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                            The founders of the Annual Shared Services
                            & Outsourcing Week in Asia bring you the only
                            event specifically catered for Shared Services &
                            BPO practitioners in the Philippines.




                                                                                                            0! em
                                                                                                              r



                                                                                                                   be
                                                                                                                     r
Expanding and transforming
Shared Services & BPO
                                       in the Philippines
Driving growth through effective workforce management,
successful scope expansion and value-added services delivery
10 - 12 November 2010 • Pan Pacific Hotel, Manila



Presenting 20+ of the regions foremost SSO thought leaders, including 5 from
the top SSOs in the Philippines - unlock essential knowledge and best practice:

          Noel P. Paraso,                                        Kristina Beckendorf,
          VP Service Center Network and                          Managing Director
          Manila Center Finance Lead




          Yazdi Bagli,                                           Linda Castro,
          Associate Director, Payments and                       Head of Shared Services
          Banking Services




Call: +65 6722 9388 Email: enquiry@iqpc.com.sg Fax: +65 6720 3804

www.sharedservicesphilippines.com
Sponsored by                                                            Endorsed by        Marketing Partner
Expanding and transforming                                                                       Is your Shared Service
                                                                                                     Centre looking to
                                                                                                     achieve any of the
    Shared Services & BPO                                                                            following in 2011?
                                                                                                     •   Boosting the strategic value
                                  in the Philippines                                                     of services by pushing beyond
                                                                                                         transactional process delivery?
                                                                                                     •   Broadening the geographic
    Driving growth through effective workforce management,                                               scope of your customer-base?
    successful scope expansion and value-added services delivery                                     •   Finding innovative workforce
                                                                                                         initiatives to keep attrition
    10 - 12 November 2010 • Pan Pacific Hotel, Manila                                                    rates healthy and attract top
                                                                                                         talent?
     100% case studies, 20+ Speakers, 2 day focused conference,                                      Then this event is a must
     Full day workshops, THE ONLY event to specifically cater for                                    attend for you!
     Shared Services and BPO practitioners in the Philippines

        Dear Executive,
                                                                                                                    www.ssonetwork.com/
                                                                                                                    linkedin/apac
        As a Shared Services and BPO practitioner
                                                   operating a delivery centre in the
        Philippines, you are no stranger to working
                                                     in a fast-paced and competitive labour
        market. But with the need to focus on geog
                                                      raphic & functional expansion, effective                      www.ssonetwork.com/
        people management and value-added servi                                                                     facebook
                                                    ces, how is your Shared Services Centre
        (SSC) shaping up to stay ahead of the curv
                                                  e yet keep generating further cost-
        savings and business value?

       Knowing exactly the right people to ask for                                                                  www.twitter.com/
                                                     first-hand advice on propelling service                        ssonetwork
       delivery growth, Shared Service and Outs
                                                  ourcing Network (SSON) will enable you
       discover the secrets of best practice from                                           to
                                                  18+ World Class SSCs. Led by
       practitioners for practitioners, this is the
                                                     only event to specifically cater for
       Shared Services and BPO practitioners in                                                          About SSON
                                                 the Philippines, tackling your core
       challenges from an end-user perspective.
                                                  Learn how others are pushing the
       boundaries to get to the next level of their
                                                    SSOs, and advancing growth by climbing
       up the value chain.

        Join us and get armed with field-tested strat                                                    SSON provides research, training and
        • Align
                                                       egies to:                                         networking for over 4,500 shared
                  with your wider business goals: Understa
          legislative environment in the Philippines              nd and capitalize on tax and           services executive members from over
       • Deploy
                                                      with the latest Government updates                 50 countries around the world.
                    innovative recruitment tactics to ensu                                               Whether you need resources to write a
          effective workforce in a competitive mark            re a skilled, competent and
                                                      et                                                 report, facts to benchmark performance
       • Attract,
                     engage and retain employees through                                                 against or simply want to meet some of
          development, and motivational tactics                  tailored training and
                                                                                                         your peers at the same stage of
       • Increase                                                                                        development, we can support you. Sign
                     the strategic value of your services and push
      • Build a                                                      beyond transactional activity       up today, for $149.99 and receive
                   practical roadmap for functional & geog
      • Develop                                                 raphic expansion                         benefits that will help you take your
                     robust customer engagement model
         services                                               to enhance the quality of your           implementation to the next level.
      • Adopt                                                                                            Website: www.ssonetwork.com
                  world-class process efficiency measurement
                                                                 through effective benchmarking          Email: info@ssonetwork.com
                                                                                                         Phone + 44 (0) 20 7368 9300
      Only here will you meet the local pioneers
                                                    and leaders demonstrating how you can
      drive further development in your SSC in
                                                   the Philippines.
      I look forward to welcoming you in Nove                                                            Not been to an SSON
                                             mber,
                                                                                                         event before? Here’s
                                                                                                         some feedback from last
                                                                                                         year’s annual Shared
                                                                                                         Services Week in Asia:
              Sarah Ye
              Shared Services and Outsourcing Netw
                                                  ork                                                    “This is the best shared
              IQPC                                                                                       services seminar I have
                                                                                                         attended so far”
       “It’s an excellent platform to gain knowledge about SSC irrespective of the                       - General Manager, Corporate
     experience. It’s a one stop solution to move further in SSC in your organisation”                   HR Sony Electronics Asia Pacific
            - Senior Director Shared Business Services Finance Asia, Philips Electronics




2    Web: www.sharedservicesphilippines.com                                                                 Call: +65 6722
Pre Conference Bootcamp
  Wednesday 10 November 2010
  The bootcamp is designed for organizations that are assessing the business case and value of Shared Services, or are
  in the planning and launching phase of establishing a new SSC.


  9.00    Registration                                                         13.30 – 16.00
                                                                                       Part C: Designing the right SSC model in line with
  10.00 – 11:00                                                                        your organizational business objectives &
          Part A: Shared Services set-up A-Z checklist                                 conducting smooth migration to deliver
          •   Establishing the business case                                           excellence from “go live”.
          •   Evaluating and choosing the right location                               It is easier to create a shared service organization with great
          •   Engaging stakeholders early to gain buy-in                               processes and most advanced technology but if your SSC is not
          •   Process improvements and implications for Service Level                  effectiveness enough to meet and compliment the strategic business
              Agreements (SLAs)                                                        objectives, you are unlikely to succeed. It is, therefore, imperative
          •   Deploying proper KPIs                                                    that there is a greater demand to understand wants and needs of
                                                                                       the business and then balance the same with effective service
  11.30 – 12.30                                                                        design. Then, there is always that great debate “fix & shift” or “shift
          Part B: Building a Shared Services roadmap for                               & fix”? While there is no right or wrong answer, there is need to
          smooth implementation                                                        review both paradigm to ensure there is smooth migration to
          •   Ensuring transparency and communication from the start                   achieve “vertical start-up” and to deliver excellence from “go-live”
                                                                                       • How to ensure business focus at the heart of the SSC Model :
          •   Understanding what you want and why
          •   Utilising time frames to ensuring realistic expectations                     Balanced Scorecard approach
                                                                                       • Reviewing the criteria to decide approach to address “shift or fix”
          •   Highlighting the benefits that can be achieved and designing a
                                                                                       • Implementing Lean Sigma Approach
              plan to deliver them
                                                                                       • Risk Management: FMEA
          •   Communicating the vision to your clients to customers and SSC
                                                                                       • Challenges and bottleneck
              employees
                                                                                       • Continuous Improvement Cycle

          Led by:
          Chen Theng Aik                                                               Led by:
          Head, Finance & HR Services                                                  Ratan Kumar Kesh
          DHL Asia Pacific & EEMEA (Malaysia)                                          Sr. Vice President and Head – Service Quality & Quality Initiatives
                                                                                       Group
          Current Position:                                                            HDFC Bank Ltd., (India)
          Head, Finance & HR Services – Asia Pacific, East Europe, Middle
          East and Africa                                                              Ratan’s job entails framing and executing Quality Strategy for the
          DHL. Responsible for the 2 Shared Services Locations (Malaysia &             bank. He leads a team of around 75 Lean Sigma MBBs and BBs
          Mauritius) covering 2 service lines (towers) of Finance Operations           delivering business excellence and service quality improvement to
          and HR Operations. He has grew the Malaysia SSC from a pilot of              enable the bank in providing a wide range of financial products and
          less than 40 FTEs to over 500 FTEs today covering countries from             services to its over 15 million customers in a cost effective manner.
          Asia Pacific, EEMEA and also Europe. Mr. Chen held various senior            As part of this role, he works closely with business heads to identify
          finance positions including more than 10 years as Finance Director           and move non-core business processes to shared services set up.
          & CFO in large global multinational companies such as BP, Leo                Ratan has more than 16 years of experience in India and overseas in
          Burnett, Linde and DHL before moving to current role 5 years ago.            areas of Engineering Design & Projects, Six Sigma, Lean, Lean-
                                                                                       Sigma, Balanced Scorecard, Malcom Balridge, EFQM Models, CRM &
  12.30   Networking lunch                                                             ERP Implementation, Service Quality and Quality Projects in
                                                                                       Manufacturing, Logistics, Insurance and Banking.

