Alan Murray | Fortune Media
After leading a group of 100 CEOs to meet Pope Francis in 2016, Fortune committed to advancing social progress by uniting leading minds at its annual CEO Initiative. As Fortune continues its transition from a magazine into a platform for change, CEO Alan Murray joins host Jennifer Tescher to talk about the future of the initiative, the progress of capitalism, and the need for greater compassion in business.
Vision
Join us to hear how financial industry leaders have secured stakeholder buy-in to build financial health strategies, ensured employees understand and can rally behind a shared finhealth vision, and integrated financial health as part of their organizational culture.
Integrating FinHealth Into Your Company’s DNA
Learn how and why LendingClub made the strategic pivot to prioritize financial health in all of its products and services, how it transformed into a “financial health brand,” and how it’s tracking financial health impacts across its user base to measure success. Walk away with insights to transform your own organization’s financial health business strategy.
Who’s Leading Our FinHealth Future?
Systems, industries, organizations, and leaders are all rising to the challenge and opportunity to make financial health the lens through which we emerge from the pandemic better than before. Financial health must be more than a program or a promise if we are to meet the moment we’re in. It must become a movement, and the movement needs leaders who are accountable to its outcomes.
Martin Whittaker: How to Make a Just Company
Many financial companies have pledged resources to promote social good, but still struggle to leverage their own internal impact. In this episode of EMERGE Everywhere, JUST Capital CEO Martin Whittaker sits down with Jennifer to discuss his mission to help companies focus on the S in ESG, which includes investing in racial equity and employee financial wellness. Together, they discuss the importance of providing livable wages for employees and fostering inclusive workplace cultures, and how JUST Capital scores companies’ performance in ESG.
2018 Visionary Award
The Financial Health Visionary Award recognizes individuals who have shown unparalleled leadership in building a more accessible and inclusive financial system, and who seek to continue to inspire and encourage the next generation of leaders to innovate new solutions for the financially underserved. PayPal President and CEO Dan Schulman was the recipient of the inaugural award in 2018 for his commitment to transforming financial services to make life easier for billions of people around the world via the PayPal platform and network.
Her Majesty Queen Máxima of the Netherlands Announced as the 2021 Financial Health Visionary Award Recipient
Chicago, IL, May 18, 2021 (GLOBE NEWSWIRE) — Financial Health Network, the leading authority on financial health, today announced that H.M. Queen Máxima of the Netherlands, United Nations Secretary-General’s Special Advocate for Inclusive Finance for Development (UNSGSA), will be the recipient of the 2021 Financial Health Visionary Award during the EMERGE Financial Health virtual event […]
Gene Ludwig: Better Metrics for Better Solutions
Few people have had a career as dynamic and successful as Gene Ludwig. In this episode of EMERGE Everywhere, this Clinton administration alumnus, financial services CEO, entrepreneur, and nonprofit founder joins Jennifer to talk about his lifetime of dedication to addressing inequity. Together, they explore the need for more holistic measurements that capture the true story of what is happening for everyday Americans, and how policy changes can encourage productivity while helping to lift communities up.
Roger Hochschild: Discover the Possibilities
In 1986, Discover introduced the concept of cashback rewards on a credit card with no annual fee, transforming the landscape of credit for good. No longer reserved for the privileged few, credit cards became an everyday tool in most wallets. In this episode, Jennifer sits down with Discover CEO and President Roger Hochschild to dig into his passion for helping the underserved. Find out how his company is backing its words with action to drive real social change and bring about a better future.
Chris Smith: Reimagining Insurance for Financial Resilience
Although adequate insurance is a critical tool for financial resilience, only half of Americans are confident they would have sufficient coverage to manage an emergency. Research shows that this gap has only widened in recent years. In this episode, Jen talks to Chris Smith, Executive Vice President of Group Benefits at Guardian Life, about new opportunities to modernize the benefits experience and promote greater financial resiliency for all. Most people depend on their employers for access to insurance benefits, and Guardian has been bridging the gap to help people protect their future and secure their lives for more than 160 years. Today, the company serves 29 million people with life, disability, dental, and other insurance benefits for individuals, in workplaces, and through government-sponsored programs.
Jimmy Chen: Modernizing the Social Safety Net
Often fintechs launch to tackle a big mission – like democratization of financial services, financial inclusion, or financial health. Get to know a fast-growing startup that’s also a for-profit company with investors and stakeholders to satisfy. In this episode, Jennifer talks to Jimmy Chen, founder and CEO of Propel, a software company that aims to fight poverty with technology. Jimmy shares the challenges his fintech faces in navigating the balancing act of growing a business, serving and earning the trust of its customers, and staying true to its financial health mission.
