Speaking Engagements
CFSI team members present at a broad spectrum of national events. Below is a listing of upcoming engagements. See our past speaking engagements page for a listing of past events.

CFSI Speaking Engagements

CFSI team members present at a broad spectrum of national events.  Below is a listing of upcoming engagements.  See our past speaking engagements page for a listing of past events.

FIS Client Share Conference

Fama Longjohn, Consultant, Advisory Services, CFSI and Darren Easton, Manager, Advisory Services, CFSI will be speaking at the FIS Client Share Conference in a session titled "Developing a Strategy for the Underbanked Consumer" on Wednesday, May 14 2:00 PM - 3:00 PM.

Offering financial services to the underbanked market segment is a proven strategy for increasing branch traffic and building customer relationships. Representatives from the Center for Financial Services Innovation (CFSI) will join us to discuss trends identified in a recent Financial Services research study that demonstrate the value of services, such as check cashing and remote deposit capture. Learn about how consumers use these products today, which program guidelines are most successful, and how the market is evolving.

For more information or to register for the event, visit http://www.fisglobal.com/ClientConference2014/index.htm.

Eva Wolkowitz Speaks at PAYMENTS 2014

Eva Wolkowitz, Analyst, Insights and Analytics, will be speaking at PAYMENTS 2014 in a session titled “Serving the Financially Underserved: The Value Proposition.”

Addressing the needs of the financially underserved holds great potential to benefit consumers and the companies serving them. Developing successful, high-quality products depends upon deep consumer knowledge and innovative business models. Participants in this session learn what consumer and industry research reveals about the financial behaviors and preferences of these consumers, as well as the size and state of the underbanked marketplace. A case study highlights opportunities, challenges and lessons learned by one of the largest banks and offers an overview of a comprehensive suite of under-banked products.

For more information or to register for the event, visit https://payments.nacha.org/.

Jennifer Tescher Keynotes Clarifi’s Community Awards Luncheon

Jennifer Tescher will speak at the 10th Annual Clarifi Community Awards Luncheon, presenting on strategies for improving consumer financial health and the power of putting consumer need at the center of product design. The luncheon is scheduled for April 4, 2014 in Philadelphia. 

To learn more about the event, visit here

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Jennifer Tescher Joins Paybefore at All Payments Expo

In a special session at this year’s All Payments Expo, Jennifer Tescher, President & CEO, will join Paybefore’s Marilyn Bochicchio and Loraine DeBonis to present the winners and announce the Best in Category for Paybefore’s Consumer Champion Award. Tescher will talk about the value of consumer-centered design, applauding the efforts of the winners to build products that are both effective and appealing for consumers and successful and profitable for providers. Consumer Champion nominees were evaluated using CFSI’s Compass Principles, and Tescher participated as guest judge for the category.

For more information about the conference, visit http://www.iirusa.com/allpaymentsexpo/home.xml.

To learn more about the 2014 Paybefore Awards, visit Paybefore.

Jeanne Hogarth at Consumer Bankers Association Live

Jeanne Hogarth, Vice President, Policy, joins a panel at the Consumer Bankers Association Live in Washington D.C. They will discuss how to comply with regulations while managing vendor relationships.

Eva Wolkowitz Speaks at PAYMENTS 2014

Eva Wolkowitz, Analyst, Insights and Analytics, will be speaking at PAYMENTS 2014 in a session titled “Serving the Financially Underserved: The Value Proposition.”

Addressing the needs of the financially underserved holds great potential to benefit consumers and the companies serving them. Developing successful, high-quality products depends upon deep consumer knowledge and innovative business models. Participants in this session learn what consumer and industry research reveals about the financial behaviors and preferences of these consumers, as well as the size and state of the underbanked marketplace. A case study highlights opportunities, challenges and lessons learned by one of the largest banks and offers an overview of a comprehensive suite of under-banked products.

For more information or to register for the event, visit PAYMENTS 2014.

Joshua Sledge to Speak on Lower Interest for Timely Payments: A Field Experiment on Incentives for Loan Repayment

The LIFT (Lower Interest for Timeliness) project targets the growing population of low-to-moderate-income borrowers with subprime credit; the goal of the project is to improve financial capacity by rewarding timely payments on automobile loans. The LIFT project is a partnership between the Filene Research Institute and the Center for Financial Security and is funded by the Center for Financial Services Innovation's Financial Capability Innovation Fund I.  The FCIF I was made possible thanks to the generous support from a collaborative of funders led by the Citi Foundation also including Bank of America, Capital One, Morgan Stanley, Experian, US Bank, and VISA.

For more information on the webinar, click here.

Nancy Castillo Presents “U.S. Financial Diaries” at Women Advancing Microfinance (NY)

Nancy Castillo, Manager, U.S. Financial Diaries (USFD), will report on findings from USFD at Women Advancing Microfinance (NY) in New York City on November 12.

USFD is a research project conducted by New York University's Financial Access Initiative, CFSI, and Bankable Frontier Associates (BFA), tracking more than 200 low- and moderate- income households over the course of a year, collecting highly detailed data on household financial activity.

Register for the event here.

Read about the U.S. Financial Diaries.

Jeanne Hogarth Speaks at Assets & Opportunity Network Leadership Convening in Washington D.C.

Jeanne Hogarth, Vice President, Policy will be discussing small dollar lending alternatives at the Corporation for Enterprise Development's Assets & Opportunity Network Leadership Convening December 3-4 in Washington D.C.

For more information about the conference, visit here.