8 – 9 a.m. Registration and Coffee & Pastries

9 – 10 a.m. Keynote: How to Pass Your CFO’s TEM Litmus Test
Ian Murray, VP, Partner Management – Quickcomm

Ian MurrayTransform “inside baseball” TEM stats – like inventory to invoice match rates, average time to pay and average time to resolve disputes – into hard-hitting financial KPIs that have real impact with your CFO. Whether you want to test the value of an existing TEM solution or justify a new one, this insightful keynote session delivers on-target advice to tie your TEM results to your business’ bottom line.

10 – 10:30 a.m. Refreshment Break & Exhibits

Break sponsored by

10:30 – 11:30 a.m. Case Study: TEM RFPs
Steven Martin, IT CFO – Liberty Mutual Insurance Group

Steven MartinGet your TEM RFP right the first time when you tap into the experiences of Steven Martin at Liberty Mutual, whose disciplined strategy helped him strike the right balance between a pure bill-payment service and full-service TEM offering. Steve will share how his RFP narrowed the wide field of TEM vendors down to 3 serious candidates using detailed IT requirements, security questions and more. Replicate Steve’s collaborative approach to implementing best practices and you’ll have the roadmap for an RFP process that delivers proven results.

11:30 a.m. – 12:30 p.m. Case Study:
How FIS’ In-House TEM Solution Put $5 Million Back on the Bottom Line
Dan Coulter, Telecommunications Manager – FIS
Beckah Kennedy, Telecom Network Analyst and TEMS Lead Auditor – FIS

Dan Coulter Beckah Kennedy FIS saved $5 million with its in-house TEM solution in the 2 and half years it has been in place. But those savings came only after a rigorous process that took a hard look under of the hood of each TEM model: in-house, hybrid and outsourced. What works for FIS – with its $150-million-per-year telecom spend and 200 vendors – might not work for you, but you’ll jumpstart your TEM shopping process when Dan Coulter and Beckah Kennedy share the pros and cons of each model and their exclusive checklist of pitfalls to avoid when involving your enterprise’s telecom and financial staff in TEM operations.

12:30 – 2 p.m. Networking Lunch & Exhibits

2 – 3 p.m. Your TEM Contract: Key Ts & Cs
Justin Castillo, Partner – Levine, Blaszak, Block & Boothby

Justin Castillo An ironclad TEM contract is about far more than price, technology and deployment. Your TEM contract must minimize your risks and maximize your gains. On the risk side, you need nondisclosure agreements that won’t tie you or your TEM vendor in knots, and termination rights if your deployment doesn’t reap the expected returns. You also need service level agreements with teeth, solid implementation provisions and rights to ensure that you’re getting your money’s worth from your TEM vendor. Attorney Justin Castillo returns to share his 9-step TEM contract blueprint. Use it and you will be on track for maximizing the value of your relationship with your TEM vendor.

3 – 3:30 p.m. Refreshment Break & Exhibits

Break sponsored by

3:30 – 4:15 p.m.Electronic Telecom Bills:  In Pursuit of Paperless TEM
Robert Lee Harris, President – Communications Advantage Inc.

Robert Lee Harris Large volumes of paper billing are full of errors and tedious to audit, but does that make electronic billing the silver bullet that cures all the problems? Paperless invoicing can greatly enhance the value of a TEM solution if you do it right. But with differences in how vendors present billing data, billing format changes and varying levels of detail on CD, Web and EDI billing, a poorly planned migration to paperless TEM can result in lost visibility to important telecom data and errors (which results in fewer savings opportunities and lost money!). Join Robert Lee Harris as he guides you step by step through the pitfalls you must – and can – avoid when in pursuit of paperless TEM.

4:15 – 5:15 p.m. TEM Vendor Power Panel
Panelists: Kevin Donoghue, President – Telesoft; Jason Fisher Co-Founder & Chief Software Architect – Asentinel; Alan Harlan, President – Symphony SMS; Ravi Padmanabhan, TEM Service Global Leader, Integrated Communications Services – IBM; Rick Valencia, President & CEO – HCL Expense Management Services

Kevin Donoghue
Jason Fisher
Alan Harlan
Ravi Padmanabhan
Rick Valencia

Here’s your chance to tap into the insights and observations of CEOs from top TEM firms as they answer your toughest questions on the telecom procure-to-pay cycle. The vendor power panel is always an SRO event, and this year’s promises to again be one of the most popular sessions of the conference.

