Argyle Digital: Proformative - Shared Services Leadership Forum 2020 - Argyle Executive Forum Events


The future of shared services is here.

In fact, over 80% of Fortune 500 companies have implemented some form of shared services in their US operations.

Yet as the impact of 2020’s challenges continues to be felt, several key areas stand out as crucial for shared services’ success.

The pace of digital transformation has accelerated significantly with automation and digitization a priority. Organizations need to focus on increasing agility to adapt quickly to changes from both inside and out.

The future of work continues to change dramatically with shared services at the center of this shift. This once nice to have concept has shifted to need to have in the COVID era with agility and resiliency key to an organization’s survival.

Join the Argyle Digital Shared Services Leadership Forum for an insightful look at shared services as leaders in the industry delve into:

  • Solidifying and growing gains made during COVID
  • Strategies to scale automation across divisions and deepen usage into processes
  • Trends in AI in business services, and uncovering where the next big opportunity lies
  • Business resiliency in the post-COVID era, and how to proactively structure your organizational processes to withstand the next disruption
  • Creating agile operating models that support enterprise resilience 
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12:55 PM - 1 PM ET

Argyle Opening Remarks

1 PM - 1:25 PM ET

KEYNOTE PRESENTATION or FIRESIDE CHAT: How Shared Services Reinforce Resilience

More than ever, companies require organizational elasticity to stay in tune with the accordion-like behavior of the economy. That is why executives are evaluating whether their companies should implement shared services models, particularly for teams, such as those in finance, IT, and human resources, whose performance does not depend on their locations. During this session, we will discuss how companies sustain their resilience by establishing shared services, and which attributes characterize companies that are able do so effectively.

1:30 PM - 1:55 PM ET

THOUGHT LEADERSHIP: Best Practices in Shared Services

We highlight best practices for implementing shared services.

2 PM - 2:50 PM ET

PANEL DISCUSSION: A Finance Leader's Guide to Shared Services *CPE Eligible*

Despite their efforts in response to the pandemic to improve their visibility into and control over their financial health, many businesses continue to encounter the dual challenges of long-entrenched silos and shrinking resources. During this session, we will outline what finance executives need to know about adopting centralized shared services models for the finance and accounting teams they lead. We will also discuss how finance executives determine which other areas of their companies lend themselves to shared services models, and what types of performance criteria finance executives should focus on to measure and maintain the success of these models.

2:55 PM - 3:20 PM ET

THOUGHT LEADERSHIP: Stay Tuned for Further Details!

3:25 PM - 3:55 PM ET

KEYNOTE PRESENTATION or FIRESIDE CHAT: The State of Technology in Shared Services

In recent years, companies have often considered but have not necessarily adopted technological advances, such as robotic process automation and machine learning, that streamline many of the routine and repetitive administrative tasks shared services teams perform. During this session, we will explore how executives determine which aspects of shared services their companies ought to automate. We will also discuss how shared services teams can use automation to augment the organizational and analytical skills that make these teams so valuable to their companies.

3:55 PM - 4 PM ET

Argyle Closing Remarks

Attend this event and earn FREE Continuing Professional Education (CPE) Credit

Field of Study: Finance
Level: Intermediate
Prerequisite: None
Advance Preparation: None required
Delivery Method: Group Internet-based
Recommended CPE Credit(s): 1

Event Inquiries: For inquiries as well as complaints concerning this event, you are welcome to send an email message to Please note that only those who attend the live event will have the opportunity to earn continuing professional education (CPE) credit in connection with this event. Because there is no charge to register for this event, there are no refunds following registration for this event.

To be eligible to earn one CPE credit during each session that offers attendees the opportunity to earn CPE credit, you must answer at least three polling questions while attending the session for a minimum of 50 minutes.

Argyle Executive Forum is registered with the National Association of State Boards of Accounting (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: