AGENDA

Charlotte // 10.17.19

Don’t miss your chance to hear from industry leaders who are changing the game and walk away with actionable steps to transform your customer experience.

9:00 a.m.
9:30 a.m.

Registration & Continental Breakfast

9:30 a.m.
10:00 a.m.

Welcome
  • Joe Welu, Founder & CEO, Total Expert

10:00 a.m.
10:45 a.m.

Lessons from Game Changers

  • Jake Fehling, Vice President, Marketing, Movement Mortgage 

10:45 a.m.
11:00 a.m.

Break

11:00 a.m.
11:30 a.m.

Networking: The Power of People

11:30 a.m.
11:45 a.m.

The Humanization Index

  • Jeff Walton, President, Total Expert

11:45 a.m.
12:45 p.m.

Networking Lunch

12:45 p.m.
1:30 p.m.

Small Group Discussions: How Did You Stack Up?

1:30 p.m.
2:30 p.m.

Panel Discussion:
How to Deliver the Right Message at the Right Time

  • Katherine Campbell, Director of Marketing, Assurance Financial
  • Melanie Marsh, Director of Digital Marketing, Movement Mortgage 
  • Jarrett Stanley, Vice President of Marketing, Southern Trust Mortgage
  • Sue Woodard, Chief Customer Officer, Total Expert

2:30 p.m.
2:45 p.m.

Break

2:45 p.m.
3:45 p.m.

A Look Forward: Product Delivery 2020

  • Brian Walerius, Chief Technology Officer, Total Expert
  • Bridgette Haymaker, VP, Product, Total Expert

3:45 p.m.
4:00 p.m.

Wrap up

  • Joe Welu, Founder & CEO, Total Expert

4:00 p.m.

Cocktail Hour

Questions? Contact us

 

 

Le Méridien

Charlotte, North Carolina

Charlotte - Le Meridien