January 21 - 25, 2019
Omni Orlando Resort , ChampionsGate, FL

Monday: Workshops & Opening Keynotes

7:00 am - 8:00 am Registration

Workshop A1 - A10 (Choose 1 to attend)

A1

8:00 am - 9:30 am A1: Planning your transformation initiative from strategy to execution: A practical approach
Terry Roach - Chief Executive Officer Capsifi
·         Implement business structure modelling to align strategy with execution
·         Define your strategy and transformation with crystal clarity and communicate to different levels across the organization
·         Effective ways to drive change through an integrated business architecture 
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Terry Roach

Chief Executive Officer
Capsifi

A2

8:00 am - 9:30 am A2: Setting up an effective program and adopting a maturity framework to advance your OPEX program quickly
Ryan Mayer - Vice President OPEX BioReference Laboratories
Ryan was tasked to start the OPEX program from scratch at BioReference Laboratories and get it up to speed quickly. With his extensive experience in setting up large scale OPEX programs, he has quickly led the team to a steady start. This session will provide a deep dive into what could be achieved in just a year’s time.
·         Setting up the OPEX program framework and change management required in terms of moving up the maturity level
·         Setting up an organization in terms of people and asset relating to change management
·         Develop a three year strategy and vision to outline the key capabilities to be developed
·         Project prioritization and tracking to maximize business impact
·         Leverage the tools that exist already: Lessons learned from how Christians spreaded in Rome
·         Tackle the culture and change with a sustainable approach 
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Ryan Mayer

Vice President OPEX
BioReference Laboratories

A3

8:00 am - 9:30 am A3: How do you successfully implement Hoshin Planning...what I wish I'd known before I started!
Paul Docherty - Founder and Executive Director i-nexus
·         What is Hoshin planning and why does it work?
·         What are typically the different stages of maturity (Crawl, Walk, Run...) and how do you know what to aim for?
·         What are the typical pitfalls and how do you avoid them?
·         How do you scale and sustain Hoshin planning?
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Paul Docherty

Founder and Executive Director
i-nexus

A4

8:00 am - 9:30 am A4: Develop Continuous Improvement capabilities across the entire enterprise
David Marlow - Director of Operations, Continuous Learning and Improvement Northwestern Mutual
·         What get you here will not bring you to the next level: “The best must get better” mentality for continuous improvement
·         Developing true value stream mapping for process reengineering: What does it look like?
·         Incorporating Agile and Design thinking as part of the Continuous Learning and Improvement initiatives
·         Driving the culture change to make long lasting business impact 
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David Marlow

Director of Operations, Continuous Learning and Improvement
Northwestern Mutual

A5

8:00 am - 9:30 am A5: Strategizing and Initiating RPA

A6

8:00 am - 9:30 am A6: Leverage Intelligent analytics for better decision making and process optimization

A7

8:00 am - 9:30 am A7: The changing face of next generation BPM: Deliver value through digital process automation

A8

8:00 am - 9:30 am A8: Strategies and tactics for managing organizational change
Jennifer Hurst - Business Process Improvement Centre of Excellence Leader Nielsen
Our teams are pushed to be more agile, flexible, and fast-paced -- which means change and lots of it! There are many ways to get associates to the new destination and ways of working, but some routes are less painful for the individuals and less costly for the organization. Join us as we work through a ‘choose your own adventure’ themed example that you’ll be able to take directly back to your team. This 90-minute session will cover:
·         Framework for managing change
·         Tools that can smooth the journey
·         Tactics to control different aspects of change
·         Guideposts and common pitfalls
Managed change can make the difference between a successful project or program and complete failure. Join us to make sure that you’re ready to lead the adventure.

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Jennifer Hurst

Business Process Improvement Centre of Excellence Leader
Nielsen

A9

8:00 am - 9:30 am A9: Uncovering core values to drive transformation
James Dodkins - Principal Consultant BP Group
Create a unique and memorable list of core values that demonstrate who you are and what you stand for as a company. This inspiring workshop will allow you to create employee engagement and unity on a whole new level as well as attractive talent that is a perfect fit for your culture. No matter if this is for the whole company, a division, a department or just your teams, values help drive empowered and confident autonomous decision making.
·         Learn the mind opening questions that uncover real core values
·         Learn the optimum number of core values for maximum traction
·         Learn how to embed your core values into your culture
·         Learn the values of some of the world’s best performing companies and model their format
·         Learn the simple ‘Vale Hack’ that turns values from words into memorable phrases
·         Learn the simple and cost effective internal project that gets everyone immediately talking about, reading about and demonstrating your core values.
·         Learn how value based awards can embed your values into your culture.
·         Learn how ‘Value Awards’ can make your values your employees main focus,
·         ​Learn the importance of employee led core value creation and why a list of values produced by a consultant will never positively effect culture
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James Dodkins

