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Venue


Doral Golf Resort & Spa
4400 N.W. 87th Avenue
Miami, FL 33178

Conference Agenda

Wednesday, June 9, 2010

1:00 PM - 2:30 PM
Workshop A: Who is the Underbanked Consumer?
Brad Russell, Corporate Communications Manager, NETSPEND
Chad Hendrickson, Vice President, Marketing, GUARANTY BANK
Vivian Vasallo, Senior Director, Office of Community Innovation, AARP FOUNDATION
Luke Reynolds, Chief, Outreach & Program Development Section, FEDERAL DEPOSIT INSURANCE CORPORATION
2:45 PM - 4:15 PM
Workshop B: Fun and Games: Learning about Financial Services
Irene Skricki, Senior Associate, ANNIE E. CASEY FOUNDATION
Timothy Flacke, Executive Director, DOORWAYS TO DREAMS (D2D) FUND
Geraldine Walsh, Vice President and Deputy Director, FINRA
Kristy Bowden, Financial Entertainment Specialist, DOORWAYS TO DREAMS (D2D) FUND
4:30 PM - 5:30 PM
Keynote Address: Social Media Meets Financial Services: Square the Circle
Jack Dorsey, Founder, Square, CO-FOUNDER, TWITTER
5:30 PM - 6:30 PM
Networking Welcome Reception

Thursday, June 10, 2010

Click on any of the track details below to view a detailed explanation
CREDIT TRACK PAYMENTS TRACK DEPOSITS TRACK
7:30 AM - 8:15 AM
Breakfast Briefing: Marketing to the Underbanked Segment: How to reach and engage your audience on Google
Kate Alessi, Manager, Financial Services Team, GOOGLE ADWORDS

Hosted by:

7:30 AM - 8:15 AM
Registration and Continental Breakfast
8:15 AM - 8:45 AM
Chairperson's Introduction
Jennifer Tescher, President & CEO, CENTER FOR FINANCIAL SERVICES INNOVATION
8:45 AM - 9:15 AM
Corporate Social Responsibility and Consumer Policy
Andrew D. Plepler, Global Corporate Social Responsibility Executive and Consumer Policy Executive, BANK OF AMERICA
9:15 AM - 9:45 AM
Serving the Underbanked: A Retailers Perspective
Susan Ehrlich, SVP and President, Sears Financial Services, SEARS HOLDINGS CORPORATION
9:45 AM - 10:15 AM
Storefront of the Future: The Mango Store
Bertrand Sosa, Founding Partner, MPOWER LABS
Roy Sosa, Founder and CEO, MPOWER LABS
10:15 AM - 11:15 AM
Networking Refreshment break in Exhibit hall
11:15 AM - 12:00 PM
Federal Initiatives and the Underbanked
Melissa Koide, Vice President, Policy, CENTER FOR FINANCIAL SERVICES INNOVATION
Michelle Greene, Deputy Assistant Secretary for Financial Education, U.S. DEPARTMENT OF TREASURY
Ellen Lazar, Senior Advisor to the Chairman, FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC)
12:00 PM - 1:30 PM
Industry Innovation Lunch: "Bank in the Box" for the Underbanked
Ijaz Anwar, Sales Manager – Solutions for the Underbanked, FIS
Darren Beyer, VP, FIS Prepaid Product Strategy, FIS (CERTEGY)
Stuart Dwyer, Senior Director Business & Product Development, FIS (CERTEGY)
Doug Porter, Vice President, Product Sales Consultant, FIS (CERTEGY)

Sponsored by:

12:00 PM - 1:15 PM
Industry Innovation Lunch: Reaching, Cultivating and Retaining the Underbanked
Grayson Clarke, Senior Director Credit Risk Decisioning, LEXISNEXIS
Brent Sorenson, Director Modeling, LEXISNEXIS

