Tuesday, September 17
6:00 – 9:00 PM
Join us at Raised, the rooftop bar of the Renaissance Hotel Chicago overlooking the Chicago River, for a night of networking with your fellow Members.
Wednesday, September 18
9:00 – 9:15 AM
Welcome and Opening Remarks
9:15 – 9:30 AM
Jennifer Tescher, President and CEO, Financial Health Network
9:30 – 10:00 AM
Matt Wallaert, Author of Start at the End: How to Build Products that Create Change
10:00 – 10:30 AM
10:30 – 4:30 PM
These half-day workshops bring together experts for Member-led sessions exploring focused topics. In a highly interactive format, join fellow Members in small group learning experiences and walk away with real solutions to implement at your organization. Select the one Basecamp that best fits your interests and your organizational priorities. All basecamps include lunch.
Establishing Measurement Best Practices
From internal strategy development to deepening customer engagement, Members are finding significant value and ROI in their measurement efforts. In this half-day workshop, Members who are in our Financial Health Leaders program will join other engaged organizations to share what they’ve learned and how measurement is improving the financial health of their individual and small business customers, employees, and clients.
Michael Cyr, Vice President, Customer Strategy Manager, Regions Bank
Rich Fischer, Chief Product Officer & Actuary, SafetyNet
Adam Roseman, CEO and Co-Founder, Steady
Advancing Employee Financial Health
Workplace systems for financial health – from payroll to benefit design – have the potential for tremendous impact on employees’ financial lives. The opportunities for employers to improve the financial health of their employees are growing, and the impact of a financially-healthy workforce is increasingly clear. Join this half-day workshop to hear from Members who are implementing solutions for their employees alongside innovators who are building products and services to better serve employee financial needs.
Andy Bandyopadhyay, Head of Science, Even
Ellen Frank-Miller, Senior Scientist and Adjunct Professor, Social Policy Institute (SPI), Washington University in St. Louis
Amanda Swoverland, Chief Risk Officer, Sunrise Banks
Leveraging Credit For Good
Ten years post-Great Recession, we are starting to see the telltale signs of a potential market correction. After eight consecutive quarters of record-breaking Household Debt, it’s clear that rising consumer debt will continue to impact struggling consumers in a future downward economy. As a result, there are opportunities for lending organizations to develop innovative ways to extend responsible, productive credit solutions to help consumers navigate potential income gaps and manage debt. In this half-day workshop, explore what lenders need to be thinking about and planning for in order to partner with consumers for short- and long-term financial success.
Kristen Bataillon, Sr. Manager, Financial Services Research & Consulting, TransUnion
Rochelle Gorey, Co-Founder & CEO, SpringFour
Brendan LaCounte, Analytic Scientist, FICO
Mike Shepard, Senior Vice President – Retail Credit Products, U.S. Bank
Delivering Digital Customer Experiences
With chatbots, personalized advice and other AI applications leveraging consumer data more than ever organizations of all types have both the opportunity and responsibility to ensure their digital experiences work for the financial health of customers. This half-day workshop will explore the results – and potential pitfalls – of emerging customer engagement tools through real-world examples of successes and setbacks.
Heidi Johnson, Director, Behavioral Economics, Financial Health Network
Kush Khandelwal, Head of Product, Earn
Julie Moran, SVP, Member Services, Digital Federal Credit Union
Emory Nelms, Senior Researcher, Common Cents Labs
Jake Peters, Co-Founder & CEO, PayPerks
Thomas Smyth, Founder and CEO, Trim
Eric Taylor, Director of UX Research, Varo
Jenny Wang, Director of Product Management, Financial Wellness, Prudential
Brad Woodcox, Head of Partnerships and Business Development, EarnUp
Adam Zedler, Financial Solutions Product Manager, Brightside
5:00 – 6:00 PM
6:00 – 9:00 PM
Thursday, September 19
9:00 – 10:00 AM
Data Divide: Building a Federal Data Access Policy to Protect Consumers
Is it time for the federal government to step in and create a national regulatory framework around consumer data access? Gleaning insights and inspiration from state regulations and from other countries, join fellow Members for a workshop on what a broad U.S. regulatory framework could look like.
Jane Barratt, Chief Advocacy Officer, MX
Tom Carpenter, Senior Partner, Republic Consulting
Ryan Christiansen, SVP – Data Access, Finicity
Dan Murphy, Consumer Data Access Specialist, Financial Health Network
Exploring What Works: A FinHealth Success Story
This breakout session will feature a real-life industry case study with a detailed examination of its finhealth trajectory. Join fellow members to explore the strategies that have helped them move the needle on finhealth while driving positive business outcomes.
Rob Levy, Vice President, Financial Health Network
Rachel Van Noord, Director, Community Outreach, BECU
Liz Wagner, Director, Digital Strategy, BECU
Partnering in Place: Addressing Community Financial Health
Going far beyond financial literacy, how can companies meaningfully address financial health needs within their communities? Hear a case study from a fellow member on using the community voice to build social capital and financial health at the neighborhood level. Join this breakout session to engage with peers on different ways to reshape the well-intentioned but disjointed services and systems to promote financial health.
Ali Mathias, Director, MassMutual Community Investments
10:00 – 10:30 AM
10:30 – 10:40 AM
Jamila Souffrant, Founder and CEO, Journey to Launch
10:40 – 11:20 AM
Caitlin Zaloom, Author of Indebted: How Families Make College Work at Any Cost and Associate Professor, New York University
11:20 – 11:30 AM
11:30 – 12:00 PM
Small Group Meeting Lunch
12:00 – 3:30 PM
Financial Health Leaders Working Group Meeting
This meeting is for 2019 Financial Health Leaders ONLY and limited to 1 person per organization. If you are not a 2019 Leader, you will be asked to register for a different Small Group
Interested in joining this working group? Apply to the Financial Health Leaders Program >>
12:00 – 3:00 PM
Nonprofit-FinTech Exchange Interest Group Meeting
Join us to hear lessons learned from Chicago nonprofits launching pilots to integrate fintech products into their programs and connect with peers to discuss new partnership opportunities and share advice.
12:00 – 3:00 PM
Retirement Savings Interest Group
Join us to hear about the latest retirement-focused research, ongoing initiatives, and tested products from the Financial Health Network and Members.
12:00 – 1:30 PM
Short-Term Savings Interest Group
Join us to explore using behavioral economics tools and techniques to spur savings – both to share what has worked (and needs to scale) and what new research/pilots show as promising solutions.
12:00 – 2:30 PM
Small Business Working Group
Join us to hear from a diverse group of providers on strategies and innovations they are deploying to improve small business financial health and strategize how to use financial health measurement to identify customer challenges and develop product or partnership solutions.