11 - 13 February, 2014
TBD, Charlotte, NC

Day Three Complex Services Spend & Category Management

February 13, 2013

 

8:00 Breakfast & Registration
Breakfast & Registration
8:45 Chairperson’s Opening Remarks
Bruce Morton, Chief Marketing Officer, Allegis Group Services
Chairperson’s Opening Remarks
BM

Bruce Morton
Chief Marketing Officer, Allegis Group Services

As a distinguished thought leader and global innovator, Bruce has over three decades of experience within the human capital and workforce management industry. Throughout this time he has seen a massive shift in the way organizations manage their greatest asset; people.As a sought after and renowned international speaker, Bruce has stimulated audiences across Europe, US and Asia with his fresh and [read more]
9:00 Category Management Strategies (Panel)
Craig Demarest, Senior Director, Chief of Procurement, RJ Reynolds
Tracy Joshua, Chief Procurement and Logistics Officer, Detroit Public Schools
Anders Lillevik, Chief Procurement Officer, Fannie Mae
A key challenge for you as a procurement executive is to increase transparency in the services your team supports. We discuss category management strategies and segment analysis to identify when to challenge your sourcing and procurement strategies, as well as how to use technology to manage your categories:
  • What effective category management practices can you deploy?
  • Best Segment Analysis Practices: Effective segment analyses practices by geo, supply base, current/upcoming segment developments
  • Examples of new tools and technology used to manage specific categories (E.g. Integrated HR, Marketing Digitalization, MRO visibility, ...)
Craig Demarest

Craig Demarest
Senior Director, Chief of Procurement, RJ Reynolds

A supply chain professional with over 28 years of experience in the Tobacco, Plastics, Food and Pharmaceutical Industries. Responsibility for $1.8 billion in spend across the RAI operating companies, includes direct, indirect and capital procurement.Directs teams in Memphis TN, Oxford NC, Santa Fe NM, as well as centralized indirect and direct groups in Winston-Salem NC
Tracy Joshua

Tracy Joshua
Chief Procurement and Logistics Officer, Detroit Public Schools

Anders Lillevik

Anders Lillevik
Chief Procurement Officer, Fannie Mae

9:30 Innovation Spotlight: Introducing SpendHQ: An innovative approach to extraordinary spend visibility and category management
Tom Beaty, CEO, Insight Sourcing Group
No session description available.
Tom Beaty

Tom Beaty
CEO, Insight Sourcing Group

Tom is the founder of ISG and has over 20 years of strategic sourcing and management experience. Early in his career, Tom led the turnaround of a 120-employee construction company, converting substantial losses to profitability in under a year—primarily through cost optimization. This experience contributes heavily to his focus on delivering measurable results and high ROIs for clients.Tom founded [read more]
9:45 Intelligent Commerce - Going Beyond Transactional to Collaborative
Rinus Strydom , Chief Marketing Officer, Hubwoo
Today, more than ever before, there is pressure on CPOs and CFOs to take a more progressive, strategic approach to purchasing. Over the past 2 years in particular, there has been a shift in focus from sourcing more, to prioritizing collaboration with business partners as well as suppliers. In this session we will focus on the importance of the end-to-end collaborative advances that today’s Business Networks are making, enabling intelligent commerce through community, search, and ratings, taking advantage of real-time information and consumer-like usability.Recent research has shown that procurement departments are using business networks more frequently and achieving greater results from their usage - 75% of businesses have already seen some level of impact on their organization through Business Networks.Join us to hear how Business Networks are helping procurement and payables professionals.
Rinus Strydon

Rinus Strydom
Chief Marketing Officer, Hubwoo

In his role as Chief Marketing Officer, Rinus Strydom is responsible for marketing, alliances, and solution strategy for The Business Network suite of solutions which offers companies a smarter way to search, connect, and collaborate. Rinus has over 15 years of experience using, deploying and marketing supply chain solutions. He is recognized as a thought leader in the B2B e-Commerce industry sinc [read more]
10:00 Procurement & HR Teaming Up To Develop A Full Suite Of Procurement Competencies At BD (Case Study)
Jose Miranda, Human Resources Director - Corporate, Becton Dickinson
Debra Utko, Capability Development & Knowledge Management, Becton Dickinson
Linda Winter, Director, Corporate and IT Sourcing, PG&E
Debra Utko has a unique position; she is charged to develop capabilities and knowledge management processes for the global procurement organization at BD. As it happens, BD is in the midst of a procurement transformation affecting all central procurement roles. So Debra teamed up with her HR counterpart, Jose Miranda, to develop a full suite of procurement competencies, showing clear career paths. Now they are jointly working on an accelerated development framework and getting ready to roll it out globally. As procurement executives, we all recognize the importance of having a clearly defined career development and career path planning program in place, especially when restructuring your procurement organization. It’s the difference between allowing your talent to flourish within your enterprise – or losing them to your nearest competitor. Debra and Jose share with you their lessons learned in:
  • Effectively collaborating to develop the procurement competencies suite
  • Developing an accelerated development framework
  • Strengthening associate engagement
  • Creating awareness for procurement development programs within the company’s HR communities
  • Tackling the challenges of a global roll-out


