Workshop Half Day · @ssoweek | @ssonetwork | #SSOWeek 3 FINANCE & ACCOUNTING TRANSFORMATION HR...

Spearheading Excellence for 20 Years

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

CONFERENCE AGENDA

www.SharedServicesWeek.com @ssoweek | @ssonetwork | #SSOWeek1

Workshop Half Day Tuesday, March 8, 2016

7:15AM Registration & Exhibit Hall Opens

8:15AM – 10:30AM

10:45AM – 1:00PM

WORKSHOP A WORKSHOP B WORKSHOP C WORKSHOP D WORKSHOP E

Shared Services 101: How to Design, Build, and Implement Shared ServicesScott Manning, Partner ScottMaddenTrey Robinson, Partner ScottMaddenTina Krebs, Partner ScottMadden

Generate a Roadmap to Global Process Ownership Success: Ideation, Investigation & ImplementationLisa Miller, VP &Controller, PepsiCo (Retired)Jeffrey Reider, Director, GBS, Eli Lilly

Shared Services for Shared Services – How to Serve Those Who ServeA.J. Hanna, Sr. Director, Service Management – Ministry Service Center, Ascension Health

Think Marketing to Accelerate Shared Services or BPO Growth Deborah Kops, Founder, Sourcing Change

Advancing Your Shared Services Operations: Taking It to the Next LevelCourtney Jackson, Partner, ScottMaddenTrish Ferris, Partner, ScottMaddenJerred Crosby, Partner, ScottMadden

Understand the Critical Components to Effective Change Management Phil Searle, Founder & CEO, Chazey PartnersRobert Towle, Managing Director, North America, Chazey Partners

Robotic Process Automation – a Practical Guide for Working with Smart MachinesDerek Toone, Managing Director, RPA Advisory Services, Alsbridge

Build a Robust Partnership With Your Outsourced ProviderChris Piazza, SVP, Enterprise Financial Services, Warner Bros. Entertainment

Hungry for Global HR Transformation – Key Ingredients to Ensure Your Transformation Initiative Doesn’t Fall FlatDeb Card, Partner, ISGJulie Fernandez, Partner, ISG

Boxed Lunches

to Be Providedto WorkshopParticipants

WORKSHOP F WORKSHOP G WORKSHOP H WORKSHOP I

Main Conference Day One Tuesday, March 8, 201612:00PM Main Conference Registration & Exhibit Hall Grand Opening

1:10PM SSON Opening RemarksHeather King, Divisional Director, SSON Americas

1:20PM Chairman’s Opening RemarksBrad DeMent, Partner, ScottMadden

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

Nancy Hanslowe, SVP, HR Shared Services, MetlifePaul Bartley, Director, GBS, Program Support Center, HHS

Loren Mahon, VP, Finance Systems, CEO Offi ce, Oracle

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

Moderator: Scott Furlong, Partner, ISGJason Brown, IT Director, Ingalls ShipbuildingAnkur Kothari, CRO and Founder, Automation AnywhereLee Coulter, CEO, Ascension Health Shared Services

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

Melissa Miller, VP, Business Improvement Group, Anthem

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

4:00PM Maturity Curve Groups Begin

Hosted by:

National Ballroom CD


National Ballroom AB






Championsgate Ballroom Royal Melbourne

Championsgate Ballroom Royal Melbourne St. Andrews Royal Dublin

St. Andrews Royal Dublin Oakmont Ballroom

Agenda_MxII.indd 1 3/3/2016 2:06:33 PM

6:00PM

6:30PM

Moderator-Led Discussions Moderator-Led Discussions Moderator-Led Discussions

4:40PM How to Jumpstart your SSO Journey with a Compelling and Data-Driven Business Case and Overcome Roadblocks Once You’ve Embarked on the Journey Tony Sayer, Vice President Assistant Corporate Controller Shared Services, Parker Hannifi n Corp.

