8:30 AM – 12:00 PM
Pre-Conference Session
FinX Workshop: Spend the Day in Your Customer’s Shoes | $150
Sponsored by Prudential Financial
Supporting consumer financial health requires empathy for those who face daily financial challenges. While new technologies unlock more insights than ever about those we serve, how can we use these tools to listen, understand, and address customers’ financial needs?
FinX is an experiential learning activity that gives participants a deeper understanding of people’s complex financial lives. This unique half-day experience goes beyond classroom learning, taking participants through the Chicago community to make the financial decisions that many people struggle with daily. By putting yourself in your customer’s shoes, you’ll better understand how to create products and services that align with the needs of consumers. Thanks to the generous support of Prudential Financial, you can experience FinX (valued at $299) for a special reduced rate of $150 this year. *One complimentary FinX ticket is included in each membership level.
Sarah Keh, Vice President, Inclusive Solutions, Prudential Financial
MK Falgout, Manager, Financial Services Solutions, Financial Health
Network
Zaan Pirani, Manager, Financial Services Solutions, Financial Health Network
12:00 PM – 1:00 PM
The Power of Partnerships: Member-Exclusive Networking Lunch
Join fellow Financial Health Network Members for a discussion on the power of partnerships in advancing financial health. Hear from other Financial Health Network Members who have forged meaningful connections to drive financial health outcomes, learn how to elevate your financial health impact, and cultivate new partnerships for your own organization.
Rick Bialobrzeski, Chief Business Development Officer, GreenPath Financial Wellness
Rochelle Nawrocki Gorey, Founder and Chief Executive Officer, SpringFour
Jennifer Mink, Director of Member Experience and Financial Well-Being, Patelco Credit Union
Julie Szudarek, Chief Executive Officer, Self Financial
Moderator: Rania Zakaria, Senior Analyst, Corporate Strategy, OppFi
1:00 PM – 2:30 PM
Main Stage
Welcome and Opening Remarks
Tanya Ladha, Senior Director, Workplace Solutions, Financial Health Network
Brenton Peck, Director, Financial Services Solutions, Financial Health Network
Reflecting on 20 Years of Financial Health
Two decades ago, the Financial Health Network launched a powerful movement of leaders and organizations committed to improving people’s financial lives. Hear from finhealth champions who have been on the journey since its earliest days as they reflect on our progress, the challenges that persist, and the opportunities that lie ahead.
Raj Date, Managing Partner, Fenway Summer
Cathie Mahon, President and Chief Executive Officer, Inclusiv
Roy Sosa, Chief Executive Officer and Co-Founder, Ouro Global
Moderator: Brandee McHale, Head of Community Investing and Development, Citi and President of the Citi Foundation, Citi
From Innovation To Impact: A Founder’s Story
The twin forces of entrepreneurship and innovation are essential to transform our financial system and bring real change to millions. That belief in the power of innovation is what led Wemimo Abbey to found Esusu, a fintech unicorn unlocking access to credit and dismantling barriers to housing for working families. Listen in as Wemimo reflects on his entrepreneurial journey and his vision for a world where everyone can access safe, affordable financial services.
Wemimo Abbey, Co-Founder and Co-Chief Executive Officer, Esusu Inc.
Putting Financial Health at the Heart of Your Business
Modern credit unions are more than financial services providers – they’re financial health businesses. Enjoy an intimate conversation about what it means to be a financial health business, steps that credit unions can take today to make the shift, and how financial health will reshape the industry’s future.
Beverly Anderson, President and Chief Executive Officer, BECU
Moderator: Gigi Hyland, Executive Director, National Credit Union Foundation
2:30 PM – 3:00 PM
Networking Break
Sponsored by Experian
3:00 PM – 4:00 PM
Main Stage
How Advances in Technology Can Lead to Financial Health for All
As artificial intelligence (AI) continues to gain traction in the financial services industry, companies have an opportunity to harness its power to help improve financial health – and access – for all. Join Celia Edwards Karam, President of Retail Bank at Capital One, as she shares how the intersection of financial health and AI shows up in banking and payments, what she’s learned about developing a strategy for true financial health impact, and how corporations can rethink their approach to AI and financial health to succeed in a changing marketplace.
