Swissôtel Chicago, Chicago, IL
September 28 - October 1, 2009
Amit Patel
Director, Finance - Internal Controls and Compliance
Alcan Packaging Food Americas & Global Pharmaceuticals
Amit Patel is a Director, Internal Controls and Compliance at Alcan and formerly Director, Financial Reporting and Analysis, also at Alcan. His career includes 9 years on the audit staffs at KPMG Peat Marwick and Ernst & Young and over 10 years of controllership, financial management and consulting experience.
Andy Efstathiou
Director Banking Sourcing Program
NelsonHall
Andy has responsibility for the development and delivery of NelsonHall's research and advisory services in banking processes and the application of business process outsourcing in the sector.
Andy has 25 years' financial services experience, having worked for money center banks, including Citibank, in key roles managing the customer and counterparty operations with other financial institutions. He has also worked in a consulting capacity, advising regulatory agencies and investment banks on operational issues and business performance.
Andy is a frequent guest speaker and lecturer and has appeared on many TV and radio news programs internationally, written numerous articles for, and been interviewed by, many leading publications, including Forbes Magazine.
Andy has an MBA from Stanford University.
Beth Susman
VP, Global Human Resources
Quintiles
Beth has been with Quintiles Transnational since June 2001. Prior to joining Quintiles, she worked for Price Waterhouse Coopers/Unifi as a Director of Employee Benefit and Human Resource Outsourcing Services. Her clientele included Fortune 100 and Fortune 500 clients in the finance, telecommunications and chemical industries. Overall she has 20 plus years of experience in both Human Resources and Employee Benefits administration having held positions within both corporate management and consulting at Buck Consultants, Shearson Lehman/American Express and Pepsi.
Bradley Thacker
Vice President of Corporate Services and Organization Development
Nissan
Brad Thacker is the vice president of Corporate Services and Organization Development for Nissan North America. He oversees the development and deployment of, corporate services, tools, and process improvement skills which drive improved efficiency and effectiveness through business transformation and synergy.
Thacker joined Nissan in August 2005 as director, Product Quality Assurance. He was promoted to senior director in April 2006. Most recently, Thacker served as vice president, Product Quality, responsible for the supplier and vehicle quality of all models produced in the United States.
Prior to joining Nissan, Thacker worked for Toyota Motor Manufacturing, Indiana, Inc. with responsibilities in manufacturing and quality including Assembly and Assembly Conveyance, Quality Engineering, Inspection, and Paint at its Princeton, Ind., plants. Thacker also held management positions in production and engineering for Milliken and Company, Michelin Tire Corp., Amercord, Inc., and Bridgestone Metalpha.
Thacker currently serves on the board of directors of Habitat for Humanity of Williamson County. He is also a board member of The Nissan Foundation, the charitable giving arm of Nissan North America.
Thacker holds a bachelor's degree in economics from Presbyterian College in Clinton, S.C., and he resides in Brentwood, Tenn. with his wife and two children.
Bob Davenport
Data & Financial Compliance
Hexion Specialty Chemicals
Bob is the Manager of Master Data and Financial Compliance at Hexion Specialty Chemical located in Columbus, Ohio. His areas of responsibility include SAP master data, monthly close compliance & reporting and System Administrator for Blackline. He was part of the implementation team to introduce Blackline’s account reconciliation and task management application to Hexion and was instrumental in rolling out the product to the company’s EU and US divisions as well as training new users in using the application.
He has over 15 years of experience in accounting activities including management, reconciliation review, budgeting, reporting and liaison work between Finance and IT organizations. He has his MBA and Bachelor’s of Science degree in Accounting from Franklin University and is currently an Adjunct Faculty member at Franklin, teaching Financial Accounting at the undergraduate level.
Eileen Kamerick
CFO
Tecta America
Eileen A. Kamerick joined TectaAmerica Corporation as Senior Vice President, Chief Financial Officer and Chief Legal Officer in August 2008. Tecta is the country largest commercial roofing company with particular expertise in the area of environmental services, including green roofs and solar roofing installations. Tecta is majority owned by KRG Capital Partners. Previously, Ms. Kamerick served as Executive Vice President, Chief Financial Officer and Chief Administrative Officer of Heidrick & Struggles International, Inc (NASDAQ: HSII). Heidrick & Struggles is the world's leading international executive search and leadership development firm. She joined Heidrick from her position as Executive Vice President and Chief Financial Officer of Bcom3, parent company of Leo Burnett and Starcom Media, following the sale of Bcom3 to Publicis.