CASE STUDY: How to Leverage an Analytics Function for Global Operational Excellence – the MasterCard Story Jennifer Berry, VP, Global Business Service Center, MasterCard

What Are the Impacts that Cloud Services and Big Data are Having on Today’s Data Warehouse and Analytic SystemsTom McCammon, Senior Director Enterprise Datawarehousing and Analytics, Vonage

CASE STUDY: How to Take a GBS Organization to the Next Phase in Evolution Through Customer ServiceSwati Saran, VP, Customer and Partner Experience, Cisco

5:20PM CASE STUDY: The Role of Shared Services in Veterans Affairs and Commerce’s TransformationThomas M. Muir, Director, Support Services, MyVA Program Offi ce, Department of Veterans AffairsGlenn Davidson, Executive Director, Shared Services, US Dept. of Commerce

Flexibilization at Scale: Managing a Growing WorkforceY. Vijay Rao, Head, HR Operations, Facebook

How to Achieve Signifi cant Global R2R Automation Through a ‘Simplifi cation and Stratifi cation’ StrategyGareth Morgan, SVP, Business & Finance Services, Bristol-Myers SquibbGabriel Lantos, Director, GPO, R2R, Bristol-Myers Squibb

Tales from an Early RPA Adopter: Addressing Governance and Security Concerns Head On to Avoid Problems in the FutureTheresa Zinzilieta, CISSP, VP, Global Business Services, American Express

Moderator-Led Discussions

4:00PM “If I Had to Do it All Over Again I Would…”Moderator: Jim Klingler, Executive Director, University Business Operations Division, North Carolina State University Panelists: Patti Knight, VP, Finance Shared Services, BAE SystemsScott Senatore, Senior Director, Americas Finance Shared Services, VerifoneHosted by:

Thriving and Not Just Surviving the M&A Storm: How to Leverage Shared Services and BPO Relationships During a M&AAnil Bhavnani, BPO Director, Global Financial Solutions, Pfi zer

Glocal (Global but Locally Relevant) Approach to HR Operations & Shared Services: Pepsico’s Over 80 Country Global TransformationShakti Jauhar, Vice President, Global HR Operations & Shared Services, PepsiCo

How to Attain the Next Transformation Lever Through RPAMary Lacity, Curators’ Professor of Information Systems, College of Business, University of Missouri-St. LouisHosted by:

STAGE 1 EMERGING Track Owner: Debbie Lougheed,

Director, Shared Accounting Services, Diocese of Orlando

STAGE 2 MATURING Track Owner: Cindy Gallagher,

SVP, Global Controller, Discovery Communications

STAGE 3 – STANDARDIZING Track Owner: Lisa Miller, VP & Controller, PepsiCo (Retired)

STAGE 4 – EVOLVING

Main Conference Day Two Wednesday, March 9th, 2016

7:45AM Registration Opens8:30AM SSON Opening Remarks

Heather King, Divisional DirectorSSON Americas

8:40AM Chairman’s Opening RemarksBrad DeMent, Partner, ScottMadden

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

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

9:40AM SSON Excellence Awards Introductions and Awards #1 and #2 Hosted by:

10:00AM Fulfi lling a Shared Services Organization Reinvention Strategy Isabel Tan, SVP, Global Business Services, Warner Bros. Hosted by: 10:45AM Networking Break11:30AM Interactive Discussion Groups, Part I See attached sheet for IDG details12:30PM Networking Lunch and 5 Minutes to Move to Functional Transformation Tracks



Royal Dublin International Ballroom II International Ballroom III International Ballroom I


Ballroom Commons & Osceola Ballroom AB






Moderator-Led Discussions

Join us pool side for a Mardi Gras themed reception hosted by Ernst & Young featuring a beer tasting from Louisiana’s Abita Brewery. Test your skills at our Corn Hole Challenge for a chance to win a prize.

Presented by:


ww

w.S

hare

dSer

vice

sWee

k.co

m@

ssow

eek

| @

sson

etw

ork

| #S

SOW

eek

3

FIN

AN

CE

& A

CC

OUN

TING

TR

AN

SFO

RMA

TION

HR TR

AN

SFO

RMA

TION

Tr

ack

Ow

ner:

Robi

n Ra

smus

sen,

Pa

rtner

, KPM

G

VEND

OR M

ANAG

EMEN

T &

PROC

UREM

ENT

TRAN

SFOR

MAT

ION

Track

Ow

ner:

Don

na W

ilcze

k, Vi

ce P

resid

ent S

trate

gy a

nd

Prod

uct M

arke

ting,

Cou

pa

RPA

MA

STER

CLA

SSES

Tr

ack

Ow

ner:

Ank

ur K

otha

ri, C

hief

Re

venu

e O

ffi ce

r, A

utom

atio

n A

nyw

here

GBS

EVO

LUTIO

NS

ROO

M M

appi

ng Y

our C

ours

e to

G

BS S

ucce

ss

Track

Ow

ner:

