• Share
  • Email
  • Embed
  • Like
  • Save
  • Private Content
Shared Services For Finance & Accounting
 

Shared Services For Finance & Accounting

on

  • 5,209 views

The SSFA 2009 Summit’s new interactive approach encourages you to network, benchmark and learn with top industry leaders during interactive roundtables, in working groups and from case study ...

The SSFA 2009 Summit’s new interactive approach encourages you to network, benchmark and learn with top industry leaders during interactive roundtables, in working groups and from case study presentations, discussion panels and keynotes.
Learn how to take advantage of the following trends and opportunities
• TRANSITION from simple provision of information, data and snapshots of financial performance to performing a more sophisticated analytic and forecasting function to business units and SUPPORT the strategic direction of each business unit client
• ACHIEVE additional, incremental cost savings across the board from specific improvements to the delivery of processes and services in working capital management, dispersements, invoicing, and vendor management
• MANAGE the growth of your Financial Shared Services Center and the adoption of new complex processes such as general ledger, treasury and tax accounting from combining disparate technological platforms through tactical talent recruitment
• MAXIMIZE working capital through achieving greater visibility into cash positions and realize arbitration of internal and external cash flows
• BENCHMARK models of financial shared services delivery with your peers to understand current trends in offshoring and outsourcing
Contact Sarah Thompson at sarah.thompson@iqpc.com or call 646-502-3266

Statistics

Views

Total Views
5,209
Views on SlideShare
5,165
Embed Views
44

Actions

Likes
0
Downloads
82
Comments
0

1 Embed 44

http://www.techgig.com 44

Accessibility

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

    Shared Services For Finance & Accounting Shared Services For Finance & Accounting Document Transcript

