SSO Week North America Digital 2017

24th - 26th April 2017

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SSO Week North America Digital 2017

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Welcome Letter


Experience the world's biggest and most renowned shared services & outsourcing event... from the comfort of your own desk!


Did you miss Shared Services & Outsourcing Week North America in Orlando in March? No problem! We have gathered the most popular sessions and speakers from the conference and brought them back together for this live online event. If you want to see what 900+ shared services professionals enjoyed onsite in Orlando, from the comfort of your own desk, then SSO Week North America Digital is for you.

This online event is completely free to attend. Simply register below and get access to 9 in-depth sessions from shared services leaders from around the globe.

This digital summit comes at a critical and complex time for the industry, as many shared services leaders find themselves rapidly moving into unchartered territory. SSO Week North America Digital 2017 is perfectly placed to assist you in navigating this tricky terrain, presenting case studies on everything from implementing RPA, to continuous improvement, to leapfogging the SSC maturity curve. Wherever you are in the SSO journey this digital summit can help you to develop a blueprint for success.

Can't make a live session? No problem - all presentations will be available on demand after the live event.


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Events Highlights

Key Themes

  • Embedding robotics and intelligent automation into your SSC to automate transactional work, increase productivity and eliminate errors
  • Driving strategic value through data analytics and value-added services 
  • GBS, global process ownership and utilizing your BPO provider better outcomes
  • Digitizing and optimizing the finance function  
  • Leadership transformation and the future workforce 

Here’s a Taste of What’s in Store for You…

Watch the highlights of two sessions that took place at SSO Week North America in Orlando and are being repeated live online on 24-26 April.

Session Highlights 1: Panel Discussion - Automation, Digitization and the Four Generation Workplace: How can Shared Services Adapt to the Future Workforce
Philip Woodburn, VP FiSS, Schneider Electric
Vesta Bovair, Managing Director, Head of Global Services Operations, Swiss Re
Cindy Gallagher, SVP Global Controller, Discovery Communications
Deborah Kops, Managing Principal, Sourcing Change

Watch the highlights below and catch it again live online on April 25, 9:30am EST:

Session Highlights 2: Transforming the Way Business is Done: Learning From the Largest, Most Progressive Shared Services Organization in the World 
Filippo Passerini, Former Group President Global Business Services, CIO, Procter and Gamble

Watch the highlights below and catch it again live online on April 26, 10:00am EST:

We are delighted to welcome Brad DeMent, Partner and Leader of Finance Practice at ScottMadden, Inc. as Chair of this digital event. Brad has been the long-term Chairman of SSO Week North America and we are delighted to have have his chairing expertise for the digital version of the event!

Brad DeMent-2Brad DeMent is the leader of the Finance & Accounting shared services practice at ScottMadden. He also specializes in Global Business Services (GBS) design and build with extensive experience in the Latin America region as well as Europe and Asia-Pacific. With more than 25 years of domestic and international consulting experience, Brad brings extensive experience designing, improving, and merging shared services and GBS operations. Although his focus is on shared services strategy and implementation, Brad also has experience in building multifunction shared services operations in Mexico, Central America, and South America. His areas of industry expertise include manufacturing, consumer products, pharmaceuticals, media/entertainment, and defense. 


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Agenda

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Creating Tremendous Results at Speed: Accelerating your GBS Journey Using Innovative Tools and Methodologies

Caroline Basyn
Craig Seebach

Speed. Agility. Excellence. Three words describing the ambitious journey of Mondelez International Business Service (MBS).

Since its inception in 2014, MBS has been powering profitable growth by delivering outperforming services. In just two-years’ time, the MBS organization is already serving 8 distinct service lines — across procurement, finance, CS&L, HR, marketing, and more — with a team of more than 3,000 employees and partners worldwide. Now, the organization is setting off to further grow the company in big and bold ways through its newly created 3-year strategy. This session details Mondelez’s journey, as well as the 8 tools and methodologies that enabled its speed and excellence. Join us to hear a sneak preview.


