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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, Economic Mobility Project, THE PEW CHARITABLE TRUSTS
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
Additional panelists to be announced
10:45 a.m. - 11:45 a.m.
Track: SPEND View Track Another Side of the Bitcoin: Building Digital Currency Infrastructure
Chris Larsen, Co-Founder & CEO, RIPPLE LABS
Alan Safahi, Founder & CEO, ZIPZAP
Josh Brustein, Staff Writer, BUSINESS WEEK
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
Additional panelists to be announced
10:45 a.m. - 11:45 a.m.
Track: CONSUMER VOICES Sponsored by Citi View Track Session to be Announced
Speakers to be Announced
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.
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, THINK FINANCE
1:20 p.m. - 2:05 p.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
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
2:10 p.m. - 3:25 p.m.
Track: BORROW View Track After Deposit Advance: Testing New Approaches to Meeting Consumers' Small Dollar Credit Needs
Beth Brockland, Director, Compass Principles, CFSI
Additional panelists to be announced
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
Kirsten Trusko, President, NETWORK BRANDED PREPAID CARD ASSOCIATION
Alison Holt, SVP, REGIONS BANK
Stefan Happ, SVP & General Manager, U.S. Payment Options, AMERICAN EXPRESS
Romy Parzick, Head of Customer Impact Initiatives, NETSPEND
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
Maria Aspan, National Editor, AMERICAN BANKER
Paul Combe, President & CEO, AMERICAN STUDENT ASSISTANCE
Additional panelists to be announced
2:10 p.m. - 3:25 p.m.
Track: CONSUMER VOICES Sponsored by Citi View Track Cash Flow Matters: Navigating Paydays & Due Days with American Households
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
Additional panelists to be announced
4:45 p.m. - 5:00 p.m.
5:00 p.m. - 6:30 p.m.

Friday, June 6, 2014

7:30 a.m. - 8:15 a.m.
7:30 a.m. - 8:30 a.m.
8:30 a.m. - 9:00 a.m.
Keynote Address: Eldar Shafir
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
Additional panelists to be announced
9:45 a.m. - 10:15 a.m.
10:15 a.m. - 10:45 a.m.
10:45 a.m. - 11:50 a.m.
The 4th Annual Core Innovators Challenge
Mike Harris, Managing Partner, CORE INNOVATION CAPITAL
Arjan Schütte, Managing Partner, CORE INNOVATION CAPITAL

Sponsored by:

11:50 a.m. - 12:05 p.m.
EMERGE Closing Remarks
Jennifer Tescher, President & CEO, CFSI