BEGINNERS: Six Sigma and Lean Applied to Financial Services
It has been widely acknowledged in the Financial Services Industry that, when deployed correctly, Lean Six Sigma achieves significant results. Lean Six Sigma provides Financial Services Organizations with a way to do business faster and with less waste (Lean) and at the same time do business better with less variation and fewer defects (Six Sigma). In short, Lean Six Sigma is a roadmap for-long term success without sacrificing quality, service or customer satisfaction.
During this workshop, participants will learn the basic concepts and fundamental philosophies behind Six Sigma and Lean, how these methodologies can be applied and the impact on Financial Services - what it takes to successfully build an infrastructure to support Six Sigma and Lean.
Some of the key learning’s include:
• Definition of Six Sigma and Lean and why they are important to financial services
• What Lean Six Sigma can do: Case studies from Financial Institutions and Service Organizations
• DMAIC approach to problem solving and how it can be applied to your organization
• Roles, responsibilities and requirements for each member of a Six Sigma community
• How to apply statistical analysis tools to problem solving
• How to use deployment strategies to drive results
• The journey an organization takes to deploy Six Sigma and Lean and the model it uses for a successful deployment
WORKSHOP LEADER:
David Silverstein, President and CEO, BREAKTHROUGH MANAGEMENT GROUP, the world’s fastest-growing performance improvement training and consulting firm. A seasoned business leader, executive mentor, master black belt and six sigma deployment coach, David helps companies develop and execute performance excellence strategies, as well as measure their success.

BEGINNERS: Ensuring a Successful Six Sigma Deployment in Financial Services Using Software Technology
Financial Services companies have traditionally been early adopters of software and information technology to automate their operations. In this age of the Internet and the Web, software technology has advanced to a level where it can make the critical difference to ensure success of your Six Sigma deployment.
Learn how to use automation to get a handle on these factors affecting your Six Sigma program:
• Ensuring alignment of projects with strategic goals and priorities at each level of the organization
• Improving project selection by formalized evaluation and scoring
• Ensuring compliance during project execution with your deployment prescriptions around charters, business cases, objective statements, roadmaps, tool templates etc
• Ensuring adequate process and controls around the financial benefits claimed by each project
• Ensuring consistent reporting of project progress in toll-gate reviews
• Rolling up key metrics from projects to a cross-organization level
• Effective, real-time reporting and dashboarding to assure executive visibility and support
The workshop will present case studies on how organizations have completed 100 more projects, reduced cancelled projects by 50, reduced cycle time by 30%
WORKSHOP LEADER:
Dr. Prasad Raje, CEO, INSTANTIS. Instantis is the leading provider of on-demand software for CXO mandated initiatives that improve enterprise financial performance. Prasad is the founder of Instantis and has 19 years of experience in the technology industry and in the last 7 years has successfully overseen the deployment of Instantis software at dozens of leading Global 1000 companies like Credit Suisse, McKesson, Xerox and others.

BEGINNERS/ INTERMEDIATE: Financial Validation and Tracking of Six Sigma Projects
A rigorous financial validation process is a key component of any Six Sigma deployment. It adds integrity and consistency to the methodology. Unfortunately, very few companies neither put the necessary effort on selecting and training the right financial rep nor on developing the company’s financial validation system. While not all companies track financial benefits of Six Sigma projects, many who do perform this process at the completion of the project using an ad-hoc and non-standardized validation process. This approach creates confusion, re-work and delay the reporting of the overall financial benefit of all projects across the firm.
In order to solve this problem, this workshop provides the participants with a hands-on opportunity to learn how to validate, track and report financial benefit of Six Sigma projects holistically throughout the organization.
This workshop includes:
• Finance rep selection and training
• Creation of the company’s financial validation system and guidelines
• Methodology and tools including FMEA
• Case studies to better understand the methodology and tools.
• Financial validation and process control
• Project closure and reporting
• Six Sigma annual forecast process – Sensitivity Analysis
WORKSHOP LEADER:
Jackie Cazar, Managing Director, END TO END CONSULTING, LLC. Ms. Cazar designs and implements VOC, Six Sigma and End to End programs for service and financial firms. She has over 14 years experience in quality management, designing, implementing and managing enterprise-wide quality initiatives. Some of her previous leadership positions include VP of Six Sigma for The Bank of New York and Quality Relationship Leader and Master Black Belt for American Express.

STRATEGIC: VOE and the Human Approach– Concepts and Calculations
Your company’s workforce is a significant strategic asset and opportunity for competitive advantage that delivers value to customers. But how can you distil your organization’s VOE or “Voice of the Employee” in a meaningful and value driving manner?
This workshop will introduce you to the concepts and calculations of employee value delivery:
The human approach and VOE
The more your workforce truly understands, participates and focuses on improving customer experience and business results, the more you can improve employee effectiveness and efficiency and ultimately the advocacy that leads to a superior customer experience.
Framework and Calculations
• Employee value delivery framework and analysis
• How to apply the human approach and calculations when problem solving
Structuring workforce performance sigma projects – Who is in charge? Who is on the team?
The traditional functional organization needs a leader and a cross-functional team to lend a multi-dimensional perspective to collecting, analyzing, deploying and improving disparate employee data.
Learn to break down barriers that help / hinder your delivery of distinctive value and provide a roadmap for executives, managers and employees to further enhance value delivery in both the near and long term.
WORKSHOP LEADER:
Dr. John Martin, Chairman and co-founder, CHADWICK MARTIN BAILEY INC. has over 30 years consultative experience designing and delivering employee and customer derived business intelligence to the world’s largest companies. He is also a three time Malcolm Baldrige National Quality Award Examiner.

