Live Chat Software
March 11 - 14, 2019
Disney’s Coronado Spring Resort

Workshops & Master Classes Day One: Tuesday, March 12th, 2019

Interactive Workshops A-E

Workshop A

8:00 am - 10:00 am Shared Services 101: Setting Course For Success and Avoiding Possible Pitfalls
Brad DeMent - Partner, ScottMadden


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Brad DeMent

Partner
ScottMadden

Workshop B

8:00 am - 10:00 am Building Next Generation HR Shared Services: 5 Steps to Creating & Delivering Higher Value Services

Workshop C

8:00 am - 10:00 am Blockchain Implications & Benefits for F&A Processes

Workshop D

8:00 am - 10:00 am Roadmap for Your Frist 12 to 18 Months of RPA Implementation
Phil Searle - Founder & CEO, Chazey Partners
Craig Ackerman - Global Head, RPA, Chazey Partners


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Phil Searle

Founder & CEO
Chazey Partners

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Craig Ackerman

Global Head, RPA
Chazey Partners

Workshop E

8:00 am - 10:00 am Competencies for Effective Senior-Level Shared Services Leadership
Cindy Hannafey - Managing Director, UHY Advisors


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Cindy Hannafey

Managing Director
UHY Advisors

Interactive Workshops F-J

Workshop F

10:15 am - 12:15 pm Shared Services 501: Taking Your Service Delivery Organization to the Next Level
Brad DeMent - Partner, ScottMadden


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Brad DeMent

Partner
ScottMadden

Workshop G

10:15 am - 12:15 pm Continuous Improvement 2.0: Embedding Into the Fabric of Shared Services
Brent LaRoche - Principal, Operational Excellence, LSSMBB MBA, Agilify
Darin Munn - Automation Implementation Lead, Agilify


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Brent LaRoche

Principal, Operational Excellence, LSSMBB MBA
Agilify

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Darin Munn

Automation Implementation Lead
Agilify

Workshop H

10:15 am - 12:15 pm How Design Thinking Can Improve the Success of Your SSO

Workshop I

10:15 am - 12:15 pm Beyond Implementation: Taking Your RPA Program to New Heights
Mark Davison - Global Partner, Robotic Process and Cognitive Automation, ISG
Scott Furlong - Partner, Information Services Group (ISG)


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Mark Davison

Global Partner, Robotic Process and Cognitive Automation
ISG

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Scott Furlong

Partner
Information Services Group (ISG)

Workshop J

10:15 am - 12:15 pm Building End-to-End Process Management, Governance & Ownership
Kane Peschl - Robotic Solutions Specialist, Redwood Solutions


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Kane Peschl

Robotic Solutions Specialist
Redwood Solutions

11:00 am - 11:00 am Main Conference Registration Opens & Networking

12:20 pm - 12:40 pm SSON Opening Remarks

Heather King - Divisional Director, SSON
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Heather King

Divisional Director
SSON

12:40 pm - 12:50 pm Opening Remarks from the Chairperson

Brad DeMent - Partner, ScottMadden
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Brad DeMent

Partner
ScottMadden

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Suzanne Leopoldi-Nichols

President of Global Business Services
UPS

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Steven Jo

COO, Transformation Office
Silicon Valley Bank

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Kelly Litster

SVP, Finance Shared Services
MGM Resorts International

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Kamila Grembowicz

SVP, Global Business Services
Adidas Group

1:30 pm - 2:00 pm PLENARY: The Future of Work & Shared Services: Preparing Your Teams for Organizational Change & Untapped Opportunity



2:00 pm - 2:30 pm FIRESIDE CHAT INTERVIEW: Robotic Process Automation State-of-the-Union: Where We Are and Where We Are Heading



2:30 pm - 3:10 pm Networking Break and Demo Drive

Concurrent Track Sessions Begin

PLANNING & LAUNCHING

1:10 pm - 1:50 pm Panel: Stairway to Success: From Buy-In to Launch of Shared Services in 18 Months or Less
David Bedard - SVP, Finance Service Organization, New York Life
Charles Morgan - VP, Finance Shared Services, Aetna
Julie Harbert - VP, Shared Services, Entergy
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David Bedard

SVP, Finance Service Organization
New York Life

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Charles Morgan

VP, Finance Shared Services
Aetna

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Julie Harbert

VP, Shared Services
Entergy

EVOLVING

3:10 pm - 3:50 pm Panel: Look Before You Leap: Defining Your Governance Structure for Today’s Modern SSO
Ken Somers - VP & Head of Strategy and Governance - Enterprise Shared Services at, XL Catlin
Chad Keenen - Director of Shared Services, Corning Incorporated
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Ken Somers

VP & Head of Strategy and Governance - Enterprise Shared Services at
XL Catlin

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Chad Keenen

Director of Shared Services
Corning Incorporated

MATURING

3:10 pm - 3:50 pm Delivering Multi-Functional Shared Services: Agility & Customer Value as Growth Enablers
Erin Champlin - VP, Global Services & Enterprise Transformation, Johnson & Johnson
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Erin Champlin

VP, Global Services & Enterprise Transformation
Johnson & Johnson

SHARED SERVICES ESSENTIALS

3:10 pm - 3:50 pm No Mandate, No Problem! Driving a Successful Shared in an Opt-In Environment
David Evangelista - Senior Vice President & General Manager, McKesson
Amy Burns - VP, Six Sigma, McKesson
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David Evangelista

Senior Vice President & General Manager
McKesson

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Amy Burns

VP, Six Sigma
McKesson

DISRUPTIVE TECH

3:10 pm - 3:50 pm Beyond the Buzz: Use Cases on Reshaping the Value of Shared Services with AI, Machine Learning & Cognitive Computing
Mark Etwaru - Digital Transformation Leader, Estee Lauder
Jeff Machols - VP, Head of Continuous Improvement, Voya
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Mark Etwaru

