Main Conference Day One - Tuesday, June 25, 2024


7:30 am - 8:30 am CST REGISTRATION & NETWORKING BREAKFAST

After signing in at the Registration Desk, kick off your event experience by joining your peers for a delicious breakfast and lively conversation.

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Jules Miller

Executive Producer & Senior Market Analyst
SSON

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Marie DiTrapani

Vice President & Principal Market Analyst
SSON

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Glen Stambone

Six Sigma Master Black Belt & Director, Project Management Office
BOEHRINGER INGELHEIM

To ensure a competitive edge, most organizations are in full throttle mode of planning or implementing a wide array of digital and business transformation initiatives, across the business as well as on a functional level. However, with technology advancing at record speed, C-Suites are finding they need to develop their long-term digital and business transformation strategic plans much earlier than its standard timeline. Better understanding their mid and long-term strategic objects and how they intend to accomplish them undoubtable effect current, near-term, and long-term automation and business transformation initiatives, on a program buy-in, investment, and support basis. That said, before moving forward with your own automation and business transformation projects, may they be at a silo or functional level, hear their thoughts on the subject so you can align your programs with theirs, and in turn focus your attention and budgets towards projects that are aligned with your organizationโ€™s mid and long-term objectives.

In this session, a variety of C-Suites will be asked the below questions:

  • Which areas of the business have you found automation and generative AI have the potential to provide the greatest business outcomes?
  • Which automation and generative AI technologies do you feel are worth the short, mid, and long-term investment?
  • What are your core objectives with respect to utilizing intelligent automation and generative AI for your respective functional area?

IA Maturity Level: All & Various

Lines of Business Functional Focus: Business-Wide

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Richard Mackey

Chief Technology Officer
CCS MEDICAL

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Rameshwar Balanagu

Chief Enterprise Architect
UNFI

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Rob Teel - NEW

Chief Technology Officer
STATE OF OKLAHOMA

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Angela McKeirnan - NEW

Director, Supply Chain Product Lifecycle Management
SOLENIS

9:15 am - 9:20 am CST TRANSITIONAL BREAK

9:20 am - 9:50 am CST CLIENT USE CASE: JUST BECAUSE YOU CAN, DOESNโ€™T MEAN YOU SHOULD. THE ART OF APPLYING IA TO VALUE-RICH PROCESSES FOR MAXIMUM RETURNS

Mitch Bottel - NEW - Technical Operations Supervisor, SUTTER HEALTH
Mike Kettela - NEW - Application Analyst, SUTTER HEALTH
Cedwyn Bachman - Senior Account Executive, C TWO

We all want to automate as much as possible. But sometimes in the haste to simplify work with automation, teams end up creating more complexity and operational support challenges that limit a CoEโ€™s potential to scale. The team at Sutter Health has learned over the years that automation isnโ€™t a quick fix or one-solution-fits-all answer. Instead, they take a critical approach to selecting processes that will deliver the greatest value to the organization.

In this Use Case session, topics of discussion will include, yet will not be limited to:

  • Simplicity: Evaluating not only what to automate but also how to ensure sustainable support on the back end
  • Performance: Harmonizing the perspectives of developers, operational support teams, and business owners to maximize overall value
  • Experience: Identifying what alleviates team stress to prevent burnout and promote long-term success

 

IA Maturity Level: All & Various

Lines of Business Functional Focus: Business-Wide



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Mitch Bottel - NEW

Technical Operations Supervisor
SUTTER HEALTH

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Mike Kettela - NEW

Application Analyst
SUTTER HEALTH

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Cedwyn Bachman

Senior Account Executive
C TWO

9:50 am - 9:55 am CST TRANSITIONAL BREAK

Most organizations are in full throttle mode of planning or implementing a wide array of digital and business transformation initiatives, across the business as well as on a silo functional level. In turn, most organizations have an increased number of stakeholders being touched in some way by automation programs, and/orโ€ฆ.are actively working on them for their respective focus area within their organization. 

With automation programs being equally driven and managed by a wide array of stakeholders and functional areas, such as from the C-Suite, senior-level technology executives, as well as from digital and business transformation, process improvement, operations, IT, automation, and most functional areas, and again, equally, thereโ€™s no wonder most executives working on automation programs feel thereโ€™s a profound underlying flaw in the automation program roll out system. As a by-product result, silo dynamics tend to sprout up, whereas breaking down said silos tend to get in the way of rolling out impactful automation programs in a smooth and effective manner.

