Real World Applications to Break Through the Hype

Lead Sponsor

www.conferenceboard.org/roboticautomation

MAIN CONFERENCE20th Annual Global Business and Shared Services

November 15-16, 2016Marriott East Side

New York, NY

POST-CONFERENCE SEMINARRobotic Process Automation

November 17, 2016The Conference Board Conference Center

New York, NY

Robotic Process Automation S E M I N A R

www.conferenceboard.org/roboticautomation

Agenda

Thursday, November 17, 2016

9 – 9:30 amConference Opening, Introductions and ExpectationsThis interactive seminar is tailored to meet the needs of participants; this is not a one-size fits all session. The opening session invites attendees to introduce themselves, share their experiences in relation to RPA and describe their expectations for the seminar.

Session B: 9:30 – 10:40 amBreaking through the RPA Hype: The What, Why, How, Who and When To set the stage for the seminar we will define RPA and provide an overview of the current and future capabilities of this evolving technology. Explore the different kinds of automation technologies available, benefits of each, how they are best utilized, and what we can expect the next wave of technologies to be. In addition, we will explore what are some of the more complex activities you can expect robotics will be responsible for in the future to start planning for today.

Gina Schaefer, Managing Director, Deloitte Consulting LLP

Networking and Refreshment Break 10:40 – 10:55 am

Session C: 10:55 am – 12 pmGetting it Right from the Start: RPA at American ExpressDuring this session hear from a leading organization who has achieved great success in RPA. Understand the critical components of their project define phase which resulted in their very successful implementation and enterprise-wide adoption. They will share how they were able to identify the right candidates for automation which avoided project impacts, the key members of their team which ensured engagement from key stakeholders and the centralization of automation oversight which allowed business teams to take advantage of several common core assets that would be difficult, timely and costly to replicate across individual teams.

Adrienne Hill, Vice President-Automation COE, American Express

Enid Martinez, Director-Automation COE, American Express

Lunch 12 – 1 pm

Session D: 1 – 2 pm Creating a Thorough Governance Program to Ensure Commitment and Fuel ResultsTo ensure your investment is not derailed it is imperative that you have created an effective and thorough governance platform to not only ensure the performance of your system but also clearly communicate the results. During this session explore the key components of a robust governance structure. We will examine a deployment framework and prioritization model which includes team structure, steering committee arrangement, status reports and other critical tools to not only ensure transparency but continuous improvement.

Mark Simon, Director, Global Business Services, EMC

Session E: 2 – 3 pmRobotic Process Automation - Early Learning from a Financial Services PerspectiveThe past few years has seen dramatic changes in deployment of emerging technologies and new automation capabilities in the world of operations and services, and RPA is a key change agent in that domain. It is still in very early stage but there are already significant learnings. In this session, learn about the early learnings from a typical RPA journey.

Arindam Mukhopadhyay, Managing Director, Global Head of Citi Shared Services (CSS) Strategy & Re-Engineering, Global Head, Citi Information Security Ops, Citi

Networking and Refreshment Break: 3 – 3:15 pm

Session F: 3:15 – 4:15 pm“A Robot is Taking My Job!”-Learn How to Overcome Internal Resistant through Effective Engagement and Communication StrategiesRPA is a disruptive technology that will change the way the organization thinks about and performs work. Understand the best practices around communication and engagement to ensure a system is in place to manage the ongoing internal resistance and the human/machine interaction that is crucial to the success of your investments.

Panelists:Phyllis Gallay, NA Shared Services Center Director, BDLaure Browne, Associate Director Business Finance Services US

Record to Report, Bristol-Myers Squibb

Session G: 4:15 – 4:30 pmApplying the learnings to your organization – What will you do differently tomorrow morning?

GET INVOLVEDAmplify your experience and your organization’s exposure.

Speaking Opportunities: casey.greenzweig@conferenceboard.org

Sponsorship Opportunities: michael.felden@conferenceboard.org

Media Partner Opportunities: justine.platt@conferenceboard.org

The Conference Board is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

For more information regarding administrative policies such as complaint and/or refund, please contact our offices at +1 212 339 0345.

Earn up to 6.5 CPE credits Management Advisory ServicesRequirements: Attendees must sign-in each day for full credit.

Delivery Method: Group-Live

Program Level: Intermediate

Prerequisites: Bachelor’s degree or higher, Advanced

Preparation: None

www.conferenceboard.org/roboticautomation©2016 The Conference Board, Inc. All rights reserved.Program subject to change. September 2016

REGISTRATION INFORMATION

Online www.conferenceboard.org/roboticautomationEmail customer.service@conferenceboard.org Phone 212.339.0345

8:30 am –5:30 pm ET, Monday – Friday

Fees do not include hotel accommodations.

LocationThe Conference Board Conference Center 845 Third Avenue (Between 51st and 52nd St), 3rd Floor New York, NY 10022-6600 +1 212 339 0345

Cancellation Policy Full refund until three weeks before the meeting. $500 administration fee up to two weeks before the meeting. No refund after two weeks before the meeting. Confirmed registrants who fail to attend and do not cancel prior to the meeting will be charged the entire registration fee.

Team Discounts per Person For a team of three or more registering from the same company at the same time, take $150 off each person’s registration. One discount per registration. Multiple discounts may not be combined.

Pricing:

Members $1,015

Non – Members $1,215