Monday, Jan 29: Pre-Conference Workshops, Focus Days & Main Conference Day One

7:00 am - 8:20 am Registration Opens for Workshop & Focus Day Attendees: Networking & Morning Coffee

Workshop A1 - A6 (Choose 1 to attend)

Workshop A1

8:20 am - 9:40 am A1: Leveraging OKR (Objectives and Key Results) to Drive Alignment and Accelerate Transformation
Rush Fozo - Senior Vice President, Investment Operations Outsourcing, Northern Trust

Join this workshop to hear a unique approach and lessons learned from Northern Trust on how they have leveraged OKR principles to bind together their global Investment Operations Outsourcing organization and their transformation initiatives. Rush will also share how they have embedded OKR into their OPEX and transformation frameworks.

·       An evolution of Northern Trust’s Investment Operations.

·       Outsourcing the transformation journey from lean to automation and analytics

·       Overcoming challenges with organizational alignment by leveraging OKR

·       Deployment of a quarterly planning cadence to refine key transformation goals 

·       Driving alignment by creating a common language amongst the global operations organization

·       Having a clear understanding of what successes look like and measuring them along the way

img

Rush Fozo

Senior Vice President, Investment Operations Outsourcing
Northern Trust

Workshop A2

8:20 am - 9:40 am A2: Identifying the Organizational Change Maturity Level and Driving the Right Transformation Strategy
Jacques McGregor - Vice President, Digital Transformation, Marathon Petroleum Corporation
Margarita Panzer - Director, Enterprise Change Readiness, Marathon Petroleum Corporation

Understanding the organizational and human factors is of paramount importance in formulating and implementing a transformation strategy. Marathon Petroleum Corporation has adopted the practice of evaluating the organization’s preparedness for change and the extent of change-related fatigue as factors informing their transformation methodology. Simultaneously, their strategy is characterised by well-defined business objectives and a human-centred approach. This workshop will showcase how they have tied these key elements and metrics into their overall transformation strategy and focus on the below areas:

·       Sharing the business outcomes-based approach and re-imagining the way the company works

·       Understanding different levels of organizational maturity based on change readiness assessment

·       Examining Marathon's tailored assessment techniques and lessons learned

·       Identifying gaps and the biggest opportunities for transformation and change maturity

img

Jacques McGregor

Vice President, Digital Transformation
Marathon Petroleum Corporation

img

Margarita Panzer

Director, Enterprise Change Readiness
Marathon Petroleum Corporation

Workshop A3

8:20 am - 9:40 am A3: Developing Enterprise Process Architecture: Building Core Process Excellence & Automation Capabilities
Ashutosh Chaudhari - Senior Director, Process & Automation, Cisive

This session will look at effective models and approaches to build an integrated Enterprise Process Architecture to drive process capabilities and keep up with your transformation requirements.

·       Defining, developing, and maintaining enterprise process architecture from value streams

·       Visualize enterprise process architecture through enterprise process modelling across BU's

·       Leveraging advanced automation and analytics tools to drive a greater level of operational excellence and business process resiliency

·       Mitigating operational risk, improving governance through operational and process automation

img

Ashutosh Chaudhari

Senior Director, Process & Automation
Cisive

Workshop A4

8:20 am - 9:40 am A4: Developing A Practical Approach for Effective Stakeholder Management
Ryan Mayer - Head of Healthineer Performance System – Americas, Siemens Healthineers

Stakeholder management is crucial when driving transformation especially when transformation starts from the middle level (neither top down nor bottom up). Identifying and effectively communicating and managing the stakeholders who are often in senior leadership positions can be challenging. This session will share common challenges and practical approaches in managing stakeholders.

·       Understand the imperative for effective stakeholder management

·       Identify the right stakeholders and map them to personas

·       Develop effective engagement approaches, including an innovative “use case” approach.

·       Apply the right measurements and governance

·       Discussing the stakeholder management strategy within your own organizational context

img

Ryan Mayer

Head of Healthineer Performance System – Americas
Siemens Healthineers

9:40 am - 10:00 am Networking Break

Workshop B1 - B6 (Choose 1 to attend)

Workshop B1

10:00 am - 11:20 am B1: Leading Successful Business Transformations: Maximizing Impact with Business Agility
Steve Claus - Vice President of Business Agility, Hyperdrive

Your market industry is changing at lightning speed and evolving before our eyes. Ground-breaking “disruptors” are changing the world that we live in. Think computer-based crypto-currencies, self-driving cars, sustainable energy, and privately-funded reusable spacecraft, to name a few. Through Business Agility, organizations can continuously evolve their strategy, goals, and culture, decreasing the risk of falling behind.