In this session, topics of discussion will include, yet will not be limited to:

  • Establishing clear expectations for how departments will work together, with respect to sharing data, collaborating on projects, resolving conflicts, and much more
  • Methods to establish a culture of effective cross-functional and varying team communication and collaboration
  • Technology solutions that could offer a comprehensive view of diverse automation projects, pinpointing areas for cohesive collaboration

IA Maturity Level: All & Various

Lines of Business Functional Focus: Technology, Operations & Enterprise-Wide

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Deji Adedayo - NEW

Intelligent Automation Lead & Product Owner
GORDON FOOD SERVICE

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Chris Montgomery - NEW

Digital Finance Leader
THERMO FISHER SCIENTIFIC

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Sangram Dhumal - NEW

Director, Intelligent Automation & Data CoE
OXFORD PROPERTIES

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Maxim Ioffe

Director, Global Intelligent Automation CoE
WESCO DISTRIBUTION

Generative AI is a powerful form of intelligent automation technology that has the potential to significantly transform how organizations operate and how their workforce work, creating new opportunities for innovation, efficiency, and enhanced business opportunities and outcomes.

In this session, topics of discussion will include, yet will not be limited to:

  • What is it and what are the different types of generative AI tools
  • Potential use cases
  • Exploring various generative AI tools, to align with potential functional areas, objectives, use cases, and program roll-out budgets
  • Integrating generative AI tools with legacy systems โ€“ challenges and solutions

IA Maturity Level: Early Adoption & Various

Lines of Business Functional Focus: Technology, Operations & Business-Wide

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Ramnath Natarajan - NEW

Director of Information Technology, Intelligent Automation CoE
JOHNSON CONTROLS

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Benjamin Coblentz

Data and Technology Manager
AMERICAN FAMILY INSURANCE

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Sundar Athinarayanan - NEW

Director, Generative AI Product Management
UPS

10:25 am - 10:55 am CST DEMO DRIVE & NETWORKING BREAK

Enjoy some light snacks and beverages while meeting up with your automation peers โ€“ and be sure to take part in the very engaging and highly informative Intelligent Automation Demo Drive โ€“ so to maximize your time and efforts in meeting with some of the leading automation solution providers. 

TALENT MANAGENT

10:55 am - 11:25 am FIRESIDE CHAT: DEVELOPING & MANAGING IMPACTFUL IA TALENT RECRUITMENT, RETENTION & UPSKILLING INITIATIVES


Brian Dudiak - NEW - Director, Process Automation, PAYLOCITY
Benjamin Coblentz - Data and Technology Manager, AMERICAN FAMILY INSURANCE

Itโ€™s never been easy to recruit and retain top IA talent โ€“ and with so many organizations in full throttle mode of planning or implementing digital transformation rollouts, itโ€™s even more difficult to ace the IA program increased demand and IA workforce supply shortage seesaw.

In this session, topics of discussion will include, yet will not be limited to:

  • Developing innovative workforce recruitment and retainment initiatives
  • Exploring various workforce engagement programs and how they can reduce employee turnover and increase productivity, engagement, and employee job satisfaction
  • Identifying internal workforce candidates that have the potential to be IA Champions, and/or spearhead silo Citizen Development programs

IA Maturity Level: All & Various

Lines of Business Functional: HR, Operations, Technology & Business-Wide

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Brian Dudiak - NEW

Director, Process Automation
PAYLOCITY

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Benjamin Coblentz

Data and Technology Manager
AMERICAN FAMILY INSURANCE

FINANCE

10:55 am - 11:25 am USE CASE: EVALUATING CUSTOMER BEHAVIOR โ€“ MAKING SELF-SERVICE TECHNOLOGIES EASIER THAN CALLING
Jaya Kandaswamy - NEW - Senior Vice President, Product, Technology & Innovation, CITY NATIONAL BANK

Customers increasingly crave self-service options, but clunky interfaces and complex processes can leave them frustrated and reaching for the phone. This session dives into the science behind customer behavior and explores strategies to make self-service technologies truly user-friendly. By analyzing real-world data and case studies, we'll uncover what motivates customers to choose self-service and identify pain points that push them towards human interaction. 

 

In this session, topics of discussion will include, yet will not be limited to: 

 

  • Understanding the psychological factors influencing customer self-service adoption 
  • Identifying common roadblocks that derail the self-service experience 
  • Learning data-driven strategies to simplify interfaces and processes 
  • Discovering innovative design principles that minimize customer effort 
  • Exploring real-world examples of successful self-service implementations 


IA Maturity Level: Maturing & Scaling

Lines of Business Functional Focus: Finance, Technology, Operations & Business-Wide

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Jaya Kandaswamy - NEW

Senior Vice President, Product, Technology & Innovation
CITY NATIONAL BANK

OPERATIONS & PROCESS IMPROVEMENT

10:55 am - 11:25 am ENHANCING OPERATIONAL EFFICIENCY THROUGH ARTIFICIAL INTELLIGENCE
Manish Motiramani - NEW - Director, Advanced Analytics, Global Operations & Supply Chain, MEDTRONIC

In an era where technology rapidly evolves, understanding the intersection of artificial intelligence (AI), machine learning (ML), and process improvement becomes crucial. Join us for an engaging session that delves into practical applications of AI and ML in optimizing operations and enhancing efficiency. 

