14th Annual
March 23 - 25, 2020 | New Orleans, LA
The only event catering to OPEX & Business Transformation professionals in Financial Services
The 13th Annual OPEX in Financial Services took place in March 2019 in the vibrant city of New Orleans. An amazing meeting point for OPEX experts, change management & transformation leaders who are all being challenged by the rapidly evolving ecosystem that is the financial services industry.
With a customer-centric focus to revolutionize business through people, process and technology, 2019's OPEX in Financial Services hosted the answers to your pain points.
2019 Speakers Included:
Paul Arel
Global Technology Business Relationship Manager
WorldPay
Jon Beller
Senior Vice President, Operational Excellence
First United Bank
Ankana Carpenter
Vice President, Business Transformation
TD Bank
Ryan E. Davis
Senior Vice President, Procurement Management
Bank of America
Tina Dinger
Vice President Process Improvement & Program Management
Northwest Bank
Michael Dove
Vice President, Center of Process Excellence
PSCU
Alisha Kale
Vice President, Business Process Engineer
Wells Fargo
Jennifer Kessler
Senior Program Manager
Vanguard
2019 Key Themes & Topics
Creating customer-centric business processes – today’s customer has increasingly become digitally focused and tech-savvy, which in turn has evolved their way of interacting and the expectations from a service provided.
Technology adoption to drive increased efficiency, such as RPA, ML, data management tools, cognitive learning
Execute actionable insights through data and analytics to – establish fact based decision making that support OPEX and customer demands.
Develop and sustain compliance measures in order to meet ever-changing regulations
Change management and leadership to deliver a seamless transition in new adopted methodologies and ways of working
What’s happens at OPEX FS?
A Variety of Learning Formats
OPEX in Financial Services boasts a wide range of learning formats including topic lead tracks, interactive discussion groups, workshops, panel discussions and more. All which can be customized to create the perfect agenda for you!
The Experience
You’re not just going be sat in a conference room at OPEX in Financial Services. There is plenty of time to work the crowd during our dedicated networking breaks and lunches, plus our exclusive evening drinks receptions.
The Location
For the 13th Annual OPEX in Financial Services summit we found ourselves in the heart of the vibrant city of New Orleans, LA! The event was set a stone throws from the Louis Armstrong New Orleans International Airport finding ourselves in the heart of the world famous French Quarter. Delegates mixed business with pleasure and explored all New Orleans had to offer!
2019 - MORE THAN JUST A CONFERENCE
Join us for the Spirits of New Orleans Tour!
Cruise the Mississippi River in style on a classic Steamboat
Testimonials
The event was extremely helpful to me. I’m new to the Financial Services space, so knowing what is going on in other institutions, the trends, competitors and vendors was extremely helpful.
Valuable forward thinking conference. Networking interactions with other attendees were very beneficial and of high quality.
Time well spent. Appreciate the diversity in speakers and the balance of academic, strategic and practical.
2019 Sponsors & Partners
