THE MASTERS SESSION
Wednesday, May 12th; 9:45 AM - 4:45 PM
(Bundled Session #700)
This premier event is being developed by some of the world's most innovative business finance leaders from Campbell Soup Company, Deloitte, Lowe's Companies Inc, Schering-Plough, SAP, The Walt Disney Company, Wal-Mart Stores Inc, Weyerhaeuser, and more. These professionals will initiate discussion and moderate the discourse, ensuring a valuable, high-quality experience for top-ranking financial executives.
CORE TOPICS OF DISCUSSION:
The Changing Role of AP and AR
Andre Hale - Director, Accounts Payable
The Walt Disney Company
Presentation Style - Moderated Roundtable Discussion
Field of Study - Business Management & Organization
Advanced - New Session
AP and AR shops are moving from transactional excellence to value-add through cash management, vendor management, spend management, contract management, and more. Group discussion to include other value-added services such as:
- Global services
- Foreign payments
- Corporate governance
- Becoming/being a profit center vs. a cost center
- Cash flow management
- SLAs (service level agreements)
- Creating value with partnerships
- IT
- Treasury
- Procurement
- AR
- Logistics
- Tax
- Compliance
- Leveraging business intelligence; using metrics more effectively to manage business and communicate value of shared services
- Managing debit balance
- Implementing an effective segregation of duties and delegation of authority policies and processes
- Maturity levels - tips on getting to the next level in adding value
Top 10 Shared Service Best Practices
Lyn Lewars - Senior Manager, Strategy & Operations C&IP
Deloitte Consulting LLP
Presentation Style - Moderated Roundtable Discussion
Field of Study - Business Management & Organization
Advanced - New Session
Key discussion points will include:
- Cross-training/developing bench strength/developing next generation of leaders
- Expanding capability while maintaining segregation of duties
- Maintaining economies of scale
- Global services
- Internal/external turnover management, staff incentives
- ECM technology (enterprise content management such as capture, document management, workflow)
- Self-serve portals
- Customer relationship technologies (IM, Sharepoint, etc.)
- Contact center added value
- Added value of supplier summits
Measuring and Optimizing Shared Service Operations
Robert Austermehle - Assistant Controller
Campbell Soup Company
Presentation Style - Moderated Roundtable Discussion
Field of Study - Business Management & Organization
Advanced - New Session
Key discussion points will include:
What is used to drive good metrics
Benchmarking and measurement / dashboards
- Best-in-class
- KPIs
- How metrics drive goals
- Real-time information
Cutting costs / cost effectiveness / weeding out low-cost alternatives
- Sharpening customer focus
- Cash flow management
- Maintaining/developing "quality" culture / Six Sigma / Center of Excellence
- SLAs (service level agreements) and reverse SLAs
- Leveraging business intelligence
- Upstream impact of downstream activities
- People: staff incentives to optimize operations
- Provide balanced scorecard
- Maturity Model Sample for Shared Services
Selecting a Service Delivery Model
Larry Brang - Finance Director
Schering-Plough
Presentation Style - Moderated Roundtable Discussion
Field of Study - Business Management & Organization
Advanced - New Session
Lessons learned will be shared from traditional shared service center compared with combination approach with elements of outsourcing/in-sourcing/co-sourcing.
Key discussion points will include:
- Seeking our low-cost alternatives
- Being a profit center vs. a cost center with in-country, regional or global centers
- How to deal with the first discussions of outsourcing at your company
- How do you react?
- How to pro-act
- Different delivery models (right-source, in-source, outsource etc)
- Road map - what are steps along the way?
- How to sustain relationship and then measure it
- Lessons learned
Compliance Management
Aureon Herron-Hinds - Senior Tax Manager
Deloitte Tax LLP NY Tax Controversy Services
Presentation Style - Moderated Roundtable Discussion
Field of Study - Taxes
Advanced - New Session
Key discussion points will include:
- 1099
- Sales and use
- Escheatment
- Contract compliance
- Fraud
- Sarbanes-Oxley
- Partnering with internal audit
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