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About the Event
www.BPMinBanking.com
BPM in Banking, Finance and Insurance is fast-paced, high-touch,
expert-led event focused on risk reduction, optimizing outcomes,
and delivering superior user and customer experience through the
leverage of Business Process Management. It is specifically designed
to enabled understanding and application of best practices, tools and
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BPM.com’s conferences have earned a reputation for being among the best forums for bringing together domain
experts and industry executives involved with BPM. This event addresses the most pressing opportunities for
process management facing financial services organizations today, from the changing nature of customer interaction
to the growing challenge of regulatory compliance. The entire conference runs over four days, with optional full-day
workshops on Monday, September 29th, the executive symposium all day Tuesday through lunch on Wednesday,
and the BPM Bootcamp after lunch Wednesday (October 1st) through end of day Thursday.
The executive symposium portion is presented in a single-track, general session format, consisting of 30-minute quicktempo, leadership-focused presentations by top BPM experts and industry executives. The BPM Bootcamp is framed
around a unique format for expediting understanding and evaluating BPM solutions, enabling participants to accelerate
their BPM projects and technology assessments, saving them hundreds of hours and many thousands of dollars.
About the Venue
The event is held at the DoubleTree by Hilton Chicago Oak Brook hotel,
located conveniently 30 minutes from both O’Hare and Midway, in the
heart of one of the nation’s most prestigious
shopping and dining districts. Flat-rate
transportation is available directly to and from
the airport, as well as complimentary shuttle
transportation to any of area businesses or
attractions within a 5-mile radius of the hotel.
Downtown Chicago is minutes away by car
or train, and other nearby attractions include,
the Oak Meadows Golf Club, the White Pines
Golf Club or the Oak Brook Golf Club, Oak Brook Polo Club,
the Brookfield Zoo and the Morton Arboretum.
Chicago . Sept 29th- Oct 2 nd
Insurance
Agenda-at-a-Glance
Monday, Sept 29th
One-Day BPM Tutorials
8:00 AM - 8:30 AM
8:30 AM - 5:00 PM
Breakfast and Check-in
One-Day BPM Tutorials and Workshops
Tuesday, Sept 30th
BPM in Banking, Finance and Insurance Executive Symposium
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BPM, Dodd-Frank, and What’s Next, Andrea Kramer
10:00 AM - 10:45 AM
BPM Case Studies
10:45 AM - 11:30 AM
Engaging External Customers at Credit Suisse, Jim Ostry, Managing Director
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11:30 AM - 12:15 PM
Creating a Foundation for Success, Establishing a BPM Center of Excellence
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12:15 PM - 1:30 PM
Lunch and Panel: Financial Process Modernization for 2014 - 2020
1:30 PM - 2:45 PMCollaborating With Customers to Co-Create Cross-Functional Solutions at Citi, Raj Schroff,
SVP, Citi NAO&T Client Experience
Roundtable: Beyond Compliance: Aligning Governance and Growth
2:45 PM - 3:30 PM
Using BPM to Increase Revenue and Meet Customer Demand, Dan Rosen, PSCU
3:30 PM - 4:15 PM
4:15 PM - 5:00 PMLeveraging BPM for Customer Excellence and Revenue Growth, Lou Brothers, Senior
Manager, WeiserMazars
Reception Followed by BPM Global Excellence Awards Dinner
5:00 PM - 8:00 PM
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Executive Symposium / BPM Bootcamp
8:00 AM - 8:30 AM
8:30 AM - 9:15 AMScaling Morgan Stanley’s Delivery Capabilities Through the Use of a Sophisticated Idea
Targeting and Measurement Framework, Jeff McMillan, Managing Director
9:15 AM - 10:00 AM
How FIBO Drives Digital Transformation of the Financial Industry, Dennis Wisnosky
10:00 AM - 10:45 AM
Case Study: Introducing Business Logic with The Decision Model into BPM Practices,
Alan Holsztynsk, SVP Strategic Initiatives, Cole Taylor Mortgage
10:45 AM - 11:30 AM
Leveraging Business Rules and Decisioning for Optimal Outcomes
11:30 AM - 12:00 PM
Becoming Digital: How You Will Survive and Thrive the Greatest Wave of Change of
the Last 200 Years, Nathaniel Palmer, BPM.com
12:00 PM - 12:45 PM
Lunch and Panel: Picking Successful Service Partners
1:00 PM - 1:30 PM
1:30 PM - 3:00 PM
3:00 PM - 5:00 PM
5:00 PM - 6:45 PM
BPM Bootcamp Kick Off
Thursday, Oct 2nd
BPM Bootcamp Con’t
8:00 AM - 8:30 AM
8:30 AM - 9:15 AM
9:15 AM - 12:00 PM
12:00 PM - 1:30 PM
1:30 PM - 3:00 PM
3:00 PM - 5:00 PM
Industry Keynote
Capability Demonstrations
Lunch and Panel: Starting Out Right and Staying On-Track
Getting Started Workshop
Live Proof of Concept “Shoot out” and Proving Ground
Reception in Foyer
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Attendee Profile
The target attendees are the Business Users themselves, and the technology watchers – Enterprise Architects, IT
departmental leaders, Project Managers and BPM or Transformation team members from medium to large businesses.
The attendance fee is kept low to enable teams to participate, but high enough to discourage ‘time wasters.’ Recent
experience has shown firms typically send teams of 2-3 representatives to ensure that all sessions are covered.
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American Express
Scottrade
Goldman Sachs
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Shenandoah Life Insurance
Great American Insurance Company
Associated Bank Corp.
State Farm
International Monetary Fund
BancorpSouth
State Street Corp
JPMorgan Chase
Bank of America
SunTrust Banks
Kaiser Permanente
BNY Mellon
T. Rowe Price
KeyBank
Canada Life Assurance
The Hanover Insurance Group
Liberty Mutual
Capital One Bank
Lincoln Financial Group
CFTC
The Hartford
MasterCard Technologies
Charles Schwab
TIAA-CREF
Merrill Lynch
Chubb & Son
UBS Financial Services
New York Life
Citigroup
USAA
Northwestern Mutual
Citizens Insurance Corp
Vanguard
PayPal
Eaton Vance
VISA
Penn Mutual Life Insurance
Exchange Bank
Wells Fargo
PNC Global Investments
Experian
Westpac Banking Corp
Principal Financial Group
Fannie Mae
Progressive Insurance
World Bank
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Other comments from past attendees:
“Excellent BPM Project Success workshop. Vendor
presentations are very informative. Will help us develop
a short list for further investigation.”
Attendee Roles/Titles:
“Presentations were very helpful to us as part of our
market research.”
Director / Program Manager
14%
Enterprise / Business Architect
15%
“The Showcase represented a unique forum for viewing
a broad range of BPMS solutions. It was very helpful
in both advancing our BPM knowledge as well as our
vendor selection process.”
Business Process Manager
CIO / CTO
10%
6%
Practitioner10%
Project Manager
10%
Vice President
10%
Other Management
9%
Other Operations
8%
Other Technical
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Why You Should Attend
•
Develop a clear understanding of BPM technologies and implementation
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Gain ideas and perspectives that will assist you in defining process architecture and implementation tactics
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Participate in collaborative networking sessions to engage with peers and other industry players
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Evaluate the leading BPM products in a forum designed to
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Benefit from the expert-designed BPM Assessment Framework,
users in an open, networking
comprehensive guidance on which technologies and products
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Engage with vendors directly on a level playing field
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Discuss important issues with the key BPM analysts and consultants
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Learn From the Experts
You will learn from the leading analysts and practitioners on ensuring BPM project success, understanding BPM
software, effective process modeling, and have the opportunity to engage in meaningful conversations about BPM
product assessment and selection, away from the chaos and confusion of noisy tradeshows.
Program Highlights
•
Industry leading education on BPM readiness and requirements
development
•
Analyst briefings on market parameters and areas of differentiation
•
BPM Assessment Framework developed by leading BPM analysts,
enabling informed decisions on product selection
•
Capability Demostrations featuring analyst-reviewed presentations by
leading BPM vendors on specific product capabilities and orientation
•
Proven format for facilitating meaningful discussions and expedited
evaluations
•
BPM “product shootout” featuring leading BPM software vendors
Insurance
Keynotes and Thought Leadership Sessions
Business Interaction Changes Forever, Starting Today!, Jim Sinur
With over 23 years in Banking, Finance and Insurance industries, followed by two decades at Gartner
Group, Jim Sinur is one of the most respected names in the field of BPM. Mr. Sinur was critical in creating
the first Hype Cycle and Maturity Model, which have become a hallmark of Gartner analysis, along with the
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investment and operational sides of the insurance and financial services. Prior to joining Gartner, Mr. Sinur was a director of
technologies with American Express, where he worked on a large, industrial-strength, model-driven implementation of a businessbpm
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Before American Express, Mr. Sinur worked for Northwestern Mutual Life, where he was involved in leading-edge projects like the
Underwriting Workbench that employed many new and emerging methods and technologies. This was after he was involved with
building and re-architecting many major applications on the investment and annuity side of NML’s business.
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BPM and Dodd-Frank Keynote, Andrea Kramer
A partner in the international law firm of McDermott Will & Emery and head of its Financial Products,
Trading and Derivatives Group, Andrea Kramer is one of the world’s most respected authorities on DoddFrank’s application to swaps, swap operations, contractual relationships and regulatory compliance. She
testified in an historic joint hearing of the Senate Committee on Finance and the House Committee
on Ways and Means on Derivatives Tax Reform. Andie has earned the distinction as one of the 50
Most Influential Women Lawyers in America. She is the author of the leading treatise on financial products law and taxation,
Financial Products: Taxation, Regulation and Design, and popular articles on Dodd-Frank compliance. In a fast-paced and
authoritative keynote, Andie will address critical considerations for banks and financial institutions in reconciling Dodd-Frank
with key BPM objectives of revenue-focused processes and optimal customer experiences. She will address Dodd-Frank’s
swap dealer requirements, customer protections, compliance requirements, technological revolution, and the move to SEFs
and proprietary trading platforms. Andie will also identify some significant differences between CFTC and SEC regulatory
requirements, suggesting ways to meet BPM Goals.
Engaging External Customers at Credit Suisse, Jim Ostry, Managing Director
New product creation is a challenge, especially when you have global constituents. During the course of my
career I have created products and tools for our business that have been extremely successful, as well as
one or two that left me feeling like we could have done better. Upon closer examination of our successes and
failures, it became clear that the key to success is to be empathetic to clients’ needs. An open dialogue and a
complete understanding of the issues that you are trying to solve set the stage for an efficient product creation
process, which includes the product definition, design, development, iteration and launch. The above attributes, combined with an
interdisciplinary design team that includes business, design and IT personnel is a recipe for success.
Jim Ostry is a Managing Director of Credit Suisse in the Investment Banking division, based in Chicago. He is the global
Co-Head of HOLT, an internal team that helps institutional investors make better investment decisions by using an objective
framework for comparing and valuing companies. Prior to his current role, Mr. Ostry was responsible for Strategy, Branding
and Product Development for the HOLT Group. Mr. Ostry is a CFA Charter holder who holds a B.A. in Economics from the
University of Illinois and an M.B.A. from Carnegie Mellon University.
Insurance
Collaborating With Customers to Co-Create Cross-Functional Solutions at Citi, Raj
Schroff, SVP, Citi NAO&T Client Experience
During this session Raj will share with the audience, the journey his company has been taking
to significantly improve client experiences. He will discuss some of the client centric metrics his
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Mapping, Strategy Mapping, and concepts from Lean/Six Sigma for meaningfully improving customer experiences. He has
been with Citi for over 13 years, during which he has worked with all levels of management and employees in delivering
measurable results. His efforts have resulted in significant improvement in key customer and financial metrics. He has also
played a key role in identifying and deploying actionable metrics for improving Call center performance. He is a certified Lean
Six Sigma Master Black Belt and a Balanced Scorecard Practitioner.
Using BPM to Increase Revenue and Meet Customer Demand at PSCU, Dan Rosen,
VP Enterprise Project and Business Process Management
In this case study-based thought leadership session, Dan Rosen will discuss the global award-winning
work completed by PSCU and how they were able to increase customer satisfaction by analyzing patterns
and behaviors to anticipate clients’ needs. He will also discuss how these efforts are preparing them
to deploy their BPM solution using mobile channels. Among the results discussed will be increased
revenue by quickly going to market with new and improved products and services, as well as reduced cost by consolidating
platforms and processes.
Dan Rosen is the VP of Enterprise Project and Business Process Management at PSCU, the nation’s leading credit union
service organization (CUSO) and serves more than 1,500 financial institutions nationwide. The company is owned by nearly
700 member credit unions representing 16 million credit, debit, pre-paid, online bill payment, mobile and electronic banking
accounts. Dan has a strong background and extensive experience in delivering agile Business Process Management solutions
to PSCU’s internal and external customer base. His background includes an Advanced Masters Certificate in Lean Six Sigma
from Villanova University, Certified Master Blackbelt, ITIL Certification, Scrum Master Certified and other certifications in
business analysis, statistical analysis and project management. PSCU has received various recognition/awards for their BPM
deployments including: BPM Excellence Award in “Best Business Outcome Driven by BPM” category from Gartner; the
WfMC Global Excellence Award in BPM & Workflow, Opentext Enterprise Award for Most Innovative Business Process
Transformation and Opentext Enterprise Champion for BPM Solution. Chicago . Sept 29th- Oct 2 nd
Insurance
Improving Sales Interactions and Driving Revenue With BPM, Lou Brothers, Senior
Manager, WeiserMazars
In this fast-paced and authoritative session, Lou Brothers will discuss how BPM can be optimally
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growth and cost control. With more than ten years of experience in management consulting he helps companies transform their
businesses to increase profitability, overcome market challenges, and take advantage of new opportunities. He serves clients
across a range of industries and places a particular focus on the insurance and banking sectors. Lou received his BS from
Pennsylvania State University and his MBA from The Stern School of Business, New York University.
Scaling Morgan Stanley’s Delivery Capabilities Through the Use of a Sophisticated
Idea Targeting and Measurement Framework, Jeffrey G. McMillan, Managing Director
In this session Jeff McMillan will discuss how Morgan Stanley Wealth Management leverages data
and analytics to drive better portfolio performance, improve advisor efficiency and drive higher levels
of client satisfaction. He will focus on the technical, operational and cultural challenges in developing
and implementing a strategy around data and analytics and provide some recommendations on how
organizations might want to start an effort in this area.
