Agenda
May 12
May 13
May 14
May 15
5:00 PM
Early bird registration
5:00 PM
HAPPY HOUR WITH CREATIO "MEET & GREET"
8:00 AM
WELCOME COFFEE & REGISTRATION & EXPO
9:00 AM
INTRO
WELCOME TO ORLANDO!
Andy Zambito
Global Chief Sales Officer, Creatio
Alex Donchuk
SVP Channels, Creatio
Olivia Hourihan
VP of People, West, Creatio
9:30 AM
Interactive session
DOUBLE THE BRAINPOWER: WORKING WITH AI TWIN
Andy Zambito
Global Chief Sales Officer, Creatio
Alex Donchuk
SVP Channels, Creatio
9:40 AM
Keynote Speech
THE RISE OF THE AI TWINS. THE ART OF BRINGING USERS AND AGENTS TOGETHER
Katherine Kostereva
CEO, Creatio
10:00 AM
Product keynote
CREATIO.AI IN THE FULL SWING. EXCLUSIVE PREVIEW OF CREATIO 8.3 CAPABILITIES
Burley Kawasaki
Global VP of Product Marketing and Strategy, Creatio
Jason Miller
No-Code Evangelist & Principal Consultant, Creatio
Jenny Beer
Head of PreSales, Americas, Creatio
10:45 AM
Coffee break & Networking & EXPO
Innovate with AI & No-Code
Grow your Revenue with New Era CRM
Digital success in finserv
AI & NO-CODE LEARNING LABS
11:15 AM
TRACK KEYNOTE
AI-Native Approach. Core, Actionable, Composable, and Unified Automation with Agents and Users
Burley Kawasaki
Global VP of Product Marketing and Strategy, Creatio
TRACK KEYNOTE
Future of CRM. How AI and No-Code Change the Nature of Customer Engagement
Andy Zambito
Global Chief Sales Officer, Creatio
INDUSTRY KEYNOTE
CRM is the New Core. How AI and No-Code are Changing Customer Engagement in Financial Services
Phil Russell
SVP of Sales, North America, Creatio
EXPERT SPOTLIGHT
Creatio Roadmap: 8.3 and Beyond
Vitaliy Gdulya
Chief Platform Officer, Creatio
Jenny Beer
Head of PreSales, Americas, Creatio
11:40 AM
CUSTOMER SUCCESS STORY
How to Deliver an Enterprise Critical Application for 7000 Users in 12 Weeks and Get 100% User Adoption. Howdens Journey
Martin Mercer
Director of User Experience, Howdens
CUSTOMER FIRESIDE CHAT
Global Scale, Custom Precision: Inside AMD’s Global Marketing Application in Creatio
BEST-PRACTICE SPOTLIGHT
Moving From a Transactional to a Customer-Centric Mindset. Injecting AI Value into Customer Journeys
Christopher Jackson
Industry Marketing and Strategy Lead, FinServ, Creatio
12:00 PM
EXPERT SPOTLIGHT
AI Trust and Guardrails. Strategies to Deliver Secure AI Automation
Jason Miller
No-Code Evangelist & Principal Consultant, Creatio
Mike Yudin
Director of Engineering, Marketplace, Creatio
EXPERT SPOTLIGHT
How to Raise the Bar or Your Revenue Function with AI
Andie Dovgan
Chief Growth Officer, Creatio
CUSTOMER SUCCESS STORY
Creating a Digital Hub for Members. ESL Credit Union Journey
PRACTICAL WORKSHOP
Setting Up New AI skills with AI Command Center
Francisca Wood
Solutions Consultant, Creatio
12:20 PM
THOUGHT-LEADERSHIP SPEECH
Where Innovation Meets Imagination: Igniting Business Growth in the Digital Age
Andriy Fedoriv
CEO, Fedoriv Group
EXPERTISE-SHARING SESSION
Building Scalable Revenue Organization
David Szen
Global VP, Sales Excellence, Creatio
Kelly Connery
President, OE Connection (OEC)
JD Sherman
Board Member, Creatio
BUZZ SESSION
Embracing AI, No-Code, and New Era CRM in Large Financial Services Institutions
Erik Hale
FinServ VP of Sales, Creatio
Angela Stewart
Vice President of Corporate Systems, Nasdaq
DEEP DIVE
Streamlining Lead Management. AI Agents and Skills in Action
Harry Gustave
Solutions Consultant, Creatio
12:50 PM
Lunch & Networking
2:00 PM
CUSTOMER SUCCESS STORY
How the City of Boston Leverages No-Code to Enhance Citizen Experience
Jay Greenspan
Senior Director, Products and Services, Basic City Services, City of Boston
PRACTICAL SPEECH
Marketing Best Practices: Scoring, Attribution, Digital Intent Tracking, Lead Qualification
Olga Noha
Global VP of Integrated Marketing and Brand Strategy, Creatio
CUSTOMER SUCCESS STORY
From Fragmented to Seamless Member Experience. How the Consumers Credit Union Transformed Its Member Engagement
Kyle Swenson
Sr. Business Systems Analyst, Consumers Credit Union
Megan Sheehan
Chief Operating Officer, Technology Advisors, Inc.
