IDEA Summit

ALFN's 2nd Annual IDEA Summit 

Join us for the 2nd Annual ALFN IDEA Summit, a dynamic event dedicated to fostering Inclusion, Diversity, Equity and Awareness. This summit, hosted by the ALFN's IDEA committee, will take place on May 1-2, 2024, at the Thompson Dallas.

At the ALFN IDEA Summit, we will bring together thought leaders, industry experts, and advocates to engage in critical discussions and explore innovative solutions surrounding Inclusion, Diversity, Equity and Awareness “IDEA” issues. Our agenda includes guest speakers, panel discussions, and interactive roundtables that will inspire, educate, and empower attendees.


  • Thought-Provoking Discussions: Engage in insightful conversations about the importance of inclusion, diversity, equity, and awareness.
  • Expert Panels: Hear from experts who will share their experiences and provide practical strategies for implementing IDEA initiatives in your organization.
  • Interactive Roundtable Discussions: Participate in discussions designed to help you develop actionable plans for promoting inclusion and equity within your workplace.
  • Networking Opportunities: Connect with like-minded professionals, exchange ideas, and build valuable relationships to advance the cause of IDEA.
  • Best Practices: Discover best practices and success stories that can guide your organization in creating a more inclusive and equitable environment.

The ALFN IDEA Summit is a unique opportunity to learn, collaborate, and drive positive change in the areas of Inclusion, Diversity, Equity and Awareness. Don't miss this chance to be a part of the conversation and make a difference in your workplace and community. Join us and be a catalyst for change. Together, we can create a more inclusive and equitable future for all.  


  • ALFN Attorney-Trustee Member (Law Firm or Foreclosure Trustee) - $550 Early Bird ($650 after April 2)
  • ALFN Associate Member (Service Provider) - $550 Early Bird ($650 after April 2)
  • Mortgage Servicer/Lender/GSE/Investor - $200
  • Chapter 13 Trustee - $550 Early Bird ($650 after April 2)
  • Rating Agency - $550 Early Bird ($650 after April 2)
  • Non-ALFN Member (Law Firm or Foreclosure Trustee) - $750 Early Bird ($1000 after April 2)
  • Non-ALFN Member (Service Provider or Other) - $750 Early Bird ($1000 after April 2)

This event is open to ALFN Attorney-Trustee Members, Associate Members, Mortgage Servicers, Lenders, Banks, Credit Unions, GSE's, Rating Agencies, Ch. 13 Bankruptcy Trustees, Mortgage Servicing Investors, and other ALFN invited guests.

Non-ALFN Members (Law Firms, FC Trustees, and Service Providers) that are eligible to join the ALFN may also attend this event.

Mortgage Servicers, GSE's, and Investors Only - Can't stay for the entire event?  Register for only $99 to attend the reception and dinner only (enter promo code IDEA_Dinner_Only on your IDEA Summit registration form).

Attend both the IDEA & WILLPOWER Summits (May 1-2, 2024, Thompson Dallas) and receive 20% off your IDEA Summit Registration.  See your WILLPOWER registration confirmation email for the promo code to use. 

ALFN JPEG members receive 20% off the event registration fee if they are attending with another fully paid registrant from their same firm/company. Only one JPEG discount can be used per each member firm/company.  ALFN Members use promo code IDEA_Member_JPEG_20, and Servicers/GSE's/Investors use promo code IDEA_Servicer_JPEG_20.

Please support our WILLPOWER Charity Partner, Genesis Women's Shelter, by donating items for the Silent Auction or Donation Tree.  Get more infromation and complete the donation form here.


NEW FOR IDEA SUMMIT 2024 - Your registration now includes a reception, dinner and auction in partnership with the WILLPOWER Summit on May 1, as well as a new luncheon and keynote speaker on May 2.





Wednesday, May 1 (in conjunction with WILLPOWER)

Check-in at the ALFN Registration & Information Desk in the Ballroom Foyer to receive your name badge and materials.

8:00-6:00 PM – ALFN Registration & Information Desk – National Ballroom Foyer

4:00-5:00 PM – Presentation by Charity Partner – Genesis Women’s Shelter & Support – National Ballroom

  • Genesis’ core mission is to empower women and children by offering safety, shelter, and support.  In that same regard, we strive to create a workplace as diverse as the communities we serve and where everyone feels empowered to be their full, authentic selves. With these guiding principles, we commit to inclusion across race, gender, age, religion, sexual orientation, identity and experience so we may listen, learn, work together and succeed as a team.
    • Moderator
      • January Taylor, Esq., Managing Partner, McMichael Taylor Gray, LLC - WILL Attorney Member Chair
    • Panelists
      • Amy Norton, Chief Development Officer, Genesis 
      • Erika Alonso, Chief Legal Services Officer, Genesis 

5:00-6:00 PM – Networking Reception & Auction, co-hosted by ALFN’s WILL, IDEA & JPEG Committees – National Ballroom

6:00-7:00 PM – Dinner & Auction, co-hosted by ALFN’s WILL, IDEA & JPEG Committees – National Ballroom
7:00 PM – Dinner & Auction Concludes

Thursday, May 2

Check-in at the ALFN Registration & Information Desk in the Ballroom Foyer to receive your name badge and materials.

