Global Partner for Success
Outsourcing Governance Vendor Management ITIL
San Francisco Chapter Co-Chair
Everest Group
Global Sourcing Optimization Services (GSOS)
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IAOP Chapter: New York
Next meeting to be announced.
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Vivian Hanson, Co-chair
Partner, Technology Transactions
Morrison & Foerster LLP
Morgan Davis, Co-chair
Senior Manager, Strategy & Operations Team
Deloitte
Executive Advisory Committee
Hongfei Huang, CEO, Insigma US, Inc
Communication - Foster communication, networking and value creation within the community of outsourcing professionals in the tri-state New York metropolitan region. n
Education - Conduct education, training and professional development of outsourcing participants in the region. Discover, develop and promulgate best practices for the profession, particularly as applicable to industries represented in the region. n
Cooperation - Encourage constructive cooperation among the region’s customers, providers, advisors, academia and government.
Face-to-face (office, meeting room)
All IAOP Chapters adhere to the non-solicitation policy. Click here to view the policy.
Past Meetings
The 2011 Outsourcing Tools & Technology Symposium – East
The IAOP New York, New England, Cloud Computing and Outsourcing Tools & Technology Innovation chapters hosted a Symposium where leading outsourcing customers, providers and advisors shared their experiences and best practices in the use of advanced tools and technologies to improve the value from outsourcing and/or shared services. Speakers shared how they’ve used these tools and technologies to positively impact the financial performance, service quality, capabilities delivered, risk/compliance and overall governance of their existing contracts/relationships. Industry leading outsourcing and shared service center tools providers came together to demonstrate how their solutions can be put to work quickly and affordably to deliver enhanced business value to your organization. A half-day Tools Provider Workshop followed the Symposium on May 25, enabling organizations to become intimately familiar with technologies available from these leading tools providers.
Tuesday, May 24
Kick-off:
Outsourcing Accelerated – Service Delivery in the Age of Cloud Computing
Brian Zeve, General Manager, Professional Service Industry, Microsoft
Keynotes:
The innovation Blind Spot: a Darwinian Crisis
Audrey MacLean, Professor, Stanford University
Tools and Accelerators to Help Lower the TCO for Technology Adoption
Nageswar Cherukupalli, Senior Engagement Manager, Information Management, Infosys
The Cloud Enabled Business
Saideep Raj, Senior Executive, Accenture
Why BPO Is Broken and How BPaaS Could Be the Solution
Arijit Sengupta, CEO, BeyondCore, Inc.
User Break-out Sessions
Use of Next-Generation Tools and Tools Enabled Services for Spend Insight and Improved Compliance and Governance
Irfan Burney, VP, Citigroup
Nipun Sehgal, CEO, Enlighta, Inc.
Panel Discussion
Moderator: Matthew Karlyn, Attorney, Foley & Lardner, LLP
Panelists:Kari Murphy, Managing Director, HengTian Services LLC
Alex Kozlov, Director of Marketing, Compass America Inc.
Andy Lewkowicz, Vice President, RR Donnelley
The User Experience Aspect of Enterprise Project Portfolio Management Systems
Kambiz Heydari, President, Velero Technologies
Optimizing the outsourcing/off shoring process from an Intercultural Management perspective
Pernilla Roersoe, Managing Director, Senior Consultant, itim Denmark
Jerry Vastano, Managing Director, Consultant/Trainer, itim USA
Taking a Health Check of Outsourcing Relationships - The Kodak Case Study
Teresa Harris, COP, Global Partner Mgr. , Kodak, Inc.
Matt Shocklee, COP, President & CEO, GSOS & IAOP Global Ambassador
Can You Trust Your Service Provider? Solving the Transparency and Governance Challenge!