Interviewed by: Linda Winter, Corporate Service Sourcing, PG&E (ProcureCon Advisory Board)
speaker_default

Jose Miranda
Human Resources Director - Corporate, Becton Dickinson

DebraUtko

Debra Utko
Capability Development & Knowledge Management, Becton Dickinson

Debra Utko is the Director Capability Development and Knowledge Management for Becton Dickinson’s Global Procurement organization. Debra works with the Corporate Human Resources organization to insure the Procurement Associate Development platform and related competencies and talent management activities are aligned with the overall corporate direction on talent management. Debra is also responsib [read more]
LindaWinter

Linda Winter
Director, Corporate and IT Sourcing, PG&E

10:30 Networking & Refreshment Break For All Attendees
Networking & Refreshment Break For All Attendees
11:10 Mitigation of Supply Chain Risk Through Progressive Contracting
Ernest Gabbard, Sr. Consultant, Gabbard Law and Contracting
While many organizations have assessed the contemporary risk in their supply chain, very few organizations have adequately addressed these risks through progressive contracting. Ernest will share insights on this subject from both a practical and legal perspective. With a legal background, and with responsibilities as a supply chain practitioner, Ernest developed contracting procedures and practices to address the concerns of both the Supply Manager and the Supplier – especially during the instability which has plagued the supply chain for the past several years. He was the Senior Procurement Executive at a Fortune 1000 corporation, with a $4B strategic spend, and recently retired to become a Legal and Contracting consultant. His presentation will include:
  • Identification and allocation of risks in the supply contract
  • Progressive contract writing principles and best practices
  • Incorporation of critical contract provisions
  • Contract management procedures and practices
  • Contracting exit strategies
Ernest Gabbard

Ernest Gabbard
Sr. Consultant, Gabbard Law and Contracting

Ernest G. Gabbard has over 25 years of supply management and contract management experience and recently retired as Executive Director of Strategic Sourcing for Allegheny Technologies Incorporated in Pittsburgh. In this position he was the Senior Procurement Executive, with strategic responsibility for ~$4 billion global spend, across 8 diverse divisions.Ernest Gabbard was previously in senior pro [read more]
11:55a Travel: Reinventing Your Travel Program For Hard & Soft Business Results
Michael Villamagna, Sr. Director, Strategic Sourcing, Convergys
The real benefits of a travel program are found in compliance and sustained behavioral change right inside your own four walls. We discuss going beyond re-writing the travel program and focus on changing the user's travel mindset permanently for soft benefits and hard bottom line results.
  • Benchmarking your travel program; what does best-in-class look like?
  • Identifying your travel agency partner and benchmarking agency cost components
  • Discussing the pitfalls of allowing travel consumers to use direct travel booking tools
  • Promoting the right behavior in your travel users and empowering employees to use alternatives to business travel
  • Running metrics and analysis based on your consumption patterns to identify negotiation leverage


Private boardroom session up to 20 participants
speaker_default

Michael Villamagna
Sr. Director, Strategic Sourcing, Convergys

11:55b Global Contracting for Risk Mitigation
Ernest Gabbard, Sr. Consultant, Gabbard Law and Contracting
As organizations deal with international volatility and insecurity, they need to address the risks inherent in global sourcing/contracting. This discussion will focus on the significant differences between domestic and international contracting, and will address the most important issues to be resolved with the international contract. Ernest Gabbard, JD, CPSM, C.P.M., CPCM, has many years of international contracting and lived in the Middle East, Europe, and Asia, for over 12 years. His responsibilities have included Senior Procurement Executive at a Fortune 1000 corporation, with global operations and a $4B annual strategic spend.

