pre-conference workshop day - asdevents.com · workshop b registration & morning coffe break....

PRE-CONFERENCE WORKSHOP DAYWEDNESDAY, JUNE 27, 2018

8:00am WORKSHOP A REGISTRATION & NETWORKING BREAKFASTWhile registering for Workshop A, enjoy a delicious breakfast and lively peer-to-peer conversation

8:30am WORKSHOP A: ROADMAP FOR CONCEPT TO IMPLEMENTATION TO FUTURE EVOLUTION Finding a shared services solution that is right for your organization can be a long and winding road with many ups and downs. But, there are proven steps that can be taken in order to build a solution that fits your company and enables you to create a scalable platform to support future business growth—the next layer of value as your FSSC matures. Aligning shared services goals to organizational strategy will set your foundation as a “value enabler” instead of “cost cutter.”

In this workshop you will:

∙ Learn how to move from concept to delivery through an exploration of business plans

∙ Delve into methodologies for work transition and knowledge transfer to ensure a seamless transition to the new organization

∙ Understand the importance of prioritizing the deliverables you will need from day one

∙ Hear how to overcome hurdles you may encounter

10:00am WORKSHOP B REGISTRATION & MORNING COFFE BREAKTake a few minutes to recharge and networking with your fellow FA professionals

10:30am WORKSHOP B: IS YOUR ORGANIZATION READY TO CHART A COURSE TOWARDS INTELLIGENT AUTOMATION? Intelligent automation offers an array of possibilities: hear how robots can reduce significant parts of the manual effort across your entire finance function (AP, AR, FA, GL, R2R, Internal Controls & Reporting). Many can perform all of the manual financial and accounting tasks and controls, complete documentation and maintain an audit trail. They can even interact with approvers and supervisors when needed and always provide a dynamic dashboard of global progress. Join this workshop for a comprehensive survey of:

∙ How to collaborate with IT on architecture, infrastructure, security, and controls

∙ Develop a framework for governance, compliance, audit, and metrics for success

∙ Replace your manual effort through robots with built-in IP process

∙ How to maximize stakeholder engagement early on

Matthew Simoncini Senior Robotic Solution Specialist Redwood Software

Hosted by

“The event was a great opportunity to share experiences with other attendees and speakers to get new ideas on areas that my company could be looking at.”Head of Corporate Accounts Services, Inter-America Development Bank

www.asdevents.com - www.asdevents.com/event.asp?id=18760

PRE-CONFERENCE WORKSHOP DAY continued

12:00pm WORKSHOP C REGISTRATION & NETWORKING LUNCH ‘N’ LEARN

12:30pm WORKSHOP C: HOW TO DEVELOP PROJECT MANAGEMENT & CHANGE LEADERSHIP WITHIN A SHARED SERVICE ORGANIZATIONProject management and effective leadership are crucial to the success of a SS, whatever stage of the journey you are in. To ensure efficient and cost-effective project management, a clear-cut framework needs to be established. Essential to success is having the right team, the right goals, and the right level of accountability. Questions remain, however, about what project management strategy is the most effective, and how to make sure your leadership team has the “4 Ps” needed to convey the right message and to develop and pursue a clear shared vision for the organization

Join this workshop to learn:

∙ Structure: What is a project management department and do we need one?

∙ Team: Should we have a dedicated project team or incorporate the project into existing responsibilities? How to define a Project Manager’s job role, functions, scope?

∙ Accountability: How do you keep your project on track to achieve its objectives? What methods should be established to track success?