Robe

rt C

ecil,

Partn

er, K

PMG

MUL

TI-FU

NC

TION

AL

TRA

NSF

ORM

ATIO

N

Track

Own

ers:

Cour

tney

Jack

son a

nd Tr

ey

Robin

son,

Partn

ers,

Scot

tMad

den

1:30

PMFu

ture

-Pro

of y

our

Targ

et O

pera

tion

Mod

el w

ith Th

ree

Key

Leve

rsA

ndre

w H

unt,

Head

of

Fin

ance

Sha

red

Se

rvic

es, A

VIVA

Host

ed b

y:

How

to R

ealiz

e th

e Be

nefi t

s of

Alte

rnat

ive

Stru

ctur

es fo

r an

End

to E

nd P

2P O

pera

tion

Cra

ig M

cKen

ney,

M

anag

ing

Dire

ctor

, He

ad o

f Ope

ratio

ns,

Ente

rpris

e Su

pply

C

hain

(P2P

& T

&E)

, Citi

Get

ting

Star

ted:

Taki

ng

the

First

Step

s in

a Be

st-in

-Cla

ss G

loba

l RPA

De

ploy

men

tM

oder

ator

: Der

ek To

one,

M

anag

ing

Dire

ctor

: Rob

otic

Pr

oces

s Aut

omat

ion,

Al

sbrid

geM

ark

Fletc

her,

VP B

ankin

g,

Finan

cial

Serv

ices

&

Insu

ranc

e M

arke

ts,

Auto

mat

ion

Anyw

here

Tam

i Lei

ghto

n, Se

nior

Bu

sines

s Pro

cess

Re-

Engi

neer

ing

Con

sulta

nt,

Parso

nsM

att G

iunta

, Vic

e Pr

esid

ent,

SSC

, Aut

onat

ion

Mar

k W

Sim

on, D

irect

or,

Value

Cre

atio

n O

ffi ce,

Di

gita

l Tra

nsfo

rmat

ion

EMC

Glo

bal B

usine

ss

Serv

ices

How

to R

educ

e C

osts

and

Gai

n Ef

fi cie

ncie

s Th

roug

h HR

Tran

sfor

mat

ion

Cra

ig F

unt,

VP,

HR

Serv

ices

, Bris

tol-M

yers

Sq

uibb

CA

SE S

TUDY

: Cha

ngin

g th

e W

ay W

e W

ork

at

J&J b

y Im

plem

entin

g En

terp

rise

Stan

dard

s &

Proc

esse

s acr

oss

Func

tions

, Sec

tors

and

Regi

ons

Erin

Cha

mpl

in, V

ice

Pres

iden

t-Glo

bal

Serv

ices

, Joh

nson

&

John

son

Mat

t Mur

phy,

Vic

e Pr

esid

ent-E

nter

prise

St

and

ard

s &

Prod

uctiv

ity, J

ohns

on

& Jo

hnso

n

Sess

ion

1: Id

entif

y Yo

ur

Star

ting

Poin

t and

You

r Ta

rget

– W

here

do

you

plan

to g

o on

you

r G

BS jo

urne

y?

3:00

PMHo

w to

Use

Clo

ud

App

licat

ions

to

Ach

ieve

Rea

l-tim

e Vi

sibili

ty w

ith S

hare

d Se

rvic

esTra

vis C

url,

Gen

eral

Le

dger

Ana

lyst

, Hya

tt Sh

ared

Ser

vice

Cen

ter

Host

ed b

y:

Mov

e fro

m

Tran

sact

iona

l to

Stra

tegi

c in

You

r Ve

ndor

Rel

atio

nshi

psA

nder

s Lille

vik,

Glo

bal

Head

of P

rocu

rem

ent

Supp

ort S

ervi

ces,

Glo

bal P

rocu

rem

ent,

QBE

Nor

th A

mer

ica

Draw

ing

Lines

in th

e Sh

iftin

g Sa

nds

of

Cog

nitiv

e RP

AM

oder

ator

: M

ihir

Shuk

la, C

EO a

nd

Foun

der,

Aut

omat

ion

Any

whe

reC

liff J

ustic

e, P

artn

er,

Inno

vatio

n an

d

Ente

rpris

e So

lutio

ns,

KPM

G LL

P

HR S

hare

d Se

rvic

es a

s a

Profi

t C

ente

rEh

san

Sham

mas

hi,

Head

, HR

Shar

ed

Serv

ices

, Al T

ayer

G

roup

LLC

Brea

king

New

Fr

onts

: How

Car

s.co

m’s

Aut

omat

ion

in IT

is Tu

rnin

g In

to

an E

nter

prise

-wid

e M

ovem

ent

Apr

il Car

ter,

Seni

or M

anag

er, I

T O

pera

tions

, Car

s.com

Host

ed b

y:

Sess

ion

3: C

onqu

er

the

Tech

nolo

gy Te

rrain

–

How

to L

ever

age

and

Impr

ove

your

Tech

nolo

gy

Enab

lem

ent?

