, State Bank of Pakistan
• Charles Castel, Governor, Banque de la Republique d’Haiti

Afternoon Break

Beyond Regulatory Enablement: Harnessing Government Assets and Needs

Moderator:

• Alberto Chaia, Principal, McKinsey & Company

Participants:

• Jeff Abrams, Associate, Bankable Frontier Associates
• Jaime González Aguadé, Chief Executive Officer, Banco del Ahorro Nacional y Servicios Financieros S.N.C.
• Carlos Moya, Director, Banca de las Oportunidades
• Ignacio Quesada, Chief of Staff of the Minister, Ministry of Finance Mexico

Closing: Where Do We Go From Here?

• Bob Christen, Director, Financial Services for the Poor, Bill & Melinda Gates Foundation