20th Annual Shared Services for Finance & Accounting

June 16 - 19, 2020 | Dallas, TX

Main Conference Day Two | Friday, June 28, 2019

Start of Main Conference Day Two

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

8:30 am - 8:45 am CHAIRMAN'S RECAP AND WELCOME

Brad DeMent - Partner, ScottMadden
img

Brad DeMent

Partner
ScottMadden

REVOLUTIONIZING FSSO FUNCTIONS WITH TECHNOLOGY

Intelligent automation offers an array of possibilities: hear how robots can reduce significant parts of the manual effort across your entire finance function (AP, AR, FA, GL, R2R, Internal Controls & Reporting). Many can perform all of the manual financial and accounting tasks and controls, complete documentation and maintain an audit trail. They can even interact with approvers and supervisors when needed and always provide a dynamic dashboard of global progress. In this session we will explore:
• How to collaborate with IT on architecture, infrastructure, security, and controls
• Develop a framework for governance, compliance, audit, and metrics for success
• Replace your manual effort through robots with built-in IP process
• How to maximize stakeholder engagement early on
img

Rich Benoit

Director of RPA
McKesson Financial Center

img

Nikhil Gupta

Vice President
Marsh

img

Rob Freedman

Senior Account Executive
UiPath

img

Morey Thompson

Director - Finance Operations
Essilor

CONCURRENT TRACKS: PRESSURES FACING TODAY’S MODERN SHARED SERVICES ORGANIZATION

TRACK A: GLOBAL BUSINESS SERVICES & TECHNOLOGY INNOVATION

9:45 am - 10:30 am FIRESIDE CHAT: ESTABLISHING A PROPER GOVERNANCE STRUCTURE FOR YOUR GLOBAL BUSINESS SERVICES ORGANIZATION
Ime Ekanem - Global Head of Finance and Accounting BPO, Uber
Kashmir Birk - Talent & Change Management Leader, TrueNorth
A proper governance structure is imperative to successfully operate a GBS organization. Governance ensures that stakeholders’ needs are properly taken into consideration and addressed, company objectives are achieved, risks are monitored and accessed effectively, and the management of issues and business processes are aligned with the company’s initiatives.
In this session participants will:
• Hear how to effectively implement a proper governance structure that will work for GBS organizations
• Understand the significance of developing or finding a governance structure that is right for your organization
• Compare different governance structures employed by GBS organizations and establish how implementing a similar structure can enhance your business operation
img

Ime Ekanem

Global Head of Finance and Accounting BPO
Uber

img

Kashmir Birk

Talent & Change Management Leader
TrueNorth

TRACK B: LEADERSHIP DEVELOPMENT & TALENT MANAGEMENT

9:45 am - 10:30 am THE ROBOTS WILL NOT TAKE YOUR JOB! INTEGRATING “HUMANS” AND “TECHNOLOGY” FOR THE FUTURE SSO WORKFORCE
Tim Dorren - Group Director, NA Accounting Shared Services, Toyota Motor North America
RPA offers a vast array of substantial benefits to organizations that aim to automate their processes, to increase productivity, and free up their workforce’s hours so they can tackle higher valued work. Join this session to learn how to:
• Prepare your employees to embrace the concept of “co-working” with bots in the rapidly changing SSO environment
• Define the next generation of high-diversity, high-performance digital workforce • Equip employees with new skills and competencies needed for the digital workforce
img

Tim Dorren

Group Director, NA Accounting Shared Services
Toyota Motor North America

TRACK A: GLOBAL BUSINESS SERVICES – ACHIEVING THE NEXT LEVEL OF PERFORMANCE

10:30 am - 11:15 am CASE STUDY: LEVERAGING RPA FOR YOUR COGNITIVE JOURNEY
Alex Mansur - Intelligent Automation Architect, McKesson
Goutham Radhakrishnan - Automation Architect, McKesson Financial Center
In this session, automation architects from McKesson will give you a first-hand overview of their organization’s automation journey. Discussion includes:
• Emerging Technologies
• Cognitive Automation and beyond
• Reimagining the workforce with automation
• What is Amelia?
• And More!
img

