Celebrating Two Decades of Excellence!


June 16 - 19, 2020
Dallas, TX

Main Conference Day One | Thursday, June 27, 2019

Start of Main Conference Day One

8:00 am - 8:30 am REGISTRATION & NETWORKING BREAKFAST

8:30 am - 8:50 am CHAIRMAN'S OPENING REMARKS

Brad DeMent - Partner, ScottMadden
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Brad DeMent

Partner
ScottMadden

8:50 am - 9:00 am “GUESS WHO” MORNING MIXER!

Are you getting the support you need from the highest levels of your organization? What can you do to ensure greater alignment with corporate goals and objectives? During this interactive session:
• Explore the critical capabilities that add real value to the organization and the levers that you can pull to gain more internal alignment and linkages to corporate strategy
• Understand expectations for the future evolution of your platform in a complex and fast-paced global environment
Walk away from this session with a new understanding on how to best position your organization to respond to changing business needs and capture value at every turn.


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Candace Palmarozzi

Vice President Corporate Controller & Chief Accounting Officer
Borden Dairy

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Krishna Nacha

Head of Global Business Services (BPO - FAO, KPO, Procurement, LPO)
Wipro Limited

9:45 am - 10:30 am THE ROAD TO FINANCE SHARED SERVICES – KEYS TO A SUCCESSFUL IMPLEMENTATION AND INNOVATIVE IDEAS FOR CONTINUOUS IMPROVEMENT

Patricia "Patti" M. Knight - Vice President, Finance Initiatives, BAE Systems, Inc.
Many organizations have implemented finance shared services, but some have struggled do to it successfully. Others have stagnated after the initial launch or have become complacent with early wins. However, the most successful ones have evolved with innovative thinking, new technologies, and changing mindsets. During this session, you’ll learn:
• Key lessons from a successful finance shared services implementation
• Ideas for innovating that include expanding to other functions, automating with RPA, and improving customer service using universal agents
• Ways to leverage shared services practices and tools to improve other parts of the business
• Takeaways for establishing a continuous improvement culture


Patricia "Patti" M. Knight

Vice President, Finance Initiatives
BAE Systems, Inc.

10:30 am - 11:45 am MORNING NETWORKING BREAK & DEMO DRIVE

TRACKED SESSIONS BEGIN

TRACK A: PLANNING & LAUNCHING

11:45 am - 12:30 pm STRATEGIES AND TOOLS TO DEVELOP A FSS MODEL
Angela Schuchart - Director Finance, SS, U.S. Venture, Inc.
Congratulations! You have decided to move forward with a shared services plan for your financial organization. But what’s next? How do you make it happen? In this session gain actionable strategies, practical tools and sure-fire approaches to go from shared services vision to implementation, and key considerations to ensure long-term success.
Attendees will:
• Review key characteristics of successful FSSO models
• Discuss common implementation mistakes and how to avoid them
• Learn how to measure and communicate implementation success
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Angela Schuchart

Director Finance, SS
U.S. Venture, Inc.

TRACK A: PLANNING & LAUNCHING

12:30 pm - 1:15 pm ALL ABOARD -- HOW TO ENGAGE STAKEHOLDERS, BUILD TRUST AND COMMUNICATE THE VALUE OF YOUR SHARED SERVICES INITIATIVE
Dan Davidson - Vice President of Global Finance Shared Services, Equifax
Communicating the value of your SS vision and gaining stakeholders’ buy-in is imperative to getting your project off the ground, as well as for future growth. But let’s face it - stakeholders are quite often your biggest stumbling block. Join this session to gain valuable insights on potential sources of resistance to change, as well as practical tools for diagnosing, and navigating change efforts more effectively, including:
• How to build a culture of trust and confidence
• Empathy: diagnosing, and alleviating, triggers of resistance
• How to provide continuous support to enable continuous improvement
• Tips and techniques for engaging staking holders and driving change
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Dan Davidson

Vice President of Global Finance Shared Services
Equifax

TRACK A: PLANNING & LAUNCHING

1:15 pm - 2:15 pm NETWORKING LUNCH

TRACK B: TAKING YOUR MATURE FSSO TO THE NEXT STAGE IN ITS EVOLUTION

11:45 am - 12:30 pm MOVING UP THE SHARED SERVICES VALUE CHAIN — DESIGNING A FRAMEWORK FOR ASSESSING AND IMPROVING YOUR FSSO
Cindy Pauls - Director of Shared Services, Borden Dairy Company
Now that you have an established SS delivery model primed for growth, it’s important to understand the levers you can adjust to improve your efficiency and effectiveness and take your SSO to the next level. In this session we will share strategies to add value to your organization.
Discussion will include:
• A framework that can help you ensure your operations are aligned with leading practices
• Both tactical and transformative changes to help you realize your shared services goals
• Examine end-to-end processes to assess readiness for automation
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Cindy Pauls

