2025 AGENDA

Monday - September 29, 2025

    5:00pm – 7:00pm 2 Hrs
  • Welcome Party

    5:00pm – 7:00pm

Tuesday - September 30, 2025

    8:30am – 9:30am 1 Hr
  • Breakfast

    8:30am – 9:30am
  • 9:10am – 9:15am 5 mins
  • Welcoming Remarks

    9:10am – 9:15am
  • 9:15am – 10:00am 45 mins
  • Opening Keynote

    9:15am – 10:00am
  • 10:00am – 10:45am 45 mins
  • Exhibit Hall Opens + Morning Networking Break

    10:00am – 10:45am
  • 10:30am – 11:10am 40 mins
  • Benchmarking, Test Driving and Optimizing Your Platform for Peak Performance

    10:30am – 11:10am

    This session dives into optimizing your entire lead cycle, from benchmarking current performance to rigorously test-driving new platforms and strategies.  If you're looking for actionable tactics for effective campaign planning and how to put it all together for maximum conversion, you won't want to miss this panel.

    • Establishing Clear Benchmarks: Learn methods for accurately measuring your current lead generation performance.
    • Strategic Test-Driving: Discover methodologies for effectively evaluating new platforms and strategies.
    • Integrated Campaign Planning: Gain insights on aligning testing results for optimized, cohesive campaigns.
  • Data-Driven Affiliate Lead Gen: Leveraging Analytics for Optimal Performance

    10:30am – 11:10am

    Make informed decisions and maximize the performance of your affiliate lead generation campaigns through the power of data analytics. This session will cover key metrics to track, tools for effective data analysis, strategies for identifying top-performing affiliates and campaigns, and techniques for using data insights to continuously optimize your affiliate program for increased lead quality and conversion rates.

    • Identify the crucial data points and KPIs to track to effectively measure and analyze the performance of your affiliate lead generation efforts.
    • Learn how to utilize various analytics tools and techniques to gain actionable insights into affiliate performance, identify trends, and pinpoint areas for optimization.
    • Understand how to leverage data-driven insights to identify and reward top-performing affiliates, refine campaign strategies, and continuously improve lead quality and conversion rates.
  • 11:20am – 12:00pm 40 mins
  • Beyond Metrics: Turning Data Insights into Actionable Leads

    11:20am – 12:00pm

    While we're swimming in data in 2025, drawing real insights from all of this information remains a challenge.  This session focuses on transforming raw lead generation data into actionable intelligence.  Learn how to identify patterns, predict trends, and translate analytics into concrete strategies that optimize your campaigns and boost conversion rates.  Takeaways:

    • Master techniques for extracting meaningful insights from complex lead data.
    • Learn to identify hidden opportunities and potential bottlenecks in your funnel.
    • Develop a framework for translating data insights directly into campaign adjustments.
  • BPO Partnerships for Lead Generation Acceleration: Scaling Your Contact Center Capabilities

    Contact Center Excellence Lab
    11:20am – 12:00pm

    Explore the strategic advantages of partnering with Business Process Outsourcing (BPO) providers to rapidly scale your contact center's lead generation capabilities. This session will cover identifying the right BPO partners, establishing clear performance metrics and SLAs, effectively integrating BPO teams with your in-house operations, and ensuring seamless data flow and brand consistency for accelerated growth.

    • Understand the key considerations when selecting and onboarding a BPO partner to augment your contact center's lead generation efforts.
    • Learn how to define clear performance metrics (KPIs) and Service Level Agreements (SLAs) to ensure BPO partners deliver on lead generation targets.
    • Discover strategies for effectively integrating BPO teams with your internal contact center operations, maintaining brand consistency, and ensuring seamless data exchange.
  • 12:00pm – 1:15pm 1 Hr, 15 mins
  • Lunch

    12:00pm – 1:15pm
  • 12:15pm – 1:05pm 50 mins
  • Lunch + Learn Sessions

    12:15pm – 1:05pm
    Deluxe
  • 1:15pm – 1:55pm 40 mins
  • How to Maximize Your Social Media Lead Gen as a Channel

    1:15pm – 1:55pm

    Discover how emotional storytelling humanizes performance marketing and learn to craft compelling brand narratives that build trust, warm connections, and ultimately drive higher-quality leads and conversions.