Jeff McMillan joined Morgan Stanley Wealth Management in June of 2009 and is a Managing Director, Investment Products
and Services. Jeff is currently leading the firm’s strategic analytics efforts, which are focused on scaling product delivery
capabilities through the use of a sophisticated idea targeting and measurement framework. Prior to this Jeff led the Investment
Platforms team responsible for the firms strategy around portfolio analysis and construction, trading, and performance reporting.
Jeff has also served as the head of Advisor Platform and Digital Strategy as well as the Chief Operating Officer for the
Investment Strategy Group. In these roles Jeff oversaw the firm’s strategy for its advisor workstation, client facing technologies,
research delivery, and social media. Before joining MSWM, Jeff was the Head of Product Strategy for Bank of America Merrill
Lynch Research where he led their strategic efforts for the Research Division to include the development of research-based
products and the monetization of research content. Jeff is a graduate of the United States Military Academy at West Point
where he received a B.S. in Economics. Following his graduation, he served on active duty as an armor officer in South Korea
and Fort Knox, Kentucky.
Insurance
Case Study: Introducing Business Logic with The Decision Model into BPM
Practices: Cole Taylor Mortgage, Alan Holsztynsk, SVP Strategic Initiatives
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as the tools used, lessons learned, and pitfalls navigated in bringing this new discipline into the organization.
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Alan Holsztynsk is Senior Vice President, Strategic Initiatives for Cole Taylor Mortgage, a division of Cole Taylor Bank,
a commercial bank based, and subsidiary of Taylor Capital Group, Inc (TAYC–NASDAQ) with more than $5 billion in assets.
He has over 23 years of technology experience, primarily in the mortgage industry. He was the Founder and CEO of West
Pole Inc, a company that specialized in IT strategies and solutions, and was included in Mortgage Technology Magazine’s “Top
100 Vendors” list in 2003 and 2004. With West Pole, Alan drove the vision, design, and implementation of InterFirst’s MOAI
system, the first web-based application for wholesale lending. Before joining Cole Taylor Mortgage, Alan was SVP Web
Technology and Strategy for CitiMortgage. In his current role at Cole Taylor Mortgage, Alan is responsible for setting and
advancing technology strategy. He has established a Business Process Engineering team to execute key components of
that strategy, including Decision Modeling.
How FIBO Drives Digital Transformation of the Financial Industry, Dennis Wisnosky
The Financial Industry Business Ontology (FIBO) is a joint effort of The Enterprise Data Management (EDM)
Council in conjunction with the Object Management Group (OMG). Its financial industry terms, definitions
and synonyms using semantic web principals as well as widely-adopted modeling standards, are used to facilitate regulatory governance, data standardization, risk management and data analytics requirements. Having led a similar effort involving the transformation of enterprise architecture and business processes across
the U.S. Dept of Defense, Dennis Wisnosky left lo lead the standards implementation process for FIBO.
Dennis Wisnosky is the author of seven books on BPM, BPR and business transformation, an internationally acclaimed writer
and speaker, the pioneer of IDEF (the first successful standard process modeling notation), recognized as a “Hero of US Manufacturing” by Fortune Magazine, and has been one of the most influential leaders in Business Process Management. Most recently Dennis led the fundamental transformation of BPMN which is used across the Department of Defense, spearheading an
approach that is now being adopted across both public and private sector enterprises. Among others, he received a Fed100
Award (2006) and an “Excellence in Government Leadership Award” (2011) in recognition of his accomplishments.
Insurance
BPM Bootcamp
The entire conference runs over four days, with optional full-day workshops on
Monday, September 29th, the executive symposium presented all day Tuesday
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help organizations minimize risk and accelerate decision-making around BPM
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participants to accelerate their BPM projects and technology assessments, saving hundreds of hours and many
thousands of dollars. These benefits are achieved through:
• Meeting face-to-face with leading BPM solution providers, able to speak to
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differentiation between solutions.
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General session “bake-off” with each participating solution provider delivers
a 15-minute back-to-back demo following a common use case.
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30-minute Capability Demonstrations attended by all attendees where
sponsors present their products capabilities and advantages.
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The BPM Bootcamp was designed/organized by BPM market veterans specifically in response to problems
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validated by our team to ensure each session provides the opportunity to develop every participant’s own skills
and understanding of the variety of approaches and technologies that are used to support BPM initiatives.
Expert introduction at the beginning of each day provides a short overview of
the BPM landscape, solution architectures, as well as best practices for starting
and leading initiatives. This format is designed to equip participants with an
understanding of which sessions are likely to benefit them most. This unique
event provides a one-stop-shop to meet with the top players in the industry over
the three days of intense education on BPM project success.
The BPM Bootcamp is not about evangelizing any specific product or vendor,
but to ensure the sound decisions and optimal outcomes with BPM initiatives.
