Re-engineer your Strategy to Drive Business Transformation Through People, Process and Technology

Wednesday, April 22 | Main Conference Day Two

7:30 am - 8:00 am Registration & Welcome Refreshments

8:00 am - 8:10 am Chair’s welcome address

8:10 am - 8:40 am Lead with joy: How to energize and inspire a company culture that prioritizes the core value of joy

  • Discuss the leadership principals used to drive dramatic culture transformation and shape a workforce truly passionate at work  

8:40 am - 9:10 am Driving enterprise-wide transformation through business, operations, processes and individuals

-          Hear how the BOPI framework is used to model thousands of processes and lead transformation with thousands of employees
-          Discover the tools, change management and education used to drive an enterprise wide program

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 Panel Discussion - Leveraging automation, machine learning & AI, APIs and micro-services to transform commercial banking

-          Apply technologies in the lending process, client on-boarding and for shortening time to market
-          Streamline and digitize processes both for customer and client facing functions
-          Hear how to build and reuse architecture to increase efficiency and consistency
-          Optimize areas with a need for shared capabilities

9:50 am - 10:20 am Utilize Agile as the connecting tool between technology, people and processes to accelerate impact across the organization

-          Understand how Agile can act as the connecting point to seamlessly fuse all of your organizations improvement programs
-          Learn how to blend traditional Lean, Six Sigma and Agile methodologies to compliment your business objectives and goals

10:20 am - 10:50 am Grab a top up on your coffee



10:50 am - 11:55 am IDG J: Combine OPEX strength with technical strength to execute an RPA program without implementation partners
  • Assess the financial savings of not opting to contract partners and the invaluable learning curve from learning by doing
  • Understand the challenges in implementing an RPA program on your own and how to avoid similar difficulties 


10:50 am - 11:55 am IDG K: Attract talent to drive transformation and create a cutting-edge development environment
  • Discuss organizations with a high percentage of millennial workforce and the impact on OPEX
  • Understand the role of agile in creating a workforce for the future


10:50 am - 11:55 am IDG L: Find the optimal utilization of your OPEX team: Achieve maximum value outcome
-          Learn how to intelligently limit work in progress to balance daily tasks with business transformation
-          Find where skillsets and desires for transformation overlap in the organization to identify the best candidates for driving change 



10:50 am - 11:55 am IDG M: Modernizing legacy people, process and technology under timeline, resource and budgetary constraints
  • Use RPA to bridge the gap with traditional tools and build incremental digital layers as opposed to technology overhaul
  • Use connectivity as the tool to tie people, process and technology transformation 


10:50 am - 11:55 am IDG N: Striving for continuous improvement over perfection: redesign the waterfall approach
  • Deliver products that can be tested in the market with less investment
  • Understand the role of OPEX to promote a flexible, holistic response to customer and market requirements


10:50 am - 11:55 am IDG O: Utilizing automated process mining software for advanced workflow analysis and issue detection
  • Unlock granular data for process improvement decision-making
  • Understand what analysis was carried out, the issues pinpointed, how long it took and the reductions in process inefficiencies



10:50 am - 11:55 am IDG P: Accelerate the impact of process efficiency: Implement more automations on a shorter product cycle
  • Keeping pace with the influx of new financial services companies and tech giants releasing automations to market on a daily basis to stay ahead of the competition


10:50 am - 11:55 am IDG Q: The potential of blockchain: Process improvement in a new financial services ecosystem
  • How blockchain is being leveraged right now, and what the next 10 years holds
  • The benefits of blockchain for speed and security in transactions, and the current regulatory and collaboration barriers to implementation  


10:50 am - 11:55 am IDG R: Hybrid multi-platform strategy: Select and streamline tools that support broader transformation
  • Identify platforms with right capabilities, evaluate the best possible solutions for clients and address the importance of a cloud-mindset in platform selection
  • Discuss the education, change management and evaluation techniques required for a successful multi-platform strategy

12:00 pm - 1:00 pm Lunch

Track Sessions

Track D: Customer Experience

1:20 pm - 1:50 pm Align exceptional customer experience with organizational culture from the boardroom to the front-line
-          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 D: Customer Experience

1:55 pm - 2:25 pm Connecting customer journeys from banking to insurance: Deliver an integrated experience
-          Understand how technology is playing a role in streamlining and optimizing the customer journey between receiving financial and insurance services
-          Discuss how the two are increasingly converging as customers receive services in the same place 

Track D: Customer Experience

2:30 pm - 3:00 pm Process excellence to customer excellence: Rationalize back office processes to boost customer satisfaction
  • Understand how digitizing the back office and getting a hold on business process management can reduce customer pain points and increase positive experience 

Track E: Leadership

1:20 pm - 1:50 pm Mastering OPEX fundamentals: Leading business transformation in the early stages
-          Best practices for achieving initial buy-in and gaining momentum in the early stages
-          How to build out business transformation starting from a small centralized team and maintaining it without an army
-          Where and how to best apply Lean / Six Sigma methodologies with technology

Track E: Leadership

1:55 pm - 2:25 pm Leader-to-leader buy-in: Ensure OPEX objectives capture long-term dedication from leaders and their teams
-          Ensure that your program does not stagnate when leaders get side-tracked with practical goals or strategy and personnel changes
-          Understand workflow and tailor your OPEX program to meet achievable and impactful objectives
-          Develop benchmarking targets for performance

Track E: Leadership

2:30 pm - 3:00 pm The balancing act: Blending leadership styles and improvement programs
  • Balance and maintain leadership qualities that will drive the change you want
  • How your company can move forward with Agile after adopting Lean and Six Sigma in the past
  • Merge improvement programs to suit your organizations OPEX objectives 

Track F: Risk & Compliance

1:20 pm - 1:50 pm Tie risk objectives to transformation and transition from risk debilitation a growth agenda
Arindam Majumdar - Director ERM Analytics and Reporting, Bank of the Ozarks
-          Socialize OPEX by increasing engagement, transparency and communication
-          Introduce democratization of OPEX decision making as a top down process to overcome resistance
-          Understand how to accurately align risk appetite and OPEX transformation 

Arindam Majumdar

Director ERM Analytics and Reporting
Bank of the Ozarks

Track F: Risk & Compliance

2:30 pm - 3:00 pm Identify efficient automated controls for systemic, operational, and security risks
  • Improve process efficiency in time-consuming manual risk mitigation
  • Create a strong automated environment rather than a tactical approach to remediate individual issues
  • Frameworks to measure the effectiveness and level of automation on controls

3:00 pm - 4:30 pm Afternoon Refreshments

3:30 pm - 4:00 pm Passport for revolution: Give the green light on risk-taking, creativity and challenging the status quo

-      Empower people to work in new ways and facilitate creative and collaborative business transformation efforts
-      Encourage staff to learn-by-failing, volunteer ideas and to question historical ways of working

4:00 pm - 4:30 pm Seize the day of Digitization: Thriving in an adapt-or-die environment

-          Discuss how organizations can master the disruptive technologies that are forcing change and avoid natural selection of business
-          Critically assess case studies of companies who have failed to adapt and those who have thrived by using digitization to their advantage  

4:30 pm - 4:30 pm Chair's Closing Remarks