BUSINESS TRANSFORMATION 2013 BUSINESS A G E N D A TRANSFORMATION 2013 Time Topic Presenter Organization OCT 9, 2013 , 8:00 - 8:20 Breakfast mingle 8:20 - 8:30 Introductions James Miller Tree Island 8:30 - 9:05 Leading practices in BT Gillian Richards Deloitte Presented by 9:05 - 9:40 Building a BT Operating Model Hart Mauritz BC Assessment 9:40 - 10:15 Digital Aviation Vision Andrew Hall Boeing 10:15 - 10:30 Break TREE ISLAND 10:30 - 11:05 Turn-around of a Trade Show Miquel Serrano FIRA Barcelona STEEL LTD. & 11:05 - 11:45 Change Management Jeff Adams Candian Pacific

11:45 - 13:00 Lunch Speaker - Analytics - Clayton Knight of Deloitte 13:00 - 13:45 An Engagement with the COE Stuart Donald UBC COE Conference Overview 13:45 - 14:20 Enterprise Analytics Strategy Don Coulter Coast Capital

14:20 - 14:35 Break Are you up to date on industry leading practices in transforming your business? Hear the latest from your 14:35 - 15:10 Blended Approach to Process Dale Lawrence business transformation and operations research peers. Learn Improvement about the power of analytics for accelerating transformations. 15:10 - 15:55 Demand planning in the Steel Jiamei Bai & Tree Island Industry Gregor Kolb Tree Island Steel and the UBC Centre for Operations Excellence are hosting a one-day conference for business 15:55 - 16:55 Expert Panel transformation, process re-engineering and operations 16:55 - 17:00 Closing Remarks Stuart Donald UBC COE research professionals. After Conference Networking at Earls in Yaletown 17:30 We have firms participating from across a wide spectrum of industries; engaging speakers presenting case studies; and Some Participating Organizations experts providing advice on how to move the dial on business • Tree Island Steel Ltd • UBC performance. The World depends on Wire…Depend on Tree Island Steel • Canadian Pacific Railway • Deloitte • Coast Capital • Aritzia • FIRA Barcelona • • Boeing – Aeroinfo • Earls • BC Assessment • Telus • Edmonton Airport • And more… Authority

Event Sponsor

Wednesday, October 9th, 2013 For more information on this event please contact: UBC Robson Square, HSBC Hall James Miller, VP Corporate Development, Tree Island Steel 800 Robson Street [email protected] Vancouver, BC, Canada Jiamei Bai, Director of Business Transformation, Tree Island Steel [email protected] 08:00 – 17:00

BUSINESS TRANSFORMATION 2013 BUSINESS TRANSFORMATION 2013

Presenters Expert Panel The After Party!

