Read on to see how ss&o week will impact youR bottom line, who you can meet and what you can leaRn...

SS&O Week is the ‘Big Daddy’ of Shared Services and Outsourcing Events, Where Practitioners Decide Their Organization’s Future and Their Next Business Solutions

2015EvENT PrOgram

MARCH 9-12, 2015 • OMNI ORLANDO RESORT AT CHAMPIONSGATE • ORLANDO, FL

WWW.SHarEDSErvICESWEEK.COm “I first attended SSON’s Shared Services Week 10 years ago as we were starting to build one of our domestic SSOs. The conference provided me a foundation of knowledge and a great network of contacts that I leveraged in the following years.

Since then, we have stood up and matured our organization, and I am now leading a global transformation effort as we continue to change our operating model. I am thrilled to be back to learn more around others’ global initiatives where we are not yet mature, and to be able to share PepsiCo’s journey and learnings with other shared services colleagues.”

Lisa Miller, VP, Global Financial Shared Services, Global Transition / Global Transformation, PepsiCo, Inc.

aNDrEW mCaFEEand our 2015 big idea speaker,

co-Founder of mit’s initiative on the digital economy, is going

to tell us how to handle it.

RoboTICS PRoCeSS AuToMATIon KeynoTe

a NEW INDUSTrY STaNDarD!

Shared Services,GbS, outsourcing and Transformation Leaders onsite

55% NEWPractitioner organizations onsite

800+elizabeth o’Farrell, sVp, Gbs & cpo, Eli Lilly

mark burrows, Vp Global shared services, Juniper Networks

(because you want to hear neutral feedback

from practitioners, right? Right.)

NO SaLES PITCHES

ONSTagE.

Robin shahani, chief procurement officer, TD Ameritrade

andrew mcafee, co-Founder of mit’s initiative on the digital economy

WaYS SS&O WEEK WILL HavE mOrE ImPaCT THaN EvEr IN 2015

aDvISOrY BOarD mEmBErS

3Dear Colleague,

Since we last met, we have been working daily to ensure that our event content is at the forefront of what the SS&O industry is currently grappling with. In 2014, that research uncovered the “Year of the Customer.” While value creation and optimization is still top of mind for the majority of SS&O executives, one challenge came up time and time again as we canvassed the SS&O marketplace during our research. By a landslide, the area that is causing the most headaches - but also the most opportunity - is in talent management.

your employees are your greatest resource. Finding them, engaging them, retaining them, and developing them into the next generation shared services professional is the goal of every shared services leader.

The industry has discussed at length that shared services cannot just be about the transactional and because of that, employees cannot just have a transactional mindset. While acceptable for a starting point within an organization, for the employee base to remain motivated and for the company to continue to thrive, both the company and the employee must look towards the future and have robust strategies in place for career pathing, engagement, and upskilling. While all of these are widely accepted as being necessary, the general consensus is that in practice, they are lacking. With the wider spread use of analytics, digital technologies and the growth into global operations on the horizon, a major talent crunch is looming.

This is why 800+ SS&O executives come to the Shared Services and Outsourcing Week each year. Those who drive the strategy come and learn what strategies are being developed at other companies. Operational professionals are coming to learn what their next step is in their career and to develop a strategic mindset. And with a greater focus in 2015 on analytics, disruptive technologies and process optimization and standardization, this is the best most forward thinking event yet.

sson takes great care in developing an agenda that is FoR the industry, by the industry. we’d like to thank the advisory board for taking an active role in helping guide and shape this year’s agenda:

cindy Gallagher VP and Assistant Controller AoL

eric simonson Managing Partner, Research everest Group

scott manning Partner ScottMadden

ed hansen Partner baker & McKenzie

deborah kops Founder Sourcing Change

lee coulter SVP, CEO, Shared Services Ascension Health

Josephine panganiban Chief of Staff, Business Operations & Strategy, Global Operations Metlife

arindam mukhopadhyay Managing Director, Global Head of Strategy & Re-engineering Citigroup

John standring SVP, Global Financial Operations American express

Robert cecil Partner KPMG, LLP

Graham Russell BPO Director WPP

Gareth morgan SVP, Business and Finance Services bristol-Myers Squibb

For the first time ever in our industry, we’re barring sales pitches onstage. this means that you will hear from practitioners on what they’ve done and how they’ve done it, before then speaking to our vendor partners on the best route-to-success.

each practitioner attendee will receive a free 12-month license to shared intelligence, where you can continue the conversations from onsite, 365-days a year, 24/7 plus access ready to use tools and templates – for the practitioner, by the practitioner.

new for 2015, sson has partnered with ceb in order to highlight the complexity of our speaker faculty organizations. that means you’ll be able to select sessions based on how our speakers’ organizations compare to yours. check soon for our complexity chart!

