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

Speakers

Chaitanya P B K

Director, Global Analytics and Research Center (GARC)

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Howard Tiersky

CEO

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Dr. Gail Ferreira

Enterprise Agile Leader

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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

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.

 

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.

 

Mark Hookey

Director | Finance Reinsurance

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Rhonda Choja

Executive Vice President, Operations

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Matthew Dodgson

Head of Global Solution Engineering

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Kasper Uhd Jepsen

SVP, Tribe Lead, Daily Corporate & Transaction Banking

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Bill Wong

AI and Data Analytics Leader

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Christopher Hodges

Intelligent Automation Leader

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Himanshu Agarwal

SVP

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Amit Wadhwani

Director, Global Operations

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William Genovese

Vice President Corporate Strategy Planning | Global Banking and Financial Markets

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Deidre Paknad

CEO & Co-founder, Workboard

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Oscar Stark

Chief Strategic Enterprise Architect

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Matthew Agnew

Director of Product Marketing

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Mark Chasan

CEO

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Allen Rodrigues

SVP Dept. of Corp Strategy

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Elaine Mannix

Global Insurance Leader

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Mark Hookey

Director | Finance Reinsurance, Swiss Reinsurance

Biography

Rhonda Choja

Executive Vice President, Operations, Libro Credit Union

Biography

Matthew Dodgson

Head of Global Solution Engineering , Blueprint Software Systems

Biography

Matthew Dodgson is Head of Global Solution Engineering at Blueprint Software Systems, supporting the delivery of Blueprint’s Enterprise Automation Suite, a modern and intuitive tool for scaling process automation initiatives to enterprise scale. He believes in delivering quality solutions to customers that drive change and value for their organization, and is passionate about helping teams to rapidly optimize, automate and digitally transform their organizations. Cultivated through a background in customer service, quality assurance and software engineering, he has seen first-hand that the best solutions require dedication, passion and support from the whole team. 

Kasper Uhd Jepsen

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

Biography

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.

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.

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.

Amit Wadhwani

Director, Global Operations, TransUnion

Biography

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.

 

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.

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)]

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.

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

SVP Dept. of Corp Strategy, US Bank

Biography

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.

Past Speakers:

Jim de Vries

Managing Partner

More about Jim

Elizabeth Turner

Senior Manager Technology

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Frank van Geffen

BI Translator for Data & Analytics

More about Frank

Ashish Nigam

Chief Information Officer and Chief Technology Officer

More about Ashish

Devin Anderson

Product Strategy Coach

More about Devin

Jesse Pearlman

Practice Lead - Jira Align

More about Jesse

Jennifer Rogers

Former Head of Learning at Anglo American

More about Jennifer

Niloofer (Darbary) Narendran

Director, Transformation Management

More about Niloofer

Cliff Tironi

Executive Vice President - Strategic Accounts

More about Cliff

Rias Attar

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

More about Rias

José Pires

CEO, Global Excellence & Innovation

More about José

Tim Wigham

Head of Performance

More about Tim

Carol (Cee) Bunevich

VP Partnerships

More about Carol

Dr. Bülent Uyaniker

Founder, AI Scientist

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Jim de Vries

Managing Partner, Enhance International Group

IT Infrastructure & Cloud Strategies Live - A Virtual Conference

Tuesday 6th June 2023 | 10:00 - 10:45 am

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.

Elizabeth Turner

Senior Manager Technology, TPG

Digital Workplace Transformation Live - A Virtual Conference

Wednesday 29th March 2023 | 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.

Frank van Geffen

BI Translator for Data & Analytics, Rabobank

Biography

Implementing Self Service Process Mining Capability for Rabobank

Ashish Nigam

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

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

Devin Anderson

Product Strategy Coach, Cprime, Inc.

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.

Jesse Pearlman

Practice Lead - Jira Align, Cprime, Inc.

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.

Jennifer Rogers

Former Head of Learning at Anglo American,

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. 

Niloofer (Darbary) Narendran

Director, Transformation Management, Fiserv

Cultural Transformation Live - A Virtual Conference

Tuesday 11th July 2023 | 09:00 - 09:45 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.

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. 

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.

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

Head of Performance, Exceed

Digital Transformation Excellence World Summit (BTOES DIGITAL)

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

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.

