Finance and Accounting Shared Services Conference

Transcription

1 Save US$200 IF YOU REGISTER BEFORE 20 DECEMBER 2006 杰出财务服务共享高峰论坛 Finance and Accounting Shared Services Conference 6 8 February, 2007 Intercontinental Hotel Shanghai, China 浦东锦江汤臣洲际大酒店 HIGHLIGHTS OF THE CONFERENCE Best practices in Finance Shared Services from infancy to maturity Selecting the best location for your regional shared service centre Achieve efficiency by centralizing treasury functions Optimizing your ROI in building an excellent finance & accounting (F&A) shared services centre How to create innovation in your F&A shared service centre Streamlining and consolidating process of F&A Utilizing metrics and measurements to reduce operation costs 会议核心内容分析金融共享服务业初期至成熟期的经典案例如何为公司的地区共享服务中心选择最佳的地点集中财政职能, 提高公司效益通过最优化公司的 ROI 系统来建立完美的金融共享服务中心如何建立创新型的金融共享服务中心机制精炼和压缩公司财政流通过程采用各种测量方法降低运行成本 LEARN FROM THESE INDUSTRY EXPERTS FROM ASIA PACIFIC CHINA Kern Lim, Chief Financial Officer, Asimco Technologies Dick Lam, Financial Controller, Electrical Components International Uwe Berner, Chief Financial Officer, Epcos Ronnie Ede,Chief Financial Officer, JDSU Hong Kong Cheung Hon Wan, Corporate Adjunct Professor, MBA Course, University of Shanghai AUSTRALIA Thomas Begeng, General Manager Asia Pacific Shared Services, UNISYS Australia SINGAPORE Gerry Clark, Head of South East Asia, TPI Singapore Anuj Kochar, Service Delivery Leader, Reuters MALAYSIA Poh Chee Lee, Global Finance Service AP Manager, Agilent Technologies Malaysia USA Julio Ramirez, Practice Leader Globalization, The Hackett Group USA Do not miss the 2 Masterclass training courses on: Masterclass A Offshoring and Outsourcing your Finance & Accounting Shared Services Conducted By: Gerry Clark, Head of South East Asia, TPI Singapore Masterclass B Performance Metric & Benchmarking how do metrics help in risk hedging Conducted By: Julio Ramirez, Practice Leader Globalization, The Hackett Group USA Organized by: Supporting Publications: Registration Hotline: +86 (21)

2 杰出财务服务共享高峰论坛 Finance & Accounting Shared Services Conference 6 8 February, 2007 Intercontinental Hotel Shanghai, China PRE-CONFERENCE MASTERCLASS TUESDAY, 6 FEBRUARY, Masterclass Registration & Coffee Masterclass A Offshoring and Outsourcing your Finance & Accounting Shared Services What does finance process outsourcing (FPO) offer you: radical transformation, growth through business outsourcing, increased innovation? Why choose offshoring & outsourcing? How to mitigate the risks? Framework for conducting assessments and the steps to justify outsourcing Hedging strategies: exit points and related strategies How to build a strong flexible contract with your outsourcer, onshore or offshore Compare and contrast different offshore locations in the Asia region Gerry Clark, Head of South East Asia, TPI Singapore Gerry CLARK is the Regional Head for TPI for South East Asia. He has worked in Asia Pacific for over 10 years with a good understanding of business practices and challenges across the diverse IT markets across the region. He is experienced in both selling and delivering large Outsourcing Contracts from a Service Provider perspective and is now turning this experience into helping Customers better understand their Outsourcing Options as well as getting the best services from their Service Providers. Gerry s role at TPI is to give unbiased, independent advise to clients to help them better understand their Sourcing Options to determine a Best Sourcing Strategy whether this be Full Outsourcing, Partial, Discrete Outsourcing or In Sourcing and the creation of Shared Service Centres. Before joining TPI Gerry was the regional CEO for Capgemini s Outsourcing business for Asia Pacific. He was 1230~1400 Luncheon also a Board Member of a Joint Venture Company delivering offshore BPO services in China. During this period Gerry was also responsible for establishing and growing large Offshore Delivery Centres in both India and China Masterclass B Performance