Finance Transformation & CFO Forum schedule

Wednesday 19th September 2012

  • Evaluating your Current SSOC

    by ScottMadden, Inc.

    Focusing on the development of an FSSC, this workshop takes you through to building a business case, selling the concept, establishing governance and executing and stabilizing an SSO. We will address different business structures depending on where your SSO lies within its lifecycle:

    •Assess your current situation and avoid common mistakes in business case writing
    •Develop a detailed implementation plan and overcome implementation challenges
    •Manage a shared services centre start-up
    •Recognize the critical steps to take when evaluating outsourcing solutions
    •Learn best practices when coordinating with the purchasing department

    Hosted By: ScottMadden

    At 9:00am to 12:00pm, Wednesday 19th September

  • Pre-Conference Workshop B: Evaluating your Current SSOC

    by ScottMadden, Inc.

    Focusing on the development of an FSSC, this workshop takes you through to building a business case, selling the concept, establishing governance and executing and stabilizing an SSO. We will address different business structures depending on where your SSO lies within its lifecycle:

    •Assess your current situation and avoid common mistakes in business case writing
    •Develop a detailed implementation plan and overcome implementation challenges
    •Manage a shared services centre start-up
    •Recognize the critical steps to take when evaluating outsourcing solutions
    •Learn best practices when coordinating with the purchasing department

    Hosted By: ScottMadden

    At 9:00am to 12:00pm, Wednesday 19th September

  • Pre-Conference Workshop C: Ready to Implement – Best Practices

    by BAE Systems

    Learn what practices work to give you actionable results quickly; how and where you should start; what’s meaningful to your customers, business units and operational managers, and moving your finance organization up the value chain.

    •Take a hands-on approach to implementing best practices for finance excellence – featuring case study exercises and software tools for practical experience
    •Build an integrated framework – techniques and templates for generating quick results
    •Discuss easy implementation tools, including activity Analysis and Scorecards, for a complete top down/bottoms up approach
    •Improve your ongoing relationships with management, clients and customers

    Hosted by: Andrew Muras, Vice President, BAE Systems

    At 9:00am to 12:00pm, Wednesday 19th September

  • Ready to Implement – Best Practices

    by BAE Systems

    Learn what practices work to give you actionable results quickly; how and where you should start; what’s meaningful to your customers, business units and operational managers, and moving your finance organization up the value chain.

    •Take a hands-on approach to implementing best practices for finance excellence – featuring case study exercises and software tools for practical experience
    •Build an integrated framework – techniques and templates for generating quick results
    •Discuss easy implementation tools, including activity Analysis and Scorecards, for a complete top down/bottoms up approach
    •Improve your ongoing relationships with management, clients and customers

    Hosted by: Andrew Muras, Vice President, BAE Systems

    At 9:00am to 12:00pm, Wednesday 19th September

  • Workshop A: Negotiating Successful Outsourcing Agreements

    The key to a successful outsourcing relationship is in efficient, mutually beneficial contracting. However, traditional legally-driven negotiations often create adversarial relationships, designed to punish failure rather than encourage the growth of the strategic relationship. To successfully negotiate, one should:

    • Create organizational integration between client and provider at a local and global level
    • Discuss points of focus for negotiation
    • Learn what is preventing the shift in the focus of negotiations

    At 9:00am to 12:00pm, Wednesday 19th September

  • Breakout Session: Setting the Finance Vision & Strategy Sponsored by Trintech

    Business Performance Management & Analytics: Moving From Data Driven to Goal Driven

    •Assessing and Mining information trapped in ERPs. Ancillary systems and other external data sources
    •Leveraging new ideas on collecting, discerning and responding to data with business goals in mind
    •Developing a service offering that links business performance and analytics to your organization’s corporate vision

    At 11:10am to 11:55am, Wednesday 19th September

  • Breakout Session: Setting the Finance Vision & Strategy Sponsored by Trintech

    Debate: Who Owns the Risk When Outsourcing Compliance?

    •Outsourced functions generally include high risk areas that require significant system capabilities or high cost compliance services.
    •Outsourcing compliance functions has become common because smaller companies may not have the resources required to perform the functions and larger institutional companies need technical expertise, mainly in systems technology.
    •Identifying issues with a compliance program is only one part of the program - how you correct it is equally important.

    At 11:55am to 12:35pm, Wednesday 19th September

  • Panel Discussion: 360° Perspectives on the Future of Finance

    by Owens Corning and ScottMadden, Inc.

