Member Meeting 2010 Breakout Sessions

APQC’s Member Meeting 2010 Breakout Sessions

Breakout sessions will be led by a mix of industry thought leaders, practitioners, and APQC staff who participated in APQC research projects in the past 24 months. These sessions have been grouped together by tracks to best fit your needs and provide you with an overview of the findings and examples of real-world applications that can help solve your most critical challenges. All tracks will feature one session that will embed APQC's renowned knowledge management expertise.

See something that interests you below? Take a look at some of these best practice reports related to the content you'll hear in the sessions.

Adopting Business Frameworks

Human Capital Management Track

Financial Management Track

Supply Chain Management Track

Adopting Business Frameworks Track

Participants in this track will hear the benefits and challenges faced when adopting frameworks, and take back real-world advice and adoption strategies.

  • Using the Process Classification FrameworkSM and Open Standards Research to Document and Manage Cross-Functional Business Processes

Thursday, 10:20–11:20 a.m.
John Tesmer
, Manager, Open Standards Research, Research Services, APQC
Jeff Varney
, Senior Adviser , Process Improvement Practice Lead, APQC

Organizations that are mature enough to think about processes as they cross functional boundaries sometimes begin to realize they’re not prepared to adequately managing these new behemoths. This session will review how processes across functions can be assembled into easily manageable chains that reduce confusion and facilitate simple management and oversight.

  • The Value of BPM Reference Models

Thursday, 11:40 a.m.–12:40 p.m.
Marc Scharsig, Senior Manager, Accenture

Business Process Repositories and Reference Models are essential elements for the successful adoption of business frameworks. This session focuses on the application of an efficient and effective business frameworks adoption approach and will use client case studies to demonstrate its practical relevance.

  • BPM with a KM Twist: Using the APQC Process Classification Framework to Guide Process and Knowledge Management

Thursday, 2:00–3:00 p.m.
Matt Foste
, Senior Business Process Analyst, Williams Exploration & Production
Sondra Holt
, Manager, Business Processes, Williams Exploration & Production

Ever wondered how to apply the frameworks and tool kits offered by APQC to day-to-day operations? This session will focus on the adoption of the APQC Process Classification Framework and how Williams Exploration & Production uses it to guide its consolidated approach to business process, knowledge, and records management. By understanding the history, approach, and lessons learned, attendees will take away a practical approach to a framework that can be implemented in any organization.

  • Business Process Management for the Beginner: Deploying the APQC Process Classification Framework

Friday, 10:40–11:40 a.m.
Maureen Gervais, Program Manager, Global Business Process Management, Pitney Bowes Inc.

The deployment of APQC’s framework is a significant undertaking for any organization. This session will focus on the ongoing journey of the Process Classification Framework deployment in a large enterprise with multiple business units, looking at how the effort gained groundswell support in one unit and expanded to encompass additional units one win at a time. A discussion of the process maturity level, change management strategy, and lessons being learned will provide attendees with real-life approaches that they may utilize within their organization, as well as examples of business unit-specific benefits that may be achieved.

Financial Management Track

Sessions in this track will provide participants with tools that will help promote and implement process improvement initiatives, strategies to prove the costs to the CFO, and lessons learned from practitioners who have been involved in projects in the areas of compliance and talent management.

  • Use of a Process Framework in Financial Compliance Processes


    Thursday 10:20–11:20 a.m.
    Barbara Brooks
    , Manager of Accounting Services, Marathon Oil Company

Marathon used a process framework when designing its Sarbanes-Oxley (SOX) 404 compliance program to enable the company to document and assess the risk of financial processes across a diverse group of functions and locations. As its SOX 404 processes matured, Marathon used the process framework concepts to facilitate use of a common technology platform across multiple compliance initiatives. 

