850+ 55% organizations onsite new speaker faculty 20and … · 2017. 5. 9. · shared services,...

Shared Services, GBS, Outsourcing and transformation leaders onsite

20TH

ANNIVERSARY

850+ 55% 75%New Practitioner Organizations Onsite

New Speaker Faculty

20th Annual North American

Spearheading Excellence for 20 Years

March 7-10, 2016 Omni ChampionsGate ResortOrlando, FLwww.SharedServicesWeek.com

Platinum Sponsors:

Join us for our 20th Anniversary SS&O Week! www.sharedservicesweek.com • +1-800-882-8684 • [email protected]

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Dear Colleague,

It’s hard to believe, but it’s been 20 years since the first North American Shared Services and Outsourcing Week. And look how far we’ve come! From a one room event with 50 people and a handful of providers to the largest event in the region, SS&O Week has survived two recessions, a war, and countless changes in the global landscape, yet keeps on growing.

And that is because of you.

The shared services and outsourcing community is one that thrives on change and plays a crucial role in the maintenance and stability of its companies. Born out of the need for major cost savings, this community has revolutionized the way companies manage their back office processes, to the point where our discussions have moved into the front office, and how SSOs are moving into sales and marketing and even becoming revenue generating themselves.

Since we last met in Orlando, the SSON team has been working constantly to ensure that the content we place before you is at the forefront of what the SS&O community is currently grappling with. In 2015, while it was officially the “Year of Talent,” we also found that a lot of the conversation was moving towards process improvement and ultimately, automation. This year, while talent recruitment, engagement and overall management is still – and may always be – a top of mind issue, over the last 8 months the emerging hot topic has clearly been how Robotic Process Automation has the potential to revolutionize the way SS&O executives conduct their business, including how it impacts their employees.

You’d have been hard pressed to avoid the RPA and digital transformation in the last year. From how it could revolutionize the speed by which transactions are processed, to how labor itself could be digitized, and therefore, possibly replaced. Can companies afford the up-front costs of implementing the technologies but then can they afford not to? One can see how RPA has been described as a double-edged sword.

It is these debates and discussions that have taken SS&O Week from that first 50 people to the 850+ you see today, and keeps them coming back each year. Global and regional strategic heads come to meet with their peers and learn about the strategic direction at other multinational corporations. Operational and tactical executives come to hear if their successes and failures are on par with the industry, and the tips and tricks of the trade that will get them over their next hurdle. Everyone comes to learn what is coming next in shared services and outsourcing, where they fit in and how they can move forward.

Don’t miss out on the event of the year! SS&O Week is 20 years old and we’re not just celebrating the event, but the shared services and outsourcing industry. Come and discover the next phase in your personal and organization’s journey. I look forward to welcoming you at the Omni Orlando Resort next March. Come for the networking and leave with strategies that will transform your business for the next 20 years!

Best,

Heather KingDivisional DirectorShared Services and Outsourcing Network, Americas

P.S. NEW for 2016, TWO brand new site

tours! For more information, see page 9.

FOLLOW US!

YouTube LinkedIn Group

#SSOWeek

Chris Piazza SVP, Enterprise Financial Services Warner Bros. Entertainment

Cindy Gallagher SVP, Global Controller Discovery Communications

Eric Simonson Managing Partner, Research Everest Group

Scott Manning Partner ScottMadden

Lisa Miller VP, Controller PepsiCo Financial Services

Ed Hansen Partner McCarter & English

Deborah Kops Founder Sourcing Change

Vijay Rao Global HR Operations Leader Facebook

Lee Coulter SVP, CEO, Shared Services Ascension Health

Robert Cecil Partner KPMG, LLP

Graham Russell BPO Director WPP

2016 Advisory BoardSSON takes great care in developing an agenda that is FOR the industry, BY the industry. We’d like to thank the Advisory Board for taking an active role in helping guide and shape this year’s agenda:

EARN CPE CREDITS:

5 FULL DAYS OF SSOW = 37 CREDITS!

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NO Onstage Sales Pitches

2015 was a watershed year for S S O N , b e c o m i n g t h e o n l y organization to commit to an all-practitioner led speaker faculty for both our plenary and tracked sessions. The results speak for themselves, as we had the largest event on record and the most positive feedback of any past event.

O u r s u c c e s s i n v i g o r a t e d o u r program, and will continue into 2016. In each and every session, you will learn from peers about their

experiences, lessons learned and their roadmap to success.

Now, don’t get us wrong – our vendors still have a very prominent place at our events, because we know that they provide an enormous amount of value and knowledge for you. (If anything, many of the practitioners you’ll hear from owe their success to a partnership with a solution-provider!) However, it will be based on your decision when and where to hear from them –

whether through a 1-to-1 meeting to discuss a specific challenge, during a Masterclass, Workshop or Roundtable catering to niche groups or within the Exhibition Hall to get an understanding of what is available to you to empower your success.

It is our primary responsibility to make sure you widen your networks and hear the content you signed up for when you attend an SS&O Week.

“The shared services industry has gone a long

way because of what SSON is doing in

the market.” – Dennis Dodo, CFO,

BC Ferries

The Program Heather King

Portfolio Director 646-502-3253 [email protected]

Sponsorship Opportunities Chris Ritchie

Sponsorship Director 212-885-2799 [email protected]

Anil Persaud Sponsorship Director 212-885-2730 [email protected]

James Savery Business Development Manager 646-378-6045 [email protected]

Delegate Passes Paul Rocco

212-885-2732 [email protected]

Excellence Awards Ayesha Singh

Awards Coordinator [email protected]

Marketing & Press James Linney

Divisional Marketing Director 212-885-2740 [email protected]

Online Content Hannah Hager

Content Director [email protected]

Meet the Team

mailto:Heather.King%40ssonetwork.com%0D?subject=

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John Gregory Global Finance Lead GBS Kellogg Company

Piyush Gupta Sr. Executive Vice President, Business Transformation, Head Shared Services Reliance

Q. What are you responsible for in your role?

A. Global Finance Lead for GBS – responsible for moving activities from previous SSOs and the Retained business into a 3 tiered GBS model.

Q. What one project was your single biggest lesson and what did you learn?

A. SAP implementation for all Europe in 9 months. Lesson – the only way to get vanilla systems and processes is to go fast…

Q. In your crystal ball, where do you see the SS&O industry heading in the coming years?

A. Increasingly taking on more value add activities and moving to wider enterprise coverage beyond the traditional GBS functions. I expect Artificial Intelligence to play a much more significant role starting in the very short term.


A. Setting up the Big data analytics team. We had setup a big data analytics team within SSO to help the entire organization leverage big data and their analytics capability. Hiring, engaging and retaining big data team in Shared services is a completely different ball game!

Q. What do you think is the biggest jump forward in the shared services and outsourcing industry over the last 20 years?

A. Shared services has transformed from being centers of cost arbitrage to knowledge centers and now to competitive advantage.


A. Digitization and automation will play an extremely pivotal role in deciding the future shape of Shared services industry. Robotics will be an extremely interesting field to watch as well as its applications can be far and wide in shared services and extremely disruptive.

Shakti Jauhar VP Global HR Operations & Shared Services PepsiCo

Cindy GallagherSVP and ControllerDiscovery Communications


A. Our Global Cloud Based HR Technology deployment has provided many lessons. New and upcoming cloud based technologies are more of functional deployment that a typical IT project; it is critical that Project leadership have functional expertise. It continues to be even more important to have top leadership commitment to fundamentally change the way we do work and to not underestimate the level of change management for success


A. The SS&O from an HR perspective has become more mature over time and is no longer ‘your mess for less’. Outsourced providers are an extension of your organization and have expanded their services from simple administrative tasks to cover support of entire areas of operation.


A. SS&O industry players will have to be proactive, innovative and agile in adapting latest technology innovations in order to keep pace and survive. Artificial intelligence will eliminate the need for some of the transactional support and providers will need to expand their offerings to new areas on business with their clients.

Q. What is the metric you are most proud of and what was it prior?

A. Working capital improvement of +$200M in 12 months


A. Hands down RPA


A. The evolution of automation and RPA will enable SS&O to truly become the thought leader within the finance organization, providing full insight into both financial and business strategy. We will move beyond process to a strategy driven analytical industry.

Sam Barani Head, Global/Outsourced Shared Services Salesforce.com

Tony SayerVP, Assistant Corporate Controller, Shared ServicesParker Hannifin Corp.

Q. What is the metric you are most proud of after moving to a GBS model and what was it prior?

A. Absorbed 25-50% volume while decreasing cost per transaction by 25-40%.

Q. If you had unlimited funding, what would you want to implement in your organization?

A. GBS Analytics. We are doing that already but certainly can expand it to a lot more functions.

Q. If you had to do something over again in your organization, what would it be and what would you do differently?

A. Not transitioning several functions within several locations at once. One time we transitioned 7 global functions at once and it was a bad idea!

Q. What are you responsible for in your role? A. Defining the vision for a global Financial Shared

Service Organization and implementing that vision incorporating feedback from stakeholders.

Q. What is the metric you are most proud of and what was it prior?

A. Implementing our European FSSC taking on Accounts Payable from 90 locations across 20 countries with 14 different languages in just 2 years starting from nothing.


A. Moving to many more global and totally outsourced centres.

Three Questions With…


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SSOW Is Where You… Hear from Industry Experts

NEW!

KEYNOTE: Alan Stern Planetary Scientist, Author and Leader of NASA’s New Horizons Mission

NEW!

KEYNOTE: Marc Priestley Former McClaren F1 Pit Crew

NEW!

Diana Tremblay VP, GBS General Motors

NEW!

David Mader Controller and Acting Deputy Director for Management The White House Office of Management and Budget (OMB)

NEW!

Melissa Miller VP, Business Improvement Group Anthem

NEW!

Patti Knight VP, Shared Services Implementation BAE Systems

NEW!

Nancy Hanslowe SVP, HR Shared Services MetLife

NEW!

Joyce Wells SVP, Strategy, Transformation & Execution Citigroup

NEW!


NEW!

Cara Pawlisch VP, Employee Services Nationwide Insurance

NEW!

John Gregory Global Finance Lead, GBS Kellogg’s

NEW!

Loren Mahon VP, Finance Systems CEO Office Oracle

NEW!

Rob Bradford VP, Global Shared Services BD

NEW!

Jennifer Berry VP, Global Business Service Center MasterCard

NEW!

Piyush Gupta Sr. EVP, Business Transformation, Head Shared Services Reliance

NEW!

Swati Saran VP, Customer and Partner Experience Cisco

NEW!

Philip Woodburn VP, FiSS Global Operations Schneider Electric

NEW!

Anil Bhavnani Director, BPO Operations, Global Financial Solutions Pfizer

NEW!

Tom McCammon Sr. Director Enterprise Datawarehousing and Analytics Vonage

NEW!

Theresa Zinzilieta CISSP, VP, Global Business Services American Express

NEW!

Ehsan Shammasi Head, HR Shared Services Al Tayer Group LLC

NEW!

Craig McKenney Managing Director - Head of Operations, Enterprise Supply Chain (P2P & T&E) Citi

NEW!

Debbie Lougheed Director, Shared Accounting Services Diocese of Orlando

NEW!

Matt Murphy VP – Enterprise Standards & Productivity Johnson & Johnson

NEW!

Dale Ridge Vice President EFS Global Procure to Pay Warner Bros.

NEW!

Rudy Gabrielson CPO University of Maine System

NEW!

Dennis R. Cooper V.P., Accounts Payable Department, Supply Chain Management PNC

NEW!

Shakti Jauhar VP, Global HR Operations and Shared Services PepsiCo

NEW!

Scott Senatore Sr. Director, Americas Finance Shared Services Verifone

NEW!

Tony Sayer VP Assistant Corporate Controller Shared Services Parker Hannifin Corp.

NEW!

Shawn O’Connor Vice President Global HR Operations Applied Materials

NEW!

Travis Curl General Ledger Analyst Hyatt Shared Service Center

NEW!

Gabriel Lantos Director, GPO, R2R Bristol-Myers Squibb

NEW!

Thomas M. Muir Director, Support Services, MyVA Program Office Department of Veterans Affairs

NEW!

Andrew Hunt Head, Finance Shared Services Aviva

NEW!

Tony Elam Shared Services Manager, Service Payables CarMax

NEW!

Bryce Berg VP of Business Services Molina Healthcare

NEW!

Isabel Tan SVP, Global Business Services Warner Bros.

Lee Coulter CEO Ascension Health Ministry Shared Services

Vijay Rao Global HR Operations Leader FacebookGraham Russell BPO Director WPP GroupChris Piazza SVP, Enterprise Financial Services Warner Bros. EntertainmentCindy Gallagher SVP and Controller Discovery CommunicationsEd Hansen Partner McCarter & EnglishErin Champlin Vice President - Global Services Johnson & JohnsonGareth Morgan SVP, Business & Finance Services Bristol-Myers SquibbGlenn Davidson Executive Director, Shared Services U.S. Department of CommerceAnders Lillevik Global Head of Procurement Support Services, Global Procurement QBE North America

Paul Bartley Director, GBS, Program Support Center, HHS

Elizabeth O’Farrell CPO and Leader, Global Business Solutions Center Eli Lilly

Meet the 2016 Speaker Faculty We are adding to our speaker faculty every day - check out www.SharedServicesWeek.com for updates!

A MIX OF OLD AND NEW, REPRESENTING

THE SHARED SERVICES INDUSTRY OVER 20 YEARS!

75% NEW SPEAKER FACULTY!

BACK BY POPULAR DEMAND




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SSOW Is Where You… Network with Your True Peers

825 Attendees

50% New Companies in

2015

100 Fortune 500 Companies

Onsite

92% SSO Practitioners

q2

36%

23%

69%

53%

23%

43%38%

9%

Our Attendees Hold Responsibility For: I report into C-suite

I have full responsibility for strategic vision of the SSO with a budget of $5m+ for external solutions

I operate at Global or regional level

I head a function regionally or globally

I head a process globally (GPOs)

I oversee strategy for shared services in multiple regions

I have an active requirement for specific challenges

N/A

YEAR ON YEAR, WE

DELIVER THE PEOPLE YOU

WANT TO MEET!

q5

40%38%

23%

14%

Maturity Level of SSCS

Planning & Launching

3-5 years

5-10 years

10+ years

HR

Finance/Accounting/Procurement

GBS/Multi-Function

46%

20%

33%

Attendee by Function Average Revenue of Organizations in USD

q6

7%10%

27%

16%

40%

<$500m

$500m<$1bn

$1bn<$5bn

$5bn-$10bn

$10bn<



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Who Attended?Just a Few of the Fortune 500 Companies in Attendance Last Year Include:

Plus!ABB

AbbVie Inc.

ABS Consulting

ACI Worldwide

Actavis

ADT

Adventist Health System

Ahold

Alexion Pharmaceuticals, Inc

Alfonso Rivas

Alliance Data-Retail Services

Al Tayer Group LLC

Altra Industrial Motion

Ameritrade

Anheuser-Busch InBev

Anixter International Inc.

AOL

Aramco Services Company

Arca Continental

Arizona Chemical

Armstrong World Industries

Arrow Electronics

Arteo, Inc.

Ascendant Group Limited

Ascension Health

AVM Enterprises

BankservAfrica

B/E Aerospace

BBA Aviation USA, Inc.

Biogen Idec

Bloomin Brands

Blue Cross and Blue Shield

BMC Software, Inc.

BMW Manufacturing Corp

Boeing

BP

BP-Americas BSC

Brambles

Bridgestone

British Embassy

By Innovation

Canon USA

Care

Cargill

Cassidy Turley

CEMEX

Charlotte Behavioral Health Care

CIGNA

Core-Mark Holding Company, Inc.

Covance

Cristal Global

Crown Equipment Corporation

Day & Zimmermann

Delphi Automotive

Dentsu Aegis Network

Department of Health & Human Services

Diageo

Diebold, Incorporated

Dignity Health

Dorsey Group

Dow Corning Corp.

DST Systems, Inc.

Eli Lilly & Company

EnPro Industries

EMC

EMD Shared Services America

Emory University

Equifax

Esker

Experian

Fidelity National Information Services, Inc.

FinancePlus

Foth

Four Seasons Hotels and Resorts

Gardner Denver Inc.

General Nutrition Corporation

Genuine Parts Company

Georgia-Pacific

Gerdau Ameristeel

Global Experience Specialists

GoDaddy.com, Inc.

Gordon Food Service

Graham Holdings

Grainger

Graebel Companies, Inc.

Growmark

H&R Block

Hearst Service Center

Hospira

HSNi

Hub International

Ingredion Incorporated

Interior Business Center/Department of Interior

Iron Mountain

Itera Consulting

FOR A FULL LIST OF 2015 ATTENDEES CLICK HEREPlus many, many more!

http://bit.ly/1WFoo4k

SSOW Is Where You… Get True Hands-on ExperienceSite Tour Day: Monday, March 7

TWO BRAND NEW TOURS FOR 2016! – Choose ONE of the following:

One of the most beneficial – and popular – offerings we provide at SSOW is the opportunity to get up close and personal with the shared services operations at some of the most well-known companies today. If your organization is just beginning its journey, comes and see the true workings of an SSC. If your organization has an established center, benchmark your operations while you’re on the tour and take away meaningful ideas to implement at your own SSC!

Enterprise Solution Center PwC’s Enterprise Solution Center, located in Tampa, Florida, is the home of the US firm’s Global Business Services, which provides operational and strategic

competencies to create the PwC experience for our staff and partners. The Tampa location currently houses 2,500+ staff that provide support to 49,000+ US staff and partners. In addition, various services are offered to the Canadian and many South American and Caribbean firms. The main groups located in the Tampa office are Finance & Accounting, Information Technology, Human Capital Shared Services and Experienced Sourcing, Knowledge Services Organization, Learning and Education, Marketing and Sales, and National Benefits which all work together to provide end-to-end process innovation to the business. In addition, as the strategy has developed, the location also houses many non-traditional functions including the Administration Services Concierge group, which provides Admin support to US partners from a central location. During this site tour, PwC will share with you their journey from execution through strategy into shared services and beyond to Global Business Services. The Tampa office is a high-tech facility that has been designed to allow for maximum collaboration across the various teams that call the location home. Site Tour Leader:

Joe Killian Principal- US finance & Tampa Site Leader

North America Capability Center - ONLY 30 SEATS AVAILABLE!

The Bristol-Myers Squibb North America Capability Center, which opened in January, 2014, is a state-of-the-art facility in Tampa, Florida, providing strategic capabilities for delivering end-to-end process excellence and innovation. The center provides high knowledge-based capabilities and services across multiple disciplines and is part of our ongoing efforts in continuous process improvement. The site has over 400 employees collaborating in R&D, Business Operations, Finance, IT, Commercial and Marketing Services and Human Resources. At the North America Capability Center we continue to explore ways to simplify processes and increase the efficiency and effectiveness of our operations. Site Tour Leader:

Wayne Lewis Associate Director, Communications and Community Relations Bristol-Myers Squibb

OR

OR

9:00 – 2:00

12:30 – 5:30

Coca-Cola Refreshments HR Shared Services Site TourIn 2009, Coca-Cola Enterprises opened a North American HR Shared Services Center in Brandon, Florida. The center has evolved over the last 6 years with technology and process

improvements, amidst company integration work as the North American operations were acquired by The Coca-Cola Company in 2010. The center currently has 250 employees and expects to continue along a technology and process optimization journey. This site tour will take you through this widely benchmarked center presenting these areas of focus, including:• Customer Service – view the call center in action along with related metrics of speed to answer,

service level, first call resolved, and a drive to tier 0. Learn about the first point of contact specialization in the areas of Payroll, Compensation, Employee Relations, and Benefits

• HR Operations – view the metric boards and learn about operations of HR Master Data, Organizational Management, Talent Acquisition Services, and Benefits & Pension as well as how the team continues to provide higher value support to the organization

• Payroll Operations – learn about the in-house payroll operation, which is the most mature since it originated over 14 years ago within Finance Shared Services. Highlights and the payroll evolution will be explained

• HR Services Support – understand the roles of quality assurance, workforce optimization, knowledge management, reporting, governance, and project management for the entire HR Shared Services organization

Site Tour Leader: Karla Younger VP, HR Services Coca-Cola Refreshments

Coca-Cola Refreshments Finance SSCJoin us for an exciting tour of the Coca-Cola Refreshments Finance SSC!

Coca Cola Refreshments North America Finance Shared Services began operations in 2001 in conjunction with a company ERP implementation. The center is located in Brandon, Florida, with satellite operations in Atlanta, GA employing 700 associates in total. The centers provide financial and accounting services to North American Coca-Cola operations which includes a diverse portfolio encompassing accounting, payments & disbursements, customer pricing and marketing support, credit & risk management, billing & collections, vending and dispensing equipment administration, supply system forecasting and budgeting and data governance

Site Tour Leader: Michael Dufrene VP, Finance Shared Services Coca-Cola Refreshments

PRACTITIONER’S ALL-ACCESS PASS

SPECIAL RATEGet it all! The Main Conference, two

workshops, and your choice of site tour with the exclusive price of $3,099 when

you register by November 20, 2015. All Practitioner bookings will get a

12-month license to Shared Intelligence at no additional fee. Read more on SI on

page 9.

SOLD OUT THE LAST 4 YEARS!



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Workshop Half Day Tuesday, March 8, 20167:15 Registration and Exhibit Hall Opens

Workshop A Workshop B Workshop C Workshop D Workshop E8:15 – 10:30

Shared Services 101: How to Design, Build, and Implement Shared ServicesHow do you ensure that your new shared services operation is successfully established and able to provide value immediately back to the business? Join us for this interactive session where we follow a company through its journey of setting up a new shared services organization.

This workshop focuses on the essential activities to plan and launch a new shared services operation; including setting the strategy, defining the opportunity, and setting up work streams to ensure all implementation resources are used most efficiently and effectively.

During this session you will learn:

• Strategic considerations for designing shared services

• Characteristics of a leading service delivery model

• The most important activities required for successful implementation

• Common implementation mistakes and how to avoid them

Scott Manning Partner ScottMadden

Trey Robinson Partner ScottMadden

Tina Krebs Partner ScottMadden

Shared Services for Shared Services – How to Serve Those Who ServeThe challenges of managing operations in shared services are many: workload forecasting, staff productivity measurement and monitoring, SLA monitoring, managing changes to the process, and many more. How can a shared service organization best serve its management and associates to allow them to perform their best for their clients and users? What things can be done to create common language, common support structures, and industry leading processes to support the shared served operations teams? In other words, how do we serve those who serve? This session will look at how you can implement operations support programs that can be applied to any type of shared service environment.

A.J. Hanna Sr. Director, Service Management - Ministry Service Center Ascension Health

Generate a Roadmap to Global Process Ownership Success: Ideation, Investigation & ImplementationSo you’ve decided that a global process ownership capability would be the best step forward in your SSO, or you’ve been anointed GPO. Now what? There are so many “what comes next?” possibilities, it can be daunting to create a path and follow it. This workshop will take you through those crucial first steps in developing a GPO capability, including:

• Ideation: honing the high-level concept and securing the mandate to take it forward

• Investigation: understanding the existing landscape and what you must do to make the global process ownership model work

• Roll out: starting to put the model into action including outlining a governance structure

Think Marketing to Accelerate Shared Services or BPO GrowthSo you’ve dragged your organization kicking and screaming through a few transitions to a shared services and/or outsourced business model, and now it’s time to spread the wealth to the rest of the company. You might think that the next logical step is focus inward, building up more process skills, identify opportunities to move up or across the value chain, or deepen governance and reporting. However, these are now table stakes in the provisioning of shared services; ‘build it better and they will come’ is not a viable approach to scaling in the majority of organizations. Instead, it’s imperative for the services organization to adopt a marketing mind-set to deliver growth. Specific topics for discussion include:

• Overcoming the challenge of growing shared services without a clear mandate

• Becoming a provider of choice• Developing an effective marketing

strategy and capability• Linking marketing and change

management• Combining account management

with governance

Please come prepared to discuss your scaling challenges and come away with actual, implementable best practices.

Deborah Kops Founder Sourcing Change

Hungry for Global HR Transformation -- Key Ingredients to Ensure Your Transformation Initiative Doesn’t Fall FlatISG’s latest research shows that more than 70% of enterprises have or will implement HR SaaS technologies within the next 2 years to drive global HR transformation. But success is far from guaranteed. Learn the key success factors that your HR transformation strategy should address-- selecting the right HR technologies, building supporting delivery structures, driving user adoption and leveraging data and decision tools.Global Payroll sits at the crossroads of IT, HR, Finance and Shared Services. As global technology solutions are implemented, there is a growing interest in reducing the number of payroll providers, simplifying interfaces, improving governance and reducing compliance risk. Hear how others are addressing global payroll delivery for greater visibility and to optimize local and regional operations.

Deb Card Partner ISG

Julie Fernandez Partner ISG“Very interesting -

provided important information related to the evolution of SSC.”

– Empresas Públicas de Medellín E.S.P (EPM)


10

Concurrent Workshops Continue

Workshop Half Day • Tuesday, March 8, 2016 continued

Workshop F Workshop G Workshop H Workshop I

10:45 – 1:00

Advancing Your Shared Services Operations: Taking It to the Next LevelWhat’s next for maturing shared services operations? How do you add value within a manageable framework? Dive into non-traditional, next-generation concepts with this interactive session. Here, we will share strategies to add value to your organization related to:

• Predictive and prescriptive analytics

• Use of social media

• Robotic process automation

• International expansion and treatment of small countries

• Increasing business customization without losing efficiency

Courtney Jackson Partner ScottMadden

Trish Ferris Partner ScottMadden

Jerred Crosby Partner ScottMadden

Robotic Process Automation – a Practical Guide for Working with Smart MachinesMany organizations are using Robotic Process Automation (RPA) to transform operations for Global Business Services, drive dramatic savings, improve quality and improve business outcomes. Beyond RPA’s impact on operational efficiencies, – the ability to enable and enhance Business Intelligence and Big Data Analytics programs is truly a game changer. But maximizing benefits from this new capability requires rethinking and articulating an appropriate strategy and service delivery approach, identifying the best fit RPA tool(s)

for your needs, defining new contract mechanisms, developing new governance structures and effectively managing change.

Attendees of this workshop will have the opportunity to:

• Benefit from research on the state of RPA engagement in the SS/GBS market

• Receive a complimentary RPA opportunity assessment on their SS/GBS function

• Understand how to incent incumbent providers to implement RPA

• Learn how to determine which RPA tool(s) are best fit for your environment and objectives

• Hear best practices and lessons learned from successful RPA implementations

• Participate in live RPA demonstrations to automate processes

Derek Toone Managing Director, RPA Advisory Services Alsbridge

Understand the Critical Components to Effective Change ManagementRegardless of where your organization may be on the maturity spectrum of shared services, change is a constant, and the ability to manage change as part of your day-to-day operations is crucial to ensure the cultural transformation needed for execution and growth.

