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The Procure-to-Pay Leaders Meeting

Conference23.05.2012 - 25.05.2012 Chicago, United States BookmarkDownload programme

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The Annual Procure-to-Pay Leaders' Meeting

May 23rd – 25th 2012, Chicago

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You are a leader in procure to pay, right?

Then ask yourself the following questions and see how you score:

  1. How ‘on top’ of your KPIs are you?
  2. How supported are you by the rest of the organization?
  3. How value-adding is your procure-to-pay process?
  4. How automated is your invoice process?
  5. How much money are you adding to the bottom line through dynamic discount capture?
  6. How are you deploying strategies like ‘gamification’ to your processes so your first time match rate is over 95%?

If you answered ‘very’ or ‘a lot’ to all the above, then well done you!

But most procure to pay leaders don’t.

Why? There is a simple answer to this which I will reveal later.

In the meantime, when was the last time you ‘checked in’ with other procure-to-pay leaders and learned from them, benchmarked with them and tapped into their experience and wisdom? Wouldn’t you agree that time spent doing this is massively effective?

This is why I am inviting your to our Annual Procure-to-Pay Leaders Meeting in Chicago.

My name is Susie West. I founded in 2007 because I had been in this market for 8 years and discovered what this market was missing:
A place where like-minded procure to pay leaders could come and ‘mind share’, A place where they could learn and exchange, and leave feeling confident and inspired and ready to drive through the change they needed to. A place where they would leave, reinvigorated and with a changed perspective on working life.

The Annual Procure to Pay Leaders Meeting is this place.

Take a look at the programme if you need to. But as a priority, book your place at this event. It’s a three- day event and for every hour you spend at the meeting you will save weeks in your procure-to-pay projects.

Need more proof?:

“I must say that this was one of the best conferences that I have ever attended. It had more of a user group feeling versus a conference with a high degree of vendor marketing.  Also Susie West and her team were so supportive and friendly.”
John Terraciano, Director of Finance, DSM
“ is different from other conferences as the networking and real end-user experience exchange is heavily encouraged and well-facilitated”
Miguel Sosa, Shared Services Director, Grupo Kuo
“This has been one of the best conferences, if not the best, I have ever attended. It exceeded my expectations”
Cathy Wright, Director of Treasury Operations, Graphic Packaging

So why don’t procure to pay leaders answer ‘very’ or ‘a lot’ to the first 6 questions?

Because they haven’t been successful in one area, which we will be focusing on at the meeting: how to successfully sell you procure-to-pay vision so all your stakeholders ‘get it’.

Join me as I chair the meeting, and join our excellent speaker line-up.

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Nasba CPE Points is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:



DAY 1: Thursday May 24th 2012

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08:00 Registration and coffee

08:45 The P2P Matrix – join me on the grand tour!
All companies want to free up their existing P2P staff to focus on more value-adding, non-transactional activities or simply reduce headcount. New and upgraded procure-to-pay automation tools have recently provided companies with a much-needed route to achieving these goals and becoming best-in-class. In this session, Susie West guides you through the P2P Matrix to show you where your technology gaps are and discusses new technologies on the market.

Susie West

09.45 The power that comes from linking departments
How do you practically link traditional functional silos such as supply chain and payables together? And what results can you expect from this? In this session, Cynthia Haug shares her experience and results from achieving this at GE Healthcare, Johnson Controls and now at Newmont Mining Corporation. Attend this session to discover how to:

  • Conduct P2P process analysis to identify where there are breaking/risk points in your P2P process and what is causing high costs
  • Gain buy-in from your key internal P2P stakeholders so they take appropriate action for change
  • Move from functional silos to being in control of a global end-to-end P2P process – what results can you expect?

Cynthia Haug
SCM-Global Procure to Pay Manager
Newmont Mining Corporation

10.30 Morning coffee

Streamed Sessions

STREAM A: Standardizing and stabilizing your processes

11.00 From chaos to control.
Moving from a disparate, multi-ERP environment to a standard and stable ERP for P2P

Moving to a standard, global ERP and accounts payable process is not easy. One year after rolling out SAP in the US, Paul Williams from Kraft Foods has compelling learnings from this journey and will share them with you in this presentation, including:

  • How to set up and measure baseline metrics when commencing your standardization project
  • How to overcome technical challenges smoothly and efficiently
  • How much should you really prepare for change management? And what happens if you don’t

STREAM B: P-cards

11.00 Are P-cards the answer to making payments easy? What about losing control? And what about fraud?
Sometimes your P-card program seems robust but is realizing low-level savings, and you may think it’s exposing you to fraud. How do you rationalize control? In this session, discover how to make your P-card program the most effective it can be, by hearing how one company dramatically increased spend over their P-cards, removed noise (i.e. low dollar, frequent purchases) and freed up its staff to concentrate on more strategic procurement initiatives. Learn how to:

  • Set the controls you really need to manage your program globally
  • Use mandatory and non-mandatory messages to maximize supplier adoption
  • Communicate and train your business on how to correctly comply with your P-card program

Paul Williams
Director of Global Source-to-Pay Business Process Management and Catalyst for Source to Pay
Kraft Foods


11.45 What does “success” mean to you? A tour of KPIs your peers are using and what they are doing with this information.
Monitoring your performance uncovers what areas of your process are in most need of attention. But what are the key metrics that you should be using to tell a full and accurate story? In this interactive session, you will discuss with your peers what metrics are important to you, and how you define them and how you use this information to drive improvements. Leave this session knowing exactly where you stand.

Facilitated by:
Gary Collins
Senior Director Shared Services

Kathleen Hamm
Accounts Payable Manager

12.30 The speaker clinic

13.00 Networking lunch

14.00 Touching your invoices? You don’t need to. 14 'how to’s' to touchless processing
Why are we still touching invoices? Other companies aren’t so why are we? James Copeland from BMC software will talk about the 14 'how to’s' that have taken BMC from multiple touchpoints to touchless.

Facilitated by:
James Copeland

VP Financial Shared Services
BMC Software

Streamed Sessions

STREAM A: Increasing supplier satisfaction

14.45 How we got $250 million spend through e-procurement in the first 12 months.
Channel your spend through preferred suppliers the smart way.
If you channel your spend through e-procurement tools, your organization can achieve significant savings. But how do you implement e-procurement so the project gets traction quickly? The Scotts Company is seeing $250 million of spend going through their Hubwoo e-procurement tool in just one year. So how are they achieving this? In this session, examine how to:

  • Prepare for an e-procurement rollout – what change management techniques do you need to use?
  • Ensure your user training is consistently effective
  • Maximize your level of spend being channelled through e-procurement tools
  • Manage the project so the ROI is compelling

Douglas Hendricks
Indirect Sourcing Manager
The Scotts Company


15:30 Afternoon refreshments

STREAM A: Increasing supplier satisfaction

16.00  Accounts payable as a true business partner? Really?
Can accounts payable ever be trusted to take on more activities and really deliver on the business’ needs when the business has historically seen AP as a data-cruncher? In this session, ABB shares how its AP can now handle any number of acquisitions and has become a respected business partner. Hear how to:

  • Handle a decentralized supply chain through setting up the right governance structures
  • Use change management and process improvement methodologies to make technologies deliver on their word
  • Drive significant improvements in key metrics including first time match rates, payments on time and PO compliancy
  • Be seen and treated as a valuable partner to the business

Gayle Tsipis
Accounts Payable Manager


STREAM B: Delivering continuous process improvements

14.45 Process improvement without technology investments?
In today’s economic environment, all companies strive to control expenses and manage resources efficiently. Most feel this goal is achieved through deploying technology. That is not always the case. In this session, learn how Amylin Pharmaceutical’s top continuous improvement project surpassed tough targets in procurement and accounts payable, without introducing technology. Discover how to:

  • Use Kaizen methodologies with a cross-functional team
  • Find solutions without adding software or capital expenditures
  • Save money and redirect staff to perform value-added tasks

Kathy Tanner
Manager Accounts Payable
Amylin Pharmaceuticals, Inc.

Chris Allbritain
Associate Director Strategic Sourcing/Procurement
Amylin Pharmaceuticals, Inc.



STREAM B: Risk management

16.00  Don’t like risk? Stop gambling in your accounts payable and start to take systematic control
To be SOX compliant and for the purposes of internal audit you need to look at risk from a process perspective. You need to ensure your process is controlled and compliant. Mitzi Mitchell will share how to reduce risk to achieve systematic control of the highest P2P risk areas, including:

  • Three-way matching errors
  • Ensuring approval limits are correct and monitoring approval authority changes
  • Minimising employee fraud (using Concur’s T & E tool)
  • Avoiding duplicate payments (using APEX Analytics' audit recovery tool)
  • Ensuring users in the process are following the rules to ensure compliance
Mitzi Mitchell
Accounts Payable Risk Manager


16.45  Still have procurement outside shared services? Ever ask yourself why? 
Creating a purchasing shared services is easier said than done. Unlike in an accounts payable shared service, it is often hard to instil a customer service mindset when moving from local procurement to serving business units remotely. Resistance will happen. In this session Jerker Gunnarsson will share how DHL overcame this to set up a shared purchasing service center for North America. He then discusses how to set up a global service delivery without losing the quality of service originally provided by local procurement.

Jerker Gunnarsson
Director Procurement Solutions Group
DHL Global Business Services

17.30 The speaker clinic

17:45 Chair’s close

18:00 Close of conference


DAY 2: Friday May 25th 2012

08:00 Registration and coffee

08:30 Take aways from day one that will change your P2P world
How can you learn so much in one day? It’s possible and during this opening session Susie will walk through the top ten learnings from day one.

