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IAOP Chapter: New York

Meeting held September 14: Crowdsourcing - Two Mega-Trends Changing Everything
Hosted by Wipro

The IAOP New York chapter is co-chaired by Deloitte, MUFG Union BankWipro TechnologiesSofttek, Merck & Co., Time WarnerLuxoft, and Nexient, held a meeting on September 14, 2017.

Presenter: Michael Morris, CEO, topcoder
Moderated Discussion

The world is hyperconnected - Technologies such as cloud, mobile, social, abundant WiFi, analytics, and embedded sensors have forever changed the way we interact with one another, with machines, and even machine-to-machine interactions. Our world is now hyperconnected. Companies can now reach experts with exceptional and specific skills instantaneously via cloud-based platforms. Crowdsourcing is one mainstay that is overturning the way business is done, particularly by closing the gap between hyperconnectivity and the ideas that depend on it. Retail and supply chain management are also being revolutionized by crowd-enabled mobile apps.
Workers are choosing non-traditional paths to monetize their skills-Millennials are changing the face of work forever. This generation wants complete freedom when it comes to their work environment. Forget about the traditional work ethic spawned by the nuclear American family. The era of being “jobless, but having plenty of work” is upon us. millennials want to work where they want, when they want. Their lack of supervision makes even full-time millennial employees resemble independent contractors (and many are). Yet millennials aren’t lazy; many simply want to follow their bliss, and do. Passion breeds the fire to work, to learn for free online, and to come back for more and excel. Many millennials want to cultivate careers by doing individual jobs that speak to their passions, with the goal of monetizing their skills in the process.

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Earn 1 CEH Credit





Morgan Davis
Principal, Strategy & Operations Team

Donald Mones, COP
Director Business Transformation Group
MUFG Union Bank

Nikhil Zaveri
Manager - Advisor Relations
Wipro Technologies

H. Eduardo Cano
Business Development Executive

Robert Cherry, COP
Merck & Co., Inc

Isabel Stuart
Senior Manager
Time Warner, Inc.

Patrick Corcoran
Director of Analyst and Advisor Relations

Fernando E. Murillo
Sr. Vice President
Cushman & Wakefield

Asim Malik
VP, Client Partner

Executive Advisory Committee

Larry M. Modder
Head, Intermediary Relations Team

Delegate Members

Vivian Hanson
, Partner, Morrison & Foerster



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.


 April 12 - The Politics of Outsourcing

Our New York chapter event held April 12th was a resounding success. The highly interactive, argumentative, educational and relevant discussion focused on the “Politics of Outsourcing.” Particular attention was paid to the H1B visa program and its impact on the United States.   

In regards to the visa program, a no-holds-barred debate from all sides of the argument held several different positions:

  • Outsourcing is a benefit to US corporations.
  • Outsourcing has negatively affected the US economy due to abuse by Indian providers.
  • The time has come when the US government is taking actions to reduce and/or change the visa program altogether.

All participants of the New York chapter event heard the position of India’s government and from leading academics regarding outsourcing and the economic and political impact—both positive and negative—of outsourcing, globally. Our panelists were steadfast on their positions:

  • Special guest, Ambassador Riva Ganguly Das, Consul General of India in New York, presented several facts and supporting evidence that outsourcing and the use of H1B visas is a benefit to both the US economy and US corporations.
  • Professor Natalia Levina, Professor at New York University, Stern School of Business, was very candid concerning the economic benefits of outsourcing: the advantages of using H1B visas are well documented, providing numerous benefits to both the US and for global economic growth.
  • Professer Ron Hira, Associate Professor at Howard University, was clear and direct with his position that H1B visas have obvious negative impacts on the US economy, allowing India providers to take financial advantages of visa holders, as well as eliminating opportunities for qualified US workers.

This controversial, timely and highly debated topic will continue to be discussed on the front pages of newspapers, social media, various industry articles, on news channels across the globe, and in boardrooms everywhere. Stay tuned… this conversation is far from over.

Meeting held November 30, 2016

The New York Chapter, co-chaired by Deloitte, MUFG Union Bank, N. A., Wipro Technologies, Softtek, Merck & Co., Inc, Time Warner, Inc, Luxoft and Nexient, held a meeting on November 30, 2016 at the Morrison & Foerster offices, 250 W. 55th Street, New York, NY from 5:30pm to 8:30pm EDT.  

