Ranelagh Gardens, Fulham, London SW6 3PR

15mins from Paddington Station on the District Line Tube.

Also easily accessible by Rail Services: The Hurlingham Club is 1.1 miles from Putney train station and the Club can be reached by walking over Putney Bridge.

Opening Keynote

Successfully rowing solo across the Atlantic Ocean, Debra Searle MVO, MBE has the amazing ability to inspire everyone who meets her with her mental strength and determination. A businesswoman, ‘professional adventurer' and gender equality advocate, Debra has launched five companies, won World Championship medals for Great Britain, presented several programmes for the BBC, been awarded a First Class Honours degree, and has had several books published.

 

Drawing on her own experiences, Debra leaves the audience in no doubt of their own ability to achieve the extraordinary, using her story to powerfully draw out key business and personal lessons. With a movie about her incredible story currently in development in Hollywood, and voted in the top 3 motivational speakers in the world, with only Tony Robbins and Simon Sinek ahead of her, we can’t wait to share her story with you.

It's her firm belief that learning to choose the right attitude can transform both our working and our personal lives.

Debra is dedicated to showing people how to build resilience and leverage their mindset so that they can kick the can’t out of life. As Debra says, it’s not magic, it’s mindset.

Her Majesty The Queen has recognised Debra on two occasions – in 2002 with an MBE and in 2014 with an MVO. She has launched five companies, including MIX Diversity Developers which works with global organisations on their Diversity, Equity and Inclusion strategies. Debra has published three books and has spoken at over 1000 events across 40 countries. The movie of her solo Atlantic row is currently in development in Hollywood.

In 2021 she was ranked No.3 in the World's Top Motivational Speakers with only Simon Sinek and Tony Robbins ahead of her!

Headline speaker sponsored by:

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Lunchtime Keynote

Phil Fersht - CEO HFS Research

Phil Fersht is widely recognized as the world's leading industry analyst focused on the transformation of business operations and technology spanning over two decades.  He has a global reputation for calling out the big trends, being unafraid to share his honest views, driving a narrative on the technology and business services industries that shape many leadership decisions.  His reputation drove him to establish HFS Research in 2010, which has today grown into one of the leading industry analyst firms and the undisputed leader in IT business services and process technologies research.In 2012, he authored the first analyst report on Robotic Process Automation (RPA), introducing this topic to the industry and is widely recognized as the pioneering analyst voice that created and inspired today's automation, analytics, and AI industry.

Fersht coined the term "OneOffice" in 2016 which describes HFS Research's vision for future business operations amidst the impact of cloud, automation, AI, and disruptive digital business models.  OneOffice is the foundation of the virtual workforce, where automation tools augment the employee’s digital capabilities and the workplace becomes a plug-and-play, work-from-anywhere scenario. Silos between front, middle, and back-office are collapsed into one single office, where all employees are empowered and motivated by common outcomes and common values.  In 2022 he coined the term "OneEcosystem" which extends the principles of OneOffice beyond the walls of the enterprise, where innovation is driven by the collaboration and connectedness of organizations across the customer life cycle.

Prior to founding HFS in 2010, Phil has held various analyst roles for Gartner (AMR) and IDC and was BPO Marketplace leader for Deloitte Consulting across the United States. Over the past 20 years, Fersht has lived and worked in Europe, North-America, and Asia, where he has advised on hundreds of operations strategy, outsourcing, and global business services engagements.

He is also the author and creator of the most widely-read and acclaimed blog in the global services industry, entitled “Horses for Sources” now entering its fourteenth year.  He regularly contributes to key media publications and is a regular keynote speaker at major industry events, such as NASSCOM, ANDI, ABSL, Sourcing Interests Group and HFS Research “FORA” Summits. He has been named Analyst of the Year on three separate occasions by the Institute of Industry Analyst Relations, which voted on 170 other leading IT industry analysts.

He received a Bachelor of Science, with Honors, in European Business and Technology from Coventry University, UK, and a Diplôme Universitaire de Technologie in Business and Technology from the University of Grenoble, France. He also has a diploma from the Market Research Society in the UK and is an expert in both quantitative and qualitative research techniques.  He also trains analysts on how to write in a succinct, high-impact style, applying his "Seven Rules of Writing" which differentiates the HFS analyst voice.

Presentation introduced by:

 

 

 

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Closing Keynote

Lavinia Thanapathy

Lavinia’s “Embrace the Crazy” Keynote and TEDx helps people in organisations around the world to develop habits to turn resistance to resilience. She was named one of LinkedIn’s Top Voices 2020

A lawyer by training and a branding expert by profession, Lavinia is the co-editor and co-author of the bestseller “Unleash Your Voice: Powerful Public Speaking for Every Woman.” Her “Unleash” Keynote helps to unlock the internal barriers that prevent people from achieving their full potential.

Lavinia has served with distinction on several non-profit Boards. She was a three-term President at PrimeTime Business & Professional Women’s Association and has served as Honorary Secretary at HCA Hospice Care. She is the founding chair for Inspiring Girls in Singapore and regularly also speaks on topics around raising girls. She most recently stepped down as Vice President at the Singapore Council of Women’s Organisations (SCWO) where she represented Singapore on the world stage at ASEAN and APEC meetings. She has received numerous awards for her work on creating an equal future.

Originally from Singapore, educated in Australia and the UK, she is currently based in Berlin, Germany. 

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Speaker sessions:

Opening Keynote: Debra Searle, MVO, MBE 

Successfully rowing solo across the Atlantic Ocean, Debra Searle MVO, MBE has the amazing ability to inspire everyone who meets her with her mental strength and determination. A businesswoman, ‘professional adventurer and gender equality advocate, Debra has launched three companies, won World Championship medals for Great Britain, presented several programmes for the BBC, been awarded a First Class Honours degree, and has had several books published.

Drawing on her own experiences, Debra leaves the audience in no doubt of their own ability to achieve the extraordinary, using her story to powerfully draw out key business and personal lessons. With a movie about her incredible story currently in development in Hollywood, and voted in the top 3 motivational speakers in the world, with only Tony Robbins and Simon Sinek ahead of her, we can’t wait to share her story with you.

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Lunchtime Keynote: Phil Fersht, CEO HfS

Phil Fersht is widely recognized as the world's leading industry analyst focused on the transformation of business operations and technology spanning over two decades.  He has a global reputation for calling out the big trends, being unafraid to share his honest views, driving a narrative on the technology and business services industries that shape many leadership decisions.  His reputation drove him to establish HFS Research in 2010, which has today grown into one of the leading industry analyst firms and the undisputed leader in IT business services and process technologies research.

In 2012, he authored the first analyst report on Robotic Process Automation (RPA), introducing this topic to the industry and is widely recognized as the pioneering analyst voice that created and inspired today's automation, analytics, and AI industry.

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Closing Keynote: Lavinia Thanapathy

Lavinia's "Embrace the Crazy" keynote and TEDx is helping people in organisations around the world to develop habits to turn resistance to resilience. She was named one of LinkedIn's Top Voices in 2020.

A lawyer by training and a branding expert by profession, Lavinia is the co-editor and co-author of the bestseller "Unleash Your Voice: Powerful Public Speaking for Every Woman." Her "Unleash" keynote helps unlock the internal barriers that prevent people from achieving their full potential.

Lavinia has served with distinction on several non-profit Boards. She was a three-term Presidnet at PrimeTime Business & Professional Women's Association and has served as Honorary Secretary at HCA Hospice Care. She is the founding chair for Inspiring Girls in Singapore. She most recently stepped down as VP at the Singapore Council of Women's Organisations where she represented Singapore on the world stage as ASEAN and APEC meetings. Originally from Singapore, educated in Australia and the UK, she is currently based in Berlin.

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Breakout Sessions

Liz Barclay - Small Business Commissioner

Liz Barclay is a small business and consumer affairs broadcaster, producer and writer. She started her career as an adviser and then CEO with Citizens Advice before moving into radio and TV production and presentation specialising in business and consumer affairs. She is Financial Inclusion Commissioner; Chair of the Fair by Design Campaign; a non-executive Director of 2 organisations and a member of the Standards Boards of The Equity Release Council.

Liz has worked with Boards and small businesses on improving governance, trust and culture, inclusion, and understanding customer behaviour. She coaches communication and presentation skills, chairs national and international conferences and has written several books on business.

Liz was appointed the role of Small Business Commissioner in July 2021 to spearhead the national effort to crackdown on poor payment practices which cause thousands of small businesses to close every year.

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Dan Foley - Finance Shared Services Director, Kier Group

A Renowned International Award Winning Senior Professional and Leader with over 20 years’ experience in various dynamic Blue Chip organisations, such as Premier Foods, ITV, Mouchel and M&S, with significant Business Transformation, Organisational, Operational and Change Delivery/Management experience; excellent Operational, Commercial, Business, Process and Finance knowledge as well as matured CRM and Programme Management skillset.

Dan is a well-known figure in the world of financial shared services and a respected speaker at international events on topics that affect financial strategy, governance and management.

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Rebecca Howard, Head of Supplier Relationship Management, Coventry Building Society

Rebecca leads the Supplier Relationship Management team and is responsible for developing partnership relationships with suppliers to drive mutual value and continuous improvement. Rebecca is a recognised industry thought leader in the field of Procurement learning & development and supplier negotiation, with a focus on enhanced supplier management capability throughout the organisation. She is an evangelist for the supply chain sustainability agenda and as part of this, champions effective P2P practices that support innovative commercial models and empower developing suppliers.

 

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Susan Walsh, Founder and Managing Director, The Classification Guru

Susan is Founder and Managing Director of The Classification Guru Ltd, a specialist data classification, taxonomy customisation and data cleansing consultancy. She is an industry thought leader, TEDx speaker and author of ‘Between the Spreadsheets: Classifying and Fixing Dirty Data’. She’s also the founder of COAT.

Susan has developed a methodology to accurately and efficiently classify, cleanse and check data for errors which will help prevent costly mistakes. This could save days of laborious cleansing and classifying and can help your business find cost savings through spend and time management – supporting better, more informed business decisions.

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Michael Ryan - Managing Partner, Finance Transformation UK

A Finance Leader whose Mission is to transform Finance and put it at the heart of every Business decision. An inspirational Leader he loves leading people to reach their potential and form World Class Finance teams.

Has led Finance Transformations across all major Finance processes and including Record to Report (R2R), Purchase to Pay (P2P) and Order to Cash (O2C). Leads by example and his deep operational management experience and Finance process knowledge makes him ideally placed to find and deliver the Benefits of Finance Transformation quickly and effectively.

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Robert Brooker - Head of Fraud & Forensics, PKF GM

Robert Brooker is Head of Fraud & Forensics at PKF GM, an accounting firm and delivers risk-based strategic fraud prevention, detection and investigation services to a range of private businesses and the public sector.

A leading figure with more than 20 years’ experience, Robert specialises in the prevention, detection & recovery of loss. The investigation of crime including online fraud, security breaches, cybercrime, IP and the insider threat. His investigations have resulted in regulatory sanctions and criminal, disciplinary and civil recovery actions. Prior to joining PKF, Robert was Head of Fraud at TFL where he managed a team of investigators, prevention staff and data analysts to support the authority’s risk and assurance strategy

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Susan Ní Chríodáin, Founder of Beyond The Numbers

Susan founded Beyond the Numbers to work with teams and individuals in organisations who know that putting people first generates the greatest return. Her experience and business acumen stem from a wide variety of commercial and non-profit operational, project and financial roles. For over 20 years she led and managed teams in Europe, Africa, Asia, in-person and remotely. A FD at 33 she learnt that to have an impact required you to be brave, bold and to build strong working relationships. Technical excellence wasn’t enough; the ability to interact and influence others was key. She has a practical, no-nonsense approach to understanding and facilitating others to resolve their workplace issues no matter how intractable they might seem. Susan hosts Life Beyond the Numbers podcast for people who are curious about having a more fulfilling work-life.

 

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Chris Argent - Founder, Generation CFO

The demand for digital transformation and strategic finance business partnering continues to grow and Chris believes pressure will be applied to CFOs to create a more data-rich, digital finance function. From 2009, he started to collate and curate some of the most relevant information posted on his LinkedIn group to his blog, Generation CFO. The aim to bring digital native innovators in accounting together with the senior finance leadership change makers.

Chris saw the need for a unifying framework to bring together traditional accounting and finance with the new data-enabled digital finance function and developed the Digital Finance Function Model (DFFM) and initiated education events, a podcast and networking meet ups to establish GenerationCFO.com as the go-to platform for CFOs looking to achieve success in a digital environment.

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 James Meads - Founder ProcureTech Podcast and Co-Founder Proctopus

A former Procurement Leader at major corporates across the globe, including Kimberly-Clark, James is now a consultant and online media entrepreneur based in Eastern Europe. With a pragmatic and free-thinking approach, he advises organisations on the best digital solutions for their own unique requirements and challenges.

As the Founder of ProcurementSoftware.site, weekly podcast host and Co-Founder of the energetic and ground-breaking Proctopus Group, James is at the forefront of change across procurement, aligning people with process in an interesting, informal and pragmatic way

 

 

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 Rakesh Sangani, Proservartner CEO

Rakesh is a recognised thought leader in business transformation, shared services and outsourcing and regularly presents at conferences in Europe, Asia and North America. With considerable experience within industry and board-level roles within the NHS and charity sector, he has the gravitas to influence executives and build strategic relationships.

Since founding Proservartner in 2008, Rakesh has been dedicated to the success of the organisation, building a team of highly skilled practitioners and developing industry-leading approaches.

He has been recognised as one of the most influential leaders in shared services and outsourcing, and nominated for Advisor of the Year at the National Outsourcing Association’s Awards. He is a qualified chartered accountant, certified project manager and Black Belt Lean Six Sigma. 

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Andrew Parris, Finance & Systems Director, Balfour Beatty Vinci

Andrew joined Balfour Beatty in February 2020 and was immediately seconded to the Balfour Beatty Vinci joint venture to deliver the North Area Main works for HS2 Stage 1 as Finance and Systems Director. In addition to being a key member of the Executive, this role includes leading a Finance Business Partnering team, Technology & Data function, Facilities and Site Support for a multi-billion pound project running over 6 years.

Andrew’s previous role was as Performance Improvement Director for the Europe Materials division of CRH plc. In this role he considered the efficiency and effectiveness of all Functions across a business operating in 25 countries with c€8bn turnover and c9,000 employees. The main transformation initiatives he lead covered Shared Services, Automation and Process Optimisation.

Prior to this Andrew was the Shared Services Director for Tarmac for 5 years. Whilst leading the Finance Shared Services Function, he was also responsible for Finance Transformation at Tarmac, was a member of the Finance Leadership Team and the Tarmac Leadership Team. For 12 years prior to joining Tarmac Andrew worked for National Grid in various Senior Finance roles, principally in business partnering capacities. His last role before leaving National Grid was Financial Controller for the Transmission Capital Investment programme, helping to deliver c£1.5bn of capital expenditure projects each year.
Andrew lead the Tarmac SSC to multiple awards (including SSON Shared Service Centre of the Year 2017 and West Midlands Shared Service Centre of the year in 2016) and was recipient of West Midlands Finance Director of the Year award in 2018.
Andrew originally trained as a chartered accountant with BDO in South Africa and spent three post-qualifying years with PwC in the UK. A member of the South African Institute of Chartered Accountants, the Institute of Chartered Accountants of England and Wales and the Chartered Management Institute, Andrew chaired the Midlands Shared Services Forum from 2015 to 2020 and speaks regularly at Shared Services and Finance Transformation events.

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Andrew Codd, The Strength in Numbers Show

Andrew Codd is a bestselling author, speaker, coach, trainer and podcaster, regularly contributing finance thought-leadership via the top-rated Strength in the Numbers Show (#SITN), listened to in 160+ countries worldwide, helping create more influential finance professionals who solve meaningful problems for their organisations. He has over 20 years’ experience in leading and effectively developing Global Finance and Sales talent at recognisable brands like Pepsi, Three, Virgin and Dell in a variety of countries across different continents. Andrew graduated top of his faculty at University College Cork, holds an MBA with distinction from Manchester Business School and is a Chartered Global Management Accountant.

He is also a registered Mind Coach and a licensed NLP Practitioner. When not writing books, podcasting, coaching, speaking or leading a business, Andrew can be found enjoying the treasures of the Wild Atlantic Way with his family in the southwest of Ireland.

  

Becca Brighty MSc, MBPsS

Becca Brighty is an experienced Organisational Psychologist whose main passion lies in helping people enjoy their work more and helping business leaders get the most from their people. She does this in a variety of ways; through coaching, public speaking, workshops, training and psychometrics. Becca is passionate about the idea that everyone can and should be brilliant and work. It is simply a matter of aligning an individual’s goals, values, strengths and preferences with those of the business. Becca has worked with a variety of public and private sector companies such as the NHS, Santander, smaller SAAS platforms, SMEs and co-founded a values-based recruitment platform.

She describes how the main difference between high performing and struggling teams is how well the leaders in that team and business understand their people. Becca uses her understanding of psychology, neuroscience and business to help leaders get the most from their people.

Dicky Tome, Serrala

As regional sales and account manager, Dicky is responsible for Serrala’s strong financial growth and success story in the Belgium, Netherlands and Luxembourg region. Dicky has built trustful and long-term client relationships over a period of more than 20 years by finding suitable solutions for the individual requirements of his customers. His expertise in sales, customer communication, software and services enable him to accompany Serrala customers on their growth journey, delivering best-in-class finance automation and software solutions that create additional value for their organization. Prior to joining Serrala in 2021, he held different national and international positions within the likes of IBM, Snow Software, Sidetrade and Blackline.

 

Nick Hunt, Basware

Nick is Senior Account Director for Basware, looking after the Retail, Pharma and CPG verticals. He has over 35 years of business experience, primarily in software companies providing solutions to help organisations improve their P2P processes. Nick is a fellow of the Chartered Institute of Logistics and Transport (FCILT) and is APICS CPIM certified.

 

 

 

 

Will Craven, Tradeshift

Vice President for EMEA with over two decades of experience in ERP, finance, supply chain, and program delivery. Currently leading Tradeshift's EMEA business which includes some of the world's largest travel, transport, and logistics companies.

 

 

 

 

 

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In partnership with

 

Headline Partner

Tradeshift is a market leader in e-invoicing and accounts payable automation and an innovator in B2B marketplaces and providing access to supplier financing. Its cloud-based platform helps buyers and suppliers digitize invoice processing, automate accounts payable workflows and scale quickly. Headquartered in San Francisco, Tradeshift’s vision is to connect every company in the world, creating economic opportunity for all. Today, the Tradeshift platform is home to a rapidly growing community of buyers and sellers operating in more than 190 countries. Find out more at: Tradeshift.com

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Premier Partner

Basware provides open, secure, cloud-based purchase-to-pay and e-invoicing solutions to organizations of all sizes, resulting in greater efficiencies in procurement, accounts payable and accounts receivable.
Companies across all industries, from small businesses to corporate giants use Basware solutions to drive sustainable cost savings, proactive insight to cash flows and improved buyer–supplier relationships. The Basware Commerce Network is founded on the principles of openness, where all types of organization can collaborate and trade, making it the largest in the world. Today we connect millions of business users in 900,000 companies across over 100 countries. 

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SAP Ariba helps companies of all sizes and industries run better. From back office to boardroom, warehouse to storefront, desktop to mobile device – SAP empowers people and organizations to work together more efficiently and use business insight more effectively to stay ahead of the competition. SAP applications and services enable approximately 335,000 customers to operate profitably, adapt continuously, and grow sustainably.

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Coupa empowers all businesses—from Fortune 1000 companies to the world’s fastest-growing organisations—to unify their supply chain design and planning, procurement, payments, and treasury processes in one comprehensive, cloud-based Business Spend Management platform. Coupa’s community of 2,000+ customers uses the platform to maximise the value of more than $2.3T of spend to date.

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FISCAL Technologies is the leading provider of supplier risk intelligence solutions that empower progressive finance teams across the globe to protect organisational spend. Our award-winning software and services use forensics and AI to provide a unique view of supplier risk. We continuously protect working capital and increase profitability, while defending against reputational and financial risks and maintaining regulatory compliance. Since 2003, FISCAL has processed over 1 billion transactions with a value of over £5 trillion in spend and is relied on by leading private and public sector organisations.

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Serrala is a global financial automation and B2B payments software company creating more secure payment capabilities worldwide for enterprises of all sizes. They are a leading fintech pushing the boundaries of finance software by integrating finance and treasury into one central ecosystem for corporate payments.

Offering truly differentiated on-premise, cloud and SaaS solutions, Serrala enables the Digital Office of the CFO where all financial processes and payments are automated and optimised. Their customers save costs, minimise risks and gain real-time insights into their world of payments. Serrala is the only provider offering a seamlessly integrated solution portfolio to manage all inbound and outbound payments, treasury processes as well as related data and documents in any IT landscape. With over 30 years of industry experience, Serrala is now a fast-growing company with offices in North America, Europe, Asia and the Middle East and over 700 employees. Serrala drives innovation for more than 2,800 customers globally including more than 100 of the S&P500 companies.

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Documation is a certified ISO 27001 compliant, leading provider of finance process automation software, delivering services and solutions to businesses and organisations in the UK, Europe and around the World. As a company we have nearly 30 years’ experience of supplying solutions across markets and industries, offering a portfolio of solutions for common business areas, from our Invoice Management Solution for Accounts payable to Purchasing, Expense management, Remittance delivery and more.
Documation’s powerful and scalable solutions use software robots to automate straight through processes, backed with simple to use features for humans to handle the exceptions. The result is powerful, visible & compliant efficiency coupled with the information and analytics needed to understand and continuously improve business performance. We work with our customers in an ongoing partnership. With a dedicated Account Manager from the outset, who understands the business drivers and processes, our customers will receive the best support and ongoing advice for future automation projects. We do whatever it takes to build long-term partnerships with our customers and that starts with service levels that earn us the highest praise, with many quoting us as their leading IT supplier. Documation provides brilliant software, delivered with care by experts.

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Statement-Matching.com is a cloud based solution for automating the reconciliation of supplier statements to your Accounts Payable ledger(s).
Paper, PDF and Excel statements are reconciled in seconds, leaving Accounts Payable to focus on managing the exceptions only. Missing credits/invoices, miss-postings, and potential duplicates are identified automatically and copy requests can be sent to suppliers. Supplier queries can be reduced to a minimum by sharing reconciliation results and invoice status information via portal and payment on time is improved through proactive identification of invoice processing errors. Start your free proof of concept today to experience the benefits without involving IT.

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Yooz provides the smartest, most powerful and easiest-to-use cloud-based Purchase-to-Pay (P2P) automation solution. It delivers unmatched savings, speed and security with affordable zero-risk subscriptions to more than 4,000 customers and 200,000 users worldwide. Yooz’s unique solution leverages Artificial Intelligence and RPA technologies to deliver an amazing level of automation with extreme simplicity, traceability and end-to-end customizable features. It integrates seamlessly with more than 250 financial systems, exceeding any other solution on the market.

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Proactis enables digital trade for all, by helping organisations around the world to control 100% of their spend. Proactis’ integrated suite of Source-to-Pay solutions streamlines every aspect of buying and paying for all types of goods and services – from Supplier Management, Strategic Sourcing and Contract Management, to Purchase-to-Pay (P2P), Early Payments and Accounts Payable (AP) Automation – helping organisations save money and create efficiency gains, while increasing compliance and reducing risk. Proactis serves over 1,100 customers and 2 million suppliers, with their solutions used daily by over 3 million people in 100+ countries.

