2024 Agenda
At WCF, you’ll get insights from industry leaders on how to leverage cutting-edge technology, embrace change, and improve team engagement, 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 that this agenda is a work in progress. All items are subject to change as we finalize event details.
8:30 AM – 12:30 PM
Optional Pre-Conference Activities
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 fun way to meet fellow attendees and take in the local scenery before we get started. See the options here.
12:30 – 2 PM
Open Time for Networking
Networking Opportunity
12:30 – 2 PM
Catch up with partners over coffee, join a colleague at the spa, or join friends for lunch.
2 – 3:15 PM
Meet Your Team
Team Experience
2 – 3:15 PM
To kick things off, you’ll meet your team. During this time, you’ll learn more about each other's goals and ambitions. The bonds you start forming here will continue to build over your time together.
Team experiences sponsored by Spring Oaks Capital and Bank of America
3:30 – 4 PM
Official WCF Welcome
Stephanie Eidelman
Women in Consumer Finance
Lisa Rozzelle
Women in Consumer Finance
3:30 – 4 PM
Stephanie Eidelman, WCF Co-Founder and CEO, and Lisa Rozzelle, Director of WCF, will officially get the conference started, set the stage, and give you a rundown of what to expect over the next few days.
4 – 4:30 PM
Inspirational Keynote
Dr. Jennifer Bryant
Capital One
4 – 4:30 PM
Dr. Jennifer Bryant will take the stage as our opening keynote speaker. More details coming soon!
Sponsored by Finvi
4:30 – 5:10 PM
Our Stories
Roni Teson
Teleperformance
Letitia Cherry
Capital One
Kelly Mack
Maryland Department of Labor, Office of Financial Regulation
Lisa Rozzelle
Women in Consumer Finance
4:30 – 5:10 PM
Inspiring women take the stage to share how their personal life has impacted their professional trajectory. It’s one of the most loved and emotional parts of the conference. Bring your box of tissues and a notebook for all the lessons you'll learn.
Speakers: Roni Teson, Letitia Cherry, Kelly Mack
Moderator: Lisa Rozzelle
Sponsored by DRN Data & Beyond Finance
5:10 – 6:30 PM
Networking Reception
Networking Opportunity
5:10 – 6:30 PM
Join your team and fellow attendees for casual networking over drinks.
6:30 PM
Dinner on Your Own (or with your team)
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. Both on and off-site options are available.
Team experiences sponsored by Spring Oaks Capital and Bank of America
After Dinner
Meet Your Friends (or make new ones)
Networking Opportunity
After Dinner
Take this time to spend time with connections or build new relationships in a casual atmosphere without worrying about kids, spouses, or other distractions.
7:15 – 8:30 AM
Breakfast
Networking Opportunity
7:15 – 8:30 AM
Sponsored by Phillips & Cohen Associates, Ltd.
8:30 – 9:45 AM
Cultivating Your Energy to Live with Balance & Abundance
Marisa Thomas
DoorSeffect
8:30 – 9:45 AM
(for all levels)
So much of what we are capable of remains buried under a mountain of other commitments. If you are noticing that the gains you want to make in life and your career continue to be out of your reach, then join Marisa Thomas to learn how to cultivate, position, and balance your energy to help push you forward instead of holding you back.
Speaker: Marisa Thomas
8:30 – 9:45 AM
The Art of Networking & Building Your Communication Style
DeAnna Busby-Rast
Authentica Group
8:30 – 9:45 AM
(for all levels)
Whether you're experienced or new to networking, this session will provide you with insights and strategies to enhance your interactions. You'll explore effective communication techniques and refine your personal brand for maximum impact. Expect engaging collaborative discussions, hands-on exercises, and invaluable tips from DeAnna that will set you up for success in today's interconnected world. Don't miss this chance to elevate your influence, perfect your elevator pitch, and make powerful first impressions.
Speaker: DeAnna Busby-Rast
8:30 – 9:45 AM
Supercharge Your Career, Health, & Performance with AI
Jessica Atkinson PMP, CMP, CSM
WILB Effect
8:30 – 9:45 AM
(for all levels)
Join us for a non-technical, motivational exploration of AI's transformative potential in supporting your career, enhancing performance, and nurturing mental health. Discover practical AI tools that streamline tasks, reduce administrative burdens, and boost productivity. Don't miss this opportunity to harness the power of AI to improve meeting structures, assist in setting boundaries, and contribute to personal and professional growth.
Speaker: Jessica Atkinson
8:30 – 9:45 AM
Thriving in Your Career: How to Do What You Love & Love What You Do
Suzanne Currier, MA, PCC
Currier Coaching
8:30 – 9:45 AM
(For mid-career & experienced leaders)
If you’re feeling stuck, frustrated, unchallenged, or just ready for a change, this workshop is for you. We’ll cover strategies for identifying your most energizing work, what you want next, and how to take action to get there. You’ll leave more empowered to drive your career forward and thrive in your everyday life!
