Miami/Fort Lauderdale
May 9-10, 2024
In-person conference for operational, IT and digital leaders on the future of no-code workflow automation and CRM
Registration completed
Why attend
Embrace ever-changing business landscape: Insights from industry pioneers
Dive into the future: Hear from leading experts on the next digital frontier of business
Elevate your business with Creatio Copilot powered by GenAI and
Ignite conversations: Fireside chats with visionary executives on global trends, digital mastery, and bold strategies for the future
Best practice sessions on automating workflows and CRM with no-code, tailored for your industry
Mastering the future: workshops showcasing GenAI and no-code use cases
Elevate your expertise: Platform and product deep-dives curated for diverse roles
Chart your course to success: Gain exclusive insights into the Creatio strategic roadmap, guiding your journey toward future growth
into
Collaborative sessions with Creatio customers and partners
Networking and experience exchange
Numerous parties and activities exclusively for the Creatio community
Sunshine State’s vibe, warm weather, and beautiful beaches
Exclusive keynote, in-depth sessions,
and practical use cases on
Be the first to discover the synergy
of GenAI and
Attend special tracks
Financial services
transformation
Banking and credit union business strategies for 2024
Workshops on leveraging GenAI and
Overview of automation best practices
Industry-focused roundtables and experience exchange sessions
Winning digital strategies
for latam (in spanish)
Get inspired by speeches about the impact of
Exchange experiences at round-tables for the LATAM Creatio community
Enjoy end-to-end product training sessions
Speakers
Meet leading business and tech celebrities, forward-thinking executives and successful entrepreneurs
View more
Venue
JW MARRIOTT MIAMI TURNBERRY RESORT & SPA
Discover luxury services, modern amenities and a stylish setting.
19999 West Country Club Drive, Aventura, Florida, USA, 33180
TAKE ADVANTAGE OF SPECIALHOTEL ROOM RATES
A limited number of rooms have been held at the JW Marriott Miami Turnberry Resort & Spa at a special promotional rate. We encourage attendees to make use of the exclusive deal. Please, click here for details and booking.
BOOK NOW!Agenda
May 8
May 9
May 10
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5:00 PM —
8:00 PM |
Early-birds registration & No-Code Happy Hour
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5:00 PM —
8:00 PM |
No-Code Happy Hour
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8:00 AM
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WELCOME COFFEE & REGISTRATION & EXPO
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9:00 AM
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9:25 AM
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FUTURISTIC INTERVIEW
LET'S ASK GENAI! THE FUTURE OF BUSINESS REVEALED
TONY DURSO
SVP Solution Consulting, Creatio
JASON MILLER
No-Code Evangelist & Principal Consultant, Creatio
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9:45 AM
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10:05 AM
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10:45 AM
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Coffee break & Networking & EXPO
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Future of Business
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No-Code and CRM in Action
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Financial Services Transformation
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Winning Digital Strategies in LATAM
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No-Code Learning Lab
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No-Code Demo Corner
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11:15 AM
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No-Code and CRM in Action
PRACTICAL SPEECH
Navigating the no-code/low-code landscape: Picking the right strategy for your business
 ANDIE DOVGAN
Chief Growth Officer, Creatio
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Financial Services Transformation
