The SSFA 2009 Summit’s new interactive approach encourages you to network, benchmark and learn with top industry leaders during interactive roundtables, in working groups and from case study presentations, discussion panels and keynotes. Learn how to take advantage of the following trends and opportunities • TRANSITION from simple provision of information, data and snapshots of financial performance to performing a more sophisticated analytic and forecasting function to business units and SUPPORT the strategic direction of each business unit client • ACHIEVE additional, incremental cost savings across the board from specific improvements to the delivery of processes and services in working capital management, dispersements, invoicing, and vendor management • MANAGE the growth of your Financial Shared Services Center and the adoption of new complex processes such as general ledger, treasury and tax accounting from combining disparate technological platforms through tactical talent recruitment • MAXIMIZE working capital through achieving greater visibility into cash positions and realize arbitration of internal and external cash flows • BENCHMARK models of financial shared services delivery with your peers to understand current trends in offshoring and outsourcing Contact Sarah Thompson at sarah.thompson@iqpc.com or call 646-502-3266

1. proudly presents:
Register
by 05/01/09
The 9th Annual
to receive up
Shared Services to $1,996 off
See page 7
for details.
For Finance & Accounting
TM
Our distinguished
BEAT THE ECONOMY: Exceed business expectations – Measure panel of speakers
results – Achieve cost efficiency, service and operational excellence includes
David Lambert
July 20-22, 2009 • Hyatt Regency McCormick Place • Chicago, IL Strategy Practice
Clarkston Consulting
The SSFA 2009 Summit’s new interactive approach Mark Weaver
encourages you to network, benchmark and learn with Director, Finance & Accounting
top industry leaders during interactive roundtables, in Shared Services and Systems
working groups and from case study presentations, UPS
discussion panels and keynotes. Graham Allen
Director, Digital Solutions
Textron, Inc.
Top TOOLS that you will take away: Greg White
• Analytic framework to determine categories of services and processes to include in your Financial Services Director of Accounting and
Center such as: Accounts Payable, Accounts Receivable, Credit & Collections, Treasury and General Ledger Project Lead
• A step by step strategy in migrating your focus on value creation from a primarily cost saving approach to ConAgra Foods
becoming truly customer-centric stand-alone business unit
Don Rohacek
• Cost-benefit analysis to calculate implementation time and payback schedule from technology solutions to
Vice President
automating Accounts Payable
Liberty Mutual
• Model outsourcing RFPs and renegotiations – tips to leverage the down economy to your advantage
Michael Cullen
• Communication tools and strategies with senior management and business units to align your financial
performance objectives and financial compliance goals with corporate long and short term strategies
Senior Vice President
Marriott International
• Customer satisfaction measurement tools
Craig Chapman, Ph.D.
• Dashboard views and corporate scorecards to ensure that your financial SSC can cope with increasing
workload of absorbing additional processes from business units Kellogg School of Management
• Key requirements checklist for a financial shared services center location, domestically and abroad Jake Farkas
Director of Financial and
Accounting Business Process
Why Attend in 2009: Learn how to take advantage of Outsourcing
Trinity Industries
the following trends and opportunities
Kevin O’Connor
TRANSITION from simple provision of information, data and snapshots of financial performance to performing a
more sophisticated analytic and forecasting function to business units and SUPPORT the strategic direction of APEX Analytix
each business unit client John Craig
ACHIEVE additional, incremental cost savings across the board from specific improvements to the delivery of Readsoft
processes and services in working capital management, dispersements, invoicing, and vendor management
Margaret Kelly
MANAGE the growth of your Financial Shared Services Center and the adoption of new complex processes such Trintech
as general ledger, treasury and tax accounting from combining disparate technological platforms through tactical
talent recruitment Michael J. Glim
MAXIMIZE working capital through achieving greater visibility into cash positions and realize arbitration of Vice President, Procurement and
internal and external cash flows Strategic Sourcing
BENCHMARK models of financial shared services delivery with your peers to understand current trends in off- Harris Bank
shoring and outsourcing
Sponsors:
Obtain CPE Credits,
see page 7 for more details.