Topic“Internet of things” 

How is it changing the value of outsourcing?  What are the potential impacts and opportunities, i.e. the contact center has been used by organizations to connect with their customers for years. It has evolved so much over the years and is expected to continue changing with the rise of the Internet of Things (IOT).
The golden period of outsourcing is yet to come as IoT in itself will present a huge outsourcing opportunity globally.

It has already started….
We explored these topics through a moderated panel discussion followed by open Q&A.
Moderator: Morgan Davis, Principal, Business Model Transformation, Deloitte Consulting LLP.  Panelists: Vivian Hanson, Partner, Technology Transactions Group, Morrison Foerster; Frank Antonysamy, IOT and Engineering Businesses leader, Cognizant; and Alan Hanson, BFSI leader, ISG

Meeting held August 10, 2016

The New York Chapter, co-chaired by Deloitte, MUFG Union Bank, N. A., Wipro Technologies, Softtek, Merck & Co., Inc, Time Warner, Inc, Luxoft and Nexient, held a meeting on August 10, 2016 at the Juniper Bar, 237 W. 35th Street, New York, NY from 5:30pm to 8:30pm EDT.  

Topic: A Deep Dive into the Merck Center of Excellence

Merck developed a Center of Excellence (CoE) that contributed to the realization of 25 – 30 percent savings over the respective contractual term (typically 3-5 year contract terms).  The CoE leveraged outsourcing leading practices and innovative methodologies to transform the entire outsourcing lifecycle, from portfolio assessment through steady state governance.

Networking refreshments were sponsored by Cognizant & Nexient
Venue provided by Infinity Consulting Solutions, Inc

Meeting held April 20, 2016

The New York Chapter, co-chaired by Deloitte, MUFG Union Bank, N. A., Wipro Technologies, Softtek, Merck & Co., Inc, Time Warner, Inc, Luxoft and Nexient, held a meeting on April 20, 2016 at Juniper Bar, 237 W. 35th Street, New York, NY from 5:30pm to 8:30pm EDT.  

Topic: The IAOP New York Chapter Leadership focused their discussion on the next level discussion regarding Robotic Process Automation (RPA) .
As a continuation of our meeting last year our Expert Panel guided our members through the advanced phase of RPA. This session gave participants the opportunity to ask direct questions regarding advanced RPA topics, and receive  “free” consulting advise from the leaders in the industry. 

5:30 pm Registration & Networking

6:30 pm – IAOP NY Chapter Welcome & 2016 Plans

6:45 – 7:30 pm – Panel discussion - Lessons Learned with RPA Implementation

Panelists included: Tom Lang, VP Strategic Engagements from Wipro; Sridhar Rajan, Principal Strategy & Operations Practice from Deloitte and Thomas C. Helfrich, Global VP Digital-Robotics Process Automation from Genpact

Panelists addressed:

Is RPA transformative or is it tactical?
Is this hype or real? Case examples of value and time to value
What is the “art of the possible”?
How should CEOs and other Executives prepare their companies for the change caused due to AI?
What are the challenges/potential downsides of RPA?

7:30 pm – Networking resumes
Networking refreshments sponsored by Wipro
Venue provided by Infinity Consulting Solutions, Inc

Meeting held December 2, 2015

A meeting of the New York Chapter, co-chaired by Deloitte, Morgan Stanley, Wipro Technologies, Softtek, Merck & Co., Inc, Time Warner, Inc and Luxoft was held on December 2, 2015, at Juniper Bar, 237 W. 35th Street, New York, NY from 5:00pm to 8:30pm EST.  
The Future of Outsourcing 2016: A Town Hall Forum with Executives from Luxoft

Luxoft and Infinity Consulting Solutions (ICS) hosted the year end IAOP New York Chapter Gala Event. This NYC style network event was the perfect way to wish Colleagues, Peers, Providers and Advisors a happy and healthy holiday season.

Attendees participated in a “Town Hall Forum” with executives at Luxoft as they discussed their thoughts on the future of outsourcing for 2016 and beyond. The Town Hall was an interactive discussion with the audience to assist with finalizing 2016 outsourcing plans, desired benefits, challenges and fears.

Panelists included:
Patrick Corcoran, Director of Analyst and Advisor Relations, Luxoft
Neil Gourlay, Senior Director, Financial Services, Luxoft
Mark Payne, Director, Financial Services, Luxoft

Questions, comments and concerns were brought to the Town Hall as the IAOP New York Chapter celebrated a historic year in outsourcing.

Doors opened at 5:00pm
Registration & Networking with Open Bar and Appetizers 5:15 – 6:30
Town Hall 6:30 – 7:15pm
Networking Continues with Open Bar and Appetizers 7:15pm – 8:30pm
All participants were invited to continue Networking after 8:30pm with Cash Bar

Food & Beverage Sponsor - Luxoft
Venue Sponsor - Infinity Consulting Solutions (ICS)

Webinar held October 28, 2015

The next meeting of the New York Chapter, co-chaired by Deloitte, Morgan Stanley, Wipro Technologies, Softtek, Merck & Co., Inc and Time Warner, Inc was held on October 28, 2015, as a webinar from Noon to 1:00pm EDT.  
Vendor Management Tools & Best Practices

Panelists engaged in a discussion that focused on the following areas:
- What is the current state of vendor management tools?
- How have the tools changed in the past few years to support various industries and     advanced process and procedures 
- What are the values/benefits of using these tools – financial, regulatory, etc?
- What legal considerations are required to effective utilize tools when management         vendor engagements
- What is the future road map for tools and technologies to management vendor               engagement globally?

Panelists included: Ryan Flynn, Principal from Deloitte Consulting LLP; Vidya Ramachandran, CEO of SourceRoo, formerly with JPMC and Guardian; Christine Ferrusi Ross, SVP from Neo Group and Vipul Nishawala from Pillsbury Winthrop Shaw Pittman LLP.  The discussion was moderated by NY Chapter Co-chair: Donald Mones, COP, VP from Morgan Stanley

Vendor Management Tools & Best Practices

Playback Webinar 8.28.15

Meeting held September 9, 2015

A meeting of the New York Chapter, co-chaired by Deloitte, Morgan Stanley, Wipro Technologies, Softtek, Merck & Co., Inc and Time Warner, Inc was held on September 9, 2015, at the Morrison & Foerster offices, 250 West 55th Street, New York, NY, 10019-9601 from 5:15pm to 9:00pm EDT.  
Topic and Agenda:
Technology & Robotic Process Automation

Speaker and Panelist: Sal Novin - Associate Vice President, HPA Service Business Unit, The TriZetto Corporation (A Cognizant Company); Jonathan Carroll - Engineer, Human Process Automation, CognizantRussell Workman - VP Operations, Evicore and Ryan J. Dunn, COP - Director Program-Project Management, USAA

1. Overview - New technologies are creating opportunities and benefits, but also creating additional risks in Outsourcing.  
 a. Definitions of advanced technology as compared to normal process automation
 b. What impact does new technology (cloud, crowd sourcing, and automation) have with buyers choices and supplier solutions related to outsourcing

2. Demonstration of one of the most common  automation processes in healthcare

3. Client Discussion - What are the realized and potential/future possibilities of technology & examples of a workflow that was automated

5:15pm – 6:30pm - Registration and Networking
6:30pm – 6:40pm - Welcome                                                        
6:45pm – 7:15pm  - Opening Remarks:Trends in Technology and Automation in Outsourcing
7:15pm – 7:30pm  - Demonstration of Automation   
7:30pm – 9:00pm  - Networking

Meeting held on May 6, 2015

A meeting of the New York Chapter, co-chaired by Deloitte, Morgan Stanley,  Hess Corporation, Wipro Technologies and Softtek was held on May 6, 2015, from 5:15pm to 9:00pm at Juniper Restaurant, 237 West 35th Street, between 7th & 8th Avenue,  New York, NY 10001.  

The theme for this meeting was “Battle of the Service Delivery Destinations"
This networking event covered trends and developments into outsourcing location strategy provided by Deloitte Consulting.  Following the short presentation there was a lively panel debate as to which location around the globe is best suited and considered a premier outsourcing destination for buyers.

Panelists included: Jose A. Diaz Infante, Softtek; Patrick Corcoran from Luxoft; Hongfei Huang from Insigma and Michael Serghiou from Merck.  The discussion was be moderated by Simon Tarsh, Director, Global Business Services from Deloitte.

Agenda Snapshot:
5:15 - 6:15p Networking
6:15 - 6:25p Welcome & IAOP Update - New York Chapter Co-chair Leaders
6:25 - 6:40p Deloitte Consulting presentation – "Outsourcing Location Strategy - the current trends around the globe" 
6:45 - 7:30p Panel discussion  - “Why my location is best for outsourcing”
7:30 - 9:00p Q&A and Networking

Venue sponsored by Infinity Consulting Solutions (ICS).  
Networking refreshments sponsored by Softtek.

Meeting held on February 4, 2015

A meeting of the New York Chapter, co-chaired by Deloitte, Morgan Stanley,  Hess Corporation and Wipro Technologies was held on February 4, 2015, from 5:30pm to 8:30pm at the Deloitte Offices, 30 Rockefeller Plaza, New York, 41st Floor, Room 41S 006.