No SALES PiTchES oNSTAgE.

ShArED iNTELLigENcE oNLiNE AccESS.

cEB’S SPEAkEr rANkiNg AND comPLExiTy iNSighT.

Register online at www.sharedservicesweek.com or call us at +1-800-882-8684. 2

1 2 3

Further, SSON is launching Shared intelligence, the industry’s premier online community exclusive solely to active practitioners. You’ll be able to connect with 3,000 practitioners attending our conferences globally for 12 months, no vendors are allowed access. SI will ensure you meet the right peer at the right time 24/7 365 days a year, whether you’re preparing a business case, needing a process template or org chart or want to canvass opinion on a project. As a practitioner attendee to SS&O Week, you’ll receive a free 12-month license with your ticket.

Why would you miss out on this opportunity? As a shared services professional looking for the next phase in your personal and your company’s journey, you wouldn’t. And so I look forward to welcoming you during Opening Remarks at the Omni Orlando Resort next March. Come for the networking, leave with strategies that will transform your business for the rest of this decade.

Join us in Orlando by registering online at www.sharedservicesweek.com or by calling the team at +1-800-882-8684.

See you in March!

Best,

Heather King Divisional Director Shared Services and outsourcing Network North America

Receive a

when you book and pay before December 19th.

FrEE SHarED INTELLIgENCE

12-mONTH LICENSE

Follow us!@ssoweek@ssonetwork

gOODBYEONSTagESaLESPITCHES.

HELLO, aLL PraCTITIONEr-LED PLENarY aND TraCKED SESSIONS...Ever find yourself zoning out the moment you realize someone is selling you something you didn’t ask for? Well, we do – and so do a lot of our customers.

That’s why starting 2015, SSON has done away with vendors taking the stage to pitch their products and replaced it with an all-practitioner led speaker faculty for our plenary and tracked sessions.

This means you’ll get access to a practitioner’s point of view every time you come to one of our events. Your time spent with us will be 100% more effective as you learn from peers about their experiences, lessons learned and their roadmap to success.

Now, don’t get us wrong – our vendors still have a very prominent place at our events, because we know that they provide an enormous amount of value and knowledge for you. (If anything, many of the practitioners you’ll hear from owe their success to a partnership with a solution-provider!)

However, it will be based on your decision when and where to hear from solution-providers – whether through a 1-to-1 meeting to discuss a specific challenge, during a Masterclass or Workshop catering to niche groups or within the Exhibition Hall to get an understand of all the new technology available to empower your success.

It is our primary responsibility to make sure you widen your networks and hear the content you signed up for when you attend an SS&O Week. This is our first step (of many) to stick by our word.

Here’s to a new standard in the events industry for the shared services and outsourcing community.

Learn more about the ‘Goodbye onstage Sales Pitch’ campaign at www.sharedservicesweek.com/nosalespitch. 3

Register today to hear from some of the world’s most successful practitioners at www.sharedservicesweek.com 4

HErE’S a TaSTE OF WHO THEY arE aND WHY YOU SHOULD LISTEN

85+ PraCTITIONErS arE TaKINg THE STagE...

What are you responsible for in your role?

What is the metric you are most proud of and what was it prior?

What is the most innovative thing you or your team has done?

What one project was your single biggest learning point?

John Gregory Global Finance Lead, GBS kellogg corporation

The Global implementation of GBS for finance and helping move to End to end Process. This is part of a multi-functional global project. Our focus is on moving existing SSCs to a GBS multi-tiered model.

Moving from 0 to 85% electronic invoicing in 18 moths

Reduction of headcount in Finance Shared Services by 30% and moving to balanced scorecard model moving focus beyond cost to Customer service, Quality and Talent Engagement / development.

