Tuesday, March 17, 2026


7:30 am - 8:30 am Breakfast & Registration

Workshops

Shared Services Fundamentals Workshops

8:30 am - 10:00 am WORKSHOP A: Shared Services 101: The Essentials for a Leading Practice Organization

When shared services operate at their full potential, it transforms organizations—streamlining operations, delivering exceptional customer experiences, and unlocking new value through data and automation. Achieving this impact requires not just strategy and execution but a forward-looking approach that integrates technology and prioritizes customer-centric design. 

  • This workshop offers an actionable roadmap to help you launch or refine your shared services model with confidence. You’ll leave equipped with tools to: 
  • Align shared services with organizational objectives, scope, and goals, and build a business case to demonstrate measurable outcomes 
  • Incorporate customer-centric processes and user-focused design for better adoption and satisfaction 
  • Integrate automation to unlock long-term value and leverage data analytics to drive informed decision making 
  • Plan and execute transitions with precision, navigating change and securing stakeholder buy-in


Shared Services Fundamentals Workshops

10:00 am - 10:30 am Morning Break


Shared Services Fundamentals Workshops

10:30 am - 12:00 pm WORKSHOP G: Shared Services 501: Taking Your Shared Services Operations to the Next Level

The biggest threat to shared services isn’t external forces—it’s settling for “good enough.” In an era of rapid change, staying ahead means embracing innovation, from leveraging AI and automation to transforming processes with customer-centric design and data-driven insights.  

 

This workshop will explore actionable strategies to elevate the value you offer your organization. Whether you’re optimizing existing operations, incorporating next-generation capabilities, or further leveraging the reach of your Global Business Services (GBS) footprint, we’ll provide a roadmap to take your offerings to the next level. Topics include:  

  • Quantifying the impact of AI and automation to drive efficiency and cost savings  
  • Designing customer-centric processes and user experiences to enhance satisfaction  
  • Improving data management and analytics to support informed decision-making  
  • Addressing skillset gaps and fostering agility to meet changing demands  
  • Optimizing sourcing models to align with evolving organizational goals 


Workforce Management Workshops

8:30 am - 10:00 am WORKSHOP B: Building Shared Services Versatility: Balancing Depth and Breadth in a Fast-Paced Environment

The Shared Services landscape is evolving at an unprecedented pace. In today’s hyper-competitive business environment, organizations must master talent retention, process standardization, and digital transformation to stay ahead. While productivity has always been a key metric, workforce analytics is now reshaping how businesses measure, optimize, and sustain performance at scale. 

This exclusive workshop, hosted by ProHance, will explore the power of data-driven productivity strategies and how organizations can leverage workforce analytics to enhance operational efficiency and long-term workforce performance. 

What You Will Learn: 

  • How leading Shared Services organizations approach productivity – real-world insights from industry experts. 
  • Case studies on how global businesses drive sustainable productivity – bridging workforce efforts with measurable outcomes. 
  • Strategic actions for organizations at different maturity levels – a clear roadmap to enhance workforce efficiency. 
  • The role of workforce analytics in shaping the future of work – from visibility to execution. 

This session will feature exclusive insights from industry research, providing a deep dive into the latest productivity trends, challenges, and strategic playbooks tailored for Shared Services and Global Business Services (GBS) organizations.





Workforce Management Workshops

10:00 am - 10:30 am Morning Break


Workforce Management Workshops

10:30 am - 12:00 pm WORKSHOP H: Simplify HR Transformation and Enhance the Employee Journey

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. 

Process Excellence Workshops

8:30 am - 10:00 am WORKSHOP C: End-to-End Processes – Delivering Business Value and Enhanced Customer Experience in Times of Constant Change
Dan French - CEO, Consider Solutions
Steve Fox - Process Excellence Leader, Consider Solutions

“Driving Business Value”, “End to End” & “Customer Experience” are on every leadership agenda. GBS and Shared Services deliver services that support functional elements of “end to end” business processes, but rarely, if ever, “own” these true “end to end” cycles. Despite the ambiguity, there are high expectations, aspirations and accelerated business value in a well-executed “end to end process” strategy.

