Board of Directors

Ensuring Excellence

Our Board consists of senior professionals from the world of Shared Services and Global Business Services, who support the Forum by committing their time, experience and expertise. Their involvement ensures we deliver relevant, consistently high-quality events and networking and learning and development opportunities to our members.  

Lisa Hooley

Lisa is a dedicated Board Director at the Shared Services Forum UK and has been involved in shaping the forum since its inception.  A visionary leader, Lisa is passionate about making global change happen by delivering strategic business transformation and operational performance improvement, whilst creating value and legacy through people, organisation and culture.   Always taking a positive-thinking approach to excellence, Lisa takes pride in being genuinely herself with everyone.  The ethos of the Shared Services Forum very much reflects Lisa’s core beliefs that communication is key and that people will always make the difference.

With international expertise in leadership, business transformation, strategic organisation design, business system implementation, shared services, and business optimisation Lisa is an FCMA, Lean Six Sigma Black Belt and Prince 2 Practitioner. Her work is primarily focused on strategic business change enabling growth, where she is passionate and committed to delivering performance improvement and business scalability by empowering people, transforming culture, and optimising end to end processes.

Lisa has a wealth of experience within the Shared Services industry.  Her prior roles include Vice President of Shared Services at SPXFLOW Corporation, where she led and developed Global Business Services for the EMEA and US/Canada regions, across Finance, HR, Customer Service, Travel, Controls and central facility services activities, in addition to leading the Business Transformation team and significant projects - and Managing Director of TetraPak Business Services, where her focus was on building and leading Finance Shared Services and delivering significant organisational projects for the EMEA region.

Always community-minded, alongside the above, Lisa somehow finds the time to be an enthusiastic co-Chair of Governors at her local primary school.

David Herd

David is a highly regarded Board Member and acting Finance Director, who has been instrumental in the evolution of the North West Shared Services Forum to today’s thriving Shared Services Forum UK. Having been involved from its very beginning, David provides an active hands-on leadership role in the Forum’s developmental pathway and strategic direction.

In his day job, David runs his own professional consulting business, which specifically operates in the Shared Services industry. He has carved out an impeccable track record, having undertaken a plethora of assignments spanning many business segments. David is a well-rounded leader with a wealth of transferable skills acquired during a deep career covering financial controllership, shared service start-ups, BPO service delivery, people leadership and business change management in many global enterprises. He brings a wealth of experience and an engaging personality to the Forum and is never one to side-step a challenge!

David is passionate about the Forum’s continued evolution, its future journey and its ethos of promoting the exchange of best practice at all levels across the community, delivering events with the chance to network and to have fun along the way. He relishes the opportunity to challenge and strive for successful outcomes and never fails to put the interests of members first. “What excites me most about my involvement is that the Forum offers me a space to take part in something I am truly passionate about where the absolute bed rock is engaging with like-minded people either open to sharing their story or seeking guidance”.


Shared Services Forum UK offers an extensive package of member benefits including the opportunity to network with like-minded professionals, whose passion is the pursuit and deployment of business excellence in Shared Services. 

Member Benefits

  • Share, explore ideas and get best practice advice and news with unlimited access to our curated Network Hub and exclusive members only website.
  • Receive a limited number of delegate places to our flagship Annual Conference.
  • Invitations to three Leaders’ Meetings per year for learning, debate, and high-level networking in first-class surroundings.
  • Become part of our 7 Practitioner Networks and attend quarterly Network Meetings with your team. Network with industry leaders and organise valuable and informative site visits.

If you’re passionate about the pursuit of business excellence and are eager to join in and engage with our lively community, then we want to hear from you. 

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