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.
Stephen has been a digital marketing, sales and operations leader for over 20 years. A strategist at heart, he has built high performing solutions for brands large and small across challenging industries such as Insurance, Travel and Personal Finance. At Seniorly, Stephen draws on this experience to help families and senior living communities connect with the best possible outcomes. In his free time, Stephen enjoys exploring California's trails and beaches with his wife, son and daughter.
Vishwas has overseen marketing for the luxury bath and walk-in tub divisions of Kohler for five years now. His background in business and engineering has provided him with a unique, data-driven approach to demand generation. Currently under his management is an eight-figure annual budget spread across digital, traditional, and performance marketing channels.
Blair Baldwin is the founder / general manager of AgeUp and the Head of Haven Life's Boston Studio, a subsidiary of MassMutual focused on bringing new and novel digital insurance products to market. Blair joined the Haven Life team via Quilt, a venture backed insurtech that he cofounded and that was recently acquired by Haven Life. Prior to Quilt, Blair was the Chief Marketing Officer of Goji, one of the largest online auto insurance agencies in the US. Blair has held a number of senior roles at venture-backed startups, and started his career at the global digital agency Digitas. Blair is a graduate of Harvard College and Harvard Business School.
Don Batsford is a Head of Industry at Google where he leads a team of marketing experts & analysts that partner with Google’s most sophisticated advertisers. Before Google, Don was a Founder of 31 Media, a customer acquisition and consulting firm. Don was also in Business Development at Commission Junction, helping drive marketing partnerships. Don received his Master of Business Administration from Clarkson University & Bachelor of Science from Saint Michael’s College.
JT Benton is a digital marketing leader with extensive performance marketing experience. His full-funnel approach and sales cycle expertise has set him apart as an innovator within the LeadsCon community. Benton’s recent focus on mobile marketing as a new-growth solution in lead generation is viewed by many as industry-leading for its performance and disruption. Benton has been a featured speaker at several LeadsCon events and a featured speaker at The Digital World Expo and the Mobile Marketing Summit.
Matthew is the Founder and CEO of Mav. With 15 years in tech, he cut his teeth developing some of the world’s first social networking sites for MTV and Viacom, and moved on to DoubleClick (acquired by Google). As a 2x startup founder, he coined his path as a Hackerpreneur – hacking growth and building products that users love. At Mav, Matthew has created and launched industry leading bots for Fortune 500 brands, forged partnerships with Facebook, and perfected the art of Conversational AI lead generation.
Susan Bogle is the Vice President of Product Marketing and Academic Alliances at Southern New Hampshire University (SNHU). She joined SNHU’s marketing management team in 2010, when enrollment was approximately 8,000 learners. Nine years later, SNHU is a national leader and recognized as one of the fastest growing universities in the country with more than 135,000 active learners. With over 17 years of experience in higher education marketing and advertising, Susan firmly believes that accessible, high-quality educational programs are the key to transforming lives and reshaping the future of education.
As SVP of Insurance Revenue at LendingTree, I oversee all revenue lines & work closely with department heads to set goals, project future growth and execute on key targets.
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!
Jennifer Bradley is a strategic digital leader and consultant with over 12 years of experience in enhancing profitability by creating revenue generating digital properties. She has worked with several of the top companies in the world such as Google and Microsoft helping them to refine their web based search algorithms.
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 has more than 20 years hands-on experience in acquisition marketing at companies of all sizes. He is currently the founder of Gordon Brott Growth Marketing where he works with both startups and established companies to grow and scale their businesses. Previously, Gordon was the Senior Director of Marketing for more than 8 years at OnDeck, where he led the acquisition marketing efforts as the company grew from $10M to nearly $400M in annual revenue and went public in 2014. Gordon has presented at LeadsCon 3 times in the past, and his talks always receive some of the top reviews at the conference.
Combing 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.
After 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.
A 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.
Marty Collins is the Chief Legal & Privacy Officer at QuinStreet. Prior to joining QuinStreet Mr. Collins served as Vice President of Corporate Development at Bloom Energy, a distributed energy provider. Prior to that, Mr. Collins was the General Counsel and head of internal audit at Novellus Systems. He was also previously in charge of M&A and corporate and securities matters for Oracle Corporation’s legal department. Mr. Collins received his law degree from Georgetown and his B.A from Williams College.
