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In the face of the greatest global economic crisis in decades, the importance of visionary financial leadership is at its peak. Shared Services is in a desirable position to be sought out for expertise and guidance on ways to manage working capital and improve cash flows.  Delivering on these expectations requires a significant transformation from a finance transaction factory to a value-adding analytical advisory partner.  

Conference attendees will gain insights from industry peers on:

  • Creating finance value thru integrated, end-to-end automation
  • Significance of being data ready and talent enabled to deliver advanced analytics
  • Shifting to a value chain leadership focus
  • How COVID is changing finance priorities
Brand New Focus Day! COVID-19 - Exploring the Priorities Emerging Among Companies' Financial Leaders

Featuring World Class Finance Transformation Journeys

Why Finance Transformation Digital is THE Place to Be

Access From Anywhere

No travel needed! Finance Shared Services and GBS experts deliver cutting-edge content on the virtual stage! Enjoy best practices from the comfort of your remote workspace.

Blueprint Your Finance Transformation Journey from A-Z 

Elevate the performance of your E2E processes, plan and execute finance digital transformation, gain CFO perspectives on managing during a crisis and improve the efficiency and collaboration of your remote finance teams.

Engaging Live Q&A & Digital Gift Bag Giveaways! 

Facilitated live Q&A with every session! Digital giveaways throughout the event! Stay engaged and be rewarded with extra content pieces and discounts to future in-person conferences.

Over 800+ virtual attendees! We're all in this together 

Keybank, Caterpillar, Eli Lilly and many more beloved brands share their secrets to finance transformation. Leading tech providers share customer stories and offer a refresh on how to maximize automation investments and protect against remote challenges.

Day One - Monday, 29 June

APAC Opening (29 June APAC / 28 June US ET Evening)

1000 – 1045 SGT (2200 - 2245 US ET - 28 June)
Transforming Finance with Intelligent Automation
Over 50% of manual financial processes are likely to be automated in the next few years. Robotic Process Automation (RPA) is a critical tool to help companies automate manual repetitive activities, access unstructured data, and quickly deliver error-free results.

Automation Anywhere, the leading provider of RPA and cognitive intelligence solutions, will offer insights on how Finance organizations are using RPA and machine learning to transform the finance and accounting function.

During this session, we will discuss:

  • Robotic Process Automation vision and benefits
  • Use case examples demonstrating how companies have applied RPA in Finance
  • Three key success factors to implementing RPA
Presenter: Ken Mertzel, Global Industry Leader for Financial Services, Automation Anywhere
1100 – 1145 SGT (2300 – 2345 US ET - 28 June Sunday PM)  ** SSON Top 20 Most Admired SSO**
Lilly’s P(squared) Strategy to Make Transformation Sustainable
Shared Services Organisations approach transformation from multiple approaches.  Just like the age old debate of which comes first, the chicken or the egg, so has the debate occurred regarding lift-n-shift vs optimize and move.   While each has its merits, one essential element that rings true is whether or not the approach taken is sustainable for long-term transformation.   Lilly’s approach is founded on two P’s – patients and people.
Drawing about many years of large-scale transformation for global multi-national enterprise, Delia will share her guidance and considerations to transformations that stick including:
  • Starts with a people strategy dependent on engaging team members directly involved in the processes
  • The need fundamentally change the mindset, not just turn on a button
  • Benefits of embedding talent and building vast experience, as you’ll need them for the next transformation
 Presenter:  Delia Dragon, COO Global Business Solutions Kuala Lumpur and Associate Director – Order to Cash, Eli Lilly Asia Pacific 

Americas / EMEA Opening
0900 – 0945 US ET (1300-1345 GMT / 1400-1445 BST / 1500-1545 CEST)
In Turbulent times - Cash is King!
Cash is king, yet the way cash is distributed through supply chains currently is unequal and unfair, creating a situation where everybody loses. Now is the time to break free from the status quo and create a better way to distribute finance through supply chains that deliver benefit to all.
Discover strategies to generate cash and aide finance by:
  • Freeing up working capital quickly
  • Keeping sellers solvent in difficult times by offering fast access to cash at low rates
  • Mitigating supply-chain disruption by digitally collaborating with your sellers
Joachim Hermansson, Senior Director Global FinTech Success, Tradeshift

1000 – 1045 US ET (1400-1445 GMT / 1500-1545 BST / 1600-1645 CEST)
Transforming Finance through Better Business Partnering 
Presenter:  Kadir Karaman, Vice President Finance Transformation, Coty

1100 – 1145 US ET (1500-1545 GMT / 1600-1645 BST / 1700-1745 CEST)
Ardent Mills: 5C A/R Action Plan to Tackle the COVID Impact
In the current economic climate, safeguarding working capital through an increased focus on DSO reduction and receivables management is a top CFO directive for every order to cash leader.  Join this session to learn Ardent Mills is pivoting its receivables strategy to control past-due receivables and minimize bad-debt at a time when cash is king.