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At Symtrax, we help businesses accelerate its transition towards the digital future it envisions and needs! We create and implement digital document workflow software to improve enterprise processes. We are uniquely able to craft customer-specific solutions by configuring our off-the-shelf software. Our collaborative approach allows organisations to harvest the most out of its resources, improving efficiencies without comprising security. Using automation, our document management services help to reduce manual dependences – making data management easier on cloud or on-premises. We have brought our proven expertise in digital transformation to more than 3,000 companies worldwide with our average customer relationship lasting 12+ years.

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Medius is a leading provider of cloud-based accounts payable automation solutions, helping organizations drive their business forward by enabling best-in-class process efficiency, cost saving opportunities and greater financial control. Thousands of customers use Medius solutions, managing transactions worth more than $180 billion annually.

 

Media Partners
 

Shared Services Forum UK is the only not-for-profit, national membership community for the Shared Services sector. It was the brainchild of a group of like-minded leaders in the Shared Services industry, including our current Board Directors, who recognised the core value of peer-to-peer knowledge sharing. With a proud and successful history over 20 years of operating, we focus on delivering our core values of Community, Leadership and Evolution, to provide our members with opportunities to learn, develop and perform, individually, as teams and as shared services and global business services operations. We put sharing firmly at the centre of our membership community - and year on year the Forum continues to grow and evolve. We are an independent member organisation with a growing community, reaching out to thousands of SSC practitioners across the UK. We offer an extensive package of member benefits, including networking, knowledge sharing, learning and development and invites to our exclusive network and leaders' events and flagship annual conference. Our members operate in a variety of professional roles, from both public and private organisations, representing numerous business sectors, all with a common interest in the evolution and sharing of best practices. To find out more visit the website here: www.sharedservicesforumuk.com
Generation CFO is a digital community to learn and discover everything you need to begin your digital transformation journey. Connect with thought leadership content on the website, their accounting and finance podcast, networking with peers through the FiMind community or attending educational events to learn from experts in the industry.
The APA is a professional body devoted to serving the Accounts Payable/ Purchase Ledger professional community. Here at the APA we are committed to Accounts Payable being increasingly viewed as a separate and distinguishable profession and having a set of certifications to recognise and support this. Discover the APA certifications and join thousands of likeminded AP professionals across the globe becoming APA certified Technicians and Managers. As an APA member you will also gain access to various tools, resources, surveys, events, jobs and careers advice.

 On Tuesday 9th June, 2020

In response to these unprecedented times, we have taken the decision to change the P2P Transformation Summit on 9th June to a virtual experience. We will still have all the same rich content as before, streamed across the day on the 9th June.

It’s more important than ever to discover what your department and your company needs to be doing to address the process and digital gap as well as maintain spend visibility.

Join us and discover the latest hot topics and trends that will affect you.

Our morning keynote this year is the fantastic BBC presenter, Simon Reeve.

Simon Reeve is the instantly recognisable Travel TV Presenter of programmes such as `Americas', `Tropic of Capricorn', ‘Equator’, ‘Explore’, ‘Places That Don’t Exist’.

He's an adventurer and bestselling author and TV presenter who has travelled to more than 120 countries making multiple award-winning TV series for the BBC. They include The Americas, Caribbean, Russia, Sacred Rivers, Indian Ocean, Tropic of Cancer, Equator, Tropic of Capricorn, Pilgrimage, Australia (Winner of the British Travel Press Award for Broadcast Travel Programme), and Mediterranean.

Lunchtime Keynote, Professor Sue Black OBE

Named one of Forbes Top 50 women in tech in 2018, Professor Sue Black OBE is an award-winning computer scientist, radical thinker, passionate social entrepreneur, keynote speaker and author.

With 20+ years experience in academia, Sue is also an accomplished academic manager and research centre director with more than 40 publications and a PhD in software engineering. 

 

With the theme of "Leading Innovation, Driving Success" the event promises a day of deep learning and insight.

Topics included:

• Robotics, AI and Machine Learning
• Benchmarking
• Change Management
• Automation, Business Partnering
• Late payments and modern day slavery
• Innovation in your supply chain
• Compliance
• Digital Transformation, Career Success
• Blockchain

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Keynote speaker

Simon Reeve is the instantly recognisable Travel TV Presenter of programmes such as   `Americas', `Tropic of Capricorn', ‘Equator’, ‘Explore’, ‘Places That Don’t Exist’.

He's an adventurer and bestselling author and TV presenter who has travelled to more than 120 countries making multiple award-winning TV series for the BBC. They include The Americas, Caribbean, Russia, Sacred Rivers, Indian Ocean, Tropic of Cancer, Equator, Tropic of Capricorn, Pilgrimage, Australia (Winner of the British Travel Press Award for Broadcast Travel Programme), and Mediterranean.

He has received a One World Broadcasting Trust Award for "an outstanding contribution to greater world understanding" the prestigious Ness Award from the Royal Geographical Society, the Special Contribution Award at the Travel Media Awards, multiple reader awards for Best and Top TV series from leading travel magazines, and the John Tompkins Natural History Award from the International Moving Image Society, an award “for extraordinary achievements” in the field of natural wildlife and history filmmaking. His books have been in the bestseller lists of both The Sunday Times and The New York Times.

The BBC describes Simon as “British television’s most adventurous traveller”, and after a decade spent making more than 70 programmes Simon has become a familiar face on British TV, well known for his extraordinary foreign journeys. Most of Simon’s documentaries combine travel and adventure with global environmental, wildlife, and conservation issues, and have taken him across jungles, deserts, mountains and oceans, and to some of the most beautiful, dangerous and remote regions of the world.

Simon’s dodged bullets on frontlines, hunted with the Bushmen of the Kalahari, dived with manta rays, seals and sharks, survived malaria, walked through minefields, tracked lions on foot, been taught to fish by the President of Moldova, adopted by former headhunters, and detained for spying by the KGB.

 "I’m delighted to say that Simon Reeve is one of the very best event speakers we have ever booked! His appearance was pitch-perfect, combining extraordinary anecdotes with brilliant story-telling. He is both motivating and inspiring,"

   

Agenda

9:00		Event starts
09:00		Welcome and introduction Introduction by Tradeshift
09:02 - 09.30		Keynote Speaker - Simon Reeve
09:45 - 10:15		Panel Discussion - Late payments, CSR, existing and upcoming regs
10:15 - 10:25		Time for coffee - meet the exhibitors
10:25 -10:40		Achieving Real Transformation - What Does Success look Like
10:40 - 11:00		The Murphy Group Transformation Journey - Part II
11:19 - 11:49		P2P Trends for 2020 - Do You Know Your AI from your IA
11:50 - 12:20		Good News From the Next World - A focus on 2021/22
12:20 - 12:35		Lunch break - meet the exhibitors
12:37		Introduction by ITESOFT
12:40 - 13:06		Keynote Speaker - Professor Sue Black, OBE
13:05 - 13.15		Interactive virtual Q & A
13:20 - 14:03		Your Path to Becoming a Digital Finance Leader
14:03- 14:35		Blockchain is About to Change Your World. No Really
14:35- 15:00		Awards, Prize Draw and Next Year's event details
Closing

Summit Speakers 

Lubnah Alam - Head of Shared Services

With extensive experience in internal controls, project management and implementing change management, Lubnah will bring her award winning processes to life for the PPN audience.

Prior to joining Murphy's, Lubnah was Director of Financial Services at The Guinness Partnership and Head of Accounting at TalkTalk.

 

 

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Paul Bryanhill - Vice President of Financial Operations, NBC Universal
Paul's a qualified accountant and a former Head of Shared Services for Lloyd's Register. He has extensive experience in several blue chip companies, including director of control and compliance for Fujitsu, as well as some smaller organisations.

His enthusiastic and out going personality, means that he's able to communicate easily with people at all levels and he's experienced at managing both process and culture change through the business.

