FCAC - OECD CONFERENCE ON FINANCIAL LITERACY
www.fcac-acfc.gc.ca
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Day 1
PLENARY - NATIONAL AND GLOBAL MEASURE OF FINANCIAL LITERACY
WORKSHOPS: NECESSARY STEPS TO ADDRESS THE GAPS
Workshop 1 - Credit and debt management: How can we help people tackle these difficulties and avoid the path leading to bankruptcy?
Workshop 2 - Does technological innovation equal financial inclusion: What will be the role for financial education?
Workshop 3 - Planning for retirement: How can we help people better understand and prepare themselves for this important life event?
WORKSHOPS: EFFECTIVE COVERAGE AND DELIVERY
Workshop 4 - Social marketing and communication tools: How can we apply them to improve the design of financial education programs?
Workshop 5 - Building capacity: How to develop effective train-the-trainer programs?
Workshop 6 - Financial education in schools: How do we bring financial education programs into the classroom?
PLENARY - GENDER AND FINANCIAL EDUCATION: AN OVERLOOKED ISSUE
Day 2
PLENARY - IMPORTANCE OF EVALUATION OF FINANCIAL EDUCATION PROGRAMS: CHALLENGES AND EXISTING INTERNATIONAL BEST PRACTICES AND TOOLS
PLENARY – NUDGING OR EDUCATING CONSUMERS ON FINANCIAL ISSUES: OPPOSING OR COMPLEMENTARY INTERVENTIONS? HOW CAN WE INFLUENCE FINANCIAL BEHAVIOURS IN THE LONG TERM?
PLENARY - NATIONAL STRATEGIES ON FINANCIAL EDUCATION: INTERNATIONAL GUIDELINES AND HIGHLIGHTS OF THE NEW CANADIAN STRATEGY
9:30-10:30 |
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Ms. Adele Atkinson, Policy Analyst, Financial Affairs Division, OECD
 Global Measures of Financial Literacy (PDF Version, 207 kb)Ms. Jennifer Robson, Senior Policy Research Officer, Policy Research Initiative, Canada Financial Literacy in Canada: Setting a Baseline Key Findings from the Canadian Financial Capability Survey (PDF Version, 553 kb)Mr. Aleksander Rychwalski, Department of Education, Polish Financial Supervision Authority, Poland OECD Financial Literacy Measurement Study in Poland: Objectives, Challenges & Preliminary Findings (PDF Version, 898 kb)Ms. Olivia Davids, Head of the Consumer Education Department, Financial Services Board, South Africa A National and Global Measure of Financial Literacy (PDF Version, 91 kb) |
11:00-12:15 |
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Pier 2-3 |
Workshop 1 - Credit and debt management: How can we help people tackle these difficulties and avoid the path leading to bankruptcy? |
   
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Mr. Jim Callon, Superintendent, Office of the Superintendent of Bankruptcy Canada Credit and Debt Management: How can we help people tackle these difficulties and avoid the path leading to bankruptcy? (PDF Version, 218 kb)Mr. Michael Chapman, Senior Expert, Financial Affairs Division, OECD Financial Consumer Protection & Financial Education Relating to Credit (PDF Version, 725 kb)Ms. Laurie Campbell, Executive Director, Credit Canada Credit Canada - A not for profit charity since 1966 (PDF Version, 275 kb)Ms. Teresa Perchard, Director of Policy, Citizens Advice, United Kingdom
Household Debt and Bankruptcy -The View from Citizens Advice Bureaux in the United Kingdom (PDF Version, 181 kb) |
Pier 4-5 |
Workshop 2 - Does technological innovation equal financial inclusion: What will be the role for financial education? |
  
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Ms. Denise Dias, Policy Specialist, Consultative Group to Assist the Poor (CGAP), Mexico Does Technological Innovation Equal Financial Inclusion? What Would be the Role of Financial Education? (PDF Version, 1,181 kb)Dr. K. C. Chakrabarty, Deputy Governor, Reserve Bank of India OECD Information and Communication Technology Driven Financial Inclusion-The Financial Access and Education Challenge (PDF Version, 1,471 kb)Mr. Richard Wilson, Director, Digital Experience, Digital Strategy & Experience, RBC Royal Bank, Canada
Using Technology to Support Financial Education (PDF Version, 701 kb) |
Pier 7-8 |
Workshop 3 - Planning for retirement: How can we help people better understand and prepare themselves for this important life event? |
   
