Join senior thought-leaders, including Ann Cairns and John Glen MP, alongside representatives from UN Women and UK Finance to name but a few, as they come together to discuss how to reduce exclusion on a national and international scale.
Delivered by voices from across the entire financial inclusion ecosystem, discussions will include the effect of the COVID-19 pandemic on financial inclusion efforts, financial education and literacy, overcoming barriers to access, regulation, gender inclusion, and inclusive insurance, as well as country-specific case studies from around the world.
With the COVID-19 pandemic shining a bittersweet spotlight on the importance of financial inclusion worldwide, this Summit brings together leaders from within the UK and globally to discuss the challenges facing efforts to reduce exclusion, and to breed crucial innovation in this time of critical importance to the economic recovery of those hit hardest by the events of the last two years
I’m excited about speaking at the Financial Inclusion Summit 2022 – as the world’s largest insurance group, AXA believes that Financial Inclusion represents both an important strategic market for growth, and an obligation to companies like ours to serve customers that have been traditionally underserved. Financial Inclusion is a challenging area for innovation as well as an opportunity for valuable cross-industry partnership, which makes forums like the Summit so useful for us. I’m looking forward to sharing our own experience – successes and failures – and to learning from an incredible panel of other contributors.
At Letshego, Financial Inclusion sits at the core of our strategic intent to improve lives. Our primary focus is delivering innovative solutions that meet the needs of customers who have been financially excluded or underserved in an affordable and efficient manner. The Financial Inclusion Summit 2022 provides a platform for us to share our learnings, network with other players, and gain new insights from other continents and experts.
Financial inclusion is the driver of economic growth in emerging markets. 1.7+ billion of people are still financially excluded, and a higher gap in the global welfare distribution exists. People in emerging markets are lacking many opportunities with limited social welfare benefits (insurance, pension). Thus, channeling money towards this market became a key priority to empower them. I am honored to be part of this conference, and looking forward to sharing my experiences from Latin America.
In her role as Executive Vice Chair, Ann represents Mastercard around the world, focusing on inclusion, diversity and innovation. She plays the important role of senior ambassador and executive leader and sits as part of the company’s global management committee. Prior to her current appointment, Ann was President of International Markets responsible for the management of all Mastercard customer- related activities in over 200 countries.
Ann brings more than 20 years’ experience working in senior management positions across Europe and the U.S. Prior to joining Mastercard in 2011, Ann was head of the Financial Services Group with Alvarez & Marsal, CEO of Transaction Banking at ABN-AMRO and held senior positions at Citigroup.
Ann is currently chair of ICE Clear Europe, owned by the Fortune 500 company Intercontinental Exchange (ICE). She is also global chair of the 30% Club and the chair of the Financial Alliance for Women. In addition, Ann is the lead non-executive board member for the UK government’s department for Business, Energy and Industrial Strategy (BEIS) and is a member of the UK government’s AI Council. She has a Pure Mathematics degree and honorary doctorate from Sheffield University and a M.Sc. with research into medical statistics and honorary doctorate from Newcastle University.
John Glen was appointed Economic Secretary to the Treasury and City Minister on 9 January 2018. He was Parliamentary Under Secretary of State for the Department for Culture, Media and Sport from 14 June 2017 to 8 January 2018, and Parliamentary Private Secretary to Philip Hammond from July 2016 until June 2017. John Glen MP was first elected to Parliament as the MP for Salisbury in 2010. He previously worked for Eric Pickles and Sajid Javid as a Parliamentary Private Secretary.
Mary Ellen Iskenderian is President and CEO of Women’s World Banking, the global nonprofit devoted to giving low-income women in the developing world access to the financial tools and resources they require to achieve security and prosperity. She joined Women’s World Banking in 2006 and leads the Women’s World Banking global team, based in New York, and also serves as a member of the Investment Committee of its two impact investment funds.
Mary Ellen is a passionate advocate for women’s economic empowerment through greater access to finance and is a leading voice for women’s leadership in financial services. She has spoken widely and published extensively on the topic of equality of economic opportunity and women’s financial inclusion.
Prior to Women’s World Banking, Mary Ellen worked for 17 years at the International Finance Corporation, the private sector arm of the World Bank. She had previously worked for the investment bank Lehman Brothers. Mary Ellen is a permanent member of the Council on Foreign Relations, as well as a member of the Women’s Forum of New York, and the UN’s Business and Sustainable Development Commission.
A 2017 Rockefeller Foundation Bellagio Center Fellow, Mary Ellen holds an MBA from the Yale School of Management and a Bachelor of Science in International Economics from Georgetown University’s School of Foreign Service. Most recently, she was recognized in the Forbes 50 over 50: Investment list, which highlights female investors and financial leaders. Her upcoming book, There’s Nothing Micro About a Billion Women: Making Finance Work for Women will be published by MIT Press in March 2022.
