MOVING FINANCE UP THE VALUE CURVE BY ...This conference brings together more than 150 practitioner...

Pre-conference Masterclass: 18 October 2016 Main Conference: 19 & 20 October 2016 Venue: Swissotel, Sydney

MOVING FINANCE UP THE VALUE CURVE BY ELIMINATING TRANSACTIONAL TASKS AND FREEING UP RESOURCES FOR STRATEGIC ACTIVITIES

Your pass includes access to attend all sessions to the co-located Shared Services for Finance and Accounting.

model.

FEATURING OVER 25 EXPERT SPEAKERS, INCLUDING:

Paul WoodChief Finance

Management Group, Department of

and Trade

Leo GagicExecutive Director Global Finance Services, Telstra

Richard HopkinsChief Finance

Ballance Agri-Nutrients

Mary KarolyiChief Financial

Blue Illusion

Sam Abbott Head of Finance and IS - Australasia Imperial Tobacco Australia Limited

Mark ConellyChief Financial

The Warehouse

CO-LOCATED AND STREAMED WITH:

Researched by: Organised by:

HELPING FINANCE ADD PROACTIVE VALUE TO THE BUSINESS

VISION

INSIGHT

COMPETENCY

OPTIMISEAdopting enabling tools and technologies

SIMPLIFYStandardising and automating processes

FLEXIBILITYOptimising delivery platforms

TRUSTBuilding relationships with key stakeholders

EXTRA EARLY BIRD AVAILABLE

Register by 19th August 2016and Save up to $550!*

Record-to Report Partner: Event Partner: Exhibitor:

T: +61 2 9229 1000 F: +61 2 9223 2622 E: [email protected] W: au

WHO WILL YOU MEET? Chief Financial Officer / Finance Director Financial Controller Finance Operations Head of Treasury Head of Reporting / Planning/ Forecasting Finance Transformation Head of Innovation and Business Performance Finance Shared Services Order – to – Cash Process Improvement AP / AR Accounting Record – to – Report Procure – to – Pay Data Analytics

WHY SPONSOR OR EXHIBIT?

Gain preferential access to the senior executives in your target market and demonstrate your newest products

For specific details of sponsorship and exhibition packages, please call us on (02) 9229 1050 or email [email protected]

Meet decision makers face-to-face to leverage your product and brand building

Establish strong relationships and make proposals to potential customers

Demonstrate your expertise and product excellence

Valuable real life insight and was able to reflect on my own centralisation journey.Amrit KaurDirector Centralised Finance, Hilton Hotels of Australia

NETWORKING AND INTERACTIVITY – THE IQPC EVENT EXPERIENCE EXPLAINED

This is not a mass participation event, featuring hundreds of attendees. This event is a tightly focused networking, business development and learning platform for senior executives.

The conference experience has been specifically designed to increase the opportunities for collaboration and networking courtesy of formats like speed networking, solutions clinics, interviews and debates.

We encourage you to bring your business cards, actively participate in the interactive learning and networking sessions, reflect on your current commercial challenges and leverage the event to identify new high value relationships and tangible business solutions which you can implement when you are back in the office.

T: +61 2 9229 1000 F: +61 2 9223 2622 E: [email protected] W: www.financetransformation.com.au

Dear Colleague,

Nearly 75% of CFOs are in the middle of transforming their finance departments, however two out of three of these efforts will be unsuccessful*

So ever wonder what the most successful companies do differently to achieve effective transformation?

Or how they manage to look beyond efficiency and cost reduction to predict where the business is going and what changes finance needs to make to keep up with the new direction?

Here’s your chance.

We’ve brought together 20 + expert speakers to discuss the impact of their transformation on the organisation and how change was managed.

This conference brings together more than 150 practitioner attendees in finance and accounting, financial planning and analysis, business unit finance/controllership and analytics, to network and share best practices and lessons learned.

As an attendee you will experience a focused agenda with content structured by the before and after phases of transformation. You will leave knowing how to:

OPERATING MODEL: Redefine the target operating model and execute towards it

BUSINESS PARTNERING: Break down organisational barriers and forge stronger business partnerships

DATA ANALYTICS: Improve decision support through business intelligence, data and analytical insights

PROCESS: Achieve process simplification and standardisation

TECHNOLOGY: Adopt and implement enabling tools and technology

TALENT: Realign your talent strategy and develop your future leaders to support the next generation of finance

CULTURE: Evoke and sustain the right culture and change

I look forward to meeting you in October!

