FinTech For Good Panel: Digital Financial Inclusion, the business opportunity of serving the underserved in a digital world

by Haas FinTech Club

Lecture FinTech For Good

Tue, Apr 10, 2018

5 PM – 8 PM PDT (GMT-7)

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Wells Fargo Room, Berkeley Haas School of Business

2220 Piedmont Avenue, S430, Berkeley, CA 94720, United States

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FinTech is disrupting the financial services industry, delivering improved customer experience, faster transactions, and cheaper products to a wider audience. With the application of AI, Big Data, mobile, blockchain, and other technologies; unbanked and underserved customers who previously could not be served profitably can now be valuable new customers in a big emerging market that only in the US represents $173 billion of value.

Come and learn from our distinguished panelists how innovation, technology, and user-centered designs can change the way we serve the financial needs of underserved consumers. Join us in the discussion of how we can expand opportunities and increase our impact towards Digital Financial Inclusion.

Agenda:
5:00 - 5:30 pm Registration
5:30 - 6:45 pm Panel Discussion
6:45 - 8:00 pm Networking

Speakers

Jackie Hyland's profile photo

Jackie Hyland

Director, Global Gateway

Silicon Valley Bank

https://www.linkedin.com/in/jackiehyland/

Jackie Hyland is a Director on Silicon Valley BankÔÇÖs Global Gateway team, which was established to work with innovation companies and their investors in international and emerging technology-focused markets. Leveraging her years of experience in Latin America, Jackie handles business development and manages SVB client relationships with venture capital investors and entrepreneurs in the region. Jackie joined SVB after leading deal activity and portfolio engagement in Latin America as an investment associate with Accion Venture Lab. Jackie founded a womenÔÇÖs entrepreneurial mentoring program in Panama in partnership with Vital Voices and the U.S. State DepartmentÔÇÖs Pathways to Prosperity in the Americas initiative. Jackie holds a bachelor of arts in international relations and journalism from Baylor University and a graduate certificate in business from the Instituto Tecnol├│gico Aut├│nomo de M├®xico (ITAM).

Wendy De La Rosa's profile photo

Wendy De La Rosa

Co-Founder & Principal

Common Cents Lab

https://www.linkedin.com/in/wendy-de-la-rosa/

Wendy is the co-founder and principal of Common Cents Lab, a research center that is focused on helping low and middle-income households make better financial decisions using social science. She is also a Ph.D. at Stanford University, focusing on consumer behavior and financial decision-making. She was recently named Forbes' 30 under 30 in Finance. Prior to starting Common Cents, she was Irrational Labs' Lead Behavioral Strategist, where she is focused on designing user and employee experiences using behavioral economic theories and was on the founding behavioral economics team at Google. Prior to her life as a behavioral scientist, Wendy was a private equity investor at Goldman Sachs and Centerbridge Partners. She holds a B.S. in Economics from The Wharton School.

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Catherine Berman

CEO & Co-founder

CNote

https://www.linkedin.com/in/catherineberman/

Catherine Berman is CEO and Co-founder of CNote, an investment platform delivering competitive returns with no fees, no minimums and 100% social impact. She is a 3X entrepreneur with experience building and scaling profitable businesses with transformative social impact. Prior to CNote, Catherine served as Managing Director at Charles Schwab and Senior Vice President at Venture Capital firm, Astia. Her last startup, Global Brigades, grew to a multi-million dollar in a few short years and is now the global category leader. Catherine has worked with impact investments for over a decade, speaking at Google, Stanford University, Oxford University, SoCap, Coinbase and others about the importance of values-aligned investing.

Jessica Eting's profile photo

Jessica Eting

Co-Founder

Flourish

https://www.linkedin.com/in/jessica-eting-2807b3a/

Jessica Eting is the co-founder of Flourish, a fintech startup focused on helping people build saving habits. COO with 10+ yrs of experience in technology and operations within the nonprofit and philanthropic sector. During her nonprofit tenure, she developed and delivered services to help nonprofits use technology to improve their operations, effectively serve their communities, and find innovative ways to collaborate across organizations for regional and statewide impact. Jessica joined College Futures Foundation in 2013. She is responsible for the management and implementation of the FoundationÔÇÖs policies and procedures related to grants administration. Previously, Jessica was a program manager at ZeroDivide, a nonprofit focused on increasing opportunities in underserved communities by leveraging the power of technology. Jessica holds a bachelorÔÇÖs degree in Political Economy of Industrial Societies and in ethnic studies from the University of California, Berkeley. She is currently pursuing her M.B.A. at the Haas School of Business at the University of California, Berkeley.

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Billie Miric

Leader Social Innovation Strategy

PayPal

https://www.linkedin.com/in/miricbillie/

Billie Miric is leading the Social Innovation Strategy, Analytics and Insights Team at PayPal Inc. This team delivers data-driven insights and strategy recommendations across product, marketing, and business development in the Social Innovation Business Unit at PayPal, an area focus on making the link between the company's business strategy and financial inclusion goals. Billie also drives the collaboration with external stakeholders to help position PayPal brand in the area of financial health and ÔÇÿpowering givingÔÇÖ by using data as a strategic asset. Before PayPal, she developed a successful career in corporate and business development at Procter & Gamble, enabling critical investment decisions across a multi-billion dollar revenue portfolio. She left P&G to start a company with an award-winning business model which uses the latest behavioral science insights to promote physical activity and enable crowd-fundraising. Billie graduated in Computer Science and Information Technology in Serbia and is currently getting an MBA degree from Berkeley Haas School of Business.

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