Business Transformation & Operational Excellence Summit in Financial Services Live - A Virtual Conference

The Premier Virtual Financial Services Gathering of Business Transformation & Operational Excellence Industry Leaders & Senior-Executive

Agenda

The Agenda will be developed throughout April & May, so check back regularly to get the latest update.

The business environment is changing faster than at any time in history, and smart organizations know that their company’s competitive advantage today and in the future will come only by transforming their business from end to end, function by function and process by process.

This event unlike any other event in the industry truly represents the NEW AGE of Operational Excellence.

Carefully crafted, the BTOES Financial Services agenda has been uniquely designed over 6 months of painstaking primary telephone research, to deliver exceptional content, to drive the best attendees, and become the most engaging event in the industry.

Speakers

Just Some of Our Outstanding Speakers 

Wendy Sherrock

Wendy Sherrock

Vice President Operational Effectiveness, Finastra

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Tuesday 17th November 2020 | 14:30 - 16:00 pm

Biography

Wendy's passion is founded on removing barriers and igniting new ways of thinking.  She started her performance improvement / change management career as a Six Sigma Black Belt at GE and has worked in multiple industries over the past 20+ years.  Today Wendy leads the Operational Effectiveness team and works across the organization to unlock people capabilities, optimize processes, and leverage systems to enable a world class customer, and employee experience.   

Finastra is a Fintech company that provides the broadest portfolio of financial services software in the world today—spanning retail banking, transaction banking, lending, and treasury and capital markets. 

Most hated phrase = "We've always done it that way."                            

Favorite Activity = Family Kanban Board huddles

 

Dr. Artur Preus

Dr. Artur Preus

Senior Business Architect (Digital Transformation) , Deutsche Bank

Business Transformation & Operational Excellence Summit in Financial Services Live - A Virtual Conference

Thursday 11th March 2021 | 11:00 - 11:45 am

Biography

Senior Business Architect. Member of Business Architecture Guild and International Compliance Association. 

Experienced in establishing and executing business architecture and operating models in banks and financial organisations.

Passionate about client-centric and client-driven transformation - and critical role of setting strategic business vision, as well as its translation into organisational, process, data and technology components
Janet Salmon

Janet Salmon

Chief Product Owner Management Accounting, SAP

Business Transformation & Operational Excellence Summit in Financial Services Live - A Virtual Conference

Tuesday 9th March 2021 | 12:00 - 12:45 pm

Biography

As the Chief Product Owner for Management Accounting I work with development teams in Germany and China to design, develop and test new editions of SAP S/4HANA Finance.

As the end-to-end process owner for Financial Planning and Analysis I work with customers from around the world to understand their strategy and needs and adopt our software accordingly. This can involve major collaborations lasting several years, smaller interactions to fix perceived functional gaps and working with user groups on topics such as usability.

I began my career as a linguist and still spend my day translating business requirements into technical specifications and then articulating the benefits of the latest and greatest functions to the wider business community.

I’ve written several books including SAP S/4HANA Finance: The Reference Guide to What’s New, First Steps in SAP S/4HANA Finance, Controlling in SAP ERP, and SAP S/4HANA Finance: Funktionen, Neuerungen, Migration.

José Pires

José Pires

CEO, Global Excellence & Innovation, Innovation & Excellence

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES18)

Wednesday 14th March 2018 | 20:30 - 21:15 pm

Biography

José Pires serves as the Global Excellence & Innovation (E&I) Leader for Andeavor Corporation, where he oversees the global identification, prioritization and execution of mission critical business improvements and innovations that add value to the company, business partners and external clients in multiple markets.

Prior to his current role, Pires held Excellence and Innovation leadership positions in large, global companies in the electronics (Sony), semiconductor (Cymer-ASML), food (Nestlé) and infrastructure (Black & Veatch) industries. Throughout his career, Pires developed and refined E&I as an award winning program for innovation, leadership development, strategy execution and value creation globally.

Pires is an advisory board leader and keynote speaker for several global conferences on innovation, operational excellence, leadership development, strategy execution, business transformation, customer engagement and growth acceleration.

He holds a Bachelor in Engineering Physics from the University of Kansas and a Master in Business Administration focused in Investment Banking and Entrepreneurship from the University of San Diego.