Join this dynamic workshop to hear how you can develop and drive successful agile transformation:

  • Accelerate innovation and build adaptivity into your transformation strategies through Business Agility
  • Build a strong foundation of stable culture through the values and language of David Marquet's Intent-Based Leadership
  • Create measurable outcomes that are aligned throughout all levels of the organization by mastering Scaled OKRs
  • Adopt an Agile Performance Management strategy that aims to create a more dynamic, responsive, and collaborative approach to managing employee performance


img

Steve Claus

Vice President of Business Agility
Hyperdrive

Workshop B2

10:00 am - 11:20 am B2: Accelerate Financial Returns from Continuous Improvement Using AI and KaizApp – the Operating System for CI
Nick Racster - CEO & Founder, KaizApp AG

Join this interactive workshop to see how problem solving supported by AI can engage everyone in your organisation to deliver stronger financial returns

·       Learn why Lean implementations don’t typically lead to a sustained Continuous Improvement culture

·       Discover how to mobilise Continuous Improvement to become a growth driver

·       Learn how digital tools and AI can accelerate a sustained improvement culture



img

Nick Racster

CEO & Founder
KaizApp AG

Workshop B3

10:00 am - 11:20 am B3: Reinventing Business Process through Automation and Generative AI
Jeff Goodhue - Principal Business Automation Technical Leader, IBM
Ryan Sparks - Advisory Business Automation Tech Leader, IBM

Despite transformation efforts, many companies are still riddled with manual processes and unstructured data which is hindering these attempts. This session will take a deep look into how we can turn this seemingly overwhelming challenge into opportunities that lead to positive transformation results. In this workshop, we will:

·       Explore IBM’s AI Assistants that bring the power of automation and generative AI technology to employees’ hands

·       Learn how to get started with use cases for driving adoption of generative AI and improving employee productivity

·       Get hands-on experience with IBM watsonx Orchestrate and watsonx.ai to build a process for streamlining work and freeing up employees to focus on higher value tasks

Join IBM technical experts, Jeff Goodhue and Ryan Sparks, for this exciting hands-on experience. Please bring your laptop; we will provide access to all of the tools you need to complete the hands-on lab.

img

Jeff Goodhue

Principal Business Automation Technical Leader
IBM

img

Ryan Sparks

Advisory Business Automation Tech Leader
IBM

An important part of any transformation is optimizing what you already have. Amongst the biggest assets of any organization are their people, their teams and their leadership. This interactive workshop session focuses on a goal-oriented approach to aligning customer needs and colleague capabilities in a compliant way to deliver commercial outcomes.

·       Working through our eco system to understand where you are in your journey

·       How to optimize each element of the eco system utilizing known improvement methodologies with a different approach i.e. lean, agile, CI

·       Join the dots from strategy to operations to delivery – overcome the barriers

·       Establish aligned goals to achieve transformation momentum



img

Neil Chapman

Director
Neon Partnerships

img

Nicola Moran

Director
Neon Partnerships

img

Stephen Donne

Head of Transformation Delivery
Nottingham Building Society

11:20 am - 11:40 am Networking Break

Workshop C1- C6 (Choose 1 to attend)

Workshop C1

11:40 am - 1:00 pm C1: A Business Transformation Simulation Game
Ian Nicholls - CEO, explic8

This highly engaging and dynamic workshop will address transformation challenges and best practice by having fun! Starting with a simulation game, you will learn about the essentials of what it takes to drive flow and develop best practice OPEX methods. The hands-on session is also designed in such a way to ensure that that you will walk away with key insights on practical steps to tackle transformation scenarios and visual transitions.  

  • Fast moving challenge using “Sticklebricks” as a medium
  • Simulates transition from traditional manufacturing to fast flow cell
  • Touches best practice methods to move to OPEX
  • Focuses on the importance of Quality first
  • Set-up in a competitive teams scenario
  • Hands-on demonstrable and visual transition


img

Ian Nicholls

CEO
explic8

Workshop C2

11:40 am - 1:00 pm C2: Rapid Scaling of Competency Learning to Inspire Continuous Improvement for Everyone (“CI4E”) at Cargill
Joseph LaCount - Corporate Continuous Improvement Leader, Global Operations, Cargill
Rob Stewart - President, CEO, co-Founder, OpusWorks
Dan Rice - COO, OpusWorks

Over the past year, Cargill has expanded Lean Six Sigma structured problem-solving accessibility, increased usage, and standardized learning processes throughout its global enterprise. Capability building offerings today range from White Belt to Master Black Belt with blended learning classes also available in English, Mandarin, Portuguese, and Spanish. The focus now shifts to implementing a closed loop system that reduces end-to-end deployment variation from defining an initial project and completing training to enabling and sustaining a population of problem solvers and a global team of enduring practitioners.

