Shared Services & GBS Select
March 24 - 25, 2025
Orlando, FL
Orlando, FL
Main Conference Day 1 - Monday, March 25, 2024
11:00 am - 11:30 am
EST
Sponsor Orientation
11:00 am - 11:30 am
EST
Welcome Orientation
Take this time to register, review your personalized agenda, and look through your peer-to-peer recommendations.
11:30 am - 1:00 pm
Networking Luncheon
Meet with executives over lunch to begin your networking experience and prepare for sessions of the day.
12:30 pm - 1:00 pm
1:1 Business Meetings
1:00 pm - 1:15 pm
EST
Welcome & Opening Remarks
1:15 pm - 2:00 pm
EST
Master Class: Building Shared Services & GBS of the Future – Lifecycle Management Best Practices to Level Up your Shared Services
Angela Seelig Hale -
Vice President, Shared Services,
Modivcare
Anurag Chaturvedi - Vice President, Operations Strategy and Transformation, Kyndryl
Whether your shared services are new or emerging, fully operational, mature or advanced, there is always room for improvement to transition to the next level. Lifecycle management can help you understand the evolution of your organization based on performance, workforce longevity and process/IT maturity. Together, we will discuss best practices to create a strategy that advances your model and helps you achieve your future business goals.
· Level set on what the future of shared services look like
· Discuss examples and frameworks on how to create long term goals
· Explore tools and business analytics that can help measure your progress
· Uncover the link between maturity and smarter investment decisions
· Discuss the role of Automation and AI to create better, faster, smarter processes
· Assess strategies to reach next level of maturity focusing on scope expansion, process standardization and improvement, technology, governance models, partnering and customer experience
· Hear stories of success with actionable takeaways to bring back to your organization
2:00 pm - 2:45 pm
EST
Panel Discussion: Lead Transformation Initiatives to Scale and Achieve Operational Excellence
Srini Cherukumilli -
Head of Global Business Services,
Tropicana Brands Group
Kelli Fly - Senior Vice President, Global Client Accounting Shared Services, Newmark
Anupam Govil - Global Head of Strategic Sales and Partnerships and Managing Partner, Avasant
Kieran Stack - Head of Shared Services & Insurance Operations, Digital Client Solutions, Aon
The market is still driven by a need for business process automation and digital transformation within shared service centers to create scalable efficiencies. Companies are identifying the importance of using shared services to accelerate enterprise digitalization across the board (including optimization of AI and RPA, use of ChatGPT, data analytics etc.) and gain operational insights to improve efficiencies, effectiveness, and customer satisfaction. Join leaders to hear their transformation journeys, lessons learned and practical takeaways to optimize their operating models through automation.
2:45 pm - 3:00 pm
EST
Afternoon Recharge
Take a few minutes to stretch and refuel while you prepare to engage in interactive challenge rounds or 1:1 Business Meetings.
This is an opportunity to select some common challenges that you would like to collaborate with your peers on. In groups of roundtables, we will discuss and explore ideas and areas of opportunities.
*Preregister for Your Challenge Rounds
CHALLENGE ROUNDTABLES
3:00 pm - 3:30 pm Create a Pleasure to Pay Environment through Exceptional Customer Service Experience Jose Zamora - Vice President, Financial Shared Services, XPO LogisticsDiscuss how to fully optimize payment portals for collections and hear a success story of how XPO Logistics tripled the number of customers paying online through creating an elevated customer experience.
CHALLENGE ROUNDTABLES
3:30 pm - 4:00 pm Solutions for Leading Successful Offshore Teams Anurag Chaturvedi - Vice President, Operations Strategy and Transformation, KyndrylActively managing your team when outsourcing can eliminate fragmented processes. Overcome challenges of transferring culture as an extension of your brand and take away successful strategies to effectively manage your global team.
CHALLENGE ROUNDTABLES
4:00 pm - 4:30 pm Advancing Cross-Functional Unity with Intelligent Automation Gwyn Roberts - Director, Strategic Alliances, BlacklineTom Bangemann - Head of Data, Development & Research, SSON Research & Analytics
In the ever-evolving business ecosystem, fostering collaboration across departments is a critical component of organizational triumph. The emergence of intelligent automation presents transformative prospects to fortify cross-functional partnerships and optimize operational processes. Discover how this synergy can be harnessed to drive efficiency and innovation within your shared services environment.
CHALLENGE ROUNDTABLES
4:30 pm - 5:00 pm The State of GenAI: Modern Use Cases in Accounting and Operations Andrew Antos - CEO and Co-Founder, KlarityDelve into the evolving landscape of Generative Artificial Intelligence (GenAI) and its profound impact on accounting and operational workflows. Gain insight to the transformation of GenAI from its inception to current state, exploring its applications then versus now. Hear valuable best practices on how to effectively integrate the latest GenAI advancements into daily operations and offer practical guidance on leveraging automation to streamline processes and drive efficiency. Together, we will engage in a candid discussion on the current state and future prospects of GenAI in accounting and operations.
A series of 30-minute consultative meetings with service providers that can help provide insights and value to your roadmaps, strategies, and plans for the quarters to come: based on mutual availability and personal preference.
1:1 Business Meetings
3:00 pm - 3:30 pm 1:1 Business Meetings1:1 Business Meetings
3:30 pm - 4:00 pm 1:1 Business Meetings1:1 Business Meetings
4:00 pm - 4:30 pm 1:1 Business Meetings1:1 Business Meetings
4:30 pm - 5:00 pm 1:1 Business Meetings
5:00 pm - 5:30 pm
EST
Benchmarking Session: Responding to and Evaluating Organizational Restructuring in The Great Re-Shuffle
Carl Honig -
Director, Financial Shared Services,
Northrup Grumman
Many companies are responding to market shifts with layoffs, reorganization and restructuring of their shared services models. This is greatly impacting the workforce structure and distribution of resources, as well as changing how those services are delivered, putting an emphasis on value-led tasks. Hear how executives are responding to these shifts within their Shared Services & GBS.
· Hear effective organizational structures and operating models to align resources and optimize transformation journeys
· Assess how new business priorities and cost-saving measures impact organizational structures
· Uncover opportunities to increase productivity and satisfaction with tweaked structures
