January 28 - 30, 2019
Andaz Wall Street, New York, NY

Ensure your IA Program Success

8:00 am - 8:45 am REGISTRATION FOR MAIN CONFERENCE DAY ONE & NETWORKING BREAKFAST

8:45 am - 9:00 am CHAIRPERSON’S WELCOME

9:00 am - 9:40 am KEYNOTE ADDRESS: DEVELOP & MANAGE CHANGE MANAGEMENT INITIATIVES THAT ENSURE IA PROGRAM SUCCESS

Milind Nagnur - Chief Information Officer, Wells Fargo
Regardless of the maturity of your IA program, the new technologies being deployed can lead to a dramatic shift in culture and processes that may cause red alert chaos for your employees. Without obtaining the trust of all parties concerned and having a clear change management strategy in place, your BFSI organization will not be able to move forward with its IA plans successfully.

This session will discuss:
  • Establishing strategic partnerships between various departments, employees, and stakeholders, including an often reluctant IT department
  • Building an effective internal communication strategy to avoid miscommunications regarding objectives and impacts of IA on your organization
  • How to revamp your organization’s processes to be in line with your IA programs
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Milind Nagnur

Chief Information Officer
Wells Fargo

9:40 am - 10:20 am CLIENT CASE STUDY

Abstract soon to come!


10:20 am - 11:10 am MORNING NETWORKING BREAK & DEMO DRIVE

Meet with some of the leading IA solution providers by way of this fun and informative speed-dating activity.

11:00 am - 12:05 pm IDGs (INTERACTIVE DISCUSSION GROUPS)


AI TO REDUCE MONEY LAUNDERING & ENSURE REGULATORY COMPLIANCE

11:10 am - 12:15 pm AI TO REDUCE MONEY LAUNDERING & ENSURE REGULATORY COMPLIANCE
  • Harnessing the enormous financial benefits robust artificial intelligence, machine learning and big data programs offer to identify, track, and report potential Money Laundering (ML) activity
  • Regulatory considerations to keep top of mind 
  • The IoT’s (Internet of Things) place in the overall AML landscape and how to integrate these technologies to work in harmony to provide maximum results

ENHANCED CUSTOMER DELIVERY & ENGAGEMENT UTILIZING THE INTERNET OF THINGS (IOT)

11:10 am - 12:15 pm SOLVING THE IA & OCR INTEGRATION RUBIK’S CUBE
John Paty - Vice President, Expert System
  • How to digitally transform your paper-heavy transactional operations utilizing an OCR system
  • Tools, systems, and methods to provide powerful IA and OCR integration
  • Better understanding the vast OCR vendor landscape and how to size up their features to then determine which one/s might be best for your organization’s specific needs


John Paty

Vice President
Expert System

DETERMINING IF A CHARGEBACK MODEL IS RIGHT FOR YOUR IA PROGRAM/S & HOW TO DEVELOP A SUCCESSFUL AND PROFITABLE SERVICE DELIVERY

11:10 am - 12:15 pm ENHANCED CUSTOMER DELIVERY & ENGAGEMENT UTILIZING THE INTERNET OF THINGS (IOT)
  • Examining various IA chargeback models and determining which models work best for your customer base and how to structure said IA “services” and pricing
  • How to market IA technologies as a business offering
  • Where should your IA programs sit, in a Shared Service Center (SSC) or other business division and the pros & cons of each possibly scenario
  • Sizing up which IA business requests are worth your IA team’s billable time
  • Hidden and not hidden operational costs in your financial model

12:15 pm - 1:20 pm NETWORKING LUNCH BREAK

1:20 pm - 1:25 pm 5-MINUTE TRANSITIONAL BREAK

1:25 pm - 2:05 pm MATURITY CURVE TRACK SESSIONS

ELIMINATE FALSE STARTS & MISSTEPS ALONG YOUR IA JOURNEY WITH AGILE PRINCIPLES

1:25 pm - 2:05 pm ELIMINATE FALSE STARTS & MISSTEPS ALONG YOUR IA JOURNEY WITH AGILE PRINCIPLES
Michael Edmonds - Robotics Process Automation Manager, Farmers Insurance
  • The benefits of “bot building”, program roll out, and continuous management utilizing Agile principles
  • Learning as you go, fixing along the way, and improving as you move forward
  • Building an effective Agile roadmap to ensure IA program success
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Michael Edmonds

Robotics Process Automation Manager
Farmers Insurance

Is your BFSI organization evaluating the need to establish a CoE for its IA program or would like to increase its effectiveness? If so, then attend this session to learn key insights and best practices.