    • proudly presents: Register by 05/01/09 The 9th Annual to receive up Shared Services to $1,996 off See page 7 for details. For Finance & Accounting TM Our distinguished BEAT THE ECONOMY: Exceed business expectations – Measure panel of speakers results – Achieve cost efficiency, service and operational excellence includes David Lambert July 20-22, 2009 • Hyatt Regency McCormick Place • Chicago, IL Strategy Practice Clarkston Consulting The SSFA 2009 Summit’s new interactive approach Mark Weaver encourages you to network, benchmark and learn with Director, Finance & Accounting top industry leaders during interactive roundtables, in Shared Services and Systems working groups and from case study presentations, UPS discussion panels and keynotes. Graham Allen Director, Digital Solutions Textron, Inc. Top TOOLS that you will take away: Greg White • Analytic framework to determine categories of services and processes to include in your Financial Services Director of Accounting and Center such as: Accounts Payable, Accounts Receivable, Credit & Collections, Treasury and General Ledger Project Lead • A step by step strategy in migrating your focus on value creation from a primarily cost saving approach to ConAgra Foods becoming truly customer-centric stand-alone business unit Don Rohacek • Cost-benefit analysis to calculate implementation time and payback schedule from technology solutions to Vice President automating Accounts Payable Liberty Mutual • Model outsourcing RFPs and renegotiations – tips to leverage the down economy to your advantage Michael Cullen • Communication tools and strategies with senior management and business units to align your financial performance objectives and financial compliance goals with corporate long and short term strategies Senior Vice President Marriott International • Customer satisfaction measurement tools Craig Chapman, Ph.D. • Dashboard views and corporate scorecards to ensure that your financial SSC can cope with increasing workload of absorbing additional processes from business units Kellogg School of Management • Key requirements checklist for a financial shared services center location, domestically and abroad Jake Farkas Director of Financial and Accounting Business Process Why Attend in 2009: Learn how to take advantage of Outsourcing Trinity Industries the following trends and opportunities Kevin O’Connor TRANSITION from simple provision of information, data and snapshots of financial performance to performing a more sophisticated analytic and forecasting function to business units and SUPPORT the strategic direction of APEX Analytix each business unit client John Craig ACHIEVE additional, incremental cost savings across the board from specific improvements to the delivery of Readsoft processes and services in working capital management, dispersements, invoicing, and vendor management Margaret Kelly MANAGE the growth of your Financial Shared Services Center and the adoption of new complex processes such Trintech as general ledger, treasury and tax accounting from combining disparate technological platforms through tactical talent recruitment Michael J. Glim MAXIMIZE working capital through achieving greater visibility into cash positions and realize arbitration of Vice President, Procurement and internal and external cash flows Strategic Sourcing BENCHMARK models of financial shared services delivery with your peers to understand current trends in off- Harris Bank shoring and outsourcing Sponsors: Obtain CPE Credits, see page 7 for more details. REGISTER ONLINE AT www.iqpc.com/us/ssfa or CALL US AT: 1-800-882-8684
    • Who Will Attend: CFOs, SVPs, VPs, Directors and The 9th Annual Managers responsible for: Shared Services • Finance & Accounting • Treasury • General Ledger For Finance & Accounting TM • Credit & Collections • Tax • Payroll • Accounts • Insurance & Dear Colleague, Payable Risk • Accounts • Controller Cash is king, now more than ever Receivable . This is not a surprise to you in your • Dispersement shared services organization. How financial • Travel & ever, liquidity, cash management Expenses • Cash just some of your concerns. The com and credit are bination of automation and outsourc management core financial transaction processin ing of g is prompting a fundamental shift of shared services organizations. in the role The shared services service delivery quickly evolving towards end-to-e model is 2009, is your shared services orga nd process ownership and decision support. In Sponsorship and nization taking advantage of opp Exhibition Opportunities grow, improve the bottom line of ortunities to your company and improve service you have a strategy for improving delivery? Do Sponsoring the 2009 Shared Services for the management of compliance with Oxley and other regulatory directive Sarbanes- Finance & Accounting Summit is an s? Do you know which geographic excellent opportunity for your company provide the best options for your locations SSO? to showcase its products and services to an audience of high-level decision- Taking place in Chicago, IL from makers and budget holders attending July 20th – 22nd 2009, the 2009 Sha Services for Finance and Accoun red the conference. SSON and IQPC