Carol (Cee) Bunevich

VP Partnerships, Fusemachines

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

Founder, AI Scientist, DataSpeckle Scientific

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.

Previous Business Transformation & Operational Excellence Summit in Financial Services Live Speakers

Peter Leighton

Chief Operating Officer and Co-Founder, RE Royalties

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Dr. Artur Preus

Lead Business Architect (Financial Crime)

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Elizabeth Turner

Senior Manager Technology

More about Elizabeth

Padma Nunna

Senior Director, TFS Integrated Strategic Planning

More about Padma

Cliff Tironi

Executive Vice President - Strategic Accounts

More about Cliff

Ewan Goddard

AVP, Improvement Change Leader

More about Ewan

Nuray Gurtekin Sen

Head of Business Excellence and Operational Transformation

More about Nuray

Patrick Law

Senior Vice President of Client Operations and Card Services

More about Patrick

Sebastian Risse

Head of Operational Excellence P&C BM

More about Sebastian

Michael Rivera

Chief Analytics Officer and Senior Consultant

More about Michael

William Genovese

Vice President Corporate Strategy Planning | Global Banking and Financial Markets

More about William

Sayeed Sanaullah

First Vice President, Corporate Strategy & Strategic Planning

More about Sayeed

Max Smith

Product Marketing

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Josh Prokes

Regional Sales Director-Southeast

More about Josh

Ahmed Hussain

Sr. Manager

More about Ahmed

Sanjiv Nathwani

Strategic Advisor, Banking & Financial Services

More about Sanjiv

José Pires

CEO, Global Excellence & Innovation

More about José

Sanjeev Agrawal

President and CMO

More about Sanjeev

Shefali Shah

Managing Director Global Digital Transformation and Integrated Intelligent Automation

More about Shefali

Satya Upadhyaya

Vice President - Campaign Optimisation, Marketing Capability & Change

More about Satya

Amit Kumar

Sr Director, Banking and Capital Markets

More about Amit

Shantanu Kodesia

Head - Operations and Enablement, Asia Service Centre

More about Shantanu

Peter Leighton

Chief Operating Officer and Co-Founder, RE Royalties, RE Royalties Ltd

Biography

Peter Leighton is an experienced renewable energy executive with over 20 years of experience in project development and mergers and acquisitions in the energy sector. He is the Co-Founder and Chief Operating Officer of RE Royalties, an innovative finance company specializing in renewable energy.

With climate change a pressing issue globally, RE Royalties has become an important source of capital for renewable energy projects. In 2016, RE Royalties officially launched as the first company to take the royalty-financing model, well proven in other industries, and apply it to the renewable energy sector. RE Royalties is a publicly traded company on the TSX Venture Exchange under the symbol “RE”.

Peter is the former President and Chief Operating Officer of Finavera, where he delivered $750 million worth of wind energy projects from the embryonic stages of development through to the ready to build stage. He also worked as the Chief Operating Officer of Accenture’s Business Services for Utilities, the Director of Clean Energy B.C. from 2010 to 2016, and Health Shared Services B.C. from 2009 to 2018. This year Peter was named as an Honouree to Canada’s Clean50 for 2020. Peter holds a Bachelor of Science Degree (BSc) in Geography/ Geology from Queen’s University and a Master, Business Administration (MBA) from the University of British Columbia.

Dr. Artur Preus

Lead Business Architect (Financial Crime), Deutsche Bank

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

Elizabeth Turner

Senior Manager Technology, TPG

Digital Workplace Transformation Live - A Virtual Conference

Wednesday 29th March 2023 | 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.

Padma Nunna

Senior Director, TFS Integrated Strategic Planning, TIAA - Teachers Insurance and Annuity Association of America-College Retirement Equities Fund

Biography

A Transformation Leader driving strategic business goals with tangible bottom-line results and sustainable operating model across large cross-functional teams with Product, Distribution/Channel, Customer and Finance perspectives. Leverages a broad skill set of Leadership, Management, Agile delivery methods, Consultative and Functional abilities on Strategy, Planning, Execution, Finance.
Incorporates exhaustive view in every strategy - Market Trends, Business & Financial Analytics, Information Services, Data Governance, Process Improvement, Operational Excellence, Shared Service Delivery - CoE Models, Organizational Design and Change Management, IT Strategy and Governance, IT Service Management. 