                                                                               16.00   End of the day




  Day One Main Conference
  Thursday 11 November 2010

  8.15    Registration                                                            MARKET UPDATE & LEGISLATIVE ENVIRONMENT
  8.45    Opening Remarks from the Chair                                       9.00    Leveraging Government incentive programs to
                                                                                       propel your Philippines-based operations
          Yazdi Bagli                                                                  •   Capitalizing on Government incentive programs and tax
          Associate Director, Payments and Banking Services
                                                                                           regulations
          Procter & Gamble Asia                                                        •   Understanding how they apply to your business operation and
                                                                                           maximizing the impact




9388          Email: enquiry@iqpc.com.sg                                                        Fax: +65 6720 3804                                           3
•   Combating the Philippines talent war and meeting the                 12.10   Increasing employee engagement and retention
                increasing demand for the talent in the Shared Services sector               through effective training, development and
            •   Planning for the future – What does the current Government                   motivation
                agenda look like?                                                            Fierce competitions in the SSC/BPO industry in the Philippines and
            Kim S. Jacinto-Henares                                                           fast-scale expansion have pushed leaders to re-engineer their
                                                                                             employee retention strategy. Benchmark with your peers and
            Commissioner
                                                                                             learn the best practices on staff engagement
            Bureau of Internal Revenue Philippines                                           • Designing the development route for your staff with

                                                                                                performance tracking
    9.30    Competing on a global platform: How the                                          • Identifying the optimum skill set and capabilities for your

            Philippines compares as a BPO/SSC location on                                       requirements
            the world stage                                                                  • Implementing effective, tailored and valuable training to
            •   Why the Philippines is considered one of the major global hubs                  increase the skill level of your staff
                for BPO/SSC activity                                                         • How can you uphold staff motivation and quality of service as

            •   Tracking economic impact and exploring how the global                           you automate?
                recession has impacted on the local sector                                   • Creating employee friendly working environment for better

            •   Predicting the direction of the market and the implications for                 engagement and motivation
                your business
            •   Future evolution of SS & BPO through local economic insight:                 Rory Zaks
                What do the next 1-3 years look like?                                        GM
                                                                                             OSRP
            Eric Le Borgne
            Senior Economist Philippines                                             12.50   LUNCH & NETWORKING BREAK
            World Bank
                                                                                     13.40   Nurturing a successful culture in your SSC
    10.00   Outsourced, captive or hybrid? Examining and                                      •   Critical success factors for creating and nurturing the right
            assessing the right delivery model to align with                                      business culture for your shared service operations to prosper
            your business strategies globally, regionally and                                     and flourish
            locally                                                                           •   Using the right culture for your ssc to deliver business goals
            When making the decision to streamline, cut costs and take                        •   Ensuring objectives are met with employees acting consistently
            advantage of the lower costs in the Philippines, for some it can                      with values and strategies
            appear easier to outsource your processes to a third party with an
                                                                                             Chen Theng Aik
            established center and local knowledge. On the other hand, there
                                                                                             Head, Finance & HR Services
            is sometimes a fear of the impact this may have on controlling
                                                                                             DHL Asia Pacific & EEMEA (Malaysia)
            service levels and aligning the activities and processes with your
            business objectives. This session will consider the factors
            associated with each model’s success to help you decide which
                                                                                     14.10   PANEL DISUCSSION: Balancing and managing
            route best fits your business.                                                   the attrition cycle effectively to maintain a
            • Identifying key drivers to building a successful delivery model                healthy staff turnover
            • Exploring the potential of the Philippines as a location for a                 Reducing staff turnover is usually essential to ensure cost
                                                                                             effectiveness and ROI on your staff. However, cultural uniqueness,
               low-cost center
            • Evaluating the cultural and operational considerations with
                                                                                             local labour law and your expansion scheme would require you to
                                                                                             work out a healthy attrition rate for your SSO, rather, just a
               outsourcing
            • Weighing up outsourcing vs. a captive center vs. hybrid model
                                                                                             definite lower level of attrition. This session looks at the local
                                                                                             averages as well as case study examples of those juggling attrition
            Yazdi Bagli                                                                      rates at both ends of the scale.
                                                                                             • Group A: my attrition is too high
            Associate Director, Payments and Banking Services
                                                                                             • Group B: my attrition is too low
            Procter & Gamble Asia
                                                                                             Panellists:
    10.40   MORNING TEA & NETWORKING BREAK                                                   Manette Martin
                                                                                             Regional CoE (Center of Excellence) Leader
    11.00   Achieving Operational Excellence through BPM                                     GE Global Business Services
            & ECM platform                                                                   Rory Zaks
            •
                 Business Growth - Work management through BPMS                              GM
            •
                Scope Expansion - Platform for F&A, HR, etc., Reduce time to                 OSRP
                market (TAT)
            •   Customer Service - 360 degree reports to clients, Enhanced                   Bessie Ambat
                service levels                                                               Head of HR GSSC
            •    Compliance & SLA adherence                                                  Ericsson

            Hareish Gur                                                                      EXPANDING THE SCOPE AND ADDING VALUE
            VP (Asia Pacific)
            Newgen Software Technologies Limited                                     14.50   Global AP Process Ownership: The Philippine
                                                                                             EC&P AP Shared Services Experience
                  PEOPLE MANAGEMENT & CULTURE                                                The Philippine EC&P AP Shared Services began its journey when
                                                                                             Embedded Computing division formed the AP team in the
    11.30   Identifying and sourcing the right skilled staff                                 Philippines to service the AP of its factories in Philippines, Mexico
            for your Shared Services Organization                                            and Germany in 2008. Its scope was later expanded to include the
            The shortage of the middle level managers with Shared Services                   non-factory AP of Germany and US and the Philippine Embedded
            knowledge and specific skills in the Philippines has exposed huge                Power AP. As a global AP process owner, the team grappled with
            challenges for SSC leaders. To ensure a skilled, competent,                      the challenges of improving internal processes and adding value
                                                                                             to the company by defining its role as AP processors, issue
            effective workforce is to find and attract the right people, with
                                                                                             resolvers and process improvers. Gil Cacha, a Six Sigma Black Belt
            the right skill set for the activities carried out in your SSO. This             and Doctor of Philosophy in Organization Development, will share
            session will examine how you can:                                                his experience in setting up the shared services, restructuring the
            • Gain extra investment from the management to attract top talent
                                                                                             expanded AP Team and broadening its role to encompass procure-
            • Analyze industries and locations with excess labour to source staff
                                                                                             to-pay process in support of supply chain operations.
            •
               Work with external partners to diversify your talent sourcing pools
                                                                                             Dr. Gil Cacha
            Manette Martin                                                                   Manager, AP Shared Services
            Regional CoE (Center of Excellence) Leader                                       Emerson Network Power – Embedded Computing and
            GE Global Business Services                                                      Power


4    Web: www.sharedservicesphilippines.com                                                                                        Call: +65 6722
15.20   AFTERNOON TEA AND NETWORKING BREAK                                  16.30   Delivering excellence through operational
                                                                                      performance management
  15.50   Climbing up the value chain: Increasing the                                 The fundamental pillars of success in every shared services shop
          strategic value of your services beyond                                     are “working practices” and “performance management
          transactional processes                                                     initiatives”. The presentations focuses on:
          Globally over the last 5 years knowledge-based outsourcing and a            • How “working practices” and “performance management


          shift from transactional services to value-added services has                  initiatives” enable a shared services shop to deliver tangible
          become common place for advanced SSCs. What are the                            business value
          elements that you need to consider to make this change? And                 •
                                                                                         How the performance metrices of the shared services are linked
          how should you design your implementation strategies to make                   with strategic drivers of client’s business
          this shift? This session will consider:                                     • Internal framework for performance management

          •
             Strategic value and visioning for the SSC                                •
                                                                                         External validation of the approaches
          • Unlocking new SSC value through competency building                       • BPI tools coupled with Balanced Scorecard

          • Organizational culture as enabler of evolution                            • Domain expertise or Process detailing?

