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

Joanna Martinez

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 platform in collaboration with corporate, client and facilities management teams. Previously, she was SVP & CPO at AllianceBernstein for six years where she developed and implemented global strategic sourcing and supply chain management practices, including the establishment of European and Asian sourcing programs. She’s also held Executive procurement and SCM roles at Diageo, International Distillers and Vintners and Johnson & Johnson Consumer Products.

Linda Winter

                                                                                                                                           

Ted Sergott

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 WAND VMS platform, and is responsible for all aspects of product development including engineering & infrastructure. He is designing & delivering contingent workforce planning & analytical solutions leveraging the latest technologies including social graphs, advanced analytics, and embedded business intelligence, all within a SaaS/Cloud platform. Prior to his current role, Ted spent 10 years leading product development for SaaS/Cloud companies in the PPM, eDiscovery, and HCM domains. Additionally, he spent 15 years building online products for Fortune 100 financial institutions. He has a B.S. in Computer Science and a MBA.

Jean-Jacques Beaussart

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 managed a team of 50 professionals, a budget of $10M and spend of $1.2B. Jean-Jacques was responsible for leading the Global Strategic Procurement/Outsourcing organization with a mission to deliver savings that impact the bottom-line, drive significant process improvements, implement expense policies and build stronger relationships with Business Partners and Suppliers globally. His team delivered $150M in savings over two years.Jean-Jacques joined National City Corporation (NCC) in April 2005, where he laid the foundation for more than $300 million annualized savings from 2006 to 2008. He also implemented an e-procurement system to provide a single portal and “an Amazon.com experience” to more than 35,000 NCC associates. The creation of a world-class procurement organization, along with redesigning positions and reporting lines to better support corporate needs and strategies, has been one of Jean-Jacques’ key successes.Prior to joining NCC, Jean-Jacques held positions as a sourcing executive with Bank of America in Charlotte and with GE Capital in Stamford. He also spent many years as a management consultant with Booz Allen & Hamilton in New York.Jean-Jacques earned his MS in Applied Mechanics from the Institut National des Sciences Appliquees in Lyon, France, and his MS in Mechanical Engineering from Columbia University. He also completed the MBA Executive Program at Fairleigh Dickinson University in New Jersey.

Charen Buyce

                                                                                                                                           

Ken Hake

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 located in 43 countries, helping them get the goods and services they need at the best value. The objective of the Procurement organization is to “Leverage global Procurement Mastery to deliver Business Solutions that Maximize Economic Value and provide a Global Competitive Advantage”.Ken came to Amway in 2010 with considerable CPG experience in beauty, personal care and food products. He spent 25 years at Procter & Gamble, where he first worked four years in manufacturing and then directed procurement functions in numerous business areas. In the 21 years of Procurement, he was responsible for direct and indirect spend, plus the back office operations for the purchase to payment process for $48B in spend.He earned a Bachelor of Science degree in electrical engineering and applied physics from Case Western Reserve University, Cleveland, Ohio. Ken is married to his wife, Carol, and has two daughters.

Paul Gartland

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 current process.Prior is his role as Director of Services Procurement he was the Program Director for one of AGS' largest financial services clients leading a full service MSP that provides both staff augmentation and Services Procurement management for the client. Paul managed 18 dedicated program office staff members responsible for managing over $500M in spend spanning both staff augmentation and SOW services.

Matt Montgomery

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 Gartner Master Data Management Excellence Award for the Lexmark program (which included Vendor, Customer, Product, Material and Person Master Data Management).
For the 10 years prior to joining Lexmark, Mr. Montgomery worked for Atos as a Business Application Management Consultant to Global 1000 companies. His specialization was in corporate operations, operational excellence, project management and custom solution development.