Geoffrey Colon is a compelling voice at the intersection of marketing, tech, media and popular culture. He is Head of Brand Studio at Microsoft Advertising, where he develops innovative concepts as a form of business development and collaboration with partners. He has written for The Futurist, Advertising Age, and Fast Company, and been quoted in Forbes, Billboard Magazine, The Huffington Post, The Guardian and The Los Angeles Times. He is author of the 2016 book Disruptive Marketing: What Growth Hackers, Data Punks, and Other Hybrid Thinkers Can Teach Us About Navigating the New Normal (HarperCollins).
Bruce Cook is responsible for creating corporate value by leveraging the LendingTree brand to grow existing and create new revenue streams through strategic partnerships, new products, investments and acquisitions. A fifteen-year veteran of personal finance consumer acquisition with strong knowledge of the digital marketing ecosystem and passion and in-depth understanding for online media and technology.
Bastian Cowsert is currently a Senior Digital Marketing Manager 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.
Senior Vice President Customer Service & Policy Operations
Nicole 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.
Rob joined the company in 2003 and currently serves as Soleo’s Chief Operating Officer reporting to Dan Gallagher, President and CEO. He is responsible for the day-to-day operations of the company with oversight of product development, performance, and customer support. He also has responsibility for the strategic direction of the company’s entire product portfolio. Prior to joining Soleo on a full-time basis, Rob was an engineering co-op for the company and has since held various management roles within the organization, including engineering, product management, account management, and sales.
Bruce Douglas is the Chief Executive Officer of EducationDynamics, and held prior roles as the President and Chief Marketing Officer of the company. With more than thirty years of management and marketing experience, prior to EducationDynamics Bruce worked for 15 years at Vertrue, a leading marketer of affinity and loyalty membership programs and lead generation services, where in his last role there he had full P&L responsibility for four divisions and oversaw an 100+ person team. Bruce holds an MBA in Marketing from Columbia Business School, and an AB in History from Brown University.
Douglas G. Duncan is Senior Vice President and Chief Economist at Fannie Mae where he is responsible for forecasts and analyses of the economy and the housing and mortgage markets. Duncan also oversees strategic research regarding the potential impact of external factors on the housing industry. He leads the House Price Forecast Working Group reporting to the Finance Committee. Under his leadership, Fannie Mae’s Economic & Strategic Research Group (ESR) won the NABE Outlook Award, presented annually for the most accurate GDP and Treasury note yield forecasts, in both 2015 and 2016 – the first recipient in the award's history to capture the honor two years in a row. In addition, ESR was awarded by Pulsenomics for best home price forecast. Named one of Bloomberg/BusinessWeek's 50 Most Powerful People in Real Estate, Duncan is Fannie Mae's source for information and analyses on demographics and the external business and economic environment; the implications of changes in economic activity on the company's strategy and execution; and for forecasting overall housing, economic, and mortgage market activity. Prior to joining Fannie Mae, Duncan was Senior Vice President and Chief Economist at the Mortgage Bankers Association. His experience also includes work on the Financial Institutions Project at the U.S. Department of Agriculture and service as a LEGIS Fellow and staff member with the Committee on Banking, Finance, and Urban Affairs for Congressman Bill McCollum in the U.S. House of Representatives. Duncan received his Ph.D. in Agricultural Economics from Texas A&M University and his B.S. and M.S. in Agricultural Economics from North Dakota State University.
Francesco Fagnini serves as the Vice President of Strategic Partnerships and Affiliate Marketing at Freedom Financial Network, Freedom Debt Relief and FreedomPlus personal loans. Prior to Freedom he worked at Potrero Media which was acquired by InsWeb which was then acquired by Bankrate. He has more than 15 years of experience leading marketing teams in online customer acquisition. Francesco holds a Bachelor of Arts in Communication from USC Annenberg School for Communication and Journalism.
Dave Frankland is the co-author of Marketing to the Entitled Consumer (Mascot, 2018) which leverages research with 7,000 consumers in the U.S. and Europe to define today’s entitled consumers, and provides a roadmap for companies and marketers to take a consumer-first approach to building customer relationships.
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.
