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ISM T&E 2016

March 30-April 1, 2016
Miami, FL

Please Note:

  • Presentations will be posted as we they are received and approved by speaker
  • Larger files will take longer to download.
  • Click on each session to view a copy of the presentation; click on the presenter's name to view their biography.
  • The PDF version of the presentation may vary slightly from the actual presentation.

Wednesday, March 30, 2016

4:00 – 5:30 p.m.

Welcome Reception with Peter Greenberg


Thursday, March 31, 2016


7:00 – 8:30 a.m.

Continental Breakfast


7:00 – 8:30 a.m.

Exhibit Hall Open


8:30 – 9:30 a.m.

Session 1: Welcome: Why Are We Here?
Presented by Frederic Khalil, Former Chief Procurement Officer, Guardian Life; Deb Stanton, Executive Managing Director, CAPS Research and Jay Campbell, Journalist and Co-Founder, The Company Dime


9:30 – 10:30 a.m.

Session 2: Keynote
A multiple Emmy-winning investigative reporter and producer, Peter Greenberg is America’s most recognized, honored and respected front-line travel news journalist. He will share his insights on the business travel landscape, corporate travel policies and duty of care.
Presented by Peter Greenberg, Travel Editor, CBS News


10:30 – 11:00 a.m.

Break and Exhibitor Session


Track Moderators:
Equip: Mark Williams, Partner, GoldSpring Consulting
Empower: David Jonas, Journalist and Co-Founder, The Company Dime
Execute: Jay Campbell, Journalist and Co-Founder, The Company Dime


11:00 a.m. – 12:15 p.m.
Concurrent Sessions


Session 3A (Equip Track): T&E Policy: Implementation and Compliance
Examine the challenges and opportunities in implementing a T&E policy across your entire organization. Policies are put in place to optimize expenses and protect legal liabilities for corporations. But such policies can be ignored for various reasons. Learn new ways to approach this situation to attain a win-win outcome.
Presented by Larry Brody, former CBS and McKinsey Company travel management professional; Carol McDowell, Manager of Corporate Travel Services, Financial Industry Regulatory Authority (FINRA); and Scott Schneider, Senior Global Travel Commodity Manager, Tyco



Session 3B (Empower Track): Methods of Payment
The expanding world of global enterprise and ever advancing technologies create significant challenges for corporations. Acquire insight from executives who continue to meet and exceed these challenges with leading-edge solutions.
Presented by Paulo Fernandes, Head of Commercial Products LAC, MasterCard



Session 3C (Execute Track): Duty of Care
High Risk Travel Presenation
Duty of Care Presentation
Companies around the world are challenged to develop and manage travel programs which generate cost savings, meet traveler expectations and ensure employee safety. This dynamic session will explore how travel procurement and management professionals incorporate duty of care into policies and procedures.
Presented by Brian Bender, Sr. Director, Global Purchasing, J.M. Huber Corporation; and Jorge Gomez, Travel Management Americas, Mondelez Business Services


12:15 – 1:30 p.m.

Lunch and Exhibit Hall Open


1:30 – 2:45 p.m.
Concurrent Sessions

Session 4A (Equip Track): Big Data, Metrics And KPIs
Big data provides significant information. Knowing how to collect it and use it is the trick. In this dynamic session, learn how to leverage travel and expense data to drive compliance, provide key performance indicators and realize bottom-line benefits.
Presented by Matt Marthinson, Vice President of Supply Chain, J.B. Poindexter & Co., Inc., and Mary Alice Hansen, Manager of Travel and Expense, Astellas Pharma



Session 4B (Empower Track): Corporate Legal Liabilities and Risk in Today’s World
This session addresses the legal liabilities when managing corporate travel and entertainment. The lack of a good corporate policy reflecting a proper duty of care can expose a company to legal liability and risk. Ethical policies; management of suppliers and spend; and a framework for contracting for travel and entertainment are covered in this session. Sample language and templates will be given to attendees.
Presented by Mark Grieco, President, Grieco & Scalera, P.A.



