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P2P Transformation Summit 2023

Summit Brochure

P2P Transformation Summit Brochure 2022 cov


Agenda

Morning Plenary and Network Sessions

08:45 - 09:00 - Registration

09:00 - 09:30 - Breakfast, Networking - Meet our Event Partners

09:30 - 10:30 - Welcome Keynote - Simon Weston, CBE

10:30 - 10:50 - Coffee, Networking - Meet our Event Partners

10:50 - 11:30 - Panel Discussion - Cybersecurity, ESG and the Increased Threat Environment

11:35 - 12:30 - Lunchtime Keynote - Timandra Harkness

12:30 - 13:30 - BBQ Lunch on the Terrace

Afternoon Breakout and Workshop Sessions

13:30 - 14:00 - My Squiggly Career - How to Ditch the Corporate Ladder and Build Your Own Path

13:30 - 14:00 - Is Hybrid Still Working?

Workshop - Build a Bot Sessions (limited availability)


14:05 - 14:35 - Mind the Gap: Addressing the Skills Gap Within Finance

14:05 - 14:35 - How to Use Automation Effectively

Workshop - Is Imposter Syndrome Holding You Back? (Limited availability)


14:40 - 15:20 - The Power of Good Mental Health at Work

14:40 - 15:20 - Panel Discussion: Diversity Matters: Your Role in Building a Broad P2P Environment

Workshop: The Power of Values - Transforming Finance with a Transformed Mind (Limited availability)

15:20 - 15:30 - Comfort & Networking Break - Meet our Event Partners

Future of Finance and P2P Sessions

15:30 - 16:30 - Future of Finance Roundtable Sessions

Award Ceremony and Prize Giving

16:30 - PPN Award Ceremony and Prize Giving

17:00 - Event Ends and Closing Remarks


Summit Venue

Bordering the Thames in Fulham and set in 42 acres of magnificent grounds, The Hurlingham Churlinghamlub is a green oasis of tradition and international renown. Recognised throughout the world as one of Britain’s greatest private members’ clubs, it retains its quintessentially English traditions and heritage, while providing excellent modern facilities that you'd expect from an exclusive venue. Our P2P Transformation Summit, including the plenary, breakout and exhibition rooms will enable you learn from a succession of business experts in a beautiful, spacious setting.

  • 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.

 Simon Weston, CBE - Keynote

Simon Weston jacketIn 1982 the Sir Galahad was destroyed in Bluff Cove on the Falkland Islands. Simon Weston was on board fulfilling the Welsh Guardsman role, when he sustained serious injuries and burns to over 45% of his body. His became a name and face that was going to become well-known for his struggle to overcome his injuries and redefine his role in life. Simon's message is one of achievement, of triumph over adversity, of seizing the moment and succeeding. With irrepressible humour, he speaks about overcoming adversity and positive mental attitude.

Simon’s road to recovery, both physical, mental and spiritual, has seen him active in various highly successful projects. His bravery and charitable work have earned him several awards and honours; he earned an OBE in the 1992 Queen’s Birthday Honours and has been awarded the Freedom of the City of Liverpool in 2002. He has also been honoured as one of the top 100 Welsh Heroes in 2004, and in 2014, in a survey by Freud Communications, he was voted top of the UK Heroes Index, naming him the Nation’s Favourite HeroSimon weston Queen

Simon was President for Wales Scouting for two years and is currently the Patron of the Falklands Veterans Foundation, The Enham Trust, Allied Service Trust, and an Ambassador for Changing Faces. Most recently, he has helped set up Care After Combat, a charity for veterans.

Simon has been the subject of five BBC documentaries: “Simon’s War” (1983), “Simon’s Peace” (1985), Simon’s Triumph” (1989), “Simon’s Return” (1992), and “Simon’s Journey” (1999). More recently, after BBC One viewers nominated him to have his portrait painted and hung in the National Portrait Gallery, a BBC documentary followed him in the process of having the portrait painted

As well as appearing on television, he has written several books. His autobiography “Walking Tall” and the sequel “Going Back” were both bestsellers. His most recent book, “Moving On” details his final return to the Falklands and sees him lay his ghosts to rest. His fiction books include such titles as “Cause of Death” and “Phoenix” as well as four children’s books in the “Nelson” series.

 

Presentation supported by:

tradeshift logo nov

 

 

 


Timandra Harkness - Lunchtime Keynote

Timandra Harkness2Timandra Harkness is a science writer, broadcaster, and comedian. She has performed maths standup, presented documentaries on Radio 4, including Data, Data Everywhere, and written a book; Big Data: does size matter? Since it began, she has also been the moderator of the Data Debate series of events held in collaboration between the Alan Turing Institute and the British Library.