Celia Edwards Karam, President of Retail Bank, Capital One
Closing Chicago’s Financial Health Divide
What does financial health look like in a place like Chicago – a city with a legacy of racial segregation and deep socioeconomic inequities? Two years ago, Chicago Community Trust and the Financial Health Network partnered on the inaugural Financial Health Pulse® Chicago Report to answer this question. Join local leaders for a discussion on the past, present, and future of financial health in Chicagoland.
Carmelo Barbaro, Executive Director, UChicago Inclusive Economy Lab
Tina Tchen, Executive Vice President and Chief Strategy and Impact Officer, Obama Foundation
Moderator: Sylvia I. Garcia, Chief Operating Officer, The Chicago Community Trust
Keynote Address: Building the Future
Hear from Financial Health Network President and CEO Jennifer Tescher as she celebrates 20 years of financial health and lays out the hard work ahead.
Jennifer Tescher, President and Chief Executive Officer, Financial Health Network
4:00 PM – 5:30 PM
Welcome Reception
Sponsored by U.S. Bank
Celebrate 20 years of the Financial Health Network with other EMERGE attendees at this kick-off reception, where you’ll also have the opportunity to snag a custom-printed, sustainably sourced T-shirt to commemorate the beginning of our community’s next chapter.
8:00 PM – 11:00 PM
After Hours Networking
VU Rooftop, 133 E. Cermak Rd.
Sponsored by Groove, A project of the Singleton Foundation
Enjoy complimentary cocktails and light bites, watch the Navy Pier fireworks, and share in the EMERGE excitement over stunning views from this one-of-a-kind rooftop.
6:30 AM – 7:30 AM
Wellness Walk
Sponsored by The Guardian Life Insurance Company of America
Watch the sunrise over Chicago’s iconic skyline as you walk and chat with fellow EMERGE attendees to get energized for the day’s sessions.
8:00 AM – 8:45 AM
Innovation Breakfast Briefings
Get a helping of finhealth insights with your breakfast as we share fresh perspectives on today’s most pressing topics.
*Space is available on a first-come, first-served basis.
The Next Generation of Financial Health
Presented by Bank of America
From FinTok to loud budgeting, younger generations are learning about and managing their finances in new ways. In this session, we’ll highlight younger consumers’ unique financial habits, their potential impact on the broader financial health landscape, and how financial institutions can best support them as they work toward financial independence.
Holly O’Neill, President, Retail Banking, Bank of America
Haley Sacks, Zilllennial Finance Expert and Founder, Mrs. Dow Jones and Finance Is Cool
Scaling Impact at the Intersection of Technology and Trusted Relationships
Presented by MassMutual Foundation
While technology continues to provide exciting opportunities for driving financial health, persistent inequities in digital access exist. These disparities mean that solutions focused on serving those most in need must look beyond devices to reach people effectively. Join us to explore the potential and challenges of tech-enabled social innovation and discover creative approaches for driving impact and strengthening networks by leveraging trusted relationships with community partners and those they serve.
Kelli Kreps, Executive Director, NeighborShare
Eric Leslie, Founder and Lead Organizer, Union Capital
Dr. Frank Robinson, PhD, President and Chief Executive Officer, FDR and Associates
Moderator: Sohrab Kohli, Benefits21 Initiative Lead and Senior Program Manager, Aspen Institute Financial Security Program
Telling a New Story About Wealth Disparities and Wealth Transfer
Presented by AARP
What’s working to close the racial wealth gap across generations? Join AARP in conversation with experts and industry leaders about barriers and opportunities for encouraging wealth transfers in communities of color.
Alex Camardelle, Ph.D., Vice President, Atlanta Wealth Building Initiative
Shané Harris, Vice President, Inclusive Solutions, Social Responsibility & Shared Value and President of The Prudential Foundation, Prudential Financial
Trevor Rozier-Byrd, Founder and Chief Executive Officer, Stackwell Capital
Moderator: Staci Alexander, Vice President, Thought Leadership, AARP
9:00 AM – 11:00 AM
Main Stage
Advancing Racial Equity: Strategies for Financial Inclusion
For generations, communities of color have faced disproportionate barriers to economic opportunity, leading to a deep racial wealth gap. This discussion aims to inspire action toward building a more equitable financial ecosystem that supports prosperity for all people. Learn about financial health solutions and initiatives to promote economic inclusion, such as targeted financial health benefits; equitable lending practices; corporate diversity, equity, and inclusion (DEI) initiatives; and policy reforms to dismantle structural barriers.
