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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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7:15am - 8:00am	Registration and Continental Breakfast
8:00am - 8:10am	Introduction Mark Pearce, Director, Division of Depositor and Consumer Protection Federal Deposit Insurance Corporation
8:10am - 8:30am	Welcome and Opening Remarks Martin J. Gruenberg, Chairman Federal Deposit Insurance Corporation Remarks
8:30am - 9:30am	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
9:30am - 10:00am	Break
10:00am - 11:00am	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
11:00am - 12:00pm	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
12:00pm - 1:30pm	Luncheon Speaker: Maurice Jones, President and Chief Executive Officer, Local Initiatives Support Corporation Transcript - PDF
1:30pm - 2:30pm	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
2:30pm - 3:00pm	Break
3:00pm - 4:00pm	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
4:00pm - 5:00pm	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
5:00pm - 5:15pm	Closing Remarks Martin J. Gruenberg, Chairman Federal Deposit Insurance Corporation Transcript - PDF
5:15pm	Adjourn

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Last Updated 07/20/2017