Theme: Outsourcing & Leadership

7:15 Registration Registration

8:00 Chairperson’s Opening Remarks Bill Schaefer, VP Procurement Services, IBM Corporation Chairperson’s Opening Remarks Bill Schaefer VP Procurement Services, IBM Corporation Bill Schaefer is Vice President of IBM Procurement Services. He is responsible for IBM's commercial procurement solutions worldwide. He was an original member of IBM’s procurement executive council during IBM’s successful transformation of procurement in the 1990’s leading to the awarding of the Purchasing Medal of Excellence. He led the creation of IBM's commercial procurement services in 1998 wh [read more]

8:15 Panel: Organizational Structure Considerations: Assessing Merits & Drawbacks Brad Costedio, Assistant Vice President, Global Procurement, Metlife Chris Duchene, VP, Corporate Strategic Sourcing, Illinois Tool Works Mike McHale, Chief Procurement Officer, Invesco Many purchasing organizations have experimented with permutations of centralized and decentralized purchasing and concluded there isn’t a ‘one size fits all’ model. We discuss re-organizing your indirect organization to reflect the times and move towards strategic sourcing. When do we have the right organizational strategies in place and the right amount of influence to drive maximum value to the company’s bottom line? Reviewing how we should address and adapt our strategies and organization to new movements in sustainability, supplier collaboration/partnering, category outsourcing and off-shore sourcing Exploring the merits and drawbacks of various indirect organizational designs (center-led, centralized, de-centralized, outsourced/offshored, hybrid models) based on current and past experiences Identifying and capturing synergies (‘pooling & control’) and adjusting your infrastructure and teams accordingly How best should we be organized for today...and, more importantly, for tomorrow? Brad Costedio Assistant Vice President, Global Procurement, Metlife Chris Duchene VP, Corporate Strategic Sourcing, Illinois Tool Works Chris Duchene is Illinois Tool Works’ (ITW) Vice President of Corporate Strategic Sourcing, reporting directly to ITW’s Vice Chairman, SEVP. Chris leads a lean but effective global group of 25 team members. The Group’s areas of responsibility range across multiple commodities such as chemicals, global travel, IT hardware/software, logistics, mro, oem components, office supplies/equipment, packagin [read more] Mike McHale Chief Procurement Officer, Invesco

8:45 Gaining Support For Your Services Procurement Program Carolyn Nolan, VP Sales, ProcureStaff Technologies Louise Robinson, Global Commodity Director, NCR How do you successfully promote the idea of engaging a centralized managed service program for human capital procurement to the diverse facets of a global organization? It is a challenge to attain buy-in across enterprise organizations that utilize multiple labor categories (temporary labor, project workers (SOW) and consultants) within discrete business units spread across many geographical locations. Yet there are significant benefits to be gained succeeding in this regard. Join Louise Robinson for this informative presentation where she will share best practices for garnering support – from all quarters – for engaging an MSP solution. From initial planning stages, through implementation and into program maturity, Louise offers proven tools and tactics for promoting the MSP and managing expectations. Learn how to reproduce her results which have saved NCR millions in labor costs and through risk avoidance. Carolyn Nolan VP Sales, ProcureStaff Technologies Louise Robinson Global Commodity Director, NCR

9:15 Creating A Supplier Risk Monitoring Framework For Proactive Responsiveness Carol Danoff, VP, Global Procurement, Mattel Every procurement executive today has been blind-sighted once or twice in the current economic climate by a supplier not able to meet obligations. Granted, for most indirect spend you have multiple suppliers lined up to take over. But what if a mission critical supplier puts you at risk (e.g. IT and engineering services, facilities management) and the replacement lead-time is long? Especially in today’s volatile business environment, it is essential to gain visibility into your critical suppliers’ performance, financial & operational risks to predict potential supply disruptions. Receive a basic framework to develop a reliable, proactive supplier risk assessment strategy for your organization. Monitoring risk beyond viability and financial statements through proactive supplier risk indicators Determining the potential impact of supplier failure on your business operations Segmenting and prioritizing your supply base to apply resources effectively Sharing risk predictions and self-assessment tools with your suppliers Proactively take action to ensure supplier reliability and performance Carol Danoff VP, Global Procurement, Mattel Carol brings extensive experience in global strategic sourcing, supplier and commodity management, process improvement, and organizational transformation for the procurement of both indirect and direct goods and services. She has held management positions of increasing responsibility at Colgate-Palmolive, Pitney Bowes, and Motorola. Currently, Carol is the Vice President of Global Procurement at M [read more]

