MAIN CONFERENCE: DAY 1: THURSDAY, JUNE 18, 2020

8:00 am - 8:30 am Registration & Networking Breakfast

8:30 am - 9:00 am Chairperson’s Welcome Remarks

9:00 am - 9:45 am C-SUITE PANEL DISCUSSION: THE ROLE OF THE C-SUITE IN THE TECHNOLOGY DECISION MAKING PROCESS

Bill White - Executive Vice President, Chief Financial Officer, PrimeSource Building Products
img

Bill White

Executive Vice President, Chief Financial Officer
PrimeSource Building Products

9:45 am - 10:30 am PANEL DISCUSSION: AMPLIFYING ALLIES AND CONVERTING FRENEMIES—HOW TO ACHIEVE STAKEHOLDERS BUY-IN

Dan Davidson - Vice President of Global Finance Shared Services, Equifax
John Hopkins - VP, Finance Shared Services, Revlon
Whether you are implement or optimizing a FSSO, it is important to make sure you are communicating effectively with stakeholders and aligning with business needs. Developing and communicating a clear concise message that speaks the language of your stakeholders is instrumental in making them allies of your current and future shared services initiatives. Our panelists will share insight on:
• How to build and maintain stakeholders trust to get buy-in
• Effective communication strategies—it’s not always what you say but how you say it
• Potential reasons for stakeholder resistance
• How to make sure your message outlines the value of process improvements
• Stakeholder management
John Hopkins, Vice President
img

Dan Davidson

Vice President of Global Finance Shared Services
Equifax

img

John Hopkins

VP, Finance Shared Services
Revlon

10:30 am - 11:30 am Morning Networking Break & Demo Drive

Track Sessions

Track A: Planning and Launching Shared Services

11:30 am - 12:00 pm 3 KEYS STEPS TO DEVELOPING A WINNING BUSINESS CASE TO SECURE LEADERSHIP BUY-IN
This track has been designed specifically to cater towards the challenges, benchmarks and solutions for Beginners/Intermediate shared services executives

Track A: Planning and Launching Shared Services

12:00 pm - 12:30 pm SHARED SERVICES ESSENTIALS: WHAT YOU NEED TO KNOW TO SUCCESSFULLY BUILD AND IMPLEMENT A SHARED SERVICES FROM THE GROUND UP
Ashley Ross - Director, Hilton Accounting & Finance Services – Transitions, Hilton
img

Ashley Ross

Director, Hilton Accounting & Finance Services – Transitions
Hilton

This track has been designed specifically to cater towards the challenges, benchmarks and solutions for Beginners/Intermediate shared services executives

Track A: Planning and Launching Shared Services

12:30 pm - 1:00 pm IDENTIFY AND DEVELOP TOMORROW’S SHARED SERVICES LEADER TO ENSURE FUTURE SUCCESS
Valerie Wolbrueck - Director – Financial Shared Services, Lennox International
img

Valerie Wolbrueck

Director – Financial Shared Services
Lennox International

This track has been designed specifically to cater towards the challenges, benchmarks and solutions for Beginners/Intermediate shared services executives

Track A: Planning and Launching Shared Services

1:00 pm - 1:30 pm WHEN THINGS DON’T GO AS PLANNED—WHAT I LEARNED FROM A FAILED SSO IMPLEMENTATION
Jose Sorondo - Global Director Accounts Payable, lululemon
img

Jose Sorondo

Global Director Accounts Payable
lululemon

This track has been designed specifically to cater towards the challenges, benchmarks and solutions for Beginners/Intermediate shared services executives

TRACK B: Advancing Value & Expanding Scope

11:30 am - 12:00 pm KEY CONSIDERATIONS FOR MIGRATING TO A GLOBAL BUSINESS SERVICE
Fernando Munoz Huelgas - Global Process Lead, Kraft Heinz Co.
Transitioning to global business services allows your organization to take advantage of an optimized labor pool, lower cost labor pool, and a shared governance structure. If you are a mature FSSO considering a move to a Global Business Service (GBS) to simplify costs but still struggling with where to start and asking yourself “is it worth it and is it the right option for your organization?” this session is for you. Presenter will provide insight and answers that will help you identify if a GBS is the right decision for you.
• Explore the different operating models in the Global Business Service space
• Outline and overcoming the challenges faced when implementing a GBS model
• Understand the cost and benefits realized through a GBS model
img

Fernando Munoz Huelgas

Global Process Lead
Kraft Heinz Co.

