ACES Power User Summit Register
ACES Power User Virtual Summit | May 12-13, 2021

AGENDA

The agenda is subject to change.

WEDNESDAY, MAY 12, 2021

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

    Thursday, May 13, 2021

    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

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