22nd Annual IT Procurement Summit
International CTPE Society
Melanie has worked in the IT and sourcing arena for twenty years, performing in a variety of roles from contract management to IT financial management to IT asset management. Living in Las Vegas for the past fifteen years, she has worked in the tradeshow and hospitality industries. Her experience also includes process improvement initiatives and project management. In 2013, Melanie led several Lean Six Sigma Rapid Improvement Events, improving processes for IT and Finance organizations. She also managed a project to change wireless carriers for 18 cities and over 2500 phones, including negotiating a 25% reduction in annual spend. Melanie graduated Summa Cum Laude with a Bachelors Degree in Business Administration from American Intercontinental University. Melanie is a strong advocate of establishing standards for process and continuous improvement.
IT Communications Liaison
Connie Allison has served in various IT leadership roles at Liberty University for over fifteen years including Director of IT Operations ,and Director of Customer Support. In her current role as Enterprise IT Communication Liaison she leads a team that is responsible for internal business relationships, strategic vendor relationships, IT marketing, training, the IT website and social media, and public communications. In addition to her IT role, Connie is an adjunct faculty member for Liberty's School of Business and School of Communication & Creative Arts teaching classes in Customer Service, Business Applications, and Vendor Relationship Management.
Head of Vendor Management
St. Jude Medical, Inc.
Patty has been in the IT Sourcing/Procurement industry for over 25 years and brings a wealth of knowledge from procurement, contracts, vendor relations and mergers and acquisitions. She has been employed at Honeywell, Thomson Reuters and most recently at St. Jude Medical, Inc. where she has built her current Vendor Management organization from the ground up. She is a Lifetime Certified Purchase Manager and has numerous software certifications. She has spoken in the past at Gartner events on Vendor Management. She has been a Caucus member since the late 90’s.
Senior Instructor, ICN
Phil, an attorney and business person, has been training people on legal and business-related topics for over twenty years. He has had the good fortune to help thousands of people improve their skills in a variety of areas: negotiations, vendor management, interacting with salespeople, software licensing, procurement methodologies, contract drafting, contract management, writing RFXs and equipment leasing to name just a few. Read more...
As a result of working on the front line with and for major corporations and organizations, Phil’s insights are practical and proven – not theoretical. His experience with various departments runs the gamut: IT, Sourcing/Procurement, Finance, HR, Legal, Sales, Marketing, Strategic Planning, Actuarial, Risk Management, Internal Audit, Facilities Management, etc. Phil has trained groups of all sizes: two to several hundred and all points in between. He has trained and presented to “C” level executives, mid-level management and frontline workers.
Phil began his legal career as Associate General Counsel for Blue Cross and Blue Shield of Arizona, where he was responsible for drafting and negotiating vendor contracts for technology, services, and goods. In addition, he supported the sales department and drafted and negotiated employer-group contracts for insurance and provider network access (third party administration). It was at Blue Cross and Blue Shield of Arizona that Phil discovered his fondness for training; he often conducted training sessions on regulatory compliance issues for the company’s executives and managers.
After departing Blue Cross and Blue Shield of Arizona, Phil joined America West Airlines (now US Airways and soon to be American Airlines) as Manager of the newly-formed Contract Services department within the IT division. His group reviewed, negotiated and managed all of the significant IT contracts for hardware, software, services, and telecom. Additionally, Phil identified and implemented cost-saving measures through leveraging technology and business relationships, which resulted in savings of millions of dollars. During his tenure, Phil’s group built and implemented a vendor management program and a contract management program, which improved vendor performance and accountability.
Prior to joining ICN, Phil was the Director of Consulting for Colorado-based MSS Group, a telecom financial management company. Working out of the company’s Phoenix office, he reviewed telecom contracts and assisted clients in the negotiation process with the major carriers. In addition, he provided training to headquarters personnel on contracts, telecom issues and other regulatory issues impacting the company and its clients.
Since joining ICN as a Senior Advisor, Phil has focused on IT-procurement training and consulting. He has also been instrumental in the development of many of the company’s seminars and conferences. He enjoys being out on the road helping clients understand the complexities involved in their agreements and helping them do better deals.
Phil received his J.D. from the James E. Rogers College of Law at the University of Arizona. He also earned two B.S. degrees in Business Administration (majoring in Entrepreneurship, Finance, and Accounting) from the University of Arizona.
Director and Senior Business Strategist
Frank Bruno consults with business professionals throughout the world on risk mitigation strategies relative to technology transfer transactions (i.e. licensing, subscription, IP sales, etc.). By introducing protection measures that instill trust, the buyer and the seller can overcome the risk objection to doing business, allowing them to focus on doing business.
Recognized as a subject matter expert on SaaS Continuity Services, Frank has worked with dozens of companies in need of a contingency plan to address the risks of entrusting cloud services. He brings expertise in Governance, Risk and Compliance to Iron Mountain’s mission of secure, reliable, and innovative contingency planning and intellectual property protection in an effort to enable SaaS in the enterprise markets.
Prior to joining Iron Mountain, Mr. Bruno was the Director of Business Development for Gartner, Inc. (formerly The META Group), a leading Information Technology research consultancy.
Chief Technology Officer
Acuity Management Solutions
Troy Burns serves as Acuity’s Chief Technology Officer. Burns is responsible for establishing the company’s technology vision and leading all aspects of technology development according to its strategic direction and growth objectives.
