General Sessions

Listen as visionary thought leaders and innovative customers take the stage to discuss the future of the financial services industry in our engaging keynotes.

Breakout Sessions

Learn how to leverage new tools, share best practices, and level up your nCino skills with interactive and dynamic breakouts featuring nCino subject matter experts and customer perspectives.

Product Pod Sessions

Tune into these short demo sessions highlighting different solutions and features within the nCino Platform and our partner ecosystem.

Lounge Live Sessions

Catch brief but powerful Ted Talk-style presentations in the Community Lounge covering a variety of industry topics, issues, and opportunities.

Breakout Session Themes

For nSight 2024, we've built our breakouts around the biggest themes currently impacting the financial services industry, as well as best practices, gold standards, and success stories from within the nCino community.

AI, Data, and Analytics 

How can financial institutions leverage new and emerging technologies to improve financial products and services? Explore how to reduce cost, manage risk, and serve your customers and members with AI, data, and analytics.

Industry Updates

What is top of mind for leaders within the global financial services industry? Hear how successful FIs approach issues such as macro-economic trends, regulatory updates, M&A activity and talent acquisition to ensure their organization is efficient, resilient and customer-centric.

nCino Gold Standards

What are the best practices for utilizing nCino to its fullest potential? Whether leveraging dashboards, seamlessly navigating covenants, optimizing the customer portal or more, learn how to turn these tools into opportunities and maximize your use of nCino.

nCino Customer Stories

How are FIs and their teams leveraging nCino to drive tangible results and innovation at their institution? Explore winning strategies and unique use cases from across the global nCino customer base that can help you streamline processes and enhance the customer journey.

Modern Banking Strategies

What does real modernization look like at financial institutions? Learn how to modernize your tech stack and processes, embrace new revenue strategies, leverage nCino’s partner ecosystem and improve your employee and customer experience to achieve success across your organization.

The nCino Mortgage Advantage

As the mortgage industry is reshaped by new economic challenges, nCino is helping institutions streamline processes, redefine the borrower journey, increase profitability and continuously adapt. Learn how to apply these tactics at your financial institution.

Explore the Agenda

Filter by date, session type or theme. Click on each session to learn more.

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3:00pm-4:00pm
May 14
Tuesday
May 15
Wednesday
May 16
Thursday
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1:00pm
1:00pm-3:00pm
OPTIONAL Add-On: Change Management Symposium
Join us before nSight kicks off for an exclusive nSight pre-conference session dedicated to all things change management. In this hands-on, interactive workshop, attendees will have an opportunity to present their change-related challenges to a team of nCino experts, who will help brainstorm solutions in a collaborative, conversational format. Attendees will gain new ideas to improve executive engagement, discover specific new strategies to solve persistent problems and network with other customers facing similar issues. This session costs $199 per attendee and is limited to the first 50 registrants. To attend, you must register for this additional session by selecting the "Change Management Symposium" add-on item during the nSight registration process.
3:00pm
3:00pm-6:00pm
nSight Registration
3:00pm-4:00pm
Newcomers Reception
Is it your first time at nSight? You're in for a treat! Be sure to join us at our Newcomers Reception for an extra warm welcome.
3:00pm-6:00pm
Welcome Reception in Community Lounge
Kick off the event of the year as we unveil the new and improved nSight 2024 Community Lounge and celebrate with food, drinks, and fun activities.
No results found.
9:00am
General Session
9:00am-10:30am
General Sessions
Pierre Naudé
Chairman and CEO at nCino
Anthony Morris
Chief Industry Innovation Officer at nCino
Kathryn McKoy
Master Product Specialist at nCino
Brandon Lokits
Principal Product Specialist at nCino
Rochelle Febres
Senior Product Manager at nCino
Tracy Farber
VP - Solutions Engineering at nCino
Paul Clarkson
Executive Vice President - Global Revenue at nCino
Andrew McFarlane
Chief Operating Officer, AIB
10:30am
10:30am-5:00pm
Community Lounge Open
We will have dedicated time in the Community Lounge from 10:30am - 1pm allowing you to visit our nCino Solution Hub and engage with subject matter experts, explore our partner ecosystem, or sit in on a Product Pod or Lounge Live session.

Booths featured in the nCino Solution Hub:
• Commercial Lending
• Commercial Pricing & Profitability, Powered by nIQ
• Credit Portfolio Management
• Global Commercial Lending
• Commercial Onboarding & Account Opening
• Small Business Lending
• SBA Lending
• Treasury Management
• Consumer Deposit Account Opening
• Consumer Lending
• Portfolio Analytics, Powered by nIQ
• US Mortgage
• Closing
• Incentive Compensation and Mortgage Analytics, Powered by nIQ
• Global Mortgage
• Customer Success
• Support Services
• Configuration Station
• nCino Admin+
11:00am
Product Pod
11:00am-11:20am
A New Era of Efficiency: Banking Advisor Powered by nIQ
Intelligence everywhere. It's more than just a slogan—it's a whole new reality. Come see the future of the platform as we introduce Banking Advisor, the transformative new AI-based experience in nCino's Bank Operating System.
Brett Dooies
Associate Director of Product at nCino
Edwin Estrada
Senior Product Manager at nCino
Product Pod
11:00am-11:20am
Do You Know Your Digits?
Join us to see how to harness the power of nCino's Mortgage Analytics product to seamlessly identify, measure, and monitor LO performance data. By tracking key performance indicators (KPIs), your institution can gain invaluable insights to enable efficient and data-driven decisions, mitigate risk, and ensure compliance with regulatory requirements. Elevate your operations by leveraging actionable data to optimize performance, enhance profitability, and maintain a competitive edge in the market.
Mari Denton
Vice President, Incentive & Analytic Solutions at nCino
David Hernandez
Principal Product Manager at nCino
Lounge Live
11:00am-11:20am
Empowering Tomorrow's Banking: Leveraging nCino for Growth
Sponsored by West Monroe

