Learn key trends and
best practices

San Diego // 11.19.2019

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!

Christina-Madaras

Christina Madaras

Vice President, Brand Strategy

Kinecta Federal Credit Union

Speaking in: San Diego

Laura-Martell

LAURA MARTELL

Marketing Manager

Mountain West Financial

Speaking in: San Diego

Greg-Pettersen

GREG PETTERSEN

Digital Marketing Manager

RWM Home Loans

Speaking in: San Diego

Michael-Guidotti

MICHAEL GUIDOTTI

Director of Integration and Branch Technology

American Pacific

Speaking in: San Diego

Steve-Majerus

Steve Majerus

President

Synergy One Lending

Speaking in: San Diego

Susanne-Livingston

SUSANNE LIVINGSTON

Owner, EVP Sales and Marketing

RWM Home Loans

Speaking in: San Diego

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Joe Welu

Founder & CEO

Total Expert

Speaking in: All cities

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Brian Walerius

Chief Technology Officer

Total Expert

Speaking in: All cities

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Sue Woodard

Chief Customer Officer

Total Expert

Speaking in: All cities

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Jeff Walton

President

Total Expert

Speaking in: All cities

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!