Ms. Kamerick has served as a senior financial and legal executive for several Fortune 500 companies. Among these positions, she was Vice President and Chief Financial Officer, BP Amoco Americas, following the merger of BP and Amoco. And she was VP and Treasurer, Amoco Corporation. Ms. Kamerick holds an MBA, with honors, from The Graduate School of Business of the University of Chicago and a JD from The University of Chicago Law School. She graduated summa cum laude from Boston College. She serves on the Board of Directors of Associated Bancorp (NASDAQ: ASBC) and Westell Technologies, Inc. (NASDAQ: WSTL).
Elizabeth McPherson
Director, HR Service Center
Agrium
Since April 2007, Elizabeth has been the Director of the Human Resources Service Center for the Canadian-based fertilizer products and services company, Agrium, Inc.. Besides directing the Service Center, Elizabeth also sits on the HR Leadership Team to direct the total HR function for the company.
Prior to joining Agrium Inc., Elizabeth worked for Walgreens at their call centers in Oklahoma City, Oklahoma and Muscle Shoals, Alabama managing their HR function. Her twenty-year career has also included working for Sara Lee Corporation, Home Depot and Saks Fifth Avenue.
Elizabeth received a Bachelor’s Degree from St. Louis Christian College and Southern Illinois University in Carbondale, Illinois. She earned her Masters Degree in Human Resources Management from Washington University in St. Louis.
James Waters
Director
Finance Shared Services
James Waters is the Director of Finance Shared Services, for Schneider National, Inc., a premier provider of transportation and logistics services. Schneider serves more than two-thirds of the FORTUNE 500 companies and offers the broadest portfolio of services to small, medium and global shippers in North America, Europe, and Asia.
James has served in this capacity for two years where he directs the North American financial shared services for accounts payable, accounts receivable, credit and collection, payroll, travel and expense, and document imaging. Schneider is in the second year of a major business transformation that will change every process and system used by its associates worldwide. James serves as a process owner and change leader across multiple end-to-end processes including Hire-to-Retire, Quote-to-Cash, and Procure-to-Pay. Prior to this role, he has held various roles with Schneider during the past 12 years in operations and logistics finance. James's education is in communication, business administration, and leadership from Iowa State University, University of Iowa, and University of Chicago.
Jay Desai
Vice President, Global Sourcing
Northern Trust
As the manager of the Global Sourcing team at Northern Trust, Jay works with key technology and business leaders to design and implement a global sourcing strategy that is aligned with the overall corporate strategy and is positioned for the long-term to support Northern's business objectives and growth. In addition, Jay is responsible for the management of all offshore vendors across the organization.
Jay has extensive expertise in designing and implementing offshoring strategies, having worked on both the buy-side and the sell-side, and his experience includes a broad spectrum of exposure across the sourcing lifecycle, including strategy development, supplier selection, contract negotiation, transition management, vendor management, and ongoing service delivery.
Prior to joining Northern, Jay served as a Relationship Director in the Banking & Financial Services Practice at Tata Consultancy Services (TCS), where he helped clients develop and implement their strategies for offshore outsourcing. Earlier in his career, Jay has worked with Reuters, Hongkong & Shanghai Banking Corporation (HSBC) and Standard Chartered Bank in positions of increasing responsibility.
Jay holds a Bachelors in Computer Engineering from the University Of Mumbai and a Masters in Management Studies from the Jamnalal Bajaj Institute of Management Studies at Mumbai, India. In addition, he is a PMI-certified Project Management Professional (PMP).
