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MAIN CONFERENCE: DAY TWO | WEDNESDAY, AUGUST 2, 2017

8:20 AM - 9:10 AM REGISTRATION FOR MAIN CONFERENCE DAY TWO & NETWORKING BREAKFAST

9:10 AM - 9:20 AM CHAIRWOMAN’S OPENING REMARKS

Rachael Stormonth, Executive Vice President, NelsonHall

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Rachael Stormonth

Executive Vice President
NelsonHall

Sponsored by: NelsonHall

9:20 AM - 10:00 AM KEYNOTE SPEAKER ADDRESS: THE ART OF THE POSSIBLE

Jon Theuerkauf, Managing Director and Group Head of Performance Excellence, BNY Mellon
RPA, a.k.a. Robotics has reached a fever pitch in the business world today. It is becoming more and more difficult to not hear CEOs, COOs and CIOs talk about how
they will be using bots in their companies. And, some will even elude to their expectations and aspirations from this technology. But, will it happen? What’s going to
hold it back? What needs to change?
In this session, Mr. Theuerkauf will address 3 themes he believes are key:
ƒƒWhat are the common technological barriers that must be overcome
ƒƒWhat are the risk controls that must be codified as part of an out –of-the-box purchase
ƒƒWhat are the organizational and people paradigms that need re-setting

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Jon Theuerkauf

Managing Director and Group Head of Performance Excellence
BNY Mellon
Whether your RPA, AI, or cognitive program/s are in a launch or more mature stage, developing and maintaining a concise yet agile approach with respect to your
change management initiatives are imperative for its day-to-day and long-term success.
In this session we will explore:
ƒƒ Lessons learned by establishing multi-departmental partnerships that encourage communication and understanding between departments, staff, and
stakeholders
ƒƒ Pro-active and continuous PR, marketing, and HR messaging to avoid change management miscommunications, mishaps, and/or disasters

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Henry Lyles

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

Senior Director, HR Shared Services
Walgreens
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Paul Bartley

Director Global Shared Services
Becton Dickinson

10:40 AM - 11:20 AM MORNING NETWORKING BREAK & DEMO DRIVE RAFFLE PRIZE WINNERS ANNOUNCED

In these maturity curve IDGs, you will have the opportunity to learn more about the challenges you may face along your RPA & intelligent automation journey and the
possible solutions that will enable you to be successful with your initiatives.

MATURITY CURVE ROUNDTABLES: HOW TO ESTABLISH, ROLL-OUT, MAINTAIN & GROW AN EFFECTIVE RPA AND INTELLIGENT AUTOMATION PROGRAM

11:20 AM - 12:00 PM EARLY STAGE

In this session, we will discuss the below topics:
ƒƒ How to develop an effective RPA & intelligent
automation PoC and Business Case
ƒƒ Vendor solutions’ options, sourcing, and
contracting
ƒƒ How to determine which functions would
be most ideal for your operations on a RPA,
cognitive, and/or AI level
ƒƒ Next steps to enable you to move forward to
your intended implementation stage

11:20 AM - 12:00 PM IMPLEMENTATION STAGE

In this session, we will discuss the below topics:
ƒƒ A – Z project management roadmap for
effective roll out
ƒƒ Tracking your program’s success and failures
(what to track and how to determine success
or failure)
ƒƒ Moving past implementation to expansion
mode, are you ready, what criteria must your
programs meet before doing so

11:20 AM - 12:00 PM ESTABLISHED & MATURE STAGE

In this session, we will discuss the below topics:
ƒƒ How to mirror your past program roll out victories
and ensure continued success.
ƒƒ Are your programs ready for a global footprint or
shared service delivery
ƒƒ Charge-back models that have finance operations
success built into their financial framework and
service delivery expectations


12:00 PM - 1:00 PM NETWORKING LUNCH BREAK & FRIENDLY FUNCTIONAL LUNCH CLIQUES

1:00 PM - 1:40 PM PANEL DISCUSSION: HOW TO DEVELOP BEST IN CLASS INTELLIGENT AUTOMATION CENTERS OF EXCELLENCE (COE) & GOVERNANCE PROGRAMS

Intelligent automation technologies have hit center stage in the business world for many reasons, most notably for their technological ability to deliver increased
process optimization, enhanced customer delivery, and powerful data analytics to drive sound business intelligence into an organization’s corporate strategies.
However, in order to effectively leverage intelligent automation into an organization, it’s important to establish a centralized organization that provides oversight
and sets the direction for these technological solutions. Developing a RPA and intelligent automation CoE will ensure consistent application of your technological
and operational infrastructures, keep your strategic practices in check, and will also enable a centralized orchestration of development and implementation of said
strategies throughout your organization.
By attending this session, you will better understand:
ƒƒ How to establish a successful roadmap and prioritization process
ƒƒ Effective CoE and governance process models
ƒƒ Best in class change management and communication plans

1:40 PM - 2:30 PM IS YOUR GPO ROBO READY?

