The Producers of The North American Shared Services and ...service organization has gone beyond the traditional shared service offerings to deliver scalable solutions to business problems

1 www.DefenseSharedServicesTour.com • 1-800-882-8684 • [email protected]

ONLY 10 SPOTS AVAILABLE - DON’T MISS OUT. REGISTER TODAY!www.DefenseSharedServicesTour.com • 1-800-882-8684 • [email protected]

The Producers of The North American Shared Services and Outsourcing Week, Shared Services for Finance & Accounting Conference and Technology Expo, the HR Shared Services and Outsourcing Summit, and the Shared Services and Outsourcing Network present:

“It’s important and valuable for the shared services community to get together and do more networking.” – Ronn Kolbash, Assistant Vice President, Shared Services, Yale University

Understand and see in-person the operational ins and outs of running a ‘best in class’ Shared Services Center

Acquire first-hand knowledge by speaking to those who head the SSC

Share your thoughts and questions about the technological solutions and their practical ROI

Network with SSC professionals from your region in a more relaxed setting

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· Develop metrics and KPIs to measure performance levels and ensure accountability in Finance and HR

· Overcome challenges to the SSO due to M&As or divestitures

· Grow a shared services organization by adding non-traditional processes and functions

· Integrate IT into the shared services operation for quicker, more efficient service

PROUDLY FEATURING

September 10, 2015 · BAE Systems Resource Center · Charlotte, NC ●

www.DefenseSharedServicesTour.com

Tom NesterukDirector, Human Resources Shared Services BAE Systems

Marc PaulsSVP, Enterprise Global Services Wells Fargo

Robbin MeyersGlobal Director, HR Shared Services Quad/Graphics

Lynn RobertsDirector, Finance Shared Services BAE Systems

WHY THIS IS A MUST ATTEND SITE TOUR UNDERSTANDING AND ADVANCING A MULTI-FUNCTIONAL SHARED SERVICES OPERATION

Get an inside look at one of the world’s leading largest global defense, security and aerospace companies! This is an exclusive event designed for executives working in shared services and process transformation, especially in a multifunctional shared services organization. Space is extremely limited! Contact us at [email protected].

Only 10 Spots Available Register Today!

http://www.defensesharedservicestour.com/pricing

http://www.defensesharedservicestour.com/pricing


WHO SHOULD ATTEND?If you’re involved in any aspect of shared services, this series is for you: Directors, Managers, VPs and Heads of Shared Services, Global Business Services, Transformation, Service Delivery, and Operations across all industries. Meet leaders in:

· Finance/HR Shared Services

· Finance

· Human Resources

· Shared Services

· Global Business Services

· Finance SS Delivery

· Business Transformation

· Enterprise Services

· Finance Operations

· Accounting

· Accounts Payable

· Accounts Receivable

· Procure to Pay

· Human Resources

· HR Operations

· HR Service Delivery

· Travel & Expense

· Payroll

Dear Shared Services Leader,

Welcome to the second event in our 2015 Shared Services North American Site Tour Series - an immersive learning experience featuring BAE Systems, its HR, F&A, Payroll and IT Shared Services teams, and shared services representatives from some of today’s leading global organizations.

Our first event this past April at Emory University highlighted the desire in the market for a dedicated day of learning, networking and observation in a more relaxed setting. Here’s what some of our attendees had to say about our event:

As no two shared services organizations are the same, no two shared services site tour events can be the same. Each one highlights the strengths of its host company, and gives the attendees a glimpse into its journey - both the successes and failures, highs and lows. At the BAE Systems Site Tour, this September 10th in Charlotte, NC, you’ll hear all this, and case studies and discussions on some of the hottest topics in the industry today.

Executives running its HR, Payroll, IT Service Desk, Travel & Expense, and Accounts Payable shared services organizations will provide a deep dive into each function or process. Speakers from Wells Fargo, Time Warner Cable, Rexam, and more will discuss hot topics such as M&A and divestitures, implementing a multi-functional SSO, and taking on non traditional processes as part of a value-driven strategy. Hear stories and the true tips of the trade that simply can’t be found in any newsletter, article or whitepaper.

It’s rare for the industry to get up close and personal and learn from other companies that are not only adding significant value to the company’s bottom line, but also driving additional value through exceptional service delivery strategies. This event gets you access you’ve never had before.

We look forward to seeing you in Charlotte on September 10th.

All the best,

Heather KingDivisional Director, North AmericaShared Services and Outsourcing Network

September 10, 2015 ● BAE Systems Resource Center ● Charlotte, NC ● www.DefenseSharedServicesTour.com

“Having a right-sized audience which allowed for diversity of views but also great opportunity for give and take.”

- University of Arkansas for Medical Sciences

“Great presentations, especially to learn the lessons from others so we can dodge bullets.”