The theme for this meeting will be “Outsourcing Stuff You Never Thought You Could.”
Whether they were planning for 2015 – 2016 and beyond,  or just looking for new areas to consider in their outsourcing strategy, during this IAOP New York Chapter meeting, participants joined in lively discussions regarding some less traditional areas of outsourcing.    It is more critical than ever to keep abreast of maturing outsourcing services as companies (buyers) are looking to leverage new and advanced outsourcing services and capabilities.    This in-person knowledge sharing event facilitated conversations between customers and providers regarding  procurement, legal, HR, cybersecurity, change management, automation services and other “developing” outsourcing services.

Panelists included: Jill Zunshine, formerly with HP; Adam Kurzawa, Expand the Room; Stephanie Moore, Systems in Motion and Thomas Lang, Wipro.  The discussion was moderated by Donald Mones from Morgan Stanley.

Networking refreshments sponsored by Wipro.

Meeting held on November 19, 2014

A meeting of the New York Chapter, chaired by Deloitte and Hess Corporation was held on November 19, 2014, beginning at 5:30pm at the Morrison & Foerster LLPoffices, 250 West 55th Street, New York, NY 10019-9601.

The primary topic for this meeting was “2015 Event Planning & Invitation for Chapter Involvement,” with a discussion regarding pitfalls around contract terminations.

Meeting Agenda:
5:30 – 6:30 pm  Arrival and Networking

6:30 – 6:35 pm  Welcome – Vivian Hanson, Morrison & Foerster LLP

6:35 – 6:45 pm  Introductions by New York Chapter Co-Chairs: Morgan Davis, Deloitte and Donald Mones

6:45 – 7:15 pm  Fire Side Chat on Contract Termination: Morgan, Donald and Vivian

7:15 – 7:45 pm  2015 Event Planning & Invitation for Chapter Involvement

7:45 – 8:30 pm  Networking

Meeting held on November 19, 2013

A meeting of the New York Chapter, chaired by Morrison & Foerster, Deloitte and MetLife was held on November 19, 2013, from 5:30 pm to 8:30 pm at the Deloitte offices on the 49th floor at 140 Broadway, New York, NY 10005.

Outsourcing and offshoring continue to go mainstream and penetration is moving beyond traditional functions such as IT and Finance, into legal processes, procurement and operations. Whether the service delivery is via vendors or captives, onshore or offshore, companies increasingly require a strong and capable Vendor Management Program Office (VMPO). A Vendor Management Program Office (VMPO) is a highly skilled organization whose purpose is to bring maturity and process discipline to effectively manage third-party providers to manage risks, reduce costs, improve productivity and overall performance, preserve business case savings and enhance innovation delivery.
A panel, featuring representatives from all sides of the outsourcing transaction and moderated by Ajay Bolina, Principal, Deloitte Consulting LLP, included the following esteemed individuals:
  • Vivian L Hanson, Partner, Co-Head of US Sourcing Group, Morrison and Foerster
  • Donald Mones, COP, AVP, Global Procurement, MetLife
  • Vishal Ahluwalia, Head of Outsourcing/Offshoring Group North America & WMA, UBS
  • Tom Lang, VP, Strategic Engagements, Wipro
Topics on the agenda included:
  • What constitutes an effective VMPO?  What is the significance of VMPO in realizing value from service providers across the enterprise?
  • What is the difference in role between a VMPO and a PMO? Where does / should this group report within the organization?
  • What are emerging trends (e.g., regulatory, third party compliance, insourcing, divestitures) that impact how a VMPO manages third parties?
  • How are organizations responding to these trends? How is this impacting service providers?
  • What are the common challenges to implement a VMPO and evolving the VMPO to play a strategic role across the enterprise?

Vendor Management POV

Vendor Management OverviewThe meeting concluded with a cocktail reception and networking session.

Meeting held on June 25, 2013

A meeting of the New York Chapter, chaired by Morrison & Foerster and Deloitte, was held in conjunction with the Cloud Computing Chapter, chaired by AccentureInfosysGenpactKPMGSears Holdings and CSMIC and the Financial Services Chapter, chaired by Morrison & FoersterNordea Bank and Wells Fargo, on June 25, 2013, from 6:00 pm to 8:30 pm at the Morrison & Foerster offices at 1290 Avenue of the Americas, 39th Floor, New York, NY 10104.

