Member Summit Schedule

OCTOBER 7, 2020

10:00 AM – 10:10 AM CT

Welcome and Opening Remarks

Andrea Galvez, Senior Director, Financial Health Network

10:10 AM – 10:45 AM CT

Town Hall

Join Financial Health Network President and CEO Jennifer Tescher as she shares her vision for the future of financial health and answers Member questions in a lively Q&A where no topic is off-limits, including economic and racial financial health equity, employee financial health, healthcare challenges, and more. Be sure to submit any questions in advance during registration.

Creighton Blackwell, Chief Culture and Impact Officer, Coastal Credit Union
Jennifer Tescher
, President and Chief Executive Officer, Financial Health Network

10:45 AM – 11:30 AM CT

Member Impact Stories

Using data and real-life stories, three Members show how focusing on financial health can have a powerful impact on customers, employees, and communities.

Paying It Forward: Insights on Employee FinHealth at PayPal
PayPal made a bold move to measure and improve the financial wellness of its employees at the end of 2019. Tom Ezrin, PayPal Vice President of Global Rewards, and his team developed a unique metric, Net Disposable Income, to assess the financial wellness of its hourly and entry-level employees – and then instituted a number of substantive changes to improve it across its global locations. Join us as Tom shares the impact these changes have had on PayPal’s employees and its business, and how you can develop and implement a comprehensive strategy to advance employee financial health.

Tom Ezrin, Vice President, Global Rewards, PayPal

Partnering to Address Basic Needs During COVID-19
SpringFour’s Co-Founder and CEO Rochelle Nawrocki Gorey will share personal accounts from the 2 million+ referrals SpringFour has made in the midst of the pandemic, along with lessons learned on how organizations of all types can partner to create impact and help everyday people get back on track.

Rochelle Nawrocki Gorey, Co-Founder and Chief Executive Officer, SpringFour

An America Divided: Consumer Perceptions of Hardship & Emerging K-Shaped Recovery
As we enter the eighth month of COVID-19, the K-shaped economic recovery narrative is gaining traction. Many people are experiencing tremendous financial hardship, while others are thriving financially. Come hear Jill Herriott, VP Global Insights and Consumer Content, present findings from TransUnion’s Consumer Financial Hardship Study, including consumers’ outlook on their financial future and how your organization can help foster recovery.

Jill Herriott, Vice President, Global Head of Insights and Consumer Content, TransUnion

11:45 AM – 12:45 PM CT

Member Meetups

Who will you meet at Member Summit? Zoom over to connect with fellow Members – and maybe your next partner or collaborator – during this series of fast-paced virtual networking sessions. Participants are randomly assigned to a small group chat. Anyone can join!

Keep the conversation going with our Slack workspace.


1:00 PM – 2:30 PM CT

Workshop: JourneyX: How to Design and Deliver Financial Health Solutions

Join us as we put you in the shoes of an organization progressing along its financial health journey through the JourneyX virtual experience. Members are assigned a company and a role on that company’s “Financial Health Committee.” Using customers’ FinHealth Scores®,  your job is to analyze the results, use the insights to design new financial health solutions, and present your recommendations to your board. You’ll walk away:

  • Understanding how to use tools to diagnose financial health
  • Experienced in practicing building products, programs, or policies to improve financial health
  • With a clear pitch to present your own financial health solutions internally

This is the perfect workshop to participate in with a cohort of your colleagues. If you plan to do this, please let us know so we can accommodate you as a group using your organization’s actual consumer finhealth data (if available).

Who should attend:  VP of product, product owners, product designers, analytics/data teams, marketing teams, strategy owners.

Natasha Anand,Vice President of Social Impact, OppLoans
Lori Kiely
, Senior Vice President, Director, Berkshire Bank Foundation
Kyle Lutkewitte, Senior Manager, Social Impact, OppLoans
ModeratorAshley Hannon, Manager, Financial Health Network

OCTOBER 8, 2020

10:30 AM – 12:00 PM CT

Small Group Meeting: Retirement

Hear from fellow retirement providers as they share how they and the overall industry are evolving to support the financial health of their plan participants. We’ll discuss the impact of the COVID-19 pandemic, which has greatly enhanced awareness and interest in financial health solutions from employer plan sponsors, as well as key challenges and opportunities among providers to integrate financial health into their business models.

