Rewatch Video

Chief Procurement Officers Forum Financial Services Brunch
Monday, November 16, 2020 | 12:00pm - 1:30pm ET | Virtual

This CPO Forum, "Supply Chain Impact and Contributions of MBEs During the Pandemic Crisis" shared success stories, articulate the positive impacts minority and diverse suppliers have in helping to meet demands, discuss future procurement processes, and share new strategies for shaping the future domestic and global supply chain.

Agenda

  • 12:00pm ET – Welcome by Susan Au Allen, National President & CEO
  • 12:02pm ET – Welcome & Economic Outlook by Wells Fargo Bank
  • 12:10pm ET – Chief Procurement Officers Forum
  • 1:10pm ET – Q & A (please email your question to [email protected])

Speakers 2020

SA wo USPAACC logo

Susan Au Allen

CEO

USPAACC

Susan Au Allen

CEO
USPAACC

Anthony wilbon

Anthony Wilbon, PhD, PMP

Dean, School of Business

Howard University

Anthony Wilbon, PhD, PMP

Dean, School of Business
Howard University

Dr. Anthony Wilbon's expertise is in strategic technology management. He is also a certified Project Management Professional (PMP). Particular areas of research include technology strategy, quantitative analysis, information technology, and technology innovation and entrepreneurship. Research in sustainable environmental engineering through the integration of social, environmental, and economic considerations into systems design methods has also been explored through funded NOAA research projects. Dr. Wilbon has previously held positions at organizations such as the Board of Governors of the Federal Reserve System and Booz Allen and Hamilton. His professional experience and capabilities extend to business, management, and technology related topics including systems application and technology, production and operations management, project management, systems development life cycle, and research methodology (quantitative and qualitative).

Kevin obrien

Kevin O’Brien

SVP, IT Chief Financial Officer, Chief Procurement Officer

Nationwide

Kevin O’Brien

SVP, IT Chief Financial Officer, Chief Procurement Officer
Nationwide

Kevin G. O’Brien was recently named the SVP, IT Chief Financial Officer, Chief Procurement Officer and the Business Transformation Office Leader. Kevin brings more than 30 years of financial experience and a proven track record of helping businesses achieve their strategic priorities. Kevin’s experience in activating business strategies, contract negotiations, identifying creative and financially sound growth and expansion opportunities, along with his leadership and talent development skills, make him ideally positioned for this role.

Kevin began his career with Nationwide in 1998 and has served in many different roles within Finance including Investor Relations, CFO for Individual Protection, Strategy & Capital Management, CFO for Retirement Plans and most recently leading the Mergers & Acquisitions team. .

Prior to joining Nationwide, Kevin worked at Hartford Life and attained his Certified Public Accountant (CPA) designation while working at KPMG in Springfield, MA.

Kevin earned a Bachelor of Science Degree in Business Management with an Accounting Concentration from Westfield State University. He has four daughters and lives in Westerville with his better half, Denise, where he serves on the Olentangy Local Schools’ Board of Education.

Shannon seery

Shannon Serry

Economist

Wells Fargo’s Corporate and Investment Bank

Shannon Serry

Economist
Wells Fargo’s Corporate and Investment Bank

Shannon Seery is an economist for Wells Fargo’s Corporate and Investment Bank. She provides analysis on the U.S. macro economy, with a special focus on international trade, corporate profits, and consumer spending.

Shannon regularly contributes to the group’s economic commentary and her perspectives have been shared in The Wall Street Journal, Bloomberg News, and on National Public Radio. Her work has also been published in major academic journals. Shannon frequently hosts the group’s Monthly Economic Outlook video and podcasts.

Shannon is based in Charlotte, North Carolina. She joined the economics group in 2017 and graduated from St. John’s University in New York with a B.S. in economics.

Chuck White Nationwide B9540C5830366Cf7E0C177Feac256077

Chuck White

Vice President of Procurement, Nationwide

Chair, CPO Forum & CPO Council

Chuck White

Vice President of Procurement, Nationwide
Chair, CPO Forum & CPO Council

Chief Procurement Officers Forum

Charles White leads the Procurement group at Nationwide covering all source to pay functions, corporate travel, supplier diversity and risk management. Charles has over two decades of experience in diverse sectors including, financial services, high tech, and consumer electronics manufacturing. He has covered a wide range of direct and indirect categories while working for some of the largest companies in the Technology and Financial Services. He recently joined Nationwide in December 2018 from Charles Schwab and prior to that was with Fidelity, Deutsche Bank and Microsoft. He is a US Navy Veteran and former aircraft carrier based jet pilot. He graduated from Oregon State University with a Bachelor of Science in Biology.

Keith Sultana

Keith Sultana

VP, Global Procurement

Ingersoll Rand

Keith Sultana

VP, Global Procurement
Ingersoll Rand

Keith Sultana joined Ingersoll Rand in November 2008 and was appointed Vice President, Global Procurement in January 2015. Ingersoll Rand’s family of brands includes Club Car®, Ingersoll Rand®, Thermo King® and Trane®. Keith’s responsibilities include overseeing a global purchase spend in excess of $7 billion, developing a supplier development team managing 7,000+ direct material suppliers, and leading the company’s Quality Leadership Team. To support the company’s growth and operational excellence strategies, he is currently focused on three key initiatives: new product development, functional expertise, and supplier innovation.

