Accelerate 2024 Agenda

From the opening festivities and inspiring keynotes to deep-dive breakout sessions and networking opportunities, there’s no shortage of things to do and learn at Accelerate! 



A Track for Everyone

Result-Driven Strategies

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

Market Insights

Explore the trends, topics, and market changes at work in the financial services space so you can future-proof your strategies.

The Total Expert Platform: A Closer Look

Deep dive into the Total Expert platform with how-to sessions, product updates, and insider tips from the Total Expert team. 

Sunday, June 23

All Day | Arrivals
5:00 - 6:00 p.m. | Early Registration
6:00 - 8:00 p.m. | Pre-Conference Training Welcome Dinner | EaTo

Kick off your Accelerate experience at this Minneapolis hotspot, complete with dinner, drinks, and entertainment! Get to know your fellow training participants before you dive into your session on Monday. Walking distance from the Renaissance Minneapolis Hotel (“The Depot”).  

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

Monday, June 24

All Day | Arrivals
8:00 - 9:00 a.m. | Early Registration
9:00 a.m. – 3:00 p.m. | Pre-Conference Training

Back by popular demand, Accelerate 2024 pre-conference training offers two 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. 

*Note: Pre-registration required. Learn more about pre-conference training.

3:00 – 5:00 p.m. | Ask the Expert Session (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 Experts opens in May.

6:00 – 8:00 p.m. | Accelerate Welcome Reception

The match has been struck. The fuse has been lit. And now, it’s time to Ignite Your Future at Accelerate 2024! Connect with your peers and industry leaders from across the country as we kick off the hottest event of the year. 

Tuesday, June 25

7:45 – 8:45 a.m. | Women in FinServ Breakfast

The Women in FinServ breakfast is designed to build a community for women across the financial services industry where they can 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 who are marking a difference in our industry!

Note: registration required. Stay tuned for more information.

9:00 – 9:30 a.m. | Welcome to Accelerate 2024

Total Expert Founder and CEO Joe Welu will welcome Accelerate 2024 attendees and get everyone fired up for an incredible week by sharing why now is the time to invest in building stronger customer relationships and leveraging data to obtain a competitive advantage. Joe will stoke the fire, but it’s up to every attendee to carry the torch forward! This is your opportunity to learn, network, and exchange strategies for driving growth and loyalty in any market.

9:30 - 10:30 a.m. | Keynote
10:30 – 11:00 a.m. | Break 
11:00 – 11:45 a.m. | Breakout Sessions
  • Mortgage Market Outlook Today (Lending Executive Panel) 

    Join a discussion between industry experts as they analyze trends, forecast key developments, and provide strategic insights aimed at empowering you to navigate the evolving landscape with confidence and foresight in the years ahead. 


    Speaker: Dan Catinella, Total Expert, Jay Promisco, Sierra Pacific Mortgage, Shannon Schmidt, VanDyk Mortgage

  • 2025 Outlook for Banks and Credit Unions: What to Expect Over the Next Six Months 

    Rates are on the slow decline in 2024, but what does that mean for banks and credit unions? This session will look at the opportunities beginning to emerge and the challenges that remain. Attendees will learn how to make necessary adjustments to their strategies and tactics for the remainder of 2024 and learn what they should be focusing on to position themselves for success in 2025. 


    Speaker: James White, Total Expert

  • Slow Down to Speed Up

    In a world inundated with choices and constant distractions, agencies and brokerages often find themselves overwhelmed by the demands of digital transformation. However, this session offers a refreshing perspective: slow down to speed up. Join us for an interactive exploration into purposeful decision-making amidst the whirlwind of change. Through practical strategies and engaging discussions, you'll learn to align business strategies with deliberate actions, effectively navigating the delicate interplay of people, processes, and technology. Embrace change with intent and emerge as a confident navigator of today's complex landscape. 

    Speaker: Chris Cline, Independent Insurance Agents and Brokers of America  (Big I) 

12:00 – 1:30 p.m. | Plated Lunch, Expy Awards, and Product Keynote

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

1:30 - 2:00 p.m. | Break
2:15 - 3:00 p.m. | Breakout Sessions
  • On the Right Path: An Optimized Journey for Every Customer 

    Join Total Expert’s industry principals as they explore high-level strategies to harness customer Life Event data and use it to orchestrate tailored customer journeys that ensure optimal business outcomes. Discover how executives can lead in crafting experiences that resonate, captivate, and drive sustained success in today's dynamic business landscape. 


    Dan Catinella, Ilya Filipov, James White, Total Expert

  • Being a Super Admin: Strategies for Connecting Sales and Marketing

    This session provides discerning insights, sophisticated tools, and strategic methodologies to empower super administrators in fostering a symbiotic relationship between sales and marketing, ensuring optimal organizational cohesion and success.
  • Build with Me: Insurance Workshop 

    Get up to speed quickly with help from the Total Expert training consultants. They’ll show you how to create and deploy dynamic Journeys for your insurance customers and prospects and leverage the Expert Content library to get your message to market faster and ensure that all collateral complies with brand and regulatory requirements.
3:15 - 4:00 p.m. | Breakout Sessions
  • State of the Economy in Financial Services

    What are the factors driving the financial services industry in 2024? How do those factors determine who is succeeding in the current market and who is losing market share? This session will examine how the market is evolving, what’s driving those changes, and how you can adapt your strategy to remain agile and ensure you don’t get left behind.
  • InsurTech Unleashed: Marketing, Sales, and the Digital Revolution in Insurance

    Explore the seamless integration of marketing and sales technologies for relationship-focused agents. From leveraging data analytics for targeted campaigns to the transformative impact of AI on sales processes, gain invaluable insights that will empower you to thrive in the digital evolution of the insurance sector.

    Speaker: Ilya Filipov, Total Expert

  • Enhancing Engagement with Sales Leaders: Proven Tactics for Driving Technology Adoption

    In today's dynamic digital environment, staying aligned with users and evolving alongside them is paramount for technology leaders and administrators. However, one often underestimated group of stakeholders is sales managers, whose role can be instrumental in fostering the adoption of new tools and strategies. This immersive session delves into effective strategies and real-world examples for engaging sales leaders, equipping you with the insights needed to navigate technology adoption seamlessly, devise impactful engagement plans, and cultivate educational empowerment for loan officers (LOs). Through interactive discussions and actionable insights, you'll explore the critical importance of comprehending sales leader perspectives, refining training approaches, and leveraging centralized reporting to steer adoption initiatives effectively.

    Speaker: Jelaire Grillo, Prosperity Home Mortgage, LLC

4:00 - 5:00 p.m. | Partner 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 one of Accelerate on a high note before you enjoy your free night in Minneapolis! 

5:30 p.m. | Free Evening

Wednesday, June 26

8:00 – 9:00 a.m. | Breakfast
9:00 – 9:45 a.m. | General Session | Sue Woodard
10:00 - 10:45 a.m. | Breakout Sessions
  • Lender Workshop: Adding New Alerts into Your Customer Intelligence Ecosystem

    How to add new alerts into the existing CI set up and maximize the TE tool sets to optimize workflows. Delve into strategies, case studies, and hands-on practices that leverage customer intelligence to empower lenders in cultivating enriched relationships, nurturing leads, and strategically generating opportunities for sustainable growth.
  • Using FinTechs to Ignite Growth

    Even in a digital-first world, there will always be a place for one-to-one human connections. But financial services organizations can improve their operations and member experiences by identifying and deploying emerging technologies that make their teams more productive, more responsive, and more engaged.
10:45 – 11:15 a.m. | Break
11:15 a.m. - 12:00 p.m. | Breakout Sessions
  • How to Deliver More Value for Referral Partners

    Uncover proven strategies, effective communication tactics, and innovative approaches to strengthen relationships, boost collaboration, and enhance the overall value proposition for your referral partners in the dynamic lending landscape. 

    Speaker: Dan Catinella, Total Expert

  • Best Ways to Engage

    With all the data and digital tools available to financial institutions, engaging your customers and members isn’t the challenge—it’s knowing how, when, and why to engage them. By leveraging consumer behavior, intent data, and traditional seasonality to properly sequence engagement, you can build dynamic Journeys and nurture campaigns in Total Expert that deliver the next best message, product, or touchpoint.


    Speaker: James White, Total Expert

12:00 – 1:00 p.m. | Lunch
1:00 – 1:45 p.m. | General Session
2:00 - 2:45 p.m. | Breakout Sessions
  • Next Level Marketing: Journey Automation Best Practice

    This session will dive into advanced strategies and best practices for marketers using the Total Expert platform—providing insights into mastering Journey automation for unparalleled customer engagement and business impact. Learn how to manage your system settings to optimize how contacts flow through Journeys and companion tools like Focused View. We’ll also explore how to create dynamic dashboards that allow you to analyze and assess Journey performance.
  • Rapid-Fire Admin Networking

    Connect with your fellow financial service experts in this engaging admin speed-networking session! Pose your most pressing questions, discuss your strategies for utilizing Total Expert, and exchange valuable tips and tricks. By the end of the session, you'll establish new connections and gain fresh ideas to bring back to your organization. 

    Speaker: Bobbi Jo Dallas, Total Expert

2:45 – 3:15 p.m. | Break
3:30 - 4:15 p.m. | Breakout Sessions
  • Lender Workshop: How Smarter Customer Data Enables LOs to Close More Deals

    Empower your loan officers to excel in a competitive market. This session will discuss advanced strategies and practical insights on leveraging intelligent customer data to equip loan officers and their teams with the tools they need to close more loans in any market. You’ll also learn how to connect alerts, Journeys, dashboards, custom fields, campaign builder, and focused views to create more impactful workflows. 
  • Using Data to Ignite Relationships

    Delivering the best possible customer experience means understanding their financial needs and goals—even if they haven’t communicated them to you. By combining your in-house and third-party data, you can create enriched customer profiles that provide deeper insights into their priorities. This enables greater segmentation so you can deliver laser-focused messaging to each customer, deepening relationships and increasing conversions. 


    Speaker: James White, Total Expert

6:30 – 11:30 p.m. | Customer Appreciation Party

Thursday, June 27

8:00 – 9:00 a.m. | Breakfast
9:00 – 9:45 a.m. | Game Changers Panel & Closing Remarks

Get ready to spark innovation as we hear from top executives in the industry and the game-changing strategies empowering them to stay one step ahead of the competition and drive greater ROI. As the market continues to experience its share 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 up your team for success.

10:00 – 10:45 a.m. | Breakout Sessions
  • End-User Engagement: Best Practices for Increasing Engagement and Incorporating Activation

    It’s time to hear from your peers. In this session, powerhouse Total Expert admins will share their best practices for increasing adoption and engagement within their organization and creative activation strategies they have tried and tested over the years. If you’re looking for new, innovative ideas on how you can increase adoption in your organization, you will not want to miss this session!

    Speaker: Bobbi Jo Dallas, Total Expert
11:00 a.m. | Departures

A Track for Everyone

Result-Driven Strategies

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

Market Insights

Explore the trends, topics, and market changes at work in the financial services space so you can future-proof your strategies.

The Total Expert Platform: A Closer Look

Deep dive into the Total Expert platform with how-to sessions, product updates, and insider tips from the Total Expert team.