Kara Ardis, Managing Director, Business Strategy, Charles Schwab
Matt Bahl, Vice President, Financial Health Network
Suzanne Schmitt, Vice President, Financial Wellness, Prudential
Zhivago Velasco, Vice President, Head of Strategic Product Innovation, MassMutual
Moderator: Karen Graham
, Director, Financial Health Network

Small Group Meeting:
 Small Business

Join other small business providers for an interactive session on addressing the short-term and long-term challenges these businesses are now facing. Hear from Financial Health Network Members as they discuss how their customers are faring and how they are supporting small businesses during these unprecedented times.

Sarah Gustafson, Data Scientist, Gusto
Daniel Sternberg, Head of Data Science, Gusto
Moderator: Laura Cummings, Director, Financial Health Network


1:00 PM – 2:30 PM CT

Small Group Meeting: Credit Innovations

With millions struggling financially in the wake of the global pandemic, the need for credit innovations has never been greater. Kickstart your efforts with a timed lightning round featuring multiple Members – and potential partners – sharing innovative ideas for connecting credit and financial health.

Patrick Davis, Vice President, Program Strategy and Development, CRF USA
Leigh Gross, Head of Business Development, Summer
Anna KhayetHead of Customer Engagement, Enova International
Michael Micheletti, Director of Communications, Freedom Financial Network
Ben Morales, Chief Executive Officer, QCash Financial
Ariel Morgan, Product Operations Manager, Scratch
Katie Neal, Policy and Advocacy, Plaid
Laurie Schaller, Manager Financial Empowerment, National Disability Institute
Will Sealy, Chief Executive Officer, Summer
Moderator: Lindsay Ferguson, Manager, Financial Health Network

Small Group Meeting:
 Short-Term Savings

The Short-Term Savings Interest Group brings together thought leaders, providers, and practitioners to share solutions that leverage behavioral economic tools and techniques to spur savings. Join us to discuss key challenges, and present promising efforts and in-market solutions, within a peer learning environment designed to push the marketplace toward improving financial health through savings.

The Short-Term Savings Interest Group is supported by BlackRock.

Heather Meaker, Director of Innovation, Virginia Credit Union
Pete Ostberg, Chief Operating Officer, FinFit
Moderator: Amelia Josephson, Manager, Financial Health Network

OCTOBER 14, 2020

10:30 AM – 12:00 PM CT

Workshop: Financial Health For All: Working Toward Equitable Outcomes

To create financial health for all, we first need to acknowledge that financial health outcomes are not the same for everyone. Join us as we explore ways for Members to take steps toward financial health equity, including:

  • Identifying gaps in outcomes through disaggregated data and measurement across race, gender, age, and other demographics
  • Working to better understand why inequities exist
  • Partnering with fellow Members and other organizations to seek innovative, market-based solutions that embrace equity and inclusion

Who should attend: Anyone who owns or influences financial health products, tools, or resources: Marketing teams, Product design teams, Policy teams, Analytics teams.

Beth Brockland, Senior Director, Financial Health Network
Tanya Ladha, Senior Director, Financial Health Network
Farah Manjiyani, Manager, Financial Health Network


1:00 PM – 2:30 PM CT

Workshop: What Works: Coaching for the Financially Coping and Vulnerable During COVID-19

Even prior to the pandemic, more than 70% of people in the U.S. were struggling with their financial health. Financial institutions, employers, and nonprofits have an opportunity to help in safe and supportive ways, using innovative financial coaching models. Join this workshop to:

  • Better understand the financial lives of the Financially Coping and Vulnerable
  • Learn from fellow Members that are instituting contactless coaching models
  • Explore both partnerships and in-house coaching models

Who should attend: Retail/Deposit business owners, Front-line staff, Digital product teams, Marketing teams, HR executives, SVPs in charge of financial inclusion/wellness.

Liz Davidson, Chief Executive Officer, Financial Finesse
Claudia Holt, Financial Capability Manager, Prepare + Prosper
Bridget Tate, Director of National Programs, Change Machine
Greg Ward
, CFP®, Director of the Financial Wellness Think Tank, Financial Finesse
Moderator: Laura Cummings, Director, Financial Health Network

OCTOBER 15, 2020

10:30 AM – 12:00 PM CT

Small Group Meeting: Financial Health Leaders

(Financial Health Leaders Only)

Our Financial Health Leaders will convene to discuss financial health measurement strategies, best practices, and challenges. This meeting will provide an opportunity  for Leaders to share how they have adjusted their own financial health initiatives in light of COVID-19, while also highlighting changes in measurement trends.

The working group will also include additional networking time and space for Leaders to connect with each other, follow up on specific questions from the earlier working group, and learn more about each others’ measurement work. We encourage Leaders to join the group during this optional networking time after the working group.