          • Managing changes in both SSC and the wider business as you                • Globally consistent processes: Best Practice Sharing


             bring in higher value add activities                                     • Innovation Management

          • Ensuring sustainability of the evolution
                                                                                      Ratan Kumar Kesh
          Raoul Teh                                                                   Sr. Vice President and Head – Service Quality & Quality Initiatives
          Senior Site Officer                                                         Group
          Thomson Reuters                                                             HDFC Bank Ltd., (India)

                                                                              17.10   End of Day One Conference

                                                                              17.20   IQPC Hosts a Happy Hour for Networking
                                                                                      Opportunities




  Day Two Main Conference
  Friday 12 November 2010

  8.15    Re-Registration                                                             quality, chargeback rates, supply of resources, and turnaround
                                                                                      times are some of the issues that will be dealt with. There are no
  8.45    Welcome Back Remarks from the Chair                                         easy answers to these but Mr. Alipao will share with you some of
                                                                                      what has worked in his experience and what he thinks forms the
          Yazdi Bagli                                                                 foundation of a good Shared Services Organization. Some of the
          Associate Director, Payments and Banking Services                           topics he will talk about include resource management, project
          Procter & Gamble Asia                                                       management office, service chargebacks, work intake process,
                                                                                      and suggestions on organizing your teams to deliver improved
  9.00    Encoding process centric change management                                  service.
          into the DNA of an SSC is critical to its long
          term survival and sustainability – Change                                   Albert Alipao
          management means much more than Six Sigma                                   Chief Shared Services Officer
          or Lean                                                                     Sunlife Manila Shared Services Center
          Many SSCs have adopted Six Sigma and Lean initiatives to deliver
          continuous improvement by increasing efficiency and decreasing      10.10   PANEL DISCUSSION: How far can you go?
          redundancy. However, it’s not surprising when many feel the                 Stretching the boundaries of innovation to re-
          initiatives are unsuccessful in the long term. A more innovative,           define the NEXT LEVEL of Shared Services
          holistic and sustainable change management approach and                     maturity in the Philippines
          technology strategy is required - one that extracts the best and            •   Aligning with business goals on global and regional level
          most relevant aspects from the array of change management &                 •   Adding more functions and standardizing processes
          process improvement methodologies available and operates on a               •   Expanding from captive to hybrid for extra effectiveness
          key set of principles important for the SSC:                                •   Looking beyond – Moving to become an internal consultant?
          • All change must be process and data-driven across the full
                                                                                      Panellists:
             spectrum of change                                                       Kee Teek Hong
          • Intelligent technologies must be used intelligently
                                                                                      Vice President & General Manager
          • The return on investment must be sustainable value-creation
                                                                                      Chevron Holdings Inc
          Yazdi Bagli                                                                 Albert Alipao
          Associate Director, Payments and Banking Services                           Chief Shared Services Officer
          Procter & Gamble Asia                                                       Sunlife Financial

  9.40    Laying the foundation for transformation                                    Garry Taylor
          Shared Services Organizations will continue to face constant                Division Director
          pressure to prove its worth. It will constantly face questions on           Macquarie’s Offshore Services
          why its customer base won’t be better off growing their own IT              Noel P. Paraso
          organizations or outsourcing work to 3rd party vendors. Work                VP Service Center Network and Manila Center Finance Lead




9388        Email: enquiry@iqpc.com.sg                                                         Fax: +65 6720 3804                                           5
Shell Shared Service Center                                                         •   Identify the key challenges of absorbing more functions into your
                                                                                                    current SSC set-up
            Linda Castro                                                                        •
                                                                                                    Sourcing the right talent for the right role
            Head of Shared Services                                                             •   How to standardize and integrate the process through
            Jollibee Worldwide Services
                                                                                                    technology
                                                                                                •
                                                                                                    Which route do we take? – Multi-tower or Multi-function? What
    10.50   MORNING TEA AND NETWORKING BREAK
                                                                                                    do we need to consider to move forward?
    11.20   Practical analysis on identifying the danger signs                                  Maria Necita B. Geronimo
            of a failing shared services operation: Avoiding                                    General Manager – Global Shared Services Organization
            costly mistakes and turning things around                                           SunPower
            •
                Spotting the potential pitfalls during the shared services life-cycle
            •   Recognising the warning signs in your people, processes and             14.50   How do you measure up? Developing effective
                technology                                                                      KPIs for internal and external comparison
            •   Ensuring that customer orientation is really in place                           Benchmarking can be effective to set targets and understanding
            •   The keys to successfully turning round a failing Shared Services                your best practice, but to be most effective you have to
                operation                                                                       continually review your KPIs. This session will analyze the current
                                                                                                trends in the region and enable you to develop your own KPIs
            Noel P. Paraso                                                                      • Exploring effective use of benchmarking
            VP Service Center Network and Manila Center Finance Lead                            • Examining the development in KPIs being used in different SSCs
            Shell Shared Service Center
                                                                                                Lourdes Rosario "Gigi" Mantaring
            SUSTAINABILITY AND MATURITY GROWTH                                                  VP & General Manager
                                                                                                Manulife Business Processing Services
    12.00   Achieving excellent service delivery with better
            customer engagement and value proposition                                   15.20   AFTERNOON TEA & NETWORKING BREAK
            Increasing your customer service satisfaction level is not just about
            operational excellence, process standardization and compliance,             15.50   Demonstrating value creation with Shared
            but also about engaging your customers to better understand and                     Services
            deliver their needs…                                                                Beyond just quick cost reduction and consolidation of back-office
            • Implementing robust customer engagement model
                                                                                                functions, shared services can drive and increase value for the
            • Promoting customer focused organization
                                                                                                organisation, when properly aligned to corporate strategy and objectives
            • Creating compelling value through end-to-end                                      • Designing the plan to track what value the SSO is providing the

            • process innovations                                                                 organization
                                                                                                • Demonstrating the value
            Linda Castro                                                                        • Showing the correlation between the contributions the SSO is
            Head of Shared Services
                                                                                                  making and shareholder value
            Jollibee Worldwide Services
                                                                                                Thomas Burgess
    12.40   LUNCH AND NETWORKING BREAK                                                          Vice President SSC & Revenue Management
                                                                                                Uti Worldwide
    13.40   Driving continuous improvement by applying
            Process Excellence in a BPO operation                                       16.30   Exclusive On-Site Benchmarking session:
            Off-shoring processes from frontline organizations around the world                 Bringing your own Ratios and Statistics
            to our Global Service Centers alone can for certain regions provide                 Are you achieving best practice levels of performance? Use this
            cost savings due to the labour cost arbitrage. This is however only                 highly interactive session to really drill into the practical reality of
            one aspect of off-shoring. How can we ensure that we deliver the                    performance measurement within your organization. Exactly what
            best value proposition to our customers in the long term?                           metrics do other organizations use? How did they decide upon
            • Closely liaising with global business process owners to pursue                    those measures? And do they work? Split into industry tables to
               standardization                                                                  allow an intimate onsite benchmarking opportunity. Come
            • Understanding your customers’ needs and operationally                             prepared with information so you can discover how you really
               defining these – with a view on the end-to-end process and                       measure up against similar organizations in terms of:
               overall system which the GSC is a part of                                        • Customer satisfaction

            • Establishing result and process measures for all processes to                     • Learning and innovation


               monitor and improve process capability                                           • Balanced Score cards

            • Employing Process Excellence specialists (Green Belts and Black                   • Employee ratios


               Belts) to conduct data-based root cause analysis and lead                        Share your measurements to see how you compare to your
               improvement initiatives                                                          colleagues. This is not a ranking exercise, but an open platform
            • Applying the lean principles and tools to eliminate and reduce                    for you to reveal your center’s strengths and take away tips to
               waste                                                                            help improve key areas.
            • Nurturing a culture of continuous improvement and systemic                        Attendees will split into groups and benchmark against
               leadership                                                                       each other
            Kristina Beckendorf
                                                                                        17.10   Close of Conference
            Managing Director
            Maersk Global Service Centres (Phils) Ltd
                                                                                        17.15   END
    14.10   Expanding the functional scope of your current
            SSC: Taking Shared Services to the Next Level
            As the challenges and pressure of an increasing global economy
            intensifies, companies with established single or dual function SSCs               “I gained new insights, reconfirmed our
            are now looking at leveraging the efficiencies of these centers by             structure, gained networking and references”
            expanding their service offerings. The pressure to perform and to
            make the great step for the SSCs to the next level has never been                   - AVP Systems Methods & Operations Management
            as critical as it is today. How do we go about planning for this                            ABS CBN Broadcasting Corporation
            expansion? How do we prioritize functions that need to be added
            to the SSC? This session will help you:




6    Web: www.sharedservicesphilippines.com                                                                                             Call: +65 6722
Speakers
  Your Eminent Speaker Panel from top SSCs/BPO organizations:
          Noel P. Paraso                                   Geographic remit: Asia Pacific, North America,                 Manette Martin
          VP Service Center Network and Manila             Europe, Africa & Middle East                                   Regional CoE (Center of Excellence)
          Center Finance Lead                              ERP tool: SAP / JDE / Ariba                                    Leader
          Shell Shared Service Center                                                                                     GE Global Business Services
                                                                   Albert Alipao
  Time in SS operation: 6 years                                                                                  Time in SS operation: 3 years
                                                                   Chief Shared Services Officer
  Number of centers: Six (Glasgow, Krakow,                                                                       Number of centres: 1
                                                                   Sunlife Manila Shared Services Center
  Chennai, Kuala Lumpur, Manila and satellite office                                                             Function(s): Financial Services, Employee Services
  in Capetown)                                             Time in SS operation: 6 years.                        Geographic remit: Asia, Americas, MEA, Europe
  Function(s): Finance & transaction Operations            Number of centers: 4 major shared services            ERP tool: Oracle, SAP, Great Plains
  Geographic remit: Global                                 operations located in Manila, India, Ireland, and
  ERP tool: SAP                                            Lethbridge.                                                    Bessie Ambat
                                                           Function(s): MSSC currently covers IT shared                   Head of HR GSSC
          Kristina Beckendorf                              services, while the other locations include both IT            Ericsson
          Managing Director                                and BPO. At MSSC, we do systems development           Time in SS operation: 3+ years
          Maersk Global Service Centres (Phils)            work, systems maintenance, and computer               Number of centers: 1
          Ltd                                              operations.                                           Function(s): Human Resources
                                                           Geographic remit: primarily Southeast Asia and
  Time in SS operation: 10+ years                                                                                Geographic remit: Global
                                                           North America
  Number of centers: 6                                                                                           ERP tool: SAP
  Function(s): transactional, rules-based,
                                                                   Lourdes Rosario "Gigi" Mantaring
  knowledge-based as well specialized voice-based                                                                         Thomas Burgess
                                                                   VP & General Manager
  processes.                                                                                                              Vice President SSC & Revenue
                                                                   Manulife Business Processing Services
  Geographic remit: Global                                                                                                Management
                                                           Time in SS Operation: 5 years                                  Uti Worldwide
          Yazdi Bagli                                      Number of Centers: 1                                  Time in SS operation: 5 years
          Associate Director, Payments and Banking         Functions: broad range of financial services          Number of centres: 1
          Services                                         functions                                             Function(s): Revenue Management (pricing,
          Procter & Gamble Asia                            Geographic: U.S., Canada, Hong Kong and               client proposals), Customer Care Functions
                                                           Malaysia
  Time in SS operation: 11 years                                                                                 Geographic remit: Global
  Number of centers: 1                                                                                           ERP tool: Proprietary
                                                                   Gil F. Cacha Ph.D.
  Geographic remit: Asia, Central Eastern Europe,
                                                                   Manager, AP Shared Services
  Middle East Africa and some global operations                                                                           Rory Zaks
                                                                   Emerson Network Power –                                GM
                                                                   Embedded Computing and Power
          Linda Castro                                                                                                    OSRP
          Head of Shared Services                          Time in SS operation: 2 years                         Time in SS operation: 5 years
          Jollibee Worldwide Services                      Number of centres: 1                                  Number of centers: one
                                                           Function(s): Accounts Payable
  Time in SS operation: 4 years                                                                                  Function(s): Administration, Sales and the
                                                           Geographic remit: US, Germany,China,
  Number of centres: 1                                                                                           Customer Experience, Facilities, Financial mgt., HR
                                                           Philippines
  Function(s): Finance & Accounting including                                                                    and training, Workplace Services, Training, IT
                                                           ERP tool: Oracle and BPCS (AS400)
  Statutory and Management Reporting, Tax                                                                        coordination, Marketing, functional support.
  Compliance and Human Resources Services, which
                                                                   Maria Necita B. Geronimo
  includes C&B Admin, Staffing, Training and                                                                              Raoul Teh
                                                                   General Manager – Global Shared
  Workplace Services;                                                                                                     Senior Site Officer
                                                                   Services Organization
  Geographic remit: delivering shared services for                                                                        Thomson Reuters
                                                                   SunPower
  all its QSR businesses. Included in JFC's local brands                                                         Time in SS operations: 13+ years
  are Jollibee (the number one fast-food chain),           Time in SS operation: 3 years                         Number of centres: 5 major shared service
  Chowking, Greenwich, Red Ribbon, Manong Pepe             Number of centres: 1 internal and 1 outsourced        centres
  Karinderia, and Delifrance. Their foreign markets        (Europe)                                              Functions: Customer Support and Administration,
  include Brunei, United States, Vietnam, Qatar,           Function(s): HR, IT, Continuous Improvement and       Telesales, Content and data operations, Advisory
  Kingdom of Saudi Arabia (KSA), Indonesia, and            Quality, Finance, Internal Audit, Training and All    services, Software development
  Peoples Republic of China where new acquisitions         Non-Manufacturing Operations (Customer                Geographic remit: Global operations
                                                           Operations, Supply Chain and Planning,
          Kee Teek Hong                                    Marketing Support, Dealer Support, CAD                         Garry Taylor
          Vice President & General Manager                 Support, Order to Cash, Business Analytics,                    Division Director
          Chevron Holdings Inc                             Technical Support, Market Intelligence, etc)                   Macquarie’s Offshore Services
  Time in SS operation: 12 years old                       Geographic remit: North America, Europe and
                                                           APAC                                                  Time in SS operation: 3 years
  Number of centres: 1 site in Manila (multiple sites
                                                           ERP tool: Oracle                                      Number of centers: one (1)
  globally but not run by me)                                                                                    Function(s): IT support and development
  Function(s): Finance / Information Technology / HR                                                             Geographic remit: Global
  / Marketing Support / Procurement                                                                              ERP tool: N/A


  Special Guest Speakers:                                                         Workshop Facilitators:
          Eric Le Borgne                        Kim S. Jacinto-                            Chen Theng Aik                             Ratan Kumar Kesh
          Senior Economist                      Henares                                    Head, Finance & HR Services                Sr. Vice President and Head –
          Philippines                           Commissioner                               DHL Asia Pacific & EEMEA                   Service Quality & Quality
          World Bank                            Bureau of Internal                         (Malaysia)                                 Initiatives Group
                                                Revenue Philippines                                                                   HDFC Bank Ltd., (India)
                                                                                  Time in SS operation: 5 + years
                          Hareish Gur                                             Number of centers: 2                      Time in SS Operation: 3 years
                          VP (Asia Pacific)                                       Function(s): Finance & Accounting,        Number of Centers: 4
                          Newgen Software                                         HR Services                               Functions: Banking Operations, Loan
                          Technologies Limited                                    Geographic remit: Asia Pacific &          Processing, Print Shop
                                                                                  Eastern Europe Middle East and Africa     Geographic: Various regions in India
                                                                                  and selected process for Europe           Software: Banking Software, Print
                                                                                  ERP tool : SAP, Oracle                    Market Port




