MAIN DAY ONE February 25th

8:00 am - 8:45 am MAIN CONFERENCE REGISTRATION AND BREAKFAST


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Craig Libby

Formerly Head of Enterprise Third Party Risk Management Data Analytics, Reporting and Quality Monitoring
USAA

9:00 am - 9:40 am OPENING KEYNOTE Legacy Transformation to Enable End-to-End Digital Journeys

Ketan Vanjara - former CIO & Global Head for IT Strategy & Transformation, HSBC
The core systems of any bank or financial institution were written in 80s on the latest and greatest technology stacks of those times. With passing decades, these systems have become gigantic and very complex but remained on the same technology stack. With every passing year, they are only becoming larger and more complex and hence more difficult, more expensive and more time consuming to change or replace. New business models and customer journeys cannot be complete without these core
systems but get constrained by the cost and time it takes to modify them or add new features to them. This creates a trap. In this session, Ketan, based on his successful experience at HSBC, will share his thoughts on creating and implementing a multi-pronged strategy for Banks and FIs to get out of the Legacy Trap.

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Ketan Vanjara

former CIO & Global Head for IT Strategy & Transformation
HSBC

9:40 am - 10:20 am Layering RPA with New Technologies to Enhance Processing Capabilities


10:20 am - 11:20 am DEMO DRIVE AND MORNING COFFEE BREAK

11:20 am -11:50 am INTERACTIVE DISCUSSION GROUPS ROUND ONE

11:20 am - 11:50 am IDG 1A Low-Code: Skip The IT Waiting Line and Automate Processes Yourself

  • Choosing the right opportunities for low code
  • Capabilities: Find and fix bugs, enhancing applications and re-write features
  • Applying low cold to large legacy, mission critical applications

11:20 am - 11:50 am IDG 2A Understanding Financial Institutions Business Architecture against Regulatory Scrutiny

Craig Libby - Formerly Head of Enterprise Third Party Risk Management Data Analytics, Reporting and Quality Monitoring, USAA
  • A detailed walk through End-to-end framework of business architecture
  • Regulation taxonomy, mapping laws to processes, process risk and mapping, and control identification
  • Determining where RPA should be applied on the basis of this architecture
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Craig Libby

Formerly Head of Enterprise Third Party Risk Management Data Analytics, Reporting and Quality Monitoring
USAA

11:20 am - 11:50 am IDG 3A Managing and Maintaining a Digital Workforce

  • Calculating predicted productivity execution with 24/7 operations capability as well as the workload of maintenance specialists
  • Breaking down the cost of bot maintenance and down-time to the organization in comparison to the man-hours it's meant to replace
  • Managing bot maintenance and scaling within the same team

11:20 am - 11:50 am IDG 4A Understanding and Delivering a Staged Approach to Machine Learning

Jeff Czischke - IT Director of Intelligent Automation, Northern Trust Corporation
  • A Breakdown of the progression through ML stages from Classification to AI Enablement
  • The metrics to measure each stage’s success to move on to the next stage of ML
  • Instructions for those driving the initiative on where to start, and how to communicate change
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Jeff Czischke

IT Director of Intelligent Automation
Northern Trust Corporation

11:20 am - 11:50 am IDG 5A Harnessing AI to deliver effective Optical Character Recognition (OCR)-led business transformations

  • The art and science of building business cases for OCR-led transformation
  • Process standardization: Find the right starting point for a scalable and effective OCR-led transformation
  • Blending digital technologies to get the best out of OCR


11:20 am - 11:50 am IDG 6A Process Mining and Exploration to Reduce Error Rates and Identify Inefficiencies

  • Extract knowledge from siloed legacy system event logs
  • Visualize data through dashboards to gain real insights into diagnosis, performance and compliance reporting
  • Using the data for predictive analytics, simulation and testing

11:50 am -12:00 pm SWITCH GROUPS

12:00 pm -12:30 pm INTERACTIVE DISCUSSION GROUPS ROUND TWO

12:00 pm - 12:30 pm IDG 1B Low-Code: Skip The IT Waiting Line and Automate Processes Yourself

  • Choosing the right opportunities for low code
  • Capabilities: Find and fix bugs, enhancing applications and re-write features
  • Applying low cold to large legacy, mission critical applications

12:00 pm - 12:30 pm IDG 2B Understanding Financial Institutions Business Architecture against Regulatory Scrutiny

Craig Libby - Formerly Head of Enterprise Third Party Risk Management Data Analytics, Reporting and Quality Monitoring, USAA
  • A detailed walk through End-to-end framework of business architecture
  • Regulation taxonomy, mapping laws to processes, process risk and mapping, and control identification
  • Determining where RPA should be applied on the basis of this architecture
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Craig Libby

Formerly Head of Enterprise Third Party Risk Management Data Analytics, Reporting and Quality Monitoring
USAA