  

Geoff Parnell - Head of Transformation - Octavia Housing

Geoff is experienced at leading strategic cross-cutting projects, organisation wide communication campaigns, business training and engagement, process re-design to create efficiencies, Procure to Pay (P2P) process, corporate reporting, change management, strategy development, and influencing senior managers.

An excellent communicator that excels at building and managing stakeholder relationships. Proficient at motivating and coaching service delivery teams to achieve targets and complete deadlines on-time and on-budget.

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Philip King FCICM - Interim Small Business Commissioner

In a career spanning 40 years, Philip has held senior credit management roles in the high-tech and communication sectors, in distribution and retail, including spells at Olivetti and Vodafone. He was appointed Director General of the Institute of Credit Management (ICM) in 2005, and later Chief Executive, and was behind the Institute’s drive to become a Chartered body (the CICM) in 2015.

Through the CICM's hosting of the Prompt Payment Code for government, Philip worked closely with officials and ministers advising on policy and supporting the development of initiatives relating to late payment and business support.  

  

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Nic Walden - Senior Director, The Hackett Group

Nic is a Senior Advisor in The Hackett Group where he works continuously with senior executives of the world's leading companies to provide top quartile performance insights, research and networking. He has specific interests in effective sourcing, developing procurement's internal brand, digital technologies, and operating models. With a broad background in consulting and industry, he has spent 20 years working with senior executives to address and overcome challenges to transform procurement and finance organisations. Nic is a regular speaker at conference events in the UK and Europe and a regular contributor to online media

 

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Dan Foley - Finance Shared Services Director - Kier Group

Dan is an International Award Winning Senior Professional and leader with over 20 years’ PQE in various dynamic Blue Chip organisations such as Mouchel, Premier Foods and ITV with significant Business Transformation, Organisational, Operational and Change Delivery/Management experience; excellent Operational, Commercial, Business, Process and Finance knowledge as well as matured CRM and Programme Management skillset. He's well known for his strong inspirational leadership ability, encouraging active participation and sharing of ideas to ensure results.

 

 

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 Christopher Argent - Generation CFO

Chris used to manage finance teams, and now drives tried and tested transformation and change projects to finance and the wider business. This includes advising on new high value use cases, mobilising projects and assuring delivery. He has successfully created business change strategies and managed Finance, Business and IT/BI/Data projects. An experienced finance change project professional with extensive experience of finance in organisational and IT transition, senior user. He's a firm believer ensuring a consultative approach between Business/Finance/IT to deliver high value sustainable results.

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Carlton Hopper - European Leader, Blockchain, IBM

Carlton is the European Leader for IBM's blockchain strategy, diving into new markets and responsible for exploring and expanding on blockchain opportunities across finance, procurement, logistics, supply chain and HR. Carlton has previous experience as a Director for Ernst & Young, Barclays Bank and Accenture. He's also now an enthusiastic and engaging speaker on the international stage on all topics relating to blockchain and where the new technology will take us.

 

 

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Opening Keynote: Simon Reeve

Simon will take you through the challenges and highlights he's faced in his many adventures, how he's been able to overcome them and share with you some insights that you can take back with you to your own organisation. A fantastic storyteller, enjoy listening to his first hand experience of dealing with some of the most challenging experiences possible.

Presentation supported by 

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Panel Discussion - Paying Late and the Unexpected Risks and CSR Shortfalls in Your Procure to Pay

Philip King - Small Business Commissioner, Geoff Parnell - Head of Transformation, Octavia Housing, Ant Persse, Financial Solutions Director

A panel discussion looking at the issues surrounding late payments and your contractual and compliance obligations. We'll take a look at existing and upcoming regulations and what your organisations can do to prepare. The panel will also discuss the effects late payments have on your supply chain and working capital. And in our inter-connected world, paying late can have serious CSR implications to your supply chain with reputational damage to your brand.

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The Digital Future and Your Place in IT

 Professor Sue Black, OBE - Durham University

Named one of Forbes Top 50 women in tech in 2018, Professor Sue Black OBE is an award-winning computer scientist, radical thinker, passionate social entrepreneur, keynote speaker and author. With 20+ years experience in academia, Sue is also an accomplished academic manager and research centre director with more than 40 publications and a PhD in software engineering.This session focuses on what's in store for us and our organisations in the digital future. Drawing on her research and past experiences, Dr Black opens a window to an increasingly interconnected world.Presentation supported by

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 The Murphy Group Transformation Journey Part Two

 Lubnah Alam - Head of Shared Services, Murphy Group

In her session last year Lubnah took us through the journey towards transformation that The Murphy Group had been on and their visions for successful outcomes in the future. In this session, Lubnah returns to shed light on what's been happening in the intervening year. We'll be looking at the highlights, savings made, processes changed and the results achieved...and lessons learned.

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 Achieving Real Transformation - What Does Success Look Like?

 Paul Bryanhill - Vice President of Financial Operations, NBC Universal

We all know that digital transformation is supposed to be something we're aiming for, but what does that look like in reality? How does the interconnected eco-system of our technology and the effectiveness of our ability to partner with the rest of the business affect whether we achieve the success we're looking for? Join in this session to hear Paul draw on his experience at NBC Universal and previous other roles as CFO and FD and in Shared Services at a wide range of large enterprise size organisations.

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P2P Trends For 2020 - Do You Know Your AI from your IA?

Nic Walden - Director The Hackett Group

Join this session to hear The Hackett Group's analysis of current trends for the future across finance, procurement and the supply chain. Nic explores how automation and processing has matured and looks at current benchmarks across various industries. See how your organisation compares across a number of KPIs and what the impact of further introduction of automation and the introduction of artificial intelligence will have on your existing systems.

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Good News From the Next World

Dan Foley - Director of Finance SSC - Kier Group

What will our working environments look and feel like in the coming months and years? How we work together and the processes we bring in will have a big impact on how we develop for the future. As difficult as it is, these times offer opportunities and a chance to change things for the better. Join us to find out the good news from the next world!

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Your Path to Becoming a Digital Finance Leader

Chris Argent - Generation CFO

Continuous change, adaptation, and innovation are the new normal in this age of digital disruption. Traditional business and operating models are being replaced with faster-moving, more fluid structures and strategies. The finance leader and CFO role has never been more dynamic or different. What do you need to do to become more digitally focused. Today's leaders must possess skills and experience beyond the Finance function. And as a result, the career paths of modern CFOs are anything but linear. Join this session to find out how you can align your skills to the modern finance world.

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Blockchain is About to Change Your World. No Really.

Carlton Hopper, IBM - Partner European Blockchain Services

If you give a £20 note to one person, but blindfold them, and you told them to hand it to another person who hands it to another person and so on for 20 times, it’s likely that along the way someone might pocket the £20, that someone might lose it etc, until you have no idea where your £20 is. But if you ask those 20 people to stand up and hold hands, you know your £20 is being passed from one person to another along the line, there’s no way of losing it. In this session Carlton Hopper, former Director at E&Y explains this scenario in a business context and how we're at the edge of a sea change in how we process transactions across the world.

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Exhibitors

In partnership with 

Tradeshift drives supply chain innovation for the digitally connected economy. As the leader in supply chain payments and marketplaces, the company helps buyers and suppliers digitize all their trade transactions, collaborate on every process, and connect with any supply chain app.

More than 1.5 million companies across 190 countries trust Tradeshift to process over half a trillion USD in transaction value, making it the largest global business network for buying and selling. Discover commerce for all at tradeshift.com. 

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Specialists in AP, Purchasing, Invoice Matching software, and Expenses, our team are continually listening, learning and developing to ensure we can provide a brilliant one-stop-shop. With a passion for building long-term partnerships with our customers, we pride ourselves in being experienced, smart, dedicated, organised and very good to work with.

