for FINANCE & ACCOUNTING · 2 1-800-882-8684 [email protected] Dear Colleague: After 15 years of acclaimed success, we are thrilled to present our 16th Annual Shared Services for Finance

EARN UP TO 20 CPE CREDITS WHILE OBTAINING REAL-WORLD INDUSTRY INSIGHT

The Westin Galleria, Dallas, TX • June 20 - 22

Strategies to Effectively Develop, Implement & Analyze a Cost-Effective and Productive Finance & Accounting Shared Services Model

for FINANCE & ACCOUNTING

16th Annual

SHARED SERVICES

16+ HOURS OF CONTENT RICH PRESENTATIONS, CASE STUDIES & PANEL DISCUSSIONS LED BY INDUSTRY LEADERSExamine a wide array of model structures, practice methods, technologies, and resources to enable your proposed or existing FSSO to succeed

EXPAND YOUR KNOWLEDGE-BASE WHILE OBTAINING REAL-WORLD INDUSTRY INSIGHTBetter understand how to streamline and standardize your transactional processes so to create an enterprise-wide FSSO system

9+ HOURS OF STRUCTURED NETWORKING BREAKSConnect with your peers to discuss how your FSSO can optimize its transactional processes so as to reduce costs and be more productive---at whatever maturity stage your FSSO may be

1 2 3

4 INTERACTIVE WORKSHOPS ON THE HOTTEST TOPICS

How to Advance Your Financial Shared Service Model With Next Generation Concepts

WORKSHOP AEffective Audits’ Controls to Ensure Your FSSO’s Integrity

WORKSHOP CHow to Determine Which Metrics to Track & How to Utilize Data to Ensure Continued Process Improvement

WORKSHOP BUnderstand the Role a GPO & How to Implement One Into Your FSSO

WORKSHOP D

Sponsors

TOP 3 REASONS TO ATTEND

DISTINGUISHED SPEAKERSDan DavidsonVP of Global Finance Shared Services Equifax

Donald SandsDirector of Accounts Payable Memorial Hermann Health System

Tim WestendorfSVP, Group Head Financial Systems & Shared Services Strategy and Operations, MasterCard

Shivani Sharma MBA, PMPDirector, Accounts Receivable McKesson

Ted FlatiVP Finance, North America Shared Service Center Toshiba America Inc.

Brian Yahne, CPASenior Manager at Ascension Health Ministry Service Center Ascension Health

Lacey HughesGlobal Automated Expense Reporting Manager, PMP Baker Hughes

Melanie LongDirector FAS (Finance and Administrative Services) Finance Service Center UCSF

2 www.sharedservicesfa.com • 1-800-882-8684 • [email protected]

Dear Colleague:

After 15 years of acclaimed success, we are thrilled to present our 16th Annual Shared Services for Finance & Accounting Summit---which this year will once again prove to be a must attend conference for those who are working in – or are currently building – finance and accounting shared services organizations (FSSOs).

With all shared services programs, reducing costs and increasing productivity is of course top of mind. However, doing so is not a simple task---especially in the F&A space considering the sensitive nature of the financial transactions being processed. How an FSSO’s program is launched, established, managed, and developed for future growth directly impacts an organization’s financial integrity and health.

SSON’s 16th Annual Shared Services for Finance & Accounting Summit was designed to address the challenges and provide solutions within this industry, through thought-provoking discussions on “how to do more with less”, so as to enable an organization to drive more value and process improvement into their FSSO.

Furthermore, this year’s conference will be a perfect opportunity to:

• Better understand a wide variety of techniques to establish and manage a successful Change Management program, such as implementing effective employee training and development initiatives, user-friendly technology platforms, and ways to effectively “brand” your FFSO a friend versus foe

• Learn more about how to effectively source and maintain strong internal and external partnerships so to increase your FSSO’s productivity and reduce costs, with such partners as: your outsourcing, GPO, automation, and other service providers

• Explore effective Project Management methods that will enable your teams to maximize their efficiency---and in turn reduce waste, lower costs, and increase transactions processed, focusing on such matters as: establishing sign off buy-in, expediting speedier approvals, alternative budget allocation options, and much more

• Examine innovative technologies that will enable your FSSO to be more competitive in today’s highly cost-conscious shared services business environment, such as: e-invoicing; paperless & integrated software systems; mobile payments; and other automation tools to streamline your back office transactional processes

• Dig deep into topics vital to your F&A SS’s continued success such as: Developments and Trends in Master Data Management; Supplier Dynamic Discounting; RPA; Centers of Excellence; Fraud & Money Laundering Prevention; Data Analytics; Talent Management; Working Capital Management; Global Process Ownership; and much more

We look forward to seeing you in Dallas this June!

Sincerely,

Jules Miller Conference Producer

Senior Vice Presidents, Vice Presidents, Directors & Managers of...

• Finance

• Financial Shared Services

• Accounts Payable

• Controllers

• Finance Business Services

• Order-to-Cash

• Treasury

• Credit & Collections

• Process Improvement

• Accounts Receivable

• Financial Transformation

• Travel & Expenses

• Global Process Owners (GPOs)

• General Ledger

• Compliance

• Internal Audit

• Accounting

• Record-to-Report

• Procure-to-Pay

• Data Management/Analytics

• Tax Financial Planning & Management

• Accounting

• And much more!