Bob is Chairman of UK Finance Ltd, Vesta Global Holdings Limited and Bink (Loyalty Angels Ltd. He is a Non-Executive Director of the Qatar Financial Centre Authority (Chairman of its Audit Committee) and of Symphony Environmental plc and Queens Club Ltd. He is a member of the Advisory Boards of Secure Broadcast Ltd, The CityUK, blockchain.com, Privately SA, Cancer Research UK and Remora Ltd. He is a member of the Panel on Takeovers and Mergers. He is a Visiting Fellow of Oxford University’s Said Business School and an Honorary Fellow of Cambridge University’s Judge Business School. He is Adjunct Professor of the University of Queensland. He is Vice Patron of the Royal Marines Charity and a Founding investor in Margot Restaurant, Covent Garden. He is a Fellow of the Institute of Chartered Accountants and has a BSc in Business Administration and an Honorary Doctorate from Bath University. He is a Companion of the Chartered Management Institute. He is an Officer of the Order of St John.
During 2018/19 he was a Founder Commissioner of the Blockchain Commission for Sustainable Development. During 2016 and 2017, Bob was Chairman of Victoria Beckham Ltd, developing a growth plan and securing an equity investment of £30m to fund it. Between 2015 and 2018, he was a Non-Executive Director of Nordengine Capital Ltd. Between 2013 and 2018 he sat on the Council of the Royal College of Music and chaired its £40m More Music Campaign.
He was a member of the International Business Advisory Board of British Airways from April 2012 to Dec 2014. Between 2009 and early 2014 he was Chairman and led the restructuring of Yell (renamed hibu). He was an Ambassador for UK Business for the Prime Minister in 2011. He chaired the Green Investment Bank Commission for the Chancellor of the Exchequer during 2009/2010 which reported in July 2010. In 2008, he chaired a panel of leading London financial services company CEO’s for the incoming Mayor of London, Boris Johnson, producing a major report on how to maintain London’s competitiveness in global terms for the decade ahead and now sat during this period on the Mayor’s Panel of Economic Advisers.
In 2007, he authored a report for the then Prime Minister on how to improve school governance using lessons from the corporate world. He is a Past Master of and Member of the Court of the Worshipful Company of International Bankers. Between 2006 and 2009, Bob was a member of the Court of the Bank of England and of its Risk policy and Audit Committees, prior to which he was a Non-Executive Director of Royal Mail Group plc and Chairman of its Audit Committee for 3 years. Between 2010 and 2014, he was Chairman of Expansys plc until it was taken private. Between 2009 and 2011, Bob was the European Financial Services Operating Partner of Advent International. Between 2009 and 2011, Bob was Chairman of the National Education Employer Partnership Taskforce. From 2009 until its takeover by Grainger Trust plc in 2010, Bob was Chairman of Sovereign Reversions plc. Between 2004 and 2010, he was Deputy Chairman of Business in the Community (the UK’s leading corporate social responsibility organization). Between 2009 and 2015, he was a member of the Cranfield School of Management’s Doughty Centre for Corporate Responsibility. Previous roles included being a Trustee of Terence Conran’s Design Museum for 7 years and a Trustee of the children’s wheelchair charity Whizz-kidz for 6 years.
In January, 2009, Bob resigned as Chairman of Merrill Lynch Europe, Middle East and Africa following the completion of the takeover by Bank of America. Since 2004, Bob had chaired Merrill Lynch’s EMEA Region Executive Committee with responsibility for a business with c$6bn of revenue, c$3bn of pretax income and 8,000 employees in 23 countries. He also sat on Merrill Lynch’s Global Operating Committee and Client Coverage Council. During this time, he was a member of the Senior Practitioner Committee of the Financial Services Authority, the FSA’s nominated representative on the Market Consultative Panel of the Council of European Securities Regulators, sat on the boards of LCH.Clearnet plc (Chairing its nomination committee) and Euroclear plc (and its strategy committee), was a member of the Chancellor’s “wise men” group representing key financial stakeholders in London, was a member of the Chairman’s Committee of the London Investment Banking Association, a member of the Panel on Takeovers and Mergers (and its remuneration committee) and on the EU Advisory Panel of the London Corporation. Previous roles at Merrill Lynch included Chairman of European Investment Banking, Global Head of Telecoms, Media and Technology Investment Banking, Head of UK Investment Banking and Head of Corporate Broking. Prior to joining Merrill Lynch, Bob was a Director of Deutsche Bank and previously of Morgan Grenfell where he spent the first ten years of his banking career.
Expert Speaker Faculty
Sabrina Castelli is Founder and CEO of Mujer Financiera, an edtech that aims to collaborate with women’s financial education through technology and education.