2:15

PM

AP

Shar

ed S

ervi

ces

Road

to S

ucce

ss:

Univ

ersit

y Ho

spita

ls’

Aut

omat

ion

Stor

y Je

ff Lu

bbe,

Cor

pora

te

Fina

nce

Dire

ctor

, Un

iver

sity

Hosp

itals

John

Vuj

evic

h,

Fina

ncia

l Sys

tem

s Pr

ojec

t Ana

lyst

, Un

iver

sity

Hosp

itals

Host

ed b

y:

Con

tract

ing

and

Neg

otia

tion

Mas

ter

Cla

ss: B

eyon

d th

e Fu

ndam

enta

lsEd

Han

sen,

Par

tner

, M

orga

n Le

wis

Turn

ing th

e Ta

bles

: Q

uesti

oning

the

Hype

Ar

ound

RPA

Mod

erat

or: L

ee C

oulte

r, C

EO, A

scen

sion

Shar

ed

Serv

ices

Dere

k To

one,

Man

agin

g Di

rect

or: R

obot

ic P

roce

ss Au

tom

atio

n, A

lsbrid

geBa

lam

urug

an A

rum

ugam

, AV

P, A

utom

atio

n Pr

actic

e, C

ogniz

ant

Hoste

d by

:

Use

of E

mpl

oyee

Re

latio

ns (E

R) S

hare

d Se

rvic

es to

Driv

e C

ompa

ny C

ultu

re a

nd

Valu

esC

ara

Paw

lisch

, AV

P,

Ass

ocia

te R

elat

ions

Hu

man

Res

ourc

es,

Nat

ionw

ide

Busin

ess R

elat

ions

hip

Man

agem

ent:

Build

ing

Partn

ersh

ip M

odel

to

Posit

ion

the

SSO

Clo

ser

to it

s Cus

tom

ers a

nd to

En

hanc

e th

e Q

uality

an

d Ef

fect

iven

ess o

f Se

rvic

eEl

izabe

th O

’Far

rell,

CPO

an

d Le

ader

, Glo

bal

Busin

ess S

olut

ions

C

ente

r, El

i Lilly

Phill

ip W

oodb

urn,

VP,

Fi

SS G

loba

l Ser

vice

s an

d O

pera

tions

, Sc

hnei

der E

lect

ric

Sess

ion

2: M

ap Y

our

Cou

rse

– W

hat A

re

Your

Prio

ritie

s in

You

r G

BS J

ourn

ey, a

nd H

ow

Do Y

ou M

ake

Them

Ha

ppen

?

Inte

rnat

iona

l Bal

lroom

I In

tern

atio

nal B

allro

om II

Ch

ampi

onsg

ate

Ballro

omIn

tern

atio

nal B

allro

om II

I Ro

yal D

ublin

St. A

ndre

ws

P2P

MA

STER

CLA

SSES

Mak

e th

e Bu

sines

s C

ase

for P

2P

Aut

omat

ion:

How

to

Cal

cula

te th

e RO

I an

d Se

ll it

to Y

our

Org

aniza

tion

Bran

di C

rouc

h, S

enio

r M

anag

er, F

inan

ce

Serv

ices

, Loc

khee

d M

artin

Bill S

izem

ore,

Pro

cure

to

Pay

Man

ager

, Bl

oom

in’ B

rand

sHo

sted

by:

How

Car

Max

Pro

tect

s A

gain

st N

ew a

nd

Emer

ging

Type

s of

AP

Frau

d an

d Ri

sk

Tony

Ela

m, S

hare

d

Serv

ices

Man

ager

, Se

rvic

e Pa

yabl

es,

Car

Max

Host

ed b

y:

P2P

Tran

sfor

mat

ion:

Ho

w to

Mak

e it

Easie

r an

d M

easu

re S

ucce

ssBr

yce

Berg

, VP

of

Busin

ess S

ervi

ces,

Mol

ina

Heal

thca

reHo

sted

by:

Roya

l Mel

bour

ne



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

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

Marc Priestley, Former McClaren F1 Pit Crew

5:30PM SSON Excellence AwardsAward #3: Excellence in Process Improvement

Award #4: Excellence in Innovation Practitioner of the Year

Hosted by:

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

Diana Tremblay, VP, GBS, General Motors

6:30PM SSOW Exhibit Hall Reception

Main Conference Day Three Thursday, March 10th, 2016

3:10PM Top 10 Track Takeaways and Surveys

3:25PM 5 minutes to move to General Session

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

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

1:50PM

2:30PM

OR

8:15AM Registration Opens

8:45AM SSON Opening Remarks

8:50AM Chairman’s Recap Brad DeMent, Partner, ScottMadden

9:00AM From Expense to Revenue – Make the Jump to a Revenue Generating Shared Services Organization Lee Coulter, CEO, Ascension Health Shared Services

9:40AM North America Shared Services & Outsourcing Landscape Visual Analytics Navigation by DART Barbara Hodge, Editor, SSON

10:00AM PANEL: Back to Basics – How Do We Really DO This Stuff? Moderator: Chris Piazza, SVP, Enterprise Financial Services, Warner Bros. Entertainment Graham Russell, BPO Director, WPP John Gregory, Global Finance Lead, Global Business Services, Kellogg’s Bob VanDeVeire, Corporate Controller, Ports America

10:40AM Networking Break

11:10AM Leverage Typical Shared Services Competencies and Then Elevate to Ground Zero to Push Value for the Org – Shared Services 2.0 Piyush Gupta, Sr. EVP, Business Transformation, Head of Shared Services, Reliance

11:10AM Shared Services in the Federal Government: Getting the Lay of the Land Beth Angerman, Executive Director, Unifi ed Shared Services Management, GSA

11:50AM Interactive Discussion Groups, Part II Please see attached sheet for IDG descriptions12:50PM Industry Vertical Networking Lunch and 5 minutes to Move to Functional Transformation Tracks


National Ballroom CD National Ballroom CD












International III

Osceola Ballroom AB

How Ports America Certifi es its Balance Sheet & Reconciliations in a Shared Services EnvironmentBob VanDeVeire, Corporate ControllerPorts AmericaHosted by:

How GBS Turns the Page to a Next Era of Sourcing as the Cloud Rolls OnRosa Akhtarkhavari, CIOCity of OrlandoThomas Schroeder IIIStrategy Lead, FinancialsAon HewittHosted by:

Smart Automation at Citi: How Robotic and Cognitive Automation Are Improving the Effi ciency of Citi’s Enterprise Supply Chain Dona Linthicum, Head, Enterprise Supply Chain Systems, CitiHosted by:

Maintain Tight Governance and Controls within a Multifunctional OrganizationSharon Mirabelle, VP, Shared Services,McCormick Shared Services (MSS), McCormick & Co. Inc.

Is Your Head in the Cloud? Lessons Learned from An Early AdopterShawn O’Connor, Vice President Global HR Operations, Applied Materials

Roadmap to Success inProcurement/Sourcingand AP Unifi cationDale Ridge, Vice President EFS Global Procure to Pay, Warner Bros.

Case Study: Deploying an RPA solution at scale at AT&TAnkur Kothari, CRO and Co-founder, Automation Anywhere

Todd Lohr, Principal, U.S. Transformation Enablement Leader, KPMG LLP

Dhruval Shah, Director, Robotics, AT&T

CASE STUDY: How to Pilot a Shared Services Organization with the Procurement FunctionRudy Gabrielson, Chief Procurement Offi cer, University of Maine System

FINANCE & ACCOUNTING

TRANSFORMATION

HR TRANSFORMATION

MULTI-FUNCTION TRANSFORMATION

P2P MASTER CLASS RPA MASTER CLASS

International Ballroom I International Ballroom II International Ballroom III

Session 4: Getting over Obstacles – Real World Panel Discussion About Moving Beyond Level 3Hosted by:

Session 5: Reaching the Pinnacle – How Do you Measure Success and Advance Your Business?

GBS EVOLUTIONS ROOM

St. AndrewsRoyal Melbourne Royal Dublin


Workshop Half Day · @ssoweek | @ssonetwork | #SSOWeek 3 FINANCE & ACCOUNTING TRANSFORMATION HR...

Documents

Transcript of Workshop Half Day · @ssoweek | @ssonetwork | #SSOWeek 3 FINANCE & ACCOUNTING TRANSFORMATION HR...