Agenda
October 27
08:00 AM
WELCOME COFFEE & REGISTRATION & EXPO
09:00 AM
Intro
Welcome & Opening Remarks
John Arnold
Head of Product Marketing & Strategic Advisory, Creatio
09:10 AM
Keynote
Buidling the Agentic Bank of the Future
Katherine Kostereva
CEO, Creatio
09:30 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
10:15 AM
Thought-Leadership Speech
The State of AI Adoption in Financial Services
Alyson Clarke
Principal Analyst, Forrester Research
10:35 AM
Interactive Discussion
Industry Blueprint: AI Adoption Framework for Financial Institutions
Jason Olkowski
Chief Strategy & Transformation Officer, Creatio
Andie Dovgan
Chief Growth Officer, Creatio
Andy Zambito
Global Chief Sales Officer, Creatio
11:05 AM
COFFEE BREAK & NETWORKING & EXPO
GROW
SERVE
GOVERNANCE
11:35 AM
GROW
Track Keynote
Agent Fleet to Grow Your Financial Institution
Jenny Beer
VP of Solution Consulting, Americas, Creatio
SERVE
Track Keynote
AI Agent Fleet for Customer Service
Andie Dovgan
Chief Growth Officer, Creatio
Polina Dozortseva
Team Lead Solution Consulting, BFSI, Creatio
GOVERNANCE
Track Keynote
Governance Frameworks for Secure & Compliant AI
Burley Kawasaki
SVP of Creatio Industries, Creatio
12:05 PM
GROW
Customer Success Story
Reinventing Deposit Onboarding with AI
Drew McMonigle
Chief Technology Officer, Lake City Bank
SERVE
Customer Success Story
Always-On Banking: 24/7 AI Service Transformation
GOVERNANCE
Best-Practice Session
AI Observability: Monitoring Agent Performance, Bias, and Risks
Mike Yudin
Director of AI Engineering, Creatio
12:25 PM
GROW
Customer Success Story
Driving Referral Growth with AI Agents
Ken Tingle
First VP, Business Intelligence Manager, Cape & Coast Bank
SERVE
Best-Practice Session
Frictionless Fulfillment: Automating Complex Servicing Workflows
GOVERNANCE
Customer Fireside Chat
Building the Foundation for AI: Data, Governance and Deployment
Sebastien Forget
President & Owner, Solutions Metrix
12:45 PM
LUNCH & NETWORKING
02:00 PM
GROW
Best-Practice Session
How to Prioritize and Select Right AI Use Cases for Revenue Functions
Matt Pincoski
Global Head of Banking Product, Creatio
SERVE
Best-Practice Session
Orchestrating AI Modalities: Chat, Voice, Video
Polina Dozortseva
Team Lead Solution Consulting, BFSI, Creatio
GOVERNANCE
Workshop
Bank.AI Accelerator
Mike Yudin
Director of AI Engineering, Creatio
02:20 PM
GROW
Best-Practice Session
AI Agents to Amplify Your Marketing Efforts
Jenny Beer
VP of Solution Consulting, Americas, Creatio
Chris Jackson
Product Manager, Creatio
SERVE
Customer Fireside Chat
Beyond Technology: Change Management for Successful AI Adoption
Mitch Sutter
Vice President of Customer Success, Technology Advisors Inc.
02:40 PM
GROW
Panel Discussion
Introducing AI to Your Sales Team
Kirsten Sonius
Chief Experience Officer, Ukrainian Credit Union
Barney Holmes
SVP, CRM, Bits In Glass
John Gonzalez
Senior Sales Director, BFSI, Creatio
SERVE
Panel Discussion
AI as a Channel: How to Elevate CX without Creating Risks
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
03:10 PM
COFFEE BREAK & NETWORKING & EXPO
03:40 PM
Panel Discussion
Industry Leaders Panel: Defining Your AI Strategy
Angela Stewart
VP of Corporate Systems, Nasdaq
Jason Olkowski
Chief Strategy & Transformation Officer, Creatio
Speaker TBA
Speaker TBA
04:10 PM
Closing Remarks
Key Takeaways & Closing Remarks
John Arnold
Head of Product Marketing & Strategic Advisory, Creatio
05:20 PM
EXCLUSIVE EVENING EXPERIENCE