9:00 AM – 6:00 PM
Registration
Member-Exclusive Networking and Session
1:30 PM – 2:00 PM
Networking Session
Come early to network and connect with leaders who are committed to achieving business outcomes by advancing financial health.
2:00 PM – 3:30 PM
Start Today, Succeed Tomorrow: Seizing the Moment for Financial Health
With new innovations emerging all the time, the financial health landscape is in a constant state of evolution. Join fellow Members as we explore the latest finhealth trends and how they are creating promising new opportunities across our movement. This exclusive session will feature a preview of findings from the Financial Health Pulse® 2023 U.S. Trends Report, a panel discussion of hot topics in financial health, and an early look at Member benefits coming in 2024.
Kennan Cepa, Senior Manager, Policy & Research, Financial Health Network
Panel:
Yasmine Anavi, Executive Vice President of Business Development and Strategic Partnerships, SpringFour
Dr. Adanna Chukwuma, Senior Director, Global Impact Measurement, Visa
Eric M. Fiala, Executive Vice President, Head of Corporate Responsibility & Community Relations, and CEO, KeyBank Foundation
Eric Jamison, Head of Product – Banking and Technology, Envestnet D&A
Carlos Lopez, Lead Analyst of Corporate Strategy, Jack Henry
Moderator: Lindsay Ferguson, Senior Client Success Manager, Financial Health Network
3:30 PM – 4:00 PM
Networking Break
4:00 PM – 5:15 PM
General Session
Welcome and Opening Remarks
Ashley Hannon, Director, Membership Operations, Financial Health Network
Recording Now Available | Taking the Pulse of Financial Health and Spending in America
As we face an uncertain economy, persistent inflation, rising interest rates, and skyrocketing debt levels, it’s more critical than ever to understand emerging trends in Americans’ financial health, as well as important issues facing the financial services sector.
Drawing on insights from the most recent research – including the 2023 Financial Health Pulse® U.S. Trends Report and the 2023 FinHealth Spend Report – this session will paint a nuanced picture of Americans’ financial health and the challenges they face today. Join us to drill deeper into how Americans are coping financially, how they are leveraging various financial services, and what the implications may be for an already inequitable system.
Angela Fontes, Vice President, Policy and Research, Financial Health Network
Kristen Scheyder, Senior Program Officer, Citi Foundation
Moderator: Adeeb Mahmud, Chief Program Officer, Financial Health Network
5:15 PM – 6:15 PM
Welcome Reception
Sponsored by Prudential Financial
Network with like-minded leaders in banking, fintech, policy, and other areas across the movement. Explore potential new connections and partnerships, reconnect with familiar faces, and reflect together on the past few years of financial health challenges and progress.
6:15 PM – 9:00 PM
Networking Dinner | Moshulu
Continue the conversation while dining in a relaxed setting with fellow attendees. All are welcome.
9:00 PM – 11:00 PM
After-Hours Networking
Enjoy an evening opportunity to meet with finhealth innovators and champions.
7:00 AM – 3:00 PM
Registration
7:00 AM – 8:00 AM
Wellness Walk
Sponsored by The Guardian Life Insurance Company of America
Get up and get moving to clear your head and prepare to make the most of your day.
8:00 AM – 9:00 AM
Networking Breakfast
9:00 AM – 10:30 AM
General Session
Welcome and Opening Remarks
Ashley Hannon, Director, Membership Operations, Financial Health Network
Recording Now Available | A Conversation with Janis Bowdler, the Treasury Department’s First Counselor for Racial Equity
Janis Bowdler, Counselor for Racial Equity, United States Department of the Treasury
Jennifer Tescher, President and Chief Executive Officer, Financial Health Network
Recording Now Available | Diving Deeper: The Financial Health Needs of People With Disabilities
People with disabilities experience far lower rates of financial health than those without disabilities, often struggling to get by due to chronically low incomes, a complex benefits system, additional costs for daily life, and a lack of support from their workplaces and financial institutions Join us for an intimate and eye-opening session as both disability experts and individuals with lived experience probe the challenges and opportunities to better meet the needs of people with disabilities. Leveraging brand-new Financial Health Network research on policy and financial service barriers for individuals with disabilities, they’ll offer keen insight and practical ideas on what it means to create an inclusive and equitable system.
John Ciocca, Founder, Purple
Thomas Foley, Executive Director, National Disability Institute
Kimberly Knackstedt, Ph.D., Director of the Disability Economic Justice Collaborative at The Century Foundation
Moderator: Jo Christine Miles, Director, Principal Foundation & Principal Community Relations
10:30 AM – 11:00 AM
Networking Break
11:00 AM – 12:30 PM
Breakout Sessions
Track 1: Business
Walking the Talk: Living the Business Case for FinHealth
Research shows that a focus on financial health not only improves customer and employee outcomes, but is also tied to better business performance. But what does it really mean to be a financial health-focused business? How are businesses moving from commitment and strategy to execution? In this session, hear case studies from companies at different stages of living out their financial health strategies to learn:
– How they are designing their businesses.
– The steps they’ve taken to embed financial health into everything they do.
– How being a financial health business is influencing their metrics and business success.
Tracy Almquist, Senior Brand Marketing Manager, Jack Henry
Tahira Dosani, Managing Partner, ResilienceVC
Arthur Tsirtsakis, Managing Director, Advanced Client Solutions & Sales Performance Executive, Bank of America
Moderator: Marisa Walster, Vice President, Financial Services Solutions, Financial Health Network
Designing Products and Benefits That Work
Designing effective financial health products and benefits requires not only quality design techniques, but also a deep understanding of the end user. Providers who use behavioral insights, build out segmented customer and employee journeys, and design products targeted to specific populations’ needs are poised to better retain customers and support their financial health – all the more important today amid high inflation and historic finhealth declines. In this session, we’ll hear from leaders designing and testing solutions that effectively build resilience and improve financial health.
