Creating Community: Role-Based Breakout Sessions
Engage in these functionally-focused breakout sessions with fellow leaders in your field to tackle common finhealth challenges, share strategic insights, and forge fresh connections that drive real-world change.
From the Bank to the Business: Building Stronger Connections
A candid conversation on what drives small business financial health, how banks strive to support those needs, and how those efforts impact entrepreneurs.
Member-Exclusive Lunch: Your EMERGE Experience Starts Here
Kick off EMERGE with fellow Members at this welcome lunch designed to spark connections, share insights, and set the tone for a meaningful experience throughout the event.
Pre-Conference Session | FinX Workshop: Spend the Day in Your Customer’s Shoes
This unique half-day experience takes you into the local community to navigate the financial challenges many people face daily, giving you deeper empathy and insight to build effective financial health solutions.
Pre-Conference Session | Explore and Restore: Nature Walk and Habitat Restoration
Join us for a morning of community service and nature exploration in partnership with local nonprofit Ocean Connectors.
New Frontiers in Financial Inclusion
Opportunities revealed in the FDIC’s latest survey could spark fresh ways for banks to reach “last-mile customers”.
Supporting How Customers Manage Spending
Join this interactive discussion on the newly released FinHealth Standards and evaluate how your own institution stacks up.
Innovator Showcase: The Power of Partnerships
Experience live demos of fintech and AI-powered solutions tailored for financial institutions, then vote for the most promising innovation.
Building Financial Security at Work: Balancing Employee Needs and Business Realities
Led by workplace experts, explore real-world strategies for creating emergency savings and wealth-building initiatives that work for both employees and employers.
Rethinking Financial Services for People with Disabilities
Learn about emerging products and services, avoidable pitfalls, and specific strategies to truly center the needs of people with disabilities.
The Power of the Worker Voice
An intimate fireside chat delves into the business benefits from amplifying and empowering the employee voice, plus how to do so at your workplace.
Why Every Team Needs a Financial Health Pro (Including Yours)
This month, we're celebrating Financial Capability Month by highlighting how dedicated financial health roles – and a clear framework like the FinHealth Maturity Assessment Program (MAP) – help organizations build stronger infrastructure, deliver real impact, and create lasting financial health for both employees and customers.
Bridging the Generational Gap: People-Centric Solutions for Financial Health
Hear from experts about the transformative power of people-centric solutions that support financial health across generations.
Overdraft, NSF Fees Bigger Burden Than Previously Estimated
In 2024, consumers spent $12.1 billion on overdraft and NSF fees – approximately 48% more than previously thought.
Community Perspectives: Aging as a Force for Community Transformation
A social enterprise innovator, former Louisiana state legislator, and proud Black elder advocate shares compelling lessons on the importance of elder representation for community transformation.
Opportunity Knocks: A Family’s Journey to Financial Health
Through medical hardships, job losses, and financial setbacks, Charles and Tiffany White persevered – working alongside the coaches on PBS’ “Opportunity Knocks” to overcome financial challenges. Find inspiration in their powerful story of resilience.
Patelco’s Erin Mendez: How Shifting Company Culture Drives Financial Health
How does a credit union's culture help to shape financial health for its members? Erin Mendez, President and CEO of Patelco Credit Union gives a firsthand look at how she's building a financial health-focused organization one team member at a time.
Increasing Banking Access Through Mobile Branches
With nearly 25 million unbanked or underbanked U.S. households, PNC makes access to banking services more convenient with its innovative mobile banking program.
Measuring What Matters: Banks and Consumer Financial Health
The Treasury and OCC are encouraging banks to monitor and improve financial health. Now we need standards to ensure banks use this data effectively.
How Can We Get Financial Relief To Families When It Counts?
Organizations discuss how they’re working to transform support systems and make a real difference for people in crisis.
Guardian: Empowering Retirees’ Financial Confidence With Insurance Benefits
Amidst a “silver tsunami,” many retirees face a gap in their insurance. Learn how Guardian is empowering retirees to take charge of their financial well-being.
