EMERGE Insights 2023
See Who’s Coming
Check out who’s coming next week. A complete list with names will be provided onsite.
Attendees
As of September 19, 2023
- Director of Thought Leadership, Financial Resilience, AARP
- Chief Health Officer, Accenture
- CAO, Accion Opportunity Fund
- VP Brand, Achieve
- AVP, Financial Wellbeing & Brand Communications, Affinity Federal Credit Union
- Program Director, Alliance for Innovative Regulation – AIR
- Manager, Behavioral Research, Ally
- VP, Member Experience & Advocacy, Altra Federal Credit Union
- Vice President, Global Philanthropy & Impact, American Express
- Program Manager, American Express
- Director, Foundation, Data and Systems, American Express
- VP, Enterprise Growth, Array
- GM, Digital Financial Management, Array
- Financial Advocate Assistant Manager, Arrowhead Credit Union
- Founder & CEO, Ascend Impact Advisors
- CEO, Ascendus
- SVP of Lending, Ascendus, Inc
- Senior Program Manager, Business & Society Program, Aspen Institute
- Policy Director, Aspen Institute
- Policy Associate, Aspen Institute
- Senior Program Manager, Aspen Institute
- Director of Programs, Aspen Institute Financial Security Program
- Senior Product Marketing Manager, Assurance
- President/CEO, Astera Credit Union
- Founder & CEO, Attune
- VP Marketing, Balance
- Sales Manager, BALANCE
- Financial Wellness Program Manager, Bangor Savings Bank
- Senior Vice President, Bank of America
- Employee Financial Services Executive, Bank of America
- Community Affairs Executive, Bank of America
- Business Strategy & Intelligence Manager, Bank of America
- SVP, Bank of America
- Market Executive, Bank of America
- SVP, Retail Client Strategy, Bank of America
- SVP, Community Banking Strategy Executive, Bank of America
- Managing Director, Advanced Client Solutions & Sales Performance Executive, Bank of America
- Director, FH Programs, BECU
- CEO, Benny
- Program Officer, Bill & Melinda Gates Foundation
- Economist, Block
- Economist, Block
- President & CEO, CapEQ
- Social Impact Advisor, Capital One
- Social Impact Advisor, Capital One
- Global Community Impact & Partnerships Lead, Cash App
- Lead, Cash App
- Managing Director, Center for Accelerating Financial Equity (CAFE)
- Senior Principal, CFE Fund
- Senior Engagement & Policy Fellow, CFPB
- Vice President, Chartline Capital Partners
- Director, Public Affairs and Community Engagement, Chime
- Vice President, Citi Community Investing and Development
- Senior Program Officer, Citi Foundation
- Senior Program Officer, Citi Foundation
- Senior Associate, Cities for Financial Empowerment (CFE) Fund
- VP, Strategic Planning & Member/ Client Experience, Coastal Community Credit Union
- General Manager-Wealth Management, Coastal Community Credit Union
- Senior Innovation Manager, Commonwealth
- President/CEO, Community Credit Union
- Chief Marketing Officer (CMO), Community Credit Union
- Executive Director, Community Financial Resources
- COO, Concord Advice
- Board director, Connex Credit Union
- Executive Director, Consumer Action
- Senior Policy Counsel, Consumer Reports
- Strategic Lead, Digital Finance, Consumer Reports
- VP, Partnership Development, CRF USA
- Associate, DRK Foundation
- Consultant, EarnUp
- Head of Product – Banking and Technology, Envestnet D&A
- Head of Bank & Tech, Envestnet Yodlee
- Manager, Product Management, ESL FCU
- Director, Enterprise Account Management, Corporate Impact, EVERFI
- VP Enterprise Marketing, EVERFI
- VP of Enterprise Marketing, Everfi From Blackbaud
- Chief Strategic Business Transformation Officer, Everwise Credit Union
- Director of Financial Wellness and Wellbeing, Everwise Credit Union
- Product Management Manager, Experian
- Associate Director Research Branch, FDIC
- SVP & Associate Director Consumer Finance Institute, Federal Reserve Bank of Philadelphia
- Consumer Finance Institute Research Fellow, Federal Reserve Bank of Philadelphia
- Head of DEI Engagement Strategy, Financial Finesse
- Vice President, Marketing and Communications, Financial Health Network
