Invitation to Participate in a One-Day Workshop Session on

Performance Reporting: Using Social and Financial Indicators

MANILA LEG CAGAYAN DE ORO LEG

Venue: Discovery Suites Venue: N Hotel
25 ADB Avenue, Ortigas Center, Pasig City Kauswagan Highway, Cagayan de Oro City
June 1, 2011, 8:30 a.m. to 5:00 p.m. June 3, 2011, 8:30 a.m. to 5:00 p.m.

BACKGROUND

The Philippine microfinance sector is a highly competitive sector. Information is essential for
microfinance institutions (MFIs) in their decision-making process and the choice of their
strategic direction. Knowing certain information about their peers helps MFIs situate their
performance and introspect their internal processes. Information about MFIs is also beneficial
for clients, since clients select MFI products and services that appropriately address their
financial and non-financial needs.

The Microfinance Council of the Philippines, Inc. (MCPI) has developed an important partnership
with the Microfinance Information Exchange (MIX) in order to track MFI performance. The MIX
provides information on MFIs, public and private funds that invest in microfinance, MFI
networks, raters/external evaluators, advisory firms, and governmental and regulatory agencies.

In 2004, MCPI began collecting financial and operational information from MFIs. In 2009, MCPI
started collecting social performance information from participating MFIs. By reporting social
and financial performance, MFIs create a sense of community and shared commitment to
transparency in the delivery microfinance services. It also helps the microfinance sector, which is
now under scrutiny, to show to different key stakeholders as to where the industry is now in
terms of its overall performance – of whether, there is a balance between financial and social
performance, or not.

OBJECTIVES

The objectives of the workshop are the following:

 Help MFIs understand the different key indicators in both social and financial
performance reporting;
 Help MFIs use social and financial performance indicators in their decision-making
process in relation to their strategic direction and operational targets; and
  Facilitate the learning of MFIs in using the new MIX Market to generate customized
reports and help them situate their performance within the spectrum of peer institutions.

PARTICIPANTS

 Around 20 participants coming from 10 MFIs are expected to attend each workshop in
Pasig City and Cagayan de Oro City.
 Target participants are Executive Directors or Heads of MFIs, Board members, Finance
Supervisors, Research Heads, Operations Managers, and Compliance Officers.

DATE AND VENUE

Participants will select the workshop date and venue they prefer to attend.

Manila Leg
Date: June 1, 2011
Venue: Sta. Maria Room, Discovery Suites
25 ADB Avenue, Ortigas Center, Pasig City

Cagayan de Oro Leg

Date: June 3, 2011
Venue: Heliconia Room, N Hotel
Kauswagan Highway, Cagayan de Oro City

AGENDA

Time Subject Speaker

8:00 – 8:30 am Registration
Importance of Collecting Information from
8:30 – 9:00 am MCPI
MFIs and Generating Industry Information
9:00 – 10:30 am Financial Performance Reporting Rahul Shyamsukha
10:30 – 10:45 am Coffee Break
10:45 – 12:00 pm Social Performance Reporting Jatinder Handoo
12:00 – 1:00 pm Lunch
1:00 – 3:00 pm Social Performance Reporting (cont.) Jatinder Handoo
3:00 – 3:30 pm Coffee Break
Workshop: How to Use Social and Financial Rahul Shyamsukha and
3:30 – 4:15 pm
Performance Indicators Jatinder Handoo
Rahul Shyamsukha and
3:15 – 5:00 pm Workshop: How to use the new MIX Market
Jatinder Handoo
5:00 pm End of Workshop

2
FACILITATORS

The training session will be facilitated by MCPI and representatives of the MIX namely Mr. Rahul
Shyamsukha and Mr. Jatinder Handoo.

PARTICIPATION FEE

Fee for the one-day workshop is FIVE HUNDRED PESOS (PHP500). The subsidized fee rate
includes: materials, lunch, morning and afternoon snacks. Participants are to take care of their
own transportation and other expenses in going to and from the venue.

Number of participants is limited to a maximum of 2 persons per institution.

REGISTRATION AND PAYMENT

Participants are considered registered upon receipt by MCPI of registration form and validated
deposit slip for the fee. The form is enclosed.

Participants shall be listed as we receive confirmed registration with validated deposit slips.

Registration and payment can be accomplished in four easy steps:

1. Select the preferred workshop date and venue.

2. Prepare check payment in the name of Microfinance Council of the Philippines, Inc.

3. Deposit your check at the nearest branch of the Bank of the Philippine Islands.

Account Name: Microfinance Council of the Philippines, Inc.

Account Number: 2431-0604-53

4. Paste the bank deposit slip on the space provided in the attached registration and
payment form. Photocopy the form and send the photocopied form by fax to (02) 631-
5920. Ensure that the form includes names of your participants. The form must be
received by MCPI on or before May 25, 2011.