operational excellence in financial services · business architecture, managing change or talent...

Strategize with process leaders from the world’s largest financial institutions and learn how to:

Link business strategy with operations

Implement changes in leadership thinking and behaviours to embrace and support organizational transformation

Use the customer journey to organize your business processes the way a customer experiences them

Connect operational data and business data to drive breakthrough business performance

Govern an OE program across multiple business entities, departments and geographies

Link business and real time operational intelligence into BPM platforms for greater transparency across complex processes and operations

Learn how to leverage process as a critical driver of business strategy from these global leaders:

Tiffany Hunt Vice President, Business Transformation Office Nationwide Insurance

Tonja Summitt COO, Global Operational Excellence and Business Operating System Ingersoll Rand

Julian Ybarra Head of Business Design and Effectiveness, US UBS

Jeff Brown Senior Vice President and Chief Processing Officer XL Insurance

David Palmieri Managing Director - Head of Reengineering Strategy/Continuous Process Improvement BNY Mellon

Dietrich Fisher SVP - Director, Business Transformation and Process Strategy BBVA Compass

John Martino Executive Director, Operational Excellence and Integration Aetna

Nantha Subramanian Global Head of Process Re-Engineering HSBC

David Hadd Senior Vice President, Corporate Continuous Improvement Webster Bank

Russell Danziger Senior Vice President, Global Change Management Office Guy Carpenter

Shari Marakowitz Senior Vice President, Senior Communications Manager, Enterprise Finance Transformation Program Bank of America

Leslie Behnke Vice President, Process Improvement and Service Quality TD Canada Trust

www.opexinfinancialservices.com • [email protected] • 1.800.882.8684 or 1.646.378.6026

Operational Excellence in Financial ServicesInnovative strategies from global leaders for embedding customer-driven, enterprise-wide operational excellence

Workshops: March 9, 2015 • Conference: March 10 –11, 2015 • New York, NY

www.opexinfinancialservices.com • [email protected] • 1.800.882.8684 or 1.646.378.6026

Dear colleague,

“We are what we repeatedly do. Excellence, then, is not an act but a habit.” Aristotle

Aristotle could have been talking to today’s financial services industry when he wrote those words over 2000 years ago. Operational excellence is not about simply deciding to better. Excellence is a habit that results from millions of small acts, performed every day by your employees. Large, complex organizations demand a strategic and systemic approach to excellence if those habits are to become ingrained.

Ask yourself:

• Do you have a OE strategy and systematic approach in place – and is it measurably improving the customer experience?

• Can you identify what your most important operational processes are – those that are required for transformative change?

• Is your operational framework guiding employees toward repeatable, optimized behavior and habits?

If you answered no to any of the above, then you need to join us in New York this March. The 9th Annual Operational Excellence in Financial Services Summit is taking place March 9th-11th, and promises an inspiring and exciting speaker line-up that will unveil their strategies and toolsets for embedding enterprise-wide operational excellence.

Whether you are struggling with workflow management, data and customer analytics, leadership engagement, business architecture, managing change or talent development (or all of the above), this year’s Operational Excellence in Financial Services Summit will help you go from passenger to driver in your quest for operational excellence.

I look forward to seeing you in March.

All the best,

Leslie Allen Conference Director

Operational Excellence in Financial ServicesInnovative strategies from global leaders for embedding customer-driven, enterprise-wide operational excellence

Workshops: March 9, 2015 • Conference: March 10 –11, 2015 • New York, NY

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Are you struggling with the same challenges as our attendees? Attend this year’s event and get the tools you need to make improvements now!