Susie West

09:00 Business cases are not a dark art: the science behind the numbers
Getting the business case right for any technology implementation is crucial to its future success. In this session, Todd Holcomb shares how Alliance Data prepared their business case, what difference this careful planning had on their initial e-invoicing campaign and key lessons learnt in their journey so far, including how to:

  • Understand your current P2P process, identify opportunities for automation and target your future P2P process
  • Elegantly gain the executive level buy-in and support to make your automation project a success
  • Seamlessly handle non-PO invoices elegantly with your electronic invoicing solution

Todd Holcomb
Director, Supplier Services
Alliance Data

09:45 The shame of it – the forgotten territory of procure to pay
We are talking about the vendor master database. What are the impacts of bad data going across the organization? Whether your vendor database has grown organically or through mergers and acquisitions, poorly-integrated master data can cause serious operational problems in the areas of supplier satisfaction, operational efficiency, decision-support, and regulatory compliance. This session highlights where the quick wins are and how to ensure your vendor master database serves you.

10.30 Morning coffee

Streamed Sessions

STREAM A: Data capture and workflow

11.00 Gamification and social networking – gamechanging technologies changing the face of procure to pay
New developments in technologies have the power to massively change the face of procure to pay. This session looks at 'gamification'. If you haven’t heard about this, read up. It’s technology based on rewarding good behaviour and SAP are all over it. They are looking at the social networking concept, like Facebook, and applying it to P2P, opening up function-wide and company-wide interest groups to facilitate super-fast mind-sharing and problem solving. Attend this exciting session to see how these kinds of technologies will change the face of your procure to pay in the future.

Susie West

11.30 Exceptions are inevitable. But does your struggle against them have to be?
Struggling with resolving exceptions such as missing or incorrect purchase receipts, inaccurate POs, inconsistent invoice details or misrouted invoices? In this session, Simplot share their strategy for avoiding a high cost of re-work in handling exceptions, covering how to:

  • Prevent exceptions from re-occuring in the future
  • Implement key workflow technologies and hear Simplot’s key results from this combined strategy

Gary Collins
Senior Director Shared Services

Kathleen Hamm
Accounts Payable Manager


STREAM A: T&E expense reporting

12.00 T&E – total control across your organization
Keeping track of all your company’s expenses manually is tough today as firms are running on an increasingly global basis with more employees needing T&E support. With a need for tight controls and visibility on T&E spend coupled with moving towards a paperless office, what are the options available? In this session, Christa Kelley from The Mosaic Company shares her experience in rolling out the Concur solution globally and examines in this session:

  • The business case for your T&E solution and how to choose the right provider for you
  • How to set up the controls you need to make your T&E solution really work
  • Overcoming implementation challenges and training issues for you to consider

Christa Kelley
Shared Services Manager
The Mosaic Company


STREAM B: e-Invoicing

11.00 The easy bit: converting up to 50% of your invoice volumes to electronic
Electronic invoicing can drive down the cost of invoice processing, improve cycle times and get suppliers to be compliant. Jessica Hill-Johnson shares how Amgen did this using both OB10’s and Ariba’s e-invoicing networks globally by discussing how to:

  • Work closely with your global strategic sourcing organization and push aside competing priorities with accounts payable
  • Set a governance structure to review P2P objectives, share common data and establish common metrics
  • Realise a 20% cost reduction and enable other value-adding opportunities

Jessica Hill-Johnson
Director of Financial Disbursements

11.30 Beyond the low-hanging fruit: how to onboard those tougher suppliers to your e-invoicing program
So you’ve taken care of your large suppliers. What about those
suppliers that send only 50-300 invoices per year? Attend this
session to hear how to:

  • Enable your suppliers to have greater visibility of your invoice process
  • Dramatically reduce your costs per invoice, even if you have outsourced your accounts payable process already
  • Integrate your e-invoicing tool with your ERP to minimize manual intervention




 STREAM B: e-Invoicing

12.00 The hard bit: moving from 50% to over 80% electronic volumes conversion
In the previous session Jessica Hill-Johnson shared her journey to achieve 50% electronic conversion. Now she wants your help to achieve her new target of over 80% of invoices being processed electronically. Jessica shares her plans to achieve this and then the audience will discuss in breakout groups practical ideas on how to move to the next level of e-invoicing. Experienced and young e-invoicing users will be sharing ideas along with service providers, so make sure you don’t miss this incredible mind-sharing opportunity.

