Monday, April 20 | Workshop Day

8:30 am - 9:00 am Registration & Welcome Refreshments

9:00 am - 10:30 am Workshop A: The three pillars of winning business transformation

Michael Meyer - Vice President, Customer Experience & Operational Excellence, Greater New York Mutual Insurance Companies
-          Discussing business transformation from the holistic perspective of people, process and technology as a package to create change
-          Share best practices for creating an integrated transformation program and connect the missing points that bring the three pillars together
-          Take a deep dive into the innovative framework used to structure a transformation strategy that leaves no stone unturned  
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Michael Meyer

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

9:00 am - 10:30 am Workshop B: Inception-to-execution process improvement with RPA strategy

Kelly McNeil - Vice President, Strategic Initiatives & Operations Program Manager, Fulton Financial Corporation
-          Looking at a range of RPA pilots from inception to execution to develop a strategy from a process improvement professionals perspective
-          Establish a solid criteria for selecting process candidates and preparing processes for automation
-          Discuss how to prepare business practices and the skills development involved in configuring bots
-          Learn how to launch, optimize and track the effectiveness of an RPA program 
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Kelly McNeil

Vice President, Strategic Initiatives & Operations Program Manager
Fulton Financial Corporation

10:30 am - 11:00 am Morning Refreshments

11:00 am - 12:30 pm Workshop C: Building capabilities to marry front and back office processes

  • Discuss the game changing impact that bringing front office functions into the back has for process excellence
  • Learn how to make dramatic strides toward holistic enterprise-wide transformation by uniting front and back office processes
  • Understand the capabilities required to free-up the capacity of front line staff and provide value-add services to customers
  • Hear how to open up your business model and make data, processes and communication more transparent 

11:00 am - 12:30 pm Workshop D: Intelligent Automation solutions to drive operations

  • Discuss how the full suite of AI solutions – from natural language processing to intelligent automation through to machine learning – can be used in OPEX to reimagine processes
  • Discuss the OPEX building blocks required totake your individual automation projects enterprise-wide
  • Share success stories for shaping a digital workforce, implementing the platforms and building-out processes to facilitate the transition

Reserved for UST Global 

12:30 pm - 1:30 pm Lunch Break

1:30 pm - 3:00 pm Workshop E: Women in OPEX Leadership

-          Understand leadership styles and management methods for women taking the reins in transformation
-          Discuss how one female visionary in OPEX has broken the glass ceiling in financial services
-          Take a deep analysis on the best resources for personal and professional development
-          Discuss how the glass ceiling in financial services operates and how to achieve diversity and inclusion in the industry

1:30 pm - 3:00 pm Workshop F: Embedding lean and agile at the core of digital transformation

Chelsea Gaillard - Vice President, Senior Continuous Improvement Manager, Rabobank North America
-          Learn how to keep lean and agile at the heart of technology change to align digital efforts with OPEX objectives
-          Understand the technicalities of crafting and executing a digital transformation strategy in a lean and agile way
-          Discuss the radical performance improvement results from an integrated methodology-technology hybrid approach  
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Chelsea Gaillard

Vice President, Senior Continuous Improvement Manager
Rabobank North America

3:00 pm - 3:30 pm Afternoon Break

  • One leaders methods for dramatic business transformation turnaround with limited risk
  •  Strategies used to craft and drive ambitious strategies all the way through to end-value
  • Frameworks and principals for sustainable continuous innovation
  • Learn how to drive a culture of innovation and creativity across the workforce 
-          Discuss how you can create an evolving management and measurement structure to continuously review and optimize processes
-          Ensure your business processes are serving your organization, the workforce and the customer in the most integrated and efficient manner possible 
-          Understand how digital BPM platforms and tools can be best utilized as vehicles to support your transformation goals

5:00 pm - 5:00 pm End of Workshop Day