2023 Agenda
WCF includes the topics women tell us they need most, along with our hallmark networking and relationship-building activities. Whether you’re just starting out or have been 'at the table' for years, you’ll find a home at Women in Consumer Finance.
Please note: This agenda is subject to change, so check back for updates as we approach December 11!
8:30 AM – 12:30 PM
Optional Pre-Conference Activities
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Networking Opportunity
8:30 AM – 12:30 PM
Our optional, pre-conference activities will help get your WCF experience kicked off before we officially begin. These activities are a unique, fun way to meet and bond with fellow attendees, take in the local scenery, and get your mind focused for the professional development to come. See the options here.
12:30 – 2 PM
Open Time for Networking
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Networking Opportunity
12:30 – 2 PM
Chat with a partner by the pool, join a colleague at the spa, or join friends for lunch.
2 – 3:15 PM
Meet Your Team
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Team Experience
2 – 3:15 PM
To kick things off, you’ll meet your team. You’ll learn more about each other's challenges, goals, and ambitions. The bonds you start forming here will continue to build over your time together.
sponsored by Spring Oaks Capital
3:30 – 4 PM
Official WCF Welcome
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Stephanie Eidelman
Women in Consumer Finance
3:30 – 4 PM
WCF Co-Founder and CEO, Stephanie Eidelman, will officially get the conference started, set the stage, and give you a rundown of what to expect over the next few days.
sponsored by Spring Oaks Capital
4 – 4:30 PM
Inspirational Keynote
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Sallie Krawcheck
Ellevest
4 – 4:30 PM
As the CEO and co-founder of Ellevest, an investing platform that helps women build and manage their wealth, Sallie Krawcheck’s professional mission is to get more money in the hands of women. She is a Wall Street trailblazer with nearly three decades of experience in the financial services industry. Sallie has led Merrill Lynch, Smith Barney, and Citi Wealth Management as CEO, and Citi as CFO. She’s been named “The Last Honest Analyst” by Fortune and one of the “Most Influential Women in Finance” by Barron’s.
4:30 – 5:10 PM
Our Stories

Cassandra Hurst
iCare Financial Corp.
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Lisa Fisher
Mission Lane

