Introducing SPI4-ALINUS Webinar 10:00AM EST

Friday, February 17, 2017 5:00 am - 6:00 am
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Learn how SPI4-ALINUS makes collecting and comparing social data easier and more reliable in this 60 minute webinar, starting at 10:00AM EST (GMT-05:00) 

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Password: SPTF

Meeting number (access code): 731 564 065

Join by phone" 1.877.668.4493

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Webinar: Outcomes Working Group: Indicators to Identify Early Client Stress

Thursday, February 23, 2017 5:00 am - 6:00 am
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Outcomes Working Group: Indicators to Identify Early Client Stress
Thursday, February 23, 2017
10:00AM EST (GMT-05:00)

Our featured speakers will be Bobbi Gray of Grameen Foundation, and Caitlin Scott of Friendship Bridge (Guatemala).

Ms. Gray has been working on pilot testing various stress indicators, and has done some thinking about how to integrate tracking negative outcome indicators as well as positive ones into the discussion of an institution's theory of change and how to monitor progress toward its desired outcomes. 

Friendship Bridge developed this really creative game that clients play that essentially puts them in situations where they have financial stress and they have various options of how to respond.  It has produced a lot of lively discussion and interesting insights for Friendship Bridge on how clients react to financial stress, and they weren't getting such open feedback by asking direct questions because clients were afraid to be honest about their level of over-indebtedness.  Ms. Scott is going to tell us how the game works and share what insights Friendship Bridge has gotten from it so far and how they plan to use that data.

When it's time click here to join by computer: join the meeting.
Password: sptf

Join by Phone: 1.877.668.4493
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Meeting number (access code): 734 525 790

Gender Intelligent Banking Webinar, 8-9AM EST

Wednesday, March 22, 2017 4:00 am - 5:00 am
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Global Banking Alliance for Women and SME Finance Forum present the webinar: Gender Intelligent Banking

Register for webinar
Enter meeting number 732 842 941 if registration form is not displayed.
Having problems registering? Contact Farah Siddique at This email address is being protected from spambots. You need JavaScript enabled to view it.

During the last decade, the banking industry has increasingly recognized women's considerable financial and purchasing power. This acknowledgement has resulted in the application of a "gender-neutral" lens in financial services that emphasizes the equal treatment of women and men. GBA research has shown, however, that the way for banks to reach and keep women customers is not to treat them the same as men, but to integrate their specific financial needs, preferences, attitudes and behaviors into business models and customer value propositions. 

This webinar will explore key insights from new research on 12 GBA member banks. The findings prove a strong case for gender-intelligent strategies, and also challenge the industry's basic assumption that gender-neutral banking works. Kaylene Alvarez, IFC Banking on Women global practice group lead and gender specialist, and Joanne Thomas Yaccato, creator of the groundbreaking Gender Intelligence and Gender Lens methodology, will share best practices from leading customer centric banks on how to serve women's unique needs.   


This event is organized in partnership with the SME Finance Forum.

About the speakers

Kaylene Alvarez is a gender specialist in financial inclusion and impact investing with the International Finance Corporation (IFC). She has over twenty years of banking and investment experience in almost thirty emerging markets. She focuses on access to finance for women-owned MSMEs, risk management, investment structuring and innovations to reach underserved sectors. Prior to joining IFC, Kaylene founded two businesses supporting equitable access to finance for women.

Joanne Thomas Yaccato is a world-renowned women's rights advocate and international gender finance specialist engaging business, nonprofit and government leaders to cement economic, social and cultural change. She is the creator of the groundbreaking Gender Intelligence and Gender Lens methodology, globally adopted as canon by the Work Bank and the European Bank for Reconstruction and Development.