Sayeed Sanaullah

Sayeed Sanaullah

First Vice President, Corporate Strategy & Strategic Planning , Wells Fargo

Business Transformation & Operational Excellence Summit in Financial Services Live - A Virtual Conference

Wednesday 10th March 2021 | 11:00 - 11:45 am

Biography

Sayeed serves as First Vice President, Corporate Strategy & Strategic Planning at Wells Fargo. In this role, he a) leads corporate strategy and business strategy, b) develops executive presentation and communication for C-level leadership, the Board of Directors and external stakeholders/partners and c) delivers successful strategic outcomes by understanding business needs, partnering thoughtfully with lines of businesses and always driving for results that exceed expectations

He has 17+ years of leadership experience in financial services, banking, and technology industries in various functions of strategy, finance, M&A, marketing, sales, software products development, and technology promotion. He has increased profitability, generated growth, managed risk and led cultural change on multiple occasions. He has published 2 technical articles and filed a patent/disclosure. He also serves as a board member and committed leader for multiple non-profit organizations (~ $100 million total annual budget).

He is a Wharton Fellow at University of Pennsylvania - The Wharton School. He earned a master of business administration degree in strategy and finance from Washington University in Saint Louis. He also holds a bachelor of technology degree in mechanical engineering with minor in economics from Indian Institute of Technology Kanpur.  He is also a CFA charterholder.

Satya Upadhyaya

Satya Upadhyaya

Vice President - Campaign Optimisation, Marketing Capability & Change, Citi

Business Transformation & Operational Excellence Summit in Financial Services Live - A Virtual Conference

Thursday 11th March 2021 | 10:00 - 10:45 am

Biography

Satya is an experienced people leader and practioner strategically optimising and managing marketing process, marketing automation capability and governance. Currently he is the Vice President at Citibank Australia and has over the past 15 years and held Marketing Capability & Optimisation roles with  Accenture Australia, The Star Entertainment Group, Tabcorp, NRMA, Bankwest, and HSBC.

He has championed taking businesses on the journey from the present state to the future state through providing support, guidance and leadership with the understanding of business problem and connecting the dots across people, process and technology. campaign orchestration and decisioning engines - development and implementation of a data driven marketing culture with a shift from product siloed to customer first.

Shantanu Kodesia

Shantanu Kodesia

Head - Operations and Enablement, Asia Service Centre, Sun Life Financial

Business Transformation & Operational Excellence Summit in Financial Services Live - A Virtual Conference

Wednesday 10th March 2021 | 10:00 - 10:45 am

Biography

Shantanu has 25+ years of rich experience in diverse fields like Sales & Marketing in the Healthcare & Pharmaceutical industry, heading Operations and Customer Experience for eCommerce companies and leading businesses and P&Ls in the ITES space.

He has worked with companies like Eli Lilly, GE Capital International Services and IBM. For the last seven years, he has been working for Sun Life wherein he is the Head of Operations and Enablement.

He set-up a contact center in the Philippines and comes with a good experience of driving the use of Value Stream Mapping to Re-Engineer processes and identify opportunities for RPA to enhance productivity and improve client experience. 

Beverley Hartsorn

Beverley Hartsorn

Group Credit Manager, Adecco Group

Business Transformation & Operational Excellence Summit in Financial Services Live - A Virtual Conference

Wednesday 10th March 2021 | 12:00 - 12:45 pm

Biography

A motived and results driven Credit Manager with more than 20 years’ experience of leading and managing large credit management teams. Providing business expertise and support to assist business change and implement strategies and develop creative solutions that meet all stated objectives and targets. Consistently exceeds expectations in terms of personal and professional goals. 

Objective

To obtain a new and challenging position, one that will make best use of current skills and experience and enable further personal and professional development.

Niloofer (Darbary) Narendran

Niloofer (Darbary) Narendran

Director, Transformation Management, Fiserv

Business Transformation & Operational Excellence Summit in Financial Services Live - A Virtual Conference

Tuesday 9th March 2021 | 10:00 - 10:45 am

Biography

Niloofer Darbary, Director, Transformation Management at Fiserv Inc., is a seasoned professional, with more than 20 years of proven expertise driving strategic initiatives with significant top-line and bottom-line impact for global technology conglomerates.