Prior to joining Acuity, Burns served as Chief Technology Officer at Capario (now Emdeon) where he helped revitalize, rebrand and grow an existing revenue cycle management SaaS-delivered product. From 1998 – 2008, Burns co-founded Payerpath (now Allscripts) and as Vice President of Technology created, designed and launched one of the leading revenue cycle management and healthcare clearinghouse services in the United States.
Troy attended Virginia Polytechnic Institute and State University (Virginia Tech) where he earned his B.S. in Computer Science. He frequently volunteers with the Autism Society – Central Virginia (ASCV.org) helping families like his that have a child with autism. He enjoys riding his motorcycles in his spare time and playing poker – his Acuity colleagues can vouch for his stellar poker face.
Director IT Procurement
Rogers Communications, Inc.
Jill joined Rogers in January 2006 as Director, Strategic Sourcing, IT Procurement. In this role, she is responsible for the Strategic Sourcing and Contract Management of enterprise wide, Information Technology for Rogers Communications Inc.
Prior to joining Rogers, Jill held various positions in the Technology and Financial Services sector in Canada including; Director, Strategic Sourcing, Canadian Imperial Bank of Commerce (CIBC), Procurement Advisor, Strategic Outsourcing, IBM Canada, Procurement Manager, Manulife Financial and National Manager, IT Procurement, General Electric Capital, IT Solutions (GECITS).
Jill has 19 plus years Supply Chain experience and has a certificate in Business Administration, Business Logistics and is a certified Six Sigma Green Belt.
CAUCUS Executive Advisory Committee
Category Manager, Procurement
Sears Holdings Management Corporation
As a member of Global Procurement, Dennis is responsible for the procurement governance of all hardware products within the desktop, distributed and mainframe environments including both processors and storage for North America. He also coordinates and supports procurement groups in EMEA and APAC with their hardware needs. Dennis has worked for several other firms in both IT procurement and IT project management. He is a charter member of Caucus and a long-term member of the Caucus Executive Advisory Committee.
Vice Chair, CAUCUS Executive Advisory Committee
Gardiner is a highly effective Global Information Technology Sourcing Consultant & Vendor Manager with over seventeen years of experience in Information Technology Sourcing, Project Management and Vendor Management at General Mills, Inc.
With an annual spend of $110M she developed strategy for IT sourcing, lead software audits, was a change management leader, worked in vendor management and managed the IT consulting vendor program. She also managed over 200+ software and hardware maintenance subscriptions, SaaS and hosting agreements with an annual spend of $35M.
Her latest project after General Mills was to lead cross-functional teams based on sourcing methodologies for the procurement of software, hardware, telephony and IT services.
Ruth Ginzberg, CTPS
Senior IT Procurement Specialist
University of Wisconsin System Administration
Ruth Ginzberg is the Senior I.T. Procurement specialist for a large state university system with 26 campuses, 66,000 employees and 182,000 students. She holds the CISSP (Information Security) and CTPS (Technology Procurement) certifications, and is Vice Chair of the Technologies Committee of the Midwestern Higher Education Compact, a 12-state regional compact providing I.T. procurement cost savings for over 1000 institutions of higher education.
Global Technology Director
Paige DataCom Solutions
Carrie Goetz has been involved in the computing and networking industries for over 30 years. Carrie currently works for Paige DataCom Solutions as the Global Director of Technology shaping the technological future for end user solutions. This global services division is responsible for data center and data communications products and services for this division of Paige Electric. Carrie has designed and audited multitudes of data centers for enterprise, colocation, hosting and cloud facilities. She speaks at numerous industry events, end user education forums and various conferences globally and has been the featured keynote speaker at many. Her data center design assistance has been utilized in the Financial, Government, Healthcare, Education and Industrial/Manufacturing sectors with assistance towards compliance related tasks. Globally published, Carrie is a frequent industry blogger and expert contributing to over 250 publications worldwide.
Carrie chairs and participates in Women in Data Centers, AFCOM, 7x24Exchange and other forums fostering women in the industry beginning at a young age.
She has extensive background in all aspects of networking and application development as a programmer, consultant, project manager, and Fortune 500 executive running IT departments and data centers with multi-million dollar budgets, and has taught at a collegiate level. Carrie has an MBA and MSBS. She is the former President of the BladeSystems Alliance and member of the Board of Directors. She participates in the IDC enterprise expert panel, Uptime Institute, AFCOM, 7x24exchange, IEEE, BICSI, numerous green building panels and groups, the Ethernet Alliance, PMI, Share and various other industry panels. She holds an RCDD/NTS, CDCP, CDCS and has had 38 certifications in the industry throughout the years. She has one telecommunications patent and one patent pending.
Carrie has affiliations with and/or participates in the following organizations: IEEE, TIA, COMMON, ASHRAE, USGBC, WGBC, ISO, ODCA, GDCA, FCIA, and other consortiums for standards acceptance. Carrie is Siemon’s liaison into the company’s participation into the Cisco® Solution Developer Program, APC’s BladeReady™ Program and the IBM Partner Program. She works with various other electronics manufacturers and system integration companies.
