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  United States, Texas, Irving - 07/17/2019

June 2020 date announced for 4th Annual National FinServ Expo


The 3rd Annual National Financial Services Expo (2019 FinServ Expo) galvanized a multi-layered industry with the aim to share tools to reach industry-wide diversity and inclusion, while boosting bottom lines. The event was held June 3-5 at the Irving Convention Center in Irving, TX.


This unprecedented eventbrought together all the players in finance — from housing and insurance to banking and wealth management. Hosted by The Council for Inclusion in Financial Services (CIFS,) the 2019 FinServ Expo was created to help the financial services industry attract, retain and sustain an inclusive workforce, increase access to small businesses, promote transformative technology initiatives and educate the public about financial processes, products and services.


Teaching actionable tools with the conference theme of “Illuminating the Path to the Future=AAI (Access. Automation. Inclusion,)” in mind, keynote speakers and session presenters were noted industry change-makers from globally recognized brands. 

The marquee-level speakers included:

  • Molly Bloom - Keynote Speaker, Entrepreneur, Bestselling Author of Molly’s Game
  • Keith Murray – Founder & CEO of VRM Mortgage Services, PCV Murcor, Hightide Settlement Services
  • Frank Mesina– Partner, New York Life
  • Edmund Green – Managing Director, KPMG
  • Lenny McNeil – National Managing Director, US Bank
  • Joe Velazquez – Senior Vice President Neighborhood Lending, Bank of America
  • Craig Thomas – Director Public Policy, Freddie Mac
  • Gagan Sharma – CEO, BSI Financial 
  • Dale Hansen– Dallas-based media luminary, WFFA 8


Taking a full scale approach to industry innovation and inclusion, this year’s expo offered a dedicated track for both training and certification of industry vendors, suppliers and small business owners. This expanded training model directly reflects CIFS’ mission to increase access to business opportunities for a more diverse mix of suppliers.


The highly-anticipated 2020 FinServ Expo will be held June 23-25th at the Irving Convention Center in the Dallas-Ft. Worth Metroplex area. The theme is “2020 FinServ Sharks – Innovation Think Tank.” The expo will include opportunities to showcase business ideas, and give tools to help companies avoid the “sink or swim” stressors in daily operations. 


For more information about CIFS, or early access to the 2020 FinServ Expo, visit


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.

Media Contacts:

person_outline  Full Name:Zakiya Larry
phone  Phone Number:N/A
business_center  Company:Quest Media Training
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