Driving Competitive Growth and Sustainable Advantages with Shared Services


April 20 - 23, 2020 | Seattle, WA

Pre-Conference Workshops, Wednesday, April 24, 2019

8:00 am - 8:30 am REGISTRATION FOR WORKSHOP A & NETWORKING BREAKFAST

8:30 am - 10:15 am WORKSHOP A: CHANGE MANAGEMENT, COMMUNICATION, AND STAKEHOLDER ENGAGEMENT - CRITICAL COMPONENTS TO EFFECTIVE CHANGE MANAGEMENT

Peggy Kay - Assistant Vice President, Technology Customer Experience, University of the Pacific
Chase Loper - Director Shared Services, Duquesne University
Today, change is a constant, and the ability to manage change as part of your day-to-day operations is a crucial part of your SS implementation and optimization
process. Success depends on getting your C-Suite to buy in to your vision, and on developing an effective communication strategy that will get your message across
in a clear and concise way. During this workshop, practitioners will share the change management and engagement techniques they have used in order to drive new
behaviors that foster support from the entire organization.
Discussion includes:
∙∙ Developing and reviewing a detailed communication plan to ensure it is effective and meets the needs of stakeholders
∙∙ Aligning stakeholder vision to a common vision that will ensure change management buy-in
∙∙ Cultivating a culture of collaboration by creating common goals and mutual inter-dependence
∙∙ Developing strategies to create a clear and consistent multi-channel messaging to ensure changes are effectively communicated and understood
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Peggy Kay

Assistant Vice President, Technology Customer Experience
University of the Pacific

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Chase Loper

Director Shared Services
Duquesne University

10:15 am - 10:45 am MORNING COFFEE BREAK

While RPA has been the buzzword for the past few years, it has become clear that the question of “Is it just hype?” has been laid to rest. Instead, the question is
“How is your institution leveraging RPA, cognitive and AI technologies?” This Boot Camp will discuss what is involved in establishing an intelligent automation program,
including: the benefits it can provide, the roadblocks to its success and its potential to add value to your institution. By attending this workshop, you will learn about:
∙∙ Intelligent automation’s capabilities and what it can offer in the years to come
∙∙ How the technology works including a real-live demo and solution provider comparison
∙∙ Applicable processes that can utilize these technologies and case studies of successful implementations
∙∙ How to develop a stakeholder engagement plan and a robust business case
∙∙ How to determine a realistic timeline for your intelligent automation journey


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Craig Ackerman

Head of the Global RPA Practice
Chazey Partners

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Phil Searle

Founder & CEO
Chazey Partners

12:30 pm - 1:00 pm WORKING LUNCH

1:00 pm - 2:45 pm WORKSHOP C: DRIVING SHARED SERVICES SUCCESS AT EVERY STAGE OF THE JOURNEY – STRATEGIES AND TACTICS FOR LONG-TERM SUCCESS

Courtney Jackson - Partner, ScottMadden
Betsy Curry - Manager, ScottMadden
Far too often, organizations invest heavily in the upfront planning and implementation of their shared services model only to let their shared service center stagnate over
time. However, successful Shared Services operations continue to adapt and expand after the initial launch to meet the ever-changing needs of their internal customers.
In this workshop, we will provide detailed strategies and tactics essential in every stage of your journey to stabilize, standardize, and innovate your shared services
operations—pre and post launch. Specifically, we will discuss:
∙∙ Building a long-term strategy for success
∙∙ Establishing a continuous improvement culture
∙∙ Measuring and analyzing performance
∙∙ Building your talent


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Courtney Jackson

Partner
ScottMadden

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Betsy Curry

Manager
ScottMadden

2:45 pm - 3:00 pm AFTERNOON REFRESHMENT BREAK

As organizations grow they too often allow a layer of bureaucracy to trickle into their organization that inhibits their strongest resources; their people. It’s critical that employees are engaged at work. Nothing less than your Institution’s ability to develop long-term growth is at stake. An engaged workforce is your competitive advantage. It often establishes itself in an ethos that believes organizations grow from the outside in - it is a misguided and flawed model. Department success and customer satisfaction are a result of engaged people, and growth begins on the inside when individuals are engaged. The workshop will focus on developing a staff development and leadership succession plan. Having a strategy is a valuable tool to grow future leaders and to ensure continuous development within a shifting market. Success by succession planning is an investment that leaders are recognizing as an important strategy with long term benefits.
∙∙ How to set realistic goals for staff development
∙∙ Identifying and managing staff development
∙∙ How to align staff development and succession planning
∙∙ Identifying and communicating the framework for human capital development
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Rosemary Madnick

Executive Director, Office of Grants and Contracts Administration
University of Alaska Fairbanks

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Nancy Lewis

Executive Director, Sponsored Projects
University of California Irvine