PRACTICAL SHOWCASE
Automating your Sales Processes with Dynamic Workflows, NBAs, and NBOs
Polina Dozortseva
Solutions Consultant, Creatio
2:20 PM
BEST-PRACTICE SESSION
Building your High-Impact Digital Transformation Roadmap with No-Code and AI
Paul Sexton
Managing Director, Praesto Consulting
EXPERTISE-SHARING SESSION
CRM Implementation of a New Era. Zero Development, 100% Value Consulting
Bill Hoffman
CRM Practice Director, Net at Work
Colin Finney
Vice President North America, Praesto Consulting
BEST-PRACTICE SESSION
Business Case for Financial Services CRM and Workflow Automation. Key Pillars to Skyrocket your ROI
PRACTICAL SHOWCASE
AI-First Omnichannel Marketing Automation
Luke Keogh
Solutions Consultant, Creatio
2:40 PM
CUSTOMER SUCCESS STORY
How Leading UK Real Estate Agency Has Transformed its Customer Workflows with No-code and Modern CRM. Purplebricks journey
Dan Rafferty
Chief Technology Officer, Purplebricks
CUSTOMER SUCCESS STORY
How Baltimore Life Boosted CRM Adoption to 90% and Achieved a 316% Surge in User Activity
Susan O’neill
AVP, Corporate Marketing and Communications, The Baltimore Life Companies
PRACTICAL SHOWCASE
Efficient Service Management Automation with AI
Francisca Wood
Solutions Consultant, Creatio
3:00 PM
BEST-PRACTICE SESSION
No-Code Playbook Toolkit. Your Swiss Army Knife in Accelerating Digital Transformation
Jason Olkowski
Chief Customer Officer, Creatio
BEST-PRACTICE SESSION
Sales Best Practices: Forecasting, Performance Tracking, Conversation Intelligence, Sales Methodology Automation, and more
David Szen
Global VP, Sales Excellence, Creatio
EXPERTISE-SHARING SESSION
Getting it Right! How Banks and Credit Unions Shall Take Advantage of AI and Actionable CRM Automaton
Phil Russell
SVP of Sales, North America, Creatio
Erik Hale
FinServ VP of Sales, Creatio
Sebastien Forget
President & Owner, Solutions Metrix
DEEP DIVE
Governance Practices to Manage AI Consumption and Access
Jenny Beer
Head of PreSales, Americas, Creatio
3:30 PM
Coffee break & Networking & EXPO
4:00 PM
EXECUTIVE FIRESIDE CHAT
How AI will Reshape the Role of CIO as We Know It
Lindsey Wilkinson
Reporter, CIO Dive
Paul Vincent
Analyst Consultant, ex-Gartner
Butch Knowlton
CIO, Ringler Associates
4:30 PM
KEYNOTE INTERVIEW
INNOVATION, AI, AND THE FUTURE OF HUMAN INGENUITY. CONVERSATION WITH STEVE WOZNIAK
Steve Wozniak
Co-Founder, Apple
5:00 PM
CLOSING REMARKS
KEY TAKEAWAYS OF THE DAY ONE
Andy Zambito
Global Chief Sales Officer, Creatio
Alex Donchuk
SVP Channels, Creatio
7:30 PM
Party Experience
CREATIO MYSTERY ISLAND
CREATIO MYSTERY ISLAND
8:00 AM
WELCOME COFFEE & REGISTRATION & EXPO
9:00 AM
INTRO
WELCOME TO THE DAY TWO!
Andy Zambito
Global Chief Sales Officer, Creatio
Alex Donchuk
SVP Channels, Creatio
Olivia Hourihan
VP of People, West, Creatio
9:15 AM
THOUGHT LEADERSHIP SPEECH
SURVIVING THE POST SAAS WORLD: HOW AI AND NO-CODE ARE CHANGING BUSINESS AUTOMATION LANDSCAPE
Paul Vincent
Analyst Consultant, ex-Gartner
9:45 AM
EXECUTIVE FIRESIDE CHAT
TECHNOLOGY FORESIGHT FOR 2025-2030. INVESTORS’ PERSPECTIVE
Andie Dovgan
Chief Growth Officer, Creatio
Sean Cantwell
Managing Partner, Volition Capital
John Avirett
Partner, StepStone Group
JD Sherman
Board Member, Creatio
10:15 AM
STRATEGIC SESSION
CREATIO STRATEGY 2025 AND BEYOND. CONQUERING THE WORLD WITH MISSION!