Panelists:

Caroline Basyn, SVP, Global Business Services Leader, Mondelez


Craig Seebach, VP Enterprise Workforce Optimization, Verint


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The A-Z of RPA: Digital Workforce How

Simen Munter
Mihir Shukla

Join Mihir Shukla, CEO of Automation Anywhere, and Simen Munter, COO of Commercial Banking, Nordea for an enlightening discussion of the creation of a digital workforce in your shared services and how Robotic Process Automation is driving transformational business process improvement on an enterprise scale. Learn how they are tacking the impact of RPA on the workforce and how to adapt your shared services from multiple FTEs to a digital workforce which is driving value over and above merely cost savings.


Panelists:

Simen Munter, Chief Operating Officer, Commerical and Business Banking, Nordea


Mihir Shukla, CEO, Automation Anywhere


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Achieving Finance Process Excellence through Enabling Technologies

Todd Dooley
Joe Peri
Katie Alberti

In this session, the panelists will discuss the following:

  • Creating a roadmap from vision to delivery 
  • Automation through multiple best of breeds vs. end to end single solutions 
  • How do I prioritize what to automate?
  • Success in implementation and roll-out


Panelists:

Todd Dooley, VP HR and Operations, H&R Block


Joe Peri, Former Chief Operating Officer, Shared Services, Ascension Ministry


Katie Alberti, Content Marketing Team Lead, Hyland


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The Big Talent Conversation: Automation, Digitization and the Four Generation Workplace: How can Shared Services adapt to the Future Workforce

Philip Woodburn
Vesta Bovair
Cindy Gallagher
Deborah Kops

The shared service market is transforming right before our eyes, ignore it at your peril! Automation, robotics,  and digitization; these changes often suggest fewer FTEs, more judgment based activities and thus a whole different profile of (expensive) talent. Coupled with this, as baby-boomers continue to work longer and millennials progress their career, SSC leaders for the first time are finding themselves managing staff across multiple-generational divides. A perfect storm or an opportunity for true innovation? 

In this session our panellist will discuss:

  • How will automation impact the GBS workforce?
  • Gut or gigabytes: Should we really be making talent decisions based on data?
  • How can we exploit digital and mobile tools to result in a more global workforce?

Panelists:

Philip Woodburn, VP FiSS, Schneider Electric


Vesta Bovair, Managing Director, Head of Global Services Operations, Swiss Re


Cindy Gallagher, SVP Global Controller, Discovery Communications


Deborah Kops, Managing Principal, Sourcing Change


Available Now

Hiring for the Future: Recruiting for Value-Added Shared Services

Vanesa Bui

A new type of adaptable and intelligent talent is now required as SSCs and GBS expand their value-added services. In this session, Vanesa Bui will discuss how to create a talent roadmap to respond to how your SSC is changing and evaluate the skills you should consider when formulating your recruitment strategy.


Panelists:

Vanesa Bui, VP , Finance Shared Service Center, MGM


Available Now

HR and Robotics: Threat or Opportunity?

Curt Burghardt

When RPA first burst onto the scene, its main use was assumed to be in the finance function. However, as more companies have gotten into this space it has become clear that RPA is applicable to many other areas within shared services -- and HR is one of the most exciting. In this session, you will learn about:

  • How can RPA be applied to HR?
  • Recruiting, payroll, scheduling, talent management: Examining existing work that can be automated
  • Linking robotics to your self-service system
  • What if the robot breaks down: Do you need bot runners?
  • Case study on HR RPA in practice

Panelists:

Curt Burghardt, Senior Director, HR Shared Services, Walgreens


Available Now

Transforming the Way Business is Done: Learning From the Largest, Most Progressive Shared Service Organization in the World

Filippo Passerini

In a world ever more complex and fast-paced, anticipating and leading business change is becoming increasingly important. Also, the ability to stay ahead-of-the-curve is more than ever a critical attribute of successful companies and leaders. To accomplish that, the business model requires agility, responsiveness, innovation, ever increasing employee productivity, and flawless operations.

Shared Services organizations are uniquely positioned to enable the business to reach new heights, and in fact help transform the way business is done. This is a win-win all around: greater impact on the business through cost improvements and service quality, as well as stronger motivation and contributions by Shared Services people. By contrast, the risk is to become a “commodity”… This is what we must prevent at all costs, through constant focus on value creation and innovation.

Globally recognized as a shared services pioneer and thought-leader, Filippo is renowned for creating new progressive business models and championing innovation. This session is a unique look into the strategies that allowed Procter & Gamble to form the world’s most progressive GBS.