  

What Youโ€™ll Learn: 

  • Uncover the essence of AI and its subset, ML. 
  • Dive into narrow AI (task-specific) and the elusive concept of general AI (human-like intelligence). 
  • Shed light on the training process behind ML models. 
  • Delve into the various categories of algorithms and discover their business applications. 
  • Explore how machines can create content, decipher documents, and do more. 


IA Maturity Level: All & Various  

Lines of Business Functional Focus: Business-Wide 

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Manish Motiramani - NEW

Director, Advanced Analytics, Global Operations & Supply Chain
MEDTRONIC

Before any functional area process or processes can be automated, there are many steps that must be taken first and as a team collaboration between automation teams, the functional area in need of an automation roll-out, as well as many other parties, such as governance and oversight, IT, audit, and much more, so to ensure program feasibility prior to launch.

In this session, topics of discussion will include, yet will not be limited to:

  • Which areas of the business need to get involved, so to help identify which processes can or should not be automated
  • What needs to be identified, reviewed, and analyzed prior to an automation program roll-out
  • Effectively collaborating with various functional area leaders to determine if a potential automation program meets the required technical, infrastructure, workforce, audit, governance, and other business requirements
  • How to determine which processes would provide the greatest business outcomes and ROI

IA Maturity Level: Early Adoption & Various

Lines of Business Functional Focus: Technology, Operations, Technology, Process Improvement & Business-Wide

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Kara Chaney - NEW

Intelligent Automation Analyst
MARCUM

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Dennis Culver, Jr. - NEW

CPA, Vice President, Performance Improvement
BLUECROSS BLUESHIELD OF TENNESSEE

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Glen Stambone

Six Sigma Master Black Belt & Director, Project Management Office
BOEHRINGER INGELHEIM

TALENT MANAGENT

11:25 am - 11:55 am FIRESIDE CHAT: LOOKING WITHIN FOR AUTOMATION TALENT - CITIZEN DEVELOPMENT & CHAMPION PROGRAMS
Matthew Muphree - Assistant Vice President, Employee Technology & Enablement, GM FINANCIAL
Vipin Jain - NEW - Director - Automation Center of Excellence, OMERS

Citizen Development and Champion programs have proven to be effective solutions to the shortage of automation talent in recent years. However, the ease with which non-technical workforces can create workflow apps comes with inherent risks, and strong governance is crucial to ensure that the benefits outweigh the risks. Nevertheless, if set up properly, Citizen Development and Champion programs can significantly reduce a wide array of automation workforce pain points.

In this session, topics of discussion will include, yet will not be limited to:

  • The importance of governance and CoE involvement, and determining who should take ownership of the programs
  • Avoiding pitfalls such as inefficient workflows, process logic errors, poor design, redundancy, and insufficient business impact
  • Identifying and upskilling workforces to become Citizen Developers and automation Champions โ€“ and how to effectively develop and manage said programs

IA Maturity Level: All & Various

Lines of Business Functional Focus: HR, Operations & Business-Wide

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Matthew Muphree

Assistant Vice President, Employee Technology & Enablement
GM FINANCIAL

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Vipin Jain - NEW

Director - Automation Center of Excellence
OMERS

FINANCE

11:25 am - 11:55 am FIRESIDE CHAT: RPA, DATA ANALYTICS AND VARIOUS AUTOMATION TOOLS TO DETECT & PREVENT FINANCIAL FRAUD
Claire Grosjean - NEW - Former Managing Director, Analytics, Digital Automation & Program Team - Global, SVB
Rahul Trivedi - Vice President of Operations, TRANSUNION

Financial fraud is a major problem that costs businesses and individuals billions of dollars each year. In recent years, fraudsters have become increasingly sophisticated in their use of technology, making it more difficult for banks to detect fraud. Attend this use case session to learn how to utilize RPA, data analytics, data mining, and a variety of automation tools to detect and prevent financial fraud.

