July 30-August 2, 2018
Chicago, IL

Main Conference: Day One: Tuesday, July 31, 2018

8:00 am - 8:50 am REGISTRATION FOR MAIN CONFERENCE DAY ONE & NETWORKING BREAKFAST

8:50 am - 9:00 am CHAIRPERSON’S DAY ONE OPENING REMARKS


Sponsored by: KPMG

9:00 am - 9:40 am KEYNOTE ADDRESS: BUILDING RELATIONSHIPS IN AN INCREASINGLY DIGITAL WORLD

Terry Jones, ,Founder, Travelocity.com & Founding Chairman, Kayak.com
Booking travel was made easy, accessible and self-reliant when Terry Jones disrupted the business of travel booking and founded Travelocity.com, the first website that allowed consumers to reserve, book, and purchase travel online without going to a travel agency. With more than four decades in the travel industry and extensive expertise on the rapidly changing digital world, Jones will provide eye-opening insight on the advantages of being a disruptor and the business of innovation, including leadership in a wired world, the importance of building digital relationships, and the “third channel”—the idea that the internet can create the most personal customer relationship.
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Terry Jones


Founder, Travelocity.com & Founding Chairman, Kayak.com

Let’s be honest, you simply don’t know your customers as well as you want to. You may have tried to wire together customer databases and sprinkled some reporting on top. You may have even attempted to analyze some customer data and discern a few interesting nuggets of insight. But trying to keep up with all your customers all the time, let alone understanding what’s going to drive that next positive interaction – and acting on it – is really difficult.

Topics of discussion will include, yet will not be limited to:

  • How utilizing AI (artificial intelligence) can free your workforce from daunting repetitive tasks so they can spend more time on higher-value work, and in turn, focus on enhancing their customer engagement and delivery
  • Powerful data analytics that provide a wealth of information regarding your customer base – delivering enhanced business intelligence for your organization
  • AI software options and capabilities analysis

Sponsored by: Pegasystems

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Kristen White

Senior Director, Financial Controls & Risk Management
Cisco Systems

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Evren Eryurek

Technical Director, CTO Office, Google Cloud Platform
Google - tentative

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Dhru Shah

Director Robotics
AT&T

10:20 am - 11:20 am MORNING NETWORKING BREAK & DEMO DRIVE

Join us in the Expo Hall for our 1st Round of the exhibitors’ IA solutions demonstrations & conversation. Grab a Demo Card and head to the booths!

INTERACTIVE DICUSSION GROUPS (IDGs)

During this part of the conference, delegates will be sorted into groups of 20 to take part in Interactive Discussions Groups (IDGs) around the below topics. Upon registering, you must choose your top two (2) IDG topics (11:20am & 12:10pm IDGs) and everyone will rotate between their two (2) choices, in back-to-back 40-minute intervals. There will be a ten (10) minute transitional break between the 11:20am & 12:10pm sessions.



All conference attendees must pre-register for their two (2) IDGs upon registering for the event. IDGs registrations will be on a first come first serve basis. If you do not pre-register for your IDGs, we’ll have to assign seating based upon demand and availability.

Round 1- 11:20 am 10-Minute, IDG Transition Break- 12:00 pm, Round 2- 12:10 pm

IDG # 1

11:20 am - 1:00 pm IA TECHNOLOGIES TO OPTIMIZE HR PROCESSES
  • Employee onboarding
  • Payroll, Benefits, Compensation
  • Employee experience
  • Consumerization of HR

Sponsored by: EPAM

IDG # 2

11:20 am - 1:00 pm WHO’S WHO?: HOW TO DETERMINE YOUR IA SUPPORT PARTNERSHIPS
  • How to identify which departments, their Heads & teams that need to be part of your “IA Dream Team” - so to ensure IA success from the gate and thereafter
  • What does each player indeed need from you, and/or what does not need to be “shared” info for all

