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23
SME FINANCE FORUM
2023 SME Finance Forum in-person Members’ Meeting
Mumbai
Add to Calendar 2023-09-11 20:00:00 2023-09-11 20:00:00 2023 SME Finance Forum in-person Members’ Meeting The second 2023 Members Meeting of the SME Finance Forum will take place in person in Mumbai, during the Global SME Finance Forum 2023.   The meeting will happen on September 12th from 9AM to 12PM local time in the Grand Hyatt Mumbai Hotel & Residences. The room assigned to the meeting is the Main ballroom.  Members joining us in Mumbai, should RSVP to attend that session on the event website. Those joining virtually will be provided a WEBEX link. -------------------------- Join this exclusive and interactive session to meet members, hear their success stories, provide your input on our 2024 services, and get to know our new CEO, Qamar Saleem.  AGENDA OUTLINE Opening remarks by Matthew Gamser and introduction of incoming CEO Qamar Saleem.  Inspiring Member Stories  Overview of 2023's Member services and 2023 survey results.  Breakout sessions on Sustainable Finance, Inclusive Finance, Supply Chain Finance, AgriFinance, Digital Transformation, and Data risk and Regulation.  ->> Share your insights through interactive polls and guide the Forum’s 2024 offerings.    Mumbai SME FINANCE FORUM ronyg@panapps.co America/New_York public
июл
23
SME FINANCE FORUM
Fireside Chat with Gina Taylor Cotter, EVP & GM - Global Commercial Services at American Express
Add to Calendar 2023-07-19 20:00:00 2023-07-19 20:00:00 Fireside Chat with Gina Taylor Cotter, EVP & GM - Global Commercial Services at American Express Matthew Gamser, CEO of the SME Finance Forum, will host Gina Taylor Cotter, EVP & GM - Global Commercial Services from our member American Express, for a fireside chat to discuss how AmEx is using the latest technology to serve its SME clients. Earlier this year, American Express launched Business Blueprint™, the company’s new digital cash flow management hub designed exclusively for small businesses. It features cash flow insights, digital financial products, and an easy way to reach and manage SMEs’ Business Cards. Business Blueprint builds on the Kabbage platform, which was acquired in 2020 as part of American Express’ expansion of its small business offerings.   Speakers:   Gina Taylor Cotter  SVP and General Manager of Global Business Financing for Global Commercial Services Gina has amassed tremendous experience in her more than 21 years with American Express, specializing in areas such as customer acquisition, product management, risk management and strategy. She is a seasoned lending leader, having led teams in a variety of functional areas overseeing various aspects of the lending business for American Express.  She is known as a leader who challenges the status quo, successfully driving large-scale strategy and business transformation initiatives. Gina is currently the head of Global Business Financing, the division focused on serving small and mid-size customer’s working capital and financing needs with a variety of short-term lending solutions. Global Business Financing is a high growth opportunity for the American Express Commercial Services business. Merchant Financing and Working Capital Terms are two of the fast growing products within the suite. In her previous role, Gina was head of the corporate payments product suite that served mid-size and large clients globally, including the management of the T&E and B2B product suite. Prior to her time in product management, Gina led a strategy and business operations function for the small business division. Gina also led the Project Resource Team, a unique approach to flexible project based staffing, enabling the small business division to opportunistically retain high-performing employees while flexibly staffing strategic projects. She is an advocate of advancing a culture of flexibility through workplace innovations. Gina lives and breathes workplace flexibility as she works virtually from her Los Angeles home office.   She has also served as Vice President and General Manager, Customer Acquisition and was responsible for leading the customer acquisition and cross-sell strategy for the small business division for both charge and lending products.   Previously, Gina served as Vice President, Risk Management working in various underwriting and customer management functions.   Matthew Gamser CEO of the SME Finance Forum Matt has over 35 years’ experience in private enterprise and financial sector development. He has worked for IFC for 10 years in various positions, including heading the advisory services for the financial sector in East Asia-Pacific (from Hong Kong). Prior to IFC he worked for 25 years in the private sector in management consulting and technology/small-scale industry development. He holds A.B. and A.M. degrees from Harvard University, and M.Sc. and D.Phil degrees from Sussex University (UK), where his work focused on the management of technological change.   Questions from the audience are welcomed anytime before and during the session. Prior registration is required to attend.  Please register from here.     SME FINANCE FORUM ronyg@panapps.co America/New_York public
