Main Conference: Day One

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

8:30 am - 8:40 am CHAIRPERSON’S WELCOME

8:40 am - 8:55 am MEET THE ADVISORY BOARD

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Pam Gabel

Executive Director, Shared Services Center
University of Michigan

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Whitney Pugh

Executive Director of Budget & Planning
Utah State University

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Kimberly Maune, MHA

Associate Dean of Administration and Finance, Chief Business Officer
Rollins School of Public Health, Emory University

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Tamara V. Hill, MA, CRA

Associate Vice President, Shared Services
Morehouse School of Medicine

10:15 am - 10:55 am CASE STUDY: UNIVERSITY OF WISCONSIN SYSTEM FOUNDATION & PRINCIPLES FOR BUILDING A SHARED SERVICES

Steve Wildeck - Executive Director, University of Wisconsin-Shared Services, University of Wisconsin System
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Steve Wildeck

Executive Director
University of Wisconsin-Shared Services, University of Wisconsin System

10:55 am - 11:40 am NETWORKING BREAK & DEMO DRIVE

TRACK A: DESIGNING, BUILDING & IMPLEMENTING SHARED SERVICES Are you just starting out on your shared services journey? Overwhelmed with information and don’t know where to start? This track is for you. Learn from thought leaders who have been through the implementation challenges and can give you insight to build a staircase to success.

11:40 am - 12:10 pm WHY SHARED SERVICES? BUILDING THE BUSINESS CASE FOR YOUR SS INITIATIVE
Heidi Rauscher Tilghman - Director, Shared Services and Change Management Communications, University of Washington
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Heidi Rauscher Tilghman

Director, Shared Services and Change Management Communications
University of Washington

TRACK A: DESIGNING, BUILDING & IMPLEMENTING SHARED SERVICES Are you just starting out on your shared services journey? Overwhelmed with information and don’t know where to start? This track is for you. Learn from thought leaders who have been through the implementation challenges and can give you insight to build a staircase to success.

12:10 pm - 12:40 pm CASE STUDY: SETTING UP A SHARED SERVICES CENTER - 0 TO 60 - KICKOFF TO GO-LIVE IN 9 MONTHS
Lance Billard - Director of Strategic Sourcing, Chief Procurement Officer, Virginia Community College System
Michelle Canull - Procurement Operations Manager, Virginia Community College System

Lance Billard

Director of Strategic Sourcing, Chief Procurement Officer
Virginia Community College System

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Michelle Canull

Procurement Operations Manager
Virginia Community College System

TRACK A: DESIGNING, BUILDING & IMPLEMENTING SHARED SERVICES Are you just starting out on your shared services journey? Overwhelmed with information and don’t know where to start? This track is for you. Learn from thought leaders who have been through the implementation challenges and can give you insight to build a staircase to success.

12:40 pm - 1:10 pm CASE STUDY: UNIVERSITY OF ILLINOIS SYSTEM SHARED SERVICES JOURNEY
William “Bill” Reimer - Associate Director, Shared Services, OBFS Business Solutions & Support, University of Illinois System
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William “Bill” Reimer

Associate Director, Shared Services, OBFS Business Solutions & Support
University of Illinois System

TRACK B: SHARED SERVICES GROWTH & CONTINUOUS IMPROVEMENT Are you an evolving or mature SS looking for new opportunities to take you to the shared services organization to the next level? This track will give you key insight that will help you on this journey.

10:40 am - 11:10 am METRICS AND ANALYTICS — LEVERAGING METRICS TO GROW YOUR SS
Brandon Gaines - Shared Services Director, Princeton University
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Brandon Gaines

Shared Services Director
Princeton University

TRACK B: SHARED SERVICES GROWTH & CONTINUOUS IMPROVEMENT Are you an evolving or mature SS looking for new opportunities to take you to the shared services organization to the next level? This track will give you key insight that will help you on this journey.

