Speakers Bureau

MMI is the largest provider of nonprofit financial counseling and education solutions in the United States, empowering millions of Americans over the last 60 years to achieve their goals. Our team has decades of experience in delivering world-class interventions to consumers when and where they need it most, often in partnership with some of the most respected brands in the country. Our speakers are driven to showcase their expertise and inform the next generation of solutions for today’s consumers and service providers alike.

MMI provides speakers and panelists on subjects across improving retention and default rates, credit and debt trends, military and Hispanic-focused services, medical and student loan debt, disaster recovery, call center operations, organizational financial wellness, homeownership, e-learning, and more. We present to industry, government, and professional groups of 100+ attendees on a national level. Examples include trade association conventions, lending and loan servicer conferences, human resource symposiums, and housing summits.

How Do I Schedule a Speaker?

Speaking engagements may be requested by contacting MMI’s Sr. Director of Media and Brand, Thomas Nitzsche, at 404-490-2227.

How Much Will It Cost?

MMI provides subject matter experts to approved events throughout the United States at no cost to the organizer or host. Travel reimbursement is accepted, when available.

Who Is Available?

MMI evaluates speaker requests according to the forum, subject matter, and the availability of our speakers. Please note that our speakers may have limited availability and are not offered outside of the United States.

Subject Matter Experts

Jim Triggs

Jim Triggs

  • Marketplace Lending
  • Contact Center Management
  • Credit and Collections
  • Speech Analytics
  • Consumer Finance Issues

Jim Triggs is President and CEO of MMI. His focus for the past 20 years has been increasing the accessibility and efficiency of MMI’s core counseling programs, leveraging emerging technology to reach more consumers than ever before. See more

Amy Lins

Amy Lins

  • Workplace Financial Wellness
  • Student Loans
  • eLearning
  • Instructional Design
  • Leadership Development

Amy Lins is Vice President of Enterprise Learning, leading MMI’s learning and development team, which includes instructional design, employee training, and consumer financial wellness education. See more

Michelle Jones

Michelle Jones

  • Income Inequality
  • At-risk Populations
  • Counseling Trends
  • Strategic Partnerships
  • Community Engagement

Michelle Jones is Chief External Affairs Officer at MMI, where she provides the vision and direction behind MMI’s ongoing commitment to realizing new programs, services, and partnerships. See more

Zynda Sellers

Zynda Sellers

  • Anti-Money Laundering Compliance Programs
  • Tax-Exempt Nonprofit 501(c)(3) Compliance
  • State Regulatory Compliance
  • Enterprise Risk Programs
  • Corporate Governance

Zynda Sellers is Chief Compliance Officer and General Counsel at MMI, where she leads the organization directive to protect the rights and privacy of MMI clients. See more

Maura Attardi

Maura Attardi

  • Athlete Financial Education
  • Psychology of Money
  • Financial Communication
  • Organizational Financial Wellness
  • Financial Wellness Platforms

Maura Attardi is Director of Financial Wellness at MMI, with a special focus on educating professional athletes. She has extensive experience providing impactful education programs to large and diverse audiences. See more

Kate Bulger

Kate Bulger

  • Disaster Recovery
  • Partnership Ideation
  • Reducing Organizational Risk
  • Homebuyer Readiness
  • Data Analysis

Kate Bulger is Senior Director of Business Development at MMI, the largest provider of nonprofit financial counseling and education in the United States. She specializes in developing and expanding the fee-for-service programs at MMI and its Clearpoint division. See more

Courtney Lynch

Courtney Lynch

  • Relationship Management
  • Credit Education
  • Debt Repayment
  • Banking Fundamentals
  • Small Business Lending

Courtney Lynch is Director of Industry Relations at MMI, where he helps promote financial wellness in underbanked and underserved communities by leveraging partnerships to deliver high-touch care at scale. See more

Emanuel Rivero

Emanuel Rivero

  • Hispanic Finances
  • Community Partner Development
  • Program Outcome Analysis
  • Medical Debt
  • Small Business Credit and Side Hustles

