SAP Conference for Financial Shared Services

August 25–26, 2015J.W. Marriott HotelMiami, FL

In cooperation with:

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WELCOME

Strive for the Top – Generate Business Benefits through Finance Shared Services with SAP

Following the success of our inaugural 2014 conference, join us in Miami for the second annual SAP Conference for Financial Shared Services. We are delighted to present you with an event full of opportunities to learn from companies operating and evolving Shared Services using SAP. You’ll also hear about SAP’s solution strategy for Shared Services and gain valuable input to maximize the efficiency of your shared service organization.

Today, organizations that wish to evolve their shared service organizations must go beyond simply lowering the cost of service provision. They must strive to become a partner to the business in its quest for supremacy. Over the course of two days, this conference gives you the chance to learn from peers, SAP thought leaders, and leading experts, in order to equip yourself with the knowledge you need to take your shared services beyond operational excellence.

No matter what stage you are on in your shared service journey, our lineup of customer case studies – including a diverse range of global organizations such as Verizon, Colgate-Palmolive, Cintas, and Swarovski – will augment your knowledge and help you to achieve best-in-class service delivery.

The conference agenda has been developed with interactivity in mind – opportunities to put your questions to our speakers, preconference “jump-start” workshops, an evening networking reception, and a partner exhibition. All of this adds up to a not-to-be missed opportunity for discussion, learning, and networking.

The event offers a compelling opportunity for you to gain a comprehensive understanding of how solutions from SAP can support your organization’s strategic growth plan. We look forward to welcoming you to Miami.

Sincerely,

Bernhard Fischer Conference Chairman VP Solution Management, Shared Services SAP SE

PRECONFERENCE WORKSHOPSTUESDAY, AUGUST 25, 2015

The workshops run in parallel throughout the morning, with refreshments and lunch included. Please note that you cannot switch between workshops.

For comprehensive details relating to these workshops, please visit: www.tacook.com/SAP-sharedservices.

The following workshops will take place from 8:30 a.m.–12:30 p.m.

Workshop 1: Evolve Your Shared Services into Top-Performing Global Business Services with SAP

This workshop will discuss how smart technologies available from SAP will allow you to transform shared services in the area of finance – from incubation stage to service delivery excellence. If you are new to shared services with SAP or are considering implementation, this is an ideal opportunity for you to receive comprehensive insight into how solutions from SAP can help you evolve and transform your shared service organization.

The improvement potentials inherent to the right service delivery infrastructure go beyond just the lowering of service provision costs: the ultimate aim for organizations is to provide better service to their business. Through a combination of expert presentations, customer case studies, and interactive discussions, this workshop will give you a full understanding of how innovative technology can unlock a range of means to achieve this aim.

• Learn about proven best practices for using SAP infrastructure through SAP’s consolidated observations from shared services practices at over 3,000 client shared services operations

• Get expert advice on how to achieve global standards in shared service delivery fast and in a nondispruptive manner.• See examples of how shared services enabled by SAP technology can unlock the path to top performance in service quality,

cost, and added value Bernhard Fischer, Vice President Solution Management, Shared Services, SAP

Workshop 2: How to Design the SAP Shared Service Framework Software for Shared Service Operations

In this workshop we will share an overview of the conditions required for an implementation of SAP Shared Service Framework software. Based on a typical financial accounting organization, the prerequisites will be explored, and the experience of customers and participants will be used to examine different scenarios.

Existing use cases will help to illustrate the different design and implementation variants of SAP Shared Service Framework. The workshop’s goal is to provide a common understanding of:• The conditions and prerequisites for implementing SAP Shared Service Framework• Design variations• Implementation approachesRobin Bau, Senior Consultant Shared Service Framework, SAPIrfan Bhimani, Practice Engineer, SAP

Workshop 3: Enterprise Optimization: Winning Strategies

During this workshop attendees will discuss and explore winning enterprise optimization strategies. You will learn about an emerging enterprise model, including the creation and positioning of a global business services organization. This interactive session will include takeaway strategies that can be effectively incorporated into your organization’s own transformation efforts.

