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Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES18)

The Largest Premier Gathering of Leadership-Level Industry Leaders & Senior-Executives. The Best Audience. The Most Engaging Event.

Featured Speakers

Mishu Rahman

Mishu Rahman

OpEx and Digital Transformation, US Office of Management and Budget, Executive Office of the President

Biography

Al Faber

Al Faber

President & CEO, Baldrige Foundation

Biography

On July 14th, 2014, Al Faber was named President and CEO of the Baldrige Foundation.

The Mission of the Baldrige Foundation is to ensure the long-term financial growth and viability of the Baldrige Performance Excellence Program, and to support organizational performance excellence in the United States and throughout the world.

Prior to joining the Foundation, Al served as President & CEO of The Partnership for Excellence (TPE), the premier Baldrige-based state program for the promotion of performance excellence in all sectors of the economy. TPE is a volunteer-driven, 501(c)3 non-profit member organization headquartered in Columbus, Ohio, promoting the interests of performance excellence throughout Ohio, Indiana, and West Virginia. TPE has served more than 324 organizations that represent more than 1.7 million jobs at 1,769 work locations with revenues in excess of $139.2 billion dollars and more than 226.4 million customers. TPE Examiners have donated more than $34.6 million dollars in services to these high-performing organizations.

Prior to that, Al served in federal & state government culminating in executive positions and leading more than 11,500 employees, with 65 major facilities, a 250 million dollar operating budget and real property exceeding 2.1 billion dollars. He has provided executive leadership, establishing policies, priorities and oversight of federal budgets, operations and training, personnel, logistical operations and infrastructure management to include numerous construction programs. He is driven to create winning organizational results with a deep sense of commitment to public service.

Marina Kong

Marina Kong

Global UX and Creative Director of Digital Customer Experience, HP

Biography

Dean Jablonsky

Dean Jablonsky

Global Enterprise Excellence, Boston Scientific

Biography

Dr. Morphis Tsalikidis

Dr. Morphis Tsalikidis

Regional Operational Excellence and Business Transformation Executive Director, AXA

Biography

Lisa Norcross

Lisa Norcross

SVP and Head of the Center of Operational Excellence, E.ON

Biography

Lisa Norcross is SVP and Head of the Center of Operational Excellence for E.ON, based in Essen, Germany. Lisa is a Mechanical Engineer who has been working in operations and operational performance improvement for over 20 years across several different industries. She started her career as a Graduate Engineer at Ford Motor Company, and after completing a post-graduate qualification in Manufacturing Management, moved into the Management Consulting world, working as an Operations Expert for McKinsey and Company. 

Between McKinsey and E.ON, she was head of Operational Excellence for Europe and China for an aluminium manufacturer.

Akin Akintola

Akin Akintola

Head of Global Innovation Networks, Nokia

Biography

Loren Bishop

Loren Bishop

Director of the Lean Management Office, State Street

Biography

Loren is the Director of the Lean Management Office at State Street Corporation.

He has worked in the Lean Management Office (LMO) for the last 8 years and has led the team for the last 4 years. Prior to that, he worked in a number of leadership roles in financial services; spending most of his time in Client Service and Relationship Management as well as Operations Management. It was during that time that he was involved in many client and internal initiatives which introduced him to process improvement methodologies and project management and laid the foundation for a career in operational excellence.

State Street is the second oldest financial institution in the United States providing investment management, research and trading, investment servicing and data analytics solutions to institutional clients. The company operates in 100 geographic markets worldwide and has over $30 trillion of assets under custody and administration and over $2.5 trillion under management.

State Street’s LMO exists to build a sustainable culture of problem solving, innovation and process improvement that enhances the customers’ experience, empowers employees and creates shareholder value. To accomplish this mission, the LMO has developed a strategy and approach to embed continuous improvement and innovation into the culture of State Street that will enable the Lean Management System to be part of their DNA and the way that they work.

Ricardo Estok

Ricardo Estok

Enterprise Principle Leader, Global Manufacturing Operations & Council, Johnson Controls, Inc.

Business Transformation & Operational Excellence World Summit

Wednesday 22nd March 2017 | 16:45 - 17:05 pm

Biography

Ricardo Estok, has over 20 years of experience driving sustainable Operations, Commercial and Business Excellence Transformations

He has multicultural and functional experience at global companies in the US and LA, including Johnson Controls, S.C. Johnson, Abbott and Pepsi.

He holds a master’s of science in business from the University of Miami; a bachelor’s of science in industrial engineering, and he is master black belt.

He speaks English, Hungarian and Spanish

Currently, his role is as the Enterprise Principle Leader, Global Manufacturing Operations & Council at Johnson Controls Inc.

Ricardo moved to Wisconsin, USA, with his wife, 10 years ago.

Hiren Kotak

Hiren Kotak

Vice President, Senior Business Manager, Capital One

Biography

Michael Wilson

Michael Wilson

Head of Business Assurance & Improvement, BAE Systems

Biography

Shirley Whitfield

Shirley Whitfield

Director Global Market Planning & Launch Excellence, AstraZeneca

Biography

Gary Peterson

Gary Peterson

Executive Vice President, Supply Chain & Production, O.C. Tanner

Business Transformation & Operational Excellence World Summit

Wednesday 22nd March 2017 | 14:20 - 14:40 pm

Biography

Gary has worked for The O.C. Tanner Company for 29 years. His current assignment is Executive Vice President, Supply Chain & Production.

Prior to working in his current roll Gary has held an impressively diverse set of jobs with the O.C. Tanner Company, including Manager of Market Research, Manufacturing Change Facilitator (where he was instrumental in moving the operation from “batch” to lean, resulting in their receiving the Shingo Prize for Excellence in Manufacturing), Vice President of Manufacturing, Marketing Vice President of Award Development, and Vice President of Research and Professional Services.

