Agenda

Accelerate will feature a blend of content focused on helping financial institutions tackle market challenges, obtain new skills to maximize your use of the Total Expert platform, and learn tactical strategies to drive growth in your organization. 

 

 

A Track for Everyone

Market Insights Track
Dive into the trends and market changes at work in financial services.  
 

Results-Driven Strategies
Guidance and discussion on how to tackle your key initiatives around retention, cross-sell, lead generation and more.  

The Total Expert Platform: A Closer Look  
Deep dive into the Total Expert platform with product updates and how-to sessions.  

Sunday, June 11

All Day | Arrivals
5:00 - 6:00 p.m. | Early Registration
6:00 - 8:30 p.m. | Pre-Conference Training Welcome Dinner, The Deck at Moonshine Flats

Kick off your Accelerate experience at this San Diego hotspot, complete with dinner, drinks, and entertainment! Get to know your fellow training participants before you dive into your session on Monday. Transportation to and from dinner will be provided.  

Note: Only open to pre-conference training registrants. Learn more about pre-conference training.

Monday, June 12

All Day | Arrivals
8:00 – 9:00 a.m. | Registration
9:00 a.m. – 2:15 p.m. | Pre-Conference Training

Back by popular demand, Accelerate 2023 pre-conference training offers three unique tracks, designed to supercharge your skills, knowledge, and strategy to execute on current industry trends and drive greater ROI within the Total Expert platform. 

2:00 p.m. – 4:00 p.m. | Ask the Experts Sessions (Optional)

Meet face-to-face with Total Expert team members, including technical account management, engagement, and more. Get your most pressing questions answered! Registration for Ask the Expert sessions opens in May. 

1:00 – 5:00 p.m. | Registration
6:00 – 8:00 p.m. | Welcome Reception: Connect Over Sunset, Bay Terrace

Accelerate 2023 is here! Gather with your peers and industry leaders during the golden hour while taking in the breathtaking views of Coronado. Come and get supercharged for the next few days of learning and inspiration!

Tuesday, June 13

8:00 – 9:00 a.m. | Registration
8:00 – 9:00 a.m. | Women in FinServ Breakfast, Bay Terrace (Registration Required)

The Women in FinServ breakfast is designed to build a community for women across the financial services industry to develop professional knowledge, share career advice, and grow valuable connections leading to meaningful change. Kick off your Accelerate experience with your peers and grow your professional network with the leaders that are marking a difference in our industry! Sign up here.

Speakers:
Amy Irvine, Total Expert
Melissa Wright, American Pacific Mortgage

9:00 – 9:30 a.m. | Welcome to Accelerate 2023!

Total Expert Founder and CEO Joe Welu welcomes attendees to Accelerate 2023 and shares how now is the time to invest in building stronger customer relationships and leveraging data to obtain a competitive advantage. He'll encourage attendees to use their time at Accelerate to learn, network, and exchange strategies for driving growth and loyalty in any market.

 

9:30 - 10:30 a.m. | Generation CX: The Future of Customer Experience with Sue Woodard, Fintech Evangelist & Senior Advisor, Total Expert

Today’s consumers have the power to fracture every aspect of their financial lives. They can parcel out individual slivers of their financial relationships across various providers based on the experience each delivers. That’s why everyone in financial services is now laser-focused on elevating their customer experience. Sue will guide Accelerate attendees through how to meet the expectations of today’s post-pandemic “Gen CX” consumers. You will learn clear ways to increase brand loyalty, improve satisfaction, and win the CX battle with every interaction.

10:30 – 11:00 a.m. | Break 
11:00 – 11:45 a.m. | Breakout Sessions
  • Sales Strategies from the Streets

    Which strategies are paying off as originators aim to grow their business and develop lifetime relationships amid high interest rates? Hear from the experts themselves and what's empowering them to expand existing relationships and obtain new business in this market.