9:45 SaaS And Next Generation e-Procurement: Extend Your ERP, Promote Smarter Spending, And Capture Greater Savings Rob Bernshteyn, CEO, Coupa During this session attendees discover how next generation technologies are changing the way procurement organizations operate: Strategically extending existing solutions, such as ERP systems, to drive 100% spend under management and user adoption Enforcing purchasing policies, procedures, and workflows to ensure that budget owners have real-time insights needed to take action Empowering all employees to find and take advantage of the best deals available – regardless of supplier – to drive significant savings Rob Bernshteyn CEO, Coupa Rob brings 15 years of experience in enterprise software to his position as CEO at Coupa. Prior to joining Coupa, Rob spent four years with SuccessFactors, the global leader in Performance and Talent Management delivered via the software-as-a-service model. As a member of the SuccessFactors executive management team he served as their global vice president of product marketing and management. Rob [read more]

10:25 Real-Life Lessons Learned In Setting Up A World-Class Strategic Sourcing Team Joanna Martinez, Executive Managing Director, Chief Procurement Officer, Cushman and Wakefield Joanna recently joined Cushman & Wakefield as CPO where she is tasked with setting up a world-class procurement organization. This is the third time in her career she is undertaking this challenge. Joanna spent the past six years as CPO at Alliance Bernstein where she built a strategic sourcing organization from the ground up. When she left the organization she asked her team for a unique farewell gift; to share the unique approaches and ‘what works’ lessons learned in their journey towards best-in-class procurement. Joanna marvels how her team shared best practices she might have overlooked. Now she has agreed to share these gems of real-life experiences with you. Joanna Martinez Executive Managing Director, Chief Procurement Officer, Cushman and Wakefield

10:55 Networking & Refreshment Break No session description available.

Track A Theme: Global Indirect SourcingTrack B Theme: Optimal SRM 11:35 Track Chair Introduction Track A Theme: Global Indirect Sourcing Mike Patton, VP, Supply Chain Management, Corbus Track Chair Introduction Mike Patton VP, Supply Chain Management, Corbus Michael has more than 30 years of experience in the supply chain, sourcing, materials and project management arena. Currently he is the Vice President of Supply Chain Management at Corbus and is the former Director of Supply Management for Johnson Controls, Inc. He has worked for, directed and been a provider of procurement, project and materials management expertise for more than 80 middle-market [read more] 11:35 Track Chair Introduction Track B Theme: Optimal SRM Track Chair Introduction