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. 

Ewan Goddard

AVP, Improvement Change Leader, Voya Financial

Biography

Through 15+ years leading as an operations executive, my diverse exposure to many industries, leaders, businesses and teams has armed me with a keen eye for opportunities to improve the overall financial performance of any operation, while sustaining high employee engagement and customer satisfaction.

At the core of my approach is people - fostering the healthy relationships and partnerships required to drive rapid improvement and innovative solutions to help drive the success of the organization. Alignment of people to the culture/behaviors required to drive the goals/mission of the organization is key. Ensuring all facets of improvement are synchronized to accelerate the attainment of desired outcomes helps create an environment that attracts and retains quality people, delivers customer-driven value, leverages competitive advantage and, ultimately, drives long-term sustainable financial health of the organizations I have worked with.

This is both my expertise and passion.
 

Nuray Gurtekin Sen

Head of Business Excellence and Operational Transformation, Siemens Financial Services

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

Thursday 15th March 2018 | 08:30 - 09:00 am

Biography

Nuray Gurtekin Sen is leading the Business Excellence and Operational Transformation function under Siemens’ Financial Services unit for the Americas Region. Before this role she took Global Process, Quality and Strategic Programs PMO function lead role more than 7 years in Siemens Corporate Technology Research in Digitalization and Automation.

Nuray possess 20 years of progressive experience and knowledge in Business and Process Transformation, Continuous Improvement, Change Management, Operational Excellence, Program Management, and Quality Management fields. She has gained broad expertise in production, service, project, and R&D businesses worldwide in life science, smart infrastructure, digital industries, energy management, and gas and sectors.

Just before her current role, Nuray took Global Process, Quality and Strategic Programs PMO function lead role more than 7 years in Siemens AG Corporate Technology Research in Digitalization & Automation in HQ Germany including all regions in China, India, Russia, Austria and Romania. Nuray managed several end-to-end enterprise level global process design, tool and system integration projects.

In her capacity as business excellence executive, she adapted business operating models for project management, technology research, SW development, service excellence and lean manufacturing best practices across the regions in Europe, Asia and US. Bringing process and organizational change experience, Nuray led business transformation and change management programs. Additionally she has planned and executed post-merger integration (PMI) and carve-in projects successfully for the Siemens Healthcare units in US, Germany, China and India. Currently Nuray is acting as internal consultant for Siemens global senior executives on process design and improvement, change management, business transformation programs.

Since 2014, she has been acting as Program Manager for multi-year strategic growth and Operational Excellence program resulted in significant impact to grow in US along with process performance, productivity and cost improvements. Nuray has B.S. degree in Food Engineering from Middle East Technical University in Turkey and MBA from New York University Stern School of Business.

Patrick Law

Senior Vice President of Client Operations and Card Services, Fiserv

Biography

J. Patrick Law is the Operations Chief of Fiserv’s Card Services Division. A creative, “out-of-the-box” thinker, client centric and employee engaged leader, Patrick is responsible for the daily operational management of 4,000 ATM/Debit/Network financial services clients. 

Sebastian Risse

Head of Operational Excellence P&C BM, Swiss Re

Biography

Sebastian is currently heading the operational excellence team for the Swiss Re's Property and Casualty Business Management organization. The team defines, implements and drives the operational excellence strategy for the in-force business of Swiss Re, focusing on making the operating model more efficient and effective.

With more than 20 years of experience in improving large scale organizations better, Sebastian brings his background from financial services, banking, retail and IT sectors. Focusing on the value-add an organization brings, leveraging experts and solutions to bring teams to the next level. Consultant, Operational Excellence expert and change manager who implemented organization transformation at global organizations such as Swiss Re, Credit Suisse, Citigroup, American Express, Home Depot and Target.

Sebastian holds a Master in Business Computing from the University of Paderborn, Germany, he is a Lean Sigma Black Belt and a certified Prosci Change Manager

Michael Rivera

Chief Analytics Officer and Senior Consultant, Thinaer

Digital Workplace Transformation Live - A Virtual Conference

Tuesday 28th March 2023 | 10:00 - 10:45 am

Biography

Michael Rivera is Chief Analytics Officer and Senior Consultant of Thinaer, an IoT platform thatintegrates actionable data from highly-calibrated sensors and real-time employee feedback to give organizations unparalleled insight into their operations, predictive analytics to see thefuture, and consultative business process redesign to get improved results. Thinaer empowers digital transformation by using the assets an organization already owns and engaging the people who matter most to an organization.

