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. The opening by Bill Mills sets the stage for a series of impactful sessions, starting 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 affordable housing panel with Katrina Washington and a networking reception to wrap up the first day.
The second day continues 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 from Elaine Cozart. 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. Explore financial strategies for empowering people with disabilities and understand the credit repair industry with Matt Liistro.
On the final day, 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!