Moderator:  Mortgage Industry Focus: How Will the Shift in Originations Impact LeadGen?

Will Adams is the Senior Vice President and Head of Sales at LendingTree. Will has 24 years of mortgage experience and has spent the majority of his career in sales and fulfillment leadership. He specializes in origination strategy and lead conversion.

Moderator:  Mortgage Industry Focus: How Will the Shift in Originations Impact LeadGen?

Jim Albertelli is a real estate technology visionary with a proven track record of execution. He is the CEO of Voxtur Analytics Corp., a technology company creating a more transparent and accessible real estate lending ecosystem. The Company serves the property lending and property tax sectors, both public and private, in North America.

With over 25 years of experience in the real estate and technology sectors, Jim has developed multiple technology platforms that support real estate investors and servicers. He created and licensed the first eBay-style website for distressed assets and was sold to REDC (now known as Auction.com). To further support the needs of his institutional clients, Jim created and built a national title, escrow, and closing company. Finally, Jim developed multiple technology platforms that support real estate investors and servicers.

Jim is also the founder of ALAW, a leading legal services provider to the financial services and mortgage banking industries. He has developed a strategic vision for the firm addressing clients' technological and legal needs.

Jim is a member of the Florida Bar, the State Bar of Georgia, and the United States Supreme Court Bar and serves on the Board of Advisors for Emory University School of Transactional Law.

Moderator:  What We All Need to Know About LeadGen Compliance For the Next 12 Months
Moderator:  Workshop II: Prepping Your LeadGen Efforts for Regulatory & Compliance Changes

Sharp and direct, Puja J. Amin is corporate counsel overseeing marketing compliance and litigation defense for one of the nation’s most highly-regarded mortgage originators. Before joining her current company she was a critical member of one of the most sophisticated and knowledgeable consumer class action defense teams in the nation. She has experience defending some of the nation’s largest and most influential financial institutions in consumer privacy litigation matters, particularly those arising under the Telephone Consumer Protection Action.

Moderator:  Consumer Mortgage Shopping: Looking Back to Determine What Will Change in 2023

Aru Anavekar is the founder and CEO of Botsplash, a digital messaging platform. Aru founded Botsplash with the goal to connect lenders (businesses) with their customers in a meaningful omnichannel conversation platform across multiple digital channels. Botsplash helps businesses adopt a 2-way messaging strategy with the right balance of live chat and automation engagements. Aru has rich experience helping companies advance and grow by providing expert guidance to develop scalable and agile platforms that have driven digital companies to unicorn status and beyond. Prior to starting Botsplash, Aru worked at LendingTree where she held roles in Technology/Engineering and Product Management.

Moderator:  The Questions You Should Be Asking Your Dialer Manager to Boost Profits

Anomaly Squared is a contact center services provider with 400+ Domestic Agents Nationwide. We optimize internet & traditional marketing plans using both inbound & outbound strategies.
Employee Development, Business Strategy, Lead Management, and Automation are my true passions. Being the President of Anomaly Squared, I have the unique opportunity to pursue those passions every day. This focus allows us to accomplish our number one goal, which is to become a valuable extension of every partner.

Moderator:  Launch, Grow, & Scale: The Lifecycle Roadmap for Building a Successful Performan

Moderator:  Mortgage Industry Focus: How Will the Shift in Originations Impact LeadGen?

Moderator:  AI & Machine Learning: What Tech is Really Making a Difference in LeadGen?

Moderator:  Tapping Into Empathy To Drive LTV: How A Diverse Workforce Can Enhance ROI

With nearly 25 years of marketing and advertising experience, Kathy Bryan is a trusted and effective strategic marketing communications leader.In 2020, Kathy co-founded Women of Martech, a professional organization created to increase the recognition of the power of women in the martech industry, in which she currently serves as president. As the Chief Marketing Officer at Digital Media Solutions (DMS), Kathy takes the lead on all aspects of corporate marketing and communications for DMS and its brands, including DMS Insights, an approved Google News publication. As CMO, Kathy effectively transformed the marketing department to become the fuel igniting the DMS brand, and she pioneered the creation of a formal digital content strategy. Under her leadership, Kathy and her team have successfully reduced marketing expenses while scaling results.

Moderator:  Lunch & Learn: Now, It’s Personal - The Future of Consumer Identity Management

With 20 years of experience in product management, product design, and software/database development, Brian leads Infutor’s Product Development team with a focus on building and supporting identity resolution, data activation, and analytics solutions. Prior to joining Infutor, Brian was Director of Development for LSSiDATA. Brian has a degree in electrical engineering from North Carolina State University.

Moderator:  Case Study: Is Email Performance Marketing The Right Choice?

With over 15 years of industry experience and 9 of those with Madrivo, Ninfa Cabello is an expert at acquiring and retaining new brands and strategic partnerships. As a member of the Madrivo executive team, she is responsible for a powerhouse team of 8 business development leaders, several strategic goals for business growth, and maintaining Madrivo's competitive advantage in the affiliate marketing space. She has a B.S in Business Administration and International Marketing and enjoys serving others through various volunteer initiatives.

Moderator:  Workshop II: Prepping Your LeadGen Efforts for Regulatory & Compliance Changes
Moderator:  Becoming Accessible: Implementing Accessibility Compliance Without Sacrificing W

Angela Cherrill has been with Suited Connector for the last 6 years as the Director of Compliance. Angela has 16 years of compliance experience and her focus is on automating complex regulations and law into the digital marketing process with extensive knowledge of Consumer Privacy Laws,TCPA, TSR,CAN-SPAM and Advertising Laws.

Suited Connector is a one-of-a-kind data solutions and marketing technology platform that fuels new customer growth and customer retention across all financial services, home services, and insurance verticals.

