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!
Monday September 08
Tuesday September 09
Wednesday September 10
Networking Activities
Registration
Welcome Reception
Floating Hole Putting
Breakfast
Sponsored by Finicity, a Mastercard company
Keynote | AI and the Next Chapter of Origination
Nima Ghamsari, Head of Blend
Srinivasan Venkatramani, Head of Product, Technology and Client Operations
Industry Speaker | The Effortless Experience: Conquering the New Battleground for Customer Loyalty
Matt Dixon, Best-Selling Author of The Effortless Experience
Break & Partner Hub
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
Mortgage Breakout
Growth Playbook: Home Equity as a Relationship Product
– Lili Sander
– Mark Crowson, Regions
Consumer Banking Breakout
Beyond the Application: Smarter Cross-Sell Through Digital Engagement
– Reva Rao
– Howie Meller, People First FCU
Lunch
Sponsored by Trustage
Roundtable discussions
– AI Think Tank
– Growth Engine 2.0: Rethinking the Top of Funnel
– Deepening Customer Engagement
– Shift Engagement Left: Embedding It Directly Into the Digital Journey
Snack break
Sponsored by OneSpan
Innovation Showcase
Free time / Meetings
Cocktail Hour & Seated Dinner
Breakfast
Closing Keynote
Nima Ghamsari, Head of Blend
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
Snack Break / Visit Partner Hub
Industry Speaker
Nomi Prins, PhD, Political-Financial Expert, Journalist & Author
Grab-and-go lunch
Activities / Free time
Closing Reception
Breakfast
Closing Keynote
Nima Ghamsari, Head of Blend
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
Snack Break / Visit Partner Hub
Industry Speaker
Nomi Prins, PhD
Political-Financial Expert, Journalist & Author
Grab-and-go Lunch
Activities / Free time
Closing Reception
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