Main Day Two, Wednesday, 18, September, 2024

Check out the Event Guide for a complete overview of the event.

Big Idea Stage

8:00 am - 8:45 am Breakfast and Networking

8:50 am - 9:00 am SSOW/Chairperson's Opening

Brad DeMent - Partner, SCOTTMADDEN
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Brad DeMent

Partner
SCOTTMADDEN

9:00 am - 9:30 am The Human Element: Fostering Curiosity and Continuous Learning in the Age of Technology

Balroop Grewal - Senior Vice President Operations, Flex

You can get the greatest technology, but the success of shared services relies on humans. Discover how to create a culture of curiosity and perpetual learning for sustained innovation.

·        Prioritize employee development initiatives to cultivate a culture of continuous learning and skill enhancement.

·        Create platforms for knowledge sharing and cross-functional collaboration to harness collective intelligence and foster innovation.

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Balroop Grewal

Senior Vice President Operations
Flex

Gen AI isn’t a simple plug and play solution. In this panel, discover how to educate your employees and make AI less scary. Topics that will be covered include how to:


·      Build an innovation culture and develop dashboards to measure learning

·      Develop a culture of adaptability and continuous learning to embrace evolving market demands and opportunities

·      Employ Gen AI and produce more value for your customers and employees

·      Provide AI training and continue your upskilling journey

 

Panelists:

Samir Bagri, VP, Transformation, CBRE

Eric Harding, Global Employee Central Director, PayPal

Milan McGraw, Head of Generative AI & Machine Learning, Amazon Web Services

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Samir Bagri

VP, Transformation
CBRE

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Eric Harding

Director, Global Employee Central
PayPal

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Milan McGraw

Head of Generative AI & Machine Learning
Amazon Web Services

10:10 am - 10:30 am SSON Research & Analytics Presents the 2024 State of the Shared Services & GBS Industry Survey

The shared services model is not only in growth mode, but also increasingly shifting towards “Global Business Services” – the most effective means to achieving end-to-end process integration. Presented by SSON Research & Analytics, this data-rich session will:

 

·        Highlight the tremendous expansion in service in modern shared services

·        Recognize the capabilities that allow the model to shift from administration to core business support

·        Discuss advances in data, automation and AI

·        Review the most disruptive trends that taking our industry to the next level of value creation

10:30 am - 11:10 am Networking Break and Demo Drive

11:10 am - 12:40 pm Peer-to-Peer Interactive Discussion Groups - Select 2 topics

Break into IDGs – 2 IDGs @ 40 minutes each 10:50 – 11:30 am and 11:40 – 12:20 pm

Group 3

IDG 1

10:50 am - 12:20 pm Streamlining Order-to-Cash: Improving End-to-End Efficiency for Accelerated Cash Flow
Bill North - VP, Sales, Sidetrade


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Bill North

VP, Sales
Sidetrade

IDG 2

10:50 am - 12:20 pm Automate the Capture and Processing of Supplier Invoices into Oracle
Jason Howard - Sales Director, Arcivate


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Jason Howard

Sales Director
Arcivate

IDG 3

10:50 am - 12:20 pm Criticality of Sustainability and Regulatory & Compliance in Modern Day Supply Chain
Jonathon Chen - Business Leader, Supply Chain Services, Neo Tangent
Sandesh Kurkal - Vice President – Strategy, Solution and Transformation, Neo Tangent


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Jonathon Chen

Business Leader, Supply Chain Services
Neo Tangent

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Sandesh Kurkal

Vice President – Strategy, Solution and Transformation
Neo Tangent

IDG4

10:50 am - 12:20 pm Set up your HRIS System: Tech and Talent
Michelle Avard - Vice President, Human Capital Development, Insperity
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Michelle Avard

Vice President, Human Capital Development
Insperity

IDG 5

10:50 am - 12:20 pm Embrace AI in Finance for Immediate Cost Savings
Nathanael L’Heureux - Chief Solutions Ambassador, Oversight


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Nathanael L’Heureux

Chief Solutions Ambassador
Oversight

IDG 6

10:50 am - 12:20 pm Execute a Global Process Strategy to Ensure Efficiency and Alignment Across Operations
Phyllis Gallay - Global Business Services Executive, Retired, BD
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Phyllis Gallay

Global Business Services Executive, Retired
BD

IDG 7

10:50 am - 12:20 pm Launch and Grow a Shared Services Operation
Peter Disi - Senior Director, HR Shared Service Operations, DBSL, Project Management, Danaher
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Peter Disi

