Day 1, Sunday, June 24, 2018

11:00 AM - 11:40 AM Registration & Welcome Brunch

11:40 AM - 11:55 AM Orientation & Networking Session

11:55 AM - 12:00 PM Chairperson's Opening Remarks

12:00 PM - 12:40 PM Creating and Selling the Vision for Shared Services

Charles Morgan, VP, Finance Shared Services, Aetna
Whilst many large companies have already made the transition to a Finance Shared Services organization what is the ‘triggering event’ that makes remaining companies commit to the move? Once the decision is made how do you manage the broader organizational message, balance this initiative against other competing priorities and maintain the engagement & commitment levels to what is a long journey? Join Charles Morgan as he talks about Aetna’s journey and progress in setting up a Finance Shared Services organization.
· Help move from theoretical to actual commitment
· Seize the opportunity, benefits and roadmap
· Prioritize migrations, select work locations and demonstrate progress


Charles Morgan

VP, Finance Shared Services

12:40 PM - 1:20 PM How to Win Constantly With Your Shared Services Digital Transformation

Tony Saldanha, VP, Global Business Services , Procter & Gamble
The Shared Services industry is being transformed by the same forces that are disrupting entire industries and companies. How do you lead your shared services organization to maximize gains from this dramatic change? Tony Saldanha, VP, Global Business Services at Procter & Gamble shares his perspectives on why these are great times to be a Shared Services leader. In this session he will cover the following –
  • Define a structured approach to digital transformation
  • De-risk your digital transformation
  • Hear how shared services organizations may be in the best position to help their companies to digitize


Tony Saldanha

VP, Global Business Services
Procter & Gamble

1:20 PM - 1:50 PM Business Meeting

1:50 PM - 2:20 PM Business Meeting

2:20 PM - 2:40 PM Networking Break

Adding Value/Expanding Scope

2:40 PM - 3:20 PM Group Discussion: Stepping Out of the "Scope" Comfort Zone: Who's Really Pushing the Envelope And How?

Kimberly Simon , GBS Americas Transformation Director , BP Rohit Nath , Vice President, Global Finance Shared Services, Cargill
Traditional SSOs have historically focused on enterprise functions like AP/AR, Procurement / Supply chain, Accounting and basic HR processes. But things are changing and mature SSOs are starting to add functions that were way outside of the “comfort zone”. This interactive discussion will highlight opportunities for adding complex, sensitive and even high-risk functions to shared services and provide examples on how the function can be more effective and efficient as a result.
· Hear what’s spurring the next wave of growth for shared services
· Discuss the expansion of scope and services into less traditional areas of the company such as tax, FP&A, e-learning, office services and supply chain finance
· Hear how the expansion of scope and services has created significant value to the company


Kimberly Simon

GBS Americas Transformation Director

Rohit Nath

Vice President, Global Finance Shared Services

Intelligent Automation

2:40 PM - 3:20 PM RPA Ready or Not - Here We Come! A Step-By-Step Guide to Developing & Implementing a Robotic Process Automation Program

Kathleen Dockery , SVP, Digital Business Automation , KeyBank
Intelligent Automation is the current game changer in terms of process efficiency for all organizations looking to radically improve business intelligence, reduce costs, enhance the internal and external customer experience and reach higher levels of process excellence. Many organizations in their desire for an “intelligent enterprise” are first starting with robotics process automation to reap early benefits and lay the foundation for an IA-driven transformation. During this session we will:
  • Start with a clear definition of RPA and understand the differences between RPA and other forms of automation
  • Build a comprehensive business case
  • Discuss the processes/functions ripe for RPA - where do you have the most structured and digital information and where are leaders most receptive? Who will be the poster child to demonstrate the value?
  • Highlight the hidden costs of automation investment
  • Discuss the positioning of an RPA program as a stand-alone initiative or part of a wider business transformation


Kathleen Dockery

SVP, Digital Business Automation

Adding Value/Expanding Scope

3:20 PM - 4:00 PM Driving End-to-End Process Reengineering And Digitization

End-to-end process management is the key to efficiency, market-based innovation and collaborative problem solving. How do you develop the organizational structure, support the process owners and drive end to end standardization? How do you keep pace with evolving technology? During this session attendees will learn how to:
· Build end-to-end process governance to drive operational performance improvement and business transformation
· Unlock maximum value with global process ownership - what is the ideal scope, governance and employee characteristics?
· Focus on the redo of work processes across the entire organization
· Drive global process standardization

Intelligent Automation

3:20 PM - 4:00 PM Blockchain and Shared Services: How Should We Be Looking At Blockchain Applications in F&A?

Blockchain is getting a lot of press lately especially in supply chain.
How should SS leaders be looking at Blockchain applications in F&A?
During this session, attendees will discuss the following:
- Blockchain 101 and the benefits for processes;
- Where Blockchain can have the largest impact on F&A
- Use cases for Blockchain and F&A processes;
- And if there is a limit to Blockchain’s applicability within F&A

4:00 PM - 4:30 PM Business Meeting

4:30 PM - 5:00 PM Business Meeting

5:00 PM - 5:15 PM Networking Break

Master Class

5:15 PM - 6:00 PM Using Big Data and Analytics to Drive the SSO Towards Measurable Business Outcomes

During this session, attendees will learn how the concept of big data applies to insight, process improvement, strategic technology projects, metrics, and how it leads to benefits like improving efficiency and managing risk.

  • Discuss the value or formally, and regularly, collecting ss and business partner feedback to inform your strategy
  • Highlight new approaches for getting the most out of your data
  • Review the basics of creating a measurement map
  • Receive tips for conducting analysis that integrates SSO data with business data


5:15 PM - 6:00 PM Change Management At the Speed of Business

Regardless of where your organization may be on the maturity spectrum of shared services, change is a constant, and the ability to manage change as part of your day-to-day operations is crucial to ensure the cultural transformation needed for execution and growth. During this interactive session we demystify change management and employee engagement techniques by exploring the practical applications tools and latest practices.

  • Enable on-going change for sustainable support and business results
  • Manage cultural changes while keeping employees engaged
  • Master ongoing communication that is relevant and resonates with stakeholders and employees

Ignite One

6:00 PM - 6:15 PM Analytics in Shared Services

During these quick-fire, 15 minute Ignite sessions, attendees OBTAIN ONLY the pertinent information they need! We get straight to the point and bring you best practices, toolkits and product demonstrations to kick start your efforts. This Ignite focuses on how analytics enables SSOs to move beyond operational efficiency and cost savings to drive more impact to the wider business. .. T.


Ignite Two

6:15 PM - 6:30 PM The 101 on Chatbots: What They Do, Why They Matter And How They Will Radically Improve the Customer Experience & Result in Considerable Savings to the Business

During these quick-fire, 15 minute Ignite sessions, attendees OBTAIN ONLY the pertinent information they need! We get straight to the point and bring you best practices, toolkits and product demonstrations to kick start your efforts. This Ignite focuses on how changing customer expectations are driving increased interest in chatbots. These self-service game changers are radically changing the world of customer support by stimulating human conversation. Join this Ignite session and learn how to integrate chatbots into your business strategies. .

Ignite Three

6:30 PM - 6:45 PM Applying Blockchains in Shared Services

As the possibilities of blockchain’s applications increase, the options for SSOs increase, too, making this a fast reality for our industry. This Ignite focuses on the ideal starting point for blockchain – payment processes. We will review the opportunities, required technology and regulation.

6:45 PM - 7:15 PM Cocktail Reception