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Venue


Hyatt Regency
Century Plaza

2025 Avenue of the Stars
Los Angeles, CA 90067
Tel: (310) 228-1234

Wednesday, June 4, 2014

9:00 a.m. -
Registration Opens

Sponsored by:

10:00 a.m. - 2:30 p.m.
FinX: Connecting with the Consumer Financial Experience
Nancy Castillo, Manager, U.S. Financial Diaries, CFSI
Darren Easton, Manager, Advisory Services, CFSI
Fama Longjohn, Consultant, Advisory Services, CFSI

Sponsored by:

1:00 p.m. - 2:30 p.m.
Pre-Conference Luncheon: Policy Perspectives on Fostering Consumer Financial Health
Jeanne Hogarth, Vice President, Policy, CFSI
Ray Boshara, Director, Center for Household Financial Stability, FEDERAL RESERVE BANK OF ST. LOUIS
Diana Elliott, Research Officer, Financial Security and Mobility, THE PEW CHARITABLE TRUSTS
Melissa Koide, Deputy Assistant Secretary, Office of Consumer Policy, U.S. DEPARTMENT OF THE TREASURY - INVITED
3:00 p.m. - 4:30 p.m.
Setting the Stage: A Primer on Consumer Financial Challenges and the Underserved Market
Joshua Sledge, Manager, Nonprofit Investments, CFSI
Cecilia Frew, Head of U.S. Prepaid, VISA
Hamed Shahbazi, Chairman and CEO, TIO NETWORKS
Jose Quiñonez, CEO, MISSION ASSET FUND
4:45 p.m. - 5:30 p.m.
Welcome and Opening Keynote
Jennifer Tescher, President & CEO, CFSI
5:30 p.m. - 6:30 p.m.

Thursday, June 5, 2014

Click on any of the track details below to view a detailed explanation
8:15 a.m. - 8:30 a.m.
EMERGE Forum Welcome
Karen Andres, Director of Research, Insights & Analytics, CFSI
8:30 a.m. - 9:00 a.m.
Keynote Address: Dan Schulman
Dan Schulman, Group President, Enterprise Growth, AMERICAN EXPRESS
9:00 a.m. - 9:45 a.m.
How May I Help You? A Professor Goes Behind the Counter
Dr. Lisa Servon, Professor of Urban Policy, Milano School of International Affairs, Management, and Urban Policy, THE NEW SCHOOL
Will Sowell, President & Chief Operating Officer, INGO MONEY, INC
Bruce Murphy, Executive Vice President, Head of Corporate Responsibility, KEYBANK
10:45 a.m. - 11:45 a.m.
Track: BORROW View Track Data to Grow On: Alternative Strategies for Small Business Financing
Paul Breloff, Managing Director, ACCION VENTURE LAB
Chinwe Onyeagoro, CEO & Co-Founder, FUNDWELL
Andrea Gellert, SVP, Marketing, ONDECK
Mickey Konson, Cofounder and COO, STREETSHARES
10:45 a.m. - 11:45 a.m.
Track: SPEND View Track Beyond Check Cashing: Converting Funds into More than Just Cash
Aaron Calipari, Vice President, Product Management and Retail Payment Solutions, FIS
Rodney Drake, Vice President, Consumer Segment Strategy, KEYBANK
Jane Thompson, CEO, JANE J THOMPSON FINANCIAL SERVICES LLC
10:45 a.m. - 11:45 a.m.
Track: SAVE & INVEST Sponsored by Wells Fargo View Track Greenlighting Auto Loans: New Approaches to Putting Subprime Consumers in the Driver’s Seat
Arjan Schütte, Managing Partner, CORE INNOVATION CAPITAL
Todd Rice, Chief Marketing Officer, TRICOLOR AUTO GROUP, LLC
Terri Steingrebe, CEO, MORE THAN WHEELS
Rafael Gomez, President and CEO, CREDIAUTOUSA FINANCIAL COMPANY LLC
10:45 a.m. - 11:45 a.m.
Track: CONSUMER VOICES Sponsored by Citi View Track Advancing Financial Health: A Product-Driven Approach
Zaydoon Munir, Founder & CEO, REVOLUTION CREDIT
Rachel Schneider, Senior Vice President, Insights & Analytics, CFSI
Grant Karsas, Director, Community Management, HELLOWALLET
Catherine Cooper, Founder, Chief Insights Strategist, CATHERINE COOPER QUALITIATIVE RESEARCH
11:45 a.m. - 12:45 p.m.
11:45 a.m. - 12:45 p.m.
Industry Innovation Luncheon: Non-Prime Consumers-What You Don't Know
Rick Hackett, Former Assistant Director, CFPB
Tim Ranney, President, CLARITY SERVICES, INC.