Greg Cunningham, Senior Executive Vice President and Chief Diversity Officer, U.S. Bank
Shané Harris, Vice President, Inclusive Solutions, Social Responsibility & Shared Value and President of The Prudential Foundation, Prudential Financial
José Quiñonez, Chief Executive Officer, Mission Asset Fund
Yemi Rose, Founder and Chief Executive Officer, OfColor
Moderator: Adeeb Mahmud, Chief Program Officer, Financial Health Network
Keynote Address: Financial Health Vital Signs
Hear about the Office of Comptroller of the Currency’s work to support consumer financial health. Acting Comptroller Michael J. Hsu will discuss the OCC’s Financial Health: Vital Signs initiative, and why banks should pay attention to the financial health of their customers.
Michael J. Hsu, Acting Comptroller of the Currency, OCC
Breaking Barriers to Women’s Financial Health
Financial Health Network research has shown that women struggle financially much more often than men. Hear from financial services leaders about the unique barriers women face, how those barriers have impeded economic opportunity, and the solutions that could help level the financial playing field between men and women.
Rebecca Cokley, U.S. Disability Rights Program Officer, Ford Foundation
Luz Urrutia, Chief Executive Officer, Accion Opportunity Fund
Beth Wood, Executive Vice President and Chief Marketing Officer, Principal Financial Group
Moderator: Staci Alexander, Vice President, Thought Leadership, AARP
Motherhood Under the Poverty Line: One Woman’s Story
Author Stephanie Land emerged as a force for change following the publication of her memoir “Maid: Hard Work, Low Pay, and a Mother’s Will,” which details her struggles as a single mother living under the poverty line while working as a maid. Land’s writing delves into themes of motherhood, poverty, and resilience, offering poignant insights into the challenges that low-income families face. Join Stephanie as she dives deep into her personal story to offer steps we can all take to support the millions of Americans like her.
Stephanie Land, Bestselling Author, Memoirist, and Economic Justice Advocate
Moderator: Melinda Hightower, Founder and Chief Executive Officer, High Tide Content Lab
11:00 AM – 11:30 AM
Networking Break and Book Signing
Share session takeaways with other attendees and pick up a finhealth summer read as EMERGE speaker Stephanie Land signs copies of her two New York Times bestsellers, “Maid” and “Class.”
11:30 AM – 12:15 PM
Innovation Lunch Briefings
Get a helping of finhealth insights with your lunch as we share fresh perspectives on today’s most pressing topics.
*Space is available on a first-come, first-served basis.
Financial Health Frontiers: Reaching Across Ideologies and Industries for FinHealth
Presented by Citi Foundation
Promoting financial health for all in America today requires collaboration that transcends industries and even ideologies. The Financial Health Frontiers Initiative unites visionary leaders across sectors to confront financial health challenges, envision opportunities, and identify innovative solutions. In this session, Frontiers Advisory Council Members discuss what it will take to align the interests of business, policy, and advocacy – and how we can best work together to improve financial health for all.
Dr. Tamarah Duperval-Brownlee, Chief Health Officer, Accenture
Kelvin Chen, Head of Policy, Consumer Bankers Association
Lisette Orellana Engel, Director – Economic Policy Project, UnidosUS
Jonay Foster Holkins, Senior Director of Policy and Corporate Initiatives, Business Roundtable
Kristen Scheyder, Senior Vice President, Citi Foundation
Moderator: Terry Savage, Columnist, Syndicated Financial Columnist
Can Fintech Support Financial Health for Older Adults?
