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Financial Literacy Forum
2017
Programme and presentations

Programme and presentations

Date: 10 March 2017 (Friday) Venue: The Exchange Auditorium, The Exchange Exhibition Hall, 1/F...

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21/6/2019

Programme and presentations

Date

:

10 March 2017 (Friday)

Venue

:

The Exchange Auditorium, The Exchange Exhibition Hall, 1/F, One and Two Exchange Square, Central, Hong Kong

Time	Agenda
11:00 - 11:30	Registration
11:30 - 11:40	Welcoming Remarks (MEDIUM : ENGLISH) Dr Kelvin Wong, JP Chairman, Investor Education Centre
11:40 - 11:45	Opening Ceremony (MEDIUM : ENGLISH) - Dr Kelvin Wong, JP - Mr TC Chan Chairman, Hong Kong Strategy for Financial Literacy Steering Committee, Investor Education Centre Executive Committee Member - Mr David Kneebone General Manager, Investor Education Centre
11:45 - 12:15	Keynote Address (MEDIUM : ENGLISH) Mr Shinichi Yoshikuni Chairman, The Central Council for Financial Services Information, Japan
Morning Session: Focus on Experience Sharing of Stakeholder Collaboration and Partnership
12:15 - 12:40	How to Engage Partners to Work Together for Financial Education Under the National Strategy (MEDIUM : ENGLISH) Ms Suzan Campbell Senior Manager, Financial Literacy, Australian Securities and Investments Commission
12:40 - 13:05	Co-operating to Deliver Financial Education for Schools (MEDIUM : ENGLISH) Mr José Alexandre Vasco Director, Investor Protection and Assistance Office, CVM (Securities and Exchange Commission of Brazil)
13:05 - 13:30	Q&A Session (MEDIUM : ENGLISH) - Mr David Kneebone (Moderator) - Mr Shinichi Yoshikuni - Mr José Alexandre Vasco - Ms Suzan Campbell
13:30 - 14:30	Lunch
Afternoon Session: Focus on Implementation of Financial Education Programmes
14:30 - 15:00	How Can We Help Financial Consumers Make Better Money Management Decisions: From Financial Education to Consultation for Senior Citizens (MEDIUM : ENGLISH) Ms Gerri Walsh Senior Vice President, Investor Education Financial Industry Regulatory Authority, USA
15:00 - 15:30	How to Raise Effectiveness of Financial Education Programmes by Articulating Return on Investment (MEDIUM : ENGLISH) Ms Helen White Head of Financial Capability, The Money Advice Service (UK)
15:30 - 16:00	Q&A Session (MEDIUM : ENGLISH) - Mr Weber Lo (Moderator) Deputy Chairman, Hong Kong Strategy for Financial Literacy Sub-committee on Awareness-raising - Ms Gerri Walsh - Ms Helen White
16:00 - 16:30	Networking Break
Case Sharing Sessions: Focus on Hong Kong Case Studies
16:30 - 16:45	Case 1: Delivering Financial Education in the Workplace – Results And Effectiveness of the RetireWise Programme (MEDIUM : CANTONESE) Mr Damian Yip Head of Marketing and Programmes, Investor Education Centre
16:45 - 17:00	Case 2: Supporting Financial Education in Schools by Funding Initiatives (MEDIUM : CANTONESE) Ms Kaman Ho Director, Coprporate Communications, Visa Hong Kong, Macau and Taiwan
17:00 - 17:50	Panel Discussion on Financial Education in Hong Kong (MEDIUM : CANTONESE) - Ms Christine Fang (Moderator) Chairman, Hong Kong Strategy for Financial Literacy Sub-committee on Extending Opportunities to Learn - Mr Damian Yip - Ms Kaman Ho - Ms Venus Chan Financial Education Centre Manager, Hong Kong Family Welfare Society - Ms Tracy Leung Assistant Principal Social Services Secretary, Children and Youth Services, Po Leung Kuk
17:50 - 17:55	Forum Summary (MEDIUM : ENGLISH) Mr David Kneebone
17:55 - 18:30	Cocktail Reception Reception Address (MEDIUM : ENGLISH) Mr TC Chan
18:30	End of Programme

Remarks: Simultaneous interpretation will be provided in Cantonese and English