Facilitated by:

Jessica Hill-Johnson
Director of Financial Disbursements


12.30 The speaker clinic

13.00 Networking lunch


Audit recovery

14.00 Claiming money back from suppliers – is it worth the effort?

The administrative burden for trying to recover lost funds from incorrect or duplicate payments to suppliers or claiming credit that has not yet been paid from them can put off most companies to even bother. So how can you maximize your audit recovery with minimum administrative burden? In this session, Blake Stewart and Alexander Hrnjez from Lafarge will share how they have successfully recovered almost $1 million in the first year of implementing an audit recovery solution from Lavante. Gain key lessons learnt from Blake and Alexander so you can:

  • Select the right audit recovery solution for you
  • Monitor the status activity of any supplier
  • Communicate effectively to your business units to comply and accept new ways of working to maximize recovery

Blake Stewart
Director of Accounts Payable

Alexander Hrnjez
Manager of Accounts Payable

Streamed Sessions

STREAM A: Supplier portals

14:45 Interactive discussion: Have the suppliers do the work and make them happier simultaneously: the power of portals

If suppliers have visibility into the timings of their payments through the payment process, even if they are not paid early, they can better manage their own cash position. So what technologies can enable this to strengthen your supplier relationships? In this session, discuss with your peers:

  • How can accounts payable and procurement best work together to get the most out of supplier portals?
  • What are the best ways to onboard the different types of suppliers you have onto your portal?
  • What do you want a supplier portal to do?

Facilitated by:
Matthew Garrow-Fisher
Head of Research


STREAM B: Centralized payment systems

14.45 The payment traffic control tower: seeing the full picture to track your cash position

How do you manage your payments if you operate in a multibank, multi-ERP environment? The IT costs alone can be very expensive indeed, not to mention the bank charges you may receive. If you want to keep track of your cash position, provide detailed audit trails to be legally compliant and stay in control, attend this session to see how others are gaining central visibility to their payments.

15.30 Afternoon Refreshments

Supply chain finance

 16.00 Supply chain finance models Part 1: bank-agnostic models, bank-funded and managed approaches

So maybe you are efficient in your invoice handling process. What should you do next? GlaxoSmithKline has rolled out a global supply chain finance program with a global financial institution after successfully implementing e-invoicing programs in the US and UK. In this session, Sean McDermott reveals how to:

  • Fix your standard payment terms at 60 days or more whilst keeping suppliers happy
  • Improve suppliers’ cash flow and help your working capital position even if you are in a slow-payer market
  • Implement your supply chain finance program on a global scale

Sean McDermott
Manager of North America Accounts Payable and Treasury Services

Stephen Kunz
Director of Corporate Finance

16.45 How can you keep control when outsourcing part or all of your procure-to-pay process

Bank-based supply chain finance models can be highly effective methods to optimize your working capital. But what if your bank restricted funds to your organization due to a change in risk appetite? You could ask your bank to act as a broker to find other banks to cover the shortfall in funding availability. But this restricts your control and can be expensive. So what other options are there? Doug Schoch reveals Siemens' approach by sharing how to:

  • Work with a third party platform (Orbian) to allow institutions to show interest and set credit risk spreads and price in your company’s short-term obligations
  • Bundle the flow of receivables from your suppliers with several institutions
  • Create increased competition between institutions to lower risk and prices

Douglas Schoch
VP Relationship Manager
Captive Business,

17.30 Chair’s summation and close of conference 

17.45  The speaker clinic

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DAY 2: Tuesday 13th March 2012

08.00 Registration and coffee

08.45 Delighting the customer and save costs? Just how possible is this ambition?

Your customers are becoming more demanding. When you initially set up shared services, it was all about cost reduction. The customer came second. But not anymore. With fingers burnt from outsourcing or offshoring without preparation, customers know what bad service looks like. They won’t put up with it any longer. In this inspiring opening session, Susie West will examine trends in customer treatment and customer engagement, and how these are affected by pressures from above to stick to cost reduction targets. Join this session to realise the power of getting 100 leaders in one room. Experience the insight that you will get from joining mind-share exercises with your fellow delegates. And be prepared to be amazed by how quickly your plans for 2012 will be enhanced with this fresh perspective.

Susie West

09.45 Customer service management under the new economic conditions – a time for focus

As the world economic conditions change and spiral, can SSOs be as concerned about quality and service given the cost challenges? Can customers expect the same service or are they now demanding even greater service levels than before? What is there to do in this environment to even maintain status quo? This session will focus on bringing a balance to the customer - SSO relationship in these challenging times via focus on:

• Managing customer expectations better than before
• Maximising service levels via innovation and training
• Massaging the cost agenda to ensure delivery of promises to the customer

Dan Foley,
former Business Services Director
Premier Foods

10.30 Morning coffee and demo sponsored by


STREAM A: New and young SSOs

11.00 How to avoid false starts in your shared services journey

You know that excellence comes from brilliant planning. However, often we all miss a trick with getting all the planning aspects nailed. This speaker, Steve Freeman, has set shared services three times. If he knew what he does now on his first set up, he would saved himself months if not years of backtracking. So if you want to have the best start you can, embrace Steve’s experience in this energetic and enlightening session. Bring your number one issue to be discussed and leave with a clear action plan to drive through your changes. Topics for you to consider include:

• Gaining the support for your shared services vision from senior management and operational-level staff
• Developing your timelines for transition, resources required, where to locate your SSC

Steve Freeman
Director, Global Financial Shared Services – EMEA

11.45 How to set up global shared services in one fell swoop

The prospect of global shared services is daunting. It can terrify even the most able of shared services leaders. It doesn’t need to. Colin Mason set up a global shared services hub from nothing. Want to find out how? Want to hear the stuff he wouldn’t do given his time again? Attend this session to hear key powerful insights including how to:

• Overcome differences in time zones to better serve your global business units
• Manage staff to cater for multiple languages from your shared services centre
• Select key back-office technologies that can make the difference to your shared services’ success

Colin Mason
former SSC EMEA Finance Project Lead
Burger King

12.30 The speaker clinic

13.00 Networking lunch sponsored by

STREAM A: Location and site selection

14.00 Why move your SSC to a high-cost location?

Cheap operating costs may be appealing to you. But have you considered the price of your service quality deteriorating? Merck Shared Services established SSCs in high-cost locations such as Germany and the US. Why so? In this session, Thomas Laux explains the business case behind this decision and key lessons learnt during his 5 years of delivering high quality shared services, covering:

• What factors to consider when your objective is to focus on delivering a quality service
• Key lessons learnt and what results Merck have achieved in using this approach

Thomas Laux
Vice-President, Global Head Financial
Shared Services

14.30 The great location debate

The biggest decision you will make as a shared services leader is where to locate your shared service centre. It’s tough because there are so many factors to consider. Top locations are evolving all the time and so are your business units’ needs. In this session, you will share what factors you need to consider before making a location decision with fellow shared services leaders. Then key regional development agencies and end users will be stationed at roundtables to discuss the benefits and pitfalls of each key location from countries in regions including Central and Eastern Europe, Western Europe, North and South America and Asia. Leave this session well-informed and confident in making your toughest decision the right one.

Locations represented include:
Invest Northern Ireland
The Investment and Development Agency
of Latvia (LIAA)



11.00 The seven culture traits to take you to a customer-focused shared services operation

When you are already a mature, successful, low-cost shared services operation, where do you go next? Unisys are in this enviable position, so how can they improve? In this session, Ian Chambers and Dave McKenzie share Unisys’ recent culture change programme secrets, detailing what characteristics are needed to operate a world-class performance in a customerfocused, service organisation. Learn:

• Seven key things your organisation needs to do to provide a world-class service delivery
• How to instil each of the seven cultural traits in your SSO staff with a ‘culture club’
• Discussion: Where to next for mature shared services?

Ian Chambers
Global Process Owner for AR, Cash, Credit
and Collections

Dave McKenzie
Global Process Owner for Order-to-Billing

11.45 How can your shared service operation integrate future acquisitions and deal with divestitures?

Acquisitions can seriously disrupt the normal day-to-day flow of your shared services delivery. And so can divestitures. How do you identify the needs of your newly acquired business units and attempt to standardise delivery and compliance across different organisations? How do you quickly identify what resources you will require? If you are planning to sell parts of your organisation, how does your SSO best respond? This interactive discussion will share ideas from those that have been there and done it.

Facilitated by:
Ian Wilson
Director, Global Finance Shared Services
Hewlett-Pac kard

STREAM B: Expanding scope for next-generation service delivery

14.00 Build up your fan base to support your shared services’ growth plans

Telling a country-unit finance manager that they will lose 60% of their staff in one year is not welcomed news. You are in effect cutting down the kingdom they fought to establish, and they may also start questioning if they will lose their own job. So how can you propel your plans for SSO growth forward with true motivation from all stakeholders, converting resisters into promoters of change? Discover:

• Key tips for your transition methodology, by hearing how BP grew their SSC from 50 FTEs to over 700 FTEs
• How to engage your stakeholders to make them feel valued and are true partners to the business
• How a careful approach to change management can result in huge cash savings and improved controls

Gabriella Kóbor
Transition Director,
BP European Business Service Centre

14.30 Jumpstart an ailing shared services with finance transformation

Finance transformation programs can revitalise your shared services but it’s often difficult to get the resources you need from your CFO and CEO. In this session, Bob Leenen will share how to demonstrate business benefits that reach far beyond just your finance shared ser vices, covering:

• Key objectives of finance transformation you may have not considered
• How shared services can be a catalyst for wider crossfunctional change, leading to substantially higher benefits across the entire enterprise
• Reducing FTEs by 40% across the entire finance function while moving work into your SSC – how do you do more with less?