Speaker: Suzanne Currier
8:30 – 9:45 AM
Becoming Superwoman: Breaking the Chains of Self-Doubt
Sandy Aquino
Proximity Leadership Network
8:30 – 9:45 AM
(for emerging leaders)
Every little girl wants to become a superwoman when she grows up, but then something happens along the way that makes her believe she can’t. If you’re stuck in a cycle of negative self-talk, fear, or doubt then join us for this transformational workshop so you can get back to becoming the Superwoman you were always meant to be!
Speaker: Sandy Aquino
9:45 – 10:15 AM
Networking Break
Networking Opportunity
9:45 – 10:15 AM
10:15 – 11:30 AM
Embracing Change Early in Your Career
Le'nore Caldwell
Spring Oaks Capital
Cara Stapleford
Spring Oaks Capital
10:15 – 11:30 AM
(for emerging leaders)
As a young professional, it's important to remember that embracing change early in your career is key to your personal and professional growth. This workshop will dive into some of the challenges faced by new professionals in the industry and offer practical takeaways to help you evaluate where you are and feel empowered in the next steps of your career.
Speakers: Le'nore Caldwell & Cara Stapleford
10:15 – 11:30 AM
Creating Impact & Opportunities through Servant Leadership
Jen Raber
Protiviti
Amanda Jones
CBE Companies
10:15 – 11:30 AM
(for emerging & experienced leaders)
This workshop will focus on the benefits of servant leadership and how this management style could increase engagement, performance, and commitment. During the session, you'll learn how to empower your team, build trusting relationships, and enhance the culture of your organizations.
Speaker: Jen Raber & Amanda Jones
10:15 – 11:30 AM
Building a Strong Financial Foundation & Future
Marla Sofer
Knomee
10:15 – 11:30 AM
(for all levels)
Financial planning is intimidating. This workshop will be a safe space to learn about retirement planning, estate planning, investing, and more. You'll learn tools to help you take control of your finances and achieve long-term financial security.
Speaker: Marla Sofer
10:15 AM – 11:30 AM
Navigating Work and Maintaining Mental Health & Wellness
Litza Bodden
Shining Lights, LLC
Dawn Short
Capital One
10:15 AM – 11:30 AM
(for all levels)
This workshop will offer practical tools and strategies to help manage stress, build resilience, and maintain a healthy balance. You'll learn the value of building a strong mental health foundation to aid in navigating life's stress that will help you cope with your personal and professional demands.
Speakers: Litza Bodden & Dawn Short
10:15 AM – 11:30 AM
Influencing at the Executive Level
Paige Corin
Tidewater Finance
Cortney Helfrich
Wilber Group
10:15 AM – 11:30 AM
(for experienced - executive leaders)
The ability to influence at the executive level is essential for driving organizational success and achieving strategic objectives. This session will empower you with the knowledge, skills, and strategies needed to effectively influence stakeholders at every level of your organization.
Speaker: Paige Corin & Cortney Helfrich
11:30 AM – 12:45 PM
Ceremonial Uplift Awards Lunch
Networking Opportunity
11:30 AM – 12:45 PM
12:55 – 1:35 PM
Our Stories
Amanda Burt
Valon Mortgage
Shandell Howell
Capital One
Kelly Decker
Beyond Finance
Lisa Rozzelle
Women in Consumer Finance
12:55 – 1:35 PM
Get ready for Round 2! Inspiring women take the stage to share how their personal life has impacted their professional trajectory. It’s one of the most loved and emotional parts of the conference. Bring your box of tissues and a notebook for all the lessons you'll learn.
Speakers: Amanda Burt, Shandell Howell, Kelly Decker
Moderator: Lisa Rozzelle
Sponsored by DRN Data & Beyond Finance
1:35 – 2:05 PM
Fireside Chat
Leslie Johnson
Bank of America
Thandi Baxter-Magro
Synchrony Bank
Carri McQuerry-Funk
DLL
Ginny Chappell
JPMorgan Chase
1:35 – 2:05 PM
This chat will feature a powerhouse panel of senior women and their stories of challenge and achievement in the consumer finance industry.
Moderator: Carri McQuerry-Funk
Speakers:Leslie Johnson, Thandi Baxter-Magro, Ginny Chappell
Sponsored by DLL Financial Solutions
2:05 – 2:30 PM
Break
Networking Opportunity
2:05 – 2:30 PM
2:30 – 3:30 PM
Trivia Smackdown
Team Experience
2:30 – 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 team, play with other trivia lovers. You'll vie for the official WCF trivia trophy...and bragging rights for a year.
Team experiences sponsored by Spring Oaks Capital and Bank of America
3:45 – 5:15 PM
Structured Networking Activity
Networking Opportunity
3:45 – 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 – 6:15 PM
Break
Networking Opportunity
5:15 – 6:15 PM
6:15 – 6:40 PM
Catch a Bus to Billy Bob's
Networking Opportunity
6:15 – 6:40 PM
6:30 – 9 PM
Dinner & Dancing at Billy Bob's
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).