Private boardroom session up to 20 participants
Ernest Gabbard

Ernest Gabbard
Sr. Consultant, Gabbard Law and Contracting

Ernest G. Gabbard has over 25 years of supply management and contract management experience and recently retired as Executive Director of Strategic Sourcing for Allegheny Technologies Incorporated in Pittsburgh. In this position he was the Senior Procurement Executive, with strategic responsibility for ~$4 billion global spend, across 8 diverse divisions.Ernest Gabbard was previously in senior pro [read more]
12:30 Lunch for all Attendees
Lunch for all Attendees
1:30 Roundtable 1
Melissa Burkland, Global Professional Services Commodity Manager , Cabot Corporation
Kim Harrison-Johnson, Group Vice President, Strategic Sourcing Lead – Marketing , SunTrust Banks, Inc.
Angel Maack, Sourcing Manager and Human Resources, 3M
Bill Rogde, Global Category Manager - Travel, Schlumberger
Jay Sklar, Vice President Sourcing, Aon Corporation
Albert Taras, Managing Partner, TCG Consulting
Keith Washington, Associate Vice President, Royal Caribbean Cruise
Rick Weidman, Director Strategic Sourcing, RJ Reynolds
1. Maximizing The Benefits Of Your Periodic Supplier Meetings

You are invited to benchmark your experiences around supplier councils. We discuss best practices in terms of structure, what the role of the councils should be, how to effectively run supplier meetings, interesting formats and how to maximize the benefits supplier councils can bring to your organization.

Michael Dennis

Keith Washington



2. Executive Travel: Leveraging Air Spend in a Seller’s Market

Bill Rogde

Albert Taras



3. Contracting: Partnering With Legal To Set Contracting, Execution & Legal Support Needs

Rick Weidman



4. Advancing Marketing/Procurement Collaboration 

Several years ago, procurement had little or no active involvement in marketing buys at most organizations. Nowadays, the procurement organization is becoming a natural ally of the marketing function and their supply partners. Discussing:
  • Establishing a fruitful marketing/procurement relationship: hurdles to overcome, relationship development ‘phases’ and how progress is measured
  • Identifying when procurement should be brought into an engagement – and where procurement or sourcing can add value
  • Discussing the impact of marketing digitalization and how it affects collaboration between marketing, IT and procurement


 Kim Harrison-Johnson 



5. HR Benefits: Getting involved in benefits negotiations (healthcare, benefits, prescription programs, life insurance, ancilliaries): What risk are involved and how to position for regulatory changes coming around the pike?

Angel Maack 

Melissa Burkland 



6. Entertainment: Effectively Sourcing & Managing Events, Sponsorships and Entertainment Spend

Jay Sklar

Melissa Burkland photo

Melissa Burkland
Global Professional Services Commodity Manager , Cabot Corporation

Melissa Burkland is the Global Professional Services Commodity Manager for Cabot Corporation, a global specialty chemicals and performance materials company. Melissa is responsible for the benchmarking, bidding, contracting, and compliance of vendors for HRIS, HR, Marketing, Safety, Health, & Environment, Finance, Treasury, and Real Estate. Melissa collaborates with each of these a [read more]
Kim H Johnson

Kim Harrison-Johnson
Group Vice President, Strategic Sourcing Lead – Marketing , SunTrust Banks, Inc.

Kim Harrison-Johnson manages the Strategic Sourcing function for Marketing at SunTrust Banks, Inc. She is responsible for partnering with marketing to develop, validate and implement commodity sourcing strategies and manage risk.

Prior to joining SunTrust, Kim was with The Home Depot as a sourcing manager and single point of contact for the [read more]

speaker_default

Angel Maack
Sourcing Manager and Human Resources, 3M

BillRodge

Bill Rogde
Global Category Manager - Travel, Schlumberger

Jay Sklar

Jay Sklar
Vice President Sourcing, Aon Corporation

AT

Albert Taras
Managing Partner, TCG Consulting

Albert Taras, Managing Partner, is responsible for TCG’s corporate planning, management and direction, as well as the lead executive sponsor for key client partnerships and engagements. Albert has 27 years of dedication to the travel industry and has been an integral part of TCG Consulting from its inception in 1994. He has completed over 200 client engagements across the globe spanning strategy d [read more]
KW

Keith Washington
Associate Vice President, Royal Caribbean Cruise

Keith Washington has over 13 years of professional supply chain experience having worked in the following industries: packaging, technology, services, and hospitality. His early commodity assignments included ink, paper, chemicals, rare earths, and fluorides (calcium, lead, etc.). Prior to transitioning to the supply chain function, Keith spent 5 years in manufacturing management. His supply chain [read more]
speaker_default

Rick Weidman
Director Strategic Sourcing, RJ Reynolds

2:15 Roundtable 2
Melissa Burkland, Global Professional Services Commodity Manager , Cabot Corporation
Jim Haynes, Sr. Sourcing Manger, Professional Services, RJ Reynolds
Gary Miller, Vice President Global Supply Chain & CPO, A. Schulman Inc.
Kenneth Naughton, Director of Spend Analytics and Sourcing Strategies, CBS Corporation
Bill Rogde, Global Category Manager - Travel, Schlumberger
Stephen Swisher, Indirect Procurement Manager - Business Consulting (Americas), BP
Albert Taras, Managing Partner, TCG Consulting
NOT OPEN TO SERVICE PROVIDERS PRACTITIONERS ONLY

