Spearheading Excellence for 20 Years March 7-10, 2016 Omni ChampionsGate Resort Orlando, FL www.SharedServicesWeek.com CONFERENCE AGENDA www.SharedServicesWeek.com @ssoweek | @ssonetwork | #SSOWeek 1 Workshop Half Day Tuesday, March 8, 2016 7:15AM Registration & Exhibit Hall Opens 8:15AM – 10:30AM 10:45AM – 1:00PM WORKSHOP A WORKSHOP B WORKSHOP C WORKSHOP D WORKSHOP E Shared Services 101: How to Design, Build, and Implement Shared Services Scott Manning, Partner ScottMadden Trey Robinson, Partner ScottMadden Tina Krebs, Partner ScottMadden Generate a Roadmap to Global Process Ownership Success: Ideation, Investigation & Implementation Lisa Miller, VP & Controller, PepsiCo (Retired) Jeffrey Reider, Director, GBS, Eli Lilly Shared Services for Shared Services – How to Serve Those Who Serve A.J. Hanna, Sr. Director, Service Management – Ministry Service Center, Ascension Health Think Marketing to Accelerate Shared Services or BPO Growth Deborah Kops, Founder, Sourcing Change Advancing Your Shared Services Operations: Taking It to the Next Level Courtney Jackson, Partner, ScottMadden Trish Ferris, Partner, ScottMadden Jerred Crosby, Partner, ScottMadden Understand the Critical Components to Effective Change Management Phil Searle, Founder & CEO, Chazey Partners Robert Towle, Managing Director, North America, Chazey Partners Robotic Process Automation – a Practical Guide for Working with Smart Machines Derek Toone, Managing Director, RPA Advisory Services, Alsbridge Build a Robust Partnership With Your Outsourced Provider Chris Piazza, SVP, Enterprise Financial Services, Warner Bros. Entertainment Hungry for Global HR Transformation – Key Ingredients to Ensure Your Transformation Initiative Doesn’t Fall Flat Deb Card, Partner, ISG Julie Fernandez, Partner, ISG Boxed Lunches to Be Provided to Workshop Participants WORKSHOP F WORKSHOP G WORKSHOP H WORKSHOP I Main Conference Day One Tuesday, March 8, 2016 12:00PM Main Conference Registration & Exhibit Hall Grand Opening 1:10PM SSON Opening Remarks Heather King, Divisional Director, SSON Americas 1:20PM Chairman’s Opening Remarks Brad DeMent, Partner, ScottMadden 1:30PM 20th ANNIVERSARY THEME PANEL: 20 Years of SSOW – a Look Back and A Look Forward at the Shared Services and Outsourcing Industry Nancy Hanslowe, SVP, HR Shared Services, Metlife Paul Bartley, Director, GBS, Program Support Center, HHS Loren Mahon, VP, Finance Systems, CEO Office, Oracle 2:10PM Emerging Technologies Are Reshaping the Future of Shared Services – What Does it Mean for You? Moderator: Scott Furlong, Partner, ISG Jason Brown, IT Director, Ingalls Shipbuilding Ankur Kothari, CRO and Founder, Automation Anywhere Lee Coulter, CEO, Ascension Health Shared Services 2:50PM CASE STUDY: The Move Towards Client- Centric Shared Services: Position Yourself Internally Within an Organization to Contribute Strategically Melissa Miller, VP, Business Improvement Group, Anthem 3:20PM Networking Break and Break into Maturity Curve Focus Groups’ 4:00PM Maturity Curve Groups Begin Hosted by: National Ballroom CD National Ballroom CD National Ballroom AB National Ballroom AB National Ballroom AB National Ballroom CD National Ballroom AB National Ballroom AB Championsgate Ballroom Royal Melbourne Championsgate Ballroom Royal Melbourne St. Andrews Royal Dublin St. Andrews Royal Dublin Oakmont Ballroom Agenda_MxII.indd 1 3/3/2016 2:06:33 PM
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Spearheading Excellence for 20 Years
March 7-10, 2016Omni ChampionsGate ResortOrlando, FLwww.SharedServicesWeek.com
WORKSHOP A WORKSHOP B WORKSHOP C WORKSHOP D WORKSHOP E
Shared Services 101: How to Design, Build, and Implement Shared ServicesScott Manning, Partner ScottMaddenTrey Robinson, Partner ScottMaddenTina Krebs, Partner ScottMadden
Generate a Roadmap to Global Process Ownership Success: Ideation, Investigation & ImplementationLisa Miller, VP &Controller, PepsiCo (Retired)Jeffrey Reider, Director, GBS, Eli Lilly
Shared Services for Shared Services – How to Serve Those Who ServeA.J. Hanna, Sr. Director, Service Management – Ministry Service Center, Ascension Health
Think Marketing to Accelerate Shared Services or BPO Growth Deborah Kops, Founder, Sourcing Change
Advancing Your Shared Services Operations: Taking It to the Next LevelCourtney Jackson, Partner, ScottMaddenTrish Ferris, Partner, ScottMaddenJerred Crosby, Partner, ScottMadden
Understand the Critical Components to Effective Change Management Phil Searle, Founder & CEO, Chazey PartnersRobert Towle, Managing Director, North America, Chazey Partners
Robotic Process Automation – a Practical Guide for Working with Smart MachinesDerek Toone, Managing Director, RPA Advisory Services, Alsbridge
Build a Robust Partnership With Your Outsourced ProviderChris Piazza, SVP, Enterprise Financial Services, Warner Bros. Entertainment
Hungry for Global HR Transformation – Key Ingredients to Ensure Your Transformation Initiative Doesn’t Fall FlatDeb Card, Partner, ISGJulie Fernandez, Partner, ISG
Boxed Lunches
to Be Providedto WorkshopParticipants
WORKSHOP F WORKSHOP G WORKSHOP H WORKSHOP I
Main Conference Day One Tuesday, March 8, 201612:00PM Main Conference Registration & Exhibit Hall Grand Opening
4:40PM How to Jumpstart your SSO Journey with a Compelling and Data-Driven Business Case and Overcome Roadblocks Once You’ve Embarked on the Journey Tony Sayer, Vice President Assistant Corporate Controller Shared Services, Parker Hannifi n Corp.
CASE STUDY: How to Leverage an Analytics Function for Global Operational Excellence – the MasterCard Story Jennifer Berry, VP, Global Business Service Center, MasterCard
What Are the Impacts that Cloud Services and Big Data are Having on Today’s Data Warehouse and Analytic SystemsTom McCammon, Senior Director Enterprise Datawarehousing and Analytics, Vonage
CASE STUDY: How to Take a GBS Organization to the Next Phase in Evolution Through Customer ServiceSwati Saran, VP, Customer and Partner Experience, Cisco
5:20PM CASE STUDY: The Role of Shared Services in Veterans Affairs and Commerce’s TransformationThomas M. Muir, Director, Support Services, MyVA Program Offi ce, Department of Veterans AffairsGlenn Davidson, Executive Director, Shared Services, US Dept. of Commerce
Flexibilization at Scale: Managing a Growing WorkforceY. Vijay Rao, Head, HR Operations, Facebook
How to Achieve Signifi cant Global R2R Automation Through a ‘Simplifi cation and Stratifi cation’ StrategyGareth Morgan, SVP, Business & Finance Services, Bristol-Myers SquibbGabriel Lantos, Director, GPO, R2R, Bristol-Myers Squibb
Tales from an Early RPA Adopter: Addressing Governance and Security Concerns Head On to Avoid Problems in the FutureTheresa Zinzilieta, CISSP, VP, Global Business Services, American Express
Moderator-Led Discussions
4:00PM “If I Had to Do it All Over Again I Would…”Moderator: Jim Klingler, Executive Director, University Business Operations Division, North Carolina State University Panelists: Patti Knight, VP, Finance Shared Services, BAE SystemsScott Senatore, Senior Director, Americas Finance Shared Services, VerifoneHosted by:
Thriving and Not Just Surviving the M&A Storm: How to Leverage Shared Services and BPO Relationships During a M&AAnil Bhavnani, BPO Director, Global Financial Solutions, Pfi zer
Glocal (Global but Locally Relevant) Approach to HR Operations & Shared Services: Pepsico’s Over 80 Country Global TransformationShakti Jauhar, Vice President, Global HR Operations & Shared Services, PepsiCo
How to Attain the Next Transformation Lever Through RPAMary Lacity, Curators’ Professor of Information Systems, College of Business, University of Missouri-St. LouisHosted by:
STAGE 1 EMERGING Track Owner: Debbie Lougheed,
Director, Shared Accounting Services, Diocese of Orlando
8:50AM BIG IDEA KEYNOTE #1: 26 Years to Pluto: The Team and Drive Necessary to Obtain the Unobtainable
Alan Stern, Planetary Scientist, Author and Leader, NASA’s New Horizons Mission
9:40AM SSON Excellence Awards Introductions and Awards #1 and #2 Hosted by:
10:00AM Fulfi lling a Shared Services Organization Reinvention Strategy Isabel Tan, SVP, Global Business Services, Warner Bros. Hosted by: 10:45AM Networking Break11:30AM Interactive Discussion Groups, Part I See attached sheet for IDG details12:30PM Networking Lunch and 5 Minutes to Move to Functional Transformation Tracks
Royal Dublin International Ballroom II International Ballroom III International Ballroom I
National Ballroom CD
Ballroom Commons & Osceola Ballroom AB
National Ballroom AB
National Ballroom AB
National Ballroom AB
National Ballroom AB
National Ballroom AB
Moderator-Led Discussions
Join us pool side for a Mardi Gras themed reception hosted by Ernst & Young featuring a beer tasting from Louisiana’s Abita Brewery. Test your skills at our Corn Hole Challenge for a chance to win a prize.
