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EARLY BIRD OFFER! Register and pay by 12 September and save up to $400! 
n Main Conference: 22 – 23 October 2014 
n Workshops: 22 – 23 October 2014 
n Venue: Swissôtel, Sydney, NSW 
Incorporating 
Talent Management, Predictive Analytics, Business Model Innovation, Process Optimisation and Procure-to-Pay 
MAXIMISE YOUR TIME OUT OF 
THE OFFICE AT THE INTERACTIVE 
WORKSHOPS: 
www.fi nancetransformation.com.au 
FEATURING 27 INDUSTRY LEADERS INCLUDING: 
Justine Waddick, 
Director of Purchase 
to Payment Services, 
Monash University 
James Marsh, 
Chief Financial Offi cer, 
Vodafone 
Matthew Ricker, 
General Manager, 
Financial Reporting 
& Management 
Information, NAB 
Josee Lemoine 
Director Innovation & 
Business Performance, 
Telstra 
Adam Campbell, 
Chief Financial Offi cer, 
Flight Centre 
Paul Pemberton, 
Manager Corporate 
Accounting, 
DB Schenker 
Workshop A: 
Finance Transformation 101 
Workshop B: 
Change Management Strategies for Transforming 
the Finance Function 
Event Partners: Exhibitors: 
22 case studies 
from leading 
organisations such 
as Telstra, GE, 
Optus and 
Woolworths 
Networking Partners: 
Organised by:
Dear Finance Transformation Professional, 
This year’s Finance Transformation Summit is all about giving you the 
tools required to make your Finance team true strategic business partners, 
moving them from reactive to proactive, by focusing on the following key 
topics: 
• People: Strategies for moving staff up the value curve, and change 
management tools for bringing them on the journey with you 
• Data: Maximising the value of the data at your disposal for advanced 
reporting and forecasting 
• Structure: Deciding on the right blend of shared services, outsourcing 
and automation for your organisation 
• Process: Reducing waste and ineffi ciency through automation, process 
excellence and end to end process owners 
To help you achieve these goals, this year the event is much more case 
study focused than ever before, with insights from leading organisations in 
Australia and New Zealand. 
Also, new for 2014, the 10th Annual Procure-to-Pay Forum has been 
incorporated into the event, to refl ect the increasing strategic importance of 
the P2P process. 
To register your place, call +61 2 9229 1000, email 
registration@iqpc.com.au or visit 
www.fi nancetransformation.com.au 
I look forward to seeing you in October. 
T: +61 2 9229 1000 î F: +61 2 9223 2622 î E: registration@iqpc.com.au î W: www.financetransformation.com.au 
Kind regards, 
Ross Clayton 
Head of SSON A/NZ 
EARLY BIRD 
OFFER! 
Register and pay 
by 12 September 
and save up to 
$400! 
6 REASONS 
why Finance Transformation 
2014 is the event to attend 
this year: 
The CFO Boardroom, a closed door 
interactive session enabling you to 
build a network of senior fi nance 
peers 
22 case studies from leading 
organisations such as Telstra, GE, 
Optus and Woolworths 
The integration of the 10th Annual 
Procure-to-Pay Forum, refl ecting 
the increasing strategic importance 
of the end to end process 
2 workshops on Change 
Management, and Developing a 
Finance Transformation Strategy 
‘Big Ideas’ speakers – out of the 
box speakers designed to get you 
thinking 
A combination of presentations, 
panel discussions and 
roundtables, designed to give you 
the right blend of case studies and 
interactive content 
1 
2 
3 
4 
5 
6 
Exclusive Sponsorship 
Opportunities 
Could your company benefi t 
from two days of senior level 
networking and exposure in front 
of decision makers actively seeking 
innovative and effective solutions 
for their global or regional fi nance 
transformation projects? 
If the answer is yes, then Finance 
Transformation 2014 is the perfect 
platform for your business. 
Exhibition and sponsorship options 
are extensive but strictly limited 
to 10 solution providers. Packages 
can be tailor-made to suit your own 
business development needs. 
For more details, call 02 9229 
1050 or email sponsorbranding@ 
iqpc.com.au.
2014 SPEAKER FACULTY 
Josée Lemoine, 
Director Innovation & 
Business Performance, 
Telstra 
Nigel Clarke, 
Outsourcing Relationship 
Manager, Asia Pacifi c, 
Tyco 
David Lynch, 
Chief Financial Offi cer, Life 
Without Barriers 
Julie Wynne, 
Financial Director, 
Hudson 
Steven Raynor, 
Head of Organisational 
Effectiveness & Change, 
QBE 
Paul Pemberton, 
Manager Corporate 
Accounting, 
DB Schenker 
Wayne Morgan, 
Chief Financial Offi cer, 
Victoria University of 
Wellington 
Ben Gray, 
Director of Financial 
Operations, 
Singtel Optus 
Renee Armstrong, 
Procurement Operations 
Manager, 
Woolworths 
Justin Savaille, 
Business Services Manager, 
APAC/Africa, 
Ausenco 
Greg Dennis, 
Corporate Administration 
Programme Manager, 
Austrade 
Martin Kizek, 
Asia Pacifi c Shared Services 
Centre Manager, 
Unisys 
Morag Leith, 
LEAP! Project Director, 
Holcim 
Alex Kathestides, 
Finance Director, 
KONE 
Adam Campbell, 
Chief Financial Offi cer, 
Flight Centre 
Matthew Ricker, 
General Manager, Financial 
Reporting & Management 
Information, NAB 
Darrell Farley, 
Finance Transformation, 
Auckland Council 
Mirijana Jovic, 
ANZ Operations Manager, 
GE 
Sarah Gray, 
Manager, Billing & 
Credit Management 
and Requisition to Pay, 
Auckland Council 
Michael Pole, 
Finance Operations 
Manager, 
ElectraNet 
Justine Waddick, 
Director of Purchase to 
Payment Services, 
Monash University 
Patrick Eustace, 
Finance Transformation 
and Project Management, 
Ruralco Holdings 
Limited 
Nick Johnson, 
National Customer 
Administration Manager, 
Fuji Xerox 
James Marsh, 
Chief Financial Offi cer, 
Vodafone 
Grant Johnstone 
Commercial Payment 
Solutions, 
MasterCard Worldwide 
Ann Furlong 
Director of Operations, 
BlackLine Systems 
T: +61 2 9229 1000 î F: +61 2 9223 2622 î E: registration@iqpc.com.au î W: www.financetransformation.com.au
INTERACTIVE WORKSHOPS 
Workshop A: 
22 October 2014 • 18:00 – 20:00 
Finance Transformation 101 
Finance Transformation enables CFOs and fi nance executives to improve business 
performance and shareholder value while actively improving operational effectiveness 
and effi ciency. In this session, Patrick will outline how to get started on your Finance 
Transformation journey by focusing on the following key factors: 
• Developing a transformation roadmap 
• Understanding which processes and functions to centralise 
• Retaining a decentralised fi nance function to provide commercial support to the 
T: +61 2 9229 1000 î F: +61 2 9223 2622 î E: registration@iqpc.com.au î W: www.financetransformation.com.au 
business 
• Streamlining business processes in order to reduce waste and ineffi ciency 
• Identifying and recruiting staff who offer additional value to the business 
Workshop Facilitator: 
Patrick Eustace 
Finance Transformation and Project Management 
Ruralco Holdings Limited 
Patrick Eustace is a Chartered Accountant with 20 years senior fi nance and business 
experience gained in leading blue chip organisations internationally. 
Currently he is Finance Transformation and Project Manager at Ruralco Holdings Limited 
(ASX listed with sales of $1.2bn), leading the Network Finance transformation and Record 
to Report automation projects. 
Prior to that, Patrick had a 14 year career with George Weston Foods Limited (Subsidiary 
of Associated British Foods Plc, sales of $2bn and well-known brands – Tip Top and 
DonKRC), including fi ve years as General Manager of the Ingredients Division and 
culminating in Director, Finance and Business Improvement roles at the Group Corporate 
Offi ce. 
Patrick led several signifi cant cross functional transformational projects and supported 
the Group CFO to transform GWF’s fi nance function to an effi cient centralised shared 
service, effective decentralised commercial support partners and for high performance. 
