Moderator:  Buyer's Summit: Managing Your Lead Purchases to Success

Will Adams is the Vice President of Sales at LendingTree. Will manages Account Managers within the mortgage vertical who consult lending partners on improving lead conversion.

Will has 22 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:  Partnership Marketing Workshop Session 3: In Sickness and In Health--Managing Ri

Alex leads strategic marketing initiatives, web property development, and testing and implementing our web and CRM analytics. Alex began his career managing nonprofit fundraising paid search campaigns, one of which raised more than $1 million for relief in the aftermath of the Haiti earthquake.

Since then, he's worked with a variety of clients on paid and organic search, email, display, and social media campaigns. Working with budgets ranging up to $10 million, he's proven a track record of maximizing return on media spend. Prior to Spring Venture Group, Alex worked for advertising agencies in the Washington DC and Kansas City areas. He attended Tufts University for undergraduate and Boston University for graduate studies.

Moderator:  Buyer's Summit: Managing Your Lead Purchases to Success

John Alsop is an insurance agency owner with five traditional Allstate locations and an Allstate Premier Benefits Agency. He is an Allstate Hall of Fame recipient and a top 1% producer for 20 years. His vision is to bring trusted advisor to life by providing quality advice and caring. His agencies are process driven, use current technology and provide solutions based on customer needs. John has attended Leadscon for 6 years.

Moderator:  The Homeowner Expectation: Satisfying the Needs of Today’s Home Services Leads
Moderator:  Marketing to and Working with the Millennial Generation

Jason oversees business development & partnerships for HomeExpert where he is responsible for driving strategic growth through partner channels, working closely with new lead-gen technologies and affiliate partners. Jason’s ability to approach tasks, problems and ultimately make decisions with a data-centric vision has garnered him much success throughout his career.

Moderator:  Buying & Selling: The 2018 Mortgage Marketing Playbook

Chris Backe is a sales automation expert with more than 20 years of experience offering technology solutions to multiple industries. He has spent the last 10 years in the financial services sector at industry-leading technology companies including Ellie Mae, Velocify and Salesforce.

Moderator:  Get a Second Chance to Make a First Impression with Email Retargeting

Thomas is a seasoned email and eCRM expert, having worked on strategic customer marketing initiatives for the last 8+ years. In his role at BrightWave, he focuses on developing relationships with some of the best brands in the world. Recent client successes include Aflac, Google, LinkedIn, Mattress Firm, Mizuno, NAPA and UPS.
During his career, Thomas has conducted extensive customer marketing research and successfully developed and managed hundreds of B2C and B2B campaigns. From project kick-off through campaign analysis and reporting, he’s overseen email programs for clients such as Aflac, CBeyond, Kimpton Hotels and Restaurants, RaceTrac Petroleum, O’Charley’s Inc. and Steelcase Furniture.
Before joining BrightWave, Thomas specialized in CRM and email related strategic and tactical marketing efforts at rDialogue, an Atlanta-based loyalty and customer marketing consulting firm. Barnhart is a native of Atlanta and graduate of University of North Carolina Wilmington.

Moderator:  Buying & Selling: The 2018 Mortgage Marketing Playbook

A leader with more than a decade of combined mortgage and direct marketing experience, Raymond Bartreau is Senior Vice President of Mortgage Partnerships at Best Rate Referrals, an award-winning firm generating high-quality mortgage leads as well as driving inbound calls to mortgage lenders. Best Rate Referrals has a long history of connecting high-intent consumers with a diverse network of lenders for variety of financing products including, home purchase, HARP, VA loans, FHA, cash-out, 203K, USDA, Conventional, Reverse Mortgage, ARM, Fannie Mae, Freddie Mac, First-Time Homebuyer, Jumbo, Debt Consolidation and more. Raymond oversees the development of high-performance and sustainable customer acquisition solutions offered to a variety of mortgage lenders.

Moderator:  Creation Coalition: How a Powerhouse Brand Built its Own Acquisition Ecosystem
Moderator:  Partnership Marketing Workshop Session 1: The Power of Three--Aligning Advertise
Moderator:  Partnership Marketing Workshop Session 5: Hidden in Plain Sight--How a Secondary
Moderator:  Partnership Marketing Workshop: Win, Win, Win with Strategic Partnerships

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.

Moderator:  Insurance Lead Gen: Unlock Lead Potential and Avoid TLS

Kathleen Berthet has been with Farmers for twelve years with experience in Distribution, Sales and Enterprise Marketing. Currently Kathleen is the Sr. Finance Manager of Agency Marketing at Farmers Insurance. Kathleen also manages the lead aggregator program available to agents. Kathleen has a BA in Business with an emphasis in Finance from California State University Northridge.

Moderator:  Partnership Marketing Workshop Session 2: From Likes to Leads--Leveraging Facebo

Sam loves people, and his vocation -- which he uses to monetize his other passions. Sam embodies the extraordinarily rare blend of success and humility, while somehow getting more done during an average week than most would deem possible for a year. From a business standpoint, he makes it rain, and delivers results. Self-taught on social and big data, he has learned what works and what sucks. Sam was the VP of Advertising Sales at Beliefnet, and Outreach Media—and now is the founder at WD Social.

Moderator:  Optimizing Your Content: Demonstrating Tangible ROI by Analyzing Real-World Digi

Joe Bockerstette is the Managing Partner of Business Enterprise Mapping in Phoenix AZ., a professional services firm delivering transformative workflow improvement. He has more than 30 years experience as a CEO, business consultant, and private equity/angel investor. Joe was previously a Partner with PricewaterhouseCoopers, co-founded a private equity firm, Equity Management Group and was the first Managing Partner of the Main Street Venture Fund, an angel pledge fund in Indiana. Joe holds a BS degree in Engineering from the University of Cincinnati, and an MBA from Xavier University. He has served as a director on a variety of public, private and non-profit boards and has co-authored two books, Attracting an Angel, How to Get Money From Business Angels and Why Most Entrepreneurs Don't and Time Based Manufacturing.

Moderator:  Seller's Summit: Paradigm Shift - Signal Is the New Lead

Jeremy Bowling is a seasoned sales manager, driving contact-center operations, business development, portfolio retention and lead generation for Union Home Mortgage Corp.’s Consumer Direct channel. After spending over a decade with Thomasville and Quicken Loans, Jeremy knows how to connect with customers to motivate sales. That expertise has been steering UHM’s Consumer Direct channel since its inception in 2015. UHM is a premier Independent Mortgage Bank based in Strongsville, OH, operating via Retail, Wholesale and Consumer-Direct channels in over 150 branches throughout 34 states.