During this workshop we demystify change management and employee engagement techniques by exploring the practical applications, tools and latest practices. Attend this workshop to:

• Enable on-going change for sustainable support and business results

• Manage cultural changes while keeping employees engaged/motivated

• Master ongoing communication that is relevant and resonates with stakeholders and employees

Phil Searle Founder and CEO Chazey Partners

Robert Towle Managing Director, North America Chazey Partners

Build a Robust Partnership With Your Outsourced ProviderTraditional outsourcing models have been cost-focused, reactive, paint-by-number agreements. Today, organizations are looking for alternate models that are value-centric, proactive – or even predictive – and specialized for each customer’s specific need. With the volume of organizations that have a hybrid or outsourced model, SSOs are looking for a true partner, one who will help to maintain the balance between what is retained and what is outsourced. In this workshop, leaders will share their hard-won (and lost) battles to achieve this harmony, including:

• Clearly defining the organization’s service delivery strategy including a definition of outsourced vs. retained processes

• Moving the needle to make it more of a partnership than a nuts and bolts agreement

• Looking beyond the metrics and past performance and towards innovation

• Maintaining governance across both retained and outsourced organizations

Chris Piazza SVP, Enterprise Financial Services Warner Bros. Entertainment

Boxed Lunches to Be Provided to Workshop Participants


11

SSOW is Where You…

Immerse Yourself in

LearningSSON’s SSO Pro Program includes a rich body of knowledge focused on key competencies essential for professionals leading Shared Services processes and organizations. The Program was developed to help Shared Services team members and leaders become better equipped to provide the value-adding, customer-centric services required by today’s ever more savvy business customers. This workshop includes three of the core competencies and is concentrated on their direct application to the Shared Services environment. These competencies emphasize how to identify gaps and opportunities in customer satisfaction and process quality and enables participants with project management skills to implement projects to close the gaps and enrich business results.

ONLY $799!

SSO Pro MasterClass at SSOWFriday, March 11, 2016 9:00 – 5:00

Project Management Fundamentals (4 hours)Whether you a leading the implementation of a new system in your department, serving as a functional team member or have been assigned to a new acquisition project, learning the fundamentals of Project Management is essential for the non-career Project Manager. In this section of the workshop we will dive into the principles and tools of Project Management to enable team members and project leaders. Participants will learn how equipping project teams with a foundational understanding of Project Management methodologies, concepts and tools can enhance project results.

Course Objectives:

• Provide a clear understanding of fundamental Project Management concepts

• Present key processes and terminology associated with Project Management

• Introduce the five principal Project Management processes in a project lifecycle

• Develop effective business and functional requirements

• Employ tools for effective Scope Management

Customer and Stakeholder Services (2 hours)How does your organization differentiate itself and deliver excellence in service? In this session we will explore methods, techniques and current topics in Customer Service and Stakeholder Management.

Course Objectives:• Develop a stakeholder relations management process• Create a stakeholder analysis template• Engage stakeholders more effectively• Examine metrics, feedback loops and approaches to

measuring customer satisfaction• Use RACI charts for team development and

accountability• Design a communication plan

Quality Management - Lean in Shared Services (2 hours)Quality and Lean programs….not just for manufacturing operations anymore. In this portion of the workshop participants will learn about the direct application of Lean and Quality Assurance principles and tools to business processes.

Course Objectives:• Define quality management• Understand how to use lean and six sigma in Shared

Services• Examine tools to identify performance gaps• Discuss methods to drive and sustain an effective

quality program

SSO Pro is headed up by Rochelle Hood, PMP, Global Head of Communities and Process, SSONRochelle is the Global Head of Communities and Process, and is responsible for running our SSO Pro Online Learning Course, spear heads Shared Intelligence, and leads up research projects relating to the industry. Having previously worked at Harris Corporation, her process-based background positions her perfectly to this role.



12

GBS EVOLUTIONSWednesday, March 9: 1:30-3:45Thursday, March 10: 1:50-3:10Debating, Defining

And Delivering Return At Each Stage Of The GBS Journey

Designed for executives and senior managers with direct experience in planning, implementing, or running Shared Services and/or Global Business Services for large, lobal organizations, the GBS Evolutions Room will be highly interactive and involve a significant degree of analysis and discussion surrounding relative topics. Participants are encouraged to come prepared to present real-life GBS challenges for lively discussion, problem-solving and debate.

Discussion Will Include:Your Journey to GBS ExcellenceThe adoption of Global Business Services as the preferred service delivery model is a high priority for most complex and/or global companies today. However, research suggests that companies often reach a mid-point in GBS maturity and then plateau. This four-part discussion series explores the importance of GBS, key factors that enable GBS maturity, the reasons many companies stall and – most importantly – how leading practitioners are breaking through challenges that otherwise bog organizations down. This program is designed for executives and senior managers with direct experience in planning, implementing and/ or running Shared Services, Buy-Side Functional Outsourcing and/or Global Business Services for large, global organizations. The program will be highly interactive and will involve a significant degree of analysis and discussion surrounding relative topics as prioritized by the participants. Participants are encouraged to come prepared to present real-life GBS challenges, priorities and opportunities for lively discussions, problem solving and debate.

An Executive Forum for Senior GBS Leaders to Review Their Most Pressing Issues and Gain Best Practices From Their Industry Peers

INVITATION ONLY!

Here are the Prerequisites…Access to the GBS Evolutions Room is available solely to individuals who meet at least one of the two criteria below:• Have responsibility over multiple regions of shared services

• Have responsibility over multiple functions in Shared Services (i.e. F&A, HR, IT , etc.)

And meet at least three of the following criteria:• Have 5+ years and experience in strategic Shared Services roles (practitioner led)

• Have organizational revenues of $1 billion

• Have shared services organizational revenues of $10 million

• Have minimum 750 FTEs in the Shared Services Organization

WANT TO

JOIN?



13

Main Conference Day One Tuesday, March 8, 2016

12:00 Main Conference Registration and Exhibit Hall Grand Opening

Light refreshments will be served

1:10 SSON Opening Remarks Heather King

Divisional Director SSON Americas

1:20 Chairman’s Opening Remarks Brad DeMent

Partner ScottMadden

1:30 20TH ANNIVERSARY THEME PANEL: 20 Years of SSOW – A Look Back and A Look Forward at the Shared Services and Outsourcing Industry

Over the last 20 years, the shared services and outsourcing industry has seen a lot of changes – both from within and from without. Regional and global economic factors have forced the industry to adapt and to be more adaptable. Technological capabilities have truly allowed companies to do more with less. Increased and more attractive nearshore and offshore options have upended delivery models. As SS&O Week hits its milestone 20th year, this session will dive into what has brought us to 2016, and what will take us to 2036.

Panelists: Nancy Hanslowe SVP, HR Shared Services Metlife

Paul Bartley Director, GBS, Program Support Center HHS

Loren Mahon VP, Finance Systems, CEO Office Oracle

2:10 Emerging Technologies Are Reshaping the Future of Shared Services – What Does it Mean for You?

Technology is disrupting business operations and changing how companies will optimize their shared services operations. The future of GBS will be transformed, whether it is HR SaaS technology that reshapes the organization or automation of back office processes using ‘bots’ to perform data entry and run reports, or the integration of IT and GBS. Hear specific examples of the impact emerging technologies are having on HR, Finance, and IT operations.

Hosted by:

2:50 CASE STUDY: The Move Towards Client-Centric Shared Services: Position Yourself Internally Within an Organization to Contribute Strategically

While many components are essential to your team’s success, relevance and your ability to seamlessly evolve over time are perhaps most important. As an internal consulting team within Anthem, one of the nation’s leading health benefits companies, the Business Improvement Group has remained lock-in-step with the needs of its changing business and established itself as a strategic partner. In this session, you’ll learn how commitment to building relationships and articulation of your value story are essential to your team’s maturation. Topics covered will include:

• The importance of pivoting your team’s services to the needs of your business partners

• Creating and backing up your team’s ‘brand’

• Gaining trust, exercising influence, and demonstrating value

• Gaining a seat at the table as a trusted partner.


3:20 Networking Break and Break into Maturity Curve Focus Groups


14

Main Conference Day One • Tuesday, March 8, 2016 continued

Maturity Curve Groups Begin

STAGE 1 (PRE-3 YEARS) EMERGING

Track Owner: Debbie Lougheed, Director, Shared Accounting Services, Diocese of Orlando

STAGE 2 MATURING

STAGE 3 STANDARDIZING

Track Owner: Lisa Miller, VP and Controller, PepsiCo (Retired)

STAGE 4 EVOLVING

4:00 “If I Had to Do it All Over Again I Would…”It’s easy to crow about our successes, but not as pleasant an experience to take a hard look at what was done wrong in the build up to a shared services implementation. In this session, industry veterans share what they would do all over again if they could turn back the clock. Topic areas will include:

• Did we pick the right location/model/processes for our SSO?

• Were our change management initiatives enough to overcome the worries about our initiatives?

• Would anything I’ve learned since have made implementation go quicker?

Moderator: Jim Klingler Executive Director, University Business Operations Division North Carolina State University

Panelists: Patti Knight VP, Finance Shared Services BAE Systems

Scott Senatore Senior Director, Americas Finance Shared Services Verifone

Hosted by:

Thriving and Not Just Surviving the M&A Storm: How to Leverage Shared Services and BPO Relationships During a M&A• Design a holistic change management

plan to achieve stability and positive integration.

• Adopt a “Best of Both” approach to better identify which Services/ Processes to keep and which to terminate

• Scale up or down Operations within in a span of a few months as a Captive is a huge challenge but a 3rd party service provider has more success in creating an agile organization.

• Establish new governance models and SLAs to accommodate new employees, services and organizational needs

Anil Bhavnani BPO Director, Global Financial Solutions Pfizer

Glocal (Global but Locally Relevant) Approach to HR Operations & Shared Services: Pepsico’s Over 80 Country Global TransformationPepsico embarked on a global HR operations and Shared Services to leverage scale and achieve efficiency across their end-to-end processes. As part of this transformation they have successfully worked with their outsource partners to provide services in over 80 countries in multiple languages. Shakti Jauhar will cover the science behind how PepsiCo managed to scale its workforce tools and build out its HR operations infrastructure that is both globally consistent and locally relevant.

Shakti Jauhar Vice President, Global HR Operations & Shared Services PepsiCo

How to Attain the Next Transformation Lever Through RPA Although shared service organizations have long-deployed enabling technologies like standard Enterprise Resource Planning (ERP) packages, self-service portals, and low-level automation tools like scripting and screen scraping, RPA is a new breed of software that allows enterprise-safe automation of processes. In this session, Mary Lacity presents findings from her book with Leslie Willcocks, Service Automation: Robots and the Future of Work. She examines how Robotic Process Automation (RPA) is being deployed in shared service organizations as the next transformation lever beyond centralization, standardization, optimization, relocation to low cost areas, and use of enabling technologies. You will hear about how several early adopters achieved multi faceted positive business results from deploying RPA and well as what is needed to achieve these business benefits including:

• An Executive-sponsored service automation strategy

• Proper governance

• Control by business operations/shared services

• Talent development

• Robust change management strategies

Mary Lacity Curators’ Professor of Information Systems, College of Business University of Missouri-St. Louis

Hosted by:


15


Concurrent Track Sessions Continue

4:40 How to Jumpstart your SSO Journey with a Compelling and Data-Driven Business Case and Overcome Roadblocks Once You’ve Embarked on the JourneySimilar to other transformational initiatives, before you can successfully launch a new shared services organization, you must first prove that it will create value for your organization by putting together an evidence-driven and persuasive business case. In this session, learn how to master the 3 key steps of building a solid business case– calculating the anticipated benefits, projecting potential costs and conducting risk analysis of a new shared services initiative. In addition, take home best practices on how to:

• Develop an accurate current state baseline to compare against external benchmarks and highlight key opportunities for cost reduction

• Successfully quantify and communicate both the financial and strategic benefits of shared services in a way that is meaningful to the business

Tony Sayer Vice President Assistant Corporate Controller Shared Services Parker Hannifin Corp.

CASE STUDY: How to Leverage an Analytics Function for Global Operational Excellence – the MasterCard StoryIn May, 2011, MasterCard embarked on its shared services journey, to better support the business and enable its continued year on year growth. Its former decentralized model, which included non standardized processes and regional finance outsourcing, resulted in double work, high costs, and minimal accountability and governance. The implementation of the GBSC throughout the globe took MasterCard through June, 2015 and immediate wins were achieved including

Increased electronic payments from 64% to 93%, increased invoice imaging from 35% to 90%, increased T&E compliance from 85% to 98%, reduced cost per invoice by 58% and increased overall quality across the F&A processes globally. These successes are a direct result of the partnership with the analytics team that drove the GBSC’s abilities forward. In this case study presentation:

• Learn how to partner operational strategy with raw data to achieve operational success

• Hear about MasterCard’s next steps towards SSO growth, including the addition of HR Services and integrating newly acquired companies

• Explore how it was able to handle the growth to the transaction side without adding headcount

Jennifer Berry VP, Global Business Service Center MasterCard

How to Assess the Impact that Cloud Services and Big Data are Having on Today’s Data Warehouse and Analytic Systems• Data sources – what type of data

sources are being produced and consumed. How does social media, cloud computing and big data affect data sourcing.

• Data Velocity – what types of data are moving at what speeds and what techniques / tech can be used to deliver it

• Landing Zones - Where should data be stored and for what purposes

• Common misconceptions & pit falls – Not all data is the same, how can you avoid creating a data swamp when you really wanted a data lake

Tom McCammon Senior Director Enterprise Datawarehousing and Analytics Vonage

CASE STUDY: How to Take a GBS Organization to the Next Phase in Evolution Through Customer ServiceIn the fall of 2011, Cisco’s senior leadership team created the Cisco Business Services organization to ensure the company had a more formal mechanism to continually look at ways to drive growth and innovation for the long term. Over the last four years, Cisco has built a GBS organization spanning 93 countries, 40 languages and 10 core operating functions, but it is not finished with its transformation. True end to end processes with a connection to the customer experience is the next frontier. In this case study:

• Hear how to create a value proposition to explain the worth of the endeavor

• Detail the creation of a governance body to connect the dots across all stakeholders to make the value understood

• Explain the leading role GBS plays in the connection to the business to provide value to the customer

Swati Saran VP, Customer and Partner Experience Cisco

“This was my first time at the event and I found it very

educational.” – Deseo Corp.


