Exchange Day One: Tuesday, 3rd March 2020

7:00 am - 7:45 am Breakfast

7:45 am - 8:10 am Registration

8:10 am - 8:20 am Chairperson’s Opening Remarks

8:20 am - 8:50 am How ANZ Are Setting Up A Finance Function Of The Future: Marrying Technology, People and Processes

Session Details TBC
Luke McConnell, Head of Operations & Transformation - Financial Control at ANZ

Luke McConnell

Head of Operations & Transformation - Financial Control
ANZ

Deciding on the right operating model continues to be a pain point for many shared services leaders. Should we look at cheaper outsourcing? Will RPA solve our problems? Do we build in-house or should we create a hybrid? In this session, hear 3 industry leaders discuss the wins and woes of their experiences.

Panelists:
Stephannie Jonovska, Finance Transformation Manager at BlueScope Steel

Stephannie Jonovska

Finance Transformation Manager
BlueScope Steel

Luke McConnell, Head of Operations & Transformation - Financial Control at ANZ

Luke McConnell

Head of Operations & Transformation - Financial Control
ANZ

Robyn Marsh, General Manager Global Accounting Services – Group Finance at Fonterra

Robyn Marsh

General Manager Global Accounting Services – Group Finance
Fonterra

9:30 am - 10:00 am Brainweave – Creating A Scalable Shared Services Model: How Do We Get The Organisational Structure Right?

Cheryl Noorbergen, Head of Finance Centre of Excellence at Qantas

Cheryl Noorbergen

Head of Finance Centre of Excellence
Qantas

9:30 am - 10:00 am 1:1 Business Meetings

9:30 am - 10:00 am 1:1 Business Meetings

10:00 am - 10:30 am Morning Tea & Networking Break

10:30 am - 11:00 am The Importance Of Effective Change Management Amidst An Automation Transformation

For Shared Service leaders, the idea of technology and automation can be extremely exciting – freeing up staff, reducing work hours and streamlining processes. For employees, however, the idea of technology and automation can be scary; And no largescale transformation can be completed successfully without the support of staff! When Connie and her team implemented a largescale capability uplift beginning September 2018, she learned firsthand the benefits effective change management can have. In this session, hear:

  • How budget cuts increased staff workload by double the normal amount
  • How clear communication around future plans encouraged employees to support change and drive better outcomes – and even get excited about automation!
  • The importance of making change quickly and transparently for a positive result
Connie Mogg, Director Research and Revenue Accounting Services at Monash University

Connie Mogg

Director Research and Revenue Accounting Services
Monash University

11:00 am - 11:30 am How Customer Tinted Glasses And Business Process Excellence Have Redesigned Lion’s Enterprise Services Strategy

Historically, shared services functions have operated independently from many other business functions. But as digitisation and customer demand brings disparate functions closer together, leaders are having to remap the way shared services is done. For Lion, not only did this result in a complete re-envisioning  of operational processes, but redesigning and working a customer centric mindset across the organisation. In this session, hear how Lisa and the Shared Services team have: 

  • Deployed a clear transformation strategy across the business to manage change and employee resistance
  • Have successfully embedded a customer-centric attitude in the shared services function
  • Aligned the strategic, operational and transactional business functions for a new service model
  • Shifted towards value-add and partnering streams and away from traditional function streams
  • Embedded a culture of business process excellence
Lisa Seary, Business Process Excellence Director at Lion

Lisa Seary

Business Process Excellence Director
Lion

11:30 am - 12:30 pm Session Reserved for Partners In Performance

Malcolm Allen, Director at Partners In Performance

Malcolm Allen

Director
Partners In Performance

11:30 am - 12:00 pm 1:1 Business Meetings

12:00 pm - 12:30 pm 1:1 Business Meetings

12:30 pm - 1:30 pm Lunch & Networking Break

1:30 pm - 2:00 pm Supporting Business Wide Digitisation With A Fast Paced Finance Transformation and Restructure At Optus

18 months ago, Optus embarked on a business wide transformation journey, committing to meet customer expectations with a new digital readiness. As a result, the finance team has had to reassess its digital roadmap and re-design their ways of working. In this session hear how Jennifer and her team have:

  • Moved from business partners to a 2 tiered structure – with 20% of the team as subject matter experts and 80% of the team sitting in a Centre of Excellence
  • Built a digital roadmap with buy in from stakeholders and third party advisors
  • Built in-house robots to speed up processes and reduce costs
  • Implemented transformation phases in parallel with each other
Jennifer Traynor, Commercial Director - Business and Wholesale at Optus

Jennifer Traynor

Commercial Director - Business and Wholesale
Optus

2:00 pm - 3:00 pm Brainweave – Moving Shared Services Up The Value Curve With Business Insights

Fehraz Fallil, General Manager Financial Management and Treasury at iCare

Fehraz Fallil

General Manager Financial Management and Treasury
iCare

2:00 pm - 2:30 pm 1:1 Business Meetings

2:30 pm - 3:00 pm 1:1 Business Meetings

3:00 pm - 3:30 pm Afternoon Tea & Networking Break

3:30 pm - 4:00 pm How Qantas Are Transitioning From Cost And Timing To Customer Service Insights And Streamlined Processes

4 Months ago, Qantas embarked on the first step of a digital transformation that will see their centre of finance excellence transform into a next-generation business insight centre. In this session, hear how Cheryl and her team:

  • Went live with a new revenue accounting system, with an opening balance of $2.4Billion and 23Million individual coupons
  • Handles a resulting restructure of transactional services and the existing operating model
  • Implemented new analytical systems to drive greater business insights into the business
Cheryl Noorbergen, Head of Finance Centre of Excellence at Qantas

Cheryl Noorbergen

Head of Finance Centre of Excellence
Qantas

4:00 pm - 5:00 pm Brainweave: Benchmarking and Metrics For A True Understanding Of Your Organisations Shared Services Capabilities

Llewleyn Flemming, General Manager Enterprise Services at AGL

Llewleyn Flemming

General Manager Enterprise Services
AGL

4:00 pm - 4:30 pm 1:1 Business Meetings

4:30 pm - 5:00 pm 1:1 Business Meetings

5:00 pm - 6:00 pm Networking Drinks

6:00 pm - 6:00 pm Group Sit-Down Dinner