20th Annual Shared Services for Finance & Accounting

June 16 - 19, 2020 | Dallas, TX

Pre-Conference Workshops | Wednesday, June 26, 2019

Start of Pre-Conference Workshop Day

8:30 am - 9:00 am REGISTRATION & NETWORKING CONTINENTAL BREAKFAST

9:00 am - 10:45 am WORKSHOP A: DIGITAL TRANSFORMATION OF FINANCE OPERATIONS STARTS WITH ROBOTICS - THE DIGITAL WORKFORCE IS NOW REALITY AND ACCOUNTING WILL NEVER BE THE SAME!

Rob Britton - Associate Partner, Strategy and Transformation Center of Competency Practice, IBM Finance Services
Accountants wear many hats. They are responsible not only for financial reporting, but also for data validation, controls monitoring and analytics. As new disruptive technologies evolve and the focus shifts towards data analytics and better risk management, it is imperative that finance organizations transform themselves to meet the growing challenges.

THEORY (30 MINS)
The session speaker will kick things off by providing an overview of the below topics, using real life examples.
Focused Discussion:
• What is driving organizations to implement intelligent automation as they begin their digital transformation journey?
• How do ‘Finance Focused’ bots help organizations not only eliminate manual efforts, but also enhance controls, transparency and governance?
• What is the way forward? How are organizations accelerating robotic deployment while addressing governance and control issues

PRACTICAL (40 MINS)
Based on what you learned during the speaker’s presentation, it is now time to break into three small groups and collaborate with your peers to create a blueprint to jumpstart and/or enhance your digital transformation journey.
Group Huddles:
1. Develop a pilot program blue print to jump start your digital transformation journey
2. Create a roadmap to take your transformation journey to next level
3. Develop a governance program

TAKEAWAYS (25 MINS)
Proven examples of IA strategies that you can implement when considering an IA program. Practical and actionable insights to take back to your organization that will enable you to develop or enhance your RPA program.
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Rob Britton

Associate Partner, Strategy and Transformation Center of Competency Practice
IBM Finance Services

10:45 am - 11:00 am MORNING BREAK

11:00 am - 12:45 pm WORKSHOP B: PREPARING FOR THE FUTURE OF FINANCE SHARED SERVICES – FOUNDATIONAL CONCEPTS AND NEXT GENERATION STRATEGIES

Brad DeMent - Partner, ScottMadden
Trey Robinson - Partner, ScottMadden, Inc.
Honorio Padron - Partner, ScottMadden Inc.
Finance Shared Services has continued to evolve through globalization, automation, and innovation—but many of the
foundational concepts have stood the test of time. Dive into industry-leading concepts and next generation strategies with
this interactive session.

THEORY (30 MINS)
Here, we will share approaches to add value to your organization by:
• Defining leading shared services delivery models, including end-to-end processes, governance, and cybersecurity
• Expanding beyond existing scope to new functions, customers, and geographies
• Innovating your organization through mobile applications, robotics process automation, artificial intelligence, analytics, and social media
• Inspiring your teams by engaging employees, motivating millennials, and developing new marketable skills

PRACTICAL (40 MINS)
Now it’s time to roll up your sleeves and put on your thinking caps to create a roadmap that will provide growth and sustainability for your Finance Shared Services Organization. During this collaborative session, you’ll have the opportunity to uncover your top
three challenges in one of four key areas – design and implementation, expansion, innovation/automation, and employee development/engagement. You’ll also work with your group to develop mitigating activities to address these challenges, which you’ll be able to share with other workshop participants.

TAKEAWAYS (25 MINS)
Following our collaborative exercise, we’ll share the outputs of each working team. Together, the combination of challenges and mitigating actions will inform your individual shared services roadmap, regardless of your stage of maturity. You’ll be able to take these practical and proven strategies back to your organization as key enablers as you implement your shared service strategy.


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Brad DeMent

Partner
ScottMadden

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Trey Robinson

Partner
ScottMadden, Inc.

Honorio Padron

Partner
ScottMadden Inc.

12:45 pm - 1:15 pm NETWORKING LUNCH

1:15 pm - 3:00 pm WORKSHOP C: HOW COGNITIVE PROCESS INTELLIGENCE CAN HELP DEFINE AND MEASURE THE ROI OF AUTOMATION PROGRAMS

Beth Bourg - Senior Product Marketing Manager, FortressIQ
Damo Vasudevan - Senior Solutions Architect, FortressIQ
What stage are you in with your automation plans? Have you implemented RPA, or are you still in the planning phase? Do you struggle with how to gain executive buy-in? Is your objective to start off with a strategy that will scale? Attend this workshop to engage with subject matter experts and learn how detailed business process discovery that incorporates user behavior enables successful automation deployment and facilitates a deeper understanding of the current state of your business. You will learn how to create a business case championing the need for digital process discovery as the key step in executing an automation plan. Additionally, you will walk away with real-life business process examples to champion and enable the creation of your custom
business case.

SPEAKER PRESENTATION (30 MINS)
Benefits of Digital Process Discovery, Mapping, and Documentation

BREAKOUT SESSION (70 MINS)
Process exercise: Working together in small groups, you will draft a business journey and document a process to compare against real-life examples. Teams will then identify areas for automation and start a plan for use in their departments.

REVIEW (30 MINS)
Group Discussion and Documentation Review


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Beth Bourg

Senior Product Marketing Manager
FortressIQ

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Damo Vasudevan

Senior Solutions Architect
FortressIQ

3:00 pm - 3:15 pm NETWORKING COFFEE BREAK

3:15 pm - 5:00 pm WORKSHOP D: CAREER MAPPING FOR FINANCIAL SHARED SERVICE CENTERS STAFF

Cindy Pauls - Director of Shared Services, Borden Dairy Company
Staffing appropriately based on your employees’ skillset is essential in creating a positive environment for growth and development within your SSO. In this age of digital transformation, it is imperative that your FSSO employees are trained for success that will help them excel and take their careers to new heights.

THEORY (30 MINS)
The session leader will kick things off by defining the key areas you need to think through when developing career plans.
They will share their insights regarding the below topics:
• Benefits of career mapping
• Pitfalls of not having the right employees with the right skillsets
• Importance of ensuring financial tasks are being performed by employees with the right skill sets
• Pushback from stakeholders
• How the current digital transformation trend will work in the shared services employees’ favor

PRACTICAL (40 MINS)
Working in small groups, the session leader will task the audience members to develop a “Career Roadmap” that will enhance the skills of their SSO team. Upon completion of the project, the groups will come back together and present to the room, highlighting
the biggest challenges they encountered in developing the project and what strategies they implemented to overcome them.

FEEDBACK & RECAP (25 MINS)
Gain practical short and long-term tools and communication strategies to take back to your FSSO to assess your employee skills gaps and implement a Career Roadmap that will take your employees from good to great, and prepare them for professional growth.
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Cindy Pauls

Director of Shared Services
Borden Dairy Company

End of Workshops