Jonathan Luk

Partner ScottMadden

Pre-Conference Workshops, Monday, June 2, 2025

10:00 AM WORKSHOP A: Leading Your Organization Through the Shared Services Journey and Avoiding Pitfalls

Critical to the success of a new or growing shared services operation is a clear strategy, an understanding of where activities should be placed in the model, a detailed business case, a phased implementation approach, and a focus on change management. This workshop will dive into the must-haves for shared services success in higher education, how to maximize value during times of economic uncertainty and reduced funding and explore the most common pitfalls to keep you ahead of the curve. During this session, you will learn:

  • Shared services strategic drivers that will attract budget/funding from leadership
  • Critical activities for design, implementation, and stabilization to ensure adoption in higher education
  • Methods to ensure your strategic business advisors possess the right skills and competencies to enable the model
  • Next-generation design concepts, key technologies, and intelligent automation to enhance service
  • Common design and implementation pitfalls and mitigations
  • Practical change management techniques and how to create a culture of collaboration

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

Download The Latest Agenda