October 27, 2026

October 27, 2026   |  
Four Seasons Hotel Chicago

Where banking leaders define the future of AI in financial services.

A curated in-person experience for banking and credit union executives leading AI transformation.

Registration closed

Event Snapshot

300+

Senior executives

20+

Sessions

30+

Speakers

Past Creatio Event Attendees

Featured Speaker

Alyson
Clarke

Principal Analyst,
Forrester

View Full Agenda

Unlocking AI’s
Growth Opportunity

in Financial Services
 

Event Tracks

Grow

AI strategies for acquisition, cross-sell, and deepening customer relationships

Serve

Real-world stories on delivering faster, smarter, and more personalized customer experiences

Governance

Critical practices for deploying AI responsibly, managing risk, compliance, and trust at scale

Agenda Highlights

Real-life AI use cases proven to work for banks and credit unions

Live AI agent demonstrations solving everyday banking challenges

Governance frameworks for scaling AI with confidence

Success stories from banks actively deploying AI across the entire customer journey

Speakers

Katherine Kostereva
CEO,
Creatio
Alyson Clarke
Principal Analyst,
Forrester Research
Angela Stewart
VP of Corporate Systems,
Nasdaq
John Meyer
Managing Director,
Cornerstone Advisors
Michael Ogden
Senior Director of Content Experience
and Strategy, Credit Union Times
Drew McMonigle
Chief Technology Officer,
Lake City Bank
Ken Tingle
First VP, Business Intelligence
Manager, Cape & Coast Bank
Pooja Tejwani
VP IT Applications,
Randolph Brooks Federal Credit Union
Todd Woodson
VP Project Management Office,
Consumers Credit Union
Bob Renock
SVP, Chief Marketing Officer,
First Financial Bank
Matthew Largent
SVP, ADA Market President,
Vision Bank
Bryan Lenertz
EVP, Chief Banking Officer,
Anderson Brothers Bank
Annie Myers
SVP Enterprise Strategy and Execution,
American Bank & Trust
Travis Frey
VP of Enterprise Solutions,
Vibe Credit Union
Abbie Jones
VP Marketing & Growth,
Volunteer Corporate Credit Union
Michael Benassi
VP of Enterprise Analytics,
United Federal Credit Union
Kirsten Sonius
Chief Experience Officer,
Ukrainian Credit Union
Dan Brewin
EVP, Chief Operations Officer
Banking, Trumark Credit Union
Benjamin Fetterman
FVP, Digital Solutions Director,
Trumark Credit Union
Melissa Johnson
VP of Data & Analytics, CommonWealth One
Formerly Arlington Community FCU
Corey Woods
CRM Dev & Business Process Automation Manager,
Wings Financial Credit Union
Sebastien Forget
President & Owner,
Solutions Metrix
Colin Finney
VP North America,
Praesto Consulting
Mitch Sutter
VP of Customer Success,
Technology Advisors Inc.
Megan Cordes
Chief Operating Officer,
Technology Advisors Inc.
David Wexler
Chief Executive Officer,
PortX.io
Barney Holmes
SVP, CRM,
Bits in Glass
Andie Dovgan
Chief Growth Officer,
Creatio
Jason Olkowski
Chief Strategy & Transformation Officer,
Creatio
Burley Kawasaki
SVP of Creatio Industries,
Creatio
Nick Owens
VP, Global Head of Customer Success,
Creatio
Jenny Beer
VP of Solution Consulting, Americas,
Creatio
Nataly Waters
VP of Customer Success, Americas,
Creatio
Bert Pallia
VP of Sales, BFSI & Credit Union,
Creatio
John Arnold
Head of Product Marketing & Strategic Advisory,
Creatio
Matt Pincoski
Global Head of Banking Product,
Creatio
Chris Jackson
Senior AI Consultant,
Creatio
Polina Dozortseva
Team Lead Solution Consulting, BFSI,
Creatio
Luke Keogh
Senior Solution Consultant,
Creatio

Why Attend


Find inspiration

See the world of business through a new lens of agents and unleash the incredible potential of AI for your institution.

Gain strategic
clarity

Understand where and how to apply AI safely to achieve unprecedented results. Walk away with a sharper vision, a clearer roadmap, and the confidence to act.

Build executive
connections

Get to know the vibrant community of banking and credit union innovators, and build meaningful connections with fellow executives.

Evening Networking Experience

Exclusive Yacht Reception

Connect with peers against Chicago’s stunning skyline

Save your seat

Continue the conversation with fellow banking and credit union executives aboard a private yacht on Lake Michigan, set against spectacular views of the Chicago skyline.

Sponsors

Unlock more opportunities with leading technology experts

Platinum

Gold

Silver

Bronze

Marketplace

Media Partner

Build industry visibility and connect
with banking & credit union leaders

Sponsorship opportunities are open to organizations across the financial services ecosystem,
including those outside Creatio’s partner network.

Become a sponsor

Venue

Four Seasons Hotel Chicago offers iconic luxury in the heart of the city, just steps from the Magnificent Mile. With stunning Lake Michigan and skyline views, award-winning hospitality, and vibrant spaces inspired by Chicago’s culture, art, food, and music, it provides an elegant setting for an unforgettable event.