REGISTER ONLINE AT www.iqpc.com/us/ssfa or CALL US AT: 1-800-882-8684

2. Who Will Attend:
CFOs, SVPs, VPs, Directors and
The 9th Annual Managers responsible for:
Shared Services • Finance &
Accounting
• Treasury
• General Ledger
For Finance & Accounting TM
• Credit &
Collections
• Tax
• Payroll
• Accounts
• Insurance &
Dear Colleague, Payable
Risk
• Accounts
• Controller
Cash is king, now more than ever Receivable
. This is not a surprise to you in your • Dispersement
shared services organization. How financial • Travel &
ever, liquidity, cash management Expenses • Cash
just some of your concerns. The com and credit are
bination of automation and outsourc management
core financial transaction processin ing of
g is prompting a fundamental shift
of shared services organizations. in the role
The shared services service delivery
quickly evolving towards end-to-e model is
2009, is your shared services orga
nd process ownership and decision
support. In Sponsorship and
nization taking advantage of opp Exhibition Opportunities
grow, improve the bottom line of ortunities to
your company and improve service
you have a strategy for improving delivery? Do Sponsoring the 2009 Shared Services for
the management of compliance with
Oxley and other regulatory directive Sarbanes- Finance & Accounting Summit is an
s? Do you know which geographic excellent opportunity for your company
provide the best options for your locations
SSO? to showcase its products and services to
an audience of high-level decision-
Taking place in Chicago, IL from makers and budget holders attending
July 20th – 22nd 2009, the 2009 Sha
Services for Finance and Accoun red the conference. SSON and IQPC help
ting Summit will address these que
specifically. The event will bring toge stions companies like yours achieve important
ther senior executives from financia sales, marketing and branding objectives
services organizations of top com l shared
panies in an exciting interactive foru by setting aside a limited number of
practical tools and actionable insig m, delivering
hts into optimizing every practice event sponsorships and exhibit spaces –
financial shared services organiza within your all of which are tailored to assist your
tion. Whether you are trying to mee
savings percentages through wor t targeted organization in creating a platform to
kflow technologies for accounts paya maximize its exposure at the event.
implementing effective debt man ble or
agement and credit management
monitor your customers, the Sum policies to For more information on sponsoring or
mit will provide you with opportu
harness the knowledge of top indu nities to exhibiting at the 2009 Shared Services
stry experts and also the collective for Finance & Accounting Summit,
of your peers who are facing the experience
same challenges. please contact Mario Matulich at (212)
885-2719 or sponsorship@iqpc.com
Please take a few minutes to read
through the agenda, and then visit
– www.iqpc.com/us/ssfa. I look forw our website
ard to meeting you in Chicago in
most important meeting of the year July, at the About SSON
for strategic sourcing leaders.
SSON provides
Best regards, research, training
and networking
for over 4,500 shared services executive
your
ximize members from over 50 countries around
P.S. Ma xperience the world. Whether you need resources
ge
learnin ttending
to write a report, facts to benchmark
a performance against or simply want to
by e
eractiv meet some of your peers at the same
Tatiana S. Diykova our int hops! stage of development, we can support
Senior Conference Director works you. Sign up today, for $149.99 and
receive benefits that will help you take
IQPC e 7 and your implementation to the next level.