Gary serves on the Executive Advisory Board for the Shingo Institute, and is a Shingo Examiner. In 2015 he was inducted into the AME (Association for Manufacturing Excellence) Hall of Fame. His experience with Lean Enterprise sends him around the globe helping others improve their operations. 

Gary holds an MBA and a Bachelor’s Degree in Statistics from Brigham Young University. He recharges his batteries by snowboarding, playing basketball, hiking, watching his 16-year old daughter play soccer, and being with his six (soon to be seven) grandchildren.

Sisir Padhy

Sisir Padhy

VP Process Excellence & innovation, Verizon

Business Transformation & Operational Excellence World Summit

Wednesday 22nd March 2017 | 13:30 - 13:50 pm

Biography

 

Sisir joined Verizon in 2011 and is the Vice President of Process Excellence and Innovation. Prior to joining Verizon, Sisir was part of the General Electric Company, where he held several leadership roles at GE Appliances, GE Transportation Systems, Pratt & Whitney, GE Corporate, and GE Aviation, in design, process excellence, e-Business, and strategic marketing. Sisir led the global P&Ls for GE Aircraft Engine and GE Smart Grid Automation businesses. 

He has published more than twenty papers in conferences, professional journals and books. In addition, Sisir has chaired many technical conferences and attended executive education at Wharton, Stanford and Harvard Business School. He received his masters in mechanical engineering with specialization in Artificial Intelligence and a Ph.D. in Mechanical Engineering. 

Jeff Hastie

Jeff Hastie

Global Director, Lean Enterprise, Bose Corporation

Business Transformation & Operational Excellence World Summit

Wednesday 22nd March 2017 | 08:50 - 09:30 am

Biography

Jeff Hastie is the Global Director – Lean Enterprise at Bose Corporation. His responsibilities include leading Lean and Six Sigma programs in Manufacturing and Global Supply Chain, Sales and Marketing, Product Development, Research and Corporate Administration including IS, HR, Finance and Legal. 

Jeff started his career at Bose in 2001 as a senior Quality Engineer and Six Sigma Black Belt. He worked with Finance to quantify the cost of poor quality and over the next 4 years he led improvement Teams across Manufacturing to bring more value to the company. In 2005, he initiated and led the formal deployment of Lean Six Sigma at Bose Corporation. In 2007, Jeff developed and implemented a strategy to pilot and then expand the Bose Production System (the Toyota Production System) across Bose Manufacturing Plants and Distribution Centers. Today Lean Enterprise is a strategic imperative enabling the success of Bose Corporation business improvement strategies worldwide. 

Prior to Bose, Jeff was employed at Wyman-Gordon Company, producers of technically advanced structural and engine components for the Aerospace Industry. During his 18 years at Wyman-Gordon, he held a variety of leadership roles in Industrial Engineering, Manufacturing Operations, Quality Assurance and Continuous Improvement.

Jeff has over 35 years of manufacturing and Continuous Improvement experience in the Wood Products, Metal Working, Aerospace Forging and Consumer Electronics Industries. He has spent the last 19 years dedicated to leading Lean & Six Sigma programs to accelerate business value. 

Jeff hold a Bachelor of Science Degree in Wood Products Engineering from the State University of New York and a Bachelor of Arts Degree in Business Administration from Syracuse University. He is a Certified Lean Six Sigma Master Black Belt.

Naveen Kandasami

Naveen Kandasami

Global IT Executive Director Business Partnership and CRM Strategy, Sealed Air Corporation

Biography

Carmen West

Carmen West

Senior Director Global Culture & Talent Operations, McGraw Hill Education

Biography

Jeff Porada

Jeff Porada

Global Director of Lean Six Sigma , Jabil

Business Transformation & Operational Excellence World Summit

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

Jeff Porada is the Global Director of Lean Six Sigma at Jabil.  Jeff manages the “Business Process Re-engineering Team” from Jabil’s corporate headquarters, in St. Petersburg, FL.  He is responsible for the strategically-driven transformation efforts of Jabil’s Corporate Functions and Capabilities, including: Information Technology, Human Resources, Finance, Legal, Supply Chain Management, and Engineering Technology Services.  Jeff has 20 years of professional experience of working in various industries with the ability to successfully influence and positively impact a culture at all levels of an organization to embrace a philosophy of continual improvement.  Jeff has a demonstrated track record of driving business transformations resulting in significant financial savings and operational performance.  

Prior to joining Jabil in 2012, Jeff was the Vice President for Operational Quality & Training for Wyndham Consumer Finance. He was responsible to develop and deploy the strategic direction of the process excellence methodology, quality assurance processes, and the career development of internal associates. 

Years before joining Wyndham Worldwide, Jeff worked for HSBC Mortgage Services, ICI-Paints, Solectron Technologies, and Automata International.  He is a certified Lean Six Sigma Master Black Belt and is an active volunteered leader with American Society for Quality’s International Team Excellence Awards.  

Jeff graduated from Ohio University in 1996 with a Bachelor of Science Degree from the School of Engineering and Technology.  He has lived in Tampa, Florida for 13 years with his two teenage children.  In his spare time, Jeff enjoys riding his jet ski, traveling, and playing organized ice hockey. 

Susanne Lauda

Susanne Lauda

Director Global Advanced Manufacturing Technology, AGCO

Biography

Trystan Behm

Trystan Behm

Director, Continuous Improvement, Technology and Engineering, Catalent Pharma Solutions

Biography

Maria Thompson

Maria Thompson

Global Innovation Framework Leader, ITW Innovation Center

Business Transformation & Operational Excellence World Summit

Wednesday 22nd March 2017 | 13:55 - 14:15 pm

Biography

Maria Thompson is a senior technology operations leader with international experience in innovation, change management, and organizational capability improvement. She facilitates teams to creatively solve problems to generate strategic patent portfolios and new product and service designs. She has introduced new processes, technology, and culture change to organizations, resulting in creativity, quality and productivity improvements. She’s an accomplished innovator and patent-holder skilled at fostering alliances with senior management, strategy, legal, research, marketing, engineering & services personnel. She’s successfully improved the innovation capability of organizations ranging from five to 5000 staff across AT&T Bell Laboratories, Motorola and now Illinois Tool Works, Inc. (ITW).

