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Register
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
The Premier Cross-Industry Gathering of Business Transformation & Operational
Excellence Industry Leaders & Senior-Executives.
DATE
07-10 May, 2024
WHERE
Orlando
Renaissance Orlando at SeaWorld®
#BTOESInsights
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* BTOES HIGHLIGHTS VIDEO
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Thought leadership, Visibility and Exceptional Leads
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AWARDS
View Award Site
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.
* View Awards Site
* Download the Awards Sponsorship Prospectus (In-Person)
SPEAKERS
* View All Speakers
* Request to Speak
MIKE VIEROW
General Manager, Transformation
Virgin Australia
RICARDO ESTOK
Global Operations Transformation
Goodyear
ASHISH CHOPRA
Chief Information Officer
TDECU
MARNIE MORGAN
Sr. Director Enterprise Operations, Service Delivery RICOH Digital Services
RICOH USA
WILLIAM "BROU" GAUTIER
Director Spark Tank and Enterprise Performance Management
United States Air Force
IAN PHILLIPS
LM Fellow & Chief Data Architect
Lockheed Martin
ANA FLAVIA CAVAGNOLI
Head of Business Transformation
Johnson & Johnson
THOMAS BALL
Architect Lead
Starbucks
CYNTHIA LONG
Change Leader Continuous Improvement
Intuit
ANISH SHARAN
Head of Digital Transformation
CME Group
MIR ALI
Head of Digital Engineering
Kraft Heinz
KAMAL MOHANTY
Senior Vice President
Citi
HOWARD TIERSKY
CEO and Wall Street Journal Bestselling Author
FROM, The Digital Transformation Agency
XIAOCHEN ZHANG
Global Head - Innovation
Amazon
VICTORIA PREYS
Operational Excellence Expert
Merck
JOSÉ PIRES
CEO, Global Excellence & Innovation
Innovation & Excellence
THOMAS BERTELS
Founder and President
Purpose Works Consulting LLC.
MICHAEL DOVE
Vice President Enterprise Process Excellence and Quality
PSCU
PRASANNA PALAKONDA
Senior Enterprise Architecture Leader - Digital Business Transformation Leader &
Enterprise Strategy Leader
Molina Healthcare
STEVEN ALLEN
Vice President
Fiserv
STAN HOWELL
Vice President - Strategy & Business Excellence
Bristol Myers Squibb
PAUL MORETTI
Vice President Enterprise Transformation & Chapter Lead
Citizens Bank
MICHAEL CAVANAUGH
Senior Training Specialist
Stanford Healthcare
BRAD MORROW
Principal Process Excellence Champion and Lead LEAN 6 Sigma Trainer
Helmerich & Payne
RACHEL LOCKNER
Senior Vice President Operational Excellence
dentsu
NILOOFER DARBARY
Strategy and Business Transformation Leader
FAHRURAZI BIN BAHARUM
Head Organization Improvement, Senior Lean Six Sigma Master Black Belt
Petronas
PATRICK TAM
Vice President of Corporate Operational Excellence
ServiceNow
KEVIN INMAN
Senior Director SRE DevOPS
Fannie Mae
ARTUR VARTANYAN
Digital Technologies Expert
Dell Technologies
ERIN NEUMANN
VP, Operations Excellence
United Rentals
ISABELLA MANNING
Head of Organisational Change Management
Virgin Australia
JORDAN THURSTON
SVP, Global Head of Regulatory Profile Management & Performance Analytics
Citi
TODD VANHOUTEN
Senior Director of Strategy & Innovation
Cintas
KEN FREDMAN
VP, Head of Editorial, Design and Publishing
S&P Global
ROBERT CARTIA
VP- Business Process
ProMach
MONIKA MANGLA
Managing Director
Deloitte
DR. MARLENE KOLODZIEJ
Senior Vice President, Service Delivery RICOH Digital Services
Ricoh USA Inc
ANOOP KUMAR
Vice President & Head - Business Excellence
Infosys Limited
MATTHEW MARINO
VP Product Owner, Customer and Digital Team
Prudential
MIKE VIEROW
General Manager, Transformation
Virgin Australia
RICARDO ESTOK
Global Operations Transformation
Goodyear
ASHISH CHOPRA
Chief Information Officer
TDECU
MARNIE MORGAN
Sr. Director Enterprise Operations, Service Delivery RICOH Digital Services
RICOH USA
WILLIAM "BROU" GAUTIER
Director Spark Tank and Enterprise Performance Management
United States Air Force
IAN PHILLIPS
LM Fellow & Chief Data Architect
Lockheed Martin
ANA FLAVIA CAVAGNOLI
Head of Business Transformation
Johnson & Johnson
THOMAS BALL
Architect Lead
Starbucks
WILLIAM "BROU" GAUTIER
Director Spark Tank and Enterprise Performance Management, United States Air
Force
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS (BTOES
2020)
Thursday 19th November 2020 | 08:45 - 09:25 am
BIOGRAPHY
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.
IAN PHILLIPS
LM Fellow & Chief Data Architect, Lockheed Martin
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Thursday 9th May 2024 | 10:05 - 10:35 am
*
BIOGRAPHY
Ian Phillips is the Chief Data Architect for Lockheed Martin Aeronautics in Fort
Worth, TX. Ian is also a LM Fellow and INCOSE ESEP.
Ian first started working with data while developing applications using Public
Domain INGRES in the mid-1980s. He first developed the concept of Information
Lifecycles while working as the Chief Architect on a major project for NASA in
1998, and he continues to refine the Information Lifecycle concept to this day.
ANA FLAVIA CAVAGNOLI
Head of Business Transformation, Johnson & Johnson
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Thursday 9th May 2024 | 13:55 - 14:25 pm
BIOGRAPHY
Ana has 24 years of experience working for Multinationals in different
countries, and currently, she is opening her own consulting company named Ignite
Business.
Ana works as a Sr Customer Experience Manager supporting Johnson and Johnson to
drive cultural change.
She is recently coaching and mentoring Johnson and Johnson technologies teams to
implement CX metrics that matter to the business with a human-centric approach.
Ana has Customer Experience Certification, holds an executive MBA, and is fluent
in 3 languages (English, Spanish, and Portuguese.)
THOMAS BALL
Architect Lead, Starbucks
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Thursday 9th May 2024 | 09:15 - 09:45 am
*
BIOGRAPHY
Thomas Ball spent his early youth growing up among the radar sites and beautiful
countryside of rural Germany as an USAF Airman after joining the AF at the
earliest age possible. Transitioning through various technical programs, earning
his BS in Electronics Systems from Southern Illinois University, Carbondale, and
leaving the AF after serving on board a Communications Platform that performed
redundant technical services to the US Pentagon and our National Command
Authority, Thomas joined EDS, a pioneering technology leader, as Systems
Engineer. Leaving EDS with a core group to launch a technology internet startup
Thomas was pivotal in creating a foundational and pivotal technology platform
that lead to new directions for correlating search and personal preferences in a
new and challenging internet ecosystem. After consulting internationally, Thomas
joined Starbucks as Infrastructure Architect. While at Starbucks Thomas has
moved between the Data Platform, Foundational Infrastructure, and Cloud
transformation space. Thomas very much enjoys sharing his foundational
technology passion and experiences with others as well as listening to the
questions and observations on how technical ecosystems can be more resiliently
instantiated to provide higher levels of service and lower costs.
CYNTHIA LONG
Change Leader Continuous Improvement, Intuit
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE IN FINANCIAL SERVICES LIVE - A
VIRTUAL CONFERENCE
Tuesday 7th November 2023 | 12:00 - 12:45 pm
BIOGRAPHY
Cynthia Long is an award winning Continuous Improvement Leader and Strategist.
Over the last 20 years, her passion for Lean Six Sigma has led her to create,
innovate, and be a Revolutionary Leader for Continuous Improvement. She is
based in San Diego.
As a leader in technology, Cynthia is driven to mentor other women so that they
can find magnificent opportunities for awesome careers in tech.
Her expertise includes, being a Revolutionary Leader for Continuous Improvement,
Business Transformation Strategist, Lean Six Sigma Master Black Belt, Public
Speaker and a dedicated Philanthropist and Mentor to women in tech.
Her speaking engagements include:
* Strategic Conversations- Mentoring and Beyond (Women in Technology)
* Build to Fit - Paint to Match; Continuous Improvement in an ever changing
landscape (ICMI Contact Center Expo 2022)
* Data; Driving from the Customer Seat (Intuit)
* Cost of Complexity (Intuit)
* Surviving Domestic Violence (Compass Center For Women and Families )
ANISH SHARAN
Head of Digital Transformation, CME Group
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE WORLD SUMMIT & INDUSTRY AWARDS
(BTOES18)
Wednesday 14th March 2018 | 14:25 - 14:55 pm
BIOGRAPHY
Anish Sharan is the Head of Digital Transformation at Pritzker Private Capital
where he leads the development of digital capabilities that enhance customer
experience, drive operational excellence, and deepen data utilization across
PPC’s portfolio of companies. Pritzker Private Capital ("PPC"), a leader in
family direct investing, partners with middle-market companies based in North
America with leading positions in the manufactured products and services
sectors.
He joins Pritzker Private Capital from the Chicago Mercantile Exchange, where he
was Director of Transformation and Execution, responsible for driving
digitization, technology modernization, and enterprise transformation
initiatives. Mr. Sharan brings 20+ years of global leadership experience across
digital operations, e-commerce, and technology-focused roles at The Nielsen
Company, Leo Burnett Worldwide, Motorola, and Toyota.
Mr. Sharan holds an MBA from the University of Chicago Booth School of Business
and is a certified Lean Six Sigma Master Black Belt. He is also an adjunct
faculty at the Lakeforest Graduate School of Management.
MIR ALI
Head of Digital Engineering, Kraft Heinz
*
BIOGRAPHY
Mir Ali is a seasoned professional with over 22 years of experience in leading
technology teams across various industries, including consumer products,
restaurants, financial services, travel & and transportation, automotive, and
information technology. As a thought leader, Mir has demonstrated the ability to
build and motivate organizations towards achieving a shared vision. His career
is marked by strategic and technical leadership, along with the successful
execution of multi-year transformation initiatives.
In September 2021, Mir joined Kraft Heinz as the Head of Digital Engineering. In
this capacity, he collaborates with teams throughout the company to develop
innovative digital solutions, enhance customer and consumer experiences across
channels, and foster a culture of engineering excellence and innovation.
KAMAL MOHANTY
Senior Vice President, Citi
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Thursday 9th May 2024 | 11:15 - 11:45 am
BIOGRAPHY
Kamal Mohanty is Senior Vice President at Citi, New York.
An Indian American business executive with 20 plus years of cross functional
expertise across product, technology, and risk in global organizations. Kamal is
an expert at creating growth strategy for scale and leading transformational
change with excellence. Successes include strategy, client experience, digital
transformation, building global teams, cross-functional team leadership, general
management, diversity, and inclusion.
Kamal holds a Bachelor's Degree in Electronics engineering from National
Institute of Science and Technology India and later completed the Senior
Executive Leadership Program at Harvard Business School.
HOWARD TIERSKY
CEO and Wall Street Journal Bestselling Author, FROM, The Digital Transformation
Agency
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Thursday 9th May 2024 | 11:15 - 11:45 am
BIOGRAPHY
Howard is the Wall Street Journal bestselling author of Winning Digital
Customers: The Antidote to Irrelevance which was recently listed by Forbes as
“One of the ten most important business books of 2021.”
Howard was named by IDG as “One of The Top 10 Digital Transformation Influencers
to Follow Today,” and by Enterprise Management 360° as “One of the Top 10
Digital Transformation Influencers That Will Change Your World.”
As an entrepreneur, Howard has launched two successful companies that help large
brands transform to thrive in the digital age: FROM, The Digital Transformation
Agency and Innovation Loft. Among his dozens of Fortune 1000 clients are
Verizon, NBC, Universal Studios, JPMC, Morgan Stanley, the NBA, Visa, and
digital leaders like Facebook, Spotify, and Amazon.
Prior to founding his own companies, Howard spent 18 years with Ernst & Young
Consulting which then became part of Capgemini, one of the world’s leading
global consulting firms, where he helped launch their digital practice.
Howard speaks regularly at major industry conferences and is proud to have been
on the faculty of the NYU Tisch School of the Arts, his alma mater. He is a
frequent contributor to CIO Magazine.
XIAOCHEN ZHANG
Global Head - Innovation, Amazon
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE IN FINANCIAL SERVICES LIVE - A
VIRTUAL CONFERENCE
Tuesday 7th November 2023 | 11:00 - 11:45 am
BIOGRAPHY
Xiaochen is a Global Head of Innovation & Go-To-Market with AWS. In this role,
he leads a team of both technical and operational staff in shaping AWS emerging
technology and Web 3.0 related innovation offerings in the areas of digital
assets, central bank digital currency, green finance and regulatory and
supervisory technologies in supporting public sector financial institutions to
achieve their missions in monetary policy, financial stability, economic growth,
climate change and sustainable development.
VICTORIA PREYS
Operational Excellence Expert, Merck
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Thursday 9th May 2024 | 01:30 - 02:00 am
BIOGRAPHY
Caring and Experienced Portfolio Operations and Project Management Leader within
the Pharmaceutical Industry. I aspire to lead and grow organizations with vision
and strategic focus, developing highly performing teams with energized leaders
who work transparently and ethically, go the extra mile to ensure delivery to
realistic and data-driven plans, collaborate with a sense of urgency to address
unmet medical needs and bring innovation to patients and healthcare communities
worldwide. Managed multi-million dollar annual budgets exceeding $100 million.
Proactively self-started and led several successful strategic initiatives
generating project lifetime savings greater than $52 million. I continually seek
to learn new skills while delivering and creating a value-added rewarding work
environment.
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
*
BIOGRAPHY
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.
THOMAS BERTELS
Founder and President, Purpose Works Consulting LLC.
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Wednesday 8th May 2024 | 08:30 - 10:00 am
BIOGRAPHY
Thomas Bertels is a management consultant and business transformation expert on
a mission to make work more productive, valuable, meaningful, and impactful. He
has more than 25 years’ experience helping companies across a range of
industries, from start-ups to Fortune 500, transform how work gets done. Prior
to founding Purpose Works, Thomas was a founding partner at OXYGY/Valeocon
Consulting, a global consulting boutique. Earlier in his career, he led the
process improvement and design practice at Aon Consulting/Rath&Strong and held
various line management positions at ABB. Thomas has written several books and
authored numerous articles on process redesign, strategy deployment, change
management, organizational learning, metrics, and innovation. His latest book,
Fixing Work, will be published in September 2023.
MICHAEL DOVE
Vice President Enterprise Process Excellence and Quality, PSCU
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Thursday 9th May 2024 | 04:00 - 04:30 am
BIOGRAPHY
Michael Dove is a member of the PSCU Member Experience organization and leads
the Enterprise Process Excellence & Quality team. This team consists of Lean Six
Sigma Master Black Belts & the Black Belt Process Engineering team, our Business
Transformation Program Managers, Operational Business Intelligence, Operational
Governance, Compliance & Quality as well as the Robotic Process Automation
Center of Excellence.
PSCU is the nation’s premier payments credit union service organization (CUSO).
For more than 40 years, PSCU has partnered with credit unions to help them grow
and meet evolving member demands. Leveraging digital technology, PSCU now
supports the success of more than 1,500 credit unions, representing more than
5.4 billion transactions annually.
Michael has been at PSCU since 2013, working 23 years with Bank of America prior
to that. He is a Certified Six Sigma Master Black Belt, Certified Scrum Master,
certified ADKAR Change Manager & International Coaching Federation Associate
Certified Coach. After more than four years in the role the enterprise leader
for operational excellence at PSCU, Michael and his staff of Master Black Belts
& Black Belts have trained over 700+ employees with 200+ of them gaining their
certification in Yellow Belt, Lean Specialist or Green Belt, as well as have
produced over $>1.2MM of financial value in improvement projects annually.
He is a regular speaker at OPEX Financial Services conferences, including this
year’s most upcoming virtual conferences.
He is also very active in PSCU’s Diversity Equity and Inclusion initiative. He
is the eastern regional leadership sponsor for PSCU’s Sankofa business resource
group, which provides mentoring and access to people of color within the
organization. He is also a member of the African American Credit Union
coalition.
He received a Bachelor’s degree in Business Management from the University of
Phoenix and Master’s degree in Adult Education from the University of South
Florida.
PRASANNA PALAKONDA
Senior Enterprise Architecture Leader - Digital Business Transformation Leader &
Enterprise Strategy Leader, Molina Healthcare
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Thursday 9th May 2024 | 04:30 - 05:00 am
BIOGRAPHY
Highly Focused and a Visionary Digital Transformation leader with 23 years of
experience and a successful track record in leading Organizations to achieve
significant business results in large, global and complex Fortune 500
organizations achieving strategic and tactical goals. An Enterprise Architecture
and Strategy Leader with a big picture visionary thinking and providing thought
leadership to craft transformation strategies, aligned with Business Vision and
Organizational goals. Extensive experience with driving Business, technology and
architecture choices by setting up standards for simplification,
standardization, innovation and modernization. Proven ability in the areas of
Digital Business Transformation, Customer Experience & Growth, Change
Enablement, Operational Excellence, Business and IT Alignment Strategy,M&A and
Enterprise Business Integrations across various Business and Industry domains
such as Banking, Finance, Insurance, Pharmacy, HealthCare, Real Estate, IT
Consulting, Government and Retail Industries.
As a Digital Transformations, Enterprise Architecture and Strategy Leader, I
have led globally distributed cross functional teams in highly matrixed
organizations with people, processes, technologies and cultural barriers in
Cloud strategy, Application Rationalization, Modernization, API/Cloud
Modernization roadmaps, COE & Enterprise Governance, establish EA practices to
achieve desired Organization and Business goals.
STEVEN ALLEN
Vice President, Fiserv
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Thursday 9th May 2024 | 05:00 - 05:30 am
BIOGRAPHY
Accomplished executive with a 25+ year career globally in commerce, financial
services, hospitality, telecommunications and pharmaceutical industries.
Business development and revenue generation expertise to ensure profitability.
Creator of innovative solutions that drive operational efficiency. Repeated
success transforming business environments resistant to change.
STAN HOWELL
Vice President - Strategy & Business Excellence, Bristol Myers Squibb
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Thursday 9th May 2024 | 05:30 - 06:00 am
BIOGRAPHY
Stan Howell, Vice President, Strategy & Business Excellence at Bristol Myers
Squibb, holds an excellent track record in strategically leading and
transforming organizations to achieve manufacturing excellence. He has expertise
in developing strategic deployment plans that enable high-performance workforces
to achieve stellar business results while serving customers through
right-first-time business processes. With a career that spans across
manufacturing, supply chain, strategy realization, program management and
operational excellence. Stan is a proven leader in driving bottom-line results
and improving KPIs across numerous operation modalities including Small and
Large Molecule, Vaccines, Medical Devices and Cell Therapies.
PAUL MORETTI
Vice President Enterprise Transformation & Chapter Lead, Citizens Bank
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Friday 10th May 2024 | 15:15 - 15:50 pm
*
BIOGRAPHY
Paul Moretti is an Agile Transformation Executive Leader with expertise in agile
solutions, design thinking, and passion for embedding good practices, shifting
mindsets, perspectives, and cultural changes. He coached and mentored highly
collaborative cross-functional teams and stakeholders in FinTech, Banking, IT,
Insurance, Education, and Risk Management industries. He is recognized for
sustainability, operationalizing frameworks, developing and managing
stakeholders, and innovative leadership across multi-year agile culture
transformations. Paul is a solution designer and architect of enterprise agile
planning frameworks.
MICHAEL CAVANAUGH
Senior Training Specialist, Stanford Healthcare
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Friday 10th May 2024 | 10:25 - 10:55 am
*
BIOGRAPHY
Michael is a Change Maker, holding his Project Management Professional (PMP),
Advanced Certified Scrum Master (A-CSM), and Certified Scrum Product Owner
(CSPO) credentials. Formerly a Project Manager for the performing arts, Michael
joined Stanford Health Care in 2020 on the Business Operations Transformation's
Training and Communications team. There he spearheaded the creation,
development, and tracking of standard operating procedures, training lessons,
and role-specific onboarding. He also designed a tailor-made Learning
Management System within Supply Chain to be the source of truth for knowledge
management. In his work takes an Agile approach to prioritize value-based
solutions to unsolved problems or unmet needs. During his tenure he has helped a
dozen colleagues earn their Scrum certifications, eight leaders to earn their
PMP, and four Certified Materials Resource Professionals (CMRP). In his
communication role, Michael produces a Supply Chain specific newsletter and
podcast, as well as maintains their internal web pages and external website
Lately Michael has been leading Change Management for Supply Chain Supply Chain
transition ERPs. Ask Michael about his Masters's in Puppetry or time at Clown
College.
BRAD MORROW
Principal Process Excellence Champion and Lead LEAN 6 Sigma Trainer, Helmerich &
Payne
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Wednesday 8th May 2024 | 08:30 - 10:00 am
*
BIOGRAPHY
Brad Morrow is a Master Black Belt in Lean Six Sigma. He is a Principal Process
Excellence Champion and Lead LEAN 6 Sigma Trainer at the Tulsa Based firm
Helmerich & Payne. Brad invented and published the Lean tool TaaG analysis
(Trends at a Glance). He is also the creator of the new contemporary art form
Ignatian Rogue Art. Beyond this he is a professional magician (who performs
under the stage name Zane Black). As a magician he invented the magic genre of
Improv Magic. Brad is also a motivational speaker who speaks on topics such as
how to turn dreams into reality and he is the creator of the empowerment podcast
RACHEL LOCKNER
Senior Vice President Operational Excellence, dentsu
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Wednesday 8th May 2024 | 10:30 - 12:00 pm
BIOGRAPHY
I have been leading operational excellence for over 20 years at financial
services, insurance and media companies. I currently lead Operational Excellence
for the media in the Americas at dentsu. Since joining, dentsu in November 2021,
my team has driven change for our external clients by leading the transformation
of our company’s largest external client and redesigning key processes for other
global clients. Recently, my focus has been to improve the satisfaction of our
largest global clients through leading operational excellence remediation
programs. I have designed and implemented core operational excellence
foundational trainings and the structure to drive a culture of continuous
improvement globally. Prior to joining dentsu, I created and led the process
excellence and automation team at Moody’s for shared services. In this role, I
introduced and embedded a culture of process excellence in order to drive
results that resulted in the reduction of 365 days of cycle 6500 hours of non –
value add work within 18 months through process and automation efforts. The
Moody’s process excellence program was a finalist for The BTOES Business
Transformation and Operational Effectiveness organization award for program with
best value creation and innovation.
NILOOFER DARBARY
Strategy and Business Transformation Leader,
CULTURAL TRANSFORMATION LIVE - A VIRTUAL CONFERENCE
Tuesday 11th July 2023 | 09:00 - 09:45 am
BIOGRAPHY
Niloofer is an accomplished leader, with proven expertise driving strategic
initiatives at the CXO level, with significant impact for global conglomerates.
She has an innate understanding of diverse cultures, working across Asia,
Europe, and Americas.
Since joining Fiserv in 2016, she has lead multiple business innovation and
transformation initiatives, around go-to-market strategies, improving customer
experiences, and cost optimization. Preceding Fiserv, she was the transformation
lead at Hewlett Packard involved in the design and execution of mergers &
acquisitions, organization transformation and global delivery. She has been a
Diversity & Inclusion leader at Fiserv a topic she is passionate about.As an
industry-leading expert, Niloofer has been a key speaker at prestigious
conferences across Asia, Europe and Americas. She was also a judge for the
largest-scale, cross-industry leadership level event Digital Transformation &
Operational Excellence Industry Awards in 2021, and was nominated for the
"Change Agent" award at the Women in Payments USA Symposium 2022.
She is also a founding member of a global taskforce focused on creating more
awareness of a genetic mutation called G6PD Deficiency that affects
approximately 400 million individuals from diverse ethnicities.
FAHRURAZI BIN BAHARUM
Head Organization Improvement, Senior Lean Six Sigma Master Black Belt, Petronas
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Thursday 9th May 2024 | 17:20 - 17:50 pm
*
BIOGRAPHY
Fahrurazi Baharum has more than 25 years of experience in business process
reengineering, process improvement & optimization, and continuous improvement in
Manufacturing and Oil & Gas sector. As a Head of Organization Improvement cum
Senior Master Black Belt, under the Organization Transformation Unit, Change
Management Department, Group Human Resource Management of PETRONAS, Fahrurazi
has led Lean Six Sigma Green Belt, Black Belt and Master Black Belt training,
and has trained & coached more than 700 Lean Six Sigma Practitioners for the
past 16 years. Fahrurazi attained his license and certification in Lean Six
Sigma from the American Society for Quality (ASQ) & Six Sigma Academy US. As a
passionate continuous improvement practitioner, Fahrurazi has led and
facilitated numerous Business Transformation, Process Reengineering, Improvement
& Optimization, and Lean Six Sigma initiatives across PETRONAS, with realized
audited value creation of more than USD 10 Billion of Cost Savings & Cash
Generation and contributed to more than 300,000 of man-hours savings.
Fahrurazi has been invited as the judge at various Innovation Competitions in
Malaysia, and guest speaker & panelist at established international and domestic
conference related to Manufacturing, Operational & Process Excellence and
Continuous Improvement.
PATRICK TAM
Vice President of Corporate Operational Excellence, ServiceNow
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Friday 10th May 2024 | 11:35 - 12:05 pm
*
BIOGRAPHY
Patrick Tam is the Vice President of Operational Excellence at ServiceNow. In
this role, he is responsible for driving enterprise-wide operational
performance. Prior to ServiceNow, Patrick held various executive roles at Cisco,
including leading Corporate Transformation & Corporate Planning. Patrick is also
a professor at San Jose State University, teaching operational excellence
management to the next generation of leaders.
KEVIN INMAN
Senior Director SRE DevOPS, Fannie Mae
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Thursday 9th May 2024 | 15:10 - 16:00 pm
*
BIOGRAPHY
A seasoned Technology Executive with a proven track record in Silicon Valley,
including Apple, eBay PayPal, Cisco, AppDynamics AWS, , I am highly adept at
optimizing team performance and building world class organizations at scale..
Passionate about system design and architecture coupled with disruptive
technologies to achieve remarkable results. Leveraging my expertise, I have
successfully built and elevated world-class engineering teams, organizations and
companies. My approach to work involves embracing the cutting edge of technology
and assembling a team of exceptionally talented individuals to work smarter and
more efficiently.
ARTUR VARTANYAN
Digital Technologies Expert, Dell Technologies
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Thursday 9th May 2024 | 15:10 - 16:00 pm
*
BIOGRAPHY
Digital Technologies expert. Certified in digital technologies by top
universities (Harvard, INSEAD, Wharton, NYU) and global companies (Dell, IBM,
Linux Foundation).
18+ years of practice in IT industry across EMEA, including experience in
leadership roles in global IT companies – Dell Technologies, EMC & IBM.
7+ years of teaching digital technologies. Developed and led 12+ educational
programs on Big Data and Digital Transformation for leading universities in CIS
– Moscow State University, Russian Technological University (MIREA) and Moscow
Aviation Institute.
Author of 15 scientific publications on digital technologies, including SCOPUS
publications.
Presented at more than 200+ IT and digital conferences.
ERIN NEUMANN
VP, Operations Excellence, United Rentals
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Wednesday 8th May 2024 | 13:30 - 15:00 pm
*
BIOGRAPHY
Erin Neumann serves as the Vice President of Operations Excellence at United
Rentals, the North American equipment rental leader. In her current role, she
supports a branch network of 1,500+ locations through continuous improvement and
automation of critical maintenance and logistics processes. Ms. Neumann joined
United Rentals as a Director of Operational Excellence in 2017 and led multiple
customer service and operations efficiency initiatives across the organization.
Prior to joining the Company, Ms. Neumann specialized in Lean Manufacturing and
Strategy in the Aerospace & Defense sector. She served both public and private
sector clients as a Management consultant at Kearney in Washington, D.C. From
2007 through 2014, she held various roles at the former United Technologies
subsidiaries Raytheon Technologies, Pratt & Whitney and Sikorsky Aircraft. Ms.
Neumann holds a Master’s in Business Administration from NYU Stern and a
Bachelors of Business Administration from Loyola University Maryland.
ISABELLA MANNING
Head of Organisational Change Management, Virgin Australia
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Wednesday 8th May 2024 | 10:30 - 12:00 pm
*
BIOGRAPHY
15 years partnering with organisations and leaders to architect and execute
complex organizational change and transformation programs. Spent many years in
Mining and Resources as well as Banking and Finance, with the most recent
experience in aviation. Background as an Occupational Therapist. Ex Deloitte
Consulting.
JORDAN THURSTON
SVP, Global Head of Regulatory Profile Management & Performance Analytics, Citi
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Wednesday 8th May 2024 | 15:30 - 17:00 pm
*
BIOGRAPHY
Dr. Jordan C. Thurston is a 2x TEDx Speaker, self-starter, and thought leader
who shies away from the phrase “this is the way it’s always been done” and
drives efficiencies in his job and everyday life through process improvement.
Jordan has worked across the retail and financial industry, honing his craft of
improving processes and organizations globally, bridging the gap between theory
and practice.
Jordan currently works as Senior Vice President, Global Head of Regulatory
Profile Management & Performance Analytics at Citi where he drives process
improvement across his remit. In addition to his corporate role, he is the
Founder & CEO of Evolve Like a Dragonfly LLC and The Neopte Foundation, a
nonprofit that provides purpose and direction to youth from low-opportunity
backgrounds to pursue higher education (university & trade school).
In 2021, Jordan created The Dragonfly Construct, a process improvement
methodology that challenges the status quo of how strategy is developed and
implemented within a corporation and streamlines efficiencies to derive a new
format for strategic management and process improvement.
TODD VANHOUTEN
Senior Director of Strategy & Innovation, Cintas
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Thursday 9th May 2024 | 08:45 - 09:15 am
*
BIOGRAPHY
Todd VanHouten is Senior Director of Strategy & Innovation at Cintas, overseeing
Product, Technology, and Operational strategy along with large change
initiatives. Todd has always been driven by a passion for innovation and views
technology-done-right as the greatest enabler of innovation in our generation.
KEN FREDMAN
VP, Head of Editorial, Design and Publishing, S&P Global
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Thursday 9th May 2024 | 11:45 - 12:15 pm
*
BIOGRAPHY
Ken leads the Editorial, Design & Publishing (EDP) team created as part of S&P
Global’s merger with IHS Markit. His team supports the creation of essential
intelligence content, including articles, reports, presentations, infographics,
cartography, videos, podcasts and dashboards on global markets with high-quality
and consistent standards. The team uses its scale, with staff members located in
19 U.S. States and 10 countries, to provide 24/5 follow-the-sun operations for
sector and regional-specific news, analysis, research, and economic insights.
Ken is a member of S&P Global’s Research Council and heads the firm’s Editorial
Council to define style, develop editorial talent, share best practices, drive
content innovation, and protect the franchise through governance and standards.
Prior to S&P Global, Ken directed digital marketing strategy for investment
management businesses with BNY Mellon and J.P. Morgan.
ROBERT CARTIA
VP- Business Process, ProMach
DIGITAL TRANSFORMATION EXCELLENCE WORLD SUMMIT (BTOES DIGITAL)
Thursday 16th December 2021 | 16:00 - 16:30 pm
BIOGRAPHY
Rob is the VP- Business Process at ProMach. He is responsible for developing and
driving ProMach’s best practice approaches and KPIs for customer service,
operational improvements and excellence, and margin growth. Rob’s experience
spans 11 industries within 8 companies to include Sony, PepsiCo, Allegheny
Technologies Inc., GE, Johnson Controls Intl., Global Container Terminals, and
REV Group. In addition, Rob serves as the Chairman of the Board for Parkview
Community Federal Credit Union and Committee Member for the Aviation Maintenance
Program at Pittsburgh Institute of Aeronautics.
Rob has an MBA from the University of Pittsburgh and is a graduate of MIT’s
Advance Certificate in Executive Leadership Program. Rob’s background is in
Operations, Engineering, and Operational Excellence. In addition, Rob is a
veteran of the United States Air Force.
Rob has published breakthrough concepts through the American Society for Quality
and is currently in the process of publishing his first book.
MONIKA MANGLA
Managing Director, Deloitte
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Thursday 9th May 2024 | 13:55 - 14:25 pm
*
BIOGRAPHY
Monika is a Managing Director with our Los Angeles practice focusing on driving
finance transformation across various global energy clients leveraging digital
technologies. She is a consulting boomerang joining Deloitte after spending more
than a decade in the OG&C industry. Outside of work, Monika is passionate about
volunteering and mentoring, in the area of sustainability, education, and women
empowerment, and serves on the board of a Maryland based non-profit. She enjoys
spending time with family, especially reading and traveling with her son for
soccer in her free time.
DR. MARLENE KOLODZIEJ
Senior Vice President, Service Delivery RICOH Digital Services, Ricoh USA Inc
DIGITAL WORKPLACE TRANSFORMATION LIVE - A VIRTUAL CONFERENCE
Thursday 31st August 2023 | 10:00 - 10:45 am
*
BIOGRAPHY
Dr. Marlene Kolodziej was appointed Senior Vice President, Service Delivery at
Ricoh USA, Inc. on October 1, 2022. Under her direction, the organization
executes on the company’s digital-first approach, providing customers with
unmatched value in a variety of areas encompassing Ricoh’s managed,
professional, and IT services.
Dr. Kolodziej joined Ricoh in 2019 as Vice President of Centralized Services,
quickly impacting the business by building and unifying teams dedicated to
service and supplies, device management, ITS support, eDiscovery, technical
services, and quality management. She also successfully established a global
support model for Ricoh spanning the U.S., Poland, Spain, Uruguay, Malaysia, and
South Africa.
A recognized leader in the development and implementation of customer-focused
transformative technology and support solutions, Dr. Kolodziej possesses more
than three decades of experience encompassing end-user support, personal
computing and technology, mobility, infrastructure, network, data center,
programming/development, applications, and LEAN/agile transformation. With
exposure to the chemical, publishing, finance, data retention and storage, and
healthcare industries, she has successfully led global technology and business
teams to implement innovative client support solutions that have increased
standardization, strengthened organizations, and decreased maintenance costs.
ANOOP KUMAR
Vice President & Head - Business Excellence, Infosys Limited
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Thursday 9th May 2024 | 08:45 - 09:15 am
*
BIOGRAPHY
Anoop is leading transformational changes towards making Infosys a Live
Enterprise and driving business excellence in collaboration with senior leaders
and cross-functional teams to amplify business outcomes, create sentient
organization and enhance business agility. He has diversified experience in
agile transformation, strategic quality management, change management, business
value articulation, analytics, competency development, and service efficiency
improvement by leveraging digital technologies. During his rich career, he has
gained extensive experience in implementing quality models/
framework/methodologies e.g., CMMI, Agile, SAFe, DevOps, ITIL, ISO, MBNQA, Six
Sigma/Lean to drive continuous improvement in product, process and service
quality for internal stakeholders and external clients at global scale. He has
been the Assessments Team Member (ATM) in several large scale, high maturity
CMMI assessments for over a decade. His thought leadership is manifested through
various publications, presentations, panel discussions, patents, blogs, and
development of prediction models.
MATTHEW MARINO
VP Product Owner, Customer and Digital Team, Prudential
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Thursday 9th May 2024 | 10:05 - 10:35 am
BIOGRAPHY
Matthew Marino currently serves as Vice President and Product Owner with the
Customer and Digital Team at Prudential Financial. He has more than 20 years of
experience developing and deploying customer centric solutions that deliver
significant business value. A seasoned Six Sigma Black Belt and SAFe Certified
Product Manager, Matthew is renowned for driving impactful business
transformations through technology and process optimization.
His focus on incorporating evolving technologies to maximize value through
Intelligent Automation leverages strong background in RPA, Process Mining, and
he has continued to stay connected to advances in Artificial Intelligence with
recent studies completed at both Harvard and MIT. With a relentless focus on
enhancing operational efficiency and customer experiences, Matthew is a
transformational leader poised to drive success.
MIKE VIEROW
General Manager, Transformation, Virgin Australia
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Wednesday 8th May 2024 | 10:30 - 12:00 pm
*
BIOGRAPHY
Mike has spent his career working at the intersection of strategy and
transformation in large scale organisations. Mike is currently the General
Manager of Transformation at Virgin Australia Group. In this role he is
accountable for the performance of the enterprise-wide transformation,
encompassing core operations, the rewards and charter business units, as well
as organisational change and program management. Prior to this role, Mike was an
Associate (Junior) Partner at McKinsey & Company. At McKinsey, Mike worked in
partnership with C-suite leaders and Boards of large complex organisations in
transformation and capability building at scale. Mike completed his MBA at UNSW.
He has completed the AICD Company Directors Course, extensive technical training
in complex project and program management, and is a graduate of the Britannia
Royal Naval College in Dartmouth, UK.
RICARDO ESTOK
Global Operations Transformation, Goodyear
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE WORLD SUMMIT & INDUSTRY AWARDS
(BTOES18)
Thursday 15th March 2018 | 12:20 - 12:50 pm
*
BIOGRAPHY
20+ years of experience in line functions and central roles, driving sustainable
operations, supply chain and commercial excellence transformations.
Multicultural experience at global companies in the US, Asia and Latin America,
including Goodyear, Johnson Controls, Abbott Labs, and Pepsi.
Holds a master’s of science in business from the University of Miami, Florida,
and a bachelor’s of science in industrial engineering as well as master's black
belt.
Ricardo has been a keynote/speaker at several universities and conferences and
has published several articles in magazines and e-publications.
Currently leading Global Operations Transformation at Goodyear driving for one-
operating system and its key enablers for sustained value delivery.
Along with his wife Sandra, they partner with non-profit organizations
supporting foster children aging in the system to find their way through
technology and live Happily Ever Cyber!
ASHISH CHOPRA
Chief Information Officer, TDECU
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Thursday 9th May 2024 | 15:10 - 16:00 pm
BIOGRAPHY
Ashish Chopra, is currently Head of Technology and Chief Information Officer for
TDECU Bank. He is also a Wells Fargo veteran, where he served as SVP -
Technology Chief Operating Officer (Office of Head of Technology) and Digital
Product Leader for Cloud Blueprints. Chopra has more than 20 years of senior
technology executive leadership experience solving complex business challenges
by Modernizing Technolgy platforms, Leading strategic Merger & Acquisitions and
Optimizing International Operations resulting in increased business value. He
has a successful track record with major organizations including IBM Consulting,
Target, New York Life Insurance and Sprint-Nextel. He holds a degree from Kit
College of Engineering in India and completed leadership development training at
Cornell University.
MARNIE MORGAN
Sr. Director Enterprise Operations, Service Delivery RICOH Digital Services,
RICOH USA
BUSINESS TRANSFORMATION & OPERATIONAL EXCELLENCE SUMMIT & INDUSTRY AWARDS
(BTOES)
Friday 10th May 2024 | 15:15 - 15:50 pm
*
BIOGRAPHY
Marnie is an innovative and solutions-driven Operations Executive, speaker and
advisor with a visionary mindset. She is dedicated to developing top-producing
teams and driving operational excellence in her current role as a Sr. Director
of Enterprise Operations Service Delivery at Ricoh USA, Inc.
With over 20+ years of progressive experience executing operational strategy,
driving continuous improvement, in Managed Services, outsourcing operations
across Fortune 500 companies.
Marnie's expertise lies in creating a culture that encourages employee
engagement and puts clients first in all that we do. Marnie has a proven track
record in leading teams through Business process transformation, Contract
Negotiations, Client relationship management, P&L Management, team Building and
leadership. Highly adept at identifying and establishing new process
enhancements, streamlining operational workflows, and leading remote and hybrid
teams.
Marnie has earned five promotions throughout her career, showcasing her ability
to drive and implement innovative client support solutions, build, and develop
top-producing teams, and drive operational excellence.
Lynn University graduate holds an MBA with a HR concentration. A global advisor
at How Women Lead, a national organization of top executive women—an ARMA
Professional Member in the international community in information management.
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.
* Highlights Videos
* Keep Me Informed
* Who Should Attend
* Reasons To Attend
* Key Themes
* Networking Opportunities
* Largest Scale
* The Most Engaging Event
Who Should Attend
* CEOs, COOs CSOs, CIOs, CAOs, CMOs, CFOs, CLOs, Chief Excellence Officers
* Heads of / SVP & VP Global Operations, Global Operational Excellence Leader
* Global Heads, Heads of, EVPs, SVPs, VPs, Directors of Business Excellence,
Business Transformation, Innovation Excellence, Innovation Deployment Value
Creation, Productivity, Operational Excellence, Continuous Improvement,
Process Excellence, OpEx, Process Engineering, Strategy Execution, Change
Management, Customer Experience, Lean Enterprise, Capability Excellence,
Process Optimization & Process Management.
* VPs of Global Operational Excellence, Global Continuous Improvement, Process
Analysis, Enterprise Risk Management, Global Production & Logistics, Lean &
Six Sigma, Operational Excellence & Productivity, Business Process
Management.
* Business Process Management Champions, BPM Project Leaders.
* Lean Six Sigma Deployment Leaders / Champions / Lean Six Sigma Master Black
Belts
* Directors of Operations, Process Re-Engineering, Productivity, BPM, Lean Six
Sigma, Continuous Improvement, Business Reengineering, Performance
Excellence, Operational Excellence, Process Analysis, Manufacturing
Excellence, Productivity, Software Process Improvement
* From across all industries, including Manufacturing, Hospitals, Healthcare,
Medical Devices, Automotive & Transportation, Banking, Capital Markets &
Insurance, Consumer Products & Retail, Pharmaceuticals & Life Sciences,
Government, Armed Forces & Public Sector, Mining & Metals, Oil & Gas, Power &
Utilities, Real Estate, Hospitality & Construction, Technology, and
Communications.
Learn More
Reasons To Attend
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 progressive
companies
* Gain insights from the fastest growing innovative organisations on how they
are achieving unprecedented levels of excellence
* Benchmark against best-in-class organizations 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 cross
industry event in the market bringing the whole ecosystem together to look at
Cultural Transformation, Leadership, Prcoess Excellence, Innovation,
Strategy, CX & Agile to achieve top line growth.
Learn More
Key Themes
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?
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
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
Learn More
Networking Opportunities
More social functions and get-togethers, it all about making new industry
friends, in the beautiful setting of the Orlando
* Welcome Cocktail Party - May 8, 2024.
* Awards Gala Reception - May 9, 2024.
* Awards Gala Event - May 9, 2024.
* Awards After Party - May 9, 2024.
* Hot Full-Service Breakfasts - May 7-10, 2024.
* Mid-Morning and Mid-Afternoon Themed Breaks - May 7-10, 2024
* Sit Down Full Service Plated Lunches - May 7-10, 2024.
Learn More
Largest Scale
BTOES has been engineered to exceed expectations and create more engagement
opportunties:
* 80+ Speakers – All Practitioners - Industry Leaders, Thought Leaders,
Disruptors, & Legends.
* Over 80 Sessions
* 3 in-depth Dedicated Tracks with unparalleled opportunities for knowledge
sharing and networking. The People Summit, Process Summit, Technology Summit
* 20+ hours of social networking
* 16+ hours of session time dedicated to peer to peer exchange of ideas.
* 60+ Track Sessions.
* 6+ Thought Leader Panel Discussions
* 50+ Round-Table Discussions.
* 20 Summit Interactive Workshops & Master Classes
* 100+ Poster Board Presentations
* 30+ Credible Solutions Providers in the Exhibit Hall, announced end of
October.
* 600+ Attendees.
* 35,000+ Social Media Community Members.
* 1,000,000+ BTOES Insights Subscribers
Learn More
The Most Engaging Event
This event has been designed to provide create more meaningful conversations and
commercial connections.
* Gala receptions, Award dinner, and Awards 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).
* Networking App - Best in class, easy to use, networking tool to arrange
meetings, both prior, during and post-event.
Learn More
GET INVOLVED
* REQUEST TO SPEAK
Are You A World-Class Expert
* SPONSOR / EXHIBIT
Thought Leadership, Visibility & Exceptional Leads
* APPLY TO JOIN THE ADVISORY BOARD
Questions, Ideas, Suggestions
* JOIN THE COMMUNITY
Over 28600 vetted members and counting
FEATURED SPONSORS
* Speak To Sales
* Become a Sponsor/Exhibitor
* Download the Sponsor/Exhibitor Prospectus (In-Person)
* Download the Awards Sponsorship Prospectus (In-Person)
* View Exhibitors Experience Highlights Video
* View Sponsors
ATTENDEES
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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.
Email*
TESTIMONIALS
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.
* View All Testimonials
> 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
> 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
> 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
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