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June 27 - 29, 2018
Hilton Southlake Town Square, Dallas, TX

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Shared Services F&A 2018 Brochure

Our 2018 Program is now more interactive than ever! In addition to deep dive workshops, we are premiering a series of hour-long, hands-on clinics to help you optimize your 3rd-party provider relationships, master data management, and integrate Smart Technology into your ...

Featured Download

Centralize & Expand for Shared Services Excellence

Are you utilizing all the tools at your disposal to harvest maximum value from your shared services financial operations? We asked summit speaker Jason Scheidler, Senior Director, Record to Report Services at Ascension Health, to clue us into the tools and tricks he uses to make his company rise ...

Are you taking advantage of these five influential “service” drivers?

This is the Shared Services Creed: I believe our current Shared Services strategy will deliver a dramatic and recognized value to the organization beyond cost savings. This belief system separates the more advanced models from the traditional ones. Nearly 3/4 of respondents to SSON's 2016 ...

2017 Attendee Snapshot

The Shared Services for Finance & Accounting Summit is bringing together industry experts for three-days of thought-provoking sessions led by our distinguished speaker faculty. Take a look at who attended last year's summit, including executives from Canon, Harland Clarke, Johnson and Johnson, S ...

2018 Registration Form

Download the form, select your package and register for the event!

Convince Your Boss Letter

Present your boss with this customizable letter detailing the reasons why you should attend the upcoming Shared Services for Finance & Accounting event and you'll be sure to receive approval to attend.

A Brief Overview & History of Shared Services

Last year's chairman and this year's speaker, Brad DeMent, Partner at ScottMadden, kicked off the Summit with an overview of the shared services industry. Starting at 1996, Brad discussed the history of shared services and what our future looks like including the importance of ro ...

Change Management Initiatives to Improve Your FSSO's Deliverables

Andrew Ernst, Vice President, Finance & Shared Services at Border Energy, gave a comprehensive perspective of change management; including the ability to recognize the need for change in the workplace, change management principles, m ...

McKesson's Strategy for FSSO Program Management

In this presentation, Hillari Shearin, Director - Program & Change Management at McKesson, discusses the vision of their program management initiatives which included providing leadership and oversight for strategic decisions and establishing best practices to be applied cons ...

MasterCard's Journey to Value Creation

The journey to value creation was a comprehensive one for MasterCard. Jordane Elmassian, Senior Business Leader, Operations Support at MasterCard and Tim Westendorf, SVP, Group Head Financial Systems & Shared Services Strategy at MasterCard discuss creating a foundation for the future, enable optimi ...

SSON's State of the Industry Report 2017

The annual report from SSON is the most anticipated article in the shared services industry each year, addressing the current industry landscape, the future of shared services, and everything in between. The report survey's the largest pool of shared services executives from around the globe to g ...

The Process Improvement EBook

With enabling technology transforming the shared services landscape, this is the moment to optimize core finance and shared services activities by focusing on critical areas of improvement. This Ebook includes perspectives form five speakers from top industry companies, focusing on RPA, master data ...

5 Ways to Leverage RPA, Regardless of the Size of Your Organization

Historically, RPA has experienced somewhat of a mixed reception by employees who fear of being replaced and senior leadership who often dismiss it as relevant only to organizations that deal with high transactional volumes and big budgets. Despite these views, the demand for RPA tools is growing qui ...

Quick Guide: Top 5 Sessions at Shared Services F&A

At a time where optimizing your finance team is a crucial step towards growth, it is important to know what actions your organization should take to work smarter, scale faster, and create greater value for your organization. View this guide for the 17th Shared Services F&A and learn about the ...

Customer Experience Solution: Automation

As organizations seek new routes to efficiency by staying productive, while adhering to governance and quality standards, they hope to increase their speed-to-market and turn-around times. In cases where processes are vast and recurring, doing things manually is no longer an option. One of the wa ...

Current Attendee Snapshot

Featured is a list of attendees who have already signed up to attend the 18th Shared Services for Finance & Accounting Summit. Don’t miss your opportunity to meet face-to-face with these decision makers.

2018 Current Attendee Snapshot

Take a look at who you can expect to connect with at the18th Shared Services for Finance & Accounting this June!

Sponsorship enquiry

Sponsorship Current Attendee Snapshot

Take a peek at who you can expect to network with on-site based on our Attendee Snapshot.Alternatively, feel free to send your request to Jeff.Latimer@iqpc.com to receive your copy via email.

18th Annual Shared Services for Finance & Accounting Sponsorship Prospectus

For more information regarding the summit, please take a look at the sponsorship prospectus! If you would like to have a copy sent to you directly, please email Jeff.Latimer@iqpc.com.