Genelee MazarelloProgramme Director – Finance Transformation Summit 2016SSON

*CEB - A New Standard for Transforming Finance

OUR EXPERT SPEAKERS PANEL

Andrew SharrockFinancial Controller - International & Institutional Banking,ANZ

Colin HollandExecutive Director, Finance and Corporate Services, Northern Health

Patrick EustaceFinance Transformation Manager, Ruralco Holdings Limited

Tania GalbraithDirector International Continuous Improvement,The Walt Disney Company

Sonia BhojwaniGroup Financial Controller, Brookfield Australia Investments Limited

Aurora RicciottiGM Strategy & Improvement,Telstra

Kate MinuzzoFinance Shared Services Manager,GHD

Pieter ReyndersBusiness Analysis Manager, Veolia Australia and New Zealand

Bill MavrantzasSystem Accountant,ElectraNet

Simon SpicerDirector, Finance and Strategy, NSW Business Chamber

Micele PetersonP2P Delivery Manager - Finance Transformation, nbn

Paul PembertonGeneral Manager Shared Services,DB Schenker

Michael PoleFinance Operations Manager,ElectraNet

Randy WongHead of Finance,Norton Rose Fulbright

Mark ConellyChief Financial Officer, The Warehouse

Ross Chirnsideformer Chief Financial Officer,healthAlliance

Leo GagicExecutive Director Global Finance Services, Telstra

John GearingGeneral Manager Shared Services Finance, Queensland Urban Utilities

Paul WoodChief Finance Officer, Corporate Management Group, Department of Foreign Affairs and Trade

Pranay LodhiyaInterim Executive Director, Finance & Campus Management,The University of Western Australia

John Ysmael O. Reyes, Senior Manager, Global Process Excellence Lead, Sony Pictures Entertainment and Sony Electronics

Andrew ChilcottHead of Management Accounting, Automotive Holdings Group

Sam Abbott Head of Finance and IS - Australasia, Imperial Tobacco Australia Limited

Richard HopkinsChief Finance Officer, Ballance Agri-Nutrients

Mary KarolyiChief Financial Officer, Blue Illusion

Dipali ShahChief Financial Officer, Best Friends Pets Group

Campbell NicollChief Risk Officer, The Community Mutual Group

I got a lot of value out of the presentations and attendance at this conference

Bridget MuskerDeputy CFO, New Zealand Defence Force


BPre Conference Master Classes Tuesday, 18 October 2016

Evaluating obtained metrics are certainly valuable to all organisations. However, unless you have a clear idea of which metrics your FSSO departments should track and analyze, valuable data will go unused, equating to unnecessary waste in both labour costs and untapped resources.

To ensure your FSSO is maximising its business intelligence, you must develop a metrics analytics end-to-end management plan.

In this Master Class we will: Discuss the most common metrics to measure and if they

are indeed the proper metrics your FSSO should track, and if not, what metrics would be of most use to your organisation

Examine metric analysis strategies that provide impactful data collection and improved service expectations and deliverables, such as scorecard, surveys, and more

Explore innovative technologies to streamline data collections and analysis, such as dashboard reporting and data visualization

Ross ChirnsideChief Financial OfficerhealthAlliance

The war for talent is often cited as one of the largest organisational challenges. Attracting the right people into your organisation is a complicated process that gets even more complex with the advent of social networks and the free flow of information from the internet. Keeping talented employees is another key challenge for organisations. While we often take for granted the presence of our employees, external parties and competitors seem to have a special talent in identifying our top performers, and before we know it, what used to be our top talents are now working in another company.

In this interactive Master Class, Mark will detail how he is actively fostering a culture of engagement within his organisation, in order to develop and retain high-performing talent.

What will you learn? How to identify and attract talent teams with critical

competencies, qualifications and specialised expertise How to establish career development strategies that support

and engage a wide variety of management teams Senior and mid-management mentoring and training

programs to ensure core mission excellence Top tips and lessons learned

Mark ConellyChief Financial OfficerThe Warehouse

AMASTER CLASS A 09:00 – 11:00

How to Create the Next Layer of Value in Mature Finance Transformation Operations

What’s next for maturing finance organisations? Still wrestling with how to add more value, numerous ERPs, differing models that have “evolved” over time, limited focus on transactions? Stagnation can be your worst enemy. Attend this Master Class to discuss how to deliver on your finance transformation strategy and continue to optimise your finance processes. Topics for discussion include: Expanding to non-traditional and higher value services such

as decision support, business partnering and performance management

Centres of excellence Infusing innovation into your finance organisation – is

predictive analytics or robotic process automation in your future?

Creating end-to-end process models that deliver value Capability build & talent management Transformation delivery methodologies Alignment across a diverse and dispersed finance function Patrick EustaceFinance Transformation ManagerRuralco Holdings Limited

MASTER CLASS B 11:30 – 13:30

How to Recruit, Develop and Retain Key Finance Talent within your Organisation

MASTER CLASS C 14:00 – 16:00

How to Determine Which Metrics to Track and How to Utilize Data to Ensure Continued Process Improvement

Master Class D 16:30 – 18:30

Winning Over the Skeptics: Building the Business Case for a Successful Finance Transformation

Critical to the success of a new finance transformation operation is a detailed business case to dimension the potential opportunity of consolidating/ streamlining/simplifying often complex operations and a robust plan for managing the transformation.

This Master Class focuses on the essential activities to plan, launch and stabilise a new finance transformation operation; including critical success factors for your business case, top ten implementation challenges, and three keys to post launch success.