Moderator:  Ladies Who Don’t “Lunch” Luncheon: Navigating the Workplace as a Woman

Linda has been in the Direct Marketing business for over 30 years. After holding senior management roles in many of the larger companies in the industry, she saw the need for a more “boutique” type agency that could provide customized marketing strategies and solutions tailored for each client and their brand. In 2003 Linda founded Key Marketing Advantage (KMA), an agency that provides marketing solutions of customized online/offline Marketing & Analytic services for CRM & Customer Acquisition and develops in house proprietary Consumer & Business data assets. Other client offerings include lead generation, email & multi-channel marketing campaigns and client specific B2B and B2C customer cross-sell, reactivation and acquisition programs. KMA is proud to be involved with the Marketing intern programs of several of Connecticut’s Colleges and Universities and Linda has enjoyed mentoring a number of the Marketing students from the program personally.

Moderator:  The Great Clips Customer Journey: Consumer Engagement through Smarter Data Analy

Heather Briggs has worked at Great Clips for over 15 years and served in a variety of marketing positions, most recently the Sr. Director of Marketing Planning. During her tenure, the company grew from 1800 salons to over 4200 salons owned by more than 1200 franchisees in an all-franchise business. Heather has directed the Customer Journey one-to-one marketing program from inception that has revolutionized the way Great Clips franchisees use data and market to consumers. Heather manages a $70 million plus annual ad budget that is dispersed between national and local marketing. Heather holds a BA degree from the University of Minnesota and a MBA from Hamline University.

Moderator:  27 Actionable Marketing Tips, Tricks and Tools that Will Make Your Campaigns Mor

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.

Moderator:  The Homeowner Expectation: Satisfying the Needs of Today’s Home Services Leads

Chris has held numerous positions in product, strategy, business development and general management during his two-decade-long career, and has worked in multiple lead generation verticals, including automotive, real estate and home services. Prior to joining CraftJack, a wholly-owned subsidiary of HomeAdvisor, as General Manager in 2015, Chris was head of product and strategic development for Apartments.com and previously worked as Group Product Manager of Dealer Products at Cars.com.

Moderator:  LendingTree Innovation Challenge

Stephen is a serial entrepreneur; deep experience in mobile, enterprise SaaS, digital transformation, and real estate/mortgage. Beyond start-ups, he built enterprise software for 10% of the Fortune 500 with Deloitte. During graduate studies at Columbia Business School and University of California Berkeley - he concentrated on both real estate finance and entrepreneurship. In parallel, he has 20 years experience investing in real estate. Stephen is currently re-imagining the mortgage process with StreamLoan. He loves snowboarding and resides in San Francisco.

Moderator:  Partnership Marketing Workshop Session 1: The Power of Three--Aligning Advertise

Marc serves as the CEO of Plymouth Rock’s latest entrepreneurial endeavor – the build out of a national insurance brokerage firm, named InsuraMatch. Offering consumers a personalized and differentiated shopping experience, InsuraMatch brings good old fashion advice and consultation to consumers through a modern, digital platform.

Prior to his current role, Marc was the President of Plymouth Rock’s Direct Channel business, growing that channel to $90 million in five years. He also served as President of Teachers Insurance Company of New Jersey, another subsidiary of Plymouth Rock, focusing exclusively on serving the education marketplace.
Marc is a graduate of Rutgers University with a bachelor's degree in political science.

Moderator:  Why Leads Convert: Research on High Quality Conversions

Zac Carman is CEO of ConsumerAffairs, a platform for purchasing advice delivered through user reviews, consumer news, and expert resources. The company’s B2B offering, ConsumerAffairs for Brands, helps brands solve two key problems: Building and maintaining a trusted brand reputation and sourcing high-conversion leads. Prior to purchasing ConsumerAffairs, Zac was Entrepreneur in Residence at Mainsail Partners, a private equity firm in San Francisco. Earlier roles at Mainsail include Senior Associate and Associate. Additional previous positions included roles of increasing responsibility in engineering and sales at IBM and Hitachi.

Moderator:  LendingTree Innovation Challenge

Matt Coffin is an active investor and was the founder and CEO of LowerMyBills.com – a top ten digital advertiser. Through his investment firm and as a board member, Matt has been involved in over $1B in monetized startups, which include more than 45 early and late stage digital media and internet based companies across gaming, video, mobile, ecommerce, ad tech, and healthcare marketplaces. Matt was awarded the Ernst & Young Entrepreneur of the Year Award in 2007.

Moderator:  LendingTree Innovation Challenge

Alex Cohen is the co-founder and CEO of Birch. Prior to Birch, Alex was VP of Partnerships at SharpSpring, a marketing automation startup which was acquired by SMTP. Alex also spent time at JP Morgan Chase as a business analyst and has a passion for credit and payments. Alex graduated the University of Florida in 2015 with two bachelor degrees in Finance and Information System.

Moderator:  IdeaShare – Let’s Talk Compliance: Giving People What They Want
Moderator:  How to Avoid Lawyers and Other Problems (TCPA, etc.)

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.

Moderator:  Make It All About Them: Personalization Drives Stronger Lead Generation

Daryl Colwell is a Senior Vice President at Fluent, where he helps clients effectively target and acquire their most valuable customers. Fluent is an acquisition platform that uses first party data to connect brands and advertisers with a pre-qualified and engaged audience. Utilizing its proprietary survey platform and vast network of sites, Fluent delivers scalable solutions across various messaging channels. Colwell is a well-known industry thought leader and frequent speaker at industry conferences including Affiliate Summit, LeadsCon, Search Marketing Expo, OMMA Global, and PubCon.

Moderator:  LendingTree Innovation Challenge

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.

Moderator:  IdeaShare – Let’s Talk Data & Customer Insights: Sharing Evolving Data Uses, Tre

Lauren Dickstein joined Jornaya (then LeadiD) in July 2012 to manage strategic client relationships and provide best-in-class service to the company’s growing customer base. Prior to joining Jornaya, Lauren was the Director of Client Strategy at Ampush Media in San Francisco. As an early employee at Ampush, Lauren helped build the lead generation business, working closely with clients in the EDU vertical.

