ProcureCon IT Sourcing 2024

June 03 - 04, 2024

The Westin Copley Place, Boston, MA

Day One: Tuesday, June 18 - Tech 2030: Ramping Up For Tomorrow Today

7:15 am - 8:15 am Breakfast and Registration

8:15 am - 8:25 am Welcome Remarks and Icebreaker

8:25 am - 8:35 am Chairman’s Opening Remarks

Tomás O’Leary - CEO & Founder, Origina
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Tomás O’Leary

CEO & Founder
Origina

The age in which Automation, AI, Chatbots and other major tech disruptors become the norm is fast approaching - but are you ready? With the increasing need to replace outdated infrastructure, address the new realities of cyber-security, support digital transformation initiatives, and ensure you're keeping up with stakeholders who want tomorrow today, it’s vital that procurement develops a new tech strategy for a new tech age. In this panel, IT sourcing leaders will discuss how you can catch up, keep up and avoid short-circuiting your spend. Q&A to follow.

  • Developing a disruptive tech spend strategy that's right for your organization
  • How to begin work with innovative and new suppliers
  • Is agile sourcing effective?
  • What trends are worth the cost and risk?
  • How to keep up with the digitization and mobilization of the modern workplace
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Aashish Talwar

Software & IT Services Sourcing Leader
GE

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Tomás O’Leary

CEO & Founder
Origina

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Yogesh Sayanakar

Global Category Manager
BD

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Matt Tucker

Sourcing Director, Procurement
Barclays

9:15 am - 9:45 am Keynote Presentation | The Software Negotiations Battleground: How Walmart Wins The War

Brad Veech - Sr. Director IT Sourcing, Walmart
 For too long, software providers have driven the IT sourcing environment by attempting to avoid sourcing and increase annual fees, but the time has come for sourcing to take the wheel and propel the software engagements of tomorrow into a new era. By  implementing a new negotiation and contracting strategy , this top exec turned the tables and took control, garnering major savings and a revolutionary way to license software. In this case study, find out just how they did it, and how you can do the same.  Extended Q&A to follow.
·         Moving from perpetual licensing to cloud
·         Reducing your annual fees year on year
·         Making avoidance just as important as savings
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Brad Veech

Sr. Director IT Sourcing
Walmart

Mega-vendors such as Oracle, IBM, Microsoft, SAP and AWS are notoriously difficult vendors to manage in terms of compliance, negotiation and the general relationship. With rapidly changing platforms, terms and pricing models every year, what are the best tactics to follow in terms of your negotiations and renewal contracts? Find out in this enlightening panel discussion. Q&A to follow.

  • Building a solid case for your requirements
  • Tailoring your negotiation plan to be vendor specific
  • How strategic timing can improve your deal
  • How to use a collaborative team approach to implement the right tactics for bargaining power
  • Asking the right questions to uncover hidden and missing costs 
  • How to mitigate vendor-specific risk through terms and conditions checklists
  • Knowing when a vendor will negotiate in advance
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Richard Kobayashi

Senior Manager, Technology Sourcing, Software
Salesforce.com

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Brad Veech

Sr. Director IT Sourcing
Walmart

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Lorry Parker

Category Manager – Technology
Southwest Airlines co.

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Tomás O’Leary

CEO & Founder
Origina

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Andrew Russell

Sr. Manager, IT Vendor Management Office
Bridgestone Americas, Inc.

10:25 am - 11:05 am AM Networking Break

Energy Booster: Espresso, Healthy Snacks, Games and Networking In The Solutions Zone

11:05 am - 11:30 am Keynote Presentation | Turbo Charged: The Automation Of Procurement And Meeting The Momentum Of IT

Declan Holzman - Senior Manager, Strategic Sourcing, Groupon
We all know there’s a need for speed when it comes to sourcing IT. Slower functions run the risk of missing product lifecycles, incurring rogue spend, and the devaluing of procurement in general. With the advent of automation, however, a faster method
is possible. RPA and AI can manage key tasks with greater efficiency, simplicity and speed - but how can you prepare for
the shift and is it really worth the investment? Find out in this informative presentation.