Topics for discussion include: The keys to a successful business case and typical business

case results from across industries How to structure the implementation to achieve results on

time and on budget Assessing and mitigating key risks Integrating technologies Preparing staff Establishing governance

C D


CONFERENCE DAY ONEWednesday, 19 October 2016

08.30 Registration and Welcome Coffee

09.00 Opening Remarks by SSON

09.10 Opening Remarks from the Chairperson

09:15 Improving Service Delivery and Functional Efficiency at the Department of Foreign Affairs and Trade (DFAT) The DFAT has gone through substantial change, following machinery of government changes and the integration of AusAID into

the department’s unified corporate structure in 2013. In this session, Paul will explore how DFAT is endeavouring to improve their functional efficiency and improve the delivery of services onshore, as well as to their 100 decentralised posts overseas, across 80 different countries. Paul will also discuss how DFAT is implementing a range of red-tape innovation techniques, and their interest in becoming a shared services provider for other government agencies in Australia.

The challenges of integrating over 1,000 former AusAID staff into the department and integrating all related human resources, property services, and financial policies and systems

How to improve functional efficiency and service delivery both onshore and offshore

Reducing internal red-tape and streamlining processes to create new opportunities

Preparing to become a shared services provider for government – looking into the true cost of service delivery in order to develop pricing and costing models for other departments

Paul Wood Chief Finance Officer, Corporate Management Group Department of Foreign Affairs and Trade

09:55 How to Use Finance as Decision Support – Business Intelligence in Action The increasing abundance of data, computing in combination with user friendly tools for analysis are making data driven

decisions the norm in most industries. In this session, Leo will discuss how Telstra has developed excellence in big data and business intelligence and how the finance function is maximising the benefit they provide the rest of the organisation.

Developing the capability for business intelligence Determining when to outsource or offshore

non-strategic, repetitive tasks Implementing powerful self-service business

intelligence solutions

Leveraging new data technologies Lessons learned and the way forward

Leo Gagic Executive Director Global Finance Services Telstra

10:35 Finance Transformation – the Future of the Function In this panel, our finance experts will come together to discuss what transformation strategies they’re employing in their own

leading organisations, to help you benefit from their experience and expertise.

The current business climate driving finance transformation

The challenges faced by the CFO and the finance team

Business partnering – an essential for finance transformation

The required skill shift in the finance professional – will future finance professionals require an accounting qualification?

Panellists: Paul Wood Chief Finance Officer, Corporate Management Group Department of Foreign Affairs and Trade

Leo Gagic Executive Director Global Finance Services Telstra

Randy Wong Head of Finance Norton Rose Fulbright

Kate Minuzzo Finance Shared Services Manager – Global

GHD

11:15 Speed Networking

An effective structured interactive session designed to help you expand your network through one-on-one focused conversations.

11:35 Morning Tea Break

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12:10 Looking at Technology as an Enabler of Finance Transformation, Increased Productivity and Business Growth

Blue Illusion is a French-inspired clothing boutique with 127 stores in Australia, New Zealand and North America. In the last few years, Blue Illusion has started a massive transformation project in various business areas, enabled by technology and the need to become fast-paced and customer-centric. In this session, Mary will provide an overview of the various components of Blue Illusion’s overall transformation, its future objectives as well as provide insight on leveraging technology to further enable finance functionality.

Investigating the next generation of systems support, such as the feasibility of replacing legacy systems with AP automation, expense automation and improving pay roll automation

Restructuring the finance team to deliver the CEO mandate’s of cost reduction and profitability

Reengineering reporting analytics and dashboard analytics, to assist in strategic decision making

Addressing the challenges on change management with staff and customer demographic of 50years+: slow to change and adopt new technology and processes

Creating a strategic vision for the future to support the growth of the business, scalability and globalisation: lessons learned and where to from here?

Mary Karolyi Chief Financial Officer Blue Illusion

12:50 How to Manage Risk Associated with an Organisation-Wide Transformation

In this session Campbell will explore the transformation currently being undertaken by The Community Mutual Group, where they are transforming their business to achieve mutual bank status. In doing so, he will discuss the importance of risk management as well as top-down communication.

Developing fit for purpose reporting as befits a mutual bank

Managing risk around staff perception regarding the change in organisational status

Identifying sources of alternative funding to diversify financial risk

Working out how best to deliver a review of risk management processes within the organisation – is risk management truly embedded?

Lessons learned and the way forward

Campbell Nicoll Chief Risk Officer The Community Mutual Group

NSW Business Chamber Case Study – Post Merger Integration Strategy for Shared Services The NSW Business Chamber has grown exponentially in the last few years through a series of acquisitions along with strategic alliances with other Chambers of Commerce across Australia. In this session, Simon will explore the current transformation projects they are working on and how they are continuing to improve the efficiency to cost ratio to support members and clients.

