March 25 - 27, 2019 | Austin, TX



"The event was very valuable. I thought there was a great breadth of experience from small and large companies with varying degrees of maturity."

Managing Consultant, NEOS

"First time attendee and found the networking with other professionals a great opportunity. I also enjoyed the insight to the new products and technologies that others are using or preparing to use."

Vice President CLA & PIPE, Farm Credit Illinois

"This event has been invaluable for productive networking. It gave us the opportunity to meet with peers – and allowed my team to further current partnerships and have conversations which probably would not have occurred otherwise"

Vice President, Global Leader - Operations & Supply Chain Consulting, IBM Global Business Services

"Great to be at a conference focused on Financial Services."

VP, Business Process Improvement, Zions Bancorporation

"Great networking and very good presentations."

Process Engineer, USAA

"The small group interactive discussion sessions were very valuable and informative."

Delivery & Process Optimization Strategist, First Citizens Bank

"It was a very productive interaction for me - I was able to gather insights from other presenters and participates and make good contacts."

Director, Change Leadership, Travelers

"Brought new perspective and valuable tools to light."

Business Process Analyst Lead, Country Financial

"Excellent dialogue among experienced practitioners. Really enjoyed it."

Vice President, JP Morgan

"This a great event. I will definitely participate again."

Senior Manager, Business Performance & Communications, National Bank

"Very strong again - love the emerging themes and ideas."

VP Business Improvement, Assurant

"This event was valuable in that the content over the 2 days was extremely relevant to where I am in the development of our process area, setting the governance and toolbox for the organization."

Director, Corporate Effectiveness, Servus Credit Union

"Good information and approached provided in the case studies."

Sr. Business Analyst, CoBank

"Very valuable, learned a great deal and met some good contacts."

Senior Consultant, Aetna

"Very valuable session, networking opportunities and diversity of participants."

AVP Quality & Technical Training, Chubb and Son

"Good opportunities to network."

Director, Process Excellence, Ontario Teachers' Pension Plan

"Very informative. The event reassured me on the need for intitiatives I'm currently leading at my organization. Plus, it offered some valuable ideas and best practices."

Vice President, JP Morgan

"The information will shape how I move forward with my company."

SVPS – Operations, Chubb

"Best conference - right level of people and topics."

VP Business Improvement, Assurant

"Very relevant, well organized, a lot of things that we can actually transfer in our day-to-day life."

Senior Manager, Business Performance & Communications, National Bank

"Good content and exposure to how other companies are achieving operational excellence."

Manager Business Process Improvement, National Commercial Bank Jamaica Ltd

"Very well run program with diverse group of attendees and presenters covering relevant topics. Set up was very good for networking as well."

AVP Quality & Technical Training, Chubb and Son

"Great content and information. Useful - I had many takeaways."

SVP, Chubb

"Great content and information. Useful - I had many takeaways."

Vice President, Global Leader - Operations & Supply Chain Consulting, IBM Global Business Services

"I appreciated the mix and backgrounds of the speakers. It was great to have people frame different topics for the group and engage in problem solving."

Associate Principal, McKinsey & Company

"The speaker panel had a very good mix of theory, practice and execution."

Vice President, Moody's Investor Service

"Great topics – very relevant to business needs."

VP Process Mgt. & Improvement, Assurant

"Really enjoyed all the speakers, nice balance."

Senior Manager, TD Bank

"Took away some great information from similar firms and programs."

Quality Champion-Senior Manager, Vanguard

"Great forum for advanced thought."

Vice President, First American International Bank

"This meeting was an excellent networking event for me and my colleagues."

Senior Executive Consultant, Robbins Gioa

"Excellent opportunity for networking and learning about peer processes."

Excellent opportunity for networking and learning about peer processes, CIBC

"Very thought provoking and provided great guidance and validation on the direction our organization is heading."

Senior Manager Risk Due Diligence, Discover Financial Services

"Very valuable to learn what works for others."

Manager, Process Group, Sage

"Great to hear progress and approaches at leading financial institutions. Interesting new concepts and approaches to consider. Good to hear from established and new tech providers."

Director, Business Transformation, DTCC

"Event was valuable, the networking was ideal and enjoyed hearing from everyone."

Senior Manager, TD Bank

"Great learning and networking enterprise."

OPEX Program Manager, UBS

"Excellent conference. Many opportunities for networking. Enjoyed small discussion groups and roundtables."

Danielle LaMancuso, Business Process Analyst, Northwest Bank

"Event was good."

Vic Alexanian, Director, Process Improvement, CME Group

"It was great to be exposed to various ways to what busiensses are doing to add more value for their customers."

Kent Riesberg, Business Systems Advisor, Mutual of Omaha

"Good mix of practitioners and thought leadership."

Jacqueline Parks, SVP, CAO Enterprise Operations, Northern Trust

"I found it very valuable!"

Kim Bishop, Director, AXA

"Overall, I think the converence was good. I think it should not cater to the big banks or vendors, but the entire fiancial service industry as a whole. "

Toni Gyatso, Process Improvement Specialist, Oregon Community CU

"Making contacts was valuable and finding out the lastest in the industry as well."

Nora Antonucci, Administrative Vice President, M&T Bank