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IAOP Chapter: Charlotte

Meeting held November 16, 2017

The IAOP Charlotte chapter, co-chaired by KPMG, Duke Energy, Wells Fargo, ISG, and Canon Business Process Services, Inc. held a webinar on November 16, 2017 at 12:00 PM Eastern on the topic of "Strategic Sourcing in the New Economy: Harnessing Sourcing Business Models in Modern Outsourcing".

The outsourcing playing field is no longer one of labor arbitrage or low cost transactions, but knowing when and how to apply collaborative relationships where suppliers are incentivized to drive transformation and innovation with purposeful investments designed to create value for your organization.  University of Tennessee’s Kate Vitasek discussed her decade+ research into sourcing business models and why it is essential for organizations to begin “architecting” outsourcing relationships versus “buying” an outsourcing deal.  Key takeaways included:
  • Why some of the worlds’ most popular sourcing models are incomplete for today’s modern outsourcing
  • What is Sourcing Business Model theory and how does it work?
  • When it is essential shift along the sourcing continuum to more advanced models
  • How to apply Sourcing Business Model theory for any type of outsourcing deal

Attendees left with a fresh perspective and a new lens for thinking about supplier relationships. 


Click on the 'Register Here' tab to process your registration for the next meeting!  If there is no upcoming meeting scheduled, you will be added to the list to receive further information.

Click the Archives tab to the right for information on past meetings. 

 Join IAOP's Charlotte Chapter LinkedIn group!



Professional Members may attend an unlimited number of chapter meetings.  

Non-members may attend two meetings as IAOP's guest but then must become a Professional Member to continue enjoying the benefits of membership.

Earn 1 CEH Credit




Spencer Bethman, Lead Co-Chair
Manager, Advisory

Lisa M. Davis
Lead Vendor Management Consultant
Duke Energy

Marc Pauls, Co-Chair
Strategy Manager, SVP
Wachovia/Wells Fargo

Randy Vetter, Co-chair
Executive Director
Information Services Group (ISG)

Rich DiMezzo, Co-Chair
Regional Manager
Canon Business Process Services, Inc.



With several Fortune 1000 organizations in the Charlotte area, there is a great opportunity to connect like-minded people in the Outsorucing Industry.  Meetings will give participants a chance to network as well as discuss the latest trends in the industry and share stories with what is currently happening within their organization and with their current initiatives.  




Face to face (office, meeting room); social (restaurant)  


All IAOP Chapters adhere to the non-solicitation policy. Click here to view the policy.


Meeting held May 18th, 2017
Outsourcing Trends- What's changing and where outsourcing is predicted to go in the next few years. A presentation by Stanton Jones, ISG's Research Director and Principal Analyst.

Play Back the Webinar

Meeting held February 2, 2017!  

The IAOP Charlotte chapter, co-chaired by KPMG, Duke Energy, Wells Fargo, Ahold Delhaize, ISG, Cisco Systems Inc and Canon Business Process Services, Inc held a meeting on February 2, 2017 from 5:30 to 7:30pm ET at the Canon offices, 8720 Red Oak Blvd. Suite 502, Charlotte 28217 (close to the 77 and 485 interchange on the south side).  

Topic: Information Governance and Outsourcing

Melissa Carlis of Canon Business Process Services presented information on making the transition to Information Governance and the role Outsourcing plays in the process.

Ms. Carlis is a seasoned records and information management professional serving the industry for over 16 years. In her role, she has worked with multiple organizations to meet business objectives and minimize risk and she is a frequent speaker at industry conferences such as ARMA and ALA.

Topics included:

- The transition to Information Governance and the Benefits
- What are the benefits of adopting an Information Governance Approach
- The role of Outsourcing and Information Governance
- How do build an Information Governance Framework

Download the presentation

Meeting held April 14, 2016

The IAOP Charlotte chapter, co-chaired by KPMG, Duke Energy, Wells Fargo, Delhaize America, Alsbridge and Cisco Systems Inc held a meeting on April 14, 2016 from 5:30 to 7:30pm ET at the KPMG offices 32nd Floor, Room 3205/3206, Duke Energy Building, 550 S. Tryon Street, Charlotte, NC 28202.

Topic: Nearshoring / Domestic Sourcing

Esteemed experts in the area of Nearshoring/ Domestic Sourcing shared their insights about strategic sourcing and managed services when evaluating domestic delivery centers.  