WHO WILL BE ATTENDING

Dallas, TX June 20 – 22 for FINANCE & ACCOUNTING

16th Annual

SHARED SERVICES15th


SPEAKER FACULTY

Geoffrey Borlet Head, Global Financial Services, Applied Materials

Rhonda Oshier CPA, CA, Corporate Controller, The Minto Group

John Mauti VP, Chief Controller & Accounting Officer Ontario Power Generation

Dan Davidson VP, Global Finance Shared Services, Equifax

Becky Haynes Director, Finance Process & Systems Improvement, Core-Mark International

Rich Ziller Director, Accounting Services, AOL

Sergio Valeiras Supervisor, Costa Rica Service Center, IDB, Inter-American Development Bank

Jake Farkas VP, Project Management, Trinity Industries

Bryce Tawney Sr. Director Lead for Integration, Halliburton

Brian Yahne, CPA Sr. Manager at Ascension Health Ministry Service Center, Ascension Health

Monica Cox Head, Corporate Accounts Services Group, Finance Department, IDB Inter-American Development Bank

Mark Vise, CPA, CGMA, formerly VP, CFO Americas, Intertek

Tim Westendorf SVP, Group Head Financial Systems & Shared Services Strategy and Operations, MasterCard

Hillari Shearin Director, Program Management, McKesson Financial Center

Dirk Holoubek Finance Director – P2P, R2R, GFS – Global Shared Services, Applied Materials, Inc.

Lara Brooks VP, Accounting Services, Finance Shared Services Center, MGM Resorts International

Vicki Fallgren, MBA Corporate Shared Services - Service Delivery Leader, AP & Payroll Owens Corning

Kim Berg Director, Financial Services, Bemis Company, Inc.

Ted Flati VP Finance, North America Shared Service Center, Toshiba America Inc.

Jordane C. Elmassian Sr. Business Leader, Operations Support - Global Business Service Center, MasterCard

Adam Devine VP, Product Marketing & Strategic Partnerships, WorkFusion

Shivani Sharma, MBA, PMP Director, Accounts Receivable McKesson

Eric Werab Director, Product Portfolio Management Fiserv

Trey Robinson Partner, ScottMadden

Jason Davis Director ScottMadden, Inc.

Steve Palomino Director of Finance Transformation, Redwood

Art Sarno Product Marketing Director Kofax from Lexmark

Lacey Hughes Global Automated Expense Reporting Manager, PMP Baker Hughes

Aaron Galloway P2P Americas Business Supply Lead Pentair Valves & Controls

Melanie Long Director FAS (Finance and Administrative Services) Finance Service Center, UCSF

Jeffrey Brown Director, Product Marketing, WorkFusion

Leela Gill VP, Sales & Marketing Operations, Direct Commerce

Jim Bates former Chief Information Officer, State of Alaska

• FSSO design models that will enable your teams to maximize their efficiency---and in turn will reduce waste and lower costs

• Innovative technologies that will enable your FSSO to be more efficient and cost-effective

• Developments and Trends in Outsourcing; RPA; FSSO Leadership Recruitment; Global Process Ownership; and much more!

WHAT OUR ATTENDEES ARE SAYING

“I learned so much from the presenters and conference attendees. Lots of good ideas to take home.”Vice President, Shared Service, Direct Energy

“Loved all the new people, learned from them, great mix, content was awesome!”Senior Vice President, Finance Shared Services Center, MGM Resorts

“Having the opportunity to network with leaders from various companies and industries was invaluable.”Director, ERP- Finance Applications, Cox

“The event was a great opportunity to share experiences with other attendees and speakers to get new ideas on areas that my company could be looking at.”Head of Corporate Accounts Services, Inter-America Development Bank

VALUABLE

INSIGHT

Andrew Ernst, CPA, Vice President of Finance, Archer Energy, LLC

John E. Hopkins, Director of Finance Shared Business Services, Abbott Laboratories

Winston Saldana, Director, Deployment Consulting, Concur

Donald Sands, Director of Accounts Payable, Memorial Hermann Health System


PRE-CONFERENCE

WORKSHOP DAY

8:00AM WORKSHOP A REGISTRATION & NETWORKING BREAKFAST

While registering for Workshop A, enjoy a delicious breakfast and continued peer-to-peer conversation.

8:30AM WORKSHOP A: HOW TO ADVANCE YOUR FINANCIAL SHARED SERVICE MODEL WITH NEXT GENERATION CONCEPTS

What’s next for maturing shared services operations? How do you add value within a manageable framework? Dive into non-traditional, next-generation concepts with this interactive session. Here, we will share strategies to add value to your organization related to:

• Predictive and prescriptive analytics

• Use of social media

• Robotic process automation

• International expansion and treatment of small countries

• Increasing business customization without losing efficiency

Brad DeMent Partner ScottMadden

Trey Robinson Partner ScottMadden

Jason Davis Director ScottMadden

Hosted by:

10:00AM WORKSHOP B REGISTRATION & NETWORKING BREAK

Make the most of the short break and meet with new and old friends.

10:30AM WORKSHOP B: HOW TO DETERMINE WHICH METRICS TO TRACK AND HOW TO UTILIZE DATA TO ENSURE CONTINUED PROCESS IMPROVEMENT

Evaluating obtained metrics are certainly valuable to all organizations. However, unless you have a clear idea of which metrics your FSSO departments should track and analyze, valuable data will go unused, equating to unnecessary waste in both labor costs and untapped resources. To ensure your FSSO is maximizing its business intelligence, you must develop a metrics analytics end-to-end management plan.

In this session we will:

• Discuss the most common metrics to measure and if they are indeed the proper metrics your FSSO should track----and if not, what metrics would be of most use to your organization

• Examine metric analysis strategies that provide impactful data collection and improved service expectations and deliverables, such as scorecard, surveys, and more

• Explore innovative technologies to streamline data collections and analysis, such as dashboard reporting and data visualization

Bryce Tawney Senior Director Lead for Integration Halliburton

MONDAY, JUNE 20

EARN UP TO 20 CPE CREDITS!Penton Learning Systems d.b.a International Quality and Productivity Center is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Website: www.learningmarket.org. This program stands as BASIC as there are no prerequisites or advanced preparation requirements to attend our conferences. “Group Live” delivery method.