16



5:20 CASE STUDY: The Role of Shared Services in Veterans Affairs and Commerce’s TransformationThe US Departments of Veterans Affairs (VA) and Commerce are the first two cabinet-level departments of the Federal Government to launch major intra-departmental, multi-function shared services programs. Both initiatives are part of bigger and broader initiatives designed to transform their Departments’ operations. At the VA, shared services is part of the Department’s effort to become a more Veteran-centric organization, one that Veterans and employees can be proud to call “My VA.” At Commerce, shared services is central to a program called “Operational Excellence” that is designed to improve business-enabling services so that the Department’s bureaus may focus all of their attentions and resources on core mission work. Join this session in order to learn more about their plans, understand how shared services is being implemented in the Federal Government, and explore the role of the private sector in achieving their goals.

Thomas M. Muir Director, Support Services, MyVA Program Office Department of Veterans Affairs

Glenn Davidson Executive Director, Shared Services US Dept. of Commerce

Flexibilization at Scale: Managing a Growing WorkforceThis session will discuss Facebook’s:

• Focus on automation of manual processes, especially on the ones with downstream data integrity issues to avoid incorrect data

• Self service for employee process

• Avoiding fracture points caused by increased employee numbers

• Data hierarchies caused by company acquisition

• Systems for how the business looks at the data so they can effectively manage the organization

• Management of workforce planning

• Plan to have an accurate picture of current and anticipated headcount

Vijay Rao Head, HR Operations Facebook

How to Achieve Significant Global R2R Automation Through a ‘Simplification and Stratification’ StrategyBristol-Myers Squibb has significantly reduced the amount of manual work that goes into completing a month end close process by leveraging standard process and automation of routine tasks. This has supported an effort to stratify the close process so that only material entities are fully closed on a routine monthly, relying on automation of process to get to a virtual close of many entities. This has allowed BMS to smooth out peaks in the activity of its financial close team. In this session, hear how BMS is continuing to improve and evolve their automation strategies.

Gareth Morgan SVP, Business & Finance Services Bristol-Myers Squibb

Gabriel Lantos Director, GPO, R2R Bristol-Myers Squibb

Develop a Roadmap Toward a GBS Strategy: Getting You Where You Need to Be Without Scaling Too Quickly Once you understand the business case for moving to a GBS strategy, you are going to want to do everything at once. This holds true whether your organization has had a shared services structure for years or is just starting out and hoping to skip to the best service delivery model. While enthusiasm is crucial, you do need to ensure that you don’t move too quickly and collapse under the pressure. Issues addressed include:

• Determining which aspects of a GBS strategy are most important for your business and adopt them to your pace and culture

• Identifying concrete steps toward adopting a GBS strategy for short, medium and long term planning

• Locating your technology, business , and resource gaps

• Designing and building a solid infrastructure to scale while maintain agility to change

• How to project manage the transition and help stakeholders cope with change leveraging a well designed communication campaign

• Stabilizing the existing operation and pushing the envelop to drive continuous process improvement


6:00 Moderator-Led Discussions Moderator-Led Discussions Moderator-Led Discussions Moderator-Led Discussions

6:30 SSOW Poolside Welcome Reception


17

Main Conference Day Two Wednesday, March 9, 2016

7:45 Registration Opens

8:30 SSON Opening Remarks

8:40 Chairman’s Opening Remarks Brad DeMent

Partner ScottMadden

8:50 BIG IDEA KEYNOTE #1: 26 Years to Pluto: The Team and Drive Necessary to

Obtain the Unobtainable A celebrated planetary scientist and space program executive,

Dr. Alan Stern is at the helm of one of the most significant and celebrated space program projects in history—NASA’s New Horizons mission to Pluto—completed in 2015 after more than 26 years of advocating for the trailblazing mission. From the exhilarating highs, to the disheartening lows and through frustrating obstacles, Stern reflects on his storied journey since first approaching NASA about the mission, to inspire and encourage audiences that with dedication and perseverance, anything is possible.

Alan Stern Planetary Scientist, Author and Leader of NASA’s New Horizons Mission

9:40 SSON Excellence Awards Introductions and Awards #1 and #2

SSON’s Shared Services & Outsourcing Excellence Awards is a globally recognized, annual industry awards ceremony, which honors and celebrates SSC and service delivery teams who have exceeded industry standards in their SS&O initiatives.

• Award #1: Excellence in Culture Creation

• Award #2 Excellence in Value Creation

Hosted by:

10:00 Fulfilling a Shared Services Organization Reinvention Strategy

Hitting the 10-year mark as a successful, mature, and cited leading practice shared services organization was a time to celebrate. Services offered had expanded from a U.S. data centric quality focus to a full portfolio of global HR, payroll, and employee facing services. Additionally, the organization had strong tenured employees, demonstrated savings of 33%, and continued to receive new growth opportunities and endorsement from its senior executive stakeholders. While celebrating was nice, it was also time to look inward, challenge the status quo, and set a new strategy to improve and better support the evolving global organization. Hear about the five-year journey to fulfilling that strategy, including:

• Key initiatives that defined the strategic plan

• Stakeholder management on a global scale and through a changing business landscape

• Getting comfortable with change management

• Upgrading technology in a legacy system and end-user accommodating culture

Isabel Tan SVP, Global Business Services Warner Bros.

Hosted by:

10:45 Networking Break

11:30 Interactive Discussion Groups, Part I

12:30 Networking Lunch and 5 Minutes to Move to Functional Transformation Tracks

APPLY FOR A SSON

EXCELLENCE AWARD

SSON’s Shared Services & Outsourcing

Excellence Awards is a globally recognized,

annual industry awards ceremony, which honors and celebrates SSC and service delivery teams

who have exceeded industry standards in their

SS&O initiatives.

We want to hear your story!

If you would like to honor and recognize your team’s

efforts and success, then consider applying for a Shared Services & Outsourcing Excellence

Award.

For more information, visit http://awards.

sharedservicesweek.com


18

Main Conference Day Two • Wednesday, March 9, 2016 continued

Concurrent Functional Transformation Tracks Begin

Finance & Accounting

Transformation

HR TransformationTrack Owner: Robin Rasmussen, Partner

Vendor Management

& Procurement Transformation

Multi-Functional Transformation

RPA Master Classes

Track Owner: Ankur Kothari, Chief

Revenue Officer

P2P Master Classes

Track Owner: Mike Rickard, Director,

Procurement and AP, Cox Media Group

GBS Evolutions RoomTrack Owner: Robert Cecil, Partner, KPMG

1:30 Future-Proof your Target Operating Model with Three Key LeversGlobal businesses have been experiencing transformation due to the recent financial crisis, changing regulatory landscape, and increasing macro and micro economic pressures. And to top it, businesses also must keep up with the evolving technology and globalization trends. To stay ahead in this transformation journey, most organizations have adopted an operating model focused on efficiency and controllership.

And as the adage goes, what gets measured gets done! So no wonder efficiency and control gets priority over others.

How to Reduce Costs and Gain Efficiencies Through HR TransformationAs companies face more challenging business realities, added pressure is being placed on HR functions to perform in more efficient and cost effective ways. In today’s business HR is looked at from a more strategic perspective. Learn more about the strategies companies are adopting as a result of this increased focus to improve efficiencies and reduce costs.

Craig Funt VP, HR Services Bristol-Myers Squibb

How to Realize the Benefits of Alternative Structures for an End to End P2P OperationThe current Citi ESC is a fully integrated organization encompassing all global purchase to payment services for Citi, and T&E processing, managed in one organization with dedicated support teams largely in 5 service center locations. It didn’t start out that way. In this session, you’ll hear about steps Citi took to develop and realize the benefits of its end-to-end footprint, including:

• Combining legacy procurement, enterprise supply risk and accounts payable organizations into the current ESC function

CASE STUDY: Changing the Way We Work at J&J by Implementing Enterprise Standards & Processes across Functions, Sectors and RegionsHow do we enable the power of Johnson & Johnson through world-class services that will drive growth and innovation and help even more people live happier, healthier lives? This is the question that Johnson & Johnson was searching to answer in 2013 when it decided to address the complexity and lack of efficiency in several global functions. Processes, systems and capabilities were not consistent across the enterprise; cost to serve data on the global functions indicated the company was outside benchmarks; and feedback from internal and external stakeholders indicated that the global

CASE STUDY: How Shared Services Leadership at ANZ Transformed Operations with RPARPA has allowed many progressive banking organizations, like ANZ, to free up resources to focus on customer interactions and to do so on a global scale. In this case study session, the leaders that transformed operations at ANZ will share how they adopted and deployed a leading RPA software platform and did so at speed and at a multinational scale.

ANZ Case Study Presentation

Hosted by:

CASE STUDY: How CarMax Protects Against New and Emerging Types of AP Fraud and Risk Surveys conducted by the Association of Certified Fraud Examiners show that nearly six out of 10 companies targeted by fraud scams are simply never able to recover their losses. That makes proactive protection an important imperative for any accounts payable team. In this session, you’ll learn how Carmax, the largest retailer of used cars and trucks in the U.S., is proactively protecting more than 1.7 million disbursements annually against fraud and risk.

Session 1: Your GBS Journey Unique – Where do you plan to go in your GBS journey?GBS is a unique journey for every company. Whether you’re a GBS veteran or a GBS tenderfoot, you have to know where you are today and where you want to be in your next time horizon. We will provide you with a framework for your GBS journey and provide you with a leading practice approach that will help you be successful in that journey. In this session, you will find out how to successfully:

• Frame your journey

Continued next page Continued next page Continued next page Continued next page Continued next page

New for 2016


19

Main Conference Day Two • Wednesday, March 9, 2016 continuedConcurrent Functional Transformation Tracks Continue

1:30 However, to get to a desired future state of operating model, businesses need more than just efficiency and control. Organizations must have a healthy balance of business process effectiveness and future readiness, along with the other two levers of the operating model. And to augment this desired state, they must ensure three key attributes – Agility of the operating model, embedded actionable intelligence and optimal technology investments.

Join our session to know how to balance the outcomes of your target operating model including efficiency, effectiveness, controllership and future readiness.

Andrew Hunt Head of Finance Shared Services AVIVA

Hosted by:

How to Reduce Costs and Gain Efficiencies Through HR Transformation continued

• Developing an alternative operational structure for P2P, including GPO implementation, use of RPA and a collaborative risk management system

• Finding, developing and preparing talent in the increasingly global, competitive P2P market

Craig McKenney Managing Director, Head of Operations, Enterprise Supply Chain (P2P & T&E) Citi

functions could partner more strategically on growth and innovation. To address this challenge, Johnson & Johnson initiated a multi-year journey to transform its global operating model, simplifying processes and systems, and building capabilities to support business growth. By turning its breadth and scale into a competitive advantage, Johnson & Johnson will strengthen its foundation as a world-class company and enable greater focus on customers, consumers, patients and employees In this session, you will hear from Johnson & Johnson transformation leaders about their journey:• First things first: Defining

global E2E process standards

• Organizing work into a 3-tier model (Corporate, Business Unit and Shared Services)

• Following a standard Playbook for design/build to assure rigor in testing, compliance and overall readiness

• Managing hundreds of launches (technology, policy, process, and work centralization) over 3 years

• Measuring progress against our $1B value target

Erin Champlin Vice President - Global Services Johnson & Johnson

Matt Murphy Vice President – Enterprise Standards & Productivity Johnson & Johnson

CASE STUDY: How Shared Services Leadership at ANZ Transformed Operations with RPAcontinued

The presentation will cover new fraud tactics and emerging risks, best practices that can protect your operations, and tips for creating your own plan of attack – from proactive AP audits to compliance awareness campaigns.

Tony Elam Shared Services Manager, Service Payables CarMax

Hosted by:

• Identify what your journey needs to include for success

• Set priorities for interactive sessions to follow

“I was able to exchange a lot of ideas and

learned some very interesting tips!”

– Rohlig Logistics

“Why is a GBS Roundtable

important for the industry? It is important because

senior leaders will get an opportunity learn from

each other, about the GBS Model dynamics and seek opportunities to collectively

evolve.” – Balaram Tidhi, Director,

GBS, RedHat


20


Concurrent Functional Transformation Tracks Continue

2:15 AP Shared Services Road to Success: University Hospitals’ Automation StoryUniversity Hospitals’ shared services center transformed its accounts payable process and drove efficiency across the organization. Through AP automation, the leading U.S. healthcare organization dramatically reduced its invoice approval times, increased staff productivity and gained visibility into its processes.

Hear from Jeff Lubbe, Corporate Finance Director and John Vujevich, Financial Systems Project Analyst as they share their experiences on the AP automation journey and how the shared services center achieved results such as:

Use of Employee Relations (ER) Shared Services to Drive Company Culture and ValuesNationwide’s Employee Relations Department, a 2015 SSON Excellence Award Winner for Culture Creation, serves all 33,000 Nationwide associates. They have found that by centralizing ER into a small group of ER professionals, they have been more consistent in their consulting services and their time to market for messaging in policy and practice. In this case study you will learn strategies to:

• Quickly address emerging issues found through data

• Increase leader engagement

• Decrease involuntary turnover through a more sophisticated program

Contracting and Negotiation Master Class: Beyond the FundamentalsIn this session, we will discuss:

• How to get and maintain leverage

• How to know when you’re overleveraged and why that can be detrimental

• How to use the contracting process to mitigate risk and advance your program during negotiations

• Processes that expose shadow requirements and how to deal with them

• Exploring innovation – how to encourage innovation, how to avoid counterproductive innovation terms, and a framework for understanding whether innovation is appropriate for your deal

Business Relationship Management: Building Partnership Model to Position the SSO Closer to its Customers and to Enhance the Quality and Effectiveness of ServiceIn this dual-perspective session, global executives from Eli Lilly and Schneider Electric discuss the two sides to customer service – serving your internal and external customers. Global organizations experience many challenges, not the least of which is creating a global consistent methodology in customer engagement and service excellence. Essentially the question becomes how to be more customer facing as your service delivery model evolves, ensuring performance quality globally, within a more complex business context. In this session questions that will be addressed include:

Getting Started: How to Move from ‘Zero to One’ with a Global RPA InitiativeIn this session, you’ll hear about how early adopters went about RPA implementation. Topics covered will include:

• Initial investigation and formulating the business case

• Building the infrastructure pre-implementation and managing the change

• Developing a roadmap for implementation, including vendor selection and pilot

• Go live – celebration and lessons learned

Client-led case study hosted by:

P2P Transformation: How to Make it Easier and Measure Success (abstract in development)

As Molina Healthcare grew, so too did its need to invest in procurement and payments. In this session, hear about how a company that has grown from 3,000 to 20,000 employees in just five years has moved from a manual greenfields order placement team to an agile, scalable procure-to-pay organization. Topics covered will include: • Enhancing adoption

rates by making the system easier to use than not use

• Increasing automation to improve processing and allow employees to move to higher-level work with additional growth opportunities

Session 2: Map Your Course – What is Your Primary Path in Your GBS Journey and How Do You Make it Happen?Every company takes a different path to achieve GBS success. We will introduce several paths to success and focus the interactive break-out sessions on your identified priorities. The session will address disruptors and dimensions of GBS like global process ownership, talent management, commercial perspective for GBS and several other key topics of your choosing. We will discuss existing barriers and challenges introduced by GBS and the possible solutions offered through GBS.

Continued next page Continued next pageContinued next pageContinued next pageContinued next page


21



2:15 • Reduction of approval cycle times by 83%

• 73% increase in invoice volume with a 11% FTE reduction

Performance metrics and other analytics captured to measure and improve processes

Jeff Lubbe Corporate Finance Director University Hospitals

John Vujevich Financial Systems Project Analyst University Hospitals

Hosted by:

• Develop an ER team and turn ER shared services into a route for transformation

Cara Pawlisch AVP, Associate Relations, Human Resources Nationwide

• The difference between economics and financial and how to use that difference to advance your program

Ed Hansen Partner

McCarter & English

• What were the lessons learned and the key success factors towards building a Customer Service model?

• How do you move up the value chain?

• How do you sustain your quality to your global customers, regardless of what you’re delivering?

• What are the elements of culture that come into play?

Elizabeth O’Farrell CPO and Leader, Global Business Solutions Center, Eli Lilly

Phillip Woodburn VP, FiSS Global Services and Operations Schneider Electric

Getting Started: How to Move from ‘Zero to One’ with a Global RPA Initiativecontinued

• Measuring success by assessing scalability and agility, including a 300% volume increase with a negligible increase in headcount

Bryce Berg VP of Business Services Molina Healthcare

Hosted by:

Session 2: Map Your Course – What is Your Primary Path in Your GBS Journey and How Do You Make it Happen? continued

“It was very helpful to know that a

lot of entities are doing the same

and to know what comes next.”– Welch Allyn de

Mexico


22

3:00 How to Use Cloud Applications to Achieve Real-time Visibility with Shared ServicesWhen the Hyatt Hotels Corporation eliminated spreadsheets from their corporate monthly reconciliation process, they had taken the first step in their Modern Finance journey. Hyatt also realized that their accounting consolidation department outsources much of the month-end reconciliations to an offshore service provider and the legacy on-premise systems they used to monitor progress were limited and slow. Something had to be done. Hyatt evaluated multiple reconciliation automation providers and chose a cloud solution that automates most manual components of reconciliation management and enables real-time views into accounting tasks throughout the period and during the close. Inthis session, learn:

It’s All About the Automation – Evaluate the Pros and Cons of Automating Transactional Activities in an HRSSOHear how organizations have tapped into the world of automation to manage the costs of HR service delivery and improve employee satisfaction. Automated HR services help to eliminate redundant workflow, allowing HR personnel to be more strategic and provide access to data operational managers can utilize to make better decisions that grow revenue and reduce operational costs.

Hosted by:

Move from Transactional to Strategic in Your Vendor RelationshipsWhen your procurement function is highly transactional, it is inherently difficult to add strategic value. This is particularly true in a truly global specialty insurance organization like QBE. For QBE, centralizing global procurement functions has allowed tremendous visibility into key vendor relationships and has transformed the conversations that occur between vendor and client. You will hear how QBE:

• Put technology in place to facilitate global internal customers and vendors

Reimagine Your Organization Post-Stabilization to Define What’s NextWhile your shared services organization may never really be post-stabilization, after the initial growth phase comes a new level of maturity. At BD, that new maturity level sparked investigation into the issues and concerns of the new SSO and led to a reimagining of the organization. In this session, hear about initiatives in this new maturity, including:

• Realizing benefits beyond labor arbitrage to better define the ROI of shared services as cost savings lead to profitable reinvestment

• Breaking down the existing tower structure and realigning based on end-to-end thinking to improve visibility and service

Tales from an Early Adopter: Addressing Governance and Security Concerns Head On to Avoid Problems in the FutureWhile there has been a tremendous amount of discussion around RPA, far too little of the conversation has been focused on the governance and security issues inherent in automation. In this session, hear about how an early adopter of RPA has addressed security and governance concerns from the outset. Topics covered will include:

• Selecting pilot projects strategically to build the business case and socialize the idea behind RPA

• Understanding what questions you need to ask potential solution providers to ensure your governance and security concerns are addressed

Automated, Paperless P2P: Pipe Dream or Achievable Reality?While companies have had success with some level of paperless automation, many still struggle with going to a completely paperless system. During this session, you’ll hear about how one company has made its move toward this reality, including:

• Building support for paperless P2P with internal and external stakeholders to secure on-the-group support for the initiative

• Moving toward electronic POs and invoicing to build the foundation for an automated, paperless environment

• Developing processes for exceptions that streamline and correct for the future

Dennis R. Cooper V.P., Accounts Payable Department, Supply Chain Management PNC

Session 3: Conquer the Technology Terrain – How to Leverage and Improve your Technology Enablement?Technology is a critical component to GBS, but how does it really fit? Does GBS drive technology or does technology drive GBS? The interactive break-out sessions will include discussions on cloud and integration for GBS, robotics and advanced automation, the impacts of social and mobile on GBS and other technology topics based on your priorities. We will discuss technology landscapes and the challenges introduced by GBS along with possible solutions.



Continued next pageContinued next page Continued next pageContinued next page


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3:00 • How Hyatt freed its hotels to focus on customer service – instead of their books

• That user access controls streamline task execution and the auditing process

• What embedding systematic segregation of duties does for compliance

• The next steps on Hyatt’s Modern Finance journey and how they plan to integrate the principles of Continuous Accounting

Travis Curl General Ledger Analyst Hyatt Shared

Service CenterHosted by:

It’s All About the Automation – Evaluate the Pros and Cons of Automating Transactional Activities in an HRSSOcontinued

• Develop vendor tiers to assess criticality and manage the risk of the total relationship

• Use 180 years worth of data, spend analytics and broader vendor visibility to make decisions based on data rather than emotion

Anders Lillevik Global Head of Procurement Support Services, Global Procurement QBE North America

• Leveraging technology to create “virtual nearness” that allows increasing efficiency at hand-off points within end-to-end processes

Robert Bradford VP, Global Shared Services BD

• Assessing vulnerabilities at key robot-human touchpoints to maintain separation of duties and allow for audit

• Developing policies and procedures for ongoing monitoring for suspicious or risky variances

Theresa Zinzilieta CISSP, VP, Global Business Services American Express

Automated, Paperless P2P: Pipe Dream or Achievable Reality?continued

Session 3: Conquer the Technology Terrain – How to Leverage and Improve your Technology Enablement?continued

“Great sessions! Loved that it

was facilitated discussions rather than presentations.”

– TCG Consulting


24


3:45 Networking Break and Demo Drive in the SSOW Exhibit Hall

4:50 McLaren Winning Formula: Marginal Gains, Data Analytics and Employee Engagement

Marc spent ten years as a mechanic on the McLaren Formula One pit crew. Looking at every aspect of F1, he sets out the communication, teamwork, pressure and strategy inherent in a sport where millions are spent in search of vital marginal gains. In this inspirational session we will hear how the aggregation of marginal gains can make transformative ripples in the world of shared services as well.

Marc Priestley Former McClaren F1 Pit Crew

5:30 SSON Excellence Awards• Award #3: Excellence in Process Improvement • Award #4: Excellence in Innovation• Practitioner of the Year

Hosted by:

5:50 Taking Shared Services to GBS and Beyond – The Continued Journey to a Best in Class GBS Organization

The last two years have been filled with great change for the General Motors’ shared services organization. From a very siloed organization with Finance, HR and some outsourced operations, it has transitioned into a full service Global Business Services organization, albeit in the early stages of cost reduction. That said, the results have proven themselves, with the organization taking $750 million in work at the end of 2014, with more to come. In this session, Diana Tremblay, the driver of the GBS organization will discuss:

• GM’s tiered timeline for savings back into the business • Building a brand, nurturing the brand mentality and

integrating it into the business• The strategies in place to line up processes into one

end to end process• Challenges currently faced including migration

activity, “doing it right vs. doing it fast” and getting standardized when no standardization yet exists

Diana Tremblay VP, GBS General Motors

6:30 SSOW Exhibit Hall Reception

7:30 – Women in Shared Services Leadership Panel and Dinner

In the last several months, news and social media outlets have been flooded by demands for more equality in senior leadership roles in business. While women are more and more heading up some of the largest corporations in the U.S. there is still a ‘glass ceiling’ for many seeking the executive level. The shared services industry is one in which we see an exciting number of female executives, but the career path can still be fraught with roadblocks. At our first ever panel and dinner, hear from executives who have broken through the glass, and meet with others in your career stage. Empower yourself to get to the next level in your career!

Panelists: Diana Tremblay VP, GBS General Motors


9:15 LEADERSHIP PANEL AND

DINNER TICKETS SOLD SEPARATELY

FOR $99 (Attendees only)

“Very interesting

event. I had the opportunity to network a lot.”

– Tigre



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Main Conference Day Three Thursday, March 10, 2016

8:15 Registration Opens

8:45 SSON Opening Remarks

8:50 Chairman’s Recap Brad DeMent

Partner

ScottMadden

9:00 From Expense to Revenue – Make the Jump to a Revenue Generating Shared Services Organization

Lee Coulter CEO

Ascension Health Shared Services

9:40 North America Shared Services & Outsourcing Landscape Visual Analytics Navigation by DART

Integrating proprietary data from SSON’s 100K+ global membership and publically sourced data, SSON’s Global Analytics Centre Dart Institute has produced a visual analytics workbook of North American Shared Services & Outsourcing data. This session will interrogate the data live as you navigate the landscape of shared services & outsourcing in North America, with detailed findings on location, function, maturity, industry sector and city-level insights into graduate talent pools and average starting salaries across emerging and more saturated hotspots.

Barbara Hodge Editor

SSON

10:00 PANEL: Back to Basics – How Do We Really DO This Stuff?

We tried all this stuff and it’s not working. We’ve forgotten why

we’re doing x and y in the first place. How do you strip the business

back and rethink service delivery? Areas to discuss:• Strategic sourcing

• Vendor management

• Redefining the process

Graham Russell BPO Director

WPP

John Gregory Global Finance Lead, Global Business Services

Kellogg’s

Chris Piazza SVP, Enterprise Financial Services

Warner Bros. Entertainment

10:40 Networking Break


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11:50 Interactive Discussion Groups, Part II

12:50 Industry Vertical Networking Lunch and 5 minutes to Move to Functional Transformation Tracks

11:10 Leverage Typical Shared Service Competencies and Then Elevate to Ground Zero to Push Value for the Org – Shared Services 2.0

We all know how much effort goes in to conceptualize, build and operationalize a shared services, specially involving multiple functions within it. Once you have juiced the benefits of standardization, productivity, best practice sharing, analytics, synergies and related benefits…what’s next? Enter SSO 2.0! Everyone has a different context thus a different definition of 2.0. Reliance’s SSO decided to stay ahead by aggressive automation and leveraging the core functions / business domain knowledge to further digitalize. Hence to then start dismantling the overall structure of shared services to tap in to another reservoir and further unlock the hidden value and help take the business to the next level. Ahoy Shared services 2.0!

Piyush Gupta Sr. EVP, Business Transformation, Head Shared Services Reliance

Shared Services in the Federal Government: Getting the Lay of the LandSince its introduction iin the early 80’s – with the Office of Management & Budget mandate that all departments and agencies migrate their payroll operations to one of four certified payroll services providers – shared services in the Federal Government has evolved significantly. The e-Government initiatives established lead agencies for various mission-support operations, including human resources, financial management, grants management and geospatial operations.

The initiatives also established center provision of software applications-related services, including platforms for human capital management. During the Obama Administration, the focus has been on establishing shared services centers for financial management applications and building an expanded fra mework for human capital management.

In this session, we will discuss the nature of the Administration’s shared services work and the progress to date. We will also discuss plans for the remainder of the term and actions being taken to institutionalize the shared services delivery model within the Executive Branch.

David Mader Controller and Acting Deputy Director for Management The White House Office of Management and Budget (OMB)

Beth Angerman Executive Director, Unified Shared Services Management GSA

OR

Main Conference Day Three • Thursday, March 10, 2016 continued

FINANCE AND ACCOUNTING TRANSFORMATION

HR TRANSFORMATION

MULTI-FUNCTION TRANSFORMATION

GBS EVOLUTIONS ROOM Track Owner: Robert Cecil, Partner,

KPMG

P2P MASTER CLASSTrack Owner: Mike Rickard, Director,

Procurement and AP, Cox Media Group

1:50 How Ports America Certifies its Balance Sheet & Reconciliations in a Shared Services EnvironmentPorts America is the largest terminal operator and stevedore in the United States, operating in more than 42 ports with 80+ locations, and handling approximately one-half of the nation’s trade.

HR Shared Services as a Profit CenterThe positioning of HR Shared Services within the organization has several dependencies that may contribute positively or negatively to the overall perception among the internal clients.

