2024 SmartCredit Conference

2:00pm - 8:00pm

Registration

Check-in and pick up your badge.

6:00pm - 9:00pm
Hotel Pool

SmartCredit After Dark ๐Ÿพ๐Ÿ’ƒ๐Ÿ˜Ž

We're thrilled to announce our SmartCredit After Dark event taking place on Tuesday, September 10, at the Long Beach Hilton pool. It will surely make a splash, but you won't (this is not a swimming event).

8:00am - 4:00pm

Registration

Check-in and pick up your badge.

8:00am - 9:00am

Breakfast

Breakfast in the Foyer.

9:00am - 9:30am
Steve Reger and Justin Wilson

Welcome Remarks

Welcome to the SmartCredit Conference 2024. Preview to what's to come.

9:30am - 10:10am
Ricardo Soto

Magnetic Marketing: Drawing Organic Leads

Discover strategies to attract high-quality organic leads through powerful, magnetic marketing techniques.

10:15am - 10:55am
Rob Quinones

Fact Finding Mastery

Master the art of Fact Finding in business to quickly pre-qualify customers and identify real buyers within 10 minutes. Save precious time and money by learning how to spot red flags, guide those who can't afford services to DIY, and still profit.

10:55am - 11:05am

Break

11:10am - 11:50am
David Michalek

Increase Your Revenue with DIY

You could be missing out on $5K to $10K or more by not offering a DIY product. But how do you effectively integrate it into your business? Discover how Credit Versio's DIY white label can attract more customers and boost your business revenue.

12:00pm - 1:00pm

Lunch

Lunch will be served in the International 4/5 room.

1:05pm - 1:45pm
Erick Fornos, Jessica Sandoval, and Marco Mercado Jr

Hispanic Panel 1: Lead Gen and Fulfillment for Spanish Speaking Clients

Discover cutting-edge lead generation strategies and fulfillment techniques tailored specifically for Spanish-speaking clients. Join our panel as we explore effective methods to attract, engage, and serve this growing market, ensuring your business thrives in a multilingual landscape. (In English)

1:50pm - 2:30pm
Aldiva Rubacalva

ITIN Insights: Maximizing Business Opportunities

Explore how incorporating ITINs (Individual Taxpayer Identification Numbers) can help you tap into underserved markets and expand your client base. Learn practical strategies for leveraging ITINs to streamline processes.

2:30pm - 2:40pm

Break

2:45pm - 3:25pm
Lamar Hale

AI-Driven Lending: Transforming the Business Landscape

Discover how FinTech is transforming lending. Learn how AI and big data analytics enhance credit scoring and fraud detection, enabling broader financial access for underserved communities, challenging traditional banking and democratizing capital access.

3:30pm - 4:10pm
Javier Chavez

Supercharge your Sales and Marketing in 2025

Prepare to close out the year on a high note and set the stage for your most profitable year yet in 2025. This session will reveal powerful strategies for maximizing year-end opportunities, optimizing your financial performance, and planning for unprecedented growth.

4:20pm - 5:00pm
Sharif Cesar

Social Media Strategies: Turning Likes into Sales

Discover how to harness social media to expand your audience and boost sales for your products and services. Learn strategies for promoting both online ventures and brick-and-mortar businesses to maximize your reach and drive growth.

6:30pm - 9:30pm
Catalina Room

Unwind and Dine๐Ÿฅ‚๐ŸŽ‰

Get ready to savor, socialize, and create unforgettable memories at this year's Unwind and Dine. This isn't just a dinner; it's an experience designed to help you unwind, network, and have a blast. So, come dressed to impress and ready to enjoy a night of drinks and good eats on us.

8:00am - 9:00am

Breakfast

Breakfast in the Foyer.

9:00am - 9:15am

Opening Remarks

9:20am - 10:00am
Liza Quinones

Tax Secrets Unveiled: Cutting-Edge Techniques to Slash Your Tax Bills

Save money every year by taking full advantage of little-known tax deductions and employing smart income-shifting strategies. Dive into practical insights on S Corporations, LLCs, and tax-saving techniques to enhance your financial efficiency and build wealth.

10:05am - 10:45am
Sherry Beckley

How to Create Community and Brand Awareness through YouTube

Discover the proven path to building a thriving community and boosting brand awareness through YouTube. Learn tested strategies for creating engaging content, growing your subscriber base, and fostering a loyal online community.