Presented by The SCAN Foundation
Fintech promises to revolutionize access to financial health resources for marginalized communities. But how well does this opportunity work in practice for low- to moderate-income older adults who are not the typical target audience for fintech innovation? Can entrepreneurs sustainably serve this segment? In this session, presented by The SCAN Foundation, entrepreneurs and investors will debate whether there is a market opportunity to serve older adults with fintech, ways to overcome barriers to adoption, and whether it is possible to spur investment that caters to this population. Participants will also get a first look at the Financial Health Network’s new report evaluating the fintech landscape for older adults and access to a new resource to support nonprofits in evaluating fintech partnerships to serve this large and important segment.
Rhian Horgan, Founder and Chief Executive Officer, Silvur
Kevin Nazemi, Co-Founder and Chief Executive Officer, Charlie
Vikas Raj, Managing Partner, ResilienceVC
Moderator: Anika S. Heavener, MMSc-GHD, Vice President, Innovation and Investments, The SCAN Foundation
Expanding Banking Access: A Look at PNC’s Innovative Mobile Branches
Presented by PNC Bank
According to the Financial Health Networks latest Pulse Points report, 25 Million consumers in the U.S. live ini online or in-person banking deserts. Further, people living in banking deserts are less likely to be financially healthy than those with banking services in their communities. Join this discussion to hear how PNC Bank is working to solve this critical issue through its innovative mobile branches. This panel discussion will highlight how these “branches on wheels” have positively impacted areas like Chicago, Cleveland, Phoenix, Detroit, Baltimore, Atlanta, Houston, Dallas, the Greater Philadelphia area, and South Florida. Discover how community members and organizations leverage these mobile branches to foster lasting relationships, and explore the innovative strategies that make these units a critical tool in community development.
Carrie Pullie, Executive Director, Metropolitan Family Services
Thurman “Tony” Smith, Community Development, Midwest Territory Executive, PNC Bank
Nan St. Amour, Mobile Branch Operations & Logistics Manager, PNC Bank
Moderator: Jeffrey Martinez, Executive Vice President, Head of Branch Banking, PNC Bank
Supporting the Financial Health of Small Businesses
Presented by PayPal
The U.S. is home to more than 33 small businesses that employ nearly half of the country’s workforce. These businesses are central to the American economy, playing a significant role in driving job creation, innovation, and economic growth. In this session, we’ll discuss how we can best collaborate across the public, private, and social sectors to empower entrepreneurs to participate and thrive in the digital economy. Join us as we explore perspectives on what matters most to strengthen the financial health of small business owners and employees, ultimately creating a multiplier effect on the financial futures of families, communities, and our economy.
Kristen Ashley, Owner, Cleo’s
Matt Bahl, Vice President, Workplace Market Lead, Financial Health Network
Bulbul Gupta, President and Chief Executive Officer, Pacific Community Ventures
Lotika Pai, Chief Small Business Officer, City of Chicago
Moderator: Tyler Spalding, Senior Director, Corporate Affairs and Global Head of Social Innovation, PayPal
Innovations in Workplace Benefits (INVITE-ONLY)
Presented by JPMorgan Chase & Co.
The passage of the Secure 2.0 Act in 2022 has unlocked new opportunities for employers to enhance workplace benefits that improve their employees’ financial health. As the conversation shifts toward implementation, employers and benefits providers have much work to do to right-size solutions that meet employees’ diverse needs while supporting productivity and competitiveness. Join us for an illuminating discussion on the state of workplace benefits today, emerging opportunities for policy solutions, and future innovations that could drive worker financial health and wealth creation.
Brian Gilmore, Vice President, Commonwealth
Laurel Taylor, Chief Executive Officer and Founder, Candidly
Alison Wolfe, Vice President, Product Management, Empower
Moderator: Karen Biddle Andres, Director, Impact Strategy and Partnerships and Director, Retirement Savings Initiative, Aspen Institute, Financial Security Program
12:15 PM – 12:30 PM
Networking Break
12:30 PM – 1:10 PM
Breakout Sessions
Pave your own EMERGE path with our breakout sessions, featuring inspiring innovations, business and employer strategy sessions, and deep discussions about the big ideas driving financial health today.
Innovator Showcase: Entrepreneurs Changing the FinHealth Landscape
Explore how emerging fintech models are fostering financial health in new and innovative ways, with a focus on measuring outcomes, empowering Gen Z to establish a robust financial foundation, and providing vital support to communities in disaster-prone areas. Join us for a series of rapid-fire fintech presentations, followed by insightful commentary from a distinguished panel.
