MAIN DAY ONE February 25th

General Session

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 Global CIO for Core Banking, SAPIs and Microservices, 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 Global CIO for Core Banking, SAPIs and Microservices
HSBC

9:40 am - 10:20 am USE CASE Delivering intelligent automation through Metlife’s IA CoE

Sean Nicolello - AVP for Digital Automation, Metlife

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Sean Nicolello

AVP for Digital Automation
Metlife

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 Automating Auditing and Compliance

Tom Wilde - CEO, Indico
  • The legalities behind automating auditing and adhering to regulation
  • Tools that can provide actionable data insights into negotiation, approval, performance and expiry/renewal of contracts
  • Generating automated real-time reports and updates on new compliance requirements


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Tom Wilde

CEO
Indico

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, Maintaining and Scaling a Digital Workforce

Stephen Risolo - Solutions Consultant, Workfusion
Kyle Hoback - Director of Market Enablement, WorkFusion
•    Leveraging operational analytics to understand and track automation performance and plan for capability and workload adjustments of bots and people
•    Breaking down value realization to measure success of automation through business outcomes and KPI-driven approaches
•    Scaling intelligent automation across lines of business with the support and governance of a Center of Excellence


Stephen Risolo

Solutions Consultant
Workfusion

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Kyle Hoback

Director of Market Enablement
WorkFusion

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 Digital to Deliver Effective Intelligent Automation-led Business Transformations

Sanjay Chaswall - Head, Capital Markets, Birlasoft
  • The art and science of building business cases for intelligent automation programs
  • Process standardization: a starting point for building scalable and disruptive transformational programs
  • Maximizing the ROI out of your intelligent automation roadmaps


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Sanjay Chaswall

Head, Capital Markets
Birlasoft

11:20 am - 11:50 am IDG 6A Managing your Document Processing: How to reduce Costs, Improve Efficiency and Boost Throughput

Zander Steele - AVP Enterprise Sales, HyperScience

  • Learn about the critical capabilities in document processing solutions for 2020
  • ƒƒDetermine how you can calculate document throughput and identify high-cost problem areas
  • Benefits of applying ML to your document processing


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Zander Steele

AVP Enterprise Sales
HyperScience

11:20 am - 11:50 am IDG 7A Futurizing BFSI through Full-Cycle Automation

Doug DeBono - VP of Sales, North America, Kryon
  • Discover & Streamline processes
  • Scale Up Operations
  • Improve Compliance & Risk Management
  • Increase Customer Satisfaction
  • Deliver Rapid ROI



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Doug DeBono

VP of Sales, North America
Kryon

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 Automating Auditing and Compliance

Tom Wilde - CEO, Indico
  • ƒ The legalities behind automating auditing and adhering to regulation
  • ƒ Tools that can provide actionable data insights into negotiation, approval, performance and expiry/renewal of contracts
  • ƒ Generating automated real-time reports and updates on new compliance requirements


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Tom Wilde

CEO
Indico

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, Maintaining and Scaling a Digital Workforce

Stephen Risolo - Solutions Consultant, Workfusion
Kyle Hoback - Director of Market Enablement, WorkFusion
•    Leveraging operational analytics to understand and track automation performance and plan for capability and workload adjustments of bots and people
•    Breaking down value realization to measure success of automation through business outcomes and KPI-driven approaches
•    Scaling intelligent automation across lines of business with the support and governance of a Center of Excellence


Stephen Risolo

Solutions Consultant
Workfusion

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Kyle Hoback

Director of Market Enablement
WorkFusion

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 Digital to Deliver Effective Intelligent Automation-led Business Transformations

Sanjay Chaswall - Head, Capital Markets, Birlasoft
  • The art and science of building business cases for intelligent automation programs
  • Process standardization: a starting point for building scalable and disruptive transformational programs
  • Maximizing the ROI out of your intelligent automation roadmaps


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Sanjay Chaswall

Head, Capital Markets
Birlasoft

12:00 pm - 12:30 pm IDG 6B Managing your Document Processing: How to reduce Costs, Improve Efficiency and Boost Throughput

Zander Steele - AVP Enterprise Sales, HyperScience
  • Learn about the critical capabilities in document processing solutions for 2020
  • ƒƒDetermine how you can calculate document throughput and identify high-cost problem areas
  • ƒƒBenefits of applying ML to your document processing


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Zander Steele

AVP Enterprise Sales
HyperScience

12:00 pm - 12:30 pm IDG 7B Futurizing BFSI through Full-Cycle Automation

Doug DeBono - VP of Sales, North America, Kryon
  • Discover & Streamline processes
  • Scale Up Operations
  • Improve Compliance & Risk Management
  • Increase Customer Satisfaction
  • Deliver Rapid ROI



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Doug DeBono

VP of Sales, North America
Kryon

12:30 pm - 1:30 pm NETWORKING LUNCH

12:30 pm - 1:30 pm NETWORKING LUNCH

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

1:35 pm - 2:05 pm USE CASE Organizing Information on an Intuitive Basis at RBC

Kim Prado - Managing Director, Global Head of Client, Banking and Digital Channels Technology, RBC Capital Markets
  • Unifying client definition across different lines of business for a 360 degree experience
  • Proactive data experience -  making the data work for you
  • Organizing and leveraging data and serving it up in a holistic way
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Kim Prado

Managing Director, Global Head of Client, Banking and Digital Channels Technology
RBC Capital Markets

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 Intelligent Automation
Amerant Bank

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Glenn VanLandingham

VP and Head of Solution Consulting
EdgeVerve

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Seth Adler

Editor-in-Chief
AIIA.net

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

3:05 pm - 3:35 pm USE CASE: The Keys to Successful RPA Delivery at Travelers

Joel Arnold - Senior Director, Intelligent Automation and Collaboration Svcs, 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

Senior Director, Intelligent Automation and Collaboration Svcs
Travelers

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?

1:35 pm - 2:05 pm Web-Based Enabled Platforms through an Integrated Automation Hub

Mike Apker - Managing Director, Envestnet Asset Management
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



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Mike Apker

Managing Director
Envestnet Asset Management

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?

2:20 pm - 2:50 pm USE CASE Improving Risk Management through Automation and Communications 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 DevOps approach to automatically embed the requirements needed for risk compliance into the software delivery process
  • Sharing successful automation models to demonstrate compliance and drive alignment between technology and risk teams
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Claire Chiasson-Tyler

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

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

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

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

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

4:20 pm - 5:00 pm Effectively using AI for Intelligent Automation

Matt Speare - CIO, Carter Bank & Trust
  • Leveraging the power of predictive analytics to proactively understand and track factors associated with automation performance and plan for capability / workload developments
  • Breaking down value realization to measure success of automation through business outcomes and KPI-driven approaches
  • Scaling intelligent automation across lines of business with the support and governance of a Center of Excellence


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Matt Speare

CIO
Carter Bank & Trust

5:00 pm - 5:40 pm PANEL DISCUSSION Balancing Risk and Compliance in the Wake of Increasingly Complex Automation

Annu Warikoo - SVP Corporate Enterprise Risk, Wells Fargo
Chris Huff - Chief Strategy Officer, Kofax
  • ƒWhat are some of the risks faced by automation projects as they become increasingly complex?
  • ƒƒHow can compliance be better worked into CoE frameworks and automation projects?
  • ƒƒWhat checks can be put in place to ensure the people-side of automation projects are compliant?
  • ƒƒHow can automation be a source of greater compliance?


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Annu Warikoo

SVP Corporate Enterprise Risk
Wells Fargo

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Chris Huff

Chief Strategy Officer
Kofax

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

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