CAB website - Agenda

CAB 2025 Agenda

Tuesday, Aug 19 events

4:00 PM – Check-in

Event check-in begins

5:00 PM – Welcome

Welcome and Kickoff with Mike de Vere

Debate events

5:15 PM – Fireside Chat

How to Balance Risk and Innovation in a Shifting Regulatory Landscape

Dan Chiazza, COO
Rodney Hood, Acting Comptroller of the Currency

Explore how today's financial leaders can navigate a rapidly evolving regulatory environment while striking the right balance between managing risk, fostering innovation, and ensuring fairness. Learn what's changing, what's coming next, and how to lead with confidence amid complexity.

6:00 PM – Dinner

Join Zest AI leadership and fellow executives to launch our CAB with an opening reception at the Chef’s Garden Tent.

Wednesday, Aug 20 events

8:00 AM – Breakfast

Start the day with a fresh, chef-curated breakfast spread featuring pastries, fruit, and locally roasted coffee.

9:00 AM – Kickoff

Kickoff with Dan Chiazza

9:15AM – Session

Trends in Lending & the Ethics of AI Pannel

Shayli Lones, SVP of Marketing
Adam Kleiman, Head of Product
Miriam Mitchell, Addition FCU
Jeff Klein, Commonwealth One FCU

Explore the latest trends shaping consumer lending, from AI adoption to regulatory pressure. Hear how leading institutions are navigating risks, building trust, and staying ahead in a rapidly evolving landscape.

10:30 – 10:45 AM – Break

10:45 AM – Product Vision

Product Vision: What's Next for Zest AI with Adam Kleinman, Head of Product

Get a first look at Zest AI’s product roadmap, what we've heard from you, and where the industry is headed.

11:45 AM – Lunch

Enjoy a Mediterranean-inspired spread, network, and catch up with the Zest AI team.

12:45 PM – Session

How Top Institutions Are Transforming Lending

Curtis Wagner, Head of Customer Engagement
Jaynel Christensen, Commonwealth Credit Union
Robert Lefkowicz, Langley Federal Credit Union

Hear how top institutions are modernizing lending with data and automation, what's working, what's not, and lessons learned along the way.

1:45 PM – Reflection Session

Coffee and Networking Break

2:15 PM – Workshop

Your Lending Roadmap with the Zest AI Customer Engagement Team

Break into working groups to reflect on goals for the next year. Share and compare exercise: where are you investing, what's slowing you down, and what support do you need

3:30 PM – Closing

Group Debrief & Closing with Mike De Vere

You shaped this conversation. You'll see your input reflected in what comes next. Recap key insights, what we heard from you, and next steps moving forward.

4:00 PM – Break

Take time to relax and recharge before the evening experience.

Meet in the lobby by 5:00 PM for transportation.

5:00 PM – Depart

Depart to Penner Ash

Private transportation provided to the vineyard estate.

6:00 PM – Vineyard Dinner

Penner Ash Experience

Vineyard Dinner

End the day with a beautifully prepared dinner overlooking the valley. Expect local wine pairings and curated seasonal dishes in an unforgettable setting.

5:30 PM – Penner Ash

Penner Ash Experience

Nestled in the heart of the Willamette Valley, Penner-Ash offers sweeping views and expressive, estate-grown wines.

9:00 PM – Transportation

Transportation back to The Allison Inn

Thursday, Aug 21 events

11:00 AM – Checkout

Hotel checkout

Thank you for joining us. Safe travels.

Zest AI is proud to host

CAB 2025

events@zest.ai

3900 W Alameda Ave floor 16

Burbank, CA 91505

Home

Attendees

Agenda

Contact

CAB 2025 Agenda

Tuesday, Aug 19 events

4:00 PM – Check-in

Event check-in begins

5:00 PM – Welcome

Welcome and Kickoff with Mike de Vere

Debate events

5:15 PM – Fireside Chat

How to Balance Risk and Innovation in a Shifting Regulatory Landscape

Dan Chiazza, COO
Rodney Hood, Acting Comptroller of the Currency

Explore how today's financial leaders can navigate a rapidly evolving regulatory environment while striking the right balance between managing risk, fostering innovation, and ensuring fairness. Learn what's changing, what's coming next, and how to lead with confidence amid complexity.

6:00 PM – Dinner

Join Zest AI leadership and fellow executives to launch our CAB with an opening reception at the Chef’s Garden Tent.

Wednesday, Aug 20 events

8:00 AM – Breakfast

Start the day with a fresh, chef-curated breakfast spread featuring pastries, fruit, and locally roasted coffee.

9:00 AM – Kickoff

Kickoff with Dan Chiazza

9:15AM – Session

Trends in Lending & the Ethics of AI Pannel

Shayli Lones, SVP of Marketing
Adam Kleiman, Head of Product
Miriam Mitchell, Addition FCU
Jeff Klein, Commonwealth One FCU

Explore the latest trends shaping consumer lending, from AI adoption to regulatory pressure. Hear how leading institutions are navigating risks, building trust, and staying ahead in a rapidly evolving landscape.

10:30 – 10:45 AM – Break

10:45 AM – Product Vision

Product Vision: What's Next for Zest AI with Adam Kleinman, Head of Product

Get a first look at Zest AI’s product roadmap, what we've heard from you, and where the industry is headed.

11:45 AM – Lunch

Enjoy a Mediterranean-inspired spread, network, and catch up with the Zest AI team.

