The only peer-led, dedicated IT sourcing and vendor ... · ProcureCon IT Sourcing 2015: The only peer-led, dedicated IT sourcing and vendor management event in North America PAGE

The only peer-led, dedicated IT sourcing and vendor managementevent in North America

June 1 - 3, 2015Marriott Denver Tech Center, Denver, CO

ProcureConIT.com

Sponsored By:Organized By:

ProcureCon IT Sourcing 2015: The only peer-led, dedicated IT sourcing and vendor management event in North America PAGE 2

Register Now! www.ProcureConIT.com [email protected] 1.888.482.6012

WELCOMEDear friend of ProcureCon,

When talking to procurement practitioners about the most complex category under management, many times, “IT” is the answer. Not only is IT one of the largest categories of indirect spend, it also permeates across all other indirect categories. Adding to the complexity is that while CIOs and IT engineers would prefer to just do their job, and not have to worry about winning bids, they are still reluctant to give up control to non-IT people. Throw complicated licensing models into the mix, and IT sourcing can easily become a headache.

ProcureCon IT Sourcing, produced by the same people who organize the successful ProcureCon Indirect series of events, untangles the complex issues surrounding sourcing and managing information technology. From software licensing and contracting, to protecting your data in the cloud to managing mobility and telecom services, you will receive best practice strategies for strengthening relationships with suppliers, managing contracts, and forecasting IT sourcing trends in this complex, large-spend category. The intimate and hands-on event format will give you ample time to make new connections and strengthen prior relationships with your peers across a variety of industries.

The ProcureCon community has told us the key areas crucial to achieving success in IT sourcing are: building a solid relationship with the CIO by aligning goals and metrics and being a part of the conversation; managing negotiations with large software providers to achieve concessions and better manage usage; managing data protection, privacy, and accounting issues in the shift to cloud and SaaS suppliers; staffing your team so they have the necessary skills to manage IT spend; and how to properly procure and source IT Services. You’ll find the ProcureCon IT Sourcing agenda is centered around these themes to give you a clear picture on how to better position your company’s IT procurement team for success.

I hope you’ll join us in Denver this June to experience how shared insight and innovation can truly transform your company’s IT procurement organization.

Sincerely,

Frank Musero Executive Director, ProcureCon Events

TABLE OF CONTENTS

Speaker Faculty ..........................3

What Sets ProcureCon IT Sourcing Apart ............................5

Agenda .................................6 - 16

The Solutions Zone .................17

About Our Sponsors ...... 18 - 19

About Our Media Partners ....20

Venue and Accommodation .21

Registration Information and Team Discounts .......................22

https://register.wbresearch.com/SRS.aspx?eventid=1000906&srs_eventid=1000906&srs_pg=DelegatePage&srs_ln=eng&srs_vn=1&



Your EstEEmEd 2015 spEakEr FacultY

Nathan Ayres Executive Director - Global IT Procurement Merck

Zach Barber Senior Manager, Global Expense Management Abercrombie & Fitch

Frans Barends Senior Director of Procurement and Business Services Georgia Institute of Technology

Michael Beck Vice President - Head of Procurement and Vendor Management Hudson City Savings Bank

Scott Bickley Sr. Business Analyst - Software Licensing & Vendor Relations IGT Inc.

Marla Bradstock Director – Hardware, Software, Cloud and Network Maintenance Sourcing Verizon

Jay Brun Principal Sourcing Analyst MISO

Tom Cahill Director of Global Information Technology FMC Technologies

Houcine Chraibi Software Sourcing Specialist, Procurement Services University of Nebraska-Lincoln

Paul Connors Sr. Sourcing Manager, IT Daiichi Sankyo

Jason DeMello Group Leader, Technology Sourcing Intuit

Carla Di Castro Sr. Manager, Procurement Services SanDisk

Richel Falk IT Sourcing Manager Weyerhaeuser

Cynthia Garcia Senior Director, Strategic Sourcing Stewart Title Guaranty Company

George R. George Senior Purchasing Manager of IT Services and Products Ford Motor Company

Christian Gerdes Global IT Procurement Leader Kimberly-Clark

Marc Gerdy Sr. Manager - IT Contracts and Sourcing, Technology Vendor Management Charles Schwab

Wendi Greenfield Senior Manager, Sourcing and Procurement Verisign

Susanne Harris Vice President, Strategic Sourcing and Procurement First American Title

John Hayes Strategic Sourcing Manager CONSOL Energy

Brian Heldt Commodity Manager-Third Party Services Holcim

Patrick Janssen IT Services Sourcing Manager Intel Corporation

Scott Johnson Sourcing Manager 3M Company

Hyrum Kirtun Vice President of Procurement Avalon Health Care

Scott Lazev Senior IT Procurement Director Liberty Mutual Insurance

Martha Lumatete Senior Strategic Sourcing- IT Sabre GLBL Inc.

Glenn Marcus Indirect Global Sourcing Leader Owens Corning

Bert Omer Director, Global Procurement, Head of Category IT/Telecom Intercontinental Hotels Group

Kevan Ostrander VP Information Management RJ Reynolds

Rick Perkins Director IT Procurement Global Commodities Johnson Controls

Andrew Puente Director, Vendor Management & Finance United Airlines

Dave Quillin Sr. Manager, Procurement Orbitz Worldwide

Frank Raimando Global Procurement Equifax

Andrew Russell Director Global Indirect Procurement, IT Asurion

Neil L. Schloss Sourcing Manager Perdue Farms

Cheryl Shelton Principal Consultant Corning Inc.

Reagan W. Smith Senior Business Leader – IT Sourcing Visa

Emon Sobhan Sr. Director - Strategic Sourcing Ingram Micro

Erik Sternisha Global Vice President – IT Spend Management DTZ

Paul Thill IT Sourcing Leader GE Healthcare

Nancy Tiran Senior Director, IT Procurement Best Buy

Vikki Vlastnik IT Sourcing Manager DuPont

Catherine Wendt Manager, IT Vendor Relations Brown Shoe Co.

