11 - 13 February, 2014
TBD, Charlotte, NC

Day Two Globalization, C-Suite Reporting, Compliance Challenges & Supplier Relations

February 12, 2013


7:30-830 Women In Procurement Breakfast Boardroom Meeting (Optional) OPEN TO ALL FEMALE ATTENDEES
Joanna Martinez, Chief Procurement Officer, Cushman & Wakefield
Linda Winter, Director, Corporate and IT Sourcing, PG&E
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.
JoannaMartinez

Joanna Martinez
Chief Procurement Officer, Cushman & Wakefield

Joanna has a wealth of supply chain executive experience across consumer products, pharmaceutical and financial services businesses, especially focusing on driving cost reductions in non traditional spend areas and creating improvements across the entire supply chain. She joined Cushman & Wakefield as Executive MD and CPO in 2009 where she built a global procurement strategy and pl [read more]
LindaWinter

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

8:00 Breakfast & Registration
Breakfast & Registration
8:45 Chairperson’s Opening Remarks
Ted Sergott, Senior Vice President of Product Development, PRO Unlimited
Chairperson’s Opening Remarks
Ted Sergott2

Ted Sergott
Senior Vice President of Product Development, PRO Unlimited

As a distinguished thought leader and product innovator, Ted has extensive experience delivering business solutions through SaaS platforms. He has participated in the evolution of software including the leveraging of social, mobile, cloud, & big data technology.In his current role, Ted serves as the SVP of Product Development at PRO Unlimited. He is the visionary leader of PRO’s WA [read more]
9:00 Developing A Global Procurement Program At Amway (On-Stage Interview)
Jean-Jacques Beaussart, Global Chief Procurement Officer, Deloitte, Touche, Tohmatsu Ltd.
Charen Buyce, Director of Indirect Procurement, Amway
Ken Hake, VP Global Procurement, Amway International, Inc.
Interviewed by:  Jean-Jacques Beaussart, Global CPO, Deloitte (ProcureCon Advisory Board)Amway is a center-led, global leader in the direct-selling industry focused on health and wellness consumer products with a presence in more than 80 countries and multi-billion dollar global indirect spend.The company embarked on a strategic transformation of the Indirect Procurement area six years ago. In phase 2, the company built a global horizontal process network to leverage global capabilities and engage with business partners in all regions. A global procurement leadership team – bringing direct, indirect and finished goods together- was also established to identify focus and lay the groundwork. Ken and Charen relay how the vision was brought to life, resulting in $50M in global savings last year alone.
Jean-Jacques Beaussart

Jean-Jacques Beaussart
Global Chief Procurement Officer, Deloitte, Touche, Tohmatsu Ltd.

Jean-Jacques Beaussart is the global CPO for Deloitte Touche Tohmatsu Ltd. In this newly created role, Jean-Jacques consults the entire organization globally to reduce the total cost of ownership from third-party spend, and support a global delivery/business model, while optimizing risk-reward with third-party providers.He was previously CPO for KeyBank (from October 2009 – March 2012) where he ma [read more]
Charen Buyce

Charen Buyce
Director of Indirect Procurement, Amway

Ken_Hake_updated

Ken Hake
VP Global Procurement, Amway International, Inc.

Ken Hake is Vice President, Global Procurement and Value Chains for Amway. He is responsible for Supply Chain optimization and Strategic Sourcing, including overall spend for direct (ingredients, raw and packaging materials) and indirect (services such as IT software and hardware, telecommunications and travel). He works closely with business operations in all of Amway’s 55 global affiliates locat [read more]
9:30 SOW Management- Getting In Front Of The Curve
Paul Gartland, Director, Services Procurement, Allegis Group Services
Matt Montgomery, Global Manager: Procure to Pay Operations & Practices, Lexmark International

The use of contingent labor is on the rise, and this climb does not appear to be slowing down anytime soon. In fact, according to the American Staffing Association, staffing employment rose 4.9 percent in October when compared to the same month last year. Further, since the beginning of 2012, temporary and contract employment has increased by 27.1 percent.

