Day One: June 6

9:45 am - 10:15 am EST Intelligent Continuous Improvement: Optimizing Business Process Management with AI

Daniel Moore - SVP Claim Shared Services, CNA Insurance

SSON Research & Analytics reports that only 27% of surveyed members list Artificial Intelligence as an investment area for 2023, yet 87% have listed end-to-end process transformation as a top priority. In conversation with Dan Moore, SVP Claim Shared Services at CNA Insurance, this conversation will discuss why SSOs should consider AI THE investment area for 2023 if they’re looking to improve and streamline business processes. This session will discuss: 

  • Common use cases for AI in business process management 
  • How AI can help improve decision making in business process management 
  • How Dan is utilizing AI to augment human talent in claims at CNA 


This session is eligible for CPEs

Field of Study: Business Management & Organization – Non-technical 

Count: 0.6 CPEs

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Daniel Moore

SVP Claim Shared Services
CNA Insurance

10:30 am - 11:00 am EST Panel Discussion: Preventing Change Fatigue in Stakeholders During Long-Term Projects

Shelly Blakeman - Principal, Change Management, DELTA DENTAL
Sigra Sharma - Regional Head Process Improvement - Continental Europe and the UK, SLB

Managing multiple stakeholders in long-term projects like an SAP migration can be difficult. When there’s no end in sight, change fatigue can set in and engagement can drop quickly. This session will discuss how to not just prevent this, but to also engage stakeholders in the long-term with the right communication and prioritization. It will cover: 

  • Understanding the business problem to be solved for - and ensuring all stakeholders agree 
  • Establishing a culture of iterative improvement over one far-off goal 
  • Winning over stakeholders from the start with quick successes 


This session is eligible for CPEs

Field of Study: Business Management & Organization – Non-technical 

Count: 0.6 CPEs

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Shelly Blakeman

Principal, Change Management
DELTA DENTAL

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Sigra Sharma

Regional Head Process Improvement - Continental Europe and the UK
SLB

11:15 am - 11:45 am EST Fireside Chat: Maximizing ROI from a Single FTE with the Right Metrics

Claire Grosjean - Former Managing Director - Lead Program & Change Management, Workforce Planning and Intelligent Process Automation, SVB

Are your employees reaching their maximum potential? It can be difficult to answer that when KPIs often track output over outcome. What’s more, it can be surprisingly tricky to have a baseline for how many FTEs it takes to support shared service operations. Join Claire Grosjean, Managing Director, ADAPT (Analytics, Digital Automation and Program Team), Global Ops & Servicing for SVB to discuss the most pressing questions facing workforce management:  

  • How do you get more ROI from a single FTE? 
  • How do you provide visibility into FTE utilization to allocate and meet capacity? 
  • How can standards be recorded, centralized and templated for better reporting using dashboard technology? 


This session is eligible for CPEs

Field of Study: Business Management & Organization – Non-technical 

Count: 0.6 CPEs

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Claire Grosjean

Former Managing Director - Lead Program & Change Management, Workforce Planning and Intelligent Process Automation
SVB