ENGAGE 2019 Agenda

Agenda has been updated as of 2/21. Click the arrows to view content details.

Monday, February 25

4:00 pm - 6:00 pm
Registration & Badge Pickup
Vineyard Room

In the lobby, near the reception desk.

6:00 - 8:00 pm
ENGAGE Salud!
Sonoma Valley Room

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
Pavilion

Join us for a networking breakfast.

9:00 am - 9:15 am
ENGAGE 2019 Kickoff
Pavilion
9:15 am - 9:45 am
Opening Keynote: Disruption in the Insurance Industry: Are We There Yet?
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.

Abstract
We’ve all heard a lot about disruption; and witnessed its impact on the travel, music and taxi industries, just to name a few. But have we really seen disruption in the Insurance industry? How much further do we have to go and what does the end game look like?  Insurers and brokers are investing heavily in digital transformation to improve customer experience and transform their business. But will it be enough?  New entrants are changing the landscape rapidly, and yet seemingly there is no clear winner. Significant competitive advantage is at stake, yet there are significant obstacles still in play. This keynote address covers the current and future state of disruption in the Insurance industry and sets the stage for the events over the next few days.

9:45 am - 10:15 am
Opening Keynote: Viewing Insurance Through a Transformational Lens
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.

Abstract
With the velocity of change in and around insurance, insurers must seek an edge in a highly competitive market while balancing a number of foundational needs. Adaptability and flexibility are becoming top priorities, and insurers have to transform their strategies, outlooks, technical environments, and organizations to match. Massive amounts of data must be turned into insight to inform operations. New technologies are creating new opportunities. Karen Furtado of Strategy Meets Action will explore the approaches insurers can take to strategically accelerate their transformation in order to compete today and into the future.

10:15 am - 10:30 am
Break
Pavilion
10:30 am - 11:15 am
Keynote: Evolution Toward a Future State of Insurance
Alec Miloslavsky, Chief Executive Officer, EIS Group
  Alec Miloslavsky has more than 20 years of experience in technology and entrepreneurial leadership. Prior to EIS Group, Alec was the co-founder and former chairman and CEO of Exigen Services (now named Return on Intelligence), a company that has grown to revenues exceeding $70 million. Earlier in his career, Alec co-founded Genesys Telecommunications Laboratories and served as CTO from its inception. Alec helped lead Genesys through its successful initial public offering and subsequent sale to Alcatel for $1.9 billion in 1999. This exit generated 30x returns to shareholders. Following the acquisition, he played a key role with the integration of Genesys into the Alcatel organization.

Abstract
The insurance business model is under pressure across all lines of business. A response is needed however core systems are a main impediment to progress. Alec Miloslavsky will describe how EIS Group looked to trends pioneered by dominant eCommerce players as guideposts and built an evolutionary path for its core, digital and data solutions as a platform enabling the future state of insurance business.

11:15 am - 12:00 pm
General Session: Roadmap to our Next-Gen Platform
Michael Dwyer, Chief Technology Officer and Executive Vice President, Engineering, EIS Group

What technology will underpin the success of the future state insurance platform?  Listen as Michael Dwyer describes the strategic drivers of EIS Group’s technology roadmap and illustrates how EIS Suite has and will continue to evolve as a next-gen, cloud-native platform for business innovation and growth in the connected, digital era.

12:00 pm - 1:15 pm
Lunch
Pavilion
1:15 pm - 2:00 pm
General Session: Product Roadmap Update
Rowshi Pejooh, Executive Vice President, Product Management, EIS Group

Rowshi will highlight the key investments into our continued evolution of the EIS Suite. She will cover important new and planned features for each insurance segment. Gain insight into what is coming so that you can plan to take advantage of the new features when they arrive. Or even better, become an early adopter and provide a voice to influence some of the features.

2:00 pm - 2:30 pm
General Session: Maximizing the Path to Value with EIS Group SaaS
Jim Caruso, Executive Vice President, WW Professional Services, EIS Group

This session will provide an overview of the EIS SaaS Strategy and how this offering will respond to the evolving market needs. The evolution of EIS SaaS will be discussed to provide a context on how our customers, cloud vendors, and the EIS Group product has evolved and what plans EIS Group is making to respond to our customers’ needs in terms of reducing time to deployment.