Andy Bandyopadhyay, Founder and CEO, Attune
Shuman Chakrabarty, Head of Impact Finance and Advisory, JPMorgan Chase
Jessica Chen Riolfi, Co-Founder and Chief Executive Officer, Uprise
Tom McGrath, Chief Executive Officer and Co-Founder, iink, Corp.
Nasir Qadree, Founder and Managing Partner, Zeal Capital Partners
Rob Tomlinson, Vice President of Enterprise Sales, EVERFI from Blackbaud
Moderator: Carolina Souza, Director, Corporate Social Responsibility and Inclusive Growth, Prudential Financial
MasterClass: Building a Business Around FinHealth
Financial Health Network research shows that financial services organizations can improve customer satisfaction, loyalty, and product adoption by investing in financial health. Deep dive into case studies of organizations that are going beyond the basics, and get candid insights from financial services leaders about their financial health journeys, the challenges they’ve overcome, and what they’ve learned along the way.
Erin Mendez, Chief Executive Officer, Patelco Credit Union
Ashley Ross, Head of Consumer Client Experience and Governance, Bank of America
John Thompson, Financial Services Vice President, Products,H&R Block
Moderator: Jimmy Chen, Founder and Chief Executive Officer, Propel
MasterClass: The Business of FinHealth in the Workplace
How are HR leaders integrating employee financial health into their organization’s business and mission priorities? For employers that have mastered the basics of worker financial health, this breakout is your chance to learn about the latest techniques that workplaces are using to align business and financial health goals through case studies of companies that are putting worker financial health at the forefront.
Jaime Erickson, Retirement Plans Director, Abbott
Chris Forbeck, Director Total Rewards, NorthWestern Energy
Craig Thompson, Senior Director, KNA Total Rewards, Kellanova
Moderator:Mindy Field, Partner, Minneapolis Office Leader, Mercer
Hot Off the Press: Policies Affecting Consumer FinHealth
Whether it’s student loan relief or regulation for credit products, government policies can have significant and far-reaching implications for Americans’ financial health. Stay informed on policies and regulations that may impact your business, customers, and employees with this roundup of hot topics that are affecting consumer financial health.
Todd H. Baker, Senior Fellow, Richman Center for Business, Law and Public Policy at Columbia Business and Law Schools
Amy Friend, Former Senior Deputy Comptroller and Chief Counsel, Office of the Comptroller of the Currency
Mitria Spotser, Vice President, Federal Policy, Center for Responsible Lending
Moderator: David Silberman, Senior Advisor, Financial Health Network
1:10 PM – 1:25 PM
Networking Break
1:25 PM – 2:05 PM
Breakout Sessions
Pave your own EMERGE path with our breakout sessions, featuring inspiring innovations, business and employer strategy sessions, and deep discussions about the big ideas driving financial health today.
Innovator Showcase: Workplace FinHealth Entrepreneurs
For decades, workplace financial health programs revolved around retirement planning and basic financial education. As these programs have evolved, innovative approaches both inside and outside of companies are helping to redefine financial health benefits in the workplace. This panel will highlight pressing economic challenges facing workers; promising solutions; and how entrepreneurs, investors, and intrapreneurs are supporting this new landscape.
Mindy Field, Partner, Minneapolis Office Leader, Mercer
Avi Karnani, Chief Executive Officer, Alice
Ben Mahnkey, Senior Benefits Manager, Employee Financial Health, Amazon
Rachel Schneider, Founder and Chief Executive Officer, Canary
Will Sealy, Founder and Chief Executive Officer, Summer
Anuraag Tripathi, Chief Executive Officer, Manifest
Moderator: Don Baylor, Jr., Head of Worker Solutions, Lafayette Square
Scaling Community Impact
Community-centered solutions are critical for achieving financial health equity – and financial institutions have an essential role to play. In this session, you’ll hear from companies about their models for investing in banking services, consumer lending, and more to scale community impact. Plus, get a chance to share your questions and community-based strategies with others.