Unlock the potential of the nCino platform to drive growth, minimize risk, and streamline operations for today's commercial banking teams. Join us to learn essential strategies for maximizing efficiency and staying ahead in tomorrow's banking landscape.
Jayna Curran
Director at West Monroe
John Nichol
Director at West Monroe
Roger Taylor
Managing Director at West Monroe
Product Pod
11:00am-11:20am
Portfolio Stress Testing
Experience nCino’s Loan Portfolio Stress Testing tools. Our demo demonstrates how key features such as customizable stress scenarios and interactive dashboards enable financial institutions to proactively gauge and mitigate potential loan losses and strategically manage rollover and repricing risk. Benefit from actionable insights to enhance your financial resilience, fortify your financial standing, and improve borrower relations, strengthening both borrower relationships and your institution’s portfolio.
Toni Molinari
Senior Product Manager at nCino
Ian Dunn
Master Product Manager at nCino
11:40am
Lounge Live
11:40am-12:00pm
Introducing Generative AI-powered Mortgage Advisor
How does generative AI improve the mortgage lending process? In this session, we delve into the capabilities of Mortgage Advisor, a tool designed to accelerate the mortgage origination process, providing real-time analyses, identifying potential issues and suggesting actionable solutions. Join us to learn how Mortgage Advisor simplifies complex mortgage scenarios and ensures compliance with credit policy guidelines through its innovative use of data from diverse sources.
John Newlin
Managing Director, Midwest Banking Industry Lead at Accenture
Product Pod
11:40am-12:00pm
Optimizing Profitability with Data-Driven Pricing and Automation
Join nCino’s Commercial Pricing and Profitability (CPP) product team for an interactive demonstration highlighting new and enhanced capabilities that make our embedded pricing solution more powerful than ever. See how CPP can help commercial bankers achieve optimized pricing through relationship-level profitability insights, ensuring they meet institutional strategic targets. Explore the ways CPP can help automate the pricing process to streamline workflows and improve efficiencies within your organization. Don’t miss this opportunity to see how CPP can revolutionize your pricing strategy and enhance your institution’s profitability.
Pratik Mody
Principal Product Manager at nCino
Michael Chung
Senior Manager - Commercial Pricing & Profitability at nCino
Product Pod
11:40am-12:00pm
Participations: Increase Lending While Managing Risk & Efficiency
Explore nCino’s new collaboration with Participate, the first patented loan participation automation platform.

Join us for a demonstration of Participate’s capabilities within nCino’s Commercial Loan Origination System, optimizing your institution’s participation process for new and existing loans in a secure network of over 300 financial institutions.

With Participate, automate back-office tasks, enhance institutional efficiency, and allocate more time to strategic portfolio management. Experience increased fee income, improved liquidity, and better risk management in today's intricate banking landscape.
Matt Johnner
President & Co-Founder at Participate
Ken Katz
Head of Product at Participate
Jon Perry
Senior Manager - Product Management at nCino
Product Pod
11:40am-12:00pm
Step Into the Future of Digital Banking with nCino's Latest Innovation – the Omnichannel Experience
Redefining the Consumer banking online application process, we're delivering a faster, more streamlined application for a variety of secured and unsecured loans and deposit products — including DDA, MMA, HELOC, and more — with fewer clicks, and a sleeker, more intuitive customer experience journey. It's a true shopping cart experience where your customer can effortlessly add multiple products and breeze through the entire application seamlessly across their smart devices — or in branch to work with a personal banker.
Elevate your digital banking experience for your customers with nCino's Omnichannel Experience – where convenience and innovation converge for a truly unparalleled experience!
Rochelle Febres
Senior Product Manager at nCino
12:00pm
12:00pm-2:00pm
Lunch Available in Community Lounge
12:20pm
Product Pod
12:20pm-12:40pm
Closing the Gap Between Fraud Prevention and Customer Experience
As fraud continues to become more sophisticated, 75% of financial institutions (FIs) say they’re looking to invest in an Identity Risk Solution in 2024.* By focusing on identity, FIs will be able to better tailor fraud prevention methods to address vulnerabilities and opportunities across different channels. However, FIs must also ensure that they are maintaining a streamlined experience for good customers even as they introduce friction points for potentially fraudulent actors.

In this session, nCino will highlight their strategic partnership with Alloy, which helps FIs make smarter risk decisions and fight fraud while also providing a seamless customer experience.
Brice Pratt
Manager, Solutions Engineering - Banking at Alloy
Law Helie
General Manager - Consumer Banking at nCino
Product Pod
12:20pm-12:40pm
Risk Management Reimagined: Technology's Role in Credit Analysis
Unpredictable economic conditions demand more resilient credit risk management & mitigation. Increasing innovation & technologies are shaping the automation of credit risk practices. In this session, we explore how nCino envisages the future for a holistic approach to financial analysis & data-driven insights. In this session attendees will:

1. Explore the current challenges & innovative future of performing cashflow forecasting & sensitivity analysis
2. See nCino’s new Automated Covenant Testing solution
3. Discover the future of data-driven credit risk insights for informed monitoring & decisioning
Alice Whitworth
Principal Product Manager at nCino
Treeske Kluck
Principal Product Manager at nCino
Product Pod
12:20pm-12:40pm
Unleashing the Efficiency of Automation in Small Business
During this session, nCino experts will delve into the benefits of leveraging automation in an end-to-end small business workflow, from application, to underwriting, to portfolio monitoring. Through real-world examples, we will demonstrate the significant role of automation in improving the customer experience and accelerating the efficiency of small business banking.
Garrett Adams
General Manager - Small Business & Treasury Management at nCino
Tony Holt
Principal Product Specialist at nCino
1:00pm
1:00pm-4:00pm
Community Lounge Open
The Community Lounge will be open during this time allowing you to explore our partner ecosystem or engage with subject matter experts in our nCino Solution Hub.

Booths featured in the nCino Solution Hub:
• Commercial Lending
• Commercial Pricing & Profitability, Powered by nIQ
• Credit Portfolio Management
• Global Commercial Lending
• Commercial Onboarding and Account Opening
• Small Business Lending
• SBA Lending
• Treasury Management
• Consumer Deposit Account Opening
• Consumer Lending
• Portfolio Analytics, Powered by nIQ
• US Mortgage
• Closing
• Incentive Compensation and Mortgage Analytics, Powered by nIQ
• Global Mortgage
• Customer Success
• Support Services
• Configuration Station
• nCino Admin+
Breakout Session
1:00pm-1:40pm
Create Success With Your Center of Excellence
As you scale multiple lines of business, how do you best plan, manage, and grow your nCino ecosystem for your organization? Learn how Bank Independent, a regional community bank, has created a Center of Excellence that actively collaborates with key stakeholders from across the bank to build and deliver exceptional customer and team member experiences. This session will cover the importance of creating focused teams and roles that oversee the platform’s success by continuously evaluating and prioritizing the next best nCino solutions for each line of business.
Kelly Burdette
Senior Vice President - Digital & Product at Bank Independent
Erica Risner
Senior Customer Experience Solutions Specialist at Bank Independent
Tyler Martin
Application Analyst II at Bank Independent
Breakout Session
1:00pm-1:40pm
Digital Mortgage: The Contributions of eClosings
Get an inside look at how lenders and CUs are evolving to drive successful digital transformations into 2024. Gain an understanding of how innovators are thinking about borrowers' expectations of lenders, loan officers, and settlement agents as borrowers make one of the most significant decisions of their lives—getting a mortgage. This session will feature expert advice on growing your business and bottom line and how lending partners can continue to build trust to keep up with digital demand.
Jay Arneja
VP, eClose Solutions at nCino
Jonathan Kearns
VP, Product at MISMO
Harry Gardner
Director of Digital Services at ICE Mortgage Technology
Jennifer Cagle
Strategic Alliance Manager at Fannie Mae
Erin Hamilton
EVP, Regional President at Cross Country Mortgage
Breakout Session
1:00pm-1:40pm
Efficiently Managing Credit Risk
Portfolio risk management is important now more than ever. With sudden bank closures, spikes in interest rates, mortgage demand plummeting, and all time high delinquencies, FIs need the data and reports at their finger tips. You need to be able to answer questions like "Which segment of my portfolio is profitable?" or "How will changes in the economy impact my current loan portfolio?". Join us to learn how Portfolio Analytics can easily answer these questions, and hear how one user is efficiently managing their credit risk.
ian Dunn
Master Product Manager at nCino
Cassidy Burrows
Director of Customer Success - Portfolio Analytics
JJ Massey
Credit Administration Analyst at VeraBank
Breakout Session
1:00pm-1:40pm
Maximizing Your nCino Partnership: Powered by Customer Success
What sets our extraordinary customers apart from the average? Proactively taking advantage of the nCino partnership and the tools and resources available to them. The nCino journey is ever evolving as our product grows. Through a panel discussion with our directors from Customer Success, we'll highlight the gold standard of collaborating with your account team, from how to best utilize support to how to raise your A-game by optimizing with Admin+. The goal of this session is to help customers understand what benefits are available to them post go-live and how to best utilize them.
Nicole Caldwell
Director or Customer Success Management at nCino
Nicole Haverly
Executive Director - Support Engineering at nCino
Jennifer Bernard
Executive Director - Managed Services at nCino
Marc Yrsha
EVP, Chief Banking Officer at Arrow Financial
Geoff Cavey
Chief Operating Officer at Modern Bank
1:00pm-1:40pm
Meetup: Financial Institutions $10B - $100B in Assets
Are you representing a financial institution between $10B - $100B in assets at nSight 2024? Join us for a networking opportunity where you can connect, meet new colleagues and share ideas with your peers. We hope to see you there!
1:00pm-1:40pm
Meetup: Financial Institutions Below $10B in Assets
Are you representing a financial institution below $10B in assets at nSight 2024? Join us for a networking opportunity with your peers. Attendees can use this time to network, share ideas and connect with new colleagues. See you there!
Breakout Session
1:00pm-1:40pm
Navigating Releases: Strategies for Successful Release Adoption
In this session, we'll explore the power of product releases and discover key strategies encompassing methodology, planning, communication, and risk management that elevate release outcomes. This presentation will equip you with actionable insights for streamlined release adoption. Join us as we navigate complexities, minimize risks, and maximize success. Elevate your approach and lead your team towards seamless, impactful releases.
Jenna Veach
Senior Release Manager at nCino
Carly Davis
Senior Support Release Manager at nCino
Breakout Session
1:00pm-1:40pm
nCino in the Unique CIB Landscape
Sponsored by: Accenture