• Lacking executive endorsement? Ingersoll Rand’s COO will be revealing how to implement changes in leadership thinking to effectively embrace and support organizational transformation

• Can you identify which of your processes actually improve the customer experience? Learn how BBVA Compass have established a customer-driven Operational Excellence program

• Unsure of how to make OPEX a continuous journey and not just a ‘project’? Learn from BNY Mellon’s Managing Director and Head of Reengineering how they have built a continuous improvement culture

• Finding it tough to promote innovation and operational efficiency? Hear how XL Insurance and Guy Carpenter are encouraging innovation to create a pull for improvement while at the same time driving change

• Dealing with change resistance? Hear how AIG is removing barriers to change to gain buy-in and promote connectivity

www.opexinfinancialservices.com • [email protected] • 1.800.882.8684 or 1.646.378.6026 3

Preconference Workshops

Workshops offer delegates the chance to deep-dive into the issues that can make the biggest difference to their organisations. Take the time to really work through the opportunities and challenges that you’re facing, brainstorm solutions with other attendees and debate solutions & new directions with expert workshop leaders. Choose to attend all four workshops to benefit from comprehensive training across these areas, or select a specific workshop that appeals to your current goals. Simply state your preference at point of registration.

8:15 Check in for workshop attendees and morning networking

8:45 Process Governance: Keys to Business Transformation success

· Ensure alignment between business strategies and business transformation initiatives · Secure and maintain executive sponsorship or “buy-in” · Treat process improvement as a project, with a clear scope, schedule and budget · Plan beyond training, with communications, resistance management and coaching to

achieve the desired outcomes · Implement a change that “sticks” through recognition, metrics and feedback · System wide process governance: How to govern an business excellence program across

multiple internal departments and geographies · Building the most compelling case for deeper process focus · Getting leadership to focus on process governance · Making decisions: Who has decision making rights, responsibility and accountability? · Defining the responsibilities of process owners · Integrating knowledge management into the enterprise: Making knowledge flow through

knowledge connections

10:45 Networking Break for Workshop Attendees

11:00 Collaborative capacity planning: Meeting - and exceeding - service and quality levels at optimum cost

Please join Active Operations Management (AOM) for this Workshop where you will experience a new, professional, collaborative capacity planning method. In this session you’ll be part of a team competing to meet service and quality levels at the optimum cost. Concepts that you will learn and apply include: · Common currency for measuring work · Common definition of productivity and a new use for it · Balance sheet for planning work and resources · Skills matrix and associated skills development plan

If your organization would benefit from greater management and staff engagement, improved profit margins, lower employee stress and a more stable work environment, you need to learn about this new management method.

Chris Garfield Vice President, North America, Banking and Financial Services

Active Operations Management (AOM)

1:00 Networking Luncheon for Workshop Attendees

1:30 Building a strong BPM Foundation for Performance Excellence

This workshop uniquely combines the concepts and methods of business process management, with outside-in (customer centric) thinking, service management systems thinking, and continuous improvement, to explain and demonstrate the role of IT as a service broker in today’s service society. The topics covered include: · The management imperatives and impediments in today’s service society · The role of BPM is achieving customer satisfaction and performance excellence · Starting a BPM journey from the outside-in · Defining and delivering value from the start · Understanding the core BPM disciplines importance of a continuous improvement program · Overcoming the biggest risk to success - continuous engagement of all stakeholders · Making the cultural shift as part of an incremental organizational transformation program

Jorge Sanchez, Director, Product, Appian

3:30 Networking break for workshop attendees

3:45 Optimizing data and information management processes

· Applying the same management principles to data that are used to manage other corporate assets

· Identifying what you need: Defining the information resource, drawing boundaries and prioritising and what can and should meaningfully be used

· Information and data value chains: Finding and resolving breaks in the chain · Integrating data, knowledge and information management systems · Creating a strategy: Drafting a statement of principles, setting policies and standards, and

conducting an annual strategy review · Optimizing data and information management processes

· Information and data value chains: Finding and resolving breaks in the chain · Integrating data, knowledge and information management systems

· Information engineering: the missing link?

5:45 Conclusion of Workshop Day

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Preconference Workshops Monday, March 9, 2015


Main Conference Day One Tuesday, March 10, 2015

7:30 Registration and Check In

8:30 Chairman’s Opening Address

8:45 Where the rubber meets the road: Linking strategy to operations · Ensuring alignment between business strategies and business transformation

initiatives

· Understanding the root causes behind process inefficiency, including issues of strategy and operating models

· Securing and maintaining executive sponsorship or “buy-in”

· Understanding the role of leadership in performance excellence: What makes a leader when it comes to continuous process improvements?

