28th Annual Financial Services Conference

Dec 04, 2014 - Dec 05, 2014
Washington Plaza Hotel, Washington, D.C.

The Financial Services Conference is a key national gathering for consumer advocates and educators interested in new products and regulation which continue to transform the consumer financial services marketplace.

FSC Archive

8:45 AM

Welcome/Introduction

Stephen Brobeck, Executive Director
Consumer Federation of America

9:00 AM

Keynote: Federal Reserve Consumer Perspectives

Moderator
Tom Feltner, Director of Financial Services
Consumer Federation of America

Panelists
Hunter Wiggins, Deputy Enforcement Director for Policy and Strategy
Consumer Financial Protection Bureau

Ira Rheingold, Executive Director and General Counsel
National Association of Consumer Advocates

Chris Stinebert, President & CEO
American Financial Services Association

10:45 AM

The Use of Big Data by Financial Services Providers

Moderator
Corrine Yu, Managing Policy Director
The Leadership Conference

Panelists
Aaron Rieke, Director of Tech Policy Projects
Robinson + Yu

Michael Spadea, Director – Privacy and Information Risk
Promontory Financial Group

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

Robert Hunter, Director of Insurance
Consumer Federation of America

12:30 PM

Luncheon Keynote

Introduction
Barbara Roper, Director of Investor Protection
Consumer Federation of America

Speaker
Kara Stein, Commissioner
U.S. Securities and Exchange Commission

2:00 PM

The Transition from Strips to Chips in Debit and Credit Cards

Moderator
Susan Grant, Director of Consumer Protection
Consumer Federation of America

Panelists
Christina Tetreault, Staff Attorney
Consumers Union

Stephanie Ericksen, Vice President of Global Risk Products
VISA

Liz Garner, Vice President
Merchant Advisory Group

Michelle Thornton, Manager-Core Products
CO-OP Financial Services

2:00 PM

Tax Preparer Fraud and Abuse

Moderator
David Rothstein, Director of Resource Development and Public Affairs
Neighborhood Housing Services of Greater Cleveland

Panelists
Chi Chi Wu, Attorney
National Consumer Law Center

Peter Skillern, Executive Director
Reinvestment Partners

Theresa Pattara, Director, Regulatory Affairs & Public Policy
The Tax Institute at H&R Block

Dan Alban, Attorney
Institute for Justice

3:30 PM

Consumer Concerns About Overdraft Fees

Moderator
Tom Feltner, Director of Financial Services
Consumer Federation of America

Panelists
Gary Stein, Deposits Program Manager
Consumer Financial Protection Bureau

Susan Weinstock, Director, Consumer Banking
The Pew Charitable Trusts

Sarah Ludwig, Founder and Co-Director
New Economy Project

Kevin Condon, SVP, Check & Debit Products
Bank of America

3:30 PM

The Role of Employers in Encouraging Non-Retirement Saving

Moderator
Nancy Register, Associate Director
Consumer Federation of America

Panelists
Melissa Koide, Deputy Assistant Secretary for Consumer Policy
U.S Department of Treasury

Bill Sullivan, Senior Director and Group Manager, Government and Industry Relations
NACHA – The Electronic Payments Association

Cynthia Campbell, Director of Innovation Labs
Filene Research Institute

Kris Spazafumo, Vice President and Senior Manager, Investment Services Wealth Management Group
American Funds Distributors, Inc

George Barany, Director of Financial Education
Consumer Federation of America

8:00 AM

Breakfast Dialogue: The Impact of the Midterm Election Results on Financial Services Issues

Speakers
Mark A. Calabria, Director of Financial Regulation Studies
Cato Institute

Aaron Klein, Director, Financial Regulatory Reform Initiative
Bipartisan Policy Center

9:00 AM

An Investor Protection Agenda

Moderator
Mercer Bullard, Founder and President
Fund Democracy, Inc.

Panelists
Rick Ketchum, Chairman and Chief Executive Officer
Financial Industry Regulatory Authority

Andrea Seidt, Ohio Securities Commissioner
Past President, North American Securities Administrators Association

Ira Hammerman, Executive Vice President and General Counsel
Securities Industry and Financial Markets Association

Barbara Roper, Director of Investor Protection
Consumer Federation of America

9:30 AM

Keynote: The Era of Transformation

Introduction
Barry Zigas, Director of Housing Policy
Consumer Federation of America

Speaker
Ted Tozer, President
Government National Mortgage Association

11:00 AM

Access to Mortgage Credit

Moderator
Barry Zigas, Director of Housing Policy
Consumer Federation of America

Panelists
Mark Zandi, Chief Economist
Moody’s Analytics

Mitria Wilson, Director of Legislative and Policy Advocacy
National Community Reinvestment Coalition

Gary Acosta, Co-Founder and CEO
National Association of Hispanic Real Estate Professionals

Shawn Krause, Executive Vice President
Quicken Loans

2014 Financial Services Conference Advisory Committee Members

American Council of Life Insurers
American Express Company
American Financial Services Association
Bank of America
Capital One
Capital Research and Management Company
Center for Audit Quality
Certified Financial Planner Board of Standards
Citi Community Development
Consumer Data Industry Association
Credit Union National Association
CUNA Mutual Group
Experian
FICO
Federal Home Loan Bank of San Francisco
Fidelity Investments
FINRA
Freddie Mac
JPMorgan Chase
Mortgage Bankers Association of America
NACHA-The Electronic Payments Association
National Association of Federal Credit Unions
Navy Federal Credit Union
Quicken Loans
SIFMA
VantageScore Solutions LLC
VISA
Walmart

Program