    Speakers:
    Gino Fronti, PRMG
    Michael Virostko, Evolve Bank & Trust
    Eric Hamilton, Guaranteed Rate
    Dan Catinella, Total Expert

    Track: Market Insights

    Vertical Focus: Mortgage

  • Intelligent Engagement: Leveraging Alert-Based Marketing

    Knowing your customers goes beyond what accounts they hold with your institution. Enriching your data from external sources and monitoring their activity outside your firewall can provide you with opportunities to engage customers or members at key financial milestones. Learn how our customers are using multiple data sources and the Total Expert platform to drive growth and customer loyalty.

    Speakers:
    James White, Total Expert
    Bryan Clark, Dart Bank

    Track: Results-Driven Strategies

    Vertical Focus: Banks/Credit Unions

  • Focus on Results: Optimize Your Sales Process with Focused View 

    This breakout session will teach marketing leaders how they can more effectively reach sales targets by leveraging Focused View. The session will cover creating winning setups, intuitive outcomes, understanding your data, and coaching end users. 

    Speakers:
    John Chambers Dunn, Total Expert

    Track: The Total Expert Platform: A Closer Look

    Vertical Focus: Mortgage/Banks/Credit Unions

11:45 a.m. – 1:00 p.m. | Lunch, Bay Terrace
1:00 - 1:50 p.m. | Product Innovation Keynote

Total Expert is laser-focused on delivering innovative solutions to help our customers win in any market by maximizing every opportunity and delivering the perfect customer journey. Join Total Expert's Senior Director of Product Management Susu Adriaens and VP of Product Design & Research Dan Schwartz as they spotlight the latest and greatest solutions within the Total Expert platform, including the future of Customer Intelligence and the impact it will have on your customer relationships. Get a first-hand look at our product roadmap priorities, featuring a mix of near-term and long-term innovation.

Speakers:
Susu Adriaens, Total Expert
Dan Schwartz, Total Expert

2:00 - 2:45 p.m. | Breakout Sessions
  • Turning Data Into Deal Flow with Customer Intelligences

    On average, lenders only retain 23% of their past customers. It’s time to reset the industry baseline for customer retention and loyalty. In this session, Total Expert’s Chief Lending Officer Dan Catinella and a panel of Total Expert customers will share best practices and how Customer Intelligence is helping move the needle on improving customer retention rates. 

    Speakers:
    Jelaire Grillo, Prosperity Home Mortgage, LLC
    Jeff Smith, Guaranteed Rate
    Dan Catinella, Total Expert

    Track: Results-Driven Strategies

    Vertical Focus: Mortgage/Bank/Credit Unions

  • The Total Expert Platform: Latest & Greatest

    Join this session as Senior Director of Product Management Susu Adriaens takes attendees through the biggest platform enhancements made in the past year, including embedded analytics, Customer Intelligence, two-way SMS, the outbound data connector, and more. Make sure you’re utilizing these powerful tools!

    Speaker: Susu Adriaens, Total Expert

    Track: The Total Expert Platform: A Closer Look

    Vertical Focus: Mortgage/Banks/Credit Unions

  • Humanization at Scale: More Loans Through More Face Time

    How do you preserve volume and protect market share in these market conditions? How do you position for growth when the market shifts? By keeping your loan officers in front of the prospects, clients, and referral partners on which your collective success depends.


    Learn why and how your peers in the Total Expert community are humanizing the increasingly faceless and digitally distant mortgage experience by adding videos to their Journeys in an easy, scalable, secure, compliant, and effective way.
    See the video automation process producing outcomes like a 3x lift in email engagement and a 64% improvement in lead-to-loan rates.

    Speakers:
    Ethan Beute, BombBomb
    Bryan Clark, Dart Bank

    Track: The Total Expert Platform: A Closer Look

    Vertical Focus: Mortgage/Bank/Credit Unions

  • Ask the Experts

    Meet face-to-face with Total Expert team members, including technical account management, engagement, and more. Get your most pressing questions answered! Registration for Ask the Expert sessions opens in May.