- Senior Manager, Client Success, Financial Services, Financial Health Network
- Vice President, Client Success and Workplace Solutions, Financial Health Network
- Senior Manager, Policy and Research, Financial Health Network
- Senior Client Success Manager, Financial Health Network
- Vice President, Policy and Research, Financial Health Network
- Chief Market and Business Development Officer, Financial Health Network
- Director, Membership Operations, Financial Health Network
- Senior Director, Behavioral Economics, Financial Health Network
- Chief Program Officer, Financial Health Network
- Senior Manager, Events, Financial Health Network
- Director, Marketing Operations, Financial Health Network
- Contractor, Event, Financial health network
- Director, Communications, Financial Health Network
- Senior Associate, Digital Marketing, Financial Health Network
- Clent Success Manager, Financial Health Network
- President and Chief Executive Officer, Financial Health Network
- Clent Success Manager, Financial Health Network
- Senior Brand Manager, Financial Health Network
- Vice President, Financial Services Solutions, Financial Health Network
- Chief Innovation & Growth Officer, FinFit
- Research Director, FINRA Foundation
- Director of Strategy & Insights, Flourish Ventures
- U.S. Disability Rights Program Officer, Ford Foundation
- Sr. Director, Grants & Programs, Foundation for Financial Planning
- Principal, FS Vector
- Senior Program Officer, Gates Foundation
- Founder, Giving Credit
- Managing Director, Goal: Beyond
- Executive Vice President – Chief Lending Officer, Golden 1 Credit Union
- Consumer Advocacy Associate, Goldman Sachs
- Head of Consumer Advocacy, Goldman Sachs
- General Manager – Partnership Savings, Goldman Sachs
- Chief Business Development Officer, GreenPath Financial Wellness
- President & CEO, GreenPath Financial Wellness
- Head of Corporate Social Responsibility, Guardian
- Senior Product Manager, H&R Block
- Director, Product Management, H&R Block
- Videographer, Habit Of Seeing
- Video Producer, Habit Of Seeing
- Video Producer, Habit Of Seeing
- Senior Analyst, Outcome Measurement, Habitat for Humanity
- Director, Outcome Measurement, Habitat for Humanity International
- Research and Learning Manager, Habitat for Humanity International
- CEO/President, Hart Credit Technology
- CEO, Homeownership Council of America
- Director of Financial Empowerment, Inclusiv
- Senior Brand Marketing Manager, Jack Henry
- Lead Analyst, Digital, Corporate Strategy, Jack Henry
- Senior Manager, Installation, Jack Henry & Associates, Inc.
- Vice President, JPMC
- Executive Director, Corporate Responsibility, JPMorgan Chase
- Chief Operating Officer, Justine PETERSEN
- SVP, Director of CRA, KeyBank
- Head of Corporate Responsibility, KeyBank
- National Community Engagement Director, KeyBank
- Head of US Policy, Klarna
- VP, Community Impact Manager, Machias Savings Bank
- Mass Markets Project Coordinator, MassMutual
- Director of Community Financial Well-being, MassMutual
- Director, Center for Inclusive Growth, Mastercard
- Research Associate, MDRC
- Chief Program Officer, Mercy Housing
- Creative Brand Manager, Meritrust Credit Union
- SVP for Financial Well-Being, Meritrust Federal Credit Union
- Client Experience Strategy Leader, MissionSquare Retirement
- Chief External Affairs Officer, MMI
- Head of Product and Data, MoCaFi
- Founder & CEO, My Money Story
- CEO, myFloc
- President & CEO, National Association for Latino Community Asset Builders-NALCAB
- Research and Impact Director, National Bankers Association
- Director of Corporate Partnerships and Engagement, National Council on Aging
- Board Member, National Credit Union Administration
- Financial Health Director, National Credit Union Foundation
- Financial Health Program Manager, National Credit Union Foundation
- Executive Director, National Disability Institute
- Research Director, National Disability Institute
- Chief Operating Officer, National Foundation for Credit Counseling
