March 2, 2017
8:30 am to 6pm


St. Andrew's Club & Conference Centre
150 King St. West, 27th Floor, Toronto, Canada

A Brand New Forum and New Urgency for Better Sourcing Decision-Making

Sourcing Decisions 2017 is a brand new conference designed to meet U.S. and Canadian enterprise leaders where they are today – wrestling with complex issues and varied pressures to align resources so their enterprises can thrive. Sourcing Decisions 2017 is meant specifically for enterprises seeking to increase agility and adaptability by advancing their knowledge in robotics automation, artificial intelligence and newly emerging digital platforms to better engage with customers. In acknowledging the outdated nature of traditional ‘outsourcing’, our forum will spearhead a ‘next-generation’ dialogue on global sourcing by more sharply defining how cloud, global consultancies, business-process and country partners can assist in achieving better outcomes for customers and investors. We also begin 2017 with a new president and a new agenda in the United States, disrupting a series of cornerstone assumptions around the stability of trade and economics between the U.S. and Canada. We will look at how this will manifest across the global services industry. Finally, our conference looks to highlight the momentum of the Greater Toronto Area in achieving global recognition as a technology hub, and how it is positioned to strengthen technology-related partnership development in Latin America and the Caribbean.


Tuck Chapman

President, Ontala & CPO Emeritus

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CEO, Teleperformance Canada

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Chief Operating Officer of Print, Star Media Group

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Douglas A.

Chief Sales and Marketing Officer, Qualfon

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Dr. Ron

Professor, Ryerson University

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Jamaica Trade & Investment Promotion Consul

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Director of Vendor Management for UPS

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Principal, Ryan Strategic Advisory

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Consultant, PwC Canada

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International Trade and Business Consultant

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Director, Sales Customer Contact Centre, ScotiaBank

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Global Head, DigiCX, Growth, Strategy and Marketing HGS

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Chief Data Officer, M&T Bank

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Vice President of Innovation, RBC

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VP of Business Development and Cofounder of Intugo.

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De Borger

Head of Enterprise Supply Chain Canada and Global Supplier Relationship Management, CITI

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Vice President Caribbean Operations, Advantage Communications

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William (Bill)

Vice President Finance Enbridge Gas Distribution

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Sourcing Decisions 2017

8:30 am - 9:00 am

Registration and Networking

9:00 am - 9:15 am

Welcome and Opening Remarks

Kirk Laughlin
Nearshore Americas and Sourcing Decisions 2017

9:15 am - 9:45 am

Leadership Keynote Address: HSBC Canada Chief Economist

David Watt
Chief Economist, HSBC Canada

2017 begins with a new president and a new agenda in the United States, disrupting a series of cornerstone assumptions around the stability of trade and economics between the U.S. and Canada. At the same time, Canada’s ICT focus continues to intensify, helping the country emerge as a destination of choice for more tech startups and globally minded entrepreneurs. How will these forces re-position Canada now and into the future?


9:45 am - 10:45 am

Dollars and Sense: Robotic Process Automation and Artificial Intelligence

Moderator: Linda Tuck Chapman
President, Ontala & CPO Emeritus

In the world of hyper-speed deal making, bona fide game changers like Robotics Process Automation, Artificial Intelligence, and Internet of Things present astounding new opportunities and huge challenges for business leaders, procurement professionals, and risk specialists. During this session, you’ll benefit from lessons learned by some of the best minds in outsourcing and risk management. Our goal is to help you become smarter about how to use these tools to increase efficiency and dramatically reduce the cost of operations, while minimizing exponential levels of risk.

Moderator: Linda Tuck Chapman, President, Ontala & CPO Emeritus

Panel Speakers:

William Ramos, Vice President, Finance and Regulatory, Enbridge

Fabiano Rosa, Consultant, PwC Canada

Ryan De Borger, Head of Citi’s Enterprise Supply Chain (ESC) Canada and Global Supplier Relationship Management

10:45 am - 11:10 am

Networking with Exhibitors

11:15 am - 12:00 pm

Chalk Talk: This is Not Your Grandfather’s Vendor Management Environment

Tim Norton
Founder, VMO Benchmark

Through governance, relationship sensitivity, observation, and selective involvement, the vendor management organization can ensure optimal IT execution and maximized delight with your external resourcing environment. Learn how in this very special interactive session.


12:00 pm - 12:45 pm

The Nearshore Dividend

Moderator: Kirk Laughlin
Managing Director, Nearshore Americas

Many enterprises have had disappointing experience in the traditional offshore outsourcing model. Rising to provide a higher-caliber partner experience is an ‘Americas-centric’ model founded around adaptable talent pools, proximity, cultural alignment, and favorable time zones. But what is the real payoff of going Nearshore, and how does NAFTA, currency, language, geo-politics, and other factors influence the classic geo-driven sourcing decision?