· How much do leaders have to know about process excellence to be effective at leading improvements in their businesses?

Leslie Behnke Vice President, Process Improvement and Service Quality TD Bank

Russell Danziger Senior Vice President, Global Project Management Office Guy Carpenter


9:30 Lean vs. Six Sigma: Innovations in Certification Paths at UBS

· Overview of the UBS PEX Way: what / who / how / how much, etc.

· Impact on curriculum and certification paths: Lean vs Sigma, what we call it, what we might teach

· Outline of new revised curriculum

· Overview of harmonized job titles

· Revised certification paths

Julian Ybarra Head of Business Design and Effectiveness, US UBS

10:15 Networking Break

10:45 Dynamic regulation, dynamic organization, dynamic processes: Leveraging BPM in the new regulatory climate

· Uniting disparate technologies to create a coherent, efficient compliance architecture

· Restructuring data flows to increase control and compliance

· Assessing the impact of proposed process changes in order to prevent greater operational risk

· Adopting a process-driven approach to data management and the execution of compliance practices to ensure that all appropriate checks and audit trails are in place and can be carried out in a streamlined, automated fashion

· Increasing process integration and automation to

· Improve accountability

· Increase management visibility is increase

· Enforce compliance policies

· Improve alerts and audit trails

11:30 Achieving your full operational potential: Unlocking hidden value post acquisition

· De-layering and increasing the span of control post acquisition

· Developing an aligned, enterprise-wide improvement strategy, deployment plan and implementation approach

· Creating an operational excellence framework that includes expense management techniques aimed at delivering year over year productivity improvements

· Identifying, prioritizing, and deploying the right corrective improvement efforts to create maximum operational value quickly post acquisition

· Identifying high impact opportunities for improvement including streamlining process/information movement and flows

John Martino Executive Director, Operational Excellence and Integration Aetna

12:15 Networking Luncheon

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STREAM A:OPEX Tools, Technologies and Frameworks

STREAM B:Leadership, Culture and Change Management

Stream Chair: Eric Michrowski, COO and Head, Americas and Europe, Sentis

1:15 Identifying performance gaps and decomposing your processes to accelerate business performance · Identify and attract critical competencies, qualifications and specialized knowledge

required to ensure operational readiness · Build a strong employee communication and development plan to successfully transition

legacy administrative staff into a centralized environment · Create an organizational structure that drives accountability, responsiveness and growth

Implementing changes in leadership thinking and behaviours to effectively embrace and support organizational transformation · Why process improvement can be really easy: securing executive support the right way · What keeps OpEx professionals in employment · Identifying the key management hurdles and beliefs that can prevent improvement · Steps to take to fix the problem, including training, change management and stake holder

engagementTonja Summitt COO, Global Operational Excellence and Business Operating System Ingersoll Rand

2:00 Linking business and real time operational intelligence into BPM platforms for greater awareness and customer responsiveness · Securing the financial support you need by demonstrating that BPM is a key driver for

building better business capabilities · Selecting the vendor

· Reducing BPM implementation costs by developing a comprehensive requirements strategy

· Creating a checklist to ensure your requirements are fit-for-purpose for the project you have in mind

· Structuring the BPM support and governance model to ensure sustainability and enhance value

· Application delivery: How does BPM change the development lifecycle (skill sets, requirements, time commitment, administration, design shifts)?