See pag day!
register to Website: www.ssonetwork.com Email:
info@ssonetwork.com Phone + 44 (0)
20 7368 9300
About Our Sponsors
APEX Analytix serves global shared services ReadSoft is the global leader in Document Automation, which lowers
with recovery audit services and technology business costs, speeds up document processing and provides better control
solutions that prevent, detect, and rapidly of incoming documents. We offer invoices, forms, EDI, mailrooms and indexing business
recovery overpayments; support compliance, mitigate solutions and are certified software partners with SAP and Oracle. Organizations like Avon, CSC,
risk, and provide insight into accounts payable, Porsche and more are increasing business efficiency with ReadSoft. Website: www.readsoft.com
purchasing and the procure to pay process. The company
has over 40 software installations – more than any Trintech, Inc. (NASDAQ: TTPA) is a global software, technology services, and
provider of A/P recovery audit services and prevention hosted application services company specializing in transaction verification,
software. The software has prevented more than $1 reconciliation, process management and compliance. Trintech provides solutions for automating
billion in overpayments. APEX Analytix serves more than and analyzing account reconciliation and certification processes to ensure enterprise-wide
30 of the Fortune 100 and has 110 active software and compliance with internal business controls and Sarbanes-Oxley requirements. Website:
service clients. Website: www.apexanalytix.com www.trintech.com
2 REGISTER ONLINE AT www.iqpc.com/us/ssfa or CALL US AT: 1-800-882-8684

3. Pre-Conference Workshops
Monday, July 20, 2009
A
8:00 – 10:45 7:30 Coffee and Registration
Building the Business Case for Shared Services in Finance and Accounting
This workshop will guide you through how to structure and deliver a the proposed solution
successful business case for shared services in finance and accounting. • Providing a baseline for cost management during development and
You will learn how to identify and gather information that is critical to future benefit tracking
convince senior management to support your initiative, quantify and • Establishing success criteria
detail the associated costs and quantifiable (labor and non-labor) and How you will benefit:
non-quantifiable benefits of your proposed solution. We will address • Benchmark with fellow workshop participants on communication
different business case structures depending on where your shared strategies that work
services organization is in its lifecycle. • Avoid common mistakes in business case writing
What will be covered: • Practice your pitch
• Providing a background and context to the proposal • Brainstorm answers to common push-back questions from senior
• Communication strategy to present business needs, options for management
meeting these needs, costs and benefits
• Structure to estimate costs, benefits, and related financial metrics of
Workshop leader to be confirmed
B
11:00 – 1:45 10:30 Registration. Lunch will be served
Top Benchmarking Strategies to Prove Continuous Added Value of Your Shared Services Center
The future of your shared services organization is dependent on your • Leverage your technology investment to provide visibility and control
organization’s ability to trend and benchmark its performance, of your processes
internally and with your competitors. How do you know if you are • The best companies get better during the down cycles, how to stay
being successful? Fully optimizing a mature, single or multi-functional focused and become stronger
shared services center can be challenging. And don’t forget your • Building quantifiable measures into the performance plans of your staff
customer! Learn to provide consistent and measurable customer service How you will benefit:
to ensure that the enterprise understands the true value of your shared • Ten missed cost savings opportunities
services organization. In this interactive workshop you will zoom in on • Ten self-funded improvement opportunities without the consultants
ways to measure the performance of people, processes and systems. • Ten improvement opportunities with less than 6 months ROI
What will be covered: • Ten actions to get the most from your technology investments
• Tough times require fact based decisions • Ten steps required to define and adopt a measurement culture
• Performance Improvement is everyone’s responsibility
Workshop leader: David Hebert, 3cInsight
C
2:00 – 4:45 1:30 Registration
The Next Generation in Assessing and Managing Risk
In the current economy, stakes for risk management decisions are this workshop, learn how to:
higher than ever and thus these decisions need to be supported by a • Establish an effective analytic approach to performing a risk analysis
higher level of detail. Determining that appropriate level of detail is a of a company’s controls and vendor management