∙ Why employee training programs are essential for developing effective PM leadership and promoting career growth

∙ Everyday challenges a PM can experience, such as how to effectively process project orders and obtain approvals quickly---and how to solve these matters quickly and efficiently

∙ How an effective project management helps with the roll out of your RPA project

∙ Review the “4 Ps” (Planning, Persistence, Performance, and Patience) of SS leadership

Hillari Shearin Director Program Management McKesson Financial Center

2:00pm WORKSHOP D REGISTRATION & AFTERNOON BREAK

2:30pm WORKSHOP D: CHANGE MANAGEMENT FOCUS: UNDERSTAND THE CRITICAL COMPONENTS OF EFFECTIVE CHANGE MANAGEMENTRegardless of where your organization may be on the maturity curve 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. The growth of digital labor is creating significant change management challenges for shared services organizations today. During this session we will discuss change management and employee engagement techniques that will allow you to:

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

∙ Manage cultural changes while keeping employees engaged and motivated

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

∙ Understand how digital is changing the way shared services deals with disparate stakeholders

∙ Firmly grasp how digital affects support structures, customer relationship management and changing feedback mechanisms

4:30pm END OF WORKSHOP DAYThe program doesn’t end here! Grab some of your colleagues and enjoy a night on the town


MAIN CONFERENCE DAY ONETHURSDAY, JUNE 28, 2018

8:00am REGISTRATION & NETWORKING BREAKFAST

8:30am CHAIRPERSON’S OPENING REMARKS

8:45am B-I-N-G-O! Kick off the morning with a fun game of get-to –know-your-peers BINGO.

9:05am KEYNOTE: A VIEW FROM THE TOP: THE VALUE PROPOSITION OF SHARED AND GLOBAL BUSINESS SERVICESAre you getting the needed support from the highest levels of your organization? What can you do to ensure greater alignment with corporate goals and objectives? During this session, benefit from hearing directly from an esteemed executive on how they view business services. Explore the critical capabilities that add real value to the organization and the levers that you can pull to gain more internal alignment and linkages to corporate strategy. Looking ahead, understand expectations for the future evolution of your platform in response to the complexities of our fast-paced global environment.. Come away with a new understanding on how to best position your organization to respond to changing business needs and capture value at every turn.

Naresh Srinivasan Vice President – Controller & Shared Services Brinks Financial Shared Services

9:50am CASE STUDY: ACXIOM’S TRANSFORMATION ROAD TRIP IN MOVING FROM A CENTRALIZED BACK OFFICE TO A SHARED SERVICE MODEL OF EXCELLENCE:This case study will highlight Acxiom’s journey to achieving a SSC of excellence. Discussion will include:

∙ Transforming its centralized back office mentality into a shared service model

∙ Engaging tenured associates with refreshed, renewed thought-leadership

∙ Involving the closest to the work to solve the problems

∙ Catalyzing a culture of continuous improvement thru RCI Blitz; RCI Scramble with project mentality

∙ Infusing excitement thru creating marketing campaigns for new messages, focus areas, etc.

You will also hear:

∙ Define: Where are we going?

∙ Measure: Where are we now?

∙ Analyze: Are we where we need to be?

∙ Improve: How can we get there?

∙ Control: How are we doing?

Becky Haynes Director, US Finance Shared Services Acxiom

10:35am MORNING MINGLE & DEMO DRIVEMeet with fellow attendees over coffee while exploring our expo hall, check out the solution-providers we have assembled and possibly even win a prize!

11:35am THOUGHT LEADERSHIP PANEL DISCUSSION: THE ROBOTS ARE HERE TO STAY--- HOW TO IMPLEMENT RPA INTO BUSINESS SERVICES OPERATIONS TO DRIVE SIGNIFICANT LONG-TERM VALUERobotic Process Automation (RPA) continues to garner great interest from shared services executives, with many either considering integrating it into their F&A SS or already reaping real-world benefits. So how does an organization get started on the automation journey? How do you implement RPA? What tools are needed? What processes are suitable for RPA? How does an organization work with service providers?

Join the discussion to hear what the RPA journey entails, including:

∙ What change is needed to make this a reality and overcome challenges and issues when developing pilot programs

∙ Developing pilot programs to test them out once the decision to invest has been made

∙ The importance of adopting an open and innovative mind-set when it comes to deploying RPA

∙ What are the common roadblocks in establishing a RPA into a FSSO?

