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April 23 - 25, 2018
Doubletree Resort – Paradise Valley Scottsdale

Main Day 1, Tuesday, April 24, 2018

8:00 am - 8:30 am REGISTRATION, BREAKFAST & MORNING NETWORKING

8:30 am - 8:45 am OPENING REMARKS FROM CONFERENCE CHAIRWOMAN

Jackie Taylor - Executive Director People Advisory Services Ernst & Young
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Jackie Taylor

Executive Director People Advisory Services
Ernst & Young

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Tara Coble-Herring

Assistant Director, SOM HR/Manager, HR Service Center
UNC Chapel Hill

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Tamala Gray

Clinical Team Manager, Finance and Research Support Team (FiRST)
UNC Chapel Hill

9:30 am - 10:15 am PANEL DISCUSSION: HOW WATCHING HGTV HELPED ME PREPARE TO BUILD SHARED SERVICES? “MULTI-TOUR” SHARED SERVICES VETERANS SHARE THEIR EXPERIENCES AND LESSONS

Ronn Kolbash - Associate Vice President of Shared Service University of Chicago
Virginia Fraser - Principal Deloitte
Megan Cluver - Senior Manager Deloitte Consulting
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Ronn Kolbash

Associate Vice President of Shared Service
University of Chicago

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Virginia Fraser

Principal
Deloitte

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Megan Cluver

Senior Manager
Deloitte Consulting

10:15 am - 11:00 am Morning Networking Break & Demo Drive

While enjoying some light morning snacks and beverages, meet with some of the leading SS solution providers. 


INTERACTIVE DISCUSSION GROUP (IDGS) –You Pick 2

IDG D

11:00 am - 12:30 pm Preparing for the Future: Challenges & Solutions
Kevin Skelcher - VP Client Solutions Thoughtexchange
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Kevin Skelcher

VP Client Solutions
Thoughtexchange

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Matt Carragher

Regional Sales Director
Transcepta, LLC

Yvonne Grobe

Accounts Payable Manager, Payment Services, Integrated Procure-to-Pay Solutions
University of California, San Diego

IDG B

11:00 am - 12:30 pm ADDRESSING CHALLENGES THROUGH PROCESS IMPROVEMENT
Melissa Long Shuter - Executive Director, Business Operations University of Louisville
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Melissa Long Shuter

Executive Director, Business Operations
University of Louisville

IDG A

11:00 am - 12:30 pm HOW TO MEASURE THE SUCCESS OF YOUR SHARED SERVICES OFFERINGS
Jennifer Pike - Shared Services Program Manager University of Oklahoma
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Jennifer Pike

Shared Services Program Manager
University of Oklahoma



1:30 pm - 2:30 pm Networking Lunch Break & Friendly Lunch Cliques

Customize your learning. You are welcome to move in and out of the tracks as you see fit. Attending as a group?
 Why not split up and attend different sessions – and share your notes?

MATURITY CURVE TRACKS SESSIONS BEGIN

PLANNING & LAUNCHING This track has been designed specifically for attendees interested in launching a shared service center. Discover best practices and actionable strategies for structuring a shared services operation and deploying a new shared services initiative.

2:30 pm - 3:15 pm Strategies and Tools for Developing a Shared Services Model to meet Your Organization’s Unique Business Objectives
Lisa Sharpe - Project Director, Shared Services Operations, Office of the AVP for Finance West Virginia University
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Lisa Sharpe

Project Director, Shared Services Operations, Office of the AVP for Finance
West Virginia University

PLANNING & LAUNCHING This track has been designed specifically for attendees interested in launching a shared service center. Discover best practices and actionable strategies for structuring a shared services operation and deploying a new shared services initiative.

3:15 pm - 4:00 pm Launching Shared Services Initiatives on a Shoe String Budget
Whitney Pugh - Executive Director of Budget & Planning Utah State University
Taya Flores - Student Affairs Financial Officer Utah State University
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Whitney Pugh

Executive Director of Budget & Planning
Utah State University

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Taya Flores

Student Affairs Financial Officer
Utah State University

EVOLVING & MATURING This track is designed for seasoned shared services executive interested in taking their SS center to the next level of operational excellence! Uncover new and innovative strategies for maximizing both cost savings and strategic impact of a mature SS (5+ years post-stabilization)

2:30 pm - 3:15 pm How To Drive Innovation and a Culture of Continuous Improvement to Achieve Greater Efficiency, Effectiveness
Shelley Prosise - Director, ABC Shared Services University of Washington, School of Medicine
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Shelley Prosise

Director, ABC Shared Services
University of Washington, School of Medicine

EVOLVING & MATURING This track is designed for seasoned shared services executive interested in taking their SS center to the next level of operational excellence! Uncover new and innovative strategies for maximizing both cost savings and strategic impact of a mature SS (5+ years post-stabilization)

3:15 pm - 4:00 pm Post-Stabilization & Mature Shared Services Talent Management
Mike DellaBianca - Director - Client Services Yale University
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Mike DellaBianca

Director - Client Services
Yale University

3:00 pm - 3:30 pm AFTERNOON NETWORKING BREAK & Business Card Exchange

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Amy Schwartz, MPH, Ed.D.,

Associate Vice Chancellor for Partnerships & Shared Services Initiatives
University System of New Hampshire

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Ronn Kolbash

Associate Vice President of Shared Service
University of Chicago

4:15 pm - 5:00 pm RIDDLE ME THIS - SOLVING THE TALENT RECRUITMENT & RETENTION RIDDLE TO KEEP YOUR EMPLOYEES ENGAGED & SATISFIED

Sarah Peri - Assistant Director of Operations & Outreach Academic Finance & Administration Brown University
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Sarah Peri

Assistant Director of Operations & Outreach Academic Finance & Administration
Brown University

5:00 pm - 5:45 pm HOW TO ANALYZE YOUR CUSTOMER SERVICE DELIVERY & ENSURE CUSTOMER SATISFACTION

Lisa London - Director Human Resources, Business Operations University of Louisville
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Lisa London

Director Human Resources, Business Operations
University of Louisville

5:45 pm - 6:45 pm Networking Cocktail Party