Shared Services and Outsourcing Week Autumn​​​​

September 22 - 24, 2020 | Phoenix, Arizona

Main Conference Day Three: Thursday 26, September 2019

8:30 am - 9:15 am Registration and Morning Coffee

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Brad DeMent

Partner, Corporate and Shared Services
ScottMadden, Inc.

9:30 am - 10:15 am GBS 2.0: An Engine for Transformation & Elevated Stakeholder Value

Jugal Trivedi - Head of Global Shared Services, Forever 21
Thirty percent of global companies are working towards some kind of GBS models. Why? Most companies who move to this model are reducing their costs 20 percent to 30 percent, while increasing their productivity through lean approaches to process management. However, in an age of digital disruption it’s not an easy task.

In this session, participants will:
• Evaluate the value of moving to a global shared services model and where to start
• Examine how to handle organizational structure stall points when implementing GBS when technology, process ownership and governance are in constant flux
• Identify how GBS is leading from the center, embracing a culture of agility, designing GBS for the long-term, and managing talent development at the same time
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Jugal Trivedi

Head of Global Shared Services
Forever 21

10:15 am - 10:45 am Networking Break

CONCURRENT TRACKS
Future Proofing Your Shared Services Organization
Doing more with less is nothing new to shared services stakeholders. Pain point can change though. Now, leaders are seeking individuals with analytical mindsets 
(or perhaps technology that serves the same purpose) to solve new business problems, strategies to overcome technology stall points, ways to incorporate 
additional functions, vendors that can help them implement technology quickly and process to keep implementation going, and new ways to approach contracts.

Track A: HR Innovation- Track Chair: John Sparks, Senior Director, Shared Services, World Vision

10:45 am - 11:15 am Digital HR Transformation: How To Attract, Train, Retain & Upskill Talent
Danna Spenceley - HR SSC Operations Leader, PwC
Using data to challenge the status quo, being able to convey insights from the data you are gathering, and creating and using different metrics could help many shared services organizations get to the next level. While some generations – like Millennials that make up 40% of SSOs in North America – are uniquely positioned to have this mindset, there is still 60% of the workforce that aren’t.

In this session, participants will:
• Examine the needs of the modern SSO
• Identify how an HR shared services function is bringing in and reskilling their workforce to have an analytical mindset

Track Chair:
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Danna Spenceley

HR SSC Operations Leader
PwC

Track B: F&A Transformation Steve Ellis, Former Senior Director of Shared Services, Dana Incorporated

10:45 am - 11:15 am Maintaining Momentum and Overcoming Hurdles in RPA Implementations
Cortney Dominguez - Vice President – Financial Operations, Data Management • Shared Services • Technical Resources, World Fuel Services
With all of the new technology that is part of shared services, there are bound to be stall points. It could come from buy-in, to adoption, to risk assessment, or even to failure of the automated system. So, it is 
better to be prepared for the unknown, rather than deal with it in the moment.

In this session, participants will:
• Examine how to build a healthy funnel of work to be automated in your shared services organization
• Build a better understanding of how to quickly scale from one bot to multiple bots in a short amount of time
• Explore how to prepare to handle change management and technical support challenges

Track Chair:
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Cortney Dominguez

Vice President – Financial Operations, Data Management • Shared Services • Technical Resources
World Fuel Services

Track C: Optimizing Organizational Structures

10:45 am - 11:15 am The Role of SSO in a Disrupted Industry
Phillip Niccolls - SVP Strategic Planning and Shared Services, Tribune Publishing
Tracey Thomas Koch - Sr. Director, Shared Services, Tribune Publishing
Many industries face high levels of disruption from e-commerce and technology. Taxi companies, travel agencies, brick and mortar retailers, job recruiters, media companies and many more face significant challenges. In a disrupted business model, shared service operations may take on a slightly different role in the organization, working to fund investment around the disrupted models. This drives a movement to incorporate non-traditional functions into a multi-function shared service organization, freeing the organization to invest and innovate to stave disruption. In effect, the SSO can provide a ‘lifeline’ to the disrupted business model.