Building the Process Transformation Capabilities of the Future: What Skills? What Roles? · What does a 21st century practitioner look like? · Understanding the power of human capital for operational excellence · What skills / what roles are required in the future? · Optimising your resources: effective productivity benchmarking · Working with remote teams · Develop a more self sufficient operational excellence infrastructure through training, new

systems and on going management · Create networks of excellence and enable knowledge transfer to maximise process

excellenceShari Marakowitz Senior Vice President, Senior Communications Manager, Enterprise Finance Transformation Program Bank of America

2:45 Building an integrated OPEX framework that makes sense for your organization: Blending tools to achieve greater results · Why performance improvement is not one size fits all · Rethinking the approach

· Understanding the “Why” and ‘What” to determine the “How” · Blending different tools and methodologies for performance improvement · Identifying what each tool has to offer and whether its right for your business · Defining the ‘role’ of the CI team – why the business needs to own business excellence

· Understanding how an integrated business framework can be used as a platform for business improvement

· Finding the right ‘blend’ for your organization to drive engagement and adoptionLeslie Behnke Vice President, Process Improvement and Service Quality TD Bank

Process Governance: Critical considerations for sustained execution excellence · Successfully modelling system wide process governance: How to govern an business

excellence program across multiple internal departments and geographies · Building the most compelling case for deeper process focus · Getting leadership to focus on process governance · Making decisions: who has decision making rights, responsibility, accountability? · Defining the responsibilities of process owners · Training your line owners to create the infrastructure to achieve and sustain continuous

improvement · Integrating knowledge management into the enterprise: Making knowledge flow through

knowledge connections Tiffany Hunt Vice President, Business Transformation Office Nationwide Insurance

Main Conference Day One Continued Tuesday, March 10, 2015


3:30 Solution Insight Session in the Innovation Hall

Take advantage of this structured learning opportunity to hear from the technology, services and solutions experts that have the answers to your specific process improvement implementation or integration challenges. You will have the opportunity to hand-pick from our leading-edge services and solution providers which presentations you wish to attend - then you’ll have 5 minutes with up to 5 providers to hear directly from them on how they can support your business challenges. This unique session allows you to find out - within just 5 minutes – whether your company can benefit from a future business relationship with a specific provider.


4:15 Striking a balance: Encouraging innovation to create a pull for improvement while driving change · Linking innovation to strategy

· Why innovation is the new pace of process

· What organizational structure best supports innovation?

· How to design, deliver and drive process projects at the pace that the business demands

Russell Danziger Senior Vice President, Global Project Management Office Guy Carpenter


David Hadd Senior Vice President, Corporate Continuous Improvement Webster Bank

5:00 Day One closing remarks and Conference Adjourns

Main Conference Day One Continued

Networking cocktail’s reception for conference attendees, speakers and sponsors

“Great event for industry trends and networking!” Sr. Director, Morgan Stanley

“Very thought provoking and provided great guidance and validation on the direction our organization is heading both from a Risk Management and Lean Six Sigma perspective.”Head of Risk Due Diligence, Discover Financial Services

Did you hear the buzz from our 2014 Summit? Take a look at what attendees had to say!“ This was very valuable as we are undertaking a very similar exercise at Moody’s. It was good to see where other organizations are in their process excellence journey.” Vice President, Moody’s Investor Services

“Very good event - exceeded my expectations!”Vice President, Process Management and Improvement, Assurant

“Great learning and networking!” Julian Ybarra, Head of US Process Excellence, UBS


Main Conference Day Two Wednesday, March 11, 2015

7:30 Check In

8:30 Chairman’s Opening Address

8:45 System wide process governance: How to govern an OE program across multiple business entities, departments and geographies

· Large-scale business transformation vs. OPEX on a project by project basis:

· what’s required for enterprise-wide implementation?

