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 

Frank van Geffen

Frank van Geffen

BI Translator for Data & Analytics, Rabobank

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

Wednesday 13th April 2022 | 10:00 - 10:45 am

Biography

Implementing Self Service Process Mining Capability for Rabobank

Elizabeth Turner

Elizabeth Turner

Senior Manager Technology, TPG

Digital Workplace Transformation Live - A Virtual Conference

Wednesday 30th March 2022 | 09:00 - 09:45 am

Biography

Elizabeth Turner is a senior technology manager utilizing Knowledge Management (KM) capabilities at a global alternative assets firm in Fort Worth, Texas. She employs a three-tier approach of program management and process consulting, product/service management, and the power of human connection to bridge technology and business.

Elizabeth is the Smithsonian Libraries’ appointee to the International Federation of Library Associations (IFLA) KM Section Standing Committee and chaired its 2017 Open Session in Wroclaw, Poland. In 2019 she co-presented an AI software demonstration for libraries at the IFLA KM Satellite Meeting at the Ionian University of Corfu, Greece. She is a 2020 Co-chair for the KM Satellite meeting at Trinity College, Dublin and serves as Information Coordinator to the Section.

Recognized in 2018 as speaker of the year by the DFW Knowledge Management Community of Practice, she has given KM-focused presentations around the US and internationally to audiences of hundreds.

She is also a classically trained ballet dancer and performed 2011-2018 in contemporary works by the nonprofit Momentum Dance Company based in Irving, Texas.

Niloofer (Darbary) Narendran

Niloofer (Darbary) Narendran

Director, Transformation Management, Fiserv

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

Tuesday 12th April 2022 | 12:00 - 12:45 pm

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.

Bill Wong

Bill Wong

AI and Data Analytics Leader, Dell Technologies

Digital Transformation Excellence World Summit (BTOES DIGITAL)

Thursday 16th December 2021 | 11:30 - 12:00 pm

Biography

Bill Wong is currently the AI and Data Analytics Practice Leader for Dell Technologies responsible for supporting Canadian commercial businesses and public institutions. He spends his time developing AI strategies for firms, providing guidance on how to accelerate AI development, worked with universities in advancing AI research, and publishes a quarterly AI newsletter focused on AI adoption in Canada.

Previously, Bill has held roles an enterprise architect in consulting and AI and analytics roles in development, and product management during his tenure at Dell, Microsoft, Oracle, and IBM. He also published numerous books and whitepapers on advanced analytics and data management and often speaks at conferences.

Jim de Vries

Jim de Vries

Managing Partner, Enhance International Group

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

Tuesday 14th December 2021 | 10:30 - 12:00 pm

Biography

Jim de Vries is a skilled thought leader with more than 30 years of experience helping clients achieve their desired outcomes through his ability to facilitate teams and drive improvement. His experience encompasses financial, commercial, CRM, services, IT, call centers, security, transportation, automotive, power systems, oil and gas, nuclear energy, research and development, government, and electronics industries.

Ashish Nigam

Ashish Nigam

Chief Information Officer and Chief Technology Officer, PTC India Financial Services Ltd (PFS)

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

Wednesday 13th April 2022 | 12:00 - 12:45 pm

Biography

Ashish Nigam is entrusted with responsibility of leading advisory services at PFS. He brings more than 20 years of experience in multiple domains catering to development of various sectors related to economic infrastructure such as cement, chemical, power, road transport, mines etc. and social infrastructures such as education, labour, women & child welfare, health etc.. he has served majorly for Central & State Governments and multilateral agencies (such as UNDP, The World Bank, GIZ, DfID etc). Ashish completed his Bachelors in Technology (Chemical) from Harcout Butler Technical University (formerly HBTI), Kanpur and Post Graduate Diploma in Business Management Studies from K. J. Somaiya Institute of Management Studies and Research, Mumbai. He has worked with Accenture, PricewaterhouseCoopers, Balmer Lawrie & Co Limited etc in his earlier stints and has experience of operational excellence, PPP modelling, technology and security consultancy for both private and public sector clients.

Having also worked in process reengineering and information systems audit related activities he is also equipped with Information Systems and IS Security domain. He is also the CIO / CTO of the Company

Jennifer Rogers

Jennifer Rogers

Former Head of Learning at Anglo American,

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

Wednesday 13th April 2022 | 09:00 - 09:45 am

Biography

Experienced Learning executive with a demonstrated history of strategic workforce transformation and capability development. Specialization in complex, global, high risk-high compliance industries. Passionate about leading cutting edge innovation in the learning space, with particular attention to learning in the flow of work. 