Michael Fredricks, SVP Business Develop for Hearth, has over 30 years experience in the Home Improvement Industry. Having held leadership and executive positions at Sears Home Improvements, ServiceMaster, ARS, Culligan International, Empire Today and Protection 1 Security Systems, Mike has a unique perspective when it comes to maximizing lead effectiveness, lead management, and the tools necessary to close leads effectively to improve cash flow and reduce cost per sale metrics.
Jon Galloway joined Veterans United Home Loans in 2012, and serves as Vice President of Business Development. In his role, Jon works with direct marketing partners focused on educating Veterans and military families about their homebuying benefits. From 2009 to 2012 he was director of communications and policy for the Missouri State Treasurer, where he advised on housing issues related to low-income housing tax credits, homelessness and Veterans’ housing. Prior to joining the Treasurer, he was an advertising account executive for Moroch, a national agency based in Dallas. He is a graduate of the University of Missouri where he earned a Bachelor of Journalism and a Master of Business Administration. Jon lives in Columbia, Missouri, with his wife, Nicole, and their three boys.
Alan is a senior technology executive with over 25 years of broad experience in digital marketing, enterprise software, and consumer engagement content and technologies. He specializes in driving growth and positive liquidation events for early and mid-stage companies.
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.
Bobby Hakimi is the Co-founder and Chief Product Officer of Convoso, which was launched in 2006. His passion for technology and diligent commitment to innovating solutions for call center customers have been the driving force behind the company's product development. While he enjoys coding, his role today focuses on envisioning the product roadmap and leading teams to create new products and tools that help Convoso’s customers to thrive while maintaining compliance.
Prior to Convoso, Bobby worked as a successful entrepreneur in the digital advertising space.
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 email@example.com.
Gregg 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
David 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.
Samantha’s experience started in broadcast television at the local NBC station and has since then progressed into the digital space. Samantha likes to look at the big picture when approaching client strategies and aims to understand how businesses reach their customers at every stage of the buying cycle—from awareness, all the way to the decision-making stage and on.
VP of Marketing and Digital Strategy and host of "A Shark's Perpsective" podcast
Kenneth (Shark) Kinney, is a highly accomplished and creative marketer and lead generation driver, growth executive, and nationally-renowned consultant and speaker. He is passionate about leveraging data in omni-channel strategies and known for driving growth in Digital Marketing and Addressable TV. He’s lead national campaigns working with brands including Acxiom, Citi, Chase, Target, GM, American Express, FedEx, Honda, Toyota, TD Ameritrade, Panera, TruGreen, and over 50 colleges and universities. He is host of “A Shark’s Perspective” (www.asharksperspective.com) a nationally recognized podcast with the Who’s Who of subject matter experts and thought leaders in marketing. He has hosted and produced TV and live Radio programs.
Troy Korsgaden is the author of six books on the insurance industry and president of Korsgaden International in Visalia, California. He also serves as an international insurance carrier and industry main-platform speaker. Korsgaden advises most major companies working with large carriers, both in property and casualty and in financial services. He also serves as a technology expert in how it applies to carriers as well as their distribution.
Erica is a partner in the firm's Tennessee office. She focuses her practice on regulatory compliance for a variety of consumer financial services companies including installment lenders, solar financing companies, buy here-pay here dealers, and auto finance companies. She frequently advises clients on regulatory compliance matters related to the Military Lending Act, the Servicemembers Civil Relief Act, and the Americans with Disabilities Act.
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.
Rachel Krug is a strategic sales and marketing leader and business operator who is working to inspire growth at business.com. As the VP of Growth Operations, Rachel is the operational leader of the Commercial team, driving pre- and post-sales strategy, marketing, customer experience, and cross-functional initiatives. Previously, Rachel was the GM of Transaction Pro, a data import/export application for Quickbooks. She has a bachelor’s degree from Cornell University and an MBA from NYU Stern.
As Vice President of Lead Gen Solutions at Infutor, Stuart is a seasoned lead generation professional with over 10 years of experience in developing strategic business plans, directing high-performing sales teams, and conducting effective negotiations for a variety of organizations.
