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
 David Hadd
David Hadd
Vice President Corporate Continuous Improvement
Webster Bank
Jeff Gandolfi
Commercial Director, TranZ Future and Change and Development Director
IBLS International
 Leslie Henckler
Leslie Henckler
Senior Business Process Improvement Manager
Paychex
 Dalchand Laljit
Dalchand Laljit
Vice President - Service Quality and Process Excellence
American Portfolios
Sentis
Eric Michrowski
Chief Operating Officer, Americas and Europe
Sentis
 Matthew Morgan
Matthew Morgan
Head Of Business Systems & Improvement
Bridgewater Associates
 Paul M. Ndaita
Paul M. Ndaita
Manager Business Process
National Bank
John Roth
Independent Process Excellence Practitioner
Independent
 Bill Murphy
Bill Murphy
Director, Change Leadership
Travelers Insurance
 Jon Theuerkauf
Jon Theuerkauf
Managing Director and Head of Performance Excellence
BNY Mellon
 Joyce Wells
Joyce Wells
Senior Vice President of Strategy, Transformation and Execution Leader Shared Services
Citi
 Mark Waight
Mark Waight
Director Operational Excellence
Edward Jones
Rob Stewart
CEO
The Quality Group
Michael Heffner
Financial Services Practice Leader
Appian
Cranston Darris
Lean, Performance Improvement & Operational Excellence Lead
New York/New Jersey Healthcare Network, U.S Department of Veterans Affairs
Paul White
Head of Lean Academy
UBS
 Mitchell Kaufman
Mitchell Kaufman
Senior Manager | Program Management | Operational and Continuous Improvement
Societe General
Protiviti
Jason Goldberg
Director, Business Performance Improvement Payments & Retail Banking
Protiviti
Protiviti
Atul Garg
Managing Director, Financial Services Industry Business Performance Improvement Practice Leader
Protiviti
Oracle
Matthew Price
Senior Director Customer Experience Strategy & Design
Oracle
Signavio
Will Thomas
Vice President Sales- GM Americas
Signavio
Signavio
Tom Debevoise
Chief Evangelist for Business Decision Management
Signavio
Verint Systems
Donna Denehy
Leader, Global Contact Center & Insurance Business Strategy Team
Verint Systems
IBM
Francis Friedlander
IBM Worldwide Thought Leader
IBM
Verint Systems
Craig Seebach
Vice President, Back-Office Workforce Optimization
Verint Systems
 David Palmieri
David Palmieri
Former Managing Director - Head of Reengineering Strategy / Continuous Process Improvement
Financial Services
Phillip Lu
Senior Manager FSO Advisory Strategy, Growth & Transformation
Ernst & Young LLP
Adam Worobek
Director, Data Analytics Practice
Tallan
Gallahad Franklin
Director
Microsoft
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 Agenda


Sponsors & Exhibitors
Media Partners