Join fintech & non-profit leaders from True Link Financial, Mission
Asset Fund, Nova Credit, Kiva to discuss the future of financial
access. The financial system we have today is not designed for
everyone. A disproportionate number of minority, immigrant, the
elderly, disabled people and low-income households are invisible to
banks and credit institutions. Lack of access to basic financial
services such as lending, saving and building credit perpetuates the
under-priviledged groups in our society. How do we use technology to
help more people be part of our financial system? We have four
speakers across fintech and non-profit sectors that can help answer
these questions and allows us to reimagine a financial system for all.
Speakers Kai Stinchcombe, Co-Founder and CEO of True Link Financial
True Link is a financial services company that helps protect
vulnerable individuals with a Visa® Prepaid Card and investment
advisory services. Kai’s experience building data-driven financial
products combined with his personal passion for financial security in
retirement drove him to launch True Link Financial. He is a frequent
speaker on innovation and the venture process with deep relationships
in Silicon Valley. Kai is also the founder of the Roosevelt
Institution, a nonprofit that recently celebrated its tenth year and
won a MacArthur Award for Creative and Effective Institutions. He
holds degrees from Colorado College and Stanford University, and was a
member of the President's Working Group on Aging and Technology under
President Obama. Jose Quinonez, Founder and CEO of Mission Asset Fund
Mission Asset Fund is a non-profit creating a fair financial
marketplace for hardworking families. José A. Quiñonez is the
Founder and CEO of Mission Asset Fund. Quiñonez is helping
individuals overcome these challenges by linking rotating credit
associations or lending circles, a traditional cultural practice from
Latin America, Asia, and Africa, to the formal financial sector.
Through the Mission Asset Fund (MAF), Quiñonez has created a
mechanism for reporting individuals’ repayment of small,
zero-interest loans to credit bureaus and other financial
institutions. With Quiñonez and MAF providing the technology
necessary to disperse and track loans (a significant hurdle for many
nonprofits) and assisting in securing local partners and investors, 53
nonprofit providers in 17 states and the District of Columbia are now
using this powerful model in their communities. Betsy McCormick, Head
of Customer Success of Nova Credit Betsy McCormick has spent the
majority of her career in financial inclusion. Her interest in the
power of finance to do good was first developed at Kiva Microfunds,
where she led Kiva's Central America strategy by building partnerships
with microfinance institutions across the region. Following business
school, Betsy spent 2+ years as a McKinsey consultant, focusing on
growth and operations for a variety of clients in the finance sector,
including national banks, government lenders and payments companies.
Today, she serves as the Head of Customer Success at Nova Credit, a
technology company that provides international credit reports to
financial institutions and property managers. In her role, Betsy is
responsible for the growth of all customer relationships as well as
oversees the support function. Anne Lufkin, U.S. Manager, Pacific
Northwest Region of Kiva Anne Lufkin-Riaño is the regional manager
for the Pacific and Mountain region for the Kiva US Program. Her
initial interest in microfinance began as she helped street children
from Colombia build nano-enterprises that would help promote
self-sufficiency and break the cycle of poverty for the children as
well as their families. More recently, her first-hand experience of
entrepreneurship familiarized her with navigating the barriers faced
by immigrant business owners face every day. Anne is passionate about
solving financial exclusion for immigrant and refugee populations in
the US. In addition to managing the Pacific and Mountain region, she
spends her time at Kiva developing programs that support the most
financially, linguistically and technologically excluded
entrepreneurs. Anne has a BA from Michigan State University in
bilingual education and an MBA from Georgetown University. She is
fluent in Spanish and has a background in international development
and has worked as consultant for Deloitte & Touche, the Inter-American
Development Bank and USAid. Amrit Pal (Moderator), Product Lead.
Former Square & Kopo Kopo Amrit Pal is a Product Leader based in the
Bay Area. Amrit led and started two products in billions of dollars in
volume at Square, which became the fastest growing product in Square's
history. Earlier, he led product at a fintech startup in sub-saharan
Africa named Kopo Kopo, whose software powers the largest independent
merchant network in the mobile money industry. Amrit has lived in
Kenya, India, Seattle and San Francisco. Outside work, he is a fellow
at a FinTech research institute at University of California.
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28/01/2020 Last update