September 10, 2015 · BAE Systems Resource Center · Charlotte, NC www.DefenseSharedServicesTour.com

An inside look into one of the world’s leading global defense, security and aerospace companies!

BAE SYSTEMS SHARED SERVICE OPERATIONAL STATISTICS

Key Responsibilities

Oversee the HR shared services function which provides inquiry and transactional services for over 30,000 BAE Systems employees throughout the U.S. and processes over 150,000 transactions annually

Lead a staff comprised of 50 HR/Payroll/HRIS professionals

Partner and liaison with Centers of Expertise (COE) and Business Sectors in support of organizational goals and objectives

Manage departmental financial and service level targets

Responsible for the overall safety, health and welfare for the Resource Center facility and employees

Tom Nesteruk

Director HR Shared Services / Resource Center

Site Manager BAE Systems

Lynn Roberts

Director Finance Shared ServicesBAE Systems

Key Responsibilities

Oversee daily operations of the Finance Shared Services, which includes accounts payable, payroll/time collection, travel and expense, business operations, audit and compliance and the Finance Contact Center

Accountable for operational performance against goals and metrics, creating and implementing shared services strategy and partnering with business sector leaders to meet customer service expectations

Lead a staff comprised of 148 Finance professionals

Manage departmental financial and service level targets

BAE Systems Shared Services JourneyBAE Systems’ shared service leaders will go in depth about the strategy and structure of their center whose mission is apply best practice, common solutions and the economies of scale to services that help make processes simpler, more productive, and more cost effective. By harnessing the benefits of Shared Services, BAE Systems can concentrate on its core business, knowing its work is supported by the SSO’s expertise.

BAE Systems chooses Shared Services for:· Using service level agreements to record and measure deliverables· Implementing a robust Customer Satisfaction (perception) process· Driving Continuous Improvement through a passion for service excellence· Transparent tracking of customer benefits· Externally benchmarking what we offer to ensure cost, service and capabilities remain highly competitive

Tom Nesteruk

Director HR Shared Services / Resource Center

Site Manager BAE Systems

Lynn Roberts

Director Finance Shared ServicesBAE Systems

Key Responsibilities

• Oversee day-to-day operations of the HR Shared Service Center

• Lead, develop, and manage the performance of twelve HR/Payroll representatives

• Maintain an effective team environment with a strong accountability for customer service

• Monitor and analyze call statistics to improve processes and efficiencies to better support HRSS customers and maintain service level objectives

• Identify and implement systemic changes to improve transactional processes

Key Responsibilities

• Responsible for delivery of payroll and time collections services to employees located across the enterprise in the US and on international assignments  

• Provide strategic direction for managing payroll operations and time and labor systems  

• Interact with Finance, Human Resources, Benefits, Labor Relations, and Center of Excellence teams across the enterprise

• Lead a team of 50 finance professionals

Lynette Brinkley

Human Resources Manager

BAE Systems

Lorraine Winslow

Payroll DirectorBAE Systems

Key Responsibilities

• Provide leadership and oversee day-to-day operations of the IT Service Desk

• Ensures customers are provided cost efficient, effective, and timely support for IT related issues or requests

• Implement methodologies to improve first-call resolution

• Provide daily, weekly, and monthly metrics, status reports, and graphical reporting to senior leadership

• Drive team goals for call, ticket, and quality performance based on performance standards

Key Responsibilities

• Proven leader in multi-faceted environments• Created the foundation of many well performing

teams spanning across multiple locations, disciplines and vendors

• Professional experience in HR and Finance Shared Services, Financial Services and Healthcare with results delivery in operations, project/program management, customer care, contact center and solutions delivery

• Core strength in development and understanding of metrics and key performance indicators for performance management, industry competitiveness and results delivery.

Todd MaffeIT Service Desk

ManagerBAE Systems

Toni-Stone Brinson

U.S. Shared Services Customer Care

Resource CenterBAE Systems

Key Responsibilities

• Lead the Travel Expense team consisting of 13 auditing operations personnel, four card management professionals, and two Concur expense tool administrators

• Responsible for T&E and purchasing card issue, management, and maintenance in addition to expense auditing

• Manage accurate and timely processing of company travel and purchasing card expenses

• Responsible for processing candidate travel expense supporting Talent Acquisition Key Responsibilities

• Responsible for the day-to-day operations of the accounts payable department

• Maintain and stabilize existing and new processes related to the AP implementation as well as agreed service-level agreements

• Supervise four direct reports and 49 indirect reports

• Manage the processing of approximately 47,000 invoices per month

• Oversee the full and timely disbursements cycle to Suppliers via EFT, checks and wires

• Coordinate supplier 1099 tax reporting process

Dave O’Brien

Travel & Expense Manager

BAE Systems

Hector Montalvo

Director of Accounts Payable

BAE Systems

Behind the Scenes Tour of BAE Systems’ Shared Services OrganizationSee and feel first hand what goes on at this site. Hear leaders of each function or process discuss their corefunctions and services.

BAE Systems Shared Services Tour Leaders:

BAE Systems Resource Center• Official launch: Dec.19, 2011 • Offering HR and Travel & Expense

services

Current core functions: • Human Resources• Payroll & Time Collection• Travel & Expense • Accounts Payable • IT Service Desk

Staffing: Supports over 200 onsite personnel

Transactional processing per year: • $7 billion in financial disbursements• 150,000 employee HR transactions • 360,000 IT contacts

Primary customers include employees, managers, and vendors of BAE Systems Business Sectors

Lynette Brinkley

Human Resources Manager

BAE Systems Lorraine Winslow

Payroll DirectorBAE Systems

Todd MaffeIT Service Desk

ManagerBAE Systems Toni-Stone

BrinsonU.S. Shared Services

Customer CareResource Center

BAE Systems

Dave O’Brien Travel & Expense

ManagerBAE Systems

Hector Montalvo

Director of Accounts Payable

BAE Systems

Key Responsibilities

With more than 20 years of experience in the design, strategy and implementation of HR programs, Mark Imhoff joined Time Warner Cable as the Vice President of HR Operations in November 2009. In his current role, Mr. Imhoff manages the company’s HR operations organization, which includes corporate benefits, HRIS, employee relations and the employee services center.

Prior to joining Time Warner, Mr. Imhoff most recently served as the Director, People Services North America, for Alcoa in Pittsburgh, Pa. He managed Alcoa’s North American HR shared service department, which included benefits administration, global HRMS strategy and operations, payroll, travel and expense, expatriate administration, relocation, customer service and health and welfare plan management.

Mark ImhoffGroup Vice President,

HR OperationsTime Warner Cable

Ken Hicks VP, HR Shared Services

Rexam

Key Responsibilities

Rexam is a leading global producer of beverage cans for companies such as Coca-Cola, Anheuser-Busch, Red Bull and Pepsi. Ken has held leadership roles in operations and engineering with Newell Rubbermaid and Rexam. Seven years ago he transitioned to Human Resources and implemented HR shared services in North America, utilizing his operations background and six sigma tools throughout the development. With Shared Services Rexam has been able to refine processes, standardize policies across the businesses and provide new services with a more cost effective model.

You’ve Tackled the Big Stuff… So What’s Next? Finding Additional Opportunities to Leverage Mature Shared Services OrganizationsWhen you think of HR shared services what comes to mind? Benefits administration? Payroll? Leave of absence?Employee data collection and maintenance? This session will examine how the Time Warner Cable (TWC) HR shared service organization has gone beyond the traditional shared service offerings to deliver scalable solutions to business problems and reduce financial liabilities. Attendees will hear how the use of HR shared services in conjunction with technology and strategic outsourcing has allowed TWC to make a significant impact on its hiring and unemployment claims processes.

Mark ImhoffGroup Vice President,

HR OperationsTime Warner Cable

Does Reorganization Equal Disorganization? How Does M&A, Divestiture and SSO Restructuring Impact the Shared Services Strategy?Obviously SSOs don’t live in a vacuum. Forces that propel the business in one direction or another have a direct and oftentimes massive impact on the SSO. One of these forces are M&As and Divestitures, which usually cause huge reorganization initiatives that take time, cash, and attention.

In this session, executives from companies who have gone through the choppy waters of reorganization give tips to:· Manage multiple platforms· Continue to provide the services developed over the years, but at a more effective cost model· Minimize the growing (or shrinking) pains of an M&A/ Divestiture while keeping the Customer top-of-mind in SSO reorganization.

Ken Hicks VP, HR Shared Services

Rexam

What Is the Future for Shared Services?· How are service delivery models changing and how can SSOs adapt quickly and more efficiently?· How are outsourcing relationships changing and how can they be managed more effectively?· How can SSOs best take advantage of the potential business analytics and intelligence has for the organization?· How can SSOs better work with the businesses to improve relations and guarantee buy-in?….and more!

Other Panelists Include: Kurt Pearson, Strategic Planning Manager, Enterprise Global Services Strategy , Wells FargoJill Barkley, Senior Director, Customer & Team Member Care, Family Dollar

Mark ImhoffGroup Vice President,

HR OperationsTime Warner Cable

Ken HicksVP, HR Shared Services

Rexam

September 10, 2015 · BAE Systems Resource Center · Charlotte, NC www.DefenseSharedServicesTour.com

The BAE Systems Site Tour, taking place in Charlotte, NC on September 10th, is an exclusive event for leaders responsible for their shared services and transformation initiatives, especially in a multifunctional shared services organization.

To view all sessions, topics, and speakers take a look at the official agenda or visit www.DefenseSharedServicesTour.com.