OECD-FCAC Conference on Financial Literacy: Partnering to Turn Financial Literacy into Action


26-27 May 2011
The Westin Harbour Castle, Toronto, Canada


This 2-day global conference sought to advance and elevate the dialogue on financial education in the Canadian and international arena. It focused on how we can help individuals improve their financial knowledge and the way they manage their personal finances.


Toronto Picture


Speaker presentations



PLENARY - National and global measure of financial literacy

• Ms. Adele Atkinson, Policy Analyst, Financial Affairs Division, OECD, Global Measures of Financial Literacy

• Ms. Jennifer Robson, Senior Policy Research Officer, Policy Research Initiative, Canada, Financial Literacy in Canada: Setting a baseline
• Mr. Aleksander Rychwalski, Department of Education, Polish Financial Supervision Authority, Poland, Measurement study in Poland: Objectives, challenges & preliminary findings
• Ms. Olivia Davids, Head of the Consumer Education Department, Financial Services Board, South Africa, Promoting an informed nation


WORKSHOPS: Necessary steps to address the gaps


Workshop 1 - Credit and debt management: How can we help people tackle these difficulties and avoid   the path leading to bankruptcy?

• Mr. Jim Callon, Superintendent, Office of the Superintendent of Bankruptcy Canada, How can we help people tackle these difficulties and avoid the path leading to bankruptcy?
• Mr. Michael Chapman, Senior Expert, Financial Affairs Division, OECD, Financial Consumer Protection & Financial Education Relating to Credit
• Ms. Laurie Campbell, Executive Director, Credit Canada, Credit Canada
• Ms. Teresa Perchard, Director of Policy, Citizens Advice, United Kingdom, Household debt and bankruptcy - the view from Citizens Advice Bureaux in the United Kingdom


Workshop 2 - Does technological innovation equal financial inclusion: What will be the role for financial education?

• Ms. Denise Dias, Policy Specialist, Consultative Group to Assist the Poor (CGAP), Mexico, Does technological innovation equal financial inclusion? What would be the role of financial education?
• Dr. K. C. Chakrabarty, Deputy Governor, Reserve Bank of India, Information and Communication Technology driven Financial Inclusion-The Financial Access and Education Challenge
• Mr. Richard Wilson, Director, Digital Experience, Digital Strategy & Experience, RBC Royal Bank, Canada, Using Technology to Support Financial Education


Workshop 3 - Planning for retirement: How can we help people better understand and prepare themselves for this important life event?

• Dr. Debbie Harrison, Senior Visiting Fellow, The Pensions Institute, Cass Business School, United Kingdom, National Pension Communication Campaigns & Annual Pension Statements
• Mr. Malcolm Hamilton, Partner; Mercer Human Resource Consulting Limited, Canada, Planning for Retirement
• Dr. Jack Mintz, Director and Palmer Chair, School of Public Policy, University of Calgary, Canada, Planning for Retirement with Reasonable Targets
• Mr. Tom Reid, Senior Vice President, Group Retirement Services, Sun Life Financial Inc., Canada, The road to workplace savings


WORKSHOPS: Effective coverage and delivery


Workshop 4 - Social marketing and communication tools: How can we apply them to improve the design of financial education programs?

• Professor Dilip Soman, Rotman School of Management, University of Toronto, Canada, Social Marketing and Financial Literacy
• Mr. Marcin Polak, President of the Board, Think Global Ltd., Poland, How to use new media platforms and edutainment to increase financial awareness
• Mr. Gilbert Peffer, xDelia Project Coordinator, CIMNE, Polytechnic University of Catalonia, Spain, Moving beyond knowledge and information in financial capability: Lessons from xDelia
• Ms. Wendy Arnott, Vice President, Social Media & Digital Communications, TD Bank Financial Group, Canada, How @TD’s Using #socialmedia to Support Financial Literacy


Workshop 5 - Building capacity: How to develop effective train-the-trainer programs?

• Mr. Steve Stillwell, Senior Manager, Money Advice Service, United Kingdom, Building Capacity How to develop effective train-the-trainer programs
• Mr. Casey Cosgrove, Director, Canadian Centre for Financial Literacy, Canada, Building Capacity: How to Develop Effective Training of Trainers Programs
• Ms. Christine Colbert, Director of Projects and Research, Canadian Association of Family Resource Programs, The Canadian Association of Family Resource Programs (FRP Canada)
• Mr. Shri Prashant Saran, Whole Time Member, Securities and Exchange Board of India, Financial Education: Training the Trainers


Workshop 6 - Financial education in schools: How do we bring financial education programs into the classroom?

• Ms. Flore-Anne Messy, Principal Administrator, Financial Education, OECD, Financial education at School: International OECD/INFE Guidelines
• Ms. Delia Rickard, Senior Executive Leader for Financial Literacy, Australian Securities and Investments Commission, Australia, Financial Literacy in schools - The Australian Experience

• Mr. Mitch Murphy, Education Consultant with the Western School Board in Prince Edward Island and member of Canada's Task Force on Financial Literacy, Financial Education in Schools
• Ms. Jane Rooney, Director, Financial Literacy and Consumer Education, Financial Consumer Agency of Canada, Financial Literacy in Schools


PLENARY - Gender and financial education: an overlooked issue

• Ms. Annamaria Lusardi, Director, Financial Literacy Center, and Professor of Economics at Dartmouth College, United States of America, Gender Differences in Financial Literacy: Empowering Women
• Dr. Angela Hung, Director, Center for Financial and Economic Decision Making, and Senior Economist,  Rand Corporation, United States of America, Gender and Financial Education




PLENARY - Importance of evaluation of financial education programs: challenges and existing international best practices and tools

• Ms. Diana Crossan, Commissioner, Retirement Commission, New Zealand, Importance of Evaluation of Financial Education Programmes
• Ms. Adele Atkinson, Policy Analyst, Financial Affairs Division, OECD, Evaluating financial education programmes: turning principles into action
• Ms. Janet M. Murray, Financial Literacy Evaluator, Social Enterprise Development Innovations, Canada, The Financial Literacy Evaluation Project: Building a Pan-Canadian Community of Practice


PLENARY - Nudging or educating consumers on financial issues: opposing or complementary interventions? How can we influence financial behaviours in the long term?

• Professor Dilip Soman, Rotman School of Management, University of Toronto, Canada, Nudging or Educating?
• Dr. Paul Cox, Senior Lecturer of Finance, Business School of the University of Birmingham, United Kingdom, Designing Findings From Behavioural Economics into Pension Schemes: Evidence from the UK
• Ms. Delia Rickard, Senior Executive Leader for Financial Literacy, Australian Securities and Investments Commission, Australia, Acting on the lessons from behaviouraleconomics


PLENARY - National strategies on financial education: international guidelines and highlights of the new Canadian strategy

• Ms. Flore-Anne Messy, Principal Administrator, Financial Education, OECD, National Strategies for Financial Education : Preliminary International Guidance
• Ms. Ursula Menke, Commissioner, Financial Consumer Agency of Canada, Building a Financially Literate Canada




If you have any questions, please contact:


Ms. Marta Trzcinska, Assistant,, tel: +33 (0)1 45 24 78 30
Ms. Jennah Huxley, Assistant,, tel: + 33 (0)1 45 24 85 55
Mr. Andrea Grifoni, Policy Analyst,, tel: +33 (0)1 45 24 83 53


Ms. Martine Belanger,


See also

The OECD International Gateway for Financial Education:


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