Speaker Resource Center

We look forward to hosting you at EMERGE: Financial Health Forum! This page will be your resource for all things related to your speaking engagement at EMERGE.

Your Speaking Engagement


If you have any questions or comments regarding your engagement, please reach out to our Speaker Concierge:

Mesha Bailey
Associate, Events
Center for Financial Services Innovation (CFSI)
Office: (312) 881-5874
Email: mbailey@cfsinnovation.org


March 2019 – Speaker prep calls are scheduled
Monday, April 19, 2019 – All speaker PowerPoint Presentations and AV requests due – presentations should be designed in widescreen (16:9) aspect ratio.
May 14-16, 2019 – EMERGE: Financial Health Forum

The Fairmont Scottsdale is currently sold out of both their inventory and our discounted room rate. The following hotels are either a walk or short drive to the conference hotel:

Holiday Inn Club Vacations Scottsdale Resort
5 min walk to Fairmont

Residence Inn Scottsdale North
6 min drive to Fairmont

Courtyard Scottsdale North
7 min drive to Fairmont


Speakers receive complimentary registration to EMERGE. Please complete your registration at your earliest convenience to confirm your speaking engagement. Through this process, you will be asked to submit a headshot, a bio of 100 words or less, and to agree to our speaker release agreement.


Once you’ve completed your registration we will begin marketing you as an EMERGE forum speaker. If you are interested in participating in any content marketing please indicate this during registration.


All speakers are responsible for reserving their travel. Please visit our travel page for additional information.

Forum Theme

The theme for EMERGE 2019 is Trust, Tech, and Transparency: Building strong relationships with your customers, employees, and communities starts with earning their trust. A decade after the Great Recession, organizations are recognizing that establishing trust goes far beyond their reputation – it requires investing in the well-being of those they serve. While new technologies offer tremendous opportunities to improve transparency and customer service, many businesses are still figuring out how to use these tools to strengthen the financial health of their stakeholders.

We encourage all speakers to reflect on this theme when designing your presentation.

Presentation Design

Please use the EMERGE Powerpoint template to create your presentations.


We expect over 800 attendees to attend EMERGE this year. Historically, over half of the audience is a director level or higher and is a mix of banks, credit unions, fintech, nonprofits, government, and more. If you would like more detailed audience information to help you tailor your presentation, please reach out to Mesha Bailey.

Top Ten Speaker Tips

We want your session to be the most engaging one at the forum! To help you get there, we present ten presentation tips for crafting innovative sessions.

1. Don’t read your slides. Ever.
Slides should be image driven and play a supporting role to what you are saying. The audience wants to hear from you, so keep your slides short.

2. Slides are not mandatory.
Do not feel obligated to have slides. We will have an image or stage set behind you if there is no deck.

3. Think outside the box.
Keep panels interesting. Feel free to move around, use props, play a game, interact with the audience. Our forum mobile app is a huge resource for interacting with the audience. Let us know if you would like to use a poll or pose a question. Contact Mesha Bailey with any ideas and we’ll work with you to make it happen.

4. Be energetic.
The best way to keep the energy alive in the audience is to keep the energy alive on stage. Grab a coffee or energy drink and get yourself excited.

5. Own the stage.
We put that whole stage up there just for you! So make it your own. You can walk around, request the chairs a certain way, or bring props. Do what makes you comfortable, but feel free to use the entire stage.

6. Opposites attract.
Panels with some healthy controversy make the stage exciting. Don’t be afraid to disagree with your fellow speakers and speak up.

7. Be punctual.
This forum is fast-paced and runs like a tight ship. Please be respectful of your fellow speakers and help us start and end on time. Arrive to your session at least 20 minutes early to meet your fellow speakers, grab a bottle of water, and get a microphone. On stage, you’ll find a countdown clock and confidence monitor to help with your presentation.

8. Dress comfortably.
We want you to be the best speaker you can be and we know that dressing comfortably plays a role in that. We have no dress code for speakers or attendees! Extra things to consider: comfortable shoes if you plan to stand or skip the skirts if you sit on a stool.

9. Calm your nerves.
There is a speaker ready room you can use as a quiet spot to prep before you go on stage. We’ll have a confidence monitor in front of the mainstage so you can see your slides right there in front of you. During forum downtime, when the mainstage is not in use, we are available to let you do a walk through of the stage, practice your presentation, and get comfortable. Water bottles will be available on stage to help keep your throat clear.

10. External resources for creating dynamic presentations

Past Speakers

Michael C. Bush
Great Place to Work

Kai Ryssdal

Jacqueline Reses
Square Inc.

Harry West

Naveen Agarwal
Prudential Financial

Lara Penin
Parsons, The New School

Adrienne Harris
States Title, Inc.

Nandita Bakhshi
Bank of the West

Brett King

Kathryn Finney

David Hoke

Brian Walter

Hamed Shahbazi
TIO Networks

Stephen S. Hennigan
Credit Human

Douglas A. Fecher
Wright-Patt Credit Union

Manuel Sánchez
BBVA Compass

Dan Schulman

Eldar Shafir
Princeton University

Lisa Servon
The New School

Raul Vazquez

Jack Dorsey

Greg D. Carmichael
Fifth Third Bank

Al Ko

Robert D. Putnam
Harvard University

Len Laufer
JPMorgan Chase

Beth E. Mooney

Rachel Van Noord

Chuck Harris
NetSpend, a TSYS Company