nCino’s roots are in commercial and small business, so going upmarket into Corporate & Investment Bank (CIB) business lines may seem daunting. In this panel session, Accenture Commercial Banking leaders and top financial institutions will share their experiences and strategies for implementing nCino solutions in the most complex business areas of banks. Discover the unique considerations involved in rolling out nCino in the CIB space and gain valuable insights into roadmap planning for CIB teams and how to ensure success at go-live.
Kim Kacal
Managing Director, Commercial Banking and Payments at Accenture
Tom McCaffery
Business Execution Director at Wells Fargo
Gareth Merrall
Global CIB Business Management at MUFG Europe
Yvonne de Warrimont-Duits
Program Manager at BALCOL ABN AMRO
Breakout Session
1:00pm-1:40pm
The Importance of Minority Depository Institutions in the Banking Ecosystem
Join us for an engaging session on the vital role of Minority Depository Institutions (MDIs) in fostering economic inclusion and community development in the financial services landscape. Hear from President & CEO James Sills, III of M&F Bank to learn how his bank and other MDIs serve as pillars of support for underserved populations, promoting financial stability and access to capital. Learn about the unique challenges and opportunities faced by these institutions and explore strategies to strengthen their impact. Gain insights into the significance of preserving and promoting MDIs to ensure a more equitable and diverse financial landscape.
Zedrick Applin
Head of Diversity, Equity, Inclusion, and Community at nCino
James Sills, III
President & CEO at M&F Bank
2:00pm
Breakout Session
2:00pm-2:40pm
Building a Support Model
Providing support for new and existing platform users is key to helping them succeed. But teaching users how to fish for answers on their own can save time for the support team and help users.

Learn how U.S. Bank uses dedicated Change Management and Production Operations teams to guide and prepare users as they are transitioning to the platform, building out resources for additional support, and fielding cases that require dedicated assistance.
Lura Whittier
Salesforce/nCino Production Operations Manager at U.S. Bank
Miranda Joslin
Engagement and Adoption Team Leader at U.S. Bank
Breakout Session
2:00pm-2:40pm
Built for Scale: Commercial Deposits Strategy Session
Commercial banks are built on relationships. But since every commercial client is different, and has unique needs it can be hard to streamline processes without sacrificing the client experience. In this session, we'll unpack how to build a strategy for scale in commercial banking while preserving the banker-client relationship.

In this session, we'll cover how digital account opening can support relationship-based banking rather than diminish it, practical steps to implement technology that will enhance the client experience & service, how to set up projects for success including addressing change management, and the business impact of modernizing commercial account opening processes.
Ryan Canin
GM - Commercial Account Opening at nCino
Breakout Session
2:00pm-2:40pm
Business Performance: Are You Measuring the Right Metrics?
As an industry, we are all united in the fight against margin compression—but we also face distinct obstacles to success, like reducing the time it takes to hand off work or eliminating short-term extensions. With the ability to report on any data point, nCino offers customers a powerful tool to address unique business challenges. This session will walk you through how to assemble success plans that utilize nCino’s reporting functionality to drive goal alignment and attainment. No matter what headwinds you’re facing, nCino’s reporting, support resources, and services can help you chart a course to success.
Danielle L. Pearson
Senior Business Value Consultant at nCino
Breakout Session
2:00pm-2:40pm
Effective Incentive Compensation Plan Management for Mortgage and Commercial Lenders
Managing variable compensation can involve a lot of paperwork for mortgage and commercial lenders. Manual processes can be labor-intensive, error-prone, and lack the flexibility and scalability needed to accommodate your evolving business. In this session, we'll discuss ways to effectively manage the expense to originate loans while driving production and increasing transparency for your team.

This session will also include a user discussion: hear how your peers at leading financial institutions are using the Incentive Compensation product (formerly called CompenSafe) to automate incentive compensation management and deliver accuracy, transparency, flexibility, and efficiency for their organizations. We’ll discuss best practices, methods to streamline incentive comp processing, ways to boost employee confidence in the loan compensation process, how you can gain insight into performance, and more.
Mari Denton
Vice President, Incentive & Analytic Solutions at nCino
Diana Sheffer
Senior Product Manager at nCino
Breakout Session
2:00pm-2:40pm
Managing Risk, Retaining Relationships, and Winning Deals in Volatile Times
This session is an evaluation of the current banking landscape, highlighting important macro risks and trends related to profitability, liquidity, delinquencies, and interest rate risk across the Financial Industry. Product Leaders will showcase how FIs can use nCino to assess and address these systematic risks for sound risk mitigation. Learn how nCino's on-platform Commercial Pricing and Profitability solution enables this analysis and allows institutions to effectively retain and win business.
Benjamin Miller
Principal Product Manager at nCino
Pratik Mody
Principal Product Manager at nCino
Michael Chung
Senior Manager - Commercial Pricing & Profitability at nCino
2:00pm-2:40pm
Meetup: Financial Institutions Above $100B in Assets
Are you representing a financial institution above $100B in assets at nSight 2024? Join us for a networking opportunity with your peers. Attendees are encouraged to use this time to socialize, share ideas and connect with new colleagues. See you there!
2:00pm-2:40pm
Meetup: Portfolio Analytics
If you’re an nCino Portfolio Analytics user, you won’t want to miss this networking opportunity at nSight 2024! Join us for a chance to connect with your peers, share best practices and build your network. We hope to see you there!
Breakout Session
2:00pm-2:40pm
Technical Solutions Forum
This session will provide an opportunity for technology leaders to connect with peers and discuss topics in an open format facilitated by nCino architects. Topics will include code quality and review, security stack, agile processes, monthly releases, and more.
Josh Blickhan
Customer Success Manager at nCino
Will Burke
Pre-Sales Solution Architect at nCino
Aaron King
Post-Sales Solution Architect at nCino
Breakout Session
2:00pm-2:40pm
Unlocking Banking Advisor: Use Cases and Prompt Building
Unlock your FI's full potential with GenAI. This session explores the transformative power of Generative AI in enhancing banking workflows. We will delve into the art of prompt engineering, offering insights on how to craft effective prompts for optimal outcomes. Come to learn to leverage your org's data, ensuring your GenAI applications are grounded in reality. Join us to revolutionize your approach and achieve better results with Banking Advisor.
Edwin Estrada
Senior Product Manager at nCino
Thomas Taylor
Senior Software Engineer at nCino
3:00pm
Breakout Session
3:00pm-3:40pm
Embedded Commercial Pricing and Profitability for Revolutionized Process and Performance
It's essential to candidly acknowledge that implementing nCino's Commercial Pricing & Profitability (CP&P) is not merely a "bolt-on" integration. This transformative journey involves an intensive process that requires commitment and strategic planning. However, the value yield on this investment can be significant. Committing to nCino's CP&P is a strategic decision that can yield substantial long-term benefits.
Bill Brex
VP, Commercial Credit Technology Officer at Columbia Bank
Brian McLeod
Master Commercial Pricing Advisor at nCino
Breakout Session
3:00pm-3:40pm
Maximizing Mortgage Success: Enabling Sales Teams & Nurturing Leads Through Digital Efficiency
Join Pam Faulkner in this breakout session as she takes you on a transformative journey where loan officers are leveraging technology and digital channels to run their day to day business. Discover the best practices that propelled loan officers (LOs) at Valley Bank to leverage mobile functionality with their partners, loan teams and the tools at hand to turn valuable leads into borrowers. Learn how the emphasis on web components and the strategic use of partner apps led to increased efficiency and heightened borrower engagement. Don't miss insights from Scott Honey at Valley Bank on preventing leads from dying on the vine. Hear real-world experiences as LOs customized partner apps, shared them at open houses, and leveraged the Loan Officer Dashboard to nurture leads. Discover the importance collaboration with your partners and responding to prospective borrowers quicker will help you close loans faster.