Alison Mathias, Head of Community Responsibility Strategy and Vice President, MassMutual Foundation
Laura D’Alessandro, Director of Financial Health, Local Initiatives Support Corporation
Moderator: Josh Sledge, Chief Investment Officer, Kalamazoo Community Foundation
Moving the Industry: How Standards Will Drive Financial Health Forward
As financial health moves from awareness to execution, institutions are seeking direction on proven approaches to improve customer and employee financial well-being. Certifications and standards can act as a roadmap, helping institutions put their financial health journey in motion. Join us to hear from the experts on the evolving role of certifications and standards for financial institutions.
Ashley Marchand Orme, Director, Equity and Stakeholder Leadership, JUST Capital
Delicia Reynolds Hand, Senior Director, Digital Marketplace, Consumer Reports
David Rothstein, Senior Principal, CFE Fund
Jennifer White, Senior Consultant, J.D. Power
Moderator: Marisa Walster, Vice President, Financial Services Solutions, Financial Health Network
2:05 PM – 2:20 PM
Networking Break
2:20 PM – 3:00 PM
Breakout Sessions
Pave your own EMERGE path with our breakout sessions, featuring inspiring innovations, business and employer strategy sessions, and deep discussions about the big ideas driving financial health today.
Innovator Showcase: Building Inclusive Solutions
Discover how emerging technologies and innovative strategies are expanding equity and inclusion within the financial services ecosystem, with a focus on solutions specifically designed for individuals with disabilities, those with limited credit, and historically marginalized Black and Latinx communities. Join us for a series of rapid-fire fintech presentations, followed by insightful commentary from a distinguished panel.
Beatriz Acevedo, Chief Executive Officer and Co-Founder, Suma Wealth
Rishi Ahuja, Co-Founder and Chief Executive Officer, Benny
John Ciocca, Founder and Chief Executive Officer, Purple
Rebecca Cokley, U.S. Disability Rights Program Officer, Ford Foundation
Laura Kornhauser, Co-Founder and Chief Executive Officer, Stratyfy
Michael Martino, Head of Diverse Customer Segments for Consumer, Small and Business Banking, Wells Fargo
Moderator: Sarah Morgenstern, Venture Partner, Flourish Ventures
Measuring a New Era of Financial Health
Following the maxim that what gets measured gets managed, the Financial Health Network pioneered a groundbreaking measure of financial health with its FinHealth Score®. Nearly a decade later, policymakers, influential intermediaries, and dozens of organizations have embarked on their own financial health measurement journeys. In this workshop, join other organizations deeply engaged in financial health measurement to learn about different strategies of measuring financial health, get a sneak peek at the Financial Health Network’s work to refresh the FinHealth Score, and provide insights from your own measurement initiatives.
Paul Quintero, Chief Executive Officer, Ascendus
Kaori Yamada, Senior Vice President, Financial Education Strategy, U.S. Bank
Moderator: Angela Fontes, Vice President, Policy and Research, Financial Health Network
Essential Benefits: Making FinHealth the New Norm
Which workplace benefits, practices, and policies truly improve worker financial health? Employers, benefit providers, policymakers, and other civic organizations all struggle to answer this question. The lack of comprehensive insight around the issue has also flooded the workplace landscape with solutions that boast aspirational claims but may or may not make a difference. Meanwhile, nearly two-thirds of the U.S. population is not Financially Healthy – meaning there’s more workplaces can do to move the finhealth needle at scale. This panel will dive into these questions, looking at how emerging financial health solutions, like emergency savings and employee ownership models, are building a new paradigm for improving financial health in the workplace.
Claire Chamberlain, Managing Director, Global Head of Social Impact, BlackRock
Sarah Kalloch, Executive Director, Good Jobs Institute
Anna-Lisa Miller, Executive Director, Ownership Works
Moderator: Matt Bahl, Vice President, Workplace Market Lead, Financial Health Network
3:00 PM – 3:30 PM
Networking Break
Sponsored by Bank of America
3:30 PM – 5:00 PM
Main Stage
“The Barber of Little Rock” and One Man’s Quest to Close the Racial Wealth Gap
In 2016, barber Arlo Washington formed People Trust, a nonprofit community bank with a visionary approach to creating a just economy that could reshape the future of banking. ‘The Barber of Little Rock’ details his journey to foster economic progress for underserved residents in his hometown of Little Rock, Arkansas. Join us for a special screening of this groundbreaking Oscar-nominated documentary short, followed by an intimate conversation with Arlo Washington himself.