As a positive and motivated force in the digital marketing industry, Taryn Lomas has a reputation for clearly and effectively executing brand visions. Constantly seeking growth opportunities throughout her career, Taryn made a positive impact in a number of leadership positions, including Marketing Director for National Powersport Auctions followed by Co-Founder and COO of UE.co – acquired by Digital Media Solutions (DMS) in 2019 – where she spent more than a decade leading the charge in the company’s media buys, marketing and sales departments with an overarching goal of providing meaningful digital marketing solutions for the insurance industry’s biggest challenges. As EVP of Insurance for DMS, Taryn plays a key role in supporting the digital performance marketing needs of the nation’s largest insurers and their respective agent pools, while offering opportunities for growth to all DMS insurance advertisers and publisher partners.
Kevin Lord Barry helps grow companies using paid advertising on Facebook and Google. Over the past 10 years, he’s managed millions in ROI positive ad spend for brands like DoorDash, Zenefits, Masterclass, Segment, OnDeck and more. He co-founded Right Percent to create an agency that can scalably serve fast growing leadgen companies in every vertical.
Brian Macias is a veteran leader of affinity and direct-to-consumer distribution. Over the last 19 years, Brian’s teams have been integral in creating strong, profitable growth across a spectrum of financial service product lines including home loans, individual health insurance, Medicare, and property and casualty insurance products. Most recently, he spent seven years at National General Insurance where he successfully consolidated the company’s A&H, Medicare, and P&C operations to recognize record growth and profitability across each of the product lines. Brian currently serves as the President of Embrace Pet Insurance. Through Brian’s leadership, the company has effectively diversified its marketing funnel and enhanced its internal operations to recognize record, profitable growth.
Sean-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.
Jason drives the marketing and branding for Accessibility Shield. A former journalist and advertising executive, he writes frequently about web accessibility for publications such as Wired Magazine and The Philadelphia Inquirer. He is a regular speaker at industry conferences and an advocate for the disabled.
Jim McKinley is a co-founder of the digital marketing ad agency, (un)Common Logic and an adjunct professor at Baylor University. Jim has been a digital marketer since 1999 on both the client and agency sides which give him a range of experiences and knowledge that are (un)commonly deep. Jim has helped many companies solve their digital marketing challenges and looks forward to sharing some of his experiences at Leadscon 2020.
Alisha Mecier is the VP of Business Development at eHealth Insurance Services Inc., Alisha has 18 years’ experience in the Health and Medicare Insurance field with an emphasis in business development, sales and marketing. She has worked with a variety of organizations over the years in the Financial Services, Affiliate, Broker, Provider and most notably Pharmacy verticals. She is personally passionate about the intersection of technology and insurance, especially in the senior market, where she believes we are likely to see accelerated adoption of online tools and platforms that serve the senior population in researching, shopping and enrolling in Medicare coverage, as well as, cost savings and general health and wellness.
Rob Morelli is the Co-Founder and CEO of HomeKeepr, a marketplace for home services powered entirely by real referrals from real people. Before HomeKeepr, Rob was co-founder of Villij, a social recommendation platform. Rob started his career on Wall Street, serving as Head of Syndicate and Structuring for the residential mortgage and asset-backed CDO business at UBS, before leaving in 2008 to start his own financial services company, Sirona Advisors. Rob holds a Bachelor of Science degree from Cornell University.
Scott Norwalk joined Centerfield in 2010 and has played an essential role in the company’s overall success. As Senior Vice President of Growth & Strategic Partnerships, Scott fosters relationships with Fortune 500 companies and industry leaders to expand Centerfield’s growing network of partners. In his dual role as General Manager of Centerfield’s New York office, Scott manages the direction and growth of Centerfield’s Dugout exchange, which provides end-to-end marketing solutions for advertisers, publishers and consumers alike. Scott’s core responsibilities include managing P&L of multiple divisions, incubating products that lead to significant incremental revenue growth, and managing a team of business development professionals who maintain key client relationships for Centerfield. Scott has a Bachelor’s degree in Communications from the University of Rhode Island, a Professional Certificate in Digital Media Marketing from NYU, and a Master’s Certificate in Industrial and Product Design from eCornell.
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.
A marketing thought leader, Marcelo is passionate about higher education and how it can help people improve their lives. With over 20 years of experience, Marcelo has helped numerous institutions expand and promote education offerings by realigning marketing efforts and enrollment management operations. Earlier in his career, Marcelo was Chief Marketing Officer at Post University where he was instrumental in increasing enrollment growth through innovative marketing and operational strategies that drove brand awareness and grew enrollment from hundreds to almost 15,000 students.
