Business Transformation & Operational Excellence 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 

Dr. Gail Ferreira

Dr. Gail Ferreira

Enterprise Agile Leader, Bank Of America

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

Tuesday 21st March 2023 | 12:00 - 12:45 pm

Biography

 

Gail is a transformation expert specializing in financial services who has led multiple digital agile transformations for large Fortune 50 clients. A natural leader, Gail has led initiatives for multiple enterprise level Fortune 50 organizations who need to navigate through complex problems. Gail loves to lead teams by creating new models for change, pulling in methodologies, processes and tools from lean and agile frameworks.
As a recognized agile technology thought leader, Gail has presented at multiple international conferences for the IEEE, Agile Alliance, and the Project Management Institute. Gail is a published author with books on agile transformation, technical leadership and research. Her latest book, titled “Leading the Empathic Enterprise” is a treatise for leaders and organizations who put people first.
Gail is a Personal Agility Ambassador, along with her multiple advanced certifications in Scaled Agile, Scrum, Kanban, Scrum at Scale, Disciplined Agile, LeSS and other scaling frameworks.
Gail has held a plethora of leadership roles, holding multiple board and advisory roles for organizations such as the Project Management Institute, Agile Alliance, Toastmasters, along with multiple internationally accredited universities.
When she is not behind the keyboard working, Gail enjoys hiking, sports, and outdoor activities. She also enjoys travel, having taken multiple international cruises in Europe, Asia, and the Americas.

 

Howard Tiersky

Howard Tiersky

CEO, From, The Digital Transformation Agency

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

Tuesday 21st March 2023 | 10:00 - 10:45 am

Biography

 

Howard is the Wall Street Journal bestselling author of Winning Digital Customers: The Antidote to Irrelevance which was recently listed by Forbes as “One of the ten most important business books of 2021.”
Howard was named by IDG as “One of The Top 10 Digital Transformation Influencers to Follow Today,” and by Enterprise Management 360° as “One of the Top 10 Digital Transformation Influencers That Will Change Your World.”
As an entrepreneur, Howard has launched two successful companies that help large brands transform to thrive in the digital age: FROM, The Digital Transformation Agency and Innovation Loft. Among his dozens of Fortune 1000 clients are Verizon, NBC, Universal Studios, JPMC, Morgan Stanley, the NBA, Visa, and digital leaders like Facebook, Spotify, and Amazon.
Prior to founding his own companies, Howard spent 18 years with Ernst & Young Consulting which then became part of Capgemini, one of the world’s leading global consulting firms, where he helped launch their digital practice.
Howard speaks regularly at major industry conferences and is proud to have been on the faculty of the NYU Tisch School of the Arts, his alma mater. He is a frequent contributor to CIO Magazine.

 

Chaitanya P B K

Chaitanya P B K

Director, Global Analytics and Research Center (GARC), Metlife

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

Tuesday 21st March 2023 | 11:00 - 11:45 am

Biography

Analytics leader with 15 years of experience in scaling up enterprise analytics teams to solve complex business problems. Worked extensively in consulting and product development / management. Specializations include: Data & Analytics strategy, Data science, Machine Learning, Artificial intelligence, Advanced analytics, Predictive analytics & modeling, Business intelligence, Data management & Governance, Big data on cloud

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.

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.

Rhonda Choja

Rhonda Choja

Executive Vice President, Operations, Libro Credit Union

Biography

Mark Hookey

Mark Hookey

Director | Finance Reinsurance, Swiss Reinsurance

Biography

Deidre Paknad

Deidre Paknad

CEO & Co-founder, Workboard, Workboard

Biography

Deidre Paknad has founded and led three tech startups, acquired companies and been acquired, and led a high-growth business as an executive at IBM for several years; this affords her a unique perspective on using both speed and scale to drive growth. In her role as CEO at WorkBoard, she works with senior leadership teams at some of the world’s largest companies to clarify, align, and drive strategic priorities with greater speed and agility.

