Roger Estrada
Vice President, Process Excellence & Enterprise PMO
MS in Artificial Intelligence in Business MBA Lean Six Sigma Black Belt
Process excellence and transformation executive leveraging AI, with more than twenty years turning strategy into delivered, measurable results in regulated financial services. Roger uses Lean Six Sigma and change management to turn AI into business value and increased organizational capability and efficiency.
Frontwave Credit Union
Valley Strong Credit Union
LPL Financial
Qualcomm
- Framework
Governance Is the Foundation, Not the Brake
The four questions every leader asks about AI, in the order they ask them, and why governance has to come first.
3 min read - Technology
Designing AI Agents That Deliver Outcomes
Six best practices for building an enterprise AI and automation capability in financial services, from operating model to graduated autonomy.
1 min summary - Playbook
From Strategic Plan to Monday Morning
How to turn a three-to-five-year strategy into one-page tactical plans every department can run, read together and be held to.
3 min read