Workshop B: 
23 October 2014 • 17:30 – 19:30 
Change Management Strategies for Finance 
Transformation 
As the requirements of the fi nance change, so an inevitable clash occurs between those 
who are pioneering the new role for fi nance, and those who were educated in the ways 
of the past. In this master class Michelle will outline how to bring your fi nance team on 
the transformation journey, through a focus on: 
• Your role as an agent of change and your impact on the wider transformation 
• How the brain reacts to change, and how to avoid a fi ght or fl ight response 
• Learning how to adjust your communication style, both verbal, written and nonverbal, 
to the needs of a particular situation 
• Using effective conversation to drive the performance of your staff 
Workshop Facilitator: 
Michelle Gibbings 
Change Expert 
Michelle is a transformation and change expert who is dedicated to working with 
organisations to help facilitate and guide them through complex organisational changes. 
She has worked across multiple industry sectors and disciplines, holding senior leadership 
positions in project management, change management, risk management and strategy. 
Her most recent roles were the General Manager of Strategic Change and Engagement 
for NAB’s NextGen Program, and Transformation Management Offi ce and Change 
Director for AMP’s transformation program. 
Having hands on experience in the challenges and opportunities that come with building 
and implementing transformation pathways in organisations, she is able to share practical 
ideas along with the latest thinking on how to optimise change outcomes by building 
capability and buy in.
CONFERENCE DAY 1 
Wednesday, 22 October 2014 
08:30 Registration and Coffee 
09:00 Chairman’s Opening and Welcome 
09:10 Keynote: Transforming the Finance Function at Telstra 
In her role as the Director of Innovation and Business Performance, Josee is responsible 
for maximising the benefi t that the fi nance function provides to the rest of the 
organisation by: 
• Consolidating the fi nance shared services organisation 
• Rolling out a centre of excellence for analytics to generate insight, and attracting the 
necessary talent 
• Creating a single source of truth through the Business Intelligence Centre of 
Excellence, which houses the biggest data warehouse in Australia 
Josée Lemoine 
Director Innovation & Business Performance, Telstra 
11:30 Developing a Self Service Reporting Capability 
Moving to self-service will enable fi nance to focus on value 
added deep dive analysis and modelling, rather than pulling 
retrospective reports for decision makers. 
• Working with IT to develop the necessary functionality 
• Creating a user-friendly, interactive interface 
• Using dashboards that quickly convey business 
performance and areas to be addressed 
• Conveying data using the appropriate charts and 
mechanisms 
Matthew Ricker 
General Manager, Financial Reporting & Management 
Information, NAB 
09:50 Delivering Value: Shifting the Mind Set from Reactive to Proactive 
Flight Centre have a fi nance function of over 250 people, the majority of which report 
directly into operational leaders across the business. In his session, Adam will talk about 
changing their mind set by: 
• Shifting their perceived value from being seen as a necessary overhead to strategic 
partners 
• Delivering reporting that is not just data, offering subjective viewpoints and 
engaging with stakeholders on matters beyond the traditional fi nance realm 
• Getting operations to raise their expectations of the fi nance function 
• Focusing on marginal, incremental gains rather than a big bang approach 
Adam Campbell 
Chief Financial Offi cer, Flight Centre 
11:00 Morning Refreshments and Networking Break 
Reducing the Cost-per-Transaction at the Victoria 
University of Wellington 
The Victoria University of Wellington have, in ten years, 
moved from a largely paper based process, to one that 
is consistently rated as having one of the leading set ups 
in Australia and New Zealand. They have achieved this 
through: 
• Restructuring and realigning the fi nance operations 
team at the university 
• Maximising the functionality of their ERP system 
• Automated processing and user support 
• Giving strategic emphasis to the use of procurement 
cards, and enable greater spend control and analysis 
• Creating and sustaining a continuous improvement 
culture 
Wayne Morgan 
Chief Financial Offi cer, Victoria University of 
Wellington 
CFO BOARDROOM 
CFO Boardroom: Guiding Strategic Decision Making 
CFOs are taking on a more strategic decision-making 
function, and increasingly relying on fi nancial planning to 
guide overall corporate strategy. 
The fi nance transformations of years gone by focused 
primarily on savings: cutting costs, gaining effi ciencies, and 
streamlining risk management. In today’s fast changing and 
competitive environment, it is that and much more. Like the 
CFO position itself, fi nance transformation includes a new 
focus on enabling corporate strategy, capital agenda and 
competitive advantage in the marketplace. 
With that in mind, this year’s closed door CFO Boardroom 
will help participants improve the value they offer their 
business, by facilitating a peer network with interactive 
discussions on the following key topics: 
CASE STUDY 
T: +61 2 9229 1000 î F: +61 2 9223 2622 î E: registration@iqpc.com.au î W: www.financetransformation.com.au
CONFERENCE DAY 1 
Wednesday, 22 October 2014 
CFO BOARDROOM 
Business Planning and Analysis 
• Leveraging the ever increasing amount of data available 
to organisations to drive competitive advantage 
• Effectively blending data from both internal and external 
sources 
• Avoiding organisational blind spots– how to fi nd 
meaning in the data beyond the traditional human bias 
for particular outcomes 
Finance Staff as Business Advisors 
• Devising recruitment strategies that attract individuals 
with the right combination of technical and strategic 
skills 
• Change management strategies for moving staff up 
the value chain 
• Facilitating a culture of fi nance as key business 
partners 
Operating Structure 
• Operating models that reduce the transactional 
workload, enabling greater provision of value-adding 
business partnering activities 
• Integrating the front and back offi ce to drive 
organisational performance. 
Previous attendees of our CFO Series include the likes of 
Telstra, American Express, Shell, Coles, NAB, the ATO and 
Metcash. 
12:10 Event Partner Presentation: MasterCard 
Grant Johnstone 
Commercial Payment Solutions, MasterCard Worldwide 
13:20 Networking Lunch 
14:20 Integrating Financial, Operational and Social Data 
to Create a Single Source of Truth 
All too often fi nance are unable to generate meaningful 
predictive insights due to having a fractured view of the 
business, based on disparate data sources. Decision makers 
can spend far too much time urgently scanning irrelevant, 
disconnected data to fi nd the right information when they 
need it. Life Without Barriers have looked to address this 
through: 
• Integrating data from across the business, and using it to 
understand linkages between client information and 
fi nancial data 
• Moving to infrastructure as a service 
• Accessing cost effective big data through partnering 
• Moving to predictive analysis to better target services to 
clients 
• Incorporating mobility into the wider analytics capability 
David Lynch 
Chief Financial Offi cer, Life Without Barriers 
Event Partner Presentation: BlackLine Systems 
Anna Furlong 
Director of Operations, BlackLine Systems 
Embedding the Procure-to-Pay Transformation at 
Monash University 
In 2011 Monash University undertook a transformation 
of their procure to pay process. In this session Justine 
will give an overview of their subsequent continuous 
improvement efforts. 
• Consolidating the principles borrowed from shared 
services to generate further effi ciency gains 
• Implementing an expense management tool within the 
organisation 
• Incorporating more services into the procure-to-pay 
remit 
Justine Waddick 
Director, Procure to Payment Services 
Monash University 
CASE STUDY 
T: +61 2 9229 1000 î F: +61 2 9223 2622 î E: registration@iqpc.com.au î W: www.financetransformation.com.au
CONFERENCE DAY 1 
Wednesday, 22 October 2014 
15:00 Streamlining Month End Accounting and Reporting CFO Boardroom continues. 
at Optus 
In 2012 Optus created a Shared Service “Finance Operations” 
team, to better support the Australian business following 
the reorganisation of the Singtel Group along global 
customer verticals. 
In his presentation, Ben will outline how the Financial 
Operations team have been able to deliver real cost 
effi ciencies and move towards best practice (top quartile - 
cost per revenue) through: 
• Reducing the days to close from 6 to 4 (with plans for a 
2 day close in 2014) 
• Improving reporting system response times by over 90% 
(including enabling big data / in memory processing); 
• Process standardisation and simplifi cation, and removal 
of handover points and buffers 
• Automating the balance sheet reconciliation process 
Ben Gray 
Director of Financial Operations, Singtel Optus 
Transforming Procurement at Holcim through a 
Focus on Process and Centralisation 
Morag is responsible for Project LEAP! at Holcim Australia, 
which is Holcim’s global procurement program to 
improve the way we manage purchasing at all levels of 
the business: 
• Reviewing and analysing purchasing activities across the 
whole business with the aim of greater centralisation 
• Improving supplier management and ensuring greater 
savings are captured 
• Assessing administration activities with a view to 
streamlining tasks (including purchasing) and reducing 
duplication and rework where possible 
Morag Leith 
LEAP! Project Director 
Holcim 
CASE STUDY 
15:40 Afternoon Refreshments and Networking Break 
16:10 Utilising Outsourcing to Drive up the Value of the Finance Function 
Tyco recently undertook a fi nance transformation in order to increase the value Finance 
delivers to the organisation as a strategic business partner while reducing costs. 