Join us to witness the success story of nCino mortgage, where online applications surged from 50% to approximately 72% and those applications started turned into closed borrowers!
Pam Faulkner
Director - Professional Services at nCino
Scott Honey
FVP of Production Support, Consumer Lending at Valley Bank
3:00pm-3:40pm
Meetup: Admins and Product Owners
Are you an nCino Admin or Product Owner attending nSight 2024? Join us for a networking opportunity where you can meet new colleagues, share best practices and build your professional network. We hope to see you there!
3:00pm-3:40pm
Meetup: Farm Credit System
We'd like to invite all our attendees representing the Farm Credit System to join us for a networking opportunity at nSight 2024! Come meet new colleagues, build your network, and share your ideas. We hope to see you there!
Breakout Session
3:00pm-3:40pm
The Impact of CECL on Your Financial Institution
CECL is here...now what? Join us as we dive deep into the impact CECL has on your financial institution. We will be talking through peer analysis, audit prep and maintenance, and the future business impact of CECL. If you've ever wondered what your peers were doing, how to prep for an exam or audit, or what CECL's silver lining is, this session is for you!
Cassidy Burrows
Director of Customer Success - Portfolio Analytics at nCino
Austin Rayfield
Principal Customer Success Manager - Portfolio Analytics at nCino
Breakout Session
3:00pm-3:40pm
The Journey from Data to Insights
Join us to learn how nCino can supercharge your organization's cloud banking solution through our intelligent solutions. This presentation will describe nCino's journey of building our robust and secure nCino Data Community and generating valuable, customized, and actionable insights from its data. We will also examine the types of data being collected, how the customized insights are surfaced back to the customer, how nCino enables its data infrastructure to secure its data, and how to become part of the nCino Data Community.
Dmitri Rybakov
Director – Global PMO at nCino
Braden Walters
Senior Operations & Analytics Consultant at nCino
Nithin RJ
Senior Manager - Engineering at nCino
Breakout Session
3:00pm-3:40pm
Unlocking Innovation: nCino's Developer Ecosystem and the Power of Consumer Banking APIs
This session offers a concise overview of nCino's Developer Ecosystem, outlining our vision to propel the banking industry into the future. We'll delve into our inaugural APIs product, the Consumer Banking APIs, discussing their significance, purpose, and implementation strategies. Learn why these APIs are a game-changer and how they can revolutionize your operations and customer experiences.
Hank Mitsch
Tech Partners Senior Solution Architect at nCino
Garrett Wade
Principal Product Manager at nCino
Breakout Session
3:00pm-3:40pm
Using Explainable AI Decisioning to Efficiently Minimize Losses
Learn how leveraging modern data techniques with latent bank data drives continuous credit monitoring and drives forward the future of credit portfolio monitoring. In this session, we'll discuss how leveraging nIQ + RDC for Continuous Credit Monitoring delivers efficiency and accuracy alongside revenue growth opportunities in a bank's existing portfolio.
Peter Fabbri
Master Product Manager at nCino
John Zugelder, CFA
Head of Client Advisory North America at Rich Data Co (RDC)
Gordon Campbell
Co-Founder and Chief Customer Officer at Rich Data Co (RDC)
Breakout Session
3:00pm-3:40pm
Women nFintech Panel Discussion
This panel discussion will feature a diverse group of women who have made significant contributions to the Fintech industry and they will discuss their experiences, challenges, and successes, and offer advice to aspiring women in Fintech.