Bob Leenen
Finance Director
Ingersoll Rand

15.00 Step into the limelight: expanding your service to external customers

Your shared services often struggle to get noticed when your CFO or CEO is looking at activities across your entire company. So if you want to realise the potential you know you can deliver with shared services, expanding your service onto the frontline can be the answer. So how can you merge back-office with front-office delivery and instantly become integral to your company’s success? Kathleen Bienkowski shares how she did this, revealing insight on:

• Assessing your global business units to decide where synergies lie for providing a centralised service provision
• Overcoming resistance to the shared services model from both internal and external stakeholders
• Tightening compliance via centralisation

Kathleen Bienkowski
Vice President, Global Shared Services
Kelly Servic

15.30 Afternoon refreshments

16.00 The V-shaped see-saw: strategies to reduce costs and improve service delivery simultaneously

The age-old battle between improving shared services delivery and reducing costs is one always playing on the minds of shared services leaders. So when your shared services’ customers are happy, how can you keep this way whilst impressing your CFO by hitting your cost reduction targets? This interactive discussion will share key tips from shared services leaders in the room for reducing costs in ways that will not damage your shared services reputation.

Facilitated by:

Thomas Laux
Managing Director
Merck Shared Services Europe


Jo Hart
former Director of Finance Shared Services,
Daily Mail and General Trust

16.45 Take the reins of your shared services by driving consistent customer compliance

Your SLA is a legal document that frames service delivery and sets performance targets. But is it really needed to keep you on track? And does it add value to your service? In this session, Jan Comhaire from Covidien shares how to take control to root out backlogs and avoid penalties in your processes. Elegantly control your customers’ behaviour and tighten compliance by discovering how to create:

• SLAs and governance for your shared services organisation
• Transparency through reporting on KPIs to drive customer behaviour
• The right balance to reward good behaviour and punish non-compliance: the carrot and the stick approach

Jan Comhaire
Shared Services Director

17.30 The speaker clinic

18.00 Chair’s close


DAY 3: Wednesday 14th March 2012


08:15 Registration and coffee

08.45 Top tips learnt from day one

09:30 HP’s shared services war-room: prioritising technology investments to achieve maximum cross-process returns

You are not alone in fighting to win the battle for technology investments with other areas of your organisation. With over 3,000 FTEs worldwide in their captive finance SSO, HP finance shared services is constantly competing with other customer facing projects for their technology investment spend. So how can they win their fair share? Enter their shared services ‘war-room’ which assesses linkages between end-to-end processes like P2P and R2R, analyses how those processes could be improved in terms of key criteria such as efficiency, effectiveness, compliance, customer experience and cash flow opportunities, enabling prioritisation of future investments on the return they will bring. Sneak into HP’s SSO war room and hear how to:

• Conduct upstream and downstream mapping of your end-to-end processes
• Visualise your processes in terms of levels of complexity and assess opportunities across processes
• Building your three-year shared services strategy with a balance of quick wins and sound plans for technology investments

Ian Wilson
Director, Global Finance Shared Services

10.30 Morning coffee


STREAM A: Operating and governance models

11.00 Shared services next top model: what operating model would you vote for?

Whether you are about to start your shared services journey or you need to change strategy from your existing SSO, deciding which operating models you should adopt is tough. Attend this session to discover:

• 4 key operating models with their strengths and weaknesses
• Experience from a shared services leader on their decision-making criteria and which model they chose
• How to sell the model you choose, get people to understand it and communicate the impact it will have

Facilitated by:
Tim Long
SSC Project Manager

11.45 Governing your realm to ensure your customers are consistently delighted with your shared service staff

There is a very real danger that once you have set up your shared services, you and your team can keep delivering what was originally agreed. People change. Business needs change. So getting that two-way dialogue between how your business units interact with your shared services team is crucial to meeting current business requirements. So what governance structures can ensure your customers’ experience and quality of service delivery doesn’t slip up?

Facilitated by:

Kathleen Bienkowski
Vice President
Global Shared Services
Kelly Services


Jo Hart
former Director of Finance Shared Services
Daily Mail and General Trust

12.30 The speaker clinic

13.00 Networking lunch

STREAM A: Technologies to enable service excellence

14.00 How to improve your supplier relationships while lowering invoice handling costs

Isn’t it frustrating when invoices arrive into your organisation which don’t have the information you require to process them? If compliance from suppliers was improved, this would bring enable huge improvements in payments on time. There are also plenty of untapped opportunities to leverage early payment discounts, improving your suppliers’ cash flow and
your own working capital position. So how can you achieve this? Nick Wood shares how an innovative e-invoicing solution is both improving invoice handling quality and reducing costs simultaneously, and shares how to:

• Onboard 70% of suppliers with a winning ‘free e-invoicing for suppliers’ business case
• Target smaller suppliers who need more validation
• Significantly reduce the cost-per-transaction in AP

Nick Wood
Corporate Director
NHS Anglia Support Partnership (ASP)

