Global Business Services 2015

Earn Up To 8 CPE Credits!

See Page 8 For Details

July 30-31st • Chicago, IL

Your Pathway to a Global, Multifunctional, Service-Oriented Delivery Model

Building a Business Case

Standardization and Unification

Employee Empowerment

Global Workforce Optimization

Global Process Ownership

Effective Governance

The only event where strategic Global Business Services (GBS) decision-makers come together to drive best practices to build and grow sustainable multi-functional, multi-regional, and standardized service delivery to add value to the business and improve the bottom-line.

“The shared services industry has gone a long way because of what SSON is doing in the market.” Dennis Dodo, CFO, BC Ferries

Featuring the Most Executive GBS Leaders of Any Event!

TOM HALLETT

PAVAN PAMIDIMARRI

DEBBIE BALLARD

SAM BARANI

SHIRLEY HUNG

VP, Global Business Services McGraw Hill Financial

Vice President, Global Business Services Levi Strauss & Co.

VP, Global Business Services McDonald’s

Head, Global/Outsourced Shared Services, Salesforce.com

Group Advisor, GBS Strategy and Governance Rio Tinto

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THE ONLY GBS EVENT BY THE INDUSTRY FOR THE INDUSTRY

An Event Tailored Towards Open Dialogue, Discussion & Sharing of Experiences

What is the Executive Roundtable Series?

The Global Business Services Executive Roundtable event is NOT a typical conference.

“In depth discussions with attendees having relevant knowledge. Great networking opportunity” – Ramesh K. Nayar, SVP – Group Executive, WELLS FARGO Through a leader-to-leader debate-driven format, this event will address your most critical issues to ensure you leave with a plan of action tailored to your development needs.

Who Should Attend the GBS Executive Roundtable?

SVPs, VPs Heads and Directors of: ··

Global Business Services (GBS)

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Enterprise Business Services

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Global Shared Services

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Enterprise Shared Services

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Enterprise Service Delivery

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Global Process Owner (GPO)

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Shared Services

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Finance SS, Service Delivery, Transformation

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HRSS, HR Service Delivery, HR Transformation

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Finance Operations

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HR Operations

Here’s how:

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Case Study Presentations from “in the weeds” GBS executives – Presentations are led by experienced GBS executives who have been down the GBS road and have victories and defeats to share Diverse perspectives - Discussions are led but not limited, allowing all participants to voice their point of view and compare and contrast perspectives on both theory and practice

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No sales pitches – Strictly business to business knowledge sharing

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Extensive face-to-face time with your peers – Not only will you walk away with information you would get nowhere else, but you will leave with contacts whose direction and insight will be invaluable

Earn Up to 8 CPE Credits! See page 8 for details.

The Industry Speaks: Why is a GBS Executive Roundtable important for the industry?

As the Shared Services industry continues to evolve, I believe we need to proactively move beyond transactional processing to value add activities that support business strategy. Learning from each other through the GBS Executive Roundtable is one way we can continue to grow our collective knowledge and be thought leaders within our organizations.

- Debbie Ballard, VP, Global Shared Services, McDonald’s

ABOUT SSON The Shared Services & Outsourcing Network (SSON) is the largest and most established community of shared services and outsourcing professionals, with over 85,000 members globally. We provide the roof under which key industry experts and organizations share their experience, knowledge and tools, and SSO practitioners connect with others all over the world, face to face and online. For complimentary access to exclusive interviews, industry reports, survey results webinars and whitepapers and more, join by visiting www.ssonetwork.com.

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July 30-31st • Chicago, IL

Your Pathway to a Global, Multifunctional, Service-Oriented Delivery Model Welcome to the Global Business Services Executive Roundtable.

According to KPMG’s 2014 international survey, “Within the next 3 years, most global companies are expected to take up the massive project of centralizing their shared services and outsourcing operations within a single global business services (GBS) organization.”

While this may be a priority to hundreds of organizations globally, currently, in practice, there are likely fewer than 100 companies who can truly be called a Global Business Services Organization, and can claim they are: Multifunctional (i.e. F&A + HR + IT, etc.)

“Your organization does a great job of bringing together a diverse group of shared service

Global (Multi-regional)

organizations and variety

Focused on SERVICE

of vendors. There is

Most shared services executives will say that GBS is an ideal they strive for, but the execution is fraught with challenges.

significant value in being

That’s where this event comes in.

able to make contact and

The Global Business Services Executive Roundtable, July 30-31st in Chicago, is the only event bringing together senior GBS and shared services executives to discuss these challenges at a strategic level.

What is top of mind for current or developing GBS leaders?

Overcoming a lack of executive, business unit or functional buy-in Standardizing global processes and practices

network with colleagues.”