More panelists to be announced!
Sophia Khamush
Customer Success Manager at nCino
Tina Mathas
Chief Technology Officer at General Bank of Canada
Amanda Hudson
Chief Information Officer at Southern AgCredit, ACA
Kelly Buchanan
Executive Vice President, Head of Enterprise Payments & Wholesale Technology at Truist
4:00pm
4:00pm-5:00pm
Hall Crawl Happy Hour in Community Lounge
Due to popular demand, we've added a happy hour to cap off the first day of nSight. Join us for a Hall Crawl where you can toast a successful start to the conference, get answers to your burning questions, and take another loop around the Community Lounge.
8:00pm
8:00pm-10:00pm
nSight Party
Wednesday's programming may be winding down, but the celebrations are just getting started! Join us for our famous nSight Party, an evening of entertainment, food, drinks, and a few fun surprises!
No results found.
9:00am
General Session
9:00am-10:30am
General Sessions
Sean Desmond
Chief Customer Success Officer at nCino
Jim Popp
President and CEO at Johnson Financial Group
Karen Snow
Global Head of Listings at Nasdaq
Taylor Nadauld, PhD
Chief Economist at nCino and Department Chair and Professor of Finance at Brigham Young University
John Moonshower
Chief Marketing Officer at nCino
10:30am
10:30am-4:00pm
Community Lounge Open
We will have dedicated time in the Community Lounge from 1pm - 4pm allowing you to visit our nCino Solution Hub and engage with subject matter experts, explore our partner ecosystem, or sit in on a Product Pod or Lounge Live session.

Booths featured in the nCino Solution Hub:
• Commercial Lending
• Commercial Pricing & Profitability, Powered by nIQ
• Credit Portfolio Management
• Global Commercial Lending
• Commercial Onboarding and Account Opening
• Small Business Lending
• SBA Lending
• Treasury Management
• Consumer Deposit Account Opening
• Consumer Lending
• Portfolio Analytics, Powered by nIQ
• US Mortgage
• Closing
• Incentive Compensation and Mortgage Analytics, Powered by nIQ
• Global Mortgage
• Customer Success
• Support Services
• Configuration Station
• nCino Admin+
11:00am
Breakout Session
11:00am-11:40am
AI in Action: Commercial Banking Re-imagined
Commercial bankers face unprecedented headwinds from high interest rates, rising operating costs, and deteriorating credit quality. Industry leaders are tapping innovative strategies – centered on digital and AI – to capture growth and profitability. In this session, join Accenture and Rich Data Co, who are helping commercial banks embed AI across their businesses to deepen customer relationships, enhance performance, and return to sustainable growth.
Ryan Shenoah
Managing Director, Commercial Banking at Accenture
Christopher Jaggard
Managing Director, Commercial Banking at Accenture
Ashish Garg
Associate Director, Applied Intelligence at Accenture
Gordon Campbell
Co-Founder / Chief Customer Officer at Rich Data Co. (RDC)
Breakout Session
11:00am-11:40am
How to Eat an Elephant (and the Competition)
Ever feel like a project is too big, and you aren’t sure where to start? Pleasing your customer is important, but giving them everything they want all at once can seem impossible.

Calling out the proverbial elephant in the room, the Elephant Carpaccio method streamlines the agile way of working to create bite-sized chunks of work.

