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Videos

Browse Recorded Content

Access videos and video series, like the recently released AARP Foundation Video Series: Financial Lives After 50: Rethinking the Golden Years.

All Videos & Instant Access Event Recordings

23 Jun 2021 1:00 PM - 3:00 PM CT

Solutions

Learn what works with insights from industry experts on the types of financial health support consumers want and need from their financial institutions.

Session
23 Jun 2021 1:00 PM - 3:00 PM CT

Performance

In this session, hear perspectives from other companies already measuring financial health – the tools they use, and the ways they turn the data into action and impact.

Session
23 Jun 2021 1:00 PM - 3:00 PM CT

Infrastructure

In this session, learn what to consider when deploying resources at your organization, with insights from companies with unique approaches to building financial health infrastructure.

Session
23 Jun 2021 1:00 PM - 3:00 PM CT

Vision

Join us to hear how financial industry leaders have secured stakeholder buy-in to build financial health strategies, ensured employees understand and can rally behind a shared finhealth vision, and integrated financial health as part of their organizational culture.

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BlackRock’s Emergency Savings Initiative: An Ecosystem Approach to Partnerships

BlackRock’s commitment to financial well-being has sparked a series of cross-sector partnerships focused on making emergency savings more accessible for low-to-moderate income households. Join Claire Chamberlain, Managing Director of Social Impact at BlackRock, for a deep dive on BlackRock’s flagship philanthropic program and a closer look at their partner-centric approach to proving what is possible and advocating for what it’ll take to shift the entire system.

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Bank-Fintech Partnership Powers Financial Health

Join Rochelle Gorey, CEO and Co-Founder of SpringFour, and Ben Schack, Head of U.S. Digital Partnerships for BMO Financial Group, as they discuss their innovative financial health partnership. Learn how this award-winning social impact fintech and multinational bank teamed up to solve problems and deliver assistance for customers through the pandemic and beyond. Discover the impact of their efforts on their employees and brands, and consider tips for successful fintech-bank partnerships.

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Our 2021 Visionary Award: The Role of Leadership in Global FinHealth

Joined by our inaugural recipient Dan Schulman, President and CEO, PayPal, Jennifer Tescher, President and CEO, Financial Health Network, and the 2021 honoree, Her Majesty Queen Máxima of the Netherlands, United Nations Secretary-General’s Special Advocate for Inclusive Finance for Development, the discussion will include opportunities to ask questions about the role of leadership in advancing the mission and vision of financial health on a global scale.

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JPMorgan Chase’s $30 Billion Racial Equity Initiative

JPMorgan Chase & Co. has committed a groundbreaking $30 billion to providing economic opportunities for underserved communities, especially Black and Latinx communities, over the next five years. This spotlight provides context for how JPMorgan Chase & Co. approaches impact at the local level, how it has integrated financial health, as a key pillar to this work, and how it is holding itself accountable to help reduce the racial wealth gap.

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Bank of America’s Essential Solutions for Financial Health

Join us for a conversation with D. Steve Boland, President of Retail and Christine Channels, Head of Community Banking and Client Protection as they discuss how they build and implement solutions like Bank of America Advantage SafeBalance™, Keep the Change®, and their Bank of America Secured Card offering, and how they are tracking and evaluating these products’ impact on customer Financial Health.

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Rising to Meet The Challenge: Innovative Solutions for Workers and Students

Join us to learn how these innovators responded to the challenge, found ways to scale their offerings to meet the pressing financial health needs of the moment, and forged pathways to drive impact post-pandemic. We’ll also introduce attendees to the Financial Solutions Lab Accelerator’s new cohort of fintech startups, as we explore innovations that are helping consumers to build financial resilience and long-term stability.

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Oportun Card: Advancing Economic Equity Through Financial Inclusion

Since 2005, Oportun has leveraged AI-powered models and billions of unique data points to extend more than 4 million loans and $10 billion in affordable credit. This inclusive approach has allowed nearly 1 million customers to establish their credit histories. Find out how this deep commitment to understanding customer financial needs led to a new solution for managing income volatility and covering unexpected expenses – the 2020 launch of the Oportun® Visa® credit card.

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Capital One’s Affordable Housing Initiative: Bolstering the Financial Health of Underserved Communities

Desiree Francis, Head of Community Finance, will use this spotlight to explain the connection between affordable housing and financial health and how Capital One’s Digital Access (CODA) program pilot intends to improve the financial health of residents living in affordable properties the bank has financed by providing high speed digital access, devices, and digital education to families across the country.

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09 Jun 2021

The Disparate Impacts of COVID-19 on Women

In this session, a panel of experts will discuss how the cascading economic consequences of the pandemic are reversing years of progress in workplace equity, and may have long-term implications for women's financial lives for years to come.

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Integrating FinHealth Into Your Company’s DNA

Learn how and why LendingClub made the strategic pivot to prioritize financial health in all of its products and services, how it transformed into a “financial health brand,” and how it’s tracking financial health impacts across its user base to measure success. Walk away with insights to transform your own organization’s financial health business strategy.

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Who’s Leading Our FinHealth Future?

Systems, industries, organizations, and leaders are all rising to the challenge and opportunity to make financial health the lens through which we emerge from the pandemic better than before. Financial health must be more than a program or a promise if we are to meet the moment we’re in. It must become a movement, and the movement needs leaders who are accountable to its outcomes.