Carrie is an expert in TechTarget’s Searchnetworking, SearchEnterpriseVoice, SearchUnifiedCommunications and SearchDataCenters forums and is on the board of advisors. She contributes articles to these forums as well as SearchMobile, SearchSecurity, SearchWireless and SearchCIO covering various topics. She is a regular blogger on the ITSS (the IT Services Site) sponsored by IBM®, the award winning BBS (Better Banking Site) sponsored by Intel©, Data Center Acceleration sponsored by LSI, 21st Century IT sponsored by NetApp®. Topics include technology planning, business continuity, management, budgeting, personnel management, certifications, cloud computing, design and security to name a few. She has been placed in the top 5 technical tips on TechTarget for 2 years in multiple forums. Globally published, she also writes for Network Performance, Processor, Inside Networks, ZeroDownTime, DataCenter Dynamics, and various other publications. Carrie has won the “Communication News” Editor’s Choice Award for two years. She is a member of the International Women’s Leadership Association, an invitee only leadership consortium.
Arizona Public Service
Lola Gomez, has been Senior Buyer for Arizona Public Service since 2010. Lola has extensive experience ranging from contract negotiations, contract management, project management and government contracts. She started her career with the US Air Force in accounting where she worked for several years in Japan working as a Management Assistant, she quickly realized that Procurement was where her expertise lied and moved on to become a Contracting Officer. While with the US Air Force Lola was one of thousands of nominees (worldwide) submitted for meritorious award due to her hard work and dedication she was awarded this prestigious award for implementation of the PCard program, cost savings and regulation change submittals. She also won the Air Force Federal Women of the Year award and several Sustained Superior Awards. After leaving her job as a government employee she has worked on a wide array of agreements ranging from Software/Maintenance purchases, IT materials to Construction Services for over 20 plus years. Her experience started with the US Air Force as a Contracting Officer and since has expanded her skills to the utility sector where she has worked for the past 5 years at APS in Arizona. In this role, Lola has been the go to person for all software buys and projects and has worked closely with the legal department to complete sound agreements. She is currently now in charge of reducing inventory for IT and is working with suppliers to establish a pull inventory at suppliers warehouse to obtain cost savings.
Prior to joining APS, Lola worked with Pepsico as a procurement manager and was responsible for the vast changes in their processes she implemented procurement procedures, training all the west coast buyers on processes and the usage of SAP. She worked closely with the Regional Finance Manager and the Legal Department to insure all procurement standards were met and audit reviews went seamless. In the first four months of employment she turned the storeroom financials from red to black reducing the inventory by more than 50.
Lola’s passion for her work has not been overlooked and has been sought after from several companies to come work for them. Her hard work, loyalty, and extensive dedication has been very highly regarded. She has an MBA in Global and International Business from Western University, and a BA degree from Arizona State University.
Mike Gonce, CPM, CTPS
CAUCUS Executive Advisory Committee
Global Procurement and Contracts Manager
Eastman Chemical Company
Mike has over 30 years of procurement, contracts, and negotiating experience and works for Eastman Chemical Company where he is the Global Procurement and Contracts Manager and chairs the Corporate Contracts Productivity & Commercial Excellence team. Today Mike primary serves as a trusted advisor for strategic sourcing and large capital projects, and effectively negotiates major agreements across the enterprise. Mike serves on the global talent management team, and provides multiple training seminars on contracts, negotiations, and supplier relationship management each year. In 1998, Mike established a dedicated IT procurement team, and has successfully negotiated all types of major IT contracts (software, hardware, outsourcing, telecom, SaaS, cloud), and became a leading practitioner – standardizing technology platforms; implementing programs for software asset management and cell phone lifecycle management; and reducing IT's 3rd party expenditures by 50%. Mike has developed and implemented a world-class Supplier Relationship Management Program which has been featured in articles by ISM and IACCM. Mike is a visionary and leader - developed standard contract templates; managed contract labor/services agreements; and led the telecom strategy council. As a distinguished leader, Mike has been featured in several articles, spoken at numerous conferences and events, and served on various executive committees for associations. He has a BS in finance and business management from the University of Tennessee, and earned his C.P.M. and CPTE certifications. He may be recognizable on television as a football referee for the National Federation.
Area Vice President
IntercOnnecT by Zones
As Area Vice President for Interconnect by Zones; Todd Hawthorne is responsible for sales strategy sales operations, and market development for Interconnect (a Zones, Inc company), in the Eastern region of the United States. Mr. Hawthorne leads a team of IoT (Internet of Things) Practice Solutions Specialists, focused on customer success and innovation with IoT solutions, in a broad spectrum of vertical markets.
Mr. Hawthorne has over 16 years of experience in the information technology & operational technology fields. Previous to his current role of Area Vice President, Mr. Hawthorne held the role of Enterprise Account Executive with VMware across the Carolinas, Mid-Atlantic, & Southeast. Prior to VMware he served for 12 years with Cisco Systems in a variety of positions, including field sales, partner management, new technology solution development, and marketing strategy. His tenure & entrepreneurial leadership with Cisco Systems included co-founding and leading the Connected Real Estate Global Vertical Organization, the Smart Connected Buildings Business Unit, the Smart Grid Business Unit, and the Americas Theater Green/Sustainability Partner Council.