∙ What has worked and did not work, and what they wish they knew before they started?

Rich Benoit Director of RPA McKesson Financial Center

Brian Yahne Director, Accounting Services Ascension Health

Hosted by


12:20pm COMMUNICATING THE VALUE OF SHARED SERVICES: IT’S THERE, BUT HOW DO WE SHOW IT? Developing and implementing a SS is not an easy task. There are several hurdles you may face along the journey, and if your messaging isn’t clear, the process becomes even more challenging. A clear, concise message is important when trying to gain the support of stakeholders. This session is designed to help you effectively develop and communicate the value of your SSO.

∙ Discuss the unique communication that can be developed for each customer segment focused on the items that they value the most

∙ Learn how to plan to ensure the message is not only sent but also received by the right people, at the right time, and in the right format

∙ Learn communication vehicles to converse with C-Suite, employees, customers, and stakeholders to gain support

∙ Hear key tips on what your message should include and what it should not

Bosede Hodo Director NOAM Shared Services Applus Energy & Industry

1:05pm NETWORKING LUNCH ‘N’ LEARNEach table will be assigned a different topic - choose the topic that interests you the most and join the conversation with your peers.

MAIN CONFERENCE DAY ONE continued

INTERACTIVE DISCUSSION GROUP (IDGS) – YOU PICK 2 Our facilitated, Interactive Discussion Groups (IDGs) optimize peer-to-peer learning by crowdsourcing solutions to common challenges surrounding SSO. The connections you make through the IDGs will likely be your most valuable takeaways. You will have the opportunity to sit in on two 30-minute sessions

with groups capped at 15 to ensure helpful conversations. Choose from TWO of the below.

2:05pm IDG 1: HOW TO DETERMINE THE APPLICABILITY OF RPA TO YOUR SPECIFIC SSC BUSINESS NEEDS ∙ Examine which high-volume transactional processes can be executed by RPA--

-and how to determine which ones are a fit for RPA now and down the line

∙ Discuss how RPA can be leveraged to not only reduce labor , but to free up time for higher value work

∙ Appraise how to improve the client experience at the front end, along with the back office efficiencies

Hosted by

IDG 2: STRATEGIES TO DRIVE EMPLOYEE ENGAGEMENT AND DEVELOPMENT ∙ Learn tactics to create an environment and culture that keeps the team

engaged, customer-focused, and innovative including ∙ Consistently investing their time ∙ Open and honest communication ∙ Empathetic Listening ∙ Follow-up ∙ Discuss why its enough to align strategy and create an engaging culture ∙ Hear why employee development is equally important

Laure Browne Director, Record to Report, Operations Americas, North America Capability Center, Global Business Services (GBS) Bristol-Myers Squibb

IDG 3: UNDERSTAND THE ROLE OF A GPO & HOW TO IMPLEMENT ONE INTO YOUR FSSO ∙ Discuss the various GPO models and organizational structures---and which

model types might be best for your FSSO

∙ Examine the pros and cons of integrating GPO job functions into your executive management’s current job role

∙ Discuss the importance of governance in dealing with potentially various regions and departments

∙ Learn how to develop an effective GPO business case for buy-in sign off

Gabriel Lantos Director GPO Record to Report Bristol-Myers Squibb

IDG 4: DEVELOPING A CUSTOMER SERVICE CULTURE WITHIN FSSO ∙ Defining and scoping customer service within finance shared services

∙ Common customer service challenges

∙ Creating and sustaining a customer service culture

∙ Resources for building or elevating your FSSO customer service culture

Bryce Tawney Fmr., Sr. Director Lead for Integration, Halliburton; Advisory Board Member University of North Texas School of Accounting


MAIN CONFERENCE DAY ONE continued

3:10pm AFTERNOON RECHARGE & BUSINESS CARD EXCHANGEThere is no reason your networking with colleagues should end when the conference is over. Grab some coffee and a snack and be sure to exchange business cards to continue the conversation!

