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Venue Schedule of Events •  Workshops

450 Executives From Across The Industry Gathered To Shape The Future Of Outsourcing During These Turbulent Times.  Plan To Join Them Next February 15-17, 2010

"I very much enjoyed The 2009 Outsourcing World Summit! Best professional conference I have ever attended! (and I have been to quite a few in my lifetime). Especially enjoyed the Hall of Fame Luncheon." –Kelly Sawyer, COP, Teleflex Medical

Workshop #1:

Certified Outsourcing Professional (COP) Preparation Class
Workshop #2:

COP Accelerated Application and Exam Prep

Download the program.

The one thing none of us can afford to do in today’s environment is to stop investing in ourselves and in learning how to make our companies reach their full potential.

In its 12th year educating the world’s outsourcing professionals; IAOP’s Outsourcing World Summit was a one-of-a- kind learning and networking opportunity.                                                              

The New Management Science of Outsourcing

Outsourcing is increasingly recognized by businesses, universities and economists worldwide as a new management science. It is not only dramatically reducing business costs, but is spurring innovation and wealth creation all around the globe. As a new management science, outsourcing has also become increasingly rich in standards, best practices and exciting new ideas and management theories.

This year’s Summit explored the management science of outsourcing in all its forms and dimensions. It examined how outsourcing and the full spectrum of flexible resourcing solutions such as shared services, offshoring, global talent management, multi-provider, multi-process outsourcing and a whole range of other new management techniques are all coming together to fundamentally transform businesses and economies. 

The program at the Outsourcing World Summit always delivers best in class thought leadership, but what I value most is building my network of fellow outsourcing professionals. Throughout the year I reach out to colleagues I have met through IAOP that help me bring solutions to real business issues.”

–Kurt Kohorst, COP, Vice President, Liberty Mutual Insurance

CLICK HERE to see who attended


Get connected before, during and after the Summit:

Outsourcing Buyer? Mark your Calendar: Back by popular demand and expanded for 2009 –

Customer-Only Speed Networking

at The 2009 Outsourcing World Summit.

Join fellow customers for two hours of networking and experience sharing on Monday morning,
February 16, 2009 to help you meet other delegates on the buyer side early in the week so you can make stronger connections with colleagues working in the outsourcing space.

Join the

and expand your network to include outsourcing's leading professionals.

Exclusively for registered delegates.

New for 2009

M2M provides a secure and quick way for delegates to make contact with each other using their mobile phone.

“I have participated in numerous conferences around the world, and I can state unequivocally that The Outsourcing World Summit is a terrific value for anyone who attends. The "content" is cutting edge and practical. The ambience is professional and collaborative.For anyone who wants to leverage outsourcingstrategically and operationally, The Outsourcing World Summit should be a "must" on the calendar.” 

–Oren Harari, Best-Selling Author and Business Visionary

Former Undersecretary of State, Ambassador R. Nicholas Burns – one of the country’s most articulate spokespeople on globalization and U.S. foreign policy.

Jill Smart, Chief Human Resources Officer and architect of Accenture’s global talent management engine.

Nike corporate historian, Nelson Farris, on how outsourcing and flexible resourcing helped make his company one of the most dominant brands in the history of business.

”The Outsourcing World Summit is a one of kind annual event that helps validate a whole years worth of planning and execution against peer experiences. The event brings together some of the best in the sourcing business from provider, user and advisor communities, across industry verticals thereby offering a unique opportunity to share best practices that transcend traditional benchmarks and playbooks.”

–Ashish Malhotra, Citi Markets & Banking Technology


Strategies for Tomorrow’s Success

How to make outsourcing and all forms of flexible resourcing not just successful today, but well into the future. Chaired by Danny Ertel, COP, Partner, Vantage Partners

·   Strategic Outsourcing: Microsoft & Accenture

      Taylor Hawes, Controller, Global Platforms & Operations, Microsoft

·    Research on Rapidly Emerging Legal Process Outsourcing

      Arie Lewin, Professor, Duke University, Fuqua School of Business

      Jeff Russell, Director of Research Operations, Duke CIBER

·    Contrasting Captive versus Outsource Strategies for Global Talent Sourcing: Experiences from a Case Study

      Shailendra Kumar, Senior Director, GMAC Financial Services

      Rachna Kumar, Professor Information Systems and Technology,  Alliant International University San Diego

·    Risk Management in Outsourcing Transactions: Finding the Balance between Certainty & Flexibility – An Air Canada Case Study

      John Beardwood, Attorney, Fasken Martineau 

      David Perez, Senior Counsel, Commercial & IT, Air Canada

      Jeffrey Kastner, Manager Sourcing, Air Canada

Customer Experiences

A showcase of actual customer experiences and best practices. Chaired by Krishnan Ethirajan, Director, PricewaterhouseCoopers

·    The Near and Long Term Impact of the Global Financial Crisis on Offshore Outsourcing