· creating the framework

· Re-engineering end-to-end, customer facing processes: connecting the dots between strategy, process, operations and IT

· Ensuring collaboration between functions and process-owners to ensure coherent and effective integration of systems

· Using Business Analytics (Workforce Management and Performance Measures) as a catalyst for driving cross business optimization

· Using process-centric analysis to eliminate bottlenecks by focussing on end-to-end process and flow

· Crossing the boundaries of functional silos to achieve cross-functional collaboration with increased transparency and process optimization

· Removing costly and inefficient variation by deploying standardised processes and systems across the organization that retain the flexibility to adapt to varying levels of maturity

Panelists:

David Palmieri Managing Director - Head of Reengineering Strategy / Continuous Process Improvement BNY Mellon

Shari Marakowitz Senior Vice President, Senior Communications Manager, Enterprise Finance Transformation Program Bank of America

9:30 Making BPM success happen: Enhancing process visibility, data capture and control and workflow management · The management imperatives and impediments in today’s service society

· The role of BPM is achieving customer satisfaction and performance excellence

· Starting a BPM journey from the outside-in

· Defining and delivering value from the start

· Understanding the core BPM disciplines importance of a continuous improvement program

· Overcoming the biggest risk to success - continuous engagement of all stakeholders

· Making the cultural shift as part of an incremental organizational transformation program

Angie Kennard SVP, Operations, Enterprise Business Transformation Marsh


10:45 Connecting operational data and business data to drive breakthrough business performance

In an ideal world, processes and data would flow effortlessly throughout an organisation. Everyone would know where they fit into the bigger picture and have transparency over what’s happening in real time. But the reality is that most companies remain saddled with complex hierarchical structures and a technical infrastructure that allows data to collect in information silos. Nobody can get a view of the overall picture and processes frequently break down to the dismay of your customers.

· Ensuring collaboration between functions and process-owners to ensure coherent and effective integration of systems

· Aligning your BPM strategy with your IT strategy to optimize and automate your critical processes

· Which organisational structures work to eliminate the silo mentality?

· How can you encourage and reward process ownership?

· How can you get your organisation to look holistically at end to end processes from the perspective of your customer?

11:30 Applying psychology in the workplace: An HSBC case study · Applying behavioural science to improve motivation and increase discretionary effort

· Linking results to behaviour

· Case Study

Nantha Subramanian‎ Global Head of Process Re-Engineering HSBC

12:15 Networking Lunch

Ashley Chapman Senior Vice President, Middle Office Leader Marsh


1:15 Agile business intelligence: Using BI and Analytics to support business strategy and drive new revenue

· Demystifying big data with data discovery and rapid prototyping

· Increase value add and revenue streams via enterprise data integration

· Delivering meaningful information insights at speed!

· Driving engagement through collaborative BI delivery

2:00 How would your customers rate the effectiveness of your Operational Excellence program?

· Discover how to establish a customer-driven Operational Excellence program

· Use the customer journey to organize your business processes the way a customer experiences them

· Prioritize improvement efforts based on Voice of the Customer input

· Transform traditional process metrics into measures that matter to customers

· Get your co-workers using the same customer mindset in the way they solve problems and make decisions

Dietrich Fisher SVP, Business Transformation and Process Strategy BBVA Compass

2:45 Mapping your vision for Operational Excellence: Critical considerations sustained execution excellence

This interactive closing session will be led by our event Co- Chair’s and will give you the opportunity to reflect on what you’ve heard over the past two days and consider the key takeaways you can begin using back at the office tomorrow.

The session will all you to consider key requirements for sustained OE success, where you feel gaps exist within your own program, and what action you will take to address the gap.

· Strategy: Vision, Key business Drivers, Set up, Process, Organization, Tools, Governance, Change Plan

· Priorities: Define priorities, alignment to strategy, optimal mix, creates intended outcomes, roadmap in place, improvements identified?

· Capabilities: How does your group stack up? Do you have the skill sets to deliver results and do you have the resources and support?

· Performance: How is you plan delivering against the promise? Do you have the processes, organization, tools and governance, have you assessed the gaps and created a plan for the mid-course correction?

· Capacity: Do you have the appetite, commitment and talent to deliver? Do you have the right people and hands to execute?

3:30 Chairman’s Summary and Close of Conference

The Operational Excellence in Financial Services Summit is attended by senior Process, BPM and Operations Professionals from the financial services industry, bringing together buyers and suppliers in one location.