Sponsored by

12:00 PM - 1:15 PM
Luncheon for all participants
1:15 PM - 1:30 PM
Dessert in Exhibit Hall
1:30 PM - 2:15 PM
Track: CREDIT TRACK View Track Opportunities for Secured Cards
Kimberly Gartner, Vice President, Advisory Services, CENTER FOR FINANCIAL SERVICES INNOVATION
Elizabeth Hoople, Senior Vice President, Division Marketing Manager, WELLS FARGO BANK
Mercedes Garcia, Vice President – Senior Business Leader, Consumer Credit, MASTERCARD
1:30 PM - 2:15 PM
Track: PAYMENTS TRACK View Track What is on the Horizon for Prepaid?
Dennis Marshall, General Manager of Business Development, CHICAGO TRANSIT AUTHORITY
Michael Hafer, Vice President, Global Cards, WESTERN UNION
Gary Palmer, Founding Director and Chairman of the Board, NETWORK BRANDED PREPAID CARD ASSOCIATION
Scott Scovel, Vice President, Prepaid Financial Services, UNIVISION COMMUNICATIONS, INC.
1:30 PM - 2:15 PM
Track: DEPOSITS TRACK View Track KeyBank and Small Dollar Lending: Helping Customers Get Ahead
Karen Andres, Senior Manager and Consultant, CENTER FOR FINANCIAL SERVICES INNOVATION
Michael Griffin, Senior Vice President, Community Development Banking, KEYBANK
2:20 PM - 3:05 PM
Track: CREDIT TRACK View Track Small Dollar Loan Economics
Andrew Morrison, Executive Vice President, BRUNDAGE MANAGEMENT COMPANY
Beth Kuhn, Project Director, UNITED WAY OF CHITTENDEN COUNTY
Jeffrey Burton, SVP and Managing Director, FISERV, INC.
Joshua Sledge, Analyst, Innovation and Research, CENTER FOR FINANCIAL SERVICES INNOVATION
2:20 PM - 3:05 PM
Track: PAYMENTS TRACK View Track Emerging Innovators in Payments
Arjan Schütte, Managing Partner, CORE INNOVATION CAPITAL
Mike Harris, Partner, CORE INNOVATION CAPITAL
Drew Edwards, CEO, CHEXAR NETWORKS
Andy Lerner, Managing Partner, INTER-ATLANTIC GROUP
Kenneth Jakubowski, Founder and CEO, ONEBIGTENT, LLC
2:20 PM - 3:05 PM
Track: DEPOSITS TRACK View Track Savings: The New Credit
Kimberly Gartner, Vice President, Advisory Services, CENTER FOR FINANCIAL SERVICES INNOVATION
Michael Shepard, Vice President, Consumer Debit and Credit Products, US BANK
Kevin Wright, Vice President, Emerging Markets and Segments Management, US BANK
3:10 PM - 3:40 PM
Networking and Refreshment Break in Exhibit Hall
3:45 PM - 4:30 PM
Track: CREDIT TRACK View Track Emerging Innovators in Credit
Arjan Schütte, Managing Partner, CORE INNOVATION CAPITAL
Ryan Gilbert, Chief Executive Officer, BILLFLOAT, INC.
Devin Matthews, Partner, CHICAGO GROWTH PARTNERS
Brian McLoughlin, Partner, GRP PARTNERS
3:45 PM - 4:30 PM
Track: PAYMENTS TRACK View Track Financial Alerts and the Underbanked: Beyond the Balance Alert
Jonathan Zinman, Associate Professor, DARTMOUTH COLLEGE
Kevin Morrison, Assistant Vice President, Card Products, H&R BLOCK, INC.
Tim Walsh, President and CEO, READY CREDIT CORPORATION
Richard Crone, CEO and Founder, CRONE CONSULTING LLC
Jeremy Stoddart, Founder, WEALTHHABIT
3:45 PM - 4:30 PM
Track: DEPOSITS TRACK View Track Cutting-edge Savings Initiatives
Sarah Gordon, Director, Advisory Services and Nonprofit Investments, CENTER FOR FINANCIAL SERVICES INNOVATION
Timothy Flacke, Executive Director, DOORWAYS TO DREAMS (D2D) FUND
Caitlyn Brazill, Director of Research & Policy, CITY OF NEW YORK DEPARTMENT OF CONSUMER AFFAIRS - OFFICE OF FINANCIAL EMPOWERMENT
4:35 PM - 5:20 PM
Track: CREDIT TRACK View Track Credit Options for Emerging Markets
José Quiñonez, Executive Director, MISSION ASSET FUND
Patrick Brown, EVP, Emerging Markets, NETSPEND
James Gutierrez, CEO, PROGRESO FINANCIERO
Stephen Vogel, CEO, GRAMEEN AMERICA, INC.
4:35 PM - 5:20 PM
Track: PAYMENTS TRACK View Track The Future of Checking Accounts
Rick Claypoole, Executive Vice President, BBVA COMPASS
Hank Israel, Director, NOVANTAS, LLC
Tracy Grooms, SVP; Checking Products Executive, BANK OF AMERICA
4:35 PM - 5:20 PM
Track: DEPOSITS TRACK View Track Emerging Innovators in Deposits
Arjan Schütte, Managing Partner, CORE INNOVATION CAPITAL
Rimmy Malhotra, CEO, GOALMINE
Revell Horsey, President and CFO, HELLOWALLET
Devin Matthews, Partner, CHICAGO GROWTH PARTNERS
5:20 PM - 6:30 PM
Expo Networking & Expo Hall