We will discuss:
  • How to establish or enhance an effective governance and centralized structure to support your organization’s intelligent automation CoE initiatives
  • Various chargeback models and which might work best for your IA initiatives
  • Monitoring a CoE’s governance effectiveness 
  • Financial reporting systems, including the audit and that appropriate controls are in place, most notably, systems for risk management, financial and operational control and compliance 
  • Change management initiatives and effective PR, marketing and communication plans
  • Bot program scalability


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Adrienne Hill

Vice President
American Express

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Jeff Machols

Vice President, Head of Continuous Improvement Center
Voya Financial

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Vinod Raman

Vice President, Digital Advice Solutions
Fidelity Investments

2:05 pm - 2:10 pm 5-MINUTE TRANSITIONAL BREAK

PANEL DISCUSSION: NEED TO KNOW: BETTER UNDERSTANDING OF THE IA VENDOR LANDSCAPE PRIOR TO THE PROGRAM P&L PHASE

2:10 pm - 2:50 pm NEED TO KNOW: BETTER UNDERSTANDING OF THE IA VENDOR LANDSCAPE PRIOR TO THE PROGRAM P&L PHASE
Mark Martiak - Wealth Strategist Premier Wealth Advisors
Girish Subramaniam - Vice President & Robotics Program Manager, Bank of the West
  • Review of the various IA software available now and into the near future, including comparisons and capabilities analysis
  • How an IA software vendors’ tools would benefit a wide array of functionally needs, job scope, and budgets

Girish Subramaniam

Vice President & Robotics Program Manager
Bank of the West

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Mark Martiak

Wealth Strategist
Premier Wealth Advisors

PANEL DISCUSSION: ENSURING IA PROGRAM SUSTAINABILITY BY PROVIDING YOUR AUDITORS & CONTROLLERS WITH WHAT THEY NEED FROM YOUR IA TEAMS

2:10 pm - 2:50 pm ENSURING IA PROGRAM SUSTAINABILITY BY PROVIDING YOUR AUDITORS & CONTROLLERS WITH WHAT THEY NEED FROM YOUR IA TEAMS
Tom Dixon - Program Manager Consumer Continuous Improvement & Process Automation, Citizens Bank
  • How to best document your IA initiatives and activities for your Auditors/Controllers
  • Best practices in audit requests, document and information reporting and much more
  • Your Controllers/Auditors’ role in ensuring you’re on top of data security that may be affected by IA programs
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Tom Dixon

Program Manager Consumer Continuous Improvement & Process Automation
Citizens Bank

2:50 pm - 3:40 pm AFTERNOON NETWORKING BREAK & DEMO DRIVE CONTINUATION

3:40 pm - 4:20 pm CLIENT CASE STUDY: Discover the Power of Intelligent Automation

Intelligent AI-Powered Automation can deliver meaningful results to the enterprise.  Hear how a large bank is automating its operations to drive enhanced customer experiences, employee engagement and profitable growth.



4:20 pm - 5:00 pm CLIENT CASE STUDY: Adding Value to the Business Utilizing IA for BFSI

Join us for a Fireside Chat with Paul Krauss, RPA Enterprise CoE Lead at Wells Fargo. Paul rejoined Wells Fargo in 2017 and has led the company’s journey to find RPA solutions to a number of challenges, including:
 
  • Reducing customer hold time in the call center
  • Reduce operational costs
  • Enhancing the customer experience 
  • Integrating RPA with already existing systems while enabling Wells Fargo’s long term vision



As part of your BFSI organization’s overall process improvement and optimization efforts, it’s imperative to access and reassess your IA goals, strategies, and performance measurements on a regular basis so to ensure continued program success.
 
In this session, we will discuss:
  • Impactful program management strategies to apply toward your evolving IA initiatives
  • Realistic timelines & KPIs to be met and performance measurements to ensure continued program success
  • IA software tools and workflow dashboards
 
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Willie Session

Head Security Risk, U.S./Chief Security Risk Officer
HSBC Bank

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Brian McGuire

Assistant Vice President, Finance Automation Lead
Zurich North America

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David Oesterreich

Director
American Express

5:40 pm - 5:45 pm END OF MAIN CONFERENCE DAY ONE

5:45 pm - 5:45 pm IA BFSI EXPO HALL NETWORKING SOIREE