Pillsbury Winthrop by miamichick305


									           You are cordially invited to attend an Executive Workshop on

                  “Offshore Outsourcing in the
                       Insurance Industry”
                                  December 9th, 2003
                                Pillsbury Winthrop LLP
                                1600 Tysons Boulevard
                                    McLean, VA 22102
                       8:30 am – 4:30 pm (with a working lunch)
                      This workshop, sponsored by Pillsbury Winthrop, SourcePoint Partners, Global
                  Equations and Sutherland Group, summarizes significant outsourcing trends, successful
                  strategies and deal structures that are occurring in the insurance industry with a special
                                             emphasis on Offshore Outsourcing.

Attendance is complimentary by invitation only and restricted to
senior Insurance industry executives. Space is limited.
Please RSVP to Corey Garver, Marketing Coordinator,
Pillsbury Winthrop LLP at cgarver@pillsburywinthrop.com or 703-905-2027.

                                          Keynote Speaker:
Dr. Wendell Jones, Senior Advisor, Global Equations – Dr. Jones most recently was CEO of Outsourcing
Advisors International which was affiliated with Michael Corbett & Associates. He is a senior executive with
30 years of management experience in the outsourcing industry. Dr. Jones was formerly the Vice President of
Compaq Computers, where he managed a worldwide outsourcing service delivery with 2,400 IT
professionals. Further, as Senior Vice President of Technology Services at Nasdaq Stock Market, Dr. Jones
managed selective onshore and offshore outsourcing projects. He has also led the evaluation, negotiation,
and management of a US $3-billion, 10-year IT outsourcing agreement at McDonnell Douglas.

Dr. Jones recent clients include Michigan State Housing Development Authority, Parkland Health and
Hospital System, Getty Trust and Museum, ABN AMRO (London), American University, Xerox, and World

Umesh Jain, Partner, SourcePoint Partners. Umesh is an authority in the areas of contact centers, CRM
and domestic and global outsourcing. Over the last 10 years he has helped some of the leading Fortune 100 and
large enterprises in these areas including American Express, ACE Insurance, Paymentech, CheckFree
Corporation, FedEx, among others. He brings experience in setting up outsourcing services through partners in
the U.S., Latin America, India, Philippines and the U.K. He is a frequent conference speaker and a part-time
lecturer at the University of Miami.

Anupam Govil, CEO, Global Equations. Anupam has spent over 14 years in the outsourcing industry in
diverse roles ranging from strategy and technology consulting to venture investments, business development and
executive management. He is the Founder and CEO of Global Equations Inc, a consulting firm providing
strategy, advisory and sourcing services to Global 2000 companies on offshore outsourcing, strategic alliances,
joint ventures and cross-border M&A. He has advised several Offshore BPO and IT Services companies,
developing strategies for US market penetration, strategic investments, M&A and business alliances. Previously,
with 2i Capital and iGate Ventures, he focused on investments in enterprise software and software services

Daniel Lang, Senior Vice President, Global Market Development, Sutherland Group. Dan has
been with Sutherland for over 15 years. He leads the Company's sales, marketing, communications, and client
services organizations, responsible for the strategic planning and ongoing activity for business development.
Dan is chartered to drive new business initiatives and to optimize the retention and growth of Sutherland's
current clients. He has been instrumental in the evolution of Sutherland's business and technology solutions
portfolio. Dan has significant business engineering experience, and an expert understanding of customer
management, business strategy and applied technology. He is a member of the regional Workforce Investment
Board. Prior to joining Sutherland, he worked for the Xerox Corporation in a sales capacity. Dan studied
industrial design at the Rochester Institute of Technology and did graduate work at Syracuse University's School
of Information Systems.

Kinsey Haffner, Partner, Pillsbury Winthrop LLP. For over 25 years Kinsey has advised and represented
corporate and technology clients on the interface between business and technology. He negotiates outsourcing
agreements, contracts and licenses, professional services and other software custom development agreements,
distribution and co-promotion arrangements, hosting arrangements, Web design agreements, ASP contracts, and
OEM manufacturing agreements. He also advises clients on technology related aspects of mergers and
acquisitions, business structuring, licensing and other forms of technology transfers, and protection of
intellectual property and confidential information.

Mark Riedy, Partner, Pillsbury Winthrop LLP. Mark is recognized as one of the nation's foremost
attorneys who represents clients between Asia, and particularly South Asia (e.g., India and Pakistan), and the
United States. In over 24 years of practice, Mr. Riedy has represented both domestic and international clients in
negotiating and drafting outsourcing agreement, project development and debt and equity financing contracts,
and in general corporate (e.g., acquisitions, mergers, private placements, establishment of new entities), tax,
international (e.g., import duty classification/export licensing), regulatory and legislative issues.
SourcePoint Partners, Global Equations, Pillsbury Winthrop LLP and Sutherland Group Executive Workshop Series:
Offshore Outsourcing in the Insurance Industry
This Executive Workshop is a one-day event aimed at providing a snapshot of offshore outsourcing trends, strategies and
deal structures within the industry. The December 9, 2003 workshop will focus on offshore business process outsourcing in
the insurance industry.
This workshop offers senior insurance industry executives an opportunity to participate in in-depth educational sessions and
case studies as well as networking among peers in the industry.

