The R2R process often encounters a significant gap in readily available, purpose-built technology solutions for metrics and dashboard creation. This session addresses this challenge by providing a comprehensive exploration of diverse and effective technologies that can be strategically adapted and integrated to enhance R2R visibility and control. Furthermore, we will explore the potential of custom dashboard development techniques and API integrations, enabling organizations to tailor solutions to their specific needs and bridge the gap between their environment and modern analytics capabilities. 

Claudia Baqueiro

LATAM SSC R2R Director
PepsiCo

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Michelle Aguilar

Sr. Coordinator
PepsiCo

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What if your entire shared services operation was built like Lego bricks—modular, adaptable, and ready to scale into whatever the business needs next? 

That’s exactly what Jeff DeWolf set out to do when he began the journey toward process excellence at Tetra Pak Group in 2011. Spoiler alert: it worked. By developing a strong, standardized process taxonomy, Jeff unlocked the key to agility, speed, and resilience across the enterprise. 

Too often, shared services teams are held back by fragmented processes, inconsistent data, and legacy mindsets. This session will show you how to turn that around—starting with the building blocks. 

Jeffrey DeWolf

Director, Global Process Office
Tetra Pak Group

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Your outsourcing provider isn’t just a vendor — they’re an extension of your team. This session explores how shared services leaders can elevate their outsourcing relationships by focusing on skills alignment, transparent communication, and collaborative success metrics. Learn how to build trust, navigate disruption, and co-develop talent strategies that support automation, GenAI, and operational excellence.

Robert Lynch

Director Finance Operational Excellence
Ahold Delhaize USA

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Debbie DeSalvo

Director, Americas R2R Controller
Astellas Pharma

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Derek Aranda

Former General Manager, Global Supply Chain
Shell

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Join a dynamic panel of shared services and AP leaders for a candid discussion on the evolving role of accounts payable and procure-to-pay (P2P) in today’s data-driven enterprise.

This session goes beyond process efficiency to explore how AP can become a true intelligence hub, fueling smarter decision-making across procurement, finance, and risk. Panelists will share real-world experiences with automation, AI, and global P2P transformation, from implementing robotics and AI at scale, to leveraging ERP systems and KPIs for continuous improvement, to overcoming the challenges of integration and change management.

Whether you’re just starting your automation journey or looking to take your AP function to the next level, you’ll gain practical insights on:

• Building a data-driven AP organization
• Harnessing automation and AI for global scale and efficiency
• Navigating technology choices and vendor solutions
• Achieving quick wins and long-term value
• Lessons learned from both successes and setbacks

Jairo Sancho

Director, Finance Shared Services
Align Technology

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Richard Cardone

Director, P2P
Veritiv

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Guru Mohan

Vice President, Global Procurement, P2P
Toast

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John Transier

Former Senior Vice President, Finance Shared Services
Vericast

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Imagine no more manual data entry, lightning-fast processing, and fewer supplier inquiries. That’s the reality AECOM achieved when they implemented a self-service supplier invoice portal—transforming their P2P function and empowering suppliers to become true partners in the process. With 90% of invoices now submitted through the portal and over 25,000 handled monthly, the result was faster processing, fewer errors, and a 20% drop in help desk calls.   

This session will show how empowering suppliers with real-time visibility and self-service tools can reduce friction, boost compliance, and free up your team for more strategic work—while strengthening supplier relationships and eliminating the endless “where’s my payment?” calls. 

Jeff Hoffman

S2P, Operations Director & Transformation Lead
AECOM

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Technology doesn’t transform organizations—people do. In this fireside chat, leaders from Bosch, Zachry Enterprise Solutions, and JP Point Dexter share how they embed adoption into the transformation process from the very beginning. They’ll discuss strategies for involving diverse voices, aligning on clear objectives, and tailoring communications that build trust from the plant floor to the C-suite. Through lessons learned from real-world implementations, the panel will explore how to reduce resistance, boost adoption, and keep employees at the center of change.

You’ll learn how to:

• Engage stakeholders early to build buy-in and prevent scope creep
• Balance process standardization with local business needs
• Communicate ROI while addressing employee concerns about job security
• Manage resistance across generations while valuing legacy expertise 

Rhea Bauer

Senior HR IT Digital Consultant
Bosch

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John Wilke

Senior Vice President, Enterprise Technology and Digital Enablement
Zachry Group

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Prathap Varkey

Vice President, Shared Services
JB Poindexter & Co

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In today’s Shared Services environment, data isn’t just about reporting—it’s about revealing opportunity. In this session, Mina Gindi will explore how targeted data analysis within invoice distribution and order-to-cash (O2C) processes can uncover inefficiencies, enhance service delivery, and generate measurable business value. From building dashboards that drive decision-making to crafting data stories that resonate with leadership, this session will show how to turn transactional data into strategic insight. Attendees will walk away with practical methods for visualizing performance, aligning metrics to executive priorities, and using data to prove—and elevate—the value of Shared Services across the enterprise. 

Mina Gindi

Global Director of Finance, Shared Services
NOV

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Standardizing Record to Report processes across global organizations is a critical endeavor to ensure consistency, improve performance, and mitigate risks in today's interconnected business environment. This session will delve into the multifaceted challenges and strategic approaches involved in establishing a unified R2R framework. We will explore the development of globally applicable process maps, standardized templates, and consistent data definitions, enabling organizations to achieve a harmonized approach to financial reporting across diverse geographic regions. 

Matt Lorey

Director, Record-to-Report Shared Services
CRH

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Yvonne Swiatek-Marcinkiewicz

Global R2R Director
ADM

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In a business environment defined by rapid digital acceleration, workforce capability is the true engine of transformation. This session explores how global shared services leaders are designing dynamic competency frameworks that align employee development with strategic transformation goals.

You’ll learn how to build a scalable skills matrix that supports continuous improvement, links individual growth to enterprise outcomes, and enables employees to adapt to disruptive technologies like AI and automation. We’ll cover how to embed change resilience into learning programs, use data to measure impact, and turn talent development into a lever for innovation.

Whether you’re modernizing your service model or rolling out new digital tools, this session provides a practical blueprint for strengthening workforce readiness and building lasting competitive advantage. 

Jesús Villalobos

Continuous Excellence Lead GBS Americas
Kerry

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