      Charles Aird, COP, Senior Managing Director, PricewaterhouseCoopers

      Arie Lewin, Professor, Duke University, Fuqua School of Business

·    Offshore Outsourcing to India: A Business Case

      Carol Kuntz, Vice President of Operations, CNA Insurance

      Jyotsana  Garg, COP, Consultant, CNA Insurance

·    Making the Provider a Part of Your Company – A Case Study: Partnership with America’s Highest Rated Full Service Investment Brokerage Firm

      Rich Etzkorn, Senior Vice President, Colliers Turley Martin Tucker

      Chuck Rogers, Branch Administration, Edward Jones

·    The 2nd Generation Outsourcing Experience: McKesson and CB Richard Ellis

      Matt Werner, Principal, CB Richard Ellis

      Frank Robinson, VP - Corporate Real Estate, McKesson Corp

·    Approach to Strategic Sourcing – Case Study

      Joann Martin, PMP, COP, Director Strategic Alliances,

      Pitney Bowes

      Andrew Kokes, Vice President-Marketing, Sitel

·    The China Experience: A Case Study of Calix Success in Network Product Development Outsourcing to Neusoft

      Walter Fang, VP, Neusoft Corporation & President of Neusoft America Inc.

      Mehdi Bradaran, Senior Director, Product Operations Engineering, Calix

Provider Experiences

Experiences, issues, and solutions of special interest to outsourcing service providers. Chaired by Bill Hall and Kyle Andrews of Pretium Partners

·    Outsourcing and Public-Private Partnerships

      Jean-Francois Poisson, COP, Principal Director, SNC Lavalin

·    The Emergence of a Global Integrated Enterprise

      Bill Payne, BTO EMEA Industrial Leader, IBM

·    eSCM-SP Adoption: Benefits and Impact on Sourcing Competence of Sourcing Best Practices

      Amitabh Chaudhry, CEO, Infosys BPO

      Harun Rashid, Vice President and Director IT, Phoenix Health Systems, Children’s Hospital of Pittsburgh

      Moderator: Dr. Jane Siegel, Director, Carnegie Mellon University

·    Office of Strategy Management – Additional Value in Outsourcing

      Sven Govaars, Senior Vice President, Strategic Resources Group, Colliers International

·    The Other Virtualization

      Nathan McNeill, VP of Product Strategy, Bomgar Corporation

·    The Service Provider Challenge: Attracting and Retaining the Right People

      Ted Ardelean, Director, Segment/Product Marketing, Océ Business Services

The Management Science of Outsourcing

Explore the disciplines, tools, and processes that will shape the management science of outsourcing. Chaired by Matt Shocklee, COP, President, Global Sourcing Optimization Services

·    Taking Back Control of the Enterprise

      Matt Shocklee, COP, President, Global Sourcing Optimization Services

·    Where the Rubber Meets the Road

      Stephen Hunsberger, Director, NewsCorp Dow Jones

·    Presentation of Research from University of NSW and University of Phoenix

      Jagdish R. Dalal, COP, Managing Director, Thought Leadership,  IAOP

     Timothy M. Devinney, AGSM Professional Research Fellow, Australian School of Business

      Rolando T. Espiritu, Engineering Program Manager, Hewlett-Packard

The Management Profession of Outsourcing

Learn how to build and advance in your career as an outsourcing professional. Chaired by Lori Blackman, President, DNL Global

·    Outsourcing Professionals: Blackbelts for a Flat World

      Kurt Kohorst, COP, Vice President, Liberty Mutual Insurance

      Julia Santos, COP, Director, Worldwide Strategic Outsourcing, Johnson & Johnson Consumer Group

      Moderator: Lori Blackman, President, DNL Global

·    The Outsourcing Professional’s Toolbox

      Neil S. Hirshman, COP, Partner, Kirkland & Ellis

·    Key Components of an Outsourcing Agreement

      William P. Metz, COP, Global Business Services, External 

      Business Development Manager, Procter & Gamble

·    Career Management: Reinventing Yourself

      Joe Carroll, VP Human Resources, IST Management Services

·    Implications of a Maturing Outsourcing Industry on the Role of Strategic Sourcing Organizations

      Peter Bendor-Samuel, President, Everest Group

Corporate Social Investment Through Outsourcing

Learn how making social investments through outsourcing is providing exceptional returns for business and society.

·    Socially Responsible Outsourcing From the Ground Up

      Jeremy Hockenstein, CEO, Digital Divide Data

·    Socially Responsible Outsourcing: Doing Good While Doing Well

      Robert Williams, Retired Exec. VP, Asia Pacific, State Street Corporation

·    Outsourcing to “Green” Your IT

      Richard Corley, Partner, Blake, Cassels & Graydon, LLP

IAOP always selects venues that attract the best from around the world and this year’s Summit at the unrivaled La Costa Resort & Spa was certainly no exception. Exciting receptions, provocative luncheon programs, its Global Services Mall, unveiling of The 2009 Global Outsourcing 100 and induction of the field’s best into the Outsourcing Hall of Fame made for an event that is the natural centerpiece for every outsourcing professional’s annual calendar.

