Delegate FAQs

Answers to commonly asked questions

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Delegates

To ensure Exchange offers the highest degree of relevancy for attendees, only VP and C- level executives and departmental decision makers are invited.

Delegate Job Titles

The delegation at the Shared Services Exchange will be comprised of shared services executives and finance and accounting executives with the following job titles

• President
• Senior Vice President
• Vice President
• Executive Director
• Senior Director
• Controller
• Chief Financial Officer
• Chief Information Officer
• Chief Accounting Officer

The Shared Services Exchange Delegates oversee the following functions:

Accounts Payable Accounts Receivable Benefits Administration Billing and Collection Cash Management Commissions Compliance Contact Centers Corporate Communications Credit & Collections Document Management Employee Services

General Ledger Health & Safety Information Systems & Technology Payroll Procurement Real Estate Sourcing Supply Chain Travel & Expense Management Treasury Workflow Management

Terms and Conditions

This is an exclusive-invitation only event. If you have not received an invitation and would like to apply to attend please fill in our invitation application. Registration for qualifying delegates includes:

• 2 nights accommodation at the exclusive resort.
• Access to the secure pre-event website to customize your schedule for the Exchange
• Selection of executive roundtables, keynote presentations and conference sessions
• Selection of one-to-one business meetings with service providers
• Breakfast, lunch and refreshments
• Welcome Dinner on Day 1 and Networking Dinner on Day 2
• Personal copy of the event catalogue

Cancellations and substitutions

Participation in the Exchange is agreed for the named delegate only. In the event that the delegate named is unable to attend due to unforeseen circumstances, written notice of cancellation must be provided 6 weeks in advance of the Exchange. Substitute representatives are permitted to replace the delegate, on guarantee of equivalent authority, and subject to acceptance by the Organizer. Substitutes will only be admitted to the meeting at the Organizer’s discretion. In the case that a suitable substitute is not available, a cancellation fee equivalent to US $2,950 will be applied.

Documentation

Participation in the Exchange involves providing information on the nature of the delegate’s company activities. This is requested for the sole purpose of maximizing the delegate’s time at the Exchange, by allowing the Organizer to tailor the program to their needs, and to establish the ability of participating service providers to offer relevant services. The individual delegate agrees to complete and return all documentation and meeting and workshop selections before the requested deadlines, as specified by the Organizer.

Alteration, Postponement or Cancellation of Exchange

The Organizer will strive to adhere to the advertised Exchange program, but reserves the right to alter the package (i.e. location, date, features etc.), if deemed necessary and in the best interest of the Exchange. In the event that the Exchange is postponed, for any reason, including but not limited to Force Majeure, the delegate’s registration under this Agreement will be immediately transferred to the rescheduled event. The Organizer is not responsible for any loss or damage as a result of an alteration, postponement or cancellation of any Exchange, and shall assume no liability whatsoever in the event this is due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable 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 emergency.

Miscellaneous

The delegate agrees to hold the Organizer harmless for any injury or death that may occur at the Exchange. The Organizer is not responsible for the conduct of the delegates while at the Exchange, and is also not responsible for any costs, damages and/or expenses associated with the delegate’s transportation to/from the Exchange, hotel accommodations or third party services, whether or not arranged by the Organizer in connection with the Exchange.