Conference Update: Orlando has survived the worst of Hurricane Matthew! We look forward to seeing you at the Summit!

IT Procurement Summit - 2019

24th Annual IT Procurement Summit
Roy Schleiden, RSM US LLP

Roy Schleiden

ITPS has been a special experience for read more

Mike Gonce, Eastman Chemical

Mike Gonce

Year over year, this is a world read more

Cynthia Meyer, SPX

Cynthia Meyer

ITPS offers a unique opportunity to not read more

Phil Rolfs, State Farm

Phil Rolfs

I’ve attended this event regularly over the read more

Benefits

  • Develop Relations
  • Get Best Practices
  • Streamline Process
  • Develop Relations
  • Get Best Practices
  • Streamline Process

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$1,950.00

Or Call: 407.740.5600


Orlando, Fall 2019


Sunday, October 14, 2018

5:00 - 7:00 pm

Registration, Networking & Happy Hour

7:00 - 7:15 pm

Welcome to the Summit

7:15 - 8:15 pm

General Session: Larry Bridgesmith (Blockchain)

Monday, October 15, 2018

6:30 - 8:00 am

Networking Coffee Klatch

8:00 - 8:15 am

Welcome to Day 2 (Award #1)

8:15 - 9:15 am

General Session: Michael Tchong (Futurist)

9:15 - 9:30 am

Break

Room 1

Room 2

Room 3

9:30 - 10:30 am

GDPR - A Roadmap for Controllers

Robert Scott

The Art of War and How It Applies to IT Procurement

Jonathan Jordan

Best Practices for Sourcing Cloud Technologies

Campfire

10:30 - 10:45 am

Break

10:45 - 11:45 am

Avoiding Getting Struck by Lightning from the Clouds

Mark Kaufmann

One Size Does NOT Fit All - Negotiating SLA’s/LD’s that Make Sense

Kristen Huckaby

Effectively Negotiating with “Goliath”

Symposium

11:45 am - 1:15 pm

Lunch

1:15 - 2:15 pm

Cloud Vendors Are Not A One Size Fits All

Jeannine Anderson

Seven Practices to Greatly Improve Your Brain

Jonathan Jordan

Tips & Tactics for Surviving an Audit

Campfire

2:15 - 2:30 pm

Break

2:30 - 3:30 pm

Five Fatal Flaws in Cloud SOWS

Elgin Ward

Developing a Path to Faster and Fair Network Service Agreements

Justin Castillo

Procurement 2.0

Symposium

3:30 - 4:00 pm

Break

4:00 - 6:00 pm

Networking & Happy Hour

Tuesday, October 16, 2018

6:30 - 8:00 am

Networking Coffee Klatch

8:00 - 8:15 am

Welcome to Day 3 (Awards #2 and #3)

8:15 - 9:15 am

General Session: Procurement, Leading the Way - Chris Talbot

9:15 - 9:30 am

Break

Room 1

Room 2

Room 3

9:30 - 10:30 am

Integrating Human Resources for Artificial Intelligence and Human Capital Collaboration

Teri Abbo

Third Party Risk Management

Tracy Jones

Negotiating Better Managed Services Deals

Campfire

10:30 - 10:45 am

Break

10:45 am - Noon

Six Ways to Stop Failure in Modern IT Contracts

Elgin Ward

Negotiating Better Cloud Deals Workshop

Scott Thomas & Robert Wright

Preparing for and Responding to M&A Activity

Symposium

Noon - 1:30 pm

Closing Lunch

Post-Conference Sessions (CTPS Express - Click here for more information)

1:00 - 2:45 pm

Procurement Module

3:00 - 4:45 pm

Contract Management Module

Are you the person in charge of negotiating vendor contracts or managing supplier relationships for your organization?