"Cloud Computing and Financial Services: Technical, Transactional and Legal Issues"

Cloud Computing and Financial Services

Playback the webinar

Participants included a moderator and three panelists consisting of experts in the following disciplines:
Moderator & Financial regulatory matters - Charles Horn (Partner Morrison & Foerster)
Cloud Technology - Joe Zanko (Director, Shared Services and Outsourcing Advisory, KPMG)
Contracting in the Cloud - Chris Ford (Partner, Morrison & Foerster)
Privacy issues, particularly as it relates to the Financial Services industry - Christine Lyon (Partner, Morrison & Foerster)


6:00 – 6:30 pm: Registration

6:30 – 6:45 pm: Introductions of IAOP and each of the participating chapters

6:45 – 7:45 pm: Webinar - Panel Discussion

7:45 – 8:30 pm: Drinks and Cocktails

Meeting held on June 26, 2012

A meeting of the New York Chapter, chaired by Morrison & Foerster and Deloitte, was held on June 26, 2012, at the Morrison & Foerster offices at 1290 Avenue of the Americas, 39th Floor, New York, NY 10104.

Professor Philip Taylor of Strathclyde Business School at the University of Strathclyde in Glasgow presented "Offshoring, Onshoring, Nearshoring, Rightshoring? The Changing Landscape of Global Service Delivery"

This presentation analyzed developments in the rapidly changing landscape of the global sourcing of contact centers and BPO. Professor Taylor drew on a decade's research and recent fieldwork conducted in remote destinations including India and the Philippines. In addition to a comprehensive overview of the dynamics of offshoring, attendees gained considerable insight into developments in onshoring and nearshoring, derived from the latest audit of contact centers and business process delivery in the UK and specifically Scotland. Professor Taylor evaluated emerging industry dynamics in the wake of the recession and argued that cost-cutting imperatives must be reconciled with the fundamental need to maintain service quality standards. He also evaluated the extent and nature of re-shoring, the return of contact center services from India and elsewhere. 

A moderated panel discussion featuring representative stakeholders from all sides of outsourcing transactions followed Professor Taylor's presentation.

Meeting held on March 14, 2012

A meeting of the New York Chapter, chaired by Morrison & Foerster and Deloitte, was held on March 14, 2012, at the Deloitte offices, 3rd Floor – Exchange Place, 25 Broadway, New York, NY 10004.

Transition Management - How to Avoid the “Ditch”
Transition can be defined as “the smooth transfer of services from a legacy organization to a vendor organization in accordance with contractual requirements.” An effective transition can unlock the value of an outsourcing engagement, thereby laying the groundwork for a relationship that can last for many years to come. However, Deloitte’s research has shown that approximately one-third of transitions fail in the first year and more than two-thirds of executives reported problems during a transition. Why are transitions so challenging? Please join us at this timely event as we discuss and debate on the importance of effective management during the transition phase of the outsourcing lifecycle and provide multiple perspectives on the best practices to ensure effective transition.

A moderated panel, featuring representatives from all sides of the outsourcing transaction, was moderated by John Tweardy, Head of Transition Services, Deloitte Consulting LLP. This panel discussion will feature: 
  • Market Analyst: David Tapper, Vice President, Outsourcing and Offshore Services Market Research, IDC
  • Lawyer: Vivian L Hanson, Partner, Co-Head of US Sourcing Group, Morrison and Foerster
Topics on the agenda included:
  • How prepared are the organizations for the realities of transitioning from in-house service delivery to new service provider driven operating model?
  • What are the most common pitfalls customer and vendor face when preparing for a transition?
  • How can transition be better prepared for in the contracting phase?
  • How to recover from “Ditch”?
  • Given the changes in technology, what will “transition” mean in the future?
A cocktail and networking reception sponsored by Deloitte followed the panel discussion.

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

Outsourcing Accelerated – Service Delivery in the Age of Cloud Computing
Brian Zeve, General Manager, Professional Service Industry, Microsoft


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

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. 

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

EquaSiis Case Study

Using Tools to Assist Governance of Outsouring Relationships

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

What is Cloud Computing, and Why Should You Care? - Ichimura

Coud Computing: A Busines Outcome Perspective - Sengupta

“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, 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.

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.  

Trends in Pharma/Life Sciences Outsourcing

The Future of Outsourcing in Pharmaceutical/Life Sciences Sector

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.

Driving the Right Combination to get Optimal Value out of Sourcing

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!

The Outsourcing Profession: Past, Present and Future
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.

Current Trends in Financial Service Outsourcing

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. 

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.


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