Participating companies included:

A&E Consulting

Abbott Laboratories





Advanced Contact Solutions, Inc

Aegis - PeopleSupport


Air Canada


Alliant International University of San Diego

Allstate Insurance Company

American Express


API Outsourcing, Inc.

Apple Inc.

Applied Materials

Archstone Consulting


Arvato Digital Services

Arvato Services, Inc.



athenahealth, Inc.

Atlantic Canada Opportunities Agency

Australian Graduate School of Management


Avery Dennison



BC Transmission Corporation


Beijing Great Idea Business Resources Ltd.


Bell Canada

Best Buy Company


Bierce & Kenerson, P.C.

Birlasoft Inc.

Blake, Cassels & Graydon, LLP

Bleum Inc.

Blue Shield of CA


Booz & Company

Branham Group Inc.


Business Development Search



Capital One Financial Services

Carnegie Mellon University

Cassels Brock & Blackwell LLP

CB Richard Ellis

Center for the Study of Emerging Markets

Chinasoft International

Chris Disher & Associates


Cienet International

Cinteger LLC

Clear Harbor, LLC

CNA Insurance


Colliers International





CPA Global


Datrose Inc.

Daversa Partners

David Consulting Group


Diebold, Incorporated

Digital Divide Data

DNL Global

Duke University, Fuqua School of Business

Duqcisa Call Center Nicaragua

Eclipsys Corporation

Edward Jones


Enlace Operativo

Equa Terra

Estudio Cavallaro

eTelecare Global Solutions

Everest Group

Expense Management Solutions Inc.

Fasken Martineau


Foley & Lardner

Fortune Custom Projects

Freedom Communications, Inc.

GISbiz Inc.

Global Agiliti

Global Sourcing Optimization Services

GMAC Financial Services

Government of New Brunswick

Grealy Globalization Enterprises


Grupo Invercasa


Health Care Services Corporation

Hexaware Technologies

Hitachi Consulting

Hospira, Inc.

HOV Services

HTC Global Services



Infovista Technology

Insigma Hengtian

International Business Wales

Intetics Co.

Int'l Growth Development Co. -IGDC

Invest Chile - CORFO

Invest in Bogota


IST Management Services


J Phillip Partners

Jamaica Trade & Invest

JANUS Associates

Johnson & Johnson Consumer Group

Kelly OCG


Kimberly - Clark Corporation

Kirkland & Ellis

Kompakar Inc.


Kraft Foods

L&T Infotech


LawScribe Inc.

Liberty Mutual Insurance

Longain Group/e-call.sa

M&Y Data Solutions

Marketing 911


Mayer Brown LLP

McKesson Corporation


MetLife Insurance

Microsoft Corporation

Midwest TeleServices Int'l

Mitsui & Co. (USA) Inc.

Morrison & Foerster LLP

Motif Inc.

Nair & Co

NCO Group

Neal, Gerber & Eisenberg LLP


Nestle Business Services NA

NetSol Technologies


Newmark Knight Frank

NewsCorp Dow Jones


Nike Inc.

North Dakota Dept. of Commerce

Nova Scotia Business Inc.

Novartis Pharmaceuticals Corp.


Oakleaf Waste

Océ Business Services

Ontario Ministry of International Trade & Investment

Orange Business Services

PA Consulting Group


Pepsi Co.

Perkins Cole LLP

Perot Systems


Phoenix Health System

Pitney Bowes

PointWest Technologies

Pratt and Whitney

Prelude Systems, Inc.

Pretium Partners


Prindeca - Nicaragua

Procter & Gamble

Professional Employers Private Limited


Qatari Diar Real Estate Company


Quick Data Business Outsourcing Ltd

Quint Wellington Redwood


Results Group


River East Consulting Group LLC

RTM Consulting, LLC

Sam Solutions

Scan-Otics, LLC

Science Applications International Corp.

Service Corporation Int'l

Servicios Profesionales de Capital Human

Siemens Medical Corporation


SNC-Lavalin Profac Inc.

State Farm Insurance

State Street Corporation

Steelcase, Inc.

Stevens Institute of Technology

Strategic Systems Solutions

Sun Microsystems

Sutherland Global Services

Symantec, Inc.

Synergy Solutions, Inc.

Syracuse University

Team International

Technology Crossover Ventures

TEKsystems Global Services


The Boeing Company

The Credit Department, Inc (TCD)

The CXO's, LLC

The Delve Group

The Drucker Institute

The Financial Services Roundtable/BITS

The Latte Group, Inc.

The Mullins Group, LLC

The Symbio Group

Thomson Reuters

Thomson Reuters/West

TransUnion Interactive, Inc.

Trevisan Outsourcing

University of Phoenix

University of Salerno

Vancelnfo Technologies

Vantage Partners



Washington Gas


Whirlpool Corporation

Wiggin and Dana LLP


WLM Global



Xerox Corporation

Click here for information on past Summits.

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