Venky Kulkarni, Co-Founder & Chair, QUBER
Trevor Rozier-Byrd, Founder & CEO, Stackwell
Amanda Verstegen, General Manager – Partnership Savings, Goldman Sachs
Moderator: Shelby Williams, Senior Product Manager, Visa Inc.
Track 2: Ecosystem
Maintaining Momentum in the Fight for Racial Equity
In 2020, the tragic murder of George Floyd launched a new era of investment and energy aimed at addressing racial inequity. Much has been accomplished in the three years since then, but more work remains to bring about systemic change. In this session, we look back to acknowledge our gains so far while looking forward to what must come next. We’ll sit down with leaders from financial institutions, philanthropic organizations, and community advocates, we discuss what is working and what still needs work.
Tynesia Boyea-Robinson, President & CEO, CapEQ
Gabe del Rio, President & CEO, Homeownership Council of America
Leigh Phillips, President & CEO, SaverLife
Moderator: Casey Bell, Chief Impact Officer, Pacific Community Ventures
Community-Based Approaches to Driving Impact: The Power of Local Financial Institutions
Minority depository institutions (MDIs), credit unions, and community development financial institutions (CDFIs), have a long history of providing financial services in underserved communities. During this session, you’ll hear from leaders in the space about recent investments in the space and how these institutions are driving impact in their communities. Don’t miss this opportunity to gain valuable insights into the vital role that these community-serving financial institutions play in promoting financial health and equity.
Anthony Barr, Research and Impact Director, National Bankers Association
Marla Bilonick, President & CEO, National Association for Latino Community Asset Builders-NALCAB
Rodney E. Hood, Board Member, National Credit Union Administration
Moderator: Mariama Jalloh-Heyward, Program Director, Alliance for Innovative Regulation (AIR)
12:30 PM – 1:45 PM
Innovation Lunches
Get a helping of finhealth insights with your lunch. Space is available on a first-come, first-served basis.
Building Trust in Banks
Presented by Wells Fargo
Access to banking services isn’t the only barrier to financial inclusion in America. For millions of unbanked and underbanked households, connecting to the banking system requires overcoming a different kind of barrier – a barrier of confidence and trust.
In this session, we’ll explore the hidden challenges of financial inclusion. Join our panel of industry experts as they share new research insights and explore strategies and solutions for reaching underserved communities with accessible, trustworthy services that help build financial health.
Anthony Barr, Research and Impact Director, National Bankers Association
Santiago Sueiro, Senior Policy Analyst, UnidosUS
Janitra Taylor, Head of Product & Data, MoCaFi
Nadia van de Walle, Vice President, Banking Inclusion Initiative, Wells Fargo
Moderator: Kate Griffin, Director of Programs, Aspen Institute Financial Security Program
Breaking Barriers: Expanding Access to Capital for Small Businesses
Presented by PayPal
Small- and medium-sized businesses (SMBs) are the backbone of our economy. Yet despite the significant role SMBs play in our communities, entrepreneurs – especially those from underrepresented communities – continue to face significant challenges accessing capital to maintain their businesses and thrive in the global economy. The problem has only been exacerbated by the global pandemic and rising inflation, creating a potent economic storm for entrepreneurs and a decline in business optimism.
In this discussion, we will explore the capital provider ecosystem to see how public and private sectors are helping to bridge the gap between small businesses and capital to create greater economic opportunity for entrepreneurs. Join us as we examine the priority levers and players, how to leverage new data-driven strategies to assess the unique credit needs of underrepresented small business owners, and ways to shift the traditional funding ecosystem to expand access and bolster financial health for communities that need it most.
Usman Ahmed, Head of Public Affairs and Strategic Research, PayPal
1:45 PM – 2:00 PM
Networking Break
2:00 PM – 3:15 PM
General Session
Recording Now Available | The Transformative Power of Financial Health Measurement
Join us as we explore the possibilities that measuring financial health can unlock. In this session, you’ll hear from innovators who have successfully implemented measurement practices that have translated into meaningful outcomes for employees, customers, and communities. Through real-world examples from fellow finhealth change-makers, you’ll be inspired to think bigger and bolder about how your own organization can drive more meaningful change in achieving financial health for all.
Usman Ahmed, Head of Public Affairs and Strategic Research, PayPal
Korinne Chiu, Director of Outcome Measurement, Habitat for Humanity International
Rachel Korberg, Executive Director, Families & Workers Fund
Moderator: Stella Klemperer, Director of Strategy & Insights, Flourish Ventures
Recording Now Available | Uniting for FinHealth: Building a Future of Equitable Systems
Every one of us shares a dedication to forging transformative progress in enhancing financial health for all. As we approach our 20 years of the movement, we reflect on the immense strides we have made thus far. However, the challenges we face are greater than any individual, team, company, or industry can solve alone. Enriching financial health for all necessitates a united endeavor spanning the entire financial health ecosystem. Come explore novel avenues of collaboration and the construction of equitable systems that cater to the requirements of those facing financial adversity.
Jimmy Chen, CEO, Propel
Melinda Hightower, Head of Multicultural Client Segments, UBS
Todd Shriber, Chief Strategy Officer, U.S. Businesses, Prudential
Moderator: Jennifer Tescher, President and Chief Executive Officer, Financial Health Network
3:15 PM
Event Concludes