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Venue

InterContinental Miami
100 Chopin Plaza
Miami, FL 33131
Tel: 1-800-327-3005

Conference Agenda

Wednesday, June 5, 2013

11:00 a.m. -
Registration Opens
12:00 p.m. - 1:30 p.m.
Pre-Conference Luncheon: Policy Perspectives on Emerging Consumer Financial Services
Moderator: Jeanne Hogarth, Vice President, Policy, CENTER FOR FINANCIAL SERVICES INNOVATION
JoAnn Barefoot, Co-Chair, TRELIANT RISK ADVISORS
Reid Cramer, Director, Asset Building Program, NEW AMERICA FOUNDATION
Carter Dougherty, Consumer Finance Reporter, BLOOMBERG NEWS
1:30 p.m. - 4:30 p.m.
Core Innovators Mega Challenge
Mike Harris, Managing Partner, CORE INNOVATION CAPITAL
Arjan Schütte, Founder & Managing Partner, CORE INNOVATION CAPITAL
1:30 p.m. - 3:00 p.m.
Underbanked 101
Nancy Castillo, Manager, U.S. FINANCIAL DIARIES
Tracy Jackson, Vice President, Consumer Lending Product Management, REGIONS BANK
Bill Simpson, SVP, Head of Now Banking, REGIONS BANK
Justine Zinkin, CEO, NEIGHBORHOOD TRUST
Raul Vazquez, CEO, PROGRESO FINANCIERO
4:45 p.m. - 5:30 p.m.
Keynote: Annual State of the Underbanked Marketplace
Jennifer Tescher, President & CEO, CENTER FOR FINANCIAL SERVICES INNOVATION
5:30 p.m. - 6:30 p.m.
Industry Networking and Reception

Thursday, June 6, 2013

Click on any of the track details below to view a detailed explanation
Borrow Spend Save and Plan Wildcard
7:30 a.m. -
Registration & Breakfast
8:00 a.m. - 8:15 a.m.
Fresh Ideas for an Emerging Market
Rob Levy, Director, Research, CENTER FOR FINANCIAL SERVICES INNOVATION
8:15 a.m. - 9:00 a.m.
Re-Imagining the Consumer Banking Relationship
Kimberly Gartner, Senior Vice President, Advisory Services, CENTER FOR FINANCIAL SERVICES INNOVATION
Jonathan Wilk, Head of Product Marketing, JPMORGAN CHASE
Alpesh Chokshi, President, Global Payment Options, AMERICAN EXPRESS
9:00 a.m. - 9:30 a.m.
Keynote Address
Dan Henry, CEO, NETSPEND CORPORATION
Troy Woods, President and COO, TSYS
9:30 a.m. - 10:15 a.m.
Beyond Yes or No: Increasing Access and Improving Decision Making in a Data-Driven Marketplace
Rachel Schneider, Senior Vice President, Insights & Analytics, CENTER FOR FINANCIAL SERVICES INNOVATION
Sarah Davies, SVP, Product Management, Research and Analytics, VANTAGESCORE SOLUTIONS, LLC
Eric King, CEO, SOCIOGRAMICS
10:15 a.m. - 11:00 a.m.
Networking and Refreshment Break
11:00 a.m. - 12:00 p.m.
Track: Borrow View Track New Dimensions: Credit Cards and the Underserved Consumer
Moderator: Shirley You, Manager, Advisory Services, CENTER FOR FINANCIAL SERVICES INNOVATION
Randy Dotemoto, President, KINECTA ALTERNATIVE FINANCIAL SOLUTIONS
Richard Rozbicki, Group Head, U.S. Consumer Credit, MASTERCARD WORLDWIDE
11:00 a.m. - 12:00 p.m.
Track: Spend View Track Mobile Remote Deposit Capture: The Present and the Future
Moderator: Joshua Sledge, Manager, Nonprofit Investments, CENTER FOR FINANCIAL SERVICES INNOVATION
Drew Edwards, CEO, CHEXAR NETWORKS
Lisa McFarland, Head of Consumer Prepaid Products, VISA INC.
Patrice Peyret, CEO, PLASTYC
11:00 a.m. - 12:00 p.m.
Track: Save and Plan View Track More Bang for Your Buck: A Closer Look at Personal Financial Management Tools
Moderator: Mary Wisniewski, Technology Reporter
Ben Knelman, Founder & CEO, JUNTOS FINANZAS
11:00 a.m. - 12:00 p.m.
Track: Wildcard View Track Financial Access at Work: The Employer Distribution Conversation
Tal Clark, Vice President, Prepaid and Advanced Marketing Solutions, FIRST DATA
Steve Wendel, Principal Scientist, HELLOWALLET
Chris Bishko, Investment Director, OMIDYAR NETWORKS
12:00 p.m. - 1:30 p.m.
Networking Lunch
12:00 p.m. - 1:30 p.m.
Industry Innovation Session Luncheon: The Underbanked Consumer You Don’t Know
Stephen Drees, Managing Principal, Global Consulting, ACXIOM CORPORATION

Sponsored by:

12:00 p.m. - 1:30 p.m.
Industry Innovation Session Luncheon: Mobile RDC Adoption vs. Traditional Check Cashing
Marina Hodges, Director, Financial Services, WALMART
Kamila Kibilda, SVP and General Manager, FIS

Sponsored by:

12:00 p.m. - 1:30 p.m.
Industry Innovation Session Luncheon: Embrace Inclusion With Alternative Data - How Alternative Data Expands Access to Credit for Underserved Minorities
Jeffrey Feinstein, PhD, Senior Director of Analytic Strategy, Business Services, Credit Risk and Analytics, LEXISNEXIS