Steve Sawtelle, Dirctor of Global Asset Management, CSC
Lou Salfi, VP Worldwide Sales, Blazent
Power Tools for Thorny Problems
Al Crew, Director, Strategic Sourcing, CIGNA
Doug Parker, Consulting Principal, Pillsbury Winthrop Shaw Pittman, LLP
Rober Zahler, Partner, Pillsbury Winthrop Shaw Pittman, LLP
Wednesday, May 25
Tools Provider Workshops
How to Perform an Outsourcing Relationship Health Check - Tools & Techniques
Matt Shocklee, COP, President & CEO, GSOS & IAOP Global Ambassador
Implementing Supplier Governance Solutions
Nipun Sehgal, CEO, Enlighta, Inc.
IT Outsourcing Lessons Learned: What It Takes to Get What You’re Paying For
Howard Hastings, Sr. Director Products & Marketing, Blazent
Too Good to Be True? See for Yourself.
Arijit Sengupta, CEO, BeyondCore, Inc.
An Emerging Approach to Facilitating Sourcing Management Through Improved Data Mobilization
Jeff Oxman, Partner, TPI
Alex Kozlov, Director of Marketing, Compass Management Consulting
Cloud Computing Overall; Private vs. Public Clouds
Vishwas Lele, CTO, AIS
Brian Zeve, General Manager, Professional Service Industry, Microsoft
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Meeting March 2, 2011
A meeting of the New York Chapter, chaired by Morrison & Foerster, Deloitte and Morgan Stanley, was held on March 2, 2011, from 3:00 to 5:30 pm at the offices of Morrison & Foerster, LLP.
Nearshoring: Capitalizing on the Expansion of Services Delivery in the Americas
Nearshore services continue to gain significant momentum in the global services/ outsourcing market. Based on the appeal of geographic proximity, a well-educated workforce and convenient time zones, delivery from Latin America, the Caribbean and Canada is increasingly on the radar of global sourcing managers. Nonetheless, the full potential of the nearshore services industry is still not widely understood. Are English skills strong enough, is there a plentiful supply of IT-BPO trained talent – and what about geopolitical risks?
Our March 2 IAOP chapter meeting got to the heart of the Nearshore outsourcing issue – we welcomed several leading experts on the Latin America offshoring outsourcing trend, including Executive Director and Distinguished Professor at Stevens Institute of Technology, Dr. Jerry Luftman, and Kirk Laughlin, Founder and Editor of the leading online news/ analysis media brand, Nearshore Americas.
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Meeting held June 8, 2010
There was a joint meeting of the New York Chapter, chaired by Morrison & Foerster, Governance Chapter, chaired by Vantage Partners and the Outsourcing Tools and Technology Chapter, co-chaired by Amex, AT&T, BeyondCore, GSOS and Wipro on June 8, 2010, from 3:00 to 7:00 PM hosted by Morrison & Foerster, LLP.
Using Tools to Assist Governance of Outsourcing Relationships
Governance of outsourcing relationships requires frequent communication, coordinated escalation and resolution of issues, and joint agreement on how to measure successes and failures. Governance can be greatly enhanced by the use of tools that support the parties’ efforts.
Who should bring these tools to the table? The service provider? The customer? Both? How can the customer assure consistency of management across multiple service providers? What is the state of the art for products in this space?
Service providers, customers, tool providers and advisors addressed best practices in rationalizing the governance of outsourcing relationships. Whether you are concerned with management of ongoing relationships or are contemplating new deals, you need to keep up with developments in this area.
Sourcing Relationship Management - Trends and Directions in Tools & Technologies in Outsourcing/Shared Services
Matt Shocklee, GSOS, Outsourcing Tools & Technology Chapter Co-chair
Customer case study on use/impact of tools and technology as it relates to governance in outsourcing relationships
Intro to Panel Discussion
“How do tools support effective management of outsourcing relationships? Can they hinder effective conversations?”
