BREAKOUT SESSION SNEAK PEEK

Accelerate  Agenda

When we come together as one, there’s nowhere to go but up! That’s why we chose Aim Higher as the theme for Accelerate 2025. And judging by the agenda we’ve put together so far, this is shaping up to be another incredible event! 

Here’s just a small sample of the breakout sessions you can expect to see at Accelerate 2025.

 

 

Monday, November 3

Pre-Conference Training Arrivals & Early Registration

If you're attending pre-conference training, swing by the registration booth early to pick up your registration materials before dinner. 

6:00-8:00 p.m. Pre-Conference Training Dinner

Join us to kick off your Accelerate experience with elevated energy—dinner and drinks included. Connect with fellow pre-conference training attendees and set the tone for a high-impact week ahead.

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

Tuesday, November 4

8:00-9:00 a.m. Early Registration
8:30 a.m.-1:30 p.m. Pre-Conference Training

Jumpstart your Accelerate experience with a hands-on, in-person training designed for marketing admins to build smarter workflows, workshop with peers, and configure Total Expert features for real results—before the conference even begins.

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

10:00 a.m.-2:00 p.m. Registration
2:00-4:00 p.m. Welcome to Accelerate 2025

Total Expert Founder and CEO Joe Welu will kick off Accelerate 2025 with an energizing keynote that challenges every attendee to Aim Higher by harnessing the power of AI, customer intelligence, and smarter strategies to drive meaningful growth. This opening session will also feature our highly anticipated Product Keynote, spotlighting what’s new, what’s next, and how Total Expert is evolving to meet the needs of modern financial institutions. We’ll introduce our reimagined Customer Success vision, built to help you achieve more at every stage, and celebrate the organizations leading the way with the reveal of our 2025 Expy Award winners. This is your launchpad to learn, connect, and collaborate on bold strategies that fuel growth and loyalty in any market.

4:00-4:30 p.m. Break & Expo Hall

Recharge, refuel, and reconnect—grab a refreshment and visit with our sponsors in the Expo Hall to explore innovative solutions and spark new ideas.

4:30-5:15 p.m. Breakout Sessions
6:00-8:00 p.m. Welcome Reception

We’re turning up the Denver vibes! Join us for a high-energy kickoff to Accelerate 2025—featuring good eats, live music, and purposeful conversations. It’s your first chance to connect, get inspired, and set your sights on the next level.

Wednesday, November 5

8:00-9:00 a.m. Breakfast
9:00-10:00 a.m. General Session
10:00-10:30 a.m. Break and Expo Hall

Recharge, refuel, and reconnect—grab a refreshment and visit with our sponsors in the Expo Hall to explore innovative solutions and spark new ideas.

10:30-11:15 a.m. Breakout Sessions
11:25 a.m.-12:10 p.m. Breakout Sessions
12:15-1:00 p.m. Lunch & Expo Hall

Recharge, refuel, and reconnect—enjoy lunch and visit with our sponsors in the Expo Hall to explore innovative solutions and spark new ideas.

1:00-1:45 p.m. Breakout Sessions
2:00-2:45 p.m. Breakout Sessions
2:45-3:15 p.m. Break & Expo Hall

Recharge, refuel, and reconnect—grab a refreshment and visit with our sponsors in the Expo Hall to explore innovative solutions and spark new ideas.

3:15-4:00 p.m. Breakout Sessions
4:15-5:00 p.m. Breakout Sessions
5:00-6:00 p.m. Expo Hall Networking

Take a moment to unwind and engage with our sponsors in the Expo Hall. Enjoy a cold beverage while you make your rounds, fostering connections that could spark new ideas and opportunities.

7:00-11:00 p.m. Customer Appreciation Party

Get ready to cap off your experience at Accelerate! Embrace the spirit of Après Ski as you mingle, unwind, and aim higher together. Whether you’re donning cozy ski apparel or enjoying the vibrant atmosphere by our upbeat DJ, you’ll feel the energy of innovation and connection in the air. Join us for a celebration that blends the excitement of AI advancements with the warmth of camaraderie—let's reach new heights together going into 2026!

Thursday, November 6

8:00-9:00 a.m. Breakfast
9:00-9:45 a.m. Breakout Sessions
10:00-10:30 a.m. Closing Session

Together, we’ll reflect on our journey, celebrate our achievements, and inspire each other to aim even higher as we enter the new year. Let’s carry this momentum forward and look ahead to new possibilities!

11:00 a.m. Departures

Breakout Sessions

Additional details and sessions to come.

Platform Innovation & Industry Leadership
  • Unlocking the Power of AI Sales Assistants 
    Explore how Total Expert’s AI Sales Assistants turn customer intent signals—like rate alerts and behavioral triggers—into intelligent, automated engagement. This session will walk through how AI Sales Assistants integrate with your data and Journey automation to deliver timely, compliant, and personalized experiences at scale. You’ll also see how loan officers are seamlessly brought into the process to act on opportunities in the moments that matter most.
  • Smarter Tools for Stronger Conversions
    Discover new lead management features that streamline routing and conversions and help teams with the visibility and tools to act faster on high-intent opportunities. Our Product team will walk through the why, what, and how—including best practices from clients already seeing success.
  • 2026 & Beyond: Lending Market Outlook
    Join a panel of economists and lending leaders as they forecast what’s ahead for the industry. We’ll discuss macroeconomic trends, regulatory changes, and how tech will play a role in future growth.
  • Supercharged Originators 
    See how new functionality from Total Expert is empowering admins and sales leaders to boost originator productivity and platform adoption. This session will show what we’ve done—and are doing—to simplify workflows, add capabilities and evolve user experience to enable originators to operate more efficiently.
Customer Engagement & Lifecycle Marketing
  • Turning Servicing into Your Secret Weapon

    Uncover how financial institutions are using alerts, journeys, and personalization to capture business from their servicing portfolio. We’ll explore products and features along with retention strategies that help lenders leverage additional databases and generate long-term value.
  • Journey Mapping for Life: From Prospecting to Retention

    Explore lifecycle-based marketing frameworks that ensure your contacts are engaged at every stage—not just at loan origination.

Growth Strategy & Sales Enablement
  • Transforming Originators into Lifelong Advisors
    Help your LOs evolve from transactional salespeople into trusted financial partners through lifecycle marketing and behavioral insights. This session unpacks Total Expert's LO maturity model and how to help LOs move up the ladder.
  • AI Hype vs. AI Reality

    Hear from a panel of innovative lenders driving business value from AI in practical ways—improving outreach, increasing productivity, and enhancing the borrower experience from lead prioritization to engagement triggers. This session will spotlight real-world results, and you’ll learn how organizations are evolving with AI.