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IAOP Chapter: Canada
Meeting to be held April 19, 2012
A meeting of the IAOP Canada Chapter, chaired by Fasken Martineau DuMoullin LLP, Manulife, CGI, Ryerson University and Xchanging will be held April 19, 2011, from 12:30 pm to 3:00 pm at Manulife's global head office, 200 Bloor Street East, Toronto.
Strategic CSR
- Review of CSR Corp Social Responsibility in Outsourcing Survey and Impact sourcing to benefit poor regions of world.
- Rural sourcing – Rockafeller report to what’s going on in rest of world and implications in Canada
- OSFI - public accountability statement (PAS) and social resp statement – on how financial institutions help Canadian society, employment and children
- Customer perspective; supplier perspective
Check back for additional details.
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Lisa K. Abe, Co-chair
Partner
Fasken Martineau DuMoulin LLP
Toronto, Ontario, Canada
Robert Alt, Co-chair
VP Global Services, Finance
Manulife
Jeff Green, Co-chair
Division Vice President
CGI
Ron Babin, Co-chair
Assistant Professor, Interim Director of the Ted Rogers School of Information Technology Management
Ryerson University
Keith Pires, Co-Chair
Vice President, Americas Relations
Xchanging
The primary focus of the Toronto Chapter of IAOP will be providing, building and creating knowledge base related to Canadian and cross-border outsourcing; participation in IAOP research; interpreting and sharing international best practices from outsourcing transactions and application to Canada.
Meetings will take place face-to-face and by teleconference
All IAOP Chapters adhere to the non-solicitation policy. Click here to view the policy.
Past Meetings
Meeting held September 14, 2011
A meeting of the IAOP Canada Chapter, chaired by Fasken Martineau DuMoullin LLP, Manulife, CGI, Ryerson University and Xchanging was held September 14, 2011, at the Toronto offices of Fasken Martineau at 333 Bay Street, Suite 2400, Bay Adelaide Centre, Toronto, ON M5H 2T6.
Lisa Abe of Fasken Martineau provided an overview of “Cloud Computing,” including: cloud computing defined; essential characteristics; deployment models; delivery/service models; who owns the cloud; negotiating agreements with cloud providers; key business and legal risks and practical tips.
Agenda
Introduction: About IAOP and the Canada Chapter
Cloud Computing Overview – Lisa Abe, Fasken Martineau
Questions
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Meeting held November 17, 2010
A meeting of the IAOP Canada (Toronto) Chapter, chaired by Lisa Abe of Fasken Martineau DuMoullin LLP, was held Wednesday, November 17, 2010, at the Toronto offices of Fasken Martineau, Algonquin And Escarpment Rooms, 333 Bay Street, Suite 2400, Bay Adelaide Centre, Toronto, ON M5H 2T6.
Lisa Abe of Fasken Martineau discussed new issues and trends that have arisen in recent negotiations with large software providers.
Topics included:
- Virtualization, Software Streaming and Cloud Computing
- Data Centre Backup Issues
- Software Shelving
- Desupport and Tied Selling
- Handling Third Party Products and Open Source Software
- Pricing Variables
Agenda
Registration and Lunch
Introduction: About Fasken and IAOP
Seminar
Questions
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Meeting held June 2, 2010
A meeting of the IAOP Canada (Toronto) Chapter, chaired by Lisa Abe of Fasken Martineau DuMoullin LLP, was held Wednesday, June 2, 2010 at the Toronto offices of Fasken Martineau DuMoulin LLP, 42 Calvin/Riddell, Toronto Dominion Bank Tower, 66 Wellington St W, Suite 4200 in Toronto.
“One of These Things is Not Like the Others: Special Issues in Collaborative Sourcing”
In recent years there has been proliferation of commentary on outsourcing, regarding best practices, trends, and common issues. Yet notwithstanding the volume of available content, there has been a tendency to paint all sourcing arrangements with the same brush. This seminar argues that one category of sourcing - collaborative sourcing - raises a series of unique issues which bear closer examination. Specifically, this session examines co-sourcing and shared servicescollaborative models, with a view to identifying those elements which differ from a typical outsourcing arrangement, and reviewing lessons learned, in order to ensure the success of such arrangements.
Agenda
12:00 pm-12:30 pm: Registration and Lunch
12:30 pm-2:00 pm: Presentation and Q&A
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Meeting held May 25, 2009
A meeting of the IAOP Canada (Toronto) Chapter, chaired by Lisa Abe of Fasken Martineau DuMoullin LLP, was held May 25, 2009 at the Toronto offices of Fasken Martineau DuMoulin LLP.
Lisa introduced the keynote speaker, Bruce Yott from Quint Wellington Redwood who addressed the topic of “Outsourcing Strategies to Create Opportunities in the Current Economy.” Bruce examined new drivers, trends and the movement to a multi-vendor environment; discussed new frameworks, contracts and impact on organizational structures and resources; addressed new roles for the CIO and CTO; reviewed balancing the management of innovation, flexibility and cost control as well as building in continuous improvement.
A snapshot of the agenda follows:
11:45 a.m. – 12:30 p.m.: Registration, networking and lunch
12:30 -1:30 p.m.: Welcome & Introductions, Keynote Speaker
1:30 – 2:00 p.m.: Questions & Answers, Additional networking
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Meeting held - October 22, 2008
The Canada (Toronto) Chapter held their most recent meeting, chaired by Fasken Martineau DuMoulin LLP, on Wednesday, October 22 at the Fasken Martineau DuMoulin offices, 66 Wellington Street West, Toronto Dominion Bank Tower, 36th Floor – Lewtas/Arnoldi Boardrooms, Toronto, Canada.
Chapter chair, Lisa Abe of Fasken Martineau DuMoulin introduced Mark R. McKay of Jones Brown Incorporated and John Beardwood of Fasken Martineau DuMoulin LLP who shared their expertise on the topic entitled “Keeping yourself covered: Insurance issues in Outsourcing Transactions.” Insurance is a form of risk management used to hedge against a risk of contingent loss. For a customer seeking to outsource a system or function, outsourcing transactions can increase this risk. This risk profile can further change where the provider is outside the jurisdiction, or part of a customer multi-sourcing strategy.
In order to improve the understanding of this area, our experts provided an overview of first and third party triggers; the importance of inclusions and exclusions, and looking behind the insurance certificate; how to dovetail the outsourcing and the applicable insurance contracts; multijurisdictional issues; and the role of special risk management vehicles like performance bonds.
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Meeting held - March 28, 2008
The IAOP Canada (Toronto) Chapter held their latest meeting on March 28, 2008 from 12:00 noon to 2:00 p.m. (EST) at the offices of Fasken Martineau DuMoulin LLP, 66 Wellington St. West, 42nd floor, TD Bank Tower, Toronto. As a convenience, the Fasken Martineau DuMoulin LLP Vancouver office participated by video-conference.
The topic of this first meeting in 2008 was “The Impact of Insolvency on Outsourcing Transactions” presented by Edmund Lamek & Lisa Abe of Fasken Martineau DuMoulin LLP.
Discussion included: the effect of the Bankruptcy and Insolvency Act and the Companies’ Creditors Arrangement Act on outsourcing contracts, Bill C-12, Canadian and U.S. liquidation and reorganization proceedings, assignability of contracts, termination rights and remedies, survival of licenses, due diligence for insolvency risk, contractual provisions and maintaining outsourcing services after an insolvency has occurred.
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Summary of meeting held November 23, 2007
The fourth meeting of the Canada (Toronto) chapter was held on Friday, November 23, 2007 at the offices of Fasken Martineau, Toronto. The meeting was video-conferenced to other Fasken Martineau locations as well.
The focus of the meeting was Information Security Compliance.
Anita M. Huntley, Partner and Jason J. Kee, Associate of Fasken Martineau covered emerging legal requirements regarding information security, the practical implications of these requirements on outsourcing, and how both customers and service providers can manage compliance.
Topics covered included:
- Emerging legal issues and requirements, including:
- Tort liability (incl. breach of confidence & negligence)
- Privacy (incl. breach notification requirements)
- Electronic documents and evidence
- Emerging corporate governance regulatory regime (SOX & MI 52-109)
- Impact of legal issues and requirements on outsourcing arrangements
- Effectively managing compliance in outsourcing agreements
- Using industry standards
- Compliance checklist
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Meeting held – Wednesday, August 22
The third meeting of the Canada chapter was held on Wednesday, August 22. Lisa Abe, Partner, Fasken Martineau and IAOP Toronto Chapter Chair, and Darlene Ross, Director, Technology Operations, BMO Financial Group presented on the topic Orientation, Governance and Administration
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Meeting held – Tuesday, June 19, 2007
The second meeting of the Canada chapter was held on Tuesday, June 19, 2007 at the offices of Fasken Martineau DuMoulin LLP, 66 Wellington Street West, 42nd floor, Dominion Bank Tower, Toronto.
Meeting Topic:
Connected Sourcing: The New Strategy Agenda
CEOs’ priorities, the experiences of leading organizations, and emerging technology trends all suggest that by 2010 the world will be even more global and competitive than it is today. Firms will focus more sharply on what they do best, and they will enlist a growing diversity of specialized suppliers for the rest.
In this world, some outsourced services will become highly commoditized while others will be truly differentiating. Organizations will increasingly look outside their walls not just to reduce costs but for innovation - in processes, product and service differentiation - to free up resources, transform their businesses, and facilitate sustainable competitive advantage. As supply networks become more global and complex, winning will depend on transparency, trustworthiness, and reciprocity -- In a word: collaboration.
Robert Scott of PricewaterhouseCoopers and Lisa Abe of Fasken Martineau discussed where outsourcing and offshoring is headed in 2010. They drew upon new PwC research on how collaboration, enabled by new technologies, is changing the business of outsourcing.
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