Outsourcing Innovation Summit

Maximizing Outsourcings Potential to Drive Your Business Objectives

March 12 & 13, 2014Miami, Florida

Speaker Information

1Confirmed Speaker Information

• Executive Director, Outsourcing, UBS• Director, Sourcing, Whirlpool Corporation• Director, Sourcing, Walmart eCommerce• Chief Information Officer Tronox• President, United States Hispanic Chamber of Commerce• Senior Vice President, SGK Inc• Group Chief Procurement Officer, Medical Devices & Supplier

Diversity, Johnson & Johnson

• VP, Sourcing, First Third Bank• Director, Global Sourcing, Microsoft• Director, Finance, Cott Beverages• Chief Procurement Officer, Playbutton• Director, Strategy & Business Process Excellence, Kraft• Senior Contracts Administrator, Northop Grumann

Corporation• Former Executive Director, IT Risk Management Johnson

Controls

Past Delegates include• Director, Analytics - Ask.com• Director, Insight - Red Bull• Vice President - Google• Senior Director - Starbucks• Director, Analytics - Coca-Cola• Director, Insight - EA Electronic Arts

Who Will You Meet There is no question that IE. provides the gold standard events in the industry and will connect you with decision makers within the analytics industry. You will be meeting senior level executives from major corporations and innovative small to medium size companies.

Job Title Of Attendees

President/Principal

SVP/VP

C-Level

Snr. Director/Director

Global Head/ Head

Snr. Manager/Manager

Academic (1%)

78%

1000+ Employees300-999 Employees50-299 EmployeesLess than 49 Employees

Company Size Of Attendees

8%

11%

25%56% 81%Attendees are

companies with at least 300

employees

3%

21%

12%

42%

13%

8%

Attendees are at Director level or above

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Jon Browning is a Director with Microsoft responsible for the global sourcing strategy for Customer Support Services. He co-founded the Contact Center Buyers Forum, a network established for companies who outsource large-scale businesses to share best practices and leverage their collective buying power. Members of the Buyers Forum represent 21 companies that together manage more than 325,000 outsourced contact center seats, 20% of the outsource activity globally.

Africa - The Next BPO Market.

Where is the next Philippines? Many BPO leaders are looking to Africa for the next lower-cost BPO market.  Jon will discuss the trend towards Impact Sourcing in specific African countries and how your business can be part of this movement to bring opportunities to high-potential but economically disadvantaged people who are ready to work. This session will focus on the business case for investing in Africa, how to choose the right partners, pick the best locations, and provide a detailed look at the real risks and benefits to the BPO industry.

Jon BrowningDirector, Global SourcingMicrosoft

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Speaker Information

SynopsisIn today’s challenging business environment, organizations are being judged on increasingly tight margins and their ability to continuously innovate. Outsourcing is essential to achieving these objectives. Third parties can manage your business operations in a cost effective manner, whilst helping you standardize your operating models and achieve quality control.

This summit will focus on outsourcings potential, and how it can drive your business objectives. Industry led discussions will focus on maximizing the value that is generated from vendor relationships to build leaner, competitive businesses that have access to specialist expertise at a scale that matches their business requirements.

Ruben Dario TarbodaGroup Chief Procurement Officer, Medical Devices & Supplier DiversityJohnson & Johnson

As Chief Procurement Officer-Medical Devices and Supplier Diversity leader, Ruben is responsible for enabling value creation, innovation, risk mitigation and supplier diversity across a $15 Billion spend base at Johnson & Johnson. Ruben joined Johnson & Johnson in 1984 as an Engineering intern.   Throughout his 25 year career, he has rotated 13 times across eight different affiliates spanning consumer, pharmaceutical and medical device healthcare sectors. He holds a variety of diverse experiences in Procurement, Manufacturing, Planning, Distribution, Transportation, Finance, Customer Marketing and Logistics, Customer account Team leader and Sales Management

External Network Innovation in Supplier Diversity

Large businesses and government organizations are increasingly strengthening their supplier diversity and sustainability programs as part of overall social responsibility. As a result, more and more businesses are requiring suppliers to showcase yearly improvement in diversity during tendering events. Companies that develop strong relationships with suppliers, helping them achieve these goals by mentoring, financial education and assistance, build brand loyalty that is reflected in their workforce and customer demographics. Ruben Taborda and Javier Palomarez will discuss supplier diversity programs and how corporations can partner with key advocacy groups such as local Chambers of Commerce to strengthen their overall image and reputation with key customers and government officials.