Specifi cally, by working with an external partner for their Accounts Payable, General 
Accounting and Tax Reporting they have been able to: 
• Realign & delayer organisation 
• Leverage technology intelligently 
• Eliminate redundant processes 
• Rebalance fi nance work 
• Redesign for effi ciencies 
This has resulted in projected savings of up to 20%, and a decrease in the cost per 
transaction of 30%. 
Nigel Clarke, 
Outsourcing Relationship Manager, Asia Pacifi c, 
Tyco 
17:10 Lessons Learned from Setting up an Offshore Shared Service Centre 
Ausenco have recently offshored their shared services team to Malaysia, which took 
only 6 months to set up and has had minimal attrition and higher than anticipated 
performance levels to date. In this session Justin will shared their lessons learned, 
including the good and bad, by focusing on: 
• Identifying locations that give you access to talent at the right cost 
• Differentiating your offering from those organisations already established offshore 
• Keeping processes stable during the transition process 
Justin Savaille, Business Services Manager, APAC/Africa, Ausenco 
17:50 Chairman’s Close 
T: +61 2 9229 1000 î F: +61 2 9223 2622 î E: registration@iqpc.com.au î W: www.financetransformation.com.au 
CASE STUDY 
CFO BOARDROOM
CONFERENCE DAY 2 
Thursday, 23 October 2014 
08:30 Registration and Coffee 
09:00 Chairman’s Opening and Welcome 
09:10 Keynote Panel: Shifting the Focus of the Finance Function from Reactive to 
Proactive 
In this session, the participants will discuss how they are increasing the value that their 
fi nance function offers the rest of the business by focusing on the following key areas: 
• Organisational Structure – what operating model strikes the right balance between 
value and cost 
• People – moving fi nance staff up the value chain, from transactional to value adding 
activities 
• Data – integrating data from across the business, and using it to support decision 
making 
Alex Kathestides, Finance Director, KONE 
Julie Wynne, Financial Director, Hudson 
James Marsh, Chief Financial Offi cer, Vodafone 
09:50 Operational and Cultural Transformation on a Global Scale 
QBE recently initiated a global transformation program to create an effective, effi cient 
and scalable operating model that will enable the organisation to work as ONE QBE 
across the globe. In this session Steven will outline how QBE’s innovative, people-focused 
approach has enabled: 
• Accelerated build-up and delivery of capability overseas; 
• Embedding of a new culture and ways of working across multiple regions; and 
signifi cant people and business benefi ts 
Steven Raynor 
Head of Organisational Effectiveness & Change, QBE 
10:30 Morning Refreshments and Networking Break 
11:00 Finance Skill Sets that Drive Strategic Decision 
Making and Support Operational Growth 
Finance functions are at the forefront of enabling 
companies to deal with market shifts, growing product 
complexity, and increasing regulation. At the same time, 
they are under pressure from senior management to cut 
costs, while providing more effective advice and support as 
business partners. 
• Improved people and communication skills, refl ecting 
the need for greater stakeholder management and 
consultative conversations 
• The ability to distil increasingly complex data into 
digestible outcomes and conclusions for business leaders 
• Scrutinise existing organisational design to identify 
potential effi ciency and performance gains 
Darrell Farley 
Finance Transformation, Auckland Council 
Procure-to-Pay Integration Across Multiple 
Organisations 
Auckland Council recently went through a process of 
integrating 8 previously distinct councils, each with a 
different level of procure to pay maturity. Through this 
process, they have reduced the cost of processing an 
invoice from $10.12 to $3.73 by: 
• Rolling out a new ERP system that replaced previous 
legacy systems 
• Successfully initiating OCR technology, achieving a 50 cost 
savings over two years 
• Utilising business improvement methodologies to reduce 
waste 
• Creating vertically integrated processes with suppliers 
• Next step: developing a vendor portal 
Sarah Gray 
Manager Billing & Credit Management and Requisition to 
Pay, Auckland Council 
“I got a lot of value from the 
presentations and some great thought 
provoking information.” 
Lyndal York, Group Financial Controller, Cochlear Limited 
T: +61 2 9229 1000 î F: +61 2 9223 2622 î E: registration@iqpc.com.au î W: www.financetransformation.com.au
CONFERENCE DAY 2 
Thursday, 23 October 2014 
11:40 Shifting the Skills Sets of your Finance Function 
Nick is in the process of overseeing a transformation in the 
role of Fuji Xerox’s fi nance function, shifting their 
capabilities from transactional to true business partners. 
• Identifying the critical skills for the a forward looking 
fi nance function 
• Restructuring the organisation: creating new roles and 
shifting personnel 
• Improving the communication with fi nance and the rest 
of the business 
• Maintaining FTE while shifting capabilities 
Nick Johnson 
National Customer Administration Manager, Fuji Xerox 
13:20 Networking Lunch 
14:00 Moving to Shared Services to Enhance Business 
Performance in a Low Margin Industry 
DB Schenker is one of the leading international providers of 
integrated logistics services. Given the low margins that 
characterise the industry, they have been able to drive 
business growth through: 
• Moving common processes from operations to a 
centralised back offi ce function 
• Standardising common processes across the business 
• Eliminating rework and improving invoice matching 
through the establishment of effective exception based 
reporting 
• Reducing costs through further automation and 
continuous improvement 
• Rolling out shared services globally 
Paul Pemberton 
Manager Corporate Accounting, DB Schenker 
Improving Technology Use through Change 
Management 
Often P2P ineffi ciency is driven not by a lack of the 
appropriate technology, but by a lack of uptake across the 
business. Address this through: 
• Active and visible change sponsors 
• Developing a structured change management approach 
• Establishing frequent and open communication around 
the need for change 
• How to ensure dedicated resources for the change 
management programme 
• Securing buy in by facilitating employee participation 
Greg Dennis 
Corporate Administration Programme Manager, Austrade 
Building a Business Case for P2P Automation 
In the current environment, senior decision makers can 
often be focused on short term cost savings, or otherwise 
prioritise investment on customer facing technology. 
Address this by: 
• Focusing the conversation on value rather than cost 
• Effectively quantifying the business benefi ts of the 
procure to pay solution 
• Understanding the potential for signifi cant spend and 
operating cost savings generated by greater visibility 
• Highlighting the potential for reducing and managing 
risks through common procedures and enforced 
standards 
Renee Armstrong 
Procurement Operations Manager, Woolworths 
T: +61 2 9229 1000 î F: +61 2 9223 2622 î E: registration@iqpc.com.au î W: www.financetransformation.com.au
CONFERENCE DAY 2 
Thursday, 23 October 2014 
14:40 Optimising Shared Services Support as a Key 
Enabler of Finance Transformation 
Unisys have been through a process of moving the vast 
majority of their transactional work offshore, resulting in a 
smaller onshore team focused on higher value tasks for 
the rest of the business. This has meant: 
• Standardising processes to improve data quality and 
situational awareness across the business 
• Automating transactional processes to free up 
resources and time for knowledge based activities 
• Providing a future talent pool for the rest of the 
business 
Martin Kizek 
Asia Pacifi c Shared Services Centre Manager, Unisys 
Moving to Paperless Expense Management at 
Electranet 
As part of an overhaul of their procurement processes, 
Electranet recently automated their expense management 
by: 
• Utilising mobile technology to remove the need for 
paper receipts 
• Enabling staff in the fi eld to code their own payments 
• Extending the electronic system to include out of pocket 
and petty cash 
Michael Pole 
Finance Operations Manager, ElectraNet 
15:20 Afternoon Refreshments and Networking Break 
15:50 Achieving Transformation through Automation and Simplifi cation at GE 
• Reducing the resources required for transactional processes through automation 
• Eliminate paper at the source: making information available instantly 
• Improving workfl ow and visibility across the business 
Mirijana Jovic 
ANZ Operations Manager, GE 
16:30 Career Progression and Talent Management within the Finance Function 
Talent management is often highlighted as the number one challenge facing fi nance 
leaders. In this roundtable, participants will discuss how to: 
• Develop a career path within your department that incorporates both strategic and 
operational roles 
• Establish recruitment procedures based around core competencies rather than a 
predefi ned skill set 
• Create a training plan that up skills fi nance staff in soft skills, to compliment the 
traditional fi nance competencies 
• Attract and retain scarce analytical talent 
17:10 Chairman’s Close 
End of the Conference 
T: +61 2 9229 1000 î F: +61 2 9223 2622 î E: registration@iqpc.com.au î W: www.financetransformation.com.au 
CASE STUDY 
ROUNDTABLE 
DISCUSSION 
“Excellent forum, I enjoyed the 
presentations and opportunity 
to network and seek out other 
professionals undertaking business 
transformation in their organisation.” 