Principal Consultant
BP Group

A10

8:00 am - 9:30 am A10: Leverage Objectives and Key Results (OKR) to improve customer experience and results
Madlyn Del Monte - Director of Lean Practices Dun & Bradstreet
Join this interactive and hands-on workshop to learn how Dun & Bradstreet is transforming their business by changing the way of thinking through lean and agile. Maddy will also take you through the steps and exercises of OKR to show you how can you bring your business forward with a specific focus on customer experience improvement.
·         Change the way of thinking: Adopting a lean and agile mindset
·         Success stories on leveraging agile, lean and RPA for fast business result
·         Working with C-suites to determine business objectives
·         Leverage OKR to set your strategic priorities and trickle down to the execution level
·         Setting KPIs for specific purposes: Outlining 3-5 KPIs to move the business forward
·         Putting your customer at front and centre of your transformation: Focusing on customer centricity and NPS 
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Madlyn Del Monte

Director of Lean Practices
Dun & Bradstreet

9:30 am - 10:00 am Morning Break

Workshop B1 - B10 (Choose 1 to attend)

B1

10:00 am - 11:30 am B1: Best practices in Strategic alignment and benefits realization management of the transformation project portfolio
Georgios Moschoglou - Ph.D., Faculty Director and Associate Professor, Project, Program & Portfolio Management Georgetown University School
  • Strategic alignment : How to align your transformation initiatives to the organization’s strategic goals and objectives 
  • Benefits realization and value management: How to translate business strategy drivers into expected benefits and evaluate the benefits achieved against original baselines
  • Portfolio identification and prioritization: How to compose an optimal transformation portfolio to realize expected benefits under organizational constraints

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Georgios Moschoglou

Ph.D., Faculty Director and Associate Professor, Project, Program & Portfolio Management
Georgetown University School

B2

10:00 am - 11:30 am B2: Lean Transformation framework: Best practices, obstacles and lessons learned
Joe D'apollonio - Operational Excellence Leader Ingersoll Rand
·         Identifying the value stream of the process and develop a  target transformation plan
·         Develop a framework on how to develop your transformation plan and execute the activities on the plan
·         Continuously driving improvement year over year: What are the most effective ways?
·         Challenges: How to getting support from the cross-functional business leaders?  
·         Dealing with complexity of differences in business unit priorities 
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Joe D'apollonio

Operational Excellence Leader
Ingersoll Rand

B3

10:00 am - 11:30 am B3: Visualize change and move your transformation forward: Leverage the error management system to drive continuous improvement
Tom Petzke - Head of Process Excellence & Continuous Improvement Amadeus IT Group
Tom will walk you through the journey of Amadeus’ business transformation that started three years ago in the operations areas and has since expanded;  focusing on culture change based on lean and agile principles. He will dive into the details of how they have visualized and measured their work to derive a unique error management system for process improvement.
·         Switching from opinion based improvement to data and evidence based improvement concept
·         How to integrate lean and agile to change the way we work
·         Rolling out the error management system as the main tool to visualize and measure the progress for continuous improvement
·         Exercise time: How you can help accelerate our journey   
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Tom Petzke

Head of Process Excellence & Continuous Improvement
Amadeus IT Group

B4

10:00 am - 11:30 am B4: Developing leadership behaviours and capabilities to drive a continuous improvement culture
Teresa Logue - Head of Lean Management Zurich North America
·         What types of behaviors are we looking for to drive change forward? 
·         Identifying, recognizing and rewarding the right behaviors to encourage adoption
·         Develop leadership capability through training, coaching and engagement programs
·         Develop strategies to deepen accountability and sustain improvement results
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Teresa Logue

Head of Lean Management
Zurich North America

B5

10:00 am - 11:30 am B5: Develop an effective governance model to successfully scale up RPA
Ricardo Badillo - Director, Business Process Management Western Union
Often times it’s a no brainer for businesses to pilot and implement RPA as it’s a strong business case to build. Yet, what becomes more crucial in a scaled and sustainable RPA program is the governance model. However, it is not a one-size-fit-all scenario. In this workshop session, Ricardo will share with you different governance models for RPA and how they have worked and fallen short in some areas so you can take away from these valuable experiences to build the model that suits your organization.
·         Understanding the pros and cons of different governance models
·         Develop a governance model that suits your organizational structure and RPA scale up
·         Managing your RPA program through your centre of excellence
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Ricardo Badillo