After performing improvised and stand-up comedy, hosting cabaret, and touring with a tented circus, Timandra formed the first comedy science double-act in the UK with neuroscientist Dr Helen Pilcher.

Timandra HarknessNow a regular writing and presenting on Radio 4, Timandra also co-hosts FutureProofing, with Leo Johnson, which sees her looking at the future of everything from language to war, ageing to food. She’s also the resident reporter on social psychology series The Human Zoo.

Away from the microphone and since winning a competition in the Independent with a piece on goat-borrowing, she has written for publications including the Telegraph, Guardian, Sunday Times, Evening Standard, WIRED, Men's Health, and Significance (the journal of the Royal Statistical Society). Her book Big Data: does size matter? gives a history of data collection and collation, how it’s changing the world, and its shortcomings from politics to health to smart cities.

Combining unusual facts with insight and humour, Timandra looks at how the future will affect business and society. As well as looking at big data, she tackles AI and robotics, and considers topics around our relationship with science and technology.

On stage, Timandra has appeared in and co-written Your Days Are Numbered: the maths of death and Science Burlesque, which brought the Cheltenham Science Festival its first audience that included a hen party.

Presentation supported by:

proactis logo

 

 

 


Speakers

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

Rebecca HowardRebecca 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.

 


RobertBrookerPKFLittlejohn circle bRobert 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.


 Rakesh Sangani, Proservartner CEO

rakesh

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.   


Anders Liu-Lindberg, COO, Business Partnering Institute

Anders 2Anders 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. 

 

 


Lubnah Alam, Director Of Financial Operations, EG Group 

Luba Alan circleLubnah’s passion is to drive change through people, process and systems whilst challenging the status quo. Having a clear, logical mind with a practical approach to problem solving and a drive to see things through to completion has made her a force to be reckoned with in the industry.

From working in multiple sectors (Public/Manufacturing/Telecoms/Housing/Construction/Education) and now Retail, she has gained the experience and skills to become an accomplished leader in the Shared Services space. This experience was enhanced recently, by completing an 11 month assignment in Karachi, Pakistan for Aga Khan University in setting up a Global HR Shared Services function.

Being a Qualified accountant and an ambitious people leader, with c15 years of experience of setting up and enabling Finance Shared Services, coupled with ERP implementations, her passion about Business Transformation (keeping it simple) and enabling a Growth Mind-set within teams, shines through, injecting some fun along the way too!


Javed Bobat, Finance Recruiter, Mental Health Advocate and Workplace Wellbeing Speaker
Founder of Fide - Ethical Finance Recruitment and F=@#! Mental Health CIC

Javed Bobat 500Javed Bobat has a rare skill set where he is a mental health speaker, workplace well-being advocate, Mental Health First Aid instructor AND Finance Recruiter!

He is the founder of Fide and F=@#! Mental Health CIC, a non-profit he set up in 2019 to raise mental health awareness, specifically within the accounting and finance profession and their workplaces. Through the CIC, he provides one-on-one mental health support to individuals and line managers. In addition he also delivers Mental Health First Aid training, bespoke mental health/workplace wellbeing training, talks, workshops and events.

He has worked with some notable businesses, from FTSE100 business like Burberry and other blue chip companies including Asda and Liberty Global, through to finance institutes including ICAEW, Chartered Institute of Taxation and First Intution in addition to growing SMEs.

He set it up as a give-back venture on the back of his own lived experience around anxiety, depression, burnout, suicide ideation, addiction and substance misuse.

He funds and sustains his non-profit through the revenues he generates from his other company Fide. Fide is a groundbreaking, ethical recruitment business that combines finance recruitment with mental health. He gives each company he works for a wellbeing budget each time he recruits for them.


phil kingPhilip King, FMCA, CGMA, ADGBS – Senior Director – Global Business 
Services & Finance Advisory, The Hackett Group


Phil has 28 years of experience in finance transformation, shared services, global
business services (GBS) and business process outsourcing, in both industry and
consulting.

He currently advises a portfolio of clients in Hackett’s advisory membership
programs in GBS and finance and is the SME and community leader for the
Hackett Institute’s Advanced Diploma and Diploma in Global Business Services.
Phil is passionate about GBS, shared services & finance functions moving to
value-added services supported by talented people.



Susan Ní Chríodáin, Founder of Beyond The Numbers

Susan Ni ChriodainLeadership development coach, facilitator, and former finance director Susan Ní Chríodáin founded Beyond the Numbers to create more emotionally aware workplaces. She is an award-winning chartered accountant with a Big 4 background. Through a career that spanned three continents and a range of leadership roles, she learned that success demands bravery, boldness and building strong working relationships; technical skills are only half the story. Susan works with individuals and teams who know that putting people first generates the greatest return. Her popular podcast, Life Beyond the Numbers, is for people who are curious about having a more fulfilling work-life.

