9th Annual ISM Services Conference - Agenda

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Building A Strong Services Procurement Strategy: Leadership, Sourcing and Global Perspectives
December 4-5, 2008
The Ritz-Carlton
Phoenix, Arizona


Thursday, December 4, 2008

8:00 - 8:15 a.m. Welcome
8:15 - 9:15 a.m. General Session

Services and the Global Sourcing Journey
Lori Yelvington
Vice President - Sourcing & Procurement Solutions
Allstate Insurance Company

Allstate Insurance Company has embarked on a new journey in its sourcing strategy: the expansion to global markets. The process includes procuring services from multiple offshore suppliers with a captive offshore technology/service center. Explore the company strategy, due diligence, governance, challenges, lessons learned and best practices. This informational presentation also highlights general industry offshoring trends and benefits.
9:30 – 10:30 a.m. General Session

Supplier Relationship Management (SRM) for Indirect Materials — Services
Erica D. Hill, C.P.M.
Director, Indirect Sourcing
MeadWestvaco Corporation

Traditionally, SRM has been viewed as a strategic priority for direct materials. Many companies have SRM programs in place to ensure cost, quality and delivery competitiveness as well as the added benefit of tapping into supplier innovation and expertise. However, on the indirect side, many of those same companies do not have an operational SRM program in place. While there are clear differences between direct and indirect goods and services, indirect suppliers offer enormous potential as indirect spend grows in importance. Indirect spend, like services, is rarely a top priority with senior management despite its economic and operational importance to the business. This session focuses on addressing the challenge of developing an SRM approach in the services space inclusive of key performance measures. Further, this session helps define the opportunities that launching a services SRM program can bring. Highlights include the planning needed to overcome barriers and tailor SRM concepts and practices to indirect spend while providing insights into SRM.
11:00 a.m. – 12:00 p.m. Concurrent Sessions

TC — Lessons Learned After Five Years of Sourcing in a Services Business
Joanna Martinez
Chief Procurement Officer

Five years ago, a group of procurement executives with consumer products/goods, pharma and consulting backgrounds set out to create a best-in-class strategic sourcing team at AllianceBernstein, one of the world's largest publicly traded global asset management firms. Learn how they've taken tools used in manufacturing industries and adapted them for financial services spends. Hear interesting insights on using the influence skills needed to successfully source indirect spend items.

TD — Effective Global Travel Management
Robert Freeberg
Global Sourcing Senior Manager
Oracle Corporation

Brian Tarble
Global Data and Technology Manager
Oracle Corporation

Discover how Oracle Corporation supports a revenue stream of approximately $20 billion per year with nearly 80,000 employees in 145 countries and an annual travel-related spend in excess of $600 million. The focus is on executing these strategies:
  • Global roll-out of self-booking tool
  • Single travel agent transitioning to a shared service center model
  • A philosophy founded on standardization, simplification and automation
  • Sustaining customer-of-choice mentality for both transient travelers and suppliers servicing Oracle Corporation
  • Mining and leveraging global data to achieve greater economies of scale, corporate governance, enhanced delivery and service quality
Discover the tools used to implement these strategies and the results achieved.
12:45 - 1:15 p.m. General Session

Economic Outlook 2009: The Year Ahead
Wayne Stutzer
Senior Vice President & Financial Consultant
RBC Wealth Management

Where does prosperity lie? Get a critical overview of the current economic prospects for growth and the future outlook of interest rates with financial expert Wayne Stutzer. With more than 25 years of experience as an investment executive, Stutzer now hosts "The Smart Investor" radio show on Arizona's News radio 92.3 KTAR FM every Sunday from 8-10 a.m., and Wayne's market report, "Stocks on Fox," on Channel 10 every weekday at 5:20 a.m., Phoenix. His presentation will provide attendees with the latest information and global perspectives on investment and financial markets.
1:15 – 2:30 p.m. General Session

The Hub Factor: Making Connections Count
Julia Hubbel
The Hubbel Group, Inc.

The ability to form meaningful, lasting and collaborative relationships is the single most important skill of the 21st Century. As we become increasingly more technical, our face-to-face exchanges become more essential. In this highly interactive, fast-paced program, learn how to get past the business cards, ask great conversational questions, tap into your natural charisma, develop your personal power, and influence and create relationships with others. Learn how to network with anyone, anywhere, in any situation. Never be tongue-tied again when you learn these connecting techniques!
3:00 – 4:00 p.m. Concurrent Sessions

TF — A New Approach to Global Staffing
Daniel Hanyzewski
Staffing Director of Global Functions

With more than 3,000 temporary workers supporting its operations, hear how Nike's staffing and procurement organizations collaborated to improve its human capital supply chain. Learn how they overhauled the company's disparate global staffing processes, resulting in a managed staffing program that leverages its buying power for contract labor. In addition, discover the following guiding principles for the initiative:
  • The need to leverage cost of goods, sales and administration
  • The opportunity to have visibility and accountability for both the acquisition and expenditure of supplemental labor
  • The need to mitigate risk
  • The need for sustainability — a program that can grow and move with the dynamic of the business

TG — Software Contracting From Legal and Cost Perspectives
Mark Grieco, ESQ.
Senior Partner
Grieco & Scalera PA

Kelly S. Longgrear, C.P.M., CTPE
Director of Strategic Procurement
National Cable Television Cooperative, Inc.

