8:00 AM – 11:30 AM
Pre-Conference Session
Explore and Restore: Nature Walk and Habitat Restoration
Sponsored by U.S. Bank
Join us for a morning of community service and nature exploration in partnership with local nonprofit, Ocean Connectors. Enjoy a guided nature walk to discover the area’s unique ecosystem, lend a hand in restoring the local habitat, and learn how environmental sustainability contributes to climate resilience through hands-on conservation efforts. Wear casual and comfortable clothes and closed-toe shoes that you don’t mind getting dirty. Sunscreen provided.
Please note: This experience is now sold out.
8:00 AM – 11:30 AM
Pre-Conference Session
FinX Workshop: Spend the Day in Your Customer’s Shoes | $150
Sponsored by Wells Fargo
Supporting consumers’ financial health starts with empathy. This unique half-day experience takes you into the local community to navigate the financial challenges that many people face each day. By stepping into your customer’s shoes, you’ll be better equipped to create products and services that align with their financial realities. Come experience FinX, thanks to the generous support of Wells Fargo.
Wear casual and comfortable clothes and shoes, as you will be visiting local establishments with consumers completing their daily activities.
Ashley Hannon, Director, Membership Operation, Financial Health Network
Nadia van de Walle, Vice President, Banking Inclusion Initiative, Wells Fargo
12:30 PM – 1:15 PM
Member-Exclusive Lunch: Your EMERGE Experience Starts Here
Start your EMERGE journey alongside fellow Members. This welcome lunch is designed to orient you to the full Member experience at EMERGE, spark new connections, and set the tone for meaningful engagement throughout the event. Whether you’re reconnecting or meeting for the first time, this is a chance to build relationships, share what you’re most excited about, and pick up tips for making the most of your time here.
1:15 PM – 1:30 PM
Networking Break
Move, connect, and refuel for what’s next.
1:30 PM – 3:30 PM
Main Stage Sessions
Keynote Address
Jennifer Tescher, Founder and Chief Executive Officer, Financial Health Network
Opportunity Knocks: A Family’s Journey to Financial Health
Discover the inspiring story of Charles and Tiffany White, a family who worked to overcome financial challenges with help from the empowerment coaches on “Opportunity Knocks” on PBS. After enduring medical hardships, job losses, and financial setbacks, the Whites forged a path to stability with support from the show as well as The Opportunity Initiative, the largest economic mobility campaign in U.S. history. Join us to explore their journey, the power of financial resilience, and the transformative doors opened with access to the right resources.
Jamie Strayer, Creator and Executive Producer, Opportunity Knocks
Bonnie Wallace, Head of Financial Health Philanthropy, Wells Fargo
Charles White, Senior Pastor, Lake City Church
Tiffany White, Associate Pastor, Lake City Church
Moderator: Michael Cyr, Executive Director, Opportunity Knocks
Financial Health at Scale: Leading with Purpose
Hear how a global leader is integrating financial health into core strategy to drive lasting impact at one of the largest banks to build a financially healthy future for all.
Tim Berry, Global Head of Corporate Responsibility and Chairman of the Mid-Atlantic Region, JPMorganChase
From the Bank to the Business: Building Stronger Connections
Delve into the evolving relationship between financial institutions and small businesses in this candid conversation. We’ll share valuable insights into what drives financial health for small businesses, how banks strive to support small businesses’ distinct needs, and how those efforts impact entrepreneurs navigating their financial journeys. Don’t miss this unique opportunity to hear perspectives from both sides of the banking relationship.
Devon Bray, Small Business Regional Leader, U.S. Bank
Marcella DiMichieli, Chief Executive Officer, San Diego Bike & Kayak Tours, Inc.
Sekou Kaalund, Head of Branch and Small Business Banking, U.S. Bank
3:30 PM – 4:00 PM
Networking Break
Move, connect, and refuel for what’s next.
4:00 PM – 5:00 PM
Creating Community: Role-Based Breakout Sessions
Collaborate with leaders in similar roles or functions during these purposeful interactive sessions. Each of the five functional groups will bring together leaders ready to engage in meaningful discussions about common challenges, opportunities, and strategies for advancing financial health. Share insights from your personal experiences, learn how others are making an impact, and leave with new relationships and connections to help you drive your work forward.
Select the functional area that best aligns with your role and interests.
