Rush Fozo

Senior Vice President, Investment Operations Outsourcing Northern Trust

Rush Fozo is the Director of Operational Excellence for Investment Operations Outsourcing and a Senior Vice President at Northern Trust. Rush is responsible for the development and deployment of a global process excellence program to improve the client experience, employee engagement and operational efficiency through the utilization of process innovation, data analytics and automation. Prior to joining Northern Trust, Rush held various leadership roles at J.P. Morgan Chase and KeyBank. His focus was delivering top and bottom line results through process innovation and the deployment of technology solutions. Rush holds a Bachelor’s degree from Purdue University and a Master in Business Administration from DePaul University’s Kellstadt Graduate School of Business.

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

8:20 AM A1: Leveraging OKR (Objectives and Key Results) to Drive Alignment and Accelerate Transformation

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

Check out the incredible speaker line-up to see who will be joining Rush.

Download The Latest Agenda