Sharing best practices with interactive discussions and exercises, this session will explore some of the opportunities and challenges in enabling “end to end” process excellence and customer experience. It will introduce tools and tactics for GBS leadership, Global Process & Service Owners and other stakeholders (both “enabling” and “beneficial”) to drive successful outcomes at speed.

The workshop will cover:

  • What problem are we trying to Solve?
  • End-to-End Processes
  • Customer & Stakeholder Experience
  • The GPO role
  • Aspirations & Challenges

Strategies for Success

  • Influence vs Control
  • “Outside-In”
  • 4 Levers of Business Value
  • Customer Experience
  • “Think like a CFO”
  • Stakeholder Engagement
  • The Art & Science of Rapid Execution
  • Critical Capabilities 



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Dan French

CEO
Consider Solutions

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Steve Fox

Process Excellence Leader
Consider Solutions

Process Excellence Workshops

10:00 am - 10:30 am Morning Break


Process Excellence Workshops

10:30 am - 12:00 pm WORKSHOP I: Designing End-to-End Processes that Drive Business Outcomes

As enterprises evolve, the true measure of process excellence isn’t just operational efficiency—it’s the ability to deliver real business and customer value. This hands-on workshop equips leaders with the tools, frameworks, and collaborative approaches to design integrated, end-to-end processes that break down silos, foster ownership, and drive measurable outcomes.

Explore how to embed business and customer value into process design, create clear accountability structures, and use journey mapping to reimagine service delivery from the perspective of both employees and customers.

By the end of the workshop, participants will be able to:

  • Break down functional silos and design processes that deliver seamless, integrated services
  • Establish process ownership roles, responsibilities, and governance structures
  • Align process design with enterprise strategy, customer expectations, and business KPIs
  • Measure and enhance both the customer and employee experience within a process
  • Apply journey mapping to uncover improvement opportunities and reimagine workflows 

Finance Transformation Workshops

8:30 am - 10:00 am WORKSHOP D: Empowering Your Agentic Workflows With Document AI and Process AI

SSO and GBSO leaders are under increasing pressure to deliver scalable, efficient and intelligent operations. By combining the cognitive power of Intelligent Document Processing (IDP) with the strategic clarity of Process Intelligence (PI), organizations can orchestrate agentic workflows that automate decisions, resolve exceptions, and accelerate service delivery. Join this session to:
  • Explore how Document AI and Process AI streamline complex, cross-functional workflows—reducing operational friction and unlocking faster time to value
  • Discover how shared services teams are evolving from task-based automation to enterprise-wide transformation, achieving measurable ROI and sustainable competitive advantage
  • Unlock real-world examples in banking, healthcare, and manufacturing
 



Finance Transformation Workshops

10:00 am - 10:30 am Morning Break


Finance Transformation Workshops

10:30 am - 12:00 pm WORKSHOP J: Beyond Basic Reporting-- Making Predictive Real in GBS


Digital Transformation Workshops

8:30 am - 10:00 am WORKSHOP E: Designing a Digital-First Operating Model for Shared Services

Many Shared Services organizations automate processes without rethinking the underlying operating model—missing opportunities to truly transform. A digital-first operating model is built for automation, AI, and advanced analytics from the ground up, ensuring agility, scalability, and business alignment. This workshop will help leaders move beyond “lift-and-shift” thinking to architect an operating model where digital is embedded in every layer—from process design to talent strategy.
Redesign processes for digital execution rather than retrofitting legacy workflows
Embed digital capabilities into governance, performance metrics, and service delivery
Identify talent needs for digital operating models and create pipelines for future-ready skills 

Digital Transformation Workshops

10:00 am - 10:30 am Morning Break


Digital Transformation Workshops

10:30 am - 12:00 pm WORKSHOP K: GenAI and Agentic AI: From Buzzword to Business Advantage in Shared Service

As the boundaries between human and machine intelligence overlap, the potential of Agentic AI and Generative AI (GenAI) to revolutionize Business Operations is becoming increasingly evident. From automating routine tasks to enhancing decision-making and fostering innovation, GenAI is reshaping the landscape of Shared Services organizations in addition to other functions across the value chain. However, the successful integration of Agentic AI and GenAI, respectively requires a strategic approach that addresses both its opportunities and challenges. This workshop will explore practical applications of GenAI within targeted functions, providing attendees with insights and strategies to harness its power to effect impactful transformation.