Jessica Klander
Bassford Remele
4:30 – 5:10 PM
Inspiring women will take the stage to share their stories of challenge, heartbreak, and perseverance. It’s one of the most loved and emotional parts of the conference. Literal tears are shed by the audience, so bring your box of tissues. And your notebooks, because there's no shortage of wisdom and lessons learned.
5:10 – 6:30 PM
Networking Reception
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Networking Opportunity
5:10 – 6:30 PM
Join your team and fellow attendees for some networking over drinks.
6:30 PM
Dinner on Your Own (or with your team)
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Team Experience
6:30 PM
If you're participating in our team experience (a must for first-timers), your team leader will make plans for you and your group to get dinner together (note: this one's "dutch treat," so everyone pays their own way). If not, make a reservation at one of the great local restaurants with friends.
9 – 11 PM
Karaoke
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Networking Opportunity
9 – 11 PM
NEW for 2023 - Sing your heart out with your new friends before you call it a night. (This is, of course, an optional activity for those who prefer to preserve their voices for solo car rides.)
7:15 – 8:30 AM
8 – 8:20 AM
Optional Morning Mindfulness Session
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Marisa Thomas
Capital One
8 – 8:20 AM
Slow down and clear your mind before you start your day. This mindfulness session will allow you to set intentions for the day and get into the perfect headspace to work on yourself.
8:30 – 9:45 AM
How to Make Your Voice Heard
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Marlene Fuller
Citizens Bank
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Carri McQuerrey-Funk
DLL
8:30 – 9:45 AM
(for emerging – experienced leaders)
This workshop is designed to help emerging and mid-career leaders effectively articulate their ideas, assert themselves in meetings, and communicate confidently with colleagues and superiors. We’ll address common challenges, such as being the only woman in the room, and subtle forms of discrimination and bias, such as being interrupted or talked over in meetings, being asked to take notes, or being given less strategic assignments than male colleagues. You’ll leave the session with actionable tips to implement now and a plan to address your opportunities for improvement.
8:30 – 9:45 AM
Moving from Transactional Communications to Transformational Connections
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Rebekah Luebcke
Crown Asset Management
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Lisa Rozzelle
Crown Asset Management
8:30 – 9:45 AM
(for all levels)
Transformational exchanges occur between individuals at any stage of a relationship and empower, enlighten, evoke a vision, or advance BOTH parties' agendas, personally and professionally. Learn how to give and get the most out of every relationship. Do you know what you have to offer and what you have to gain? Do you know, and are you practicing, the boundaries required to succeed in your relationships? Are you capable of maintaining the connection? We'll answer these questions and more!
8:30 – 9:45 AM
Listening is the Secret to Effective Communication. But Why is it So Hard?
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Cassandra Hurst
iCare Financial Corp.
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Della Franklin
Unifin
8:30 – 9:45 AM
(for all levels)
We know instinctively that there are significant benefits to effective listening, such as improved communication, better relationships, and increased empathy. But so many of us have trouble actually doing it. This workshop will explore the neuroscience of listening, the barriers to effective listening and how to overcome them, and specific active listening skills. You’ll leave with the tools necessary to listen more deeply and enhance your personal and professional life.
8:30 – 9:45 AM
How to Reinvigorate Your Career and Remain Engaged at Your Company
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Suzanne Currier
Currier Coaching
8:30 – 9:45 AM
(for experienced leaders)
This workshop is designed to help those who are feeling stuck to rediscover a passion for your work and find ways to grow and thrive in your current environment. We’ll cover strategies for identifying areas of interest and skill development, as well as techniques for increasing engagement and satisfaction with your current job. The goal is to help attendees find new opportunities for growth and fulfillment in their careers, while remaining committed to their current organization.
8:30 – 9:45 AM
Write Your Next Chapter
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Sherry Jordana
Sherry Jordana Associates
8:30 – 9:45 AM
(for executive leaders or experienced professionals in the later career stages or approaching retirement)
Do you have more of your career behind you than ahead? At a place in your life or career where you’re rethinking what your career looks like? If you find yourself thinking about the mark you’ve made and considering what you still want to accomplish, whether you’ve got your eye on a big career move, you’re ready to sit on a board or engage in philanthropy, or ready to retire but want to remain professionally relevant, we’ll help each other clarify our dreams and chart the path forward.
8:30 – 9:45 AM
Roundtable: The Challenges of Business Ownership
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Aleks Whitchurch
Quanta Credit Services, Inc
8:30 – 9:45 AM
(for business owners)
This is an opportunity to gather with WCF attendees who are business owners and share challenges and solutions around growth, strategy, operations, leadership, culture and more. This session will be led by one of your peers, and will have a loose agenda that allows primarily for addressing your top of mind issues.
9:45 – 10:15 AM
Networking Break
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Networking Opportunity
9:45 – 10:15 AM
10:15 – 11:30 AM
Influencing at the Executive Level
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Sherry Jordana
Sherry Jordana Associates
10:15 – 11:30 AM
(for experienced – executive leaders)
This workshop is designed to help those already at the senior management or executive level develop a stronger executive presence. Whether you need to present to the board, speak on a conference panel or podcast, or influence a broad organizational decision, you’ll learn how to communicate with impact, both verbally and non-verbally, to engage and inspire your audience. Gain insights into your own strengths and areas for improvement and develop a plan for honing your executive presence.
10:15 – 11:30 AM
Managing across Life Stages and Locations
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Paige Corin
Tidewater Finance

Rachel Auerbach
Blitt & Gaines, P.C.
10:15 – 11:30 AM
(for all levels)
In today's world, leaders face the challenge of managing employees from different generations and life stages, and in different locations. This workshop will boost your confidence to manage a diverse and dispersed workforce effectively. You’ll learn how to acknowledge the different life stages, backgrounds, and values among your team and how to leverage this diversity to enhance teamwork, collaboration, and innovation.
10:15 – 11:30 AM
Recognizing Unconscious Bias and What to Do about It
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Crystal Walker
MLT
10:15 – 11:30 AM
(for all levels)
We’ve covered the topic of recognizing unconscious bias at WCF before; We know the impact it can have on culture and on company performance. But what to do about it? In this workshop, we’ll focus on practical steps managers and leaders can take to identify and address unconscious bias and mitigate its negative effects. You’ll leave with tools you can use to take action right away and also to work with your team to enhance understanding of this important topic and how to continuously improve the culture at your organization.
10:15 – 11:30 AM
How to Create a Positive Succession Plan
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Tonia Brown
ARM Compliance Business Solutions
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Nidhi Daga
JPMorgan and Chase
10:15 – 11:30 AM
(for executive leaders)
Succession planning not only ensures the organization's long-term success and sustainability but also provides opportunities for those moving on and those moving up. In this workshop, we'll explore the elements of a successful succession planning program, including identifying key positions and individuals within the organization, assessing their readiness for leadership roles, and developing and implementing a plan for grooming them for future leadership roles. We'll also talk about the importance of communication and transparency in the succession planning process, both for the individuals being developed and the rest of the organization.
11:30 AM – 12:45 PM
12:45 – 1:25 PM
Our Stories

