Agenda

Build your own agenda
October 27
Build your own agenda
08:00 AM
WELCOME COFFEE & REGISTRATION & EXPO
09:00 AM
Intro
Welcome & Opening Remarks
John Arnold
Head of Product Marketing & Strategic Advisory, Creatio
09:15 AM
Visionary Speech
The AI Leadership Blueprint for Banking
Katherine Kostereva
CEO, Creatio
Jason Olkowski
Chief Strategy & Transformation Officer, Creatio
Jenny Beer
VP of Solution Consulting, Americas, Creatio
09:35 AM
Product Keynote
Grow, Serve, Operate: Bank.AI Operating Model
Andie Dovgan
Chief Growth Officer, Creatio
Burley Kawasaki
SVP of Creatio Industries, Creatio
Matt Pincoski
Global Head of Banking Product, Creatio
09:55 AM
Industry Keynote
Unlocking AI's Growth Opportunity In Financial Services
Alyson Clarke
Principal Analyst, Forrester Research
10:25 AM
COFFEE BREAK & NETWORKING & EXPO
Grow
Serve
Governance
Expo Product Showcase
11:00 AM
Grow
Track Keynote
Winning Client Relationships in the Age of AI
Andie Dovgan
Chief Growth Officer, Creatio
Serve
Track Keynote
Navigating the AI Service Transformation in Banking
Jason Olkowski
Chief Strategy & Transformation Officer, Creatio
Governance
Track Keynote
How to Build and Scale AI Governance Model in Banking
Burley Kawasaki
SVP of Creatio Industries, Creatio
Expo Product Showcase
Demo Corner
Bank.AI Live Demos on Demand
Jenny Beer
VP of Solution Consulting, Americas, Creatio
Polina Dozortseva
Team Lead Solution Consulting, BFSI, Creatio
Luke Keogh
Senior Solution Consultant, Creatio
11:20 AM
Grow
Panel Discussion
Introducing AI to Your Frontline Teams
Abbie Jones
VP Marketing & Growth, Volunteer Corporate Credit Union
Kirsten Sonius
Chief Experience Officer, Ukrainian Credit Union
Matthew Largent
SVP, ADA Market President, Vision Bank
Bryan Lenertz
EVP, Chief Banking Officer, Anderson Brothers Bank
John Gonzalez
Senior Sales Director, BFSI, Creatio
Serve
Panel Discussion
How to Elevate CX without Creating Risks in the AI Era
Michael Ogden
Senior Director of Content Experience & Strategy, Credit Union Times
Michael Benassi
VP of Enterprise Analytics, United Federal Credit Union
Melissa Johnson
VP of Data & Analytics, CommonWealth One Formerly Arlington Community FCU
Bob Renock
SVP, Chief Marketing Officer, First Financial Bank
Todd Woodson
VP Project Management Office, Consumers Credit Union
Colin Finney
VP North America, Praesto Consulting
Governance
Panel Discussion
Building Customer and Member Trust in the Age of Banking AI
Travis Frey
VP of Enterprise Solutions, Vibe Credit Union
Pooja Tejwani
VP IT Applications, Randolph Brooks FCU
Annie Myers
SVP Enterprise Strategy and Execution, American Bank & Trust
Corey Woods
CRM Dev & Business Process Automation Manager, Wings Financial Credit Union
Barney Holmes
SVP, CRM, Bits In Glass
Chris Jackson
Senior AI Consultant, Creatio
11:50 AM
Grow
Expert Spotlight
How to Build and Measure the Business Case for AI Transformation
Bert Pallia
VP of Sales, BFSI & Credit Union, Creatio
Serve
Customer Success Story
Always-On Banking at Dow Credit Union: 24/7 AI Service Transformation
Burley Kawasaki
SVP of Creatio Industries, Creatio
Nataly Waters
VP of Customer Success Americas, Creatio
Governance
Customer Fireside Chat
AI Transformation: Rethinking Work, Navigating Change & Driving Adoption
Mackenzie Maciulis
Director of Digital Marketing, Credit Union 1
Mitch Sutter
Vice President of Customer Success, Technology Advisors Inc.
Megan Cordes
Chief Operating Officer, Technology Advisors Inc.
Expo Product Showcase
Solution Spotlight
AI Observability: Monitoring Agent Performance, Bias, and Risks
Jenny Beer
VP of Solution Consulting, Americas, Creatio
12:10 PM
LUNCH & NETWORKING & EXPO
01:30 PM
Grow
Customer Fireside Chat
Reinventing Deposit Onboarding with AI
Drew McMonigle
Chief Technology Officer, Lake City Bank
Chris Jackson
Senior AI Consultant, Creatio
Serve
Customer Fireside Chat
Building the Foundation for AI: Data, Experience and Deployment at Trumark Credit Union
Dan Brewin
EVP, Chief Operations Officer, Trumark Credit Union
Benjamin Fetterman
FVP, Digital Solutions Director, Trumark Credit Union
Sebastien Forget
President & Owner, Solutions Metrix
Governance
Workshop
Bank.AI Accelerator
Burley Kawasaki
SVP of Creatio Industries, Creatio
Matt Pincoski
Global Head of Banking Product, Creatio
Jenny Beer
VP of Solution Consulting, Americas, Creatio
Eugene Vorobiov
Industry Solutions Engineering Lead, BFSI, Creatio
Expo Product Showcase
Solution Spotlight
AI Agents to Amplify Your Marketing Efforts
Polina Dozortseva
Team Lead Solution Consulting, BFSI, Creatio
01:50 PM
Grow
Customer Success Story
Building AI Agents for Growth: From Concept to Practice
Ken Tingle
First VP, Business Intelligence Manager, Cape & Coast Bank
Serve
Best-Practice Session
The Blueprint for Prioritizing AI Use Cases for Your Front Office
Nick Owens
VP, Global Head of Customer Success, Creatio
Expo Product Showcase
Solution Spotlight
The AI Sales Journey: Commercial and Retail Use Cases
Luke Keogh
Senior Solution Consultant, Creatio
02:10 PM
Grow
Expert Spotlight
The Financial Services AI Adoption Report: What the Industry Is Prioritizing for Growth
John Arnold
Head of Product Marketing & Strategic Advisory, Creatio
Serve
Expert Spotlight
From Fragmented Systems to Connected Customer Experiences
David Wexler
CEO, PortX.io
Expo Product Showcase
Solution Spotlight
Orchestrating AI Modalities: Chat, Voice, Video
Polina Dozortseva
Team Lead Solution Consulting, BFSI, Creatio
02:40 PM
COFFEE BREAK & NETWORKING & EXPO
03:15 PM
Afternoon Keynote
What Smarter Bankers Need To Know About AI
John Meyer
Managing Director, Cornerstone Advisors
03:45 PM
Fireside Chat
Building Your AI Strategy and Leading Change in the Era of Uncertainty
Angela Stewart
VP of Corporate Systems, Nasdaq
Jason Olkowski
Chief Strategy & Transformation Officer, Creatio
04:10 PM
Closing Remarks
Key Takeaways & Closing Remarks
John Arnold
Head of Product Marketing & Strategic Advisory, Creatio
05:00 PM
EXCLUSIVE YACHT RECEPTION