More than ever, companies need strategic control on cost, risk and efficiency. Many are looking to automate in order to achieve the levels of insight they need to create a real transformation across finance. But what does Finance Transformation mean on a practical level and what will change mean for you and your team? Join us and discover the key steps you can take to lead your team to success.

Keynote speaker

• Two tracks: P2P Transformation and Leadership
• Keynote Speaker: Tim Harford
• Speakers and workshops offering the latest strategy advice
• Roundtable workshops
• Superb networking opportunities with like-minded peers
• Excellent Waldorf buffet lunch
• Afternoon tea and cakes
• Champagne AP awards reception

Contemporary P2P functions are moving away from the siloed attitudes of the past and many organisations are collaborating across the different areas of purchase to pay, often with shared KPIs and reporting. Emerging and evolving technology is often the enabler of change, but if you want to maximise P2P functionality, it's just one of the elements to consider.

During the keynote and workshop sessions cover:

• Rethinking Finance Transformation - it's all about value
• Why you should always start with why
• How Change Management is key to unlocking ROI
• It's your career - so why aren't the C suite listening to you?
• Business Wargaming - stress test your strategy
• Fraud - the secret growth industry in your P2P
• Is a broken P2P process holding you back?
• Hold everything - we need RPA, or it is AI?

Summit Agenda

 #P2PTransform

Summit Sponsors

Founded in 2010, Tradeshift is the world’s largest business commerce platform that connects buyers and sellers. Tradeshift connects over 1.5 million companies across 190 countries, processes over half a trillion USD in transaction value yearly, and has a marketplace containing 28 million SKUs. It offers solutions for procure to pay, supplier engagement and financial services, and enables companies and partners to build custom or commercial apps on its business commerce platform. Tradeshift is headquartered in San Francisco, with offices in Copenhagen, New York, London, Paris, Suzhou, Chongqing, Tokyo, Munich, Frankfurt, Sydney, Bucharest, Oslo, and Stockholm.

FISCAL Technologies is the leading provider of forensic solutions that empower purchase-to-pay teams across the globe to protect organisational spend. Incorporating unique technology to reduce risk in the supply chain, FISCAL 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 organisations. For more information visit www.fiscaltec.co.uk.

Documation is an agile, expanding software house on a mission to make every client’s world a better place. This promise depends on us building brilliant workflow software and providing a level of service that earns us the highest praise from our customers as often 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. Our team of consultants, developers, account managers and support are continually listening, learning and developing to ensure we can provide a brilliant one-stop-shop. 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.

25 years on, and still based in the UK, our automated purchase to pay and financial processing solutions make light work of complex tasks. Built on our modular Enable platform, our solutions can automate the entire P2P process, integrate with any business system and benefit any industry, regardless of scale or size. Our solutions will save you time and cost while providing control, visibility and compliance. For more information visit www.documation.co.uk.

Coupa is the leading provider of commercial open source e-procurement solutions. Coupa e-Procurement delivers big business procurement automation and spending controls to small and mid-size organizations, enabling companies to streamline processes, improve productivity, and save money. As the e-procurement solution of choice among small and mid-size companies, Coupa e-Procurement has been downloaded by more than 7,500 organizations, and is also available as an on-demand service.

ITESOFT are a multi award winning international software vendor with an ambition to help our clients reduce costs by streamlining and automating their manual document-centric processes. These market leading solutions are used in 22 countries worldwide and automatically process in excess of 1 billion documents every year in an accurate, fast and effective manner.

ITESOFT is recognised as a world-class Document Capture solution vendor, serving customers across the globe from four locations: France, the UK, Germany and the USA.

Statementmatching.com

Supplier account reconciliation is a key control for Accounts Payable to ensure creditor balances are accurate for financial reporting, no mistakes have gone unnoticed and audit processes are complete. Statement-Matching.com is a cloud based application that automates the reconciliation of supplier statements to the accounting records and enables Accounts Payable to share the results with suppliers and meet internal audit controls. Significant Exceptions processing immediately identifies missing credits, invoices recorded as credits, incorrect amounts, incorrect currencies and documents approved for payment that are not quoted on the statement.

Wax Digital delivers award winning spend management and eProcurement software solutions to savings-focused organisations around the world.
Our intuitive web3 software is deployed via the cloud in Purchase to Pay (P2P) and Source to Contract (S2C) modules, or as a completely integrated Source to Pay suite (iS2P). Coupled with our unique AnytoAnyTM integration capability that connects to any third-party systems, web3 brings control, compliance and cost savings throughout the entire purchasing lifecycle, managing £23 billion of spend in over 100 countries worldwide, empowering finance and buying team to work more strategically.