Focused and high-level, the event will be an excellent platform to initiate new business relationships. With tailored networking, sponsors can achieve the face-to-face contact that overcrowded trade shows cannot deliver. Exhibiting and Sponsorship options are extensive, and packages can be tailor-made to suit your individual company’s needs. Most packages include complimentary entry passes, targeted marketing to industry officials and executives, and bespoke networking opportunities.

Other features of sponsorship include:

· Prominent exhibition space in the main conference networking area

· Participation in comprehensive pre-event marketing campaigns

· Tailored marketing strategies to suit your organisation’s size, capabilities and individual requirements

For more information and to discuss the right opportunity, contact us on +44 (0)207 368 9300 or [email protected]

Main Conference Day Two Continued

Maximise Your Involvement: Sponsorship and Exhibition Opportunities


Sponsorswww.sentis.com

Sentis is a global Management Consulting firm that partners with clients to drive significant and sustainable improvements in operational performance. Our offerings are distinguished by our ability to blend top-tier Process Excellence capabilities with the application of proven insights from Neuroscience and Psychology to generate faster and better results using less capital and fewer resources. Our innovative methods have created high-trust, long-term client relationships worldwide. Since 2003, we have helped over 100 companies and positively impacted more than 90,000 people. Our clients have realized quantified gains in their performance and we have received numerous awards, including recognition for innovation, customer relationships and as a great place to work.

www.signavio.com

Signavio is the leading BPM software solution provider – helping your organization achieve operational excellence. The Signavio Process Editor is a cloud-based solution, featuring technical innovations ranging from customizable modeling conventions to easy integration with EA applications. The truly collaborative solution is BPMN 2.0 compliant and engages everyone in process design. Improve process performance with easy-to-use features like Simulation and QuickModel – process modeling so simple, no BPM experience is required! Today, more than 600 companies worldwide trust Signavio to help improve business performance. Register at www.signavio.com for our free 30-day trial. What’s there to lose, except a little inefficiency?

Associate Sponsors:

Exhibitor:

Premier Sponsor

Media Partners:

Free Industry ResourcesAbout PEX Network

Website: www.processexcellencenetwork.com | Phone: 1-646-454-4559

Become a member of Process Excellence Network and receive complimentary access to resources that will keep you at the forefront of industry change. You will receive access to our growing library of multi-media presentations from industry leaders, an email newsletter updating you on new content that has been added, free aggregated news feed from over 1000 global news sources tracking your industry and special member only discounts on events. Become a member here: www.processexcellencenetwork.com/join.cfm

You can access a variety of free resources such as whitepapers, articles, news, podcasts and presentations online at www.pexnetwork.com

www.appian.com As the market leader in modern Business Process Management (BPM) software, Appian delivers an enterprise application platform that unites users with all their data, processes, and collaborations – in one environment, on any mobile device, through a simple social interface. On-premise and in the cloud, Appian is the fastest way to deliver modern business applications. For more information, visit www.appian.com.

www.activeops.us.com

Active Operations Management is an innovative approach to operations management, focusing front-line managers and their staff on the achievement of quality and service levels at the optimum cost. AOM transforms the typical top-down, data-driven, command-and-control management style into a collaborative, method-driven, bottom-up culture, where good decisions are made daily at the heart of the operation. The AOM Method empowers managers to drive performance improvements and is a firm foundation for other business improvement programs. AOM Skills equip managers with the relevant competencies and behaviors to actively manage their staff at an individual level, make better informed decisions, and provide a framework for effective communication and feedback. AOM Tools convert data into information and, together with the AOM Method, provide skilled managers with the intelligence and ability to make confident decisions. Clients achieve a minimum 10% productivity improvement within 12 months guaranteed!

www.igrafx.com

iGrafx process management and analysis solutions empower organizations to achieve maximum performance. iGrafx captures and communicates the alignment of strategy, people, processes and technology, and unites the entire organization around delivering business value. iGrafx delivers strategic and operational decision support to enable our customers to become and remain world class competitors.