Javier Palomarez   is the President and CEO of the United States Hispanic Chamber of Commerce (USHCC), the leading advocate for nearly 3 million Hispanic-owned businesses and over 200 local Hispanic chambers throughout the United States. Prior to the USHCC, Palomarez served as Vice President of Multicultural Marketing at ING Financial Services, where he was recruited to lead diversity outreach programs. Javier will be joining Ruben for a discussion on supplier diversity programs, and how organizations can improve their reputation and leverage multi-cultural talent.

Javier PalomarezPresidentUnited States Hispanic Chamber of Commerce

Vishal Alhuwalia Executive Director, OutsourcingUBS

Vishal is an accomplished leader in conceptualization and implementat ion of g lobal sourc ing strategies , development of delivery organizations and integration of corporate cultures that impacts enterprise profitability. He has over 20 years of experience in the sector across North America, Latin America, Europe and Asia Pacific regions.   He is currently leading and responsible for delineating outsourcing strategies for UBS Bank; with a strong focus on managing services across ITO, BPO and KPO.

The Evolution of Outsourcing & Offshoring

This presentation will discuss how the different regions add value to an outsourcing portfolio. Human capital is increasingly playing a larger role in outsourcing and offshoring activities, as it is important to bridge cultures and cost arbitrages to improve the quality of your operations. This is especially important when sourcing in diverse geographies and shared services can help an organisation overcome these challenges and act as a bridge between Finance, IT, and Operations teams. Finally, is near shoring going to change how organisations manage their back office and non-critical processes, and are non-cost related factors are going to affect future initiatives?

Jim MoiseChief Sourcing OfficerFifth Third Bank

Melissa Stegman has focused on the world of sourcing, services and contracts for 17 years, on both the buy and sell side, and in settings as diverse as non-profit, privately held market leader, Fortune 500 and now a large financial institution.Melissa has selected supplier partners, negotiated and managed hundreds of primarily IT and HR related agreements for business process outsourcing, offshore development centers, contingent s t a f f i n g a n d o t h e r s , b o t h U S b a s e d a n d abroad.   Currently, Melissa is responsible for managing supplier relationships for ODC, BPO and other professional services for Fifth Third Bank. Melissa Stegman is a native of Cincinnati, Ohio and graduate of the University of Cincinnati College of Law.

The Factors Behind Outsourcing at Fifth Third Bank

The financial services industry faces many of the same challenges as other business sectors, but due to special nature of the data being handled, customer sensitivity around that data, and the regulatory environment, there are several additional factors that weigh heavily in the decision to outsource.   This presentation will focus on the factors that are considered when choosing to outsource work, both onshore as well as offshore, and the criteria used to determine which provider will be chosen, in the financial services industry.

As the Director of Strategy – Business Process Excellence at Kraft Foods Group, Ryan is responsible for the end to end integration of Kraft’s processes, systems, and organizations.   He has responsibility for the relationship management of Kraft Foods’ primary BPO provider, and prov ides thought leadersh ip surround ing the development of BPO strategy, provider selection, and transition activities.   Ryan has been with Kraft for just over 3 years, and has led multiple initiatives across Kraft Foods’ businesses and processes to bring simplification, s t a n d a r d i z a t i o n a n d i n c r e a s e d , s u s t a i n a b l e improvements.   Prior to joining Kraft, Ryan held multiple operational and supply chain roles with Honeywell International and was an Officer in the United States Army

Ryan KuoDirector, Strategy & Business Process ExcellenceKraft

Kraft’s Outsourcing Philosophy & Successful Outsourcing Scenarios

After multiple large scale BPO efforts across Kraft Foods we finally “cracked the code” in our recent work to transition our Procure to Pay and Travel/Expense support processes.   Ryan Kuo will discuss the lessons Kraft has learned over the past 18 months that have result in some of the most successful outcomes the company has seen in this area.  The session will cover Kraft’s cultural views on BPO service providers, the outsourcing company’s critical responsibilities in making any transition successful, and some specific case study examples of how Kraft has successfully managed its BPO strategy.