Human Resources: Meet fellow HR leaders to share strategies supporting employee financial well being and create workplace cultures that prioritize financial health.
Crystal Hodges, Director, HR Operations, Jack Henry
Benjamin Mahnkey, Benefits Manager, Financial Health, Amazon
FinHealth Strategy: Connect with other finhealth champions to dive into organizational financial health strategies that drive measurable outcomes.
Justin Botimer, Partner Development Manager, GreenPath Financial Wellness
Nikole Rosenberg, Portfolio Health, TD Bank
Marketing: Join innovative marketing and communications professionals to share strategies for building awareness around financial health initiatives.
Eileen Buesing, Head of Communications and Brand, Self Financial, Inc.
Jonathan Hanson, SVP Member Engagement and Marketing Strategy, VyStar Credit Union
Product, Digital, and Customer Experience: Come together with product, digital, and CX pathfinders to share innovations in product design, solutions, and experiences that empower financial health.
Adam Davis, Vice President of Financial Health and Liquidity, Capital One
Balaji Ponnuswamy, Senior Vice President, Financial Health, BECU
Community and Government Relations: Link with community development, CRA, policy, and foundation leaders to explore partnerships, policy initiatives, and community engagement strategies promoting financial health at social scale.
Edith Campos, Vice President, Social Impact Program Manager, PNC Bank
Brandon Kelly, Community Reinvestment Officer, Square Financial Services
5:00 PM – 9:00 PM
Networking Reception and Dinner (offsite)
Sponsored by U.S. Bank
Beach House, Belmont Park
Join us for a relaxed evening of connection and conversation at this oceanfront oasis. With soft sands beneath your feet and the soothing sounds of the waves surrounding you, it’s the perfect setting to mingle and network with fellow attendees. Take in breathtaking views of the Pacific Ocean as the sun sets on an unforgettable night.
9:00 PM – 11:00 PM
After-Hours Networking
Brewery X, Sheraton San Diego Resort
Mix, mingle, and unwind alongside fellow attendees to further your EMERGE experience.
6:30 AM – 7:30 AM
Wellness Activities
Sponsored by U.S. Bank
Scenic Kayak and Paddle Board Excursion on the San Diego Bay
Discover the beauty of the San Diego Bay on a fun and easy water adventure – no experience needed! Choose between a kayak or stand-up paddle board as you glide past iconic sights like the Coronado Bridge, downtown skyline, and Point Loma while enjoying one of the West Coast’s most stunning natural harbors. Keep an eye out for seals, sea lions, dolphins, and coastal birds as you paddle through calm waters. Whether you’re seeking adventure, relaxation, or the perfect photo op, kayaking in the San Diego Bay is an unforgettable experience! Sunscreen provided.
Please note: This experience is now sold out.
Wellness Walk
Join us for a wellness walk along the waterfront—a refreshing and relaxing way to take in the morning views, connect with fellow attendees, and get moving before the day begins.
8:00 AM – 9:15 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.
Beyond the Business: Measuring the Financial Health of Entrepreneurs and Consumers
Presented by Citi
For decades, efforts to advance financial inclusion have focused on expanding access—especially for small businesses and underserved communities. But access alone doesn’t guarantee financial mobility. As funders, lenders and fintechs champion entrepreneurship as a wealth-building strategy, traditional metrics like loan repayment and business growth often overlook the personal financial health of the entrepreneur. Likewise, many consumer-focused strategies fail to account for the unique challenges faced by entrepreneurs, gig workers, and those navigating nontraditional income streams. In this session, hear from leaders using new tools to assess impact more holistically and learn how they’re helping ensure that businesses – and the people behind them – thrive.
Sheri Flanigan-Vazquez, Chief Operating Officer, Justine PETERSEN
Bulbul Gupta, President and Chief Executive Officer, Pacific Community Ventures
Paul Quintero, Chief Executive Officer, Ascendus, Inc.
Justine Zinkin, Chief Executive Officer, Neighborhood Trust
Moderator: Taylor C. Nelms, Vice President of Research and Insights, Financial Health Network
Prolonged Parenting in an Era of Extended Longevity
Presented by AARP
Longevity is changing how we anticipate and prepare for major life transitions – including how parents support their adult children. This session explores the dynamics of “prolonged parenting,” drawing on new data and insights to examine how this shift is affecting household finances, intergenerational relationships, retirement planning, and long-term financial security. We’ll also highlight opportunities for financial services, fintech, and policymakers to better support the evolving realities of multigenerational families.