Sponsored by:

12:00 p.m. - 1:30 p.m.
Industry Innovation Session Luncheon: The Next Generation of Financial Consumers - Millennials, The I-Want-It-Now Generation
Ken Rees, CEO, THINK FINANCE

Sponsored by:

1:35 p.m. - 2:20 p.m.
Track: Borrow View Track Subprime Today, Creditworthy Tomorrow: How Alternative Data is Helping Lenders and Borrowers
Moderator: Ashvin Prakash, Consultant, CENTER FOR FINANCIAL SERVICES INNOVATION
Mike Mondelli, CEO, L2C, INC.
Linda Vance, Director Channel Management and Development, TRANSUNION
1:35 p.m. - 2:20 p.m.
Track: Spend View Track New Products on the Block: The Story Behind H&R Block's Latest Suite of Offerings
Greg Quarles, President, H&R BLOCK BANK
Todd Rice, Head of Lending, Collections and Payment Processing, H&R BLOCK BANK
1:35 p.m. - 2:20 p.m.
Track: Save and Plan View Track Going to Market with Savings Innovations
Moderator: Kimberly Manturuk, Research Associate, Center for Community Capital, UNIVERSITY OF NORTH CAROLINA-CHAPEL HILL
Jayson Halladay, CEO and Co-Founder, PIGGYMOJO
Priya Haji, CEO & Co-Founder, SAVEUP
1:35 p.m. - 2:20 p.m.
Track: Wildcard View Track When Ideas Collide: Disrupting the Auto Lending Market
Navin Bathija, Founder & CEO, NEO FINANCE
Paul DeSaulniers, Director, Vantage Score, EXPERIAN
2:25 p.m. - 3:40 p.m.
Track: Borrow View Track Innovation in Online Lending: A Frank Discussion of Opportunities and Obstacles
Moderator: Joshua Turnbull, Managing Consultant, Advisory Services, CENTER FOR FINANCIAL SERVICES INNOVATION
Sasha Orloff, CEO, LENDUP
Mary Jackson, Senior Vice President, Corporate Affairs & Chief Legislative Officer, CASH AMERICA
Paul Leonard, California Director, CENTER FOR RESPONSIBLE LENDING
Alexander Karlan, Founder & CEO, FAIRLOAN
2:25 p.m. - 3:40 p.m.
Track: Spend View Track Primetime for Prepaid: Questions for a Maturing Market
Moderator: Jeanne Hogarth, Vice President, Policy, CENTER FOR FINANCIAL SERVICES INNOVATION
Sarah Chenven, Innovations Director, CREDIT BUILDERS ALLIANCE
Nick Bourke, Project Director, Financial Security Team, THE PEW HEALTH GROUP
Ron Hynes, Group Executive, Global Prepaid Solutions, MASTERCARD WORLDWIDE
2:25 p.m. - 3:40 p.m.
Track: Save and Plan View Track Financial Capability Impact: At the Intersection of Consumer Behavior and Innovation
Moderator: Sarah Gordon, Vice President, Advisory Services and Nonprofit Investments, CENTER FOR FINANCIAL SERVICES INNOVATION
J. Michael Collins, Faculty Director, Center for Financial Security, UNIVERSITY OF WISCONSIN-MADISON
Daria Sheehan, Senior Program Officer, CITI FOUNDATION
José Quiñonez, Executive Director, MISSION ASSET FUND
2:25 p.m. - 3:40 p.m.
Track: Wildcard View Track Up Close and Personal: The Financial Lives of Families
Moderator: Brandee McHale, Director of Programs, CITI FOUNDATION
Daryl Collins, Director, BANKABLE FRONTIER ASSOCIATES
Rachel Schneider, Senior Vice President, Insights & Analytics, CENTER FOR FINANCIAL SERVICES INNOVATION
3:40 p.m. - 4:30 p.m.
Networking and Refreshment Break
4:30 p.m. - 5:15 p.m.
Keynote Address: Unlocking Innovation in Regulated Markets
Raj V. Date, Former Deputy Director, CONSUMER FINANCIAL PROTECTION BUREAU (CFPB)
5:15 p.m. - 5:30 p.m.
Real-Time Roundtable Pitches
5:30 p.m. - 6:30 p.m.
Cocktail Reception

Friday, June 7, 2013

7:30 a.m. - 8:30 a.m.
Real-Time Roundtable Breakfast
8:30 a.m. - 9:00 a.m.
Keynote Address: Building Financial Wellness One Smartphone at a Time
Brett King, Founder, MOVEN
9:00 a.m. - 10:00 a.m.
FinTech Face-Off
Felix Salmon, Finance Blogger, REUTERS
Nigel Morris, Managing Director, QED INVESTORS
Ellen Seidman, Board Chair, CENTER FOR FINANCIAL SERVICES INNOVATION
10:00 a.m. - 10:30 a.m.
Networking and Refreshment Break
10:30 a.m. - 11:00 a.m.
Keynote Address
David C. Darnell, Co-Chief Operating Officer, BANK OF AMERICA
11:00 a.m. - 11:45 a.m.
The Future of Money
Moderator: David Porteous, Managing Director, BANKABLE FRONTIER ASSOCIATES
Chris Larsen, CEO, OPEN COIN, INC.
Anil Aggarwal, Global Head of Payments Business Development, GOOGLE
Sean Park, Co-Founder and Executive Chairman, ANTHEMIS GROUP
11:45 a.m. - 12:00 p.m.
Fresh Horizons for an Emerging Market
Jennifer Tescher, President & CEO, CENTER FOR FINANCIAL SERVICES INNOVATION