AGENDA Time Topic/Speakers 9:00 a.m. 9:30 a.m. Welcome - - PDF document

2018 Consumer Financial Services Symposium

Monday, December 3rd, 2018 1601 K Street NW, Washington, DC 20006

AGENDA

Time Topic/Speakers 9:00 a.m. – 9:30 a.m. Welcome — Registration and Breakfast 9:30 a.m. – 10:55 a.m.

PANEL 1

Litigation, Regulatory Compliance, and Government Enforcement Trends, including Fair Lending, UDAAP and Consumer Bankruptcy Regulatory Actions Our panelists will discuss how potential changes to the HUD disparate impact rule, the new OCC FinTech charter, the evolving roles of the CFPB and DOJ in enforcement actions, including in UDAAP and bankruptcy- related matters, are affecting the financial services industry. Moderator:

• Brian M. Forbes, Partner, K&L Gates LLP

Speakers:

• Arthur P. Baines, Vice President, Co-Practice Leader of Financial

Economics, Charles River Associates

• Olivia Kelman, Associate, K&L Gates LLP
• John ReVeal, Partner, K&L Gates LLP
• Robert W. Sparkes, III, Partner, K&L Gates LLP
• Stephen G. Topetzes, Partner, K&L Gates LLP
• Phoebe S. Winder, Partner, K&L Gates LLP

11:00 a.m. – 12:00 p.m.

PANEL 2

Taking Stock After the Midterms: Policy Developments Affecting the Financial Services Sector Our seasoned professionals will be joined by staff to key policymakers to discuss legislative and political developments affecting the financial services sector and the future of the Bureau. Moderator:

• Daniel F. C. Crowley, Partner, K&L Gates LLP

2018 Consumer Financial Services Symposium

Monday, December 3rd, 2018 1601 K Street NW, Washington, DC 20006

Speakers:

• Scott Farnin, Financial Services Counsel to Rep. Joyce Beatty (D-

OH)

• Kyle Hauptman, Counselor to Senator Tom Cotton (R-AR)
• Dennis Kelleher, President & CEO, Better Markets

12:00 p.m. – 1:30 p.m. Lunch and Keynote Presentation In recognition of the 50th anniversary of the Fair Housing Act, K&L Gates’ Paul Hancock will discuss its impact on the mortgage lending industry. Speaker:

• Paul F. Hancock, Partner, K&L Gates LLP

1:30 p.m. – 3:00 p.m.

PANEL 3

The Evolving Regulatory and Litigation Landscape of the FinTech Sector Our panelists will address the fair lending implications for the FinTech sector, including research, policy, use of alternative data, and compliance. Additionally, the panelists will address how FinTech may be affected by intellectual property law, including the limited patent protection available and how companies can use trade secret law to protect their business

• methods. The panel also will address regulatory requirements with regard

to emerging payment systems and money transmitter laws, including how those laws affect cryptocurrency and the impact of the new OCC Fintech charter. Moderator:

• Dr. Marsha J. Courchane, Vice President, Co-Practice Leader of

Financial Economics, Charles River Associates Speakers:

• Melissa Koide, CEO, FinRegLab
• Rajini Acharya, Associate, K&L Gates LLP
• Andrew C. Glass, Partner, K&L Gates LLP
• Jeremy M. McLaughlin, Associate, K&L Gates LLP
• Linda C. Odom, Partner, K&L Gates LLP

2018 Consumer Financial Services Symposium

Monday, December 3rd, 2018 1601 K Street NW, Washington, DC 20006

3:00 p.m. – 3:15 p.m. Break 3:15p.m. – 4:45 p.m.

PANEL 4

Cybersecurity, Privacy and Data Breach: Understanding and Managing Risk In the final segment, our panelists will start by discussing significant developments in cybersecurity, privacy and data breach laws during 2018. Next, the panelists will explore the evolving cyber threat landscape and hot topics in cybersecurity insurance and its role in managing risk. The panelists will close by working through a hypothetical cybersecurity threat. Bring your questions: we welcome audience input. Moderator:

• Dave Christensen, Partner, K&L Gates LLP

Speakers:

• Courtney Stout, Chief Privacy Officer, S&P Global
• Kevin Kirst, Principal – Forensic Services, Charles River

Associates

• Julia Jacobson, Partner, K&L Gates LLP
• Jonathan Cohen, Partner, K&L Gates LLP

4:45 p.m. – 6:00 p.m. Cocktail and Networking Reception