San Francisco Bay Area SIGnature Event

September 14, 2017

2600 Marine Way
Mountain View, Ca 94043

Sponsored By:

Morning Agenda

8:00 - Delegate Breakfast

8:45 - Live Peer2Peer/Grand Roundtable


10:15 - Executive Buy-side Presentation: Intuit's Journey to the Cloud and Beyond by Intuit Speakers:

  • Jason DeMello, Group Leader - Technology Sourcing, Intuit
  • Eric Hoover, Senior Manager, Intuit

11:05 - Thought Leadership Presentation: How Robotic Process Automation and Artificial Intelligence are Changing Outsourcing by Brad Peterson, Partner, Mayer Brown and Rohith George, Partner, Mayer Brown


Afternoon Agenda


12:45 - Roundtable Breakout Sessions (Each Delegate will attend 2-3 roundtable discussions)

2:30 - PG&E Supply Chain, The Journey from Tactical to Strategic by David Kevane, Director of Sourcing Operations, Pacific Gas & Electric

3:20 - Intuit's Path to Achieve the Indirect Procurement Standard by Larry Wood and Kelly Mathis, Intuit

4:00  - Closing Discussion and Wrap-up

4:30 - Adjourn


Intuit’s Journey to the Cloud and Beyond

Intuit is a leading provider of innovative financial-management solutions, including QuickBooks, TurboTax, ProConnect, and Mint.  Learn how Intuit is driving change in its strategic sourcing, category management, and partner management capabilities as Intuit:

  • Transforms into a SaaS technology platform company
  • Reinvents itself in order to reinvest in innovation

Jason DeMello

Technology Sourcing Lead

Jason leads the Technology Sourcing team at Intuit, and supports $450M+ in spend across hosting, software, hardware, and telecommunications.  Jason’s team is responsible for driving innovation, competition, and savings with Intuit’s technology vendors.  Jason has been with Intuit since 2002.

Eric Hoover

Strategic Sourcing Executive

Eric has led the Technology Vendor Management Organization since joining Intuit in 2014.  The VMO works with Intuit’s technology vendors post-contract to increase innovation, optimize cost, improve performance, and reduce risk.  Previously, Eric led technology transformational change at Cisco, Sun Microsystems, Oracle, and Accenture.

Thought Leadership Presentation: How Robotic Process Automation and Artificial Intelligence are Changing Outsourcing by Brad Peterson, Partner, Mayer Brown and Rohith George, Partner, Mayer Brown

Robotic Process Automation and Artificial Intelligence will have a major transformative effect on how companies operate. The traditional outsourcing service delivery model is under threat, but many service providers appear to be responding by building or incorporating Robotic Process Automation, Artificial Intelligence and connected device capabilities. Please join Mayer Brown partners Brad Peterson and Rohith George as they discuss the following topics:

  • What new capabilities will RPA, AI and IoT enable?
  • What is the trend for RPA, AI and IoT adoption?
  • What effect will RPA, AI and IoT have on outsourcing?
  • What do RPA, AI  and IoT mean for your sourcing contracts?
  • What are the legal and supply chain issues surrounding the integration of these technologies?
  • What data management and analytics issues should companies be aware of with RPA, AI and connected devices and platforms?

Brad Peterson

Mayer Brown

Brad Peterson is a partner in Mayer Brown’s Chicago office. He leads the Technology Transactions practice.

Lauded by clients as “astonishingly talented” (Chambers USA 2010), Brad has focused his practice for 20 years on helping companies work better with their technology and operations suppliers. In outsourcing, he has represented customers in dozens of large managed services agreements with, cumulatively, over $15 billion in contract value.  In the past five years, he has represented clients in increasing numbers of contracts with digital services providers, including cloud, data analytics, “as a Service” and automated process scopes and cyber security and privacy issues related to those scopes. He also has extensive experience representing companies’ licensing enterprise systems and contracting for systems integration and systems development for those systems.  He benefits in this practice from majoring in Computer Studies as an undergraduate, receiving an MBA from the University of Chicago, and working as a software developer and IBM Marketing Representative for years before attending Harvard Law School.

Rohith George

Mayer Brown

Rohith George is a partner in the Technology Transactions practice in Mayer Brown's Palo Alto office. Rohith's practice focuses on assisting companies in a wide range of commercial, strategic, and technology transactions, including contracting for cloud services, emerging technologies, mission-critical software, and outsourcing.  In addition, he regularly provides counsel to companies regarding the technology issues associated with mergers and acquisitions, joint ventures, and other complex corporate transactions. Rohith has represented companies in many different industries, including consumer products, insurance, financial services, chemicals, manufacturing, healthcare, and pharmaceuticals.


PG&E Supply Chain, The Journey from Tactical to Strategic

PGE& recently implemented a centralized and center-led organization model.  Their story tells how they prepared for the normal resistance to change and established a structure aligning strategic and procurement work streams.

David Kevane

Director, Sourcing Operations

David has been with PG&E since 2009.  Prior to that he was with Charles Schwab and Verizon.  He earned an MBA from the University of Georgia and a BA from the University of Pennsylvania.

Intuit's Path to Achieve the Indirect Procurement Standard

Larry Wood

Head of Strategic Sourcing

As Head of Strategic Sourcing at Intuit, Larry is responsible for all strategic sourcing category teams, consisting of Marketing, IT, and Professional Services, which support operations in 10 countries with spend of $1.7B.  Notable achievements include delivering world-class savings (4-6% of spend) annually, outsourcing of all transactional work to procurement BPO, and building a supplier relationship management program to drive innovation, reduce risk, and drive value across the company and for our business partners.  Larry joined Intuit in 2000; previously, he was with Proctor & Gamble and an officer in the US Navy.

Kelly Mathis

Group Manager, Source-to-Pay Excellence


Previous Attendees

  • Accenture (Provider)
  • Adobe
  • Altera Corporation
  • Apollo Group
  • Apple, Inc.
  • Bill & Melinda Gates Foundation
  • Blue Shield of California
  • Boeing
  • California State Automobile Association
  • California Water Service Company
  • Chevron
  • Cisco Systems, Inc.
  • eBay, Inc.
  • Expedia, Inc.
  • Fieldglass
  • FireEy Inc.
  • Flextronics
  • Franklin Templeton
  • Gap, Inc.
  • Genentech, Inc., A Member of the Roche Group
  • Google Inc.
  • InFor500
  • Intuit Inc.
  • Kaiser Permanente
  • McKesson Corporation
  • Netapp, Inc.
  • Pacific Gas & Electric Company
  • Palo Alto Networks
  • Rearden Commerce
  • Ross Stores, Inc.
  • SAP (User)
  • Sony Network Entertainment
  • Stanford University
  • Symantec Corporation
  • Twitter, Inc.
  • Visa, Inc.
  • Yahoo! Inc.
Event Sponsor: 
Mayer Brown