 


 Sarah Furness MA Cantab RAF
Sarah Furness circleFounder of Well Be It| Keynote Speaker|Bestselling Author | Executive Coach| Helicopter Pilot |Thought leader | Mindfulness Coach |Cognitive therapist.

After graduating from Cambridge University, Sarah followed her dream to become a combat helicopter pilot in the RAF. As a Squadron Leader she led on operational combat tours in Iraq and Afghanistan. During her experiences both at home and at war, she made two important discoveries;
- resilience and performance under pressure is NOT instinctive
- BUT humans have an extraordinary ability to thrive and even excel under pressure when they know how.

She now has ONE mission. To share the secret to outstanding resilience, performance and courage “under fire”.

Sarah is the No1 Best Selling author of FLY HIGHER - train your mind to feel as strong as you look. All of her mental training techniques are backed by science and proven in combat. She is fluent in “alpha male” and whilst she takes her work seriously, she doesn’t take herself too seriously. She has a 7 year old son who she adores and who inspires her every day.


Liz Barclay - Small Business Commissioner

Liz Barclay 1 200x200Liz 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.


Jason Roberts, CEO & Founder, Kaleida

Jason RobertsHailing from Brixton, South London, after 24 years working in the financial services industry in both banking, and sales, Jason was frequently reminded of his diverse identity. From the lack of representation in boardrooms, to being made aware that his 6’ 5" frame was intimidating, he experienced prejudice, bias and discrimination that impacted opportunities.

In 2021, Jason launched Kaleida International, a fully-inclusive, B2B marketplace for tenders focused on helping buyers find, assess and invite diverse suppliers to tender.  

  


Dan Foley - Finance Shared Services Director, Kier Group

 

 


Matt Duncan circleMatt Duncan, Managing Director, Protiviti

Matthew Duncan is a Managing Director in the Business Performance Improvement practice in Protiviti in the UK, one of the world’s leading global management consultancies. Matt is a highly motivated senior leader with over 18 years’ experience across a broad number of industries. He enjoys working as a trusted advisor to C suite clients, solving their most complex problems and where he specialises in delivering high profile, large scale, transformational change and has a track record of delivering lasting business benefits. Matt previously worked for The Berkeley Partnership and Accenture. 

 


Clive DavisClive Davis, Executive Director, Robert Half

Clive has over 25 years recruitment experience leading and working with Robert Half talent solutions teams in various UK and international locations including the Benelux, the UAE, Brazil and Chile. Clive’s deep experience of talent delivery, excellent knowledge of working across different country markets and sensitivity to cultural diversities is informed by his extensive “story-telling” knowledge of how to attract the best candidates to grow businesses. Sensitive to ongoing discussion about the Future of Work, Clive is an experienced speaker with access to data from many recent Robert Half sponsored studies focussed upon leading, hiring and working in an ever-changing hybrid work environment.

 


James Perry headshot circleJames Perry, Exam & Career Coach

James Perry is a respected professional in accounting and finance, known for his ability to guide and mentor individuals to achieve their professional and personal aspirations. He has a successful career in the industry and is an Associate Lecturer at the University of Ulster. James offers a range of services through his consultancy business, including his "Accounting Exam Accelerator" and "Accounting Career Accelerator" programs, as well as corporate workshops. He is a Fellow Chartered Accountant, Associate Fellow of the Higher Education Authority, holds a Masters Degree in Advanced Accounting, a First-Class Honours Degree in Accounting, and an Executive Coaching certification.

He is a Northern Ireland Top 40 Under 40 2018 & 2019 and has assisted hundreds of students and professionals in reaching their goals. James is also an adventurous traveller who brings a unique perspective to his work and clients.


Dave Jones - Indirect & Technology Procurement leader

dave jones 500Dave Jones is an IT and indirect/technology procurement leader who has worked for several leading businesses including John Lewis, Waitrose, Efficio, Thames Water and Vodafone. For example, Dave worked at The John Lewis Partnership where he headed up IT Procurement for Waitrose and supported the business deliver a complete source to settle systems transformation. Dave is also one the founders of Proctopus which is a global networking group.

 

 

 


 Shelsea Adrian, Yooz

shelsea circle1Shelsea has over 10 years experience in International Sales and Customer Services, including several years helping global clients to improve their internal processes and gain efficiency in both B2B and B2C sectors.
Shelsea is seen as a trusted advisor who helps companies of all sizes implement adapted strategies and reach their full potential.

 

 

 


Sheryl Miller ACA MBA - Diversity Consultant, Author, Public Speaker, Global Diversity, Equity & Inclusion Consultant

Sheryl Miller circleSheryl Miller is the author of Smashing Stereotypes. A Chartered accountant by background, Sheryl is an award-winning entrepreneur who’s worked with large global corporates for nearly thirty years. She is the co-founder of Reboot Global, which transforms the lives of busy professionals and business owners.

