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

Wednesday: Main Conference Day 2 & Masterclasses

7:30 am - 8:00 am Registration and Coffee

8:00 am - 8:10 am OPEX WEEK Day Three: Chair's Opening

8:00 am - 8:30 am KEYNOTE: Developing leadership behaviours to drive customer first mindset and culture

Liz Iversen - Senior Vice President, Chief Quality & Regulatory Officer Philips
There is a big difference between customer focused and revenue focused companies.  As leading companies adopting customer first mindset, one of the critical questions they need to answer is what kind of leadership behaviorsare needed to drive home the customer first transformation. Liz will share some great advice and experiences from Phillips in this keynote session:  
·         What are the key differences between revenue focused and customer focused strategies?
·         Ask the next layer of questions: Are your Kaizen events creating end to end customer value?
·         A spotlight on leadership behavior: What do we as leaders need to change to drive the customer first transformation?
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Liz Iversen

Senior Vice President, Chief Quality & Regulatory Officer
Philips

8:30 am - 8:50 am SPONSORED PLENARY SESSION: The Radical Paradigm Change for your Business Excellence Platform

8:50 am - 9:20 am KEYNOTE PANEL: Process Excellence vs. Technology Excellence vs. People Excellence

Mustafa Abdulali - Director of Lean Transformation NCH Healthcare System
People, Process and Technology are the three key dimensions in driving your transformation forward. However, when priorities competing with each other, which dimension would you invest first? This panel will provide a live debate on which should be your top priority and what’s the outcome of each scenario.
·         Where do you invest at different stages of transformation
·         What would you fall short on if you don’t or only invest in one of the dimensions?
·         How to strive the optimal balance in your process, technology and people triangle?
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Mustafa Abdulali

Director of Lean Transformation
NCH Healthcare System

9:20 am - 9:40 am SPONSORED PLENARY SESSION: Leading the digital change with a customer edge: Robotics, Analytics and AI driving the future of customer service

9:40 am - 10:10 am PEX NETWORK AWARD WINNERS PANEL SHOWCASE

10:10 am - 10:40 am Morning Break

Track M: Strategy & Process Transformation

10:40 am - 11:05 am Develop the strategic bridge between process and technology improvement to power the future growth

Track N: Technology Excellence

10:40 am - 11:05 am Drive insights through a company wide data lake

Track O: People & Culture Excellence

10:40 am - 11:05 am Case Study: Measuring and shifting culture change: Lessons learned and best practices sharing from the U.S Air Force
Mark Watson - Chief Wing Transformation & Innovation Officer U.S. Air Force
U.S Air Force has a long history of deploying lean based methodologies as early as the 90s. This session will provide a hands-on perspective on how Mark and his wing have managed to shift the culture.
·         Measure culture through research processes to identify gaps
·         Using the Kotter change management model to transform culture
·         What has worked in developing a culture of innovation
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Mark Watson

Chief Wing Transformation & Innovation Officer
U.S. Air Force

Track P: Customer Excellence

10:40 am - 11:05 am Data driven customer experience improvement

11:05 am - 11:10 am 5 minute changeover

Track M: Strategy & Process Transformation

11:10 am - 11:35 am A future of finance case study: How National Grid are transforming their finance processes
Martin Jahn - Director Process Engineering National Grid
·         Process Simplification: Simply finance processes with a lean approach & streamline the finance organization
·         Hands Off: Identify opportunities for automation, build automation capability & automate finance processes
·         Technology: SAP S4 and Code Block redesign
·         Business Partner Evolution: Define the role of the business partner and link to the work of the future
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Martin Jahn

Director Process Engineering
National Grid

Track N: Technology Excellence

11:10 am - 11:35 am Case study: Achieving 6x performance improvement through Business Agility Framework
Samantha Bureau-Johnson - Vice President, Business Process Excellence & Project Management Offic Blue Cross and Blue Shield of North Carolina
In addition to Lean six sigma, PMO and Process Architecture approach, Samantha and her team continues to push into new boundaries for speed and efficiency. She will outline one of the new digital transformation frameworks they are initiating with BCBSNC to achieve 6x performance improvement.
·         Supporting digital transformation for customer experience through an agile approach
·         Moving from waterfall into Agile DevOps model: Outlining the Business Agility framework
·         Scaling up the initiative by developing the capabilities throughout planning and execution stages
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Samantha Bureau-Johnson

Vice President, Business Process Excellence & Project Management Offic
Blue Cross and Blue Shield of North Carolina

Track O: People & Culture Excellence

11:10 am - 11:35 am Case Study: Driving large scale global transformation in a customized, low volume global business: An Allianz case study
Nigel Leppitt - Global Head of Organisation and Business Transformation Allianz Global Corporate & Specialty SE
Nigel will take you through how a traditional insurance company has sought to drive operational excellence and IT transformation in parallel and also explore the impact of culture on successful outcomes.
·         Running at full stretch – models for helping the business absorb culture, process and technology changes in parallel
·         The 3 Cs – Context, Capability and Control - Just how important is methodology and recognition of business context and maturity?
·         Agility v Governance – How can you be agile and still know what you are doing? How a traditional company is adopting agile and bi-modal delivery
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Nigel Leppitt

Global Head of Organisation and Business Transformation
Allianz Global Corporate & Specialty SE

Track P: Customer Excellence

11:10 am - 11:35 am Change in eCommerce: Adapting strategies to survive and grow online
Dallas Clarksean - Chief Operations Officer FUN
·         Growth story of a specialty eCommerce start up
·         The slow death of wholesale
·         The need for niche retail
·         Amazon as a channel and competitor
·         Reinventing yourself can be a core competency
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Dallas Clarksean