июн
23
SME FINANCE FORUM
Partnering SMEs in responding to Climate Change
WEBINAR
Add to Calendar 2023-06-27 20:00:00 2023-06-27 20:00:00 Partnering SMEs in responding to Climate Change Climate change is leading to profound changes in the way businesses operate. For small and medium enterprises (SMEs), these changes will accelerate as stakeholders, regulators and competitors respond to the global challenges of climate change. Financial institutions (FIs) have an instrumental role in facilitating the transition for SMEs while adapting their own business models to meet the growing demands for climate financing. In this webinar, IFC will share insights on the changing realities faced by SMEs, discuss the implications for FIs, and provide some practical tools that can be deployed by FIs to meet the growing demand for finance to address the impacts of climate change. Speakers William BELOE IFC Financial Institutions Group – Acting Head of Climate Will works with IFC’s Financial Institutions Group with the mandate to grow IFC’s climate commitments to an average of 35% of its portfolio between 2021-25. He has been responsible for developing specific climate focused product areas including Green Buildings Finance (over $400m booked in FY22) and for supporting clients grow their portfolios with climate smart strategies (both grasping opportunities and managing risks). He is also responsible for ensuring IFC’s portfolio of FI investments are Paris Aligned. In 2017, Will moved to DC from Beijing where he led IFC’s work supporting financial markets on issues relating to climate change across Asia since 2012. Prior to this role, Will led IFC’s Sustainable Business advisory programs for South Asia out of Delhi. Will began his career in London as a derivatives trader before moving to Asia. He holds a Master’s in Business Administration from INSEAD and speaks Mandarin Chinese.   Jeremy LEVIN IFC Global Manufacturing – Thematic Lead Jeremy has more than 25 years of experience working with a wide range of private sector, government clients and other stakeholders providing technical, operational and project management in energy efficiency, renewable energy, and climate change efforts. He currently leads several IFC engagements with Global Brands who are seeking to address sustainability challenges in their supply chain. Prior to joining IFC, Mr. Levin was a task team leader at the World Bank, where he led operations deploying a variety of financing mechanisms to support increased use of energy efficiency and renewable energy options in developing countries. Mr. Levin holds a BA with Distinction in Economics and Environmental Sciences from the University of Pennsylvania and a Master’s of Science in Civil and Environmental Engineering from the Massachusetts Institute of Technology (MIT).   Erdenedelger (Degi) BAVLAI First Deputy CEO, Khan Bank Erdenedelger (Degi) is the First Deputy Chief Executive Officer at Khan Bank of Mongolia. She joined Khan Bank in 2010 as the Head of the Treasury Department, advancing to Director of Treasury and Investment Banking in 2012, Vice President of Corporate Banking in 2017, and Deputy CEO in 2020.  She manages business lines, investor relations, and the bank’s business and digital strategy. She holds a Master’s in Public Administration from Indiana University of the United States.     Eric NAIVASHA Associate Director, Energy, Environment & Climate Change at Equity Group Eric is the Associate Director, Energy, Environment & Climate Change at Equity Group.  He has great passion for climate change mitigation and adaptation initiatives especially promoting resilience and adaptive capacity in agriculture, clean energy transitions & environmental conservation. Mr. Naivasha has over 22 years of experience in finance and business consulting in different markets across Africa. For the last 10 years, Mr. Naivasha has implemented projects in Climate Smart Agriculture, agro-forestry, Renewable Energy & Energy Efficiency, Water Efficiency and Waste Management and also developed appropriate financing structures for mitigation & adaptation.   Moderator Cheryl WANG IFC Financial Institutions Group – Associate Investment Officer Cheryl works in the IFC Financial Institutions Group as an Associate Investment Officer in the Climate Finance team. She contributes to the team’s work primarily in the Capital Markets and Funds space. Cheryl started her career in Singapore in corporate strategy and transactions. She holds a Master’s in Business Administration from IMD Business School.   Host   Khrystyna Kushnir Knowledge Management Lead at the SME Finance Forum Khrystyna has over ten years of experience in private enterprise and financial sector development. Before joining the Forum, Khrystyna worked as an operations analyst at the Development Economics of the World Bank Group. Before working for the Group, she was a Research Assistant for Central and Eastern Europe at the Heritage Foundation. Kushnir holds MA in International Economic Relations from the American University and is a Fulbright scholar.   If you have additional questions, please write to us at SME Finance Forum. WEBINAR SME FINANCE FORUM ronyg@panapps.co America/New_York public