She is a frequent speaker on outcome mindset and tapping into ambition. Deidre has over a dozen patents and has twice been inducted into the Smithsonian Institution for innovation. Goldman Sachs named her one of the 100 most intriguing entrepreneurs of 2019. Deidre hosts The OKR Podcast, which focuses on accelerating outcomes and fostering an outcomes culture.

Matthew Dodgson

Matthew Dodgson

Head of Global Solution Engineering , Blueprint Software Systems

RPA & Intelligent Automation Live - A Virtual Conference

Wednesday 15th March 2023 | 09:00 - 09:45 am

Biography

I believe in delivering quality solutions to customers that drive change and value for their organization. Cultivated through a background in customer service, quality assurance and software engineering I have seen first hand that the best solutions require dedication, passion and support from the whole team. 

Oscar Stark

Oscar Stark

Chief Strategic Enterprise Architect, Liberty Group Limited - Standard Bank

Biography

Oscar Stark is a seasoned IT executive and financial services veteran in banking and insurance, who focuses on driving the transformation that redefines organisations in a digital world. With a firm belief that through innovation organisations can outcompete, he has applied this philosophy to digitally transform business models and build the new capabilities that allow them to compete.

Through his work efforts he reshaped enterprise architectures, placing data at the centre as asset to be leveraged, while building the resilience that protects businesses. As a seasoned security professional of 17 years, he has applied his craft in various roles ranging from Enterprise Architect, CISO, CRO, CDO and now as Group Chief Strategic Enterprise Architect for Liberty Group, which forms part of the larger Standard Bank Group, largest banking group in Africa. [Qualifications: MCom, CISSP, ACE(MIT)]

Kasper Uhd Jepsen

Kasper Uhd Jepsen

SVP, Tribe Lead, Daily Corporate & Transaction Banking, Danske Bank

Biography

Amit Wadhwani

Amit Wadhwani

Director, Global Operations, TransUnion

Biography

Matthew Agnew

Matthew Agnew

Director of Product Marketing, Blueprint Software Systems

RPA & Intelligent Automation Live - A Virtual Conference

Wednesday 15th March 2023 | 09:00 - 09:45 am

Biography

For over 10 years, I have been a go-to resource for sales, marketing, communications, and product management in the technology sector. I love tackling new challenges and using my creative background to help organizations thrive in new and innovative ways.

Himanshu Agarwal

Himanshu Agarwal

SVP, Workboard

Biography

Himanshu brings >20 years of operating and strategic consulting experience to WorkBoard. Prior to WorkBoard, Himanshu was a partner at McKinsey & Company, where he spent over a decade working with senior leadership teams at some of the world’s largest companies across industries to develop strategic priorities and execute on them.

At McKinsey, he also advised SaaS companies in the areas of new product introduction, growth and business building. Before joining McKinsey, Himanshu was at Intel, where he helped launch new technologies. Himanshu has an MBA from Wharton, University of Pennsylvania, a Masters in Science from Georgia Tech, and a Bachelors in Technology from Indian Institute of Technology, Kanpur.

Elaine Mannix

Elaine Mannix

Global Insurance Leader, UiPath

Biography

Elaine is an Insurance industry change leader with over 20 years of experience. Her breadth and depth experience includes driving change at Fortune 500 insurance carriers as both an internal leader and as an external consultant.

Familiar with the entire Insurance value chain from Broker and MGA to Insurers and Reinsuers, she has led global teams in delivering large-scale transformation initiatives. Elaine brings critical insights about using emerging technologies such as intelligent automation and blockchain to deliver differentiated customer experiences. She is well known in the Insurance industry for helping customers transition from automation experimentation to the development of mature automation visions and strategies to achieve customer, risk, growth and cost objectives.

