We want to Thank the 2023 Sponsors and Look forward to listing your organization here for 2024!
Navigating Economic Transitions
Buckle up for a wild ride as financial and credit consultants team up to conquer economic transitions with flair and finesse!
Join us for a transformative event designed to elevate your professional skills and knowledge, starting at 11:30 on Monday morning with an opening lunch. The inspiring opening by Bill Mills sets the stage for a series of impactful sessions, beginning with Nguyen “Tom” Griggs' “Client Service Jujitsu: How to Flow, Redirect & Manage Challenging People for Mutual Wins,” equipping you with strategies to handle difficult clients effectively.
Engage in breakout sessions featuring expert insights, such as a creative financial education seminar by JB McGinnis and an interactive CIA case study led by Coretta Hering. Don’t miss the session on economic inclusion with representatives from the FDIC, OCC, and the Treasury Department. The first day concludes with a delightful evening reception, perfect for networking and building connections.
The event continues on Tuesday from 9:00 AM to 5:00 PM, with a focus on emotional intelligence in consulting, presented by Dr. Michael J. Davis. Participate in sessions on embedding ethics in financial education with Bill Mills, and gain valuable insights into small business credit during a lunch plenary session with Elaine Cozart from FICO. Rebecca Thompson from the US Treasury will share her expertise, and Lisa Mifflin from the Office of Comptroller of the Currency will discuss how banks can aid family financial capability. Discover what you need to know about student loan repayment with Carter David, and explore financial strategies for empowering people with disabilities with our international speaker, Dharshan Naidu, and Maria Jaramillo from the National Disability Institute with Providing Financial Coaching to People with Disabilities: A guided Forum!
On Wednesday, from 9:00 AM to noon, Christy Finsel, Ph.D., will present on nationally-available Native financial capability resources, highlighting successful programs and collaborative opportunities. The event concludes with insightful sessions and a closing address by Sharon Giovinazzo, leaving you with actionable strategies and new connections to enhance your professional journey.
We want to Thank the 2023 Sponsors and Look forward to listing your organization here for 2024!