“…the show was
a very eye-opening,
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I derived a great deal
of value from industry
experts and analysts.”
Insurance
One-Day BPM Tutorials, Monday, Sept 29th
BPM-Mastering the New Normal
Dr. Mathias Kirchmer, Managing Director and Co-CEO, BPM-D Affiliated Faculty,
University of Pennsylvania, Philadelphia
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immediate as well as durable competitive advantage. It delivers significant business value by converting strategy into people
and IT based execution – at pace with certainty. It is implemented through the “process of process management” which creates
the necessary transparency to enable major business outcomes.
Organizations look for a way to systematically use existing experiences to establish such a BPM-Discipline fast and at low
risk. This can be achieved using the patent-pending BPM-D™ Framework. The workshop introduces the BPM-Discipline and
the application of BPM-D™ as reference architecture. It uses case studies and joint exercises to make the power of the BPMDiscipline tangible.
About the Instructor:
As innovative CEO and Managing Director at BPM-D, Accenture, and IDS Scheer, Dr. Kirchmer has worked successfully in
an international environment across various industries. He has combined his broad practical business experience with his
extensive academic research. This systematic integration has led to pioneering management approaches that have proven to
be both sustainable and provide immediate benefits. Dr. Kirchmer is visionary leader, thought leader and innovator in the field of
Business Process Management (BPM). He is an affiliated faculty member at the University of Pennsylvania, published six books
as well as numerous articles and shares his insights regularly in presentations around the world.
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How the Decision-Aware Business Process Changed the Financial Services Industry
Larry Goldberg, Managing Partner, Knowledge Partners International, LLC.
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management becomes a game changer by streamlining the business process while at the same time allowing the for business
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to articulate the Business Logic in a way that is easy to understand and usable for IT which ties seamlessly into BPM. This
workshop will give participants a clear overview of the new discipline of Decision Management, and an understanding of the
new model, The Decision Model, that made this revolution possible.
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In 2009 Knowledge Partners International introduced The Decision Model, a technology independent model based on the
inherent structure of business logic. The model is proposed in a groundbreaking new book The Decision Model: A Business
Logic Framework Linking Business and Technology (Auerbach, 2009). The book is written for both the technical and nontechnical reader, providing a detailed theoretical framework as well as a real-life approach to adopting The Decision Model
in practice in business rules projects. It also provides commentary on the use of The Decision Model in an Enterprise and
Business Architecture, in Service Oriented Architecture, in Business Process Management, in business requirements, and
analysis, as well as management practices in general.
Larry Goldberg is Managing Partner of Knowledge Partners International, LLC. He has over forty years of experience in building
technology based companies on four continents, and is considered a leading authority in business requirements, business logic
and decision management Larry is the co-inventor of The Decision Model, and the co-author with Barbara von Halle of The
Decision Model – A Business Logic Framework Linking Business and Technology (Auerbach, New York 2009) a ground-breaking
best seller that has changed the way we think about business logic. He was co-editor of “The Business Rule Revolution”, and
joins Barbara von Halle in writing the monthly Business Decision Management column in ModernAnalyst.com and the quarterly
column in Tdan.com. In addition Larry’s writings on Business Decision Management and Business Requirements can be found
in industry publications such as BPtrends.com and RequirementsNetwork.com, and he may be heard at many conferences and
industry events around the world.
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Transform the Business using Process Analytics
Frank Kowalkowski, Knowledge Consultants, Inc.
Gil Laware, Information By Design, LLC
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way we deliver products and services to the market. It makes no difference whether
you are, private, public, government, non-profit or educational, there are process techniques to assist managers and process
analysts
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More recently efforts have emerged to understand what constitutes a good process or at least one that is returning value
to the organization. Central to all types of flows are the techniques for identifying problems and focusing on improvement
opportunities.
An analyst should know about basic process measures used and available in many metric tools, when to use measures
for custom processes, how to analyze and improve processes, what constitutes a good balance of process efficiency and
effectiveness, when might simulation be helpful to improve a process, and how do you know where to put your efforts.
A personal laptop or company laptop that permits installation of a software product on the laptop will be part of this workshop. The
laptop or sharing of laptops is required to work on the exercises.
The key learning objectives for this workshop are:
•
Understand basic process analysis techniques (i.e., working with core internal process analytics and external
process measures for custom flows)
•
Select the most appropriate process analytics techniques for a particular business opportunity or problem to
identify factors that impact business transformation
•
Use process analytics to identify and analyze hidden relationships in the business
•
Understanding the value of impact assessment techniques for C-Level decisions
•
Apply phrase-based analytics and key word ranking techniques to identify common sections of models as
candidates for consolidation, merger or divesting.