9388         Email: enquiry@iqpc.com.sg                                                                 Fax: +65 6720 3804                                            7
5 EASY WAYS TO REGISTER
Expanding and transforming                                                                                      Driving growth through effective
                                                                                                                workforce management, successful
                                                                                                                scope expansion and value-added                                     Web:          www.sharedservicesphilippines.com
Shared Services & BPO                                                                                           services delivery                                                   Email:
                                                                                                                                                                                    Phone:
                                                                                                                                                                                                  enquiry@iqpc.com.sg
                                                                                                                                                                                                  +65 6722 9388
                                                                                                                 10 - 12 November 2010
 in the Philippines                                                                                              Pan Pacific Hotel, Manila
                                                                                                                                                                                    Fax:          +65 6720 3804
                                                                                                                                                                                    Post:         IQPC Worldwide Pte
                                                                                                                                                                                                  61 Robinson Road
My booking code is: QD 19178.001                                                                                                                                                                  #14-01 Robinson Centre
Please complete in BLOCK CAPITALS as information is used to produce delegate badges.                                                                                                              Singapore 068893
Please photocopy for multiple bookings.
                                                                                                                                                                                                          DISCOUNTS & TEAM DEALS
                                     Please do not remove this label even if it is not addressed to you.
                                                                                                                                                                                    IQPC recognises the value of learning in teams. Group bookings at
                                                                                                                                                                                    the same time from the same company receive these discounts:
                                                                                                                                                                                            3 or more 7% • 5 or more 10% • 8 or more 15%
                                                                                                                                                                                    This offer applies to the standard prices only. Call us for a special
                                                                                                                                                                                    discount rate for teams of 10 and above. Not applicable to
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                                                                                                                                                                                                        VENUE & ACCOMMODATION
                                                                                                                                                                                                                   Pan Pacific, Manila
                                                                                                                                                                                                                   M. Adriatico corner Gen, Malvar Streets
                                                                                                                                                                                                                   Malate, Manila
                                                                                                                                                                                                                   1004 Philippines
                                                                                                Book & Pay by                                       Standard                                                       Tel: +63 2 318 0788
   ALL PRICES IN $USD                                                                        24th September 2010                                      Price                                                        Fax: +63 2 302 9501
   Gold Package (Conf & Bootcamp)                                                                     (save $400)                                                                                                  Web: www.panpacific.com
                                                                                                        $1,998                                        $2,398
   Main Conference (2 days)                                                                           (save $200)
                                                                                                         $1,299                                       $1,499                              CONFERENCE DOCUMENTATION & AUDIO CD
   Bootcamp Only (Day 1)                                                                              (save $100)                                                                   ❑ Attendee: Conference Documentation and Audio CD with a
                                                                                                         $799                                           $899                            USD100 discount: USD499
                                                                                                                                                                                    ❑ Non-attendee: Conference Documentation and Audio CD at
*Registrations without immediate payment or credit card details will incur a processing fee of USD99 per registration                                                                   USD599
**Discounts DO NOT apply to Bootcamp only bookings.                                                                                                                                 ❑ Non-attendee: Conference Documentation only at USD399
***All Early Bird discounts apply to standard prices only, discounts not to be used in conjunction with any offer.
                                                                                                                                                                                    Orders without immediate payment or credit card details
  GROUP DISCOUNTS: 4-for-3 offer! We recommend learning in teams and are offering one place free for every 3                                                                        will incur a processing fee of USD99 per order.
  team members you register for the main conference.                                                                                                                                (N.B. Advance orders will determine whether or not this conference
*Please note above offer only applies to delegates booking onto our 'standard price' packages only.                                                                                 will be recorded – Please enclose payment with your order.)
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                                  DELEGATE DETAILS (Please photocopy for each delegate)                                                                                             shall be borne by the recipient.

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Job Title: ......................................................................................................................................................................
                                                                                                                                                                                           IQPC CANCELLATION, POSTPONEMENT AND
Department:.................................................................................................................................................................                        SUBSTITUTION POLICY
Company: ...................................................................................................................................................................        You may substitute delegates at any time by providing reasonable advance
                                                                                                                                                                                    notice to IQPC.
Email: ..........................................................................................................................................................................
                                                                                                                                                                                    * For any cancellations received in writing not less than eight (8) days prior to the
Tel: ..........................................................................(Office) ...........................................................................(Mobile)         conference, you will receive a 90% credit to be used at another IQPC conference which
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Fax:....................................................................................................................... ❑ I agree to IQPC’s payment terms.                      fee of 10% of the contract fee will be retained by IQPC for all permitted cancellations. No
                                                                                                                                                                                    credit will be issued for any cancellations occurring within seven (7) days (inclusive) of the
Address: .....................................................................................................................................................................      conference.
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Approving Manager’s Name:........................................................................................................................................                   unwilling to attend in on the rescheduled date, you will receive a credit for 100% of the
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Signature: ............................................................................................................... Date: ..........................................         * Except as specified above, no credits will be issued for cancellations. There are no refunds
                                                                                                                                                                                    given under any circumstances.
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                                                                                                                                                                                    Act of God, unforeseen occurrence or any other event that renders performance of this
Salutation / First Name: ................................................................................................................................................           conference impracticable, illegal or impossible. For purposes of this clause, a fortuitous
                                                                                                                                                                                    event shall include, but not be limited to: war, fire, labor strike, extreme weather or other
Last Name: ..................................................................................................................................................................       emergency.
Email: ...............................................................................Tel: ..........................................................................(Office)       * Please note that while speakers and topics were confirmed at the time of publishing,
                                                                                                                                                                                    circumstances beyond the control of the organizers may necessitate substitutions,
Please note: If you have not received an acknowledgement before the conference, please call us at +65 6722 9388 to confirm your booking.                                            alterations or cancellations of the speakers and/or topics. As such, IQPC reserves the right
                                                                                                                                                                                    to alter or modify the advertised speakers and/or topics if necessary without any liability to
                                                                                                                                                                                    you whatsoever. Any substitutions or alterations will be updated on our web page as soon
                                                                                                                                                                                    as possible.
                                                                    PAYMENT METHODS
                                                                                                                                                                                    Scholarships Available: IQPC sets aside a limited number of discounts that may be applied
                                                                                                                                                                                    to its conferences for delegates from the non-profit sector, government and military
❑ By Check/Bank Draft: Made payable to IQPC Worldwide Pte Ltd                                                                                                                       organizations and academia. For more information about scholarships to this event, please
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                                                                                                                                                                                    IQPC WORLDWIDE PTE. LTD.
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SSON Philippines Summit

