Lean Certification for Financial Professionals

Columbus, Ohio

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Program Description

The recent performance of the Financial Services industry has been less than impressive and has not been helped by the recent mortgage related crisis. As margins continue to deteriorate we need to rethink how we approach our fundamental business proposition. We need to look at ways to realize our full potential for both organic growth and expansion of our customer base.

However, there are significant challenges that need to be addressed in order for us to reach our goals, including:

• How to build a culture that will allow employees to embrace the change process and make it part of daily work
• Ensuring that improvements to existing business processes are directly connected to the strategic goals of the business
• Integrating and standardizing the wide variety of business processes that result in the aftermath of a merger or acquisition
• Implementing a business process that will allow the organization to become an organic system of people and technology providing superior service

Our Lean Certification Program for Administration and Service Industries will help financial professionals overcome these challenges and focus on improving organizational performance and capability. The program will show you how to:

• rework business processes to create a uniform perspective of your diversified services throughout your expanding organization
• improve service levels for new and existing customers with no increase in risk or cost
• improve productivity of your valuable employees by actively engaging all levels of the organization in the transformation
• establish a policy deployment process that will ensure your improvement initiatives are tied directly into your strategic goals

Lean Manager Certification for Administration and Service Industries is a highly interactive and fully accredited program that teaches a carefully sequenced curriculum of Lean concepts and techniques, specifically for use in the service industry. Over three-non consecutive weeks, each participant will experience a series of learning modules focusing on Lean planning, deployment and implementation. In between the weeks of training, participants must apply what they have learned to processes at their own organizations and in subsequent weeks, present their progress and results to the class. Participants who successfully complete the three-week training and mentoring program, demonstrate successful implementation in their own organization and pass the certification exam are then certified as Lean Managers. (Earn 12 CEUs.)

Participants who have completed the program will be able to:

• Lead an administrative Lean implementation effort

• Perform an administrative assessment and base lining process

• Create a detailed deployment plan based on the base line analysis

• Perform as principle change agent

• Lead and direct administrative teams in the deployment of Lean methodologies

• Mentor and coach administrative staff in specific Lean tools and methods

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About Your Hosts

Productivity Inc.

Productivity Inc. is an established consulting and training firm delivering leading-edge Lean implementation strategies throughout the Global 1000. For over 25 years, our proven waste elimination and culture change methodologies have helped companies worldwide improve their operational effectiveness, get results and ultimately increase their return on assets. Our team-based approach to implementation ensures a transfer of ownership of the improvement process, to enhance and sustain enterprise-wide implementation. For information on all of our products and services visit our website at www.productivityinc.com.

Fisher College of Business at the Ohio State University

TThe Fisher College of Business at The Ohio State University The Ohio State University is a leading comprehensive teaching and research university offering a magnificent environment for learning in one of the largest universities in the country. Our mission is the attainment of international distinction in education, scholarship, and public service. Ohio State combines a responsibility for the advancement and dissemination of knowledge with a land-grant heritage of public service. We offer an extensive range of academic programs in the liberal arts, the sciences, and the professions. For more than 80 years, the Fisher College of Business has produced exceptional leaders who meet the challenges of changing global business environment through creative and effective solutions. www.cob.ohio-state.edu

Drew Locher

Drew Locher, is the co-author of The Complete Lean Enterprise: Value Stream Mapping for Administrative and Office Processes, published by Productivity Press. He is also the principal of Change Management Associates provider of Business Improvement Consulting and Organizational Development services to industrial and service organizations. Mr. Locher’s diverse experience provides a unique perspective and often results in creative solutions for the companies with whom he works. Annualized savings realized by these companies range from $200K to $4M. www.cma4results.com

Beau Keyte

Beau Keyte is co-author of The Complete Lean Enterprise: Value Stream Mapping for Administrative and Office Processes, published by Productivity Press. He is also the founder of Branson Inc, a management consulting firm specializing on the application of lean manufacturing strategies and techniques to administrative functions. Beau is a faculty member and instructor of Lean at Ford Motor Company, The Ohio State University, the National Institute of Standards and Technology and the Lean Enterprise Institute. www.bransoninc.com

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