Peter Gray, Chief Accountant, ACARA 
“Great range of speakers, good venue 
enabling connection with audience 
and opportunities to mingle and 
network with other attendees.” 
Mick Myers, Vice President, ASSA
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Esker cloud solutions enable companies to automate their accounts payable, accounts receivable, 
customer order processing and procurement. 
Esker works with over 80,000 companies worldwide to eliminate paper and manual processes to improve their 
productivity and effi ciency. Since 1997 Esker ANZ has worked with over 1,800 companies in Australia and New Zealand 
to help them run their businesses leaner, smarter and more agile. 
Christophe DuMonet 
Phone: +61 2 8596 5107 • Email: christophe.dumonet@esker.com.au • Web: www.esker.com.au 
PRGX is ANZ’s and the world’s leading provider of recovery audit services. We mine procure-to-pay 
data to detect lost profi ts driven by overpayments, duplicate payments and lack of compliance 
with negotiated contract terms or internal policies. We recover an average of $1B a year for our 
clients. With over 1,600 employees, we operate and serve clients in more than 30 countries which include some of 
Australia and New Zealand’s largest companies. 
Effi ciency Leaders’ vision is to be the Most Innovative, Customer Focused, Leading Provider 
of Effi ciency Solutions, in the World! 
Global award winning Effi ciency Leaders’ solutions provide automatic extraction, validation and export of business critical 
information from documents into back offi ce systems. We save organisations time, money and make their jobs easier! 
Whether you’re interested in simple data capture, electronic workfl ow or dynamic case management, come and see how 
Effi ciency Leaders’ innovation can help you become a Leader in Effi ciency! 
TransformIT Systems are experts in fi nancial process improvement. We have a 
track record of delivering automation, cost savings and effi ciencies over the past 
two decades. 
We have a range of enterprise strength process transforming solutions that cover the breadth of fi nance functions 
including AR, AP, Tax, GL, Billing, Journals and Capital Accounting. 
Our software integrates BPM functionality with powerful enterprise data analytics to enable business users to automate 
process execution, so they can get work done faster, cheaper and smarter. We integrate with existing corporate IT 
environments to remove the traditional IT barriers, empowering end business users. 
Capgemini Business Process Outsourcing (BPO) collaborates with some of the world’s 
largest, corporations to transform their business processes in Finance & Accounting, 
Supply Chain Management, Procurement, and Human Resources. With its unique Global 
Enterprise Model (GEM)™, Capgemini engineers and delivers powerful analytics-driven BPO solutions calibrated to each 
client’s individual needs. As part of Capgemini’s Rightshore® delivery network, a team of over 16,000 BPO professionals 
provide services to more than 180 clients in 38 languages. 
T: +61 2 9229 1000 î F: +61 2 9223 2622 î E: registration@iqpc.com.au î W: www.financetransformation.com.au
(PHOTOCOPY THIS FORM FOR ADDITIONAL DELEGATES) 
DELEGATE 1 [FIRST NAME] [SURNAME] 
POSITION 
EMAIL 
DELEGATE 2 [FIRST NAME] [SURNAME] 
POSITION 
EMAIL 
DELEGATE 3 [FIRST NAME] [SURNAME] 
POSITION 
EMAIL 
ORGANISATION 
ADDRESS 
POSTCODE 
TELEPHONE ( ) FAX ( ) 
APPROVING MANAGER [FIRST NAME] [SURNAME] 
POSITION 
EMAIL 
o CHEQUE ENCLOSED FOR $ _____ (Please make cheques payable to: IQPC) 
PLEASE CHARGE o American Express o Visa o MasterCard o Diners Club 
CREDIT CARD NUMBER 
AMEX 4 DIGIT CODE EXPIRY DATE 
NAME OF CARD HOLDER [PLEASE PRINT] 
WHERE Swissôtel Sydney 
68 Market Street, 
Sydney, NSW, 2000 
Tel: (02) 9238 8888 
Web: www.swissotel.com/hotels/sydney 
WHEN? 22 - 23 October 2014 
TEAM DISCOUNTS 
SSON recognises the value of learning in teams. 
Take advantage of one of these special rates: 
ΠRegister a team of 2 to the conference at the same time from 
the same organisation and receive 5% off the total cost 
 Register a team of 3 to the conference at the same time from 
the same organisation and receive 10% off the total cost 
Ž Register a team of 4 to the conference at the same time from 
the same organisation and receive 15% off the total cost 
 Register a team of 5 to the conference at the same time from 
the same organisation and receive 20% off the total cost, so 
the 5th delegate attends for free 
 Ask about multi-event discounts. Call + 61 2 9229 1000 for 
more details 
Please note: Only one discount applies 
ACCOMMODATION 
The Swissotel Sydney is the offi cial hotel for the Finance 
Transformation Summit 2014 event and they have 
negotiated event rates specifi cally for attendees of this event. 
To take advantage of these rates, contact the hotel and quote: 
IQPC or go to www.fi nancetransformation.com.au and click 
on the Venue & Accommodation page for a direct link to rates. 
QUICK and EASY WAYS to REGISTER 
TELEPHONE +61 2 9229 1000 
FAX +61 2 9223 2622 
EMAIL registration@iqpc.com.au 
WEBSITE www.financetransformation.com.au 
MAIL SSON, Level 6, 25 Bligh Street, SYDNEY 
NSW 2000 
o REGISTER ME for Finance 
Transformation Summit 2014 
PLUS: Workshops: oA oB 
n Main Conference: 22 – 23 October 2014 
n Workshops: 22 – 23 October 2014 
n Venue: Swissôtel, Sydney, NSW 
STANDARD 
PACKAGES 
SAVE UP 
TO $400 
EARLY BIRD 
*Register & pay by 
12 September 2014 
STANDARD 
PRICE 
11625.005 
VENDOR 
PRICE 
Incorporating 
Conference + 2 Workshops $4,099 + 10% GST = 
$4,508.90 
$4,499 + 10% GST = 
$4,948.90 
$5,799 + 10% GST = 
6,378.90 
Conference + 1 Workshop $3,899 + 10% GST = 
$4,288.90 
$4,199 + 10% GST = 
$4,618.90 
$5,599 + 10% GST = 
6,158.90 
Conference Only $3,299 + 10% GST = 
$3,628.90 
$3,599 + 10% GST = 
$3,958.90 
$4,999 + 10% GST = 
$5,4989.90 
* Payment not made at the time of registration will be subject to a $99 service charge. 
* All 'Early Bird' discounts require payment at time of registration and before the cut-off date in order to receive any discount. 
* Discounts do not apply to vendors/solution providers. IQPC reserves the right to determine who is a vendor. 
* Any discounts offered (including early bird and team discounts) are subject to availability and require payment at the time of registration. 
* All discount offers cannot be combined with any other offer. 
¨ Please send me _______ set(s) of AUDIO COMPACT DISCS and PRESENTATIONS CD at $878.90 
($799 plus GST) or $603.90 ($549 plus GST) Presentations CD only 
¨ Please keep me informed via email about this and other related events 
2 WAYS TO SAVE! 
Book early for HUGE 
EARLY BIRD savings. 
Book as a TEAM, 
save & benefi t as a team. 
NOTE: PAYMENT IS DUE WITHIN 7 DAYS FROM REGISTRATION TO SECURE YOUR PLACE. Registrations received without payment or a Government PO will incur a processing fee of $99+GST = $108.90 per registration. Payment prior to the conference is mandatory for attendance. Payment includes lunches, 
refreshments, a copy of conference presentations via FTP website or workbook and all meeting materials. If payment has not been received two weeks before the conference, a credit card hold will be taken and processed. This card will be refunded once alternate payment has been received. 