Sabrina is an Accountant and a Bachelor of Administration graduated with honors from the University of Buenos Aires. She taught Financial Administration for 5 years at the University and worked for +12 years in multinational companies in the areas of finance and sales, until at the age of 31 she had the courage to become an entrepreneur.
As a result of her family history, Sabrina researched for more than 7 years how financial education impacts women’s lives and thus discovered that today there are +1 billion women in the world who don’t have access to education and financial services. Inspired by this reality, she decided to create Mujer Financiera, the first platform of financial education for women that combines education, community and personal finance management.
Currently, Mujer Financiera has a community of +200 thousand women from all over Latin America and has trained more than 50,000 women in +12 countries.
Natasha Dinham is the Lead Advisory & Executive Education at Roots of Impact, where she runs the Impact Linked Fund for Gender-Inclusive Fintech. Before joining Roots of Impact, Natasha led the Innovative Finance Initiative at the Bertha Centre for Social Innovation, an organisation using creative and disruptive tools to drive capital towards better social outcomes. Here she co-convened the University of Cape Town’s Graduate School of Business’s Impact Investing in Africa course. Prior to this Natasha managed technical assistance portfolios in Africa, Eastern Europe, and Central Asia at FMO, the Dutch Development Bank.
Natasha has served on multiple investment committees and advisory boards for SME funds, and is currently the Chair of the Green Outcomes Fund, a €30m results-based finance structure that supports investment into early-stage green businesses. Natasha holds a masters degree in Economic Science from the University of the Witwatersrand where she served as an associate lecturer in Economics, and a certificate from Harvard Kennedy School’s Rethinking Financial Inclusion Program.
Jorge Farfan is an Investment Director at Bamboo Capital Partners responsible for operations across LatAm. He is also Fund Manager for two funds addressing financial inclusion, and holds board positions in some of the investee companies. Prior to joining Bamboo, Jorge was Senior Manager for Investment Banking Advisory at EY in the North LatAm region, where he advised clients from Peru, Chile, Brazil, Mexico, USA and other Asian and European countries for more than five years on various financial transactions in M&A, value creation, project finance, and capital raising for financial, retail, health, energy, and infrastructure companies.
Before EY, Jorge worked as Head of the Risk Management Competence Center and Consulting Project Manager for three years for the management consulting arm of Frankfurt School, based in Frankfurt, Germany. In this position, he advised several banks and financial institutions in risk management, strategic management, product development, and financial capital structure in more than 15 countries in Africa, LatAm, and Asia.
Jorge holds a MPA from Columbia University, a MBA from Universidad Adolfo Ibáñez, a Masters in Finance from Universidad del Pacifico, and a B.A in Economics from Universidad Catolica in Peru.
Investment Manager at Maj Invest, Danish asset management company with USD 18 Bn AuM. Irina is a dedicated Investment Manager bringing 12 years field experience of working in the impact investment industry.
Irina has been working in various frontier markets, delivering strategic investment recommendations to investors and advisory and risk assessment services to financial institutions. Lead and participated in the origination and successful execution of 40 transactions with over USD 400M in value across various sectors (microfinance, agriculture finance, SMEs, affordable housing, RE finance, factoring & leasing, fintechs).
Prior to working with Triple Jump BV and Microfinanza Rating, Irina started her career as Project Manager providing support in the implementation of the EU economic development policies within the European Parliament.
Irina holds a MS in Microfinance and a MA in European Politics and Policies from Solvay Business School, as well as several international certifications on Strategic Leadership on Inclusive Finance from Harvard Business School, and certified expert in agriculture finance, climate and RE energy finance from Frankfurt School of Finance & Management.
Irina covers Latin America & Africa, assuming also the position of Sustainability Manager (interim).
Mac Gardner, a Certified Financial Planner practitioner, has served in the financial services industry for more than 20 years.
His passion for financial literacy led him to publish his first book, “Motivate Your Money!” in 2013. The book served as a tool to share his extensive experiences in the field of Personal Financial Planning. Through the book, his ability to simplify complex financial concepts through stories and his “Mac Nuggets” helped his clients along their financial planning journey. As his family grew and his clients began to ask him for ways to teach their kids about managing money, he decided to use elements from his first book to develop a financial literacy platform for young children. “The Four Money Bears” represent the four basic functions of money. When children gain exposure to money management skills at an early age, they are likely to develop healthy financial planning habits as adults.
Mac also serves as Founder and Chief Education Officer of FinLit Tech. The company’s mission is “Building a Bridge Between Financial Literacy and Financial Technology”. His firm has recently entered a partnership with eMoney Advisor to collaborate in the development of their new Financial Education & Wellness platform.