TRACKED SESSIONS BEGIN Choose one of the Below Tracks Based on Interest and Maturity of Your FSSO

Track A: Planning & Launching Your FSSO Track B: Taking Your Mature FSSO to the Next Stage in Its Evolution

3:40pm FUNDAMENTALS OF MOVING FROM CONCEPT TO DELIVERY IN SHARED SERVICESEvery organization has a different business culture and may implement or develop its shared services model (SSO) differently. However, throughout the process there are proven steps that need to be taken to build a solution that fits your company and enables you to create a scalable platform to support future business growth.

During this session:

∙ Explore the differences between an SSO and a centralized service model ∙ Take a holistic view of your operation to determine which operations can and

should be brought into the SSO ∙ Create a roadmap for developing and executing the SSO strategy and the

appropriate operating model, one that will respond to changes in business needs over time

∙ Develop a compelling business case with clearly defined goals to ensure that all stakeholders are engaged and understand the value proposition

Michael Bostick Head of Financial Operations UniFirst Corp

TAKE YOUR FSSO TO THE NEXT LEVEL BY SUCCESSFULLY STANDARDIZING AND AUTOMATING FOR COMPLEX PROCESSESAll too often, companies treat automation as a quick fix for simplifying complex processes. However, unless processes are standardized and repeatable beforehand, implementing a new BPA solution will only complicate the process further. In this session you will hear how to re-design your end-to-end processes to maximize the effectiveness of automated tools. Take home road-tested strategies to:

∙ Examine processes from end-to-end to assess their readiness for automation, and build a standardization roadmap

∙ Ensure new processes align with organizational culture and enable rather than stifle innovation

Cindy Pauls CMA , Director of Shared Service Borden Dairy Co.

4:25pm CASE STUDY: THE FIRST YEAR OUT, WHAT TO EXPECT AND HOW TO MEASURE SUCCESSHear first-hand about the challenges and successes achieved in the early implementation stage of a SSO. What does success look like? How do you measure it? What unexpected challenges were encountered before and after launch? This session will share insights on what you should expect in your first year out as well as what your next steps should be.

Discussion will also include:

∙ Setting up KPIs and metrics to monitor performance ∙ Effectively identifying and resolving performance gaps

Dan Davidson Vice President Equifax

DRIVING VALUE WHILE EXPANDING YOUR SHARED SERVICE ORGANIZATIONYour shared service organization has delivered on its promise to streamline support functions and contribute to the company’s competitive advantage. Once you’ve standardized and automated…

∙ What’s next?

∙ How do you achieve the next level of benefits?

∙ Is there a unified approach to developing next generation models, including those for Global Business Services (GBS)?

This session will answer all these questions and more!

5:20pm EVENING WELCOME RECEPTION Enjoy a round of drinks on us with friends both old and new!

6:20pm CLOSE OF MAIN CONFERENCE DAY ONEThere’s plenty to do in Dallas! Grab your colleagues and enjoy an evening of fun on the town!


MAIN CONFERENCE DAY TWO FRIDAY, JUNE 29, 20187:00am MORNING STRETCH

Join your colleagues to kick off the morning with a few stretches.

7:30am REGISTRATION & NETWORKING BREAKFAST

8:00am CHAIRPERSON’S RECAP AND WELCOME

8:10am FIRESIDE CHAT: PROCESS FOCUSED: WHAT PROCESSES DO YOU HAVE IN YOUR FSSO? WHAT’S WORKING AND WHAT’S NOT? Kick off the morning with this panel of experts to hear what processes they have implemented in their F&A SSOs, the challenges and pitfalls, what they would and wouldn’t do if they could do it all over again. This discussion is designed to help you see possible gaps in your SSO that may be a hindrance for growth and service improvements and help you benchmark against other F&A SSO.

Cindy Pauls CMA, Director of Shared Service Borden Dairy Co.

