Shared Services in Latin America are evolving fast. For many organizations, the first challenge is designing a solid foundation — defining scope, building governance, and achieving cost savings. But the real opportunity lies ahead: how to transform Shared Services into a driver of speed, accuracy, and business insight. In this workshop, we’ll cover both ends of the spectrum. For those just getting started, we’ll demystify the fundamentals of building a high-performing Shared Services model. For the more mature, we’ll explore how advanced automation and AI are already reshaping service delivery — and we’ll demonstrate live prototypes that show what’s possible today. Whether you’re in “Shared Services 1.0” mode or pushing into 2.0, you’ll walk away with a clear playbook for where to begin, what to avoid, and how to leap ahead. This isn’t about buzzwords — it’s about how to design, scale, and transform Shared Services for what comes next.

Sponsored by: ScottMadden

---

Brad DeMent

Partner
SCOTTMADDEN

See Bio

George Penton

Partner
ScottMadden

See Bio

John Francis

Partner
ScottMadden

See Bio

Hola! Most SSC/GBS C-level executives who attend SSON LATAM events define themselves as looking after an Onshore Captive operating model. They want to optimize the orchestration between human and bot workforces to expand the scope of their operating model and attract talent. Such an automation strategy provides near real-time metrics for better decision-making across functions so they can hit their difficult KPIs and provide a higher return of investment.  

Join this workshop to discuss: 

1. Adding automation to manual processes 
2. Scaling intelligent automation across support functions 
3. Orchestrating Business Intelligence automation with the workforce 
4. Integrating your operating model 

Walk away with business intelligence automation to expand the scope of your operating model. Gracias! 

Sponsored by: Chazey Partners

---

Esteban Carril

Managing Director LATAM
Chazey Partners

See Bio

In today’s dynamic business environment, Global Business Services leaders must navigate complexity with clarity, creativity, and continuous improvement at the core. Whether evaluating emerging technologies, rethinking service delivery, or responding to shifting stakeholder needs, applying a structured mindset grounded in both critical and design thinking is essential. This interactive workshop helps participants sharpen their decision-making by applying tools that foster innovation, uncover root causes, and accelerate sustainable outcomes across functions and regions. 

In this session, participants will: 

• Practice critical thinking and design thinking techniques to solve real-world scenarios around service expansion, process optimization, and digital transformation 
• Explore continuous improvement principles to identify inefficiencies, reduce bias, and promote data-driven decisions 
• Learn how to cultivate a mindset of curiosity, alignment, and experimentation to drive lasting value across the enterprise 

Paula Ordonez Angel

Americas GBS Site Director Country General Manager
Zimmer Biomet

See Bio

Cristina Ramirez

GBS Global Continuous Improvement Manager APAC, AMERICAS, EMEA
Zimmer Biomet

See Bio

Catherin Cortes

Imaging Supervisor
Zimmer Biomet

See Bio

Be the first to experience our Value Assessment launch in Bogotá, see the latest research, and learn what customers achieved with SAP-native automation.Overview

If your organization runs SAP ECC or S/4HANA, this workshop shows how finance and IT leaders are eliminating manual work, shortening close cycles and driving compliance with SAP-native automation. You will also be among the first to experience Redwood’s new Record to Report Value Assessment tool and see how it uncovers hidden inefficiencies in your close while quantifying savings, payback and FTE impact to build a board-ready business case.Why attend

See how global enterprises run touchless R2R on SAP with real examples from Siemens, Arla and Jabil

Get the latest SSON research on R2R automation maturity and where teams are winning and falling short

Watch SAP-native automation in action across journal entry, balance sheet certification and task orchestration without leaving SAP

Experience the Value Assessment tool first. Reveal bottlenecks in your close and quantify ROI, payback and hours saved for your environment

Leave with a clear plan to prioritize investments and accelerate value

Agenda at a glance

Touchless R2R on SAP today

Customer patterns and lessons from Siemens, Arla, Jabil and others

New R2R research from SSON Research and Analytics

Live automation walkthrough in SAP

Interactive value assessment launch and hands-on demo

Guided working session to map your automation path for your SAP landscape

Who should attend

Finance and R2R leaders, controllers, transformation leads and SAP platform owners operating ECC or S/4HANA

Sponsored by: Redwood

---

Aaron Veach

Executive Director, Finance Transformation
Redwood Software

See Bio

Go behind the scenes of world-class shared services operations.

Gain exclusive access to the inner workings of top-performing Shared Services and GBS organizations through SSOW’s curated Site Tour Experience. Designed for transformation leaders and operational executives, these small-group visits offer a rare opportunity to see strategy in action—and ask the questions you can’t ask in a keynote.

Each experience includes:

• Live walkthroughs of the host’s delivery hubs, service centers, or innovation labs
• Candid conversations with functional leaders driving change in digital, talent, and process excellence
• Actionable insights into service design, operating models, and transformation journeys

Past tours have featured global powerhouses in healthcare, consumer goods, and tech—offering participants a firsthand look at everything from AI-enabled workflows to workforce re-skilling programs.

If you're looking to validate ideas, spark inspiration, or benchmark your next move, this is your front-row seat.

Space is limited. Reserve your spot or inquire about upcoming hosts.