  • Talent Management and Development in Finance: A Best Practices Discussion (Joint Financial Management and Human Capital Management Session)

Thursday, 11:40 a.m.–12:40 p.m.
Panel discussion
Moderator: Neville Sokol, Senior Adviser, Research Services, APQC
Panelists:
Nena Nodge, Director, Treasury Operations & International Trade Finance, Sysco Corporation
Paula S. Sharp, SPHR, GPHR, CCP, CBP, GRP, Vice President, Human Resources, TPC Group
Mary Driscoll, Senior Research Fellow, Financial Management, APQC

Many CFOs believe their department is barely able to meet the current demand for skilled professionals, creating the need to attract, keep, and develop high performers. The finance organization also needs to improve their capability to transition from simply reporting historical financial data and ensuring compliance to becoming more predictive and actively partnering with the business in decision making, creating a need for professionals with skill sets in addition to just finance. Take part in a facilitated discussion on current trends and issues with human resources and financial management peers. Panelists representing both human capital and financial management will guide attendees in addressing issues including challenges faced and best practices in recruiting, developing, and retaining top talent.

  • The CFO's Agenda

Thursday, 2:00–3:00 p.m.
Mary Driscoll
, Senior Research Director, Financial Management, APQC

Relentless economic uncertainty and intense pressure from boards of directors over the past 18 months have forced chief financial officers (CFOs) and their teams to do more with less—while delivering reliable advice to business managers on how to spend cash and invest capital wisely. During this presentation, attendees will explore the vanguard of financial management and examine up close the process-improvement journeys of several best-practice finance teams that were showcased during recent collaborative studies conducted by APQC.

  • Imaging Intervention—Advancement of Accounts Payables

Friday, 10:40–11:40 a.m.
Kurt Ohlenbusch, AVP of Disbursements, Concentra, Inc.

Concentra, Inc., undertook the daunting task of converting accounts payable from a manual, paper-driven environment to a streamlined imaging environment. This presentation will take attendees through the change process from its beginning to today and present next steps to build on the foundation created. Topics will include a more controlled environment, operational efficiencies, leveraging of technology for growth, and other related issues

Human Capital Management Track

This track will feature sessions including a report out of the best practices gleaned and lessons learned from APQC research over the past couple of years as well as a joint session with subject matter experts and peers in the finance space to discuss the recession’s affect on the recruitment and training of finance professionals.

  • Review of APQC's Human Capital Research

Thursday, 10:20–11:20 a.m.
Rachele Williams
, Project Manager, APQC

Are your organization’s retention efforts strong enough to keep your best performers as the economy picks up and new opportunities arise? Are your engagement programs competitive and enticing to potential hires? APQC’s Rewarding, Engaging, and Retaining Talent collaborative benchmarking project involved an in-depth study of the key talent engagement practices of three best-practice organizations: 3M, Infosys, and Schlumberger. Attendees of this session will receive a complete review of the study’s findings and take back the lessons learned and best practices to implement at their own organizations. They will also learn the challenges and issues faced by HR professionals reported during the study’s  voice of customer process and be among the first to receive a sneak-peak at—and opportunity to provide feedback on—upcoming APQC research.

  • Talent Management and Development in Finance: A Best Practices Discussion (Joint Financial Management and Human Capital Management Session)

Thursday, 11:40 a.m.–12:40 p.m.
Panel discussion
Moderator: Neville Sokol, Senior Advisor, Research Services, APQC
Panelists:
Nena Nodge, Director, Treasury Operations & International Trade Finance, Sysco Corporation
Paula S. Sharp, SPHR, GPHR, CCP, CBP, GRP, Vice President, Human Resources, TPC Group
Mary Driscoll, Senior Research Fellow, Financial Management, APQC

Many CFOs believe their department is barely able to meet the current demand for skilled professionals, creating the need to attract, keep, and develop high performers. The finance organization also needs to improve their capability to transition from simply reporting historical financial data and ensuring compliance to becoming more predictive and actively partnering with the business in decision making, creating a need for professionals with skill sets in addition to just finance. Take part in a facilitated discussion on current trends and issues with human resources and financial management peers. Panelists representing both human capital and financial management will guide attendees in addressing issues including challenges faced and best practices in recruiting, developing, and retaining top talent.

  • Enhancing Organizational Performance: APQC Helps Set the Cornerstone

Thursday, 2:00–3:00 p.m.
Pat Powaser
, Manager, Employee & Organization Development, Occidental Petroleum Corporation
Michael Keough
, VP, Human Resources Consulting, Occidental Petroleum Corporation

What started out as a simple exercise to revise a performance rating scale blossomed into a multi-year odyssey to change company culture, and create processes and tools that integrated performance management, employee development, and succession planning. Along the way, a number of APQC benchmarking studies fueled “aha!” moments and challenged inside-the-box thinking. This session will highlight some of the tools that were created, help participants understand the importance of knowing when breakthroughs are appropriate and when baby steps make more sense, and illustrate some of the stumbles Occidental Petroleum has made along the way.