Moderator: Kirk Laughlin, Managing Director, Nearshore Americas

Panel Members:

Arturo Rodriquez, VP of Business Development and Co-Founder, INTUGO

Lynda Arsenault, International Trade and Business Consultant

Ron Babin, Associate Professor in the Rogers School of IT Management, Ryerson University

Michelle Corriols, Consular Agent, PROCOMER (Costa Rica Consulate)

12:50 pm - 1:50 pm


1:50 pm - 2:30 pm

Fireside Chat: Inside RBC’s A.I. Strategy of Tapping Fast-Rising Fintechs

Gabriel Woo
Vice President of Innovation, Royal Bank of Canada

Pursuit by major banks of best-of-breed solutions requires a sharp awareness of the fast-changing fintech landscape. What’s called for are nimble partnerships that capitalize on the cutting-edge of fintech innovation where open-source APIs are rapidly reshaping the adoption of new platforms and standards. Exploring how Royal Bank of Canada (RBC) is driving its artificial intelligence strategy around these new forces is Gabriel Woo, Vice President of Innovation at RBC. Gabriel will discuss how the bank cultivates new partnerships, how procurement is adapting to this new style of relationship, and how banks like RBC are fundamentally re-writing third-party partnerships that care less about massive headcounts, and more about mind-blowing new technologies.


2:30 pm - 3:15 pm

Why Digital is So Critical: It’s About the Customer

Moderator: Peter Ryan
Ryan Strategic Advisory

Delivering a robust digital experience requires a tightly focused understanding of both the customer and the ‘omni-channel’ platforms in which to engage them. How does the emergence of big data and analytics intersect with traditional contact centers? Who wins this battle for customer loyalty using digital tools, and what are the stakes?

Moderator: Peter Ryan, Ryan Strategic Advisory

Panel Speakers:

Sandy MacLeod, Chief Operating Officer, Print, Star Media Group

Chris Lord, Global Head and Founding Leader, HGS DigiCX

Shannon Burch, Head of Contact Center Sales Engagement, ScotiaBank

Terry Rybolt, CEO, Teleperformance Canada

3:15 pm - 3:25 pm

Afternoon Networking

3:25 pm - 4:10 pm

From MoBay to Havana and Bridgetown to Belize City: The Caribbean Basin’s Unique Role in Value Creation

Moderator: Kirk Laughlin
Managing Director, Nearshore Americas

Economic ties between Canada and the Caribbean run deep and continue to provide a host of delivery options in global services. With over C$42 billion in assets held by the three major Canadian banks present in the region (RBC, CIBC, and Scotiabank), Canada has well placed interests that are likely to yield increased knowledge-services investment. Our panel looks to provide a current view into the opportunity, and reveal what’s at stake for leading Caribbean countries.

Moderator: Kirk Laughlin, Managing Director, Nearshore Americas

Panel Speakers:

Christine Werner, VP of Caribbean Operations, Advantage Communications

Vivion Scully, Jamaica Trade & Investment Promotion Consul

Doug Hoffschwelle, Chief Sales and Marketing Officer, Qualfon

4:10 pm - 4:40 pm

Citizen Data Scientists Inside and Outside the Enterprise

Allison Sagraves
Chief Data Officer, M&T Bank

Using big data to solve problems isn’t just a job for researchers and academics – it’s a practice that anyone can learn to cultivate. Allison Sagraves shows not only how to boost the populations of Monarch Butterflies during your coffee break, but also why data science is a fascinating new frontier to harness amazing insights inside and outside the enterprise.


4:40 pm

Raffle Winners Announced and Closing

4:40 pm - 5:30 pm

Sourcing Decisions Exhibitors’ Reception

Toronto, Canada: Key Trends in the Business of Technology, Trade and Knowledge Services

Toronto is the third largest North American Center for technology firms, behind San Francisco and New York, generating $52 billion in revenues annually.

Approximately 80% of firms in the Greater Toronto Area’s tech sector are software and/or services firms.

Toronto’s tech sector supports thriving subsectors: gaming, digital media, enterprise software, data centers, mobile applications, fintech, hardware manufacturing, and telecommunications.

According to the Information and Communications Technology Council, Canada will face a shortage of more than 200,000 information, technology and communications workers by 2020.

The City of Toronto ranks in the Top 10 of most active startup scenes in the world

Canada’s total trade with Latin America and the Caribbean reached over US$ 62 billion last year

Canada is ranked 15th on the World Economic Forum’s competitiveness index.

The Canadian ICT sector is highly dependent on US, importing US$40 billion in goods and services exporting US$15.7 billion around the world in 2015

Sponsors & Partners

In association with:

  • CORE
  • Fonolo
  • Greater Toronto Area Contact Centre Association
  • Intugo
  • Advantage Communications
  • BMP
  • Canadian Advanced Technology Alliance
  • Jampro
  • HGS
  • Teleperformance

Get in touch

For General Information about Sourcing Decisions 2017 reach:
Nichole Bernard, Event Manager, in Toronto 1 (800) 854-8180 ext. 23 nichole@nicholeleeevents.com

To obtain sponsorship and partner information reach:
Kirk Laughlin, Managing Director of Sourcing Decisions kirk@nextcoastmedia.com


Conference Location

St. Andrew’s Club & Conference Centre

150 King St. West, 27th Floor, Toronto, Canada

Additional details

St. Andrew’s Club and Conference Centre is located in the Sun Life Financial Tower at 150 King Street West. This event will take place on the 27th floor. Please key in 27 on the keypad just outside the elevator doors.

Public Transportation:
St. Andrew’s Club & Conference Centre is ideally suited to those wishing to use public transportation.

Although there is no public parking under 150 King Street, there is plenty of surface lots and parking garages nearby.

Directions, Public Transportation and Parking Information can be found here:

Nearby Hotels:

St. Andrew’s is located within 8 minutes of walking distance of some of the city’s top hotels:

Sheraton Centre Toronto Hotel
Hilton Toronto
Shangri-La Hotel Toronto
Fairmont Royal York
One King West Hotel and Residence
Hilton Garden Inn Downtown Toronto