Stephanie Cohen: The Business Case for Inclusion
Stephanie Cohen quickly rose through the ranks at Goldman Sachs to become one of the youngest members of the bank’s senior leadership, joining just a small handful of women at that level. In her new role overseeing consumer and wealth management for the organization, she shepherds a vision for diversity and inclusion that prioritizes broad consumer access to high-quality financial solutions. In this episode, Jennifer and Stephanie discuss how the bank is leveraging fintech and personalized solutions to meet diverse consumer needs, while empowering clients and customers to reach their financial goals.
Marc Morial: Economic Justice for All
From his term as the 59th mayor of New Orleans to his nearly two decades leading the National Urban League, Marc Morial has been one of the country’s most influential advocates for civil rights. In this episode, Jennifer talks with Marc about important influences in his early life, why he feels building coalitions is like making gumbo, and how the National Urban League is continuing the important legacy of Dr. Martin Luther King Jr.’s campaign for economic justice.
Dalila Wilson-Scott: Leveraging Media for Positive Change
How can a global powerhouse of media and technology best leverage its resources to build a more diverse and inclusive workplace and world? Newly appointed Chief Diversity Officer at Comcast NBCUniversal, Dalila Wilson-Scott, takes that challenge on every day, in addition to leading the Comcast NBCUniversal Foundation and heading the company’s community impact work. In this episode, Jennifer and Dalila discuss corporate responsibility, strategies for raising the bar on diversity and inclusion through policies and programs, and the role media can play in cultivating positive change.
Alice Rodriguez: Putting Equity into Action
After a remarkable 30-plus year career at the largest U.S. bank, JPMorgan Chase, Alice Rodriguez was called upon to lead its recently announced $30 billion initiative providing economic opportunities for underserved communities, especially Black and Latinx communities, over the next five years as Head of Community Practices, Engagement and Inclusion. Daughter of an immigrant and current chairwoman for the U.S. Hispanic Chamber of Commerce, Alice shares insights about her perspective and goals for supporting underserved communities across the country.
Judy Samuelson: The New Rules of Business
From her seat at The Aspen Institute, Judy Samuelson has led a 10-year campaign to disrupt Milton Friedman’s narrative that corporations solely exist to maximize shareholder value. The past two years have provided some watershed moments. In 2019, public statements from the Business Roundtable and World Economic Forum signalled corporate leaders were embracing stakeholder capitalism – a mission to serve customers, suppliers, workers, and communities, rather than solely shareholders. But 2020 has severely tested these principes, from the pandemic to racial unrest and political divisiveness. In the wake of all this, have CEOs’ actions supported their words? In this episode, Judy discusses how corporations have responded to current crises, what it means for the future of stakeholder capitalism, and how businesses can succeed in tomorrow’s economic and social landscape.
Jennifer Tescher: Seeing the Silver Linings
In the final episode of the year, Financial Health Network President and CEO Jennifer Tescher takes a moment to look back on the engaging conversations she had with her guests and the three silver linings that emerged from this challenging year: a growing energy around stakeholder capitalism, racial equity, and empathy. This momentum offers a sense of hope for healing and transformation in the coming year. EMERGE Everywhere will be back in January 2021 with new episodes. Happy holidays!
Dr. Richard Besser: A Prescription for Equity in Health
Health and financial health are inextricably intertwined. As income and wealth increase or decrease, so does physical well-being. This is especially apparent in underserved communities, which have disproportionately borne the financial and health impacts of COVID-19. The close connection between health and wealth underscores the need for cross-industry leaders to identify challenges and develop integrated solutions to support wellness. Dr. Richard Besser, president and CEO of the Robert Wood Johnson Foundation and former acting director of the Centers for Disease Control and Prevention (CDC), is one of the leading voices on health equity. In this episode, Jennifer talks with him about this connection, the challenges facing the American healthcare system, and how we can create a system that supports health and financial wellness for all.
Lisa Marsh Ryerson: Problem-Solving through Partnership
AARP Foundation President Lisa Marsh Ryerson joins Jennifer to talk about the importance of partnerships to address the financial health needs of people as they age. In the midst of a global pandemic that is having an outsized impact on older people, forging these partnerships is more critical than ever. Listen in as they discuss the financial health, physical health, and racial disparities affecting older Americans, and how an integrated financial health ecosystem is key to finding solutions.
Yanela Frias and Jamie Kalamarides: A Rock-Solid Path to Resilience
By offering robust benefits and resources, employers are ideally positioned to improve worker financial health while also improving their own bottom lines. One company that has integrated financial health into the workplace effectively is Prudential Financial. In this episode, host Jennifer Tescher explores the tools critical to build financial resilience with Prudential’s Yanela Frias, President of Retirement, and Jamie Kalamarides, President of Group Insurance.