PRIVACY - YOUR CHOICE 
Any information provided by you in registering for this conference is being collected by IQPC and will be held in the strictest confi dence. It will be added to our database and will be used primarily to provide you with further information about IQPC events and services. By supplying your email address and mobile telephone num-ber 
you are agreeing to IQPC contacting you by these means to provide you further information about IQPC products and services. From time to time IQPC may share information from our database with other professional organisations (including our event sponsors) to promote similar products and services. Please tick the 
box below if you do NOT want us to pass on your details. 
To amend your current details, advise of duplicates or to opt out of further mailings, please contact our Database Integrity Maintenance Department, Level 6, 25 Bligh Street, SYDNEY NSW 2000. Alternatively, email database@iqpc.com.au, call 02 9229 1028 or fax 02 9223 2622. 
¨ I do not wish to have my details made available to other organisations 
IQPC CANCELLATION AND POSTPONEMENT POLICY: FOR DETAILS OF IQPC’S CANCELLATION AND POSTPONEMENT POLICY PLEASE VISIT: www.iqpc.com.au 
© 2014 IQPC ABN 92 071 142 446 All RIGHTS RESERVED. The format, design, content and arrangement of this brochure constitute a copyright of IQPC. Unauthorised reproduction will be actionable by law.

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SSOFT2014 brochure-PDFW10

  • 1. EARLY BIRD OFFER! Register and pay by 12 September and save up to $400! n Main Conference: 22 – 23 October 2014 n Workshops: 22 – 23 October 2014 n Venue: Swissôtel, Sydney, NSW Incorporating Talent Management, Predictive Analytics, Business Model Innovation, Process Optimisation and Procure-to-Pay MAXIMISE YOUR TIME OUT OF THE OFFICE AT THE INTERACTIVE WORKSHOPS: www.fi nancetransformation.com.au FEATURING 27 INDUSTRY LEADERS INCLUDING: Justine Waddick, Director of Purchase to Payment Services, Monash University James Marsh, Chief Financial Offi cer, Vodafone Matthew Ricker, General Manager, Financial Reporting & Management Information, NAB Josee Lemoine Director Innovation & Business Performance, Telstra Adam Campbell, Chief Financial Offi cer, Flight Centre Paul Pemberton, Manager Corporate Accounting, DB Schenker Workshop A: Finance Transformation 101 Workshop B: Change Management Strategies for Transforming the Finance Function Event Partners: Exhibitors: 22 case studies from leading organisations such as Telstra, GE, Optus and Woolworths Networking Partners: Organised by:
  • 2. Dear Finance Transformation Professional, This year’s Finance Transformation Summit is all about giving you the tools required to make your Finance team true strategic business partners, moving them from reactive to proactive, by focusing on the following key topics: • People: Strategies for moving staff up the value curve, and change management tools for bringing them on the journey with you • Data: Maximising the value of the data at your disposal for advanced reporting and forecasting • Structure: Deciding on the right blend of shared services, outsourcing and automation for your organisation • Process: Reducing waste and ineffi ciency through automation, process excellence and end to end process owners To help you achieve these goals, this year the event is much more case study focused than ever before, with insights from leading organisations in Australia and New Zealand. Also, new for 2014, the 10th Annual Procure-to-Pay Forum has been incorporated into the event, to refl ect the increasing strategic importance of the P2P process. To register your place, call +61 2 9229 1000, email registration@iqpc.com.au or visit www.fi nancetransformation.com.au I look forward to seeing you in October. T: +61 2 9229 1000 î F: +61 2 9223 2622 î E: registration@iqpc.com.au î W: www.financetransformation.com.au Kind regards, Ross Clayton Head of SSON A/NZ EARLY BIRD OFFER! Register and pay by 12 September and save up to $400! 6 REASONS why Finance Transformation 2014 is the event to attend this year: The CFO Boardroom, a closed door interactive session enabling you to build a network of senior fi nance peers 22 case studies from leading organisations such as Telstra, GE, Optus and Woolworths The integration of the 10th Annual Procure-to-Pay Forum, refl ecting the increasing strategic importance of the end to end process 2 workshops on Change Management, and Developing a Finance Transformation Strategy ‘Big Ideas’ speakers – out of the box speakers designed to get you thinking A combination of presentations, panel discussions and roundtables, designed to give you the right blend of case studies and interactive content 1 2 3 4 5 6 Exclusive Sponsorship Opportunities Could your company benefi t from two days of senior level networking and exposure in front of decision makers actively seeking innovative and effective solutions for their global or regional fi nance transformation projects? If the answer is yes, then Finance Transformation 2014 is the perfect platform for your business. Exhibition and sponsorship options are extensive but strictly limited to 10 solution providers. Packages can be tailor-made to suit your own business development needs. For more details, call 02 9229 1050 or email sponsorbranding@ iqpc.com.au.
  • 3. 2014 SPEAKER FACULTY Josée Lemoine, Director Innovation & Business Performance, Telstra Nigel Clarke, Outsourcing Relationship Manager, Asia Pacifi c, Tyco David Lynch, Chief Financial Offi cer, Life Without Barriers Julie Wynne, Financial Director, Hudson Steven Raynor, Head of Organisational Effectiveness & Change, QBE Paul Pemberton, Manager Corporate Accounting, DB Schenker Wayne Morgan, Chief Financial Offi cer, Victoria University of Wellington Ben Gray, Director of Financial Operations, Singtel Optus Renee Armstrong, Procurement Operations Manager, Woolworths Justin Savaille, Business Services Manager, APAC/Africa, Ausenco Greg Dennis, Corporate Administration Programme Manager, Austrade Martin Kizek, Asia Pacifi c Shared Services Centre Manager, Unisys Morag Leith, LEAP! Project Director, Holcim Alex Kathestides, Finance Director, KONE Adam Campbell, Chief Financial Offi cer, Flight Centre Matthew Ricker, General Manager, Financial Reporting & Management Information, NAB Darrell Farley, Finance Transformation, Auckland Council Mirijana Jovic, ANZ Operations Manager, GE Sarah Gray, Manager, Billing & Credit Management and Requisition to Pay, Auckland Council Michael Pole, Finance Operations Manager, ElectraNet Justine Waddick, Director of Purchase to Payment Services, Monash University Patrick Eustace, Finance Transformation and Project Management, Ruralco Holdings Limited Nick Johnson, National Customer Administration Manager, Fuji Xerox James Marsh, Chief Financial Offi cer, Vodafone Grant Johnstone Commercial Payment Solutions, MasterCard Worldwide Ann Furlong Director of Operations, BlackLine Systems T: +61 2 9229 1000 î F: +61 2 9223 2622 î E: registration@iqpc.com.au î W: www.financetransformation.com.au
  • 4. INTERACTIVE WORKSHOPS Workshop A: 22 October 2014 • 18:00 – 20:00 Finance Transformation 101 Finance Transformation enables CFOs and fi nance executives to improve business performance and shareholder value while actively improving operational effectiveness and effi ciency. In this session, Patrick will outline how to get started on your Finance Transformation journey by focusing on the following key factors: • Developing a transformation roadmap • Understanding which processes and functions to centralise • Retaining a decentralised fi nance function to provide commercial support to the T: +61 2 9229 1000 î F: +61 2 9223 2622 î E: registration@iqpc.com.au î W: www.financetransformation.com.au business • Streamlining business processes in order to reduce waste and ineffi ciency • Identifying and recruiting staff who offer additional value to the business Workshop Facilitator: Patrick Eustace Finance Transformation and Project Management Ruralco Holdings Limited Patrick Eustace is a Chartered Accountant with 20 years senior fi nance and business experience gained in leading blue chip organisations internationally. Currently he is Finance Transformation and Project Manager at Ruralco Holdings Limited (ASX listed with sales of $1.2bn), leading the Network Finance transformation and Record to Report automation projects. Prior to that, Patrick had a 14 year career with George Weston Foods Limited (Subsidiary of Associated British Foods Plc, sales of $2bn and well-known brands – Tip Top and DonKRC), including fi ve years as General Manager of the Ingredients Division and culminating in Director, Finance and Business Improvement roles at the Group Corporate Offi ce. Patrick led several signifi cant cross functional transformational projects and supported the Group CFO to transform GWF’s fi nance function to an effi cient centralised shared service, effective decentralised commercial support partners and for high performance. Workshop B: 23 October 2014 • 17:30 – 19:30 Change Management Strategies for Finance Transformation As the requirements of the fi nance change, so an inevitable clash occurs between those who are pioneering the new role for fi nance, and those who were educated in the ways of the past. In this master class Michelle will outline how to bring your fi nance team on the transformation journey, through a focus on: • Your role as an agent of change and your impact on the wider transformation • How the brain reacts to change, and how to avoid a fi ght or fl ight response • Learning how to adjust your communication style, both verbal, written and nonverbal, to the needs of a particular situation • Using effective conversation to drive the performance of your staff Workshop Facilitator: Michelle Gibbings Change Expert Michelle is a transformation and change expert who is dedicated to working with organisations to help facilitate and guide them through complex organisational changes. She has worked across multiple industry sectors and disciplines, holding senior leadership positions in project management, change management, risk management and strategy. Her most recent roles were the General Manager of Strategic Change and Engagement for NAB’s NextGen Program, and Transformation Management Offi ce and Change Director for AMP’s transformation program. Having hands on experience in the challenges and opportunities that come with building and implementing transformation pathways in organisations, she is able to share practical ideas along with the latest thinking on how to optimise change outcomes by building capability and buy in.
