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2016 Speakers include:

Tammy Alvarez
Senior Vice President, Operations
Bank Leumi
Angela Cooper
Director of Operations Management, Benefit Solutions Division
Mutual of Omaha
 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
Vice President Corporate Continuous Improvement
Webster Bank
Leslie Henckler
Senior Business Process Improvement Manager
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
Matthew Morgan
Head Of Business Systems & Improvement
Bridgewater Associates
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
Vikas Tandon
Global Head AML Operations
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
 Julian Ybarra
Julian Ybarra
Associate Director of Business Design and Effectiveness

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, 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 have an operational excellence strategy and systematic approach in place that is measurably improving the customer experience?
  • How can you most effectively deploy a leadership strategy and manage 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?
  • Are you looking at 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 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.

Interested in getting involved in the event? Contact the Summit Director Niamh Gallagher at

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

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