Key topics will include:• Detailed frameworks and models that will simplify the confusion and conflicts created between functions, end-to-end

processes, and services• Overview of a winning approach to rapid assessment and design that has been successfully executed over 1,200 times• Framework and discussion of the business case required by most organizations in order to approve this enterprise

optimization strategyBrad DeMent, Partner, ScottMadden, Inc.Honorio J. Padrón III, Partner, ScottMadden, Inc.Doug Utley, Partner, ScottMadden, Inc.

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8:30 a.m. Optional jump-start workshops

12:30 p.m. Conference Registration, Lunch, and Time for Networking in Exhibit Area

2:00 p.m. Welcome to Miami Chairman’s Opening Remarks Bernhard Fischer, SAP

2:15 p.m. SAP Keynote SAP Simple Finance: Transforming Finance with Instant Insight

• Our vision for finance transformation• The effects of instant insight• Evolving finance shared service to the next level with the SAP Simple Finance solution• Easing adoption of finance transformation with SAP Simple Finance• What early adopters sayThack Brown, GM, Global Head LoB Finance, SAP

3:00 p.m. Balancing People and Technology During Your Finance Transformation Journey

More than half of multinational companies have established a global business services model for delivering finance services; however, studies show that more transformations fail than succeed. In this session, we will share experiences and lessons learned implementing, re-evaluating, and improving finance shared services and outsourcing models at companies like Verizon and DHL.• Learn about the challenges of getting started in a global environment• Explore the evolution of coordination across multiple stakeholders• Hear about the role of SAP in completing a successful transformationJenn Moline, Director - International Accounting/Finance, Verizon Communications, Inc.Trey Robinson, Partner, ScottMadden, Inc.

3:45 p.m. Afternoon Refreshments and Networking Break in the Exhibit Area

4:15 p.m. Focus on the Customer: The Cintas Shared Service Journey to Elevate the Customer Experience to New Heights

This session will address how Cintas is using technology to provide an enhanced experience for the customer. By streamlining processes and providing a shared platform for customer-facing professionals, supporting customer requests becomes more effective. SAP Shared Service Framework software provides ease of use and positions Cintas for future improvement opportunities. We will discuss key considerations and approaches.• Hear how Cintas is using shared services to promote exceptional customer service • Learn about the critical elements of our end-to-end processes • Follow us in our continuous improvement journey to customer service excellence Michelle Hawkins, Service Manager, Cintas Corporation

AGENDATUESDAY, AUGUST 25, 2015

For comprehensive details relating to this event, please visit www.tacook.com/sap-sharedservices

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AGENDATUESDAY, AUGUST 25, 2015

5:00 p.m. Transforming Accounts Payable at Tate & Lyle with Shared Services in Mind

The optimization of accounts payable (AP) has long been at the forefront of financial transformation, but often the concept of moving to a technology-based shared service environment is not considered. In this session, we will review the financial transformation journey that Tate & Lyle has taken by aligning AP optimization with the SAP Invoice Management application by OpenText and shared services. • Digitization of the AP process for increased control, scalability, and agility• Company-wide centralization of AP activities into a shared services • Global collaboration with full transparency and auditability• A look at the tangible and intangible drivers of business value in the AP process• Lessons learned: how to win and maintain the support of the stakeholdersLisa Parker, Business Relationship Manager, Tate & Lyle, PLCThomas Walker, Sr. Program Manager, COE for Finance, OpenText

5:45 p.m. Comments from the Chairman and Close of Day 1

6:00 p.m. Evening Reception in the Exhibit Area

Before setting out to explore Miami, please make plans to join us for an evening reception in the exhibition area. With a glass of wine and hors d’oeuvres, this will be the perfect way to unwind from an information-packed conference day. The reception will feature beer and wine until 7:00 p.m., leaving plenty of time to experience Miami nightlife.

