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November 28 - 30, 2018
Sheraton Charlotte, Charlotte, NC

Main Day 1, Thursday, November 29, 2018

7:45 am - 8:15 am Registration & Networking Breakfast

8:15 am - 8:30 am Chairperson’s Welcome & Opening Remarks

8:30 am - 9:15 am KEYNOTE SESSION: EMBRACING CHANGE AND FUELING EMPLOYEE ENGAGEMENT TO DRIVE SUPERIOR BUSINESS RESULTS

9:15 am - 10:00 am CRAFTING A SHARED SERVICES IDENTITY

Pam Gabel - Executive Director, Shared Services Center University of Michigan
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Pam Gabel

Executive Director, Shared Services Center
University of Michigan

10:00 am - 10:45 am INNOVATION ZONE AND REFRESHMENT BREAK

10:45 am - 11:30 am PANEL DISCUSSION: WHAT’S THE BEST SHARED SERVICES MODEL FOR YOU? A COMPARATIVE ANALYSIS OF THE VARIOUS SHARED SERVICES MODELS

Lee Smith - Associate Vice President, Performance Improvements & Business Analytics University of Louisville
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Lee Smith

Associate Vice President, Performance Improvements & Business Analytics
University of Louisville

11:30 am - 1:00 pm INTERACTIVE DISCUSSION GROUP (IDGS) – YOU PICK 2

11:30 am - 1:00 pm SLAS: EVALUATING THE GOOD, THE BAD, AND THE UGLY

11:30 am - 1:00 pm NAVIGATING LEADERSHIP CHANGES: HOW DO YOU EFFECTIVELY COMMUNICATE SHARED SERVICES ROI TO NEW MANAGEMENT

Kimberly Maune - Assistant Dean for Research Administration, Rollins School of Public Health & Sr. Director, School of Nursing Emory University
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Kimberly Maune

Assistant Dean for Research Administration, Rollins School of Public Health & Sr. Director, School of Nursing
Emory University

11:30 am - 1:00 pm STRATEGIES TO HANDLE CHANGE MANAGEMENT MISHAP

Stephanie Avallone - Director, Services & Quality Management Yale University
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Stephanie Avallone

Director, Services & Quality Management
Yale University

11:30 am - 1:00 pm SHARED SERVICES OPTIMIZATION: PERSONALIZATION VS. STANDARDIZATION

Whitney Pugh - Executive Director of Budget & Planning Utah State University
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Whitney Pugh

Executive Director of Budget & Planning
Utah State University

1:00 pm - 2:00 pm FIND YOUR FLOCK NETWORKING LUNCH & LEARN

2:00 pm - 2:45 pm CASE STUDY: HOW DUQUESNE UNIVERSITY SUCCESSFULLY IMPLEMENT A LIFT & SHIFT SHARED SERVICES MODEL

Chase Loper - Director Shared Services Duquesne University
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Chase Loper

Director Shared Services
Duquesne University

2:45 pm - 3:30 pm THE SECRET SAUCE FOR SUCCESSFUL SHARED SERVICE UNITS

Dr. Stephanie Brown - V.P. Enrollment & Student Services Nova Southeastern University
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Dr. Stephanie Brown

V.P. Enrollment & Student Services
Nova Southeastern University

TRACK A: PLANNING & LAUNCHING YOUR SSO New to shared services? Then this track is for you. Find out how others before you have successfully planned and launched a new shared services initiative

3:30 pm - 4:15 pm Establish a Compelling Vision for Your Shared Services Success
Lee Smith - Associate Vice President, Performance Improvements & Business Analytics University of Louisville
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Lee Smith

Associate Vice President, Performance Improvements & Business Analytics
University of Louisville

TRACK A: PLANNING & LAUNCHING YOUR SSO New to shared services? Then this track is for you. Find out how others before you have successfully planned and launched a new shared services initiative

3:30 pm - 4:15 pm Making it Happen: Managing Your “Go-Live” Checklist and Implementing your New SSO
Pat Kuester, MPA - Director, Education, Social & Biobehavioral (ESB) Shared Service Center University of Kansas
Karla Williams - Director, College and Professional Schools Shared Service Center University of Kansas
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Pat Kuester, MPA

Director, Education, Social & Biobehavioral (ESB) Shared Service Center
University of Kansas

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Karla Williams

Director, College and Professional Schools Shared Service Center
University of Kansas

TRACK B: EVOLVING/MATURING You have successfully implemented a shared services organization and are wondering what next? How can you take your shared services to next level and what does that look like?

3:30 pm - 4:15 pm Leveraging KPIs and SLAs to Drive Business Growth and Operational Excellence
Stephanie Avallone - Director, Services & Quality Management Yale University
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Stephanie Avallone

Director, Services & Quality Management
Yale University

TRACK B: EVOLVING/MATURING You have successfully implemented a shared services organization and are wondering what next? How can you take your shared services to next level and what does that look like?

3:30 pm - 4:15 pm Finding The Right Talent to Meet the Needs of Your Evolving/Maturing SSO

4:15 pm - 4:45 pm Afternoon Refreshment Break

3:30 pm - 4:30 pm END OF DAY 1—NETWORKING COCKTAIL RECEPTION