Since early 2014, Maria partners with ITW business innovation leadership in a Senior Director role to accelerate organic growth with a global innovation process framework. In addition to harmonizing business stage gate processes with the Innovation Framework for continuous improvement, she facilitates innovation tool workshops, expedites cross-Segment communications and creative problem solving, and enables best innovation practice sharing with an annual global Innovation Summit. Workshop topics include: Facilitating Small Teams, Customer Interviewing, Value Proposition derivation, Go To Market Strategy and Planning, and Structured Brainstorming.

She holds an M.S. in Math and Computer Science from the University of Waterloo, and B.S. Computer Science with a Statistics minor from Iowa State University.

Dr. Cindy Young

Dr. Cindy Young

Program Manager, Fleet and TYCOM Enterprise Support, McKean Defense

Biography

Dr. Cynthia J. Young, DBA, PMP, LSS MBB, is a retired U.S. Navy Surface Warfare Officer with 23 years of service and is a Program Manager for Fleet and TYCOM Enterprise Support and member of the Strategic Solutions Center within McKean Defense.

She is also an Adjunct Professor in Business Administration at Stratford University at the Virginia Beach, VA campus, primarily teaching project management in the Executive Masters of Business Administration (EMBA) program. She is a past-Chair of ASQ Tidewater, Section 1128. She has also held positions on Section 1128's Section Leadership Committee as the Secretary and Vice Chair.

Cindy earned a Doctorate of Business Administration in Project Management from Walden University, two MBAs, one in E-Commerce and one in Advanced Management Studies from Trident University, and a Bachelor of Arts in English Language and Literature from University of Maryland, College Park. She is also the author of The Refractive Thinker(r): Vol XI: Women in Leadership, Chapter 3: Using Leadership to Improve Firm Performance through Knowledge Management. When she is not presenting or working, she and her husband raise funds and participate in half marathons with Team in Training to support the Leukemia and Lymphoma Society.

Anu George

Anu George

COO, Morningstar, Inc.

Business Transformation & Operational Excellence World Summit

Wednesday 22nd March 2017 | 12:00 - 12:30 pm

Biography

Anu George is Chief Quality Officer for Morningstar. She is responsible for providing strategic direction to Morningstar’s operational excellence & continuous improvement initiatives. She works at the intersection of operational excellence, human behavior & technology. Anu is an avid reader, and has an eclectic choice of the books she reads. She enjoys learning and experimenting with new thoughts in the world of change management, organizational behavior, operational excellence, LEAN & Agile.

 

Anu has more than 20 years of experience in operations management and Lean Six Sigma. Before joining Morningstar in 2010, she had worked for Unilever and GE. She is a frequent speaker on topics including business process excellence and leadership.

 

Anu holds a bachelor’s degree in economics and accounting and a master’s degree in business administration, with a specialization in marketing, from the University of Mumbai. 

Harsha Anand

Harsha Anand

Global Head, Business Transformation, Enzen Global

Biography

Eddie Smith

Eddie Smith

Director of Operations, Kuhn Krause

Biography

Eddie Smith has over 40 years in a variety of industries and held numerous high-level management positions, including Manager of Quality Assurance, Director of Quality Assurance, Manager of Manufacturing, Manager of Operations and Director of Operations. He has experience in automotive, off-road wheel manufacturing, gas and oil, construction and agriculture. He is a strong proponent of lean and has employed this approach to drive changes.

Under his leadership in 2013 the Wichita, KS Case New Holland Construction Plant received the Best Plant Award from IndustryWeek for their application of lean.  Smith currently holds the position as Director of Operations at Kuhn Krause a manufacturer of agriculture equipment which are distributed globally. Through his direction Kuhn Krause has incorporated the use of lean principles and machine intelligence. Kuhn Krause has been on their journey of continuous improvement for the past 3 years which is moving them toward a world-class manufacturing facility. 

Matthew Morgan

Matthew Morgan

Head of Process Excellence, Bridgewater Associates

Business Transformation & Operational Excellence World Summit

Thursday 23rd March 2017 | 11:25 - 11:45 am

Biography

Matthew Morgan joined Bridgewater Associates to implement a new process excellence program in 2012.

Before joining Bridgewater, Matthew led global Business Improvement at Parsons Brinckerhoff, a $2.6 billion engineering company. There, he developed and deployed a new process improvement function where none had previously existed and a global business management system to drive continual improvement and process standardization across many business units overseeing the firm's 150+ worldwide offices.

Previously, Matthew worked as a strategy consultant at McKinsey & Company and as a Lean Six Sigma professional and operations leader at Starwood Hotels, including managing a $30 mil, 300-person turnaround operation. A former Army intelligence officer, Matt has written 9 books on Afghanistan, terrorism, and related topics. He graduated with a BS from West Point and MBA from Harvard Business School.

Greg Pothoff

Greg Pothoff

Global Vice President Industrial, Operational Excellence and Supply Chain, Plastic Omnium

Biography

Mustafa Abdulali

Mustafa Abdulali

Director of Lean Transformation, NCH Healthcare System

Business Transformation & Operational Excellence World Summit

Thursday 23rd March 2017 | 13:55 - 14:15 pm

Biography

Mustafa Abdulali is the Director of Lean Transformation at NCH in Naples, FL.   Mustafa is focused on engineering a culture that embraces structured problem solving using tools and techniques from process improvement methodologies such as Lean and Six Sigma.  He previously worked as the Director of Performance Improvement at Main Line Health in Philadelphia, PA and had spent over a decade in the Automotive and Aerospace industries where he held a variety of positions.  