- Director, Financial Capability, NeighborWorks America
- Freelancer, Nice2Mesha Consulting, LLC
- Policy Advisor, Office of the UNSGSA
- Chief Marketing Officer, OnPoint Community Credit Union
- Financial Wellness Manager, OnPoint Community Credit Union
- Chief Impact Officer, Pacific Community Ventures
- CEO & President, Pacific Community Ventures
- AVP, Financial Education & Participant Experience, Pacific Life
- CEO, Paperwork
- Vice President, Marketing, Patelco Credit Union
- MEMBER EXPERIENCE MANAGER, Patelco Credit Union
- Manager, Financial Health, Patelco CU
- Head of Public Affairs and Strategic Research, PayPal
- Communications, PayPal
- Senior Director, Corporate Affairs & Global Head of Social Innovation, PayPal
- VP, Financial Wellness, Percapita
- Community Development Officer, PNC
- Director, Principal Foundation
- President, Prism Data
- CEO, Propel
- Head of Policy and Partnerships, Propel
- VP, Simplified Solutions, Prudential
- VP, Head of FW, Prudential
- Chief Strategy Officer, US Businesses, Prudential
- VP Business Development, Prudential Financial
- Vice President, Inclusive Solutions, Prudential Financial
- Director, Consumer Insights, Prudential Financial
- Director, Corporate Social Responsibility & Partnerships, Prudential Financial
- Founder, Purple
- Co-Founder and Chair, QUBER
- Director of Financial Inclusion Strategy, Regions Bank
- Managing Partner, ResilienceVC
- Managing Partner, ResilienceVC
- Program Director, Samvid Ventures
- Community Partnerships Manager, Santander
- Associate Director – Benefits, Santander
- CEO, SaverLife
- Chief Operating Officer, SaverLife
- Senior Product Manager, SavvyMoney Inc
- CMO, Self Financial
- Chief Compliance Officer, Self Financial
- Compliance, Self Inc
- Founder and CTO, SolasAI and BLDS, LLC
- EVP Business Development & Strategic Partnerships, SPringFour
- CoFounder & CEO, SpringFour
- CEO & Founder, Stackwell
- Strategic Partnerships Manager, Stackwell Capital
- Head of Marketing, Stackwell Capital
- Strategy & Ops, Stackwell Capital
- VP of Impact, Steady
- VP, Life & Health Sustainability Lead, Swiss Re
- VP of Consumer Distribution Strategy, TD Bank
- VP, Credit Card Product Management, TD Bank
- Executive Director | Business & Society Program, The Aspen Institute
- Executive Director, The Families & Workers Fund
- CEO, The Flagstone Initiative
- Program Director, The Motley Fool Foundation
- Director of Strategic Initiatives, The SCAN Foundation
- Innovation Manager, The SCAN Foundation
- Director, Growth & Generosity, Thrivent
- Principal, TransUnion
- Director Government Relations and Social Impact, Travis Credit Union
- Senior Workforce Solutions Specialist, TrueNorth Companies
- Insight Consultant, U.S. Bank
- Financial Education Strategy, U.S. Bank
- Senior Vice President, Financial Education Strategy, U.S. Bank
- Head of Multicultural Client Segments, UBS
- Director, Financial Wellness, UBS
- Senior Policy Analyst, UnidosUS
- Chief Legal Officer, Unit
- Counselor for Racial Equity, United States Department of the Treasury
- Policy Program Associate, Urban Institute
- Sr. Financial Education Specialist, Virginia Credit Union
- Financial Education Program Manager, Virginia Credit Union
- Director, Inclusive Impact & Sustainability, Visa
- Product Lead – Financial Education, Visa
- Senior Director, Global Impact Measurement, Visa Inc
- Senior Product Manager, Product & Experience Design (PxD), Visa Inc.
- Sr. Account Exec, Government Solutions, Visa, Inc.
- Lead, Insights and Innovation, Financial Health Philanthropy, Wells Fargo
- Office of Consumer Practices, Wells Fargo
- Vice President, Banking Inclusion Initiative, Wells Fargo
- Senior Vice President, Wells Fargo
- Research & Strategic Initiatives, Wells Fargo
- Digital Product Management Executive, Wells Fargo
- Vice President, Banking Inclusion Initiative, Wells Fargo
- Principal Product Manager, WEX Inc.
- President and Founder, WORC/EOF
- Vice President of Marketing & Business Development, Wright-Patt Credit Union