MAIN CONFERENCE: DAY ONE

8:00 AM - 8:40 AM REGISTRATION & NETWORKING BREAKFAST

8:40 AM - 8:50 AM CHAIRMAN'S OPENING REMARKS

Brad DeMent, Partner, ScottMadden, Inc.

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Brad DeMent

Partner
ScottMadden, Inc.

Sponsored by: ScottMadden, Inc.

8:50 AM - 9:30 AM KEYNOTE ADDRESS: Staying Future Strong in a Crazy, Disruptive World

Bill Jensen, Mr. Simplicity,
The SSOW Autumn conference will indeed provide you with 4-days of valuable information on how to prepare and enhance your shared services operations. However, before we move
onto the sessions that will cover the nuts & bolts, best practices, metrics, and tools to enable you to achieve the above, let’s begin the conversation with YOU!
Are you prepared to be future strong, no matter what?....
Do you have the skills, courage, and clarity needed to be the hero of your own story?....

In this session, our Keynote speaker will address the below and much more:
  • Future of work’s impact on you and your team
  • How to maintain people-focus in your leadership and initiatives
  • How to rapidly develop oneself and others among all the disruptions

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Bill Jensen

Mr. Simplicity

9:30 AM - 10:10 AM The Foundational Imperatives of an Early Stage GBS Organization - What they Are and Why they Stay Relevant Throughout the Maturity Curve

William J. Packer, Head of Global Integrated Services, Mylan
GBS organizations typically build off of existing operations through consolidation or by establishing new shared service centers. Establishing and building the foundations of success may
take different paths in each approach, but the outcomes should yield the same results in the long run.

In this session, we will discuss:
  • How do you think about prioritizing which foundational capabilities to focus on and what approach to take to ensure you achieve both short-term and long-term objectives?
  • What do the different stages of development look like and what role does scale play as you move up the maturity curve?

William J. Packer

Head of Global Integrated Services
Mylan

10:50 AM - 11:50 AM MORNING NETWORKING BREAK & DEMO DRIVE

11:30 AM - 1:00 PM INTERACTIVE DISCUSSION GROUPS (IDGs)

During this part of the conference, delegates will be sorted into groups of 20 to take part in Interactive Discussions Groups (IDGs) around the below topics. Upon registering, attendees will choose their top two topics and will rotate between their choices in 40 minute intervals. Discussion groups are kept small to ensure all delegates get the opportunity to ask their most pressing questions, ensuring a more tailored experience.

During this part of the conference, delegates will be sorted into groups of 20 to take part in Interactive Discussions Groups (IDGs) around the below topics. Upon registering, attendees will choose their top two topics and will rotate between their choices in 40 minute intervals. Discussion groups are kept small to ensure all delegates get the opportunity to ask their most pressing questions, ensuring a more tailored experience.

* Choose from two (2) of the below IDGs when registering for the event.

11:30 AM - 1:00 PM MINDS AND MACHINES: The Evolution & Operationalization of Automation, Artificial Intelligence and Cognitive Science

  • Digital labor solutions to free up valuable resources
  • Incorporating advanced tech to attract the wave of new talent in the workforce

11:30 AM - 1:00 PM PLANNING & LAUNCHING PRECISION: The War for Millennial Talent

  • Becoming creative in order to compete with attractive add-on perks
  • Bolstering the lifestyle company benefits you can offer
  • Retention, recruitment, and succession planning

11:30 AM - 1:00 PM Transgenerational Thinking in Today’s Workforce – Motivating All Four Generations & Mapping Out Career Paths

Jerri-Lynn Misiak, Executive Director - HR Shared Services, Alberta Health Services
  • Tips for proper communication, feedback, and rewards, and balance designed for each generation on your teams
  • Identifying each generations values, beliefs and life experiences

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Jerri-Lynn Misiak

Executive Director - HR Shared Services
Alberta Health Services

11:30 AM - 1:00 PM Sitting on a Gold Mine: Leveraging Big Data to Create Business Intelligence and Optimize Spend