июн
23
SME FINANCE FORUM
Climate Disclosure Training: TCFD for the Financial Sector
WEBINAR
Add to Calendar 2023-06-04 20:00:00 2023-06-04 20:00:00 Climate Disclosure Training: TCFD for the Financial Sector In order to provide financial institutions, issuers and preparers of financial filings with high-quality training on climate disclosure and provide an overview of the Task Force on Climate-related Financial Disclosures (TCFD) recommendations, the SME Finance Forum and the IFC (facilitated by UN SSE) are providing a multifaceted, certified course. The objective is to facilitate a multistakeholder dialogue on TCFD disclosure and provide an understanding of the importance of climate-related disclosure. The course consists of 2 modules of 120 minutes and is CDP certified (participants will receive a certificate upon completion, enabling individuals with professional body membership to use the training as part of continuing professional development requirements). The training will be virtual and Members of the SME Finance Forum are welcome to sign up for the sessions. Session of Day 1 provides an overview of what climate-related reporting is and why it is important. It will also provide participants with the global and regional context and focus on the initial steps on how to address the TCFD recommendations. By the end of the workshop, participants will be able to: Explain the financial risks & opportunities associated with climate change, and the importance of climate-related financial disclosure. Understand the key elements of climate-related financial disclosure and outline the characteristics of good practice Identify the initial steps organizations need to take to implement the recommendations of the TCFD. If you missed the sessions you can relive the event here: Day 1 - June 5th:  RECORDING Day 2 – June 6th:  RECORDING   Facilitators: Tiffany Grabski (SSE) Vanina Vegezzi (SSE) Maheen Arshad (UNEP-FI) Wenmin Li (UNEP-FI) --------------------------------------- By registering for this event, you agree to the SME Finance Forum/IFC Event Privacy Notice. WEBINAR SME FINANCE FORUM ronyg@panapps.co America/New_York public
май
23
SME FINANCE FORUM
WEBINAR Digitalizing SME Lending: Increasing Financial Inclusion Using Alternative Data and Innovative Lending Models
Add to Calendar 2023-05-30 20:00:00 2023-05-30 20:00:00 WEBINAR Digitalizing SME Lending: Increasing Financial Inclusion Using Alternative Data and Innovative Lending Models According to The Voice of the SME, 66% of SMEs want to receive faster access to credit when needed—often within a week or less.  In recent years, lenders have responded to this demand, with many now offering instant credit decisions and same-day disbursements.  These new offerings are made possible by the availability of a strong data ecosystem that facilitates data exchange and analysis. Lenders can look beyond traditional financial and bank statements as a basis for credit decisioning toward new alternative data sources, such as accounting and e-commerce systems, payment gateways, and others.  In addition to accelerating lenders’ decisioning speeds, these new capabilities may help lenders more quickly calibrate their models, reduce their application processing costs, and broaden the range of SMEs they serve.    This webinar will explore compelling case studies of newly digitalized SME lending journeys across Asia and Latin America. We will hear from Jocata, a leading product and services firm based in Hyderabad, India that works with financial institutions to digitize SME lending journeys through open finance, credit scoring, and alternative data. In addition, we will also learn from Strands, a Barcelona-based firm that brings 15 years of experience in machine learning, open banking, and AI to create innovative digital solutions for businesses. Strands operates globally, including in emerging markets of Africa, Asia, the Middle East, and Latin America.  Speakers: Claudio Cungi, Strands' Chief Product Officer   Claudio has been Strands' Chief Product Officer since December 2021. Claudio Brings over 10 years of experience in digital strategy and digital transformation in the financial service industry. Claudio has been initially focusing on Management and Strategy Consulting for 6 years, gaining a deep understanding in Banking digital transformation projects and then gaining a focus on Open Banking and FinTech services. He later joined the CRIF group in 2018 as a Senior Product Manager for Open Banking and Fintech. As CRIF performed the Strands acquisition, Claudio was appointed in Strands as Chief Product & Marketing Officer to support the scale up of the company and shape the vision. Claudio holds a degree in Economics and a master's in Business Administration from the Università Cattolica del Sacro Cuore. In addition to his native Italian, Claudio is fluent in English, Spanish and German.   