Jesse Pearlman

Jesse Pearlman

Practice Lead - Jira Align, Cprime, Inc.

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

Tuesday 12th April 2022 | 09:00 - 09:45 am

Biography

Jesse helps organizations achieve true business agility by aiding them in applying Visibility into processes, practices, and market, to better understand their current state of Predictability and Responsiveness. Jesse enjoys the complexities of understanding systems and resolving root cause limitations to full performance and value.

Jesse has been an agilist and building high performing teams since the mid 80’s. From learning the true elements of Servant/Leadership in the Marines, to refining his facilitation and mediation skills with Jean Tabaka at Rally, to facilitating the Agile success of hundreds of companies across the globe from the podiums of Rally and AgileCraft (now Jira Align), regularly refining the basics of scaling agile and what it takes to be successful.

Cliff Tironi

Cliff Tironi

Executive Vice President - Strategic Accounts, Thinaer

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

Wednesday 18th November 2020 | 12:00 - 13:30 pm

Biography

Cliff Tironi is Executive Vice President - Strategic Accounts. Thinaer is an IoT platform that integrates actionable data from highly-calibrated sensors and real-time employee and client feedback to give their clients unparalleled insight into their operations, predictive analytics to see the future, and consultative business process redesign to get improved results. (https://thinaer.io/)

Prior to working with Thinaer, Cliff was the Manager of Performance Analytics at the Fox School of Business at Temple University.  At Fox, Cliff was the chief architect and co-creator of RoadMap™, a Microsoft-supported tool for students to visualize their progress on competencies across courses. 

Cliff understands the challenges of harnessing never-ending data—and the need to leverage it in imaginative yet impactful ways.  He regularly conducts data visualizations workshops to business professionals across all industries, coaching others to embrace a humanized mindset as a means to making data more relatable and, most importantly, actionable. 

 

Fluent in Spanish, Cliff earned his M.B.A. from Arcadia University and his B.S. in Marketing from Siena College. 

Devin Anderson

Devin Anderson

Product Strategy Coach, Cprime, Inc.

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

Tuesday 12th April 2022 | 09:00 - 09:45 am

Biography

Devin Anderson has been Chief Product Officer and Head of Product at multiple companies. As a product management leader for the last 15+ years, he has delivered enterprise IT solutions in endpoint management, endpoint security, and asset management totaling over $1B in sales. As a strategic product coach for Cprime he helps organizations be more strategic with their product teams.  He has coached and instructed companies across multiple market segments including security, hospitality, finance, government, software development, healthcare/pharma, education and many more.

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.

Tim Wigham

Tim Wigham

Head of Performance, Exceed

BTOES Cultural Transformation Live - A Virtual Conference

Wednesday 28th April 2021 | 09:00 - 09:45 am

Biography

Tim Wigham grew up in Southern Africa. He served in the British Commandos for eight years between 1992 and 2000 and departed as a Royal Marines Captain after serving on operations in Northern Ireland, West Africa, and the Caucasus.

In 2001, Tim completed his full-time MBA in Cape Town. His electives focused on strategy, leadership, and entrepreneurship.

Tim then started a business in South Africa which specialised in SME executive leadership breakaways across a range of industries, to help leaders build strong team cohesion, clear strategy, mission, vision, and authentic company values.

In the sports industry, Tim worked on mental toughness with several of the Springbok rugby players who went on to be World Cup winners in 2007.

Tim is currently the head of performance at Exceed in Aberdeen, Scotland. He has worked as a performance improvement expert in the energy sector since 2007. Exceed has provided performance solutions to over 30 offshore teams, including drilling and decommissioning projects for several Operators in the North Sea. These teams have all achieved exceptional results through their commitment to a proven process which includes a rig-based performance coach.

Tim is married and has three young children. He has lived in Scotland since 2012. His main interests include faith, family, fitness, reading, writing, and learning. He also enjoys blogging about inspiration.

Rias Attar

Rias Attar

Vice President – VP, Transformation, Integration, Project Management, Continuous Improvement, Caesars Entertainment

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

Wednesday 18th November 2020 | 10:30 - 11:00 am

Biography

Rias Attar is an accomplished operational excellence and project management professional. He is recognized for his ability to help strategize business architecture, identify areas to improve processes and outcomes, turn around businesses from deficient to profitability, champion continuous improvement efforts, deliver challenging cross-functional programs while working collaboratively with diverse types of stakeholders, lead and coach winning teams, and inspire staff to deliver ambitious results.