 

 

  


d jones circleDeborah Jones, UK Sales Director, Proactis

Deborah has been assisting leading organisations within the area of Spend Control and eProcurement for over 5 years. She has been helping customers private and public sector organisations of the calibre of Screwfix Direct, Government Property Agency, P&O Ferrymasters and Four Seasons Healthcare to achieve proven, tangible benefits through a consultative led approach of combining performance benchmarking, innovative software solutions and process best practice.


At Proactis, Deborah is the UK Sales Director and works closely with customers, prospects and strategic partners to promote Proactis solutions and services across the entire spectrum of Spend Management. 


will c 22Will 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.

 

 

 


Chris blake 220Christopher Blake, Basware

Christopher Blake is a seasoned marketing leader with a wealth of experience in building brands, creating impactful campaigns, and driving growth. His expertise lies in understanding customer behavior and developing innovative strategies that resonate with target audiences. Christopher has a proven track record of successfully launching new, innovative products and services. His career has seen him work internationally in countries including Japan, Italy, Czech Republic and The Netherlands. Chris leads proposition marketing at Basware, the no.1 global vendor in AP Automation.

 


Conor McGrath 500Conor McGrath, Tradeshift

 

 

 

 

 


In partnership with

Headline Partner

tradeshift logo novTradeshift 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


Premier Partner

proactis logoProactis 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.


Network Partners

Basware Primary Blue RGBBasware 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.  

 

yooz logo 2Yooz 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.

 


Event Partners

sap2With a global network of customers, partners, employees, and thought leaders, SAP helps the world run better and improves people’s lives. As the market leader in enterprise application software, we’re helping companies of all sizes and in all industries run better by redefining ERP and creating networks of intelligent enterprises that provide transparency, resiliency, and sustainability across supply chains. Our end-to-end suite of applications and services enables our customers to operate profitably, adapt continuously, and make a difference worldwide.

 

StatementMatching Logo 200APMatching is a Cloud based platform that automates Invoice Processing, Statement Reconciliation and Duplicate Prevention. Automating these resource intensive processes enables Accounts Payable to focus their time on managing exceptions, improving supplier relationships and continuous improvement.

 

workdayWorkday is a leading provider of enterprise cloud applications for finance and human resources, helping customers adapt and thrive in a changing world. Workday applications for financial management, human resources, planning, spend management, and analytics are built with artificial intelligence and machine learning at the core to help organizations around the world embrace the future of work. Workday is used by more than 10,000 organizations around the world and across industries – from medium-sized businesses to more than 50% of the Fortune 500. For more information about Workday, visit workday.com

 

fiscal 500FISCAL 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.

 

SoftCo_Logo.pngSoftCo is a fast growing global Procure-to-Pay (P2P) and Compliance technology company. SoftCo’s smart technology can deliver guaranteed straight through PO invoice processing rates of over 80%, ensuring industry leading ROI. With 33 years’ experience, SoftCo ranks highest in independent customer satisfaction surveys and security scores. Operating from the US, Finland, the UK and Ireland, SoftCo has over a million users worldwide with customers including PwC, Volkswagen, Primark, Logitech and the Finnish Government. SoftCo is ISO27001 certified, SOC and Katakri audited, a Microsoft Certified Partner, an AWS Advanced Technology Partner, and integrated with over 200 ERP systems.

 

symtrax BlueAt 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.

 

Pagero RGB DEEPGREEN21Pagero provides a Smart Business Network that connects buyers and sellers for automated, compliant, and secure exchange of orders, invoices, payment instructions and other business documents.
With an open network and a wide range of value-added apps, Pagero helps businesses streamline their order-to-cash and purchase-to-pay processes while unlocking the full potential of accurate and reliable business data. All of this, regardless of location, industry, size or systems. Find out more at www.pagero.com

 

ivalua 250Ivalua is a leading provider of cloud-based Spend Management software. Our complete, unified platform empowers businesses to effectively manage all categories of spend and all suppliers, increasing profitability, improving ESG performance, lowering risk, and improving employee productivity. We are trusted by hundreds of the world's most admired brands and recognized as a global leader by renowned industry analysts. Learn more at www.ivalua.com. Follow us on LinkedIn and Twitter.


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Avalara

Avalara helps businesses of all sizes get tax compliance right. In partnership with leading ERP, accounting, eCommerce and other financial management system providers, Avalara delivers cloudbased compliance solutions for various transactional taxes, including sales and use, VAT, GST, excise, communications, lodging, and other indirect tax types. Headquartered in Seattle, Avalara has offices across the U.S. and around the world in Canada, the U.K., Belgium, Brazil, and India.