Actionable Takeaways:

  • Identify GenAI Use Cases: Discover specific applications of GenAI that can deliver tangible benefits within Shared Services organizations, such as automating document generation, improving customer service, and optimizing processes.
  • Promote Security Awareness: Review privacy pitfalls to avoid with respect to purpose limitations and incorporating robust data governance with systematic reviews.
  • Overcome Challenges: Learn to address common challenges associated with Agentic AI and GenAI implementation, including data quality, ethical considerations, and workforce integration.
  • Develop a GenAI Strategy: Create a roadmap for integrating GenAI into your shared services operations, outlining key steps, resource allocation, and expected outcomes.
  • Measure and Optimize: Understand how to measure the impact of GenAI initiatives and continuously optimize your approach to maximize value.
  • Foster a Culture of Innovation: Explore strategies for cultivating experimentation within the Shared Services team, encouraging the adoption of new technologies.


Problem Solving Clinic Workshops

8:30 am - 10:00 am Workshop F: Accelerate R2R value on SAP. Quantify it.




Problem Solving Clinic Workshops

10:00 am - 10:30 am Morning Break


Problem Solving Clinic Workshops

10:30 am - 12:00 pm WORKSHOP L: Optimizing Your Vendor Relationships: Making Partnerships Work for You

Vendor relationships shouldn’t just be transactional—they should be strategic partnerships that drive mutual value, innovation, and operational excellence. Join us to learn strategies, negotiation tactics, and governance frameworks to turn vendors into true business allies.

Participants will explore how to shift from cost-focused interactions to collaborative partnerships, build performance metrics that align with business goals, and create a culture of continuous improvement with external providers.

By the end of this workshop, participants will be able to:

  • Identify the vendors most critical to business outcomes and prioritize relationship management accordingly
  • Build governance structures that foster transparency, trust, and accountability
  • Negotiate win–win agreements that incentivize innovation and value creation, not just cost savings
  • Define KPIs and scorecards that reflect strategic objectives, customer impact, and operational performance
  • Implement continuous improvement programs with vendors to drive long-term results 

SSOW Grand Opening

12:00 pm - 1:00 pm Networking Luncheon and Grand Opening of Innovation Hub

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Brad DeMent

Partner
SCOTTMADDEN

Heather King

Managing Director
SSON

1:30 pm - 2:00 pm GBS of the Future: How P&G is Reimagining Business Services

April Cielica - President, Global Business Services, Procter & Gamble

P&G has been synonymous with GBS for decades and held as a testament to what the business model can offer. April Cielica, President of Procter & Gamble’s Global Business Services (GBS), will share the evolution of GBS at P&G, outlining how GBS is transforming to meet the challenges of a rapidly changing technological environment, focusing on innovation, data-driven decision making and strategic value creation. Walk away with actionable insights across the following strategic drivers, that can be applied to your organization, fostering excellence and trust in business services:

  • Data is the Heartbeat of GBS: Understand the critical role that data plays in the success of business services and how to leverage it as a foundational element for AI and innovation
  • Expanding Service Horizons: Discover how to evolve from a traditional back-office role to a strategic trusted partner by actively engaging with business units to identify their needs
  • Driving Innovative Organization Design: Learn about the importance of continuous evaluation and innovation in organizational design, illustrated through a recent P&G case study 

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April Cielica

President, Global Business Services
Procter & Gamble

2:00 pm - 2:30 pm Panel | Beyond Boundaries: Broadening the GBS Value Proposition to Front and Middle Office

Shane Abeyratne - SVP of Global Business Services, Cardinal Health




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Shane Abeyratne

SVP of Global Business Services
Cardinal Health

2:30 pm - 3:00 pm Seeing the Full Picture: Unlocking Enterprise Efficiency Through Workforce Insights

When an organization sets out to transform, the first question is often "Where do we start?" In this session, we explore how a cross-functional approach to understanding how work really gets done can provide the clarity needed to prioritize change, improve efficiency, and guide strategic investment. From HR to Finance, IT to Operations, gaining visibility into work activities, resource allocation, and cost drivers can uncover both hidden bottlenecks and untapped potential. This discussion will highlight a client’s journey through an enterprise-wide workforce efficiency assessment — the challenges faced, the surprising insights revealed, and the actions taken to position the organization for long-term success. 



