Agenda

Dallas // 11.21.2019

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 & Breakfast

9:30 a.m.
10:15 a.m.

Welcome
  • Joe Welu, Founder & CEO, Total Expert
  • Julian Hebron, Founder, The Basis Point

10:15 a.m.
11:15 a.m.

Lessons from Game Changers

  • Michael Kuentz, Chief Operating Officer, Trinity Oaks Mortgage
  • Chelsea Vonder Haar, Marketing and Public Relations Manager, USA Mortgage 

11:15 a.m.
11:30 a.m.

Break

11:30 a.m.
12:15 p.m.

The Humanization Index + Discussion

12:15 p.m.
1:00 p.m.

Networking Lunch

1:00 p.m.
2:00 p.m.

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

  • Katherine Campbell, Director of Marketing, Assurance Financial  
  • Meg Dean, Senior Marketing Manager, Eagle Home Mortgage
  • Jerra Ryan, SVP Compliance & Quality Control, SWBC Mortgage
  • Melody Warren, National Marketing Director, Envoy Mortgage
  • Sue Woodard, Chief Customer Officer, Total Expert

2:00 p.m.
2:50 p.m.

Interactive Breakouts: Whiteboarding the Future

2:50 p.m.
3:00 p.m.

Break

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

A Look Forward: Product Delivery 2020

  • Brian Walerius, Chief Technology Officer, Total Expert
  • Katy Lyman, Director of Product Management, Total Expert

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

Wrap up

  • Joe Welu, Founder & CEO, Total Expert
  • Sue Woodard, Chief Customer Officer, Total Expert
  • Brian Walerius, Chief Technology Officer, Total Expert
  • Jeff Walton, President, Total Expert

4:00 p.m.

Cocktail Hour


Questions? Contact us

 

 

Westin Galleria

Dallas, Texas

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