REGISTER NOW FOR THE 23rd ANNUAL IT PROCUREMENT SUMMIT TO AVAIL OF MASSIVE DISCOUNTS AND GROW YOUR CAREER

A best-selling event for the IT industry, the 23rd Annual IT Procurement Summit promises remarkable collaboration opportunities for technology professionals from around the world. This time-tested summit teaches you how to negotiate better deals and offers exclusive insights into the latest IT industry trends. Not only will you be acquainted with valuable presentations from the brightest IT minds in the world, but you'll also receive abundant benefits as a participant:

  • Learn to develop meaningful industry relationships with peers and vendors
  • Follow industry best practices and improve negotiation tactics
  • Negotiate successfully with suppliers through strategic interventions
  • Develop excellent efficiencies in IT procurement, vendor management, contract management and more
  • Learn to reduce any risks to your organization and streamline processes
  • Build supply chain efficiencies through strategic sourcing and mediating
  • Identify best practices for migrating to the cloud, data privacy, data security and much more

You will also get unique networking opportunities to learn how your industry peers deal with similar challenges you face within your organization. You'll be empowered with new insights and strategies to overcome these challenges in the most efficient manner. Attending this IT procurement summit will allow you to experience:

  • Theme oriented panel discussions to help you with effective tactics to build leverage with suppliers and vendors
  • Powerful presentations to negotiate cross-border agreements with local and international vendors in your industry
  • Networking conversations to develop stronger vendor and supply chain management programs for your organization

If you deal with IT procurement for your organization, then this annual conference is an absolute must attend for you. You cannot afford to miss it as you seek new ways to improve efficiency and productivity in your department.

HURRY! Sign up today – if you haven't already – and get access to exclusive insights from the best IT experts, and step on the right track towards advancing your career as a highly successful IT procurement professional.

Keynote Address - Michael Tchong

Emerging Trends and Innovations: How Ubertrends Are Reshaping Our Future

Our world is changing at warp speed. Massive trends like Time Compression, Digital Lifestyle and Unwired are reengineering our lifestyle. In an exhilarating ride through the landscape of now, audiences learn how these changes impact business deliverables.


Featured Presentations

Procurement in the Age of AI, Blockchain, Cryptocurrency and Smart Contracts
Larry Bridgesmith

Emerging technologies are altering the landscape of commercial transactions in transformative ways. Like every element in the supply chain of any industry, procurement will be measured by the value it adds to transactions rather than the costs it can extract. Most people have heard of Bitcoin, but know little about the underlying blockchain technology that empowers it. This session will provide a basic introduction to these emerging technologies and how they are reshaping the role of procurement.

Attendees will learn:

  • The differences between the distributed ledgers of blockchain and traditional centralized ledgers
  • How Cryptocurrencies (like Bitcoin) are incentivizing behavior change in commercial transactions
  • The role of Smart Contracts in automating contract execution and performance.
  • How Artificial Intelligence and predictive analytics are using Big Data to anticipate and resolve procurement issues before thy occur.
  • How Online Dispute Resolution is helping resolve procurement disputes “better, faster and cheaper”

Procurement Leading the Way
Chris Talbot

T-Mobile’s journey from an administrative contracts-management function to a performance-based strategic sourcing team is now leading the way: an overview of how T-Mobile moved through seven core dimensions of procurement growth and maturity. Dimensions address procurement themes and challenges regarding driving change, sourcing, organizational structure, Procure to Pay, reporting and documentation, strategic planning, and vendor/category management. In this session you’ll learn:

  • Steps that T-Mobile took to mature its procurement functions
  • Challenges faced in the maturity process
  • Technology utilized to facilitate change
  • What the future holds for strategic procurement at T-Mobile

Cloud

Avoiding Getting Struck by Lightning from the Cloud
Mark Kaufmann

Cloud-based software applications and environments are here to stay. And while few dispute the technological advances and the benefits of using cloud-based software applications or environments, these advances and benefits aren’t without risk – many of which relate to the terms of use associated with these technologies. This program will explore the risks inherent in using a cloud-based software application or environment, common terms and conditions of use, and possible ways to mitigate those risks and terms. Specifically, the program will discuss:

  • Tactics employed by providers
  • Demanding (or negotiating) service level agreements
  • Data – location, uses and extraction
  • Ways to mitigate operational and security risks and to comply with regulatory requirements
  • Exit strategies

Cloud Vendors Are Not One-Size-Fits-All
Jeannine Anderson

Cloud suppliers are in nearly every line of business now. This is no longer just the large supplier we all know. Your business partners are excited about the quickness to market the cloud promises. The supplier tells the business, and you, this is only a subscription. You know this sounds too good to be true. What next? There is hope. You have leverage. You can do this. Not all cloud agreements are one-size-fits-all. Many can be negotiated toward a solution that will manage the financial risk, data, service expectations and compliance. This presentation will explore opportunities to negotiate your cloud agreements and to become more creative and innovative with your cloud agreements.