Jean-Jacques Beaussart

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 managed a team of 50 professionals, a budget of $10M and spend of $1.2B. Jean-Jacques was responsible for leading the Global Strategic Procurement/Outsourcing organization with a mission to deliver savings that impact the bottom-line, drive significant process improvements, implement expense policies and build stronger relationships with Business Partners and Suppliers globally. His team delivered $150M in savings over two years.Jean-Jacques joined National City Corporation (NCC) in April 2005, where he laid the foundation for more than $300 million annualized savings from 2006 to 2008. He also implemented an e-procurement system to provide a single portal and “an Amazon.com experience” to more than 35,000 NCC associates. The creation of a world-class procurement organization, along with redesigning positions and reporting lines to better support corporate needs and strategies, has been one of Jean-Jacques’ key successes.Prior to joining NCC, Jean-Jacques held positions as a sourcing executive with Bank of America in Charlotte and with GE Capital in Stamford. He also spent many years as a management consultant with Booz Allen & Hamilton in New York.Jean-Jacques earned his MS in Applied Mechanics from the Institut National des Sciences Appliquees in Lyon, France, and his MS in Mechanical Engineering from Columbia University. He also completed the MBA Executive Program at Fairleigh Dickinson University in New Jersey.

Mike McHale

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.

Prior to Invesco, Mike McHale was the Senior Director of Sourcing and Vendor Management for The Home Depot where he was responsible for building an organization to strategically source approx. $5.5B in annual direct spend on flooring and organizational products. Before The Home Depot, Mike was the Chief Procurement Officer at Mirant, an international energy company. At Mirant, Mike led a team which managed $2 billion in spend and led cross divisional sourcing projects resulting in approximately $150M in total cost of ownership savings to the company.

Additional professional experience includes multiple director level positions within the supply chain management and operations organizations at Delta Air Lines. His scope of Procurement responsibilities included Information Systems, Corporate Operations, Logistics and Technical Operations. His team managed over $2.5 billion in annual expenditures and delivered over $450M in cost reductions and value creation. Mike is an active member of the Supply Chain Executive Board and Procurement Strategy Council and has been profiled in Purchasing Magazine. He has also served on the board of directors for the Georgia Minority Supplier Diversity Council (GMSDC).

Trupti Marshall

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, Trupti was a member of HD Supply focusing on strategic sourcing and vendor management. Trupti has an extensive background in process improvement, operational efficiency, and strategic planning.Trupti has a M.S. in Management of Technology from Vanderbilt University and a B.S. in Industrial Engineering from Georgia Tech. She lives in Atlanta with her husband, Aaron.

John Thompson

                                                                                                                                           

Jack Miles

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 executive, shared services and Chief Procurement Officer roles at leading North American firms including CIGNA, Canadian Imperial Bank of Commerce (CIBC), American International Group (AIG), Computer Associates (CA), Travelers, Ames Department Stores and Prentice-Hall.

Jack is a leader in architecting, resourcing and executing sustainable improvement, accountability, management and process innovation solving highly complex business, technology and transformation challenges for firms ranging from early stage start up to large-cap global corporate companies.

Jack holds a Bachelor’s degree in Business Administration and Psychology from Ramapo College of New Jersey. He has been a frequent speaker at industry events and conferences, and a citizen of the United States and Canada. Jack and his spouse Nancy reside in Winter Park Florida and have an adult daughter who resides in New York City.

Tony Wessels

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 to APTARE, He was the Vice President of Marketing at Stata Labs, a provider of search-based email solutions, where he led all aspects of marketing and was instrumental in the company’s acquisition by Yahoo! Inc.

Tony holds a Bachelor of Arts Degree in English from the University of Texas at Dallas.

Sean Correll

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 on a regular basis and has been featured in a variety of books (Essentials of Supply Chain Management), newspapers (USA Today), and internet media sites (Yahoo! News).

Prior to joining Emptoris, Sean worked as an executive in a “Big 6” consulting firm and served as a Lieutenant in the US Navy. Sean has a Bachelor of Science Degree from Vanderbilt University and a Masters in Business Administration from San Diego State University.