    • Craft authentic brand stories that resonate emotionally with target audiences.
    • Learn how storytelling builds trust and connection in sensitive industries.
    • Understand how humanized content fuels higher-quality lead engagement.
  • Scaling Smart: Doubling Your Lead Funnel, Tripling Your ROI

    1:15pm – 1:55pm

    Learn how to scale your lead generation efforts intelligently, not just expansively.  This session focuses on strategies for optimizing existing processes, leveraging technology, and making data-driven decisions to double your lead funnel capacity while achieving 3x on investment.

    • Identify bottlenecks in your current lead generation scaling efforts.
    • Learn strategies for optimizing conversion rates at scale.
    • Discover how to achieve disproportionate ROI from increased lead volume.
  • 2:05pm – 2:45pm 40 mins
  • Decoding Your Funnel: Real-Time Lead Analytics

    2:05pm – 2:45pm

    Uncover the secrets in your lead data to optimize performance instantly. This session reveals how to leverage real-time analytics for immediate insights, allowing you to pivot strategies, identify hidden opportunities, and maximize conversion rates across all your campaigns.

    • Implement tools for real-time lead performance monitoring.
    • Discover methods to quickly identify lead generation bottlenecks.
    • Learn to make agile, data-driven adjustments to live campaigns.
  • Lifecycle Marketing: Guiding Leads to Lifetime Value

    2:05pm – 2:45pm

    Extend your focus beyond initial conversion to cultivate long-term customer relationships and maximize lifetime value. This session provides a framework for developing comprehensive lifecycle marketing strategies that engage, retain, and nurture leads into repeat business and advocates.

    • Understand how to map and optimize the full customer lifecycle.
    • Learn strategies for effective post-conversion engagement and retention.
    • Discover how to turn satisfied customers into powerful brand advocates.
  • 2:45pm – 3:30pm 45 mins
  • Networking Break in the Exhibit Hall

    2:45pm – 3:30pm
  • 3:25pm – 4:05pm 40 mins
  • Optimizing the Lead Funnel: Freeway Insurance's Strategy for Digital Lead Distribution

    3:25pm – 4:05pm

    In this session, Joshua Marder will share some insights around Freeway Insurance's proven multi-step process for activating and distributing digital leads.  Learn how this established leader efficiently routes high-quality leads, whether from aggregators or their own robust SEO/SEM efforts, directly to agents.  This session will provide practical insights into building a seamless and highly effective lead-to-agent pipeline for maximum conversion.

    • Understand a practical, multi-step process for digital lead activation.
    • Learn strategies for effectively distributing leads from diverse sources to agents.
    • Discover how to optimize the lead-to-agent handoff for increased conversion.
  • Fraud Prevention: Safeguarding Your Lead Quality

    3:25pm – 4:05pm

    It's critical, yet often overlooked step: You need to protect your lead generation investments from fraudulent activity. This session explores common types of lead fraud, advanced detection techniques, and proactive prevention strategies to ensure you're acquiring legitimate, high-quality prospects and maximizing your marketing spend.

    • Identify common types of lead fraud and their impact on ROI.
    • Learn advanced techniques for detecting fraudulent lead activity.
    • Implement proactive measures to prevent fraud and ensure lead quality.
  • 4:00pm – 5:00pm 1 Hr
  • Happy Hour

    4:00pm – 5:00pm

Wednesday - October 1, 2025

    8:30am – 9:30am 1 Hr
  • Continental Breakfast

    8:30am – 9:30am
  • 9:00am – 10:00am 1 Hr
  • Power Hour: AI's Untapped Edge - 5 Lead Gen Game Changers for 2027

    AI Toolkit
    9:00am – 10:00am

    This forward-thinking panel uncovers five cutting-edge AI applications for lead generation poised to explode by 2027, moving beyond today's common uses. Discover the next wave of intelligent tools that will redefine how you find, qualify, and convert prospects.