- University of Texas

“It was helpful to hear success/failures and lessons learned from similar organizations who are further along in developing a shared services center than we are.”

- Penn State University


THURSDAY September 10, 2015 ●

8:00 Arrive at BAE Systems Shared Service Center Morning Coffee and Refreshments

8:30 Welcome and Opening Networking Exercise Get to know your fellow attendees during this

fun, casual, networking opportunity!

9:00 OPENING PRESENTATION – BAE Systems Shared Services Journey

BAE Systems’ shared service leaders will go in depth about the strategy and structure of their center whose mission is apply best practice, common solutions and the economies of scale to services that help make processes simpler, more productive, and more cost effective. By harnessing the benefits of Shared Services, BAE Systems can concentrate on its core business, knowing its work is supported by the SSO’s expertise. BAE Systems chooses Shared Services for:

· Using service level agreements to record and measure deliverables

· Implementing a robust Customer Satisfaction (perception) process

· Driving Continuous Improvement through a passion for service excellence

· Transparent tracking of customer benefits

· Externally benchmarking what we offer to ensure cost, service and capabilities remain highly competitive

Tom Nesteruk, HR Director/Site Manager, BAE Systems

Lynn Roberts, Director Finance Shared Services, BAE Systems

9:30 Behind the Scenes Tour of BAE Systems’ Shared Services Organization

See and feel first hand what goes on at this site. Hear leaders of each function or process discuss their core functions and services (see chart on page 4).

BAE Systems Resource Center

· Official launch: Dec.19, 2011

· Offering HR and Travel & Expense services

Current core functions:

· Human Resources

· Payroll & Time Collection

· Travel & Expense

· Accounts Payable

· IT Service Desk

Staffing: Supports over 200 onsite personnel

Transactional processing per year:

· $7 billion in financial disbursements

· 150,000 employee HR transactions

· 360,000 IT contacts

Primary customers include employees, managers, and vendors of BAE Systems Business Sectors

BAE Systems Shared Services Tour Leaders:

HR Functional /Metric Overview: Lynette Brinkley, HR Manager

Payroll Functional Overview: Lorraine Winslow, Payroll Director

IT Service Desk Functional Overview: Todd Maffe, IT Service Desk Manager

Finance Customer Care Overview: Toni-Stone Brinson, U.S. Shared Services Customer Care Resource Center

Travel & Expense Functional Overview: Dave O’Brien, Travel & Expense Manager

Accounts Payable Functional Overview: Hector Montalvo, Director of Accounts Payable

11:30 Morning Networking Break

11:45 Self Service Demo and Technology Overview

Ivra Varner, HR Operations Manager, BAE Systems

Renee Kelley, HR Manager, BAE Systems

12:15 Q&A PANEL – Ask BAE Systems All Your Questions!

12:45 Networking Luncheon

1:15 You’ve Tackled the Big Stuff… So What’s Next? Finding Additional Opportunities to Leverage Mature Shared Services Oranizations

When you think of HR shared services what comes to mind? Benefits administration? Payroll? Leave of absence? Employee data collection and maintenance? This session will examine how the Time Warner Cable (TWC) HR shared service organization has gone beyond the traditional shared service offerings to deliver scalable solutions to business problems and reduce financial liabilities. Attendees will hear how the use of HR shared services in conjunction with technology and strategic outsourcing has allowed TWC to make a significant impact on its hiring and unemployment claims processes, including:

· Systematically on-boarding over 24,000 candidates in calendar year 2014, ensuring all pre-employment checks, policies, forms and agreements were completed before day 1 of employment

· Shepherd candidates through the on-boarding process in an average timeframe of 6 days

· Reduce the potential liability associated with unemployment claims by over $2M in the last three quarters of 2014

· Reduce the administrative and transactional burden on HR Business Partners

· Increase the time to productivity for new hires

· Support mergers and acquisitions by on-boarding newly acquired employees in an automated fashion

· Increase consistency and compliance

Mark Imhoff, Group Vice President, HR Operations, Time Warner Cable


2:00 Growing Your SSO Into a Multifunctional Operation

Marc Pauls, Program Manager, Outsourcing/Offshoring, Wells Fargo

2:45 Networking Break

3:00 Does Reorganization Equal Disorganization? How Does M&A, Divestiture and SSO Restructuring Impact the Shared Services Strategy?

Obviously SSOs don’t live in a vacuum. Forces that propel the business in one direction or another have a direct and oftentimes massive impact on the SSO. One of these forces are M&As and Divestitures, which usually cause huge reorganization initiatives that take time, cash, and attention. In this session, executives from companies who have gone through the choppy waters of reorganization give tips to:

· Manage multiple platforms

· Continue to provide the services developed over the years, but at a more effective cost model

· Minimize the growing (or shrinking) pains of an M&A/Divestiture while keeping the Customer top-of-mind in SSO reorganization.