12:00PM WORKHOP C REGISTRATION & NETWORKING BREAK

While registering for Workshop C, make sure you mix and mingle as well!

12:30PM WORKSHOP C: EFFECTIVE AUDIT CONTROLS TO ENSURE YOUR FSSO’S INTREGRITY

Maintaining accurate and ethical account records for your FSSO departments is not only required, but also imperative to your business’ financial health. By developing effective internal audit controls systems, with transparency and accuracy built into its structural design, your FSSO will be one step ahead to ensuring compliance and timely account record keeping---therefore reducing the likelihood of continued auditing proceedings.

In this session, we will:

• Dig deep into systems that ensure accurate records’ verification---and in turn provide reasonable accounting control over assets, liabilities, revenues, and expenditures

• Discuss internal control components such as various control environments, risk assessment, control activities, communications, and financial tracking

• Examine how to ensure reliability in respect to your financial reporting, including innovative technologies that can assist you with said activities

* Boxed lunch served.

Brian Yahne, CPA Senior Manager at Ascension Health Ministry Service Center Ascension Health

2:00PM WORKSHOP D REGISTRATION & NETWORKING BREAK

Don’t forget your business cards!

2:30pm WORKSHOP D: UNDERSTAND THE ROLE OF GPO & HOW TO IMPLEMENT ONE INTO YOUR FSSO

As you may already know, a Global Process Owner (GPO) can be a very senior-level executive job role that requires the individual to spearhead a structured FSSO initiative of process improvement that takes into account all or some of its FSSO business activities (i.e. - P2P, AP, etc.) as interconnected components in an end-to-end process that in turn is intended to result in significant value to the FSSO.

A GPO’s area of focus and concern is to improve collaboration and value to a FSSO so to enhance its end-to-end processes while improving performance and control.

In this session, we will:

• Discuss the various GPO models and organizational structures and discuss which model types might be best for your FSSO

• Examine the pros and cons of integrating GPO job functions into your executive management’s current job role

• Discuss the importance of governance in dealing with potentially various regions and departments

• Learn how to develop an effective GPO business case for buy-in

• And much more!

John E. Hopkins Director of Finance Shared Business Services Abbott Laboratories

4:30PM END OF WORKSHOP DAY We look forward to seeing you tomorrow!

PRE-CONFERENCE: WORKSHOP DAY continued

“I liked the opportunity to talk with different people and understand their journey and challenges”Finance Manager, Intel

“Always great to attend this event---to get re-energized and bring home some new ideas”Vice President & Group Controller, Revenue Accounting, Turner Broadcasting


8:00AM REGISTRATION FOR DAY ONE & NETWORKING BREAKFAST

While registering for the Day One, enjoy a delicious breakfast and continued peer-to-peer conversation.

9:00AM CHAIRMAN’S OPENING REMARKS Brad DeMent

Partner ScottMadden

9:15AM CHANGE MANAGEMENT INITIATIVES TO IMPROVE YOUR FSSO’S DELIVERABLES

Whether your FSSO is in a pre-launch or implementation phase, establishing and managing a concise and flexible approach with respect to your change management programs is imperative to its day-to-day and long-term success.

In this session, we will examine marketing tactics, business restructuring systems, and communication initiatives that offer valuable solutions to the challenges your FFSO may face along its transformation journey---and examples of how to do so effectively.

Attend this session to:

• Better understand the benefits a flexible approach can offer, such as the ability to reassess and redirect your program goals and implementation methods based upon your FSSP’s evolving needs and demands---to in turn have a positive affect on your FSSO program

• Learn how to better ensure an enthusiastic and satisfied workforce, with techniques like developing new and exciting career paths for your workforce, such as higher level work---which in turn increases employee job satisfaction

Andrew Ernst CPA, Vice President of Finance Archer Energy, LLC

10:00AM ROUNDTABLE DISCUSSION: IMPROVING OCR ACCURACY WITH AUTOMATED ESCALATIONS & MACHINE LEARNING

At the heart of every shared services F&A operation is a toolkit for processing data, and one of those vital tools is lacking: optical character recognition (OCR). OCR is meant to reduce the cost and increase the accuracy of processing unstructured data, like invoices, but the number of exceptions creates a costly demand on human workers.

So how can you improve OCR accuracy and the speed of data extraction when your teams are already at capacity? The answer is machine learning (ML). By pairing ML-

enabled OCR with automated escalations to human workers, OCR gets more accurate over time, improving a wide variety of F&A processes.

In this session, we will cover:

• What analysts are saying about smart automation tools

• How combining machine tools with human intelligence increases process accuracy and capacity and drives down costs

• How to identify which processes can benefit most from smart automation

• Best practices for a successful deployment

• And most importantly, the questions you have and want answered about the next generation of smart automation

Jeff Brown Director, Product Marketing WorkFusion

Adam Devine VP, Product Marketing & Strategic Partnerships WorkFusion

Hosted by:

10:45AM MORNING NETWORKING BREAK & DEMO DRIVE

While enjoying a light morning snack and beverages, dive into the technologies and solutions available to potentially revolutionize your organization!

11:45AM PROCESS INNOVATION INTENSIVES In this group of intensives, you will have the opportunity

to learn more about the processes that cause you the greatest concern. Choose from one of the below process of technology intensives and obtain valuable informal, peer-to-peer insight facilitated by leaders in their respective area of industry focus. This session is designed to encourage lively intellectual exchange, whereas groups can discuss their greatest challenges and how they have addressed their greatest pain points.