  • A growing number of suppliers provide their software or services as a cloud services agreement.
  • Many software and service solutions formerly delivered as perpetual software or on-premise software are now being offered only as a hosted cloud solution. This means there is a lot of competition in this cloud services area.
  • Customers can negotiate their cloud agreement despite the cloud supplier attempting to create the expectation that all cloud or subscription agreements are nonnegotiable.
  • Changes in favor of managing risk of data security and management, service level commitments, and financial investment are possible.
  • Changes are readily available with smaller niche cloud suppliers competing for your business.
  • Changes are even possible with the big suppliers – and we all know who they are – with the right planning and knowledge of where flexibility lies with these vendors.

Negotiating Better Cloud Deals Workshop
Robert Wright/Scott Thomas

Are you getting the best possible terms in your cloud deals? If not, then come to this interactive workshop where you’ll collaborate with your peers and colleagues to see what types of terms they’re getting from their cloud providers and learn how you can make your deals even better! After attending the session, you’ll be able to:

  • Learn cloud contracting best practices from those actually in the trenches doing it.
  • Increase the amount of leverage you have over your existing cloud suppliers.
  • Counter the “our way or the highway” approach most cloud vendors have toward contracting.
  • Maximize your organization’s return on investment in cloud deals.

GDPR – A Roadmap for Controllers

GDPR became effective May 25, 2018. For companies, the risks of noncompliance can range from €20 million to 4% of annual revenues. It’s imperative that companies know what is necessary in assessing their GDPR compliance obligations. The goal of this session is to go beyond simply explaining GDPR and its requirements. The session is constructed as a deeper dive into specific topics relating to GDPR, to equip any company with advanced knowledge, use cases and legal requirements to be compliant. This class will teach you:

  • How and to what extent your business is affected by GDPR
  • What new rights data subjects have under GDPR, and how that affects your company
  • What it means to be a “controller” or a “processer” under GDPR
  • What types of data and services require compliance with GDPR
  • What steps are necessary for controllers to meet their legal compliance

Data Privacy and Security Issues in Cloud Contracts
Tracy Jones

Third Party Risk Management is crucial to the success of any vendor management process! But did you know that it is also an effective control for protecting your organizations sensitive data? Come learn more about the Data Protection benefits of a Third Party Risk Management program and much more.


Sourcing & Vendor Management

Best Practices for Sourcing Cloud Technologies
Campfire

Curious about how your peers are approaching the most challenging issues in the industry? If so, then our Campfire sessions are for you! During the campfire, attendees will circle up and walk through a series of leading questions, the purpose of which is to spur discussion regarding challenges, best practices, and opportunities for doing better deals. If you’re looking to leave the Summit with practical tips and tactics, then our Campfire sessions are a can’t miss event.

The Art of War and How it Applies to IT Procurement
Jonathan Jordan

Because today’s business, like warfare, requires dynamic leaders, highly competent teams and focused negotiations, businesses can greatly benefit from the ancient book The Art of War. Written over two thousand years ago by a Chinese general who is respected as history’s most masterful strategist, it has inspired military, political and business leaders around the globe.

Surprisingly, the secret strategies revealed in this ancient masterpiece about war are about effectively using one’s brain more than being forceful – about being victorious by outsmarting competitors, not destroying them. The workshop’s presenter, a member of the prestigious Society for Social Neuroscience, will illustrate these ancient brain-based strategies with very relevant examples from today’s business world. You will discover how to:

  • Use your greatest weapon: your brain.
  • Outsmart larger competitors.
  • Apply successful leadership traits.
  • Determine whom to hire and whom to fire.
  • Know when and when not to fight.
  • Negotiate with the brain in mind.

