Close

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

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

Poster Presentation Judges

Poster Presentation Judges

Randy Shumway

Chairman, Partner

More about Randy

Jeffery A. Davis

Executive Director of Operational Excellence

More about Jeffery

Iassen Deenitchin

Head of Global Process Management

More about Iassen

Matt Aguilar

Director, Project Management Office

More about Matt

Phillip Murphy

Headquarters CI Team Lean Six Sigma Master Black Belt

More about Phillip

Sarbari Basu

Director - Global Talent Operations

More about Sarbari

Jo Murray

Matron, Achieving Excellence

More about Jo

Yuval Dvir

Head of Intl. Online Scaled Partnerships, Google Cloud

More about Yuval

Steve Waszak

VP Operational Excellence

More about Steve

Nuray Gurtekin Sen

Head of Business Excellence and Operational Transformation

More about Nuray

Byron Tatsumi

Senior Director, Process Innovation

More about Byron

Matt Hansen

Lean Six Sigma Master Black Belt

More about Matt

Dan Cockerell

Magic Kingdom Vice-President (Retired & Inspired)

More about Dan

Jennifer Hurst

Global Performance Excellence Leader

More about Jennifer

Jason Richards

Principal

More about Jason

James Shirey

Partner

More about James

James Feldman

The Bright Idea Guy

More about James

Randy Shumway

Chairman, Partner, Cicero Group

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

Tuesday 13th March 2018 | 15:00 - 16:30 pm

Biography

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).

Jeffery A. Davis

Executive Director of Operational Excellence, JP Morgan Chase

Biography

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.

Iassen Deenitchin

Head of Global Process Management, ING

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

Thursday 15th March 2018 | 13:50 - 14:20 pm

Biography

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.

Matt Aguilar

Director, Project Management Office, Dendreon

Biography

Thank you for viewing my profile.

After proudly serving my country as a U.S. Army Noncommissioned Officer in peacetime and combat operations, I merged into a successful business career where, from the C-Suite to the office and production floor, I have enjoyed employing Operational Excellence tooled approaches to weave Business Transformation and Systems Integration into the fabric of Fortune companies, within heavily regulated business models and in diverse public and private organizations.

Industries and functional business groups will vary but results remain the consistent outcome. Evolving organizations need agile and objective thought leaders who can seamlessly shift from the strategic 10,000 foot level to tactical details at the ground level. This is especially vital in changing times when leaders must continue to be effective as we see more hybrid WFH/OnSite models.

Phillip Murphy

Headquarters CI Team Lean Six Sigma Master Black Belt, US Postal Service

Biography

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.

Sarbari Basu

Director - Global Talent Operations, Cummins

Biography

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.

Jo Murray

Matron, Achieving Excellence, NHS Foundation Trust

Biography

 

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.

Yuval Dvir

Head of Intl. Online Scaled Partnerships, Google Cloud, Google

Biography

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.

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

Biography

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.

Nuray Gurtekin Sen

Head of Business Excellence and Operational Transformation, Siemens Financial Services

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

Thursday 15th March 2018 | 08:30 - 09:00 am

Biography

Nuray Gurtekin Sen is leading the Business Excellence and Operational Transformation function under Siemens’ Financial Services unit for the Americas Region. Before this role she took Global Process, Quality and Strategic Programs PMO function lead role more than 7 years in Siemens Corporate Technology Research in Digitalization and Automation.

Nuray possess 20 years of progressive experience and knowledge in Business and Process Transformation, Continuous Improvement, Change Management, Operational Excellence, Program Management, and Quality Management fields. She has gained broad expertise in production, service, project, and R&D businesses worldwide in life science, smart infrastructure, digital industries, energy management, and gas and sectors.

Just before her current role, Nuray took Global Process, Quality and Strategic Programs PMO function lead role more than 7 years in Siemens AG Corporate Technology Research in Digitalization & Automation in HQ Germany including all regions in China, India, Russia, Austria and Romania. Nuray managed several end-to-end enterprise level global process design, tool and system integration projects.

In her capacity as business excellence executive, she adapted business operating models for project management, technology research, SW development, service excellence and lean manufacturing best practices across the regions in Europe, Asia and US. Bringing process and organizational change experience, Nuray led business transformation and change management programs. Additionally she has planned and executed post-merger integration (PMI) and carve-in projects successfully for the Siemens Healthcare units in US, Germany, China and India. Currently Nuray is acting as internal consultant for Siemens global senior executives on process design and improvement, change management, business transformation programs.

Since 2014, she has been acting as Program Manager for multi-year strategic growth and Operational Excellence program resulted in significant impact to grow in US along with process performance, productivity and cost improvements. 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.

Byron Tatsumi

Senior Director, Process Innovation, Salesforce

Biography

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.   

Matt Hansen

Lean Six Sigma Master Black Belt, H&R Block

Biography

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.

Dan Cockerell

Magic Kingdom Vice-President (Retired & Inspired), Walt Disney World® Resort

Biography


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.

 

Jennifer Hurst

Global Performance Excellence Leader, Nielsen

Biography

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.

Jason Richards

Principal, Cicero

Biography

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.

Career Highlights:

  • Vice President, Pacific Pure Energy Capital
  • Director of Business Development and Operations, sPower
  • Director of Business Development, Steelcase
  • University of Utah, MBA

James Shirey

Partner, Cicero

Biography

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.

Career Highlights:

  • Chief Financial Officer and Co-Founder, Innovari, Inc.
  • Director, General Electric Corporation
  • Senior Engagement Manager, McKinsey & Company
  • University of Chicago, Booth School of Business, MBA

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

Biography

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.