Event Overview

Tracks

 

The New Consumer Opportunity

Embrace consumer-driven innovation and growth strategies.

Business Models that Work

Build business models, products and channels that make an impact.

FinHealth Frontiers

Explore new financial health horizons.

ONLINE REGISTRATION CLOSES TUES., 6/14/16 AT MIDNIGHT!

REGISTER NOW

BIG OPPORTUNITIES IN
FINANCIAL HEALTH

Banks, credit unions, other financial services providers and FinTech innovators will come together at EMERGE – to network, generate ideas and explore new financial services strategies to improve the bottom line and consumer financial health.

 

Why Attend

 

 

Networking

Connect with the who’s who in financial services. Participate in speed networking, real-time roundtables and evening receptions.

Innovation

Hear keynote speakers share breakthrough consumer financial health strategies. Visit the Innovation Hall to experience leading-edge solutions.

Big Ideas

Back by popular demand! Provocative thinkers will present their game-changing ideas in a rapid-fire format on the EMERGE stage.

Who Should Attend

 

 

Banks

Credit Unions

Other Financial Services Providers

FinTech Innovators



Driving the Future of Consumer Financial Health

Keynote Speakers

 

Greg Carmichael

CEO, Fifth Third Bancorp

Al Ko

Senior Vice President and General Manager, Consumer Ecosystem Group, Intuit

Robert D. Putnam

Malkin Professor of Public Policy at Harvard University,
and author of Our Kids: The American Dream in Crisis

Dan Schulman

President & CEO, PayPal

Featured Speakers

 

 

Rebecca Ahlers

Rebecca Ahlers

Managing Director, CFSI

Hector Arias

Hector Arias

BBVA Open Platform - Director of Product, BBVA

Todd H. Baker

Todd H. Baker

Managing Principal, Broadmoor Consulting, LLC

Jo Ann Barefoot

Jo Ann Barefoot

CEO, Jo Ann Barefoot Group, LLC

Michele Barlow

Michele Barlow

Enterprise Marketing & Channels Executive, Bank of America

 

Michael Barr

Michael Barr

Roy F. and Jean Humphrey Proffitt Professor of Law, University of Michigan Law School

Steve Bartlett

Steve Bartlett

Senior Advisor, Treliant Risk Advisors

John Beccia

John Beccia

General Counsel & Chief Compliance Officer, Circle

Kristen Berman

Kristen Berman

Co-Founder, Common Cents Lab

Norman Bliss

Norman Bliss

SVP, Director of Community Development, KeyBank

 

Nick Bourke

Nick Bourke

Director of the Small-Dollar Loans Project, The Pew Charitable Trusts

Beth Brockland

Beth Brockland

Managing Director, CFSI

Xavier de Souza Briggs

Xavier de Souza Briggs

Vice President, Economic Opportunity and Markets, Ford Foundation

Claire Burns

Claire Burns

Senior Vice President and Global Head of Marketing Strategy, MetLife

Thomas Carpenter

Thomas Carpenter

VP, Retail Product Development, Fifth Third Bank

 

Kirk Chartier

Kirk Chartier

Chief Marketing Officer, Enova International

Arjuna Costa

Arjuna Costa

Partner, Omidyar Network

Harry Dalessio

Harry Dalessio

SVP, Sales and Strategic Relationships, Prudential Retirement, Prudential

Dickson Chu

Dickson Chu

EVP Corporate Strategy & Development, Ingo Money

Cassie Divine

Cassie Divine

Business Operations Leader, Self-Employed Solutions, Intuit

 

David Edelstein

David Edelstein

Senior Advisor, Caribou Digital

Susan Ehrlich

Susan Ehrlich

Board Chair, CFSI

Ryan Falvey

Ryan Falvey

Managing Director, CFSI

Jeffrey Feinstein, PhD

Jeffrey Feinstein, PhD

Sr. Director of Analytic Strategy, LexisNexis Risk Solutions

Timothy Flacke

Timothy Flacke

Executive Director, Doorways to Dreams (D2D) Fund, Inc.

 

Tom Feltner

Tom Feltner

Director of Financial Services, Consumer Federation of America

Amy Friend

Amy Friend

Senior Deputy Comptroller and Chief Counsel, Office of the Comptroller of the Currency (OCC)

Sarah Gordon

Sarah Gordon

Vice President, CFSI

Kate Hao

Kate Hao

Founder/CEO, Happy Mango Inc.

