HENDRI HARTOPO MM, MBA, FLMI
Independent Consultant
Financial Planning - Banking and Investment
Employee Benefits - Employee Credit Union

MISSION STATEMENT:
To contribute in society wealth creation by being the one that enlightens people about Financial Planning, so that they will start to create their own wellness, now and in their retirement years.

LIFE OBJECTIVE:
Success in achieving personal financial objective and helping others achieving theirs. To be a man of value. Success is a continual process of additional value creation.

EDUCATIONS AND CERTIFICATIONS:

• Candidate to FFSI (Fellow Financial Service Institution)
• CPFS (Certified Professional in Financial Services), LOMA (Life Office Management Association, Inc.), Atlanta Georgia
• FLMI (Fellow, Life Management Institute), Life Office Management Association, Inc., Atlanta Georgia
• Master of Business Administration from Monash University Melbourne Australia, Dec 1996
• Magister Manajemen, IPMI (Indonesia Institute for Management Development) Jakarta, Dec 1996
• Asosiasi Wakil Manajer Investasi Indonesia (AWMII)

ACHIEVEMENTS AND EXPERIENCES:

• Best Selling Author of 'Save Or Sorry!', published by Elex Media Computindo, Kelompok Kompas Gramedia.
• Jan 05 - KOMMIT (Employee Cooperation and Employee Benefits, Consultant and Outsourcing), Director
• Sep 2000 - Aug 2002 : Insight Consulting, Jakarta, Senior Consultant and Founding Partner.
• Jul 1999 - Aug 2000 : AIG LIPPO, Jakarta, Assistant to Managing Director. In charge of Product and Marketing Development for Agency Division, Bank Assurance Division, Group Insurance Division (Health and Pension Fund), and Direct Response Division (Direct Mailing). As coordinator for effective team work among Actuarial Division, Operating and Underwriting Division, Information Technology Division, Information System Division, Corporate Communication and Promotion, and Legal Division.
• Feb 1997 - Dec 1999 : AIG LIPPO, Jakarta, Product Manager, Direct Response Marketing (Direct Mailing).
• Feb 1994 - Dec 1995 : PT. Ciputra Development, Jakarta, Project Manager

ACTIVITIES IN SOME CLIENTS AND PROSPECTS:
(With strength points highlighted)

PT. Bank Danamon Tbk

• Independent Consultant for Direct Response Marketing, in relation with PT. Asuransi AIU Indonesia
• Contacts: Mr. Edy Tuhirman, Ms. Vivin Arbianti
• Strengths: Database cleansing, List Selection, Segmentation and Analysis, Response Analysis. Capabilities in creating analysis and report using data analysis software (IDEA)

PT. Bank Central Asia Tbk (Regional V Sumbagut, Regional III Surabaya Jawa Timur, Regional VII Malang Jawa Timur, Regional VI Sumbagsel)

• Motivational speaker for Financial Planning (Saving, Investment, Life Insurance), Intrapreneurship, and mentor for Cash Flow Game 101.
• Contacts: Mr. Erwan Yuris (Head of Regional III Surabaya JaTim)
• Strengths: Ability to present important ideas of Financial Planning (Retirement, Investment, Protection) in front of Branch Managers.

PT. Asuransi AIU Indonesia

• Independent Consultant for Product Development, in relation with Bank Danamon Bank Assurance
• Contacts: Mr. Swandi Kendy (Vice President Director), Mr. Benhard Meliala (Direct Marketing Manager)
• Strengths: Product Development, Product Pricing, Marketing Communications, Copy Writing.

PT. Asuransi AIA Indonesia

• Cooperation in motivation seminar for Worksite Marketing Products to 106 Human Resources representatives from many companies.
• Contacts: Mr. Hari Diah (Director), Mr. Rusli Chan (Agency Director), Mr. Henry A. Kasim (Work Site Marketing Manager).
• Strengths: Delivering important ideas in a simple ways, concise, communicative, effective, popular and practical. Delivering independence outlooks on Financial Planning and Life Insurance, Strength motivation created from sharing on my personal financial planning process, intrapreneurship, investment and securing economic value of life (life insurance).