As the Head of the Secretariat, Hannah is responsible for the day-to-day management of the activities of the Access to Insurance Initiative (A2ii). In this capacity she works closely with the International Association of Insurance Supervisors and insurance supervisors in supporting the development of an enabling regulatory environment for financial inclusion.
Before joining the A2ii, Hannah worked at Insurance Europe in Brussels as Head of International Affairs and Reinsurance whilst also running the Secretariat for the recently established Global Federation of Insurance Associations. After graduating from Edinburgh University, Hannah started out her career working for Lloyds of London in London.
Jesse is CEO at the Finance Innovation Lab, leading the Lab’s work to build a financial system that serves people and planet.
Prior to joining the Lab, Jesse was Director of the Development Strategy and Finance Programme at ODI, an international think tank, where he led a research and policy team working on how to finance the Sustainable Development Goals (SDGs).
For the six and a half years prior to that, Jesse was Director of the European Network on Debt and Development (Eurodad), a network of 50 European civil society organisations (CSOs) working for transformative changes to global and European policies, institutions and structures to ensure an environmentally sustainable financial and economic system that works to eradicate poverty and ensure human rights for all. Before that he was Coordinator of the Bretton Woods Project, a watchdog of the World Bank and IMF, and worked for ActionAid UK on development finance policy. He has also worked for the Department for International Development (DFID) and various other non–governmental organisations, on both development finance and international environmental policy.
Jesse is a trustee of Jubilee Debt Campaign, which is focused on the connections between poverty and debt, part of a global movement working to break the chains of debt both globally and in the UK, and build a finance system that works for everyone. He is also a trustee of Tax Justice UK, a campaigning and advocacy organisation that works to ensure that everyone in the UK benefits from a fair and effective tax system.
Peter is an experienced social enterprise innovator, with more than a decade of experience driving global financial inclusion.
Peter is currently responsible for Digital Channels for the Emerging Customers division of AXA, the world’s largest insurance group. He also leads the company’s involvement in the CEO Partnership, a Davos-based consortium of 10 leading multinationals working to achieve financial inclusion.
Prior to working with AXA, Peter led the growth of social innovator MicroEnsure for eight years, providing more than 50 million people with their first insurance policies. He is also a co-founder of two other startups, including East African insurtech Turaco.
He holds degrees from Oxford University, Emory University, and Davidson College.
As Chief Executive of Responsible Finance, Theodora works with her team to increase the provision and awareness of finance from community development finance institutions (CDFIs), so that all businesses, people and communities have access to the finance they need to thrive. Theodora’s previous experience includes working in community finance in the UK and the US. Originally from Greece and having spent many years in the US, she lives in London with her husband and daughter.
Eddie is an experienced Financial Services professional with over 30 years of experience in the IT industry. He has worked in many sectors, primarily payments, but also including retail & SME banking, life assurance, corporate and investment banking, post-trade securities services, and credit reference.
He has a keen interest in the roots of financial services in the UK, and their relationship with the social history of the country. His experience with IBM has taken him around the world with significant amounts of time spent in South Africa, Central and Eastern Europe and the major European economies.
He has a strong network of contacts, not least with the challenger banks and post-PSD2 service providers. Eddie has served on Pay.UK’s Participant Advisory Council since July 2018. He is also a member of the Financial Services Council at techUK.
Away from the office, Eddie is Chair of Middlesex County RFU Ltd and a Council Member of the Rugby Football Union.
Nikki Kettles is the Executive Head of Programmes at FinMark Trust. Prior to joining FinMark Trust, Nikki’s experience was mainly in corporates. This included Group Sales and Market Development Director for NamITech, one of the largest suppliers of security solutions to Financial Service Providers and Mobile Network Operators. Nikki also worked for a financial service provider as the Head of Digital and Mobile Solutions.
As FinMark Trust’s Head of SADC FI, Nicole managed the strategic development and implementation of the regional SADC and individual country financial inclusion strategies to support the vision of making financial markets work for the poor. She had responsibility for the implementation of the MAP programme and executive oversight for the insight2impact programme within FMT. She is a Digital Payments Expert and provides technical support on payments to stakeholders. Nikki’s skillset includes strategic planning and implementation, deep and extended skills in financial inclusion, Development Programme Management, Financial Services and Digital Financial Service technical skills, innovation, and new business development. Nikki holds a BSc in Civil Engineering (Wits), a Master’s in Business Administration (Wits), National Payments Systems South Africa (PASA), and a certificate in Digital Money (DFI from Tuft’s University).
