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.

Parzick to Speak at the 3rd Annual National Consumer Empowerment Conference

Romy Parzick, Manager, Insights & Analytics, will be speaking at Consumer Action's 3rd Annual National Consumer Empowerment Conference at the Sheraton Chicago O'Hare in Rosement, IL.

Scott Pluta
of the Consumer Financial Protection Bureau, Sarah Davies of VantageScore, Dr. Billy J. Hensley of the National Endowment for Financial Education, Romy Parzick of the Center for Financial Services Innovation, Rich Williams of U.S. Public Interest Research Group, Me’Shae Brooks-Rolling of the Institute for Veterans and Military Families, Syracuse University and Doug Heller of ConsumerWatchdog will be on the program.

For more information see http://www.consumer-action.org/about/articles/empowerment_conference/.

Levy to Speak at NYC Mobile Banking Meetup

Rob Levy, Manager, Insights & Analytics, will be presenting at The Underbanked Consumer with CFSI and Context in Mobile UX Strategy at Movenbank in New York.

Levy will 
will give us an overview of the underbanked consumer and their financial services needs, with the latest research on underbanked usage of mobile financial services. He will also disseminate the promising innovations and trends in mobile for the underbanked consumer.

 

Schneider to Speak at Goodwill Leadership Summit

Rachel Schneider, Vice President, Insights & Analytics, will be speaking at Inspiring Financial Strength: Goodwill Leadership Summit in Rockville, Maryland.

Schneider will be speaking as a thought leader on "The State of the Field: Financial Capability-Building."

A large and growing segment of the U.S. population- including many Goodwill employees and people we serve- do not use mainstream financial services including bank accounts. Additionally, many alternative financial products are designed to take advantage of hard working families.  The discussion will encompass why the underbanked marketplace matters, what the profile of the underbanked consumers looks like, and where opportunities for innovation aimed at improving the financial capability of the underbanked, both fairly and profitably, lie.

Levy to Speak at Consumer Research Symposium

Rob Levy, Manager, Insights and Analytics, will be speaking at the Consumer Research Symposium in Fairfax, Virginia. For more information click here. 

Sledge to Speak at Opportunity Finance Network

Joshua Sledge, Manager, Nonprofit Investments, will be moderating a panel titled "Small Dollar Consumer Lending: Where Consumers Stand and How CDFIs can Help" at the Opportunity Finance Network Conference in San Antonio on October 15-18. 

Session Description:  Whether they are trying to protect their assets, cover an unexpected expense, or just pay the bills, low-income and underserved consumers often turn to a variety of expensive small dollar credit products to meet their short-term credit needs.  This session will feature CFSI's latest research on consumers of small dollar credit products (including payday, pawn, deposit advance, installment, and auto title loans), examining the credit need, the purchase decision process, usage, and the overall consumer experience with these products.  The discussion will also include how an increasing number of nonprofit CDFI loan funds are currently offering, or considering offering, responsible alternatives. CBA will explore the role that these CDFI products play in building consumers' credit and setting them up for better future financial options, and what CBA is doing to support these efforts.

 

 

Promising Pathways to Wealth-Building Financial Services

Promising Pathways to Wealth-Building Financial Services will take place October 25-26 in St. Louis, Missouri.

The event is sponsored by:

Federal Reserve Bank of St. Louis

U.S. Department of Treasury

Center for Financial Services Innovation

Federal Reserve Bank of Kansas City

 

Jennifer Tescher, President & CEO, will be moderating a panel "Who are the Underbanked?" at the forum, and several other CFSI staff will be in attendence. 

The forum will primarily explore three key questions:

(1) What do we know about underbanked consumers?

(2) What financial products exist to meet their needs?

(3) Through what channels?

 

Participants will hear from some of the nation’s leading experts, industry representatives and on-the-ground providers of financial services focused on unbanked, underbanked and unhappily banked consumers. To facilitate discussion and share practical advice, a series of roundtables with local and national experts will also be offered on key forum topics. Finally, while not a policy forum, policy barriers and opportunities will also be captured and discussed.


CFSI is a proud co-sponsor along with the Federal Reserve Bank of St. Louis, Federal Reserve Bank of Kansas City, and the US Department of Treasury. 
 

For more information, see here.

 

 

ATM, Debit & Prepaid Forum

Members of the CFSI team will be speaking at this year's ATM, Debit & Prepaid Forum, October 22-25, 2012 in Phoenix, AZ.

The 20th Annual ATM, Debit & Prepaid Forum is your trusted destination for cutting-edge, focused content on mobile and emerging payments; debit and prepaid cards; and innovations in ATM and self-service delivery. Brought to you by the award-winning American Banker and PaymentsSource, the Forum features independent and reliable information you can depend on.

 

Romy Parzick, Manager, Innovation and Research will be speaking at "Quality and Transparency in Prepaid."

Rob Levy, Manager, Innovation and Research will be speaking at "The Gamification, Mobilization and Application of Financial Services." 

See more information here about ATM, Debit & Prepaid.

CFED: Ideas Into Action

A number of CFSI subject matter experts will be speaking at this year's CFED Conference Ideas Into Action on September 19-21, in Washington, DC.

Sarah Gordon, Vice President, Nonprofit Investments will be leading "Early Learnings from the Financial Capability Innovation Fund I."

Joshua Sledge, Manager, Nonprofit Investments will be leading "Financial Capability Innovation Fund II Bidders Meeting." 

Romy Parzick will participate in "Understanding prepaid cards and improving their role in consumer outcomes" at 9:30-10:45 a.m. on Friday September 21.

 
See more on the CFED conference website here.

Schneider to Speak at Money2020

Vice President, Insights & Analytics, Rachel Schneider, will be speaking at Money2020 between October 22-24, 2012. The conference will be held at the Aria Resort and Casino in Las Vegas.

This is an event focused on emerging payments and financial services, bringing together innovators in money to create the definitive industry community. 

Click here for more information on the event. 

Levy to Speak at FSCNY Annual Conference

Rob Levy, Manager, Innovation and Research, will be speaking on a panel at the 20th Annual Financial Services Centers of New York Conference and Exposition at the New York Marriot at the Brooklyn Bridge. The session Mr. Levy will be participating in will address the need for small dollar credit alternatives in the New York area. 

For more information on the conference click here.