Program 2012

WEDNESDAY, NOVEMBER 14, 2012 | 9.00 – 17.00

To view an individual’s PowerPoint presentation please click on his/her name or the presentation title.


9.00 – 9.30  Financial Literacy Around the World: The Big Picture  
Annamaria Lusardi, Academic Director, Global Financial Literacy Excellence Center, George Washington School of Business
Financial Literacy Around the World: The Big Picture

9.30 – 11.00  Key Challenges & Opportunities: Regional Reports  
Moderator: Tammo Bijmolt, Scientific Director of the Research Institute and Graduate School of Economics and Business, University of Groningen, The Netherlands
Michael Haliassos, Director, Center for Financial Studies, Goethe University Frankfurt, Germany
Household Financial Literacy, Financial Innovation, and Product Regulation
Keyong Dong, Dean and Professor, Renmin University School of Public Administration, China
Sue Lewis, stl consultants, UK
Financial literacy: Is there a gender issue? Evidence, global trends and case studies from Latin America

Questions & Answers

11.00 – 11.15  DISCUSSION BREAK

11.15 – 12.00  Promoting Financial Literacy: A Savings Museum
Moderator: Heleen Buijs, Managing Director, Money Museum, Utrecht, The Netherlands
Keynote Speaker: Andrea Beltratti, Chairman of the Management Board, Intesa Sanpaolo, Italy
The Savings Museum: Know, learn, experiment.
Questions & Answers

12.00 – 13.00  LUNCH

13.00 – 14.30  Best Practice Cases for Improving Financial Literacy  
Moderator: Sue Lewis, stl consultants, United Kingdom
Dušan Hradil, Deputy Director, Financial Markets I, Ministry of Finance, Czech Republic
Financial Education and Saving for Retirement
Flore-Anne Messy, Senior Policy Expert, OECD, Paris, France
Relevance of financial literacy in the new financial landscape; Main target audiences: women and youth; OECD/INFE policy and assessment tools
Olaf Simonse, Head of Money Wise Program Office, Ministry of Finance, The Netherlands
Financial Literacy and Pension Awareness in the Netherlands: A platform approach
Questions & Answers

14.30 – 14.45 DISCUSSION BREAK

14.45 – 16.30 Financial Education in Action: New Initiatives 
Moderator: Marco Trombetta, Vice-dean of Research, IE Business School, Spain
Herman Tange, Managing Director, ING, Marketing Banking Services Netherlands
The role of the private sector in financial education: A view from the teller’s desk
Renate Finke, Senior Economist, International Pensions, Allianz Asset Management AG, Germany
From Literacy to Financial Planning: Global Retirement Income Adequacy
Timothy Flacke, Executive Director, Doorways to Dreams Fund, USA
Technology and Entertainment: A New Approach to Financial Education
Questions & Answers

16.30 – 17.00 Closing Remarks
Moderator: Annamaria Lusardi, Global Financial Literacy Excellence Center, USA
Distinguished speaker: Elsa Fornero, Minister of Labour, Social Policies and Equal Opportunities, Italy