EMERGE Financial Health
June 8-10 and 23, 2021
See the highlights from EMERGE Financial Health, an immersive virtual event introducing you to the leaders shaping financial health’s future and sharing lessons from the pandemic and recent social unrest that define our roles in a better financial future for all.
Systems, industries, organizations, and leaders are all rising to the challenge and opportunity to make financial health the lens through which we emerge from the pandemic better than before. Financial health must be more than a program or a promise if we are to meet the moment we’re in. It must become a movement, and the movement needs leaders who are accountable to its outcomes.
This keynote address will also highlight opportunities for financial institutions to lead conversations, address disparities, develop solutions, and drive widespread impact for millions of people.
Learn how and why LendingClub made the strategic pivot to prioritize financial health in all of its products and services, how it transformed into a “financial health brand,” and how it’s tracking financial health impacts across its user base to measure success. Walk away with insights to transform your own organization’s financial health business strategy.
Joined by our inaugural recipient Dan Schulman, President and CEO, PayPal, Jennifer Tescher, President and CEO, Financial Health Network, and the 2021 honoree, Her Majesty Queen Máxima of the Netherlands, United Nations Secretary-General’s Special Advocate for Inclusive Finance for Development, the discussion will include opportunities to ask questions about the role of leadership in advancing the mission and vision of financial health on a global scale.
In this session, James Beamesderfer, Vice President, Veterans Initiatives at Prudential Financial talks with Thomas Kastner, Financial Wellness Vice President at Wounded Warrior Project about how this partnership supports the financial health and vitality of military families.
BlackRock’s commitment to financial well-being has sparked a series of cross-sector partnerships focused on making emergency savings more accessible for low-to-moderate income households. Join Claire Chamberlain, Managing Director of Social Impact at BlackRock, for a deep dive on BlackRock’s flagship philanthropic program and a closer look at their partner-centric approach to proving what is possible and advocating for what it’ll take to shift the entire system.
Learn how Fifth Third Bank approaches financial health partnerships and explore the great work they are doing with the National Urban League to support communities most impacted by the COVID-19 pandemic, through upskilling and re-skilling services.
Capital One’s Affordable Housing Initiative: Bolstering the Financial Health of Underserved Communities
Desiree Francis, Head of Community Finance, will use this spotlight to explain the connection between affordable housing and financial health and how Capital One’s Digital Access (CODA) program pilot intends to improve the financial health of residents living in affordable properties the bank has financed by providing high speed digital access, devices, and digital education to families across the country.
JPMorgan Chase & Co. has committed a groundbreaking $30 billion to providing economic opportunities for underserved communities, especially Black and Latinx communities, over the next five years. This spotlight provides context for how JPMorgan Chase & Co. approaches impact at the local level, how it has integrated financial health, as a key pillar to this work, and how it is holding itself accountable to help reduce the racial wealth gap.
Since 2005, Oportun has leveraged AI-powered models and billions of unique data points to extend more than 4 million loans and $10 billion in affordable credit. This inclusive approach has allowed nearly 1 million customers to establish their credit histories. Find out how this deep commitment to understanding customer financial needs led to a new solution for managing income volatility and covering unexpected expenses – the 2020 launch of the Oportun® Visa® credit card.
Join us for a conversation with D. Steve Boland, President of Retail and Christine Channels, Head of Community Banking and Client Protection as they discuss how they build and implement solutions like Bank of America Advantage SafeBalance™, Keep the Change®, and their Bank of America Secured Card offering, and how they are tracking and evaluating these products’ impact on customer Financial Health.
Join us to learn how these innovators responded to the challenge, found ways to scale their offerings to meet the pressing financial health needs of the moment, and forged pathways to drive impact post-pandemic. We’ll also introduce attendees to the Financial Solutions Lab Accelerator’s new cohort of fintech startups, as we explore innovations that are helping consumers to build financial resilience and long-term stability.
Attune helps organizations optimize for financial health quickly and easily through data measurement and analytics. In a special video spotlight, learn about our new powerful digital insights platform, developed by a world-class advisory council and backed by years of research from the Financial Health Network.
The Role of Leadership in Global FinHealth
Join us as we honor Her Majesty Queen Máxima of the Netherlands, UN Secretary-General’s Special Advocate for Inclusive Finance for Development, with our 2021 Financial Health Visionary Award, followed by a discussion on global leadership.
A Year of Change, a Future of Solutions
As the immediate health threats of the pandemic start to recede, it is time to focus on the financial health consequences of this past year and the role of financial services leaders. Join us and explore the questions that shape a financially healthy future for all, such as: What are the most lasting trends and shifts of the pandemic? Who is impacted, and in what new ways? And which commitments, partnerships, and solutions can help us turn the past year’s uncertainty and paralysis into promise and action?
- Learn which strategies work with data-driven insights from industry experts
- Explore trends shaping the future of financial health
- Discover new ways to meet the evolving needs of customers, teams, and communities
The Trends that Matter to Financial Services Organizations
Like all financial services leaders, you’re wondering: Where are policy, regulation, and innovation headed; how are they driving financial health forward; and what does it all mean for my financial services institution? Our experts will help you unpack these complex topics in an interactive, engaging format, paired with actionable recommendations.
The Promise of Partnership, Innovation, and Inspiration
Prepare to be awed as we spotlight a few of the most promising and successful financial health partnerships, commitments, and solutions of the year. Hear from industry leaders who are focused on advancing financial health for their customers, employees, and communities. Plus, enjoy our inspiring Visionary Award, where we honor a global changemaker whom you absolutely cannot not miss.