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Albert Plunkett
Vice President, Outsourcing Strategy Director
FIS
Albert Plunkett, Outsourcing Strategy Director for North American Core Outsourcing, has been with FIS since 1993 after receiving his MBA from Thunderbird - School of Global Management. His experience ranges from overseas assignments within FIS's international organization to US domestic financial institution operations including a variety of infrastructure, production, project, and account management roles. In 2007, he assumed his current role where he is responsible for leading change initiatives within their outsourcing organization and the coordination of FIS's offshore resources supporting FIS's large financial institution core processing clients in North America.
Constantine Moshos
Vice President, Business Development
DataDimensions
Constantine joined Data Dimensions, a leading business process optimization organization, in May 2008. As Vice President, Business Development, Mr. Moshos is responsible for Data Dimensions' business development strategy, strategic partnerships, building a high performance sales team, and expanding business development initiatives. Constantine possesses more than a decade of experience in sales, management, and consulting. With extensive experience working for both privately held and Fortune 1000 companies, Constantine is well versed at the challenges faced by organizations today.
As a business administration graduate of Hofstra University, Constantine is a recognized leader for leveraging his expertise and relationship-building skills to implement creative business development solutions.
Most recently, Constantine served at Watson Pharmaceuticals spearheading the national hospital division for the Anda Division.
Ed Martinez
Vice President, Shared Services
Wendy's/Arby's Group, Inc.
Ed Martinez is currently VP of the Wendy's/Arby's Group Shared Services and was Vice President in the AT&T Finance organization and Head of the award winning BellSouth Shared Services entity. Ed's role in the Wendy's/Arby's Group is to design and implement a Shared Services Center for accounting and payroll services, as well as serve as operations leader for the high transaction volume processes and services.
Ed's role in the BellSouth Shared Services Center included providing strategic direction and operational oversight for multi functional processes and services. Ed was the primary driver in creating and selling the vision of the enterprise-wide Shared Services Center, and he served on the project leadership team responsible for designing and implementing that vision. Ed's past experiences in BellSouth included serving as in various finance and project roles such as Corporate Accounting and Systems at BellSouth headquarters, financial planning and analysis, activity based costing, external financial and regulatory reporting, compliance and internal controls, contract administration and performance measurements.
Ed is heavily involved in external global Shared Services industry benchmarking and networking associations, and has been a featured speaker in numerous external conferences, and has published articles in the areas of benchmarking, performance management and best practices.
Irfan Burney
Vice President, Outsourcing
Credit Suisse
Irfan has more than 12 years of experience in "Global Strategic Sourcing / Outsourcing" Management and Governance. He has been involved in managing multi-100 million dollars global outsourcing engagements for Fortune 100 firms. Due to the shift in global demands and increasing complexities in outsourcing deals, Irfan is more focused and specialized in Outsourcing Management & Governance to bring real economic success to firm's strategic outsourcing initiatives. In his career, Irfan has been engaged with Financial Services and Investment Banks, Energy Groups in Oil and Gas Industries as well as Print & Media firms for achieving their outsourcing goals.
Jay Desai
Vice President, Global Sourcing
Northern Trust
As the manager of the Global Sourcing team at Northern Trust, Jay works with key technology and business leaders to design and implement a global sourcing strategy that is aligned with the overall corporate strategy and is positioned for the long-term to support Northern's business objectives and growth. In addition, Jay is responsible for the management of all offshore vendors across the organization.
Jay has extensive expertise in designing and implementing offshoring strategies, having worked on both the buy-side and the sell-side, and his experience includes a broad spectrum of exposure across the sourcing lifecycle, including strategy development, supplier selection, contract negotiation, transition management, vendor management, and ongoing service delivery.
Prior to joining Northern, Jay served as a Relationship Director in the Banking & Financial Services Practice at Tata Consultancy Services (TCS), where he helped clients develop and implement their strategies for offshore outsourcing. Earlier in his career, Jay has worked with Reuters, Hongkong & Shanghai Banking Corporation (HSBC) and Standard Chartered Bank in positions of increasing responsibility.
Jay holds a Bachelors in Computer Engineering from the University Of Mumbai and a Masters in Management Studies from the Jamnalal Bajaj Institute of Management Studies at Mumbai, India. In addition, he is a PMI-certified Project Management Professional (PMP).
Joann Martin
PMP, COP, Executive Director BPO, Global Strategic Outsourcing
Pitney Bowes
Joann Martin created and leads the Global Strategic Outsourcing Sourcing team at Pitney Bowes. Her team is responsible for Vendor Landscape and Management of IT, Software Development, Back Office, and Call Center. By understanding business objectives and creating unique opportunities, she has improved efficiencies and reduced total costs.
