Fee: CORE Members: This forum is included in your corporate membership; Non-members: complimentary forum.
Outsourcing is no longer just about the mega-deal or just a strategy deployed by large corporations. Midsize companies stand to gain a lot from outsourcing and are demonstrating increasing power in the marketplace. Subsequently, large organizations are experiencing what midsize counterparts have been practicing all along…how to make smaller deals work. This discussion forum will focus on strategies for outsourcing transactions that are not the large deals and answer questions such as: Does the size of the deal matter? Are price points different? Can you get customization? How to select the right provider when you don't have scale. Are the big providers in the marketplace interested in smaller arrangements? Can midmarket organizations take advantage of offshoring?
The forum will be interactive with open Q & A discussion. Participants will have an opportunity to increase their knowledge of outsourcing strategies, interact with the panel and network.
Jim is a graduate of Mathematics, University of Waterloo, and Management Science from the Wharton School of the University of Pennsylvania. He is a past Chairman of the Supply Chain and Logistics Association of Canada and a member of the Institute of Management Consultants of Ontario. Currently, he is President of Eckler Associates, a strategic advisory firm focusing on best practices in supply chain outsourcing. For 15 years prior to that he was President & CEO of SCI Group, one of Canada’s largest logistics services firms. Jim has authored numerous articles on a broad range of logistics topics including a textbook on transportation, issued by the Purchasing Management Association of Canada. He has lectured at CORE, York University, McGill University, University of Toronto, and UBC.
Caesar A. Iacovelli
Assistant Vice-President, Operations, Sun Life Global Investments (Canada) Inc.
Caesar Iacovelli is Assistant Vice-President, Operations of Sun Life Financial’s new investment company, Sun Life Global Investments (Canada) Inc. In this role, Caesar is responsible for the overall operations of SLGI (Canada) Inc., including the accountability of key outsourcing relationships and services, developing and maintaining strategic relationships with internal and external partnerships that support the operations, ensuring distribution of funds through the dealer network, as well as client services delivery and trade flow management. Mr. Iacovelli joined Sun Life in 2010 and has more than 18 years experience in the investment funds industry. He was recently with the Sceptre Investment Counsel, from 1999 until March 2010. As Assistant Vice-President at Sceptre, he was accountable for the mutual fund operations, where key responsibilities included product development and management, client sales and service initiatives, dealer relations, external communications and compliance oversight, workflow management and external partnerships. Prior to this Caesar was Group Manager, Segregated Fund Client Operations at CFDS Ltd. and Team Leader, Third Party Mutual Fund Administration at StartData System Inc. He has his Securities License after completing the Canadian Securities Course and also has his Trading Officer License and IFIC Mutual Fund License.
Moderator: Michael Hart
Managing Partner, Merit Outsourcing Advisors
Michael is the Managing Partner for Merit Outsourcing Advisors, formerly with Deloitte and IBM. His expertise is focused on outsourcing deal investigation, developing outsourcing strategies, providing outsourcing transaction leadership, vendor management and optimization strategies. In his most recent role, Michael was a Managing Specialist in the Technology Strategy, Outsourcing Advisory Services practice with Deloitte Consulting. With over 25 years of experience, he has held various outsourcing related functional roles including analytical, sales, pricing, negotiation, transaction leadership and project management.
Vice President and Chief Information Officer, WSIB
Valerie is currently Vice President and Chief Information Officer at the Workplace Safety & Insurance Board, formerly Workers’ Compensation Board of Ontario, where she is responsible for a budget in excess of 60 million dollars and a staff of more than 300 employees. Valerie has built significant IT & personal credibility in her 16 years of experience as CIO of the WSIB. In addition to her IT role she is also the Executive Sponsor for a major IT enabled Business Transformation program. Integrated Case & Account Management is introducing technology enabled processes which support the delivery of the Core Case Management processes which support Return to Work, Health Care & Benefit Compensation for Injured Workers across the province of Ontario. She is an active member of the senior management team.
Chief Information Officer, Home Trust
Sanjiv is currently the CIO at Home Trust. He has over 22 years of progressive IT experience successfully managing projects of all sizes, complexities, and architectures. Sanjiv has worked for the “Big 5” consultancies, boutique consulting firms, and for Fortune 100 organizations around the world focused on system integration projects, ERP solutions (SAP, Oracle Financials), data warehouse solutions, business intelligence, and the infrastructure and processes to support these. He is a recognized authority in the end-to-end project management and product management lifecycles and has successfully implemented projects that cross functional departments and have complex layers of technical, data, and application architectures. He has written over 18 books and hundreds of articles for such publications as The Globe and Mail and the Toronto Star. He is also editor for the ‘Data Management’ handbook published by Auerbach/CRC Press. Sanjiv is a frequent lecturer at universities and colleges. He holds an Honors Degree in Computer Science from the University of Toronto.
Chief Operating Officer, Univeris
Saurabh joined Univeris in 1999 and during his tenure has managed many critical areas of enterprise wealth systems delivery. In his current role as the Chief Operating Officer he is focused on efficient and effective business operations and client satisfaction and has managed many critical areas of product delivery including Systems Architecture, Systems Development, Quality Assurance, Business Analysts, Release Management and Product Support. Univeris has outsourced a variety of activities such as R&D and strategic initiatives to the Ukraine, India and Mexico. Saurabh holds a B.Sc. in Computer Information Systems from DeVry University.
Head of Vendor Management, ResMor Trust Company
Richard brings a unique combination of legal and business skills to sourcing and outsourcing arrangements. He currently heads up the Vendor Management function at ResMor Trust Company (a financial institution branded as “Ally”) where he is responsible for day-to-day procurement and sourcing activity as well as management of a portfolio of outsourcing arrangements. Over the last 10 years, Richard has held various sourcing and outsourcing expert roles at BMO Financial Group, Rogers Telecommunications as well as in-house Legal Counsel in the telecommunications and technology industry. In addition to being a qualified lawyer, Richard has a Master of Business Administration from the Schulich School of Business, York University. He is often a speaker at industry events, including for the Purchasing Management Association, the Centre for Outsourcing Research & Education, and a guest lecturer at the Schulich School of Business. Richard is also involved in the community via the Schulich Alumni Council and as a Board Member and volunteer at a local charity.