A G E N D A Time Topic Presenter Organization

8:00 - 8:20

8:20 - 8:30 Introductions James Miller Tree Island

8:30 - 9:05 Leading practices in BT Gillian Richards Deloitte

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

10:30 - 11:05 Turn-around of a Trade Show Miquel Serrano FIRA Barcelona

11:05 - 11:45 Change Management Jeff Adams Candian Pacific

11:45 - 13:00

13:00 - 13:45 An Engagement with the COE Stuart Donald UBC COE

13:45 - 14:20 Enterprise Analytics Strategy Don Coulter Coast Capital

14:20 - 14:35

14:35 - 15:10 Blended Approach to Process

Improvement

Dale Lawrence Telus

15:10 - 15:55 Demand planning in the Steel

Industry

Jiamei Bai &

Gregor Kolb

Tree Island

15:55 - 16:55 Expert Panel

16:55 - 17:00 Closing Remarks Stuart Donald UBC COE

17:30

Breakfast mingle

Break

Break

After Conference Networking at Earls in Yaletown

Lunch Speaker - Analytics - Clayton Knight of Deloitte

The World depends on Wire…Depend on Tree Island Steel

Are you up to date on industry leading practices in transforming your business? Hear the latest from your business transformation and operations research peers. Learn about the power of analytics for accelerating transformations.

Tree Island Steel and the UBC Centre for Operations Excellence are hosting a one-day conference for business transformation, process re-engineering and operations research professionals.

We have firms participating from across a wide spectrum of industries; engaging speakers presenting case studies; and experts providing advice on how to move the dial on business performance.

Wednesday, October 9th, 2013 UBC Robson Square, HSBC Hall

800 Robson Street

Vancouver, BC, Canada

08:00 – 17:00

TREE ISLAND

STEEL LTD.

For more information on this event please contact:

James Miller, VP Corporate Development, Tree Island Steel jmiller@treeisland.com

Jiamei Bai, Director of Business Transformation, Tree Island Steel jbai@treeisland.com

Event Sponsor

Conference Overview

&

Presented by

BUSINESS TRANSFORMATION 2013

BUSINESS TRANSFORMATION 2013

OCT 9, 2013 VANCOUVER, BRITISH COLUMBIA

Some Participating Organizations • Tree Island Steel Ltd

• Canadian Pacific Railway

• Coast Capital

• FIRA Barcelona

• Boeing – Aeroinfo

• BC Assessment

• Edmonton Airport Authority

• UBC

• Deloitte

• Aritzia

• Vancity

• Earls

• Telus

• And more…

Expert Panel Presenters

Jiamei Bai, Director Business Transformation Tree Island Steel Ltd.

Jiamei’s career has been spent in management and IT consulting. She is currently responsible for the planning and implementation of strategic initiatives, Business Transformation and analytics. She has industry experience in banking, manufacturing, resources, utilities, as well as in the public sector. She is a Professional Engineer, with an MBA from UBC, a MASc in biomedical engineering from UBC and a BASc in mechanical engineering from University of Waterloo.

Miquel Serrano, Director of the Brandery

FIRA Barcelona

Miquel is a marketing and branding professional accountable for a bi-annual fashion trade show for FIRA Barcelona where he has transformed the business in the toughest economic climate to hit Spain. FIRA is a trade and convention organization with over 4.4 mm square meters of venues and a portfolio of 70 shows. Miquel holds an MBA as well as a masters in Marketing Management from University Pompeu Fabra, an undergraduate degree in International Trade from Academia Fontanella, and a design degree from Barcelona’s Escola d’Arts i Oficis. He has 14 years experience in the fashion industry, expertise in branding and social media, and speaks 7 languages.

Don Coulter, Chief Financial Officer

Coast Capital

Don is the chief financial officer of Coast Capital, Canada’s second largest credit union. He has over 20 years of experience as a financial executive, gained both in Canada and abroad. He is a graduate of the University of Toronto with a degree in Mathematics and Economics and is a member of the Canadian Institute of Chartered Accountants. Don serves as vice-chair of the board of the foundation at Kwantlen Polytechnic University and was voted by his peers to the Council of the Institute of Chartered Accountants of British Columbia in 2011. In 2013 Don was selected as chief financial officer of the year by Business in Vancouver Magazine.

Gregor Kolb, Head of Operations Research

Tree Island Steel Ltd.

Gregor leads the newly created analytics group at Tree Island, responsible for the introduction and deployment of analytical techniques. He holds a B.Sc. in Econo-Physics from the University of Ulm, Germany and is a graduate of the Center for Operations Excellence at UBC where he received his Master of Management in Operations Research. Gregor’s other passion is sport – he won a Silver Medal at the 2005 Junior Rowing World Championships.