Jeffrey Lackey
Global Leader for Resourcing and North American Human Resources Shared Service Center Lead
Rolls-Royce
Jeff Lackey works for Rolls-Royce as the Global Leader for Resourcing and also leads the North American Human Resources Shared Service Center (NA HRSSC). In his newest assignment, Jeff is leading the implementation of the Shared Services Center within the US and Canada to help drive efficiencies, standardization, and delivery of HR services for the region. In his Global Resourcing role, Jeff is also leading and sponsoring the implementation of an e-Recruitment process and system to support our 5 global HR SSC hubs.
In the past, Jeff has led the transformation of several large (and small) high-performance recruiting teams to support high volume staffing, executive and niche search, and even responded to business changes by turning recruiters into outplacement experts. Jeff has presented at national and global forums on 'Running Recruiting like a Business', 'Workforce Planning', and 'Contingent Labor'.
Jerry Rezabek
Financial Transformation
Navistar Inc.
Jerry joined Navistar in June of 2007 as a Director within the Corporate Controllers Office. He assisted Navistar through the restatement of their 2002-2005 financial results. Jerry has also been instrumental in the remediation of the material weaknesses that contributed to the restatement. Navistar is currently in the process of implementing AssureNET to further solidify their control environment and enhance productivity. Prior to joining Navistar Jerry held several financial leadership positions at R.R. Donnelley, GenCorp, Littlefuse, and Hewitt Associates.
Jerry is a CPA with an MBA from Benedictine University and a BS in finance and economics from Elmhurst College in Elmhurst, Illinois.
John remains actively involved in the delivery of client assignments. He has personally covered the BPO market since 1992 and has led well in excess of a hundred assessments of BPO. John currently presents NelsonHall's quarterly 'BPO Index' webcast, monitoring developments in the BPO marketplace worldwide.
Widely regarded as a 'BPO guru', John continues to contribute to, and oversee, NelsonHall's BPO research, and is a sought after speaker on BPO. Recent speaking engagements include:
John assists organizations in understanding the true shape of the BPO market and the success factors involved in BPO from both buy-side and supply-side perspectives.
John has over 20 years' experience in the services sector, principally in roles with strategic marketing responsibility. John previously held senior positions with suppliers and research agencies in both Europe and the U.S.
John holds a MA from Cambridge University and an MBA from Manchester Business School.
Joyce Short
Deputy Director
NASA Shared Services Center
Ms. Joyce M. Short has been starting up and managing shared services organizations in the Federal Government for more than 15 years.
Ms. Short joined the start-up team for the National Aeronautics and Space Administration's Shared Services Center (NSSC) in 2005 as the executive in charge of service delivery. Ms. Short is currently the Deputy Director and Director, Service Delivery for NASA's shared services center. In this capacity Ms. Short integrates and manages the Financial Management, Human Resources, Information Technology, and Procurement services the NSSC provides NASA.
Ms. Short has a BS in Business from Indiana Wesleyan.
Julienne Sugarek
Process Project Director
CenterPoint Energy
Julienne Sugarek has nearly 10 years experience working with process improvement and in various aspects of procure-to-pay. She is currently the project manager for CenterPoint Energy leading the implementation of the redesigned procure-to-pay process. Her previous projects include leading the implementation a procurement card program for the State of Texas and leading the effort to redesign the per diem setting process for the United State Federal government. Julienne is a certified project manager and a certified public accountant. Her undergraduate and graduate degrees are from The University of Texas at Austin.
Jun Davis
Purchasing Centers Leader
GE
Jun Davis is responsible for managing GE Energy Services Purchasing Centers globally supporting seven Profit & Lost centers with an annual spend of $1.1B.
His purchasing centers provide timely transactional sourcing support to GE's growing services business while adhering to business rules to assure compliance and deflation goals. Jun has had numerous roles in his 8 years with GE, with experience in Manufacturing, Lean Six Sigma, Sourcing and Services among the Energy and Aviation businesses. Prior to joining GE, Jun was a Marine Corps Logistics and Supply Officer for 5 years. Jun holds a BA in Communication Studies from Virginia Tech and an MBA from Mercer University.
Ken Grady
Head of Enterprise Service Delivery
Novartis Vaccines & Diagnostics.