Raymond A. Jetson, Vision and Advancement Catalyst, Aging While Black
Emily Watson, Senior Director, TIAA Institute, TIAA
Moderator: Julie Miller, PhD, MSW, Director of Thought Leadership, Financial Resilience, AARP
9:15 AM – 10:40 AM
Main Stage Sessions
Financial Resilience in the Face of Natural Disasters
A collection of moving firsthand accounts from community leaders, disaster recovery experts, and financial service providers helping individuals and neighborhoods navigate the long road to financial recovery after climate crises. Hear from those overcoming insurance roadblocks, securing emergency aid, and rethinking homeownership in disaster-prone areas. We’ll explore what it takes to build a financial system that supports climate resilience – before, during, and after a crisis.
Jake Bittle, Journalist, Grist
Adrienne Goolsby, Senior Vice President U.S. & Canada Operations, Habitat for Humanity International
Lea Souther, Managing Director; Head of Consumer Business Continuity and Retail Business Optimization, Bank of America
Moderator: Rachel Schneider, Chief Executive Officer, Canary Benefits
Charting the Future of Financial Health
Join us to explore the evolving landscape of financial health. This engaging discussion considers how financial institutions can drive meaningful change, promote economic well-being, and foster financial resilience for individuals and communities. This conversation provides valuable perspectives on shaping a more impactful financial future.
Peter Jacobs, Chief Executive Officer, ING Netherlands
Jennifer Tescher, Founder and Chief Executive Officer, Financial Health Network
10:40 AM -11:15 AM
Networking Break
Move, connect, and refuel for what’s next.
11:15 AM – 12:15 PM
Breakout Sessions
Our morning and afternoon breakout sessions cover similar topics but are designed to stand alone. Feel free to attend either session (or both!) based on your interests—no need to attend one to benefit from the other. Each session offers unique insights and opportunities for engagement.
People-Centered Solutions: Innovating for Climate Resilience
Climate change poses unprecedented financial challenges for Americans, from managing unexpected expenses during weather events to preparing financially for future disasters. Which solutions can help them build resilience? In this interactive session, attendees break into small groups to spark innovation around two distinct consumer needs: immediate disaster response and future financial planning. You’ll explore the pressing challenges consumers face, discover innovative approaches companies are taking, and leave with actionable ideas to address this urgent issue.
Dustin Luton, Senior Executive Vice President, Golden 1 Credit Union
Sarah Willis Ertur, Executive Vice President, SaverLife
Moderator: Maya Pendleton, Senior Research Manager, SaverLife
Frontiers in Measurement: Utilizing Survey and Transaction Data
What does effective financial health measurement look like in 2025? While organizations have relied on the Financial Health Network’s survey-based FinHealth Score® for years to track customer and employee financial health, companies are increasingly also using transaction-based data to glean new insights. As access to financial data expands, how and when should organizations use each approach to build a more complete picture of financial health? In this session, explore how practitioners are combining survey and transactional data to generate meaningful, actionable insights that drive impact.
Eloise Duncan, Chief Executive Officer and Founder, Financial Resilience Institute
Balaji Ponnuswamy, Senior Vice President, Financial Health, BECU
Moderator: Sean Creehan, Lead for Financial Health, Inclusion and Innovation, Federal Reserve Bank of San Francisco
Beyond Good Intentions: Industry Standards to Advance Financial Health
As federal regulators relax their expectations, how can financial service providers operationalize practices that will advance financial health? The Financial Health Network’s recently-released standards to help consumers manage their spending are part of a larger movement to elevate the practices of financial institutions through the development and implementation of voluntary industry standards. This session will explore varying approaches to developing, implementing, and measuring the impact of industry standards and the significance of standard setting in a changing regulatory environment.
Ian P. Moloney, Senior Vice President, Head of Policy and Regulatory Affairs, American Fintech Council
David Rothstein, Senior Principal, CFE Fund
Ashwin Vasan, Partner, FS Vector
Moderator: David Silberman, Senior Advisor, Financial Health Network
Innovator Showcase: Fintech Solutions for the Moments That Matter
Meet the fintech founders and CEOs shaping the future of financial health. In a series of rapid-fire presentations, they’ll showcase innovative solutions designed to support people through the financial moments that matter—whether through small business lending, family banking, personalized financial guidance, or other emerging approaches. A brief Q&A between the presenters and industry experts will follow. Then, cast your vote to share which solution resonated most with you.
