January 21 - 24, 2020
Orlando, FL

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

7:30 am - 8:30 am Registration and Coffee

8:30 am - 8:45 am Chair’s Welcome

Change has never been faster and the pressure to transform is immense. As companies search for innovative ways of driving through organizational change, a new C-suite member has risen: the chief transformation officer. We are bringing a few leading CTOs to join the panel and share their priorities and challenges to get a clear picture of the transformational directions their companies are heading towards.
·         Setting priorities to Strike the right balance between short-term improvement and long-term value
·         Process, Technology vs. People: Where to invest first?
·         Transformation is not one man’s job: making sure line managers take responsibility for change and ensuring they deliver results quickly and with suitably high ambition
Deploying the often-limited resources at their disposal to the different priorities of a transformation

Jose Tolosa

Chief Transformation Officer


Paul Krebs

Chief Transformation Officer
Koch Industries


Frank Mendicino

Executive Vice President and Chief Administrative Officer
Delaware North


Jeff Goldstein

Managing Director


Sofia Passova



Stan Passov

SVP Product Management


David Hadd

Senior Vice President Corporate Continuous Improvement
Webster Bank

10:00 am - 10:30 am Keynote: A new COO priority: Moving away from cost cutting to developing capabilities to drive growth

Kapil Bansal - VP Transformation, Nokia
COOs often fight the battle of cost and efficiency; Yet it is critical for transformational COOs to shift their roles and focus on developing essential capabilities to drive top line growth for the organization. Hear Nokia’s approach and key areas they are transforming and building capabilities:
·         Moving from the cost side to growth side: Creating capabilities for the companies to grow!
·         Shifting the lense from a functional view to a process view for end to end transformation
·         Redesign team accountabilities and KPIs to encourage behaviors to drive transformation

Kapil Bansal

VP Transformation


11:00 am - 11:30 am Keynote reserved for Geotz Partners

11:30 am - 12:00 pm Keynote: Transforming banking in the Nordics: from ground zero to the thrilling digital future

Simen Munter - Chief Operating Officer, Consumer Banking, Nordea

Simen Munter

Chief Operating Officer, Consumer Banking

Roundtable Discussions

Roundtable 1

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

Roundtable 2

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

Paul Krebs

Chief Transformation Officer
Koch Industries

Roundtable 3

12:00 pm - 1:00 pm Identifying and leading millennial talent

Roundtable 4

12:00 pm - 1:00 pm Rethinking customer experience: Be customer obsessed!
Susan Brown - Executive Vice President, Wholesale Operational Excellence, SunTrust Bank

Susan Brown

Executive Vice President, Wholesale Operational Excellence
SunTrust Bank

Roundtable 5

12:00 pm - 1:00 pm Drive business growth with disruptive thinking
Susan Reed - Founder and CEO, EdgeDweller, Inc.
Join this interactive innovation session and learn how to...
  • Create ideas of the future while reducing risk and tripling your implementation rate
  • Drive decision making consensus with critical tools that pave the way to safer, smarter, and longer lasting innovations. 

Susan Reed

Founder and CEO
EdgeDweller, Inc.

1:00 pm - 2:00 pm Networking Lunch

2:00 pm - 2:30 pm CASE STUDY: Building a transformation roadmap towards business excellence – A Webster Bank case study

David Hadd - Senior Vice President Corporate Continuous Improvement, Webster Bank


David Hadd

Senior Vice President Corporate Continuous Improvement
Webster Bank

2:30 pm - 3:00 pm Case Study: “You don’t join us, We join you!” – building a digitized platform to become a true health partner

Claus T Jensen - Chief Technology Officer and Head of Architecture, AETNA
During this session, Claus will share a collaborative view and practical approach on how to:  
·         Holistically integrate the health ecosystem we are part of
·         Holistically understand the health consumers we serve
·         Holistically transform the product we deliver

Claus T Jensen

Chief Technology Officer and Head of Architecture

3:00 pm - 3:30 pm Sponsored Keynote: Crowdsource your company intelligence

Craig Hickman - Futurist and SVP of New Product Development, Partners in Leadership
CEOs are concerned about three things: 1) change or disruption in the market, 2) speed of adapting to change, and 3) growth and profitability. This session addresses all three concerns through a unique perspective: purpose-connected people.
Purpose-connected professionals play a critical role in how companies adapt to change, speed, and growth. The way we interact is changing; how we access people knowledge and decision making is changing. We have to rethink these models and tap into the resources right in our own organizations. But how? This session explores some new ways organizations can leverage talent, wisdom, and solutions in order to keep up with the speed of change and need for growth.

Learning objectives:
·         Crowdsource your company’s native intelligence by tapping into your most important asset—your people.
·         Focus teams on top priorities.
·         Solve problems faster—together.
·         Coach each other in the moment.


Craig Hickman

Futurist and SVP of New Product Development
Partners in Leadership


4:00 pm - 4:30 pm Case study: Strive for an end to end business from digital perspective to drive margin and growth

Sudeep Gautam - Chief Digital Officer, Pratt & Whitney
·         A digital vision and blueprint: What does digital transformation mean to Pratt & Whitney? 
·         Lead the innovation by understanding disruptive technologies  in our industry and adjacent industry  
·         Identify digital use cases across the organization that would make the most business impact
·         Developing transformation strategies and governance model
·         Developing and deploying best practices metrics to track transformation performance

Sudeep Gautam

Chief Digital Officer
Pratt & Whitney

4:30 pm - 5:15 pm PANEL DISCUSSION: Surviving strategies for digital transformation

Eric Hammes - SVP Business Transformation & Information Technology, 3M

Eric Hammes

SVP Business Transformation & Information Technology

5:15 pm - 5:25 pm move to the plenary room

5:25 pm - 6:00 pm Join the Main Conference for the “BIG IDEAS PRESENTATION”

6:00 pm - 6:40 pm PEX Awards Ceremony (with the main conference group)

6:40 pm - 8:10 pm OPEX Week Drinks Reception (with the main conference group)