12:00 pm - 12:30 pm IDG 3B Managing and Maintaining a Digital Workforce

  • Calculating predicted productivity execution with 24/7 operations capability as well as the workload of maintenance specialists
  • Breaking down the cost of bot maintenance and down-time to the organization in comparison to the man-hours it's meant to replace
  • Managing bot maintenance and scaling within the same team

12:00 pm - 12:30 pm IDG 4B Understanding and Delivering a Staged Approach to Machine Learning

Jeff Czischke - IT Director of Intelligent Automation, Northern Trust Corporation
  • A Breakdown of the progression through ML stages from Classification to AI Enablement
  • The metrics to measure each stage’s success to move on to the next stage of ML
  • Instructions for those driving the initiative on where to start, and how to communicate change
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Jeff Czischke

IT Director of Intelligent Automation
Northern Trust Corporation

12:00 pm - 12:30 pm IDG 5B Harnessing AI to deliver effective Optical Character Recognition (OCR)-led business transformations

  • The art and science of building business cases for OCR-led transformation
  • Process standardization: Find the right starting point for a scalable and effective OCR-led transformation
  • Blending digital technologies to get the best out of OCR


12:00 pm - 12:30 pm IDG 6B Process Mining and Exploration to Reduce Error Rates and Identify Inefficiencies

  • Extract knowledge from siloed legacy system event logs
  • Visualize data through dashboards to gain real insights into diagnosis, performance and compliance reporting
  • Using the data for predictive analytics, simulation and testing

12:30 pm - 1:30 pm NETWORKING LUNCH

1:30 pm - 3:50 pm MATURITY TRACKED SESSIONS

BEGINNERS

1:35 pm - 2:05 pm USE CASE Finding the Right Tool for the Right Problem at Capital One for Early Buy-In and Rapid Deployment
Zachary Hanif - Senior Director of Machine Learning, Capital One
When beginners are thinking through their business case they should be looking for the right problem to solve. This session will demonstrate how senior leaders can make more informed decisions, based on practices at Capital One.
  • Tools to evaluate and identify the most repetitive tasks at scale
  • Building with the knowledge that regulators will want to know how the project is compliant
  • Examples of how automation is transforming customer outcomes at Capital One
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Zachary Hanif

Senior Director of Machine Learning
Capital One

BEGINNERS

2:05 pm - 2:20 pm THINK TANK
Sometimes the best part of events are the moments between presentations when the audience can discuss amongst themselves the value of what they’ve just learnt and confer with their peers. This interval, known as a Think Tank, is white space for attendees to discuss the value and challenges of replicating what they’ve learned in their own organization.

QUESTIONS TO KICK OFF CONVERSATION:
  • What are the similarities and differences between your organization and the case study?
  • What does success look like for your organization?

It’s no secret that there is no one size fits all for digital transformation. However it may surprise some beginners to learn that not all paths begin with RPA. In this session, panelists will discuss:
  • The risks and benefits of choosing a more advanced automation starting point
  • Quick Wins or Slow and Steady? Choosing between the low-hanging fruit or scalable approach
  • More than Cost: considering the impact on customers, product quality and speed
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Lesley Shaw

Vice President, Enterprise AML, Analytics, Risk and Operational Excellence
BMO Financial Group

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Jose Manuel Perez

AVP for Intelligent Automation Quality & Performance
Amerant Bank

BEGINNERS

2:50 pm - 3:05 pm THINK TANK
QUESTIONS TO KICK OFF CONVERSATION: “HOW MIGHT WE…”
For 5 minutes every person thinks about how they would finish the phrase, “How Might We…” then the group goes round and chooses their favorite as the topic of discussion for the next 10 minutes

BEGINNERS

3:05 pm - 3:35 pm USE CASE: The Keys to Successful RPA Delivery at Travelers
Joel Arnold - Director of Intelligent Automation Software Delivery, Travelers
In just two years, Joel’s team has grown from a team of 1 to 19, and by February 2020 they’re expecting to grow to nearly 30. He credits this growth to an effective operating model built on a commitment to the Agile Mindset and immersive business partnerships.
·         Treating RPA deployment as the software engineering it is
·         Iterative Break In period - Building functionality to 90% then finetuning during a timeboxed window
·         Metrics that matter: it’s the hours automated not the number of bots deployed
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Joel Arnold

Director of Intelligent Automation Software Delivery
Travelers

BEGINNERS

3:35 pm - 3:50 pm THINK TANK
QUESTIONS TO KICK OFF CONVERSATION:
  • Aside from money, what metric would your organization value to consider this technology useful?
  • What could you do tomorrow to get one step closer to replicating the case studies success?

