• Women in Consumer & Commercial Finance logo

    Because your

    career matters.

    December 2-4, 2020 in Savannah, GA

  • Thank you to all the 2019 attendees. We had a great time and hope you did, too. If you want to know what all the fuss was about...

  • Conference Details

    Dates: December 2-4, 2020

    Agenda and schedule coming soon!

    Location: Savannah, GA

    Resort location coming soon!


    Registration Fees:

    Double Early Bird Rate: $1,095 (effective 12/16/19 - 4/10/20)
    Early Bird Rate: $1,249 (effective 4/11/20 - 9/18/20)
    Regular Rate: $1,395 (effective 9/19/20 - 12/2/20)

    Cancellation policy: You may cancel for a refund (less $95 admin fee) until 11/11/2020. After that, no refunds will be made but an alternate attendee may be substituted at any time. This may just be the most generous policy out there!


    Are you an organization that supports the professional development advancement of women in consumer and commercial finance? Want to be seen as a leader by hundreds of influential women in the industry?


    Please contact us for sponsorship details.

  • 2019 Conference Agenda

    Day 1, December 11

    6:00-7:30 PM - Opening Reception, Scavenger Hunt

    Day 2, December 12

    6:30-7:15 AM - Group Yoga (optional)

    We'll spend time preparing our minds and bodies for the day ahead. Your experience can be as relaxed or intense as you desire. There's something for everyone at all levels.


    7:30-8:00 AM - Breakfast & Networking


    8:00-8:15 AM - Welcome and Opening Remarks

    • Stephanie Eidelman, CEO, iA Institute
    • Amy Perkins, President & Conference Chair, iA Institute

    8:15-9:15 AM - Keynote Address – What Harvard Taught Me, But My Kids Made Me Learn

    • Bea Wray, Expert Speaker, Author, and Entrepreneur

    9:15-10:15 AM - Breakout Workshop (choose one): Relationship Building and Networking

    Many women agree that networking and building relationships with other women is oftentimes harder than doing so with men. We’ll look at how to change this dynamic, and share how some women have developed skills to do this so well.

    • Krystal Cobb, Chief Risk Officer, Bank of America
    • Carri McQuerrey-Funk, VP Vendor Management, Citizens Bank

    Approaching the Glass Ceiling (sponsored by Brownstein Hyatt Farber Schreck)

    It’s common to not see or acknowledge gender as a prohibitive factor in rising to the next level until it is. This ah-ha moment usually comes when women reach a level where there are fewer overall seats at the table. This session will offer strategies to prepare rising professionals for this phase of their career.

    • Lisa Im, CEO, Performant
    • Melissa Kirk, CIO, Billing Tree

    10:15-10:45 AM - Networking / Break

    Acknowledging the implications of cultural norms that subconsciously affect our confidence and discourage us from leading with our whole selves.


    10:45-11:30 AM - Workshop: Bridging the Generational Divide

    For women to continue advocating for support of one another, breaking down barriers between generations is a must. This will be a candor filled conversation between women of all ages about how we can make sure our networks, mentorships, sponsorships, etc. span all age groups.

    • Sara Woggerman, Compliance Consultant, Ontario Systems
    • Antonia Wong, Diversity and Inclusion Manager, Palantir Technologies
    • Rozanne Andersen, Vice President, Chief Compliance Officer
    • Amy Perkins, President, insideARM

    11:30-12:30 PM - Lunch


    12:30-1:15 PM - Storytime: Me, Too

    A candid panel of women to discuss the unintended consequences (right or wrong) of the Me Too movement and strategies for navigating the workforce in the post-me-too movement.

    • Tracey Bannochie, Chief Operating Officer, DCM Services
    • Marisa Thomas, Director of Smart Card Solutions, Capital One
    • Kelly Paul, SVP of Client Solutions, ERC
    • Shannon Smith, Litigation and Risk Management Consultant

    1:15-2:15 PM - Relationship Building - Break/Explore/Scavenger Hunt


    2:15-3:00 PM - Workshop: Bravery Over Perfection

    It’s easy to over-analyze every decision, conversation, etc. when you’re paralyzed by the idea that everything has to be done perfectly or not at all. This session will dig deeper into why this happens and how we can take steps to recognize and improve in this area.

    • Elizabeth Schuerman, VP of Business Development, Katabat
    • Sandy Aquino, VP Servicing, CIG Financial
    • Shannon Collins, VP of Compliance, W.S. Badcock
    • Katie Neill, General Counsel, insideARM



    Day 2 (Cont.)

    3:00-3:45 PM - Breakout Workshop (choose one): Championing Diversity and Inclusion

    The degree of investment in supporting D&I varies greatly company to company. That means that the role we can all play to make a difference also varies. We’ll share creative ways women are getting involved and driving change across company types, sizes, and investment levels.