Since joining Fiserv in 2016, she has lead multiple business innovation and transformation initiatives, around go-to-market strategies, improving customer experiences, and cost optimization.

Prior to joining Fiserv Inc, she was the transformation lead at Hewlett Packard Enterprise, and was involved in the design and execution of mergers & acquisitions, organization transformation and globaldelivery initiatives.

Her strengths include her ability to collaborate effectively and influence change, driving strategic prioritiesat the CXO level, as well as designing and executing on the framework to drive the change. She has aninnate understanding of diverse cultures, working across Asia Pacific, Europe, and Americas.

She has been invited to speak at the prestigious PMI National Conference in India in 2010 and the SPPR conference in Slovakia in May 2015. Niloofer is also one of the founding members of a global G6PDD-COVID-19 taskforce, focused on creating more awareness of an x-chromosome linked genetic mutation, that affects approximately 500 million individuals worldwide, and its role during the current pandemic.

Amit Kumar

Amit Kumar

Sr Director, Banking and Capital Markets, UiPath

Business Transformation & Operational Excellence Summit in Financial Services Live - A Virtual Conference

Wednesday 10th March 2021 | 09:00 - 09:45 am

Biography

Amit leads the Banking and Capital Markets Industry Practice and leads global efforts to enable UiPath's Financial Services clients automate their operations using both RPA and AI. Additionally he is responsible for building industry solutions for process automation for large banks leveraging both UiPath and alliance ecosystem with vertical AI/ML partners

An Ex Big 4 consulting leader, Amit has nearly 20 years of Process and Technology transformation focused on Banking and Capital markets firms across lines of business – retail, wholesale, wealth, markets.

Prior to UiPath, Amit built and led large consulting practices at several advisory firms – Infosys, PwC and Sapient. He is regarded as thought leader Robotics Process Automation, Machine Learning, Regulatory Reporting, Finance Transformation and Enterprise Risk and Compliance.

During this period, he delivered marquee client programs in all the major financial hubs across globe – NY, London, Tokyo, Hong Kong, Singapore and Dubai.

Amit holds an MBA and Bachelor of Engineering from University of Delhi, India.

Ahmed Hussain

Ahmed Hussain

Sr. Manager , Alliance Data

Business Transformation & Operational Excellence Summit in Financial Services Live - A Virtual Conference

Wednesday 10th March 2021 | 09:00 - 09:45 am

Biography

Cara Bibbiani

Cara Bibbiani

Global HR Mergers and Acquisitions Leader, HPE

Business Transformation & Operational Excellence Summit in Financial Services Live - A Virtual Conference

Thursday 11th March 2021 | 12:00 - 12:45 pm

Biography

Cara Bibbiani leads global HR Mergers and Acquisitions, driving Hewlett Packard Enterprise’s targeted use of M&A as a strategic growth lever to not only gain valuable IP, but also critical new talent for the edge-to-cloud, platform-as-a-service company.

Through her experienced team of HR Integration Project Managers, Acquired Employee Data Managers, and Strategic Consultants for Total Rewards, Onboarding, Change Management, and Culture & Experience, Cara delivers people integration strategies and solutions from pre-LOI through Business Day 1. Current focus areas include the shift to end-to-end virtual integrations in a COVID era, and positioning people issues and culture integration as key drivers of acquisition success over and above deal financials.

Since joining Hewlett Packard Enterprise in 2016 as part of the MBA Emerging HR Leaders Program, Cara has led acquired employee experience efforts for more than 15 acquisitions, spin-mergers, and divestitures, including the most recent integrations of Cray and Silver Peak. She has also headed up Strategy and Operations for 275+ Global Sales HR Business Partners and HR consultants at country level across global business units and functions, as well as supported company-wide global optimization initiatives and large-scale transformation efforts such as HPE Next.

Cara holds a BA in Journalism from the University of Maryland and an MBA in Global Management from UCLA Anderson, where she also earned distinction as class commencement speaker, Global Access Fellow, and Vice President of Women’s Business Connection. She currently serves on the Advisory Board for Operation Second Chance, a charity dedicated to wounded, injured and ill combat veterans and their families.

Who's Attending

Why Attend

BTOES Financial Service Live focuses on practical how to and what to for the Financial services Industry. Case-studies & cutting-edge thinking will provide you with need-to-know takeaways to accelerate your path of business transformation and operational excellence adoption to the next level.

