Discover the hottest trends and innovative growth secrets from performance marketing’s brightest minds.
*Please Note* All session times are ET, if they don’t work with your schedule, you will have access to on-demand viewing.
Moderator: Diversity PanelSharp 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.
Chief Strategy Officer
Senior Strategic Marketing Specialist
Founder and GM
AgeUp/Haven Boston Studio
Don Batsford, Jr.
Head of Industry
Co-Founder & CEO
VP Product Marketing
Southern New Hampshire University
With over 18 years of experience across all aspects of insurance customer acquisition. I have deep expertise working closely and strategically with a range of partners & colleagues. My passion for success drives me to be better every day. Extensive experience in setting & exceeding budgeted top and bottom-line goals, fostering long-term growth, strategic planning & implementation all while increasing revenues and VMD. I'm highly skilled in business & corporate development, partner & employee development, leading teams, as well as setting and exceeding revenue targets. I have a ton of respect and admiration for the amazing, intelligent, and driven team of experts at LendingTree/Quotewizard which I have the privilege of working with every day!
SEO and Digital Strategy Consultant
She is renowned for building customer-centric digital marketing programs and leveraging “big data” and analytics to accelerate customer acquisition and retention. Especially savvy at building innovative solutions, establishing online brand preference, identifying growth opportunities and applying the most current optimization techniques to enhance product visibility, grab user attention and stand out in an ever-evolving and highly competitive marketplace.
Currently she is responsible for global SEO at Hewlett Packard Enterprise with primary focus on HPE GreenLake, HPE Pointnext, SMB & Financial Services.
Gordon Brott Growth Marketing
Digital Media Solutions
Moderator: Diversity PanelCombing vast industry knowledge and a natural leadership ability, Kathy Bryan has become an expert in the digital marketing space. She has worked at both global and boutique advertising agencies with Fortune 100 clients in the hospitality, travel, mortgage, education, finance and retail sectors, including US Airways, Circle K, Lincoln Technical Institute, Choice Hotels International, TIAA, Amtrak and the Mortgage Bankers Association. Throughout her career path, Kathy gained strong B2C and B2B expertise via integrated marketing, brand management, demand generation, content marketing and client services. 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 publisher, which she built out from scratch. Under her leadership, Kathy and her team have successfully reduced marketing expenses while scaling results.
Head of Acquisition Marketing
Moderator: Local Lead Generation with ThumbtackAfter a few years in product and business analytics, Aaron joined Thumbtack in 2017 to lead customer growth analytics across paid search, paid social and traditional media channels. Aaron then transitioned to the growth marketing team where he rebuilt the paid search programs for customer and service provider acquisition and tested into a variety of display, video and affiliate channels. Currently, Aaron is tasked with the growth marketing user acquisition strategy for the Thumbtack marketplace.
Aaron Christopher (A.C.) Evans
Founder and CEO
Moderator: SMS & Call Marketing: 2020 Best PracticesA thought leader in drip marketing, conversational messaging, and lead follow-up campaign methodologies. The founder and CEO of Drips.com. A.C.'s consultancy company builds, manages, and runs automated voice, sms, and email drip marketing campaigns. They convert more leads to calls with powerful human backed A.I. chat bots. Drips is disrupting the status quo of predictive robo dialers and call centers. Drips provides a better user experience for the end consumers, while simultaneously raising client's contact and closing rates.
Chief Legal & Privacy Officer
Head of Brand Studio
SVP Corporate Development
Digital Marketing Manager
Lixil - American Standard
Senior Vice President Customer Service & Policy Operations
GAINSCO Auto Insurance
Moderator: SMS & Call Marketing: 2020 Best PracticesNicole M. Dalal is the Senior Vice President of Customer Service, Policy Operations, and Direct B2C Sales at GAINSCO Auto Insurance. Nicole joined GAINSCO in 2011 with a background in Human Resources and Retail Sales. While running the Customer Service, Operations, and Direct Sales; Nicole is often the lead at implementing large scale projects for her company. She is an innovator, disruptor, and creative thinker.
GAINSCO, Inc. is a property and casualty insurance holding company. Through our insurance brand, GAINSCO Auto Insurance®, we concentrate our efforts on the non-standard personal automobile market, specializing in minimum-limits personal auto insurance. GAINSCO was established in 1978 as a Texas corporation and is based in Dallas, with a regional office in Miami.