help ting Summit will address these que specifically. The event will bring toge stions companies like yours achieve important ther senior executives from financia sales, marketing and branding objectives services organizations of top com l shared panies in an exciting interactive foru by setting aside a limited number of practical tools and actionable insig m, delivering hts into optimizing every practice event sponsorships and exhibit spaces – financial shared services organiza within your all of which are tailored to assist your tion. Whether you are trying to mee savings percentages through wor t targeted organization in creating a platform to kflow technologies for accounts paya maximize its exposure at the event. implementing effective debt man ble or agement and credit management monitor your customers, the Sum policies to For more information on sponsoring or mit will provide you with opportu harness the knowledge of top indu nities to exhibiting at the 2009 Shared Services stry experts and also the collective for Finance & Accounting Summit, of your peers who are facing the experience same challenges. please contact Mario Matulich at (212) 885-2719 or sponsorship@iqpc.com Please take a few minutes to read through the agenda, and then visit – www.iqpc.com/us/ssfa. I look forw our website ard to meeting you in Chicago in most important meeting of the year July, at the About SSON for strategic sourcing leaders. SSON provides Best regards, research, training and networking for over 4,500 shared services executive your ximize members from over 50 countries around P.S. Ma xperience the world. Whether you need resources ge learnin ttending to write a report, facts to benchmark a performance against or simply want to by e eractiv meet some of your peers at the same Tatiana S. Diykova our int hops! stage of development, we can support Senior Conference Director works you. Sign up today, for $149.99 and receive benefits that will help you take IQPC e 7 and your implementation to the next level. See pag day! register to Website: www.ssonetwork.com Email: info@ssonetwork.com Phone + 44 (0) 20 7368 9300 About Our Sponsors APEX Analytix serves global shared services ReadSoft is the global leader in Document Automation, which lowers with recovery audit services and technology business costs, speeds up document processing and provides better control solutions that prevent, detect, and rapidly of incoming documents. We offer invoices, forms, EDI, mailrooms and indexing business recovery overpayments; support compliance, mitigate solutions and are certified software partners with SAP and Oracle. Organizations like Avon, CSC, risk, and provide insight into accounts payable, Porsche and more are increasing business efficiency with ReadSoft. Website: www.readsoft.com purchasing and the procure to pay process. The company has over 40 software installations – more than any Trintech, Inc. (NASDAQ: TTPA) is a global software, technology services, and provider of A/P recovery audit services and prevention hosted application services company specializing in transaction verification, software. The software has prevented more than $1 reconciliation, process management and compliance. Trintech provides solutions for automating billion in overpayments. APEX Analytix serves more than and analyzing account reconciliation and certification processes to ensure enterprise-wide 30 of the Fortune 100 and has 110 active software and compliance with internal business controls and Sarbanes-Oxley requirements. Website: service clients. Website: www.apexanalytix.com www.trintech.com 2 REGISTER ONLINE AT www.iqpc.com/us/ssfa or CALL US AT: 1-800-882-8684
    • Pre-Conference Workshops Monday, July 20, 2009 A 8:00 – 10:45 7:30 Coffee and Registration Building the Business Case for Shared Services in Finance and Accounting This workshop will guide you through how to structure and deliver a the proposed solution successful business case for shared services in finance and accounting. • Providing a baseline for cost management during development and You will learn how to identify and gather information that is critical to future benefit tracking convince senior management to support your initiative, quantify and • Establishing success criteria detail the associated costs and quantifiable (labor and non-labor) and How you will benefit: non-quantifiable benefits of your proposed solution. We will address • Benchmark with fellow workshop participants on communication different business case structures depending on where your shared strategies that work services organization is in its lifecycle. • Avoid common mistakes in business case writing What will be covered: • Practice your pitch • Providing a background and context to the proposal • Brainstorm answers to common push-back questions from senior • Communication strategy to present business needs, options for management meeting these needs, costs and benefits • Structure to estimate costs, benefits, and related financial metrics of Workshop leader to be confirmed B 11:00 – 1:45 10:30 Registration. Lunch will be served Top Benchmarking Strategies to Prove Continuous Added Value of Your Shared Services Center The future of your shared