Prashant Muddu, Managing Director and CEO at Jocata For the past 20 years or so, Prashant has been involved in the creation of an ecosystem for Digital Lending, Customer Analytics, Transaction Profiling, Compliance & Risk Management. His current initiatives include Artificial Intelligence-led strategies for transformation projects that help financial institutions design & implement end-to-end digital experiences with a focus on digital on-boarding, real-time lending (including trade-credit), and revenue assurance (fraud, waste and loss prevention). Jocata is powering Banks and institutions with platform capabilities to create a customer-centric, unified value proposition extending beyond what can be traditionally accessed, by creating a digital ecosystem (e.g., bridging banking, e-commerce, loyalty, payments) that enhances the customer experience, increases their stickiness, reduces cost and lays the groundwork for offering them more customized digital products. Institutions that can go further and successfully orchestrate an ecosystem strategy by building partnerships and monetizing data, could increase their ROE by 9-10%.   Moderator: Hans Koning, Global Chief Industry Specialist Digital Finance at IFC  Hans is global Chief Industry Specialist Digital Finance at the International Finance Corporation (IFC), a member of the World Bank Group. IFC is the largest global development institution and aims to grow the private sector in developing countries by providing lending facilities, equity investments and advisory services. IFC’s investment commitments were $32.8 billion last year. Hans and his team engage with digital banks, digitizing financial institutions, and digital ecosystem platforms in developing countries, with the purpose of supporting these digital financial services providers in their financial inclusion ambitions. Hans is a Dutch executive with 25 years of experience in banking, private equity, wealth management, international project finance and global strategy. He has a degree in Business Economics from the University of Groningen and attended Executive Programs at business schools INSEAD and IMD. He is based out of Washington, DC.  Host Khrystyna Kushnir, Knowledge Management Lead at the SME Finance Forum. Khrystyna has over ten years of experience in private enterprise and financial sector development. Before joining the Forum, Khrystyna worked as an operations analyst at the Development Economics of the World Bank Group. Before working for the Group, she was a Research Assistant for Central and Eastern Europe at the Heritage Foundation. Kushnir holds MA in International Economic Relations from the American University and is a Fulbright scholar.       EVENT RECORDING --------------------------------------------------------- SME FINANCE FORUM ronyg@panapps.co America/New_York public
май
23
SME FINANCE FORUM
Webinar: Leveraging Data to Create Value Propositions for SME Clients
Add to Calendar 2023-05-16 20:00:00 2023-05-16 20:00:00 Webinar: Leveraging Data to Create Value Propositions for SME Clients Understanding the needs of target customers and developing products and services to meet these needs is a key capability for leading financial institutions. This webinar will examine the value of leveraging data on both existing and potential SME customers to segment the market, identify customer segments the bank would like to target (e.g., women entrepreneurs, Very Small Enterprises -aka VSE-, companies in a particular industry) and design value propositions (financial and non-financial products and services) to address these needs. Speakers Vikram Kotibhaskar, Co-founder and CEO of CrediLinq. Vikram is a seasoned SME and Retail Banking professional with 22 years of experience, having worked in multiple geographies in cross-functional roles. His expertise is in SME lending, using alternative data for credit underwriting, and digital transformation initiatives.  In his most recent role at Standard Chartered, he was the Head of Lending Products and the Chief Product Owner for the Business Banking Group. He held various cross-functional positions within GE Capital and was a part of GE's Corporate Staff. He is committed to the growth of SMEs in the digital economy by providing them with innovative lending solutions at their point of need.  He is based in Singapore and holds an MBA from Drexel University.     Gregorio Moreno, PRODUBANCO SME Segment Vicepresident. Gregorio has helped Produbanco become a leader and a reference in different business segments for the last nine years. He works with and for SMEs because he is convinced they are the key to a better future and will literally help us save the world. He specializes in business planning and intelligence, is a big fan of creative destruction, and value competition and competitiveness. He enjoys working and occasionally have crazy ideas.     Esteban Hidalgo, PRODUBANCO Product and Sustainability Coordinator. Esteban has four years of experience in the banking sector, starting with product management for the retail deposits segment to add value by generating new products that adapt to customer needs. Currently, I work as the Product and Sustainability Coordinator for the Small and Medium-sized Enterprise segment, where I lead the product team to maintain a growth and innovation strategy in the product portfolio. Additionally, I am responsible for incorporating a sustainability strategy into the business through the Green Lines Program.   