Vin Kumar, Chief Operating Officer, Brandify
  • Obtaining the most tangible benefits from your data to stay ahead of your competition
  • Recruiting data scientists to reap the benefits of your data

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Vin Kumar

Chief Operating Officer
Brandify

11:30 AM - 1:00 PM Designing a Customer Experience Vision in Shared Services

Charliene Raines, Director of Sponsored Programs Administrative Network, University of Arkansas for Medical Sciences
  • Driving outstanding customer experience through process excellence to add value
  • How to engage your customers to improve end-to-end performance

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Charliene Raines

Director of Sponsored Programs Administrative Network
University of Arkansas for Medical Sciences

11:30 AM - 1:00 PM Vaulting Over the Maturity Hurdles: Shared Services Acceleration

  • Incorporating advanced tech to drive efficiencies and increase agility
  • Unlocking the true potential of your organization by hastening your journey

Sponsored by: Promapp

11:30 AM - 1:00 PM The X Factor: Attracting, Grooming and Growing the Right Talent for Your Teams

  • Strategies to attract, develop and maintain your employees and keep them away from your competition
  • Launching role-rotations to positively impact the employee experience

11:30 AM - 1:00 PM The Importance of Global Process Owners in Global Business Service

Maximiliano Just, Director, Global Business Process Leadership GBS HR, The Coca-Cola Company
  • How organizations can help Global Process Owners create enterprisewide value
  • Implementing a governance landscape to improve overall global business service performance

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Maximiliano Just

Director, Global Business Process Leadership GBS HR
The Coca-Cola Company

1:00 AM - 2:00 AM NETWORKING LUNCH BREAK

2:00 AM - 2:00 AM MATURITY CURVE TRACKS BEGIN

2:00 AM - 2:40 AM PLANNING & LAUNCHING: CASE STUDY: How Tata Motors Group Set Up Global Delivery & Shared Services Capabilities

  • Setting up multiple centers with different models
  • Value addition through shared services
  • The impact of US visa restrictions on on-shoring, near-shoring, and offshoring

2:00 AM - 2:40 AM EVOLVING: Prove Your Worth: Get Buy-in to Take Your SSC to the Next Level of Value-Added Services

  • Determine the processes that have had the most successful transition with the fastest ROI
  • Develop a plan to become a strategic partner to the business
  • Consider areas for expansion: new regions, functions, processes, etc.

2:00 AM - 2:40 AM MATURING: The Global Process Owners Role in an Agile Finance Team

Loren Mahon, VP Finance Systems, CEO Office, Oracle
What’s the secret to Global Process Ownership success in the modern digital finance organization? Agile Finance Revealed, new research by the AICPA that unveils the new operating model for modern finance examines the traits of agile finance leaders and benchmarks their success in creating a dynamic new operating model that can support digital business models and new ways of working.

Better Information, unleashing the potential in big data analytics and artificial intelligence to generate the insights organizations need to develop innovative growth strategies. More Influence, using new skill sets in statistics, data analysis, data visualization, and business partnering to support rapid decision-making and performance management.

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Loren Mahon

VP Finance Systems, CEO Office
Oracle

2:00 AM - 2:40 AM PLANNING & LAUNCHING: Rolling out an Agile Shared Services Model to Accommodate Growth and Expansion

Marie-Josee Theoret, Vice President, Financial Shared Services Center, Loews Hotels
  • Creating a working model for emerging markets and how to accommodate personnel expansion
  • Assembling the right team with representation from the necessary departments to mitigate risk
  • Nuances to consider during market customization

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Marie-Josee Theoret

Vice President, Financial Shared Services Center
Loews Hotels

2:00 AM - 2:40 AM EVOLVING: Digitizing and Optimizing the Finance Function: Affecting Change with Loose Change

Bonnie Cowan, Director Finance Operations, Global Process Owner, BPO, Microsoft
  • The benefits of automating the back office by reducing the cost of running your business
  • Meeting the objectives of the outcome-based customer experience
  • Designing an long-term strategy to revolutionize business processes