Rebecca White IT Strategic Sourcing Progressive Insurance

IT Sourcing and Procurement Leaders

Industry Experts Mike Austin

Vice President Method 180

Ben Mendoza CEO MDSL

David Blake President & CEO UpperEdge

Ed Ramirez President SLC (Software Licensing Consultants)

Sebastian Grady President Rimini Street

Len Riley IT Sourcing Practice Leader UpperEdge

Monty Hamilton CEO RSI (Rural Sourcing Inc.)

Randy Roth Chairman, IT Procurement Working Group, Society of Information Management




“ProcureCon was an event that got me thinking and excited about the possibilities of the next stage for our department. Listening to the best and hearing about our same struggles and what works was re-energizing!”

– Suzanne Harris, Vice President for Strategic Sourcing and Procurement, First American



What sets procureCon IT Sourcing apart?

MARKET-DRIVENProcureCon IT Sourcing’s agenda was created through in depth market research with procurement practitioners. We are not beholden to set viewpoints or mission statements driven by editorial policy, politics, or winning business. You can be assured that ProcureCon for IT Sourcing content is independent, objective, and focused on the procurement practitioner.

PEER-LEDProcureCon for IT Sourcing is a pure IT procurement and sourcing event, researched with IT sourcing professionals to ensure the agenda provides top-of-mind issues, told from the point of view of the sourcing experts.

COLLABORATIVEFeaturing 20 roundtable discussions, 8 interactive workshops on software licensing and management, and 20 main conference sessions, you’ll hear a variety of viewpoints and be able to share you ideas with your peers at a variety of structured and unstructured networking activities.

INTIMATEAsking a question in a large room can be quite intimidating for some, but when in a group of 10-15 others with likeminded problems that need solving, magic happens. That’s why the ProcureCon roundtables are hands-down the most anticipated sections of the conference. This is your opportunity to go in-depth with a ProcureCon speaker, share ideas, and make new connections in an intimate setting.

A COMMUNITYFrom the pre-conference release of our networking app to social breaks, happy hours, and on-site entertainment (to be revealed!) ProcureCon IT Sourcing is an event where you’ll have fun and network with your fellow attendees. You may have initially registered for an educational event, but you’ll find yourself creating connections, learning to improve your job and advance your career.




dAY 1: SOFTWArE LICENSINg, NEgOTIATION ANd MANAgEMENT WOrkShOpS

Monday, June 1, 2015

8:00 Registration and Breakfast

9:00 Welcome and Opening Remarks

9:05 Optimizing IT and Software Asset Management To Ensure Realized Cost Savings and No-Surprise Contracts

The task of creating an inventory of all corporate IT assets, from systems and software to telecom and mobility, is quite challenging. Who is required to perform a company-wide assessment, procurement or IT? How can you track what’s being used across the enterprise, and what do you do with all the information gathered? This workshop will help you develop strategies to create an IT inventory, obtain the information you need to manage your asset lifecycles to mitigate risk, analyze the data to use in future sourcing events and contract renewals, and how to effectively use ITAM to position your company for success.

Neil L. Schloss Sourcing Manager Perdue Farms

9:50 Risk Management and Due Diligence in SaaS Licensing and Negotiating As software moves from perpetual license to subscription-based platforms, a number of things need to change

as how SaaS applications are sourced, bought, negotiated and accounted for. Since it is estimated that 40%-50% of software contracts will be cloud-based by 2016, this workshop will help you navigate the complexities and the nuances involved with contracting cloud-based software, including: · Performing a cost comparison for SaaS applications against owned software—Can SaaS lead to real cost savings? · Budgeting and accounting: moving from CapEx to OpEx accounting · Protecting your IP, assignment rights, and limitations of liability · Can you live without full customization? · Best practices for negotiating SaaS contracts


10:35 Networking Break

An In-Depth, Interactive Look Inside The Software Category




Day 1 Continued

11:00 An Introduction to Mastering the Art of Complicated Licensing Models Getting favorable license terms whether it’s with large ERP systems from, Oracle, SAP, Adobe, IBM, or Microsoft or

any other large system that will be running a mission-critical aspect of your organization, is always a challenge, even if you have an immense amount of leverage. Should you allow a mission-critical system to be licensed on a term or SaaS basis? Does your business unit care if they have a perpetual license? How do you assure yourself (and your organization) that the software will be available to your organization, not only two or five years from now, but will it be available twenty years from now. How much will it cost the organization? What do you do when the software vendor says that they’re sunsetting the product that you’ve built your organization around and that if you want to keep using that functionality, you have to re-buy the software product?

This session will contrast the various licensing models and provisions within software agreements that can help assure your business that it will be able to continue functioning long into the future without the risk of losing the organization’s ability to use the product as the business grows and changes.

Randy Roth Chairman, IT Procurement Working Group Society of Information Management

11:45 Drill Down 1: SAP This session will provide attendees with an in-depth view of SAP’s software packaging, licensing, pricing and

contracting business practices. In addition, the session will cover SAP’s sales strategies and negotiation tactics, including, the strategies SAP is undertaking with respect to software license compliance audits and “indirect access.”

David Blake President & CEO UpperEdge

Len Riley IT Sourcing Practice Leader UpperEdge

12:30 Networking LunchHosted by Spinnaker Support

Concurrent Sessions Begin

1:30 Drill Down 2A: Microsoft for Large Companies

Drill Down 2B: Oracle for Small/Medium Companies

Microsoft is in the process of completely changing its business model, and mastering this evolution will result in more favorable terms and more cost savings. · Identifying key changes in Microsoft’s licensing

policies · How does Office 365 for enterprise function, and

how does it differ from the previous perpetual license model?