Emanuel Rivero is Senior Director of the Hispanic Centers for Financial Excellence (HCFE). He specializes in the Latino financial experience in the United States, with a focus on helping newer residents understand, access, and engage the financial system. See more

Jackie Boies

Jackie Boies

  • Homeownership
  • Fee-for-Service Programs
  • Foreclosure Prevention
  • Disaster Recovery Assistance
  • Bankruptcy

Jackie Boies is Senior Director of Partner Relations at MMI. She has over 40 years of credit, lending, and mortgage servicing experience, and currently provides oversight for MMI’s housing counseling and disaster recovery programs. See more

Tara Alderete

Tara Alderete

  • Training and Facilitation
  • Professional Communication
  • Curriculum Development
  • eLearning
  • Personal Finance

Tara Alderete is Director of Enterprise Learning at MMI, where she oversees a team of educators, creates MMI’s online and in-person education programs, and facilitates community workshops and webinars. See more

Thomas Nitzsche

Thomas Nitzsche

  • Personal Finance
  • Debt Repayment
  • Minimalist Living
  • Media Relations
  • Media Partnerships

Thomas Nitzsche is Senior Director of Media and Brand at MMI, where he uses his personal experience and professional expertise to create conversations about money and destigmatize debt. See more

Beatriz Mauersberg.

Beatriz Juliao-Mauersberg

  • Hispanic Financial Wellness
  • Introducing the U.S. Financial System
  • Credit Building and Maintenance
  • Managing Household Finances
  • Community Partner Development

Beatriz Juliao-Mauersberg is Financial Wellness Program Manager at MMI, where she is responsible for assessing the budgeting and money management needs of the Hispanic/Latino community throughout metro Atlanta and north Georgia. See more

Jai Makokha.

Jai Makokha

  • Asset Building
  • Credit Education
  • Debt Reduction
  • People of Color and LGBTQ Financial Wellness 

Jai Makokha is a Learning and Development Specialist at MMI who is passionate about helping people understand the everyday and complex financial challenges Americans face. See more

  • Better Business Bureau A+ rating Better Business Bureau
    MMI is proud to have achieved an A+ rating from the Better Business Bureau (BBB), a nonprofit organization focused on promoting and improving marketplace trust. The BBB investigates charges of fraud against both consumers and businesses, sets standards for truthfulness in advertising, and evaluates the trustworthiness of businesses and charities, providing a score from A+ (highest) to F (lowest).
  • Candid GuideStar Gold Transparency level 2022 Candid
    MMI has achieved a Gold Seal of Transparency by Candid (formerly GuideStar), a leading source for insights on thousands of nonprofit organizations. For decades, Candid has provided data that powers hundreds of websites, programs, and applications related to philanthropic giving in order to help grantors make informed decisions.
  • Trustpilot Trustpilot
    MMI is rated as “Excellent” (4.9/5) by reviewers on Trustpilot, a global, online consumer review platform dedicated to openness and transparency. Since 2007, Trustpilot has received over 116 million customer reviews for nearly 500,000 different websites and businesses. See what others are saying about the work we do.
  • Department of Housing and Urban Development Department of Housing and Urban Development
    MMI is certified by the U.S. Department of Housing and Urban Development (HUD) to provide consumer housing counseling. The mission of HUD is to create strong, sustainable, inclusive communities and quality affordable homes for all. HUD provides support services directly and through approved, local agencies like MMI.
  • Council on Accreditation Council On Accreditation
    MMI is proudly accredited by the Council on Accreditation (COA), an international, independent, nonprofit, human service accrediting organization. COA’s thorough, peer-reviewed accreditation process is designed to ensure that organizations like MMI are providing the highest standard of service and support for clients and employees alike.
  • National Foundation for Credit Counseling National Foundation for Credit Counseling
    MMI is a longstanding member of the National Foundation for Credit Counseling® (NFCC®), the nation’s largest nonprofit financial counseling organization. Founded in 1951, the NFCC’s mission is to promote financially responsible behavior and help member organizations like MMI deliver the highest-quality financial education and counseling services.