3:00 - 3:45 p.m. | Breakout Sessions 
  • A Pulse on Mortgage: Conquering the Purchase Market 

    From the Feds relentless focus on fighting inflation to a shortage of inventory and the need to create affordable housing, the press continues to cast doubt on the housing industry. How do you reconcile the headlines with what we know to be true – that the dream of homeownership is still strong. Learn about the state of the mortgage industry from industry experts backed by facts and a balanced outlook on what to expect in '23. 

    Speakers:
    Dan Catinella, Total Expert
    Julian Hebron, The Basis Point
    David Lykken, Lykken on Lending

    Track: Market Insights

    Vertical Focus: Mortgage

  • At Any Rate: Driving Deposit Growth and Retention 

    As rates rise, consumers are more likely to consider taking their deposits elsewhere to get a better rate. That’s an opportunity for you to welcome new deposits—but also a challenge to retain your existing base. Join James White, general manager for banking at Total Expert, to discuss the deposit arms race, a blueprint for growing deposits, and how to create a growth strategy. 

    Speaker: 
    James White, Total Expert

    Track: Results-Driven Strategies

    Vertical Focus: Banks/Credit Unions

  • Embedded Analytics: ROI at a Glance 

    Move beyond simple tabular reports and start building customizable dashboards. Last year's Accelerate attendees saw the beta version of the new analytics dashboards, and now it's time to unveil Total Expert’s first standard dashboard and provide a sneak peek of what's to come. Join this session for a firsthand look as well as a proof of concept for a future dashboard coming your way soon.  

    Speakers:
    Kaitlyn Howen, Total Expert
    Brenda Simons, Total Expert
    Jen Geaslen, Total Expert

    Track: The Total Expert Platform: A Closer Look

    Vertical Focus: Mortgage/Banking/CU 

  • Ask the Experts

    Meet face-to-face with Total Expert team members, including technical account management, engagement, and more. Get your most pressing questions answered! Registration for Ask the Expert sessions opens in May.

3:45 - 4:15 p.m. | Break + Refreshments: Fuel Up for Power Hour

Grab a canned beverage and an appetizer and charge up for our rapid-fire demo session featuring top sponsors and technology partners! 

4:15 - 5:00 p.m. | Power Hour 

This high-energy session will give attendees an inside look at the innovative technologies from our top sponsors and technology partners and how they are changing the game for financial institutions. Wrap up day 1 of Accelerate on a high note before you enjoy your free night in Coronado!

Participating companies include:

BombBomb
Denim Social
Capacity
Rebel iQ

Speakers:
Tony Barbone, Total Expert
Mike Russell, Total Expert

Free Evening

Accelerate attendees are invited to explore Coronado and connect with partners and friends, old and new. Shuttles will be provided from the Loews to downtown Coronado throughout the evening. 

Wednesday, June 14

8:00 – 9:00 a.m. | Breakfast, Bay Terrace
9:00 – 9:45 a.m. | Game Changers Panel

Get ready to spark innovation as we hear from top executives in the industry and the game-changing strategies that are empowering them to outlast the competition and drive greater ROI. As the market continues to experience its fair of shake-ups, these leaders will share proven methods they rely on every day to overcome any obstacle thrown their way. You'll walk away with a battle card of ideas to put into place in your organization and set your team up for success.

Speakers:  
Sue Woodard, Total Expert 
Melissa Wright, American Pacific Mortgage 
Shashank Shekhar, InstaMortgage 
Shawn Karnes, Arvest Bank

9:45 – 10:15 a.m. | The Expy Awards

It's time to celebrate! Join us as we introduce the winners of our third-annual customer awards, the Expys! These coveted awards showcase industry trailblazers and the next-level tactics they've put into place in their organizations. We’ll unveil each category winner, recognizing the organizations and individuals who are driving growth via innovative, customer-centric strategies.

