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

Tuesday: Pre-Conference Workshops & Opening Keynotes

7:00 am - 8:00 am Registration

Workshop A1 - A10 (Choose 1 to attend)

Growth, Turnaround & Holistic Transformation

8:00 am - 9:20 am A1: Key building blocks for turnaround and growth-driven transformation
·         A top-down multi-level transformation approach through organizational restructuring, process reengineering and technology reboot
·         Leverage the newly emerged transformation levers: New networks, data, and new ways of codifying knowledge 
·         Redesign your HR motivators and build trust with customer
·         Energizing the new culture with effective leadership

Growth, Turnaround & Holistic Transformation

8:00 am - 9:20 am A2: Planning your transformation initiative from strategy to execution: A practical approach
·         Implement business structure modelling to align strategy with execution
·         Define your strategy and transformation with crystal clarity and communicate to different levels across the organization
·         Effective ways to drive change through an integrated business architecture 
Terry Roach, Founder and Chief Executive Officer at Capsifi

Terry Roach

Founder and Chief Executive Officer
Capsifi

Process Transformation

8:00 am - 9:20 am A3: Establish a structured cycle of improvement during your transformation
  • Create a framework for organizational thinking and the path of thinking – drawing on what perfection looks like
  • How can you train your workforce for OPEX? Critical factors for developing technical skills across the organization
  • Understand and evaluate formal problem solving; transparent obstacles to problems and challenges
  • Incorporating learner, coaching and leadership activities as a critical success factor to OPEX success
  • Discussing the role of technology as a tool assisting, not replacing, human involvement, and the application of design tools to optimize the program output
Peg Pennington, President; Instructor, Center for Operational Excellence, Ohio State University at Moresteam

Peg Pennington

President; Instructor, Center for Operational Excellence, Ohio State University
Moresteam

Process Transformation

8:00 am - 9:20 am A4: Accelerating your digital transformation through PEAD (Process Excellence and Automation Deployment) framework
As automation (RPA, BPMS, and AI) is playing an increasingly important role in process and technology transformation initiatives, transformation leaders have great opportunities to drive significant savings through both automation and process excellence tools such as Lean Six Sigma. Yet, there’s a lack of an existing framework to integrate the two for maximized impact. This workshop will provide an approach and framework that has been proven in:
·         Laying a good process foundation with lean six sigma and continuous improvement
·         Examining the next level improvement opportunities with RPA, BPMS, AI
·         Taking industry best practices to integrate process improvement opportunities with automation initiatives
·         Maturing your process journey from lean six sigma to end-to-end process re-engineering and digital transformation
·         Experiences and lessons learned through the LexisNexis digital transformation journey 
Ashutosh Chaudhari, Director, Center for Automation and Process Excellence at LexisNexis

Ashutosh Chaudhari

Director, Center for Automation and Process Excellence
LexisNexis

Digital Transformation

8:00 am - 8:20 am A5: Scaling up RPA with cognitive capabilities: A new quest for speed, efficiency and intelligence
Many companies are taking advantage of Robotic Process Automation to automate manual tasks, remove bottlenecks and increase efficiency. However, pioneering companies are taking this to the next level by incorporating cognitive capabilities into RPA to enable more autonomy, intelligence and unlock the next level of speed and efficiency. This workshop will provide practical methods and valuable insights in building these capabilities:  
·         Extending the RPA reach through cognitive capabilities: Where do you start?  
·         Identifying the key business areas and processes where cognitive capabilities will make the most impact
·         Developing  cognitive capabilities such as natural language processing and machine learning

Digital Transformation

8:00 am - 9:20 am A6: Process mining: process mapping for a digitally transformed world
As most mature continuous improvement programs will attest, deploying manual process mapping methodologies can be time-consuming activities that are prone to gross inaccuracies due to stakeholders’ and subject matter experts’ subjectivity, partiality, limited scope, or poor visibility within a given process. Process mining is an emerging technology and discipline that seeks to correct these critical flaws in traditional process mapping by using computational algorithms that can quickly and objectively create process models solely from event logs without using any other a priori information. These process models can be further enriched with attribute data to enable advanced data exploratory, data mining, and modelling methods. Essentially, process mining helps breathe life into reality-based, discovered process models for digitally transformed organizations.
Key Takeaways:
·         Understand the three core concepts of process mining: discovery, conformance, and enhancement
·         Review a process mining case study that delivered significant business value at Intel
·         How to select the right process mining solution for your organization that will deliver business value
·         Recommendations how to your PEx or OPx program can take process mining to the next level
Steven Remsen, Senior Technical Manager, Enterprise Process Excellence at Intel Corporation

