20th Annual Shared Services for Finance & Accounting

June 16 - 19, 2020 | Dallas, TX

Kathleen (Kathi) Boczar

AVP, Process Transformation – Global Finance Operations CHUBB

Main Conference Day One | Thursday, June 27, 2019

Thursday, June 27th, 2019

12:30 PM HOW TO DESIGN A PROJECT MANAGEMENT STRATEGY FOR YOUR EXPANDING FSSO

Project management is crucial to the success of any expanding FSSO as a way of ensuring you have the right team, the right goals and the right level of accountability. In this session, we will give you a roadmap to develop a project management strategy for your evolving SSO. Topics include:
• Structure: What is a project management department and do we need one?
• Team: Should we have a dedicated project team or incorporate the project into existing responsibilities?
• Scope: When developing the scope of a project, is it better to start small or go big?
• Accountability: How do you keep your project on track to achieve its objectives?

4:20 PM VENDOR SELECTION -HOW TO BETTER EVALUATE VENDORS

• Build a trusted relationship with your vendors during the selection process
• Ensure you are asking the right questions that will help you better understand and select the right solution
• Understand the purpose of the vendor evaluation form and the importance of using it

4:55 PM VENDOR SELECTION -HOW TO BETTER EVALUATE VENDORS

• Build a trusted relationship with your vendors during the selection process
• Ensure you are asking the right questions that will help you better understand and select the right solution
• Understand the purpose of the vendor evaluation form and the importance of using it

Check out the incredible speaker line-up to see who will be joining Kathleen (Kathi).

Download The Latest Agenda