June 25-27, 2018
The Highlands, Dallas, TX

Media Center

Shared Services F&A 2017 Brochure

Ahead of the event, check out the on-site agenda with all the final sessions and activities that you will experience at the... Read More

Fast Track Your Attendance

Current 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. Check out who's attending including executives from Canon, Harland Clarke, Johnson and Johnson, Sysco, UL and more. Then register today to add your name to the... Read More

Who Attended Last Year's Summit?

We hope you will join us at the 17th Annual Shared Services for Finance & Accounting Summit  for an event designed to help you achieve your strategic goals for 2017 and beyond. Take a look at the list of executives who attended the event in the past, then register to join us this... Read More

2017 Registration Form

Download the form, select your package and register for the... Read More

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... Read More

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... Read More

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... Read More


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... Read More

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... Read More

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... Read 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,... Read More

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... Read More

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.... Read More

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... Read More

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... Read More

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 ways to achieve efficiency, especially at scale, is... Read More

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... Read More

Sponsorship enquiry

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... Read More

Additional Content Download


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... Read More

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... Read More

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... Read More

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... Read More

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... Read 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... Read More

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... Read More


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... Read More

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... Read More


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... Read More

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... Read More