9:00 - Welcome and Introductions
9:30 - Live Peer2Peer Discussion
10:30 - Networking Break
10:45 - How to Create and Successfully Implement Great Ideas by Ian O'Brien, Vice President, Supply Chain, American Cancer Society, Inc.
11:35 - Technology-Enabled Source to Pay Transformation by KPMG and Coupa
12:30 - NETWORKING LUNCH
1:15 - Roundtable Breakout Sessions (Each Delegate will attend 2-3 roundtable discussions)
2:45 - Networking Break
3:00 - A Journey in the Creation of a Winning Supplier Diversity Program by Patricia Adams, Senior Director, Third-Party Oversight and Supplier Diversity, Equifax
3:50 - Closing Discussion
4:00 - Adjourn
Organizations often look to strategic sourcing to return dollars to their bottom line. Although an essential element of spend management, strategic sourcing is only a part of the equation required to optimize the source to pay continuum. In order to transform spend management and maximize hard dollar savings, organizations must employ both processes and technologies that enable informed decisions, drive automation and offer ease of use. By consolidating and analyzing spend, leveraging data, driving organization-wide compliance and collaborating with suppliers, organizations will amplify their ability to realize substantive and sustainable savings. KPMG and Coupa, both source to pay industry leaders, will outline the roadmap for a technology enabled source to pay transformation.
Scott Pettingell specializes in leveraging technology to drive business process improvements in KPMG’s Operations Advisory practice. He is a Coupa certified professional with over 20 years of sourcing, supply management and procure-to-pay experience, primarily in healthcare. Scott has broad expertise identifying and implementing technology enabled process improvements, leading complex and multidisciplinary programs, leveraging technology to optimize business performance and assisting clients with operational transformation initiatives that increase efficiency and drive financial savings. Scott has an extensive senior leadership background and a consistent track record of successfully delivering complex projects on-time and within budget with a focus on facilitating measurable and sustainable performance improvements while working to optimize the stakeholder experience.
All of our teams want to have great ideas and create value. Unfortunately, none of our teams reach their full potential. What can we do to increase the odds that we have great ideas, and then successfully implement those ideas? This discussion explores how to how to create environments that foster great ideas, how experts can still be the best collaborators (vs. heartless know-it-alls), how organizations and Procurement specifically can vet these ideas, and how to increase the likelihood of successfully implementing these great ideas.
Ian O’Brien is the Vice President of Supply Chain at the American Cancer Society, the largest health related non-profit in the United States. Ian and his teams have partnered with ACS staff to transform their supply chain practices, including sourcing, procurement, logistics, supply chain systems, and real estate. The team’s span includes all spend categories and business units, which ultimately serve ACS employees, and millions of volunteers and constituents in all 50 states and more than 5,000 communities nationwide.
Prior to joining the American Cancer Society, Ian was Senior Vice President, Supply Chain Management, at SunTrust Bank, a top 10 U.S. bank, where he held leadership roles within strategic sourcing, supplier management and procurement operations. Previously, Ian was a member of Ernst and Young’s Supply Chain consulting practice, where he managed supply chain organizational and strategic sourcing engagements both domestically and internationally.
Ian holds a BA in Economics from Duke University, and an MBA from the University of Texas at Austin.
During this presentation, Patricia will discuss:
- Background of Supplier Diversity existing in corporations today
- Why the need for Supplier Diversity Policy
- Supplier Diversity under Dodd-Frank Act
- Business Case for Supplier Diversity
- Importance to Equifax and linkage to Corporate Social Responsibility initiatives
- Model for Equifax’s Supplier Diversity Program
- Steps in Building Out Supplier Diversity Program
Patricia Adams is Senior Director of Third Party Oversight and Supplier Diversity at Equifax, Inc. In this role within the company’s Global Sourcing Office, she helps establish standards to ensure that due diligence and contracting requirements, along with governance and compliance activities, are in effect for engagements with vendors. In 2017, Pat designed and implemented the Equifax Supplier Diversity Program to create a fair opportunity for minority-owned and women-owned businesses to compete for procurement of goods and services. Her background includes over twenty-five years in the financial services industry with extensive experience in Regulatory & Compliance, Vendor Management, Strategic Planning, and Expense Management. Pat spent most of her career with MetLife in various management roles; then worked as a Compliance Consultant for Morgan Stanley before moving to Equifax in 2016. She began her career with a top national Public Accounting firm.
Pat earned a Master of Business Administration with a Management concentration from Hofstra University in Hempstead New York; and a Bachelor of Business Administration degree in Public Accounting from Pace University in New York City. She also holds the Certified Public Accountant (CPA) designation and is a Fellow, Life Management Institute (FLMI).
In 2004, Pat was honored with the Black Achievers in Industry Award from the Harlem YMCA, recognizing her accomplishments in corporate America. She is a long standing member of the National Association of Black Accountants, Inc. and served on the Board of the organization’s New York Chapter. Pat was also Chairperson of Career Opportunities in the Accounting Profession (COAP), a group affiliated with the New York State Society of CPAs focused on introducing high school students to the accounting and financial profession.
With a focus on providing resources to underprivileged children in underserved communities, Pat co-founded the organization “Grenada Alumni” to assist her native Grenada, a small Caribbean island. In 2015 she created two educational initiatives – a national Read Across Day for elementary students, and the Paving a Path Forward Mentorship Program for high school students. Over the past three years Pat has directly led the sourcing and distribution of 50,000 leisure books to children in Grenada. She currently serves as Co-Chair of the organization.
Pat’s success with launching the Equifax Supplier Diversity Program led to the company receiving nominations for “Local Corporation of the Year” and “Rising Star” 2017 Awards from the Georgia Minority Supplier Development Council (GMSDC). She is a member of the GMSDC Supplier Diversity Leadership Council and has also been a featured speaker for the Greater Women’s Business Council (GWBC) Tables of 8 Luncheon event, in Atlanta, GA. Equifax recognized Pat’s contributions in 2017 with the Global Sourcing Office’s “Above and Beyond” Award.