  • Knowledge Management From A Human Resources Perspective

Friday, 10:40–11:40 a.m.
Tim Bridges, Director of Knowledge Management, The Boeing Company

Boeing launched its enterprise knowledge management effort jointly from within its human resources organization and its engineering, operations, and technology organization. Knowledge management shares many of the traditional goals of human resources groups, including human capital utilization, skill retention, a multi-generational work force, and rewards and recognition. Attendees will receive a human resources perspective on initiating a companywide KM transformation based on people, behaviors, and alignment with business objective. 

Supply Chain Management Track

Participants will learn process improvement tools and best practices in the areas of new product and service innovation, product development, procure-to-pay, and strategic sourcing.

  • Chain Reaction: From Suppliers to Customers and Back

Thursday, 10:20–11:20 a.m.
Rachel Brill
, Project Manager, APQC
Marisa Brown
, Director, Knowledge Center, APQC
Erin Williams
, Project Manager, APQC

Drawing on their experiences managing APQC research projects, the presenters will share some of the key lessons they have learned and the benefits for attendees. The session will focus on three recent APQC projects: New Product and Service Innovation: Improving Front-End Effectiveness, Improving Procure-to-Pay Processes—From Suppliers to Cash in the Bank: What Works?,and Innovation: Putting Ideas into Action 2009.

The presentation will also include links to relevant content available in APQC’s online Knowledge Base.

  • U.S. State of Logistics Report—The Great Freight Recession

Thursday, 11:40–12:40 p.m.
Rosalyn Wilson, Senior Business Analyst, Delcan Corporation

U.S. business logistics costs fell to 18.2 percent in 2009. What trends from 2009 have impacted 2010? The 21st Annual State of Logistics Report, sponsored by the Council of Supply Chain Management Professionals and Penske Logistics, provides in-depth analysis of the data, trends, and regulatory changes in the supply chain industry. How has your business been affected by the economy and logistics costs? What can you expect in 2011 and beyond, and what are the implications for your business?

Learner Objectives: Find out what 2009 trends have made an impact in 2010 and will in 2011. Hear how the industry has been affected and how companies are reacting.

  • Designing an Effective Metric Chain-Based Dashboard

Thursday, 2:00–3:00 p.m.
Scott Barnes,
Global Business Process Manager, Champion Technologies

Is there a simple process to sort through all the success variables that go into determining what should be included in a vibrant and robust metric chain–based dashboard?

Business is dynamic, and processes need to be as lean and efficient as possible. Too often the dashboards or scorecards used to manage business units are created via a top-down process, resulting in dashboards that are just subsets of what the senior-executive cabinet has determined it needs to monitor for organizational success.

Process managers, however, need a metric chain–based dashboard that assists them in monitoring and managing their processes based on key performance variables. The process level is where the real work is performed, so organizations must use dashboards based on metric chains to expertly monitor and manage their vital processes. These dashboards can then roll up into the senior-executive cabinet’s dashboard.

This session will describe the process for developing a realistic metric chain–based dashboard by using performance logic (a tree diagram depicting the upstream performance drivers for a downstream business objective based on the variables that impact a significant performance measure), which will lead to an efficient Performance-Planned and Performance-Managed (PP/PM) system.

  • Securing Savings by Assessing and Transforming the Supply Chain Function

Friday, 10:40–11:40 a.m.
Grant Poeter
, Senior Manager, KPMG
Michael Collins
, Senior Manager, KPMG

This presentation will showcase how companies can leverage both quantitative benchmark data from organizations such as APQC and qualitative peer comparison information to assess their relative supply management maturity, identify gaps, and then develop a comprehensive “Transformation Map.” The presentation will outline some of the broader design, analysis, and implementation issues while utilizing real-world examples from work at a large pipeline company and a Fortune 50 integrated oil and gas company.

At the conclusion of the session, participants will be able to describe how quantitative and qualitative data can present a much clearer picture of an organization’s position and describe the steps involved in developing a Transformation Map.