Ken has a background across both Pharmaceutical, Medical Systems and High Tech industries, and has lived and worked in San Francisco, California, the United Kingdom, and is currently based in Cambridge, MA. For the last 8 years, he has been responsible for application development and delivery at Novartis, establishing the first divisional IT Centers of Excellence for application management (ERP, Document Management, CRM, etc.). Unlike traditional COE’s, the Novartis Vaccines & Diagnostics approach has been to leverage ‘virtual’ teams from the outset, to support an international and distributed organization, while maintaining the efficiencies of harmonization and scale, and drive innovative solutions. This model has been recognized and featured in SAP Netweaver magazine, and through several conferences.
Lee Coulter
SVP, Global Head Shared Services
Kraft
Lee is Senior Vice President of Kraft Shared Services, responsible for IT Services globally, Business Process Outsourcing, and Shared Service Centers in San Antonio, Brataslava, and Madrid. He is one of four leaders implementing Kraft's new Organizing for Growth operating model, leading the company-wide shared services implementation. Previously he led Kraft's IT transformation culminating in the 2006 EDS contract valued at $1.7B. Prior to Kraft, Lee was VP Global IT Operations at Aon Corporation, and built the IT shared service prior to a Board decision to outsource the infrastructure to CSC. Lee spent 15 years with GE in five businesses on three continents in general management and operations. He was Region VP for GE's IT Solutions business. With GE Medical Systems, he ran the service business for Latin America and Asia Pacific. Lee's education is in electrical engineering and biomedical engineering, and he began his career as a biomedical engineer.
Maureen McKinney
Vendor Management Director
Nike Inc.
Maureen McKinney is the Vendor Management Director for Nike Inc. She is responsible for vendor management of IT providers for professional service, contract labor, and hardware and software categories. Her responsibilities include negotiation strategies, market intelligence, governance and policy adherence, and vendor management best practices. Ms. McKinney has 25 years of experience in the international IT marketplace.
Melissa Lytell
Director, HR Shared Services
U.S. Department of State
Ms. Lytell is a career HR professional with more than 20 years of operating human resources experience with the Federal government.. She began her career in 1987 as a Human resources Specialist with the Department of Navy at China Lake, CA. In 1999, Ms. Lytell transferred to the Department of State and quickly moved up the ranks and in 2001 was named Senior HR Officer for the Bureau of Administration. In this capacity she led the strategic direction of the Bureau and its human capital and strategic direction of four client bureaus and four independent offices.
Today she serves as the Director of HR Shared Services and Change Management for the US Department of State. For the past 18 months, in coordination with the Under Secretary for Management and the Deputy Assistant Secretary for Human Resources, she has been responsible for the design, development and implementation of the Department-wide Human Resources Shared Services tiered service delivery model.
Michael Lockard
Vice President, Financial Shared Services
Wal-Mart Stores, Inc.
Michael joined Wal-Mart Stores, Inc. in April 2007 as the Senior Director of Payroll Services in Wal-Mart Financial Shared Services and was later named Senior Director of Disbursements (Internal and External). In September 2008, he was promoted to VP, Finance - Shared Services.
Prior to joining Wal-Mart, Michael spent 20 years in the logistics and transportation industry with United Parcel Service (UPS). His senior leadership positions included VP of Finance & Accounting in their UPS Supply Chain Solutions subsidiary and Assistant Treasurer, Shared Services Controller Coordinator, and Business Unit Controller in their UPS Airlines subsidiary.
Business and Professional Associations:
Education:
Mike Boockholdt
Global Service Delivery Manager
Sun Microsystems, Inc.
Mike is the Global Service Delivery Manager of the Hewitt Business Process Outsourcing (BPO) contract, at Sun Microsystems, Inc. He has been instrumental in helping design Human Resources programs and tools, managing U.S. Benefits Administration, and developing Sun's Human Resources Answer Center (most recently taking it global, prior to Outsourcing) for over 16 years.
Prior to joining Sun Microsystems in April, 1990, Mike held a number of management positions in the Hotel and Resort industry, including Princess Hotels, and Wintergreen Resort in Virginia. During this period, he also worked for NCR Corporation, in their Modular Lodging Systems division providing user interface design and testing, and customer installation and support.