Mustafa has a Bachelors degree in Mechanical Engineering from the Georgia Institute of Technology, an MBA from the University of Florida and is an American Society of Quality Certified Lean Six Sigma Black Belt.

John King

John King

Continuous Improvement Chief Engineer , Northrop Grumman

Business Transformation & Operational Excellence World Summit

Tuesday 21st March 2017 | 10:45 - 12:15 pm

Biography

John King is a Continuous Improvement Chief Engineer for Northrop Grumman Corporation where he is responsible for Implementation of large scale transformational improvement projects and training of Continuous Improvement Techniques including Lean and 6 Sigma processes. 

John is an industry veteran with over 25 years of experience in Manufacturing, Operations, Supply Chain, and Quality management in a number of industries including consumer products, automobiles, aerospace, communications, and capital equipment manufacturing.  Much of this experience has been in the areas of cost reduction and process improvement.  John has made several presentations of the results of his work in Process Improvement and Lead Time Management at regional, national, and International conferences.

John is a 6 Sigma Master Black Belt, a licensed Professional Engineer, and he serves on the Board of Directors of the Maryland World Class Consortia. He is also a graduate of Georgia Tech (Bachelors and Masters Degrees in Mechanical Engineering) and Loyola University of Maryland (MBA).

Kevin Duggan

Kevin Duggan

Shingo Award-Winning Author, Founder, Institute for Operational Excellence

Business Transformation & Operational Excellence World Summit

Tuesday 21st March 2017 | 09:00 - 10:30 am

Biography

Kevin J. Duggan is a renowned expert in applying advanced lean techniques to achieve Operational Excellence and the author of four books on the subject: Design for Operational Excellence: A Breakthrough Strategy for Business Growth, Creating Mixed Model Value Streams, Operational Excellence in Your Office: A Guide to Achieving Autonomous Value Stream Flow with Lean Techniques and Beyond the Lean Office: A Novel on Progressing from Lean Tools to Operational Excellence.

As the Founder of the Institute for Operational Excellence, the leading educational center on Operational Excellence, and Duggan Associates, an international training and advisory firm, Kevin has assisted many major corporations worldwide, including FMC Technologies, Chromalloy, Aetna, SpaceX, Caterpillar, Pratt & Whitney, Singapore Airlines, Sikorsky, IDEX Corporation and Parker Hannifin. A recognized expert on Operational Excellence, Kevin is a frequent keynote speaker, master of ceremonies, and panelist at international conferences, and has appeared on CNN and the Fox Business Network.

Jim Joyner

Jim Joyner

Vice President, Corporate Excellence, Card-Monroe Corp.

Biography

Jeff Oberlin

Jeff Oberlin

Director, Center for Innovation, AMITA Health

Biography

Awards

View Award Site Awards

The Business Transformation & Operational Excellence Awards will be given to the most outstanding individual & organisational achievements through the application of operational excellence methodologies.

The focus of this elite awards program is to demonstrate to the global business community and respective organizations CEO’s the real results achieved through the successful implementation of operational excellence.

Past Speakers

Omar Hatamleh

Omar Hatamleh

E Director at the International Space University, Former Chief Innovation Officer,, NASA

Business Transformation & Operational Excellence World Summit

Wednesday 22nd March 2017 | 08:05 - 08:50 am

Biography

Dr. Omar Hatamleh is the Executive Director of the Space Studies Program.  Prior to assuming his new assignment, Omar was the Chief Innovation Officer, Engineering at NASA Johnson Space Center responsible for empowering the organization creative thinking and develop capacity to innovate.

Prior to that he was the Associate Chief Scientist at NASA ARC responsible for identifying new and promising areas of scientific research and supporting technologies that can be integrated into the Center's capabilities.  Previous roles at NASA also included Technology Relationship Manager, Advanced Development Manager, and Space Shuttle Orbiter Structures Subsystem Manager.

Omar has Nineteen years of aerospace industry experience and has published over 33 international journal articles; he has four engineering degrees, speaks four languages and has been an invited keynote speaker to multiple national and international events. Omar has also been the recipient of several prestigious awards and recognitions from NASA.

Bobby Graves

Bobby Graves

General Manager, TSSC, Toyota Motor Engineering & Manufacturing North America

Business Transformation & Operational Excellence World Summit

Wednesday 22nd March 2017 | 12:00 - 12:30 pm

Biography

Graves began his career with Toyota in 1987 and progressed through a series of positions in production at Toyota Motor Manufacturing, Kentucky (TMMK) responsible for assuring overall quality within all production shops.

In 1997, he was assigned to TMMK’s operations development group where he trained Toyota Production System (TPS) know-how to team members from all levels of the organization and coordinated internal TPS activities. During his 15 years at TMMK, Graves supported multiple production launches and all-new model introductions.

From 2003-14, he served as manager for TEMA’s operations management development division, working closely with Toyota’s North American plants and suppliers to help streamline processes and strengthen TPS activities. In this role, he supported internal & external continuous improvement projects and training workshops.

Prior to joining Toyota, Graves worked at the Federal Bureau of Investigation in Louisville, Kentucky where he was an auditor for the white collar crime unit.

He obtained a Bachelor of Science in Operational Management from Western Kentucky University (1981) in Bowling Green, Kentucky. Originally from Columbia, Kentucky, Graves still owns and maintains a family farm.

Priya Anant

Priya Anant

Director, Global Vendor Operations, Trust & Safety, Google

Business Transformation & Operational Excellence World Summit

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

Priya leads global operations for Trust and Safety across Google. In her role, Priya works with all product teams across Google to fight spam, abuse and fraud and deliver a safe user experience. In her time at Google, Priya has streamlined global operations across multiple teams and partnered with product, operations, finance and legal teams to drive transformations. She leads the Googlewide deployment of “gLean” a program to coach Googlers about adopting lean within Google’s highly dynamic and fast paced environment.


