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Shared Services Week
The Comprehensive Resource for SSOs and SS Professionals
March 30 - April 3, 2008 · Omni Orlando Resort, Orlando, FL


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Agenda at a Glance

Sunday, March 30, 2008
1:00-6:00 Choose Master-Class A, B or C
1:00-6:00
Master-Class A:
START-UP SS 101-The Fundamentals of Designing, Building and Implementing a Shared Service Operation
SCOTTMADDEN, INC. and TPI
Master-Class B:
INTERMEDIATE Positioning Your SSO for the Future - Getting Past the Growing Pains: Conquering Common Obstacles as you Start and Expand your SSO
DATASERV LLC
Master-Class C:
ADVANCED Getting Past the Basics – Continuing to Add Value Beyond Cost Savings
TPI
Monday, March 31, 2008
8:00-11:00 Choose Workshop D, E, or F
8:00-11:00
Workshop D:
Best Practice in Structuring and Implementing a Multi-Supplier Sourcing Strategy
MAYER BROWN LLP
Workshop E:
Creating World Class Procure-to-Pay Capabilities by Leveraging Next Generation Technology Enablers in both an Onshore or Offshore Environment to Deliver Superior Results
BIZAPS
Workshop F:
The Top 5 Benchmarking Techniques that Prove Your Value
DELOITTE CONSULTING LLP
11:15-2:15 Choose Site Tour/Workshops G, H or I
11:15-2:15
Site Tour G:
SITE TOUR
The Walt Disney Company
Workshop H:
Best Practices for Designing and Implementing Performance Measurements
BAE SYSTEMS and INTRAWEST SHARED SERVICE CENTER
Workshop I:
S201 – Taking A Shared Services Organization to Higher Levels of Performance and Economic Contribution
SCOTTMADDEN, INC.
2:30-5:30 Choose Workshops J, K or L
2:30-5:30
Workshop J:
Global Sourcing: Getting it Right
PRICEWATERHOUSECOOPERS, LLP
Site Tour K:
SITE TOUR
Lockheed Martin Financial Shared Services
Workshop L:
A Step-by-Step Guide to Manage Your SSO Like a “Third Party” Service Provider
CORPORATE RENAISSANCE GROUP
5:45-8:45 Dinner Workshops – Choose M or N
5:45-8:45
Workshop M:
Detractors v. Contributors: Evaluating Your Process for Efficiency and Outcome Fulfillment. VALUE STREAM MAPPING: An Interaction Session on How to Determine the Value in Your Process
SHRINERS HOSPITALS FOR CHILDREN
Workshop N:
Optimizing Compliance: Technology in Action
TRINTECH
Workshop O:
Fostering Innovation to Drive your Shared Services to Excellence
PARSON CONSULTING
Tuesday, April 1, 2008
08:00 Chairperson’s Opening Remarks
08:15 Opening Keynote - THE C Level Perspective: Why I Support Shared Services and What the Future Might Hold
Filippo Passerini
CIO
PROCTER & GAMBLE WINNER. 2006 Shared Services Excellence Awards. Leader of the Year Pat Blake
Partner
TPI
09:10 Keynote - Shared Services Strategic Plans: The Mechanism to Drive Change, Performance Improvement and Growth in Your Shared Services Organization
John Bauer
Vice President of Shared Services, Global Business Service, Inc.
WARNER BROTHERS ENTERTAINMENT GROUP
Samuel T. Poston
Senior Vice President, SCOTTMADDEN
INC.