In this session, you will learn to: 

• Define your deployment process and identify its stakeholders 

• Discover the variation in and between deployment sub-processes 

• Use data and listening posts to reveal what’s working and what’s not 

• Rely upon governance to guide cycles of refinement and improvement 

• Build Competency-based learning paths as a complement to Belt-level training

• Understand what the Knowing – Doing Gap is and deploying a strategy to close it 



img

Joseph LaCount

Corporate Continuous Improvement Leader, Global Operations
Cargill

img

Rob Stewart

President, CEO, co-Founder
OpusWorks

img

Dan Rice

COO
OpusWorks

Workshop C3

11:40 am - 1:00 pm C3: Achieving Operational Excellence through process intelligence
James Henderson - CEO, Mindzie

The biggest risk to an enterprise is its blind spots — in how work is performed, its operational processes, and organizational data. Uncovering these blind spots is the first step to achieving end-to- end process excellence. This interactive workshop will focus on:

-       Starting on the right foot: understanding how the organization runs and where the opportunities are.

-       Identifying the project: start with a targeted outcome to provide value quickly.

-       Building the business case: how to present the project internally for approval.

-       Expanding the scope: let the results drive the next step.

-       Operationalizing: turning your one-time project into a continuous improvement effort


This session will include real experiences across a range of industries.



img

James Henderson

CEO
Mindzie

Workshop C4

11:40 am - 1:00 pm C4: Building Commitment to Change: How to Bring People Along On Your Transformation Journey

Commitment to change is a vital first step in any transformation journey that ensures people come along on the change journey. Without a well-defined process or prioritizing it as the first step, transformation often fails or backtracks as people are left behind. By participating in this interactive session, you will have the opportunity to learn from case studies that highlight the essential processes and principles involved in building commitment for change. Moreover, you will have the chance to apply these learnings to your own transformation journey.

·       Why commitment to change is critical to the success of your transformation initiative?

·       Why is it challenging to build commitment to change?

·       Introducing a practical framework to build comment to change

·       Group exercises to apply these principles to your change scenario to advance your transformation journey

1:00 pm - 2:45 pm LUNCH & REGISTRATION FOR NON-WORKSHOP ATTENDEES

2:00 pm - 2:10 pm OPEX WEEK: Business Transformation World Summit 2023 – Opening

2:10 pm - 2:20 pm Chair's Opening Remarks

Brenton Harder - Head of Enterprise Automation, Fiserv
img

Brenton Harder

Head of Enterprise Automation
Fiserv

Today transformations are more complex, more frequent, and can often feel like dominos. Knock one over and the whole chain goes down. However, leading with intention, aligning business strategies, effective governance, and change management allows companies to meet stakeholders where they are at, show real value and get tangible results. Hear how KPMG worked with industry leaders to design, build, and execute against their unique transformation agenda with an eye toward driving efficiencies, minimizing cultural disruption while unlocking value at every step.



img

Rosemarie Estrada

SVP, HR Strategy, Services & Systems
Kyndryl

img

Evan Metter

Principal, Human Capital Advisory
KPMG

img

Rick Rose

Principal, Advisory, US Leader, Connected Enterprise, Americas
KPMG

2:50 pm - 3:20 pm KEYNOTE: AI Assistants: Generative AI for Productivity, from Employee Experience and Customer Care to Code Modernization

Greg Pollack - Global Leader, Intelligent Automation, IBM
Casimir Turbak - Vice President, Technology Strategy, Randstad Sourceright
Angela Hood - Founder & CEO, ThisWay Global

Today 66% of CEOs say they face significant pressure to accelerate adoption of generative AI. However, there is a great deal of confusion about where and how generative AI will drive the greatest value for the enterprise. ​Explore how generative AI is creating value for IBM clients today through three critical use cases: customer care, hiring and people-management, and application modernization and coding development. Join Greg Pollack, Americas Business Automation Leader, IBM, along with Angela Hood, CEO, ThisWay Global and Cas Turback, VP of Technology Strategy, Randstad, to discuss a practical approach to applying generative AI and real use cases deployed today by IBM clients.

img

Greg Pollack

Global Leader, Intelligent Automation
IBM

img

Casimir Turbak

Vice President, Technology Strategy
Randstad Sourceright

img

Angela Hood

Founder & CEO
ThisWay Global

3:20 pm - 3:50 pm Supercharging the Benefits of Transformations by Enhancing Value Capture

Bhavin Manjee - Partner and Member of the Board, Simon-Kucher & Partners

Change is constant: customer expectations evolve, new competitors enter the scene, international markets expand and your company’s strategy and products advance. All of this continues against the backdrop of an increasingly complex business environment.