Moderator:  Lunch & Learn: Innovative Strategies and Solutions for Outbound Dialing Success

Moderator:  Workshop II: Prepping Your LeadGen Efforts for Regulatory & Compliance Changes

Moderator:  Compliance and Omni-Channel Marketing Strategies for Growing Brands

Bastian Cowsert is currently a Performance Marketing Leader for Lixil Home Services/American Standard. An experienced lead buyer, Bastian combines his expertise with lead management software and passion for efficient negotiations to cultivate exceptional vendor relationships and strong ROI performance. Prior to joining Lixil Home Services/American Standard, he worked in various industries such as mortgage, consumer products, and seminars. Bastian currently serves as a Warrant Officer in the U.S Army Reserves and resides in Portland, Oregon with his wife, two kids, a German Shepard, and a potbellied pig named Kitty.

Moderator:  Compliance and Omni-Channel Marketing Strategies for Growing Brands

Arvell Craig is the Director of Compliance Services of the Consulting Division at Contact Center Compliance. With over 20 years of marketing, consulting and business expertise, he helps businesses with marketing compliance, risk mitigation, while maximizing opportunities for growth.

Moderator:  The Home Services Landscape Reboot: What’s Changed and What to Expect in 2023

Matt is the Director of Affiliate Partnerships & Business Development at ADT, the country’s largest home security and automation provider. Matt is responsible for partnership-based customer acquisition including business development, optimization, and partner management. These programs for ADT include Residential Security and partnerships with Google, Health/Med Alert, DIY Security, and Small Business security.
Matt is passionate about customer acquisition and building strong partner relationships. Originally from the Northeast, Matt now lives in suburban Denver. He has 25 years of experience in the home services industry working for both ADT and DISH managing partner acquisition channels and teams.

Moderator:  Mortgage Industry Focus: How Will the Shift in Originations Impact LeadGen?

Moderator:  How is Lead Fraud Performed and How Does it Create TCPA Violations?

Daniel Delnero specializes in representing companies facing high-stakes consumer class action litigation, with a particular emphasis on consumer financial services matters. He has successfully represented clients in large, complex matters, including the Telephone Consumer Protection Act (TCPA), Fair Debt Collection Practices Act (FDCPA), mergers and acquisitions litigation, First Amendment litigation, libel and defamation, contract disputes and business torts. Daniel also routinely represents companies and individuals facing intrusive governmental investigations, including investigations brought by the Consumer Financial Protection Bureau (CFPB), the Federal Communications Commission (FCC), the Department of Justice (DOJ) and State Attorneys General. He has enjoyed particular success in obtaining confidential close and no-action letters on behalf of clients facing federal investigations.

Moderator:  Identifying Best Practices for Growing Your Customer Base in the New Paradigm

Tom Dempsey is the Senior Vice President of Business Development responsible for leading the growth and success of all specialty channels at Rocket Mortgage. These channels include Strategic Partnerships, Corporate Relocation and Employee Affinity Relationships.

Tom continues to innovate and execute on new strategic partnerships and approaches each new opportunity with passion and excitement that is contagious to those around him. He is a devoted mentor and challenges people to achieve greatness through leading by example and an unsurpassed dedication to the success of the businesses.

Tom has been involved in the mortgage business since 1999. A portion of his experience includes collaborating internally on processes, technologies and systems that enhance the mortgage experience. He is an active member in the Mortgage Bankers Association (MBA) and holds both his Senior Certified Relocation Professional (SCRP) and Senior Global Mobility Specialist (SGMS-T) designations from Worldwide ERC. Tom regularly shares his insights on the mortgage industry through various panels, webinars and regional speaking engagements. Tom is a graduate of Michigan State University and currently resides in Metro-Detroit with his wife Christie and son Tyler.

Moderator:  Tapping Into Empathy To Drive LTV: How A Diverse Workforce Can Enhance ROI

Combining more than 20 years of online marketing experience with an analytics-driven mind, Tina Dixon has earned the title of “internet marketing guru” by many. Her endless curiosity to find the latest technological advancements in the online marketing space has served her well throughout the evolution of her career. Tina’s passion for online marketing was instantaneous after starting her first professional role. Discovering the power of SEO and the satisfaction of surpassing ROI goals, Tina was hooked. She would spend several years soaking up the knowledge and experience around her, building her portfolio of success and becoming a seasoned search marketing professional.

Tina held a number of leadership roles in the online and affiliate marketing industries, where her accomplishments ranged from building a standout landing page based lead generation system to breaking all-time sales records in her respective division. In 2016, Tina embarked on her own business venture, founding Dixon Digital Marketing, followed by a joint business venture in 2020 through the creation of pay-per-call agency Ringlab Media, where she currently serves as Chief Operating Officer and has established a reputation for consistently and effectively deploying top-level campaign strategies.

Like so many, Tina’s path to success was not always a seamless ride, instilling in her a deep-rooted desire to help, mentor and advocate for others like herself. An active member of several survivor communities and a dedicated Survivor Advocate, Tina’s passion and natural ability to help others is reflected in the countless lives she has and will continue to impact – both in her business and personal relationships.