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Dr. Debbie Harrison, Senior Visiting Fellow, The Pensions Institute, Cass Business School, United Kingdom National Pension Communication Campaigns & Annual Pension Statements (PDF Version, 734 kb)Mr. Malcolm Hamilton, Partner; Mercer Human Resource Consulting Limited, Canada Planning for Retirement (PDF Version, 295 kb)Dr. Jack Mintz, Director and Palmer Chair, School of Public Policy, University of Calgary, Canada Planning for Retirement with Reasonable Targets (PDF Version, 395 kb)Mr. Tom Reid, Senior Vice President, Group Retirement Services, Sun Life Financial Inc., Canada
The Road to Workplace Savings (PDF Version, 64 kb) |
13:45-15:00 |
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Pier 4-5 |
Workshop 4 - Social marketing and communication tools: How can we apply them to improve the design of financial education programs? |
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Professor Dilip Soman, Rotman School of Management, University of Toronto, Canada Social Marketing and Financial Literacy (PDF Version, 424 kb)Mr. Marcin Polak, President of the Board, Think Global Ltd., Poland How to Use New Media Platforms and Edutainment to Increase Financial Awareness (PDF Version, 2,809 kb)Mr. Gilbert Peffer, xDelia Project Coordinator, CIMNE, Polytechnic University of Catalonia, Spain Moving Beyond Knowledge and Information in Financial Capability (PDF Version, 1,487 kb)Ms. Wendy Arnott, Vice President, Social Media & Digital Communications, TD Bank Financial Group, Canada How @TD's Using #Socialmedia to Support Financial Literacy (PDF Version, 1,746 kb) |
Pier 7-8 |
Workshop 5 - Building capacity: How to develop effective train-the-trainer programs? |
   
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Mr. Steve Stillwell, Senior Manager, Money Advice Service, United Kingdom How to Develop Effective Train-The-Trainer Programs (PDF Version, 67 kb)Mr. Casey Cosgrove, Director, Canadian Centre for Financial Literacy, Canada Building Capacity: How to Develop Effective Training of Trainers Programs (PDF Version, 145 kb)Ms. Christine Colbert, Director of Projects and Research, Canadian Association of Family Resource Programs The Canadian Association of Family Resource Programs (FRP Canada) (PDF Version, 244 kb)Mr. Shri Prashant Saran, Whole Time Member, Securities and Exchange Board of India Financial Education - Training the Trainers (PDF Version, 58 kb) |
Pier 2-3 |
Workshop 6 - Financial education in schools: How do we bring financial education programs into the classroom? |
   
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Ms. Flore-Anne Messy, Principal Administrator, Financial Education, OECD Financial Education at School: International OECD/INFE Guidelines (PDF Version, 1,564 kb)Ms. Delia Rickard, Senior Executive Leader for Financial Literacy, Australian Securities and Investments Commission, Australia Financial Literacy in schools - The Australian Experience (PDF Version, 255 kb)Mr. Mitch Murphy, Education Consultant with the Western School Board in Prince Edward Island and member of Canada's Task Force on Financial Literacy Financial Education in Schools (PDF Version, 156 kb)Ms. Jane Rooney, Director, Financial Literacy and Consumer Education, Financial Consumer Agency of Canada Financial Literacy in Schools (PDF Version, 1,741 kb) |
15:30-16:15 |
PLENARY - Gender and Financial Education: An Overlooked Issue |
 Angela Hung |
Ms. Annamaria Lusardi, Director, Financial Literacy Center, and Professor of Economics at Dartmouth College, United States of America Gender Differences in Financial Literacy: Empowering Women (PDF Version, 879 kb)Dr. Angela Hung, Director, Center for Financial and Economic Decision Making, and Senior Economist, Rand Corporation, United States of America
Gender and Financial Education (PDF Version, 246 kb) |
9:00-9:45 |
PLENARY - IMPORTANCE OF EVALUATION OF FINANCIAL EDUCATION PROGRAMS: CHALLENGES AND EXISTING INTERNATIONAL BEST PRACTICES AND TOOLS |
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Diana Crossan, Commissioner, Retirement Commission, New Zealand Importance of Evaluation of Financial Education Programmes (PDF Version, 425 kb)Ms. Adele Atkinson, Policy Analyst, Financial Affairs Division, OECD Evaluating Financial Education Programmes: Turning Principles into Action (PDF Version, 210 kb)Ms. Janet M. Murray, Financial Literacy Evaluator, Social Enterprise Development Innovations, Canada The Financial Literacy Evaluation Project: Building a Pan-Canadian Community of Practice (PDF Version, 377 kb) |
10:15-11:15 |
PLENARY – NUDGING OR EDUCATING CONSUMERS ON FINANCIAL ISSUES: OPPOSING OR COMPLEMENTARY INTERVENTIONS? HOW CAN WE INFLUENCE FINANCIAL BEHAVIOURS IN THE LONG TERM? |
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Professor Dilip Soman, Rotman School of Management, University of Toronto, Canada Nudging or Educating? (PDF Version, 202 kb)Dr. Paul Cox, Senior Lecturer of Finance, Business School of the University of Birmingham, United Kingdom Designing Findings From Behavioural Economics into Pension Schemes: Evidence from the UK (PDF Version, 39 kb)Ms. Delia Rickard, Senior Executive Leader for Financial Literacy, Australian Securities and Investments Commission, Australia Acting on the Lessons from Behavioural Economics (PDF Version, 404 kb) |
11:45-12:30 |
PLENARY - NATIONAL STRATEGIES ON FINANCIAL EDUCATION: INTERNATIONAL GUIDELINES AND HIGHLIGHTS OF THE NEW CANADIAN STRATEGY |
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Ms. Flore-Anne Messy, Principal Administrator, Financial Education, OECD National Strategies for Financial Education: Preliminary International Guidance (PDF Version, 789 kb)Ms. Ursula Menke, Commissioner, Financial Consumer Agency of Canada Building a Financially Literate Canada (PDF Version, 298 kb) |