Allison Harris

Allison Harris

Early Stage Credit Product Manager, Wells Fargo

 

Olivier Helleboid

Olivier Helleboid

VP Product & Engineering, Financial Data Services, Intuit

Jeanne Hogarth

Jeanne Hogarth

Vice President, CFSI

Alison Holt

Alison Holt

SVP, Head of Now Banking, Regions Bank

Sue Kelsey

Sue Kelsey

Group Head, Global Prepaid Product Management, MasterCard

Dave Kim

Dave Kim

Program Officer, Financial Services for the Poor, Bill & Melinda Gates Foundation

 

Dr. Roderick King MD, MPH

Dr. Roderick King MD, MPH

CEO, Florida Institute for Health Innovation

Sohrab Kohli

Sohrab Kohli

Senior Associate, CFSI

Jim LeBlanc

Jim LeBlanc

President/CEO, Volunteers of America Greater New Orleans

Rob Levy

Rob Levy

Managing Director, CFSI

Christine C. Marcks

Christine C. Marcks

President, Prudential Retirement, Prudential

 

Nick Maynard

Nick Maynard

Senior Innovation Director, Doorways to Dreams (D2D) Fund

Robert Meloche

Robert Meloche

Senior Director, Global Financial Inclusion, Visa, Inc.

Richard Melville

Richard Melville

Group Editorial Director, Banking & Capital Markets, SourceMedia

Ben Milne

Ben Milne

CEO, Dwolla

Keith Moore

Keith Moore

CEO, CoverHound

 

Richard Neiman

Richard Neiman

Head of Regulatory and Government Affairs, Lending Club

Jerry Nemorin

Jerry Nemorin

Founder and CEO, LendStreet

Dan O'Malley

Dan O'Malley

Chief Digital Officer, Eastern Labs

Jason Oxman

Jason Oxman

CEO, Electronic Transactions Association

Vince Passione

Vince Passione

CEO & Co-Founder, LendKey Technologies, Inc.

 

Tina M. Petersen, Ph.D.

Tina M. Petersen, Ph.D.

Director, Product Development, First National Bank of Omaha

Vijay Padmanabhan

Vijay Padmanabhan

Policy Advisor, Global Product Policy, Google

Ram Palaniappan

Ram Palaniappan

President, Activehours

Aracely Panameno

Aracely Panameno

Director of Latino Affairs, Center for Responsible Lending (CRL)

Kelly Peeler

Kelly Peeler

Founder and CEO, NextGenVest

 

Andrew D. Plepler

Andrew D. Plepler

Environmental, Social and Governance Executive, Bank of America

David Porteous

David Porteous

CEO, BFA (Bankable Frontier Associates)

Colleen Poynton

Colleen Poynton

Vice President, Core Innovation Capital

Dan Quan

Dan Quan

Senior Advisor to the Director, U.S. Consumer Financial Protection Bureau

Jennifer Rademaker

Jennifer Rademaker

SVP/Group Executive US Market Customer Delivery, MasterCard

 

Ken Rees

Ken Rees

CEO, Elevate

Steve Rice

Steve Rice

Executive Vice President, Financial Education, EverFi

Philip Rowan

Philip Rowan

International Lead, Project Innovate, Financial Conduct Authority

Bobbie Salgado

Bobbie Salgado

Director - CRA Strategy & Operations Director, Union Bank

Benjamin Sanders

Benjamin Sanders

Co-Founder, Clearbanc

 

Lauren Saunders

Lauren Saunders

Associate Director, National Consumer Law Center

Michael Schlein

Michael Schlein

President and CEO, Accion

Theresa Schmall

Theresa Schmall

Associate, CFSI

Rachel Schneider

Rachel Schneider

Senior Vice President, CFSI

Arjan Schutte

Arjan Schutte

Founder, Core

 

Donald F. Schwarz

Donald F. Schwarz

Vice President, Program, Robert Wood Johnson Foundation

Lisa Servon

Lisa Servon

Professor, Milano School of International Affairs, Management and Urban Policy, The New School

Adam Shapiro

Adam Shapiro

Chief Control Officer, BBVA Open Platform

Josh Sledge

Josh Sledge

Director, CFSI

Aaron Smith

Aaron Smith

Senior Strategic Advisor & Co-Founder, Young Invincibles

 