Joann received her BS in Computer Science Engineering from the University of Connecticut and her MBA from Capella University. She is an adjunct professor at the University of Bridgeport. Joann is PMP certified, COP certified, and is a Six Sigma Champion. She has 2 patents, and has spoken at IAOP, XPLOR and Tawpi.
Jordan Cohen
Head of the Office of the Future
Pfizer
Jordan began his career with Pfizer in 1996, working on special projects for Pfizer's Executive Leadership Team. After moving on to his role in Organizational Effectiveness in Pfizer's Worldwide Pharmaceutical Organization in 2000, he focused his career on developing concepts and uncovering innovative solutions to change the way Pfizer's knowledge workers *work*. To that end, he designed and successfully piloted Office of the Future (now called pfizerWorks), a 24/5, on demand service to whom Pfizer colleagues can delegate typical support work, data analysis and protracted research projects to a dedicated overseas vendor. The project won approval from Pfizer's Vice Chair, CEO and CFO and was launched company-wide in 2008.
His work was recently recognized by BusinessWeek's Jena McGregor, in Game Changing Ideas for Business (April 2009) and in a 2008 Fast Company article, Scuttling Scut Work.
Jordan holds a BS in Administration of Health Service from Ithaca College and both a Masters in Health Administration and MBA from the University of Pittsburgh.
Ken Grady
Head of Enterprise IT Shared Services
Novartis
Ken has a background across both Pharmaceutical, Medical Systems and High Tech industries, and has lived and worked in San Francisco, California, the United Kingdom, and is currently based in Cambridge, MA. For the last 9 years, he has been responsible for application development and delivery at Novartis, establishing the first global divisional IT Centers of Excellence for application management (ERP, Document Management, CRM, etc.). Management experience includes establishing and driving sourcing and offshoring strategies, ITIL service management implementation and SLA management, regulatory compliance and security, and leading an organization to leverage operational efficiency & effectiveness to create structured, quantifiable innovation and measurable value to the business. Also, he plays the banjo, but not very well.
Marty Pine
SVP, Global Strategic Sourcing
The Ace Group of Companies
Simply put, Marty is a businessman with a superb set of current hands-on technical skills He understands business and can lead those he manages.
A professional problem solver! Who bridges the gap between technology and its use; and, applies existing and emerging technologies in the implementation of unique solutions to business problems. Marty has had the unique business experience to be to represent multiple viewpoints - End User/Buyer, Supplier Sales, Sourcing Advisor and Account Executive/Delivery Manager.
With extensive complex strategy, global operational excellence, outsourcing, business process outsourcing, business development and sales experience, Marty, has over 30 years of IT Experience and 19 years of Outsourcing/Offshoring experience ( India, Philippines, China, Russia, Canada, Mexico and South America). He has sold over $250 million and led teams to sell nearly $1 billion in software and services, while reducing costs by over $150 million/year, and managing $1.2 billion of P&L.
Marty's experience includes working with; business & technology stakeholders to prioritize and align objectives, internal executive management, external suppliers and delivery organizations. Four main areas of my experience and skills are: track record of consistent success in diverse businesses, management expertise in complex environments, breadth of project management and PMO capabilities and knowledge, entrepreneurial personality and industry experience/knowledge and deal making at CxO level.
Paul Lucy
Director, Economic Development & Finance Division
North Dakota Department of Commerce
Paul Lucy is the Director of the Economic Development & Finance (ED&F) Division of the North Dakota Department of Commerce. The ED&F division is focused on the attraction, expansion and retention of new wealth in North Dakota through the development of primary sector businesses. Over the past 20 years, Lucy has been involved in the location of numerous companies involved in shared service and business processing outsourcing. Companies include, but are not limited to, ING, MLT WorldVacations, Holland America Lines, Phase II Solutions, Unisys, Sykes, Choice Hotels Int'l, Cargill Financial Services, etc.
Prior to assuming responsibilities with the ED&F, Paul was the Senior Vice President of Business Development for the Greater Fargo Moorhead Economic Development Corporation (GFMEDC) in Fargo, North Dakota. While with the GFMEDC, Lucy was responsible for the development and implementation of the corporation's strategic marketing efforts which were targeted at the development of primary sector businesses in Cass County, North Dakota and Clay County, Minnesota.
