October 26 - 28, 2016
The Marker San Francisco, San Francisco, CA

Pre-Conference Workshops

08:30 - 09:15 Registration

09:15 - 11:45 WORKSHOP A: Shared Services 101: How to Design, Build, and Implement Shared Services

How do you ensure that your new shared services operation is successfully established and able to
provide value immediately back to the business? Join us for this interactive session where we follow
a company through its journey of setting up a new shared services organization.
This workshop focuses on the essential activities to plan and launch a new shared services operation;
including setting the strategy, defining the opportunity, and setting up work streams to ensure
all implementation resources are used most efficiently and effectively. During this session you will learn:
·· Strategic considerations for designing shared services
·· Characteristics of a leading service delivery model
·· The most important activities required for successful implementation
·· Common implementation mistakes and how to avoid them


11:45 - 14:00 Landing the Airplane: How to Make the Transition from Planning to Operations

Jerry Yerardi - Associate CIO, Campus Shared Services IT University of California, Berkeley

The transition from the idea of shared services to actually opening your doors is not unlike landing a plane. From this workshop, learn:
-The distinction between Planning and Operations and how they work in coordination
-Common issues at launch
-How to plan out success
-Why and how it's all about the people
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Jerry Yerardi

Associate CIO, Campus Shared Services IT
University of California, Berkeley

14:00 - 16:30 UNDERSTAND THE CRITICAL COMPONENTS TO EFFECTIVE CHANGE MANAGEMENT

Regardless of where your organization may be on the maturity spectrum of shared services, change is a
constant, and the ability to manage change as part of your day-to-day operations is crucial to ensure the cultural
transformation needed for execution and growth. During this workshop we demystify change
management and employee engagement techniques by exploring the practical applications, tools and latest practices. Attend this workshop to:
·· Enable on-going change for sustainable support and business results
·· Manage cultural changes while keeping employees engaged/motivated
·· Master ongoing communication that is relevant