MAIN DAY TWO February 26th

7:30 am - 8:15 am WOMEN IN IABFSI BREAKFAST

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

8:30 am - 8:45 am DAY ONE CHAIRPERSON’S RECAP


8:45 am - 9:25 am OPENING KEYNOTE USE CASE The Evolving Best Practices when Dealing with Intelligent Automation at American Express

Kimberly Sawyer - VP of Process Automation and Onboarding Capabilities for Global Commercial Services, American Express
    USE CASE The Evolving Best Practices when Dealing with Intelligent Automation at American Express
    AmEx’s journey started with people looking to find tasks to transform and automation with robotics process automation. Since then they’re evolved and matured to be looking at the problem, identifying ways to optimize and potentially automate with a myriad of possible solutions/tools. In addition, they have been able to also take a step back to look at ways to break down and compartmentalize the approach to drive great scale.

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    Kimberly Sawyer

    VP of Process Automation and Onboarding Capabilities for Global Commercial Services
    American Express

    9:25 am - 10:05 am USE CASE Using Selective Process Automation at State Auto Insurance to Save 86000 Man Hours in 30 Months

    Holly Uhl - Director of Operational Excellence & Robotics, State Auto Insurance
    An overarching challenge that connects banking, financial services and insurance is that existing siloed data, and its corresponding infrastructure, requires repetitive manual and inefficient actions to navigate. This session will demonstrate how State Auto Insurance used a combination of RPA and process excellence to automate legacy tasks through RPA while also updating their end-to-end processes.
    • The decision making process behind selecting RPA, or blending multiple systems in order to prioritize efficiency over technology
    • The roadmap for managing an RPA bot’s lifecycle and the framework for keeping or retiring bots
    • The impact of RPA on the workforce: from repetitive low-priority tasks to high-value or customer facing tasks
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    Holly Uhl

    Director of Operational Excellence & Robotics
    State Auto Insurance

    10:05 am - 10:45 am DEMO DRIVE RAFFLE AND MORNING COFFEE BREAK

    10:05 am - 10:45 am DEMO DRIVE DRAW PRIZE WINNERS ANNOUNCED AND MORNING COFFEE BREAK

    10:45 am - 1:00 pm MATURITY TRACKED SESSIONS

    10:45 am - 11:15 am USE CASE Turning the Titanic: AmEx’s Customer Centric and Agile Approach to Digital Transformation

    Jane Cook - Vice President for Marketing and Product Development, Global Commercial Services, American Express
    • Historically, priorities and subsequent roadmaps were opportunistic capitalizing on adjacent investments and focused on economies of scale for the enterprise.
    • A shift in business strategy, afforded us the opportunity to engage in customer-centric agile delivery
    • This customer-centric approach enabled us to apply agile throughout the product delivery life-cycle

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    Jane Cook

    Vice President for Marketing and Product Development, Global Commercial Services
    American Express

    11:15 am - 11:30 am 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?

    11:30 am - 12:00 pm USE CASE Winning Stakeholder Buy-In at E*Trade with the Right Proof-of-Concept for RPA

    Sidney Prescott - Principal of Robotic Process Automation and Senior Leader of Intelligent Automation, E*Trade
    By carving out quick wins with a proof of concept (PoC), Sidney Prescott was able to create change champions out of her internal stakeholders. For this PoC, what would have manually taken 60-90 minutes was automated with a bot down to 15.  
    •  The criteria of a successful RPA program: the metrics, comparable solutions and collecting the right data
    •  Doubling the business impact by both saving time and creating new value 
    •  Working with stakeholders to communicate value and work through challenges

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    Sidney Prescott

    Principal of Robotic Process Automation and Senior Leader of Intelligent Automation
    E*Trade

    12:00 pm - 12:15 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

    10:45 am - 11:15 am USE CASE Navigating HSBC’s Siloed Data Infrastructure through Intelligent Process Automation

    Raj Vohra - GBM Americas Head of Robotics & Automation, HSBC
    IPA has the power to navigate across banking, financial service or insurer’s siloed legacy systems with both speed and intelligence. This session will be both a quick introduction to what IPA is, and a use case at HSBC
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    • Beyond RPA: A breakdown of the full suite of solutions that can be embedded into an automated process
    • ƒƒWhat does IPA look like in action? Step-by-step demonstrations of how a single process at HSBC has been intelligently automated
    • Understand the scope of IPA and it’s place within the traditional BFSI operating model to create a vision with clear targets
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    Raj Vohra

    GBM Americas Head of Robotics & Automation
    HSBC

    11:15 am - 11:30 am 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?

    11:30 am - 12:00 pm USE CASE Process Mining for Operational Excellence

    Laxmikant Pukale - Business Process Transformation and Robotics Process Automation (RPA), USAA
    Before choosing a vendor it’s important to understand the applications of process mining, and what’s right for your organization:
    • Identifying hot zones of inefficiency where productivity is most wasted
    • Using Algorithmic Process Comparison to improve auditing and compliance by ensuring operations conform to instruction
    • Using the outcomes to dictate vendor criteria

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    Laxmikant Pukale

    Business Process Transformation and Robotics Process Automation (RPA)
    USAA

    12:00 pm - 12:15 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

    12:15 pm - 12:45 pm Delivering the Best CX and Business Value from Chatbots through Cognitive Intelligence

    Frederick Kauber - Chief Product & Technology Officer, BFS Capital

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    Frederick Kauber

    Chief Product & Technology Officer
    BFS Capital

    12:45 pm - 1:00 pm THINK TANK

    QUESTIONS TO KICK OFF CONVERSATION:
    • Based on the session, how can your organization better consider the customer experience?
    • What is the biggest challenge in delivering a customer-centered product?

    1:00 pm - 2:00 pm NETWORKING LUNCH

    1:00 pm - 2:00 pm NETWORKING LUNCH


    2:00 pm - 2:40 pm USE CASE Goldman Sach’s Consumer BusinessRPA Program Governance and Implementation of Risk Management Controls

    Denny Singh - Vice President for Digital Finance, Strategy and Intelligent Automation, Goldman Sachs
    A strong foundation based on continuous improvement, risk identification and controls development is at the core of any good program . With that thought process in mind, our consumer business RPA program governance includes process SME,legal, compliance, business risk, technology risk and architecture reviews at various stages, from use case prioritization to deployment. This also includes the realization and acceptance that RPA does not have to be the only solution, if there are other feasible and accessible alternatives available with lower effort and risk. 
    • Defining the CoE governance structure and the step-by-step to implement it
    • Integrating the Model for 3 lines of defense risk management with the intelligent automation operating model
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    Denny Singh

    Vice President for Digital Finance, Strategy and Intelligent Automation
    Goldman Sachs

    2:40 pm - 3:20 pm USE CASE Securing and Improving Processing Through Lean and Agile Process Excellence at Riverstone Group

    Jeff Frame - Director & AVP for Continuous Process Improvement & Agile Process Management, The RiverStone Group
    Don’t wait until thousands of dollars in inefficiencies (or financial crime) is caught before you take a closer look at your existing processes. When automation is done correctly, it’s about designing new human processes not automating new processes. This session will demonstrate the savings and security of simplifying processes to better monitor, manage and handcraft code.
    • The business impact of lean methods for coding; simplifying to gain greater oversight
    • Organization-wide software delivery through Agile methods
    • The cultural impact of Lean: teaching a continuous improvement mindset to the whole company

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    Jeff Frame

    Director & AVP for Continuous Process Improvement & Agile Process Management
    The RiverStone Group

    3:20 pm - 4:00 pm AFTERNOON COFFEE AND NETWORKING BREAK

    3:20 pm - 4:00 pm AFTERNOON COFFEE AND NETWORKING BREAK


    4:00 pm CLOSE OF MAIN DAY TWO