· How not to get caught in Microsoft’s traps · Strategies for renewing SLAs with Microsoft · How Microsoft’s other new cloud offerings change

how you negotiate with them · Getting everything right at contract to reduce the

possibility of an auditMike Austin Vice President Method 180Glenn Marcus Indirect Global Sourcing Leader Owens Corning

· Minimizing mistakes to increase leverage and reduce audit risk

· Negotiating customized systems · Gaining leverage in an Oracle negotiation- what

terms and conditions are they willing to move on? · Managing Oracle licenses for cost optimization





2:15 Drill Down 3A: Microsoft for Small/Medium Companies

Drill Down 3B: Oracle for Large Companies

Microsoft is in the process of completely changing its business model, and mastering this evolution will result in more favorable terms and more cost savings. · Identifying key changes in Microsoft’s licensing

policies · How does Office 365 for enterprise function, and

how does it differ from the previous perpetual license model?

· How not to get caught in Microsoft’s traps · Strategies for renewing SLAs with Microsoft · How Microsoft’s other new cloud offerings change

how you negotiate with them · Getting everything right at contract to reduce the

possibility of an auditMike Austin Vice President Method 180

· Minimizing mistakes to increase leverage and reduce audit risk

· Negotiating customized systems · Gaining leverage in an Oracle negotiation- what

terms and conditions are they willing to move on? · Managing Oracle licenses for cost optimization



3:30 Remaining Current on Your License Maintenance Contracts to Ensure Continued Service For companies with a large amount of legacy software, it’s important to ensure that your licenses, upgrades and

support are up-to-date, especially when not all of your licenses expire at the same time. · Since license maintenance is non-value added activity, can it be outsourced? · Understanding the risks and opportunities associated with third party maintenance solutions · Retaining service when the OEM no longer supports the product · Determining if you really need the upgrades that maintenance contracts provide

Marc Gerdy Sr. Manager - IT Contracts and Sourcing, Technology Vendor Management Charles Schwab

4:15 Avoiding Costly Audits By Ensuring Your Software Is Being Used As Contracted With more software companies realizing that there’s profit in auditing software compliance and usage issues, you

need to be prepared when they come knocking on your door to perform a full usage and license audit. This workshop will provide you with best strategies for defense when the software police show up. · Reviewing your licensing contract to determine when audits may occur · Putting processes in place to avoid potential violations · Working with legal and IT to control the flow of information · Settlement negotiations · What tricks do software companies’ legal departments use to trip you up, how not to get caught, and what to do if

you are · Can third parties offer assistance? · Strategies for achieving compliance when the publisher changes its terms mid-contract · What happens if you wind up in court?

Scott Bickley Sr. Business Analyst - Software Licensing & Vendor Relations IGT Inc.

5:00 Welcome Reception and Opening of The Solutions Zone

Day 1 Continued




Tuesday, June 2, 2015

7:45 Registration and Breakfast

8:30 Welcome and Opening Remarks

8:45 KEYNOTE PRESENTATION: What Technology You’ll Be Buying Tomorrow You don’t have a crystal ball, but you do know that your IT needs will be vastly different tomorrow than today. How can

you plan for these unforeseen advances and integrate them into your business? How will this impact your product life cycles and supplier relationships? Join Emon as he shares his visions, pulling from both his sales and procurement lives.

Emon Sobhan Sr. Director - Strategic Sourcing Ingram Micro

9:15 KEYNOTE PRESENTATION: IT Sourcing’s Influence on the Corporation and Other Indirect Categories

As corporations’ technology needs continue to grow, the role of IT sourcing is becoming more and more important. Since technology now touches almost every aspect of a company’s operations, how does IT sourcing interface with other departments and overlay with other spend categories? What role should IT sourcing have in securing technology needs for marketing, HR, legal, and manufacturing, and what are the best practices for building cooperative relationships?

Susanne Harris Vice President, Strategic Sourcing and Procurement First American Title

9:35 KEYNOTE PRESENTATION: Adapting Your Sourcing Process To Keep Pace With Fast-Changing Technology

Sourcing is not known to be a pace-setter within an enterprise. In fact, it’s this detailed and deliberate approach that makes sourcing successful in realizing cost savings and creating value, but technology is fast-moving. Are there steps sourcing can take to speed up the process when it comes to IT purchases? Here, you’ll learn how to identify long-term technology needs to stay one step ahead of the product lifecycle, and determine if any procurement processes can be automated to speed up sourcing projects.

Marla Bradstock Director – Hardware, Software, Cloud and Network Maintenance Sourcing Verizon


10:40 PANEL DISCUSSION: Aligning Goals and Building Influence With IT As the procurement function becomes more and more aligned with IT, what does a successful relationship actually

look like? There are many challenges toward creating a truly collaborative partnership, and this panel will tackle them head on. · Outlining expectations and requirements of each other’s departments to achieve a sustainable alliance · Truly understanding IT’s needs to deliver the optimal savings and contracts · What hurdles need to be overcome to be seen as more than a tactical function? How can they be addressed? · What value does one team add to the other? · Getting involved with sourcing projects at the beginning instead of the end, to avoid sourcing event delays · Working with IT to move beyond the “I know what I want, just get it” conversations toward true collaboration · Pivoting the CIO’s incentive metrics away from customer satisfaction to meeting business goals

John Hayes Strategic Sourcing Manager CONSOL Energy

dAY 2: MANAgINg rELATIONShIpS ANd IMprOvINg prOCESSES

Hyrum Kirtun Vice President of Procurement Avalon Health Care

Cheryl Shelton Principal Consultant Corning Inc.




11:20 Uncover Real Savings from Ongoing Operations to Support Revenue Growth Procurement executives are being increasingly held accountable for not only improving profit margins but also

uncover opportunities to support revenue growth. With more than 80% of a typical IT budget going towards maintaining operations, procurement is best positioned today than ever before to make a strategic impact to the business.Listen to how award winning CIOs are successfully partnering with procurement to shift funds from ongoing maintenance to corporate growth. Walk away with specific steps to build a business case for independent support for your SAP and Oracle applications.

Sebastian Grady President Rimini Street

11:40 PANEL DISCUSSION: The CIO’s Perspective on IT Sourcing & Procurement: Where It Is Today and Where It Is Headed Tomorrow

Once procurement practitioners better understand the complexities of the Wild West of IT, you can now work with your CIO and IT team to fully understand IT. With a majority of IT spend tracking still done manually, it’s imperative that procurement work with the internal IT team to gain credibility and show what a valuable asset you can be to them. Hear from a panel of CIOs to gain a better understanding how they view procurement when sourcing IT, creating a valuable IT/procurement relationship and how to work together to optimize IT spend to uncover real savings and unlock value.