The journey to integrate finance systems and other core applications of 9 distinct businesses, post acquisition, to create a common platform

Growing the business by providing managed corporate services to external Chambers and looking to offer services to more Chambers

Next piece of work - transforming the business by becoming more member and client focused

Lessons learned and key insights

Simon SpicerDirector, Finance and StrategyNSW Business Chamber

Automation as the Key to Continuous Cost Reductions and Process Improvement Exploring how automation continuously drives value and

unlocks trapped cash Avoiding high costs and common pitfalls associated with

integration challenges The extent of value add to business when reducing

thousands of hours of repetitive manual tasks Taking your automation to the next level – gaining control

over processes to free up time for strategic value add tasks

Patrick EustaceFinance Transformation ManagerRuralco Holdings Limited

SHARED SERVICESFOR FINANCE AND ACCOUNTING2016

13:30 Lunch and Networking Break

STREAMED SESSIONS BEGIN

CONFERENCE DAY ONE19 October 2016


14:30 How to Foster a Culture of Engagement Within Your Finance Team

In the current war on talent, it’s becoming more difficult to find good FP&A/business partner team members, and it’s critical to be able to train and develop them to maintain a high level of finance support to the organisation. In this session, Richard talks about employee engagement and the strategies he and his leadership team have used to make the team the most engaged large team in Ballance Agri-Nutrients each year since 2013. Ballance won the Kenexa award for the most improved large company in New Zealand in 2014.

Why employee engagement matters in Finance

The role of leaders in engagement How to develop and maintain a culture of engagement The importance of purpose, value, recognition,

involvement and fun How this has helped with change processes as well as

retention and recruitment The importance of coaching, career pathing and

continuous improvement

Richard Hopkins Chief Finance Officer Ballance Agri-Nutrients

15:10 Driving Leadership in Cultural and Operational Transformation Sonia is a highly experienced senior finance executive who

has held finance positions around the world, including the UK, Japan and Australia.

In this session Sonia will discuss the future of the finance function as well as how to lead cultural and operational transformation.

Sonia Bhojwani Group Financial Controller Brookfield Australia Investments

15:50 Establishing Effective Partnerships to Add Value to Your Service Delivery and Business Needs

Colin is an experienced Executive and CFO, who was worked within both publicly listed & government entities including Northern Health, Melbourne Health and South Pacific Tyres. In this session, he will discuss the various transformation initiatives he has worked on, including the transformation of Melbourne Health’s finance department to become strategic, customer focused and more aligned with the organisation’s commercial needs.

Methods to determine if your finance team is operating at optimal efficiency levels and service qualities are being upheld by ensuring high-levels of transparency, accountability and communication

Practical take-aways on how to optimise interdepartmental communications and increase productivity as a result

Exploring the Roll-Out of Standardised Processes and Systems across Sony Pictures EntertainmentSony SSC caters to three main business groups, namely Sony Pictures Entertainment, Sony Treasury and Sony Electronics. For the most part the ‘lift and shift’ approach to shared services was used to establish their key Manila and Poland shared service centres. With the development of the Sony PRIME Program of the Global CI Team, they are focusing on standardizing and streamlining processes across the centres. In this session, John will explore the initiatives they are currently working on in line with the PRIME 2020 vision for process efficiency.

Developing and leveraging on process-based structure teams to remove territory specific culture and instead creating a process-centric culture

Creating efficiencies across global standard process design for PTP, OTC, R2R and H2R processes and removing or reducing variation

Working on providing supplier portals and invoicing to leverage on time payments, reduced processing costs and improvements to bottom line efficiency

Positioning resources to support the standardization of processes

Lessons learned and the way forward

John Ysmael O. ReyesSenior Manager, Global Process Excellence LeadSony Pictures Entertainment and Sony Electronics

Achieving Operational Excellence for Procure-to-Pay within a Global, Rapidly Changing EnvironmentIn this session Micele will share the various projects she has worked on within the p2p transformation space, to give you insight into best practice and lessons learned.

Creating a clear executive vision on the role of operational excellence

Translating vision to execution for continuous business improvement

Gaining an end-to-end view of the transformation strategies to increase efficiency and control risk

Exploring Software as a Service (SaaS) and stand alone solutions - determining which format to adopt based on advantages, disadvantages and system requirements

Micele PetersonP2P Delivery Manager - Finance Transformationnbn

Exploring the Roll-Out of Standardised Processes and Systems across the Imperial Tobacco GroupImperial Tobacco operates across 160 markets, with 44 factories and 35,000 employees worldwide. They are currently midway through a 3 year transformation journey that will transform the company by deploying new ways of working across their businesses. This will include standardising global processes and utilising shared services centres in a variety of locations. In this session, Sam will provide an overview of their journey to date and the goals to drive standardisation leading to more effective and efficient operations in the future.

Phased approach to transitioning transactional finance operations and HR operations to 3rd party providers outside Australasia

Restructuring sales and marketing operations to strengthen as collective Cluster teams rather than individual markets.



Innovative technologies that offer finance teams and their customers enhanced communication and collaboration efficiencies

How to develop key talent and keep them engaged and bought-onto the transformation

Colin Holland Executive Director, Finance and Corporate Services Northern Health

16:30 Afternoon Tea Break

17:00 Actionable Insights for Finance: Attaining Operational Agility and Real-Time Business Responsiveness There is no denying that to survive in today’s evolving business world, real-time agility and in-depth analysis are imperative

assets. However, turning operational flexibility from a pipe dream into a reality lived by the business every day requires a shift in culture, approach and organisation on every level.