Friday, June 11, 2010

7:30 AM - 8:30 AM
Roundtable Cafe
Matt Wallaert, Lead Scientist, THRIVE
George Hodges, Managing Partner, NEW MARKET PARTNERS
Randy Dotemoto, President, KINECTA ALTERNATIVE FINANCIAL SOLUTIONS
Michael Mondelli, President, L2C, INC.
Kirsten Trusko, President and Executive Director, NETWORK BRANDED PREPAID CARD ASSOCIATION
Melissa Koide, Vice President, Policy, CENTER FOR FINANCIAL SERVICES INNOVATION
Sarah Gordon, Director, Advisory Services and Nonprofit Investments, CENTER FOR FINANCIAL SERVICES INNOVATION
James Grabow, Chief Retail Partners Executive, FSV PAYMENT SYSTEMS
Richard Crone, CEO and Founder, CRONE CONSULTING LLC
Philip Keitel, Industry Specialist - Payment Cards Center, FEDERAL RESERVE BANK OF PHILADELPHIA
7:45 AM - 8:30 AM
Continental Breakfast
8:30 AM - 8:45 AM
Welcoming Remarks
Jennifer Tescher, President & CEO, CENTER FOR FINANCIAL SERVICES INNOVATION
8:45 AM - 9:30 AM
Can Financial Product Design Lead to Behavior Change?
Mark Jones, Lead for Service Design and Innovation, IDEO
9:30 AM - 10:15 AM
The Underbanked Are Online – Are You?
Rachel Schneider, Vice President, Innovation And Research, CENTER FOR FINANCIAL SERVICES INNOVATION
Will Tumulty, President, READY FINANCIAL GROUP
Kathy Boden Holland, Executive Vice President, URBAN TRUST BANK
10:15 AM - 10:45 AM
Networking and Refreshment Break in Expo Hall
10:45 AM - 11:45 AM
Financial Capability: Opportunities for Innovation
Jennifer Tescher, President & CEO, CENTER FOR FINANCIAL SERVICES INNOVATION
Amir Hemmat, CEO, SABERESPODER
Avinash Karnani, Lead Strategist, CHURNLESS
Brandee McHale, Director of Programs, CITI FOUNDATION
11:45 AM - 12:00 PM
Closing Remarks
Jennifer Tescher, President & CEO, CENTER FOR FINANCIAL SERVICES INNOVATION