Financial Health and Resilience: Tools and Rules

To attend this live digital discussion on Thursday, December 8, 2016 at 1:00 PM (EST), please complete the registration form shown below:

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Overview:

According to the Center for Financial Services Innovation, more than half of American adults struggle financially on a recurring or occasional basis. To cope, consumers are using alternative sources to meet their financial needs—instead of turning to their banks. What needs do consumers have today, and how are regulations, traditional financial institutions and digital providers helping or hindering consumers in meeting their daily and emergency obligations?

We’ll discuss the options available to help consumers keep their financial health intact through point in time awareness, payment options and the ability to anticipate and avoid problems. Join this panel of industry experts to learn about the impact regulations, behaviors, technology, and providers are having on consumer liquidity.

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Digital Discussion Presenters:

David Pommerehn
Senior Counsel and Vice President, CBA

David Pommerehn is Senior Counsel and Vice President. His expertise covers a wide range of legal, legislative and regulatory issues associated with the areas of consumer financial services. He is the CBA lead for deposits and payment issues as well as small business banking issues and manages CBA’s Deposits and Payments and Small Business Banking Committees.

Prior to joining CBA in 2008, David served as a defense attorney for the State of Maryland and as counsel to several non-profit financial services companies.

David is an active member of the American and Maryland Bar Associations. He received his B.A. from the University of Maryland and his J.D. from the University of Baltimore School of Law.

John Thompson
Senior Vice President, CFSI

As the leader of CFSI’s Program Team, John is responsible for CFSI’s research consulting, and innovation practices. Within these practices, a cross-functional team of professionals works to generate CFSI’s industry thought leadership and consumer research, to foster promising innovations that advance consumer financial health, and to work with companies in direct engagements to more profitably serve consumers with high-quality financial products. The intersections of financial services business models and client impact in facilitating financial health is what brought John to CFSI.

Victoria Dougherty
Product Strategy, Payments Management Solutions, Fiserv

Victoria Dougherty, Director of Payment Management Solutions at Fiserv, has over 20 years of experience in the financial services industry. Her expansive background includes management roles at both financial institutions and technology providers. At Fiserv, she is responsible for the Immediate Funds product that makes risk-free accelerated funds availability a reality for forward-thinking financial institutions and their customers.

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Digital Discussion Host: 

Karen Webster
CEO of Market Platform Dynamics

Karen Webster is one of the world’s leading experts on payments, commerce and retail innovation, and a strategic advisor to CEOs and Boards of multinational players in those sectors. As CEO of Market Platform Dynamics, she works extensively with the most innovative players in the payments, financial services, mobile, retail, B2B, digital media and technology sectors to help them maximize the value of their platform assets, design disruptive new business models and ignite and monetize new innovation. Karen also serves as a member of the advisory board for several emerging companies.