  • 1. SP RLY FE D $ 24 Sdetai EA O US forege fo - S k & (see EC B R 40 ept ls) Bo AV Pay back o IA IRD F L E be pa The founders of the Annual Shared Services & Outsourcing Week in Asia bring you the only event specifically catered for Shared Services & BPO practitioners in the Philippines. 0! em r be r Expanding and transforming Shared Services & BPO in the Philippines Driving growth through effective workforce management, successful scope expansion and value-added services delivery 10 - 12 November 2010 • Pan Pacific Hotel, Manila Presenting 20+ of the regions foremost SSO thought leaders, including 5 from the top SSOs in the Philippines - unlock essential knowledge and best practice: Noel P. Paraso, Kristina Beckendorf, VP Service Center Network and Managing Director Manila Center Finance Lead Yazdi Bagli, Linda Castro, Associate Director, Payments and Head of Shared Services Banking Services Call: +65 6722 9388 Email: enquiry@iqpc.com.sg Fax: +65 6720 3804 www.sharedservicesphilippines.com Sponsored by Endorsed by Marketing Partner
  • 2. Expanding and transforming Is your Shared Service Centre looking to achieve any of the Shared Services & BPO following in 2011? • Boosting the strategic value in the Philippines of services by pushing beyond transactional process delivery? • Broadening the geographic Driving growth through effective workforce management, scope of your customer-base? successful scope expansion and value-added services delivery • Finding innovative workforce initiatives to keep attrition 10 - 12 November 2010 • Pan Pacific Hotel, Manila rates healthy and attract top talent? 100% case studies, 20+ Speakers, 2 day focused conference, Then this event is a must Full day workshops, THE ONLY event to specifically cater for attend for you! Shared Services and BPO practitioners in the Philippines Dear Executive, www.ssonetwork.com/ linkedin/apac As a Shared Services and BPO practitioner operating a delivery centre in the Philippines, you are no stranger to working in a fast-paced and competitive labour market. But with the need to focus on geog raphic & functional expansion, effective www.ssonetwork.com/ people management and value-added servi facebook ces, how is your Shared Services Centre (SSC) shaping up to stay ahead of the curv e yet keep generating further cost- savings and business value? Knowing exactly the right people to ask for www.twitter.com/ first-hand advice on propelling service ssonetwork delivery growth, Shared Service and Outs ourcing Network (SSON) will enable you discover the secrets of best practice from to 18+ World Class SSCs. Led by practitioners for practitioners, this is the only event to specifically cater for Shared Services and BPO practitioners in About SSON the Philippines, tackling your core challenges from an end-user perspective. Learn how others are pushing the boundaries to get to the next level of their SSOs, and advancing growth by climbing up the value chain. Join us and get armed with field-tested strat SSON provides research, training and • Align egies to: networking for over 4,500 shared with your wider business goals: Understa legislative environment in the Philippines nd and capitalize on tax and services executive members from over • Deploy with the latest Government updates 50 countries around the world. innovative recruitment tactics to ensu Whether you need resources to write a effective workforce in a competitive mark re a skilled, competent and et report, facts to benchmark performance • Attract, engage and retain employees through against or simply want to meet some of development, and motivational tactics tailored training and your peers at the same stage of • Increase development, we can support you. Sign the strategic value of your services and push • Build a beyond transactional activity up today, for $149.99 and receive practical roadmap for functional & geog • Develop raphic expansion benefits that will help you take your robust customer engagement model services to enhance the quality of your implementation to the next level. • Adopt Website: www.ssonetwork.com world-class process efficiency measurement through effective benchmarking Email: info@ssonetwork.com Phone + 44 (0) 20 7368 9300 Only here will you meet the local pioneers and leaders demonstrating how you can drive further development in your SSC in the Philippines. I look forward to welcoming you in Nove Not been to an SSON mber, event before? Here’s some feedback from last year’s annual Shared Services Week in Asia: Sarah Ye Shared Services and Outsourcing Netw ork “This is the best shared IQPC services seminar I have attended so far” “It’s an excellent platform to gain knowledge about SSC irrespective of the - General Manager, Corporate experience. It’s a one stop solution to move further in SSC in your organisation” HR Sony Electronics Asia Pacific - Senior Director Shared Business Services Finance Asia, Philips Electronics 2 Web: www.sharedservicesphilippines.com Call: +65 6722
  • 3. Pre Conference Bootcamp Wednesday 10 November 2010 The bootcamp is designed for organizations that are assessing the business case and value of Shared Services, or are in the planning and launching phase of establishing a new SSC. 9.00 Registration 13.30 – 16.00 Part C: Designing the right SSC model in line with 10.00 – 11:00 your organizational business objectives & Part A: Shared Services set-up A-Z checklist conducting smooth migration to deliver • Establishing the business case excellence from “go live”. • Evaluating and choosing the right location It is easier to create a shared service organization with great • Engaging stakeholders early to gain buy-in processes and most advanced technology but if your SSC is not • Process improvements and implications for Service Level effectiveness enough to meet and compliment the strategic business Agreements (SLAs) objectives, you are unlikely to succeed. It is, therefore, imperative • Deploying proper KPIs that there is a greater demand to understand wants and needs of the business and then balance the same with effective service 11.30 – 12.30 design. Then, there is always that great debate “fix & shift” or “shift Part B: Building a Shared Services roadmap for & fix”? While there is no right or wrong answer, there is need to smooth implementation review both paradigm to ensure there is smooth migration to • Ensuring transparency and communication from the start achieve “vertical start-up” and to deliver excellence from “go-live” • How to ensure business focus at the heart of the SSC Model : • Understanding what you want and why • Utilising time frames to ensuring realistic expectations Balanced Scorecard approach • Reviewing the criteria to decide approach to address “shift or fix” • Highlighting the benefits that can be achieved and designing a • Implementing Lean Sigma Approach plan to deliver them • Risk Management: FMEA • Communicating the vision to your clients to customers and SSC • Challenges and bottleneck employees • Continuous Improvement Cycle Led by: Chen Theng Aik Led by: Head, Finance & HR Services Ratan Kumar Kesh DHL Asia Pacific & EEMEA (Malaysia) Sr. Vice President and Head – Service Quality & Quality Initiatives Group Current Position: HDFC Bank Ltd., (India) Head, Finance & HR Services – Asia Pacific, East Europe, Middle East and Africa Ratan’s job entails framing and executing Quality Strategy for the DHL. Responsible for the 2 Shared Services Locations (Malaysia & bank. He leads a team of around 75 Lean Sigma MBBs and BBs Mauritius) covering 2 service lines (towers) of Finance Operations delivering business excellence and service quality improvement to and HR Operations. He has grew the Malaysia SSC from a pilot of enable the bank in providing a wide range of financial products and less than 40 FTEs to over 500 FTEs today covering countries from services to its over 15 million customers in a cost effective manner. Asia Pacific, EEMEA and also Europe. Mr. Chen held various senior As part of this role, he works closely with business heads to identify finance positions including more than 10 years as Finance Director and move non-core business processes to shared services set up. & CFO in large global multinational companies such as BP, Leo Ratan has more than 16 years of experience in India and overseas in Burnett, Linde and DHL before moving to current role 5 years ago. areas of Engineering Design & Projects, Six Sigma, Lean, Lean- Sigma, Balanced Scorecard, Malcom Balridge, EFQM Models, CRM & 12.30 Networking lunch ERP Implementation, Service Quality and Quality Projects in Manufacturing, Logistics, Insurance and Banking. 16.00 End of the day Day One Main Conference Thursday 11 November 2010 8.15 Registration MARKET UPDATE & LEGISLATIVE ENVIRONMENT 8.45 Opening Remarks from the Chair 9.00 Leveraging Government incentive programs to propel your Philippines-based operations Yazdi Bagli • Capitalizing on Government incentive programs and tax Associate Director, Payments and Banking Services regulations Procter & Gamble Asia • Understanding how they apply to your business operation and maximizing the impact 9388 Email: enquiry@iqpc.com.sg Fax: +65 6720 3804 3