Moderator:  An Inconvenient Truth About Auto/Home Insurance Monetization

Marty Ellingsworth serves as Executive Managing Director, P&C Insurance Intelligence Group at J.D. Power. Marty is a leader in creating value from data and digital assets with advanced analytics. He is a strong advocate for customer centricity and
has created innovation within and between almost every link in the P&C insurance value chain in both commercial and personal lines. His longstanding accomplishments include productizing deep industry knowledge in risk assessment and rating as well as creating many valuable innovations especially in personal auto risk selection, rating, fraud detection, claims, subrogation, and customer experience.
Prior to joining J.D. Power, he served as a thought leader in data, AI, and cloud at Celent an advisory firm where he focused on insurance (Celent is a part of OliverWyman and Marsh & McLennan). For the last two decades in his insurance career, he also held leadership roles in analytics with USAA, Verisk, and Allianz (Fireman’s Fund), as well as a VC-backed insurtech
pioneering text analytics and predictive modeling products. Prior to P&C insurance, he led analytics and network products in healthcare, and served as a scientific analyst while an officer in the United States Air Force. Marty has a Bachelor of Science in operations research from the United States Air Force Academy and a Master of Science degree in operations research from the Air Force Institute of Technology.

Moderator:  AI & Machine Learning: What Tech is Really Making a Difference in LeadGen?

Ethan Ewing is the CEO of ProPair, a San Francisco Bay Area technology company that developed the ProPair DECISIONS platform, a machine learning tool to optimize lead management decisions. Prior to founding ProPair in 2016, Ethan built and managed two successful mortgage lead generation businesses. ProPair’s mission is to apply machine learning technologies to optimize the entire lead conversion lifecycle. At ProPair, Ethan is responsible for developing and delivering successful client engagements.

Ethan brings a deep understanding of the dynamics of successful lead performance to the LeadsCon audience. Ethan has previously spoken at LeadsCon, Lead Generation World, Reverse Mortgage Conference, and SoftVu Summit.

Moderator:  AI & Machine Learning: What Tech is Really Making a Difference in LeadGen?

Moderator:  Lunch & Learn: Now, It’s Personal - The Future of Consumer Identity Management

Tim is a seasoned marketing strategist with expertise in product marketing, content creation and sales training. He is currently in charge of Infutor's Product Marketing strategy and execution. Over the years, Tim has worked as CMO at Allant Group and led Product Marketing at TransUnion. Based out of Chicago he can be found reminiscing about his time at the University of Dayton where he earned his BA in Marketing and is currently an Adjunct Instructor in their MBA program.

Moderator:  Why You Should Stop Caring About LeadGen Tech, And What To Look For Instead

Brad Fitzgerald is an insurance technology visionary with a proven track record of execution and value. He is the CEO of GrowthSurance, a technology insurance accelerator that facilitates the creation of a more transparent and accessible insurance lead generation market.
With over 11 years of experience in technology primarily in regards to insurance, marketing, and software development, Brad has formulated multiple technology systems that include complex three-sided platforms and has coined the term B2L "Business-To-Lead".
Brad is also the founder of On Demand Leads, the world's first stock market-style platform for the insurance lead generation market. On Demand Leads, a leader in lead generation, allows insurance agents to create campaigns, bid for leads, and transfer money throughout the proprietary ODL system.
Brad is also on the Board of Advisors for Orlando World Live and the Alta Project that has an initiative with the goal of providing job training, housing security and employment to the most vulnerable in Orlando, Florida.

Moderator:  The Home Services Landscape Reboot: What’s Changed and What to Expect in 2023

Kevin is the Vice President of Business Development at EverCommerce, a private-equity backed portfolio technology company providing best-in-class service commerce solutions to SMBs in the Home & Field Services, Health Services, and Fitness & Wellness industries. As VP of Business Development, Kevin is responsible for growing revenues across the entire EverCommerce ecosystem through strategic partnerships with industry-leading national brands.

Kevin is passionate about B2B relationship building and loves working in dynamic, fast-paced environments, creating win/win partnerships with forward-thinking business leaders. He has 25 years of experience in the home services industry working for manufacturers, owning his own successful distribution center, and for the last five years managing growth for large companies in the technology industry.

Moderator:  The Questions You Should Be Asking Your Dialer Manager to Boost Profits

Nima Hakimi has been active in the lead gen industry since he co-founded Convoso in 2006. Today, he is leading the continued growth of Convoso by persistently focusing on customer success, one of the core values he established to guide the company. As a member of LeadsCouncil’s Board of Directors, Nima is committed to helping call centers in the lead generation ecosystem be compliant as well as profitable.

Moderator:  The 10 Best Customer Behavior Triggers You’ve Never Heard Of

Nancy Harhut is passionate about the impact behavioral science can have on marketing. A BostInno "50 on Fire" winner, Online Marketing Institute Top 40 Digital Strategist, and Social Top 50 email marketing leader, she has creative directed integrated campaigns for B2B clients large and small. Harhut is known for her interesting and actionable insights that focus on the impact of behavioral science on marketing. A top-ranked speaker, she's wowed audiences from the US Department of Defense to Moscow marketers to SXSW attendees. Follow her on twitter at @nharhut or email her at nharhut@me.com.

Moderator:  How is Lead Fraud Performed and How Does it Create TCPA Violations?

Koby Hastings is the Founder & CEO of Leadrilla, a self-serve lead generation platform for individual sales agents. The platform allows agents to design, launch, and manage their own campaigns for real-time leads and calls. Koby started his entrepreneurial career with his first business building web applications at 16 years old in Louisville, KY. After earning his Computer Science degree at Eastern Kentucky University in 2015, Koby became highly involved in the blockchain tech industry working as the lead engineer for a well funded startup. In 2017, Koby started a blockchain development firm serving several large banks and corporates in the US, Asia, and Europe. In 2018, Koby and his team realized that individual sales agents did not have access to the performance marketing industry like a large carrier or agency had, so they began building Leadrilla with the goal of bringing the entire industry to the fingertips of agents in a simple and easy to use platform. Leadrilla is headquartered in Lexington, KY and services over 15,000 agents (Life Insurance and Medicare) throughout the US. In Koby's free time, he enjoys playing golf when he can, and hanging out with his wife (Shelby) and two daughters (River & Harlie).