Track A Theme: Global Indirect SourcingTrack B Theme: Optimal SRM 11:45 Panel: Global Supplier Selection Guidelines To Identify First-Class Suppliers To Match Your Company’s Off-Shore Sourcing Needs Track A Theme: Global Indirect Sourcing Jason Kwan, CPO, Vice President Global Strategic Sourcing , Manpower Ken Mitchell, VP Production Purchasing FX Acquired Products, Xerox Corporation Many global sourcing professionals grapple with identifying qualified suppliers within the low cost countries. Especially for indirect categories with limited available quantifiable information. Add limited experience within a foreign market to having to verify unproven suppliers with challenged scalability who provide limited trustworthy information, and we have the ingredients for many headaches. Developing formal quality standards and requirements to which you hold all of your suppliers Identifying local sources of supplier information to select a core group of potential suppliers that require further review Doing the due diligence: gathering comparable information of potential suppliers, seeking independent validation, evaluating your suppliers’ suppliers, evaluating supplier risk Jason Kwan CPO, Vice President Global Strategic Sourcing , Manpower Ken Mitchell VP Production Purchasing FX Acquired Products, Xerox Corporation 11:45 Tapping Into The Know-How Of Your Suppliers Through A Strategic Balance of Cost Savings And Encouraging Value-Added Activity Track B Theme: Optimal SRM John W. Henke, Professor of Marketing, School of Business Administration & President, Oakland University (Rochester, MI) & Planning Perspectives, Inc. Indirect spend procurement is rapidly becoming a strategic function and with that comes the discussion about the ability to extract increased value from suppliers and move away from solely costfocused relationships. We discuss creating robust supplier relationships to benefit from supplier input to identify efficiency improvements, cost-saving and innovation opportunities. Inviting a conversation versus a dictation – obtaining supplier input in the negotiation process and for each project going forward to benefit from their competencies Sharing internal expertise to build trust and to identify areas for efficiency improvement ‘Running with scissors’ through your shop occasionally to instigate further joint improvement efforts Convincing internal departments of the value of supplier involvement Involving your key suppliers in creating your collaborative forward vision John W. Henke Professor of Marketing, School of Business Administration & President, Oakland University (Rochester, MI) & Planning Perspectives, Inc. John W. Henke Jr. is on the marketing faculty of the School of Business Administration at Oakland University (Rochester, MI). Prior to joining the academic community, he held sales and marketing management positions during a 15 year period with several firms, including the IBM Corporation, Data Processing Division, and the Automotive Division of General Automation, an international manufacturer of [read more]

Track A Theme: Global Indirect SourcingTrack B Theme: Optimal SRM 12:20 How Payment Automation can Impact the Bottom-Line! Track A Theme: Global Indirect Sourcing Robert Clarkson, Vice President and General Manager, American Express U.S. Commercial Card, Amex Is your organization looking for ways to manage capital and compliance more effectively. Join us at this session to learn how Payment Automation can benefit your organization by bringing real cost savings and other associated benefits. Learn first hand how organizations have used strategies such as spend analysis and supplier enablement to gain float, drive savings, increase controls, and enhance A/P efficiency. There are many solutions that have entered this arena to help organizations like yours with their B2B payment process; this session brings many of those to light for you. Robert Clarkson Vice President and General Manager, American Express U.S. Commercial Card, Amex Robert Clarkson is Vice President and General Manager of American Express U.S. Commercial Card for the large market. He and his team are responsible for all corporate card products including B2B settlement products and travel card. Prior to joining American Express he was President, Global Business Development for GE responsible for leading new account acquisition team, global account management t [read more] 12:20 Putting Controls In Place & Fixing Behaviors To Keep Hold Of Your Gains (Also When Times Are Better!) Track B Theme: Optimal SRM Anthony Bear, Senior Vice-President, Strategic Accounts, OIG (Osiris Innovations Group) Tracy Joshua, Sr. Director, Global Procurement Corporate Goods & Services, Bristol-Myers Squibb John Maguire, Senior Director Indirect Procurement, Kellogg Company Ginny Tucker, VP & GM Procurement Solutions, Xerox Corp Fixing behaviors and keeping hold of your gains should be a major challenge on your mind. It’s one thing to drive improvement during tough times when the company mandates freeing up working capital and achieving major savings. It’s quite another not to fall back into bad, old habits when the pressure is off. One-Way-To-Buy Methodology Case Study Example Putting permanent and unavoidable spend and consumption controls in place through: Clearly defining procurement and end-user responsibilities Ways to fixing behaviors/maverick spend (on a continuous basis) Monitoring and managing supplier and end-user compliance to contract commitments to realize contract savings Continuous process and policy improvements deploying tools including lean, six sigma Positioning procurement as a liaison, helping the end-user make informed decisions whilst adding value to the bottom line Anthony Bear Senior Vice-President, Strategic Accounts, OIG (Osiris Innovations Group) Anthony Bear is Senior Vice President of Strategic Accounts for OIG (Osiris Innovations Group), a global organization that enables companies to implement an e-Business strategy, accelerate revenue and achieve bottom-line results. The OIG interactive platform reduces costs, errors and cycle times throughout the supply chain and provides electronic closed loop integration needed to maximize the bene [read more] Tracy Joshua Sr. Director, Global Procurement Corporate Goods & Services, Bristol-Myers Squibb Known as a global leader with a passion for people and processes, Ms. Joshua drives operational excellence through her collaborative leadership style. While being interviewed, when asked if she would describe herself as a “global supply chain leader”, Tracy Joshua chuckled and replied enthusiastically, “No, instead I believe I would best describe myself as a ‘global visionary people and process fo [read more] John Maguire Senior Director Indirect Procurement, Kellogg Company John Maguire is the Senior Director of Indirect Procurement at the Kellogg Company. With 2007 sales of almost $12 billion, Kellogg Company (NYSE:K) is the world’s leading producer of cereal and a leading producer of convenience foods, including cookies, crackers, toaster pastries, cereal bars, fruit snacks, frozen waffles, and veggie foods. Kellogg products are manufactured in 17 countries and mar [read more] Ginny Tucker VP & GM Procurement Solutions, Xerox Corp Ginny Tucker is Vice-President of Procurement Solutions for Xerox Corporation. She is responsible for helping customers drive productivity and profitability to give them a competitive edge in their marketplace. She does this by leveraging Xerox Corporation process, technology, and knowledge in the procurement arena. Ginny is a senior executive who has global experience in a variety of business are [read more]