Becky Haynes Director, US Finance Shared Services Acxiom

Tanuja Singi Head of Finance Global Business Services Americas UCB

8:55am THE WAR FOR TALENT – BUILD A STRATEGY FOR RECRUITING & RETAINING TODAY’S FSSO TOP TALENT SSO executives do not shy away from sharing that the talent struggle is real. And even in the age of automation and robots, humans still play a crucial role in your day-to-day SSO and GBO, as they are crucial to the success and growth of your organization. A strong team of skilled employees including senior executives and mid-management is a must. However, recruiting and retaining exceptional talent continues to be a headache for SS executives. To attract and hold onto top talent, you must develop a plan from A-Z.

In this session we will explore:

∙ How to identify and attract talent of all experience levels with critical competencies, qualifications, and a mindset for excellence

∙ How to establish career development programs to retain employees

∙ What characteristics are necessary for employees as you move from regional to global

∙ Locating internal and external talent that can grow as your SSO does

∙ Training and development to build competencies and reduce attrition

∙ How to deal with the language barriers and international laws

Tim Dorren Senior Manager, Payment Analysis & Disbursements, Toyota Motor North America, Accounting & Finance Accounting Shared Services

9:35am MORNING MINGLE, RECHARGE & DEMO DRIVE PRIZE RAFFLE DRAWING WINNERS ANNOUNCED

10:05am PROCESS INNOVATION INTENSIVESBreak free of your traditional conference sessions in these presentation-free discussions. Choose one of the following process or technology focused intensives and gain informal, peer-to-peer discussion facilitated by a leader in the field. No PowerPoint, just you and your biggest challenges addressed as a group, by the group. This session is designed to encourage lively intellectual exchange, while groups can discuss their greatest challenges and how they have addressed their greatest pain points.

Record to Report Standardization Laure Browne Director, Record to Report, Operations Americas, North America Capability Center, Global Business Services (GBS) Bristol-Myers Squibb

Procure to Pay Automation

Order to Cash Reconciliation

General Process Management

Shivani Sharma MBA, PMP, Director, Accounts Receivable McKesson

10:50am EFFECTIVE PERFORMANCE MEASURES: EXAMINE THE RIGHT KPIS TO BENCHMARK AND IMPROVE YOUR FINANCE SHARED SERVICES FOR NEXT LEVEL SUCCESSKPI is a term used in every business organization--not just SSO. In a SS the role of KPIs is very significant if you are looking to grow, integrate and evolve. However, implementing and measuring the right KPIs can be challenging for start-up and more mature organizations as they struggle with understanding what measurements should be used to determine how well their teams are doing. How do you know what to measure and when? These questions will be answered in this session, as well as:


MAIN CONFERENCE DAY TWO continued

∙ The most common KPIs for shared services focusing on key business metrics

∙ An analysis of good versus bad KPIs

∙ What to consider when putting your KPIs in place

∙ How and when you should review current KPIs

Deborah W. Powers Global SAP Accounts Payable Transformations Lead General Motors

11:35am CULTIVATING A CULTURE OF CONTINUOUS IMPROVEMENT FROM THE ONSET THAT WILL ENABLE YOUR JOURNEY TO GLOBAL PROCESS OWNERSHIPEstablishing an effective culture of continuous improvement is one of the most challenging aspects of shared services delivery, but when executed correctly, it can also be the most rewarding—the heart of your organization. But how can you create a “shifting mindset” to achieve a business-wide improvement? During this session, our presenter will share a roadmap for achieving quality and efficient operations.

Learn how to:

∙ Develop transparent top-to-bottom metrics

∙ Drive noticeable performance improvement

∙ Achieve organizational engagement that will lead to support from the highest levels of your organization

∙ Create a culture in which you and your team are constantly striving for improvements

∙ Embed CI within your team and across all business functions

Steven R. Bott CTP, CPA, ASC Continuous Improvement, Manager Ameren Services Center

12:20pm NETWORKING LUNCHEON: CUSINE & QUIZEnjoy a luncheon with an educational twist. Trivia questions on the latest industry news, your speakers and what you learned on day one!