Outside of Interconnect, Mr. Hawthorne serves on the Corporate Advisory Board for the University of North Carolina Wilmington - School of Information Systems and Computer Science, as well as the Corporate Advisory Board for the Cameron School of Business. Hawthorne also works as consultant and advisor to start-ups. Mr. Hawthorne is a charter member of two Toastmaster’s International public speaking clubs, and is a Certified Toast Master. He is a past volunteer presenter for the Think Science initiative sponsored by the North Carolina Governor’s Science, Math, and Technology Education Center. Mr. Hawthorne studied Computer Science and Computer Engineering at North Carolina State University and Wake Technical College. He currently lives in Raleigh, NC.
Technology Acquisition Team Lead
State of Montana
Matthew Hosking is the team leader for Montana’s State Information Technology Services Division. Prior to his time in state government he worked in the transportation and logistics industry where he was the Director of Planning and Analysis for a leading national transportation company. Matthew lives in majestic Helena, Montana.
President and Chief Executive Officer
Acuity Management Solutions
Kelley Johnston serves as Acuity’s President / Chief Executive Officer, and sits on the company’s Board of Directors. She brings over 25 years of experience in litigation management and applied legal technology to Acuity’s executive team.
Johnston joined Acuity in April 2000 as Vice President and Director of Litigation Management. She was named president and CEO in January 2003. Prior to her involvement with the company, Johnston practiced law for 17 years, defending Fortune 500 companies in products liability, mass tort and complex commercial litigation.
Throughout her career, Kelley’s focus has been litigation management – coordinating the defense of multiple cases and designing and developing management tools, such as document and resource databases, standardized discovery responses and witness development resources, to increase the efficiencies and effectiveness of the business of law.
She began her career in private practice in 1983 with McGuire Woods. Johnston joined the firm of Wright Robinson in 1989, progressing to shareholder and client relationship partner for several of the firm’s products liability clients.
Johnston holds a bachelor’s degree in English and History from Duke University and a law degree from Emory University. As current board member and former board chair, she is actively involved in and supports the Children’s Home Society of Virginia. While she no longer paints her face Duke blue, she does closely follow ACC basketball.
Mr. Kaufmann’s practice is primarily in the area of intellectual property and technology-related transactions focusing on outsourcing and infrastructure; cloud-based and SAAS transactions; acquisition, development and licensing of software, databases, and web-based products and services; and distribution, facilities management, data processing, escrow, hardware lease, consultancy, system integration and services transactions. He was named a ‘leading lawyer’ in the 2008 – 2013 editions of Chambers USA in its Technology and IT Outsourcing section.
Partners National Mission Critical Facilities
Kirk Killian is the President of Partners National Mission Critical Facilities, which advises Fortune 1000 IT corporations in procuring data centers worldwide upon favorable commercial terms. His work combines commercial contract negotiations with research on data center facility engineering, telecom networks, and operations risks. He has completed assignments in 35 states and internationally for clients including Wal-Mart, Citi, T-Mobile, Verizon, Southwest Airlines, HSBC, Charles Schwab, CSC, Wells Fargo, Marsh & McLennan, Western Union, Acxiom and BNP Paribas. Kirk is a frequent presenter at conferences on data center facilities and business continuity. Kirk received a BBA in Real Estate and Accounting from Southern Methodist University.
Strategic Sourcing Manager-IT
Kymberly Lewis is a Global Sourcing Manager for Intel Corporation in the IT Strategic Sourcing organization. She is based in Chandler, AZ and is responsible for worldwide sourcing of IT services with an emphasis on Cloud CRM solutions. Prior to joining IT Strategic Sourcing, Kymberly worked in the Capital Equipment group as a Sourcing Manager for Test equipment. Kymberly is a Certified Project Management Professional and earned her MBA and BS in Finance from Arizona State University
CAUCUS Executive Advisory Committee
IS Accounts Manager
Ivie is the IS Accounts Manager at Liberty University in Lynchburg, VA. In her current position, she leads the IS Accounts Management Office in completing the IT acquisitions requests of a highly-centralized IT department. Liberty University's Information Technology has over 500 dedicated staff members who work to provide world-class information resources, telecommunications, computing and networking tools and services to the University community. Liberty University has grown exponentially the past several years, which leads to the need for continual IT upgrades and implementations of new and innovative technologies, supporting a residential population of 14,000 and 6,000 staff and over 100,000 online students. The IS Accounts Management team reviews over 1,000 individual requests for IT acquisition annually, including: IT contract review/management; hardware acquisition; software asset management; and telecommunications acquisition and allocation. Ivie enjoys working within IT to negotiate agreements on behalf of technical personnel for acceptance and resource management and working closely with Procurement and Legal to finalize agreements.
Cynthia Meyer, CBM, CPM, APP
CAUCUS Executive Advisory Committee
Manager, Contracts & Procurement
Cynthia Meyer has over thirty-four years of sourcing, purchasing and inventory management experience in a broad range of commodities, including forms, facilities services, fleet vehicles, furniture and furnishings, print production, electrical and electronics, and industrial fittings. In 1996, Cynthia was introduced to the exciting and ever-changing world of information and telecommunications sourcing when she was hired by FedEx in Memphis, Tennessee. During her ten years with FedEx, Cynthia embraced the opportunity to learn from the best FedEx IT employees, including working directly with Rob Carter, who is now FedEx’s CIO. Following her passion for IT sourcing, Cynthia joined Alliant Energy in Madison, Wisconsin in 2006 as their sole IT sourcing resource. While working for Alliant, she negotiated contracts totaling over $250 million for a multi-vendor project for Automated Metering Infrastructure. Now working as an IT Category Manager at Monsanto Company, Cynthia handles “soup to nuts” in the IT and Telecom sourcing arena, including training others in both the art of negotiations and the craft of working with contract documents. In her spare time, Cynthia enjoys traveling and has circumnavigated the globe in a single trip, “driven” an elephant, and hugged tigers. Her most recent adventures took her to St. Petersburg, Russia and Scandinavia.