Director of Shared Services
Borden Dairy Company

TRACK B: TAKING YOUR MATURE FSSO TO THE NEXT STAGE IN ITS EVOLUTION

12:30 pm - 1:15 pm HOW TO DESIGN A PROJECT MANAGEMENT STRATEGY FOR YOUR EXPANDING FSSO
Kathleen (Kathi) Boczar - AVP, Process Transformation – Global Finance Operations, CHUBB
Project management is crucial to the success of any expanding FSSO as a way of ensuring you have the right team, the right goals and the right level of accountability. In this session, we will give you a roadmap to develop a project management strategy for your evolving SSO. Topics include:
• Structure: What is a project management department and do we need one?
• Team: Should we have a dedicated project team or incorporate the project into existing responsibilities?
• Scope: When developing the scope of a project, is it better to start small or go big?
• Accountability: How do you keep your project on track to achieve its objectives?
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Kathleen (Kathi) Boczar

AVP, Process Transformation – Global Finance Operations
CHUBB

TRACK B: TAKING YOUR MATURE FSSO TO THE NEXT STAGE IN ITS EVOLUTION

1:15 pm - 2:15 pm NETWORKING LUNCH

TRACK A: PLANNING & LAUNCHING

2:15 pm - 3:00 pm THE ULTIMATE CHANGE MANAGEMENT GUIDE TO IMPROVE DELIVERABLES AND ENSURE LONG-TERM SUCCESS
Ravinder Dhugee - Director, Finance Shared Services, Westlake Chemical
Kashmir Birk - Talent & Change Management Leader, TrueNorth
Change management is the key to the success of your FSSO initiatives! Regardless of where your organization may be on the maturity curve of shared services, change is a constant, and the ability to manage change as part of your day-to-day operations is crucial to ensure the cultural transformation needed for execution and growth. During this session we will discuss change management and employee engagement techniques that will allow you to:
• Enable on-going change for sustainable support and business results
• Manage cultural changes while keeping employees engaged and motivated
• Master ongoing communication that is relevant and resonates with stakeholders and employees
• Execute a plan to manage the challenges created by the growth of digital labor
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Ravinder Dhugee

Director, Finance Shared Services
Westlake Chemical

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Kashmir Birk

Talent & Change Management Leader
TrueNorth

TRACK A: PLANNING & LAUNCHING

3:00 pm - 3:45 pm BLOCKCHAIN FOR PAYMENT CLEARANCE, PAYMENT CONTRACT AND PROCURE TO PAY
Binu Surendranath - Global Process Owner - Finance Payout, Microsoft
Most payment processes consist either of manual paper processes or file/e-documents exchanges involving multiple parties. The payment cycle takes days to complete, and any exceptions or errors will further delay the process. The distributed ledger nature of blockchain establishes the prerequisite of connecting all the parties in a financial transaction in real time and simultaneously, opening up the possibility of processing the payment across all sides at the same time while supporting an audit trail and reducing the chances of fraud or security breaches.
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Binu Surendranath

Global Process Owner - Finance Payout
Microsoft

TRACK B: TAKING YOUR MATURE FSSO TO THE NEXT STAGE IN ITS EVOLUTION

2:15 pm - 3:00 pm ACHIEVING TOUCHLESS OR INVISIBLE FINANCE WITHOUT OCR OR RPA
Michael Guidry - Senior Director, Alliances, Tradeshift
RPA, OCR, AI, Machine Learning, NLP and (insert your favorite automation buzzword here) are all technologies that promise to improve the accuracy and provide straight through/touchless processing of invoices. While these technologies provide a greater level of automation than manual processes, they don’t address the source of the challenge these technologies are solving - receiving paper and PDF invoices. How can you solve this challenge and move to a digital future? How should you think about your future F&A function where technologies don’t just act as stopgap fixes but contribute towards a holistic and even “invisible" enterprise capability?
 
In this session, we will review the critical success factors that will drive the F&A function of the future, towards “invisible” F&A. As an example of how organizations can think about this shift, we will review e-invoicing strategies that get away from paper and PDF challenges that OCR and RPA approaches tend to focus on. We will cover:
·          Common challenges of e-invoicing adoption by suppliers
·         An onboarding approach and segmentation that covers 100% of suppliers (top, middle and long tail)
·         How to offer a balanced approach to e-invoicing that benefits both buyers and suppliers 


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Michael Guidry

Senior Director, Alliances
Tradeshift

TRACK B: TAKING YOUR MATURE FSSO TO THE NEXT STAGE IN ITS EVOLUTION

3:00 pm - 3:45 pm INSTITUTING A CONTINUOUS IMPROVEMENT CULTURE IN YOUR FSSO TO ENSURE GROWTH AND SUSTAINABILITY
Simon Lin - Senior Director Shared Services, Goodman Manufacturing, Co., L.P. A member of DAIKIN Group
Every FSSO understands that the key to maturation and achieving true end-to-end process excellence requires the cultivation of a continuous improvement mentality from all stakeholders as well as the proper use of the best methodology for your business. So how do you develop a culture of Continuous Improvement (CI) and a passion for change that will enhance your employees’ experience and improve your bottom line? This discussion will provide some key strategies essential to drive a continuous improvement culture in your FSSO:
• How to develop a continuous improvement mindset shift
• How to build a robust and sustainable culture of continuous improvement
• Optimize the relationship between people, process, technology and resources
• How to enable transformational and sustainable improvements that contribute to your FSSO bottom line
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Simon Lin