Paul also served as the President of the Minot Area Development Corporation (MADC) for four years from 2000 to 2004. Lucy moved into this role after serving as the Vice President of the organization from 1994 to 2000. The MADC is the lead organization within the Minot, North Dakota trade area that assists in primary sector business development
Sandeep Kulkarni
GSO Head: Offshore/Outsourcing Center of Excellence
Symantec Corporation
Sandeep manages Global Sourcing Operations at Symantec and has over 16 years in supply and demand side of the offshoring/outsourcing industry. He has extensive experience in strategy, partner selection, contract negotiation, captive set-up and delivery management for multiple services including BPO, ITO, and Product Development & Support.
From the demand side - he has successfully led offshoring/outsourcing programs at BEA, VeriSign and Symantec.
From the supply side - he has been in various roles including Practice Management, Delivery Management, Client Partner and Business Development at Tata Consultancy Services, Patni and ITC Infotech.
Scott Engelking
Senior Director, Financial BPO Lead & Global Services Design Lead
Eli Lilly & Co.
Scott Engelking is the Senior Director for Purchase to Pay and Financial Business Process Outsourcing at Eli Lilly and Company. He was responsible for the global implementation of Lilly's business process outsourcing (BPO) initiative for purchase-to-pay, order-to-cash, general accounting, and intercompany. He currently sponsors the relationship with the BPO provider (HP-EDS) and leads the internal governance team. In addition, Scott leads the US purchase-to-pay organization which processes over $4B of procurement spend. Throughout his 20 year career at Lilly, Scott has focused on improving processes, adding enabling technologies, and reducing costs. He has helped sponsor and implement many initiatives such as web invoice, supplier self service, dynamic web discounting, BPO workflow, web account reconciliation, e-catalog, web purchase requisitioning, procurement portals, and a supplier mall. In a prior role, Scott was also played a key leadership role in implementing the purchase-to-pay, order-to-cash, and intercompany processes for Lilly's single global instance of SAP. SAP is now live at Lilly for 85% of the company, across 17 of the company's major geographic locations. Scott has a Bachelors of Science in Engineering from Purdue University, and an MBA from Indiana University.
Shailendra Kumar
Senior Director, Business Process Outsourcing & Offshoring
GMAC Financial Services
Shailendra Kumar is Senior Director at GMAC Financial Services responsible for Business Process Outsourcing - Center of Excellence. In this role, he is responsible for establishing GMAC's strategy for outsourcing and offshoring (O&O), identifying opportunities for O&O within different business units and global functions and then transitioning that work to onshore, near shore or off shore vendors. He is also responsible for vendor selection and vendor management at the enterprise level. Prior to this role, he was Director of Offshoring and Outsourcing at Hewlett Packard Company. During this time he started an HP owned offshore center in India and grew it to 650 FTEs (full time equivalent). He also managed a pool of offshore vendors who provided another 2000 FTE for HP projects.
Shailendra brings a unique blend of expertise both as a client manager who managed strategy and implementation of offshoring and outsourcing initiative for a $27B business group within Hewlett Packard Company and also as a hands-on manager who started and managed a large offshore center in India between 2005 and 2007. This allowed him to not only understand what value offshoring can bring to a company but also appreciate limitations an offshore vendor faces in delivering this value to its clients. This appreciation allowed him to create a sound offshoring strategy, a realistic implementation plan and the necessary management and governance structure. In little more than 6 years, offshoring grew from a few offshore engineers in 2001 to more than 2000 engineers working in 9 offshore centers in four countries and delivering more than $125M/year in savings to HP. Shailendra's team was responsible for creating a pool of offshore vendors, negotiating and managing the master services agreements, negotiating rate structures and incentives, vendor governance, offshoring work processes and managing & improving vendor productivity.
Prior to joining HP, Shailendra was a senior consultant with Deloitte and Touche Management Consulting where he specialized in business process re-engineering and operational improvement projects. Prior to that, Shailendra was responsible for new business creation at Pitney Bowes.
Shailendra has an MBA from Columbia Business School and an undergraduate degree in engineering from Indian Institute of Technology.
Sreekanth AK
Vice President
Global HR Operations, CA Inc.
Currently Heading Global HR Operations for CA for 55 countries across 4 regions. Responsible for HR Strategy, HR Analytics & Quality, HR Outsourcing (HRO), Recruitment Process Outsourcing (RPO), HR Technology and HR Programs for CA global business operations.
Prior to joining CA he was heading HR and Quality functions in GE in the senior Leadership positions. Before GE assignment worked in Toyota and Philips in HR leadership positions in Asia and International geographies. As a Certified Master Black belt and Change Management expert led many process reengineering and Organization transformation projects.