3:00 pm - 3:40 pm Networking Break

Breakout Programs

Big Idea Stage

3:40 pm - 4:10 pm Transformative Times: GBS Organization Between New Requirements and a Race for Digitalization
Eckard Eberle - CEO, Siemens GBS, Siemens

  • Customers under pressure: new requirements on the horizon
  • Adapting to the customer: how Siemens GBS acts in times of transformation
  • Successfully leveraging the many facets of digitalization: from co-creation to process AI
  • Successful in transformation: key actions that every GBS organization can apply
 

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Eckard Eberle

CEO, Siemens GBS
Siemens

Big Idea Stage

4:10 pm - 4:15 pm Transition


Big Idea Stage

4:15 pm - 4:45 pm Keynote | People First, Purpose Always: The Human Side of Cencora’s GBS Transformation
Kim Skanson - SVP, Global Business Services, Cencora Business Services

Hear first-hand how Cencora Business Services (CBS) is balancing technological advancements with the human element, aligning with their organization’s purpose of creating healthier futures.
  • Building a people-first culture in the age of automation and AI
  • How CBS fosters employee engagement, empowerment and growth to drive innovation
  • The role of active leading, active learning and collaborative leadership in creating strategic value for customers(the productivity team, Cencora strategy and CBS sponsors) 

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Kim Skanson

SVP, Global Business Services
Cencora Business Services

Big Idea Stage

5:15 pm - 5:20 pm Transition


Digital Transformation Program

3:40 pm - 4:10 pm Case Study | Meaningful AI Deployment: How to Select and Scale the Right Use Cases in Shared Services
Raja Chaudhuri - Head GBS Strategy, Service Management & Systems, Dexcom

Most Shared Services AI projects fail long before ROI is even measured—not because the technology doesn’t work, but because the wrong problems are chosen to solve. The real competitive advantage lies in knowing where AI can make the biggest difference, and building a roadmap that takes those use cases from concept to enterprise-wide reality.

Learn how to build use cases that clearly demonstrate ROI and economic value, including how AI can enhance customer experience and increase lifetime customer value by creating consistent, effective support interactions. If you’re aiming for scalable AI solutions that move beyond experimentation to real-world results, this session will provide a roadmap for success.

  • Spot and prioritize AI trends with the potential for deep business impact
  • Build ROI-driven business cases focused on high-value, targeted deployments
  • Design AI initiatives that scale by balancing focused depth with manageable breadth 

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Raja Chaudhuri

Head GBS Strategy, Service Management & Systems
Dexcom

Digital Transformation Program

4:10 pm - 4:15 pm Transition


Digital Transformation Program

4:15 pm - 4:45 pm Digital Transformation Without Disruption: Balancing Today’s Service with Tomorrow’s Vision
Tommy Wehry - Organizational Effectiveness and Change Lead, Finance & Shared Services Transfor, The Estée Lauder Companies

Transforming a shared services workforce in the digital era, while maintaining or even improving service levels, is no small feat. With AI, automation, and advanced analytics reshaping operations, leaders must go beyond simply automating existing tasks. The real opportunity lies in reimagining how work gets done altogether- rethinking processes, roles, and value delivery in ways that weren’t possible before. This session explores how to protect today’s performance while driving exponential shifts in experience, job content, and operating models that define the future of shared services.