Moderator:  Tapping Into Empathy To Drive LTV: How A Diverse Workforce Can Enhance ROI

A results-driven marketing leader, Gaby Henriquez has a knack for consistently achieving exceptional performance, a proven track record of successfully developing high-performing media campaigns and the expertise to create and lead motivated, winning teams. Gaby’s passion for digital marketing and analytics is the foundation of the success she has experienced throughout her career, surpassing revenue goals for companies like Visa and Aprende Institute through her integrated marketing strategies on both organic and paid social channels. As VP of Media Strategy for Digital Media Solutions (DMS), Gaby deploys marketing dollars for DMS and its advertiser clients across media channels, creating exceptional customer journeys to increase conversion rates and deliver reliable ROI. When Gaby isn’t brainstorming her next media strategy, she is helping women excel as business leaders in her role as an advisor for the Business Women in Leadership Program at Florida International University.

Moderator:  How MarTech Can Improve the Customer Experience

Richard Hill is Chief Marketing Officer at DEFENDERS. Richard is responsible for delivering marketing strategies and initiatives that grow core and emerging direct marketing channels. Previously Richard served 11 years at Tribune Company creating one of the fastest-growing direct response agencies. He also served in executive roles in the brand advertising and publishing industries. Mr. Hill is active in the non-profit community serving on the Make-A-Wish Board of Directors, as well as supporting The Gladney Center for Adoption.

Moderator:  Unlocking the B2C Powers of LinkedIn To Find Your Ideal Customers

Prior to David joining Kennected as Chief Revenue Officer his background included experience as a proven six-figure commissioned salesman, four years of Active Duty in the Air Force working in psychology, building two thriving companies that are valued in the millions, and leading sales technology conversations across the country as a Sandler Trainer.

His relentless focus has been increasing energy, improving sales systems and training, and enabling effective accountability. Since joining Kennected in December 2020 David has helped increase revenue by over 200% and has grown the sales force from 30 to 40 of the most talented salespeople in the country. This rapid growth has placed Kennected at #583 on the Inc 5000 list of the fastest-growing privately-owned companies in America.

At Kennected, David and his team have modernized sales and prospecting. Old-school outreach efforts just don’t cut it anymore in competitive environments. Kennected has led the industry in creating the first truly top-of-funnel solution to help save time and simplify opportunity for thousands of businesses all over the world, and they're just getting started!

Moderator:  An Inconvenient Truth About Auto/Home Insurance Monetization

Erik Josowitz is the Senior Vice President of Technology & Strategy at AWL, responsible for technology development, product strategy, online operations and business intelligence. With its insurance Quotes brand, Medicare Genius and AWL Insurance agencies the company is the premier customer acquisition marketing company focused on the U.S. insurance industry. Prior to joining AWL in 2008 he held senior Marketing positions at public and private technology companies. He holds an Architecture degree from the University of Texas at Austin. Erik is also the President Emeritus of Consumer Consent (formerly LeadsCouncil), an association of performance marketing publishers, advertisers and technology providers focused on promoting and protecting the performance marketing industry that is part of the Professional Association for Customer Engagement (PACE).

Moderator:  How is Lead Fraud Performed and How Does it Create TCPA Violations?

Co-Founder and CEO of Anura, proud father of four, and serial entrepreneur Rich Kahn is a dedicated professional with decades of experience in digital marketing. He started Anura, an ad fraud solution designed to improve campaign performance by accurately exposing bots, malware, and human fraud. His track record of success includes operating a business that made the Inc. 5000 list for five years in a row, achieving an Ernst & Young Entrepreneur of the Year award for technology, and operating one of the fastest-growing advertising & marketing companies in the U.S.

Moderator:  The Home Services Landscape Reboot: What’s Changed and What to Expect in 2023

Moderator:  Why You Should Stop Caring About LeadGen Tech, And What To Look For Instead

Matthew Kozlowski has 15 years of experience in the insurance industry and mergers and acquisitions. Matthew’s strengths are in business development and first position out of college was with Norvax/Prose. He has been at the forefront of utilizing technology to create efficiencies in all industry sectors he has been involved in. He has also developed and used software to manage digital marketing campaigns for multiple inbound and outbound call centers (auto, home, health, and working on niche commercial) to be able to review metrics and KPIs important to the industry. He has managed a multimillion dollar marketing budget and has used most of the top vendors in the insurance vertical (AWL, Everquote, Datalot, Smartquote, etc.)

Moderator:  How to Source the Right Paid Leads For Your Organization

Jason Lally is a seasoned sales professional and team leader who has focused the past decade of his career on accelerating mass adoption of clean, renewable energy technologies. Most recently, as senior director of inside, outside, and third-party sales for Swell Energy, Lally directed sales strategy and teams in launching a smart-grid solar-plus-storage solution in collaboration with local utility companies in southern California. Prior to that, as head of sales for Crius Solar, Lally led inside and outside sales of systems combining solar, thermostats and engagement reporting; notably running a sales center that increased productivity by over 60 percent under his management. Before that, Lally spent five years at Tesla/SolarCity, where he rose from home energy consultant to regional sales director.

Moderator:  Achieving Compliance in the Rapidly Evolving Higher Education Regulatory Landsca

With 23 years of marketing experience and nearly six years in education, Jon Lewis currently serves as Vice President of Brand & Content Strategy where he leads a performance-driven internal advertising agency at Universal Technical Institute. Prior to his current position he served in a variety of roles for both in-house teams and advertising agencies. His clients have included Time Warner Cable, The Goodyear Tire & Rubber Company, GORE-TEX® fabric, Honeywell Aerospace, and many others. Lewis is also a published author with nine novels.

