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Agenda - Economic Inclusion: Strategies to Bring Consumers Into the Financial Mainstream

FDIC Economic Inclusion Summit, April 26, 2017 at L. William Seidman Center, Arlington, VA

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Opening Remarks

Martin J. Gruenberg, Chairman
Federal Deposit Insurance Corporation

Panels and Presentations

Insights From Research

Moderator: Michael Barr, Professor of Law, University of Michigan

Panelists: Keith Ernst, Associate Director, Consumer Research and Examination Analytics, Federal Deposit Insurance Corporation
Fiona Greig, Director, Consumer Research, JPMorgan Chase Institute
Rachel Schneider, Senior Vice President, Center for Financial Services Innovation
Presentation - PDF
Transcript - PDF

Safe Banking Products

Designing and delivering products that work for customers, communities and institutions.

Moderator: Denise Belser, Program Manager, Economic Opportunity and Financial Empowerment Institute for Youth, Education and Families, National League of Cities

Panelists: Rani Boukerrou, Senior Vice President and Deposit Group Manager, KeyBank
Margaret Libby, Executive Director, MyPath
David Johnson, Senior Vice President and Director of Community Development, BankPlus
Presentation - PDF
Transcript - PDF

Economic Inclusion Partnerships

Connecting financial knowledge and financial services with work, education, health and economic mobility opportunities.

Moderator: Jonathan Mintz, President and Chief Executive Officer, Cities for Financial Empowerment Fund

Panelists: Mary DuPont, Director of Financial Empowerment, Delaware Department of Health and Social Services
Greg Housel, Community Affairs Specialist, Federal Deposit Insurance Corporation
Tina Lentz, Executive Administrator, Advocacy and Empowerment Division, Department of Community Services, Louisville Metro Government
Jackie Loya-Torres, Community Development Officer, Commerce Bancshares, Inc.
Presentation - PDF
Transcript - PDF

Sustaining Customer Relationships

Maintaining enduring relationships by supporting consumer control and success.

Moderator: Daniel Dodd-Ramirez, Assistant Director, Office of Financial Empowerment, Consumer Financial Protection Bureau

Panelists: Katy Davis, Managing Director, ideas42
J. Reymundo Ocañas, Executive Vice President and Director of Corporate Responsibility and Reputation, BBVA Compass
Leigh Phillips, Chief Executive Officer, EARN
Presentation - PDF
Transcript - PDF

Growing Customer Relationships

Developing market share by building long-term loyalty among diverse customers.

Moderator: Kelvin Boston, Host, Moneywise, Public Broadcasting System

Panelists: Jamie Armistead, Executive Vice President and Head of Digital Channels, Bank of the West
Lindsay Daniels, Associate Director, Economic Policy Project, National Council of La Raza
Alden McDonald, Jr., President and Chief Executive Officer, Liberty Bank and Trust Company
Presentation - PDF
Transcript - PDF

Where Do We Go From Here?

Moderator: Mark Pearce, Director, Division of Depositor and Consumer Protection, Federal Deposit Insurance Corporation

Panelists: Robert Annibale, Global Director, Citi Community Development and Citi Inclusive Finance
Andrea Levere, President, Corporation for Enterprise Development
Bruce Murphy, Executive Vice President and Head of Corporate Responsibility, KeyBank
Transcript - PDF

Closing Remarks

Martin J. Gruenberg, Chairman
Federal Deposit Insurance Corporation
Transcript - PDF