Tom Cahill Director of Global Information Technology FMC Technologies

Kevan Ostrander VP Information Management RJ Reynolds

12:20 Networking Lunch

Private Boardroom Lunch Hosted by IBM Invitation-only, pre-registration required.


Track A: Vendor and Supplier Management Track B: IT Category Management

1:30 PRESENTATION: Negotiating in a Limited Competitive EnvironmentWhether it’s software providers such as SAP and Oracle, or telecom providers such as AT&T and Verizon, many IT purchases are conducted in a limited-competition environment. The suppliers know your options are limited, and since switching is often a cumbersome and expensive process, sometimes the best way to get the best contracts is to operate as if you’re in a sole-source situation. However, can there be some value in consultants to help you negotiate these contracts, and will you be prepared to walk away if the concessions just don’t come your way?Scott Lazev Senior IT Procurement Director Liberty Mutual

PRESENTATION: Achieving Cost Savings Through Leasing Your Hardware When obsolescence and upgrades happening at a faster and faster pace, it might not make much sense to purchase your hardware anymore. This session will help you sort through the lease vs. buy dilemma, and help you get the best prices for your equipment. · Determining what to lease · Can leasing be a more effective use of capital? · Best practices for evaluating lease vs buy options · Avoiding surprise costs at the end of the lease term


Day 2 Continued

“Procurecon is a great place to network with other procurement professionals that face the same challenges and provides an outlet to discuss the issues of today. You can learn about innovation from suppliers in a passive way through presentations that showcase a concept and not necessarily a sales pitch.”

– Wayne S. Evans, Head of Procurement Americas, Deutsche Post DHL




Day 2 Continued

1:50 PANEL: Establishing Engaging Vendor and Supplier Relationships As vendor management grows more complex, and sourcing becomes more accountable for strategy, planning and business operations, how can you align your team with both your internal IT stakeholders and your strategic third party resources to create a strategic plan? · Who should manage IT supplier relationships for

maximum effectiveness? · Is a vendor management office right for your

company? If so, how do you set one up? · Which processes should stay within sourcing, and

which should be managed by the VMO? · Strategies for full supplier lifecycle management · Keeping suppliers “honest,” and knowing when

they’re playing games · What should procurement be doing to help vendors

mature? · How to ensure the audit and corrective action plans

are effective · Measuring the success of the engagement:

Benchmarking and scorecarding major suppliersBrian Heldt Commodity Manager-Third Party Services HolcimMichael Beck Vice President - Head of Procurement and Vendor Management Hudson City Savings BankAndrew Puente Director, Vendor Management & Finance United Airlines

PANEL: Managing Mobility Without Compromising Corporate Security Bring Your Own Device policies are a mixed blessing: they eliminate the cost of maintaining and upgrading mobile devices, but you lose the control over managing its content and open up your network to possible security and privacy holes. This panel will touch upon a number of issues surrounding sourcing the mobile enterprise. · Creating a unified communication policy, and

ensuring employee compliance · BYOD pricing and reimbursement models · Maintaining a secure environment on non-company

owned devices · Contracting for virtual desktop services to keep all

sensitive information on your own serversPaul Connors Senior Sourcing Manager, IT Daiichi SankyoRick Perkins Director IT Procurement Global Commodities Johnson Controls

2:30 Innovation Spotlight (x2)Rapid-fire presentations from our cutting-edge solution providers

CASE STUDY: Controlling and Managing Costs Associated with New TechnologiesBen Mendoza CEO MDSL





Day 2 Continued

3:25 PANEL: A Necessary Evil? Getting the Most out of Value-Added ResellersOftentimes, you may negotiate your hardware and software contracts with the OEM, but many purchases must come from VARs. As VARs have proliferated in recent years, the ability to get by without dealing with them has diminished. Managing VARs can be tricky from a procurement position. How do their pricing models work? Can they be applied globally? This panel will help you navigate the nuances in VAR contracts and actually generate some value from their services.Jay Brun Principal Sourcing Analyst MISODave Quillin Sr. Manager, Procurement Orbitz WorldwideJason DeMello Group Leader, Technology Sourcing, IntuitFrans Barends Senior Director of Procurement and Business Services Georgia Institute of Technology

PANEL: Incorporating the Optimal Mix of Tools to Analyze and Source IT Spend Sometimes the problem with your tools isn’t with the tool, but the mix of tools you’re using and how they’ve been set up to be used. This session will help you identify the questions you need to ask yourself about the tools you need to ensure you’re optimizing your IT spend and maximizing savings, including: · Identifying the right compilation of tools, including

what tools work best when sourcing IT projects · How are you managing it? · What deals do you take on? How do you decide? · Efficient deal and spend tracking · Critical vendors- what happens if you ignore them? · RFP process tools

Zach Barber Senior Manager, Global Expense Management Abercrombie & FitchPaul Thill IT Sourcing Leader GE Healthcare

4:05 CASE STUDY: Success Story: A Look at Sabre’s IT Procurement WinsIn this session, Martha Lumatete will showcase her years of IT sourcing experience by discussing some of the wins and challenges she overcame while managing the IT category at Sabre, and how you can apply them at your company.Martha Lumatete Senior Strategic Sourcing- IT Sabre GLBL Inc.

CASE STUDY: Understanding the Complexities of Telecom Management to Uncover New Savings Opportunities · Timing the capital budget to suppliers’ year end to

get the best pricing for your equipment · Approaches to telecom asset management- do you

need a third party to handle this, or can you do it in-house?

· Negotiating with the big telecom providers- how and where can you gain leverage to receive the most competitive bid?

