Money4Life Leadership Summit 

Speakers

Spencer Iverson
Entrepreneur, Business Mogul, Speaker, and Author

Kristy Fercho
Head of Diverse Segments, Representation and Inclusion
Wells Fargo

Milan Griffin
Chief People Officer HomeFree-USA

Marcia Griffin
President/CEO
HomeFree-USA

Dr. Craig Smith
Interim Executive Director of Diverse Populations and Retention
Grand Valley State University

Stacey Walker
Director, Housing & Community Outreach
Freddie Mac

Ben-James Brown
VP Lead Focus Communities, Program Manager
Wells Fargo

KimArie Yowell
Chief Learning and Diversity Officer
Rocket Central

Christina Roman
Consumer Education and Advocacy Manager Experian 

Breeann Johnson
Learning & Leadership Development Manager for Single Family Clients and Community Engagement
Freddie Mac

Raudy Perez
Senior Director, Global Talent Acquisition Sourcing and External Partnerships
Experian

Letania Gonzales
Housing Outreach Manager, Client and Community Engagement Division
Freddie Mac

Reggie Beaty
President/Co-Founder Foundation for Educational Success

Gwen Garnett
Executive Director 
Center for Financial Advancement
HomeFree-USA

Nicholas Whiteside
Student Director 
Center for Financial Advancement
HomeFree-USA

Dr. Damon Arnold
Director of Player Development
LSU Athletics

Raynale Bell
Professional Realtor 
Sampson Properties

Tahj Anderson
CEO/Founder 
Pro-TERRAN Landscaping

Agenda

Sunday, October 8

5 – 6 PM

CFA Expectations: Why you are here: what creates your SUCCESS?
Scholars and Liaisons Only  
Facilitated by: CFA Team 
Location: Symphony Ballroom 1

6:15 – 8 PM

Dinner 
Millionaire Mindset
Spencer Iverson – CEO and Founder, Worthy of Millions  
Powered by: ENACT 
Location: Symphony Ballroom 4-7 

Monday, October 9

8 – 9 AM

Breakfast 
Location: Symphony Ballroom 1 –3

9 – 9:45 AM

Opening General Session: What it Takes to be a Strong Leader 
Kristy Fercho, Head of Diverse Segments, Representation and Inclusion, Wells Fargo 
Powered by: Wells Fargo 
Location: Symphony Ballroom 4 - 7

10 – 10:45 AM 
Concurrent Sessions of Choice 

Untapped Careers Panel 
Panelists: Sunshine White, Senior Director- Strategic Partnerships, Travel Hospitality Services, 
Delaware North 
Patrick Phillips – Chief Executive Officer, R.I.S.E Opportunity Foundation   
Trevor Jenkins- Sales Enablement Manager, Enact 
Moderator- Micheal Waldron 
Powered by: HomeFree-USA 
Location: Carolina A & B

Owning the Space: Building your Personal Brand and Presence 
Presenter: Milan Griffin, Chief People Officer, HomeFree-USA 
Powered by: HomeFree-USA 
Location: Carolina C

From Vision to Venture: An Entrepreneurial Roadmap  
Panelists: Raynale Bell, Sampson Property- National Harbour 
Tahj Anderson, CEO/Founder Pro-TERRAN Landscaping, LLC. and CFA Alumni 
Tristan McClain, Treats by Trist 
Moderator – Nicholas Whiteside 
Powered by: Truist 
Location: Carolina D & E

11 – 11:45 AM

Manage your Time, Get more done, Be Successful 
A conversation with Ben-James Brown, V.P. Lead Focus Communities, Program Manager 
Financial Health|Philanthropy - Wells Fargo 
Moderator: Gwen Garnett 
Powered by: Wells Fargo 
Location: Carolina C

Home Ownership at 21: Will you rent forever? 
Panelists: Ewunike Brady, Head of Home Lending- African American Segment -Wells Fargo 
Nasim Al-Hakim, Senior Vice President/Community Lending Market Manager- Truist  
Nicholas Whiteside, Student Director, Center for Financial Advancement®, HomeFree-USA 
Moderator- Amber Lawrence, MBA 
Powered by: Mortgage Bankers Association 
Location: Carolina D & E

12 – 1:30 PM

Lunch 
Don’t Stop Rising to The Top
KimArie Yowell, Chief Learning Officer and Diversity Officer 
Rocket Central 
Powered by: Rocket Mortgage 
Location: Symphony Ballroom 4 - 7 

2 – 5:00 PM

CFA Liaisons and CFA Ambassador Sessions Only 
How to make CFA a Success on your Campus
A coaching and working session for liaisons and ambassadors

2:00 – 2:45 – CFA Liaisons and Ambassadors Overview Only 
Facilitated by: CFA Team 
Location: Symphony 1

Ambassadors Only Session 
2:45 – 4:00 Coaching/Mentoring and Conflict Resolution 
Presented by: Dr. Craig Smith 
4:15 – 5:00 CFA Ambassador Best Practices 
Facilitated by: CFA Team 
Location: Symphony 2

Liaison Only Session 
2:45 – 4:30 Best Practices in Programming (CFA-Liaison) 
Facilitated by: CFA Team 
Location: Symphony 3

