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Venue


Hyatt Regency
Century Plaza

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

Thursday, June 5, 2014

10:45 a.m. - 11:45 a.m.
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

Increasing financial health can change the game - for consumers and for providers seeking their engagement and loyalty. How can everyday touch points and choices drive the financial resilience and long term success of consumers? New thinking from industry innovators who succeed by tackling financial health barriers puts these considerations front and center. This panel will focus on the key elements of consumer financial health, how providers and users approach its pursuit, and how audience members envision the challenges and goals of making health an integral part of consumer finance.

1:30 p.m. - 2:15 p.m.
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

When the time for US immigration reform arrives, financial services providers will be faced with a once-in-a-generation opportunity to more effectively reach and serve the immigrant market segment. This will be a forward-looking panel with practitioners experienced in serving immigrant customers for perspectives on the unique opportunities and challenges of this market.

2:10 p.m. - 3:25 p.m.
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

Fresh out of the field, the U.S. Financial Diaries research project brings you data on the multifaceted financial lives of more than 200 households tracked over the course of a year. Lead researchers will share their latest findings, revealing how households often cobble together institutional and informal financial tools needed to manage complex, often uncertain economic lives. Join CFSI for an in-depth look at how these families navigate the costs, benefits, and limits of of saving and borrowing through friends and family to meet their everyday financial needs and an exploration of how these strategies mesh with formal financial product use for American consumers.