THE NO1 FINANCIAL SERVICES EVENT FOR LEADERS IN BUSINESS TRANSFORMATION AND OPERATIONAL EXCELLENCE
April 19 - 21, 2021
Hyatt Regency New Orleans, New Orleans, LA
Tuesday, April 21 | Main Conference Day One
7:30 am - 8:00 am
Registration and Welcome Refreshments
8:00 am - 8:10 am
Chair's Opening Remarks
8:10 am - 8:40 am
Strategically selling transformation: The secret recipe to engaging your organization on the ‘why’ behind business transformation
Monica Maria Sanchez -
Chief Information Officer and Executive Vice President,
United Automobile Insurance Company
Failure to truly engage the workforce on the vision for transformation is the core pitfall of failed organizational change management. The opening keynote at OPEX in Financial Services will set the stage for capturing passion in transformation. Learn how to bring your workforce along for the ride, before even putting plans into action.
- Critically understand why failing to get buy-in on the purpose of transformation can cause companies to struggle moving forward from decade old principals
- Learn the fundamentals of core organizational change management and how the purpose behind execution curbs resistance
Monica Maria Sanchez
Chief Information Officer and Executive Vice PresidentUnited Automobile Insurance Company
8:40 am - 9:10 am
Integrating transformation tools to deliver breakthrough performance in business transformation
Dwight Harris -
Senior Vice President,
Citi Bank
It is time to think big with transformation. Learn how to drive breakthrough performance with killer business strategy at the core, and integrate tools to push your value further than ever.
- Understand how one transformation visionary has integrated OPEX tools
- Learn how to build an operating model combining lean, agile and RPA for maximized impact
- Discuss the gains in efficiency and performance seen across the organization
9:10 am - 9:20 am
Speed Networking
Take part in a fast-paced networking experience with your peers to ensure you meet and greet the other delegates and make valuable connections early on!
9:20 am - 9:50 am
Passport for revolution: Risk-taking, creativity and challenging the status quo in OPEX strategy and approach
Angela Lopez -
Vice President, Innovation Strategy Manager,
JPMorgan Chase & Co.
Transformation loves rule breakers. No big change ever came from risk aversion and thinking inside the box. This plenary will teach you to take your transformation approach to the wild side…and bring it through to execution.
- Empower people to work in new ways and facilitate creative and collaborative business transformation efforts
- Give the green light on learn-by-failing, volunteering ideas and to questioning historical ways of working
9:50 am - 10:10 am
Realizing the future with modern work management solutions
10:10 am - 10:40 am
Demo Drive
This is a not to be missed engaging session where Sponsors have 5 minutes each to share insight, ideas and pitches on a new technology, way of working or innovative idea to the entire delegation, using the most imaginative means possible.
10:40 am - 11:10 am
Morning Refreshments
11:10 am - 11:40 am
Leveraging OPEX as the critical driver for revolutionizing customer experience
Calvin St Juste -
Chief Operating Officer, Executive Director,
Morgan Stanley
“The customer experience is the next competitive battleground” – Jerry Gregoire, CIO, Dell
- The journey between striving for true operational excellence and results in value creation for customers
- Discuss how to design and implement a transformation strategy with digital tools that optimize the customer journey
11:40 am - 12:00 pm
Doing more with less: The strategy behind running a cost-neutral transformation program
Ekaterina Curry -
Global Head of Ratings Operations,
S&P Global Ratings
How can we transform while running our day-to-day business? How can we work with the resources we already have? How can we add value in a cost-neutral way? One leader has been asking these questions… and made the answers a reality.
- How business leaders and transformation leaders can connect, align and accelerate
- Invest in existing staff and leadership talent to create a workforce for the future ready to deliver excellence
- Create capacity through RPA and Lean whilst enabling daily work to continue
- Understand the challenges of a cost-neutral transformation and how to navigate around them
12:00 pm - 12:30 pm
Panel Discussion - Building a toolbox of technologies in OPEX: How does each piece of the puzzle fit together?
