Dr. Artur Preus
Lead Business Architect (Financial Crime)
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CEO, Global Excellence & Innovation
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Executive Director, Change Mobilization, J.P. Morgan
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Group Credit Manager
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Head - Operations and Enablement, Asia Service Centre
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Chief Product Owner Management Accounting
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Managing Director Global Digital Transformation and Integrated Intelligent Automation
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Vice President - Campaign Optimisation, Marketing Capability & Change
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Niloofer (Darbary) Narendran
Director, Transformation Management
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First Vice President, Strategy & Analytics
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Global HR Mergers and Acquisitions Leader
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Sr Director, Banking and Capital Markets
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AI and Data Analytics Leader
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Strategic Advisor, Banking & Financial Services
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Former Executive VP, Digital Transformation
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Senior Business Architect. Member of Business Architecture Guild and International Compliance Association.
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.
Sanjiv has 20 years of financial services and management consulting experience in driving strategic change across investment banking, custody & fund services, asset & wealth management, and insurance businesses. He has successfully driven business expansion programs for new products and regions, generated operational efficiencies achieving significant cost savings through better design, and accelerated time-to-market of change initiatives through the use of design capabilities and shared enterprise-scale technology solutions.
Within J.P. Morgan, Sanjiv leads a Business Process & Decision Management Center of Excellence and is a Product Owner of Task & Workflow Management systems.
Prior to his current role, Sanjiv led the Business Architecture and Technology Strategy group at Goldman Sachs and was a Principal in the Financial Services Industry Practice at Diamond Management & Technology Consultants (now PwC).
A motived and results driven Credit Manager with more than 20 years’ experience of leading and managing large credit management teams. Providing business expertise and support to assist business change and implement strategies and develop creative solutions that meet all stated objectives and targets. Consistently exceeds expectations in terms of personal and professional goals.
To obtain a new and challenging position, one that will make best use of current skills and experience and enable further personal and professional development.
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.
As the Chief Product Owner for Management Accounting I work with development teams in Germany and China to design, develop and test new editions of SAP S/4HANA Finance.
As the end-to-end process owner for Financial Planning and Analysis I work with customers from around the world to understand their strategy and needs and adopt our software accordingly. This can involve major collaborations lasting several years, smaller interactions to fix perceived functional gaps and working with user groups on topics such as usability.
I began my career as a linguist and still spend my day translating business requirements into technical specifications and then articulating the benefits of the latest and greatest functions to the wider business community.
I’ve written several books including SAP S/4HANA Finance: The Reference Guide to What’s New, First Steps in SAP S/4HANA Finance, Controlling in SAP ERP, and SAP S/4HANA Finance: Funktionen, Neuerungen, Migration.
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 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.
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.
Sayeed serves as First Vice President of Strategy & Analytics for Wells Fargo Advisors which is the financial advice and brokerage business of Wells Fargo. In this role, he leads strategic efforts around growing the business (measured by revenue, client assets and profit) and managing risks (ensure Financial Advisors act in the best interests of client, review investment portfolio risks, and reduce any legal and settlement costs).
He has 15 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. Prior to joining Wells Fargo, he managed $6 million annual revenue digital product component for IBM as a Technology Consulting and Strategic Planning Manager. He has been an invited speaker at multiple industry conferences (Digital Strategy, Financial Services & Technology) and academia. He has published 2 technical articles and filed a patent/disclosure. He also serves as a board member and committed leader for non-profit organizations (~ $100 million total annual budget) in the Greater St. Louis Area (Illinois and Missouri).
He is a Wharton Fellow at University of Pennsylvania - The Wharton School. He earned a master of business administration degree in finance and strategy 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.
Cara Bibbiani leads global HR Mergers and Acquisitions, driving Hewlett Packard Enterprise’s targeted use of M&A as a strategic growth lever to not only gain valuable IP, but also critical new talent for the edge-to-cloud, platform-as-a-service company.
