November 29 & 30, 2018
Embassy Suites Hotel, Washington, D.C.

Financial Services Conference 2018 Program


Thursday, November 29

8:30am
Welcome and Introduction of Congressional Keynote
Introduction

Jack Gillis, Executive Director
Consumer Federation of America

Speaker

Congressman Gregory Meeks
U.S. House of Representative

9:00am
Voter Attitudes About the Economy and Financial Services
Introduction

Richard Dubois, Executive Director
National Consumer Law Center

Panelists

Celinda Lake, President
Lake Research Partners
View Presentation

Christine Matthews, President
Bellwether Research & Consulting
View Presentation

View Video on Facebook

10:00am
Keynote: How Do We Break the Cycles of Poverty?
Introduction

Jack Gillis, Executive Director
Consumer Federation of America

Speaker

Arne Duncan, Managing Partner
Emerson Collective & Former U.S. Secretary of Education

View Video on Facebook

10:30am
Is Cashless Retailing Good for Consumers?
Moderator

Rion Dennis, Financial Reform Advocate
Americans for Financial Reform

Panelists

Jenn Jones, Chief of Membership and Policy
National Community Reinvestment Coalition

Tony Goodman, Chief of Staff
Office of DC Council Member David Grosso

Stephanie Martz, Senior VP and General Counsel
National Retail Federation

Brian Peters, Executive Director
Financial Innovation Now

11:30am
Life Cycle of Student Loan Debt: Toward Meaningful Consumer Protection
Introduction & Moderator

Rachel Weintraub, Legislative Director and General Counsel
Consumer Federation of America 

Speaker

Seth Frotman, Former Private Education Loan Ombudsman
Consumer Financial Protection Bureau

Panelists

Martha Fulford, Senior Counsel
National Student Legal Defense Network

Toby Merrill, Director, Harvard Legal Services Center Project on Predatory Student Lending
Harvard Law School

Anna Schwartz, General Counsel
Scratch

View Video on Facebook

12:30pm
Luncheon

 

1:30pm
Luncheon Keynote
Introduction

Ed Mierzwinski, Consumer Program Director and Senior Fellow
U.S. PIRG

Speaker

Deepak Gupta, Founding Principal
Gupta Wessler PLLC
Former Senior Counsel, Consumer Financial Protection

2:00pm
Criminalizing Debt
Moderator

Christopher Peterson, Director of Financial Services and Senior Fellow
Consumer Federation of America

Panelists

Robyn Dorsey, Policy Research & Reinvestment Manager
Maryland Consumer Rights Coalition

Quisha Mallette, Community Advocate
Reinvestment Partners

Stacey Tutt, Visiting Clinical Professor of Law
University of California, Irvine

View Video on Facebook

2:00pm
Retail Investor Disclosures: Making Them Work
Moderator

Barbara Roper, Director of Investor Protection
Consumer Federation of America

Panelists

Cristina Martin-Firvida, Director, Financial Security and Consumer Affairs
AARP

Jennifer Porter, Branch Chief, Division of Investment Management
U.S. Securities and Exchange Commission

Kevin Carroll, Managing Director and Associate General Counsel
SIFMA

2:00pm
America Saves: Innovations in the Workplace to Facilitate Emergency Savings
Moderator

Carolyn Pemberton, America Saves Senior Program Manager
Consumer Federation of America

Panelists

Amelia O’Rourke-Owens, America Saves Director of Youth Financial Capability
Consumer Federation of America

David John, Senior Strategic Policy Advisor
AARP Public Policy Institute
View Presentation

Diana Rucci, Director – Product Development
Prudential Retirement Services

3:30pm
Insurance Regulation in America: The Good, the Bad, and the Ugly
Moderator

Marceline White, Executive Director
Maryland Consumer Rights Coalition

Panelists

Birny Birnbaum, Director
Center for Economic Justice

Daniel Schwarcz, Professor of Law
University of Minnesota

Sean Kevelighan, President and Chief Executive Officer
Insurance Information Institute

Ethan Sonnichsen, Managing Director of Government Relations
National Association of Insurance Commissioners

3:30pm
FinTech and Traditional Banks – Preserving Consumer Protections in Our Financial Future
Moderator

Christopher Peterson, Director of Financial Services and Senior Fellow
Consumer Federation of America

Panelists

Cornelius Hurley, Executive Director
Online Lending Policy Institute

Christina Tetreault, Senior Staff Attorney
Consumer Reports Advocacy

Ramon Gomez, Executive Director, Office of Regulatory Affairs
JPMorgan Chase & Co.

Friday, November 30

8:00am
Breakfast Dialogue: Consumer Financial Protection on the State Level
Moderator

Ed Mierzwinski, Consumer Program Director and Senior Fellow
U.S. PIRG

Panelists

Brent Adams, Senior Vice President of Policy and Communication
Woodstock Institute

Kalitha Williams, Project Director
Policy Matters Ohio

Katie Sutton, Director
Montana Organizing Project

9:00am
Keynote
Introduction

Barbara Roper, Director of Investor Protection
Consumer Federation of America

Speaker

Gary Gensler, Senior Lecturer
MIT Sloan School of Management
Former CFTC Commissioner
View Presentation

View Video on Facebook

9:30am
Fintech: What Does it Mean for Consumers?
Moderator

Jo Ann Barefoot, CEO
Barefoot Innovation Group

Panelists

Lauren Saunders, Associate Director
National Consumer Law Center

Elizabeth Kelly, SVP of Operations
United Income

Greg Sager, Associate General Counsel
LendUp

10:30am
Can America Keep Up with Rising Housing Needs?
Moderator

Alanna McCargo, Vice President, Housing Finance Policy
Urban Institute

Panelists

Rob Dietz, SVP and Chief Economist
National Association of Home Builders
View Presentation

Doug Bibby, President and CEO
National Multifamily Housing Council
View Presentation

Elizabeth Kneebone, Research Director, Terner Center for Housing Innovation
UC Berkeley
View Presentation

Marisa Calderon, Executive Director
National Association of Hispanic Real Estate Professionals
View Presentation

11:30am
Why Do People Make the Financial Decisions They Make?
Moderator

Jack Gillis, Executive Director
Consumer Federation of America

Panelists

Vanessa Perry, Associate Dean for Faculty
Chair, Department of Marketing
Professor of Marketing, Strategic Management and Public Policy
GWU School of Business

Roberta Baskin, Trustee
FoolProof

Michelle Singletary, Author
Nationally Syndicated Columnist
The Washington Post

Tom Conlon, Head of Client Relations
Betterment

12:30pm
Congressional Keynote
Introduction

Rachel Weintraub, Legislative Director and General Counsel
Consumer Federation of America 

Speaker

Congressman Al Green
U.S. House of Representatives

View Video on Facebook

1:00pm
Adjournment

 


2018 Financial Services Conference Advisory Committee Members

American Express Company

Association of Military Banks of America

Bank of America

Capital Research and Management Company

Certified Financial Planner Board of Standards

Credit Union National Association

CUNA Mutual Group

Elevate

Experian

FICO

FINRA

Insurance Information Institute

Lending Club

Mortgage Bankers Association of America

NACHA-The Electronic Payments Association

National Consumer Reporting Association

Navy Federal Credit Union

Ocwen Financial Corporation

Oportun

Plaid

Quicken Loans

Santander Bank, N.A.

Scratch Services, Inc.

US Bancorp

VantageScore Solutions LLC

Walmart

Wells Fargo Bank