Dive into the essentials of shared services, unlocking its full potential to strengthen the end-to-end customer journey. From aligning with organizational objectives to mastering change management, learn how to navigate uncertainties with confidence and ensure a seamless transition for an elevated experience.

·        Align shared services with organizational objectives, clearly defining scope, goals, and expected outcomes to drive success

·        Justify shared services with a comprehensive business case, emphasizing benefits and cost savings to secure buy-in and support

·        Strategically plan and execute transitions, defining roles and creating detailed roadmaps for smooth implementation and minimal disruption

Sponsored by: ScottMadden

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Kim Davenport

Partner and Director of Corporate Responsibility
ScottMadden

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Henry Bell

Partner
ScottMadden

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Trey Robinson

Partner
ScottMadden

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This workshop will focus on the intercompany processes, which are often underestimated but vital for efficiency and financial health. We'll explore how modern challenges in intercompany management go beyond what traditional ERPs can handle, and we'll see how a holistic approach, supported by specialized technology, can break down barriers, streamline operations, and boost overall performance.

·        Gain insights into the current state of intercompany processes

·        Discover innovative approaches to overcoming intercompany challenges

·        Break down departmental silos to foster better collaboration and communication

·        Harness dedicated technology solutions to address pressing intercompany issues

·        Identify key solution components tailored to your organization's needs

Sponsored by: BlackLine

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Jim Tilk

Director of Solutions Strategy & Marketing (Intercompany),
Blackline

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Quintin Dykes

Director of Intercompany Value Architecture
Blackline

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This workshop provides strategy and tactics needed to ensure your company is building the core capabilities necessary to be successful with AI into the future. There is no question that AI is here. Some companies are already “all in on AI”. We can learn from these early trailblazers. Most companies are not ready to go “all in on AI. However, we can we shape your next transformation, whether it’s an operating model change, function/process model change or technology change, to ensure your company take vital steps required not just do a single AI project but be ready to do AI into the future.

Transformation that includes AI readiness requirements is broader than even the “typical” transformations. It creates new departments, new jobs, new roles, new functions, and new processes. Functional leaders, GBS leaders, Global Process Owners, IT and Risk all have a part to play in this brave new AI enabled world.

Workshop Objectives

• Review the “field” of AI – it is far more than ChatGPT
• Understand where AI is most likely going to start in large enterprise
• Detail a whole new set of requirements that must be built
• Bring clarity on the role of GBS in this brave new world
• Look for existing enterprise transformations that can be adapted to significantly advance your AI readiness
• Go into detail on the big five must-haves: GPO vision, Cross-functional coalitions, Partnership with audit & control, New IT for AI, and Job, roles, & processes
• And much more

This workshop will arm you with real-world advice that you can bring back to either start the conversation about AI readiness, begin to map your own journey, or accelerate your existing plans!

Sponsored by: Chazey Partners

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Lee Coulter

Global Head of Transformation
Chazey Partners

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Phil Searle

CEO and Founder
Chazey Partners

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Sharing Best Practices from the “End to End” Process & GPO Playbook with interactive discussions and exercises, this workshop will challenge and inform GBS leadership, current or aspiring Global Process Owners (GPOs) and Service Delivery leaders with practical models and tools to elevate end-to-end process alignment and innovation across the organization.

The workshop will cover:

·        “End to End” Process Context

·        “Shift Left” Thinking & Behaviors

·        Process Ownership vs Process Enablement

·        Expectations, Barriers to Success

·        “What Does GOOD Look Like”

·        End to End Processes, WIIFM, Defects and Customer Experience (CX)

·        The Stakeholder “Coalition”

·        Stakeholder Segmentation, Communication, Cadence

·        The “End to End” Process and GPO Playbook

Sponsored by: Consider Solutions

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Steve Fox

Process Excellence Leader
Consider Solutions

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Join us at Redwood’s exclusive workshop where the innovative concept of Touchless Close in R2R takes center stage. This event is designed to help you reimagine and revolutionize your approach to financial reporting, offering an opportunity to learn from experts and peers who have successfully navigated this journey.