Danny Ertel, Vantage Partners, Governance Chapter Chair
Panel Discussion “Use and Future of Tools and Technology in Governance in Outsourcing Relationships”
Moderator: Danny Ertel, Vantage Partners, Governance Chapter Chair
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Meeting held January 26, 2010
A meeting of the IAOP New York chapter chaired by Morrison & Foerster LLP was held in conjunction with the inaugural meeting of the IAOP Cloud Computing chapter chaired byBeyondCore, Microsoft, Accenture and Infosys on Tuesday, January 26, 2010 from 3:00 to 5:00 pm at the Omni Berkshire Place Hotel, 21 East 52nd Street, New York, NY 10022.
This meeting, the inaugural meeting of the newly formed Cloud Computing chapter of the IAOP, focused on the business value, as well as the risks associated with the rise of Cloud Computing outsourced solutions. Is Cloud Computing just another information technology development that outsourcing professionals need to understand, or could it have a more profound impact on the way ITO and BPO is sourced and managed? How can Cloud Computing bring new business value to your enterprise? Do the potentially increased risks of non-compliance outweigh the substantial cost savings available in Cloud Computing arrangements?
“What is Cloud Computing, and Why Should You Care? A Technology vs. Business Value Perspective”
Elliott Ichimura, Cloud Computing Chapter Co-chair, Microsoft
Arijit Sengupta, Cloud Computing Chapter Chair, BeyondCore
“The Potential Rewards and Risks of Cloud Computing.”
Gartner claims that by 2012, BPO services sourced through the cloud will grow from 5% to 25%. However, experts seem to disagree on the benefits and risks of Cloud Computing. A panel of customers, providers and advisors will share their varied perspectives on this topic.
Ramana Bhandaru, Managing Director - Enterprise Data Management, Citigroup
A.F. David Steiner, Morrison & Foerster
Joseph Tobolski, Senior Executive, Accenture
JP Balakrishnan, Head of Client Services – Emerging Technologies, Infosys.
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Meeting held September 15, 2009
The most recent meeting of the IAOP New York Chapter. Chaired by Michael Latchford of PA Consulting Group and sponsored by Paul Hastings LLP, the event was held on Tuesday, September 15 at the offices of Paul Hastings located at 75 E. 55th Street, New York, NY, from 8:00am to 11:00am.
This meeting featured a presentation on the Trends in Financial Outsourcing by both Doug Plotkin from PA Consulting Group and David Klein from Paul Hastings. This was followed by industry insights from a panel of sourcing and financial services experts - offered from both client and vendor perspectives. Specific challenges to the industry and identify opportunities where outsourcing can play a unique role in assisting customers were discussed.
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Meeting held June 4, 2009
The most recent meeting of the IAOP New York Chapter, chaired by Michael Latchford of PA Consulting Group, was coordinated with the meeting host Mayer Brown LLP and held on Thursday, June 4, 2009 at the Mayer Brown LLP offices on Broadway in New York.
The meeting featured presentations on "Trends in Pharma/Life Sciences Outsourcing: Sourcing Successes and Strategies in the Life Sciences and Healthcare Industry"delivered by Chris Nuttall of PA Consulting Group and "Capturing the Value in Pharma Sourcing/Life Sciences Sourcing: Maximizing the Opportunities and Managing the Risks," delivered by Paul Roy of Mayer Brown LLP. The presentations were followed by a lively panel discussion, moderated by Rebecca Eisner of Mayer Brown LLP, on "The Future of Outsourcing in Pharmaceutical/Life Sciences Sector" and featured panelists from across the industry, including Jordan Cohen, Senior Director of PfizerWorksfrom Pfizer Inc; Julia V. Santos, Director of Worldwide Strategic Outsourcing from Johnson & Johnson Consumer Companies, Inc; Richard Slater, Director of Finance from Novartis; Paul Roy, Partner from Mayer Brown LLP; and Chris Nuttall, Partner from PA Consulting Group. Discussion centered around the specific challenges to the industry and identified opportunities where outsourcing can play a unique role in assisting customers.
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Meeting held May 5, 2009
A meeting of the IAOP New York Chapter chaired by Michael Latchford of PA Consulting Group was held on Tuesday, May 5, 2009 at The Cornell Club, 6 East 44th Street, New York, NY.