1. Putting Your Spend Analytics Tools To Work For The Greater Good

You have spend data, but you’re not making larger recommendations...Why hasn’t procurement stepped up to leverage spend information to create advantage?
  • Where can you use data analysis to find synergies beyond spend?
  • How do you structure these activities and what resources do you need?
  • Where should you get started? How can your solution provider help?
Kenneth Naughton



2. Consolidating Travel Spend & Implementing Sustainable Policy

Bill Rogde 

Global Category Manager – Travel, Schlumberger 

Albert Taras

Managing Partner, TCG Consulting



3. Procurement’s Greater Role Within The Supply Chain

Gary Miller



4. Procurement, Finance and R&D – Establishing Early Involvement, Driving Supplier Engagement & Advancing the Partnership Triangle Over Time

Jim Haynes



5. Professional Services and Business Consulting: Peer-To- Peer Benchmarking Of Strategic Consulting Fees & Ways To Reduce Service Costs

Melissa Burkland 

Stephen Swisher 

Melissa Burkland photo

Melissa Burkland
Global Professional Services Commodity Manager , Cabot Corporation

Melissa Burkland is the Global Professional Services Commodity Manager for Cabot Corporation, a global specialty chemicals and performance materials company. Melissa is responsible for the benchmarking, bidding, contracting, and compliance of vendors for HRIS, HR, Marketing, Safety, Health, & Environment, Finance, Treasury, and Real Estate. Melissa collaborates with each of these a [read more]
speaker_default

Jim Haynes
Sr. Sourcing Manger, Professional Services, RJ Reynolds

GaryMiller

Gary Miller
Vice President Global Supply Chain & CPO, A. Schulman Inc.

Kenneth

Kenneth Naughton
Director of Spend Analytics and Sourcing Strategies, CBS Corporation

BillRodge

Bill Rogde
Global Category Manager - Travel, Schlumberger

Stephen Swisher

Stephen Swisher
Indirect Procurement Manager - Business Consulting (Americas), BP

AT

Albert Taras
Managing Partner, TCG Consulting

Albert Taras, Managing Partner, is responsible for TCG’s corporate planning, management and direction, as well as the lead executive sponsor for key client partnerships and engagements. Albert has 27 years of dedication to the travel industry and has been an integral part of TCG Consulting from its inception in 1994. He has completed over 200 client engagements across the globe spanning strategy d [read more]
3:00 Roundtable 3
Charles Killian, CapEx Purchasing Manager, Prysmian Group
Dave LaFontaine, CPM, Procurement & Supply Chain Professional
Nick Matuszewski, Manager of Services, ULTA Beauty
Bill Rogde, Global Category Manager - Travel, Schlumberger
Albert Taras, Managing Partner, TCG Consulting
NOT OPEN TO SERVICE PROVIDERS PRACTITIONERS ONLY



1. Energy Sourcing, Compliance & Procurement Management Practices

Nick Matuszewski 

Sr. Buyer, Services, ULTA Beauty



2. Executive Travel: Discussing The Unique Challenges And Roadblocks Of Managing Your Executive Travel Spend 

Bill Rogde 

Global Category Manager – Travel, Schlumberger



Albert Taras 

Managing Partner, TCG Consulting



3. Fleet: Building A Strategy To Effectively Manage Compliance Issues (In Terms Of Insurance, Inspections And Audits)

Dave LaFontaine 



4. CapEx: Best Practices In Large CapEx Project Management

Charles Killian

speaker_default

Charles Killian
CapEx Purchasing Manager, Prysmian Group

Charlie Killian is an operational excellence leader with over 20 years’ experience throughout all facets of operations. Charlie joined the Prysmian Group in 2012 as a Purchasing Manager for the NRM group with a focus on capital, leases & rentals, and utilities.Prior to joining Prysmian, Charlie held various positions in operations at WR Grace including CAPEX Manager, Operations, Ma [read more]
speaker_default

Dave LaFontaine
CPM, Procurement & Supply Chain Professional

speaker_default

Nick Matuszewski
Manager of Services, ULTA Beauty


BillRodge

Bill Rogde
Global Category Manager - Travel, Schlumberger

AT

Albert Taras
Managing Partner, TCG Consulting

Albert Taras, Managing Partner, is responsible for TCG’s corporate planning, management and direction, as well as the lead executive sponsor for key client partnerships and engagements. Albert has 27 years of dedication to the travel industry and has been an integral part of TCG Consulting from its inception in 1994. He has completed over 200 client engagements across the globe spanning strategy d [read more]
3:40 Closing Remarks
Closing Remarks
3:45 End of ProcureCon Indirect East 2013
End of ProcureCon Indirect East 2013

 

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