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

Join us for the 13th Annual OPEX in Financial Services Summit where this year we are lucky to find ourselves in the vibrant city of New Orleans. Now more than ever OPEX experts, change management & transformation leaders are being challenged by the rapidly evolving ecosystem that is the financial services industry.

With a customer-centric focus to revolutionize your business through people, process and technology, this year’s OPEX in Financial Services has the answers to your pain points.


2019 Speakers Include:

Jon Beller

Senior Vice President, Operational Excellence
First United Bank

Ankana Carpenter

Vice President, Business Transformation
TD Bank

Ryan 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

Jermaine Everett

Robotic Process Automation COE Manager

Alisha Kale

Vice President, Business Process Engineer
Wells Fargo

Jennifer Kessler

Senior Advisor, Global Business Continuity

Key Themes & Topics


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.


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


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


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


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 happening 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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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.


The Location

For the 13th Annual OPEX in Financial Services summit we find ourselves in the heart of the vibrant city of New Orleans, LA! The event is set a stone throws from the Louis Armstrong New Orleans International Airport finding ourselves in the heart of the world famous French Quarter. Mix business with pleasure and explore New Orleans!



Sponsors & Partners

2019 Sponsors Include:
2019 Sponsors Include:
2019 Sponsors Include:
2019 Sponsors Include:
2019 Sponsors Include:
2019 Sponsors Include:
2019 Sponsors Include:
2019 Sponsors Include:
2019 Sponsors Include:
Media Partners
Media Partners
Media Partners
Media Partners