A message from Moody’s Chief Economist Mark Zandi
A message from National Urban League’s President and CEO Marc Morial
Agenda
Wednesday, December 11
-
8:00 am-9:00 am
Registration & Networking Breakfast
-
9:00 am-9:05 am
Welcome
Susan Weinstock, CEO
Consumer Federation of America -
9:05 am-10:05 am
Bank Merger Review Reform
Moderator
Jeremy Kress, Associate Professor of Business Law
University of Michigan, Stephen M. Ross School of BusinessPanelists
Jarryd Anderson, Co-Chair, Financial Services Group
Paul, Weiss, Rifkind, Wharton & Garrison LLPMorgan Harper, Director of Policy and Advocacy
American Economic Liberties ProjectKevin Stein, Chief of Legal and Strategy
Rise Economy -
10:05 am-10:20 am
Networking Break
-
10:20 am-11:20 am
Outcompeted: Helping VA and FHA Homebuyers Win in Tight Housing Markets
Moderator
Sharon Cornelissen, Director of Housing
Consumer Federation of AmericaPanelists
Harrison Beacher, Managing Partner, REALTOR®
Coalition Properties Group
Keller Williams Capital PropertiesTerry Rouch, Assistant Director, Loan Policy and Valuation
Veterans Benefits Administration -
11:20 am-11:50 am
Opening Keynote Address
TBA
-
11:50 am-12:30 PM
Luncheon
-
12:30 PM-1:00 PM
Luncheon Keynote Address: An Update on the Economic State of African Americans and Other Underserved Urban Residents
Introduction
Susan Weinstock, CEO
Consumer Federation of AmericaSpeaker
Marc Morial, President and CEO
National Urban League -
1:10 pm-1:40 pm
A Fireside Chat with Barbara Roper, Senior Advisor to the Chair, Securities and Exchange Commission
Moderator
Micah Hauptman, Director of Investor Protection
Consumer Federation of AmericaSpeaker
Barbara Roper, Senior Advisor to the Chair
U.S. Securities & Exchange Commission -
1:40 pm-2:40 pm
Are the Cards in Your Wallet Unfair? An Update on Debit Card Interchange
Moderator
Delicia Hand, Senior Director, Digital Marketplace
Consumer ReportsPanelists
Kelvin Chen, Senior Executive Vice President, Head of Policy
Consumer Bankers AssociationDoug Kantor, General Counsel
National Association of Convenience StoresAaron Klein, Miriam K. Carliner Chair – Economic Studies
Senior Fellow – Center on Regulation and Markets
The Brookings Institution -
2:40 pm-3:00 pm
Networking Break
-
3:00 pm-4:00 pm
Should State and Federal Governments Provide Insurance Premium Assistance to Help Address Housing Affordability?
Moderator
Susanna Montezemolo, Senior Director of Policy
AARPPanelists
Moira Birss, Research & Policy Fellow
Climate and Community Institute (CCI)Robert Herrell, Executive Director
Consumer Federation of CaliforniaAlexis Iwanisziw , Senior Vice President, Policy and Communications
InclusivRob Moore, Director, Flooding Solutions, Environmental Health
Natural Resources Defense Council -
4:00 pm-5:00 pm
Maxed Out: The Specter of Surging Credit Card Balances on Consumer Financial Health
Moderator
Elena Bottela, Author, Delinquent
Principal, Omidyar NetworkPanelists
Mike Litt, Director, Consumer Campaign
U.S. PIRGDan Martinez, Program Manager, Office of Markets
Consumer Financial Protection Bureau -
5:00 pm-5:30 pm
Closing Keynote Address
Introduction
Susan Weinstock, CEO
Consumer Federation of AmericaSpeaker
Mark Zandi, Chief Economist
Moody’s
Thursday, December 12
-
8:00 am-9:00 am
Registration & Networking Breakfast
-
9:00 am-9:05 am
Welcome
Susan Weinstock, CEO
Consumer Federation of America -
9:05 am-10:05 am
The Rise of the Chatbots: Protecting Consumers When No One is There
Moderator
Ben Winters, Director of AI and Data Privacy
Consumer Federation of AmericaPanelists
Atur Desai, Deputy Chief Technologist for Law & Strategy
Consumer Financial Protection BureauElizabeth McCluskey, Managing Director, Discovery Fund
TruStageTatiana Rice, Deputy Director
Future of Privacy Forum -
10:05 am-10:30 am
Networking Break
-
10:30 am-11:00 am
Keynote Address
Introduction
Erin Witte, Director of Consumer Protection
Consumer Federation of AmericaSpeaker
Julia Barnard, Private Education Loan Ombudsman
Consumer Financial Protection Bureau -
11:00 am-12:00 pm
Student Loans: Chaos Ensues After COVID
Panelists
Dalié Jiménez, Professor of Law, Director, Student Loan Law Initiative
University of California, Irvine School of LawSatra Taylor, Outreach & Policy Fellow
Student Borrower Protection Center
37th Annual Financial Services Conference
Advisory Committee Members
AARP
American Bankers Association
American Express
Bank of America
Broadridge Financial Solutions, Inc.
CFP Board
Consumer Bankers Association
FINRA
Independent Community Bankers of America
JPMorgan Chase & Co.
National Association of Convenience Stores
TruStage
Walmart
Zillow Group
View Last Year’s Financial Services Conference Here
Questions? Please contact Anna Marie Lowery, Director of Meetings and Events.
Past Events
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