Delivering a Culture of Continuous Improvement in Financial Services

image of people sat in the audience

Workshop location: Central London

Date: 18th October 2019

4 + 1 book coverJoin us for a thought-provoking workshop where we will share how you can drive and sustain business change, deliver operational excellence and more importantly create a company culture that supports and sustains improvement. The workshop is lead by award winning author, Dr Keivan Zokaei, who will be joined by Dina Patel of S & P Global, and Tony Warren of Rathbones.

All attendees will also get a copy of the Shingo Award winning book, 4+1.

Why attend?

You should join us if you would like to:

  • Create a friendly and productive culture
  • Enhance employee engagement and happiness
  • Drive better results by reducing process blocks
  • Understand when process automation (such as RPA) is suitable
  • Learn how to differentiate people & process
  • Develop a clear strategy for Continuous improvement


13:00 Welcome & Introductions

13.15 How to Create a Culture of Excellence in Financial Services

With over 20 years experience working with organisation in their pursuit of excellence, Keivan has a superb insight into why the adoption of lean and continuous improvement has proved to be a challenge for many in the Financial Service sector.

13:45 Insights into Engagement in CI from Quilter (Old Mutual Wealth) – Mark Schaffer, Head of Continuous Improvement

14:15 Networking

14:45 Striving for Excellence at Rabobank – Nuala O’Hagan (Video Link)

15:15 S&P Global’s journey – Dina Patel

15:45 Rathbones quest for Enterprise Excellence – Tony Warren

16:15 Insights from the award-winning book: 4+1 – Chris Butterworth

Chris will explore the 5 simple habits that support embedding a Culture of Continuous Improvement taken from the Shingo Award winning book 4+1.

17:00 Drinks Reception & Networking