Workshop highlights

•            Real-world strategies: Implement a highly automated, efficient R2R process with minimal manual intervention.

•            Seamless integration with SAP: Leverage automation to enhance accuracy and compliance.

•            Transform your financial close process: Turn it into a strategic asset through comprehensive automation.

•            Case studies from industry leaders: Hear directly from Energy Transfer and Jabil about their journey towards automated R2R processes.

Key sessions

•            Energy Transfer's transformation: Discover how Energy Transfer achieved end-to-end R2R automation, resulting in:

•            45,000 hours saved annually.

•            88% reduction in time spent on bank reconciliations, decreasing from one hour to seven minutes per reconciliation.

•            Retirement of Blackline and Winshuttle, leading to improved efficiency and reduced user errors.

•            Standardization of processes to enhance audit readiness and visibility.

•            Improved scalability without increasing headcount and enhanced skill development for accountants transitioning to analytical roles.

•            Jabil's automation journey: Explore how Jabil has leveraged Redwood’s automation solutions to enhance their R2R processes, resulting in significant improvements in efficiency, compliance, and accuracy. Key highlights include:

•            Saved 95,000–120,000 hours annually by automating balance sheet certification and other manual tasks.

•            Standardized processes across 100+ company codes, significantly improving data quality.

•            Achieved substantial cost savings by reducing audit fees and developmental costs.

•            Enhanced dashboard capabilities that further increase time savings and operational efficiency.

Sponsored by: Redwood

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Shak Akhtar

General Manager Finance Automation
Redwood Software

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Sabari Swaminathan

Director - Business Systems
Energy Transfer

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Explore the complex landscape of compliance issues in shared services, driven by the intersection of artificial intelligence and other disruptive factors.

·        Gain insights into leveraging AI and advanced technologies to improve compliance processes, mitigate risks, and ensure regulatory adherence

·        Discover proactive strategies for addressing emerging compliance challenges, from data privacy regulations to geopolitical shifts, ensuring operational resilience and regulatory compliance

Sponsored by: IBM

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Mani Mangal

Global Head - Shared Services
Kohler Energy

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According to SSON’s Research & Analytics 2024 survey, the number one SSO strategic target still revolves around cost-cutting. The challenge lies in transitioning from cost-centric approaches to value-driven strategies. In this panel discussion, participants will:

·        Clearly articulate desired outcomes and objectives emphasizing value creation over simple cost reduction

·        Identify and prioritize the services and processes that directly impact customer satisfaction and business performance

·        Dive into how to implement a continuous improvement mindset to constantly identify opportunities for value creation and process improvement

Karen Gouveia

People and Culture Services Vice President, Americas
BP

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Juliano Godoy

GM, Agile Enterprise Services
Philips 66

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Vikas Joshi

Head of Global People Solutions
Viatris

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Kim Davenport

Partner and Director of Corporate Responsibility
ScottMadden

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The shift from SLAs to XLA (Experience Level Agreements) reflects a broader industry recognition that customer satisfaction cannot be fully captured by traditional metrics alone. XLAs recognize the qualitative aspects of service delivery, such as empathy, responsiveness, and personalization, which are increasingly valued by customers in today’s experience-driven economy. This session covers the paradigm shift, and discusses how to:

·        Amplify customer delight through tailored XLAs, ensuring satisfaction at every touchpoint

·        Ignite a culture of relentless customer focus and innovation, driving transformative growth

·        Encourage a culture of innovation to continuously evolve and adapt XLAs in response to changing customer needs and market dynamics

Jodi Dudley, Fmr Head of GBS, Ford and Dow Corning

Sandeep Arora

Head of Global Business Services
The Clorox Company

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Discover the evolving role of shared services as pivotal partners, offering expertise and guidance to navigate change and drive end-to-end process excellence.

·        Gain insights into transforming shared services from transactional hubs into strategic enablers, driving organizational growth and innovation

·        Learn how to leverage change management and digital transformation to lead organizational change effectively

April Solie

Senior Director, Change Management, Global Business Services
AECOM

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