5 Apr.

Financial inclusion: Rewriting the rules for responsible banking

Wednesday, 11:00 a.m.  ET | 30 min
Event language: English

Social, economic, and political drivers and recently proposed consumer protection regulatory changes have made financial inclusion a business imperative across financial services. In this environment, how should banks be thinking about this moral and business imperative? Participants will hear firsthand how several Deloitte professionals are advising clients to evaluate and innovate, ultimately achieving a more inclusive banking industry. 

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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

Courtney Davis

Principal | Deloitte & Touche LLP

Courtney Davis is a principal in Deloitte & Touche LLP providing risk and regulatory advisory services in the banking and capital markets industry, focused on regulatory reform, credit risk management, and capital management. He has more than 20 years of experience and has supported several of the firm’s largest clients leading complex engagements for various functions including risk, treasury, finance, and technology.  

Brad Mervis

Brad Mervis

Advisory Managing Director | Deloitte & Touche LLP

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 Tucker

Advisory Senior Manager | Deloitte & Touche LLP

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.


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Wednesday, 5 Apr 2023 11:00 a.m. ET