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    September 30 - October 2, 2024 | Dallas, Texas

    EVEREST GROUP ENGAGE

     THANK YOU ATTENDEES & SPONSORS    SEE YOU IN FALL 2025    THANK YOU ATTENDEES & SPONSORS SEE YOU IN FALL 2025  THANK YOU ATTENDEES & SPONSORS    SEE YOU IN FALL 2025 THANK YOU ATTENDEES & SPONSORS    SEE YOU IN FALL 2025 THANK YOU ATTENDEES & SPONSORS SEE YOU IN FALL 2025  THANK YOU ATTENDEES & SPONSORS   SEE YOU IN FALL 2025  

    The Pragmatic Edge: Designing Your Future

    Welcome to the inaugural Everest Group Engage Conference. A problem-solving event from the global research firm well known for its PEAK Matrix® and Pinnacle Model® analyses, which guide global shared services, sourcing, vendor management, and customer experience (CX) leaders to
confident decisions.

    Everest Group is also well known for the depth in which we engage and support our clients from 92 of the world’s 100 largest companies. The conference is designed to be a concentrated, high-impact course in hands-on, outcome-rich engagement between you, our experts, and the key ecosystem influencers who can ensure your success.

    Why Attend

    Technology, the economy, and workplace cultures are creating a dizzying array of fundamental challenges that keep many of today’s business leaders on their heels in reaction mode. This has never been truer for business leaders like you.

    Everest Group Engage addresses these challenges head-on via a unique and deeply engaging experience leveraging the collective energy, insight, and problem-solving focus of our analysts, your teams, and global experts in the ecosystem. 

    Every attendee will identify the leading edge of their own organization’s capabilities and learn specific, practical steps they can take to push the edge of those capabilities further with confidence. 

    You will leave Engage with a plan to identify the most impactful opportunities for your company’s business services, sourcing, and vendor management functions and the steps you can take to confidently seize them.

    What you will learn

    The action-oriented content and networking sessions will blend practical solutions for today’s challenges with a clear spotlight on emerging opportunities, including:

    • Practical uses for AI and emerging technologies to increase output and efficiency in your daily operations
    • The emerging GBS and sourcing operating models that are positively impacting top- and bottom-line
    • Cost optimization and avoidance plans to insulate your operations
    • Tools to engage and clearly align to your CEO’s priorities
    • Aligning resourcing models (humans and technology) with breakthrough practices
    • Managing change and stakeholders
    • Developing your team/organization

    Who Will Attend

    The agenda is optimized for teams of 2-5 leaders from executive and senior roles in global business services (GBS), sourcing, procurement, vendor management, and other shared services leadership functions.

    • C-Suite leaders primarily with titles of COO, CPO, CFO, CIO, CDO, Chief Customer Officer will attend
    • Global and North American heads of GBS, sourcing & vendor management, procurement, and customer service & delivery
    • Practitioners from $1B+ annual revenue financial services & insurance, technology & communications, healthcare & life sciences, manufacturing, consumer packaged goods, commodities, transportation & logistics, and retail

    CONFERENCE CHAIRS

    The conference agenda, facilitated networking, and content experiences 
are led by industry experts.

    speaker image
    AF
    Amy Fong
    Partner, Sourcing and Vendor Management
    Everest Group
    speaker image
    DK
    Deborah Kops
    Executive Advisor
    Everest Group
    speaker image
    RA
    Rohitashwa Aggarwal
    Partner, Global Business Services
    Everest Group

    ADVISORY BOARD

    Global leading voices from across industries and strategic leadership roles provide trusted guidance on the content, programs, and experiences that ensure the value of the conference.

    speaker image
    RB
    Rob Bradford
    Vice President of Global Business Services
    Kimberly-Clark
    speaker image
    SD
    Susanne Dreyer
    Vice President, Global Head of Shell Business Operations
    Shell
    speaker image
    SH
    Shelly Hoover
    Senior Vice President
    Truist Financial Corporation
    speaker image
    KK
    Karen Koch
    Global Service Centers Lead
    Cargill
    speaker image
    SP
    Sarah Pascual
    AVP, Corporate Procurement
    Travelers
    speaker image
    DR
    Doris Raimundi
    Former SVP, Global Support Services, U.S. Bank
    Independent
    speaker image
    RR
    Rodrigo Reygadas
    Head of Novartis Corporate Center Mexico City (NOCC MxC)
    Novartis
    speaker image
    MR
    Mitul Rustagi
    Global Vice President, Finance Centre of Excellence
    Johnson Controls
    speaker image
    KS
    Kent Scott
    General Manager, Customer Experience & Success, Business Operations & Programs
    Microsoft, Corp.

    SEE MORE SPEAKERS

    Speaking Opportunities 2025

    Apply To Speak for 2025

    The agenda for Engage is designed by Everest Group experts and an esteemed Advisory Board of senior global practitioners. Speakers are recruited directly, but if you have a case study or topic that should be considered for the agenda, please apply.

    APPLY TO SPEAK

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