Moderator:  Launch, Grow, & Scale: The Lifecycle Roadmap for Building a Successful Performan

Moderator:  Launch, Grow, & Scale: The Lifecycle Roadmap for Building a Successful Performan

Moderator:  Reimagining the Call Experience by Establishing Your Brand’s Credibility

Moderator:  An Inconvenient Truth About Auto/Home Insurance Monetization

Moderator:  Becoming Accessible: Implementing Accessibility Compliance Without Sacrificing W
Moderator:  Tapping Into Empathy To Drive LTV: How A Diverse Workforce Can Enhance ROI

Jason is the Founder of Perspective Tester. Perspective Tester is a provider of accessibility compliance solutions. Our team of experts helps companies navigate state, federal, and international accessibility requirements.

Moderator:  Welcome & Opening Remarks
Moderator:  Identifying Best Practices for Growing Your Customer Base in the New Paradigm

Ian McRae is the Director of Content for LeadsCon at Access Intelligence, a multi-million dollar, leading worldwide information and marketing company that provides unparalleled business intelligence and integrated marketing solutions to nearly a dozen key global market sectors. Ian has over 16 years of experience putting together engaging content and speaking faculties for dynamic industry-leading events spanning marketing, ecommerce, and financial services. Ian holds a BA in Journalism from the State University of New York at Oswego.

Moderator:  Lunch & Learn: Amplify Customer Acquisition With a New Perspective on Marketing

Moderator:  Mortgage Industry Focus: How Will the Shift in Originations Impact LeadGen?

Grant Moon is founder and former CEO of Home Captain, a real estate technology disruptor combining bank, lender, and Realtor services into a one-stop shop for consumer home buying, selling, and financing. Home Captain’s digital ecosystem powers an intelligent and informed journey for homebuyers and sellers, and drastically increases customer retention and conversion for banks, lenders, and Realtors.

Moderator:  What We All Need to Know About LeadGen Compliance For the Next 12 Months

With almost thirty years’ experience in sales and marketing, Scott has held executive management positions at top IP communications companies including Dash911, Vitelity, Onvoy, Inteliquent, and now teli by Commio. In 2011, Scott was named one of Colorado Business Magazine’s most powerful salespeople and is a regular speaker at major national telecom events. Scott holds a B.A. in Meteorology from the University of Northern Colorado. Scott primarily enjoys spending time with his family in Colorado but also enjoys skiing, snowboarding, racing motorcycles, and astronomy.

Moderator:  Tapping Into Empathy To Drive LTV: How A Diverse Workforce Can Enhance ROI

Michelle Ngome is an award-winning inclusive marketing consultant. As the founder of Line 25 Consulting, she trains and consults with organizations on how to create diverse and inclusive marketing strategies. Michelle has presented to dozens of organizations such as AIG, Capital One, RevGenius, Product.Led Marketing, and the YMCA.

In 2019, she founded the African-American Marketing Association, creating a platform that empowers Black marketers all over the United States. Michelle is the recipient of the Courageous Marketing Leader Award and the Diversity in Business by the Houston Business Journal. She is a member of Forbes The Culture, National Diversity Council, and the National Black MBA Association. Michelle has participated in leadership programs such as Leadership Houston Class XXXIX and the Houston Black Leadership Institute Class II.
Michelle has completed DEI programs at Cornell University and the University of South Florida. In addition to becoming a Certified Diversity Sourcing Professional.
Michelle has written white papers on The 6 Methods For Your Organization to Become Inclusive and The Language of Inclusion Guide. She hosts the podcast Marketing For The Culture and her work has been featured in The Wall Street Journal, Forbes, Entrepreneur, and USA Today.

Moderator:  How MarTech Can Improve the Customer Experience

Moderator:  How MarTech Can Improve the Customer Experience

Bas Offers, COO and Co-Founder of PX, is an online media entrepreneur at the forefront of customer acquisition technology and data driven digital marketing. With over 15 years of experience in developing global direct and marketing campaigns and strategies, he is a specialist in high scale performance-based marketing.

Originally from Amsterdam, the Netherlands, Bas moved to New York in 2007 to manage the marketing department at 2waytraffic mobile USA where he was responsible for devising online and mobile marketing strategies.

In 2010, Bas co-founded PX, together with Frans van Hulle, with the idea to develop a revolutionary customer acquisition platform that automates and optimizes performance-based marketing processes, creates overall higher lead quality, and improves efficiency.

Moderator:  Consumer Mortgage Shopping: Looking Back to Determine What Will Change in 2023

Bryan began his mortgage career in 1998 with First Residential Mortgage where he served in multiple roles during his tenure, including Loan Officer, Branch Manager, Regional Manager, VP of Sales and Director of Operations. From Louisville, Kentucky, he opened remote branches in Nashville and Tampa before joining loanDepot in Scottsdale, Arizona, in 2015. As the SVP of Production, he oversaw sales and operations departments in multiple branches. Four years later, he joined AmeriSave Mortgage Corporation as Executive Vice President, and still resides in Scottsdale with his wife April and his daughter Ashby.

Moderator:  Achieving Compliance in the Rapidly Evolving Higher Education Regulatory Landsca

A marketing and enrollment management thought leader in higher education, Marcelo has helped numerous institutions expand and promote their education offerings, restructure their enrollment management organizations, and formulate operational strategies that directly impact enrollment growth. In 2014, Marcelo founded Cygnus Education, one of the fastest-growing higher education marketing solutions providers. A Leader in performance marketing and enrollment management solutions, Cygnus provides institutions with consumer-centric, fully compliant, analytics-based strategies that achieve challenging marketing objectives, driving scalable and sustainable enrollment growth. Marcelo is a graduate of the Wharton School of Business at the University of Pennsylvania with a Bachelor of Business Administration. Marcelo lives in Philadelphia with his wife, Cynthia, and two daughters. Marcelo and Cynthia are highly engaged in philanthropic efforts supporting several worthy organizations.