Procurement 2.0
Symposium

As a new feature of this year’s Summit, our Symposium sessions offer attendees the opportunity to pick the brain of Summit faculty along with other leading industry experts. During the session, industry experts will provide brief thoughts on the topic of the Symposium and then the floor will be opened for attendee questions. No question is off limits and those in attendance will leave the Symposium with new strategies for negotiating bigger, better deals.

6 Ways to Stop Failure in Modern IT Contracts
Elgin Ward

In IT, the future is now.
AI, Block Chain, Big Data, the Internet of Things, etc. are already happening. Technology Sales Reps are trying to persuade your Stakeholders that recent developments in modern technologies have eliminated or greatly lessened the need for formal contracts and vendor management programs.

Not a few Customer Stakeholders and their Companies have suffered massive contract failures by blindly believing such alluring sales talk.

This session will sharply identify and explore modern ways that informed and organized IT Customers can stop here-and-now failure in the contracts of the future to include:

  • Leveraging the commissioned Sales Rep
  • Executive buy-in
  • Specific contract Service Levels
  • Twenty-first Century warranties
  • Meaningful remedies for modern times
  • Power from Vendor Management

The materials covered will systematically cover some key problems with modern IT contracting with examples, and will include some concrete steps that will help the dedicated Customer to avoid contract failures threatening the unwary Customer.


Best Practices & Special Sessions

Tips and Tactics for Surviving an Audit
Campfire

Curious about how your peers are approaching the most challenging issues in the industry? If so, then our Campfire sessions are for you! During the campfire, attendees will circle up and walk through a series of leading questions, the purpose of which is to spur discussion regarding challenges, best practices, and opportunities for doing better deals. If you’re looking to leave the Summit with practical tips and tactics, then our Campfire sessions are a can’t miss event.

Developing a Path to Faster and Fairer Network Service Agreements
Justin Castillo

The contracting phase is one of the most frustrating aspect of a network services procurement; it’s a case of “so close, yet so far:”. the sourcing process is almost complete, but an often-arduous negotiation process often stands between the customer and the new network services.  Each vendor’s contract is different, and each one has its own idiosyncrasies and “gotchas.” Onerous, one-sided boilerplate terms abound.  Hidden terms and charges lurk in on-line documents hiding beyond URLs.

Customers have been asking for years: “Isn’t there a better way?”  Recently the IACCM (the International Association of Commercial Contract Managers) and a group of vendors (including Verizon and BT) joined together to develop a new approach.  This approach, which is still in development, attempts to accelerate the contracting process by defining agreed norms for contract terms.

Justin Castillo has over 20 years of experience representing vendors and customers in network sourcing agreements.  In this session, he will show you concrete ways to negotiate faster and fairer contracts. They key is to employ tested tools, contracting principles and strategies for analyzing and negotiating network service contracts and using them to get the parties to “yes” faster.

Key takeaways from this session include:

  • Which contract provisions are negotiated the most;
  • The value of agreeing to key contracting principles before starting negotiations;
  • How contracting principles can help identify and fix unreasonable contract provisions
  • How to spot and neutralize typical contract “gotchas”

Seven Practices to Greatly Improve Your Brain
Jonathan Jordan

In this workshop you will discover simple but highly effective brain-improvement practices that you can apply to mindfully change how you live, work and play. These stimulating and transformative practices can be applied by anyone to ensure his or her brain remains healthy and operating with improved memory, reduced feelings of stress, increased cognitive reserve, and overall improved neurological functioning – and reduce the risk of developing dementia in older adults. In 2011, the presenter delivered this professional development workshop to the staff of the United States Senate.

  • Mindfully Change How You Live, Work & Play
  • Why Being Sleep-Deprived is as Dangerous as Being Drunk
  • Greatly Accelerate Learning and Improve Your Memory
  • Break Unwanted Habits
  • Unlock the Full Potential Already Within You

Enhance Your Productivity as You Decrease Your Stress

Integrating Human Resources for Artificial Intelligence and Human Capital Collaboration
Teri Abbo

A forward-thinking analysis of the impact that artificial intelligence (AI) has had – and will continue to have – on human capital, including some of the disruptions we will face as we try to compete and to sustain employment in the workforce. Employers and employees need to start proactively reviewing their strategic human resource policies and procedures to determine how employees will compete for positions, to define the new skills necessary to collaborate, and to decide how performance will be measured in these environments when comparing AI to human output. This session will cover:

  • Characteristics in job descriptions that will protect jobs from AI
  • Performance management complexities
  • Future expectations of frontline managers
  • Civil rights and the inclusion of AI
  • The impact on a healthy global economy

Negotiations

One Size Does NOT Fit All Negotiating SLAs/LDs That Make Sense

Taking a one-size-fits-all approach to SLAs/LDs in IT procurement contracts can set up a project for failure from the get-go. The earmarks of a project’s success (and failure) should be well-defined and communicated consistently throughout the project cycle, and SLAs/LDs should relate clearly to the project’s ultimate objectives. In this session you’ll learn:

  • Why a one-size-fits-all approach is not best in defining SLAs/LDs
  • How to help your customer define their true requirements for a project’s success
  • How to draft SLAs to capture these requirements in your RFx
  • How to define SLAs/LDs in your contracts that are realistic, attainable, proportional, and easily trackable and enforceable

Effectively Negotiating with “Goliath"
Symposium

As a new feature of this year’s Summit, our Symposium sessions offer attendees the opportunity to pick the brain of Summit faculty along with other leading industry experts. During the session, industry experts will provide brief thoughts on the topic of the Symposium and then the floor will be opened for attendee questions. No question is off limits and those in attendance will leave the Symposium with new strategies for negotiating bigger, better deals.

Negotiating Better Managed Services Deals
Campfire

Curious about how your peers are ap­proaching the most challenging issues in the industry? If so, then our Campfire sessions are for you! During the campfire, attendees will circle up and walk through a series of leading questions, the purpose of which is to spur dis­cussion regarding challenges, best practices, and opportunities for doing better deals. If you’re looking to leave the Summit with prac­tical tips and tactics, then our Campfire ses­sions are a can’t miss event.

Preparing for and Responding to M & A Activity
Roy Schleiden, Sarepta Ridgeway, & Luke Montoya

The panelists will discuss the importance of addressing potential mergers, acquisitions and divestitures in contracts before a trans­action arises. Additionally, the panelists will address the due diligence process associated with M&A and how to address M&A activity if the ideal contract language is not negotiated prior to a transaction. Collectively, the panel­ists have extensive experience in dealing with M&A activity both from a procurement per­spective and legal perspective.

  • Learn what contract language is typically pursued to allow assignment of a con­tract/licenses to an acquiring entity
  • Discover what contract language will al­low for a smooth divestiture of an office, division or affiliate
  • Discuss the importance of conducting due diligence with respect to a Target’s vendor contracts prior to committing to a M&A transaction
  • Discuss strategies for addressing situa­tions where a Target entity has prepaid for licenses that the contract does not permit to be assigned to an acquirer.

5 Fatal Flaws in Cloud SOWs
Elgin Ward

Cloud service deals - we do more of them and they cost more than ever before.
Many if not most have a critical implementation phase.
A failed implementation can ruin the Customer’s chance of a successful Cloud service deal.
These 5 mistakes in the SOW covering the implementation can cause irreparable harm:

  • When the Vendor writes your Cloud SOW
  • Who wins the ambiguity war and why
  • How Master Agreements are subverted
  • Common risk shifters and uncommon damage
  • Collateral damage from the bad SOW

In this session, we will learn how to recognize each of these mistakes and what wise Cloud-service Customers can negotiate and do to prevent these errors from robbing our Cloud deals of the successes we need.

As a special arrangement for clients who register by September 17th, 2018 we have lowered the summit price from $1,850 to $1,650 for an amazing saving of $200. Any registration after September 17th will pay the full price of $1,850.

Register now and save!!

HYATT REGENCY LONG BEACH
200 South Pine Ave.
Long Beach, CA 90802

Hotel reservation link

If you’re involved IT procurement in any way, our annual conference is a must-attend event! Sign up today to gain insights from industry experts, collaborate with peers, and grow in your career as an IT procurement professional.

