Courtney Jackson

Partner ScottMadden

Main Day One: Wednesday, September 16, 2026

9:30 AM WORKSHOP A: Leading Your Organization Through the Shared Services Journey and Avoiding Pitfalls

Shared services remains a key strategy to help institutions reduce administrative burden, improve service delivery, and better align resources to the academic mission. Critical to the success of a new or evolving shared services operation is a clear strategy, the right operating model, enabling technology, a phased implementation approach, and a strong focus on change management.

This workshop will explore the critical success factors for shared services transformation in higher education, including how institutions are leveraging technology and automation to improve efficiency and enhance the stakeholder experience. The session will also highlight common design and implementation pitfalls, along with practical lessons learned to help institutions maximize value and sustain results.

During this session, you will learn:

Shared services strategic drivers and value propositions that resonate with university leadership
Critical activities for design, implementation, and stabilization to ensure adoption and long-term success
Methods to align governance, talent, and service delivery capabilities to support the operating model
Next-generation technologies intelligent automation/AI approaches transforming higher education shared services
Common design and implementation pitfalls and practical mitigation strategies
Effective change management techniques to drive collaboration, adoption, and stakeholder engagement

Check out the incredible speaker line-up to see who will be joining Courtney.

Download The Latest Agenda

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