Shared Services & GBS Select
September 16 - 17, 2024
| Houston, TX
DAY 1: Monday, September 16, 2024
10:30 am - 11:30 am
EST
Registration & Orientation
11:30 am - 12:30 pm
EST
Networking Lunch
12:30 pm - 12:45 pm
EST
Welcome & Opening Remarks
Carla Sarti -
Former Vice President Global Business Services,
Lear Corporation
12:45 pm - 1:30 pm
EST
Opening Panel: Reimagine Operating Models to Maintain Margins through People, Process and Technology
Mindie Fischer -
Senior Vice President, Operations Enablement and Automation,
US Bank
With the evolving business landscape and rise of digital transformation, organizations are transforming the way they do work. By leveraging the power of advanced technologies, building a future proof workforce and optimizing activities for maximum effectiveness, leaders can do more with less to fuel the business.
- Cashflow is King! Discuss the importance of cost management in today’s landscape and ways to create additional working capital
- Hear how automation, AI, cloud, and a culture of continuous learning and improvement can streamline and increase efficiencies, while reducing costs
- Unlock upskilling techniques to bolster your workforce, create an action plan to fill roles with your existing resources and boost engagement through career development
1:15 pm - 2:00 pm
EST
Panel: Prioritize Better Business Partnering and Data-Driven Decision Making to Grow Value and Business Success
Olga Thelliyankal -
Senior Vice President, GBS, Finance Operations,
Mastercard
To further transform Shared Services/GBS, leaders are strategically focusing on maintaining and creating more value (and visibility) for their organizations. To accomplish this, teams are becoming more capable, as opposed to transactional, and focusing on partnering with the business to align their initiatives for a more holistic approach.
- Consider strategic opportunities to increase Shared Services value including scope expansion, streamlining processes to improve internal performance and sharing meaningful data to improve efficiencies and cash flow
- Align objectives and initiatives with the business and establish KPIs that match to assist in meeting those goals
- Dive into impactful data and insights Shared Services can provide to the business for smarter decision-making and accelerated transformation
- Discover helpful tools and technologies that aid in gathering data and creating insights for tailored solution delivery internally and externally
2:05 pm - 2:30 pm
1:1 Business Meetings
2:35 pm - 3:00 pm
1:1 Business Meetings
2:05 pm - 2:30 pm
Challenge Round: Create an Incubator for Talent –Training and Development Plans to Upskill Employees for Appropriate Skillsets
Roxann Erxleben -
Global Head of Business Services,
RTX
With attrition rates continuing to rise, leaders are looking internally to develop their workforce to align with the skills, roles and tools needed to meet the goals of the future for the business. What skills do you need to upskill for? What programs are aiding this development? Do you need to create new roles? Join peers to discuss upskilling best practices, challenges and strategies to create a competent, engaged and productive workforce.
Roxann Erxleben
Global Head of Business ServicesRTX
2:35 pm - 3:00 pm
Challenge Round: BPO Yes or No?
With the evolution of outsourcing and the current economic climate, the debate of whether or not to utilize a BPO is top of mind. Different solutions work for different organizations, join peers to discuss why using a BPO does or doesn’t work for their shared services. Hear considerations for working in house, resources management concerns, and efficiencies offered by both BPO or in-house services.
3:00 pm - 3:30 pm
EST
Networking Break
3:30 pm - 3:55 pm
1:1 Business Meetings
4:00 pm - 4:25 pm
1:1 Business Meetings
3:30 pm - 3:55 pm
Challenge Round: Leveraging Data Reporting and Analytics for Better Business Insights
Jennifer Kruman -
Executive Director, Business Intelligence and Operational Excellence Lead,
The Estee Lauder Companies
Leaders are looking for different ways to look at data (in different business situations) without spending tons of time. Gathering data to report on organizational health and trends give better insights into processes within the business. Providing these insights and key metrics to the business helps drive organizational performance by improving processes, costs, and efficiencies. This could include automation, generative insights or data collection tools to help the organization make smarter decisions. Discover optimal structure for data, streamlined reporting strategies and tools to enhance data insights across the enterprise.
Jennifer Kruman
Executive Director, Business Intelligence and Operational Excellence LeadThe Estee Lauder Companies
4:00 pm - 4:25 pm
Challenge Round: Explore Business Process Management for Seamless Service Delivery
Creating a seamless service and experience is a reoccurring theme. Exploring BPM tools to connect processes and other tools in an end-to-end fashion helps to create an optimal journey. Hear ways to eliminate bottlenecks and better understand the capabilities of BPM tools for a variety of functional areas.
4:30 pm - 5:00 pm
EST
Benchmarking Session: Exploring Generative AI Opportunities within GBS to Create Strategic Advantage and Support Transformation
Generative AI and AI are making a strong entry into the business landscape with its ability to create greater and more scalable results in different areas. Understanding the impact of Gen AI on GBS/ Shared Services is becoming more of a focus for leaders. Address some of the most pressing organizational needs and unlock optimized solutions at scale for the enterprise to optimize productivity.
- Unpack how Gen AI can bring creativity and innovation into the GBS portfolio and providing inputs for smarter decision making
- Discuss how Gen AI can transform into a strategic partner in the data race by implementing a digital first agenda that prioritizes a seamless experience
- Understand risks and challenges associated with these technologies
- Hear the ‘why’ behind why GBS is the perfect partner to support Gen AI within transformations
5:00 pm - 6:00 pm
EST
Networking Reception
Finish the day with a drink and refreshments, while mingling with peers and connecting on the insights of the day!