Moderator:  The Great Clips Customer Journey: Consumer Engagement through Smarter Data Analy

Mr. Donaldson co-founded the Stone Arch Bridge Group in 2007 with the primary business focus of leveraging our client’s customer transaction information to organically and profitably grow our client’s business. In 2016, SABGRP launched Journey 121 which is a SaaS business solution that executes multi-channel 1:1 marketing programs with built in test/control campaign performance reporting that allows for continuous campaign improvement. The customer/prospect Journey programs designed for Great Clips and executed through the Journey 121 Platform received a Silver ECHO award in 2017 in the retail category. Previously, Mr. Donaldson was Senior Vice President for the Carlson Marketing Group Strategic

Moderator:  Seller's Summit: Insider Secrets for Generating New and Profitable Revenue Strea

Tim started SoftVu in 1999 with the vision to help companies streamline business processes using enhanced forms of communication. The vision still stands strong many years later with the clarity of focus directed at marketing automation and database marketing for the B2C - high cost of acquisition industries (consumer banking and mortgage lending).

In 2016, a second platform, SeniorVu, was rolled out to help senior living communities. The passion behind this side of the business was spawned from a personal family experience. The SeniorVu platform takes the direct-to-consumer marketing a step further by using big data, marketing automation, digital marketing expertise, on-call Family Advocates, warm-hot lead transfer to client communities.

Moderator:  EDU Lead Gen – The Next Gen

Esther Duong is the Senior Director of Marketing at International Education Corporation, where she currently oversees and manages strategic marketing initiatives, operations, lead generation and advertising. Prior to joining IEC, Esther spent 6 years with Zenith Education Group (formerly known as Corinthian Colleges, Inc.) driving growth through affiliate partnerships and advertising to support 100+ campuses across 8 brands. She has also worked at Google as a Strategist for various verticals including Education, Tech, Retail, Health and Finance. Her prior Media Agency experience led her to develop and implement marketing plans for Paramount, Toshiba, Pacific Life, KFC Franchises and others.

Moderator:  Content Marketing Workshop: How to Create & Amplify Content that Converts
Moderator:  Optimizing Your Content: Demonstrating Tangible ROI by Analyzing Real-World Digi

Drew Eastmead is Director of Coaching & Training at Vertical Measures, a digital marketing agency in Phoenix. Drew has 13 years of digital experience, including 10 in New York City, where he managed several large-scale websites. Today, he arms clients with the latest online marketing knowledge and skills to compete in the digital space. His expertise includes digital strategy, content marketing, SEO, and user experience. Drew enjoys playing sports (especially tennis), and he and his wife rescue senior dogs on a regular basis.

Moderator:  Buyer's Summit: Managing Your Lead Purchases to Success

Mike Eshelman is the Head of Consumer Finance at Jornaya, the leading provider of consumer journey behavioral data and TCPA proof of consent. With over 14 years of experience in consumer finance, Mike has extensive knowledge in lead generation, lead management, and leveraging data sets to deliver desired results in the Mortgage and Personal Loans industries. The National Mortgage Professional Magazine named him one of the most influential mortgage professionals to watch in 2018 and is a contributor to Forbes.com as a member of the Forbes Finance Council.

Moderator:  LendingTree Innovation Challenge

Jordan serves are Chief Brand Officer for Comped Marketing. Jordan previously worked as a brand ambassador with REVIVE Brand Co., a successful backpack manufacturer and creators of the Game Bag, has Also active in entertainment, over the past three years, he has been involved with more than 500 events featuring local to international entertainers and brands in several venues across Downtown Las Vegas as well as on the famed Las Vegas Strip. Jordan’s unique background and experience in entertainment offers a fresh dynamic to the voice of the company.

Moderator:  Buying & Selling: The 2018 Mortgage Marketing Playbook

As the General Manager of Mortech, Mr. Foral drives business strategy, product, and employee development for Zillow Group’s Mortech brand. He identifies new business initiatives with complementing mortgage technology companies and manages the direction of Mortech’s current product line. He is also responsible for working closely with Zillow Group’s mortgage division to capitalize on product synergies.

Prior to becoming General Manager, Mr. Foral contributed as a national sales executive, Vice President of Sales, and Director of Operations for Mortech.

Moderator:  Delivering High Quality Leads in Today's On-Demand Economy

Matt Gabrielson is a senior executive who has built a solid reputation for driving innovative product strategies. His distinctive advantage is bridging business and technical capabilities together to push beyond boundaries and achieve breakthrough innovation while consistently delivering results. Matt’s skills include effectively analyzing complex business, technical, and operational issues while balancing strategic goals and tactical directives that allows him to serve as a “roll up my sleeves” leader and wearer of many hats.

Moderator:  LendingTree Innovation Challenge

Peter is responsible for originating and evaluating investment opportunities in the media, Internet, software, and business and consumer services sectors. Peter serves on the board of directors of YogaWorks, The Shade Store, Educaedu, SheKnows Media, PuppySpot, CliqStudios, The RealReal and Sugarfina.
Prior to joining Great Hill Partners, Peter was a vice president at J.P. Morgan, where he led J.P. Morgan’s East Coast Internet & Digital Media coverage effort. Previously, Peter served as J.P.Morgan’s head of client strategy for its Americas investment banking business.
Peter earned a degree in history and literature from Harvard College, where he graduated cum laude.

Moderator:  4 Top Secrets to Printing Money from Your Hard-Earned Leads (a Case Study with E

Gary Gerber is Senior Director and Head of Product Marketing at Conversica, provider of the first lead conversion software with an artificial intelligence persona that engages prospects in natural, two-way email conversations, qualifying every single inbound lead before handoff to Sales. An in-demand speaker and presenter, Mr. Gerber has headed Product Marketing, Development, and Innovation across multiple industries and continents, and is inventor of record on seven international patents.

Moderator:  Seller's Summit: TCPA Industry Alert!

Terance Gonsalves is a partner and distinguished litigator at the international law firm of Steptoe & Johnson LLP. He has tried more than 20 jury trials to verdict. He handles complex litigation, arbitrations, and mediations with his client’s business interests at the forefront. He is an authority on the Telephone Consumer Protection Act (TCPA), and has defended numerous TCPA class actions and individual claims in jurisdictions across the country. He routinely partners with clients to ensure compliance with the TCPA, including advising clients with issues related to lead generation. Tery frequently presents on the TCPA, discussing risk mitigation and compliance.

