Draft Schedule At A Glance

Revised September 12, 2017, Subject to Changes

Sunday, October 1

8:30 am  Annual Golf Classic at Black Gold Golf Club 
      Meet in hotel lobby 7:00 AM
      See flyer for registration and more details
3:00 pm – 6:00 pm
 Registration Desk Open
3:00 pm – 6:00 pm
 Exhibitor Showcase Set Up              
5:30 pm – 7:00 pm Sunglasses & Surfboards - Reception Honoring Susan Keating
7:30 pm  Social in SoCal: Anaheim Packing District                                             
 

Monday, October 2

7:00 am – 5:00 pm  Registration Desk Open 
7:00 am – 9:30 am  Continental Breakfast
7:30 am – 9:00 am  NFCC Election & Annual Meeting of Members (Members Only) 
9:00 am – 4:00 pm  Exhibitor Showcase
9:00 am – 10:30 am  Coffee & Networking in Exhibitor Showcase
9:15 am – 10:45 am
 NFCC Board of Trustees Meeting (Members Only)
10:00 am – 11:30 am Networking Roundtables 
10:45 am – 12:15 pm  Joint Meeting of Board of Trustees & Operating Committee/Council on Member Affairs
11:30 am – 1:00 pm  Lunch 
12:15 pm – 1:15 pm  Operating Committee/Council on Member Affairs Meeting
1:00 pm – 1:30 pm  Meet the Creditors/Dessert
1:45 pm – 2:45 pm Welcome & Opening Plenary
 Keynote Speaker:  Brad Blackwell, Executive Vice President,
                            Housing Policy and Homeownership Growth Strategies
                            Wells Fargo Home Mortgage (bio)
2:45 pm – 3:45 pm  State of the Sector & Member Panel
 State of the Sector: Susan Keating, CEO, NFCC 
 
Member Panel: Johnny Cantrell, President & CEO, Apprisen 
                 Scott Hannah, President & CEO, Credit Counselling Society (bio)
                 Cate Rysavy, Senior Director of Financial Services, Lutheran Social Service
                                of Minnesota (bio)

 3:45 pm – 4:30 pm
 Plenary Session
 Jay Des Marteau, Head of Small Business Banking & Specialty Lending, TD Bank (bio)
4:30 pm – 4:45 pm Break
4:45 pm – 5:45 pm  Plenary Session
 Positioning and Managing Fee-for-Service Counseling Models
 Dr. Connie Campbell, Co-founder and President, Human Interactions, Inc. (bio)
5:45 pm – 7:00 pm  Welcome Reception
7:30 pm
 Social in SoCal: Downtown Disney

Tuesday, October 3

7:00 am – 4:00 pm
 Registration Desk Open 
7:30 am – 2:15 pm
 Exhibitor Showcase
7:30 am – 9:30 am
 Continental Breakfast
8:00 am – 8:20 am Creditor Breakout Sessions
8:25 am – 8:45 am Creditor Breakout Sessions
8:00 am – 8:45 am  Networking Roundtables
9:00 am – 10:00 am  Plenary Session
 Creating Win-Win-Win Partnerships
 Rick Bialobrzeski, Executive Vice President of Strategy, GreenPath Financial Wellness 
 Kristen Holt, President & CEO, GreenPath Financial Wellness (bios)
10:00 am – 11:00 am  Plenary Session
 The Impact of Next Gen Tech
 Moderator:  KP Hari, Managing Partner, Speridian Technologies
 
Panelists:   Diane Chen, Founder and Board Director, CESI
                 David Richardson, CEO, Take Charge America
                 Justin Waller, Senior Vice President of Operations, credit.org
 11:15 am – 11:35 am
 Creditor Breakout Sessions
11:40 am – 12:00 pm
 Creditor Breakout Sessions
11:45 am – 12:45 pm Lunch
12:45 pm – 1:45 pm
 Concurrent Sessions
   Track 1: Creating Client Impact
                Innovating to Engage and Serve Millennials
   Track 2: Building New Business Models
                Pre-Purchase Session 1: Industry Initiatives to Integrate
                 Housing Counseling

   Track 3: Fundraising and Advocacy
                Personal Finance Media: Trusted Advisors and Forecasters
1:45 pm – 2:15 pm
 Break & Exhibitor Showcase Raffle
2:15 pm – 3:15 pm
 Concurrent Sessions
   Track 1: Creating Client Impact
                Maximizing ROI Using Google Search Engine Marketing

   Track 2: Building New Business Models
                Pre-Purchase Session 2: New Opportunities to Assist
                 Hopeful Homeowners
3:30 pm – 4:30 pm NFCC Advisory Council Meeting - Closed Session
4:30 pm – 5:00 pm
 NFCC Advisory Council Meeting - Open Session
6:00 pm – 7:00 pm
 Awards of Excellence Pool-Side Reception
7:00 pm
 Awards of Excellence Dinner
9:00 pm Social - Meet the Awardees at OC Brewhouse (hotel lobby bar)

Wednesday, October 4

7:00 am – 9:00 am Continental Breakfast 
7:30 am – 7:50 amBreakfast Creditor Breakout Sessions 
7:55 am – 8:15 amBreakfast Creditor Breakout Sessions 
7:30 am – 8:15 am
Networking Roundtables
8:30 am – 9:30 am
Concurrent Sessions
   Track 1: Creating Client Impact
                Data Security for Small to Mid-Sized Agencies:
                 Achieving Compliance on a Budget

   Track 2: Building New Business Models
                Impact and Value Proposition of Small Business Owner Counseling
   Track 3: Fundraising and Advocacy
               
                State and Federal Policy Update

9:45 am – 10:45 am Concurrent Sessions
   Track 2: Building New Business Models
               Activating the NFCC’s Student Loan Counseling Program:
                A Plan for Finding Sustainable Success

   Track 3: Fundraising and Advocacy
               Think Big, Think Bold, Take Action
10:45 am – 11:00 am
Closing Remarks/Meeting Adjourns
 

Breakfast Creditor Breakout Sessions 
Breakfast Creditor Breakout Sessions 

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