Learn how to protect your organization and save on expenses (or learn where they hide) when procuring software. Take away knowledge of warranty basics, remedies used in software contracts and learn about things you can change in your contracts. At the same time, gain examples and learn where costs can be found and addressed.
4:15 – 5:15 p.m. General Session

Your Personal Leadership Guarantees Indirect Procurement Success
Carol Danoff, CPIM
Former Director, Global Indirect Procurement
Colgate-Palmolive Company

Colgate-Palmolive is accelerating its global growth by embracing new ways to manage business processes, to strengthen internal and external partnerships, and to work as a cohesive global procurement team. Highlights include Colgate's procurement transformation journey, which focuses on optimizing efficiency and effectiveness, delivering strategic value to business operations and functional partners, and offering rewarding and interesting career opportunities to its procurement professionals. To successfully implement an indirect procurement program, you must set realistic expectations, manage the dynamics of change and demonstrate the value of procurement to key, sometimes resistant, stakeholders. Discover valuable lessons learned based on real-world experience.

Friday, December 5, 2008

7:50 – 8:00 a.m. Welcome
8:00 – 9:15 a.m. General Session

E-Sourcing for Services
Andrea Grable, C.P.M.
Worldwide Director, World Headquarters Procurement and Category Leader for Consulting, Temporary Labor and Professional Services
Johnson & Johnson

Chris Nelms
Managing Supervisor, Supply Chain Process & Systems
Ameren Corporation

Angelia A. Tucker, J.D., MBA
Manager, Contract Administration/Supply Chain
Texas Children's Hospital

Hear from a panel of supply practitioners who use e-sourcing tools to competitively bid services. Each of the panelists uses one of three systems for e-sourcing: Ariba, Oracle and SAP. They will provide background on the use of the tool, share examples of successful services auctions and review lessons learned. E-sourcing includes the strategy for the bid, the reverse auction, the process of choosing the supplier and contracting process. Includes a question and answer period.
9:30 – 10:30 a.m. Concurrent Session

UB — Building the Procurement Superhero
Mark Trowbridge, CPSM, C.P.M.
Strategic Procurement Solutions, LLC

David L. Nelson, C.P.M., CPIM, CSSBB, CQM
Sourcing Manager
American Family Insurance

Don't miss this bird's-eye view of talent management — which is a foundational factor in supply management performance. Explore innovative ways to find, select, develop and retain top-performing procurement personnel in today's competitive workplace. Key takeaways include:
  • Where to find top procurement talent
  • Avoid recruiting mistakes
  • Identifying skill sets and professional development opportunities
  • Pros/cons of skills testing/assessment methods
  • The dynamic staffing model
  • Training and preparing for the future
  • Pros/cons of professional development approaches
  • Measuring and managing staff performance
  • Secrets to retaining top performers

UC — Selecting Cost-Effective Green Supply Chain Programs for Your Organization
Yalmaz Siddiqui
Director, Environmental Strategy
Office Depot

What are green supply chain programs? In this session, you will learn what green means to the supply chain and learn about a cost continuum of green supply chain programs. Hear how to select programs that meet your specific organizational priorities and specific tools to green your office. Get tips to help ensure success in implementation of green supply chain programs.
10:45 – 11:45 a.m. General Session

Developing Internal Credibility and Adding Value Through Strategic Sourcing
Maureen Acker
Global Procurement, Manager for Human Resource Services
The Dow Chemical Company

Learn how one organization used strategic sourcing to not only add value to the company but to also improve internal partner engagement. Supply managers supporting human resources departments often struggle with engagement and support of their internal partners. Through strategic sourcing and establishing a partner engagement model, learn how you can gain credibility with your clients and help them meet their long-term strategic objectives.
11:45 a.m. Closing Remarks

Select Supplier Showcase

Information Leads to Innovation

Take a break and visit our Select Supplier Showcase. Use this time to gain information — find out what’s new and start building a path toward complete integration.

Thursday, December 4, 2008
7:00 – 8:00 a.m. Breakfast
9:15 – 9:30 a.m. Networking Break
10:30 – 11:00 a.m. Networking Break
12:00 – 1:15 p.m. Lunch
2:30 – 3:00 p.m. Networking Break
4:00 – 4:15 p.m. Networking Break
5:15 – 7:00 p.m. Networking Reception

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