■ PROCURE TO PAY Geoffrey Borlet, Head of Global Financial Services Applied Materials Dirk Holoubek Finance Director – P2P, R2R, GFS –Global Shared Services, Applied Materials, Inc.

■ RECORD TO REPORT Brian Yahne, CPA Senior Manager at Ascension Health Ministry Service Center Ascension Health

DAY ONE

MAIN CONFERENCE TUESDAY, JUNE 21

session continued on next page...


TRACK A: PLANNING & LAUNCHING YOUR FSSO TRACK B: TAKING YOUR MATURE FSSO TO THE NEXT STAGE IN ITS EVOLUTION

1:45PM PANEL DISCUSSION: HOW TO DETERMINE WHICH FSSO MODEL TYPE IS BEST FOR YOUR BUSINESSOne of the most critical decisions that must be made when developing a FSSO is deciding upon which organizational model is best suited for your organization. To determine which model is most ideal for your back-office financial processes, you must ask yourself several key questions, such as: Is there an immediate demand from my business divisions to transition into a FSSO?, Which business units will it serve?, Should it be a centralized FSSO or a hybrid?, Will the benefits outweigh the financial and time investment?, Do we have the internal infrastructure capabilities and other support systems to warrant a FSSO?One model type may work very well for some organizations, yet may not offer the same rewards to another. A “one size fits all” approach simply doesn’t work when planning, launching and managing a successful FFSO.In this session, we will explore:

• Various model types and the pros & cons of each• What are the logistical, financial, human capital, location,

and other considerations that need to be examined before deciding upon a specific FSSO model type?

• What’s the expected ROI for each model type?Moderator:

Art Sarno Product Marketing Director Kofax from Lexmark

Vicki Fallgren, MBA Corporate Shared Services - Service Delivery Leader, AP & Payroll Owens Corning

Ted Flati Vice President Finance North America Shared Service Center Toshiba America Inc.

Dan Davidson Vice President of Global Finance Shared Services Equifax

Becky Haynes Director of Finance Process & Systems Improvement Core-Mark International

Hosted by:

HOW TO UTILIZE ANALYTICS & METRICS TO FURTHER GROWN YOUR FSSOAre you measuring the right stuff? Are our metrics strategically aligned? What about your scorecards, are they incenting the right behavior?

Let’s explore the Theory of Constraints and the problems with traditional Cost Accounting. What is your data telling you? How can you best analyze data to help you understand trends – both good and bad?

In this session, we will discuss:

• Metrics the TOC way

• Characteristics of good metrics

• Holistic Metrics

• Converting qualitative metrics

• The Lean P&L Statement

• Analyzing trends

Jim Bates former Chief Information Officer State of Alaska

MAIN CONFERENCE DAY ONE continued

TRACKED SESSIONS BEGIN

■ GOVERNANCE Brad DeMent Partner ScottMadden Trey Robinson Partner ScottMadden

■ GENERAL PROCESS MANAGEMENT Shivani Sharma, MBA, PMP Director, Accounts Receivable McKesson

12:45PM NETWORKING LUNCH BREAK Join us for a delicious lunch and lively peer-to-peer

conversation.


3:15PM AFTERNOON NETWORKING BREAK Join us for this Afternoon Networking Break to grow your

industry network and continue discussing the hot topics.

3:30PM FIRESIDE CHAT: HOW TO RECRUIT & RETAIN EXCEPTIONAL FSSO EXECUTIVE LEADERSHIP

To effectively launch, manage, and expand a thriving FSSO, you need strong leadership to ensure success. However, recruiting and retaining exceptional executive management isn’t an easy task, especially in shared services. To attract and hold onto top talent, you must develop an end-to-end plan of how to do so.

In this session we will explore:

• How to identify and attract senior executive and mid-management teams with critical competencies, qualifications and FSSO specialized expertise

• How to establish career development strategies that support and engage a wide variety of management teams

• Senior and mid-management mentoring and training programs to ensure core mission excellence

Lara Brooks Vice President – Accounting Services, Finance Shared Services Center MGM Resorts International

Jim Bates former Chief Information Officer State of Alaska

John E. Hopkins Director of Finance Shared Business Services Abbott Laboratories

4:15PM FIRESIDE CHAT: SUPPLIERS’ DYNAMIC DISCOUNTING TO ADD VALUE TO YOUR AP PROCESSES

Supply Chain Financing, Dynamic Discounting, Buyer Initiated Payments – there are many early payment programs that organizations can institute in exchange for supplier discounts. How do you decide which ones are best for your corporation in an effort to optimize working capital?

Join us in this session as we clarify the different options and outline the corporate environment that work best for these programs. We will discuss case studies and results that will help you lay the ground work for making sure a program can be successful in your company.

In this session, we will discuss:• The basic principles of supply chain finance, dynamic

discounting and buyer initiated payments • Best practices and how to implement a program within your

corporation• KPI’s, lessons learned and how to monitor your successful

program Moderator:

Leela Gill Vice President, Sales & Marketing Operations Direct Commerce

Donald Sands Director of Accounts Payable Memorial Hermann Health System

Hosted by


2:30PM DEVELOP & MAINTAIN EFFECTIVE PROJECT MANAGEMENT STRUCTURESTo ensure efficient and cost-effective project management, a clear-cut framework with respect to how your FSSO’s projects will be managed is essential. Should there be a staff devoted to project management, or should your employees be trained to regard their work more like a Project Manager would? In this session, we will explore:

• How to establish a Project Management Department, and/or Project Manager position to your FSSO departments---including how to define a PM’s job role, functions, scope, and methods to track success

• Employee training programs to develop effective PM leadership and continue career growth

• Everyday challenges a PM can experience, such as how to effectively process project orders and obtain approvals quickly---and how to solve such matters quickly and efficiently