What's this all mean? First of all, companies are still wary of bringing full-time, permanent employees in many cases. Secondly, though, this highlights a shifting labor market. Freelancers, temp workers and independent contractors are becoming the norm for many businesses, largely due to the fact that these types of employees offer flexibility and give the company the ability to adjust with changing consumer demand.

As a result of this trend, many businesses around the world have begun to embrace the concept of a Managed Services Provider (MSP), which allows them to streamline and optimize their workforce management program, particularly with regard to contingent labor.

http://www.allegisgroupservices.com/blog/post/2012/11/07/sow-management-getting-in-front-of-the-curve.aspx

PG

Paul Gartland
Director, Services Procurement, Allegis Group Services

Paul Gartland has over 17 years of experience in staffing, Managed Service Programs and Services Procurement. Paul is currently the Director of Services Procurement for Allegis Group Services. Paul consultants with companies in how they are managing their Services Procurement/SOW business and helps determine if there is a better solution to their [read more]

MM

Matt Montgomery
Global Manager: Procure to Pay Operations & Practices, Lexmark International

Matt Montgomery is a Global Manager with Lexmark, responsible for Procure to Pay (P2P) global systems, process and policy. Since joining Lexmark in 2006, he has led the global rollout of procurements systems, supplier corporate responsibility, and procurement operational excellence programs. Mr. Montgomery most recently led the Vendor Master Data Management project which was awarded the 2011 Gartn [read more]
10:05 Keeping Up With The C-Suite: Matching Today’s CEO, CFO, COO, CMO and CIO Priorities
Jean-Jacques Beaussart, Global Chief Procurement Officer, Deloitte, Touche, Tohmatsu Ltd.
Mike McHale, Chief Procurement Officer, Invesco
Fundamental to the success of procurement as a strategic business partner is a detailed understanding of the organization’s and key stakeholders’ core objectives and priorities. If you truly have that level of engagement and insight, it becomes much easier to align procurement’s objectives accordingly. We ask Jill, Jean-Jacques and Mike to share what’s on their sheet of priorities, objectives, expectations and pain-points in working with the C- Suite. We also tackle how procurement continues to develop as a value partner who can help streamline processes and drive efficiencies – and what special knowledge procurement needs to bring to the table to function well when invited into the C-Suite.
Jean-Jacques Beaussart

Jean-Jacques Beaussart
Global Chief Procurement Officer, Deloitte, Touche, Tohmatsu Ltd.

Jean-Jacques Beaussart is the global CPO for Deloitte Touche Tohmatsu Ltd. In this newly created role, Jean-Jacques consults the entire organization globally to reduce the total cost of ownership from third-party spend, and support a global delivery/business model, while optimizing risk-reward with third-party providers.He was previously CPO for KeyBank (from October 2009 – March 2012) where he ma [read more]
Mike McHale

Mike McHale
Chief Procurement Officer, Invesco

Mike McHale is the Chief Procurement Officer and Head of Corporate Services for Invesco Ltd. Invesco is a global leader in investment management with $650 billion in assets under management operating in 20 countries. Mike’s areas of responsibilities include; Global Procurement, Global Payroll, Global Properties & Facilities, Corporate Events and Travel. [read more]

10:40 Networking & Refreshment Break For All Attendees
Networking & Refreshment Break For All Attendees
11:20 Supplier Risk, Compliance, Rationalization & Management Case Study
Trupti Marshall, Senior Vice President of Supplier Relationship Management, SunTrust Banks, Inc.
John Thompson, SVP Strategic Sourcing, SunTrust Banks, Inc.
Banking organizations operate in a highly regulated environment,requiring day-to-day governance of supplier compliance and adherence. The SunTrust team started implementing an end-to end contract, supplier and P2P management process over five years ago. Trupti and John join us today to provide you with a case study update on how supplier rationalization, compliance management and governance need now come into play to both meet regulatory pressures and achieve major supplier management and internal procurement process efficiencies.
Trupti Marshall

Trupti Marshall
Senior Vice President of Supplier Relationship Management, SunTrust Banks, Inc.