  • 4. Combating the Philippines talent war and meeting the 12.10 Increasing employee engagement and retention increasing demand for the talent in the Shared Services sector through effective training, development and • Planning for the future – What does the current Government motivation agenda look like? Fierce competitions in the SSC/BPO industry in the Philippines and Kim S. Jacinto-Henares fast-scale expansion have pushed leaders to re-engineer their employee retention strategy. Benchmark with your peers and Commissioner learn the best practices on staff engagement Bureau of Internal Revenue Philippines • Designing the development route for your staff with performance tracking 9.30 Competing on a global platform: How the • Identifying the optimum skill set and capabilities for your Philippines compares as a BPO/SSC location on requirements the world stage • Implementing effective, tailored and valuable training to • Why the Philippines is considered one of the major global hubs increase the skill level of your staff for BPO/SSC activity • How can you uphold staff motivation and quality of service as • Tracking economic impact and exploring how the global you automate? recession has impacted on the local sector • Creating employee friendly working environment for better • Predicting the direction of the market and the implications for engagement and motivation your business • Future evolution of SS & BPO through local economic insight: Rory Zaks What do the next 1-3 years look like? GM OSRP Eric Le Borgne Senior Economist Philippines 12.50 LUNCH & NETWORKING BREAK World Bank 13.40 Nurturing a successful culture in your SSC 10.00 Outsourced, captive or hybrid? Examining and • Critical success factors for creating and nurturing the right assessing the right delivery model to align with business culture for your shared service operations to prosper your business strategies globally, regionally and and flourish locally • Using the right culture for your ssc to deliver business goals When making the decision to streamline, cut costs and take • Ensuring objectives are met with employees acting consistently advantage of the lower costs in the Philippines, for some it can with values and strategies appear easier to outsource your processes to a third party with an Chen Theng Aik established center and local knowledge. On the other hand, there Head, Finance & HR Services is sometimes a fear of the impact this may have on controlling DHL Asia Pacific & EEMEA (Malaysia) service levels and aligning the activities and processes with your business objectives. This session will consider the factors associated with each model’s success to help you decide which 14.10 PANEL DISUCSSION: Balancing and managing route best fits your business. the attrition cycle effectively to maintain a • Identifying key drivers to building a successful delivery model healthy staff turnover • Exploring the potential of the Philippines as a location for a Reducing staff turnover is usually essential to ensure cost effectiveness and ROI on your staff. However, cultural uniqueness, low-cost center • Evaluating the cultural and operational considerations with local labour law and your expansion scheme would require you to work out a healthy attrition rate for your SSO, rather, just a outsourcing • Weighing up outsourcing vs. a captive center vs. hybrid model definite lower level of attrition. This session looks at the local averages as well as case study examples of those juggling attrition Yazdi Bagli rates at both ends of the scale. • Group A: my attrition is too high Associate Director, Payments and Banking Services • Group B: my attrition is too low Procter & Gamble Asia Panellists: 10.40 MORNING TEA & NETWORKING BREAK Manette Martin Regional CoE (Center of Excellence) Leader 11.00 Achieving Operational Excellence through BPM GE Global Business Services & ECM platform Rory Zaks • Business Growth - Work management through BPMS GM • Scope Expansion - Platform for F&A, HR, etc., Reduce time to OSRP market (TAT) • Customer Service - 360 degree reports to clients, Enhanced Bessie Ambat service levels Head of HR GSSC • Compliance & SLA adherence Ericsson Hareish Gur EXPANDING THE SCOPE AND ADDING VALUE VP (Asia Pacific) Newgen Software Technologies Limited 14.50 Global AP Process Ownership: The Philippine EC&P AP Shared Services Experience PEOPLE MANAGEMENT & CULTURE The Philippine EC&P AP Shared Services began its journey when Embedded Computing division formed the AP team in the 11.30 Identifying and sourcing the right skilled staff Philippines to service the AP of its factories in Philippines, Mexico for your Shared Services Organization and Germany in 2008. Its scope was later expanded to include the The shortage of the middle level managers with Shared Services non-factory AP of Germany and US and the Philippine Embedded knowledge and specific skills in the Philippines has exposed huge Power AP. As a global AP process owner, the team grappled with challenges for SSC leaders. To ensure a skilled, competent, the challenges of improving internal processes and adding value to the company by defining its role as AP processors, issue effective workforce is to find and attract the right people, with resolvers and process improvers. Gil Cacha, a Six Sigma Black Belt the right skill set for the activities carried out in your SSO. This and Doctor of Philosophy in Organization Development, will share session will examine how you can: his experience in setting up the shared services, restructuring the • Gain extra investment from the management to attract top talent expanded AP Team and broadening its role to encompass procure- • Analyze industries and locations with excess labour to source staff to-pay process in support of supply chain operations. • Work with external partners to diversify your talent sourcing pools Dr. Gil Cacha Manette Martin Manager, AP Shared Services Regional CoE (Center of Excellence) Leader Emerson Network Power – Embedded Computing and GE Global Business Services Power 4 Web: www.sharedservicesphilippines.com Call: +65 6722
  • 5. 15.20 AFTERNOON TEA AND NETWORKING BREAK 16.30 Delivering excellence through operational performance management 15.50 Climbing up the value chain: Increasing the The fundamental pillars of success in every shared services shop strategic value of your services beyond are “working practices” and “performance management transactional processes initiatives”. The presentations focuses on: Globally over the last 5 years knowledge-based outsourcing and a • How “working practices” and “performance management shift from transactional services to value-added services has initiatives” enable a shared services shop to deliver tangible become common place for advanced SSCs. What are the business value elements that you need to consider to make this change? And • How the performance metrices of the shared services are linked how should you design your implementation strategies to make with strategic drivers of client’s business this shift? This session will consider: • Internal framework for performance management • Strategic value and visioning for the SSC • External validation of the approaches • Unlocking new SSC value through competency building • BPI tools coupled with Balanced Scorecard • Organizational culture as enabler of evolution • Domain expertise or Process detailing? • Managing changes in both SSC and the wider business as you • Globally consistent processes: Best Practice Sharing bring in higher value add activities • Innovation Management • Ensuring sustainability of the evolution Ratan Kumar Kesh Raoul Teh Sr. Vice President and Head – Service Quality & Quality Initiatives Senior Site Officer Group Thomson Reuters HDFC Bank Ltd., (India) 17.10 End of Day One Conference 17.20 IQPC Hosts a Happy Hour for Networking Opportunities Day Two Main Conference Friday 12 November 2010 8.15 Re-Registration quality, chargeback rates, supply of resources, and turnaround times are some of the issues that will be dealt with. There are no 8.45 Welcome Back Remarks from the Chair easy answers to these but Mr. Alipao will share with you some of what has worked in his experience and what he thinks forms the Yazdi Bagli foundation of a good Shared Services Organization. Some of the Associate Director, Payments and Banking Services topics he will talk about include resource management, project Procter & Gamble Asia management office, service chargebacks, work intake process, and suggestions on organizing your teams to deliver improved 9.00 Encoding process centric change management service. into the DNA of an SSC is critical to its long term survival and sustainability – Change Albert Alipao management means much more than Six Sigma Chief Shared Services Officer or Lean Sunlife Manila Shared Services Center Many SSCs have adopted Six Sigma and Lean initiatives to deliver continuous improvement by increasing efficiency and decreasing 10.10 PANEL DISCUSSION: How far can you go? redundancy. However, it’s not surprising when many feel the Stretching the boundaries of innovation to re- initiatives are unsuccessful in the long term. A more innovative, define the NEXT LEVEL of Shared Services holistic and sustainable change management approach and maturity in the Philippines technology strategy is required - one that extracts the best and • Aligning with business goals on global and regional level most relevant aspects from the array of change management & • Adding more functions and standardizing processes process improvement methodologies available and operates on a • Expanding from captive to hybrid for extra effectiveness key set of principles important for the SSC: • Looking beyond – Moving to become an internal consultant? • All change must be process and data-driven across the full Panellists: spectrum of change Kee Teek Hong • Intelligent technologies must be used intelligently Vice President & General Manager • The return on investment must be sustainable value-creation Chevron Holdings Inc Yazdi Bagli Albert Alipao Associate Director, Payments and Banking Services Chief Shared Services Officer Procter & Gamble Asia Sunlife Financial 9.40 Laying the foundation for transformation Garry Taylor Shared Services Organizations will continue to face constant Division Director pressure to prove its worth. It will constantly face questions on Macquarie’s Offshore Services why its customer base won’t be better off growing their own IT Noel P. Paraso organizations or outsourcing work to 3rd party vendors. Work VP Service Center Network and Manila Center Finance Lead 9388 Email: enquiry@iqpc.com.sg Fax: +65 6720 3804 5
  • 6. Shell Shared Service Center • Identify the key challenges of absorbing more functions into your current SSC set-up Linda Castro • Sourcing the right talent for the right role Head of Shared Services • How to standardize and integrate the process through Jollibee Worldwide Services technology • Which route do we take? – Multi-tower or Multi-function? What 10.50 MORNING TEA AND NETWORKING BREAK do we need to consider to move forward? 