services organization is dependent on your • Leverage your technology investment to provide visibility and control organization’s ability to trend and benchmark its performance, of your processes internally and with your competitors. How do you know if you are • The best companies get better during the down cycles, how to stay being successful? Fully optimizing a mature, single or multi-functional focused and become stronger shared services center can be challenging. And don’t forget your • Building quantifiable measures into the performance plans of your staff customer! Learn to provide consistent and measurable customer service How you will benefit: to ensure that the enterprise understands the true value of your shared • Ten missed cost savings opportunities services organization. In this interactive workshop you will zoom in on • Ten self-funded improvement opportunities without the consultants ways to measure the performance of people, processes and systems. • Ten improvement opportunities with less than 6 months ROI What will be covered: • Ten actions to get the most from your technology investments • Tough times require fact based decisions • Ten steps required to define and adopt a measurement culture • Performance Improvement is everyone’s responsibility Workshop leader: David Hebert, 3cInsight C 2:00 – 4:45 1:30 Registration The Next Generation in Assessing and Managing Risk In the current economy, stakes for risk management decisions are this workshop, learn how to: higher than ever and thus these decisions need to be supported by a • Establish an effective analytic approach to performing a risk analysis higher level of detail. Determining that appropriate level of detail is a of a company’s controls and vendor management matter of understanding and grappling with variables that inevitably • Identify specific areas of fraud in the procure-to-pay process challenge the risk management process. There is a need to be able to • Benchmark best practices, do’s and don’ts with your peers critically assess the effectiveness and efficiency of all sources of risk Workshop leader: Kevin O’Connor, APEX Analytix management information and define areas of potential exposure. In D 5:00 – 7:45 4:30 Registration Accounts Payable Bootcamp: Leveraging Technology to Automate and Optimize Invoicing AP is often wrought with manual and inefficient processes that cause • Cost-benefit framework to identify cost-savings and ROI through huge delays and become very costly to the organisation . In an automation of invoicing/document flow economic downturn, many organizations are reacting by undertaking • Targeting early payment discounts an across-the-board cost cutting exercise, targeting IT, spend and How you will benefit: procurement specifically. Attend this workshop to learn how a focus on • Benchmark you current AP practices to identify areas for improvement internal cost optimization programs aiming at longer-term process and recognized/unrecognized processing costs improvements that align the business objectives of reducing operating • Develop an AP process improvement business case costs and expenses, and improve efficiencies.. • Take-away best practices and do’s and don’ts lists of technology What will be covered: selection, implementation and management • Analysis of AP processes, pain points and costs Workshop leaders: John Craig, Readsoft and client Sponsors: 3
    • Main Conference Day One Tuesday, July 21 2009 , 7:15 Registration & Coffee 9:00 Panel Discussion: Leveraging Different Structures in Shared Services Delivery Models to Optimize 8:00 Chairperson’s Welcome and Opening Remarks Scarce Resource Utilization and Mitigate Risk David Lambert, Strategy Practice, Clarkston Consulting 8:15 Keynote: The Future of Financial Reporting - Implications of the Global Credit Crisis for Financial Mark Weaver, Finance and Accounting Shared Services and Shared Services Organizations Systems, UPS Craig Chapman, Ph.D., Kellogg School of Management Graham Allen, Director, Digital Solutions, Textron Inc. The credit crisis and the volatility of the global economy have There is no single silver bullet for a state of the art shared services shined the light on shared services centers and their ability to organization. Different models of finance service delivery make use leverage a centralized operating platform for efficient liquidity of centralized, decentralized, off-shore, on-shore, captive and management. However, the downturn in the economy is also an outsourcing structures. During this session panelists will present opportunity to take advantage of access to financial data and analytic frameworks that helped them decide upon their own information to provide analytic and forecasting functions to adopted models of financial shared services delivery. Learn how to: business units. How will this opportunity be impacted by changes • Assess the advantages and disadvantages of each financial in financial regulation? Learn how to: services delivery model and implications of your decision in the • Deliver strategic insights into cash inflows and outflows current economic climate • Prepare your shared services organization for evolution in • Determine the scope of your