Agenda
From fireside chats, innovation showcases, to product demos, Forum has a jam-packed agenda with ample time for fun and relaxation.
Monday
September 9
Tuesday
September 10
Wednesday
September 11
Thursday
September 12
Guest Arrivals
Early Arrivals: Historical Walking Tour
Opening Reception & Bunker Tour
Breakfast Buffet
EMCEE Welcome & Housekeeping
Marc White, Product Manager, Blend
Keynote: State of the Union & Product Roadmap
Nima Ghamsari, Head of Blend
Michael Zochowski, President of Valon Mortgage
Executive Panel: Expanding the Role of Bankers into New Frontiers
How tech advancements and comfort with digital solutions are transforming the role of bankers.
Bonni Walker, VP Credit Card Transformation at Citizens Bank
Adam Boyd, EVP at Citizens Bank
Bob Dowell, EVP at Prosperity Bank
Break
Roundtable discussion: eClose
Discuss how you and your peers are thinking about opportunities and problems with closing through the lens of Borrowers, LOs, Processors, Title Agents, and QC’ers.
Roundtable discussion: Fraud Prevention & IDV
A deep dive into the current challenges and strategies related to fraud prevention and identity verification.
Session sponsored by Alloy.
Roundtable discussion: Retention & Recapture Strategies
Examine effective methods for retaining existing customers and recapturing lost ones.
Buffet Lunch
Executive Panel: Implementing Digital Closings at Scale
Bank and Credit Union executives share their lessons learned and insights from implementing digital closings within their organizations.
Tom Parrish, Head of Consumer Lending Product at BMO Bank
Chris Saak, VP Product Manager at U.S. Bank
Jeff Puckett, SVP of Originations at Mr.Cooper
Innovation Showcase: Reimagine What’s Possible
Engage with Blend’s product experts on the latest banking innovations Blend has to offer.
Free time/Customer meetings
Cocktail Reception & Seated Dinner
Howard’s Creek Lodge
Breakfast Buffet
Opening Remarks: Forum Day 2
Nima Ghamsari, Head of Blend
Executive Panel: Winning the race for Deposits with Blend
Learn how to optimize your deposits growth and win PFI status with a reimagined digital deposit account opening experience.
Erik Wrobel, Head of Product at Blend
Aesha Shah, Head of Design at Blend
Fred Hagerman, Chief Operating Officer at Langley Federal Credit Union
Bhavna Guglani, Chief Digital Officer at Baxter Credit Union
Break
Expert Analysis: Strategies to Succeeding in Today’s Economy
Explore the shifting economic landscape and its impact on the housing market, including how Washington’s latest regulatory decisions may influence housing policies and lending strategies.
Garth Graham, Stratmor Group
Douglas G. Duncan, Fannie Mae Chief Economist & SVP
Winnie Ling, Head of Legal and People at Blend
Boxed Lunch & Customer 1:1 meetings
Afternoon Activities
Join your peers for some fun in the sun. Sign up for one of several recreational activities offered, including: Golf Tournament, Pickleball Tournament, Falconry Class, and Beginners Golf Class.
Closing Reception & Golf Awards
Guest Departures
Guest Arrivals
Early Arrivals: Historical Walking Tour
Opening Reception & Bunker Tour
Breakfast Buffet
EMCEE Welcome & Housekeeping
Marc White, Product Manager, Blend
Keynote: State of the Union & Product Roadmap
Nima Ghamsari, Head of Blend
Michael Zochowski, President of Valon Mortgage
Executive Panel: Expanding the Role of Bankers into New Frontiers
How tech advancements and comfort with digital solutions are transforming the role of bankers.
Bonni Walker, VP Credit Card Transformation at Citizens Bank
Adam Boyd, EVP at Citizens Bank
Bob Dowell, EVP at Prosperity Bank
Break
Roundtable discussion: eClose
Discuss how you and your peers are thinking about opportunities and problems with closing through the lens of Borrowers, LOs, Processors, Title Agents, and QC’ers.
Roundtable discussion: Fraud Prevention & IDV
A deep dive into the current challenges and strategies related to fraud prevention and identity verification.
Session sponsored by Alloy.
Roundtable discussion: Retention & Recapture Strategies
Examine effective methods for retaining existing customers and recapturing lost ones.
Buffet Lunch
Executive Panel: Implementing Digital Closings at Scale
Bank and Credit Union executives share their lessons learned and insights from implementing digital closings within their organizations.
Tom Parrish, Head of Consumer Lending Product at BMO Bank
Chris Saak, VP Product Manager at U.S. Bank
Jeff Puckett, SVP of Originations at Mr.Cooper
Innovation Showcase: Reimagine What’s Possible
Engage with Blend’s product experts on the latest banking innovations Blend has to offer.
Free time/Customer meetings
Cocktail Reception & Seated Dinner
Howard’s Creek Lodge
Breakfast Buffet
Opening Remarks: Forum Day 2
Nima Ghamsari, Head of Blend
Executive Panel: Winning the race for Deposits with Blend
Learn how to optimize your deposits growth and win PFI status with a reimagined digital deposit account opening experience.
Erik Wrobel, Head of Product at Blend
Aesha Shah, Head of Design at Blend
Fred Hagerman, Chief Operating Officer at Langley Federal Credit Union
Bhavna Guglani, Chief Digital Officer at Baxter Credit Union
Break
Expert Analysis: Strategies to Succeeding in Today’s Economy
Explore the shifting economic landscape and its impact on the housing market, including how Washington’s latest regulatory decisions may influence housing policies and lending strategies.
Garth Graham, Stratmor Group
Douglas G. Duncan, Fannie Mae Chief Economist & SVP
Winnie Ling, Head of Legal and People at Blend
Boxed Lunch & Customer 1:1 meetings
Afternoon Activities
Join your peers for some fun in the sun. Sign up for one of several recreational activities offered, including: Golf Tournament, Pickleball Tournament, Falconry Class, and Beginners Golf Class.
Closing Reception & Golf Awards
Guest Departures
Inside the Forum experience
From fireside chats, innovation showcases, to product demos, Forum 2024 has a jam-packed agenda with ample time for fun and relaxation. Whether it’s a round of golf on The Old White or a tour of a once-classified nuclear bunker, you won’t want to miss this year’s Forum.
