13th Annual OPEX in Financial Services Summit 2019 | International Quality & Productivity Center | 18 March 2019 | The Roosevelt New Orleans, A Waldorf Astoria Hotel, 130 Roosevelt Way, New Orleans, LA 70112, USA

The only event catering to Opex & Business Transformation Professionals in Financial Services.

Now more than ever OPEX experts, change management & transformation leaders are being challenged by the rapidly evolving ecosystem that is the financial services industry.

With a customer-centric focus to revolutionize your business through people, process and technology, this year’s OPEX in Financial Services has the answers to your pain points.

2019 Speakers:

Anica Addison
Lean Process Improvement Lead, Equifax

Michelle Akindunni
Director of Operations, Ally

Vic Alexanian
Director, Business Improvement, CME Group

Paul Arel
Global Technology Business Relationship Manager, WorldPay

Enrique Belenguer
Behavioral Economics Global Leader, BBVA Compass

Jon Beller
Senior Vice President, Operational Excellence, First United Bank

Ankana Carpenter
Vice President, Business Transformation, TD Bank

David Castellani
Chief Business Information Officer, New York Life

Robert Chaves
VP Operations Consulting Group, American Modern Insurance Group

Michael Cordas
Senior Vice President, Enterprise Business Transformation, Process and Workflow, City National Bank

Ryan Davis
Senior Vice President, Procurement Management, Bank of America

Ryan Davis
Director of Process Improvement, Arvest Bank

Raju Deshpande
Senior Vice President, Director of Operational Excellence & Change Execution, East West Bank

Pardeep Dhanda
Head of Agile Learning – Agile Services, Deutsche Bank

Tina Dinger
Vice President Process Improvement & Program Management, Northwest Bank

Michael Dove
Vice President, Center of Process Excellence, PSCU

Michael Edmonds
Robotics Process Automation Manager, Farmers Insurance

Jermaine Everett
Robotic Process Automation COE Manager, AIG

Ken Farer
Senior Director, Lean Management, S&P Global

Michel Farmer
Director, Operational Efficiency, Development Bank of Canada

Brian Ford
Principal Process Manager, Capital One

Rush Fozo
Senior Vice President, Investment Operations Outsourcing, Northern Trust

Galahad Franklin
Product Marketing Director, US Project & Visio, Microsoft

Jean Gehring
Vice President, Fulton Financial Corporation

Ewan Goddard
AVP, Continuous Improvement Sustainability, Voya Financial

Chris Harris
Principal, Business & Operations Improvement Practice, EY

Adrienne Hill
Vice President, American Express

Rajesh Iyer
Vice President, Global Domain Architect,
Barclays
Byron E. Johnson
Operational Robotics Leader, Unum

Alisha Kale
Vice President, Business Process Engineer, Wells Fargo

Jennifer Kessler
Senior Program Manager, Vanguard

Joe Kleinwaechter
Vice President, User Experience, ADP

Heather Klemmer
MLWM Chief Operating Officer, Program Management Executive, Bank of America Merrill Lynch

Janet Knecht
Head of Operations and Product, Investment Strategy Group, Vanguard

Doney Largey
Chief Operating Officer, Finance, AIG

Jason Liberman
Product Risk and Governance Lead, Venmo at PayPal

Wally Lo Faro
Principal Consultant, Data Scientist, MasterCard

Arindam Majumdar
Director ERM Analytics and Reporting, Bank of the Ozarks

Sandra Manne
Senior Vice President, Head of Capability Build (Business Architecture), TD Bank

John Mansfield
Senior Vice President, Operations Practice Lead, Fidelity Investments

Amit Mayabhate
Director, Multifamily Chief Operating Office, Fannie Mae

Amita Mehta
Chief Executive Officer, Amita Mehta Possible

Kent Molter
Vice President, Business Process Management, TD Bank

James Nichols
Operational Excellence Leader, Purchasing Power LLC

Chris O’Connor
Head of Continuous Improvement, Mass Mutual

Juliana Palou
Vice President of Operations Strategy, BNY Mellon

Arpita Patel
Assistant Vice President, Business Analyst, Operational Excellence, East West Bank

Melinda Rolfs
Senior Director, Data & Analytics, Mastercard

Deborah Schaal
Director, Operational Excellence, Enterprise Operations, Farmers New World Life Insurance

Prasant Tangirala
Senior Vice President, Global Risk and Compliance, Bank of America

Manas Tripathy
Business Transformation Director, City Bank

Aaron Washburn
Senior Director, Business Process Improvement, CME Group

Chee Wong
Vice President, Digital Transformation, Thrivent Financial

Timothy Zeilman
Vice President, Global Product Owner - Cyber, Hartford Steam Boiler - Munich RE

Julie Zimmer
Chief Operating Officer, Embroker

2019 Sponsors and Exhibitors:

• AI Foundry
• Baringa
• EY
• iGrafx
• Indico
• Microsoft
• OpusWorks
• Partners in Leadership
• StereoLOGIC
• Swiss Post Solutions (SPS)
• TrackVia
• UiPath

MEDIA PARTNERS:
• American Banker
• BankNews
• Credit Union Times
• Fintech Finance
• Insurance Journal
• Process Excellence Network
• World Finance Informs