About
About
About Us
Impact
Our People
Careers
Funders and Supporters
Contact Us
Newsroom
Featured
What is Financial Health?
Financial health is assessed by how people spend, borrow, save, and plan. Learn More.
Our Impact
For 20 years, our work has unleashed financial health solutions for millions of Americans. See how.
Explore
Blog
Events
Video
Podcast
Research
Research and Insights
Featured
Financial Health Pulse
®
Research
Discover how the financial health of people in the U.S. is changing over time.
FinHealth Spend Research
A deep dive into the costs of financial services to U.S. households.
Explore All Research
Gain insights that can help you improve financial health for your employees and customers.
Trending Topics
Behavioral Insights
Credit
Earned Wage Access
Equity
Insurance
Market Analysis
Measurement
—
Payments
Policy
Product Solutions
Retirement
Savings
Small Business
See all Topics…
Industries
Financial Services
Fintech
Healthcare
Workplace
Programs and Resources
Programs
BlackRock’s ESI
Business Impact Initiative
EMERGE
Financial Health Frontiers
Financial Health Pulse
Financial Solutions Lab
FinHealth Spend
Worker Financial Wellness
Resources
FinHealth MAP
Employer FinHealth Toolkit
FinHealth Score
Explore
Blog
Events
Videos
Podcast
Research
Ways To Engage
Ways to Engage 1
Become a Member
Make connections and gain access to exclusive resources.
Explore Innovation
Find new ways to improve financial health for all.
Consulting Services
Our finhealth experts will develop strategies tailored to your needs.
Ways to Engage 2
Support Research
Sponsor upcoming research or request custom data.
Measure FinHealth
Our holistic framework assesses overall financial health.
Donate
Your support and partnership is critical to our mission.
Ways to Engage 3
Attend EMERGE
Reflect, Rethink, and Rewire with us June 5-7 in Chicago.
Work With Us
Looking to improve finhealth for your customers, employees, or communities?
Login
Sign Up
Member Summit 2020 Speakers – Financial Health Network
Member Summit 2020
Schedule
Videos
Speakers
Member Summit Speakers
Kara Ardis
Managing Director, Business Strategy
Charles Schwab
Sarah Bainton Kahn
Vice President, Corporate Responsibility
JPMorgan Chase & Co.
Matt Bahl
Vice President, Workplace Market Lead
Financial Health Network
Creighton Blackwell
Senior Vice President, Chief Culture and Impact Officer
Coastal Federal Credit Union
Beth Brockland
Vice President, Client Success
Financial Health Network
Louis Caditz-Peck
Director of Public Policy
LendingClub
Vivian Caporale
Director, Member Experience Strategy
Coast Capital Savings
Laura Cummings
Director
Christy Curtis
Manager, Strategic Initiatives, Member Experience
Coast Capital Savings
Liz Davidson
Chief Executive Officer
Financial Finesse
Rodney Drake
Vice President, Product and Client Strategy
VALID Systems
Andrew Dunn
Senior Manager, Data
Financial Health Network
Tom Ezrin
Vice President, Global Rewards
PayPal
Andrea Galvez
Vice President, Client Success
Rochelle Nawrocki Gorey
Founder and Chief Executive Officer
SpringFour
Karen Graham
Director
Financial Health Network
Sarah Gustafson
Data Scientist
Gusto
Ashley Hannon
Director, Membership Operations
Financial Health Network
Jill Herriott
Vice President, Global Head of Insights and Consumer Content
TransUnion
Claudia Holt
Financial Capability Manager
Prepare + Prosper
Amelia Josephson
Senior Manager, Innovation
Sarah Kalloch
Executive Director
Good Jobs Institute
Devina Khanna
Manager
Tanya Ladha
Senior Director, Workplace and Financial Health Equity
Financial Health Network
Farah Manjiyani
Manager, Product
Heather Meaker
Director of Innovation
Virginia Credit Union
Ben Morales
Chief Executive Officer
QCash Financial
Andrew Moss
Director of Minority Outreach
OCC
Lauryn Nwankpa
Head of Social Impact
Dave
Kym Kowalski-Ortiz
Vice President, Sales & Business Development
Franklin Madison
Pete Ostberg
Chief Operating Officer
FinFit
Sarah Parker
Senior Director
Harris Qureshi
Senior Manager, Policy and Consumer Education
Credit Karma
Adam Roseman
Chief Executive Officer and Founder
Steady
Alejandra Ruales
Director, Workplace Solutions
Suzanne Schmitt
Vice President, Financial Wellness
Prudential
Tyler Spalding
Director, Corporate Affairs
PayPal
Daniel Sternberg
Head of Data Science
Gusto
Bridget Tate
Director of National Programs
Change Machine
Jennifer Tescher
President and Chief Executive Officer
Financial Health Network
Zhivago Velasco
Vice President, Head of Strategic Product Innovation
MassMutual
Marisa Walster
Vice President, Financial Services Solutions
Financial Health Network
Trey Waters
Senior Manager, Financial Services Solutions
Financial Health Network
Greg Ward
CFP®, Director of the Financial Wellness Think Tank
Financial Finesse