12:10 pm - 12:40 pm CONTINUOUS IMPROVEMENT—THE STAIRWAY TO GROWTH, PROCESS & OPERATIONAL EXCELLENCE
Kimberly Maune, MHA - Associate Dean of Administration and Finance, Chief Business Officer, Rollins School of Public Health, Emory University
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Kimberly Maune, MHA

Associate Dean of Administration and Finance, Chief Business Officer
Rollins School of Public Health, Emory University

TRACK B: SHARED SERVICES GROWTH & CONTINUOUS IMPROVEMENT Are you an evolving or mature SS looking for new opportunities to take you to the shared services organization to the next level? This track will give you key insight that will help you on this journey.

12:40 pm - 1:10 pm RPA – A GOLDEN OPPORTUNITY FOR HIGHER EDUCATION
Dan Russi - Executive Director UCPath Center, University of California


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Dan Russi

Executive Director UCPath Center
University of California

1:10 pm - 2:10 pm NETWORKING LUNCHEON

2:10 pm - 2:50 pm CASE STUDY: OTAGO UNIVERSITY - HONOURING THE PAST, EMBRACING THE FUTURE

David Tapp - Director Shared Services, University of Otago
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David Tapp

Director Shared Services
University of Otago

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Jon Marchetta

Director of Finance and Administrative Shared Services- University of Oregon
University of Oregon

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Nancy Nieraeth

Director, Talent Acquisition and Development
University of Oregon

3:30 pm - 4:00 pm AFTERNOON NETWORKING BREAK

4:00 pm - 4:30 pm SENIOR LEVEL EXECUTIVE INNOVATIVE THINK TANK

4:00 pm - 4:30 pm INTERACTIVE DISCUSSION GROUP (IDGS) ROUND ONE

Group 4

IDG 1

4:00 pm - 4:30 pm USING DESIGN THINKING TO CREATE A INNOVATIVE STRATEGIC PLAN
Melissa Long Shuter - Executive Director of Business Operations, University of Louisville
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Melissa Long Shuter

Executive Director of Business Operations
University of Louisville

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Tamara V. Hill, MA, CRA

Associate Vice President, Shared Services
Morehouse School of Medicine

IDG 3

4:00 pm - 4:30 pm POST-STABILIZATION & MATURE SHARED SERVICES TALENT MANAGEMENT
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William “Bill” Reimer

Associate Director, Shared Services, OBFS Business Solutions & Support
University of Illinois System

IDG 5

4:00 pm - 4:30 pm TO CONSULT OR NOT CONSULT WHEN IMPLEMENTING AND (OR) GROWING A SSC
Whitney Pugh - Executive Director of Budget & Planning, Utah State University
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Whitney Pugh

Executive Director of Budget & Planning
Utah State University

IDG 6

4:00 pm - 4:30 pm WORKLOAD & CAPACITY MANAGEMENT
Chantel Houle - Director, Relationship Management, University of Saskatchewan
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Chantel Houle

Director, Relationship Management
University of Saskatchewan

4:45 pm - 5:15 pm INTERACTIVE DISCUSSION GROUP (IDGS) ROUND TWO

Group 7

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Melissa Long Shuter

Executive Director of Business Operations
University of Louisville

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Tamara V. Hill, MA, CRA

Associate Vice President, Shared Services
Morehouse School of Medicine

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William “Bill” Reimer

Associate Director, Shared Services, OBFS Business Solutions & Support
University of Illinois System

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Whitney Pugh

Executive Director of Budget & Planning
Utah State University

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Chantel Houle

Director, Relationship Management
University of Saskatchewan

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Pam Gabel

Executive Director, Shared Services Center
University of Michigan

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Melissa Long Shuter

Executive Director of Business Operations
University of Louisville

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Tamara V. Hill, MA, CRA

Associate Vice President, Shared Services
Morehouse School of Medicine

6:45 pm - 6:45 pm EVENING SOCIAL MIXER