IFIE AMERICAS CHAPTER. Washington - DC May 21 st, 2014

Transcription

1 IFIE AMERICAS CHAPTER Washington - DC May 21 st, 2014

2 Meeting Agenda 1. Introductions of IFIE Americas Members and participants. 2. IFIE Americas Work Plan 2013/14: progress to date 3. Discussion of IFIE Americas Chapter Work Plan for 2014/15 Meeting Participants 4. Other Business 2

3 IFIE AMERICAS 2014 IFIE Americas Leadership Team: Ricardo Nardini ANBIMA, Chair Jeanne Balcom FINRA, Vice Chair Mark Stechishin IIROC, Vice Chair Errol Cova The Central Bank of Curacao and Sint Maartin Kattia Castro Cruz Superintendencia General de Valores, Costa Rica Pierino Bruno Stucchi Superintendencia del Mercado de Valores, Peru Kathryn Edmundson IFIE Secretariat 3

4 IFIE Americas Chapter Members Argentina - Comisión Nacional de Valores Brazil - ANBIMA (Chair) Brazil Comissão de Valores Mobiliários British Virgin Islands (BVI) - BVI Financial Services Commission Canada - Alberta Securities Commission Canada - IIROC Canada (Vice Chair) Canada - L Authorité des Marches Financiers du Quebec Canada - Mutual Fund Dealers Association of Canada Canada - Ontario Securities Commission / Investor Education Fund Costa Rica - Bolsa Nacional de Valores de Costa Rica Costa Rica - Superintendencia General de Valores Curacao - The Central Bank of Curacao and Saint Maarten Ecuador - Superintendencia de Compañias Honduras - Comision Nacional de Bancos y Seguros Panama - Superintendencia del Mercado de Valores Paraguay - Comision Nacional de Valores Peru - Superintendencia del Mercado de Valores Trinidad and Tobago - Trinidad and Tobago Securities and Exchange Commission United States - FINRA (Vice Chair) Uruguay - Banco Central Del Uruguay 4

5 Strengthening Regional Resources to Implement the FC/IE Agenda IFIE Americas IFIE Americas Practical work on key FC/IE issues of interest to Americas region On the continuum of issues in financial education; financial capability; investor literacy/education in the Americas Practical problem-solving and implementation strategies and sharing best practices in the region Extending reach and applicability of learning/partnering Leveraging, extending and customizing work of IFIE Global 5

6 IFIE Americas Chapter Workplan 2013/14 Set Priorities Establish working groups related to Priorities Provide webinar opportunities for additional professional development and best practice sharing Look for opportunities for meaningful face to face gatherings Work to expand membership/organizations interested in the work of IFIE Americas Expand IFIE Americas Leadership Group 6

7 IFIE Americas Chapter Workplan Achievements 2013/14 Set Priorities and Establish Working Groups related to Priorities Working Group I - Retail Forex (work completed) Working Group II - Content Delivery - Issues specific to Americas (work ongoing) Working Group III - Funding and Partnerships relevant to region set up Provided webinar opportunities for additional professional development and best practice sharing Partnership and Funding Webinar 18 Sept 2013 Evaluation for ROI for Funders/Partners 12 Feb

8 IFIE Americas Chapter Workplan Achievements 2013/14 Look for opportunities for meaningful face to face gatherings 9 December 2013 Rio de Janeiro, hosted by ANBIMA 21 May 2014 IFIE Americas Chapter meeting in relationship to IFIE-IOSCO Global Investor Education Conference Work to expand membership/organizations interested in the work of IFIE Americas On going Expand IFIE Americas Leadership Group Weekly meeting expanded to 5 Organizations in Region plus IFIE Secretariat 8

9 IFIE Americas Chapter Workplan Proposal 2014/15 Set Priorities Discuss at 21 May 2014 Send Summary from 21 May 2014 meeting with additional priorities/proposals to membership for additions/reactions Finalize priorities Finalize Workplan Working Groups Working Group II On Content Delivery Work on any particular issue that is relevant to Region that comes out of work to date including Conference 1-2 webinars planned for this content area in 3 rd quarter of

10 IFIE Americas Chapter Workplan Proposal 2014/15 Working Groups, cont. Working Group III on Partnerships and Funding Send Survey to IFIE/Americas membership on partnerships/funding and tie to global network survey of same Add membership to Working Group III on Funding and Partnerships and focus on specific regionally relevant issues Should we establish another working group? Webinars Leverage global programme schedule Work with IFIE to add any topics important to IFIE Americas membership 10

11 IFIE Americas Chapter Workplan Proposal 2014/15 Look for meaningful face-to-face meeting opportunities adjacent to other well-attended meetings in region Plan for next Chapter Annual Meeting with 2015 Conference Should we create opportunities for virtual discussions on issues to engage the membership? How often? Quarterly? Other priorities? 11

12 For more information on IFIE Americas visit: IFIE Americas pages or 12