· Using telecom expense management to manage your bills and create savings

· Managing redundant networks · Hardware and infrastructure sourcing strategies

Paul Connors Senior Sourcing Manager, IT Daiichi Sankyo




4:35 Interactive Roundtable Discussions (2 rotations)After a busy day of active listening, keynotes and networking, take control of your own event experience. This is your opportunity to network with industry peers with very similar challenges, interests and responsibilities as you discuss niche topics in a small group setting facilitated by a subject matter expert. After 30 minutes, you will be able to choose a second topic to participate in.TABLE 1: Negotiating Performance & Outcome

Based IT Services Agreements Hosted By: David Blake, President & CEO, UpperEdge and Len Riley, IT Sourcing Practice Leader, UpperEdge

TABLE 2: In-Depth: Uncover Real Savings from Ongoing Operations to Support Revenue Growth Hosted by: Sebastian Grady, President, Rimini Street

TABLE 3: In- Depth: Controlling and Managing Costs Associated with New Technologies Hosted by: Ben Mendoza, CEO, MDSL

TABLE 4: In-Depth: Negotiating in a Limited Competitive Environment Hosted by: Scott Lazev, Senior IT Procurement Director, Liberty Mutual

Roundtable Discussions

TABLE 5: In Depth: Achieving Cost Savings Through Leasing Your Hardware Hosted by: Cynthia Garcia, Senior Director, Strategic Sourcing, Stewart Title Guaranty Company

TABLE 6: �In�Depth:�IT�Sourcing’s�Influence�on�the Corporation and Other Indirect Categories Hosted by: Susanne Harris, Vice President, Strategic Sourcing and Procurement, First American Title

TABLE 7: Negotiating with Small Vendors Hosted by: Nancy Tiran, Senior Director, IT Procurement, Best Buy

TABLE 8: Sourcing Mobile Apps Hosted by: George R. George, Senior Purchasing Manager of IT Services and Products, Ford Motor Company

TABLE 9: Managing Software Audits Hosted by: Scott Johnson, Sourcing Manager, 3M Company

5:40 Cocktail ReceptionHosted by eTouches

Day 2 Continued




Wednesday, June 3, 2015

dAY 3: CYBErSECurITY, SErvICES, ANd gLOBAL STrATEgIES7:45 Registration and Breakfast

8:30 Opening Remarks

8:45 PANEL DISCUSSION: Protecting Intellectual Property and Data When Negotiating Cloud Contracts

Moving to the cloud fundamentally changes how you deal with your software, data and applications. As there is less dependency on storage and mainframes, there is a new level of trust required between your supplier and your organization due to the amount of data now being stored and possibly shared. This panel will help you navigate how to ensure you’re protected when negotiating with cloud providers. · Public vs private cloud options · Risk and compliance issues surrounding data architecture and contract structure · Ensuring your supplier is in compliance with your corporation’s policies · Determining the true pricing of a cloud contract · Building data portability into your contracts · Where does your data need to reside, and how do you ensure it stays there? · Limiting liability in the event of a data leak · Disaster protection and recovery

Catherine Wendt Manager, IT Vendor Relations Brown Shoe Co.


9:25 CASE STUDY: Managing Security, Privacy, and Protection No one wants to become the next Target or Home Depot, but too many companies leave privacy and security with

IT to deal with. Procurement and Legal should be getting involved to make sure the contracts, and level of service, fit the needs of the company to keep costs in check and data secure. But what exactly should procurement be looking for? Hear from a corporate IT Security expert who can tell you how to get a seat at the table, and assist you with everything you need to ensure that you’re protected, including what to include in an RFP, when to get legal involved, separating privacy from security—and ensuring provisions for each, and limiting indemnification in the event of a breach.

9:55 CASE STUDY PRESENTATION: Elance-Odesk

10:15 Networking Break and Final Visit to the Solutions Zone

Houcine Chraibi Software Sourcing Specialist, Procurement Services University of Nebraska-Lincoln

Patrick Janssen IT Services Sourcing Manager Intel Corporation





Track A: Organizational Management Track B: IT Services Sourcing

10:50 PANEL: Creative Resource Management: Overcoming Talent Shortages To Build Your Optimal Team As IT procurement gains more prominence within a company, have the training and recruitment programs kept up? Even with the advent of supply chain MBA programs, it’s estimated that graduates will only fill 20% of the openings, clearly indicating a talent shortage in the field. When rising up through the ranks no longer is a guarantee for success, this session will address how to optimize your procurement team, including: · Conducting an employee skillset analysis: should you

recruit from supply chain/procurement or IT? · Embedding your sourcing managers within IT · Ensuring the sourcing team has credibility with IT- do

they speak the same language? Are they on the same level technically?

· Looking across departments to locate potential future leaders

· JDs as a source of potential talent · Determining if you’re willing to sacrifice some savings

to keep a less-than-ideal team fully staffedVikki Vlastnik IT Sourcing Manager DuPontScott Lazev Senior IT Procurement Director Liberty MutualErik Sternisha Global Vice President – IT Spend Management DTZ

PANEL: Unlocking Value By Outsourcing IT Services · How and when to outsource as it relates to

infrastructure · Developing competitive tension · Mapping the horizon of outsourcing opportunities;

are there any sacred cows? · Evaluating outsource providers when you do not

have time for apples-to-apples comparisons · Setting performance measurement SLAs and KPIs · Managing the IT outsource relationship

Cheryl Shelton Principal Consultant Corning Inc.Andrew Russell Director Global Indirect Procurement, IT Asurion

11:30 CASE STUDY: Developing a Mentoring Program for Sourcing Team ExcellenceLearn how to implement core components of a mentoring program. · One on one program · Criteria to enter a mentorship · Alignment of mentor and mentees · Group training sessions · Evaluation of the mentoring program · How to maximize informal mentoring opportunities


CASE STUDY: Best Practices for Sourcing IT Professional Services Are you considering bringing expensive consultants on site to manage your RFPs? Carla’s experience with projects managed in-house and the use of outsourced consultants will help you decide. What can go wrong in an RFP process? How to mitigate the risks of bad outcomes? Learn how to reduce IT professional services spend: · Effectively launch an RFP and select suppliers that

best fit your company · Manage the first stages of supplier engagement · Coordinate stakeholders’ team and get them on

your side · ·Negotiate using better levers and effectively make

use of rate cards · Maximize use of off-shoring

Carla Di Castro Sr. Manager, Procurement Services SanDisk

Day 3 Continued




Day 3 Continued

12:00 Networking Luncheon

1:00 Interactive Roundtable Discussions (2 rotations) After a busy day of active listening, keynotes and networking, take control of your own event experience. This is your

opportunity to network with industry peers with very similar challenges, interests and responsibilities as you discuss niche topics in a small group setting facilitated by a subject matter expert. After 30 minutes, you will be able to choose a second topic to participate in.