Gender and private sector expert focusing on reducing organizational barriers for women´s greater access to capital, employment and the market. Cecilia has over 15 years of experience designing and implementing strategies to bring about change in organizations policies and practices for women’s inclusion and economic autonomy mainly in Latin America. Her work has focused on bridging the demand and supply side for women led MSMES for women financial inclusion by improving products and services offered to them, leading organizations through a process of incorporating policies and practices for greater inclusion, developing inclusive business models for small and growing businesses and contributing to the development of an inclusive financial and entrepreneurial ecosystem. She has done so by working with international development organizations, governments, impact investors, fundations, development financial institutions, MSMES, and intermediaries to undertake gender diagnostics, implement gender strategies and action plans, training, and developing tailored tools and resources. She is currently a Financial Inclusion Senior Advisor for the UN Women and Gender and Business Expert associated at Value for Women.
Richard started working on micro insurance in January 2002 when he joined Opportunity International a leading microfinance provider from Benfield Greig (now Aon Benfield), a global reinsurance intermediary. At Benfield he worked as a reinsurance broker responsible for the African account and worked in a team covering the Middle East and South East Asia.
Richard pioneered the introduction of insurance products within the Opportunity Network which lead to the establishment of MicroEnsure in 2006. As a leading insurance intermediary for the mass market, MicroEnsure provides life, health and weather index insurance to over 60,000,000 people in 16 countries in Africa and Asia. In July 2020 MicroEnsure merged with STP Risk and Tonka BI to form “The Micro Insurance Company”.
Richard also served on the steering committee of the ILO “Micro Insurance Innovation Fund” a $35m fund provided by the Gates Foundation and has served as a member of the Micro Insurance Network Board.
Mick McAteer is an experienced advocate for economic and social justice. His work focuses on three areas: financial system reform; citizen-consumer rights; and technology/ data services. He has a particular interest in how our system of citizen-consumer rights and protections deals with the harms created at the intersection of technology/ data and markets and services, and how data can be used for public good.
He is founder and Co-Director of The Financial Inclusion Centre, a UK not-for-profit policy and research group. The Centre’s mission is to promote financial markets that work for society. He is a director of Action for Financial Inclusion (AfFI), a community interest company set up to turn policy ideas into action.
He is Chair of the anti-poverty charity Z2K, Chair of Registry Trust, Deputy Chair of the Consumer Council of Northern Ireland. He is a board member of the CARITAS (Westminster) Advisory Board, Council member of the Irish Financial Services and Pensions Ombudsman, and a member of the UK Regulators Network (UKRN) Expert Panel.
Previously, he was a board member of the Financial Conduct Authority (FCA)/ Financial Services Authority (FSA) which regulates the UK’s financial markets for six years until the start of 2016. He was Chair of the FCA’s External Risk and Strategy Committee (ERSC) which is responsible for ensuring the risks to the FCA’s statutory objectives are identified and mitigated. He was also on the FCA’s Oversight and Audit Committees. He was with Which? (the UK’s most influential consumer group) for 13 years and formulated the organisation’s policy on financial services. He led the work on exposing major scandals such as pensions, mortgage endowment and PPI mis-selling, and work on reform of pensions, insurance and banking industries. Prior to this, he worked for five years for two major fund management firms in London.
He has also held a number of other senior board and committee positions. He was a board member of the Financial Reporting Council’s (FRC) Professional Oversight Board, a non-executive director of The Pensions Advisory Service (TPAS), and a board member of ShareAction (the movement for Responsible Investment).
At EU level, he was previously Chair of the European Commission’s Financial Services User Group (FSUG), and an advisory committee member of all the main European Supervisory Authorities.
Michael J. McCord is one of the world’s leading experts in developing and managing microinsurance products. His decades of experience include working as controller of a U.S. commercial bank, chief executive officer of a microfinance institution in Uganda, and regional director for microfinance programs in Africa with FINCA International.
In 2000, Michael founded the MicroInsurance Centre, an internationally recognized consulting firm and microinsurance thought leader committed to providing three billion low-income people across the world with access to valuable microinsurance products. In September 2017, the MicroInsurance Centre joined Milliman, a global consulting firm with deep insurance expertise and a shared vision for protecting people in emerging markets from sliding back into poverty.
Michael is a highly respected voice in the microinsurance field, working in the areas of research, advocacy, and development of microinsurance products and processes that meet the unique needs of low-income clients. He is a founding member of the Microinsurance Network, where he served as chairman of the board in 2015 and 2016, and a member of the steering committee for the Munich Re Foundation / Microinsurance Network Annual Microinsurance Conference.
In 2015, Michael served as head of the Microinsurance Working Group for the Asia-Pacific Financial Forum (APFF). Michael specializes in institutional development for microinsurance, development of new products, and analysis of microinsurance programs. He has worked in over 75 countries for clients that include commercial insurers, foundations, bi- and multi-lateral development agencies, regulators, non- governmental organizations and others. In addition to his consulting and advocacy work, Michael has written extensively on microinsurance, including numerous microinsurance case studies, reports and manuals, and has provided microinsurance training to thousands of people across the globe.
