JUNE 26 - 28, 2019
Hilton Dallas/ Southlake Town Square

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!



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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.


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 - 12:15 pm STRATEGIES AND TOOLS TO DEVELOP A FSS MODEL
Angela Schuchart - Director Finance, SS, U.S. Venture, Inc.
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Angela Schuchart

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

TRACK A: PLANNING & LAUNCHING

12:15 pm - 12:45 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
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Dan Davidson

Vice President of Global Finance Shared Services
Equifax

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

11:45 am - 12:15 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
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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

12:15 pm - 12:45 pm HOW TO DESIGN A PROJECT MANAGEMENT STRATEGY FOR YOUR EXPANDING FSSO
Kathleen (Kathi) Boczar - AVP, Process Transformation – Global Finance Operations, CHUBB
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Kathleen (Kathi) Boczar

AVP, Process Transformation – Global Finance Operations
CHUBB

TRACK A: PLANNING & LAUNCHING

12:45 pm - 1:15 pm THE ULTIMATE CHANGE MANAGEMENT GUIDE TO IMPROVE DELIVERABLES AND ENSURE LONG-TERM SUCCESS
Ravinder Dhugee - Director, Finance Shared Services, Westlake Chemical
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Ravinder Dhugee

Director, Finance Shared Services
Westlake Chemical

TRACK A: PLANNING & LAUNCHING

1:15 pm - 2:15 pm NETWORKING LUNCH

TRACK A: PLANNING & LAUNCHING

2:15 pm - 2:45 pm BLOCKCHAIN FOR PAYMENT CLEARANCE, PAYMENT CONTRACT AND PROCURE TO PAY
Binu Surendranath - Global Process Owner - Finance Payout, Microsoft
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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

12:45 pm - 1:15 pm ACHIEVING DIGITAL TRANSFORMATION IN FINANCE WITHOUT OCR OR RPA
Michael Guidry - Senior Director, Alliances, Tradeshift
Reetika Fleming - Director, Insurance, Smart Analytics & AI, HFS Research


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Michael Guidry

Senior Director, Alliances
Tradeshift

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Reetika Fleming

Director, Insurance, Smart Analytics & AI
HFS Research

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

1:15 pm - 2:15 pm NETWORKING LUNCH

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

2:15 pm - 2:45 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
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Simon Lin

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

2:45 pm - 3:30 pm HOW TO OVERCOME MASTER DATA MANAGEMENT BUY-IN OBSTACLES

Dennis M. McCartney, CPA - Director, Central Account Payable, Fresenius Medical Care North America

Dennis M. McCartney, CPA

Director, Central Account Payable
Fresenius Medical Care North America

3:30 pm - 4:00 pm AFTERNOON NETWORKING BREAK

INTERACTIVE DISCUSSION GROUP (IDGS)

IDG 1

4:00 pm - 4:30 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


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Randy Figueroa

Head of Global Alliances
AppZen

IDG 1

4:35 pm - 5:05 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


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Randy Figueroa

Head of Global Alliances
AppZen

IDG 2

4:00 pm - 4:30 pm EXPANDING THE SCOPE OF BUSINESS SERVICES


IDG 2

4:35 pm - 5:05 pm EXPANDING THE SCOPE OF BUSINESS SERVICES


IDG 3

4:00 pm - 4:30 pm SUPPLIERS’ DYNAMIC DISCOUNTING TO ADD VALUE TO YOUR AP PROCESSES


IDG 3

4:35 pm - 5:05 pm SUPPLIERS’ DYNAMIC DISCOUNTING TO ADD VALUE TO YOUR AP PROCESSES


IDG 4

4:00 pm - 4:30 pm BEST PRACTICES WHEN ROLLING OUT AN RPA SOLUTION
Peter Mueller - Senior Sales & Business Development Manager, ABBYY


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Peter Mueller

Senior Sales & Business Development Manager
ABBYY

IDG 4

4:35 pm - 5:05 pm BEST PRACTICES WHEN ROLLING OUT AN RPA SOLUTION
Peter Mueller - Senior Sales & Business Development Manager, ABBYY


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Peter Mueller

Senior Sales & Business Development Manager
ABBYY

IDG 5

4:00 pm - 4:30 pm VENDOR SELECTION -HOW TO BETTER EVALUATE VENDORS
Kathleen (Kathi) Boczar - AVP, Process Transformation – Global Finance Operations, CHUBB
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Kathleen (Kathi) Boczar

AVP, Process Transformation – Global Finance Operations
CHUBB

IDG 5

4:35 pm - 5:05 pm VENDOR SELECTION -HOW TO BETTER EVALUATE VENDORS
Kathleen (Kathi) Boczar - AVP, Process Transformation – Global Finance Operations, CHUBB
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Kathleen (Kathi) Boczar

AVP, Process Transformation – Global Finance Operations
CHUBB

5:10 pm - 6:10 pm "EVERYTHING IS BIGGER IN TEXAS” WELCOME RECEPTION

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