Moderator:  LendingTree Innovation Challenge

Chris Gough is a Managing Director and member of the Management Committee at GCA, a global technology investment bank. Chris has over 14 years of M&A and capital raise advisory experience in the technology sector with a primary focus on advising growth businesses in the software, media, marketplace and performance marketing sectors. Chris has advised on numerous transactions in the performance marketing, software and customer acquisition management sectors, including Commissions, Inc.’s sale to Fidelity National Financial, All Web Leads’ sale to Genstar Capital, ZipRealty’s sale to Realogy and InsWeb’s sale to Bankrate.

Moderator:  Marketing to and Working with the Millennial Generation
Moderator:  How Two Successful Financial Services Publishers Earned the Respect of the Mille

Dan Green is an expert in content creation and user experience. He's the founder of Growella (https://growella.com), a destination website for personal finance education that uses original video, written articles, and interactive tools to connect with its readers . Prior to Growella, he founded The Mortgage Reports, which was later acquired.

Moderator:  Insurance Lead Gen: Unlock Lead Potential and Avoid TLS

A self-confessed insurance lead geek – Stephen Guerra is responsible for managing solutions that enable insurance carriers to identify, attract and retain the most valuable policyholders. As Director, Product Management at LexisNexis Risk Solutions, Stephen manages acquisition and retention solutions designed specifically for insurance marketers, helping them to refine their programs and bring the power of automated, big-data solutions to the unique world of insurance. A recognized expert in the dynamic world of marketing automation and digital marketing, Stephen has advised clients; from small non-profits to Fortune 500 companies; on best practice and innovative techniques to optimize marketing programs. Stephen has aided many organizations in achieving stellar engagement rates and has guided clients, in both B2C and B2B arenas, to digital marketing success in a variety of industries including insurance, retail, financial, entertainment, and transportation.

Moderator:  The Great Clips Customer Journey: Consumer Engagement through Smarter Data Analy

Ajay Gupta, founder and CEO, started Stirista in an apartment in San Francisco. After a few short years, Stirista now calls upon its clients the largest healthcare insurance provider in the world, the biggest telecommunication company in the US, and some of the most prestigious universities in the country. Stirista’s revenue has grown by at least double-digits percentage growth for each of its five years, and its client retention rate is an astounding 95%.

Moderator:  Keynote: Using People-Based Measurement for Real Business Outcomes with Manish G

Manish Gupta is a Vertical Measurement Lead at Facebook. His team helps clients in the Entertainment, Gaming, Technology and Telecom verticals to improve their business outcomes through measurement. Some of the clients that Manish’s team works on include Netflix, Microsoft, Supercell, Disney and T-Mobile. Manish area of focus is helping his clients leverage measurement tools across the funnel from driving awareness to sales. Manish has been focused on building lower funnel closed loop measurement solutions for clients in industries which have traditionally not had the same access to business outcomes as their DR counterparts. Prior to Facebook, Manish has worked in similar roles at companies such as Google and Twitter.

Moderator:  Buying & Selling: The 2018 Mortgage Marketing Playbook

Moderator:  Small Data: The Key to Call Tracking and Cracking the Code of Offline Conversion

Co-founder and CEO of Advocado, Brian is a proven entrepreneur with a passion for expanding the intersection of technology and communication. He is a true innovator and has been a founder or co-founder of multiple startups. His talent to see “beyond the known” and identify the real opportunity has resulted in some of the most creative omni-channel solutions to date and was instrumental in inspiring the vision of Advocado. Brian has over twenty years of experience working leading companies such as TD Ameritrade, ADP, Walmart, WPP and major health insurance companies.

Moderator:  Why SMS is the Newest Rising Star in Sales

Nick has served as senior vice president of Consumer Strategy since November 2017, having joined the team when Ellie Mae acquired Velocify. In nine years at Velocify, Nick recently served as president and chief executive officer, and previously as chief revenue officer, head of sales, and senior vice president of strategy.
Prior to Velocify, Nick was at Bain and Company, a venture capitalist, and also founded a successful United Kingdom-based internet trading platform for soft commodities.
Nick holds an MBA with Distinction from Harvard Business School, where he was a Fulbright Scholar.

Moderator:  Get a Second Chance to Make a First Impression with Email Retargeting

Mr. Hogan was the chief operating officer and a co-founder of LifeScript. He was responsible for the Company’s marketing, business development, data strategies, lead generation, e-commerce, and advertising sales efforts. Under Mr. Hogan’s direction, LifeScript.com became one of the most visited health publications on the web attracting over 25 MM monthly visitors. He successful launched the Company’s lead generation division, LifeScript Advantage, which became one of the largest performance marketing platforms in the industry. Lastly, he assisted in building the largest digital health and database marketing platform on the internet.

Moderator:  Minesweeper Strategy = Innovation with Lead Gen Growth

Moderator:  Buying & Selling: The 2018 Mortgage Marketing Playbook

Todd Jones is the President of Retail Mortgage at BBMC Mortgage based in Chicago, IL. Jones joined BBMC in 2013, and has since helped thousands of customers across the country, as well as VA-eligible borrowers, take steps towards homeownership, thanks to his knowledge of the program and willingness to tackle any and all industry misconceptions.

Prior to joining BBMC, Jones attended the prestigious United States Military Academy at West Point. Following his graduation from West Point in 1994, Jones went on to serve our country in uniform as a member of the U.S. Army, earning the rank of “Captain,” where he served until 1999. While enlisted, Jones deployed to Bosnia on two separate tours as a Field Artillery Officer during Operation Joint Endeavour.

Moderator:  IdeaShare – Let’s Talk Best Lead Tactics: How to Maximize Your Lead Gen Efforts

Erik Josowitz is the Senior Vice President of Technology & Strategy at All Web Leads (AWL), responsible for technology development, product strategy, online operations and business intelligence. AWL is the premier customer acquisition marketing company for the U.S. insurance industry. Prior to joining All Web Leads in 2008 he held senior Marketing positions at public and private technology companies. He holds a Bachelor of Architecture from the University of Texas at Austin.

Moderator:  Ladies Who Don’t “Lunch” Luncheon: Navigating the Workplace as a Woman

Jane founded Eclipse DM in 2003. Jane continually strives to fulfill the company’s vision in the ever-evolving direct marketing landscape. Today she oversees all company marketing initiatives in addition to managing her client’s budgets and overall strategy for their direct marketing efforts. Jane brings over 20 years of experience in direct marketing online and offline for some of the largest brands in ecommerce, retail, technology, communications, healthcare and insurance. Prior to Eclipse DM, Jane worked with companies such as InfoUSA, Doubleclick, Impower and Novus Marketing.