Chief Operating Officer
Soleo Communications, Inc.
Senior VP and Chief Economist
VP, Strategic Partnerships & Affiliates
Freedom Financial Network
Dave currently serves as a leader in Winterberry Group’s consulting practice, where he leverages his extensive experience in assessing market trends, evaluating technology solutions, and identifying growth opportunities. As a former Chief Strategy Officer of Selligent Marketing Cloud and former VP and Research Director at Forrester Research, Dave has helped executives at hundreds of companies to develop business, customer, and organizational strategies.
SVP Business Development
Hearth Home Improvement Finance
VP, Business Development & External Affairs
Veterans United Home Loans
EVP, Business and Corporate Development
At Modernize, Alan is responsible for driving revenue expansion and strategic partnerships including relationships with financing entities. Since Modernize focuses on finding homeowners with large projects in roofing, windows, solar and HVAC, access to and interactions with friction-free lending partners is a critical component of the successful remodeling project journey.
Co-Founder and Chief Product Officer
Prior to Convoso, Bobby worked as a successful entrepreneur in the digital advertising space.
Chief Creative Officer
Moderator: SMS & Call Marketing: 2020 Best PracticesGregg is the CEO of Invoca, where his focus on customer success, innovation, and a culture of continuous improvement has led the company to unprecedented growth. Previously, Gregg led Salesforce Marketing Cloud’s social marketing product line, where he integrated $1 billion worth of M&A investments into the Salesforce product portfolio. He also drove product strategy and development for Salesforce Chatter and was a consultant at Boston Consulting Group earlier in his career. He graduated from Stanford University and holds an MBA from the Wharton School of Business.
Partner and Chair of Financial Services Practices Group
Carlson & Messer LLP
Moderator: TCPA: Litigation and Compliance in 2020David Kaminski is the Chair of the Consumer Financial Services law practice at Carlson & Messer LLP in Los Angeles. He represents mobile marketers, lead generators/sellers, and creditors in the defense of claims brought under the TCPA and all federal and state consumer protection statutes. He manages the nationwide litigation for numerous mobile marketers and creditors and has helped shaped the law affecting their rights throughout the US. He also provides compliance and training advice and successfully defends clients against regulatory actions brought by federal (FCC/FTC) and state regulators.
Director of Strategic Development
VP of Marketing and Digital Strategy and host of "A Shark's Perpsective" podcast
Ai Media Group
Hudson Cook LLP
Prior to joining Hudson Cook, Erica was a Staff Attorney at Bay Area Legal Services, Inc., where she practiced in the areas of Family and Housing law. Erica was previously an Associate at Murnaghan & Ferguson, P.A., where she practiced in the area of Construction Litigation.
Erica received her law degree, cum laude, from Stetson University College of Law and her Bachelor of Science degree in Integrated Strategic Communications from the University of Kentucky.
Erica serves on the board of Grace Point Camp and Retreat Center in Kingston, TN.
VP, Growth Operations
Vice President of Lead Gen Market Solutions
Infutor Data Solutions
Kevin Lord Barry
Embrace Pet Insurance
President and CRO
Moderator: Diversity PanelSean-Reed McGee is Founder and Managing Partner of Lead-Ventures, Inc., where he provides vision and direction for four performance-marketing companies specializing in education, groceries and contact solutions. His 25 years of expertise has led him to become a successful entrepreneur with growing ventures in lead generation marketing, as well as serving as an investor in several other independent small businesses. During the past few years, he has applied his deep knowledge of the performance marketing industry to grow and support online and brick & mortar ventures like GroChoice.com, Back2Learn, Next Academy, and Centerly Contact Solutions, while still investing in other’s ideas. He serves and has served on boards including the Blacks In Lead Gen (BLG), Eastern Division of the American Cancer Society, Big Brothers Big Sisters, chapter president of Alpha Phi Alpha Fraternity Incorporated, one of the ‘Top 40 Under 40’ in The Network Journal and advisor to several companies.
VP of Business Development
eHealth Insurance Services, Inc.
Founder & CEO
SVP, Growth and Strategic Partnerships
Centerfield Media, Co. (SeniorLiving.org)
COO and Co-Founder
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.