IDG # 3

11:20 am - 1:00 pm THE EVOLVING WORKFORCE LANDSCAPE - HOW AGILITY MUST BE A TOP PRIORITY FOR YOUR IA PROGRAMS
  • As technology, corporate cultures, and customer & employee expectations evolve, businesses must keep up – as well as get ahead of the game so to ensure a smooth transition into what will be the workforce realities of the future

IDG # 4

11:20 am - 1:00 pm HOW MANY BOTS DO WE NEED?
  • Identify where, when and how many bots should be deployed into your organization’s various departments
  • Justify which processes to automate
  • Methods to save money and avoid automating inefficiencies

Sponsored by: ActiveOps – Manage Differently

IDG # 5

11:20 am - 1:00 pm STAKEHOLDER & CUSTOMER BUY-IN, ENGAGEMENT & COLLABORATION TO ENSURE IA PROGRAM SUCCESS
DereK Toone, Vice President Sales Americas,Automation Anywhere
  • Ensuring effective strategic alliances with various business departments
  • Communication and program initiatives that convey their business worth to your IA programs and how they will indeed remain an integral player in your organization

Sponsored by: Automation Anywhere

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DereK Toone

Vice President Sales Americas
Automation Anywhere

IDG # 6

11:20 am - 1:00 pm WHAT WE WISH WE KNEW BEFORE OUR IA ROLL OUT
  • How to avoid the “could have, would have, should have” post IA roll out blues
  • Discussion of lessons learned and what could be done differently if you had a second pass at x project

Sponsored by: Avasant

IDG # 7

11:20 am - 1:00 pm RPA JOURNEY: STARTING SMALL & SCALING UP
Jake Howard, Director, Sales & Business Development, UK & EMEA,Softomotive
  • Where to start with your RPA journey & best processes to select for first phase automation
  • The importance of quick wins & examples
  • How to scale RPA within your organization

Sponsored by: Softomotive

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Jake Howard

Director, Sales & Business Development, UK & EMEA
Softomotive

IDG # 8

11:20 am - 1:00 pm CROSS-INDUSTRY AND CROSSFUNCTIONAL BENEFITS OF INTELLIGENT AUTOMATION
Ian Barkin, Chief Strategy Officer,Symphony Ventures
  • Which industries & functional departments are best suited for intelligent automation and why?
  • What can a variety of industries and functional departments learn from each other in setting up their IA programs?

Sponsored by: Symphony Ventures

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Ian Barkin

Chief Strategy Officer
Symphony Ventures

IDG # 9

11:20 am - 1:00 pm YOUR COE & IT DEPT. “FRICTION”: C-3P0 VS. R2-D2
  • How to bridge the “friction” gap between your CoE and IT Departments
  • Effective methods to “keep the peace”
  • Developing a shared process to achieve your mutually agreed upon IA roll out plans

IDG # 10

11:20 am - 1:00 pm IA TO ENHANCE SUPPLY CHAIN MANAGEMENT
Emerging technologies disrupting the supply chain, such as:

  • RPA
  • Contract discovery & analytics
  • Virtual chat agents
  • Cognitive fraud detection, mobile & supplier intelligence portals
  • Blockchain

Sponsored by: UiPath

IDG # 11

11:20 am - 1:00 pm INTELLIGENT AUTOMATION TO DETECT, ANALYZE & REDUCE A VARIETY OF FRAUDULENT ACTIVITY
Pankaj Chowdhry, CEO and Founder,FortressIQ
  • Intelligent automation strategies & technologies that can enhance fraud prevention and detection
  • Compliance
  • Cybersecurity

Sponsored by: Fortress IQ

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Pankaj Chowdhry

CEO and Founder
FortressIQ

  • Review of the various IA software available now and into the near future
  • How x IA software vendors’ tools would benefit a wide array of functionally needs, job scope, and budgets
  • Compare the Technical Support provided by each vendor/how that may work with your own IA program project needs
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Max Just

Global Director - Business Integration and Program Management in Associate Services
The Coca-Cola Company

IDG # 13

11:20 am - 1:00 pm WE WENT WITH X IA SOLUTION, NOW HOW DO WE OPERATIONALIZE?
  • How can I quickly and effectively learn to accept the IA software affecting my department and team and make the most of it
  • How to develop effective change management initiatives that are in line with your business leaders goals and feasible on an operational and workforce level

IDG # 14

11:20 am - 1:00 pm ENSURING IA WORKFORCE DIVERSITY
  • How to source, recruit, and retain a talented and diverse IA workforce
  • How to effectively ensure your IA Initatives offer opportunities to a diverse talent pool
  • And much more!