Moderator:  Buyer's Summit: The Secret Sauce to Carrier Compliance and Scaled Text Campaigns

Richard is Ytel’s Director of Carrier Relations and provides extensive carrier knowledge and compliance expertise to the team. With over 20 years in the telecommunications industry, his experience and leadership are invaluable. Richard takes pride in developing new and compliant technologies to help businesses communicate. Prior to joining Ytel, he founded and operated Access Tandem, Inc., BTB Telecom, Legacy Communications, Inc., and Total Access Communications.

Moderator:  Less Leads, More Lifetime Value: Think Like a Digital Economist

Katy Keim is the Chief Executive Officer of LQ Digital and leads the strategic growth and operational excellence of the company. Prior to LQ, Katy served as CMO of Lithium Technologies, a leading community and social platform sold to digital marketers. Previous experience includes Executive Vice President of Marketing at ServiceSource and Vice President of Ecommerce at Intraware. Katy began her career at Bank of America, in the Technology Finance Group focused on funding emerging companies. Katy holds an MBA from the Kellogg Graduate School of Management and an undergraduate degree in history from the University of Virginia.

Moderator:  IdeaShare – Let’s Talk Data & Customer Insights: Sharing Evolving Data Uses, Tre

With 10 years of sales experience under her belt, Karis Koehn is considered one of the biggest client champions in the mortgage industry. Her natural ability to problem-solve and build relationships comes from listening for signals from her clients to know when they need to pivot to stay in front of market changes to facilitate growth.

Moderator:  LendingTree Innovation Challenge

Dmitri Kozhevnikov is a founder and CEO of SalesRep.ai, a multi-channel technology that helps companies connect with their leads on autopilot. He first co-founded Bouncehelp a marketing tool suite for websites to increase conversions. Dmitri was accepted into Alchemist Accelerator, a platinum tech accelerator in San Francisco. Inspired by the power of AI and by learning real business problems of Bouncehelp customers, he found an opportunity to utilize the technology to solve those problems of connection.

Prior to that, he founded and built the #1 online yoga school/portal in Russia, dayoga.ru and co-founded Wild Wild World Wide Expeditions that built custom experiences and projects for large organizations (including Toyota, North Face, Diageo). Dmitri has over 15 years experience in technology.

Dmitri likes creating some extreme experiences like hiking in the Arctic, jet skiing in the gulf stream, and active sports like kitesurfing, surfing, snowboarding.

Moderator:  EDU Lead Gen – The Next Gen

Joe Laskowski brings over 25 years of Executive level marketing experience to Higher Ed Growth, with proven success in creating and leading world-class organizations. Mr. Laskowski has held Vice President positions with two education-focused internet marketing startups and co-founded Take the Lead Media Inc. in early 2011. He also served as Vice President for H&R Block for 9 years, managing B to C financial services with operations in 3 countries.

Moderator:  LendingTree Innovation Challenge

After experiencing the frustrations and complexities of getting his first mortgage, Doug Lebda envisioned a way to empower consumers in the loan process where banks compete for the customers' business. In 1996, Doug founded LendingTree which revolutionized how consumers shop for loans and how lenders reach new customers.

After launching nationally in July 1998, Doug led LendingTree through a successful IPO in 2000, through the dot-com meltdown of 2001 and a successful sale to IAC/InterActiveCorp in 2003. From 2005 to 2008, Doug served as IAC's President and Chief Operating Officer, and in 2008, joined the newly formed Tree.com (now rebranded as LendingTree) as it spun out from IAC as a separate public company.

Before founding LendingTree, Doug worked as an auditor and consultant for PriceWaterhouseCoopers after receiving his Bachelor's degree from Bucknell University.

Moderator:  Marketing to and Working with the Millennial Generation

As the Industry Development Manager at Mortech, a Zillow Group business, Mr. Lehr evaluates and oversees relationships with mortgage technology partners for Mortech and Zillow Group Mortgages. For the past 5 years, Josh has been involved in many phases of the Mortech business including API implementations, compliance, product management and opportunity assessment. Prior to joining Mortech, Josh worked as a developer and project manager for a top 10 Visa card issuer working to implement new hardware and software solutions such as SMS messaging, CRM, IVR, and credit approval automation.

Moderator:  Buyer's Summit: The 2018 Regulatory Landscape
Moderator:  IdeaShare – Let’s Talk Compliance: Giving People What They Want

Moderator:  Small Data: The Key to Call Tracking and Cracking the Code of Offline Conversion

Jeff is an entrepreneur and inspirational leader with an emphasis on strategy, fundraising and operations, as well as being an attorney. Jeff has a wealth of entrepreneurial, legal, financial and operational experience. With 17 years of entrepreneurial and private practice legal experience, Jeff has successfully founded/co-founded 4 businesses as well as having legally represented companies from fortune 500 on down. Jeff has spent the last 5 years in the SaaS space, with an emphasis on advertising and marketing technologies.

Moderator:  Ladies Who Don’t “Lunch” Luncheon: Navigating the Workplace as a Woman

Moderator:  Less Leads, More Lifetime Value: Think Like a Digital Economist

Christina Martin currently serves as the Executive Director of Marketing for USAA’s Real Estate team, supporting the home loans products and the member benefit, the USAA Real Estate Rewards Network. Christina has an MBA from the University of Texas at Dallas and a BSBA from the University of Central Florida.

Moderator:  Everyday Behavioral Science for Conversion Optimization
Moderator:  SEO + CRO Workshop: A Framework to Increase Revenue

Brian Massey is the founder of Conversion Sciences LLC and author of the book Your Customer Creation Equation. An online marketing expert focused on the science of turning web traffic into leads and sales, his rare combination of interests and experience was developed over 25 years as a computer programmer, entrepreneur, corporate marketer, international speaker, and writer.

Moderator:  Crunching the Data: Projection Modeling and Forecasting

Darryl Mattox currently serves as president and COO of Gragg Advertising. During Darryl’s tenure, Gragg Advertising has experienced historic growth. Between 2009 and 2011 Gragg Advertising revenue grew by 138%. With more than 20 years of national advertising experience, Darryl has worked with a variety of clients including Argosy University, Brown Mackie College, and Keiser University. Darryl’s wide range of expertise is pivotal in his duties as liaison between Gragg Advertising’s media, creative, account service, and interactive departments.