9:30-11:30 PM
After Party & Karaoke Extravaganza
Networking Opportunity
9:30-11:30 PM
Sing your heart out with your new friends or cheer others on while they give it their best go on the microphone.
Sponsored by Bayview Solutions & Debtnext Software
7:15 – 8:30 AM
Breakfast
Networking Opportunity
7:15 – 8:30 AM
Sponsored by Phillips & Cohen Associates, Ltd.
8:30 – 9:40 AM
Roundtable: Share Your Wisdom & Advice
Joy Jackson
Faber and Brand
8:30 – 9:40 AM
What is the one piece of advice, good or bad, that has guided your career? Let's have a discussion to share experiences and gain valuable insights that each of us can use to learn and grow.
Facilitator: Joy Jackson
8:30 – 9:40 AM
Roundtable: The Challenges of Business Ownership
Roxanne Bartley
TRAKAmerica
8:30 – 9:40 AM
Join fellow business owners for this discussion about the challenges and solutions for growth, strategy, operations, leadership, culture, and other top-of-mind issues.
Facilitator: Roxanne Bartley
8:30 – 9:40 AM
Roundtable: Empowering Working Moms
Robin Ivie-Wilder
SoFi
8:30 – 9:40 AM
Join us to discuss the joys and trials of being a working mom. We'll discuss the challenges associated with striving for progress over perfection, prioritizing quality over quantity, and focusing on benefits rather than balance.
Facilitator: Robin Ivie-Wilder
8:30 – 9:40 AM
Roundtable: Mentoring, Coaching, Therapy: Understanding the Difference
Patrease Douglas
Lift Inc.
8:30 – 9:40 AM
As we navigate our professional journeys, sometimes it helps to enlist the support and guidance of a mentor, coach, or therapist to overcome challenges, foster growth, and maximize our potential. This conversation will explore the benefits and applications of each discipline and discuss how to choose which type of relationship would best suit your needs.
Facilitator: Patrease Douglas
8:30 – 9:40 AM
Roundtable: Caring for Aging Parents
Jennifer Smith
Stratmor Group
8:30 – 9:40 AM
A growing number of us find ourselves caring for those who once took care of us. This discussion will provide space to share experiences in and resources for managing the challenges and emotions that come with caring for aging parents.
Facilitator: Jennifer Smith
8:30 – 9:40 AM
Roundtable: Business Resource Group Leaders Unite
Danielle Banner
JP Morgan Chase
8:30 – 9:40 AM
More and more organizations are creating internal Women’s Groups. Those tasked with running these groups need curriculum and materials to be successful. Learn what your peers are doing and what’s proved to be the best investment of time and resources during this discussion.
Facilitator: Danielle Banner
8:30 – 9:40 AM
Roundtable: Navigating the Regulatory Landscape
Kristen Eastman
Troutman Pepper
8:30 – 9:40 AM
Join your risk and compliance peers for a discussion about the latest industry trends and the biggest professional challenges you're facing.
Facilitator: Kristen Eastman
8:30 – 9:40 AM
Roundtable: Sales
Rebecca Anderson
DCM Services
8:30 – 9:40 AM
Join your sales peers for a discussion about the latest industry trends and the biggest professional challenges you're facing.
Facilitator: Rebecca Anderson
8:30 – 9:40 AM
Roundtable: Marketing
Heather Ford
MBSi Corp
8:30 – 9:40 AM
Join your marketing peers for a discussion about the latest industry trends and the biggest professional challenges you're facing.
Facilitator: Heather Ford
8:30 – 9:40 AM
Roundtable: Operational Leadership: Driving Change & Innovation
Emily Chavarriaga
Mr. Cooper
8:30 – 9:40 AM
Join your operations peers for a discussion about the latest industry trends and the biggest professional challenges you're facing.
Facilitator: Emily Chavarriaga
8:30 – 9:40 AM
Roundtable: Creating a Culture of Belonging
Tricia Wyatt
Bridgeforce
8:30 – 9:40 AM
Join your HR and DEIB peers for a discussion about the latest trends and the biggest professional challenges you're facing.
Facilitator: Tricia Wyatt
8:30 – 9:40 AM
Roundtable: Legal
Ashley Winters
Gurstel Law Firm, P.C.
8:30 – 9:40 AM
Join your peers for a discussion about the latest trends and the biggest professional challenges you're facing.
Facilitator: Ashley Winters
10 – 10:40 AM
Inspirational Closing Keynote
Kathleen Hebert Price
Ally Financial
10 – 10:40 AM
Kathleen Hebert Price will round out the conference as our closing keynote speaker. More details coming soon!
10:40 – 11 AM
Powerful Reflections Activity
Stephanie Eidelman
Women in Consumer Finance
Lisa Rozzelle
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.
Speaker: Stephanie Eidelman and Lisa Rozzelle