INDUSTRIAL KEYNOTE
Digital leadership: Transformation strategies for banks and credit unions
 ERIK HALE
FinServ VP of Sales, Creatio
 TONY DURSO
SVP Solution Consulting, Creatio
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No-Code Learning Lab
INNOVATION'S DEMO SHOW
Showcase of Creatio Copilot use cases
 JENNY BEER
Head of PreSales Americas, Creatio
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No-Code Demo Corner
Marketing Creatio Demo corner
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11:35 AM
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Future of Business
EXECUTIVE FIRESIDE CHAT
Solving enterprise digital problems shouldn't be hard: Our story of replacing Salesforce with Creatio
 SEAN CANTWELL
Managing Partner & Co-Founder, Volition Capital
 ANDY ZAMBITO
Chief Sales Officer Americas, Creatio
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Financial Services Transformation
NO-CODE EXPERIENCE
Consumers Credit Union success story: Transforming member's experience with no-code
ERIK HALE
FinServ VP of Sales, Creatio
 ERIC KAPUSINSKI
VP of Enterprise Systems, Consumers Credit Union
 KYLE SWENSON
Sr. Business Systems Analyst, Consumers Credit Union
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Winning Digital Strategies in LATAM
NO-CODE EXPERIENCE
Navigating successful no-code platform adoption in banking transformation
 ALEJANDRA BOJÓRQUEZ
Account Executive, Creatio
 JOSÉ M. FOSSATTI
Vicepresidente de Tecnología, MetroBank
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No-Code Learning Lab
PRACTICAL WORKSHOP
Creating engaging home & action pages
 POLINA DOZORTSEVA
PreSales Engineer, Creatio
 NICK JORDAN
PreSales Solutions Engineer, Creatio
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11:55 AM
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Future of Business
NO-CODE EXPERIENCE
Embracing no-code: How to solve business problems without code
ANDY ZAMBITO
Chief Sales Officer Americas, Creatio
 RONALD TAYLOR
Director of Training, South University
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Financial Services Transformation
PRACTICAL SPEECH
Engage or perish: The new era of customer relationships in finance
 SEBASTIEN FORGET
President & Owner, Solutions Metrix
 JIGNESH KAPADIA
CRM Advisory, BFSI EAS, TCS
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Winning Digital Strategies in LATAM
NO-CODE EXPERIENCE
The Banco GyT experience: Automating mission-critical workflows with no-code
AGUSTIN ALAMAN
Sales Director LATAM region, Creatio
ANDRE MENDIZABAL
Gerente de Transformación de Procesos y Mejora Continua, Banco GyT
EMILIO MARINO
VP of Sales, LATAM, Creatio
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No-Code Demo Corner
Sales Creatio Demo corner
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12:15 PM
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Future of Business
FIRE-SIDE CHAT WITH ANALYSTS
Future of business: Navigating digital dilemmas in 2024 and beyond
 DARREN LEWIS
Chief Sales Officer Europe, Creatio
 CAMERON MARSH
Senior Analyst, Nucleus
 JESUS HOYOS
Principal Consultant and Independent Analyst, CX2Advisory
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No-Code and CRM in Action
BUZZ SESSION
Mapping out your GenAI use cases for workflow automation and CRM
JENNY BEER
Head of PreSales Americas, Creatio
JASON MILLER
No-Code Evangelist & Principal Consultant, Creatio
 GIANLUCA DI STEFANO
Partner, Reply
 JASON MILLER
No-Code Evangelist & Principal Consultant, Creatio
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Financial Services Transformation
BUZZ SESSION
GenAI: What it means for banking?
 SEBASTIEN FORGET
President & Owner, Solutions Metrix
 PREM VIJOY
Head of Credit Unions and Regional banks, TCS
 MEGAN SHEEHAN
Director, PMO, Technology Advisors, Inc.
ERIK HALE
FinServ VP of Sales, Creatio
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Winning Digital Strategies in LATAM
BUZZ SESSION
LATAM digital landscape: Key challenges and opportunities in 2024
AGUSTIN ALAMAN
Sales Director LATAM region, Creatio
 JULIO TOMÉ I.