Moderator:  How to Avoid Lawyers and Other Problems (TCPA, etc.)

Lauri Mazzuchetti, co-founded Kelley Drye & Warren’s Telephone Consumer Protection Act/TCPA practice to provide counsel to companies who need experienced attorneys in the complicated patchwork of laws, regulations and legal precedents governing telemarketing, litigation and compliance. She is lead counsel in several pending key TCPA /Telemarketing Sales Rule cases. She has defended dozens of TCPA litigations, including “bet the company” class action cases and government-plaintiff suits.

She is a member of Kelley Drye’s executive committee and the former managing partner of the firm’s New Jersey office.

Moderator:  Make It All About Them: Personalization Drives Stronger Lead Generation

Debbie is an integrated marketing leader with significant accomplishments from both the corporate marketing and agency perspectives. As CMO for Oasis Financial, Debbie oversees all marketing efforts from branding, performance marketing to B2B attorney marketing. Prior to joining Oasis, Debbie spent 5 years in higher education with her last position as VP of Marketing at Western International University (Apollo Education Group) reinventing the education offering, the brand and customer acquisition efforts.

Previously, Debbie spent over 20 years in various marketing/advertising agencies developing and implementing strategic marketing and communication plans for Fortune 500 brands including Sears, The Great Indoors, and State Farm Insurance. Debbie is a native Bostonian who began her career at Fidelity Investments as an Associate Product Manager in the Annuity and Life Division.

Moderator:  SEO + CRO Workshop: A Framework to Increase Revenue
Moderator:  Don’t Trade Babe Ruth: 5 Pitfalls to Avoid in Digital Marketing

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.

Moderator:  Insurance Lead Gen: Unlock Lead Potential and Avoid TLS

Michael Musselman works in the Independent Agent and Direct Marketing divisions of American National Insurance Company. He leads a team of marketing/business analysts along with driving life insurance leads to an internal sales call center. He’s a graduate of the University of Texas at Austin. An actuary by trade, Michael holds the FSA and CERA designations in the Society of Actuaries. His current professional passions are accelerated life underwriting, sales management, and behavioral economics.

Moderator:  Creation Coalition: How a Powerhouse Brand Built its Own Acquisition Ecosystem

Todd Nelson is SVP Strategic Partnerships for LightStream.com, an online lending division of SunTrust Bank. Todd and the Partnerships team manage 70+ Strategic Marketing Partnerships and 900 Affiliates.

With 25+ years marketing experience in consumer lending, Todd has been at the forefront of the FinTech industry before “FinTech” was defined. He has led marketing departments and partnership programs for Truist Bank, Lending Club, Capital One, FirstUSA, Car Finance Capital, Bank One and several other companies. At Lending Club he built and grew their strategic partnership business. At Capital One Auto Finance he managed a team of 40 Marketing professionals, responsible for $3B+ in annual loan originations. He was one of the first marketers of Co-Brand credit cards at First USA, where they successfully launched credit card programs for AOL, Southwest Airlines and dozens of other card products. Additionally, he has worked extensively in some of the earliest FinTech companies as well as startups; building on- and offline marketing channels, strategic partnerships, direct marketing and business development functions.

Todd holds a BA from the Walter Cronkite School of Journalism and Mass Communication at Arizona State University and an MBA in Marketing and Finance from the Simon School at the University of Rochester. He is an often-sought speaker and media resource for industry conferences and prestigious publications including the Wall Street Journal, New York Times, Forbes and Bloomberg.

Moderator:  Keynote: How Brands Win Gen Z with Content Marketing with Jason Neubauer, Sprint

Jason Neubauer is one the top influencer marketing professionals in the world according to Forbes, Huff Post, Entrepreneur and others. Jason accepted the award for 2017 internet marketer of the year and best Social Media Campaign Millennial Engagement for Santa Claus Affect by the internet marketing association. Jason is currently Founder and CEO of Santa Claus Affect. The Santa Claus Affect TV trailer broke 20M+ views on Facebook within 45 days with 99.8% positive feedback. Season 1 of the television show is set to be 1B+ homes worldwide Summer 2018.

Jason has built three multimillion-dollar businesses utilizing influencers for brand development. He has personal relationships with over 250 influencers and has collaborated with over 1,000 influencers, more than 30 brands to create authentic influencer content, and has 225k+ engaged Twitter followers. Some of his top influencer campaigns include Helicopter Trampoline for Sprint with Jake Paul, Sprint’s LiveUnlimited campaign and The Santa Claus Affect. Jason is also Co-Founder of Sprint’s Millennial and GenZ division, “Candy Bar.”

Moderator:  4 Top Secrets to Printing Money from Your Hard-Earned Leads (a Case Study with E

Chris Nickel is the Senior Manager, B2B Marketing for Epson America, Inc., where he manages the Advertising, Direct Marketing, Lead Management, Trade Show and Sales Enablement & Training departments. Chris has spent over 25 years working in high tech manufacturing companies such as Gateway, BenQ, ViewSonic to name a few. He has extensive background in Database & Direct Marketing, Lead Management, Analytics and Marketing Automation tools.

Chris has spoken at the DMA and various user conferences.

Moderator:  Partnership Marketing Workshop Session 2: From Likes to Leads--Leveraging Facebo

Sona is currently a Product Growth Manager at Facebook, helping to develop products through partnerships to expand the capabilities and functionalities of Facebook's ad products. She looks to build out partnerships for the ad products that Facebook has designed for its non-digital native clients, including Lead Ads and Store Visits. She works with Facebook product teams and partner product teams to develop unique value for clients with innovative solutions. Prior to Facebook, Sona worked at a marketing tech start-up called BloomReach, which provides SaaS products to retail and E-commerce companies. Before that, Sona was a strategy consultant at Bain & Company. Sona graduated from The Wharton School at the University of Pennsylvania.

Moderator:  Buyer's Summit: Managing Your Lead Purchases to Success

Raj Parekh is the the Vice President of Business Development for Insellerate, a SaaS provider of CRM and lead management solutions for the mortgage industry. Raj joined Insellerate in November of 2016, and has a long history in technology and lead generation. Prior to joining Insellerate, Raj served in key executive positions at LeadPoint and ActiveProspect. He also founded LeadROI, one of the first lead management and sales automation companies, which was acquired by MediaWhiz, now known as the Matomy Media Group. Raj earned his Juris Doctor from the University of Tulsa, and his Bachelors from the University of Kansas.

