Transformation is everywhere; in every industry, every business – large and small. But what does it mean for your organization? This presentation will arm you with a framework, tools, and
actionable steps to drive the business, financial, and technology decisions needed to be successful throughout the transformation journey, and it will describe the common pitfalls and
lessons learned at each phase along the way.

Byron Gregg, VP, Strategy and Planning, Fidelity Investments, presents on:

• A Model to help your organization define its desired future state
• A Framework to assess current state; identifying gaps and risk areas
• Metrics to determine transformation progress; including financial tools to determine funding priorities