AGENDAWEDNESDAY, AUGUST 26, 2015

7:30 a.m. Registration, Breakfast, and Time for Networking in Exhibit Area

8:30 a.m. Welcome Back by the Chairman Bernhard Fischer, SAP

8:45 a.m. Thought Leader Keynote Rethinking Global Business Services Strategy

This session will explore what it takes to truly be a world-class global business services (GBS) organization, using select results from the Hackett Group’s latest annual GBS performance study.• Learn what it takes to be world-class, exploring the attributes, benefits, and capabilities of a world-class

organization• Hear Hackett’s perspectives on some of the most salient trends, focusing on value generation, operating

model innovation, and technology adoption• Walk away with a clearer understanding of what a world-class organization looks like, the levers of change that

must be pulled to get there, and ideally a few practices you can consider deploying within your organization.Jim O’Connor, Principal - Global GBS Practice Leader, The Hackett Group

9:30 a.m. Colgate-Palmolive’s Experience Implementing SAP Shared Service Framework for Its Business Services

This session will explain how Colgate has implemented the SAP Shared Service Framework software, leveraging its current end-to-end SAP software landscape. It will also provide insights into how this implementation has helped the company’s business services generate business value and become truly global. Colgate strategy is to fully use technology to help business services accelerate execution, create efficiencies, and lower cost. By fully using the current global SAP landscape and implementing the right enablers for its business services, Colgate is improving business performance with standardized, more efficient processes and advance analytics.• Technology plays a key role in the success of business shared services• Implementation of tools like SAP Shared Service Framework improves efficiency and lowers costs • Automation, self-service, and usability are key to ensuring better business results Omkar Kalgutkar, Manager Strategic Relations, Colgate-Palmolive Company

10:15 a.m. Morning Refreshments and Networking Break in the Exhibit Area

11:00 a.m. The Next Level of Source to Pay

Procurement of the future will Run Simple, be connected, and know tomorrow’s business today. Purchasing will be first to adopt transformative solutions that will make it the value driver of the business. Not only will it remain relevant, procurement will be an essential part of the business that pushes the frontiers of innovation and analytics to provide solutions. In the upcoming years, purchasing will have the first-mover advantage, making volatility our main asset.• In a changing world, why procurement is key to driving business value and staying agile• Lessons learned and keys to success in SAP’s procurement transformation• Global categories – driving global strategies and value (not procurement savings)• Procurement as business partner – providing solutions to the business• Efficiency in the source-to-pay processDr. Marcell Vollmer, Chief Procurement Officer and Senior Vice President Global Procurement Organization, SAP

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11:45 a.m. Implementing Modern Finance in Your Shared Service Organization: A Client Perspective

Management is always looking to obtain enhanced visibility into internal and external performance-oriented data to monitor progress towards strategic objectives and mitigate business, governance and compliance risks. These areas become even more important in a shared service environment. They make it more critical for companies to efficiently close their books and maintain balance sheet integrity. Account reconciliations are often the key control companies rely on to ensure the accuracy of their data however these processes are often manual in nature and exposed to various risks. Join BlackLine and Thomson Reuters to learn how Enhanced Financial Controls and Automation software provides key visibility.• Understand the benefits of a software-as-a-service (SaaS) application for managing the entire financial close• Identify how technology can provide a window into the close for your shared service teams• Hear how a modern finance platform helped Thomson Reuters with its entire financial close process by

integrating, transforming, and enriching all relevant dataBob Abercrombie, Director Corporate Infrastructure and Operations, Thomson ReutersBob Davenport, Director Finance Transformation and Product Expert, Blackline

12:30 p.m. Lunch, Partner Demos, and Time for Networking in Exhibit Area

2:00 p.m. UTC Shared Services: Leveraging SAP Software to Streamline and Safeguard Cash Processing

Learn how United Technologies Corporation (UTC) is leveraging its investment in SAP software to re-engineer cash-related processes for their shared business services (SBS) to provide greater value across the enterprise. UTC SBS provides services to corporations and their business units, including Pratt & Whitney, OTIS, Carrier, Goodrich, and Sikorsky. Discover how SAP-based technologies are helping UTC optimize and standardize its payment processes with greater efficiencies, superior payment security, and timelier reconciliation. • Review the challenges faced by shared service operations• Understand the importance of scalable software technology for business growth and global banking• Gain insight into the UTC continuous flow model of payments through reconciliation• Learn about the significance of integrated technology for real-time funding requirements and cash forecasting• Find out how value stream mapping increases efficiency and reduces costsJennifer Bennett, Manager A/P – Accounting - Controls - T&E, UTC Shared Business ServicesJaime Ryan, Co-Founder & Managing Principal, e5 Solutions Group LLC