Director, Business Process Management
Western Union

B6

10:00 am - 11:30 am B6: Applying process mining to discover in-depth process and business insights

B7

10:00 am - 11:30 am B7: Reinventing business process through automation, AI and machine learning
·         How to utilize AI, machine learning and analytics to create frictionless customer interactions and processes
·         Leverage advanced automation to enable real time collaboration and breakdown organizational silos
·         Creating the next generational operating model for business processes 

B8

10:00 am - 11:30 am B8: A practitioner’s guide for creating significant change
John Mansfield - Senior Vice President, Operations Practice Lead Fidelity Investments
This interactive workshop will present several change management tools, techniques and frameworks used by Fidelity Investment Practitioners that have proven to create significant change. When these change management concepts are executed appropriately, it’s not unusual for a business to realize at least a 40% performance improvement. The workshop will include examples of successes (and shortfalls) and will provide opportunities to practice some of the techniques. Some of the questions the workshop will address:
·         What factors are important to create change; how can you assess those factors?
·         How can you influence others that you cannot control?  Is it worth it?
·         What tactics can you use to build trust and to strengthen a relationship?
·         What should you be aware of that may compete or weaken your abilities to influence?
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John Mansfield

Senior Vice President, Operations Practice Lead
Fidelity Investments

B9

10:00 am - 11:30 am B9: Delivering Strategic, Tactical, and Cultural Operational Excellence Deployment
Steven Khoo - Assistant Vice President, Operational Excellence Sime Darby Plantation
·         Tactical deployment alone is no longer sufficient for Operational Excellence. A holistic deployment builds the Strategic, Tactical, and Cultural together. What does this mean to the organisation?
·         Strategic stewardship is having clear vision and committed action. How can you align your strategy to business goals?
·         Tactical development is all about building people. What does sustainable tactical development look like?
·         Cultural transformation is a change from within. Where do you start and what mechanisms are there to explore?
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Steven Khoo

Assistant Vice President, Operational Excellence
Sime Darby Plantation

B10

10:00 am - 11:30 am B10: OPEX driving customer value: When value stream mapping (VSM) meets customer journey mapping (CSM)
Therese Steiner - Director, Operational Effectiveness, Global Operations LexisNexis
This workshop will demonstrate how process leaders can use their value stream mapping skillsets to transform their customer experience by mapping your customer journey effectively and improving your customer satisfaction.
·         Identify the most impactful customer centric process improvements in your organization through Value Stream Mapping
·         Map current vs. ideal value streams to identify improvements
·         Develop a comprehensive plan to make your customer journey smoother
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Therese Steiner

Director, Operational Effectiveness, Global Operations
LexisNexis

11:30 am - 12:30 pm Early Networking Lunch

Workshop C1- C10 (Choose 1 to attend)

C1

12:30 pm - 2:00 pm C1: Drive enterprise wide deep change: Aligning transformation strategy, OPEX and process architecture for business impact
Partha Baral - Senior Director, Business Architecture, Process Excellence, VMWare
Peter Malek - Director, Process Performance & Operational Excellence VMware
·         Setting a transformation strategy to directly connect with and support your business vision
·         Setting a transformation framework: OPEX, Portfolio Management, Process Automation & Change Management
·         Driving enterprise wide deep change: Lesson learned 
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Partha Baral

Senior Director, Business Architecture, Process Excellence,
VMWare

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Peter Malek

Director, Process Performance & Operational Excellence
VMware

C2

12:30 pm - 2:00 pm C2: Achieving end to end process excellence with an adaptive approach: Combining Lean Six Sigma, Design Thinking and Robotics to tap your potentials
Michael Stober - SVP Process Reengineering Citizens Bank
·         Getting the first steps rights: Evaluating and realizing improvement opportunities across the entire organization  
·         Creating your own methodology from proven methods such as lean six sigma, design thinking
·         Best practices in delivering results through multiple levers
·         Breaking down the silos to create end to end processes
·         Reengineering and integrating RPA, BPM and BPO: Challenges and successes 
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Michael Stober

