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
J-M Erlendson - Business Process Architect, Software AG
·         Aligning customer experience and demand with process transformation strategy
·         Understanding and leveraging People, Process and Technology to drive successful transformation.
·         Reducing risks and addressing challenges in growth and transformation - how to identify risks early, future-proof process, and plan for sustainable success.


J-M Erlendson

Business Process Architect
Software AG

Growth, Turnaround & Holistic Transformation

8:00 am - 9:20 am A2: Planning your transformation initiative from strategy to execution: A practical approach
Terry Roach - Founder and Chief Executive Officer, Capsifi
·         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

Process Transformation

8:00 am - 9:20 am A3: Establish a structured cycle of improvement during your transformation
Peg Pennington - President; Instructor, Center for Operational Excellence, Ohio State University, MoreSteam
  • 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

Process Transformation

8:00 am - 9:20 am A4: Accelerating your digital transformation through PEAD (Process Excellence and Automation Deployment) framework
Ashutosh Chaudhari - Director, Center for Automation and Process Excellence, LexisNexis
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

Digital Transformation

8:00 am - 8:20 am A5: Scaling up RPA with cognitive capabilities: A new quest for speed, efficiency and intelligence
Sateesh Seetharamiah - Vice President and Global Product Head of AssistEdge, EdgeVerve
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


Sateesh Seetharamiah

Vice President and Global Product Head of AssistEdge

Digital Transformation

8:00 am - 9:20 am A6: Process Mining, Mapping and Automation: Deliver process excellence for a digitally transformed world
Robert Hutter - Founder & CEO, FireStart
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 reengineer 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 and mapped to your overall process landscape. Furthermore, process mapping creates the foundation to build an end-to-end automation strategy for cross-application, human-centric workflows with a low-code approach. Combining Process Mining and Workflow Automation results in high user adoption and quick, consistent ROI delivery.
Key Takeaways:
Understand the core concepts of process mining: discovery, conformance, and enhancement
Map and publish processes throughout your organization
Automate human-centric workflows with a low-code approach.
How to leverage process mining and workflow automation in an integrated approach

Robert Hutter

Founder & CEO

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

Jasmine Yamasaki

Senior Change Manager, Enterprise Process Excellence
Intel Corporation


Patrick Counihan

Business Transformation & Operational Excellence Leader

Culture Transformation

8:00 am - 9:20 am A8: Developing problem solving capabilities to shift the culture
Sameer Anand - Director, Enterprise Agile Coach, Freddie Mac
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 Change Agents
  • Balancing standard work capabilities with local needs: Lean, Agile, Design Thinking, OD, Six Sigma, Kaizens
  • Selecting “pull” problems that resonate: Strategy, CI, RPA, DFSS, Leader Time, High Performing Teams
  • Planning for scaling, sustainability, and reaching a Tipping point
  • Problem solving at all levels

Sameer Anand

Director, Enterprise Agile Coach
Freddie Mac

Culture Transformation

8:00 am - 9:20 am A9: Leverage agile transformation to speed up time to market in the digital age
Tim McCracken - General Manager, Americas, iObeya
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 

Tim McCracken

General Manager, Americas

Innovation & Business Excellence

8:00 am - 9:20 am A10: Towards business agility: Re-envisioning the way you work
Susan Marricone - PMO Director, Business Agility and DevOps Transformation, Honeywell
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

9:20 am - 9:50 am Morning Break

Workshop B1 - B10 (Choose 1 to attend)

9:50 am - 11:10 am B1: This session is combined with workshop B7.
If you have selected this workshop, please head over to the room where workshop B7 is hosted. 

9:50 am - 11:10 am B2: What every leader needs to know about the state of strategy execution
Tyler McBeth - Pre-Sales consultant, i-nexus
·         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

Tyler McBeth

Pre-Sales consultant

9:50 am - 11:10 am B3: Finding the true north for your transformation
Joseph Anderson - President, Institute for Process Excellence (IpX)
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

Institute for Process Excellence (IpX)