Speaker: Rebecca Martin, Total Expert

10:15 – 10:45 a.m. | Break + Snack
10:45 – 11:30 a.m. | Breakout Sessions
  • Path to Profitability: Modern Strategies to Prepare for Growth  

    Seeking new ways to spark engagement with your lenders and help customer-facing teams grow the business? Hear from three top-performing mortgage lenders as they share the strategies that set their teams up for success to deliver an exceptional customer experience and cultivate lifelong relationships at scale. 

    Speakers:  
    Jeff Smith, Guaranteed Rate 
    Kayla Powell, Movement Mortgage 
    Sarah Bengtson, Fairway Independent Mortgage Corp.,  
    David Kistler, Total Expert 
     
    Track: Results-Driven Strategies

    Vertical Focus: Mortgage

  • Purpose-Built Tools + Salesforce = Exponential Growth  

    As a dominant player amongst banks and lenders, Total Expert saw a need to better help customers connect with the market leading CRM, Salesforce. With the new Total Expert for Salesforce managed app, we’ve made it turn-key to integrate workflows and data between the systems while allowing FI’s to leverage the TE functionality that’s not available in a Salesforce deployment. Join this session to learn how we’ll help you get more out of your Salesforce investment. 

    Speakers:  
    Patrick Hanley, Total Expert 
    J.J. Slygh, Total Expert

     
    Track: The Total Expert Platform: A Closer Look

    Vertical Focus: Mortgage/Banks/Credit Unions

11:45 a.m. – 12:30 p.m. | Breakout Sessions
  • Designing the Perfect Borrower Journey 

    The traditional process to attract a new borrowers, build a loan file, close, onboard and retain that same customer has evolved drastically over the past five years. The definition of convenience has changed and the amount of information at a borrower’s finger tips has evolved. Learn how modern lenders are reimagining the loan process, designed to meet the needs of a Gen Z buyer, and generate repeat business. 

    Speaker:  
    Shashank Shekhar, InstaMortgage
     
    Track: Results-Driven Strategies

    Vertical Focus: Mortgage

  • Banking on Change: How to Achieve Exponential Growth in the Age of AI 

    Automation. Data and analytics. AI. The list of digital growth strategies, tactics, and technologies can feel overwhelming --even frustrating-- as we are now experiencing change at an exponential rate. And as we all know change can feel hard, scary... even painful. But what if the solution to maximize your financial brand’s digital growth was found in a different type of technology you may have never considered before?  
     
    Attend this session and you will learn the 90-Day Growth Method that empowers you to:

     - Navigate the complexity of exponential change in the Age of AI 

      - Act with courage as you develop an exponential growth mindset  

     - Increase your EQ and AQ

     - Break free from getting stuck "doing digital" once and for all

     - Confidently maximize your future growth every 90 days 

     

    Speaker:  
    James Robert Lay, The Digital Growth Institute 
     
    Track: Market Insights

    Vertical Focus: Banks/Credit Unions

12:30 – 1:15 p.m. | Lunch, Bay Terrace
1:15 – 2:00 p.m. | Breakout Sessions 
  • From Idea to Launch: Product Improvements Courtesy of Our Customers

    You asked, we answered! Learn about the customer-requested product improvements delivering major impact, including improvements to Email Builder, CRM, and Content Experiences. You’ll also get a sneak peek at upcoming improvements and provide your feedback via interactive polling.

    Speakers: 
    Alec Catsuros, Total Expert
    Bryce Danielson, Total Expert

    Track: The Total Expert Platform: A Closer Look

    Vertical Focus: Mortgage/Banks/Credit Unions

  • 3 Ways Banks & Credit Unions Can Ignite Customer Relationships and Drive Growth

    With a decline in branch traffic and an increase in the number of FIs each consumer works with, banks need innovative ways to ignite each customer relationship and remain relevant. In this session, gather best practices to drive higher engagement whether you are a consumer’s primary financial institution or not. 

    Speaker:  
    James White, Total Expert 
     
    Track: Results-Driven Strategies

    Vertical Focus: Banks/Credit Unions

  • The Growth Playbook: Aligning Your Tech and Business Teams

    Speakers:
    Dominick Marchetti, Mezzo
    Joe Welu, Total Expert

    Track: Results-Driven Strategies

    Vertical Focus: Mortgage

  • Ask the Experts

    Meet face-to-face with Total Expert team members, including technical account management, engagement, and more. Get your most pressing questions answered! Registration for Ask the Expert sessions opens in May.

