September 11-12  |  Renaissance Atlanta Midtown  |  Atlanta, Georgia

Accelerating Your Transformation

This exclusive event is designed for senior leaders and directors navigating their Enterprise Business Agility journey and enabling company-wide transformations.

  • Shifting focus from Outputs to Outcome based planning
  • Measuring what matters and enabling a culture of Continuous Improvement
  • Designing lean portfolio mgmt teams and optimizing team design for FLOW
  • Developing talent and transforming HR
  • Investing in the people, culture and leadership agility
  • Giving customers a seat at the table and discovering new markets through rapid experimentation

Our goal is to connect you with your peers who are on their own Enterprise Business Agility journey so you gain insights into patterns they’ve leveraged, and the lessons they’ve learned transforming complex enterprises with hundreds of teams and thousands of employees.

What You Get

  • Learn from other leaders on the journey and meaningful build relationships
  • Take back real solutions and ideas to address your top 3 challenges

What to Bring

  • Three challenges from your organization that would make your time investment worth it
  • Your curiosity and appetite for learning!
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Join Us for Solutions to These Challenges

Presenting Companies

September 11-12, 2019

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Additional opportunities to expand your learnings and get certified are available September 9-10, 2019.

Renaissance Atlanta Midtown Hotel

866 W. Peachtree Street NW, Atlanta, GA 30308
(678) 412-2400

Summit Agenda

48 Hours of immersive Enterprise Business Agility storytelling, best practices and the tactical “how-to” information needed to accelerate and sustain your own Enterprise Business Agility journey

(agenda subject to change)

KICK-OFF

/ 8:30 a.m.–9:00 a.m. (60 min.)

Opening Remarks: Accelerating Your Enterprise Business Agility Journey

Sally Elatta

Sally Elatta
CEO, Founder
AgilityHealth

TRANSFORMATION STRATEGY

  /  9:00 a.m.–10:00 a.m. (60 min.)

9:00 a.m.–9:30 a.m. (30 min.)

Our Journey Towards Enterprise Business Agility

Learn about the Enterprise Business Agility journey at Amex and how experimenting and learning with outcome based planning generated a pull across the Enterprise.

Lisa Popplewell

Lisa Popplewell
Enterprise Agility Strategist
American Express

9:30 a.m.–10:00 a.m. (30 min.)

Assessing your Agility Transformation Readiness

This presentation will provide an overview of how to ask senior executives to devote their personal time to overseeing an Enterprise Business Agility transformation. Specifically, how to structure the value proposition so that the executive feels that the benefits are worth the investment of their personal time. It will also cover the various areas which a senior executive needs to consider when creating an environment in which Enterprise Business Agility can thrive.

Rupert Schmidtberg

Rupert Schmidtberg
Enterprise Business Agility Strategist
Schmidtberg Consulting

Panel Discussion

10:00 a.m.–10:15 a.m.
(15 min.)

Sally Elatta

Moderator

Sally Elatta
Founder, Enterprise Business Agility Strategist
AgilityHealth

Evan Leybourn

Moderator

Evan Leybourn
Founder and CEO
Business Agility Institute

LEAN PORTFOLIO MANAGEMENT & ORGANIZATIONAL DESIGN

  /  10:30 a.m.–11:30 a.m. (60 min.)

10:30 a.m.–11:00 a.m. (30 min.)

Enterprise Planning and Visibility – Five Things I Wish I Knew

Reflecting on Vistaprint’s three year journey implementing Enterprise Visibility, there were many successes, lots of lessons learned and some things that were unexpected. This discussion will focus on the five things that I wish I knew at the beginning of the journey.

Kristen Dalton

Kristen Dalton
Former Vice President, Vistaprint

11:00 a.m.–11:30 a.m. (30 min.)

Lean Portfolio Management & Enterprise Business Agility

Danielle will be presenting her experience from transforming a large scale Lean Portfolio Management & Enterprise Business Agility journey within Portico at American Express.

Goold

Danielle Goold
Enterprise Digital Strategist
American Express

Panel Discussion

11:30 a.m.–11:45 a.m.
(15 min.)

Dawn Thiem

Moderator

Dawn Thiem
AgilityHealth

LEADERSHIP & ENGAGING EXECUTIVE SPONSORS

  /  1:00 p.m.–2:00 p.m. (60 min.)

1:00 p.m.–1:30 p.m. (30 min.)

How Leadership and Culture Influences Your Transformation

Learn about Anthem’s journey of enabling a culture of agility across 50k people. Why it started, how we enabled it and the journey ahead.

Sheri Reed

Sheri Reed
Vice President, Enterprise Agile
Anthem, Inc.

1:30 p.m.–1:50 p.m. (20 min.)