Prior to his appointment to lead Global Procurement, Keith began his Ingersoll Rand career as Vice President, Global Integrated Supply Chain for Industrial Technologies; was then appointed Vice President, Global Integrated Supply Chain for Climate Solutions; and finally appointed Vice President, Integrated Supply Chain for Trane North America and EMEA (Europe, Middle East and Africa). Prior to Ingersoll Rand, Keith was with General Electric for 17 years where he held various operations and distribution roles.

Keith has a bachelor’s degree in mechanical engineering from Michigan State University.

Wassel lewis

Wassel Lewis, Jr.

Vice President, Strategic Sourcing & Procurement

Aflac

Wassel Lewis, Jr.

Vice President, Strategic Sourcing & Procurement
Aflac

Wassel Lewis is vice president of Strategic Sourcing and Procurement and manages approximately $1.2 billion in spend. He is responsible for: Category Management, Strategic Sourcing, Procurement Ops, Procurement Administration, Supplier Relationship Management, Performance Management and Supplier Diversity.

Wassel joined Aflac in 2007 as senior project consultant in the Enterprise Project Office. During his career at Aflac he served in IT-PMO, and Strategic Partnerships before joining Strategic Sourcing and Procurement.

Wassel earned a bachelor’s degree from Howard University and a Master of Business Administration from Southern Methodist University.

Joanna zhong

Joanna Zhong

SVP, Asian Segment Strategy Leader

Wells Fargo

Joanna Zhong

SVP, Asian Segment Strategy Leader
Wells Fargo

Joanna Zhong is Senior Vice President, Asian Segment Strategy Leader at Wells Fargo. In this role, Joanna leads the development of the Asian segment strategy as well as drives cross-segment business strategies that deliver on Wells Fargo Diverse Segments enterprise strategy.

Joanna joined Well Fargo in 2018, bringing more than 14 years of marketing

experience in financial services industry. Prior to joining Wells Faro, Joanna was with Bank of America, where she most recently served as Senior Vice President, Acquisition Marketing

Manager, leading the development of multi-channel acquisition marketing strategies for mass affluent and affluent segments to drive new client growth. Prior to that, Joanna led the national acquisition marketing strategy for Business Banking, where she was responsible for managing the end to end marketing strategies and programs targeting mid-sized businesses with prior experience leading portfolio marketing for small business credit card at Bank of America.

Joanna's background includes extensive domestic and international B2B and B2C experience in strategic planning and activation of integrated marketing programs. Joanna has previously lived and worked in China and Australia, where she held a variety of leadership roles in product management and marketing for various companies.

Joanna has a Master’s in Business Administration from the Australian Graduate School of Management at the University of New South Wales in Sydney, Australia, and her BA from Guangzhou University, China. She is tri-lingual and speaks Mandarin, Cantonese and English.

James Haddow Howard

James Haddow

Adjunct Professor, Center for Excellence in Supply Chain Management

Howard University School of Business Information Systems & Supply Chain Management Department

James Haddow

Adjunct Professor, Center for Excellence in Supply Chain Management
Howard University School of Business Information Systems & Supply Chain Management Department

James Haddow is Director of the Center for Excellence in Supply Chain Management (CESUM) and a professor in the School of Business at Howard University in Washington DC. Currently, Mr. Haddow teaches a range of supply chain management courses to both undergraduate and graduate level students. He also supports students as faculty advisor during supply chain case competitions and participates in various CESCM activities (e.g., SCM Think Tanks, Corporate Advisory Board, Site Visits, Workshops, etc.). Mr. Haddow has made supply chain presentations at ISM, IMC, APICS, PMAC and other Global industry conferences. Mr. Haddow has previously held positions as Director of Global Procurement (Chief Procurement Officer) and a Supply Chain consultant for A.T. Kearney a global consulting firm, Cost and Financial Analyst at the Interstate Commerce Commission and Safeway Stores, Inc. His 30 years of consulting and industry experience encompass global procurement, supply chain management, business planning and commercial business development which provides hands-on teaching examples for his students.

Tanya penny

Tanya Penny

Professor & Executive Director, Howard University School of Business Center for Supply Chain Management; SVP

Ampcus

Tanya Penny

Professor & Executive Director, Howard University School of Business Center for Supply Chain Management; SVP
Ampcus

Tanya Penny is a strategy and finance executive with an extensive track record across critical functions in the Fortune 50 realm. Penny held positions as Chief Procurement Officer at Verizon, with over $35 billion in spend and Senior Vice President of Real Estate, controlling a $2B budget and 3,000+ staff.

As President/CEO of TPW & Associates, a strategy consulting firm advising clients on financial and business performance, Penny continues to design and lead high-impact business transformation projects.

Penny serves on the advisory board of Ampcus, Inc., Ivy Community Charities, and leads the Board of Directors for the Redda Group.

Sponsor

Partnership

The CPO Forum will kick off Unity Week, a celebration of diversity, equity, inclusion, and collaboration among diverse business communities. In 2011, a few organizations came together to form the National Business Inclusion Consortium. USPAACC was there. Today, the top 10 national U.S. diverse business organizations, Disability:IN, National LGBT Chamber of Commerce, NMSDC, NaVOBA, USBC, USHCC, USPAACC, WeCONNECT, WBENC, and WIPP, are the Consortium.