11:00AM — 4:00PM EST
OPENING REMARKS
Trevor Gauthier, CEO at ACES Quality Management
STATE OF THE INDUSTRY
Nick Volpe, EVP at ACES Quality Management
Phil McCall, President at ACES Quality Management
PRODUCT INITIATIVES
Vicki Reinhard, VP of Product at ACES Quality Management
BREAK
COMPLIANCE UPDATES
Amanda Phillips, EVP of Compliance at ACES Quality Management
ACES ENTERPRISE SOLUTION
Nick Volpe, EVP at ACES Quality Management
BREAK
BREAKOUT SESSIONS (SERVICING | ORIGINATION | CONSUMER)
Interactive discussions with ACES subject matter experts
11:00AM — 4:00PM EST
ACES FUNCTIONALITY | ACES CHATBOT & KNOWLEDGE CENTER
Amanda Ball, Trainer & Technical Writer at ACES Quality Management
ACES FUNCTIONALITY | UTILIZING TASKS
Cyndi Clouse, VP of Quality Control at Bay Equity Home Loans
ACES FUNCTIONALITY | VENDOR INTEGRATIONS
Julie Baril, Quality Control Manager at Norcom Bank
Lauren Marlowe, Director of Account Management & Client Oversight at ACES
ACES FUNCTIONALITY | LEVERAGING CALCULATED FIELDS
Ryan Tipton, Implementation Specialist at ACES Quality Management
BREAK
ACES IMAGINED | CALL MONITORING
Savannah Prout, FVP of Quality Control at Fay Financial
Hugo Quintana, AVP Audit System Admin at Fay Financial
ACES IMAGINED | SOCIAL MEDIA MONITORING
Danae McDonnell, Internal Auditor at Mountain West Financial, Inc
ACES IMAGINED | DUE DILIGENCE AUDITS
Todd Krell, Manager Director at CrossCheck Compliance
ACES IMAGINED | ACES FOR CONSUMER & SMALL BUSINESS
Renee Cordrey, Consumer Lending Oversight Manager at Fulton Bank
EXECUTIVE RECAP
Trevor Gauthier, CEO at ACES Quality Management
Q&A SESSION WITH TEAM ACES
Dilbert Gonzalez, VP of Solution Consulting at ACES Quality Management
Garry Manley, AVP of Client Success at ACES Quality Management
ACES REPORT BUILDING WORKSHOP
Sharon Reichhardt, EVP of Operations at ACES Quality Management