Creating a Center of Excellence for front office finance activities.

Anthony Lombardi VP and CIO, GBS Armstrong World

Global Information Technology Services; F&A, A/P & A/R for North Am & Europe; and HR shared services for North Am.

All of: Paid-on-time, %payments electronic, DSO, % current, $added to bad debt reserve, transaction quality. Most were not measured before & those that were measured were only North America (except AR metrics.) We are at world class in most of these now globally.

Not earth-shattering… but regular & ongoing globally consistent process change.

Outsourcing… the change management was (and still is) huge! Change Mgmt is the key to success.

Robin Shahani CPO TD Ameritrade

Firm-wide procurement (known as “Supply Management”), the Third-Party Lifecycle Management Program, and COO Organization Strategy & Planning

In Supply Management, we have brought together aspects of the Lean Management System (known internally as “The Better Way”) with Category Management, in order to optimize ecosystem value, rather than focus alone on the rate of, and/or demand for, goods and services.

In a prior role, leading a comprehensive shared services and procurement transformation, while rolling out a new global sub-ledger platform and simultaneously responding to US banking regulators on third-party management issues.

Rick Arpin SVP, Corporate Controller mgm resorts international

Oversight of finance shared services, including revenue accounting, billing, accounts receivable, general accounting, payroll, and accounts payable. treasury. data and reporting COE.

Reducing controllable turnover within the finance shared services center from over 15% to under 10%

Re-engineered the process of distributing and returning banks to cashiers in retail and food and beverage outlets, leading to more accurate cash information and reduced headcount in the operation.

Consolidation of billing and accounts receivable teams from business units into shared services – impact of a great leader and transparent communication with affected team members.

Vijay Rao Global HR Operations Leader Facebook

People Operations globally at Facebook. Includes all of HR operations, Contingent Workforce management, Compliance, and overall employee experience.

Driving adoption of a global recruiting system across 80+ countries; driving satisfaction and adoption at the same time and raising both metrics.

The team branding. When the group was started, we didn’t want to come off as too corporate or as traditional HR organizations position themselves. Hence the team is called the “Peeps” team. Employees email “peeps@” when they need help. It’s helped in building stronger connection with the employees that this isn’t a typical “HR” department.

Being tasked to deliver a new product feature when I was at a start up earlier in my career. I worked more than I’ve ever worked and my life to deliver it, but didn’t ask for help earlier on when I needed it or didn’t let people know that I thought the feature wasn’t going to work as the product wasn’t as flexible as some people led it on to be. I learned that it’s okay to ask for help as well as to speak up and stop the production line if you find a defect that’s going to impact overall quality and user experience.

banking & Finance:

Defence & Aerospace energy & utilities

Infrastructure & ConstructionFMCG

Life Sciences & Healthcare

Manufacturing

other

Technology & Telecoms

Travel & Hospitality

a SNEaK PEEK aT SOmE OrgaNIzaTIONS aTTENDINg...

WHO WILL YOU mEET?

c-Level, SVPs, VPs and global and regional heads of:

• SharedServices

• FinanceandAccounting

• HR

• TalentManagement

maTUrITY OF SSCS

JOB TITLE/SENIOrITY

DEmOgraPHICS

43%

25%

FInAnCe & ACCounTInG

oTHeR

23% HR

9% PRoCuReMenT

35%

34%

3-5 yeARS

PLAnnInG & LAunCHInG

20%5-10 yeARS

11% 10+ yeARS

36%38%

12%14%

Total headcount in SScs(considering captive, outsourced, and retained team members)

17% Manufacturing 14% Life Sciences & Healthcare 14% Media & Entertainment 13% Banking, Insurance & Financial Services

1-100

1000+

500-1000

100-500

6%25%

31%38%

Average revenue of organization in USD:

industry:

< $500M

$5bn-$10bn

$500M- $5bn

$10bn+

0

5

10

15

20

• Procurement

• GBS

• Outsourcing

• Risk&Compliance

12% Retail 8% Technology & Telecoms 7% Public Sector & Education 6% Travel & Hospitality 3% Energy & Utilities 2% Infrastructure & Construction 2% Transport & Logistics 1% Defence 1% Religious, Charity & Social Organizations

