August 26 - 29, 2019 | San Diego

Conference Day 2 - 08/28/2019

8:00 am - 8:30 am Get your morning coffee and refreshments to help you start the day!

8:30 am - 8:40 am Chair's Welcome Address

8:40 am - 9:05 am Keynote: Avoid misdirection and overcome challenges of finding the next opportunity for your business transformation

  • Create an efficient and sustainable model to prioritize transformation efforts enterprise-wide
  • Have full visibility into the scope/breadth of your development roadmap; see it through to the end and beyond
  • Understand why and how teams can fail, and the importance of keeping people motivated.

9:05 am - 9:30 am Keynote: Impacting tomorrow’s workforce: Gen Z will transform your organization

It’s simply not responsible for the modern organization to overlook Gen Z. By 2020, just a year from now, roughly 20% of the workforce will be made up of Gen Z. While millennials forged a path for the adaptation of technology, Gen Z grew up alongside technology. Millennials worked with organizations to adopt new technologies, test and learn systems and introduce digital ways of working. Gen Z, on the other hand, expects organizations to have this all figured out. They expect technologies that will motivate them, recognize their achievements and allow them to do their jobs seamlessly.
They don’t know a time when information wasn’t readily at their fingertips. This changes how they work, what they value in an organization and how they imagine their careers.
This session will explore how:.
  • Businesses can better empower and enable Gen Z to drive overall business improvement and growth
  • Encourage innovative approaches to problems, and challenge the organization to act more accountable
  • Bring new challenges and opportunities to the workforce through Gen Z’s entrepreneurial spirit.
William Begeny, Senior Vice President, Digital Transformation at Edelman

William Begeny

Senior Vice President, Digital Transformation

9:30 am - 10:00 am Keynote Panel: Operational intelligence in the digital age: what it takes to ensure a sustainable OPEX program

  • The importance of aligning cross-company initiatives to form a cohesive approach
  • Discover the nuances of prescriptive and preventative strategies
  • Establish clear consistent strategies for tech-enabled OPEX to ensure sustained improvements.

Maddy Ambery

Director, Lean Enterprises
Dun & Bradstreet

Franklin Davis, Principal Operational Excellence Leader at Genentech

Franklin Davis

Principal Operational Excellence Leader

Mark Hindelang, Global Program Manager - Operational Excellence at Uber

Mark Hindelang

Global Program Manager - Operational Excellence

10:00 am - 10:30 am Applying Emotional Neuroscience to Achieve Process Excellence

You cannot achieve process excellence without emotional excellence. In this interactive 30-minute exercise, conference attendees will be led through an interactive experience to understand how mindsets and emotional barriers interfere with achieving transformation.

Ravi Rao

Former Strategy Director

10:30 am - 10:55 am Grab a top up on your coffee

Track D: Leading Transformation

10:55 am - 11:25 am Avoid collapsing your supply chain during transformation through agile methodologies
  • Drive data migration to boost a sustainable transformation in an increasingly fast paced environment
  • Keeping up with the speed of change by combining lean, automation and design thinking for exponential improvement
  • Mitigate risk through agile driven digital transformation
Cora Creed, Vice President, Strategic Program Office at Universal Music Group

Cora Creed

Vice President, Strategic Program Office
Universal Music Group

Track D: Leading Transformation

11:25 am - 11:30 am 5 minute change over

Track D: Leading Transformation

11:30 am - 12:00 pm Adapt your operating model to support a lateral deployment of your processes
  • An evaluation of the 7 key systems, starting from strategy to daily management
  • Enable agility and speed through a foundation of best practice integration
  • How to encourage a best improvement culture through process improvement and problem solving

Sriram Govindarajulu

Director, Continuous Improvement
Intermountain Healthcare

Track D: Leading Transformation

12:00 pm - 12:05 pm 5 minute change over

Track D: Leading Transformation

12:05 pm - 12:35 pm Stay innovative by diversifying your business model with design thinking
  • Digitally transforming your architecture to generate growth
  • Integrating enterprise ethos to your digital strategy
  • Creating digital solutions to improve mobility
Diane Magers, CEO at Customer Experience Professionals Association (CXPA)

Diane Magers

Customer Experience Professionals Association (CXPA)

Track E: Employee Empowerment to Deliver OPEX

10:55 am - 11:25 am Utilize traditional methodologies to drive empowerment and strategic objectives within your organization
Yamir Lopez, Director, Operational Excellence, Strategic Planning & PMO at Novartis