www.emc.com

EMC Corporation is a global leader in enabling businesses and service providers to transform their operations and deliver IT as a service. Through innovative products and services, EMC accelerates the journey to cloud computing, helping IT departments to store, manage, protect and analyze their most valuable asset — information — in a more agile, trusted and cost-efficient way. Additional information about EMC can be found at www.emc.com/ecm.

www.onit.com

Onit was formed by legal software industry experts Eric M. Elfman and Eric A. Smith, co-founders of Datacert, a leading provider of enterprise spend management software. Launched in early 2010, Onit deploys Smart Process Apps to simplify business process automation and improve business productivity across all departments and industries. The Onit App Builder allows business users to drive efficiency and productivity by combining business process management, project management and information management into one easy to use tool so the user can create their own Onit Apps without having to rely on IT for support.

Businesses have processes for everything -- whether it’s hiring a vendor or law firm, terminating an employee, submitting a contract for review, requesting a trademark request, obtaining an NDA, etc. Most of these processes are manual, paper intensive and cumbersome. With Onit Apps, processes are automated in a few clicks, responsible parties are notified immediately, and data collection is centralized. Onit doesn’t require any software to download or resources from IT. For more information, visit www.onit.com or contact 1-800-461-8483.


*IQPC reserves the right to determine who is considered an End-User or a Vendor upon registration for an event. Those who are determined a vendor will be denied access to End-User pricing. These prices are featured as a limited time only promotion. IQPC reserves the right to increase these prices at its discretion.

Please note multiple discounts cannot be combined. A $99 processing charge will be assessed to all registrations not accompanied by credit card payment at the time of registration.

MaKE CHECKS PayaBLE In U.S. DOLLaRS TO: IQPC

*CT residents or people employed in the state of CT must add 6.35% sales tax.

Team Discounts: For information on team discounts, please contact IQPC Customer Service at 1-800-882-8684. Only one discount may be applied per registrant.

Special Discounts Available: A limited number of discounts are available for the non-profit sector, government organizations and academia. For more information, please contact customer service at 1-800-882-8684.

Details for making payment via EFT or wire transfer: Bank-HSBC Account # 002-385-007-001 SWIFT Code HKBCCATT IQPC: 937332641 ABA/Routing #: 021000021 Reference: 11395.009

Payment Policy: Payment is due in full at the time of registration and includes lunches and refreshment. Your registration will not be confirmed until payment is received and may be subject to cancellation.

For IQPC’s Cancellation, Postponement and Substitution Policy, please visit www.iqpc.com/cancellation

Special Dietary Needs: If you have a dietary restriction, please contact Customer Service at 1-800-882-8684 to discuss your specific needs.

©2014 IQPC. All Rights Reserved. The format, design, content and arrangement of this brochure constitute a trademark of IQPC. Unauthorized reproduction will be actionable under the Lanham Act and common law principles.

Registration, Pricing and Venue Information EASY WAYS TO REGISTER

www.opexinfinancialservices.com

1-800-882-8684 or 1-646-378-6026

[email protected]

212-973-1042

IQPC 535 Fifth Avenue, 8th Floor NY, NY 100017

Location & Lodging Information

This event will be held in New York, NY. As soon as a specific venue is confirmed we will post the information online. If you would like to be notified via email as soon as the information becomes available please email [email protected] with the following subject line: “Please keep me updated about venue confirmation for OPEX FS NY - 11395.009”.

5Package Options For In-house Process Excellence Professionals networking Pass Economy Pass

Standard Price $2,999 $2,299

What’s included? networking Pass Economy Pass

Main Conference (Day 1 & Day 2)

Access to conference presentations post-event via our B2B Shop at www.b2biq.com

Access to workshop day x

Drinks reception & networking (Tuesday March 10th, 2015) x

Solution Providers & Consultants

Standard Price - Conference Only Pass $3,349

A la Carte - Add to any packages or purchase separately

Workshop Day only $799

Conference presentations on B2B Shop at www.b2biq.com only $799

Team Discounts

Team of 4 10% on any ticket



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