Trupti Marshall joined SunTrust in May 2008 and leads the Supplier Relationship Management team. In this role, Trupti is responsible for enhancing performance management of both internal customers as well as SunTrust suppliers. The Supplier Relationship Management team is responsible for managing critical supplier relationships: performance, risk, and relationship health.Prior to joining SunTrust, [read more]
John Thompson

John Thompson
SVP Strategic Sourcing, SunTrust Banks, Inc.

11:55 "You don’t know Jack." Interview with industry visionary Jack Miles.
Jack Miles, Former Secretary, State of Florida Department of Management Services
Tony Wessels, Vice President, Marketing, Coupa
Times have changed. Everyone is mobile. The cloud is here to stay. And the world of procurement is going through a transformation like never before. Yet in today’s anemic world economy the pressure has never been higher to reduce company spend. Yet the age old problems remain. How to drive more compliance, increase visibility into spend and reduce costs.Join us as we interview Jack Miles, former Secretary State of Florida Department of Managed Services and former CPO of CIGNA, AIG, Computer Associates, and Travelers. He’ll share his first-hand knowledge and insights into:
  • Rethinking your procurement strategies to leverage the "Cloud"
  • Establishing and exceeding expectations with your CFO and executive management
  • Change management best practices in a global organization

Interviewed by: Tony Wessels

Jack Miles

Jack Miles
Former Secretary, State of Florida Department of Management Services

Jack Miles is a business operations leader with over 30 years experience successfully transforming corporate services, administration and sourcing organizations in leading North American firms.Florida Governor Rick Scott appointed Jack as the Secretary of the Department of Management Services (DMS) and he served in that role until April of 2012. Prior to his appointment Jack held senior sourcing e [read more]
Tony Wessels

Tony Wessels
Vice President, Marketing, Coupa

Prior to joining Coupa, Tony managed a worldwide marketing team at EMC and supervised the development of all EMC corporate campaigns, including its recent cloud campaign strategy. Before EMC, Tony was the Vice President of Marketing for APTARE, a storage resource management software company. As a key member of the executive team, Tony’s marketing efforts drove revenue growth over 100% YOY. Prior t [read more]
12:30 Lunch For All Attendees
Lunch For All Attendees
12:30b Executive Boardroom Meeting & Luncheon: Gaining a 360' View of Suppliers
Sean Correll, Sr. Director, Consulting and Training, IBM
A key component of a successful strategic supply management program is a single source of truth. One complete, accurate and robust source of spend, sourcing, contract and supplier data and intelligence enables organizations to make optimal business decisions, and deliver greater value across the global enterprise. During this discussion, you and your peers will discuss best practices surrounding the following topics:
  • Supplier Governance, Risk and Compliance
    • How to obtain accurate and consistent supply base information that will help the business improve supplier management and reduce risk
  • Program Orchestration
    • How to gain global visibility into all strategic supply management programs like spend, sourcing, contract management and supplier lifecycle management to ensure accountability and enhance the management of all programs
  • Source to Contract
    • How to maximize and lock in savings with advanced sourcing and enterprise contract management best practices
  • Enterprise and Category Spend Management
    • How to analyze enterprise spend across systems and effectively source and manage complex categories
Join us to learn more and be prepared to return to the office with a blueprint for how to better manage global growth, enforce compliance and mitigate risk.
SeanCorrell

Sean Correll
Sr. Director, Consulting and Training, IBM

Sean has worked directly with hundreds of clients to deliver value in strategic supply management. He provides guidance during all phases of the supply management lifecycle, manages the strategic direction of projects, and ensures that clients are getting full value from Emptoris Strategic Supply Management Solutions. Sean advises CPOs and Procurement Professionals o [read more]

1:45 Caught between a rock and a hard place: Challenges facing today’s CPO
Sarah Pfaff, Principal, Procurement Transformation, Supply Chain, Ernst & Young
This presentation will highlight the latest trends and challenges facing today’s procurement professionals, providing insights into:
  • Findings from the recent CPO survey report “CPO Rising 2012: Keeping Score”, which reflects the experiences, performance and perspectives of 270 procurement executives from around the world
  • The state of procurement – key challenges facing many procurement organizations and the common drivers of those challenges
  • Strategies for success – recommendations for a delivery model that holistically evaluates these issues and provides a sustainable solution
  • Ernst & Young will highlight case studies and feedback from some of our existing clients on why they saw the need to transform their organizations and how they’ve gone about doing it.
SPfaff

Sarah Pfaff
Principal, Procurement Transformation, Supply Chain, Ernst & Young

Sarah is a principal in Ernst & Young LLP’s Advisory Services practice with more than 20 years of strategy, procurement and outsourcing experience. She has been a frequent speaker in the procurement industry, and twice recognized as an iSource Pro to Know, quoted in many articles. Her experience covers all areas of the CPO’s agenda, including helping to set the procurement strategy [read more]
4:00 Networking & Refreshment Break For All Attendees
Networking & Refreshment Break For All Attendees
4:40 Technology Roundtable Discussions (2x30 minutes – All Sessions Running Simultaneously)
Tracy Joshua, Chief Procurement and Logistics Officer, Detroit Public Schools
Michael Matherly, Services Procurement & SOW Practice Director, IQNavigator
Rob McKim, Vice President, Amerex
Gerard Noce, Director, General Purchasing, PPG Industries
Michael Werblun, Executive Vice President , ZeroChaos
Jon Croney, Regional Manager, Enterprise Sales, Cvent

  • eAuction Tips From The Trenches

Moderator: Tracy Joshua

  • Controlling SOW and Projects-based Services Spending

The Hackett Group estimates that the typical Fortune 1000 company can save $74 million every year from managing projects-based services spending. IQNavigator will discuss what is 'Projects Spending' and the importance of taking control over and managing this rapidly growing area of spend. We will touch upon the many core business challenges and opportunities often associated with typical SOW spend processes, detail key benefits such as cost savings and visibility, and review a process to create a compelling internal business case for tackling projects-based services spend. Multiple real-world case studies and success stories from various industries will be woven into the discussion.
Moderator: Michael Matherly
  • Global Procurement Automation: Rolling Out eProcurement Platform Globally


Moderator: Gerard Noce
  • Contingent Labor Metrics: How Can You Deploy Metrics And Data Feedback From Your MSP To Your Advantage


Moderator: Michael Werblun

  • Wholesale Energy: How to Apply and Manage Wholesale Practices to Achieve Retail Energy Savings


Moderator: Rob McKim

  • Managing Meeting Spend: Tools to Assist You in Gathering Data and Standardizing the Sourcing Process


Moderator: Jon Croney

Tracy Joshua

Tracy Joshua
Chief Procurement and Logistics Officer, Detroit Public Schools

Michael Matherly

Michael Matherly
Services Procurement & SOW Practice Director, IQNavigator

Michael Matherly is the Services Procurement & SOW Practice Director for IQNavigator. Michael is responsible for Services Procurement thought leadership and strategic alignment across IQNavigator’s global sales, marketing, and client services functions, as well as with the company’s strategic alliance partners. Matherly also leads IQNavigator’s Category Business Ass [read more]

speaker_default

Rob McKim
Vice President, Amerex

Gerard Noce

Gerard Noce
Director, General Purchasing, PPG Industries

  • 1980 graduate of Penn State University BS Marketing
  • MBA Essentials Certificate – University of Pittsburgh Joseph M. Katz School of Business – September 2010
  • Married….2 children (Nick & Jeanine) and one grandchild (Addison)
  • Began with PPG 8/1/80
    • Distribution Trainee
    • Freight Rate Coordinator II
    • Transportation & [read more]
Michael Werblun

Michael Werblun
Executive Vice President , ZeroChaos

Michael Werblun brings over 20 years of Executive and Business Development experience to ZeroChaos and joins the company after the acquisition of eWork ,a leading Vendor Management Company focused on the Healthcare vertical. At eWork Mr. Werblun held the position of Chief Executive Officer and led the company to a growth rate of 500%. Prior to eWork he held several leadership and sales positions i [read more]
speaker_default

Jon Croney
Regional Manager, Enterprise Sales, Cvent

5:45 Networking Reception For All Attendees In Solution Zone
Networking Reception For All Attendees In Solution Zone
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