Yamir Lopez

Director, Operational Excellence, Strategic Planning & PMO

Track E: Employee Empowerment to Deliver OPEX

11:25 am - 11:30 am 5 minute change over

Track E: Employee Empowerment to Deliver OPEX

11:30 am - 12:00 pm Overcoming stagnancy: How “best practices” can hinder employee innovation
  • Identify the limitations of structuring “best practices” to potential improvement
  • Understand the effect on prospective growth and innovation
  • Achieve a balance between corporate foundations, and operational excellence in order to achieve new areas of development
  • Dichotomy of preserving some best practices and bringing change
  • Innovation game to engage your employees to drive change
Therese Steiner, Director, Operational Effectiveness at Lexis Nexis

Therese Steiner

Director, Operational Effectiveness
Lexis Nexis

Track E: Employee Empowerment to Deliver OPEX

12:00 pm - 12:05 pm 5 minute change over

Track E: Employee Empowerment to Deliver OPEX

12:05 pm - 12:35 pm Getting the People Right for BPM
In order for BPM programs to be effective, it requires a wide range of roles and capabilities. This session explores how to:
  • Plan for a BPM organization
  • Connect and engage BPM talent - establish a framework to obtain and retain talent
  • Apply concepts drive change through BPM
  • Establish the right metrics to assess performance
Matthew Morgan, Chief Operating Officer, Executive Vice President at Savills Studley

Matthew Morgan

Chief Operating Officer, Executive Vice President
Savills Studley

Track F: Leadership and Culture In Transforming Your Business

10:55 am - 11:25 am How to ensure your organization’s readiness for transformation by building a solid cultural foundation
  • Lessons learned in aligning a legacy culture with your transformation initiatives
  • Gain associate engagement through integrated organizational alignment
  • Understand the importance of governance to empower decision-making
  • Assist integration with an agile mind-set culture for continuous improvement
Ewerton Pavan, Head of Nestle Continuous Excellence at Nestle Waters

Ewerton Pavan

Head of Nestle Continuous Excellence
Nestle Waters

Steve Waszak, Vice President, Operational Excellence at Greene Group Industries

Steve Waszak

Vice President, Operational Excellence
Greene Group Industries

Track F: Leadership and Culture In Transforming Your Business

11:25 am - 11:30 am 5 minute change over

Track F: Leadership and Culture In Transforming Your Business

11:30 am - 12:00 pm From adopting new ways of thinking to institutionalizing new ways of working
  • Managing constraints to drive innovation & creativity
  • Implementing an inclusive management system that incorporates continuous improvement
  • Motivating colleagues and increasing associate engagement by invoking esprit de corps
  • Making senior leadership visible and accountable
Jason Chase, Head of Lean Management at T. Rowe Price

Jason Chase

Head of Lean Management
T. Rowe Price

Track F: Leadership and Culture In Transforming Your Business

12:00 pm - 12:05 pm 5 minute change over

Track F: Leadership and Culture In Transforming Your Business

12:05 pm - 12:35 pm Drive sustainable change in your organization by leveraging learning and development
  • Demonstrate ROI – measure performance in alignment with business goals
  • Shape a problem solving culture to avoid transformation setbacks
  • Create a balance between the structured strategies needed to transform a large business and the agility needed for a rapidly transforming digital world
Jennifer Hurst, Global Performance Excellence Leader at Nielsen

Jennifer Hurst

Global Performance Excellence Leader

12:35 pm - 1:35 pm Lunch & Networking

Lunch & networking for all attendees. Join us for lunch in the exhibition hall and partake in competitions, games and fun – a chance to win great prizes!