Panelists:

Filippo Passerini, Former Group President Global Business Services, CIO, Procter and Gamble


Available Now

Global Standardization, Agility and Increased Visibility: How Can a GBS Model Add Value to Your Organization?

Richard Schmidt
Viral Chhaya
Rodney Bergman
Anshul Varma
Bob Cecil

Some say it’s little different to a SSC model, others say that it has bought them significant, tangible benefits. But would a GBS model work for your organization? And if you’ve already taken that leap, do you have a clear plan on how to progress further? This session draws input from some of the most experienced and innovative GBS models around and tries to understand what makes them great. Hear lessons on:

  • Transitioning from a SSC to GBS
  • Creating in-depth business insights
  • GPOs: Creating cross-functional management and new accountability lines
  • Ensuring and maintaining executive sponsorship for your GBS project

Panelists:

Richard Schmidt, VP Finance - Global Shared Service, Procurement, Business Process, Hitachi Data Systems


Viral Chhaya, Director - Global Business Services, General Motors


Rodney Bergman, SVP Global Business Services, Celestica


Anshul Varma, Managing Director, KPMG


Bob Cecil, Partner, KPMG LLP


Available Now

Making the Most of What You Have: Enabling Low-Cost Automation and Process Excellence

Cindy Pekrul
Ed Brandvik

Adding value doesn’t necessarily equate to large scale technology investment. Like Turner, there are serious gains to be made by re-examining your existing resources to identify missed opportunities. In this session Cindy explains their step-by-step process to doing just that:

  • Engaging process excellence and process automation by leveraging existing ERPs and technology
  • Developing your business case and gaining executive support
  • Stronger controls, productivity gains and better decision support: Understanding Turner’s drivers and how they got there

Panelists:

Cindy Pekrul, Vice President and Deputy Controller, Turner Broadcasting, Inc.


Ed Brandvik, Marketing Manager, Trintech



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Sponsors


Presented by:

Sponsors:

Meet your speakers:

Caroline Basyn

Caroline Basyn


Mondelez

Caroline Basyn is an experienced Global Business Executive in IT, Shared Services & Digital.

Caroline joined Mondelez in October 2014, as Global Business Services officer. She had previously worked at Bacardi for 3 years, as Group CIO and Company Sponsor of the Women in Leadership program, after a 26 year career at Procter & Gamble in IT & in Global Business Services, with assignments in a Plant and in Digital Marketing. Caroline is a passionate leader, who has loved every single assignment in both P&G, Bacardi and now Mondelez.

Craig Seebach

Craig Seebach


Verint

Craig Seebach is VP Enterprise Workforce Optimization at Verint. He is a senior business leader known for achieving significant growth in highly competitive enterprise software industry. He is experienced at building and motivating global and cross-functional teams to launch new solution offerings while also continuing to innovate in mature business segments. He is also adept at spearheading strategic initiatives while forming collaborative partnerships with key stakeholders and business decision makers, and a problem solver with a unique ability to analyze complex situations and lead associates and customers to resolution and positive business outcomes.

Simen Munter

Simen Munter


Nordea

Simen Munter is the Chief Operating Officer, Commerical and Business Banking at Nordea. He is focused on moving his organisation from 'good' to 'great', using all tools available. Whilst being technically oriented and up to date (so tools include robotics, AI, Big Data, Kanban etc), he is deeply influenced by the lean movement and believes that sustainable excellence only comes through continuous improvement from the people actually doing the job. He has deep and wide experience across nearly the entire financial services sector, front and back, from a number of countries and cultures. That background enables him to - with the people - find solutions which are a 'scale of difference' better, often using 'what they have' already to take out waste and make work flow.

Mihir Shukla

Mihir Shukla


Automation Anywhere

Mihir Shukla drives Automation Anywhere Inc.'s strategy and execution. Mihir is a visionary in the automation space and often a speaker at various automation events. His vision on the BPA (Business Process Automation) market has defined a new category of market with over $3B in market size. His passion for innovation has inspired Automation Anywhere to create ground- breaking technologies that has redefined the automation landscape. In the past Mihir has held leadership roles in Internet, e-commerce, and wireless markets at the forefront of innovation.