  • 5. CONFERENCE DAY 1 Wednesday, 22 October 2014 08:30 Registration and Coffee 09:00 Chairman’s Opening and Welcome 09:10 Keynote: Transforming the Finance Function at Telstra In her role as the Director of Innovation and Business Performance, Josee is responsible for maximising the benefi t that the fi nance function provides to the rest of the organisation by: • Consolidating the fi nance shared services organisation • Rolling out a centre of excellence for analytics to generate insight, and attracting the necessary talent • Creating a single source of truth through the Business Intelligence Centre of Excellence, which houses the biggest data warehouse in Australia Josée Lemoine Director Innovation & Business Performance, Telstra 11:30 Developing a Self Service Reporting Capability Moving to self-service will enable fi nance to focus on value added deep dive analysis and modelling, rather than pulling retrospective reports for decision makers. • Working with IT to develop the necessary functionality • Creating a user-friendly, interactive interface • Using dashboards that quickly convey business performance and areas to be addressed • Conveying data using the appropriate charts and mechanisms Matthew Ricker General Manager, Financial Reporting & Management Information, NAB 09:50 Delivering Value: Shifting the Mind Set from Reactive to Proactive Flight Centre have a fi nance function of over 250 people, the majority of which report directly into operational leaders across the business. In his session, Adam will talk about changing their mind set by: • Shifting their perceived value from being seen as a necessary overhead to strategic partners • Delivering reporting that is not just data, offering subjective viewpoints and engaging with stakeholders on matters beyond the traditional fi nance realm • Getting operations to raise their expectations of the fi nance function • Focusing on marginal, incremental gains rather than a big bang approach Adam Campbell Chief Financial Offi cer, Flight Centre 11:00 Morning Refreshments and Networking Break Reducing the Cost-per-Transaction at the Victoria University of Wellington The Victoria University of Wellington have, in ten years, moved from a largely paper based process, to one that is consistently rated as having one of the leading set ups in Australia and New Zealand. They have achieved this through: • Restructuring and realigning the fi nance operations team at the university • Maximising the functionality of their ERP system • Automated processing and user support • Giving strategic emphasis to the use of procurement cards, and enable greater spend control and analysis • Creating and sustaining a continuous improvement culture Wayne Morgan Chief Financial Offi cer, Victoria University of Wellington CFO BOARDROOM CFO Boardroom: Guiding Strategic Decision Making CFOs are taking on a more strategic decision-making function, and increasingly relying on fi nancial planning to guide overall corporate strategy. The fi nance transformations of years gone by focused primarily on savings: cutting costs, gaining effi ciencies, and streamlining risk management. In today’s fast changing and competitive environment, it is that and much more. Like the CFO position itself, fi nance transformation includes a new focus on enabling corporate strategy, capital agenda and competitive advantage in the marketplace. With that in mind, this year’s closed door CFO Boardroom will help participants improve the value they offer their business, by facilitating a peer network with interactive discussions on the following key topics: CASE STUDY T: +61 2 9229 1000 î F: +61 2 9223 2622 î E: registration@iqpc.com.au î W: www.financetransformation.com.au
  • 6. CONFERENCE DAY 1 Wednesday, 22 October 2014 CFO BOARDROOM Business Planning and Analysis • Leveraging the ever increasing amount of data available to organisations to drive competitive advantage • Effectively blending data from both internal and external sources • Avoiding organisational blind spots– how to fi nd meaning in the data beyond the traditional human bias for particular outcomes Finance Staff as Business Advisors • Devising recruitment strategies that attract individuals with the right combination of technical and strategic skills • Change management strategies for moving staff up the value chain • Facilitating a culture of fi nance as key business partners Operating Structure • Operating models that reduce the transactional workload, enabling greater provision of value-adding business partnering activities • Integrating the front and back offi ce to drive organisational performance. Previous attendees of our CFO Series include the likes of Telstra, American Express, Shell, Coles, NAB, the ATO and Metcash. 12:10 Event Partner Presentation: MasterCard Grant Johnstone Commercial Payment Solutions, MasterCard Worldwide 13:20 Networking Lunch 14:20 Integrating Financial, Operational and Social Data to Create a Single Source of Truth All too often fi nance are unable to generate meaningful predictive insights due to having a fractured view of the business, based on disparate data sources. Decision makers can spend far too much time urgently scanning irrelevant, disconnected data to fi nd the right information when they need it. Life Without Barriers have looked to address this through: • Integrating data from across the business, and using it to understand linkages between client information and fi nancial data • Moving to infrastructure as a service • Accessing cost effective big data through partnering • Moving to predictive analysis to better target services to clients • Incorporating mobility into the wider analytics capability David Lynch Chief Financial Offi cer, Life Without Barriers Event Partner Presentation: BlackLine Systems Anna Furlong Director of Operations, BlackLine Systems Embedding the Procure-to-Pay Transformation at Monash University In 2011 Monash University undertook a transformation of their procure to pay process. In this session Justine will give an overview of their subsequent continuous improvement efforts. • Consolidating the principles borrowed from shared services to generate further effi ciency gains • Implementing an expense management tool within the organisation • Incorporating more services into the procure-to-pay remit Justine Waddick Director, Procure to Payment Services Monash University CASE STUDY T: +61 2 9229 1000 î F: +61 2 9223 2622 î E: registration@iqpc.com.au î W: www.financetransformation.com.au
  • 7. CONFERENCE DAY 1 Wednesday, 22 October 2014 15:00 Streamlining Month End Accounting and Reporting CFO Boardroom continues. at Optus In 2012 Optus created a Shared Service “Finance Operations” team, to better support the Australian business following the reorganisation of the Singtel Group along global customer verticals. In his presentation, Ben will outline how the Financial Operations team have been able to deliver real cost effi ciencies and move towards best practice (top quartile - cost per revenue) through: • Reducing the days to close from 6 to 4 (with plans for a 2 day close in 2014) • Improving reporting system response times by over 90% (including enabling big data / in memory processing); • Process standardisation and simplifi cation, and removal of handover points and buffers • Automating the balance sheet reconciliation process Ben Gray Director of Financial Operations, Singtel Optus Transforming Procurement at Holcim through a Focus on Process and Centralisation Morag is responsible for Project LEAP! at Holcim Australia, which is Holcim’s global procurement program to improve the way we manage purchasing at all levels of the business: • Reviewing and analysing purchasing activities across the whole business with the aim of greater centralisation • Improving supplier management and ensuring greater savings are captured • Assessing administration activities with a view to streamlining tasks (including purchasing) and reducing duplication and rework where possible Morag Leith LEAP! Project Director Holcim CASE STUDY 15:40 Afternoon Refreshments and Networking Break 16:10 Utilising Outsourcing to Drive up the Value of the Finance Function Tyco recently undertook a fi nance transformation in order to increase the value Finance delivers to the organisation as a strategic business partner while reducing costs. Specifi cally, by working with an external partner for their Accounts Payable, General Accounting and Tax Reporting they have been able to: • Realign & delayer organisation • Leverage technology intelligently • Eliminate redundant processes • Rebalance fi nance work • Redesign for effi ciencies This has resulted in projected savings of up to 20%, and a decrease in the cost per transaction of 30%. Nigel Clarke, Outsourcing Relationship Manager, Asia Pacifi c, Tyco 17:10 Lessons Learned from Setting up an Offshore Shared Service Centre Ausenco have recently offshored their shared services team to Malaysia, which took only 6 months to set up and has had minimal attrition and higher than anticipated performance levels to date. In this session Justin will shared their lessons learned, including the good and bad, by focusing on: • Identifying locations that give you access to talent at the right cost • Differentiating your offering from those organisations already established offshore • Keeping processes stable during the transition process Justin Savaille, Business Services Manager, APAC/Africa, Ausenco 17:50 Chairman’s Close T: +61 2 9229 1000 î F: +61 2 9223 2622 î E: registration@iqpc.com.au î W: www.financetransformation.com.au CASE STUDY CFO BOARDROOM