Webinar: Risk Management, the Engine for Responsible Financial Inclusion

Wednesday, March 22, 2017 5:00 am - 6:00 am
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The Microfinance Gateway, in partnership with the Risk Management Initiative in Microfinance (RIM), is hosting a series of webinars on risk management for financial inclusion. As part of the series, four upcoming webinars will introduce tools and methodologies for microfinance institutions, advisory firms, and other financial service providers interested in strengthening risk management practices.

Join us as our invited speakers discuss effective strategies and share practical tools that can be used to enhance risk management within the financial inclusion industry. 

For full details on this webinar, visit: http://www.microfinancegateway.org/gateway-webinar/risk-management-engine-responsible-financial-inclusion

SPTF webinar: Sparkassenstiftung's work with Syrian Refugees in Armenia

Wednesday, March 29, 2017 6:00 am - 7:00 am
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Sparkassenstitung presents its work its work on financial inclusion of Syrian Refugees in Armenia.

Wednesday, March 29, 2017, from 10h00-11h00 (EST).
When it's time, join the meeting by computer.
Meeting password: xmseJ228

Join by phone
1-877-668-4493 Call-in toll-free number
Meeting number (access code):  732 905 809
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Looking forward to your participation in this webinar,
​​​​​​​The SPTF Secretariat

CFI Webinar: Financial Health as a Global Framework

Monday, April 03, 2017 6:00 am - 7:00 am
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A relatively new term in the financial inclusion community, financial health is a model for assessing how well one’s daily financial systems help build resilience from shocks and create opportunities to pursue one’s dreams. Join Sarah Parker, from the Center for Financial Services Innovation, and Elisabeth Rhyne and Sonja Kelly, from the Center for Financial Inclusion at Accion, to discuss a globally applicable model for financial health and the culmination of research conducted in India and Kenya.

Beyond Financial Inclusion: Financial Health as a Global Framework was produced by the Center for Financial Services Innovation (project lead), in partnership with the Center for Financial Inclusion at Accion (CFI), with generous support from the Bill and Melinda Gates Foundation. In-country research was conducted by Dalberg’s Design Impact Group.

Register here »

Webinar: Risk Management Assessment: An Approach for Consultants

Wednesday, April 05, 2017 5:00 am - 6:00 am
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The Microfinance Gateway, in partnership with the Risk Management Initiative in Microfinance (RIM), is hosting a series of webinars on risk management for financial inclusion. As part of the series, four upcoming webinars will introduce tools and methodologies for microfinance institutions, advisory firms, and other financial service providers interested in strengthening risk management practices.

Join us as our invited speakers discuss effective strategies and share practical tools that can be used to enhance risk management within the financial inclusion industry. 

For full details on this webinar, visit: http://www.microfinancegateway.org/gateway-webinar/risk-management-assessment-approach-consultants

SPTF webinar: PerMicro on Lending to Migrants

Thursday, May 11, 2017 6:00 am - 7:00 am
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Refugee Microfinance Working Group: PerMicro Shares Experience
Thursday, May 11, 2017
10:00AM EST (UTC/GMT-04:00)

The SPTF Refugee Microfinance Working Group presents a webinar with PerMicro (Italy), who will share their experience of lending to migrants. Our featured speakers will be Edoardo Scalco and Andrea Limone of PerMicro. The webinar will also share with participants  research from Microfinanza on the financial inclusion of refugees.

When it's time click here to join by computer: Join the meeting.
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Join by Phone: 1.877.668.4493
Global call-in numbers
Meeting number (access code): 738 062 560

Webinar: Integrating Risk Management into Business Strategy: Tools for MFIs

Wednesday, May 17, 2017 5:00 am - 6:00 am
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The Microfinance Gateway, in partnership with the Risk Management Initiative in Microfinance (RIM), is hosting a series of webinars on risk management for financial inclusion. As part of the series, four upcoming webinars will introduce tools and methodologies for microfinance institutions, advisory firms, and other financial service providers interested in strengthening risk management practices.

Join us as our invited speakers discuss effective strategies and share practical tools that can be used to enhance risk management within the financial inclusion industry. 