The meeting was coordinated with the event host Loeb & Loeb LLP and featured a joint presentation on the topic of "Outsourcing in Today's Economy" delivered by Scott Lever of PA Consulting Group and Kenneth Adler of Loeb & Loeb LLP. The presentations were followed by a lively panel discussion focused on the topic of “Revisiting Existing Agreements for Renegotiation Opportunities” featuring panelists from all three areas of the sourcing industry: advisor, provider and customer. Panel members included:
Steve Semerdjian, partner with Loeb & Loeb LLP, Edmond Cunningham, senior partner with PA Consulting Group, and Krishnan Rajagopalan, global head of life sciences BPO withCognizant Technology Solutions.
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Meeting held September 18, 2008
The September meeting of the IAOP New York Chapter, chaired by Michael Latchford of PA Consulting Group, was coordinated with the IAOP Global Human Capital Chapter and held on Thursday, September 18, 2008 at the Kirkland & Ellis LLP New York Office, Citigroup Center, 153 East 53rd Street, New York, NY.
The meeting featured a presentation entitled “Building the Outsourcing Professional’s Skill Portfolio” delivered by Michael Corbett, Chairman of IAOP, and Kurt Kohorst, AVP Outsourcing Programs of Safeco Insurance. Next, a panel discussion led by Lori Blackman of DNL Global and co-chair of the Global Human Capital Chapter addressed “Human Capital Disparity and Constraints in the Outsourcing Market”. Panel members included: Julia Santos, director of worldwide strategic outsourcing at Johnson & Johnson and co-chair of the Global Human Capital chapter, Allan Schweyer, executive director at the Human Capital Institute, Smriti Krishna, vice president human resources at Genpact, and Neil McEwen, managing consultant at PA Consulting Group.
Participants learned about the Career Mapping Materials plus how one organization used them to build their outsourcing professionals’ skill portfolios! In addition, they listened to the experts as they discussed human capital in the outsourcing marketplace!
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Meeting held Wednesday, June 18, 2008
The IAOP New York City Chapter, chaired by Michael Latchford of PA Consulting Group, held its June meeting on Wednesday, June 18, 2008 at the Yale Club.
The meeting agenda was the following:
8:00am to 8:30am: Registration, Continental Breakfast & Networking
8:30am to 8:40am: Welcome & Introductions - Michael Latchford, PA Consulting and IAOP NY Chapter Chair
8:40am to 8:50am: "The Transition Challenge" - Scott Lever, PA Consulting and Panel Moderator
8:50am to 10:00am: "Managing the Successful Transition to Outsourced Services" Panel Discussion
10:00am to 10:30am: Networking
The roundtable discussion, led by Edmond Cunningham and Scott Lever, featureda unique and comprehensive perspective of the outsourcing industry. The panelists for our “Managing the Successful Transition to Outsourced Services” Panel Discussion included: Donald Mones, Vice President, Global Outsourcing Planning & Strategy at McGraw-Hill, David MacDonald, Partner at Kirkland & Ellis LLP, David Perko, formerly Service Delivery Manager atTeradyne, Jeff Richards, Transition Program Office Head at ACS
Edmond Cunningham, Senior Partner at PA Consulting Group.
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Chairman’s Summary: March 19, 2008
On Wednesday, March 19th, theIAOP NY Chapterheld its first meeting of 2008 with an event chaired by Michael Latchford of PA Consulting Group that focused on the topic of 'Innovation in Sourcing'. Giving credence to the ever-growing demand for more innovative means to deliver services and enhance outsourcing partnerships, the 3-hour event included both a presentation and a panel discussion on the topic as well as a forum for networking, bothbefore and after the event.
The featured presentation, “Innovation in Sourcing”, delivered byKrishnan Rajagopalan, Ph.D. fromPA Consulting Group provided an overview and insights into how companies, particular those oncustomer-side, can utilize innovative techniques in developing their sourcing strategy and engaging the marketplace in a manner that provokes service providers to respond with their own innovative solutions.
