SCHEDULE

Farah Manjiyani, Associate, Financial Health Network
Brett King, Bestselling Author, Founder and Executive Chairman, Moven
Omer Ismail, Head of US Consumer Business, Goldman Sachs
Atticus LeBlanc, Founder and Chief Executive Officer, PadSplit
Jennifer Tescher, President and Chief Executive Officer, Financial Health Network
Sallie Krawcheck, Chief Executive Officer and Co-founder, Ellevest
Bulbul Gupta, President and Chief Executive Officer, Pacific Community Ventures
Peter Gross, Head of Customer Engagement - Emerging Customers, AXA
Caroline Ratcliffe, Senior Economist, Consumer Financial Protection Bureau
Michelle S. Jones, Chief Development Officer, Money Management International
Scott Rotermund, Co-Founder/Chief Growth Officer, Welltok
Dagmar van der Plas, Sustainability Manager – Financial Health Lead and Lead of the Think Forward Initiative, ING
Ahmed Dermish, Lead Specialist, Policy and Government Advocacy, UNCDF
Sarah Willis, Director, MetLife Foundation
Karen Biddle Andres, Director, Policy and Market Solutions, The Aspen Institute Financial Security Program
Matthew Blakstad, Director, Nest Insight (UK)
Katie Selenski, Executive Director, CalSavers
Mo Khalil, General Manager – Financial Wellbeing, Commonwealth Bank of Australia
Harsha Puvvada, Co-Founder, MedPut
Margaret M. Keane, Chief Executive Officer, Synchrony
Tuesday, May 05
Wednesday, May 06
Thursday, May 07
FILTER

Tuesday, May 05

8:00 AM - 12:00 PM

Pre-Conference Session

FinX: An Experiential Workshop

Price: $299
FinX is an experiential learning activity that goes beyond classroom learning to provide a deeper understanding of the financial decisions that struggling consumers face daily.

10:00 AM - 12:00 PM

Pre-Conference Session

Just in from Washington: Financial Health Policy Update

Price: $99
How are policymakers responding to the latest innovations in financial health? Join us for a conversation about recent policy developments in data, payments, and banking that could impact your own business’ plans.

10:30 AM - 1:30 PM

Member Exclusive

Nonprofit-Fintech Exchange Interest Group Meeting

The Nonprofit-Fintech Exchange is a marketplace for interested nonprofit and fintech providers to explore collaboration and swap insights on building high-impact partnerships. 

Financial Health Network Members can RSVP for this session when they register for EMERGE. Not a Member? RSVP for the Exchange meeting by emailing exchange@finhealthnetwork.org.

12:00 PM - 1:30 PM

LunchPre-Conference Session

Innovation Starts with the Customer: Hear Directly from Non-Prime Consumers

Price: $129

Hear directly from a panel of credit-challenged Americans on the economic realities that come with a low credit score and their efforts to rebuild their credit. Sponsored by Elevate.

2:00 PM - 2:20 PM

2:20 PM - 2:50 PM

Keynote

The Rise of Techno-socialism

Revolutionary new technologies are transforming virtually every aspect of our lives, including financial health. Join Brett as he discusses:

  • How technology is changing consumer behaviors and shaping the future of financial services
  • The latest trends that are redefining financial services and impacting financial health
  • The role of technology in the journey to financial health

2:50 PM - 3:00 PM

Big Idea

Big Idea

3:00 PM - 3:30 PM

Networking

Networking Break

3:35 PM - 3:45 PM

Big Idea

Big Idea

3:50 PM - 4:30 PM

Building a Financial Health Foundation for Your Business

Join leaders who are leveraging financial health strategies to build or improve their business models as they share learnings, successes, and challenges.