Sarah Pfaff

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, assisting with implementing outsourcing programs, helping with complex strategic sourcing programs, delivery models, advising on procurement technologies and assisting with people/process change activities.Sarah has been highly involved in the outsourcing of many SG&A functions, including procurement (source-to-pay), customer service, IT and finance. Also, as a leader in the eProcurement market, she is deeply knowledgeable on eSourcing technologies, adoption and implementation.Most recently, Sarah was the Global Procurement Practice lead at EquaTerra (an outsourcing advisory firm acquired by KPMG in early 2011). Prior to EquaTerra, Sarah was a principal with A.T. Kearney, the EVP and CMO at FreeMarkets (leader in eProcurement technologies and services acquired by Ariba), and the founder and head of sales for eBreviate (leading eSourcing company owned
by EDS).

Chris Dede

                                                                                                                                           

Sarah Tyre

Doug Cutrell

Brenda Miller

                                                                                                                                           

Kevin Giblin

As Director of Global Procurement for The McGraw-Hill Companies, Mr. Giblin manages the indirect categories team, supplier relationships, and contracts. He led the implementation of sourcing automation and contract management technology to drive efficiency across the organization. In 2011, Kevin was the recipient of IACCM’s “Collaborate to Innovate Award” at ProcureCon USA. He received the 2009 CTB Achievement Award for his significant contribution towards reducing supply chain costs. In 2005, he received a Corporate Achievement Award for his innovative approach to sourcing editorial services spend, and was recognized in 2006 for development of strategic offshore supplier relationships. Since 2007, he has served on the ISM Supplier Management Group, chartered with developing an industry-wide model for supplier capabilities maturity. In 2011, he was elected group Chairman. He has served as curriculum advisor for Folsom College’s Purchasing program, and written numerous articles for Inside Supply Management, Kennedy Consulting Advisory, and MyPurchasingCenter. He was featured in the January 2010 issue of e-Side Supply Management, and the July 2010 SupplyInDemand. His article on best practices for supplier selection appeared in the May 2012 edition of Inside Supply Management.

John P. Willi

John P. Willi is the Director of Materials Management at Dana-Farber Cancer Institute, Inc. The procurement organization is centralized with a non-mandated environment. The organization is advanced and focuses on exceeding “best-in-class” metrics in a number of supply chain areas and build initiatives off of them that drive high impact results.Jon will be speaking on Fostering Strong Suppliers Relations – “Do We Really Get The Value?” – Supplier Co-Creation & Innovation S.W.O.T. Suppliers are key to a company’s value chain and developing strong, mutually beneficial, and sustainable relationships are key. We will hold an interactive session in developing the strengths, weaknesses, opportunities and threats of the value chain. During the past 12 months John has been challenged with the task of not only identifying significant operational efficiencies and cost reductions opportunities but to quickly implement them to favorably impact the company’s bottom line and realize measurable cost savings. He’s also been successful with developing strong supplier relationships that yield continuous “win-win” results (i.e., delivering cost savings from increasing market share opportunities for strategic suppliers).Looking forward, John anticipates that his biggest challenge will be continuing to identify opportunities for high impact operational efficiencies and cost saving. “In my opinion procurement is an area like no other in the organization. It has the ability to constantly re-invent itself and develop new and implementable solutions which can deliver true high-impact tangible results to the organizations’ bottom-line. Being able to impact the organization more so than any other organization is truly rewarding.” – John P. Willi

Jamie Crump

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, real estate, reprographics, telecommunications, transportation, travel, treasury, utilities and vehicles. She is currently Director of Indirect Strategic Sourcing for United Rentals, Inc., the largest equipment rental company in the world supporting over 12,000 employees in over 690 locations in 48 states, 10 Canadian provinces and Mexico.