    • Identify Emerging AI Applications: Learn about five specific, underutilized AI technologies for lead gen.
    • Understand 2027 Implementation: Gain insights into the practical application and impact of these tools.
    • Strategic Early Adoption: Discover how to position your strategy to leverage these future AI advancements.
  • Power Hour: AI Unleashed - Practical Applications to Boost Growth and Realize Revenue Targets

    AI Toolkit
    9:00am – 10:00am

    Are you looking for clarity around how you can use AI right now for tangible performance marketing gains? This session cuts through the hype, revealing concrete applications you can implement today and showcasing the near-future potential of cutting-edge AI technologies to optimize campaigns and drive superior results.

    • Implementable Gen AI Tactics: Learn practical ways to leverage Gen AI for content, creative, and more.
    • Emerging AI for Performance: Discover promising new AI technologies and their near-term impact.
    • Actionable Integration Strategies: Understand how to practically apply these AI advancements to boost ROI.
  • 10:00am – 10:45am 45 mins
  • Expo Hall Opens & Networking Break

    10:00am – 10:45am
  • 10:30am – 12:00pm 1 Hr, 30 mins
  • Affiliate + Influencer Workshop Part I:

    10:30am – 12:00pm
  • Customer Contact Workshop: Part I

    10:30am – 12:00pm
  • Vendor Accountability + Interoperability Workshop (Part I)

    10:30am – 12:00pm

    If you're tired of vendor silos and unclear responsibilities between your partners, please take note!  This two-part workshop equips you with strategies to demand accountability and build seamless interoperability across your lead gen and performance marketing partners.  This is a terrific opportunity to learn how to optimize collaborations for maximum ROI and streamlined workflows.

    Part 1: Accountability

    • Define Clear Expectations: Learn how to establish measurable KPIs and contractual obligations with vendors.
    • Implement Tracking & Reporting: Discover best practices for monitoring vendor performance and identifying issues.
    • Foster Collaborative Communication: Develop strategies for effective feedback loops and problem resolution.

    Part 2: Interoperability:

    • Map Your Tech Stack: Understand integration points and identify opportunities for seamless data flow.
    • Demand Platform Compatibility: Learn key questions to ask vendors about API access and integration capabilities.
    • Build Unified Workflows: Discover strategies for creating streamlined processes across multiple vendor platforms.
  • 12:00pm – 1:00pm 1 Hr
  • Lunch

    12:00pm – 1:00pm
  • 12:45pm – 2:00pm 1 Hr, 15 mins
  • Affiliate + Influencer Workshop Part II:

    12:45pm – 2:00pm
  • Customer Contact Workshop: Part II

    12:45pm – 2:00pm
  • Vendor Accountability + Interoperability Workshop (Part II)

    12:45pm – 2:00pm
  • 2:00pm
  • End of 2025 Program

    2:00pm
  • 2:30pm – 3:00pm 30 mins
  • Personalization at Scale: Leveraging Data for Hyper-Relevant Contact Center Lead Engagement

    Contact Center Excellence Lab
    2:30pm – 3:00pm

    Generic outreach is no longer effective. This session will delve into how to leverage customer data and analytics to create highly personalized interactions within the contact center for lead generation. Discover strategies for segmenting audiences, tailoring messaging, anticipating needs, and building stronger relationships that lead to increased conversions and customer loyalty.

    • Learn how to effectively collect, analyze, and segment customer data to enable hyper-personalized lead engagement within the contact center.
    • Discover strategies for tailoring communication and offers based on individual customer profiles and behaviors to increase relevance and impact.
    • Understand how personalized interactions can build stronger customer relationships, improve conversion rates, and foster long-term loyalty.
  • 3:30pm – 4:10pm 40 mins
  • Future-Proofing Your Contact Center: Emerging Trends in Lead Generation and Customer Engagement

    Contact Center Excellence Lab
    3:30pm – 4:10pm

    Stay ahead of the curve by exploring emerging trends and technologies that will shape the future of lead generation and customer engagement within the contact center. This session will delve into the potential of Web3, metaverse interactions, advanced AI applications, and evolving communication channels, providing insights to prepare your contact center for the next wave of lead generation innovation.

    • Gain insights into emerging technologies and trends, such as Web3 and advanced AI, and their potential impact on contact center lead generation strategies.
    • Understand how evolving communication channels and customer expectations will necessitate adaptations in contact center engagement models.
    • Develop a forward-thinking approach to future-proof your contact center and capitalize on new opportunities for lead generation and enhanced customer relationships.

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