Main Conference Day Two -Thursday, June 12, 2025


8:00 am - 9:00 am CST Networking Breakfast

Kick off your event experience by joining your peers for a delicious breakfast and lively conversation.

9:00 am - 9:15 am CST Chairperson's Day Two Remarks

9:15 am - 9:45 am CST Panel Discussion: Orchestration of Capabilities โ€“ Building a Complimenting Tech Stack to Create One Fluid Ecosystem

Complimenting technology and the orchestration of different capabilities can coordinate tasks, manage workflow and optimize operations.  Join leaders to unpack how their companies are building a successful stack and the intricacies of how the technologies are working together in a cost effective and strategic way. 

  • Discuss best practices on how to assess your current partners capabilities against your investment budgets to streamline services and/or add new partners to fill your organizations needs  
  • Explore process conformance to better understand how work is being done to improve automations and performance or identify gaps in the process 
  • Hear specific examples of how leaders are combining technologies for desired results 


9:45 am - 10:15 am CST Case Study: Leveling Up Customer Experience โ€“ Digital Transformation in Practice

In this age of disruption, understanding what the customer needs and wants is critical to finding success in your transformation projects. Organizations are striving to balance bottom line gains with competing for customer loyalty and using digital transformations as tools to achieve this desired effect.  

  • KPIs and metrics being used to measure the effectiveness of transformations within customer service  
  • Unpack implementation challenges and specific technologies being utilized for proven results 
  • Hear examples of short vs. long term successes and which results are more fruitful depending on your strategy 


10:20 am - 10:55 am CST Demo Drive & Networking Break

FOUNDATIONS TRACK

10:55 am - 11:25 am Building a Playbook for New Vendor Tool Assessment to Find the Perfect Partner

How do you look at a vendor when they claim to offer certain capabilities/all do similar things? Avoid wasting time learning the hard way โ€“ join this interactive session to cut through fluff and learn the best strategy to get the information you need. 

  • Assess what to look for to find the right fit for your organizationโ€™s mission/goals 
  • Discuss examples of key questions to ask a vendor to uncover their true capabilities 
  • Hear lessons learned on how others have dealt with the vendor partner process 

FOUNDATIONS TRACK

11:25 am - 11:30 am TRANSITIONAL BREAK

FOUNDATIONS TRACK

11:30 am - 12:00 pm Building the Foundation to Enable Maturity โ€“ Standardize Where Possible, Flex Where Necessary

You need strong intelligent automation to build more advanced transformations like AI. How do you create a solid framework to set your future strategy up for success?  

  • Streamline workflows and reduce variations 
  • Establish uniform processes for smoother integration 
  • Implement the right intelligent automation tools  
  • Aim to decrease workload and increase quality  
  • Steps to level up your maturity  
  • Explore examples of standardizing automation across business not just a function 


FOUNDATIONS TRACK

12:00 pm - 12:05 pm TRANSITIONAL BREAK

FOUNDATIONS TRACK

12:05 pm - 12:35 pm Opportunity Assessment for Beginners AI - Steps to Uncover Untapped Areas for AI Application

Ready to dip your toe into the AI universe? A clear strategy identifies the specific business processes that can benefit most from AI, ensuring that investments are directed toward initiatives that drive the highest value. 

  • Align AI opportunities with maximized ROI  
  • Plan to establish robust data management practices and privacy guidelines 
  • Unpack best practices to identify areas where AI can be applied with low risk  
  • Hear early adopted AI implementation opportunities that have proven significant results and lessons learned along the way 

CHANGE LEADERS TRACK

10:55 am - 11:25 am Competitive Upskilling and Reskilling Techniques to Keep Your Talent Pool Happy and Growing

As technology advances, so do the skills of your workforce to keep up with your businessโ€™s growth strategy. This is easier said than done, join leaders to discuss what they are doing to build skills and attract talent to support them in their future endeavors. 

  • How do you keep up with the competitive landscape? What has the RTO impact been on your talent? 
  • What types of training are you implementing and what has been successful?  
  • How can you utilize your vendors input/expertise? 

CHANGE LEADERS TRACK

11:25 am - 11:30 am TRANSITIONAL BREAK

CHANGE LEADERS TRACK

11:30 am - 12:00 pm Building an AI Literate Organization โ€“ Changing the Mindset to Create Digital Advocates

With the fear around AI still apparent amongst the workforce, prioritizing an automation first mindset within the organization will be key to keeping your automation timelines on track. Aside from tech training, there is so much more that can be done to navigate the fear and change the mindset.  

  • Consider how the tone at the top setsโ€™ precedent across the organization 
  • Create a commitment to exploration and a safe zone to enable leaders who want to innovate the space to 
  • Communicate the benefits of innovation and direct impact/benefit it has on human work  
  • Offer rewards and recognition to those willing to learn and make impact  

CHANGE LEADERS TRACK

12:00 pm - 12:05 pm TRANSITIONAL BREAK

CHANGE LEADERS TRACK

12:05 pm - 12:35 pm Overcoming Political and Generational Pushback with Power and Controls โ€“ Creating Executive Education and Buy-In

Too often does transformation slow down come from the top. It is becoming increasingly important for automation leaders to ensure that C-Suite and Board members are receiving immersive education on automation and AI initiatives/governance as they influence significant decision making. Join this session to gain: 

  • Communication tips for C-Suite to share the larger vision and impact on the organization- and the risks of not automating 
  • Immersive education techniques and programs that can offer essential knowledge sharing 

TRANSFORMERS TRACK

10:55 am - 11:25 am Transform the Landscape โ€“ What Do Agents mean for Automation?

71% of executives say AI agents will drive higher level of automation in their workflows, but when will this come into full effect? Agentic AI is the most recent version of AI that, if applied, could enable agents to plan, make decisions and adapt autonomously changing how we interact with technology and do business as a whole. However, it is not an easy application โ€“ governance concerns and fear of the pace of accelerating disruption will pose hurdles for widespread use. Dive into a landscape read of the Intelligent Automation Market today and where it is headed: 

  • Assess the role of agents in intelligent automation and its impact on the automatous enterprise 
  • Top challenges leaders are facing to remain agile  
  • Impact of tech advancement on the workforce and strategies to redesign and assign within workforce management 

TRANSFORMERS TRACK

11:25 am - 11:30 am TRANSITIONAL BREAK

TRANSFORMERS TRACK

11:30 am - 12:00 pm LLM Spotlightโ€“ Tangible Scaling Frameworks for Enterprise Automation and Common Pitfalls to Avoid

Dive into real life LLM automations that have successfully been able to scale for long term benefits.  

  • Bespoke models are not sustainable - hear how leaders were able to change from a short-term mindset to focus on long term strategy 
  • Hear key aspects of scaling your LLM automation 
  • Assess top challenges that were faced when looking to scale and what could have been avoided 

TRANSFORMERS TRACK

12:00 pm - 12:05 pm TRANSITIONAL BREAK

TRANSFORMERS TRACK

12:05 pm - 12:35 pm Avoid Being the 70-75% of Transformations that Fail to Meet Objectives or Timelines โ€“ Create a Decision-Making Framework to Enhance Automation

Often times, a clear decision-making framework is missing from transformation project plans leading to misalignment and slowdown of AI transformations. Join leaders to: 

  • Create a framework to structure your project decision-making process that can be used with any project management methodology  
  • Discover how a well-structured framework can ensure scalability and support your process improvement goals  
  • Drive continuous improvement and measure results effectively 


12:35 pm - 1:35 pm CST Networking Luncheon

Join your automation peers for lively conversations over lunch.

1:35 pm - 2:05 pm CST Case Study: Lower Risk Use Cases for SLM Platform Applications โ€“ Implementing Small but Meaningful Automations

With AI hesitancy alive and well, many enterprise leaders are more comfortable testing traditional and AI automations at the SLM level. Discover non-controversial use cases that have led to meaningful process enhancements yet are still considered low hanging fruit. Hear how leaders identified these opportunities, built them for purpose and created better results.   

2:05 pm - 2:50 pm CST Panel Discussion: Process Automation Showcaseโ€”Uncover How Technology and Strategy Can be Manipulated to Meet the Same Goal

Different infrastructure, priorities, existing investments and resources require organizations to choose the right strategy to fit their unique situation. Hear from three leaders who have achieved efficiency in process automation with various strategies and technologies.  

  • Understand how each leader assessed their current situation 
  • Hear about the solutions they chose to use and what benefits the technology offered 
  • Unpack the ultimate results of each project  

2:50 pm - 3:20 pm CST Networking Break


3:20 pm - 4:00 pm CST Awards Panel: The Golden Standard for Best in Class CoE, Most Innovative Automation Project and Transformation Leader of the Year

Hear the innovative projects of each award winner showcasing their leading efforts in the automation space. 

4:00 pm - 4:30 pm CST Panel Discussion: Demystifying the Hype - What are We Actually Excited About?


Take a deep dive into term analysis of all the buzz terms being thrown around in the industry about the latest and greatest technologies. What are you hearing and seeing in the market and what has legs vs. what is causing fear? Unpack what we should realistically be paying attention to in the long-term and which is considered โ€˜fluff.โ€™  

4:30 pm - 4:35 pm CST Closing Remarks

In this session, we'll dive into a real-world use case that demonstrates how Sun Life Financial is utilizing generative AI, ML, and LLM (large language models) to support employee experience and their various operational transformation initiatives.

In this use case session, you will learn more about:

  • How they set up their generative AI BETA tests
  • Steps they took to move over many manual processes to automation
  • How they developed their program roadmaps, KPIs, and metrics
  • Result that have experienced thus far

IA Maturity Level: All & Various

Lines of Business Functional Focus: HR & Business-Wide

4:35 pm - 4:35 pm CST Conference Concludes

See you next time!

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