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Declan Holzman

Senior Manager, Strategic Sourcing
Groupon

Marriott, Facebook, Ticketmaster- these are just a few victims of major security breaches, and thus, PR nightmares. For too long, cybersecurity has taken a backseat to crisis – so has the time come to take a more proactive approach? With hackers waging war with increasingly sharper skills and reach, the need to shield your enterprise has never been more vital. From enterprise wide data systems to mobile devices and even printers, nothing is safe. In order to approach the battlefield, however, sourcing must have a thoroughly clear understanding of the weapons they need to fight. In this panel, hear varying perspectives on what sourcing can do to form a strong shield of protection, and keep its organization safe and sound.

  • How to forge a strong working relationship with the InfoSec team
  • How secure are security keys and privacy filters?
  • Including contracts clauses to assess security parameters and hold suppliers accountable for data security
  • Developing a contingency disaster recovery plan 
  • Is it better to take a proactive or reactive approach?
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David Cross

Principal Security Architect
Henry Schein One

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Tanita Montgomery

Sourcing Excellence Manager - Information Technology, Finance & Human Resources
Amgen

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Mor Abramovitch

Global IT Strategic Sourcing Manager
VMware

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Brennan Davis

IT Category Manager
Neiman Marcus

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Tomás O’Leary

CEO & Founder
Origina

12:10 pm - 12:30 pm Fireside Chat: Why It’s Not Business As Usual for IT Sourcing

Jon Winsett - CEO, NPI Rajeev Karmacharya - Managing Director, Strategic Sourcing, Fannie Mae
Industry transformation and volatility is changing the IT sourcing landscape. Ambitious, game-changing IT initiatives mean higher spend and transaction volumes, while things like increased M&A and software license audit activity are driving up risk. In this fireside chat-style discussion, Jon Winsett, CEO of NPI, will interview Rajeev Karmacharya, Managing Director, Strategic Sourcing at Fannie Mae about how IT sourcing can stay a step ahead, reduce risk and deliver more value to the organization.
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Jon Winsett

CEO
NPI

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Rajeev Karmacharya

Managing Director, Strategic Sourcing
Fannie Mae

SaaS empowers line owners and employees with the agility to acquire new tools on demand, but its rapid adoption challenges the best practices and governance established by procurement and IT sourcing. In this paneled discussion led by Zylo co-founder and sourcing veteran Cory Wheeler, business leaders from GrubHub and ZenDesk share their strategies for transforming the challenge of decentralized SaaS into increased enterprise visibility, value-oriented insights and strengthened stakeholder partnerships.
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Brett Bartolai

Head of Procurement
Grubhub

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Andy Park

Category Manager – Technology
Zendesk

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Cory Wheeler

Co-founder and VP of Customer Success
Zylo

12:50 pm - 1:55 pm Lunch

Track A:
Software

1:55 pm - 2:05 pm Track Chairman's Remarks

Mike Austin - Director, MetrixData 360
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Mike Austin

Director
MetrixData 360

As more companies move to Microsoft’s cloud offerings, the risk of overspending (initially and over the term of the contract) is high. Companies need to focus on not just getting the best deal for their MSFT purchase/renewal, but optimizing contractual terms, increasing flexibility and reducing risk over the term of their agreement. In this in-depth workshop, you'll gain an understanding of the latest options in acquiring and renewing Microsoft licenses, as well as pros and cons of subscription and perpetual software purchases with the company's cloud services slate. We’ll cover how to best negotiate and contract in this new structure and explore the volume licensing option. Learn how to avoid common mistakes when negotiating with Microsoft and maximize the return on your software investment. 
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Dan Brewster

Director of Client Services, Microsoft
NPI

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Wes King

Manager, Global Strategic Sourcing, IT/Telecom
Mylan

Track B:
Services

1:55 pm - 2:50 pm Workshop | Stay Sane And Maintain: Protecting Your Infrastructure By Rethinking Your Maintenance Strategy

Cynthia Garcia - Strategic Sourcing Manager, Technology, Waste Management
Infrastructure maintenance can take up an enormous amount of spend, as well as take investment away from vital new products - so what are the key strategies you can implement to effectively get costs down?

