EMERGE Forum 2019 Highlights
Highlights from EMERGE: Financial Health Forum 2019.
The Trailer
We live in a world that is both more interconnected and more siloed than ever before. Meet the silo busters – the leaders who are unleashing creative new ways of doing business by seeing their customers, employees and communities in 3D. Be part of the conversation as Financial Health Network founder and CEO Jennifer Tescher engages with visionaries to uncover how they are creating connections, listening for nuance, and using newfound insights to build businesses, products and programs that create real value for all their stakeholders.
Webinar: Health-Wealth Connections: The Impact of Medical Shocks and Family Caregiving on Older Adults
Now more than ever, older adults are at greater risk of medical emergencies. Yet many are also caretakers for family members – making them even more susceptible to medical financial shocks.
Webinar: Retirement Realities: Innovating to Support Aging Americans on Fixed Incomes
For older adults living on fixed incomes, constant budgeting often isn’t enough to afford basic essentials – forcing them to make tradeoffs that are even more acute in the wake of COVID-19.
Everything Is Connected: Seeing Financial Health in 3D
Explore the opportunities for cross-sector pasrtnerships as Financial Health Network President and CEO Jennifer Tescher makes the case for 3D vision, breaking down silos, and building an integrated financial health system for all.
The Future of Financial Health: The Role of Fintech
In this session, we consider the trajectory of fintech, its capabilities and limitations, and its role in the future of financial health.
The Future of Financial Health: The Role of Banking
This panel discussion takes a candid look at the role of the financial services industry in supporting the financial health of its customers, both during the pandemic and into the future.
The Future of Financial Health: The Role of Regulation
In this conversation with FDIC Chairman Jelena McWilliams and Acting Comptroller of the Currency Brian Brooks we re-examine the role of regulation and explore what changes are needed to ensure Americans’ financial health is sufficiently supported by public policy.
The New Normal: Where Old Philosophies Go to Die
The “new normal” emerging from the chaos of the COVID-19 crisis has the potential to change billions of lives for the better, but it will take some radical new thinking and killing off more than a few sacred cows.
The Realities of Facing a Midlife Financial Crisis
Hear journalist Ray Suarez’s personal story and reflections on the realities for others facing similar challenges.
Innovating at the Intersection of Health and Financial Health
In this session, leaders in this movement share insights on the most impactful new technologies and approaches at the intersection of health and financial health.
Exploring the Role of Insurance in Financial Resilience
In this session, we explore the role of insurance in financial resilience and new innovations that increase access to affordable coverage.
Financial Wellness After COVID-19: Lessons from Newark and Beyond
Prudential’s Lata Reddy shares how the company’s work to foster financial wellness in its home city of Newark, New Jersey, and nationwide can be a blueprint for a new level of resilience.
Restoring Humanity to Healthcare
In this presentation, Iora Health cofounder and CEO Dr. Rushika Fernandopulle shares how new healthcare delivery models can better serve the health, and financial health, of patients.
Reflections on Emergency Savings: Before, During, and After a Crisis
In this session, we reflect on the immediate and long-term impact of the COVID-19 pandemic on Americans’ financial health and discuss potential solutions.
Fighting to Protect Older Americans’ Economic Security
Here we discuss with AARP Foundation’s Lisa Marsh Ryerson and JPMorgan Chase’s Alice Rodríguez the unique financial health challenges faced by older Americans and announce the release of a 6-part video series: Financial Lives After 50: Rethinking the Golden Years from the Financial Health Network and AARP Foundation in collaboration with JPMorgan Chase.
After the Pandemic: How COVID-19 Will Impact Health System Policies and Partnerships
How will COVID-19, both a public health and a financial health crisis, shape health system policies and partnerships in the future? Join Dr. Choucair for a candid conversation about how to transform healthcare and ensure health equity for all.
Employer Perspective: Addressing Health and Wealth in the Workplace
In this session, we talk with employers that recognize the connection between stress over money matters and poor physical and psychological health, explore how they are proactively addressing the link between health and financial health, and reveal the solutions that are most impactful.
Understanding the Disproportionate Impact of COVID-19 on Underserved Communities
Our panel of senior healthcare leaders explore the latest data on economic disenfranchisement and unequal access to quality healthcare and how healthcare enterprises can, and are, working to address them.
Leveraging Fintech Data to Uplift Vulnerable Communities
Hear Co-Founder of Esusu Abbey Wemimo’s firsthand observations on systemic racism and how fintech solutions can empower vulnerable communities.
Pandemic Economics and the Path to Recovery
In this session, we take a closer look at how community-based institutions are working to provide support in new ways, and how this shapes the outlook for recovery from the COVID-19 pandemic.
After the Cameras are Gone: Overcoming Financial Fragility Uncovered by Disasters
This presentation shares strategies and solutions for creating a positive long-term trajectory for economically fragile people, families, and communities.
Fintech and Nonprofits: Partnering to Aid Vulnerable Communities
In this session, learn how for-profit startups and nonprofit innovators are partnering to provide vulnerable communities with greater access to digital tools and new approaches that support financial health.
Affordable Housing: Changing the World, One Room at a Time
In this session, PadSplit founder Atticus LeBlanc frames the complex challenge of affordable housing; explains how the pandemic has exacerbated an already dire situation for workers in sectors like public service, healthcare, retail, and hospitality; and shares his mission to provide affordable housing, one room at a time.
