Why Attend

About the Forum

The evidence is clear. 57% of Americans are struggling financially, and financial institutions, credit unions, technology innovators, and others have the power to meet their needs. Join us at EMERGE as we come together and put financial health strategies in motion to meet today’s consumer needs.

Follow Us: @CFSInnovation

"It's hard to help your customers improve their financial health. It's even harder when the people who are supposed to be helping them are struggling in the same way."
- Jennifer Tescher, President & CEO, CFSI

Who should attend

Bank and credit union VPs, Directors and Managers responsible for: 

  • Product development/management for credit, lending, deposits, savings, payments and cards
  • Channel and distribution
  • Marketing and customer segmentation
  • Customer experience
  • Corporate social responsibility, community outreach and CRA

 

Fintech leaders, from the largest technology organization to emerging start-ups including founders, CEOs, VPs, Directors and Managers responsible for: 

  • The financial services or banking vertical
  • New product development, innovation and market research
  • Business development, partnerships and alliances

 

Other financial services providers and stakeholders in consumer financial health including: 

  • Insurance providers or administrators of auto, home, disability and life insurance
  • Marketplace lenders
  • Student loan issuers and servicers
  • Alternative financial service providers
  • Non-profit organizations
  • Government policy makers
  • Social entrepreneurs

 

Past Speakers

Nandita Bakhshi
Bank of the West

Brett King
Moven

Kathryn Finney
digitalundivided

David Hoke
WalMart

Brian Walter
IBM

Hamed Shahbazi
TIO Networks

Stephen S. Hennigan
San Antonio Federal Credit Union

Douglas A. Fecher
Wright-Patt Credit Union

Manuel Sánchez
BBVA Compass

Dan Schulman
PayPal

Eldar Shafir
Princeton University

Lisa Servon
The New School

Raul Vazquez
Oportun

Jack Dorsey
Twitter

Greg D. Carmichael
Fifth Third Bank

Al Ko
Intuit

Robert D. Putnam
Harvard University

Len Laufer
JPMorgan Chase

Beth E. Mooney
KEYCORP

Rachel Van Noord
BECU

Chuck Harris
NetSpend, a TSYS Company

 

Past Attendees

4Finance

AARP Financial Foundation

AARP Services, Inc.

Access Bank LC

Accion Frontier Investments

Accion USA

Accion Venture Lab

Ace Cash Express Inc

Advance America

Advantage CCS

AEO

Alabama Cash Services

American Express

American Student Assistance

Artemis Strategy Group

Asset Funders Network

Avant

Axcess Financial

BAI

BALANCE

Bank of America

Bank of the West

BBVA Bancomer USA, Inc.

BBVA Compass

Best Buy

Bipartisan Policy Center

Bluestem Brands, Inc.

Brightpeak Financial

Brundage Management Company

Bryan Cave LLP

Callahan Media Services

Capital One

Catalyst Miami

Catholic Charities Fort Worth

CBC FCU

CBW Bank

Center for Consumer Recovery

Center for Economic Progress

Center for Responsible Lending

Check Center

Citi

Citizens Bank

City First Enterprises

Clarifi

Clarity Services, Inc.

ClearPoint Financial Solutions

Cleveland Housing Network

Coastal Federal Credit Union

Conexus Credit Union

consolidated credit

Consumer Action

Consumer Federation of America

Consumer Financial Protection Bureau

Consumer.org

Continental Advisors

Core Innovation Capital

Cornerstone Advisors, Inc.

Corporation for Enterprise Development (CFED)

Cottonwood Financial

Credit Shop Inc.

Credit Simple

CU24

Cumulus Funding LLC

CUNA Mutual Group

Data X

Digit

Dollar Bank

Dolphin Debit Access

Doorways to Dreams (D2D) Fund, Inc.

Dragnet Solutions, Inc.

Eagle Bank and Trust

EARN

Earnest

eBureau

Edgar, Dunn & Company

EFMA

Elevate

Enova International

Equifax

ESL Federal Credit Union

Essentia Financial Services

Evansville Teachers FCU

EverFi

Experian

FactorTrust

FDIC

Federal Reserve Bank of Atlanta

Federal Reserve Bank of Boston

Federal Reserve Bank of Dallas

Federal Reserve Bank of New York

Federal Reserve Bank of Philadelphia

Federal Reserve Bank of St Louis

Federal Reserve Board

Fenway Summer, LLC and FS Card, Inc.

