MAIN CONFERENCE DAY 2: JUNE 19, 2020

8:00 am - 8:30 am Registration & Morning Networking Break

8:30 am - 8:45 am Chairperson’s Recap

8:45 am - 9:00 am TWO TRUTHS AND A LIE—GAME SHOW

9:05 am - 9:50 am KEYNOTE ADDRESS: EFFECTIVE IT BUY-IN & COLLABORATION TO ENSURE RPA PROGRAM SUCCESS

Satyaki Lodh - CIO, Borden Dairy
As many organizations have learned, getting an intelligent automation program past the approval gate and implementation stage requires enthusiastic stakeholder and IT buy-in and continuous support. Without their support, moving forward with your RPA program initiatives will be an uphill battle. In this session, Satyaki Lodh Borden Diary’s CIO will share insight on:
• Forming strategic alliances with your IT departments
• Understanding what your IT departments need from you and what you need from them
• The importance of ensuring your stakeholders remain an integral player in every stage of your implementation journey
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Satyaki Lodh

CIO
Borden Dairy

2:30 pm - 3:15 pm HOW TO ENSURE THE RIGHT PARTNERSHIP FOR YOUR TRANSFORMATION JOURNEY

Angela Schuchart - Director Finance, SS, U.S. Venture, Inc.
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Angela Schuchart

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

10:25 am - 10:55 am MORNING MINGLE, RECHARGE & DEMO DRIVE PRIZE RAFFLE DRAWING WINNERS ANNOUNCED

11:00 am - 12:30 pm Track Sessions Begin

Track A: Operational Excellence

11:00 am - 11:30 am RESHAPING OR SHAPING YOUR ORGANIZATION’S CULTURE DURING A TIME OF TRANSFORMATION
Tom Sweat - Senior Manager Global Project Management, Hilton Financial, Hilton Hotels Worldwide
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Tom Sweat

Senior Manager Global Project Management, Hilton Financial
Hilton Hotels Worldwide

Are you on the journey to achieving OPEX?    This track is for you            
                      

Track A: Operational Excellence

11:30 am - 12:00 pm EMBRACING USER CENTRIC DESIGN TO CREATE A CULTURE OF CONTINUOUS IMPROVEMENT WITH SHARED SERVICES
Sarah Mesaglio - Continuous Improvement Program Lead--Shared Services, Canadian Tire Corporation
Shared services leaders are often faced with a puzzle - how can I deliver excellent customer experiences and make users happy, while finding ways to be more efficient and deliver savings? In an industry where service excellence means everything, a focus on user experience can help, rather than hinder, shared services leaders in understanding their stakeholders’ needs. A user centric design can uncover waste and inefficiency, identify improvement opportunities, and enable more effective decisions, ultimately being more efficient. With the end goal of improving customer and stakeholder interactions with your Shared Services team we will highlight:
• What is user-centric design and what difference can it make to Shared Services delivery?
• How can user experience mapping deliver insights and help create a culture of continuous improvement?
• What benefits can I expect, and how can I quantify the impact of a user centric continuous improvement approach?
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Sarah Mesaglio

Continuous Improvement Program Lead--Shared Services
Canadian Tire Corporation

Are you on the journey to achieving OPEX?    This track is for you            
                      

Track A: Operational Excellence

12:00 pm - 12:30 pm OPTIMIZING YOUR FSSO WITH PROCESS MINING


Are you on the journey to achieving OPEX?    This track is for you            
                      

Track B: Technology Transformation

11:00 am - 11:30 am PLANNING AND LAUNCHING YOUR RPA PROJECT: MOVING FROM PROOF OF CONCEPT TO PILOT TO PRODUCTION
Morey Thompson - Director - Finance Operations, Essilor
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Morey Thompson

Director - Finance Operations
Essilor

Looking to transform your SSO F&A through technology, this track is for you

Track B: Technology Transformation

11:30 am - 12:00 pm HOW EMERGING TECHNOLOGY IS EVOLVING THE FINANCE & ACCOUNTING FUNCTION


Looking to transform your SSO F&A through technology, this track is for you

Track B: Technology Transformation

12:00 pm - 12:30 pm CASE STUDY: CITIZEN DEVELOPMENT AND EMPOWERMENT IN PROCURE TO PAY: HOW MICROSOFT REDEFINED VALUE PROPOSITION
Harsh Naik - Senior Technology Enablement Leader, Microsoft Procurement
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Harsh Naik