Prior to Google, Priya  spent 10 years in management consulting at Bain where she advised healthcare, technology and consumer goods companies on global growth strategies and operations improvement. Before her career in consulting, Priya worked for GlaxoSmithKline and focused on global manufacturing and with Unilever on marketing and supply chain. In addition, Priya was a public accountant with Ernst & Young. Priya holds an MBA from Wharton and is also a Chartered Accountant.


Priya has lived and worked in Australia, New Zealand, the UK and US. When she is not at work, Priya loves spending time with her family, introducing her kids to the joys of camping, trying out new vegan recipes and searching for the elusive perfect cappuccino in the US (It is a little known fact that Australia has some of the best coffee in the world and the quest to find it in the US continues...)

Julio Urrutia

Julio Urrutia

Chief Process Officer, Latin America, Ricoh 

Business Transformation & Operational Excellence World Summit

Wednesday 22nd March 2017 | 15:15 - 16:30 pm

Biography

Julio Urrutia has been in the technology industry for more than 15 years, now as Head of Operational Excellence and CISO at Ricoh Latin America. Julio holds a Degree in Strategic Marketing Management, a Master's Degree in IT Service Management, a Master's Degree in Business Analysis plus multiple Industry Certifications.

In his current position, Julio is in charge of many critical corporate initiatives. Working in a Global environment and with an extend knowledge of Latin American cultures, markets & economies. Lead and manage major expertise area programs and company-wide critical projects; responsible for the creation of methodologies and standards, measurement criteria and leading-edge initiatives to improve productivity, efficiency and organizational excellence. He is an active-global public speaker and takes part in consultations.

Julio credits his success to great passion for what he does and constant learning. Manage the full range of design and development efforts from concept to implementation; communicate at all levels and hold negotiations with large-scale vendors; maintaining expertise on industry, products and technology trends through research and training. Manage and optimize working relationships; with great expertise in creating, developing and leading high-performance teams, facilitate innovation, and promote openness to and participation in change. Also accountable for creating and controlling organizational budget to accomplish desired results. 

Fluent in English, Spanish and Portuguese, and is able to communicate in French, Julio is in progress to obtain a Certificate of Professional Development in Strategy at Wharton - University of Pennsylvania.

Bill Owad

Bill Owad

Sr. Vice President, Operational Excellence, Cardinal Health

Business Transformation & Operational Excellence World Summit

Tuesday 21st March 2017 | 17:30 - 18:10 pm

Biography

Bill Owad, senior vice president of Operational Excellence specializes in the strategies and tools that support the pursuit of a lean enterprise. Working with a team of nearly 150 Operational Excellence staff members and coaches aross Cardinal Health, Owad is responsible for developing and implementing an enterprise approach to Operational Excellence at Cardinal Health, ultimately improving the value delivered to the company’s customers.

In addition to his role as senior vice president, Owad also supports the extension of Operational Excellence external to Cardinal Health as the executive sponsor for the company’s relationships with the Lean Enterprise Institute (LEI) Partner Program, the Healthcare Value Network, The Ohio State University Fisher College Center for Operational Excellence and the Conference Board Quality Council. During his tenure, Owad has held several positions within Operational Excellence and has served as the primary architect of the company’s enterprise-wide deployment of Operational Excellence, which, over eight years, yielded significant improvements in customer loyalty, employee engagement, operational performance and working capital utilization.

Prior to joining Cardinal Health, Owad held several operations and administrative roles that have used the tools of Lean Six Sigma to transform health care provider organizations, supply chain and medical supply companies. These roles include corporate director of quality for ProMedica Health System, executive director for Cordelia Martin Health Center and several adjunct faculty positions with the College of Pharmacy at the University of Toledo and other nationally recognized programs.

Owad is also active in the community, serving in the past as board chair for the Central Ohio American Red Cross BioMedical Services, board chair for Cordelia Martin Health Center, senior examiner for the Malcolm Baldrige National Quality Program, and examiner / team leader for the Ohio Award for Excellence. Currently, Owad serves as a board member for the Partnership for Excellence, Mid-Ohio Foodbank, and the ASHP Research and Education Foundation.

Owad received his bachelor’s degree in Pharmaceutical Sciences and his Master’s of Business Administration from the University of Toledo. His post-graduate work includes the achievement of Fellow status with the American College of Healthcare Executives, multiple Lean Six Sigma certifications and continued development as a Lean leader through his work with Cardinal Health and LEI. Owad has also authored several publications and presentations on quality systems and customer loyalty. 

Zac Jacobson

Zac Jacobson

Sr. Director, Global Business Excellence & Customer Insights, eBay

Business Transformation & Operational Excellence World Summit

Thursday 23rd March 2017 | 13:30 - 13:50 pm

Biography

Zac is the Senior Director of Business Excellence and Customer Insights for eBay Marketplaces. In this capacity, he is responsible for the operating effectiveness of the Global Customer Experience organization which includes customer service, policy and risk management, billing and payments, and operations support service functions. His team’s mission is to create consistently excellent and efficient experiences that result in loyal customers.

 

Zac has 20 years of global leadership experience spanning military/government, operations/manufacturing, and technology industries. He joined eBay in 2010 from the world’s largest drilling services company where he led global operations responsible for 5500 employees and the profitability, productivity, safety, and asset management of a $1.2B business.  Prior to that, Zac served in a variety of leadership roles in operations; finance; strategy; and mergers, acquisitions, and divestitures.

 

Zac earned a B.A. from New Mexico State University and an M.A. from the University of Phoenix. He holds certifications in Project Management, Strategic Change Management, Six Sigma Black Belt, and Lean.  He is also the General Manager for eBay in Austin, Texas where he lives with his wife and three sons.

