DAY 2: Tuesday, September 17, 2024


8:00 am - 8:50 am EST Executive Breakfast

This is an opportunity to review your customized itinerary for the day over morning coffee and connect with a few new faces.

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Carla Sarti

Former Vice President Global Business Services
Lear Corporation

Understanding how Shared Services can absorb more services without it resulting in extra costs to the business is critical in the current market. Whether you are adding in new services to your shared services or looking to standardize and elevate current processes for cost savings and efficiencies to support a restructure, join leaders as we create a roadmap for the future:

  • Analyze current services and weigh the value add to your shared services against your cost analysis
  • Discover gaps in service and areas of success to determine what is working and what needs attention
  • Uncover bottlenecks in service delivery for opportunities to enhance processes for a better experience
  • Consider outsourcing as a resource management tool
  • Explore strategies on how to best align expectations across teams when standardizing processes
  • Assess tools and technologies that are moving the needle to create more efficiencies, resulting in cost savings
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Jennifer Kruman

Executive Director, Business Intelligence and Operational Excellence Lead
The Estee Lauder Companies

Dina Baker

Senior Director, Business, Technology, and Operations
Amazon

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Tim Lynch

Executive Leader, FinOps and Managed Services, GBS Finance Shared Services
Whole Foods

9:50 am - 10:15 am 1:1 Business Meetings

A series of 30-minute consultative meetings with service providers that can help provide insights and value to your roadmaps, strategies, and plans for the quarters to come: based on mutual availability and personal preference.

10:20 am - 10:45 am 1:1 Business Meetings

A series of 30-minute consultative meetings with service providers that can help provide insights and value to your roadmaps, strategies, and plans for the quarters to come: based on mutual availability and personal preference.

9:50 am - 10:15 am Challenge Round: Applying Gen AI Functionalities to Your GBS Portfolio
Shakti Jauhar - Former Senior Vice President, Head of Global Transformation, GBS, McDonald's

Increase value for customers and overall productivity through the integration of new technology. Explore use cases and opportunities to leverage Generative AI that you can incorporate into your tech stack.

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Shakti Jauhar

Former Senior Vice President, Head of Global Transformation, GBS
McDonald's

10:20 am - 10:45 am Networking Break

Take a few minutes to refill your coffee before we reconvene for exciting content!

10:50 am - 11:05 am EST Networking Break

Take a few minutes to refill your coffee before we reconvene for exciting content!

11:05 am - 11:35 am EST Bring your Own Challenge

Take time to engage with peers and new connections to dive into the challenges on your plate. Benchmark and share experiences in small groups to move the needle on your projects and take away action items to inspire the next steps for your organization.

11:45 am - 12:10 pm 1:1 Business Meetings

A series of 30-minute consultative meetings with service providers that can help provide insights and value to your roadmaps, strategies, and plans for the quarters to come: based on mutual availability and personal preference.

12:15 pm - 12:40 pm 1:1 Business Meetings

A series of 30-minute consultative meetings with service providers that can help provide insights and value to your roadmaps, strategies, and plans for the quarters to come: based on mutual availability and personal preference.

11:45 am - 12:10 pm Challenge Round: Transitioning to a Successful End-to-End Process Structure
Dina Baker - Senior Director, Business, Technology, and Operations, Amazon

How do you move from structured silos and transition to an end-to-end model? Successful transitions and integrations consider communication, stakeholders, people, technology implementations and KPIs alignment. Hear best practices and lessons learned when handling these touchpoints between functional components and the people involved to assist in a well-managed transition.  

Dina Baker

Senior Director, Business, Technology, and Operations
Amazon

12:15 pm - 12:40 pm Challenge Round: Transitioning to a Successful End-to-End Process Structure
Dina Baker - Senior Director, Business, Technology, and Operations, Amazon

How do you move from structured silos and transition to an end-to-end model? Successful transitions and integrations consider communication, stakeholders, people, technology implementations and KPIs alignment. Hear best practices and lessons learned when handling these touchpoints between functional components and the people involved to assist in a well-managed transition.  