Edward Hansen, Partner, Morgan, Lewis & Bockius LLP
This interactive session is designed for people who are considering RPA
as part of a BPO solution. After a briefly discussing contracting for BPO
and why it is different from other contracting, we will explore how shifting
technology paradigms affect the BPO value proposition. This will be a highly
practical session with key takeaways that you can use right away. Some of
the topics we will cover include:
ƒƒ “Gotchas” to watch out for in the procurement process
ƒƒ Strategies for unlocking the value of RPA in existing deals
ƒƒWhy some strong pricing terms can be a wolf in sheep’s clothing
ƒƒ Avoiding transformation pitfalls that can sink your deal

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Edward Hansen

Partner
Morgan, Lewis & Bockius LLP
This session is designed for professionals working within the RPA and intelligent
automation space to collaborate on best practices within their area of focus. The
speakers will discuss the nuts & bolts of how to create a RPA Circle of Excellence
practice, which takes an idea from feasibility to production leveraging best practices
– as well as strategies to better enable them and their Tech team to collaborate with
their RPA and intelligent automation internal/external clients.
Areas of discussion will include, yet will not be limited to:
ƒƒ Governance model that help drive success
ƒƒ Identifying the right processes that are RPA suitable
ƒƒ Effective levels of engagement model for Tech teams to drive quick and effective
execution results
ƒƒ Top Do’s & Don’ts

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Alok Bothra

Director, Robotic Process Automation & ECM Champion
Capital One

Don Alexander

Senior Director, Commercial Bank
Capital One
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Dr. Michael Hites

Senior Associate Vice President for Administrative Information Technology Services (AITS) & Chief Information Officer
University of Illinois System

2:30 PM - 3:10 PM CASE STUDY: HOW MICROSOFT & LINKEDIN LEVERAGED RPA TO MAINTAIN DATA INTEGRITY ACROSS MULTIPLE SYSTEMS

AJ Bernstein, Senior Director, Financial Shared Services, LinkedIn Rohit Amberker, Director, Royalties and Content Operations, Microsoft
As both companies began to migrate to a common royalties platform, data
synchronization between multiple up and downstream systems became a
major risk. While already utilizing RPA to drive efficiency in transactional
processes, they saw an opportunity to leverage the technology as a key
control to ensure data integrity across systems. In this session, hear how
LinkedIn and Microsoft have deployed bots to automate processes and
establish key SOX controls that ensure data accuracy and completeness in
the royalties’ calculation and payments process.

AJ Bernstein

Senior Director, Financial Shared Services
LinkedIn
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Rohit Amberker

Director, Royalties and Content Operations
Microsoft

2:30 PM - 3:10 PM PANEL DISCUSSION: DO BIG BUDGET OPERATIONS ALWAYS WARRANT ENTERPRISE RPA & INTELLIGENT AUTOMATION PROGRAMS?

Over the past few years a lot of discussion has been centered on enterprise delivery
of RPA and intelligent automation, but is big bang always necessary just because
you have a big budget and high transaction volumes in the department you wish to
optimize on? In some cases, yes; in others, not necessarily.
In this session, we will:
ƒƒ Dig deep into determining which enterprise RPA and intelligent automation
solution providers make the most sense for your organization, based on the
budget you have and might be willing to spend, as well as the scope in which
you are hoping to address with that budget

3:10 PM - 3:30 PM AFTERNOON NETWORKING BREAK

3:30 PM - 4:10 PM CASE STUDY: BRINGING BOTS ONBOARD: ESTABLISHING A FEDERAL CENTER OF EXCELLENCE (COE) WITHIN A SHARED SERVICES ORGANIZATION

Jim Walker, Shared Services Portfolio Manager, NASA Shared Services Center
NASA Shared Service Center (NSSC) launched an effort to expand their
workforce and enable expanded services without the addition of new
personnel or an increased facility footprint. Come learn about NSSC’s
journey as they navigate contracting, security and other hurdles with
introducing innovative technology solutions with the implementation of
intelligent automation to NASA and beyond. The session will be an excellent
opportunity to discuss not only how the NSSC is preparing to offer bots as a
service via its CoE, but how other agencies are driving to implement RPA or
intelligent automation programs for their respective federal agency.

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Jim Walker

Shared Services Portfolio Manager
NASA Shared Services Center

3:30 PM - 4:10 PM WHICH PROGRAM MODEL IS BEST FOR YOUR ORGANIZATION: KISS IT OR A BELLS & WHISTLES PROGRAM?

In this session, we will discuss such topics as:
ƒƒ Is it necessary to go with a full-throttle bells & whistles program, or would a KISS
it program do the trick
ƒƒ You may have a reasonable budget and transactional process volume demand
need for intelligent automation, but can your x departments manage a program
roll out at x scale, and which model would be best depending upon your
department’s operational, workforce, and other capabilities
ƒƒ How much would the bots you require cost upfront and on a maintenance level

4:10 PM - 5:00 PM TOP DOS AND DON’TS OF RPA & INTELLIGENT AUTOMATION STRATEGY AND ROLL OUT

In this final yet very important session, we will look back on what we’ve learned over the past 3-days and discuss and debate the Top Dos and Don’ts of an intelligent
automation strategy and roll out.

5:00 PM - 6:00 PM CLOSE OF MAIN CONFERENCE DAY TWO — SEE YOU IN DECEMBER!