Dave Margil

Dave Margil

Lean Enterprise Leader, Corporate Information Services, Bose Corporation

Business Transformation & Operational Excellence World Summit

Wednesday 22nd March 2017 | 08:50 - 09:30 am

Biography

Since 2010 Dave Margil has served as the Lean deployment leader for Bose Corporate Information Systems (CIS). He is responsible for developing the Lean Enterprise Vision and deployment roadmap in CIS and for driving Lean Six Sigma practices throughout the IT function. He leads value stream improvement activities, contributes to the internal Lean Six Sigma curriculum development, and delivers training and coaching to employees throughout Bose Corporation.

Prior to this role, Dave spent several years as a Business Engagement Manager and as a Project Manager in the Bose Online Commerce Group. Before joining Bose he co-founded and spent several years as the VP of Product Development for a Cambridge, MA-based computer game company.

Dave is a Bose certified Master Black Belt and has a Bachelor of Fine Arts from the University of Massachusetts.

Peter Evans

Peter Evans

Director of LCI, LEGO

Business Transformation & Operational Excellence World Summit

Wednesday 22nd March 2017 | 07:55 - 08:05 am

Biography

Peter Evans was born in 1955. He joined LEGO in February 2016.

The early part of his career was in Finance in various industries, including Defence, Financial Services and Telecommunications.  Peter worked for General Electric throughout the 90’s including spells in Manchester, Brussels, Shannon (Eire) and Connecticut. 

From 2000 to 2013 he worked in Telecoms in the UK, first with Vodafone, then Cable & Wireless, before finally leading operational Excellence for Virgin Media. 

From 2013 to 2015 Peter led Process Excellence in Northern Europe for Maersk Line, based in Copenhagen

Since February 2016 Peter has been Director of LCI (LEGO Continuous Improvement) at LEGO with specific responsibility for Corporate Business Services and is actively involved in establishing a Global Business Services Organisation for Finance and HR services.

Peter Lives in Newbury UK with his wife Amanda and Golden Doodle Harvey.

Ted Revilock

Ted Revilock

Director of Operational Excellence for Global Shared Services , The Coca-Cola Company

Business Transformation & Operational Excellence World Summit

Wednesday 22nd March 2017 | 13:55 - 14:15 pm

Biography

Ted is Director of Operational Excellence for Global Shared Services at The Coca-Cola Company.  He is responsible for deploying Operational Excellence across the Finance, Human Resources, Data Management, Accounts Payable, Workplace Services, Creative Business Solutions and User Experience lines of business, involving greater than 1300 employees in 7 main hub locations globally.  The Operational Excellence program utilizes Lean, Six Sigma, Program Management, Business Process Management and Human Centered Design concepts and internally created methods to drive value for the business.

 

Ted has been with The Coca-Cola Company leading implementations of OE in Shared Services, Information Technology, Human Resources, Supply Chain and Franchise Bottling partners for 10 years.  Prior to The Coca-Cola Company, Ted worked in the Automotive Industry with Ford Motor Company and Tier I suppliers in product development.  In total Ted has been working as a continuous improvement professional for over 20 years.

Jeff Hastie

Jeff Hastie

Global Director, Lean Enterprise, Bose Corporation

Business Transformation & Operational Excellence World Summit

Wednesday 22nd March 2017 | 08:50 - 09:30 am

Biography

Jeff Hastie is the Global Director – Lean Enterprise at Bose Corporation. His responsibilities include leading Lean and Six Sigma programs in Manufacturing and Global Supply Chain, Sales and Marketing, Product Development, Research and Corporate Administration including IS, HR, Finance and Legal. 

Jeff started his career at Bose in 2001 as a senior Quality Engineer and Six Sigma Black Belt. He worked with Finance to quantify the cost of poor quality and over the next 4 years he led improvement Teams across Manufacturing to bring more value to the company. In 2005, he initiated and led the formal deployment of Lean Six Sigma at Bose Corporation. In 2007, Jeff developed and implemented a strategy to pilot and then expand the Bose Production System (the Toyota Production System) across Bose Manufacturing Plants and Distribution Centers. Today Lean Enterprise is a strategic imperative enabling the success of Bose Corporation business improvement strategies worldwide. 

Prior to Bose, Jeff was employed at Wyman-Gordon Company, producers of technically advanced structural and engine components for the Aerospace Industry. During his 18 years at Wyman-Gordon, he held a variety of leadership roles in Industrial Engineering, Manufacturing Operations, Quality Assurance and Continuous Improvement.

Jeff has over 35 years of manufacturing and Continuous Improvement experience in the Wood Products, Metal Working, Aerospace Forging and Consumer Electronics Industries. He has spent the last 19 years dedicated to leading Lean & Six Sigma programs to accelerate business value. 

Jeff hold a Bachelor of Science Degree in Wood Products Engineering from the State University of New York and a Bachelor of Arts Degree in Business Administration from Syracuse University. He is a Certified Lean Six Sigma Master Black Belt.

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This event is currently in production. Please click below to get involved. The Agenda and Full Speaker Line up will be published on September 25th, 2017.  

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Get the Agenda as soon as it's released. Plus, announcements on the forward-thinking speakers and visionaries. 

Past Attendees

Testimonials

I have found the summit to be among the best I've attended in my 30+ years. The speakers are professional; the presentations are informative and no sales attempts as I've seen in other settings. 

VP Performance Process Improvement , Universal Health Services

The 4th Annual Global Lean Six Sigma & Business Improvement Summit and Industry Awards 2009  was outstanding.  It was my pleasure both to participate and attend.  I compliment both Claire and you and, of course, Vijay, on what can only be classified as a first class event. The pleasure in meeting you was mine and I look forward to future interaction.