SVP Process Reengineering
Citizens Bank

C3

12:30 pm - 2:00 pm C3: Become a Design Thinker - Think Like the World’s Best Innovators!
Karen Tilstra - Co-Founder Florida Hospital Innovation Lab
Join this powerful engaging workshop to learn Design Thinking (DT), a proven method for spotting and creatively tackling hidden opportunities. You will gain fresh perspectives on problem solving, learn DT mindsets that lead to relevant and sustainable solutions. You will leave ready and committed to apply your new skills.  Typical results include ways to discover new revenue streams, internal efficiencies, and greater customer and employee satisfaction. Ready to earn your innovation wings and break though?? Join the fun! 
·         Learn the 5 spaces of Design Thinking (DT), build a rapid-fire DT tool-kit & learn how the art of better problem finding and solving.
·         Real-life case studies highlighting how DT has worked inside one of the nation’s largest hospital systems.
·         A brief overview of how to create a DT lab and key elements that keep it relevant and sustainable
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Karen Tilstra

Co-Founder
Florida Hospital Innovation Lab

C4

12:30 pm - 2:00 pm C4: 10 mistakes you could avoid during your business and process transformation
Mohamed Saleh - Director Operational Excellence and Senior Lean Sensei Hartford Healthcare
Connie Flores - Lean Sensei Hartford Healthcare
80% of transformation initiatives fail. This workshop provides a rare opportunity to hear top 10 reasons why initiatives fail so you can revert your transformation away from them.
·         Finding a path to success with a thorough understanding of why they fail
·         Providing countermeasures for different scenarios to turn around your transformation
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Mohamed Saleh

Director Operational Excellence and Senior Lean Sensei
Hartford Healthcare

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Connie Flores

Lean Sensei
Hartford Healthcare

C5

12:30 pm - 2:00 pm C5: Stay ahead in the era of digital transformation: Empower your processes through process mining and RPA
Massimiliano Delsante - Chief Executive Officer myInvenio - a Cognitive company
Join this workshop to redefine operations and learn how to use the most efficient Digital Transformation and Process Mining solution to drive continuous process improvements. Get the skills to gain the best returns from automatic process discovery, constant compliance and performance monitoring, identification of automation opportunities, RPA implementation, and simulation to drive continuous operational improvements.
·         A clear understanding of how processes can be automatically discovered and how the levels of automation can be identified
·         The fundamentals of ensuring compliance
·         A deeper knowledge of how to analyze process performance, costs and crucial areas of improvement
·         Implement RPA using simulated scenarios and What-If analyses for continuous monitoring and constant revelation of improvement opportunities
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Massimiliano Delsante

Chief Executive Officer
myInvenio - a Cognitive company

C6

12:30 pm - 2:00 pm C6: Supply chain digitalization and Failure Mode Effects Analysis (FMEA) for inventory excellence
Ray Poinsette - Director of Process Improvement Beaver Street Fisheries
·         Learn how Digitization of business process information can be used to reduce defects
·         Learn how to identify the true data elements your customer’s desire
·         Learn how to track customer satisfaction and use this information to communicate areas for rocess improvements to leaders throughout the organization
·         Takeaways:  The effective use and adaptability of the Failure Mode and Effect Analysis (FMEA)
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Ray Poinsette

Director of Process Improvement
Beaver Street Fisheries

C7

12:30 pm - 2:00 pm C7: Bridging the gap between strategy and execution through Business Architecture
Whynde Kuehn - Principal S2E Consulting
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Whynde Kuehn

Principal
S2E Consulting

C8

12:30 pm - 2:00 pm C8: Supporting workforce transformation with a science-based communication framework
Jan Burnham - CEO ROC Group
Emily Kehinde - Managing Consultant ROC Group
How do you make sure employees hear and understand your initiatives amid too much organizational noise? ROC Group’s communication framework is built upon the latest neuroscience and storytelling research to help drive how people think and act. Attend this session to:
·         Learn about the six critical elements of a successful communication strategy
·         Gather tips to mitigate for barriers to getting heard
·         Learn a tried-and-true storytelling formula 
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Jan Burnham

CEO
ROC Group

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Emily Kehinde

Managing Consultant
ROC Group

C9

12:30 pm - 2:00 pm C9: What is required of people, change and leadership to drive successful business transformation?
Troy Eutsler - Regional Manager, Centre of Leadership Excellence Amazon
Kat Payne - Regional Manager, Centre of Leadership Excellence Amazon
·         The importance of people during transformation
·         Managing yourself through transformation
·         Managing others through transformation
·         A model for dealing with change and transformation in your organization
·         Bringing it all together and making it work for you and your team.
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Troy Eutsler