Consciously Moving Beyond Leadership Practices that Reinforce the Traditional “Command & Control” Culture

Jennifer is planning to share a range of approaches she’s experimented with to bringing awareness to traditional command & control practices, and creative ways to evolving Leadership approaches for increased team autonomy and empowerment.

Jennifer Bensky

Jennifer Bensky
Business Transformation Strategist
Royal Bank of Canada

1:50 p.m.–2:10 p.m. (20 min.)

Gaining Executive Buy-In (and Fostering Better Executive Understanding) in a Global, Distributed Organization

Learn about a leadership growth journey that Celeste has successfully coached many leaders on; enabling change from a fixed to a growth mindset to enable a culture of continuous improvement at the leadership level; including proven practices, creating the awareness of the need for a changing organization, what leadership participation looks like, reinforcement and celebrating the successes along the journey.

Celeste Richardson

Celeste Richardson
Enterprise Business Agility Strategist
Micron Technology

 

Panel Discussion

2:10 p.m.–2:25 p.m.
(15 min.)

Trisha Hall

Moderator

Trisha Hall
AgilityHealth

AGILITY IN BUSINESS OPERATIONS

  /  3:00 p.m.–3:40 p.m. (40 min.)

3:00 p.m.–3:20 p.m. (20 min.)

Agility in Business Operations

Lisa will share her inspiring story of how she brought business agility to the Electric Utility market and transformed 122 business operation centers. Her story is truly inspiring! If you want to see a REAL Business Agility story and learn from a true business leader, then look no further

Lisa Smith

Lisa Smith
Former Fortune 100 Industrial Operations Executive

3:20 p.m.–3:40 p.m. (20 min.)

“Are We There Yet?” Lowe’s journey to Enterprise Business Agility

The road to Business Agility at Lowe’s has been filled with many twists, turns and weather patterns during our two year journey. Please join us for the ride as we reflect upon our Enterprise Business Agility trip so far and seek to answer the age old question: “Are We There Yet?”

Jean Resener
Business Transformation Strategist
Lowe’s

Roger King
Enterprise Business Agility Strategist

Panel Discussion

3:40 p.m.–4:00 p.m. (15 min.)

Shannon Ewan

Moderator

Shannon Ewan
Managing Director
ICAgile

CLOSING REMARKS

  / 4:00 p.m.–4:10 p.m. (10 min.)

Day 1 Closing Remarks

Sally Elatta

Sally Elatta
Founder, Enterprise Business Agility Strategist
AgilityHealth

EVENING RECEPTION

  /  5:00 p.m.–6:45 p.m.

KICK-OFF

  /  8:30 a.m.–9:00 a.m. (30 min.)

The State of Enterprise Business Agility

Why are organizations embracing Enterprise Agility? What are the drivers to this change? Evan Leybourn, founder and CEO of the Business Agility Institute, will present answers to these questions and more as he addresses the State of Enterprise Business Agility across the world.

Evan Leybourn

MEASURING WHAT MATTERS

  /  9:00 a.m.–10:00 a.m. (60 min.)

9:00 a.m.–9:20 a.m. (20 min.)

The Journey to a Continuous Improvement Environment

Enabling a continuous improvement environment is just the beginning…you need to build a culture of change leadership which begins with change management. Natalie will share CapitalOne’s journey that leverages continuous Improvement and change management, and their story of a product that made the difference.

Natalie Divney

Natalie Divney
Agile Portfolio Strategist
Capital One

9:20 a.m.–9:40 a.m. (20 min.)

Evolving a Continuous Improvement System

Continuous improvement should be a foundational tenet of every large-scale agile transformation. Unfortunately, it is almost impossible to assemble the essential elements of a continuous improvement system from day one. This talk reviews the early days of the Fannie Mae journey and explains how continued application of systems thinking evolved into a powerful improvement engine.

Dan Craig

Dan Craig
Business Agility Strategist
Fannie Mae

9:40 a.m.–10:00 a.m. (20 min.)

Team Health Metrics

This session will explore ways the Paychex team:  1) Identified, captured, and visualized the key metrics that have proven helpful when assessing the overall productivity, predictability, health, and happiness of Agile teams across the organization,  2) Developed a custom “Team Health Dashboard” that pulls multi-dimensional data from AgilityHealth, HP PPM, and JIRA to produce a holistic view of how the teams are performing today, where they’re making measurable progress over time, and where additional focus may be needed,  3) Leveraged this insight to focus continuous improvement efforts at the team, program, and enterprise levels and ultimately delivered increased value and quality to the organization while working in more sustainable ways.

Jim Peer

Jim Peer
Business Program Strategist
Paychex

Tim Lund

Tim Lund
Business Agility Strategist
Paychex

Panel Discussion

10:00 a.m.–10:15 a.m.
(15 min.)

ScottWeiner

Moderator

Scott Weiner
Organizational Transformation Practice Manager
NeuEon Inc

TALENT & HR

  /  10:30 a.m.–11:30 a.m. (60 min.)

