Exchange Day One - March 26th

7:45 am - 8:30 am EVENT REGISTRATION AND BREAKFAST

8:30 am - 8:40 am EXCHANGE WELCOME AND CHAIRPERSON’S OPENING REMARKS

Antionette Bostic - Business Transformation Leader, Founder and CEO, Tonality Inc.
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Antionette Bostic

Business Transformation Leader, Founder and CEO
Tonality Inc.

8:45 am - 9:15 am OPENING KEYNOTE: From Budget-Breaker To Money-Maker: Prioritizing Long-Term Goals To Make Transformation About Revenue Generation

Shawn Draper - Chief Transformation Officer, USIC

It might be assumed that all transformation begins from “ground zero”. But the

question has to be asked, is the organisation in need of a shovel, aka. cost-cutting,

or a ladder that reaches to the next level of revenue generation? In today’s uncertain

economic climate, it can be tricky to put oneself out there, reach for the ladder and

start spending money under the watchful eyes of the CFO. The time has come to step

out of our comfort zones; let’s take control over whether organizations simply save

through efficiency - or grow along with it.

• Creating a clear North Star vision and strategy with clear KPIs and OKRs

• Not simply investing, but fairly investing in new technologies to guarantee long-term

functioning and working partnerships

• Overcoming external pressures through a clear distinction between short and long- term goals

• Translating ROI to generate growth

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Shawn Draper

Chief Transformation Officer
USIC

9:15 am - 9:45 am PLENARY PRESENTATION: Asking The Right Questions: Effectively Challenging Gen AI To Strengthen Its Business Case

The definitive buzzwords of the past year and a half, there are certainly benefits to

be found by implementing GenAI across a range of functions. With pressure for its

implementation coming from left, right and centre, it has arguably never been more

important to make sure that the right questions are asked before deciding to get the

wheels in motion for implementation. From reviewing the costs, to reimagining the

status quo of working, to truly assessing the potential benefits, this session will provide

insights and advice on how to ensure that there is a clear plan for overseeing GenAI

implementation with clear measures of success.

• Driving accountability by clarifying where the responsibility for AI governance sits

• Reviewing the benefits, costs and cost savings by building an effective roadmap outlining the efforts required to incentivize the aspired speed and innovation

• Communicating effectively with a range of relevant stakeholders by telling a story focusing on strategic change management to safeguard employees and customers

as well as the organization

9:45 am - 10:05 am NETWORKING BINGO!


Time to get up on our feet and meet the people in the room! Find the 5 numbers you have been assigned and anyone who meets all 5 has the chance to win a prize.

10:10 am - 10:40 am ONE-TO-ONE BUSINESS MEETINGS

10:45 am - 11:15 am ONE-TO-ONE BUSINESS MEETINGS

10:10 am - 10:40 am PEER-TO-PEER NETWORKING

10:45 am - 11:15 am THINK TANK: Ok, OKRs: It’s Time To Bring Top Priorities To The Surface In A Sea Of Initiatives
Meghan Simonson - Director, Transformation Management Office, Kroger


With thousands of projects that all seek time, resource, and budget allocation, it

can be difficult to determine what the top investment priorities should be, and

what should come first on the great big ladder of prioritization. With internal

champions all fighting for their respective projects to take precedent, OKRs have

the ability to distinguish the value of one project from another, and to challenging

the team to think beyond financial metrics to truly assess what becomes a

priority, but additionally what the outcome of business-wide success will look like.

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Meghan Simonson

Director, Transformation Management Office
Kroger

11:20 am - 11:50 am KEYNOTE PRESENTATION: Wild Wild West Or Aligned Organization? Advancing Agile Through New Technologies And Inclusive Strategies

Laureen Knudsen - Chief Transformation Officer, Broadcom

In the past 2 decades, organizations have evolved and technologies have become

both increasingly complex and vastly accessible. The time has come to explore what

we should really be getting out of agile frameworks and methodologies today within

our organizations. From making all teams agile, not just tech teams, to not hindering

productivity and advancement by operating in silos and leaving certain department

or teams behind, this session explores how to ensure that business advancements are

not like the Wild West – uncontrolled and unregulated – but purposefully for everyone.

