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Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

The Largest Premier Gathering of Leadership-Level Industry Leaders & Senior-Executives. The Best Audience. The Most Engaging Event.

Who Will Be Attending

Featured Speakers

Omar Hatamleh

Omar Hatamleh

E Director at the International Space University, Former Chief Innovation Officer,, NASA

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 08:05 - 08:50 am

Biography

Dr. Omar Hatamleh is the Executive Director of the Space Studies Program.  Prior to assuming his new assignment, Omar was the Chief Innovation Officer, Engineering at NASA Johnson Space Center responsible for empowering the organization creative thinking and develop capacity to innovate.

Prior to that he was the Associate Chief Scientist at NASA ARC responsible for identifying new and promising areas of scientific research and supporting technologies that can be integrated into the Center's capabilities.  Previous roles at NASA also included Technology Relationship Manager, Advanced Development Manager, and Space Shuttle Orbiter Structures Subsystem Manager.

Omar has Nineteen years of aerospace industry experience and has published over 33 international journal articles; he has four engineering degrees, speaks four languages and has been an invited keynote speaker to multiple national and international events. Omar has also been the recipient of several prestigious awards and recognitions from NASA.

Priya Anant

Priya Anant

Director, Global Vendor Operations, Trust & Safety, Google

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

Priya leads global operations for Trust and Safety across Google. In her role, Priya works with all product teams across Google to fight spam, abuse and fraud and deliver a safe user experience. In her time at Google, Priya has streamlined global operations across multiple teams and partnered with product, operations, finance and legal teams to drive transformations. She leads the Googlewide deployment of “gLean” a program to coach Googlers about adopting lean within Google’s highly dynamic and fast paced environment.


Prior to Google, Priya  spent 10 years in management consulting at Bain where she advised healthcare, technology and consumer goods companies on global growth strategies and operations improvement. Before her career in consulting, Priya worked for GlaxoSmithKline and focused on global manufacturing and with Unilever on marketing and supply chain. In addition, Priya was a public accountant with Ernst & Young. Priya holds an MBA from Wharton and is also a Chartered Accountant.


Priya has lived and worked in Australia, New Zealand, the UK and US. When she is not at work, Priya loves spending time with her family, introducing her kids to the joys of camping, trying out new vegan recipes and searching for the elusive perfect cappuccino in the US (It is a little known fact that Australia has some of the best coffee in the world and the quest to find it in the US continues...)

Srisu Subrahmanyam

Srisu Subrahmanyam

Senior Vice President, Business Transformation, KAR Auction Services

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 13:55 - 14:15 pm

Biography

Srisu Subrahmanyam is a senior operations executive who delivers significant and sustainable value through supply chain optimization, technology and organizational transformation and continuous improvement, with a relentless focus on execution. He has over 20 years in consulting and as an executive in multiple Fortune companies. Subrahmanyam has deep process experience, with proven results in manufacturing, distribution/logistics and service sectors, having served in companies in automotive, aviation, technology, logistics, distribution, maintenance, repair and overhaul, consumer goods, education, pharmaceutical, beverage and chemical industries. He is focused on improvements and optimization across the value chain and delivers competitive advantage through supply chain transformations, technology strategy and investments, organizational transformations and rigorous performance management and execution. 

 

Subrahmanyam is currently Senior Vice President of Business Transformation at KAR Auction Services, Inc (NYSE:KAR). Previously he served as Global Vice President of Engineering for Ingram Micro, a HNA Group company, recognized as world’s largest wholesale technology distributor and a global leader in IT supply-chain, mobile device lifecycle services and logistics solutions with $45B in revenue and operating in over 40 countries. In this role, he leads global functions in supply chain planning, operations and customer solution engineering, real estate, quality, continuous improvement, environmental health & safety, sustainability and overall program management. Prior to this, he served as Executive Vice President and Chief Operations Officer for BrightPoint Americas, a business unit of Ingram Micro based in Indianapolis, Indiana. In this role, he led the supply chain operations, quality, continuous improvement, program management, advanced planning, procurement and information technology functions. 

Subrahmanyam held earlier roles as a consultant and in senior corporate positions including Senior Vice President and Chief Procurement Officer at Career Education Corporation (NASDAQ:CECO) from 2008 to 2011, and as Vice President of Continuous Improvement and Business Transformation for United Airlines (NYSE:UAL) from 2006-2008. 

 

Sayeed Sanaullah

Sayeed Sanaullah

First Vice President, Strategy & Analytics, Wells Fargo Advisors

Biography

Sayeed serves as First Vice President of Strategy & Analytics for Wells Fargo Advisors which is the financial advice and brokerage business of Wells Fargo. In this role, he leads strategic efforts around growing the business (measured by revenue, client assets and profit) and managing risks (ensure Financial Advisors act in the best interests of client, review investment portfolio risks, and reduce any legal and settlement costs).

He has 15 years of leadership experience in financial services, banking, and technology industries in various functions of strategy, finance, M&A, marketing, sales, software products development, and technology promotion. He has increased profitability, generated growth, managed risk and led cultural change on multiple occasions. Prior to joining Wells Fargo, he managed $6 million annual revenue digital product component for IBM as a Technology Consulting and Strategic Planning Manager. He has been an invited speaker at multiple industry conferences (Digital Strategy, Financial Services & Technology) and academia. He has published 2 technical articles and filed a patent/disclosure. He also serves as a board member and committed leader for non-profit organizations (~ $100 million total annual budget) in the Greater St. Louis Area (Illinois and Missouri).

He is a Wharton Fellow at University of Pennsylvania - The Wharton School. He earned a master of business administration degree in finance and strategy from Washington University in Saint Louis. He also holds a bachelor of technology degree in mechanical engineering with minor in economics from Indian Institute of Technology Kanpur.

Jeff Hastie

Jeff Hastie

Global Director, Lean Enterprise, Bose Corporation

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 08:50 - 09:30 am

Biography

Jeff Hastie is the Global Director – Lean Enterprise at Bose Corporation. His responsibilities include leading Lean and Six Sigma programs in Manufacturing and Global Supply Chain, Sales and Marketing, Product Development, Research and Corporate Administration including IS, HR, Finance and Legal. 

Jeff started his career at Bose in 2001 as a senior Quality Engineer and Six Sigma Black Belt. He worked with Finance to quantify the cost of poor quality and over the next 4 years he led improvement Teams across Manufacturing to bring more value to the company. In 2005, he initiated and led the formal deployment of Lean Six Sigma at Bose Corporation. In 2007, Jeff developed and implemented a strategy to pilot and then expand the Bose Production System (the Toyota Production System) across Bose Manufacturing Plants and Distribution Centers. Today Lean Enterprise is a strategic imperative enabling the success of Bose Corporation business improvement strategies worldwide. 

Prior to Bose, Jeff was employed at Wyman-Gordon Company, producers of technically advanced structural and engine components for the Aerospace Industry. During his 18 years at Wyman-Gordon, he held a variety of leadership roles in Industrial Engineering, Manufacturing Operations, Quality Assurance and Continuous Improvement.

Jeff has over 35 years of manufacturing and Continuous Improvement experience in the Wood Products, Metal Working, Aerospace Forging and Consumer Electronics Industries. He has spent the last 19 years dedicated to leading Lean & Six Sigma programs to accelerate business value. 

Jeff hold a Bachelor of Science Degree in Wood Products Engineering from the State University of New York and a Bachelor of Arts Degree in Business Administration from Syracuse University. He is a Certified Lean Six Sigma Master Black Belt.

Bobby Graves

Bobby Graves

General Manager, TSSC, Toyota Motor Engineering & Manufacturing North America

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 12:00 - 12:30 pm

Biography

Graves began his career with Toyota in 1987 and progressed through a series of positions in production at Toyota Motor Manufacturing, Kentucky (TMMK) responsible for assuring overall quality within all production shops.

In 1997, he was assigned to TMMK’s operations development group where he trained Toyota Production System (TPS) know-how to team members from all levels of the organization and coordinated internal TPS activities. During his 15 years at TMMK, Graves supported multiple production launches and all-new model introductions.

From 2003-14, he served as manager for TEMA’s operations management development division, working closely with Toyota’s North American plants and suppliers to help streamline processes and strengthen TPS activities. In this role, he supported internal & external continuous improvement projects and training workshops.

Prior to joining Toyota, Graves worked at the Federal Bureau of Investigation in Louisville, Kentucky where he was an auditor for the white collar crime unit.

He obtained a Bachelor of Science in Operational Management from Western Kentucky University (1981) in Bowling Green, Kentucky. Originally from Columbia, Kentucky, Graves still owns and maintains a family farm.

Dave Margil

Dave Margil

Lean Enterprise Leader, Corporate Information Services, Bose Corporation

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 08:50 - 09:30 am

Biography

Since 2010 Dave Margil has served as the Lean deployment leader for Bose Corporate Information Systems (CIS). He is responsible for developing the Lean Enterprise Vision and deployment roadmap in CIS and for driving Lean Six Sigma practices throughout the IT function. He leads value stream improvement activities, contributes to the internal Lean Six Sigma curriculum development, and delivers training and coaching to employees throughout Bose Corporation.

Prior to this role, Dave spent several years as a Business Engagement Manager and as a Project Manager in the Bose Online Commerce Group. Before joining Bose he co-founded and spent several years as the VP of Product Development for a Cambridge, MA-based computer game company.

Dave is a Bose certified Master Black Belt and has a Bachelor of Fine Arts from the University of Massachusetts.

Bill Owad

Bill Owad

Sr. Vice President, Operational Excellence, Cardinal Health

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Tuesday 21st March 2017 | 17:30 - 18:10 pm

Biography

Bill Owad, senior vice president of Operational Excellence specializes in the strategies and tools that support the pursuit of a lean enterprise. Working with a team of nearly 150 Operational Excellence staff members and coaches aross Cardinal Health, Owad is responsible for developing and implementing an enterprise approach to Operational Excellence at Cardinal Health, ultimately improving the value delivered to the company’s customers.

In addition to his role as senior vice president, Owad also supports the extension of Operational Excellence external to Cardinal Health as the executive sponsor for the company’s relationships with the Lean Enterprise Institute (LEI) Partner Program, the Healthcare Value Network, The Ohio State University Fisher College Center for Operational Excellence and the Conference Board Quality Council. During his tenure, Owad has held several positions within Operational Excellence and has served as the primary architect of the company’s enterprise-wide deployment of Operational Excellence, which, over eight years, yielded significant improvements in customer loyalty, employee engagement, operational performance and working capital utilization.

Prior to joining Cardinal Health, Owad held several operations and administrative roles that have used the tools of Lean Six Sigma to transform health care provider organizations, supply chain and medical supply companies. These roles include corporate director of quality for ProMedica Health System, executive director for Cordelia Martin Health Center and several adjunct faculty positions with the College of Pharmacy at the University of Toledo and other nationally recognized programs.

Owad is also active in the community, serving in the past as board chair for the Central Ohio American Red Cross BioMedical Services, board chair for Cordelia Martin Health Center, senior examiner for the Malcolm Baldrige National Quality Program, and examiner / team leader for the Ohio Award for Excellence. Currently, Owad serves as a board member for the Partnership for Excellence, Mid-Ohio Foodbank, and the ASHP Research and Education Foundation.

Owad received his bachelor’s degree in Pharmaceutical Sciences and his Master’s of Business Administration from the University of Toledo. His post-graduate work includes the achievement of Fellow status with the American College of Healthcare Executives, multiple Lean Six Sigma certifications and continued development as a Lean leader through his work with Cardinal Health and LEI. Owad has also authored several publications and presentations on quality systems and customer loyalty. 

Mark Proffitt

Mark Proffitt

Innovation Enabler, Predictive Innovation

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

Mark Proffitt helps leaders solve seemingly unsolveable problems so they reliably deliver 10x more desired results with less risk using readily available resources by using Predictive Innovation® .

He is a non-stop thinker, researcher, and author of Predictive Innovation® a first principles based system of thinking.

Silicon Valley veteran with over 30 years experience creating new technologies including working with Apple, Microsoft, Hewlett Packard, Visa, & Nintendo.

At age 12 saved money from mowing lawns & shoveling snow to buy a personal computer & teach himself to program. Began college at 14 & by 16 was programming professionally with a start up that developed the first software to apply Edward Deming's work in a US automotive factory by General Motors.

Dropped out of a PhD in Physics at the University of Michigan when recruited by Apple Computer to make something insanely great leading to the creation of the Agile Methodology.

While working to build the first online crowd funding & peer-to-peer digital media platform, suffered a brain injury requiring him to relearn how to think and in the process discovered how to teach average people how to think like a genius.

Currently enjoys living as a digital nomad with a passion for creating makerspaces to give everyone access to tools and a community to create global abundance.

NOTABLE ACCOMPLISHMENTS

  • Programmed the first statistical process control system used in a US automotive factory.
  • Contributed to creating Agile while at Apple Computer.
  • Integrated the first use of world wide web technology at Hewlett Packard in 1994.
  • Designed and led team to develop QuadraMed’s ClaimStar for Windows, which contributed to the companies stock increasing 500% in 3 years.
  • Designed & developed the Virtual Reality Engine used by Spectrum HoloByte on games like Top Gun & Falcon 4.
  • Oversaw technology for the first global dual TV & Internet video broadcast, reaching 1 billion viewers.
  • Taught Predictive Innovation® on 4 continents including classes at MIT & University of Surabaya Indonesia.
  • Written 2 books edited 7 others, produced a comedy DVD teaching calculus, appeared in a TV commercial with rock star Alice Cooper, & played soccer with a baby elephant
Gordon Tredgold

Gordon Tredgold

Inc. Top 100 Leadership Expert and Speaker ,

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 16:00 - 16:40 pm

Biography

Gordon Tredgold is a former business and IT transformation expert who has successfully delivered $100m programs, run $300m departments and led teams of 1000 staff for Fortune 100 companies. Now he is an International speaker, published author, executive and business coach. His mission is to help people and business deliver amazing results.

Gordon has lived and worked in UK, Belgium, Holland,Czech Republic, US and Germany, and has served as CIO for Asia Pacific, CIO for USA and been Global Head of Service Delivery serving 48,000 customers world wide. He has experience of working Banking, Utilities, Telecoms, Logistics Manufacturing/CGP.  Which gives him global and International experience across many sectors, and cultures all of which has helped him identify pragmatic solutions that work and improve operational performance in every environment. Check out his book FAST 4 Principles Every Business Needs To Achieve Success and Drive Results.

Ted Revilock

Ted Revilock

Director of Operational Excellence for Global Shared Services , The Coca-Cola Company

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 13:55 - 14:15 pm

Biography

Ted is Director of Operational Excellence for Global Shared Services at The Coca-Cola Company.  He is responsible for deploying Operational Excellence across the Finance, Human Resources, Data Management, Accounts Payable, Workplace Services, Creative Business Solutions and User Experience lines of business, involving greater than 1300 employees in 7 main hub locations globally.  The Operational Excellence program utilizes Lean, Six Sigma, Program Management, Business Process Management and Human Centered Design concepts and internally created methods to drive value for the business.

 

Ted has been with The Coca-Cola Company leading implementations of OE in Shared Services, Information Technology, Human Resources, Supply Chain and Franchise Bottling partners for 10 years.  Prior to The Coca-Cola Company, Ted worked in the Automotive Industry with Ford Motor Company and Tier I suppliers in product development.  In total Ted has been working as a continuous improvement professional for over 20 years.

Patrick Downey

Patrick Downey

Innovation Portfolio Manager, Kimberly-Clark

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 11:00 - 11:20 am

Biography

Patrick Downey is currently the Innovation Portfolio Manager at Kimberly-Clark in the North America Baby and Child Care organization.  He has responsibility to ensure a robust and balanced innovation pipeline exists for iconic brands such as Huggies and Pull-Ups.  Patrick has worked at Kimberly Clark for 15 years in various functions including Quality Management, Safety, Process Engineering, and most recently Lean Deployment. 

Prior to his current role, Patrick spent the past 9 years learning, applying, developing, teaching and coaching continuous improvement initiatives in manufacturing, supply chain, and staff environments.  He is well-versed in leadership capability building, kaizen facilitation, strategy deployment, cross-functional problem solving, and development and implementation of management systems.  Patrick has never met a process he didn’t want to try and improve.

Patrick earned a Bachelor of Science in Chemical Engineering from Michigan Technological University in 2001, and a Master of Science in Project Management from The George Washington University in 2008, and has worked for Kimberly-Clark his entire career.  He currently resides in Neenah, Wisconsin with his wife and two children.  In his spare time, Patrick likes to get out on his road bike.

Julio Urrutia

Julio Urrutia

Chief Process Officer, Latin America, Ricoh 

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

Julio Urrutia has been in the technology industry for more than 15 years, now as Head of Operational Excellence and CISO at Ricoh Latin America. Julio holds a Degree in Strategic Marketing Management, a Master's Degree in IT Service Management, a Master's Degree in Business Analysis plus multiple Industry Certifications.

In his current position, Julio is in charge of many critical corporate initiatives. Working in a Global environment and with an extend knowledge of Latin American cultures, markets & economies. Lead and manage major expertise area programs and company-wide critical projects; responsible for the creation of methodologies and standards, measurement criteria and leading-edge initiatives to improve productivity, efficiency and organizational excellence. He is an active-global public speaker and takes part in consultations.

Julio credits his success to great passion for what he does and constant learning. Manage the full range of design and development efforts from concept to implementation; communicate at all levels and hold negotiations with large-scale vendors; maintaining expertise on industry, products and technology trends through research and training. Manage and optimize working relationships; with great expertise in creating, developing and leading high-performance teams, facilitate innovation, and promote openness to and participation in change. Also accountable for creating and controlling organizational budget to accomplish desired results. 

Fluent in English, Spanish and Portuguese, and is able to communicate in French, Julio is in progress to obtain a Certificate of Professional Development in Strategy at Wharton - University of Pennsylvania.

José Pires

José Pires

Vice President and Director, Business Excellence, Black & Veatch Corporation

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Monday 20th March 2017 | 08:00 - 17:00 pm

Biography

José Pires serves as the Global Vice President and Director of Business Excellence (BEx) for Black & Veatch where he oversees the global identification, prioritization and execution of several hundred mission critical business improvements and innovations that add value to Black & Veatch, its business partners, and clients.

Prior to his current role, Pires held business excellence leadership positions in large, global companies in the electronics (Sony), semiconductor (Cymer-ASML), and food (Nestlé) industries. Throughout his career, Pires developed and refined BEx as an integrated program for innovation, leadership development and value creation globally.

BEx combines disciplined innovation methods with elements of venture capitalism, crowdsourcing and collaborative leadership to deliver rapid and sustainable business improvements and innovations in any industry. Its track record of innovation, leadership development and value creation for over a decade has won multiple industry awards and global accolades.

He holds a Bachelor in Engineering Physics from the University of Kansas and a Master in Business Administration focused in Investment Banking and Entrepreneurship from the University of San Diego.

Riad (Ray) Ardahji

Riad (Ray) Ardahji

Sr. Director, Production Engineering, Continuous Improvement, Leggett & Platt

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

 

Riad is the senior director of Production Engineering & Continuous Improvement at Leggett & Platt, Adjustable Bed Division. He leads the division NPI activities and works closely with the commercial team to ensure that new products or customer products are properly developed, qualified, managed, and launched into production. This role also provides guidance and experienced technical and quality support to the production engineering and quality teams on critical issues such as quality and productivity improvement

 

He brings over 26 years of experience (over half in Japanese companies) in the areas of supply chain, asset management, production engineering, maintenance and manufacturing, including fabrication, assembly and testing. Former employers include: Zimmer Biomet, Toyota Boshoku, Leggett & Platt, Borg-Warner, Denso Corporation, Harley-Davidson/Utilimaster, and General Motors/ Saturn plant.  He is a subject matter expert in Operations Excellence. He is certified in Ergonomics, Lean Manufacturing, Total Industrial Engineering, Change Management and VA/VE. He has completed a Lean Six Sigma Black Belt from the University of Tennessee, Center for Executive Education.  Furthermore, Riad is also a Malcolm Baldrige Examiner-in-Training 2014.

Riad is a frequent guest speaker at national and international conferences including Nora Corp.’s Reliable Plants. Riad has developed a new lean device named “Honky-Tonk” that is based on the TPS-Jidoka system, basically making any machine a smarter one.

Riad holds a Master of Science Degree in Engineering Management and a BS degree in Industrial Engineering from The University of Tennessee, Knoxville. 

Through his experience Riad has learned that different cultures learn differently. His teaching style is very diverse and most importantly, he provides a can-do attitude. Those he works with often acquire a thirst for more understanding.

 

 

Pranay Butala

Pranay Butala

Associate Vice President, Continuous Improvement and Consulting, Guardian Life

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 13:30 - 13:50 pm

Biography

Pranay Butala is currently AVP of Operational Excellence within Guardian Life’s Group business.  His team is accountable for helping Group business in three key areas: 1) strategic consulting to help proactively identify areas of cost reduction and other efficiencies at the enterprise level, 2) program leadership through various engagements ranging from process improvement to M&A future state modeling, and 3) developing operational excellence talent organically within the business.

Pranay’s previous experiences are from 20 years through consulting and the pharmaceutical industry.  He was previously a partner within Cognizant’s life sciences division, accountable for AstraZeneca’s marketing and sales portfolio. Prior to Cognizant, he was a director in marketing technology at Pfizer Pharmaceuticals New York City office, as well as spending an early career at Accenture’s and Deloitte’s strategic consulting arms.   Pranay has a MBA in Strategy and Operations from Purdue University’s Krannert School of Graduate Management, and a BS in Biochemical Engineering from Stevens Institute of Technology in Hoboken, NJ.  He also ASQ Six Sigma Black Belt certified.   

Norbert Majerus

Norbert Majerus

Lean Champion, Book Author and Shingo Prize Winner, Goodyear Tire and Rubber Company

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 14:20 - 14:40 pm

Biography

Beginning in 2005, Norbert has implemented a principles-based lean product development process at the three global innovation centers of The Goodyear Tire & Rubber Company. For nearly a decade he has been Goodyear’s lean champion in research and development. 

Norbert, born and raised in Luxembourg, has a Master’s degree in Chemistry from the Universitaet des Saarlandes, Saarbruecken, Germany, and has worked most of the disciplines in the Goodyear innovation centers in Luxembourg and Akron.

Norbert recently published his first book “Lean-driven Innovation,” and he has spoken at many conferences in the USA and other countries

Sisir Padhy

Sisir Padhy

VP Process Excellence & innovation, Verizon

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 13:30 - 13:50 pm

Biography

 

Sisir joined Verizon in 2011 and is the Vice President of Process Excellence and Innovation. Prior to joining Verizon, Sisir was part of the General Electric Company, where he held several leadership roles at GE Appliances, GE Transportation Systems, Pratt & Whitney, GE Corporate, and GE Aviation, in design, process excellence, e-Business, and strategic marketing. Sisir led the global P&Ls for GE Aircraft Engine and GE Smart Grid Automation businesses. 

He has published more than twenty papers in conferences, professional journals and books. In addition, Sisir has chaired many technical conferences and attended executive education at Wharton, Stanford and Harvard Business School. He received his masters in mechanical engineering with specialization in Artificial Intelligence and a Ph.D. in Mechanical Engineering. 

Kevin Goldsmith

Kevin Goldsmith

CTO , AVVO

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 14:20 - 14:40 pm

Biography

Kevin Goldsmith oversees the development and IT teams at Avvo. Prior to joining Avvo, Kevin was the VP of Engineering at Spotify, the popular digital music service, where he led a team of 175 engineers for the company’s mobile, desktop and web platforms. He also served as the Director of Engineering for Adobe Systems for nearly a decade. Kevin has been an industry forerunner in the areas of GPGPU for commercial applications, leading development teams for both Adobe and Microsoft’s Virtual Worlds (later social computing).

Kevin speaks around the world, on topics ranging from product development to how culture affects work productivity and morale. He earned degrees in Applied Mathematics and Computer Science from Carnegie Mellon University.

David Feierstein

David Feierstein

Global Head of Business Transformation Office and Zero Based Budgeting, NCR Corporation

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 16:45 - 17:05 pm

Biography

David Seth Feierstein joined NCR Corporation in February 2016 leading the newly formed Transformation Office and Zero-Based Budgeting initiative.  From August 2013 to January 2016 David was the Global Head of Zero Based Budgeting, CAPEX and Working Capital at Kraft Heinz and was instrumental in the Kraft integration and Heinz transformation delivering over $550 million in SG&A cost savings during his tenure.  From July 2011 to August 2013 David worked at Goldman Sachs Capital Partners, the private equity arm of Goldman Sachs and from July 2007 to July 2011 at J.P. Morgan’s Investment Bank in the Mergers & Acquisitions and Natural Resources groups.  David continues to serve as an advisor to multiple companies including those owned by Berkshire Hathaway, Blackstone and other large private equity funds on the topic of Zero-Based Budgeting. David currently lives in Atlanta.

Daymond Cox

Daymond Cox

Engineering Excellence Coach, New Product Development, Ingersoll Rand

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

Daymond is the Engineering Excellence Coach, New Product Development at Ingersoll Rand. He is the senior coach for about 40% of Ingersoll-Rand business, coaching executives down to project managers. 

He is retired US Army Officer, former enlisted Air Force Staff Sargent with over 30 years’ experience in business development, healthcare, logistics, and information technology include roles in senior leadership, company startups, profit and not for profit hospitals along with extensive experience in trauma and critical care programs. Daymond is a decorated soldier with an extensive military career in both active duty and reserves. He is a senior member of ASQ (American Society for Quality) and a Certified Project Management Professional (PMP).  Daymond holds a Master Black Belt and Lean Master Certification from the George Group/Accenture, among other Continuous Improvement certifications. 


Daymond has proven success as a leader in civilian and military environments. His experience includes healthcare delivery, management, logistics, operations, process redesign, and resource management. Additionally he has proven success in strategic development, program development, marketing, product line management, information technology management. Daymond works at both enterprise and frontline staff levels in developing best practice solutions including strategic process redesign utilizing Lean, Six Sigma and Lean Six Sigma methodology. 


As part of the Lean deployment at the US Army, he was assigned for 2 years to the US Army Medical Command assigned including the North Atlantic Regional Medical Command (NARMC) based at Walter Reed Army Medical Center in Washington. D. C.  He is led the deployment at NARMC…Encompassing 21 states...supporting two medical centers, four community hospitals, four other MEDDACs, dozens of health clinics, which provides medical mobilization/demobilization support to seven power projection platforms. Daymond also led the Team Leader for the NARMC, US Army Center for Health Promotion and Preventive Medicine (CHPPM), and the Army Medical Action Plan Access to Care for Warriors in Transition (AMAP) teams. As Founder and CEO of the International Society for Six Sigma Certifications, he and his team grew the consulting and training company 100% year over year for 7 years, developing a franchising system leveraging standard work and Training within Industry (TWI).  He expanded from one location to 9 states, 3 continents, offering over 200 courses while assisting companies to save millions of dollars in productive costs. Daymond has an Associate of Science degree from Elizabethtown Community College/University of Kentucky, Elizabethtown, KY, a Bachelor of Science from Barry University, and a Master of Business Administration degree in Technology Management from the University of Phoenix.  

Jeff Porada

Jeff Porada

Global Director of Lean Six Sigma , Jabil

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

Jeff Porada is the Global Director of Lean Six Sigma at Jabil.  Jeff manages the “Business Process Re-engineering Team” from Jabil’s corporate headquarters, in St. Petersburg, FL.  He is responsible for the strategically-driven transformation efforts of Jabil’s Corporate Functions and Capabilities, including: Information Technology, Human Resources, Finance, Legal, Supply Chain Management, and Engineering Technology Services.  Jeff has 20 years of professional experience of working in various industries with the ability to successfully influence and positively impact a culture at all levels of an organization to embrace a philosophy of continual improvement.  Jeff has a demonstrated track record of driving business transformations resulting in significant financial savings and operational performance.  

Prior to joining Jabil in 2012, Jeff was the Vice President for Operational Quality & Training for Wyndham Consumer Finance. He was responsible to develop and deploy the strategic direction of the process excellence methodology, quality assurance processes, and the career development of internal associates. 

Years before joining Wyndham Worldwide, Jeff worked for HSBC Mortgage Services, ICI-Paints, Solectron Technologies, and Automata International.  He is a certified Lean Six Sigma Master Black Belt and is an active volunteered leader with American Society for Quality’s International Team Excellence Awards.  

Jeff graduated from Ohio University in 1996 with a Bachelor of Science Degree from the School of Engineering and Technology.  He has lived in Tampa, Florida for 13 years with his two teenage children.  In his spare time, Jeff enjoys riding his jet ski, traveling, and playing organized ice hockey. 

Maria Thompson

Maria Thompson

Global Innovation Framework Leader, ITW Innovation Center

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 13:55 - 14:15 pm

Biography

Maria Thompson is a senior technology operations leader with international experience in innovation, change management, and organizational capability improvement. She facilitates teams to creatively solve problems to generate strategic patent portfolios and new product and service designs. She has introduced new processes, technology, and culture change to organizations, resulting in creativity, quality and productivity improvements. She’s an accomplished innovator and patent-holder skilled at fostering alliances with senior management, strategy, legal, research, marketing, engineering & services personnel. She’s successfully improved the innovation capability of organizations ranging from five to 5000 staff across AT&T Bell Laboratories, Motorola and now Illinois Tool Works, Inc. (ITW).

Since early 2014, Maria partners with ITW business innovation leadership in a Senior Director role to accelerate organic growth with a global innovation process framework. In addition to harmonizing business stage gate processes with the Innovation Framework for continuous improvement, she facilitates innovation tool workshops, expedites cross-Segment communications and creative problem solving, and enables best innovation practice sharing with an annual global Innovation Summit. Workshop topics include: Facilitating Small Teams, Customer Interviewing, Value Proposition derivation, Go To Market Strategy and Planning, and Structured Brainstorming.

She holds an M.S. in Math and Computer Science from the University of Waterloo, and B.S. Computer Science with a Statistics minor from Iowa State University.

Gary Peterson

Gary Peterson

Executive Vice President, Supply Chain & Production, O.C. Tanner

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 14:20 - 14:40 pm

Biography

Gary has worked for The O.C. Tanner Company for 29 years. His current assignment is Executive Vice President, Supply Chain & Production.

Prior to working in his current roll Gary has held an impressively diverse set of jobs with the O.C. Tanner Company, including Manager of Market Research, Manufacturing Change Facilitator (where he was instrumental in moving the operation from “batch” to lean, resulting in their receiving the Shingo Prize for Excellence in Manufacturing), Vice President of Manufacturing, Marketing Vice President of Award Development, and Vice President of Research and Professional Services.

Gary serves on the Executive Advisory Board for the Shingo Institute, and is a Shingo Examiner. In 2015 he was inducted into the AME (Association for Manufacturing Excellence) Hall of Fame. His experience with Lean Enterprise sends him around the globe helping others improve their operations. 

Gary holds an MBA and a Bachelor’s Degree in Statistics from Brigham Young University. He recharges his batteries by snowboarding, playing basketball, hiking, watching his 16-year old daughter play soccer, and being with his six (soon to be seven) grandchildren.

Eric Pope

Eric Pope

Vice President Operations, U.S. Synthetic

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 16:45 - 17:05 pm

Biography

Eric Pope serves as vice president of operations at US Synthetic (USS), a leading provider of diamond solutions for the energy industry. Mr. Pope joined US Synthetic in 1990 as a machine operator, with a focus on processing diamond products. He has worked as a production manager, process engineer, and R&D engineer during his time at US Synthetic. In 2001, Mr. Pope worked as an onsite USS customer engineer at Halliburton. He later became the product manger over the USS diamond rock bit and percussion product lines, in 2004.   

Throughout his career, Mr. Pope has been a driving force behind US Synthetic’s move from a typical batch and queue manufacturing system to a world-class, Lean manufacturing facility. As part of senior leadership team since 2006, Mr. Pope has been instrumental in implementing Lean training and techniques at every level of the organization. These efforts helped the company received the world's most prestigious award in 2011 for enterprise excellence, The Shingo Prize. Under Pope's leadership, the company maintains a strong focus on empowering employees and encouraging continuous improvement. This focus helped the company implement more than 34,000 employee-sponsored improvements in 2014. As a result, product innovation has increased and USS customers have been better served with improved delivery times, decreased inventory, and superior quality and performance. Lean improvements have allowed US Synthetic to grow at 23 percent annually since beginning the journey in 2005. 

Mr. Pope holds a Bachelor of Science degree (BS) in mechanical engineering and a Master of Business Administration (MBA) from Brigham Young University.

 

Alex Goryachev

Alex Goryachev

Senior Director of Innovation Programs and Strategy, Cisco

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 13:05 - 13:25 pm

Biography

As the Director of Innovation Programs and Strategy at Cisco’s Corporate Strategic Innovation Group, Alex Goryachev leads a team responsible for driving co-innovation through the company’s ecosystem of its Cisco Innovation Center Program, entrepreneur partner community, and company employees.  In addition, Mr. Goryachev is responsible for driving Cisco’s global Innovation Grand Challenges and overseeing Cisco Technology Radar, which identifies emerging technology transitions to shape internal and external innovation strategies.

Prior to assuming his current position, Mr. Goryachev was Director of the Cisco Innovation Center Program, an initiative he launched in 2013 and that has grown it into nine development hubs in major cities worldwide.  At these hubs, Cisco brings together customers, partners, startups, accelerators, governments, research communities and universities in a lab setting to discover, develop and implement game-changing, outcome-based solutions in vertical markets. 

Since joining Cisco in 2004, Mr. Goryachev has also held key roles in defining and operationalizing several high-profile Cisco initiatives, such as development of the company’s Country Transformation plan, which included leading the Country Transformation plan for Cisco in Russia. He also held senior roles in development, marketing, finance and channels organizations at Cisco.

Prior to Cisco, Mr. Goryachev had a successful consulting career with extended assignments at Napster, Liquid Audio, IBM Global Services and Pfizer Pharmaceuticals. 

Alex Goryachev holds a masters degree in international economics from the Moscow Institute of Social Sciences. His awards include the IDC Award for Best Practices in Marketing Dashboard Development. 

Dalton Li

Dalton Li

VP, Enterprise Lean Practices, MassMutual Financial

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 11:25 - 11:45 am

Biography

Dalton Li joined MassMutual in November of 2012 as Vice President, strategy and corporate development and is responsible for leading the strategy and thought leadership behind the MassMutual Way, an enterprise wide lean management system.  Dalton is responsible for designing the systems and principles for the MassMutual Way to ensure a long term culture of continuous improvement with a relentless focus on the customer.  Dalton is also responsible for coaching the CEO, the executive leadership team and developing change agents to role model the behaviors of lean leadership and implementing lean practices.

Prior to joining MassMutual Dalton spent over six years at McKinsey as a leader in the North American operations practice.  At McKinsey, Dalton deployed lean in several industries including manufacturing, consumer packaged goods, pharmaceuticals, information technology and financial services.   Before McKinsey, Dalton spent six years in the US Navy as a submarine officer aboard an award winning submarine and as an assistant professor of Naval Science at Fordham University and SUNY Maritime.

Dalton holds a B.S. in Systems Engineering and M.S. in Operations Research Engineering from George Washington University.  

Bryan Crowell

Bryan Crowell

Assistant VP of Continuous Improvement , Intermountain Healthcare

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 17:30 - 18:00 pm

Biography

Bryan Crowell is the AVP of Continuous Improvement at Intermountain Healthcare and former VP of manufacturing for ATK Armament Systems group and former plant manager at the highest scoring and first 2-time winner of the Shingo prize-winning Autoliv Airbag Module Plant in Ogden, Utah.   He has lead multiple organization through cultural transformation. 

With the combination of structure, processes and leadership behaviors Bryan has demonstrated the ability to engage all team members to drive results. Employees under his leadership and processes have implemented over 500K ideas being recognized as world class throughout industry.  Bryan co authored the Shingo prize winning book, Own the Gap: How to Build a Daily Kaizen Culture. He received a bachelor’s degree in physics from Weber State University and an MBA from Utah State University.  

Anil Nair

Anil Nair

Exec. Director, Global Lean, Safety and CSR, Ingram Micro

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 13:55 - 14:15 pm

Biography

Anil Nair is an operational excellence executive, with expertise and experience in delivering robust and sustainable results for a balanced scorecard across the supply chain. He has over 20 years of rich and progressive leadership experience in Lean Six Sigma program design, development & deployment, Operations Management, New Venture implementation, and integrative operating system design & development covering QMS/EMS/SMS/CSR elements, deployment, certification & maintenance to ISO 9001, 14001, 18001, R2 & 26000 standards, across diverse industries, including engineering & construction, aviation, printing, education, and distribution and logistics.

Anil is currently Sr. Director of Global Quality, Lean, EHS, and Corporate Social Responsibility for Ingram Micro (NYSE:IM), a Fortune 100 company, recognized as world’s largest wholesale technology distributor and a global leader in IT supply-chain, mobile device lifecycle services and logistics solutions with $46B in revenue and operating in almost 40 countries. In this role, he leads global deployment and overall program management of Quality & Lean Operating System, Safety Management System, and Corporate Social Responsibility program.

Prior to this, he served as Sr. Director of Purchasing and Process Excellence at Career Education Corporation (NASDAQ:CECO), a $2B education company based in Hoffman Estates, IL, from 2009 to 2013. He led the transformation of Procure-to-Pay operations involving multiple programs and channels at 80 campuses and corporate office nationwide. This included deployment of PeopleSoft Financial e-Procurement workflows, P-card program design & deployment, ensuring SOX regulatory compliance for financial transactions, and leveraging economics of scale and process improvements.

Anil lives in Chicago, IL with his son, and enjoys swimming, golf and traveling across the globe. He also enjoys volunteering as a Math tutor whenever he gets the opportunity. 

Chuck DeBusk

Chuck DeBusk

Vice President; Performance & Process Improvement, Universal Health Services, Inc.

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 17:10 - 17:30 pm

Biography

Chuck DeBusk is Vice President; Performance & Process Improvement for UHS of Delaware, a subsidiary of Universal Health Services, Inc. Chuck’s current role is to provide leadership to Operations and Clinical Process Improvement, Pharmacy, Surgery, Radiology and Laboratory.  Chuck has over 30 years experience in healthcare and healthcare process improvement and is a Certified Lean Six Sigma Master Black Belt and a Registered Professional Engineer.  He holds an MS in industrial engineering from the University of Tennessee and a BS in industrial engineering and operations research from Virginia Tech. He can be reached at Charles.debusk@uhsinc.com.

Joseph Spadaford

Joseph Spadaford

Chief Operations Strategy Officer, ComputerShare

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 11:25 - 11:45 am

Biography

Joe has over 30 years of experience in the financial services industry, primarily running large operating departments and businesses. As Chief Operations Strategy Officer he is responsible for driving operational excellence practices across all business lines and has led strategic change initiatives in the US, Canada and the UK. Before his current responsibilities, he was the firm's Chief Operating Officer of the US Equity Services business—the largest corporate stock transfer business in the US. 

He joined Computershare in July 2007 from AXA Equitable where he led several strategic process improvement initiatives and became the firm's first Certified Master Black Belt in Six Sigma. Prior to joining AXA, Joe was President of First Chicago Trust Company where he led the shareholder servicing group for many years, building it into a service leader among large transfer agents. His broad experience includes senior leadership positions in treasury operations, commercial lending operations and securities processing—all within the financial services industry.

Joe is a CPA and has broad expertise in risk management and operational controls from serving as Audit Group head at First Chicago and Citibank.  He is also a licensed Securities Principal and former President of Georgeson Securities Corporation—the US broker-dealer of Computershare. 

Zac Jacobson

Zac Jacobson

Sr. Director, Global Business Excellence & Customer Insights, eBay

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 13:30 - 13:50 pm

Biography

Zac is the Senior Director of Business Excellence and Customer Insights for eBay Marketplaces. In this capacity, he is responsible for the operating effectiveness of the Global Customer Experience organization which includes customer service, policy and risk management, billing and payments, and operations support service functions. His team’s mission is to create consistently excellent and efficient experiences that result in loyal customers.

 

Zac has 20 years of global leadership experience spanning military/government, operations/manufacturing, and technology industries. He joined eBay in 2010 from the world’s largest drilling services company where he led global operations responsible for 5500 employees and the profitability, productivity, safety, and asset management of a $1.2B business.  Prior to that, Zac served in a variety of leadership roles in operations; finance; strategy; and mergers, acquisitions, and divestitures.

 

Zac earned a B.A. from New Mexico State University and an M.A. from the University of Phoenix. He holds certifications in Project Management, Strategic Change Management, Six Sigma Black Belt, and Lean.  He is also the General Manager for eBay in Austin, Texas where he lives with his wife and three sons.

Dr. Terence Banhart

Dr. Terence Banhart

Head of Process and Cultural Excellence, Sandoz, Inc.

Biography

Terry Barnhart is Head of Process and Cultural Excellence at Sandoz Inc., a division of Novartis delivering affordable medicines to patients around the world. 

His recent book, Creating a Lean R&D System, describes his proven methods for transforming scientific innovation through rapid, low-cost learning.  Used successfully at Pfizer, the US Marine Corps, the US Navy, Proctor and Gamble and Lexmark, these methods repeatably double the rate and quality of team and organizational innovation.  

At Sandoz, Terry combines organizational development and team dynamics approaches to assess and transform team, function and company culture to support our journey to be the best.

Most recently, Terry has begun working on corporate operating systems.  Like computer operating systems, these systems define what can be done in a company and what cannot.  This makes corporate operating systems among the most powerful mechanisms in a company.  Unfortunately, like computer operating systems, they operate in the background, rarely seen and almost completely misunderstood by users.  By creating a framework to assess and ultimately adjust corporate operating systems, companies will be able to deliberately create new growth trajectories for themselves in the same way that iOS and Android radically changed the value of mobile devices.

Dr. Barnhart holds a PhD and worked as a research scientist at GE, a consultant at McKinsey and Company, and an R&D strategist at Pfizer.  He lives in New Jersey with his wife, two daughters and an exuberant German Shepherd.

Solomon Dadebo

Solomon Dadebo

Head of Productivity, PBC, Product Mgmt., Process Systems Eng. & Ops Excellence, Global HyCO, Praxair, Inc.

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 13:55 - 14:15 pm

Biography

Solomon Dadebo is currently Head of Productivity, Product Management, Pipeline Business Center and Process Systems Engineering, Global HyCO, Praxair, Inc., The Woodlands, Texas. He has held positions of increasing responsibility that covers Process systems engineering, product management and Energy Management since he joined Praxair in 2000.  He has a passion for operational excellence pertaining to facility-wide optimization and effective performance monitoring. 

Prior to joining Praxair, Solomon worked with Imperial Oil Ltd as a Lead Process Control Applications Engineer in Sarnia, ON, Canada. He holds a Doctoral Degree in Chemical Engineering from Queen’s University at Kingston, ON, Canada and a Master’s Degree in Chemical Engineering from the University of Toronto, ON, Canada.  He holds 4 patents.

Leigh Tauber

Leigh Tauber

Head of Portfolio Business Process & Systems, Portfolio Strategy & Management, AstraZeneca

Biography

Ms. Tauber has over 20 years of experience leading business and technology transformation initiatives, both as a consultant and within industry. She has led business process and technology transformation teams in multiple biopharma organizations and is currently responsible for the AstraZeneca drug portfolio management system and related processes, including cross-functional data integration/integrity and portfolio analysis.  She has also initiated and expanded Operational Excellence organizations and has experience applying multiple business transformation methodologies to complex organizations. She holds Bachelor’s degrees in Economics and Philosophy from Smith College as well as a Master of Science degree in Astronomy from James Cook University. 

Alex Jones

Alex Jones

Lean Transformation Leader, Intel

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 13:30 - 13:50 pm

Biography

Alex Jones is a Lean Transformation Leader at Intel.  He is responsible for driving organizational and process changes that increase quality, decrease cost, and accelerate time to market across Intel's product development value streams.  Jones joined Intel in 1997 as an Industrial Engineer and has held a variety of positions in manufacturing, technology development, strategic planning, platform architecture, and lean leadership.  He holds a bachelor's degree in Industrial and Operations Engineering from the University of Michigan and an MBA from the University of Oregon. 

Stephan Blasilli

Stephan Blasilli

Head of Corporate Initiatives, EDP Renewables

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 13:30 - 13:50 pm

Biography

Stephan Blasilli is an industry recognized Business Process Management (BPM) expert & Head of Corporate Initiatives for EDP Renewables in North America (one of the largest renewable energy companies worldwide).

Prior to joining EDPR, he worked for various technology companies (including Bosch) on Business Process Outsourcing, Business Intelligence, and strategic planning projects.

Stephan holds a graduate Business Degree from Johannes Gutenberg University in Germany. Stephan specializes in Agile BPM, a discipline that he is a pioneer in.

Jean Lu

Jean Lu

Principal, Vanguard

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

Jean joined Vanguard in November 2002 as a municipal bond analyst in the Fixed Income Group.  Today, she leads the process excellence (PE) team for the Investment Management Group.  Prior to her association with Vanguard, Jean worked as portfolio manager for Rochdale Investment Management and credit analyst at The Hartford.  Jean began her career as a rating agency analyst for Moody’s Investors Service.  She holds a B.A. from Stanford University and a M.P.P. from Harvard University. 

Deb Lindway

Deb Lindway

Enterprise Director of Lean Six Sigma , KeyBank

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 13:30 - 13:50 pm

Biography

Deb Lindway is the Enterprise Director of Lean Six Sigma at KeyBank in Cleveland, Ohio.
In this role, Deb has built a team and program focused on deploying a Lean Six Sigma pragmatic approach to enable business transformation across core business units. This approach improves efficiencies and ratio performance with focus on both revenue growth and expense reduction priorities.  Supported by alignment to the CFO, Deb and her team partners closely with business and finance leaders on strategic priorities. Improving client experience, simplifying E2E processes and achieving shared business value realization are a few of the goals achieved.

The Enterprise LSS program has delivered over $50MM in financial benefit covering revenue and expense reduction in 3 years.  Prior to joining KeyBank, Deb was with Bank of America in multiple senior leadership roles and functions including Consumer Channel Technology, Enterprise Operations and Business Banking.   She obtained her Six Sigma certifications at GE during her 13 years in their materials business and holds MS and BS degrees in Chemical Engineering. 

Bernard Borowski

Bernard Borowski

Vice President, Deputy Head of Global Process Excellence & Lean, Sanofi

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 13:30 - 13:50 pm

Biography

Bernard Borowski is a Vice President, Deputy Head of Global Process Excellence & Lean at Sanofi, based in NJ. Bernard is a Business Process Excellence executive with 20 years of global experience and functional expertise in finance. He led cross-functional initiatives that required reengineering processes, coordination of system overhauls and managed financial services operations. Bernard was certified as a Lean-Six-Sigma Master-Black-Belt in 2003 while on the prestigious GE Corporate Audit Staff.


Prior to joining Sanofi, Bernard served as Principal, at the Boston Consulting Group in New York; Executive Director in the Finance Strategy, Operations and Technology group at Morgan Stanley in New York where he led regulatory readiness and efficiency programs. Prior to that, he held leadership roles in Quality and Financial Operations at GE for 12 years in the United States and in France, in the consumer and commercial lending businesses of GE Capital and at GE Treasury. Bernard also held Financial and Operational Auditing roles at Arthur Andersen in Paris, France and Tel-Aviv, Israel, and at Bestfoods (Unilever) in the United Kingdom.

 

Tze Chiam, PhD

Tze Chiam, PhD

Associate Director, Research Informatics, Christiana Care Health System

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

Tze is the Associate Director of Research Informatics in the Value Institute at Christiana Care Health System. He is the Principal Investigator of multiple research studies where he and his team utilize multi-method approach including statistical methods, computer simulation, and other techniques to solve pragmatic problems such as predicting surgical outcomes, optimizing staffing, and evaluating outcomes of large scale implementation of process interventions in the health system. He also manages the Data Analyst team and prioritizes research studies, as well as co-chairs the research forum at the Value Institute facilitating the exchange of research ideas and research progress.

Prior to joining Christiana Care Health System, Tze conceptualized and developed the Business Intelligence and Research department at UMass Memorial Healthcare. This department supported initiatives ranging from corporate strategies to process improvement activities by utilizing robust data analytics and Industrial Engineering techniques.

Tze has served as a reviewer for several scientific journals, a keynote speaker and an invited speaker for several national conferences. He graduated from Purdue University, where he earned his PhD in Industrial Engineering.

In his free time, Tze enjoys taking dance classes, photography, and traveling.

Angel Garcia

Angel Garcia

Global Continuous Improvement Leader, Catalent Pharma Solutions

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 13:30 - 13:50 pm

Biography

Angel R. García is an engineer and process improvement executive with over 20 years of experience in Global Operational Excellence Programs, Global Supply Chain Management and Commercial Operations. Currently Angel holds the position of Global Continuous Improvement Leader at Catalent Pharma Solutions.

Before joining Catalent in 2016, Angel was the Vice President of Operational Excellence for Univision Communications Inc. where he developed and executed the first OpEx Program at the number one Hispanic Media Broadcasting Network in the United States.

In addition, Angel has held several leadership positions in Medical Devices Manufacturing, Technical Service, Global Sourcing, and Six Sigma within Covidien, Tyco Healthcare, Medtronic Diabetes and several business of the GE Company. He holds certifications in Lean Six Sigma as a Black Belt and Master Black Belt and he is a certified Project Management Professional

Anu George

Anu George

Chief Quality Officer, Morningstar, Inc.

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 12:00 - 12:30 pm

Biography

Anu George is Chief Quality Officer for Morningstar. She is responsible for providing strategic direction to Morningstar’s operational excellence & continuous improvement initiatives. She works at the intersection of operational excellence, human behavior & technology. Anu is an avid reader, and has an eclectic choice of the books she reads. She enjoys learning and experimenting with new thoughts in the world of change management, organizational behavior, operational excellence, LEAN & Agile.

 

Anu has more than 20 years of experience in operations management and Lean Six Sigma. Before joining Morningstar in 2010, she had worked for Unilever and GE. She is a frequent speaker on topics including business process excellence and leadership.

 

Anu holds a bachelor’s degree in economics and accounting and a master’s degree in business administration, with a specialization in marketing, from the University of Mumbai. 

Jason Morwick

Jason Morwick

Director of Business Improvement and Quality, Wyndham Vacation Ownership

Biography

Currently, Jason is Director of Business Improvement and Quality at Wyndham Vacation Ownership in Orlando, Florida.  Prior to Wyndham, he worked in a variety of positions in areas such as finance, operations, supply chain, and human resources.  He is a Six Sigma Master Black Belt from General Electric and helped implement Lean Six Sigma programs at other employers, including CHEP and Cisco Systems. 

A former Army officer, Jason is a graduate of the United States Military Academy at West Point and earned a Masters of Business Administration from Regis University, Denver, Colorado.  Jason has trained hundreds of employees in Six Sigma, Project Management, Change Management, and Leadership. 

He is the co-author of Making Telework Work: Leading People and Leveraging Technology for High-impact Results (Davies-Black Publishing, 2009), Gridiron Leadership (Praeger, 2009), Workshift: Future-Proofing Your Organizations for the 21st Century (Palgrave Macmillan, 2013) and contributing author to Six Sigma and Software Quality Improvement (McGraw-Hill, 2010).  Moreover, Jason has published in journals, magazines, and websites such as Quality Progress, Review of Business, Business Journal, Strategic HR Review, American Business Review, isixsigma.com.        

Beth Schmidt

Beth Schmidt

VP, Process and Project Management, Mutual of Omaha

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 14:20 - 14:40 pm

Biography

Beth Schmidt is the Vice President of Process and Project Management at Mutual of Omaha.  She has responsibility for the analysis and delivery of projects that support New Business processes. She also has a team of lean process improvement facilitators who engage in everything from major business unit transformation to project process mapping. 

In addition to having a passion for process efficiency, Beth is passionate about high performance cultures.  She was one of the original founding members of the Omaha Culture Ambassadors, a local group of like-minded individuals that is quickly growing to other cities around the country.  She is a certified facilitator of culture change for Mutual of Omaha, and a Master Culture Champion.   

Prior to joining Mutual of Omaha, Beth was the Director of Application Development at Farm Credit Services of America which has steadily been one of Omaha’s Best Places to work.  She has 15 years experience in delivering software solutions, from programming to project management to team leadership. Beth holds a Master’s Degree in Adult Learning and Organizational Performance with a dual emphasis in Leadership, and Training and Development.

Peter Evans

Peter Evans

Director of LCI, LEGO

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 07:55 - 08:05 am

Biography

Peter Evans was born in 1955. He joined LEGO in February 2016.

The early part of his career was in Finance in various industries, including Defence, Financial Services and Telecommunications.  Peter worked for General Electric throughout the 90’s including spells in Manchester, Brussels, Shannon (Eire) and Connecticut. 

From 2000 to 2013 he worked in Telecoms in the UK, first with Vodafone, then Cable & Wireless, before finally leading operational Excellence for Virgin Media. 

From 2013 to 2015 Peter led Process Excellence in Northern Europe for Maersk Line, based in Copenhagen

Since February 2016 Peter has been Director of LCI (LEGO Continuous Improvement) at LEGO with specific responsibility for Corporate Business Services and is actively involved in establishing a Global Business Services Organisation for Finance and HR services.

Peter Lives in Newbury UK with his wife Amanda and Golden Doodle Harvey.

Matthew Morgan

Matthew Morgan

Head of Process Excellence, Bridgewater Associates

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 11:25 - 11:45 am

Biography

Matthew Morgan joined Bridgewater Associates to implement a new process excellence program in 2012.

Before joining Bridgewater, Matthew led global Business Improvement at Parsons Brinckerhoff, a $2.6 billion engineering company. There, he developed and deployed a new process improvement function where none had previously existed and a global business management system to drive continual improvement and process standardization across many business units overseeing the firm's 150+ worldwide offices.

Previously, Matthew worked as a strategy consultant at McKinsey & Company and as a Lean Six Sigma professional and operations leader at Starwood Hotels, including managing a $30 mil, 300-person turnaround operation. A former Army intelligence officer, Matt has written 9 books on Afghanistan, terrorism, and related topics. He graduated with a BS from West Point and MBA from Harvard Business School.

Rick Hepp

Rick Hepp

Executive Director, Operational Excellence, Bristol-Myers Squibb, Global Manufacturing and Supply

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

Experiences: 12 Years – Product & Process Technology Leadership experience in Chemical and Plastics Industry (Aldrich Chemicals, General Electric Plastics);

8 Years Global Sourcing/Supply Chain Management (GE Plastics); 19 Years as Six Sigma Quality Leader in Plastics, Insurance, and Health Care Industry

(GE Plastics, GE Financial Assurance, and United Health Group) with the last 10 years in BioTech (Drug & Device … Nektar Therapeutics, Amylin Pharmaceuticals, and Bristol-Myers Squibb).

Education: Ph.D.-Organic Chemistry; B.A. in Chemistry/Zoology/Computer Science; Lean/Six Sigma Quality…Certified MBB, Trainer & Facilitator; Change Management Leader… Certified in GE CAP®  & Facilitation; Quality Training and Certification … Lean, DMAIC, DMADOV, and Change Management;

Certified “Train the Trainer”. 

“Rick” Hepp, PhD

Executive Director, Operational Excellence - Strategy & Business Integration, Global Manufacturing & Supply, Bristol-Myers Squibb

Rick.hepp@bms.com  Phones: Office  732-227-6436  Mobile  650-307-2566

Stephen Wilson

Stephen Wilson

Managing Partner , WIlson Perumal & Company

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 17:30 - 18:00 pm

Biography

Stephen is Managing Partner and co-founder of Wilson Perumal & Company. His new book, Growth in the Age of Complexity, will be published later in 2017.  Stephen works with senior leadership teams in corporations and private equity, advising them on critical strategy and operations issues.  Stephen has written extensively on the topics of growth strategy, cost-competitiveness, organizational development and in particular, on the issue of competing in today’s complex world.  He is co-author of Waging War on Complexity Costs (McGraw-Hill, 2009)

At WP&C, Stephen works closely with CEOs, COOs and other corporate leaders around the issues of optimizing the portfolio and customer offerings, simplifying and aligning a company’s operating model, and developing growth strategies that achieve scale and profitability. He works across industries, and has particular depth in Consumer Goods, Industrial Goods, Manufacturing & Retail.

Stephen began his consulting career with Marakon Associates, a strategy consultancy, then spent six years with George Group Consulting, joining as a Senior Consultant and rising to election as Principal, as part of the Global Leadership Team.  He was a founding member of its Operations Strategy practice, led the development of the European business and was leader of George Group's intellectual capital initiatives. Upon the acquisition of George Group by Accenture, Stephen became Partner. He left to found Wilson Perumal & Company, Inc.  Stephen is a contributor to journals such as Chief Executive magazine, CNBC.com and Investors Business Daily.  He holds an MBA from The Wharton School in Finance and Strategic Management and resides in Dallas.  

Christopher Govero

Christopher Govero

Executive Director of Performance Improvement and Outpatient Services , Hospital Sisters Health System

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

Christopher Govero has over 15 years of Lean/Six Sigma process improvement experience in a wide range of industries, including Healthcare, Manufacturing Government, Department of Defense, Education and other service industries.  He has also spent time consulting both domestically and abroad.

Chris holds a Bachelor of Science degree from Missouri Southern State University and a Master of Business Administration from Webster University, St. Louis, Missouri.  In addition, he also holds an ASQ Lean Six Sigma Black Belt certification.

Chris currently works as the Executive Director of Performance Improvement and Outpatient Services at HSHS St. Elizabeth’s in Belleville, IL. His key responsibilities include leading hospital wide Lean Six Sigma efforts as well as operations in Outpatient and Revenue Cycle departments.

Nick Ruhmann

Nick Ruhmann

Director of Operational Excellence, National Flood Services - Aon Affinity

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 17:10 - 17:30 pm

Biography

Nick Ruhmann is an ongoing student of "lean thinking", the Toyota Production System, and certified Six Sigma Master Black Belt currently leading the enterprise wide deployment of an Operational Excellence culture at National Flood Services, a leading flood insurance solutions provider and division of Aon plc.

From 2010 to 2012, he worked in medical device industry for BD Medical, leading Continuous Improvement within their Diabetes Care division, but spent the bulk of his career with Tenneco Inc., a major Tier I automotive supplier to nearly every OEM including Toyota. During that time, Nick’s career has offered a diverse background, including both functional and leadership positions across Research & Development, Product Engineering, Process Excellence, Operations, Process Engineering, Quality, and Supply chain.

Dennis Raymer

Dennis Raymer

VP of Operations Excellence , Baylor Scott & White Healthcare

Biography

Dennis is currently A Vice President of Operations Excellence at Baylor Scott and White Healthcare in Texas. BSWH is the largest non-profit Healthcare system in Texas

His has a Bachelor’s degree in Business Finance from the University of Louisville with additional studies at the Gatton School for Leadership.

His Lean experience began at the Toyota Motors Manufacturing plant in Georgetown Kentucky where he served as a Group Leader in both the Paint and Plastics departments as his first exposure to Lean theory and application. Dennis credits this hands on learning from Japanese Sensei’s as critical to his ability to apply Lean concepts in many diverse industries and applications.

He has over 29 Years of Lean experience as a Lean coach, mentor, trainer and Toyota Production Systems Supervisor. He has spent over 18 years as a problem solver and change agent in manufacturing and industries in the United States and abroad. In addition he worked internationally over 5 years in China, Sri Lanka, Egypt and Spain leading organizations and individuals through the cultural change needed to learn, implement and sustain Toyota Production Lean Systems.

Since 2006 I have served as a lean developer and presenter of lean tools and implementation. It has spread from manufacturing, to include transactional, construction and healthcare. He began focusing 100% of his time on the application of Lean in healthcare starting about 2009 and has been employed at Baylor Scott and White since 2012. 

Kevin Duggan

Kevin Duggan

Shingo Award-Winning Author, Founder, Institute for Operational Excellence

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Tuesday 21st March 2017 | 09:00 - 10:30 am

Biography

Kevin J. Duggan is a renowned expert in applying advanced lean techniques to achieve Operational Excellence and the author of four books on the subject: Design for Operational Excellence: A Breakthrough Strategy for Business Growth, Creating Mixed Model Value Streams, Operational Excellence in Your Office: A Guide to Achieving Autonomous Value Stream Flow with Lean Techniques and Beyond the Lean Office: A Novel on Progressing from Lean Tools to Operational Excellence.

As the Founder of the Institute for Operational Excellence, the leading educational center on Operational Excellence, and Duggan Associates, an international training and advisory firm, Kevin has assisted many major corporations worldwide, including FMC Technologies, Chromalloy, Aetna, SpaceX, Caterpillar, Pratt & Whitney, Singapore Airlines, Sikorsky, IDEX Corporation and Parker Hannifin. A recognized expert on Operational Excellence, Kevin is a frequent keynote speaker, master of ceremonies, and panelist at international conferences, and has appeared on CNN and the Fox Business Network.

Donna Powers

Donna Powers

Lean Six Sigma Specialist, Catholic Health Services Long Island

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Tuesday 21st March 2017 | 15:30 - 17:00 pm

Biography

Dr. Donna Powers is the Lean Six Sigma Specialist for the Catholic Health Services of Long Island (CHSLI).  With a proven track record of healthcare process improvement and organizational change, Donna joins a committed team of leaders who strive to improve patient safety and quality of care in their journey toward becoming a high reliability organization. 

Prior to joining CHSLI, Donna enjoyed a long career at Northwell Health (formerly North Shore –Long Island Jewish Health System) with expertise in clinical nursing, hospital administration, operations, resource management, patient throughput and quality. She held positions including Assistant Vice President Ambulatory Cancer Services and Director Program Evaluation where she used Six Sigma, Lean and Change Management methods to drive business initiatives and goals.

Donna has trained hundreds of healthcare employees as a faculty instructor for the Center for Learning and Innovation (NSLIJHS) and introduced Six Sigma and Lean thinking to the Executive MBA program at Wagner College where she is employed as an adjunct professor.

Dr. Powers has earned a Doctorate of Nursing Practice from Case Western Reserve University, a Masters of Public Administration from Long Island University and a Bachelor of Science in Nursing from Hunter College- Bellevue School of Nursing.  She is certified as a Six Sigma Master Black Belt and Lean and Change Management expert. She has presented nationally and is a published author. 

Gary Muszynski

Gary Muszynski

Founder & CEO, Orchestrating Excellence

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Tuesday 21st March 2017 | 13:30 - 15:00 pm

Biography

Gary Muszynski is an organizational development consultant and musician influenced by neurological research and how it can be applied to leadership, collaboration, change and creativity. He is also the founder and CEO of Orchestrating Excellence, a global team and leadership development firm that leverages the power of play for culture change and innovation.  Gary and his team works with companies such as Pixar, Genentech, Kaiser, Electronic Arts, Bank of America, McKesson, HopeLab, and Xerox PARC, and has presented immersive learning programs and interactive keynotes for Fast Company, Apple University, and the Stanford Graduate School of Business.

Ezra Eckhardt

Ezra Eckhardt

COO, Wave Form Systems

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 17:10 - 17:30 pm

Biography

Ezra Eckhardt is the VP/COO and a principle at Wave Form Systems, a premier provider of regional mobile medical services.  Additionally, Ezra is an accredited investor serving on several private company boards of directors and small business advisory councils.

Prior to his current role, Ezra was a senior executive in the financial services space serving as president and chief operating officer of Sterling Bank, chief operating officer of Sterling Financial Corporation, and executive vice president of operations and Umpqua bank.  His prior experience includes general management, operations, leadership and continuous improvement work at Microsoft, Honeywell and the U.S. Army.

Ezra is currently the chairman of the finance committee and member of the board of directors for the Spokane International Airport and sits on the board of directors for Gonzaga Preparatory School.  Ezra has also served as adjunct professor at the Gonzaga University Graduate School of Business, appointed advisory roles for local and national elected officials, numerous chamber boards and committees, and the local affiliate of Habitat for Humanity.

He is a distinguished graduate of the U.S. Military Academy at West Point. He also has earned a master’s degree in business administration from Gonzaga University and has advanced training in applied statistics from the Rochester Institute of Technology. Ezra has an established background in operational excellence and continuous improvement.

Chris Carpenter

Chris Carpenter

Vice President of Business Improvement, Turner Broadcasting System

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 13:55 - 14:15 pm

Biography

Chris Carpenter is the Vice President of Business Improvement at Turner. His team of internal consultants deliver high-impact management consulting and program management services to initiatives associated with the continuous improvement of the enterprise. Recent initiatives include working with senior management on large-scale business unit reorganizations, process transformation, technology strategy, merger integration, and organizational redesign. Chris’s consulting career spans 18 years and includes extensive experience advising c-suite executives. 

Chris joined Business Improvement in late 2007 but spent the four previous years working with Turner as the lead external consultant on a number of initiatives including a global, finance transformation initiative. Prior to working with Turner, Chris spent 10 years in management and technology consulting, holding a variety of regional, practice‐leadership responsibilities at Andersen Business Consulting, BearingPoint (formerly KPMG Consulting), and 33West. His project work was concentrated in the media & entertainment with a heavy functional focus on CFO advisory services. In addition, Chris led a number of large scale international projects in Europe and South Africa. 

Mustafa Abdulali

Mustafa Abdulali

Director of Lean Transformation, NCH Healthcare System

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 13:55 - 14:15 pm

Biography

Mustafa Abdulali is the Director of Lean Transformation at NCH in Naples, FL.   Mustafa is focused on engineering a culture that embraces structured problem solving using tools and techniques from process improvement methodologies such as Lean and Six Sigma.  He previously worked as the Director of Performance Improvement at Main Line Health in Philadelphia, PA and had spent over a decade in the Automotive and Aerospace industries where he held a variety of positions.  

Mustafa has a Bachelors degree in Mechanical Engineering from the Georgia Institute of Technology, an MBA from the University of Florida and is an American Society of Quality Certified Lean Six Sigma Black Belt.

Morgan Porter

Morgan Porter

CTO, Mentis Neuro Health

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 13:05 - 13:25 pm

Biography

Morgan’s role at Mentis is to advance the company’s strength in clinical innovation through digital transformation.  He also serves as the company’s compliance officer where he focuses on continuous quality improvement through microlearning and outcome analytics.  Morgan joined Mentis with more than 20 years of experience  helping healthcare organizations improve efficiency, quality and scalability by adopting next generation mobile, cloud and analytics technology.

Leslie Dowling

Leslie Dowling

Vice President Planning, Architecture, and Strategic Change Management, USAA

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

Leslie Dowling joined USAA in January of 2013 leading the performance consulting practice supporting 25K+ employees. Over the next 2 years, Leslie’s understanding of business process, quality, continuous improvement and change allowed her to take on the staff operations functions supporting 5 unique lines of business. During this time, Leslie and her team regularly drove 10-15% productivity improvements year over year resulting in $100M+ in expense reduction and cost avoidance to the company. Early in 2016 Leslie was asked to lead the planning, business architecture and strategic change management functions for the enterprise. The team is proud of their recent work to measure, bring awareness, and manage change saturation for 29K employees and nearly 12M members.

Prior to joining the USAA team Leslie led process improvement, learning, performance, quality and change teams in large, complex organizations like UnitedHealth Group, Express Scripts, and Qwest Communications. Leslie continue to serve on multiple advisory panels and not-for-profit boards.

Ricardo Estok

Ricardo Estok

Enterprise Principle Leader, Global Manufacturing Operations & Council, Johnson Controls, Inc.

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 16:45 - 17:05 pm

Biography

Ricardo Estok, has over 20 years of experience driving sustainable Operations, Commercial and Business Excellence Transformations

He has multicultural and functional experience at global companies in the US and LA, including Johnson Controls, S.C. Johnson, Abbott and Pepsi.

He holds a master’s of science in business from the University of Miami; a bachelor’s of science in industrial engineering, and he is master black belt.

He speaks English, Hungarian and Spanish

Currently, his role is as the Enterprise Principle Leader, Global Manufacturing Operations & Council at Johnson Controls Inc.

Ricardo moved to Wisconsin, USA, with his wife, 10 years ago.

Marsha Maldonado

Marsha Maldonado

Senior Business Improvement Lead, Turner Broadcasting System

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 13:55 - 14:15 pm

Biography

Marsha Maldonado is a Sr. Business Improvement Lead in Business Improvement at Turner. Business Improvement is a team of internal consultants who deliver high-impact management consulting and program management services to initiatives associated with enterprise-wide continuous improvement. Recent initiatives include working with senior management on organizational redesign, process transformation, technology implementation, and merger integration. Marsha’s consulting career spans 17 years. 

Marsha joined Turner and Business Improvement in 2004. Prior to working with Turner, she spent over 5 years in management consulting in a leadership role at PricewaterhouseCoopers (PwC) Consulting and IBM Global Services. Her project work spanned multiple industries with a focus on financial transformation, including performance management, budgeting and forecasting redesign, and cost reduction initiatives. Prior to consulting, Marsha managed an Investment Operations accounting team at Prudential Insurance Company. Marsha holds an MBA from Duke University - Fuqua School of Business. 

Stuart Janzen

Stuart Janzen

Senior Solutions Architect, PetHealth, Inc.

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

Stuart Janzen is Senior Solutions Architect at Pethealth Insurance, Inc. , where he was recently selected as a 2017 OPEX Week award finalist for his work in transforming a highly ineffective claims process by automating 98% of the tasks, reducing labor by 65%, elimination 100% of duplicate data entry, vastly improving customer satisfaction, and speeding the entire process up by 75%.

For the last 18 years, Stuart has been creating efficient solutions within BPM framework and environments.  By identifying and analyzing poor processes, Stuart has created and implemented new transformative processes in the transportation, education, health care, manufacturing, oil and gas, government, banking and insurance industries.

 

Dr. Sandy Furterer

Dr. Sandy Furterer

Associate Professor, Department of Engineering Management, Systems & Technology, University of Dayton

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 13:55 - 14:15 pm

Biography

Sandy Furterer is an Associate Professor at the University of Dayton, in the Department of Engineering Management, Systems and Technology.  She recently came from industry as a VP of Process Transformation for Park National Bank in Columbus, Ohio.  She is also a part time faculty member in the Masters of Science in Quality Assurance program at Kennesaw State University. 

Dr. Furterer received her Ph.D. in Industrial Engineering with a specialization in Quality Engineering from the University of Central Florida in 2004.  She received an MBA from Xavier University, and a Bachelor and Master of Science in Industrial and Systems Engineering from The Ohio State University. 

Dr. Furterer has over 25 years of experience in business process and quality improvements.   She is an ASQ Certified Six Sigma Black Belt, a Certified Quality Engineer, an ASQ fellow, and a certified Master Black Belt.  

Dr. Furterer is an author or co-author of 4 reference textbooks on Lean Six Sigma, Design for Six Sigma and Lean Systems, including her latest book:  Lean Six Sigma Case Studies in the Healthcare Enterprise by Springer publishing in 2014.

Topic Title:

Linking your Business' Core Processes and Process Architecture with Strategy

Prior to her current position, Sandy built the process infrastructure that incorporated a process architecture map as the VP of Process Transformation at Park National Bank. In this talk she will address how to:

  • Tie process improvement project prioritization with the core processes and strategic plan
  • Improve processes by documenting and creating process and procedure change control for execution
  • Expand lean six sigma projects with process infrastructure
  •  Govern a process council made up of leaders to build a process improvement network 
Dr. Mathias Kirchmer

Dr. Mathias Kirchmer

Managing Director & Co CEO, BPM-D

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Tuesday 21st March 2017 | 15:30 - 17:00 pm

Biography

Dr. Kirchmer is a visionary leader, thought leader and innovator in the field of Business Process Management (BPM), combining his broad practical business experience with his extensive academic research. He has added significant value to organizations of various sizes and industries in an international environment.

Most recently, Dr. Kirchmer co-founded BPM-D, a company focused on establishing and applying the BPM-Discipline for strategy execution in a digital world. BPM-D was named by CIO Review one of the 20 Enterprise Architecture solution providers to watch and by InsightsSuccess one of the 50 most valuable Tech Start-ups in the US. Before he was Accenture’s Managing Director & Global Lead for BPM and CEO of the Americas & Japan for IDS Scheer, best known for its ARIS software. 

Dr. Kirchmer remains involved in academia as an affiliated faculty member at University of Pennsylvania, Widener University, Philadelphia University and guest professor at the Universidad de Chile. In 2004, he received a research and teaching fellowship from the Japan Society for the Promotion of Science. Dr. Kirchmer has published 6 books and over 120 articles.

Dr. Kirchmer holds a PhD in Information Systems from Saarbrucken University, Germany, a Master in Business Informatics from Karlsruhe Technical University, Germany, as well as a Master in Economics from Paris-IX-Dauphine University, France.

Mamta Patel

Mamta Patel

Administrative Laboratory Director, Rockford Health System

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 11:25 - 11:45 am

Biography

Mamta Patel, MS, MT. is Administrative Director of Laboratory Services at Rockford Health System in Rockford Illinois. Mamta has Master’s degree in Microbiology and Medical Technology. She has 20 years of experience in healthcare at various levels of clinical Laboratory leadership positions. She is in her current role at Rockford since 2009 successfully leading all areas of the laboratory including outreach laboratory.

Mamta has received training and certification for Lean specialist as well as Lean-Six Sigma Black Belt. Mamta has led many cross functional teams to drive process improvement initiatives realizing significant financial savings, cycle time reduction, technology automation, culture transformation, customer satisfaction enhancement etc.

Under her leadership laboratory is recognized as lean leader and have received several quality awards including True North Matrix award. Mamta has received nomination for Jack Packard Quality award. She is also recognized as innovative thinker & strong change agents. As a Recognition and Celebration team chair, she has created & implemented system wide STAR award program to create culture of appreciation, recognition and celebration. Mamta has transformed work culture to be more respectful, customer centric & team oriented. Mamta has served as board member for American Association of Clinical Chemistry for Chicago. 

Ernie Spence

Ernie Spence

Former Commander, US Navy, Manager , Wilson Perumal & Company, Inc

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 13:05 - 13:25 pm

Biography

Ernie served in the US Navy for 22 years as a fighter pilot and test pilot.  He commanded and successfully turned around multiple F/A-18 squadrons, including the largest in the Navy, where he was responsible for leading a diverse workforce of 1300 employees and 117 aircraft to train 60% of the Navy’s fighter aircrew.  In this role, he reduced Operations & Maintenance costs by 36% in just one year while simultaneously restoring to service over $3.6 billion worth of high-performance aircraft and increasing pilot production by 44%. 

Today, Ernie is a Manager for Wilson Perumal & Company where he leads the company’s execution practice helping organizations achieve operational excellence through proactive management of their culture and focusing on fully integrating the business strategy with the company’s management system and culture.   Ernie has a Master of Science degree in National Resource Strategy from the National Defense University, Eisenhower School; a Master of Science degree in Aeronautical Engineering from the Naval Postgraduate School; and a Bachelor of Science degree in Aerospace Engineering from the University of Colorado.  He is also a graduate of the US Naval Test Pilot School.

Hauke Schupp

Hauke Schupp

SVP, Operational Excellence, Ten-X

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Tuesday 21st March 2017 | 10:45 - 12:15 pm

Biography

Hauke joined Ten-X in November 2014 as SVP, Operational Excellence. He oversees Operational Risk, Change Management, and Project Management for the Residential Business with focus on delivering integrated customer centric solutions that make real estate transactions transparent and simple.

Prior to joining, Hauke was vice president of enterprise project management at Ocwen Financial. Earlier in his career, Hauke held leadership positions with State Street Bank, Systems Evolution, Management Engineers and Bose Corporation.

Hauke holds a Masters in Mechanical and Process Engineering from the TU Darmstadt, Germany and a Masters in General Management from Harvard.

Joel Rapowitz

Joel Rapowitz

Senior Director, Citi Retail Services

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

Joel has been with Citibank's Retail Services credit card division since 2003 in a variety of Operational and Business roles, increasing in responsibility with each move. Citi Retail Services issues private label and co-brand credit cards on behalf of major retailers such as The Home Depot, Best Buy, Macy's, Sears and more. Citi Retail Services has over 90 Million open card member accounts as well as over 8,000 employed associates.

In his current role as Senior Director, Head of Planning and Strategy (since 2014), Joel has 40 exempt employees on staff and manages many critical functions for the business including business and operational reengineering, budgeting and prioritization for all  technology program expenditures, partner interfacing for business and technology solutions and an automation solutions development team. In addition, he carries key responsibilities associated with the Know Your Customer (KYC) and Anti Money Laundering (AML) programs.

Prior to this role, Joeal was a Senior Operations Director and managed the Sears Credit Card customer service and inbound sales function (2012 - 2014). He had direct responsibility over 1,400 FTE located in four domestic plus two offshore sites. Joel was also responsible for the overall Sears partner relationship relative to credit card operational matters.

Nathan Barnett

Nathan Barnett

Product Marketing Manager, Microsoft Workplace Analytics

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Tuesday 21st March 2017 | 09:00 - 10:30 am

Biography

Nathan Barnett drives go-to-market activities for Workplace Analytics, where he works across Microsoft functions and with industry thought leaders to establish a new product category focused on organizational and behavioral analytics. He previously led marketing operations at VoloMetrix, a Seattle-based startup that helped Global 2000 organizations define transformation and productivity strategies by leveraging behavioral analytics. VoloMetrix was acquired by Microsoft in 2015.

David K. Robinson

David K. Robinson

Director, Organization Excellence, Kaiser Permanente

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 14:20 - 14:40 pm

Biography

David Robinson began work for Kaiser Permanente in 2006 as a program manager for information technology.  In 2008 he transferred into a process improvement role where he provided expertise to the finance organization.  David is currently the director of Organization Excellence in Enterprise Shared Services Buy to Pay, and also serves as an organization development consultant and process improvement expert.

David has 18 years of experience implementing complex enterprise-wide programs and projects, 12 years of experience leading large cross-functional and multi-organizational teams through quality-improvement initiatives and six years of experience partnering with leaders to create strategies to improve the health and development of their organizations.

David holds a Bachelor of Arts degree in Spanish and a Master of Science degree in organization development.  He is certified in Accelerating Implementation Management (AIM), holds a Six Sigma Black Belt, and is a Project Management Professional (PMP). He is also a veteran of the United States Air Force, where he served as an airborne Spanish linguist.

Dan Markovitz

Dan Markovitz

Founder/President of Markovitz Consulting, Author , Building the Fit Organization

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Tuesday 21st March 2017 | 15:30 - 17:00 pm

Biography

Dan Markovitz helps organizations become faster, stronger, and more agile though a fresh approach to the teaching and practice of lean. With a philosophy derived from his years as a teacher and a running coach, he helps companies reinvigorate their lean efforts by developing an accessible on-ramp for their lean journeys. Dan has worked with clients throughout the US and Europe. Past clients have included WL Gore, Abbott Vascular, NYU Medical Center, the New York City Department of Health, CamelBak, Clif Bar, Industrial Revolution, and Goodyear Tire. 

He is a faculty member at the Lean Enterprise Institute and teaches at the Stanford University Graduate School of Business, the Stanford Continuing Studies Program, and the Ohio State University’s Fisher School of Business.

He is an author of two books—A Factory of One and Building the Fit Organization—both of which were honored with Shingo Research Awards. He’s spoken at the Lean UK Summit, the Lean Island Conference in Reykjavik, the LEI Transformation Summit, the Shingo International Conference, and numerous AME Conferences.

Markovitz lived in Japan for four years and is fluent in Japanese. He holds a BA from Wesleyan University and an MBA from the Stanford University Graduate School of Business.

Larry Fast

Larry Fast

Founder & President, Pathways to Manufacturing Excellence LLC,

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Tuesday 21st March 2017 | 10:45 - 12:15 pm

Biography

Larry E. Fast is a veteran of 35 years in the wire and cable industry, 27 of those in senior management roles at Belden for 25 years and General Cable for 10. As Belden’s VP of Manufacturing he led a transformation of plants in the late 80s and early 90s that included cellularizing about 80% of the equipment around common products and routings (known today as value streams) and the use of what we now know as Lean and Six Sigma tools.

His book, The 12 Principles of Manufacturing Excellence—A Lean Leader’s Guide to Achieving and Sustaining Excellence, 2nd. Edition, was released September, 2015 by CRC Press, Taylor & Francis Group, as a Productivity Press book. The original book, a best seller, was published in October, 2011. Fast holds a Bachelor of Science degree in Management and Administration from Indiana University.  

In 1997 he joined General Cable Corporation (GCC), one of the world’s largest wire and cable companies. As the Senior Vice President of Operations, Fast launched a manufacturing excellence strategy in 1999 that became an enterprise-wide priority in 2001. After a 1999 acquisition he had 28 plants reporting to him as well as Corporate Sourcing, Quality, Manufacturing Systems and Advanced Manufacturing Engineering. Later as plants were consolidated to less than 20, he was given expanded responsibility for the North American Supply Chain. Since the launch of the Manufacturing Excellence strategy at GCC in 1999, there have been 34 Industry Week “Best Plants Finalists including 12 “Best Plants” winners since 2001.

Chantrelle Nielsen

Chantrelle Nielsen

Director of Research & Strategy, Microsoft Workplace Analytics

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Tuesday 21st March 2017 | 09:00 - 10:30 am

Biography

Chantrelle Nielsen runs product research for Workplace Analytics, a new software category built on the 70 million-person Office365 dataset. She came to Microsoft as part of the acquisition of VoloMetrix, where she led various functions as the startup scaled including Strategy, Product Management, Customer Solutions and Marketing. She has been published in the Harvard Business Review and quoted in the Wall Street Journal about this work. She holds an MBA from the MIT Sloan School of Management and an MLIS from the University of Washington.

Mary H. Sylvester

Mary H. Sylvester

Global Client Advisor – Life Sciences and Pharmaceuticals , Ricoh USA, Inc.

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Tuesday 21st March 2017 | 15:30 - 17:00 pm

Biography

Mary H. Sylvester, Global Client Advisor for Ricoh USA, Inc., has 25+ years of pharmaceutical and healthcare leadership experience (Merck & Co., Inc. and Boehringer Ingelheim, Inc.) utilizing program, process, and change management methodologies to innovatively solve business challenges and drive transformation. She has expertise in leading large organizations through transformation to achieve organizational efficiencies, align strategic priorities and improve business process agility. Sylvester helps customers achieve information mobility through organizational change management, governance, risk, and compliance, and business process excellence. 

Sylvester serves on the board for Healthcare Businesswomen’s Association Metro Chapter and Association of Change Management Practitioners. She was also deeply rooted in defining, designing, developing, and delivering the Certified Change Management Professional’s™ (CCMP™) Certification, as well as connecting academia and global business organizations to drive change.

Sylvester holds a Doctorate in Organizational Development from Capella University, an MBA in Pharmaceutical Marketing from Saint Joseph’s University and two Bachelor of Science degrees from Texas Lutheran College in Business Administration (dual majors in Marketing and Management) and Chemistry. She is a certified Lean Six Sigma Master Black Belt (CLSSMBB) from Villanova University and a Certified Change Management Professional™ (CCMP™) through the Association of Change Management Professionals (ACMP).

Rob Stewart

Rob Stewart

CEO, OpusWorks (by The Quality Group)

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

For nearly 25 years, Rob and his team have been helping organizations “get people on the same page” for deploying Lean, Six Sigma, Operational Excellence, and Project Management.  OpusWorks has pioneered the wise, and customized, application of advanced blended learning and execution technologies so customers can accelerate skill-building, propel culture change, and increase ROI.

Rob began his career with IBM and he is a graduate of Emory University in Atlanta.

Stefana Saxton

Stefana Saxton

Business Excellence & Innovation Leader, Black & Veatch

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Tuesday 21st March 2017 | 09:00 - 10:30 am

Biography

Stefana Saxton serves as a Business Excellence Innovation Leader for Business Excellence (BEx) at Black & Veatch where she works with internal and external clients to identify, prioritize, and execute mission critical business improvements and innovations that add value to the company, its business partners, and clients globally.

She has worked with clients in healthcare, finance, engineering, programs, operations, information technology, manufacturing and development.

Prior to her current role, Saxton held leadership positions in Department of Defense (Alliant Techsystems), aerospace (Ultrax Aerospace), Department of Energy (Honeywell FM&T), and telecommunications consulting (Akinnovate). She holds Bachelor Degrees in Electrical Engineering and Music, and a Master in Business Administration.  She is a certified Lean Six Sigma Black Belt and Project Management Professional (PMP) and has supported STEM activities as a FIRST FLL robotics coach since 2009.

Zal Pezhman

Zal Pezhman

Vice President & General Manager, KAP IT - iObeya Digital Visual Management

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 13:05 - 13:25 pm

Biography

Zal Pezhman is Vice President & General Manager at KAP IT, creators of iObeya™ Digital Visual Management.

He is responsible for the continued evolution of iObeya’s go-to-market strategy and focused on international business development beyond the French domestic market, notably in EMEA, the USA and Japan (the birthplace of oObeya).

During his tenure, he has developed numerous strategic alliances with Lean Consulting organizations, and has accompanied over 80 large enterprises in their deployment of (Digital) Visual Management across over 20 countries. Although not a certified expert in Lean and Agile Management, or Continuous Improvement tools and methods, he is delighted to be participating in such a showcase event with such venerable participants and fellow speakers. His exposure to the challenges of true cross-enterprise collaboration will help shed light on the reasons for the accelerated adoption of Visual Management for many global organizations.

Previous to KAP IT, Zal’s 20 years of experience in IT include diverse expertise in Sales, Marketing and Strategic Alliances internationally with market leaders like HP and SMART Technologies, as well as niche best-of-breed specialists including Orsyp and ClickSoftware.

Zal is bi-lingual and earned an Bachelor of Arts in International Business Management from the University of Newcastle-Upon-Tyne in the UK in 1994, followed by an MBA from ESC Grenoble in France in 1996.

He lives just to the south of Paris, France with his partner and 2 young children and spends any spare time exerting unspent energy outdoors on his mountain bike, or hiking.

Mike Baum

Mike Baum

Business Development & Strategy, Microsoft Workplace Analytics

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Tuesday 21st March 2017 | 09:00 - 10:30 am

Biography

Mike Baum runs Business Development at Strategy within the product group of Microsoft Workplace Analytics. He is responsible for new go-to-market and partner strategies that drive value and innovation. Workplace Analytics utilizes signals from the collaboration tools that we use every day. The solution combines behavioral analytics and data science to provide actionable insights into how work gets done and how teams collaborate. Prior to joining Microsoft, Mike held business development positions at innovative technology companies and spent considerable time in strategy consulting.

Dan Sullivan

Dan Sullivan

Executive Vice President, TBM Consulting Group

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 13:30 - 13:50 pm

Biography

Dan Sullivan serves on the TBM Board of Directors and leads the firm’s North American consulting operations.  Prior to joining TBM, Dan served as Director of Body Engineering at Nissan Motor Manufacturing Corporation and was responsible for establishing Nissan’s shop floor improvement system and leading the launch of Nissan’s first automotive plant in North America.  He is recognized for his deep experience in establishing leadership and management systems that support sustainable high performance. Dan is adept at motivating teams and has remained a trusted advisor to many executives. 

Most recently, Dan has worked directly with senior leaders at Pactiv Corporation, Carlisle Companies and Euramax International to implement lean business systems, drive cultural change, and align continuous improvement initiatives to key strategic objectives. 

Michael Hughes

Michael Hughes

Senior Director, Operations Excellence, West Monroe Partners

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 13:30 - 13:50 pm

Biography

Michael Hughes is a senior director in West Monroe Partners’ Operations Excellence practice and leads our Organizational Strategy and Change Management solutions, based in Chicago. He has more than 23 years of experience navigating all facets of change to deliver technology-enabled business transformation programs across an array of industries.

Highlights

Michael Hughes is a highly regarded business transformation executive with expertise in the areas of strategy, leadership development, performance management, change management, organizational design/alignment, training, culture change, business planning, IT strategy, and process design/improvement. An accomplished senior consultant with a unique blend of business and technology acumen, he has substantial experience coaching and mentoring management teams and executives through business planning and through the process of leading change and transformation.

Mark McGregor

Mark McGregor

Author, Performance & Business Coach ,

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

A former Research Director at leading IT industry analysis firm Gartner, Mark has an extensive background in enterprise architecture, business process management and change management, having held executive positions with a number of technology companies.

 

Mark has authored or co-authored four books on business and process management, including “Thrive! How to Succeed in the Age of the Customer” and “In Search of BPM Excellence” and  “People Centric Process Management.  Widely respected for his knowledge and views on business change, he is the creator of “Next Practice” and has variously been described as a ”BPM Guru”, a “Thought Leader” and a “Master of Mindset”. 

Mark is passionate about the people aspects of change, he has spent much of the last ten years travelling the world, learning, teaching and researching the cultural aspects of change and how executives perceive business and process improvement In this capacity he has literally taught hundreds of people and been fortunate to interview and interact with many CEO’s .

Geoff Ables

Geoff Ables

Managing Partner, C5 Insight

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Friday 24th March 2017 | 11:30 - 13:00 pm

Biography

Geoff is the founder of C5 insight. Twice named to the Inc. 5000 list of fastest growing businesses, C5 Insight is a consulting firm that helps companies plan and implement customer experience management and employee engagement projects and technologies.

His speaking experience ranges from keynotes to corporate training events to workshops for events like EuroForum, Digital Summit, High Five, the Direct Marketing Association, CRMUG Summit, and LawTech. His thoughts on relationships in the digital age have been seen and heard in a number of venues including National Public Radio, USA Today, BusinessWeek and The New Zealand Direct Marketing Journal.

Paul Docherty

Paul Docherty

Company Founder, i-nexus

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Friday 24th March 2017 | 09:45 - 11:15 am

Biography

Paul Docherty started his career in Marconi, where he held a wide range of senior management roles covering manufacturing, IT, sales, product development, project management, Operational Excellence and corporate strategy as well as having P&L responsibility for the growth of a regional telecoms equipment business.

Passionate about helping organizations to execute more effectively, Paul's deep understanding of the challenges of establishing robust strategy execution disciplines comes from his experience coaching senior management teams in over 100 global organizations. He is a regular speaker at conferences and has delivered keynote presentations at annual Operational Excellence and Process Excellence summits and at the thought leader global annual Strategy Execution conferences. Regularly averaging over 500 registrants for each of his quarterly webinars on Strategy Execution Best Practices, Paul is the architect of the Strategy Execution Maturity Model which has been used by hundreds of global organizations to benchmark their strategy execution capabilities.

In addition to his role as a thought leader in the Strategy Execution space, Paul is also the founder and lead facilitator of the Strategy Execution Consortium – a group of 40+ Global 2000 companies that meet annually on both sides of the Atlantic to share and benchmark Strategy Execution Best Practices.

 

In 2001, Paul founded i-nexus with the goal of building SaaS software that could help organizations successfully manage the complexity involved in translating their vision into reality. This software is now the "de facto" standard for large enterprises when it comes to driving execution of their strategy. Paul holds an MEng. in Computer Systems and Software Engineering from the University of York and an MBA from the University of Warwick.

Joel Ehle

Joel Ehle

Advisory Board Member, OpusWorks (by the Quality Group)

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 15:00 - 15:30 pm

Biography

For the past 3 years, Joel has run the OpusWorks Corporate Customer Council and served as a strategic advisor to the company.  Previously, Joel served as the Executive responsible for AT&T’s Quality Management System Center for Excellence (QMS-COE) where he and his team delivered over $2B in financial benefits. The ultimate mission of his organization was to drive a deeper ‘customer first’ culture across AT&T by creating a common quality management framework, providing expert guidance, and building a sustainable Quality infrastructure. Joel is a graduate of the Texas Tech University where he earned his B.S. in Civil Engineering.

John Vance

John Vance

Senior Manager, Customer Experience, West Monroe Partners

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 16:45 - 17:05 pm

Biography

John Vance is an experienced PRINCE 2 certified program, project, and change manager whose deep experience is built upon a well-rounded career in information technology and management consulting. He has worked with a variety of organizations to design and implement successful technology-enabled business transformation solutions related to customer relationship management and marketing, business process improvement and redesign, ERP strategy and implementation, technology and shared services planning, e-commerce platform development, and many other disciplines.

A native of the United Kingdom, he has worked in both Europe and the United States and completed projects across those areas as well as Asia. John’s experience spans a number of sectors, including the banking, insurance, retail, consumer products, energy, transportation, and automotive industries.

John King

John King

Continuous Improvement Chief Engineer , Northrop Grumman

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Tuesday 21st March 2017 | 10:45 - 12:15 pm

Biography

John King is a Continuous Improvement Chief Engineer for Northrop Grumman Corporation where he is responsible for Implementation of large scale transformational improvement projects and training of Continuous Improvement Techniques including Lean and 6 Sigma processes. 

John is an industry veteran with over 25 years of experience in Manufacturing, Operations, Supply Chain, and Quality management in a number of industries including consumer products, automobiles, aerospace, communications, and capital equipment manufacturing.  Much of this experience has been in the areas of cost reduction and process improvement.  John has made several presentations of the results of his work in Process Improvement and Lead Time Management at regional, national, and International conferences.

John is a 6 Sigma Master Black Belt, a licensed Professional Engineer, and he serves on the Board of Directors of the Maryland World Class Consortia. He is also a graduate of Georgia Tech (Bachelors and Masters Degrees in Mechanical Engineering) and Loyola University of Maryland (MBA).

Kimberlee Williams

Kimberlee Williams

President, Center for Strategy Realization

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Tuesday 21st March 2017 | 13:30 - 15:00 pm

Biography

Kimberlee Williams, President - Center for Strategy Realization, is an executive leadership consultant and coach to multinational Fortune 100 companies on how to successfully deliver on revenue growth, customer, and shareholder commitments during major transformation. Her research shows that despite effective strategic plans, scorecards, performance systems, and tracking technologies it is leader beliefs, behaviors, and capabilities during times of change that ultimately determine whether or not the company’s financial goals will be realized.

Kimberlee works with global business leaders and their teams to develop the execution capabilities they must leverage to deliver on their most audacious initiatives. Her focus includes strategy execution, culture transformation, organization realignment, change leadership effectiveness, human capital/talent development, and business process redesign.

Previously, she served in Merck & Company’s Strategy Office as the Global Head of Change Execution for the $46bb/90,000 employee base. She was also Executive Director - Strategy, Operational Excellence, & Change for the $4bb Global Services & Information Technology business unit and is a certified Lean Six Sigma Black Belt and Master Change Agent. Kimberlee's approach to leading transformational change has enabled more than $4.5bb in business value in 18 industries. She lives on the beautiful Hudson River waterfront across from Manhattan.

Jonathan Sapir

Jonathan Sapir

CTO, Work-Relay

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Thursday 23rd March 2017 | 11:00 - 11:20 am

Biography

Jon Sapir is the Founder and CTO of Work-Relay. After starting out as a system engineer for IBM South Africa some 30 years ago, Jon has built several successful software engineering firms. In 2006, Jon started SilverTree Systems, Inc. as a cloud consulting and application development company with clients that include Adobe, Joyent and Docusign. In 2014, Jon started Work-Relay. Work-Relay is a unique Business Process and Work Management product for companies with complex processes that look to leverage data stored in their Salesforce platform. Jon has written a number of books about the Salesforce platform, process management, and Shadow IT.

Luis Wu Cuan

Luis Wu Cuan

Partner, CTI Partners

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Tuesday 21st March 2017 | 09:00 - 10:30 am

Biography

Luis has more than 20 years of global operational excellence experience in multiple industries ranging from manufacturing (medical devices, industrial products) to supply chain (distribution and logistics) to financial services (banking, insurance) and renewable energy, including management consulting. Currently a partner with CTI Partners, a boutique consulting firm focusing on Strategy, Operational Excellence, and Technology.

Luis began his career at GE as a Black Belt engineer leading the Six Sigma deployment in Mexico and US. He has led end-to-end business transformations at Countrywide Financial, Ingram Micro, Cardinal Health, and SunEdison leveraging continuous improvement methodologies such as Lean and Six Sigma to improve productivity. At McKinsey & Co., he served as an Implementation Leader in the Americas to help clients design and execute performance transformations in Healthcare, Food manufacturing, Oil and Gas, Pharma, and Electronics.

Brent Miller

Brent Miller

Banking & Financial Services Manager, West Monroe Partners

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Friday 24th March 2017 | 09:45 - 11:15 am

Biography

Redesigned the Client Onboarding and Servicing experience for the Treasury Management and Payment Services functions of a super regional commercial and retail bank. By envisioning the new Client Journey, Brent helped the bank to redefine their guiding principles, how they deliver an exceptional experience, and streamline their operating model; ultimately gained through targeted improvements and a multi-year technology implementation, the bank will leverage standard processes to deliver a tailored experience with 50-80% reductions in manual or redundant activities.

Brents is responsible for desigining and helping to build the new "LeanCX" offering that ties together Customer Experience groups with their Operations counterparts to best deliver solutions and products to the end customer in the most efficient way possible. By linking the groups, clients are able to co-invest their strategic budgets on only those projects that impact the customer and business alike.

Dan Griffith

Dan Griffith

Sales Director, US & Canada, Everteam

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Tuesday 21st March 2017 | 13:30 - 15:00 pm

Biography

In his role as Director of North American Sales at Everteam, Dan helps his customers succeed in rapidly transforming their business through process automation.  He has authored several articles on business transformation and improving customer experience and recently authored a white paper entitled “The CIO’s Guide to Business Transformation with Process Automation”.   Dan resides in Greenville, SC with his wife Becky, their 3 boys (Danny, Ben, and Titus) and 1 girl (Tori), 2 dogs, a cat, fish and various other pets and enjoys coaching basketball and planning vacations.

Andrei Perumal

Andrei Perumal

Managing Partner, Wilson Perumal & Company, Inc

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Tuesday 21st March 2017 | 10:45 - 12:15 pm

Biography

Andrei is an advisor to senior leaders in both industry and government and an innovative thinker on complexity, strategy, and operations.  He has deep business and technical expertise across a variety of disciplines, and draws from his broad base of experience to help clients solve their most critical strategic and operational issues. He is a co-founder of Wilson Perumal & Company and co-author of Waging War on Complexity Costs (McGraw-Hill).

After graduating with his engineering degree from MIT, Andrei excelled in the US Navy's Nuclear Power Program.  There he learned the fundamentals of managing and eliminating risk in complex systems.  Following the Navy, Andrei worked at Beal Aerospace Technologies—an ambitious private rocket venture under Texas billionaire Andy Beal—where he oversaw the successful design, construction and operation of a propellant grade hydrogen peroxide concentration plant. He was also a Director of Strategic Operations for Beal Bank, one of the most profitable banks in the nation.   Additional operations, leadership, and client experience comes from time at Bain Consulting and the George Group.   

Gregory Carrette

Gregory Carrette

Head of Operational Excellence, Grunenthal

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Friday 24th March 2017 | 11:30 - 13:00 pm

Biography

Gregory Carrette has a track record of more than 10 years in the field of Operational Excellence. He’s primarily worked in Banking, Insurance and Pharmaceuticals within (Service) Operations, IT, supply chain, etc. both as an external consultant for e.g. McKinsey&Co and leading Operational Excellence within a mid-size pharmaceutical corporation. He gathered expertise throughout international assignments in Hong Kong, the US, Sweden, France, Germany, Poland, the Netherlands and Belgium demonstrating a deep understanding of the cultural implications of embedding Operational Excellence in diverse corporate situations. He is passionate about developing people and achieving sustainable results. He’s a keen traveler, a foodie and a busy dad.  

Jorge Quintana

Jorge Quintana

Chief Information Officer, Labor Finders International

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

Jorge Quintana was named Labor Finders Chief Information Officer in September 2014. As the Chief Information Officer, Jorge is responsible for the company's information systems and technology infrastructure. Jorge’s long and distinguished career with Labor Finders began in 2001 as a consultant, which quickly led to him being named Director of IT. 

 

With over 25 years of experience in the enterprise, software and consulting industries; he brings real world experience to Labor Finder's in-house technology infrastructure, assuring delivery of the highest levels of customer, partner and employee satisfaction and results.

 

Prior to joining Labor Finders, Jorge was a Senior Consultant for Novell Inc. where he was a member of the consulting services unit providing custom software solutions to global 2000 companies. Before joining Novell, Jorge managed multiple software development teams with Cambridge Technology Partners, a leading consulting firm of the 1990s.  Prior to his relocation to the United States, Jorge also had a successful career in his home country of Mexico, holding various consulting and managerial positions in Information Technology.

Jorge holds a Bachelors’ Degree in computer science from Universidad Del Valle De México.

Joseph DeGennaro

Joseph DeGennaro

Senior Manager, CohnReznick

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

Joseph DeGennaro is a senior manager with CohnReznick Advisory who specializes in management and technology consulting.  He is an experienced business analyst and project manager with a concentration in strategic transformations and experience in information technology (IT).  Joe rejoined CohnReznick following more than six years as a director at Viacom Inc.

 

A leader in our Business Transformation Practice, Joe has extensive experience project managing a variety of fluid, complex, and multi-faceted strategic initiatives for mid-market companies as well as Fortune 500 organizations.  He has experience leading operation, finance, and financial planning and analysis transformation projects in diverse industries such as publishing, commercial real estate, public sector, distribution, non-for profit, and energy.  In addition to managing business transformation engagements, Joe is adept at conducting operational assessments, having led a rapid operational assessment for a quasi-public owned agency across a wide scope that included cash flow projections, insurance coverage needs, governance assessment, energy markets evaluation, and property valuations.

 

Joe also directed strategic program designs and process redesign projects.  As an experienced project manager, he has also worked on multiple technology selections and subsequent system implementations, including SAP.  During his time at Viacom, Joe assumed responsibilities for the global finance transformation initiative.  

Anthony Nazzero

Anthony Nazzero

Principal , CohnReznick

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

Anthony Nazzaro is a CohnReznick LLP Principal with more than 30 years of experience working in strategy, operations and technology. He specializes in managing growth for organizations, including operations, reporting, and technology, in startup, operating, and distressed environments.  

 

He is known for employing initiatives that will transform the business, including experience with innovation in operational excellence utilizing technology as a strategy enabler and to provide flexibility to support future business strategies.

Education

  • New Jersey Institute of Technology: Bachelor of Science, Electrical Engineering
  • University of California: Masters of Business Administration
Jörg Starkmann

Jörg Starkmann

CEO, Schuh Complexity Management, Inc.

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

After finishing his M.S. in Applied Mechanics at the Technische Universität Chemnitz, Germany, Joerg was enlisted in the program for future business leaders of Robert Bosch GmbH in 1994. During this program he had his first exposure to the United States on a 6-month assignment. After finishing the leadership program he worked in special machine design capacities for the packaging machinery division and the automation division of Bosch. His focus became the car electronics assembly for ABS braking, ESP, and engine management.

Engineering and continually improving products and processes has been on his agenda for decades. In the late 1990’s he led the development of modular assembly lines for Robert Bosch GmbH in Germany.

In 2001 he and his family relocated to Atlanta to oversee the implementation and ramp-up of multiple manufacturing lines for daily contact lenses for Ciba Vision.

After completion of this assignment, Joerg started his own consulting business, which he built until 2011, when he was offered to join Schuh Complexity Management, Inc., a former client of his company.

During his career he has successfully led projects in Germany, USA, Mexico, Poland, Wales, Spain and Singapore.

Joerg lives with his wife Tracey and his daughter Jennifer in Atlanta, GA and follows the German Fussball Bundesliga in his spare time.

Erik Anderson

Erik Anderson

Workplace Analytics Consulting Lead, Microsoft Workplace Analytics

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

Erik Anderson is a Consulting Lead in the Microsoft Workplace Analytics Customer Solutions Team, where he is responsible for helping customers apply Workplace Analytics to solve their business problems.  Prior to joining Workplace Analytics, he was a Master Black Belt in Microsoft Strategic Enterprise Services IT where he led process improvement and transformation initiatives across the enterprise. Erik joined Microsoft after time at IBM, where he was instrumental in starting a centralized Six Sigma quality group and training program responsible for internal process improvement efforts.  Numerous roles in hardware engineering, manufacturing engineering, and new product introduction led Erik down the business transformation and operational excellence career path. Erik has a BS in Mechanical Engineering from the University of Washington and is a certified Master Black Belt and certified Kaizen Leader.

Agenda

The business environment is changing faster than at any time in history, and smart organizations know that their company’s competitive advantage today and in the future will come only by transforming their business from end to endfunction by function and process by process.

This event unlike any other event in the industry truly represents the NEW AGE of Operational Excellence.

Carefully crafted, the BTOES17 agenda has been uniquely designed over 6 months of painstaking primary telephone research, to deliver exceptional content, to drive the best attendees, and become the most engaging event in the industry.

Why Attend?

 

The Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17) focuses on how organizations around the world are rethinking and adjusting the role of operational excellence to prepare for the future, transform their businesses, and gain a competitive advantage.

This event is the largest gathering of leadership-level executives across the entire business transformation & operational excellence ecosystem. 

  • CEOs, COOs CSOs, CIOs, CAOs, CMOs, CFOs, CLOs, Chief Excellence Officers
  • Heads of / SVP & VP Global Operations, Global Operational Excellence Leader
  • Global Heads, Heads of, EVPs, SVPs, VPs, Directors of Business Excellence, Business Transformation, Innovation Excellence, Innovation Deployment Value Creation, Productivity, Operational Excellence, Continuous Improvement, Process Excellence, OpEx, Process Engineering, Strategy Execution, Change Management, Customer Experience, Lean Enterprise, Capability Excellence, Process Optimization & Process Management.
  • VPs of Global Operational Excellence, Global Continuous Improvement, Process Analysis, Enterprise Risk Management, Global Production & Logistics, Lean & Six Sigma, Operational Excellence & Productivity, Business Process Management.
  • Business Process Management Champions, BPM Project Leaders. 
  • Lean Six Sigma Deployment Leaders / Champions / Lean Six Sigma Master Black Belts
  • Directors of Operations, Process Re-Engineering, Productivity, BPM, Lean Six Sigma, Continuous Improvement, Business Reengineering, Performance Excellence, Operational Excellence, Process Analysis, Manufacturing Excellence, Productivity, Software Process Improvement
  • From across all industries, including Manufacturing, Hospitals, Healthcare, Medical Devices, Automotive & Transportation, Banking, Capital Markets & Insurance, Consumer Products & Retail, Pharmaceuticals & Life Sciences, Government, Armed Forces & Public Sector, Mining & Metals, Oil & Gas, Power & Utilities, Real Estate, Hospitality & Construction, Technology, and Communications.
Learn More
  • Transforming the Culture to be More Innovative: A Roadmap for the Future
  • Operational Excellence Focusing on Transforming Customer Experience
  • Utilizing Voice of the Customer with Operational Excellence to Deliver Superior Customer Service
  • Executing Strategy through the Development of an Integrated Management System That Drives Cultural & Behavioural Change
  • Linking your Business' Core Processes and Process Architecture with Strategy
  • An Innovation Framework for Accelerating Organic Growth
  • Lean Driven Innovation: Leading an End to End Business Transformation 
  • Creating a Business Transformation Team to Rapidly Respond to Market Changes   
  • Transforming your Global Business with a Robust Operational Excellence Program
  • Achieving Enterprise Excellence by 2020: Linking Key Behavior Indicators and Key Performance Indicators to Deliver Ideal Business Results
  • Engaging Leadership with Operational Excellence through Strategic Alignment and Visual Management 
  • Business Excellence: Creating a High Performing Culture with OpEx
  • The Critical Role of Culture in Strategy Execution
  • Ensuring that the Executive Board is Bought in to Sustain a Successful OpEx Program
  • Maintaining Agility & Flexibility as you Drive Operational Excellence
  • Identify efficiencies, productivity, quality, accuracy of processes for automation
Learn More

The business environment is changing faster than at any time in history, and smart organizations know that their company’s competitive advantage today and in the future will come only by transforming their business from end to end, function by function and process by process.

Progressive executives in organizations around the world are rethinking how they go to market, sell to customers, and build their products etc. This event will uniquely explore how these executives in organizations across all key industries are rethinking, reshaping and adjusting the role of continuous improvement to prepare for this rapidly changing future, to transform businesses, achieve top line growth, and gain a competitive advantage.

They understand that Operational Excellence project teams and processes are best placed to created disciplined frameworks and lead these transformations.

These progressive executives & companies are looking more so to Operational Excellence to achieve top-line growth, and no longer just incremental process improvements at the operational level. They are aligning Operational Excellence teams at the strategy, value creation and customer experience level.

The future of OpEx is Speed & Impact. 

Done well, Operational Excellence is now enabling end-to-end business transformation helping organizations to stay relevant in the rapidly changing landscape, through innovation, strategy execution, and being more operationally agile.

No other event covers in such depth, all the challenges and applications of Operational Excellence to reshape the organization to prepare for the future and drive growth in the ever-evolving landscape 

No other event has a dedicated track on cultural transformations or strategy execution or covers detail, better management systems, leadership thinking, & change management to move and engrain operational excellence at the strategy level, and makes it sustainable and system-wide.

This event is packed with progressive leaders, who will show you that when Operational Excellence is applied effectively, it will help your organization hit far harder, and move far faster than the competition, propelling top-line growth.

Learn More
  • The ONLY event that looks at the End to End Transformation to achieve business excellence.
  • The ONLY event to truly focus on the future of Operational Excellence. Learn how progressive leaders are using Operational Excellence as the backbone, the discipline, the framework of strategy development & execution, innovation execution, customer experience and business transformation.
  • The ONLY event to have a dedicated track focussed on achieving Operational Excellence within Strategy Execution.
  • The ONLY event to have a dedicated track to address the Cultural Transformation issues to achieving system-wide, sustainable, end-to-end Operational Excellence.
  • The ONLY event to go into the right level of depth and weighting within each track, where some tracks are effectively a stand-alone conferences. e.g. Over 7 sessions dedicated to Strategy Execution and 5 on Cultural Transformation. No other event goes into this level of depth on each key theme.
  • The ONLY event to have over 60+ fresh cutting-edge speakers that are not on any other agenda, and many that have never spoken before. 
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  • Learn how progressive executives in organizations across all key industries are rethinking, reshaping and adjusting the role of continuous improvement to prepare for this rapidly changing future. 
  • Harness the lessons from industry leaders on how to successfully embed and weave OpEx & continuous improvement into the DNA of your business culture.  
  • Discover how Operational Excellence is now enabling end-to-end business transformation, enabling organizations to stay through innovation, strategy execution, and being more operationally agile.
  • Learn how to transform your Operational Excellence team to think strategically, using Operational Excellence to fuel, execute and manage value creation projects.
  • Learn the skills to implement, and sustain a culture of Operational Excellence within your organization to help your organization sustainably embrace and embed Operational Excellence at every level.
  • Gain insights into how smart organizations are increasing their competitive advantage today and in the future by transforming their business end to end, function by function and process by process.
Learn More

More parties, dinners, and get-togethers, all about making new industry friends, in the beautiful setting of the Four Seasons Resort Orlando at Walt Disney World® Resort

  • Welcome Cocktail Party by the lake on Lady Palm Lawn - March 21. 
  • Operational Excellence Awards Gala Reception in the Grand Ballroom - March 22. 
  • Operational Excellence Awards Gala Event in the Grand Ballroom - March 22. 
  • Awards After Party in the Grand Ballroom - March 22. 
  • VIP Pre-Reception Party - by the lake on Lady Palm Lawn - March 22. 
  • Hot Full Service Breakfasts - March 21-24
  • Mid-Morning and Mid-Afternoon Themed Breaks - March 21-24
  • Sit Down Full Service Plated Lunches in the Palm Ballroom - March 22-23. 
  • Meet the Speaker Topic Themes Lunch Tables in the Palm Ballroom - March 22-23
  • Organized Dinners - Around Conference Themes & Topics
  • Wine Tasting
  • Pre-event Golf Challenge  at Four Seasons Resort Orlando at Walt Disney World® Resort
  • Fun games to break the ice. 
Learn More

BTOES17  has been engineered to exceed expectations:

  • 100+ Speakers – All Practitioners - Industry Leaders, Thought Leaders, Disruptors, & Legends.
  • Over 100 Sessions
  • 10 summits in 1. 10 in-depth Dedicated Tracks with unparalleled opportunities for knowledge sharing and networking, entitled the Strategy Execution Summit, Innovation Excellence Summit, Customer Experience Excellence Summit, Cultural Transformation Summit, Leadership Summit, Agility Summit, Business Transformation Summit, Operational Excellence Summit, Process Optimization Summit
  • 20+ hours of social networking
  • 15+ hours of session time dedicated to peer to peer exchange of ideas. 
  • 5 parallel Tracks Steams
  • 60+ Track Sessions.
  • 6+ Thought Leader Panel Discussions
  • 5+ Leaders Benchmarking Boardrooms e.g. CEOs, Global Heads, VPs of.
  • 50+ Round-Table Discussions.
  • 20 Summit Interactive Workshops & Master Classes
  • 100+ Poster Board Presentations
  • 25+ Industry Press to be announced at the end of October
  • 30+ Credible Solutions Providers in the Exhibit Hall, announced end of October.
  • 60+ Hours of Content on the Agenda
  • 8883+ Past Attendees. Amalgamation of 5 previous leading industry events
  • 31,000+ Social Media Community Members.
  • 59,000+ BTOES Insights Subscribers
Learn More

Previous Speakers

Edward Hanway

Edward Hanway

CEO, CIGNA Corporation

Biography

Edward Hanway, also known as Ed served as the Chief Executive Officer of CIGNA Corp. from January 2000 to December 25, 2009 and served as its President from January 1999 to June 2008. Mr. Hanway served as the Chief Executive Officer of CIGNA Health Corporation since January 2000 and also served as its Chief Operating Officer from January 1999 to January 2000. He served as President of CIGNA Health Corporation since January 1999. He served as President of CIGNA HealthCare from 1996 to 1999. He served as President of CIGNA International from 1989 to 1996. He served as Treasurer of Council for Affordable Quality Healthcare from June 2000 to July 2001. Mr. Hanway joined Insurance Company of North America (INA), a CIGNA predecessor company, in 1978 and served as its Assistant Controller, and was appointed to management and executive roles of increasing responsibility through the merger in 1982 of INA and Connecticut General, which formed CIGNA. He has been associated with CIGNA since 1978. He is a leader in the effort to improve the quality, accessibility and affordability of health care in the United States. He is an outspoken advocate at the national level for greater transparency in the health care quality and cost information available to consumers and a strong proponent of national quality standards for health care providers. Through the years, he has been active in a wide range of issues and initiatives associated with children's health, education and international business. Mr. Hanway served as the Executive Chairman of CIGNA Corp. from December 2000 to December 25, 2009. He serves as Chairman Emeritus at CIGNA Corporation. He has been an Independent Director of Marsh & McLennan Companies, Inc. since January 20, 2010. Mr. Hanway served as the Chairman of Council for Affordable Quality Healthcare from July 2001 to July 2002. He has been a Director of the Council for Affordable Quality Healthcare since June 2000. He serves as a Director of The Philadelphia Orchestra Association and also serves as a member of The Business Roundtable. He serves on the Board of Advisors of the March of Dimes Foundation, the Board of Trustees of Loyola College of Baltimore and the Eisenhower Exchange Fellowships. He served as an Executive Director of CIGNA Corporation since 1999. He served as a Director of America's Health Insurance Plans. He serves on the Board of Directors of the Alliance for Health Reform. He serves as a member of the Pennsylvania and American Institutes of Certified Public Accountants. Mr. Hanway graduated from Loyola College of Baltimore with B.A. in 1974 and M.B.A. degree from Widener University in 1984.

Glenn A. Fosdick

Glenn A. Fosdick

President and CEO, THE NEBRASKA MEDICAL CENTER

Biography

Mr. Fosdick has had a distinguished career in hospital/health system administration spanning more than 30 years. In August 2001, he was named president and chief executive officer of The Nebraska Medical Center in Omaha, Neb. The Nebraska Medical Center is a 687-licensed bed acute care teaching hospital, comprised of the former Bishop Clarkson Memorial Hospital and the former University of Nebraska Medical Center Hospital. In addition, the medical center also owns hospitals in Iowa, Missouri, a freestanding orthopedic facility in Omaha, and a new 100-bed community hospital in Bellevue, Neb. which opened in May 2010.

Prior to his appointment at The Nebraska Medical Center, Fosdick served as president and chief executive officer of Hurley Medical Center in Flint, Mich. for six years. He originally joined Hurley Medical Center in 1992, a 495-bed teaching hospital and regional referral center, as executive vice president and chief operating officer.

Mr. Fosdick is a 1973 graduate of the State University of Buffalo, New York, where he earned a bachelor's degree in business administration. He received his masters in health services administration, Program in Hospital Administration, from the University of Michigan-Ann Arbor.

Mr. Fosdick is a fellow of the American College of Healthcare Executives. He has received numerous awards including the Management Excellence Award by the regents of the American College of Healthcare Executives for the State of Michigan in 1998. Additionally, he holds the rank of Major in the U.S. Army Retired Reserve, Medical Service Corps. Fosdick is presently chair of the Board of Directors of the Nebraska Hospital Association..

 Greg Spierkel

Greg Spierkel

CEO, Ingram Micro

Biography

Mr. Gregory M. E. Spierkel, also known as Greg, served as the Chief Executive Officer of Ingram Micro Inc. from June 1, 2005 to January 20, 2012. Mr. Spierkel served as the President, Worldwide of Ingram Micro Inc., since January 2005. Mr. Spierkel served as an Ingram Micro Inc.'s Corporate President from March 23, 2004 to January 2005 and served as its Executive Vice President since June 1999 and was responsible for the European and Asia- Pacific regions. Mr. Spierkel served as an Executive Vice President and President of Ingram Micro Europe, a division of Ingram Micro Inc. from June 1999 to March 2004, where he led the transformation of the region into a best-in-class performer, delivering sales and operating margins at historic highs. He served as a Senior Vice President and President of Ingram Micro Asia-Pacific from July 1997 to June 1999. Mr. Spierkel joined Ingram Micro in August 1997 and was instrumental setting up in Asia with the acquisition of Electronic Resources Limited, Singapore. Mr. Spierkel has more than 25 years of broad-based experience in global operations management. Mr. Spierkel has successfully managed other complex and large- scale operations throughout the world. Mr. Spierkel served as President of Global Sales and Marketing at Mitel Corp. Mr. Spierkel served as Vice President of Global Sales and Marketing of Mitel Inc. from March 1996 to June 1997 and served as the President of North America at Mitel from April 1992 to March 1996. Mr. Spierkel spent 11 years Mitel Corp. He also worked in market research for Nortel Inc. and in sales and product development for Bell Canada. For four years, he served as Managing Director of Mitel Telecom in the United Kingdom with responsibilities over Europe and Asia. He served as General Manager of Mitel Far East Ltd. in Hong Kong, where he orchestrated the successful integration of an acquired subsidiary. He serves as a Member of the Board of the School of Business at the University of California, Irvine and Chapman University. He has been a Director at MGM Resorts International since April 10, 2013. Mr. Spierkel has been an Independent Director of PACCAR Inc. since April 22, 2008. He has been a Non Voting Director at Schneider Electric SE since October 28, 2014. He served as a Director at Ingram Micro Inc., from June 1, 2005 to April 15. Mr. Spierkel served as a Member of the Supervisory Board of Ingram Macrotron GmbH. He holds a Bachelor of Commerce degree from Carleton University, Ottawa. Mr. Spierkel holds a Master's Degree in Business Administration from Georgetown University. He also attended the Advanced Manufacturing Program at INSEAD.

Tim Solso

Tim Solso

CEO, Cummins

Biography

Theodore M. Solso, also known as Tim, served as Chief Executive Officer of the Columbus Ind. from 2000 to 2011. Mr. Solso served as the Chief Executive Officer of Cummins Inc. from January 2000 to December 31, 2011. He served as the President of Cummins Inc. from 1995 to 2000, and its Chief Operating Officer from 1994 to 2000 and Executive Vice President of Operations from 1992 to 1994. He served as Vice President and General Manager of Engine Business after serving in various other executive positions in Cummins Inc. from 1988 to 1992. He served at BP Corporation North America, Inc. He served in various positions with Cummins Engine Company Inc., since 1971. He served for Cummins as Vice President and General Manager of Holset, Vice President of special engine markets and Vice President of Marketing from 1980 to 1988. Mr. Solso began his career with Cummins in 1971 as Assistant to the Vice President of Personnel until 1972 and served as an Employment Director from 1972 to 1974. He also served as Director of Development and Training from 1974 to 1977 and Executive Director of personnel from 1977 to 1980 for Cummins. He serves as chairman, Cummins Foundation. He serves as Chairman of the United Way Campaign-Bartholomew County. He is the U.S. chairman of the U.S. – Brazil CEO Forum. He served as the Non-Executive Chairman of General Motors Company since January 15, 2014 until January 4, 2015. Mr. Solso served as the Chairman of the Board of Cummins Inc., from January 2000 to December 2011. He served as the Chairman at Columbus Ind. He has been an Independent Director of Ball Corporation since January 2003 and its Lead Independent Director since 2003. He has been an Independent Director of General Motors Company since June 12, 2012 and its Lead Independent Director since January 4, 2015. He serves as a Trustee of DePauw University and Manufacturers Alliance. He serves as a Director of Cummins Foundation, the Central Indiana Corporate Partnership, American Transportation Research Institute. Mr. Solso served as a Director of Ashland Inc. from 1999 to January 26, 2012; Cummins Inc. from 1994 to December 31, 2011; Irwin Financial Corporation from 1993 to December 31, 2006 and Cyprus Amax Minerals Co., since November 15, 1993. He served as a Director of Amoco Corporation. He served as a Director of BP plc and Indiana Economic Development Corp. He is also a Member of the Indiana Academy, a Member of the Business Roundtable and the Business Council. He was awarded the Ellis Island Medal of Honor in 2008; was selected as the national Six Sigma CEO of the year in 2007; and, in early 2009, was awarded the William R. Laws Human Rights Award by the Human Rights Commission of Columbus, Ind., where Cummins is headquartered. Mr. Solso received a Masters in Business Administration from Harvard University in 1971 and a Bachelor of Arts in Psychology from Depauw University in 1969.

Pat Keel

Pat Keel

Chief Financial Officer, CHRISTUS HEALTH NORTHERN LOUISIANA

Biography

Pat Keel has been Chief Financial Officer at St. Jude Children's Research Hospital, Inc. since February 2016. Ms. Keel has more than 30 years of experience. She served as Chief Financial Officer and senior vice president of University Health and CHRISTUS Schumpert Health, both in Shreveport, Louisiana. She worked with Good Shepherd Health System in Longview, Texas.

Anthony Ferreri

Anthony Ferreri

CEO, STATEN ISLAND UNIVERSITY HOSPITAL

Biography

Mr. Ferreri has oversight of all Northwell Health activities in the Northern and Southwest Regions, focusing on building physician partnerships and looking for new opportunities for growth and investment.

Mr. Ferreri has served as president and CEO of Staten Island University Hospital (SIUH) and was the hospital’s executive vice president following a seven-year term as a member of the institution’s board of trustees. Before joining SIUH, he was president and CEO of Metro Temp Services Company, which served the healthcare industry’s specialized workforce needs.  Prior to his founding the New Jersey-based company, he was vice president of human resources at St. Barnabas Medical Center, Livingston, NJ.

Mr. Ferreri is a member of the Greater New York Hospital Association board of governors and a director of the Staten Island Economic Development Corporation.   He is a recipient of Modern Healthcare’s Community Leadership Award, the Ellis Island Medal of Honor and the Louis R. Miller Business Leadership Award of the Staten Island Chamber of Commerce.  

Awarded a Bachelor of Arts degree from Wagner College, Mr. Ferreri earned a Master of Science degree in human resources and industrial relations from Rutgers University, New Brunswick, NJ..

Malcolm Gladwell

Malcolm Gladwell

Best Selling Author, Tipping Point, Blink, Outliers. Time Magazine 100 most influential people. ,

Biography

Malcolm Gladwell has been a staff writer for The New Yorker since 1996. Previously, he worked at the Washington Post. In 2001, he was awarded the National Magazine Award for profiles, for his New Yorker piece “The Pitchman,” about Ron Popeil. He is the author of three New York Times best-sellers: “The Tipping Point,” “Blink,” and “Outliers”; a collection of his New Yorker articles titled “What the Dog Saw,” and, most recently, “David and Goliath.”

Appearing on the Time Magazine’s 100 most influential people, Malcolm Gladwell is a Canadian journalist based in New York. In addition to being a bestselling author of four books, Gladwell is also a speaker and has been on job as a staff writer for The New Yorker since 1996. His books, The Tipping Point: How Little Things Make a Big Difference (2000), Blink: The Power of Thinking Without Thinking (2005), Outliers: The Story of Success (2008), and What the Dog Saw: And Other Adventures (2009) have all appeared on The New York Times bestsellers list. His works deal with research in the areas of psychology, social psychology and sociology. On June 30, 2011, Gladwell was appointed to the Order of Canada.


Jim Collins

Jim Collins

Best Selling Author & Co-Author of Good to Great, Built to Last, How the Mighty Fall, Great by Choice,

Biography

Jim Collins is a student and teacher of leadership and what makes great companies tick.

Having invested a quarter century of research into the topic, he has authored or co-authored six books that have sold in total more than ten million copies worldwide. They include: GOOD TO GREAT, the #1 bestseller, which examines why some companies and leaders make the leap to superior results, along with its companion work GOOD TO GREAT AND THE SOCIAL SECTORS; the enduring classic BUILT TO LAST, which explores how some leaders build companies that remain visionary for generations; HOW THE MIGHTY FALL, which delves into how once-great companies can self-destruct; and most recently, GREAT BY CHOICE, which is about thriving in chaos – why some do, and others don't – and the leadership behaviors needed in a world beset by turbulence, disruption, uncertainty, and dramatic change.

Driven by a relentless curiosity, Jim began his research and teaching career on the faculty at Stanford Graduate School of Business, where he received the Distinguished Teaching Award in 1992. In 1995, he founded a management laboratory in Boulder, Colorado, where he conducts research and engages in Socratic dialogue with CEOs and senior leadership teams. In addition to his work in the business sector, Jim has passion for learning and teaching in the social sectors, including education, healthcare, government, faith-based organizations, social ventures, and cause-driven non-profits. In 2012 and 2013, he had the honor to serve a two-year appointment as the Class of 1951 Chair for the Study of Leadership at the United States Military Academy at West Point.

Jim holds a bachelor's degree in mathematical sciences and an MBA from Stanford University, and honorary doctoral degrees from the University of Colorado and the Peter F. Drucker Graduate School of Management at Claremont Graduate University.

He is an avid rock climber, with one-day ascents of the north face of Half Dome and the 3,000 foot south face of El Capitan in Yosemite Valley.

Subir Chowdhury

Subir Chowdhury

50 Most Influential Management Thinkers in the World. Honorary member of the World Innovation Foundation,

Biography

Subir has worked with many organizations across diverse industries including manufacturing, healthcare, food, and non-profit organizations. His client list includes major global corporations and industrial leaders such as American Axle, Berger Health Systems, Bosch, Caterpillar, Chrysler, Daewoo, Delphi Automotive Systems, Ford, General Motors, Hyundai Motor Company, ITT Industries, Johns Manville, Kaplan Professional, Kia Motors, Leader Dogs for the Blind, Loral Space Systems, Make It Right Foundation, Mark IV Automotive, Procter & Gamble, State of Michigan, Thomson Multimedia, TRW, Volkswagen, Xerox, and more. Under Subir’s leadership, ASI Consulting Group has helped hundreds of clients around the world save billions of dollars in recovered productivity and increased revenues.

Subir is the author of 13 books, including the international bestseller The Power of Six Sigma (Dearborn Trade, 2001), which has sold more than a million copies worldwide and been translated into more than 20 languages. Design for Six Sigma (Kaplan Professional, 2002) was the first book to popularize the “DFSS” concept.

His book, the critically acclaimed The Ice Cream Maker (Doubleday, 2005) introduced LEO® (Listen, Enrich, Optimize), a flexible management strategy that brings the concept of quality to every member of an organization. The book was formally recognized and distributed to every member of the 109th Congress. The LEO process continues to be implemented in many organizations. His most recent book, The Power of LEO (McGraw-Hill, 2011) was an Inc. Magazine bestseller. A follow-up to The Ice Cream Maker, the book shows organizations how the LEO methodology can be integrated into a complete quality management system.

Joseph Grenny

Joseph Grenny

Four-time New York Times bestselling author. An expert influence, communication, and organisational change,

Biography

He has spent the last 25 years teaching and advising more than one hundred thousand leaders on every major continent from the boardrooms of Fortune 500 companies to the slums of Nairobi, Kenya.

Lee Cockerell

Lee Cockerell

Former EVP of Operations for Walt Disney World®. One of the public faces of the world-renowned Disney Institute,,

Biography

Matthew E. May

Matthew E. May

Author of The Elegant Solution: Toyota’s Formula for Mastering Innovation. Awarded the Shingo Prize for Operational Excellence ,

Biography

I’m an innovation strategist, which means I help others hone their competitive edge by rethinking their business, no matter what field they’re in. I spent 8 years as a fully-retained creative advisor to Toyota, an experience which enabled me to write a book about their innovative methods and launch a speaking career. I’ve now written five books, the fifth being Winning the Brain Game. Winning the New Yorker cartoon caption contest, though, is my favorite achievement.

Horst Schulze

Horst Schulze

CEO, THE RITZ CARLTON

Biography

Horst Schulze revolutionized the hotel industry, creating one of the most recognizable international brands, forever altering the very nature of customer service by creating a culture of “ladies and gentlemen serving ladies and gentlemen.” A charismatic leader and entrepreneur with an intimate understanding of market demands, he created a legion of loyal customers by raising the bar for customer service expectations to previously unimagined levels. Schulze provides audiences with successful service-oriented strategies to build and maintain lasting customer relationships that keep them coming back for more. A man of rare ability and prophetic vision, Schulze himself was named “Corporate Hotelier of the World” by HOTELS magazine and was awarded the Ishikawa Medal for his contributions to the quality movement. Currently chairman and CEO of Capella Hotel Group, Schulze is launching the newest standard in luxury hotels creating an unmatched tier of customer service.

   Richard Morgante

Richard Morgante

Commissioner, INTERNAL REVENUE SERVICE

Biography

Morgante began his IRS career in 1975 as a Taxpayer Service Representative in Syracuse, N.Y. He has held executive positions on the local level in Los Angeles and New Orleans, and on the national level, where he has served as director for economic analysis, budget director, director of management and finance in the Small Business/Self Employed Division and deputy commissioner of the Tax Exempt and Government Entities Division before becoming deputy commissioner of W&I in June 2004.

A native of Buffalo, N.Y., Morgante holds a degree in philosophy and theology from St. John Vianney Seminary in East Aurora, N.Y., a certificate in public administration from the University of Southern California and a certificate in financial management from George Washington University.

Jeff Katke

Jeff Katke

CEO, METAGENICS

Biography

Jeffrey Katke, a Managing Principal of Avistone, was the founder and CEO of Metagenics Inc., a nutrigenomics and lifestyle medicine company, from 1983 to 2010. Under Jeffrey’s leadership, the company, which began operations in Southern California 30 years ago, grew to an international presence with manufacturing and/or distribution facilities located in 46 counties, employing over 1,000, offering over 1,200 products to more than 75,000 healthcare providers. In 2009, Jeffrey negotiated the sale of Metagenics. He still remains a shareholder and serves on its Board of Directors. He is also a significant shareholder in Kindex Therapeutics, a biotech spin-off from Metagenics, and serves on that company’s board of directors. During his tenure as CEO of Metagenics, Jeffrey received numerous honors and awards, including the “Family Business of the Year” award by Chapman College, winner of “Equity Deal of the Year” award by Orange County Institute for Corporate Development, and was nominated for Entrepreneur of the Year in Orange County California by Ernst & Young.

In 2010 Mr. Katke founded Katke Holdings LLC to make private equity investments in early stage growth businesses and commercial real estate properties. He is one of the founders of Avistone, LLC and serves as a Managing Principal.

Jay Herron

Jay Herron

Senior Vice President and Chief Financial Officer, CHRISTUS HEALTH

Biography

Jay Herron joined Plexus Institute and brought over16 years as CFO and Senior Vice President, Catholic Multi-Hospital Systems, Cincinnati, Ohio and Irving, Texas/5 years CFO for Integrated Healthcare Delivery System, Albuquerque, New Mexico. Most recently he served as Senior Vice President and Chief Financial Officer of CHRISTUS, an International Catholic Healthcare organization consisting of hospitals, long-term acute care hospitals, long-term care facilities, USFHP organization, independent living organization, physician management organization, Mexico hospitals and healthcare facilities and other subsidiaries. Mr. Herron is a well-rounded strategic finance executive with a broad range of experience in both decentralized and centralized systems. In his tenure at CHRISTUS he implemented initiatives that improved annual operating performance by over $100 million, including revenue cycle, supply chain, Upper Payment Limit programs, and a captive insurance program. He is responsible for introducing lean quality improvement processes throughout the organization; an enterprise risk management system; reorganizing accounting and treasury functions to include more timely financial reporting, tax reporting capabilities and cash management strategies; and developing CHRISTUS Accelerated Plan (CAP) process to improve the pace of achieving the Journey to Excellence goals.

Jill Considine

Jill Considine

CEO, The Depository Trust and Clearing Corporation

Biography

Jill Considine served as senior advisor of The Depository Trust & Clearing Corporation (DTCC) and its subsidiaries (securities depository and clearing house) from August 2007 to May 2008, having served as chairman since August 2006, and as both chairman and chief executive officer from January 1999 to August 2006.

Prior to joining DTCC, Ms. Considine served as the president of the New York Clearing House Association, L.L.C. from 1993 to 1998. Ms. Considine served as a managing director, chief administrative officer and as a member of the Board of Directors of American Express Bank Ltd., from 1991 to 1993. Prior to that, Ms. Considine served as the New York State Superintendent of Banks from 1985 to 1991. Ms. Considine also serves as a director of the Atlantic Mutual Insurance Companies, The Interpublic Group of Companies, Inc., Ambac Financial Group, Inc. and is chairman of Butterfield Fulcrum Group, Limited.

Ms. Considine recently completed a six-year term as a member of the Board of the Federal Reserve Bank of New York where she served as chairman of the Audit and Operational Risk Committee.

Ms. Considine is a member of the Council on Foreign Relations and the Economics Club of New York. She served on the Group of Thirty Steering Committee on global clearance and settlement and as a member and speaker at the World Economic Forum in Davos. Ms. Considine was a Presidential appointee to the Advisory Committee for Trade Policy and Negotiations from 2003-2004. She was named Six Sigma CEO of the Year Award in 2006 and one of Crain’s New York Business 100 Most Influential Women in Business.

Ms. Considine earned a Bachelor of Science, with honors, from St. John’s University and a Master’s of Business, with honors, from Columbia University. She also attended Bryn Mawr College. 

Tim Tyson

Tim Tyson

CEO, VALEANT PHARMACEUTICALS

Biography

Timothy Tyson

Timothy Tyson is currently Chairman and CEO of Aptuit Inc., headquartered in Greenwich, CT. His remarkable corporate career spans nearly 30 years in the pharmaceutical industry. His expertise in leadership and management is internationally recognized. From 2002-2008, Mr. Tyson served as COO, President and CEO of Valeant Pharmaceuticals International. During this period, sales grew 69% and earnings increased 135%. He led a major restructuring of the company and established a highly effective Research and Development capability which developed a best in class epilepsy compound and a promising pro-drug for hepatitis C, both in Phase III. Mr. Tyson is a 1974 graduate of the United States Military Academy at West Point. While on active duty at Ft. McClellan, AL, he earned a Master of Public Administration, in 1976, and a Master of Business Administration, in 1979, from Jacksonville State University. In 2002, Mr. Tyson received a Bicentennial Leadership Award from the United States Military Academy at West Point and was named 2007 Alumnus of the Year at Jacksonville State University. He has served on the board of directors for Valeant Pharmaceuticals International; the Pharmaceutical Research and Manufacturing Association (PhRMA); BICOM; on the CEO Roundtable for the University of California at Irvine; on the Dean’s Executive Forum at Cal State Fullerton; the CEO Council on Cancer; the Health Sector Advisory Board at Duke University; the Leadership Forum of the International Society of Pharmaceutical Engineers and as a visiting lecturer at Cambridge University. Mr. Tyson has served on the board of directors for non-profit organizations in Raleigh-Durham, NC and Orange County, CA and with the United Way.

Ronald Frank

Ronald Frank

Lean Leader, GE GLOBAL RESEARCH

Biography

Passionate in assisting teams in solving business problems as Project/Program Leader or team participant. Expertise in quality methods with strong facilitative skillset in a diversified team setting. Objective includes continued involvement in an industrial or educational environment toward process improvements and efficiency. Specific interest in hospital operations

 Specific areas of opportunity:

• Facilitation as an enabler: Utilize a facilitative skillset within a team environment in growth and problem solving initiatives

• Assist in Implementation Planning with expertise in Project Management (Mechanics), Project Leadership (Culture), Change Management (the acceptance of change) and Multi-Generational techniques

• Apply Data Analytics to aid in data-driven decisions. Help to determine appropriate measurement systems and data analysis techniques

 Recently established ‘Frank Solutions’ as DBA to assist in formally pursuing opportunities in achieving business-driven outcomes

Bernard Borowski

Bernard Borowski

Vice President, Deputy Head of Global Process Excellence & Lean, Sanofi

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Wednesday 22nd March 2017 | 13:30 - 13:50 pm

Biography

Bernard Borowski is a Vice President, Deputy Head of Global Process Excellence & Lean at Sanofi, based in NJ. Bernard is a Business Process Excellence executive with 20 years of global experience and functional expertise in finance. He led cross-functional initiatives that required reengineering processes, coordination of system overhauls and managed financial services operations. Bernard was certified as a Lean-Six-Sigma Master-Black-Belt in 2003 while on the prestigious GE Corporate Audit Staff.


Prior to joining Sanofi, Bernard served as Principal, at the Boston Consulting Group in New York; Executive Director in the Finance Strategy, Operations and Technology group at Morgan Stanley in New York where he led regulatory readiness and efficiency programs. Prior to that, he held leadership roles in Quality and Financial Operations at GE for 12 years in the United States and in France, in the consumer and commercial lending businesses of GE Capital and at GE Treasury. Bernard also held Financial and Operational Auditing roles at Arthur Andersen in Paris, France and Tel-Aviv, Israel, and at Bestfoods (Unilever) in the United Kingdom.

 

Felicia Linch

Felicia Linch

Owner & Managing Director, Kitch Consulting & Coaching

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES17)

Tuesday 21st March 2017 | 13:30 - 15:00 pm

Biography

Felicia has facilitated strategic planning sessions, developed performance frameworks and, re-designed organisational structures, for a number of organisations including As-U-Wish, a Canadian based life-style and entertainment company, ITCC Ltd a hospital management company based in Nigeria, the Chambers of the Director of Public Prosecutions in Guyana and the Caribbean Disaster and Emergency Management Agency. Felicia has designed and facilitated numerous Leadership and Management Development and coaching programmes for amongst others, Deutshe Bank (U.K.), FirstCaribbean International Bank (Barbados), Williams Industries (Barbados) and has been an Executive Coach to business leaders within the Ansa McAL (Barbados) Ltd Group.

As an executive coach she frequently speaks at conferences on performance management, culture and organisational excellence, and on the best ways to foster economic growth. Felicia also delivers masterclasses on how private sector organisations can expand their operations, enhance their leadership team’s skills, and, the performance of their people.

Felicia holds an MBA from Kingston Business School (UK) and the LLB law degree from the University Of Wales College Of Cardiff (Wales). She passed the Inns of Court School of Law examination in 1992 which led to her becoming a Barrister in 1994.  She is a Chartered Member of the Chartered Management Institute (U.K.), and, also a Chartered Member of the Chartered Institute of Personnel and Development (U.K.). 

Testimonials

The Business Transformation & Operational Excellence World Summit & Industry Awards is the redesigned continuation of the previous industry-leading Global Lean Six Sigma & Business Improvement Summit & Industry Awards and amalgamation with 5 other market leading leadership-level operational excellence conferences. BTOES17 is set to be the largest leadership-level event of its kind. 

I have found the summit to be among the best I've attended in my 30+ years. The speakers are professional; the presentations are informative and no sales attempts as I've seen in other settings. 

VP Performance Process Improvement , Universal Health Services

The 4th Annual Global Lean Six Sigma & Business Improvement Summit and Industry Awards 2009  was outstanding.  It was my pleasure both to participate and attend.  I compliment both Claire and you and, of course, Vijay, on what can only be classified as a first class event. The pleasure in meeting you was mine and I look forward to future interaction.

Strategic Planning & Continuous Process Improvement Director, US Army Military District of Washington and Joint Force Headquarters-National Capital Region

Thank you for such a great Conference. Over the years, I have attended 25+ Six Sigma Conferences and I have never participated in one better. We appreciate you and your team's hard work!

Raytheon Six Sigma Institute, RAYTHEON

A tremendously informative and useful event. Unlike most summits that focus on presentations, this event informed, stimulated and provided insights that participants could use when they returned to their organization

 

Director, Army Distributed Learning, US Army

Great event. Very informative and eye opening to current issues

TNG Analyst, US Army

This summit is an excellent opportunity to interact with leaders across the spectrum of industries involved with Lean and Six Sigma and to re-energize our own deployments with new ideas and renewed passion for operational excellence

 

Operational Excellence Analyst, Newfield Exploration

The opportunity to network, hear practical implementation examples, see vendor updates and take away new ideas is just outstanding. Thank you!

Manager, SW Process Improvement, RIM

You guys run the best business improvement conferences with exceptional business leaders sharing best practices

Lean Six Sigma Corporate Deployment Leader, BMO Financial Group

Another great year! You have great people with Claire and Flora and others. I always enjoy your events

SVP, SunTrust Banks, Inc.

The 4th Annual Global Lean Six Sigma & Business Improvement Summit and Industry Awards was outstanding.  It was my pleasure both to participate and attend.  I compliment both Claire and you and, of course, Vijay, on what can only be classified as a first class event. The pleasure in meeting you was mine and I look forward to future interaction with your organization.

Strategic Planning Officer and Continuous Process Improvement Director, US Army Military District of Washington and Joint Force Headquarters-National Capital Region

It was very nice to finally meet you at the conference in Orlando.  I really enjoyed everything. Congratulations on such wonderful work.

Co-ordination Officer, United Nations

Thanks for organizing another successful conference. There were quite a few opportunities for dialogue among experienced practitioners (MBB forum, Consultant panel, Deployment Leader benchmarking forum, etc). Well done.

Strategy Deployment Leader - Six Sigma MBB, Black & Veatch Corporation

I was very impressed with the representation at the conference and at the awards ceremony. Always striving for excellence!

Vice President, Operational Quality & Training, Wyndham Vacation Ownership

It was a great conference with some outstanding presentations.  I look forward to next year.

PE, MBB, Lean Six Sigma, Merck

As in prior years, the Annual Global Lean Six Sigma & Business Improvement Summit and Industry Awards Program did an excellent assembling a diverse group of business professionals that all share the same passion for Continuous Improvement. This was clearly evident during the presentations they gave during the track sessions as well as their active participation in the plenary sessions.

Productivity Director – NAIG, Praxair Inc.

I was impressed at the diversity of industries that were represented at the conference. From technology to steel, to pharmaceuticals, there were a wide variety of companies who are really interested in learning best practices and sharing them with others. 

Senior Manager, Consumer Care and Tech Support Strategy, Dell Inc.

The range of companies and industries that were represented resulted in superb exchange of ideas

Lead Master Black Belt, CR&D, DuPont

As a new deployment leader, I attended three conferences last year, and yours was by far the best! I found the sessions to be varied and informative, and they were supplemented by opportunities to mingle with other participants and industry specialists. I look forward to making your an annual event!

VP Service Quality, TD Canada Trust

Interesting perspectives provide an excellent basis for determining how we can benefit from Six Sigma. Great location and venue!

Director Head of Global Operations, World Bank

Excellent insights…excellent thoughts. The speakers shared inspirational stories and helpful lessons learned

Altas Program Improvement, Lockheed Martin

This was a great opportunity to see first hand how other companies approach building quality into the design process. I have taken away numerous new ideas that I will incorporate into our model

VP Six Sigma Business Excellence, Cigna Corporation

Leadership, Energetic, Engaging, Wonderful Presentations

Senior Vice President, Mckesson Corporation

The conference on Lean Six Sigma showed how to integrate these proven methodologies in Manufacturing and Service companies as well as how to enable both Lean and Six Sigma by removing complexity from your business.

 

VP, Master Black Belt, Quality & Productivity, Bank of America

The speakers were all excellent

Project Leader, United Space Alliance

The summit was outstanding -- great networking and process improvement sharing! 

Electrical Value Stream Leader Process Excellence, Northrop Grumman Corporation

The WCBF Global Six Sigma Summit and Awards Conference was our most successful marketing event for 2007. This was largely the result of the personal interest WCBF staff took in finding ways to optimize our visibility and facilitate contact with key prospects.

VP Marketing, Instantis

Very good! Excellent topics, pertinent to todays circumstances

Driector Quality & O p Ex, Harley Davidson

Excellent Balance of superb speakers, best vendors and relevant, practical topics. Must attend this event.

LSS Champion, Northrop Grumman

A Summit very well organized where the aim of the program is the content and the real research of best Practices.  It was a hard job as an Awards Judge due to the real top level of competitors and their great results.

Head of Quality, Ferrari Racing

Thank you for such a great Conference. Over the years, I have attended 25+ Six Sigma Conferences and I have never participated in one better. We appreciate you and your team's hard work!

Founder, Raytheon Six Sigma Institute, RAYTHEON

I have found the congresss to be among the best I've attended in my 30+ years. The speakers are professional; the presentations are informative and no sales attempts as I've seen in other settings.

VP Performance/Process Improvement , Universal Health Services

These congresss are simply the best, and there really are no others even close. I have attended almost every year. The speakers are top shelf, there is great opportunity to make new contacts, and the event organization is wonderful. 

VP, Quality , Saint Vincent Health System

You provide the most in-depth conferences that I have ever been to.

VP - IP Capture Quality, US Bank

Pre-summit workshops were very practical, tool-based, and I will certainly leverage.  The summit had powerful key note speakers, experienced practitioners sharing their learnings and best practices.  The awards ceremony event and dinner was very well done - pace was good, dinner was lovely, atmosphere was celebratory.  Evening drinks events where we could spend more time networking.  I was not able to stay for the post-summit workshops although I heard good things from 2 who did stay behind.  As a speaker I also found the experience to be very rewarding.  Your team was very organized from requesting the bio, updating the website, keeping me apprised via emails, etc.  Thank you for the experience.  I hope you will continue to reach out to us for other events.

 

Co-Head, Process Excellence - Retail Deployments, Lean Six Sigma Centre of Excellence and Governance , RBC Royal Bank

Overall the summit was excellent, and I especially enjoyed, and had some good new learnings from a couple of the keynote speakers (Al Switzler and Norman Bodek) Good mix of topics on the panel breakout discussions.

VP Operational Excellence, Intel

The congress was exceptional--it also was great to hear Jim Collins.

Global Consulting Enterprise Services, Ingersoll Rand

Thank you for all the hard work you did to make it a success.

Director of Lean Six Sigma, Department of Defense

I always enjoy networking with professionals leading in problem solving. This year's congress was a good sharing of lessons learned and fresh practical ideas.

Director of Continuous Improvement, United Airlines

I would like to compliment you again on pulling off quite the event! It was well planned, organized and very informative. I spoke to several experts in the Six Sigma field who were very pleased with the entire event.   

Marketing & Sales Director, National Republic Bank of Chicago

 

I have been attending WCBF conferences for 8 years, particularly those on Lean Six Sigma in Healthcare. These conferences are simply the best LSS conferences in healthcare, and there really are no others even close. I have attended almost every year. The speakers are top shelf, there is great opportunity to make new contacts, and the event organization is wonderful. Recently, I was asked by WCBF to chair the conference, so I was able to see deeper behind the scenes, and I know what great work is being done to produce these conferences. Given this exceptional product, I would highly recommend Vijay as the leader of this organization.  
 

 

Vice President, Quality, Saint Vincent Health System

Over the last 10 years I have attended and spoken at many WCBF conferences around Lean Six Sigma in Healthcare. I have found the conferences to be among the best I've attended in my 30+ years in Healthcare. The speakers are professional, the presentations are informative and not sales attempts as I've seen in other settings and the staff of WCBF has always been very receptive in solving any problems that were experienced. I recommend these conferences without hesitation to my colleagues in Healthcare. 

VP Performance/Process Improvement, Universal Health Services

Diverse, excellent agenda of topics delivered by actual practitioners of Lean Sigma. Good representation of multiple healthcare organization models.

MBB, Lean Kaizen Leader, Johns Hopkins Medicine

Your conference is a winner and I like being a part of it.

US Army Military District of Washington , US Army Military District of Washington

It was an honor for Avis Budget Group to win Best Organizational Achievement in Lean Enterprise Improvement from the WCBF in the first year of our Lean Six Sigma deployment.  The award process was thorough and it gave Avis Budget Group a tremendous platform to demonstrate the success our young Performance Excellence deployment has achieved.  The $40 million of verifiable hard-dollar savings ABG’s Performance Excellence team was able to achieve in its first year was a key deliverable of the company’s annual strategic plan.

Performance Excellence Deployment Leader, Avis Budget Group

It has been an honor to accept the award for Best Achievement of Organizational Business Improvement in Healthcare this year.  The WCBF award has allowed SSFHS to increase the credibility of its Lean Six Sigma Program within its own system and in the communities it serves.  The award shows our customers and competitors that we are committed to excel and progressing steadily as we improve the quality of care for our patients.

Regional CEO, Sisters of St. Francis Health Services, Inc. – Northern Indiana Region

I was very pleased to accept the award of Best Project Achievement in Business Enabling Processes on Delphi’s behalf. It was especially gratifying to receive external validation from a diverse and global audience that included contingents from some of our key customers and competitors.

Global Director of Customer Satisfaction, Delphi Gas Engine Management Systems

We are extremely excited to have received this recognition from WCBF for Best Emerging Business Improvement. I believe this terrific award recognizes that customers can depend on our ability to live our mission statement every day with on time delivery, lowest industry turn times, customer service of exceptional value, service and products of the highest quality.  Also, I'd like to compliment WCBF for their excellent recognition program. 

President and Chief Executive Officer , PAS Technologies

Capital One has received multiple awards through our participation in the WCBF Global Six Sigma Award Program, including most recently the 2008 Platinum Award for Process Excellence Project and the Best Project Achievement in Innovation or Product Development. This prestigious external recognition is a great confirmation of the exceptional business results delivered by our associates. 

Sr. Vice President, Certified Six Sigma Master Black Belt, Capital One Bank

It was an exceptional moment when we first learned BMO Financial Group was the recipient of three WCBF Global Six Sigma and Business Improvement Awards. Theses awards are truly attributable to all the hard work and dedication of our employees across North America. Lean Six Sigma has enabled BMO Product Operations to significantly improve our customer service and organizational cost management in today's challenging economic environment. We are determined to intensify our commitment to Lean Six Sigma business improvements as we continue to deliver great customer experiences.

Deployment Leader and Master Black Belt, BMO Financial Group

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