IFIE-IOSCO 2014 GLOBAL INVESTOR EDUCATION CONFERENCE

Thank you to our 2014 IFIE/IOSCO Global Investor Education Conference Sponsors

21 May, 2014

Noon - 7:00 PM Registration & Information
12:30 PM- 1:30 PM

IFIE Asia Chapter Lunch
Lunch sponsored by JSDA

1:00 PM- 4:00 PM IFIE Americas Chapter meeting
1:30 PM- 4:00 PM IFIE Asia Chapter Meeting
4:00 PM- 5:30 PM IFIE Annual Members Meeting
6:00 PM- 8:00 PM Pre-Conference Networking Reception
Sponsored by CFA Institute

22 May, 2014

  • 7:00 AM - 6:30 PM Registration & Information
    7:00 AM - 9:00 AM Continental Breakfast
    9:00 AM - 10:30 AM Opening Plenary Session

    • Susan Wolburgh Jenah, IIROC, Canada - IFIE Chair (bio/photo)
    • Richard Ketchum, FINRA, US - 2014 IFIE-IOSCO Global Investor Education Conference Host Committee Chair (bio/photo)
    • David Wright, IOSCO (bio/photo)
    • Jean-Paul Servais, FSMA, Belgium and Chair of Investor Protection and Intermediaries Standing Committee (IPISC) established by European Securities and Markets Authority (ESMA) (bio/photo)

    10:30 AM - 10:45 AM break
    10:45 AM - 12:15 PM Quick Start -- Building the FC/IE Practice
    12:15 PM - 1:30 PM Buffet Lunch
    • Tom Hamza, IEF-Canada - 2014 IFIE-IOSCO Global Investor Education Conference Programme Committee Chair
    1:30 PM - 3:15 PM Panel 1:
    From Theory into Practice – Optimizing the Delivery of Content
    3:15 PM - 3:30 PM Break
    3:30 PM - 4:30 PM What Have We Learned from Other Fields
    4:30 PM - 6:00 PM Panel 2:
    From Theory into Practice – Case Studies in Addressing Critical Needs
    6:30 PM Bus Departs Hotel for Capitol Elite
    7:00 PM - 9:15 PM Reception and Dinner on Capitol Elite Yacht

    23 May, 2014

  • 7:00 AM - 5:00 PM Registration & Information
    7:00 AM - 8:30 AM Continental Breakfast
    8:30 AM - 9:45 AM Skill and Professional Development Workshop:
    Beyond Measuring Website Visits—Helping FC/IE Professionals Make the Transition to Full Action Engagement With Programme Participants
    9:45 AM - 10:00 AM Break
    10:00 AM - 11:30 AM Behavioral Economics Practice Roundtable:
    Designing and Implementing Effective Nudges to Make A Difference
    11:30 AM - 12:30 PM Breakout Session 1:
    Building an Evaluation Toolkit for Your FC/IE Initiatives
    11:30 AM - 12:30 PM Breakout Session 2:
    Funding and Partnerships – Models and Problem-Solving
    • Gerri Walsh, FINRA , Moderator
    • Mark Stechishin, IIROC, Rapporteur
    11:30 AM - 12:30 PM Breakout Session 3:
    Developing and Delivering FC/IE Content
    • Arlene Stephen, Director Corporate Communications, Education and Information, Trinidad and Tobago SEC, Moderator (bio/photo)
    • Tom Hamza, IEF Canada, Moderator
    • Marc Flynn, CSI, Rapporteur
    11:30 AM - 12:30 PM Breakout Session 4:
    Problem-solving and Trouble-shooting Programs That Are Not Working or Underperforming
    • Robert Stammers, CFA institute, Moderator/Rapporteur
    • Ricardo Nardini, ANBIMA, Moderator
    11:30 AM - 12:30 PM Breakout Session 5:
    Creative Applications: Using New Research and/or Strategic Frameworks to Inform Your FC/IE Initiatives
    • Michael Herndon, CFTC, Moderator
    • Errol Cova, Central Bank of Curacao and Sint Maarten, Moderator
    • Cecile De Wit, IOSCO, Rapporteur (bio/photo)
    12:30 PM - 1:30 PM Lunch and Breakout Summaries
    1:45 PM - 3:15 PM Panel 3:
    From Theory into Practice – Putting it all Together
    3:15 PM - 3:30 PM Break
    3:30 PM - 4:45 PM Conversation with…
    Gerard Lemos and The Priority Agenda for the Year Ahead
    • Gerard Lemos, former Chairman Money Advice Service UK (bio/photo)
    • Susan Wolburgh Jenah, IIROC, Canada - IFIE Chair
    • Lori Schock, Office of Investor Education and Advocacy, US Securities and Exchange Commission
    • Jose Alexandre Cavalcanti Vasco, CVM Brazil
    • Paul Andrews, FINRA – IFIE Vice Chair (bio/photo)