32nd Annual Financial Services Conference

Dec 05, 2019 - Dec 06, 2019
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
Agenda

Thursday, December 5th

Welcome and Introduction of Congressional Keynote
1/13

Welcome and Introduction of Congressional Keynote

8:00 AM

Introduction
Jack Gillis, Executive Director
Consumer Federation of America

Speaker
Congressman Glenn Grothman
U.S. House of Representative

Keynote: Consumer Protection in the Financial Marketplace
2/13

Keynote: Consumer Protection in the Financial Marketplace

8:30 AM

Speaker
Richard Cordray, Former Director
Consumer Financial Protection Bureau

New Solutions to the Student Debt Crisis (View Video)
3/13

New Solutions to the Student Debt Crisis

9:00 AM

View Video

Moderator
Seth Frotman, Executive Director
Student Borrower Protection Center

Panelists
Jacob DuMez, Manager, Policy and Partnerships
San Francisco Office of Financial Empowerment

Beverly Brown Ruggia, Financial Justice Organizer
New Jersey Citizen Action

Anna Scholl, Executive Director
Progress Virginia

Kaitlyn Vitez, Director, Make Higher Education Affordable Campaign
U.S. PIRG

Keynote
4/13

Keynote

10:00 AM

View Video

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

Speaker
Brian Montgomery, Assistant Secretary for Housing – Federal Housing Commissioner
U.S. Department of Housing and Urban Development

What the Qualified Mortgage Definition Means for Mortgage Consumers
5/13

What the Qualified Mortgage Definition Means for Mortgage Consumers

10:30 AM

View Video

Moderator
Peter Carroll, Executive, Public Policy & Industry Relations
CoreLogic

Panelists
Nikitra Bailey, Executive Vice President
Center for Responsible Lending

Alys Cohen, Staff Attorney
National Consumer Law Center

Dan Fichtler, Associate Vice President, Housing Finance Policy
Mortgage Bankers Association

Ramon Gomez, Executive Director, Office of Regulatory Affairs
JPMorgan Chase & Co.

Lisa Rice, President and CEO
National Fair Housing Alliance

Early Wage Access: Costs, Benefits, and Risks for Consumers
6/13

Early Wage Access: Costs, Benefits, and Risks for Consumers

11:30 AM

Moderator
Christopher Peterson, Director of Financial Services and Senior Fellow
Consumer Federation of America

Panelists
Jana Barresi, Senior Director of Federal Government Affairs
Walmart

Nakita Cuttino, Visiting Assistant Professor of Law
Duke University School of Law

Leslie Parrish, Senior Analyst
Aite Group

Lauren Saunders, Associate Director
National Consumer Law Center

Banking and the Legal Cannabis Industry
7/13

Banking and the Legal Cannabis Industry

11:30 AM

Moderator
Aaron Klein, Fellow – Economic Studies, Policy Director – Center on Regulation and Markets
The Brookings Institution 

Panelists
Sabrina Bergen, Senior Vice President, Office of Strategic Engagement
American Bankers Association

Leah Heise, Chief Administrative Officer
AWH Holdings

Mitria Wilson, Senior Director of Advocacy and Counsel
Credit Union National Association

Luncheon & Emerging Issues: A Conversation
8/13

Luncheon & Emerging Issues: A Conversation

12:30 PM

Making the Credit Reporting Industry Work Better for Consumers
9/13

Making the Credit Reporting Industry Work Better for Consumers

2:00 PM

Moderator
John Ulzheimer, President
The Ulzheimer group

Panelists
Francis Creighton, President & CEO
Consumer Data Industry Association

Amy Traub, Associate Director, Policy & Research
Demos

Chi Chi Wu, Attorney
National Consumer Law Center

Public vs Private Markets: Why Should We Care?
10/13

Public vs Private Markets: Why Should We Care?

