July 12-14 | San Diego, CA


About the Financial Capability Network

The Financial Capability Network is a nationwide coalition of financial institutions that are committed to improving the financial capability of Americans of all ages and income levels, enabling them to make sound financial decisions preparing them for a lifetime of financial success.

As a member of the Financial Capability Network your organization has access to award-winning training, compliance and regulatory expertise, dynamic tracking and reporting, peer and executive networking, and groundbreaking financial capability research enabling your organization to drive lasting impact on your consumers and community.


Wednesday, July 12

6:00PM – 8:00PM

Welcome Reception

Thursday, July 13

7:00AM – 8:00AM

8:00AM – 8:15AM

Opening Remarks Ray Martinez, EVERFI

8:15AM – 8:45AM

The Power of Networks: Connecting Public Sector, Private Sector, and Non Profits | Tom Davidson, EVERFI & Frank Keating, Former Governor of Oklahoma

8:45AM – 9:00AM

59 Million Strong: The U.S. Hispanic Financial Opportunity | Jorge Daboub, Univision

9:00AM – 9:45AM

FutureSmart Generation: Research and Insights on Financial Capability in Young Leaders Dr. Dan Zapp, EVERFI, Dennis Duquette, Mass Mutual and Elliott Powell, San Marcos Middle School

9:45AM – 10:15AM


10:15AM – 11:00AM

Ideas From the Field: How Peers Are Getting CRA Credit |  Irv Ashford, Comerica, Greg Matthews, Pacific Western Bank and Guillermo Sandoval, Tri Counties Bank

11:00AM – 11:45AM

Building a Roadmap to Financially Capable Consumers | Laura Neville, Don Prodehl, Steve Rice, EVERFI

11:45AM – 12:15PM

Embracing Your Regulator: Strategies to Make Your Exam Go Smoothly |  Rey Ocañas, BBVA Compass, Nancy Malinconico, Kearny Bank and Barbara Boone, Alliance Bank of Arizona

12:15PM – 1:00PM

Inside the Beltway: Deciphering the Latest From Washington | Steve Bartlett, Former Mayor of Dallas

1:00PM – 1:30PM


2:00PM – 4:00PM
Sailing on The Yacht America

4:00PM – 7:00PM

7:00PM – 10:00PM
Reception & Dinner

Friday, July 14

7:30AM –  8:15AM

8:15AM – 8:30AM

Update From the FCN | Steve Rice, EVERFI

8:30AM – 9:00AM

Spellbound: Gaining Influence, Captivating Audiences, Unlocking Success |  David Kwong, TED Speaker, Magician, and New York Times Crossword Puzzle Creator

9:00AM – 9:30AM

Using Financial Education to Engage Your Community | Effie Dennison, Texas Capital Bank, Lizzie Mason, Amarillo National Bank and Mark Goldman, TCF Bank

9:30AM – 10:00AM

Empowering Entrepreneurs In Your Communities to Grow Their Small Business | Bria Barker and Will Farmer, EVERFI

10:00AM – 10:30AM


10:30AM – 11:00AM

What Financial Capability Means To Me | Rita Garza, BBVA Compass, Colleen Forness, LendingTree and Raymond Beattie, Crawford High School

11:00AM – 11:30AM

Closing Remarks | Ray Martinez

Conference Concludes


Tom Davidson
Co-Founder & CEO, EVERFI
Tom Davidson is the co-founder and Chief Executive Officer of EVERFI, Inc. based in Washington, D.C. Since starting the company in 2008, he’s led EVERFI from a startup in a Georgetown apartment to an organization with 3,300 partners and engagement with 20,000 K-12 schools and higher education institutions.
Read more…

Ray Martinez
Co-Founder & President, Financial Education, EVERFI
Ray Martinez is the Co-Founder and President of EVERFI’s Financial Education division. As President, Ray leads business development strategy to bring EVERFI’s financial capability and life skills products to both K-12 students and adults through partnerships with hundreds of financial institutions and organizations across the US. Read more…

Steve Rice
Executive Vice President, EVERFI
Steve has built a career around the union of technology, education, and finance. His diverse background includes teaching and serving on school boards, working for innovative technology companies like LivingSocial and AOL, and serving as a tech consultant for Coca-Cola.
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Steve Bartlett
Advisory Board Member, EVERFI
Steve has over 30 years of experience in financial services, business strategy, corporate governance, ethics and compliance, and public policy. His most notable positions include President & CEO of the Financial Services Roundtable, Mayor of Dallas, and a member of the U.S. House of Representatives.

Frank Keating
Advisory Board Member, EVERFI
Frank Keating is currently a senior partner in the international law firm of Holland & Knight.  Formerly, he was the president and CEO of the American Bankers Association. The ABA is a 140 year old association that represents banks of all sizes and charters and is the voice for the nation’s $13 trillion banking industry and its two million employees.
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David Kwong
TED Speaker, Magician, and NY Times Crossword Puzzle Creator

As a magician and New York Times crossword puzzle constructor, David Kwong has delighted and confounded audiences worldwide. A TED Talk favorite, Kwong regularly speaks to companies about the principles of illusion: the science behind influence, leadership and getting a step ahead.

Kwong was the head magic consultant for the magician heist film “Now You See Me,” and is currently the secret code advisor on NBC’s “Blindspot.” Kwong studied the history of magic at Harvard.

Jorge Daboub
Senior Vice President of Business Development, Univision

Jorge Daboub is senior vice president of Business Development for Univision Communications, Inc., the leading media company serving Hispanic America. With over 25 years of marketing and sales experience with expertise in the U.S. Hispanic consumer, Daboub co-leads a team of seasoned marketing and sales veterans who consult with senior marketing and C-Suite executives across industries to help them understand and harness the power of the U.S. Hispanic consumer. The team’s capabilities include Hispanic brand building, strategic planning, research, consumer insights, marketing, advertising and media. Daboub also leads a number of category verticals for Univision including finance, e-commerce, health & wellness, consumer electronics, and movie and gaming. Daboub has played an important role in the Company’s efforts to promote good health behavior among U.S. Hispanic audiences. Read more…


Hotel Del Coronado

1500 Orange Avenue

Coronado, CA 92118


For questions about this event,
please contact Lindsey McElhaney at:

Phone: (301) 461-8032

Email: lmcelhaney@everfi.com

Web: http://www.everfi.com