4:30 PM - 5:00 PM

Keynote

Keynote Address

5:00 PM - 6:30 PM

6:30 PM - 9:00 PM

Wednesday, May 06

7:30 AM - 8:30 AM

8:30 AM - 9:00 AM

Keynote

Keynote Address

9:05 AM - 9:45 AM

The Oxygen Mask Effect: Creating a Workplace Culture of Financial Health

Join industry leaders as they discuss how employer financial health trends are shaping the future of benefits design, as well as initiatives within their organizations to improve the financial lives of workers.

9:50 AM - 10:45 AM

10:45 AM - 11:15 AM

11:15 AM - 12:30 PM

Track 1

What’s a ‘Good’ Job?: Worker Financial Health in the New Economy

Hear from organizations working to find new ways of measuring job quality, while exploring how financial health is becoming key to providing “good” jobs in the 21st century.

Track 2

Fresh Takes: Putting Retronovation to Work

Learn how new digital tools are using cutting-edge technology to foster classic finhealth behavior, enabling consumers to budget better, cap revolving debt, and build savings.

Track 3

The Financial Ripple Effects of Climate Change

How can financial service providers and other stakeholders help consumers prepare for and recover from the financial impact of climate change, now and in the years to come? 

12:30 PM - 1:00 PM

1:00 PM - 2:15 PM

2:15 PM - 2:30 PM

2:30 PM - 3:45 PM

Track 1

Health and Wealth in the Workplace

Join us as we discuss the connections between the physical, mental, and financial well-being of workers and how employers can develop holistic initiatives to support the entire worker.

Track 2

Building Resilience: New Approaches to Emergency Savings

Americans are finding it increasingly hard to cushion themselves against income volatility and financial shocks. Hear how new players and strategies are emerging to tackle America’s major savings challenge.

Track 3

Sizing Up Financial Health: Global Measurement and Improvement

Join us for a lively discussion with innovative companies measuring and improving the financial well-being of customers, employees, and communities around the globe.

3:45 PM - 4:15 PM

4:15 PM - 5:30 PM

Track 1

Retirement Revolution: Why America’s Original Financial Health Benefit Is New Again

Workplace retirement savings are evolving – fast. Explore how innovations are transforming the traditional 401(k), making it the hottest new financial health benefit around.

Track 2

Opportunities and Risks in Alternative Credit Data

How is the use of nontraditional data creating new opportunities and risks for consumers? Join us to explore the state of alternative credit data and how it can improve consumer financial health.

Track 3

Beyond Measurement: Proven Financial Health Solutions

Learn which products and services are moving the needle on financial health from companies who have measured their impact on customer financial well-being.

5:30 PM - 6:45 PM

6:45 PM - 10:00 PM

DinnerMember Exclusive

Member-Only Financial Health Network Dinner

Join fellow Members at our exclusive dinner at the World of Coca-Cola for great good, “effervescent” conversation, and shared discoveries.

Thursday, May 07

8:00 AM - 9:00 AM

9:00 AM - 9:30 AM

Keynote

Keynote Address

9:30 AM - 10:15 AM

10:15 AM - 10:30 AM

11:00 AM - 1:00 PM

Member Exclusive

Small Group Meetings

Join a member-exclusive small group meeting for targeted discussions and peer learning on topics that matter most to your organization. Lunch is included. During this session, you can pick from one of the six groups below to attend:

  • Policy and Innovation Interest Group
  • Orienting Around Financial Health Interest Group
  • Short-Term Savings Interest Group
  • Credit Innovations Interest Group
  • Retirement Savings Interest Group
  • Workplace Financial Health Interest Group

11:30 AM - 3:00 PM

Member Exclusive

Financial Health Leaders Working Group Meeting

Invitation Only –  Attendance at this meeting is reserved exclusively for 2020 Financial Health Leaders.

1:00 PM - 1:30 PM

Member Exclusive

Networking Break

1:30 PM - 3:00 PM

Member Exclusive

Consumer Data Rights Working Group Meeting

Join this member-exclusive small group meeting for targeted discussions and peer learning on topics that matter most to your organization.