Conference Day One: Tuesday July 15th, 2008

8:00 Welcome And Opening Remarks From The Chair

8:15 KEYNOTE: Creating A Vision And A Strategy For Your Shared Services That Looks Beyond Cost Reduction

Shared services centers that have reached a reasonable level of maturity may be encountering diminishing returns on their cost reduction initiatives. In this session learn about an approach that TELUS has used to create a vision and a strategy for finance shared services that looks beyond cost reductions - adding value beyond transaction processing.

Ron New
VP Finance Operations
TELUS Communications

9:00 KEYNOTE: From Data To Insight – Why Shared Services Must Become A Partner To The Organization

• Seamlessly integrating your SSC into the business
• Successfully leveraging your SSC to drive the best business strategy
• Creating a winning culture of opportunity within your SSC

Brian Breen
SVP and Treasurer
Simmons Bedding Company

10:30 Identifying The Correct Business Processes To Include In A Financial Shared Services Center

• Cost & Time to implement vs. payback
• Communicating the plan/ buy-in - 'What's in it for me?'
• Achieving excellence by using process maps
• Managing the process for success - Choose the right metrics and integrating best practices

Bruce Berkey
Assistant VP of Financial Operations
Med Star Health

11:15 Roundtable Discussions

These popular peer to peer roundtable sessions are designed to provide an open forum to discuss challenges and potential solutions. They present an excellent opportunity to develop networking contacts that share many of the same challenges as you, and may have already found some of the solutions!

Roundtables are led by experienced practitioners from diverse organizations.

1. Transforming Accounts Payable from Cost Center to Business Driver

Jonica Preite
VP of Shared Services Center
UNICCO Service Co.

2. Evaluating Compensation Plans for F&A Professionals in a Shared Services environment

Bruce Berkey
VP of Finance
Educate Inc.

3. The Globalization of Financial Shared Services

Mike Ferrell
Group VP of Shared Services
Safeway

4. Best Practices for Measuring Success within your Financial Shared Services

Judith Craw
VP Revenue Processes
Marriott International

5. Recruiting and Creating Career Paths for Finance & Accounting Shared Services Professionals

Dan Parnell
VP of Shared Services
Boehringer Ingelheim

6. How can you leverage and improve your enterprise transaction management process to deliver greater operational efficiency, enhanced visibility to risk and improved compliance in your financial shared service environment

John Pfuhler
Director, Product Management
CheckFree, now part of Fiserv

1:00 Determining The Right Model And Evaluating Sourcing Options For Your Shared Services Organization

• Analyzing what to keep in-house and what to outsource
• Understanding what factors contribute to choosing the best model
• Implementing governance models for continual improvement

Judith Dobles
Finance Director
Eastman Kodak Co.

1:45 Quickly Getting To Root Causes: Navigating The Six Sigma Define, Measure, And Analyze Phases In Shared Services Financial Operations

• Recognize how to achieve clarity and speed in your improvement projects
• How to get the most out of the Define, Measure, Analyze phases
• Examine breakthrough thinking in six steps that will secure success in taking on the tough issues
• Hear real-life lessons learned and become aware of pitfalls to avoid

Cranston Darris
Director of Quality Lean Six Sigma Master Black Belt
Pitney Bowes Inc.

3:15 Developing And Implementing A Balanced Scorecard Within Financial Shared Services

• Evaluate the effectiveness of measurements
• Understand principles of basic performance dashboard design
• Leverage a balanced scorecard to drive ongoing improvement
• Integrate a balanced scorecard with existing shared services initiatives

Roger Lee
VP of Finance
Brown Shoe Co.

4:00 Taking Sarbanes Oxley Beyond Compliance To Exercise Continuous Improvement In Financial Shared Services

• Evolution of a Sarbanes-Oxley compliance program within an Enterprise Risk Management framework
• Streamlining and automating the compliance process
• Leveraging a shared service center to gain an advantage in compliance
• Strategies for integrating Sarbanes-Oxley into the business for maximum efficiency and effectiveness

John Wheeler
SVP, Financial Reporting Risk Management, SunTrust Banks
Inc.

4:45 CASE STUDY: Improving Price Yield By Incorporating Lean Six Sigma In A Transactional Environment

• Creating visibility and awareness of pricing deviations within your business
• Influencing key stakeholders to execute a long-tern strategy around price leakage
• Successfully sustaining the price gains by utilization of Six Sigma methodology, monitoring and control
• Leveraging Lean Six Sigma in transactional pricing processes

Rick Laino Director of Business Services, Industrial and Transportation Business 3M

Dale Ross Lean Six Sigma Master Black Belt, Industrial and Transportation Business Services 3M

5:30 Closing Remarks From The Chair And End Of Day One

[ Register Now] · [ Next: Conference Day Two: Wednesday July 16th, 2008 ]