Steven Remsen

Senior Technical Manager, Enterprise Process Excellence
Intel Corporation

Culture Transformation

8:00 am - 9:20 am A7: Choosing change and dissolve resistance and barriers to change
April has been a change leader for the past 20 years in different organizations. Her work was recognized by Professor Kotter in 2011.  In this session, she will outline techniques you can use right away to drive your change forward effectively:
  • Driving change vs. driving people
  • Creating "change buffers"
  • Identifying and dissolving excuses and other barriers to change, including "becoming the power to create change", finding the boundaries, and exposing and challenging an array of assumptions
  • A simple way to form and articulate a goal statement for your change
April Mills, Head of Change Management at Intel Corporation

April Mills

Head of Change Management
Intel Corporation

Culture Transformation

8:00 am - 9:20 am A8: Developing problem solving capabilities to shift the culture
This workshop will share key learning on cultural transformation from 15 countries in Pharmaceuticals and Finance industries.
·         Establishing a learning support system across tiers: Tools Workshops, Action Coaches, Role Model Leaders, and Certified Change Agents
·         Balancing standard work capabilities with local needs: Lean, Agile, Design, OD, Six Sigma, Kaizens
·         Selecting “pull” problems that resonate: Strategy, CI, RPA, DFSS, Leader Time, High Performing Teams
Sameer Anand, Director Business Transformation at Fannie Mae

Sameer Anand

Director Business Transformation
Fannie Mae

Innovation & Business Excellence

8:00 am - 9:20 am A9: Leverage agile transformation to speed up time to market in the digital age
An agile approach drives increased implementation speed, which translates into reduced time-to-market especially when leveraged in new product development. This session will combine key principles of agile and innovation in product development to delivering this outcome.
·         Combining lean and agile approaches in establishing new processes for your new product and services
·         Achieving more accurate and rapid product development cycles through the agile way of prototyping and launching
·         Developing a new team structure to support agile product development 

Innovation & Business Excellence

8:00 am - 9:20 am A10: Towards business agility: Re-envisioning the way you work
Many companies are recognizing business agility as a core competitive advantage for the future, but few have the concrete know-how to drive business agility at the enterprise level. This interactive workshop will provide content, case studies and hands-on exercises for the attendees to understand this new way of working and take away valuable nuggets for driving it forward.  
  • Start with a clear definition: How business agility puts many of today’s business buzzwords (e.g., Agile, Lean, DevOps, Digital, Design Thinking) into a shared context
  • Understand the key obstacles in achieving business agility and how to overcome them
  • Learn the key organizational capabilities you need to develop to enable business agility
  • Identify common mistakes in business agility transformation to avoid them along the way! 
Susan Marricone, PMO Director, Business Agility and DevOps Transformation at Honeywell

Susan Marricone

PMO Director, Business Agility and DevOps Transformation
Honeywell

9:20 am - 9:50 am Morning Break

Workshop B1 - B10 (Choose 1 to attend)

Growth, Turnaround & Holistic Transformation

9:50 am - 11:10 am B1: Accelerate growth and transformation through M&A
For many traditional industries and companies, organic and continuous growth has been challenging even with drastic internal transformation initiatives. Many turn to Mergers and Acquisitions to find new growth opportunities. Moreover, today’s M&A strategies increasingly aim to transform the acquirer’s business rather than reinforce it.
·         Pivoting your transformation strategy and business model through M&A
·         Acquiring new capabilities for transformation through M&A
·         Managing the integration and processes effectively to ensure consistent customer experience

Growth, Turnaround & Holistic Transformation

9:50 am - 11:10 am B2: What every leader needs to know about the state of strategy execution
·         Overcome the prevalent challenges with strategy execution
·         How to assess the maturity of your strategy execution
·         The methods you can use to increase your likelihood of success
·         How a strategy execution platform can resolve the common challenges you’re facing
Nigel Richardson, Presales Director at i-nexus

