March 23 - 25, 2020 | New Orleans, LA

Conference Day 2

8:35 am - 8:45 am Chair’s welcome address

8:45 am - 9:05 am How to quickly capitalize on innovation through a disruptive business approach

Julie Zimmer - Chief Operating Officer, Embroker
As the Chief Operating Officer, Julie Zimmer is not only responsible for the operations of Embroker, but also for developing the distribution strategy and infrastructure of the business. By creating disruptive strategies, Julie has sought to drive value to their customers by improving how small and mid-size business access the insurance marketplace. Taking the lead in reevaluating delivery systems, Julie will define how to:
• Build your product with customer experience and engagement top-of-mind
• Develop process foundation for enabling digital innovation and adoption for distribution
• A no-stack technology approach increasing speed-to-market and value to customers
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Julie Zimmer

Chief Operating Officer
Embroker

9:05 am - 9:25 am Succeeding with digital transformation by unlocking the potential of unstructured data

Lukas Hebeisen - Head of Solution Development & Digital Transformation, Swiss Post Solutions
It is known today that unstructured data can present key challenges to the digital transformation journey and the path to automation. Companies are seeking to ensure that the agility and speed from today’s smart phones and tablets are not stopped by missing interfaces or legacy technology. A few successful companies have learned how to work with and around their legacy systems and tap into the value of unstructured data. Join Lukas to learn how companies are:
·    Unlocking the potential of unstructured data through automation
·    Working around their challenges with legacy systems
·    Leveraging Artificial Intelligence to extract key information to improve business processes
·    Finding success with digital transformation through a combination of smart new technologies and process re-engineering


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Lukas Hebeisen

Head of Solution Development & Digital Transformation
Swiss Post Solutions

Interactive Discussion Groups

IDG L

9:25 am - 10:10 am IDG L: "Taking you on a Journey through the RPA Cycle"
Kent Molter - Vice President, Business Process Management, TD Bank
Ensuring that your program is a success.
·You've chosen the Pilot candidates – now what?
·"It's Decision Time" - Do you treat this as Special Program, Special Project or Regular IT Practice?
·"Flipping on the Light Switch" – Are you ready for Business as Usual?

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Kent Molter

Vice President, Business Process Management
TD Bank

IDG M

9:25 am - 10:10 am IDG M: How to develop tools around your digital transformation strategy
Tina Dinger - Vice President Process Improvement & Program Management, Northwest Bank
• Identify processes that have the most value add • Understand the need for piece meal in driving digitalization
• Establish a structure to your transformation strategy, as opposed to gut-based decision making
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Tina Dinger

Vice President Process Improvement & Program Management
Northwest Bank

IDG N

9:25 am - 10:10 am IDG N: The intersection of lean and robotics to minimize automated waste
Michael Edmonds - Robotics Process Automation Manager, Farmers Insurance
• Simplify steps for process delivery to speed up service delivery
• Embed a technological infrastructure to support a digital environment
• Identify which Lean tools have the potential for the greatest impact on RPA
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Michael Edmonds

Robotics Process Automation Manager
Farmers Insurance

IDG O

9:25 am - 10:10 am IDG O: Overcome challenges in nurturing a Lean mindset and problem solving culture
Janet Knecht - Head of Operations and Product, Investment Strategy Group, Vanguard
Jennifer Kessler - Senior Program Manager, Vanguard
• Experimentation = failure = learning = success. Explore the question…Are leaders willing to be wrong?
• Exercise: Understand the infrastructure needed to sustain the culture of problem solving, and explore first response activity.
• Discover the critical functions of a Lean leader, being prepared to set the employees up for success, and willing to fail in order to succeed.
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Janet Knecht

Head of Operations and Product, Investment Strategy Group
Vanguard

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Jennifer Kessler

Senior Program Manager
Vanguard

  • Discuss what it takes to gain buy in to execute your strategic vision and operational initiatives
  • Understand how to create a culture of accountability focused on delivering what matters most to your organization
  • Discover how to create the right experiences that foster performance excellence
  • Explore how to take talent to the next level and ensure retention, engagement, innovation, and results
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Kathy Neyman

Sr Asst, Vice President Culture and Leadership Development
Redstone Federal Credit Union

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Ryan Millar

Senior Partner
Partners in Leadership

IDG R

9:25 am - 10:10 am IDG R: Starting from scratch: business process improvement through Root Cause Analysis
Ryan D. Davis - Director of Process Improvement, Arvest Bank
• Identify gaps within your processes to drive business goals
• Utilize RCA to initiate strategic reevaluation of your processes
• Achieve impacted results through process redesign
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Ryan D. Davis

Director of Process Improvement
Arvest Bank

IDG S

9:25 am - 10:10 am IDG S: Design thinking to solve legacy systems and processes
• Understand the process and articulate the value of design thinking
• Utilize analytics to redesign your transformational approach
• Practice essential design thinking techniques