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Bonnie Cowan

Director Finance Operations, Global Process Owner, BPO
Microsoft

2:00 AM - 2:40 AM MATURING: How to Build the Business Case for Intelligent Automation, Artificial Intelligence and Cognitive Technologies

  • How to secure the budget spend and who to get endorsement from when seeking out new tech
  • Demystifying available technologies and capabilities to detail the benefits and quick wins

3:20 AM - 4:00 AM AFTERNOON NETWORKING BREAK

4:00 AM - 4:00 AM MATURITY CURVE TRACKS BEGIN

4:00 AM - 4:40 AM PLANNING & LAUNCHING: Planning for Scalability & Designing a Continuous Process Improvement Culture for Your Shared Service Center

Yana Piralkova, Director, Global Business Services, Dell Technologies
  • Unifying all entities to build a scalable model for growth
  • Developing the right strategy around process re-engineering and change management

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Yana Piralkova

Director, Global Business Services
Dell Technologies

4:00 AM - 4:40 AM EVOLVING: REVISITING PROCESS EXCELLENCE FOR 2017: Design Thinking, Process Mapping and Digitization

  • How to use the GPO model to provide end-to-end services and continuously improve
  • Driving process excellence globally
  • The Importance of Process Excellence and Grasping Global Standardization

4:00 AM - 4:40 AM MATURING: MOVING UP THE VALUE CHAIN: Understanding & Selecting the Right Descriptive, Predictive and Prescriptive Analytics

Christopher Carter, Vice President, Finance Shared Services, RBC
  • Moving past business reports and metrics toward actionable predictions
  • How the technology works and how much value it can add
  • Potential organizational challenges and tips to overcome them

Christopher Carter

Vice President, Finance Shared Services
RBC

4:00 AM - 4:40 AM PLANNING & LAUNCHING: Organization Change Management & Workforce Transformation: Supporting Processes, Culture, Talent and Structure with Your Business Mission Statement

Chris Piazza, SVP, Enterprise Financial Services , Warner Bros. Entertainment Group of Companies
  • How to design change management initiatives
  • What tech is available to manage enterprise-wide transformation

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Chris Piazza

SVP, Enterprise Financial Services
Warner Bros. Entertainment Group of Companies

4:00 AM - 4:40 AM EVOLVING: Upsurge User Adoption & Enhance Your Implementation Strategy with Powerful Change Management Practices

  • Defining, documenting, implementing and maintaining the change management process
  • Ensuring service delivery is grounded in efficient and effective change processes and supported by the right tools

4:00 AM - 4:40 AM MATURING: Digital Transformation and the Blockchain: Preparing for the Digital Future

  • Understanding the opportunities and challenges behind the distributed ledger tech
  • How the blockchain can potentially transform the finance industry
  • Implementing Rapid Digital Transformation to Add Immediate C-Suite Value

5:20 AM - 5:30 AM TRANSITION TO GENERAL SESSION FOR CLOSING KEYNOTE

5:30 AM - 6:10 AM Geopolitics & GBS: Re-Shoring, Regulation and the Economy

As the business world looks ahead, how geopolitical strategic scenarios are regarded will have a dramatic impact on investment initiatives in real time. Between Brexit in the EU, Duterte in the Philippines, unrest in the Netherlands and France, and a nation divided Stateside, global executives are scrambling to determine the implications that will stem from the current political climate today, tomorrow, and thereafter.

Attend this session to learn more about:
- Monitoring and managing risk in areas that are unforeseen today
- Thinking about innovation and how to invest – focusing on the actual value of your investments
- Moving beyond the transactional model and beyond the process – transforming the customer experience

6:10 AM - 6:10 AM CLOSE OF MAIN CONFERENCE DAY ONE – SEE YOU TOMORROW!

6:15 AM - 6:45 AM NETWORKING COCKTAIL RECEPTION