2:45 p.m. Finance Transformation: The Journey to Shared Service Centers

Companies need to keep up with the constant market, legislation, and global changes and trends. In this presentation you will hear how several international companies, including NCR, TYCO and Louis Vutton have ignited finance transformations resulting in global shared service centers.• Influencing: corporate and individual mindset to make the transformation journey• Change management: outsource vs insource• Deciding where, what, and who for shared service centersMauro Echeverri, Head of Operations, Finance and Administration, Swarovski

3:30 p.m. Comfort Break

3:45 p.m. Using SAP Simple Finance as the Next-Generation Shared Service Platform

• Today’s limitations based on yesterday’s technology• The value of instant insights for financial shared service centers• Best-run process orchestration in order-to-cash, source-to-pay, and record-to-report processesBernhard Fischer, SAP

4:30 p.m. Chairman’s Remarks and Close of Conference

AGENDAWEDNESDAY, AUGUST 26, 2015

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PLATINUM SPONSOR

ScottMadden

ScottMadden has been a pioneer in corporate and shared services since the practice began decades ago. Our Corporate & Shared Services practice has completed more than 1,100 projects since the early 1990s, including hundreds of large, multiyear implementations. Our clients span a variety of industries from entertainment to energy to high tech. Examples of our projects include business case development, shared service design, and shared service build, support, and implementation.

For more information, please visit www.scottmadden.com

GOLD SPONSORS

BlackLine Financial

The BlackLine Financial Close Suite for SAP Solutions is an SAP-endorsed business solution, delivered in an SaaS/cloud model, that provides accounting and finance teams with visibility and control over their account reconciliations and financial close by replacing manual, error-prone, spreadsheet-based processes with automation. BlackLine Systems also is an SAP gold partner.

For more information, please visit www.blackline.com

e5 Solutions Group

e5 Solutions Group is the recognized leader in solution design, implementation services, and add-on software for SAP ERP Financials and Treasury applications. e5’s software and services span all areas of Financial Shared Services (FSS) and Treasury, including cash management, bank administration, debt and investment, intercompany loans, market and credit risk management, foreign currency exposure management, hedge management, commodities hedge management, in-house banking, electronic payments, and electronic bank statement processing. e5 helps companies to maximize their return on financial investments, reduce risk, streamline critical finance operations, optimize cash management, and improve corporate performance. Founded by the foremost experts in treasury and financial applications from SAP, e5 offers clients an unparalleled depth of knowledge and breadth of project experience that, when combined with the speed, flexibility, and responsiveness only available in a smaller organization that focuses exclusively in this area, delivers a partner experience that drives effective, real-world results for clients. With more than 200 successful implementations, many at Fortune 100 and Fortune 500 companies worldwide, e5 helps clients maximize their SAP investment by delivering comprehensive treasury and banking solutions across all critical financial functions. e5 is an SAP services and software solution partner. For more information, visit: www.e5solutions.com

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GOLD SPONSOR

OpenText

OpenText provides enterprise information management software that helps enable companies of all sizes and industries to manage, secure, and use their information, either in their data center or in the cloud. Over 50,000 companies already use OpenText solutions to maximize the value of their information while minimizing its risks. OpenText is a market leader in enterprise information management (EIM) solutions for use with SAP applications, deploying solutions to more than 4,500 SAP customer sites around the globe – recognized by industry analysts such as Gartner, IDC, and Forrester.

The OpenText Suite for SAP is a complementary portfolio of products that extend the value of SAP Business Suite software from an end-to-end solution standpoint, addressing strategy through to execution and enabling business transformation.