Chief Operations Officer
FUN

11:35 am - 11:40 am 5 minutes changeover

Track M: Strategy & Process Transformation

11:40 am - 12:05 pm Commercial Efficiency: Drive high Growth and value
Jennifer Hurst - Business Process Improvement Centre of Excellence Leader Nielsen
Susanna Watson - Lead Process Improvement Partner Nielsen
Fitting more of what matters into our day can improve associate engagement and grow profits. We’ll look at how Lean concepts were applied to client service teams across six countries to:   
·         Measure opportunities to gauge the size of the prize
·         Leverage local and cross-country ideas to deliver the most impactful solutions
·         Generate excitement through communications and change management
·         Sustain changes with local governance and key metrics
·         Free up time to reinvest in revenue-generating activities  
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Jennifer Hurst

Business Process Improvement Centre of Excellence Leader
Nielsen

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Susanna Watson

Lead Process Improvement Partner
Nielsen

Track N: Technology Excellence

11:40 am - 12:05 pm Case Study: A data driven end to end digital and process transformation: Implementing journey mapping, continuous improvement with analytics
James Forrest - Managing Director, Consumer Banking Operations JP Morgan Chase
·         The changing role of data and analytics in process reengineering
·         Sharing examples on analytics driving process optimization
·         Developing enterprise wide analytics capabilities
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James Forrest

Managing Director, Consumer Banking Operations
JP Morgan Chase

Track O: People & Culture Excellence

11:40 am - 12:05 pm Deliver change in a different way: Leveraging LSS, Robotics, Analytics and Business Architecture
Natalie Juryta - Head Innovation Delivery Yorkshire Building Society
·         Design the building blocks of your change delivery based on your transformation strategies
·         When does Robotic Process Automation make the biggest difference?
·         Turning the way you look at change from big projects into faster, more sustainable ways
·         Follow through change lifecycle to ensure engagement and sustainability
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Natalie Juryta

Head Innovation Delivery
Yorkshire Building Society

Track P: Customer Excellence

11:40 am - 12:05 pm Panel Discussion: Rethink and transform customer experience in the digital age
Sunil Deshpande - Director, Analytic, Automation and Reengineering PNC
·         Gain a deeper understanding on customer behaviors through advanced analytics
·         What is digital enabling us to do in the customer experience front?
·         Reengineer customer experience through with a process excellence mindset
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Sunil Deshpande

Director, Analytic, Automation and Reengineering
PNC

12:05 pm - 12:10 pm Move back into the Plenary Room

12:10 pm - 12:50 pm PLENARY KEYNOTE: OPEX Week Hall of Fame Panel Discussion: The Past, the Present and the Future of Operational Excellence and Business Transformation

Garret J. Etgen - Ph.D., Senior Director and Six Sigma Champion, Lilly Research Laboratories Operations Eli Lilly and Company
Rick Hepp - President Enterprise Excellence Services, LLC
This special panel is organized as a reunion of some of our outstanding past keynote speakers and advisors to provide a unique and special perspective on what has changed in the past 20 years and what can we look forward to in the next 10 years.
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Garret J. Etgen

Ph.D., Senior Director and Six Sigma Champion, Lilly Research Laboratories Operations
Eli Lilly and Company

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Rick Hepp

President
Enterprise Excellence Services, LLC

12:50 pm - 2:00 pm End of OPEX Week: Business Transformation Summit 2019

Post-Conference Afternoon Masterclass 1: Women in Leadership

2:00 pm - 5:00 pm WOMEN IN LEADERSHIP: CRACKING THROUGH THE GLASS CEILING
Teresa Logue - Head of Lean Management Zurich North America
3rd year running, women in leadership masterclass has become an integral part of OPEX Week as we see more and more female leaders rise to the top and break the glass ceiling. Our prestigious female leader panellists will share their personal journeys and practical tips to inspire and help you accelerate your leadership skills.
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Teresa Logue

Head of Lean Management
Zurich North America

Post-Conference Afternoon Masterclass 2: Manufacturing & Supply Chain Excellence

2:00 pm - 5:00 pm MANUFACTURING & SUPPLY CHAIN EXCELLENCE
Rick Hepp - President Enterprise Excellence Services, LLC
This masterclass is dedicated to exploring best practices and dynamic strategies of implementing lean in the digital manufacturing and supply chain era. Join this session and find out how leading manufacturers are bridging operational excellence with industrial 4.0.
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Rick Hepp

President
Enterprise Excellence Services, LLC

Post-Conference Afternoon Masterclass 3: Innovation & Design Thinking

2:00 pm - 5:00 pm INNOVATION & DESIGN THINKING
Mehul Mehta - Director, Process Excellence & Innovation Verizon
If you have done enough improvement and would like to leap into the world of innovation, join this masterclass to learn a hands-on approach to rethink innovation and problem solving through the design thinking methodologies and mindsets.
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Mehul Mehta

Director, Process Excellence & Innovation
Verizon

Post-Conference Afternoon Masterclass 4: Advanced Analytics Delivering BPM Success

2:00 pm - 5:00 pm ADVANCED ANALYTICS DELIVERING BPM SUCCESS
The sheer amount of data available today presents a golden opportunity drive process and customer insights to fuel their business transformation. Combining advanced analytics with BPM approach is ever more important for driving process excellence. Join this masterclass to find out how this can be done.