Arlo Washington, President and Chief Executive Officer, People Trust Community Federal Credit Union
Moderator: Donna Gambrell, President and Chief Executive Officer, Appalachian Community Capital
Financial Health Visionary Award: A Fireside Conversation with Our New Honoree
Good leaders drive day-to-day results. Great leaders share visionary ideas and then inspire organizations and stakeholders to find a way to get there. The Financial Health Visionary Award recognizes those who have shown unparalleled leadership in building a more inclusive financial system and empowering the next generation of leaders to innovate solutions that improve financial health for all. At EMERGE, join us for a fireside conversation with our new Visionary Award honoree and learn about their commitment to financial health, the critical issues that will impact our progress, and how they’re already making a mark on our community’s next chapter.
Brian Moynihan, Chair of the Board and Chief Executive Officer, Bank of America
Jennifer Tescher, President and Chief Executive Officer, Financial Health Network
5:00 PM – 6:00 PM
Networking Reception
You’ll have the opportunity to connect with fintechs from the Discover Financial Health Improvement Fund and catch up with alumni from the Financial Solutions Lab. Look for them in the designated Innovators’ Row area.
6:00 PM – 9:00 PM
Dinner
Offshore Rooftop, Navy Pier
Enjoy a relaxed dinner with fellow attendees at this iconic lakefront destination, complete with panoramic views of the Chicago skyline and Lake Michigan.
9:00 PM – 11:00 PM
After Hours Networking
Woven & Bound, Marriott Marquis Chicago
8:00 AM – 9:00 AM
Networking Breakfast
Sponsored by KeyBank
9:00 AM – 11:00 AM
Main Stage
AI Unlocked: Shaping the Future of Financial Health
AI is unlocking unprecedented potential for corporations and individuals, becoming a crucial component for innovative strategies and everyday life. In this session, discover the dual nature of AI in financial health: its potential to empower consumers and the challenges it presents. Leaders will share how to forge a path toward a future where financial health is accessible and improved for all through responsible AI innovation.
Dean A. Kontul, Executive Vice President, Chief Information Officer – Intelligent Automation/Contact Center and Investment Operations, KeyBank
Kareem Saleh, Founder and Chief Executive Officer, FairPlay AI
Tahira Dosani, Co-Founder and General Partner, ResilienceVC
Moderator: Melissa Koide, Chief Executive Officer, FinRegLab
Our Changing Climate: Implications on Financial Health and Resiliency
According to a study by the Financial Health Network, 2 in 5 Americans live in states at higher risk for natural disaster losses. As the frequency of natural disasters increases and the cost of living rises due to the climate crisis, financially vulnerable people face an outsized impact on their finances. Join us to discuss how this crisis is negatively impacting financial health, how conditions will likely worsen the future, and actions we can take now to promote financial resiliency.
Noreen Clancy, Senior Policy Researcher, RAND
Jonathan Gonzalez, Co-Founder and Chief Executive Officer, Raincoat
Leigh Phillips, President & Chief Executive Officer, SaverLife
Moderator: Karen Weigert, Director, Baumhart Center for Social Enterprise and Responsibility, Loyola University Chicago
Rewiring Our System for Financial Health
As we look to the future, what will it take to achieve financial health for all? Join us for this provocative discussion about how to rally leaders and organizations across our society to shift mindsets, relationships, power dynamics, policies, and resources to support lasting change – ultimately building a world in which everyone can thrive financially.
David Clunie, Principal – Head of Community Relations, Edward Jones
Ida Rademacher, Vice President, Aspen Institute and Co-Executive Director, Financial Security Program, Aspen Institute
Arjan Schütte, Founder and Managing Partner, Core Innovation Capital
Moderator: Melinda Hightower, Founder and Chief Executive Officer, High Tide Content Lab
11:00 AM
Closing Remarks