Summit Speakers

George Connell - VP Strategy, Finance Operations - Royal Dutch Shell

From his base in Glasgow, George has been closely involved in establishing a global network of centres, accommodating one of the largest and most progressive branded captive Finance Operations organisations in the world. Shell is seen by many in the shared service centre (SSC) community as the role model for a successful shared service operation. But, as one might expect, the journey to “maturity” has taken time and, according to George Connell, Shell’s  journey is not over yet. A regular speaker on shared services on the international circuit, George's energetic presentations are inspiring.

Chris Paton - Managing Director, Quirk Solutions Ltd

A former Lieutenant Colonel in the Royal Marines, with a wealth of operational experience, Chris’ military career included advising on Afghan Strategy and plans to the Cabinet Office and National Security Council, and he was responsible for the design of the drawdown of the UK presence in Afghanistan. He saw active service in a wide range of places including Northern Ireland, Kosovo, Georgia and Afghanistan.

In 2010, Chris co-authored a HBR article on planning in fluid situations. This then led to him leaving the military to create Quirk Solutions Ltd. Chris has worked with BUPA, Heineken, Standard Life Investments, Shell and a wide range of SME businesses. He uses his leadership, strategy and planning experience to give organisations increased coherency, direction and efficiency. Chris is also one of the UK’s premier exponents of Business Wargaming; stress testing plans to identify risks and opportunities.

Andrew Burgess - Leading thinker on robotics and artificial intelligence

Andrew has worked as an advisor to C-level executives in Technology and Sourcing for the past 20 years. He is a strategic advisor to a number of ambitious companies, particularly in the fields of Robotic Process Automation and Artificial Intelligence. He is also considered a leading expert in the Legal Transformation market and has written a book, ‘The Rise of Legal Services Outsourcing’ (Bloomsbury) in collaboration with the London School of Economics. He is considered a thought-leader and practitioner in Artificial Intelligence and is regularly invited to speak at conferences on the subject. He is a prolific writer on the ‘future of work’ both in his popular weekly newsletter and in industry magazines and blogs. He also writes a weekly publication "Space Cadet Glow" on the topics of science, psychology and culture. 

Mélani Flores - P2P Advisory EMEA, The Hackett Group

Melani is a diversified professional with more than 20 years of experience in business consulting and benchmarking. She has worked in several industries supporting companies across Europe and the Americas in their Procurement transformation efforts, with main focus on Procurement strategy development, Operating Model and Organisational Design, Process Optimisation and Operational Strategies Design and Implementation. Melani leads Hackett Source to Settle Advisory Programmes in EMEA, and works together with executives giving advice on proven and emerging organisational and process best practices, and supports Hackett Benchmarking services.

John Wallace, CEO at Documation

With a wealth of experience in innovation, leadership and consultancy, John is a recognised thought-leader in the field of Finance process automation and transformation with a particular focus on P2P. Alongside his role as CEO of Documation, John provides consultancy and non-exec input to organisations across a range of industries. An entertaining and thought-provoking speaker on the practical application of process automation, software robotics and AI in Finance, John is a great source of knowledge tempered with grounded real-world advice.
Summit Speakers

Andrew Parris - Director of Shared Services, Tarmac

Andrew was appointed to the role of Shared Services Director for Lafarge Tarmac (now Tarmac, a CRH Company) in 2014. The 12 years prior to joining Tarmac were spent with 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 originally trained as a chartered accountant with BDO in South Africa and spent three post-qualifying years with PwC in the UK.

Lucy Brownsdon - Facilitator, specialising in change management

Lucy's background is in organisation development within PLCs before moving to a freelance facilitator and project manager. Lucy is renowned as business focused facilitator, intent on delivering results. She works with clients collaboratively before an event to make sure that it is purposeful and focused. She brings a creative spark combined with a tenacity to tackle challenging issues.

Michael Ryan - Director Finance Transformation

Michael Ryan is an experienced Finance Transformation Consultant with over 20 years' experience in managing change. He has a unique blend of front line industry experience in addition to Big 4 Consulting background. Working on multiple Finance Transformation initiatives, Michael specialises in shared services. Michael has worked across a number of different industries including Telecoms, Media, Pharma and Manufacturing and has experienced a high degree of P2P impact on all his engagements.

Rakesh Sangani - Senior Advisor on GBS and CEO Proservartner

Rakesh Sangani is a recognised thought leader in Finance and HR Transformation, shared services and outsourcing, and regularly presents at conferences across Europe, Asia and North America. With board level roles within the NHS and charities, Rakesh has the gravitas to influence executives on business transformation, shared services and outsourcing. He is a qualified chartered accountant, certified project manager and Black Belt Lean Six Sigma.

 You can download a PDF version of the slides below:

Track One and The Hackett Group slides

Plenary sessions

Track Two

P2P Transformation Summit Brochure 2018

You can view a PDF version of the Summit Brochure here.

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