Sergio Davalos, PRODUBANCO SME Digital Coordinator. Sergio is a Texas Christian University Economics Graduate who has worked at Produbanco Grupo Promerica Ecuador since 2018. As part of the SME department, he led a new bank segment dedicated to serving new companies and developing non-financial offerings. In addition, he oversees the SME operation center. "I look forward to sharing my insights on serving the needs of new businesses in the financial sector during the upcoming webinar."     Sanjay Kalpage Co-Head of IFC’s SME Banking Advisory Practice Group for Africa Sanjay is a Senior Financial Specialist with IFC’s Financial Institutions Group (FIG) Advisory team in Africa, where he co-leads the Banking Advisory Services Practice Group for the region. He is based in Nairobi, Kenya, and provides technical expertise on SME banking and risk management to financial institutions throughout the continent.  He joined IFC in 2014. Sanjay has over 20 years of experience in the consulting and banking industries. Prior to joining IFC he was a Director at Standard Chartered Bank where he worked in the Bank’s Singapore and London offices in a variety of roles in strategy, corporate banking, and corporate management. Previously, Sanjay was a management consultant with McKinsey & Company, where his clients included a range of financial institutions and governments in both developed and developing countries.   Aditya Sharma, Global Head, Products and Portfolio, Business Banking at Standard Chartered Bank   Aditya is an experienced SME and commercial banker with over 20 years of experience and is currently the Global Head of Business Banking Risk at Standard Chartered Bank, responsible for managing credit risk in Asia and African markets and is based in Singapore. In his earlier assignments in Standard Chartered Bank as Head of Global Working Capital and Trade products for business Banking, Aditya successfully rolled out trade and working capital solutions using simple rule-based products to ease lending to SMEs in Asia and Africa. As part of the Regional Commercial Banking team, based in Dubai in earlier roles, Aditya has worked extensively to drive SME business in Middle Eastern markets and with guarantee agencies and local govt bodies to increase access to SME financing. In his years in India in SME product management, he has hands-on experience managing different SME products to expand SME lending. As Head of the Commercial Branch, he also has a very close understanding of transacting and servicing the needs of SMEs in emerging markets. In his current role, Aditya is actively engaged in repurposing the SME business and risk management business with the help of alternate data and digital tools in partnerships with Fintechs to expand the reach and access to micro SME segments which historically were out of reach under traditional Banking for most of Banks. Under his leadership, Bank has undertaken several initiatives across markets to automate and digitize SME lending. Aditya holds an MBA from Mumbai, India and his interests include traveling, reading and playing piano.   Moderator Jose Felix Etchegoyen - Senior Operations Officer - IFC José has over 25 years of experience in international banking and emerging markets, focused on unbanked or underserved populations. Currently at IFC, he leads advisory services, product development and strategy for the Banking on Women business line. He also leads mentoring and training activities on best practices in Banking on Women. He supported several financial inclusion and women economic empowerment projects globally with focus on underserved populations (MSME, Women, Immigrants, etc.). He leads projects across two continents focusing on SME, gender finance and digital financial services. He supports banks in the structuring and launching of value propositions focus on sales approach, credit underwriting processes and non-financial services for middle market, SME, and micro segments. Jose leads IFCs Data and Gender Global Practice Groups to ensure the adherence to best practices across MSME banking, gender finance, data and analytics. Prior to joining IFC, he served as Director of Financial Services at PricewaterhouseCoopers Advisory Services in Washington D.C. and Principal Banking Solutions Specialist at SAS Institute in Miami, Florida. He also worked in leading FIs in the USA. and Latin America such as Citibank and Banco Santander. José holds a Master of Business Administration (MBA) in International Business Strategy and Finance from the Kellogg School of Management (Evanston, USA).   Host   Khrystyna Kushnir, Knowledge Management Lead at the SME Finance Forum. Khrystyna has over ten years of experience in private enterprise and financial sector development. Before joining the Forum, Khrystyna worked as an operations analyst at the Development Economics of the World Bank Group. Before working for the Group, she was a Research Assistant for Central and Eastern Europe at the Heritage Foundation. Kushnir holds MA in International Economic Relations from the American University and is a Fulbright scholar.   SESSION RECORDING ---------------------------------------------------------------   SME FINANCE FORUM ronyg@panapps.co America/New_York public