Key Takeaways:

  • How to maintain, or even elevate, performance indicators during large-scale digital change
  • Keep employees confident and future-ready through reskilling, clear communication, and change enablement
  • Sequence automation, AI integration, and fundamental process redesign to maximize both short- and long-term benefits
  • Move beyond “doing the same work faster” to redefining what work looks like in a digitally enabled shared services model
  • Build stakeholder alignment and secure executive and business unit buy-in for a unified transformation vision 

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Tommy Wehry

Organizational Effectiveness and Change Lead, Finance & Shared Services Transfor
The Estée Lauder Companies

Digital Transformation Program

4:45 pm - 4:50 pm Transition


Finance Transformation Program

3:40 pm - 4:10 pm Presentation | Project LEAP: Accelerating Finance Transformation at Scale
Gabriel Lantos - Director, Global Process Owner, Record to Report, Bristol-Myers Squibb

As global complexity and acquisitions reshape the pharmaceutical industry, Bristol Myers Squibb’s finance organization is transforming through Project LEAP (Legal Entity Acceleration Program). This multi-year, $50M initiative accelerates the financial close cycle by five days, leveraging smart automation and process optimization to reduce risk, unlock resource capacity, and enable faster, data-driven decision-making. LEAP replaces manual processes with AI-driven insights, improves visibility into intercompany positions, and enhances planning and analytics. The program is designed to deliver measurable results, supporting strategic growth and agility in a rapidly evolving business environment.

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Gabriel Lantos

Director, Global Process Owner, Record to Report
Bristol-Myers Squibb

Finance Transformation Program

4:10 pm - 4:15 pm Transition


Finance Transformation Program

4:15 pm - 4:45 pm Turn Accounts Payable into a Profit Lever: Bring Money Back into the Business

Traditionally viewed as a cost center, Accounts Payable (AP) is undergoing a transformation—from transactional function to value-generating powerhouse. With the right tools, partnerships, and mindset, AP can play a pivotal role in putting money back into the organization and enhancing financial agility. Discover how to unlock untapped value from your AP function by:

  • Breaking down cost drivers and uncovering strategies to reduce operational spend
  • Leveraging innovative tools like virtual cards, dynamic discounting, and rebate programs to generate revenue
  • Collaborating with procurement to optimize payment terms and drive better outcomes through supplier relationships
  • Reimagining P2P as a cash flow engine, not just a back-office function 

Finance Transformation Program

4:45 pm - 4:50 pm Transition


Closing Sessions

4:50 pm - 5:20 pm How United Rentals Harnessed Agentic AI to Redefine Order-to-Cash Performance

Order-to-Cash (O2C) has always been a critical lever for working capital optimization—but the boundaries of traditional automation have been reached. The next leap forward is Agentic AI: autonomous, goal-driven AI agents capable of making contextual decisions, executing complex workflows, and self-improving with every transaction. Learn how a national rental equipment company found its account teams drowning in volume and complexity, with a disproportionate number of resources consumed by the top three customers while thousands of other accounts with high-value invoices were left to wait. They turned to Sidetrade’s AI Collection agent Aimie to accelerate collections and improve cashflow. Implementing a practical approach, you’ll hear how AI Collection Agent Aimie identified 1000s of national accounts based on invoice value and risk, handling outreach, follow-ups, summarization, and next-best actions—so human collection analysts focused on escalations and relationship work. Next, we will explore how Agentic AI continue to transform O2C into a dynamic, predictive, and customer-centric function to drive accelerated cash flow, reduce DSO, and free finance talent to focus on strategic growth and stakeholder relationships. 

Key Takeaways: 

  • Agentic AI Defined: What makes it fundamentally different from RPA, rules-based automation, and predictive analytics
  • Prioritize with precision: How to automatically select and segment accounts by invoice value and risk so AI agents target the highest-impact work first
  • Real-World Impact: Insights from early adopters achieving double-digit DSO reductions, exponential collector productivity gains, and improved customer experience scores 
  • Design the AI–human handshake: Proven workflows where agents drive outreach and follow-ups while collectors handle exceptions, escalations, and relationships
  • Future Trajectory: How Agentic AI will expand to transform the full credit-to-cash ecosystem—including dynamic risk scoring, dispute prevention, and enhanced customer engagement 



5:20 pm - 5:50 pm Wine Down Networking Break

5:50 pm - 8:30 pm Break for Dinner & Dressing

8:30 pm - 11:30 pm SSOW Glow Party