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Inside the Forum experience

Hear inspiring keynotes from Head of Blend, Nima Ghamsari, and other experts in banking, economics, and customer experience. Engage in dynamic breakout sessions, collaborate in industry roundtables, and connect with peers. Plus, enjoy golf, pickleball, and kayaking during your downtime!

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Day 1

Monday September 08

Day 2

Tuesday September 09

Day 3

Wednesday September 10

9:00 a.m. - 2:00 p.m.

Networking Activities

12:00 p.m. - 6:00 p.m.

Registration

6:00 p.m. - 8:00 p.m.

Welcome Reception

7:30 p.m. - 10:00 p.m.

Floating Hole Putting

7:00 a.m. - 8:00 a.m.

Breakfast

Sponsored by Finicity, a Mastercard company

8:00 a.m. - 9:15 a.m.

Keynote | AI and the Next Chapter of Origination

– Nima Ghamsari, Head of Blend
– Srinivasan Venkatramani, Head of Product, Technology and Client Operations
– Rebecca Blabolil, Chief Compliance Officer, CrossCountry Mortgag

9:15 a.m. - 10:15 a.m.

Industry Speaker | The Effortless Experience: Conquering the New Battleground for Customer Loyalty

Matt Dixon, Best-Selling Author of The Effortless Experience

10:15 a.m. - 10:45 a.m.

Morning Break

10:45 a.m. - 11:15 a.m.

Mortgage Breakout

Beyond the Loan: Turning Retention into a Strategic Growth Lever

– Garth Graham
– Colin Friday, PHH Mortgage
– Dan Bos, Covered

Consumer Banking Breakout

The Next Frontier: Designing Application-less, Hyper-Personalized Banking Experiences

– John Whipple
– Pete Amstutz, Navy Federal
– Chris Saak, US Bank

11:15 a.m. - 11:45 a.m.

Mortgage Breakout

Growth Playbook: Home Equity as a Relationship Product

– Lili Sander
– Chad Powers, Fifth Third

Consumer Banking Breakout

Beyond the Application: Smarter Cross-Sell Through Digital Engagement

– Reva Rao
– Sri Aravamudan, BCU
– Michelle Case, Langley Federal Credit Union
– Howie Meller, People First FCU

11:45 p.m. - 1:00 p.m.

Lunch

Sponsored by Trustage

1:15 p.m. - 2:00 p.m.

Roundtable Discussions

– AI Think Tank
– Growth Engine 2.0: Rethinking the Top of Funnel
– Leveraging verified origination experiences to drive better outcomes (in partnership with TrueWork)
– Deepening Customer Engagementy

2:15 p.m. - 2:45 p.m.

Snack Break

Sponsored by OneSpan

2:45 p.m. - 4:00 p.m.

Innovation Showcase

4:00 p.m. - 6:00 p.m.

Free time / Meetings

6:00 p.m. - 9:00 p.m.

Cocktail Hour & Seated Dinner

7:30 a.m. - 8:30 a.m.

Breakfast

8:30 a.m. - 9:15 a.m.

Closing Keynote

Nima Ghamsari, Head of Blend

9:30 a.m. - 10:15 a.m.

Roundtable Discussions

– AI ‘Think-Tank’: What’s Working and What’s Next
– Growth Engine 2.0: Rethinking the Top of Funnel
– Deepening Customer Engagement
– Leveraging Verified Origination Experiences to Drive Better Outcomes sponsored by Truework

10:15 a.m. - 10:45 a.m.

Snack Break / Visit Partner Hub

10:45 a.m. - 11:45 a.m.

Industry Speaker

Nomi Prins, PhD, Political-Financial Expert, Journalist & Author

12:00 p.m. - 1:00 p.m.

Grab-and-go lunch

1:00 p.m. - 6:00 p.m.

Activities / Free time

6:30 p.m. - 9:00 p.m.

Closing Reception

6:30 a.m. - 7:00 a.m.

Sunrise Yoga

7:30 a.m. - 8:30 a.m.

Breakfast

8:30 a.m. - 9:15 a.m.

Closing Keynote

Nima Ghamsari, Head of Blend

9:30 a.m. - 10:15 a.m.

Roundtable Discussions

– AI ‘Think-Tank’: What’s Working and What’s Next
– Growth Engine 2.0: Rethinking the Top of Funnel
– Deepening Customer Engagement
– Modernizing Digital Closings

10:15 a.m. - 10:40 a.m.

Morning Break

10:45 a.m. - 11:45 a.m.

Industry Speaker

Nomi Prins, PhD
Political-Financial Expert, Journalist & Author

12:00 p.m. - 1:00 p.m.

Grab-and-go Lunch

Sponsored by Doma

12:00 p.m. - 6:00 p.m.

Activities / Free time

6:30 p.m. - 9:00 p.m.

Closing Reception

Our Sponsors

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