Hyperautomation is a game changer for Financial Services. We believe that in the future, people will work in tandem with robots, focusing on impactful initiatives rather than administrative tasks. Imagine getting the right data, to the right person, at the right time to make decisions.

Christopher Hodges

Christopher Hodges

Intelligent Automation Leader, Speaker, Consultant, Author

RPA & Intelligent Automation Live - A Virtual Conference

Thursday 16th March 2023 | 10:00 - 10:45 am

Biography

My name is Christopher, most call me Chris. I am the author of the upcoming "Noble Automation Now".

I am a former Intelligent Automation Leader for Accenture and Deloite and now an independent consultant and speaker. I work with business leaders who want to increase their profits while calming and motivating their people.

As a professional speaker and consultant, I train leaders how to profitably embrace Intelligent Automation and inspire their teams. In fact, For 25 years I have helped Global Fortune 500 companies to understand, apply and succeed with technology. I now speak and consult globally on successfully leading with automation.

As a result of my work, leaders achieve more innovation and motivate their teams all while profiting from intelligent automation.On a personal note, my Japanese wife has had me traipsing around the world looking for the next great soak for 30 years.

If your business needs automation and artificial intelligence and you are not sure how to implement without damaging your team, maybe we should work together - Now.

William Genovese

William Genovese

Vice President Corporate Strategy Planning | Global Banking and Financial Markets, HUAWEI TECHNOLOGIES CO., LTD.

Biography

William (Bill) is Vice President of Corporate Strategy, Research and Planning – Banking, Financial Markets and IT Services at Huawei Technologies, Shenzhen, China.  Bill’s responsibilities include the further development of Huawei’s Financial Services Industry Strategy with research and formulation of new solutions encompassing technology and business architectures, emerging technologies centered on AI/Anaytics, Blockchain, Mobile/Digital and IoT, and evolving business models in the FinTech / RegTech era across the financial services sector.

Bill is also Huawei’s representative and Co-Chair of the China Greater Bay Committee in the FinTech Association of Hong Kong, and a CTO and Executive Board Director for Saving Promise.

Prior to joining Huawei in 2016, Bill was a CIO and CTO for a Blockchain Strategy and Technology company in the US, and a Principal Advisor for a CIO Advisory Consulting firm. Bill has spent most of his 25 year career with IBM, KPMG, and Wells Fargo Bank, stationed in Europe, Americas, and Asia Pacific regions working holding various senior management roles such as CIO, CTO, Principal Technology Architect and Executive Architect. Bill holds multiple industry and professional certifications focused on full-scale enterprise architecture and technology in the Financial Services Industry.

 

Mark Chasan

Mark Chasan

CEO, Transformative Capital

RPA & Intelligent Automation Live - A Virtual Conference

Wednesday 15th March 2023 | 10:00 - 10:45 am

Biography

Mark Chasan is a regenerative whole-systems futurist, strategic advisor, mentor, and eco-social entrepreneur with a track record as:

  • a lawyer with over 35-years of experience in corporate, finance, business, media, renewable energy and technology (including cleantech, digital media, fin-tech, agtech, aquatech and distributed ledger technologies) (Chasan & Associates, Exemplar)
  • an Internet entrepreneur & innovator with a public exit (Founder & CEO of Emusic) and two M&As (Sharecomm and Publex Ventures)
  • a Fortune 25 executive (Leader of IBM’s Digital Media Consulting Practice)
  • a renewable energy and structured finance executive (VP of Business Development and General Counsel for Clean Fund)
  • a financial advisor and innovator who has participated in over $500 million of financial transactions.

 

Allen Rodrigues

Allen Rodrigues

SVP Dept. of Corp Strategy, US Bank

Biography

Erik Hille

Erik Hille

Solutions Marketing Director, NINTEX

Business Transformation & Operational Excellence Summit Healthcare Live

Tuesday 25th April 2023 | 09:00 - 09:45 am

Biography

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 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. 

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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 https://insights.btoes.com/

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