IDG T

9:25 am - 10:10 am IDG T: Transform your business processes for OPEX through clear ownership
Robert Chaves - VP Operations Consulting Group, American Modern Insurance Group
• Reduce siloed operating models and fragmentation of work through employee engagement
• Drive end-to-end process responsibility through cross-functional teams
• Achieve quality improvements and increase efficiency by establishing continuous improvement culture
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Robert Chaves

VP Operations Consulting Group
American Modern Insurance Group

10:10 am - 10:30 am Building a digital business transformation strategy - leverage your legacy investments and enhance colleague and client experience

Michael Cordas - Senior Vice President, Enterprise Business Transformation, Process and Workflow, City National Bank
At City National Bank, over the past 6 years, Michael Cordas has been an integral sponsor of numerous innovative approaches that integrate people, process, policy and platform that leverage Enterprise legacy investments. By focusing on systems of engagement that integrate and connect to legacy systems while driving the digital transformation strategies, he has developed new business capabilities, while mitigating risk to the organization. Join Michael in discovering how to:

• Identify key digital touchpoints through customer and colleague journey mapping
• Deliver sustainable modern day customer-centric strategies without re-building key core applications
• Implement agile frameworks for continuous delivery, business readiness and broad adoption

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Michael Cordas

Senior Vice President, Enterprise Business Transformation, Process and Workflow
City National Bank

10:30 am - 11:00 am Grab a top up on your coffee

Track Sessions

Track A: Leading transformation against the speed of change

11:00 am - 11:30 am Breaking down a monolith into micro services in a distributed environment
Rajesh Iyer - Vice President, Global Domain Architect, One of the top 30 International banking brands of 2018
Session details to follow.
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Rajesh Iyer

Vice President, Global Domain Architect
One of the top 30 International banking brands of 2018

In today's fast paced business environment many are quick to look for a technology solution. But sometimes technology is not the answer. We will discuss how to balance People, Process, & Technology to ensure the best results.
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Alisha Kale

Vice President, Business Process Engineer
Wells Fargo

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Janet Knecht

Head of Operations and Product, Investment Strategy Group
Vanguard

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Jennifer Kessler

Senior Program Manager
Vanguard

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Robert Thacker

Director - Global Enablement
iGrafx

Track B: Employee Development

11:00 am - 11:30 am Change the way your employees think and their way of working with continuous improvement
Michael Dove - Vice President, Center of Process Excellence, PSCU
• Activity base – identify what your employees are doing to drive CI
• Get the most out of innovation by freeing up workload
• Establish a culture beyond “suffering” through it
• Navigate through hurdles of change – direct instead of waiting for innovation to happen
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Michael Dove

Vice President, Center of Process Excellence
PSCU

Track B: Employee Development

11:35 am - 12:05 pm Fireside Chat: Capacity management strategies – what happens when we’ve all been replaced?
John Mansfield - Senior Vice President, Operations Practice Lead, Fidelity Investments
• Understand the importance of workforce planning when developing a digitalized future
• As you begin your digital transformation, create a capacity planning strategy
• Identify the threats for loss and establish a framework to capture knowledge of a moving workforce
• Develop untraditional programs to introduce opportunities for young leaders
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John Mansfield

Senior Vice President, Operations Practice Lead
Fidelity Investments

Track C: Risk and Compliance Management

11:00 am - 11:30 am Anticipate changing compliance requirements to improve risk management
Prasant Tangirala - Vice President, Information Risk Management, One of the World's Top Five Banks by Total Assets
• Understand the speed of change in an ever-increasing tech savvy economy
• Create the need for flexible solutions to increase adaptability
• Sustain regulatory process improvement initiatives through centralization, standardization, and automation
• Establish a governance structure to improve effectiveness
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Prasant Tangirala

Vice President, Information Risk Management
One of the World's Top Five Banks by Total Assets

• Recognize how digitization can lead to legal and operational risks
• Understand how we mitigated these risks using basic lean tools
• Discover our strategy to sustain the benefits
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Arpita Patel

Assistant Vice President, Business Analyst, Operational Excellence
East West Bank

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Raju Deshpande

Senior Vice President, Director of Operational Excellence & Change Execution
East West Bank

12:05 pm - 1:30 pm Lunch & networking for all attendees

Join us for lunch in the exhibition hall and partake in competitions, games and fun – a chance to win great prizes!

1:30 pm - 2:15 pm Interactive Discussion Groups - 2nd choice of your IDG selection starts now

In this plenary panel discussion, our industry thought leaders gather to finalize the OPEX FS agenda and provide us with some food for thought on the changing landscape of how we do business, and what that might mean for future operations.

• Future of people: change the way you change
• Future of business processes: Develop end-to-end process-led and agile organizations
• Future of technology: reality vs. fairy-tale
• Is there an end game?
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Ken Farer

Senior Director, Lean Management
S&P Global

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Prasant Tangirala

Vice President, Information Risk Management
One of the World's Top Five Banks by Total Assets

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Michael Dove

Vice President, Center of Process Excellence
PSCU

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Michael Edmonds

Robotics Process Automation Manager
Farmers Insurance

2:45 pm - 3:00 pm Conference Director's end of day summary and close of Operational Excellence in Financial Services 2018