12:55 Lunch for All Attendees Lunch for All Attendees

12:55 Executive Boardroom Meeting (Invitation-Only) Executive Boardroom Meeting (Invitation-Only) Randall C. (Randy)Clark, Sr. Strategic Buyer, Volvo Group Non-Automotive Purchasing (MRO & Packaging), Volvo Group Non-Automotive Purchasing 25 procurement leaders are invited to join the closed executive boardroom meeting and luncheon at ProcureCon Indirect 2010. Participation to this Invitation-Only, Executive Meeting is limited to 25 participants so an early application is advisable. At ProcureCon in 2008, CPOs and VPs of procurement from BP, ConAgra, Oldcastle, Del Monte, Amgen, Kraft, Eli Lilly, MWV, BMS, PPG, Weyerhaeuser, Xerox, Dow and Alltel all attended the meeting. You can request to participate by contacting the conference director, Carina Kuhl, at +1.646.200.7461 or carina.kuhl@wbresearch.com The boardroom meeting allows executives to freely discuss some of the most pressing topics in the industry such as: Leadership: what is our role? Balancing ‘policing’ with ‘partnering’ Politics: Healthcare costs and Green initiatives and the role of procurement Obtaining CFO sign-off on your hard and soft business results and savings Executive Boardroom Hosted by ProcureCon Advisor: Randall C. (Randy)Clark Sr. Strategic Buyer, Volvo Group Non-Automotive Purchasing (MRO & Packaging), Volvo Group Non-Automotive Purchasing Randall C. Clark is a Global Senior Strategic Buyer for Volvo Group Non-Automotive Purchasing (NAP). His role is to create the procurement strategy for MRO and Packaging products and services required by the brands of Volvo Group worldwide. He is focused on the requirements of each manufacturing facility to create the process for supplier selection, negotiation, implementation and development. He [read more]