7:00-8:00 AM – Yoga – Pre-registration is required for this activity – 5th Floor Administrative Room

8:00-2:00 PM – ALFN Registration & Information Desk – National Ballroom Foyer

9:00-9:15 AM – Opening Remarks – National Ballroom
9:15-10:15 AM – Breakfast Session (full breakfast buffet offered) – Fostering Year-Round Inclusivity for LGBTQ+ Colleagues – National Ballroom

  • Learn how organizations can foster year-round inclusivity for LGBTQ+ colleagues including discussions on the concepts of bringing your whole self to work and the importance of pronouns.
    • Moderator
      • Claudia Sklar, Esq., Principal, Neubert, Pepe & Monteith, P.C.
    • Panelists
      • Lance Thames, Sr. Director Compliance, McCalla Raymer Leibert Pierce, LLC 
      • Leslie McMurray, Transgender Education and Advocacy Associate, Resource Center 
      • Christine Maggard, Esq., Senior Associate Attorney, Bankruptcy, Brock & Scott 

10:15-10:30 AM – Refreshment Break – National Ballroom Foyer
10:30-11:30 AM – Keynote Speaker Presentation – Jess Pettitt, MBA, M.Ed., CSP – Conversations that Matter – National Ballroom

View this Message from IDEA Summit 2024 Keynote Speaker - Jess Pettitt

Thank You IDEA Summit Lead Partner - Woods Oviatt Gilman, LLP and
Keynote Speaker Sponsor - Malcolm Cisneros

  • Sitting around pointing fingers and waiting for change to appear on the horizon—has it ever worked for you? Do you feel imbalance between who you are and who you think you should be?  Do you see fulfillment, better relationships, and stronger teamwork as something to work for, but not possible now?

    In her breakthrough message, author and keynote speaker Jess Pettitt reveals the truth about how we can be the best versions of ourselves now! By being our authentic selves, we can immediately improve our companies, relationships, and communities. Good Enough Now is an innovative and practical guide to ridding yourself of self-doubt, self-limiting beliefs, and habitual excuses.

    ‚ÄčLearning Outcomes:
    • Being true to yourself
    • Building on your strengths
    • Supporting others in their strengths
    • Building better teams
    • Serving others
    • How to lead others better

 11:30-11:45 AM – Refreshment Break – National Ballroom Foyer
11:45-12:45 PM – Roundtable Session – DEI Issues – National Ballroom

  • In this session, you will have the opportunity to join different roundtable discussions on various topics related to Inclusion, Diversity, Equity & Awareness (IDEA). Each table will have a discussion leader who will guide the conversation and share some key points with the whole group. You will be able to switch tables every 10 minutes and explore different IDEA issues in a smaller intimate setting. This session is a DEI speed session that aims to spark interactive and important dialogues on IDEA issues.

    Roundtable Topics:
      -  AI: Implications for Diversity
      -  Psychological Safety
      -  Celebrating Diverse Leadership & Building an Inclusive Workforce
      -  Work-Life Balance & Caring for the Caregiver
      -  Allyship
    • Guest MC
      • Jess Pettitt, MBA, M.Ed., CSP
    • Moderator
      • Natalie Grigg, Esq., Partner, Woods Oviatt Gilman
    • Table Leaders & Topics
      • AI: Implications for Diversity - Gina Daya, Director of Client Services, Diaz Anselmo & Associates 
      • Psychological Safety - Stephanie Fonteno, Sr. Director, Foreclosure Performance Management, 
      • Celebrating Diverse Leadership & Building an Inclusive Workforce - Natalie Grigg, Esq., Partner, Woods Oviatt Gilman 
      • Work-Life Balance & Caring for the Caregiver - Ashley Misener, SVP - Foreclosure, M&T Bank
      • Allyship - Sidney Mack, Account Executive, Catalyst Business Services, LLC 

12:45-2:00 PM – Luncheon (full lunch buffet offered) – Dana Dillard, Founder & President, DEI+ Consulting, Inc. – Leading the Generations – National Ballroom

  • With five generations in the workplace for the first time, it is important to understand the similarities and differences that each group brings. With a focus on communication, recognition, sense of urgency, and sharing personal information, leaders will leave with a stronger strategy to connect with all their team members in unique, but effective ways.

2:00 PM – Conference Concludes

View the 2023 conference session details with speaker biographies here.


ALFN's 2nd Annual IDEA Summit
May 1-2, 2024
Dallas, TX


Lead Partner

Host Partner

Associate Member Partner

Keynote Speaker Sponsor

Power Strip Sponsor

Hotel Room Key Cards Sponsor

General Sponsor

Click here to review sponsorship opportunities.  Or contact Susan Rosen ( for details and to purchase, or discuss a custom sponsorship package exclusively for the ALFN's IDEA Summit, or as part of a larger, annual package.  


Click here to review all applicable policies, terms & conditions for registrants of this event.