10:45am - 10:55am

Break

11:00am - 11:40am
Reco McCambry

The US Debt Crisis: The New Frontier

US debt is at an all-time high and if you donโ€™t have a solution for your customers or prospects that are over-leveraged with debt, you could be leaving thousands of dollars on the table every month. Learn from one of Smart Creditโ€™s top partners on how they have been able to turn an additional solution into a multi-million-dollar business!

11:45am - 12:00pm
Stephanie Black

Building a Compliance-First Culture: Protecting Your Business

More Information Coming Soon

12:00pm - 1:00pm

Lunch

Lunch will be served in the International 4/5 room.

12:30pm - 1:10pm
Yoanna De La Paz, Edgar Ajuria, and Jesus Salgado

Hispanic Panel 2: Breaking Barriers with Spanish Speaking Clients

Join our panel to uncover powerful strategies for effectively servicing Spanish-speaking clients and enhancing their experience. Learn how to bridge language gaps, build trust, and deliver exceptional service that resonates with this diverse and growing market. (En Espaรฑol-Hispanic Panel 2)

1:15pm - 1:55pm
Alex Graves

How to Leverage Attention to Grow Your Business & Brand on TikTok

Practical and actionable methods and strategies to grow your social media presence to drive awareness and conversion for your business (even if you are shy).

2:00pm - 2:40pm
Jack McColl

10 Steps to $10MM

Jack will outline his 10 more crucial steps he took to create his first $10MM dollar in the business funding industry, highlighting topics such as building a strong brand, systems & processes, assembling a strong team, scaling, and more.

2:45pm - 3:25pm
JC Rangel

Keynote: Bulletproof Mindset

Business is not for the weak. Join JC as he shares his secret to success: cultivating a "bulletproof mindset." Learn how to build unshakeable resilience, strategic thinking, and unwavering determination to overcome challenges and achieve your highest goals.

3:30pm - 3:40pm

Break

3:45pm - 4:25pm
Matt Liistro

Sophisticated Disputing and Arbitration Services

What makes customers happy more than anything else? Getting disputing results. Learn advanced strategies for crafting compelling dispute letters that lead to higher credit scores, and discover how arbitration services can secure financial windfalls.

4:30pm - 5:00pm
David B. Coulter, CEO

Future Forward: Allow Us to Reintroduce Ourselves

Join the CEO of ConsumerDirect as he unveils the company's vision for the future and a shared mission. Gain exclusive insights into what's next for ConsumerDirect and learn about the innovative strategies driving our commitment to democratizing financial technology for all.

7:00pm -

Downtown Long Beach

More Information Coming Soon

8:00am - 9:00am

Breakfast

Breakfast in the Foyer.

8:55am - 9:05am
General Session

Welcome Remarks

9:10am - 9:40am
Steve Reger

What We Learned in $100k of Sales Training

Tap into over two decades of sales expertise with proven techniques honed in the credit industry. Discover actionable strategies and market insights that have been refined to drive exceptional results and deepen your understanding of customer needs and market dynamics.

9:45am - 10:15am
Dustin Ball

How to TRIPLE your revenue WITHOUT raising your prices or marketing your ass off

Unlock the full potential of your client relationships by prioritizing retention over sales, ensuring your customers feel valued and supported beyond their initial purchase. Learn proven strategies to boost client lifetime value through exceptional care and innovative SmartCredit features that continue to generate revenue even after cancellations.

10:15am - 10:25am
General Session

Break

10:30am - 11:00am

VantageScore 4 Conversation

Our panel will discuss the latest updates of the new VantageScore model and what these changes mean for credit experts. Join industry leaders as they explore the impact of the new model on credit scoring, strategies for adapting, and how to best serve your clients in a shifting credit landscape.

11:05am - 11:15am
Sam Trovato

You Asked, We Delivered

Don't miss the showcase of this year's groundbreaking product releases and enhancements that our partners asked for. Discover how our innovative solutions will drive growth and elevate the customer experience in the coming year.

11:20am - 11:45am
SmartCredit Family

Family Feud Frenzy

Get ready for our first-ever Family Feud Frenzy, where you will get the chance to be put into teams and face off in a fun and competitive game show.๐Ÿคช Test your industry knowledge, win prizes, and enjoy some friendly rivalry in this exciting event. Who will come up on top? ๐Ÿ‘€

11:50am - 12:00pm
Steve Reger and Justin Wilson

Conference Close

Closing Remarks with Steve Reger and Justin Wilson.