10:00 - 10:45 Networking Break
Tuesday, April 1, 2008 A: PLANNING AND LAUNCHING YOUR SSO B: GLOBALIZED AND MULTI-FUNCTIONAL SSOS C: MEASUREMENT AND PROCESS EXCELLENCE D: TALENT MANAGEMENT E: BLUE SKY INNOVATION ROOM
10:45- 11:30 Our First Five Years – Lessons Learned
Craig Ackerman
Vice President
HMSHOST NATIONAL PROCESSING CENTER Julie Jenkins
Director, Contract Accounting
HMSHOST NATIONAL PROCESSING CENTER
The Implementation of Global Shared Services Coupled With ERP Systems
Thad Karbowsky
Global Controller Shared Services, PMO Lead, ERP Implementation
SUN CHEMICAL
Carrie Proffit
Operations Manager
SUN CHEMICAL
Leveraging the Balanced Scorecard for Strategic Planning
Mr. Richard E. Arbuthnot
Executive Director
NASA SHARED SERVICES CENTER
9 Rules of Engagement for Creating an Excellent Team Using Behavioral Conveyance
Dan Foley
Head of Finance & Accounting Shared Services
MARKS & SPENCER - FINANCE & ACCOUNTING SHARED SERVICES
ROUNDTABLE DOUBLE SESSION: Moving Beyond the Need for Governance
John Comisky
Vice President
VERIZON SERVICES OPERATIONS Moderated by:
Dr Leland I. Forst
CEO and Managing Director
Holly Newsom Bush
Senior Director Thomas Clinton
Senior Director THE AMHERST GROUP LIMITED
11:35- 12:25 Thought Leadership: Planning Your Next Steps A Journey From Shared Services To Next Generation BPO
INTERNATIONAL PAPER and CAPGEMINI
Incorporating Knowledge Based Shared Services
Alice Barnett
Manager, Services Model Implementation
CONOCOPHILLIPS
A Pragmatic Approach to Linking End-to- End Processes Through SLA’s
Srinath Samaranayke
Manager-Quality Systems and Process Improvement
DIALOG TELEKOM PLC
“You are Only as Good as Those You Are Surrounded By”
Dan Melchior
Vice President
SOUTHERN WINES & SPIRITS
And Author of Shared Services: A Manager’s Journey ”
10:45 Session continues
12:25-1:40 General Luncheon Sponsored by
itd hungary
Private Luncheon Sponsored by
International Business Wales
1:40 Keynote Presentation: Creating Enterprise Business Value
Tiger Tyagarajan
Executive Vice President
GENPACT
2:30 Keynote Presentation: Making Innovation Happen
Dr. Ram Charan
3:20 Afternoon Networking Break and Book Signing with Dr.Ram Charan Leaders at all Levels
4:05- 4:50 Leveraging Communication - At All Levels
Cheryl Wilson
Shared Services Manager, TIC HOLDINGS
INC; Michele
Serine
Shared Services Manager
TIC HOLDINGS INC
Achieving Harmony in Global Accounts Payable Shared Services
Rajan Mehndiratta
Controller, Global Accounts Payable
INTEL CORPORATION
Introducing Rajan is Jim Arnold, President, APEX ANALYTIX
<Integrating Lean Six Sigma into your Shared Services
Jerry Calvert
Group Vice President
SUNTRUST BANK
Building Team Trust Through Effective Leadership and Morale Programs
Dave Griebl
VP Shared Services
MONSTER WORLDWIDE
WINNER. 2007 Shared Services Excellence’ Awards Best Use of Technology
ROUNDTABLE DOUBLE SESSION: Innovation in Shared Services Compensation and Career Development
David Aiken
CFO
SIEMENS
4:55- 5:40 Managing Culture Change and Paradigm Shift
Patricia Campbell
Director Corporate Benefits
HEALTH NET
How A Shared Services Model Adds Value Beyond Transaction Processing
Tonya Patton
Senior Director & GPO Real Estate Processes
GAP INC.
Conducting Business Process Engineering for Quality Assurance
Shahid M. Chughtai
Head of Corporate Quality Assurance
WARID TELECOM (Pakistan and International Operations)
The Future of Staff Development – Identifying your Next Leaders
Marci Goldshlack
Director of Corporate Training
PHILADELPHIA WORKFORCE DEVELOPMENT CORPORATION
4:05 Session continues
5:40-7:00 Cocktail Reception
7:00-9:00 2008 Shared Service Excellence Awards Dinner & Ceremony
Wednesday, April 2, 2008
08:00 Chairperson’s Opening Remarks
08:15 Enabling A Delivery Oriented Business – Driving Productivity in The Think Factory
Susan D. Conway
Senior Strategist
MICROSOFT
Author Think Factory – Managing Today’s Most Precious Resource, People! and Unlocking Knowledge Assets
09:10 From Cost to Collaboration: How and Why Leading Companies are Becoming Global Orchestrators
Charles Aird
Managing Director, PRICEWATERHOUSECOOPERS
LLP
10:15 Networking Break
Tuesday, April 1, 2008 A: PLANNING AND LAUNCHING YOUR SSO B: GLOBALIZED AND MULTI-FUNCTIONAL SSOS C: MEASUREMENT AND PROCESS EXCELLENCE D: TALENT MANAGEMENT E: BLUE SKY INNOVATION ROOM
10:45- 11:30 Outsource or Insource – You Can Do Both
Donna Hastings Managing Director
Organizational Development
SERVICE CORPORATION INTERNATIONAL
PANEL SESSION: Next-Generation Financial Compliance Management
Moderator:
Therese Tucker
CEO
BLACKLINE SYSTEMS