Moderator:  An Inconvenient Truth About Auto/Home Insurance Monetization

Jaimie Pickles is CEO and Co-founder of First Interpreter, Inc. He is an entrepreneur in the insurance sector and has pioneered and led multiple start-ups including InsWeb - the first online insurance marketplace, We Speak Insurance - the first insurance call generation company, and now First Interpreter - the first company that enables carriers and agents to know their competitive position in real-time when considering a lead, click or call. He is currently on the Board of Directors of the Society of Insurance Research (SIR) and is the organization’s VP of Marketing. Jaimie holds the CPCU and ARM insurance designations, has a BS from the University of Tennessee and an MBA from the University of Chicago.

Moderator:  Case Study: Is Email Performance Marketing The Right Choice?

Mr. Protass has over 20 years of direct-to-consumer marketing experience and joined Life Line Screening in 2016.
Hired to grow customer acquisition and retention, Mr. Protass started up and substantially grew new online channels of Social Media, Lead Generation, and Affiliate Marketing for the company. In August of 2020, he was promoted to Vice President of Marketing. Prior to Life Line Screening, Mr. Protass lead the marketing department for a start-up financial services company called AchieveCard, enabling growth for the company to be successfully acquired by Green Dot Corporation. Prior to that, Mr. Protass managed revenue-generating marketing activities for Citibank in New York for a $12 billion credit card portfolio.
Mr. Protass has a B.S. in Business Economics from the University of Arizona and an MBA from the University of California Berkeley Haas School of Business where he emphasized in Marketing.

Moderator:  Achieving Compliance in the Rapidly Evolving Higher Education Regulatory Landsca

Christine Reilly leads Manatt, Phelps & Phillips’ consumer protection, advertising and competition practice. She defends companies in class actions and other major civil litigation in various areas, including consumer protection, unfair competition, and false and deceptive advertising. She also heads the firm’s TCPA compliance and class action practice in which she regularly defends companies from claims brought under the TCPA, and frequently writes and speaks on TCPA compliance. Christine also represents clients facing investigations and proceedings initiated by the FTC, FCC and other federal and state regulatory agencies.

Moderator:  Workshop I: Consumer Direct Transformation

Bill Rice is the Founder/CEO of Kaleidico, a lead generation agency. Bill regularly consults, writes, and speaks on building consumer-direct lead generation systems and web platforms that deliver consistent sales leads and revenue growth.
Kaleidico's practices areas focus on Financial Services and Legal.

Moderator:  What We All Need to Know About LeadGen Compliance For the Next 12 Months

Kevin Rockoff has a diverse background with over 13 years of experience as both outside counsel as well as in house General Counsel and Chief Legal Officer, supporting a wide variety of businesses from financial services to manufacturing, in areas such as labor compliance, litigation management, mergers & acquisitions, contract negotiation, Human Resources department and strategic business development.

Kevin started his legal career with the Walt Disney Company in 2007, where he cut his teeth supporting Labor Relations and Human Resources policy for Disney’s California theme park operations and its 17 active Labor Unions, before expanding to support both upcoming and established national firms as General Counsel, during which time Kevin, acting as the sole in-house Legal representative, developed and implemented an innovative practice of creating robust and successful Human Resources and Legal Compliance departments from whole cloth that are optimized for success and compliance, successfully traversing the country’s most harsh and difficult regulatory atmospheres, such as California and New York.

Continuing with his penchant for managing difficult regulatory and compliance environments, Kevin later worked as Chief Legal Officer for a significant player in the food manufacturing space, establishing and maintaining significant compliance protocols, maintaining Intellectual Property compliance, real estate portfolio compliance, and participating in significant litigation involving Intellectual Property rights enforcement, PACA enforcement, California DOL actions, and many other contract actions as well.

Currently, Kevin serves as General Counsel for SmartFinancial.com Insurance, LLC., bringing significant insight and experience to bear on all aspects of compliance and business development, including Human Resources policy, contract management and negotiation, new business development, regulatory and TCPA compliance, and litigation management. Kevin is also a real estate specialist, holding a California Real Estate Broker’s license, as well as a NMLS Loan Broker’s License.

In his time as in-house counsel, Kevin has worked closely with a number of large national firms such as Dentons, Snell & Wilmer, Bryan Cave, OneLLP, Thompson Hine, and many others.

Moderator:  Achieving Compliance in the Rapidly Evolving Higher Education Regulatory Landsca

Rob Rokoff, SVP Corporate Development & International Markets

Rob Rokoff is Senior Vice President of Corporate Development & International Markets at Jornaya, the leading behavioral data intelligence company with a proprietary view of more than 400 million consumer journeys every month. Rob serves on the PACE and Consumer Consent Council Boards of Directors and as Chair of the Standards & Education Subcommittee. Much taller and far fewer gray hairs ago, Rob joined Jornaya (fka LeadiD) 10 years after working at TARGUSinfo, prior to the acquisition by Neustar, and Leads360, during the good old days. He has 20 years of experience growing businesses and building win-win partnerships. Rob champions the evolution of performance marketing compliance, education, and innovation. Based out of Oakland, CA, he can be found cheering for all things Boston and reminiscing about his time at Lehigh University where he earned his BA in Psychology.

