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.