Register today to hear from some of the world’s most successful practitioners at www.sharedservicesweek.com 5

ATTENDEES

PRACTITIONER TO VENDOR RATIO

PRACTITIONER ACCOUNTS

Attendees are Global or Regional Heads of Shared Services/Business Services

800

3:1

55% NEW

30%

“It was a fantastic event and I got a lot out of the sessions. I thoroughly enjoyed it.”Christin Spigai, VP HR Shared Services, Broadridge Financial Solutions

15BENEFITS OF aTTENDINg IN 2015

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hear from a speaker faculty unmatched by any other event in the world, with 50% all new speakers from leading global brands including Nike, Twitter, Fidelity Investments, and Bridgestone.

get your mind blown hearing about how the digital age is transforming business and how it will affect the shared services industry, from our Big Idea keynote and TED speaker, Andrew McAfee, Associate Director, Center for Digital Business, MIT Sloan School of Management.

Discuss and debate talent management strategies during our 2015 Theme panel session, “An Organization Is Nothing Without its People: The Talent Struggle and How SSOs Are Working to Stay Competitive in a Global Marketplace” as well as in sessions on Employee Engagement, Up-skilling and change management in our People track.

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Learn the fundamentals of designing, building and implementing shared services, and how to take your SSO to its next level of value in our back to back workshops on shared services sustainability.

Benchmark your gBS organization against other gBS leaders – both global and regional – in our GBS Evolutions Room and our GBS Americas Executive Roundtable.

Networking, networking, networking! Before, during and after the event with our peer-to-peer mobile networking software that will allow you to see who is coming and to set up meetings long before March 9th!

Pick up tips from your SS&o peers in building analytics tools to drive real business value through case studies from Mylan, MGM Resorts International, Tenet Healthcare and more!

Experience the goings on of a real world shared service center during our Site Tour Day. See how the centers were planned, designed and executed and hear how they have driven true savings into their organizations.

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Access the latest technology and benchmarking tools that your peers are currently using or considering to streamline their processes, cut costs and leave more time for strategic decision-making. You might find your next partner here!

improve your process management to drive organizational effectiveness by learning tested and true strategies from TD Ameritrade, BP North America, Cummins, Bristol-Myers Squibb and more!

hear about “Non-Traditional” shared service organizations that include business functions like real estate, funds, fleet management and marketing and consider how you can make the traditionally “un-shareable,” shareable.

No vendor sales pitches! You’ve read about SSON’s policy to ensure you hear from more practitioners on-site and get to the meat of their processes and strategies. You’ll notice the difference in 2015.

Free benchmarking! As an attendee at SS&O Week, you have the opportunity to participate in CEB’s Financial Performance Benchmark survey and receive a custom report for free!

make the m&A headaches hurt less by sitting in on Warner Bros.’ case study on how it has been integrating its new acquisition into the shared services organization.

SSoW is the “Big Daddy” of Shared Services and outsourcing Events. You attend and you benefit from our multi-tiered networking opportunities, our sessions, our workshops and our industry knowledge!

Register online at www.sharedservicesweek.com or call us at +1-800-882-8684. 6

keep up to date on the event - Follow us!@ssoweek @ssonetwork

SPONSOrSHIP OPPOrTUNITIES arE LImITLESS aT THE FLagSHIP SS&O WEEK

Contact Chris Ritchie to find out more about each package: +1-212-885-2799 • sponsor@ssonetwork.com 7

• Brain Weave Session• Surgery

• Feasibility Clinic• Sponsored Client Testimonial

ThoughT LeadershipThought Leadership

Domination

• Masterclass• Pre- or Post-Show Workshop Leader• Thought Leadership Domination

• Interactive Discussion Groups• Big Idea Speaker

NeTworkiNgThemed Welcome

Reception• Private Lunch

• Private Dinner• Exhibition Stand• Exhibition Space • Morning & Afternoon Networking Breaks• Demonstration Session in the Technology Cube

BraNdiNgMobile Networking App • Onsite Polling

• Pens• Lanyards• Luncheon• Information Desk• Onsite Show Newsletter• Networking Refreshments• Signage