1:20pm CASE STUDY: SETTING THE BAR HIGH – ACHIEVING OPERATIONAL EXCELLENCE AT BRIDGESTONEIn 2016, Bridgestone embarked on a journey to implement an operational excellence methodology, using the principles of Lean Six Sigma, and delivering excellence with people, process and automation. Hear how they were able to set the bar high and achieve operational excellence in their SSCs in LATAM and North America.

This session will explore:

∙ The scope of their operational excellence program, key objectives and SLAs to support this

∙ How involving the customer increased process compliance and customer satisfaction

∙ Driving resource efficiency through a ‘Flexstaffing’ model

∙ The beginnings of the RPA journey - going through the PoC stage, and how 15 processes were selected for automation

Rodrigo Cal Cordova Shared Service Director Bridgestone Americas

2:05pm PARTNERSHIP MATTERS: GUIDING PRINCIPLES TO BUILD AN EFFECTIVE LONG-TERM RELATIONSHIP WITH YOUR OUTSOURCING PROVIDERAn outsourcing provider should be a true business partner---someone who understands your organization and its needs and should be fully invested in your continuous improvement goals.

In this session we will explore:

∙ How to determining the level of visibility your service provider has

∙ What to look for in determining if this is the right vendor/client relationship

∙ How to make contract renewal work to build the relationship

∙ When to decide if the relationship has run its course

∙ Strategies for engaging in continuous improvement activities with your partner

Ethel Tamondong Enterprise Financial Services Warner Bros.

Robert Lahr Exec. Director Global Invoice to Cash

2:50pm NETWORKING AFTERNOON RECHARGEGrab a snack to go!


3:05pm CLOSE YOUR BOOKS FASTER AND WITH CONFIDENCE – MOVING AWAY FROM AND ELIMINATING MANUAL PRACTICES TO ACHIEVE BALANCE SHEET INTEGRITYA perpetual challenge across finance is how to close books faster. And while many organizations have implemented technology to achieve greater speed and accuracy as well as increased visibility, there are still those who have yet to adopt and integrate technology into their FASS.

In this session, we will explore:

∙ The benefits of closing your books faster

∙ Lowering the cost of the financial close through automation

∙ Achieving greater control around the financial close process

∙ How technology can help you achieve a faster, more accurate close

∙ Explore the competitive advantages and improvements to financial data management offered by a quicker, more efficient closing process that drives enhanced reporting functionality

Brian Yahne Director, Accounting Services Ascension Health

3:50pm DEVELOPING THE BUSINESS CASE TO CREATE A GLOBAL FINANCE SHARED SERVICES ORGANIZATION FROM THE GROUND UPAs companies look to streamline processes and have more visibility throughout their global organizations, SSOs have often found they also need to make the jump from an in-country or regional SSO to a global one. This globalization will have a huge impact on the SSC, from the processes covered to the delivery model deployed. This session dives into the business case for building a global finance shared services organization, including discussion of these questions:

∙ How do you show the value of the SSO to expand it into the international market?

∙ What are the “easy wins” in the global environment to justify the expansion?

∙ How does shared service fit in with the global strategic growth initiatives and how can they be operationally achieved?

∙ What are best practices for implementing global process standards and owners?

4:35pm CONFERENCE CONCLUDES---SEE YOU NEXT YEAR!

MAIN CONFERENCE DAY TWO continued

“I learned quite a lot about shared services, which is a new concept for my company”Revenue Controller, Freeman

“Great opportunity to network and learn trends in the share services environment”Director, Finance Operations, Catalent Pharma Solutions

‘I liked the opportunity to talk with different people and understand their journey and challenges” Finance Manager, Intel


pre-conference workshop day - asdevents.com · workshop b registration & morning coffe break....

Documents