• Exploring how the agile methodology has evolved since the 2000s and how advancements in automation, AI and quantum computing are leading the way today

• Measuring the effectiveness of agile to prove its worth and manage expectations

• Moving at required speeds by enabling the pivoting of business objectives and responding quickly to potential failures


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Laureen Knudsen

Chief Transformation Officer
Broadcom

11:50 am - 12:20 pm PLENARY PRESENTATION: Driving Innovation Through Partnerships: Making Collaboration The Key To Successful Enterprise Transformation

At a time of precedented change and where businesses must continuously evolve to

stay relevant, it can be tricky to always be one step ahead of the game and ensure

constant commercialization.

Success has been found for enterprises who have partnered with start-ups, enabling

a proof of concept to be tested bi-weekly and resulting in technological innovations

and an incredible culture of continuous improvement. Don’t miss this keynote where

we explore how internal change sometimes lies beyond our own four walls, and how

to effectively integrate and work with new companies and technologies to leave

legacy behind.

• Exploring the best practices for selecting and implementing new technologies

• Measuring the benefits of partnerships to drive behavioral change alongside

technological

• Understanding how to minimize risk as new start-ups are onboarded, and to optimize their implementation

12:25 pm - 12:55 pm ONE-TO-ONE BUSINESS MEETINGS

12:25 pm - 12:55 pm PEER-TO-PEER NETWORKING

12:25 pm - 12:55 pm THINK TANK: Determining The Fastest Way To Kill A Transformation Officer


Is there actually a long-term need for a business transformation leader,

or should the role really be about enabling large-scale change to happen

effectively within an organization, before leaving it to its own devices? After

all, if a manager had to micromanage every little step of their employee’s

day, they would not be considered an effective manager, so why should a

Transformation Leader be effective in their role once their “time” is up? Let’s

play the Devil’s Advocate for a moment as we determine whether the Chief

Transformation role should be temporary, or if we need to reinvent the role to

save ourselves!

12:55 pm - 1:55 pm NETWORKING LUNCH

2:00 pm - 2:30 pm ONE-TO-ONE BUSINESS MEETINGS

2:00 pm - 2:30 pm PEER-TO-PEER NETWORKING

THINK TANK: 12 Months Of Automation: Improving Processes Through Peer-to- Peer Inspiration

2:00 pm - 2:30 pm THINK TANK: 12 Months Of Automation: Improving Processes Through Peer-to- Peer Inspiration

2:30 pm - 3:15 pm PANEL DISCUSSION: Clash Of Cultures: Empowering People Through Times Of Change With Experiential Differentiators

Wendy Sherrock - Transformation Consultant, DirecTV
David Delfino - Senior Vice President of Transformation, Caremax
Aaron Monroe - Global Head of Enterprise Agility, VISA

Resistance to change is everywhere, and as enterprises advance through new tool

adoptions and evolving processes, it is easier said than done to successfully motivate

employees to change their ways of working. The question has to be asked around

what makes the human tick today. What will make them accept a change, and is it

internal influences or something beyond the walls of the organization? Don’t miss this

exciting discussion on how Netflix can influence change, just as much as a CEO.

• Reaching thousands of employees with the right information by creating champions from within to lead the way and promote new processes and technologies

• Linking change to the success found within companies such as Amazon and understanding how employees live their lives and connect their home habits with work habits

• Tapping into CX to drive EX

• Assessing how change management must differ for different teams, and how to achieve this when the solution may be the same

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Wendy Sherrock

Transformation Consultant
DirecTV

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David Delfino

Senior Vice President of Transformation
Caremax

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Aaron Monroe

Global Head of Enterprise Agility
VISA

3:15 pm - 3:45 pm KEYNOTE PRESENTATION: Incentivizing And Incubating Experimentation Across Complex Systems To Drive Greater Innovation

Rachel Stephenson - Chief Transformation Officer, The City University of New York

The City University of New York is in the midst of an exciting period of transformation.

From creating opportunities for co-creation and collaboration, to changing internal

language to be more data driven, don’t miss this important exploration of how to

accelerate innovation across a range of departments and systems, whilst providing

proof of success along the way.

