February 23, Main Day Two

10:00 am - 10:30 am EST 1:1 Matched Business Meetings

10:30 am - 11:00 am EST 1:1 Matched Business Meetings

11:00 am - 11:30 am EST 1:1 Matched Business Meetings

11:30 am - 11:45 am EST Comfort Break

11:45 am - 12:00 pm EST Welcome Orientation and Chairperson’s Opening Remarks

12:00 pm - 12:30 pm EST USE CASE Finding the right Use Cases for RPA at Reeds Jewelers

Arthur Phidd - CIO, REEDS Jewelers

Reeds Jewelers CIO, Arthur Phidd, asserts that in order to make the business case for RPA you must have a successful use case. If you don’t know the use case, then you can’t predict the ROI. In this session, he will discuss his past successes selecting the right use case across the banking industry, and his current work transforming Reeds Jewelers through RPA. This includes but Isn’t limited to:

  • Picking the right use case as a function of business need, rather than industry trend, and identifying those needs
  • Identifying how people and processes will be impacted by RPA and planning accordingly
  • How Arthur selected two use cases: test automation and supply chain management, for Reeds Jewelers’ business needs

Arthur Phidd

REEDS Jewelers

12:30 pm - 1:00 pm EST PANEL DISCUSSION Democratized Automation is Already Here, How can you Control the Chaos of Evolving Automation Tools?

Rachel Lockner - VP for Finance Process Management, Moody's
Luke Chilton - VP of Finance for Infrastructure, Arcadis
Kirk Serjeantson - Chief Information Officer, Arbor Memorial

With the advent of Google’s new workflow automation tool, the technology has gained a new level of accessibility. As low-code, no-code tools become easier to use, a cheaper alternative, and more popular for solving common administrative tasks, automation executives must be cognizant of steering grass-roots use. This session will discuss:

  • Monitoring and tracking the use of automation tools across the organization
  • The risks and importance of regulating broader platform use, like PowerBI and Tableau
  • Guiding democratized tool use towards a greater transformation goal

Rachel Lockner

VP for Finance Process Management


Luke Chilton

VP of Finance for Infrastructure


Kirk Serjeantson

Chief Information Officer
Arbor Memorial

1:00 pm - 1:30 pm EST Real-Time Benefit Tracking and Realization for Automation Projects

Samuel Best - VP Business Automation, GM Financial

After deploying robotic process automation, how can organizations measure and assess ROI? This session will discuss how executives can ensure they’re tracking automation and the metrics used to calculate ROI and adjust ROI and forecasting accordingly. This session will tackle:

  • How real-time benefit tracking needs to capture the right data points embedded in the project
  • Monitoring RPA benefits by picking the right metrics; ensure you track and quantify quality correctly
  • What if it doesn’t go as planned? How can you use incoming data to make insightful decisions, sharpen your forecasting abilities for lessons learned and future actions

Samuel Best

VP Business Automation
GM Financial


that everyone is able to visually connect, V-IDGs help senior business leaders get face-to-face time with like-minded people, experiencing similar current challenges. When executive decision makers are facing many of the shared problems across departments, industries, and countries, it’s imperative that they share their found pieces of the jig-saw puzzle. Only then can they collectively start piecing together the whole picture.

TOPIC: Does Scaling RPA always Equal ROI?

2:00 pm - 2:15 pm EST Comfort Break

2:15 pm - 2:45 pm EST 1:1 Matched Business Meetings

2:45 pm - 3:15 pm EST 1:1 Matched Business Meetings

3:15 pm - 3:45 pm EST 1:1 Matched Business Meetings

3:45 pm - 3:50 pm EST Close of Conference