Chris DeBrusk -
Managing Director, Head of Transformation,
BNY Mellon
Steven Hall - Vice President, Process Excellence Leader, Liberty Mutual Insurance
Himanshu Kalkar - Vice President, Enterprise Analytics & Insights, AI Strategy, Fidelity Investments
OPEX leaders are inundated with a plethora of technologies, platforms, software to drive transformation. This session will help you to navigate the digital landscape and select the right suite of tools to drive your business strategy.
- What your organization is trying to create, and how digital tools support that change
- Understand the skills development and cultural alignment required for OPEX leaders
- How to select tools that are compatible your OPEX program requirements
Himanshu Kalkar
Vice President, Enterprise Analytics & Insights, AI StrategyFidelity Investments
12:30 pm - 1:00 pm Lunch
People
IDG A
1:50 pm - 2:20 pm IDG A: Align people with technology: Developing digital skillsets for the future of OPEX- Bring people up to speed with accessing, using and optimizing digital tools for process improvement
- Achieve authentic end-to-end buy-in for focusing skills development in enabling technology
IDG B
1:50 pm - 2:20 pm IDG B: Shaping an engaged and motivated workforce to drive performance improvement, change and innovation Jason Chase - Head of Lean Management, T. Rowe Price- Drive productivity by inspiring passion in operational excellence at an organizational level
- Make employee engagement a strategic priority by coaching and training Managers on increasing employee motivation
IDG C
1:50 pm - 2:20 pm IDG C: Developing the culture transformation to master business transformation Michael Koor - Director, Agile Catalyst - Transformation Office, BMO Financial Group- How do you ensure your workforce has the skillset to execute an impactful transformation strategy?
- Discuss training and education solutions to equip your workforce with a skillset for delivering transformation
Process
IDG D
1:50 pm - 2:20 pm IDG D: Measuring continuous change: Track the value and impact of business transformation on performance improvement Chinmaya Yerramilli - Senior Director, Operational Excellence - Consumer Banking, Discover Financial Services- Metrics and benchmarks for understanding the value of your OPEX program
- Assess the incremental value added for processes, people and the customer along your transformation journey
Chinmaya Yerramilli
Senior Director, Operational Excellence - Consumer BankingDiscover Financial Services
IDG E
1:50 pm - 2:20 pm IDG E: The critical link for making improvement methodologies permanent Scott MacIntye - Senior Catalyst, Vanguard- Methods for achieving positive long-term behavioral adjustments in the workforce
- Training and education for employees to readdress ingrained habits, the way they work and their careers
IDG F
1:50 pm - 2:20 pm IDG F: Establishing an effective Process Center of Excellence Robert Thacker - Director - Global Enablement, iGrafx- Learn what a COE is and what responsibilities come under the COE remit
- Understand the governance and people power required to drive COE efficiencies
Technology
IDG G
1:50 pm - 2:20 pm IDG G: Streamline process analysis, identify opportunities and extract value using Desktop Automation- Automate the monitoring of inputs, mouse movements and much more for granular data and accurate process mapping
- The benefits of RDA to significantly reduce the manual work of Process Analysts
IDG H
1:50 pm - 2:20 pm IDG H: Process improvement from inception to execution using RPA Ryan Davis - Director of Process Improvement, Arvest Bank- How to select, clean and troubleshoot processes to realize the greatest RPA efficiency gains
- Develop contingency strategies for downtime on a process and discuss potential compatibility issues when integrating RPA with other technologies
IDG I
1:50 pm - 2:20 pm IDG I: Disruptive technological innovation: Refresh your approach to transformation Michael Sheehan - Business Process Intelligence Consultant, Signavio- Understand Fintech methods for simplifying product development and internal processes
- Discuss how Open Banking APIs, machine learning, AI and automation tools are being utilized to provide customers with value-add services
2:55 pm - 3:25 pm
Afternoon Refreshments
Track Sessions
Track A: Digital OPEX
3:25 pm - 3:55 pm The right digital tools for the right OPEX strategy Chris DeBrusk - Managing Director, Head of Transformation, BNY Mellon- Understand how to select the digital tools to truly advance your OPEX strategy and results
- Utilizing digital tools as a barrier breaker to resistance
