MF Institution Assessment Training for Independent Assessors

MF Institution Assessment Training for Independent Assessors
PRMIA and RIM--Risk Management Initiative in Microfinance present an in-depth, three-day training course designed for risk management experts, consultants, and consulting firms with experience in serving the microfinance and wider financial inclusion industry.

 

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Agenda Logistics

 

Date:

May 22-24, 2019

Time:

9:00am - 5:00pm CEST

Location:
ADA Microfinance
39 rue Glesener
Luxembourg L-1631


RIM Institution Assessment Training for Independent Assessors is an in-depth, three-day training course designed for risk management experts, microfinance consultants, and technical assistance providers serving the microfinance industry. Through interactive lectures, facilitated discussions, and a case study, participants learn to conduct a risk management framework gap analysis to facilitate the creation of a risk management development plan using RIM Graduation Model with step by step process.

Becoming a RIM trained assessor allows the participants to build competencies to apply cost-effective methodology, based on industry best practices. In essence, the course eliminates the need to create a comprehensive risk management assessment methodology, enhancing an assessor’s competitive advantage in the bidding process of building risk management capacity of microfinance institutions anywhere in the world.  Your registration includes a one-year dual RIM-PRMIA Sustaining Membership, a $500.00 value!

 

Learning Objectives

  • Learn the components of RIM’s Graduation Model framework and its value proposition compared to traditional, single-bottom-line risk management frameworks
  • Learn how to facilitate RIM’s Institution Assessment process, including critical factors within Graduation Model scoring
  • Learn how to navigate RIM’s Graduation Model Encyclopedia
  • Become familiar with RIM’s Institution Assessment implementation tools and resources

Prerequisites
To ensure robust discussions and for the training to be most effective, participants are required to have: 

  •  a working knowledge of the microfinance industry, terminology, and MFI operations
  • experience working with microfinance institutions with double-bottom-line financial institution
      or, are in the process of carrying out,  plan on carrying out technical risk management projects
  • be fluent in comprehensive risk management in financial inclusion
  • have basic skills in MS Excel
  • personal laptop with Excel required for use during the course

Agenda
  Time   Content 
       
  Day One   Overview and RMGM Framework
  9:00am - 5:00pm
 

Risk management in microfinance: RIM’s perspective and approach:

  • Navigating RIM’s Online Resources; Introduction to Administrative Guide 
  • Hands-on training: Off-site preparation, Scoring Matrix Overview, On-site assessment
  • Group work: Case Study
Following class, join us for an optional walking tour of Luxembourg! Approximately 1 ½ - 2 hours (guide gratuity requested).
       
  Day Two   Comprehensive Institution Assessment with RMGM
  9:00am - 5:00pm
 

Case Study Work: Strategic Risk, Credit Risk, Financial Risk, Operational Risk, Financial & Social Goals; Analyzing Results

  • Assessor Presentation of Assessment Results
    In the evening, join us for an optional group dinner in beautiful Luxembourg. Individual pay, est. €25.00+beverages.  
       
  Day Three   Graduation Path Planning and Conclusion
  9:00am - 3:00pm  

Graduation Path Workshop Presentations

  • Mock presentations to:  Assessors, Board of Directors, Review the path, and Concluding Assessor’s Visit
  • Next Steps: Becoming an Assessor & Feedback discussion RMGM Assessment training and toolkit


Logistics
     

   Registration Fee
Super Early-Bird through March 31 -- $1100.00   
Early-Bird through April 26 -- $1200.00
Standard Rate through May 10 -- $1300.00

Your fee includes:
  • All world-class training, program materials, light snacks, beverages, and lunch
  • Access to the full version of the Graduation Model Toolkit
  • A one-year dual sustaining members to RIM and PRMIA ($500 value)
  • The opportunity to join RIM’s exclusive Institution Assessor Directory  

  TRAVEL TO LUXEMBOURG 
Visa requests: If you require a travel visa, your invitation letter will be issued by our program host, ADA, upon full payment of your registration fee.  It is recommended a minimum of 30 days is allowed for processing.
Hotel Accommodations: A small block of Standard rooms has been set aside at Le Chatelet Hotel, May 21-23, 2019 (5 minutes walking distance to the ADA office).
Rate: 139€ per night / room,  breakfast, taxes and service included. Reservations must be booked by May 11, 2019.
To reserve a Standard Room, email [email protected] (and not through an online reservation system) before May 11, 2019 mentioning “ADA/Chatelet group booking for May”.  
 
    OUR EXPERT
Sa-Eun Park
, principal consultant and coach at MagpieVenture LLC, brings over a decade of experience in financial services working with commercial banks in the United States and microfinance and informal groups in various developing countries. As a financial inclusion consultant, she currently provides professional training, evaluation, consulting and coaching services globally to build the internal capacity of microfinance institutions. She specializes in risk management and risk-based product development. Her recent assignments in microfinance risk management have taken her to the Middle East , sub-Saharan Africa, and Southeast Asia to develop risk management frameworks, policies, and strategies in the regions. Previously, she managed complex economic development projects in Inclusive Financial Services at MEDA, where she designed and managed capacity-building projects and consultancies to better reach women, youth, rural, and under-banked populations across thirteen countries.

Sa-Eun has a master’s degree in development management with a concentration on microfinance and financial management from American University in Washington, DC, and an undergraduate degree in business administration from the University of California–Berkeley’s Haas School of Business. She speaks fluent Korean and English, with a working proficiency in French and basic Arabic.

    OUR PROGRAM HOST
ADA is an expert in the field of inclusive finance. Since 1994, ADA has been working to develop the provision of microfinance to populations excluded from the conventional banking circuits. ... ADA also assists governments in their efforts to support and structure the microfinance sector at the regional and national level.


Registration

- Registration fee is $1,300.00 US and includes program materials, light snacks, beverages, lunch, and a one-year dual Sustaining membership to PRMIA and RIM.  
- Access to the full version of the Graduation Model Toolkit
- Advanced payment in full is required to secure your space. Invoice requests must be made and paid no later than 30 days from the event
- Visa request letters will not be issues until full payment is made
- Cancellation can be made up to 30 days prior to the event start date for a refund of the registration fee
- Substitutions can be made at no additional fee up
- Maximum attendance is 25
- Click "Register Myself" below to reserve your spot. Make sure to click "Continue" to proceed with your registration. (If this is your first time accessing the PRMIA website you will need to create a short user profile to register.)  

 
When
5/22/2019 3:00 AM - 5/24/2019 11:00 AM
Eastern Daylight Time
Where
ADA Microfinance 39 rue Glesener L-1631 LUXEMBOURG CITY LUXEMBOURG

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