In these times, the most resilient businesses have sustained customer relationships that are anchored on a deep understanding of customer needs, and which are aligned with the business’s value proposition. The transformative companies have not only adapted tactics to be more agile in navigating unpredictable shocks to the market, but also protected their top line by fundamentally re-shaping their revenue models to be more resilient to these shocks.

In this session, we will explore the revenue side of transformation, specifically looking at how leading companies improve value capture in conjunction with innovative delivery models, data driven insights, digitally enhanced products, or customer experience investments to improve transformation outcomes.



img

Bhavin Manjee

Partner and Member of the Board
Simon-Kucher & Partners

3:50 pm - 4:30 pm Afternoon Break

4:30 pm - 5:00 pm The All-Star Panel: The Time Is Now - The Paradigm Shift from Business Transformation to Business Reinvention & Unlocking the New Growth Frontier

Roeland Vertriest - Chief Transformation Officer, DuPont
Jose Varela - Senior Vice President, Global Service Centers, 3M
Paul Krebs - Chief Transformation Officer, Koch Industries
Jose Pimenta da Gama - Senior Partner, McKinsey

Most business transformations take place in one part of the business and deliver marginal gains on efficiency. However, that will no longer be sufficient for the future transformation landscape. Businesses are required to self-disrupt, reinvent existing business models and embrace paradigm shifts, not only to drive cost benefits, but also to deliver a step change and unlock new growth opportunities. In this thought-provoking all-star session, we have invited the leaders who are driving beyond business transformation to delve into the new possibilities of business reinvention.

·       The time is now: examining the new imperatives for business reinvention

·       What does it take to build self-disruptive customer-centric reinvention strategies?

·       Building a connected and interoperable digital core to leverage the unleash the power of data and AI

img

Roeland Vertriest

Chief Transformation Officer
DuPont

img

Jose Varela

Senior Vice President, Global Service Centers
3M

img

Paul Krebs

Chief Transformation Officer
Koch Industries

img

Jose Pimenta da Gama

Senior Partner
McKinsey

5:00 pm - 5:25 pm Creating Enterprise-wide Operational Excellence to Enable New Ways of Working

Carolyn Lum - Vice President, Operational Excellence, Philip Morris International

One of the most fundamental challenges for large enterprises is to get people from different parts of the organization to collaborate effectively. When deploying Operational Excellence, many companies struggle to take it outside of operations and to go from improvements in “islands” of the business to a company-wide way of working. Based on her recent and current experiences, Carolyn will share key advice and tips to inspire those who are on that same journey.

·       Creating and reinforcing a common language across the company to drive change and continuous improvement

·       Getting the support from your CEO and transforming your leader’s way of thinking

·       Creating and driving a culture of feedback to accelerate the move towards servant leadership and a continuous learning organization

img

Carolyn Lum

Vice President, Operational Excellence
Philip Morris International

5:30 pm - 6:00 pm The Ultimate 25th Anniversary Transformation Debate: Machine Intelligence vs Humanity

Gerald Lackey - Commissioner, Virginia Department of Motor Vehicles

To mark 25 years of innovating business transformation, OPEX Week is launching this brand-new debate-style format to address one of the conference’s most pressing themes. In a year where the launch of mass-market generative AI tools has transformed our perception of the role of automation within business, this fiery debate will pit machine intelligence vs humanity to decide how we can move forward re-imagining people, process and technology. We will invite leaders who are passionate about either AI or humanity to demonstrate and debate their key views on which would play a more important role in future business transformation. They will also challenge their opponents on their key arguments. The panel members will be grilled on the following questions:

For the Machine Intelligence Camp:

·       What are the biggest opportunities Artificial Intelligence and Generative AI will bring to the transformation table?

·       What are the key steps transformation leaders need to take to fully leverage AI technology?

·       What are the biggest risks in adopting machine intelligence and where will it fall short?

·       What are the ethical implications of AI and how do we move them forward?

For the Humanity Camp:

·       Why is humanity the answer to the business transformation challenges of the future?

·       Where can humanity triumph over machine intelligence in transformation?

·       What are the biggest risks of ignoring the development of machine intelligence?

img

Gerald Lackey

Commissioner
Virginia Department of Motor Vehicles

6:10 pm - 8:10 pm WELCOME Drinks Reception

Join us for an unforgettable evening as we embark on a journey down memory lane, celebrating a remarkable milestone – 25 years of excellence with our growing community!