Costa Rica Marriott Hacienda Belén
San José
Costa Rica
9 am to 12 pm Costa Rica Time
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The first Shared Services Centers Forum in San José, Costa Rica. (Eduardo Lopez Photography
Shared Services Centers Forum
Council of the Americas will host its second forum on the topic in Costa Rica with sessions on the region's economic outlook, automation, and talent.
9 am to 12 pm Costa Rica Time
Costa Rica Marriott Hacienda Belén
San José
Costa Rica
Share
Overview
After the success of our first forum in 2025, Council of the Americas will return to San José, Costa Rica, one of Latin America's leading hubs for shared services centers.
The private, by-invitation-only program, will bring together heads of Shared Services Centers and senior finance executives for a day of dialogue centering on the regional economic outlook and the priorities shaping the sector, including process automation and talent retention strategies.
Registration: RSVP to Natalia Posada at cfoprogram@as-coa.org
Program Information: Luciana Sabillon at lsabillon@as-coa.org
Sponsorship Opportunities: Cyndi Balladares at cballadares@as-coa.org
Note: This event is only open for Shared Services Centers directors, heads of treasury, procurement, compliance, and accounts payable. If you are interested in sharing this invitation within your company, please contact cfoprogram@as-coa.org.
Agenda
9:00 to 9:30 am: Registration and Breakfast
9:30 to 9:40 am: Welcome Remarks
- Maria Lourdes Teran, Vice President, AS/COA Miami
9:40 to 10:20 am: Session I - Latin America Economic Outlook
An international economist will provide an overview of the region's economic outlook, highlighting key considerations such as tariffs, upcoming elections, and the major trend shaping Latin America's macroeconomic environment
- Gustavo Mendes, Latin America Economist, Bank of America
10:20 to 11:00 am: Session II - AI, Automation and the Future of Operations
Emerging technologies, including artificial intelligence and machine learning, are transforming shared services centers from supporting functions into strategic value drivers, with automation reshaping areas ranging from HR and finance to accounting and IT. How can leaders effectively deploy these technologies to enhance operations efficiency, scalability, and long-term competitiveness?
- Speakers to be announced
11:00 to 11:20 am: Networking Coffee Break
11:20 to 12:00 pm: Session III - Talent & Workforce Strategy in Shared Services Centers
As demand grows for specialized skills across technologies, data, and business functions, hared services leaders are redefining how they attract, develop, and retain talent. Panelist will share their experiences managing evolving workforce needs, upskilling teams, and building high-performing operations in increasingly competitive environment
- Sebastian Murillo, Director of Operational Excellence, Intel
- Sebastian Vázquez, Career Services Regional Hub Leader, Mercer
- Jorge Navarro, Executive Director, CamSCAT - Cámara de Servicios Corporativos de Alta Tecnología
12:00 pm: Closing remarks
- Ursula Haaker, Director, Global Payments Solutions, Andean, Central America & Southern Cone, Bank of America
Forum will be held in Spanish
Speakers
CFO Forum Series Sponsor
