Emerge Insights 2023 | Financial Health Network | 26 September 2023 | Loews Philadelphia Hotel, 1200 Market St, Philadelphia, PA 19107, USA

Against a backdrop of economic uncertainty and a historic finhealth decline, creating lasting change for our customers, employees, and communities requires all of us to do our part. It is the place for finhealth leaders across sectors to join together, identify urgent needs, and prepare to do their best work yet.

Why Attend?
This year, this event will take place in person for the first time – giving you the chance to swap strategies with like-minded advocates as we pave the way forward on finhealth together.
• Assess Challenges - Dig into finhealth trends for Americans overall and key demographic groups, with analysis from the new Financial Health Pulse® and FinHealth Spend surveys.
• Explore What Works - Get a firsthand look from industry colleagues at products, policies, and programs that are effective and worth doubling down on.
• Create a Game Plan - Discover ways you can apply best practices in your space, and coordinate with others working on financial health in adjacent fields.
• Make Your Move - Come away from EMERGE Insights ready to take action with your team as part of a movement-wide effort to advance financial health.

Who Attends?
It brings together champions from every corner of the financial health ecosystem to collaborate and take decisive action. This year’s event is designed to benefit leaders working in various fields, including:
• Financial services and fintech
• Workplace and human resources
• Policy and government relations
• Research and academia
• Environmental, social, and governance (ESG) and corporate social responsibility (CSR)

2023 Speakers

PANELISTS:

Yasmine Anavi
Executive Vice President of Business Development and Strategic Partnerships, SpringFour

Dr. Adanna Chukwuma
Senior Director, Global Impact Measurement, Visa

Eric M. Fiala
Executive Vice President, Head of Corporate Responsibility & Community Relations, and CEO, KeyBank Foundation

Eric Jamison
Head of Product – Banking and Technology, Envestnet D&A

Carlos Lopez
Lead Analyst of Corporate Strategy, Jack Henry

MODERATORS:

Lindsay Ferguson
Senior Client Success Manager, Financial Health Network

Adeeb Mahmud
Chief Program Officer, Financial Health Network

Jo Christine Miles
Director, Principal Foundation & Principal Community Relations

Marisa Walster
Vice President, Financial Services Solutions, Financial Health Network

Shelby Williams
Senior Product Manager, Visa Inc.

Casey Bell
Chief Impact Officer, Pacific Community Ventures

Mariama Jalloh-Heyward
Program Director, Alliance for Innovative Regulation (AIR)

Kate Griffin
Director of Programs, Aspen Institute Financial Security Program

Stella Klemperer
Director of Strategy & Insights, Flourish Ventures

SPEAKERS:

Kennan Cepa
Senior Manager, Policy & Research, Financial Health Network

Ashley Hannon
Director, Membership Operations, Financial Health Network

Janis Bowdler
Counselor for Racial Equity, United States Department of the Treasury

Jennifer Tescher
President and Chief Executive Officer, Financial Health Network

Tracy Almquist
Senior Brand Marketing Manager, Jack Henry

Tahira Dosani
Managing Partner, ResilienceVC

Arthur Tsirtsakis
Managing Director, Advanced Client Solutions & Sales Performance Executive, Bank of America

Venky Kulkarni
Co-Founder & Chair, QUBER

Trevor Rozier-Byrd
Founder & CEO, Stackwell

Amanda Verstegen
General Manager – Partnership Savings, Goldman Sachs

Tynesia Boyea-Robinson
President & CEO, CapEQ

Gabe del Rio
President & CEO, Homeownership Council of America

Leigh Phillips
President & CEO, SaverLife

Anthony Barr
Research and Impact Director, National Bankers Association

Marla Bilonick
President & CEO, National Association for Latino Community Asset Builders-NALCAB

Rodney E. Hood
Board Member, National Credit Union Administration

Usman Ahmed
Head of Public Affairs and Strategic Research, PayPal

Korinne Chiu
Director of Outcome Measurement, Habitat for Humanity International

Rachel Korberg
Executive Director, Families & Workers Fund

Jimmy Chen
CEO, Propel

Melinda Hightower
Head of Multicultural Client Segments, UBS

Todd Shriber
Chief Strategy Officer, U.S. Businesses, Prudential

2023 Sponsors

• Prudential
• Bank of America
• Principal Foundation
• Goldman Sachs
• Guardian
• Paypal
• Wells Fargo
• Capital One
• Citi
• Visa