In this session, topics of discussion will include, yet will not be limited to:

  • How RPA can automate repetitive tasks, such as collecting data from different sources and entering it into a data analytics tool
  • Data analytics tools that enable finance to analyze large amounts of data, so to identify patterns and anomalies
  • Data mining to identify patterns and trends in large datasets of customer transactions
  • Machine learning to identify historical data of fraudulent and non-fraudulent transactions

IA Maturity Level: All & Various

Lines of Business Functional Focus: Finance, Operations, Technology & Much More

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Claire Grosjean - NEW

Former Managing Director, Analytics, Digital Automation & Program Team - Global
SVB

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Rahul Trivedi

Vice President of Operations
TRANSUNION

OPERATIONS & PROCESS IMPROVEMENT

11:25 am - 11:55 am USE CASE: BUSINESS TRANSFORMATION - THEREโ€™S NO ONE SIZE FITS ALL APPROACH
Riad Ardahji - NEW - Master Black Belt, Continuous Improvement (OpEx) & Digital Transformation Leader, DUPONT

Attend this use case session on how thereโ€™s no one size fits all approach when it comes to building and executing impactful business transformation initiatives. Each organization has its unique culture, legacy systems, and DNA. This session will examine the lessons learned from failed business transformation programs, providing valuable insights for organizations seeking to avoid similar pitfalls.

In this use case session, you will learn more about:

  • How organizational culture, employee resistance, and technology limitations can impede business transformation efforts
  • Overcoming challenges that require strong leadership, effective communication, and a commitment to continuous improvement strategies
  • The importance of learning from failure and preparing for future transformations
  • How to increase your chances of success and achieve sustainable growth

IA Maturity Level: All & Various

Lines of Business Functional Focus: Operations, Process Improvement, Much More!

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Riad Ardahji - NEW

Master Black Belt, Continuous Improvement (OpEx) & Digital Transformation Leader
DUPONT

An intelligent automation Center of Excellence (CoE) is a team of experts responsible for the planning, development, implementation, and maintenance of automation solutions within an organization. That said, an automation CoE can play a critical role in helping organizations achieve their various automation objectives. In this session, we'll dive into a real-world use case that demonstrates how to successful startup an impactful automation CoE, so it can in turn provide highly valuable automation programs to the business.

In this session, topics of discussion will include, yet will not be limited to:

  • Defining the organization's overall and various automation strategies and roadmaps
  • Identifying and prioritizing automation opportunities
  • Selecting and implementing the right automation tools and technologies
  • Training and upskilling employees on various automation tools and their use cases
  • Measuring and optimizing the impact of automation
  • Governance and oversight

IA Maturity Level: Early Adoption & Evolving

Lines of Business Functional Focus: GBS, Center of Excellence, Technology, Operations & Much More!

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Tony Liao - NEW

Director, C-OTC Automation
PROCTER & GAMBLE

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Sangram Dhumal - NEW

Director, Intelligent Automation & Data CoE
OXFORD PROPERTIES

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Ramnath Natarajan - NEW

Director of Information Technology, Intelligent Automation CoE
JOHNSON CONTROLS

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Ramana Rao - NEW

Former Director, GBS Digital
NEWELL BRANDS

TALENT MANAGENT

11:55 am - 12:25 pm USE CASE: HOW SUN LIFE FINANCIAL IS LEVERAGING GENERATIVE AI, ARTIFICIAL INTELLIGENCE, AND LLM TO SUPPORT EMPLOYEE EXPERIENCE & OPERATIONAL TRANSFORMATION
Shane Olson - NEW - Assistant Vice President, Global HR Shared Services, Global Talent, SUN LIFE FINANCIAL

In this session, we'll dive into a real-world use case that demonstrates how Sun Life Financial is utilizing generative AI, ML, and LLM (large language models) to support employee experience and their various operational transformation initiatives.

In this use case session, you will learn more about:

  • How they set up their generative AI BETA tests
  • Steps they took to move over many manual processes to automation
  • How they developed their program roadmaps, KPIs, and metrics
  • Result that have experienced thus far

IA Maturity Level: All & Various

Lines of Business Functional Focus: HR & Business-Wide

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Shane Olson - NEW

Assistant Vice President, Global HR Shared Services, Global Talent
SUN LIFE FINANCIAL

Finance reporting is a complex and time-consuming process. It involves collecting, analyzing, and summarizing large amounts of data. By automating finance reporting, organizations can save time and money, improve accuracy, and reduce the risk of human errors. However, with so many automation tools available, understanding which financial reporting processes to automate, and in turn, which automation tools to utilize can be quite challenging.

In this session, topics of discussion will include, yet will not be limited to:

  • Benefits of using automation tools to improve finance reporting
  • Automation tools to collect data from different sources, such as accounting software, spreadsheets, and databases
  • Visual dashboards to effectively communicate financial information to stakeholders
  • Automation tools that can analyze data, generate reports, and identify trends & patterns
  • Data analytics and generative AI for improved financial reporting

IA Maturity Level: All & Various

Lines of Business Functional Focus: Finance, Operations, Technology & Much More!