He is currently a Certified Compensation Professional (CCP) of the WorldatWork Society of Certified Professionals.
Mike holds a Bachelor of Arts degree in Developmental Psychology from the University of California-Santa Barbara.
Paul S. Bartley
Director of the Program Support Center (PSC)
US Department of Health and Human Services (HHS)
Paul S. Bartley is the Director of the Program Support Center (PSC), the shared service provider for the US Department of Health and Human Services (HHS). The PSC provides more than 50 products and services on a competitive, fee-for-service basis for HHS, as well as approximately 14 other executive departments and 20 independent federal agencies.
Prior to becoming Director of the PSC in 2007, Mr. Bartley served as Deputy Director of the PSC. Before this, Mr. Bartley worked in Iraq where he led a media program supporting Multi-National Coalition efforts for 18 months. Before his overseas assignment, he was Chief of Staff to the Director of the International Broadcasting Bureau and Senior Advisor for Management to the Director of Voice of America. In the early part of his career, Mr. Bartley spent more than a decade at Ernst & Young, a professional services firm. He served in the tax department and helped lead a high-profile change management project before joining the firm’s national headquarters group. He is a Certified Public Accountant.
Mr. Bartley earned his M.A. at the University of Texas at Austin in Accounting and his B.A. in Business
Rajan Mehndiratta
Controller, Global Accounts Payable
Intel Corporation
In his role as the Global Accounts Payable Controller for Intel Corporation, Rajan Mehndiratta is responsible for setting the overall vision and the strategy, as well as managing the day-to-day operations of the department. In this capacity, Rajan oversees the operations of three shared service centers located in Swindon, UK; San Jose, Costa Rica and Penang, Malaysia, in addition to three other sites as he works towards the completion of the overall shared service center strategy. Rajan has been with Intel for 19 years and has managed most of the typical components within Corporate Finance, like General Accounting, Payroll, Fixed Assets, and Mergers/Acquisition integration.
Prior to Intel Rajan worked with Ernst & Young for 6 years in India and then as a Financial Controller of a mid-size post production company in Portland. He has a Bachelor's degree in Science and Professional Certification in Accounting. In addition, he was granted Fellowship by The Institute of Chartered Accountants of India.
Sam Poston
Senior Vice President
ScottMadden
Samuel Poston is a partner and senior vice president with ScottMadden and has been a management consultant for more than 25 years. As a pioneer in the shared service industry, Samuel formed the firm's shared services practice in the early 1990's and has led it since. He specializes in linking internal shared services delivery systems to corporate strategies and goals.
Mr. Poston is an internationally recognized "passionate" expert in shared services and is frequently called upon to address the subject of shared services to a wide variety of audiences. He has served more than 50 clients in a variety of industries, including energy utilities, government, technology, entertainment, pulp and paper, services, retail, and manufacturing. Prior to joining ScottMadden was manger of HR at General Electric, an internal organization development consultant and a clinical therapist
Mr. Furlong, Partner, CFO Services, has responsibility for engagements involving general and administrative functions that are not IT related (Finance & Accounting, Human Resources, Contact Centers, Facility Management, etc.) in the Americas region for TPI.
Scott has over 20 years of experience assisting clients in transforming their general and administrative functions including finance and accounting, facilities management, human resources, information technology and procurement. Scott advises clients in transforming their functions including the design and implementation of alternative service delivery models including shared services, offshoring, business process outsourcing (BPO) and commercializing existing shared service centers. Scott has extensive experience in shared services design, implementation and operations, including outsourcing and offshoring. Scott has designed, implemented, or improved over 30 shared service centers around the world in North America, Eastern and Western Europe, India, China, South Africa, and Australia. In addition to client services, Scott has developed a comprehensive, firm-level offshoring study that was jointly conducted with the Fuqua School of Business at Duke University. The study has developed some unique data and insights into the world of offshoring and is being leveraged into an executive education program.
Sharon Mirabelle
VP, Financial Shared Services
McCormick & Company, Inc
Sharon Mirabelle is a native of Maryland and has worked for McCormick for over twenty years. She attended Mount Saint Mary’s College and earned her B.S. degree in Accounting in 1983. Sharon attended Loyola College and earned a Masters of Business Administration in Finance in 1989 and she is also a Certified Public Accountant.
