IAOP Chapter: New York

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.

Agenda:

3:30 pm: Joint Chapter meeting kick-off

Julian Millstein, Morrison & Foerster, New York Chapter Chair

3:40 pm: Sourcing Relationship Management - Trends and Directions in Tools & Technologies in Outsourcing/Shared Services

Matt Shocklee, GSOS, Outsourcing Tools & Technology Chapter Co-chair

3:55 pm: Customer case study on use/impact of tools and technology as it relates to governance in outsourcing relationships

4:30 pm: 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

4:45 pm: Panel Discussion “Use and Future of Tools and Technology in Governance in Outsourcing Relationships”

Moderator: Danny Ertel, Vantage Partners, Governance Chapter Chair

5:30 pm: Chapter Wrap-Up Discussion

5:45 pm: Networking Reception

7:00 pm: Meeting Ends

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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 by BeyondCore, 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.

Meeting held September 15

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.

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 PfizerWorks from 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. 

 

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 44^th 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 with Cognizant Technology Solutions.

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 53^rd 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!

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.

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.

Mark your calendars – here are the planned meeting dates for the rest of 2008: September 18, and December 11.  Details to follow!

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.

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.

 

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.