July 24-26, 2017
Toronto, Ontario

Media Center

Shared Services & Outsourcing Summit Canada 2017 Agenda

Download the full agenda here. If you have trouble downloading then please email Ted.Gregory@iqpc.com with your full contact information to receive a... Read More


How to Jumpstart your SSO Journey with a Compelling and Data-Driven Business Case

Tony Sayer, VP Assistant Corporate Controller Shared Services at Parker Hannifin Corporation, discusses in his presentation overcoming roadblocks once you’ve embarked on a compelling and data-driven business case journey to jumpstart your SSO. As well as developing the strategy for a shared services model, examples of a case study on how to... Read More

Financial Master Data Management for Shared Services

Charanjit Singh, VP Shared Financial Services at Ontario Power Generation, speaks about the Enterprise Systems Consolidation Project, making a case for master data management, research and best practice findings, roadmap in the short and long-term, the MDM data ownership matrix, current solution for finance master data, implementation examples and... Read More

Finance Transformation Business Casing: How to Survive a CFO Review

Brian Chan discusses the framework for project, program and change management from the ideation stage through to execution and the post-investment review in this past... Read More

Developing a Business and I&IT Architecture & Reference Model

As Part of Your Comprehensive Shared Services Implementation Strategy, Roman Zydownyk from RCSG Inc. Consulting Services, discusses the status of SSO in his organization, key lessons & shared services 1.0 to 2.0, considerations when moving to a shared services model: transitioning through the stages and establishing scope. Also integrating... Read More

Employees: Your Greatest Asset or Your Biggest Risk?

Dennis Dodo, CPA, MBA, and Vice President - Shared Financial Services at Ontario Power Generation, divulges the considerations his organization undertook when implementing a shared services model: single or multi-function? He also discusses their steps toward the approach: Centralize, Consolidate, Assess Risk, Mitigate and Assess... Read More

IQ Content

Despite Some Set-backs, Public Sector Shared Services Remain in Vogue

The public sector has long been a prime market for Shared Services, and we’ve seen institutions in Canada, the U.K. and Australia leading the way, with the U.S. also showing signs (albeit less cohesive) of adopting this model to drive cost savings and better “service per dollar spent.” Read on about the uptick of encouraging news that... Read More

Legal Process Outsourcing: A Canadian Perspective

Recession. Depression. Unemployment. Meltdown. Crisis. These are some of the words being bandied about these days. It's not all that promising. Or is it? With the global economies struggling, these are undoubtedly challenging times. But with every crisis, there always seems to be some opportunities that present themselves. For the legal services... Read More


Achieving Real Dollar Savings by Implementing Shared Services

The returns available through a shared services model represent a significant cost-savings opportunity for companies. Download this study of Business Case Data provided by Scott... Read More

The Six HR Shared Services Questions You Need to Know

We surveyed our shared services community to discuss metrics, talent management, service delivery, and more, to see where you stand today and where you plan to be tomorrow. Your responses gave us deeper insight into the strategies and solutions you are looking to utilize in order to implement and develop an HR shared services program. Now we're... Read More

Benefits and Challenges of Multifunction Shared Services

Why Go Multifunction? Understanding the Benefits and Implementation Challenges of Multifunction Shared Services. Download this report by Scott... Read More

Blueprint for Improving Service Delivery - HR Workload Analysis

One of the first questions an organization may ask when preparing to change its delivery model is, “where do we start?” Whether you are considering a shared services model, have implemented a shared services model you wish to improve, or are interested in making other changes to your delivery model and staffing levels, understanding who does... Read More

2015 Annual State of the Shared Services Industry Report

The 2015 State of the Shared Services Industry report provides an insightful look at how shared services operations around the world are reacting to challenges - namely process optimization, digital transformation, data analytics, automation & new and evolving skill sets - and the opportunities presented by these trends. We've canvassed our... Read More


From Denial to Exploration: Gaining Employee Commitment to a New Vision

In order to enact change, leaders must engage and enable the entire organization, which can only be done with frequent and timely communication. Further, messages must be clear, credible and heartfelt about the direction of the change. Read on to learn more insight from Vinh Lien, Director of Finance & Accounting at Maple Leaf, on setting a... Read More

Why is your workspace not more productive?

Why is your workspace not more productive? David McGinty, Senior Manager of Real Estate and Facilities at AMS in Canada, the Netherlands and beyond, thinks it's because the modern workplace was established in the Industrial Age and hasn't changed much since then. Now, the problem with traditional environments is that they only allow for limited... Read More

A New Way of Looking at Data: 6 Questions with David McCandless

In this era of data proliferation, it's easy to get lost in analytics and even easier to spout what the numbers say - rather than what they mean. Enter David McCandless, Data Journalist and the Author of 'Information is Beautiful,' who specializes in presenting stories through numbers in a visually aesthetic and most importantly - simplified -... Read More


Canada's Workforce Ranks in the Top 10 in the World & What That Means for You

Nova Scotia attracts more investment than any other state or province in North America. Here's why: Find out why Manulife, a leading financial services group with principal operations in Asia, Canada and the United States, chose to expand its operations in Halifax... Read More

Evolution of Canadian Shared Service Centres from 2000-2015

Explore the shared services landscape in Canada in this visual analytics workbook from SSON’s global analytics centre, Dart Institute. Play with the data to understand the functions and industries that are being serviced across each province, including city drilldowns, and understand the patterns in cross-industry SSC growth over the past 15... Read More

The Evolution of U.S. Shared Service Centers from 2000-2015

SSON’s new global analytics center, Dart Institute, brings you their latest research on the growth trends in U.S. SSC location, function and industries. It displays the data in an interactive visual format to help you understand the shape of the current U.S. SSC landscape and where it’s heading in the future. • What are the most popular U.S.... Read More


Nearshore vs. Offshore: What Type of Shared Service is Best for You?

Your company has made the big step in deciding to implement international shared services into its infrastructure. Now comes the hard part figuring out how far from home you should go. Myriad factors from language barriers to trade laws make for an incredibly complex decision. Here are some of the benefits and drawbacks for both offshore and... Read More

How Does Robotic Process Automation Fit Into Your Operations?

Robots are at the center of today’s business process automation revolution, where they take the form of software programs used to automate business activities such as accounts payable and receivable, transaction processing, and order management. So what's different? .... Read More

Tools & Templates for HR Shared Services

We’ve received numerous requests from members for help in designing, managing, measuring, and benchmarking their support services. Many of these requests relate to HR. That’s why we have collaborated with ScottMadden to bring you a 6-step Toolkit to launching, running, improving, and developing an HR shared services... Read More

Sponsorship Information

Shared Services and Outsourcing Summit Canada Sponsorship Prospectus

If you would like to have a copy sent to you directly please contact... Read More