MBA in HR and with 16 years of global experience in HR and Quality.
Sumeet Sanghani
Senior Vice President, Global Outsourcing
SunTrust Bank
Sumeet Sanghani joined SunTrust in January 2008 and is the head of Global Outsourcing for the bank. In this role, Sumeet is responsible for enhancing returns to the bank from effective outsourcing initiatives, across lines of business and functions. The Global Outsourcing group is responsible for identifying opportunities to improve business performance, build necessary capabilities and aid in structural change through outsourcing, as well as ensuring the effective transition, execution and sustainable performance improvement of the bank's outsourced portfolios.
Prior to joining SunTrust, Sumeet was an Associate Principal in McKinsey's Atlanta office, where he was a leader of their Service Operations practice. He has over 13 years of management consulting experience and has assisted numerous clients in the areas of customer strategy, service operations transformation and outsourcing effectiveness. In addition, Sumeet has extensive experience in end-to-end operations improvement across numerous service industries.
Sumeet has a M.S. in Industrial Engineering from Virginia Tech and a B.S. in Electrical Engineering from Bangalore University. He lives in Atlanta with his wife, Kathy, and their son, Milan.
Suzanne Aquino
Executive Director, Global Sourcing
UBS Investment Bank
Suzanne Aquino is an Executive Director with UBS AG where she leads a global Outsourcing and Off-shoring Team providing a wealth of leadership and expertise to her internal clients in the various commercial and contractual aspects of off-shoring and outsourcing in the Business Process Outsourcing, Knowledge Process Outsourcing and Information Technology Outsourcing areas.
Suzanne is a Senior Sourcing Professional with over 10 years of experience in the fields of Information Technology and Services Sourcing. Since joining UBS AG in 1998 Suzanne has progressively expanded her responsibilities from leading geographically diverse deal teams on multi-million dollar sourcing tenders to developing a UBS vendor management education program. Suzanne's latest accomplishment was the sourcing lead for UBS on the sale of their India captive to Cognizant, which additionally concluded in a multi-year services contract covering BPO, KPO and ITO.
Working with her team, Suzanne consistently provides the UBS business groups with the leadership, insight and experience to capitalize on and leverage the competitive advantages that are achievable though the strategic use of off-shoring and outsourcing.
Suzanne holds a Bachelor's degree in Business and Finance and is an active member of the UBS All Bar None Women's Network and the UBS Cultural Awareness Network
Robin B. Shahani
Chief Administrative Officer, Executive Vice President Strategy and Excellence Programs
Citi Shared Services - Citigroup, Inc.
Robin Shahani joined Citigroup in October 2008 as Chief Administrative Officer and Global Head of Strategy and Excellence Programs for Citi Shared Services (CSS). Among its functions, CSS encompasses nearly 5,500 staff in key aspects of finance and risk reporting, human resources, procurement, accounts payable, anti-money laundering, reconciliations, and general services operations, as well as right placement (location strategy), all on a global basis. Robin is also leading multiple procurement-related transformation work streams, and is involved in strategy initiatives across Citi's Operations and Technology division, which houses nearly 140,000 staff worldwide.
From January 2004 through September 2008, Robin held various positions at EquaTerra, a leading independent advisory firm with expertise in large-scale, complex outsourcing, shared services, and internal transformation. Most recently, he managed Supply Chain Advisory Services worldwide, and the Business and Financial Processes Practice (BFP) in Europe, Middle East, Africa, and Asia Pacific. BFP focused on a broad range of functional processes, including finance, supply chain, and multi-process scopes, as well as knowledge based areas, such as research, analytics, and innovation.
Prior to joining EquaTerra, Robin served as Deutsche Bank's Head of Procurement for the Americas and (on an interim basis) the United Kingdom, driving the department's operations and transformation agenda and collaboration with Finance. Among his accomplishments in this role, Robin helped launch and lead the first global procure-to-pay outsourcing, and supported multiple other business and service line transformations / outsourcings in operations and technology areas, as well as development and implementation of the global outsourcing policy. He was also involved in driving substantial cost reductions across all purchased expense areas through a structured strategic sourcing program.
In 1999, Robin co-founded Silver Oak Solutions, a multinational, 80+ staff consultancy, which specialized in strategic sourcing, outsourcing, operational improvement and related advisory services to the leveraged buyout community and the public sector. Silver Oak pioneered methods of integrating multi-function outsourcing and strategic sourcing in post-acquisition, multi-company portfolio (primarily mid-market), and multi-organization environments.