Track A Theme: Global Indirect SourcingTrack B Theme: Optimal SRM 1:55 Panel: Services Outsourcing Considerations: Proven Strategies & Procedures For Success Track A Theme: Global Indirect Sourcing Jamie Crump, Director Indirect Strategic Sourcing, United Rentals BJ (Benedict J.) DeFelice, Global Sourcing Leader, Indirect Materials and Services - Empire Solutions Segment, GE Security Outsourcing has been around for the past 15 years, but what have we learned over this period of time, what are the best practices and how can we implement these insights to indirect spend categories we are just starting to outsource today? In this panel discussion we talk about the real life success stories and failures of outsourced categories for your benefit. Discussing what discretionary categories are newly being outsourced and their potential for failure and success based on past experiences Basing your outsourcing decisions on the TCO model and understanding your true ROI potential and costs (down to e.g. payment processing, technology integration) Lessons learned from category outsourcing initiatives: lining up the pros and cons Assessing outsourcing categories with good and bad track records what is the crux? Top three tips to get the best deals when outsourcing new categories Jamie Crump Director Indirect Strategic Sourcing, United Rentals Jamie Crump has more than 20 years indirect strategic sourcing experience in a variety of industries including banking, medical products, pharmaceutical, telecommunications and welding. Her category experience includes advertising, benefits, BPO, brand, contingent staffing, facilities, financial services, human resources, IT, legal, marketing, meetings & events, MRO, office services, print, re [read more] BJ (Benedict J.) DeFelice Global Sourcing Leader, Indirect Materials and Services - Empire Solutions Segment, GE Security BJ DeFelice is currently the Global Sourcing Leader for Indirect materials and services at GE Enterprise Solutions, GE Security, a division of GE Corporation. BJ also leads the Enterprise Solution Indirect team and is a member of GE Corporation’s Global Indirect Sourcing Leaders team. He oversees/manages a total indirect spend of $1 billion for 4 GE businesses in the ES Segment and 22 sites global [read more] 1:55 Contract Management & Compliance to Deliver Value For Money Track B Theme: Optimal SRM Adrian Tighe, Head of Contract Management, British Airways If your company has a lot of complex contracts in place with tiers, volume rebates, certain price level givebacks, etc. it may be challenging to ascertain you are receiving the benefits the contracts call for. Although purchasing is increasingly involved in the negotiation process across many categories, too often we assume the contract terms will be implemented and upheld going forward. Collaborating with your Accounts Payable and/or controller to drive a contract compliance initiative Monitoring contracts from both an end user and supplier perspective Working with a third party to identify savings anywhere in the contract to invoicing process Discussing bottom line results of a contract compliance initiative Adrian Tighe Head of Contract Management, British Airways Adrian Tighe was appointed Head of Contract Management in January 2009 and is responsible for all British Airways’ major supplier contracts. Adrian qualified as an accountant, CIMA in 1985 and worked for Cadbury Schweppes in Birmingham for 6 years, HP Bulmer (makers of Strongbow and Woodpecker) for 3 years and then joined the Dowty Group (now part of Smiths Industries or Ultra Group) for 6 years, [read more]

Track A Theme: Global Indirect SourcingTrack B Theme: Optimal SRM 2:30 Panel: Driving Change From The Bottom Up Towards Strategic Indirect Sourcing Track A Theme: Global Indirect Sourcing Kevin Iwamoto, VP, Enterprise Strategy, StarCite Jason Kwan, CPO, Vice President Global Strategic Sourcing , Manpower Brett Mauser, Director Sourcing Strategy and Best Practices, Winn-Dixie Stores, Inc. Where do you start when establishing a strategic procurement practice within a company with fragmented indirect spend? That’s what both Jason and Brett have been working on in their respective organizations. During this panel session, they share what they’ve learned and achieved these past few years in establishing a strategic sourcing platform across Manpower and Winn-Dixie. Step 1: Understanding the organization’s culture, requirements and constraints Step 2: Making the business choice between top down versus bottom up and short-term versus long-term methods to build a strategic sourcing platform for the right reasons Step 3: Influencing change in an organization where procurement is a third class citizen Step 4: Finding ways to strategically source fragmented global spend despite limited internal resources Prioritizing projects based on organization needs Enlisting the help and know-how of your service providers to pool and monitor category spend Kevin Iwamoto VP, Enterprise Strategy, StarCite As Vice President, Enterprise Strategy, Kevin Iwamoto guides StarCite's overall strategy for engaging with buyers and suppliers. He also works with key influencers across industries to raise awareness of the benefits of strategic meetings management.Prior to joining StarCite Iwamoto was a key manager in the Hewlett-Packard Global Travel & Meetings Team, serving as Global Corporate Card, Hotels [read more] Jason Kwan CPO, Vice President Global Strategic Sourcing , Manpower Brett Mauser Director Sourcing Strategy and Best Practices, Winn-Dixie Stores, Inc. 2:30 Panel: Capturing M&A Integration Savings And Synergy Opportunities Track B Theme: Optimal SRM Brian McGrath, Global Procurement Director, Indirect Materials and Services, Ashland Inc. Gun Shim, Sr Director Procurement, Pacific Gas & Electric Company We are seeing a lot of consolidations in the marketplace today. During this session we discuss how procurement executives can be optimally prepared to capture all savings and organizational synergy opportunities. Assessing procurement’s role in the due diligence state Reviewing where the key cost savings, synergy and added value opportunities lie and how to capture them Determining your integration priorities based on overall business objectives Discussing the main hurdles of M&A integration – in terms of people, processes, systems and service providers Brian McGrath Global Procurement Director, Indirect Materials and Services, Ashland Inc. Gun Shim Sr Director Procurement, Pacific Gas & Electric Company