Nigel Richardson

Presales Director
i-nexus

Process Transformation

9:50 am - 11:10 am B3: Finding the true north for your transformation
IpX focuses on enterprise-wide changes that ensure sustainable digital transformation and functional business improvements. We provide the True North for you to navigate the journey of complexities within today's environment with an end-to-end ecosystem assessment of the people, processes, and digital footprint of your global enterprise. Our interactive workshop creates awareness on 3 key principles of configuration management:
·         Effective dates determine when documents and parts can be used
·         Documents lead, parts follow
·         Planning is the only way to control part usage in operations
Joseph Anderson, President at Institute for Process Excellence (IpX)

Joseph Anderson

President
Institute for Process Excellence (IpX)

Process Transformation

9:50 am - 11:10 am B4: The Four Pillars to exceeding customer expectations through continuous process improvement
Continuous process improvement is necessary to keep up with constantly rising customer expectations, but often lacks direction on practical implementation. Many people rely on traditional technology tools that cost too much, take too long to customize, and never actually meet their needs. This workshop will take a deep dive, with interactive components, into the four pillars of continuous improvement needed to exceed customer expectations and drive business growth, and show a new approach to making the implementation of this framework practical and sustainable. Key takeaways for this workshop:
  • Deep dive into the four pillars of continuous process improvement: adoption and engagement, scalability, flexibility, and a culture of innovation, needed to meet the needs of increasingly demanding customers
  • Learn how to implement continuous process improvement and make it the unifying force across your organization that drives results
  • Understand how the people closest to the work, regardless of technical background, can automate processes and gain more data insights on an easy to use, scalable platform
Kirk Trachy, Senior Solution Engineer & Evangelist at Quickbase

Kirk Trachy

Senior Solution Engineer & Evangelist
Quickbase

Digital Transformation

9:50 am - 11:10 am B5: Digital transformation in the era of low-code

Digital Transformation

9:50 am - 11:10 am B6: An agile approach to enable digital transformation
Sponsors:
Workato



Markus Zirn, Vice President, Business Development at Workato

Markus Zirn

Vice President, Business Development
Workato

Culture Transformation

9:50 am - 11:10 am B7: Ensuring culture and process alignment post M&A

Culture Transformation

9:50 am - 11:10 am B8: Becoming a transformation leader: Earning and owning your transformation

Mohamed Saleh, Former Lean Director at Hartford Healthcare

Mohamed Saleh

Former Lean Director
Hartford Healthcare

Innovation & Business Excellence

9:50 am - 11:10 am B9: Big ideas without big risk: Scaling innovation with disruptive thinking
In this hands-on workshop, Susan will share proven frameworks to help you develop disruptive innovation without taking huge risks. Through her energetic presentation and immersive discussions, executives will learn how to:  
·         Create solutions with higher, longer-lasting growth and performance
·         Ensure end-to-end risk management
·         Implement a repeatable innovation operating system
Susan Reed, Founder and Chief Executive Officer at EdgeDweller

Susan Reed

Founder and Chief Executive Officer
EdgeDweller

Innovation & Business Excellence

9:50 am - 11:10 am B10: Breaking down organizational silos and creating a culture of continuous improvement with root cause analysis and design thinking
Leaders are experiencing increased pressure to move faster and more efficiently. Often improvements are attempted through organizational redesign. Redesign is a valid approach however the scope and approach is often lengthy, costly, and benefits are short lived because the real barriers are not addressed. Improved speed and efficiency can be achieved through effectively empowering individuals with tools and methods for identifying barriers and partnering with these teams to remove them. 
In this workshop learn how one organization, starting with a concentrated effort to improve customer experience, empowered a cross functional team who uncovered people, process, and technology, pain points and their root causes.  Learn what enabled barriers to be removed that increased speed and delivered efficiency, also learn what was not able to be implemented and why. Key Takeaways from his workshop:
·         Become familiar with tools and methods of root cause analysis and design thinking for driving improved organizational performance
·         Review an organizational improvement case which broke down silos and delivered significant business value
·         Walk away with actions for helping your leadership leverage root cause tools to identify organizational barriers, and use design thinking to help your organization move faster and more efficiently
Monica Stitt, Former Director Strategy, Planning and Program Operations at Amway

