June 25-27, 2018
Dallas, TX

Media Center

Shared Services F&A 2018 Brochure

Take a look at our draft agenda while we finish up this year's.. just a glimpse of what type of sessions and experiences you will have!

Exclusive Content

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 above the rest.

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 quickly and is applicable and available for everyone. Here are five considerations for harnessing the benefits of RPA regardless if you’re leading a team of two or two hundred

Customer Experience Solution: Automation

<p>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 ways to achieve efficiency, especially at scale, is through Automation. The following whitepaper addresses how RPA makes for smoother digital interactions and happier customers.</p>

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

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.

Fast Track Your Attendance

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.

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

<p>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&amp;A and learn about the top sessions to help you make the right choices for your organization.</p>

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!

Shared Services F&A Workshop Day

<p>Interested in gaining more insight at the Shared Services F&amp;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.</p>

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

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

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

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.

Sponsorship Information

17th 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 amnah.munir@iqpc.com

Sponsorship 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 Terence.Wu@iqpc.com to receive your copy via email.

Exclusive Content

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

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

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. 

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.

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

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.


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.

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.


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 projected
  • Revenues; CAGR (compound annual growth rate)
  • Employee count; current and historical Leading companies; profiles, financial results, and operating ratios for up to 10 top corporations per industry, and more ....

Promapp - The Secret to Unleashing an Unstoppable Improvement Culture

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