In this panel, our finance experts will come together to discuss what business intelligence tools and strategies they’re employing in their own leading organisations, to help you benefit from their experience and expertise.

Installing the ability for process improvement to facilitate core business growth Developing cross-functional team alignments to facilitate multi-dimensional analysis Incorporating enterprise risk management and compliance techniques into your governance framework Empowering the business through simple, easy to use finance tools that save the finance function time and money

Panellists: Richard Hopkins Chief Finance Officer Ballance Agri-Nutrients

Colin Holland Executive Director, Finance and Corporate Services Northern Health

17:40 How to Develop High-Performing and Engaged Finance Teams In this interactive roundtable format, Mark will lead a discussion on the top tips and tricks to creating highly engaged

and motivated finance employees.

Discussion Topics: 1. How to identify and attract talent teams with critical competencies, qualifications and specialised expertise 2. How to establish career development strategies that support and engage a wide variety of management teams 3. Senior and mid-management mentoring and training programs to ensure core mission excellence 4. Top tips and lessons learned

Mark Conelly Chief Financial Officer The Warehouse

18:20 Summary Remarks from the Chairperson

18:30 Close of Day 1

18:30 Networking Drinks

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I got a lot of value out of the presentations and attendance at this conferenceBridget MuskerDeputy CFO, New Zealand Defence Force

Investigating different IS operating models and suppliers with the view to pilot new ways to provide IT services in the future.

How regulation and legislation impacts the sales and marketing of Imperial Tobacco products

Future: Strategic goals to continue to deliver value to investors

Sam AbbottHead of Finance and ISImperial Tobacco Australasia


CONFERENCE DAY TWO20 October 2016

08.30 Registration and Welcome Coffee

09.00 Opening Remarks by SSON

09.05 Opening Remarks from the Chairperson

09:10 Developing Partnerships Between Finance and Procurement - Delivering Insights, Improving Performance and Optimising Business Opportunities

In this session Aurora will explore Telstra’s 2025 vision for Procurement, including how Procurement can become more strategic by partnering up with Finance to effectively manage spend and create further efficiencies and opportunities for the business.

How can procurement collaborate with finance and the overall business to develop a strategic partnership?

Moving beyond cost savings: how can procurement add real value to business processes?

Can procurement ultimately become a profit centre and business innovator?

What are the emerging technologies and innovative solutions for strategic procurement?

Centre - led, decentralized or centralized - which model is right for your company?

Aurora Ricciotti GM Strategy & Improvement Telstra

09:50 Finance as a Business Partner: Delivering Insights, Improving Performance and Optimising Market Opportunities Andrew is working with ANZ on a 3 year program of work, based around their ESAR framework – elimination, standardisation,

automation and re-location. In this session, Andrew will discuss the business objectives around the project, including the goal to become more efficient and to fully leverage the capabilities of their offshore hubs in Bangalore and Manila.

Getting back to the basics by simplifying onshore work, such as reporting by consolidating the number of journals entered

Moving their offshore hubs up the value chain, by not only offshoring high-transactional work, but also highlevel functions such as analytics and management reporting

Implementing strong governance frameworks to manage the quality of offshore work and setting quantitative benchmarks to measure performance

Exploring the related benefits of labour arbitrage, reduction in cost base and increase in quality

Working more closely with the business to become a true finance business partner and developing a continuous improvement culture

Andrew Sharrock Financial Controller - International & Institutional Banking ANZ

10:30 How Automation and Digital Disruption Create Shareholder Value at AHG Andrew is currently running a number of finance transformation projects across the AHG business, including AP automation, P2P

and T&E programs. In this session, Andrew will discuss key insights from these projects including how he founded AHG’s digital disruptor ‘Matchacar’.

How to kick-start automation in different parts of your business – pros and cons of a uniform solution

Hidden dangers that can lead to implementation burn out

Why alignment with a strategic vision reduces risk and delivers long term value

The power of Digital thinking and why technology is not always the answer to your problem (Matchacar case study)

Andrew Chilcott Head of Management Accounting Automotive Holdings Group

11:10 Morning Tea Break

It was a very absorbing and thought-provoking conference.Nellie WangManagement/Senior Accountant, Heart Foundation NSW Division


CONFERENCE DAY TWO20 October 2016

11:40 Top Tips for Business Transformation Success - What to Know and What to Avoid

Business transformation is critical to remain relevant in today’s day and age, however starting on a business transformation initiative is not for the faint of heart. In this session Pieter will discuss the top tips for ensuring business transformation success, including the common pitfalls to avoid.

Defining Goals – what do you want to achieve out of your business transformation?