2 – 3 PM 
Concurrent Sessions 

Budget and Saving: Your spending can hurt you! 
Presenters: Stacey Walker, Director of Housing Outreach, Insights & Solutions 
Letania Gonzales, Housing Outreach Manager, Client and Community Engagement Division 
Breeann Johnson, Learning and Leadership Development Manager, Single Family Clients and Community Engagement   
Freddie Mac 
Powered by: Freddie Mac 
Location: Carolina A & B

Center for Financial Advancement® Credit Academy 
Presenters: Raudy Perez, Human Resources| Senior Director, Global Talent Acquisition Sourcing and External Partnerships 
Christina Roman, Consumer Education and Advocacy|Manager Experian 
Powered by: Experian 
Location: Carolina C

Elevator Pitch: Communicate to Impress and Get Known 
Presenters: Danielle Cole- Atkins, Senior Trainer, DevCore 
Noah Amos, Trainer 
Rocket Central 
Powered by: Rocket Mortgage 
Location: Carolina D & E 

3:15 – 4:15 PM
Concurrent Sessions

Budget and Saving: Your spending can hurt you! 
Presenters: Stacey Walker, Director of Housing Outreach, Insights & Solutions 
Letania Gonzales, Housing Outreach Manager, Client and Community Engagement Division  
Breeann Johnson, Learning and Leadership Development Manager, Single Family Clients and Community Engagement   
Freddie Mac 
Powered by: Freddie Mac 
Location: Carolina A & B

Center for Financial Advancement® Credit Academy 
Presenters: Raudy Perez, Human Resources| Senior Director, Global Talent Acquisition Sourcing and External Partnerships  
Christine Roman, Consumer Education and Advocacy|Manager Experian 
Powered by: Experian 
Location: Carolina C 

Elevator Pitch: Communicate to Impress and Get Known 
Presenters: Danielle Cole- Atkins, Senior Trainer, DevCore 
Noah Amos, Trainer 
Rocket Central 
Powered by: Rocket Mortgage 
Location: Carolina D & E 

4:30 – 5:30 PM 
Concurrent Sessions 

Budget and Saving: Your spending can hurt you! 
Presenters: Stacey Walker, Director of Housing Outreach, Insights & Solutions  
Letania Gonzales, Housing Outreach Manager, Client and Community Engagement Division  
Breeann Johnson, Learning and Leadership Development Manager, Single Family Clients and Community Engagement   
Freddie Mac 
Powered by: Freddie Mac 
Location: Carolina A & B

Center for Financial Advancement® Credit Academy 
Presenters: Raudy Perez, Human Resources| Senior Director, Global Talent Acquisition Sourcing and External Partnerships  
Christine Roman, Consumer Education and Advocacy|Manager Experian 
Powered by: Experian 
Location: Carolina C 

Elevator Pitch: Communicate to Impress and Get Known 
Presenters: Danielle Cole- Atkins, Senior Trainer, DevCore 
Noah Amos, Trainer 
Rocket Central 
Powered by: Rocket Mortgage 
Location: Carolina D & E 

6:15 – 7:00 PM

Break 
Invitation Only Partners Reception: Corporate and HBCU Leaders 
Red Salt Restaurant

7 – 9:30 PM

Sneaker Ball 
Greetings – Marcia Griffin, President/ CEO - HomeFree-USA  
Chuck Bishop - Wells Fargo 
Powered by: Wells Fargo 
Location: Symphony Ballroom 4 - 7

Tuesday, October 10

8 – 9 AM

Breakfast  
Location: Symphony Ballroom 1 –3

9 – 10 AM 

Code Switching: How to Adapt to Corporate Culture and Remain Your Authentic Self
Presenters: Reggie Beaty and Tony Owens 
Powered by: Bank of America 
Location: Symphony Ballroom 4 -7 

10:15 - 11:15 AM

Understanding What Companies Look for When Hiring 
Panelists: Angela Locke, VP, Human Resource Business Partner- Freddie Mac 
Madisyn Rhone, Government and Industry Relations Manager- Enact Mortgage Insurance  
Raudy Perez, Human Resources| Senior Director, Global Talent Acquisition Sourcing and External Partnerships, Experian
Moderator: Chardonnay Lee 
Powered by: Enact 
Location: Symphony Ballroom 4 -7

11:30 AM – 12 PM 

Funder Pitch Sessions and Tables 
All funders participate. 
Location: Symphony Ballroom 4 -7

12:15 – 1:15 PM

Funder Roundtables: Career Connections 
Wells Fargo 
Freddie Mac 
Rocket-Mortgage 
Experian 
Enact 
MBA 
Truist 
Bank of America 
Delaware North 
Location: Symphony Preconference Foyer Area

1:30 – 2:30 PM

What does it take to be a Champion
Minister Eric Edwards, Jr.- Young Adult and College Minister, St. Paul Baptist Church, Charlotte, NC 

Lunch
Powered by: HomeFree-USA 
Awards: Hack-a-thon and Top Performing Institution and Scholar 
Location: Symphony Ballroom 4 -7

2:30 PM – 3:30 PM

Lead with Purpose 
Presenter: Dr. Damon Arnold, LSU Athletics 
Powered by: HomeFree-USA 
Location: Symphony Ballroom 4 -7) 

Recognition of CFA Scholars and Ambassadors 
Location: Symphony Ballroom 4 -7 


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