Hillari Shearin Director, Program Management McKesson Financial Center

CASE STUDY: UNLOCK IMPROVED DECISION MAKING WITH FINANCIAL MASTER DATA MANAGEMENT FOR SHARED SERVICESAccording to a number of recent studies, SSOs across the globe are increasingly taking ownership over Master Data Management and developing defined processes for Global Data Administration to ensure business-related data is as accurate and reliable as possible. In this case study presentation, find out how SSOs similar to yours have successfully built and maintained a powerful Master Data Management strategy by successfully:Clarifying and Focusing scope

• Standardizing and streamlining processes/systems associated with master data maintenance and administration

• Partnering with business units to support master data maintenance for changes to business processes

• Developing a vision for the futureJohn Mauti Vice President, Chief Controller & Accounting Officer Ontario Power Generation


5:00PM CASE STUDY: MASTERCARD’S JOURNEY TO VALUE CREATION

The journey of any SSC can be challenging and MasterCard’s was no different. We will share our story on how we dealt with various challenges to adapt and evolve to generate high value creation. Acknowledging roadblocks, exposing root causes, and adjusting course supported our transformation and generated leaps of enhancements.

In this session, we will discuss:• Organization delivery models and concepts which can

drive innovation and savings • The value of pacing technology, metrics and process

standardization• Using metrics to discover actionable insights and enable

real-time process performance management• Create products out of data to increase customer value

and overall satisfaction

• Identify process automation candidates for predictive analytics

Tim Westendorf Senior Vice President, Group Head Financial Systems & Shared Services Strategy and Operations MasterCard

Jordane C. Elmassian Senior Business Leader, Operations Support - Global Business Service Center MasterCard

5:45PM END OF MAIN CONFERENCE DAY ONE

6:00PM COCKTAIL RECEPTION Join us for some further networking and cocktails!


“I enjoyed spending two days with like-minded practioners who helped me grow with ideas I can bring back to my office”Director, AOL


8:30AM REGISTRATION FOR DAY TWO & NETWORKING BREAKFAST

While registering for the Day Two, enjoy a delicious breakfast and continued peer-to-peer conversation.

9:00AM CHAIRMAN’S OPENING REMARKS Brad DeMent

Partner ScottMadden

9:15AM FIRESIDE CHAT: ESTABLISHING EFFECTIVE PARTNERSHIPS & VENDOR RELATIONSHIPS TO INCREASE OPERATIONAL EFFICIENCIES IN YOUR FSSO

The relationship between a FSSO and the departments it serves is greatly affected by the partnerships it has established, may they be effective, or not. By ensuring productive and healthy vendor & inter-departmental partnerships, your FSSO will reap unparalleled short and long-term rewards.

Effectively collaborating between various departments with different operational systems, corporate cultures, software, and ways of conducting business can be challenging, therefore a plan to address these day-to-day obstacles need to be put in place to ensure both FSSO and recipient of services are satisfied.

In this session we will examine:

• Processes involved to increase operational efficiency within your organization

• Balancing cost reduction and compliance risks

• Leveraging digital tools and technologies to transform the business – i.e. taking a streamlined approach to reconciliation

• Innovative technologies that offer FSSOs and their customers enhanced communication and collaboration efficiencies (center of excellence for reconciliation)

Moderator: Eric Werab Director, Product Portfolio Management Fiserv

Rhonda Oshier CPA, CA, Corporate Controller The Minto Group

Melanie Long Director FAS (Finance and Administrative Services) Finance Service Center UCSF

Hosted by

10:00AM ROUNDTABLE DISCUSSION: HOW CAN ROBOTIC PROCESS AUTOMATION TRANSFORM YOUR SHARED SERVICES OPERATIONS?

Learn how “smart” robots, specially trained as accountants, can provide you with the most comprehensive robotics solution today, replacing significant parts of the manual effort across your entire shared services center.

The latest robots know how to perform the tasks, provide the necessary controls, and maintain a comprehensive audit trail. They interact with approvers and supervisors when needed and always provide a dynamic dashboard of global progress.

Join Redwood financial experts to learn:

• The benefits that robots can actually deliver across the SSC and how knowledge robots are different when compared to first generation robots

• How next generation knowledge robots completely revolutionize Shared Services delivery capability - to deliver untapped advantage

• Real world customer examples of the application of robotics across complex global organizations

• How to achieve quick wins

Moderator: Steve Palomino Director of Finance Transformation Redwood

Hosted by

10:45AM MORNING NETWORKING BREAK & DEMO DRIVE RAFFLE DRAWING WINNERS ANNOUNCED

Join your peers to continue the discussion while networking over refreshments and light snacks---and find out the winners of some fantastic raffle prizes!

11:15AM PROCESS INNOVATION INTENSIVES In this group of intensives, you will have the opportunity

to learn more about the processes that cause you the greatest concern. Choose from one of the below process of technology intensives and obtain valuable informal, peer-to-peer insight facilitated by leaders in their respective area of industry focus. This session is designed to encourage lively intellectual exchange, whereas groups can discuss their greatest challenges and how they have addressed their greatest pain points.

■ PROCURE TO PAY Kim Berg Director, Financial Services Bemis Company, Inc.

DAY TWO

MAIN CONFERENCE WEDNESDAY, JUNE 22

session continued on next page...


■ GOVERNANCE Brad DeMent Partner ScottMadden

Trey Robinson Partner ScottMadden

■ ORDER TO CASH Bryce Tawney Senior Director Lead for Integration, Halliburton

■ GENERAL PROCESS MANAGEMENT Rich Ziller Director, Accounting Services AOL

12:15PM HOW TO MAINTAIN EFFECTIVE ANTI-FRAUD SYSTEMS WITHIN YOUR FSSO PROGRAMS

Financial fraud, may it be credit, money laundering, tax invasion, misappropriation of funds, or other forms of illicit activity, must be dealt with head-on to ensure your organization’s legal and financial safety.