CEO & Principal
Director of Data Science & Analytics
AVP Marketing Strategy
Arizona State University
Sr. Director of Insurance
Moderator: Local Lead Generation with ThumbtackDavid Quiec is a partner at Enginefish, a lead generation agency supporting clients in various verticals such as insurance, loans and home services. He has over 10 years in online customer acquisition for large companies and Silicon Valley start-ups. Previously he was VP Marketing & Publishing at Kabam (sold for $900M), and Head of Online Marketing for Intuit Small Business. In those roles, he ran a team of paid and organic channel managers, funnel optimizers, data analysts and a creative team. Together they managed a $40M/year marketing budget to deliver on pure performance. In his spare time, David plays underwater hockey (having played for the US national team) and learns languages (he speaks six).
Moderator: Buyer's & Seller's Summit: Got Consent?Steve Rafferty is the Founder & CEO of ActiveProspect. A twenty-year veteran of online marketing, Steve enjoys creating innovative products to address challenging industry problems. He launched LeadConduit in 2004 which has processed over a billion internet leads to date. In 2010 he launched TrustedForm, the industry’s first independent lead certification service. Steve holds a B.S. in Engineering from Tulane University and a M.B.A. from Harvard Business School.
Donna has held multiple roles focusing on market research and client engagements, including V.P. of Financial Operations for Global Product Development & Publishing Operations at Houghton Mifflin Harcourt. Donna was also a Principal at The Parthenon Group.
Donna holds a BA from the University of Pennsylvania in Economics and Japanese, and an MBA from Harvard Business School.
Senior VP Business Development
Moderator: Diversity PanelRob Rokoff is Senior Vice President of Business Development (and everything else) 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 LeadsCouncil Board of Directors and as Chair of the Standards & Education Subcommittee. Much taller and far fewer gray hairs ago, Rob joined Jornaya (fka LeadiD) 8+ 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.
Category Manager - Personal Loans, Student Loans
Founder & CEO
Executive UX Strategist
Human Factors International
Moderator: Buyer's & Seller's Summit: STIR/Shaken & Call Blocking – What Lead Gen Call Cen Moderator: Power Buyers: Emulating the Habits of Highly Successful Lead Buyers Moderator: Buyer's & Seller's Summit: Insuring The Future Of Successful Insurance Marketing Moderator: Buyer's & Seller's Summit: Americans With Disabilities Act – What EVERY WebsiteRob Seaver, Executive Director of LeadsCouncil, 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.
Founder & CEO
EVP, Chief Marketing Officer
1st Franklin Financial Corporation
Senior Marketing Director
Partner, CIPP/US, CECP
Mac Murray & Shuster LLP
Business Development & Partnerships
LightStream (Truist Bank)
Director of Sales and Marketing
Contact Center Compliance
Moderator: Diversity PanelMatt Tillman is a 20+ year veteran of financial services marketing and serves as President of the financial services lead generation company, RateMarketplace.com. Matt previously served as the SVP/GM for Zeta Global’s financial services business. Prior to Zeta, Matt was the Head of Sales of Adchemy, Inc (acquired by Zeta Global), the Co-Founder of FastFind.com (acquired by Bankrate), and worked in various roles at GetSmart.com (acquired by LendingTree) and Wells Fargo. Matt is also on the Board of Directors of LeadsCouncil and serves as the Chair of the Diversity Task Force.
Eric J. Troutman
Squire Patton Boggs
Moderator: Buyer's & Seller's Summit: Is That Legal?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.
Seth van der Swaagh
Industry Director, Advertising Sales
Prior to Google, Seth worked in business development for an IT start-up in San Francisco, and was an educator in the Connecticut public school system as well as a private Mexican school system.
Seth holds a BA from Brown University and MBA and MIS degrees from Boston University. He lives in Concord, MA with his wife Gemma and their 3 sons.
Founder & CEO
Dale is the creator of the renowned Mortgage Champions OthersFirst training system – An award-winning program that offers proven, practical and industry-specific sales, service and leadership training, speaking and consulting services specifically tailored to today’s mortgage market. This system is the exclusive training program for Lending Tree University, a best-in-class sales, service and leadership certification program.
Use the Add to My Agenda buttons to compile a Personalized Agenda of the sessions you wish to attend. Then submit an email address at bottom of screen to receive your Personalized Agenda in your inbox!
Friday | October 2
Exhibit Hall Open
Our Senior Moment Workshop: Serving, Engaging and Converting Seniors in 2020
Making Sense of Medicare
10,000 Americans turn 65 every day. This is a major moment for seniors; perhaps most impactful is Medicare eligibility. As a result, Medicare products frame a growing category for performance marketers. Join us for an in-depth discussion on this rapidly growing space with industry leaders.