Diana Mejía is a Senior Specialist in Financial Inclusion and Education at CAF – Development Bank of Latin America. Prior to this position, she worked for the Central Bank of Colombia where she was Director of Economic and Financial Education and Director of Institutional Communication, among other functions. She is an economist with a master’s degree in economics from Universidad de los Andes in Bogota, Colombia and has a master´s degree in public administration from the Kennedy School of Government at Harvard University. In her work experience she has participated in various projects on financial inclusion and financial education in Latin America including projects that measure the financial capabilities of the population in various countries of the region, as well as having advised national governments on the design and implementation of national strategies on financial inclusion and financial education. She has also led projects on innovation, productivity and technical and vocational education and training in several countries in Latin America. She has authored several publications on the subject.
Focused on tech-enabled value generation in Insurance and Financial Services, Shân is an expert in practical support for corporate intrapreneurs, and scale-up advisory for entrepreneurs. She is a facilitator, speaker, StoryTeller, coach and advisor. In addition to her own firm, Bright Blue Hare, Shân is Innovation & Customer Lead for GreenKite, a boutique professional services firm specialising in Delegated Authority Management; and Coaching Director for corporate creativity experts, EDII. Shân specialises in FinTech’s role in Financial Inclusion, Open Finance, ESG, and AI/Data Ethics. “Working on the basis that Tech-driven Innovation should create sustainable value for Colleague, Customer and Society, my starting point is always: what do the real humans building, regulating and working in 21st century Financial Services need to know, think about, do more — and differently?”, she says.
Shân is a FinTech Delivery Panel Board member for InsurTech, and co-Chair of the TechNation FinClusion 2.0 initiative. She is an active connector and collaborator, including Cabinet Office-sponsored Access to Insurance and Finance Innovation Lab’s Data Transparency Network. She is Board Advisor for biodiversity social enterprise Heal Rewilding; and the co-host of the podcast series #HerStory, powered by grassroots Digital4All community, Digital Women. Shân originated and co-edited Wiley bestsellers The AI Book (2020) and The InsurTech Book (2018), and Open Finance: The Future of Insurance Innovation? (TechNation, July 2021).
Promise is a fellow of the Institute of Chartered Accountants of Nigeria (ICAN) and an Associate of Chartered Institute of Taxation of Nigeria. He is an Accounting Graduate of University of Nigeria and also holds a Master’s degree in Finance of the same University. With a post graduate experience spanning over 30 years, Promise is a highly experienced professional in various fields spanning across Lecturing, professional accounting practice, Investment and Commercial banking, Pension fund administration and Investment, Consulting and Microfinance. He was A former Chief Finance Officer (CFO) of Accion Microfinance bank in Nigeria where he worked as a top level executive and a Microfinance expert for 9 years. He joined Accion when the company was barely one year old and was part of the Executive Management Team that nurtured the bank from a start-up to now a reputable player and market leader in Microfinance subsector in Nigeria. He also worked briefly as the Bank’s Chief Commercial Officer (CCO). He had previously worked with Oak pensions Ltd as Head of Compliance and Audit, and Head of Investment Management Departments. Promise had also worked with NAL Bank Plc (Now Sterling Bank) where he headed several Units and Departments as well as other Financial Institutions and other organizations. Over the last Ten years, he has been trained in various aspects of Leadership, Microfinance and Financial inclusion including Harvard Business School (Boston USA), Boulder Training Institute (Turin, Italy), Lagos Business School (AMP 27) among others.
As the CFO of Accion, he worked with local and international DFI’s in providing the much needed funding in support of the bank’s operation and growth over the years. Promise is currently the CEO and founder of Financial Inclusion Platform Limited which commenced operations in 2017 as a Consulting outfit in Microfinance and Financial inclusion. The firm serves as an investment advisory gateway into Nigeria’s Microfinance market. Financial Inclusion Platform is a major Financial Inclusion enabler in Nigeria working with many Local and International institutions and agencies involved in promoting financial inclusion. Promise also served as a Consultant to AFC of Germany working with GIZ (German Cooperation) in its SEDIN Program in Nigeria involved in promoting Financial Literacy, deepening Financial Inclusion, and Financial System Stability in Collaboration with Central Bank of Nigeria.
Promise is also the CEO of Impact Training Centre Ltd – (The Microfinance Academy) which runs courses and training programs for Microfinance Banks and Microfinance professionals. He is a trainer and facilitator with National Association of Microfinance Banks in Nigeria Lagos Chapter (NAMBLAG) for microfinance certification examinations as well as with Chartered Institute of Bankers (CIBN) CCPD programs. He is also a facilitator for the Institute of Chartered Accountants of Nigeria (ICAN) Lagos Mainland District. Promise is married with children.