  • Develop relationships with your peers
  • Build professional confidence
  • Get best practices
  • Improve your negotiation techniques
  • Gain leverage with your suppliers
  • Learn strategic global principles
  • Reduce your risk
  • Learn how to streamline processes
  • Sharpen your skills; improve your proficiency

For Professionals in

  • Information technology
  • IT procurement
  • Purchasing
  • Finance
  • Legal
  • Vendor management
  • Contract management
  • Global strategic sourcing
  • Supply chain management
  • Telecommunications

CTPS Express is a separate event during the ITPS and additional registration is required. For those looking to further their careers with an industry specific accreditation, this fast-track is just for you. You might be a person in legal, finance, procurement, IT, vendor management, contract management or a combination there of looking to demonstrate your level of strategic sourcing and IT Procurement expertise.

Purchase the CTPS Value Pack and get all prep material & exams in advance. The added bonus when purchasing the Pack, in conjunction with the conference, is the live CTPS Express sessions. These include focused one hour discussions on Contract Management and Procurement module content and the option to take the written exam immediately following the conference.

What is the CTPE or CTPS Certification?

The schedule is as follows:

October 16 Procurement Module
1:00 – 2:00 Procurement module exam review presentation
2:00 – 2:45  Written exam for Procurement module

October 16 Contract Management Module
3:00 – 4:00 Contract Management module exam review presentation
4:00 – 4:45Exam for Contract Management module

Join this event for:
$295 for CAUCUS members and $295 for nonmembers

Program materials: (including the module presentations and optional written exams after the ITPS)

  • Tutorial videos for each module with printable slides
  • Comprehensive written Study Guide
  • Each exam’s most difficult questions review and available online
  • Electronic assessments (get Certified before the event)
  • 3 additional exam retakes per module, if needed
  • Certificate of Completion
  • “Quick Start” program!—Apply all CE (Continuing Education) credits attended in the last 6 months towards recertification.
    • CTPS requires 30 CE credits every 3 years to get re-certified  -  CTPE requires 40 CE credits every 3 years to get re-certified

Teri Abbo August 19, 2018

ITPS provides an amazing opportunity to network and discuss current topics with procurement professionals from every industry. Both the speakers and attendees provide insight and expertise related to scenarios that we are all facing while offering best in class examples of how to navigate through them. I highly recommend this conference!

Robert Wright, Humana

Robert Wright August 19, 2018

I walk away from each Summit with new tips and tactics for negotiating better deals with suppliers. Attending CAUCUS’s IT Procurement Summit has helped me jumpstart my career in ways that I would have never imagined!

Phil Rolfs, State Farm

Phil Rolfs August 19, 2018

I’ve attended this event regularly over the last decade and consider it the premiere technology procurement event of the year.
Keep abreast of what your peers are facing in the procurement industry on current relevant topics. I always gain knowledge and takeaways from the sessions I attend. Excellent event to partner with your peers in the industry!

Cynthia Meyer, SPX

Cynthia Meyer August 19, 2018

ITPS offers a unique opportunity to not only attend presentations and workshops on topics vitally important to our role in IT Procurement, but also a chance to network with our peers. That network has proved to be invaluable for advice, sharing experiences, etc. Being a member of Caucus also gives me access to learn from and share with my peers throughout the year, extending the ITPS experience.

Mike Gonce, Eastman Chemical

Mike Gonce August 24, 2018

Year over year, this is a world class conference with an excellent faculty of speakers delivering very timely topics. With the ever-changing world of IT, there is always something new at each conference event.  The breakout sessions each tailor themselves nicely for novice IT Procurement Professionals up to the experienced level. I have found the networking amongst peers to be invaluable.  This is a one-of-a-kind niche event, packed full of useful information, all delivered by peers in a short couple days.

Roy Schleiden, RSM US LLP

Roy Schleiden August 24, 2018

ITPS has been a special experience for me over the years as I have attended over 20 of these exceptional events. Intensely informative and providing the latest and greatest best practices in all areas of IT Procurement. This is the latest in IT Procurement thought leadership and practical application of proven tactics and strategy. But, of even greater benefit is the networking with peers and development of a lifelong network of IT procurement professionals I call my friends and who I can use to discuss new ideas, strategies and learn about vendor tactics and tricks. A great value and amazing event.