Managing Director Business Development Cloud Services
NEC Corporation of America
Michael E. Mitsch is Managing Director of NEC Corporation of America’s Enterprise Technology IT Platform Group. In this role, Mike is charged with forging and expanding NEC’s North American Cloud Alliances, to utilize NEC’s Nblock technology.
Mike has been in the information technology industry for over 25 years. In his 20 years with NEC, Mike has held a series of leadership positions within the product planning, marketing, sales, and business development organizations. He was instrumental in the launch of several award-winning NEC servers, including the industry’s first RISC-based servers for Windows® NT, the industry’s first Intel®-based fault tolerant servers and 32-Socket Scalable servers for Microsoft SQL Server.
Mike has studied Electrical Engineering at the College of New Jersey and Northeastern University, and holds a Bachelors Degree in Business Management from the University of Phoenix.
Luke Montoya is a Sourcing Manager working at McGladrey LLP, the fifth largest USA accounting firm, which provides audit, tax and consulting services. Prior to joining the procurement team, Mr. Montoya worked in McGladrey’s legal department as an attorney, during which time he drafted, reviewed and negotiated a variety of contracts, including vendor agreements. In addition, Mr. Montoya has advised McGladrey with respect to vendor disputes, contract compliance, terminating vendor contracts, and a software license compliance audit. Before joining McGladrey, Mr. Montoya was a corporate attorney at Winston & Strawn LLP, a national law firm headquartered in Chicago. Mr. Montoya obtained his law degree from Vanderbilt University, earning a Law and Business Certificate in addition to his J.D., and is licensed to practice law in Illinois. Mr. Montoya earned his B.A. degree from Bradley University.
Sr. Director Strategic Sourcing
Mr. Nogle has over 38 years experience in IT, with 20+ years dedicated to strategic sourcing and vendor management. Greg has extensive experience in IT Negotiations. In his 17 years at Comdisco Disaster Recovery Services and managing over 300 actual company recovery’s, Greg learned the art of overcoming “Unwarranted Assumptions”. This is also where he started to build his skill set in negotiating Win/win agreements. Greg was approached by venture capital investors in the UK to start a company in London, G C Marshall, using his IT Value Engineering (IVE) model to reduce IT spend for large companies (2007 to 2010). IVE leverages a full view of technology cost of ownership to significantly reduce run rates and IT risk. Greg leverages revenue programs, leasing, ROI evaluations and reverse engineering of vendor pricing programs to achieve these goals. He also developed a bidding process called Predictive Benchmarking (PB) that can be used in place of the Request for Proposal (RFP) that most procurement professionals have used for years. This model has delivered as much as a 20% to 30% cost of ownership benefit over the RFP process and often in a third of the time.
Former FBI Operative & Subject of the Film 'Breach'
In 2001, Eric O’Neill helped capture the most notorious spy in United States history: Robert Hanssen, a 25-year veteran of the FBI. The remarkable true events of his life are the inspiration behind the critically acclaimed dramatic thriller Breach, starring Ryan Philippe as O’Neill. The film set inside the FBI—the gatekeeper of the nation’s most sensitive and potentially volatile secrets—is the story of the greatest security breach in US history. Read more...
Only 26 years old, O’Neill was handpicked to serve as the focal point of an elaborate sting operation and assigned to FBI Headquarters to serve as Hanssen’s subordinate. Preceding Hanssen’s arrest, O’Neill worked with the spy within the information assurance division that protected all classified FBI intelligence. O’Neill gained Hanssen’s trust and used that relationship to slowly draw the traitor out of deep cover. Engaged in a lethal game of spy versus spy, O’Neill found himself fighting to bring down Hanssen before the treacherous double agent could destroy him, his family, and the nation they were both sworn to serve.
Throughout his 25-year career with the Bureau, Hanssen spent the last 22 years of his service selling thousands of pages of valuable classified documents to the former Soviet Union during the Cold War. His betrayal included identification of KGB agents who were spying on behalf of America and of the template for relocation of the president in the event of a catastrophic attack.
O’Neill began his career in the FBI as a graduate of the FBI’s Intelligence Program. He spent the first five years of his career as a special surveillance group field operative tasked to surveil and monitor foreign, national, and domestic terrorists and spies. He transitioned from field operative to direct undercover work focusing on Hanssen. Although his prior training had focused on "ghosting" targets from the shadows, he engaged his target in conversation in order to elicit information needed to catch Hanssen in the act of espionage. The singular nature of the assignment, one with little backup or support, required O’Neill to draw from deep reserves of courage and confidence within himself to battle Hanssen’s mind games and aggressive probing and learn to "stop reacting to Hanssen and begin acting."