Katherine Kostereva
CEO, Creatio
Andy Zambito
Global Chief Sales Officer, Creatio
Jason Olkowski
Chief Customer Officer, Creatio
Andie Dovgan
Chief Growth Officer, Creatio
Alex Donchuk
SVP Channels, Creatio
11:00 AM
COFFEE BREAK & NETWORKING & EXPO
Innovate with AI & No-Code
Digital success in finserv
AI & NO-CODE LEARNING LABS
ACCELERATING INNOVATIONS IN LATAM
11:30 AM
TRACK KEYNOTE
No-Code + AI. Introducing 2nd Edition of the No-Code Playbook
Burley Kawasaki
Global VP of Product Marketing and Strategy, Creatio
INDUSTRY KEYNOTE
Creatio Financial Services Workflow Map. Deep Dive
Christopher Jackson
Industry Marketing and Strategy Lead, FinServ, Creatio
WHAT'S NEW SPEECH
What’s New on Creatio Marketplace
Mike Yudin
Director of Engineering, Marketplace, Creatio
REGIONAL KYNOTE
Future of CRM and Workflow Automation. How AI and No-Code Change the Game in Customer Engagement
Agustin Alaman
Sales Director LATAM Region, Creatio
11:50 AM
CUSTOMER SUCCESS STORY
Delivering Superior Member Experience while Executing New Strategy. Everwise Credit Union Journey
AI & NO-CODE DEMO SHOW
One Platform. Full Control: Compliance, Risk & Documents on Creatio
Evelina Jurgevica
dCEO, Confero Technologies
Nikolajs Ivancenko
Business Analyst, Confero Technologies
CUSTOMER FIRESIDE CHAT
Driving Sales Growth and Delivering Better Customer Experience
12:10 PM
CUSTOMER SUCCESS STORY
Automating Student Engagement Workflows. How South University Uses New Era Technology to Recruit and Empower its Students
Ronald Taylor
Director of Training, South University
BEST-PRACTICE SESSION
Beyond the Core: Why Your Core CRM Isn’t Enough and How Creatio Can Transform Your Banking Experience
Sebastien Forget
President & Owner, Solutions Metrix
AI & NO-CODE DEMO SHOW
Customizable Email & Mobile Integration for Creatio with Enhanced Data Management
CUSTOMER FIRESIDE CHAT
Transforming Go-To-Market Function in One of the Largest LATAM Auto Dealership
12:30 PM
BUZZ SESSION
How to Identify, Prioritize, and Select AI Use Cases for Your Digital Transformation Journey
Jason Miller
No-Code Evangelist & Principal Consultant, Creatio
Sam Biardo
Founder & CEO, Technology Advisors, Inc.
CUSTOMER EXPERTISE-SHARING SESSION
Banking Around the World: Panel Discussion with Financial Services Executives from North America, LATAM, Europe, and Asia
Tammy Meyer
VP of BFSI Sales, Creatio
AI & NO-CODE DEMO SHOW
Unlocking Contact Center Success with AI: From Hype to High-Value Outcomes
Yuri Yushkov
CEO, Velvetech
TRACK SPOTLIGHT
AI-Native Approach. Core, Actionable, Composable, and Unified AI automation
1:00 PM
Lunch & NETWORKING
2:00 PM
BEST-PRACTICE SESSION
Setting Up Your No-Code and AI Center of Excellence. Roles, Skillset and Maturity Cycle
CUSTOMER EXPERTISE-SHARING SESSION
Breaking Free from Legacy Technology in the Credit Union World
Erik Hale
FinServ VP of Sales, Creatio
Matt Pincoski
Director of Engagement Systems, Ent Credit Union
Abbie Jones
Director of Marketing & Growth, Cornerstone Advisors
Stacie C. Sloan
Chief Operating Officer, Johns Hopkins Federal Credit Union
Karen Wood
Chief Experience Officer, Service 1st Federal Credit Union
Sebastien Forget
President & Owner, Solutions Metrix
MARKETPLACE PITCH CONTEST
Innovative Arena: The Best of Marketplace Solutions
Mike Yudin
Director of Engineering, Marketplace, Creatio
RELEASE HIGHLIGHTS
Creatio 8.3 Release Highlights
Hernan Suris