IDG # 15

11:20 am - 1:00 pm IN-HOUSE CUSTOMIZED IA TECHNOLOGY SOFTWARE DEVELOPMENT & MANAGING YOUR OWN IA INITIATIVES
  • How to determine if you indeed have the workforce you’ll require for the job
  • IT systems and infrastructures necessary for an in-house IA roll out
  • Cost of designing your own IA software versus going with an outside IA vendor

1:00 pm - 2:05 pm FUNCTIONALITY LUNCH CLIQUES & NETWORKING BREAK

Dig deeper into the matters that interest and concern you most by sitting down for lunch with like-minded executives who work within the same area of functional responsibility as you.

While on-site, you will be able to select from the below lunch cliques:

  • C-Suite - by invitation only
  • Center of Excellence (CoE)
  • Process Improvement
  • F&A
  • Contact Centers
  • Operations & Procurement
  • Human Resources
  • Business Strategy
  • General/Non-Specific

MATURITY CURVE TRACKS

Choose from one (1) of the below three (3) tracks.

PLANNING & LAUNCHING

2:05 pm - 2:50 pm DETERMINING IF INTELLIGENT AUTOMATION IS INDEED RIGHT FOR YOUR BUSINESS OPERATIONS
Juan Antonio Peña González, Chief of Robotics & Collaboration Services,FEMSA
  • Discuss the necessary steps to properly evaluate if it’s the right time for your business operations to move forward with intelligent automation, based upon scope, budget, stakeholder and staff buy-in, regulations’ standards, process transactions’ volumes, etc.
  • Best timelines for implementation and how to introduce the technologies into your operations
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Juan Antonio Peña González

Chief of Robotics & Collaboration Services
FEMSA

PLANNING & LAUNCHING

2:50 pm - 3:30 pm HOW TO AVOID BITING OFF MORE THAN YOU CAN CHEW: PLANNING, IMPLEMENTING & MAINTAINING A SMALL-SCALE IA PROGRAM
As the business leader of x area of your organization, you’ve certainly had your share of “sales pitches” coming from all ends speaking about IA technologies. More often then not, you’re pitched a big IA roll out plan that quite frankly maybe too grand for your organization’s needs, now and into the near future. Yet at the same time, you’re torn, as you’re very well aware of the many benefits of IA, but you’re afraid to take on more than you can stomach, creating a similar outcome to when you were a child and really wanted that super-sized rainbow lollipop only to find your eyes were bigger than your stomach, and….

In this session, we will examine:

  • How to be practical with your IA options – and knowing how and when you should say “no” to the super-sized rainbow lollipop
  • Small-scale IA programs that offer the biggest bang for your buck and similar to the bang of a mid to large-scale IA program roll out

EVOLVING

2:05 pm - 2:50 pm PANEL DISCUSSION: BEST IN CLASS INTELLIGENT AUTOMATION CENTERS OF EXCELLENCE (CoE)
Deepak Luthra, Head - Digital Center of Excellence,Bristol-Myers Squibb
  • How to determine your CoE’s customer needs and objectives and developing a CoE to fulfill said business needs
  • Best in class change management and communication plans
  • Realistic timelines and roadmap to establish and maintain a successful CoE
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Deepak Luthra

Head - Digital Center of Excellence
Bristol-Myers Squibb

The process of obtaining clear-cut data analytics that can be thoroughly analyzed to guide your organization toward continued process improvement and enhanced customer delivery is top of mind for a variety of executives who work within the corporate strategy, finance, operations, HR, and customer delivery departments. That’s where intelligent automation technologies come into play. By utilizing these technologies, not only can you optimize your back-office and customerfacing transactional processes, and enhance your customer delivery, but you’ll also be able to harness powerful data analytics that will add great value to a wide variety of departments within your organization.