• Setting up an Office of Transformation to align top organizational priorities and enable the bandwidth necessary to incentivize innovation

• Working within a roadmap to achieve cross-departmental collaboration and measuring its success through KPIs

• Re-imagining the status quo to achieve cultural transformation

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Rachel Stephenson

Chief Transformation Officer
The City University of New York

3:50 pm - 4:20 pm ONE-TO-ONE BUSINESS MEETINGS

3:50 pm - 4:20 pm PEER-TO-PEER NETWORKING

4:25 pm - 4:55 pm ONE-TO-ONE BUSINESS MEETINGS

4:25 pm - 4:55 pm PEER-TO-PEER NETWORKING

4:25 pm - 5:25 pm CHALLENGER THINK TANK: Redefining ROI: Unleashing the Transformative Power of Generative AI
Maciej Szymaszek - Senior Director, Global Portfolio & Project Management, Astra Zeneca

As leaders in Business Transformation, we often instinctively reach for that big

red cost-cutting button to eliminate any unnecessary waste. The same principle

can be applied to Generative AI, which took the world by storm in 2023. While

it undoubtedly helps save time and money, Maciej Szymaszek argues that its

impact transcends mere monetary value. Leading tests, implementations,

and scaling up Generative AI across AstraZeneca’s global project portfolio

management over the past year, he has recognized significant tangible wins

beyond financial metrics. Let’s challenge or support this argument as we explore

whether the ROI of GenAI can be demonstrated in multiple ways.

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Maciej Szymaszek

Senior Director, Global Portfolio & Project Management
Astra Zeneca

5:00 pm - 5:30 pm ONE-TO-ONE BUSINESS MEETINGS

5:00 pm - 5:30 pm PEER-TO-PEER NETWORKING

5:35 pm - 6:20 pm ROUNDTABLE 1 The Only Constant Is Change: Fighting Fatigue On The Road To Operational Excellence
Steve Max - COO of Transaction Processing & Shared Services, U.S. Bank

What does it take to re-align entire operations to

support emerging technologies, evolving job roles and

automation? Driving change at scale is no easy feat, and

when there are a lot of pieces that must fit together, it

takes a specific type of leader to successfully enable an

organization to adjust and move with the times towards

a clear vision. On top of this, with the only constant in

business (and life!) being change, frontline staff are

often left feeling fatigued with yet another new process

or technological implementation, and it is easy to be left

behind. The time has come to assess how to successfully

strike the perfect balance between moving an entire

business group, vs. the individual, and ensure both are

nurtured to ensure success.

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Steve Max

COO of Transaction Processing & Shared Services
U.S. Bank

5:35 pm - 6:20 pm ROUNDTABLE 2: Agile Love Or Agile Lust? How Frameworks And Culture Combine In Successful Transformations
Mallory Vaughn - Director, LMI Business Transformation, Liberty Mutual Investments

Agile has become a prevalent buzzword in the world

of transformation, with leaders across industries

enthusiastic about adopting its principles. However,

it’s time to delve deeper into what it truly means to

implement agile transformation. Is it a well-functioning

strategy or a tempting yet potentially unstructured

approach? This discussion aims to distinguish between

an agile culture and an agile framework, considering

the role of design thinking and the importance of

accountability in ensuring the right steps are taken

for your teams. Join us in this thought-provoking

roundtable as we explore whether agile is the real deal

or simply a fleeting desire.

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Mallory Vaughn

Director, LMI Business Transformation
Liberty Mutual Investments

5:35 pm - 6:20 pm ROUNDTABLE 3: The Power Of Speed: Accelerating Business Transformation Through AI
Sundeep Thusoo - Director Business Transformation; Chief of Staff - Heart Rhythm Management Business Segment, Philips

Businesses today do not have the luxury of driving

“slow” transformation. Time has come to embrace AI

to ensure change is optimized and focused around

creation, building and evolving, rather than simply

fixing the way things are. This roundtable is the perfect

opportunity to both gain inspiration from peers on

how to utilize AI in your evolving enterprises, whilst

simultaneously sharing your own stories of success and

failures to put it to good use.

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Sundeep Thusoo

Director Business Transformation; Chief of Staff - Heart Rhythm Management Business Segment
Philips

6:20 pm - 6:30 pm CHAIRPERSON’S CLOSING REMARKS AND END OF EXCHANGE DAY ONE

7:00 pm - 8:30 pm DRINKS RECEPTION