February 13 - 15, 2012
Hyatt Regency, Atlanta, GA

Alignment, Efficiency & Relationship Management

Day 2 - Tuesday, February 14, 2012

agenda



7:30 - 9:00 Women In Procurement Breakfast Boardroom Meeting
Ginny Tucker, Global Leader Procurement Solutions, ACS, Xerox Corp
Women bring a different perspective to procurement and supply chain management and are increasingly becoming an integral part of many supply chain organizations. The ProcureCon Women in Procurement Breakfast offers an intimate setting for female executives to discuss the challenges they face and celebrate their successes. Participation provides you with access to a growing network of peers you can connect with throughout the year.

You can request to participate by contacting the conference director, Carina Kuhl, at +1.646.200.7461 or carina.kuhl@wbresearch.com
Full boardroom details are published on www.procureconindirect.com
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Ginny Tucker
Global Leader Procurement Solutions, ACS, 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 area [read more]
7:30 - 8:40 Breakfast Boardroom Workshop: International Business Concepts For Procurement Executives
Randy Clark, Sr. Strategic Buyer, Non-Automotive Purchasing, Volvo Group
Your chance to sit down with an international procurement veteran and learn international business concepts you don’t read in the textbooks. What do you need to keep in mind when negotiating in, let’s say, Vietnam versus Brazil? As well as general international business concepts that will be invaluable to you as you maneuver your procurement/supply chain career.

This practitioners-only workshop runs alongside the program and is open to up to 20 participants on a ‘first come, first serve’ basis. Request your participation during the registration process or email carina.kuhl@wbresearch.com
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Randy Clark
Sr. Strategic Buyer, Non-Automotive Purchasing, Volvo Group

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]
8:40 Opening Remarks
Carina Kuhl, Executive Director, ProcureCon Events USA, WBR
Opening Remarks
Carina Kuhl

Carina Kuhl
Executive Director, ProcureCon Events USA, WBR

Head of ProcureCon events in North America, consulting role globally.Responsible for directing the strategy of each event in the ProcureCon Portfolio, program development and managing the overall development and execution of the projects.
8:45 Chairperson’s Opening Remarks
Chairperson’s Opening Remarks
9:00 Lamar Chesney About “Building Strategies": On-Stage Conversation Organizations, Operations And Leaders”
MaryAnn Brennan, Director Global Procurement, Mattel
Lamar Chesney, Former EVP & CPO, Sun Trust Bank
Lamar Chesney came out of retirement 4 years ago come February 2012 to take on the reform of SunTrust’s decentralized ‘pocket purchasing’ structure to the center-led, integrated supply chain management organization it is today. His team of 85 now handles over $2 Billion of spend with over 85% of spend under management. Lamar has held senior financial or procurement executive positions at 11 companies, in 8 industries spanning 4 decades in business.

We’ll have a number of change management and leadership conversations here at ProcureCon, but this one takes the prize. Lamar sits down for an open conversation with MaryAnn Brennan from Mattel, who leads the global procurement team and was previously VP of marketing at Wells Fargo. Join us for a discussion that is both inspirational and tangible as Lamar and MaryAnn discuss:
  • Creating a disciplined focus on clarifying ‘strategy, structure, skills and systems’
  • The challenges of balancing a focus on long-term value with desires for short-term savings
  • Establishing and maintaining engagement throughout the end-toend supply chain
  • Emerging concepts in effective supply management
  • Building Leaders, Enabling Leadership
12727_005_MABrennan

MaryAnn Brennan
Director Global Procurement, Mattel

Mary Ann Brennan is a Senior Marketing and Operations Professional with over 20 years of proven strategic marketing and operations leadership. She heads up Mattel's strategic sourcing team globally for marketing, advertsising and corporate services, as well as local marekt strategic sourcing teams within the Latin America Region including Brazil, Mexico and CASA (Centeral and South Americ). Most r [read more]
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Lamar Chesney
Former EVP & CPO, Sun Trust Bank