In this session, we will explore:

  • How AI and cognitive technologies can be programmed into your IT infrastructure to provide powerful data analytics that relate to: customer buying trends, policyholder claims’ history, patient medical profiling, financial and sales reporting, red flags that alert you of fraudulent activities, best case scenarios with respect to procurement, contracting, supply chain management, logistics’ business decisions, and much more
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Tyler Bent

Global Finance Program Leader
AIG

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Henry Lyles

Director, Global Business Services Data Excellence & Automation
McDonald's Corporation

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Amir Issaei

Operations Research & Advanced Analytics
American Airlines

Sandip Darji

Senior Director
Stanford University

MATURING

2:05 pm - 2:50 pm CASE STUDY: HOW TO SUCCESSFULLY PLAN & IMPLEMENT AN EFFECTIVE ARTIFICIAL INTELLIGENCE & MACHINE LEARNING PROGRAM
Mona Kahn, Director of Technology - Head of Intelligent Automation,Fannie Mae
  • What is an AI/ML program
  • What to think about prior to implementing an AI/ ML program
  • Once AI/ML is funded what are the next steps
  • Things to consider to implement a successful AI program, including social-technical considerations prior to implementing an AI/ML program
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Mona Kahn

Director of Technology - Head of Intelligent Automation
Fannie Mae

MATURING

2:50 pm - 3:30 pm NOW & ON THE SOON TO COME BUSINESS REALITY HORIZON: HOW THE IOT (INTERNET OF THINGS) IS & WILL BE SUPER-CHARGING DATA ANALYTICS FOR ENHANCED BUSINESS INTELLIGENCE
Ryan Davis, Senior Vice President, Procurement Management – Technology,Bank of America
Topics of discussion will include, yet will not be limited to:

  • Enhanced customer delivery and business intelligence via the IoT (Internet of Things) and the powerful data analytics they provide
  • Examination of a variety of IoT technologies and their capabilities, costs, and implementation requirements
  • Various uses of IoT technologies and within a variety of functional disciplines
  • Regulations’ compliance
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Ryan Davis

Senior Vice President, Procurement Management – Technology
Bank of America

IA EVOLUTIONS LOUNGE By invitation only

2:05 pm - 2:50 pm
The Intelligent Automation Chicago 2018 conference gives you a great opportunity to learn about the latest trends and research, meet new people and connect with old friends. But how do you get the indepth conversation and insights you crave with senior-level executives level like you? The IA Week Evolutions Tracks offers you just that!

Session abstracts soon to come!

If you meet the pre-requisites, plan to attend some or all of these sessions designed to discuss very mature IA topics with likeminded for senior-level executives . You’ll spend quality time with other individuals who lead Intelligent Automation programs for their organizations.

Want to Join? Here are the Prerequisites

Access to the IA Evolutions Lounge is available solely to individuals who meet at least one of the two criteria below:

  • Have responsibility over multiple regions that have Intelligent Automation programs in place
  • Have responsibility over multiple functions in Intelligent Automation initiatives (i.e. F&A, IT, Contact Centers, HR, etc.)

And meet at least three of the following criteria:

  • Have 5+ years and experience in strategic Intelligent Automation roles (practitioner led)
  • Have organizational revenues of $1 billion
  • Have Intelligent Automation organizational revenues of $10 million
  • Have minimum 750 FTEs in the Intelligent Automation practice

3:30 pm - 4:20 pm AFTERNOON NETWORKING BREAK & DEMO DRIVE CONTINUED

Grab your Demo Drive Cards & head to the Expo Hall to get those final signatures you need to enter our Demo Drive Raffle tomorrow!

IA WORKFORCE MANAGEMENT TRACKS

Choose from one (1) of the below three (3) tracks.


