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27 – 29 March 2017 | NYC

Speaker insights

Hear a sneak preview of what to expect from some members of the 2016 speaker panel



Bill Murphy, Director Change Leadership, Travelers Insurance



What is the biggest challenge you are currently facing in your role, that you would like to see addressed at the conference?


Re-connecting with most of the executives and leaders who are sponsoring our transformational efforts. In the past two years, we’ve had turnover of virtually all the key business, IT and HR leaders who originally played the key sponsor champion roles for our initiatives. While the new people in
those roles aren’t opposed, it does require time and effort to inform them, then to “contract” with them so they’ll provide the required active, committed sponsorship to help with successful implementation.


How would you describe ‘good’ operational excellence in financial services?


You take the best practices from your own organization’s traditions, consider those of “best of breed” competitors in your own industry, research OE trends and developments across all industries, then
create your own “brand” of OE by using those practices and tools that are the best fit for your organization’s desired state. Then you establish a process to do this on a continual basis.


What solutions/products might you be interested in testing out at the event?


Those that are focused on facilitating the pr ocess of managing business transformation/organizational change management.




Julian Ybarra, Change Leader US PEX Center of Expertise - PCBI, UBS



What is the biggest challenge you are currently facing in your role, that you would like to see addressed at the conference?


How to move beyond PEX from a project by project basis to a 10 year or more strategic plan.


How would you describe ‘good’ operational excellence in financial services?


One that ties both senior and junior management to create a flexible and adaptable organization versus one that just maintains the status quo.


What solutions/products might you be interested in testing out at the event?


To hear about some of the leading edge tools available out there are working with Pharma or Space industries to create strategic plans.





Tammy Alvarez, First Senior Vice President Head of Service & Delivery, Bank Leumi USA



What is the biggest challenge you are currently facing in your role, that you would like to see
addressed at the conference?


Leveraging technology, business processes and associate development opportunities to keep the
entire organization aligned and productive during a period of enterprise wide transformation in a
dynamic business environment with continuous regulatory changes.


How would you describe ‘good’ operational excellence in financial services?


You know you have a ‘good’ handle on operational excellence when people within the organization
aren’t talking about it. When the organization is demonstrating ‘great’ operational excellence, it
creates a buzz and becomes a driver for client retention and business growth.


What solutions/products might you be interested in testing out at the
event?


I’m always interested in learning about the latest innovations in technology and business processes from firms who are taking the Omni channel strategy to the next level to drive business growth, higher operational efficiency and a better client experience