The Stats:Annual total indirect spend: $2+ Billion Number Employees Indirect organization: 85 Percentage of spend under management: 85+%Annual Savings Percentage: 4%-8%The Story: W. Lamar Chesney is the Executive Vice President & Chief Procurement Officer for SunTrust Banks, Inc. SunTrust’s procurement organization matured from a “pocket purchasing” decentralized structure in 2008 [read more]
9:35 C-Level Reporting To Convey Business Results & Savings
Eric Beylier, Vice President Head of Global Supply Chain & Procurement, TETRA Technologies, Inc.
Eric Beylier is a ‘next generation’ procurement leader; with an entrepreneurial background, dual Masters Degrees in Engineering and Finance, extensive consulting and business development experience and not afraid of change and challenges. He joined Tetra Technologies in 2007 – a publicly traded, global oil and gas services company – with a drive to transform and a passion for supply chain and procurement.

He joined a back office purchasing department that reported into finance, several levels below the CEO – and in less than four years led a 360 degree organizational transformation, becoming the head of global supply chain & procurement and now, reporting directly to the CEO.

Who better than Eric to share how you can build the business case for supply chain and procurement to report into the CEO:
  • Organizationally, why should supply chain & procurement report to the CEO?
  • Getting the facts: how important are spend management processes and tools?
  • Getting your message across: Converting procurement metrics to Clevel KPIs, surrounding:
    • Savings: Which savings methods can you use, and when?
    • Contract Compliance
    • Spend Under Management
    • Procurement ROI: How do you handle demand fluctuations?
  • Cost savings versus cost avoidance versus value add – how should it end up on your balance sheet?
  • Benchmarking your procurement and company-wide achievements to your competitors in the market
  • Portraying the value proposition within the organization
Eric Beylier

Eric Beylier
Vice President Head of Global Supply Chain & Procurement, TETRA Technologies, Inc.

Mr. Beylier has over 20 years of experience and expertise with many global companies’ supply chain and procurement groups across industries such as Oil & Gas, Specialty Chemicals, High-Tech, Financial Institutions & Retail, and he has done extensive work in Europe, Eastern Europe, Asia-Pacific and the Americas. Over his career, he has led and strategically sourced o [read more]
10:15 Procurement Innovation In A Virtual World
Roy Anderson, VP Procurement Services, Metasys Technologies
Roy Anderson, VP Procurement Services, Metasys Technologies Inc.
Roy Anderson has 30 years of experience building procurement and strategic sourcing operations across multiple industries, most recently as the Chief Procurement Officer for State Street Bank and Vice President of Global Procurement for MetLife. He has also worked in commercial and military manufacturing for Textron and Raytheon. As Vice President of Procurement Services at Metasys Technologies Inc., Roy collaborates with customers to provide a comprehensive procurement services organization to increase supply chain efficiency and effectiveness. Supporting spend analytics, procure to pay, strategic sourcing, supplier management and with category expertise, he enables high performance procurement operations the opportunity to partner with internal customers to optimize spend results.

Roy travels throughout the country extensively sharing thought leadership on the Future of Procurement, crowdsourcing, and contracting, with forward thinking Procurement Executives, who want to move their organizations to the next generation of transformational value.
12727_005_royanderson

Roy Anderson
VP Procurement Services, Metasys Technologies

What’s your ProcureCon session focus & related background:Procurement Innovation in a Virtual World opens the discussion as to the use of the real time exchange of information, discussions, and market intelligence to enable an innovative supplier ecosystem to perform at their very best. This will require a willingness to share information between internal and external customers, an [read more]

Roy Anderson
VP Procurement Services, Metasys Technologies Inc.

10:50 Networking Break Inside The Solution Zone
Networking Break Inside The Solution Zone
11:30 Conditions For Best Supplier Value Management: On-Stage Conversation
Susan O'Farrell, CPO, VP Asset Mgt., Home Depot
Wayne Evans, Head of Procurement, DHL Supply Chain
Driving procurement value isn’t about achieving savings on the short term. Sometimes it seems procurement has become so good at achieving savings that the organization thinks it is all we do. In reality, procurement is focused on driving best value.

At Home Depot’s CPO, Susan O’Farrell leads a diverse team that is responsible for procurement, travel, RE & FM and Corporate Services. Her team sources $6B a year in indirect spend with an aim to obtain best total value. We sit down with Susan for an informal conversation to discuss:
  • What conditions make your suppliers more responsive to partner with you, striving for best value?
  • What resources have you assigned to developing your supplier relations?
  • Where does your procurement organization add tangible value to the business today?
  • Given your finance background, can you give some advice on ways to manage cash impact of rising inflation levels, foreign exchange risk and payment terms coming down with your suppliers?
  • Metrics need to drive the right actions. What supplier value metrics truly matter to your CFO and CEO? What metrics do you use to drive value beyond the deal?
  • What role do your internal stakeholders play today and what role would you like for them to take on?
speaker_default

Susan O'Farrell
CPO, VP Asset Mgt., Home Depot

Annual total indirect spend: $6.6B Sourceable Spend # Employees Indirect organization: 47 % of spend under management: 86% % of hands-free transaction: 96% of our transactions are hands free – but that only makes up 15% of the spend. The rest of the transactions are more strategic and require a touch. Procurement environment: Non-MandatedOrganizational Design : CentralizedHow mature is your procur [read more]
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Wayne Evans
Head of Procurement, DHL Supply Chain

Wayne is currently the Vice President, Head of Procurement for the Americas at DHL, the global market leader of the international express and logistics industry. His career in procurement spans more than 20 years in which he has held senior level procurement positions at Lockheed Martin, Unisys, and CBS. In addition, he was a Senior Manager for a “Big Five” consulting firm where he performed suppl [read more]
12:00 The Supplier Management Debate: Balancing 'Performance' With 'Strategic Alliances'
Jason Kurtz, VP & GM, Network and Financial Solutions, Ariba
Brad Costedio, VP, Vendor Sourcing & Corporate Services, MetLife, Inc.
Eric Germa, Chief Procurement Officer, AnnTaylor Stores Corporation
Innovative CPOs are fully aware of the benefits of supplier management: “Fewer suppliers, treated as partners, and with open and honest sharing of information, forecasts, year-on-year targets, and regular reviews, should result in more trust, sustainable cost reduction and a mutually beneficial relationship…”

However, according to a report for the World Economic Forum, “levels of trust have fallen by 44% in the last 10 years”. Our focus on cost reduction during the recession certainly hasn’t helped supplier matters. And there is little consensus on the precise definition, optimal organizational structure, role of procurement leaders, or division of responsibilities among other organizations.

This session features a practical debate on balancing the ‘performance’ element of supplier management with strategic supplier management resulting in added value & innovation opportunities
12727_005_JAsonKurtz_Ariba

Jason Kurtz
VP & GM, Network and Financial Solutions, Ariba


Brad Costedio

Brad Costedio
VP, Vendor Sourcing & Corporate Services, MetLife, Inc.

Advisory Board Member
Eric Germa

Eric Germa
Chief Procurement Officer, AnnTaylor Stores Corporation

12:30 Taking procurement from the back office into the executive suite. The case for the Chief Spend Officer. Are you qualified?
Robert Bernshteyn, CEO, Coupa
As the growth of companies’ topline revenues become more stubborn, reducing expenses to improve profitability is vital. In this new era, procurement must transform itself from an operational function to a strategic role that drives a direct positive impact on bottom line profitability. Enter the Chief Spend Officer. Listen as Rob Bernshteyn, CEO of Coupa makes the case for this new executive role reporting into the CEO. He’ll define the role and responsibilities and the focus for this role on the executive team. Plus you’ll learn which key areas to address to create a best-in-class strategic organization to elevate your team and earn you a seat at the executive table.
  • What are the roles & responsibilities of a Chief Spend Officer?
  • How does the Chief Spend Officer differ than roles today?
  • How to transform your procurement organization from operational to strategic
  • Illustrating your strategic value to the CEO and board of directors
  • Paving your path to be the Chief Spend Officer
speaker_default

Robert Bernshteyn
CEO, Coupa

Rob Bernshteyn is the Chief Executive Officer of Coupa Software. As CEO he is responsible for creating an environment of responsible spending for bottom line impact. He is a sought after speaker in the area of business impact of enterprise software. In previous positions as a management consultant at McKinsey & Co. and Accenture, he helped global organizations improve their busines [read more]
1:00 Luncheon For All Attendees
Luncheon For All Attendees
1:00 - 2:30 Invitation-Only Executive Boardroom Meeting
Supplier Lifecycle Management – Reduce Cost, Improve Performance and Minimize Risk
Martin Berr-Sorokin, SVP & GM, Supplier Lifecycle Management, Emptoris
Challenges associated with successful supply base management continue to make headlines across the globe. Did you know that around 50% of the value (and costs!) of your products and services are in the hands of your suppliers? It’s true. Now more than ever, managing and optimizing your suppliers and proactively managing your supply chain risk are a top priority.
During this interactive roundtable discussion, we will address what a holistic Supplier Lifecycle Management (SLM) solution can and should do for you. You will leave the roundtable with a clear understanding of:
  • How to reduce costs, improve performance, protect your brand and drive supplier innovation and collaboration
  • How to identify risks in your supplier portfolio early on and then assess these risks to prevent negative consequences
  • How to implement a SLM solution with clear targets plus effective processes, organization, and tools


20 procurement leaders are invited to join the closed executive boardroom meeting and luncheon at ProcureCon Indirect East, 2012.

Participation to this Invitation-Only, Executive Meeting is limited to 20 participants and always highly requested, so an early application is advisable.

Hosted by Emptoris

You can request to participate by contacting the conference director, Carina Kuhl, at +1.646.200.7461 or carina.kuhl@wbresearch.com
12727_005_martinberr

Martin Berr-Sorokin
SVP & GM, Supplier Lifecycle Management, Emptoris

As Senior Vice President and General Manager of Supplier Lifecycle Management (SLM), Martin Berr-Sorokin oversees the development and implementation for the industry's leading SLM solution. Prior to joining Emptoris, Berr-Sorokin was the CEO and co-founder of Xcitec, a leading supplier management software company acquired by Emptoris. Prior to founding Xcitec, Berr-Sorokin spent the majority of hi [read more]
3:35 Networking Break Inside The Solution Zone

4:15 Roundtable Introductions
Moderator from, Beeline
Tom Bokowy, Partner, Cost & Capital Partners
Moderator from, ProcureStaff
ProcureCon Indirect Roundtable Discussions:
  • Roundtable discussions run simultaneously with one rotation
  • So, attendees can only participate in 2 discussions – so they need to decide which two topics are most relevant to them
  • Attendees then join their preferred moderators to embark on an open discussion of the topic at hand
  • Moderators are facilitating the conversation and no sales pitches are permitted
TomBokowy

Tom Bokowy
Partner, Cost & Capital Partners

Tom founded Cost and Capital Partners to focus on working with companies to improve cost and capital efficiency. Tom is a sourcing and cash management subject matter expert with experience within industrial, automotive, electronics, hospitality, process, consumer goods, transportation and white goods industries.Supplier engagement is a core focus ranging from direct supplier negotiations to market [read more]