Sponsored by:

11:45 a.m. - 12:45 p.m.
Industry Innovation Luncheon: Finding Common Ground - An Open and Robust Discussion About Non-Bank Financial Services
Moderator: Dr. Lisa Servon, Professor of Urban Policy, Milano School of International Affairs, Management, and Urban Policy, THE NEW SCHOOL
Beth Brockland, Director, Compass Principles, CFSI
Joseph Coleman, President, RITECHECK
Alex Horowitz, Research Manager, THE PEW CHARITABLE TRUSTS
Ken Rees, CEO, ELEVATE

Sponsored by:

11:45 a.m. - 12:45 p.m.
Industry Innovation Luncheon: Core's Latest Innovations - Prepaid, Billpay, and Cryptocurrency
Mike Harris, Managing Partner, CORE INNOVATION CAPITAL
Richard Kang, Founder & CEO, WIPIT INC.
Arjan Schütte, Managing Partner, CORE INNOVATION CAPITAL
Hamed Shahbazi, Chairman and CEO, TIO NETWORKS
Daniel Aranda, Director of Business Development, Emerging Markets, RIPPLE LABS

Sponsored by:

11:45 a.m. - 12:45 p.m.
11:45 a.m. - 12:45 p.m.
Industry Innovation Luncheon: Pulse Check - The State of Underbanked Consumer Financial Health After the Recession
Jeffrey Feinstein, PhD, Sr. Director of Analytic Strategy, LEXISNEXIS

Sponsored by:

12:45 p.m. - 1:15 p.m.
1:20 p.m. - 2:05 p.m.
Track: BORROW View Track Loans at Work: Employer-Based Solutions to Lending
Lauren Saunders, Associate Director, NATIONAL CONSUMER LAW CENTER
Mario Avila, CEO, EMERGE FINANCIAL WELLNESS
Kathy Boden Holland, EVP Corporate Development and Strategy, ELEVATE
1:20 p.m. - 2:05 p.m.
Track: SPEND View Track Another Side of the Bitcoin: Building Digital Currency Infrastructure
Panelist: Alan Safahi, Founder & CEO, ZIPZAP
Josh Brustein, Staff Writer, BUSINESSWEEK
Daniel Aranda, Director of Business Development, Emerging Markets, RIPPLE LABS
1:20 p.m. - 2:05 p.m.
Track: SAVE & INVEST Sponsored by Wells Fargo View Track It’s Automatic: Making Savings a No-Brainer
Nikita Brodskiy, Founder & CEO, SAVEDPLUS
Tanya Ladha, Manager, Advisory Services & Nonprofit Investments, CFSI
Mae Watson Grote, Founder & Executive Director, THE FINANCIAL CLINIC
1:30 p.m. - 2:15 p.m.
Track: CONSUMER VOICES Sponsored by Citi View Track Financial Services for Immigrant Customers: Promoting Financial Health Before and After Immigration Reform
Eric Rodriguez, Vice President, Office of Research, Advocacy, and Legislation, NATIONAL COUNCIL OF LA RAZA
Robert Annibale, Board of Directors, CENTER FOR FINANCIAL SERVICES INNOVATION, and Global Director, CITI MICROFINANCE & COMMUNITY DEVELOPMENT
Callie Koeniger, Corporate Social Responsibility Manager, SUNRISE BANKS
Dan Marlo, President & CEO, UNIDOS FINANCIAL SERVICES
2:10 p.m. - 3:25 p.m.
Track: BORROW View Track After Deposit Advance: Meeting Consumers' Need for High-Quality Small-Dollar Credit
Beth Brockland, Director, Compass Principles, CFSI
Paul Leonard, California Director, CENTER FOR RESPONSIBLE LENDING
Ankush Tewari, Director, Credit Risk Decisioning, LEXISNEXIS RISK SOLUTIONS
Luis Peralta, COO, Head of Nix Neighborhood Lending, KINECTA ALTERNATIVE FINANCIAL SERVICES
Stephanie Klein, Director of Consumer Lending, NetCredit, ENOVA INTERNATIONAL
2:10 p.m. - 3:25 p.m.
Track: SPEND View Track Navigating New Frontiers in Prepaid with CFSI’s Compass Principles
Thea Garon, Research Analyst, CFSI
Alison Holt, SVP, REGIONS BANK
Stefan Happ, SVP & General Manager, U.S. Payment Options, AMERICAN EXPRESS
Romy Parzick, Head of Customer Impact Initiatives, NETSPEND
Anu Shultes, General Manager, Prepaid Financial Services and Telecom, BLACKHAWK NETWORK
2:10 p.m. - 3:25 p.m.
Track: SAVE & INVEST Sponsored by Wells Fargo View Track Higher Education and Higher Debt: Innovative Solutions for Managing Education Financing
Moderator: Kevin Wack, Consumer Finance Reporter, AMERICAN BANKER
Paul Combe, President & CEO, AMERICAN STUDENT ASSISTANCE
Dan Macklin, Co-Founder and Vice President, Business Development, SOFI
Heidi Johnson, Policy Advisor, Office of Consumer Policy, U.S. DEPARTMENT OF THE TREASURY
2:10 p.m. - 3:25 p.m.
Track: CONSUMER VOICES Sponsored by Citi View Track The Role of Informal Finance in the Economic Lives of Americans
Nancy Castillo, Manager, U.S. Financial Diaries, CFSI
Brandee McHale, Chief Operations Officer, CITI FOUNDATION
Timothy Ogden, Managing Director, Financial Access Initiative, NEW YORK UNIVERSITY
Rachel Schneider, Senior Vice President, Insights & Analytics, CFSI
3:25 p.m. - 3:55 p.m.
4:00 p.m. - 4:45 p.m.
The Quantified Self: Financial Fitness Through Smart Data
Rachel Schneider, Senior Vice President, Insights & Analytics, CFSI
Jason Gordo, CEO, FLEXSCORE
Brett Pitts, EVP, Head of Product Management, Digital Channels Group, WELLS FARGO
4:45 p.m. - 5:00 p.m.
5:00 p.m. - 6:30 p.m.

Friday, June 6, 2014

7:30 a.m. - 8:30 a.m.
7:30 a.m. - 8:15 a.m.
8:30 a.m. - 9:00 a.m.
Keynote Address: Eldar Shafir
Dr. Eldar Shafir, William Stewart Tod Professor of Psychology and Public Affairs, PRINCETON UNIVERSITY, CO-AUTHOR, "SCARCITY: WHY HAVING TOO LITTLE MEANS SO MUCH"
9:00 a.m. - 9:45 a.m.
From Scarcity to Opportunity: Designing for Healthy Consumer Outcomes
Ted Gonder, CEO, MONEYTHINK
Giancarlo Miranda, Vice President, Product Group Manager, Chase Branch & ATM Innovation, JPMORGAN CHASE
Irene Skricki, Senior Associate, ANNIE E. CASEY FOUNDATION
9:45 a.m. - 10:15 a.m.
10:15 a.m. - 10:40 a.m.
The New Face of Checking: How One Financial Institution Is Revolutionizing DDAs By Putting the Consumer at the Center
Kimberly Gartner, Senior Vice President, Advisory Services, CENTER FOR FINANCIAL SERVICES INNOVATION
Kevin Condon, SVP, Deposit Products, BANK OF AMERICA
10:40 a.m. - 11:45 a.m.
The 4th Annual Core Innovators Challenge
Mike Harris, Managing Partner, CORE INNOVATION CAPITAL
Arjan Schütte, Managing Partner, CORE INNOVATION CAPITAL
Brett Adams, Lead, U.S. Prepaid Products, MASTERCARD WORLDWIDE

Sponsored by:

11:45 a.m. - 12:00 p.m.
EMERGE Closing Remarks
Jennifer Tescher, President & CEO, CFSI