Advisors to Administrations and D&I Leaders to Train Mortgage Industry Professionals

Dallas, TX (June 15, 2021) —The 2021 FinServ Expo aims to virtually equip professionals in the financial services industry — from housing and insurance to banking and wealth management, to immediately implement tools for measurable shifts in an industry, and covid-recovery environment, that demands agility.

“Recovery is on the horizon, economically and interpersonally,” says Cheryl Travis-Johnson, board co-chair for CIFS “Now is the best time for leaders in an industry that anchors our country, to learn new tools to get ahead of the shifts, ensuring success for the industry and our country.”


Attendees can expect the following content:

June 22, 2021

9:00a – Women in Power

– Dr. Cheryl Travis-Johnson (VRM Mortgage Services)

– Patty Arvielo (New American Funding)

– Cindy Nasser (PCV Murcor)


10:10a – D&I: Leading Uncomfortable Conversations

– Robert Johnson (RHJ Consulting Group)

– Dr. Phyllis Wright (VRM Mortgage Services)

– Matthew Michalak (Bank of America)


11:10a – What’s in Store for Housing, Mortgages and Foreclosures?

– Rick Sharga (RealtyTrac)

12:30p – Navigating Diversity Inclusion and Bias (DIBs) at Work and Home

– Dr. James Pogue (JP Enterprises)


1:40p  – Keynote Speaker- Dr. Eric Thomas


2:40p – Corporate Seller Vendor Roundtable

Sponsored and hosted by VRM mortgage services


4:00p – VRMU: Marketing and  Advertising

– Bubba Mills (Corcoran Consulting & Coaching)


June 23, 2021

9:00a – The Experience Economy – Three Keys to Thriving in an Era of Rapid Change

– Dr. Betty Moon (SAP Americas)


10:00a – Responding to Ransomware Threats: An Interactive Practice Session for the Board, C-Suite & Business Owners

– Dawn Haghighi (PCV Murcor)


11:10a- Exit Strategy: Planning and Preparing for Post- Pandemic Success

– Cade Holleman (Padgett Law Group)

– Tye Merrit (Merrit Law Inc.)

– Nicole Betters (Betters Law Firm)

– Susan Reid (McCalla Raymer Leibert Pierce, LLC)

– Marissa Yaker (Padgett Law Group)

– Jan Duke (a360inc)

– Frank Dec (Bundle)


12:30p – Leverage the Industry to Build Your Network, Create Wealth and Experience Freedom

– Dr. David Phelps (Freedom Founders)


1:20p – Future Ready Procurement

– Tiffany Fletcher (VRM Mortgage Services)

– Jon Suber (Freddie Mac)

– Tracy Phillips (Fannie Mae)

– Gwen Muse-Evans (GME Enterprises)


2:30p – VRMU: Common Mistakes for BPOs

– Bubba Mills (Corcoran Consulting & Coaching)


For more information, visit www.councilforinclusion.org/finserv-expo-2021.

Pre-event interviews with select speakers and past attendees are available.

About The Council for Inclusion in Financial Services (CIFS)An industry initiative created to help the financial services industry develop and sustain an inclusive workforce and bridge the gap between the varied industry-wide diversity and inclusion initiatives. Initially formed to address the requirements of Section 342 of The Dodd-Frank Act relating to utilization of women and minorities suppliers as well as their inclusion in senior leadership roles, CIFS now addresses the fundamental challenges that inadvertently create exclusionary practices which limit all groups. The CIFS develops tools, training, certifications and sourcing vehicles for organizations across the financial services industry. www.councilforinclusion.org