Metric & Benchmarking: How do Metrics help in Risk Hedging? Effectively measure your shared service centre performance How do we define and identify best practices Current state analysis: a snap-shot of the organizational processes. How to manage and improve your shared service centre Linking measurement system, cost drivers & process improvement Hedging strategies: exit points & related strategies Case studies Julio Ramirez, Practice Leader Globalization, The Hackett Group USA Mr. Ramirez is a Managing Director and the Practice Leader of the Hackett Group s Globalization & Outsourcing advisory practice. Prior to rejoining The Hackett Group, Mr. Ramirez was Senior Vice President of Acclaris, a global BPO firm with offices in the US and India, responsible for their Global 2000 Finance and Accounting and Human Resources process outsourcing business. Mr. Ramirez has over 24 years of experience working with C level executives of numerous Fortune 500 companies in the transformation of the Finance, HR and Procurement functions to achieve world class performance. He has significant experience in all aspects of designing and implementing Shared Services serving multinational organizations throughout North America, Europe, Asia Pacific and Latin America. REGISTER TODAY! Tel +86 (21) Fax back to +86 (21) joyce.gu@ibcchina.com.cn

3 STRATEGIES FOR A SCALABLE AND PROFITABL MAIN CONFERENCE Day 1 Wednesday, 7 February, Registration & coffee 0900 Welcome from the Organizer 0905 Chairman s Introduction 0915 Top Trends and Issues important to Finance Shared Service Center (FSSC) Review of FSSC situation in China Why make shared services at the core of your finance and business strategy Business case fundamentals Due diligence in setting up FSSC Aligning corporate resource to organizational strategy Treat the financial shared services center as a business Crystal Zhang, China Shared Services Manager, Bluescope Steel China 1000 Best Practices in Building a Dynamic Financial Service Model in your Organization: From Infancy to Maturity Creating a strategic vision in your organization Developing a culture that supports continuous improvement, costs reduction and customer service Instituting people development activities to maximize performance while maintaining employee satisfaction Poh Chee Lee, Global Finance Service AP Manager, Agilent Technologies Malaysia 1045 Morning Tea and Networking Break 1115 Utilizing Measurement to Drive Continuous Improvement within FSSC Ensuring that your shared services organization is and remains an important contributor to the corporation Best practices for the balanced scorecard Develop and track key performance metrics to ensure ongoing success Benchmarking to optimize your shared service operations How leading companies use measurement to drive their performance improvement initiatives Julio Ramirez, Practice Leader Globalization, The Hackett Group USA 1200 Getting Top Management Buy-In for your Finance and Accounting Shared Service Initiatives Chief reasons for failed shared services initiatives include a lack of vision, strategy, and planning upfront, a lack of organization-wide "buy-in" during the initial stages, a lack of leadership, and a lack of understanding of the cultural implications within China. Lots of company realizes the failure reasons and why there are still many of those facing the communication problems in their organization? Learn from the speaker in this session how you could practically get the support from top management to regard your shared service centre as an important function in the organization instead of just a department. Ongoing dialogue with internal customers to better understand their needs and expectations Getting top management to see shared services as a strategic partner Re-define the role of financial shared services Selling the concept to top management and getting global management to set a clear direction Ronnie Ede, Chief Financial Officer, JDSU Hong Kong 