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Steve Palomino - NEW

Director of Accounting Systems
AMERICAN BATH GROUP

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Chris Montgomery - NEW

Digital Finance Leader
THERMO FISHER SCIENTIFIC

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Emmanuel Lai

Vice President - Intelligent Automation Program Leader
WELLS FARGO

OPERATIONS & PROCESS IMPROVEMENT

11:55 am - 12:25 pm TRANSFORMING BUSINESS INTELLIGENCE WITH GEN AI
Saket Kumar - NEW - Vice President, Consumer Analytics, CITI

Traditional Business Intelligence (BI) can struggle with complex data analysis and extracting actionable insights. Uncovering hidden patterns and generating clear narratives from data remains a challenge for many organizations. This session explores the transformative potential of Generative AI (GenAI) for revolutionizing BI practices. Discover how GenAI can unlock deeper data insights, automate reporting, and empower data-driven decision-making at all levels.

  • Introduction to GenAI in Business Intelligence
  • Technology Integration & Implementation Strategies
  • Applications and use cases
  • Data Story-telling with GenAI for business decisions
  • Skills & Organizational Evolution
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Saket Kumar - NEW

Vice President, Consumer Analytics
CITI

While a seasoned tradesman never blames their tools, thereโ€™s something to be said about using the right tool for the right job. Thereโ€™s certainly a wide array of automation tools to choose from these days and having a keen understanding of their capabilities, restrictions, costs, and benefits is of utmost importance prior to selection and usage.

In this session, topics of discussion will include, yet will not be limited to:

  • Breaking down the differences between nice-to-have versus must-have automation tools
  • Choosing the right automation tools based upon the use caseโ€™s technology, infrastructure, governance and oversight, workforce capabilities
  • Mapping out how different automation toolkits may need to evolve over time

IA Maturity Level: Early Adoption & Evolving

Lines of Business Functional Focus: Operations, Technology & Much More!

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Anoop Prasanna - NEW

Senior Director - Global Responsibility & Leveraged Engineering (& Global Tech C
WALMART

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Kush Pathak - NEW

Vice President, Business Transformation & Strategic Vendor Management
LINCOLN FINANCIAL GROUP

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Maxim Ioffe

Director, Global Intelligent Automation CoE
WESCO DISTRIBUTION

12:25 pm - 1:25 pm CST NETWORKING LUNCHEON

Join your automation peers for lively conversations over lunch.

IDG# 1A: UTILIZING GENERATIVE AI TO UPSKILL WORKFORCES

1:25 pm - 2:05 pm IDG# 1A: UTILIZING GENERATIVE AI TO UPSKILL WORKFORCES
Stefanie Khan - NEW - Director of Business Intelligence & Data Analytics, UPS
  • Providing more tailored learning and development paths for employees
  • Optimized employee training and knowledge exchange

IA Maturity Level: All & Various

Lines of Business Functional Focus: HR & Much More!

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Stefanie Khan - NEW

Director of Business Intelligence & Data Analytics
UPS

IDG #2A: BEST PRACTICES FOR DEPLOYING GENERATIVE AI TOOLS INTO YOUR ORGANIZATION

1:25 pm - 2:05 pm IDG #2A: BEST PRACTICES FOR DEPLOYING GENERATIVE AI TOOLS INTO YOUR ORGANIZATION
Andy Burns - Senior Solutions Consultant, SS&C BLUE PRISM


IA Maturity Level: All & Various

Lines of Business Functional Focus: Business-Wide



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Andy Burns

Senior Solutions Consultant
SS&C BLUE PRISM

IDG #3A: HARNESSING REMOTE SENSING AND AI FOR PREDICITIVE MAINTENANCE AND DATA PRIVACY

1:25 pm - 2:05 pm IDG #3A: HARNESSING REMOTE SENSING AND AI FOR PREDICITIVE MAINTENANCE AND DATA PRIVACY
Jessica Yeats - NEW - Ph.D., Principal Data Scientist, Autonomous Vehicles, NVIDIA
Liladhar Bagad - NEW - Chief Data & Information Officer, INOGEN
  • Predictive Maintenance: Exploring how remote sensing and AI can be employed to predict and prevent product and system failures, enhancing reliability and cost-efficiency.
  • AI Automation and Usage Insights: Utilizing AI to analyze operational patterns and external environmental data to improve system performance and flag quality issues.
  • Data Challenges: Addressing key concerns such as data privacy, integration with existing systems, data accuracy, and data reliability.

IA Maturity Level: All & Various

Lines of Business Functional Focus: Marketing, Technology, Operations & Much More!