Alex Sion

Alex Sion

Co-Founder and President, US Consumer, Moven

Joanna Smith-Ramani

Joanna Smith-Ramani

Associate Director, Aspen Institute Financial Security Program

Evelyn Stark

Evelyn Stark

Assistant Vice President for Financial Inclusion, MetLife Foundation

Corey Stone

Corey Stone

Assistant Director, Credit Information Markets, Consumer Financial Protection Bureau

Steve Streit

Steve Streit

Chairman and CEO, Green Dot Corporation

 

Aron Szapiro

Aron Szapiro

Policy and Finance Expert, HelloWallet/Morningstar

Jennifer Tescher

Jennifer Tescher

President & CEO, CFSI

Molly Thiel

Molly Thiel

EVP, Retail Banking, Guaranty Bank/Best Bank

John Thompson

John Thompson

Senior Vice President, CFSI

Whitney Stewart

Whitney Stewart

Senior Vice President, Product Management, ePayments/ Digital Banking, Fiserv

 

Rachel Van Noord

Rachel Van Noord

Director, Community Outreach, BECU

Kevin Wack

Kevin Wack

Consumer Finance Reporter, American Banker

Pearl Wicks

Pearl Wicks

Senior Vice President, Retail Operations, Hope Credit Union

Jocelyn Wyatt

Jocelyn Wyatt

Executive Director, IDEO.org

Steve Zuckerman

Steve Zuckerman

President, Self-Help Federal Credit Union

 



Schedule at a Glance

 

 

June 15

8:00 a.m. Registration Opens
8:30 a.m. Pre-Forum Workshops

  • 8:30 a.m FinX
  • 12:30 p.m. Policy Connect Luncheon
  • 2:00 p.m. Financial Health 101
3:30 EMERGE Forum: Welcome and Keynote Presentation
3:30 Mainstage Panel and Presentations
5:45 p.m. EMERGE Forum: Reception in Innovation Hall

June 16

7:00 a.m. Registration Opens
7:15 a.m. Speed Networking Coffee Hour
8:15 a.m. Keynotes and Mainstage Panels
11:30 a.m. Breakout Sessions
12:30 p.m. Innovation Lunches and Dessert
2:00 p.m. Breakout Sessions
4:15 p.m. Real-Time Roundtable Pitches
4:30 p.m. Financial Solutions Lab Announcement
4:50 p.m. Mainstage Panels
5:35 p.m. Evening Networking Reception

June 17

7:00 a.m. Registration Opens
8:00 a.m. Innovation Hall Breakfast
8:00 a.m. Real-Time Roundtables
8:45 a.m. Keynote Presentation
9:35 a.m. Big Ideas Presentations
9:50 a.m. Mainstage Panels
11:35 a.m. Point/Counterpoint Panel
12:20 p.m. EMERGE Forum Ends



Plan Your Stay

 

 


Make plans today to attend the EMERGE Forum, June 15-17, 2016, in New Orleans.

A block of rooms has been reserved exclusively for EMERGE Forum attendees at the Roosevelt New Orleans, A Waldorf Astoria Hotel. Click here for booking information.


FAQS

 

 

What is the focus of EMERGE: Consumer Financial Health Forum?

Banks, credit unions, other financial services providers, and FinTech innovators will come together at EMERGE – to network, generate ideas and explore new financial services strategies to improve the bottom line and consumer financial health.

Who are the creators of the event?

EMERGE: Consumer Financial Health Forum is brought to you by American Banker and the Center for Financial Services Innovation (CFSI).

When and where?

EMERGE: Consumer Financial Health Forum will be held June 15-17, 2016 in New Orleans, Louisiana, at The Roosevelt New Orleans, A Waldorf Astoria Hotel.

How can I register to attend?

Want to talk to a real person? Call Ingrid Olsen at (212) 803-8456 or Megan Downey at (212) 803-6092. Want to do it online? Click here

Whom do I contact about sponsorship?

For information about sponsoring or exhibiting at EMERGE: Consumer Financial Health Forum, please contact Meghan Rath at (212) 803-6074 or meghan.rath@sourcemedia.com.

Whom do I contact about speaking?

Please reach out to Katherine Kane at 503-477-9243 or kkane@cfsinnovation.com.

June 15-17, 2016, New Orleans, LA

 

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