For more information, please visit www.opentext.com

SILVER SPONSORS

Readsoft

Lexmark hardware, software and services drive content and process automation for SAP customers worldwide including some of the world’s largest corporations, SSCs and BPOs. Our SAP-certified financial process automation offering includes pre-packaged, tightly integrated solutions designed to enhance the value of your SAP systems by connecting the right people and processes to the right information when they need it. With Lexmark solutions, you’ll gain near real-time visibility into the status of your organization’s finance and accounting operations across procure to pay, order to cash, and record to report. ReadSoft is now part of Lexmark, offering you a level of financial process automation no other organization can match. Lexmark—recognized as a market leader in process and content management solutions by industry analysts, including Gartner and Forrester—helps thousands of organizations worldwide capture, manage and deliver content through every step of the information lifecycle.

For more information, please visit www.readsoft.com

Runbook

At Runbook, we understand that your company needs better financial decision support and monitoring capabilities in SAP software. We are pioneers in automated software for clear financials in SAP landscapes, and we give the world’s largest corporations the tools they need to create and maintain successful shared service centers. We directly address the two challenges most relevant in a shared service center environment: security and reliability. Our software is embedded in SAP solutions so you never need to download or duplicate your data and information is available the second it’s entered. Runbook also makes task overview transparent and integration between tasks more efficient. We reduce your cost, increase your efficiency, and allow you to make better-informed decisions for your company.

For more information, please visit www.runbook.com

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SILVER SPONSOR

Worksoft

Worksoft is a leading global provider of software for automated business process validation (ABPV) and automated business process discovery (ABPD). Fortune 1000 companies use Worksoft’s top-ranked on-premise and cloud-based solutions to innovate faster, lower technology risk, reduce costs, improve execution quality, and deeply understand their real end-to-end business processes. Blue-chip companies across all industry sectors choose Worksoft to validate Web, cloud, mobile, and dozens of other enterprise applications, including SAP.

For more information, please visit www.worksoft.com

BRONZE SPONSOR

Redwood Software, Inc.

Redwood Software, Inc. is the leader in Enterprise Process Automation. Over 20 years, we’ve helped more than 3,000 customers worldwide including Eli Lilly and Company, Dow Chemical, Toyota, Raytheon, 3M and many others to eliminate the costs, risks and wasted time of manual tasks. Our approach to the financial close is uniquely efficient.

• SAP is a customer of Redwood’s Financial Close Automation (FCA) for SAP.• Redwood’s Financial Close Automation for SAP integrates and automates more than 97% of your

financial close processes - including proactive reconciliation and variance analysis.

For more information, please visit www.redwood.com

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HOW TO REGISTER

This event is organized by T.A. Cook Conferences in cooperation with SAP.The registration fee includes participation in the conference and/or workshop, breakfast and lunch on all days, refreshments, an evening event for conference attendees, and documentation material for download. Please note that costs for accommodation and travel are not included in the registration fee.

To register online for this event, please visit www.tacook.com/ sap-sharedservices

Contact for InquiriesEmily PetersT: +1 919-510-8142F: +1 919-510-8143E: e.peters@tacook.com

Event VenueJ.W. Marriott Hotel1109 Brickell Avenue Miami, FL 33131305-329-3500http://www.marriott.com

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REGISTRATION FORMSAP CONFERENCE FOR FINANCIAL SHARED SERVICESMIAMI, FLAUGUST 25–26, 2015

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Registration and Contact OfficeT.A. Cook Conferences9212 Falls of Neuse Road, Suite 201Raleigh, NC 27615T: +1 919-510-8142F: +1 919-510-8143E: registration@tacook.com

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Terms and Conditions of RegistrationCancellations must be made in writing at least two weeks before the beginning of the event. In this case we will charge a processing fee of $250. Cancellations received less than two weeks before the event will be liable for the full registration fee. This also applies to registrants who do not attend the event. If a participant cannot attend for whatever reason, it is of course possible to nominate a substitution. Substitutions must be received in writing, must be addressed to the registration office, and must include the names of both the original and the substitute registrants. Participation in an event is only possible if payment has already been received, or if it is submitted at the event via cash, credit card or company check. Please note that non-attendance for any reason is subject to the cancellation terms laid out in point above.

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