Wednesday, March 16, 2016
CONTRACTING: INCORPORATING BUSINESS INTENT INTO LEGAL PAPER OR TILL DEATH DO US PART!
Wednesday, March 16, 2016
Walgreens Corporate Office | Walgreens University ISM—Chicago, Inc.
6 Parkway North, MS # 9606 | Deerfield, IL 60015 (See map & directions on Page 2)
5:00 to 5:30PM: Registration Hors d'oeuvres & Refreshments
5:30 to 6:00PM: Welcome & WBA Overview Jim Townsend, Vice President, Group Procurement, Walgreens
Walgreens Diversity and Inclusion Overview Steve Pemberton, Vice-President, Diversity and Inclusion, Walgreens & Global Chief Diversity Officer, Walgreens Boots Alliance
6:00 to 6:45PM: Session I TOPIC: CONTRACTING: INCORPORATING BUSINESS INTENT INTO LEGAL PAPER OR TILL DEATH DO US PART! Speakers: Anne Kohler and Dalip Raheja
It is often said that putting the contract together takes far longer than selecting the supplier and finishing negotiations – but it doesn’t have to be that way. Having worked on very large deals (e.g. IT contracts over $100M each), Dalip and Anne will share some of their Best Practices based on extensive experience and research. The intersection of legal and procurement can either add lots of time and effort and delay the deal or in extreme cases stop it from happening altogether. In this session, you will learn how to create synergy and integration between the legal and procurement functions and processes, how to identify the real Stakeholders and their real desired outcomes to generate long term value. You will also learn the criticality of not just focusing on the pre-nuptial (the contract) and prepare for a successful marriage (the relationship). Dinner
7:00 to 8:30PM: Session II TOPIC: INTELLECTUAL PROPERTY RIGHTS IN PROCUREMENT CONTRACTS Speaker: Mark Weis
The intellectual property (IP) license grant, IP indemnification provisions, and limitation of liability clauses in procurement contracts can be intimidating to understand and negotiate. Understanding a few basics, however, can allow supply management professionals to negotiate such provisions with confidence! Having negotiated licensing deals with valuations in excess of $100M, that included global users, both employees and non-employees, Mark will share some of his experiences and the strategies he has developed over the years to ensure such use, access and benefit are not only provided for in the contract, but that such authorized use, and users, are protected from third party claims of IP infringement. In this session you will learn the importance of identifying who will need to use, access and benefit from licensed technology in a procurement contract, as well as the importance of obtaining intellectual property indemnification from the supplier to cover all authorized use, and users. After the session, attendees will have an understanding of the IP license grant, IP indemnification, and the limitation of liability clause as well as and how they affect each other to allow the attendee to draft and negotiate such provisions to protect both the organization and the authorized users. 8:30PM: Adjourn
ABOUT OUR SPEAKERS
ANNE KOHLER - As one of the Founding Partners and Executive Vice President and COO of The Mpower Group, Anne has been leading consulting and financial management organizations for over 30 years. Anne is responsible for overseeing all client engagements and all operations of the firm. Anne has a passion for collaborating and educating her clients while helping them to uncover hidden value in their organizations. She has extensive expertise in Strategic Sourcing, change management, organizational design, supply chain management, ERP, finance, accounting and process reengineering. In addition, Anne has been named by Supply & Demand Chain Executive as a “Top 100 Provider Pro to Know” every year since 2007 and a 2013 Top Female Supply Chain executive.
STEVE PEMBERTON is Vice-President, Diversity and Inclusion for Walgreens Boots Alliance, the first global pharmacy-led, health and wellbeing enterprise in the world, employing 370,000 people in 25 countries. Prior to that he served as Chief Diversity Officer for Walgreens, becoming the first person to hold that position in the historic company’s 114 year history. He is widely considered a subject matter expert on matters of diversity and inclusion and its importance to the sustainability of organizations and the communities they serve. Steve is responsible for overseeing the company’s global efforts to create and maintain a diverse and inclusive environment that reflects the culture, people and perspectives of the nations in which it does business while mirroring its current and future customers and communities. He and his team are specifically focused on the following areas: strategic diversity management, global diversity councils and business resource groups, disability initiatives, supplier diversity and compliance objectives. He has also served as a valued internal consultant to Marketing, Community Affairs, Government Affairs, Legal and Merchandising functions.