CEO, H&Co
EMILIO MARINO
VP of Sales, LATAM, Creatio
FLAVIO LEBRAO
President, Praxi Solutions
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No-Code Learning Lab
WHAT'S NEW SPEECH
New key features in Creatio 8.1.2: Marketing, Sales, Service
 FRANCES CARRERA
PreSales Solutions Engineer, Creatio
 ALEX PETRUNENKO
Product Evangelist, Creatio
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12:45 PM
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Lunch & Networking
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1:45 PM
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Future of Business
PRACTICAL SPEECH
Next-level enterprise: Crafting your digital investment strategy
SEBASTIEN FORGET
President & Owner, Solutions Metrix
BRIAN SEGERS
President, Technosystems
ANDY ZAMBITO
Chief Sales Officer Americas, Creatio
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Winning Digital Strategies in LATAM
PRACTICAL SPEECH
A verified guide for successful CRM implementation in LATAM companies
 ERNESTO BIANCHI
CGO & Founder, BGlobal Solutions
 DIEGO VALLES
CEO & Founder, BGlobal Solutions
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No-Code Learning Lab
NO-CODE SPOTLIGHT & DEMO SHOW
Сreatio governance app: Setting up effective guardrails for a digital ecosystem
JENNY BEER
Head of PreSales Americas, Creatio
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No-Code Demo Corner
Service Creatio Demo corner
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2:05 PM
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Future of Business
EXECUTIVE FIRESIDE CHAT
The art of the game: Lessons of digital transformation from the UK's real estate leader
 DARREN LEWIS
Chief Sales Officer Europe, Creatio
 BRIAN FLANNIGAN
Chief Product Officer, Purplebricks
 JOHN MIDTBO
Regional Channels Director Americas, Creatio
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No-Code and CRM in Action
NO-CODE EXPERIENCE
Mastering CRM set-up and optimization, 10 expert tips for success
 FRANCOIS BREAULT
CRM Specialist, Vetoquinol
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Financial Services Transformation
EXPERTISE-SHARING SESSION
Blueprint for digital transformation in banking
ERIK HALE
FinServ VP of Sales, Creatio
 STEVE MONAHAN
Chief Financial Strategist, Alacrity Partners
 SP SIMON
Chief Technology Strategist, Alacrity Partners
 JOSEPH FAIN
Chief Business Strategist, Alacrity Partners
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No-Code Learning Lab
NO-CODE SPOTLIGHT & DEMO SHOW
Empowering approvals with limited users
 FRANCISCA WOOD
Solution Engineer, Creatio
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2:25 PM
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Future of Business
FUTURE OUTLOOK
How AI is reshaping the future of life: Society, education, economy
 FRANK DIANA
Futurist, Managing Partner, TCS
JASON MILLER
No-Code Evangelist & Principal Consultant, Creatio
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No-Code and CRM in Action
NO-CODE EXPERIENCE
Empowering book publishing excellence: How no-code helped to transform a leading publisher’s workflows
JASON MILLER
No-Code Evangelist & Principal Consultant, Creatio
 TRINA LEE
Sr Global Director Fulfillment, Author Solutions, LLC
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Financial Services Transformation
BEST-PRACTICE SESSION
Using no-code CRM to Solve Banking and Credit Union Challenges
 MEGAN SHEEHAN
Chief Operating Officer, Technology Advisors, Inc.
 BROCK BIGGERSTAFF
SVP, Chief Digital Officer, American Bank & Trust
 JEFFREY P. ROSE
President and CEO, American Bank & Trust
 AMY MCGRAW
VP Marketing and Chief Experience Officer, Tropical Financial Credit Union
JASON MILLER
No-Code Evangelist & Principal Consultant, Creatio
 HILARY A. REED
CEO, EmpowerFi
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Winning Digital Strategies in LATAM
NO-CODE SPOTLIGHT & DEMO SHOW
Building a new application from scratch with no-code tools
FRANCISCA WOOD
Solution Engineer, Creatio
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No-Code Learning Lab
NO-CODE SPOTLIGHT & DEMO SHOW
Designing portal pages