Ken Hicks, VP, HR Shared Services, Rexam

*Additional Panelists to come

3:45 CLOSING PANEL: What Is the Future for Shared Services? · How are service delivery models changing and how

can SSOs adapt quickly and more efficiently?

· How are outsourcing relationships changing and how can they be managed more effectively?

· How can SSOs best take advantage of the potential business analytics and intelligence has for the organization?

· How can SSOs better work with the businesses to improve relations and guarantee buy-in?

· ….and more!

Marc Pauls, Program Manager, Outsourcing/Offshoring, Wachovia

Ken Hicks, VP, HR Shared Services, Rexam

Jill Barkley, Senior Director, Customer & Team Member Care, Family Dollar

4:15 Closing Networking Activity – Grab Business Cards and Go!

4:30 Site Tour Concludes

Continued

BAE SYSTEMS SHARED SERVICE OPERATIONAL STATISTICS

HUMAN RESOURCESCharlotte team resolves ~ 90K cases per year

IT SERVICE DESKService Desk handles over 30K contacts per month

FINANCE CUSTOMER CAREFCC Work Product Distribution: · AP = 75% and

T&E = 25% · Average Contacts/Transactions: 7200 per month

PAYROLLOver 30K error free transactions in 31 hour period

TRAVEL EXPENSE & COMPANY CARD ADMINISTRATION · Monthly Expense Reports Processed:

· T&E Card – 9K · P-Card – 2K

ACCOUNTS PAYABLEProcessing over 500K invoices per year; unit costs down

CORE FUNCTIONS/SERVICES

Human Resources Travel & ExpensePayroll/Time Collection

Accounts Payable IT

· Employee Inquiry

· Recruiting Support

· Benefits Admin

· Global Mobility

· OD&L (Learn)

· Psoft Transactions (RIF/Terms)

· Paycheck Delivery

· Time Collection

· Audit Support

· Garnishments

· Tax Support

· Employee Inquiry

· T&E/R-Card Admin

· Candidate Travel

· Travel Expense Processing

· Travel Support Services

· Concur Tool Admin

· Employee Inquiry

· Data Entry

· Manage/Clear Exceptions

· Vendor Inquiry

· Disbursements

· Performance

· Reporting

· Password Reset

· New Hire Provisioning

· Employee Inquiry

· Account Maintenance

· Issue Certificates

· Systems Troubleshooting


Registration & Pricing

Site Tour Pricing

Team Discounts

Sponsorship & Exhibition OpportunitiesEvent sponsorship is an excellent opportunity for your company to showcase its products and services to senior level, targeted decision makers attending The BAE Systems Site Tour.

For more information on sponsorship opportunities, contact Chris Ritchie at + 1 (212) 885-2799 or email him at [email protected]

End-Users Standard Pricing

Site Tour $1,199

Vendors Standard Pricing

Site Tour $1,699

Number of Attendees Savings

Groups of 3 10%

Groups of 4 or more 15%

*IQPC reserves the right to determine who is considered an End-User or a Vendor upon registration for an event. Those who are determined a vendor will be denied access to End-User pricing. These prices are featured as a limited time only promotion. IQPC reserves the right to increase these prices at its discretion.

Please note multiple discounts cannot be combined. A $99 processing charge will be assessed to all registrations not accompanied by credit card payment at the time of registration.

MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC

*CT residents or people employed in the state of CT must add 6.35% sales tax.

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

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

Details for making payment via EFT or wire transfer: JP Morgan Chase & Co. Penton Learning Systems LLC dba IQPC Account#: 937-332641 ABA/Routing#: 021000021 IQPC: 25643.001

Payment Policy: Payment is due in full at the time of registration and includes lunches and refreshment.Your registration will not be confirmed until payment is received and may be subject to cancellation.

For IQPC’s Cancellation, Postponement and Substitution Policy, please visit www. iqpc.com/cancellation

Special Dietary Needs: If you have a dietary restriction, please contact Customer Service at 1-800-882-8684 to discuss your specific needs.

©2015 IQPC. All Rights Reserved. The format, design, content and arrangement of this brochure constitute a trademark of IQPC. Unauthorized reproduction will be actionable

Venue & Accommodation

The Ballantyne Hotel10000 Ballantyne Commons Parkway, Charlotte, North Carolina28277, United StatesWebsite: https://www.theballantynehotel.com/Phone: (704) 248-4000

Charlotte is one of 25 largest cities in the United States and is the home to over 10 Fortune 1000 companies. Past winner of the "All-America City Award" awarded by the National Civic League, Charlotte is a cultural hub for locals and tourists hosting a variety of well-know restaurants, sport teams, and more.

Documents

The Producers of The North American Shared Services and ...service organization has gone beyond the traditional shared service offerings to deliver scalable solutions to business problems