Learn how to apply the methodology as we walk through the process and share real life scenarios. You’ll hear from U.S. Bank Head of Product Execution Angeline Kordiolis and Software Engineering Director Bart Musil as they team up with nCino’s Associate Director of Value Stream Management David King and Engineering Enablement Leader Brooks Folk.
David King
Associate Director Value Stream Management at nCino
Brooks Folk
Engineering Enablement Leader at nCino
Angeline Kordiolis
Head of Product Execution at U.S. Bank
Bart Musil
Director of Digital Services at U.S. Bank
Breakout Session
11:00am-11:40am
Lessons Learned: Five Implementations in 30 Months
Dive into the journey of a $2.7B/204-year-old community bank and learn how they successfully deployed 5 nCino products in 30 months. You'll hear about the their motivations, their successes, the order of the deployments, and prioritization strategies, in addition to team compositions with new full-time roles and executive support. We'll discuss the importance of change management, collaborating with nCino/3rd party vendors, and the advantage of the multiple deployments versus a prolonged linear approach.
John P. Sullivan
EVP, Chief Information Officer at BankNewport
Mikaela Wilkins
Lead nCino Admin at BankNewport
Breakout Session
11:00am-11:40am
Leveraging Mortgage Tech to Prepare and Adapt for Future Success
Whether you are a loan officer, operations leader or back office team player, you help prepare your business to be successful regardless of the market. With the intentional growth of mortgage tech, the companies that are quickest to adapt will thrive into the future. nCino Mortgage Suite offers solutions for IMBs, Banks, and CU's to lead the industry in adoption of digital mortgage solutions to grow their bottom line.
Pamela Faulkner
Director of US Mortgage Solutions
Jordan Houghtaling
Manager, Real Estate Systems at Altra Federal Credit Union
Meghan Handy
Chief Customer Officer at Embrace Home Loans
11:00am-11:40am
Meetup: Women in FinTech
Are you a woman in fintech or a supporter? We’re hosting a networking opportunity at nSight 2024 for the women shaping the future of banking. Join us to connect with and support your peers, share your experiences and build your professional network. See you there!
Breakout Session
11:00am-11:40am
Success in a Single Platform Transformation
Preparing for a digital transformation starts before signing the vendor contracts. This session will cover the due diligence your financial institution can do to be successful before, during, and after your digital transformation project.
Ashley Harton
Master Functional Consultant at nCino
James Rankin
Associate Director Solution Sales at nCino
Bryan Chambers
Regional Vice President at nCino
John Mau
SVP Director Bank Support Services at Johnson Financial Group
Heather Werhand
Vice President – Senior Project Manager at Johnson Financial Group
12:00pm
Breakout Session
12:00pm-12:40pm
Cultivating Success: Peer-Driven Strategies for Admins and Product Owners
This session is designed for nCino Product Owners and Administrators to gather and discuss hot topic features of nCino, their implementation, and business use cases. We will address your questions about implementation features such as: Smart Checklist, Covenants Servicing, Conditions, Deal Proposal, Transactional Product Package, Customer Portal, and Relationship Credit Actions.
Amy Kline
Customer Success Manager at nCino
Dewayne Hugh
Senior Customer Success Manager at nCino
Mary Butner
Senior Customer Success Manager at nCino
Jenny Smith
Principal Customer Success Manager at nCino
Drew Rhodes
Customer Success Manager at nCino
Paul Hernandez
Commercial Lending Systems Administrator at University Federal Credit Union
Breakout Session
12:00pm-12:40pm
How Modern Lenders Can Benefit from Mortgage Insights and Analytics
In the world of mortgage lending, reliable tools are essential for making informed, data-driven decisions. By leveraging our Mortgage Analytics product, you can gain clear insights into your lending data. See how the visibility into key performance indicators will empower you to increase efficiency and productivity.
David Hernandez
Principal Product Manager at nCino
Laura Drebickas
Solutions Engineer at nCino
12:00pm-2:00pm
Lunch Available in Community Lounge
Breakout Session
12:00pm-12:40pm
Managing Privacy Risk in the Age of AI
As more and more privacy and data protection laws come into play on a global, federal, state, and industry basis, it can be difficult to understand how to manage privacy risk in your organization. AI has thrown new technology into the mix, giving a fresh spin on existing law. This session will provide practical guidance on how to manage privacy risk in your organization in light of the advent of generative and predictive AI.
Caleb J. Mabe
Data Protection Officer and Lead Privacy and Data Protection Counsel at nCino
12:00pm-12:40pm
Meetup: North American Credit Unions
Attention North American Credit Unions at nSight 2024: you're invited to attend a networking opportunity with your peers! We encourage you to use this time to meet new colleagues, share your ideas and build your networks with other industry experts.
Breakout Session
12:00pm-12:40pm
Unlocking Insights with Data-Driven Banking
In this session, we will explore how Macquarie Bank has leveraged the nCino platform to unlock value for both our customers and Macquarie. By harnessing the power of having all client, relationship, credit, financial and portfolio data on a single platform, Macquarie has used this data to provide industry benchmarking insights to their customers.
Will Jung
Director of Product at Macquarie Bank
1:00pm
Product Pod
1:00pm-1:20pm
Automated Insights: Powering Better Portfolio Management
Join us for an exciting demo showcasing Automated Insights, nCino Portfolio Analytics' latest AI offering. Using trend analysis and peer comparisons, Automated Insights analyzes hundreds of thousands of report combinations to instantly highlight the most significant risks and opportunities. Automated Insights will save you time, uncover hidden data insights, and empower your team to better manage your loan portfolio.
Ian Dunn
Master Product Manager at nCino
David Royal
Manager, Product Management at nCino
1:00pm-3:00pm
Community Lounge Open
Use this dedicated time in the Community Lounge to visit our nCino Solution Hub and engage with subject matter experts, explore our partner ecosystem, or sit in on a Product Pod or Lounge Live session.

Booths featured in the nCino Solution Hub:
• Commercial Lending
• Commercial Pricing & Profitability, Powered by nIQ
• Credit Portfolio Management
• Global Commercial Lending
• Commercial Onboarding and Account Opening
• Small Business Lending
• SBA Lending
• Treasury Management
• Consumer Deposit Account Opening
• Consumer Lending
• Portfolio Analytics, Powered by nIQ
• US Mortgage
• Closing
• Incentive Compensation and Mortgage Analytics, Powered by nIQ
• Global Mortgage
• Customer Success
• Support Services
• Configuration Station
• nCino Admin+
Lounge Live
1:00pm-1:20pm
Identity at The Core: A Focus on Fraud and Countermeasures That Work
Sponsored by: Alloy

To mitigate fraud, banks must be able to clearly identify both the type of fraud methodology being used and the channel where it’s originating. The increasing sophistication of fraud attacks accentuates the importance of moving from transaction-centric to identity-centric fraud prevention models that increase the focus on identifying fraud at the time of customer onboarding.

In this session, Sara Seguin of Alloy will dive into the fraud prevention challenges that financial institutions face and how to implement countermeasures that work.
Sara Seguin
Principal Advisor on Fraud and Identity Risk at Alloy
Product Pod
1:00pm-1:20pm
Reducing Friction and Increasing Efficiency in Commercial Onboarding and Account Opening
In this presentation, we will tackle the challenges financial institutions face as they focus on deposit gathering for growth and liquidity in a high-rate environment. We’ll explore the ways your institution can streamline onboarding and account opening — notoriously time-consuming, complex, and costly processes in banking — to efficiently grow commercial deposits, while providing frictionless customer experiences and freeing relationship managers to focus on relationship building. By the end of this session, you’ll see how the innovations nCino has developed will propel your institution towards substantial deposit growth through seamless commercial onboarding and account opening.
Garrett Adams
General Manager - Small Business & Treasury Management at nCino
Ryan Canin
GM - Commercial Account Opening at nCino
Product Pod
1:00pm-1:20pm
Simplifying Real Estate Closings with nCino eVault for Mortgage
In this session, we'll unveil the power of closing your mortgage transactions electronically, taking you from hybrid closings (some paper, some esign) to the seamless integration of eNotes and eVaults into your closing process. Discover how your financial institution can lead the charge in digital transformation, making loan closings more efficient and borrower-friendly than ever before.
Jay Arneja
VP, eClose Solutions at nCino
Tracy Farber
VP - Solutions Engineering at nCino
1:40pm
Product Pod
1:40pm-2:00pm
Building a Resilient CRE Portfolio: Stress Testing and Monitoring for Long-Term Success
This session dives into the future of CRE portfolio risk management. Learn how to proactively mitigate and evaluate risk through advanced stress testing and continuous monitoring. Discover key strategies for credit portfolio management and gain insights into how nCino empowers FIs to navigate market uncertainties. Witness a demo of our monitoring solution and unlock valuable insights for a more resilient CRE portfolio.
Neal Chauhan
Principal Product Manager at nCino
Cody Poole
Principal Product Manager at nCino
Benjamin Miller
Principal Product Manager at nCino
Lounge Live
1:40pm-2:00pm
Enhanced nCino Document Experience with Unity
Sponsored by: Intellective