Moderator:  The Questions You Should Be Asking Your Dialer Manager to Boost Profits

Brian brings 25+ years of experience leveraging the power of digital leadgen and the call center in high-growth industries such as insurance, online education, and Medicare. He was previously the founder and CEO of Acquisition Technologies before joining the SmartFinancial team.

Moderator:  Opening Keynote: How to Attract Consumers & Supercharge the Marketing Experience

As the former director of communications for Harley-Davidson Motor Company, he played an active role in one of the most celebrated turnarounds in corporate history – and got paid to ride motorcycles. He is widely known and respected as one of the business world’s most outspoken, provocative, and entertaining thought leaders on competition, brand management, positioning, reputation management, human behavior, and loyalty, and has delivered more than one thousand keynote speeches to business and education groups around the globe. His newest book (released November, 2018), “Make Some Noise: The Unconventional Road to Dominance,” teaches how to improve business and personal competitiveness and is shared from his, as always, extraordinarily unexpected point of view.

The longtime motorcycle enthusiast’s formal association with Harley-Davidson began in 1985. As a specialist in corporate positioning and media relations, he was asked to work with the then-struggling Harley-Davidson to help restore the company’s image, improve its competitiveness and create demand for its motorcycles. Within a few short years, as sales of its motorcycles rocketed upward, Harley-Davidson became one of the most respected, competitively dominant, profitable, and frequently reported-on companies in the world.

In 1990, Schmidt became director of Harley-Davidson’s corporate and financial communications, and served as its primary spokesperson to the media and the financial communities. He appeared numerous times on network news programs and was frequently called upon by business media to share his insights on nontraditional communications, customer attraction and brand-building. Speaking engagements around the world soon followed.

In 1997, Schmidt left Harley-Davidson to take an ownership position with a highly successful Chicago-based marketing firm, VSA Partners. In addition to Harley-Davidson, VSA serves a virtual who’s who of the world’s best-known brands. In 1999, he sold his portion of VSA to start his own business, Ken Schmidt Company, to combine two of his greatest passions, motorcycling and speaking.

Traveling for speaking engagements provides opportunities for him to further explore the world on two wheels, often with leaders of businesses he works with or attendees of his speeches. “I love to startle people by exposing them to proven ideas and concepts they’ve never imagined, and I often use motorcycles to do that, because they lend themselves to great, memorable imagery,” he said. “I always find that when hearts and minds are in perfect synch, real learning happens.” Whether he’s speaking, consulting, being interviewed by media or riding, Schmidt practices what he preaches and never follows a predictable course.



Today, Schmidt happily admits that he’s “semi-retired,” which allows him to pursue all of his life’s passions and discover new ones. He calls working with the grandson of one of Harley-Davidson’s founders to create “100 Years of Harley-Davidson,” the best-selling motor sports book of all time, one of the greatest highs of his life. He calls his current book, “Make Some Noise: The Unconventional Road to Dominance” a different kind of high – the one that comes from, “sharing my passion for what I do and what I’ve learned with others and knowing they’re immediately benefiting from it.” After all he has accomplished, his philosophy of life and business hasn’t changed: “Never do what’s expected, make yourself as noticeably different as possible, and have a lot more fun than you’re supposed to.”

Harley-Davidson. The longtime motorcycle enthusiast’s formal association with Harley-Davidson began in 1985. As a specialist in corporate positioning and media relations, Schmidt was asked to work with the then-struggling Harley-Davidson to help restore the company’s image and create demand for its motorcycles. Within a few short years, Harley-Davidson became one of the most visible and frequently reported-on companies in the world, while sales of its motorcycles rocketed upward. Schmidt became director of Harley-Davidson’s corporate and financial communications and served as its primary spokesperson to the media and the financial communities. He appeared numerous times on network news programs and was frequently called upon by business media to share his insights on non-traditional communications, customer attraction, and brand-building.

Life After Harley. Now, Schmidt is a frequent speaker to business groups and academic communities throughout the world. Few speakers generate more positive word-of-mouth and referrals. “I love to startle people by exposing them to proven ideas and concepts they’ve never imagined,” he said. Whether he’s talking about how to leverage basic needs to improve competitiveness, build an entirely new corporate culture, or reach out to new customers in completely untraditional ways, Schmidt never follows a predictable course. “Whether I’m talking about how perfectly average people can do extraordinary things or how to build an entirely new corporate culture, rekindle relationships with customers, or reach out to new ones in completely untraditional ways, I’m teaching people to throw conventional approaches out the window. I see opening hearts and minds as my life’s work.”

Today, Schmidt shares his expertise with many of America’s leading brands but happily states that he is “semi-retired,” which allows him to pursue his other passions. He calls working with the grandson of one of Harley-Davidson’s founders to create 100 Years of Harley-Davidson, the best-selling motor sports book of all time, one of the greatest highs in his life. After all he has accomplished his philosophy of life and business hasn’t changed: “Never do what’s expected, make yourself as noticeably different as possible, and have a lot more fun than you’re supposed to.”

Moderator:  Lunch & Learn: Now, It’s Personal - The Future of Consumer Identity Management

Eli is the Chief Strategy Officer for Verisk Marketing Solutions, where his responsibilities include leading corporate development, M&A, partnerships, and growth strategy for the business unit. He was an early employee at Jornaya where he spent 7-years in various leadership roles building the company from early-stage startup through Series A and Series B fundraising rounds, resulting in an eventual strategic exit to Verisk (VRSK) in 2020. His contributions included leading enterprise sales teams, conceptualizing and going to market with new products, opening new verticals, and creating the company’s data strategy & partnerships department to open up new revenue channels. Following the acquisition of Jornaya by Verisk, he has focused on strategy and corporate development, including leading the company’s acquisition of Infutor as a major inorganic expansion for the marketing solutions division.

