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InterContinental Miami
100 Chopin Plaza
Miami, FL 33131
Tel: 1-800-327-3005

Thursday, June 6, 2013

11:00 a.m. - 12:00 p.m.
Mobile Remote Deposit Capture: The Present and the Future
Moderator: Joshua Sledge, Manager, Nonprofit Investments, CENTER FOR FINANCIAL SERVICES INNOVATION
Lisa McFarland, Head of Consumer Prepaid Products, VISA INC.
Patrice Peyret, CEO, PLASTYC

A focused look at the development of mobile remote deposit capture (mRDC) technology and its potential to be a game-changer for the underserved. Hear industry players' perspectives on how mRDC stands to impact their business and learn about exciting new developments for equipping consumers with convenient and efficient methods for turning checks into currency.

1:35 p.m. - 2:20 p.m.
New Products on the Block: The Story Behind H&R Block's Latest Suite of Offerings
Brenton Peck, Consultant, Advisory Services, CENTER FOR FINANCIAL SERVICES INNOVATION
Greg Quarles, President, H&R BLOCK BANK
Todd Rice, Head of Lending, Collections and Payment Processing, H&R BLOCK BANK

During this case study, CFSI will dig into the current product suite and strategy of H&R Block, which has launched a number of innovations to meet the needs of diverse consumer groups. H&R Block executives will share learnings about meeting underserved customers in a non-traditional environment, and discuss the evolution in becoming a major player in the underbanked market. Attendees will gain practical tips on how to apply winning practices as an underbanked champion.

2:25 p.m. - 3:40 p.m.
Primetime for Prepaid: Questions for a Maturing Market
Moderator: Jeanne Hogarth, Vice President, CFSI
Sarah Chenven, Innovations Director, CREDIT BUILDERS ALLIANCE
Nick Bourke, Director of the Small-Dollar Loans Project, THE PEW CHARITABLE TRUSTS
Brett Adams, Lead, U.S. Prepaid Products, MASTERCARD WORLDWIDE
Rebecca Ahlers, Managing Director, CFSI

As prepaid matures, the next phase of its growth depends on assessments of its current success:

  • Is prepaid really an "on ramp" to mainline banking services? Should it be?
  • What is the evidence that prepaid helps consumers build credit records and/or savings?
  • Do consumers need overdraft and credit features? Can that be done responsibly?
  • What are the best ways to communicate fee structures?
Explore these questions with us in this interactive session.