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Ÿ Welcome and Opening Comments: “Got Governance?”
Danny Ertel, COP, Partner, Vantage Partners and Chair, IAOP Governance Chapter
Ÿ "If We Had Only Known When...Governance Lessons from the Front Lines: A Panel Discussion”
Leslie Bleke, Program Manager, Allstate
Nancy Gustine, Director of eBusiness, The Williams Companies
Christopher Long, COP, Director, Blue Shield of California
Tom Mischka, Director, FSO Strategic Initiatives, Thrivent Financial for Lutherans
Moderated by Danny Ertel, COP, Partner, Vantage Partners and Chair, IAOP Governance Chapter
Experienced outsourcing customers share their real-life lessons about governance — what works, what doesn’t, and what they would do differently if they had it to do all over again.
Ÿ Outsourced Services: The Role of Internal Audit
Krishnan Ethirajan, Director, PricewaterhouseCoopers
Bradford Newton, Director, PricewaterhouseCoopers
Global outsourcing quickly is becoming a foundational tool for organizations around the world as they react to global market dynamics and execute their business strategies. With this development, business leaders are increasingly committing improved business performance to global outsourcing outcomes.As a result, audit committees of many organizations are asking that global outsourcing contracts/relationships be rigorously reviewed for compliance not only to potential business risks, but also to expected business improvement outcomes.This session will discuss the role of the internal audit function today in organizations as it relates to assisting the enterprise in achieving the business results expected through global outsourcing.
Ÿ Closing Comments
Michael F. Corbett, Chairman, IAOP
with introduction of Neil S. Hirshman, Chair, IAOP Chicago Chapter
EDUCATIONAL SESSIONS
Ÿ Organizational Governance
Atul Vashistha, COP, CEO, NeoGroup
This session will share how leading companies look beyond operational governance to better align strategy and governance. Organizational governance enables better sponsorship, enhanced organizational alignment, improved demand management and greater visibility and transparency. What is organizational governance? This session will discuss the three levels of governance.
Ÿ Beyond Compliance: Governing for Value
Sara Enlow, Principal, Vantage Partners
While ensuring compliance and managing risk are critical functions of governance, many buyers have also found that governance can make all the difference in the value they derive from their outsourcing provider relationships. In this presentation, Sara Parker Enlow will share how different aspects of governance — from processes, tools, skills, mindset and management systems (like role definitions and metrics) can be used to drive greater value from outsourcing arrangements.
Ÿ A European Response to Outsourcing Governance – Virtual Joint Ventures
David Barrett, Founder and Chief Executive, PROCURiTAS Limited
The use of a "virtual joint venture" whereby outsourcing supplier and customer run their commercial and contractual arrangements in a manner analogous to a corporation often is regarded as a highly effective tool to achieve both good governance and effective and collaborative work. Drawing particularly on experience in Europe and Asia where this approach to outsourcing has been pioneered, this session will examine how the concept of virtual joint ventures works, suitable outsourcing deals for the approach, the advantages and disadvantages and best practice implementation in the context of good governance.
Ÿ Contracts and Governance – Oil and Water or Oil and Vinegar?
Neil S. Hirshman, COP, Partner, Kirkland & Ellis, and Chair, IAOP’s Chicago Chapter
Jagdish R. Dalal, COP, Managing Director Thought Leadership, IAOP
In a joint presentation, Neil Hirshman and Jag Dalal will share their thoughts on how an outsourcing contract enables good governance and is not an impediment. Among other topics, they will debate the merits and challenges associated with service level credits and rewards and their use as incentives for good governance and performance.
Note: This session represents the Chicago Chapter’s fall meeting. Chicago Chapter members may attend this session, closing comments and reception free of charge.
Ÿ Governance of Offshore Outsourcing in Highly Complex Environments
David Irwin, VP and General Manager, Fiserv
There are many elements of a company’s operating structure that can complicate offshoring. This presentation will address building a governance framework that enables sound decision making in environments where many factors are at play.
Ÿ Risk Management as Part of Governance – a Financial Services Client’s Example
Jan Erik Aase, VP, Enterprise Vendor Management, Enterprise Procurement, Ameriprise Financial
Risk management is a critical issue for financial management companies; especially compliance with regulatory requirements. This presentation will share with the audience the experience in implementing a leading practice in risk management as a part of governance over on and off shore service providers.
Ÿ Defining the Landscape for Outsourcing Tools
Jagdish R. Dalal, COP, Managing Director Thought Leadership, IAOP
Beena George, Ph. D., Assistant Professor, Department of Management, Cameron School of Business, University of St. Thomas
Governance and tools are like a fork and knife — you can use them alone but they are just not as effective as they are together. This presentation will provide results from an IAOP survey regarding the tools and their efficacy in governance. A broader perspective on tools will be presented and potential opportunities for filling the gap will be discussed.
Ÿ Straight Talk and Setting Expectations for Outsourcing Success
Ron Barbera, Executive Consultant, IBM
Have you ever spent days, weeks, or months working on your outsourcing deliverables — only to have your counterpart give you a perplexed look when you examine your service delivery? Worse yet, have you ever heard “that’s not what we were thinking” even though you collectively worked on something that was true to specifications? In our fast-paced business environment, it is easy to lose track of ever-changing client and service provider needs, agree to something we shouldn’t agree to — or simply to misinterpret what we think we’re hearing in the first place.
In this interactive presentation, we’ll look at the importance of straight talk to align teams and set appropriate expectations for successful delivery of services or completion of projects. Using a combination of examples, hints, tips, and tools, become more proficient in the essentials for getting your job done in a manner that keeps everyone smiling. Effective communications isn’t rocket science, but it isn’t necessarily easy either. Let’s explore the possibilities that straight talk can create for you, your team and your client and provider counterparts.
Ÿ Fueling the Engine of Governance with an Effective Reporting Strategy
Maureen Ehrenberg, Principal, Expense Management Solutions
In a true outsourcing partnership, both parties understand each others’ goals and objectives and have clearly defined the scope of work, expectations, and time frames for performance. They commit to continuously report results and monitor the business environment to properly realign their interests over time. Governance is the engine that powers the process to ensure both parties receive the expected value of the relationship over its lifetime, and effective reporting is the fuel that feeds this engine. This session will discuss the importance of effective reporting to governance.
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