THE NO1 FINANCIAL SERVICES EVENT FOR LEADERS IN
BUSINESS TRANSFORMATION AND OPERATIONAL EXCELLENCE

Name: OPEX in Financial Services
Start: 2021-03-22
End: 2021-03-24
Location: New Orleans, LA

March 22 - 24, 2021

Hyatt Regency New Orleans, New Orleans, LA

Event Guide

COVID-19 Outbreak

After careful consideration, we are postponing the Operational Excellence Financial Services Summit. The health, safety and well-being of our attendees, partners and employees is paramount...

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the most influential financial services
industry EVENT in North America

Operational Excellence in Financial Services Summit is a must-attend event for thought leaders in OPEX, change management & business transformation, who are looking to be ahead of the competition in the continuously changing financial services industry.

Join your peers this April and walk away with a clear roadmap for navigating the complex business transformation landscape. Front running brands from across the financial services landscape will take the stage to share the latest strategies to keep ahead of the digital revolution and satisfying customer demands. This is your opportunity to gain cutting-edge insight on combining management methods, executing impactful transformation programs and integrating technology to take your operational excellence programs to the next level.

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MEET THE SPEAKERS! THE FINANCIAL SERVICES BEST IN
OPERATIONAL EXCELLENCE AND BUSINESS TRANSFORMATION

Calvin St Juste

Chief Operating Officer, Executive Director

Morgan Stanley

Michael Morales

Executive Director, Performance Improvement Director

JPMorgan Chase & Co.

Dwight Harris

Senior Vice President

Citi Bank

Angela Lopez

Vice President, Innovation Strategy Manager

JPMorgan Chase & Co.

Alisha Kale

Vice President, Business Process Engineer

Wells Fargo

Heather Klemmer

Director – COO Program Coordination & Execution

Bank of America Merrill Lynch

Monica Maria Sanchez

Chief Information Officer and Executive Vice President

United Automobile Insurance Company

Rajesh Iyer

Lead Solutions Architect

American Express

VIEW THE INSPIRING SPEAKER PANEL

THE COMPLETE OPEX FS EVENT GUIDE

Download explore the OPEX in Financial Services complete event guide for a look at what's happening this April at America's No.1 financial services event for leaders in OPEX and business transformation. Get everything you need to deliver world class transformation and customer experience with exclusive talks and case studies from the likes of Morgan Stanley, Citi Bank, JPMorgan Chase &Co., Wells Fargo, Bank of America Merrill Lynch, Barclays, BNY Mellon, Liberty Mutual Insurance and Northwestern Mutual.

Download the event guide

OPEX in Financial Services Report 2020

Download your complimentary report to the crux of why financial institutions are unwilling to invest in solutions that are constantly evolving. Also features Innovative strategies to improve customer satisfaction to increase profits...

Digital Transformation and the Customer

Download this exclusive content piece to learn how you can launch a digital transformation that meets the need of an evolving customer...

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What's happening at OPEX FS this April 2020?

Get access to the full list of speakers, the agenda and much more...

Download the agenda

Brand new and exclusive for 2021:

Women in OPEX leadership – professional development and driving diversity

Establishing an effective Process Center of Excellence

The strategy behind running a cost-neutral transformation program

Choose the right toolbox of technology to compliment your OPEX program

Quantify the true ROI of technology to improve process inefficiencies

Starting on a business transformation journey and mastering OPEX in the early stages

Respond faster to complex, time consuming regulation tasks with OPEX

Multi-platform strategy for streamlining tools that support broader transformation

The potential of blockchain: Process improvement in a new financial services ecosystem

360° focus session: A multi-perspective approach to OPEX

Learn More

What Our Attendees Say About #OPEXFS

From an attendee perspective, it’s paramount to know people who have similar skills as you but might be applying them in different ways based on the organization they work for. I’ve made several valuable connection through this conference whose experience aligns with mine, to share knowledge, discuss trends and even job outlook

Great conference: kind and smart staff, high level of attendees (Directors, Vice Presidents, C-level), good mix of presentations.

The OPEX in Financial Services conference in NOLA was fantastic; lots of great information and networking opportunities!

Fantastic, engaging experience with workshops. Why haven't Iattended this conference series before now?

This is a phenomenal conference where you are surrounded by business minded practitioners who you can discuss your current successes, challenges and best practices. I look forward to meeting each of you and hearing what is happening in your business.

There simply won’t be a better mechanism for both remaining current in operations excellence and furthering relationships with leaders in the operations space

WHAT HAPPENS AT OPEX IN FINANCIAL SERVICES?

A VARIETY OF LEARNING FORMATS

OPEX in Financial Services boasts a wide range of learning formats including topic lead tracks, interactive discussion groups, workshops, panel discussions and more. All which can be customized to create the perfect agenda for you!

VIEW THE 2020 EVENT GUIDE

THE
EXPERIENCE

You’re not just going be sat in a conference room at OPEX in Financial Services. There is plenty of time to work the crowd during our dedicated networking breaks and lunches, plus our exclusive evening drinks receptions.

THE OPEX FS EXPERIENCE

OPEX_In_Financial_Services_In_New_Orleans

THE
LOCATION

We are back in the heart of the vibrant city of New Orleans, LA at the Hyatt Regency! The event is a stone throws from the Louis Armstrong New Orleans International Airport finding ourselves in the heart of the world famous French Quarter.

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JAZZ UNDER THE RIVERVIEW ROOM ROOFTOP STARS !

OPEX FS is arriving fashionably early to the party! We’re taking inspiration from the world renowned New Orleans Jazz & Heritage Festival with our very own celebrations. The party begins two days early with a live and authentic jazz band and drinks on the Riverview Room rooftop. Join us for a Bourbon or two. We’re partying Southern style, and celebrating all things OPEX in the sexiest city in the South.

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