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Frank
J. Casale
Founder & Chief Executive Officer
The Outsourcing Institute
Mitchell H. Goldstein
Director, Consulting Services
The Outsourcing Institute

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Speaker Submission
Guidelines
This fall’s RoadShow is entitled, New Opportunities, New Challenges where
presenters will examine via a unique, process-centric format, outsourcing’s
innovations and best practices used to minimize risks and maximize short & long
term benefits on new and existing engagements. Presenters will be asked to focus
on:
- Featuring richly developed accounts
of successful outsourcing initiatives
- Surfacing issues that will serve as
a forum for discussion
- Promoting best practices
- Demonstrating the measurable benefits
of this evolving business model
Presenters will be asked
to give their perspective on their very own outsourcing
engagement and to examine the strategic and operational challenges
they faced in the process. Presentations also typically include
some discussion on:
- Strategy: RFP development,
capital structure, transition strategies, planning and
budgeting, resource allocation, performance management,
alliances and partnering, business risk management, governess
and legal issues.
- Operations and the outsourcing
business tool kit: decision-support, process
redesign, program management, infrastructure development,
business process outsourcing, value chain information
integration, and P&L and total financial management.
- Organizational change:
leadership, human capital development and/or redeployment,
knowledge management, and new skills required.
The Outsourcing Institute maintains
a strict presentation topic review policy and reserves the
right to review and approve all presentation topics submitted
by sponsor -recommended companies.
To avoid any undo complexity, please submit the presentation idea in accordance
with the guidelines listed below.
Session Title: Your session title should
clearly convey what the subject matter of the presentation
will be.
Description: Submit a 100-word write-up
that will clearly present what you will be covering during
your session. This should be a thorough overview of your
presentation but does not have to be “finished copy”.
If we approve your session for the program, our copywriters
will rewrite your description into selling copy if necessary.
Guarantee Points: Include three specific
guarantees of what attendees will learn from the presentation.
Speaker Biography: If available, please
include a brief biography of the speaker’s business
experience with special emphasis on experience that would
classify them as an expert in the field of their presentation
subject.
We urge you to submit your idea as soon as possible. We will notify you as
to the status of your request within 7 days of receipt of your submission.
Please submit information to oievents@outsourcing.com
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