  • What types service providers are worth investing in to help with maintenance – or should you invest in internal resources?
  • Proactive vs. Reactive - what's the best strategy for your function?
  • How do you decide when something is no longer worth maintaining? 
  • Optimizing maintenance contracts
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Cynthia Garcia

Strategic Sourcing Manager, Technology
Waste Management

Track C:
Telecom and Hardware

1:55 pm - 2:50 pm Panel | Results Targeted Telecom Sourcing Tactics – Only Ask For What You Really Need

JP Crametz - Consulting Principal, Oncept Consulting Group Cindy Grosskopf - Procurement Principal: Technology Category Lead, DXC Technologies
Have large Telecom RFPs become ineffective for both the buyer and supplier side? Has the RFP process itself become over-burdensome without delivering the commercial terms, pricing and transformation results that you were aiming for at the start of the process? A panel of procurement specialists in contract management, price benchmarking and negotiation strategy will share a few war stories, as well as the benefits and efficiencies of replacing a dated, time-consuming, often standard RFP process with a customized and directed sourcing and negotiation plan, including how to successfully manage the deliverables to meet your requirements and commitments
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JP Crametz

Consulting Principal
Oncept Consulting Group

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Cindy Grosskopf

Procurement Principal: Technology Category Lead
DXC Technologies

Track D:
Practitioners-Only Boardrooms

1:55 pm - 3:35 pm Boardroom | Group Therapy For Leaders Of Small IT Sourcing Teams

Siddarth Ramesh - Senior Global Category Manager, IT, VSP Global
Feeling overwhelmed in your current role overseeing a small IT sourcing team (e.g. less than 5 FTEs)? This session will provide you with emotional guidance and self-care you need when encountering a crisis. You’ll discuss:

  • Approaches to prioritize your efforts and measure success
  • Tools and techniques for embracing organizational cultures not accustomed to sharing information
  • How do you become best in class with such a small team - outsource? Contractors?
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Siddarth Ramesh

Senior Global Category Manager, IT
VSP Global

2:50 pm - 3:35 pm Workshop | How to Negotiate with Oracle

Dan Woods - CEO/Founder, Evolved Media Craig Guarente - CEO, Palisade Compliance
This essential workshop dives deep into Oracle’s complex contracts and lock-in strategies. You'll explore Oracle’s sales strategies and negotiation tactics and learn how you can increase the value of your Oracle investment. Palisade will discuss real world scenarios so you can hear firsthand about the latest licensing and contracting practices, and walk away knowing how to effectively manage your Oracle contracts with the confidence that you are in control. You’ll also hear from a Palisade client who applied the right negotiation strategies to take back control of their Oracle relationship.

Led by Craig Guarente, CEO of Palisade Compliance and a Palisade Client
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Dan Woods

CEO/Founder
Evolved Media

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Craig Guarente

CEO
Palisade Compliance

2:50 pm - 3:35 pm Workshop | IT Contingent Labor: Doing More With Less and Reducing Expenses Through Strategically Aligned Resources

Vijay Rajan - Principal Technology Director, Analysts IT Solutions – An ACS Group Company
It’s no surprise that IT organizations are continuously tasked with increased Projects and greater emphasis on lowering costs. This challenge is coupled with an increased demand for top IT talent in a record low IT unemployment environment. Leading IT and Procurement organizations are having to move beyond simply negotiating lower rates with suppliers, to recognize savings. The solution is a shift to a more strategic engagement model, to deliver projects on time and within budget.  This session leapfrogs beyond the transactional negations with suppliers and focus on building an internal IT Labor Center of Excellence (COE) that generates significant cost savings & increased performance.
•How to effectively deploy outcome-based strategies that focus on Total Project Cost, and not individual IT labor silos
•How to improve ramp-up time to productivity, and knowledge transfer, that ultimately drives down costs on IT Projects
•How to strategically hire the right resources, and manage quantity of resources, while decreasing burden on IT Leaders
•Staff Aug, SOW, Project Teams, Third Party Outsourcing, Offshore…? 
•How to determine the right mix of IT labor engagements, and level of skills, to cost effectively deliver Projects on time 

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Vijay Rajan

Principal Technology Director
Analysts IT Solutions – An ACS Group Company

2:50 pm - 3:35 pm Why We Think The Channel Is Failing You. Support Your International Infrastructure With Smart: Logistics, Compliance And Trade Services

Justin Brown - CEO, FGX (First Global Xpress) Tapas Tripathy - Vendor Management and Contract Specialist, Tata Consultancy Services

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Justin Brown

CEO
FGX (First Global Xpress)

Tapas Tripathy

Vendor Management and Contract Specialist
Tata Consultancy Services

1:55 pm - 2:35 pm Boardroom | Group Therapy For Leaders Of Small IT Sourcing Teams (Continued)

Feeling overwhelmed in your current role overseeing a small IT sourcing team (e.g. less than 5 FTEs)? This session will provide you with emotional guidance and self-care you need when encountering a crisis. You’ll discuss:

  • Approaches to prioritize your efforts and measure success
  • Tools and techniques for embracing organizational cultures not accustomed to sharing information
  • How do you become best in class with such a small team - outsource? Contractors?