    • Lily Wood, Director of Client Services, InvestiNet
    • Katie Keich, Vice President of Commercial Services, iA Institute

    Communicating with Confidence

    Tips and education on how to “take up space” and convey your thoughts, ideas, and opinions in an influential and confident way.

    • Desirae Outcalt, SVP Relationship Banker, Parkway Bank and Trust
    • Nancy Hughes, Managing Member, Sync Now

    3:45 PM-4:30 PM - Expert Communication Coaching - LIVE (sponsored by Sync Now)

    To build upon our Communicating with Confidence workshop, Katy Temple, an executive media coach, will be hosting real-time video practice sessions to allow women to practice communicating on camera, in person, or otherwise. Attendees volunteer to get on stage, and take a practice run, receive live coaching, then do a re-take. This session is going to be educational and TONS of fun!

    • Katy Temple, Executive Media Coach/Consultant

    4:30 PM-4:45 PM - Closing Remarks

    • Amy Perkins, President & Conference Chair, iA Institute

    7:00 PM - Western-Themed Dinner & Party

    Day 3, December 13

    6:30-7:15 AM - Group Yoga (optional)

    We'll spend time preparing our minds and bodies for the day ahead. Your experience can be as relaxed or intense as you desire. There's something for everyone at all levels.


    7:45-8:30 AM - Breakfast & networking


    8:30-8:45 AM - Opening Remarks

    • Amy Perkins, President & Conference Chair, iA Institute

    8:45-9:30 AM - Storytime: Advocating for You

    We talk a lot about the benefits of advocating for one another, but what keeps us from advocating for ourselves? We’ll dissect this topic and learn from other women, how to do this better together.

    • Annette Waggoner, Executive Director, Commercial Collection Agencies of America
    • Erin Stewart, Practice Lead/Director of Sales, Interactions
    • Kristyn Leffler, Director of Digital Strategy, Resurgent
    • Stephanie Eidelman, CEO, insideARM

    9:30-10:15 AM - Group Activity: Unconscious Bias

    We all have it, but it’s hard to see. We’ll inspire self-discovery and identification of our biases and talk about how to better act on them when we see them in ourselves and others.

    • Brit Suttell, Attorney, Barron & Newburger P.C.
    • Amanda Loughmiller, Shareholder, QSLW&M

    10:15-10:30 AM - Break


    10:30-11:00 AM - Storytime: Imposter Syndrome

    Even when we succeed, we often wonder if we are qualified or deserving or if it’s just a matter of time until our shortcomings are “found out”. Women will share their stories and how they’ve become comfortable and confident with where they are and why they deserve to be there.

    • Robin Cole, Associate Executive Director, National Creditors Bar Association
    • Dawn Belton, Director Private Client Services, Union Bank
    • Divya Gupta, Partner, Dorsey & Whitney LLP
    • Kerry Klewer, Global Operations Compliance and Strategy, Tala

    11:00-11:45 AM - Here’s What I Learned, How about You?

    Open mic, sharing


    11:45-12:00 PM- Closing Remarks

  • 1.5 days of networking, idea sharing, problem solving and wild camaraderie

    Come see what we can accomplish when we all get together.

    Photo of business women having a meeting

    Sharpen your leadership skills

    ...with smart, tailored content.

    Packed with sessions designed to help you handle the biggest challenges faced by female consumer finance execs - such as overcoming gender stereotypes in leadership roles or countering impostor syndrome.

    Photo of women having lunch

    Expand your professional network

    ...the minute you arrive.

    You'll meet and hear from some of the smartest, most accomplished and most motivated women executives in all of consumer and commercial finance. Plus, you'll have a really, really good time.

    Photo of colleagues looking over cubicles and talking with each other

    Improve your workplace culture

    ...with practical advice, strategies and connections.

    You'll come back to the office equipped with tips and strategies you can use right away to make your environment more productive for everyone.

  • Women in Consumer & Commercial Finance logo

    I am sincerely changed by my experience here. I will absolutely be back and to all the ladies in the industry - YOU SHOULD REGISTER TODAY!

    Shelly Gensmer, ERC

    It's as necessary as it was transformational. Easily the best conference I've ever attended.

    Michele Scarbrough, CFPB

    I truly adored this conference. I met great people and I learned a lot about myself which is something I've never said after a work conference before.

    Sarah DeMoss, Premiere Credit of North America

    What an inspiring event!!! If you didn’t make it this year, must attend next year.

    Rebekah Johnson, Numeracle

    This was a fabulous conference and very well put together. The enlightenment, the speakers and the wonderful people I met - it was all awesome.

    Linda Taddeo, TRAKAmerica

  • Why this event

    Every woman's professional journey is unique...