Within a FSSO business model which consists of complex and highly-sensitive infrastructures that relate to your organization’s overall finances (and many times

compliance matters), it is indeed possible to maintain an effective FSSO anti-fraud plan, that is, if you have the necessary controls in place to monitor, record, analyze, and in turn process financial reports that deal with a multitude of fraudulent matters.

In this session, we will discuss such matters as:

• How to develop a Check List of which FSSO processes need to be tracked, how often, and who should govern the process and actions taken thereafter

• Innovative technologies that can improve your FSSO’s methods of tracking and reporting financial fraud within your business operations

• How to track fraudulent activity trends across various locations and business units---and the best methods to reduce continued fraud

Monica Cox Head, Corporate Accounts Services Group, Finance Department, IDB, Inter-American Development Bank

Sergio Valeiras Supervisor, Costa Rica Service Center IDB, Inter-American Development Bank

1:15PM NETWORKING LUNCH BREAK Join us for a Networking Lunch Break to grow your

industry network and continue discussing the hot topics.

MAIN CONFERENCE DAY TWO continued

TRACK A: PLANNING & LAUNCHING YOUR FSSO TRACK B: TAKING YOUR MATURE FSSO TO THE NEXT STAGE IN ITS EVOLUTION

2:15PM BAKER HUGHES INTERVIEW: UTILIZING DIGITAL PLATFORMS TO ADD VALUE TO YOUR FFSO’S PROCESSESIn today’s ever-evolving digital landscape, keeping up with the latest technologies that can provide your FSSO with increased productivity, data accessibility, transparency, accounting accuracy, security, and can also streamline your back-office transactions is certainly a sound business decision in respect to adding value to your FFSO.

The benefits of going digital, either by e-invoicing, mobile payments, or other technologies currently on the market, certainly outweighs the roadblocks that may come your way when doing so, such as: the time and cost spend related to transitioning to a digital FSSO business unit.

In this session, we will explore:

• Various digital technologies and how they can be utilized by your newly established or launched FSSO

PANEL DISCUSSION: HOW TO MANAGE EFFECTIVE OUTSOURCING RELATIONSHIPSAs a mature FSSO, your operations very well might have an outsourcing component its overall service delivery. Or perhaps it doesn’t, and your executive management teams are currently considering outsourcing for its business unit/s. Nevertheless, how your FSSO sources and manages its outsourcing vendors’ relationships greatly affects your FSSO’s service outcomes---which are just one reason your organization needs to explore these relationships.

If not properly managed by effective communication and understanding between your organization and its outsourcing operations, a severe disconnect can ensue-

--and in turn your FSSO will suffer. A transparent, diligent, and flexible approach to how your FSSO manages its outsourcing operations and relationships are a value-add you simply cannot deny.

TRACKED SESSIONS BEGIN

session continued on next page...session continued on next page...


3:15PM AFTERNOON NETWORKING BREAK Take advantage of this final scheduled Networking

Break. Did you meet everyone you hoped to? If not, get busy!

3:45PM TOWN HALL CLOSING DISCUSSION: THE TOP BURNING QUESTIONS

Let’s face it, the greatest take-away you can take back to your FSSO is sound advice that specifically addresses your organization’s past, current, and future challenges. This session will consist of open-forum Q&As, with the session speakers answering the top burning questions submitted earlier in the day, which may include:

• How do you determine how many employees are needed to implement or expand a successful FSSO?

• After a change management disaster, which crisis management methods can be utilized to effectively reduce further chaos (and quickly)?

• Is it better to develop a Profit Center buy-in business case internally, or is it better to hire a consultant firm to assist with your business case---or should both scenarios be applied?

• And much more!

MAIN CONFERENCE DAY TWO continued

Aaron Galloway P2P Americas Business Supply Lead Pentair Valves & Controls

Ted Flati Vice President Finance, North America Shared Service Center Toshiba America Inc.

Monica Cox Head, Corporate Accounts Services Group, Finance Department IDB, Inter-American Development Bank

Rich Ziller Director, Accounting Services AOL

4:30PM CLOSE OF CONFERENCE- SEE YOU NEXT YEAR!

• The costs involved with going digital from the on-set, and/or, how to do so progressively based upon your FSSO’s allotted budget

• How to integrate digital processes into your workflow and how to train and manage your staffs to successful utilize said platforms

Winston Saldana Director, Deployment Consulting Concur

Lacey Hughes Global Automated Expense Reporting Manager, PMP Baker Hughes

Hosted by

In this session, we will discuss:

• How to source and manage outsourcing vendors that can improve your FSSO’s overall production, while ensuring enhanced performance and quality of work

• How to effectively collaborate with your outsourcing operations to ensure continued process improvement, such as: how to renegotiate pre-existing contracts to be in line with your FSSO’s growing business needs

• How to effectively work with various international corporate cultures, workflow processes, and system’s infrastructures-

--especially when adhering to regulations and compliance matters are of utmost importance

Mark Vise CPA, CGMA, formerly Vice President, CFO of Americas, Intertek

Jake Farkas Vice President, Project Management, Trinity Industries

Dirk Holoubek Finance Director – P2P, R2R,GFS – Global Shared Services, Applied Materials, Inc.


THANK YOU TO

OUR SPONSORS APEX Analytix www.apexanalytix.comAPEX Analytix helps companies

maximize their profitability and safeguard disbursements globally. Our innovative people, processes and FirstStrike® technology have transformed the audit recovery industry, saving our clients billions and making APEX Analytix a leading global provider of recovery audit, overpayment detection and risk analysis services. For more information, visit www.apexanalytix.com.