2:15 – 3:00 p.m. | Breakout Sessions
  • The Perfect Mix: How to Combine Human and Digital Connection for Lasting Relationships

    Creating material connections with customers and members can be difficult in the digital age. But technology doesn’t need to be the barrier to establishing meaningful relationships. Join this panel of customers to hear how they are leveraging digital tools to better engage and retain their account holders by building relationships outside their brick & mortar.

    Speakers:  
    Melanie Marsh, Baldwin Risk Partners 
    Ali Nassirian, Golden 1 Credit Union 

    J.J. Slygh, Total Expert

    Track: Results-Driven Strategies

    Vertical Focus: Mortgage/Banks/Credit Unions

  • The Path of Least Resistance: How to Win for Your Sales Team

    This breakout session dives into the power of the marketing role in Total Expert and what you can do to win for your sales team. Join us to discuss how marketers can lay the groundwork for success by leveraging tools like marketing published Focused Views, tasks in journeys, notification defaults, customer intelligence insights, and end-user facing journeys to see maximum results. 

    Speakers:  
    Marissa Kosin, Total Expert
     
    Track: The Total Expert Platform: A Closer Look

    Vertical Focus: Mortgage/Banks/Credit Unions

  • Breaking Banks on Navigating Market Uncertainty

    Join this session as Jason Henrichs, CEO of Alloy Labs, guides attendees through the market pressures that continue into 2023 and how banks can nimbly navigate this uncertainty. 

    Speakers:  
    Jason Henrichs, Alloy Labs 
    James White, Total Expert 
     
    Track: Market Insights

    Vertical Focus: Banks/Credit Unions

  • Ask the Experts

    Meet face-to-face with Total Expert team members, including technical account management, engagement, and more. Get your most pressing questions answered! Registration for Ask the Expert sessions opens in May.

3:00 – 3:15 p.m. | Break + Afternoon Snack
3:15 – 4:00 p.m. | Breakout Sessions
  • Leveraging Your Supporting Actors to Drive Higher Adoption

    When looking to improve platform adoption, don’t forget to look beyond the loan officer. Join this interactive roundtable discussion to learn how your regional marketing coordinators, loan officer assistants and branch managers can be the key to high adoption and maximum value. Attendees will walk away with strategies to engage and support these groups.

    Speakers:  
    Bobbi Jo Dallas, Total Expert 
    Mackenzie Acri, Total Expert 
     
    Track: Results-Driven Strategies

    Vertical Focus: Mortgage/Banks/Credit Unions

  • Total Expert Partners: Leveraging the TE Ecosystem for Joint Customer Success

    In this session, created exclusively for Total Expert partners, attendees will learn about the Partner-first approach, how that drives better results for our joint customers, and new tools that are in place to make us Better Together. 

    Speaker:  
    Patrick Hanley, Total Expert 
     
    Track: The Total Expert Platform

    Vertical Focus: Mortgage/Banks/Credit Unions

  • The Total Expert Platform: Latest & Greatest

    Join this session as Senior Director of Product Management Susu Adriaens takes attendees through the biggest platform enhancements made in the past year, including embedded analytics, Customer Intelligence, two-way SMS, the outbound data connector, and more. Make sure you're utilizing these powerful tools!

    Speaker: Susu Adriaens, Total Expert

    Track: The Total Expert Platform: A Closer Look

    Vertical Focus: Morgage/Banks/Credit Unions

  • Ask the Experts

    Meet face-to-face with Total Expert team members, including technical account management, engagement, and more. Get your most pressing questions answered! Registration for Ask the Expert sessions opens in May.

6:30 – 10:00 p.m. | Customer Appreciation Party: Let's Glow Crazy, Marina Terrace

The bay waters will serve as the perfect backdrop as we toast to our customers and light up the night. Put on your dancing shoes and get ready for a night of endless entertainment!

