ENGAGE 2019 Agenda

Monday, February 25

4:00 pm - 6:00 pm
Registration & Badge Pickup
6:00 - 8:00 pm
ENGAGE Salud!

Welcome to Sonoma Wine Country! Tempt your taste buds as we kick off ENGAGE 2019 with local wine and food at our opening reception. This will be a fun interactive evening for networking with professional connections while enjoying the culinary flavors of the region. Salud!

Tuesday, February 26

7:30 am - 9:00 am
Morning Mingle & Breakfast

Join us for a networking breakfast.

9:00 am - 9:15 am
ENGAGE 2019 Kickoff
9:15 am - 9:45 am
Opening Keynote by Sharon Ludlow
Corporate Director and Executive in Residence, Global Risk Institute
  Sharon is a Corporate Director and C-suite executive with 25 years of experience in the financial services industry. Sharon was formerly President & CEO, Swiss Re Canada; one of the world’s largest reinsurers and President, Aviva Insurance Company of Canada, Canada’s 2nd largest property & casualty insurer.

Sharon also serves as Executive in Residence, Global Risk Institute and recently advised OMERS, one of Canada’s largest pension plans, on its insurance investment strategy. Sharon serves on the Boards of EIS Group, Green Shield Canada and Ortho RTI. Earlier in her career, she launched Kanetix, Canada’s first online insurance marketplace for consumers.

Sharon is a Chartered Accountant/Chartered Professional Accountant; with a Bachelor of Commerce degree from the University of Toronto. Sharon is a graduate of the Directors Education Program, Rotman/Institute of Corporate Directors and holds an ICD.D designation.

Sharon was awarded by WXN as one of Canada’s Top 100 Most Powerful Women and one of the Top 50 Women in the insurance industry globally by Reactions magazine.

 

9:45 am - 10:15 am
Opening Keynote by Karen Furtado
Partner, Strategy Meets Action (SMA)
  Karen Furtado, a Partner at Strategy Meets Action, is a well-known authority on insurance technology and how it fuels transformation within insurance companies. Her focus is helping insurers prepare for the future of the industry through the decisions they make today. Karen’s deep understanding of how to effect change guides insurers in the development and implementation of their transformation roadmaps. Her comprehensive knowledge stretches across core systems, the implications of InsurTech, and enhancing adaptability and flexibility in a changing market. Her commitment to promoting innovation, encouraging the exploration and adoption of new technologies, and developing proactive ways to plan for the future draws those seeking an edge. In a highly competitive world, Karen brings exceptional knowledge and experience to the challenges of connecting solutions to business and IT requirements.

For more than 30 years, Karen has held leadership positions across the insurance industry. She was the Vice President of CGI’s Insurance Practice and Insurance Practice Director at Collaborative Consulting. She is a frequent keynote speaker at major industry conferences and a regular contributor to a number of insurance publications.

 

10:15 am - 10:30 am
Break
10:30 am - 11:00 am
Keynote: EIS Group Investing in the Future
Alec Miloslavsky, Chief Executive Officer, EIS Group
11:00 am - 12:00 pm
General Session: Roadmap & our Next-Gen Platform
Michael Dwyer, Chief Technology Officer, EIS Group
12:00 pm - 1:00 pm
Lunch
1:00 pm - 1:30 pm
Customers innovating with EIS technology
1:30 pm - 2:30 pm
General Session: Migrating to our Next-Gen Platform
2:30 pm - 3:00 pm
General Session: EIS SaaS Offerings
3:00 pm - 3:15 pm
Break
3:15 pm - 4:00 pm
Customers innovating with EIS technology
4:00 pm - 6:30 pm
Partner Showcase & Reception

Meet, greet, and learn! Connect with key strategic partners of EIS Group. The Partner Showcase & Reception gives attendees the opportunity to meet one-on-one with EIS Group’s technology and SI partners, ask in-depth questions, and learn about the latest industry trends. This event includes a hosted bar and a variety of delicious appetizers.

Wednesday, February 27

7:30 am - 9:00 am
Morning Mingle & Breakfast

Join us for a networking breakfast.

9:00 am - 9:30 am
General Session: Recap
9:30 am - 10:30 am
Partner Keynote
Breakout Tracks: Business or Technical

Attendees will split into their selected breakout tracks—either Business Track or Technical Track.

10:30 am - 10:45 am
Break
10:45 am - 11:30 am
Keynote
Breakout Tracks: Business or Technical

Business Track
Keynote: Top product innovations

Technical Track
Keynote: The architecture of the next-gen platform

11:30 am - 12:00 pm
General Session
Breakout Tracks: Business or Technical

Business Track
EIS DXP – Top enhancements

Technical Track
AI/ML – What’s new?

12:00 pm - 1:00 pm
Lunch
1:00 pm - 1:30 pm
General Session
Breakout Tracks: Business or Technical

Business Track
AI/ML – Top enhancements

Technical Track
Getting the most of EIS DXP

1:30 pm - 2:00 pm
General Session
Breakout Tracks: Business or Technical

Business Track
Becoming self-sufficient with EISU

Technical Track
Solution Tips, Tricks, and Best Practices: Core, Implementation, and Services

2:00 pm - 2:30 pm
General Session
Breakout Tracks: Business or Technical

Business Track
What’s new in UX?

Technical Track
The depth and breadth of EISU

2:30 pm - 3:00 pm
Break
3:00 pm - 3:30 pm
Closing Remarks
3:30 pm - 5:00 pm
Closing Keynote by Eva Bertran
Gloria Ferrer Caves & Vineyards

 

Eva Bertran brings a captivating blend of Spanish style and California charisma to Gloria Ferrer Caves & Vineyards. Complemented by her impressive wine expertise and deep understanding of the Sonoma Carneros region, Bertran is an ideal leader at Gloria Ferrer. Having left her native Spain in 1986 — where her own family was in the wine business — she is a member of the original team that launched Gloria Ferrer and continues to oversee the winery as devotedly as if it were her own family business.

Bertran holds a master’s degree in international management from Spain’s top business school, Escuela Superior de Administración y Dirección de Empresas University (ESADE). Armed with this education, she has lent her astute intelligence and dynamic energy to every job she undertakes. She is instrumental in fostering the Catalonian traditions through every facet of Gloria Ferrer, infusing the company culture with her own casual elegance, quick wit, and enthusiasm.

A passionate wine educator, Bertran embraces her role as international ambassador for Gloria Ferrer, leading sparkling wine and food pairings for consumers, trade, and media. She is relentless in her understanding of sparkling wine as much more than a celebratory beverage. The cooking skills that Bertran has cultivated throughout a lifetime have led to a dynamic understanding of sparkling wine and its versatility with food. Her presentations at the winery and throughout the world are insightful and profoundly persuasive.

Bertran is equally involved in her local wine community. A past-president of both the Sonoma County Vintners, and Sonoma  Valley  Vintners and Growers, and she remains an active member in these two associations.  She has also been involved in various committees at Carneros Wine Alliance, the California Wine Institute among others.

Away from work, Bertran complements her love of food and wine with her zeal for skiing, biking, yoga, and swimming. Having studied with the famous Catalan Chef Montserrat Segui, she enjoys preparing traditional Catalan dishes inspired by her grandmother, Teresa, for her husband, David, and their sons, Paul and Jack.
6:00 pm - 8:00 pm
Wine Down Wednesday

One last “cheer” to a productive conference! Join us as we close the inaugural ENGAGE with a special closing networking event. Enjoy the best of California wine and cuisine as you wrap up conversations with your fellow colleagues from the conference.