matter of understanding and grappling with variables that inevitably • Identify specific areas of fraud in the procure-to-pay process
challenge the risk management process. There is a need to be able to • Benchmark best practices, do’s and don’ts with your peers
critically assess the effectiveness and efficiency of all sources of risk
Workshop leader: Kevin O’Connor, APEX Analytix
management information and define areas of potential exposure. In
D
5:00 – 7:45 4:30 Registration
Accounts Payable Bootcamp: Leveraging Technology to Automate and Optimize Invoicing
AP is often wrought with manual and inefficient processes that cause • Cost-benefit framework to identify cost-savings and ROI through
huge delays and become very costly to the organisation . In an automation of invoicing/document flow
economic downturn, many organizations are reacting by undertaking • Targeting early payment discounts
an across-the-board cost cutting exercise, targeting IT, spend and How you will benefit:
procurement specifically. Attend this workshop to learn how a focus on • Benchmark you current AP practices to identify areas for improvement
internal cost optimization programs aiming at longer-term process and recognized/unrecognized processing costs
improvements that align the business objectives of reducing operating • Develop an AP process improvement business case
costs and expenses, and improve efficiencies.. • Take-away best practices and do’s and don’ts lists of technology
What will be covered: selection, implementation and management
• Analysis of AP processes, pain points and costs
Workshop leaders: John Craig, Readsoft and client
Sponsors: 3

4. Main Conference Day One
Tuesday, July 21 2009
,
7:15 Registration & Coffee 9:00 Panel Discussion: Leveraging Different Structures
in Shared Services Delivery Models to Optimize
8:00 Chairperson’s Welcome and Opening Remarks Scarce Resource Utilization and Mitigate Risk
David Lambert, Strategy Practice, Clarkston Consulting
8:15 Keynote: The Future of Financial Reporting -
Implications of the Global Credit Crisis for Financial Mark Weaver, Finance and Accounting Shared Services and
Shared Services Organizations Systems, UPS
Craig Chapman, Ph.D., Kellogg School of Management Graham Allen, Director, Digital Solutions, Textron Inc.
The credit crisis and the volatility of the global economy have There is no single silver bullet for a state of the art shared services
shined the light on shared services centers and their ability to organization. Different models of finance service delivery make use
leverage a centralized operating platform for efficient liquidity of centralized, decentralized, off-shore, on-shore, captive and
management. However, the downturn in the economy is also an outsourcing structures. During this session panelists will present
opportunity to take advantage of access to financial data and analytic frameworks that helped them decide upon their own
information to provide analytic and forecasting functions to adopted models of financial shared services delivery. Learn how to:
business units. How will this opportunity be impacted by changes • Assess the advantages and disadvantages of each financial
in financial regulation? Learn how to: services delivery model and implications of your decision in the
• Deliver strategic insights into cash inflows and outflows current economic climate
• Prepare your shared services organization for evolution in • Determine the scope of your financial services transformation –
financial regulatory changes (i.e. increased transparency, general given each model, what are the practical guidelines for
purpose financial reporting requirements for capital markets and consolidation, centralization and outsourcing?
the regulatory reporting) • Match performance metrics to each solution and to a hybrid
• Implement checks and balances to support performance of solution
business units
10:00 Morning Networking Break
Key Shared Services Elements Key Processes and Functions
10:45 Designing Effective and Efficient Delivery of Finance & Roundtable Discussion: Successfully Integrating
Accounting Services from the Ground-Up – How to Outsourcing into Your Service Delivery Strategy
Invest Right to Save More
Moderators:
Panelists include: Don Rohacek, Vice President, Liberty Mutual
David Lambert, Strategy Practice, Clarkston Consulting
Jake Farkas, Director of Financial and Accounting Business
For an organization seeking to create a shared services center from the Process Outsourcing, Trinity Industries
ground up, speedy implementation, effective service delivery and tight
Working with an outsourcing provider is an attractive option to refocus
alignment with corporate strategy are paramount. However, the
your organization on internal strengths. However, what is the process
diversity of financial services delivery models, automation solutions and
for making a decision to outsource and what are the implications for
internal challenges in securing senior management buy-in frustrate
business strategy, corporate structures, acquisitions and divestitures?