2:30 pm - 2:45 pm
Break
Pavilion
2:45 pm - 4:00 pm
Customers innovating with EIS technology

Peggy Maher, Head of Direct to Consumer, Guardian

Michael J Smith, Technologist, Liberty Mutual Insurance

Peter Muggleston, CIO and Michelle James, Chief Customer Officer, Tower Insurance

Moderator: Jim Caruso, Executive Vice President, WW Professional Services, EIS Group

The sharing of experiences and learnings with fellow insurance executives has proven to be a highlight of EIS Group customer gatherings. ENGAGE will continue this tradition. This session will feature three forward-thinking insurance carriers who will tell their unique stories of venturing into new areas and their innovation journey with EIS Group.

4:00 pm - 4:30 pm
Day 1 Wrap Up
4:30 pm - 6:30 pm
Partner Showcase & Reception
Kenwood I

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
Pavilion

Join us for a networking breakfast.

9:00 am - 9:15 am
General Session: Recap
Pavilion
9:15 am - 9:30 am
Opening Remarks

Business Track – Kenwood II

Technical Track – Kenwood I

9:30 am - 10:30 am
Partner Keynote
Breakout Tracks: Business or Technical

Business Track – Kenwood II

Insurance: The race to win… PwC View on how to win the “race” and leveraging the Essential 8 Emerging Technologies

Jim Quick, Financial Services Insurance Partner, PwC

Technology costs are plummeting, and the pace of change is moving at an exponential pace. We have determined there are an “Essential Eight” key technologies impacting business: AI, Augmented Reality, Blockchain, Drones, IOT, Robotics, VR, and 3-D Printing.

 

Technical Track – Kenwood I

Market and Technology Drivers in Insurance

Matthew O’Mara, CEO, Karan Mishra, COO/CIO and Santoash Rajaram, CTO, Spraoi

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

Business Track – Kenwood II

Top Product Changes in Usability

Rita Iorfida, Jim Eva, and Sergey Zyrianov, Product Strategy Executives, EIS Group

You spoke, we listened. The EIS Group product team will be presenting usability changes in critical parts of the system that address many of the pain points we have heard and observed. In this session, you will Become familiar with EIS strategy regarding UI as well as getting a glimpse of some very interesting work being done around underwriting.

a. Flexibility in shaping customer experience
b. Modern easy / clean UI
c. Emphasis on operational efficiency & minimizing clicks
d. Transition from native UI

Technical Track – Kenwood I

Evolution of Application Architecture to a Next-Gen Platform

Michael Dwyer, Chief Technology Officer and Executive Vice President, Engineering, EIS Group

Find out how the EIS Suite application architecture is evolving to take advantage of cloud-native and microservices design paradigms and a continuous delivery pipeline all supported by Agile and DevOps delivery approaches. Hear about the newest and upcoming enhancements to the EIS Suite’s foundation of platform and framework services.

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

Business Track – Kenwood II

EIS DXP – The Top 5 DXP Enhancements

Daragh Moran, Vice President, Engineering, EIS Group

Digital transformation is rapidly changing insurance. Digital applications implemented as sales and service portals, mobile and IoT apps are being used to improve customer experience and enhance risk monitoring and reporting. Customer acquisition, onboarding and engagement, underwriting and risk management, billing and claims are all areas impacted by the digital innovations, and incumbents challenged by insurtechs. With EIS DXP, EIS Group provides a set of digital capabilities to enable carriers to accelerate their digital strategy. The session will cover the enhanced DXP capabilities to support carriers in the execution of their digital strategy.

Technical Track – Kenwood I

Integrating ML into EIS Applications

Fazi Zand, Senior Vice President, Product Management, EIS Group

In this session, we review the process and technology that EIS Group has put together for machine learning, and the integration options for operationalizing decision engines at the point of transactions, interactions, and decisions.

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

Business Track – Kenwood II

Leveraging Insights in Insurance Applications and Processes

Fazi Zand, Senior Vice President, Product Management, EIS Group

This session will include an overview of the state of AI relevant to insurance industry as well as an update on EIS Group activities and plans for 2019. We discuss areas of opportunity to use machine learning to extract insights from data, leverage automation to make insights actionable where they have the most impact and suggest a practical implementation model to incorporate machine learning where it has the most impact on results, at the point of interaction, transaction, or decisions.

Technical Track – Kenwood I

EIS DXP – Digital Experience Platform

Daragh Moran, Vice President, Engineering, EIS Group

An architectural deep dive on EIS DXP and how the product and accelerators assist with digital transformation. Particular examples of how EIS DXP assists with direct-to-consumer leveraging it to assist with digital transformation programs within the enterprise will be shared.

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

Business Track – Kenwood II

EISU and the Path to Self-Sufficiency

Nancy Kelly, Senior Vice President, Customer Implementations, EIS Group

EIS University’s mission is to lay the foundation for project team members to successfully implement EIS Suite solutions. However, gaining proficiency within EIS Suite requires experience, and thus the transfer of knowledge must be appropriately phased in over time.

Through our Learning Paths strategy, we provide learners with the direction to build upon on the knowledge and skills gained through EIS University courses, putting them on a path to self-sufficiency.

Technical Track – Kenwood I

Learnings and Best Practices of Implementing EIS Suite

Virginia Lowe, Senior Vice President, WW Sales and Services, EIS Group

Based on 13 years of experience implementing the EIS platform will share the learnings and best practices developed over time. Focused on predictors of success from the planning phase to the go live.

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

Business Track – Kenwood II

What’s new in UX?

Zan Joshi, UX Strategist & Nathalia Sandoval, UI Engineer, EIS Group

Given new and advancing strategies and principles in user experience (UX), we will discuss how these are implementing and shifting EIS products. The design thinking process for EIS Group will be discussed, along with challenges faced during this shift and the associated benefits. Moreover, we will discuss new guidelines in UX and how these were implemented successfully in our recent underwriting desktop project. Furthermore, we will discuss where UX is headed in the future of the industry and what’s to be expected of the future of the EIS user experience.

Technical Track – Kenwood I

Leveraging DevOps and CI/CD for Success

Girts Baltaisbrencis, Vice President, CI/CD Solutions, EIS Group

An overview of EIS DevOps for CI/CD platform used by implementation delivery and R&D projects. Sets of environment components and tooling supported by EIS DevOps leveraging automation for each piece of CI/CD platform.

 

2:30 pm - 2:45 pm
Break
Kenwood Foyer
2:45 pm - 3:15 pm
General Session
Breakout Tracks: Business or Technical

Business Track – Kenwood II

Mind the Gap in Customer Engagement

Anthony Grosso, Vice President, Product Marketing, EIS Group

Did you know that 56% of insurance customers in mature global markets have had no interactions with their carriers in the last 18 months?  How can carriers build relationships and loyalty with their customers if they never speak to them?

Enterprise Salesforce implementations have been tremendous in connecting with sales and distribution, but have left a gap at the operational level. Learn how CustomerCore CEM™ is well positioned to fill that gap.

Technical Track – Kenwood I

The Depth and Breadth of EISU

Nancy Kelly, Senior Vice President, Customer Implementations, EIS Group

EIS University utilizes a variety of training delivery modalities to meet the evolving needs of our users. By matching clear, instructionally sound training objectives with an appropriate delivery approach, we continue to build a robust offering of both instructor-led and self-study content.

3:15 pm - 3:30 pm
Closing Remarks

Business Track – Kenwood II

Technical Track – Kenwood I

3:30 pm - 4:45 pm
Closing Keynote: Bubbles & Bites
Eva Bertran, Gloria Ferrer Caves & Vineyards

Pavilion

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.

Abstract
An exploration of innovation in the Northern California Wine Industry. Hear about the history and beauty of Gloria Ferrer Caves & Vineyards located in the Carneros AVA in Sonoma, California. Learn about sparkling wine styles and the art of crafting sparkling wines, and gain an understanding of the nuances of food and wine pairing. Three small bites will be paired with three different sparkling wines from Gloria Ferrer Caves & Vineyards.

4:45 pm - 5:00 pm
Final Remarks
Pavilion
6:00 pm - 8:00 pm
Wine Down Wednesday
Sonoma Valley Room & Patio

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.