Transform 2026: A Private Executive Forum on AI Sourcing, Governance, and Strategic Control

The sourcing landscape has entered a structural shift.
AI is reshaping what enterprises buy, how they buy, how they govern risk, and how they protect data and intellectual property. The provider ecosystem is evolving monthly. Pricing models are shifting in real time. The line between product, service, and digital labor is dissolving.
The opportunity for greater efficiency and cost savings will be historic — but this is the least of it. The bigger picture is transformation.
Transformation of your company. Transformation of your department. Transformation of your career. This is not incremental change. It is strategic repositioning.

Event Agenda
8:30 – 9:00 AM
Networking Breakfast & Arrival
9:00 – 9:15 AM
Welcome & Opening Remarks from Frank Casale, Founder of the AI Sourcing Institute: We Live in Interesting AI Times
9:15 – 9:45 AM
Outsourcing Transformed: Rewriting the Operating Model in the Age of AI by Robert Jakobsze, Global Head of Financial Management Technology at Prudential Financial
9:45 - 10:15 AM
From Savings to Strategy: Rethinking Procurement in the Age of AI by Atul Vashistha, Founder and Chairperson at Neo Group
10:15 - 10:30 AM
Networking Break
10:30 - 11:00 AM
IT Outsourcing Supplier Performance Management and the Power of Blue Optima Performance Metrics – A Practitioner’s Perspective by Rahul Sen, Vice President, Global Outsourcing Management at Wolters Kluwer
11:00 - 11:30 AM
We Didn't Buy Technology. We Bought a Transformation Problem. A conversation with Viren Shah, CIO at AGCO on what separates organizations that are actually transforming from those that are accumulating AI tools.
11:30 AM - 12:00 PM
Open Discussion, Networking, and Closing Remarks

Why This Gathering Matters
TRANSFORM is the inaugural, invitation-only executive forum hosted by the AI Sourcing Institute — created by Frank Casale, Founder of the Outsourcing Institute and the Institute for Robotic Process Automation & AI.
This is a curated room of:

• Chief Procurement Officers
• CIOs
• CTOs
• Senior tech sourcing and AI leaders
  From mid-market and enterprise organizations. Attendance is intentionally limited.
  There are no vendor pitches. No exhibition floor. No sponsored agenda. This is a closed-door, practitioner-only conversation.
  The Real Stakes
  In today’s hyper-evolutionary AI marketplace:
• Vendor risk exposure is expanding
• Cybersecurity threats are increasing
• Data ownership and derivative model rights are becoming more complex
• IP protection is under new scrutiny
• AI governance is moving to the board level
• The build vs. buy equation is shifting monthly
  Sourcing decisions are no longer operational. They are strategic, governance, and career-defining decisions. The leaders in this room will not simply react to these shifts. They will shape how their organizations respond.
  Founding Circle Advantage
  Attendees of TRANSFORM become part of the founding circle of the AI Sourcing Institute.
  They help shape the agenda.
  They influence the direction.
  They define emerging best practices for AI sourcing and governance.
  Participation provides:
• Early intelligence before it becomes mainstream
• Direct access to peer-level decision-makers
• Influence over governance frameworks
• Visibility as a forward-thinking leader
• Alignment with executives navigating the same structural shift
  In rapidly evolving markets, early positioning creates durable advantage.
  Participation
  Participation is by invitation and application only.
  If you are a CPO, CIO, CTO, or senior sourcing executive responsible for AI strategy, vendor governance, and enterprise risk — and you intend to lead through this transformation rather than observe it.
  Request participation. Seats are limited.

Thank you to our hosting sponsor Loeb & Loeb LLP.