leangurus.com Blog

At the WCBF Six Sigma conference in Chicago I met Karim Houry who is the VP, Business Reengineering and Quality at the Depository Trust and Clearing Corporation in New York, NY.  Karim sponsors a quarterly lean meeting called the “Financial Services Business Transformation Roundtable.” Attendees meet in person, but remote members can attend via a conference call and webinar. I have been invited to attend his upcoming meeting on July 10th at 9am EST in New York City and through the rest of the year. There are lean mgmt professionals representing the largest financial services companies in the United States including Wells Fargo, Citi, HSBC, Bank of NY Mellon, Edward Jones, Vanguard, Textron Financial, UBS, Bank of America, and many others. The meeting facilitator for the July 10th, 2008 meeting is Habs Moy, lean master blackbelt with the DTCC. If you are interested in attending please contact me and I will forward your information to Habs. Habs will then provide to you the web conference link and the phone number to dial in on. The Agenda for the meeting is:

1. IBM on BPO trends and procurement outsourcing
2. Tools and Methodologies (Morgan Stanley, DTCC, Merrill Lynch)
3. Preview BMGI Lean survey results
4. Plans for Q4 Meeting and 2009

I have spoken with Habs Moy, and I may be presenting at their Q4 meeting. I will post the meeting time and agenda for the Q4 when the details have been confirmed.