Senior Director, HR Shared Service Operations, DBSL, Project Management
Danaher

IDG 8

10:50 am - 12:20 pm Transform Outcomes through End-to-End BPO Partnerships
Rana Razzaque - Head of Workforce Strategy, ExxonMobil GBS
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Rana Razzaque

Head of Workforce Strategy
ExxonMobil GBS

12:40 pm - 1:40 pm Networking Luncheon

Procure to Pay/AP

1:40 pm - 1:40 pm Chairperson Introduction
Fernando Munoz - Finance Business Services Head, Fortune Brands Innovations
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Fernando Munoz

Finance Business Services Head
Fortune Brands Innovations

Order to Cash

1:40 pm - 1:40 pm Chairperson Introduction
Pankaj Taneja - Former VP Shared Supply Chain & Shared Services, TEAM Inc
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Pankaj Taneja

Former VP Shared Supply Chain & Shared Services
TEAM Inc

Talent and Workforce

1:40 pm - 1:40 pm Chairperson Introduction
Samir Bagri - VP, Transformation, CBRE
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Samir Bagri

VP, Transformation
CBRE

Record to Report

1:40 pm - 1:40 pm Chairperson Introduction

Process Tracks

Procure to Pay

1:40 pm - 2:10 pm Procure to Pay Automation: Putting the Customer at the Center
Tom Sweat - VP, Shared Services, MODE Transportation

MODE Transportation is expected to realize savings of $20-30 billion/year by leveraging automation to speed up billings and collections. The company has 4 types of customers and is putting the customer journey at the center. In this session you’ll learn how MODE Transportation:

 

·        Communicates transparently with employees about automation initiatives

·        Migrated from OCR to AI/ML for accelerated document processing, ensuring an efficient and future-ready finance shared services operation

 

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Tom Sweat

VP, Shared Services
MODE Transportation

Explore strategies to optimize Order-to-Cash processes, ensuring a seamless customer journey through streamlined operations and advanced technology utilization.

 

·        Implement process improvements s to minimize friction points and maximize efficiency in the Order-to-Cash cycle

·        Utilize advanced technologies and communication tools to foster seamless interactions and transactions

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Kevin Nothey

Regional Process Owner, NA OTC
Stanley Black & Decker

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Julie Schwendimann

Vice President, Global Shared Services Operations
Stanley Black & Decker

Talent and Workforce

1:40 pm - 2:10 pm Pivot from a Process Centric Mindset to an Experience Centric Mindset
Yolanda Theeke - VP HR Operations, Corebridge Financial

There’s a natural tendency to be process centric and take a backstage mindset in shared services. Discover how to pivot from process centricity to employee centricity with a multi-pronged focus.

 

·        Employ contact centers to optimize your employee listening capability

·        Leverage data and insights to upgrade service delivery

·        Foster successful change management and establish strong connections with business leaders

 

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Yolanda Theeke

VP HR Operations
Corebridge Financial

Record to Report

1:40 pm - 2:10 pm Empower Stakeholders with R2R Data and Improve Overall Experience
Nancy Nocito - Senior Director, Corporate Accounting, Gannett

Stakeholder experience in the R2R process can be hindered by limited visibility and a reliance on intuition. This session unlocks the power of data analytics to transform the R2R journey. Discover how data ca be the key to enriching stakeholder experience by:

 

·        Generating analytics for clear, actionable insights that inform decision-making and allow stakeholders to take proactive steps to fixing any issues

·        Utilizing visualizations and reports to communicate financial performance and progress in a clear way to foster trust

·        Analyzing historical data to identify areas of improvement

 


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Nancy Nocito

Senior Director, Corporate Accounting
Gannett

2:10 pm - 2:15 pm Transition

Procure to Pay

2:15 pm - 2:45 pm Implementation from a GBS Perspective
Candace Dingmann - SVP Global Shared Services, Davies

This session will focus on the leadership in place for a successful SAP HANA implementation for 72 countries in one of the fastest implementations known to date. Candace will discuss their road map, challenges, successes, and experiences to date during our session.

 

Learning Objectives:

•           Identify the scope of their GBS and S/4 HANA implementation

•           Describe ‘how we did it’

•           Discuss lessons learned



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Candace Dingmann

SVP Global Shared Services
Davies

In today’s competitive business landscape, gaining a competitive edge in the O2C process can give a SSO a big leg up. AI is proving to provide this edge. This session will delve into:

  • How AI can accelerate accurate payment matching significantly reducing manual effort and errors
  • The capability of AI to enhance cash forecasting and visibility by optimizing cash flow management, reducing bad debt, and making informed financial decisions
  • How AI drives improved customer experience through driving efficiency, resolving issues and enhancing overall customer satisfaction





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Timmy Pham

Director Accounting Operations
Partner Engineering and Science Inc.

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Eric Joyner

Senior Solutions Marketing Manager
BlackLine

Talent and Workforce

2:15 pm - 2:45 pm Elevate Employee Journey from Onboarding to Leadership
Jim Hankins - Executive Director, HR Shared Services and Talent Acquisition, UC Davis

Uncover the pivotal impact of initial candidate interactions on long-term productivity, satisfaction, and retention rates within the first year of employment.

 

·        Embrace a holistic approach to employee experience, spanning the entire lifecycle, to cultivate a culture of engagement and loyalty.

Deploy cutting-edge technology solutions, from applicant tracking systems to AI-driven surveying, and centralized communication hubs, to enhance interactions 

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Jim Hankins

Executive Director, HR Shared Services and Talent Acquisition
UC Davis

Record to Report

2:15 pm - 2:45 pm Embrace Agility in the Record-Report Process
John Transier - Former Senior Vice President, Finance Shared Services, Vericast

Discover how agility in finance operations empowers shared services to navigate change and uncertainty in the record to report process, fostering responsiveness, increased output, and collaboration. To achieve this transformation, learn to:

•            Shift from a linear, project-based mindset to a continuous improvement cycle by regularly evaluating performance, and implementing iterative changes to the process

•            Break down departmental silos and utilize collaborative tools and platforms to ensure everyone is working towards shared goals

•            Establish clear data ownership and data governance practices to ensure data quality throughout the R2R process

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John Transier

Former Senior Vice President, Finance Shared Services
Vericast

2:45 pm - 2:50 pm Transition

Procure to Pay

2:50 pm - 3:20 pm Leverage Dashboards to Improve Customer Experience
Tim Dorren - Group Manager – NA Accounting Shared Services, Toyota Motor North America

lock insights into Toyota's dashboard implementation for proactive management of supplier/vendor payments, resolving late payment issues and bolstering vendor relationships.

 

·        Proactively address payment issues before they escalate, eliminating the need for last-minute "fire drills" and preserving vendor relationships.

·        Gain valuable time to resolve payment discrepancies, fostering smoother operations and ensuring timely payments.

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Tim Dorren

Group Manager – NA Accounting Shared Services
Toyota Motor North America

Order to Cash

2:50 pm - 3:20 pm A Practical Approach to Deploying a Citizen Development Model to Capture Business Value and improve CX
Angela Schuchart - VP Digital Transformation, U.S. Venture
Rose Grunewald - Director Finance Digital Transformation, U.S. Venture

We are living and leading through a technical revolution! Citizen Development refers to giving non-technical resources “no code or low code” development platforms to design, build, and deploy solutions tailored to their specific need. Giving non-tech-savvy employees the tools to create solutions quickly and easily enables them to innovate faster and respond more effectively to business or customer demands. 

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Angela Schuchart

VP Digital Transformation
U.S. Venture

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Rose Grunewald

Director Finance Digital Transformation
U.S. Venture

Embark on a journey to streamline HR processes, redefine roles and handoffs, and turn challenges into opportunities for an improved end-to-end experience.

 

•            Discover how overcoming common HR transformation hurdles leads to a better experience for employees and stakeholders.

•            Hear lessons learned from HR leaders charged with moving mountains with employee experience as the ultimate measure of success.

•            Learn actionable strategies for adapting to changes and driving success in evolving landscapes.





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Madelaine Pfahler

Workday Project Management Officer Leader
Oxy

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Michelle Avard

Vice President, Human Capital Development
Insperity

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Dave Polacheck

Director, Global HR Advisory
herronpalmer

3:20 pm - 3:25 pm Transition

Discover how to streamline the entire AP process

·      Conduct an extensive journey to evaluate best-in-class solutions

·      Work through change management challenges to standardize processes

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Ashlie Crosby

Senior Director Finance Shared Services
Cushman and Wakefield

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Fernando Munoz

Finance Business Services Head
Fortune Brands Innovations

Order to Cash

3:25 pm - 3:55 pm Master Conflict Resolution in Order-to-Cash