Tuesday, April 30 Buyers and Providers (Provider participation commences at 12:00 pm)
8:30 am – 9:30 am Opening Remarks and Introductions Phil Fersht, CEO, HfS
9:30 am - 11:00 am Getting the Talent Development Ball Rolling:
  • Introduction
  • Re-orienting the work culture, sourcing and finding new talent (both internally and externally)
  • Cross-training SS and O staff to create GBS competency,
  • Designing effective Change Management programs.

Ian Maher, Strategic Sourcing Office, Hanover Insurance Group

 

Carol Britton, Chief Procurement Officer, Bank of New York, Mellon

11:00 am - 11:15 am Break  
11:15 am - 12:00 pm Innovation, Shminovation: Why today's focus on "innovation" in global sourcing is fundamentally a waste of everyone's time Steven Jo, Head of Multisourcing
Silicon Valley Bank
12:00 pm – 1:00 pm Networking Lunch Gallery, 2nd Floor
1:00 pm - 1:45 pm If My Dashboard Is So Green, Why Do I Hate My Provider?

Deborah Kops, Research Fellow, HfS

Jay Desai, Senior Vice President, Sourcing, Northern Trust

1:45 pm - 2:30 pm If Outsourcing Were an Employee, It Would Be Fired

John Haworth, Head of Globalization Center of Excellence, Cigna

Phil Fersht, CEO, HfS

2:30 pm - 3:00 pm Break  
3:00 pm - 4:15 pm Moving beyond "Lights On": Accomplishing a Collaborative, Value-based Relationship
  • Introduction
  • Planning Ahead Together: How to diagnose problems and define outcomes jointly
  • Getting Relevant: Developing relevant metrics that add value to the relationship
  • Building a Collaborative Team: Cross provider/client team-building
  • Establishing Innovation Programs and performance-based pricing.

Buyer/Provider Break-out Session Facilitators:

Jay Desai, Senior Vice President, Sourcing, Northern Trust

Deborah Kops, Research Fellow, HfS

John Haworth, Head of Globalization Center of Excellence, Cigna

Phil Fersht, CEO, HfS

4:15 pm - 4:45 pm Moving beyond "Lights On": Debrief Phil Fersht, CEO, HfS
4:45 pm – 5:00 pm Closing Remarks Phil Fersht, CEO, HfS
6:00 pm – 7:00 pm Cocktail reception for all dreamSource attendees Restaurant 42, 42nd Floor
6:30 pm – 7:00 pm Freakonomics' Stephen Dubner: VIP Meet & Greet Sky Lounge, 43rd Floor
7:00 pm – 9:00 pm Networking evening reception and dinner featuring
Stephen Dubner: Business & Management Lessons from
Freakonomics & SuperFreakonomics
Sky Lounge, 43rd Floor
     
Wednesday, May 1 Buyers and Providers  
8:30 am – 9:15 am Think Out Loud! State of the Industry 2013 Phil Fersht, CEO, HfS
9:15 am - 10:15 am Influencing Value Orientation in the Shadow of Cost Myopia

Roxanna Wall, Executive Director, Industrialization Program, UBS

10:15 am - 10:45 am Break  
10:45 am - 12:00 pm Why GBS is Meaningful to Your Organization Marc Pauls, Strategy Lead,
Wells Fargo
12:00 pm – 1:00 pm Networking Lunch Gallery, 2nd Floor
1:00 pm - 1:45 pm Advanced Outsourcing Practice: Rethinking ITO, BPO and Cloud Services

Professor Leslie Willcocks
Head of Outsourcing Unit
London School of Economics

1:45 pm - 2:45 pm Real World Innovation, No More Schminovation: Rapidfire

Ian Maher, Strategic Sourcing Office, Hanover Insurance Group

John Ashworth, Global Head of Finance Transformation, Pearson John Haworth, Head of Globalization Center of Excellence, Cigna

Pradip Khemani, Director, Customer Quality Contracted Operations, Blue Shield of California

2:45 pm - 3:00 pm Break  
3:00 pm - 4:00 pm The Science of Performance Management Madelein Smit, Vice President, Outsourcing, CEVA Logistics
4:00 pm - 4:45 pm The Science of Performance Management: Accelerated Surgery HfS Facilitated Break-out Session
4:45 pm – 5:30 pm Think Out Loud! Phil Fersht, CEO, HfS
6:00 pm – 8:00 pm Networking Reception and Dinner The Ritz-Carlton BLT Steak
     
Thursday, May 2 Buyers Only  
8:00 am – 8:30 am Breakfast  
8:30 am – 9:45 am Designing the Governance Organization and Defining Roles and Career Paths: How to best achieve value and stakeholder alignment, skills of successful leaders and staff.

Lisa Wright, VP Enterprise Vendor Governance and Sourcing, Prudential

9:45 am - 10:45 am Defining the Perfect SSO Management Certification:
  • State of industry certification presentation,
  • Discussion of why people haven't completed it,
  • Brainstorming content in a perfect program,
  • Experiential requirement, test requirement,
  • Classroom training requirement.

Craig Libby, Associate Vice President, Global Service Delivery, USAA

Tony Filippone, EVP Research, HfS

10:45 am - 11:00 am Break  
11:00 am - 11:45 am Dreams and Nightmares of Business Services Cliff Justice, Partner and U.S. Leader, Shared Services and Outsourcing Advisory, KPMG LLP
11:45 am – 12:00 pm Conclusion Phil Fersht, CEO, HfS
12:00 pm – 1:00 pm Networking Lunch Gallery, 2nd Floor
1:00 pm - 2:30 pm Financial Services Roundtable