Moderator:  Insurance Lead Gen: Unlock Lead Potential and Avoid TLS

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:  The Homeowner Expectation: Satisfying the Needs of Today’s Home Services Leads

With 10 years of digital marketing experience, Kristina Plumis joined Porch in 2014 to drive consumer growth and currently serves as their Senior Manager, Consumer Marketing. In her time at Porch, Kristina built their lead generation program and continues to oversee its growth in addition to focusing on expanding new marketing channels. Prior to joining Porch, Kristina developed paid marketing programs at Prep Sportswear, RealNetworks and Marchex.

Moderator:  Ensuring Effective Compliance in Lead Generation

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.

Moderator:  EDU Lead Gen – The Next Gen

Moderator:  How to Avoid Lawyers and Other Problems (TCPA, etc.)

Laurie Poulos is Vice President, General Counsel and Chief Compliance Officer at MG LLC d/b/a TRANZACT, a leading provider of marketing, technology and sales services for some of the nation’s most recognized insurance carriers. She is responsible for all of the Company’s legal and compliance matters. Prior to joining TRANZACT, Laurie served Of Counsel to a large, international law firm. Laurie earned her J.D. from Brooklyn Law School and her B.A. from SUNY Albany.

Moderator:  Partnership Marketing Workshop Session 5: Hidden in Plain Sight--How a Secondary

Craig serves as President & CEO of Boston-based, Motus – a software company serving the needs of mobile workers and their managers. A leader with an affinity for cultivating strong relationships and securing strategic partnerships in order to rapidly scale, he’s an avid proponent of creating a solid culture dedicated to the principles of transparency, communication, and individual responsibility. Craig sits on the board of the charitable organizations Your Grateful Nation and Beat the Streets.

Moderator:  LeadsCon MasterClass with Zeta Global: We Know Your Customers, You Just Don’t Ha

Eric Presbrey is President/GM of Zeta Global's ZX division, focused on building digital audiences and creating new customers for the world's leading brands. Prior to Zeta, Eric managed enterprise sales and client relationships for many large, global brands at Epsilon.

Moderator:  Partnership Marketing Workshop Session 2: From Likes to Leads--Leveraging Facebo

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.

Moderator:  Ladies Who Don’t “Lunch” Luncheon: Navigating the Workplace as a Woman

With more than 25 years’ experience in the direct marketing industry, Susan Rice Rappaport has done it all—from packaged good and catalog marketing, list brokerage, and corporate management—serving the packaged goods, retail, telecommunications, high tech, publishing and nonprofit sectors of the marketplace.



Susan began her career as a brand manager at The Clorox Company, and then became the Director of Catalog Marketing for Eddie Bauer in 1984. She began her own list brokerage firm in 1994, merging it with ALC in 1997.



For 10 years, Susan served as ALC’s President and Chief Operating Officer, providing the vision and energy behind the organization’s drive to excellence that has helped it become the leader in the data marketing field.



Susan and her husband have six children. When not at work, Susan enjoys travel, gourmet cooking and is an avid golfer.

Moderator:  Seller's Summit: TCPA Industry Alert!

Ben Rich is the SVP of Product and Sales for Core Digital Media (CDM) where he is responsible for the product and sales organizations. CDM is one of the largest online advertisers in the United States, generating 130 billion online impressions and delivering 14 million consumer transactions yearly. CDM is known best for the online brands LowerMyBills, PolicyPilot and WalletJoy that focus on financial services along with ClassesUSA, specializing in education.

Moderator:  Buyer's Summit: The Secret Sauce to Carrier Compliance and Scaled Text Campaigns

Ken brings vast software and technology licensing and consulting knowledge and skill to the Ytel team. Ken has represented several public and private Tier 1 software companies in his 30-year legal career. He provides a customer-service approach to both practical and legal challenges for all stakeholders with whom he works. Ken is also published nationally and recognized as a subject-matter expert on software licensing. Further, Ken is one of the architects in the evolving industry SMS compliance initiatives and frequently works closely with government attorneys and private sector attorneys on matters related to governmental and carrier compliance.

Moderator:  Ensuring Effective Compliance in Lead Generation

For the last decade, Jason has enjoyed working as General Counsel for California-based technology companies specializing in online marketing and lead generation. He has been with LeadsMarket.com LLC since 2012 where he serves as GC and Director of Government Relations. He is licensed to practice in California and Idaho and is a member of the United States Supreme Court bar.

Moderator:  How Two Successful Financial Services Publishers Earned the Respect of the Mille

Dubbed "The Millennial Millionaire" by CNBC, Grant Sabatier went from $2.26 to $1 million in 5 years through side hustling and investing. A majority of his experience has been in consulting within the publishing, media, and higher education industries. His clients have included The Wharton School of the Universtiy of Pennsylvania, Chicago Booth, Kaplan Higher Education, National Geographic, and many others.

After reaching financial independence at the age of 30, Grant Founded MillennialMoney.com, where he writes about investing, personal finance, entrepreneurship and co-hosts the Millennial Money Minutes podcast. Grant has been featured in over 100 international media outlets including The Washington Post, National Public Radio, Chicago Tribune, USA Today, Inc. Magazine, Toronto Star, The Sydney Morning Herald, and others. He holds a BA from the University of Chicago and is currently working on a book for Penguin/Random House to be released in 2018.

Moderator:  IdeaShare – Let’s Talk Best Lead Tactics: How to Maximize Your Lead Gen Efforts

As executive vice president of agency services at Digital Media Solutions, Rachel brings more than a decade of experience managing client relationships and multi-channel marketing campaigns. Throughout her career, Rachel has experienced first-hand the challenges that clients are facing and knows how to provide strategic recommendations to combat these issues. When she isn’t feverishly answering emails, Rachel can be found at home entertaining her friends and family with one of her outrageous antipasto platters!

Moderator:  Seller's Summit: Paradigm Shift - Signal Is the New Lead

Eli was an early employee at Jornaya and currently serves as Vice President of Data Strategy. His responsibilities include driving the vision and strategy to grow the company's data assets and developing partnerships that enable new use cases for marketers who leverage Jornaya’s products in their customer acquisition and retention programs. He previously led the enterprise sales and account management team for the Mortgage & Education verticals, and enjoys working closely with customers and partners to uncover new problems that Jornaya’s unique data can solve.