Monica Stitt

Former Director Strategy, Planning and Program Operations
Amway

11:10 am - 11:40 am Networking Break

Workshop C1- C10 (Choose 1 to attend)

Growth, Turnaround & Holistic Transformation

11:40 am - 1:00 pm C1: Why digital transformations fail?
Digital transformation is more important than ever now that we're in the Fourth Industrial Revolution, where the lines between the physical, digital, and biological worlds are becoming ever more blurred. But fully 70 percent of digital transformations fail. Why? Tony Saldanha, a globally awarded industry thought-leader who led operations around the world and major digital changes at Procter & Gamble, discovered it's not due to innovation or technological problems. Rather, the devil is in the details: a lack of clear goals and a disciplined process for achieving them. Tony will share more details in this workshop with content covered in his book “Why digital transformation fail”
  • Introducing a five-stage process for moving from digitally automating processes here and there to making digital technology the very backbone of your company
  • For each of these five stages, Saldanha describes two associated disciplines vital to the success of that stage and a checklist of questions to keep you on track
  • Sharing case studies to show how digital transformation can be made routinely successful
Tony Saldanha, Former Vice President, Global Business Services, Next Generation Services at Procter & Gamble

Tony Saldanha

Former Vice President, Global Business Services, Next Generation Services
Procter & Gamble

Growth, Turnaround & Holistic Transformation

11:40 am - 1:00 pm C2: Transforming business DNA to drive business turnaround and growth
  • Taking an enterprise architectural overview to holistically design your transformation strategy and ensure it’s linked with business goals and stakeholder needs
  • Human Capital Development with crystal clear competency metrics that are role based to change the company DNA
  • Redesign organizational structure with the business architecture in mind starting from the top of the organization
  • Developing robust risk management system to ensure business continuity
  • Implement the management system to integrate all organizational development to drive continuous improvement and deliver sustainable results

Process Transformation

11:40 am - 1:00 pm C3: Achieving end to end process excellence with an adaptive approach: Combining Lean Six Sigma, Design Thinking and Robotics to tap your potentials
·         Getting the first steps rights: Evaluating and realizing improvement opportunities across the entire organization  
·         Creating your own methodology from proven methods such as lean six sigma, design thinking
·         Best practices in delivering results through multiple levers
·         Breaking down the silos to create end to end processes
·         Reengineering and integrating RPA, BPM and BPO: Challenges and successes 
Michael Stober, Senior Vice President Process Reengineering at Citizens Bank

Michael Stober

Senior Vice President Process Reengineering
Citizens Bank

Process Transformation

11:40 am - 1:00 pm C4: Leverage systems thinking to align strategy to OPEX transformation
Problem Solving and Project thinking gives way to Process Design and Process thinking, gives way to mass self-directed Synchronization with Systems thinking. In this insights-driven and story packed workshop, you’ll learn the key principles in strategy and OPEX alignment how systems thinking and process design methods can be used to create the tight alignment.
·         Create a tight alignment between strategy and OPEX transformation through systems thinking, process design and re-engineering
·         Share proven methods in aligning strategy, operations and processes
·         Visualizing and operationalizing strategy for your employees at different levels
·         Determining  and implementing key metrics for success
Peter Evans, Global Continuous Improvement Director at LEGO

Peter Evans

Global Continuous Improvement Director
LEGO

William Olmstead, Director Commercial Business Excellence at Diageo

William Olmstead

Director Commercial Business Excellence
Diageo

Digital Transformation

11:40 am - 1:00 pm C5: Agile transformation: How not to fail at scale
This workshop is carefully designed to help attendees gain insights and practical tools required for them to start and scale agile transformation in their organizations. Led by Kishore Kandru, who has recently set up CSAA’s RPA program from ground up and scaled it to enterprise level with lean and agile principles. The 90min workshop will also feature interactive exercises for you to learn powerful concepts in action. Key learning points include:
·         How to start small no matter how large your organization might be
·         How to identify and engage business stakeholder and deliver incremental value
·         How to learn from your initial wins and scale it to the whole enterprise in an agile way
·         How to keep your program and team agile and not slide back to old phenomena
Kishore Kandru, Enterprise Business Architecture at CSAA Insurance Group