14.45 The pain and gain from major technology implementation

In this frank and interactive discussion, shared services leaders and process owners disclose their successes and failures from recent technology implementations. Our panellists and the audience will identify current best practice and share advice for overcoming implementation challenges. We’ll break out into roundtable discussions to focus specifically on:

• e-Invoicing
• P2P invoice automation
• Document management
• Oracle and SAP
• Other key technologies

15.30 Afternoon Refreshments

STREAM A: Technologies to enable service excellence

16.00 Nokia’s procurement shared services story and its ‘3C formula’ for success

One of the best ways to learn what are the key elements for shared services success and what things you should watch out for on your shared services journey is to hear how others have already done it. In this session, Shekar Ramamurthi talks about how Nokia’s procurement shared services has evolved over the last three years, from its initial set up to where it is today. Now running a global SSC from India, Shekar will share his journey on:

• Engaging with local business units to standardise and not customise your processes
• Bringing in visibility to your business to show what is needed rather than what customers want
• Tightening user compliance and improving customer satisfaction
• Overcoming cultural conflicts between your offshored SSC staff and your business units

Shekar Ramamurthi
Director of Purchasing



STREAM B: Process and performance improvement

11.00 How can you make process improvements easier to realise?

“Let’s make process improvements and quickly” - a typical comment from your CFO to ensure they meet their targets.
But what tools are available for you to make this happen? This session discusses the power of process mapping. Discover how it connects the three cogs that drive your shared services forward. Discover what they are and how to:

• Significantly improve your SSO with the same resources
• How to ensure all process stakeholders comply with new ways of working when process changes are made globally

11.45 Toning up your shared services operation for elite performance

Wouldn’t you like to have the power to transform any SSO into one recognised externally as a high performing SSO? Ian McAllister introduced a ‘service performance model’ to Nationwide and achieved this in just 18 months. He has used it previously across three industry sectors for both transactional and high-value-added activities. What are the secrets? Attend this session and learn:

• Key features of this target operating model that can realise service quality AND cost reduction improvements for you
• How to overcome challenges such as customer resistance, employee engagement, systems capability and a willingness for people to see the bigger picture
• Key results including a boost to customer satisfaction and optimised transaction costs

Ian McAllister
Head of Finance Business Services
Nationwide Building Society








 STREAM B: Value-added outsourcing

14.00 How to prepare for outsourcing, choose the right partner and negotiate the best deal

Approaching outsourcing, given the disruption involved, can be very unsettling for you. So why not take sound advice from someone who has implemented and managed global outsourcing deals at both ICI and EMI? Steve Freeman will give advice based around your own unique challenges, including:

• Determining the capabilities you need from the outsource partner and the criteria for selection
• Benchmarking the commercial deal and other aspects of the contract as part of negotiations
• Ensuring a flexible deal to allow for changing circumstances over the contract period

Steve Freeman
Director, Global Financial Shared Services –
EMEA Dresser-Rand

14.45 Smoothly passing the baton from captive to outsourced service delivery in just a few months

Leading the transition of your shared services activities to an outsourcer can be an exciting yet daunting project, but also a sad time as many of your SSC staff will be made redundant.
In this session, Michelle Adams will prepare you well for this journey by sharing how to:

• Attain business as usual in just a few months
• Handle the motivation of outgoing staff to transfer knowledge to your outsourcing partner
• Set up the right governance structures to ensure your business units’ needs are addressed and SLAs are being delivered

Michelle Adams,
European Service Delivery Director

Judith Morris-King
Cash & Bank Expert

STREAM B: Value-added outsourcing

16.00 How can you effectively manage risks during transition and once you have outsourced?

As a finance professional, you may be quite risk averse and certainly would like to stay in control of projects which could potentially go horribly wrong. Thankfully the practice of risk management has evolved to put you more at ease. So when it comes to outsourcing parts or all of your back-office finance function, how can you best manage risks and hence maximise your chances of success? Per-Olof Ahlstrom has over 15 years’ experience of managing change, risk and compliance programmes. In this session, he will share his insights into how to manage risks before, during and after your outsourcing journey, covering:

• Maintaining and improving service levels and internal controls performance
• Critical success factors to a seamless transition
• Integrated service and control management frameworks

Per-Olof Ahlstrom
former Director Risk Assurance & Internal Audit
Everything Everywhere Limited

16.45  Creating Centres of excellence to achieve ‘World Leading Finance’

Imagine operating most of your group finance operations’ activities from your shared services operation. Vodafone are currently driving towards this. In this session, Bobby Abraham and his business unit customer Martin Purkess will share how they migrated finance activities, delivering the fastest stabilisation to business-as-usual (according to The Hackett Group) to achieve world-class efficiency and effectiveness. Hear how to:

• Migrate local markets onto a common platform with standardised systems and processes
• Set global dashboarding and benchmarking standards and ensure all operating companies are moving towards world-class performance
• Increase the standard level of reporting and management information (MI) globally