• Entertainers• Mobile App Skin• Book Signing• Raffles• Awards Ceremony• Bags• Water Bottles• Coffee Cups• Hotel Room Key Card

WE THaNK OUr 2015 SPONSOrS & ExHIBITOrS

42STATSS e r v a l y t i c s

Interested in Sponsoring? Contact Chris Ritchie +1-212-885-2799 • sponsor@ssonetwork.com 8

“I learn more at this event than any other types of events I attend. You’re working with real people dealing with the same problems you have. It’s very open and sharing environment.”- James Copeland, VP, Shared Services, BMC Software

PrICINg aND rEgISTraTION

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DeLeGATe DeTAILS

PAyMenT MeTHoDPlease note: · **All ‘Early Bird’ discounts require payment at time of registration

and before the cut-off date in order to receive any discount. · Any discounts offered (including team discounts) must also require

payment at the time of registration. · All discount offers cannot be combined with any other offer.*Please note a qualified retailer is not: Any service provider to retail organizations - Including software vendors, internet developers, technology vendors, solution providers, third party logistics providers, consultants or companies with primary revenues resulting from commissions, subscriptions and/or advertising. IQPC reserves the right to enforce the rate for non-retailers. All access pass includes conference + all workshops. Please note multiple discounts cannot be combined.MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPCCT residents or people employed in the state of CT must add 6.35% sales tax.Payment not made at the time of registration will be subject to a $99 service chargeTeam Discounts: For information on team discounts, please contact

Register & Pay by: SSoW All Access Pass

SSoW Combo Pass

SSoW Standard Pass

December 19, 2014*(Don’t miss this End of Year Special before Prices Increase in 2015!)

$2,699 $2,199 $1,999

ONSITE $3,499 $2,899 $2,499

SSon Members Receive an Additional 10% Discount off Any Package

Feature SSoW All Access Pass

SSoW Combo Pass

SSoW Standard Pass

2.5 Day Main Conference ü ü ü

Choice of 1 Functional Focus Group ü ü ü

Welcome Networking Reception ü ü ü

Awards Gala Reception ü ü ü

SSON Networking App (Login plus 10 AppMail/Meeting credits)

√ √ √

Post-Show Access to Presentations √ √ √

1 Year License to the Exclusive New Shared Intelligence Practitioner Community (Active practitioners only)

√ √

Choice of 1 Workshop √

Choice of 1 Site Tour plus 2 Workshops √

Business Lounge Access √

15 Additional AppMail/Meeting Credits for SSON Networking App

√

Access to the GBS Evolutions Track Contact us at events@ssonetwork.com for eligibility.

Feature upgrade options for Packages

Purchase Separately

Each Site Tour*** $300 $599

Each Workshop $200 $499

1 Year SSO Pro License $599 $999

Package Standard Price

Main Conference

$4,999

3 people 10% discount

5 people 15% discount

10+ people 25% discount

COME JOIN US IN ORLANDOomni orlando Resort at ChampionsGate1500 Masters Blvd, ChampionsGate, Florida33896, United States

Group Rate: $252 plus 14% tax per night (resort fee has been waived for SSON attendees booking within the block*)Please identify you are part of the SSON - Shared Services group to ensure the special rate. Note that you are eligible for this rate three day prior and three days post the event based on availability. Please make your reservation before Monday, February 16, 2015 in order to ensure you are eligible for the group rate.

VenDoRSA LA CARTe** TeAM DISCounTS

Website: www.omnihotels.com Reservations Phone: 800-THE-OMNI (800-843-6664)Fax: (407) 390-6600

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:JPMorgan Chase - Penton Learning Systems LLC dba IQPC: 957-097239ABA/Routing #: 021000021Reference: Please include the name of the attendee(s) and the event number 10351.008Payment 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/cancellationSpecial Dietary Needs: If you have a dietary restriction, please contact Customer Service at 1-800-882-8684 to discuss your specific needs.©2014 IQPC. All Rights Reserved. The format, design, content and arrangement of this brochure constitute a trademark of IQPC. Unauthorized reproduction will be actionable under the Lanham Act and common law principles.

Register online at www.sharedservicesweek.com or call us at +1-800-882-8684. 9