Documation is an agile, expanding software company and in 2019 we partnered with UiPath to offer RPA (Robotic Process Automation) to our suite of solutions. We are a company on a mission to make every client’s world a better place This promise depends on us building brilliant software and providing a level of service that earns us the highest praise from our customers as their leading IT supplier! But most of all, it depends on us doing exactly what we say we are going to do - and that really matters to us. We take the time to listen, ask questions and get to know you. In short, we do whatever it takes to understand your business needs and pain points. We’ll then propose and talk through a solution that’s right for you. For more information visit www.documation.co.uk.

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FISCAL Technologies is a leading provider of forensic finance solutions that empowers Shared Service and purchase-to-pay teams across the globe to protect organisational spend.

Designed specifically for Finance, FISCAL’s solutions are developed using Artificial Intelligence and Machine Learning to deploy industry recognised logic, financial analytics and our own unique complex algorithms, identifying a wider range of P2P risks with exceptional depth, accuracy and clarity. FISCAL solutions are used on a continuous preventative basis to monitor 100% supplier transactions prior to payment to reduce loss, defend against fraud and drive process improvement.

Since 2003, FISCAL Technologies solutions and services have processed over 1 billion transactions and protected £5 trillion in spend and is now relied on daily by both public and private organisations.

 

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ITESOFT is the global leader in document digitalisation and business process automation software.
Its solutions uniquely assemble the three elements essential to the performance of any organization: information capture, process orchestration and risk detection.

Developed from the outset on its own artificial intelligence technologies, ITESOFTs solutions are designed to make organizations smarter, faster and safer. More than 650 customers in 35 countries optimize their processes with ITESOFT solutions.

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Pagero is committed to making the buying and selling process easy. We help companies digitise, automate, capture and interpret data so that they can connect and engage with any business partner accurately and reliably through a single connection to our cloud-based network.

Our global and open network is independent of ERP systems and designed to seamlessly communicate business documents within the purchase-to-pay, order-to-cash and transport management processes. Regardless of company size or industry, we provide data accuracy, real-time visibility and end-to-end operational excellence. Our value-added services enable our customers to ensure data quality, obtain 100% digital inbound and outbound business document flow, minimise error handling, facilitate spend management, and achieve and maintain compliance with local VAT/tax regulations.

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Symtrax creates and implements digital document workflow software to improve enterprise processes. We are uniquely able to craft customer-specific solutions by configuring our off-the-shelf software. We have brought our proven expertise in digital transformation to more than 3,000 companies worldwide with our average customer relationship lasting 12+ years. The story of Symtrax starts on 1989 with the creation of Symtrax SA in Nîmes, France. From the beginning, we have focused on data and document solutions for our customers. Our international offices include London, Los Angeles, Mumbai, Boston, Walldorf (Germany), and Pune. Symtrax remains a privately held international company.

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Wax Digital delivers best of breed eProcurement and AP automation solutions that bring process efficiency, cost saving opportunities and greater financial control throughout the entire purchasing lifecycle. We specialise in helping procurement and finance teams around the globe transform business purchasing processes through our innovative cloud Source to Pay solution.

In 2019 Medius, the leader in cloud-based accounts payable automation, acquired Wax Digital to become a true power-house in source-to-pay solutions. Founded in 2001, Medius is owned by the global investment firm Marlin Equity Partners. The group has over 350 employees and offices in Sweden (HQ), the United States, United Kingdom, Australia, Denmark, Norway, the Netherlands and Poland. Over 3,000 customers and 450,000 unique users worldwide currently leverage Wax Digital and Medius cloud source-to-pay solutions, managing transactions worth more than $100 billion annually. Find out more about us at www.waxdigital.com

 

 On Tuesday 8th June, 2021

If you attended our 2021 Summit event, you can view the sessions on-demand here from our event platform.

 

Opening Keynote

Ade Adepitan

After being struck with polio as a youngster, Ade went on to compete on an international level. Known as ‘The Michael Jordan of wheelchair basketball,’ he represented Great Britain at the European and World Championships and the Sydney Olympics, and won bronze in Athens.

Ade has since established a successful media career, presenting a range of sport, entertainment and factual programmes and ranging from children's television to travel shows to hard-hitting documentaries. One of his first TV projects saw him take part in the documentary series Beyond Boundaries, in which he trekked through rainforests, deserts, rivers and mountains in Nicaragua. In one episode he pulled himself to the summit of a 5000ft volcano - without his wheelchair. Ade has gone on to work as a presenter, reporter and film maker for the BBC and Channel4, in particular their Unreported World series where he's investigated everything from the benefits system to doping in sport. In his BBC series Africa with Ade Adepitan he explored the changing nature of the continent

Lunchtime Keynote - David Rowan

David Rowan explains compellingly how emerging technologies will impact business — and how leaders should prepare now. As founding Editor-in-Chief of WIRED magazine’s UK edition, David came to know the founders of WhatsApp, LinkedIn, Google, Didi, Spotify, Xiaomi, Nest, Twitter and countless other ambitious startups from Tel Aviv to Shenzhen. He has since invested in more than 80 early-stage tech companies, including three that became billion-dollar “unicorns”, and has built a health-tech and climate-tech fund; and he’s an adviser to Lakestar, one of Europe’s largest venture-capital funds.

His best-selling book “Non-Bullshit Innovation: Radical Ideas from the World’s Smartest Minds” (Penguin, 2019) has been translated to Japanese, Korean, Russian and Ukrainian. The book, a 20-country quest for bold corporate innovation in the face of technology-led disruption, sets out 17 proven strategies for future-proofing a successful business — from “Turn products into services” to “Empower your team” and “Become a platform”.

David has been a technology columnist for The Times, GQ, Condé Nast Traveller and The Sunday Times, and founded the VOYAGERS.io not-for-profit community of 400 innovators working to solve health and climate problems. He has received repeat requests to keynote for clients such as Goldman Sachs, JP Morgan, Google, KPMG, McKinsey, Chanel and Unilever, and has moderated events for the World Economic Forum and the UK and French governments. And he is still searching for the future.

David will customise a talk for your meeting. His recent themes include:

• How to build a radical culture of innovation
• How emerging technologies will transform your industry
• What AI, data analytics and blockchain really mean for business leaders
• How to optimise customer engagement
• What talent wants in the new world of work
• Why purpose plus profit is the new business mantra

 Sessions:

Success Through Diversity and Teamwork

Ade Adepitan Opening Keynote

Our opening keynote is from the charismatic former Paralympian, Ade Adepitan, MBE. Born in Nigeria, he contracted polio as a child, which led to him not being able to walk. Determined to succeed in sport, his journey led him to the Paralympics as a wheelchair basketball player. Now a well-known TV presenter and broadcaster, for this session he'll draw on his remarkable experiences to highlight the importance of diversity to ongoing success.

All too often companies end up with employees and an executive team from surprisingly similar backgrounds. Although it may seem beneficial to have everyone on board with a project united in the approach, what if there was a better way or a better product that someone else could have brought forward if only they'd had a voice?

A recent McKinsey report shows a correlation between gender, ethnic and cultural diversity and financial performance and innovation.

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Tales of the Unexpected

9:50 - 10:25 AM GMT

Lessons in Prompt Payment with Kier Group and Philip King

In this engaging and lively panel session, Philip King and Dan Foley will discuss the importance of paying suppliers on time, what happens if you don't and some of the surprising results of adopting a culture of best practice.

Innovation thrives where a team feels supported and during lockdown, Kier Group PLC took pains to listen to suppliers and create processes that supported them and the organisation. But it's not all been plain sailing and we'll be discussing the common pitfalls of being able to meet payment obligations and the part technology has to play. With the strengthening of the Prompt Payment Code and Duty to Report legislation, it's more important than ever to keep ahead to remain compliant.

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Business Partnering – What is it and How to Make it Work

 10:35 - 11:05 AM GMT

Anders Liu-Lindberg Partner, Business Partnering Institute

We've all heard of Business Partnering, but do we really understand what it is and what our role may be in our organisations to make sure we become one? To be a good partner to the business do we need to have it in our job title, or as part of our role, or can it be something that all team members can be?

