January 21 - 24, 2020
Omni Orlando Resort, ChampionsGate, FL

COO & Chief Transformation Officer Summit: Tuesday, January 22nd (Invite Only)

7:00 am - 8:00 am Registration and Coffee

8:00 am - 8:15 am Chair’s Welcome

8:15 am - 8:45 am Keynote: Leading business, digital and culture transformation in the new globalization reality for extraordinary growth

8:45 am - 9:30 am Panel Discussion: Holistic transformation from the top: Resolving the new C-suite quest to transformation

Change has never been faster and the pressure to transform is immense. Transformation comes in different forms yet successful transformations are usually led from the top with a relentless focus on strategy alignment, people, capability development and making the right investments. This panel discussion invites C-level transformation leaders not just to explore the best transformation strategies but also to discuss the push and turns within the organization to eventually drive transformation in the right direction:
·         Setting priorities to Strike the right balance between short-term improvement and long-term value
·         How to balance the needs from the CFO and the CTO? 
·         A collaborative approach to drive holistic transformation: What does that look like?
·         Deploying the often-limited resources at their disposal to the different priorities of a transformation
Dhiraj Cherian, CFO at Panasonic Automotive

Dhiraj Cherian

Panasonic Automotive

Himanshu Arora, Chief Data and Analytics Officer at Blue Cross Blue Shield of Massachusetts

Himanshu Arora

Chief Data and Analytics Officer
Blue Cross Blue Shield of Massachusetts

Paul Krebs, Chief Transformation Officer at Koch Industries

Paul Krebs

Chief Transformation Officer
Koch Industries

9:30 am - 10:00 am Crowdsource your company intelligence

Tanner Corbridge, Senior Partner at Partners In Leadership

Tanner Corbridge

Senior Partner
Partners In Leadership

10:00 am - 10:30 am Solution Providers Demo Drive Session ( Expo Floor)

10:30 am - 11:00 am Morning Break

11:00 am - 11:30 am Finding method in the madness of business transformation: Westfield’s quest to holistic transformation bringing People, Process, Technology and Data together

Westfield’s business transformation goes beyond digital into the business model reinvention, organizational re-structuring and new competency development. Amir’s profound background in analytics ensures that their transformation is based deeply rooted on data and insights. This  session will shed lights on:
·         Westfield Insurance’s powerful journey of holistic transformation leading to holistic transformation: What are the key considerations?
·         Operationalize your business transformation blueprint on business and operational levels
·         Bringing lean and agile together to drive process and technology excellence
·         Focusing on developing competencies for the future
Amir Farid, Chief Operating Officer & Chief Transformation Officer at Westfield Insurance

Amir Farid

Chief Operating Officer & Chief Transformation Officer
Westfield Insurance

11:30 am - 12:00 pm Transforming to the thrilling digital future through Automation and AI – A LexisNexis case study

·         Leveraging BPM, RPA and AI to achieve digital transformation
·         How are automation and AI technologies integrated in business processes to drive end to end transformation
·         What have we learned from the LexisNexis automation journey 
Vinay Mummigatti, Chief Automation Officer at LexisNexis

Vinay Mummigatti

Chief Automation Officer

Roundtable Discussions

Roundtable 1

12:00 pm - 1:00 pm Winning with digital transformation

Roundtable 2

12:00 pm - 1:00 pm Identifying growth opportunities
Paul Krebs, Chief Transformation Officer at Koch Industries

Paul Krebs

Chief Transformation Officer
Koch Industries

Roundtable 3

12:00 pm - 1:00 pm Develop transformational leadership

Roundtable 4

12:00 pm - 1:00 pm Organizational and process redesign to adapt to modern customers
Renaud Fournier, Chief Transformation Officer at Wiley

Renaud Fournier

Chief Transformation Officer

Roundtable 5

12:00 pm - 1:00 pm Future of work & learning

Roundtable 6

12:00 pm - 1:00 pm Foster a culture of innovation

1:00 pm - 2:00 pm Networking Lunch

2:00 pm - 2:30 pm Driving large scale business and digital transformation and change: An Allianz case study

