Conference Day 1 - 08/27/2019

7:30 am - 8:00 am Registration and Welcome Refreshments

8:00 am - 8:10 am Chair's welcome address

8:10 am - 8:35 am Keynote: Lead to inspire change: Owning the traits of transformational leadership

Travis Hahler - Americas Change and Culture Lead, Google

-         Become an authentic visionary leader that inspires a workforce to achieve OPEX greatness

-         What sets transformational leaders apart from transactional leaders?

-         How transformational leadership transcends departments, functions and organizational siloes to drive change across the enterprise 


Travis Hahler

Americas Change and Culture Lead

8:35 am - 9:00 am Panel Discussion - Pushing the limits of agility: Navigating disruptive times with OPEX

This year, we have been at the forefront of unprecedented change to global business. On the world stage, business environments and internal architectures have been pushed in a radical new direction.

With strict procedures in place to suspend travel, divide workforces, prohibit interaction and change the very DNA of business.

This panel brings together OPEX leaders: the masters of navigating business change, to discuss their emergency short-term, and long-term sustainable strategies to adapt, overcome and improvise in the wake of business crisis. We invite you to learn of the extraordinary measures put in place this year to limit disruption to business, meet exceptional demands, serve communities for the greater good, and maintain the physical, mental and financial wellbeing of global workforces. 

9:00 am - 9:35 am Speed Networking

9:35 am - 10:00 am Keynote: Aligning data management and analytics with business agility

Amonique Brown - Chief of Staff, Yahoo

-         Using data for real-time insight into operational efficiencies for improved decision making

-         Using predictive analytics to foresee troubles and position the company to prepare and respond accordingly

How to leverage big data to make impactful operational adjustments 


Amonique Brown

Chief of Staff

9:10 am - 9:35 am Keynote: Innovation evolution: Transition from core to transformational innovation through culture adaptation

-         Nurture an organizational culture that is adaptable for scaling and accelerating innovation

-         Understand how to restructure an organization to support pockets of sustainable, low-risk innovation with maximum returns

-         Moving from core, to adjacent, to transformational innovation with legacy enterprise architecture  

10:00 am - 10:35 am Morning Refreshments & Speaker Surgery

Enjoy a coffee and morning snacks with a side of lively OPEX conversation with your peers.  

Our wonderful keynote and plenary speakers will be available for exclusive one-to-one sessions! Our elite speakers-turned-agony aunts will be available to troubleshoot your business challenges and answer all of your specific OPEX questions. Availability for places are limited, so sign-up early to secure your slot!

10:35 am - 11:00 am Keynote: Accelerate your OPEX strategy through the organization utilizing agile as a connecting tool

Michael Levine - Senior Vice President, Retail Banking Technology Group, U.S. Bank

When used correctly, agile is an incredible agent for change. This session will take a deep-dive into using agile to fuse improvement across the organization.

-         Understand how Agile can act as the connecting point between strategy, technology, people and processes

-         Learn how to blend traditional Lean, Six Sigma and Agile methodologies to compliment your business objectives and goals


Michael Levine

Senior Vice President, Retail Banking Technology Group
U.S. Bank

11:00 am - 11:20 am Keynote:Maintaining momentum: How to continuously raise OPEX standards and sustain success

-         Learn how to continue driving forward and extract value when your OPEX program reaches its goals

-         Use innovation tools and strategies to imagine new ways of working

-         Transition from project based wins to sustainable long-term continuous transformation 

11:20 am - 11:45 am Keynote: The new age of leadership: Balance, diversity and women in OPEX

Padmini Nidulomu - Enterprise Lean Agile Coach, Fannie Mae

Co-Founder of LeanInAgile - a global movement for women in Lean & Agile communities - TEDx speaker, mentor and trainer Padmini Nidumolu joins us to share her diversity expertise.

-         How to build a balanced, impactful OPEX team or executive board

-         Identify where a lack of confidence is overshadowing competence in minorities

-         Building foundations for empowering minorities to achieve greatness 


Padmini Nidulomu

Enterprise Lean Agile Coach
Fannie Mae

11:45 am - 12:15 pm Panel Discussion - Building a toolbox of technologies in OPEX: How does each piece of the puzzle fit together?

Chris DeBrusk - Managing Director, Head of Transformation, BNY Mellon

OPEX leaders are inundated with a plethora of technologies, platforms, software to drive transformation. This session will help you to navigate the digital landscape and select the right suite of tools to drive your business strategy.

-         What your organization is trying to create, and how digital tools support that change

-         Understand the skills development and cultural alignment required for OPEX leaders

-         How to select tools that are compatible your OPEX program requirements 


Chris DeBrusk

Managing Director, Head of Transformation
BNY Mellon

12:15 pm - 1:15 pm Lunch

Enjoy a scrumptious lunch over lively OPEX conversation with your peers. 

Themed tracks – select three expertly tailored sessions, and rotate in 25 minute intervals. We recommend attending as a group of three colleagues to ensure you’re not missing out on any sessions or topics! 

