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Venue


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

Track: DEPOSITS TRACK

Thursday, June 10, 2010

1:30 PM - 2:15 PM
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

Financial institutions across the country are working hard to meet the short-term credit needs of their customers. In this in-depth session, get an up-close view of both the process and the product design behind KeyBank’s forthcoming Relationship Advance product. Learn how KeyBank was able to bring multiple divisions together to create a product with unique, customer-focused features that the market has not yet seen.

2:20 PM - 3:05 PM
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

As consumers recover from the debt hangover of the past decade, financial services providers are becoming more creative in helping customers cover their cash flow needs. By linking the concepts of savings and credit in unique ways, saving is becoming increasingly popular. In this session, hear from two innovative underbanked industry leaders who are helping customers borrow from themselves.

3:45 PM - 4:30 PM
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

Two programs have recently been initiated to promote savings among the underbanked: The City of New York's $aveNYC Account and D2D Fund’s "Prize-linked Savings" pilot in conjunction with credit unions in Michigan. Learn how these programs were structured, marketed, and distributed to consumers and how they produced tangible results and concrete solutions for promoting savings among low-income, underbanked consumers.

4:35 PM - 5:20 PM
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

In this dynamic venture investing session, learn how early growth-stage companies are leading the way in underbanked innovation. Watch and participate as several important savings and deposits innovators present their business before a panel of venture investors. The session is fast, interactive and invaluable to entrepreneurs, investors, corporate development professionals and prospective business partners.