O’Neill’s story is one of patriotism, of decisive action in the face of fear, and of learning to maintain confidence in ability even if it looks like success is impossible. He has told his story in national media, in print, on radio, and on television including 20/20, Nightline, Hardball with Chris Mathews, Fox News Power Player of the Week with Chris Wallace, CNN, CSPAN’s Washington Journal, NPR’s "Fresh Air with Terry Gross," World News Now, MTV, and Access Hollywood.
A talented motivational speaker and accomplished lawyer who weaves real life experiences into a presentation that is both entertaining and rewarding, Eric O’Neill provides practical insights into real work situations relevant to many industries. He speaks not only about Breach, but about the broader world of espionage and national security, economic and industrial espionage, fraud, internal investigations, corporate diligence, corporate defense, hacking and intellectual property theft, and other relevant topics.
Currently, O’Neill runs The Georgetown Group, a security firm out of Washington, DC, and continues to speak about his experience in the Hanssen case.
Global Strategic Sourcing Manager
Chubb & Son
Tamra Pawloski is a vice president and sourcing manager for the Chubb Group of Insurance Companies in Warren, New Jersey. She is responsible for providing the direction and management of strategic sourcing and contracting for goods and services in the United States. Tamra also insures that best practices are shared between Chubb’s domestic and international operations. She manages and oversees all sourcing and professional services arrangements as well as technology asset management. Tamra is also responsible for leading and instilling in her staff vendor sourcing best practices and the associated governance processes.
Tamra joined Chubb in September 2007 with more than 10 years of experience in developing and executing category management strategies, and sourcing and facilitating new contracts for software, hardware, consulting and commodities. Prior to joining Chubb, Tamra served as a senior procurement manager at Avaya and director of procurement at Telcordia Technologies.
Tamra has an MBA degree in technology management from the University of Phoenix and a BS degree in accounting from the University of Scranton in Pennsylvania.
Senior Director IT Infrastructure Procurement
Johnson & Johnson
Vince joined J&J in 2011 as the IT Sourcing Director responsible for the Hardware, Software and Telecom categories for the J&J enterprise. In this role, he led strategic relationships and negotiations of enterprise agreements with partners including Microsoft, Oracle, HP, Verizon, and SAP. In 2013, Vince assumed responsibilities for the Telecom, Mobility and Collaboration Portfolio, Asia Pacific Region, and Program Planning and Organization teams. Vince’s current responsibilities include Global IT Infrastructure Procurement and business engagement leader for J&J’s Chief Technology Officer and his board. His teams are responsible for Category Strategy, Supplier Relationship Mgt., and Strategic Sourcing for the category. He also cofounded and leads a Procurement Functional Corporate Social Responsibility program for J&J called “Procurement Cares”. Prior to joining J&J, Vince worked 10+ years for Mars Inc., where he led the Global IT Commercial (Sourcing & Supplier Mgt.) function. In this capacity, Vince implemented sourcing strategies across all IT categories. His accomplishments include building the first offshore development centers for Mars with partners in India, and implementing supplier aggregation strategies with services and infrastructure providers.Between his roles at Mars and J&J, Vince spent 3 years in consulting in IT Service Mgt. and Strategic Sourcing practice areas and has authored publications in the areas of outsourcing and IT service management best practices. Early in his career, Vince progressed through variety of IT roles including programming, project, infrastructure and applications management. Vince holds undergraduate degrees in Computer Science and Business, and a Masters Degree in Organizational Dynamics from the University of Pennsylvania. He also has advanced certifications in technology procurement (CTPE), Carnegie Mellon's eSourcing Capability Model (eSCM), ITIL® and Negotiations (Harvard). Vince lives in Schwenksville, Pennsylvania with his wife Linda, 2 children and grandchildren nearby, and enjoys playing racquetball, cycling, and music as hobbies.
Sarepta Ridgeway, CTPE
CAUCUS Executive Advisory Committee
Manager, IT Procurement and Strategic Sourcing
Sarepta is Manager of IT Procurement and Strategic Sourcing for this multi-state energy distribution enterprise. She has more than 25 years experience in purchasing and contract management. Her recent contributions include writing a purchasing policy and its associated procedures, which include "what, when, where, how and why." In addition, she directs the purchase of corporate procurement needs, including IT products and services. In the past five years, Sarepta has contributed in excess of $100 million in cost avoidance related to computer hardware, software, and telecommunications purchases. She was instrumental in developing and writing an international contract tariff that became an industry standard in the U.S. and Canada. She renegotiated over 900 software license agreements, successfully incorporating provisions to allow for a business divestiture at little or no cost to the company. Her current role has allowed her to influence and successfully implement best practices at CenterPoint Energy. She serves on various industry panels, works as an adjunct college professor and conducts in-house training programs related to software compliance. She is a member of the Caucus Executive Advisory Committee which she chaired from 2009 to 2010. Sarepta has an MBA and two undergraduate degrees and has been named Employee of the Year, Minority Sponsor of the Year and Minority Buyer of the Year.