3:00 Refreshment & Networking Break No session description available.

3:40 ProcureCon Indirect Think Tanks - Moderator Introductions BJ (Benedict J.) DeFelice, Global Sourcing Leader, Indirect Materials and Services - Empire Solutions Segment, GE Security Michael Koontz, SVP, Business Leader for Financial Services, Aditya Birla Minacs Mary Ellen Mitchell, VP, Strategic Accounts, Ketera Carolyn Nolan, VP Sales, ProcureStaff Technologies Michael J. (Mike) Rager, Sr Director Indirect Sourcing, Tyco International, Ltd. Louise Robinson, Global Commodity Director, NCR Julie Speer, Director, Business Development, Carlson Wagonlit Travel (CWT) Darren Toohey, VP Global Program Solutions, Carlson Wagonlit Travel (CWT) Ted Weyn, Managing Partner, HCMWorks Each table is moderated by a procurement executive or a technical expert. Get a behind-the-scenes, off-the-record account of what’s actually going on in your colleagues’ procurement organization. Visit www.ProcureConindirect.com for updates on moderators. The discussions are based on three questions the moderator determines beforehand. We email these to all attendees beforehand to help them choose their preferred session and to form the basis of the discussion. During the group conversation, one participant keeps notes on a flip-over chart. Moderators then summarize the conversation in a couple of PowerPoint slides and present it back to all attendees later that same day. The slides will be available on the presentations download website after the event. BJ (Benedict J.) DeFelice Global Sourcing Leader, Indirect Materials and Services - Empire Solutions Segment, GE Security BJ DeFelice is currently the Global Sourcing Leader for Indirect materials and services at GE Enterprise Solutions, GE Security, a division of GE Corporation. BJ also leads the Enterprise Solution Indirect team and is a member of GE Corporation’s Global Indirect Sourcing Leaders team. He oversees/manages a total indirect spend of $1 billion for 4 GE businesses in the ES Segment and 22 sites global [read more] Michael Koontz SVP, Business Leader for Financial Services, Aditya Birla Minacs Minacs operates solutions for the financial services line of business from offices located in Charlotte, North Carolina. As the senior vice president of financial services, Michael’s responsibilities include new business development and implementation of in depth, cross-functional market strategies for financial services, as well as end-to-end leadership for the BPO and KPO businesses and relation [read more] Mary Ellen Mitchell VP, Strategic Accounts, Ketera As the Vice President, Strategic Accounts at Ketera, Mary Ellen Mitchell is responsible for sales management of new and existing strategic opportunities and customer implementation. A multi-faceted executive, Mary Ellen has a record of driving growth and profits for startups, Fortune 500 companies and high profile management consulting firms including Microsoft, Oracle, Booz Allen Hamilton, and Er [read more] Carolyn Nolan VP Sales, ProcureStaff Technologies Michael J. (Mike) Rager Sr Director Indirect Sourcing, Tyco International, Ltd. Louise Robinson Global Commodity Director, NCR Julie Speer Director, Business Development, Carlson Wagonlit Travel (CWT) Julie Speer, Director of Business Development, CWT North America, is responsible for developing strategic service and program management solutions for potential clients and ensuring ongoing program success. A travel industry veteran, she has nearly 25 years of experience partnering with clients of all sizes. She has also led various other business functions and, at one time, owned her own travel a [read more] Darren Toohey VP Global Program Solutions, Carlson Wagonlit Travel (CWT) Darren Toohey is Vice President of Global Program Solutions for Carlson Wagonlit Travel (CWT), responsible for consulting with large global companies to enhance travel programs leveraging industry best practices and proprietary technology. Darren’s 2009 efforts involved companies with more than $1 Billion combined travel spend. Darren has 15 years experience within travel, financial services, and [read more] Ted Weyn Managing Partner, HCMWorks Prior to founding HCMWorks, Mr. Weyn served as Executive Vice President with White Amber. White Amber, now a part of Taleo Workforce On-Demand, was one of the industry’s first electronic procurement and management technologies for Human Capital Management. As one of the company’s co-founders, Mr. Weyn was instrumental in securing over 60% of the company’s revenue while developing the corporate inf [read more]