TABLE 1 Topic TBD Hosted by: Elance-Odesk

TABLE 2 M&A Hosted by: Richel Falk, IT Sourcing Manager, Weyerhaeuser

TABLE 3 Supplier Diversity Hosted by: Nancy Tiran, Senior Director, IT Procurement, Best Buy

2:00 PANEL DISCUSSION: Establishing and Optimizing a Global IT Sourcing Strategy Companies with a global footprint have an especially challenging time developing a comprehensive IT sourcing

strategy. When it comes to compliance issues, configuration issues, multiple reseller relationships and various pricing models, what’s the best way to implement a cohesive strategy across the world? Can global contracts be implemented from the home office? Do you need to decentralize? How do you deal with a patchwork of often conflicting global laws and regulations, especially in the EU and China? This panel will discuss how to overcome the headaches and optimize your global IT program.

Wendi Greenfield Senior Manager, Sourcing and Procurement Verisign

Christian Gerdes Global IT Procurement Leader Kimberly-Clark

Bert Omer Director, Global Procurement, Head of Category IT/Telecom Intercontinental Hotels Group

2:40 Conference Concludes

TABLE 4 Using Open Source Software

TABLE 5 Hardware- Planning for Obsolescence

TABLE 6 Topic TBD Hosted by: Monty Hamilton, CEO, RSI (Rural Sourcing Inc.)




ThE SOLuTIONS ZONEThis is your opportunity to meet with suppliers and solutions providers who can help you realize your�savings�goals,�streamline�and�automate�processes,�and�provide�effective�solutions�for�your�strategic sourcing operations. Chat with leaders in the procurement and sourcing solutions space. Interested in showcasing your product or service? Benefits of sponsorship include: · Exclusive access to senior level decision makers from leading global corporations

· Customized branding through our in-depth marketing campaign

· Lead generation to accelerate your sales cycle

· Building loyalty with your clients to consolidate your market position

· Differentiating�your�company�from�other�vendors�for�competitive�advantage

· Raising awareness and reminding the market that your are an essential partner to the industry

· Demonstrating your strength in uncertain times to grow your market share

For more details on how you can showcase your solution, contact Mark Barrett at 646.200.7494 or email [email protected].



Elance-oDesk Elance-oDesk is building an online workplace for the world, creating boundless possibilities, opportunity and freedom. Today more than 2 million businesses and 8 million freelancers have tapped into Elance.com and oDesk.com to work together remotely. The Internet transformed commerce and music industries and is now transforming the way people work. Today millions of people and businesses connect, collaborate and work together online at an unprecedented rate. This shift is making it faster and easier for businesses to hire for the skills they need on-demand, while freeing talented professionals to work how and where they are most productive. In 2013, freelancers on Elance and oDesk earned more than $750 million. Headquartered in Silicon Valley, with an office in Oslo, Norway, Elance-oDesk is a privately held company.

etouches

etouches, event management software, covers every major function in the event planning lifecycle. Founded in 2008, the company has more than 900 customers in 35 countries. The multilingual, multicurrency software offers registration, event website creation, survey, email marketing, scheduling, speaker/exhibitor/sponsor management, seating, project management, budgeting, venue selection, booth purchasing, social networking and mobile app creation. The state of the art event platform created by event people serves a global customer base that includes corporations, planners, agencies, and associations. Headquartered in the United States in Norwalk, CT, the company has international offices in Reading, UK; Sydney, Australia; Dubai, UAE.

IBM

IBM is a global technology and innovation company headquartered in Armonk, NY. It is the largest technology and consulting employer in the world, with more than 400,000 employees serving clients in 170 countries. IBM offers a wide range of technology and consulting services; a broad portfolio of middleware for collaboration, predictive analytics, software development and systems management; and the worldís most advanced servers and supercomputers. Utilizing its business consulting, technology and R&D expertise, IBM helps clients become ìsmarterî as the planet becomes more digitally interconnected. This includes working with organizations and governments to build systems and practices that improve their ability to deliver a more rewarding and mutually profitable customer experience. IBM Research is home to 5 Nobel Laureates, 9 U.S. National Medals of Technology, and many other awards. The company was behind the inventions of the PC; SABRE travel reservation system; UPC codes; Watson, the Jeopardy!-playing computing system; and much more.

MDSL

MDSL leads the market in Technology Expense Management, with international Telecom Expense Management (TEM) and Market Data Management (MDM) solutions. MDSL helps enterprises around the world manage their communications more efficiently and achieve significant cost savings on a global scale. With offices in New York, Florida, London, Paris, Hong Kong, Tokyo and Gothenburg, and a range of award winning software and services covering the full lifecycle from procurement to invoice reconciliation, more than 150 customers in over 34 counties trust MDSL to manage over $6.5 billion of technology expenses annually and deliver tangible and measurable benefits to their bottom line.Established in 1995, MDSL holds ISO 27001 and Safe Harbor certification, and is a member of the TEM Industry Association (TEMIA) and the Software & Information Industry Association (SIIA). MDSL features in Gartnerís Magic Quadrant, TEM Critical Capabilities and TEM Competitive Landscape reports and was the first global TEM provider to achieve AOTMPís Efficiency First© accreditation.

Method180

We help enterprises translate complex licensing agreements into clear understandings about the impact on their business and technology requirements, and therefore drive cost savings on an average between 20% and 30%. Our experts have over 75 years of combined software licensing experience. Our clients range from the Fortune 500 to small and mid sized organizations.