many nascent initiatives to set up shared services centers. Make sure
Learn how to use the following tools:
that you are making the right investments in technology and talent by • An analytic framework for the “make vs. buy” decision
learning how to use the following tools: • Criteria to determine in house capabilities and strengths
• An analytic framework to distinguish between categories of services
• valuation framework for outsourcing solutions
and specific processes to include in a Financial Shared Services Center • Models to set-up RFPs
and those to keep local in business units
• Cost-benefit analysis to determine cost and implementation time
(costs) vs. payback schedule
• A checklist of information, data, analysis and benefits to present to
senior management in order to achieve buy-in and support for your
shared services center
11:45 Working Groups: Linking Shared Services with units to keep track of changing priorities
Enterprise Business Strategy to Move from • How to determine if your shared services strategy truly links to
Transaction Based Efficiencies to Sustained your business strategies: warning signs
Organizational Capability • How do you know if your metrics and benchmarks are up to date
In this interactive session you will discuss the solutions your peers and your advisory board is relevant?
have put in place around the following challenges:
• Communication strategies with senior management and business 12:30 Networking Luncheon
4 REGISTER ONLINE AT www.iqpc.com/us/ssfa or CALL US AT: 1-800-882-8684

5. 1:30 Panel Discussion: A Structural Approach to • Scope: an analytic framework to determine which functions are
Managing Growing Pains of an Expanding Shared no longer needed on-shore
Services Center • Location: a research template to analyze the area including
important compliance issues such as government laws and
Panelists include: customs, tax regulations and availability of talent pool
Mark Weaver, Finance and Accounting Shared Services and • Configuration: a checklist to create a corporate culture which
Systems, UPS aligns with home office: setting up hours, establishing protocols
David Hebert, 3cInsight and interpreting cultural differences
• Common pitfalls: licensing, documentation
The unprecedented growth of shared service organizations which
are incorporating additional services from the business units, 3:15 Afternoon Networking Break
present a number of challenges such as how to consolidate service
delivery from regional offices, how to define and implement 4:00 Achieving Operating Efficiencies in Accounts
performance metrics for newly absorbed services and how to Payables Through Automation to Reduce Costs and
combine often disparate technological platforms. In this session Improve Effectiveness
panelists will share:
• Examples of governance structures to avoid disturbance to John Craig, Director of Sales, Readsoft
business and absorb new services rapidly Lynn Smith, Staff Manager – Finance, Verizon Wireless
• Performance metrics and criteria for success to ensure
comparable and enhanced service delivery Utilizing technology to improve workflow optimization, minimize
• Communication tools to harness knowledge from business units errors and achieve efficiency gains is an attractive proposition for
and manage loss of talent (close consultation with clients shared services organizations faced with dwindling budgets and
programs, internal formal/informal training programs) pressure from business units. However, in this economic climate, there
is no room for error and investments in automation must balance
2:15 Roundtable Discussion: Best Practices for Setting expected outcomes with prudent spending. In this session, learn to
Up a Captive Off-Shore Center utilize the following tools to make your AP automation decision:
• Data capture techniques and technologies
Moderator: • Evaluation method for determining the right e-invoicing/e-pay
Graham Allen, Director, Digital Solutions, Textron Inc. solutions
• Strategy to establish key metrics for AP automation
Globalization has increased the number of options for setting up
• Strategy to establish internal AP controls
an off-shore shared services center. However, expanding off-shore
activity carries with it increased risk, logistical and legal
considerations. Learn to navigate these minefields by leveraging 4:45 Chairperson’s Closing Remarks
your speaker’s and fellow participants’ expertise in the following:
Main Conference DayTwo
Wednesday, July 22, 2009
7:30 Registration & Coffee One of the key elements of a successful shared services
organization in the ability to provide consistent and measurable
8:00 Chairperson’s Opening Remarks customer service to ensure performance excellence. Business units
require seamless service delivery as they are increasingly relying on
8:15 Panel Discussion: Improving Operational shared services centers for business intelligence and on-going
Performance of Your Shared Services Center to operational support. Learn to take advantage of the following
Achieve Greater Efficiency, Effectiveness and Drive tools in order to serve as a “best in class” financial services delivery
Customer Satisfaction organization:
• An approach to performance metrics review
Panelists include: • Examples of continuous improvement programs
Peter Mares, Vice President, Integrated Finance Service • Feed-back loop between KPI and client’s strategic plans
Delivery, Unisys Corporation • Setting up an advisory board
• Example of a program for customer engagement and satisfaction
Michael Cullen, Senior Vice President, Marriott International
• Customer satisfaction measurement tools
Key Shared Services Elements Key Processes and Functions
9:15 Panel Discussion: Improving Controls, Visibility and Roundtable Discussion: ERP Optimization
Performance in Order-to-Cash Cycles The ability to optimize the technology underpinnings of the finance
functions is critical for companies to derive
Panelists include:
maximum value from their data to drive business decisions. However,
Bill Chase, Director, Order to Cash, Intuit
many companies could be using their ERP platforms more efficiently
Michael Elliott, Director, Credit, RRD and effectively, whether in scope of services or functions.
