| ź Welcome and Opening Remarks
Danny Ertel, Partner, Vantage Partners and Chair, IAOP Governance Chapter
ź "If we had only known then...Governance lesions from the front lines: A Panel Discussion” Leslie Bleke, Program Manager, Allstate
Nancy Gustine, Director of eBusiness, The Williams Companies
Christopher Long, Director, Blue Shield of California
Moderated by Danny Ertel, Partner, Vantage Partners
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.
ź Outsourced Services: The Role of Internal Audit
Matthew P. Shocklee, Managing Director, PricewaterhouseCoopers
ź Closing comments
Michael F. Corbett, Chairman, IAOP
with introduction of Neil S. Hirshman, Chair, IAOP Chicago Chapter
EDUCATIONAL SESSIONS
ź Organizational Governance Atul Vashistha, 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 would share the three levels of governance.
ź 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 of Vantage Partners 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.
ź Virtual Joint Ventures: A Tool for Outsourcing Governance and Effective Collaboration 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 analagous to a corporation is often regarded as a highly effective tool to achieve both good governance and effective and collaborative working. Drawing particularly on experience in Europe and Asia where this approach to outsourcing has been pioneered, the 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.
ź Governance and Contract – Pound for your Flesh and a Penny for your Thoughts Neil S. Hirshman, Partner, Kirkland & Ellis, and Chair, IAOP’s Chicago Chapter Jagdish R. Dalal, Managing Director Thought Leadership, IAOP
Note: This session represents the Chicago Chapter’s fall meeting. Chicago chapter members may attend this session, closing comments and reception free of charge
ź 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 talk through building a governance framework that enables sound decisioning in environments where many factors are at play.
ź A Customer’s View of Managing Risk in Outsourcing Jan Erik Aese, Vice President Enterprise Procurement, Ameriprise Financial
ź Outsourcing Tools: A Status Report
Jagdish R. Dalal, Managing Director Thought Leadership, IAOP
ź Straight Talk and Setting Expectations for Outsourcing Success
Ron Barbera, Executive Consultant, IBM
Lisa Kreeger, MBA, Ph.D., Organizational Relations & Exchange Researcher, IBM Research
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 to simply 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.
ź 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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