Strategic Planning & Continuous Process Improvement Director, US Army Military District of Washington and Joint Force Headquarters-National Capital Region

Thank you for such a great Conference. Over the years, I have attended 25+ Six Sigma Conferences and I have never participated in one better. We appreciate you and your team's hard work!

Raytheon Six Sigma Institute, RAYTHEON

A tremendously informative and useful event. Unlike most summits that focus on presentations, this event informed, stimulated and provided insights that participants could use when they returned to their organization

 
Director, Army Distributed Learning, US Army

Great event. Very informative and eye opening to current issues

TNG Analyst, US Army

This summit is an excellent opportunity to interact with leaders across the spectrum of industries involved with Lean and Six Sigma and to re-energize our own deployments with new ideas and renewed passion for operational excellence

 
Operational Excellence Analyst, Newfield Exploration

The opportunity to network, hear practical implementation examples, see vendor updates and take away new ideas is just outstanding. Thank you!

Manager, SW Process Improvement, RIM

You guys run the best business improvement conferences with exceptional business leaders sharing best practices

Lean Six Sigma Corporate Deployment Leader, BMO Financial Group

The 4th Annual Global Lean Six Sigma & Business Improvement Summit and Industry Awards was outstanding.  It was my pleasure both to participate and attend.  I compliment both Claire and you and, of course, Vijay, on what can only be classified as a first class event. The pleasure in meeting you was mine and I look forward to future interaction with your organization.

Strategic Planning Officer and Continuous Process Improvement Director, US Army Military District of Washington and Joint Force Headquarters-National Capital Region

It was very nice to finally meet you at the conference in Orlando.  I really enjoyed everything. Congratulations on such wonderful work.

Co-ordination Officer, United Nations

Thanks for organizing another successful conference. There were quite a few opportunities for dialogue among experienced practitioners (MBB forum, Consultant panel, Deployment Leader benchmarking forum, etc). Well done.

Strategy Deployment Leader - Six Sigma MBB, Black & Veatch Corporation

I was very impressed with the representation at the conference and at the awards ceremony. Always striving for excellence!

Vice President, Operational Quality & Training, Wyndham Vacation Ownership

It was a great conference with some outstanding presentations.  I look forward to next year.

PE, MBB, Lean Six Sigma, Merck

As in prior years, the Annual Global Lean Six Sigma & Business Improvement Summit and Industry Awards Program did an excellent assembling a diverse group of business professionals that all share the same passion for Continuous Improvement. This was clearly evident during the presentations they gave during the track sessions as well as their active participation in the plenary sessions.

Productivity Director – NAIG, Praxair Inc.

I was impressed at the diversity of industries that were represented at the conference. From technology to steel, to pharmaceuticals, there were a wide variety of companies who are really interested in learning best practices and sharing them with others. 

Senior Manager, Consumer Care and Tech Support Strategy, Dell Inc.

The range of companies and industries that were represented resulted in superb exchange of ideas

Lead Master Black Belt, CR&D, DuPont

As a new deployment leader, I attended three conferences last year, and yours was by far the best! I found the sessions to be varied and informative, and they were supplemented by opportunities to mingle with other participants and industry specialists. I look forward to making your an annual event!

VP Service Quality, TD Canada Trust

Interesting perspectives provide an excellent basis for determining how we can benefit from Six Sigma. Great location and venue!

Director Head of Global Operations, World Bank

Excellent insights…excellent thoughts. The speakers shared inspirational stories and helpful lessons learned

Altas Program Improvement, Lockheed Martin

This was a great opportunity to see first hand how other companies approach building quality into the design process. I have taken away numerous new ideas that I will incorporate into our model

VP Six Sigma Business Excellence, Cigna Corporation

Leadership, Energetic, Engaging, Wonderful Presentations

Senior Vice President, Mckesson Corporation

The conference on Lean Six Sigma showed how to integrate these proven methodologies in Manufacturing and Service companies as well as how to enable both Lean and Six Sigma by removing complexity from your business.

VP, Master Black Belt, Quality & Productivity, Bank of America

The Global Six Sigma Summit and Awards Conference was our most successful marketing event for 2007. This was largely the result of the personal interest staff took in finding ways to optimize our visibility and facilitate contact with key prospects.

VP Marketing, Instantis

Excellent Balance of superb speakers, best vendors and relevant, practical topics. Must attend this event.

LSS Champion, Northrop Grumman

A Summit very well organized where the aim of the program is the content and the real research of best Practices.  It was a hard job as an Awards Judge due to the real top level of competitors and their great results.

Head of Quality, Ferrari Racing

Thank you for such a great Conference. Over the years, I have attended 25+ Six Sigma Conferences and I have never participated in one better. We appreciate you and your team's hard work!

Founder, Raytheon Six Sigma Institute, RAYTHEON

I have found the congresss to be among the best I've attended in my 30+ years. The speakers are professional; the presentations are informative and no sales attempts as I've seen in other settings.

VP Performance/Process Improvement , Universal Health Services

I have found the congresss to be among the best I've attended in my 30+ years. The speakers are professional; the presentations are informative and no sales attempts as I've seen in other settings.

VP Performance/Process Improvement , Universal Health Services

These congresss are simply the best, and there really are no others even close. I have attended almost every year. The speakers are top shelf, there is great opportunity to make new contacts, and the event organization is wonderful. 

VP, Quality , Saint Vincent Health System

You provide the most in-depth conferences that I have ever been to.

VP - IP Capture Quality, US Bank

Pre-summit workshops were very practical, tool-based, and I will certainly leverage.  The summit had powerful key note speakers, experienced practitioners sharing their learnings and best practices.  The awards ceremony event and dinner was very well done - pace was good, dinner was lovely, atmosphere was celebratory.  Evening drinks events where we could spend more time networking.  I was not able to stay for the post-summit workshops although I heard good things from 2 who did stay behind.  As a speaker I also found the experience to be very rewarding.  Your team was very organized from requesting the bio, updating the website, keeping me apprised via emails, etc.  Thank you for the experience.  I hope you will continue to reach out to us for other events.