Jelena McWilliams: Banking with Empathy
For Jelena McWilliams, the mission of the Federal Deposit Insurance Corporation (FDIC) – to maintain stability and public confidence in the nation’s financial system – is a personal one. After immigrating to the U.S. with only $500, she put herself through undergraduate and law school to become one of the leading voices for financial inclusion. In this episode, Jelena shares with Jennifer what it’s like to head the FDIC during a time of such extreme economic hardship and uncertainty, revealing her keen sense of empathy for the challenges currently facing the most financially vulnerable Americans.
Building Customer Relationships through FinHealth
In this session, we welcomed two organizations to talk about the connection between financial health and customer satisfaction and trust.
Bill Bynum: HOPE for All
2020 has been anything but ordinary. The coronavirus pandemic has resulted in record unemployment filings, long lines at food banks, and millions of Americans struggling to make ends meet. The Financial Health Network created the U.S. Financial Health Pulse in 2018 to provide an ongoing snapshot of the nation’s financial health, and this year, it offers a stark picture of the lopsided and inequitable impact of COVID-19 on communities across America. In this episode, Jennifer sits down with Bill Bynum, the CEO of HOPE, to get his thoughts on the country’s growing economic inequality and what we can do to facilitate opportunities for all, especially disenfranchised populations.
EMERGE Insights: Opening Keynote
Financial Health Network’s Rob Levy sets the stage for our two-day deep dive into solutions and strategies for driving financial health and the research and measurement that informs the work.
Melvin Carter III: A Masterclass In Listening
Melvin Carter III is the 46th mayor and the first African American mayor of Saint Paul, the capital city of Minnesota. This year, his city has been impacted by the tragic murder of George Floyd, the resulting civil unrest, and the economic and personal hardships of the pandemic. In this episode, Jennifer talks with him about leading his community through this trying year, his advocacy for the working class, and his thoughts on how initiatives in Saint Paul can inspire other cities to focus on an integrated financial health system for all.
Member Summit 2020 Keynote and Town Hall
Watch as our President and CEO, Jennifer Tescher, explains the movement toward financial health for all while answering Member questions on topics such as racial equity and healthcare.
Member Summit 2020 General Session
Hear from leadership at PayPal, SpringFour, TransUnion, Coastal Credit Union, and the Financial Health Network as we welcome you to the 2020 Member Summit General Session. Features Welcome and Opening Remarks, Town Hall, and Member Impact Stories.
Michael C. Bush: Building a 3D Workplace
For most of us, work takes up eight or more hours every weekday. Our jobs are more than just a source of income; they are often a central part of our identity and our lives. That’s why employers must see people in 3D to fully understand the need to enhance worker financial health and integrate it throughout their organizations. In this episode, Jennifer explores the importance of a supportive workplace – whether on-site or remote – with Michael Bush, CEO of Great Place to Work®.
Dan Schulman: Paying it Forward
President and CEO of PayPal Dan Schulman is a Black Belt silo buster. He joins Financial Health Network CEO Jennifer Tescher to talk about transforming PayPal into a customer-focused, stakeholder-oriented company. Listen in as Dan shares why PayPal’s most important stakeholders are its employees and reflects with Jen on the complexities of leading his team through escalating racial tensions and the uncertainty of a global pandemic.
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.
Turning the Tide: Addressing Climate Change and Financial Health
By Eric Wilson Senior Associate, Financial Health Network As a data analyst at the Financial Health Network, I spend a lot of time with our U.S. Financial Health Pulse data set, searching for possible drivers of financial health. So, when combing through survey participants’ descriptions of shocks to their household finances, I found a number…
Speaking Out About Racial Discrimination: A Letter To Our Staff
This blog by Jennifer Tescher was shared with the Financial Health Network staff in the wake of the murder of George Floyd at the hands of police and the protests and civil unrest that have followed: Putting emotions into words is hard right now.
Member Summit: Fostering Financial Health Through Behavioral Change
Hear from Matt Wallaert, author of Start at the End: How to Build Products that Create Change, as he explains how your organization can help promote financial health through behavioral change.
Sharpening Our Focus On The Health-Wealth Connection
By Roderick King, MD/MPH, CEO, Florida Institute for Health Innovation, Assistant Dean of Public Health Education, Director — MD/MPH Program at University of Miami MIller School of Medicine and Jennifer Tescher, President & CEO, Financial Health Network Poor physical and financial health overwhelmingly go hand in hand. Financial insecurity leads to toxic stress and chronic disease while,…
U.S. Financial Health Pulse Press Release
The Financial Health Network launches a groundbreaking survey, the U.S. Financial Health Pulse, in partnership with the Center for Financial Services Innovation, Omidyar Network, MetLife Foundation, and AARP.
That Moment You Leave a Place You Love
By Nancy Castillo This Spring, Financial Health Networker Nancy Castillo spent 12 weeks at Oportun’s headquarters in Redwood City, CA. Castillo was there as part of a Fellowship program offered by Financial Health Network to its staff, the goal of which was twofold: to provide professional development and exposure to an emerging Financial Health Network…