Executive Director, Supplier Management Office
Andrew Robison is Executive Director of the Supplier Management Office in Kaiser Permanente's Infrastructure Management Group. He leads a team that is responsible for all aspects of IT vendor and contract management, including vendor governance, risk management, contract negotiations, and contract and financial management. His group's portfolio spans 320 vendors, 900 agreements and well over $1 billion in contractual commitments and includes such vendors as IBM, Oracle, EMC, HP, Microsoft, Teradata, Epic and Cerner. Andrew and his team have consistently increased vendor value to Kaiser Permanente through an active vendor management program, and have delivered significant cost savings and cost avoidance to the Kaiser Permanente organization through skilled negotiations. As part of the Infrastructure Management Group, Andrew also served as the Program Executive for a cross-functional service improvement team that standardized physical infrastructure delivery to Kaiser Permanente application teams and reduced overall delivery time by 49 percent.Prior to Kaiser Permanente, Andrew was a Managing Consultant in PA Consulting Group where he led complex sourcing advisory and service management assignments. His sourcing advisory experience included assisting a healthcare client negotiate, transition and operate a $550 million IT infrastructure outsourcing agreement with a Tier 1 provider. He also advised over 25 clients in the commercial strategy, selection, negotiation, contract management, planning and implementation of Enterprise Resource Planning (ERP) systems. Prior to PA Consulting, Andrew held leadership positions with SAP America and Computer Sciences Corporation and has experience across multiple sectors, including the Healthcare, Energy, Consumer Products, Manufacturing and Pharmaceutical sectors.
Who's Fiddling with your Roof?
Andy Schlidt is a shareholder in the Milwaukee office of Whyte Hirschboeck Dudek S.C. where he is co-chair of the firm's Corporate & Finance Practice Group and is leader of the Technology Law Team. He is a corporate lawyer with broad experience in commercial transactions, corporate governance, and regulatory compliance matters. Andy has served on the Firm's Board of Directors and leverages the Firm's 150+ legal professionals to achieve the business and strategic objectives of clients.
As leader of the Firm's Technology Law team, Andy serves as National Technology Counsel to companies with operations across North America and abroad. In this capacity, Andy draws upon his prior industry experience as a business process and technology consultant with the Chicago office of Accenture. To further refine his knowledge of industry developments and outsourcing/technology deals, Andy completed a Masters of Industrial Technology degree through Purdue University. At Purdue he conducted a study of the technology risk management practices of legal counsel at Fortune 200 companies.
Roy Schleiden, CTPE, CPCM
Chair, CAUCUS Executive Advisory Committee
Director Strategic Sourcing
Roy Schleiden has been a Caucus member since 2000, serves on the Caucus Executive Advisory Committee and was the 2008 Caucus Member of the Year. With over twenty-five years of IT Procurement experience in the public and private sectors, Roy has negotiated significant high dollar value contracts in numerous countries including the Middle East, Europe, China and the Pacific Rim. Roy led IT Acquisition teams in a number of Fortune 500 M&A transactions, including the consolidation and relocation of over a dozen major data centers. While with the Defense Information Systems Agency during the 90's, he led the acquisition efforts around the consolidation of Marine Corps/Navy data centers worldwide. For over fifteen years, Roy has taught at several colleges and universities in the Kansas City metropolitan area, and he is a frequent speaker on a wide variety of procurement and business topics. He is a graduate of the US Naval Academy, holds Masters degrees from the Naval Post Graduate School Monterey and Golden Gate University, is a CTPE, CPCM and a DOD DAWIA Level III. In his spare time for the past twenty-five years, he has coached
youth soccer and baseball for traveling competitive teams.
Joe Schmidt is a TC2 Project Director with broad global experience leading fixed line, wireless, and managed services projects that span the telecom lifecycle. Joe has over 25 years of telecommunications experience and has lived and worked in the U.S., London, Hong Kong, and Singapore. A key attribute of Joe's projects is his ability to infuse best practices and lessons learned from working with clients, service providers, and technologies from around the world. Prior to joining TC2, Joe worked for IBM Global Services, where he held senior-level networking positions; Deloitte Consulting, where he was a Senior Manager and head of the London Networking Practice; and Andersen, where he was a Director and original member of the Bandwidth Trading team.
Manager, Strategic Sourcing IT
Robert Schuler is an IT professional with 30 years’ work experience in the food services, retail, banking, insurance, and utilities industries. Robert holds a computer operations certificate from Triton College. He started his career in 1985 working as a hands-on systems engineer, designing, implementing, and supporting, various local, wide-area networking and file systems. Throughout his career, Robert developed numerous automation systems in Lotus Notes and Microsoft visual basic for applications (VBA) – including coding chess and Sudoku games in MS Excel. Since 2002, Robert is a global contract negotiator working on various technology purchase contracts covering North America, South America, Europe, and the Far East. Robert is an avid reader and is committed to leadership growth. Robert enjoys playing the trumpet and served as principal in the North Shore Chamber Orchestra from 2009 to 2014. Robert is married with four adult children and resides with his wife in the Chicago area.
Robert represents mid-market and large enterprise companies in software license transactions and disputes with major software publishers such as Adobe, IBM, Microsoft, Oracle and SAP. He has defended over 225 software audit matters initiated by software piracy trade groups such as the BSA and SIIA. He is counsel to some of the world’s largest corporations on information technology matters including intellectual property licensing, risk management, data privacy, and outsourcing. Robert ensures that Scott & Scott, LLP continues its focus on cost-effective strategies that deliver positive client results. He is regularly called upon by his peers and the media to share his expertise.
Joani Scott is the Purchasing Manager at Ontario Systems, a leading provider of accounts receivable and revenue cycle management software and solutions, in Muncie, Indiana. In this role, she is responsible for Procurement and Facilities management, reporting to the VP of Administration and Chief People Officer.
