Business Transformation & Operational Excellence World Summit (BTOES19)
The Largest Premier Cross-Industry Gathering of Business Transformation & Operational Excellence Industry Leaders & Senior-Executives.
Get the Agenda as soon as it's released. Plus, announcements on the forward-thinking speakers and visionaries.
Just Some of Our Outstanding Speakers
Ross is the author of the recently published book "Strategic Workforce Planning: optimized talent strategies for future growth: and is expert and thought leader in the fields of Human Capital Strategy & Talent Analytics.
With over 15 years experience in Talent Analytics and Strategic Workforce Planning, he uses his background in statistics, business strategy, HR and HR technology to consult with C-Suite officers and senior leaders on strategic methodologies and frameworks for HR and corporate strategy alignment. The end goal is to provide these senior leaders with improved data and insights to make better 'people' related decisions that ultimately improve organizational performance.
He is currently the Head of Strategic Workforce Planning at Facebook where his key mandate is to create workforce forecasts and to develop optimized talent strategies for Facebook's future growth. Prior to Facebook, Ross functioned as the Head of Strategic Workforce Planning & Analytics at GE Aviation, the Strategic Workforce Planning Leader at Devon Energy and as a Senior Consultant at Deloitte Consulting where he specialized in Human Capital Strategy and Workforce Planning & Analytics.
Ross is a global in-demand speaker who regularly presents on the topics of Human Capital strategy and Workforce Optimization. He was recently awarded Best Practice winner by the Best Practices Institute (BPI) and has received numerous accolades for or his innovative and results driven approach to Strategic Workforce Planning.
Ross Holds an MBA from Temple University’s Fox School of Business, an MA in HR from The University of Oklahoma and a MSc in Predictive Analytics from Northwestern University. In his spare time he enjoys traveling, photography and learning new things
A Business Transformation leader with hands-on experience on how to manage technology, people, data and products to lead real change, innovation and growth in global organizations.
Yuval is experienced in building and leading high performance teams through the challenges organizations face when dealing with digital transformation, scale and innovation. By leveraging technology, human behaviour and the cultural dynamics in the workplace, his teams drive a habit and behavioural change that promotes a more holistic, data-driven, user centric and agile mindset in people, leading to a scalable and sustainable growth for the organization.
Currently at Google, Yuval has previously led the business transformation at Skype and Microsoft.
Yuval holds a B.S.c from the Technion - Israel's Institute of Technology and an M.B.A from INSEAD Business School in France and Singapore. Currently working towards his
MSc in Neuroscience at King's College London.
A skilled manager and thought leader with a global perspective and an outstanding history of service in the military, federal government, and private sector.
Subject matter expert across multiple security and operational disciplines, consistently recognized for leading large teams to remarkable results in nebulous high-stress environments.
Jeff Davis is Executive Director of Operational Excellence at JPMorgan Chase & Co.
Jeff’s operational excellence career spans nearly 29 years including nearly 6 years with JPMorgan Chase, 11 years with Toyota and 12 years of external consulting to clients such as Nike, Schlumberger, Lockheed Martin, the US Department of Defense, Daimler, BMW and others. His industry experience includes automotive, textiles, healthcare, retail, defense, aerospace, law enforcement and financial services.
Beginning his career at Toyota as a team member on the assembly line and progressing his way into executive leadership roles, Jeff has lived, learned and can relate operational excellence culture and tool usage from the perspective of all levels within JPMorgan Chase..
Jeff resides in Louisville, Ky. where he and his wife spend their spare time watching their three sons play sports.
Rias Attar is an accomplished operational excellence and project management professional. He is recognized for his ability to help strategize business architecture, identify areas to improve processes and outcomes, turn around businesses from deficient to profitability, champion continuous improvement efforts, deliver challenging cross-functional programs while working collaboratively with diverse types of stakeholders, lead and coach winning teams, and inspire staff to deliver ambitious results.
Mr. Attar has planned and executed transformational projects (Business and Technology) that contributed over $500M of combined EBITDA impact and is managing a portfolio of initiatives that adds between $200 and $300M of EBITDA annually. He established PMOs, led Lean and Six Sigma efforts, championed Change Management, ensured proper Governance while reducing Bureaucracy, and has set proper business directions while staying focused on motivating staff, inspiring trust and confidence, developing people’s skills, and generating enthusiasm.
Mr. Attar worked for different companies at a variety of industries such as: Michelin (Tires), Friede Goldman Halter (Oil & Gas) , DHL Express (Courier), and General Electric/Genworth (Mortgage Insurance), and Maple Leaf Foods (Food Processing and Supply Chain). Prior to working at Caesars (Entertainment/Hospitality), he spent a few years in the consulting business working with companies such as Danone Dairy (Food Processing), Steel Tech (Steel Manufacturing/Rolling Mill), Sport Master (Clothing/Retail), and dipndip (Chocolate F&B).
Mr. Attar started his professional career in Finance as an FP&A analyst then moved to project management and operational excellence about 18 years ago. During that time, he worked/lived in Texas, Louisiana, Mississippi, New Jersey, Connecticut, New York, The Middle East, Toronto-Canada, and now in Las Vegas.
Mr. Attar has a bachelor degree in Finance, got his MBA from University of Texas, and have a few certifications in project management such as (PMP) Project Management Professional, (ACP) Agile Certified Practitioner, and (CSM) Certified Scrum Master. He is also a Lean Six Sigma Black Belt (LSSBB).
Outside of work, Rias is a devoted family man with a wife and 3 kids. His best time is when he spends it with his kids playing board games, riding bikes, swimming, or just watching movies. Rias loves sport, tries to work out often, practiced Jiu Jitsu and Kick Boxing for years, and enjoys lap swimming every once and a while. He also loves music and plays the classical guitar.
As a Global leader of Continuous Improvement at Whirlpool, I am responsible for developing the CI strategy, coaching problem-solving behaviors, and transforming systems for executive leaders and their teams within Information Services.
By education, I’ve earned a Masters degree in Behavioral Science, along with undergraduate degrees in Psychology and Mathematics. Recently I’ve returned to obtain a doctoral degree focused on Industrial & Organizational Behavior Management.
By training, I’m certified in Six Sigma Black Belt by the American Society for Quality; certified in Labor Standards by HB Maynard; a Lean (Toyota Production System) Instructor/Coach; a Kata Coach; a certified Scrum Master; and an Agile Coach.
By experience, I’ve led and improved Continuous Improvement in healthcare, manufacturing, retail, and education for 18 years.
In addition to my daytime career, I’ve taught courses as an Adjunct Professor in Mathematics, Psychology, and Business.
Finally, I greatly value innovation. I've obtained backing with companies and invented two products through ideation programs.
Attila Dobai is the Head of Strategy and Innovation for the Budget Truck Rental division of Avis Budget Group. He is passionate about applying the concepts of continuous improvement to drive business transformation, strategy execution, innovation, and data analytics.
Attila has over 14 years of experience in solving complex enterprise-wide business problems in a service-based transactional Fortune 500 business. His data-driven process-centered approach to problem solving has been repeatedly proven successful at improving both process efficiency and effectiveness while impacting the bottom-line.
He is a Lean Six Sigma Master Black Belt and Project Management Professional (PMP) who has managed continuous improvement projects, programs, and portfolios. He strongly believes that continuous improvement is the key to bridge the gap between the boardroom and the operation.
Iassen Deenitchin is Head of Global Process Management at ING. He joined the global banking group in 2016, with the aim to support the execution of the Accelerate Think Forward strategy through a common process management and improvement practice centred around the customer. Prior to that, Iassen was Head of Lean and Process Management at Raiffeisenbank International and an Associate Principal at McKinsey & Company. He holds an MSc in Financial Economics from the Norwegian School of Management and an MBA from the Kellogg School of Management, Northwestern University.
Adjunct Professor, Health Informatics
University of Cincinnati
There are several words to describe Dr. Christopher Boone: health futurist, patient advocate, executive, professor, social scientist, and self-proclaimed “data hippie.” Boone is recognized as being a dynamic, innovative thought leader and a public voice on the power of health data and its ability to radically change the U.S. health care delivery system.
Boone currently serves as the Vice President and Global Head of the Real World Data & Analytics Center of Excellence at Pfizer, an adjunct professor in the health informatics program at the University of Cincinnati, an active board member of several influential organizations, and a co-founder of a few start-up companies. Most recently, he was honored as a 2017 40 Under 40 Leader in Minority Health Award by the National Minority Quality Forum and Congressional Black Caucus.
Boone also served as the CEO & Executive Director for the Health Data Consortium, a public-private partnership under the Obama Administration focused on advancing open health data and promoting innovation using health data in the U.S. and globally. Moreover, he launched the Real World Informatics and Digital Strategies advisory services practice at Avalere Health and ushered the American Heart Association into the digital age of research as the national lead for health informatics.
Boone holds, or has held, appointments to some of the most influential national committees focused on health data and patient centricity, including the Board of Directors for the Stewards of Change Institute, the Executive Board of Directors for the Patient Advocate Foundation, the Executive Board of Directors for the National Patient Advocate Foundation, the Board of Directors for SHARE for Cures, the Robert Wood Johnson Foundation’s Data Across Sectors for Health (DASH) Initiative, the Interoperability Committee for the National Quality Forum, the National Committee on Vital and Health Statistics (NCVHS) Working Group on HHS Data Access and Use, the Health IT Policy Committee (federal advisory committee), and the advisory group for the American Society of Clinical Oncologists’ (ASCO) CancerLinQ initiative.
Originally from Dallas, Texas, Dr. Boone earned a B.S. from the University of Tulsa, a M.S. from the University of Texas at Arlington, a PhD from the University of Texas at Dallas, and two executive certificates from the Harvard Kennedy School. In addition, he is a certified healthcare executive and Fellow of the American College of Healthcare Executives.
Moreover, Boone has been a featured keynote speaker on digital innovation and real world data hosted by many prominent public and private organizations: President’s Cancer Panel, Centers for Disease Control and Prevention, Centers for Medicare and Medicaid Services, Health Datapalooza, Columbia Business School, World Congress, BioData Congress, The Atlantic, HIMSS, eyeforpharma, MedCity, and many others.
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.
Nuray Gurtekin Sen has a dual role as Head of Global Quality and Process at Siemens AG Corporate Technology Digitalization and Automation organization and in US she is responsible for QM, EH&S and Sustainability at Siemens Corporation US in Corporate Technology .
In the early stages of her career, Nuray worked in food and pharmaceutical packaging manufacturing industry as QA manager for 5 years. Then she worked as an external auditor and consultant in Bureau Veritas for 2 years. During this period, she became ISO 9001, ISO 4001, OHSAS 18001 and ISO 22000 Lead Auditor and ISO 9001 Lead auditor trainer registered in IRCA. She audited over 200 hundred companies of BRC, GMP, HACCP and company specific management systems. After extensive process and management systems experience, Nuray joined Siemens Turkey Healthcare in 2006 as Change Manager. She led Siemens Healthcare in winning EFQM Business Excellence Award in 2007.
Following that, she was promoted as Siemens Turkey Head of Business Excellence and worked on all sectors and various countries (e.g. Israel, Austria and Central Eastern Europe countries). She established Lean Six Sigma model in Siemens Turkey and acted as key expert and ambassador in CEE and Eastern Mediterranean Clusters. Nuray also executed Project Management Coordinator role for Eastern Mediterranean Cluster.
In 2013, Nuray was transferred to Siemens US Corporate Technology and Research organization at Princeton to lead a big change management and organizational transformation program. End of 2013, she promoted to the Global Process and Quality Manager role at Siemens AG (Headquarters) and got selected “Corporate Core Digitalization and Automation Leadership Team”. Currently, Nuray is responsible for process excellence and quality management for the Digitalization and Automation unit in regions Germany, US, Austria, China, India and Russia. Nuray has B.S. degree in Food Engineering from Middle East Technical University in Turkey and MBA from New York University Stern School of Business.
Alex Goryachev is an entrepreneurial go-getter. He takes risks, thinks ahead, and loves making way for new innovations. Over the past 20 years, he’s made it his business to turn disruptive concepts into emerging business models.
For him, it’s all about a passion to create a strategy and then drive it home to “get things done.” And as Cisco’s managing director of Innovation Strategy and Programs, he has plenty of opportunities to put this passion to the test.
He sparks internal innovation by providing employees at all levels the chance to share their big ideas, many of which make their way into the company’s innovation engine. Alex also carries the torch for co-innovation across Cisco’s ecosystem.
He’s especially excited about Cisco's Innovation Centers, which can be found in major cities around the world. Led by Alex, these hubs bring together customers, partners, startups, accelerators, governments, research communities, and universities in a lab setting. Their goal is to discover, develop, and implement game-changing, outcome-based solutions.
He also heads up the Cisco Innovation Grand Challenges. These polished events help creative thinkers bring their technology ideas to life. And then there’s the Cisco Technology Radar, the company’s engine for identifying emerging technology transitions.
Alex began his Cisco journey in 2004 with a singular focus: Innovation. He defined and operationalized several high-profile Cisco initiatives, including the company’s Country Transformation plan for Cisco in emerging markets. He also held senior roles in Development, Marketing, Finance, and Channels, providing him a 360 view of how a great company ticks.
Prior to Cisco, Alex was a successful consultant with extended assignments at Napster, Liquid Audio, IBM Global Services, and Pfizer Pharmaceuticals.
He was the “Emerging Stars” gold recipient of Brandon Hall Group’s 2016 Human Capital Management Excellence Awards Program, and his organization won golds for “Employee Engagement” and “Innovation Talent Management” programs. A sought-after keynoter and media authority on innovation, Alex has a passion for sharing knowledge, mentoring, and guiding innovation programs. Please reach out at email@example.com
Steve Remsen is passionate about driving continuous improvement, advocating first principles thinking, and understanding how to harness and translate data-driven solutions into substantial and customer-oriented business results. As a senior internal technical consultant, he has successfully driven numerous continuous improvement projects across diverse functional areas of the Intel enterprise, ranging from designing functional materials on the nanometer scale to deploying strategic business process architecture on the global scale. An inspiring jack of all trades, Steve is currently a part-time MBA student at the University of Portland and holds a PhD in Experimental Solid State Physics from Northern Illinois University. He is also an Intel Lean Six Sigma Master Black Belt candidate as well as a Prosci certified Change Management Practitioner.
Mr. Crotty is currently responsible for capital productivity and execution strategies for HCA's Design and Construction's $1.5B project portfolio. Mr. Crotty has over 30 years of experience in leading a diverse set of supply chains from check printing, automotive parts to power generation in operational excellence and transformations.
He also has provided operational excellence and transformation leadership in over 40 industries to include telecomm, defense electronics and the aviation industries. Mr. Crotty joined HCA in May of 2015 to lead the embedded Building Capital team and the extended partner advocate team leading HCA’s Design and Construction transformation.
Mr. Crotty has a B.S. in Industrial Engineering and Systems Engineering from Ohio University and an MBA from Golden Gate University. Mr. Crotty is certified Project Management Professional and Shingo Prize for Operational Excellence Lead Examiner.
José Pires serves as the Global Excellence & Innovation (E&I) Leader for Andeavor Corporation, where he oversees the global identification, prioritization and execution of mission critical business improvements and innovations that add value to the company, business partners and external clients in multiple markets.
Prior to his current role, Pires held Excellence and Innovation leadership positions in large, global companies in the electronics (Sony), semiconductor (Cymer-ASML), food (Nestlé) and infrastructure (Black & Veatch) industries. Throughout his career, Pires developed and refined E&I as an award winning program for innovation, leadership development, strategy execution and value creation globally.
Pires is an advisory board leader and keynote speaker for several global conferences on innovation, operational excellence, leadership development, strategy execution, business transformation, customer engagement and growth acceleration.
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.
Brent Williams is Director of Lean Six Sigma for enterprise corporate functions and has been at McKesson six years. Brent leads a team to consult, identify and manage process improvement initiatives by advancing the Six Sigma capabilities across McKesson's corporate functions, a $1B+ shared service. The team's mission: Increase the value of Corporate Functions services back to the business by improving operational excellence and reducing costs. During his tenure, the Corporate Functions have had the highest annual Six Sigma savings since the inception of the program.
Brent has 30+ years' experience launching new services and improving existing services to add value to the customer. He has had leadership roles in manufacturing, non-profit, and technology businesses with a focus on the shared services domains. He was an early adopter of Scrum agile methodology deploying it at an enterprise level in 2009 and is currently aligning Lean Six Sigma service with the SAFe framework now being used by McKesson technology. Brent holds an undergraduate degree in mechanical engineering from Texas A&M, a masters in biomedical engineering from the University of Virginia, and an MBA from Georgia State University.
Dave Coleman is the Finance Business Partner and Continuous Improvement Manager of Goodyear Race manufacturing. His leadership career includes positions over various functions as Controller, Operations Manager, Manager of Project Management, CFO, Director of Operations and Director of Strategic Planning.
Dave’s first significant business culture training was as a member of a transmission launch team that started a business from the ground up. Subsequently, he led a clutch manufacturing business through a 3-year culture transformation. He then successfully replicated his achievements in the company’s transmission business. Later, as a Director of Operations over 3 plants located in North Carolina, Canada and Singapore, Dave led his third culture transformation. His team received a Starship award for demonstrating lean manufacturing principles and world class safety. Dave has recently been on a 4-year transformation journey that turned a “broken plant” into an AME (Association of Manufacturing Excellence) award recipient.
He teaches culture 101 and 201 for Race manufacturing. He is a certified Krause Bell Group safety trainer and is APICS certified.
Dave’s wide community involvement has included membership in the JCs, director in Optimist club, Sunday school teacher, church board director and board member of University of Tennessee, Martin. Dave was an associate professor of business at St. Andrews Presbyterian College in North Carolina. He coached youth sports for over thirty years, refereed high school wrestling, co-chaired Race for The Children and was a volunteer umpire. The community experience having the most impact on Dave’s community perspective was a church mission trip for flood relief in North Carolina. Most recently Dave has accepted a board member position for the North East Ohio Medical University student run free clinic.
After living in 5 states while his father served in the military, Dave’s family settled in what he considers his home town, Carnegie, Pennsylvania, near Pittsburgh. Between the military moves and work, Dave has lived in 11 states and now resides in Hudson, Ohio, with his wife, Kim. They enjoy spending time with family and friends and activities surrounding their 5 children. With their youngest child entering college, Dave and his wife have committed to more exercise.
He attended Clarion University of Pennsylvania on a wrestling scholarship and was a Division I National Qualifier. After receiving a degree in Accounting, Dave started his career working for a Big 8 public accounting firm. He has an MBA from Southern Illinois University Edwardsville.
Brian started his career with Westvaco in Forest Operations and joined International Paper in 1987. He has held roles in the company’s manufacturing and commercial operations, including the director of the company’s Russian operations, president of IP Asia, Vice President Investor Relations, and most recently Deputy CEO of Ilim Group.
Brian earned his bachelor’s degree in Biology at Brandeis University. He has a Master of Forestry degree from Duke University, and an MBA from the University of Virginia.
Brian served two terms as a Board of Visitor’s member of the Nicholas School of the Environment and Earth Sciences at Duke University, and has served on the Board of Eisenhower Fellowships, and Carter Holt Harvey.
Brian, his wife, Margaret, and their daughter, Isabel, reside in Memphis.
Ryan Leuty is a certified Lean Six Sigma Black Belt for COUNTRY Financial. With experience in DMAIC and Process Management, he has a track record of leading teams towards solutions that make their processes more efficient and mistake-free. Ryan partners with business areas to improve the customer experience and ensure employees can focus on value-add activities.
Ryan has used Lean Six Sigma in many areas of insurance, including billing, claims, agency, commercial and farm underwriting. His passion for cultivating the knowledge of teams and making the flow of work visible is apparent in the success of Ryan’s projects and the relationships he builds along the way. Ryan also enjoys leading Yellow Belt classes and mentoring Green Belts.
Previously, Ryan served as Assistant Director of IT for McLean County, IL where he oversaw day-to-day operations and led several transformational projects like VoIP, point-to-point wireless, and a website overhaul. He holds an M.B.A and a Bachelors in Systems Analysis and Design from Illinois State University. Ryan enjoys spending time with his family, woodworking and playing guitar.
Minette Norman serves as Vice President of Engineering Practice at Autodesk and is responsible for a collaborative culture and state-of-the-art engineering practices. Minette spearheaded “radical collaboration” – initiatives that recognize engineers who contribute to one another’s code, designs, and tests. Previously, she gained international attention by transforming Autodesk’s localization team through best-in-class automation and machine translation.
Before joining Autodesk, she held a variety of technical communication and management positions at companies including Symantec and Adobe. Named in 2017 as one of the “Most Influential Women in Bay Area Business” by the San Francisco Business Times and in 2018 as one of the YWCA Silicon Valley’s “Tribute to Women” Honorees, Minette is a recognized industry expert with a unique perspective.
Minette has a broad approach to community service, working with local, national and international non-profit organizations. She serves on the Board of Directors of D-Rev, a non-profit devoted to developing medical technologies for impoverished and vulnerable populations worldwide. Minette also works with GirlsWhoCode and YesWeCode, national organizations that help under-represented populations succeed in the technology sector.
Minette holds degrees in Drama and French from Tufts University and studied at the Sorbonne Nouvelle in Paris.
In her current role, she leads the operational excellence and transformation strategies for Transport Solutions NA/EMEA and its partnering dealer network. She has led successful business transformations globally and has extensive experience in leading teams to accomplish breakthrough results.
Prior to this role, she was integrated supply chain leader for Fluid Management, Material Handling and Power Tools, she drove continued improvement of the value streams and was responsible for a supply chain strategy to optimize performance in critical operational areas, including cycle time, safety, quality, delivery and productivity for three of the company’s 11 strategic business units.
Griselda joined Ingersoll Rand in January 2013 as a director in operational excellence with our residential solutions business in Tyler, Texas. She was appointed in January 2014 to one of two regional operational excellence leader roles for North America and was appointed vice president, operational excellence in November 2014. Prior to Ingersoll Rand, she was with Honeywell as director, global growth; Flowserve as a multi-site leader; Volvo-Novabus as senior manufacturing engineering manager; and AlliedSignal-Honeywell as lean supervisor and global transitions leader.
Griselda holds a bachelor’s degree in industrial engineering from Stanford University, which includes overseas study in economics from the Pontificía Universidad Católica de Chile, and a master’s degree in business administration from Arizona State University. She has also earned her Lean Master certification from Shingijutsu and Honeywell, and is a member of Prospanica, the National Society for Hispanic MBA’s, a member of the Society of Women and Hispanic Professional Engineers, and is the current Chair for the Women in Manufacturing national association.
Phillip Murphy is a Lean Six Sigma Master Black Belt with the United States Postal Service. He is part of the Headquarters Continuous Improvement team and is responsible for supporting the USPS CI work across the country. His passion for Lean is evident in his support of various processes within the USPS and his diverse portfolio of work.
Phil began his Lean journey in 2007 while he was a maintenance manager in a plant environment. Since then he has served in several positions at the plant, area and national levels during which times he was also serving as a coordinator for the Lean efforts within each area of responsibility. His blend of maintenance, operations and headquarters experience has provided a unique perspective which allows him to easily relate to the various project teams with which he has worked.
Phil joined the USPS Continuous Improvement Office as an LSS Trainer responsible for developing and delivering the Green Belt and Black Belt curriculum to students across the country in 2014. In 2016 he transitioned to the role of Master Black Belt where he focuses on coaching leadership and working to further integrate Lean into the culture of the US Postal Service. Keeping with his passion for teaching and sharing Lean, Phil is responsible for the Lean Leader program which is used to further develop high performing Black Belts within the US Postal Service.
Phil received his Master Black Belt certification through The Ohio State University, Fisher College of Business and MoreSteam in 2017. He has also earned the CSSBB certification from the American Society for Quality (ASQ) and is a graduate of the United States Postal Service Managerial Leadership and Lean Leader programs.
VP Operational Excellence - Diageo North America, Plainfield, Illinois, USA
Manage a team of 53 subject matter experts developing best practices, establishing standardization, building capabilities, providing technical support and assuring compliance of 5 manufacturing sites, 5 distilleries and 12 sales offices
Responsibilities: Environment, Health & Safety, Quality, Food Safety, Customer Care, Risk, Regulatory, Custom & Trade, Security & Manufacturing Excellence for Diageo North America
Acquired a solid manufacturing experience and expertise in Safety excellence, lean manufacturing, total quality and Continuous improvement with large organizations in the various aspects of a total supply chain.
Previous roles: Project engineer, maintenance manager, safety chair, packaging & brewing operation management, plant operation and corporate governance.
Joined Diageo on September 2007. Previously worked 20 years in the beer industry for Labatt Brewing Company and Latrobe Brewing Company in various locations in Canada and the US
Electrical Engineer from Ecole Polytechnique in Montreal & Brewmaster from Scandinavian Brewing School in Denmark
Fluent: English & French
Member of the OIQ and the Institute of Brewing
Other interest: Back country hiking, fly fishing and Hockey
Responsibilities: Agustin Stengel is Fannie Mae’s Vice President – WoW (Way of Working). Agustin is responsible for instilling WoW for top executive teams, and designing the overall WoW maturity program to deepen the adoption of its principles and tools; developing team capabilities; and improving knowledge and methodologies on the maturity of the WoW program. WoW is centering the company’s culture on customer service and continuous improvement.
Experience: Prior to joining Fannie Mae in April 2017, Stengel was Vice President – Continuous Improvement at Voya Financial. Before that, he was an Engagement Manager at McKinsey & Company.
Education: Stengel has an industrial engineering degree from the Pontificia Universidad Catolica Argentina and a master of business administration from the University of Virginia’s Darden School of Business.
Corey Rathburn is a seasoned Process Improvement and Operations Excellence professional with 15 years of experience driving effective and positive change in various industries spanning from Healthcare to Consumer Goods.
Corey received his degree in Industrial Engineering and Logistics at Purdue University. He began his career as a project engineer with Avery Dennison where he went on to receive his Six Sigma Black Belt certification and lead record-breaking new product launches.
He then joined the healthcare world leading Lean, Six Sigma, and Process Improvement projects for Quest Diagnostics and HCA (Sunrise Hospital). During his time at HCA, he led many throughput and Process Improvement initiatives in the Emergency Department and Operating Room. Then later at Sunrise, Corey worked in administration as the Chief Staffing Officer and Associate COO. In this role, Corey oversaw all aspects of labor management, focused on overall patient flow of the hospital, and had various departments he was responsible for. During this time, Corey received his MBA with a focus on Healthcare Administration.
Before joining Providence St. Joseph Health, Corey was a Master Black Belt and oversaw Global Operations of the Process Improvement program at Anheuser-Busch InBev, responsible for establishing and developing a framework for the company's global Continuous Improvement Program.
Corey’s first role at Providence St. Joseph was the Master Black Belt at Holy Cross Medical Center. While at Holy Cross, Corey focused on Patient Flow improvement, implementation of HRO/Learning Boards, facilitating various process work-out events, and continuing to develop the culture of improvement and empowerment at the ministry. Currently, he focuses on Clinical Excellence and Value Orientation Architecture for the Southern California region.
Kishore leads the business process architecture and automation practice for CSAA Insurance Group with 18 years of Business Architecture experience spread over high-tech, consumer electronics and insurance industries. He is passionate about bringing process perspective to every aspect of the business; from marketing, product and manufacturing to customer and service domains.
I have worked for the National Health Service (NHS) for 28 years, 15 of which as a Community Matron and a District Nurse, prior to that working in an acute hospital on a general medical and haematology ward. During that time I became an Independent Prescriber, gained a teaching qualification as had passion for teaching and improving management of patients with long term or terminal conditions. I was nominated by one of the Nursing Homes I supported for the Kate Granger Compassionate Care Award in 2014. I was a finalist which was such an honour and led to having a raised profile which helped secure my next post.
I have four years experience in my current role as ‘Matron, Achieving Excellence (AE)’ at the Royal Surrey County Hospital, in Surrey. AE is an internal accreditation programme for identifiying improvements and excellence within the organisation as well as areas for improvement in both our clinical and non clinical departments.
I moved into this current role to improve my career development, experienceing something new as I felt I needed to be more directly involved in improving NHS services. My role helps wards and other clinical areas to share good practice and further improve. My work involves carrying out comprehensive assessments to ensure all wards and departments within the hospital are operating efficiently and effectively within local and national Key Performance Indicators and policy. Also, promoting multidisciplinary working and responsibility for moving AE forward in their own departments, with standardised processes and sharing of evidence of learning.
I enjoy that my work supports the organisation to be more open on information that is shared. This information allows others to see where there are further areas for improvement and areas of good practice to share. My work supports the organisation become more structured and coordinated, and enables me to work in areas I have not previously experienced before during my NHS nursing career.
Most recently as a finalist in the National Patient Safety Awards, 2018, in the category for ‘changing culture’ - relating to supporting medical clinicians to work closely with nursing and allied health professionals in leading a clinical area and ensuring its success in continually improving and working together.
Michael Greenidge is the IT Director/Sector Manager of Enterprise Applications at MIT Lincoln Laboratory in Lexington, Massachusetts. In his role, Michael provides strategic leadership and directions for developing, implementing, and supporting enterprise business applications.
Since joining MIT Lincoln Laboratory in 2009, Michael has contributed to a numerous improvement initiatives. Most recently, successfully directing a major initiative to move the Laboratory’s ERP environment to a modern platform in the Cloud. In his current role, he also serves as one of the leaders for the overall Laboratory Digital Enterprise Transformation program, where he is partnering with the Business Transformation Office to simplify processes, modernize business applications, and build an integrated data architecture.
Michael has nearly 30 years of experience implementing and deploying global and enterprise-wide business applications. Throughout his career, he has effectively applied his business and technical leadership to transform business application landscapes in support of an organization mission.
He holds a Bachelor’s degree in Electrical Engineering from Rice University, a Bachelor’s degree in Physics from Texas Southern University and an MBA from Worcester Polytechnic Institute.
Holly Rogers is a Lean Six Sigma Black Belt for the Enterprise Lean and Operational Excellence division of Farmers Insurance. As a Black Belt, Holly is part of a team that assists the organization in streamlining processes across the enterprise. In addition, she uses her strong facilitation and communication skills to lead the Yellow Belt certification program at Farmers and trains and coaches interested employees in learning basic problem solving skills to achieve Yellow Belt certification.
Holly has a 34 year history with Farmers Insurance, with a prior background in project management and business analysis, legal work, marketing, and actuarial reporting. Holly has also been an active participant in the Women’s Inclusion Network at Farmers, leading the Mercer Island chapter in Washington state.
Holly has several industry designations such as the CLU, ChFC, LUTCF, AIRC, and FLMI and earned most of these through the American College in Bryn Mawr, Pennsylvania.
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.
Anu George is Chief Quality and Transformation 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.
In today’s day and age every organization seems to be in a constant state of change. Navigating these small and large transformations can be daunting, especially when many transformation efforts take longer, cost more and even fail. Companies grapple with being “reactive or ready” for change.
There are many types of transformations that a business must go through including digital, organizational culture, customer experience, operational, distribution, growth, sustainability, risk management, and much more. Many experts will try and argue that each one of these changes requires you to tackle them in fundamentally different ways. But, is that really true?
Throughout her career, Alina Aronova has successfully supported, led and sustained an array of business transformations in diverse functional areas, industries, and organizations. Each transformation brought its own unique needs, obstacles, challenges, and constraints. Yet, at the same time they all required innovation, adaptation and rethinking how the organization operated.
Looking back at all her success, Alina asked herself “Why was I able to be an effective change agent in different industries with different challenges?” Through this questioning she uncovered her unique methods of defining, organizing and leading prosperous transformations. In this session Alina will share with you her experiences in vastly different industries, stories of her success and failures; insights on how she tackles change; and the competitive advantage that is at the heart of all her transformations.
Dr. Gallagher is Senior Vice President of Operational Excellence for CACI International Inc, a $4 billion information systems solutions and services company. In this role, he is responsible for CACI’s integrated program management and delivery methods, process effectiveness, quality assurance, and continuous improvement initiatives.
Prior to this position, Brian was the Director of Engineering and Mission Assurance for Northrop Grumman’s Intelligence and Cyber Divisions where he provided leadership critical to mission success involving engineering, quality assurance, process effectiveness, program execution, and supplier assurance.
Previously Dr. Gallagher served as Director of Acquisition Support at the Software Engineering Institute (SEI), Carnegie Mellon University, leading teams serving the Department of Defense and other government agencies. He also served in the U.S. Air Force, with assignments as Deputy Chief of Software Engineering with the Air Intelligence Agency; Chief Engineer on the Range Operations Control Center Project at Cape Canaveral in Florida; program manager on the Titan IV Program; and as an engineer with the Strategic Air Command.
Dr. Gallagher earned a PhD in Systems Engineering through Colorado State University, an MS degree in Computer Science from the Florida Institute of Technology and a Bachelor of Technology degree from Peru State College. He is Six Sigma trained, PMP certified, and is certified as a CMMI high maturity lead appraiser for CMMI for Development and CMMI for Services. He is an associate fellow of AIAA and a member of IEEE, NDIA, PMI, AFCEA, and INCOSE, as well as a contributing author of the Guide to the Systems Engineering Body of Knowledge (SEBoK). Dr. Gallagher is an associate professor at University of Maryland, University College where he teaches graduate course in Systems Engineering and Information Technology.
Ira founded T5 Equity Partners, LLC as the direct, private equity investing affiliate of a family office. He has completed nine acquisitions including several manufacturing companies, military parts businesses, oil and gas companies, and a bank. Ira serves as Chairman of five of the companies and as Chairman of the Credit and Compliance Committees of the bank. He focuses on oversight of company operations, new business development, acquisitions and joint ventures with other family offices and companies. Ira is also a Founder of the Cleantech Family Office Syndicate, and has developed a program with the U.S. Department of Commerce, Minority Business Development Agency.
Ira has completed over $15 billion of restructuring, turnaround and bankruptcy/distressed M&A transactions in over 50 industries, as a banker, investment banker and principal. His own financial advisory firm, Cove Capital Advisors, Inc., completed over $5.5 billion of assignments. Among the more notable engagements were appointment as Trustee of the $700 million, Daewoo International (America) Corporation bankruptcy trust and serving as exclusive financial advisor to JP Morgan Chase on two multi-billion dollar bankruptcies.
Helen is an experienced and passionate healthcare innovator and futurist. She has expertise in partnering with c-suite executives and peers, team development, execution of strategic planning and global governance programs, building international collaborations, client loyalty programs and helping to formulate global best practice solution portfolios.
She has served in three Fortune companies and non-for profit organizations such as Health Information Management Systems Society (HIMSS). Additionally, she has supported, consulted and guided several start-up health IT companies to successful next steps such as LumiraDx, HealthBox, Haven Health and Carefully, Inc among others. Helen has achieved HIMSS fellow status and secured HIMSS healthcare IT certification.
Helen has served on several national committees and Boards such as HIMSS, CHIME, The Sullivan Institute for Healthcare Innovation, WEDI, State University of New York’s Global Institute for Health and Human Rights and State University of New York’s School of Public Health. Helen serves in several senior advisory roles such as for the Albany College of Pharmacy and Allied Health Sciences President’s Council, the National Health IT Collaborative for the Underserved, Inc. based in Washington, D.C., New York State’s HIMSS National Liaison and is Chair, Health 2.0 Boston.
Helen has secured service and career awards, published and lectured extensively in healthcare and regularly presents and authors on healthcare technology. She holds academic appointments at University of Maryland, the Sage Colleges, New York and Massachusetts College of Pharmacy and Allied Health Science, Boston. She holds a Baccalaureate in Science, a Doctorate of Pharmacy, an MBA in healthcare administration, completed a drug information research fellowship, is a Certified Six Sigma Black Belt and Six Sigma Lean Sensei.
Helen has been recognized by Health 2.0 as a “Ten Year Industry Leader”. For three consecutive years, 2016, 2017 and 2018, Helen has been named “Most Powerful Women in Healthcare IT” by Health Data Management. She was named in 2018 on Becker’s prestigious “Women to Know in Healthcare IT” listing. Helen is a career coach, mentor and passionate about supporting the environment. She volunteers her time and raises money for several philanthropic organizations including the Alzheimer’s Association.
In her spare time, Helen mentors for organizations interested in positioning product development and go to market strategies in healthcare such as Carefully, Inc. where she serves as one of the original founders and as Chief Communications and Public Relations Officer. Helen is Chief Strategy Officer for MedicaSoft based in Arlington, Va.
As the CMMI Institute’s Director of IP Development and Chief Architect of CMMI Products and Services, Ron brings over 34 years of experience with continual performance improvement, quality, and process management to supporting the development and launch of CMMI Products, including CMMI V2.0, the Medical Device Discovery Appraisal Program (MDDAP), and Cybersecurity Assessment products.
Ron is a Certified High Maturity Lead Appraiser (CHMLA), certified Instructor, and experienced consultant in the CMMI Institute’s Capability Maturity Model Integration with over 300 appraisals completed to date with multiple global industries and small and large (e.g., Fortune 50/500) organizations, including aerospace, automotive (e.g., U.S. Army Tank Command, Tier 2 and 3 automotive Suppliers, BMW, Volvo), biomedical, defense, finance, healthcare, insurance, IT, pharmaceuticals, telecommunications, and systems and software integrators.
Ron has also successfully held numerous executive and management roles for product and solution development, service delivery, and supplier management. In these roles, he has managed both small and large teams and projects delivering high-quality software, hardware, systems, and services to a wide variety of clients who are still using those products and services today. This experience also includes agile, DevOps, and CMMI High Maturity-based development and services efforts. Besides using the CMMI, Ron has extensive experience delivering solutions to clients leveraging ISO, and numerous other continual improvement and quality models and standards.
Ron is an accomplished, senior quality and continual improvement executive and advisor and is an internationally recognized leader in several key organizations:
Ron is an ISO 9001 2015 Lead Auditor and is an ASQ Certified Manager of Quality/Organizational Excellence (CMQ/OE).
Peter Fritsche is Vice President, Global Operations at Data Sciences International (DSI). His responsibilities include: process engineering, supply chain leadership, manufacturing, logistics, client services, documentation, continuous improvement and technical support. Prior to DSI, Peter was Director of Global Quality at both Emerson and Honeywell. He has also worked at ADC and FSI International.
Peter is a hands-on leader, driven by a passion to create value-based improvements that result in higher customer loyalty and substantial savings for his company. Throughout his career, he has performed at a very high level in many technical and managerial functions including: design, manufacturing, quality, safety, supply chain and product management. By engaging team-members, utilizing appropriate improvement tools and implementing necessary system-level changes for continued success; Peter has established a strong history of permanently solving the “unsolvable” product performance and reliability issues while shortening lead-times, reducing cost-of-goods-sold (COGS) and improving other key balance sheet metrics.
Peter is a six-sigma black belt and an instructor at Manufacturers Alliance where he currently leads Six-sigma green belt certification classes. He achieved a B.S. in Engineering Mechanics from UW-Madison and earned an MBA from the University of St. Thomas.
Dr. Keith A. Clinkscale is a recognized Lean Six Sigma Black Belt & Operational Excellence Executive known for establishing best-in-class strategic performance management programs. Keith Clinkscale demonstrates a combination of broad industry experiences, performance management acumen and a history of results-oriented management consulting to drive significant improvement and cost savings. As a seasoned Industry Executive and Management Consultant, Keith built a reputation of excellence in all areas of operations.
His skillset includes over 30 years of Executive Coaching, Training and Content Design, Process Improvement, Benchmarking, Total Quality Management, Balanced Scorecards, Business Process Re-engineering, Strategic Planning, and High Performance Teams. Keith’s experience and sensitivity to customer concerns has always enabled him to provide a high level of service, whether in industry or as a consultant. Keith has headed the Performance Management Office at Palm Tran. Keith’s team provided executive coaching, goal and target setting through benchmarking, established and reported balanced scorecards, developed department scorecards and held department directors accountable for addressing deficiencies. Dr. Clinkscale has been the champion of Performance Reporting, Management and Improvement at Palm Tran.
Keith has a B.S. in Electrical Engineering from Boston University and a PH.D in Strategic Leadership from Concordia College & University. He is now the Director of Strategic Planning and Performance Management for Palm Beach County and supervises all activities related to the long-term strategic plan of Palm Beach County as well as the strategic planning of over 30 county departments. Keith is responsible for assisting the Board of County Commissioners (BCC), Executive Team, Department Directors, and staff with the development of long-term goals, objectives, strategies, and actions.
Gerald A. (Jerry) Faunt is the Vice President of Quality for Commercial Vehicle Group, Inc. and a Colonel in the United States Army (Reserve). Jerry has held progressive positions and been an executive in automotive, commercial and defense aerospace and private equity. In the military, Jerry has held command and staff positions with multiple combat deployments from company through battalion and brigade to serving as the Executive Officer to the Deputy Commanding General – Operations, U.S. Forces – Afghanistan and the Deputy Chief of Staff – Operations, NATO Resolute Support Mission. Jerry holds a Bachelor of Science in Chemical Engineering and Master of Science in Manufacturing Engineering from Wayne State University, and a Master of Science in Strategic Studies from the United States Army War College.
Each day, Steve looks forward to meeting new people, new challenges, learning, and opportunities to bring business performance, competitiveness and growth to new levels.
Steve is the Vice President of Operational Excellence for Greene Group Industries, a privately-held major supplier to leading industrial manufacturers, with locations across the USA in California, Michigan, and Pennsylvania. Reporting to the President, Steve works across the company’s business units and functional areas driving organizational alignment and fostering a customer focused culture to support the goal of continuously improving competitive advantage.
Prior to the Greene Group, Steve spent 20 plus years working internationally, gaining experience and expertise across industries and disciplines. He has worked seven years in management consulting, seven years in operational leadership roles, five years running a high-tech start-up, and served four years in the United States Air Force, where he was awarded the Air Force Achievement Medal.
A firm believer in understanding fundamentals, Steve strives to make sure that all team members understand what constitutes the foundation of their organization’s competitive advantage and how each person’s role strengthens that foundation. He is focused on providing the leadership, strategies, and development needed to help enable individuals to more productively contribute to the organization’s success.
With more than 20 years’ experience in Operational functional and business HR roles Sarbari has worked in over 5 countries across multiple sectors including manufacturing, retail, distribution and services.
Prior to joining Cummins Distribution in the US, Sarbari led the HR organization for Cummins in the Middle East based in Dubai in the UAE. Prior to relocating to the UAE, Sarbari led the HR team for a Greenfield venture for Reliance Industries one of the largest Petrochemical producers in India. She leads People Strategy, HR Operational and Process Excellence, Workforce Analytics in her current role for Cummins Distribution which operates in almost 90 countries and has over 16,000 employees. Her expertise covers strategic business partner roles, Talent Management, Workforce planning and strategy, HR process excellence organizational and employee development, HR metrics & reporting, succession planning, and performance management.
Sarbari holds a Bachelor in English Literature and an MBA from Calcutta University. She is a candidate for the 2018 Global Fellow of Talent Management at The Wharton School. She is certified Six Sigma Green Belt and a certified SWP practitioner and is currently dabbling in Organization Design and Change Management.
Erin Pelletier is employed at Care England, the second largest health system in Rhode Island, as the Director of Operational Excellence. Here, she has led multiple transformation projects yielding savings over $100 million. As the organization continues to improve, she is installing an integrated approach to system-wide performance improvement activities designed to drive transformational change and maximize financial results.
Erin holds a Masters of Business Administration degree from the University of New Haven, B.S. degree in Mathematics with a concentration in statistics, and is a certified Project Management Professional and Six Sigma Green belt.
Erin lives in scenic Connecticut with her husband and three children. She enjoys cooking and any activity outdoors such as hiking, passing the football, or lounging on the beach.
Stefan currently leads innogy Consulting’s operations & lean practice and has more than 15 years of international operational excellence and lean experience in the energy industry. He has implemented large-scale Lean and Change transformation programs in the Netherlands, United Kingdom, Germany, and eastern Europe, with the result of enabling more than 40,000 employees and training 300 experts. He has also led operational excellence and lean projects along a major utility’s entire value chain, from exploration and production to retail and cross-functions.
innogy Consulting is an energy-focused management consulting firm with operations in North America, Europe, and the Middle East. Its 200 consultants drive projects from performance improvement to innovation and change management to corporate finance for leading U.S. energy companies intent on fortifying their businesses for the future.
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.
Jeff Holmquist leads business transformation at Crowe to accelerate improvements to the efficiency and effectiveness of the firm overall and its internal and external business units. Crowe is a public accounting, consulting, and technology firm that combines deep industry and specialized expertise with innovation. The firm consistently achieves client engagement scores far exceeding industry averages and has received numerous accolades as a great place to work, including being named to the 2018 Fortune 100 Best Companies to Work For list.
His career has focused on operational excellence, from transformation to continuous improvement; project and change management; and the application of technology, including agile product development. He has primarily worked as an internal and external consultant in a variety of industries and for companies of all sizes and stages of growth.
Jeff has an MBA from the University of Chicago, and Bachelor of Science degrees in Accountancy and Organizational Behavior form the University of Illinois at Urbana-Champaign.
In addition to family involvement, he is active in his community, loves to travel, and tries to lead a healthy lifestyle.
Sean Tinney is CTO of IBM's Intelligent Automation Innovation Center, leading an interdisciplinary team focused on solving complex business problems leveraging the latest in automation technology. His team tackles transformation that is lead by the business agenda - starting with how business process can be enabled by technology (instead of technology dictating business process) - and takes an integrated approach to leveraging the full range of automation from basic to advanced.
Matthew Krathwohl is working to bring about profound change to his organization and help take it to a different level of effectiveness. Crowe is an accounting, consulting, and technology firm and 2018 Fortune 100 Best Companies to Work For. Previously, he was Innovation Program Director at the University of Notre Dame where he sought to fully establish its Certified Innovation Mentor program as the recognized standard for innovation education across all industries. He was also Executive Director of Innovation for over a decade at Beacon Health System in South Bend, IN guiding the system’s innovation strategy while also serving as Lead Faculty for its sponsored community-based innovation center. He is an accomplished leader with over 25 years of experience in leading key strategic initiatives. His history of success includes: transforming organizations by introducing innovation and process improvement methodologies, building high performing teams that accomplish organizational objectives, developing strategic alliances for new forms of profitable growth, and analyzing the financial impact of key business decisions. Matthew is frequently called for presentations on building innovation competency, capability, and culture. Most recently, he helped develop and launch the aforementioned Certified Innovation Mentor program, founded by Notre Dame, Beacon Health System, and Whirlpool Corporation.
His diverse background includes serving as an adjunct professor at Notre Dame’s Mendoza College of Business and Director of Business Development and later a Director of Finance at Whirlpool’s global headquarters. His professional experience also includes management consulting positions with RSM and EY.
Matthew received a Bachelor of Science Degree in Management with Highest Distinction and a Master of Science degree in Management from Purdue University. He is a Certified Public Accountant (inactive) and a GE Certified Lean Six Sigma Green Belt.
He actively participates in civic, academic, and faith-based volunteer activities. When he isn’t enjoying his family or working, you’ll find him listening to his favorite music.
Randy Shumway founded the Cicero Group (www.cicerogroup.com) in 2001 with four people working out of abasement. At the beginning of 2017, when Randy stepped down as CEO, Cicero had grown to over 350 professionals with offices crossing the United States. In 2016, Randy was awarded Utah’s Lifetime Achievement award and wasnamed CEO of the Year in recognition of his professional accomplishments.
Randy’s vision in founding Cicero was to deliver more than mere strategic recommendations to organizations but to actually roll-up his sleeves and help organizations effectively execute the ideas.
During his more than 16 years at Cicero, Randy has led multiple transformation and change managementengagements for Fortune 1000 clients in such sectors as High Tech, Telecommunications, Life Sciences,Manufacturing, Financial Services, Consumer Products and Education.Having stepped down as CEO, Randy currently leads the Change Management and Transformation practice at Cicero,as well as the firm’s private equity subsidiary.
Randy is on the corporate board of Snowhite and of Angoss Software (TSX: ANC). He serves on two state appointedboards – the state’s Economic Council and its Education Commission. Randy serves on multiple volunteer boards suchas Southern Utah University, Utah’s Employment Taskforce, Boy Scouts of America Great Salt Lake Council, and EducationFirst. He is a prolific author in the Deseret News and in Forbes regarding effective education and economicpublic policy.
Prior to starting Cicero, Randy was the Executive Vice President and Managing Partner at Answerthink. He started hiscareer at Bain & Company.
Randy obtained his MBA from Harvard Business School, graduating with highest academichonors (Baker Scholar).
Kyle Mielke is a Certified Black Belt at Cardinal Health a fortune 15 health care services company. He has spent the past year as part of the Medical Commercial Operations team running special projects for this group. Kyle spent the previous 4 years as part of the Operational Excellence division that has engaged more than 18,000 employees in 6,000+ projects improving processes an average of 40 to 60 percent.
He was able to take his 15 years of sales experience coupled with his passion and training on Lean Six Sigma to successfully lead several different Lean Six Sigma projects with the sales and marketing teams. One project was able to free up sales reps from customer service activities to create more selling time. Another was creating an integrated selling model between two of the sales teams. He has also consulted with many different groups inside Cardinal Health helping them implement the Cardinal Health Operating Model.
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.
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.
Jim de Vries is a skilled thought leader with more than 30 years of experience helping clients achieve their desired outcomes through his ability to facilitate teams and drive improvement. His experience encompasses financial, commercial, CRM, services, IT, call centers, security, transportation, automotive, power systems, oil and gas, nuclear energy, research and development, government, and electronics industries.
Kenneth “Ken” Giles is a Quality and Continuous Improvement Principal with FedEx Corporation. In this role, he helps FedEx develop enterprise-wide strategies for the application of their unique approach to continuous improvement known as Quality Driven Management (QDM). On a day to day basis, Ken also supports the implementation of QDM throughout the enterprise by focusing on projects and tactics that drive engagement at all levels of the organization, enhance learning & development resources and support rewards & recognition programs.
Ken came to FedEx with over 20 years of experience in Quality Management, Quality Engineering, Continuous Improvement and Operations Management. He has a diverse professional background including experience with some of the world’s most well-known companies including Coca Cola Refreshments, Toyota Motor Manufacturing, Canon Incorporated, Delta Faucet Company and others.
Ken earned a Bachelor of Science in Industrial Engineering from Tennessee Technological University and a Masters in Business Administration from Union University. He is an American Society for Quality (ASQ) Certified Manager of Quality & Organizational Excellence, an ASQ Certified Quality Engineer and an ASQ Certified FedEx Quality Driven Management Expert.
Focusing on the customer (internal & external), treating all people with respect and being willing to roll up his sleeves and do the work are the three vital personal characteristics that have been instrumental throughout his career. He looks forward to continuing to utilize these characteristics in the future as the science and application of Quality & Continuous Improvement methodologies continues to evolve.
Byron Tatsumi is a senior director at Salesforce and leads the company wide process innovation program. He has more than 20 years of industry and consulting experience in strategic planning, business process improvement & transformation, business operations, and strategic sourcing. He has a strong background in strategy development and business plan implementation and considerable program, project, and change management experience.
Marco Chmura is Director of Quality & Transformation at Morningstar, whose mission is to create great products that help investors reach their financial goals. Marco’s spent the past 5+ years helping Morningstar achieve that mission by developing a process mindset and client-centric culture by championing the voice of the customer and mentoring/guiding leaders as they manage LEAN Six Sigma and Agile development projects. For the past year and a half, he’s also been responsible for helping Morningstar enhance the customer experience through the adoption of emerging technologies such as Robotic Process Automation, AI, ML, Chat, etc.
Farrah Pepper is the Chief Legal Innovation Counsel (CLIC) at the Marsh & McLennan Companies (MMC). In the newly designed CLIC role, Farrah makes things… click. Farrah leads MMC’s legal innovation initiatives to simplify the way the legal and compliance teams work and drive better outcomes, often by harnessing the power of technology. Farrah also leads the MMC legal data discovery program and team. Farrah has a long history of building and leading in-house and law firm teams to solve business challenges, create enterprise value and reduce risk. Previously, Farrah was GE’s global discovery counsel, where she served as the large, diverse conglomerate’s first dedicated legal expert on discovery strategy and policy. Farrah created and led the GE Discovery Center of Excellence and reinvented GE’s approach to global discovery and data management to drive dramatic savings, efficiencies and risk reduction. Prior to joining GE, Farrah was a litigator in the New York office of Gibson Dunn, where she was a founder and leader of the firm’s global electronic discovery practice group. Farrah has been named a Rising Star by the New York Law Journal, a three-time Top eDiscovery Counsel by First Chair, an Emerging Leader by DiversityMBA Magazine and a Hero of Simplification by GE’s CEO. Most recently, Farrah received the 4th Annual Monica Bay STEM Leadership Award. Under her leadership, Farrah’s teams received recognition such as the Analytics 50, Corporate E-Discovery Hero, Association of Corporate Counsel (ACC) Value Champion and an LTN Innovation Award. In addition to regularly publishing and speaking on legal discovery and innovation, Farrah serves on various industry advisory boards and working groups, including the Georgetown Advanced E-Discovery Institute, SOLID (Summit on Legal Innovation and Disruption), Legaltech, Legaltech News and the Cardozo Data Law Initiative. Farrah is a double-NYU grad; she earned her B.A., summa cum laude, at New York University’s College of Arts and Sciences and her J.D. at the New York University School of Law.
Farrah Pepper is the Chief Legal Innovation Counsel (CLIC) at the Marsh & McLennan Companies (MMC). In the newly designed CLIC role, Farrah makes things… click. Farrah leads MMC’s legal innovation initiatives to simplify the way the legal and compliance teams work and drive better outcomes, often by harnessing the power of technology. Farrah also leads the MMC legal data discovery program and team.
Farrah has a long history of building and leading in-house and law firm teams to solve business challenges, create enterprise value and reduce risk. Previously, Farrah was GE’s global discovery counsel, where she served as the large, diverse conglomerate’s first dedicated legal expert on discovery strategy and policy. Farrah created and led the GE Discovery Center of Excellence and reinvented GE’s approach to global discovery and data management to drive dramatic savings, efficiencies and risk reduction. Prior to joining GE, Farrah was a litigator in the New York office of Gibson Dunn, where she was a founder and leader of the firm’s global electronic discovery practice group.
Farrah has been named a Rising Star by the New York Law Journal, a three-time Top eDiscovery Counsel by First Chair, an Emerging Leader by DiversityMBA Magazine and a Hero of Simplification by GE’s CEO. Most recently, Farrah received the 4th Annual Monica Bay STEM Leadership Award. Under her leadership, Farrah’s teams received recognition such as the Analytics 50, Corporate E-Discovery Hero, Association of Corporate Counsel (ACC) Value Champion and an LTN Innovation Award.
In addition to regularly publishing and speaking on legal discovery and innovation, Farrah serves on various industry advisory boards and working groups, including the Georgetown Advanced E-Discovery Institute, SOLID (Summit on Legal Innovation and Disruption), Legaltech, Legaltech News and the Cardozo Data Law Initiative.
Farrah is a double-NYU grad; she earned her B.A., summa cum laude, at New York University’s College of Arts and Sciences and her J.D. at the New York University School of Law.
César and his team vet tens of thousands of projects per month, and then facilitate the purchase and delivery of materials to classrooms across the country. In addition to office management and several IT functions, César also manages the organization's human capital, customer relations, finance, and donor appreciation efforts. As Chief Operating Officer at DonorsChoose.org, César is responsible for leading the operations, finance, and HR teams and ensuring the operations’ workflow is fully scalable. In less than seven months, he was able to scale the organization from supporting 10,000 public schools to over 100,000 public schools while at the same time increasing customer satisfaction with a minimal increase in budget. César has significant experience building team structures, tools, systems, and processes that ensure the organization is scalable. Prior to joining DonorsChoose.org, he spent 11 years with AT&T in various capacities, including Sales, Finance, Legal, and Vendor Management. César earned his mechanical engineering degrees from Caltech (B.S.) and MIT (M.S.) and holds an MBA in Strategic Management from the Wharton School of Business. César was also an Adjunct Assistant Professor at New York University (NYU), where he taught Social Entrepreneurship.
César and his team vet tens of thousands of projects per month, and then facilitate the purchase and delivery of materials to classrooms across the country. In addition to office management and several IT functions, César also manages the organization's human capital, customer relations, finance, and donor appreciation efforts. As Chief Operating Officer at DonorsChoose.org, César is responsible for leading the operations, finance, and HR teams and ensuring the operations’ workflow is fully scalable. In less than seven months, he was able to scale the organization from supporting 10,000 public schools to over 100,000 public schools while at the same time increasing customer satisfaction with a minimal increase in budget. César has significant experience building team structures, tools, systems, and processes that ensure the organization is scalable.
Prior to joining DonorsChoose.org, he spent 11 years with AT&T in various capacities, including Sales, Finance, Legal, and Vendor Management.
César earned his mechanical engineering degrees from Caltech (B.S.) and MIT (M.S.) and holds an MBA in Strategic Management from the Wharton School of Business. César was also an Adjunct Assistant Professor at New York University (NYU), where he taught Social Entrepreneurship.
Sandra Lechiaro is a Business Transformation Manager, a key leadership role responsible for introducing enterprise transformation at MIT Lincoln Laboratory, with the recent creation of a Business Transformation Office. In this new capability, Sandra is bringing leadership to strategic projects that have an enterprise impact, by improving efficiencies and effectiveness of people, process and technology, that close capability gaps, minimizing operational risk and empowering the Laboratory’s “business of research”.
Sandra has spent most of her career at the Laboratory, in various key leadership roles in Business Operations and Contract Management, with her most recent role in Financial Operations focusing on business process improvement. She co-leads an Enterprise Applications Governance Board which brings strategic prioritization to IT investments, and a roadmap for long-term initiatives. With a deep understanding of the Laboratory’s unique culture, she is effective in building partnerships and cross-cutting teams across the organization to foster change management activities to minimize impacts and improve adoption.
Sandra holds a Bachelor of Science in Food Marketing from the University of Massachusetts, Amherst, and her MBA with a concentration in Management of Information Sciences from Western New England University. She also earned Certificate from MIT’s Leader to Leader program, and a Certificate in Government Contract Management and is a Six Sigma Green Belt.
Kristof Kovacs is a change agent, a transformational leader, and a developer of early career leadership talent in charge of executing on complex, organization-wide transformations. He started his corporate career in his home town of Budapest, Hungary as part of General Electric’s Financial Management Program. He transitioned from successful global financial leadership roles into management consulting and leading complex internal and client facing transformational engagements.
Currently he is heading up IBM’s Continuous Improvement mission for its $17B services business, improving quality, productivity, and competitiveness. He is the founder and program director of IBM’s first of a kind Transformational Leadership Development Program, an in-house degree level program to develop change agents of the future. Most recently he has been collaborating co-creating with ESPM University of Sao Paulo, Brazil to build out and globally scale a first of a kind master’s degree in business leadership coined Master’s in Business Transformation or MBT. He is a certified Management Consultant, Lean Master, and Six Sigma MBB. He and his wife and their two children live in Southern Maine, USA.
Rob serves as the Vice President- Global Operational Excellence for Global Container Terminals reporting directly to the CEO and Board of Directors. In addition, Rob is the Chief Executive Officer of Detailed Logic Group, LLC. He provides the vision and direction of the Detailed Logic Group performance improvement methodology, educational workshops, coaching and consulting services. Prior to founding Detailed Logic Group, LLC and his leadership position with Global Container Terminals, Rob held leadership roles across multiple industries within Fortune 500 companies such as: Sony, PepsiCo, Allegheny Technologies Inc., GE, and Johnson Controls International. Over two decades of experience driving Operational Excellence and Business Transformation has resulted in over one billion dollars of organizational cost savings and generated revenue. He is a subject matter expert (SME) in Lean, Critical Problem Solving, Six Sigma, Strategy Deployment, Reliability Centered Maintenance, Change Acceleration, Enterprise Operation / Business Systems and Business Operating Models.
A current C-suite operational excellence executive, Rob’s primary industry background centers on manufacturing (technology) and service based environments. He has held positions including Reliability Engineer, Production Manager, Lean-Six Sigma Master Black Belt, Director- Strategy Deployment, Director- Strategy Deployment & Product Technology Leadership, and Executive Director / Interim Vice President- Global Business Operations. He was instrumental with the design, development, and implementation of new production lines and plant start-ups in both domestic and international locations. Additionally, Rob served in the United States Air Force where he was assigned globally in high-pressure assignments.
Rob’s broad industry experience includes assignments in the Aerospace, Electronics, Bottling, Metals, Transportation, Energy, Automotive, and Container industries. He has delivered organizational value through an intense focus on Strategy Execution, Critical Problem Solving, Risk Reduction and Sustainment, and Change Acceleration within challenging environments.
One of the Six Sigma initiatives for which Rob was responsible was requisition to platform process which facilitates company new product launches. This initiative was a critical component of the company’s process-improvement program and represented 1 of 40 big processes throughout a Fortune 5 company. Results included: 80% system reuse, 6 month reduction in cycle, and a 35% reduction in sole-source suppliers and overtime.
Rob focuses on accelerating organizational speed and efficiency via partnership and key problem solving capabilities to resolve critical business challenges. He functions as a subject matter expert (SME) and strategic business partner to organizational executive leadership teams across the business value chain focused on execution of renewed business strategy.
Rob is an energetic motivational speaker and is an accomplished communicator.
Rob has made significant intellectual contributions in the areas of Performance Improvement, Operational Excellence, Strategy Execution, Reliability Centered Maintenance, Supply Chain Optimization, Engineering & Product Development, Enterprise Operating / Business Systems and Business Operating Models. His ability to stay ahead of the latest trends in Strategy Execution, Business Transformation and Process Innovation has Rob frequently asked to deliver keynote addresses to organizations such as NASA and the United States Air Force. Rob is a two time published author and the developer of the Machine Order of Analysis©, Cause and Effect Check Sheet©, Strategy to Execution Maturity Model, and the Four Phase Approach to Competitive Advantage.
Education Rob holds a MBA with a concentration in Operations & Strategy and a MIT Sloan Executive Education certification in Strategy & Innovation.
Anu is an experienced and passionate healthcare executive and a change agent. She has expertise in partnering with c-suite executives and peers to drive successful execution of strategic and transformational programs, building lasting collaborations, delighting customers and establishing best practice solution portfolios for Quality-boosting initiatives.
She has served in three Fortune Healthcare companies and non-for profit organizations such as WEDI (Work group for EDI) where she chaired the workgroup for Healthcare Policy guidance. Her contributions towards setting up best practices for interoperability and harmonization of Healthcare Information were published in the 2013 WEDI Report.
Anu is an active contributor and champion of leading industry best practices such as developing the rule book for the ICD 10 Testing programs. She was the one of the leading members of the ”ICD-10 Testing collaborative” that promoted sharing quality best practices amongst major healthcare payers including UnitedHealth Care and Blue Shield of California.
Anu holds a Baccalaureate in Science, a Masters in Organic Chemistry and has obtained Management credentials in Healthcare Administration from the Wharton School of business. She is also a Certified LEAN Six Sigma Master Black Belt.
She is devoted to the cause of elevating the career goals of young women through coaching and mentoring.
Her Hobbies include travel, study of period architecture and water sports.
Former Head of Digital CoE at Broadridge Financial and eBay Enterprise Global Program Management Office
Randy Bradley, joined Broadridge Financial in 2015 to lead its digital transformation by defining a multi-year roadmap, implementing new practices and championing Scaled Agile Framework (SAFe) practices and cultural change management program. Randy helped lead the development of Broadridge's new Platform-as-a-Service (PaaS) capabilities, helped design Product-Management-led practices, and accelerated its cloud adoption with AWS.
Randy is a pro-active and results-oriented executive with proven record of success leading large complex global businesses in the design and execution of enterprise Digital and Business Agility transformations leveraging cloud based strategies. Proven ability to inspire and lead global teams to deliver on enterprise change management initiatives across Financial Services, eCommerce, Media, industry verticals.
Padmini Nidumolu is the co founder of "Lean In Agile" for women movement and an Lean-Agile community leader enabling the voices of women be heard through women led events and campaigns. Her expertise and focus is in building learning organizations and delivering value by leveraging diversities as enablers leading to an enterprise culture of continuous improvement.She plays an active role in the local Agile communities through speaking, volunteering, engaging with special interest groups with Agile practitioners, Agile Thought Leaders and Agile Coaches. Padmini is an accomplished Indian classical dancer and serves as a STEM coach to the school teams. She lives in the Washington DC Metro area.
Leila Rao is an enterprise consultant optimizing the ability of organizations to discover, deliver and realize value iteratively. She integrates Lean values, gained from her experiences applying Lean in the healthcare industry, with Agile principles drawn from Agile transformation expertise, to facilitate sustainable organizational change outcomes. She is now applying the same experiences to increase the value and visibility of women through self-empowerment and structural realignment as the co-founder of Lean In Agile.
By Way of Introduction; Bilal J Muhammed is a Senior Level GlobalTechnology Professional, Multifaceted Subject Matter Expert (SME)and Lecturer on IT Innovation, Transformation and Business ProcessImprovement.
Raised in Newark, New Jersey; Bilal joined the United States Navy,earning the Classification as a Data Systems Technician Petty Officer(DS3-NSW) in Combat Systems & Aircraft Carrier CommunicationsSystems. Further complimented in the field of Computer Science fromHoward University, and certifications as a LEAN/Six Sigma Black Belt,AGILE Scrum Master/Coach, PMP/PMI and ITIL v3 Service Manager aswell as industry certifications from Cisco, NORTEL, Wellfleet, BayNetworks and other leaders in the Business & Technology space.
Beyond Business and Technology; Mr. Muhammed has letters in Post Graduate studies from Al-AzharUniversity (Egypt) in Theology, which has served him in his past role as a Chaplain for the Department ofCorrections and his local community. And is a member of several International Interfaith DialogueCounsels and Community Grassroots Programs.
Bilal currently is Vice President, ISRM at Wells Fargo Bank, with a focus on Global Products & SolutionsInformation Security Adherence Methodology Policy & Processes. He is also a member of IT IndustryForums; IEEE, IT4IT, ITSM, an active STEM Mentor/Facilitator and Past & Present Board Member of theBlack Data Processing Associates (BDPA) and the National Society of Black Engineers (NSBE).
Erich Heneke is currently Director of Business Integrity and Continuity in Mayo Clinic’sSupply Chain Management (SCM). His financial emphasis is in Enterprise & Supplier Risk Management, Audit/Controls and Financial Planning & Analysis. Erich has workedin Mayo SCM for 11 years, focusing his efforts on sound SCM controls, fraudprevention/detection, accuracy of balance sheet accounting and other controls relatedwork, including Mayo’s voluntary Sox compliance.
During his time at Mayo, Erich and his team have completed several projects addressingproper controls with Supply Chain, including: development of an award-winning creditcard risk scoring platform, completion of a segregation of duties project mappingemployees’ accesses across multiple applications, detection of several types ofoverpayments to vendors – including detection, collection and prevention of futureleakage, automated management of pharmaceutical pricing and several other initiatives.
Ray Brand is the Sr. Performance Improvement Engineer at Barnes-Jewish Hospital aligned to its multiple service lines (NeuroSciences, Therapy Services, Pt Placement) and various strategic initiatives (Readmissions Prevention, Patient Progression and Volume Growth) of the BJC Health System. Maturing BJC’s development and implementation of its Operating System and creating an execution culture are the primary objectives for his current statement of work at BJC. Ray specializes in various methods of creating emotional attachment (Humble Inquiry, Unleashing Talent, 10x, etc) for front line staff and leaders in order to drive step function change in KPI Performance.
In addition to his current responsibilities, Ray is leading a performance improvement collaborative, THE IMPETUS GROUP, on the BJC Academic Medical Campus which aligns PI efforts across St. Louis Children’s Hospital, Barnes-Jewish Hospital and Washington University School of Medicine. This grassroots approach to strengthening PI skillsets is intended to increase the adoption of change rate across the entire medical center.
Prior to joining the BJC Health System, Ray spent 11 years in the Aerospace manufacturing sector as a lean facilitator/enterprise process integrator. He earned his B.S in Accountancy from Southern Illinois University – Edwardsville and an M.B.A. from Webster University – St. Louis.
Matt has an infectious passion for process improvement. He’s led many projects over the last 20 years that yielded over $150 million in benefits. He’s worked in and consulted on hundreds of projects across many industries like government, insurance, transportation, telecommunications, finance, and more. He specializes as a Master Black Belt in applying Lean and Six Sigma in non-manufacturing environments.
Matt is not only influential in driving process improvements, but in also teaching others how to effectively improve their processes. He developed and led training and certification programs at three different companies that helped transform their corporate culture from the subject matter expert level up to the senior executive levels.
Matt founded StatStuff.com as the only free online source for complete Lean and Six Sigma training. StatStuff’s video-based content has helped thousands of people learn and get certified in Lean and Six Sigma. He published the book “Lean Six Sigma the StatStuff Way” to supplement the free training content and has received endorsements from operational excellence leaders at top companies like Apple, eBay, PepsiCo, Staples, Honeywell, Wells Fargo, Bank of America and many more.
Caroline Whalen is a Senior Business Transformation consultant at IBM in their Global Business Services. Ms. Whalen is the North America Program Lead for IBM's Transformational Leadership Development Program. Her accomplishments in this role include doubling the number of NA TLDP clients over the past year as well as redefining program opportunity management and recruitment processes. Ms. Whalen has professional experience and formal training in SAP, Microsoft Project, Advanced Excel, Lean, Agile, and more. Caroline started her career with IBM in their Enterprise Applications division working on SAP implementations. Within EA, she was responsible for Customer Master configuration and data testing. Caroline also held the role of Test Lead on the largest IBM SAP project in North America. Since transferring out of SAP, she has been working on management consulting engagements, specifically related to Lean and process improvement. Most recently, Caroline served as the site lead for a Lean implementation project at a headquarter location of a Fortune 500 insurance company.
Upon graduation from Boston University in 1991, Dan moved to Florida and participated in the Disneyland Paris Management Trainee Program. In January of 1992, three months before the opening of Disneyland Paris, he was transferred to France, where he remained for five years in various management roles. He and his wife Valerie, who was also with Disneyland Paris, were married in France and spent five years there before moving back to Orlando in 1997. Since that time they have raised three children – Jullian, Margot and Tristan. Dan has held various management and executive operations roles at the Walt Disney World Resort, both in the theme parks and resort hotels, and was the sixth executive to hold the position of Vice President, Magic Kingdom since the park opened in 1971. He earned his MBA in 2001 at the Crummer School of Business at Rollins College. Dan puts great value on spending time in the operation and frequently spent time in the park, assisting cast members and interacting with guests. He believes that building relationships is critical for leadership success, and his approachability in the workplace is a testament to his people-first philosophy.
Upon graduation from Boston University in 1991, Dan moved to Florida and participated in the Disneyland Paris Management Trainee Program. In January of 1992, three months before the opening of Disneyland Paris, he was transferred to France, where he remained for five years in various management roles. He and his wife Valerie, who was also with Disneyland Paris, were married in France and spent five years there before moving back to Orlando in 1997.
Since that time they have raised three children – Jullian, Margot and Tristan. Dan has held various management and executive operations roles at the Walt Disney World Resort, both in the theme parks and resort hotels, and was the sixth executive to hold the position of Vice President, Magic Kingdom since the park opened in 1971. He earned his MBA in 2001 at the Crummer School of Business at Rollins College.
Dan puts great value on spending time in the operation and frequently spent time in the park, assisting cast members and interacting with guests. He believes that building relationships is critical for leadership success, and his approachability in the workplace is a testament to his people-first philosophy.
Randy Clark is the Director, Six Sigma with Upland Software. Randy has over 20 years experience working in continuous improvement with emphasis in Six Sigma and the Baldrige criteria for performance excellence. He joined Upland’s PowerSteering team in 2004. Randy is a black-belt trained member of the American Society of Quality, and a three-year examiner for the Malcolm Baldridge National Quality Award.
James is the Strategy Practice Leader with Cicero Group. Prior to joining Cicero Group, he co-founded and served as CFO of the successful energy startup, Innovari, Inc. He also served for five years as Director of Corporate Initiatives Group at General Electric Corporation’s global headquarters working with all major business units to improve performance and efficiency. Prior to joining General Electric, James led numerous strategy and operations engagements for Fortune 100 companies as a Senior Engagement Manager at McKinsey and Company. Other prior experience includes roles at AT&T and Citibank.
Jason provides a wealth of knowledge in developing sales and business development strategies for Cicero Group's largest clients. His expertise also includes process improvement, supply chain management, customer analytics and lifecycle management, risk management among others. Prior to joining Cicero Group, Jason served as the Director of Business Development at Steelcase and then sPower as well as the Vice President of Pacific Pure Energy Capital.
Catherine has extensive experience in the public and social sectors in program design, implementation, and evaluation. Most recently at the George W. Bush Institute, Catherine was responsible for the development and execution of national and international programs, including Presidential Leadership Scholars. Additionally, she lead the design and implementation of robust measurement and evaluation strategies across the Institute and, previously for the US Department of Education.
Shane A. Yount is a nationally recognized thought leader, author, and President of CompetitiveSolutions, Inc. (CSI), an international Business Transformation consulting firm which pioneeredthe acclaimed organizational development system known as Process Based Leadership® - Abusiness transformation methodology designed to create a sustainable culture of clarity,connectivity, and consistency through the use of Non-Negotiable Business Processes. Since1991 he has led the offices of CSI in becoming one of the nation’s most recognized BusinessTransformation consulting firms, personally working with such organizations as Michelin,Genentech, Pfizer, Lockheed Martin, the Department of Defense, and many others.
Jennifer Hurst leads Nielsen’s Performance Excellence team which comprises Business Process Improvement, Program and Change Management, Performance Metrics, and Learning in support of Global Technology & Operations. In this role, Jennifer partners closely with Nielsen’s global leadership team to drive a unified focus on critical priorities with a consistent approach to drive operational and organizational excellence. Over the past year, her team’s portfolio of projects has delivered nearly $50M USD in impact to Nielsen - either by growing revenue or reducing costs.
Before joining Business Process Improvement, Jennifer led operational and technology teams for Telecommunications and Online products in addition to serving as Organizational Strategy Leader for Nielsen Engineering. Prior to working in market research, Jennifer spent nearly 10 years consulting in Business Intelligence and Data Warehousing, designing solutions for numerous Fortune 100 companies; mentored new consultants and led teams in a client leadership role. She started and ran her own consulting practice which ultimately folded into a start-up (ShareTracker LLC) and was later acquired by Telephia then Nielsen. Jennifer holds two patents for research methodologies to monitor telecommunication service subscriber activity.
Jennifer graduated from Florida State University with undergraduate degrees in Accounting and Entrepreneurship; she completed a graduate program at Georgia State University, earning a Master of Science in Computer Information Systems.
When not at work, Jennifer is busy keeping up with the activities of her 3 children (Tucker, age 15; Sophia & Webster, age 12), in addition to enjoying photography, wine tasting, cooking, Florida State University Football & University of Kentucky Basketball – all with Thomas, her husband of 23 years. She resides in Tampa.
Matt Retterer is a Senior Strategy Consultant within IBM. He solves business challenges primarily within a clients IT and technology space. Mr. Retterer’s career began in IBM’s Federal practice in Washington D.C. where he worked as a financial analyst on massive IT implementations and helped build IBM’s book of business. He transitioned from a successful Federal implementation stint to strategy consulting with a focus on Agile, Cloud, and Lean. Matt Retterer has advised clients on Cloud implementation, operation model restructuring, cost reduction strategy, and more. Most recently, Matt guided a Fortune 500 client through a multi-site Lean implementation. Within the Transformational Leadership Development Program™ , Matt has focused on growing the program across IBM and increasing the diversity of thought and experience. In 2018, he scaled out TLDP within North America by introducing the program to IBM’s federal practice and setting up the initial structure. Future growth is focused in expanding TLDP to China, Japan, Canada, and India. Currently, he lives in New York City.
Zack Adams is a Senior Advisory Consultant within IBM’s Global Automation Group. Zack’s primary focus is Transformation Strategy through Process Automation. His responsibilities include: assessing client as-is processes, leading client workshops, recommending appropriate automation technologies, developing to-be processes, creating detailed business cases, managing automation deployments, and educating other consultants on IBM Automation methodologies and best practices. Mr. Adams is the lead of TLDP’s Automation Hub.
Mr. Adams joined IBM as a graduate hire in the Oracle space but then moved to the Transformational Leadership Development Program & Automation group after successful engagements with multiple Fortune 500 companies. Since joining the automation group, Zack has led global automation rollouts for both internal IBM and commercial accounts. He also leads candidate process identification whorkshops globally. Mr. Adams resides in Columbia, SC.
Kevin L. Larsen, MD, FACP is the director of the Continuous Improvement and Strategic Planning Staff at the Centers for Medicare and Medicaid Services. He leads the CMS lean transformation and advises on health IT policy and care transformation. He previously served for 4 years as the Medical Director of Meaningful Use at the Office of the National Coordinator for Health IT. Where he lead ONCs work on quality policy, measurement and improvement, including clinical decision support and registries. Prior to working for the federal government he was Chief Medical Informatics Officer and Associate Medical Director at Hennepin County Medical Center in Minneapolis, Minnesota. He is also an Associate Professor of Medicine at the University of Minnesota. His research includes health care financing for people living in poverty, computer systems to support clinical decision making, and health literacy. In Minneapolis he was also the Medical Director for the Center for Urban Health, a hospital, community collaboration in research and design to eliminate health disparities.
With more than three years experience in the field of innovation and design, Kyle has been a part of leading over 100 design thinking projects for healthcare professionals and university students and faculty. He has taught design thinking courses both nationally and internationally to people of all ages.
Kyle is currently working with Dr. Karen Tilstra, to develop an innovation program at a well known Orlando company, Pioneers International.
Kyle received his B.A. in Business from Rollins College in Orlando. He is also a former four year collegiate basketball player and is currently active in leading basketball camps for a national youth organization.
Karen holds a PhD in Innovation and Leadership and is a licensed educational psychologist. Over the past five years, Karen has co-founded several innovation labs, including the award-winning Florida Hospital Innovation Lab (FHIL) in Orlando as well as the Orlando Magic Innovation Lab. She is currently helping Pioneers International develop an innovation program.
Karen has designed & facilitated over three hundred design thinking projects, which includes work with multiple top Fortune 500 companies. She has taught design thinking at the university level as well as presented her vast knowledge of the subject to both national and international audiences
Karen has also helped several universities across the country become design thinking campuses and has co-designed one of the nation’s first undergraduate degrees in Innovation and Social Entrepreneurship.
In addition to her extensive work with companies and universities, Karen has been a keynote speaker and has given two well-received TED talks.
Dr. Ayad is a Scholar-Practitioner and accomplished business leader with over 25 years of experience in developing and implementing strategies, designing and sustaining effective processes, engaging employees at all levels leading to improved top line and bottom line business results. Dr. Ayad worked for fortune 50 retail organizations including Bed Bath & Beyond, Sears Holding / K-Mart, The Home Depot, and Walmart where he supervised Workforce Management for Walmart’s US 4500 stores with $22B budget. During this journey Dr. Ayad was an active participant in crafting and / or implementing global strategies and witnessed the advantages and disadvantages as well as the successes and disappointments of transformation at these companies and other retailers through teaching case studies for his MBA and doctorate students. Dr. Ayad published papers in reputable peer reviewed journal with the attempt to bridge the gap between academics and practitioners as well as applied management and theoretical management. His paradigm aspires to transform work into a laboratory which in turn is used to develop management theories and “best practices” that deliver results. Amine has taught at Strayer University, Bellevue University, and Colorado Technical University at MBA and Doctoral levels on topics such as IT for Business Operation Optimization, Large Scale Change Management, Strategic Management, and Project Management. He has coauthored two books tackling the complex topics of leadership. His latest book “Success in The Retail Industry” is scheduled to be released in February – March 2019. Amine served on numerous boards including the Executive Board of Prevent Blindness, Ohio. He also served as an Advisory Board Member on the Business and Management Board at Colorado Technical University. Currently, Amine serves on Doctoral Studies Program Committee at Colorado Technical University, Colorado Springs, Colorado.
Roger Watson is jTask Pulse SaaS the lead architect. He is also the lead instructor for jTask Certified Change Management Professional (CCMP) Training course delivered to individuals and organizations. jTask is a Qualified Educational Provider (QEP) for the Association of Change Management Professionals (ACMP). His team leads the adoption, deployment, and support of jTask Pulse SaaS to US and Global companies. jTask Pulse SaaS accelerates Stakeholder Analysis, Change Impact Assessment and User mapping to Training & System Security, which reduces costs, increases the quality of the Change Management deliverables, and accelerates an organization’s business transformation. He began his career in banking at Lazard Brothers and Citibank. Roger is a founder of jTask, Inc. based in Palo Alto, CA. jTask, Inc., specializes in Change Management Consultancy, Software, and Training.
Roger Watson is jTask Pulse SaaS the lead architect.
He is also the lead instructor for jTask Certified Change Management Professional (CCMP) Training course delivered to individuals and organizations. jTask is a Qualified Educational Provider (QEP) for the Association of Change Management Professionals (ACMP).
His team leads the adoption, deployment, and support of jTask Pulse SaaS to US and Global companies. jTask Pulse SaaS accelerates Stakeholder Analysis, Change Impact Assessment and User mapping to Training & System Security, which reduces costs, increases the quality of the Change Management deliverables, and accelerates an organization’s business transformation.
He began his career in banking at Lazard Brothers and Citibank. Roger is a founder of jTask, Inc. based in Palo Alto, CA.
jTask, Inc., specializes in Change Management Consultancy, Software, and Training.
Mark McGregor is Head of Strategy at Signavio. A former Research Director at leading IT industry analysis firm Gartner, McGregor has an extensive background in enterprise architecture, business process management and change management, having held executive positions with a number of technology companies. 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”.
Aruna Ranganathan is the Director of Analytics and Automation at Mastercard. She has business and technical knowledge in many verticals including Financial, Manufacturing, Health Care and Insurance Industries obtained through 15 years in consulting and 4+ years at Mastercard. She is currently focusing on Intelligent Automation, Data Analytics and strategic deployment of services in Mastercard’s global shared services center. She has previously worked in Data Warehouse and Big Data technologies delivering medium to large implementation of business process and systems changes.
James Feldman is a globally recognized business advisor, mentor, innovation Sherpa, author, speaker, and serial entrepreneur, who has guided hundreds of companies and thousands of individuals around the world towards optimum performance levels. He advises companies on building strong customer-concentric, innovative organizations that deliver transformational growth to achieve goals, overcome challenges, and think ‘inside the box’ to solve problems.
The robust result of his real-world information is that attendees become more enlightened to influence their behavior and competitive differentiation. He delivers a strong, entertaining, thought-provoking presentation that will demonstrate 'shifts’ based on a series of interrelated actions with a focus on obsessive intimacy and attendee engagement.
James delivers proven real-world strategies that target and transform challenges into opportunities! It’s about how to think, not what to think. Leveraging extensive experience developing and implementing effective strategies to drive business improvements for both non-and for-profit organizations, h
Utilizing licensed movie and television scenes attendees will be simultaneously entertained and educated.
His presentation is applicable to brand development, hospitality innovation, business transformation, leadership development, creative problem solving, new business development, B2B/B2C marketing, innovative problem solving and strategic planning.
Throughout his executive career, he founded several performance improvement companies. He has been responsible for facilitating Toyota’s launch of new products, spearheading the introduction of breakfast at McDonald’s, raising $450M for the Y-ME Breast Cancer Organization, and improving Hewlett-Packards go-to-market strategies. James’ clients have included leading organizations such as AT&T, Carnival Cruise Lines, Apple, Verizon, US Department of Defense, Hyatt, Walt Disney, Ritz Carlton, Microsoft, MGM Casinos and Resorts, MGM, Walt Disney, American Dairy Association, Cremation Association of N.A. Ford, the March of Dimes, and the American Dental Association.
A highly respected Thought Leader he is the author of several books. They include "D-A-T-I-N-G Your Customer®," "Shift Happens!®", “Thriving on Change in Organizations” and “Celebrate Customer Service – Insider Secrets,” and has written for publications including Adweek, Advertising Age, Investors Business Daily, and Business Travel News. Named one of the Most Innovative People in the 21st Century by Incentive Magazine.
James has earned more professional certifications than almost any other speaker including Certified Speaking Professional (CSP), Certified Incentive and Travel Expert (CITE), Certified Professional of Incentive Marketing (CPIM), Certified Performance Technologist (CPT), Master Incentive Professional (MIP), Platform Certified Speaker (PCS), Certified Underwater Photography Instructor, Private Pilot, and Artisan Chocolatier.
Jacques Hamel CD is the Chief Digital Transformation Officer of Trisotech and an experienced executive with over 30 years of experience in leadership and business development. A retired Armoured Master Warrant Officer, he transitioned to business in 1998 developing his first start-up called Artifact Software Inc. a multimedia software developer based in Montreal, Quebec, Canada. He launched ModSim World Canada in 2008 with his partners CAE and Lockheed Martin to name but a few. For close to two decades, Jacques has been a driving force in learning, modeling and simulation in Canada. He has held senior positions with local business partners of both Caterpillar and Emerson in Canada. With Trisotech, he supports the Customer Success, Communications and Marketing teams.
Following a 13-year stint at IU Health where he last served as an administrative director of Perioperative Services, Brian Barrick joined Eskenazi Health in November of 2016 as director of Operational Excellence and Strategy. In his role at Eskenazi Health, Brian is responsible for driving and sustaining continuous improvement for the health system.
Brian completed his bachelor’s degree in organizational management and his master’s degree in health care administration at Ashford University in Minneapolis. Brian is currently pursuing a PhD in Industrial Organizational Psychology. Brian studied under Lean Sensei, who coached him on facilitation, use of lean methods and tools that are among the most powerful and effective ways to affect culture and manage change in organizations.
Brian started his career as an IT professional in the education industry. A friend who worked in human resources suggested he consider a job in healthcare IT. Once hired, Brian assisted IU Health in transitioning their medical records to an electronic medical records system.
While at IU Health, Barrick held positions in system information services, patient support services, continuous improvement and administration at IU Health Methodist Hospital, University Hospital and Riley Hospital for Children. Brian credits leadership at IU Health for believing in him and providing the opportunity to tackle new challenges on a regular basis. He’s thrilled to be afforded those same opportunities and more at Eskenazi Health.
Brian values hard work, integrity and a commitment to excellence. He sees reminders every day that Eskenazi Health’s mission embodies those values that are important to him.
Brian believes his greatest contribution during his tenure at Eskenazi Health will be developing a fully functioning team of improvement leaders that can work directly with frontline team members in daily problem solving. Brian believes the sustainability of the department and the program provide the biggest long-term value to the organization.
In his spare time, Brian likes to stay active and spend time outdoors. He relaxes by playing music at home and with others. Brian and his wife Gina have two children: son Gibson, 11, who loves animals and video games, and daughter Charlie, 7, who loves to sing and dance. The family has three dogs including a recently adopted Beagle, Rex, who loves to howl while walking the neighborhood.
As EVP and COO of Aflac U.S. and president of Aflac Group, Virgil is responsible for the day-to-day operating activities, performance goals and strategic initiatives of company headquarters in Columbus, Georgia, and Aflac Group in Columbia, South Carolina. He also oversees the customer experience with a team of 3,400 professionals.
He first joined the company in 2004 in the Policy Service department and earned promotions to positions of increasing responsibility including second vice president of Client Services, Policy Service and the Customer Service Center, and vice president of Client Services, Customer Assurance and Aflac’s Transformation Office. In 2015, Virgil was promoted to senior vice president of Internal Operations and later named chief administrative officer, head of Aflac Group. He was promoted to his current position in January 2018 and is responsible for the strategic leadership and overall direction of operations at Aflac Group as well as operations for Aflac U.S. of increasing responsibility. Virgil served as a U.S. Marine and is a veteran of Operation Desert Storm. He holds a master’s degree in business management from Wesleyan College and a bachelor’s degree in accounting from Georgia College. He also holds Six Sigma/PMP certifications from Villanova University.
He currently serves on the Board of Directors for the Palmetto Health Foundation, the Board of Trustees for Claflin University, the South Carolina State Chamber Board, the 2017 Group Insurance Executive Council, the Palmetto Business Forum and the Columbia Urban League. He is a former board member for the American Red Cross and the United Way Board of Trustees.
The Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES19) 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 senior-level executives across the entire business transformation & operational excellence ecosystem.
Speed and the ability to adapt to changing market conditions are a significant challenge for business. New technologies and innovation acceleration are disrupting all traditional industries and markets.
Half of all major corporations have disappeared or over the last 20 years. Start-ups no longer have major barriers to entry, computing powering is accelerating, and business models are being disrupted in just a few months, causing massive pressures on margins.
The threat of new competition (the #1 driver), rising customer expectations, expanding markets, and digitalization are the key drivers of change, and the driving force behind the ever increasing need for Operational Excellence, especially for end-to-end Business Transformation, and rapid and flexible solution offerings and execution. The rapid appearance of new business models adds fuel to increased customer expectations and requirements.
Every change in the market affects how a company operates and performs, often dramatically. And these days, it is difficult to respond to one disruption before being thrown off course by the next one. Advanced technologies, increasing digitization such as AI, Robotic Process Automation, Machine Learning, IOT, Cloud Computing, Big Data, Data Analytics, Advanced Robotics, 3D Printing, Mobile Applications are just some of the technology shifts.
These digitalization's bring a quantum leap in productively improvement, but consequently leaders have to rethink their operations end to end, incorporating digitalization activities along the whole value chain, e.g. use of big data in customer operations, or 3D printing technology in manufacturing. Teams will need to embrace a culture of operational excellence, reimagined operations every day, foster open communication and faster decision-making. Product development, procurement, supply chain management, production system design, and all manufacturing and services will need to be transformed. Operational Excellence professionals need to adapt and actively embrace all these new technologies and the new business models they create to ensure the organization is always at the cutting edge of execution excellence.
Whether its the need to keep up with new technologies, the pressures of implementing and sustaining a fully-fledged culture of Operational Excellence, or encouraging the allocation of resources and buy-in for Operational Excellence projects, it is clear that Operational Excellence practitioners are facing a period of incredible change and upheaval.
Exceptionally savvy companies manage these changes by developing end-to-end global operating strategies that enable profitable growth, that take charge of innovation execution and stay nimble enough to respond to the rapidly-changing conditions. Strategies that embrace and thrive on the power of technology to drive innovation.
Operational excellence is a key attribute of leading companies in any industry. Through the combination of the right business strategy, the right technology strategy, the right operating model, and the right execution path, companies ride out recessions more successfully and emerge from them more quickly, developing competitive advantage regardless of economic conditions.
The Business Transformation & Operational Excellence World Summit (BTOES18) will help you design and delivery value-oriented operational excellence transformations and takes an end-to-end approach to achieving excellence in execution.
You will gain measurable benefits that transcend cost cutting to deliver revenue growth through execution advantage and rigorous process execution across the enterprise to ensure certainty of outcomes.
BTOES19 seeks to understand the most crucial issues, priorities, and successes faced by Operational Excellence Practitioners and all the latest developments.Learn More
The ONLY event looking at end-to-end business transformation delivered by Operational Excellence to achieve business excellence throughout the organization.
The ONLY event to truly focus on the future of Operational Excellence. Businesses are going through a number of disruptive trends, where the demands of the organization are rapidly changing. This event will show you 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 dedicated tracks focussed on Operational Excellence, Business Transformation, Innovation Execution, Cultural Transformation, Customer Experience Excellence, & Strategy Execution.
The ONLY event to go into the right level of depth, sessions, and weighting within each track, where some tracks are effectively a stand-alone conference. e.g. Over 13 sessions dedicated to Cultural Transformation, 9 to Innovation Execution, 7 to the Impact of Digitalization, plus Technology Test Drives, 7 to Strategy Execution & 5 to Customer Experience Excellence. No other event goes into this level of depth on each key theme.
The ONLY event to build its agenda, and select innovative industry leading practitioners as speakers through 6 months of painstaking primary research. Ensuring our agenda is weight precisely to the key challenges and future trends the industry is facing right now.
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.
The ONLY event filled with over 95+ Practical How-To Case Studies, to take home and apply straight away to your organization.
The ONLY event on the market to bring together the whole Business Transformation & Operational Excellence ecosystem with more key best in breed organizations in more key industries, so you can take ideas from the very best.
The ONLY event to have no sales pitches in the agenda. Our event is full of the most progressive leadership-level practitioners, where there presentations are carefully vetted to focus on the how to, what to. Sales pitches are strictly forbidden.
The ONLY end-to-end Business Transformation & Operational Excellence event on the market bringing the whole value stream and ecosystem together to look at Innovation, Strategy, CX, Culture, Leadership & Agility to achieve top line growth.
The ONLY event with such depth of content per key theme and five parallel tracks to choose from.
The ONLY event with over 12 Industry Awards categories.
More parties, dinners, and get-togethers, all about making new industry friends, in the beautiful setting of the Loews Portofino Bay Hotel at Universal Orlando™
BTOES19 has been engineered to exceed expectations and create more engagement opportunties:
This event has been designed to provide create more meaningful conversations and commercial connections.
The summit will address some of the biggest challenges, which are:
What is Operational Excellence? It is important we define it.
Operational Excellence is the execution of the business strategy more consistently and reliably than the competition, with lower operational risk, lower operating costs, and increased revenues relative to its competitor. It is needed more than ever in today’s technology-driven rapidly changing business models, which require organizations to undergo an end-to-end business transformation. Operational Excellence can also be viewed as execution excellence.
Some of the key process methodologies used are Lean Thinking, Six Sigma, Hoshin Planning, Balanced Scorecard etc.
However, the focus of Operational Excellence goes beyond the traditional continuous improvement methods to a long-term change in organizational culture. Companies in pursuit of Operational Excellence do two things significantly different than other companies: they manage their business and operational processes systematically and invest in developing the right culture.
Operational Excellence manifests itself through integrated performance across revenue, cost, and risk. It focuses on meeting customer expectation through the continuous improvement of the operational processes and the culture of the organization. The goal is to develop one single, integrated enterprise level management system with the ideal flow. The second component, a culture of Operational Discipline, is commonly described as doing the right thing, the right way, every time. This culture is built upon guiding principles of integrity, questioning attitude, always problem-solving, daily continuous improvement mindset, level of knowledge, teamwork, and process driven.Learn More
The Business Transformation & Operational Excellence Awards will be given to the most outstanding individual & organizational achievements through the application of operational excellence methodologies.
The focus of this elite awards program is to demonstrate to the global business community and respective organizations CEO’s the real results achieved through the successful implementation of operational excellence.
The Largest Premier Cross-Industry Gathering of Business Transformation & Operational Excellence Industry Leaders & Senior-Executives.
The Business Transformation & Operational Excellence World Summit & Industry Awards is the industry's largest senior-level event that is driven by the huge industry demand for a large-scale, cross-industry, future-focused operational excellence event that is energizing, inspiring, and engaging.
This event is an entirely fresh experience that defines the ecosystem and is where the industry leaders gather to create the future.
It brings together the best and brightest individuals & organizations from across key sectors to engage, network, benchmark and discuss the key challenges and future trends within Operational Excellence, Lean, Six Sigma and Agile and its application & impact on Business Transformation, Innovation Execution, Agility, Customer Experience, Value Creation, Strategy and the very important challenges surrounding Leadership & Cultural Transformation.
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
Director, Army Distributed Learning, US Army
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
Great event. Very informative and eye opening to current issuesTNG Analyst, US Army
Operational Excellence Analyst, Newfield Exploration
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
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 practicesLean 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 eventsSVP, 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 ideasLead 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 learnedAltas 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 modelVP Six Sigma Business Excellence, Cigna Corporation
Leadership, Energetic, Engaging, Wonderful PresentationsSenior 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 excellentProject 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 circumstancesDriector 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
We do not offer any exhibit hall-only or partial attendance rates.
Please visit http://btoes.com/register