Equity, Access, and Closing the Aid Gap
How can we close the aid gap? Hear from our diverse panel of experts who are working to solve how to provide aid to those who need it most.
The Role of Inclusive, Affordable Financial Services in Stabilizing Vulnerable Communities
In this session, we explore the role of an inclusive and tech-powered yet high-touch approach to financial services to stabilize vulnerable communities with Raul Vazquez, CEO of Oportun.
Fintech’s Role in Ensuring an Inclusive Economy
JPMorgan Chase, Prudential Financial, and the Financial Solutions Lab explore the role of fintech in solving emerging challenges and also unveil some exciting news about the Financial Solutions Lab.
Doing Well By Doing Good for Both Customers and Employees
PayPal’s Louise Pentland shares how, by taking care of its employees, PayPal also serves the interests of its other stakeholders.
Serving Small Businesses Through the Current Crisis and Beyond
How can banks, nonprofits, and fintechs best serve this crucial sector of our economy through the current crisis and beyond?
Rethinking How Banks Serve Customers and Protect Livelihoods on Main Street
Here Omer Ismail, Head of Marcus by Goldman Sachs, share insights on what banking looks like when customers come first, and how his own experiences as an immigrant shaped his perspective.
The Workplace of the Future: Building on Lessons from the Pandemic
Our expert panel shares insights on the current impact to the workforce and how the pandemic could forever transform the way we work.
Investing in Our Workforce Through a Culture of Care
In this conversation with Synchrony CEO Margaret Keane, we explore how organizations benefit by investing in a holistic approach to support their workers’ careers, health, money, and lives.
Day 5: Looking Ahead: An Integrated Financial Health System for All
As we emerge from COVID-19, explore trends, tools, and opportunities for leaders to address complex financial challenges, create stronger safety nets, and improve financial health for all.
Day 4: Rebuilding Resilience
With a focus on emergency savings, retirement, and insurance, we’ll explore the solutions that employers, policymakers, and other institutions are developing to help consumers recover and rebuild.
Financial Lives Episode 6: Good Advice Never Gets Old
What would older adults tell their younger selves if they could go back in time and do things to make managing their finances easier later on? This episode features touching, endearing, and sage advice from older adults across the U.S.
Financial Lives Episode 5: When Retirement Won’t Work
Once upon a time, retirement meant a paid-off house, a solid financial cushion, and time to relax. This episode explores how older adults approaching retirement today often find themselves unprepared financially and worried about what their future will actually look like. As for those who have already retired, the reality is often starkly different from the retirement they once imagined.
Financial Lives Episode 4: A Shock to the System
Financial emergencies following a health scare are becoming increasingly common. Unexpected hospital stays or a sudden illness or injury can wipe out savings, leaving many people unable to afford day-to-day expenses. In some cases, medical issues can force people into early retirement, cutting off potential earnings for years to come. This episode provides a glimpse into life after medical shocks and the difficulties older adults face as they try to bounce back financially.
Financial Lives Episode 3: The Caregiver Conundrum
Chronic healthcare issues are not only challenging for the people diagnosed, but for the loved ones taking care of them. These emotional and financial challenges grow exponentially when medical coverage and healthcare-related debt enter the picture. This episode takes you inside the lives of three families experiencing the challenges of caregiving and attempting to navigate countless financial roadblocks as they plan for an uncertain future.
Financial Lives Episode 1: When Fixed Incomes Fall Short
Pay for your medication or buy dinner? Many older adults living on fixed incomes have to make daily trade-offs like these, even if they’re able to supplement their steady paychecks or Social Security checks. This episode provides a glimpse into life on a fixed income, where constant budgeting doesn’t guarantee you can afford basics like groceries. Explore the realities of life for those who have officially retired and others who are still working and struggling to afford life in their later years.
Financial Lives Episode 2: All in the Family
Sharing a home with grandchildren, parents, or children is a familiar story these days, as more people over 50 find themselves living in multigenerational households. From helping with rent to pitching in with childcare, the benefits can be immeasurable – but having multiple generations under one roof isn’t always easy. This episode takes a step inside the joys and challenges that come with this dynamic living situation.
Day 3: Linking Health and Financial Health
Explore the link between health and financial wellness and the potential for solutions that bring leaders across medical and financial industries together in support of broad community health.
Day 2: Stabilizing Communities
Hear from industry leaders and stakeholders on how we can collectively continue to respond to the needs of underserved communities in times of crisis while building long-term solutions that lead to better lives.
Day 1: Redefining Livelihoods
In the aftermath of COVID-19, how can we move toward finhealth solutions that protect and empower workers and help small businesses to survive and thrive?
Financial Lives After 50: Rethinking the Golden Years
Discover key insights about the financial challenges and choices facing low- to moderate-income people ages 50 and over.
Webinar: Fintech for the 50+: How to Design for Low- to Moderate-Income Older Adults
Learn about adoption barriers and design recommendations for fintech users ages 50 and over, with insights from AARP Foundation and the Champlain Housing Trust.
EMERGE Financial Health 2019
See the event highlights which brought innovators together over three days to explore Trust, Tech, and Transparency. We discussed what it takes to earn – and keep – the trust of customers, employees, and communities in a data-driven age.
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