Learn how to:
Breakdowns in credit management, order quality assurance, inventory • Develop a set of performance improvement objectives that can be
transaction reconciliation, collections, cash application and cash
...continued on next page
Sponsors: 5

6. forecasting can cause revenue leakage, delayed payments, write-offs facilitated using ERP and related technologies
and lost business. Learn how to arm yourself against these lurking • Identify legacy internal business processes that may be impeding the
dangers through implementing the following strategies: optimal performance of your ERP system
• Consistent controls and auditable processes based on common data, • Institute a streering committee of senior management (CFO office),
rules and information process owners and IT team to oversee the optimization process
• Management dashboard views, corporate scorecards, online
reporting, exception or threshold driven alerts
10:15 Morning Networking Break 2:15 Working Groups: Recruiting, Retaining and
Nurturing Talent in a Shared Services Center
11:00 Shared Service Reconciliation Process: Reduce Cost, During Recessionary Times
Increase Management Visibility As corporations change their financial services delivery strategy, the
need for new skills and talents emerges. The ability to manage
Margaret Kelly, Financial Solutions Consultant, Trintech
offshore resources, harmonize global standards and integrate a
& client
more diverse corporate team are surfacing as key talent
The account reconciliation process is one of the most critical requirements in a new service delivery paradigm. Ability to source,
controls ensuring the accuracy of financial reporting, yet for most train and manage talent is emerging as one of shared services’
firms, the process is almost entirely manual. Sound financial most critical factors. In this session, benchmark against the
controls will improve operational efficiencies, reduce costs, increase solutions your peers have already put into place in the following
financial transparency, enhance risk management capabilities and topic areas:
ensure strict regulatory compliance. This session applies the • Communication strategies
principals of “sustainable compliance” to optimize the • Training programs (internal and cross functional)
reconciliation process and to ensure they meet the control • Career pathing and planning
objectives. • Compensation structures
• Standardize of monthly account reconciliation strategies
• Streamline month end accounting and accruals 3:15 Afternoon Networking Break
• Tighten standards for approval of expense spending
3:45 Fraud Detection in Financial Shared Services
11:45 Maximizing Working Capital through Effective
Client Presentation with APEX Analytix
Debt Management and Credit Management
Financial Shared Services centers’ concern over risk of fraud in the
Terri Harris, Senior Manager of Business Operations, Harris
procure-to-pay process is ever more acute in the current economic
Corporation
climate because of the implications for the enterprise bottom line
The impact of the credit crisis on cash flow and liquidity has and SSO’s own financial performance. As vendors are hit by
brought trade receivables management to the forefront of greater economic instability and deteriorating market conditions,
corporate finance. Learn how to best manage the largest asset on the risk of fraud is on the rise.