Maintain Tight Governance and Controls within a Multifunctional OrganizationThe success or failure of shared services initiatives rests heavily on the governance model established at the onset and modified as the relationships mature.

Session 4: Reaching the Pinnacle – How Do You Measure Success and Advance Your Business?Most GBS executives do not have clear insight into how their function contributes to the organization’s overall business outcomes. Why is that?

Roadmap to Success in Procurement/Sourcing and AP UnificationWhile procurement/sourcing and AP have typically operated separately, more and more organizations have seen the benefits of establishing global process owners over the end-to-end cycle.

Concurrent Track Sessions Begin

Continued next page Continued next page Continued next page Continued next page Continued next page


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1:50 A primary goal of Ports America’s Shared Services is to standardize on a common set of processes across the record-to-report function, while increasing the efficiency of the finance team and reducing the risks within their close. Don’t miss this unique opportunity to hear from Bob VanDeVeire, Corporate Controller of Ports America as he discusses the challenges, benefits and lessons learned when collaborating, managing and certifying balance sheet reconciliations across the company’s financial close process. Join us for this educational best practice session focused on:• Understanding the challenges

of managing reconciliations in a diverse Shares Services environment

• Identifying common mistakes and how to eliminate them

• Highlighting best practices and lessons learned for solutions roll-out

• Reviewing the ROI of finance automation at Ports America

Bob VanDeVeire Corporate Controller Ports America

Hosted by:

Transforming your HRSSO to a business unit with direct accountability on your own P&L may not only shift the perception, but also will drive creativity in establishing new service lines that contribute positively to the overall employee engagement at workplace. In this session find out how to successfully:

• Introduce HRSS Service Charge in your organization

• Drive change through your service charge mechanism and customer centric mindset

• Develop HRSS value-add services

Ehsan Shammasi Head, HR Shared Services Al Tayer Group LLC

In this session, hear about how McCormick’s governance journey, from development of effective governance to adapting the governance structure as the mostly finance SSO grows to include HR and technical services. Topics discussed will include:• Developing an optimal

governance structure to accommodate diversity in function

• Establishing appropriate committees and deciding on membership to ensure all stakeholders are represented

• Ongoing measurement and evaluation of existing governance to adapt to current conditions

• Reevaluating governance practices effectively during an organizational change

Sharon Mirabelle VP, Shared Services, McCormick Shared Services (MSS) McCormick & Co. Inc.

Most GBS executives are missing a critical component in their measurement– actionable metrics on business outcomes that shed real light on the effectiveness of their global end-to-end processes. In this session, we will discuss how GBS executives should move from a services mentality to a solutions mentality by focusing on outcomes and analytics.

Hosted by:

At Warner Brothers, this was a key initiative that started in 2014: merge procurement and AP while maintaining appropriate segregation of duties. Restructuring the P2P organization and defining roles/responsibilities

• Developing a process improvement roadmap and gaining buy in, including developing meaningful P2P KPI’s

• Investigating and testing the end to end process to maintain appropriate segregation of duties

Dale Ridge Vice President EFS Global Procure to Pay Warner Brothers Bros.



“Excellent forum to exchange best

practices and lessons learned pertaining to

shared services.”– Dept. of Heath and

Human Services


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2:30 How GBS Turns the Page to a Next Era of Sourcing as the Cloud Rolls OnAs the HR cloud takes hold, new research shows that [specific?] finance organizations will follow suit, moving their platforms to the cloud as well. Further adoption of cloud technologies dramatically changes the sourcing discussion -- and platform decisions drive the operating model. Explore how this movement is impacting shared service organizations and what is needed to ensure care and feeding of continuous new features and process changes.

Client-led presentation, Hosted by:

Is Your Head in the Cloud? Lessons Learned from An Early Adopter 40% of HR organizations implementing a new Core HR system are choosing SaaS. Cloud-based solutions have the potential to provide an improved user experience, lower ongoing costs and greater strategic alignment with business and talent priorities. However, technology alone is not the key to success. In this session, you’ll hear lessons learned from a global leader in the semiconductor industry five years after implementing Workday and transforming the way HR delivers services to the business.

Shawn O’Connor Vice President Global HR Operations

Applied Materials

How to Optimize the Process in a Multifunctional Organization Both Intra and Inter-Functionally• Make sure product owners

identify appropriate processes to globally standardize

• Identify when the process should be centralized or just stay in-country

• How to best affect change with all the moving parts

Joyce Wells SVP, Strategy, Transformation & Execution Citigroup

Session 5: What’s Your Next Target?In this session, we will share other issues of today and how organizations with Global Business Services are finding answers and alternatives to these challenges. Participants should come prepared to share in the discussion of their experiences, solutions and lessons learned.

CASE STUDY: How to Pilot a Shared Services Organization with the Procurement FunctionThe University of Maine System is moving toward a “one university” approach to functions like procurement, HR and IT. In other words, they are developing a shared services center that serves the entire system of universities while allowing each campus to maintain distinctive cultures. In this session, hear about the transformation that has taken place at the University of Maine system as it pioneers the broader journey to shared services. Topics covered will include:

• Developing the business case for shared services to present for review

• Locating and acting on opportunities to technology transformation to facilitate the enterprise approach

• Managing the transformation from a people perspective, including staffing and change management concerns

• Working with a broader organization that has not yet centralized

Rudy Gabrielson Chief Procurement Officer University of Maine System

3:10 Top 10 Track Takeaways and Surveys



3:25 5 minutes to move to General Session

3:30 Shared Services Excellence Awards Winners – What Can You Learn from the Best of the Best?

4:10 End of Conference – See you at our 21st Annual (Yay We’re Legal!) Shared Services & Outsourcing Week

“It was an amazing conference and I took

away a number of ideas and links which I think will help me to drive the

business forward…!”– Mike Ward, Senior

Director, Finance, Global Shared Services, Cisco Systems


29

SSOW is Where You…Make Connections!We know that the connections you make at SSOW are invaluable and often last throughout your career. We pride ourselves at facilitating those connections each year and 2016 will be no different!

NETWORKING APP When we launched our networking app two years ago, we had no idea it would become a focal point of our event, allowing our attendees to send emails, schedule 1:1 meetings, make session notes and do instant polls! With our 20th Annual event promising to be bigger and better than ever before, so will our app capabilities. Stay tuned to the exciting updates on what you’ll be able to do through networking. The benefit of this networking opportunity is clear – and we’re excited to be offering this exclusively to our SS&O Week attendees.

GENERAL SESSION ROUNDTABLES In 2015 we introduced our general session roundtables to ensure that no topic or industry was left behind and our attendees were assured extra opportunities to meet like-minded peers. These proved to be a huge success, so why fix what isn’t broken? Getting out of a traditional conference and into a more intimate setting is not only a great way to get in-depth on a particular area, but perhaps more importantly, is a great way to meet a select group of people with interests that match your own. Whether those interests are based on a certain topic, or by your industry vertical, our roundtable series will ensure you get face time with people like you. And by immersing these roundtables in our general session, you know that the people you are looking to meet will be there, right in the middle of the event.

MATURITY CURVE FOCUS GROUPSWhile we’ve prided ourselves on enabling our attendees to meet their true peers amongst our gamut of executives from same function through a variety of program initiatives, you told us that one thing you’d like to see is specific content based around the maturity level of SSOs. Ask no more! We’ve developed our Maturity Curve Focus Groups to delve further into the trends and challenges executives are facing when their organizations are in a particular state of evolution. We’ve split our groups into Emerging, Maturing, Standardizing and Evolving with topics including managing Master Data, Developing a Roadmap for Business Intelligence, and Leveraging Relationships During an M&A.

EXHIBIT HALL EVENTS: DEMO DRIVES, RAFFLES AND SPEED NETWORKING Our Exhibition Hall is the heart of the networking opportunities at Shared Services & Outsourcing Week. SSON works with a select number of world-leading Consultancies, BPO Advisory and Solution-Providers, RDAs, as well as up and- coming technology partners who are at the front of innovation. Rather than shying away from them, we encourage our attendees to take advantage of their knowledge and insight into what other enterprise corporations are doing now. We host demo drives and speed networking regularly throughout the day, and will announce the raffle winners throughout days two and three.

SSOW RECEPTIONS Our Exhibition Hall is the heart of the networking opportunities at Shared Services & Outsourcing Week. SSON works with a select number of world-leading Consultancies, BPO Advisory and Solution-Providers, RDAs, as well as up and- coming technology partners who are at the front of innovation. Rather than shying away from them, we encourage our attendees to take advantage of their knowledge and insight into what other enterprise corporations are doing now. We host demo drives and speed networking regularly throughout the day, and will announce the raffle winners throughout days two and three.

NEW FOR 2016!BACK BY POPULAR

DEMAND!

“The SSON Conference was magical

on many levels. I found the discussions and information engaging – loved the keynote

addresses, and really feel that the organizers did a spectacular job. This is a conference with energy,

information, and beneficial intellectual exchange.”

- Mark Seethaler, CPA, Global Payments Manager, LDS

Church | Treasury Services

The very first Shared Services event took place on July 1997 at the Swissotel in

Boston

30 delegates attended, many of which doubled as

speakers

SSOW records were stored on

floppy disks! Actual disk

shown above

75% New Speaker Faculty

We’re committed to bringing you exciting

new voices so you aren’t hearing the same story year on year. For 2016

we have one of the most exciting speaker faculties ever with executives from General Motors, MetLife,

Pfizer, Parker Hannifin and Molina Healthcare,

just to name a few!

Maturity Curve Focus Groups

The last frontier in peer to peer networking at SS&O Week. These

tracks – Emerging, Maturing, Standardizing and Evolving,

will help you meet executives whose SSCs are at a similar level of maturity to yours, so you can accurately benchmark against

true peers.

P2P and RPA Deep Dives

Two of the hottest areas in shared services today are getting their

due. These deep dives will cover what’s working today in P2P and

RPA and how they are moving forward thanks to improvements

in the technology and internal process control.

GBS Evolutions RoomFor the last 3 years, this has

been the place to be if you’ve had over 5 years experience in

strategic Shared Services roles, have operated in multiple regions

and function and head an SSO with revenues of over $10million

USD. You most likely need very specific networking and

learning opportunities in order to benchmark against and meet

those who are in a similar position as you and that’s why we are once again hosting the GBS Evolutions Track, a closed-door practitioner-

only stream dedicated to Global Business Services leaders

who require discretion in their conversations.

SSO Pro Training DaySSON’s SSO Pro Program

includes a rich body of knowledge focused on key competencies

essential for professionals leading Shared Services processes and

organizations. The workshop will include three of the core

competencies and is concentrated on their direct application to the

Shared Services environment, emphasizing how to identify gaps

and opportunities in customer satisfaction and process quality

and enable participants with project management skills to

implement projects to close the gaps and enrich business results.

Commitment to No On-Stage Sales Pitches

Last year, we broke the mold by making a commitment to an elevated program by saying no to the on-stage sales pitch. It

elevated our program to heights never before seen and we’re still

hearing the positive reaction from our audience. This initiative

continues and our audience will be treated to a 100% practitioner-led

speaker faculty during the main conference.

Find Your Next Shared Services

LocationGet a sense of where you want your next

SSC to be by meeting more regional and

economic development agencies than at any

other shared services event in the world.

SS&O Week is the largest event in the

world for shared services, outsourcing,

transformation and GBS professionals.

Everyone else is going to be there.

Shouldn’t you?

The event had 12 sessions over 2

days and came with an audio cassette tape per session!

The very first Shared Services brochure

20th Anniversary

Extravaganza!It’s hard to believe it’s

been 20 years since the first SS&O Week and

this year we celebrate! From special panels

looking back on the last 20 years and ahead to the next 20, to special receptions reveling in

the industry’s success, it will be *the* place to be

in 2016!

Pre-Show & Onsite Peer to

Peer NetworkingOur Networking App

continues to be a huge success! Search for

attendees by Name, Job Title or Company and send them an AppMail

before or during the show – or you can simply scan each other’s unique

barcode to exchange contact details onsite.

Women in Shared Services

Leadership Dinner

Three incredible women leaders speak about

their experiences climbing the ladder in major organizations

within the shared services/GBS umbrella. Get inspired and ready

to move forward in your own SSO career!

TWO Big Idea Keynotes!

We know you come to SSOW for the unparalleled content, but we also know you don’t just want to hear from SSO stalwarts – you want BIG IDEAS from outside-

the-box speakers. We’re doubling down for 2016 on not just one, but two pioneering keynotes who will introduce you to ideas you might

never have thought applied to your organization!

A Global Perspective

With the number of organizations attending

our events from global multinationals, it’s important to get

perspectives from global SSOs. Hear stories

from PepsiCo, Johnson & Johnson, Facebook,

Warner Bros. and more!

Site ToursWhat is the best way to get ideas for your own shared services operation?

See someone else’s! Each year we pride ourselves on offering a personal tour of nearby shared service centers for some of the leading companies in the world. This year we have FOUR

site tours and two BRAND NEW tours to PwC and Bristol-Myers Squibb!

Discover the Latest Technology Tools

With 2/3 of our audience looking for new technologies to streamline their

processes automate their systems, incorporate analytics initiatives and

more, our exhibit hall is your one-stop shopping for your next partner!

SSOW - 20 Years of Excellence…

THEN

NOW

With More to Come for 2016!