Moderator:  Seller's Summit: TCPA Industry Alert!

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.

Moderator:  Buyer's Summit: Designing Your Marketing, Sales, and Retention Strategy for Toda

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.

Moderator:  Content Marketing Workshop: How to Create & Amplify Content that Converts

Erik Solan, Director of Amplified Content, leads the paid media & content amplification team at Vertical Measures with an integrated approach utilizing all paid media channels to achieve client business objectives. Erik brings 8 years of experience in the digital field with specializations in content amplification, paid search/social strategy, landing page strategy, cross-channel attribution, and marketing automation.

Erik has seen great success improving ROI performance on clients such as Pep Boys, Wyndham Vacation Rentals, PF Chang’s, Panasonic Healthcare, and possesses market vertical experience in Automotive, Healthcare, Restaurant, Fitness, Travel & Hospitality, Finance, Law, and Consumer Packaged Goods. When not attached to his laptop, Erik can be found enjoying life with the fam – camping, smoking meat & tipping ales, and discussing the finer points of science fiction in modern cinema. Tom Waits is his spirit animal.

Moderator:  Seller's Summit: TCPA Industry Alert!
Moderator:  EDU Lead Gen – The Next Gen

Deborah G. Solmor is the General Counsel at TCS Education System, a nonprofit system of colleges advancing student success and community impact. TCS’s affiliates include the Chicago School of Professional Psychology, Saybrook University, Pacific Oaks College and Children’s School, the Santa Barbara & Ventura Colleges of Law, and the Dallas Nursing Institute. In her current role, Deborah leads the legal and compliance functions within this innovative System model and for TCS affiliate partner colleges. Prior to her tenure at TCS, she served as Vice President, Deputy General Counsel of Litigation and Chief Compliance Officer at Career Education Corporation, whose family of institutions includes American InterContinental University and Colorado Technical University. Throughout the course of her seasoned career she has had several in-house and specialty practice engagements including her role as Counsel in the Skadden, Arps, Slate, Meagher & Flom LLP Chicago office. She holds a Juris Doctor from the DePaul University College of Law and a Bachelor of Arts in Economics from Northwestern University.

Moderator:  Partnership Marketing Workshop Session 4: Banking on Partnerships--Exploring a N

Dan Stevens has been a consumer direct mortgage professional since 2003. He has served in various leadership roles at NBKC Bank since 2008, which has a growing mortgage lending division serving all 50 states. Currently, he oversees strategic partnerships and lead acquisition for over 100 loan officers.

Dan’s innovative and forward-thinking approach to business growth has helped to fuel his and NBKC Bank’s success. He is a strong advocate for embracing new technology and better leveraging data to further sales and marketing results. He has been a featured speaker at LeadsCon and Digital Mortgage.

Moderator:  LendingTree Innovation Challenge

Jeff Swaim is the CEO and founder of Influence Technologies. Denver-based Influence is an enterprise tech-enabled services company based on a proprietary interactive video platform called IVX®.

Inspired by over 20 years of digital marketing and managing over $300MM in lead-gen portfolios—Jeff recognized huge gaps in the lead funnel in terms of user experience and use of technology to improve lead capture, conversion, and retention rates.

IVX powers the next generation of content—hyper personalized, emotive, responsive, data-driven, and transactional EXPERIENCES that can be delivered at massive scale to significantly raise the bar in both the user experience and results.

Moderator:  Get a Second Chance to Make a First Impression with Email Retargeting

Craig Swerdloff, an entrepreneur and longtime veteran of the online media industry, founded Traverse, the Hockey Ad Network, and LeadSpend, an email validation service, which he sold to Experian in 2013. He currently serves as CEO/Co-founder of Traverse Data, a platform that generates incremental revenue for publishers, and powers customer acquisition for advertisers. Craig has worked for Return Path and served as chairman of the Interactive Advertising Bureau’s Email Committee. He currently holds posts with the Performance Marketing Association and previously held posts with the Atlanta Interactive Marketing Association and the Direct Marketing Association.

Moderator:  How Two Successful Financial Services Publishers Earned the Respect of the Mille

Philip is a CPA, husband, and father of three. He created PTMoney.com back in 2007, and he founded FinCon, the annual conference for financial media, in 2011. He got rid of debt, learned to live lean, saved his money, and eventually left his unsatisfying corporate career to pursue his entrepreneurial ventures full-time.

Moderator:  Partnership Marketing Workshop Session 4: Banking on Partnerships--Exploring a N

Brian Unruh was a founder of NBKC Bank nearly 20 years ago and currently serves as President, CEO, and Director. He has helped guide NBKC to be a high performer with a strong entrepreneurial spirit. NBKC has a 50 state footprint that specializes in residential mortgage lending as well as small business and consumer services.

Moderator:  Get a Second Chance to Make a First Impression with Email Retargeting

Andrew Westmoreland is the General Manager of DMS Engage at Digital Media Solutions (DMS), an industry leader in the world of customer acquisition and retention that helps clients maximize their digital marketing to beat the competition and accelerate growth. In this role, Andrew leads the in-house owned and operated email product and implementation strategy across the company. Under Andrew’s direction, DMS Engage successfully delivers millions of customized emails each month making it seamless for advertisers in any industry to engage with consumers at the right time and with the right content.

Moderator:  Make It All About Them: Personalization Drives Stronger Lead Generation

John White began his career with Bluegreen in 2013 as a regional manager overseeing lead generation and new business development in the Midwest. In 2015, John was promoted to Assistant Vice President of Marketing where he oversaw national campaign management efforts through digital marketing, internal and external call center relations, and CRM solutions. In 2017, John become Vice President of Sales and Marketing and manages call center sales and sales and marketing operations at Bluegreen resorts in addition to the national lead generation program.

Moderator:  Delivering High Quality Leads in Today's On-Demand Economy

Brian drives the expansion of Infutor’s on-demand data services. A 20-year veteran of the data industry, he works closely with lead aggregators and online publishers and brings significant expertise in consumer identification, lead verification, and data-driven marketing solutions. Previously, Brian served as Sales Director for Neustar, where he was responsible for growing the Technology and Internet sales vertical, working directly with industry leaders Apple, Facebook, Google, Microsoft, and Yahoo. Prior to Neustar, he was a founding member and VP of Sales for Localeze (a subsidiary of TARGUSinfo).