1:35 pm - 2:20 pm Achieve end-to-end global supply chain excellence by combining lean and innovation
  • Define and action end-to-end process transformation
  • Embed process innovation and design thinking in lean transformation approach
  • Evaluate and implement automation to enhance process capabilities


1:35 pm - 2:20 pm Establish the groundwork for your digitalization program
  • Avoid change fatigue by managing the myriad of different technologies and methodologies
  • Understand best practices and gather lessons learned
  • Allocation of resources, and prioritization


1:35 pm - 2:20 pm Business Intelligence and process automation accelerating business transformation
  • Develop a Business Intelligence strategy for your transformation
  • Adopt a data first mindset for better decision making
  • How intelligent analytics and RPA work hand in hand to deliver business results



1:35 pm - 2:20 pm Leverage the DNA of the organization to drive collaboration between operations and IT
  • Get operations and IT to think differently about their partnership through common ground
  • Understand the roles of governance with respect to process improvement and automation
  • Establish a framework for collaboration to enable successful implementation

Nish Gupta

Chief Information Officer
Elkay Plastics


1:35 pm - 2:20 pm Explore change management approaches to embrace a digital future
  • Identify process of implementation - transitioning from a heavier to a lighter footprint
  • Explore incentives to get users on board, across different generations
  • How to maintain sustainable adoption and integration


1:35 pm - 2:20 pm Building distinctive capabilities: Bridging the gap between strategy and implementation
  • Understand which capabilities are strategic for an effective implementation
  • Establish new ways of thinking to enable distinctive positioning in capability building
  • Push your business to new levels of performance through integrative exercise
Laurie Brooks, IT Business Process Architecture, Sr. Principal at Kellogg Company

Laurie Brooks

IT Business Process Architecture, Sr. Principal
Kellogg Company



1:35 pm - 2:20 pm Enhance your OPEX strategy development through enterprise strategic alignment
  • Trying to stay focused on the vital few, prioritizing
  • Improving value added processes to remain financially viable
  • Aligning enterprise objectives to move forward in the digital age by focusing on customer centricity
Jean Hammelev, Vice President, Operational Excellence at Sonora Quest Laboratories

Jean Hammelev

Vice President, Operational Excellence
Sonora Quest Laboratories


1:35 pm - 2:20 pm Develop an evolutionary operational excellence strategy to avoid stagnant growth
  • Develop your journey map: understanding the evolution of the value chain
  • How to model networks for continuous improvement
  • Where to go when the value chain has exploded beyond the organization


1:35 pm - 2:20 pm Overcome the challenges of establishing an agile framework in a legacy company
  • Address the pain points and frustrations when evolving old methodologies
  • Lessons learned from driving interoperability of old and new processes
  • Be able to prepare a legacy culture for an agile business model
Kristine Jarema, Director, Global Project Excellence at Colorcon

Kristine Jarema

Director, Global Project Excellence


1:35 pm - 2:20 pm Implementing and managing an RPA program for maximum impact
Developing an RPA strategy: The key components (e.g. scope, scale, ROI potential, etc.) Implementing an RPA program: Vendor selection, internal structure & roles, change management, etc. Managing an RPA program for maximum benefits: Governance structure and documentation,quantifying impacts, etc. 
Michael Meyer, Vice President, Customer Experience and Operational Excellence at Greater New York Insurance Companies

Michael Meyer

Vice President, Customer Experience and Operational Excellence
Greater New York Insurance Companies

2:20 pm - 2:50 pm Afternoon Break

2:50 pm - 3:20 pm Three habits that make innovation inevitable

We all strive for Innovation – but it isn’t a one-off event and it doesn’t happen in isolation. PEX Editor Ian Hawkins, who has worked with some of the most innovative companies in the world, says that we shouldn’t think of “innovation” as something people do but something that cultures are. In this presentation, Ian brings in history and up-to-the-minute research to support his insights into what organizations and people can actually do to ensure that innovation is not just possible …but inevitable.
In this speech you will learn:
·         What a habit really is, how it can be made - and broken
·         Three factors that lead to innovation
·         Why habits lead to inevitable outcomes
Ian Hawkins, Editor at PEX Network

Ian Hawkins

PEX Network

3:20 pm - 3:50 pm Keynote Panel: The future state of tech, people and processes

In this plenary panel discussion, our industry thought leaders gather to finalize OPEX Summer’s agenda and provide us with some food for thought on the changing landscape of how we do business, and what that might mean for future operations.
  • Future of people: change the way you change
  • Future of business processes: Develop end-to-end process-led and agile organizations
  • Future of technology: reality vs. fairy-tale
  • Is there an end game for business transformation
Matthew Morgan, Chief Operating Officer, Executive Vice President at Savills Studley

Matthew Morgan

Chief Operating Officer, Executive Vice President
Savills Studley

3:50 pm - 4:00 pm Chairperson's Closing Speech

4:00 pm - 4:00 pm End of Operational Excellence Leaders 2019!