- David Evangelista, SVP and GM, McKesson Financial Center, McKesson Corporation

Ensuring governance across multiple time zones, cultures and currencies Negotiating and leveraging outsourced partnerships to be more outcomes based Developing an optimized global workforce It is a long and difficult journey, but one that many organizations are willing to undertake because the rewards can be revolutionary.

Join us in Chicago and be a part of this essential conversation. I look forward to seeing you in July.

Sincerely, Heather King Divisional Director SSON North America

WHAT IS DRIVING THIS SHIFT? 52% Cost 44% Need for improved agility 41% Need to drive moredata analytics/

business intelligence 39% New technology opportunities implementation/investments 36% Business expansion 34% Expanding scope of SSO *source, SSON 2015 State of the Industry Report

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According to SSON’s annual State of the Industry Report, 2015, “Global business services or multifunctional services are among the most popular models for optimizing processes, but expanding scope of service, customer base, and geographies are also key strategies.”

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MEETING DAY ONE: 8:00-9:00am

Registration and Morning Coffee

9:00-9:15am

Opening Remarks

9:15-9:45am

Beyond the Jargon: Defining Global Business Services

Definitions of GBS are often jargon-filled and aspirational. Where does that leave companies looking for concrete information on how they can take their current structure toward a GBS strategy? Often confused. In this session, hone in on what a GBS strategy really means, by asking and answering the following questions: ··

How is GBS different from shared services?

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What is the business case for moving toward a GBS strategy?

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Does an organization really have to be both global AND multifunctional to embrace a GBS strategy?

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What steps can you take today to move your process along?

9:45-10:30am

Develop a Roadmap Toward a GBS Strategy: Getting You Where You Need to Be Without Scaling Too Quickly

Once you understand the business case for moving to a GBS strategy, you are going to want to do everything at once. This holds true whether your organization has had a shared services structure for years or is just starting out and hoping to skip to the best service delivery model. While enthusiasm is crucial, you do need to ensure that you don’t move too quickly and collapse under the pressure. Issues addressed include: ··

Determining which aspects of a GBS strategy are most important for your business and adopt them to your pace and culture

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Identifying concrete steps toward adopting a GBS strategy for short, medium and long term planning

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Locating your technology, business , and resource gaps

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Designing and building a solid infrastructure to scale while maintain agility to change

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How to project manage the transition and help stakeholders cope with change leveraging a well designed communication campaign

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Stabilizing the existing operation and pushing the envelop to drive continuous process improvement Sam Barani Head, Global/Outsourced Shared Services Salesforce.com

10:30-11:15am

Morning Networking Break

FUNCTION => PROCESS MODULE

More and more, organizations are moving from a function-oriented to process-oriented understanding of back office tasks. As such, the title and function of Global Process Owner is rising in prominence and importance. While global process ownership isn’t the be-all, end-all of moving to a GBS strategy, it is certainly a crucial component and one of the most complex, especially considering multiple ERP systems across multiple countries, with completely different processes. This module will focus on the Function to Process aspect of a GBS model.

11:15-12:00pm

CASE STUDY: Establishing Global Process Ownership to Facilitate Your Journey to GBS

In this session, hear about how Bristol Myers Squibb company has gone about establishing GPOs, including:

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JULY 30TH 2015

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Defining the role and giving it power

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Identifying the processes and sub-processes that the GPO will cover

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Soothing the pain of consolidating control

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Achieving total standardization despite country/region-specific requirements

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Differentiate process from service delivery

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Where does the governance lie?

Gareth Morgan SVP, Business and Finance Services Bristol-Myers Squibb

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12:00-12:45pm

DISCUSSION: What Roadblocks Are You Facing In Implementing GPOs?

For SSOs looking at how to streamline their operations, drive increased value to their businesses through the role of GPO, and benchmark their frameworks, governance structures, and automation technologies across industries to find the best strategies moving forward, here is where the highs and lows are brought to the fore. Now is the time to bring up those issues that have dogged your Global Process Ownership application and hear how your peers have addressed them for the better or sometimes for the worse.

Facilitator: Balaram Tidhi Director, GBS Red Hat 12:45-1:45pm

REGIONAL => GLOBAL MODULE

Time zones. Language barriers. Country-specific requirements. Cultural differences. Software that is regional. As you move toward a global conception of your SSO, you need to tackle difficulties like these head-on to arrive at a truly unified GBS organization. This module will focus on the Regional to Global aspect of a GBS model.

