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, Workplace Solutions
Financial Health Network

Louis Caditz-Peck

Director of Public Policy

Vivian Caporale

Director, Member Experience Strategy
Coast Capital Savings

Laura Cummings


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

Andrea Galvez

Vice President, Client Success
Financial Health Network

Rochelle Nawrocki Gorey

Co-Founder and Chief Executive Officer

Karen Graham

Financial Health Network

Sarah Gustafson

Data Scientist

Ashley Hannon

Director, Membership Operations
Financial Health Network

Jill Herriott

Vice President, Global Head of Insights and Consumer Content

Claudia Holt

Financial Capability Manager
Prepare + Prosper

Amelia Josephson

Senior Manager, Innovation
Financial Health Network

Sarah Kalloch

Executive Director
Good Jobs Institute

Devina Khanna


Tanya Ladha

Senior Director, Workplace Solutions
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

Lauryn Nwankpa

Head of Social Impact

Kym Ortiz

Vice President Business Development
Franklin Madison

Pete Ostberg

Chief Operating Officer

Sarah Parker

Senior Director

Harris Qureshi

Senior Manager, Policy and Consumer Education
Credit Karma

Adam Roseman

Chief Executive Officer and Founder

Alejandra Ruales

Director, Workplace Solutions
Financial Health Network

Suzanne Schmitt

Vice President, Financial Wellness

Tyler Spalding

Director, Corporate Affairs

Daniel Sternberg

Head of Data Science

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

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