David J. Bobeck, Cpa, Mbb Email & Phone Number

Buffalo, New York, United States

By engaging with our business leaders our Workplace Strategy team has developed a future state operating footprint for BNY Mellon to achieve:- Operating efficiency: by eliminating total space, reducing cost and the cost of vacancy and, densifying space;- Reduced operating complexity: by reducing locations and consolidating employees and operations into “hubs”; and- Improved employee experience: as more employees are located in high-energy, collaborative space.

Greater New York City Area

CAO of the global Transformation and Program Management team, the premier provider of consulting services to both Client Service Delivery and businesses across BNY Mellon; contributing expertise in the areas of transformation, automation and process improvement.

Global Role

Global Head of the UBS Lean Academy. The Lean Academy is a global team with a remit to develop business transformation capability in all UBS staff across all locations and levels. Specifically:• Oversee development of training curriculum, ensuring curriculum includes latest innovations in business transformation methods;• Develop innovative delivery methods to optimize knowledge transfer at optimal cost;• Manage team responsible for training infrastructure including provision of instructors, logistics, examinations and feedbacks;• Responsible for PEX certifications and chair of Certification Board.We deliver programs that participants describe as being the very best they have attended in their professional career.

New York / Buffalo New York

Leader of a global organization responsible for infrastructure supporting hundreds of Operational Excellence professionals across all lines of business within the firm. This includes teams responsible for Operational Excellence (OE)/Lean Sigma Training, Business Process Management (BPM) and Knowledge Management globally. Specifically: • Oversaw development of training curriculum, ensuring curriculum includes latest innovations in business transformation methods. • Developed innovative delivery methods to optimize knowledge transfer at optimal cost.• Managed team responsible for training infrastructure including provision of instructors, logistics, examinations and feedbacks.• Responsible for Lean Sigma certifications process and chair of Certification Board.• Developed and deliver Business Process Management strategy globally and developed Igrafx as a world class tool supporting BPM initiatives within the firm. Our exceptional delivery was fundamental to Credit Suisse receiving the 2010 Process Excellence Awards EMEA - Best Process Improvement Program Runner up.

Buffalo/Niagara, New York Area

Managed a ten-person team responsible for executing improvement projects within HSBC North America, with a monetary impact goal of $40 million per year. • 2004, 2005 North America Six Sigma Excellence Awards Winner for Best Project in Service and Transaction organizations.• 2006 North America Six Sigma Excellence Awards Honorary Mention for Best Project in Service and Transaction organizations.• Increased project completions from 16 in 2003 to 54 in 2006. Oversaw project portfolio of up to 100 separate initiatives at any one time.• Achieved financial benefits from projects of $40.2 million in 2006, a 383% increase over the $10.5 million achieved in 2003.• Developed and implemented project selection model to align project selection to key strategic priorities of the business. As a result HSBC Black Belt projects have yielded an average certified return of $2.8 million significantly higher than US industry benchmark of $200,000.

Buffalo/Niagara, New York Area

Managed application of Lean Sigma for Commercial Middle Market Banking (CMB/SME) and Credit divisions of HSBC. • Led Small Business Cycle Time reduction project. Developed and delivered innovative solutions that accelerated loan decision cycle time from 4 days to 1 day, and loan funding cycle time from 21 days to 8 days. Achieved certified financial benefit of $4 million. • Led Branch Transaction Processing Optimization project. Utilized advanced statistics and benchmarking to identify innovative solution to reduce error transactions processed through the proof system by 25%. • Designed and implemented HSBC global Standards for Project Benefit calculation and certification.

Managed the Collateral Management department, then responsible for formula-based lending field examinations, collateral monitoring, real estate appraisal and environmental services and dealer credit support for commercial lending portfolios in HSBC Bank USA, N.A. Major accomplishments in this position include:• Installed significant improvements in Collateral Monitoring Unit resulting in improvement in internal audit from “Below Standard” to “Good”;• Installed significant improvements in Collateral Examination and Collateral Monitoring audit protocols, achieved significant improvement in accounts receivable verification techniques;• Merged like business units within HSBC Bank and Republic National Bank into combined unit adopting best practices from within each respective organization.

Finance officer for Credit and Commercial lending businesses responsible for financial close, financial statement and product profitability analysis, annual operating plans and strategic planning.

Audit manager in attest function of international CPA firm