Learning Objectives
Host: Courtney Davis, principal, Deloitte & Touche LLP
Presenter: Brad Mervis, managing director, Deloitte & Touche LLP
Chris Tucker, senior manager, Deloitte & Touche LLP
- How a revised approach to regulation and embracing the spirit (beyond just the letter of the law) can be beneficial
- Three critical, recent financial inclusion and consumer protection-focused regulatory developments
- Four business focus areas that financial institutions should consider to better serve unserved and underserved communities
Meet the speakers
Courtney Davis
As the Purpose and DEI Office, Financial Inclusion leader, Courtney collaborates with impact-focused private, public, and nonprofit organizations dedicated to improving financial health, access to capital, and entrepreneurship opportunities for underserved communities. As a prominent author, he has published thought leadership advocating for financial inclusion and Deloitte's perspective on advancement. In addition, as a principal of Deloitte & Touche LLP, Courtney has played a pivotal leadership role in driving advisory services for the Banking & Securities sector with a particular focus on risk management and regulatory compliance supporting functions including Risk, Finance, and Technology. He resides in New York with his wife and three children.
Brad Mervis
Brad is a Managing Director in Deloitte's Risk and Financial Advisory practice and has over 18 years of experience serving clients across the Financial Services industry. Brad focuses on helping clients undertake risk and controls transformation initiatives as well as execute and modernize risk, control and compliance programs. Brad has led multiple complex technology and controls tranformation efforts and offers experience in the areas of control readiness and assurance, cyber risk management, and operational risk management.
Chris Tucker
Chris is an Advisory senior manager with Deloitte & Touche LLP where he helps deliver data, regulatory risk, and reporting solutions for his banking and other financial services clients. For more than 10 years, his focus has been leading large scale data management, data modernization, regulatory reporting, data analytics, and controls testing projects, helping his clients migrate data to the cloud, streamline regulatory reporting, optimize their legacy data environments, and enhance data related controls primarily in the banking and capital markets sector.
Resources