- Key takeaways on how not to fail when executing and scaling digital transformation
Track A: Digital OPEX
4:00 pm - 4:30 pm Quantify the true ROI of RPA to improve process inefficiencies- Understand whether specific RPA tools will automate an end-to-end process or just a few steps
- Recognize where RPA is the optimal fit for process improvement and where other technologies and tools fit better
- Identify the optimal candidates for process automation
Track A: Digital OPEX
4:35 pm - 5:05 pm Leveraging data management in the transformation life-cycle Ashish Bhatnagar - Vice President, Chief Data Office and Head of Operational Strategy, HSBC- How data science and analytics are applied to advanced performance and process analysis, customer segmentation and product concept development
- Hear how data science and analytics are being applied to transactional, client and process data
Track B: Business Transformation Strategy
3:25 pm - 3:55 pm Establishing a Continuous Improvement CoE for Standard Insurance Kush Pathak - Assistant Vice President, Lean Center of Excellence, Standard Insurance Company- How to set up a successful CoE driven with lean and automation, that drives customer value improvements while engaging the organization
- Understand the fundamentals of transformation and the critical success factors in delivery
- Hear lessons learned on how a CoE can enable a successful transformation
Track B: Business Transformation Strategy
4:00 pm - 4:30 pm Deliver true culture transformation from the boardroom to the front-line through OPEX strategy Shruti Kakar - Change Management Lead GFTS - Governance & Data Analytics, Citi Bank- Understand culture transformation and coaching methods to align employees priorities with customer experience
- Balance end-to-end journey improvement with cost and efficiency focus
Track B: Business Transformation Strategy
4:35 pm - 5:05 pm Redefine capacity strategy: Combining analytics and integration to model, plan, and optimize capacity Jordan Benis - Director Performance Management, PNC Bank- Leverage the basic building blocks of capacity modeling to reveal true capacity drivers
- Anticipate and plan for capacity challenges
- Build tools that enable capacity planning to become an integrated function instead of an isolated routine
Track C: Upgrading Legacy Architecture
3:25 pm - 3:55 pm Building a bridge to the future: How a 150-year-old FS organization transformed itself in a modern, digital world Norman Wren - Former Director of Technology & Operations, Santander UK- Explore today’s business drivers for change. Learn why transformation is a business imperative and some key success factors in transforming your organization
- Hear how to overcome the challenges faced by a company, which was inherently disadvantaged in becoming a digitally native organization
- Discover how to effectively manage the complex relationships between people, processes, data, and old and new technologies
Track C: Upgrading Legacy Architecture
4:00 pm - 4:30 pm Transition to the cloud and align OPEX with system management Rajesh Iyer - Lead Solutions Architect, American Express- Remove the management on platforms, managed services, software and databases and re-route people skills
- Discuss the controls, data encryption and other security measures necessary to take care of data at each layer of the application
Track C: Upgrading Legacy Architecture
4:35 pm - 5:05 pm One united office: Capabilities for transformation across the enterprise- Ensure that OPEX objectives are aligned with strategic business goals
- Support the convergence of the traditional back and front office model to streamline and simplify business architecture
- Transform legacy processes, technology and workforces through a holistic integrated OPEX strategy
5:10 pm - 5:40 pm
Humanizing RPA in your OPEX strategy: Re-engineer the relationship between science and emotion
Joshua Beaudry -
President & Automation Director,
LPSTK
This session will take you on a journey. From professional skateboarding, to 22 years with Bank of America, to RPA design, to communities in Puerto Rico. Hear one leader’s incredible story of passion for doing more with process engineering.
- Leverage design-thinking and automation ethics to transition away from an increasingly cold and disconnected digital ecosystem
5:40 pm - 5:50 pm
Chair's Closing Remarks
5:50 pm - 8:30 pm
Drinks Reception
Time to grab a glass (or few) and join us in celebrating our 14th year! This is your chance to relax, unwind and enjoy the entertainment. Don’t forget to socialize with your new connections at a steamboat reception on the Mississippi River!