Agreement Negotiations Organizations only have an opportunity periodically to re-examine their contracts. This can be a confusing process for even the most experienced procurement team. The confusion often leads to over spending. Method 180 optimizes the process and outcomes to meet your needs.

Audit Assistance In the world of IT one of the most feared things you can hear from your software vendor are the words, “Software Audit” Inevitably this will mean a series of events designed to drive additional revenue. Software audits are difficult, frustrating, confusing and time consuming. Method 180 translates this convoluted process into a risk free, easy to understand process.

ABOuT Our SpONSOrS




Rimini Street Rimini Street is the leading independent provider of enterprise software support services. We provide an innovative, award-winning program that enables Oracle and SAP licensees to save up to 50 percent on their annual support fees. Clients can remain on their current release without any required upgrades for at least 10 years. Nearly 900 clients signed to date, including global, Fortune 500, midmarket, and public sector organizations running Siebel, PeopleSoft, JD Edwards, Oracle E-Business Suite, Oracle Database, Hyperion, Oracle Retail, Oracle Fusion Middleware, SAP and BusinessObjects are receiving ultra-responsive, premium service including support for customizations. To learn more, please visit www.riministreet.com.

Rural Sourcing, Inc.

Rural Sourcing, Inc. was founded in 2004 as a domestic sourcing alternative for offshore. Rural Sourcing, Inc. is committed to changing the offshore outsourcing experience. Creating high performing development centers in low cost of living, high quality of life US locations, we eliminate the inherent risks and management challenges of time zones, turnover, language and cultural barriers but still offer the cost savings of offshore.RSI leverages IT skilled resources in our Development Centers, which are located near universities in tier 2 and tier 3 cities. Due to a lower cost of living and our proven delivery methods, RSI is able to provide costs savings of 30-50% for our clients. Well-trained employees with a strong work ethic living in low cost cities enable RSI to deliver exceptional value for our clients. Inherently, this value comes without the obstacles of time zones, distance, language, and geopolitical risks associated with offshore models. Over the next few years, Rural Sourcing, Inc. intends to create thousands of new technology jobs in the US by replicating the model of opening new development centers across the United States.

SLC

SLC was founded 13 years ago when Ed Ramirez who at that time ran Mid America Sales for Oracle Corporation decided to leverage all of the business practices he helped develop to help his clients reduce costs and make better Oracle procurement decisions. Since then SLC has pioneered the most revolutionary ways to reduce Oracle costs, defend against Oracle audits and better deploy Oracle assets. SLC has an elite book of clients ranging from Fortune 100 companies to Health Care and Financial verticals. SLC has been involved in over 300 ULA negotiation and certifications which resulted in over $500 Million is savings for our clients. Over the 13 years SLC has been named “the most strategic asset to our procurement team” by most of the companies that we partner with. SLC continues to be leader in Oracle cost containment strategies and although many companies have tried to enter this very specialized business they fall short.

Spinnaker Support

Spinnaker Support has steadily emerged as the leading global provider of third-party maintenance and managed services for SAP and Oracle enterprise software applications. More than 400 global clients have profited from world-class support services at a fraction of the price for their SAP, E-Business Suite, JD Edwards, and Siebel applications.

UpperEdge

UpperEdge maximizes the value our clients generate from their IT supplier relationships by providing them with tailored sourcing and negotiation strategies that are supported by market intelligence and analytics.

Our advisory services span the full sourcing lifecycle from sourcing strategy development to sourcing execution to supplier management to ongoing project governance and risk management. Our Sourcing, Information Technology, Finance, Program Management and Legal professionals work behind-the-scenes or side-by-side with our clients empowering them to negotiate with confidence and generate more value from their IT investments and supplier relationship. On average, our clients receive a 20X return on the investment in our services.

UpperEdge provides services to clients undertaking Business & IT Transformations, Merger & Acquisition Integrations, Cost Reduction Initiatives, Supplier Compliance Matters and Renegotiations. Our expertise spans all IT spend categories, agreement types and tier one vendors, including, Accenture, AT&T, Capgemini, Cisco, Cognizant, Deloitte, EMC, E&Y, Hitachi, HP, IBM, Infosys, JDA, Microsoft, Oracle, SAP, TCS, Verizon, Wipro and many others. To learn more, please visit www.upperedge.com.

Sponsors Continued




ABOuT Our MEdIA pArTNErS

ABOuT prOCurECON

FierceFinanceIT

Website: fiercefinanceit.com

FierceFinanceIT monitors the developments driving financial technology forward - data management strategies, financial services convergence, mobile banking growth, dark pools, and more. Financial managers and IT executives subscribe to FierceFinanceIT’s free, twice-weekly email newsletter to stay ahead of the curve.

ISM

Denver strives to provide ongoing opportunities for the professional development of our membership through educational and networking opportunities designed to increase knowledge and foster ethical standards within supply management profession. As a chapter of The Institute for Supply Management (ISM), our efforts focus on a variety of areas including: · new trends in supply management and procurement · legal issues which may impact the profession · professional certifications offered by ISM, and assistance in achieving certification · maintaining an environment which promotes leadership, ethical behavior, integrity and

professional growth · the free exchange of ideas and issues among our members through networking and through the

opinions of industry experts.

My Purchasing Center

Website: mypurchasingcenter.com

My Purchasing Center is a website designed to provide the essential information required by purchasing and procurement management professionals to keep their companies competitive in a dynamic global marketplace. My Purchasing Center reports news, pinpoints trends, interprets events and presents proprietary pricing and supply data through unique content developed through its editorial staff, strategic content partnerships and by creating an online hub for information.

Society for Information Management (SIM)

Website: www.simnet.org

The Society for Information Management (SIM) is the premier network for IT leaders comprising more than 4,500 members including CIOs, senior IT executives, prominent academicians, consultants, and other IT leaders. SIM is a community of thought leaders who share experiences and apply rich intellectual capital, and who explore future IT direction. Through its 38 Chapters, SIM provides resources and programs inspired by IT leaders for IT leaders that enable CIOs to further develop their leadership capabilities as well as the key and emerging leaders in their organizations. Learn more at www.simnet.org.