Todd Dooley

Todd Dooley


H&R Block

Todd Dooley is a financial leader with a focus on driving operating improvements. Throughout his career, he has led the implementation of automated systems and processes that have greatly expanded business capabilities, reduced costs, and achieved economies of scale. Experienced at delivering transformative change in both public and private settings, he has made valuable contributions to companies that include H&R Block, Ceridian Corporation, and IBM.

Joe Peri

Joe Peri


Ascension Ministry

Joe Peri joined Ascension Health in January 2011 and led the shared services operation as the Chief Operations Officer of the Ministry Service Center in Indianapolis, Indiana. The Shared Services center included Hire to Retire, Record to Report, and Procure to Pay.  

Joe is also an adjunct professor at Butler University teaching Modern Operations Management as well as Information Management / Business Analytics in the College of Business MBA program.  

Most of Joe’s career has been spent in shared services.  As Vice President of Global IT Operations for Consona Corporation, Joe provided IT shared services to 7 domestic and 18 international offices.  Prior to his role at Consona, Joe provided outsourced services to HHS for the Medicare Part B and Durable Medical programs for 11 states.

Katie Alberti

Katie Alberti


Hyland

Katie Alberti is responsible for developing and overseeing the execution of Hyland's content strategy for solution collateral and messaging. She creates content that effectively describes and promotes Hyland's solutions for all industries and educates prospects.

Philip Woodburn

Philip Woodburn


Schneider Electric

Philip Woodburn is responsible for developing and leading the Global Services and Operations of Finance Shared Services (FiSS) within Schneider Electric. In addition to the structure, development & deployment of the Customer Services model, this role also oversees the 5 Global FiSS operations centers located in US-Mexico, Poland, China, India and the Philippines; comprising close to 1,200 employees.

Philip is a people developer and action oriented leader, having worked in 9 different countries during his 33 year career. His track record is particularly strong in enhancing Financial Controls and business performance, as well as in driving Change Management & Business Process Improvement.

Vesta Bovair

Vesta Bovair


Swiss Re

Vesta Bovair is Managing Director, Global Business Solutions for Swiss Re Group. She is responsible for the Group's global out/sourcing strategy and operations, robotics automation center, consultancy and the captive business solution centres (BSC). 

Her background includes financial services sales, underwriting, digitization, six sigma/Lean and executive leadership of teams in 12 countries. She holds a MBA from the University of Toronto and a MA from Brown University. 

Cindy Gallagher

Cindy Gallagher


Discovery Communications

Cindy Gallagher is SVP, Global Shared Services Controller for Discovery Communications. She is a CPA by trade, who is sought after to build and transform accounting and finance organizations. In her current role with Discovery Communications she is responsible for global process delivery, revenue accounting and the companies strategic sourcing initiatives.

She has served as an advisor and partner to various senior executives, helping to identify new business opportunities, streamline processes, control costs and maintain financial statement integrity. Leveraging her Six Sigma and Finance and Accounting training Cindy is always looking at new ways of analyzing data, creating economies of scale and developing the skill sets of her team.

Deborah Kops

Deborah Kops


Sourcing Change

Deborah Kops is the Founder and Managing Principal of Sourcing Change. Formerly a founding partner of one of the first global business processing outsourcing (BPO) units, the CMO of a leading offshore BPO, Managing Director of FleetBoston's (now Bank of America) Services Group, Managing Director of Global Sourcing Transformation for Deutsche Bank; and consulting partner at Price Waterhouse and Arthur Andersen, Deborah understands the implications of globalizing work, the movement of that work from one generation to the other, and the new capabilities required to succeed personally.

Harnessing what she’s learned through sometimes painful experience, Deborah now works with leading companies to manage globalization challenges through www.sourcingchange.com - the first resource solely dedicated to services change management. She is also a Research Fellow with award-winning analyst firm HFS Research, a member of the Editorial Board of industry-leading publication Outsource Magazine, and sits on the Global Advisory Board for SSON, for whom she writes a weekly blog.

Vanesa Bui

Vanesa Bui


MGM

Vanesa is Vice President - Finance Shared Services Center at MGM Resorts International, where she has oversight of all non-gaming revenue and accounts receivables for MGM Resorts International – including regional operations. This includes revenue oversight of over $4.5B and Receivables oversight of over $1.5B annual. In this role, Vanesa has overseen the transformation of Non-Gaming Revenue Audit Functions for 11 resorts, including standardization and automation of processes, policies and procedures, and reduction of FTE by 71%.