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Jessica Yeats - NEW

Ph.D., Principal Data Scientist, Autonomous Vehicles
NVIDIA

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Liladhar Bagad - NEW

Chief Data & Information Officer
INOGEN

IDG #4A: DETERMINING WHICH GENERATIVE AI TOOLS WOULD BE THE BEST FIT FOR YOUR VARIOUS MARKETING OBJECTIVES

1:25 pm - 2:05 pm IDG #4A: DETERMINING WHICH GENERATIVE AI TOOLS WOULD BE THE BEST FIT FOR YOUR VARIOUS MARKETING OBJECTIVES
Sharlene Jenner - NEW - National Senior Vice President of Digital Marketing & Content, AMERICAN HEART ASSOCIATION
  • Examining various generative IA tools 
  • Aligning generative AI tools with marketing objectives 
  • Platform licensing options and pricing 


IA Maturity Level: All & Various

Lines of Business Functional Focus: Technology, Operations & Much More!

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Sharlene Jenner - NEW

National Senior Vice President of Digital Marketing & Content
AMERICAN HEART ASSOCIATION

IDG #5A: STRATEGIES TO SCALE UP AN AUTOMATION CENTER OF EXCELLENCE

1:25 pm - 2:05 pm IDG #5A: STRATEGIES TO SCALE UP AN AUTOMATION CENTER OF EXCELLENCE
Matthew Muphree - Assistant Vice President, Employee Technology & Enablement, GM FINANCIAL
  • Key elements that must be included in a Center of Excellence scaling program roadmap, such as program objectives, identifying potential customers, service delivery models, course of action, technical and workforce requirements, program deadlines, and establishing KPIs/metrics 
  • Governance, oversight, and risk mitigation 
  • Developing effective cross-functional communication and end user engagement strategies 

IA Maturity Level: All & Various

Lines of Business Functional Focus: Technology, Operations & Business-Wide

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Matthew Muphree

Assistant Vice President, Employee Technology & Enablement
GM FINANCIAL

2:05 pm - 2:10 pm CST TRANSITIONAL BREAK

IDG# 1B: UTILIZING GENERATIVE AI TO UPSKILL WORKFORCES

2:10 pm - 2:50 pm IDG# 1B: UTILIZING GENERATIVE AI TO UPSKILL WORKFORCES
Stefanie Khan - NEW - Director of Business Intelligence & Data Analytics, UPS
  • Providing more tailored learning and development paths for employees
  • Optimized employee training and knowledge exchange

IA Maturity Level: All & Various

Lines of Business Functional Focus: HR & Much More!

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Stefanie Khan - NEW

Director of Business Intelligence & Data Analytics
UPS

IDG #2B: BEST PRACTICES FOR DEPLOYING GENERATIVE AI TOOLS INTO YOUR ORGANIZATION

2:10 pm - 2:50 pm IDG #2B: BEST PRACTICES FOR DEPLOYING GENERATIVE AI TOOLS INTO YOUR ORGANIZATION
Andy Burns - Senior Solutions Consultant, SS&C BLUE PRISM
  • Integration Tips: How to seamlessly add generative AI to current workflows 
  • Operational Advice: Best practices for managing AI tools 
  • AI Governance: Ensuring proper oversight and compliance with AI usage 

IA Maturity Level: All & Various

Lines of Business Functional Focus: Business-Wide



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Andy Burns

Senior Solutions Consultant
SS&C BLUE PRISM

IDG #3B: HARNESSING REMOTE SENSING AND AI FOR PREDICITIVE MAINTENANCE AND DATA PRIVACY

2:10 pm - 2:50 pm IDG #3B: NAVIGATING GOVERNANCE CHALLENGES: INSIGHTS AND STRATEGIES
Jessica Yeats - NEW - Ph.D., Principal Data Scientist, Autonomous Vehicles, NVIDIA
Liladhar Bagad - NEW - Chief Data & Information Officer, INOGEN
  • Predictive Maintenance: Exploring how remote sensing and AI can be employed to predict and prevent product and system failures, enhancing reliability and cost-efficiency.
  • AI Automation and Usage Insights: Utilizing AI to analyze operational patterns and external environmental data to improve system performance and flag quality issues.
  • Data Challenges: Addressing key concerns such as data privacy, integration with existing systems, data accuracy, and data reliability.

IA Maturity Level: Maturing

Lines of Business Functional Focus: Technology, Operations & Much More!

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Jessica Yeats - NEW

Ph.D., Principal Data Scientist, Autonomous Vehicles
NVIDIA

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Liladhar Bagad - NEW

Chief Data & Information Officer
INOGEN

IDG #4B: OPTIMIZING YOUR EXISTING AUTOMATION PROGRAMS

2:10 pm - 2:50 pm IDG# 4B: DETERMINING WHICH GENERATIVE AI TOOLS WOULD BE THE BEST FIT FOR YOUR VARIOUS MARKETING OBJECTIVES
Sharlene Jenner - NEW - National Senior Vice President of Digital Marketing & Content, AMERICAN HEART ASSOCIATION
  • Examining various generative IA tools
  • Aligning generative AI tools with marketing objectives
  • Platform licensing options and pricing

IA Maturity Level: All & Various

Lines of Business Functional Focus: Marketing, Technology, Operations & Much More!

