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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.
More Bang for Your Buck: A Closer Look at Personal Financial Management Tools
Mary Wisniewski, Technology Reporter
Ben Knelman, Founder & CEO, JUNTOS FINANZAS

A wave of personal financial management (PFM) tools have hit the market in the past decade, providing consumers with an abundance of options to choose from. But what impact are these tools having on consumer financial health and can these companies actual turn a profit? Hear from a diverse group of PFM providers about their results to date in helping consumers take better control of their finances. Panelists will also address how best to communicate with clients to yield greater engagement and how to build a sustainable business model.

1:35 p.m. - 2:20 p.m.
Going to Market with Savings Innovations
Moderator: Kimberly Manturuk, Research Associate, Center for Community Capital, UNIVERSITY OF NORTH CAROLINA-CHAPEL HILL
Jayson Halladay, CEO and Co-Founder, PIGGYMOJO
Priya Haji, CEO & Co-Founder, SAVEUP

Hear from two leading start-ups featured at last year’s Forum that are harnessing the power of technology and behavioral design to encourage savings. Last year you heard about their promising ideas, but this year you will learn about how these two companies are taking their ideas to market to promote savings among the underbanked. Executives will share data on the learnings from their pilots, progress made and challenges to date. Join the dialogue to learn about feasible business models and operational success stories that showcase a trend impacting consumers all across the marketplace.

2:25 p.m. - 3:40 p.m.
Financial Capability Impact: At the Intersection of Consumer Behavior and Innovation
Moderator: Sarah Gordon, Vice President, CFSI
J. Michael Collins, Faculty Director, Center for Financial Security, UNIVERSITY OF WISCONSIN-MADISON
Daria Sheehan, Senior Program Officer, CITI FOUNDATION
José Quiñonez, Executive Director, MISSION ASSET FUND
Denise Belser, Principal Associate, Family Economic Success, NATIONAL LEAGUE OF CITIES
Imani Farley, CollegeSet Project Manager, JUMA VENTURES
Todd Fuller, VP, Finance & Marketing, SELF-HELP FEDERAL CREDIT UNION
Jillian Spindle, Director of Development, MISSION ECONOMIC DEVELOPMENT AGENCY (MEDA)
Nick Maynard, Senior Innovation Director, DOORWAYS TO DREAMS (D2D) FUND
Joe Duran, National Program Director, MONEYTHINK

Consumers are ready to get back on their feet following the economic crisis. In this interactive session, a panel of experts will reflect on positively changing consumer behavior by marrying financial information and advice with high-quality financial products. Participants will gain exposure to the Financial Capability Innovation Fund II through a series of Innovation Stations featuring 2013 grantees.