 

Co-Head, Process Excellence - Retail Deployments, Lean Six Sigma Centre of Excellence and Governance , RBC Royal Bank

Overall the summit was excellent, and I especially enjoyed, and had some good new learnings from a couple of the keynote speakers (Al Switzler and Norman Bodek) Good mix of topics on the panel breakout discussions.

VP Operational Excellence, Intel

The congress was exceptional--it also was great to hear Jim Collins.

Global Consulting Enterprise Services, Ingersoll Rand

Thank you for all the hard work you did to make it a success.

Director of Lean Six Sigma, Department of Defense

I always enjoy networking with professionals leading in problem solving. This year's congress was a good sharing of lessons learned and fresh practical ideas.

Director of Continuous Improvement, United Airlines

I would like to compliment you again on pulling off quite the event! It was well planned, organized and very informative. I spoke to several experts in the Six Sigma field who were very pleased with the entire event.   

Marketing & Sales Director, National Republic Bank of Chicago


I have been attending WCBF conferences for 8 years, particularly those on Lean Six Sigma in Healthcare. These conferences are simply the best LSS conferences in healthcare, and there really are no others even close. I have attended almost every year. The speakers are top shelf, there is great opportunity to make new contacts, and the event organization is wonderful. Recently, I was asked by WCBF to chair the conference, so I was able to see deeper behind the scenes, and I know what great work is being done to produce these conferences. Given this exceptional product, I would highly recommend Vijay as the leader of this organization.  
 

Vice President, Quality, Saint Vincent Health System

Over the last 10 years I have attended and spoken at many WCBF conferences around Lean Six Sigma in Healthcare. I have found the conferences to be among the best I've attended in my 30+ years in Healthcare. The speakers are professional, the presentations are informative and not sales attempts as I've seen in other settings and the staff of WCBF has always been very receptive in solving any problems that were experienced. I recommend these conferences without hesitation to my colleagues in Healthcare. 

VP Performance/Process Improvement, Universal Health Services

Diverse, excellent agenda of topics delivered by actual practitioners of Lean Sigma. Good representation of multiple healthcare organization models.

MBB, Lean Kaizen Leader, Johns Hopkins Medicine

Your conference is a winner and I like being a part of it.

Continuous Process Improvement Director, US Army Military District of Washington

It has been an honor to accept the award for Best Achievement of Organizational Business Improvement in Healthcare this year.  The WCBF award has allowed SSFHS to increase the credibility of its Lean Six Sigma Program within its own system and in the communities it serves.  The award shows our customers and competitors that we are committed to excel and progressing steadily as we improve the quality of care for our patients.

Regional CEO, Sisters of St. Francis Health Services, Inc. – Northern Indiana Region

We are extremely excited to have received this recognition from WCBF for Best Emerging Business Improvement. I believe this terrific award recognizes that customers can depend on our ability to live our mission statement every day with on time delivery, lowest industry turn times, customer service of exceptional value, service and products of the highest quality.  Also, I'd like to compliment WCBF for their excellent recognition program. 

President and Chief Executive Officer, PAS Technologies

Capital One has received multiple awards through our participation in the WCBF Global Six Sigma Award Program, including most recently the 2008 Platinum Award for Process Excellence Project and the Best Project Achievement in Innovation or Product Development. This prestigious external recognition is a great confirmation of the exceptional business results delivered by our associates. 

Sr. Vice President, Certified Six Sigma Master Black Belt, Capital One Bank

It was an exceptional moment when we first learned BMO Financial Group was the recipient of three WCBF Global Six Sigma and Business Improvement Awards. Theses awards are truly attributable to all the hard work and dedication of our employees across North America. Lean Six Sigma has enabled BMO Product Operations to significantly improve our customer service and organizational cost management in today's challenging economic environment. We are determined to intensify our commitment to Lean Six Sigma business improvements as we continue to deliver great customer experiences.

Deployment Leader and Master Black Belt, BMO Financial Group

Why Attend BTOES18

  • CEOs, COOs CSOs, CIOs, CAOs, CMOs, CFOs, CLOs, Chief Excellence Officers
  • Heads of / SVP & VP Global Operations, Global Operational Excellence Leader
  • Global Heads, Heads of, EVPs, SVPs, VPs, Directors of Business ExcellenceBusiness Transformation, Innovation Excellence, Innovation Deployment Value Creation, Productivity, Operational Excellence, Continuous Improvement, Process Excellence, OpEx, Process Engineering, Strategy ExecutionChange Management, Customer Experience, Lean Enterprise, Capability Excellence, Process Optimization & Process Management.
  • VPs of Global Operational ExcellenceGlobal Continuous Improvement, Process Analysis, Enterprise Risk Management, Global Production & Logistics, Lean & Six Sigma, Operational Excellence & Productivity, Business Process Management.
  • Business Process Management Champions, BPM Project Leaders. 
  • Lean Six Sigma Deployment Leaders / Champions / Lean Six Sigma Master Black Belts
  • Directors of Operations, Process Re-Engineering, Productivity, BPM, Lean Six Sigma, Continuous Improvement, Business Reengineering, Performance Excellence, Operational Excellence, Process Analysis, Manufacturing Excellence, Productivity, Software Process Improvement
  • From across all industries, including ManufacturingHospitalsHealthcare, Medical Devices, Automotive & TransportationBankingCapital Markets & Insurance, Consumer Products & Retail, Pharmaceuticals & Life Sciences, Government, Armed Forces & Public Sector, Mining & Metals, Oil & GasPower & Utilities, Real Estate, Hospitality & ConstructionTechnology, and Communications.

Early Bird Discount - Our Lowest Price. Register Today and save 40% i.e. $1000+

We do not offer any exhibit hall-only or partial attendance rates.