•
Using process comparisons for transformation
•
Apply basic process analytics concepts to business problems and ways to identify the appropriate solution
•
Apply analytics to determine current and future state differences
•
Evaluate and determine which alternatives for internal investment opportunities
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About the Instructors:
Frank Kowalkowski is President of Knowledge Consultants, Inc., a firm focusing on business performance, business/
IT architecture and business analytical techniques. He has over 30 years of management and consulting experience in
manufacturing, distribution, banking, insurance and financial services as well as the public sector. He has been involved with
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addition to being a keynote speaker at international conferences as well as a conference chair, he has written numerous papers
and spoken at conferences on a variety of subjects. He is the author of a 1996 book on Enterprise Analysisp(Prentice
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management and information technology topics.
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Gil Laware is a partner with Knowledge Consultants, Inc. and the President of Information By Design, LLC. He has over
30 years of engagement as a business and technical consultant to Global 100 and 500 corporations in cloud computing
(Internet) applications, financial services, governmental services, manufacturing, professional services, telecommunications, and
transportation. He is the president of Information By Design, LLC, a business performance consulting company. He has been
an associate professor (Purdue University) and graduate adjunct (Iona College) for 15 years, and has published over 50 papers
in professional and industry journals. He has been a business advisor for the US National Institute of Standards, a guest
lecturer, and seminar teacher on topics and methodologies for enterprise architecture and business analysis, data management,
business process analysis and metrics, business process redesign, business performance management, project management,
enterprise architecture, data architecture and IT management. He has served on the Board of Directors of DAMA International
and served on the DAMA Foundation Board. Gil has earned a bachelor degree and two masters degrees.
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Starting and Organizing a BPM Project
Shelley Sweet, i4Process and BPM.com
This course will help you run successful process improvement projects the first time. Participants learn
how to choose the right process to start on, gain the necessary executive sponsorship, dand
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11 proven techniques for success with internal or external clients
•
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•
Facilitation methods to get decisions, models, and data from your meetings
•
Individual coaching on your process from instructor
Course Take-Aways Include:
Developing a charter - a charter enables you to scope the project right from the start, begin using a process perspective by
developing a high-level map, setting improvement goals, identifying metrics, and selecting the right leadership and team for the
process improvement effort. The charter will keep the project focused, and continue to engage executives, project leads, and
team members. Without charters your projects will take longer, have scope creep, and be likely to neglect key stakeholders.
Selecting the right resources - the course prescribes key leadership and team member roles and provides role descriptions.
During the class participants select employees and managers to be on their own teams, and learn how to approach them,
explain their role, and get their commitment. The method explains how to put resources together working toward the goals of
the project vs. staying in their siloed goals.
Measures with Meaning - once you have the improvement goals developed in the charter you also need the baseline metrics
to see where you currently are. This course shows you how to develop and quantify two levels of baseline metrics with the
sponsor. Concrete examples of the right and wrong way to write metrics make this work easier. Process Models - his course
shows you how to build 3 levels of process models – high level in the charter, top level in BPMN, and swim lane with exception
end states in BPMN. In addition the instance approach provides a straight forward efficient method for joint model-driven
development with subject matter experts and IT.
Shelley Sweet is a well-know BPM Practitioner with 20 years of experience helping organizations improve their business
process. She provides a unique 3-PEAT method of modeling processes and analyzing data that accelerates operational
improvement, and builds leader and employees who sustain operational excellence. Her track record includes over 100
complex projects redesigning processes to eliminate wastes, minimize wait and cycle time, and create customer delight.
Representative clients include Bank of America, Chevron, Cisco, Oracle, Merck, Sandia National Laboratories, Santa Clara
County, and University of California at Berkeley.
Four Day Event
Exec Symposium Only
Workshops Only
Bootcamp Only
$1,495.00
$895.00
$695.00
$695.00
by 8/1/14
$1,695.00
$1,095.00
$895.00
$895.00
by 9/12/14
$1,995.00
$1,295.00
$1,095.00
$1,095.00
after 9/12/14
Multi-Attendee Team Discounts
2 Attendees
3-5 Attendees
More than 5
10% off
25% off
40% off
Multi-attendee discounts and arrangements can be made when registering
online, or by phone by calling +1-781-214-6240
Hotel Reservations
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bpmNEXT
2013
USPS: Cohasset,
bpmNEXTMA 02025-2115
Register
online
by
clicking
HERE
or
byevent)
visiting
Both
meals
and
lodging
are
based
on
single-occupancy
and
single-attendance.
Shared
rooms
or
guests
lodging
and
meals
at
Asilomar
Conference
Center.
(companions
not
participating
in
the
can
be
includes
admission
to
the
event
plus
two
nights
759
CJC
Hwy,
Suite
#363 USA
Both
meals
and
lodging
are
based
onevent)
single-occupancy
and
single-attendance.
Shared
rooms
or guests
lodging
and
meals
at
Asilomar
Conference
Center.
Cohasset,
MA
02025-2115
(companions
not
participating
in
the
can
be
accommodated
through
coordination
with
bpmNEXT
.
includes
admission
to
the
event
plus
two
nights
759
CJC
Hwy,
Suite
#363 USA
or fax
the form
below
to:
781-735-0491
scan
and email
to [email protected]
and
single-attendance.