RECRUIT IA TOP TALENT

4:20 pm - 5:05 pm FIRESIDE CHAT: HOW TO RECRUIT TOP IA TALENT
AJ Bernstein, Senior Director, Financial Shared Services,LinkedIn Kym Burke, Director, HR Services,The Mosaic Company
You can have the Cadillac of IA technologies, yet without top IA talent to manage, and/or utilize said technologies, you might as well “Hit the road, Jack!”

In this session, we will:

  • Examine how to identify & recruit top IA talent
  • How to stay competitive with recruiting and retaining top IA talent considering the fierce market demand of high-salaries
  • Benefits of IA Internships
  • Pros & cons of freelance and permalance IA teams – and how to best manage these types of working relationships
  • Working with IT Recruiters
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AJ Bernstein

Senior Director, Financial Shared Services
LinkedIn

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Kym Burke

Director, HR Services
The Mosaic Company

IA TOP TALENT TRANSITIONAL PHASE

4:20 pm - 5:05 pm PANEL DISCUSSION: MAKING SENSE OF A NEW IA WORK ENVIRONMENT
Curt Burghardt, Senior Director HR Shared Services Operations,Walgreens
Working with new technologies is never easy. That said, it’s important to empower your workforce utilizing IA technologies in their day-today activities, and by proving the tools and training they need to be successful.

In this session, we will explore:

  • Training programs that meet the needs of your diverse staff utilizing your IA technologies as part of your overall IA program roll out
  • And much more!
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Curt Burghardt

Senior Director HR Shared Services Operations
Walgreens

RETRAIN & RETAIN IA TOP TALENT

4:20 pm - 5:05 pm ROUNDTBLE DISCUSSION: NOW THAT YOU HAVE THEM, HOW DO YOU KEEP THEM?
Rodrigo Cal Cordova, Shared Service Director,Bridgestone Americas
To keep top IA talent, who are in great market demand, you must offer them an attractive career path, and/or perks that prevent them from “jumping ship” every time they are teased by your competitors to join t heir o rganization. A nd/or…. the same can be said for creating a positive IA work environment for your NON-IA staff, those who are working with the IA technologies in their day-to-day back office job roles.

In this session, we will discuss:

  • How to build new, and/or revised career paths for your employees utilizing IA technologies within their job roles
  • Re-training programs and roadmaps
  • What the market is offering as “attractive” IA staff compensation/retention packages (perks, pay-scale, incentive programs, etc.)
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Rodrigo Cal Cordova

Shared Service Director
Bridgestone Americas

IA EVOLUTIONS LOUNGE By invitation only

4:20 pm - 5:05 pm
The Intelligent Automation Chicago 2018 conference gives you a great opportunity to learn about the latest trends and research, meet new people and connect with old friends. But how do you get the indepth conversation and insights you crave with senior-level executives level like you? The IA Week Evolutions Tracks offers you just that!

Session abstracts soon to come!

If you meet the pre-requisites, plan to attend some or all of these sessions designed to discuss very mature IA topics with likeminded for senior-level executives . You’ll spend quality time with other individuals who lead Intelligent Automation programs for their organizations.

Want to Join? Here are the Prerequisites

Access to the IA Evolutions Lounge is available solely to individuals who meet at least one of the two criteria below:

  • Have responsibility over multiple regions that have Intelligent Automation programs in place
  • Have responsibility over multiple functions in Intelligent Automation initiatives (i.e. F&A, IT, Contact Centers, HR, etc.)

And meet at least three of the following criteria:

  • Have 5+ years and experience in strategic Intelligent Automation roles (practitioner led)
  • Have organizational revenues of $1 billion
  • Have Intelligent Automation organizational revenues of $10 million
  • Have minimum 750 FTEs in the Intelligent Automation practice

FUNCTIONAL TRACKS

Choose from one (1) of the below three (3) tracks.