Lynn Reynolds
CBE Companies
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To be announced
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To be announced
TBD
12:45 – 1:25 PM
Get ready for Round 2! Inspiring women take the stage to share their stories of challenge, heartbreak, and perseverance. It’s one of the most loved and emotional parts of the conference. Literal tears are shed by the audience, so bring your box of tissues. And also your notebooks, because there's more wisdom and lessons learned that you'll want to remember.
1:25 – 1:55 PM
Fireside Chat

Amy Anuk
Moderator
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To be announced
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To be announced
1:25 – 1:55 PM
Hosted by Amy Anuk, formerly a member of the executive leadership team at Encore Capital Group and now a mentor to and investor in women-led companies, this chat features a powerhouse panel of senior women and their stories of challenge and achievement in the consumer finance industry.
sponsored by Crown Asset Management
2:20 – 3:30 PM
Trivia Smackdown
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Team Experience
2:20 – 3:30 PM
Who doesn't love a little friendly competition? Get ready for a trivia showdown. Compete with your team, or if you're not on a "Whole Shebang" team, you can play with other trivia lovers. You'll vie for the official - huge - WCF trivia trophy...and bragging rights for a year.
sponsored by Spring Oaks Capital
3:30 – 4 PM
Break
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Networking Opportunity
3:30 – 4 PM
4 – 5:15 PM
Structured Networking Activity
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Networking Opportunity
4 – 5:15 PM
This activity will allow you to meet even more fellow WCF participants. Our structured networking event is the perfect opportunity to connect with women beyond your small team.
5:15 – 6:30 PM
Break
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Networking Opportunity
5:15 – 6:30 PM
6:30 – 9 PM
Dinner & Dancing
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Networking Opportunity
6:30 – 9 PM
After a long day of self-work and professional development, it's time to let loose. Have a meal with your new friends and then join them on the dance floor (this dinner is included in your registration fee).
9 PM
Meet Your Friends at the Lobby Bar
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Networking Opportunity
9 PM
Close your day out with business partners, colleagues, and industry friends at the fabulous lobby bar or outside at the cozy firepits.
7:15 – 8:30 AM
8 – 8:20 AM
Optional Morning Mindfulness Session
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Marisa Thomas
Capital One
8 – 8:20 AM
Slow down and clear your mind before you start your day. This mindfulness session will allow you to set intentions for the day and get into the perfect headspace to work on yourself.
8:30 – 9:45 AM
Navigating Work and Maintaining Your Mental Health & Wellness
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Danielle Banner
Estate Information Services
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Amy Lanning
Estate Information Services
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Cayla-Simone Riggs
Kredit Financial
8:30 – 9:45 AM
(for emerging leaders)
This workshop will offer practical tools and strategies to help manage stress, build resilience, and maintain a healthy work-life balance. We’ll cover mindfulness techniques, breathing exercises, and other stress-reduction strategies you can use to cope with personal and professional demands, and we’ll explore ways to establish healthy boundaries, set realistic goals, and manage your time effectively.
8:30 – 9:45 AM
Managing Your Team in the Context of Mental Health
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Jessica Atkinson
WILB Effect
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Litza Bodden
Shining Light LLC
8:30 – 9:45 AM
(for experienced leaders)
Today’s environment demands that leaders must not only attend to their own well-being but also the mental health of their team members, and few of us have formal training in this area. This workshop will help to frame and start the conversation.
8:30 – 9:45 AM
Fostering a Culture of Mental Health & Well-being
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Michelle Macartney
Bridgeforce
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Tricia Wyatt
Bridgeforce
8:30 – 9:45 AM
(for executive leaders)
Promoting mental health in the workplace requires a multi-faceted approach that involves addressing both individual and organizational factors. Employers who prioritize mental health are more likely to have a productive and engaged workforce, lower absenteeism rates, and improved overall business outcomes. But where do you start? This workshop will offer a framework for further discussion with the leadership team.
8:30 – 9:45 AM
8:30 – 9:45 AM
(for executive leaders)
Is your next step retirement? Gather with a group of women at the same stage for an open and honest discussion about your plans, your dreams, and the complex emotions that retirement can bring up, including excitement, uncertainty, and perhaps even some fear or anxiety. You’ll find a supportive environment to share your concerns, questions, strategies and tips for navigating this life change. Maybe you’ll even leave with a new retirement sister!
10 – 10:40 AM
Inspirational Keynote Speaker
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To be announced
10 – 10:40 AM
Event description coming soon...
10:40 – 11 AM
Powerful Closing Activity
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Stephanie Eidelman
Women in Consumer Finance
10:40 – 11 AM
To close out our time together, we’ll challenge you to reflect upon what you learned and think about how you can apply it moving forward. You’ll have the chance to share your takeaways and goals with your new support system.
"Whole Shebang" teams - this is your final opportunity to bond before parting.