3:50 Roundtable Discussion 1 BJ (Benedict J.) DeFelice, Global Sourcing Leader, Indirect Materials and Services - Empire Solutions Segment, GE Security Michael Koontz, SVP, Business Leader for Financial Services, Aditya Birla Minacs Mary Ellen Mitchell, VP, Strategic Accounts, Ketera Carolyn Nolan, VP Sales, ProcureStaff Technologies Michael J. (Mike) Rager, Sr Director Indirect Sourcing, Tyco International, Ltd. Louise Robinson, Global Commodity Director, NCR Julie Speer, Director, Business Development, Carlson Wagonlit Travel (CWT) Darren Toohey, VP Global Program Solutions, Carlson Wagonlit Travel (CWT) Ted Weyn, Managing Partner, HCMWorks Discussion topics: A.Gaining Support For Your Services Procurement Program Hosted by Louise Robinson from NCR and Carolyn Nolan from ProcureStaff B. Unlocking Value from Your Spend Management Investments Far too many buying organizations have failed to actually recognize their potential (and expected) benefits from earlier investments in Spend Management technology and process change. Usually the root cause is one of these issues, or a combination of all three: Inability to properly onboard enough participating suppliers or maintain their catalogs over time Poor quality of data and content for suppliers, their catalogs, and the organization's own inventory Insufficient insight into spending trends and slow identification of spending inefficiencies If any of the above challenges sound familiar to you, this discussion will help you envision a concrete action plan to remedy the situation in early 2010. Hosted by Mary Ellen Mitchell, VP Strategic Accounts, Ketera & Michael Koontz, SVP Financial Services, Aditya Birla Minacs C. Creating the Business Case for Managing Indirect Services ExpendituresDuring this roundtable session, HCMWorks will discuss how today’s organizations are successfully creating the business case for better management of indirect services expenditures. Through gaining greater visibility into the corporation's indirect services expenditures, strategic sourcing can report to executive management on what the true "Total Cost of Productivity" is to the organization. HCMWorks will show how the majority of indirect services expenditures are related to Human Capital productivity, and why these metrics are critical to any corporation as the “war for talent” becomes increasingly prevalent in a recovering economy. Hosted by Ted Weyn from HCMWorks D.Payment Terms – How do you stretch your payment terms without starving your suppliers and remaining a preferred customer; how can you work with your suppliers for joint survival in tough times? Hosted by Benedict J. DeFelice (BJ), C.P.M., Global Sourcing Leader, Indirect, GE Security, Inc. E. Demand/Consumption Management - ‘In a downturn you can’t drive additional savings as much, but you can definitely stop buying…’ Shifting the culture of your company to demand management and competing for resources Hosted by Michael J. Rager, Senior Director, Indirect Sourcing, Tyco International, Ltd. F. Travel Management 2010: Priorities for SuccessRegardless of your corporate travel program’s maturity, 2010 brings new opportunity for additional savings. Share and learn about the best practices approach of other organizations across business sectors and geographic boundaries. Consider: · Mandated environment or not, how do you monitor and change employee behavior to improve your bottom line· What change in traveler policy may have the greatest impact on savings, short-term and long-term· What KPIs are most valuable in determining effectiveness of a company’s travel management effort· How should you use meetings spend to leverage supplier negotiations across your total travel