9:50 am - 11:10 am B4: The Four Pillars to exceeding customer expectations through continuous process improvement
Kirk Trachy - Senior Solution Engineer & Evangelist, Quickbase
Robert Salaj - Director of Operational Excellence, Lighthouse Electric
As customer expectations keep rising and competition keeps growing, companies are feeling the urgent need to transform how they are run. While traditional Lean can be effective, it is often time-consuming with certain solutions taking years to implement. Learn how a new approach to Lean can help your company drive bottom-line results more quickly and achieve team-wide adoption more easily.
You’ll hear first-hand how, in just a year, Lighthouse Electric Company achieved a company-wide digital transformation that helps them tackle some of the most technically challenging projects in their industry by combining Lean and rapid application development (RAD) – and how you can too.
Key takeaways: 
·         How to combine the 4 pillars of Lean with rapid application development to quickly yield bottom-line results
·         Tested strategies to implement continuous process improvement and make it the unifying force across your organization
·         Actionable insights on how 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


Robert Salaj

Director of Operational Excellence
Lighthouse Electric

9:50 am - 11:10 am B5: Digital transformation in the era of low-code
Nick Decker - Director Of Partnerships, Catalytic


Nick Decker

Director Of Partnerships


Markus Zirn

Vice President, Business Development


Andrew Torpey

Director of Operational Excellence

9:50 am - 11:10 am B7: Ensuring culture and process alignment post M&A
Ravi Rao - Top 20 Emotional Intelligence Expert, Author of "Emotional Business"


Ravi Rao

Top 20 Emotional Intelligence Expert
Author of "Emotional Business"


Mohamed Saleh

Former Lean Director, Hartford Healthcare; Principal
Vizibility LLC


Donna Handley

President of our East Region (Backus and Windham Hospital), Senior Vice President
Hartford Healthcare

9:50 am - 11:10 am B9: Big ideas without big risk: Scaling innovation with disruptive thinking
Susan Reed - Founder and Chief Executive Officer, EdgeDweller
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

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
Monica Stitt - Former Director Strategy, Planning and Program Operations, Amway
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 this 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

11:10 am - 11:40 am Networking Break

Workshop C1- C10 (Choose 1 to attend)

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
Procter & Gamble

11:40 am - 1:00 pm C2: Transforming business DNA through AI to drive growth
Beth Bourg - Senior Product Marketing Manager, FortressIQ
  • 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


Beth Bourg

Senior Product Marketing Manager

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
Vic Nanda - Head, Quality Capabilities & Consulting, Nokia
·         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 

Vic Nanda

Head, Quality Capabilities & Consulting

11:40 am - 1:00 pm C4: Leverage systems thinking to align strategy to OPEX transformation
Peter Evans - Global Continuous Improvement Director, LEGO
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

11:40 am - 1:00 pm C5: Agile transformation: How not to fail at scale
Kishore Kandru - Enterprise Business Architecture, CSAA Insurance Group
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
CSAA Insurance Group

11:40 am - 1:00 pm C6: Embracing Digital Transformation: customer obsession, agile mind-set and impact-driven technology deployment
Jose Teixeira - Director of Process Management and Center of Excellence, Ericsson
Dillon Mahipala - Leader, Quality & Process Excellence, Ericsson
We hear a lot about Digital transformation from different perspectives, but many companies understand that`s focused on a new tool or automation. However, real transformations have different pillars and requires a balance over them for a successful implementation:
-          Customer Obsession and Agile mindset as basic enablers;
-          Technologies and how to use them – from buzzword to real impact – RPA, ML, AI, Data mining
-          People – managing behavior, competence and culture in a continuous changing environment.
- Knowing what your strengths and areas for improvement are in your transformation path
- How to balance the pillars towards a successful Digital transformation


Jose Teixeira

Director of Process Management and Center of Excellence


Dillon Mahipala

Leader, Quality & Process Excellence

11:40 am - 1:00 pm C7: Introducing research proven metaphors and neuro-linguistic methods to manage change
Mary Sanders Ph.D. - Visiting Professor, DeVry University
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
DeVry University

11:40 am - 1:00 pm C9: Make people become windmills in your organization: Four foundational leadership skills and three innovative techniques
Anne Ponton - Head of Operations Project Team, Société Générale
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
Société Générale

11:40 am - 1:00 pm C10: Develop a culture of human-centred innovation by incorporating design thinking into your continuous improvement culture
David Marlow - Director of Transformation & Innovation, Northwestern Mutual
·         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
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


David Hadd

Senior Vice President Corporate Continuous Improvement
Webster Bank

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
Author of A Higher Standard

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


Sheila Montney

Assistant Vice President
State Farm