Time: 7.30 a.m. to 11.30 a.m. EST; Location: Toronto
Fee: CORE Members: complimentary; Non-members: $200.00 plus HST.
Corporate Real Estate related costs regularly appear in the top 3 expenditures of a corporation and have significant impact on the company’s overall workflow and profitability and corporate real estate executives are constantly challenged to optimize the portfolio and meet corporate demands and objectives. Outsourcing has been widely adopted by real estate professionals as a means to achieve access to core competencies, niche technology, and leverage industry best practices. During this CORE Discussion forum we will take inventory of the different areas of real estate outsourcing, discuss hot topics and current trends, as well as common challenges and how to solve them.
Participants will have an opportunity to increase their knowledge of outsourcing, interact with the panel, exchange successes and failures and network.
CORE Members may view the presentations from this forum in the Research@CORE section.
Moderator: Lorri Rowlandson
Lorri Rowlandson is an executive with over 19 years of experience in strategic sourcing and corporate real estate. She specializes in outsourcing within all types of real estate portfolios and has made a career of tackling highly complex projects with an innovative entrepreneurial spirit, consistently achieving business objectives, multimillion dollar savings results year over year. Lorri’s work experience includes 9 years with IBM, 10 years with Bank of Montreal, and she is currently in her final year of the Harvard University AMDP Program. Lorri is President of Rowlandson Inc., an independent consultant of Real Estate Outsourcing services working in cooperation with P1 Consulting and P3 Advisors. She is a relationship driven and results oriented professional known for motivating teams to achieve results.
Hot Topics and Current Trends in Real Estate Outsourcing
President and Founding Member, P1 Consulting
Louise Panneton is a founding member of P1 Consulting, created in 2000, following a career in the private sector where she acquired hands-on experience in service delivery and performance management. She now supports organizations who seek to procure, evaluate or implement partnering solutions. She specializes in property, facilities and infrastructure management services, including public private partnerships and alternative service delivery. She also provides fairness monitoring and advisory services at the municipal, provincial and federal levels. By combining her procurement and delivery experience, she is able to ensure that a fair, open and transparent approach is used to achieve the desired outcome. Louise is one of Canada’s most prominent Fairness Commissioners on P3 and ASD-type projects, having completed in excess of 20 assignments. Louise’s experience in project, facilities and property management provide her with a unique perspective on the most efficient means to deliver and maintain quality services and infrastructures. Louise has a Bachelor of Commerce degree from Concordia University in Montreal.
Outsourcing Critical Facilities: A Roadmap to Avoid Pitfalls and Landmines
President, Trinity Management Consultant Group Inc.
Ritch founded Trinity in 2001 following careers in Bell Canada, Bell Sygma and CGI. Specializing in IT Operations management consulting, Ritch brings a wide variety of past experiences to serve his customers in Operations Excellence and ITIL Implementation, Business Management and Operations, Strategic Business Planning and Project Management. His most recent assignment was assisting the Ontario Government with developing their new data center, including defining the contract documents and user space functional requirements. In addition, Ritch was the lead consultant in defining the facilities management specifications, working with the facilities provider leading up to occupancy and working as an owner representative with the consortium during design and construction. Ritch has a B. Math (Computer Science) from the University of Waterloo.
Grill the Gurus - Key Challenges in Canadian Real Estate Outsourcing
Kevin Coleman brings extensive global experience with over 30 years in both regulated and non-regulated business operations. Kevin has been either client or advisor in 5 large scale outsourcing negotiations including 3 large facility management transactions, and has advised two global clients on transition and governance organization & processes. Prior to joining TPI, Kevin served in supply chain and infrastructure business leadership roles with Procter and Gamble (P&G) for 26 years. During the last 8 years as a member of the Workplace Services leadership team, Kevin built a new Asian IT infrastructure organization based in Kobe, Japan, and then went on to create a shared services infrastructure organization based in Brussels for Central & Eastern Europe, the Middle East and Africa, including the assumption of accountability for facilities management in Central & Eastern Europe, Germany and Austria. In his final assignments at P&G, Kevin was accountable for leading the RFP development and joining the core negotiation team for a global agreement for facilities management between P&G and Jones Lang LaSalle. During his final year with P&G, Kevin served as the Global Transition Leader for implementation of the facilities management project. Kevin joined TPI in March 2004. Since then, Kevin has advised on two global and three regional (NA & Asia) facilities management transactions. He has completed sourcing assessments for several clients and has completed an existing contract review and provided sourcing management guidance for a global financial services company. His clients include global and regional consumer goods and publishing firms, global and regional financial services companies, regional service industry providers, electronics manufacturers, and a regional pharmaceutical distribution company. Kevin holds a B.A.Sc (Mechanical Engineering) from the University of Waterloo and is a registered Professional Engineer in Ontario.
Partner, Torys LLP
Sabrina is a partner in the firm’s Commercial Real Estate Group, Infrastructure and Energy Group and the Climate Change and Emissions Trading Practice. Her practice focuses on commercial real estate, infrastructure and energy projects. She has experience in facilities management outsourcing, public-private partnership transactions, procurement law, project, mortgage and construction financing, project development, infrastructure development, asset-based purchase and sale transactions, real estate investment trusts and commercial leasing. Sabrina has represented both owners’ and facilities’ managers in facilities management outsourcing arrangements. She is recognized in Woodward White’s Best Lawyers in Canada 2010 and 2011 as the leading lawyer in real estate law. She is the recommended Canadian lawyer in real estate in Practical Law Company's Which Lawyer? Yearbook 2008, 2009 and 2010. In Lexpert's Rising Stars: Leading Lawyers Under 40, Sabrina is recognized as one of Canada's leading lawyers under 40. She is member of the Canadian Council for Public-Private Partnerships and from 2006-2009, Sabrina was the Government Relations Chair (Ontario) for ICSC.
Gordon Hicks joined BLJC in 1997 and held a number of executive roles prior to being appointed President in 2006. Gordon is a graduate Engineer of Carleton University, a member of the Professional Engineers of Ontario and is a LEED Accredited Professional. He is committed to supporting the Real Estate Industry in operating to the highest environmental standards, and served on the Board of Directors of the Canada Green Building Council from May 2007 to June 2010. He recently was appointed as Chair of the CaGBC’s Market Development Committee. In April 2008, Gord became one of 275 Certified Canadian Presenters of Al Gore’s “The Climate Project”, inspired by the Academy Award winning documentary on climate change, “An Inconvenient Truth”. In 2009, Gord joined the Board of Directors of The Climate Project Canada and this year BLJC was recognized by Canadian Business and Macleans magazines as one of Canada’s “Top 30 Greenest Companies”. Finally, in 2009 Gord was appointed the Cabinet Leader for the Real Estate Sector of the Canadian Breast Cancer Foundation’s Leaders for the Cure Program.
Senior Vice President & Head Procurement and Corporate Real Estate, Royal Bank of Canada
Linda is the Senior Vice President and Head of Procurement and Corporate Real Estate and is responsible for over $ 5 Billion annually in external vendor spend and 23 million square feet of premises across RBC globally. Linda joined RBC in 2003, leading GTO's Innovation & Process Design teams. She then moved to London, England as Chief Operating officer of Global Private Banking. In mid-2007 Linda became global head of Procurement and CRE. Prior to joining RBC, Linda was an Associate Principal for McKinsey & Company and prior to that Linda was a partner at Davies, Ward & Beck specializing in corporate and securities law.