JUNE 26 - 28, 2019
Hilton Dallas/ Southlake Town Square

Main Conference Day One | Thursday, June 27, 2019

Start of Main Conference Day One

8:00 am - 8:30 am REGISTRATION & NETWORKING BREAKFAST

8:30 am - 8:50 am CHAIRPERSON’S OPENING REMARKS

8:50 am - 9:00 am “GUESS WHO” MORNING MIXER!

9:00 am - 9:45 am A VIEW FROM THE TOP -- THE VALUE PROPOSITION OF SHARED AND GLOBAL BUSINESS SERVICES

Candace Palmarozzi - Vice President Corporate Controller & Chief Accounting Officer, Borden Diary
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Candace Palmarozzi

Vice President Corporate Controller & Chief Accounting Officer
Borden Diary

9:45 am - 10:45 am HOW TO OVERCOME MASTER DATA MANAGEMENT BUY-IN OBSTACLES

10:45 am - 11:45 am MORNING NETWORKING BREAK & DEMO DRIVE

TRACKED SESSIONS BEGIN

TRACK A: PLANNING & LAUNCHING

11:45 am - 12:15 pm STRATEGIES AND TOOLS TO DEVELOP A FSS MODEL
Angela Schuchart - Director Finance, SS, U.S. Venture, Inc.
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Angela Schuchart

Director Finance, SS
U.S. Venture, Inc.

TRACK A: PLANNING & LAUNCHING

12:15 pm - 12:45 pm ALL ABOARD -- HOW TO ENGAGE STAKEHOLDERS, BUILD TRUST AND COMMUNICATE THE VALUE OF YOUR SHARED SERVICES INITIATIVE
Dan Davidson - Vice President of Global Finance Shared Services, Equifax
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Dan Davidson

Vice President of Global Finance Shared Services
Equifax

TRACK B: TAKING YOUR MATURE FSSO TO THE NEXT STAGE IN ITS EVOLUTION

11:45 am - 12:15 pm MOVING UP THE SHARED SERVICES VALUE CHAIN — DESIGNING A FRAMEWORK FOR ASSESSING AND IMPROVING YOUR FSSO
Cindy Pauls - Director of Shared Services, Borden Dairy Company
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Cindy Pauls

Director of Shared Services
Borden Dairy Company

TRACK B: TAKING YOUR MATURE FSSO TO THE NEXT STAGE IN ITS EVOLUTION

12:15 pm - 12:45 pm HOW TO DESIGN A PROJECT MANAGEMENT STRATEGY FOR YOUR EXPANDING FSSO
Kathleen (Kathi) Boczar - AVP, Process Transformation – Global Finance Operations, CHUBB
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Kathleen (Kathi) Boczar

AVP, Process Transformation – Global Finance Operations
CHUBB

12:45 pm - 1:45 pm NETWORKING LUNCH

TRACK A: PLANNING & LAUNCHING

1:45 pm - 2:15 pm THE ULTIMATE CHANGE MANAGEMENT GUIDE TO IMPROVE DELIVERABLES AND ENSURE LONG-TERM SUCCESS
Ravinder Dhugee - Director, Finance Shared Services, Westlake Chemical
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Ravinder Dhugee

Director, Finance Shared Services
Westlake Chemical

TRACK A: PLANNING & LAUNCHING

2:15 pm - 3:15 pm BLOCKCHAIN FOR PAYMENT CLEARANCE, PAYMENT CONTRACT AND PROCURE TO PAY
Binu Surendranath - Global Process Owner - Finance Payout, Microsoft
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Binu Surendranath

Global Process Owner - Finance Payout
Microsoft

TRACK B: TAKING YOUR MATURE FSSO TO THE NEXT STAGE IN ITS EVOLUTION

1:45 pm - 2:15 pm INSTITUTING A CONTINUOUS IMPROVEMENT CULTURE IN YOUR FSSO TO ENSURE GROWTH AND SUSTAINABILITY
Simon Lin - Senior Director Shared Services, Goodman Manufacturing, Co., L.P. A member of DAIKIN Group
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Simon Lin

Senior Director Shared Services
Goodman Manufacturing, Co., L.P. A member of DAIKIN Group

TRACK B: TAKING YOUR MATURE FSSO TO THE NEXT STAGE IN ITS EVOLUTION

2:15 pm - 3:15 pm KEY COMPONENTS TO DEVELOPING A WINNING BUSINESS CASE FOR YOUR SHARED SERVICES CONTINUED GROWTH AND SUCCESS

3:15 pm - 3:45 pm AFTERNOON NETWORKING BREAK

INTERACTIVE DISCUSSION GROUP (IDGS)

IDG 1

3:45 pm - 4:15 pm DISSECTING THE FINANCE PROCESS: WHAT FITS, WHAT DOES NOT, WHAT TO AUTOMATE AND WHERE TO ADD VALUE

IDG 1

4:15 pm - 4:45 pm DISSECTING THE FINANCE PROCESS: WHAT FITS, WHAT DOES NOT, WHAT TO AUTOMATE AND WHERE TO ADD VALUE

IDG 2

3:45 pm - 4:15 pm WHAT I WISH I KNEW BEFORE AN RPA IMPLEMENTATION


IDG 2

4:15 pm - 4:45 pm WHAT I WISH I KNEW BEFORE AN RPA IMPLEMENTATION


IDG 3

3:45 pm - 4:15 pm MEASURING FOR SUCCESS: DEMONSTRATING ROI THROUGH METRICS

IDG 3

4:15 pm - 4:45 pm MEASURING FOR SUCCESS: DEMONSTRATING ROI THROUGH METRICS

IDG 4

3:45 pm - 4:15 pm BEST PRACTICES WHEN ROLLING OUT A RPA SOLUTION
Daneen Storc - Director, PMM, ABBYY


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Daneen Storc

Director, PMM
ABBYY

IDG 4

4:15 pm - 4:45 pm BEST PRACTICES WHEN ROLLING OUT A RPA SOLUTION
Daneen Storc - Director, PMM, ABBYY


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Daneen Storc

Director, PMM
ABBYY

IDG 5

3:45 pm - 4:15 pm VENDOR SELECTION -HOW TO BETTER EVALUATE VENDORS
Kathleen (Kathi) Boczar - AVP, Process Transformation – Global Finance Operations, CHUBB
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Kathleen (Kathi) Boczar

AVP, Process Transformation – Global Finance Operations
CHUBB

IDG 5

4:15 pm - 4:45 pm VENDOR SELECTION -HOW TO BETTER EVALUATE VENDORS
Kathleen (Kathi) Boczar - AVP, Process Transformation – Global Finance Operations, CHUBB
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Kathleen (Kathi) Boczar

AVP, Process Transformation – Global Finance Operations
CHUBB

4:45 pm - 5:30 pm APPLYING DESIGN THINKING TO REIMAGINE AND BUILD F&A SHARED SERVICES POSSIBILITIES

5:30PM - EVERYTHING'S BIGGER IN TEXAS WELCOME RECEPTION