    During this session we bring you and uncommon view from both the finance organization and the customer. Learn how to leverage financial services to execute on unique opportunities. Also, hear a rare consumer perspective on the impact resulting from a successful finance transformation

    •How to leverage financial services in order to raise revenue
    •How to leverage financial services in order to raise market share
    •How finance transformation drives sale cycle reduction

    Moderator: Sam Poston, SVP, ScottMadden
    Patrick Cassity, Director – Global Shared Services, Owens Corning

    At 1:10pm to 1:50pm, Wednesday 19th September

  • Breakout Session: CFO Forum

    Creating Growth Platforms for Emerging Markets

    •The IMF and OECD have sanctioned several countries and territories as offshore financial centers; in these centers the operations of several Fortune 500 businesses are spearheaded
    •Many incentives and challenges co-exist in including tax-havens and human capital management, but control is often the biggest benefit
    •As the technology and information pandemic continues to spread, offshore labor is becoming a more viable option not only for IT functions, but also for Financial Services functions

    At 1:35pm to 2:20pm, Wednesday 19th September

  • Breakout Session: Process Excellence

    by Memorial Hermann

    Measuring Outcomes Beyond Efficiency Gains: The Changing Role of AP in the P2P Work Stream

    AP organizations are moving from transactional excellence to value-add through cash management, vendor management, spend management, contract management and much, much more. But how do these changes in AP affect Procurement and the end-to-end P2P work stream?

    •Leveraging business intelligence; using metrics more effectively to manage business and communicate value of Shared Services
    •Implementing an effective segregation of duties and delegation of authority policies and processes
    •Maturing business model – tips on moving towards end-to-end processes

    Daron Whisman, Director of Finance, Memorial Hermann

    At 1:35pm to 2:20pm, Wednesday 19th September

  • Breakout Session: Setting the Finance Vision & Strategy Sponsored by Trintech

    by Siemens Enterprise

    Talent Management: Talent Coming In the Door. Head Count Going Out

    As delivery models and aspirations for shared service groups reach loftier levels, demands on leaders and staff at all levels is increasing. Talent management is a crucial element driving shared service success. How do you take talent management far beyond the organizational and geographic boundaries of your current staff and latest hire? In a world of greater collaboration and partnership with external service providers how do you ensure you are retaining and developing the right talent for the future of the enterprise? Understand how to uncover and harness the talent that lies within shared services organizations and outsourced functions, and what that means in this challenging new era.

    Keith Dunnell, Senior Director, Global Shared Services, North America, Siemens

    At 1:35pm to 2:20pm, Wednesday 19th September

  • From Local to Global to GLocal: Geographically Optimized Finance Expansion

    •How to set global standards and work closely with local leaders to address valid deviations: What are the appropriate measurements, benchmarks and metrics?
    •What are the essential features you should look for in a processing mapping tool?
    •How have companies managed a large geographical range of support services?
    •How should you best address buy in, embedded beliefs, and operations procured from country to country?

    At 1:50pm to 2:30pm, Wednesday 19th September

  • Breakout Session: CFO Forum

    Balance Sheet & Cash: Beyond the Basics

    •Anticipating new and developing issues with scenario based planning
    •Prioritizing cash around capex projects, looking at paybacks and ROIs, stock purchasing requirements and debtor collections
    •Ensure the business has a very tough cost agenda
    •Restructuring statuatory accounting teams for a clear definition on how to manage cash on the balance sheet

    At 2:20pm to 4:15pm, Wednesday 19th September

  • Breakout Session: Process Excellence

    Panel Discussion: How Will a Double-Dip Recession Impact SS and Outsourcing: Top 5 Ways to Create Value & Drive Better Cash Management When There’s No More Meat on the Bone (O2C)

    •Incorporating cash into the strategic decision making process, taking into account customer insights
    •Improving visibility and control of cash flows with shorter forecasting cycles
    •Making sustained working capital improvements, going beyond working capital
    •Identifying other areas of the balance sheet to accelerate and optimize cash flow

    At 2:20pm to 4:15pm, Wednesday 19th September

  • Breakout Session: Setting the Finance Vision & Strategy Sponsored by Trintech

    Effectively Managing Human Capital When Offshoring or Outsourcing

    •Facilitating effective communication between your business units and the staff at your new offshored or outsourced location
    •Ensuring your stakeholders recognize what the changes are
    •Receiving key tips for managing these changes to improve overall service delivery
    •Creating meaningful career paths for Talent in Shared Services

    At 2:20pm to 4:15pm, Wednesday 19th September

  • Effective Use of Tools Delivering Beyond Basic Productivity: Do They Exist?

    Many finance organizations have yet to find a tool that goes beyond productivity. It’s still very much a manual game, but the need for change is imperative.

    •How is your control framework performing?
    •What are the risks they are setting?
    •How do you measure, manage and control risk?