Stuart engages industry to unite it with the enthusiasm of talented graduate students, the expertise of world class faculty in Operations Research and Analytics, and a strong professional staff to deliver valuable solutions to industry’s challenging operations problems. He has 15 years experience as a consultant effecting change through OR/Analytics solutions. He joined Sauder in 2007 where he oversees 8 to 10 COE Projects each year while teaching graduate courses. He earned a B.Sc. in forestry and a M.Sc. in forestry and operations research.

Stuart Donald, Managing Director

UBC Centre for Operations Excellence

Jeff Adams, AVP Continuous Improvement Canadian Pacific Railway

James Miller, VP Corporate Development

Tree Island Steel Ltd.

Jeff created CP’s lean transformation strategy and leads corporate-wide deployment. With over 29 years in leading line Operations, Sales and Marketing, and in leading large-scale transformation, Jeff is passionate about sharing his learnings. His expertise is sought out for addressing conferences in both North America and Europe, and to advise CP’s customers and other organizations seeking successful transformation. Jeff’s achievements have earned him the Lean Sensei “Sponsor of the Year” for 2009 and earned Canadian Pacific the INFORMS “Franz Edelman Award” for 2003.

James has accountability for strategic planning, business transformation, procurement and corporate development at Tree Island. He is a turn-around expert with experience in banking, real estate, retail, transportation, and manufacturing. In addition, James teaches Finance at the British Columbia Institute of Technology and sits on a not-for-profit board. James has a MBA from the Queen’s and bachelors from Simon Fraser.

Gillian Richards, Senior Manager

Monitor Deloitte

Gillian has over 5 years of consulting experience alongside 10 years of industry experience helping financial institutions define and execute the customer strategy and business transformation efforts. Recent engagements have focused on customer data and profitability strategy, alongside the execution of key customer strategies including end-to-end definition of a Next Best Offer program and customer-centric process design of key Retail Banking customer interactions. Prior to joining Deloitte, Gillian held several senior-level customer insight roles, including Director, Customer Knowledge and Insights with Scotiabank.

Speakers Hart Mauritz, VP Business Innovation

BC Assessment

Hart is responsible for business innovation at BC Assessment, driving strategic initiatives to transform the company and achieve operational excellence. He is also responsible for customer strategy, process management, change management, quality assurance, and shared assessment and valuation services. He was previously a Partner in KPMG’s Management Consulting practice leading the Strategy & Operations Service Line in BC. Prior to that, he worked internationally at a top management consulting firm in Europe. Hart holds a master’s and doctorate degree in business administration.

Andrew Hall, Senior Manager Analytics

Boeing Aeroinfo

Andrew is Senior Manager of Analytics at Boeing Canada – Aeroinfo, an in-house IT and Software Development center. He founded and leads the Aeroinfo Advanced Analytics practice, a recognized Center of Excellence within Boeing, and is a solution strategy thought leader and airline consultant for Boeing’s Digital Aviation business. Andrew has degrees in Engineering Physics and Operations Research from UBC and previously worked at GE Transportation and the UBC Centre for Operations Excellence.

Dale Lawrence, Director Quality, and Process Improvement, Telus

Dale has been a Process Improvement professional for 10 years with London Drugs and TELUS with expertise in Lean Process Redesign. Dale specializes in enterprise process transformation. Dale is based in Burnaby office and supports a team of approximately 40 process improvement professionals across Canada.

Jacob Kuijpers, Senior Manager, Information Management & Analytics, Deloitte

Jacob has over 15 years of experience in analytics and business intelligence and analytics with industry expertise in financial services, retail, utilities, and gaming both in Europe and in North America. He has deep experience and a passion for data visualization. Prior to joining Deloitte analytical team, Jacob worked as Senior Manager of BI and CRM for the Hudson’s Bay Company and prior to that, Managed Business Intelligence at Cap Gemini. He holds a masters degree in Management Information Systems from the University of Groningen in The Netherlands.

The After Party!

1095 Mainland Street

Join your fellow transformers after the conference for drinks at Earls in Yaletown

BUSINESS TRANSFORMATION 2013 BUSINESS TRANSFORMATION 2013

About the Centre for Operations Excellence The Centre for Operations Excellence (COE) is an internationally recognized operations research (OR) centre dedicated to providing value to business and academia through projects with industry and research on applied OR methods.

The COE also administers the UBC Master of Management in Operations Research (MM in OR), a specialized 16-month program that provides students with an advanced education in business analytics and operations research.

The COE is dedicated to providing value to business and academia through projects with industry and research on applied OR methods. The COE has published many research articles and completed over 100 industry projects with major corporations in nearly every business sector. Some of these projects have been featured in the national media and have won best practice awards at OR conferences.

HOW DO I REGISTER?

This event is by invitation only and there is no cost. If you are interested in attending, please contact us to receive your invitation (SEE PAGE 1).

We have space limitations of 86 people so invitations are limited. If you RSVP and cannot attend, please let us know at the earliest opportunity. This will allow us to offer spots for students.

Sponsored by Blake, Cassels & Graydon LLP