Thursday 8th April | Invite-Only Executive Day

Strategy & Leadership

·        Lessons learned from executives who have transformed operating models, core infrastructure, resource capacity, and cultural and organizational changes

·        How to keep the pace of agile decision making, product delivery and customer support

·        Aligning business and IT and focusing on high-value technology investment

·        Leading with smart business continuity and using disruption as an opportunity for innovation 

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Bradley Nelson

Vice President - Business Operations / Process Re-Engineering
JPMorgan Chase & Co.

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Steven Hall

Vice President, Process Excellence Leader
Liberty Mutual Insurance

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Michelle Joliat

Senior Vice President, Product and Delivery
Ontario Teachers' Pension Plan

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Kelly McNeil

Senior Vice President, Director of Operations
Meridian Bank

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Blaise Jenkins

Vice President, Head of Transformation Solutions Group
Prudential Financial

Strategy & Leadership

Have you ever wondered why your transformation is hitting hurdles? Or maybe you have identified your roadblocks, but the reality is that it’s still not reaching its full potential?

This innovative session combines real-time findings from attendee approaches, challenges and priorities discussed with Michael throughout OPEX in Financial Services. Discussing gaps in knowledge using Michael’s pioneering ‘Wagon Wheel’ framework, this session gives you a unique, tailored prescription for achieving holistic end-to-end results. 

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Michael Meyer

Vice President, Customer Experience & Operational Excellence
Greater New York Mutual Insurance Companies

11:15 am - 11:25 am Refreshment Break

Process Transformation

11:25 am - 11:55 am Innovation and the Paradox of Value

Angela Lopez - Vice President, Innovation Strategy Manager, JPMorgan Chase & Co.

·        How to select, monitor and measure the impact of projects that drive high-performance results

·        Become an innovation driven organization that empowers the workforce with the tools and skills for long-term business impact

·        Embrace technology investments in a truly strategic and agile way 

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Angela Lopez

Vice President, Innovation Strategy Manager
JPMorgan Chase & Co.

Process Transformation

·        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

·        How to pilot these principals in risk-averse, bureaucratised or regulated organisations 

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Angela Lopez

Vice President, Innovation Strategy Manager
JPMorgan Chase & Co.

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Adam Weiner

Vice President
AQR Capital Management

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Blaise Jenkins

Vice President, Head of Transformation Solutions Group
Prudential Financial

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Preeti Gupta

Former Vice President, Enterprise Transformation Lead, C&IS
Northern Trust Corporation

Smart Technology Integration

12:40 pm - 1:10 pm Re-Aligning Intelligent Automation with Business Transformation Objectives

Himanshu Kalkar - Head of AI & Advanced Analytics – Workplace Investing, Fidelity Investments

·        Using IA, Big Data, Machine Learning & AI as a vehicle for achieving organizational goals

·        Understand where re-alignment is needed and bring together IT and operations for smoother digital transformation execution

·        Choosing the right digital tools to gain momentum, funding, and support from the boardroom to the front line 

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Himanshu Kalkar

Head of AI & Advanced Analytics – Workplace Investing
Fidelity Investments