Solutions Consultant, Creatio
2:20 PM
CUSTOMER SUCCESS STORY
Running the Country on No-Code. How the Israeli Government Automated Multiple Critical Projects
2:40 PM
CUSTOMER FIRESIDE CHAT
No-Code All In: From Legacy Chaos to Seamless Client End-to-End Engagement with Guided Care
Justin Schaefer
CIO, Guided Care
PRACTICAL SPEECH
Enhancing Customer Experience in Financial Services Through Modern CRM
PRACTICAL SPEECH
Anatomy of Accelerated Enterprise Implementation
Ernesto Bianchi
CGO & Founder, Bglobal Solutions
Diego Valles
Founding Partner & CEO, Bglobal Solutions
3:00 PM
COFFEE BREAK
Expert Live Demo
Hot AI Use Cases for Financial Services
Jenny Beer
Head of PreSales, Americas, Creatio
BEST-PRACTICE SESSION
Setting up your No-Code and AI Center of Excellence
3:20 PM
COFFEE BREAK
3:30 PM
BEST-PRACTICE SESSION
Anatomy of Accelerated Enterprise Implementation
Creatio User Group Roundtable
Credit Unions and Banks Super User Group Session
Kyle Swenson
Sr. Business Systems Analyst, Consumers Credit Union
IN-DEPTH PRACTICAL WORKSHOP
Building Trust in AI: How to Deploy, Test, and Scale the Use of Creatio AI in Your Organization
Alex Petrunenko
Solutions Consulting Director, APMEA, Creatio
EXPERTISE-SHARING SESSION
Future Trends: The Impact of AI and No-Code on LATAM Economies
Agustin Alaman
Sales Director LATAM Region, Creatio
4:10 PM
EXPERT FIRESIDE CHAT
Will AI Agents and AppGen Replace SaaS as We Know it?
Jason Miller
No-Code Evangelist & Principal Consultant, Creatio
DEEP DIVE
Setting up New AI Skills with AI Command Center (in Spanish)
Francisca Wood
Solutions Consultant, Creatio
4:50 PM
CLOSING REMARKS
Key Takeaways of the Day Two
Jason Miller
No-Code Evangelist & Principal Consultant, Creatio
CLOSING REMARKS
Key Takeaways of the Day Two
Alex Petrunenko
Solutions Consulting Director, APMEA, Creatio
CLOSING REMARKS
Key Takeaways of the Day Two
Agustin Alaman
Sales Director LATAM Region, Creatio
5:00 PM
CREATIO TWIN NEON PARTY & CREATIO AWARDS
8:00 AM
WELCOME COFFEE & REGISTRATION & EXPO
9:00 AM
INTRO
WELCOME AND OPENING REMARKS
Alex Donchuk
SVP Channels, Creatio
9:10 AM
STRATEGIC SESSION
GROW YOUR BUSINESS WITH CREATIO: YEAR RESULTS AND STRATEGIC INITIATIVES FOR FY2026
Katherine Kostereva
CEO, Creatio
Andy Zambito
Global Chief Sales Officer, Creatio
Jason Olkowski
Chief Customer Officer, Creatio
Andie Dovgan
Chief Growth Officer, Creatio
Alex Donchuk
SVP Channels, Creatio
10:30 AM
COFFEE BREAK & NETWORKING & EXPO
GO-TO-MARKET WITH CREATIO
PROJECT IMPLEMENTATION BEST PRACTICES
AI BOOTCAMP
11:00 AM
EXPERT SPOTLIGHT
MEDDIPEC Training for Partners
Andy Zambito
Global Chief Sales Officer, Creatio
David Szen
Global VP, Sales Excellence, Creatio
EXPERTISE-SHARING SESSION
Customer Success Best Practices
Nataly Waters
Customer Success Director Americas, Creatio
DEEP DIVE WORKSHOP
AI Bootcamp
Mike Yudin
Director of Engineering, Marketplace, Creatio
Alex Petrunenko
Solutions Consulting Director, APMEA, Creatio
Jenny Beer
Head of PreSales, Americas, Creatio
12:00 AM
EXPERTISE-SHARING SESSION
Project Implementations Best Practices and Examples
Jason Olkowski
Chief Customer Officer, Creatio
Nick Owens
VP of Delivery Assurance Services, Creatio
12:40 PM
EXPERTISE-SHARING SESSION
Go-to-Market Best Practices
Andie Dovgan
Chief Growth Officer, Creatio
Olga Noha
Global VP of Integrated Marketing and Brand Strategy, Creatio
1:20 PM
LUNCH & NETWORKING