CERISE+SPTF ANNUAL MEETING 2022
This year marked the first in-person annual meeting since 2019—and it was a joy to be together again.
WORKING GROUP SPECIAL SESSIONS: DIGITAL FINANCIAL SERVICES STANDARDS, SOCIAL INVESTORS, OUTCOMES, and GREEN TRAINING
Apuntes de la sesión
Client Protection Pathway
The Social Investor Working Group explored ways to define an action plan for a big boost to the client protection standards and pathway: How can we, the community of signatories of the Joint Statement and other like-minded investors, collectively make the Client Protection Pathway into the global industry tool for responsible client management?
Apuntes de la sesión
SFDR Data Collection
The Social Investor Working Group also did a deep dive into SFDR, working to establish guidelines for data providers on investor needs and requirements related to SFDR reporting, in order to improve coordination and optimize the data offer in the market.
Apuntes de la sesión
Cerise+SPTF presented ideas for a harmonized set of indicators to be included in an outcomes module for the SPI tool. The group will discussed whether these proposed indicators are relevant and useful for both financial service providers (to understand and better serve their clients) and for related stakeholders (e.g., investors, networks, regulators) to understand the impact of financial services on clients.
Apuntes de la sesión
For investors, technical assistance providers, and networks interested in encouraging environmental performance management among financial service providers.This session focused on:
- Making the argument for Environmental Performance Management (EPM)
- Sharing main concepts, standards, and tools for EPM assessment
- Supporting financial service providers in developing an environmental strategy
THURSDAY | 29 SEPTEMBER 2022
SPEAKERS
Laurent Biddiscombe
Laura Foose
Executive Director of SPTF
Cécile Lapenu,
Executive Director of CERISE
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“We are therefore especially grateful for the help of our partners, such as CERISE and SPTF which we have been supporting for 8 years now, and which are working daily on shaping a better environment for responsible finance.”
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Laurent Biddiscombe
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“The Sustainable Development Goals are ambitious by design. That is their function—not to fine tune around the margins, not to describe the world we think we can deliver, but to describe the world we can all agree that we really want. It may not happen even if you say it out loud. But it definitely won’t if you don’t.”
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Laura Foose
Outcomes: Exploring the Connection Between Investment in Social and Environmental Performance Management and Better Client Outcomes
In this session, experts on outcomes measurement and management shared what specific outcome indicators they use to understand changes in clients’ lives, how their thinking on indicators has evolved over time, and how financial service providers are applying insights from outcomes data to strategic decisions. We also debated some fundamental outcome questions, including the pros and cons of qualitative data, whether intermediate outcomes are the right ones to track, and defining what constitutes a “good” outcome.
SPEAKERS
Devin Olmack
Senior Associate, 60 Decibels
Lucia Spaggiari
Stephanie Beatriz Garcia Van Gool
Cecile Lapenu
Executive Director, CERISE
Amelia Greenberg
Apuntes de la sesión
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Strengthening Market Systems for Customer Protection and Benefit
Only through collective and coordinated action can we safeguard the stability and vitality of the inclusive finance sector. This session will start with an overview of the importance of the Client Protection Pathway, and then focus on the critical role that national associations and regulators play in promoting engagement and good practice by financial service providers. Cerise+SPTF will highlight their market systems work in Philippines, Egypt, Nicaragua, and Cambodia.
Vandy Phal
Secretary-General, Cambodian Microfnance Association
Mona Zulficar
Chair of the Egyptian Medium Small and Microfinance Federation (EMSMF)
Dr. Ahmed Abd El-gawad
Head of MSMEs Financing Regulatory Unit, Financial Regulatory Authority of Egypt
Mr. Sherif Lokman
Sub-Governor for Financial Inclusion, Central Bank of Egypt (CBE)
Sheyla Sobalvarro
Independent Consultant, former executive with Comisión Nacional de Microfnanzas (CONAMI) of Nicaragua
Allan Sicat
MODERATOR
Nitin Madan
Director of the Responsible Inclusive Finance Facility for Southeast Asia, SPTF
Strengthening market systems presentation
In this visioning workshop, speakers presented three different approaches to promoting customer empowerment at the market level, based on pilot testing underway in Nigeria, the Philippines, and Cambodia. This interactive session facilitated peer learning and reflection about the various levers and techniques to strengthen customer empowerment and to address specific points of disempowerment along a financial customer’s journey.
Lalaine Joyas
Independent consultant working with MCPI | Philippines
Vong Pheakyny
CMA | Cambodia
Adeluyi Olajide
Head, Agent Banking, FCMB | Nigeria
Anton Simanowitz
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How to Mainstream Environmental Performance Management
What are the financial and non-financial products clients most need to achieve environmental goals, adapt to climate change, and take advantage of economic opportunities? This session featured case studies presented by experts from the field that have used green management to create benefits for financial service providers and their clients. The session will also increase awareness of the contents of Dimension 7 of the Universal Standards and the Green Index 3.0.
Christoph Jungfleisch
Julie Torres-Szantyr
Marion Allet
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When Bill Gates was still running Microsoft out of his parents’ garage, he and his partners participated in a visioning exercise called “the big hairy audacious goal.” They came up with: Computing will no longer be limited to mainframes. In our lifetime, computers will become personal. Every person will have a personal computer, and all households and businesses will be run on personal computers. Not many people believed that was possible. Then again, not many people believed that social and environmental performance management for financial services could be defined, let alone embraced, let alone have impact. Ten years later, here we are.
So what is the next big hairy audacious goal for inclusive finance? In this interactive closing plenary, we will ask each of you to share your hopes for what inclusive finance can achieve in the next ten years, and we will also share our ambitious goals in three key areas: empowerment of all customers, regulation that does not stop at protection but aims for better outcomes, and inclusion of the very hardest to reach.
Eric Duflos
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Cerise+SPTF sincerely thanks Agence Française de Développement for sponsoring this event.
Visit our Flickr page for (amateur) photos from the September 28 and September 29 sessions.