Our panel discussed topics to consider when evaluating these options such as:
-How is this model comparable/unique from offshoring?
-How do you select your cities?
-Where do you get your talent from?
Plus many more!
Panelists included:
Joelle Smith, Vice President from Mindtree
Wes Horton, Energy & Utilities Industry, Application Services Leader from IBM Global Business Services
Monty Hamilton, CEO from Rural Sourcing

Download the presentation

Meeting held September 24, 2015

The IAOP Charlotte chapter, co-chaired by KPMG, Pactera, PwC, Duke Energy, Wells Fargo, Delhaize America and Alsbridge held a meeting on September 24, 2015 from 5:30 to 7:30pm at the Family Dollar offices, South Building, 2nd Floor, Blue Room C, 10401 Monroe Road, Matthews, NC 28105,  

Topic: “Autonomics & Robotic Process Automation”

Mark Davison, Director, IPA Practice from Alsbridge moderated an insightful, value-packed discussion around the topic.  Participating panelists were: Ramesh K. Nayar, SVP-Group Executive, Enterprise Global Services from Wells Fargo Bank NA; Rod Dunlap, Robotic Process Automation and Insurance Industry Expert, Former VP, Insurance Vertical, OpenSpan and Founder of Triangle BPA; Gary Perino, Senior Consultant from Blue Prism and Thomas Helfrich, VP Digital from Genpact.  These industry experts shared their experiences and expertise across numerous sectors within the industry.   
5:30 - 6:15p - Registration & Networking - Refreshments sponsored by Cisco
6:15 - 6:20p - Welcome from Family Dollar Representative 
6:20 - 7:15p - RPA Panel Discussion
7:15 - 7:30p - Wrap Up & Networking

Autonomics & Robotic Process Automation

Meeting held April 16, 2015!

The IAOP Charlotte chapter, co-chaired by KPMG, Pactera, PwC, Duke Energy, Wells Fargo, Delhaize America and Alsbridge held a meeting on April 16, 2015 from 5:45 to 7:00 pm at the PwC offices, 40th Floor Training Room, 40010 A, 214 North Tryon Street, Charlotte, NC.

Topic: “Buyer Views of the Industry”

An esteemed panel of outsourcing buyers shared key insights about their current and future industry relationships.  The discussion centered around what has worked, lessons learned, challenges faced, trending issues and perceptions for the future.  Panelists included representatives from DelhaizeDuke EnergyWells Fargo and Family Dollar.  The discussion was moderated by James Dries from PwC

Networking refreshments were provided by Alsbridge.

Meeting held January 22, 2015!

The IAOP Charlotte chapter, co-chaired by KPMG, Pactera, PwC, Duke Energy, Wells Fargo, Delhaize America and Alsbridge held a meeting on January 22, 2015 from 6:15 to 8:00 pm at the Delhaize America offices in the Founders Hall, 2085 Harrison Road, Salisbury, NC 28147.
We welcomed Michael Corcoran, Senior Managing Director of Operations (BPO) at Accenture who spoke to the topic of "The Evolution of BPO &  the Emerging ‘As-a-Service’ Model".

Meeting Agenda:
6:15pm – 6:45pm Registration & Networking

6:45pm – 7:45pm Program

7:45pm – 8:00pm Additional Networking Opportunity

Launch Meeting held October 16, 2014!

The IAOP Charlotte chapter, co-chaired by KPMG, Pactera, PwC, Duke Energy, Wells Fargo, Delhaize America and Alsbridge held its launch meeting on October 16, 2014 from 5:30 to 7:30 pm at the KPMG offices in the Duke Energy Building, 550 S. Tryon Street, Suite 3200, Charlotte, NC 28202.

The chapter's launch meeting was held in the KPMG offices in the Duke Energy Building, Center City Training Room on the 31st floor.  IAOP's Chairman, Michael F. Corbett shared a presentation regarding "Trends in the Outsourcing Industry" An interactive discussion and networking session rounded out the meeting.

Meeting Agenda:
530pm - 545pm Registration

545pm - 600pm Networking/Refreshments – sponsored by Pactera

600pm - 610pm Debi Hamill, CEO, IAOP – Introduction to IAOP

610pm - 630pm Mike Corbett, Chairman, IAOP – "Trends in the Outsourcing Industry"

630pm - 700pm Moderated Discussion of: Industry Trends; future meetings topics; January meeting plans - Moderator: Randy Vetter, Vice President, Alsbridge, Inc.
700pm - 730pm Additional Networking Opportunity – sponsored by Pactera

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