DALIP RAHEJA is a recognized thought leader, a frequent contributor to research papers and articles, and a speaker on the topics of Organizational Transformation, Talent Management, Value Creation, Strategic Sourcing, Outsourcing, Offshore Outsourcing, and Change Management. He has frequently contributed to the Sourcing Interest Group, IACCM (and many others) research projects and publications. He has also been an active contributor to many ISM chapters and has frequently presented at many ISM events including the national conference. As President and CEO of The Mpower Group, Dalip has over 30 years of experience managing large organizations and change initiatives. His work with Fortune 500 companies in the U.S. and internationally covers all facets of transformation including organization design, talent development, process and product redesign, technology, contracting and negotiations, relationship management, and risk management. In addition, Dalip has been named by Supply & Demand Chain Executive as a “Top 100 Provider Pro to Know” every year since 2007.
MARK D. WEIS is a seasoned Patent Attorney and expert in intellectual property law and licensing agreements. He brings his intellectual property and licensing knowledge to the corporate classroom in interactive workshops that are easily understandable and provide useful strategies to get deals done in a logical fashion. Mr. Weis has practiced intellectual property, contract and business law for almost 15 years. He has given public and in-house presentations on topics addressing contractual issues in Business, Contract, and Intellectual Property Law. Mr. Weis is a practicing Patent Attorney specializing in the areas of intellectual property, licensing, business contracts, and day to day business/legal matters. He provides contract preparation, review and negotiation for his clients. He has published articles on contract, business, and intellectual property law and has been published in The Corporate Lawyer.
REGISTER TODAY at www.ism-chicago.org. Questions? Call (847) 298-1940
Wednesday, March 16, 2016
Walgreens Corporate Office | Walgreens University ISM—Chicago, Inc.
6 Parkway North, MS # 9606 | Deerfield, IL 60015 (See map & directions on Page 2)
5:00 to 5:30PM: Registration Hors d'oeuvres & Refreshments
5:30 to 6:00PM: Welcome & WBA Overview Jim Townsend, Vice President, Group Procurement, Walgreens
Walgreens Diversity and Inclusion Overview Steve Pemberton, Vice-President, Diversity and Inclusion, Walgreens & Global Chief Diversity Officer, Walgreens Boots Alliance
6:00 to 6:45PM: Session I TOPIC: CONTRACTING: INCORPORATING BUSINESS INTENT INTO LEGAL PAPER OR TILL DEATH DO US PART! Speakers: Anne Kohler and Dalip Raheja
It is often said that putting the contract together takes far longer than selecting the supplier and finishing negotiations – but it doesn’t have to be that way. Having worked on very large deals (e.g. IT contracts over $100M each), Dalip and Anne will share some of their Best Practices based on extensive experience and research. The intersection of legal and procurement can either add lots of time and effort and delay the deal or in extreme cases stop it from happening altogether. In this session, you will learn how to create synergy and integration between the legal and procurement functions and processes, how to identify the real Stakeholders and their real desired outcomes to generate long term value. You will also learn the criticality of not just focusing on the pre-nuptial (the contract) and prepare for a successful marriage (the relationship). Dinner
7:00 to 8:30PM: Session II TOPIC: INTELLECTUAL PROPERTY RIGHTS IN PROCUREMENT CONTRACTS Speaker: Mark Weis
The intellectual property (IP) license grant, IP indemnification provisions, and limitation of liability clauses in procurement contracts can be intimidating to understand and negotiate. Understanding a few basics, however, can allow supply management professionals to negotiate such provisions with confidence! Having negotiated licensing deals with valuations in excess of $100M, that included global users, both employees and non-employees, Mark will share some of his experiences and the strategies he has developed over the years to ensure such use, access and benefit are not only provided for in the contract, but that such authorized use, and users, are protected from third party claims of IP infringement. In this session you will learn the importance of identifying who will need to use, access and benefit from licensed technology in a procurement contract, as well as the importance of obtaining intellectual property indemnification from the supplier to cover all authorized use, and users. After the session, attendees will have an understanding of the IP license grant, IP indemnification, and the limitation of liability clause as well as and how they affect each other to allow the attendee to draft and negotiate such provisions to protect both the organization and the authorized users. 8:30PM: Adjourn