Senior Director Shared Services
Goodman Manufacturing, Co., L.P. A member of DAIKIN Group

3:45 pm - 4:15 pm AFTERNOON NETWORKING BREAK

INTERACTIVE DISCUSSION GROUP (IDGS)

IDG 1

4:20 pm - 4:50 pm DISSECTING THE FINANCE PROCESS: WHAT FITS, WHAT DOES NOT, WHAT TO AUTOMATE AND WHERE TO ADD VALUE
Randy Figueroa - Head of Global Alliances, AppZen
•The do’s and don’ts for choosing which services to include in your model and which to leave out
• Understand which processes provide the obvious and most advantageous candidates for automation


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Randy Figueroa

Head of Global Alliances
AppZen

IDG 1

4:55 pm - 5:25 pm DISSECTING THE FINANCE PROCESS: WHAT FITS, WHAT DOES NOT, WHAT TO AUTOMATE AND WHERE TO ADD VALUE
Randy Figueroa - Head of Global Alliances, AppZen
•The do’s and don’ts for choosing which services to include in your model and which to leave out
• Understand which processes provide the obvious and most advantageous candidates for automation


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Randy Figueroa

Head of Global Alliances
AppZen

IDG 2

4:20 pm - 4:50 pm EXPANDING THE SCOPE OF BUSINESS SERVICES
Jason Conrey - Sales Director, Softomotive


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Jason Conrey

Sales Director
Softomotive

IDG 2

4:55 pm - 5:25 pm EXPANDING THE SCOPE OF BUSINESS SERVICES
Jason Conrey - Sales Director, Softomotive


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Jason Conrey

Sales Director
Softomotive

IDG 3

4:20 pm - 4:50 pm UNDERSTANDING THE VALUE AND PRACTICAL IMPLICATIONS OF DYNAMIC DISCOUNTING
Brendan Hickey - Enterprise Account Executive, Direct Commerce, Inc.
  • •Discounting is only a good approach if you care about money
  • Early payment discounting vs DPO extension
  • Paying early to improve your cash flow: counter-intuitive?
  • Four types of early payment discounting: are you using them all?
  • Many companies fail at discounting... technology is not enough


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Brendan Hickey

Enterprise Account Executive
Direct Commerce, Inc.

IDG 3

4:55 pm - 5:25 pm UNDERSTANDING THE VALUE AND PRACTICAL IMPLICATIONS OF DYNAMIC DISCOUNTING
Brendan Hickey - Enterprise Account Executive, Direct Commerce, Inc.
  • Discounting is only a good approach if you care about money
  • Early payment discounting vs DPO extension
  • Paying early to improve your cash flow: counter-intuitive?
  • Four types of early payment discounting: are you using them all?
  • Many companies fail at discounting... technology is not enough


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Brendan Hickey

Enterprise Account Executive
Direct Commerce, Inc.

IDG 4

4:20 pm - 4:50 pm BEST PRACTICES WHEN ROLLING OUT AN RPA SOLUTION
Peter Mueller - Senior Sales & Business Development Manager, ABBYY
• Develop a revised program plan for the new pilot projects you have in the works
• Assess what other factors you should take into account when deciding if a new functional department or business unit should test RPA


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Peter Mueller

Senior Sales & Business Development Manager
ABBYY

IDG 4

4:55 pm - 5:25 pm BEST PRACTICES WHEN ROLLING OUT AN RPA SOLUTION
Peter Mueller - Senior Sales & Business Development Manager, ABBYY
• Develop a revised program plan for the new pilot projects you have in the works
• Assess what other factors you should take into account when deciding if a new functional department or business unit should test RPA


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Peter Mueller

Senior Sales & Business Development Manager
ABBYY

IDG 5

4:20 pm - 4:50 pm VENDOR SELECTION -HOW TO BETTER EVALUATE VENDORS
Kathleen (Kathi) Boczar - AVP, Process Transformation – Global Finance Operations, CHUBB
• Build a trusted relationship with your vendors during the selection process
• Ensure you are asking the right questions that will help you better understand and select the right solution
• Understand the purpose of the vendor evaluation form and the importance of using it
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Kathleen (Kathi) Boczar

AVP, Process Transformation – Global Finance Operations
CHUBB

IDG 5

4:55 pm - 5:25 pm VENDOR SELECTION -HOW TO BETTER EVALUATE VENDORS
Kathleen (Kathi) Boczar - AVP, Process Transformation – Global Finance Operations, CHUBB
• Build a trusted relationship with your vendors during the selection process
• Ensure you are asking the right questions that will help you better understand and select the right solution
• Understand the purpose of the vendor evaluation form and the importance of using it
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Kathleen (Kathi) Boczar

AVP, Process Transformation – Global Finance Operations
CHUBB

5:25 pm - 6:25 pm "EVERYTHING IS BIGGER IN TEXAS” WELCOME RECEPTION

5:30PM - EVERYTHING'S BIGGER IN TEXAS WELCOME RECEPTION