Blake Allison, Founder and Chief Executive Officer, LifeCents
Mel Faxon, Co-Founder and Chief Operating Officer, Mirza
Alex McLeod, Founder and Chief Executive Officer, Parlay Finance
Kai Stinchcombe, Chief Executive Officer, True Link
Discussant: Jenelle Harris, Head of Financial Education, Visa
Discussant: Sydney Thomas, Founding General Partner, Symphonic Capital
Moderator: Amon Anderson, Managing Partner, Acumen America
Essential Benefits: Balancing Creative Tensions in the Modern Workplace
Where do you stand on the best ways to improve worker financial health? Does your organization agree on this approach, or are there differing perspectives and nuances to consider? In this dynamic interactive session, participants in groups share where they stand on a topic based on where they stand in the room. Through facilitated prompts, you’ll “pick a side” and have a chance to reflect, explore context, and celebrate moments of dialogue and broadened perspectives.
Melissa Bukuru, Associate Director, Financial Inclusion Resilience, Ownership Works
Kelley-Frances Fenelon, Senior Director, Corporate Action and Research, JUST Capital
It Takes a Village: Global Perspectives on Financial Health
Financial health challenges vary across markets, but solutions being tested globally offer valuable and inspiring innovations for the future of financial health in the U.S. and beyond. Dive into how different countries are tackling financial inclusion, resilience, and security in this unique session – with a focus on international policies, partnerships, and products making an impact. Industry leaders discuss what’s working, what’s not, and which lessons can be applied to improve the financial health of people in America.
Nancy Widjaja, Policy Advisor, Office of the UNSGSA
Gabriela Zapata, Senior Consulting Associate, BFA Global
Moderator: Evelyn Stark, Managing Director Financial Health, ideas42
12:15 PM – 1:30 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.
Driving Impact in Financial Health
Presented by Bank of America
This session will explore ideas, strategies, and solutions that drive impact in financial health.
Stopping Scams and Fighting Fraud: Protecting Consumers Against a Growing Threat
Presented by JPMorganChase
American households lose an estimated $158 billion to fraud annually, and the number of incidents reported – as well as dollars lost – continues to grow. Financial scams pose a significant threat to consumers nationwide, particularly for low-to moderate-income Americans, who are both more vulnerable to these threats and face more difficulties recovering if victimized. Don’t miss this overview on the rapidly evolving landscape of financial fraud, followed by a discussion on promising innovations from the field and steps you can take to protect your organization, the people you serve, and our financial system.
Jilenne Gunther, National Director, BankSafe Initiative, AARP
Darius Kingsley, Head of Consumer Banking Practices, JPMorganChase
Matt Vega, Chief of Staff, Sardine AI
Moderator: Kate Griffin, Director of Inclusive Finance, Aspen Institute Financial Security Program
Building the Financial Health of the Nonprofit Workforce
Presented by Prudential Financial
Over 12 million people in America work for nonprofits, a number that has steadily increased over the past 20 years. These workers provide vital contributions to their communities – but their impact is contingent on their own financial security. Preview forthcoming Financial Health Network research sponsored by Prudential Financial on the financial lives of the nonprofit workforce, as well as the workplace benefits available to them. Hear from a panel of leaders, then join our discussion with nonprofit insiders about key challenges, opportunities, and solutions to build a healthier nonprofit workforce.
Lisa Berdie, Director, Research, Financial Health Network
Jeffrey Moore, Chief Strategy Officer, Independent Sector
Moderator: Sarah Keh, Vice President, Inclusive Solutions, Prudential Financial Inc.
1:30 PM – 2:00 PM
Networking Break & Barista Station
Sponsored by Bank of America
Move, connect, and refuel for what’s next.
2:00 PM – 3:00 PM
Breakout Sessions
Our morning and afternoon breakout sessions cover similar topics but are designed to stand alone. Feel free to attend either session (or both!) based on your interests—no need to attend one to benefit from the other. Each session offers unique insights and opportunities for engagement.
People-Centered Solutions: Strengthening Financial Health Across Generations
From taking on student loans to preparing for retirement, our financial priorities evolve as we age. This session explores the finhealth needs of consumers throughout their financial journeys, encouraging participants to focus on tailored solutions for different age groups. Through real-life stories, data insights, and small-group brainstorming, you’ll gain fresh ideas for solutions that meet generational needs while still supporting each customer’s unique goals.
