Agenda – 9 July 2024

As operational excellence becomes increasingly vital in financial services, this panel sets the stage for the event by delving into the evolving landscape, highlighting key challenges and emphasizing the importance of data-driven insights for achieving operational agility. Join us as our panel of industry experts share perspectives on collaboration strategies essential for staying ahead in a competitive market.

Key takeaways:

·       Understand the evolution of operational excellence in finance

·       Discuss the key challenges and opportunities in financial operations in 2024

·       Determine the critical data insights which are needed to ensure optimal operational agility

·       Find out the best strategies for collaboration and knowledge-sharing across the industry

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Michael Hill

Editor
PEX Network

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Stephen Donne

Head of Transformation Delivery
The Nottingham

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Rahul Zende

Principal Data Scientist
Navy Federal Credit Union

11:00 am - 11:30 am EST Real-world applications of intelligent automation in financial operations

Rahul Zende - Principal Data Scientist, Navy Federal Credit Union
Georgina Wilczek - Conference Director, PEX Network

For end users, implementing intelligent automation isn't just about technological advancement; it's about real-world impact. In this case study session, join us as we examine how you can leverage automation to streamline processes, reduce manual errors, and empower employees to focus on high-value tasks, so that you can then use these actionable insights for your own successful automation implementation.

Key takeaways:

·       Find out how to improve efficiency and agility through automation

·       Overcome implementation challenges and maximize ROI

·       Learn how to integrate automation effectively into your existing processes and workflows

·       Discover how to empower employees with automation tools for enhanced productivity

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Rahul Zende

Principal Data Scientist
Navy Federal Credit Union

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Georgina Wilczek

Conference Director
PEX Network

11:30 am - 12:00 pm EST Leveraging AI and process excellence modeling for enhanced risk management

Agus Sudjianto - Former EVP, Head of Corporate Model Risk, Wells Fargo
Georgina Wilczek - Conference Director, PEX Network

Artificial intelligence and process excellence modeling are pivotal in modern risk management strategies. In this insightful session, we will explore best practices for implementing AI and advanced process modeling techniques to enhance risk management frameworks. Gain a deeper understanding of how to effectively integrate these technologies into your risk management strategies to mitigate potential threats and optimize operational efficiency.

Key Takeaways:

  • Learn how to design and implement robust risk management frameworks utilizing AI and process excellence modeling
  • Discover advanced strategies for identifying, assessing, and mitigating risks in various operational contexts
  • Gain insights into the integration of AI technologies for predictive risk analytics and proactive risk management
  • Understand the role of process excellence modeling in improving organizational resilience and response capabilities
  • Explore practical examples and case studies demonstrating successful risk management implementations
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Agus Sudjianto

Former EVP, Head of Corporate Model Risk
Wells Fargo

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Georgina Wilczek

Conference Director
PEX Network