Ms. O’Donnell is the Senior Vice President overseeing International Projects for the World Council of Credit Unions, where she leads financial inclusion and digital innovation through partners in WOCCU’s global network of 86,000 financial cooperatives in 118 countries and 291 million members. She is currently leading WOCCU’s $40 million portfolio of Financial Inclusion programs, increasing access and beneficial usage of financial services for the under-banked and is launching innovative programs such as WOCCU’s Digital Transformation Lab and piloting a Gender Lens Finance Method in Senegal.
Previously, Ms. O’Donnell has a 20+ year track record advancing global economic systems to benefit the underserved as a successful innovator, thought leader and practitioner dedicated to international economic development programs focused on digital innovation and financial inclusion. Ms. O’Donnell designed and launched the innovative GSMA Foundation’s mWomen and GSMA mFarmer partnership programs with USAID, the Gates Foundation, AusAID and Visa. In her career, she has led financial inclusion research analytics for the Bill & Melinda Gates Foundation, UNCDF the World Bank, USAID and others. Previously, as a venture capital analyst, supported investments in start-up technology companies and also pursued two entrepreneurial ventures in New York and in the UK. Megan has a M.A. in International Development and a B.A. in Economics from Stanford University.
WOCCU’s financial inclusion programs drive technology innovation and access to finance in volatile and underserved environments to empower vulnerable populations. Importantly, we believe that applying a gender lens approach to technology and finance delivery and access is necessary to optimize social and economic outcomes. All stakeholders from FinTechs to financial providers and governments would benefit from integrating a gender lens into their worldview. Systems from the global down to the village level nearly always have different sets of standards, norms and even laws that women and men must navigate to support their businesses and lives, with women often in a disadvantaged position.
Currently, WOCCU is piloting a gender lens methodology with our Senegalese credit union partners to integrate a gender lens so that women can access more and better finance for their businesses- our new method 1) improves women’s credit processes, 2) formalizes women’s business and 3) creating women’s peer networks – WOCCU’s Global Women’s Leadership Network connecting professionals globally, providing mentorship and other resources to advance women’s leadership in the finance sector.
Ashley Onyango is the Head of Financial Inclusion and AgriTech with GSMA’s Mobile for Development team, driving innovation in digital technology to reduce inequalities in our world. Ashley oversees the work of the Mobile Money programme, supporting the GSMA members and industry stakeholders to increase the utility and sustainability of mobile money services and increase financial inclusion, and the AgriTech programme, supporting the mobile industry, agricultural sector stakeholders, innovators and investors in AgriTech space to launch, improve and scale impactful and commercially viable digital solutions for smallholder farmers in the developing world.
Ashley has been championing financial inclusion and the development of agrifood systems across sub-Saharan Africa since 2009. During this time, Ashley designed and managed funds, investing in agribusinesses and fintechs across the continent, with Root Capital and Africa Enterprise Challenge Fund (AECF), to catalyze innovation and growth for wide impact. Ashley has played key roles in driving and supporting gender lens investing in her work. She also worked with Mastercard Foundation and Financial Sector Deepening Africa (FSDA), managing financial inclusion programmes, partnering and working with a wide array of implementing partners and key stakeholders in the industry.
– Director at the Financial Inclusion Department (DIF), at Banco Nacional de Angola and Construction Project for the Financial Inclusion Observatory and Microfinance Project as Manager (2018-to date);
– Director at Economic Studies Department (DEE), at Banco Nacional de Angola (2016-2018) and acted as Technical and Scientific Assistance Projects (PATC) and Policy Forecasting and Analysis Systems´ (SPAP/FPAS) Manager;
– Chairperson of the Macroeconomic Subcommittee of the Committee of Governors of SADC Central Banks (July 2016 to July 2017);
– Master’s Degree at Brandeis University (2011-2009) in International Economics and Finance;
– Master’s Degree at Williams College (2004-2003) in Development Economics;
– Undergrad at Humboldt University (1991-1987) in International Economics and Finance;
– Chairperson from the Angolan Fulbright Alumni Association and cofounder (March 2006 to Mai 2021).
Rashmi is an Executive Leader with over 16 years of experience in Digital Finance, Impact Investment, and Market Development across East Africa and South Asia. She has been the Executive Director of FSD Uganda since 2019 and is responsible for strategy, fund-raising, organization and talent management, channeling FSD Uganda funds into cutting edge innovations, as well as effective Board and Board subcommittee management.
Prior to joining FSD Uganda, Rashmi worked as a Technical Specialist with CGAP at the World Bank and the Better Than Cash Alliance at UNCDF. Rashmi led CGAP’s global learning programs on merchant payments, innovative and scalable solutions to credit needs of micro, small and medium enterprises, and digital credit. With BTCA, Rashmi supported the Rwandan Ministry of Finance in the development and finalization of their National Payments Systems Strategy.