Track Sessions

Track A: Senior-Suite Retreat

1:15 pm - 1:45 pm Panel discussion: Aligning OPEX with strategic objectives

-       Ensuring OPEX gains momentum, funding, and support from the boardroom to the front line

-         Using OPEX as a vehicle for achieving organizational goals – from market share, to growth, to quality

-         Developing, communicating and executing your strategy

Track A: Senior-Suite Retreat

1:45 pm - 2:10 pm Integrating transformation tools to deliver breakthrough performance in business transformation

It is time to think big with transformation. Learn how to drive breakthrough performance with killer business strategy at the core, and integrate tools to push your value further than ever.


-         Understand how one transformation visionary has integrated OPEX tools

-         Learn how to build an operating model combining Lean, Agile and RPA for maximized impact

-         Discuss the gains in efficiency and performance seen across the organization

Track A: Senior-Suite Retreat

2:10 pm - 2:30 pm Transform the enterprise with machine learning, AI and intelligent automation solutions

-         Understand which digital tools complement and accelerate your strategic objectives

-         Discuss the OPEX building blocks required to take your automation projects enterprise-wide

Track B: Business Culture Clinic

1:15 pm - 1:45 pm Strategically sell transformation: The secret recipe to engaging your organization on the ‘why’ behind transformation

Yosi Kossowsky - People and Business Transformation Lead, Cisco

-       Learn how to bring your workforce along for the ride, before putting plans into action

-         Why failing to get buy-in on the purpose of transformation can cause companies to struggle moving forward from decade old principals

-         The fundamentals of core organizational change management and how the purpose behind execution curbs resistance


Yosi Kossowsky

People and Business Transformation Lead

Track B: Business Culture Clinic

1:45 pm - 2:10 pm Getting change management at base with the speed of agile

Shruti Kakar - Change Management Lead GFTS - Governance & Data Analytics, Citi Bank

-         Effective, fluid and rapid change management in a company continuously evolving

-         How to fully integrate change management and agile, and scale learning quickly

Understand the internal customer experience and develop capabilities at base with the customer 


Shruti Kakar

Change Management Lead GFTS - Governance & Data Analytics
Citi Bank

Track B: Business Culture Clinic

2:10 pm - 2:30 pm Deliver true culture transformation from the boardroom to the front-line through OPEX strategy

Shruti Kakar - Change Management Lead GFTS - Governance & Data Analytics, Citi Bank

-         How to create a vision that will capture behavior changes with every group in the organization

-         Understand culture transformation and coaching methods to align employees priorities with customer experience

-         Balance end-to-end journey improvement with cost and efficiency focus


Shruti Kakar

Change Management Lead GFTS - Governance & Data Analytics
Citi Bank

Track C: Digital OPEX

1:15 pm - 1:45 pm Quantify the true ROI of RPA to transform end-to-end process efficiency

Abhinav Suri - Head of Process Excellence, TD Bank

-         Understand whether specific RPA tools will automate an end-to-end process or just a few steps

-         Recognize where RPA is the optimal fit for process improvement and where other technologies and tools fit better

-         Identify the optimal candidates for process automation


Abhinav Suri

Head of Process Excellence
TD Bank

Track C: Digital OPEX

1:45 pm - 2:10 pm The Lean and Agile approach to digital transformation to accelerate OPEX results

Rajesh Iyer - Lead Solutions Architect, American Express

-         Understand how to keep Lean and Agile at the center of technology change to align digital efforts with OPEX objectives

-         Discuss how agile digital transformation speeds up time to market and increases product delivery 

Assess the radical performance improvement results from an integrated methodology-technology hybrid approach  


Rajesh Iyer

Lead Solutions Architect
American Express

Track C: Digital OPEX

2:10 pm - 2:30 pm Transition to the cloud and align OPEX with system management

Rajesh Iyer - Lead Solutions Architect, American Express

-         Remove the management on platforms, managed services, software and databases and re-route people skills

-         Discuss the controls, data encryption and other security measures necessary to take care of data at each layer of the application


Rajesh Iyer

Lead Solutions Architect
American Express

Track D: Process Transformation

1:15 pm - 1:45 pm Challenge traditional ways of working in an unconventional environment through culture, process and tech

-         Moving from CapEx to OPEX in an environment that is not accustomed to organizational change

-         How to provide customer excellence in a non-experiential industry

-         Providing efficiencies and cost-reduction through an integrated approach to transformation

Track D: Process Transformation

1:45 pm - 2:10 pm Lead from any seat: Making Continuous Improvement integral and empowering people to take the reins

We are proud to welcome Continuous Improvement & Lean expert, and author of ‘Lead from Any Seat’ to join us for this inspiring session. 


-         How to coach a workforce to step-up, initiate change and deliver OPEX impact  

Easy steps to inspire your workforce to take the lead with lean

Track D: Process Transformation

2:10 pm - 2:30 pm Powering-up BPM: Taking process transformation to the next level

-         Ensure your business processes are serving your organization, the workforce and the customer in the most integrated and efficient manner possible 

-         Using automated BPM in novel ways to give business process management a new lease of life 

2:30 pm - 3:00 pm Afternoon Refreshments

Enjoy a coffee and afternoon snacks with a side of lively OPEX conversation with your peers.