Moderator:  Rise Above the Noise: Getting Serious About Influencers

Ashley Scorpio is the VP of Partnerships at Hawke Media. She is a seasoned digital strategist with expertise in communications, marketing, advertising, government and public relations. Over the years, Ashley has worked with a variety of brands, organizations, startups, personalities, and public figures to meet their digital growth goals through full funnel performance marketing campaigns across multiple channels—in house, at agencies, and through her own consultancy. Additionally, Ashley has worked in startup and agency settings with a focus on ecommerce and blockchain. She is widely recognized for her expertise in both verticals, and has contributed to CNBC's Cryptotrader and regularly advises startups in either space.

Moderator:  How is Lead Fraud Performed and How Does it Create TCPA Violations?
Moderator:  What We All Need to Know About LeadGen Compliance For the Next 12 Months

Rob Seaver, Executive Director of Consumer Consent Council, has been involved in the digital world for as long as there's been one. A nationally recognized speaker and consultant, he has been on stage for companies such as HP, Konica-Minolta, and Gannett. His passion for Performance Marketing, make him one of the most sought out consulting experts for national brands today.

Moderator:  Becoming Accessible: Implementing Accessibility Compliance Without Sacrificing W
Moderator:  What We All Need to Know About LeadGen Compliance For the Next 12 Months

Michele Shuster is a founding partner at Mac Murray & Shuster LLP, where she brings extensive experience working with businesses of all sizes in highly regulated industries. A former Chief of the Ohio Attorney General’s Consumer Protection Section, she now represents clients in consumer protection matters before the FTC, FCC, and state attorneys general, in addition to conducting regulatory compliance audits and providing counsel on advertising and privacy issues.

Moderator:  Rise Above the Noise: Getting Serious About Influencers

Moderator:  Identifying Best Practices for Growing Your Customer Base in the New Paradigm

Rich Smith is the Chief Marketing Officer—Home Loans at PenFed, the nation’s 2nd largest credit union and fastest growing mortgage company. Specializing in making profitable change happen for companies, he has been the successful CMO of five major companies over the past 17 years and is an award-winning marketer with a 25+ year history of building top-tier brands in financial services, insurance, and healthcare. Rich is an engaging speaker, author, and industry thought leader who has served on the North American Advisory Board of the CMO Council and is regularly called on to speak at industry events. His prior CMO roles include AIG Bank, Ditech Financial, Recovery Centers of America, Chief Outsiders, and Jornaya.

Moderator:  Launch, Grow, & Scale: The Lifecycle Roadmap for Building a Successful Performan

Moderator:  Identifying Best Practices for Growing Your Customer Base in the New Paradigm

As a senior manager on the business development team at Credit Karma, Catherine leads partnerships for Credit Karma’s Home business, focused on aiding more than 110 million U.S. members to homeownership. In her role, Catherine leads partnership relations across mortgage lenders and realtors in order to build strategic integrations that provide home buyers and owners a streamlined and personalized home buying and homeownership experience. Prior to joining Credit Karma, Catherine worked in Prime Brokerage at Bank of America Merrill Lynch where she was responsible for sales and marketing for hedge funds. Catherine holds an MBA from the Berkeley-Haas School of Business and a B.S. in Science, Technology and Society from Stanford University.

Moderator:  Examining the Real Value of Social Media For Marketers in 2022

Having studied music, English lit, and earned an MBA, Aaron Templer is an unapologetic polymath. A 25-year marketing leader, he is a marketing firm owner (Three Over Four (threeoverfour.com), professional instructor for the American Marketing Association, occasional speaker and professor, and hobby percussionist. His firm, speaking engagements, teachings, and writings are at the intersection of strategy, creativity, brand, influence, and leadership. Some call him the Gora Dhol Wallah. Aaron recently published his first book, Leading in a Social World (aarontempler.com/book).

Moderator:  Workshop II: Prepping Your LeadGen Efforts for Regulatory & Compliance Changes

Eric Troutman, renowned Czar of the TCPA, is nationally recognized for class action defense in TCPA litigation and compliance. While many lawyers tout TCPA expertise, Eric built one of the country’s first TCPA-only defense teams, began serving as national TCPA counsel a decade ago, and has acted as lead defense counsel in over 100 TCPA class actions. Eric, and his team, also provide all the TCPA breaking news through his blog, TCPAWorld.com.

Moderator:  The Home Services Landscape Reboot: What’s Changed and What to Expect in 2023

Ruben’s focus and passion for all things marketing stem from his construction roots from growing up in a roofing family in Los Angeles. He's a solar and home service enthusiast who has sold, installed, marketed and played an instrumental part in scaling lead generation and sales for a variety of home services businesses. Ruben’s focus on lead generation and empathy for contractors’ marketing woes come from over a decade of experience in home services. From developing multiple brands for small contractors to leading multi-million digital media buys, his experience has led him to a career in SaaS with a focus on customer acquisition technology. Ruben is responsible for supporting, leading and educating contractors on the benefits of software, data analytics, and API integrations to help increase product adoption, operational efficiency while reducing acquisition costs throughout the funnel.

Moderator:  Lunch & Learn: Accelerate Your Lead Acquisition with Accurate Data and Machine L

Mike Vincent is Vice President of Customer Success at Windfall, where he leads all customer strategy and engagements for Windfall's 700+ customers. Mike began his career in Accenture's Customer Relationship Management practice where he primarily worked on marketing transformations with consumer companies and nonprofits. He most recently served in leadership positions at Fair Trade and MGM Resorts International where he was focused on strategy and growth.

Moderator:  How MarTech Can Improve the Customer Experience