Doug Haehl, Senior Project Marketing Manager, EVERFI
Michael Martino, Head of Customer Growth Segments; Consumer, Small and Business Banking, Wells Fargo & Company
Moderator: Julie Miller, PhD, MSW, Director of Thought Leadership, Financial Resilience, AARP
How Can Data Access Improve Financial Health?
Access to financial data can help drive better customer experiences, innovative products to meet specific financial needs within communities, and improved consumer financial health. But, leveraging data effectively can be a challenge. Learn how access to more data can drive better outcomes, the latest developments in open banking, and key insights about creating an effective data sharing system.
Jane Barratt, Chief Advocacy Officer and Head of Global Public Policy at MX
Zachary Smith, Chief Revenue Officer, Redemption Holding Company
Moderator: Corey Stone, Senior Advisor, Financial Health Network
Supporting How Customers Manage Spending
Have you ever wished you had more prescriptive practices about how you can help improve customers’ financial health? Earlier this year, the Financial Health Network released standards for financial institutions to support how consumers manage spending. These practices are first in our series of industry standards designed for financial services companies. Join us for this interactive discussion to learn about the new standards and evaluate how your own primary financial institution stacks up against the list.
Amit Aggarwal, Managing Director, Digital Solutions, J.D. Power
Marisa Walster, Vice President, Financial Services Solutions, Financial Health Network
Innovator Showcase: The Power of Partnerships
Emerging technologies like AI are revolutionizing financial services, but their greatest impact may emerge when fintechs collaborate with financial institutions, government agencies, and other mission aligned partners. In this session, hear from fintech founders and CEOs advancing new and innovative approaches to enhance customer engagement and improve financial health outcomes. The rapid-fire presentations will be followed by an interactive Q&A with industry experts, then cast your vote to share which solution resonated most with you.
Colin Horsford, Chief Executive Officer, Muse
Jonathan Petts, Chief Executive Officer and Founder, Upsolve
Jason Rosen, Founder and Chief Executive Officer, Prism Data
Yuval Shuminer, Founder and Chief Executive Officer, Piere
Discussant: Kristen Castell, Managing Director, Center for Accelerating Financial Equity (CAFE)
Moderator: Nasir Qadree, Founder and Managing Partner, Zeal Capital Partners
Building Financial Security at Work: Balancing Employee Needs and Business Realities
Workplace financial solutions have the power to transform employees’ financial lives – but delivering them effectively requires balancing employee needs, business priorities, and broader economic realities. This session will explore real-world strategies for creating emergency savings and wealth-building initiatives that work for both employees and employers. Hear from workplace experts who are leading the way, learn from employee experiences, and walk away with insights to build sustainable solutions in your own organization.
Timothy Flacke, Co-Founder and Chief Executive Officer, Commonwealth
Jennifer Skramsted, Senior Analyst, Savings Plans, GXO Logistics
Rethinking Financial Services for People With Disabilities
More than 40 million Americans today are living with a disability, yet this group is often overlooked in financial services. Financial Health Network research shows individuals with disabilities are more often underbanked than those without, even when accounting for differences in income. Hear from experts who are designing products and services to improve the financial lives of people with disabilities by centering their voices in the process. Together, we’ll discuss innovations from tailored tools to new financial institutions, explore pitfalls to avoid, and reaffirm our collective commitment to prioritize the needs of people with disabilities in your organization.
Rebecca Cokley, U.S. Disability Rights Program Officer, Ford Foundation
Aarti Sahgal, Chief Executive Officer and Founder, Synergies Seed Fund
Ly Xīnzhèn M. Zhǎngsūn Brown, Director of Public Policy, National Disability Institute
Moderator: Lisa Berdie, Director, Research, Financial Health Network
3:00 PM – 3:40 PM
Networking Break & Barista Station
Sponsored by Bank of America
Move, connect, and refuel for what’s next.
3:40 PM – 5:00 PM
Main Stage Sessions
Community Perspectives: Aging as a Force for Community Transformation
Aging is universal, yet deeply influenced by race, history, and community. In this session, a social enterprise innovator, former Louisiana state legislator, and proud elder advocate explores the realities of aging while Black, drawing insights from decades of public service. With a unique vantage point, this discussion highlights the resurgence of elders in Black life and the critical role of elder representation in shaping a more inclusive future. Through real-life experiences and powerful insights, this conversation reimagines aging as a force for leadership, wisdom, and community transformation.