POLINA DOZORTSEVA
PreSales Engineer, Creatio
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No-Code Demo Corner
Studio Creatio Demo corner
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2:45 PM
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Future of Business
BUZZ SESSION
Perfect trio: How no-code, GenAI, and workflow automation impact business
DARREN LEWIS
Chief Sales Officer Europe, Creatio
 USAITH UWIZE
Head of Global Business Development, Mitra Innovation
FRANK DIANA
Futurist, Managing Partner, TCS
SEBASTIEN FORGET
President & Owner, Solutions Metrix
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No-Code and CRM in Action
PRACTICAL SPEECH
Four phases of no-code CoE maturity
JASON MILLER
No-Code Evangelist & Principal Consultant, Creatio
 JULIAN MASLIANKOV
CEO, Sirma InsurTech
 MIKE RICHMAN
Sales Director Americas, Creatio
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Financial Services Transformation
BUZZ SESSION
Key challenges and opportunities for regional banks and CU in 2024
ERIK HALE
FinServ VP of Sales, Creatio
JULIAN MASLIANKOV
CEO, Sirma InsurTech
MIKE RICHMAN
Sales Director Americas, Creatio
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No-Code Learning Lab
NO-CODE SPOTLIGHT & DEMO SHOW
Designing a web service with no-code
 HARRY GUSTAVE
PreSales Engineer, Creatio
 ILLIA SHULHA
Product Manager, Prengi
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3:15 PM
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Coffee break & Networking & EXPO
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3:45 PM
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EXECUTIVE FIRESIDE CHAT
FUTURE OF BUSINESS AUTOMATION. INVESTOR'S PERSPECTIVE
ANDY ZAMBITO
Chief Sales Officer Americas, Creatio
SEAN CANTWELL
Managing Partner & Co-Founder, Volition Capital
 DMYTRO BORODAY
Partner, Horizon Capital
 JOHN AVIRETT
Partner, StepStone Group
 ROGER HURWITZ
Managing Partner & Co-Founder, Volition Capital
ANDY ZAMBITO
Chief Sales Officer Americas, Creatio
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4:25 PM
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AFTERNOON KEYNOTE
BUILDING YOUR XR/METAVERSE STRATEGY
 BARTON GOLDENBERG
President, ISM/CRM Consultants, Inc.
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4:55 PM
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CLOSING SESSION
CLOSING REMARKS
ALEX DONCHUK
SVP Channels, Creatio
ANDY ZAMBITO
Chief Sales Officer Americas, Creatio
OLIVIA HOURIHAN
HR Manager, Creatio
FRANK DIANA
Futurist, Managing Partner, TCS
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7:30 PM
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CLOSING SESSION
title
ALEX DONCHUK
Senior Vice President Channels, Creatio
ANDY ZAMBITO
Chief Sales Officer Americas, Creatio
BEA PITCHFORD
Account Executive, Creatio
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7:30 PM
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NEON GOLF & DRINKS PARTY (invite only)
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watch
now
download
Agenda
May 10
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8:00 AM
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WELCOME COFFEE & REGISTRATION & EXPO
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9:00 AM
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INTRO
WELCOME AND OPENING REMARKS
ALEX DONCHUK
SVP Channels, Creatio
ANDY ZAMBITO
Chief Sales Officer Americas, Creatio
OLIVIA HOURIHAN
HR Manager, Creatio
BEA PITCHFORD
Account Executive, Creatio
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9:15 AM
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THOUGHT LEADERSHIP SPEECH
KEY DIGITAL TRENDS OF 2024: HOW MODERN TECHNOLOGY CHANGES ENTERPRISES
KATE LEGGETT
Vice President, Principal Analyst, Forrester
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9:45 AM
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FIRESIDE CHAT
DIGITAL ECONOMY, GLOBAL TRAJECTORIES, AND OPPORTUNITIES
DARREN LEWIS
Chief Sales Officer Europe, Creatio
KATE LEGGETT
Vice President, Principal Analyst, Forrester
BARTON GOLDENBERG
President, ISM/CRM Consultants, Inc.