MetLife Foundation is a founding sponsor of the Financial Health Network’s measurement work.

Interested in joining this working group? Apply to the Financial Health Leaders Program.

Monica Munoz Andry, Financial Health Program Manager, University Federal Credit Union
Leo Rayfiel, Manager of Data and Analytics, Neighborhood Trust Financial Partners
Moderator: Andrew Dunn, Manager, Financial Health Network

Small Group Meeting:
 Orienting Around Financial Health

Take part in our Orienting Around Financial Health group to discuss how to pivot your measurement strategy in the wake of changing organizational priorities. This meeting will also tackle how to take your existing measurement strategy to the next level.

Rodney Drake, Vice President, Product and Client Strategy, VALID Systems
Lauryn Nwankpa, Head of Social Impact, Dave
Moderator: Ashley Hannon, Manager, Financial Health Network

Small Group Meeting:

Join insurance providers and other Member companies focused on customer resilience as they discuss the impact of COVID-19 on the industry, the needs of consumers, and how insurers can integrate financial health into all areas of their businesses. You’ll walk away more connected with like-minded peers, equipped with resources to push your financial health efforts forward, and informed about ways to engage with the Insurance Small Group in the coming year.

Kym Ortiz, Vice President Business Development, Franklin Madison
Moderator: Sarah Parker, Senior Director, Financial Health Network


1:00 PM – 2:30 PM CT

Small Group Meeting: Policy

Banks, fintechs, and other organizations have expressed their commitment and intent to end racial bias and inequity in financial services. We’ve also seen policymakers make similar commitments to ensure public policy works to resolve these underlying issues. As these efforts gain momentum, some policymakers are working directly with industry leaders to coordinate solutions. Come hear from Members from across the financial services marketplace as they discuss how industry and policymakers can better work together to address racial disparities.

Sarah Bainton Kahn, Vice President, Corporate Responsibility, JPMorgan Chase & Co.
Andrew Moss, Director of Minority Outreach, OCC
Harris Qureshi, Senior Manager, Policy and Consumer Education, Credit Karma
Adam Roseman, Chief Executive Officer and Founder, Steady
ModeratorDevina Khanna, Manager, Financial Health Network

Small Group Meeting:
 Nonprofit-Fintech Exchange

Hear from the Financial Solutions Lab’s 2020 Exchange Grantees– a cohort of nonprofits and fintechs who have formed innovative partnerships to better serve workers and students.  These selected partnerships will share how they plan to leverage the unique strengths of nonprofits and fintechs to improve worker and student financial health. You’ll also have the chance to:

  •  Ask questions and gain insights directly from our grantees
  •  Check in with fellow attendees about how they’re adapting during COVID-19

Amelia Josephson, Manager, Financial Health Network


Small Group Meeting: Workplace

Wages and other forms of compensation – like equity and incentive pay – are key components of an employee’s overall financial health and an important part of an employer’s workplace financial health program. Please join the Workplace Interest Group for a panel discussion on the role that compensation can play in a company’s employee financial health strategy and its impact on employee financial well-being. Following the panel, we will break into small groups for in-depth conversations with the panelists.

Matt Bahl, Vice President, Financial Health Network
Sarah Kalloch, Executive Director, Good Jobs Institute
Tyler Spalding, Director, Corporate Affairs, PayPal
Moderator: Trey Waters, Manager, Financial Health Network

OCTOBER 20-21, 2020

EMERGE Insights

See Full Schedule

OCTOBER 22, 2020

10:30 AM – 12:00 PM CT

Member-Exclusive Workshop: How to Become a Financial Health Business

People who believe their financial institution cares about their financial health are more likely to have longer, valuable customer relationships. The takeaway? Financial institutions have the opportunity to drive growth for their business while better supporting their customers. In this introduction to the Financial Health Network’s new FinHealth MAP framework – an expansion on the Financial Health Journey –  Members will work together to identify functional areas and actions to take the next step in becoming a financial health business. Be sure to sign up for this workshop when you register for Member Summit.

Who should attend: VP of strategy, VP of product design, HR executives, Marketing teams.

Louis Caditz-Peck, Director of Public Policy, LendingClub
Vivian Caporale, Director, Member Experience Strategy, Coast Capital Savings
Christy Curtis, Manager, Strategic Initiatives, , Member Experience,Coast Capital Savings
Alejandra Ruales, Senior Manager, Financial Health Network
Marisa Walster, Senior Director, Financial Health Network