Steve Phillips is Director of Data Science & Analytics at Torchlight Technology Group. He is responsible for optimizing consumer flows and fulfilling policy demand in the Medicare and Pet Insurance divisions. Steve is a 15-year veteran in the digital lead generation space.
Teacher. Mentor. Strategist. Innovator. Author. All could identify Adam Pierno. The highly caffeinated Pierno has leveraged his knowledge of consumer behavior to produce informed and effective campaigns for national brands like Delta Air Lines, Dial Corporation, Domino’s Pizza, Dunkin’ Brands and Mercedes-Benz. His first book Under Think It delves into the foundational aspects of marketing strategy. His follow up, Specific, follows the outline of this talk. In addition, Adam has joined and hosted strategy training sessions across the US.
Jeff Piotrowski is Senior Director of Insurance at Jornaya, a data-as-a-service platform that delivers consumer journey insights to Major-Life Purchase marketers. In his role, Jeff applies years of experience with insurance providers to help brands across P&C, Life, and Health use data to optimize their digital marketing efforts for acquisition and retention. Jeff leads various insurance consumer journey research studies for Jornaya, has spoken at multiple industry events, and is a member of the Society for Insurance Research. He holds a BS in Finance from Pennsylvania State University.
Jonathan L. Pompan, Esq. is a Partner of Venable LLP in Washington, DC and co-chair of the firm’s Consumer Financial Services Practice Group and member of its Advertising and Marketing Practice Group. He advises advertisers and marketers, providers of consumer financial services and others on regulatory compliance, and in connection with CFPB, FTC and state investigations, law enforcement actions, and private lawsuits.
David 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).
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 Ritchie is Co-Founder and COO of Meteor Learning, a leader in the development of employer-aligned, competency-based, online educational programs for adult learners. In her role, Donna drives new program strategies, implements Meteor Learning’s partner programs and leads the company's technical strategy.
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.
Rob 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.
Josh Rowe-Heupler leads the team growing the Personal and Student Loans business lines at NerdWallet. He brings experience from several online marketplaces, including LendingTree, where he developed the Investments vertical from the ground up, and Student Loan Hero, where he managed student and personal loans partnerships. Prior to focusing on helping consumers improve their financial lives, he wrote investment opinions on tech hardware and software for institutional investors.
Arthur Saint-Père is the founder and CEO at Dolead. In 2007, he created a startup in the Deep Tech industry offering new services based on the Blockchain. Later founding Dolead, a second startup in the Martech field, he raised over $15 million in 2018. Arthur is a particularly engaging speaker and an inspiration to young entrepreneurs. At his alma mater HEC Paris, he is Head of the Digital and Innovation Department. Collaborating with the French media, he has published a multitude of articles notably on the website @LesEchos a leading business daily in France. Currently launching Dolead in the US market with a local team, he has a new vision for lead gen innovation that differentiates itself from existing models.
Dr. Noah Schaffer is a UX Strategist at Human Factors International. His PhD dissertation on UX in digital games inspired him to apply the application of science-based emotional engagement to designs across industries where creative customer acquisition techniques are key. Noah’s experience includes both consulting and teaching in persuasion engineering. Some of Noah's clients include the American Board of Internal Medicine (ABIM), Best Buy, Carolina Designs Realty, Citibank, Standard Bank SA, Standard & Poor’s, Verizon, and many others.
Rob 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.
Ross Shanken is a digital technology thought leader, and patent holder who founded Jornaya (originally LeadiD) in 2011 after 13 years at TARGUSinfo. Jornaya is the consumer journey insights platform that provides marketers, data analysts, and compliance professionals with the highest-resolution view of the consumer buying journey. Ross spends his time collaborating with customers, advisors, and thought leaders to evolve Jornaya’s platform to best serve the digital marketing ecosystem.
Tom Shapiro is CEO of Stratabeat, Inc., a B2B branding, web design, and digital marketing agency. Through his career, Shapiro has developed marketing strategies for multiple market leaders, including AT&T, Intel, Hewlett-Packard, UnitedHealthcare, and P&G. Previously, Shapiro was the Director of Digital Strategy at the digital marketing agency iProspect. During his five years at the firm, the number of employees grew from 85 to more than 700. Shapiro has a deep passion for neuromarketing, psychology, and behavioral science, and his insights have been published in Chief Marketer, CMO.com, CNN.com, Forbes, MarketingProfs, among others. Shapiro’s book, “Rethink Your Marketing: 7 Strategies to Unleash Revenue Growth,” was published in 2017.