For full details on this webinar, visit: http://www.microfinancegateway.org/gateway-webinar/integrating-risk-management-business-strategy-tools-mfis

Webinar: What Can an Impact Investor Do with PPI Data?

Tuesday, May 30, 2017 5:00 am - 6:00 am
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Progress Out of Poverty Webinar: What Can an Impact Investor Do with PPI Data?
Tuesday, May 30 from 9:00am - 10:00am EDT.

Please join us on for a webinar geared specifically towards impact investors. The webinar will aim to address how impact investors can make use of PPI data and answer the question many investors have: if we systematically collect or get access to this data, what can we do with it? Emphasis will be placed on the importance of household level poverty data when working with low and middle income communities in the BoP, regardless of whether there is a specific poverty alleviation agenda.

Ashley Speyer, Senior Impact Associate at Acumen, will share why Acumen uses the PPI, the value they and their investees derive from it, and some examples of data they produce and use. Samantha Duncan, LeapFrog Investment's Head of Impact, will also share how PPI helps LeapFrog investees segment their markets and conduct customer analysis by different attributes.

Register for the Webinar

Webinar: What's Next? Building the Risk Management Profession in Financial Inclusion

Wednesday, June 07, 2017 5:00 am - 6:00 am
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The Microfinance Gateway, in partnership with the Risk Management Initiative in Microfinance (RIM), is hosting aseries of webinarson risk management for financial inclusion. As part of the series, four upcoming webinars will introduce tools and methodologies for microfinance institutions, advisory firms, and other financial service providers interested in strengthening risk management practices.

Join us as our invited speakers discuss effective strategies and share practical tools that can be used to enhance risk management within the financial inclusion industry. 

For full details on this webinar, visit: http://www.microfinancegateway.org/gateway-webinar/whats-next-building-risk-management-profession-financial-inclusion

SPTF WEBINAR: Adie and Habitat share their findings from a survey on the financial needs of refugees in Turkey

Wednesday, July 05, 2017 6:00 am - 7:00 am
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Tuesday, July 5 at 10:00AM (EDT) SPTF is hosting a webinar to share the findings from a survey that Adie, a French microfinance institution, and Habitat, a local partner conducted to assess the needs of refugees in Turkey.  Most but not all of the persons surveyed were from Syria.  This webinar will have two speakers: Adrien Gizon of Adie and Basak Saral of Habitat (Turkey), which was one of the local partners that worked with Adie on the survey implementation. The webinar will take place from 10:00 – 11:00 am (EDT). 

Join the webinar

Password: pA8V4xS3

Click here for Global Call-in numbers.

Access code: 736 194 781

Webinar: New SPTF working group on customer empowerment

Thursday, March 07, 2019 10:30 am - 11:30 am
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SPTF is launching a new working group, which will consider how the Universal Standards for SPM can contribute to customer empowerment, what we can learn from existing research (notably from CGAP), where we still have gaps in knowledge, and what action research we might undertake to learn how to strengthen customers' empowerment from the start of their engagement with a financial service provider. The group will be led by Anton Simanowitz. When it's time to join the webinar, click here. Email This email address is being protected from spambots. You need JavaScript enabled to view it. for more information. 

Investor webinar: Impact Management Project

Monday, March 11, 2019 10:00 am - 11:00 am
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Join this webinar, open to investors only, for a discussion with Impact Management Project's Olivia Prentice on the IMP framework, the aim for its next phase, and its network workplans. The webinar is the latest discussion on impact investing from the SPTF Social Investor Working Group. When it's time to join the webinar, click here. Investors should email This email address is being protected from spambots. You need JavaScript enabled to view it. with any questions. 