    But if you’ve had honest conversations with your colleagues, you know that we are more alike than different. We really do have common views and experiences when it comes to financial services work.


    What’s missing from our industry is an event organized around this point-of-view. So, we decided to create one.


    I know that I want to meet with other women who share my experiences - women who have so much great expertise to share, who want to get to know one another better, advance their careers and, as they do, improve workplace culture for everyone. I’ll bet that you do, too.


    We're already working on our 3rd annual event! Let's stay in touch, and tell me if you'd like to be involved.


    Amy Perkins, Chair

    Women in Consumer & Commercial Finance


    Photo of Amy Perkins, conference chairperson
    Photo of Stephanie Eidelman, CEO of the iA Institute

    It's not about calling men out, but rather calling women up...

    I am so excited about this conference. It feels like everything I’ve done before has led me to this point. This is not a conference about compliance or best practices, but about women; about the common professional challenges we face, about how to tell our own career story, about building our network, and about enhancing the culture at each of our companies.


    I’ve had several pretty distinct careers across a wide variety of industries. I have often found myself to be the only woman in a room, or one of just a few. As I think back on my career, I realize that nobody has ever really taken me under their wing, or been a champion for me. It's a disappointment because I know how powerful that can be. Nonetheless, I am where I am, and I - like you - have a story to share.


    This event is not about calling men out, but rather calling women up. I hope you’ll join us in Savannah for our 3rd annual event, December 2-4, 2020!


    Stephanie Eidelman, CEO

    insideARM & The iA Institute

  • Q: Who attends Women in Consumer & Commercial Finance?

    A: you do.

    Women in Consumer and Commercial Finance 2019 is for professional women working in consumer or commercial finance at ALL levels.


    If you're a female manager, supervisor, attorney, agency manager, strategy exec., sales exec., marketer, VP, COO, Chief Counsel, Chief Compliance Officer, CTO, CEO (or hold any other position within, around or near consumer/commercial finance), this event is for you.


    If you work for a consumer or commercial lender, a creditor, a collection agency, a law firm, a services or tech firm, a consumer group, or a regulator for the consumer finance industry, this event is for you.

  • See Who Attended in 2019

    ABC Legal/Docketly

    Absolute Resolutions Corporation

    Action Financial Services
    Alaska USA Federal Credit Union
    Alpha Recovery Corp

    Applied Innovation Inc.

    Altus Receivables Management

    Aqua Finance

    Arbeit Software
    ARS National Services

    Arvest Bank
    Ballard Spahr

    Bank of America
    Barron & Newburger, P.C.
    Bassford Remele

    BCA Financial Services, Inc.
    Becket & Lee LLP

    Beyond Finance
    BillingTree Payment Solutions
    Blitt & Gaines, P.C.
    Brownstein Hyatt Farber Schreck
    Capital One

    Cavalry Portfolio Services
    Centerpoint Legal Solutions
    Central Research
    Choice Payment Services
    CIG Financial
    Citizens Bank
    CKS Financial

    Clark Hill PLC

    Commercial Collection Agencies of America

    Consumer Financial Protection Bureau

    Cox Communications

    Crown Asset Management
    DCM Services

    Dell Technologies
    Dorsey & Whitney

    Eastern Revenue
    Encore Capital

    Enhanced Resource Centers (ERC)



    Evergreen Professional Recoveries


    FBCS, Inc

    Flex Payment Solutions LLC

    FMA Alliance, Ltd

    Forward Bank

    Gateway First Bank
    GC Services

    Gurstel Law Firm

    Harvest Strategy Group
    Hatteras, Inc.

    Hayt, Hayt and Landau
    Hinshaw & Culbertson

    Hudson Cook LLP

    Immediate Credit Recovery, Inc.



    Investment Retrievers, Inc.

    Key Bank

    Kramer & Frank, P.C.
    LexisNexis Risk Solutions

    LOGS Network

    McCarthy, Burgess & Wolff

    Mechanics Bank
    Mercantile Solutions
    Messer Strickler, Ltd.

    Midland Credit Management

    Moss & Barnett
    National Creditors Bar Association
    Nationwide Credit Corp

    NCB Management Services, Inc

    Noble Systems

    NPC, Inc.
    Ontario Systems


    Palantir Technologies

    Parkway Bank

    Payment Savvy





    Phillips & Cohen Associates

    PRA Group Inc.
    Premiere Credit of North America



    Quilling, Selander, Lownds, Winslett & Moser

    R1 RCM

    R3 Dynamics

    Rausch Sturm
    RedKnot Resource Group

    Reliant Capital Solutions, LLC

    Remitter USA

    Resurgent Capital

    Revival Consulting, LLC
    RGS Financial

    RNN Group
    SAM, Inc.