Alex Mansur

Intelligent Automation Architect
McKesson

img

Goutham Radhakrishnan

Automation Architect
McKesson Financial Center

TRACK B: LEADERSHIP DEVELOPMENT & TALENT MANAGEMENT

10:30 am - 11:15 am PANEL DISCUSSION: BUILDING AN F&A SHARED SERVICES BRAND THAT ATTRACTS & RETAINS HIGH-PERFORMING TALENT
Angela Schuchart - Director Finance, SS, U.S. Venture, Inc.
Dan Davidson - Vice President of Global Finance Shared Services, Equifax
With employee turnover still a major problem for SSOs:
• How are you tackling this problem to identify and nurture the Next-Generation C-Suite?
• What strategies are you employing to build a brand that helps attract Millennials and retain them?
• What succession planning and career development initiative have you implemented for building a strong leadership pipeline?
• How are you upskilling and reskilling your talent for technology enabled roles?
img

Angela Schuchart

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

img

Dan Davidson

Vice President of Global Finance Shared Services
Equifax

11:15 am - 11:45 am MORNING MINGLE, RECHARGE & DEMO DRIVE PRIZE RAFFLE DRAWING WINNERS ANNOUNCED

END TO END PROCESS EXCELLENCE

11:45 am - 12:30 pm PERFORMANCE IMPROVEMENT: USING KPIS TO BOOST EFFICIENCY

Sylvie Malka - Director Finance Shared Services, Belron Canada
Are you considering improvements to your Accounts Payable processes, but aren’t sure where you could be more efficient or effective, or how much of an improvement is realistic? The key to answering those questions is benchmarking -- establishing a baseline of your current performance and comparing with other organizations. This session will arm you with the tools needed to establish a measurement program inside your AP department. Key issues to be discussed includes:
• How can you build the metric to begin measuring?
• What governance, policies, and procedures should be in place before you begin measuring?
• How should you determine what to measure, and who to benchmark against?
img

Sylvie Malka

Director Finance Shared Services
Belron Canada

12:30 pm - 1:15 pm CASE STUDY: TACTICS FOR RUNNING PROCURE-TO-PAY BETTER, FASTER, AND STRONGER

George Buening - Senior Director, Record to Report, Ascension Health
In this session, presenters will share a case study on how they were able to improve the P2P process in their SSO. You will gain insight on the key strategies to continuous service transformation - from simplification to creation of new opportunities. Walk away with an action plan to deliver higher performance levels.
Discussion will include:
• Business Partnering: What does it mean to you, how are you succeeding at it?
• Continuous Improvement: How and when do you need to rethink where improvements and innovations are coming from, particularly in a global marketplace?
• Efficiency vs. Effectiveness: How do you achieve this balance to support process optimization?
img

George Buening

Senior Director, Record to Report
Ascension Health

1:15 pm - 2:15 pm SWEETER IN THE SOUTH NETWORKING LUNCH

img

Bryce Tawney

Former Sr. Director, Finance Lead for Integration, Advisory Board Member, University of North Texas School of Accounting
Halliburton

PROCESS INNOVATION INTENSIVES

3:00 pm - 3:30 pm RECORD TO REPORT STANDARDIZATION

George Buening - Senior Director, Record to Report, Ascension Health
img

George Buening

Senior Director, Record to Report
Ascension Health

img

Bryce Tawney

Former Sr. Director, Finance Lead for Integration, Advisory Board Member, University of North Texas School of Accounting
Halliburton

3:00 pm - 3:30 pm ORDER TO CASH GENERAL PROCESS MANAGEMENT RECONCILIATION

Sid Subramani - Solution Principal, HighRadius
img

Sid Subramani

Solution Principal
HighRadius

3:00 pm - 3:30 pm GENERAL PROCESS MANAGEMENT

Sylvie Malka - Director Finance Shared Services, Belron Canada
img

Sylvie Malka

Director Finance Shared Services
Belron Canada

3:30 pm - 3:45 pm AFTERNOON NETWORKING RECHARGE - GRAB & GO SNACK

3:45 pm - 4:00 pm CHAIRPERSON’S WRAP UP AND CLOSING REMARKS

5:00 pm CONFERENCE CONCLUDES - SEE YOU NEXT YEAR!