1245 Luncheon 1400 Outsourcing/ Offshoring your Finance and Accounting Function Is this the Right Solution for your Business? A framework for conducting assessments: how to analyze the business functions that can be outsourced The importance of understanding your baseline: knowing your current processes, costs, performance and potential Compare and contrast different offshore locations in the Asia region Identifying internal improvement options to compare to outsource value creation options Avoid costly mistakes in your outsourcing arrangements with case studies Gerry Clark, Head of South East Asia, TPI Singapore 1500 Identifying Cost and Resource Requirements for Strategic Fees Allocation in your FSSC Analyzing the priorities of different plans and areas where you can save cost Continuous cost saving through good long term planning How to avoid the weakness of overlooking the analysis Examining your FSSC process problems and ongoing challenges Anuj Kochar, Service Delivery Leader, Reuters 1545 Afternoon Tea and Networking Break 1615 Defining World Class Finance Shared Service Center Deciding which processes, entities and geographies should be benchmarked and against what? Clear and effective governance structure for a better shared service implementation Reducing costs while improving efficiency What are the pitfalls to avoid in building your case for change? Conquering the challenges of deploying your FSSC in different cultural environment Kern Lim, Chief Financial Officer, Asimco Technologies 1700 Panel Discussion: Delivering an Excellent Finance and Accounting Shared Services What's Right For You? Ability to manage change Commitment what it really takes (people, process, technology) Talent management Risk management Discussion involving speakers and delegates 1730 Closing Remarks from the Chairman and end of Day 1 REGISTER TODAY! Tel +86 (21) Fax back to +86 (21) joyce.gu@ibcchina.com.cn

4 E FINANCE & ACCOUNTING SHARED SERVICE MAIN CONFERENCE Day 2 Thursday, 8 February, Registration & coffee 0855 Opening Address from The Chairman 0900 Spotting the Danger Signs of a Struggling FSSC and its Solutions Given that there have been a number of failed shared service centres, this session looks specifically at how you can be vigilant to avoid failure in your FSSC. How to spot the pitfalls of FSSC implementation early enough to avoid problems and critical factors to be identified include: What makes a failed FSSC? What visible signs are there to look for? What are the main causes and effects? How to find the right solutions to your FSSC? Thomas Begeng, General Manager - Asia Pacific Shared Services, UNISYS Australia 0945 Sound Risk Hedging Method in your FSSC - Understanding Compliance and Local Regulations Expand your understanding of local regulations by tackling compliance in China What has been the impact of IFRS and how have companies responded? Identifying specific compliance challenges in the SOX area Localizing your FSSC in the Chinese economic environment Supporting shared services with reasonable business taxation management Kern Lim, Chief Financial Officer, Asimco Technologies 1030 Afternoon tea and networking break 1100 The Root of the Problem: Process Re-engineering is the Key in your Cost Saving Strategy Many companies do not meet saving targets because they fail to reengineer their processes as part of the move to adopting a shared service center model. The majority of those who have succeeded have made a concrete effort to improve their operations by adopting best-practices beforehand or subsequent to moving into a shared services environment. According to a joint Mckinsey/ JPMorgan study on the cost reduction potential from a shared service environment, reengineering plays a pivotal role in the success or failure of a shared service center. [Quote from JPMorgan- Moving Towards Global Shared Service Centers Report] Best practices policies and processes that include eliminating steps and bottlenecks, simplifying