Shared
rooms
or or
guests
(companions
notthrough
participating
in
the
can be
Both
meals
and
lodging
are
based
onevent)
single-occupancy
accommodated
coordination
with
bpmNEXT
.
lodging
and
meals
at
Asilomar
Conference
Center.
Cohasset,
MA
02025-2115
USA
and single-attendance.
Shared
rooms
or guests
(companions
notthrough
participating
in
the
can be
Both
meals
lodging
are
based
onevent)
single-occupancy
accommodated
coordination
with
bpmNEXT
.
lodging
andand
meals
at Asilomar
Conference
Center.
Cohasset, MA 02025-2115 USA
(companions
not
participating
in
the
event)
can
be
accommodated
through
coordination
with
bpmNEXT
.
and
single-attendance.
Shared
rooms
or
guests
Both
meals and
lodging
are
based
onevent)
single-occupancy
(companions
notthrough
participating
in
the
can be
accommodated
coordination
with
bpmNEXT
.
and
single-attendance.
Shared
rooms
or guests
Both
meals and
lodging
are
based
onevent)
single-occupancy
accommodated
through
coordination
with
bpmNEXT
.
(companions
not
participating
in
the
can be TITLe:
NAMe:
and
single-attendance.
Shared
rooms
or
guests
accommodated
through
coordination
with
bpmNEXT
.
(companions
not
participating
in
the
event)
can
be
NAMe:
TITLe:
and
single-attendance.
Shared
rooms with
or guests
accommodated
through
coordination
bpmNEXT
.
NAMe:
TITLe:
(companions
not
participating
in
the
event)
can
be
NAMe:
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accommodated
coordination
with bpmNEXT
.
(companions
notthrough
participating
in the event)
can be TITLe:
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.
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.
CoMPANY:
ADDReSS:
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ADDReSS:
TeLePHoNe:
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e-MAIL:
TeLePHoNe:
ADDReSS:
e-MAIL:
CITY:
TeLePHoNe:
e-MAIL:
ADDReSS:
CITY:
TeLePHoNe:
e-MAIL:
Priority
Code (if applicable):
CITY:
e-MAIL:
TeLePHoNe:
Priority
Code (if applicable):
e-MAIL:
CITY:
TeLePHoNe:
Priority
Codefor
(if applicable):
e-MAIL:
My
check
$
Priority
Codefor
(if applicable):
TeLePHoNe:
My check
$
e-MAIL:
Priority
Code
(if applicable):
TeLePHoNe:
My
check
for
$
e-MAIL:
Priority
Code
(if applicable):
Credit
Card
Account
No.
My
check
for
$
Credit
Card
Account
No.
Priority
Code
(if
applicable):
e-MAIL:
My
check
for
$
Credit
Card
Account
No. print)
My
check
for
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Priority
Code
(if
applicable):
Full
Name
on
Card
e-MAIL:
Credit
Card
Account
No.
STATe:
STATe:
STATe:
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STATe:
STATe:
STATe:
STATe:
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TITLe:
TITLe:
TITLe:
TITLe:
ZIP:
ZIP:
ZIP:
ZIP:
FAX:
ZIP:
FAX:
ZIP:
FAX:
FAX:
ZIP:
FAX:
ZIP:
FAX:
ZIP:
FAX:
Total
Registration
Fee
ZIP:$
FAX:
Total Registration Fee
ZIP:$
FAX:
Total
Registration
Fee
$ / MC / VISA / DISCOVER
Charge
my
(circle
one):
AMEX
Total
FAX:
Charge
myRegistration
(circle one): Fee
AMEX
Total
Registration
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FAX:
Charge
myRegistration
(circle one): Fee
AMEX
Total
$
Exp
USD is enclosed.
USD is enclosed.
USD is enclosed.
USD is enclosed.
Charge
myRegistration
(circle one): AMEX
/ VISA / DISCOVER
Exp
Total
$ // MC
USD is enclosed.
Charge
my (circle one): Fee
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Charge
my
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for
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check
for
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USD is enclosed.
myRegistration
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Signature Charge
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on
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USD is enclosed.
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AMEX
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Priority
Code
(if
applicable):
Total
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Name
on
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(please
print)
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USD is enclosed.
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Cancellation
Liability:
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and USD
No-shows
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print)
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and No-shows Signature
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and
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Amount
Cancellations
received
prior
toprint)
1/19/13 are
eligible
for a fullSignature
refund. As the price
Credit
Cardon
No.
Expof admission includes both lodging and
Cancellation
Liability:
Cancellations
and
No-shows
Cancellations
prior
toprint)
1/19/13 are
eligible
for a fullSignature
refund. As the price of admission includes both lodging and
Authorized
$ received
Amount
Full
Name
on
Card
(please
Cancellation
Liability:
Cancellations
and
No-shows
meals,
cancellations
received
after
1/19/13
are
subject
to
a
30%
penalty.