EVOLVING

1:35 pm - 2:05 pm Web-Based Enabled Platforms through an Integrated Automation Hub
Combining RPA with artificial intelligence, intelligent data capture and advanced analytics enables greater clarity and control over your organization 
  • Combining rule-based and cognitive RPA with natural language processing and machine learning to read any kind of document
  • Audit, track and monitor bot actions for compliance, training and self-learning
  •  Visualize data and analytics, execute ML algorithms and receive real-time notifications



EVOLVING

2:05 pm - 2:20 pm THINK TANK
Sometimes the best part of events are the moments between presentations when the audience can discuss amongst themselves the value of what they’ve just learnt and confer with their peers. This interval, known as a Think Tank, is white space for attendees to discuss the value and challenges of replicating what they’ve learned in their own organization.

QUESTIONS TO KICK OFF CONVERSATION:
  • What are the similarities and differences between your organization and the case study?
  • What does success look like for your organization?

EVOLVING

2:20 pm - 2:50 pm USE CASE Capturing the Value of Automation through Automated Compliance Testing at PNC
Claire Chiasson-Tyler - Vice President for Risk & Governance of the DevOps and Testing Center of Excellence, PNC Bank
This session will look at how automation is a solution to compliance at PNC, and the process foundations required for effective risk management
  • Capturing the full value of automation through a lean six sigma framework for process excellence
  • Using a Fail Forward Model by embedding into the code the requirements needed for compliance that enables passing to the next stage
  • Mapping the impact of automation on upstream and downstream processes
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Claire Chiasson-Tyler

Vice President for Risk & Governance of the DevOps and Testing Center of Excellence
PNC Bank

EVOLVING

2:50 pm - 3:05 pm THINK TANK
QUESTIONS TO KICK OFF CONVERSATION: “HOW MIGHT WE…”
For 5 minutes every person thinks about how they would finish the phrase, “How Might We…” then the group goes round and chooses their favorite as the topic of discussion for the next 10 minutes

EVOLVING

3:05 pm - 3:35 pm USE CASE Bunker Hill's Journey to Cover 17 Million Homes Using Data Science in its Home Insurance Products
Shawn Jin - Head of Analytics, Bunker Hill Insurance
Bunker Hill provides insurance across six states in North-Eastern USA to over 40,000 families. For over two years it has been perfecting its predictive model for home insurance products.
  • Feeding 17 different data sources and 17000 variables into one model
  • Using linear models to ensure rigorous filing
  • Evaluating sources, then processing the data into useful data for the rest of the business
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Shawn Jin

Head of Analytics
Bunker Hill Insurance

EVOLVING

3:35 pm - 3:50 pm THINK TANK
QUESTIONS TO KICK OFF CONVERSATION:
  • Aside from money, what metric would your organization value to consider this technology useful?
  • What could you do tomorrow to get one step closer to replicating the case studies success?

3:50 pm - 4:20 pm AFTERNOON COFFEE AND NETWORKING BREAK

4:20 pm - 5:00 pm USE CASE Piloting Natural Language Recognition (NLR) to Automate Accuracy Testing of Unstructured Documents

Nidal Nasr - Director, IAG Transformation & Automation Internal Audit Group, AIG
An industry leader is investigating the use of NLR in conjunction with RPA to ensure that they can complete full population testing of audit controls rather than a small sample. This includes documents filled with unstructured data. Among many benefits, this means that their people will be left with the high value task of dealing with reports that get flagged as suspicious rather than random samples.
  • Automating the process end-to-end with a combination of RPA and Cognitive Intelligence
  • The upstream and downstream impact of automating the auditing process
  • The mechanics using NLR to extract the relevant information and feed it back to RPA
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Nidal Nasr

Director, IAG Transformation & Automation Internal Audit Group
AIG

5:00 pm - 5:40 pm PANEL DISCUSSION A Closed-Door Conversation on Multi-Vendor Management for Effective Automation

Nick Hoppenjans - VP of Advanced Process Automation Director, US Banccorp
Many Banking, Financial Services and Insurance organizations share the same vendors because those solutions meet shared needs. However, there aren’t many opportunities for discussion between institutions. This session will follow Chatham House Rules. This means the session WILL NOT BE RECORDED OR DOCUMENTED to provide a space for talk between companies about shared vendors within a “closed-door” environment.
  • Lessons learned from choosing their first RPA vendor
  • Moving from RPA to ML and AI: selecting the right vendors to be embedded within existing frameworks
  • Planning automation life-cycles and building technology retirement into vendor management
  • Utilizing bolt-ons and tangential solutions to RPA
  • The benefit of enterprise-wide automation: conferring with CoEs and vendor handbooks
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Nick Hoppenjans

VP of Advanced Process Automation Director
US Banccorp

5:40 pm - 6:40 pm WELCOME COCKTAIL RECEPTION

6:40 pm - 6:40 pm END OF DAY ONE