Dina Baker

Senior Director, Business, Technology, and Operations
Amazon

12:45 pm - 2:10 pm EST Executive Lunch

Join peers for a sit-down lunch to mingle with new connections!

2:20 pm - 2:45 pm 1:1 Business Meetings

A series of 30-minute consultative meetings with service providers that can help provide insights and value to your roadmaps, strategies, and plans for the quarters to come: based on mutual availability and personal preference.

2:50 pm - 3:15 pm 1:1 Business Meetings

A series of 30-minute consultative meetings with service providers that can help provide insights and value to your roadmaps, strategies, and plans for the quarters to come: based on mutual availability and personal preference.

2:20 pm - 2:45 pm Challenge Round: Location Strategy Planning – Uncovering the Best Site for Your Needs
Vijay Rao - Chief People & Places Officer, Okta

When choosing your next site, you need to consider what location will fit your business needs best. Talent, costs, languages, time zones, industry and so much more impacts this decision and takes times to evaluate. Where is the next best place to be? We want to know where you have been, why it works and where you are looking to go next. Join peers to stay on top of location planning.

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Vijay Rao

Chief People & Places Officer
Okta

2:50 pm - 3:15 pm Challenge Round: Improve Performance, Delivery and Experience in a Customer Era
Jamie Pirtle - Senior Director, Shared Services, Veralto

Cost reduction, service excellence and service effectiveness are the top drivers leading to the end goal of delivering an exceptional customer experience. Optimizing customer experience processes requires a shift in Shared Services and continuous evaluation to ensure you are providing services in a timely and satisfactory manner.

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Jamie Pirtle

Senior Director, Shared Services
Veralto

3:15 pm - 3:45 pm EST Afternoon Break

Take a few minutes to stretch your legs – but don’t go too far! One final session will be starting shortly.

3:45 pm - 4:10 pm 1:1 Business Meetings

A series of 30-minute consultative meetings with service providers that can help provide insights and value to your roadmaps, strategies, and plans for the quarters to come: based on mutual availability and personal preference.

4:15 pm - 4:40 pm 1:1 Business Meetings

A series of 30-minute consultative meetings with service providers that can help provide insights and value to your roadmaps, strategies, and plans for the quarters to come: based on mutual availability and personal preference.

3:45 pm - 4:10 pm Challenge Round: Creating an Agile Automation Strategy to Drive Process Improvement
Mindie Fischer - Senior Vice President, Operations Enablement and Automation, US Bank

They key to smart investments is to use automation on problems you are trying to solve for or KPIs you are trying to improve. Whether that be increasing accuracy, time savings, lowering risk or reducing costs, automation can be used to improve productivity and processes at scale. Unpack these benefits and hear successful use cases of how leaders are using automation to transform their processes.

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Mindie Fischer

Senior Vice President, Operations Enablement and Automation
US Bank

4:15 pm - 4:40 pm Challenge Round: Speaking Your Leaderships Language – Unlocking a Roadmap to Create Effective Business Cases to Move the Needle
Rob Bradford - Vice President, Global Business Services, Kimberly-Clark

Creating a successful business case that actually resonates with leaders does not start and end with the hard numbers. In fact, the qualitative benefits are often the key to making a difference with C-suite. Discuss strategies and best practices to deliver impactful business cases to leadership, backed by data insights to propel the business forward.

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Rob Bradford

Vice President, Global Business Services
Kimberly-Clark

4:45 pm - 5:00 pm EST Chairperson’s Closing Remarks and Final Take Aways

Carla Sarti - Former Vice President Global Business Services, Lear Corporation
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Carla Sarti

Former Vice President Global Business Services
Lear Corporation

5:00 pm - 6:00 pm EST Networking Reception