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Agenda
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World BPO Forum is developed in conjunction with our Vice Chairs and Executive Advisory Board to provide unprecedented opportunity for senior business executives to meet with peers,industry experts, destination country officials and outsourcing solution providers.
Based on the topics selected and committed speakers, the World BPO Forum is committed to providing value proposition in an effort to gain a better understanding of offshoring and outsourcing capabilities in established and emerging nations, without the hassle of travel.
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| Masters of ceremony |
 Kartik L. Kilachand President The World BPO Forum, Inc. |
 Mr. Babu Lal Jain President WBPO Forum, India |
 Marc Di Francisco President Premier Event Managment, Inc. |
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World BPO Agenda July 28th, 2008 Day One
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7:30AM-8:30AM Hudson 1 |
REGISTRATION AND BREAKFAST BUFFET |
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8:30AM-8:45AM Hudson 1

Ambassador Deo's bio |
WELCOME Marc Di Francisco, President, Premier Event Management Jim Noble, Chairman, World BPO Forum
Honorable Ambassador Neelam Deo, Consul General, India |
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8:45AM-10:00AM Hudson 1
 Jim Noble's bio |
OPENING ADDRESS – “STRATEGIC SOURCING - A NEW BUSINESS ROLE FOR THE CIO” Presented by: Jim Noble, VP Strategy & Operational Excellence, BP plc; Chairman, World BPO Forum |
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 Dinyar Devitre's bio |
“STAYING IN THE LEAD – CAN INDIA MAINTAIN ITS GLOBAL MARKET SHARE IN THE FACE OF INCREASING COMPETITION AND RISING LABOR COSTS?” Presented by: Dinyar Devitre, Former CFO & current Board Member, Altria Group, Inc. |
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| 10:00AM-10:30AM |
BREAK - SOLUTIONS EXCHANGE PAVILION
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10:30AM-11:30AM Session 1 Hudson 6
 Frank Casale's bio
 Rob Lesser's bio
 Edward Susman's bio
Amy Wernicki's bio
 Danny Ertel's bio |
“OUTSOURCING 2.0”Moderated by: Frank Casale, CEO, The Outsourcing Institute
Panelists: Rob Lesser, Executive Director, Global Head, Professional Services Group, Morgan Stanley
Edward Susman, SVP, Citi Markets & Banking Technology
Amy L. Wernicki, Team Leader PPO Tech Services, CIGNA Healthcare
Danny Ertel, Founding Partner, Vantage Partners, LLC
Discussion: The Fundamentals of Outsourcing Innovation Based on the landmark and controversial study conducted by The Outsourcing Institute, this interactive panel will address several of the critical micro trends that are innovating the way organizations outsource and who they outsource with:
- Innovative outsourcing tools - your new secret weapon
- How to ensure innovation is part of your outsourcing experience
- Relationship management as the new holy grail
- The rapid growth of do it yourself (DIY) outsourcing
- The emerging role of the Chief Resource Officer
- The growing debate over the need for the RFP
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Session 2
Harborside 2
 Mr. JC Luther's bio
 Scott Scheirman's bio
 Wolfgang Hoeltgen's bio
 Don Schulman's bio
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“GLOBALIZATION – THE POSITIVE ROLE THAT BPO HAS PLAYED”
Moderated by: JC Luther, Former Deputy Governor, Reserve Bank of India (RBI)
Panelists: Scott T. Scheirman, EVP & CFO, The Western Union Company
- “Western Union: Creating Value Through Outsourcing” - Outsourcing is central to the success of the world’s leader in money transfer service.
Wolfgang Hoeltgen, Founder of German Indian Business Center Hannover - “Access to continental Europe - business opportunities for SMEs Don Schulman, General Manager, Global F&A Solutions, IBM Managed Business Process Services - “Balancing Risk & Performance with an Integrated Finance Organization - The Globally Integrated Enterprise”
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| 11:30AM-12:00AM |
BREAK - SOLUTIONS EXCHANGE PAVILION |
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12:00AM-1:00PM Session 1 Hudson 6
 Tsvi Gal's bio |
“WRONG SOURCING”Presented by: Tsvi Gal,
Former CTO, Investment Banking & Asset Management, Deutsche Bank
Discussion: Offshoring, outsourcing, smart sourcing, right sourcing — we’ve heard it all. But does it really work? When does it work and when doesn’t it? Are all offshore providers the same? Are there differences among the companies and the countries? Where is this leading us? Are there better ways to construct a deal then pure outsourcing? Join us if you have the stomach for this interactive, no hold-backs discus |
Session 2 Harborside 2
 Anup Kumar's bio |
"MAXIMIZING STRATEGIC VALUE THROUGH KNOWLEDGE SERVICES OUTSOURCING & INNOVATION"
Presented by: Anup Kumar, VP & Head BPO, Patni Computer Systems Ltd.