                                           Agenda — Tuesday, December 9, 2003
    8:30 am                  Registration – coffee and breakfast
    9:00 – 9:45 am           Outsourcing in the Insurance Industry: State of the Market
                             Dr. Wendell Jones, an industry veteran will present on the current state of offshore BPO
                             outsourcing in the insurance industry
    9:45 – 10:30 am          Strategic Outsourcing
                             Using the 3C Model from SourcePoint to answer key questions like: When do you need to consider
                             outsourcing your contact center and business processes? How does the outsourcing strategy
                             integrate with the overall strategy of the organization? Is outsourcing financially and strategically
                             viable for my organization? These and other similar questions around the strategic nature of
                             outsourcing will be presented during this session.
    10:30 – 10:45 am         Break
    10:45- 11:45 am          The Sourcing Strategy Roadmap
                             Outsourcing is a complex decision. From the early stages of identifying which functions to
                             outsource all the way to selecting the best partner, transitioning the functions and managing the
                             relationship. This session will focus on ways to streamline and successfully execute the sourcing
                             strategy process.
    11:45 - 12:30 pm         The Legal Side of Outsourcing
                             Outsourcing in itself is a major step for most companies, but when one looks at outsourcing to
                             near-shore and off-shore organizations, the legalities of structuring the relationship become very
                             critical. During this session, top legal experts in the field of outsourcing will provide their insight
                             into the legal issues and considerations around outsourcing.
    12:30 – 1:30 pm          Lunch and open Q&A with speakers and peers
    1:30 - 2:15 pm           The India Option: Executing on the Vision
                             India has emerged as the destination of choice for a number of US and European corporations
                             over the last two decades. This session will focus on helping insurers understand the current
                             landscape of the Indian market along with execution of best practices for outsourcing to India.
    2:15 – 2:30pm            Break
    2:30 – 3:00 pm           Lessons Learned
                             Case studies presenting the key mistakes typically made by companies when pursuing an
                             outsourcing strategy, both in the selection, contract and ongoing management process.
    3:00 – 3:45 pm           Industry Case Study
                             The final session of the day presents a case study on an insurance industry organization and how
                             the company traveled through the Outsourcing Roadmap.
    3:45 – 4:30 pm           Q&A and wrap-up
                                                                mailing label

                                                          December 9th, 2003
                                    Insurance Industry”
                               “Offshore Outsourcing in the
                        You are cordially invited to attend an Executive Workshop on

Sponsoring Organizations
Pillsbury Winthrop LLP is a global law firm, committed to providing superior and distinctive client service through its unique, cross-
disciplinary client team approach. Pillsbury Winthrop’s Outsourcing Practice Team was mobilized to offer our diverse group of clients,
strategic legal advice on outsourcing of their requirements for: procurement, manufacturing and logistics; network and IT infrastructure;
software support, and enterprise application and network management; various financial processes (such as transaction clearing or
settlement); and other business and/or back-office processes. This team is comprised of over 25 attorneys with unique technical and
corporate backgrounds with relevant industry, legal , and regional expertise to support virtually every outsourcing agreement.
Global Equations is an Offshoring Advisory firm providing Strategic Consulting, M&A Advisory, Sourcing and Implementation services to US
companies, service providers and private equity firms. It helps clients leverage Global resources for provision of IT and Business Process
Outsourcing (BPO) services or facilitate execution of inorganic growth or investment strategies. Global Equations' modus operandi is to partner
with its clients in navigating an offshore initiative and assist at all stages within the outsourcing lifecycle. Whether it is an IT outsourcing project
or an offshore BPO initiative, Global Equations can advise on the "right-shoring" strategy, assist in selecting the appropriate vendor or partner
and facilitate in consummating Contracts, Joint Ventures or Acquisitions. By enhancing cost savings, mitigating risk and preserving long-term
objectives, Global Equations can make Strategic Offshoring work! www.globalequations.com
SourcePoint Partners, LLC provides analysis, advisory and transaction services to insurance and financial services companies on
outsourcing decisions and transactions. SourcePoint helps companies navigate the complexity of the outsourcing process, including
appropriate business models, domestic/near shore/offshore opportunities, technology issues, the RFP process, vendor selection,
implementation and ongoing monitoring. SourcePoint's proprietary knowledge-bases and methodologies streamline the process and
enable insurance and financial services companies to make better strategic outsourcing decisions, faster, while increasing the value
received from strategic supplier relationships. www.sourcepointpartners.com
The Sutherland Group, Ltd. is a premier customer management company with 17 years of practitioner heritage in Business Process
Outsourcing. We help Fortune 1000 clients design and build front-office and back-office operations. Sutherland services are tightly integrated.
We offer Process Consulting, Technology Support and Help Desk services, Customer Care and Account Management. Our proven delivery
methodology and operational expertise ensure we consistently meet client business goals. Because of our expertise and industry leadership, we
have built operations for over 100 clients in 17 years. www.suth.com

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