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Sharlene Jenner - NEW

National Senior Vice President of Digital Marketing & Content
AMERICAN HEART ASSOCIATION

IDG #5B: STRATEGIES TO SCALE UP AN AUTOMATION CENTER OF EXCELLENCE

2:10 pm - 2:50 pm IDG #5B: STRATEGIES TO SCALE UP AN AUTOMATION CENTER OF EXCELLENCE
Matthew Murphree - Assistant Vice President, Employee Technology & Enablement, GM FINANCIAL
  • Key elements that must be included in a Center of Excellence scaling program roadmap, such as program objectives, identifying potential customers, service delivery models, course of action, technical and workforce requirements, program deadlines, and establishing KPIs/metrics 
  • Governance, oversight, and risk mitigation 
  • Developing effective cross-functional communication and end user engagement strategies 


IA Maturity Level: All & Various 

Lines of Business Functional Focus: Business-Wide 

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Matthew Murphree

Assistant Vice President, Employee Technology & Enablement
GM FINANCIAL

2:50 pm - 3:20 pm CST DEMO DRIVE & NETWORKING BREAK

Enjoy some light snacks and beverages while meeting up with your automation peers โ€“ and be sure to take part in the very engaging and highly informative Intelligent Automation Demo Drive โ€“ so to maximize your time and efforts in meeting with some of the leading automation solution providers. 

This client Use Case session will explore the key elements that would help drive the autonomous enterprises of the future, focusing on value realization from digital transformation initiatives such as automation, and the imperative role of 360ยฐ Process Intelligence to deliver tangible impact. The session will discuss how to navigate real-world examples of leveraging Digital Twins in the modern enterprise and explore how Generative AI is innovating operational intelligence and user productivity. It will also explore how to bridge the gap between potential and actual transformation within your organization. 

In this session, topics of discussion will include, yet will not be limited to: 

  • The missing link in automation discovery and value realization 
  • The Process Intelligence imperative  
  • Establishing a model office for insurance operations powered by Digital Twin 
  • Defining the next frontier of work powered by Generative AI 

IA Maturity Level: All & Various

Lines of Business Functional Focus: Business-Wide



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Vish Sambaiah - NEW

Vice President, AI & Automation Strategy and Enablement
EVEREST

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Christian Berg

Vice President of Product
SKAN.AI

3:50 pm - 3:55 pm CST TRANSITIONAL BREAK

Although automation use cases and program roll outs have increased over the years, many organizations, and their automation and functional area leaders still struggle to accurately measure the ROI of their digital transformation and automation initiatives. This is because every project is unique, with different objectives, technologies, resources, limitation, and budgets. Developing effective digital and automation project roadmaps, metrics, and KPIs to clearly demonstrate their business value isnโ€™t easy, yet it is paramount, so to ensure continued stakeholder buy-in, support, and funding.

In this session, topics of discussion will include, yet will not be limited to:

  • Developing customized metrics and KPIs to measure a variety of digital & business transformation and automation programs โ€“ so to determine the value and impact they offer the business
  • Applying various methods for determining automation program ROI, including cost savings, productivity gains, and much more
  • Communicating effectively with stakeholders about the importance of customized ROI calculations

IA Maturity Level: All & Various

Lines of Business Functional Focus: Technology, Operations & Business-Wide

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Tony Liao - NEW

Director, C-OTC Automation
PROCTER & GAMBLE

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Dennis Culver, Jr. - NEW

CPA, Vice President, Performance Improvement
BLUECROSS BLUESHIELD OF TENNESSEE

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Deji Adedayo - NEW

Intelligent Automation Lead & Product Owner
GORDON FOOD SERVICE

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Angela McKeirnan

Director, Supply Chain Product Lifecycle Management
SELONIS

Generative AI has the potential to revolutionize industries and transform the way we live and work. However, with great power comes great responsibility - and the potential risks of generative AI cannot be ignored, most notably with respect to data governance, privacy, IP, bias, ethics, workforce usage, and much more. That said, before an organization can dive into the generative AI pool on a business level, itโ€™s mission critical to better understand what the risks maybe, so to determine if itโ€™s indeed a technology your organization or functional areas can use at scale, or if silo usage is best at this time.