Discussion:
- Industry Drivers & enablers for Knowledge Services Outsourcing
- Knowledge services currently outsourced
- Building blocks for a successful KPO Operations
- Process innovation & operational transformation
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1:00PM-2:00PM Hudson 1
 Raman Roy's bio |
LUNCHEON KEYNOTE - Sponsored by Info Consultech
OPENING REMARKS
Presented by: Peter Whatnell, 2009 President-Elect, SIM International
“BPO FOR SME MARKET-THE OPPORTUNITY TO TAP THE LONG TAIL”
Presented by: Raman Roy, CEO, Quatrro
Discussion: The presentation will touch upon the opportunity for BPO companies to service the SME market and SME market’s ability to accept “one-to-many” BPO solutions. |
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 D S Rawat's bio |
CLOSING REMARKS Presented by: D S Rawat, ASSOCHAM
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| 2:00PM-2:30PM |
DESSERT - SOLUTIONS EXCHANGE PAVILION - Sponsored by Godfrey Phillips India Ltd.
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2:30PM-3:30PM Session 1 Hudson 6
 Judy Arteche Carr's bio
 Chistopher Horace's bio
 Todd Thompson's bio
 Bruce Anderson's bio |
“GLOBAL SOURCING TRENDS”Moderated by: Judy Arteche-Carr, Chairman, SIM New York Chapter
Panelists: Christopher Horace, Director Global G&A and IT Sourcing, The Coca-Cola Company Todd Thompson, CIO, Starwood Hotels & Resorts Worldwide, Inc.
Bruce Anderson, VP IT, TIAA-CREF
Discussion: Global Sourcing Trends- From the perspective of Senior IT Leaders in various industries: Consumer Product Goods, Manufacturing, Travel and Hospitality, Financial Services and Energy. Continued trend towards smaller, shorter deals as companies focus on individual processes instead of large and complex transactions- “selective sourcing”
- Increased reliance on global service delivery models
- More Focus on for data privacy and data security concerns
- Outsourcing beyond India: portfolio of countries and vendor companies
- Hybrid Solutions: Captive Centers, Regional Services Centers, Outsourcing Partners
- Need for Socially responsible outsourcing: high ethical standards, contributions to the community, environmental issues
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Session 2 Harborside 2
 Anupam Govil's bio
 John Scott's bio
 Matt Parks bio

C.J. Shah's bio
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"OFFSHORE DELIVERY MODELS - BALANCING RISKS, COSTS AND BENEFITS" Moderated by: Anupam Govil, CEO, Global Equations LLC Panelists: John Scott, Dir. Accounting, Danaher Group Matt Parks, Dir. Operational Analysis, Acosta, Inc. - US’s largest service/marketing firm C.J. Shah, Head of Sales, BPO - Zensar Technologies Discussion: Often the success or failure of an offshore initiative rests not on the financial terms and metric of a deal but on the structure of the engagement and delivery model. One of the most critical decisions during the outsourcing lifecycle is the choice of an Offshore Delivery Model that will define the outcomes and relationship for years to come. There are many shades of hybrid-captives and fully-outsourced models that are usually on the negotiation table between the client and the vendor that depend on a balance between Costs, Risks and Benefits. Ultimately the company's sourcing team that makes the decision and their operational team that manages the initiative are both tasked with ensuring a successful transition of processes and a reliable ongoing service delivery framework. This session will provide an overview of various Offshore Delivery Models that are normally considered during the sourcing process and the pro's and con's of these options. A panel of seasoned sourcing and operational executives will present real world examples of their experiences dealing with various aspects of their outsourcing lifecycle. The takeaways from this panel will include insights, tips and best practices on choosing the Delivery model that is right for your firm. |
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| 3:30PM-3:45PM |
BREAK - SOLUTIONS EXCHANGE PAVILION
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3:45PM-4:45PM
Hudson 1
 Edward Hansen's bio |