your balance sheet and make sure that it serves as the largest Learn how to:
source of funds for your company. • Establish a framework to identify areas of potential exposure to
• Tools to monitor and trend customers’ creditworthiness vendor fraud
• Collections and dispute management tools • Identify components of your vendor risk initiative
• Key metrics to measure the success of your credit and collection • Monitor for changes in vendor behaviour and assess deviations
services from norm
• Implement protocols for real-time response
12:30 Networking Luncheon
4:30 Quick-fire Session with Shared Services All Stars:
1:30 Panel Discussion: Improving Financial Governance 30 Ideas in 40 Minutes
and Compliance in Shared Services Panel of experts will break down the tools and activities that have
had the greatest impact on their business. The panel also
Panelists include:
brainstorms next-steps and outlines quick-wins for conference
David Lambert, Strategy Practice, Clarkston Consultingp
participants for next day action.
Successfully embedding compliance and risk management into
Don Rohacek, Vice President, Liberty Mutual
financial processes to increase transparency, ensure data quality
and streamline financial is challenging with diminishing staff, IT Terri Harris, Senior Manager of Business Operations, Harris
and investment resources. New regulatory requirements in light of Corporation
the fallout from the credit crisis in the US pose additional,
Lynn Smith, Staff Manager – Finance, Verizon Wireless
unknown challenges for shared services organizations.
Learn how to: Michael Elliott, Director, Credit, RRD
• Employ strategies and tools to streamline financial controls for
Peter Mares, Vice President, Integrated Finance Service
account reconciliation, key accounting activities, financial
Delivery, Unisys Corporation
analytics and spreadsheet compliance
• Implement structures to improve risk management capabilities
5:15 Chairperson’s Closing Remarks and Close of
and ensure strict regulatory compliance on tax and Sorbanes-
Conference
Oxley requirements
6 REGISTER ONLINE AT www.iqpc.com/us/ssfa or CALL US AT: 1-800-882-8684

7. CPE Credits
Penton Learning Systems d.b.a International Quality and
Productivity Center is registered with the National Association of
Why Attend in 2009: 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue
Balance – Find the right model of centralized vs. North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org
decentralized, on-shore vs. off-shore, captive vs. outsourced
financial services delivery for your organization and This program stands as BASIC as there are no prerequisites or advanced preparation
benchmark against your competitors requirements to attend our conferences. “Group Live” delivery method.
Scope – Understand the implicit benefits and liabilities of a About the venue
decision as to which services to include in your shared services
Hyatt Regency McCormick Place
centre and which to keep with business units 2233 S Martin L King Drive, Chicago, IL 60616
Tel: 1-800-233-1234 Fax: 1-312-528-4000
Location – Learn about current trends in locating SSCs Web: www.mccormickplace.hyatt.com
off-shore, emerging market locations and how to weigh cost
The Hyatt Regency McCormick Place is conveniently located in downturn Chicago
benefits versus risk and is connected to North America’s largest conference center. Take in the
incredible views of downtown from contemporary guestrooms, savor a variety of
Performance – Develop a structure for reaching delicious cuisines in our popular restaurants, or relax in the indoor pool and fitness
center. This versatile hotel remains the preferred choice for visitors year after year.
sustainable improvement results in a transactional
environment IQPC has a reduced-rate room block for participants of the Shared Services for
Finance and Accounting conference at the Hyatt Regency McCormick Place. For
Technology – Understand where to spend money on room reservations, please contact the hotel directly at 1-312-567-1234. Be sure to
mention that you are attending IQPC’s Shared Services for Finance and Accounting
technology solutions to support the operations of your conference for the group rate when making your reservations. The group rate is
strained SSO available 3 days prior and 3 days post event dates, before June 26, 2009.
