29 June - 01 July, 2020 | Digital Conference


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
  • Free up working capital quickly! 
  • 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

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)
Transformation Takes Time But Data & Analytics Is Needed NOW!
Almost every company has embarked on a finance transformation journey. One common objective is to digitize finance activities including data & analytics which is served by SSO’s. The business demands are tremendously high and the transformation objectives are set very ambitiously. Having said that, transformation doesn’t happen instantly and a lot of homework needs to be done to reach this objective. In SSON’s annual state of the industry survey 59% of respondents indicated their data analytics is at a ‘basic’ stage and more than 73% indicated they are not yet ‘data-ready’ to support self-service and real-time analytics. Many organizations launched analytics as a capability without an overarching change-management strategy.

How has Coty faced reality? What choices has it made to set SSO for success while still meeting business needs on data & analytics? What are the interim steps in the transformation journey for successful change management?

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)
GBS.NXT – Evolving Finance GBS In The Post Covid World
The GBS organisation had to morph rapidly to manage the COIVD-19 pandemic. Most of them pivoted from the focus on process improvement to leaning on process resilience e.g.; ensuring a smooth quarter-end or year-end close, paying vendors on time and managing collections.  Given that, according to medical experts, COIVD-19 is here to stay in some form , how will the “New Normal” look?  How will GBS organisations adopt to the three speed recovery ( a V shape recovery for technology industry, U shape for manufacturing and a L shaped recovery for travel, hospitality & Energy industries).  Join us for this session to hear senior practitioners share their experiences and insights on GBS.NXT 

Rizwan Malik, CFO, Markem-Imaje
Vinay Gopal Rao- VP & Strategic Business Practice Head - F&A, Infosys BPM
Prasanth Nair - Global Practice Engagement leader, F&A and GBS Services, Infosys BPM 
0900 - 0945 US ET   (1300-1345 GMT / 1400-1445 BST / 1500-1545 CEST)
Accelerating Finance Transformation with Trends & Benchmarks
Shared Services and Global Business Services are set to double down on finance digitization to reach new heights in service delivery. During this session, attendees will learn about these trends along with the latest key metrics available for benchmarking across Finance SSOs globally. Learn how you stack up against the Top 20 Admired SSOs, how to create your personalised benchmarking report and how to access the cost of centre operations, talent availability and salary across 3800 locations.

Naomi Secor, Global Managing Director, SSON
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)
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 
    Chairperson's Conference Closing Remarks
    Join in as our Chairperson shares key takeaways and highlights from the conference

    Jill Barnes

    Jill Barnes

    Sr. Manager AR & Treasury Operations

    Ardent Mills

    David  DeFreitas

    David DeFreitas

    Group CFO - Corporate Services

    Caterpillar, Inc.

    Joachim Hermansson

    Joachim Hermansson

    Senior Director Fintech Success


    Kadir Karaman

    Kadir Karaman

    Vice President, Finance Transformation


    Vandana Khanna

    Vandana Khanna

    Director, Finance Transformation


    Craig Libby

    Craig Libby

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


    Rizwan Malik

    Rizwan Malik



    Ken Mertzel

    Ken Mertzel

    Global Industry Leader Financial Services

    Automation Anywhere

    Prasanth Nair

    Prasanth Nair

    Global Practice Engagement leader, F&A and GBS Services

    Infosys BPM

    Vinay G Rao

    Vinay G Rao

    VP & Strategic Business Practice Head - F&A

    Infosys BPM

    Craig Simpkins

    Craig Simpkins

    Director Finance Integration & Transformation - Global Products

    Johnson Controls

    AJ Wijesinghe

    AJ Wijesinghe

    Vice President of Shared Services

    Univar Solutions

    Naomi Secor

    Naomi Secor

    Global Managing Director

    Shared Services & Outsourcing Network (SSON)

    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.