Apptricitywww.apptricity.comApptricity Corporation is a leading

global provider of Internet of Things (IoT) M2M mobile enterprise solutions for supply chain management (SCM) and spend management. Apptricity solutions are valued by commercial and government organizations worldwide providing bottom line results. Apptricity solutions mobilize any enterprise with unprecedented levels of real-time information and business intelligence so management has visibility into every action and transaction within the enterprise and among its partners, customers and suppliers. Powered by Apptricity JetStream platform, our solutions enhance legacy enterprise applications and extend the value of information technology investments. Our platform enables us to address the universal objectives of business, government and the military with accelerated business processes and command visibility.

Concur www.concur.comConcur imagines the way the world

should work, offering cloud-based services that make it simple to manage travel and expenses. By connecting data, applications and people, Concur delivers an effortless experience and total transparency into spending wherever and whenever it happens, so businesses can focus on what matters most.

Direct Commerce www.directcommerce.comDirect Commerce (DCI) offers Procure-to-

Pay product solutions that include electronic invoicing, remittance and payment, imaging, discount management, dispute resolution, work flow and more over a secured web hosted Supplier Portal that is customizable and delivers bottom-line cost reduction results. Focused on delivering the perfect solution for your needs, Direct Commerce is renowned for its efficient implementation and premier customer service. The company’s superior product functionality, rapid Go Live process, and friendly post-sales support make Direct Commerce the first choice for Fortune 1000 clients worldwide. Founded in 2000 and a leader in the accounts payable automation and procure-to-pay solutions, Direct Commerce supports thousands of suppliers submitting hundreds of thousands of electronic invoices adding up to billions of dollars per year in transaction volume. Direct Commerce’s mission is to transform the delivery and management of inter-business financial transactions from a predominantly paper-based process to a fully electronic interchange.

Fiserv Solutions, LLC www.financialcontrol.fiserv.comFor more than 30 years, Fiserv, Inc. (NASDAQ: FISV) has been a leader in financial services

technology, and today is among FORTUNE® magazine's World's Most Admired Companies and Forbes magazine's America's Best Employers. At the IQPC SSON event we will be showcasing our Frontier™ Reconciliation solution for financial shared services. The solution provides complete balance sheet reconciliation automation that can enable operational efficiency gains of up to 80% and cut the risk of errors resulting in financial loss in half.

Hanse Orga Group www.hanseorga-group.comHanse Orga Group is a leading

one-stop shop for financial software and consulting within and outside of SAP. The Group comprises the subsidiaries Hanse Orga, cogon and SymQ and delivers added value to over 1,000 customers worldwide. Hanse Orga offers specialized SAP-integrated software for optimizing cash application, payments, treasury, cash & liquidity management and electronic bank account management. ERP-independent solutions are provided by cogon which was incorporated into Hanse Orga Group in 2012.

In the same year, the Group founded the SAP treasury consultancy SymQ that helps companies unlock the hidden potentials of their standard SAP applications.

Lexmark www.lexmark.comKofax, Perceptive Software and ReadSoft have come together

under one Lexmark brand to offer a level of financial process automation no other organization can match. It’s a powerful combination of capture, content, process and search technology that connects your core systems with all the documents, processes and supporting information that you couldn’t track before. You gain near real-time visibility into the status of your organization’s finance and accounting operations as you automate accounts payable, procure to pay, order to cash and every process in between.

Neocase Software www.neocasesoftware.com

Neocase Software is the global leader in Enterprise-class, SaaS solutions for HR & Finance Shared Service Centers (SSC), providing cost effective, innovative and powerful SSC solutions to streamline Service Delivery. We accomplish this through advanced Case Management, Business Process Management, Performance Analytics and preferred access capabilities including Chat, Self-service and mobile. Delivered in the cloud and leveraging its award-winning technology platform, Neocase integrates with core HR platforms like Workday, SAP, Oracle, PeopleSoft and other systems to leverage existing data. Currently supporting over 4 million employees across 150 countries, spanning medium to large-sized to Fortune 1000 businesses have selected Neocase Software i.e. Dollar General, MGM Resorts, Smiths Group, Amgen, Sanofi, Merck, Societe Generale, Baker Hughes, Mayo Clinic, UNICEF, The World Bank, Penn State University, Thales Group, Renault, Air France, Canadian Tire, Harrods, PSA Peugeot Citroen and many more.

REDWOOD’S ROBOFINANCE™ redwood.com/solutions/robofinance RoboFinance: Discover robots with

the “know-how” to improve the efficiency of any financial process. Come meet Redwood’s experts as they unveil how our leadership in Robotic Process Automation (RPA) helps global enterprises eliminate slow and error prone manual activities across their entire finance and accounting landscape. This includes AP, AR, FA, GL, R2R, Internal Controls and Reporting. Achieve more consistent, efficient and compliant finance and accounting processes, end-to-end… RoboFinanceTM robots perform all the manual financial and accounting tasks and controls, complete documentation and maintain an audit trail, so you achieve the accuracy and speed your financial activities require without all the stress. And they don’t need supervision. They interact with approvers and supervisors only when they encounter an exception or need an approval.

ScottMadden www.scottmadden.comScottMadden has been a pioneer in corporate ad shared services since the

practice began decades ago. Our Corporate & Shared Services practice has completed more than 1,100 projects since the early 90’s, including hundreds of large, multi-year implementations. Our clients span a variety of industries from entertainment to energy to high tech. Examples of our projects include business case development, shared services design, and shared services build support and implementation.

