NETWORKINGConnect one-on-one with presenters, authors, and

other thought leaders in the field.

INDUSTRY FOCUSEDGain new perspective from

by attendees and presenters who are in the finance

industry or similar fields.

WORKSHOPSReceive hands-on training to broaden your understanding

and implementation of operational excellence.

Keep your continuous improvement efforts fresh and invigorated. Learn from leaders and business transformation experts in keynote sessions and in smaller break-out sessions—where you can join the discussion.

R E G I S T E R T O D AY

EVENTS.SHINGO.ORG

Highlighted Speakers

Matt BenchenerOfficer, Client Services

and OperationsVANGUARD

Adam GareyVP of Customer Service

COUNTRY FINANCIAL

Nix JubanProcess Engineering Excellence

& Kaizen Service Program Manager

INTEL CORPORATION

Nigel ThurlowChief of Agile

TOYOTA CONNECTED

R E G I S T E R T O D A Y

Financial Services Summit

October 22–23, 2019CHICAGO, ILLINOIS

EVENTS.SHINGO.ORG

2019 Shingo Institute R E G I S T E R T O D AY

FINANCIAL SERVICES SUMMIT events.shingo.org

2019 FINANCIAL SERVICES SUMMIT

Summit AgendaTuesday, October 22, 2019

8:00 a.m. – 8:30 a.m. Breakfast & Registration------------------------------------------------------------------------------------------------------8:30 a.m. – 9:00 a.m. Welcome Remarks

Ken Snyder - Executive Director, Shingo Institute ------------------------------------------------------------------------------------------------------9:00 a.m. – 9:50 a.m. Keynote

Matt Benchener, Officer, Client Services and Operations, Vanguard Lean at Vanguard------------------------------------------------------------------------------------------------------9:50 a.m. – 10:10 a.m. Networking Break------------------------------------------------------------------------------------------------------10:10 a.m. – 11:00 1.m. Keynote

Peter Federko, Ret. CEO, Saskatchewan WCB Improving Our Claims Intake Process for Employers

and Workers at Saskatchewan WCB------------------------------------------------------------------------------------------------------11:00 a.m. – 11:10 a.m. Intermission------------------------------------------------------------------------------------------------------11:10 a.m. – 12:00 p.m. Concurrent Sessions

1. Shaun Barker, Assistant Executive Director, Shingo Institute Shingo Assessments & Challenging for the Prize

2 . Jason Chase, Head of Lean Management, T. Rowe Price A Shingo Journey in the Investment Sphere

3. Robert Lopez, Sustainability Lead, Allstate Insurance Company The Journey of Transforming a Good Company to

Great------------------------------------------------------------------------------------------------------12:00 p.m. – 1:00 p.m. Networking Lunch------------------------------------------------------------------------------------------------------1:00 p.m. – 4:30 p.m. Workshops

1. Keivan Zokai, Partner, S A Partners and Dina Patel, Lean Coach, S&P Global Why Financial Services Needs to Consider a Fresh

Approach to Lean Thinking 2. Therese Costich, VP of Strategic Initiatives, Salient Management Company Sustaining Continuous Improvement During the Era

of Digital Transformation 3. Shaun Barker, Assistant Executive Director, Shingo Institute Designing Systems of Excellence------------------------------------------------------------------------------------------------------2:30 p.m. – 2:45 p.m. Networking Break------------------------------------------------------------------------------------------------------4:30 p.m. – 5:00 p.m. Key Learning Moments

Wednesday, October 23, 2019

8:00 a.m. – 8:30 a.m. Breakfast and Information Desk------------------------------------------------------------------------------------------------------8:30 a.m. – 12:00 p.m. Workshops