BEGINNERS/ INTERMEDIATE: The “Lean Path” to Lean Six Sigma Deployment
Many organizations face the challenges of time and cost associated with training Belts and establishing the infrastructure for Lean Six Sigma, not to mention the staffing barrier. Conventional Lean Six Sigma deployment strategies can ironically lead to waste and performance variation.
How can you deploy and sustain Lean Six Sigma faster, better and at lower cost?
This workshop will provide you with the know-how for a simpler, more cost effective roadmap for integrating and advancing Six Sigma.
Topics to be covered include:
• Identifying the five big wastes in Lean Six Sigma
• Building a “Lean Factory” for Lean Six Sigma deployment
• Examining an innovative project selection model to enable higher integration of tools
• How to deploy to deliver bigger returns
A highly practical workshop relevant to any Financial Institution, wherever you are on your Six Sigma journey:
• For potential users and beginners considering or newly deploying Lean Six Sigma
• For intermediate to advanced users looking to improve the return on an existing deployment
WORKSHOP LEADERS:
Bob Crescenzi, Vice President for Business Excellence, STANDARD REGISTER, a Fortune 500 Services Company. Bob has directed the deployment of the firm's innovative and highly successful approach to Lean Six Sigma which features he application of multiple toolsets to reduce waste and improve Belt productivity.
John Tucci, Founding Partner, LEAP TECHNOLOGIES has more than 15 years experience in process improvement and strategy execution. Leap Technologies has conducted on-going research across industries to identify best practices in Lean Six Sigma Deployment. John’s has worked with numerous financial services organizations including First Chicago, Bank One, LaSalle Bank, The Northern Trust Company and Volvo Commercial Finance.

BEGINNERS/INTERMEDIATE: Linking Focus Group Outputs, the Kano Model, Quality Function Deployment (QFD) and Design of Experiments (DOE) in Financial Services
Focus Groups have been utilized in determining customer issues with services provided by Financial Institutions (principally banks) and translating those issues into service requirements. The degree of success realized through this technique is dependent, largely, on how accurately the translation was effected.
The Kano Model for Customer Satisfaction has been covered scantily in practice (non-applied) in the banking sector, and even if used, is covered in a distinct, non-quantitative way. QFD also has been utilized, in a limited way, in translating customer requirements into product or service specifications. Design of Experiments (DOE) is a technique has been relegated to the realm of “black art” with consultants engaged on determining customer-specified factor combinations that would yield optimal outcomes. What is rarely discussed is the integrated use of these powerful techniques in a practical setting that would capture the essence of customer needs and test those needs criteria
Attendees to this workshop will benefit from:
• Learning how to structure and run internal focus groups within a business function effectively.
• Use the Kano Model for Customer Satisfaction and score the Focus Group output
• How to map the Kano output to the QFD matrix
• Utilizing the QFD output to determine factors for DOE testing
WORKSHOP LEADERS:
Raj Shroff, VP, Engineering and Planning Group, CITI CARDS. Raj has more than 10 years of experience with several million dollars of benefits delivered through the application of Six Sigma tools. Raj’s projects have won multiple awards at Citi. Das Madhavan, VP, CITI CARDS. Das has spent the last 11 years working on numerous Lean Six Sigma initiatives in Marketing and Operations in numerous cross-functional projects in Six Sigma across all operational and marketing functions within financial services.

The 3rd Annual Six Sigma in Financial Services conference will bring together senior-level quality and process improvement professionals from a broad range of organizations.

One of the key benefits of attending this conference is the networking opportunities you will find.

Organizations wishing to take further advantage of these opportunities should contact Lucy Tuck of WCBF about taking an exhibition booth or sponsoring one of the lunches, breaks or evening receptions.

Email: lucy.tuck@wcbf.com

WCBF invites all professionals within the Financial Services Industry responsible for improving quality and Business Process Excellence. This conference presents a superb opportunity to benchmark with your competitors, network with your peers, listen to business leaders and hear practical, project case studies.

You will benefit from this conference if you are a:

• CEO

• Chief Information Officer

• Chief Finance Officer

• VP of Performance Improvement

• VP of Process Excellence/ Improvement

• VP of Six Sigma

• Head of Quality

• Team Leader, Process Improvement

• Head of Operational Excellence

• Head of Customer Service

• VP of Business Excellence

• Deployment Leader/ Champion

• Head of Process Management

• Director of IS

• Director of Operations

• Six Sigma Champion, Master Black Belt and Black Belt

PLUS Don’t miss out if you are from a Technology Organization or you are a Supplier to a major financial corporation.

VENUE

New York Marriott Eastside

525 Lexington Avenue

New York, New York 10017 USA

Reservations Phone: 1-212-755-4000 or Toll-Free: 1-800-242-8684

New York Marriott Eastside

Gloriously restored, the New York Marriott EastSide exceeds the expectations of today's business, leisure and meeting guest with a smart and stylish decor, a full complement of amenities and hallmark Marriott service. Located in the heart of Midtown Manhattan, central to New York businesses and attractions whilst offering the charm of a warm, intimate, boutique-like atmosphere.

Travel & Accommodation

Hotel and travel costs are NOT included in the registration fee. However, WCBF have negotiated reduced rate accommodation with the hotel at $319++ per room per night plus 13.375% and $3.50 tax. Room rate would be available 3 days pre/post based on space & rate availability. Reduced Rate Cut-Off: April 25, 2006. When booking please quote: "WCBF Group".

The Summit experience is unique, but we can still provide you with the documentation of the event you missed on CD!

To order call (1) 800-959-6549 0r (1) 312-466-5774 - or email register@wcbf.com. Cost $699 (inc. p&p)