SupplyChainBrain

Website: supplychainbrain.com

SupplyChainBrain, the world’s most comprehensive supply chain management information resource, is accessed year round through a wide range of ever evolving multi-media formats by hundreds of thousands of senior level industry executives. In addition to addressing the fundamental principles of supply-chain management, SupplyChainBrain identifies emerging trends, technologies and best practices, forward thinking ideas and cutting-edge solutions-and continues to write and report about these as they evolve and mature.

Supply & Demand Chain Executive

Website: www.SDCExec.com

Supply & Demand Chain Executive is the executiveís user manual for successful supply chain transformation, utilizing hardhitting analysis, viewpoints and unbiased case studies to steer executives and supply management professionals through the complicated, yet critical, world of supply and demand chain enablement to gain competitive advantage. On the Web at www.SDCExec.com.

The ProcureCon event series brings together a unique blend of Procurement, Purchasing and Supply Chain experts from across all industries to share their experiences and knowledge with a team of people who truly embrace the strategically important field of Procurement. Originally launched in the US 15 years ago to address direct purchasing strategies for manufacturing companies, ProcureCon has since transformed its focus to address the challenges and opportunities within indirect spend and corporate services procurement at the ProcureCon Indirect East and West events, as well as the unique needs of managing complex and large-spend categories at ProcureCon for Digital and Marketing Services and ProcureCon IT Sourcing.




Marriott Denver Tech Center

4900 South Syracuse Street, Denver, CO 80237(303) 779-1100www.marriott.com/hotels/travel/dentc-denver-marriott-tech-center

Rate: ProcureCon IT Sourcing has secured a special conference rate of $160 a night plus tax for attendees. Rooms are limited and are on a first come, first served basis, so make your reservations as soon as possible. The special rate expires May 11, 2015. After this date, rooms may still have available, so inquire with the hotel if you have missed the cut-off date.

Highlights: Welcome to the Denver Marriott Tech Center hotel, offering travelers an unbeatable location for business and leisure. Convenient to Greenwood Village, Denver International Airport, and shopping at Cherry Creek Mall and Park Meadows Mall, our hotel features warm atmosphere, generous on-site amenities and services, and signature Marriott hospitality located within the Tech Center development. Spacious guestrooms feature plush bedding, high-speed Internet access, and a full-size work desk. Enjoy rustic Western ambiance and outstanding dining and drinks at The Lift Restaurant and Lounge. Stay active with our indoor and outdoor pools, and a fully equipped fitness center. Professional event planners on staff can help put together any meeting or event, from weekday business conference to weekend wedding reception. 45,000 sq feet of dedicated space means there’s plenty of room for events of any size. And we are proud to be named an ENERGY STAR® property by the U.S. Environmental Protection Agency.

vENuE & ACCOMMOdATIONS




Discounted�Rates�for�Qualified�Procurement�Practitioners*

Special�Group�Discounts�for�Qualified�Procurement�Practitioners

Rates for Solution Providers / Others

VIP Pass Includes:The full conference pass, and a refundable ticket– Need to cancel your registrations the day of the event? No problem. The VIP Pass entitles you to a full refund.Hotel Amenities – Your VIP pass includes accommodations for two nights, and $200 hotel or AMEX voucher to be used onsite. Attendee List – You come to this great conference to learn and network. VIPs will receive the attendee list so you can begin and continue networking off site. (excludes email addresses per company privacy policy)

VISIT WWW.PROCURECONIT.COM FOR THE WBR CANCELLATION, POSTPONEMENT AND SUBSTITUTION POLICY

Register By Feb 27, 2015

Register By Mar 31, 2015

Register By Apr 30, 2015

Standard Price

Three Day Conference (June 1 - 3, 2015) Save US$300 US$1499

Save US$200 US$1599

Save US$100 US$1699

US$1799

VIP Pass (see below for details)Save US$300

US$3700Save US$200

US$3800Save US$100

US$3900 US$4000

Standard Price

Three Day Conference (June 1 - 3, 2015) US$3499

Standard Price

Groups of 2 15% off above price

Groups of 3-4 25% off above price

Groups of 5+ 30% off above price

Groups of 8-12 Flat rate of $10,999 for the whole group

To secure your team discount, call John French at 416-597-4766, or email him at [email protected] · *Discounts apply to qualified procurement practitioners.

Standard price applies to: any service provider or supplier to companies including, but not limited to software vendors, technology vendors, solution providers, consultants or companies with primary revenues resulting from these other areas.

· Worldwide Business Research reserves the right to enforce the rate for solution providers. No two discounts or offers may be combined. Team Discounts do not apply to sponsoring or exhibiting companies. Fee includes continental breakfast, lunch, afternoon refreshments, cocktail receptions and conference documentation.

· Connecticut residents must add 6% sales tax to their registration fee.

prICINg & dISCOuNTS

CONTACT uSProductionFrank Musero Executive Director Phone: +1.646.200.7450 Fax: +1 (212) 885.2733

Sponsorship/Exhibit SalesMark Barrett Sponsorship DirectorPhone: +1 (646) 200.7494 Fax: +1 (212) 885.2733

Group Discounts & SalesJohn French Delegate Outreach LeadPhone: +1 416-597-4766 Fax: +1 (416) 598.1452

Customer ServicePhone: +1 (888) 482.6012 Fax: + 1 (646) 200.7535

Meeting PlanningAlice Cuthbert Meeting PlannerPhone: +1 (646) 200.7473 Fax: +1 (646) 200.7533

Marketing & Media PartnershipsChris Kienzle Marketing DirectorPhone: +1 (646) 200.7471 Fax: +1 (212) 885.2733


Documents

The only peer-led, dedicated IT sourcing and vendor ... · ProcureCon IT Sourcing 2015: The only peer-led, dedicated IT sourcing and vendor management event in North America PAGE