1. Gwendolyn Galsworth, President, Visual Thinking Inc.

5S on Steroids 2. Karyn Ross, Co-author, The Toyota Way to Service

Excellence Practical Creativity 3. Jen Ralston, CEO, HKPO Lean Six Sigma Experts

The Money Left on the Table! How to use Lean Six Sigma for Cost Savings

------------------------------------------------------------------------------------------------------10:00 a.m. – 10:15 a.m. Networking Break------------------------------------------------------------------------------------------------------12:00 p.m. – 1:00 p.m. Networking Lunch------------------------------------------------------------------------------------------------------1:00 p.m. – 1:50 p.m. Concurrent Sessions

1. Adam Garey, VP Customer Service, COUNTRY Financial Practical Steps to Turn Around a Transactional Function Team 2. Ted Iverson, Expert, McKinsey & Company Keys to a Successful Lean Transformation

3. Nix Juban, Process Engineering Excellence & Kaizen Service Program Manager, Intel Corporation

The Power of Visually Facilitated DMAIC Kaizen Teams -----------------------------------------------------------------------------------------------------1:50 p.m. – 2:10 p.m. Networking Break------------------------------------------------------------------------------------------------------2:10 p.m. – 3:00 p.m. Keynote

Nigel Thurlow, Chief of Agile, Toyota Connected Transforming a Bank into a FinTech Using Agile

Factories------------------------------------------------------------------------------------------------------3:00 p.m. – 3:50 p.m. Keynote

Penny Weller, Senior Director, The Hackett Group Selecting KPIs that Make a Difference------------------------------------------------------------------------------------------------------3:50 p.m. – 4:00 p.m. Shingo Moment

Ken Snyder, Executive Director, Shingo Institute

Thursday & Friday, October 24–25, 2019

8:00 a.m. – 5:00 p.m. Workshop

CULTURAL ENABLERS Richard Guba, Senior Consultant, Myelin Media

Hosted by Allstate Insurance, Northbrook, Illinois

2019 Shingo Institute R E G I S T E R T O D AY

FINANCIAL SERVICES SUMMIT events.shingo.org

2019 FINANCIAL SERVICES SUMMIT

OLC Education & Conference Center 9400 W. Higgins Road, Ste. 100Rosemont, Illinois

Hotel Information

Hampton Inn & Suites Rosemont Chicago O’Hare9480 West Higgins RoadRosemont, Illinois (847) 692–3000

Chicago Marriott Suites O’Hare 6155 North River RoadRosemont, Illinois(847) 696–4400

Both hotels are within walking distance of thevenue. Enjoy proximity to popular Rosemont attractions such as MB Financial Park, The Rivers Casino, the Factory Outlets of Chicago, and the Donald E. Stephens Convention Center.

2019 FINANCIAL SERVICES SUMMIT

Additional Workshop

CULTURAL ENABLERS Allstate Insurance, Northbrook, Illinois Instructor: Richard Guba, Senior Consultant, Myelin Media

This two-day workshop integrates classroom and on-site experiences at a host facility to build upon the knowledge and experience gained at the DISCOVER EXCELLENCE workshop. It takes you deeper into the Shingo Model™ by focusing on the principles identified in the Cultural Enablers dimension:

• Respect Every Individual

• Lead with Humility

Cultural Enablers principles make it possible for people in an organization to engage in the transformation journey, progress in their understanding, and ultimately build a culture of enterprise excellence. Enterprise excellence cannot be achieved through top-down directives or piecemeal implementation of tools. It requires a widespread organizational commitment. The CULTURAL ENABLERS workshop will help you define ideal behaviors and the systems that drive them using behavioral benchmarks.

2019 FINANCIAL SERVICES SUMMIT

Attendance Fees

Two-Day Summit Attendee FeeOctober 22–23, 2019 $1,295.00--------------------------------------------------------------------------CULTURAL ENABLERS Workshop FeeOctober 24–25, 2019 $1,595.00

Groups of three or more receive a 25% discount off the Summit Attendee Fee when you register as a group. If you need to register separately, please email Mary Price at mary.price@usu.edu for a discount code.