financial services transformation – financial regulatory changes (i.e. increased transparency, general given each model, what are the practical guidelines for purpose financial reporting requirements for capital markets and consolidation, centralization and outsourcing? the regulatory reporting) • Match performance metrics to each solution and to a hybrid • Implement checks and balances to support performance of solution business units 10:00 Morning Networking Break Key Shared Services Elements Key Processes and Functions 10:45 Designing Effective and Efficient Delivery of Finance & Roundtable Discussion: Successfully Integrating Accounting Services from the Ground-Up – How to Outsourcing into Your Service Delivery Strategy Invest Right to Save More Moderators: Panelists include: Don Rohacek, Vice President, Liberty Mutual David Lambert, Strategy Practice, Clarkston Consulting Jake Farkas, Director of Financial and Accounting Business For an organization seeking to create a shared services center from the Process Outsourcing, Trinity Industries ground up, speedy implementation, effective service delivery and tight Working with an outsourcing provider is an attractive option to refocus alignment with corporate strategy are paramount. However, the your organization on internal strengths. However, what is the process diversity of financial services delivery models, automation solutions and for making a decision to outsource and what are the implications for internal challenges in securing senior management buy-in frustrate business strategy, corporate structures, acquisitions and divestitures? many nascent initiatives to set up shared services centers. Make sure Learn how to use the following tools: that you are making the right investments in technology and talent by • An analytic framework for the “make vs. buy” decision learning how to use the following tools: • Criteria to determine in house capabilities and strengths • An analytic framework to distinguish between categories of services • valuation framework for outsourcing solutions and specific processes to include in a Financial Shared Services Center • Models to set-up RFPs and those to keep local in business units • Cost-benefit analysis to determine cost and implementation time (costs) vs. payback schedule • A checklist of information, data, analysis and benefits to present to senior management in order to achieve buy-in and support for your shared services center 11:45 Working Groups: Linking Shared Services with units to keep track of changing priorities Enterprise Business Strategy to Move from • How to determine if your shared services strategy truly links to Transaction Based Efficiencies to Sustained your business strategies: warning signs Organizational Capability • How do you know if your metrics and benchmarks are up to date In this interactive session you will discuss the solutions your peers and your advisory board is relevant? have put in place around the following challenges: • Communication strategies with senior management and business 12:30 Networking Luncheon 4 REGISTER ONLINE AT www.iqpc.com/us/ssfa or CALL US AT: 1-800-882-8684
    • 1:30 Panel Discussion: A Structural Approach to • Scope: an analytic framework to determine which functions are Managing Growing Pains of an Expanding Shared no longer needed on-shore Services Center • Location: a research template to analyze the area including important compliance issues such as government laws and Panelists include: customs, tax regulations and availability of talent pool Mark Weaver, Finance and Accounting Shared Services and • Configuration: a checklist to create a corporate culture which Systems, UPS aligns with home office: setting up hours, establishing protocols David Hebert, 3cInsight and interpreting cultural differences • Common pitfalls: licensing, documentation The unprecedented growth of shared service organizations which are incorporating additional services from the business units, 3:15 Afternoon Networking Break present a number of challenges such as how to consolidate service delivery from regional offices, how to define and implement 4:00 Achieving Operating Efficiencies in Accounts performance metrics for newly absorbed services and how to Payables Through Automation to Reduce Costs and combine often disparate technological platforms. In this session Improve Effectiveness panelists will share: • Examples of governance structures to avoid disturbance to John Craig, Director of Sales, Readsoft business and absorb new services rapidly Lynn Smith, Staff Manager – Finance, Verizon Wireless • Performance metrics and criteria for success to ensure comparable and enhanced service delivery Utilizing technology to improve workflow optimization, minimize • Communication tools to harness knowledge from business units errors and achieve efficiency gains is an attractive proposition for and manage loss of talent (close consultation with clients shared services organizations faced with dwindling budgets and programs, internal formal/informal training programs) pressure from business units. However, in this economic climate, there is no room for error and investments in automation must balance 2:15 Roundtable Discussion: Best Practices for Setting expected outcomes with prudent spending. In this session, learn to Up a Captive Off-Shore Center utilize the following tools to make your AP automation decision: • Data capture techniques and technologies Moderator: • Evaluation method for determining the right e-invoicing/e-pay Graham Allen, Director, Digital Solutions, Textron Inc. solutions • Strategy to establish key metrics for AP automation Globalization has increased the number of options for setting up • Strategy to establish internal AP controls an off-shore shared services center. However, expanding off-shore activity carries with it increased risk, logistical and legal considerations. Learn to navigate these minefields by leveraging 4:45 Chairperson’s Closing Remarks your speaker’s and fellow participants’ expertise in the following: Main Conference DayTwo Wednesday, July 22, 2009 7:30 Registration & Coffee One of the key elements of a successful shared services organization in the ability to provide consistent and measurable 8:00 Chairperson’s Opening Remarks customer service to ensure performance excellence. Business units require seamless service delivery as they are increasingly relying on 8:15 Panel Discussion: Improving Operational shared services centers for business intelligence and on-going Performance of Your Shared Services Center to operational support. Learn to take advantage of the following Achieve Greater Efficiency, Effectiveness and Drive tools in order to serve as a “best in class” financial services delivery Customer Satisfaction organization: • An approach to performance metrics review Panelists include: • Examples of continuous improvement programs Peter Mares, Vice President, Integrated Finance Service • Feed-back loop between KPI and client’s strategic plans Delivery, Unisys Corporation • Setting up an advisory board • Example of a program for customer engagement and satisfaction Michael Cullen, Senior Vice President, Marriott International • Customer satisfaction measurement tools Key Shared Services Elements Key Processes and Functions 9:15 Panel Discussion: Improving Controls, Visibility and Roundtable Discussion: ERP Optimization Performance in Order-to-Cash Cycles The ability to optimize the technology underpinnings of the finance functions is critical for companies to derive Panelists include: maximum value from their data to drive business decisions. However, Bill Chase, Director, Order to Cash, Intuit many companies could be using their ERP platforms more efficiently Michael Elliott, Director, Credit, RRD and effectively, whether in scope of services or functions. Learn how to: Breakdowns in credit management, order quality assurance, inventory • Develop a set of performance improvement objectives that can be transaction reconciliation, collections, cash application and cash ...continued on next page Sponsors: 5
    • forecasting can cause revenue leakage, delayed payments, write-offs facilitated using ERP and related technologies and lost business. Learn how to arm yourself against these lurking • Identify legacy internal business processes that may be impeding the dangers through implementing the following strategies: optimal performance of your ERP system • Consistent controls and auditable processes based on common data, • Institute a streering committee of senior management (CFO office), rules and information process owners and IT team to oversee the optimization process • Management dashboard views, corporate scorecards, online reporting, exception or threshold driven alerts 10:15 Morning Networking Break 2:15 Working Groups: Recruiting, Retaining and Nurturing Talent in a Shared Services Center 11:00 Shared Service Reconciliation Process: Reduce Cost, During Recessionary Times Increase Management Visibility As corporations change their financial services delivery strategy, the need for new skills and talents emerges. The ability to manage Margaret Kelly, Financial Solutions Consultant, Trintech offshore resources, harmonize global standards and integrate a & client more diverse corporate team are surfacing as key talent The account reconciliation process is one of the most critical requirements in a new service delivery paradigm. Ability to source, controls ensuring the accuracy of financial reporting, yet for most train and manage talent is emerging as one of shared services’ firms, the process is almost entirely manual. Sound financial most critical factors. In this session, benchmark against the controls will improve operational efficiencies, reduce costs, increase solutions your peers have already put into place in the following financial transparency, enhance risk management capabilities and topic areas: ensure strict regulatory compliance. This session applies the • Communication strategies principals of “sustainable compliance” to optimize the • Training programs (internal and cross functional) reconciliation process and to ensure they meet the control • Career pathing and planning objectives. • Compensation structures • Standardize of monthly account reconciliation strategies • Streamline month end accounting and accruals 3:15 Afternoon Networking Break • Tighten standards for approval of expense spending 3:45 