shift 2021 annual conference for financial services professionals to think, innovate, and grow

Welcome to 2021 FinServ Expo

The Council for Inclusion in Financial Services presents the 2021 FinServ Expo— The Annual Conference for Financial Services (FinServ) Professionals to Think, Innovate and Grow. This year’s theme was SHIFT.

Held virtually June 22 – June 23, attendees experienced business shifting content and tools from change makers in the key areas of: Diversity & Inclusion with an exploration of Social Issues, Business Best Practices and Pivots, and Innovative Technology.

SHIFT programming included live panel discussions and topical sessions, relevant multimedia content, VIP networking opportunities and even motivational moments!

The goal each year is to equip FinServ professionals to immediately implement measurable shifts in their lives and businesses in an environment (and industry) that demands agility.

To view on-demand sessions from this year’s expo and get update on the FinServ Expo 2022 subscribe to our updates below.

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Watch the sessions from this year’s expo on-demand and get updates on the FinServ Expo 2022 as we develop the program. Contact us if you have any questions.

why you should attend the finserv expo

2021 FinServ Expo Speakers

'ET' Dr. Eric Thomas

Motivational speaker, coach, pasTOR

Rick Sharga

Executive Vice President, RealtyTrac

David Phelps

Creator of Freedom Founders, Wealth Through Real Estate Expert

Jan Duke

COO, a360inc™

Dr. Cheryl Travis-Johnson

COO, VRM Mortgage Services

Marissa Yaker

Padgett Law Group

James Pogue

Diversity Inclusion and Bias (DIBS) Researcher & Trainer, JP Enterprises

Jon Suber

Supplier Diversity & Development Manager at Freddie Mac

Dawn Haghighi

General Counsel, VRM Real Estate Alliance

Dr. Betty Moon

Industry Executive Advisor – Financial Services; SAP Americas

Cade Holleman

Padgett Law Group

Tiffany Fletcher

Senior Vice President, VRM Mortgage Services

Frank Dec

Founder, Bundle

Cindy Nassar

COO, PCV Murcor

Nicole Betters

Betters Law Firm

Why You Should Attend in 2022

why you should attend the cifs finserv expo

Hear the Latest Trends

Experience business shifting content and tools from change makers in the key areas of: Diversity & Inclusion with an exploration of Social Issues, Business Best Practices and Pivots, and Innovative Technology.

finserv expo attendees

Bring Your Team

Network with other Business Owners, Executive Leaders, and Financial Services Professionals from the nation’s top financial services institutions.

finserv expo attendees

Content How You
Need It

2021 will include live panel discussions and topical sessions, relevant multimedia content, VIP networking opportunities and even motivational moments!

Sponsorship Opportunities

Interested in sponsoring SHIFT 2022?  FinServ Expo sponsorship is a highly-visible, cost-effective way to reach a wide range of financial services professionals.  The various levels of sponsorships represents excellent opportunities to tailor a visibility programs that meet your specific marketing needs, while positioning your company as a leader in the industry.

Thank You to Our Current Sponsors!
© 2021 COUNCIL FOR INCLUSION IN FINANCIAL SERVICES DESIGNED BY SOCIAL XCCESS