Session 4C (Execute Track): TMC RFPs
The travel management company plays a necessary and sometimes critical role. But due to its complexity, visibility and low total cost as a standalone vendor expense (1-3%+ of total travel expense), it represents a high risk and low reward assignment. This session will explore when to renegotiate versus going to bid, what makes a successful TMC RFP process and the top ROI destroyers to avoid. It will include an inside look at the new business/pricing models of TMCs and some contracting strategies to negotiate sustainable and buyer-centric agreements.
Presented by Donald Swartz, Managing Director, CTBR LLC


2:45 – 3:15 p.m.

Break and Exhibit Hall Open


3:15 – 4:30 p.m.
Concurrent Sessions

Session 5A (Equip Track): Business Travel Distribution
Distribution is a fundamental component of any supply chain. In travel, it's extremely complicated. This session will help attendees with the basics of travel distribution and update them on the latest developments. What does it mean for corporations when airlines opt out of paying for distribution? How threatening to consolidated purchasing programs is it when big hotel companies promote their consumer channels? Is expense management software truly "eating" the channel?
Presented by Karen Hatch, Manager Corporate Travel Services, WestRock Company; and Martin Warner, Principal at MW Travel Consultancy



Session 5B (Empower Track): Expense Management
Expense management is a crucial piece to the T&E puzzle. There are many ways to configure systems and processes, including end-to-end solutions from single providers and blended solutions linking tools from more than one provider. Hear an expert practitioner discuss these options and the ways expense management supports audits and fraud detection.
Presented by Sally Abella, Director, Global Corporate Travel, Harman International; and David Jonas, Journalist and Co-Founder, The Company Dime



Session 5C (Execute Track) Value of Experience in Executive Travel
Executives have the daunting task of improving the bottom and top lines year over year. Meeting expectations to keep pace with change, anticipate uncertainties and manage risk on a global scale has never been more challenging. And these valuable individuals are subjected to brutal travel schedules and high-risk environments across the world. Learn what it takes to maximize this experience for both the corporation and individual.
Presented by Tom Barrett, Director of Global Indirect Procurement, Ascend Materials; Tracy Chaplin, Sr. Vice President of Operation Controls and Procurement, Jet Edge International; and Michael Steiner, Executive Vice President, Ovation Travel Group


4:45 – 6:30 p.m.

Networking Reception and Exhibit Hall Open


Friday, April 1


7:00 – 8:30 a.m.

Continental Breakfast  


7:00 – 9:00 a.m.

Exhibit Hall Open


9:00 – 9:15 a.m.

Opening Remarks – Frederic Khalil    


9:15 – 10:30 a.m.

Session 6: T&E Lessons Learned from the CPO: Driving Transformational Change
In this session, Deb Stanton, recent CPO of MasterCard Worldwide, will share her real-world story of driving lasting change and compliance within the T&E category.   Complimenting her lessons learned, this session also showcases a recent T&E survey and important KPIs you can use to benchmark against your own program and practices.
Presented by Deb Stanton, Executive Managing Director, CAPS Research and Geoff Zwemke, Director of Benchmarking, CAPS Research


10:30 – 10:45 a.m.

Break and Exhibit Hall Open


10:45 –11:45 a.m.

Session 7:  Supplier Panel Session: What to Bring to the Negotiation Table
Learn emerging trends and best practices from industry executives in travel management, lodging and air and ground transportation. You will gain global insight on elements to consider when planning future strategic negotiating positions for your enterprise. 
Presented by Michael Brennan, Managing Partner, KesselRun Consulting; Jeffrey Bowman, Regional Vice President, National Car Rental; Maylena Burchfield, Senior VP of Supply Management, ADTRAV; Lourdes Perez, Managing Director, Southern Division, United Airlines; and Sandra Taylor, Director, Worldwide Sales; Best Western International


11:45 a.m. – 12:00 p.m.

Closing Remarks – Frederic Khalil and Deb Stanton


12:00 – 1:30 p.m.

Exhibit Hall Open (optional)


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