Sharon joined McCormick in 1984 as a Staff Accountant and has held increasingly responsible positions throughout McCormick’s Financial Organization.
Prior to joining McCormick, Sharon served as Staff Auditor for C.W. Amos & Co. in Baltimore, Maryland.
As Vice President of Financial Shared Services, Sharon created the shared services organization for the financial function to provide process efficiencies and customer service for all of McCormick.
Terry Hartmann
Director, Financial Shared Services
Xerox Corporation
Terry Hartmann was appointed Director of Financial Services for the North America Finance group in November, 1998. In this position, he oversees the United States Payroll, Cash Disbursements, Expense Reporting (E-Pay), General Ledger, Fixed Assets and other financial operations. Also, he is a Xerox Focus Executive for JCPenney Corporation.
Prior to assuming this position, Terry served as CFO, VP of Finance, Human Resources and IT for Xerox International Partners (FX-XC joint venture).
Previously Terry held the position of Field Controller and VP Business Operations for USSG, leading the CBU controllers. Earlier in his 37 year career with Xerox, he oversaw consolidations/reporting, supply/demand, activity, revenue planning and expense control in Sales as well as Engineering units.
A few of Terry's recent accomplishments are the extension of E-Pay to 12 countries covering 85% of Xerox travelers, growing DPO (Days Payable Outstanding) 3X, and receiving a 90% customer satisfaction rating from Xerox employees served by Financial Services. Earlier efforts focused on benchmarking, CBU controller roles, and XIP revenue growth.
Terry holds a Bachelor of Science degree in Engineering from Cornell University and an MBA in international business from the University of Chicago. He is a Certified Management Accountant and Certified Financial Manager. Terry has earned his Lean Six Sigma Green Belt.
Terry is an Area Director and past Rochester Chapter President of Financial Executives International and an Auditor for Fairport-Perinton Dollars For Scholars.
Tim Cummins
President/CEO
The International Association for Contract & Commercial Management (IACCM)
Tim Cummins is President/CEO of The International Association for Contract & Commercial Management (IACCM), a non-profit foundation recognized as the international authority on the role of contracting and Commitment Management in the global networked economy. A leader in research and innovative learning techniques, IACCM works with corporations, public and academic bodies to provide thought-leadership and understanding of 'best practice' contracting and relationship standards. IACCM defines organizational models and skills to ensure integrity, trust and the collaborative trading relationships necessary to support the continued development of global standards. Tim has led the Association since 1999 and brings cross-industry, multi-country experience to the role, having worked as a top negotiator and business development executive in the automotive, aerospace and technology and outsourcing sectors. His writing is extensively published and he has acted in an advisory capacity to senior corporate management and bodies that include the United Nations and government departments in the US, UK, Australia, Canada and Japan.
Tony Lucente
Director, Organization Support
Nissan
North America
Tony Lucente is Director of Organization Support for Nissan North America (NNA), which includes the management of the following business transformation initiatives for the Americas: G&A (General and Administrative) Breakthrough, a strategic global initiative to increase the efficiency and effectiveness of Nissan G&A functions; Global Service Efficiencies (GSE) Business Process Outsourcing, a program to leverage advantages of a changing global workforce; Workforce Integration@Nissan (WIN), a groundbreaking global initiative to revolutionize the way Nissan employees work together through the delivery of a comprehensive set of collaboration tools and services within an employee portal; and, Corporate Governance, a program that provides uniform management of policies, records and approval requirements for the Americas consistent with global initiatives.
Since joining Nissan in 1989, Lucente has held management positions in Corporate Services, Corporate Communications, Consumer Affairs, Strategic Management and Information Systems. Before joining Nissan, he worked in the computer systems and international divisions of the Reynolds and Reynolds Co. Lucente graduated magna cum laude with a bachelor's of arts in political science from Wittenberg University in Ohio. He also studied at the American University in Washington, D.C. and in the Netherlands.
The event may be over, but you can join us in March 2010 for the Shared Services & Outsourcing Week!
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