SEAN CANTWELL
Managing Partner & Co-Founder, Volition Capital
ROGER HURWITZ
Managing Partner & Co-Founder, Volition Capital
 BURLEY KAWASAKI
Founder, Tachyon Solutions
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10:05 AM
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STRATEGIC SESSION
GROWTH MINDSET APPROACH: CREATIO STRATEGY FOR FY25
KATHERINE KOSTEREVA
CEO, Creatio
 JASON OLKOWSKI
Chief Customer Officer, Creatio
ALEX DONCHUK
SVP Channels, Creatio
ANDY ZAMBITO
Chief Sales Officer Americas, Creatio
DARREN LEWIS
Chief Sales Officer Europe, Creatio
TONY DURSO
SVP Solution Consulting, Creatio
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10:45 AM
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Coffee break & Networking & EXPO
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11:15 AM
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Partner Track
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No-Code and CRM in Action
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Financial Services Transformation
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Analyst Panel
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No-Code Learning Lab
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Creatio Demo Corner
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11:15 AM
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Partner track
STRATEGIC SESSION
Partnership superpowers - winning together
KATHERINE KOSTEREVA
CEO, Creatio
ALEX DONCHUK
SVP Channels, Creatio
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Financial Services Transformation
ROADMAP OVERVIEW
Creatio financial services product roadmap for 2024 and beyond
ERIK HALE
FinServ VP of Sales, Creatio
JENNY BEER
Head of PreSales Americas, Creatio
VITALIY GDULYA
Chief Platform Officer, Creatio
 NARESH MEHTA
Head of Digital - Strategy, Transformation Consulting, Sales and Solutions for BFSI US East, TCS
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No-Code Learning Lab
NO-CODE SPOTLIGHT & DEMO SHOW
Maximizing the power of CRM with unlimited integrations
MEGAN SHEEHAN
Chief Operating Officer, Technology Advisors, Inc.
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Creatio Demo Corner
Creatio Demo Corner: How to in Creatio
Productivity tools
Working with interfaces Next best action as a business process format How do product portals work |
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11:40 АM
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Partner track
EXPERTISE-SHARING SESSION
Sales alignment: How Creatio uses MEDDPICC to increase win rate
ANDY ZAMBITO
Chief Sales Officer Americas, Creatio
DARREN LEWIS
Chief Sales Officer Europe, Creatio
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No-Code and CRM in Action
PRACTICAL SPEECH
Future of composable CRM and GenAI: Use cases for marketing, sales and service
TONY DURSO
SVP Solution Consulting, Creatio
JENNY BEER
Head of PreSales Americas, Creatio
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Financial Services Transformation
NO-CODE EXPERIENCE
The ultimate guide to success in FinServ with no-code: 6 principles for no-code empowerment
 MATT PINCOSKI
Director of Engagement Systems, Ent Credit Union
ERIK HALE
FinServ VP of Sales, Creatio
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No-Code Learning Lab
NO-CODE SPOTLIGHT & DEMO SHOW
Harnessing the power of no-code and GenAI with an intelligent contact center
 YURI YUSHKOV
CEO, Velvetech
 CESAR JARAMILLO
CRM-BPM Implementation Consultant, BGlobal Solutions
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12:00 PM
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No-Code Learning Lab
NO-CODE SPOTLIGHT & DEMO SHOW
Skyrocket your sales: Optimizing your sales process and identifying bottlenecks with revenue intelligence simplified
 JOSHUA RODRIGUEZ
Chief Revenue Officer, Inselligence
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12:20 PM
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No-Code and CRM in Action
NO-CODE EXPERIENCE
Success story: How to streamline operations, sales, and marketing with no-code
ERIC OGILVIE
Head of Sales Enablement, Creatio
LUIGI NUDI
Director of Operations, Go Cube
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Financial Services Transformation
BEST-PRACTICE SESSION
Insurance reimagined: Enhancing customer engagement with no-code
CHINTHI WEERASINGHE
CEO, Mitra Innovation
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No-Code Learning Lab
NO-CODE SPOTLIGHT & DEMO SHOW
From chaos to control: Empowering KYC, AML compliance and risk management in Creatio
 ROLANDS INDRIKSONS
Business Analyst, Confero Technologies
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12:40 PM
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Partner track
PRACTICAL SPEECH
Customer success framework: Maximizing value for our community
JASON OLKOWSKI
Chief Customer Officer, Creatio
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No-Code and CRM in Action
PRACTICAL SPEECH