3:35 pm - 4:15 pm PM Networking Break

Snacks, Games and Networking In The Solutions Zone
Track A:
Software and Savings

4:15 pm - 5:00 pm Workshop | How To Influence IT Cost Reduction Opportunity and Claim Savings

Craig Guarente - CEO, Palisade Compliance Sebastian Grady - President, Rimini Street
Join your peers discussing strategies to uncover dramatic savings in IT spend. Topics include: 
•       Tips on negotiating with the software mega vendors
•       Cloud licensing pitfalls
•       Persuasive approaches to get IT to partner with you to drive savings

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Craig Guarente

CEO
Palisade Compliance

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Sebastian Grady

President
Rimini Street

Track B:
Services

4:15 pm - 5:00 pm Workshop | From First Response To Vendor Negotiations, How To Optimize the Outcome of A Software License Audit

Mike Beals - Vice President, Advisory Services, NPI John Hefley - Software Compliance Manager, Bridgestone Americas
The chances of optimizing (or sabotaging) the outcome of a software license audit begin the moment you receive notification from your vendor. In this session, we discuss the anatomy of an enterprise software license audit, why vendor findings aren’t always accurate, and common mistakes companies make throughout the audit process. We’ll provide play-by-play best practices on how to optimize the outcome of an audit from start to finish. 
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Mike Beals

Vice President, Advisory Services
NPI

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John Hefley

Software Compliance Manager
Bridgestone Americas

Track C:
Telecom and Hardware

4:15 pm - 5:00 pm Workshop | The New Realities Of Hardware Sourcing

Kat Bernardo - Senior Manager, Hardware, Salesforce.com
The hardware landscape is constantly changing, as are the needs of your stakeholders. The rapid evolution of information technology demands that IT sourcing consider new principles in sourcing hardware like servers, PCs, printers, mobile devices, and more. A holistic sourcing strategy that brings together accurate demand planning, purchasing and ongoing service management costs can prepare companies to efficiently and cost-effectively use technology in the future - so what are the key considerations of today (and tomorrow) in developing a successful hardware program? Work out your strategy in this hands-on workshop.

  • How to deal with the effects of China tariff 
  • Leveraging new financial models, like buy back, OEM's , lease back and equipment as a service
  • Should you use a Value Added Reseller?
  • Choosing the right endpoint devices for your workforce
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Kat Bernardo

Senior Manager, Hardware
Salesforce.com

Track D:
Boardrooms

4:15 pm - 5:00 pm Boardroom | Keep IT On Track: Creating A Healthier, More Cost Efficient And More Powerful ITAM Platform

Cynthia Meyer - Global IT Sourcing Manager, SPX Corporation
Digital business has changed the way technology assets are used, deployed, and managed .The big picture goal is to assure that the use of IT generates business value and that IT risks are mitigated to the best of your organization’s ability - and a strong ITAM program can ensure help ensure that. Creating and maintaining an effective ITAM program, however, often comes with big challenges. In this boardroom discussion, you'll be able to hash out best practices to optimize your program:

  • Creating a full IT inventory to gain visibility into the organizational landscape 
  • Asset prioritization
  • Determining the metrics that matter
  • Automate, outsource, or both?
  • Allowing for agility and change implementation
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Cynthia Meyer

Global IT Sourcing Manager
SPX Corporation

5:00 pm - 6:00 pm Keynote Guest Speaker Presentation | How To Fix The Future

Andrew Keen - Author, How to Fix the Future
Andrew Keen, one of the world's best known and controversial commentators and authors on  digital age, will lay out the current problems with the digital revolution - and solutions to this crisis. Andrew will focus on the reintroduction of human agency into our age of smart machines, and how that human agency will confront and combat the critical issues that the modern age of digital upheaval will bring. 
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Andrew Keen

Author
How to Fix the Future

6:00 pm - 7:00 pm Net2Source Cocktail Party



7:00 pm - 7:00 pm Day 1 Concludes