Moderator from
, ProcureStaff

4:20 Roundtable 1
Moderator from, Beeline
Tom Bokowy, Partner, Cost & Capital Partners
Moderator from, ProcureStaff
  1. Leveraging Strategic Sourcing To Secure Savings In The Managed Travel Category
    Moderated by: Tom Bokowy, Sr. Partner, Cost & Capital Partners
    In many organizations, Managed Travel is often a politically sensitive, if not decentralized, and unchallenged category. Once supplier relationships are established, sourcing organizations tend to rely upon their Managed Travel provider(s) to drive performance and provide benchmarks. Recent macroeconomic factors provide indirect buyers with increased leverage if proper strategies are utilized. This session will provide an overview of the Managed Travel industry from a buyer’s perspective. Best practices and tools specific to T&E sourcing will be highlighted and benchmarks reviewed.


  2. Procurement’s Role In Getting The Best Out Of Your Shared Services Model
    Shared services is an attractive model to take out duplication of service departments. It’s an organizational design approach that lends itself well to standardization. We discuss where procurement sits within this process and how to ensure you get the best out of your shared services initiative in terms of:
    • Overcoming resistance and obtaining the internal buy-in and long-term executive support for the shared services model
    • Driving the organizational re-alignment to the shared services model
    • Ensuring consistency of services provided across different global regions if you provide shared services from multiple locations
    • Creating a performance process similar to supplier performance management to ensure high service levels
    • Deciding which pieces of shared services you want to manage internally or externally


  3. Corporate Reinvestment Strategies To Maximize Bottom Line Results
    ‘The most important single ingredient in the formula of success is knowing how to get along with people’ – Theodore Roosevelt
    • There is more than one way to positively impact the P&L
    • Creating the win-win; Providing budget flexibility and making it visible
    • Beyond business partner alignment and influence:
    • Establishing strategic partnerships with stakeholders/finance/controllers/sr. executives
    • Building a broader business case (e.g. Environmental, Social Governance, Affordability, Funding of Strategic Initiatives)
    • Harnessing the Power of the Employees
    • Empowerment and ownership of smart spending engagement programs
    • The power of corporate communication


  4. Global Supplier Selection: Guidelines To Identify First-Class Suppliers To Match Your Company’s Off-Shore Sourcing Needs
    • 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


  5. ‘Socializing Change’: Creating Support For Collaborative Procurement Practices In A Non-Mandated Environment
    Internal user’s lack of compliance with procurement policies is a frequent challenge, especially in a non-mandated environment. One of the biggest challenges is to change the perception of procurement’s role within the organization from CFO watch-dog to value co-creators. We discuss:
    • How can you institute effective collaborative work processes between procurement and other departments, especially in a non-mandated environment?
    • Convincing internal users to adopt procurement tools
    • How do you equip your own procurement team members to ‘socialize change’ as they integrate wit the business?


  6. M&A And Divestitures: Capturing Integration Savings And Synergy Opportunities
    • Overcoming the main hurdles of the integration process – in terms of people, processes, systems and service providers
    • Determining your integration priorities based on overall business objectives
    • Best practices in partnering multiple areas of category expertise together for optimal leverage and bottom line results.


  7. Creating A Supplier Risk Monitoring Framework
    • Finding and certifying the right suppliers
    • 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 taking action to ensure supplier reliability and performance


  8. Global Supplier Diversity
    We discuss:
    • As more companies operate within a global environment, what does diversity look like outside of NA?
    • Finding & Evaluating diversity suppliers globally
    • Identifying financial and size risks
TomBokowy

Tom Bokowy
Partner, Cost & Capital Partners

Tom founded Cost and Capital Partners to focus on working with companies to improve cost and capital efficiency. Tom is a sourcing and cash management subject matter expert with experience within industrial, automotive, electronics, hospitality, process, consumer goods, transportation and white goods industries.Supplier engagement is a core focus ranging from direct supplier negotiations to market [read more]