Registration Information
Qualified Shared Services and Finance and Accounting Professionals
Register by Register by Register by Register by Register by Standard
4/17/2009 5/1/2009 5/15/2009 5/29/2009 6/26/2009 Price
Conference Only (save $700) (save $600) (save $500) (save $400) (save $200)
$1,099 $1,199 $1,299 $1,399 $1,599 $1,799
All Access Pricing (save $1,996) (save $1,796) (save $1,596)
$1,999 $2,199 $2,399
Workshops Only $549 each $549 each $549 each $549 each $549 each $549 each
Solution Providers, Consultancies and Software Providers
Register by Register by Standard
5/29/2009 6/26/2009 Price
Conference Only (save $800) (save $400)
$1,999 $2,399 $2,799
All Access Pricing (save $2,196) (save $1,996) (save $1,796)
$2,799 $2,999 $3,199
Workshops Only $549 each $549 each $549 each
Please note that multiple discounts cannot be combined. information, please contact customer service at 1-800- For IQPC’s Cancellation, Postponement and
882-8684. Substitution Policy, please visit
A $99 processing charge will be assessed to all
www.iqpc.com/cancellation
registrations not accompanied by credit card payment at Details for making payment via EFT or wire
the time of registration. transfer: JPMorgan Chase Special Dietary Needs: If you have a dietary restriction,
Penton Learning Systems LLC dba IQPC: 957-097239 please contact Customer Service at 1-800-882-8684 to
MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC *
ABA/Routing #: 021000021 discuss your specific needs.
CT residents or people employed in the state of CT must
Reference: Please include the name of the attendee(s)
add 6% sales tax. ©2009 IQPC. All Rights Reserved. The format, design,
and the event number: 11034.003
content and arrangement of this brochure constitute a
Team Discounts: For information on team discounts,
Payment Policy: Payment is due in full at the time of trademark of IQPC. Unauthorized reproduction will be
please contact IQPC Customer Service at 1-800-882-
registration and includes lunches, refreshment and actionable under the Lanham Act and common law
8684. Only one discount may be applied per registrant.
detailed conference materials. Your registration will not principles.
Special Discounts Available: A limited number of be confirmed until payment is received and may be
discounts are available for the non-profit sector, subject to cancellation.
government organizations and academia. For more
Sponsors: 7

8. International Quality & Productivity Center
proudly presents 535 5th Avenue, 8th Floor
New York, NY 10017
The 9th Annual
Shared Services
For Finance & Accounting
❑ Conference Only ❑ Workshop(s) Only ❑ ALL ACCESS PRICING
Please Choose Your Workshops: ❑A ❑B ❑C ❑D
Your customer registration code is:
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Our distinguished panel
Registe of speakers includes
proudly presents: r
by 05/
01/09 David Lambert, Strategy Practice,
to rece
ive up Clarkston Consulting
to $1,9
See pa
96 off Mark Weaver, Director, Finance &
ge 7 fo
r details
. Accounting Shared Services and
The 9th Annual Systems, UPS
Shared Services TM Graham Allen, Director, Digital
Solutions, Textron, Inc.
Greg White, Director of Accounting
and Project Lead, ConAgra Foods
For Finance & Accounting Don Rohacek, Vice President, Liberty
Mutual
Michael Cullen, Senior Vice President
Marriott International
BEAT THE ECONOMY: Exceed business expectations – Measure Craig Chapman, Ph.D., Kellogg School
of Management
results – Achieve cost efficiency, service and operational excellence Jake Farkas, Director of Financial and
Accounting Business Process
Outsourcing, Trinity Industries
July 20-22, 2009 • Hyatt Regency McCormick Place • Chicago, IL Kevin O’Connor, APEX Analytix
John Craig, Readsoft
The SSFA 2009 Summit’s new interactive approach encourages you to network, Margaret Kelly, Trintech
benchmark and learn with top industry leaders during interactive roundtables, in Michael J. Glim, Vice President,
Procurement and Strategic Sourcing
working groups and from case study presentations, discussion panels and keynotes. Harris Bank
Sponsors:
Obtain CPE Credits,
see page 7 for more details.
REGISTER ONLINE AT www.iqpc.com/us/ssfa or CALL US AT: 1-800-882-8684