For a successful shared services operation in higher education, key factors include a clear strategy, strategic placement of activities, a detailed business case, phased implementation, and robust change management. This workshop will cover essential elements for success, maximizing value in uncertain economic times, and avoiding common implementation pitfalls. Topics covered include: 

1. Strategic drivers to secure budget/funding from leadership. 
2. Critical activities for effective design, implementation, and stabilization. 
3. Ensuring business partners have the necessary skills and competencies. 
4. Next-generation design concepts, key technologies, and intelligent automation. 
5. Identifying and mitigating common design and implementation pitfalls. 
6. Practical change management techniques and fostering a collaborative culture. 

Sponsored by: ScottMadden

---

Elevate your shared services model with the power of design thinking. This workshop takes a deep dive into customer-centric transformation, equipping participants with the tools to reimagine processes, enhance user experience, and foster a culture of innovation. Attendees will learn how to embed empathy, ideation, and rapid prototyping into their service strategies. Through practical exercises and real-world examples, this session offers a comprehensive guide to driving meaningful change that meets the evolving needs of customers and stakeholders alike. 

• Map and analyze customer journeys to identify pain points and improvement opportunities. 
• Apply design thinking frameworks to co-create solutions with key stakeholders. 
• Leverage rapid prototyping and iterative feedback to refine services in real time. 
• Build an organizational culture that prioritizes continuous customer-centric innovation. 

TBD

This workshop explores the critical role of Change Management in transforming shared services. Designed for professionals aiming to lead successful transitions and optimize shared service delivery, this session provides valuable insights into the strategies that drive sustainable change. Attendees will gain practical knowledge on navigating cultural shifts, managing stakeholder expectations, and embedding resilience into operational processes. Through a compelling case study presented by Stanford’s Tomika Adams, participants will leave equipped to: 

• Communicate the value of effective change management to build support across the institution 
• Cultivate a culture of adaptability and continuous improvement within shared services teams 
• Assess readiness for change and identify potential challenges to streamline the transformation journey 
• Implement proven frameworks to manage resistance and foster long-term organizational alignment 

Casilda Clarich

Director, Financial Shared Services and Contracts and Procurement - Office of the Controller
The University of Texas System

See Bio