Investor webinar: Analyzing SPM risks in pay-as-you-go digital models

Thursday, March 14, 2019 9:30 am - 11:00 am
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During this webinar, open to investors only, speakers from Mobisol and GOGLA will discuss emerging lessons learned in assessing client protection risks and client value in pay-as-you-go digital models. The webinar is the latest in the series from CDC Group and SPTF's Social Investor Working Group on how investors can analyze risks in FinTech investments. When it's time to join the webinar, click here. For any questions, email This email address is being protected from spambots. You need JavaScript enabled to view it..

La gestion de risque de liquidité en période de crise

Wednesday, May 06, 2020 10:00 am
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Wébinaire SPTF 


La gestion de risque de liquidité en période de crise 

6 mai 2020
WebEx, 10h00 - 11h30 EDT (soit 14h00-15h30 UTC) 

Rejoignez ce wébinaire organisé par la SPTF pour une formation sur la gestion de risque de liquidité en période de crise. Le concept de liquidité est plus que jamais un sujet d’actualité. Les crises récentes nous ont fait découvrir que la liquidité n’est pas acquise  et qu’une pénurie de liquidité peut très rapidement se transformer en problème de solvabilité pour certaines institutions financières. Dans ce contexte, le besoin de lui donnerune importance majeure d’une part et de tenir davantage compte des caractéristiques et des modifications structurelles de la finance dans sa régulation d’autre part, s’impose actuellement comme un impératif. Ce wébinaire va introduire également un outil élaboré par ADA qui permet aux institutions financières de construire les scénarios et faire l'analyse des écarts de liquidité. 

Allez ici pour accéder au wébinaire:  https://sptf.webex.com/sptf/j.php?MTID=m86797b19e6e8c12969c4a3a356436673

Overview of the COVID-19 Client Interview Tool

Thursday, May 07, 2020 4:00 am
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SPTF Webinar

Overview of the COVID-19 Client Interview Tool 

May 7, 2020
WebEx, 10 a.m. CET - 11 a.m. CET

Introducing the COVID-19 Client Interview Tool

The COVID-19 Client Interview Tool is a set of simple, standardized questions for financial service providers (FSPs) to use when interviewing their clients during the pandemic. Join this webinar to tour the tool and discover how it can be used to inform your crisis response and recovery.

What can you learn about clients?

Segmentation is critical right now. Results from this survey reveal how different client segments are affected so that providers can meet the diverse and changing needs of their customers. The survey generates data on a client's business, family, health, income, and more.  

How can you access the interview tool?

  • The interview tool is free of cost and available in three languages: English, Spanish, and French. 
  • SPTF's electronic survey instrument can be used in-house by existing employees such as field officers and call center staff. 
  • FSPs who want to outsource data collection and analysis can hire 60 Decibels, co-creator of the tool.

How can you afford implementation?

During the webinar, the panelists will explain how to use the tool, as well as the different co-financing options available through SPTF's technical assistance facilities. 

The infomation can be found here. We hope you can join us!

Joining information
Date: Thursday, May 7
Time: 10:00 CET - 11:00 CET 
Meeting link: Join here
Meeting password: sptf
Meeting number: 476 129 603
Call-in numbers: View global call-in numbers here

L'outil d'enquête client sur le COVID-19

Tuesday, May 12, 2020 10:00 am
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Wébinaire SPTF

L'outil d'enquête client sur le COVID-19 

12 mai 2020
WebEx, 10h00 - 11h00 EDT (soit 14h00-15h00 UTC) 

Rejoignez ce wébinaire organisé par la SPTF pour vous renseigner sur un outil gratuit d'enquête client sur le COVID-19. Avec des contributions de FINCA, Oikocredit, et ADA, la SPTF et 60 Decibels ont développé un formulaire d’enquête spécial COVID-19 qui sera un outil de collecte de données sur les clients pour les Prestataires de Services Financiers. Cette enquête vous aidera à comprendre la situation des différents segments de clientèle et à y répondre de manière appropriée. La SPTF fait équipe avec FINCA pour créer une platforme de sondage sûre, avec un serveur basé sur « l'informatique en nuage », que les PSF peuvent utiliser pour faire une collecte de données eux-même. Pour ceux qui préfèrent que des énumérateurs professionels fassent la collecte de données, le cabinet 60 Decibels peut gérer la mise en oeuvre du sondage. Les trois Facilités de la Finance Inclusive et Responsable gérées par la SPTF offrent un co-financement de la mise en œuvre d’une enquête avec cet outil.

