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Date
:
10 November 2014 (Monday)
Venue
:
Auditorium, Hong Kong Monetary authority, 56/F,
Two International Finance Central, Hong Kong
Time Agenda
8.30 - 9.30
Registration
9.00 - 9.30
Opening remarks
Professor Cheng Kwok Hon, Leonard, IEC Chairman; President of Lingnan University
9.30 - 9.35
Opening ceremony
  • - Professor K C Chan, Secretary for Financial Services and the Treasury, Hong Kong Special Administrative Region of the People's Republic of China
  • - Professor Cheng Kwok Hon, Leonard, IEC Chairman; President of Lingnan University
  • - David Kneebone, IEC General Manager
9.35 - 10.05
Keynote address
Professor K C Chan, Secretary for Financial Services and the Treasury, Hong Kong Special Administrative Region of the People's Republic of China
10.05 - 11.00
The Netherlands national strategy for financial education
Olaf Simonse, Ministry of Finance, the Netherlands
11.00 - 11.20 Morning break
11.20 - 12.30
Panel discussion: Hong Kong strategy for financial literacy

Moderator. Wan Chi Yiu, Andrew, IEC Executive Committee Member; Chief Financial Officer and Senior Director (Corporate Affairs), Securities and Futures Commission

Panellists.
  • - Chan Tze Ching, Ignatius, IEC Executive Committee member; Senior Advisor, The Bank of East Asia
  • - Chu Lap Kiu, Carmen, IEC Executive Committee member; Executive Director (Banking Conduct), Hong Kong Monetary Authority
  • - David Kneebone, IEC General Manager
  • - Dr Yoong Su-yin, Joanne, Senior Economist of the University of Southern California's Center for Economic and Social Research (CESR) and Director of CESR's US East Coast office and Assistant Professor of the National University of Singapore's Saw Swee Hock School of Public Health
12.30 - 13.45 Networking lunch
13.45 - 13.50
Introduction: Advancing financial education in schools
Lee Sha Lun, Sheridan, IEC Executive Committee Member; Principal Education Officer (Curriculum Development), Education Bureau, Hong Kong Special Administrative Region of the People's Republic of China
13.50 - 15.20
Presentations and panel discussion:
  • IEC Research: Understanding financial literacy in schools

    Kwok Lai Yin, Jeanette, IEC Senior Manager

  • In-depth overseas case study

    Damian Yip, IEC Senior Manager

  • Supporting financial education in Hong Kong

    Lam Yuk Wah, Christine, Country Business Manager, Citibank Global Consumer Banking

  • Promoting financial literacy in Hong Kong schools - a case study

    Diocesan Girls' School

  • Panel discussion
15.20 - 15.35 Afternoon break
15.35 - 15.40
Introduction: Financial literacy and retirement planning
Cheng Yan-Chee, IEC Executive Committee Member; Chief Corporate Affairs Officer and Executive Director, Mandatory Provident Fund Schemes Authority
15.40 - 16.20
Global developments: long-term savings and investments - presentation and commentary
  • - Dr Yoong Su-yin, Joanne, Senior Economist of the University of Southern California's Center for Economic and Social Research (CESR) and Director of CESR's US East Coast office and Assistant Professor of the National University of Singapore's Saw Swee Hock School of Public Health
  • - Chiu Siu Po, Steve, Former Chairman, Institute of Financial Planners of Hong Kong
  • - Ko Yuk Kwai, Cecilia, IEC Deputy General Manager
16.20 - 16.45
Panel discussion: Financial literacy and retirement planning

Moderator. Cheng Yan-Chee, IEC Executive Committee Member; Chief Corporate Affairs Officer and Executive Director, Mandatory Provident Fund Schemes Authority

Panellists.
  • - Chan Sun Hung, IEC Executive Committee Member; Acting Assistant Commissioner of Insurance (Policy and Development) , Office of the Commissioner of Insurance, Hong Kong Special Administrative Region of the People's Republic of China
  • - Chiu Siu Po, Steve, Former Chairman, Institute of Financial Planners of Hong Kong
  • - Ko Yuk Kwai, Cecilia, IEC Deputy General Manager
  • - Dr Yoong Su-yin, Joanne, Senior Economist of the University of Southern California's Center for Economic and Social Research (CESR) and Director of CESR's US East Coast office and Assistant Professor of the National University of Singapore's Saw Swee Hock School of Public Health
16.45 - 17.00
Closing remarks
David Kneebone, IEC General Manager
17.00 - 18.30 Cocktail reception