Jay Brun

Jay Brun is the Senior Sourcing Analyst at MISO. The MISO indirect procurement organization functions in a non-mandated environment and is currently at a medium level of maturity. As a company, MISO is 11 years old and is continuing to upgrade both its systems and procedures. The core operating and business support systems are in place and the corporate priority has evolved towards developing internal efficiencies and strategic sourcing. This focus on strategic sourcing has brought about greater visibility to category spend and cost control.Jay will be moderating a roundtable discussion on IT: New IT delivery models - such as SaaS & Cloud computing and how they affect the relationship between IT and Procurement. We discuss procurement’s role in working with IT to drive forward advanced SRM (Supplier Relationship Management) and business user relationship management practices.Jay has worked with Telecom, Systems Administration, and Data Network areas within IT. The procurement of server gear, IT maintenance services, and telecommunications services and equipment have been refined through the lens of strategic supplier management. Over the past two years, MISO has implemented a unique single sourcing VAR program in conjunction with IT to facilitate standardized quotations, architectural standards, and reduced order processing times while maintaining corporate policy requirements.During the past 12 months Jay’s biggest challenge has been aligning internal business units with category strategies. On the other hand he’s had success with establishing sole source, market index based agreements with key IT suppliers that provides faster service to business units, and streamlines procurement operations while ensuring competitive pricing on goods is achieved.Looking forward Jay feels his biggest challenge will be building critical thinking into internal process design in order to make Supply Management into a more flexible and nimble organization.Customer service lies at the center of all support services, and it is the lifeblood of all business activity. Making Supply Management an easy entity to do business with is the key driver to our internal and organizational success.

Brad Douglas

                                                                                                                                           

Michael Kimball

                                                                                                                                           

Randy Clark

                                                                                                                                           

Kenneth Naughton

                                                                                                                                           

Jay Brun

Jay Brun is the Senior Sourcing Analyst at MISO. The MISO indirect procurement organization functions in a non-mandated environment and is currently at a medium level of maturity. As a company, MISO is 11 years old and is continuing to upgrade both its systems and procedures. The core operating and business support systems are in place and the corporate priority has evolved towards developing internal efficiencies and strategic sourcing. This focus on strategic sourcing has brought about greater visibility to category spend and cost control.Jay will be moderating a roundtable discussion on IT: New IT delivery models - such as SaaS & Cloud computing and how they affect the relationship between IT and Procurement. We discuss procurement’s role in working with IT to drive forward advanced SRM (Supplier Relationship Management) and business user relationship management practices.Jay has worked with Telecom, Systems Administration, and Data Network areas within IT. The procurement of server gear, IT maintenance services, and telecommunications services and equipment have been refined through the lens of strategic supplier management. Over the past two years, MISO has implemented a unique single sourcing VAR program in conjunction with IT to facilitate standardized quotations, architectural standards, and reduced order processing times while maintaining corporate policy requirements.During the past 12 months Jay’s biggest challenge has been aligning internal business units with category strategies. On the other hand he’s had success with establishing sole source, market index based agreements with key IT suppliers that provides faster service to business units, and streamlines procurement operations while ensuring competitive pricing on goods is achieved.Looking forward Jay feels his biggest challenge will be building critical thinking into internal process design in order to make Supply Management into a more flexible and nimble organization.Customer service lies at the center of all support services, and it is the lifeblood of all business activity. Making Supply Management an easy entity to do business with is the key driver to our internal and organizational success.

Brad Douglas

                                                                                                                                           

Michael Kimball

                                                                                                                                           

Tracy Joshua

                                                                                                                                           

Michael Matherly

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 Assessment process which helps clients and prospects sizecategory management and operational opportunities for bringing SOW (Statement of Work) Services under strategic management with the IQNavigator technology.

Rob McKim

                                                                                                                                           

Gerard Noce

• 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 & Distribution Supervisor – East Point, GA Coatings Plant
  • Field Transportation Supervisor – Coatings & Resins
  • Distribution Center Manager
  • Manager, Sales Administration & Telesales
  • Senior Purchasing Agent
  • Manager, Strategic Sourcing – Packaging & Services
  • Director, General Purchasing

Michael Werblun

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 in the Contingent Labor industry at Ensemble Workforce Solutions, Comensura (now the Guidant Group) and CORESTAFF Services. During his tenure Mr. Werblun has worked with over 100 large enterprise clients including Toyota, Bayer, Morgan Stanley, UCSF Medical Center, Capgemini, Cisco Systems, Visa and others to develop and deploy leading labor solutions. Mr. Werblun holds B.S. degree in Industrial Organizational Psychology from California State University, San Francisco with honors. He has been a keynote speaker on effectively managing contingent labor and volunteers his time with several organizations including The Salesian Boys and Girls Club and San Francisco Little League.

Jon Croney