Allez ici pour accéder au wébinaire: https://sptf.webex.com/sptf/j.php?MTID=m0991204c785039abb58fa8b2ea458154

Introduciendo: La herramienta de entrevista al cliente sobre el COVID-19

Thursday, May 21, 2020 1:00 pm
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21 de mayo, 2020
1pm (EDT), Webex

Unirse a la reunión
Número de reunión (código de acceso): 477 015 564
Contraseña de la reunión: nMYkb3rvN34

Es un conjunto de preguntas simples y estandarizadas para que los proveedores de servicios financieros (PSF) la utilicen al entrevistar a sus clientes durante la pandemia. Únase a este webinar para recorrer la herramienta y descubrir cómo la puede utilizar para informar su respuesta y recuperación sobre la crisis.

¿Qué puedes aprender sobre los clientes?

La segmentación es crítica en este momento. Los resultados de esta encuesta revelan cómo se ven afectados los diferentes segmentos de clientes para que los proveedores puedan satisfacer las diversas y cambiantes necesidades de sus clientes. La encuesta genera datos sobre el negocio, la familia, la salud, los ingresos y más de un cliente. 

¿Cómo se puede acceder a la herramienta de entrevista?

  • Esta herramienta de entrevista es gratuita y está disponible en tres idiomas: inglés, español y francés.
  • La encuesta está disponible en Word y online y puede ser utilizada internamente por los empleados existentes, como los oficiales de campo y el personal del centro de llamadas.
  • Los proveedores de servicios financieros que deseen externalizar la recopilación y el análisis de datos pueden contratar a 60 Decibels, cocreador con el SPTF de la herramienta.

¿Cómo puede pagar la implementación?

Durante el webinar, explicaremos cómo usar la herramienta, así como las diferentes opciones de cofinanciamiento disponibles a través de las instalaciones de asistencia técnica del SPTF.   

Unirse a la reunión
Número de reunión (código de acceso): 477 015 564
Contraseña de la reunión: nMYkb3rvN34

Unirse por teléfono:
Toque para llamar desde un dispositivo móvil (solo asistentes)
1-877-668-4493 Número de teléfono gratuito de llamada (EE. UU./Canadá)
1-650-479-3208 Número de teléfono de llamada (EE. UU./Canadá)
Números de llamada globales - Restricciones de llamadas gratuitas

Liquidity Risk Management during the COVID-19 Pandemic

Friday, May 22, 2020 9:00 am
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Liquidity Risk Management during the COVID-19 Pandemic 

May 22, 2020
WebEx, 13h00 - 14h30 UTC / 9am - 10:30am EDT

SPTF invites you to join this webinar to learn how financial service providers (FSPs) can improve their liquidity risk management. 

Liquidity risk management is more challenging than ever. This webinar will discuss strategies for liquidity analysis, stress testing, and contingency planning. It will also introduce a tool -- developed by ADA -- that allows FSPs to build scenarios and analyze liquidity gaps.

Join the webinar here

The webinar is co-hosted by two of the responsible inclusive finance facilities managed by SPTF, the RIFF-CAC and the RIFF-SSA/MENA. The trainer is Nitin Madan, a consultant with years of experience in the financial inclusion sector helping FSPs to understand and manage their liquidity risk.

Please email This email address is being protected from spambots. You need JavaScript enabled to view it.; or This email address is being protected from spambots. You need JavaScript enabled to view it., Nitin Madan, with any questions. 

We hope you can join us! 

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