  • 8. CONFERENCE DAY 2 Thursday, 23 October 2014 08:30 Registration and Coffee 09:00 Chairman’s Opening and Welcome 09:10 Keynote Panel: Shifting the Focus of the Finance Function from Reactive to Proactive In this session, the participants will discuss how they are increasing the value that their fi nance function offers the rest of the business by focusing on the following key areas: • Organisational Structure – what operating model strikes the right balance between value and cost • People – moving fi nance staff up the value chain, from transactional to value adding activities • Data – integrating data from across the business, and using it to support decision making Alex Kathestides, Finance Director, KONE Julie Wynne, Financial Director, Hudson James Marsh, Chief Financial Offi cer, Vodafone 09:50 Operational and Cultural Transformation on a Global Scale QBE recently initiated a global transformation program to create an effective, effi cient and scalable operating model that will enable the organisation to work as ONE QBE across the globe. In this session Steven will outline how QBE’s innovative, people-focused approach has enabled: • Accelerated build-up and delivery of capability overseas; • Embedding of a new culture and ways of working across multiple regions; and signifi cant people and business benefi ts Steven Raynor Head of Organisational Effectiveness & Change, QBE 10:30 Morning Refreshments and Networking Break 11:00 Finance Skill Sets that Drive Strategic Decision Making and Support Operational Growth Finance functions are at the forefront of enabling companies to deal with market shifts, growing product complexity, and increasing regulation. At the same time, they are under pressure from senior management to cut costs, while providing more effective advice and support as business partners. • Improved people and communication skills, refl ecting the need for greater stakeholder management and consultative conversations • The ability to distil increasingly complex data into digestible outcomes and conclusions for business leaders • Scrutinise existing organisational design to identify potential effi ciency and performance gains Darrell Farley Finance Transformation, Auckland Council Procure-to-Pay Integration Across Multiple Organisations Auckland Council recently went through a process of integrating 8 previously distinct councils, each with a different level of procure to pay maturity. Through this process, they have reduced the cost of processing an invoice from $10.12 to $3.73 by: • Rolling out a new ERP system that replaced previous legacy systems • Successfully initiating OCR technology, achieving a 50 cost savings over two years • Utilising business improvement methodologies to reduce waste • Creating vertically integrated processes with suppliers • Next step: developing a vendor portal Sarah Gray Manager Billing & Credit Management and Requisition to Pay, Auckland Council “I got a lot of value from the presentations and some great thought provoking information.” Lyndal York, Group Financial Controller, Cochlear Limited T: +61 2 9229 1000 î F: +61 2 9223 2622 î E: registration@iqpc.com.au î W: www.financetransformation.com.au
  • 9. CONFERENCE DAY 2 Thursday, 23 October 2014 11:40 Shifting the Skills Sets of your Finance Function Nick is in the process of overseeing a transformation in the role of Fuji Xerox’s fi nance function, shifting their capabilities from transactional to true business partners. • Identifying the critical skills for the a forward looking fi nance function • Restructuring the organisation: creating new roles and shifting personnel • Improving the communication with fi nance and the rest of the business • Maintaining FTE while shifting capabilities Nick Johnson National Customer Administration Manager, Fuji Xerox 13:20 Networking Lunch 14:00 Moving to Shared Services to Enhance Business Performance in a Low Margin Industry DB Schenker is one of the leading international providers of integrated logistics services. Given the low margins that characterise the industry, they have been able to drive business growth through: • Moving common processes from operations to a centralised back offi ce function • Standardising common processes across the business • Eliminating rework and improving invoice matching through the establishment of effective exception based reporting • Reducing costs through further automation and continuous improvement • Rolling out shared services globally Paul Pemberton Manager Corporate Accounting, DB Schenker Improving Technology Use through Change Management Often P2P ineffi ciency is driven not by a lack of the appropriate technology, but by a lack of uptake across the business. Address this through: • Active and visible change sponsors • Developing a structured change management approach • Establishing frequent and open communication around the need for change • How to ensure dedicated resources for the change management programme • Securing buy in by facilitating employee participation Greg Dennis Corporate Administration Programme Manager, Austrade Building a Business Case for P2P Automation In the current environment, senior decision makers can often be focused on short term cost savings, or otherwise prioritise investment on customer facing technology. Address this by: • Focusing the conversation on value rather than cost • Effectively quantifying the business benefi ts of the procure to pay solution • Understanding the potential for signifi cant spend and operating cost savings generated by greater visibility • Highlighting the potential for reducing and managing risks through common procedures and enforced standards Renee Armstrong Procurement Operations Manager, Woolworths T: +61 2 9229 1000 î F: +61 2 9223 2622 î E: registration@iqpc.com.au î W: www.financetransformation.com.au
  • 10. CONFERENCE DAY 2 Thursday, 23 October 2014 14:40 Optimising Shared Services Support as a Key Enabler of Finance Transformation Unisys have been through a process of moving the vast majority of their transactional work offshore, resulting in a smaller onshore team focused on higher value tasks for the rest of the business. This has meant: • Standardising processes to improve data quality and situational awareness across the business • Automating transactional processes to free up resources and time for knowledge based activities • Providing a future talent pool for the rest of the business Martin Kizek Asia Pacifi c Shared Services Centre Manager, Unisys Moving to Paperless Expense Management at Electranet As part of an overhaul of their procurement processes, Electranet recently automated their expense management by: • Utilising mobile technology to remove the need for paper receipts • Enabling staff in the fi eld to code their own payments • Extending the electronic system to include out of pocket and petty cash Michael Pole Finance Operations Manager, ElectraNet 15:20 Afternoon Refreshments and Networking Break 15:50 Achieving Transformation through Automation and Simplifi cation at GE • Reducing the resources required for transactional processes through automation • Eliminate paper at the source: making information available instantly • Improving workfl ow and visibility across the business Mirijana Jovic ANZ Operations Manager, GE 16:30 Career Progression and Talent Management within the Finance Function Talent management is often highlighted as the number one challenge facing fi nance leaders. In this roundtable, participants will discuss how to: • Develop a career path within your department that incorporates both strategic and operational roles • Establish recruitment procedures based around core competencies rather than a predefi ned skill set • Create a training plan that up skills fi nance staff in soft skills, to compliment the traditional fi nance competencies • Attract and retain scarce analytical talent 17:10 Chairman’s Close End of the Conference T: +61 2 9229 1000 î F: +61 2 9223 2622 î E: registration@iqpc.com.au î W: www.financetransformation.com.au CASE STUDY ROUNDTABLE DISCUSSION “Excellent forum, I enjoyed the presentations and opportunity to network and seek out other professionals undertaking business transformation in their organisation.” Peter Gray, Chief Accountant, ACARA “Great range of speakers, good venue enabling connection with audience and opportunities to mingle and network with other attendees.” Mick Myers, Vice President, ASSA