Scott Madden Management Consultants

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Additional Content Download

Industry Perspectives: Insights into Shared Services in Finance & Accounting

Contained in these pages are a handful of our expert speakers who will join us at the upcoming Conference. They told us what their shared services model looks like today, where they see shared services going in five years. 

Analytics, Extensive Financial Benchmarks, Metrics and Revenue Forecasts to 2021

This report, authored by Plunkett Research, has created industry information thanks to its access to hundreds of industry tables, from its personal, public and private company databases, among other things. The following types of data will be found in this report:Revenues; current, historical and projectedRevenues; CAGR (compound annual growth rate)Employee...

Post-Implementation Monitoring & Analysis of Systems

John Mauti, VP Chief Controller & Accounting Officer at Ontario Power Generation, shares his pre-go live activities for the company's major systems initiative as well as his post-implementation, which included:continuous supervision, monitoring and trainingmanaging inefficiencies, bugs and deficienciesprioritization of post-implementation enhancements

Best Practices for M&A Finance Integration: Focus on 'Day One,' But Focus on the Future

Halliburton's Senior Director of Finance, Bryce Tawney, discusses what you may not see in your diligence and integration playbooks, prioritizing the deliverables needed for day one, developing the high-level work plan, and lastly, key messages for managing a long-term integration. 

The Six Best Practices for Shared Services Center Implementation

Brad DeMent, Partner at ScottMadden, has a few keys to his success: First, prove yourself to the business units and gain their trust. Secondly, make sure your Shared Services Center avoids stagnation due to fear of failure.

Finance Transformation Business Casing: How to Survive a CFO Review

Mike Arkless and Brian Chan, share their ideal framework for Project & Program Management in conjunction with Change Management in this presentation from last year's event. Here's a hint: It starts with ideation and cumulates at the Post Investment Review.

Hire, Retain and Grow Top Talent for Your New Shared Service Center

Karen Durkin, PCC, Director - Administration, Finance Shared Service Center at MGM Resorts International explains why talent management is so critical: Because research says that leadership matters. In this past presentation, she provides an outline of competency integration between talent acquisition, development and performance management.

How Coca-Cola Survives Change, Reduces Costs, Adds Value and Satisfies Their Customers

It is critical to keep adding value to your shared service center, but maximizing efficiency and adding value is easier said than done. Coca-Cola has refined the process. We interviewed Karen Dobson, Director of Financial Support Services at Coca-Cola Enterprises, to get advice on surviving change, reducing costs, adding value...

McKesson Financial Center Enabling Technologies

Senior Vice President David Evangelista and Kala Patel, Vice President of Shared Service Effectiveness at McKesson Financial Center, discuss the center's vision to deliver financial shared services for a competitive advantage in this past presentation. A few ways of doing so is by leveraging financial acumen, process expertise and technology...

PepsiCo's Shared Services Journey

Lisa Miller, Vice President of Global Financial Shared Services at PepsiCo discusses the maturing shared services through the use of metrics, benchmarks and continuous improvement.

Promapp - The Secret to Unleashing an Unstoppable Improvement Culture

Promapp is a participating sponsor of the 17th Shared Serviced for Finance & Accounting. Check out their whitepaper, then come see them at the event in June!

Allianz Takes an Ecosystem Approach to Intelligent Automation

The diversity of customers now trialing and adopting Intelligent Automation exposes the complexity and challenges of doing it right—from small pilots and discrete sub-process deployments to, increasingly,major transformation programs claiming RPA at the core. Take a look at this interview with global insurer Allianz to see how they went about implementing RPA.

10 Ways Manual Tasks are Costing your Business

Learn how to deploy Robotic Process Automation (RPA) for routine, repetitive activities to save time and money.

Robotizing Your Financial Close Process: Industry Survey Results

SSON and BlackLine conducted a survey of global finance and accounting leaders to gain a better understanding of robotics automation and the dramatic impact it can have on technology, process, and people. The survey results provide an understanding of the strategies and approaches to automation adoption in the financial close...

2018 State of Finance & Accounting Shared Services in the US

This visual analytics report on F&A shared services centres in the United States gives you a snapshot of the current state of things in 2018 as well as explore the prevailing challenges.

Tech Trends 2018: The Symphonic Enterprise

The theme of this year’s Tech Trends report is the symphonic enterprise, an idea that describes strategy, technology, and operations working together, in harmony, across domains and boundaries. This is the ninth edition  of Tech  Trends, and in a way, it represents the culmination of our dogged efforts to examine...

Rise of the Humans 2

This paper continues our exploration from our original Rise of the Humans. Part 1 we focus on the issues arising from Intelligent Automation in the workplace and its impact on shaping the workforce of the future. Part 2 explores in more detail what is involved in workforce shaping and is...