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Promoting Inclusive Markets and Financial Systems


Incorporating Client Protection into Technical Assistance for Financial Institutions


900 Orme Street
Arlington, VA
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Nov 4, 2013 (Mon), 9:00am-5:00am (EDT)


                                    Register For This Training Session 
                                                                                                                      No registration for the SEEP Conference is 
                                                                                                                     required to attend technical trainings.   

Training Provider: The Smart Campaign

Date: Monday, November 4

Description: The Smart Campaign will be conducting a training for technical assistance providers on how to work with financial services providers to enhance their client protection practices. The participants should review the Client Protection Principles and the Getting Started Questionnaire prior to attending this training. In this training, T.A. providers will practice the creation of a proposal to improve the client complaint system of a sample institution, known as a "client protection upgrading" proposal. The participants of this training will also learn about the Smart Campaign's client protection tools, which are meant for an institution to use after evaluating how it applies the Client Protection Principles in its business.

Space is limited to 25 participants in each training, so register now. 

Target Audience: Existing TA providers who are interested in incorporating client protection into their ongoing TA.

Trainer: Isabelle Barrès

Ms. Barrès leads the Smart Campaign’s global efforts to keep clients first in microfinance by imbedding core Principles of Client Protection into all aspects of microfinance operations.  She comes to the Smart Campaign with 16 years experience in microfinance and the formal banking sector. Ms. Barrès managed Kiva’s microfinance operations and developed its global strategy to maximize social impact. She helped to create The MIX in 2002, and led its strategic initiatives until 2007. Ms. Barrès has been a key contributor to best practice publications on standards and financial performance monitoring, and is a founding member of Women Advancing Microfinance, the only organization for female professionals in microfinance. She is fluent in English, French and Spanish.


Membership Status Before Sept. 21 After Sept. 21
Member $120 $150
Non-Member $150 $200

 No registration for the SEEP Conference is required to attend technical trainings.

If you  have already registered for the SEEP conference, please refer to your confirmation email for instructions on how to log in and update your registration agenda. Please contact annualconference@seepnetwork.org if you need assistance.

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