Curt Burghardt

Curt Burghardt


Walgreens

Curt Berghardt is Senior Director of HR Shared Services at Walgreens and has been leading Shared Services for 13 years. His areas of experience range from Procurement, Workers’ Compensation, Flight Operations, to HR Operations, which includes benefits administration, 401k, employee relations, talent acquisition, leaves administration and HR systems administration. Walgreens is currently on a journey to further improve productivity and service through the use of robotic processing. 

Filippo Passerini

Filippo Passerini


Procter and Gamble

Filippo Passerini is a globally recognized digital technology and shared services thought leader and strategist. Known for creating new, progressive business models and driving innovation. Strategies, principles and ideas have been the subject of numerous books, articles and Harvard Business Reviews.

Over three decades of business-building experience with Procter & Gamble – last twelve as Group President of Global Business Services (GBS) and Chief Information Officer (CIO), leading the most global P&G organization in over 70 countries. Line-management and broad international experience – living and working in Italy, Turkey, the UK, Latin America, Greece and the United States.

Richard Schmidt

Richard Schmidt


Hitachi Data Systems

As VP Finance - Global Shared Service, Strategic Sourcing, Travel, Business Process at Hitachi Data Systems, Richard is in charge of the Group Finance Shared Services, including controllership and Global Process Owners. He collaborates with other business leaders to achieve more effective and efficient finance operations to improve business performance and manages strategic and operational procurement to align with business objectives and improve supplier performance. 

Viral Chhaya

Viral Chhaya


General Motors

Viral Chhaya is Director of Global Business Services at General Motor. He was previously driving Operational Excellence for Bank Of America's BPO processes across Global and Shared Service verticals and horizontals, Support Functions, Lean Six Sigma Education & Capabilities. He was also the Global Operating Leader for 2 of Genpact's Key Clients, leading delivery Organizations across 3 countries, 7 locations & 7 Product lines and held responsibility for Revenue, Service Delivery, Client Sat, People, etc.

Rodney Bergman

Rodney Bergman


Celestica

Rodney Bergman is Senior Vice President, Global Business Services at Celestica. In this capacity, Rodney is charged with the design, development and deployment of a GBS delivery network for a leading global electronics manufacturing services provider. In its second year of operation, the scope of work performed by Celestica's GBS organization includes five end-to-end processes, supporting clients across the globe. Prior to joining Celestica in 2014, Rodney was a Partner/Managing Director at Accenture where, over the course of his 20+ year career, he worked with clients to transform their organizations, with a specific focus on organization design and the establishment of shared services.

Anshul Varma

Anshul Varma


KPMG

Anshul Varma is an experienced operational strategy and cost optimization consultant, helping companies build more efficient and effective SG&A operations. His specialties are Digital Business Services. Service delivery model strategy, design, execution and optimization.

Bob Cecil

Bob Cecil


KPMG LLP

Bob has extensive experience across a broad cross section of industries in helping companies improve the delivery of their general and administrative business services. His functional areas of focus span Finance and Accounting, Human Resources, Procurement and Supply Chain, Customer Care and Revenue Management, Real Estate and Facilities Management, Information Technology, and Analytics and Knowledge Processes. Bob has regularly led complex multifunctional or global improvement initiatives for companies such as Bristol-Myers Squibb, Colgate, GlaxoSmithKline, Hershey, Nestle, Novartis, and Siemens.

Cindy Pekrul

Cindy Pekrul


Turner Broadcasting, Inc.

Cindy is a Vice President and Deputy Controller for Turner Broadcasting System, Inc. She is responsible for the Accounting Business Services (ABS) organization, an integral component of Turner's Global Financial Business Service ("FBS") organization. The ABS organization is responsible for the financial service operations of the Accounting CoE, Procure to Pay, Payroll, Credit and Collections and Travel Services.  Cindy and her team are focused on accurate and effective end to end financial service operations, accuracy and consistency in accounting treatment across Turner’s global businesses as well as the creation of opportunities to achieve efficiencies through standardization. 

Ed Brandvik

Ed Brandvik


Trintech

Ed Brandvik is Marketing Manager at Trintech. He is a marketing specialist and skilled relationship builder who, working through communication, influence and resilience, achieves targets. 

Bonus Material

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