Formerly leading Finance Business Partnering at Maersk, and now running the Business Partnering Institute, in this session Anders Lui Lindberg will talk about how successful parterning starts from the simple point of; INSIGHT X INFLUENCE = IMPACT.

Insight is when you have information that your customers/business stakeholders do not know about but can help them make decisions.

Influence is your ability to communicate those insights to your stakeholders. This is a function of how solid your relationship is to your stakeholders and the language you speak ideally something that non-finance people can understand.

Join this session and find out how you can become a better partner to your business and what the success of that will look like.

 

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What Makes P2P Fraud so Easy to Do?
 11:05 - 11:45 AM GMT

Robert Brooker Director of fraud and forensics, PFK GM Littlejohn

Whatever it is that makes it easy, it certainly happens more than it should. Do you know the weaknesses in your system that might be exposing your organisation to fraud? Join this session and find out from one of the country's leading experts on fraud how you might shore up your processes before they become vulnerable. Understand what fraudsters are looking out for and what their profile is likely to be. Find out what you can do to prevent your organisation falling victim to fraudulant activity and in the process become a more complaint, error and risk-free environment.

Finance and Procurement: A Match Made in Lockdown
11:45 - 12:20 PM GMT

Let's face it, even when we did all work in the same building, there was no guarantee of seamless collaboration, or effective communication with our colleagues. Take Finance and Procurement teams for example. However, it's obvious that there are common elements that both CFOs and CPOs see as important this year and into the next. With remote or hybrid working set to continue for the rest of this year at least, It is highly likely that Risk Management and effective ways of working remotely will remain high on the list.

Join this panel session to find out from two leading experts in their fields:

1. Why Procurement and Finance teams are just not that well aligned, despite having these common goals at heart.
2. Tangible ways for better collaboration between Procurement and Finance, in order to unlock greater value
3. Areas of the Source to Pay process where you can unlock this value, and importantly, quality these results
4. What factors could impact your ability to deliver on these promises?

 

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The Power of People-led Transformation
12:20 - 12:55 PM GMT

Andrew Codd The Strength in Numbers Show

A business is its people. And yet, focusing on their needs is often seen as something that can be separated from other elements of transformative change. There’s often the assumption that people will naturally follow along on the company journey, and that their wellbeing, productivity or professional identity won’t be overly impacted during any transition. But as a business, we need to consider how to make predicted outcomes a reality given that the effectiveness of any transformation will be dependent on their support and buy-in.

When we map out what needs to be done within the technology and architecture practices, for example, the management focus is often on tools, processes and architecture. There is often an assumption that employees will know how to use these new tools, understand the processes and see value in their adoption. Further assumptions are made that they will naturally be motivated to learn new skills, or that they trust the changes being implemented will make their lives any easier.

But sometimes transformation can involve issues such as:

A sense of loss of control
Loss of Personal identity
Blame (if it’s perceived that the existing process is not working)
Join this session to find out how to deliver an effective strategy and achieve the outcomes you want, leading from the people at the heart of the business. 

 

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How to Manage Remote & Hybrid Finance Teams
1:50 - 2:30 PM GMT
Susan Ní Chríodáin Beyond the Numbers

Having a team in which some employees are co-located in an office and others are doing their jobs remotely presents a number of challenges for managers. As does an environment where a team divides its time between the two environments. As a manager it's worth taking a step back and asking: “What is the experience my employees are having at work, and how can I help them to achieve their potential?"

Some people may feel anxious or resentful that they are being asked to return to the office; others might feel that any amount of working from home leaves them at a professional disadvantage.

Join this session to uncover the dos and don't of how to make the most of your finance team in the months and years ahead. The circumstances have given us a chance to become more flexible and open-minded to change. It's up to those managing the process to make sure they get it right for all involved.

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The Dangers of Dirty Data
2:30 - 3:00 PM GMT

Susan Walsh Founder/MD, The Classification Guru

Are you struggling to get reliable insights from your data? Can you really track your KPIs and make good business decisions on the back of what they tell you? With the data on your side, you can make errors a thing of the past. Or at least, reduce the dangers that dirty data can present in your finance team.

In this engaging session brought to you straight from Susan's "Data Den" find out the dos and don'ts of scrubbing your data clean, that you can't afford to ignore.

 

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DHL & The Digitalisation of Finance:
How can companies adapt to meet the new digital economy?
3:00 - 3:30 PM GMT

Christophe Bodin Speaker Picture
Christophe Bodin Chief Revenue Officer, Tradeshift
Denis Krivakov Speaker Picture
Denis Krivakov Global Head of P2P, DHL

The last year has affected every business and meant that they need to look at different ways of digital working. But the accelerated digitalisation brought upon businesses worldwide is far from complete. Global CFOs and CIOs worldwide are investigating strategies to simplify complex and time-consuming operations while preventing workflow disruptions and maintaining productivity levels. In this session Denis Krivakov from DHL and Christophe Bodin, discuss what organisations need to do now.

As workplaces gear themselves up for another potentially eventful year, innovative solutions may be key to peel off unnecessary labour from all financial operations. Facilitating remote working, removing manual activities like paper invoice processing and quickly identifying and preventing issues are some of the ways top leaders can focus on growth while adapting to a revolutionised work environment. By digitalising repetitive tasks, competitive companies can free up working capital and redirect their efforts towards more value added activities.

In what way is digitalisation bound to shape financial operations?
What tools are available to enterprises in their quest towards the most effective use of their resources?
How can modern solutions help businesses remain competitive in an increasingly globalised economy?

 Sponsors

Whether you are in procurement, payables, or finance, you only need one trade technology platform. Tradeshift helps businesses digitize invoice processing, automate accounts payable workflows and scale without limits. We are a global network of buyers and sellers spread across more than 50 countries. Do business globally? We’ve got you covered with in-country experts who can help you navigate local laws and regulations to make sure you’re always in compliance. While other solutions “cloudify” legacy workflow processes, Tradeshift eliminates them by making digital the default for orders, invoices, conversations, and all other transactions between buyers and sellers.

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Basware provides open, secure, cloud-based purchase-to-pay and e-invoicing solutions to organisations of all sizes, resulting in greater efficiencies in procurement, accounts payable and accounts receivable. Companies across all industries, from small businesses to corporate giants use Basware solutions to drive sustainable cost savings, proactive insight to cash flows and improved buyer–supplier relationships. The Basware Commerce Network is founded on the principles of openness, where all types of organisation can collaborate and trade, making it the largest in the world. Today we connect millions of business users in 900,000 companies across over 100 countries.

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Documation is a certified ISO 27001 compliant, leading provider of finance process automation software, delivering services and solutions to businesses and organisations in the UK, Europe and around the World. As a company we have nearly 30 years’ experience of supplying solutions across markets and industries, offering a portfolio of solution templates for common business areas, from our Invoice Management Solution for Accounts payable to Purchasing, Expense management, Remittance delivery and more. We work with our customers in an ongoing partnership. We do whatever it takes to build long-term partnerships with our customers and that starts with service levels that earn us the highest praise, with many quoting us as their leading IT supplier.

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FISCAL Technologies is the leading provider of forensic solutions that empower Accounts Payable and Procure-to-Pay teams across the globe to protect organisational spend. Incorporating unique technology to reduce risk in the supply chain, FISCAL's solutions are used on a continuous, preventative basis to protect supplier spend, defend against fraud, increase profitability and drive process improvement. Since 2003, FISCAL has safeguarded hundreds of millions of payments and is now relied on by over 250 leading private and public sector organisations.

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ITESOFT, leader in business process automation, delivers powerful software and services to financial departments in all industry sectors.Combining 3 unique pillars essential to any organisation performance: information capture, process automation, and risk detection, our goal is to alleviate time-consuming, repetitive tasks within AP departments, freeing up time and energy for teams to work on higher value added tasks, and turn AP from a cost centre into a profit centre for businesses.With solutions based on Robotics and Artificial Intelligence technologies, we transform your business process in a way they're smarter, faster and safer.