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21 Jun 2018

2018 Visionary Award

The Financial Health Visionary Award recognizes individuals who have shown unparalleled leadership in building a more accessible and inclusive financial system, and who seek to continue to inspire and encourage the next generation of leaders to innovate new solutions for the financially underserved. PayPal President and CEO Dan Schulman was the recipient of the inaugural award in 2018 for his commitment to transforming financial services to make life easier for billions of people around the world via the PayPal platform and network.

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08 Apr 2021

Ask the Experts: Day 2 Interactive Roundtable and Closing Remarks

Join some of the experts from our amazing Day 2 lineup for an interactive roundtable on workplace financial health. As audience members, you will drive the conversation. Our experts will respond to your follow-up questions on prior sessions or any other pressing workplace finhealth topics on your mind.

Session
07 Apr 2021

Ask the Experts: Day 1 Interactive Roundtable and Closing Remarks

Join some of the experts from our amazing Day 1 lineup for an interactive roundtable on workplace financial health. As audience members, you will drive the conversation. Our experts will respond to your follow-up questions on prior sessions or any other pressing workplace finhealth topics on your mind.

Session
08 Apr 2021

FinHealth on Main Street: Small Business Workplace Innovation

Even with limited scale and resources, small and mid-sized businesses can still empower the financial health of their employees. Join a conversation with nonprofit social enterprise and community development financial institution, Pacific Community Ventures, about tools and opportunities for workplace finhealth innovation.

Session
08 Apr 2021

Driving Equitable Financial Health Outcomes

Has your company considered how diversity, equity, and inclusion (DEI) commitments apply to employee financial health outcomes? Learn how HR and DEI leaders are furthering equitable outcomes by applying a DEI lens to their employee finhealth initiatives.

Session
08 Apr 2021

How Comcast Built an HR Innovation Hub

Comcast takes a proactive approach to driving innovation through HR. In this session, learn how they’re using data, employee personas, and a “test-and-learn” culture to create a hub of innovation within the business.

Session
07 Apr 2021

Using Data to Design Workplace FinHealth Solutions

Understanding the needs of your employees is the first step in creating effective employee financial health programs. Learn how Humana built its Wellbeing Snapshot to provide leaders with a 360-degree view of associate well-being and how the firm uses that data to inform the design of its financial health programs.

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Equity Compensation: A Path to Employee Financial Wellness

Employers are increasingly looking at equity compensation programs as a way to promote employee financial wellness. How can equity compensation strategy influence holistic employee financial health in a post-COVID world? Morgan Stanley at Work's Rodney Bolden and Andrew Lendnal discuss this important topic in an exclusive EMERGE Workplace video.

Video
07 Apr 2021

EMERGE Workplace Day 1

Day One of EMERGE Workplace brings leading experts and HR practitioners to share their experiences designing finhealth solutions that effectively address a wide range of employee needs and business goals.

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Inclusion and Advocacy: Closing the Wealth Gap

Join us as representatives of Fifth Third Bank and the National Urban League discuss their efforts to remove barriers to equity, and how Fifth Third is working to close the income gap through innovative financial empowerment tools to improve financial health for all.

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The Financial Lives of Young Adults: Exploring Disparities by Race and Ethnicity

Despite being the most diverse group in the nation’s history, today’s young adults are often viewed as a monolithic group. A detailed look at their financial health tells a different story, however. Join us to explore key findings from the recently released report “Race, Ethnicity, and the Financial Lives of Young Adults,” along with solutions that can dismantle systemic barriers and improve financial health for all. 

Video
20 Oct 2020

Finding Out What Works

How do companies supporting the financial health of their customers and employees know which interventions are most effective? Here, we explore how a behavioral team operates within a financial services company to develop insights to create effective financial health solutions.

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The Road to Relief: Economic Recovery in Financially Vulnerable Communities

While the COVID-19 pandemic has heightened awareness of the financial hardships millions of Americans now face, the economic impact has been disproportionately felt by some communities more than others. Discover innovative solutions nonprofits are developing and deploying to support the financial recovery of immigrants, people with disabilities, and other vulnerable populations during this time of crisis and beyond.

Video
21 Oct 2020

Measurement for Underserved Populations

How we cut and evaluate data matters. What are the right questions to ask and demographics to examine? Join us for a discussion on how to use measurement to highlight the financial health gaps and needs of underserved populations.

Session
21 Oct 2020

Tools to Measure Financial Health

Measuring financial health doesn’t have to be complicated or time-consuming to be effective. Hear about a new product from the Financial Health Network that makes it easier than ever to understand where your customers are succeeding and struggling financially.

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21 Oct 2020

Unlocking Insights from Customer Data

We have more data about our customers’ financial lives than ever before, but how do we use these insights to understand and support their financial health? Our experts dive into how to unlock insights from customer data to understand pain points, build solutions, and improve their financial outcomes.

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Financial Health in a Pandemic

How has the economic fallout from COVID-19 disproportionately impacted the financial health of different groups of people in America? In this conversation with Urban Institute CEO Sarah Rosen Wartell, we take a deep dive into the pandemic’s impact on financial health.

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