processes, reducing exception and prioritizing processing. Standardizing processes to reduce overlaps and develop consistent processes Improving systems for centralizing processes Secret recipe to achieve cost saving also increasing efficiency Cheung Hon Wan, Former General Manager, Finance, Eastern Region, K Wah Construction Materials (China) Co. Ltd 1200 Luncheon 1330 Turning your Finance Function into a Profitable Business Driver Incorporating high value activity inside your FSSO Effective control of cash flow and cash management Strengthening the credit control management and risk management Accounts payable management through FSSC Create dynamic growth in financial shared service Uwe Berner, Chief Financial Officer, Epcos 1430 Running your FSSC as a "User-Centric Business": Quick Win Strategy Offers a menu of choices Deliver what the customer wants and needs Strategies for overcoming resistance, change management, communications How can process improvement methodologies (e.g. Six Sigma, LEAN, Activity-based management) drive performance improvement? Successful case studies Dick Lam, Financial Controller, Electrical Components International 1530 Staffing, Building and Retaining a Successful Shared Service Team Significant communication with employees to engage them in the process of shared service Customer service orientation and restructuring to achieve process efficiency within the group Aligning reporting relationship, incentives and processes within overall corporate profitability and growth strategies How to build a high performing work team and retain them Speaker to be advised 1630 Closing Remarks from the Chairman and end of conference REGISTER TODAY! Tel +86 (21) Fax back to +86 (21) joyce.gu@ibcchina.com.cn

5 杰出财务服务共享高峰论坛 Finance & Accounting Shared Services Conference 6 8 February, 2007 Intercontinental Hotel Shanghai, China MARKETING OPPORTUNITY Raise your profile at Finance and Accounting Shared Services Conference! Tailor-made sponsorship opportunities are available for enhancing your corporate profile in the shared service industry. For further information on branding, exhibition or advertising opportunities via our event campaign, contact Ms. Lily Wang, Tel: , ext lily.wang@ibcchina.com.cn WHO SHOULD ATTEND CFOs, President, VPs, Directors, General Managers, Managers, Heads, Officers and Specialists of the following functions: Shared Services, Finance & Accounting, Treasury & Budget, Account Payables/Receivable From the following industries: FMCG Mining Media Food & beverage Oil & Gas Energy Banking & Finance Textiles Chemical & Power & Electricity Petrochemical Telecommunications Insurance Automotive Pharmaceutical & Biochemistry, Healthcare Aviation Electronics IT Retail CEO & Business Development Directors, Marketing Directors & Managers of Consultancies Vendors of ERP and other IT software Associations (services) 目标听众首席财政官, 总裁, 副总裁, 财务主任, 总经理, 经理, 高级阶层, 政府官员和以下领域的专家 : 共享服务业, 金融会计领域, 财政预算领域, 财政收支领域来自以下领域 : 快速消费品 / 燃油, 天然气领域 / 化工石化业 / 煤矿业 / 能源 / 水力发电 / 汽车业 / 航空业 / 电子 / 传媒 / 银行和金融 / 保险 / 饮食服务 / 纺织品 / 通讯 / 药物, 生化和保健公司 / 电讯 / 零售企业咨询行业 /ERP 和电子软件投资 / 服务业协会 Call Joyce Gu today to reserve your place at this event: Tel +86 (21) or joyce.gu@ibcchina.com.cn

6 PRINTED MATTER 杰出财务服务共享高峰论坛 Finance & Accounting Shared Services Conference Reg No N GROUP BONUS 3rd and subsequent delegates from the same company and billing address are entitled to 25% discount off the registration fees. This label contains your priority booking code. To expedite registration, please do not remove label. If you have already received a copy of this brochure, we apologise. For reasons of confidentiality, your full particulars were not available to IBC Asia (S) Pte Ltd for deduplication prior to mail drop. 1st Delegate/ 第一名代表 RESERVE YOUR PLACE TODAY! 今天就预订您的位子吧! 请 Yes! I/We will attend the Excellent Finance and Accounting Shared Services Conference/ 杰出财务服务共享高峰论坛 6-8 February, 2007, Intercontinental Hotel, Shanghai 2nd Delegate/ 第二名代表 Name/ 姓名 : Name/ 姓名 : Mobile/ 手提电话 : Mobile/ 手提电话 : / 电邮地址 : / 电邮地址 : Job Title/ 职位 : Job Title/ 职位 : Department/ 部门 : Department/ 部门 : Company/ 公司 : Address/ 通讯地址 : Post Code/ 邮编 : Country/ 国家 : Tel/ 电话 : Fax/ 传真 : Name & Title of Approving Manager/ 批准与会的上级的姓名与职位 : Main Business Activity/ 公司主要业务 : Please tick 请请在合适项目打勾 : 请 I enclose my Cheque/Draft payable to IBC Conferences And Event Management Services (Shanghai) Co. Ltd/ 随表附上收款人为艾毕思会务服务 ( 上海 ) 有限公司的支票一张请 I am paying by bank transfer (copy attached)/ 我通过银行转帐付款 ( 请见付款凭据复印件 ) 请 Payment by Credit Card/ 我通过信用卡付款请 Amex 请 Visa 请 Mastercard Card Holder/ 持卡人姓名 : Signature/ 签名 : Card Number/ 信用卡号 : Expiry Date/ 持卡人姓名 : (Please provide photocopy of front & back of your Credit Card) I cannot attend this event but/ 我不能参加此次会议请 Please put me on your mailing list/ 请寄给我此次会议的相关讯息请 I would like to purchase the conference USD532/CNY 4,253/ 我希望购买此次会议的大会资料 ( 每套 USD532/CNY 4,253) JOYCE Fee per Delegate 2 Day Conference Only Conference + Workshop A&B * All fees are inclusive of a 5.5% Sales Tax. Fee includes luncheons, refreshments and complete set of documentation. It does not include the cost of accommodation and travel. CANCELLATIONS / SUBSTITUTION Early Bird Rate Register & pay before 20 December 2006 USD 1,395 / CNY 11,160 USD 1,995 / CNY 15,960 Special Discount Rate Register & pay before 8 January 2007 USD 1,495 / CNY 11,960 USD 2,095 / CNY 16,760 Normal Rate Register & pay after 8 January 2007 USD 1,595 / CNY 12,760 USD 2,195 / CNY 17,560 Cancellations received in writing 10 working days before the event will be entitled to a full refund less 10% administration fee. Thereafter, cancellations are not refundable. Participants may be substituted at any time. REGISTER NOW! Fax back to +86 (21) Please photocopy for additional delegates HOTEL INFORMATION Intercontinental Pudong Shanghai 777 Zhang Yang Road Pudong Shanghai China TEL: +86 (21) FAX: +86 (21) CONTACT PERSON: David Chen david_chen@interconti.com 5 WAYS TO REGISTER China Mail the attached registration form with your cheque to IBC Conferences And Event Management Services (Shanghai) Co.,Ltd 1168 Nan Jing Road West, Suites , 34/F CITIC Square, Shanghai , PRC TEL : +86 (21) FAX : +86 (21) joyce.gu@ibcchina.com.cn WEB: Singapore Mail the attached registration form with your cheque to IBC Asia (S) Pte Ltd, No. 1 Grange Road, #08-02, Orchard Building, Singapore CUSTOMER SERVICE TELEPHONE: (65) / (65) FAX: (65) (65) register@ibcasia.com.sg PAYMENT Payments by RMB Account Name: 艾毕思会务服务 ( 上海 ) 有限公司 IBC CONFERENCES AND EVENT MANAGEMENT SERVICES (SHANGHAI) CO., LTD. Account No Beneficiary Bank: The Hongkong and Shanghai Banking Corporation Limited Shanghai Branch Bank Address: No Lujiazui Ring Road, Pudong, Shanghai P. R. China Payments by US$ Payment by telegraphic transfer in US$ must be made to: IBC CONFERENCES AND EVENT MANAGEMENT SERVICES (SHANGHAI) CO., LTD. A/C No: Beneficiary Bank: The Hongkong and Shanghai Banking Corporation Limited Shanghai Branch Bank Address: No Lujiazui Ring Road, Pudong, Shanghai P. R. China Swift Code: HSBCCNSH IMPORTANT NOTE: Please quote the name of the delegate and event title on the advice when remitting payment. Bank charges are to be deducted from participating organisations own accounts. Attendance will only be permitted upon receipt of full payment. Participants wishing to register at the door are responsible to ensure all details are as published. IBC Conferences and Events Management (Shanghai) Co., Ltd. will not be responsible for any event re-scheduled or cancelled. DATA PROTECTION The personal information shown on this brochure, and / or provided by you, will be held on a database and may be shared with companies in the Informa Group in the UK and internationally. Sometimes your details may be obtained from, or made available to, external companies for marketing purposes. If you do not wish your details to be used for marketing purposes, please write to our Database Manager, IBC Asia (S) Pte Ltd.