$315 – $415

2019 Engage Financial Services Summit

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GreenPath Financial Wellness

36500 Corporate Drive

Farmington Hills, MI 48331

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Refund Policy

Refund Policy

Refunds up to 30 days before event

Event description
You are invited to attend the 2019 Engage Financial Services Summit, hosted by GreenPath Financial Wellness!

About this Event

Date: Tuesday, April 16, at 6 p.m. - Wednesday, April 17 at 4:30 p.m. ET

Location: GreenPath Financial Wellness Headquarters, 36500 Corporate Drive, Farmington Hills, MI

Cost: $315 until 2/22/19 (Early Bird Registration - Deadline further extended due to technical difficulties); or $415 after 2/22/19

Breakfast and lunch are included.

Register by Friday, February 22, and, in addition to saving $100 on registration, you'll be automatically entered into a drawing for your chance to win a $25 Visa gift card and GreenPath swag bag! Those who have already registered will also be entered.

Who should attend: Leaders and key staff members

The summit is designed for leaders and key staff of credit unions, banks, and other financial services companies who want to learn how to deepen engagement with members, customers, and employees.

If you are new to the financial services industry or would like to add new skills to your toolbox, this year’s summit is an opportunity to connect, learn, share and engage!

Session topics will include Human Centered Design, behavioral science, empathetic and non-violent communication, and other proven methods to deepen consumer and employee engagement. More information available on the preliminary agenda below.

Read our blog post A View from the Summit to learn a bit about the last year's summit and get excited for this year's iteration!

Questions? Contact partnerrelations@greenpath.com.

Preliminary Agenda

Subject to change - be sure to check back for updates!


6 p.m. - 7:30 p.m.

Welcome Reception

Mingle with summit attendees over light refreshments and join us for a Culture Walk to get grounded in human centered design, empathy, and the culture shift GreenPath has gone through the past few years.


8:30 a.m.


8:30 a.m. - 9:15 a.m.

Networking Breakfast

9:15 a.m. - 9:30 a.m.

Opening Remarks

9:30 a.m. - 10:30 a.m.

Keynote: A Thriving Culture Drives a Thriving Business

Donna McNeill, Chief Operating Officer, GreenPath

Nicole Bladzik, Director of Innovation, GreenPath

Companies are eager to understand the link between culture and organizational performance. Culture is not just about space, open floor plans and Foosball tables. Creating a culture where people feel connected drives powerful results and requires intentional effort.

Learn how to transform your culture by creating a powerful vision, engaging your team, and bringing the client to the center of the work to drive game-changing results. Gain practical insights that can be applied to your company.

10:30 a.m. - 11 a.m.

Networking Break

11 a.m. - 12 p.m.

Breakout Sessions

Empathy Matters, Especially in Business

Maja Reed, Empathy Coach, GreenPath

Empathy in business matters, it’s a crucial competitive advantage in the workplace. Understanding the brain science behind empathy is part art and part science. Deepening our empathetic communication is a skill that anyone can learn.

Maja Reed, GreenPath Empathy Coach, will lead participants in an activity designed to help you understand how to communicate more empathetically and connect more deeply to your coworkers and customers.

This breakout session will:

  • Introduce you to the different communication styles of the right and left hemispheres of the brain.
  • Show you how to blend the right and left hemisphere communication styles to improve results.
  • Provide empathy based communication styles you can implement in your workplace today.

Why Budgeting Doesn't Work

Stephanie Holmes-Winton, Founder & CEO, CacheFlo

Traditional budgeting continues to be the go to solution for a cash flow crunch or mounting debt problem, but there is no evidence that most people can actually stick to it over time. The world of personal money management has changed especially over the last 30 years, and budgeting isn't very compatible with electronic spending and the general pace of our lives. Whether or not we mean to it's pretty easy to run out of money before we run out of month. Traditional budgeting simply isn't flexible enough for people today to use effectively for the long term. Not to mention the word budgeting causes most people to feel restricted, and a sense of loss, and gets them to focus on what they can't have.

In this session we'll discuss the pitfalls of traditional budgeting and dig in to why it really doesn't work. We'll also explore how to help people get more life from their money by managing more compatible and sustainable behaviour changes that still flex with their day to day lives. Learn how behaviour based spending management will help people find the money to fund savings accounts, long term investments and pay down debt faster all while funding some of the short term goals that really matter to them right now.

Money is about so much more than math, join the session to explore behaviour based opportunities for financial change that your organization can use as you work to help people improve their financial health.

12 p.m. - 1 p.m.

Networking Lunch

1 p.m. - 2 p.m.

Breakout Sessions

2 p.m. - 2:30 p.m.

Networking Break

2:30 p.m. - 3:30 p.m.

Using Behavioral Science to Simplify Engagement for Maximum Impact

Moderator: Andy Manthei, Business Development Specialist, GreenPath

Panelists: Stephanie Holmes-Winton, Founder & CEO, CacheFlo; TBA, EarnUp; and Katy Davis, Managing Director, ideas42

Engaging the people you serve is hard. Diverse backgrounds, knowledge, and social status often make it particularly challenging to know how to engage people in ways that connect and meet them where they are. Hear from three distinct organizations—CacheFlo, EarnUp, and ideas42—about how they have used behavioral science to engage and deliver interventions to people in ways that simplify their financial lives and make it easier to make wise choices.

3:30 p.m.

Closing Remarks


The 2019 Engage Financial Services Summit hotel block will be at:

Holiday Inn Express & Suites: Detroit-Novi

39675 12 Mile Road

Novi, Michigan 48377

Hotel Information:

The rate is $112.99 for the night of Tuesday, April 16. The hotel is approximately 5 minutes away from the GreenPath offices where the summit will be held. To reserve your room, click here. The cut off date for reservations is Monday, March 25, or when the block sells out, whichever comes first.

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GreenPath Financial Wellness

36500 Corporate Drive

Farmington Hills, MI 48331

View Map

Refund Policy

Refunds up to 30 days before event

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