Automation in AP isn’t just about reducing manual work — it’s about surfacing better insights. In this session, discover how leading shared services teams are using AP automation tools not only to streamline operations, but to unlock valuable data on spend patterns, cycle times, and vendor behavior. Learn how to transform your AP function into a real-time analytics engine that delivers strategic value and supports enterprise-wide financial decision-making. 

Jairo Sancho

Director Shared Services
Align Technology

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Simply “lifting and shifting” Record-to-Report processes into a BPO environment often leads to inefficiencies and missed opportunities. This session explores why taking the time to optimize and standardize processes before transferring them is critical to long-term success. 

Learn how to build a collaborative, strategic partnership with your BPO teams—treating them as true extensions of your organization. We’ll cover practical steps for creating robust SOPs, enabling continuous knowledge sharing, and gradually transitioning responsibilities. With a focus on cross-functional communication and performance management, you'll discover how “going slow to move fast” leads to scalable, efficient, and value-driven outcomes. Leave with a clear understanding of how to transform your BPO relationship into a strategic lever for cost savings, adaptability, and organizational growth. 

Debbie DeSalvo

Director, Americas Record to Report Controller
Astellas Pharma

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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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In a world where customer feedback pours in from dozens of channels, raw data alone isn’t enough. This session explores how Dexcom harnesses AI-powered sentiment analysis to process over 250,000 customer interactions each month—converting unstructured feedback into strategic insights. You’ll learn how data teams partner with product, quality, and experience leaders to embed real-time sentiment trends into decision-making. Discover how AI helps surface pain points, track brand perception, and enable leaders to take fast, data-backed action that improves customer outcomes and business performance. 

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. 

The robots are coming...and that's a good thing! Automation is reshaping all of shared services, creating a demand for more analytical and strategic skills. We'll explore targeted training programs, mentorship opportunities, and development initiatives that focus on critical thinking, problem-solving, and data-driven decision-making. Learn how to identify talent, assess skill gaps, and create a roadmap for developing a high-performing, strategically focused team. 

Unlocking the full potential of your Order-to-Cash (O2C) process requires more than just efficient transactions; it demands data-driven insights. This session explores how leveraging data analytics can revolutionize your O2C operations, transforming raw data into actionable intelligence that drives significant improvements in billing cycles, collections effectiveness, and cash flow management. We'll delve into specific applications of data analytics, from identifying patterns in customer payment behavior to segmenting customers for targeted collections strategies. 

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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Too often, change management is treated as an afterthought—kicking in after the technology is already chosen. This session flips that script. Drawing from real-world experience at Bosch, we'll explore how inclusive, people-centered change practices can dramatically improve technology adoption and long-term success. 

You’ll learn how to build a diverse coalition of impacted employees—from the plant floor to the corporate office—before decisions are finalized. Discover how cross-functional working groups, early involvement in requirement gathering, and flexible, user-informed communication strategies help reduce resistance and increase buy-in. 

From engaging stakeholders early to tailoring messaging by role and work environment, this session provides a roadmap for embedding change leadership into every phase of your transformation journey.