In this session, through an industry case study, participants will examine:
• How Shared Service functions assist the company in overcoming disruption
• How legacy Shared Service functions in a disrupted industries are helping to fund innovation
• How these Service functions are reaching beyond traditional structures to drive industry innovation
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Phillip Niccolls

SVP Strategic Planning and Shared Services
Tribune Publishing

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Tracey Thomas Koch

Sr. Director, Shared Services
Tribune Publishing

11:15 am - 11:20 am Five Minute Transition

Track A: HR Innovation John Sparks, Senior Director, Shared Services, World Vision

11:20 am - 11:50 am Maintaining and Fine-tuning a Centralized Hub for your SSO
Liz Lazos - Shared Services Director, Entravision
In this session learn how to 
• Utilizing your SSO dept as a centralized office for information that demands corporate-wide distribution.
• Making SSO the first point of contact for users and/or vendors.
• Troubleshoot and escalate issues to the correct department. 
• Train personnel to ensure quality, best practices and corporate procedures are followed and improved overtime.
• Improve efficiency across all platforms with hands-on practice and building a strong team by utilizing each person’s unique abilities and talents 
• Cross train in overall dept knowledge base and drill-down for backups.

Track Chair:
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Liz Lazos

Shared Services Director
Entravision

Track B: F&A Transformation Track Chair: Steve Ellis, Former Senior Director of Shared Services, Dana Incorporated

11:20 am - 11:50 am The Future of Finance 2020: Using Data Analytics to Achieve Unstoppable Business Growth
Deb Jump - Director of Shared Services, Andersons Inc.
Becoming a best-in-class shared services organization means that you understand how to manage your date effectively.

In this session, participants will:
• Explore what data is proving meaningful to SSOs
• Overcome the teething issues around building up data analytics capabilities
• Identify the steps that you can take to make your data work for you now and not in six months

Track Chair:
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Deb Jump

Director of Shared Services
Andersons Inc.

Track C: Optimizing Organizational Structures

11:20 am - 11:50 am How to Go from a $1M Deficit to $1M Surplus in 18 Months through a Dedicated Focus on Shared Services
Rick Baumbach - Director, Shared Services Initiatives and Process Integrity, Arizona State University
Imagine coming into a new shared services role and finding that there was a $1M deficit within
one of the business units, and you are charged in making a change immediately. Where would you
start? Some would start with financial processes, cutting bodies, but others would look at the endto-
end processes and dive deeper. That’s exactly what happened with ASUs Shared Services when
they were charged with turning around the ASU Police Department, but they didn’t stop there.

In this session, participants will:
• Explore how partnerships were managed when the turnaround initiative began
• Identify what metrics and reporting are now part of weekly meetings
• Examine how to use the success of one shared services initiative to inform / launch additional
shared services
• Evaluate how contracts are personalized with other departments to drive further enterprise
value
• Develop a better understanding of creating line item billing in the event you have to provide
enterprise wide assistance
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Rick Baumbach

Director, Shared Services Initiatives and Process Integrity
Arizona State University

11:50 am - 11:55 am Five Minute Transition

11:55 am - 12:25 pm Plenary Keynote –Steps in the Lifecycle to from Cost Savings Partners in Performance

Ben Elliott - CFO, Randstad
Annette van Hal - Vice President of Business Services, Randstad
Future proofing an organization is simpler when it is a single function. When you are a global business services organization, future proofing can be a behemoth task. In this keynote session, panelists will explore how they are future proofing their organizations through looking at the newest technology, tapping into the state of the art security and risk avoidance trends, working effectively with technology and process experts in their organization, and hiring the right people to make sure it goes off without a hitch.
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Ben Elliott

CFO
Randstad

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Annette van Hal

Vice President of Business Services
Randstad

12:30 pm - 12:30 pm Lunch & Close of Conference