Name: OPEX FS
Start: 2021-03-29
End: 2021-03-31

the most influential financial services
industry EVENT in North America

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

The event is tailored specifically to the geographical, cultural, technological and regulatory landscape of North America. With customer priorities and requirements shifting, a new agile pace of decision-making and service delivery, digital preference acceleration, and fintech & neobank competition becoming fiercer, the spotlight is on the financial services industry. In the wake of economic disruption, we are tasked with building organizations that are stable, yet innovative; agile, yet risk-prepared, and; cutting-edge, yet resource-savvy.

We invite you to gain leading insight on empowering the workforce, executing impactful transformation programs, delivering beyond customer expectations, and integrating technology to take your OPEX programs to the next level.

DOWNLOAD THE EVENT GUIDE

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

Angela Lopez

Vice President, Innovation Strategy Manager

JPMorgan Chase & Co.

Bradley Nelson

Vice President - Business Operations / Process Re-Engineering

JPMorgan Chase & Co.

Steven Hall

Vice President, Process Excellence Leader

Liberty Mutual Insurance

Himanshu Kalkar

Vice President, Work Place Investing, Enterprise Analytical Solutions

Fidelity Investments

Michelle Joliat

Senior Vice President, Product and Delivery

Ontario Teachers' Pension Plan

Michael Meyer

Vice President, Customer Experience & Operational Excellence

Greater New York Mutual Insurance Companies

Sedwin Vadukut

Enterprise Technology Transformation Leader

Experian

Ken Farer

Corporate Vice President, Finance Continuous Improvement Manager

New York Life Insurance

VIEW THE INSPIRING SPEAKER PANEL

The Six Excellence Focus Areas:

Exceptional customer experience

Digital transformation

Holistic enterprise-wide strategy

Workforce excellence

Innovation and creativity

Capacity modelling and resource allocation

Learn More

What Can I Expect From The EVENT?

Interactive Workshops – 29 March

Join our deep-dive activity-based workshops, where you will meet in exclusive and limited groups for a whole hour. You will be reflecting, sharing and learning in close-knit groups with your peers on key challenges, priorities and opportunities in OPEX.

Keynote Auditorium – 30-31 March

Attend the main two conference days absolutely free of charge! Listen to insight-driven case studies and thought-provoking panel discussions featuring leaders from some of America’s forefront financial institutions. Interact through Q&A to pose your questions and understand how you can make these winning strategies work for you.

OPEX_In_Financial_Services_In_New_Orleans

Invite-Only Executive Day – 8 April

An exclusive, invite-only day led by financial services executives, for financial services executives. Participate in collaborative discussions with your peers, join our deep-dive activity-based workshops, and select from our best-in-breed solution provider partners and fill your itinerary with consultative 1:1 meetings.

The Experience

Get the full conference experience from the comfort of your own home. Access world-class content, both live and on-demand. Visit the amazing virtual exhibition hall to watch solution-demonstrations, access industry literature, and speak with our highly-recommended solution providers. Don’t forget to visit the networking area where you can chat, video call and arrange meetings with your peers!

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.

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

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

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

the most influential financial services
industry EVENT in North America

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

The Six Excellence Focus Areas:

What Can I Expect From The EVENT?