PT. Surveyor Indonesia (Persero)

• Financial Planning Motivation Seminar,
• Contacts: Ms. Mirma Fadjarwati Malik (GM HR Division).
• Strengths: Ability to present important ideas of Financial Planning (Retirement Saving and Investment) and Intrapreneurship to more than 100 employees in Jakarta Head Office.

PT. Astra International Tbk, Daihatsu Division, Jakarta

• Motivational speaker for Financial Planning (Saving, Investment, Life Insurance, Credit Management)
• Contacts: Mr. Yohannes Liman (Chief Executive Officer)
• Strengths: ability to create strength motivation of saving and investment for 160 top sales from through out Indonesia.

Other Motivational Financial Planning Seminar triggered by the success of Financial Planning book: "Save or Sorry!"

• Beneficiaries:
  • PT. Pertamina (Persero)
  • PT PT. Telekomunikasi Indonesia Div Re II Jakarta
  • PT. Telekomunikasi Indonesia Unit Corporate Customer
  • AXA LIFE Head Office Jakarta
  • Koperasi Karyawan Minyak Caltex, PT. Caltex Pacific Indonesia, Pekanbaru
  • PT. Daya Sakti Unggul Corporation Tbk, Banjarmasin
  • PT. Fortune Indonesia Tbk, Jakarta
  • Asosiasi Manajemen Indonesia, Bandung.
  • Asosiasi Manajemen Indonesia, DKI-Jaya
  • Mahasiswa Fakultas Manajemen Unika Atma Jaya Jakarta
  • Global Success Club, Medan.
  • PT. Sinar Continental, Bandung
  • Palembang School of Life, Palembang
  • TARRA Group, Jakarta
  • PT. Sinar Niaga Sejahtera, Garudafood Group, Jakarta
  • Indonesian Managers Club, Jakarta
  • James Gwee's Sales and Marketing Forum
  • Warta Ekonomi Business Gathering
  • Ikatan Alumni Fakultas Kedokteran Universitas Tarumanagara
  • Event Organizer for seminar in some cities (Jakarta, Medan, Bandung, Palembang, Semarang, Samarinda)
  • Friends and Readers from through out Indonesia contacts by email and newsgroups.
• Strengths: Success in delivering important ideas of Financial Planning (Wealth Management) in a simple ways, concise, communicative, effective, popular and practical, that fits in general issues to all type of attendees.

SEMINAR FEEDBACK RESULT

Hasil feedback dari Seminar 'Save or Sorry!' yang pernah diselenggarakan adalah sebagai berikut:

Hasil Seminar Publik:

• 85 % akan mengingat seminar ini lebih lama daripada seminar lain
• 95 % mengatakan topik menarik
• 95 % setuju bahwa seminar ini jelas dan padat
• 80 % setuju bahwa seminar ini practical / permasalahan riil
• 90 % merasa seminar ini penting
• 90 % setuju seminar ini applicable / dapat diterapkan
• 90 % puas dengan presentasi seminar
• 75 % merasa waktu cukup
• 90 % setuju bahwa seminar dibawakan dengan baik, professional, kompeten
• 90 % akan merekomendasikan seminar ini kepada teman-teman

• 98 % akan mengingat seminar ini lebih lama daripada seminar lain
• 100 % mengatakan topik menarik
• 78 % setuju bahwa seminar ini jelas dan padat
• 91 % setuju bahwa seminar ini practical / permasalahan riil
• 100 % merasa seminar ini penting
• 100 % setuju seminar ini applicable / dapat diterapkan
• 72 % puas dengan presentasi seminar
• 80 % merasa waktu cukup
• 93 % setuju bahwa seminar dibawakan dengan baik, professional, kompeten
• 87 % akan merekomendasikan seminar ini kepada teman-teman

CONTACT:

Hendri Hartopo
Phone: +62 21 30262939

Email: email@hendrihartopo.info