3:00 pm - 4:55 pm Customer excellence for a new world of expectations, values and priorities

How companies quickly materialized the systems and processes to provide essential services for customers physical, mental or financial welfare

Strategies for differentiating offerings and uncovering novel ways to serve customers 


3:00 pm - 4:55 pm How to innovate strategy in times of turmoil

How organizations can turn a business disaster into an opportunity to innovate business strategy and ways of working

How to better plan and manage crisis management and business disaster response 


3:00 pm - 4:55 pm Scaling OPEX: Transition from pockets of improvement to enterprise-wide transformation
Hollimarie Motijo - Global Performance, Alstom

-         Strategies and methods to limit siloes, integrate and scale-up small pockets of improvements to holistic transformation

-         Understanding the root-cause of resistance to change and barriers to progression, and how to remove them


Hollimarie Motijo

Global Performance



3:00 pm - 4:55 pm Upskilling the workforce to deliver excellence impact

How to identify the technical or soft skills that are lacking in the workforce to take OPEX to the next level

Strategies, methodologies and tools that can be easily deployed to form a well-rounded OPEX skillset 


3:00 pm - 4:55 pm The digital doomsday: What does the future hold for people in OPEX?
Robert Wong - Assistant Vice President, Continuous Improvement Change Leader, Voya Financial

-       The importance of re-skilling and ensuring business transformation has the right impact on the workforce

-         Developing strategies to keep the pace of digital transformation


Robert Wong

Assistant Vice President, Continuous Improvement Change Leader
Voya Financial


3:00 pm - 3:55 pm From good to great: Becoming a transformational leader in OPEX

Discussing the best resources, leadership styles and management methods for developing leadership competencies

How to become a true transformational leader who can create a vision and lead any group to achieve groundbreaking change



3:00 pm - 4:55 pm Agile, waterfall or hybrid? – Understanding what’s best for the organization

Discussing the deciding factors in the organization, including your customer relationship, team structure and culture,  budget and resources

Analyzing which methodology your organization lends better to, or whether you can create a non-traditional hybrid approach 


3:00 pm - 3:55 pm Continuous Improvement in an digital environment

How you can apply continuous improvement in an evolving and unpredictable environment without standardized processes

Understanding Continuous Improvement governance when the ownership of product and service development is changing 


3:00 pm - 4:55 pm Optimize the full value stream and get process improvement to speak a common language
Nadeem Saeed - Corporate Vice President, Risk Management and Quality Excellence, Verizon

-         The process behind re-architecting operations, looking through the customer lens, and re-thinking how your company can perform as an industry benchmark

-         Utilizing automated systems as a tool for getting process improvement to speak one language


Nadeem Saeed

Corporate Vice President, Risk Management and Quality Excellence



3:00 pm - 4:55 pm Leveraging data analytics for OPEX

Understand how data can be used to understand what has happened, why it has happened, what is likely to happen, and how we can improve processes for the better

The best digital tools for capturing, conditioning and analyzing granular data for OPEX decision making  


3:00 pm - 4:55 pm Taking BPM to the next level

Ensure your business processes are serving your organization, the workforce and the customer in the most integrated and efficient manner possible 

Using automated BPM in novel ways to give business process management a new lease of life  


3:00 pm - 4:55 pm Process improvement from inception to execution using RPA
Ryan Davis - Director of Process Improvement, Arvest Bank

-         How to select, clean and troubleshoot processes to realize the greatest RPA efficiency gains

-         Develop contingency strategies for downtime on a process and discuss potential compatibility issues when integrating RPA with other technologies


Ryan Davis

Director of Process Improvement
Arvest Bank

4:55 pm - 5:20 pm Keynote: Humanizing digital in your OPEX strategy: Re-engineer the relationship between science and emotion

Joshua Beaudry - President & Automation Director, LPSTK

This session will take you on a journey. From professional skateboarding, to 22 years with Bank of America, to RPA design, to communities in Puerto Rico. Hear one leader’s incredible story of passion for doing more with process engineering.

Leverage design-thinking and automation ethics to transition away from an increasingly cold and disconnected digital ecosystem  



Joshua Beaudry

President & Automation Director

Before TrackVia, Kaplan Professional’s Value Stream Team was using manual processes consisting of phone calls, emails, and three systems (Jira, Google Sheets, and Workzone) to manage their educational material development and production lifecycle. In this session, you’ll learn how using TrackVia enabled Kaplan Professional to implement a custom, comprehensive product development application to modernize their production workflow, reduce their costs significantly and streamline processes.

5:20 pm - 5:30 pm Chair’s Closing Remarks

5:30 pm - 7:30 pm Drinks Reception

A well-earned post-conference drink or two is always welcome. But do you know what’s even more welcome than that? A well-earned post-conference drink or two in paradise. Our 2020 drinks reception will be held under the palm trees, overlooking the ocean, and in the California sunshine.