The Operational Excellence in Financial Services Summit

Join over 150 VPs, SVPs and Heads of Operational Excellence, Performance and Operations in New York to learn how to prioritize and implement OE plans to focus on the highest-impact items that will confront continuous regulatory changes, leadership and culture and increased customer expectations in the financial services.

Now in its 10th year, it has become the only Operational Excellence event for those working in the financial service industry. Taking place March 7 – 9, 2016 in New York the summit will showcase the most ground breaking and innovative OpEx projects from the financial services industry including American Express, Citi Bank, Bridgewater Associates, UBS, Bank of America, Guy Carpenter, BBVA Compass, Bank Leumi, Webster Bank, Paychex, BNP Paribas, Bayview Loan Servicing.

Attendees will learn how to successfully increase efficiency and value in their organization, specifically how to:

Create a systematic approach that measurably improves the customer experience
Identify what your most important operational processes required for transformative change
Build a culture of sustained continuous improvement
Effectively deploying an OpEx leadership strategy
Capture the VOC to use it to enhance processes
Upgrade processes seamlessly with new technology

Time: 3:00 am - 11:00 am

Price:
Register and Pay By January 22, 2016: USD 1899
Register and Pay By February 19, 2016: USD 2099
Standard Price: USD 2499

Speakers: Tammy Alvarez, Senior Vice President, Operations, Bank Leumi, Burcu Bacioglu, Process Development Supervisor, Turkey Garanti Bank, Angela Cooper, Director of Operations Management, Benefit Solutions Division, Mutual of Omaha, Russell Danziger, Senior Vice President, Global Change Management Office, Guy Carpenter, Dietrich Fisher, SVP - Director, Business Transformation and Process Strategy, BBVA Compass, Jeff Gandolfi, Commercial Director, TranZ Future and Change and Development Director, IBLS International, David Hadd, Vice President Corporate Continuous Improvement, Webster Bank, Leslie Henckler, Senior Business Process Improvement Manager, Paychex, Alan Hester, Business Process Manager, Freedom Mortgage, Richard Hines, Head of Lean Transformation for North America, BNP Paribas, Mitchell Kaufman, Senior Manager | Program Management | Operational and Continuous Improvement, Societe General, Dalchand Laljit, Vice President - Service Quality and Process Excellence, American Portfolios, Paul M. Ndaita, Manager Business Process, National Bank, Matthew Morgan, Head Of Business Systems & Improvement, Bridgewater Associates, Bill Murphy, Director, Change Leadership, Travelers Insurance, Richard Olivieri, Vice President, Operations Engineering, Bayview Loan Servicing, David Palmieri, Managing Director - Head of Reengineering Strategy / Continuous Process Improvement, BNY Mellon, John Roth, Independent Process Excellence Practitioner, Independent, Gunilla Sundstrom, Director, Global Sourcing, Global Head Process & Governance, Deutsche Bank, Prasant Tangirala, Senior Vice President, Operational Risk and Compliance, Bank of America, Jon Theuerkauf, Managing Director and Head of Performance Excellence, BNY Mellon, Mark Waight, Director Operational Excellence, Edward Jones, Joyce Wells, Senior Vice President of Strategy, Transformation and Execution Leader Shared Services, Citi, Julian Ybarra, Associate Director of Business Design and Effectiveness, UBS AG, Cranston Darris, Lean, Performance Improvement & Operational Excellence Lead, New York/New Jersey Healthcare Network, U.S Department of Veterans Affairs, Jaclyn Ryan, Vice President, Strategic Planning & Business Intelligence - Enterprise Growth, American Express Greg Hafner, Vice President Customer Service & Operations, MetLife