No-code in government: Success stories and use cases
 DAVID LASHAR
Partner, Keen360
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Financial Services Transformation
PRACTICAL SPEECH
BFSI winning strategy with no-code composable CRM and GenAI
 JIGNESH KAPADIA
Managing Partner, TCS
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No-Code Learning Lab
WHAT'S NEW SPEECH
Maximize communication efficiency: Seamlessly integrate messaging and emails with Creatio
 URIEL NUSENBAUM
Chief Information Officer, BGlobal Solutions
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1:00 PM
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Lunch & Networking
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2:00 PM
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Partner track
PRACTICAL SPEECH
Value-focused solution is your always right deal strategy
TONY DURSO
SVP Solution Consulting, Creatio
ANDY ZAMBITO
Chief Sales Officer Americas, Creatio
 ANDIE DOVGAN
Chief Growth Officer, Creatio
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No-Code and CRM in Action
FIRESIDE CHAT
The No-code Toolkit in action: Use cases and best-practice guidance to deliver fast time-to-value
JASON OLKOWSKI
Chief Customer Officer, Creatio
 BURLEY KAWASAKI
Founder, Tachyon Solutions
BEA PITCHFORD
Account Executive, Creatio
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Financial Services Transformation
PRACTICAL WORKSHOP
Harnessing the power of banking innovation with no-code: Transforming day 2 items into day 1 priorities
 ROHIT KUMAR
CEO & Founder, The Honest Consultants
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Analyst Panel
CERTIFICATION
Certification for analysts
 SERGEY SOROKIN
COO, Creatio
 NATALY WATERS
Customer Success Director Americas, Creatio
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No-Code Learning Lab
PRACTICAL WORKSHOP FOR NONPROFESSIONAL DEVELOPERS
Unlocking development potential with no-code and GenAI
 MIKE YUDIN
Director of Engineering, Creatio
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Creatio Demo Corner
Creatio Demo Corner: Automating workflows of any complexity on the fly
(schedule your personal demo with Creatio pre-sale team)
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2:30 PM
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Financial Services Transformation
NO-CODE EXPERIENCE
Driving customer-centricity through no-code
ERIK HALE
FinServ VP of Sales, Creatio
MICHELLE CASAUS
Assistant Vice President of Operations, Heritage Life Insurance Company
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COOKING WORKSHOP
Creatio Family Recipes
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2:50 PM
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Partner track
PRACTICAL SPEECH
Joint marketing development for FY25
ANDIE DOVGAN
Chief Growth Officer, Creatio
 VLAD KOROL
VP of Marketing, Creatio
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No-Code and CRM in Action
PRACTICAL SPEECH
Unlocking eportals seamless integration for business effortless productivity
VICTORIA OMELCHENKO
Co-Founder, Banza
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Financial Services Transformation
NO-CODE SPOTLIGHT
Building insightful and actionable customer/member 360 view
POLINA DOZORTSEVA
PreSales Engineer, Creatio
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No-Code Learning Lab
PRACTICAL WORKSHOP FOR NONPROFESSIONAL DEVELOPERS
Composable apps on Creatio 8.1.2: Work with packages, applications and architecture
MIKE YUDIN
Director of Engineering, Creatio
ALEX PETRUNENKO
Product Evangelist, Creatio
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3:20 PM
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Partner track
PRACTICAL WORKSHOP
Developing relationships and driving growth with existing customers
JASON OLKOWSKI
Chief Customer Officer, Creatio
NATALY WATERS
Customer Success Director Americas, Creatio
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No-Code and CRM in Action
BUZZ SESSION
The intrinsic value of composability in the CRM landscape
JASON MILLER
No-Code Evangelist & Principal Consultant, Creatio
 REBECCA WETTEMANN
CEO & Principal Analyst, Valoir
MEHDI AFTAHI
CTO, Technology Evaluation Centers
DAVID LASHAR
Partner, Keen360
YURI YUSHKOV
CEO, Velvetech
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Financial Services Transformation
NO-CODE SPOTLIGHT & DEMO SHOW
Customer experience solution for financial industry
HARSHJOT HIJHER
Vice President Operations, Solutions Metrix
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3:40 PM
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Financial Services Transformation
NO-CODE SPOTLIGHT
Quick wins: AI use cases for banks and credit unions
POLINA DOZORTSEVA
PreSales Engineer, Creatio
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4:00 PM
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5:30 PM
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NO-CODE FAMILY PARTY ON THE POOLDECK
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