CLOSING KEYNOTE - “CONTRACTING FOR INNOVATION IN OUTSOURCING” Presented by: Edward J. Hansen, Partner, Outsourcing, Technology Transactions, Morgan Lewis (New York) Discussion: This interactive presentation will challenge many of the traditional tenets of contracting for outsourcing relationships. In order to achieve real value in outsourcing, the parties must have a contract that is based on the relationship that made the business relationship desirable in the first place. Unfortunately, most contracting processes and competitive procurement processes test skills are irrelevant to success. In this presentation you will learn skills that you can begin applying immediately to the very next project you have. Learn how the “process of inclusion” can help you identify the important relational aspect of your outsourcing, and how reevaluation your elimination criteria can help you determine which suppliers will be the best “partners” in the long term. |
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 Jim Noble's bio |
CLOSING REMARKS Presented by: Mr. Jim Noble, Chairman, World BPO Forum
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4:45PM-7:00PM Manhattan 9th Floor
Sanjiv Narayan's bio |
EXECUTIVE RECEPTION - Sponsored by ESC "OPPORTUNITIES & CO-OPERATION IN SME PARTNERSHIPS FOR IT/ITeS BUSINESSES"
Presented by: Mr. Sanjiv Narayan, Chairman, ESC Mr Deepak Sareen, Executive Director, ESC Admittance by Conference Badge or VIP Pass Only, Complimentary Hors D’oeuvres and beverages |
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4:45PM-7:00PM Manhattan 9th Floor
Jim Noble's bio
 Dinyar Devitre's bio
Sheikh Nahayan
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“AWARD PRESENTATIONS”
Presented by: Kartik L. Kilachand & Babu Lal Jain 1st Award: Jim Noble 2nd Award: Dinyar Devitre - Accepted by Babu Lal Jain, President, World BPO India 3rdAward: His Highness Sheikh Nahayan Mabarak Al Nahayan, Minister of Higher Education and Scientific Research of the United Arab Emirates (UAE) - Accepted by Dr. Bob Richards, Director of the Dubai Men’s College, and former Executive Director, CERT
The World BPO Forum presents its first annual “Inspirer of the Year Award” to His Highness Sheikh Nahayan Mabarak Al Nahayan, Minister of Higher Education and Scientific Research of the United Arab Emirates, in recognition of his leadership in developing education and technology, and encouraging sustainable partnerships with business communities. His Highness exemplifies the global leader and citizen whose personal creativity and enterprise highlight the best that globalization has to offer to create a more prosperous world for current and future generations. By establishing a national network for higher education and technology, and by creating the Center for Excellence in Applied Research and Training (CERT), His Highness has extended the educational and economic reach of the UAE well beyond the Middle East, and has expanded the potential of cooperation between businesses in every corner of the world.
The CERT Group of Companies began as the commercial arm of the Higher Colleges of
Technology in the United Arab Emirates, and has grown to be the largest private education
provider in the Middle East. CERT is also the largest MENA (Middle East North Africa) investor
in the discovery and commercialization of technology, investing USD 35 million in 2006.
In 2005 CERT signed the largest Telematics deal in history, with IBM, that has led to the
development of Telematics technology in the United Arab Emirates. CERT provides the only
super computing center in the South Asia, Middle East, North Africa region. The CERT Blue Gene supercomputer offers 5.7 teraflops calculating speed to corporate clients for use in biotechnology, nanotechnology, and genetics research as well as oil and gas simulation. CERT Technology Park in the UAE is home to international companies such as Intel, Honeywell and Lucent Technologies.
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World BPO Agenda
July 29th, 2008
Day Two
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8:00AM-9:00AM Hudson 1 |
REGISTRATION AND BREAKFAST BUFFET |
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9:00AM-9:15AM
Hudson 1
 Jim Noble's bio |
WELCOME Marc Di Francisco, President, Premier Event Management
Mr. Jim Noble, Chairman, World BPO Forum |
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9:15AM-10:15AM Hudson 1
 Dr. Ganesh Natarajan's bio
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GLOBAL SOURCING: CHANGE, INNOVATION & TRANSFORMATION Presented by: Dr.Ganesh Natarajan, Chairman, NASSCOM; Global CEO, Zensar Technologies
Discussion: Collaboration is the key for ongoing success for which some commonality of initiatives in education, technology deployment and best practices sharing would only add to the success of the community.