Following this dynamic presentation, Doug Plotkin, Partner with PA Consulting Group moderated a panel discussionthat included representatives from all three outsourcing perspectives — customer, vendor and advisor —all whom shared personal experiences and insights on the topic ofinnovation. The panel itselfincluded the following
Lisa Abe, Partner with Fasken Martineau DuMoulin LLP
Anthony D’Ambrosi, Senior Vice President, IT Sales and Marketing with ACS
Pavan Kumar M, Chief Technology Officer with Satyam
Ashish Malhotra, Director, Global Resource Strategy with Citi Markets & Banking Technology
The agenda for the eventwas as follows, and the material presented can be found in the IAOP Knowledge Center, Firmbuilder.com by following the Chapter Presentations link
8:00-8:40: Registration, Continental Breakfast & Networking
8:40-8:45: Welcome & Introductions by Michael Latchford, NY Chapter Chair
8:45-9:30: "Innovation in Sourcing"presentation
9:30-10:50: "Innovation in Sourcing" panel discussion
10:50-11:00: Closing Remarks from by Michael Latchford, NY Chapter Chair
Please join us at our future events, scheduled in each of the remaining quarters of 2008. As mentioned above the next meeting is scheduled for June 19, 2008.
Chairman’s Summary: Meeting held –September 13, 2007
The September 13 meeting of the IAOP NY Chapter focused on the Financial Services industry, and involved a panel discussion of several financial institutions and advisors on the topic of 'Accelerating Growth Through Outsourcing & Offshoring'.
Panel Members included:
John Stone, Managing Consultant at PA Consulting Group (moderator)
Nigel Howard, Partner at Mayer Brown
Andrea Kirk, Vice President of Credit Derivatives at Goldman Sachs
Michael Morandini, Vendor Mgmt & Outsourcing Lead for Fixed Income IT at UBS
Peter Nag, Director of Smith Barney Technology Group at Citigroup
Recognizing that outsourcing is more about a complex change and transformation program than a mere transaction and/or cost reduction exercise, the Moderator, John Stone from PA Consulting Group, utilized PA's Change Framework during the roundtable discussion that organized the various topic questions around the framework's core principles: Making it Essential, Making it Ready, Making it Happen and finally, Making it Stick.
After providing their own overview of outsourcing and offshoring of services within financial institutions, the panelists then engaged in a lively and thought-provoking discussion around the various topics, providing their own insights into how their companies, and the industry as a whole, as approach the topic at hand.
The event was well received by those in attendance, and we look forward to the next event in latter Q4 or early Q1 2008.
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Chairman’s Summary – May 9, 2007
In cooperation with the International Association of Outsourcing Professionals (IAOP), PA Consulting Group held New York's second Chapter meeting on May 9th at the Yale Club of New York City. Chris Nuttall of PA Consulting Group led a panel discussion on How to Create and Sustain Successful HR Outsourcing Deals. The panel included: David Wilson of PA Consulting Group, Stephen Nordahl of Millbank, Tweed, Hadley & McCloy LLP and David Kinnear of DDC HRO. The panel focused on successfully employing outsourcing as a management tool for improving HR’s performance. They gave a wealth of real-life experience covering three perspectives: advisor, vendor and client.
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Inaugural Breakfast Meeting – Chairman’s Summary
In cooperation with the International Association of Outsourcing Professionals (IAOP), PA Consulting Group held New York's inaugural Chapter meeting on March 7th at the Yale Club in New York City. IAOP Chapter meetings focus on sharing knowledge, expertise and insight on the practice of outsourcing. PA’s Doug Plotkin, and Elise Andreas from Pfizer gave a presentation titled, "Negotiating Winning Outsourcing Deals." Hsiu Mei Wong led the meeting’s welcome and wrap up discussions. There were a great deal of open dialogues and exchanges from over forty industry executives, providers and advisors from the surrounding tri-state area including Michael F. Corbett, Chairman of IAOP. The next meeting is scheduled for Wednesday, May 9, 2007.
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