Prior to this, Rashmi was the co-founder of the “Sankalp Forum” – one of the largest deal flow pipeline platforms for for-profit social enterprises and took it to scale. The platform today has expanded across South, East Asia and East Africa.
Rashmi is a Fulbright Scholar and holds a master’s degree in Public Policy from Harvard Kennedy School of Government (2012-2014) and another in Spectroscopic Physics (2002-2004) from M.S. University, Baroda, India and has several other certifications.
Shilpi Shastri has over 15 years of experience in the financial inclusion sector with core focus on women-centered design solutions and economic empowerment. She has been working with diverse set of institutions across the globe and supporting them in launching commercially viable solutions that foster access and uptake of financial services by the underserved segment. She has led several projects in Asia, Africa and Middle East, spanning strategy, product lifecycle management, research, impact evaluation, and financial modeling. In the past, Shilpi has worked with Women’s World Banking, International Finance Corporation, among other organizations. An electronics engineer from MNIT, Jaipur, Shilpi holds an MBA from IIM Ahmedabad, India.
Neal is the Head of Financial Inclusion Programmes at the Trussell Trust, leading the charity’s work to ensure that people in crisis are able to access timely and high quality advice to maximise their income. Neal has extensive experience of leading national strategic partnerships, service development and influencing work, delivering significant impact for vulnerable groups. Neal’s career has been focused on the third sector, working in advice and community development for a decade, before leading Macmillan Cancer Support’s Financial Support Programme from inception for over 12 years. Neal joined the Trussell Trust in November 2019. Neal’s interests outside of work include reading and running a grassroots junior football team.
Richard currently leads the development of products and channels for the MSE market for Letshego Nigeria. His role also involves implementation of portfolio diversification strategies, and engaging partners to deliver on solutions that address the needs of the value chain players in the agriculture and education ecosystems. Richard has over 15 years of experience in financial institutions throughout Nigeria, and is a passionate advocate for financial inclusion among rural communities.
Lesley-Ann Vaughan serves as the Mojaloop Foundation Director of Product Strategy. She has been working in emerging markets for digital financial service innovation since 2005. She was part of the founding team behind M-PESA. In recent years she has worked for the Bill and Melinda Gates Foundation, CGAP, IFC, Microsoft, Mastercard, Accion Centre for Financial Inclusion, EFInA, FSD Kenya, GSMA, FSD Tanzania, DFiD & UNCDF as a freelance consultant. She is passionate about the potential for APIs to unlock the next generation of partnerships and co-opetition in payments, and what it takes to deliver that well.
The Financial Inclusion Commission (FIC) is an independent body made up of experts from financial services, businesses, the charity sector, academia and parliamentarians from all major parties https://www.financialinclusioncommission.org.uk/
Our mission is to champion financial inclusion as a policy priority for public bodies, businesses and civil society, and challenge exclusion wherever it occurs. Our vision is for a financially inclusive UK where financial services are accessible, easy to use and meet people’s needs over their lifetime, and where everyone has the skills and motivation to use them.
LINK is the UK’s largest cash machine network, and the busiest ATM transaction switch in the world.
The LINK Network forms a fundamental part of the UK’s payments infrastructure, through supporting access to cash, and setting the rules for ATM operators who want their cash machines to be part of the UK ATM Network.
ETF Stream is the leading media brand for everything ETF-related in Europe. Through our website, publications and events, we ensure all ETF industry participants stay up-to-date and informed on the latest trends in the space. Our team of dedicated journalists cover the latest news, provide expert analysis and share informed opinions on a range of issues across the ETF ecosystem. We are also dedicated to educating all investors while informing wealth and institutional managers through our events, guides, features, analysis and data tools.
Alongside our sister media brand, AltFi (www.altfi.com), which serves the alternative finance and fintech communities, we are making the most exciting parts of the investment industry more transparent and accessible to an increasingly wider audience.
Women’s World Banking is a global non-profit devoted to designing and investing in financial solutions, institutions, and policy environments in emerging markets to create greater economic stability and prosperity for women, their families and their communities.
For those of you attending in-person, we will be coming together in London this February. Working with the venue and following the guidelines from local and national authorities, we have developed robust COVID-19 mitigation protocols.
For online attendees, we will be running the event on the Hopin conference platform. Not only will you be able to view all the content as it happens, but you will also be able to network with both your fellow online attendees, as well as those in-person. You’ll also be able to pose your questions to the speaker faculty directly through the platform.
Bringing together senior-level executives from across the industry, the inaugural Financial Inclusion Summit promises an unrivalled networking and learning opportunity for everyone working in this space.
Financial Inclusion provides a rare opportunity to showcase your offering to a dedicated, world-class audience. Spaces are limited this year, please contact our commercial manager, Christian (email@example.com) to discuss opportunities for involvement.
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