Nancy Sherr is a strategic, analytical and creative senior marketing executive with a proven track record of driving business growth and revenue for fortune 500 organizations. She blends a unique expertise in financial services and subscription-based business marketing. As an expert in both B2B and B2C marketing, Nancy consistently solves business challenges through a data-driven approach to strategic planning, P&L management, marketing opportunity assessment, customer segmentation, product marketing, integrated marketing program development and results analysis. As a strong leader, she has a core competency in recruiting, retaining and developing high performing teams, as well as, working collaboratively at all levels of an organization. These skills have served her well in the planning, developing and implementing complex, multi-stakeholder initiatives across various organizations and industries. Mrs. Sherr also has demonstrated success in developing innovative branding, positioning and product solutions to drive demand and increase loyalty. In her role as CMO at 1st Franklin Financial, Nancy has built a strong team, established proven direct and digital marketing capabilities, lead the organizations digital transformation, and as a result has driven an increase in annual loan volume and revenue by more than 25% in less than 2 years. She has also led cross functional marketing teams at Charter Communications, Wells Fargo, and JP Morgan Chase. On a personal note, Nancy is married to her husband Mike and they have a son and a super cute dog. She is an avid tennis player and enjoys travelling and hiking.
Ginger Shimp, Senior Marketing Director, SAP, is an award-winning marketeer with 25+ years’ B2B experience. Since 2004, she has helped companies in myriad industries run better by telling not only the SAP story but the stories of its customers—and their customers. Developing content, engaging channels, deploying tactics to educate, stimulate interest, and drive demand: Marketing isn’t just what she does, it’s who she is! Right now, technology is changing faster today than it ever has, yet slower than it ever will, and at SAP, we don’t just sell software, we improve people’s lives. SAP customers represent 98% of the top 100 most valued brands in the world, producing more than 79% of the world’s chocolate, 77% of the world’s beer, and 85% of the world’s pet food. That’s an awesome responsibility, a humbling privilege, and one heck of an exciting journey.
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.
As a veteran business and marketing strategist, John has helped companies large and small achieve their marketing goals. His deep expertise across a variety of markets has allowed him to help clients develop effective integrated marketing programs and omni-channel customer communications. As President of HBT Marketing, John is responsible for the agency’s strategic vision and growth, and works regularly with leading marketers to help them achieve measurable results. Known for his laconic style John has been delighting audiences with stories, leaving them with ideas that matter.
Dan Tensfeldt is a seasoned Business Development leader with more than 10+ years’ experience in financial services industry. His focus on building strategic partnerships, transformative product initiatives and revenue growth opportunities has defined his career. Dan currently serves as Senior Vice President of Business Development at LightStream, the online consumer lending division of Truist Bank, and previously held roles at Esurance and Prosper Marketplace.
Ryan is the Director of Sales and Marketing of Contact Center Compliance. He has been part of the Contact Center Compliance organization since 2004 with a total combined 20-year tenure in the contact center industry. Ryan is an expert in State and Federal telemarketing and privacy regulations as well as contact center data and CallerID technologies. Before joining Contact Center Compliance, Ryan was the VP of Sales for a contact center lead gen platform. He currently serves as the moderator for the Contact Center Compliance Officers Forum on LinkedIn.
Matt 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 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 is an Industry Director in Google’s Large Customer Sales organization. Seth has held a variety of sales leadership positions in his 15 years with Google, and has worked across numerous advertiser categories and business models including Careers, Home Services, Retail, CPG, and Telecom.
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.
Dale Vermillion is one of the foremost leaders of the mortgage industry. For over 20 years he has been sought after internationally as a trainer, speaker and consultant. He has trained over a 1,000,000 mortgage professionals representing over 450 lenders. He is a national consumer advocate, having authored “Navigating the Mortgage Maze” and has been featured national media including FoxBusiness and countless radio programs around the nation. Dale also founded Mortgage Professionals Providing Hope, a for purpose, not-for-profit charity to provide financial assistance to the needy both in the U.S. and abroad. He is married 25 years and he and his wife have raised 4 grown children.
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.