Carlos BarajasDirector, SourcingWalgreens

Mr. Barajas was born in Mexico an initiated his career there with Whirlpool in 1991.   He graduated with a BA in Economics from the Monterrey Tech and MBA from the Universidad Regiomontana, both at Monterrey Mexico.  Mr. Barajas initiated his career as a Buyer and then Commodity Manager at Whirlpool in Monterrey, Mexico and in late 1997 he was asked to join the Global Procurement Group based at St. Joseph, MI.   During his career at Whirlpool, he has held different positions with increasing responsibility for global commodities such as steel, compressors, motors, glass, evaporators and other.  Most recently he is responsible for the sourcing of finished products for Whirlpool in North America which includes brands such as Kitchen-Aid, Maytag, Whirlpool, Jenn-Air, Amana, etc.

Outsourcing in America

The concept is that sourcing of products in America is growing again as competitiveness in countries such as China continues to deteriorate.   Also, the benefits of IP p rot e c t i o n , l e a d t i m e , q u a l i t y a n d i m p rov e d communication can outweigh any additional pricing gap that is associated with offshoring manufacturing and operations.   This trend can be seen across American industry as firms such as Walmart are also advertising and making efforts to increase "Made in America" products.

Echo YangChief Procurement OfficerPlaybutton

Echo works as Chief Procurement Officer at Playbutton and i s respons ib le for product deve lopment , manufacturing, supply chain and operations since it's inception. With 8 years experience working in Global Strategic Sourcing at such organizations as IBM, Lenovo, and Gerber Technology, Echo has managed strategy development in electronic and mechanic components, new supplier qualifications, merger & acquisition and global team building. She received her MBA from Duke University with a concentrated in Strategy and Marketing.

Diverse Outsourcing within Startups & Businesses at Scale

Compared to the big enterprises, a startup company with limited resources is inevitably facing more challenges in the world of outsourcing, especially when it comes to the outsourcing of manufacturing and production. How can you better leverage the negotiation power with the suppliers while having comparably lower order volume? More importantly, how can you communicate, motivate, and monitor the suppliers to ensure quality of final products? Echo Yang, having extensive outsourcing experiences with both fortune 500 enterprise and high tech startup, will share her experiences and insights to answer these questions.

Ermal ShehuDirector, FinanceCott Beverages

Ermal Shehu is a Finance and Sourcing Director at Cott Beverages. He leads a team of finance experts and partners with the CFO and CPO to implement global sourcing and reporting analytics. Prior to Cott Beverages, Ermal was a Finance Director at Sears, where he managed planning, forecasting, cost structuring and month end processes and over his 7 year tenure at Sears, he has held managerial and analyst roles. Ermal is also an adjunct professor at Walter E Heller College of Business Administration, where he applies his finance & procurement experience to an academic setting.

Outsourcing is Not an Approach to Cost Savings, But a Path to Value Creation

Outsourcing is frequently viewed as a silver bullet for all cost related pains. That’s not the whole story. While it is true that outsourcing can help rebalance corporate budgets, it can also create unexpected advantages and disadvantages. What we should not ignore, is that many companies are scrutinizing outsourcing. Let’s not forget when we discuss outsourcing, we need to look at value creation not simply cost cutting.

John BittnerSenior Vice PresidentSGK Inc.

John Bittner is currently the Senior Vice President and Managing Director of SGK and is responsible for driving the growth of its global clients’ businesses by leveraging its global network and expanding arsenal of services to synchronize the development and deployment of brands across multiple touch points. Prior to SGK, Bittner was employed by InnerWorkings in New York, where he served as vice president, strategic account operations and was responsible for sales and management across the marketing services sector of procurement. Prior to InnerWorkings, Bittner served as procurement and operations executive for Kordet Group in New York, NY. He has also served as a global consultant, leading procurement and operations for business transformation outsourcing at IBM Global Business Services in New York.

Hybrid Offshoring of Marketing Services

Offshoring of Marketing Services can offer distinct and measurable advantages in both cost savings and improved marketing performance – but only if you do it right!Advantages can include significant cost savings, improved brand performance, shorter turn times and increased speed to market.Risks can include loss of brand integrity, lack of consistency and quality, loss of expertise and ultimately erosion of top line revenue.A hybrid offshoring solution is a proven way to mitigate these risks while achieving the same benefits over time.   Planning, execution and ongoing governance are key factors in the long term commitment required to successfully offshore this extraordinarily important segment of spend.

Ermal ShehuDirector, FinanceCott Beverages

Damani ShortFormer Executive Director, IT Risk ManagementJohnson Controls

Damani Short, former Executive Director IT Risk at Johnson Controls, Inc. was responsible for managing information risk in areas of IT Security, Information Privacy, and Disaster Recovery for all of JCI's $43B portfolio of businesses.   Prior to this role, he led IT for a $5B commercial real-estate outsourcing business, led Emerging Markets IT for SC Johnson, served as CIO of the US Olympic Committee, and VP & CIO for Banta Corporation. In context of his current and past roles, Damani has led global transformations of IT teams as large as 300 strong spanning 36 locations around the globe, and has gained deep experience in organization & functional design leveraging any number of talent and service sourcing models.