    At 2:30pm to 3:10pm, Wednesday 19th September

  • Working Group Discussion: Finance Strategy

    by Deluxe Corporation

    Business Partnering: The New Role of the CFO

    •How do different organizations interpret the role?
    •The most beneficial methods of effectively prioritizing activities
    •What are the core skills that accountants need for the role?
    •How do you ensure there is a governance framework around information integrity?
    •How do you best communicate the strategic vision of Finance?
    •How do you maintain quality and consistency?
    •How do you adapt to the dynamic pressures of finance talent management?

    Guy Becker, Vice President Finance Operations, Deluxe Corporations

    At 3:50pm to 5:10pm, Wednesday 19th September

  • Working Group Discussion: Process Excellence

    by Wal Mart

    Standardization and Automation: Secrets for Success Without Slowing Down the Business

    •Understanding cutting-edge models which addresses standardization and automation criteria (regional and global SS)
    •Determine what parts of the process should be involved in standardization and automation
    •Learn how to deal with push back from your own business units
    •Learn how to model global process ownership
    •Discover what metrics and measurements will put you ahead of the competition
    •Learn how to achieve gainful returns from technology investments
    •Discuss the employee skillset shift and how to proactively prepare for the transition

    Melonie Humphreys, Senior Director Global Business Process, Wal-Mart

    At 3:50pm to 5:10pm, Wednesday 19th September

Thursday 20th September 2012

  • The Retained Organisation: What is Changing, Where is the Effectiveness and How Do We Move Them Up the Value Chain?

    •Striking the balance between captive and outsourced capabilities
    •Crafting the business case for short-term versus long-term goals
    •The impact to the retained organization when outsourcing goes well
    •How to engage and proactively develop talent to meet business partnering demands

    At 9:00am to 9:40am, Thursday 20th September

  • Managing FP&A Within the Shared Services Environment

    by Clements Worldwide

    Shared Services teams need to develop and measure their value creation within the organisation. This presentation will cover aligning Shared Services strategic objectives with corporate objectives. We will focus on metrics associated with measuring value and the FP&A’s role within the Shared Services organization to build relevant frameworks.

    Tarun Chopra, CFO, Clements Worldwide

    At 9:40am to 10:20am, Thursday 20th September

  • Breakout Session: CFO Forum

    Roundtable Debate: Managing Volatility & Risk – Not Just From a Financial Market Perspective But From an Ever Changing Market Landscape

    Risk pervades almost every functional area and management process, therefore capturing risk and assessing overall exposure is a very challenging exercise

    •Identify probabilities and scale of threat understood, to then craft a management response and develop measures (i.e. Key Risk Indicators or KRI’s) which provide an early warning of unwelcome events
    •Discuss the role corporate culture plays in risk management
    •To what extent to CFOs retain control and oversight of Shared Services, including what reporting lines and relationships do you establish to ensure there’s a proper level of oversight?
    •What are the opportunities of internal controls; how are you governing risk, enhancing compliance, and realizing operational benefits?

    At 11:10am to 12:35pm, Thursday 20th September

  • Breakout Session: Process Excellence

    Evolving from Single Function to End-to-End Processing

    How significant is your role in end-to-end process optimization within your company? With the information our Finance departments now deliver to the organization, it is becoming clear that the next wave of efficiency to impact all parts of the organization revolves around full process optimization. You have a critical role in these efforts. How do you influence cross-functional initiatives for process improvement? How do you emerge from the “back-office” to gain greater involvement over the full process - or even across enterprise optimization efforts?

    •Discuss the complexities of an end-to-end concept, including organizational structure
    •Understand where technology integration fits in
    •Take a guided approach when applying Shared Services across an entire function, end-to-end managed by a global process owner
    •Benefits of bringing receivables and payables in one place – Working capital optimization

    At 11:10am to 11:55am, Thursday 20th September

  • Breakout Session: Process Excellence

    The Road to Reconciliation: Best Practices for Achieving Balance Sheet Integrity

    •Implement technology to automate the entire financial close process, increasing control and visibility across the board
    •Ensure timely, accurate and documented communications between all departments (accounting, finance, compliance, auditing, etc.)
    •Define responsibility and process ownership
    •Improve the accuracy and timeliness of compliance reporting while servicing multiple

    Hosted By: BlackLine Systems

    OR

    From Reconciling to Filing: The Last Mile of Finance Optimized

    •Learning how technology can bring agility to the Last Mile of Finance
    •Understanding how an integrated set of applications can create a reconciliation, close and reporting process that spans the globe, is agile to change and enforces controls
    •Gaining visibility to operations enabling ready access to financial insights

    Hosted By: Trintech

    At 11:55am to 12:35pm, Thursday 20th September

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