The document outlines the objectives and strategies of the RBAP-MABS National Roundtable Conference held in June 2012, focusing on transformative work in mobile money and building partnerships. It highlights a range of proposed training sessions aimed at enhancing microfinance, mobile banking, and insurance practices among rural banks. Additionally, it discusses managing partnerships, financial education initiatives, and maintaining archival materials accessible online.

1. RBAP-MABS Moving Forward
VICENTE MENDOZA
Rural Bankers Association of the
Philippines
2012 RBAP-MABS National Roundtable Conference
June 7-8, 2012
Hyatt Hotel & Manila

2. OBJECTIVES
Continue Transformative Work
Mobile
money
Leverage
partnerships with
other key players
Training and TA

3. Build on RBAP-MABS successful training efforts
that are demand driven
• Microfinance • Mobile
Transparency Banking
Workshops
• Microinsurance
• Micro Agri Training

4. Provide capability – building TA and training for
RBs
Punla sa
Armdev
Tao
Seed Independent
Finance Consultants

5. STRATEGIES
Continue local
partnerships
Work with RBAP/ Closer work with RB
International
Partners RBRDFI Federations
Expand
demand driven
training

6. TRANSITION ACTIVITES
Component I
Training and TA
a. MABS Approach
b. Other Products and Services
c. Special Courses

7. TRAININGS AND TA: MABS - APPROACH
Senior
Management
Orientation
Market
research
Product
Development
MABS APPROACH/
MATTS
Loan
Administration
Performance
Monitoring
Operations
Reviews

8. Trainings and TA
Micro Agri Mobile Phone
Loans Banking
Other
products and
services
Housing Micro
Microfinance Insurance

9. Special Courses
1. Basic Account Officer Training
2. Delinquency Management
3. Fraud Management
4. Marketing and Service Quality
5. Improving Promotions and Sales Skills (for AO)
6. Strategic expansion through MBOs
7. Middle Management Course
8. Strategic Planning
9. Savings Mobilization
10. Disaster Management
11. Group Loans and Transitioning
12. Human Resources Management
13. Pricing Transparency Workshop

10. Schedule for 2-Day Basic Microinsurance
Training Course
DATE AREA/ NO. OF RBS VENUE
FEDERATION
Sept. 6 - 7 Central Luzon Target 15 San
(Open Sem) Fernando
City
Sept. 27 - Central Visayas Target 15
28 (Host: Cebu or
Negros Oriental
Fed)
Oct. 18 - Quezon 22 member
19 Federation RBs
Nov. 15 - Mindanao (Open Target 15 Cagayan
16 Sem) de Oro
City
Dec. 6 - 7 Open Sem Target: 15 Manila

11. Component II
Micro Insurance
a. Full management of RBRDFI
b. Implement financial education in microinsurance
c. Continue insurer partnerships
d.Manage the ILO Grant Program and possible follow up grant

12. INSURANCE PARTNERS
Ayala Life
Malayan Country
insurance Bankers
Pioneer
RBAP/ Philam Life
RBRDFI
Prudential
CocoLife Life
Intermediaries
(AA
International,
MicroEnsure,
CARD MRI
Insurance
Agency)

13. Component III Managing Partnerships
Insurance
Companies
International RBAP- Engage
Partners
MABS MSPs
Telcos

14. Organizational Set-up

15. Manpower

16. COMPONENT IV
Archive Management
a. RBAP/RBRDFI will manage MABS materials online
under a creative commons license.
b. Keep the materials on an online database for at
least five more years.
c. Materials will be accessible to via a portal linked to
the RBAP website.

17. FUNDING
Support for
International
From training
Organizations
fees and
to support RBAP-MABS
private sector
trailblazing
partners
programs and
activities

18. Thank you and have a pleasant
evening!
http://www.rbap.org