11.20 Practical analysis on identifying the danger signs Maria Necita B. Geronimo of a failing shared services operation: Avoiding General Manager – Global Shared Services Organization costly mistakes and turning things around SunPower • Spotting the potential pitfalls during the shared services life-cycle • Recognising the warning signs in your people, processes and 14.50 How do you measure up? Developing effective technology KPIs for internal and external comparison • Ensuring that customer orientation is really in place Benchmarking can be effective to set targets and understanding • The keys to successfully turning round a failing Shared Services your best practice, but to be most effective you have to operation continually review your KPIs. This session will analyze the current trends in the region and enable you to develop your own KPIs Noel P. Paraso • Exploring effective use of benchmarking VP Service Center Network and Manila Center Finance Lead • Examining the development in KPIs being used in different SSCs Shell Shared Service Center Lourdes Rosario "Gigi" Mantaring SUSTAINABILITY AND MATURITY GROWTH VP & General Manager Manulife Business Processing Services 12.00 Achieving excellent service delivery with better customer engagement and value proposition 15.20 AFTERNOON TEA & NETWORKING BREAK Increasing your customer service satisfaction level is not just about operational excellence, process standardization and compliance, 15.50 Demonstrating value creation with Shared but also about engaging your customers to better understand and Services deliver their needs… Beyond just quick cost reduction and consolidation of back-office • Implementing robust customer engagement model functions, shared services can drive and increase value for the • Promoting customer focused organization organisation, when properly aligned to corporate strategy and objectives • Creating compelling value through end-to-end • Designing the plan to track what value the SSO is providing the • process innovations organization • Demonstrating the value Linda Castro • Showing the correlation between the contributions the SSO is Head of Shared Services making and shareholder value Jollibee Worldwide Services Thomas Burgess 12.40 LUNCH AND NETWORKING BREAK Vice President SSC & Revenue Management Uti Worldwide 13.40 Driving continuous improvement by applying Process Excellence in a BPO operation 16.30 Exclusive On-Site Benchmarking session: Off-shoring processes from frontline organizations around the world Bringing your own Ratios and Statistics to our Global Service Centers alone can for certain regions provide Are you achieving best practice levels of performance? Use this cost savings due to the labour cost arbitrage. This is however only highly interactive session to really drill into the practical reality of one aspect of off-shoring. How can we ensure that we deliver the performance measurement within your organization. Exactly what best value proposition to our customers in the long term? metrics do other organizations use? How did they decide upon • Closely liaising with global business process owners to pursue those measures? And do they work? Split into industry tables to standardization allow an intimate onsite benchmarking opportunity. Come • Understanding your customers’ needs and operationally prepared with information so you can discover how you really defining these – with a view on the end-to-end process and measure up against similar organizations in terms of: overall system which the GSC is a part of • Customer satisfaction • Establishing result and process measures for all processes to • Learning and innovation monitor and improve process capability • Balanced Score cards • Employing Process Excellence specialists (Green Belts and Black • Employee ratios Belts) to conduct data-based root cause analysis and lead Share your measurements to see how you compare to your improvement initiatives colleagues. This is not a ranking exercise, but an open platform • Applying the lean principles and tools to eliminate and reduce for you to reveal your center’s strengths and take away tips to waste help improve key areas. • Nurturing a culture of continuous improvement and systemic Attendees will split into groups and benchmark against leadership each other Kristina Beckendorf 17.10 Close of Conference Managing Director Maersk Global Service Centres (Phils) Ltd 17.15 END 14.10 Expanding the functional scope of your current SSC: Taking Shared Services to the Next Level As the challenges and pressure of an increasing global economy intensifies, companies with established single or dual function SSCs “I gained new insights, reconfirmed our are now looking at leveraging the efficiencies of these centers by structure, gained networking and references” expanding their service offerings. The pressure to perform and to make the great step for the SSCs to the next level has never been - AVP Systems Methods & Operations Management as critical as it is today. How do we go about planning for this ABS CBN Broadcasting Corporation expansion? How do we prioritize functions that need to be added to the SSC? This session will help you: 6 Web: www.sharedservicesphilippines.com Call: +65 6722
  • 7. Speakers Your Eminent Speaker Panel from top SSCs/BPO organizations: Noel P. Paraso Geographic remit: Asia Pacific, North America, Manette Martin VP Service Center Network and Manila Europe, Africa & Middle East Regional CoE (Center of Excellence) Center Finance Lead ERP tool: SAP / JDE / Ariba Leader Shell Shared Service Center GE Global Business Services Albert Alipao Time in SS operation: 6 years Time in SS operation: 3 years Chief Shared Services Officer Number of centers: Six (Glasgow, Krakow, Number of centres: 1 Sunlife Manila Shared Services Center Chennai, Kuala Lumpur, Manila and satellite office Function(s): Financial Services, Employee Services in Capetown) Time in SS operation: 6 years. Geographic remit: Asia, Americas, MEA, Europe Function(s): Finance & transaction Operations Number of centers: 4 major shared services ERP tool: Oracle, SAP, Great Plains Geographic remit: Global operations located in Manila, India, Ireland, and ERP tool: SAP Lethbridge. Bessie Ambat Function(s): MSSC currently covers IT shared Head of HR GSSC Kristina Beckendorf services, while the other locations include both IT Ericsson Managing Director and BPO. At MSSC, we do systems development Time in SS operation: 3+ years Maersk Global Service Centres (Phils) work, systems maintenance, and computer Number of centers: 1 Ltd operations. Function(s): Human Resources Geographic remit: primarily Southeast Asia and Time in SS operation: 10+ years Geographic remit: Global North America Number of centers: 6 ERP tool: SAP Function(s): transactional, rules-based, Lourdes Rosario "Gigi" Mantaring knowledge-based as well specialized voice-based Thomas Burgess VP & General Manager processes. Vice President SSC & Revenue Manulife Business Processing Services Geographic remit: Global Management Time in SS Operation: 5 years Uti Worldwide Yazdi Bagli Number of Centers: 1 Time in SS operation: 5 years Associate Director, Payments and Banking Functions: broad range of financial services Number of centres: 1 Services functions Function(s): Revenue Management (pricing, Procter & Gamble Asia Geographic: U.S., Canada, Hong Kong and client proposals), Customer Care Functions Malaysia Time in SS operation: 11 years Geographic remit: Global Number of centers: 1 ERP tool: Proprietary Gil F. Cacha Ph.D. Geographic remit: Asia, Central Eastern Europe, Manager, AP Shared Services Middle East Africa and some global operations Rory Zaks Emerson Network Power – GM Embedded Computing and Power Linda Castro OSRP Head of Shared Services Time in SS operation: 2 years Time in SS operation: 5 years Jollibee Worldwide Services Number of centres: 1 Number of centers: one Function(s): Accounts Payable Time in SS operation: 4 years Function(s): Administration, Sales and the Geographic remit: US, Germany,China, Number of centres: 1 Customer Experience, Facilities, Financial mgt., HR Philippines Function(s): Finance & Accounting including and training, Workplace Services, Training, IT ERP tool: Oracle and BPCS (AS400) Statutory and Management Reporting, Tax coordination, Marketing, functional support. Compliance and Human Resources Services, which Maria Necita B. Geronimo includes C&B Admin, Staffing, Training and Raoul Teh General Manager – Global Shared Workplace Services; Senior Site Officer Services Organization Geographic remit: delivering shared services for Thomson Reuters SunPower all its QSR businesses. Included in JFC's local brands Time in SS operations: 13+ years are Jollibee (the number one fast-food chain), Time in SS operation: 3 years Number of centres: 5 major shared service Chowking, Greenwich, Red Ribbon, Manong Pepe Number of centres: 1 internal and 1 outsourced centres Karinderia, and Delifrance. Their foreign markets (Europe) Functions: Customer Support and Administration, include Brunei, United States, Vietnam, Qatar, Function(s): HR, IT, Continuous Improvement and Telesales, Content and data operations, Advisory Kingdom of Saudi Arabia (KSA), Indonesia, and Quality, Finance, Internal Audit, Training and All services, Software development Peoples Republic of China where new acquisitions Non-Manufacturing Operations (Customer Geographic remit: Global operations Operations, Supply Chain and Planning, Kee Teek Hong Marketing Support, Dealer Support, CAD Garry Taylor Vice President & General Manager Support, Order to Cash, Business Analytics, Division Director Chevron Holdings Inc Technical Support, Market Intelligence, etc) Macquarie’s Offshore Services Time in SS operation: 12 years old Geographic remit: North America, Europe and APAC Time in SS operation: 3 years Number of centres: 1 site in Manila (multiple sites ERP tool: Oracle Number of centers: one (1) globally but not run by me) Function(s): IT support and development Function(s): Finance / Information Technology / HR Geographic remit: Global / Marketing Support / Procurement ERP tool: N/A Special Guest Speakers: Workshop Facilitators: Eric Le Borgne Kim S. Jacinto- Chen Theng Aik Ratan Kumar Kesh Senior Economist Henares Head, Finance & HR Services Sr. Vice President and Head – Philippines Commissioner DHL Asia Pacific & EEMEA Service Quality & Quality World Bank Bureau of Internal (Malaysia) Initiatives Group Revenue Philippines HDFC Bank Ltd., (India) Time in SS operation: 5 + years Hareish Gur Number of centers: 2 Time in SS Operation: 3 years VP (Asia Pacific) Function(s): Finance & Accounting, Number of Centers: 4 Newgen Software HR Services Functions: Banking Operations, Loan Technologies Limited Geographic remit: Asia Pacific & Processing, Print Shop Eastern Europe Middle East and Africa Geographic: Various regions in India and selected process for Europe Software: Banking Software, Print ERP tool : SAP, Oracle Market Port 9388 Email: enquiry@iqpc.com.sg Fax: +65 6720 3804 7
  • 8. 5 EASY WAYS TO REGISTER Expanding and transforming Driving growth through effective workforce management, successful scope expansion and value-added Web: www.sharedservicesphilippines.com Shared Services & BPO services delivery Email: Phone: enquiry@iqpc.com.sg +65 6722 9388 10 - 12 November 2010 in the Philippines Pan Pacific Hotel, Manila Fax: +65 6720 3804 Post: IQPC Worldwide Pte 61 Robinson Road My booking code is: QD 19178.001 #14-01 Robinson Centre Please complete in BLOCK CAPITALS as information is used to produce delegate badges. Singapore 068893 Please photocopy for multiple bookings. DISCOUNTS & TEAM DEALS Please do not remove this label even if it is not addressed to you. IQPC recognises the value of learning in teams. Group bookings at the same time from the same company receive these discounts: 3 or more 7% • 5 or more 10% • 8 or more 15% This offer applies to the standard prices only. Call us for a special discount rate for teams of 10 and above. 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