September 17-19 | Chicago, IL | Renaissance Chicago Downtown

Member Summit 2019 Agenda

Tuesday, September 17

6:00 – 9:00 PM

Member Reception

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

Keynote Address

Jennifer Tescher,  President and CEO, Financial Health Network

9:30 – 10:00 AM

Keynote Address

Matt Wallaert, Author of Start at the End: How to Build Products that Create Change

10:00 – 10:30 AM

Networking Break

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

Networking Reception


6:00 – 9:00 PM

Dine-Around Dinners

Thursday, September 19

9:00 – 10:00 AM

Breakout Sessions



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

Networking Break

10:30 – 10:40 AM

Big Idea

Jamila Souffrant, Founder and CEO, Journey to Launch

10:40 – 11:20 AM

Keynote Address

Caitlin Zaloom, Author of Indebted: How Families Make College Work at Any Cost and Associate Professor, New York University

11:20 – 11:30 AM

Closing Remarks

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.