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Venue

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

Wednesday, June 5, 2013

11:00 a.m. -
12:00 p.m. - 1:30 p.m.
Pre-Conference Luncheon: Policy Perspectives on Emerging Consumer Financial Services
Jeanne Hogarth, Vice President, Policy, CFSI
Jo Ann Barefoot, CEO, JO ANN BAREFOOT GROUP, LLC
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, Managing Partner, CORE INNOVATION CAPITAL
Roberto Bargagli, CEO and Co-Founder, YATTOS, INC.
Dave Alvarez, CEO, NEXXO FINANCIAL CORPORATION
Jeffrey Brice, CEO and Co-Founder, TRUSTEGG
Arlyn Davich, CEO, PAYPERKS
Mike Strange, Chief Technology Officer, MITEK
Priya Haji, CEO & Co-Founder, SAVEUP
Stephanie Klein, Director of Consumer Lending, NetCredit, ENOVA
Stephen LaBella, President and CEO, ISEND
Sasha Orloff, CEO, LENDUP
1:30 p.m. - 3:00 p.m.
Underbanked 101
Darren Easton, Manager, Advisory Services, CFSI
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: State of the Underbanked Marketplace
Jennifer Tescher, President & CEO, CFSI
5:30 p.m. - 6:30 p.m.

Thursday, June 6, 2013

Click on any of the track details below to view a detailed explanation
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: Payments and Prepaid in an Age of Integration
Dan Henry, CEO, NETSPEND CORPORATION
Paul Bridgewater, Group Executive, Global Product, 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, CFSI
Sarah Davies, SVP, Product Management, Research and Analytics, VANTAGESCORE SOLUTIONS, LLC
Eric King, CEO, SOCIOGRAMICS
10:15 a.m. - 11:00 a.m.
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
Michael Daly, SVP, Card Marketing Product Executive, BANK OF AMERICA
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
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.
12:00 p.m. - 1:30 p.m.
Industry Innovation Session Luncheon: The Underbanked Consumer You Don’t Know
Stephen Drees, Managing Principal, Industry Strategy Group, ACXIOM CORPORATION
Thomas Lowell, Managing Principal Global Consulting, ACXIOM

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.
1:35 p.m. - 2:20 p.m.
Track: Borrow View Track Subprime Today, Creditworthy Tomorrow: How Alternative Data is Helping Lenders and Borrowers
Ashvin Prakash, Consultant, Advisory Services, CFSI
Mike Mondelli, CEO, L2C, INC.
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
Brenton Peck, Consultant, Advisory Services, CENTER FOR FINANCIAL SERVICES INNOVATION
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
Mike Harris, Managing Partner, CORE INNOVATION CAPITAL
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
Jeanne Hogarth, Vice President, Policy, CFSI
Sarah Chenven, Innovations Director, CREDIT BUILDERS ALLIANCE
Nick Bourke, Project Director, Financial Security Team, THE PEW HEALTH GROUP
Brett Adams, Lead, U.S. Prepaid Products, MASTERCARD WORLDWIDE
Rebecca Ahlers, SVP, Emerging Payments Strategy and Innovation, U.S. BANK
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
Denise Belser, Principal Associate, Family Economic Success, NATIONAL LEAGUE OF CITIES
Imani Farley, CollegeSet Project Manager, JUMA VENTURES
Todd Fuller, VP, Finance & Marketing, SELF-HELP FEDERAL CREDIT UNION
Jillian Spindle, Director of Development, MISSION ECONOMIC DEVELOPMENT AGENCY (MEDA)
Vishnu Sridharan, MY Path Director, MISSION SF COMMUNITY FINANCIAL CENTER
Justine Zinkin, CEO, NEIGHBORHOOD TRUST
Nick Maynard, Director of Innovation, DOORWAY 2 DREAMS FUND
Joe Duran, National Program Director, MONEYTHINK
2:25 p.m. - 3:40 p.m.
Track: Wildcard View Track Up Close and Personal: The Financial Lives of Families
Moderator: Brandee McHale, COO, CITI FOUNDATION
Daryl Collins, Director, BANKABLE FRONTIER ASSOCIATES
Rachel Schneider, Senior Vice President, Insights & Analytics, CFSI
Nancy Castillo, Manager, U.S. Financial Diaries, CFSI
3:40 p.m. - 4:30 p.m.
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) and Managing Partner, FENWAY SUMMER
5:15 p.m. - 5:30 p.m.
5:30 p.m. - 6:30 p.m.

Friday, June 7, 2013

7:30 a.m. - 8:30 a.m.
8:30 a.m. - 9:00 a.m.
9:00 a.m. - 10:00 a.m.
FinTech Face-Off
Arjan Schütte, Managing Partner, CORE INNOVATION CAPITAL
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.
10:30 a.m. - 11:00 a.m.
Keynote Address: Banking America
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, Co-Founder & CEO, RIPPLE LABS
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, CFSI