Senior Living: Complicated but Critical
Any housing transition can be tough. For seniors and their families, the stresses are often even greater. This discussion focuses on businesses that seek to help with this challenging time for America’s seniors and their families. Join leading experts for this timely and important topic.
Audience Considerations: All About Engagement
With any audience, marketers and service providers do best when they implement specific strategies to increase engagement. In this session, we’ll lean on senior-focused brands for in-depth insights and best practices around content and sales communication.
What You Will Learn
This Workshop’s sole purpose is to help our audience firmly grasp what market leaders are doing to gain traction serving America’s seniors. We’ve sourced seasoned leaders from the insurance, senior living and senior-focused content publishers to help us all learn from some of the best. Throughout the program, we will lean on our experts to help us gain a more broad and deep understanding in three primary areas:
- Building and marketing products which truly serve seniors.
- Engaging with this audience to win trust and gain influence with them.
- Converting interested consumers into long-term, happy customers.
Who Should Attend?
Anyone who is focused on customer acquisition, retention and revenue growth in the senior space.
What Past Attendees Have to Say
- “One of the most valuable events I attend each year.” C-Level Executive, Top-5 US Bank
- “The best content I took in this year.” SVP, BD, National Insurance Agency
- “Worth the entire trip expense.” CMO, Top-15 US Home Service Brand
JT Benton is an industry leader with extensive performance marketing experience. He will be joined on stage by top CEOs, CMOs and senior product experts.
All LeadsCon attendees are automatically registered for the workshops.
- JT Benton, Founder, WorkBook6
- Alisha Mecier, VP of Business Development, eHealth Insurance Services, Inc.
- Stephen Anderson, Chief Strategy Officer, Seniorly
- Scott Norwalk, SVP, Growth and Strategic Partnerships, Centerfield Media, Co. (SeniorLiving.org)
- Blair Baldwin, Founder and GM, AgeUp/Haven Boston Studio
- Brian Macias, President, Embrace Pet Insurance
Making the Best of a Bad Situation: Lead Generation in a Pandemic
Modern SEO Tactics for Lead Gen: How to Optimize Your SEO Presence in 2020
This session gives a quick review of the different SEO visibility options and gives specific, tangible things lead gen companies can do to improve performance.
- Discover how to incorporate structured mark-up to give your content a chance to show in enriched search such as interactive results and carousels
- Lean how local pages and directory listings, even in national categories, can help you hyper-target your audience
- See how meta content can be A/B tested to more traffic
- Understand how to optimize featured snippets to show up in Google's "answer box"
- Find out about specific steps you can take for mobile optimization in a "mobile first” world
- Jim McKinley, Principal, (un)Common Logic
Creating Content that Engages and Activates Your Next Customer
- Understand content ideation and where to look for inspiration
- Discover best practices for creating content and the best ways to distribute your message
- Learn which channels attract the right customers for your business and how to scale your efforts fishing where there are fish
- Samantha Kermode, Director of Strategic Development, Investis Digital
Today’s Most Useful Email Trends, Tips and Tested Tactics
- Find out what some of today’s biggest email misconceptions and missed opportunities are
- See how to prompt people to automatically open and read your email by adding the persuasive tactics of behavioral science
- Gain numerous techniques you can confidently test the next day to quickly increase your email ROI
How Persuasion, Emotion and Trust (PET) Drives Customer Acquisition
- Understand the principles of Persuasion, Emotion, and Trust
- Find out how to learn your customers’ Drives, Blocks, Feelings, and Beliefs, and how to leverage them to drive conversion
- Discover the secret weapon that lets UX drive uniquely persuasive designs
- Learn a strategic approach to make a truly persuasive experience from first engagement to the final close, and even following through to retention
- Noah Schaffer, Executive UX Strategist, Human Factors International
Social Media for Lead Gen: Building a Viable Strategy
- Discover what’s new in social media and how to be most effective on different channels
- Strategize and plan your product or service offerings to generate inbound leads
- Understand the ways social channels differ and where each excels for lead generation
- Target leads that qualify for your offerings and offer the most value to your business
- Use technology to monitor, track and attribute to get the full picture of your conversion funnel - from impressions to engagement and sales
- Kevin Lord Barry, Co-Founder, Right Percent
You have selected: