Past event: Operational Excellence (OPEX) in Financial Services Conference

Re-engineer your Strategy to Drive Business Transformation Through People, Process and Technology

Note: This event was originally planned for 23-26 March, 2020 in New Orleans, LA, USA and has now been rescheduled

New date: 19-21 April, 2021

The most influential financial services industry EVENT in North America

Operational Excellence in Financial Services Summit is a must-attend event for thought leaders in OPEX, change management & transformation, who are looking to be ahead of the competition in the continuously changing financial services industry.

Join your peers this April and walk away with a clear roadmap for navigating the complex business transformation landscape. Front running brands from across the financial services landscape will take the stage to share the latest strategies to keep ahead of the digital revolution and satisfying customer demands. This is your opportunity to gain cutting-edge insight on combining management methods, executing impactful transformation programs and integrating technology to take your operational excellence programs to the next level.

Brand new and exclusive for 2021:

  • Women in OPEX leadership - professional development and driving diversity
  • Establishing an effective Process Center of Excellence
  • The strategy behind running a cost-neutral transformation program
  • Choose the right toolbox of technology to compliment your OPEX program
  • Quantify the true ROI of technology to improve process inefficiencies
  • Starting on a business transformation journey and mastering OPEX in the early stages
  • Respond faster to complex, time consuming regulation tasks with OPEX
  • Multi-platform strategy for streamlining tools that support broader transformation
  • The potential of blockchain: Process improvement in a new financial services ecosystem
  • 360 Degree focus session: A multi-perspective approach to OPEX


  • Calvin St Juste, Chief Operating Officer, Executive Director, Morgan Stanley
  • Dwight Harris, Senior Vice President, Citi Bank
  • Angela Lopez, Vice President, Innovation Strategy Manager, JPMorgan Chase & Co.
  • Alisha Kale, Vice President, Business Process Engineer, Wells Fargo
  • Heather Klemmer, Director - COO Program Coordination & Execution, Bank of America Merrill Lynch
  • Michael Levine, Senior Vice President, Retail Banking Technology Group, U.S. Bank
  • Monica Maria Sanchez, Chief Information Officer and Executive Vice President, United Automobile Insurance Company
  • Rajesh Iyer, Lead Solutions Architect, American Express
  • Jordan Benis, Director Performance Management, PNC Bank
  • Ashish Bhatnagar, Vice President, Chief Data Office and Head of Operational Strategy, HSBC
  • Chris DeBrusk, Managing Director, Head of Transformation, BNY Mellon
  • Jen Li, First Vice President, Process Design Manager, East West Bank
  • Ekaterina Curry, Global Head of Ratings Operations, S&P Global Ratings
  • Steven Hall, Vice President, Process Excellence Leader, Liberty Mutual Insurance
  • Himanshu Kalkar, Vice President, Enterprise Analytics & Insights, AI Strategy, Fidelity Investments
  • Raju Deshpande, Senior Vice President, Director of Operational Excellence & Change Execution, East West Bank
  • Scott Hoglund, Vice President of US Card Emerging Technology & Transformation, Discover Financial Services
  • Serena Ness, Head of Digital Transformation, BNY Mellon
  • Kelly McNeil, Vice President, Strategic Initiatives & Operations Program Manager, Fulton Financial Corporation
  • Peter Serzo, Vice President, Enterprise Architect, Comerica Bank
  • Michael Meyer, Vice President, Customer Experience & Operational Excellence, Greater New York Mutual Insurance Companies
  • Adam Weiner, Vice President, AQR Capital Management
  • Robert Wong, Former Assistant Vice President, Continuous Improvement Change Leader, Voya Financial
  • Melissa Morello, Assistant Vice President & Process Improvement Consultant, PNC
  • Ken Farer, Corporate Vice President, Finance Continuous Improvement Manager, New York Life Insurance Company
  • David Marlow, Director of Transformation & Innovation, Northwestern Mutual
  • Chinmaya Yerramilli, Senior Director, Operational Excellence - Consumer Banking, Discover Financial Services
  • Ryan Davis, Director of Process Improvement, Arvest Bank
  • Arindam Majumdar, Managing Director, Enterprise Risk Analytics, Bank of the Ozarks
  • Kush Pathak, Assistant Vice President, Lean Center of Excellence, Standard Insurance Company
  • Shruti Kakar, Change Management Lead GFTS - Governance & Data Analytics, Citi Bank
  • Joshua Beaudry, President & Automation Director, LPSTK
  • Jean Gehring, Former Vice President & Chief Architect, Fulton Financial Corporation
  • Michael Koor, Director, Agile Catalyst - Transformation Office, BMO Financial Group
  • Michel Farmer, Director, Operational Efficiency, Development Bank of Canada
  • Marvin Raymundo, Senior Director, Head of Corporate Strategy and Enterprise Project Management, Hyundai Capital America
  • Anish Sharan, Director of Business Improvement, CME Group
  • Manas Tripathy, Head of Transformation and Delivery, Wells Fargo
  • Scott MacIntye, Senior Catalyst, Vanguard
  • Jason Chase, Head of Lean Management, T. Rowe Price
  • Kyle Beam, Senior Process Improvement Advisor, Arvest Bank
  • Norman Wren, Former Director of Technology & Operations, Santander UK
  • Robert Thacker, Director - Global Enablement, iGrafx
  • Michael Sheehan, Business Process Intelligence Consultant, Signavio

The agenda is not yet available for this event.
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Hyatt Regency New Orleans
601 Loyola Ave, 70113
New Orleans, LA, USA
Phone: +1 504-561-1234

To book your accommodation follow the link here to secure your discounted room rate on behalf of OPEX FS.

Please note that the cut off date for reservations is March 27, 2020. Travel and accommodation are not included in the conference fee; however we always strive to secure a special rate for participants attending the event.

Book now: 
Event details
Organizer : IQEU
Event type : Conference
Reference : ASDE-21954