2:00 PM

Moderator
Micah Hauptman, Financial Services Counsel
Consumer Federation of America

Panelists
Michael J. Canning, Jr., Director of Policy & Government Affairs
North American Securities Administrators Association

Renee Jones, Associate Dean for Academic Affairs and Professor of Law
Boston College Law School

Barbara Roper, Director of Investor Protection
Consumer Federation of America

Postal Banking: Delivering Affordable Access to Financial Services
11/13

Postal Banking: Delivering Affordable Access to Financial Services

3:30 PM

View Video

Moderator
Christopher Peterson, Director of Financial Services and Senior Fellow
Consumer Federation of America

Panelists
Stephen DeMatteo, Special Assistant to the President
American Postal Workers Union

Thomas Herndon, Assistant Professor of Economics
Loyola Marymount University

Porter McConnell, Campaign Director, Take On Wall Street
Americans for Financial Reform

Keynote
12/13

Keynote

4:30 PM

View Video

Introduction
Jack Gillis, Executive Director
Consumer Federation of America

Speaker
Senator Jack Reed
United States Senate

Reception at Finn & Porter
13/13

Reception at Finn & Porter

5:00 PM

Agenda

Friday, December 6th

Breakfast Dialogue: How Do We Protect Consumers When the Federal Government Isn’t?
1/8

Breakfast Dialogue: How Do We Protect Consumers When the Federal Government Isn’t?

8:00 AM

View Video

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

Panelists
Brent Adams, Senior Vice President of Policy and Communication
Woodstock Institute

Rebecca Smullin, Attorney
Public Citizen Litigation Group

Rob Stansfield, Communications Director
Southwest Center for Economic Integrity

Keynote
2/8

Keynote

9:00 AM

Introduction
Micah Hauptman, Financial Services Counsel
Consumer Federation of America

Speaker
Matthew Colangelo, Chief Counsel for Federal Initiatives
Office of the New York State Attorney General

Keynote
3/8

Keynote

9:30 AM

View Video

Introduction
Jack Gillis, Executive Director
Consumer Federation of America

Speaker
Congresswoman Rashida Tlaib
United States House of Representatives

Federal Bills or State Action: Who will Take the Lead in Protecting the Poor from Inappropriate Auto Insurance Pricing Practices?
4/8

Federal Bills or State Action: Who will Take the Lead in Protecting the Poor from Inappropriate Auto Insurance Pricing Practices?

10:00 AM

Moderator
Doug Heller, Insurance Expert
Consumer Federation of America

Panelists
Ann Baddour, Director, Fair Financial Services Project
Texas Appleseed
View Presentation

J. Robert “Bob” Hunter, Director of Insurance
Consumer Federation of America

Eric Poe, Esq., CPA and Chief Operating Officer
CURE Auto Insurance

David Snyder, Vice President, International Policy
American Property Casualty Insurance Association

A Conversation with SEC Commissioners Robert Jackson & Allison Herren Lee
5/8

A Conversation with SEC Commissioners Robert Jackson & Allison Herren Lee

10:45 AM

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

Speakers
Commissioner Robert Jackson
U.S. Securities and Exchange Commission

Commissioner Allison Herren Lee
U.S. Securities and Exchange Commission

The Libra Digital Currency: What are the Implications for Consumers and More Broadly?
6/8

The Libra Digital Currency: What are the Implications for Consumers and More Broadly?

11:30 AM

Moderator
Julie VerHage, Reporter
Bloomberg News

Panelists
Chris Brummer, Agnes N. Williams Research Professor Director
Georgetown University Law Center

Dante Disparte, Vice Chairman and Head of Policy and Communications
Libra Association

Christina Tetreault, Senior Policy Counsel
Consumer Reports

Keynote
7/8

Keynote

12:30 PM

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

Speaker
Hilary O. Shelton
Director, NAACP Washington Bureau & Senior Vice President for Policy and Advocacy

Adjournment
8/8

Adjournment

1:00 PM

2019 Financial Services Conference Advisory Committee Members

American Express Company
Association of Military Banks of America
Bank of America
Capital One Capital Research and Management Company
Certified Financial Planner Board of Standards
CUNA Mutual Group
FINRA
Freddie Mac Insurance Information Institute
JP Morgan Chase
Mortgage Bankers Association of America
NACHA-The Electronic Payments Association
Navy Federal Credit Union
Quicken Loans
Santander Bank, N.A.
VantageScore Solutions LLC
Walmart

Session Topics More Photos