The Intersection of Risk Management, Organizational Design & Talent Management

Offshoring of Marketing Services can offer distinct and measurable advantages in both cost savings and improved marketing performance – but only if you do it right!Advantages can include significant cost savings, improved brand performance, shorter turn times and increased speed to market.Risks can include loss of brand integrity, lack of consistency and quality, loss of expertise and ultimately erosion of top line revenue.A hybrid offshoring solution is a proven way to mitigate these risks while achieving the same benefits over time.   Planning, execution and ongoing governance are key factors in the long term commitment required to successfully offshore this extraordinarily important segment of spend.

Lalit has served as Chief Information Officer at Tronox since March 2013.   In this position, Lalit is leading the building of a worldwide IT/IS system, including global SAP implementation, to ensure data integrity and advance overall businesses success. Lalit brings more than 23 years of experience in IT and logistics to Tronox.   He was previously with Arysta LifeScience, a global agro-chemical manufacturer with operations in 45 countries, where his work focused on optimizing and streamlining enterprise-wide technology infrastructure to provide revenue enhancing solutions, increased efficiencies and global collaboration.  .

Lalit PandaChief Information OfficerTronox

Outsourcing Models Across Industires

As outsourcing (both offshore and onshore) has matured, it is interesting to see the commonalities and differences across industries. Having worked in many industries and functions, it is worth noting the variations in approaches based on business drivers, geographic scope, functional scope, economics, etc. Understanding what works and what does not ensures success of outsourcing initiatives. Approaches for outsourcing logistics in North America, customer service in Europe, or IT development across several continents cannot all be the same and needs to take into account the special challenges of each initiative. Yet similar themes in core competencies, cost leverage, economies of scale, etc., span these industries and outsourcing initiatives. This presentation will aim to stimulate a lively debate and discussion on the drivers for success of outsourcing initiatives by looking across these types of initiatives.

Silver Pass

$1395Access to all sessions &

networking event

$1195Early Bird Price

(before February 21)

Diamond Pass

$1895Access to all sessions, networking events, annual subscription to IE. membership &

Strategic Analysis Report

$1695 Early Bird Price

(before February 21)

Gold Pass

$1595Access to all sessions, networking events &

annual subscription to IE. membership

$1395Early Bird Price

(before February 21)

Outsourcing Innovation SummitDate: March 12 & 13,Location: Miami, Florida

F TI L

For larger groups or special requests contact Pedro Yiakoumi by calling +1 415 992 5658 or email pyiakoumi@theiegroup.comTeam discounts are applicable at the point of registration only.

Ways to Register

+44 207 193 9385 +1 310 598 7733 Click Here to Register

Group Discount Offers3 Silver Passes: $2250 ($750 per attendee)5 Silver Passes: $3500 ($700 per attendee)3 Gold Passes: $2850 ($950 per attendee)5 Gold Passes: $4500 ($900 per attendee)3 Diamond Passes: $3450 ($1150 per attendee)5 Diamond Passes: $5500 ($1100 per attendee)

Type to enter text Registration Pricing

The Information

On-Demand

$600Full access to a live recording

acrossboth days of the presentations

Access to IE.membership siteto view the event

materials

1 Day Pass

$595Full access to your chosen day of the

summit, including networking events

30 dayonline access to event materials

Schedule

Networking Drinks 17.00 - 19.00

March 13

Session One 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Two 10.30 - 12.00

Lunch 12.00 - 13.30

Session Three 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Four 15.30 - 17.00

Day Two

March 12Day One 08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

19.00

08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

Session Five 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Six 10.30 - 12.00

Lunch 12.00 - 13.30

Session Seven 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Eight 15.30 - 17.00

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1. Delegate Information...