Bobby Abraham
Director of Finance Shared Services
Vodafone Group

Martin Purkess
Head of Finance Operations
Vodafone European Hub

17.30 The speaker clinic

17:45 Chair’s summation

18:00 Close of conference

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Nasba CPE Points is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

The Annual Procure-to-Pay Leaders' Meeting

May 23rd – 25th  2012, Chicago


Wednesday May 23rd 2012

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Choose up to three learning labs to attend from A, B, and C:

Learning Lab A: e-Invoicing 2.0 - the art of e-invoicing

e-Invoicing is recognised as the future of processing invoice transactions. Businesses are now asking: how do I improve my AP process beyond simply taking out mailroom costs?

How do I achieve maximum supplier participation?

There is a range of critical factors to achieving success in your e-invoicing programme. Donna Weaver will take you through a step-by-step process to ensuring success, including:

  • Benchmark yourself: take the e-invoicing readiness assessment
  • Understanding your project scope
  • Building a business case for success and mitigate risks
  • Setting the right targets and putting best practices in place to follow them through
  • The critical factors to onboard suppliers
  • International considerations
  • Learning from the experience of other organizations
Learning Lab facilitator:
Donna Weaver

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Learning Lab B: The procure-to-pay automation business case: enabling business commerce collaboration for world-class results

The limited success of many procure-to-pay automation initiatives result from tackling parts of the process while ignoring the whole. Today, by connecting your Enterprise Resource Planning (ERP) and other back office systems to a business commerce network, you can broaden the scope of P2P automation to include all spend categories and all suppliers, and improve compliance by driving approvals prior to purchase. Join us in this learning lab as we explain how to build a P2P business case that can streamline your P2P operations and better align procurement and accounts payable. More specifically, you will learn how you can:

  • Reduce procure-to-pay operating costs by 70%, and drive supplier participation
  • Ensure compliance with processes, negotiated prices and contracts
  • Achieve touchless invoice processing rates of 98%
  • Save $3 million or more for every $1 billion in spend from early payment discounts
  • Strengthen supplier relationships while supporting your efforts to negotiate favourable pricing and payment terms
  • Define objectives for your P2P program, and measure the results
  • Benchmark your organisation's performance against industry and peer groups
Learning Lab facilitator:
Drew Hofler
Ariba Inc.

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Learning Lab C: From supplier on-boarding to recovery audits: how to really automate those manual P2P processes

How can technology be effectively applied to your organization to reduce those manual, resource-intensive processes? Can you automate while improving the quality of your vendor files AND drive hard dollars to your bottom line? This learning lab will review best practice approaches to applying new technology offerings to streamline your vendor management processes, leading to the ability to perform a comprehensive, automated recovery audit process. With end-user experience shared from a fortune 1000 company you will gain very practical advice, and roundtable discussions will explore what are current best practice methodologies. Attend this learning lab to examine:

  • The benefits of deploying supplier portal systems that streamline connections to and help manage your supplier base
  • Issues surrounding vendor file cleansing using technology that is flexible and scalable to accommodate even the largest vendor master files
  • A recovery audit process that builds on the vendor portal and continuously cleanses vendor master files
  • Best practice methodologies and case study examples of how these systems work together

 Learning Lab facilitator:
Sherry DePew

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Nasba CPE Points is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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View the discounted rates we have negotiated for our delegates with The W Hotel Chicago City Center.

The Annual Procure-to-Pay Leaders' Meeting

May 23rd – 25th 2012, Chicago

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conference + 3 Learning Labs  

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Vendor pass*       $2500

Please note - prices in the registration process are converted to GBP using the ratio 1GBP=1.568USD.
* Limited vendor places are available to non end-user delegates .

Click here to view the special rates we have negotiated with The W Hotel, Chicago.

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Nasba CPE Points is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


Bring your team! understands the value of team knowledge sharing. Groups booking at the same time from the same company receive the following discounts (discounts apply to the full price only and cannot be applied retrospectively). Only one discount is applicable per non-member. In order to qualify for the early bird discounts, bookings must be received with payment before stated date. We do not combine discounts but we will honour the discount that is better for you.

To make a group booking call +1-646-845-7349

Bring your team!

Teams of 2 10% discount
Teams of 3 15% discount
Teams of 4 20% discount
Teams of 5 25% discount
Teams of 6 30% discount
Teams of 7 35% discount
Teams of 8 40% discount

Satisfaction guarantee at

We are absolutely confident that you will receive value for money. To give this belief credence we are offering a money-back guarantee if you feel you have not experienced value for money from attending our events. There is no catch. To qualify for this you need to ensure you liaise with Susie West directly before the end of the conference, and that you attend all conference sessions over the two days. Learning Labs are not included in this guarantee. All refunds will deduct a 10% administration fee.


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Ariba, an SAP company