No
shows
will be charged
the
full lodging
price of and
admission
Cancellations
received
prior
to
1/19/13
are
eligible
for
a
full
refund.
As
the
price
of admission
includes
both
Authorized
$ received
Amount
Full
Name
on
Card (please
Cancellation
Liability:
Cancellations
and
No-shows
meals,
cancellations
received
after
1/19/13
are
subject
a refund.
30% penalty.
shows
will be charged
the
full lodging
price of and
admission
Cancellations
prior
toprint)
1/19/13
are
eligible
for a to
fullSignature
As theNo
price
of admission
includes
both
(inclusion
the$ cost
forreceived
lodging
and
meals.)
Sharing
of attendee
is not
permitted,
substitution
of registrations
Cancellation
Liability:
Cancellations
and
No-shows
meals,
cancellations
1/19/13
are
subject
a refund.
30%passes
penalty.
No
shows
will however,
be charged
the
full lodging
price
of and
admission
Authorized
Amount
Cancellations
received
prior
toafter
1/19/13
are
eligible
for
a to
fullSignature
As the
price
of admission
includes
both
(inclusion
the
cost
for
lodging
and
meals.)
Sharing
of
attendee
passes
is
not
permitted,
however,
substitution
of
registrations
meals,
cancellations
received
after
1/19/13
are
subject
to
a
30%
penalty.
No
shows
will
be
charged
the
full
price
of
admission
Cancellations
received
prior
to
1/19/13
are
eligible
for
a
full
refund.
As
the
price
of
admission
includes
both
lodging
and
Authorized
$
Amount
Signature
Cancellation
Liability:
Cancellations
and
No-shows
may
be
made
at
any
time
up
to
the
start
of
the
conference.
bpmNEXT
reserves
the
right
to
limit
or
deny
admission
to any
(inclusion
the cost
forreceived
lodging
and
meals.)
Sharing
of attendee
is not
permitted,
substitution
of registrations
meals,
cancellations
after
1/19/13
are
subject
30%passes
penalty.
No
shows
will however,
be charged
the
full lodging
price
of and
admission
Cancellations
received
prior
1/19/13
are
for
a to
fulla refund.
As the
price
ofthe
admission
includes
both
Cancellation
Liability:
Cancellations
and
No-shows
may
becancellations
made
at any
time
uptoto
themeals.)
start
ofeligible
the
conference.
bpmNEXT
reserves
right
to
limit substitution
orthe
deny
admission
to any
(inclusion
the
cost
for
lodging
and
Sharing
of
attendee
passes
is
not
permitted,
however,
of
registrations
meals,
received
after
1/19/13
are
subject
to
a
30%
penalty.
No
shows
will
be
charged
full
price
of
admission
Cancellations
received
prior
to
1/19/13
are
eligible
for
a
full
refund.
As
the
price
of
admission
includes
both
lodging
and
individual
deemed
inappropriate
formeals.)
the event.
bpmNEXT's
receipt
of aisreserves
completed
form
and/or
payment
does
may
becancellations
made
at any
time
up to
the
start
ofSharing
the
conference.
bpmNEXT
theregistration
right
limit
orthe
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to
anynot
(inclusion
the cost
for
lodging
and
of attendee
passes
not
permitted,
however,
substitution
of registrations
Cancellation
Liability:
Cancellations
and
No-shows
meals,
received
after
1/19/13
are
subject
to
a refund.
30%
penalty.
No
shows
will
beto
charged
fulladmission
price
of and
admission
Cancellations
received
prior
to
1/19/13
are
eligible
for
a
full
As
the
price
of
admission
includes
both
lodging
individual
deemed
inappropriate
for
the
event.
bpmNEXT's
receipt
of
a
completed
registration
form
and/or
payment
does
may
be
made
at
any
time
up
to
the
start
of
the
conference.
bpmNEXT
reserves
the
right
to
limit
or
deny
admission
to
anynot
(inclusion
the cost
forreceived
lodging
and meals.)
Sharing
of attendee
passes
is not
permitted,
however,
substitution
of registrations
Cancellation
Liability:
Cancellations
and
No-shows
meals,
cancellations
after
1/19/13
are
subject
to
a
30%
penalty.
No
shows
will
be
charged
the
full
price
of
admission
constitute
acceptance.
Registrations
and
payments
that
are
not
accepted
will
be
returned
without
penalty.
individual
deemed
inappropriate
for
the
event.
bpmNEXT's
receipt
of
a
completed
registration
form
and/or
payment
does
may
be
made
at
any
time
up
to
the
start
of
the
conference.
bpmNEXT
reserves
the
right
to
limit
or
deny
admission
to
(inclusion the cost
for lodging
meals.)
Sharing for
of attendee
passes
is not
permitted,
however,
substitution
of registrations
Cancellations
received
prior toand
1/19/13
are eligible
a full refund.
As the
price
of admission
includes
both lodging
and anynot

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