Fraud Detection in Financial Shared Services 11:45 Maximizing Working Capital through Effective Client Presentation with APEX Analytix Debt Management and Credit Management Financial Shared Services centers’ concern over risk of fraud in the Terri Harris, Senior Manager of Business Operations, Harris procure-to-pay process is ever more acute in the current economic Corporation climate because of the implications for the enterprise bottom line The impact of the credit crisis on cash flow and liquidity has and SSO’s own financial performance. As vendors are hit by brought trade receivables management to the forefront of greater economic instability and deteriorating market conditions, corporate finance. Learn how to best manage the largest asset on the risk of fraud is on the rise. your balance sheet and make sure that it serves as the largest Learn how to: source of funds for your company. • Establish a framework to identify areas of potential exposure to • Tools to monitor and trend customers’ creditworthiness vendor fraud • Collections and dispute management tools • Identify components of your vendor risk initiative • Key metrics to measure the success of your credit and collection • Monitor for changes in vendor behaviour and assess deviations services from norm • Implement protocols for real-time response 12:30 Networking Luncheon 4:30 Quick-fire Session with Shared Services All Stars: 1:30 Panel Discussion: Improving Financial Governance 30 Ideas in 40 Minutes and Compliance in Shared Services Panel of experts will break down the tools and activities that have had the greatest impact on their business. The panel also Panelists include: brainstorms next-steps and outlines quick-wins for conference David Lambert, Strategy Practice, Clarkston Consultingp participants for next day action. Successfully embedding compliance and risk management into Don Rohacek, Vice President, Liberty Mutual financial processes to increase transparency, ensure data quality and streamline financial is challenging with diminishing staff, IT Terri Harris, Senior Manager of Business Operations, Harris and investment resources. New regulatory requirements in light of Corporation the fallout from the credit crisis in the US pose additional, Lynn Smith, Staff Manager – Finance, Verizon Wireless unknown challenges for shared services organizations. Learn how to: Michael Elliott, Director, Credit, RRD • Employ strategies and tools to streamline financial controls for Peter Mares, Vice President, Integrated Finance Service account reconciliation, key accounting activities, financial Delivery, Unisys Corporation analytics and spreadsheet compliance • Implement structures to improve risk management capabilities 5:15 Chairperson’s Closing Remarks and Close of and ensure strict regulatory compliance on tax and Sorbanes- Conference Oxley requirements 6 REGISTER ONLINE AT www.iqpc.com/us/ssfa or CALL US AT: 1-800-882-8684
    • CPE Credits Penton Learning Systems d.b.a International Quality and Productivity Center is registered with the National Association of Why Attend in 2009: 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 Sponsors, 150 Fourth Avenue Balance – Find the right model of centralized vs. North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org decentralized, on-shore vs. off-shore, captive vs. outsourced financial services delivery for your organization and This program stands as BASIC as there are no prerequisites or advanced preparation benchmark against your competitors requirements to attend our conferences. “Group Live” delivery method. Scope – Understand the implicit benefits and liabilities of a About the venue decision as to which services to include in your shared services Hyatt Regency McCormick Place centre and which to keep with business units 2233 S Martin L King Drive, Chicago, IL 60616 Tel: 1-800-233-1234 Fax: 1-312-528-4000 Location – Learn about current trends in locating SSCs Web: www.mccormickplace.hyatt.com off-shore, emerging market locations and how to weigh cost The Hyatt Regency McCormick Place is conveniently located in downturn Chicago benefits versus risk and is connected to North America’s largest conference center. Take in the incredible views of downtown from contemporary guestrooms, savor a variety of Performance – Develop a structure for reaching delicious cuisines in our popular restaurants, or relax in the indoor pool and fitness center. This versatile hotel remains the preferred choice for visitors year after year. sustainable improvement results in a transactional environment IQPC has a reduced-rate room block for participants of the Shared Services for Finance and Accounting conference at the Hyatt Regency McCormick Place. For Technology – Understand where to spend money on room reservations, please contact the hotel directly at 1-312-567-1234. Be sure to mention that you are attending IQPC’s Shared Services for Finance and Accounting technology solutions to support the operations of your conference for the group rate when making your reservations. The group rate is strained SSO available 3 days prior and 3 days post event dates, before June 26, 2009. Registration Information Qualified Shared Services and Finance