Joani earned her BS Degree in Organization Leadership and Supervision from Anderson University and recently received her SPSM (Senior Professional in Supply Management) certification. Most of Joani’s 20 years of experience in the Procurement area comes from the automotive industry where in her role as Director of Forward and Global Indirect sourcing, she developed successful collaborative teams by "inserting" her teams, processes, and practices into the various areas of the organization providing for successful Relationship Management with internal customers as well as Vendors. As Joani continued her leadership role in Procurement, she also enjoyed teaching Logistics, Supply Chain Management, and Introduction to Business at Ivy Tech, in Anderson, IN. This teaching experience allowed her to combine "real life/hands on" experience with the information provided in the educational materials in sharing her passion and knowledge with traditional and non-traditional students.
While in her procurement leadership role at Ontario Systems, Joani has implemented these same assertive practices resulting in a "re-vamped/re-energized" collaborative environment, leading to successful Relationship Management. Joani currently resides in Muncie, Indiana where she enjoys spending time with her family.
Scott Thomas is a technology Contracts Manager at Humana Inc. with experience in IT infrastructure and a passion for creating well-crafted and easily readable contracts. Scott obtained his JD in 2007 from the University of Louisville and transitioned from provider contracts to technology contracts in Humana’s IT procurement organization. Over a period of four years, Scott managed all technology leasing for Humana’s data centers and acted as chief Contracts Manager for tier one vendors, Microsoft, IBM and EMC. Currently, Scott is engaged in several initiatives to increase productivity and engagement of Humana’s contracts team, innovating new processes and procedures.
F. Elgin Ward, Esq.
Elgin is an attorney and ICN senior advisor and instructor, with more than 25 years of experience in high tech deals. Elgin began his legal career as Corporate Counsel for Deseret Generation & Transmission Co-operative, where he negotiated and drafted contracts to purchase software, maintenance, support, and other IT services, IT hardware and related systems and engineering services. In addition, he supervised the establishment and maintenance of purchasing contracting systems. During his tenure at Countrywide Home Loans, Elgin served as Contract Manager, where he negotiated and drafted enterprise-wide, multi-divisional contracts for the purchase of products and services, software and other intellectual property licenses, software development, IT consulting and other professional services agreements, support and maintenance agreements for software and for hardware and telecommunication services agreements. At ICN, Elgin has provided a variety of consulting and training services to numerous clients, and he is well versed in all phases of the IT procurement process. He holds his J.D. from Brigham Young University’s J. Reuben Clark Law School and a B.A. from University of Maryland.
CAUCUS Executive Advisory Committee
Robert Wright is a senior technology Contracts Manager for Humana Inc. In this role, Robert has negotiated hundreds of software license agreements, SaaS agreements, development agreements, and other technology-related contracts with an eye towards managing real risk and maximizing financial savings opportunities. Most recently, Robert has been the lead negotiator for Humana’s Innovation Center in the licensing of emerging technologies from start-ups and young companies. Robert is a licensed attorney having received his JD from the University of Louisville and LL.M. (Master of Laws) in Intellectual Property, Commerce, and Technology from the Franklin Pierce Law Center.
Larry York is a Project Director at TC2 based in Minneapolis, Minnesota. Larry leverages extensive background and skills in client and carrier relationships to achieve optimal results in benchmarking, rate reviews and global procurements. Larry has over 20 years of direct telecommunication experience, and specializes in leading global procurement efforts for fixed line, wireless and managed services. In particular, he has an established reputation across global supplier executives for a collaborative/coaching approach to negotiations.
Larry utilizes insider experience managing large negotiations at two of the three large U.S. suppliers to develop business case support required by account teams to obtain "leading edge" proposal support from supplier executive management. Larry then works with customers to set the stage for successful projects and maximize the ROI for customer negotiations, with particular attention to managing internal and external communications during projects, which many times is the key differentiator between obtaining an average deal and a superior deal.
Among Larry's many achievements, he led strategy development and negotiations for a major RFP worth $250 million, resulting in a major healthcare provider's managed equipment outsourcing agreement with a major carrier. Larry also successfully negotiated a global telecommunications contract for a name-brand consumer products company, providing for risk-free migration to another carrier and saving $30 million over the contract term.
Larry holds a Bachelor of Science in Business Administration from the University of Arizona with a double major in accounting and finance.
Manager of Contracts and Purchasing
National Education Association
Michael Zazaian is the Manager of Contracts and Purchasing for the National Education Association in Washington, D.C. Michael has more than 30 years of contracts and purchasing experience in both the Federal and Commercial Sectors, including significant international contracting experience. Michael has held key positions with several Information Technology and Defense Industry related firms. Prior to his current position at the NEA, Michael served as the Director or Contracts for AonHewitt’s Federal Business Group, Director of Contracts for DoD Contractor Whitney, Bradley and Brown where he designed and implemented a centralized contracting and procurement organization, the Director of Contracts for Oracle Software’s Public Sector Group which included oversight of all Federal as well as State & Local contracting activity, and for eighteen years served as the Manager of IT Contracts and Purchasing for HP. Michael resides in Ashburn, Virginia and is a native of Michigan where he earned his B. A. degree from Wayne State University in Detroit and attended the Thomas M. Cooley Law School in Lansing.