Regional Manager, Centre of Leadership Excellence
Amazon

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Kat Payne

Regional Manager, Centre of Leadership Excellence
Amazon

C10

12:30 pm - 2:00 pm C10: Transforming customer experience through strategy innovation, analytics and process automation

2:00 pm - 2:30 pm Networking Break and Registration for Non-Workshop Attendees

2:30 pm - 2:40 pm OPEX WEEK: Business Transformation World Summit 2019 - Opening

2:40 pm - 2:50 pm Chair's remarks

2:50 pm - 3:10 pm KEYNOTE: Drive bold business change

3:10 pm - 3:30 pm KEYNOTE CASE STUDY: Process, Customer, Growth: 3M's value driven global transformation

Eric Hammes - SVP Business Transformation & Information Technology 3M
Judith Garcia-Galiana - Vice President, Global Service Centers 3M
·         Develop transformation strategies that enable future growth
·         Advancing business transformation through technology, people and process evolution
·         Investing in a technology ecosystem to build a digitally enabled business
·         The roles  for GBS and global shared services in innovation and transformation
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Eric Hammes

SVP Business Transformation & Information Technology
3M

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Judith Garcia-Galiana

Vice President, Global Service Centers
3M

1:30 pm - 1:50 pm SPONSORED PLENARY SESSION: The digital transformation trifecta: Intelligent Automation, Analytics, AI

Guy Kirkwood - Chief Evangelist UiPath
RPA and intelligent automation has taken the process management industry by storm. Yet, that’s only the beginning of the intelligent automation transformation. Companies are exploring what’s possible with leaders fully exploring the potential of Analytics and AI. This keynote session will walk you through the future state of digital transformation through RPA, Analytics and AI capabilities.
·         Examining the state of RPA, Analytics and AI in process management and transformation
·         Driving end to end transformation through Automation, data and machine learning capabilities
·         Now that you have RPA, what’s next? 
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Guy Kirkwood

Chief Evangelist
UiPath

3:50 pm - 4:20 pm Afternoon Break

Process Leaders have been levering Lean six sigma and business improvement methodologies in pursuing cost and efficiency benefits for decades. The emergence of Intelligent Automation Solutions have completely changed the dynamic and make all wonder what is possible as business process management becoming smarter, more data/insights driven and mundane tasks being automated. This keynote panel will gather the thought leaders in the space to share real-life examples of how the combined power of Intelligent automation and process reengineering can deliver the full promise and drive that next performance breakthrough your business needs.
·         Is Robotic Process Automation the 7th Sigma that we have been looking for?
·         What have been achieved with the latest smart technology solutions: BPM, RPA, OCR, Analytics and AI?
·         What can be achieved and how can we get there?
·         Embedding Intelligent Automation with your process reengineering structure
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Shafi Yusuf

Head of Lean Transformation and Intelligent Automation
Bank of the West

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James Forrest

Managing Director, Consumer Banking Operations
JP Morgan Chase

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Vinay Mummigatti

SVP, Enterprise Head of Automation & Process Excellence CoE
Bank of America

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Tony Saldanha

Vice President, Global Business Services
Procter & Gamble

4:50 pm - 5:10 pm SPONSORED PLENARY SESSION: Becoming an Agile organization

5:10 pm - 6:00 pm KEYNOTE: Think like a disruptor and own the edge: Be where your customer is and be there fast!

Terry Jones - Founder & Founding Chairman Travelocity.com & Kayak.com
Leaders are worried. Businesses are being disrupted at an ever increasing pace and technological advances are converging to create unprecedented dislocation. Identify what these are and how you can turn them to your advantage. Utilizing technical forces of disruption, Terry shows our current business models that are created from disruption and how startups are shedding old concepts to create simple models that “own the edge”. The Edge - where the customer is - where we HAVE to be. Drawing from his experiences with several start ups and as the founder of Travelocity.com, founding Chairman of Kayak.com and Chairman of Wayblazer, Jones helps you to turn disruption into innovation.
·         Create business models that own the customer edge
·         Organizational transformation: Experience through founding one of the first disruptive companies
·         Become agile as a digital company
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Terry Jones

Founder & Founding Chairman
Travelocity.com & Kayak.com

6:00 pm - 7:30 pm OPEX Week Drinks Reception