10:30 a.m.–11:00 a.m. (30 min.)

Fueling Performance: A future-focused approach

Katie will be presenting on Farm Credit Services’ path to transforming performance management. She will present their lessons learned, ideas tested, and how their performance management looks today and what’s next in their journey.

Katie Mullin

Katie Mullin
Vice President of Human Resources
Farm Credit Services

11:00 a.m.–11:30 a.m. (30 min.)

Onboarding and Enabling Team Success

Summer will be presenting on Agile onboarding & how she has been sustainably enabling her teams’ success throughout their many years of transforming.

s_mau02

Summer Mau
Business Transformation Strategist
Valmont

Panel Discussion

11:30 a.m.–11:45 a.m.
(15 min.)

Dawn Thiem

Moderator

Dawn Thiem
AgilityHealth

PATTERNS FOR AGILITY

  /  12:30 p.m.–2:30 p.m. (120 min.)

12:30 p.m.–1:00 p.m. (30 min.)

Agile/Lean Finance

Evan will present real-life examples on how organizations can move beyond traditional finance models including forecasting, performance management, and asset allocation (funding) functions. He’ll also share some patterns for how finance itself can achieve agility by evolving its roles and structures.

Evan Campbell

Evan Campbell
CTO, Enterprise Business Agility Strategist
Accenture | SolutionsIQ

1:10 p.m.–2:00 p.m. (50 min.)

Leveraging the Mobius Loop for High-Impact Product Development

Gabrielle will provide a mix of interactive exercises, practical real-life examples & lively discussion related to leveraging the Mobius Loop for high-impact product development. Coffee break included!

Gabrielle Benefield

2:00 p.m.–2:30 p.m. (30 min.)

The Target Dojo Experience

In this presentation, we’ll share with you why Target pursued creating a Dojo for learning, how it evolved over its 3.5 years, the outcomes and success that teams take back with them, and the behavior changes this learning style has impressed on the culture of our organization. We will also talk through the mechanics, physical environment, coaching investment, process, and other tactics of implementing a Dojo in your company.

Travis Klinker

Travis Klinker
Business Agility Strategist
Target

CUSTOMER SEAT AT THE TABLE

  /  3:00 p.m.–3:40 p.m. (40 min.)

3:00 p.m.–3:20 p.m. (20 min.)

IHG: Beyond IT – Transforming Marketing and Design

An overview of how Agile and Lean Practices were leveraged across IHG’s Brand, Architecture, and Design teams to: test and capture the “Voice of the Customer”, rapid prototype and test potential solutions, maximize the impact of IHG’s marketing and hotel design efforts, and dramatically reduce the time to market for new brand, architecture, and design efforts, including national ad campaigns, and hotel and restaurant prototypes.

Russ Peña

Russ Peña
Business Transformation Strategist
IHG®

3:20 p.m.–3:40 p.m. (20 min.)

What Does Customer Seat at the Table Really Mean?

Natalie & Dan discuss how two different organizations came together to learn from one another – sharing strategies for getting buy-in from leadership, effective communication plans, distributed their learnings across companies & how to implement a measurement & continuous improvement strategy that was set-up for success. Georgia will discuss how being a trusted partner to each served both their organizations. Proving what can happen when you bring your customers voice to the table. They know YOU are here to help them to be successful.

natalie_divney

Natalie Divney
Agile Portfolio Strategist
Capital One

Dan_Craig

Dan Craig
Business Agility Strategist
Fannie Mae

georgia-ouren

Georgia Ouren
AgilityHealth

Panel Discussion

3:40 p.m.–3:55 p.m.
(15 min.)

de-grey

Moderator

De Grey
AgilityHealth

MAKE IT REAL ACTIVITY

  /  3:55 p.m.–4:10 p.m. (15 min.)

CLOSING REMARKS

  /  4:10 p.m.–4:15 p.m. (5 min.)

Day 2 Closing Remarks

Sally Elatta

Sally Elatta
Founder, Enterprise Business Agility Strategist
AgilityHealth

Presenting Companies

Accenture | SolutionsIQ

Cost

The cost to attend the Summit is $750/person, with a discount available for groups of four or more. Breakfast and lunch provided both days of the summit, with light appetizers served at the reception. Hotel location and sleeping room discount information can be found here.

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Accelerate Your Enterprise Business Agility Journey by Measuring What Matters

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About AgilityHealth

AgilityHealth is an enterprise business agility enablement company that’s accelerating the business agility journey. We help large enterprises define a transformation strategy with our EBA model, measure and grow at every level with our AgilityHealth® platform, and develop your Agile talent for the future of work.

Unlike current transformation strategies, which are fragmented, not aligned, not measurable and not sustainable, our philosophy is built on enabling you and measuring what matters as a way of sustaining the journey.