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Proactis enables digital trade for all, by helping organisations around the world to control 100% of their spend. We work with our customers to transform their Source-to-Pay processes; to help them save money and create efficiency gains while increasing compliance and reducing risk. From sourcing projects, contract management and procurement transactions to supplier collaboration and automated invoice processing, our integrated spend management solutions streamline and control all purchasing and spend. Proactis serves over 1,000 enterprise clients and 2 million suppliers. Our solutions are used daily by over 3 million people in 100+ countries. The company was admitted to the AIM market of London Stock Exchange in June 2006.

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Scaling your existing AP Invoice Automation (APIA) depends on inbound invoice integration capabilities. Developing a seamless inbound invoice process relies on adopting the latest technologies. Our aim is to help eliminate AP backlogs, optimize your DPO and achieve a higher AP turnover ratio for your teams by better managing inbound invoices. You can enhance your existing procurement system with straightforward incoming invoice EDI processing. Click here to read more about this. Compleo Gateway provides a flexible way to deliver inbound invoices both through the ability to accept any file format and through a SaaS application that offers three different ways to connect. Suppliers can send invoice via API, Web Portal or Folder.

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SAP’s strategy is to help every business run as an intelligent enterprise. As a market leader in enterprise application software, we help companies of all sizes and in all industries run at their best: 77% of the world’s transaction revenue touches an SAP system. Our machine learning, Internet of Things (IoT), and advanced analytics technologies help turn customers’ businesses into intelligent enterprises. SAP helps give people and organizations deep business insight and fosters collaboration that helps them stay ahead of their competition. We simplify technology for companies so they can consume our software the way they want – without disruption. Our end-to-end suite of applications and services enables business and public customers across 25 industries globally to operate profitably, adapt continuously, and make a difference. With a global network of customers, partners, employees, and thought leaders, SAP helps the world run better and improve people’s lives.

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Taulia delivers working capital solutions that make it easy for businesses to free up cash, accelerate payments, and improve supply chain health. Since founding in 2009, we’ve envisioned a world where every business thrives by liberating cash. Our technology powers a network connecting more than 2 million businesses across 168 countries and has accelerated more than $100 billion in early payments.

 

 

Summit speakers

 

Andrew Codd, The Strength in Numbers Show

Andrew Codd is a bestselling author, speaker, coach, trainer and podcaster, regularly contributing finance thought-leadership via the top-rated Strength in the Numbers Show (#SITN), listened to in 160+ countries worldwide, helping create more influential finance professionals who solve meaningful problems for their organisations. He has over 20 years’ experience in leading and effectively developing Global Finance and Sales talent at recognisable brands like Pepsi, Three, Virgin and Dell in a variety of countries across different continents. Andrew graduated top of his faculty at University College Cork, holds an MBA with distinction from Manchester Business School and is a Chartered Global Management Accountant.

He is also a registered Mind Coach and a licensed NLP Practitioner. When not writing books, podcasting, coaching, speaking or leading a business, Andrew can be found enjoying the treasures of the Wild Atlantic Way with his family in the southwest of Ireland.

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Robert is a leading industry figure with more than 20 years’ experience. He specialises in the prevention and detection of loss, and the investigation of crime including online fraud, security breaches, cybercrime, IP and the insider threat. His investigations have resulted in regulatory sanctions and criminal, disciplinary and recovery actions. He delivers risk-based strategic fraud awareness, prevention and investigation services to a range of listed and private businesses and to the public sector. Prior to joining PKF GM, Robert was Head of Fraud at Transport for London where he managed a team of investigators, prevention staff and data analysts to support the authority’s risk and assurance strategy. He has extensive international fraud investigation experience and has worked across the globe. Robert is the Chair of the London Fraud Forum, a public-private partnership dedicated to the prevention and investigation of fraud. He’s also a regular commentator on fraud issues in the media and a speaker at numerous industry events and conferences.

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Philip King, Interim Small Business Commissioner

In a career spanning over 40 years, Philip has held senior credit management roles in the high-tech and communication sector and in distribution and retail, which included spells at Olivetti and Vodafone. He was appointed Director General of the ICM in 2005, and later Chief Executive. Philip was behind the Institute’s drive to become a Chartered body (becoming the CICM in 2015). Philip is the author of the Managing Cashflow Guides for government, and the architect of the Prompt Payment Code which the CICM has administered on behalf of the Department for Business, Energy and Industrial Strategy (BEIS). He has worked closely with successive governments in championing best-practice credit management and supporting small business.

In his time leading the CICM, Philip has helped transform the Institute and elevate its profile, keeping professional credit managers in the minds of government and key influencers.

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 Dan Foley, Finance Shared Services Director, Keir Group

Dan is an international award-winning senior professional and leader with over 20 years’ experience in various blue chip organisations. He has significant strategic, transformation, organisational, operational and change delivery experience from working as a consultant as well as holding various operational leadership roles across the FMCG, media, retail financial services, construction and outsourcing sectors. Dan has been Head of Finance Shared Services with Marks & Spencer, ITV and Mouchel before the latter was acquired by Kier Group whereby he has led the successful transition from 11 legacy SSC sites to one consolidated new operation in Manchester, hiring 300 staff over a 18 month period in 2016-17.

 

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Anders Liu-Lindberg, COO, Business Partnering Institute

Anders co-founded the Business Partnering Institute because to crack the code on Business Partnering and unlock the value potential hidden in finance functions around the world. By helping them adopt a business partner mindset, they'll instantly move closer to the business and start creating value together. BPI aim to be the catalyst for change in Finance and help individuals and organisations to change in a digital world where the finance function of tomorrow looks very different from that of yesterday. Anders draws on his experience as a Senior Finance Business Partner at Maersk. 

 

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Susan Walsh, The Classification Guru

With nearly a decade of experience fixing your dirty data, Susan Walsh is The Classification Guru. She brings clarity and accuracy to data and procurement; helps teams work more effectively and efficiently; and cuts through the jargon to address the issues of dirty data and its consequences in an entertaining and engaging way. Susan is a specialist in data classification, supplier normalisation, taxonomy customisation, and data cleansing and can help your business find cost savings through spend and time management - supporting better, more informed business decisions.

Susan has developed a methodology to accurately and efficiently classify, cleanse and check data for errors which will help prevent costly mistakes and could save days, if not weeks of laborious cleansing and classifying. Susan is passionate about helping you find the value in cleaning your ‘dirty data’ and raises awareness of the consequences of ignoring issues through her blogs, vlogs, webinars and speaking engagements. 

You can contact her on This email address is being protected from spambots. You need JavaScript enabled to view it..

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Chris Argent, Founder, Generation CFO

Frustrated by poor systems, poor reporting and lack of time to work with the business, in 2009, Chris Argent set up a LinkedIn group looking for technology-minded accountants and finance professionals to help him out. After moving from SME CFO to Enterprise Finance Transformation Lead, Chris experiences first-hand advanced technology being used in multiple organisations and can see the massive potential for finance use.

The demand for digital transformation and strategic finance business partnering continues to grow and Chris believed pressure will be applied to CFOs to create a more data-rich, digital finance function, so started to collate and curate some of the most relevant information posted on his LinkedIn group to his blog, Generation CFO. The aim to bring digital native innovators in accounting together with the senior finance leadership change makers.

Susan Ní Chríodáin

A qualified accountant by profession and with experience as an auditor at Deloitte, Susan has also had experience as a Financial Controller. Moving around the globe from Dublin to Australia to Switzerland, Nairobi, Ethiopia and DRC and beyond, she provided comprehensive technical guidance and training to Senior Management Teams and Project Teams in respect of financial issues to limit exposure to risk and mitigate losses.

Susan is the founder of Beyond the Numbers, where she delivers her belief that with people, there is no single formula or input that will ever generate the same result, but if you trust and give space so everyone can bring their best selves to work, you will have fantastic working relationships, enjoy work and achieve amazing results. Susan writes blogs, advises companies and enjoys delivering podcasts and thought provoking, fun presentations.

 

 

5th June, 2018 - The Waldorf