1 2 3 4 5 6 7 8 9 1011

1213

14 15 1617

18 19 20


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Networking Refreshments

Signage

Sponsorship Opportunities Are Limitless At The

Contact Chris Ritchie to find out more about each package: 212-885-2799 • [email protected]

FLAGSHIP SS&O WEEK

Thought LeadershipThought Leadership

Domination

Networking20th Anniversary Themed Welcome

Reception

BrandingMobile

Networking App

Brain Weave Session

Private Lunch

Lanyards

Exhibition Space

Golf Outing

Luncheon

Book Signing

Raffles

Awards Ceremony

Bags

Water Bottles

Coffee Cups

Hotel Room Key

Card

Mobile App Skin

Entertainers

Interactive Discussion

Groups

Welcome Reception

MasterclassMorning

& AfternoonNetworking

Breaks

Information Desk

Feasibility Clinic

Private Dinner Pens

Sponsored Client

Testimonial

Exhibition Stand

Onsite Polling

Pre- or Post-Show Workshop

Leader

Demonstration Session in the

Technology Cube

Onsite Show

Newsletter

Thought LeadershipDomination

Evening Reception

Big Idea Speaker

Surgery

mailto:enquiry%40iqpc.com?subject=


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SSOW Is Where You… Find Your Next PartnerWant Advice on New Technology and Services that Can Bring Your SSO to the Next Level of Success?Get to know our sponsors – look for them on the SSOW Networking App and request more information from them directly pre-show so that your conversations onsite can be more meaningful.

2016 Sponsors

Website: www.alsbridge.comAlsbridge provides world-class benchmarking, shared services and outsourcing consulting for the CIO, CFO and CPO. Alsbridge clients utilize the most cost-effective and value-add sources globally for IT infrastructure services, hardware and maintenance, network services, software, application support and development, business processes and cloud services. Our commitment to delivering value to clients has made Alsbridge a distinguished member of the Inc. 500 fastest growing privately held companies in America.

Website: www.apexanalytix.comAPEX Analytix serves global shared services with recovery audit services and technology solutions that prevent, detect, and rapidly recovery overpayments; support compliance, mitigate risk, and provide insight into accounts payable, purchasing and the procure to pay process. The company has over 40 software installations - more than any provider of A/P recovery audit services and prevention software. The software has prevented more than $1 billion in overpayments. APEX Analytix serves more than 30 of the Fortune 100 and has 110 active software and service clients.

Website: www.ariba.comSAP Ariba is the world’s business commerce network— combining industry-leading cloud-based applications with the world’s largest web-based trading community to help companies discover and collaborate with a global network of partners. Businesses of all sizes use the Ariba® Network to buy, sell and manage their cash more efficiently and effectively than ever before.

Website: www.AutomationAnywhere.comAt Automation Anywhere, we believe that people who have time to create, think, and discover build great companies. That’s why we’ve dedicated the last decade to driving the adoption of robotic process automation technology in leading Banking, Financial Services, Insurance, BPO, Technology, and Healthcare companies‹to name a few‹across more than 90 countries. Our intelligent process robots transform the way businesses operate, delivering complex business and IT work across a range of processes including procure-to-pay, quote-to-cash, HR administration, claims processing, and thousands of other front and back office processes.

Website: www.basware.comBasware is the global leader in providing purchase-to-pay and e-invoicing solutions in the world of commerce. We empower companies to unlock value across their financial operations by simplifying and streamlining key financial processes. Our Basware Commerce Network, the largest open business network in the world, connects 1 million companies across 100 countries and enables easy collaboration between buyers and suppliers of all sizes. Through this network, leading companies around the world achieve new levels of spend control, efficiency and closer relations with their suppliers. With Basware, businesses can introduce completely new ways of buying and selling to achieve significant cost savings and boost their cash flow.


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Website: www.blackline.comNinety percent of Fortune 1,000 companies still close their books manually using Excel. The BlackLine Financial Close Software Suite automates the entire financial close process to help improve controls for accounting and compliance staff in mid-size to large companies. Delivered via a SaaS/OnDemand platform, BlackLine complements GRC and ERP systems, eliminating Excel from what has been a laborious, error-prone, manual process.

Website: www.blueprism.comBlue Prism is the pioneer of Robotic Process Automation Software for the Enterprise - enabling business operations to be agile and cost effective through rapid automation of manual, rules based administrative processes, executing transactions autonomously within a highly secure, scalable and centrally managed “Virtual Workforce” of Software Robots. The technology and methodologies have been developed over many years with numerous large scale and complex deployments in highly regulated industries including major Banks, Telco’s, Utilities, Healthcare and Service Providers With offices in Manchester, London, Miami and Chicago, Blue Prism was formed by a group of process automation experts in 2001.

Website: www.capgemini.comWith 180,000 people in over 40 countries, Capgemini is one of the world’s foremost providers of consulting, technology and outsourcing services. The Group reported 2014 global revenues of EUR 10.573 billion. Together with its clients, Capgemini creates and delivers business, technology and digital solutions that fit their needs, enabling them to achieve innovation and competitiveness. A deeply multicultural organization, Capgemini has developed its own way of working, the Collaborative Business ExperienceTM, and draws on Rightshore®, its worldwide delivery model.

Website: www.cebglobal.comCEB is a best practice insight and technology company. We have a unique view into what matters—and what works—when driving corporate performance. With more than 30 years of experience working with top companies to share, analyze, and apply proven practices, we deliver innovative solutions that help you unlock your full potential. Every year we equip over 20,000 senior leaders from more than 10,000 organizations across 110 countries with the intelligence they need to respond quickly to evolving business conditions. In doing so we help them more effectively manage their talent, customers and operations to exceed business objectives. CEB stock trades on the New York Stock Exchange (NYSE: CEB).

Website: www.ChazeyPartnersInc.comChazey Partners Inc. is a practitioners-led global management advisory business. We bring together a unique wealth of experience, empowering our clients to strive for world class excellence through Business Transformation, Shared Services & Outsourcing, Technology Enablement, Process Enhancement and Corporate Strategy Optimization. We pride ourselves in having built, operated and turned around some of the world’s most highly commended and ground breaking Shared Services Organizations, and for implementing many highly successful multi-sourced delivery solutions.

Website: www.chessys.comChesapeake System Solutions is a leading provider of integrated financial and treasury management software solutions utilized by today’s forward thinking financial professionals. Chesapeake’s solutions automate financial governance, risk management, and compliance functions, allowing for increased productivity, lower costs, and documented regulatory compliance. For more information, visit www.chessys.com or call 410-356-6805.

Website: www.chromeriver.comChrome River provides expense reporting and supplier invoice automation that uniquely combines the latest available internet technologies with a team of industry-leading implementation and support experts. Immediate payback is realized with no hardware, software, or long-term commitment. This unique service is configurable to meet the needs of organizations worldwide with complex expense management policies and collaborative approval processes and quickly solves the many issues of expense and invoice intake, compliance, routing, approvals and financial system integration. Additional information about Chrome River and its solutions can be obtained by phone at 1.888.781.0088 or by visiting the company website at www.chromeriver.com.

Website: www.cognizant.com/business-process-servicesCognizant is one of the largest providers of consulting, information technology and business process services. Our passion is helping clients worldwide build stronger businesses and maximize their competitive performance through innovative technologies and processes. Cognizant BPS (Business Process Services) is a leader in industry aligned processes that help companies run better through

operational efficiencies, automation, and streamlined processes, and also helps companies run different through enhanced customer experience, analytics, business digitization and operational transformation.

Website: www.cinde.org/Cinde is a private, non-profit, non-political organization, responsible for the attraction of Foreign Direct Investment (FDI) into Costa Rica. Founded in 1982, and declared of public interest in 1984, due to its role in the development of Costa Rica, CINDE has attracted 250 high-tech multinational companies that have found Costa Rica to be a true ally in doing business. CINDE not only attracts investment companies, but it supports them during their establishment, and works with various government institutions in order to create jobs and opportunities for Costa Ricans.It provides services in four key area: assistance in site selection, meeting the investor’s needs, networking and specialized support.

Website: www.concur.comConcur imagines the way the world should work, offering cloud-based services that make it simple to manage travel and expenses. By connecting data, applications and people, Concur delivers an effortless experience and total transparency into spending wherever and whenever it happens, so businesses can focus on what matters most.

Website: www.coupa.comCoupa Software enables businesses everywhere to recognize bottom-line financial success via Savings-as-a-Service. More than 500 customers doing business in over 100 countries use Coupa to support business agility and reduce costs. Only Coupa provides an organic suite of true cloud applications including accounts payable, procurement, expense management, sourcing and inventory, allowing customers to realize a return on investment that starts within a few months and grows continually.

Website: www.datadimensions.comData Dimensions helps clients better manage business processes and workflows by bridging the gap of automation, technology, and physical capabilities. As an innovative leader in information management and business process automation, we provide a range of outsourcing and professional services including mailroom management, document conversion, data capture, records storage and electronic retrieval services.

2016 Sponsors continued


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Data Dimensions is a portfolio company of HealthEdge Investment Partners, LLC. HealthEdge is an operating-oriented private equity fund founded in 2005. The HealthEdge team has over 100 years of combined operating experience as operators and investors.

Website: www.dataserv.usDataServ is a global SaaS provider of document and process workflow automation for the financial operations and human resources functions. A cloud computing pioneer of FinTech solutions for Purchase to Pay (P2P) and Quote to Cash (Q2C), DataServ’s Open E-Invoicing is utilized by companies in 48 different countries.

Website: www.directcommerce.comDirect Commerce (DCI) offers Procure-to-Pay product solutions that include electronic invoicing, remittance and payment, imaging, discount management, dispute resolution, workflow and more over a secured webhosted Supplier Portal that is customizable and delivers bottom-line cost reduction results. Focused on delivering the perfect solution for your needs, Direct Commerce is renowned for its efficient implementation and premier customer service. The Company’s superior product functionality, rapid Go Live process, and friendly post-sales support make Direct Commerce the first choice for Fortune 1000 clients worldwide. Founded in 2000 and a leader in the accounts payable automation and procure-to-pay solutions, Direct Commerce supports thousands of suppliers submitting hundreds of thousands of electronic invoices adding up to billions of dollars per year in transaction volume. Direct Commerce’s mission is to transform the delivery and management of inter-business financial transactions from a predominantly paper-based process to a fully electronic interchange.

Website: www.finhealth.comfinHealth’s primary mission is to “Simplify & Control Healthcare Costs” for large self-insured plans and their employees. Through our web-based platform finHealth Navigator, we deliver powerful data analytics to reduce healthcare costs and promote healthy outcomes for your associates. Savings of 2-4% of annual healthcare spend are achievable through a combination of industry best practices, bench marking, cost transparency, and proprietary algorithms that flag billing errors not currently being captured by your third-party administrator. To guarantee results, we offer a no-cost “proof of concept” making your healthcare data available to you for a 30 day evaluation.

Website: www.financialcontrol.fiserv.comFor more than 30 years, Fiserv, Inc. (NASDAQ: FISV) has been a leader in financial services technology, and today is among FORTUNE® magazine’s World’s Most Admired Companies and Forbes magazine’s America’s Best Employers. At the IQPC SSON event we will be showcasing our Frontier™ Reconciliation solution for financial shared services. The solution provides complete balance sheet reconciliation automation that can enable operational efficiency gains of up to 80% and cut the risk of errors resulting in financial loss in half.

Website: www.hanseorga-group.com/en/hanseorgaHanse Orga Group is a leading one-stop shop for financial software and consulting within and outside of SAP. The Group comprises the subsidiaries Hanse Orga, cogon and SymQ and delivers added value to over 1,000 customers worldwide. Hanse Orga offers specialized SAP-integrated software for optimizing cash application, payments, treasury, cash & liquidity management and electronic bank account management. ERP-independent solutions are provided by cogon which was incorporated into Hanse Orga Group in 2012. In the same year, the Group founded the SAP treasury consultancy SymQ that helps companies unlock the hidden potentials of their standard SAP applications.

Website: www.htcglobalservices.comHTC Global Services Inc. a leading ITO & BPO service provider, headquartered at Troy, MI. HTC works with a number of Large, Medium and Small enterprises to help them streamline their business processes and achieve operational efficiency.HTC BPO offers wide range of shared services such as Finance & Accounting, Statutory & Internal Reporting, Trade Regulation Compliance, Helpdesk Services and Mailbox management services. These services are delivered from within US or from the delivery centers located in India, Malaysia & Singapore.

Website: www.infosys.comInfosys is a global leader in consulting, technology, outsourcing and next-generation services. We enable clients, in more than 50 countries, to stay a step ahead of emerging business trends and outperform the competition. We help them transform and thrive in a changing world by co-creating breakthrough solutions that combine strategic insights and execution excellence.Infosys BPO (www.infosysbpo.com), the business process outsourcing subsidiary of Infosys focuses on integrated end-to-end

outsourcing and delivers transformational benefits to its clients through reduced costs, ongoing productivity improvements, and process reengineering. EdgeVerve Systems (www.edgeverve.com), a wholly-owned subsidiary of Infosys, develops innovative software products and offers them on premise or as cloud-hosted business platforms.

Website: www.isg-one.comInformation Services Group (ISG) (NASDAQ: III) is a leading technology insights, market intelligence and advisory services company, serving more than 500 clients around the world to help them achieve operational excellence. ISG supports private and public sector organizations to transform and optimize their operational environments through research, benchmarking, consulting and managed services, with a focus on information technology, business process transformation, program management services and enterprise resource planning. Clients look to ISG for unique insights and innovative solutions for leveraging technology, the deepest data source in the industry, and more than five decades of experience and global leadership in information and advisory services. Based in Stamford, Conn., the company has more than 900 employees and operates in 21 countries.

Website: www.jpdfinancial.comFor over 25 years JPD Financial has been working on behalf of our customers to research and uncover money that would otherwise be lost in today’s automated systems and written off due to accounting error. We provide both Supplier Credit Recovery and computer based AP auditing which maximizes the potential recoveries for our customers. In addition to this we also give detailed analysis and ongoing process improvement recommendations to help you reduce future errors.Our unique Supplier Credit Recovery service means that we increase the money we find for you by working with your suppliers to research credits, overpayments and misapplied or duplicate payments that appear on their receivable records; but may not appear in your payables system or on the standard statements your company receives. Hence we find money that would not be picked up by traditional AP audit companies, resulting in a greater amount of money going to the bottom-line.