    SC Riverside

    Security Credit Services, LLC
    Severson & Werson, APC
    Sherman Financial Group

    Shermeta Law Group, PLLC

    Slovin & Associates

    Snap Finance
    Solutions by Text

    SMS Consulting
    Snap Finance

    Strategic Link
    Sunrise Credit Services
    Sync Now

    TD Ameritrade

    Telrock Systems Ltd.
    The Axiom Group & Full Circle Financial
    The CCS Companies
    The CMI Group
    The Law Offices of Daniel C. Consuegra, P.L.




    Trusted Health Plan, Inc

    United Consumers

    Vion Investments

    Virtuoso Sourcing Group

    W.S. Badcock Corporation

    Weinstein & Riley, P.S.

    Weltman, Weinberg & Reis Co., LPA
    Windham Professionals
    Womble Bond Dickinson

  • 2019 event keynote

    Photo of keynote speaker Bea Wray

    What Harvard Taught Me, but My Kids Made Me Learn

    A keynote address from Bea Wray

    “At some point I realized my children have been my greatest driver in my business for nearly 20 years.”


    Suddenly a single parent and left with a mountain of debt, Bea Wray did not fold. She believed in herself, knew her worth, and forged several highly successful careers, in business and as an entrepreneur and communicator. Find out how she did it, what she learned, and how her experience as a mother played a pivotal role.


    About Bea Wray

    Bea Wray is an entrepreneur, innovation expert, a fellow at the Aspen Global Leadership Network and co-founder of the Millennial Women Network.

  • Our Stories

    What’s your story? At Women in Consumer & Commercial Finance, our stories are front-and-center. But we don't want to share them just once a year. Check this space regularly for new stories shared by women from across the consumer finance industry. And let us know if you have a story to share. You can email us about it right here.

    My father died suddenly when I was 11 years old. 18 months later, my family picked up and moved from a suburb on Long Island to a new city, Washington, DC. There were no cell phones, no Facetime, no email, and long distance calls were still too expensive to use as a regular way to keep up with my...
    I got this question the other day from my ten-year-old daughter, who was just as confused about this as I once was. No, I said, they’re not. And it’s not as if confident people are never afraid, either. I told her that we all have what I think of as a metaphorical "confidence cup." The more...
    Being a woman and a leader in this industry used to be a lot more challenging than it is now. We’ve come a long way thanks to increased awareness, focus on diversity and inclusion in corporate America. Credit also goes to a lot of strong women who paved the way with tremendous leadership, grit...
    More Posts
  • Thanks To Our 2019 Sponsors

    Platinum/Next Gen Sponsor

    NeuAnalytics logo

    Platinum Sponsor

    RedKnot logo

    Gold Sponsors

    Pairity logo
    CKS Financial logo
    Katabat logo
    Noble Systems
    Interactions logo
    Womble Bond Dickinson logo
    National Creditors Bar Association logo

    Technology Sponsor

    Solutions by Text logo

    Day 2 Reception Sponsor

    Severson & Werson logo

    Photography Headshot Sponsor

    ERC logo

    Workshop Sponsor

    Brownstein Hyatt Farber Schreck logo
    Sync Now logo
  • Giving Back

    We've partnered with these amazing organizations to support girls around the world and women here at home.

    Dress for Success logo

    Dress for Success

    Give confidence.

    Dress for Success is an international not-for-profit organization that empowers women to achieve economic independence by providing a network of support, professional attire and the development tools to help women thrive in work and in life.

    Since starting operations in 1997, Dress for Success has expanded to more than 150 cities in 30 countries and has helped more than one million women work towards self-sufficiency.


    Women in Consumer & Commercial Finance will be collecting gently used women's business attire and accessories for donation to Dress for Success in Phoenix.


    Please ensure that all items are freshly dry-cleaned/laundered and ironed, not more than 5 years old, and suitable for wearing to job interviews. DFS requests that donations be on hangers if possible. They especially have a current need for sizes 0, 2, 4, 14, 16, 18, plus size clothing and junior clothing, as well as closed-toe pumps and flats.  


    More info here.

    For the Good logo

    For the Good

    You can change her life.  Someday she will change the world.

    Research shows that when girls transition to secondary school they benefit from significantly reduced fertility rates, higher incomes and more decision-making power within their family and community.

    There has been great progress globally in primary school enrollment over the past twenty years, though there continue to be pockets of out of school children. Secondary school attendance is especially low in most regions of Kenya and sub-Saharan Africa.

    For the Good targets areas where school enrollment is low and works with communities to sensitize parents to the importance of education, and to keep girls in school.


    A portion of each registration fee for Women in Consumer & Commercial Finance will go to support the work of For the Good.


    More info here.

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