Learn how to provide enhanced access to documents and data for nCino users. Access all of your data and documents from any nCino UI. Automate receipt, classification, and placement of documents. Leverage enhanced viewing tools for annotations, redactions, the splitting and merging of documents in nCino.
Andrew Schurr
SVP Product & Support at Intellective
Product Pod
1:40pm-2:00pm
Optimizing in-branch interactions with nCino's Consumer Banking Experience
Explore how our streamlined branch banker workflows revolutionize customer onboarding and multi-product origination. Maximize efficiency and productivity for your team with our intuitive interfaces designed to simplify complex processes, empowering bankers to focus on what truly matters: serving your customers. Join us to discover how our innovative software transforms the banking experience, unlocking new levels of performance and customer satisfaction.
Mary Kathryn Hardy
Product Manager at nCino
Product Pod
1:40pm-2:00pm
Using nCino to Support the Spectrum of Mortgage Lending Outside the U.S.
In this session, we will showcase how the nCino single platform has been used to meet the breadth of use cases that exist in international mortgage use cases. This session will cover nCino’s vision for mortgage lending globally. We'll discuss how the platform is changing the pricing execution in the market, how broker-originated cased are solved for, and the ways in which the platform supports differentiated end customer experiences in Digital mortgage engagement.
Thomas Byrne
General Manager - EMEA Commercial and Mortgage at nCino
Richard Judd
Senior Sales Engineer at nCino
2:20pm
Product Pod
2:20pm-2:40pm
Innovations and Best Practices in Mortgage Verification
Dive into the intricacies of verifications, where we help you unravel the landscape of asset, income, and employment verification in the mortgage application process. Gain valuable insights into how the role of new technologies equips you with knowledge to navigate GSE programs and adoption challenges seamlessly. Discover future trends shaping the industry, and leave with practical takeaways to optimize your verification workflows, ensuring a smooth mortgage approval in an ever-evolving financial landscape.
Kyle Green
Principal Product Manager at nCino
Product Pod
2:20pm-2:40pm
Modernize Treasury Management Through the Power of a Single Platform
Discover how our innovative banking software revolutionizes treasury capabilities, streamlines processes, and provides a unified platform for unparalleled efficiency and control. Join us to discuss Strategies around non-interest income, gaining greater transparency into the entire customer relationship, and multi-product opportunities.
Jared Nelson
Principal Product Manager at nCino
Rich Estock
Treasury Consultant at nCino
Lounge Live
2:20pm-2:40pm
Protect nCino Data for Business Resilience
Sponsored by: Own Company

In an uncertain economy, minimizing risk, performing to plan, and driving innovation are essential. Failure to protect your nCino data can put your business continuity, data compliance, performance, and your financial institution’s future at risk.

In this session, learn where SaaS vendors' responsibilities to protect data end and where yours begin. Discover why business-critical data like loans, accounts, and treasury management in nCino must be protected with proactive initiatives like backing up, archiving, and security posture management to ensure a strong foundation for a digital transformation strategy that meets regulatory objectives.
Natascha Guerrero
Senior Product Marketing Manager at Own Company
Detelina Marikova
Senior Partner Product Manager at Own Company
Product Pod
2:20pm-2:40pm
Streamline Syndication with nCino & West Monroe’s Loan Marketplace
Financial institutions seek a digital platform for streamlined communication with syndication partners. West Monroe's Loan Marketplace, integrated with nCino's Commercial LOS, facilitates seamless sharing of deal information and documentation. Learn how our solution ensures efficiency across the loan lifecycle, from lead generation to underwriting and ongoing servicing, benefiting all involved parties.
Corey Coscioni
Director at West Monroe
Jayna Curran
Director at West Monroe
3:00pm
3:00pm-4:00pm
Closing Reception
U.S. Mortgage Experience @ nSight

nSight 2024 will feature dedicated U.S. mortgage programming, and is your chance to engage with peers, exchange ideas, and build relationships that can lead to valuable partnerships and collaborations within the industry. Click below to learn more about our mortgage-focused programming and networking opportunities.

Click Here to Learn More
Crowd watching a presentation at nSight

nCino University @ nSight

Optional pre-conference nCino University training is available Monday, May 13 - Tuesday, May 14. Featuring two tracks, nCino University @ nSight provides a curriculum of more in-depth configuration sessions and hands-on technical training for nCino Cloud Banking Platform and nCino Portfolio Analytics users and administrators.

Click Here to Learn More

Change Management Symposium

Join us Tuesday afternoon, May 14 from 1-3pm, for an exclusive nSight pre-conference session dedicated to all things change management. In this hands-on, interactive workshop, attendees will have an opportunity to present their change-related challenges to a team of nCino experts, who will help brainstorm solutions in a collaborative, conversational format. Attendees will gain new ideas to improve executive engagement, user adoption, and operational execution. They'll also discover specific new strategies to solve persistent problems and be able to network with other customers facing similar issues. The session costs $199 per attendee and is limited to the first 50 registrants. To register, please select the "Change Management Symposium" add-on item during the nSight registration process.

Click Here to Register