Agenda
8:30 AM
REGISTRATION & WELCOME COFFEE
9:30 AM
Intro
WELCOME and OPENING REMARKS
Andy Zambito
Global Chief Sales Officer, Creatio
Alex Donchuk
SVP Channels, Creatio
9:45 AM
KEYNOTE SPEECH
THE RISE OF THE AI TWINS. THE ART OF BRINGING USERS AND AGENTS TOGETHER
Katherine Kostereva
CEO, Creatio
Andy Zambito
Global Chief Sales Officer, Creatio
John Arnold
Head of Strategic CRM Advisory, Creatio
Burley Kawasaki
Global VP of Product Marketing and Strategy, Creatio
10:40 AM
INDUSTRY KEYNOTE
THE FUTURE OF AI & NO-CODE: HOW AI AND AGENTS ARE RESHAPING APP CREATION
Andie Dovgan
Chief Growth Officer, Creatio
John Arnold
Head of Strategic CRM Advisory, Creatio
11:00 AM
Coffee break & EXPO
11:30 AM
CUSTOMER SUCCESS STORY
EXPLORING CREDIT UNION DIGITAL TRANSFORMATION STRATEGIES: A NO-CODE GUIDE FOR FINANCIAL INSTITUTIONS
Harshjot Nijher
Executive Vice President, Solutions Metrix
11:50 AM
CUSTOMER SUCCESS STORY
ENHANCING CUSTOMER EXPERIENCE IN FINANCIAL SERVICES THROUGH MODERN CRM
Kyle Swenson
Senior Business Analyst, Technology Advisors, Inc.
Ken Tingle
First VP, Business Intelligence Manager, The Cooperative Bank of Cape Cod
12:10 PM
PRACTICAL SPEECH
FROM FRICTION TO FLOW: TAKING YOUR CRM TO THE NEXT LEVEL WITH NO-CODE AND AI
Colin Finney
Vice President North America, Praesto Consulting
12:30 PM
PRACTICAL SPEECH
HOW TO IDEINTIFY, PRIORITIZE, AND SELECT AI USE CASES FOR YOUR DIGITAL TRANSFORMATION JOURNEY
Burley Kawasaki
Global VP of Product Marketing and Strategy, Creatio
12:50 PM
PANEL DISCUSSION
CRM IMPLEMENTATION FOR A NEW ERA. ZERO DEVELOPMENT, 100% VALUE CONSULTING
Alex Donchuk
SVP Channels, Creatio
Sam Biardo
Founder and CEO, Technology Advisors, Inc.
Sebastien Forget
President & Owner, Solutions Metrix
Colin Finney
Vice President North America, Praesto Consulting
1:30 PM
LUNCH & NETWORKING