The only event catering to OPEX & Business Transformation professionals in Financial Services

The 13th Annual OPEX in Financial Services took place in March 2019 in the vibrant city of New Orleans. An amazing meeting point for OPEX experts, change management & transformation leaders who are all being challenged by the rapidly evolving ecosystem that is the financial services industry. 

With a customer-centric focus to revolutionize business through people, process and technology, 2019's OPEX in Financial Services hosted the answers to your pain points.

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2019 Speakers Included:

Paul Arel

Global Technology Business Relationship Manager
WorldPay

Jon Beller

Senior Vice President, Operational Excellence
First United Bank

Ankana Carpenter

Vice President, Business Transformation
TD Bank

Ryan E. Davis

Senior Vice President, Procurement Management
Bank of America

Tina Dinger

Vice President Process Improvement & Program Management
Northwest Bank

Michael Dove

Vice President, Center of Process Excellence
PSCU

Alisha Kale

Vice President, Business Process Engineer
Wells Fargo

Jennifer Kessler

Senior Program Manager
Vanguard

2019 Key Themes & Topics

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Creating customer-centric business processes – today’s customer has increasingly become digitally focused and tech-savvy, which in turn has evolved their way of interacting and the expectations from a service provided.

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Technology adoption to drive increased efficiency, such as RPA, ML, data management tools, cognitive learning

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Execute actionable insights through data and analytics to – establish fact based decision making that support OPEX and customer demands.

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Develop and sustain compliance measures in order to meet ever-changing regulations

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Change management and leadership to deliver a seamless transition in new adopted methodologies and ways of working


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Who Attends




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What’s happens at OPEX FS?

A Variety of Learning Formats

OPEX in Financial Services boasts a wide range of learning formats including topic lead tracks, interactive discussion groups, workshops, panel discussions and more. All which can be customized to create the perfect agenda for you!

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Leading business professional speaking at OPEX in Financial Services

business transformation professionals enjoying drinks at OPEX in Financial Services

The Experience

You’re not just going be sat in a conference room at OPEX in Financial Services. There is plenty of time to work the crowd during our dedicated networking breaks and lunches, plus our exclusive evening drinks receptions.

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The Location

For the 13th Annual OPEX in Financial Services summit we found ourselves in the heart of the vibrant city of New Orleans, LA! The event was set a stone throws from the Louis Armstrong New Orleans International Airport finding ourselves in the heart of the world famous French Quarter. Delegates mixed business with pleasure and explored all New Orleans had to offer!

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New Orleans skyline home of Operational Excellence in Financial Services

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2019 Sponsors & Partners

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Media Partners
Media Partners
Media Partners
Media Partners