10:00 p.m. - Midnight | After Party, Avalon

Let's keep this party going! Thanks to Milestones and TMC for sponsoring the after party! Join us inside the Avalon Ballroom and snag some late-night pizza.

Thursday, June 15

8:00 – 9:00 a.m. | Breakfast
9:00 – 9:45 a.m. | Breakout Sessions
  • Force Multiplier: How to Build & Expand Your Referral Partner Program

    Millions of homebuyers will close smart deals in 2023 as the market shifts in their favor, but only if lenders and realtors work together to outweigh headlines that are behind the times.  Join Total Expert’s Ryan Picchini and The Basis Point’s Julian Hebron as they discuss how lenders and referral partners can win the 2023 buyer’s market together—and guide buyers and sellers into mutually successful transactions.  

    Speakers:  
    Julian Hebron, The Basis Point
     
    Ryan Picchini, Total Expert 

    Track: Results-Driven Strategies

    Vertical Focus: Mortgage 

  • Power to the Admins: Ensuring Platform Success

    Here is the playbook for owning your Total Expert success! Join Total Expert’s Matt McEnery and Kim Allen from The Federal Savings Bank, as they share their best strategies for managing successful marketing and engagement programs. They’ll guide attendees through how to secure buy-in from sales leadership, build the relationship between Sales and Marketing and articulate the value of your marketing programs.  

    Speakers:  
    Kim Allen, Federal Savings Bank 
    Matt McEnery, Total Expert
     

    Track: Results-Driven Strategies

    Vertical Focus: Mortgage/Banks/Credit Unions

  • Ask the Experts

    Meet face-to-face with Total Expert team members, including technical account management, engagement, and more. Get your most pressing questions answered! Registration for Ask the Expert sessions opens in May.

10:00 – 10:45 a.m. | Breakout Sessions
  • Light the Engagement Fire! Back By Popular Demand

    This interactive session was standing room only last year, so don’t miss your chance! Grab a seat and learn from your peers and our team of experts in this fast-moving session. Led by industry superstars Sue Woodard and Bobbi Jo Dallas, these roundtable discussions will focus on the most common engagement challenges seen by customers – and practical solutions that you can put into action right away. Come prepared to discuss how to engage loan officers with technology and strategies for creating relationships and driving volume in the current market.  

    Speakers:  
    Sue Woodard, Total Expert 
    Bobbi Jo Dallas, Total Expert 

    Track: Results-Driven Strategies

    Vertical Focus: Mortgage/Banks/Credit Unions

  • Harness the Power of Partnership Ecosystems

    Gone are the days of maintaining relationships with multiple technology vendors to run your business. Leveraging technology ecosystems, financial institutions can solve complex problems and create sustainable competitive advantages while maintaining focus on critical objectives. Attendees will learn about the synergistic capabilities of Total Expert’s technology ecosystem, how to pair technologies together to create a more seamless experience and discover best practices for how they can capitalize today. 

    Speakers:  
    Jeff Smith, Guaranteed Rate
    Josh Lehr, Total Expert
     
    Mike Russel, Total Expert

    Track: The Total Expert Platform: A Closer Look

    Vertical Focus: Mortgage/Banks/Credit Unions

  • Ask the Experts

    Meet face-to-face with Total Expert team members, including technical account management, engagement, and more. Get your most pressing questions answered! Registration for Ask the Expert sessions opens in May.

10:45 – 11:00 a.m. | Departures

Airport shuttles will be provided at 11:15 a.m., 12:30 p.m., and 1:45 p.m. 

A Track for Everyone

Market Insights Track
Dive into the trends and market changes at work in financial services.  
 

Results-Driven Strategies
Guidance and discussion on how to tackle your key initiatives around retention, cross-sell, lead generation and more.  

The Total Expert Platform: A Closer Look  
Deep dive into the Total Expert platform with product updates and how-to sessions.