9:00AM From Expense to Revenue – Make the Jump to a Revenue Generating Shared Services Organization Lee Coulter, CEO, Ascension Health Shared Services
9:40AM North America Shared Services & Outsourcing Landscape Visual Analytics Navigation by DART Barbara Hodge, Editor, SSON
10:00AM PANEL: Back to Basics – How Do We Really DO This Stuff? Moderator: Chris Piazza, SVP, Enterprise Financial Services, Warner Bros. Entertainment Graham Russell, BPO Director, WPP John Gregory, Global Finance Lead, Global Business Services, Kellogg’s Bob VanDeVeire, Corporate Controller, Ports America
10:40AM Networking Break
11:10AM Leverage Typical Shared Services Competencies and Then Elevate to Ground Zero to Push Value for the Org – Shared Services 2.0 Piyush Gupta, Sr. EVP, Business Transformation, Head of Shared Services, Reliance
11:10AM Shared Services in the Federal Government: Getting the Lay of the Land Beth Angerman, Executive Director, Unifi ed Shared Services Management, GSA
11:50AM Interactive Discussion Groups, Part II Please see attached sheet for IDG descriptions12:50PM Industry Vertical Networking Lunch and 5 minutes to Move to Functional Transformation Tracks
National Ballroom CD
National Ballroom CD National Ballroom CD
National Ballroom AB
National Ballroom AB
National Ballroom CD
National Ballroom AB
National Ballroom AB
National Ballroom AB
National Ballroom AB
National Ballroom AB
National Ballroom AB
National Ballroom AB
National Ballroom AB
International III
Osceola Ballroom AB
How Ports America Certifi es its Balance Sheet & Reconciliations in a Shared Services EnvironmentBob VanDeVeire, Corporate ControllerPorts AmericaHosted by:
How GBS Turns the Page to a Next Era of Sourcing as the Cloud Rolls OnRosa Akhtarkhavari, CIOCity of OrlandoThomas Schroeder IIIStrategy Lead, FinancialsAon HewittHosted by:
Smart Automation at Citi: How Robotic and Cognitive Automation Are Improving the Effi ciency of Citi’s Enterprise Supply Chain Dona Linthicum, Head, Enterprise Supply Chain Systems, CitiHosted by:
Maintain Tight Governance and Controls within a Multifunctional OrganizationSharon Mirabelle, VP, Shared Services,McCormick Shared Services (MSS), McCormick & Co. Inc.
Is Your Head in the Cloud? Lessons Learned from An Early AdopterShawn O’Connor, Vice President Global HR Operations, Applied Materials
Roadmap to Success inProcurement/Sourcingand AP Unifi cationDale Ridge, Vice President EFS Global Procure to Pay, Warner Bros.
Case Study: Deploying an RPA solution at scale at AT&TAnkur Kothari, CRO and Co-founder, Automation Anywhere
Todd Lohr, Principal, U.S. Transformation Enablement Leader, KPMG LLP
Dhruval Shah, Director, Robotics, AT&T
CASE STUDY: How to Pilot a Shared Services Organization with the Procurement FunctionRudy Gabrielson, Chief Procurement Offi cer, University of Maine System
FINANCE & ACCOUNTING
TRANSFORMATION
HR TRANSFORMATION
MULTI-FUNCTION TRANSFORMATION
P2P MASTER CLASS RPA MASTER CLASS
International Ballroom I International Ballroom II International Ballroom III
Session 4: Getting over Obstacles – Real World Panel Discussion About Moving Beyond Level 3Hosted by:
Session 5: Reaching the Pinnacle – How Do you Measure Success and Advance Your Business?