Through her experienced team of HR Integration Project Managers, Acquired Employee Data Managers, and Strategic Consultants for Total Rewards, Onboarding, Change Management, and Culture & Experience, Cara delivers people integration strategies and solutions from pre-LOI through Business Day 1. Current focus areas include the shift to end-to-end virtual integrations in a COVID era, and positioning people issues and culture integration as key drivers of acquisition success over and above deal financials.
Since joining Hewlett Packard Enterprise in 2016 as part of the MBA Emerging HR Leaders Program, Cara has led acquired employee experience efforts for more than 15 acquisitions, spin-mergers, and divestitures, including the most recent integrations of Cray and Silver Peak. She has also headed up Strategy and Operations for 275+ Global Sales HR Business Partners and HR consultants at country level across global business units and functions, as well as supported company-wide global optimization initiatives and large-scale transformation efforts such as HPE Next.
Cara holds a BA in Journalism from the University of Maryland and an MBA in Global Management from UCLA Anderson, where she also earned distinction as class commencement speaker, Global Access Fellow, and Vice President of Women’s Business Connection. She currently serves on the Advisory Board for Operation Second Chance, a charity dedicated to wounded, injured and ill combat veterans and their families.
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.
I have had the opportunity to work with customers around the world implementing strategic and analytical-based solutions leveraging data as a corporate asset. Experience with data-centric and cloud technologies from my tenure at IBM, Microsoft, Oracle, and Dell. Previous roles have included cloud and enterprise architect, consultant, product and performance benchmarking manager.
Currently, I lead AI and Data Analytics initiatives at Dell Technologies and spend most of my time supporting customers from the financial services, retail, public sector, healthcare, and higher education industries. Customer AI projects have included: jointly developing the customer’s AI strategy, assessing AI accelerators, developing AI and data best practices, benchmarking deep learning algorithms, and jointly developing the technology roadmap with C-level executives, data scientists, and/or enterprise architects.
I have authored a number of articles, whitepapers, books on strategic data-technologies, and a currently the author and editor for a quarterly AI newsletter. Courses taught have included database management systems, systems analysis and design, accounting information systems, and strategic IT planning.
Mr Dheeraj Ahluwalia brings over 30 years of global financial services experience with core competency in Consumer Banking, Payments, Wealth Management and Digital Banking. Dheeraj is a US graduate having completed his undergraduate and MBA from Pittsburg State University with Summa Cum Laude honors.
Dheeraj spent 20 years in the US, worked for organizations like GE Capital, Qualcomm, Mastercard Worldwide and Bank of America. Besides having held global roles managing Asia Pac and EMEA, he has experience working in Asia with Standard Chartered and in the Middle East with First Gulf Bank, National Bank of Oman and Doha Bank. Dheeraj has headed up various teams in Products, Analytics, Marketing, Re-engineering, Customer Experience and Retail Transformation.
He has launched digital Banking across 3 continents with 4 different organizations leading the transformation of Retail banking and Customer Experience. He is very passionate about Digital, Customer Service and Consumer Banking, which is where he has been focused over the last decade in leading transformational initiatives creating E2E digital sales and service capabilities for various financial institutions redefining value propositions, customer experience and streamlining service delivery. His favorite phrase “I am not interested in technology, but very interested in what it can do for my customers, the business and shareholders”.
Previous Business Transformation & Operational Excellence Summit in Financial Services Live Speakers
Vice President Corporate Strategy Planning | Global Banking and Financial Markets
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Chief Operating Officer and Co-Founder, RE Royalties
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Dr. Artur Preus
Lead Business Architect (Financial Crime)
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Senior Manager Technology
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Senior Director, TFS Integrated Strategic Planning
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EVP - Client Success & Strategic Sales
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AVP, Improvement Change Leader
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Nuray Gurtekin Sen
Head of Business Excellence and Operational Transformation
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Senior Vice President of Client Operations and Card Services
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Chief Analytics Officer and Senior Consultant
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Head of Operational Excellence P&C BM
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First Vice President, Corporate Strategy & Strategic Planning
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Regional Sales Director-Southeast
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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.
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.
Senior Business Architect. Member of Business Architecture Guild and International Compliance Association.
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.
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 is Managing Partner of Thinaer. 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.
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 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.
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.
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.
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
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 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 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.