WorkFusion www.workfusion.com

WorkFusion helps enterprise operations improve customer service, increase agility, and reduce costs by automating repetitive manual work. Customers use WorkFusion to digitize high-volume business processes by leveraging the platform’s unique combination of workforce orchestration, robotics, and machine-learning powered cognitive automation. WorkFusion won SIIA’s CODiE Award for Best Big Data Solution, Data Management Review’s award for Best Data Management Solution and has been recognized by the leading analysts as a breakthrough solution for customers. The company is headquartered in New York City with offices in London and Eastern Europe.

SPONSORSHIP & EXHIBITION OPPORTUNITIES Event sponsorship is an excellent opportunity for your company to showcase its products and services to senior-level, targeted decision makers attending the SSON’s 16th Annual Shared Services for Finance & Accounting Summit. IQPC and SSON help companies like yours achieve important sales, marketing and branding objectives by setting aside a limited number of event sponsorships – all of which are tailored to assist your organization in creating a platform to maximize its exposure at the event. For more information on sponsoring or exhibiting at this year’s conference, please call Chris Ritchie at 212-885-2799 or email him at [email protected]

EDUCATE THE MARKETShare your expertise with our audience that will consist of top decision makers and influencers in the industry and by positioning your company as thought leaders during our PROCESS INNOVATION INTENSIVES sessions

BRANDING OPPORTUNITIESHave your company logo included on the event website and various other marketing materials prior to and at the conference so as to INCREASE YOUR BRAND AWARENESS TO THIS GROWING INDUSTRY

NETWORK WITH KEY DECISION MAKERSSponsorship offers an opportunity to send your company representatives to the conference for FACE-TO-FACE INTERACTIONS WITH TOP DECISION MAKERS

WE’LL BRING YOUR TARGET MARKET TO YOUOur marketing team will work with you to provide content for your website, incorporate your wish lists into our overall marketing plan, and FEATURE YOUR BRAND TO YOUR TARGET AUDIENCE VIA VARIOUS FORMS OF MARKETING CHANNELS/INITIATIVES


End Users: Standard & Onsite Pricing

Main Summit $2,495

All Access: Main Conference + All 4 Workshops $3,495

One Workshop $549

Vendors: Standard & Onsite Pricing

Main Summit $3,395

All Access: Main Conference + All 4 Workshops $4,395

One Workshop $549

PRICING & REGISTRATION

THREE EASY WAYS TO

1 CALL 1-800-882-8684

2 EMAIL [email protected]

3 REGISTER ONLINE AT www.sharedservicesfa.com

REGISTER

VENUE & ACCOMODATIONS

STAY UP-TO-DATE

ABOUT THE PRODUCERS

TEAM DISCOUNTS: Number of Attendees Savings

3 to 4 10%

5 or more 15%

Please Note: · Payment must be in USD. · All ‘Early Bird’ discounts require payment at

time of registration and before the cut-off date in order to receive any discount.

· Any discounts offered (including team discounts) must also require payment at the time of registration.

· All discount offers cannot be combined with any other offer.

· Please view our registration policy for full information about payment, cancellation, postponement, substitution and discounts.

· Please note, multiple discounts cannot be combined.

· A $99 processing charge will be assessed to all registrations not accompanied by credit card payment at the time of registration.

· Prices are in US Dollars and are subject to a 13% HST.

Make Checks Payable In U.S. Dollars To: IQPC * CT residents or people employed in the state of CT must add 6.35% sales tax.

Team Discounts: For information on team discounts, please contact IQPC Customer

Service at 1-800-882-8684. Only one discount may be applied per registrant.

Details For Making Payment Via EFT or Wire Transfer: Bank Name: JP Morgan Chase & Co. Name on Account: Penton Learning Systems LLC dba IQPC Account #: 937-332641 ABA/Routing #: 021000021 Reference: IQPC: 11034.011

Payment Policy: Payment is due in full at the time of registration and includes lunches and refreshment. Your registration will not be confirmed until payment is received and may be subject to cancellation.

For IQPC’s Cancellation, Postponement and Substitution Policy, please visit www.iqpc.com/cancellation

Special Dietary Needs: If you have a dietary restriction, please contact Customer Service at 1-800-882-8684 to discuss your specific needs.

©2015 IQPC. All Rights Reserved. The format, design, content and arrangement of this brochure constitute a trademark of IQPC. Unauthorized reproduction will be actionable under the Lanham Act and common law principles

Westin Galleria Dallas 13340 Dallas Pkwy, Dallas, TX Website: www.thewestingalleriadallas.com Phone: 972-934-9494

GROUP RATE: A discounted rate of $209.00+15% tax (single/double occupancy) has been reserved for the Shared Services for Finance & Accounting attendees. Reservations must be booked before May 30th, 2016 to ensure the group rate. The rate is valid 3 days pre and post event, subject to availability. Please identify you are part of the IQPC – Shared Services for Finance & Accounting group to ensure the special rate, based on availability. Hotel Reservations: 888-627-8536

Visit www.sharedservicesfa.com for the latest resources including whitepapers, speaker interviews, and presentations. All content is free, available 24/7 and new content is added regularly. If you have something you would like to contribute to the Resource Center, email: [email protected]

The Shared Services & Outsourcing Network (SSON) is the largest and most established community of shared services and outsourcing professionals, with over 65,000 members globally. We provide the roof under which key industry experts and organizations share their experience, knowledge and tools, and SSO practitioners connect with others all over the world, face to face and online. It provides Complimentary access to exclusive interviews, industry reports, survey results, webinars and whitepapers and more. To join for free, visit www.ssonetwork.com.

Documents

for FINANCE & ACCOUNTING · 2 1-800-882-8684 [email protected] Dear Colleague: After 15 years of acclaimed success, we are thrilled to present our 16th Annual Shared Services for Finance