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Venue

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

Thursday, June 6, 2013

11:00 a.m. - 12:00 p.m.
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

Distributing financial products and services through employers is an age-old idea, but what do we really know about its impact and effectiveness? Do employees, financial services providers, and employers think it is worth the time and investment? This session will feature mini case studies on companies that have engaged employers in providing access to high-quality products and services through the workplace. Attendees will evaluate the advantages and challenges of an employer-based distribution strategy.

1:35 p.m. - 2:20 p.m.
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

Subprime auto loans represent the largest revenue segment, outside home mortgages, in the underbanked market -- driving fierce competition among lenders. Many enterprises are now using alternative credit data in their risk assessments, which paves the way to serve thin/no file consumers who currently rely on high-cost lending options for this critical purchase. Join the session to review differing subprime auto lending business models, how these products are performing among consumer segments, and the direction of this market.

2:25 p.m. - 3:40 p.m.
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
Rachel Schneider, Senior Vice President, Insights & Analytics, CFSI
Nancy Castillo, Manager, U.S. Financial Diaries, CFSI

Take a timely look at how low- and moderate-income families are managing their financial lives. Lead Investigators from the US Financial Diaries project will present aggregate data gathered from the field. Attendees will get an intimate look at the finances of three struggling American households. The audience will have the opportunity to brainstorm practical solutions for the households in discussion.