Jill Barnes, Senior Manager for A/R and Treasury Operations will walk you through frameworks and advice for cross-team collaboration in a remote-work environment, strategic credit policy adjustments to mitigate risk and execution-level changes in collections, dunning and cash application processes.
Key Takeaways:
  • Ardent Mills’ customer communication and escalations framework for dunning and collections
  • Then vs. Now - credit risk and receivables metrics that are more relevant today than they were a month ago
  • Leadership expectations from the credit, collections, and cash application teams today
  • Role of automation and AI in ensuring visibility and control over your receivables
Presenter: Jill Barnes, Sr. Manager AR & Treasury Operations, Ardent Mills
Brought to you by:  HighRadius

1200 – 1245 US ET (1600-1645 GMT / 1700-1745 BST / 1800-1845 CEST)
Shifting the Leadership Paradigm – Value Chain Focus vs Counting Direct Report
As we close the books at the end of the quarter the world will be facing one of the greatest economic shakeups experienced in decades. Coming out of a period of significant disruption will require leadership with a new look. Leaving behind a personal valuation based on the number of people in your remit and changing status quo to a concentration on the greater good for the organization.  

Become a catalyst for the future by considering:
  • Mindset necessary for a finance leader of the future
  • How to avoid a ‘tragedy of the commons’ situation to focus on the common good
Presenter:  Craig Libby, Head of Enterprise Third Party Risk Management - Data Analytics, Report and Quality Monitoring (retired), USAA

Day Two - Tuesday, 30 June  

0800 – 0845 US ET (1200-1245 GMT / 1300-1345 BST / 1400-1445 CEST)
The New Normal In Finance Operations Post Covid-19
Reserved for Infosys BPM
0900 - 0945 US ET   (1300-1345 GMT / 1400-1445 BST / 1500-1545 CEST)
Stress Testing Your F&A Processes - Augmentation through Outsourcing
Does invoking BCP invoke visions of facing insurmountable exception queues?  Has alternate working situations highlighted gaps between your human and digital assistant processes.  Automation may not be the only answer to getting through spikes in workloads and the turbulent business cycles being faced globally.

Examine how outsourcing can provide:
  • Flexibility in staff augmentation in roller coaster business cycles
  • Support during BCP execution
  • A means to keep the lights on while teams escalate automation plans 
Presenter:  TBD
1000 - 1045 US ET (1400-1445 GMT / 1500-1545 BST / 1600-1645 CEST)
RPA plus AI: Steps to Cognitive Automation Success
Advancing the automation continuum is on the agenda for many organizations in 2020.  Respondents to SSON’s annual survey indicated the top 3 intelligent automation tools their organizations are planning to integrate are intelligent chat bots, artificial intelligence and OCR/machine vision.  Successful cognitive automation is dependent on construction of a roadmap that includes technology evaluation, implementation standards, management & operations procedures and optimizing & scaling planning.   

Construct your cognitive automation strategy by:
  • Identifying the elements of problems best suited for RPA vs AI
  • Evaluating RPA adoption results as an input to AI planning 
  • Incorporating the needs and inputs from business users, process experts and developers
Presenter:  Vandana Khanna, Director, Finance Transformation, Unilever
1100 - 1145 US ET   (1500-1545 GMT / 1600-1645 BST / 1700-1745 CEST)
Innovating Procure to Pay with Integrated Automation
The automation landscape in the Procure to Pay (P2P) space has expanded greatly with the progression of electronic invoicing, knowledge management, iOCR, automated payables to contract reconciliation and vendor portals.  These solutions now provide a conduit for digitizing work from the start to reduce errors and improve quality throughout the end-to-end process.  This plethora of tools requires fine-tuned orchestration of applications and providers to alleviate disjointed systems resulting in broken hand-offs between applications. 