Don Coulter, Chief Financial Officer Hart Mauritz, VP Business Innovation James Miller, VP Corporate Development Coast Capital Speakers BC Assessment Tree Island Steel Ltd. Join your fellow transformers after the Don is the chief financial officer of Coast Capital, Canada’s second Hart is responsible for business innovation at BC Assessment, James has accountability for strategic planning, business conference for drinks at Earls in Yaletown largest credit union. He has over 20 years of experience as a driving strategic initiatives to transform the company and transformation, procurement and corporate development at financial executive, gained both in Canada and abroad. He is a achieve operational excellence. He is also responsible for Tree Island. He is a turn-around expert with experience in graduate of the University of Toronto with a degree in customer strategy, process management, change management, banking, real estate, retail, transportation, and manufacturing. Mathematics and Economics and is a member of the Canadian quality assurance, and shared assessment and valuation In addition, James teaches Finance at the British Columbia Institute of Chartered Accountants. Don serves as vice-chair of the services. He was previously a Partner in KPMG’s Management Institute of Technology and sits on a not-for-profit board. James board of the foundation at Kwantlen Polytechnic University and Consulting practice leading the Strategy & Operations Service has a MBA from the Queen’s and bachelors from Simon Fraser. was voted by his peers to the Council of the Institute of Chartered Line in BC. Prior to that, he worked internationally at a top 1095 Mainland Street Accountants of British Columbia in 2011. In 2013 Don was selected management consulting firm in Europe. Hart holds a master’s Stuart Donald, Managing Director as chief financial officer of the year by Business in Vancouver and doctorate degree in business administration. Sponsored by Blake, Cassels & Graydon LLP Magazine. UBC Centre for Operations Excellence Jacob Kuijpers, Senior Manager, Information Stuart engages industry to unite it with the enthusiasm of Miquel Serrano, Director of the Brandery Management & Analytics, Deloitte talented graduate students, the expertise of world class faculty FIRA Barcelona in Operations Research and Analytics, and a strong professional Jacob has over 15 years of experience in analytics and business staff to deliver valuable solutions to industry’s challenging Miquel is a marketing and branding professional accountable for a intelligence and analytics with industry expertise in financial operations problems. He has 15 years experience as a bi-annual fashion trade show for FIRA Barcelona where he has services, retail, utilities, and gaming both in Europe and in consultant effecting change through OR/Analytics solutions. He transformed the business in the toughest economic climate to hit North America. He has deep experience and a passion for data joined Sauder in 2007 where he oversees 8 to 10 COE Projects Spain. FIRA is a trade and convention organization with over 4.4 visualization. Prior to joining Deloitte analytical team, Jacob each year while teaching graduate courses. He earned a B.Sc. in mm square meters of venues and a portfolio of 70 shows. Miquel worked as Senior Manager of BI and CRM for the Hudson’s Bay forestry and a M.Sc. in forestry and operations research. holds an MBA as well as a masters in Marketing Management from Company and prior to that, Managed Business Intelligence at University Pompeu Fabra, an undergraduate degree in Cap Gemini. He holds a masters degree in Management Jeff Adams, AVP Continuous Improvement International Trade from Academia Fontanella, and a design Information Systems from the University of Groningen in The Canadian Pacific Railway degree from Barcelona’s Escola d’Arts i Oficis. He has 14 years Netherlands. experience in the fashion industry, expertise in branding and social Jeff created CP’s lean transformation strategy and leads media, and speaks 7 languages. Andrew Hall, Senior Manager Analytics corporate-wide deployment. With over 29 years in leading line Boeing Aeroinfo Operations, Sales and Marketing, and in leading large-scale Jiamei Bai, Director Business Transformation transformation, Jeff is passionate about sharing his learnings. Andrew is Senior Manager of Analytics at Boeing Canada – Tree Island Steel Ltd. His expertise is sought out for addressing conferences in both Aeroinfo, an in-house IT and Software Development center. He North America and Europe, and to advise CP’s customers and Jiamei’s career has been spent in management and IT consulting. founded and leads the Aeroinfo Advanced Analytics practice, a other organizations seeking successful transformation. Jeff’s She is currently responsible for the planning and implementation recognized Center of Excellence within Boeing, and is a solution achievements have earned him the Lean Sensei “Sponsor of the of strategic initiatives, Business Transformation and analytics. She strategy thought leader and airline consultant for Boeing’s Year” for 2009 and earned Canadian Pacific the INFORMS “Franz has industry experience in banking, manufacturing, resources, Digital Aviation business. Andrew has degrees in Engineering Edelman Award” for 2003. utilities, as well as in the public sector. She is a Professional Physics and Operations Research from UBC and previously Engineer, with an MBA from UBC, a MASc in biomedical worked at GE Transportation and the UBC Centre for Operations Gillian Richards, Senior Manager Excellence. engineering from UBC and a BASc in mechanical engineering from Monitor Deloitte University of Waterloo. Dale Lawrence, Director Quality, and Gillian has over 5 years of consulting experience alongside 10 Gregor Kolb, Head of Operations Research Process Improvement, Telus years of industry experience helping financial institutions define Tree Island Steel Ltd. and execute the customer strategy and business transformation Dale has been a Process Improvement professional for 10 years efforts. Recent engagements have focused on customer data Gregor leads the newly created analytics group at Tree Island, with and TELUS with expertise in Lean Process and profitability strategy, alongside the execution of key responsible for the introduction and deployment of analytical Redesign. Dale specializes in enterprise process transformation. customer strategies including end-to-end definition of a Next techniques. He holds a B.Sc. in Econo-Physics from the University Dale is based in Burnaby office and supports a team of Best Offer program and customer-centric process design of key of Ulm, Germany and is a graduate of the Center for Operations approximately 40 process improvement professionals across Retail Banking customer interactions. Prior to joining Deloitte, Excellence at UBC where he received his Master of Management in Canada. Gillian held several senior-level customer insight roles, including Operations Research. Gregor’s other passion is sport – he won a Director, Customer Knowledge and Insights with Scotiabank. Silver Medal at the 2005 Junior Rowing World Championships.

HOW DO I REGISTER? About the Centre for Operations Excellence This event is by invitation only and there is no cost. If The Centre for Operations Excellence (COE) is an internationally The COE is dedicated to providing value to business and academia you are interested in attending, please contact us to recognized operations research (OR) centre dedicated to providing through projects with industry and research on applied OR receive your invitation (SEE PAGE 1). value to business and academia through projects with industry and methods. The COE has published many research articles and research on applied OR methods. completed over 100 industry projects with major corporations in We have space limitations of 86 people so invitations nearly every business sector. Some of these projects have been are limited. If you RSVP and cannot attend, please let The COE also administers the UBC Master of Management in featured in the national media and have won best practice awards us know at the earliest opportunity. This will allow us Operations Research (MM in OR), a specialized 16-month program at OR conferences. that provides students with an advanced education in business to offer spots for students. analytics and operations research.