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2015 Industry Perspectives: Insights into Shared Services in Finance & Accounting

2015 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. 

Post-Implementation Monitoring & Analysis of Systems

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 training
  • managing inefficiencies, bugs and deficiencies
  • prioritization of post-implementation enhancements
Best Practices for M&A Finance Integration: Focus on 'Day One,' But Focus on the Future

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. 

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

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 State of the Industry survey agree with this statement. Also encouraging is the fact that when asked what the term digital disruption evokes, the vast majority of respondents chose the word "opportunity" over "risk."

2017 Attendee Snapshot

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, Sysco, UL and more.
16th Annual Shared Services for Finance & Accounting Summit - Current Attendee Snapshot

16th Annual Shared Services for Finance & Accounting Summit - Current Attendee Snapshot

Please complete the form below to view your copy of the current attendee snapshot. Alternatively, feel free to send your request to Terence.Wu@iqpc.com.

The Six Best Practices for Shared Services Center Implementation

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

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.

Who Attended 2016 Summit?

Who Attended 2016 Summit?

We hope you will join us at the 18th Annual Shared Services for Finance & Accounting Summit  for an event designed to help you achieve your strategic goals for 2018 and beyond. Take a look at the list of executives who attended the event in the past, then register to join us this year!

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

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

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 and satisfying customers.

McKesson Financial Center Enabling Technologies

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 to provide value-added financial shared services, and more.

PepsiCo's Shared Services Journey

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.

A Brief Overview & History of Shared Services

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 robotic process automation, regional integrated centers and thinking about more than just headcount.

Change Management Initiatives to Improve Your FSSO's Deliverables

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, managing staff  through implemention while keeping them happy and engaged.

McKesson's Strategy for FSSO Program Management

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 consistently across all efforts. Factors within this major initaitive included organizational structure options, the evolution process, metrics for measuring performance and more.

MasterCard's Journey to Value Creation

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 optimization of finance resources, improve the quality, consistency and efficiency of finance and accounting services and much more.
SSON's State of the Industry Report 2017

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 gain real insights and provides the most valuable analysis of the industry.

Download the report and view all of the information about shared services in 2017 and see how your organization sizes up.

The Process Improvement EBook

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 management and 3rd party provide relationships.
Quick Guide: Top 5 Sessions at Shared Services F&A

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 top sessions to help you make the right choices for your organization.

Shared Services F&A Workshop Day

Shared Services F&A Workshop Day

Interested in gaining more insight at the Shared Services F&A? Take a look at our four pre-conference workshops led by leading industry executives from ScottMadden, Canon U.S.A., Inc, Commercial Metals Co. and more. Join us to find out how the experts do it and learn key strategies you can take back to your own FSSO.

Allianz Takes an Ecosystem Approach to Intelligent Automation

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

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

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 process. Participating professionals shared their input on where the biggest barriers and best opportunities are to apply technology to enhance the accounting close cycle.