March 18 - 20, 2019 | The Roosevelt, A Waldorf Astoria Hotel, New Orleans, LA

Specialized Focus Day

9:00 am - 9:30 am Registration & Welcome Coffee

9:30 am - 9:55 am Chair's welcome address to Intelligent Automation Day

Chris Harris - Principal, Business & Operations Improvement Practice, EY
The financial services industry is experiencing dramatic change, from the impact of digital on customer expectations to the relentless pressure of achieving operational excellence in an increasingly competitive world. As we strive to find coherency in the new ways of working, we re-evaluate our business models for greater efficiency and opportunities to innovate, all with the aim to differentiate and grow. Throughout the course of today, we have the privilege of riding along on the journeys our peers have experienced in their adoption of intelligent automation. To facilitate the day, we are joined by Chris Harris, the national leader of EY's Business & Operations Improvement practice supporting the transformation agenda of EY financial services clients, including their ambitions in intelligent automation.


Chris Harris

Principal, Business & Operations Improvement Practice

9:55 am - 10:25 am Build the infrastructure capable of scaling RPA

Robotic Process Automation (RPA) has been redefining labor and business  strategies thanks to the introduction of the virtual workforce. Using RPA platforms to automate processes is relatively straight forward – the challenge lies in sustaining an automation-enabled operating model, and managing the new environment to ensure responsiveness to constantly changing business requirements.
• Develop the technological infrastructure capability to support scale up
• The importance of governance to drive compliance, controls, audit and measuring success
• Identify substantial cost savings and revenue generation opportunities using RPA
• Further explore where AI can leverage and augment RPA opportunities

10:25 am - 10:55 am Ensure your organization’s readiness for intelligent automation

Adrienne Hill - Vice President, American Express
• Lessons learned in aligning your legacy systems with your intelligent automation initiatives
• Understand clean data for your transformation framework
• Assist integration with an agile mind-set culture


Adrienne Hill

Vice President
American Express

10:55 am - 11:25 am Identify practical applications of Artificial Intelligence in financial services

Ankana Carpenter - Vice President, Business Transformation, TD Bank
• How to get AI ready – being able to distinguish fact from fiction
• Discover whether you need to redefine the roadmap of your business processes to support
AI development
• Identify use cases of AI to promote tactical continuous improvement

Ankana Carpenter

Vice President, Business Transformation
TD Bank

11:25 am - 11:55 am Networking & Coffee Break

11:55 am - 12:40 pm Think Tank A: Business intelligence and data driven process improvement

• Tackle poor data discovery and its negative impacts
• Knowledge management systems to enable tangible intelligence
• Filter through the noise and improve decision making

11:55 am - 12:40 pm Think Tank B: Achieve the value of RPA: Define and realize actual business cases

Jermaine Everett - Robotic Process Automation COE Manager, AIG

Jermaine Everett

Robotic Process Automation COE Manager

11:55 am - 12:40 pm Think Tank C: MasterCard’s lessons in building a data science practice practice for your intelligent automation framework

Wally Lo Faro - Principal Consultant, Data Scientist, MasterCard
Melinda Rolfs - Senior Director, Data & Analytics, Mastercard
• Establish an engagement model to drive understanding between data and business
• The importance of developing close partnerships to identify gaps and minimize operational risk
• Educate on added value through use cases to change perceptions and encourage collaboration


Wally Lo Faro

Principal Consultant, Data Scientist


Melinda Rolfs

Senior Director, Data & Analytics

11:55 am - 12:40 pm Think Tank D: How First United Bank overcame the challenges of redesigning their data approach

Jon Beller - Senior Vice President, Operational Excellence, First United Bank
• Lessons learned in becoming data driven and developing an agile approach
• Cultural challenges – the need to educate and advance the through process
• Identify a data governance structure in order to support the business strategy and security
• Prep the data floor for automation and triggers for operational excellence


Jon Beller

Senior Vice President, Operational Excellence
First United Bank

12:40 pm - 1:55 pm Lunch Break

1:55 pm - 2:25 pm Tackle implementation challenges within a large-scale organization, like the Federal Reserve

• Encourage a product-mindset to drive an entrepreneurial culture
• Ensure governance throughout the implementation process to account for accountability
• Virtual infrastructure or server based – identify the best solution to enhance agility
• Understand your risk of falling behind - tactical vs strategic solutions

2:25 pm - 2:55 pm Future of Work: How to prepare your human workforce for Intelligent Automation

John Mansfield - Senior Vice President, Operations Practice Lead, Fidelity Investments
As businesses within the financial services industry strive to establish significant change through Intelligent Automation and digital transformations, organizational roles, responsibilities, skills, competences and capabilities will be impacted. Intelligent Automation can enable innovation and eliminate waste but is the workforce ready for the change? Are the associates, and the leadership team, prepared, engaged, empowered and committed? If not, your intelligent automation may not be as smart as you think. To ensure success, John at Fidelity Investments, combines several change management frameworks and techniques that have proven to create sustainable change.
·    Understand the importance of addressing workforce behavior in order to deliver successful Intelligent Automation
·    Learn how classic change management frameworks can be used to prepare and influence your workforce during your journey
·    Define a workforce strategy and a change management plan that proactively manages change and creates high impact Intelligent Automation

John Mansfield

Senior Vice President, Operations Practice Lead
Fidelity Investments

2:55 pm - 3:25 pm Creative mentality: operational excellence and combatting cyber crime

Timothy Zeilman - Vice President, Global Product Owner - Cyber, Hartford Steam Boiler - Munich RE
As technical security becomes stronger, hackers increasingly look to exploit weaknesses in internal processes and employee training.  

Learn about the new strategies that cyber criminals are employing, particularly in the area of cyber fraud, and the steps firms in the financial services industry can take to protect themselves and their customers.

· Understand the vulnerabilities inherent in process weaknesses
· Re-design processes for cyber security
· Implement enterprise security culture for sustainability


Timothy Zeilman

Vice President, Global Product Owner - Cyber
Hartford Steam Boiler - Munich RE

3:25 pm - 3:55 pm Networking Refreshment Break

3:55 pm - 4:40 pm Think Tanks: Part Two (choose your second topic)


Chris Harris

Principal, Business & Operations Improvement Practice