Outsourcing Latest Trends and Developments: Panel Discussion

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March 26, 2013
12:00 pm - 2:00 pm

Osler, Hoskin & Harcourt LLP
1 First Canadian Place, Suite 6300
Toronto, Ontario

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Caroline Booth, Chief Procurement Officer, TD Bank Group

Caroline Booth is the Chief Procurement Officer for TD Bank Group, one of the ten largest banks in North America. She is also the author of the best selling business book ‘Strategic Procurement. Organizing suppliers and supply chains for competitive advantage’. Caroline specializes in procurement transformation – helping organizations to recognize and exploit the real value of third-party expenditure and suppliers’ expertise. Prior to joining TD, Caroline was the Chief Procurement Officer with Lloyds Banking Group, a consultant with Ernst and Young and started her career with Shell.

Daniel Shap, Managing Counsel, CIBC Legal Department

Daniel manages a team of IT contracting lawyers at CIBC that assist in negotiating and drafting procurement agreements relating to a wide variety of deals, including software licensing, hardware acquisitions, telecommunications, professional services, and outsourcing. Daniel also has extensive experience advising on matters relating to technology, e-commerce and Internet law.

Michael Kolm, PwC | Director, Canada ITO Leader, Consulting & Deals

Michael is a Director in the Canadian Consulting practice and leads the IT Outsourcing Advisory practice for Canada. Michael has spent his career assisting companies with Large Technology Transactions, Joint Ventures and 3Ps, Supplier Management, System Selection, Contract Negotiation/Remediation, Transition, and Business Case development. Michael has 14 years of experience in IT Sourcing. Michael also leads the Sourcing Effectiveness Assessment team at PwC. This team provides thought leadership and guidance to PwC clients requiring ongoing or mid-term assessment as well as end-of-term strategies for complex and risky sourcing arrangements. Michael has worked extensively with buyer and supplier clients in a range of sectors including Insurance, Retail, Banking, Technology, Energy, Health Care, Telecommunications and the Public Sector. Michael focuses on Canada, but advises clients around the world on large and complex IT transactions.

Wendy Gross, Partner, Co-Chair of Technology Group, Osler, Hoskin & Harcourt LLP (Program Panel Moderator)

Wendy is a partner at Osler and Co-Chair of the firm’s Technology Group. Wendy specializes in outsourcing and other complex corporate and commercial transactions relating to technology products and services and business processes and related regulatory and other legal issues including the following areas: privacy, data protection, payment systems and networks, cloud computing, OSFI B-10 compliance, offshore and nearshore transactions, e-commerce, social media, anti-spam, consumer protection, public and private procurement, marketing and advertising, and intellectual property protection and licensing. Wendy has extensive experience advising financial services, telecommunications, energy, life sciences, e-commerce companies and retailers in these areas. Wendy is recognized in the 2011 Canadian Legal Lexpert Directory, a guide to the leading law firms and practitioners in Canada, as a leading lawyer in the areas of computer and information technology law and technology, and in the 2011 Lexpert/AmLaw Guide to the Leading 500 Lawyers in Canada in the area of technology transactions. She is also listed in the 2011 edition of Chambers Global: The World’s Leading Lawyers for Business and identified by The Best Lawyers in Canada for 2010 in the area of information technology and is also listed in the field of information technology law and technology law.


Cost for lunch: ten dollars ($10) for members and students, twenty dollars ($20) for non-members, payable at the meeting. Receipts will be available. Cheques should be made payable to the “Toronto Computer Lawyers’ Group”.


REGISTER BEFORE 10:00 a.m. on Monday, March 25, 2013.


Substitutions are permitted anytime. Registrants who do not attend and do not cancel or send a substitute may be invoiced for lunch.


It would be appreciated if you could please circulate this notice to business associates, clients, colleagues or others who may be interested in attending a meeting or joining the TCLG.


If you have any questions you would like the panel to consider please mail them to mwanford@osler.com and we will try and include them in the program.