Navigating Financial Services at Dreamforce

October 14-16 | San Francisco, CA

Dreamforce brings endless opportunities, but knowing where to start can be tough. Coastal helps you find your direction—so you can focus on the ideas and connections that spark lasting impact.

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Sessions & Events

Monday, OCT 13

Tuesday, OCT 14

Wednesday, OCT 15

Thursday, Oct 16

11:00am-6:00pm

✨Fairways & Finance: Pre-Dreamforce Golf Outing

Financial Services Social Event

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6:00PM-9:00pm

Sweep-O-Ween Happy Hour Sponsored By Coastal

Cross-Industry Social Event

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8:15am-9:30Am

✨Fueling Financial Futures: A Banking & Credit Union Executive Breakfast

Financial Services Data & AI

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10:00am-12:00pm

Keynote Watch Party With Coastal

Cross-Industry Social Event

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12:15Pm-1:45pm

Activating Your Existing CRMA Datasets for Agentic AI with Tableau Next

Cross-Industry Data & AI

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12:30pm-1:30pm

✨Driving Success as a Financial Services Product Owner

Financial Services Product Owners Roundtable

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1:30Pm-1:50pm

Admin Secrets: The Art of Simplifying Salesforce

Cross-Industry Admins

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2:00pm-2:40pm

Fast-Track Your Switch from CPQ to RCA

Cross-Industry RCA

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3:00Pm-3:45pm

Better Together: Tableau Next, Tableau, and CRM Analytics

Cross-Industry Tableau

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5:00Pm-8:00pm

AI Afterglow: Welcome Happy Hour

Cross-Industry Social Event

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6:00Pm-10:00pm

Executive Dinners for industry Leaders

All Industries

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9:00AM-9:20AM

Beyond Basics: Unlock Features in Financial Services Cloud

Financial Services

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9:00AM-9:45AM

The Future of Banking: Turning Data into Action

Financial Services Agentforce

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9:40am-10:20am

✨Unlocking Value for Financial Services with Salesforce Data Cloud & Snowflake

Financial Services Data & AI Snowflake

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10:30AM-10:50AM

How to Accelerate Lending Origination Journeys with AI

Financial Services

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11:30AM-12:20PM

Financial Services Keynote: Agentic Service, Limitless Growth

Financial Services

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12:15pm-1:45pm

How to Future-Proof Your Revenue Stack

Cross-Industry High Tech RCA

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1:00pm-2:00pm

✨Accelerate Growth and Scale Your Asset Management Firm with Data, AI and CRM

Financial Services Roundtable

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2:00pm-2:40pm

From Data to Dollars: Real Revenue, Lower Costs with Salesforce & Snowflake

Cross-Industry Data & AI Snowflake

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2:30PM-3:15PM

Innovation Roadmap: Insurance

Financial Services

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4:00Pm-6:00pm

The Opening Act: Pre-Concert Happy Hour

Cross-Industry Social Event

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11:30am-11:50Am

Flow Like a Pro: Admin Automation Made Simple

Cross-Industry Admin

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12:30pm-12:50pm

Admin Secrets: The Art of Simplifying Salesforce

Cross-Industry Admin

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3:15PM-4:00pm

Better Together: Tableau Next, Tableau, and CRM Analytics

Cross-Industry Tableau

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Featured Event:

Unlocking Value for Financial Services with Salesforce Data Cloud & Snowflake

October 15 | 9:40AM-10:20AM

Data is financial services’ most valuable asset—yet for many banks and credit unions, legacy systems and siloed data stand in the way of real transformation. Join Salesforce and Coastal for a focused breakfast session at Dreamforce exploring how industry leaders are modernizing their data strategies with Salesforce Data Cloud and Snowflake. Learn how institutions are breaking down data silos, activating real-time insights, and building the foundation for AI-powered decision-making.

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INSPIRE by Coastal

Step away from the hustle of Dreamforce and into Coastal’s INSPIRE Lounge—your exclusive retreat just a two-minute walk from the main campus (201 3rd St, Floor 11).

Designed for meaningful conversations with peers, Salesforce-certified experts, and leaders who’ve been in your shoes, our signature lounge offers sweeping San Francisco views, abundant amenities, and an environment built for solving problems—so you walk away with answers.

Whether you’re a new connection or a longtime client, Coastal’s INSPIRE Lounge is the perfect place to make the most of your Dreamforce week. Recharge with fresh ideas, reliable Wi-Fi, nourishing bites, quiet spaces, and so much more.

Curated

Conversations & Sessions

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Recharge & Refresh

Flexible

Co-Working Areas

Unforgettable & Inspiring

Experiences

Meet our Financial Services Team

JP Owens

SVP, Regulated Industries

Angie Lingk

VP Sales, Financial Services

Chad Karstens

Director, Financial Services

Elliott Spence

Senior Director, Financial Services

Frank Gillen

Senior Consultant, Financial Services

George Shalhoub

Director, Wealth & Asset Management

Josh Solomon

Director, Financial Services

Priscilla Ellis

Senior Director, Financial Services

Roman Lee

Director, Financial Services

Meet our Data & Platforms Team

Brian Gannuscio

SVP, Practices

Aedan Radvanyi

Associate Director, Analytics

Eric Williamson

Associate Director, Revenue

Henry Lee

Managing Director, Data & AI

Ian Hagerman

Associate Director, Data & AI

Sam Taylor

Director, Innovation & Emerging Technologies

Sean Phillips

Managing Director, Data & AI

Will Jones

Innovation Architect

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Get Your 25% Off Discount Code

As a member of our Captains Club, you will enjoy a range of exclusive benefits designed to enhance your Coastal Events experience including a 25% Discount on Your Dreamforce Pass, making your attendance even more affordable.

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Accordion Block

Registration and Welcome Networking

9:00 AM - 9:30 AM

Start the conference with a chance for attendees to register and mingle with fellow tech enthusiasts, exchange ideas, and build connections.

Keynote Session: "The Future of Artificial Intelligence"

9:30 AM - 10:30 AM

Join Dr. Emily Chen, a renowned AI researcher, as she takes us on a journey into the future of artificial intelligence. Discover the latest advancements, applications, and potential implications of AI technology. This keynote session will provide valuable insights into how AI will shape various industries and the impact it will have on our daily lives.

Panel Discussion: "Emerging Trends in Cybersecurity"

10:45 AM - 12:00 PM

In this panel discussion, industry experts from leading cybersecurity firms will delve into the ever-evolving landscape of cybersecurity. Explore the emerging threats, innovative defense strategies, and the importance of proactive measures to protect data and privacy. Gain practical knowledge and valuable insights to safeguard your organization in the digital age.

About Coastal

Coastal is the #1 rated Salesforce & AI Consultancy with DNA 100% focused on customer success. Our North American-based experts use the latest tech (think AI, Data Cloud), deep industry knowledge, and a committed approach to deliver impact. From digital strategy to platform evolution, we're the Salesforce consultancy you'll love working with.

Level up your Coastal Events experience with VIP perks—discounts, exclusive invites, early access, and more! Join the club here →

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Sustainability at Dreamforce

At Coastal, we are deeply committed to sustainability and making a positive impact on our environment. This commitment extends to all of our events, where we prioritize sustainable practices in every aspect of planning and execution. We source eco-friendly, re-usable, and functional giveaways, partner with local caterers to support the community and reduce our carbon footprint and choose digital information over hard copies to minimize waste. Additionally, we make a conscious effort to re-use event and booth decorations, ensuring that our gatherings are not only memorable but also environmentally responsible. By integrating these practices, we aim to lead by example and inspire others to join us in our journey toward a more sustainable future and Work that Matters.