In this session, topics of discussion will include, yet will not be limited to:

  • Rewards, benefits, and potential
  • Risks โ€“ governance, oversight, audit, compliance

IA Maturity Level: Early Adoption & Various

Lines of Business Functional Focus: Technology, Operations & Business-Wide

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Emmanuel Lai

Vice President - Automation Program Leader
WELLS FARGO

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Duffie Brunson

Director, Enterprise Data Oversight & Academic Lecturer/Faculty Member
FANNIE MAE & VARIOUS UNIVERSITIES

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Vivek Goel - NEW

Chief Artificial Intelligence Strategist
WELLNESS CONNECTION

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Rahul Trivedi

Vice President of Operations
TRANSUNION

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Andrew Enderle

Senior Process Automation & Technology Analyst
AMERICAN FAMILY INSURANCE

4:25 pm - 4:30 pm CST TRANSITIONAL BREAK

4:30 pm - 5:00 pm CST CLIENT USE CASE: REVOLUTIONIZING BUSINESS PROCESSES BY EMBRACING GENERATIVE AI

Garry Capers - NEW - Chief Operations Officer, DELUXE
Eric Bouchard - Vice President, Financial Services & Insurance, UIPATH

It's often said that what you donโ€™t know canโ€™t hurt you, but when managing large amounts of payments on a client-by-client contract level a lack of knowledge can be detrimental. Traditionally, addressing these complexities might require significant manpower. The good news is there is a smarter way forward โ€“ which can be achieved by automating document-centric processes with enhanced AI capabilities, to transform your organizationโ€™s approach to data analysis. By doing so, not only are human errors minimized, but processing times can be dramatically increased, allowing teams to focus on tasks that add greater value. 

Deluxe, a trusted data leader processing more than $3 trillion in payments annually, has epitomized innovation in their day-to-day operations, reshaping workflows and boosting productivity. Through intelligent automation, theyโ€™ve streamlined operations, slashed costs, minimized errors, and increased processing times and capacity. Powered by advanced algorithms and machine learning, their automation bots navigate complexities with agility and precision, adapting to dynamic environments effortlessly. 

In this Use Case session, Deluxe will share their success story, to share light on the below topics:

  • The role of AI and automation in delivering rapid, tangible results and surpassing their goals within a remarkably short timeframe  
  • How they overcame significant data processing barriers 
  • The impact of utilizing AI-integrated data management to enhance their operational effectiveness

IA Maturity Level: All & Various

Lines of Business Functional Focus: Business-Wide



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Garry Capers - NEW

Chief Operations Officer
DELUXE

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Eric Bouchard

Vice President, Financial Services & Insurance
UIPATH

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Glen Stambone

Six Sigma Master Black Belt & Director, Project Management Office
BOEHRINGER INGELHEIM

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Sangram Dhumal - NEW

Director, Intelligent Automation & Data CoE
OXFORD PROPERTIES

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Ramnath Natarajan - NEW

Director of Information Technology, Intelligent Automation CoE
JOHNSON CONTROLS

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Vishal Gattani - NEW

Director
FORTRESS INVESTMENT GROUP

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Vinay Gangidi - NEW

Manager, IT & Intelligent Automation
ANSYS

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Priyatham Minnamareddy - NEW

Director, Digital Transformation & Intelligent Automation
Ocwen Financial

5:15 pm - 6:15 pm CST WELCOME NETWORKING RECEPTION

Join your peers in the Intelligent Automation Innovation Hub to continue your conversations - and to meet with some of the leading automation solution providers

Register Now. Which customer are you?

Conference passes provide access to the Big Idea Stage, Receptions, Meals, the Innovation HUB, and so much more!

Select Your Packages

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Gold

Super Early Bird - Register by January 17, 2025

Main Conference Pass (June 11-12)

  • Breakfast & Lunch Daily
  • Networking Activities
  • Access to Innovation Hub
  • Exciting Keynotes
  • Actionable Tracks
  • Interactive Discussion Groups
  • Access to Event App & Digital Takeaways
  • Access to Solutions Pavillions
Unit Price
$2,999.00 $999.00
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Best Deal

Platinum

Super Early Bird - Register by January 17, 2025

All Access Pass (June 10-12)

  • Workshops & Masterclass Day
  • 1 Off-Site Experience
  • Breakfast & Lunch Daily
  • Networking Activities
  • Access to Innovation Hub
  • Exciting Keynotes
  • Actionable Tracks
  • Interactive Discussion Groups
  • Access to Event App & Digital Takeaways
  • Access to Solutions Pavillions
Unit Price
$3,999.00 $1,499.00
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Gold

Main Conference Pass (June 11-12)

  • Breakfast & Lunch Daily
  • Networking Activities
  • Access to Innovation Hub
  • Exciting Keynotes
  • Actionable Tracks
  • Access to Event App & Digital Takeaways
  • Access to Solutions Pavilions
Unit Price
$3,899.00
Quantity
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