program BJ (Benedict J.) DeFelice Global Sourcing Leader, Indirect Materials and Services - Empire Solutions Segment, GE Security BJ DeFelice is currently the Global Sourcing Leader for Indirect materials and services at GE Enterprise Solutions, GE Security, a division of GE Corporation. BJ also leads the Enterprise Solution Indirect team and is a member of GE Corporation’s Global Indirect Sourcing Leaders team. He oversees/manages a total indirect spend of $1 billion for 4 GE businesses in the ES Segment and 22 sites global [read more] Michael Koontz SVP, Business Leader for Financial Services, Aditya Birla Minacs Minacs operates solutions for the financial services line of business from offices located in Charlotte, North Carolina. As the senior vice president of financial services, Michael’s responsibilities include new business development and implementation of in depth, cross-functional market strategies for financial services, as well as end-to-end leadership for the BPO and KPO businesses and relation [read more] Mary Ellen Mitchell VP, Strategic Accounts, Ketera As the Vice President, Strategic Accounts at Ketera, Mary Ellen Mitchell is responsible for sales management of new and existing strategic opportunities and customer implementation. A multi-faceted executive, Mary Ellen has a record of driving growth and profits for startups, Fortune 500 companies and high profile management consulting firms including Microsoft, Oracle, Booz Allen Hamilton, and Er [read more] Carolyn Nolan VP Sales, ProcureStaff Technologies Michael J. (Mike) Rager Sr Director Indirect Sourcing, Tyco International, Ltd. Louise Robinson Global Commodity Director, NCR Julie Speer Director, Business Development, Carlson Wagonlit Travel (CWT) Julie Speer, Director of Business Development, CWT North America, is responsible for developing strategic service and program management solutions for potential clients and ensuring ongoing program success. A travel industry veteran, she has nearly 25 years of experience partnering with clients of all sizes. She has also led various other business functions and, at one time, owned her own travel a [read more] Darren Toohey VP Global Program Solutions, Carlson Wagonlit Travel (CWT) Darren Toohey is Vice President of Global Program Solutions for Carlson Wagonlit Travel (CWT), responsible for consulting with large global companies to enhance travel programs leveraging industry best practices and proprietary technology. Darren’s 2009 efforts involved companies with more than $1 Billion combined travel spend. Darren has 15 years experience within travel, financial services, and [read more] Ted Weyn Managing Partner, HCMWorks Prior to founding HCMWorks, Mr. Weyn served as Executive Vice President with White Amber. White Amber, now a part of Taleo Workforce On-Demand, was one of the industry’s first electronic procurement and management technologies for Human Capital Management. As one of the company’s co-founders, Mr. Weyn was instrumental in securing over 60% of the company’s revenue while developing the corporate inf [read more]

4:35 Roundtable 2 Roundtable Think Tank – Continued

5:20 Group Conclusions & Wrap-Up At the end of the day, we come together again as a group to discuss key insights and practical tips obtained; each moderator reports back on the key discussion findings and conclusions supported by PowerPoint slides (created during the afternoon break). The slides of all case studies and roundtable wrap-ups are available for download on the event proceedings website. You receive the web address and password via email after the event.

6:00 ProcureCon Indirect Happy Hour for All Attendees ProcureCon Indirect Happy Hour for All Attendees