Moderator from
, ProcureStaff

5:00 Roundtable 2
Moderator from, Beeline
Tom Bokowy, Partner, Cost & Capital Partners
Moderator from, ProcureStaff
  1. Leveraging Strategic Sourcing To Secure Savings In The Managed Travel Category
    Moderated by: Tom Bokowy, Sr. Partner, Cost & Capital Partners
    In many organizations, Managed Travel is often a politically sensitive, if not decentralized, and unchallenged category. Once supplier relationships are established, sourcing organizations tend to rely upon their Managed Travel provider(s) to drive performance and provide benchmarks. Recent macroeconomic factors provide indirect buyers with increased leverage if proper strategies are utilized. This session will provide an overview of the Managed Travel industry from a buyer’s perspective. Best practices and tools specific to T&E sourcing will be highlighted and benchmarks reviewed.


  2. Procurement’s Role In Getting The Best Out Of Your Shared Services Model
    Shared services is an attractive model to take out duplication of service departments. It’s an organizational design approach that lends itself well to standardization. We discuss where procurement sits within this process and how to ensure you get the best out of your shared services initiative in terms of:
    • Overcoming resistance and obtaining the internal buy-in and long-term executive support for the shared services model
    • Driving the organizational re-alignment to the shared services model
    • Ensuring consistency of services provided across different global regions if you provide shared services from multiple locations
    • Creating a performance process similar to supplier performance management to ensure high service levels
    • Deciding which pieces of shared services you want to manage internally or externally


  3. Corporate Reinvestment Strategies To Maximize Bottom Line Results
    ‘The most important single ingredient in the formula of success is knowing how to get along with people’ – Theodore Roosevelt
    • There is more than one way to positively impact the P&L
    • Creating the win-win; Providing budget flexibility and making it visible
    • Beyond business partner alignment and influence:
    • Establishing strategic partnerships with stakeholders/finance/controllers/sr. executives
    • Building a broader business case (e.g. Environmental, Social Governance, Affordability, Funding of Strategic Initiatives)
    • Harnessing the Power of the Employees
    • Empowerment and ownership of smart spending engagement programs
    • The power of corporate communication


  4. Global Supplier Selection: Guidelines To Identify First-Class Suppliers To Match Your Company’s Off-Shore Sourcing Needs
    • 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


  5. ‘Socializing Change’: Creating Support For Collaborative Procurement Practices In A Non-Mandated Environment
    Internal user’s lack of compliance with procurement policies is a frequent challenge, especially in a non-mandated environment. One of the biggest challenges is to change the perception of procurement’s role within the organization from CFO watch-dog to value co-creators. We discuss:
    • How can you institute effective collaborative work processes between procurement and other departments, especially in a non-mandated environment?
    • Convincing internal users to adopt procurement tools
    • How do you equip your own procurement team members to ‘socialize change’ as they integrate wit the business?


  6. M&A And Divestitures: Capturing Integration Savings And Synergy Opportunities
    • Overcoming the main hurdles of the integration process – in terms of people, processes, systems and service providers
    • Determining your integration priorities based on overall business objectives
    • Best practices in partnering multiple areas of category expertise together for optimal leverage and bottom line results.


  7. Creating A Supplier Risk Monitoring Framework
    • Finding and certifying the right suppliers
    • 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 taking action to ensure supplier reliability and performance


  8. Global Supplier Diversity
    We discuss:
    • As more companies operate within a global environment, what does diversity look like outside of NA?
    • Finding & Evaluating diversity suppliers globally
    • Identifying financial and size risks
TomBokowy

Tom Bokowy
Partner, Cost & Capital Partners

Tom founded Cost and Capital Partners to focus on working with companies to improve cost and capital efficiency. Tom is a sourcing and cash management subject matter expert with experience within industrial, automotive, electronics, hospitality, process, consumer goods, transportation and white goods industries.Supplier engagement is a core focus ranging from direct supplier negotiations to market [read more]

Moderator from
, ProcureStaff

5:40 Closing Remarks
Closing Remarks
5:45 ProcureCon Reception
ProcureCon Reception

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