Senior Technology Enablement Leader
Microsoft Procurement

Looking to transform your SSO F&A through technology, this track is for you

12:30 pm - 1:30 pm Networking Luncheon

The success of business transformations cannot be achieved by execution alone. The greatest challenge oftentimes lie in an organization’s ability to manage change expectations for what can be accomplished -- both short- and long-term. This session is designed to help you understand the key levers essential to manage change, including the role c-suites play in supporting and embracing change and fueling positive employee engagement. In this discussion, you will hear how to:
• Create a culture in which you and your team are constantly striving for improvements
• Structure your organizational change management strategy according to the SSO maturity level and future objectives
• Demystify proven change management and employee engagement techniques to overcome ingrained cultural resistance to shared services initiatives
• Confront cultural idiosyncrasies

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Candace Palmarozzi

Vice President Corporate Controller & Chief Accounting Officer
Borden Dairy

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Angela Schuchart

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

2:10 pm - 2:50 pm THE ROAD TO RECONCILIATION—CLOSING YOUR BOOKS WITH CONFIDENCE

2:50 pm - 3:30 pm STRENGTHENING OVERSIGHT OF OUTSOURCING, OPTIMIZATION & AUTOMATION INITIATIVES USING HUBS

Minhaz Lakhani, ACA, CIA, CPA - Director North America Finance Shared Services, McKesson
Advances in technologies have accelerated the expansion of companies across the globe. We live in a hyper-connected and overly complex world. In order to succeed in this global marketplace, most companies have increased the utilization of Shared services. Today, most companies capitalize on Shared services, in some shape or form, to align its operations to its mission statement. Leaders of Shared services organizations are always in a quest for the best model for their organization. Should you implement a global hub, a regional hub or local hub, when outsourcing work? The truth is that no one-size-fits-all formula exists. The success will depend on the Right Shared Service Model adopted along with application of this Mantra: Eliminate non value-add activities;Optimize and automate the value-add activities;Outsource value-add activities, with oversight at the right sized & perfectly placed hub. The end goal is always to achieve economies of scale, efficiencies and better focus on core business without losing a good governance, oversight and control.
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Minhaz Lakhani, ACA, CIA, CPA

Director North America Finance Shared Services
McKesson

3:30 pm - 3:40 pm Afternoon Networking Break

3:40 pm - 4:20 pm PANEL DISCUSSION: DIGITAL TRANSFORMATION--BUILDING THE FINANCE LEADERS OF THE FUTURE

4:20 pm - 4:50 pm PROCESS INNOVATION INTERACTIVE ROUNDTABLE DISCUSSIONS

PROCESS INNOVATION INTERACTIVE ROUNDTABLE DISCUSSIONS

ROUNDTABLE 1

4:20 pm - 4:50 pm MASTER DATA MANAGEMENT: EVOLVING YOUR MASTER DATA MANAGEMENT STRATEGY

ROUNDTABLE 2

4:20 pm - 4:50 pm PREVENTING FRAUD AND MANAGING RISK IN P2P
Cristina Garcia - Sr. Manager, Shared Services, Lennox International
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Cristina Garcia

Sr. Manager, Shared Services
Lennox International

ROUNDTABLE 3

4:20 pm - 4:50 pm MASTERING BALANCE SHEET ANALYSIS & RECONCILIATION

ROUNDTABLE 4

4:20 pm - 4:50 pm BENCHMARKING & IMPROVING YOUR ORDER- TO-CASH PROCESSES
Tom Sweat - Senior Manager Global Project Management, Hilton Financial, Hilton Hotels Worldwide
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Tom Sweat

Senior Manager Global Project Management, Hilton Financial
Hilton Hotels Worldwide

ROUNDTABLE 5

4:20 pm - 4:50 pm THE TRANSFORMATIVE POTENTIAL OF BLOCKCHAIN IN P2P
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!

4:50 pm - 5:00 pm Chairperson’s Closing Remarks & End of Conference