2. Pass Types...Early Bird Pass Options until February 21, 2014

Early Bird Silver: $1195 Attendees ____ Early Bird Gold: $1395 Attendees ____ Early Bird Diamond: $1695 Attendees ____

Regular Pass Options after February 21, 2014 Silver Pass: $1395 Attendees ____ Gold Pass: $1595 Attendees ____ Diamond Pass: $1895 Attendees -----

l One Day Pass: $595 Attendees ----- On-Demand: $600 Attendees -----

Group Discount Pass Options 3 Silver Passes:$2250 ($750 per attendee) 5 Silver Passes: $3500 ($700 per attendee) 3 Gold Passes: $2850 ($950 per attendee) 5 Gold Passes: $4500($900 per attendee) 3 Diamond Passes: $3450($1150 per attendee) 5 Diamond Passes: $5500 ($1100 per attendee)

For larger groups or special requests contact Pedro Yiakoumi by calling +1 415 992 5658 or email pyiakoumi@theiegroup.comGroup passes only available when all participants register together.

Pass Descriptions:Silver Pass: Access to all sessions & networking eventsGold Pass: Access to all sessions, networking events & annual subscription to IE. membershipDiamond Pass: Access to all sessions, networking events, annual subscription to IE. membership & Strategic Analysis Report

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Prices are exclusive of VAT. Places are transferable without any charge to another Summit occurring within 12 months of the original purchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before February 10th 2014 incur an administrative charge of 50%. If you cancel your registration after February 10th, 2014 you will be charged the full fee. You must notify The Innovation Enterprise in writing of a cancellation, or you will be charged the full fee. The Innovation Enterprise reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

Registration FormOutsourcing Innovation SummitMarch 12 & 12, 2014 | MiamiFor registration or more information on the program, please call Pedro Yiakoumi on +1 415 992 5658, or fax this registration form to +1 (323) 446 7673

3. Payment Options...

JanuarySales & Operations Planning Innovation SummitJanuary 23 & 24Las Vegas

OctoberSales & Operations Planning Innovation SummitOctober 22 & 23Berlin

Sales & Operations Planning Innovation SummitOctober 23 & 24Shanghai

JuneSales & Operations Planning Innovation SummitJune 25 & 26Singapore

NovemberChief Supply Chain Officer & Inventory Optimization SummitNovember 5 & 6 Chicago

MayS&OP for Consumer Packaged Goods SummitMay 21 & 22Chicago

AprilHigh-Tech Supply & Demand SummitApril 8 & 9San Francisco

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MarchOutsourcing Innovation SummitMarch 12 & 13Miami

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Partnership Opportunities: Giles Godwin-Brown | ggb@theiegroup.com | +1 415 692 5498Attendee Invitation: Sean Foreman | sforeman@theiegroup.com | +1 415 692 5514

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SeptemberSales & Operations Planning Innovation SummitSeptember 11 & 12Boston

AprilFP&A for High TechSummitApril 8 & 9, San Francisco

Financial Forecasting & Planning InnovationSummit April 9 & 10, London

FebruaryFinancial Forecasting & Planning InnovationSummitFebruary 19 & 20, San Diego

OctoberCFO Rising WestOctober 21 - 23, San Francisco

Corporate Venturing Summit October 21 - 23, San Francisco

Start Ups & The CFOOctober 21 - 23, San Francisco

Financial Forecasting & Planning InnovationSummitOctober 23 & 24, Shanghai

Financial Forecasting & Planning Innovation SummitOctober 30 & 31, Mumbai

SeptemberFinance Transformation Summit September 9 & 10, Boston

Financial Forecasting & Planning Innovation Summit September 9 & 10, Boston

Risk Management Summit September 11 & 12, Boston

Compliance & Regulation Summit September 11 & 12, Boston

CFO InnovationSummit September 17 & 18, London

MayFinance in Pharma & Healthcare ForumMay 14 & 15, Philadelphia

Treasury Management SummitMay 14 & 15, Boston

FP&A for Consumer Goods Summit May 21 & 22, Chicago

JanuaryCorporate Performance ManagementJanuary, 27 & 28, New York

Partnership Opportunities: Giles Godwin-Brown | ggb@theiegroup.com | +1 415 692 5498Attendee Invitation: Sean Foreman | sforeman@theiegroup.com | +1 415 692 5514

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MarchCFO Rising EastMarch 12 & 13, Miami

CFO InnovationMarch 12 & 13, Miami

Corporate Finance TechMarch 12 & 13, Miami

Outsourcing Innovation SummitMarch 12 & 13, Miami

Financial Forecasting & Planning Innovation SummitMarch 25 & 26, Hong Kong

DecemberController SummitDecember 3 & 4, Boston

NovemberBig Data For FinanceNovember 12 & 13, Boston

CFO Playbook for Private CompaniesNovember 19 & 20, Miami

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