Business Transformation & Operational Excellence Summit & Industry Awards (BTOES)

The Premier Cross-Industry Gathering of Business Transformation & Operational Excellence Industry Leaders & Senior-Executives.


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The Business Transformation & Operational Excellence Awards have been established to showcase globally the most outstanding achievements and real results, which organisations achieve through the successful implementation of Business & Digital Transformation, Operational Excellence & Innovation Excellence programs. 


Just Some of Our Outstanding Speakers 

Anu George

Anu George

Chief Quality and Transformation Officer, Morningstar, Inc.

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES18)

Monday 12th March 2018 | 08:00 - 17:00 pm


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. 

Brou Gautier

Brou Gautier

Chief, USAF Improvement and Innovation Division, United States Air Force

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Wednesday 18th November 2020 | 13:30 - 15:30 pm


Brou Gautier serves as the Director of Continuous Process Improvement and Innovation (CPI2) and lead strategist for USAF Operational Excellence supporting the Deputy Undersecretary of the Air Force, Management and Deputy Chief Management Officer. In this capacity, MAJCOM/NAF commanders, CIOs, CTOs, Senior Executive Service members and government leaders rely on his counsel and leadership on lean policy and business strategies. 

Mr. Gautier is a Master Black Belt and private sector business owner with extensive experience in government and public sectors as both a leader and on-the-ground change agent. He developed tactics, techniques and procedures to improve command effectiveness, readiness & efficiency across a spectrum ranging from maximizing contract ROI and authoring enterprise IT architecture analysis to developing PMO governance support, business cases and root cause mitigation strategies for complex problems. He has presented leader and organization business transformation and deployment strategies for IQPC’s PEX LSS Summit, Shingo International, and multiple DoD CPI Symposia.

Mr. Gautier received a B.Sc. from the US Air Force Academy, a Master of Air Mobility degree from the Air Force Institute of Technology, and an MBA from Auburn University. 

Dr. Saul J. Berman

Dr. Saul J. Berman

Chief Strategist & VP of Digital Strategy, IBM, IBM Services

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Wednesday 18th November 2020 | 15:30 - 16:00 pm


Saul J. Berman, Ph.D. is Chief Strategist, Partner & Vice President of Digital Strategy for IBM Services.  Dr. Berman has more than 25 years of consulting experience advising senior management of large corporate and start-up organizations. He has directed engagements addressing issues of strategy, organization, and operations.

His clients have included most of the major global media companies as well as internet companies, telecommunication companies, consumer goods manufacturers, retailers and automotive companies. He is a frequent speaker to industry and strategic planning organizations such as the World Economic Forum, MIPCOM, Consumer Electronics Association, McGraw Hill Media Summit, the National Association of Broadcasters, Online Publishers Association and Digital Hollywood. 

Jennifer Ford

Jennifer Ford

Director of Product Effectiveness, The United States Department of Veterans Affairs

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES)

Wednesday 18th October 2023 | 09:45 - 10:15 am


Jennifer Ford, Director of Product Effectiveness at Veteran's Health Administration, possesses nearly two decades of health care experience. Ms. Ford optimizes health care investments by producing evidenced-based assessments to maximize the intended value for America's largest integrated health care system, providing care at 1,255 health care facilities and serving 9 million enrolled Veterans each year.

Enhancing health care performance through a whole systems approach entails the expertise to improve patient care delivery and experience for the demonstration of positive patient outcomes while remaining cost effective. Ms. Ford deploys proven methodologies tailored to the health care industry to extract and maximize value throughout the health care continuum. She specializes in high reliability organizations, access to care, whole health and health IT programs which supports the mission of VA's healthcare model. Director Ford ensures that health care organizations learn and adopt the products and programs in which they invest to achieve the expected valuation, while maintaining a culture of quality improvement and patient safety.

Jennifer Ford is a published author and a frequent speaker at national and international conferences. Ms. Ford is a frequent contributor to congressional inquiries and data requests. In addition to her work at VHA, she is an adjunct professor at both Georgetown University and George Washington University. Director Ford is a graduate of American University and holds an MBA from George Mason University. Jennifer Ford has earned a Project Management Professional (PMP) designation and is a Whole Health Coach.

Dr. William Maples

Dr. William Maples

President and CEO, The Institute for Healthcare Excellence

iBPM Live - A Virtual Conference

Wednesday 19th April 2023 | 11:00 - 11:45 am


William J. Maples, M.D. - Dr. Maples is the founder, president, and chief executive officer of the Institute for Healthcare Excellence, a national organization supporting care redesign and cultural transformation in delivery systems across the United States. 

Dr. Maples earned his undergraduate, Masters in Oncology, and medical degrees at the University of Wisconsin - Madison. He completed his residency and fellowship in Medical Oncology at the Mayo Graduate School of Medicine. Dr. Maples practiced Medical Oncology for 25 years at Mayo Clinic and helped lead the Mayo Clinic quality, safety, and experience journey.

He then served as Senior Vice President and Chief Quality Officer at Mission Health in Asheville, North Carolina where he helped Mission Health navigate cultural transformation and become a leading healthcare organization recognized for its impeccable quality and safety. Dr. Maples more recently served as Chief Medical Officer of Professional Research Consultants, Inc. Dr. Maples is an Associate Professor Emeritus of Oncology at the Mayo College of Medicine and a Clinical Professor at Brooks College of Health at the University of North Florida in Jacksonville.

Dr. Karen Tilstra

Dr. Karen Tilstra

Co- Founder, Creativity Effect

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Tuesday 17th November 2020 | 08:00 - 17:00 pm



Dr. Karen Tilstra, Ph.D., believes everyone is creative with leadership potential. She thinks the world would be happier if everyone embraced this truth. Until that happens, she wants to help anyone who’s interested develop their inner wellspring of creativity.

Karen co-founded the award-winning AdventHealth Innovation Lab (priorly knows as FHIL), co-created the Orlando Magic’s Innovation Lab, and helped launch the San Diego State U Idea Lab. She co-designed one of the nation’s first undergraduate degrees in Innovation and Social Entrepreneurship at Rollins College.

Karen has designed innovation labs and developed design thinking teams at Santa Clara University, Pioneers International Institute, Seminole County Health Department, and Orange County. Over the last ten years, Karen and her team have facilitated over 610 Design Thinking projects for healthcare, government, universities, and Fortune 100 companies. Karen and her team have earned three innovation awards.

Karen has presented both nationally and internationally and has taught at the university level in both the US and Asia. She currently serves as an adjunct professor at AdventHealth University, and a visiting professor for Rollins College.

Karen holds a Ph.D. in Innovation and is a licensed Educational Psychologist. She holds an MA in Counseling Psychology and a BS in Journalism. She currently serves as the Executive Fellow for Innovation at the University of Santa Clara.


Andy Tilstra

Andy Tilstra

Chief Information Officer, Creativity Effect

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Tuesday 17th November 2020 | 08:00 - 17:00 pm



Andy Tilstra, co-founder of Creativity Effect, is by nature is a collaborator, innovator, who’s always up for a ’safe' risk. Andy has five years experience facilitating design thinking projects in healthcare, government and universities. Andy also has extensive experience in launching and leading innovation projects for the AdventHealth Innovation Lab.  

Andy is the co-author of the Orchard Model of Innovation and is currently rolling it out for both government and university sectors. Andy earned a master’s degree in Social Sciences from the University of Chicago graduating in 2019, with his thesis focusing on power dynamics of public space in downtown Chicago. Currently Andy is an adjunct professor at AdventHealth University, and is co-writing a design thinking curriculum with Dr. Karen for Rollins College Currently Andy co-hosts a podcasts. 


Jennifer Krippner

Jennifer Krippner

Chief Experience Officer , The Institute for Healthcare Excellence

iBPM Live - A Virtual Conference

Wednesday 19th April 2023 | 11:00 - 11:45 am


Jennifer is a fierce advocate for connecting things, concepts and people, seen and unseen, that positively move the patient experience forward. Before joining The Institute for Healthcare Excellence in 2016,  her obsession with the voice of the patient and family helped several health systems in Minnesota achieve and sustain remarkable patient experience performance. Jennifer also worked to help organizations generate revenue, inspire engagement and drive positivechange.

Jennifer, often described as a social chemist, believes that kindness and thoughtfulness is a key ingredient for creating meaningful relationships while still being focused on generating growth and loyalty for the organization. Her ability to lead, inspire, manage and mentor employees, providers and community made her a perfect fit for Chief Experience Officer at the Institute for Healthcare Excellence.   While Jennifer takes great pride in her work, her true north remains her family, friends and relationships she develops. A graduate of the College of St. Benedict, she holds a bachelor’s degree in Liberal Studies/Communications.

Rameshwar Balanagu

Rameshwar Balanagu

Head of Digital Automation | Enterprise Architecture, Avaya

Digital Transformation Excellence World Summit (BTOES DIGITAL)

Thursday 16th December 2021 | 10:00 - 10:30 am


Rameshwar is the Head of Digital Automation @ Avaya. He is an International speaker and blogger on Digital Transformation, Enterprise Architecture & Automation.

He has partnered with the likes of CTO.Academy to Launch the next Generation Enterprise podcast to groom future leaders. He runs the 3rd largest Automation meetup group in the U.S.A known as DFWRPA which runs on the 2nd  Wednesday of every month and covers a wide range of topics dealing from Quantum to Cybersecurity .

He is an advisor at various startup’s focused on Blockchain & E-Sports

Dr Marlene Kolodziej

Dr Marlene Kolodziej

Vice President, Centralized Services, Ricoh USA Inc

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Wednesday 18th November 2020 | 12:00 - 13:30 pm


Dr. Marlene Kolodziej is a recognized leader in the development and implementation of customer-focused transformative technology and support solutions, with over three decades of experience in end-user, infrastructure, network, data center, programming/development, and applications experience. Formerly the Assistant Vice President of End User Services for Northwell Health, Marlene has recently taken over as Vece President Cetralized Services for Ricoh USA.

Dr. Kolodziej has broad industry experience, including chemical, publishing, finance, data retention and storage, and healthcare, with a focus on leading and directing global technology and business teams to implement innovative client support solutions that increase standardization, strengthen the organization, and decrease maintenance costs. She has provided strategic worldwide client support services, call center, operations, disaster recovery, and infrastructure management, with a focus on driving operational excellence to ensure that service levels and performance are met or exceeded.

Dr. Kolodziej holds a Bachelor’s degree in Information Sciences, and has both her Masters and her Doctorate in Business Administration.

Travis Hahler

Travis Hahler

Global Change and Culture Lead, Google Cloud

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Wednesday 18th November 2020 | 12:00 - 13:30 pm


Travis is an expert in change management, organizational effectiveness, and business transformation. With +10 years of experience helping Fortune 100 companies from varying industries and across the globe go through large, strategic organizational changes, Travis brings this expertise to Google's customers and partners as the Americas Change and Culture Lead. Travis holds a Bachelor's Degree in Psychology with an emphasis in consumer behavior, business management, and neuropsychology and a Master of Business Administration with an emphasis in management, organizational behavior and theory, and accounting. Travis' education is also comprised of several notable experiences including time studying neuropsychology and neuroscience at Harvard University and performing neurology research on cognitive functioning at Aalborg University in Aalborg, Denmark.

Masimiliano Delsante

Masimiliano Delsante

CEO, myInvenio

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Wednesday 18th November 2020 | 14:15 - 15:15 pm


In my career, I've been a methodology consultant, an application architect, an IT
researcher, and a founder and CEO of two IT organizations, OT Consulting and Cognitive
Technology. I’ve spent a significant part of my life in the Business Process Management, Application Lifecycle Management & Enterprise Application Architecture arenas. Recently I’ve been serving as CEO in OT Consulting, and since 2013 I've been dedicated to the Startup of Cognitive Technology, house of the myInvenio product. In this role, I’ve met engaging research challenges like Process Intelligence, Process Mining, Automated Business Process Discovery, Social Network Analysis, and Advanced Analytics. I am passionate about my family, my company, friends, sailing, and skiing.

Cliff Tironi

Cliff Tironi

Executive Vice President - Strategic Accounts, Thinaer

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Wednesday 18th November 2020 | 12:00 - 13:30 pm


Cliff Tironi is Executive Vice President - Strategic Accounts. Thinaer is an IoT platform that integrates actionable data from highly-calibrated sensors and real-time employee and client feedback to give their clients unparalleled insight into their operations, predictive analytics to see the future, and consultative business process redesign to get improved results. (

Prior to working with Thinaer, Cliff was the Manager of Performance Analytics at the Fox School of Business at Temple University.  At Fox, Cliff was the chief architect and co-creator of RoadMap™, a Microsoft-supported tool for students to visualize their progress on competencies across courses. 

Cliff understands the challenges of harnessing never-ending data—and the need to leverage it in imaginative yet impactful ways.  He regularly conducts data visualizations workshops to business professionals across all industries, coaching others to embrace a humanized mindset as a means to making data more relatable and, most importantly, actionable. 


Fluent in Spanish, Cliff earned his M.B.A. from Arcadia University and his B.S. in Marketing from Siena College. 

Shane Yount

Shane Yount

President, Competitive Solutions, Inc. (CSI)

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Wednesday 18th November 2020 | 12:00 - 13:30 pm


Shane A. Yount is a nationally recognized thought leader, author, and President of Competitive Solutions, Inc. (CSI), an international Business Transformation consulting firm which pioneered the acclaimed organizational development system known as Process Based Leadership® - A business transformation methodology designed to create a sustainable culture of clarity,connectivity, and consistency through the use of Non-Negotiable Business Processes.

Since 1991 he has led the offices of CSI in becoming one of the nation’s most recognized Business Transformation consulting firms, personally working with such organizations as Michelin, Genentech, Pfizer, Lockheed Martin, the Department of Defense, and many others.

Adam Lawrence

Adam Lawrence

Managing Partner, Process Improvement Partners LLC

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Tuesday 17th November 2020 | 10:30 - 12:00 pm


Adam Lawrence is the Managing Partner of Process Improvement Partners, LLC. Adam has 30+ years of experience in process improvement activities, targeted at manufacturing and business processes. Having facilitated 250+ Kaizen events in multiple industries around the world, Adam aligns with leadership, engages teams, and creates sustainable results. 

Adam has mastered the use of many different process improvement methodologies over his career, allowing him to identify the best strategy for each organization’s goals and objectives. Adam develops sessions that are fun, engaging, and laser-focused on helping teams win.

Married to his wonderful wife for over 28 years, Peggy, together they have one son (who is also the business’s IT department). Growing up in the Washington DC area, Adam received his BS in Industrial Engineering from Virginia Tech and is mostly a self-taught Lean practitioner, with certifications from the University of Michigan. He enjoys time with family and friends, loud music, traveling, the many great clients he has worked with (his extended family), and his many business adventures.

Hao Dinh

Hao Dinh

Director Global Digital Industrial Operations, Electrolux

Digital Transformation Excellence World Summit (BTOES DIGITAL)

Thursday 16th December 2021 | 11:30 - 12:00 pm


For two decades, Hao has led digital transformation initiatives for IBM, Unilever, GE, Ford, GM & collaborated with IDEO & the Aspen Institute to drive social innovations.

Also, he’s successfully started two non-profits that partner with the education systems in the United States and China to nurture the next generation of innovators. Lastly, to strengthen his physical, mental & spiritual self, Hao recently completed a US Navy Seals training program.

Dr. Elhanen (Eli) Abramov

Dr. Elhanen (Eli) Abramov

Executive Advisor and Director (ex EVP Global Operations in ADAMA), ADAMA Agricultural Solutions Ltd.

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Wednesday 18th November 2020 | 13:30 - 15:30 pm


Dr. Abramov has an internal drive to improve things around him. Throughout his career, he has developed and implemented processes to improve organizations and operations and their effectiveness by leading significant changes.

Dr. Abramov joined Adama in 2012 as Executive VP for Global Operations. ADAMA Agricultural Solutions Ltd. is one of the world's leading crop protection companies, with a revenue of ~4 B$.

A large part of Eli’s role at Adama has been to deliver on the company purpose of "Creating Simplicity in Agriculture” through operations. 

During the 6 years, under Eli’s leadership as an Executive VP for Global Operations, Adama has become the best in class within its Industry on all aspects of Supply Chain and Inventory management. In addition, the Operations team have managed to drastically reduce the cost of goods which reflects in huge improvement on all aspects of the business performances.

Before Joining Adama, from 2009 to 2012, Dr. Abramov has served as CEO of Baran Group, the largest and leading Engineering and project management Group in Israel. The Group serves many different industries (Chemical and Petrochemical, Energy, Water, Infrastructures, Telecom and more). 

Dr. Abramov holds a Ph.D. (Summa cum Laude) in Materials Science and Engineering, 

Ben- Gurion University of the Negev.

Eli is also a member of the Executive Board of the Israeli Manufacturing Association and serves as the Head of the biggest Union within the association responsible for the Chemical, Pharmaceutical and Environmental Industries

On a more personal note, Eli is a strong proponent of giving back to the community, and serves as Chairman of the Executive Committee for the Sami Shamoon College for Engineering.


Brian Kedzior

Brian Kedzior

Former Sr. Director, Organizational Development and Change Management, Walgreen

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Wednesday 18th November 2020 | 08:30 - 09:00 am


Brian Kedzior gets inspired by change (it’s strange … he knows this) and his current mission is to make business more HUMAN.

As Senior Director of Organizational Development at Walgreens, Brian and his team worked directly with leaders at America’s largest retail pharmacy to develop the critical business capabilities they need to achieve their goals and inspire people to achieve more than they ever thought was possible.

Brian’s career has spanned public relations, insurance, financial services and even time as a consultant. He speaks at events across North America on leadership and transformation, and is a certified, trained ninja (ok, that last part is made up).    

Dr. Keith Clinkscales

Dr. Keith Clinkscales

Director Strategic Planning & Performance Management, BOCC-Palm Beach County

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Tuesday 17th November 2020 | 08:30 - 10:00 am


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.

Rob Stewart

Rob Stewart

CEO, OpusWorks (by The Quality Group)

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES18)

Tuesday 13th March 2018 | 13:00 - 14:30 pm


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.

Steve Waszak

Steve Waszak

VP Operational Excellence, Greene Group Industries

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Tuesday 17th November 2020 | 14:30 - 16:00 pm


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.

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.

Marcus Gropp

Marcus Gropp

Managing Director & Head of Digital Transformation, Klöckner Shared Services GmbH

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Wednesday 18th November 2020 | 12:00 - 13:30 pm


Marcus has been working at Klöckner since February 2019. The Digital Transformation Department is a Shared Service Center and offers Solutions and Servicesfor Logistics, Operations, eCommerce, CRM, Procurement and Process Management.

Main business fields are optimization of Logistiscs and Operations, strengthen Digitalization and drive process automatization within the value chain. Marcus holds a Diploma in Business Adminsitration from the Catholic University of Eichstaett-Ingolstadt.

Before he joined Klöckner he was Managing Director for eCommerce Solutions at FIEGE Logistics and the Westphalia Datalab in Müster. Marcus started his career after University at Arvato AG in the CRM Solutions Unit. Main interests of Marcus are Photography, Sketching, Cross-Fit, Arts and Architecture.

Andrae Kirkland

Andrae Kirkland

Sr. Program Manager - Platform Health Operations, Twitter

Process Mining Live - A Virtual Conference

Wednesday 5th April 2023 | 10:00 - 10:45 am


Andrae Kirkland is an ASQ Certified Lean Six Sigma Black Belt who has led transformative initiatives for NASA, Nike, and Anheuser-Busch InBev. In his current role as a Sr. Program Manager at Twitter, Andrae pairs his continuous improvement expertise with next-level technologies to develop innovative solutions to combat some of the most pressing challenges that exist today - content integrity and data protection.

Michael Muilenburg

Michael Muilenburg

Director, Operational Technology and Strategic Planning, 3M

Digital Transformation Excellence World Summit (BTOES DIGITAL)

Wednesday 15th December 2021 | 16:00 - 16:30 pm


Michael Muilenburg is the Director of Operational Technology at 3M in the Engineering, Materials, and Process Technology Organization.

  • During his 35+ year career at 3M, he has worked in manufacturing
    operations, process development, product development, Lean Six Sigma
    and supply chain. 
  • He holds a bachelor's degree in Chemical Engineering from the University
    of Nebraska-Lincoln and masters degrees in Manufacturing Engineering
    from Northwestern University, and Polymer Engineering from Stevens Institute
    of Technology. He has also completed a masters certificate from the Shingo
    Institute at the Huntsman School of Business at Utah State University.
  • Outside of his operational excellence career, He is an avid musician who
    plays guitar, bass, mandolin, bouzouki and other instruments. He is the
    sole proprietor of Sheridan Avenue Music, a recording studio and music
    lesson business.
Oliver Maeckel

Oliver Maeckel

Partner & Vice President, Siemens AG

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Wednesday 18th November 2020 | 16:00 - 16:30 pm


Oliver Maeckel is Partner / Vice President at Siemens Advanta Consulting. He has been with Siemens AG since 1997. The focus of his current work is, in particular, the digitization of project business processes and the optimization of the development and delivery of "first-of-its-kind" large-scale projects. Over the last years, he and his team were able to decrease risks and to speed up project business processes in the pre-sale, sales and execution phase using digital technology.

José Pires

José Pires

CEO, Global Excellence & Innovation, Innovation & Excellence

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES18)

Wednesday 14th March 2018 | 20:30 - 21:15 pm


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.

Tony Benedict

Tony Benedict

President, Omicron Partners

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Wednesday 18th November 2020 | 14:15 - 15:15 pm


Tony is a Senior Operations Executive with over 2 decades of experience guiding global growth and transformation initiatives, realizing game-changing process improvements, cost efficiencies, and securing a meaningful competitive edge within the Healthcare, Pharmaceutical and High-Tech industries. He is currently President, Director, Board of Directors of the Association of Business Process Management Professionals and Partner, Omicron Partners, a strategy and operations advisory firm.

Philip Payne

Philip Payne

NA Managing Partner, IBM Services, IBM Services

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Tuesday 17th November 2020 | 10:30 - 12:00 pm


Philip has 20+ years of experience in consulting, and currently leads IBM’s Digital Strategy practice in North America. His primary focus is on large digital transformation programs using existing, new, and emerging technologies to develop and deliver strategies that accelerate revenue growth and value capture.

Philip has served clients across a range of industries –Retail, Consumer Products, Tech/Telco, Travel, B2B Distribution, Financial Services. He has also advised institutional investors on investment strategies related to digital shifts.

John R. Davis

John R. Davis

President, Founding Partner, AdaptOne

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Wednesday 18th November 2020 | 12:00 - 13:30 pm


As president and founding partner of AdaptOne, John is responsible for executing the company’s strategic solution direction while staying true to its mission of being the most adaptable enterprises supplier centric procurement platform in the marketplace. 

His passion for technology as an enabling force behind mission-critical business process optimization spans his entire 25+ year career. Growing up in a military family he cultured at an early age that flexibility, humility and passion were characteristics that would drive his inspiration .  After receiving a degree in Computer Engineering from Auburn University, he quickly joined GTE focused on the design of command and control systems for the U.S. Air Force. 

As his passion for applying leading-edge technologies to transform business outcomes flourished, John began consulting with leading Fortune 500 companies across various industries including telecommunications, government, IT and transportation.  For over a decade, he’s led many transformation initiatives that sought the use of nimble technologies and best practice business process optimization to develop solutions that provide organizations with enterprise transparency and competitive differentiation.


James Feldman

James Feldman

The Bright Idea Guy, Shift Happens

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Tuesday 17th November 2020 | 08:30 - 10:00 am


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.

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Why Attend?

The Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES) 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. 

  • CEOs, COOs CSOs, CIOs, CAOs, CMOs, CFOs, CLOs, Chief Excellence Officers
  • Heads of / SVP & VP Global Operations, Global Operational Excellence Leader
  • Global Heads, Heads of, EVPs, SVPs, VPs, Directors of Business Excellence, Business Transformation, Innovation Excellence, Innovation Deployment Value Creation, Productivity, Operational Excellence, Continuous Improvement, Process Excellence, OpEx, Process Engineering, Strategy Execution, Change Management, Customer Experience, Lean Enterprise, Capability Excellence, Process Optimization & Process Management.
  • VPs of Global Operational Excellence, Global Continuous Improvement, Process Analysis, Enterprise Risk Management, Global Production & Logistics, Lean & Six Sigma, Operational Excellence & Productivity, Business Process Management.
  • Business Process Management Champions, BPM Project Leaders. 
  • Lean Six Sigma Deployment Leaders / Champions / Lean Six Sigma Master Black Belts
  • Directors of Operations, Process Re-Engineering, Productivity, BPM, Lean Six Sigma, Continuous Improvement, Business Reengineering, Performance Excellence, Operational Excellence, Process Analysis, Manufacturing Excellence, Productivity, Software Process Improvement
  • From across all industries, including Manufacturing, Hospitals, Healthcare, Medical Devices, Automotive & Transportation, Banking, Capital Markets & Insurance, Consumer Products & Retail, Pharmaceuticals & Life Sciences, Government, Armed Forces & Public Sector, Mining & Metals, Oil & Gas, Power & Utilities, Real Estate, Hospitality & Construction, Technology, and Communications.
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Why is BTOES the “must attend” event for senior Excellence and Transformation Strategists?

  • Hear from the best selection of senior level Operational Excellence and Business Transformation Leaders from the world’s biggest, most advanced companies 

  • Gain insights from the fastest growing, most agile, most innovative organisations into how they are achieving unprecedented levels of excellence

  • Benchmark against the best in class across all major industries 

  • Get to grips with the evolving role of Operational Excellence as part of a strategic tool kit for managing change

  • Uncover cutting edge solutions, forge winning partnerships and grow your network

  • More discussion sessions, networking opportunities and interactivity


What makes the event truly unique?

  • The ONLY event to meaningfully address strategic BT and OE challenges in the context of the bigger picture trends and global industry movements transforming the way we do business

  • The ONLY event to actually act on your feedback - More networking, more interaction, more case studies

  • The ONLY event to build its agenda through 6 months of painstaking primary research with select innovative industry leading practitioners, ensuring our content is weighted precisely to the most pressing industry challenges and future trends

  • Unrivalled levels of speaker content scrutiny to deliver the best content of any event in this space and put our foot down on NO SALES PITCHES

  • The event with the best spread of industry expertise, allowing you to learn from parallel sector expertise and benchmark with the best in class

  • 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.

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What is the rationale behind BTOES? 

Managing the rate of Change in Industry 4.0

While the fourth industrial revolution has brought about unprecedented opportunities to drive value creation through data-led, intelligent machine-supported operational excellence; the comprehensive transformation needed to realise this potential brings with it a great deal of uncertainty, risk and complexity. 

Rapid technological change has democratised innovation. While smaller, more agile companies disrupt traditional industries, large organisations with ingrained multi-layered legacy systems, processes, practices and cultures are having to reassess how to bring their clout and experience to bear in ever-changing business environments. Business as usual is simply not an option, and the ability to effectively transform and continuously improve is fundamental to survival and growth.

We are working towards:

  • Increasing agility to manage constant rapid change

  • Gaining enterprise wide visibility on systems, processes and culture

  • Prioritising change and managing resources

  • How to apply lessons from smaller, innovative, more agile companies

Holistic data-led, customer value centric approach 

The modern customer is better connected, better informed and more vocal than ever before; they have far less reliance on brands to provide them with the information they need to make purchasing decisions. Seamless interactions across all touch-points is the new baseline for customer experience excellence. Whether consumer facing or not, the creation of customer value needs to be at the heart of strategic development for all businesses. The systems, processes and culture that support the development and delivery of customer value are of equal importance to success.

We are working towards:

  • Understanding changing customer demand and segmentation 

  • How to align E2E transformation with customer value creation

  • Instilling a customer focused culture in non-customer facing business units

  • Minimising risk of reputational damage and harnessing the power of customer advocacy

The evolution of company culture in line with the future of work 

As ever, cultural challenges remain the most significant barrier to operational excellence and transformation success. The way we work is evolving: Mundane and repetitive tasks are increasingly automated, the need to work on-site is diminishing and traditional working siloes are being deconstructed. To overcome resistance to changes in working practices, tools and environments, you need to provide transparency and clarity around change and create consistent agency and accountability at all levels of the business.

A culture of innovation is needed to harness the value that exists throughout the organisation. A culture of continuous improvement is needed to inspire and manage positive change. A culture of empathy and inclusion is needed to improve wellbeing and performance. A balance between standardization and diversity needs to be struck to get the best out of the people who embody the identity and values of your organisation. 

We are working towards:

  • Hiring and retaining employees with the relevant skills 

  • Developing effective cultural change KPIs and metrics

  • Strategies for effective communication and engagement

  • Understanding future of work trends 

Developing the leadership needed to support sustainable change and continuous improvement  

One of the things that successful transformation and excellence initiatives have in common is consistent, ongoing,  involvement from senior leadership. Meaningful and lasting change can only happen if the people in your organisation are aligned behind a strategic vision. Gaining an enterprise wide view of change initiatives under strong leadership to prioritise resources is an extremely complex challenge.

Operational Excellence and Transformation leaders feel frustrated in many cases by the lack of sufficient top-down involvement and support for their initiatives, and their own efforts are often frustrated by a personal lack of strategic vision and enterprise-wide view of resources and priorities. Communication between C-level executives and change leaders needs to be improved to bridge the gap. 

We are working towards:

  • Techniques for getting meaningful C-level buy-in for change

  • Competency gaps 

  • Leadership development program management

  • How to develop an enterprise level strategic view as a change leader

  • How to overcome project inertia and change saturation

Identifying and prioritising RPA and AI opportunities and other Industry 4.0 Technology

Data has been described as the oil of the modern age; the effective capture, analysis and application of data is the fuel that drives successful operations in all companies. There is nothing “magical” about AI or RPA. They simply provide the opportunity to capture, analyse and use that data on a larger scale, more precisely and more efficiently. The implications for efficiency, cost-reduction and personalisation are enormous. 

A pressing challenge for many organisations is identifying the right opportunities and prioritising investment in RPA transformation. Operational excellence methodologies are an indispensable tool in paving the way for implementation and managing the necessary change. The scale of change, cultural impediments and technical integration challenges are added to by the intrinsic uncertainty that comes with the adoption of any rapidly developing technology. 

We are working towards:

  • Developing a business case and demonstrating ROI

  • Risk mitigation 

  • Integration of new technology into existing processes and systems  

  • Overcoming cultural resistance to adoption of new technology

  • Making the right decisions, at the right time for the right reasons 

Ensuring the future of your organisation as a key element of value-creation ecosystems

Traditional, inward looking innovation organisations working on long-term product and service development cycles are no longer sufficient in their own right to meet the demands of today’s markets. Fast-paced, agile innovation needs to run in parallel with longer-term innovation and be strategically aligned. Further to this, the scope of value-creation needs to be broadened to develop new business models and diversification strategies, particularly in sectors like energy, transport and financial services where traditional business models have already been in part superseded by those more in tune with customer demand and technological advances. 

It isn’t enough for corporations to be reactive to disruption; they must become an indispensable element of a value-creating ecosystem defining the future of their industries. Many companies are increasingly looking outward to meet demand through partnership, acquisition and investment in small, high-potential start-ups. For companies large and small, defining their role in a value-creating ecosystem will be key to shaping their future.  

We are working towards:

  • Maintaining relevance to survive and thrive

  • Business model innovation and diversification strategy

  • M&A integration strategy

  • Incubator and accelerator investment and partnership strategy

What are the hottest new areas of focus on this year’s agenda?

Scaling Excellence and Agility

As disruptive business models, technology and organisations have matured and entered the mainstream, there is an ever growing demand to bottle the essence that made rapid success possible and apply it to operations at scale. This track will provide focus on scaling excellence and agility from a joint perspective of traditional industry giants and rapidly growing newer entrants. How do we maintain the agility that lies at the heart of rapid growth organisations as they continue to expand and scale up operations and put scalability at the heart of Operational Excellence strategy?

How Environmental Sustainability is fast becoming a leading driver of transformation

Climate change presents an existential threat to mankind, and environmental sustainability will be an increasing driver of change both through consumer demand and regulation. The winners will be organisations who embrace change and the opportunities presented by moving ahead of the curve. This is an emerging focus of great importance and will become a future segment of increasing weight year on year. We are giving leaders in this space a forum to be at the heart of developing a strategic approach to accelerating change both within their organisations and wider sectors. 

Moving the needle from awareness to action in correcting gender inequality

Thanks to the tireless work of many inspirational leaders, we have reached a point where there is unprecedented awareness of inequality in the workplace. The damaging effects of the gender pay gap, under-representation of women in leadership roles, unconscious bias at all levels of business are now starting to get the attention they deserve. We will be highlighting some of the real world strategies that can be deployed to take the next steps in your organisation and providing an environment in which to innovate new initiatives, grow collaborative partnerships, formulate KPIs and develop training techniques to help move the needle from talk to action. 

Addressing supply chain transparency and compliance 

There is increasing regulatory and customer demands on organisations to provide supply chain transparency. Managing these risks is a growing area of focus, particularly for large organisations with global operations. Distributed ledger technology (Blockchain) has provided an opportunity for incorruptible traceability of transactions at all stages of the supply chain which is a game-changer for supply chain excellence. What do you need to do to take advantage of the opportunities available? 

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Operational Excellence 

  • Excellence & Innovation Acceleration: Unleashing the Power of Great People and Organization

  • Deploying Toyota Kata to Enable CI Culture Development 

  • Standardized Work Implementation

  • Leveraging Vendors to Drive Global Scale

  • Enabling Supply Chain Excellence with Blockchain and the IoT

  • Accelerating Project Execution using the Scaled Agile Framework and Total Business Management

  • The Evolving role of Operational Excellence in Industry 4.0

  • The Approach to Human Manipulation: The Intersection of Psychology, Six Sigma and Change Management


Business Transformation 

  • The Secrets to Large-Scale Business Transformation Success

  • Enabling Value-driven Transformation with People, Process and Technology Aligned Behind Organisational Culture

  • Defining your Identity as part of a Value-creating Ecosystem

  • Identify and Prioritize Transformation Opportunities

  • Process Controls Digital Transformation

  • Aligning Business Transformation with the Future of Work

  • Managing Large-scale E2E Supply chain Transformation

  • Systems Thinking & Approach:  The Enterprise Operating System for the Concept to Cash Value Stream

  • Agile Transformation in a regulated environment

  • Enabling and Delivering Operational Excellence (OE) Through Management System (OEMS) and Operational Discipline (OD)  Deliverables

  • World Class Manufacturing Transformation

  • Managing Disruption to Industry Supply Chains


Culture Transformation 

  • Mastering Change Management & Cultural Transformation 

  • The Recipe for Sustainable Organizational Productivity

  • Culture Transformation KPI and Metrics Development

  • The Neuroscience of Change and How to Make it Stick

  • Developing an Action-oriented Mindset and Positive Culture to Drive Transformation 

  • Approaching Operational Excellence Culture – The Systematic Way

  • The Underestimated Value of Empathy in Sustainable Business Change

  • Elevating Quality Culture & Quality Competencies for a Global Workforce

  • Using E2E Customer Value and E2E Process to Drive Culture Change

  • Supercharge Your Culture

  • Why is Sustaining the Effects of Operational Excellence Programs so Difficult?


Innovation Excellence 

  • From the Disrupted to the Disrupter - Leveraging your Business Value to Become an Indispensable Agent of Change

  • The Importance of Enduring Technology Partnerships to Future Success

  • Design Thinking to Empower Industry 4.0 Leadership 

  • Sowing the Seeds of an Enduring Innovation Partnership Strategy

  • Innovating culture! - Is it possible to unlock the intrapreneurial spirit within a big traditional multinational corporation?

  • Harnessing IoT Innovation to Transform

  • Inspiring Innovation Enterprise Wide

  • Designing a Roadmap to Optimize Short-term and Long-term Innovation


Technology Excellence 

  • Applying Lean Six Sigma to Big Data Analytics

  • Introducing the Digital Workforce of the Future - RPA Change Management Program

  • Realising the Benefits of CMMI 2.0

  • Innovation and Digital in the Future Supply Chain 

  • API and Open Architecture Development

  • Exploring the role of Organizational Competencies in Information Technology Outsourcing

  • Enabling AI Project Initiatives with Agile Development

  • Digitalization: How to move from hype to Generation of Business Return

  • Digital Workforce Demand Management


Customer Excellence 

  • Bringing your Customer to the Center of Operational Transformation and Intelligent Automation Adoption

  • Connecting Customer Service to the Business Transformation Value Stream 

  • Managing Industry Change in line with ACES Mobility Trends

  • Building Data-Privacy Compliance into your Customer Experience Excellence Programs

  • Leveraging Customer Journeys to Create end-to-end Value


Leadership Excellence 

  • Introducing the Digital Workforce of the Future with an Automation Change Management Program

  • Leader as Coach – A Lean Approach to Creating a Coaching Culture

  • Lean Transformation of Training and Skills Development 

  • The Impact of Leadership Choices During Times of Transformation

  • From Change Sponsors to Agents of Change - Leading a Re-imagined People-first Transformation 

  • Assessment as an Accelerant to Operational Excellence

  • Developing Frameworks to Inspire and Support Continuous Improvement Champions, Attract and Retain Talent


Scaling Excellence and Agility

  • Cutting Through the Noise - How can you use AI to Drive Transformation and Operational Excellence now?

  • Operational Excellence, a Value-based Systems Approach at Scale

  • Reinvigorating the Lean Approach with a Scalable Pilot Approach

  • Best Practice from a Comprehensive Continuous Quality Improvement Program in times of rapid change

  • Creating a Symbiotic Relationship with Startups

  • Agile and Innovation Approaches


Strategy Execution Excellence

  • Transforming through analytics in a non technical world

  • Aligning an Organization Post Merger and Acquisition

  • How to Identify and Resolve “Points of Failure” in Business Processes

  • Delivering Exceptional Operations Results: Breaking Inertia Through the Combination of Processes, People, and Measurements (KPIs) 

  • Process Management and Agile: A Joint Design and Implementation Approach

  • Gaining Complete Visibility of your Processes with Data Mining

  • How Advanced Communications Skills Can Turbo Charge Change Management 

  • Portfolio Workflow Management with Kanban and SAFe

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More parties, dinners, and get-togethers, all about making new industry friends, in the beautiful setting of the Orlando

  • Welcome Cocktail Party - March 21. 
  • Operational Excellence Awards Gala Reception in the Tuscan Ballroom - March 22. 
  • Operational Excellence Awards Gala Event in the Tuscan Ballroom - March 22. 
  • Awards After Party in the Tuscan Ballroom - March 22. 
  • VIP Pre-Reception Party - March 22. 
  • NEW! Night Summit
  • Hot Full-Service Breakfasts - March 20-24
  • Mid-Morning and Mid-Afternoon Themed Breaks - March 20-24
  • Sit Down Full Service Plated Lunches in the Venetian Ballroom - March 20-24. 
  • Meet the Speaker Topic Themes Lunch Tables in the Venetian Ballroom - March 22
  • Industry Sector Themed Lunch Tables in the Venetian Ballroom - March 23
  • Organized Dinners - Around Conference Themes & Topics
  • Wine Tasting
  • Pre-event Golf Challenge 
  • Fun games to break the ice. 
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BTOES  has been engineered to exceed expectations and create more engagement opportunties:

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

  • More lavish gala receptions and an award dinner after party (bubbly anyone?).
  • More boardroom meetings, roundtable sessions, and interactive presentation formats.
  • More informal networking opportunities and breaks due to shorter presentation formats
  • More upscale food service, Hot Full Service Breakfasts, Delicious Mid-Morning and Mid-Afternoon Breaks, Sit Down Full Service Plated Lunches (Filet Mignon anyone), and don’t forget the Awards Dinner on March 22, 2023.
  • More social activities to relax and unwind with your industry friends, wine tastings, fun tours, dinners, golf events. 
  • More exclusive VIP events.
  • Networking App - Best in class, easy to use, networking tool to arrange meetings, both prior, during and post-event. 
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The summit will address some of the biggest challenges, which are:

  • Rethinking operations end to end, incorporating digitalization activities along the whole value chain
  • Adapting and embracing new technologies and the new business models
  • Cultural Transformation and creating a culture of Operational Excellence and Innovation. Implementing effective Change Management programs. Driving Corporate Culture Change and How to build and transform Organizational Culture
  • Leadership Understanding, Buy-In, Support and Sponsorship from ALL Leaders which is critical. Operational Excellence needs commitment, resources and cannot be optional. 
  • Sustaining a Continuous Improvement Culture (Key to this is Leadership Buy-In)  
  • Achieving an Enterprise-Wide Operational Excellence Strategy
  • End-to-end business transformation, with all departments’ processes working in unison at scale to aligned goals and priorities.
  • Keeping up with new technologies, relative value relevance, and the creation of new opportunities. 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.
  • Integrating New Advanced Technologies
  • Acquiring and managing start-ups
  • Changing Customer Demands & Channels
  • Building New Competitive Advantages.
  • Integrating CI methodologies personalized to the organization.
  • Ensuring initiatives are aligned with Key Strategic Priorities, across the organization.
  • Failure to innovate fast enough.
  • Building a culture of innovation & agile mindset.
  • Changing Workforce, Millennial Generation, Freelance Culture. 
  • Customer Experience Excellence in a less high touch environment. 
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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. 

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Get The Latest Info

Get the Agenda as soon as it's released. Plus, announcements on the forward-thinking speakers and visionaries. 

The Sheer Scale

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES)

- May 2024
Renaissance Orlando at SeaWorld®, Orlando

The 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 Summit and Industry Awards was outstanding.  It was my pleasure both to participate and attend.  I compliment both Brian 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+ conferences and I have never participated in one better. We appreciate you and your team's hard work!

Raytheon Six Sigma Institute, RAYTHEON

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


Director, Army Distributed Learning, US Army

Great event. Very informative and eye opening to current issues

TNG Analyst, US Army

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


Operational Excellence Analyst, Newfield Exploration

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

Manager, SW Process Improvement, RIM

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

Lean Six Sigma Corporate Deployment Leader, BMO Financial Group

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

SVP, SunTrust Banks, Inc.

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

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

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

Co-ordination Officer, United Nations

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

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

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

Vice President, Operational Quality & Training, Wyndham Vacation Ownership

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

PE, MBB, Lean Six Sigma, Merck

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

Productivity Director – NAIG, Praxair Inc.

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

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

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

Lead Master Black Belt, CR&D, DuPont

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

VP Service Quality, TD Canada Trust

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

Director Head of Global Operations, World Bank

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

Altas Program Improvement, Lockheed Martin

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

VP Six Sigma Business Excellence, Cigna Corporation

Leadership, Energetic, Engaging, Wonderful Presentations

Senior Vice President, Mckesson Corporation

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

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

The speakers were all excellent

Project Leader, United Space Alliance

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

Electrical Value Stream Leader Process Excellence, Northrop Grumman Corporation

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

VP Marketing, Instantis

Very good! Excellent topics, pertinent to todays circumstances

Driector Quality & O p Ex, Harley Davidson

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

LSS Champion, Northrop Grumman

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

Head of Quality, Ferrari Racing

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

Founder, Raytheon Six Sigma Institute, RAYTHEON

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

VP Performance/Process Improvement , Universal Health Services

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

VP, Quality , Saint Vincent Health System

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

VP - IP Capture Quality, US Bank

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


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

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

VP Operational Excellence, Intel

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

Global Consulting Enterprise Services, Ingersoll Rand

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

Director of Lean Six Sigma, Department of Defense

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

Director of Continuous Improvement, United Airlines

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

Marketing & Sales Director, National Republic Bank of Chicago


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


Vice President, Quality, Saint Vincent Health System

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

VP Performance/Process Improvement, Universal Health Services

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

MBB, Lean Kaizen Leader, Johns Hopkins Medicine

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

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

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

Performance Excellence Deployment Leader, Avis Budget Group

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

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

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

Global Director of Customer Satisfaction, Delphi Gas Engine Management Systems

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

President and Chief Executive Officer , PAS Technologies

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

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

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

Deployment Leader and Master Black Belt, BMO Financial Group

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