The good news is that technologies that enable collaboration and innovation are being invented at a faster pace than ever which is good news for all. Intel’s Classroom PC which is already changing the outlook of millions of young learners in all parts of the world and Microsoft’s new Surface technology which will make put image and artefact manipulation and transfer literally at our fingertips in the near future open up vistas of opportunities to enable the digital revolution to embrace all citizens of the planet and it will need progressive partnerships between government, academia and ICT entrepreneurs to create new applications for businesses and communities in the years to come. Collaboration through offshoring, individuals and communities connecting and collaborating with each other, collaborative platforms and online communities etc. is the definite future that will enable co-creation of change, innovation and transformation for businesses across the world. |
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| 10:15AM-10:45AM |
BREAK - SOLUTIONS EXCHANGE PAVILION |
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10:45AM-11:45AM Session 1 Hudson 6
 Ananda Rajan's bio
 Mike Connors bio
 Aseem Bakshi's bio |
“NARROWING THE GAP BETWEEN EXPECTATION AND REALITY”
Moderated by: Ananda Rajan, Business Head, BPO & IMS, Tech Mahindra
Panelists: Mike Connors, VP Remote Infrastructure Management, CompuCom
Aseem Bakshi, VP Architecture Applications, IPC Information Systems
Discussion:
This interactive panel discussion will centre around the benefits of "Gent offshoring” versus "mere offshoring” that has traditionally been based on cost arbitrage. There exist several key parameters that are often overlooked by CXOs while transitioning their business processes and IT Infrastructure to an offshore delivery model. Many a times this results in pain for outsourcing organizations, who then find themselves in unproductive relationships; comprising, among other things, of inflexible offshore partners, lack of independent decision-making, high churn and under-trained staff. The panel will address some of the critical variables and best practices that build sustainable and value-for-money offshore relationships, including but not limited to:
- Smooth and reliable transitions
- Voice and language issues
- Cultural Sensitivity
- Business Process Improvement
- Flexibility to adapt and upgrade
- Involvement of outsourcer in enhancing and training vendor staff
- Onsite and offshore Team integration
- Capability to handle highly complex business needs
- Productivity enhancements
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Session 2
Harborside 2
 Nora Terrado's bio
 Ray Anthony's bio
 Beng Coronel's bio
 Karen Morris bio |
“THE PHILIPPINES - THE MISSING PIECE OF YOUR GLOBAL SOURCING STRATEGY” Moderated by: Nora Terrado, Country Manager, Headstrong Philippines, Inc.
Panelists: Ray Anthony Roxas-Chua III, Chairman, Commission on ICT, Philippines Beng Coronel, President, Philippine Software Industry Association
Karen Morris, Chief Innovation Officer, AIG Product
Development General Insurance
Discussion: Companies wanting to expand their IT sourcing strategy are looking for alternatives to the traditional global “suppliers”. The Philippine Software Industry is proving to be a formidable player in the global IT sourcing arena. This interactive discussion will highlight the advantages of the Philippines as an outsourcing destination with a special focus on the Philippine Software Industry’s value proposition. In this session you will understand the environment that exists – a pool of IT talent comparable to the world’s best, a hospitable business environment that nurtures collaboration and partnership, adaptability to global best practices, and a world-renown tradition of customer service excellence. Panelists will present their IT sourcing success stories covering various engagement models. Learn how you too can tap into the Philippines’ winning combination and complete your IT sourcing puzzle with its most important piece.
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11:45AM-1:30PM Hudson 1
 Surya Kant's bio
 Milind Kamat's bio |
LUNCHEON KEYNOTE - "GLOBAL SOURCING TRENDS AND IMPLICATIONS TO THE PROVIDER"
Presented by: Surya Kant, President, Tata Consultancy Services, Americas Panelist: Milind M. Kamat, Head Strategic Sourcing Solutions, Tata Consultancy Services, Americas Discussion: The need for change in provider’s mind-set to address the emerging market trends requiring
- Integrated & Collaborative Global Delivery
- Global Sourcing as a Market Enabler
- Industry Specific Processes
- Self Financed Transformations
Over the years the market demands have changed and so have the imperatives for the providers. The providers focus has changed from addressing individual customer demands providing cost arbitrage on low end skills to becoming a knowledge provider/working as an industry advisor providing end to end solutions. The Indian BPO industry has thus met the market imperatives of delivery globally, helping the customers transform businesses to better reach their market while continuing to achieve the twin goals of profitability and growth. The presentation will address some of the aspects that have helped the providers do so.
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 Jim Noble's bio |
CLOSING REMARKS Presented by: Mr. Jim Noble, Chairman, World BPO Forum
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| 1:30PM-2:00PM |
DESSERT - SOLUTIONS EXCHANGE PAVILION - Sponsored by Godfrey Phillips India Ltd.
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| 2:00PM-3:00PM |
SMALL GROUP SESSIONS WITH VENDORS
Selected vendors will be given breakouts to give a presentation to the practitioners regarding their off-shoring practices. Here are the listed vendors to present during the hour time span.
Liberty 1 - Philippines Software Industry Association
Holland 2 - Tata Consultancy Services
Palisades 1 - Zensar Technologies
Palisades 2 - Tech Mahindra
Palisades 3 - Patni
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| 3:00PM |
CONFERENCE ENDS
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These above time slots and presentations are subject to change
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