Previously, Robin spent almost five years at Mitchell Madison Group, a global management consulting spin-off from A.T. Kearney and McKinsey that focused on general strategy, strategic sourcing, and outsourcing advisory engagements for Fortune 500 companies, with a particular focus on the financial services and media industries. He was also a Summer Analyst at Morgan Stanley and at H.C. Wainwright Economic Advisors, and an Intern to both, U.S. Senator Edward M. Kennedy and U.S. Congressman Joseph P. Kennedy II.
Robin graduated from Harvard University with a Bachelor of Arts in History. He has been based in New York and London for most of his career, but has worked extensively in Europe and Asia.
Michael Fraley
Managing Director
Alsbridge Inc.
Michael has assisted more than 100 organizations since 1991 with the design and implementation of BPO and the build of captive shared services to optimize their back office processes. He is an expert in benchmarking, business process optimization, outsourcing and offshoring, shared services design, outsource provider and site selection, implementation, governance, organizational design, training and transitioning.
Michael leads the North America Business Process Outsourcing and Shared Services practice for Alsbridge. He has 17 years of experience in this subject area and a diverse consulting background including, national partner for a large, global systems integration house and founding member of a niche benchmarking and finance transformation company.
Michael's educational background includes a Bachelor of Science in Mechanical Engineering and an MBA from Carnegie Mellon University in Pittsburgh. He has written extensively on the Outsourcing and SSC topics and authors articles in "Outsourcing Leadership", a monthly email publication on applicable subject areas.
Contact information: Michael.Fraley@Alsbridge.com - 404-550-5340 (mobile)
Simon Tarsh
Director
Deloitte Consulting LLP
Simon Tarsh is a Director in Deloitte’s Outsourcing Advisory Services practice. He is a recognized international specialist in business process outsourcing and offshore markets with a particular focus on Finance and Accounting (F&A) Outsourcing. Simon has more than 25 years of professional experience, of which the past 17 years have been devoted to advising clients in the U.S., Europe and Asia Pacific on outsourcing, shared services and offshoring. His recent clients have included some of the largest F&A outsourcing transactions around the world, including a global consumer products manufacturer, a multi-national pharmaceutical corporation, and a large process-manufacturing corporation. Simon is a management accountant and a board member of the Shared Services and Business Process Outsourcing Association.
Don Piotter
Principal
Deloitte Consulting LLP
Don Piotter, principal, Deloitte Consulting LLP, leads Deloitte’s West Region Shared Services consulting practice. He has 17 years of consulting experience with Deloitte and is based in the San Francisco area. He has led over 35 Shared Services and Outsourcing engagements across several industries, including high technology, media, consumer products, life sciences, energy, and financial services. His experience includes Shared Services and Outsourcing strategy, design, implementation, and post implementation optimization across several back office functions including Finance, HR, IT, and Procurement. He holds an MBA degree from the University of Washington.
Melanie Schmidt
Principal
A.T. Kearney
Melanie Schmidt, a principal with A.T. Kearney, has more than thirteen years of consulting experience with clients globally.
Ms. Schmidt specializes in defining future oriented G&A platforms that support clients’ future growth paths. Ms. Schmidt is part of A.T. Kearney’s Organization and Transformation practice, where she is part of its competency center on Marketing and Sales and Transformation. Ms. Schmidt’s areas of expertise include shared services, G&A transformation and merger integration.
Ms. Schmidt has an Executive M.B.A. from the University of Michigan Business School and a Diploma in Business Administration from Westfaelische-Wilhelms University in Muenster, Germany.
Kenneth Lee
Partner
A.T. Kearney
Ken Lee, a partner with A.T. Kearney, has more than nineteen years of industry and consulting experience and focuses on functional excellence and large scale transformations. Mr. Lee is a leader in A.T. Kearney’s Organization and Transformation practice, where he leads its competency center on Optimization and Offshoring. Mr. Lee’s areas of expertise include shared services, outsourcing, offshoring, G&A transformation and merger integration.
Mr. Lee has authored or co-authored a number of A.T. Kearney’s high-profile white papers, including “Success through Shared Services” and “Offshoring in a Fluid World.”
Prior to joining A.T. Kearney, Mr. Lee worked at Dow Corning Corporation and Pepsi-Cola Corporation, holding positions in marketing and finance.
Mr. Lee has an M.B.A. in general management from Harvard Business School and a B.A. in economics from Harvard University.