Kishore Kandru

Enterprise Business Architecture
CSAA Insurance Group

Digital Transformation

11:40 am - 1:00 pm C6: Data driven transformation decisions

Culture Transformation

11:40 am - 1:00 pm C7: Introducing research proven Metaphors and Neuro-linguistic methods to manage change
Research and anecdotal results have shown there is a need for newer methods to introduce and manage change to gain acceptance instead of resistance.  In this workshop, two prescriptive methods will be presented and discussed:  
  • Introducing the methods of Metaphors and Neuro-linguistic patterns as new prescriptive methods for creating successful organizational change
  • Demonstrating new quantitative research results within an actual organization to prove how they have worked
  • Hear how they were recently quantitatively tested to show both immediate and sustained change effects of acceptance
Mary Sanders Ph.D., Visiting Professor at DeVry University

Mary Sanders Ph.D.

Visiting Professor
DeVry University

Culture Transformation

11:40 am - 1:00 pm C8: Creating a grassroots culture shift: Examples, best practices and lessons learned
This workshop session will demonstrate examples where a huge culture shift was created from grassroots and provide insight as to how you can ignite that shift in your organization: 
·         Recognizing need – Challenging the status quo!
·         Creating a grass roots program with sustained impact: Where to begin?
·         How to keep the engagement going
·         Getting top leadership involved: When and how
·         What have been the key lessons learned throughout the processes
·         Getting your hands dirty: Exercising on key techniques that make big impact! 
Beth O'Connor, Director Process Excellence at Visa

Beth O'Connor

Director Process Excellence
Visa

Innovation & Business Excellence

11:40 am - 1:00 pm C9: Make people become windmills in your organization: Four foundational leadership skills and three innovative techniques
When Anne wrote her first book about a coaching model for lean six sigma, she received feedback that these techniques and concepts are not just applicable to lean six sigma implementation and to coaching, but could be more broadly applied to project and people management. Starting from that point, Anne united the learnings she got from her Master Black Belt and PMP certifications and her accreditation to administer the MBTI (Myers Briggs Type Instrument), and wrote her second book about bringing process, project and people together to manage resistance. In this workshops session, she will share the key skills and techniques required to drive change and innovation with abundance of examples through her own experience.
  • The windmill analogy: Creating energy from resistance rather than opposing against it
  • Gaining insights and practicing the five foundational leadership skills: 1) Positive thinking 2)Ability to ask questions 3) Focus on the outcome 4) Problem solving 5) Leading by example
  • Learning and exercising the three innovative techniques:  1) a platform for peer to peer recognition 2) the power of reverse evaluation 3) collaborative problem solving
  • Examples sharing: What have I learned when practicing these skills and techniques in Société Générale
Anne Ponton, Head of Operations Project Team at Société Générale

Anne Ponton

Head of Operations Project Team
Société Générale

Innovation & Business Excellence

11:40 am - 1:00 pm C10: Develop a culture of human-centred innovation by incorporating design thinking into your continuous improvement culture
·         What get you here will not bring you to the next level: “The best must get better” mentality for continuous improvement
·         Developing true value stream mapping for process reengineering: What does it look like?
·         Incorporating Agile and Design thinking as part of the Continuous Learning and Improvement initiatives
·         Driving the culture change to make long lasting business impact 
David Marlow, Director of Transformation & Innovation at Northwestern Mutual

David Marlow

Director of Transformation & Innovation
Northwestern Mutual

1:00 pm - 2:00 pm Lunch Break and Registration for Non-Workshop Attendees

2:00 pm - 2:15 pm OPEX WEEK: Business Transformation World Summit 2020 - Opening

2:15 pm - 2:25 pm Chair's remarks

2:25 pm - 2:50 pm KEYNOTE: Business transformation 2020: From vision to reality

·         Reimagining your business model and business processes
·         Dissecting key aspects of a holistic business transformation
·         Bringing automation and AI into enterprise transformation
·         Breaking down traditional silos to drive business agility across the entire organization 

2:50 pm - 3:15 pm PLENARY SESSION: Building future-proof business operations to accelerate digital transformation

Sponsors:
Microsoft
·         Developing a digital transformation roadmap for intelligent business operations
·         Building a business infrastructure for an increasingly interconnected world
·         Making data the center of decision-making