Digital Transformation Leader
Estee Lauder

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Jeff Machols

VP, Head of Continuous Improvement
Voya

HR VISION

3:10 pm - 3:50 pm HR Your Way! Leveraging the Power of Personalization to Drive a Digital HR Transformation

FUTURE OF BUSINESS SERVICES HOSTED BY KPMG BY INVITATION ONLY

3:10 pm - 3:50 pm Engineering a Culture of Customer Intimacy at Scale

Group 2

PLANNING & LAUNCHING

3:55 pm - 4:35 pm View on the Location Paradox: From Setup to Maintenance
Sue Brauer - VP, Strategy & Transformation, Finance Operations, Pearson
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Sue Brauer

VP, Strategy & Transformation, Finance Operations
Pearson

EVOLVING

3:55 pm - 4:35 pm How We Can Use Theory of Constraints in a Shared Services Environment
Yazdi Bagli - SVP, Global Business Services, Walmart
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Yazdi Bagli

SVP, Global Business Services
Walmart

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Michael Konstas

VP, Finance Shared Services
American Express Global Travel Business

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Shadi Rezvan

Senior Manager Shared Services & Transformation
Twitter

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Bill Parker

Vice President, Global Business Services
AECOM

SHARED SERVICES ESSENTIALS

3:55 pm - 4:35 pm Unlocking Capacity: Bringing Non-Traditional Functions Into Shared Services
Roundtable A: 
Sales & Marketing 
Led By: Antoine (Tony) Ezell, VP, Enterprise Capabilities and Solutions, Eli Lilly and Company

Roundtable B: 
Strategic Sourcing 
Led By: Qiana Levy, Head of Global Procurement/Strategic Sourcing, Learfield

Roundtable C: 
Real Estate & Facilities Management 

Roundtable D: 
Financial Planning & Analysis 
Led By: Marianela Urgelles, Shared Service Center Director, Intel

Roundtable E: 
Legal Operations 
Led By:  Nitin Batra, Managing Director, Global COO, Legal, Citi  

Roundtable F: 
Intl. Mobility
Led By: Claudia Petrocchi, Head of the Intl. Mobility CoE, HR Global Operations, Ericsson

DISRUPTIVE TECH

3:55 pm - 4:35 pm Process Mining for Shared Services: The Case for Double-Digit Savings & Speed to Market
Robert Bradford - SVP, GBS, Akzonobel
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Robert Bradford

SVP, GBS
Akzonobel

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Wendy Lucio

VP, HR Shared Service
Southwire Company

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Kym Burke

Director, HR Services
The Mosaic Company

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Douglas Becker

Director, HR Technology
Trinity Health

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Pam Velcheck

Sr Manager, HR Global Service Delivery Manager
General Mills

FUTURE OF BUSINESS SERVICES HOSTED BY KPMG BY INVITATION ONLY

3:55 pm - 4:35 pm How Business Services Enables Movement of 21st Century Enterprise

Group 3

PLANNING & LAUNCHING

4:40 pm - 5:20 pm Transformative Change Management: Overcoming Resistance through Co-Creation
Dan Melchior - VP - Global Enablement: Process & Capabilities, McCormick
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Dan Melchior

VP - Global Enablement: Process & Capabilities
McCormick

EVOLVING

4:40 pm - 5:20 pm Moving Farther Along the Value Continuum: How to Grow Your SSO from Single to Multi-Function
Todd Blevins - VP, Shared Services, UL
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Todd Blevins

VP, Shared Services
UL

MATURING

4:40 pm - 5:20 pm How to Drive Successful 10X Digital Transformation at Low Cost By Using Winning Ecosystems
Tony Saldanha - Former VP IT & GBS, Procter & Gamble
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Tony Saldanha

Former VP IT & GBS
Procter & Gamble

SHARED SERVICES ESSENTIALS

4:30 pm - 5:10 pm Making the Leap From Shared Services to Global Business Services
Victor Susman - Senior Director, GBS Global Delivery, Kimberly Clark
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Victor Susman

Senior Director, GBS Global Delivery
Kimberly Clark

DISRUPTIVE TECH

4:40 pm - 5:20 pm What Piloting Machine Learning Means for Shared Services in a Multi-Billion Dollar Industry
Satish Bengeri - Senior Director - Global Intelligent Automation LeadSenior Director of Global Robotic Process Automation, Cargill
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Satish Bengeri

Senior Director - Global Intelligent Automation LeadSenior Director of Global Robotic Process Automation
Cargill

HR VISION

4:40 pm - 5:20 pm Opportunities of AI/Technology in Hire-to-Retire
Tom Dewaele - VP, Global HR Services, Unilever
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Tom Dewaele

VP, Global HR Services
Unilever

FUTURE OF BUSINESS SERVICES HOSTED BY KPMG BY INVITATION ONLY

4:40 pm - 5:20 pm The Role of Outsourcing in an Age of Automation

5:25 pm - 5:55 pm Plenary: 1300% Increase in Cyber Attacks: How to Protect Your Operation

Auston Davis - CIO, Stanford Children’s Hospital
Ryan Loy - Chief Information Officer, EBSCO
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Auston Davis

CIO
Stanford Children’s Hospital

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Ryan Loy

Chief Information Officer
EBSCO

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Alexander von Thielmann

SVP of Shared Services
Siemens

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Tony Padilla

Director, Information Services and Enterprise Services Integration
The Boeing Company

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Rodney Bergman

SVP Global Business Services
Celestica

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David Naismith

Senior Director, Strategy & Operations - Employee Services
Cisco

4:35 pm - 4:35 pm SSOW Welcome Reception