Raymond A. Jetson, Vision and Advancement Catalyst, Aging While Black
The Power of the Worker Voice
Employee voice is a powerful force for shaping company culture and fostering financial success for businesses and workers. In this intimate fireside chat, diverse voices explore how open dialogue, trust, and transparency can transform the workplace. How does a worker’s voice influence leadership decisions? What role does it play in fostering innovation, engagement, and retention? This session offers a rare opportunity to hear both perspectives on how empowering employee voices leads to a stronger, more resilient organization.
Matt Bahl, Vice President, Workplace Market Lead, Financial Health Network
Sandra Klausmeyer, Senior Vice President, Director of Strategic Initiatives, Bangor Savings Bank
Service-Driven Change: Lessons for Financial Health
This session highlights the remarkable impact veterans have when they channel resilience, leadership, and purpose toward driving systemic change. Drawing on powerful examples from veteran-led initiatives, we’ll explore how those who have served continue to lead by supporting communities in crisis. Discover how veterans contribute to financial health, stability, and equity—not only for themselves, but for the broader communities they serve—through their dedication to service, problem-solving, and leadership.
Gina Harman, Board Chair, Financial Health Network
Jake Wood, Co-founder and Executive Chairman of Team Rubicon, and author of Once a Warrior and Take Command
5:00 PM – 6:00 PM
Networking Reception
Join fellow EMERGE attendees for an evening of meaningful conversation, connection, and community. Take time to unwind, reflect on the day’s insights, and deepen the connections that drive lasting impact.
9:00 PM – 11:00 PM
After-Hours Networking
Brewery X, Sheraton San Diego Resort
Mix, mingle, and unwind alongside fellow attendees to further your EMERGE experience.
6:30 AM – 7:30 AM
Wellness Walk
Sponsored by KeyBank
Start your travel day with fresh air, gentle movement, and great company on a walk along a relaxed path on Harbor Island. Whether you’re walking and talking or simply soaking it in, it’s the perfect way to ease into the day and connect with fellow attendees. Comfortable shoes are encouraged.
8:00 AM – 9:00 AM
Networking Breakfast
Seize EMERGE’s final day with breakfast, coffee, and conversation as you deepen connections and create plans for collaboration.
9:00 AM – 10:30 AM
Main Stage Sessions
Banking Through the Eyes of Community Members
Behind every banking customer is a story – shaped by their unique goals, needs, and experiences with money. How can institutions meet customers where they are as they work to expand access and opportunity across their communities? In this intimate fireside session, a financial services leader sits down with a customer for an honest, insightful conversation about financial health and the modern banking experience.
Andre Brown, Chime member since 2016, Visitor Management, Baylor Scott & White
Sam Krause, Vice President of Operations and Member Experience, Chime
Shaping the Future of Financial Health
Explore what lies ahead on the journey to improve financial health for all. Industry leaders and innovators reflect on key insights from EMERGE, discuss promising trends and technologies, and share bold visions for a financial ecosystem that works for everyone. Don’t miss this pivotal closing discussion on how cross-sector collaboration, consumer-centric design, and innovative business models can pave the way for a more inclusive and resilient financial future.
Cris Chiacchio, Chief Executive Officer, Simplified Solutions, Prudential Financial Inc.
Brandee McHale, Head of Community Investing and Development at Citi and President of the Citi Foundation, Citi
Clarence Wardell, Deputy Director, Economic Mobility and Opportunity, Gates Foundation
Moderator: Adeeb Mahmud, Chief Program Officer, Financial Health Network
11:30 AM – 2:30 PM
Member-Exclusive Session: Translating EMERGE Insights into Real-World Impact
Wrap up your EMERGE experience with this exclusive Member-only session. Join Financial Health Network Founder and CEO Jennifer Tescher for an “Ask Me Anything” on the big questions shaping our industry, followed by small group discussions designed to help you turn insights into action. Leave inspired and ready to drive real-world impact.
Beth Brockland, Vice President, Client Success, Financial Health Network
Ashley Hannon, Director, Membership Operation, Financial Health Network
Jennifer Tescher, Founder and Chief Executive Officer, Financial Health Network