Learn how the most progressive organizations in this space are rethinking and adjusting to prepare for the future, transform their businesses, and gain a competitive advantage.

The business environment is changing faster than at any time in history, and smart organizations know that their company’s competitive advantage today and in the future will come only by transforming their business from end to endfunction by function and process by process.

Practical insights, useful takeaways and templates you can utilise right-away - no matter your maturity. Separate what you really need to know from the useless chatter.

With over 2000 attendees expected, this event is the largest gathering of senior-level financial service executives across the entire Business Transformation & Operational Excellence ecosystem. 

With over 2000 attendees expected, this is not your typical virtual conference. Get ready to be immersed in a highly interactive educational experience, where you can deeply engage with the content and thought-leaders. 

You will hear cutting-edge content, practical advice and case studies with real-world solutions from thought leaders in Financial Services;  sharing best practice, strategies and views on implementing Operational Excellence to enable your Business Transformation for maximum impact with minimum disruption!

You’re on the path, but is it the right one? Whether you are new to OPEX, or at an advanced stage of maturity, BTOES: Financial Services Live will not only help demystify and guide, but provide you with practical take-away’s you can implement in your business immediately, allowing you to access the experience and knowledge of others to help ensure your implementation is rapid, cost-effective and sustainable.

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Financial services technology is currently in the midst of a profound transformation, as CIOs and their teams prepare to embrace the next major phase of digital transformation. The challenge they face is significant: In a  competitive environment of rising cost pressures, where rapid action and response is imperative, financial institutions must modernize their technology function to support expanded digitization of both the front and back ends of their businesses.

Furthermore, the COVID-19 crisis is putting immense pressure on technology capabilities (e.g., remote working, new cyber-security threats) and requires CIOs to anticipate and prepare for the “next normal” (e.g., accelerated shift to digital channels).

Practical applications of AI in Financial OPEX

Increasing business value and sustainable improvement through OpEx strategies

Operational Excellence, a Value-based systems approach

How to effectively implement and enable continuous improvement mindset within an organization?

Risk management improvements through OPEX

Establish proper metrics for your continuous improvement OPEX strategy

Design thinking approach

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This is a free to attend online conference.

The agenda and speakers will be updated regularly .

Places go very fast, so we highly recommend you register immediately.

Once registered, in May you will recieve an email containing your access details.

This conference is staged on an webinar elite platform, there will be no need to dial in, and you can join from any device. You will experience practical, how to, what to, case-studies and a highly engaging and educational Q&A environment where you can deeply engage with the content and the thought-leaders.

As part of the experience, you will have access to numerous content resources to download. 

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We produce the biggest and best events in the Business Transformation & Operational Excellence Industry, that are driven by a huge industry demand for a large-scale, cross-industry, future-focused topics that are energizing, inspiring, and engaging.

Please visit http://btoes.com/ to experience one of our live events. 

Ours event are an entirely fresh experience that define the ecosystem and are where the industry leaders gather to create the future. 

Each event brings together the best and brightest individuals & organizations from across key sectors to engage, network, benchmark and discuss the key challenges and future trends within Advanced Technologies, Impact of Digitalization, Operational Excellence, Lean, Six Sigma and Agile and its application & impact on Business Transformation, Innovation Execution, Agility, Customer Experience, Value Creation, Strategy and the very important challenges surrounding Leadership & Cultural Transformation. 

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BTOES Insights is a professional online content platform for Business transformation & operational excellence professionals. With exclusive content specifically targeted at answering the most pressing issues currently being faced by senior professional involved in continuous improvement, across all industries. We seek out the best, most relevant, original content from experienced industry thought leaders and experts.

Click here to download our research report - The Global State of Operational Excellence: Critical Challenges & Future Trends. 130 pages of the most comprehensive study of critical challenges and future trends within Operational Excellence. 

Our mission is to produce top-calibre, exclusive content in a variety of formats, with a focus on current challenges, new developments and future trends within the industry.

We are currently the primary online source, with over 200,000 subscribers and 47,000 visitors per month, representing the views of industry thought-leaders and experts, presenting the most innovative opinions, and the highest-quality pieces across all industries.

For more information, please visit http://insights.btoes.com/

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