DAY 2: Monday, September 14, 2026

Join us for Shared Services and GBS Select 2026

8:00 am - 9:00 am EST Executive Breakfast and Registration

This is an opportunity to review your customized itinerary for the day over morning coffee and connect with a few new faces.

9:00 am - 9:15 am EST Opening Remarks

9:15 am - 10:00 am EST Opening Keynote: Turning GBS into a Measurable Driver of Margin and Growth

 GBS has moved past simple cost-reduction and is now the primary engine for enterprise-wide margin expansion. This session explores how GBS leaders are taking direct accountability for P&L outcomes rather than just managing back-office overhead.

• Learn how to transition from a support function to a strategic partner that actively influences business unit profitability

• Discover strategies for taking ownership of end-to-end global processes to drive measurable top-line growth


10:00 am - 10:30 am 1:1 Business Meetings

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.

10:30 am - 11:00 am 1:1 Business Meetings

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.

10:00 am - 10:30 am Securing the Boardroom Seat—Mastering the Language of Influence

GBS is no longer a hidden department; it is a central pillar for corporate strategy and M&A agility. This roundtable focuses on how to communicate GBS’ success in terms that resonate with the Board and the CEO to secure future investment.

• Techniques for aligning GBS milestones with high-level corporate goals like sustainability and market expansion

• Lessons on building a narrative that shifts the perception of GBS from a cost center to a value creator


10:30 am - 11:00 am Scaling Agentic AI—Moving from Pilot Projects to Sustained ROI

The experimentation phase is over, and the pressure is on to show real-world productivity gains from autonomous agents. We’ll discuss the architecture required to deploy AI that doesn't just suggest work but performs it across complex global workflows.

• Hard-hitting lessons on integrating autonomous agents into existing finance, HR, and IT frameworks

• Frameworks for measuring AI success beyond efficiency, focusing on speed-to-market and error elimination


11:00 am - 11:30 am EST Networking Break

Take a few minutes to refill your coffee before we reconvene for exciting content!

11:30 am - 12:00 pm EST Rethinking the Sourcing Ecosystem: Building "Value-as-a-Service" Partnerships

Amit Yadav - Vice President, Global Business Services, Henry Schein

Traditional BPO contracts are becoming obsolete in a world where AI and data ownership are paramount. This session opens a discussion on restructuring vendor relationships to focus on shared risks and high-impact business outcomes.

• Methods for shifting from headcount-based billing to outcome-based contracts that incentivize service provider innovation

• Strategies for maintaining data control and agility while leveraging third-party scale in a volatile market


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Amit Yadav

Vice President, Global Business Services
Henry Schein

12:00 pm - 12:30 pm 1:1 Business Meetings

12:30 pm - 1:00 pm 1:1 Business Meetings

12:00 pm - 12:30 pm Part 1: Beyond Benchmarking: Measuring the "Return on Value" (ROV)
Candace Dingmann - COO, Lifepoint Business Services, LifePoint Health

Traditional KPIs like "cost per invoice" fail to capture the true strategic impact of a mature, tech-enabled GBS organization. This session focuses on defining and tracking high-impact metrics that reflect your contribution to enterprise risk mitigation and business agility.

• Shifting from operational SLAs to "Business Value Metrics" that resonate with the CFO and business unit leaders

• Developing real-time dashboards that demonstrate the role of GBS in optimizing working capital and cash flow

Candace Dingmann, COO, Lifepoint Health


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Candace Dingmann

COO, Lifepoint Business Services
LifePoint Health

12:30 pm - 1:00 pm Part 2: Beyond Benchmarking: Measuring the "Return on Value" (ROV)
Candace Dingmann - COO, Lifepoint Business Services, LifePoint Health

Traditional KPIs like "cost per invoice" fail to capture the true strategic impact of a mature, tech-enabled GBS organization. This session focuses on defining and tracking high-impact metrics that reflect your contribution to enterprise risk mitigation and business agility.

• Shifting from operational SLAs to "Business Value Metrics" that resonate with the CFO and business unit leaders

• Developing real-time dashboards that demonstrate the role of GBS in optimizing working capital and cash flow


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Candace Dingmann

COO, Lifepoint Business Services
LifePoint Health

1:00 pm - 2:00 pm EST Executive Lunch

Join peers for a sit-down lunch to mingle with new connections!

2:00 pm - 2:45 pm EST Panel: The 2027 GBS Workforce—Transitioning from Processors to Consultants

Richard Payne - Director, Finance Shared Services, Apogee Enterprises

As automation absorbs the transactional layer, your remaining talent must shift toward high-value problem solving and internal consultancy. We’ll look at the specific skill sets needed to manage a hybrid human-digital workforce effectively.

• New models for skills-based career paths that prioritize strategic thinking and data storytelling over process adherence

• Approaches to leadership that foster agility and curiosity in a tech-saturated GBS environment

Panelists:

Richard Payne, Senior Director Finance and Procurement Services, Apogee Enterprises


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Richard Payne

Director, Finance Shared Services
Apogee Enterprises

2:45 pm - 3:15 pm 1:1 Business Meetings

Take a few minutes to stretch your legs – but don’t go too far! One final session will be starting shortly.

2:45 pm - 3:15 pm Building Change-Ready Teams: Turning Disruption into a Strategic Advantage
Patrick McClain - Executive Director, HR Shared Services, University of California, San Francisco

In a world of continuous disruption - driven by technology, market shifts, and evolving organizational priorities - leaders must ensure their teams are not just resilient but strategically agile. This session explores how to equip management teams to anticipate change, reduce fatigue, and sustain operational performance at scale.

• Develop leaders and teams with the capabilities, structures, and mindset to thrive in constant change

• Drive engagement, performance, and organizational resilience while minimizing disruption-related fatigue


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Patrick McClain

Executive Director, HR Shared Services
University of California, San Francisco

3:15 pm - 3:45 pm 1:1 Business Meetings


3:15 pm - 3:45 pm Bring your Own Challenge

Take time to engage with peers and new connections to dive into the challenges on your plate. Benchmark and share experiences in small groups to move the needle on your projects and take away action items to inspire the next steps for your organization.


3:45 pm - 4:15 pm EST Networking Break

4:15 pm - 4:45 pm 1:1 Business Meetings

4:15 pm - 4:45 pm Managing Third-Party Risk in an Interconnected Digital Ecosystem
Craig Ward - VP/Controller, Lakeside Book Company

As GBS relies more on a complex web of providers and specialized partners, the "surface area" for enterprise risk has expanded significantly. This discussion focuses on centralizing vendor risk management to protect the organization from supply chain disruptions and data breaches.

• Frameworks for real-time monitoring of third-party compliance, security posture, and financial stability

• Strategies for building "resilient-by-design" vendor ecosystems that can withstand global infrastructure failures


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Craig Ward

VP/Controller
Lakeside Book Company

4:45 pm - 5:15 pm EST Closing Session: GBS as the Custodian of Data-Driven Agility

GBS sits on the most valuable data in the enterprise, yet much of it remains underutilized. This session covers how to turn that data into "Decision Intelligence" that allows your enterprise to pivot faster than the competition.

• How to bridge the gap between raw data and actionable insights that drive executive-level decision-making

• Leveraging GBS data to identify and mitigate enterprise risks before they impact the bottom line


5:15 pm - 6:15 pm EST Reception