Topic outline

  • 财务职能的精益管理 | Lean Management in Finance

    Collapse all Expand all


    本次活动由下列各方合作举办 | This is a joint event co-organized by







    本次活动得到下列方面的支持 | The event is supported by






    本次活动场地赞助方 | The hosting partner of this event is




  • 时间 | When


    2019年5月13日 13:30 - 17:30 （包括参观舍弗勒共享财务中心） |  May 13th, 2019, 13:30 – 17:30 (including guided tour in Finance Shared Service Center of Schaeffler）

  • 地点 | Where


    太仓市上海东路168号8幢，汇金大厦6楼，会议室“孔子”和“孟子” |

    Huijin Building, Building NO.8, No.168 East Shanghai road, Taicang. Meeting room：6F- Kong Zi & Meng Zi room


  • 活动用语 | Event Language


    英语 | English


    (陪同参观时将有中文解说 | During the guided tour, there will be Chinese guide)

  • 内容简介 | Content Outline


            国内外市场竞争压力的上升促使企业不仅要提高生产部门，而且同时还要提高财务等管理职能部门的效益和效率。| Increasing competitive pressure in domestic and international markets forces companies to improve efficiency and effectiveness not only in manufacturing operations but also in admin functions, such as Finance.


            财务职能部门的精益思维和精益项目非常重要，因为在非生产部门的许多作业流程中也存在“隐性浪费”。| Lean thinking and lean projects in the Finance functions are important, because there is also “hidden waste” in many activities of non-production areas.


            舍弗勒集团大中华区在这方面已经做了许多尝试，在财务部门也引入了精益管理的思想和实践。此次活动我们邀请到该公司财务共享服务中心的两位专家分享他们的见解、实战经验和心得。在活动期间，您将与发言嘉宾和其他与会者讨论以下共同感兴趣的问题。除此之外，您还将有机会参观舍弗勒大中华区的财务共享服务中心。 | Schaeffler Greater China has made many efforts to introduce Lean management thinking and practice also in the Finance function. Organizing this event, we are inviting two experts from Finance Shared Service team at Schaeffler Greater China to share their insights, practical experiences and lessons learnt. During the event, you will discuss with the VIP speakers and other participants about the following questions of common interest. Besides of this, you will have the opportunity to visit the Finance Shared Service Center of Schaeffler Greater China through a guided tour.

    • 舍弗勒集团精益管理有哪些核心要点 | What are the key elements of Lean Management in Schaeffler Group?

    • 财务职能部门是如何引入精益管理实践的 | How was the introduction journey of Lean management in Finance?

    • 财务精益管理项目有哪些成功经验可以分享 | Sharing of successful lean projects in Finance

    • 如何培养和维护精益管理的内部文化 | How to build up and maintain a Lean Management culture?


  • 演讲嘉宾 | Event Speakers

    • Page icon
      陈朝庭先生（Ted），高级总监，舍弗勒大中华区财务共享服务中心 | Mr. Chen, Chaoting (Ted), Senior Director, FSSC Schaeffler Greater China Page

              陈先生负责领导舍弗勒大中华区财务共享服务中心。 在过去的几年里，陈先生一直在推动流程标准化和优化。 他领导了财务领域一些精益项目和IT系统上线项目，比如OCR文档扫描识别项目以及和从采购到付款的作业流程相关的Tradeshift系统项目，提升了财务部门的劳动生产力和效率。
              在2012年加入舍弗勒之前，陈先生曾在通用电气和其他跨国公司工作。 他是FCCA，毕业于上海对外经贸学院会计专业。

      Mr. Chen is leading the Financial Share Service Center. In the past years, Mr. Chen has been driving continuously process standardization and optimization. He led some lean projects and systems introduction such as OCR scanner and Tradeshift for Purchasing-to-pay process, which improved the productivity & efficiency in Finance.

      Before he joined Schaeffler in 2012 Mr. Chen worked in GE and other multinational companies. He is FCCA, majored in Accounting from Shanghai Institute of Foreign Trade.

    • Page icon
      刘云芳女士（Rebecca），舍弗勒大中华区财务系统、流程和架构经理 | Ms. Liu, Yunfang (Rebecca), Manager Finance Systems, Processes and Infrastructure, Schaeffler Greater China Page

              刘女士拥有超过20年的财务专业经验，包括项目管理和精益管理。 她在财务流程优化方面拥有丰富的经验，成功开发并实施了财务领域的精益管理系统。她毕业于浙江大学管理与工商管理专业，在生产制造行业企业拥有丰富的工作经验。

      Rebecca Liu has more than 20 years professional experience in Finance, including project management and lean management. She has good experiences on finance process optimization, successfully developed and implemented the lean management system in the Finance area. Rebecca Liu has graduated in Management and Business Administration at Zhejiang University and has rich working experience in manufacturing companies.


    • 本次活动主持人是 | The facilitator of this event is
    • Page icon
      黄震博士， 企业咨询顾问和培训师 | Dr. Zhen Huang, Management Consultant & Trainer Page

  • 日程安排 | Event Agenda


    Time 时间

    Activity 活动

    13:30 – 14:00

    Registration, Coffee/Snacks and Networking | 签到、茶歇/午点和社交

    (catering service is available onsite | 现场提供点心和饮料)

    14:00 – 14:20

    Welcome remark by Mr. Alexander Tobert, Co-Leader of ICV East China | 由国际管理控制师协会华东小组副组长Alexander Tobert先生欢迎致辞

    Short introduction into CCOC / ICV China | 中国管理控制网上平台CCOC和国际管理控制师协会ICV中国简介

    14:20 – 15:30

    Presentation of Mr Chen Chaoting (Ted): Best practice sharing – Lean Management at Schaeffler Finance | 陈朝庭先生（Ted）演讲：最佳实战分享 - 舍弗勒财务职能部门的精益管理

    + Q&A session | 问答环节

    15:30 – 15:50

    Coffee Break | 茶歇

    15:50 – 16:50

    Presentation of Ms Liu Yunfang (Rebecca): How to sustain a Lean management culture? | 刘云芳女士（Rebecca）演讲：如何维护精益管理的文化？

    + Q&A session | 问答环节

    16:50 - 17:40

    “Lean Management @ Schaeffler Finance”: Guided Tour of the Shared Service Center| ”精益管理@舍弗勒财务职能部门“：现场陪同参观共享服务中心

    17:40 – 17:45

    Closing remark and farewell | 活动结束和告别留念

  • 活动报道 | Event Report