Operational Excellence in Financial Services 2018 | International Quality & Productivity Center | 26 March 2018 | Horseshoe Bay Resort, 200 Hi Cir N, Horseshoe Bay, TX 78657, US

Financial Services is at a pivotal point. Unprecedented disruption, regulation and customer demands are forcing traditional firms to dramatically evolve if they want to succeed and prosper.

Changing behaviors and expectations of the customer are forcing financial institutions to refresh their strategy and operating models to continue to deliver high performance and maintain market share.

The demand for improved speed to market, increased visibility and decision-making, streamlined operations and further cost reduction are higher up the agenda than ever before. Progressive financial institutions are seeking to digitally transform across the entire enterprise.

The winners in today’s market are organizations who are leveraging their OPEX program to become more agile, capture value through the deployment of new and emerging technologies while simultaneously embedding a continuous innovation and transformation culture.

2018 Speakers:

Gary Lewis Evans
Chief Executive Officer - (Former Chief Executive Officer, and Founder, Bank of Internet), Paymency

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

Ankana Carpenter
Vice President, Business Transformation, TD Bank

Erik Simmons
Vice President, Continuous Improvement, Ameritas

Bao Do
Business Architecture Manager, Innovation & Strategy, Wells Fargo Advisors

Roberto Mancone
Managing Director, Global Head, Disruptive Technologies & Solutions, Deutsche Bank

Matthew Morgan
Head of Process & Metrics Excellence, Bridgewater Associates

Benoit Gowigati
Vice President, Performance And Operational Excellence, Desjardins General Insurance

Michael Blunk
Head of Process Excellence, Wells Fargo

Chris Campbell
Manager, Operational Excellence, Country Financial

Sarah Snyder
Head of Methodology, Training and Sustainability, Zurich

Toni Gyatso
Process Improvement Specialist, Oregon Community Credit Union

John Cottongim
RPA, Center of Excellence Lead, AIG

Jackie Cazar
Senior PMO, KYC, Societe Generale

Alisha Kale
Business Process Consultant, Wells Fargo

David Gaudin
SVP, North America, Signavio

Mark King
Associate Vice President, Electronic Records Manager, Northwest Bank

Kelly Switt
Senior Vice President, Reengineering Director, Citi

Mark Waight
Director Operational Excellence, Edward Jones

Michael Meyer
VP, Customer Excellence and Operational Excellence, Greater New York Mutual Insurance Companies

Ewan Goddard
Continuous Improvement, Senior Sustainability Leader, Voya Financial

Chris Harris
Principal, Business & Operations Improvement Practice, EY

Roi Hansraj
Business Transformation, Guardian Life

Rayudu Addagarla
Vice President, Enterprise BPM & RPA Center of Excellence, Bank of America

Adrienne Hill
Vice President, American Express

Connie Moore
Senior Vice President, Research, Digital Clarity Group

Rush Fozo
Senior Vice President, Northern Trust

Brian Scottberg
Senior Business Process Consultant, Country Financial

Jeff Bickler
Senior Vice President, Reengineering Senior Manager, Citi

Richard McCathron
Head of Insurance, Hippo Insurance

Biswajit Dasgupta
Vice President, Head of Quality & Operational Excellence, Fidelity Personal Investing

Robin Beers
Senior Vice President, Customer Insights and Experience Design, Wells Fargo

Brian Jones
IT Strategy & Operations, Ocwen Enterprise Technology & Shared Services, Ocwen Financial Corporation

Vic Alexanian
Director, Business Improvement, CME Group

David Gerbino
FinTech, Bank, & Data-driven Marketing Consultant, FinTech Advisor

Chris Reed
Senior Business Process Specialist, Northern Trust

Jay McGrath
Vice President of Financial Services, UiPath

Danielle LaMancuso
Business Process Analyst, Northwest Bank

Robert Chaves
American Modern Insurance Group

Patrick Lee
Assistant Vice President, Capital One

Roop Singh
Blockchain Expert and Founder, Intuit Factory

Molly Walker
Senior Process Engineer, PSCU

Eric Hedman
Managing Director, Global Practice Leader, Lean Management, S&P Global

Eric Fleischer
iTeam Managing Director, TD Ameritrade

Mike Krebs
Assitant Vice President of Enterprise Lean Practice, MassMutual

Jacqueline Parks
Chief Administration Officer, Enterprise Operations, Northern Trust

David Friedman
Director, RPA, American Express

Lesly Regis
Vice President, Global Risk Streamlining, HSBC

Michael zur Muehlen
Ph.D. Associate Dean of Graduate Studies, School of Business, Stevens Institute of Technology

Robin Shahani
Former Managing Director, Head of Operations Technology Strategy and Planning & Chief Procurement Officer, TD Ameritrade

Christina Thomas
Director Continuous Improvement, Allstate Benefits

Jon Theuerkauf
Advisor, Improve and Innovate Company

Janet Knecht
Operations and Product, Investment Strategy Group, Vanguard

Aboubacar Cissokho
Head of Lean, Center of Excellence, Discover Financial Services

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

Jermaine Everett
Automation Manager, Global Business Services - Automation Center of Excellence, AIG

Michael Dove
Vice President, Center of Process Excellence, PSCU

David Hadd
Vice President Corporate Continuous Improvement, Webster Bank

John Roth
Enterprise Architecture, RBC City National

Martin Hairston
Vice President Manager, Process Design, East West Bank

David Jenness
Automated Information Advocate, IBM Digital Business Automation

John Green
Vice President of Strategic Initiatives, Pacific Union Financial

2018 Sponsors and Exhibitors:

• AI Foundry
• Automation Anywhere
• Blue Prism
• Capital BPM
• Ernst & Young
• IBM
• iGrafx
• Incedo
• Kofax
• Microsoft
• Cognitive Technology
• OpusWorks
• Pegasystems
• Signavio
• Skuid
• Softomotive
• StereoLOGIC
• Swiss Post Solutions (SPS)
• TrackVia
• UiPath
• UTC Partners