ABOUT OUR SPEAKERS
ANNE KOHLER - As one of the Founding Partners and Executive Vice President and COO of The Mpower Group, Anne has been leading consulting and financial management organizations for over 30 years. Anne is responsible for overseeing all client engagements and all operations of the firm. Anne has a passion for collaborating and educating her clients while helping them to uncover hidden value in their organizations. She has extensive expertise in Strategic Sourcing, change management, organizational design, supply chain management, ERP, finance, accounting and process reengineering. In addition, Anne has been named by Supply & Demand Chain Executive as a “Top 100 Provider Pro to Know” every year since 2007 and a 2013 Top Female Supply Chain executive.
STEVE PEMBERTON is Vice-President, Diversity and Inclusion for Walgreens Boots Alliance, the first global pharmacy-led, health and wellbeing enterprise in the world, employing 370,000 people in 25 countries. Prior to that he served as Chief Diversity Officer for Walgreens, becoming the first person to hold that position in the historic company’s 114 year history. He is widely considered a subject matter expert on matters of diversity and inclusion and its importance to the sustainability of organizations and the communities they serve. Steve is responsible for overseeing the company’s global efforts to create and maintain a diverse and inclusive environment that reflects the culture, people and perspectives of the nations in which it does business while mirroring its current and future customers and communities. He and his team are specifically focused on the following areas: strategic diversity management, global diversity councils and business resource groups, disability initiatives, supplier diversity and compliance objectives. He has also served as a valued internal consultant to Marketing, Community Affairs, Government Affairs, Legal and Merchandising functions.
DALIP RAHEJA is a recognized thought leader, a frequent contributor to research papers and articles, and a speaker on the topics of Organizational Transformation, Talent Management, Value Creation, Strategic Sourcing, Outsourcing, Offshore Outsourcing, and Change Management. He has frequently contributed to the Sourcing Interest Group, IACCM (and many others) research projects and publications. He has also been an active contributor to many ISM chapters and has frequently presented at many ISM events including the national conference. As President and CEO of The Mpower Group, Dalip has over 30 years of experience managing large organizations and change initiatives. His work with Fortune 500 companies in the U.S. and internationally covers all facets of transformation including organization design, talent development, process and product redesign, technology, contracting and negotiations, relationship management, and risk management. In addition, Dalip has been named by Supply & Demand Chain Executive as a “Top 100 Provider Pro to Know” every year since 2007.
MARK D. WEIS is a seasoned Patent Attorney and expert in intellectual property law and licensing agreements. He brings his intellectual property and licensing knowledge to the corporate classroom in interactive workshops that are easily understandable and provide useful strategies to get deals done in a logical fashion. Mr. Weis has practiced intellectual property, contract and business law for almost 15 years. He has given public and in-house presentations on topics addressing contractual issues in Business, Contract, and Intellectual Property Law. Mr. Weis is a practicing Patent Attorney specializing in the areas of intellectual property, licensing, business contracts, and day to day business/legal matters. He provides contract preparation, review and negotiation for his clients. He has published articles on contract, business, and intellectual property law and has been published in The Corporate Lawyer.
REGISTER TODAY at www.ism-chicago.org. Questions? Call (847) 298-1940
