Joined by our inaugural recipient Dan Schulman, President and CEO, PayPal, Jennifer Tescher, President and CEO, Financial Health Network, and the 2021 honoree, Her Majesty Queen Máxima of the Netherlands, United Nations Secretary-General’s Special Advocate for Inclusive Finance for Development, the discussion will include opportunities to ask questions about the role of leadership in advancing the mission and vision of financial health on a global scale.

JPMorgan Chase & Co. has committed a groundbreaking $30 billion to providing economic opportunities for underserved communities, especially Black and Latinx communities, over the next five years. This spotlight provides context for how JPMorgan Chase & Co. approaches impact at the local level, how it has integrated financial health, as a key pillar to this work, and how it is holding itself accountable to help reduce the racial wealth gap.

Join us for a conversation with D. Steve Boland, President of Retail and Christine Channels, Head of Community Banking and Client Protection as they discuss how they build and implement solutions like Bank of America Advantage SafeBalance™, Keep the Change®, and their Bank of America Secured Card offering, and how they are tracking and evaluating these products’ impact on customer Financial Health.

Join us to learn how these innovators responded to the challenge, found ways to scale their offerings to meet the pressing financial health needs of the moment, and forged pathways to drive impact post-pandemic. We’ll also introduce attendees to the Financial Solutions Lab Accelerator’s new cohort of fintech startups, as we explore innovations that are helping consumers to build financial resilience and long-term stability.

Since 2005, Oportun has leveraged AI-powered models and billions of unique data points to extend more than 4 million loans and $10 billion in affordable credit. This inclusive approach has allowed nearly 1 million customers to establish their credit histories. Find out how this deep commitment to understanding customer financial needs led to a new solution for managing income volatility and covering unexpected expenses – the 2020 launch of the Oportun® Visa® credit card.

Desiree Francis, Head of Community Finance, will use this spotlight to explain the connection between affordable housing and financial health and how Capital One’s Digital Access (CODA) program pilot intends to improve the financial health of residents living in affordable properties the bank has financed by providing high speed digital access, devices, and digital education to families across the country.

In this session, James Beamesderfer, Vice President, Veterans Initiatives at Prudential Financial talks with Thomas Kastner, Financial Wellness Vice President at Wounded Warrior Project about how this partnership supports the financial health and vitality of military families.

Learn how Fifth Third Bank approaches financial health partnerships and explore the great work they are doing with the National Urban League to support communities most impacted by the COVID-19 pandemic, through upskilling and re-skilling services.

In this session, experts and practitioners will share best practices and a potential roadmap for financial services companies to use customer data ethically to improve financial offerings for underserved groups.

In this session, a panel of experts will discuss how the cascading economic consequences of the pandemic are reversing years of progress in workplace equity, and may have long-term implications for women’s financial lives for years to come.