Learn key trends and
best practices

New York City // 11.14.19

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LEARN BEST PRACTICES AND WINNING STRATEGIES

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Industry Leaders Tell All

Learn which marketing and sales strategies the top financial brands are leveraging, fueling you with insights to propel your marketing efforts.

ENHANCE YOUR CUSTOMER EXPERIENCE AND DRIVE ROI

Curious how emerging trends will change the game for your financial brand? Learn how to adapt with proven strategies and best practices so you can position your organization for success in 2020. 

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Inside Look at Upcoming Features

Get a sneak peek of Total Expert’s product roadmap as we unveil upcoming releases and new features that will take your organization to the next level in the coming year.

“This is definitely an event that everyone should attend. The content is valuable, as is the face time with people from within the organization that we do not usually get to interact with.”

— Accelerate 2019 Chicago Attendee 

 

“Amazing atmosphere dedicated to influence the future of the industry.”

— Accelerate 2019 San Francisco Attendee 

Featured Speakers

Additional speakers coming soon!

Dan-Catinella

DAN CATINELLA

Chief Digital Officer

Finance of America

Speaking in: New York City

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DAN CATINELLA

Chief Digital Officer

Finance of America

Speaking in:  New York City

With over 15 years of experience with mortgage systems technology, I have an extensive track record of identifying business needs and applying technological solutions. I specialize in designing, planning and implementing hardware and software systems in both large-scale infrastructures as well as individual applications to suit business needs. As a trusted member of the executive management team, I pride myself in having a common sense approach to problem solving and providing solutions to increase productivity and efficiency while reducing costs.

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DAWN BRADSHAW

SVP, Chief Mortgage Marketing Officer

Wintrust Mortgage

Speaking in: New York City

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DAWN BRADSHAW

SVP, Chief Mortgage Marketing Officer

Wintrust Mortgage

Speaking in:  New York City

Dawn Bradshaw is Chief Marketing Officer for Wintrust Mortgage. With 30+ years of experience in marketing and leadership, Dawn is an accomplished brand builder, creative leader and digital champion. At Wintrust Mortgage, Dawn is leading a digital transformation, optimizing customer experiences and developing strategies for the next generation of mortgage lending. 

Corey-Shelton

Corey Shelton

SVP of Marketing

Atlantic Coast Mortgage

Speaking in: New York City

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Corey Shelton

SVP of Marketing

Atlantic Coast Mortgage

Speaking in:  New York City

I help purpose-driven companies build more profitable, market-leading brands that standout in densely crowded market places, amplify and differentiate competitive advantages, and better drive customer engagement, trust and loyalty through Branding and Digital Marketing.

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Jeremy Gunther

Assistant Vice President, Senior Product Manager

U.S. Bank Home Mortgage

Speaking in: New York City

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Jeremy Gunther

Assistant Vice President, Senior Product Manager

U.S. Bank Home Mortgage

Speaking in:  New York City

Jeremy is a 20-year Mortgage veteran and currently a Sr. Product Manager at U.S. Bank. Jeremy works with the Mortgage Retail Strategy team to identify and implement strategic initiatives to help sales and leadership build their business. Jeremy specializes in connecting the dots between sales, marketing and technology to help individuals as well as the organization realize the tangible benefit of all three. Jeremy has supported the roll out of numerous marketing and technology platforms during his 11-year career at U.S. Bank. 

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Joe Welu

Founder & CEO

Total Expert

Speaking in: All cities

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Joe Welu

Founder & CEO

Total Expert

Speaking in:  All cities

Joe Welu is the Founder and CEO of Total Expert, a venture backed Software-as-a-Service technology company based in Minneapolis, MN. Total Expert currently serves 8 of the top 15 lenders in the nation and was recently recognized as Minnesota’s Most Promising Startup by the Minneapolis/St. Paul Business Journal. Prior to starting Total Expert in 2012, Joe co-founded and led one of the top-selling real estate teams in the U.S., achieving over $1 billion in sales volume.

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Brian Walerius

Chief Technology Officer

Total Expert

Speaking in: All cities

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Brian Walerius

Chief Technology Officer

Total Expert

Speaking in:  All cities

Brian Walerius leads Total Expert's technology and product organizations, including software engineering, product management, and systems and security engineering. Brian joined Total Expert in November 2015 and his leadership and experience in enterprise technology has led to the quick expansion of Total Expert's acclaimed line of marketing, co-marketing, and sales products. He has been instrumental in growing the technology and product organization. Before Total Expert, Brian served as the director of software development for an industry leading power systems application company.

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Sue Woodard

Chief Customer Officer

Total Expert

Speaking in: All cities

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Sue Woodard

Chief Customer Officer

Total Expert

Speaking in:  All cities

Sue Woodard brings over 25 years of mortgage industry experience, strategic vision and leadership to her role as Chief Customer Officer. Her focus is on helping clients achieve greater productivity and long-term success. Sue started her career as a top originator, and then leveraged her knowledge to become a highly acclaimed industry speaker, subject matter expert and technology executive. In addition to having hosted a successful financial radio program and making guest appearances on CNBC, Sue has been awarded numerous industry honors, including the Mortgage Professional America HOT 100 list, the Housing Wire Vanguard Award, and the National Mortgage Professional Most Innovative Award. She also serves on the board of HOPE4Youth, a local non-profit working to end youth homelessness.

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Jeff Walton

President

Total Expert

Speaking in: All cities

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Jeff Walton

President

Total Expert

Speaking in:  All cities

Jeff Walton brings over 30 years experience in the banking and mortgage industries to Total Expert’s leadership team. Prior to Total Expert, Walton led several national platforms, most notably being president and CEO of Bear Stearns Residential Mortgage, and president and CEO of National Residential Mortgage. His initial interactions with Total Expert was as one of the first clients, where he used earlier versions of the product across his sales teams. Prior to the official launch of the enterprise offering, Walton announced his role as the president of Total Expert, where he focuses on growth initiatives across all solutions.

A FULL DAY OF KNOWLEDGE

Put yourself on the fast track to modern marketing success with proven strategies to make your customer experience stand out. 
 
Lessons from Game Changers
Networking: The Power of People
The Humanization Index
Small Group Discussions: How Did You Stack Up?
Panel Discussions and More!
 
 
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