1:45-2:30pm

CASE STUDY: Build a Roadmap toward Global Standardization and Unification

In this session, hear about how one company looked at their processes and requirements and devised a plan that embraced best practices and addressed exceptions, including: ·· Identifying the inventory of processes and understanding regional or country specific requirements ·· Developing and promoting a culture that understands the 80/20 rule ·· Leveraging data to support recommendations and solutions ·· Involving third parties and other internal stakeholders to get a rounded perspective Tom Hallett VP, Global Business Services McGraw Hill Financial

2:30-3:15pm

DISCUSSION: What Gets Left Behind in The Journey To Global Standardization?

We would like to say that every process can be standardized across a global organization, but given country-specific requirements for information and documentation, this might not be possible. This conversation will be about the stubborn processes that you struggle to standardize and which ones are worth the effort.

Tom McPartlin VP, Global Business Services Beam Suntory

3:15-3:45pm

Afternoon Networking Break

PEOPLE AND CULTURE MODULE

As you bring together different functions and geographies into one organization, you need to think about people and culture to ensure that everyone feels like they are working for the same organization, toward the same goal. Employee engagement is essential, to decrease the inevitable knowledge attrition that comes with an ever-changing workforce. This module will focus on the People and Culture aspect of a GBS model.

3:45-4:30pm

CASE STUDY: How Talent Management and Employee Empowerment Can Guide Your SSO to GBS

In this session, hear about how one company tailored its recruitment and engagement strategy to fit the needs of the GBS model, including: ·· Identifying talent that have both the analytical skills and service delivery ability to realize GBS ideals ·· Training to refocus current employees on service and quality ·· Locating opportunities for employee empowerment to naturally manage workloads, deliver better service and communicate with business units

4:30-5:15pm

DISCUSSION: Strategies for Finding, Developing, Retaining, and Engaging Talent for a GBS Organization

Without a strong team, a Global Business Services organization isn’t going to make it. While transactional skills are always going to be a necessity in a shared service or a GBS organization, over the last few years, the wind has shifted and organizations are looking not only at transactional skills, but strategic thinkers who can eventually move up the organizational ladder. The quest for the best talent is consistently in SSOs, and with a GBS organization those challenges are compounded by the global, multicultural, yet standardized requirements of the organization. This discussion is where the group will discuss how they have tackled their talent management issues, including recruitment, employee engagement, career pathing, and more.

Debbie Vander Bogart VP, Global Shared Services Levi Strauss & Co.

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Lunch

5:15pm

Evening Networking Event

6:15pm

Close of Day One

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MEETING DAY TWO: 8:30-9:00am

Registration and Morning Coffee

9:00-9:15am

Chairperson’s Recap

9:15 – 10:00

GB Yes or GB No? When a GBS Strategy Does or Doesn’t Make Sense for an Organization

In shared services, you hear a lot about becoming a GBS organization and how that can really help organizations grow their SSOs into something more strategic. You rarely hear about when a GBS strategy does NOT make sense for a company – even a large multinational. This session bucks the trend, highlighting reasons to say “no” to GBS. Topic areas include: ··

If it’s not broke, don’t fix it – when silos work for companies

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Where have companies struggled and succeeded?

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What are the different business cases?

10:00 – 10:45

Good Things Come in Small Packages: How to Build A Global Business Services Organization with Under 200 FTEs

Shared services, GBS, outsourcing, offshoring….these are things that only F1000 companies do, right? Wrong. Having a successful SSO is dependent on the resources and support put into it, rather than the size of a company. And nowadays, smaller companies are seeing the value that an SSO brings on the bottom line. Half a million is savings could be a game changer for a smaller company. Hear how one company built its global shared services organization from the ground up and hear its successes and failures along the way.

Mark Johnson SVP, Corporate Shared Services TransUnion

11:30-12:00

Morning Networking Break

GOVERNANCE MODULE

Whether you are thinking about structuring your GBS, establishing SLAs or refining your relationship with your outsourced providers, governance is an integral part of developing a GBS model that can achieve and continue to achieve its objectives. This module will focus on the Governance aspect of moving toward a GBS strategy.

12:00-12:45

Develop an Effective Governance Structure for Your GBS

In this session, hear from an organization that has successfully identified a governance model that is both as structured, as agile, and as standardized as it needs to be. Topics of conversation include: ··

Executive and business unit governance

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GBS governance

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Provider governance Pavan Pamidimarri Vice President, Global Business Services Levi Strauss & Co.

12:45-1:30

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JULY 31ST 2015

DISCUSSION: Where Are The Gaps In Your Current Governance Policies And Practices?

Points of discussion will include: ··

What are the best ways to collaborate with vendors strategically to optimize outcomes?

··

As we move to a more integrated GBS model, how should tower-specific (or function-specific) governance evolve to have a more holistic GBS-level view?