Mr. Attar has planned and executed transformational projects (Business and Technology) that contributed over $500M of combined EBITDA impact and is managing a portfolio of initiatives that adds between $200 and $300M of EBITDA annually. He established PMOs, led Lean and Six Sigma efforts, championed Change Management, ensured proper Governance while reducing Bureaucracy, and has set proper business directions while staying focused on motivating staff, inspiring trust and confidence, developing people’s skills, and generating enthusiasm.

Mr. Attar worked for different companies at a variety of industries such as: Michelin (Tires), Friede Goldman Halter (Oil & Gas) , DHL Express (Courier), and General Electric/Genworth (Mortgage Insurance), and Maple Leaf Foods (Food Processing and Supply Chain). Prior to working at Caesars (Entertainment/Hospitality), he spent a few years in the consulting business working with companies such as Danone Dairy (Food Processing), Steel Tech (Steel Manufacturing/Rolling Mill), Sport Master (Clothing/Retail), and dipndip (Chocolate F&B). 

Mr. Attar started his professional career in Finance as an FP&A analyst then moved to project management and operational excellence about 18 years ago. During that time, he worked/lived in Texas, Louisiana, Mississippi, New Jersey, Connecticut, New York, The Middle East, Toronto-Canada, and now in Las Vegas. 

Mr. Attar has a bachelor degree in Finance, got his MBA from University of Texas, and have a few certifications in project management such as (PMP) Project Management Professional, (ACP) Agile Certified Practitioner, and (CSM) Certified Scrum Master. He is also a Lean Six Sigma Black Belt (LSSBB).

Outside of work, Rias is a devoted family man with a wife and 3 kids. His best time is when he spends it with his kids playing board games, riding bikes, swimming, or just watching movies. Rias loves sport, tries to work out often, practiced Jiu Jitsu and Kick Boxing for years, and enjoys lap swimming every once and a while. He also loves music and plays the classical guitar.

Carol (Cee) Bunevich

Carol (Cee) Bunevich

VP Partnerships, Fusemachines

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

Thursday 14th April 2022 | 11:00 - 11:45 am

Biography

I am passionate about sharing my 20 years of sales and marketing experience with clients to help them drive growth, increase revenue and raise capital. I help companies identify how Artificial Intelligence can improve their business.

Throughout my sales management and leadership positions across global companies and start-up organizations, I have achieved a consistent record of top sales rankings. Whether creating innovative business development strategies, adapting to the changing sales landscape or building trusting customer relationships, I am able to increase revenue. Furthermore, I enjoy shaping company culture by training, coaching, and leading diverse sales teams who meet client needs and surpass goals.

Currently, I work with Fusemachines; helping them create and execute sales & partnership strategies. We are growing rapidly and targeting to increase our run rate to 500K monthly. I am expanding Fusemachines AI Education business in the Americas. We provide executive education, continuing education at colleges|universities and assist public and private high schools.

In addition to my consulting work, I helped launch the Enterprise Sales Forum and grew it from 1 group to 15 groups. Through this forum, I facilitate group meetings and secure speakers to educate members on effective sales strategies.

Specialties include sales management, coaching, revenue growth, consulting, culture, competitive positioning, new market penetration, event planning, consultative sales, sales negotiation, client support, big data, and artificial intelligence: Machine Learning, Deep Learning, Natural Language Processing & Computer Vision.

Dr. Bülent Uyaniker

Dr. Bülent Uyaniker

Founder, AI Scientist, DataSpeckle Scientific

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

Thursday 14th April 2022 | 11:00 - 11:45 am

Biography

Experienced physicist trained in Data Science, signal processing, Algorithm development, magnetic fields, polarization, electromagnetics, medical imaging, medical image segmentation, satellite geodesy, machine vision and machine learning, complex measuring devices, receivers, radio antennae, interferometers and detectors.

Skilled in every aspect of Algorithm and Software development, signal processing, statistical analysis and handling large data sets and encryption. Big data applications with drone based remote sensing thermal cameras. Knowledgeable on IT management and operating systems. Managed projects, led research and technical groups. Strong skills in building effective teams.

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.

Get Your Free Access Ticket Now

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

Get Your Free Access Ticket Now

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. 

Get Your Free Access Ticket Now

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 https://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. 

Get Your Free Access Ticket Now

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 https://insights.btoes.com/

Visit BTOES Insights

Get the Latest Info

Get the agenda as soon as it's released. Plus, announcements on the forward-thinking speakers and visionaries.  

Get Involved

Sheer Scale