Finance Transformation Forum

September 15 - 17, 2014

Hyatt Regency McCormick Place, Chicago, Illinois


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Are you being asked to engage in business strategies, to move beyond data and reporting to analytics and results, to participate in a "front end" planning and strategy setting and to discover ways of creating value beyond the traditional ways you've already enjoyed?

If so, you can't afford to miss Finance Transformation 2014. Through 15 top-quartile case studies, we highlight the industry’s shift from cost center to value generator and enabler of corporate strategy. This conference brings together all the process areas within F&A (shared services, FP&A, Treasury) that are increasingly in scope for transformation, to highlight the full potential of finance operations and the cross functional business partnering capabilities.

Bring your team and start to envision linkage between ideas, concepts, implementation and impact. Learn how to better communicate cause and its effect.

Join us September 15-17 at Finance Transformation to learn how to:

  • Develop a process framework top down for effective finance transformation
  • Coordinate a finance transformation effort cross functionally 
  • Move finance from data and reporting to analytical insights
  • Integrate customer experience into the DNA of finance strategy
  • Evolve your technology architecture and implementation plans
  • Align your people development and succession planning with organizational strategy
  • Build a business case that links strategy to shareholder value
  • Utilize change management to align with current and future needs
  • Improve your planning, budgeting and forecasting practices to drive the informed business decisions
  • Learn how top performers differentiate themselves

Then, put theory into practice with our brand new working group discussions;

Finance & Accounting/
Shared Services
Financial Planning & AnalysisWorking Capital/Cash Forecasting/Treasury
  • Learn how shared services can enable finance transformation
  • Evaluate the best route to drive value through service delivery (shared services, outsourcing, hybrid, CoE) 
  • Establish global process ownership and reap the benefits of simplification and standardization across P2P, O2C and R2R 

***CPE Credits Offered***

  • Optimize the FP&A model to drive cross functional initiatives
  • Move beyond budgeting to continuous planning and dynamic forecasting 
  • Discuss innovation in financial analytics to support growth and business strategies 

***FP&A Credits Offered***

  • Discuss advanced cash flow forecasting techniques
  • Highlight new innovations in payment and treasury technology 
  • Highlight the projects that shared services can initiate to strengthen the Treasury function i.e. dynamic discounting

         ***Treasury Credits Offered***

Speaker Highlights

 Todd Dooley
Todd Dooley
Vice President of Finance
H&R Block
 Peter Jackson
Peter Jackson
Vice President, FP&A and M&A
Lennox International
 Raphael Fuchs
Raphael Fuchs
Finance Director, Financial Planning and Analysis
 Michael Coyle
Michael Coyle
Executive Director, Shared Services Finance

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The Shared Services & Outsourcing Network (SSON) is the largest, continuous and most established global community of shared services and outsourcing professionals, with over 70,000 members.

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