5:15 – 7:15 p.m. Networking Reception & Exhibits

Reception sponsored by

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8:15 – 9 a.m. Coffee & Pastries

9 – 9:45 a.m. TEM and Your Telecom Service Provider:
The “Other” Contract
Hank Levine, Partner – Levine, Blaszak, Block & Boothby

Hank LevinCarriers and service providers – for both obvious and not-so-obvious reasons (don’t worry, Hank explains) – are wary of TEM solutions and providers. That’s why it is absolutely critical that you red-line the clauses buried in your carrier’s fine print that hamstring your ability to implement and benefit from a TEM solution. Audit and bill review rights … payment terms ... confidentiality ... cooperation with authorized agents ... NDAs ... and dispute resolution are just a few of the gotchas that can get in the way unless you fix them before you sign your next deal. There are also opportunities to leverage usage data from your TEM system to get better rates. Telecom contract guru Hank Levine explains how to dodge the risks and capitalize on the benefits of TEM in your next carrier contract in this must-attend session.

9:45 – 10:15 a.m. Refreshment Break & Exhibits

Break sponsored by

10:15 – 11:15 a.m. Payment Processing – From Challenges to Solutions
Don Hobbs, Product Director of Telecom Services – Advantage IQ

Don Hobbs Complex allocations, interfacing with multiple service providers and short turnaround times are just some of the challenges associated with payment processing. Does your strategy align with your corporate financial goals? What kind of controls do have in place? Do you have the invoice data to proactively and strategically manage your telecom expenses enterprise-wide? Join Don Hobbs as he walks through some real-world challenges, and solutions you can use to help you find the right line for your enterprise.

11:15 a.m. – 12:15 p.m. A New Look at the Benefits of Chargebacks
Lynne Bowman, Telesoft HP Project Manager – Telesoft

Lynne BowmanThey’re back! Corporate chargebacks fell out of favor as the cost of voice calls plummeted. But now, savvy companies have brought them back with a slight twist – often to great effect and savings. The new angle? Bundle all services into the chargeback with consolidated reporting. The impact and response are amazing. Join our speaker and hear how to implement a global chargeback process that produces big-dollar cost reductions across your enterprise.

12:15 – 1:45 p.m. Networking Lunch & Exhibits

1:45 – 2:45 p.m. Enterprise Power Panel

Pose your questions to a panel of your peers … enterprise telecom pros just like you who have wrestled with the same TEM questions you’re facing. Get their lessons learned, do’s and don’t’s, and words of wisdom when you build on your National Summit experience with this informal Q&A session.

2:45 – 3:15 p.m. Refreshment Break & Exhibits

Break sponsored by

3:15 – 4 p.m. Case Study: Outsource the Help Desk? No, Really,
You Can!
Maurice Greene, Sr. Project Analyst – FannieMae
Dorothy Castille, Manager, Technology Division – FannieMae

Long thought off-limits, the help desk is now fair game for outsourcing, and many TEM providers include help desk services in their product suites. Skyrocketing costs plus more and more complex and varied technology – especially for mobile device support – are the primary drivers. It is not for everybody, but for firms with the right characteristics, it can yield higher service levels and lower costs. In this enlightening case study, our speaker reveals the payoffs his enterprise realized.

4 – 5 p.m. TEM & MDM: The PB&J of Mobility Management?
Julie Palen, Senior Vice President of Mobile Device Management Solutions – Tangoe

Hank Levin Mobile device management systems have evolved in parallel to TEM platforms, but with a slightly different goal: Monitor device usage and alert the end user before things get out of hand. Should your enterprise invest in both MDM and TEM solutions? Can they – and should they – work together? Or can one system alone provide all the benefits? Our speaker shares her cutting-edge integration that yielded big results.

5 p.m. Summit Adjourns


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