In addition to working at Thinaer, Michael is an Associate Professor of Strategy and Innovation at the Fox School of Business at Temple University. At Fox, Michael engages in leading-edge research in the areas of real-time feedback, strategic analytics and creativity/innovation. Michael was a co-creator of the DevelapMe platform, which is the core tool utilized in driving their digital transformation consulting.

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.

 

Sayeed Sanaullah

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

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.

Max Smith

Product Marketing, Celonis

Biography

Max has been focusing on understanding customer pains, their causes, and solutions for his entire career. Before joining the product team at Celonis, he spent 4 years as a product manager for a KYC software company helping financial services institutions remain compliant with regulations.

Today as a product marketer for Celonis, he continues to investigate the challenges that face financial services in 2020, and bring that insight to the greater product team to help develop solutions to overcome those unique challenges

Josh Prokes

Regional Sales Director-Southeast, Forward Networks

Biography

Josh Prokes is our Regional Sales Director for the Southeast region. He began his career at AT&T Wireless Services/Cingular Wireless holding numerous positions in Engineering, Planning, and Network Operations. Next, he joined Starent Networks as a Sales Engineer covering AT&T Mobility and later at Cisco Systems (Starent was acquired in 2010), where he led the effort for AT&T residential small cell (femtocell). During his tenure with Cisco, Josh also worked as a sales Account Executive serving both AT&T Foundry, AT&T Wi-Fi, and MEC lines of business. He then served as the Director of Sales- Americas for a Silicon Valley based start-up with emphasis on 3D beam-forming and Ma-MIMO technologies for wireless operators migrating to 5G technologies. Josh has a strong business and technical background, is a Cisco Networking Specialist (CNS), and has established C- level relationships within the Tier-1 SP and Enterprise community.

Ahmed Hussain

Sr. Manager , Alliance Data

Biography

Sanjiv Nathwani

Strategic Advisor, Banking & Financial Services, Signavio

Biography

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.

Sanjeev Agrawal

President and CMO, LeanTaaS

The Connected Healthcare World Congress (CHealthWorld)

Thursday 27th September 2018 | 11:50 - 12:10 pm

Biography

Sanjeev serves as the President and Chief Marketing Officer for LeanTaaS’s iQueue Division. Sanjeev was Google’s first Head of Product Marketing. Since then, he has led three successful startups - CEO at Aloqa (acquired by Motorola), VP Products & Marketing at TellMe Networks (acquired by Microsoft) and Founder & CEO at Collegefeed (acquired by AfterCollege). 

Sanjeev graduated Phi Beta Kappa with an EECS degree from MIT and also spent time at McKinsey & Company and Cisco Systems. Sanjeev is a Forbes contributor and also writes on his personal blog at http://medium.com/@saagrawa. He is an avid squash player and has been named by Becker's Hospital Review as one of the top entrepreneurs innovating in Healthcare.

Shefali Shah

Managing Director Global Digital Transformation and Integrated Intelligent Automation, JP Morgan Chase

Biography

An Operations and Technology Executive with over 25+ years of experience in Financial Services with expertise in operations, client service, business development, strategy and transformation. Visionary leader in Digital Transformation through adoption of emerging technology RPA, Intelligent Automation, Advanced Data Analytics, Machine Learning, Optical Character Recognition and Natural language processing. A result oriented leader with focus on data and design driven decision making with creativity and collaboration. Successful in leading strategy and transformation from inception to implementation. 

Satya Upadhyaya

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

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.

Amit Kumar

Sr Director, Banking and Capital Markets, UiPath

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.

Shantanu Kodesia

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

Biography

Shantanu has ~26+ 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, Dell, GE Capital International Services and IBM. For the last ~8 years, he has been working for Sun Life at their Asia Service Centre India, wherein he is the Head Operations. He set-up a contact center in the Philippines and comes with a good experience of driving the use of Value Stream Mapping to strategically Re-Engineer/Transform processes and identify opportunities for RPA to enhance productivity and improve client experience.

Shantanu is passionate about giving back to the society and also leads ‘Corporate Social Responsibility’ for his current organization.