·         Starting your transformation from customer journey and supply chain optimization
·         Making digital the enabler rather than the end: A transition from rom IT led to business led transformation
·         Coupling Process Reengineering with Enterprise Portfolio Management
·         Building change governance and change structure to drive global transformation
Nigel Leppitt, Chief Transformation Officer at Allianz Global Corporate & Specialty (AGCS)

Nigel Leppitt

Chief Transformation Officer
Allianz Global Corporate & Specialty (AGCS)

2:30 pm - 3:00 pm Panel Discussion: Inspire and lead in times of constant change: Developing leadership capabilities to cut through complexity

In Global Human Capital Trends 2019 survey, 80% of respondents cited leadership as a high priority for their organizations; however, only 41% think their organizations are ready to meet their leadership requirements. The 21st century leadership requirements have adapted in order to keep up with the ever evolving environment of the workplace. In this session learn how to:
  • Manage changing customer and talent demographics and culture differences
  • Keep your team motivated throughout change?
  • Create your personal brand and become a more successful leader to drive your transformation  
Trish Fielden, Business Transformation Executive at USAA

Trish Fielden

Business Transformation Executive

Renaud Fournier, Chief Transformation Officer at Wiley

Renaud Fournier

Chief Transformation Officer

3:00 pm - 3:30 pm Case study: Strive for an end to end business from digital perspective to drive margin and growth

3:30 pm - 4:00 pm Transformation Clinics

4:00 pm - 4:30 pm Afternoon Break

4:30 pm - 5:00 pm Case Study: From efficiency to growth: Adapting to new transformation goals post M&A

This case study will share TIAA Bank’s transformation journey from when they were Everbank, a name they held before being acquired by TIAA. The acquisition has shifted the company focus from efficiency to growth driven and from product focused to client focused. Michael will share this unique journey and the key strategies they have developed to steer the transformation at different stages: 
  • Mapping out new transformation priorities post M&A
  • Leveraging design thinking and experiential mapping with the new focus on client experience
  • Blending continuous improvement and innovation to accelerate transformation 
Michael J. Reynolds, Senior Vice President Business Transformation at TIAA Bank

Michael J. Reynolds

Senior Vice President Business Transformation

5:00 pm - 5:30 pm Case study: Serta Simmons’ turnaround & transformation through unprecedented market disruption for future growth

The global retail industries are going through major disruptions. It takes strategic foresight, relentless focus on customers and adaptive operating strategies to be successful in this challenging marketplace. This case study will share Serta Simmon’s turnaround & transformation in a market disrupted by shifts in consumer behavior, new direct-to-consumer entrants, bankruptcy of largest retail-partner, low-cost foreign imports, and channel migration.
  • A case of “swim or sink”: Serta Simmons turnaround & transformation strategy in a competitive marketplace
  • Identifying key growth drivers through reinventing channel strategies, including direct-to-consumer
  • Innovation focusing on radical simplification to the business
  • Competing on service and quality in a customer dominant market
  • Developing a customer-centric culture across the entire organisation
David Campos, Chief Transformation Officer at Serta Simmons Bedding

David Campos

Chief Transformation Officer
Serta Simmons Bedding

5:30 pm - 5:55 pm Panel Discussion: Bringing digital disruption and business transformation together to create your recipe for exponential growth

  • What are the most current game-changing digital disruptions to influence the future company infrastructure, business model, front and back end transformation
  • What does that mean to your business structure, business model and transformation?
  • Developing a surviving digital and business transformation strategy
Guru Vasudeva, Senior Vice President and CIO at Nationwide

Guru Vasudeva

Senior Vice President and CIO

5:55 pm - 6:00 pm 5 minute changeover and move to the plenary room

6:00 pm - 6:30 pm PEX Awards Ceremony (with the main conference group)

6:30 pm - 9:00 pm Platinum Global PEX Awards Reception & Pool Party: Celebrating 21 years of Excellence

Join our award winners, finalists and all of those who live and breathe transformation and excellence. Raise your glass and toast to the 21 years of celebrating excellence!