3:15 pm - 3:50 pm KEYNOTE PANEL: The next frontier: Leveraging diversity of thought to drive innovation and purposeful transformation

It is proven thatdiverse and inclusive companies drive better business performance. In addition to demographic diversity, today’s transformational organizations have the opportunity to harness a more powerful and nuanced kind of diversity: diversity of thought. This keynote panel will shed lights on how transformation leaders are leveraging diversity of thought to generate innovation, facilitate collaboration and ultimately drive meaningful and sustainable transformation.
  • What can we learn from the “brain in the jar” scenario – How to be agnostic in demographic and political affiliations when it comes to diversity and inclusion?
  • Partnering strategic thinkers, risk takers with change managers to form your transformation A-team
  • Foster equality, belonging and transformational culture through a diversified workforce
Mia Leondakis, Vice President, Business Transformation & Automation at VMWare

Mia Leondakis

Vice President, Business Transformation & Automation
VMWare

Sheila Montney, Assistant Vice President at State Farm

Sheila Montney

Assistant Vice President
State Farm

Kelley Cornish, Global Head of Diversity & Inclusion at TD

Kelley Cornish

Global Head of Diversity & Inclusion
TD

3:50 pm - 4:20 pm Book Signing by Robert Hutcherson "Organizational Optimization"

The newly released book "Organizational Optimization" presents a new way of strategically optimizing any organization and getting the biggest bang for their budgetary buck. In a world where leaders are consistently under pressure to produce better results, "Organizational Optimization" provides a framework and guidance for any organization whether an international conglomerate, a federal agency, a city, a professional sports team or an
entrepreneurial organization looking to optimize their true potential.
 
Mr. Hutcherson is the owner of Optimize Consulting, a organizational improvement firm providing strategic improvement solutions. Robert has been very successful at improving federal and commercial organizations to include over $2 billion in cost savings plus has been associated with multiple Pentagon-level improvement awards. One of his projects won two awards to include best enterprise-level project in the U.S. Army in 2012 netting over $905 million.

3:50 pm - 4:20 pm Afternoon Break


Cristian Matei, Ph.D, LSS, MBB, Founder Advanced Thinking & Acting Head of Business Transformation at Veolia

Cristian Matei, Ph.D, LSS, MBB

Founder Advanced Thinking & Acting Head of Business Transformation
Veolia

4:20 pm - 4:45 pm KEYNOTE CASE STUDY: Building Brick and Mortar resilience in the age of e-commerce

Walmart remains its No. 1 position on the 2019 Fortune 500 list, against the backdrop of massive disruption in global retail industries. This keynote session will be a rare opportunity to shed light on how Walmart is transforming itself and building resilience through developing operational excellence and agile organization. 
·         Reinventing the business model: the omni channel shopping experience
·         Building organizational resilience and strive for operational excellence
·         The Walmart Performance System: Leveraging culture to advance the process maturity
·         Key steps/lessons learned from the Walmart Supply Chain Operational Excellence Journey 
Greg Smith, Executive Vice President, Supply Chain at Walmart

Greg Smith

Executive Vice President, Supply Chain
Walmart

Chris Glover, Vice President NA Supply Chain, Walmart Performance System at Walmart

Chris Glover

Vice President NA Supply Chain, Walmart Performance System
Walmart

4:45 pm - 5:10 pm PLENARY SESSION: Developing and strategizing AI capabilities to create business value

Sponsors:
UiPath
·         Drive breakthrough products, services and processes through AI capabilities
·         Why is AI the next natural step for RPA to create exponential business value
·         Where do you start  to build AI capabilities internally 


In this keynote session, General Ann Dunwoody will share leadership lessons and strategies that she has learned through her career which lead her to become the country’s first female-four start General that have the greatest application for business leaders and transformation leaders today.
·         Dream big and try to make a difference no matter what
·         What does "right" look like?
·         Some simple yet difficult principles for leaders
·         Don’t just be the best female leader but be the best leader
General Ann Dunwoody, First ever Female Four-Star General, Retired Commander of U.S. Army Materiel Command at Author of A Higher Standard

General Ann Dunwoody

First ever Female Four-Star General, Retired Commander of U.S. Army Materiel Command
Author of A Higher Standard

6:00 pm - 7:30 pm OPEX 2020 Drinks Reception