For organizations that are mature and looking to take their SSO to next level of growth and operational excellence,  this track provides a reference point to keep your efforts on track

TRACK B: Advancing Value & Expanding Scope

12:00 pm - 12:30 pm ACHIEVING THE NEXT LAYER OF GROWTH– TACTICS TO ADVANCE THE MATURITY OF YOUR FSSO


For organizations that are mature and looking to take their SSO to next level of growth and operational excellence,  this track provides a reference point to keep your efforts on track

TRACK B: Advancing Value & Expanding Scope

12:30 pm - 1:00 pm UTILIZING DATA ANALYTICS TO ENHANCE YOUR FSSO
Shared Services Centers are always looking at ways to move up the value chain in providing strategic insights to customers through their business operations. With the finance function evolving to take a larger role as the champions of the organization’s financial and strategic objectives, leveraging data analytics is definitely a way to achieve greater insight into the health of your business, support better business decisions and set you on the path to achieving operational excellence. However if the right data isn’t leveraged, you won’t get the optimal information from your data! In this session, participants will:
• Hear how to link your shared services data analytics to improve customer insights, product management, financial reporting and more importantly, bottom-line improvement
• Learn what top management expects from your shared services data
• Better understand how to prepare and structure your data
• Understand the benefits of employing the different types of analytics (descriptive, predictive, and prescriptive) and discuss which type might be right for your organization
For organizations that are mature and looking to take their SSO to next level of growth and operational excellence,  this track provides a reference point to keep your efforts on track

TRACK B: Advancing Value & Expanding Scope

1:00 pm - 1:30 pm VENDOR MANAGEMENT STRATEGY TO MOVE UP THE VALUE CHAIN
For organizations that are mature and looking to take their SSO to next level of growth and operational excellence,  this track provides a reference point to keep your efforts on track
Customize your learning. Choose one of the Below Tracks Based on Interest and Maturity of Your FSSO. You are welcome to move in and out of the tracks as you see fit. Attending as a group? Why not split up and attend different sessions – and share your notes?

1:30 pm - 2:30 pm Networking Lunch & Learn

Spurred on by the conversation around the #MeToo revelations, gender inequality has never been more visible or relevant in the workplace than it is at this moment. While we have seen the rise in women leadership heading up some of the largest corporations, there is still a gap in gender equality. The shared services industry has provided exciting opportunities for female executives; however, the career path to leadership is still met with resentment and roadblocks. In this discussion, shared services leaders will share candid perspectives on what effective leaders do daily to rally the resilience needed to succeed, and lessons learned on how to enhance your leadership presence and establish yourself as a strategic heavyweight. Key points to be discussed will include:
• Building strong relationships with people who appreciate your abilities and can show you how to elevate them in turn
• What it means to have an “executive presence” and how you can develop one based on your unique attributes
• How to communicate with confidence and be more persuasive by speaking the language of the business
• Unique challenges women in shared services face related to career advancement, leadership training and skills development
img

Candace Palmarozzi

Vice President Corporate Controller & Chief Accounting Officer
Borden Dairy

img

Becky Haynes

Controller
Acxiom

img

Angela Schuchart

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

3:15 pm - 3:55 pm STRATEGIES TO ACHIEVING P2P EXCELLENCE

Teresa Jackson - Senior Director Accounts Payable, Equifax
P2P process owners, practitioners, experts and executives are pulled in multiple directions between competing priorities that are in constant flux – the drive for greater efficiency, the promise of the latest technology, complex ERP landscapes, pressures on working capital and significant structural business changes to name but a few. How do you know which you should be focusing on to see tangible improvements in the efficiency and effectiveness of your performance? This session will address:
• How to improve the P2P process---what works, what doesn’t
• Areas where the process needs to be improved
• How to build a true P2P team to achieve your P2P goals
• Using digitization to enable agility towards the needs of the organization
img

Teresa Jackson

Senior Director Accounts Payable
Equifax

3:55 pm - 4:25 pm Afternoon Networking Break – Problem/Solution Coffee Talk With Sponsors

4:30 pm - 5:30 pm INTERACTIVE ROUNDTABLE DISCUSSIONS- choose 2 topics

These interactive roundtable sessions take a deep dive into the specific areas you came to discuss. Now is the time to take control of the event. Ask questions (or) answer them with industry peers who are dealing with the same challenges as you. Don’t miss out on the discussions you want to participate in—you’ll get to select a new topic after 30 minutes.

INTERACTIVE ROUNDTABLE DISCUSSIONS

IDG 1

4:30 pm - 5:30 pm START SMALL BUT THINK BIG WHEN IT COMES TO S2P AUTOMATION
Bruce Hanavan - President & CEO, Direct Commerce


img

Bruce Hanavan

President & CEO
Direct Commerce

IDG 2

4:30 pm - 5:30 pm THE EVOLVING ROLE OF GPOS
Fernando Munoz Huelgas - Global Process Lead, Kraft Heinz Co.
img

Fernando Munoz Huelgas

Global Process Lead
Kraft Heinz Co.

IDG 3

4:30 pm - 5:30 pm ZERO-TOUCH, GLOBAL ORDER-to-CASH AUTOMATION
Chris Caparon - CEO, Cforia Software


img

Chris Caparon

CEO
Cforia Software

IDG 4

4:30 pm - 5:30 pm 4 R’S TO TALENT MANAGEMENT: RECRUITING, RETAINING, RETRAINING, RESKILLING EMPLOYEES
Valerie Wolbrueck - Director – Financial Shared Services, Lennox International
img

Valerie Wolbrueck

Director – Financial Shared Services
Lennox International

IDG 5

4:30 pm - 5:30 pm CHANGE MANAGEMENT STRATEGIES FOR TECHNOLOGY TRANSFORMATION

IDG 6

4:30 pm - 5:30 pm 5 WAYS AI CAN TRANSFORM FINANCE AND ACCOUNTING SHARED SERVICES


5:35 pm - 6:35 pm NETWORKING COCKTAIL RECEPTION