29th Annual Financial Services Conference

Dec 01, 2016 - Jul 02, 2016
Embassy Suites 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

8:55 AM

Welcome/Introduction

Stephen Brobeck, Executive Director
Consumer Federation of America

9:00 AM

Election Implications for Financial Services

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

Panelists
Lisa Donner, Executive Director
Americans for Financial Reform

J.W. Verret, Associate Professor, Antonin Scalia Law School
Senior Scholar, Mercatus Center
George Mason University

9:40 AM

Is Mortgage Credit Too Tight?

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

Panelists
Lisa Rice, Executive Vice President
National Fair Housing Alliance
View Presentation

Alanna McCargo, Co-director, Housing Finance Policy Center
Urban Institute
View Presentation

Danny Gardner, Vice President of Single-Family Affordable Lending and Access to Credit
Freddie Mac
View Presentation

11:05 AM

How “Ability to Repay” Will Change the Consumer Credit Marketplace

Moderator
Aracely Panameño, Director of Latino Affairs
Center for Responsible Lending

Panelists
Lauren Saunders, Associate Director
National Consumer Law Center

Kirk Chartier, Chief Marketing Officer
Enova International, Inc.

Rick Wargo, General Counsel
Pennsylvania Credit Union Association

1:15 PM

Luncheon Keynote

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

Speaker
Phyllis C. Borzi, Assistant Secretary of Labor
Employee Benefits Security Administration

2:00 PM

Motivating Consumers to Save and Build Wealth

Moderator
Karen Murrell, Founder and President
Higher Heights Consulting

Panelists
Adam Lee, Incubator Director
Filene Research Institute

Dave Sieminski, Policy Analyst
Consumer Financial Protection Bureau
View Presentation

Patricia Hasson, President & Executive Director
Clarifi

Dave Richardson, Partner
Artemis Strategy Group

2:00 PM

Investor Protection Priorities

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

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

Marilyn Mohrman-Gillis, Executive Director, Center for Financial Planning, Managing Director, Public Policy and Communications
Certified Financial Planner Board of Standards, Inc.

Andrea Seidt, Commissioner
Ohio Department of Commerce

Pamela Everhart, SVP Government Relations
Fidelity Investments

3:30 PM

Improving Access to Retirement Savings Accounts

Moderator
Angela Antonelli, Research Professor, Executive Director, Center for Retirement Initiatives
McCourt School of Public Policy, Georgetown University
View Presentation

Panelists
Sarah Mysiewicz Gill, Senior Legislative Representative
State Financial Security & Consumer Affairs
AARP
View Presentation

Courtney Eccles, Invest in Illinois Program Manager
Illinois State Treasurer’s Office
View Presentation

Michael Kreps, Principal
Groom Law Group

3:30 PM

Consumer Mortgage Protections After HAMP

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

Panelists
Julia Gordon, Executive Vice President
National Community Stabilization Trust

Agatha So, Policy Analyst
National Council of La Raza

Justin Wiseman, Director, Loan Administration Policy
Mortgage Bankers Association

8:00 AM

Breakfast Dialogue: What Now? The Importance of State-Level Action

Moderator
Sarah Ludwig, Executive Director
New Economy Project

Panelists
Brent Adams, Vice President of Policy
Woodstock Institute

Marceline White, Executive Director
Maryland Consumer Rights Coalition

Tom Jacobson, Chief Executive Officer
Rural Dynamics, Inc.

9:00 AM

Assessing the Affordability of Mandatory Auto Insurance – Keynote

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

Speaker
Michael McRaith, Director, Federal Insurance Office
U.S. Department of Treasury

9:30 AM

Financial Service Providers’ Collection and Use of Consumer Data: Benefits and Concerns

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

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

Corrine Yu, Managing Policy Director
The Leadership Conference on Civil and Human Rights

Kaitlin Asrow, Associate
Center for Financial Services Innovation

Sima Gandhi, Head of Business Development and Strategy
Plaid

11:00 AM

Tax-Time Financial Issues Affecting Consumers

Moderator
David Newville, Director of Government Affairs
CFED

Panelists
Chi Chi Wu, Staff Attorney
National Consumer Law Center

Nina E. Olson, National Taxpayer Advocate
Taxpayer Advocate Service

Andrew Jennison, Director, Government Relations
H&R Block

12:15 PM

Adjournment

2016 Financial Services Conference Advisory Committee Members

American Express
Bank of America
Capital One
Capital Research and Management Company
Certified Financial Planner Board of Standards
Citi Community Development
Clarity Services
Credit Union National Association
CUNA Mutual Group
Enova International, Inc.
Federal Home Loan Bank of San Francisco
FINRA
Freddie Mac
H&R Block
JP MorganChase
Lending Club
Mortgage Bankers Association
NACHA-The Electronic Payments Association
National Association of Federal Credit Unions
National Cooperative Bank
Navy Federal Credit Union
Oportun
Quicken Loans
U.S. Bancorp
VantageScore Solutions LLC
Walmart
Wells Fargo

Program