12:45 PM – Session

How Top Institutions Are Transforming Lending

Curtis Wagner, Head of Customer Engagement
Jaynel Christensen, Commonwealth Credit Union
Robert Lefkowicz, Langley Federal Credit Union

Hear how top institutions are modernizing lending with data and automation, what's working, what's not, and lessons learned along the way.

1:45 PM – Reflection Session

Coffee and Networking Break

2:15 PM – Workshop

Your Lending Roadmap with the Zest AI Customer Engagement Team

Break into working groups to reflect on goals for the next year. Share and compare exercise: where are you investing, what's slowing you down, and what support do you need

3:30 PM – Closing

Group Debrief & Closing with Mike De Vere

You shaped this conversation. You'll see your input reflected in what comes next. Recap key insights, what we heard from you, and next steps moving forward.

4:00 PM – Break

Take time to relax and recharge before the evening experience.

Meet in the lobby by 5:00 PM for transportation.

5:00 PM – Depart

Depart to Penner Ash

Private transportation provided to the vineyard estate.

6:00 PM – Vineyard Dinner

Penner Ash Experience

Vineyard Dinner

End the day with a beautifully prepared dinner overlooking the valley. Expect local wine pairings and curated seasonal dishes in an unforgettable setting.

5:30 PM – Penner Ash

Penner Ash Experience

Nestled in the heart of the Willamette Valley, Penner-Ash offers sweeping views and expressive, estate-grown wines.

9:00 PM – Transportation

Transportation back to The Allison Inn

Thursday, Aug 21 events

11:00 AM – Checkout

Hotel checkout

Thank you for joining us. Safe travels.

Zest AI is proud to host

CAB 2025

events@zest.ai

3900 W Alameda Ave floor 16

Burbank, CA 91505

Home

Attendees

Agenda

Contact

CAB 2025 Agenda

Tuesday, Aug 19 events

4:00 PM – Check-in

Event check-in begins

5:00 PM – Welcome

Welcome and Kickoff with Mike de Vere

Debate events

5:15 PM – Fireside Chat

How to Balance Risk and Innovation in a Shifting Regulatory Landscape

Dan Chiazza, COO
Rodney Hood, Acting Comptroller of the Currency

Explore how today's financial leaders can navigate a rapidly evolving regulatory environment while striking the right balance between managing risk, fostering innovation, and ensuring fairness. Learn what's changing, what's coming next, and how to lead with confidence amid complexity.

6:00 PM – Dinner

Join Zest AI leadership and fellow executives to launch our CAB with an opening reception at the Chef’s Garden Tent.

Wednesday, Aug 20 events

8:00 AM – Breakfast

Start the day with a fresh, chef-curated breakfast spread featuring pastries, fruit, and locally roasted coffee.

9:00 AM – Kickoff

Kickoff with Dan Chiazza

9:15AM – Session

Trends in Lending & the Ethics of AI Pannel

Shayli Lones, SVP of Marketing
Adam Kleiman, Head of Product
Miriam Mitchell, Addition FCU
Jeff Klein, Commonwealth One FCU

Explore the latest trends shaping consumer lending, from AI adoption to regulatory pressure. Hear how leading institutions are navigating risks, building trust, and staying ahead in a rapidly evolving landscape.

10:30 – 10:45 AM – Break

10:45 AM – Product Vision

Product Vision: What's Next for Zest AI with Adam Kleinman, Head of Product

Get a first look at Zest AI’s product roadmap, what we've heard from you, and where the industry is headed.

11:45 AM – Lunch

Enjoy a Mediterranean-inspired spread, network, and catch up with the Zest AI team.

12:45 PM – Session

How Top Institutions Are Transforming Lending

Curtis Wagner, Head of Customer Engagement
Jaynel Christensen, Commonwealth Credit Union
Robert Lefkowicz, Langley Federal Credit Union

Hear how top institutions are modernizing lending with data and automation, what's working, what's not, and lessons learned along the way.

1:45 PM – Reflection Session

Coffee and Networking Break

2:15 PM – Workshop

Your Lending Roadmap with the Zest AI Customer Engagement Team

Break into working groups to reflect on goals for the next year. Share and compare exercise: where are you investing, what's slowing you down, and what support do you need

3:30 PM – Closing

Group Debrief & Closing with Mike De Vere

You shaped this conversation. You'll see your input reflected in what comes next. Recap key insights, what we heard from you, and next steps moving forward.

4:00 PM – Break

Take time to relax and recharge before the evening experience.

Meet in the lobby by 5:00 PM for transportation.

5:00 PM – Depart

Depart to Penner Ash

Private transportation provided to the vineyard estate.

5:30 PM – Penner Ash

Penner Ash Experience

Nestled in the heart of the Willamette Valley, Penner-Ash offers sweeping views and expressive, estate-grown wines.

6:00 PM – Vineyard Dinner

Vineyard Dinner

End the day with a beautifully prepared dinner overlooking the valley. Expect local wine pairings and curated seasonal dishes in an unforgettable setting.

9:00 PM – Transportation

Transportation back to The Allison Inn

Thursday, Aug 21 events

11:00 AM – Checkout

Hotel checkout

Thank you for joining us. Safe travels.

Zest AI is proud to host

CAB 2025

events@zest.ai

3900 W Alameda Ave floor 16

Burbank, CA 91505