Why do some transformations not succeed? Discovering the best techniques to manage attrition in

your organisation Developing mid and long term strategy roadmaps for

your transformation Lessons learned and key take-aways

Pieter Reynders Business Analysis Manager Veolia Australia and New Zealand

12:20 Defining What Finance Transformation Means To Your Organisation In Order To Drive Culture And Employee Engagement

How do you effectively communicate throughout the business the true value and end goal of your transformation project?

What is the importance of gaining trust with your employees through open and honest communication?

How do you reward and incentivise employees ensuring they know what’s in it for them?

Ross Chirnside former Chief Financial Officer healthAlliance

14:00 Shifting the Focus of the Finance Function from Reactive to Proactive

In this session, Pranay will explore how he is increasing the value his finance function offers the rest of the business by focusing on the following key areas:

Organisational Structure – what operating model strikes the right balance between value and cost

People – moving finance staff up the value chain, from transactional to value adding strategic activities

Data – integrating data from across the business, and using it to support decision making

Pranay Lodhiya Interim Executive Director, Finance & Campus Management The University of Western Australia

Implementing a Centralised Shared Service Model at QUU to Benefit from Economies of ScaleQueensland Urban Utilities provides services to 1.4 million through its $5 billion infrastructure network. They are currently in the 2nd year of a 3 year large-scale transformation journey, where they moved from a decentralised to centralised operating model and have cut down their shared services team by 50%.

Centralising all core transactional functions into a shared services team - AP, AR, GR, Payroll, Reporting, Fleet etc

Halving the SS team from 120 to 65 by implementing automation and other systems and processes to better manage work and the team

Drastically transforming billing processes from issuing bills 2-4 months after a meter reading to a new model where bills are issued 1-2 days after meter reading

Future goals: driving cost reductions and efficiencies through the 3 year transformation agenda and then focusing on lean concepts and continuous improvement

John GearingGeneral Manager Finance Shared ServicesQueensland Urban Utilities

Rolling Out Metric-Based Reporting and Analytics for Deeper Strategic InsightsAlthough policies and governance are the life blood of shared services, often rules-based actions are overlooked and as a result, standardisations and transparent reporting suffer. In this case study, learn how Disney is rolling out analytics to drive savings.

Introducing a phased roll out process to ensure a smooth transition

Enforcing policies and monitoring their uptake Introducing metrics-based reporting for a clearer view

of deliverables

Tania GalbraithDirector International Continuous ImprovementThe Walt Disney Company

Boosting Productivity through the Implementation of a P-Card SystemDB Schenker is one of the leading international providers of integrated logistics services. They are currently working on boosting organisational productivity through process change and innovation, and one of the ways they are doing that is through a P-Card program which is set to go live in August 2015 with identifiable results by the end of the year. In this case study, Paul will illustrate DB Schenker’s journey in formulating an efficient P-Card process, collaborating with solution providers and identifying savings through the process.

The benefits of efficiency savings through processing fewer invoices directly and uploading whole statements into SAP

13:00 Lunch and Networking Break

STREAMED SESSIONS BEGIN

SHARED SERVICESFOR FINANCE AND ACCOUNTING2016


15:20 Afternoon Tea Break

16:00 How to Expect the Unexpected - Top Tips to Ensure a Successful Transformation What do the most successful companies do differently? How do they spot the early danger signs and anticipate the unforseen?

The answer is preparation. This panel of transformation leaders will provide you with key tips on how to manage transformation smoothly and successfully.

Discussing executive sponsorship and the steps you can take to ensure successful buy-in

How to stay within scope and budget – even through unwieldy technology implementation and system redesign

How to manage resistance to change and cultural differences

Comprehending the fine art of timing and pace – how to seize the window of opportunity

Panellists: Ross Chirnside former Chief Financial Officer healthAlliance

Pranay Lodhiya Interim Executive Director, Finance & Campus

Management

The University of Western Australia

16:40 Solutions clinics are designed to give participants strategies and tools to deal with their most pressing challenges. The room will split into tables, where each table member will share their biggest challenge, before collectively deciding which

issue to investigate in more detail.

The table will then elect a facilitator/note taker who will record the topic being explored and the ideas of the table. After 40 minutes of discussion, the facilitator of each table will then report back to the rest of the audience their problem and potential solutions.

17:20 Summary Remarks from the Chairperson

17:30 Close of Conference

Establishing a rewards plan with the card supplier for cash back incentives

Automating 80-90% of coding Discovering common inefficiencies and control gaps

to reduce P-Card limitations

Paul PembertonGeneral Manager Shared ServicesDB Schenker

14:40 Leveraging a Centralised Finance Function to Continue to Support a Growing Business The Best Friends Pet Group is a growing business,

established in 2007 and owning and operating over 26 stores along the east coast of Australia. In this session, Dipali will explore the challenges associated with supporting a growing business, including deciding on a fit for purpose operating structure to ensure process efficiency.