Innovate your P2P processes by: 
  • Designing seamless integration into your workflow 
  • Developing outcome oriented metrics based on end-to-end results
1:00 - 11:45 US ET
Climbing the Mountain to Data Readiness
Respondents to SSON’s annual survey indicated their second greatest priority for data is to drive more structured data inputs thru conversions including OCR and Computer Vision.  When asked about the current state of their data readiness 59% of survey participants indicated their organizations are at a basic level (primarily descriptive, focused on historic trends, limited to traditional business intelligence tools).  What is holding shared services back from climbing the data mountain?  According to the survey results, it’s the silo mentality in organizations that limited access and sharing.

Reach the top of data readiness by:
  • Training staff in data literacy
  • Putting standardized rules in place for processing data from disparate source and external networks
  • Develop competencies to deliver real time, predictive capabilities for integrated datasets
Presenter:  TBA
Day Three - Wednesday, 1 July  
COVID-19 Focus Day - Exploring the Priorities Emerging Among Companies' Financial Leaders

0900 - 0945 US ET   (1300-1345 GMT / 1400-1445 BST / 1500-1545 CEST)
Panel: Effective Leadership in Times of Crisis
The finance function is facing what is possibly the biggest era of transformation in its history. Process automation, enterprise digitization agenda and an ongoing need to protect assets and manage costs, are putting significant pressure on finance professionals. Coupled with remote working as the new normal, there is added complexity to ensure the right systems and processes are in place to navigate such unexpected change. Attend this session and hear how CFOs and finance leaders need to consider how they should be planning for the future of their function.

AJ Wijesinghe, Vice President of Shared Services, Univar Solutions 
Dave DeFreitas, Controller - North America & CFO Mining & Power Finance, Caterpillar 
    1000 - 1045 US ET (1400-1445 GMT / 1500-1545 BST / 1600-1645 CEST)
    How COVID-19 Has Forced Fortune 500 Companies to Reevaluate Their BCP Strategy  
      • The challenges faced 
      • Lessons Learned 
      • Leveraging findings to guide improvement in SSO/GBS Organizations  
    Presenter:  Craig Simpkins, Director, Finance Integration & Transformation - Global Products, Johnson Controls 

    1100 - 1145 US ET (1500-1545 GMT / 1600-1645 BST / 1700-1745 CEST) 
    Finance Automation as the Silver Bullet of Resiliency
    Yesterday’s BCP principles have, in the face of COVID-19, proven not effective enough for finance organizations operating at the forefront of digital transformation. Finance automation, now, more than ever, must play a key role to reduce dependency on physical locations/humans. During this session, attendees will learn how one company is evolving their current automation landscape to an integrated and connected automation ecosystem.
    Presenter:  TBA
    1145 – 1200 US ET (1545-1600 GMT / 1645-1700 BST / 1745-1800 CEST)                                
    Chairperson's Conference Closing Remarks
    Join in as our Chairperson shares key takeaways and highlights from the conference

    Vandana Khanna

    Vandana Khanna

    Director, Finance Transformation


    Jill Barnes

    Jill Barnes

    Sr. Manager AR & Treasury Operations

    Ardent Mills

    David  DeFreitas

    David DeFreitas

    Group CFO - Corporate Services

    Caterpillar, Inc.

    Delia Dragon

    Delia Dragon

    COO Global Business Solutions Kuala Lumpur and Associate Director – Order to Cash

    Eli Lilly Asia Pacific

    Ken Mertzel

    Ken Mertzel

    Global Industry Leader Financial Services

    Automation Anywhere

    AJ Wijesinghe

    AJ Wijesinghe

    Vice President of Shared Services

    Univar Solutions

    Craig Simpkins

    Craig Simpkins

    Director Finance Integration & Transformation - Global Products

    Johnson Controls

    Craig Libby

    Craig Libby

    Formerly Head of Enterprise Third Party Risk Management Data Analytics, Reporting and Quality Monitoring


    Joachim Hermansson

    Joachim Hermansson

    Senior Director Fintech Success


    Kadir Karaman

    Kadir Karaman

    Vice President, Finance Transformation


    How do I join the online conference?

    Register above using the form and your login will be emailed to you a week before the event. Your session access links and final agenda will be emailed to you one week prior to the conference.

    How much does it cost to attend?

    The Finance Transformation Digital Summit is completely free to attend.

    Where is it located?

    This is an online conference, which means that it can be accessed anywhere in the world through a desktop, laptop, mobile device or tablet.  Audio and presentation viewing is accessed through an internet connection.

    Can I access the slides post-event?

    All presentations will be available after the conference via the on-demand recording link.   When presenters have also approved for their slides to be available for download they will be made available in the Resource List folder inside the session and also in the digital gift bag post-event.