Tuesday 30th March | Conference Day 1

-         Understand strategies for scaling up end-to-end, whether it’s from the back to the front office, or across the globe

-         Ensure that OPEX objectives are aligned with strategic business goals 

-         Remove organisational siloes, achieve buy-in and capture workforce commitment


Abhinav Suri

Head – Wealth Process Excellence
TD Bank


Dina Patel

Head of Business Transformation
S&P Global Ratings


Manas Tripathy

Head of Transformation and Delivery
Wells Fargo


Serena Ness

Head Of Business Planning, Asset Servicing & Digital
BNY Mellon

10:45 am - 10:50 am Spotlight Session

Join Swiss Post Solutions and MineralTree to explore how careful technology-partner-selection and managed service adoption can power digital transformation within the finance function. We will highlight trends across Financial Services, explain how managed services can ensure you stay ahead of these trends, and dive deeper to see digital transformation in action through a case study highlighting accounts payable automation for a Financial Institution customer.


Gary Brand

General Manager
Mineral Tree


Tom Carroll

Client Services Director, North America
Swiss Post Solutions

11:20 am - 11:25 am Spotlight Session

11:25 am - 11:55 am RPA at Scale – Fine Tuning Under The Hood

Brandon Gerig - Team Lead, Customer Success for North America, Signavio

·        A review of the benefits and potential pitfalls of RPA in today's BFSI landscape.  

·        Where RPA fits in BFSI

·        Hurdles and common issues

·        Solutions & Best Practices


Brandon Gerig

Team Lead, Customer Success for North America

11:55 am - 12:40 pm Refreshment Break

12:40 pm - 1:10 pm The Cognitive Barriers to Value Stream Thinking

Chris O'Connor - Head of Delivery Practices, FM Global

Improving value streams in administrative processes can be exceptionally difficult. Even if we want to think from the customer’s perspective and break down functional silos, we all have built-in cognitive barriers that we must overcome. In this session, we will explore why our human nature makes it a challenge continuously improve and what we can do to overcome these limitations.

• Discuss a few common behaviors that get in the way of improvement efforts

• Explore the cognitive biases lurking behind these behaviors

• Provide exercises that can be used to help overcome these barriers


Chris O'Connor

Head of Delivery Practices
FM Global

1:10 pm - 1:15 pm Spotlight Session

The workplace changed in 2020 – we had to re-set! Work, Office & Time all became fluid by necessity. Now, 2021 offers an opportunity for resilient companies to re-imagine an adaptive (future fit) workforce as THE competitive advantage.  In this session we will address:

  • What you can do to win in the new world of work – the competitive edge.
  • Improving employee experience through transparency – engaging hearts and minds.
  • Promote employee work-life balance regardless of work location – employee well-being.

Jude Pinto

Principal & Founder
JPintoAdvisory Inc.


Joy Santosh

Executive Vice President, Head of Operations - North America

-         Invest in a highly-skilled, omnichannel workforce that can respond rapidly to evolving customer requirements

-         Deliver products and services that can be tested in the market with less investment

-         Promote a flexible and agile response to customer and market requirements

-         How to align your purpose with culture to create change management that sticks


Chinmaya Yerramilli

Senior Director, Operational Excellence - Consumer Banking
Discover Financial Services


Kyle Beam

Senior Process Improvement Advisor
Arvest Bank


Maureen Terralheiro

Director, Business Transformation
Allstate Canada


Ken Fredman

Senior Director, Global Digital Content
S&P Global Ratings


Awais Farooq

US Insurance Practice Lead

2:30 pm - 3:00 pm Building The Document is Dead – How Digital Blueprints Amplify and Accelerate your Ability to Design, Deliver, and Manage RPA at Scale

Matthew Dodgson - Head of Global Solution Engineering, Blueprint Software Systems

In this session we’ll introduce the concept of Digital Blueprints and share how they replace the need for manual documentation and can be used in tandem with your RPA solution to help you spend less time designing, managing, and fixing automations and more time on things that directly grow your business.

Key Takeaways:

•            How manual RPA documentation is limiting your ability to achieve RPA at scale

•            What is a Digital Blueprint and how can it be used to enhance collaboration, visibility, quality, and compliance throughout the RPA lifecycle

•            How to design higher-quality automations in a fraction of the time it took with documents, and with considerably less compliance risk

•            How to use Digital Blueprints in tandem with your RPA tool to accelerate and scale RPA delivery, improve automation governance and change management, reduce compliance risk and bot maintenance, and drive continuous improvement across your organization


Matthew Dodgson

Head of Global Solution Engineering
Blueprint Software Systems

3:00 pm - 3:00 pm End of Conference Day 1 - See you tomorrow!