FICO

Fifth Third Bank

Financial Guidance Center

Financial Hope Collaborative at Creighton University

First Data

First National Bank of Texas

FirstMerit Bank

FIS

Fishback Financial Corporation

FitFin

Florida Institute for Health Innovation

GDS Link

GfK

GlobeOne

Grameen America Inc

Green Dot Corporation

Guaranty Bank

H&R Block

Hancock & Whitney Banks

Harvard University

H-E-B

Hope Enterprise Corporation

HVFCU

ID Analytics

Ideas42

IDology

Infutor Data Solutions

Ingo Money

Innovations for Poverty Action

Intuit

Jackson Vaughn Public Strategies LLC

Jo Ann Barefoot Group, LLC

JPMorgan Chase & Co.

KeyBank

Kinecta Alternative Financial Services

Kroger Personal Finance

LendingClub

LendUp

LexisNexis

LGFCU

LogicFI

M&T BANK

Marlette Funding

Mas Efectivo

MasterCard

Meta Payment Systems

MetaBank

Mission Economic Development Agency

Mississippi Center for Justice

Momentum

MoneyGram International

Moneythink

MortgageKeeper Referral Services, Inc.

Moven

MPOWER Financing, Public Benefit Corporation

Mutual of Omaha

MyPath

NAACP

National Assembly

National Assocation for Latino Community Asset Builders

National Council of La Raza

National Credit Union Administration

National Disability Institute

National Endowment for Financial Education

National Human Services Assembly

National Student Clearinghouse

National Urban Leaque

NCP Finance

NCUA

Neighborhood Partnerships

Neighborhood Progress Inc.

Neighborhood Trust Financial Partners

NeighborWorks America

NetSpend

New Hampshire Community Loan Fund

New Market Partners

New York University

NewComLink

NexisCard

NH Community Loan Fund

O2 Consulting Inc

Office of the Comptroller of the Currency

Omidyar Network

Online Lenders Alliance

Oportun, formerly known as Progreso Financiero

Opportunity Alliance Nevada

Opportunity Finance Network

Patelco

Paul Hastings LLP

PayNearMe

Pay-O-Matic Corp.

PayPal

PayPerks

PayPoint

PLS

PointBank

Prepare+Prosper

Promontory Financial Group, LLC

Prosper Canada

Q-Cash Financial

QED Investors

 

Redstar Ventures

Redstone Federal Credit Union

Regional Management Corp

Regions Bank

Reinvestment Partners

ReverseVision

Rezzcard

RiteCheck

Rockefeller Philanthropy Advisors

Rural Dynamics Inc.

SACU

Santa Barbara Tax Products Group

Schwab Bank

Sears Holdings Corporation

SECU

SEFCU

SEIU

Self-Help Federal Credit Union

SelfScore, Inc

Slalom

Solutions for Progress

Speedy Cash Holdings Corp

Springleaf Financial Services

Strategic Link Consulting

Student Loan Hero

Sun Loan Company

SunTrust Bank

TaxACT

Tender Lomi Care

The Barri Financial Group

The Bureau of Fiscal Treasury

The Financial Clinic

The Ford Foundation

The Leadership Conference on Civil & Human Rights

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

The New Orleans Start Up Fund

The Pew Charitable Trusts

The Prosperity Agenda

The Resurrection Project

TIO Networks Corp.

TMG Financial Services

TransUnion

Treliant Risk Advisors

Unidos Financial Services, Inc.

United Heritage Credit Union

United Way Worldwide

University of Wisconsin-Madison

Urban Institute

Urban Partnership Bank

USPS OIG

Valid Systems

Vancity Savings

VantageScore Solutions

Visa

Vouch Financial Inc

Voya Financial

Wells Fargo

Western Union

Wipit, Inc.

W.K. Kellogg Foundation

Woodforest National Bank

WSECU

Xerox

Year Up – Providence

Zoot Enterprises