SHARED SERVICES

5:05 pm - 5:45 pm PANEL DISCUSSION: INTELLIGENT AUTOMATION FOR MIDCAP SSCs
Lori Bondar, Vice President, Controller & Chief Accounting Officer,Avery Dennison
For smaller businesses, it can be harder to show a significant ROI on an intelligent automation journey, and it can feel overwhelming when you don’t know where to start!

In this session, we will examine::

  • Tools and technologies which are not scale dependent, and can be used in smaller test/prototype/ proof of concept scenarios
  • Is it all about numbers
  • Can IA work for smaller processes and quantities
  • How can you make the business case work for your mid-cap organization
  • Using automation to find ways to add value, and maintain employee engagement through the transition

Sponsored by: UiPath

Lori Bondar

Vice President, Controller & Chief Accounting Officer
Avery Dennison

IT

5:05 pm - 5:45 pm PANEL DISCUSSION: ENSURING CYBERSECURITY INTEGRITY AS IA TECHNOLOGIES EVOLVE
Sandeep Mehta, Executive Vice President, Technology,Wells Fargo & Co. - tentative
With an increase in cyber attacks over the years and the heightened awareness of the severe harm it can cause an organization, how to protect your organization’s information when utilizing IA technologies has been of utmost concern to all.

In this session, we will explore:

  • Technological safeguards specifically designed to protect an organizations’ data infrastructure
  • Access fulfillment, provision/deprovisioning, access certification, access analytics, privileged access management
  • Security scanning tools as part of the bot creation process to scan code created in the back end for security vulnerabilities
  • How to enforce passwords consistently across bot sessions and centralize bot identity and access management processes to leverage encrypted credential managers to prevent leakage of credentials
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Sandeep Mehta

Executive Vice President, Technology
Wells Fargo & Co. - tentative

CONTACT CENTERS

5:05 pm - 5:45 pm PANEL DISCUSSION: MAIL ORDER BOTS - HOW TO FIND YOUR BOT SOUL MATE
Donald Rice, Director of Information Technology,Lincoln Financial Group
The manner in which potential call center bots communicate with their customers is very important to customer delivery, branding, and regulations. In today’s AI & cognitive marketplace, there are many options to choose from, including bots that interact with their callers based upon their emotional responses, and audio tones & pitches. With so many options available, how do you know for sure which bot is indeed marriage material for your call center?

In this session, we will discuss:

  • How to determine what style of bot would be best for your call center
  • Beyond your potential bots personality, what else do you require from them through process automation and data analytics
  • Pros & cons, costs, and operational/infrastructure requirements associated with a variety of bot types
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Donald Rice

Director of Information Technology
Lincoln Financial Group

IA EVOLUTIONS LOUNGE By invitation only

5:05 pm - 5:45 pm
The Intelligent Automation Chicago 2018 conference gives you a great opportunity to learn about the latest trends and research, meet new people and connect with old friends. But how do you get the indepth conversation and insights you crave with senior-level executives level like you? The IA Week Evolutions Tracks offers you just that!

Session abstracts soon to come!

If you meet the pre-requisites, plan to attend some or all of these sessions designed to discuss very mature IA topics with likeminded for senior-level executives . You’ll spend quality time with other individuals who lead Intelligent Automation programs for their organizations.

Want to Join? Here are the Prerequisites

Access to the IA Evolutions Lounge is available solely to individuals who meet at least one of the two criteria below:

  • Have responsibility over multiple regions that have Intelligent Automation programs in place
  • Have responsibility over multiple functions in Intelligent Automation initiatives (i.e. F&A, IT, Contact Centers, HR, etc.)

And meet at least three of the following criteria:

  • Have 5+ years and experience in strategic Intelligent Automation roles (practitioner led)
  • Have organizational revenues of $1 billion
  • Have Intelligent Automation organizational revenues of $10 million
  • Have minimum 750 FTEs in the Intelligent Automation practice

5:45 pm - 5:45 pm CLOSE OF MAIN CONFERENCE DAY ONE

5:45 pm - 5:45 pm NETWORKING COCKTAIL PARTY