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3/23/2016 1
#18MCSummit
Creating a collaborative
platform for capacity building
in Financial Inclusion:
University Meets Microfinance
Abu Dhabi, March 2016
3/23/2016 2
#18MCSummit
UMM was started in 2009 to foster
collaboration
Objectives
 Increase knowledge &
competencies on microfinance
 Promote field experience
opportunities
 Contribute to financial
inclusion
Enhance cooperation between
universities & practitioners
> 6,100 students, academics &
stakeholders reached
3/23/2016 3
#18MCSummit
3
All UMM activities are carried out under the umbrella of the European
Microfinance Platform (e-MFP) in the frame of the e-MFP Action Group «UMM».
Long term financial & institutional
partnerships
3/23/2016 4
#18MCSummit
1. Microfinance
Education
2. Microfinance
Research
3. Documentation of
Information
4. Professional
Exchange
5. Dissemination of
Information
FromKnowledgeCreationtoDiffusion
A multi-faceted approach to
developing capability
3/23/2016 53/23/2016 5
#18MCSummit
Results: Education
 Microfinance education in 30
European Universities
 51 seminars conducted in 25
European Universities with 1,457
students (2013-2015)
 3 train the trainer sessions with
26 PhDs and practitioners
 e-Learning platform under
development
3/23/2016 63/23/2016 6
#18MCSummit
Results: research & innovation
 81 Scholarships
 1500 euros for internships or field research in
developing countries
 applications scored by the Selection
Committee
 63 academics from 44 universities and 83
practitioners from 44 organizations
volunteered as UMM Selection Committee
members
 4 case studies on innovative microfinance
topics with graduate students
 23 awards granted to Master’s & PhD
students
3/23/2016 73/23/2016 7
#18MCSummit
Results: Knowledge exchange &
awareness raising
 14Workshops and 74 Public Events
 Publications
 11 awarded master theses
 14 thematic papers
 UMM Action Group at the European Microfinance
3/23/2016 8
#18MCSummit
12th UMM Workshop - University of
Bergamo on 11-12 June 2015
14th UMM Workshop - Frankfurt
School of Finance & Management on
14-15 September 2015
3/23/2016 9
#18MCSummit
Future plans: Expand this approach to
other regions
 Professionalisation of Human
Resources
 Exchange between
stakeholders across the Sub-
SaharanAfrica region
 Applied research in financial
inclusion
 Exchange between Academia
and Practitioners
Proposed budget: 1.5 mill Euro
Timeframe: 2016-2019
Target groups:
 Research institutions &
Universities
 MFIs & banks
 Regulators & policy makers
3/23/2016 10
#18MCSummit
Contact details
Frances Fraser
Operations Director
frances.fraser@positiveplanet.ngo
umm@positiveplanet.ngo
www.universitymeetsmicrofinance.eu/
universitymeetsmicrofinance
@UMMEurope

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Frances Fraser, University Meets Microfinance, South Africa, Creating a Collaborative Platform for Capacity Building in Financial Inclusion

  • 1. 3/23/2016 1 #18MCSummit Creating a collaborative platform for capacity building in Financial Inclusion: University Meets Microfinance Abu Dhabi, March 2016
  • 2. 3/23/2016 2 #18MCSummit UMM was started in 2009 to foster collaboration Objectives  Increase knowledge & competencies on microfinance  Promote field experience opportunities  Contribute to financial inclusion Enhance cooperation between universities & practitioners > 6,100 students, academics & stakeholders reached
  • 3. 3/23/2016 3 #18MCSummit 3 All UMM activities are carried out under the umbrella of the European Microfinance Platform (e-MFP) in the frame of the e-MFP Action Group «UMM». Long term financial & institutional partnerships
  • 4. 3/23/2016 4 #18MCSummit 1. Microfinance Education 2. Microfinance Research 3. Documentation of Information 4. Professional Exchange 5. Dissemination of Information FromKnowledgeCreationtoDiffusion A multi-faceted approach to developing capability
  • 5. 3/23/2016 53/23/2016 5 #18MCSummit Results: Education  Microfinance education in 30 European Universities  51 seminars conducted in 25 European Universities with 1,457 students (2013-2015)  3 train the trainer sessions with 26 PhDs and practitioners  e-Learning platform under development
  • 6. 3/23/2016 63/23/2016 6 #18MCSummit Results: research & innovation  81 Scholarships  1500 euros for internships or field research in developing countries  applications scored by the Selection Committee  63 academics from 44 universities and 83 practitioners from 44 organizations volunteered as UMM Selection Committee members  4 case studies on innovative microfinance topics with graduate students  23 awards granted to Master’s & PhD students
  • 7. 3/23/2016 73/23/2016 7 #18MCSummit Results: Knowledge exchange & awareness raising  14Workshops and 74 Public Events  Publications  11 awarded master theses  14 thematic papers  UMM Action Group at the European Microfinance
  • 8. 3/23/2016 8 #18MCSummit 12th UMM Workshop - University of Bergamo on 11-12 June 2015 14th UMM Workshop - Frankfurt School of Finance & Management on 14-15 September 2015
  • 9. 3/23/2016 9 #18MCSummit Future plans: Expand this approach to other regions  Professionalisation of Human Resources  Exchange between stakeholders across the Sub- SaharanAfrica region  Applied research in financial inclusion  Exchange between Academia and Practitioners Proposed budget: 1.5 mill Euro Timeframe: 2016-2019 Target groups:  Research institutions & Universities  MFIs & banks  Regulators & policy makers
  • 10. 3/23/2016 10 #18MCSummit Contact details Frances Fraser Operations Director frances.fraser@positiveplanet.ngo umm@positiveplanet.ngo www.universitymeetsmicrofinance.eu/ universitymeetsmicrofinance @UMMEurope

Notas do Editor

  1. A sustainable, scalable approach to FE Alignment between SaveAct’s goal and the members goals Ongoing, iterative and evolving solution Integrated into the usual approach to business Therefore embedded financial education Understanding customers needs Understanding the organisations agenda/ needs Understanding the touchpoints
  2. Funding coming to an end by end of 2015 EU DEAR funding for UMM: 2009-2011 and 2013-2015 Ideas for new funders?? – Private sponsors?
  3. Semi-literate and illiterate population – strong reliance on visual aids Storytelling based on real stories adapted from interviews with members of the group Necessity for a conversational style – not a formal training session