IDGA

Become a Process Excellence Network Member and receive our weekly newsletter!

Quick Links

Download the Agenda

Sponsorship Opportunity

Become a Sponsor

Learn more about sponsor & exhibit opportunities

Read More

2016 Speakers include:

 Tammy Alvarez
Tammy Alvarez
Senior Vice President, Operations
Bank Leumi
 Russell Danziger
Russell Danziger
Senior Vice President, Global Change Management Office
Guy Carpenter
 Dietrich Fisher
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
David Hadd
Vice President Corporate Continuous Improvement
Webster Bank
 Leslie Henckler
Leslie Henckler
Senior Business Process Improvement Manager
Paychex
 Mitchell Kaufman
Mitchell Kaufman
Senior Manager | Program Management | Operational and Continuous Improvement
Societe General
 Dalchand Laljit
Dalchand Laljit
Vice President - Service Quality and Process Excellence
American Portfolios
 Paul M. Ndaita
Paul M. Ndaita
Manager Business Process
National Bank
Sentis
Eric Michrowski
Chief Operating Officer, Americas and Europe
Sentis
 Matthew Morgan
Matthew Morgan
Head Of Business Systems & Improvement
Bridgewater Associates
 Bill Murphy
Bill Murphy
Director, Change Leadership
Travelers Insurance
 David Palmieri
David Palmieri
Managing Director - Head of Reengineering Strategy / Continuous Process Improvement
BNY Mellon
John Roth
Independent Process Excellence Practitioner
Independant
 Jon Theuerkauf
Jon Theuerkauf
Managing Director and Head of Performance Excellence
BNY Mellon
 Mark Waight
Mark Waight
Director Operational Excellence
Edward Jones
 Joyce Wells
Joyce Wells
Senior Vice President of Strategy, Transformation and Execution Leader Shared Services
Citi
 Julian Ybarra
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
American Express
Jaclyn Ryan
Vice President, Strategic Planning & Business Intelligence - Enterprise Growth
American Express
Rob Stewart
CEO
The Quality Group
Michael Heffner
Financial Services Practice Leader
Appian
Protiviti
Atul Garg
Managing Director, Financial Services Industry Business Performance Improvement Practice Leader
Protiviti
Protiviti
Jason Goldberg
Director, Business Performance Improvement Payments & Retail Banking
Protiviti
Protiviti
Marleenee Washington
Associate Director, Financial Services Industry Business Performance Improvement Practice
Protiviti

Download 2015 Agenda

Sponsorship Opportunity

Navigating the route to accelerated efficiency and value in financial services

In recent years there has been an immense amount of increased pressure on the financial services industry to demonstrate measurable compliance, increase performance and customer service improvements. To achieve this, the emphasis is now that operational excellence is not about simply deciding to be better, excellence is a habit that results from millions of small acts, performed every day by your employees. As operational excellence has moved up the value chain in financial services, it is now more critical than ever to link strategy and customer feedback to operational processes whilst managing the cultural impact on your organization.

Ask yourself:

  • Do you currently have an operational excellence strategy and systematic approach in place that is measurably improving the customer experience?
  • Are you effectively deploying an OpEx leadership strategy and managing cultural changes?
  • Can you identify what your most important operational processes are – those that are required for transformative change?
  • Is your operational framework guiding employees toward repeatable, optimized behavior and habits at the moment?
  • Do you know the most efficient ways to link customer feedback to process improvement?


If you answered no to any of the above, then you need to be in New York this March. The 10th Annual Operational Excellence in Financial Services Summit is taking place in March, and promises an innovative and inspiring speaker faculty that will unveil their strategies and toolsets for embedding enterprise-wide operational excellence and creating habits that stick.

Whether you are currently struggling with workflow management, data and customer analytics, leadership engagement, business architecture, managing change or talent development (or all of the above), this year’s Operational Excellence in Financial Services Summit will help you go from passenger to driver in your quest for operational excellence.

Don't waste anymore time on OpEx strategies that may be costing your business time and money, reserve you seat today alongside Bank of America, BNY Mellon, Citi, BNP Paribas, Deutsche Bank and more.

Contact the Summit Director Niamh Gallagher at enquire@iqpc.co.uk

Download the full agenda here!


Your #1 PEX Event

1000+Past Attendees

110,000+Community Members

150+Attendees On Site in 2015

25+ Financial Service Thought Leader Speakers

What’s New at This Years #OPEXFS Summit?

We are excited to announce the eagerly anticipated agenda for the premier financial specific OPEX event is now ready.

Find out how BNY Mellon, Guy Carpenter, Bridgewater Associates, Webster Bank and Paychex will help you achieve accelerated efficiency and customer value.

Download the agenda here!

Driving Sustainable Enterprise-wide Transformation Through OPEX

PEX Network has surveyed over 900 Operational Excellence executives to understand the most ground breaking trends facing the OPEX community. Including biggest challenges, largest investment areas, focus of OPEX departments in 2016 and what factors most contribute to success. Benchmark yourself again the industry and learn what others are doing to ensure success in 2016.
Download report here!

Resource Center


Visit the Operational Excellence in Financial Services Resources Centre, where you will find industry reports, article and speaker interviews that will help you master the tools you need to achieve successful Operational Excellence initiative deployment across you business.

Visit Resource Center




Did you hear the buzz from our 2015 Summit? Take a look at what our attendees had to say!

“ This was very valuable as we are undertaking a very similar exercise at Moody’s. It was good to see where other organizations are in their process excellence journey.” Vice President,
Moody’s Investor Services

Sponsors & Exhibitors
Media Partners