From Information to Impact: How Education Can Help Advance Financial Health
A conversation with EVERFI from Blackbaud and VyStar Credit Union reveals the importance of measuring consumer financial health and personalized financial education.
Bridging the Gap: Innovative Solutions for Financial Relief
Join us to discover how these solutions are transforming support systems and making a real difference for individuals and families in critical situations.
EMERGE Financial Health 2025
EMERGE Financial Health is the can’t-miss event of the year for stories and solutions from across our movement.
Empowering Financial Health: The Role of Financial Education
During this webinar experts will discuss the financial challenges facing consumers today and how to craft financial education programs that can support long-term financial stability.
Charting the Course for the Future of Consumer and Worker Financial Health
As we mark 20 years of the financial health movement, it is energizing to consider the immense advancements we’ve made in partnership with so many of you. In that time, more than 170 organizations have answered our call to measure the financial health of their customers, employees, and communities.
Keynote Address: Building the Future
Hear from Financial Health Network President and CEO Jennifer Tescher as she celebrates 20 years of financial health and lays out the hard work ahead.
Innovations in Workplace Benefits
Invite-Only Join us for an illuminating discussion on the state of workplace benefits today, emerging opportunities for policy solutions, and future innovations that could drive worker financial health and wealth creation.
Bank of America: Playing the Long Game
Discover how Bank of America’s decade-long commitment to Responsible Growth has yielded promising results for the business and consumer financial health.
Financial Health Visionary Award: A Fireside Conversation with Our New Honoree
See the highlights from our fireside conversation with our new Financial Health Visionary Award honoree Brian Moynihan, Chair of the Board and Chief Executive Officer at Bank of America. Learn about his commitment to financial health, the critical issues that will impact our progress, and how they’re already making a mark on our community’s next chapter.
The Next Generation of Financial Health
From FinTok to loud budgeting, younger generations are approaching their finances in new ways. Learn about their unique financial habits and how financial institutions can best support them as they work toward financial independence.
Expanding Banking Access: A Look at PNC’s Innovative Mobile Branches
PNC Bank’s mobile branches are a standout innovation, extending crucial financial services and literacy to underserved communities. This panel discussion will highlight how these “branches on wheels” have positively impacted cities across the country and explore the strategies that make these units a critical tool in community development.
Can Fintech Support Financial Health for Older Adults?
Can fintech improve the financial health of low-to-moderate income older adults, who aren’t the typical target for this type of innovation? This engaging debate will explore how fintech might cater to older adults and share new tools to help innovators, investors, and nonprofits better serve this segment.
The Power of Partnerships: Member-Exclusive Networking Lunch
Join fellow Financial Health Network Members for a discussion on the power of partnerships in advancing financial health. Hear success stories from Members, learn how to elevate your financial health impact, and cultivate new partnerships for your own organization.
Supporting the Financial Health of Small Businesses
Small businesses play a critical role in driving job creation, innovation, and economic growth in the U.S. Join us to explore how we can best collaborate across sectors to strengthen the financial health of small business owners and employees.
“The Barber of Little Rock” and One Man’s Quest to Close the Racial Wealth Gap
Join Arlo Washington for a screening of ‘The Barber of Little Rock,’ an Oscar-nominated documentary short detailing his journey from Little Rock, Arkansas, barber to founder of a visionary bank called People Trust, then listen in on a fireside chat with Arlo about closing the racial wealth gap.
Keynote Address: Financial Health Vital Signs
Hear about the Office of the Comptroller of the Currency’s work to support consumer financial health. Acting Comptroller Michael J. Hsu will discuss the OCC’s Financial Health: Vital Signs initiative, and why banks should pay attention to the financial health of their customers.
Innovator Showcase: Building Inclusive Solutions
Join us for a series of rapid-fire fintech presentations expanding equity and inclusion within the financial services ecosystem, followed by insightful commentary from a distinguished panel.
Telling a New Story About Wealth Disparities and Wealth Transfer
What’s working to close the racial wealth gap across generations? Join AARP in conversation with experts and industry leaders about barriers and opportunities for encouraging wealth transfers in communities of color.