Website: www.kpmg.comKPMG works with leading organizations to create and protect the sustainable value of their business. Working from 156 countries, our global network of member firms helps clients make better decisions, reduce costs, increase cash flow, build more effective organizations



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and develop appropriate technology strategies for the long term. Combining wide-ranging management consulting capabilities across industries and functions with deep knowledge and experience in audit, risk, regulatory issues, tax and mergers/acquisitions, we help clients seize competitive advantage while creating and protecting the sustainable value of their business. For more information, please visit us at www.kpmg.com.

Website: www.lexmark.comKofax, Perceptive Software and ReadSoft have come together under one Lexmark brand to offer a level of financial process automation no other organization can match. It’s a powerful combination of capture, content, process and search technology that connects your core systems with all the documents, processes and supporting information that you couldn’t track before. You gain near real-time visibility into the status of your organization’s finance and accounting operations as you automate accounts payable, procure to pay, order to cash and every process in between.

Website: www.prgx.comHeadquartered in Atlanta, GA and publicly traded on NASDAQ (PRGX), PRGX Thrives in the Data. As a result, we recover more than $1 billion in overpayments for our clients each year. Creators of the recovery audit industry more than 40 years ago, we continue to innovate, also providing Contract Compliance, Spend Analytics, and Vendor Services that improve clients’ financial performance and help clients manage risk. Our global team serves clients in more than 30 countries, including over 75 percent of the world’s top 20 retailers.

Website: www.prohance.netProHance is a comprehensive cloud-based enterprise workforce analytics solution that optimizes workforce performance and processes. ProHance’s robust, intelligent analytics engine combined with its process automation capabilities drive measurable business outcomes, improve decision making, enable continuous improvement and boost employee engagement. ProHance is used by leading Shared Services, BPO, KPO, IT Services organizations across the globe.

Website: www.promapp.comPromapp’s cloud-based business process management (BPM) software makes it easy to create, navigate, share, and change business processes, enabling quality assurance, risk management, and business continuity. Providing an intuitive online process mapping tool, a cloud-based process repository, and a comprehensive process improvement toolset, Promapp’s

proprietary software supports the development of smarter and safer ways to work, while encouraging sharing of information by operational teams rather than limiting it to process analysts and technical specialists.

Website: www.psc.govThe Program Support Center (PSC) is a Federal Shared Services Provider within the Department of Health and Human Services offering services in four key markets within the government: administrative operations, financial management and procurement, federal occupational health, and real estate and logistics. PSC helps our customers meet their most pressing needs so they can focus on their core missions.

Website: www.us.pwc.comImagine the power of 180,000 people with a common purpose — building relationships that create value for you and your business. This is PwC. Every day, our people work with you to build the value you are looking for.

Website: www.qmissystems.comQMiS Systems is a technology and process outsource global company created to provide its clients with back office support, processes and software development. QMiS Systems solutions provide organizations with the management of the necessary staff, resources and project management tools to achieve set goals. In a global business environment, more organizations are opting to use offshore resources in supporting roles rather than a center of gravity in operating solutions because of the additional value, potential for cost reductions, and a shortage of affordable labor.

Website: www.Redwood.com/RoboCloseMore than 3,000 customers worldwide already trust Redwood’s next generation smart robots to automate their IT and business processes and eliminate unnecessary stress and manual effort. Our robots understand your processes and remove the costs, risks and wasted time of manual tasks and deliver greater reliability, consistency and accuracy across diverse processes, such financial close, order-to-cash, supply chain, meter-to-cash and business intelligence (BI). Redwood is the only strategic process automation partner for SAP®.

Website: www.Runbook.comRunbook delivers top-of-the-line financial solutions for companies running SAP. We give the world’s largest corporations the tools they need to create and maintain successful Shared Service Centers. With the Runbook One™ Enhanced Financial Controls and Automation Platform, your company gains a solution that automates, harmonizes, and integrates the full record-to-report process across the globe.

Website: www.scan-one.comScan One is the only capture and workflow company that truly specializes in the Invoice to payment (I2P) portion of the Accounts Payable cycle. mail room, scanning and data capture services along with our online approvals and coding workflow quickly turns your process into a completely paperless world that saves you money from Day One. Our very unique Business Process Engine (BPE) was designed to make workflow work - our workflow, your workflow, or even their workflow. No hardware, no software, no IT, no capital investment - immediate savings.

Website: www.scottmadden.comScottMadden has been a pioneer in corporate and shared services since the practice began decades ago. Our Corporate & Shared Services practice has completed more than 1,100 projects since the early 90s, including hundreds of large, multi-year implementations. Our clients span a variety of industries from entertainment to energy to high tech. Examples of our projects include business case development, shared services design, and shared services build support and implementation.

Website: www.servicenow.comServiceNow is changing the way people work. With a service-orientation toward the activities, tasks and processes that make up day-to-day work life, we help the modern enterprise operate faster and be more scalable than ever before. ServiceNow provides service management for every department in the enterprise including IT, human resources, facilities, field service and more. We deliver a ‘lights-out, light-speed’ experience through our enterprise cloud – built to manage everything as a service.



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Website: www.mdec.myThe Multimedia Development Corporation (MDeC) was incorporated in 1996 to strategically advise the Malaysian Government on legislation, policies and standards for ICT and multimedia operations as well as to oversee the development of the Malaysian Multimedia Super Corridor (now MSC Malaysia). MSC Malaysia became the platform to nurture the growth of Malaysian companies in the IT industry whilst attracting participation from global ICT companies to invest and develop cutting-edge digital and creative solutions in Malaysia.

Website: www.trintech.comTrintech provides Cloud-based financial software solutions for the Record-to-Report process. Over 900 clients worldwide – including half of the Fortune 50 and the FTSE 100 – rely on our software to reduce costs, manage risk, increase efficiency and monitor activities across the entire office of finance. Trintech’s Cadency® automates and manages all aspects of the financial close – including balance sheet reconciliation, journal entries, close tasks, governance, compliance, and financial reporting. ReconNET™ streamlines operational reconciliations such as bank and credit card transactions. Trintech has offices in the USA, UK, Australia, Netherlands, France, Ireland, and partners in South Africa, Latin America and Asia.

Website: www.tungsten-network.com/usBuyer organizations that join Tungsten Network, the world’s largest compliant electronic invoice network, can reduce their invoice-processing costs. Tungsten helps buying organizations profit by applying real-time spend analytics to its vast repository of line-level invoice data; improve their compliance; and manage their suppliers with its disruptive procurement tools. Tungsten serves 56% of the Fortune 500 and 67% of the FTSE 100 by connecting the world’s largest companies and government agencies to their thousands of suppliers around the globe.

Website: www.smartservices.uy/The growing service export trend shows that Uruguay has characteristics which differentiates it from and which places it in an advantageous position with regard to its competitors. Uruguay Smart Services provides investment promotion in the global services area, and within the main advantages, making emphasis on the availability of qualified human resources, the legal framework and tax incentives, an adequate technological infrastructure, political and socioeconomic stability, appropriate business atmosphere and competitive costs, among others. Uruguay is a country with maturity within the industry produced by the constant establishment of large international companies which offer services from Uruguay to the world. Tata Consultancy Services, Sabre Holdings, Globant, APAC Costumer Services, Tenaris, Mercado Libre, Louis Dreyfus, The Smart Cube and BASF, among others, already offer services from Uruguay to the world. Uruguay XXI is the country’s investment and export promotion agency. Among other functions, Uruguay XXI provides no cost support to foreign investors, and specially provides support on service areas thru Uruguay Smart Services. If you need any information regarding Uruguay browse www.smartservices.uy or contact us: [email protected]

Website: www.usvieda.orgEDC provides a comprehensive series of attractive tax incentives to encourage companies to operate in the Virgin Islands. Some of the tax benefits offered to qualified businesses include 90% reduction in corporate income tax, 90% reduction in personal income tax, reduction in the customs duty to 1%, 100% exemption from excise tax, 100% exemption from property taxes and the gross receipts tax.Enjoy the advantages of being on an English speaking island offering benefits associated with the United States such as currency, laws and banking. There are also excellent schools, hospitals, high speed broad-band, and many daily direct flights to key cities in North America.

Website: www.wns.comWNS is a leading global Business Process Management (BPM) company. WNS offers business value to 200+ global clients by combining operational excellence with deep domain expertise in key industry verticals, including Banking & Financial Services, Insurance, Travel & Leisure, Manufacturing, Retail & Consumer Packaged Goods, Telecommunications, Media & Entertainment, Shipping & Logistics, Healthcare and Utilities. WNS delivers an entire spectrum of BPM services such as finance & accounting, customer care, technology solutions, research & analytics, procurement & sourcing, professional services, human resource outsourcing solutions and industry-specific back-office and front-office processes. With a strong track record of delivering business value to over 200 clients and across 600 processes, WNS is a trusted partner for clients across industries. We drive profitability and growth into our clients’ businesses with an efficient interplay of Technology, Analytics and Process Solutions.

Website: www.zonamerica.comZonamerica is a Business & Technology Park operating under a Free Zone regime, which delivers a one-stop solution, based on world-class infrastructure and robust IT services. Zonamerica provides scalability, flexibility and redundancy to its tenants, in a campus-like environment with amenities and caring services for their workforce, enabling growth for both companies and people.Our award-winning operation in Uruguay has become an attractive business platform for international companies looking to set up operations in Latin America. Currently, our project in Colombia, will expand that value proposition, offering new near shoring opportunities, scalability for larger operations, and providing significant savings.



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Please note:• All ‘Early Bird’ discounts require payment at time of

registration and before the cut-off date in order to receive any discount.

• Any discounts offered (including team discounts) must also require payment at the time of registration.

• All discount offers cannot be combined with any other offer.

*Please note a qualified retailer is not: Any service provider to retail organizations - Including software vendors, internet developers, technology vendors, solution providers, third party logistics providers, consultants or companies with primary revenues resulting from commissions, subscriptions and/or advertising. IQPC reserves the right to enforce the rate for non-retailers.

All access pass includes conference + all workshops. Please note multiple discounts cannot be combined.

MAKE CHECKS PAYA BLE IN U.S. DOLLARS TO: IQPCCT residents or people employed in the state of CT must add 6.35% sales tax.

Payment not made at the time of registration will be subject to a $99 service charge

Team Discounts: For information on team discounts, please contact IQPC Customer Service at 1-800-882-8684. Only one discount may be applied per registrant.

Special Discounts Available: A limited number of discounts are available for the non-profit sector, government organizations and academia. For more information, please contact customer service at 1-800-882-8684.

Details for making payment via EFT or wire transfer:JPMorgan Chase - Penton Learning Systems LLC dba IQPC: 937-332641 ABA/Routing #: 021000021

Reference: Please include the name of the attendee(s) and the event number 10351.010

Payment Policy: Payment is due in full at the time of registration and includes lunches and refreshment. Your registration will not be confirmed until payment is received and may be subject to cancellation.

For IQPC’s Cancellation, Postponement and Substitution Policy, please visit www.iqpc.com/cancellation

Special Dietary Needs: If you have a dietary restriction, please contact Customer Service at 1-800-882-8684 to discuss your specific needs.

©2015 IQPC. All Rights Reserved. The format, design, content and arrangement of this brochure constitute a trademark of IQPC. Unauthorized reproduction will be actionable under the Lanham Act and common law principles.

END USERS / PRACTITIONERS Early Bird: Register by February 12, 2016

Standard Pricing

All Access (Main Conference + 2 Workshops and 1 Site Tour) Save US$200 US$3499 US$3699

Premium (Main Conference + 2 Workshops) Save US$300 US$2999 US$3299

Combo (Main Conference + 1 Workshop) Save US$200 US$2799 US$2999

Main Conference Save US$200 US$2499 US$2699

A LA CARTE & EXPERIENCE ADD-ONS Standard Pricing

Training Day US$799

Women in Shared Services Leadership Panel and Dinner US$99

Workshops US$499 each

Site Tours (Bristol Myers Squibb GBS Center, PwC Multi-Functional Center, Coca Cola HR Center, Coca Cola Finance Center)

US$699 per tour

Audio Recorded Sessions (Non-Attendee) $1,399

Audio Recorded Sessions (2016 Attendee) $399

TEAM DISCOUNTS Standard Pricing

3 people 10% discount

5 people 15% discount

10+ people 20% discount

VENDORS Standard Pricing

Main Conference US$4999

Pricing & DiscountsOmni Orlando Resort1500 Masters Blvd, ChampionsGate, Florida 33896, United States

www.omnihotels.com/FindAHotel/OrlandoChampionsgate.aspx

Phone: (407) 390-6664

Fax: (407) 390-6600

Venue and Accommodation

AccommodationSurrounded by 36 holes of championship Orlando golf, the Leadbetter Golf Academy World Headquarters and 15 acres of recreation, this four-diamond resort is one of the nation’s premier golf, meeting and leisure retreats.

Our Orlando resort accommodations, including 720 guest rooms and suites, as well as two- and three-bedroom villas are equipped with every modern convenience and a host of luxury amenities. In addition to walk-out golf, guests may choose to relax in our signature Mokara spa, dine in one of our five restaurants or enjoy 15 acres of pools and recreation activities including the 850-foot lazy river.

Group Rate: $252 plus 14% tax per night (resort fee has been waived for SSON attendees booking within the block*)Please identify you are part of the SSON – Shared Services group to ensure the special rate. Note that you are eligible for this rate three day prior and three days post the event based on availability. Please make your reservation before February 15, 2016 in order to ensure you are eligible for the group rate.

Reservations Phone: 800-THE-OMNI (800-843-6664)Please note: IQPC will never recommend, approve or appoint any third party rooming service to act on our behalf. Please be extremely wary if you are approached by any such companies. We will always endeavor to negotiate the best available rates for you so please use the Hotel Map link provided; this shows live availability and rates for all hotels in the area and allows you to book directly with the hotel of your choice within your budget.

http://www.omnihotels.com/FindAHotel/OrlandoChampionsgate.aspx%20%0D



850+ 55% organizations onsite new speaker faculty 20and … · 2017. 5. 9. · shared services,...

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