and Accounting Professionals Register by Register by Register by Register by Register by Standard 4/17/2009 5/1/2009 5/15/2009 5/29/2009 6/26/2009 Price Conference Only (save $700) (save $600) (save $500) (save $400) (save $200) $1,099 $1,199 $1,299 $1,399 $1,599 $1,799 All Access Pricing (save $1,996) (save $1,796) (save $1,596) $1,999 $2,199 $2,399 Workshops Only $549 each $549 each $549 each $549 each $549 each $549 each Solution Providers, Consultancies and Software Providers Register by Register by Standard 5/29/2009 6/26/2009 Price Conference Only (save $800) (save $400) $1,999 $2,399 $2,799 All Access Pricing (save $2,196) (save $1,996) (save $1,796) $2,799 $2,999 $3,199 Workshops Only $549 each $549 each $549 each Please note that multiple discounts cannot be combined. information, please contact customer service at 1-800- For IQPC’s Cancellation, Postponement and 882-8684. Substitution Policy, please visit A $99 processing charge will be assessed to all www.iqpc.com/cancellation registrations not accompanied by credit card payment at Details for making payment via EFT or wire the time of registration. transfer: JPMorgan Chase Special Dietary Needs: If you have a dietary restriction, Penton Learning Systems LLC dba IQPC: 957-097239 please contact Customer Service at 1-800-882-8684 to MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC * ABA/Routing #: 021000021 discuss your specific needs. CT residents or people employed in the state of CT must Reference: Please include the name of the attendee(s) add 6% sales tax. ©2009 IQPC. All Rights Reserved. The format, design, and the event number: 11034.003 content and arrangement of this brochure constitute a Team Discounts: For information on team discounts, Payment Policy: Payment is due in full at the time of trademark of IQPC. Unauthorized reproduction will be please contact IQPC Customer Service at 1-800-882- registration and includes lunches, refreshment and actionable under the Lanham Act and common law 8684. Only one discount may be applied per registrant. detailed conference materials. Your registration will not principles. Special Discounts Available: A limited number of be confirmed until payment is received and may be discounts are available for the non-profit sector, subject to cancellation. government organizations and academia. For more Sponsors: 7
    • International Quality & Productivity Center proudly presents 535 5th Avenue, 8th Floor New York, NY 10017 The 9th Annual Shared Services For Finance & Accounting ❑ Conference Only ❑ Workshop(s) Only ❑ ALL ACCESS PRICING Please Choose Your Workshops: ❑A ❑B ❑C ❑D Your customer registration code is: When registering, please provide the code above. Name__________________________________ Job Title ________________________ Organization____________________________________________________________ Approving Manager______________________________________________________ Address_______________________________________________________________ City__________________________________State______________Zip___________ Phone________________________________Fax_______________________________ E-mail__________________________________________________________________ 5 EASY WAYS TO REGISTER: ❑ Please keep me informed via email about this and other related events. 1 Web: www.iqpc.com/us/ssfa ❑ Check enclosed for $_________ (Payable to IQPC) 2 Call: 1-800-882-8684 or 1-646-378-6026 ❑ Charge my __Amex __Visa __Mastercard __Diners Club 3 Email: info@iqpc.com Card #____________________________________Exp. Date___/___ 4 Fax: 1-646-378-6025 Details for making payment via EFT or wire transfer can be found on 5 Mail: IQPC preceding page. 535 5th Avenue, 8th Floor ❑ I cannot attend, but please keep me informed of all future events. 11034.003/ST New York, NY 10017 Our distinguished panel Registe of speakers includes proudly presents: r by 05/ 01/09 David Lambert, Strategy Practice, to rece ive up Clarkston Consulting to $1,9 See pa 96 off Mark Weaver, Director, Finance & ge 7 fo r details . Accounting Shared Services and The 9th Annual Systems, UPS Shared Services TM Graham Allen, Director, Digital Solutions, Textron, Inc. Greg White, Director of Accounting and Project Lead, ConAgra Foods For Finance & Accounting Don Rohacek, Vice President, Liberty Mutual Michael Cullen, Senior Vice President Marriott International BEAT THE ECONOMY: Exceed business expectations – Measure Craig Chapman, Ph.D., Kellogg School of Management results – Achieve cost efficiency, service and operational excellence Jake Farkas, Director of Financial and Accounting Business Process Outsourcing, Trinity Industries July 20-22, 2009 • Hyatt Regency McCormick Place • Chicago, IL Kevin O’Connor, APEX Analytix John Craig, Readsoft The SSFA 2009 Summit’s new interactive approach encourages you to network, Margaret Kelly, Trintech benchmark and learn with top industry leaders during interactive roundtables, in Michael J. Glim, Vice President, Procurement and Strategic Sourcing working groups and from case study presentations, discussion panels and keynotes. Harris Bank Sponsors: Obtain CPE Credits, see page 7 for more details. REGISTER ONLINE AT www.iqpc.com/us/ssfa or CALL US AT: 1-800-882-8684