Developing growth projects around opening new stores and getting them up and running – including the retail, grooming and veterinary arms of the store

Challenges around on-boarding newly acquired stores into the existing finance processes and systems

Exploring the customer database and strategizing on how best to drive customer loyalty

Leveraging the centralised finance function, in the Melbourne head office, to best effect to drive process efficiency and business results

Developing strategies on how to streamline processes and do things better

Lessons learnt and the way forward

Dipali Shah Chief Financial Officer Best Friends Pets Group

Moving Accounts Payable from a Low Level Process to a High Level Role to Deliver Value to the OrganisationIn this session, Michael and Bill will illustrate the end-to-end planning and implementation of an automated Procure to Pay Accounts Payable system, that went live in August and September of 2015 and the journey to maturity since. They will also discuss restructuring their AP process, AP team, moving AP upstream, removing all non value-add and transactional work and creating a sound change management program to address the changes.

Drivers of AP success: early pay programs, vendor management and payment strategy, dynamic discounting, cloud storage, mobile access and targeting speci¬fic internal areas for the greatest efficiency and FTE savings

Change management program: challenging the process, troubleshooting, workflow management and driving the right behaviour

The benefits of implementing the change management piece before the process goes live in order to receive a solid understanding of the system

Michael PoleFinance Operations ManagerElectraNet

Bill MavrantzasSystem AccountantElectraNet

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ABOUT OUR SPONSORS

Trintech is the leading provider of financial software solutions for the Record-to-Report process. Over 900 clients in 100 countries – including half of the Fortune 50 and the FTSE® 100 – rely on our solutions to optimize resources, reduce costs, manage risk and monitor activities across the entire finance organization worldwide. Trintech’s Cloud-based Cadency® software manages all aspects of the financial close – from automating and managing balance sheet reconciliation, journal entries, to governance, risk and compliance, and financial reporting. ReconNET™ streamlines daily operational reconciliations such as bank and credit card transactions. Trintech’s offices and partners are located around the globe.

Founded in 2001, BlackLine Systems was the first to develop and offer a commercially available Balance Sheet Account Reconciliation solution. An experienced provider of software to companies from the Fortune 100 to beyond the Fortune 1,000, BlackLine provides quick-to-implement, scalable and easy-to-use applications that automate the entire financial close process to help improve financial controls for companies of all sizes. BlackLine software applications complement existing Enterprise Performance Management (EPM), Governance Risk and Compliance (GRC) and Enterprise Resource Planning (ERP) systems.

BlackLine offers clients its enterprise-class software in a simple and secure OnDemand/SaaS platform. With a proven track record and a commitment to customer success, BlackLine seeks to reduce the burden the financial close places on accounting and finance professionals. For more information, please visit www.blackline.com

Since 2002, Satori Group has been delivering solutions to provide visibility into real time data, identifying errors and potential fraud, and enabling continuous monitoring of processes and transactions. Our solutions provides assurance and peace of mind that the controls framework is working effectively, while presented in an easy to understand manner through visually stimulating dashboards. Some of our clients include Coca-Cola Amatil, Energex, JB Hi-FI, Newcrest Mining, Novartis Pharmaceuticals, George Weston Foods, Queensland Health and Coates Hire.


Register Early & Save!

oREGISTER ME for Finance Transformation Summit 2016 PLUS: o Master Class: oA oB oC oD

QUICK and EASY WAYS to REGISTER

WEBSITE www.financetransformation.com.au

MAIL IQPC, Level 6, 25 Bligh Street, SYDNEY NSW 2000

NOTE: PAYMENT IS DUE WITHIN 7 DAYS FROM REGISTRATION TO SECURE YOUR PLACE. Registrations received without payment or a Government PO will incur a processing fee of $99+GST = $108.90 per registration. Payment prior to the conference is mandatory for attendance. Payment includes lunches, refreshments, a copy of conference presentations via FTP website or workbook and all meeting materials. If payment has not been received two weeks before the conference, a credit card hold will be taken and processed. This card will be refunded once alternate payment has been received.

PRIVACY - YOUR CHOICEAny information provided by you in registering for this conference is being collected by IQPC and will be held in the strictest confidence. It will be added to our database and will be used primarily to provide you with further information about IQPC events and services. By supplying your email address and mobile telephone number you are agreeing to IQPC contacting you by these means to provide you further information about IQPC products and services. From time to time IQPC may share information from our database with other professional organisations (including our event sponsors) to promote similar products and services. Please tick the box below if you do NOT want us to pass on your details.To amend your current details, advise of duplicates or to opt out of further mailings, please contact our Database Integrity Maintenance Department,Level 6, 25 Bligh Street, SYDNEY NSW 2000. Alternatively, email [email protected], call 02 9229 1028 or fax 02 9223 2622.

¨I do not wish to have my details made available to other organisations

IQPC CANCELLATION AND POSTPONEMENT POLICY: FOR DETAILS OF IQPC’S CANCELLATION AND POSTPONEMENT POLICY PLEASE VISIT: www.iqpc.com.au© 2016 IQPC ABN 92 071 142 446 All RIGHTS RESERVED. The format, design, content and arrangementof this brochure constitute a copyright of IQPC. Unauthorised reproduction will be actionable by law.

STANDARDPACKAGES

EXTRA EARLY BIRD*Register & pay before

19th August 2016

EARLY BIRD*Register & pay before30th September 2016

STANDARD PRICE

Conference + 4 Master ClassesSAVE AUD $550

$4,949 + GST = $5,443.90SAVE AUD $250

$5,249 + GST = $5,773.90$5,499 + GST = $6,048.90


$4,649 + GST = $5,113.90SAVE AUD $150

$4,949 + GST = $5,443.90$5,099 + GST = $5,608.90


$4,299 + GST = $4,728.90SAVE AUD $100

$4,599 + GST = $5,058.90$4,699 + GST = $5,168.90

Conference + 1 Master ClassSAVE AUD $400

$3,899 + GST = $4,288.90SAVE AUD $100

$4,199 + GST = $4,618.90$4,299 + GST = $4,728.90

Conference OnlySAVE AUD $400

$3,299 + GST = $3,628.90SAVE AUD $100

$3,599 + GST = $3,958.90$3,699 + GST = $4,068.90

¨ Please send me _______ set(s) of AUDIO COMPACT DISCS and PRESENTATIONS CD at $878.90 ($799 plus GST) or $603.90 ($549 plus GST) Presentations CD only

¨ Please keep me informed via email about this and other related events

2 WAYS TO SAVE!

Book early for HUGEEARLY BIRD savings.

Book as a TEAM,save & benefit as a team.

* Payment not made at the time of registration will be subject to a $99 service charge.* All 'Early Bird' discounts require payment at time of registration and before the cut-off date in order to receive any discount.* Discounts do not apply to vendors/solution providers. IQPC reserves the right to determine who is a vendor.* Any discounts offered (including early bird and team discounts) are subject to availability and require payment at the time of registration.* All discount offers cannot be combined with any other offer.

ACCOMMODATION

HOW TO REGISTER

Swissotel Sydney is the official venue for Finance Transformation Summit 2016, and we have negotiated special rates for attendees of this event.

To take advantage of these rates, contact the hotel and quote: IQPC or go to www.financetransformation.com.au and click on the Venue and Accommodation page for a direct link to rates.

WHERESwissotel, Sydney

68 Market Street,

Sydney, New South

Wales, 2000, Australia

WHEN?Conferences dates:

19 & 20 October 2016

Pre-Conference

Master Classes:

18 October 2016

WHERE & WHEN?TEAM DISCOUNTS

• Convert team learning into practical business strategy• An exclusive private meeting & networking space• VIP registration, conference seating and networking support.

To qualify:Register a team of 7 or more delegates to the conference at the standard conference rate**

You receive:• Exclusive full-day use of a private room within the conference venue• Networking support & facilitated introductions from the IQPC team throughout the event• Morning and afternoon refreshments catered• VIP registration & conference room seating Availability – 2 only per event* (Not available for service providers) **(No discounts can be applied)

BOARDROOM TEAM PACKAGE*(P

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S)DELEGATE 1

APPROVING MANAGER

DELEGATE 2

DELEGATE 3

POSITION

POSITION

POSITION

POSITION

EMAIL

EMAIL

EMAIL

EMAIL

ORGANISATION

ADDRESS

[FIRST NAME]

[FIRST NAME]

[FIRST NAME]

[FIRST NAME]

[SURNAME]

[SURNAME]

[SURNAME]

[SURNAME]

POSTCODEADDRESS

TELEPHONE

AMEX 4 DIGIT CODE

FAX

EXPIRY DATE

( ) ( )

o CHEQUE ENCLOSED FOR $ __________ (Please make cheques payable to: IQPC)

PLEASE CHARGE o American Express o Visa o MasterCard o Diners Club

CREDIT CARD NUMBER

NAME OF CARD HOLDER [PLEASE PRINT]

11624.007

Pre-conference Masterclass: 18 October 2016

Main Conference: 19 & 20 October 2016

Venue: Swissotel, Sydney

YOUR PASS INCLUDES ACCESS TO THE CO-LOCATED SHARED SERVICES FOR FINANCE AND ACCOUNTING!

SHARED SERVICES FOR FINANCE AND ACCOUNTING2016

FAX +61 2 9223 2622

TELEPHONE +61 2 9229 1000

EMAIL [email protected]

IQPC recognises the value of learning in teams. Take advantage of one of these special rates:

�Register a team of 2 to the conference at the same time from the same company and receive a 5% discount

�Register a team of 3 to the conference at the same time from the same company and receive a 10% discount

�Register a team of 4 or more to the conference at the same time from the same company and receive a 15% discount

� Register a team of 6 or more to the conference at the same time from the same company and receive a 20% discount � Register a team of 10 or more to the conference at the same time from the same company and receive a 25% discount

� Ask about multi-event discounts. Call +61 2 9229 1000 for more detailsPlease note: Only one discount applies

To reserve your place at Finance Transformation Summit 2016, call IQPC on 02 9229 1000 or email [email protected]. For more information email [email protected]

CLICK HERE SUBMIT THIS FORM

/IBF

MOVING FINANCE UP THE VALUE CURVE BY ...This conference brings together more than 150 practitioner...

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