Panelists Include:
Tammie Coley
Director of Accounting
COX COMMUNICATIONS
Transforming Accounts Payable from Cost Center to Business-Value Generator
Steve Hodgson
Head of Shared Services
HM PRISON SERVICE (HMPS) SHARED SERVICE CENTRE
Creating a Winning Culture for your SSO
Secret Holland
HR Service Center Manager
SOUTHERN COMPANY
ROUNDTABLE DOUBLE SESSION Moving Beyond Scale to Shared Services’ Full Potential
Presented by:
Phil Searle
Formerly Group VP and CFO
CENDANT TDS INTERNATIONAL Moderated by:
Dr. Leland I. Forst
CEO and Managing Director
Holly Newsom Bush
Senior Director Thomas Clinton
Senior Director THE AMHERST GROUP LIMITED
11:35 – 12:25 Differences Between Managing Knowledge Based Versus Transactional Processes
Blair Clemes
Director, North American Business Services
HOLCIM (US)/ ST LAWRENCE CEMENT
Smart Sourcing: The Strategic Leadership Imperative
Andrew Kakabadse
Professor of International Management Development, CRANFIELD SCHOOL OF MANAGEMENT
CRANFIELD UNIVERSITY
AUTHOR, Smart Sourcing – International Best Practice
PANEL SESSION: Continuous Improvement Approaches for Financial Governance
Moderator:
Heather Lynds
Director of Product Marketing, ASSURENET GL
TRINTECH INC. Panelists Include:
Mary Ferry
Director Financial Accounting, Financial Service Center
CONAGRA
Dave Griebl
VP Shared Services
MONSTER WORLDWIDE
Creating Customer Value in a Non- Mandated Environment
Kelvin McLaurin
Vice President, North America Shared Services
MCDONALD'S CORPORATION
10.45 Session continues
12:25-1:40 General Luncheon Sponsored by
tampa bay
Private Luncheon Sponsored by
bottomline-tech
1:40 Keynote Presentation: The Portfolio Strategy for Optimizing Global Shared Services – STUDY RESULTS
Mark Klender
Principal
DELOITTE CONSULTING LLP
2:30 PANEL SESSION: 2008 Shared Service Excellence Award Winners Panel
Moderated by Connolly Consulting
3:20-4:05 Networking Break
4:05- 4:50 Next Steps for Shared Services to Deliver Increasing Value
Ira Fialkow
Vice President, Shared Services
CEMEX USA (formerly Rinker Shared Services)
PANEL SESSION: Increasing your Service Offerings to Become a Strategic Partner
Moderated by:
Bill Frech
Partner
TPI
Panelists:
To be announced
Auditing Corporate Cards and T&E - Use of Continuous Transaction Monitoring To Ensure Consistent Policy Enforcement and Reduce Risk
Debbie Ekhomu
North America Shared Services Senior Director, Real Estate Accounting
McDONALD’S CORPORATION
Patrick Taylor
CEO
OVERSIGHT SYSTEMS
Optimizing Your Customer Relationships Through SLAs
Kevin Church
National Director of Shared Services and Outsourcing Advisory
PARSON CONSULTING
ROUNDTABLE DOUBLE SESSION Moving to New Solution Sets
Presented by:
Michael Frankel
Vice President Finance Operations
DEUTSCHE POSTWORLD NET
Moderated by:
Dr. Leland I. Forst
CEO and Managing Director
Holly Newsom Bush
Senior Director Thomas Clinton
Senior Director THE AMHERST GROUP LIMITED
4:55- 5:40 HR Shared Services – Human Capital Management: How to Become Strategic Business Partners
Linda Merritt
HR Director
AT&T (retired as of 11/07)
Case Study – Transitioning to Outsourcing
Ron Gillette
Senior Managing Director
ACS FINANCE AND ACCOUNTING
Jerry Shirk
VP and Controller GEORGIA-PACIFIC
Incorporating Shared Services into End to End Process Management
Maro Imirzian
Controller
WEYERHAEUSER COMPANY
Developing, Measuring and Continuously Improving SLAs
Marc Bloom
Associate Director for White Oak Campus Operations and Logistics Office of Real Property Services Office of Shared Services FOOD AND DRUG ADMINISTRATION Glenda Barfell
Director, Office of Acquisitions and Grants Services Office of Shared Services
FOOD AND DRUG ADMINISTRATION
4:05 session continues
Wednesday, April 2, 2008
5:50-7:50 Choose Workshop P or Q
5:50-7:50
Workshop P:
Building the Business Case for Shared Services – What’s in, What’s Out and How to Decide
COMPUTER SCIENCES CORPORATION
Workshop Q:
Best Practices for Designing and Implementing Invoice &/Or Order Automation
BRAINWARE, INC.
Thursday, April 3, 2008
8:30-2:15 Choose Workshop R, S or T
8:30-2:15
8:30-2:00 Site Tour R:
EXTENDED SITE TOUR - Coca-Cola Enterprises North American Shared Services Center (CCE SSC)
Bill Johnson, Director, COCA-COLA ENTERPRISES North American Shared Services
8:00 - 11:00 Workshop S:
Developing and Implementing Governance Models for Multifunctional SSO’s
TPI
11:15-2:15 Workshop T:
SLA Bootcamp: A “How to” for Designing, Implementing and Developing Service Level Agreements
BAE SYSTEMS ANALYTICAL SOLUTIONS DIVISION
 

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