  • 11. ABOUT OUR SPONSORS MasterCard Worldwide is one of the world’s leading payments companies. Through relationships with more than 23,000 fi nancial institutions, MasterCard offers products and solutions that feature state-of-the-art security and convenience. MasterCard payment products are at the Heart of Commerce, bringing innovative solutions and comprehensive benefi ts and services to consumers, merchants, and businesses in more than 210 countries and territories throughout the world. Learn more at www.mastercard.com. Founded in 2001, BlackLine Systems was the fi rst to develop and offer a commercially available Balance Sheet Account Reconciliation solution. An experienced provider of software to companies from the Fortune 100 to beyond the Fortune 1,000, BlackLine provides quick-to-implement, scalable and easy-to-use applications that automate the entire fi nancial close process to help improve fi nancial controls for companies of all sizes. BlackLine software applications complement existing Enterprise Performance Management (EPM), Governance Risk and Compliance (GRC) and Enterprise Resource Planning (ERP) systems. BlackLine offers clients its enterprise-class software in a simple and secure OnDemand/SaaS platform. With a proven track record and a commitment to customer success, BlackLine seeks to reduce the burden the fi nancial close places on accounting and fi nance professionals. For more information, please visit www.blackline.com. Basware is a global leader in Purchase-to-Pay and Financial Automation solutions. We enable more than 1,500 clients to streamline their fi nancial processes, in over 60 countries. Basware solutions and services signifi cantly reduce the cost of buying, selling and paying for goods and services, while greatly increasing visibility and control of the entire spending process across the business. Our Open Network seamlessly connects more than 110 international e-Invoicing platforms, making it the largest inter-operator network in the world. Learn more at www.basware.com.au. Looking for an effective tool to streamline your select/public tenders and quotes? Join over 300 leading organisations who have chosen TenderLink’s web-based, e-Procurement system. Slash procurement administration costs, enjoy faster procurement cycles and improve supplier relationships. Realise these benefi ts within 48 hours and for the low set-up fee of $7,500. Since 2002, Satori Group has been delivering solutions to provide visibility into real time data, identifying errors and potential fraud, and enabling continuous monitoring of processes and transactions. Our solutions provide assurance and peace of mind that the controls framework is working effectively, while presented in an easy to understand manner through visually stimulating dashboards. Some of our clients include Coca-Cola Amatil, Energex, JB Hi-FI, Newcrest Mining, Novartis Pharmaceuticals, George Weston Foods, Queensland Health and Coates Hire. NGA Human Resources is a leading global human resources and payroll software and services provider with offi ces in 35 countries across fi ve continents. Operating in Australia and New Zealand, for over 35 years, NGA provides innovative HR and payroll business solutions to employers of all sizes across all industries. At NGA we help HR executives optimise their HR service delivery through smarter process and more effi cient technology, supporting key HR areas like payroll, workforce administration, benefi ts, recruitment, learning and talent management. NGA’s global 8,500+ employees, are dedicated to HR excellence through strategic HR and payroll Consulting, Outsourcing Services and Technology. NGA Human Resources has been positioned as a market leader in recent HR Outsourcing market research performed by three independent industry analysts. Click here to read how we rate! www.ngahr.com.au 1300 766 400 Founded in 1999, Spendvision is an award-winning global technology company specialising in integrated travel, expense, payment and reporting solutions. Spendvision’s intelligent technology, services and support enable customers to achieve fi nancial benefi ts, visibility and control of their transactions. Spendvision is headquartered in the UK with offi ces in the US, Australia, New Zealand and Japan and is delivered to over 100,000 organisations direct and through partners across the banking and travel sectors. Spendvision is a Hogg Robinson Group plc company. For more information, visit: www.spendvision.com. Esker is a worldwide leader in document process automation solutions for SAP® and other ERPs. Esker cloud solutions enable companies to automate their accounts payable, accounts receivable, customer order processing and procurement. Esker works with over 80,000 companies worldwide to eliminate paper and manual processes to improve their productivity and effi ciency. Since 1997 Esker ANZ has worked with over 1,800 companies in Australia and New Zealand to help them run their businesses leaner, smarter and more agile. Christophe DuMonet Phone: +61 2 8596 5107 • Email: christophe.dumonet@esker.com.au • Web: www.esker.com.au PRGX is ANZ’s and the world’s leading provider of recovery audit services. We mine procure-to-pay data to detect lost profi ts driven by overpayments, duplicate payments and lack of compliance with negotiated contract terms or internal policies. We recover an average of $1B a year for our clients. With over 1,600 employees, we operate and serve clients in more than 30 countries which include some of Australia and New Zealand’s largest companies. Effi ciency Leaders’ vision is to be the Most Innovative, Customer Focused, Leading Provider of Effi ciency Solutions, in the World! Global award winning Effi ciency Leaders’ solutions provide automatic extraction, validation and export of business critical information from documents into back offi ce systems. We save organisations time, money and make their jobs easier! Whether you’re interested in simple data capture, electronic workfl ow or dynamic case management, come and see how Effi ciency Leaders’ innovation can help you become a Leader in Effi ciency! TransformIT Systems are experts in fi nancial process improvement. We have a track record of delivering automation, cost savings and effi ciencies over the past two decades. We have a range of enterprise strength process transforming solutions that cover the breadth of fi nance functions including AR, AP, Tax, GL, Billing, Journals and Capital Accounting. Our software integrates BPM functionality with powerful enterprise data analytics to enable business users to automate process execution, so they can get work done faster, cheaper and smarter. We integrate with existing corporate IT environments to remove the traditional IT barriers, empowering end business users. Capgemini Business Process Outsourcing (BPO) collaborates with some of the world’s largest, corporations to transform their business processes in Finance & Accounting, Supply Chain Management, Procurement, and Human Resources. With its unique Global Enterprise Model (GEM)™, Capgemini engineers and delivers powerful analytics-driven BPO solutions calibrated to each client’s individual needs. As part of Capgemini’s Rightshore® delivery network, a team of over 16,000 BPO professionals provide services to more than 180 clients in 38 languages. T: +61 2 9229 1000 î F: +61 2 9223 2622 î E: registration@iqpc.com.au î W: www.financetransformation.com.au
  • 12. (PHOTOCOPY THIS FORM FOR ADDITIONAL DELEGATES) DELEGATE 1 [FIRST NAME] [SURNAME] POSITION EMAIL DELEGATE 2 [FIRST NAME] [SURNAME] POSITION EMAIL DELEGATE 3 [FIRST NAME] [SURNAME] POSITION EMAIL ORGANISATION ADDRESS POSTCODE TELEPHONE ( ) FAX ( ) APPROVING MANAGER [FIRST NAME] [SURNAME] POSITION EMAIL o CHEQUE ENCLOSED FOR $ _____ (Please make cheques payable to: IQPC) PLEASE CHARGE o American Express o Visa o MasterCard o Diners Club CREDIT CARD NUMBER AMEX 4 DIGIT CODE EXPIRY DATE NAME OF CARD HOLDER [PLEASE PRINT] WHERE Swissôtel Sydney 68 Market Street, Sydney, NSW, 2000 Tel: (02) 9238 8888 Web: www.swissotel.com/hotels/sydney WHEN? 22 - 23 October 2014 TEAM DISCOUNTS SSON recognises the value of learning in teams. Take advantage of one of these special rates: Œ Register a team of 2 to the conference at the same time from the same organisation and receive 5% off the total cost  Register a team of 3 to the conference at the same time from the same organisation and receive 10% off the total cost Ž Register a team of 4 to the conference at the same time from the same organisation and receive 15% off the total cost  Register a team of 5 to the conference at the same time from the same organisation and receive 20% off the total cost, so the 5th delegate attends for free  Ask about multi-event discounts. Call + 61 2 9229 1000 for more details Please note: Only one discount applies ACCOMMODATION The Swissotel Sydney is the offi cial hotel for the Finance Transformation Summit 2014 event and they have negotiated event rates specifi cally for attendees of this event. To take advantage of these rates, contact the hotel and quote: IQPC or go to www.fi nancetransformation.com.au and click on the Venue & Accommodation page for a direct link to rates. QUICK and EASY WAYS to REGISTER TELEPHONE +61 2 9229 1000 FAX +61 2 9223 2622 EMAIL registration@iqpc.com.au WEBSITE www.financetransformation.com.au MAIL SSON, Level 6, 25 Bligh Street, SYDNEY NSW 2000 o REGISTER ME for Finance Transformation Summit 2014 PLUS: Workshops: oA oB n Main Conference: 22 – 23 October 2014 n Workshops: 22 – 23 October 2014 n Venue: Swissôtel, Sydney, NSW STANDARD PACKAGES SAVE UP TO $400 EARLY BIRD *Register & pay by 12 September 2014 STANDARD PRICE 11625.005 VENDOR PRICE Incorporating Conference + 2 Workshops $4,099 + 10% GST = $4,508.90 $4,499 + 10% GST = $4,948.90 $5,799 + 10% GST = 6,378.90 Conference + 1 Workshop $3,899 + 10% GST = $4,288.90 $4,199 + 10% GST = $4,618.90 $5,599 + 10% GST = 6,158.90 Conference Only $3,299 + 10% GST = $3,628.90 $3,599 + 10% GST = $3,958.90 $4,999 + 10% GST = $5,4989.90 * Payment not made at the time of registration will be subject to a $99 service charge. * All 'Early Bird' discounts require payment at time of registration and before the cut-off date in order to receive any discount. * Discounts do not apply to vendors/solution providers. 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