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How do we strike the right balance between efficiency by pushing our internal customers to standardize and effectiveness by adapting to changing business requirements?

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How can we establish authority over end-to-end processes where portions of the process may be delivered by groups outside of GBS? Shirley Hung Group Advisor, GBS Strategy and Governance Rio Tinto

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MEETING DAY TWO: 1:30-2:30

Lunch

SERVICE ORIENTATION MODULE

One of the distinguishing characteristics of a GBS organization is that it is aligned with your company’s overall business needs. This is crucial to break down the barriers between business units and SSOs that often seem at odds with each other and achieving this goal requires open, two-way communication. This module will focus on the Service Orientation aspect of a GBS model.

2:30-3:15

How to Be Of Service

In this session, hear from a SSO that has learned how to truly be of service to their stakeholders, both through the way they work and what functions they perform. Topics discussed will include: ··

Transitioning from a back office mentality to a customer-facing, front office mentality Debbie Ballard VP, Global Shared Services McDonald’s

3:15-4:00

DISCUSSION: What Does Your Business Really Need From You?

Join this conversation to figure out how your peers have successfully identified opportunities for service and partnership with their internal stakeholders. Leave with a roadmap of formal and informal strategies tailored to your business needs.

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JULY 31ST 2015 CONTINUED

Jay Desai Senior Director, Enterprise Outsourcing Strategies AbbVie Inc.

4:00-4:30

Closing Town Hall Discussion

Please join us in this closing discussion to bring up anything not yet addressed and chew over next steps. Now that you’ve learned from your peers, what are you going to do once you get back home?

4:30pm

Close of Executive Roundtable - Catch Your Flight and Enjoy Your Weekend!

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PRICING & DISCOUNTS Primary Register & Pay

By June 5th Meeting Day One & Two

$1,599 Save $400

Standard Price $1,999

Vendor Pricing Register & Pay

By June 5th Meeting Day One & Two

$2,699 Save $400

Standard Price $3,099

Group Discounts 2-3

10%

4+

20%

CPE Credits Available: Penton Learning Systems d.b.a International Quality and Productivity Center is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be addressed to the National Registry of CPE Website: www.learningmarket.org. This program stands as BASIC as there are no prerequisites or advanced preparation requirements to attend our conferences. “Group Live” delivery method.

About the Venue This event will be held in Chicago, IL . A Soon as a specific venue is confirmed we will post the information online. If you would like to be notified via email as soon as the information becomes available please email HYPERLINK “mailto:enquiryiqpc@iqpc.com” enquiryiqpc@iqpc.com with the following in the subject line: “GBS Executive Roundtable Venue Information Request”

Please note: ·· All ‘Early Bird’ discounts require payment at time of registration and before the cut-off date in order to receive any discount. ·· Any discounts offered (including team discounts) must also require payment at the time of registration. ·· All discount offers cannot be combined with any other offer. ·· Please view our registration policy for full information about payment, cancellation, postponement, substitution and discounts. ·· Please note multiple discounts cannot be combined. ·· A $99 processing charge will be assessed to all registrations not accompanied by credit card payment at the time of registration.

MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC * CT residents or people employed in the state of CT must add 6.35% sales tax.

Team Discounts: For information on team discounts, please contact IQPC Customer Service at 1-800-882-8684. Only one discount may be applied per registrant.

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Special Discounts Available: A limited number of discounts are available for the non-profit sector, government organizations and academia. For more information, please contact customer service at 1-800-882-8684.

Details for making payment via EFT or wire transfer: Bank Name: JP Morgan Chase & Co. Name on Account: Penton Learning Systems LLC dba IQPC Account #: 937-332641 ABA/Routing #: 021000021 Reference: IQPC: 25479.001 Payment Policy: Payment is due in full at the time of registration and includes lunches and refreshment. Your registration will not be confirmed until payment is received and may be subject to cancellation.

For IQPC’s Cancellation, Postponement and Substitution Policy, please visit www.iqpc.com/cancellation Special Dietary Needs: If you have a dietary restriction, please contact Customer Service at 1-800-882-8684 to discuss your specific needs. ©2015 IQPC. All Rights Reserved. The format, design, content and arrangement of this brochure constitute a trademark of IQPC. Unauthorized reproduction will be actionable under the Lanham Act and common law principles.

Sponsorship and Exhibition Opportunities Are you looking to meet senior GBS decision-makers who are integral in building the strategy for their company’s external solutions? Then look no further.

Sponsoring or exhibiting the Global Business Services Executive Roundtables is an excellent opportunity for your company to showcase its products and services to high-level, targeted executives attending the event. For more information on sponsoring or exhibiting, please contact Chris Ritchie at 1-212-885-2799 or sponsor@ssonetwork.com.

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