Board of Advisors

Everest Research Institute is led by a distinguished group of senior executives and thought leaders in the global outsourcing community who oversee the annual research agenda to ensure that we fully support the business and information needs of our clients.

The Institute’s eight-member Board of Advisors represents different segments of the global outsourcing industry. Members have been carefully selected for their outsourcing leadership and experience as corporate buyers, suppliers, investors, academics and influencers. The Board members meet twice a year and hold conference calls monthly to review research programs and plan new member services.

Rod Bourgeois, Sr. Research Analyst – Tech Services, Sanford C. Bernstein & Co., LLC

Rod Bourgeois covers the computer services and IT consulting industry. He is known for his quarterly tracking of outsourcing industry signings and related trends, as well as for the Black Books he has published on the IT outsourcing, IT consulting, and business process outsourcing markets. Rod’s research quality, industry knowledge, and financial analysis are ranked number one in the IT services industry by the intensive Greenwich survey on Wall Street research, and he was ranked number one in 2004 by the Wall Street Journal for stock-picking in the IT services sector. He earned a BS in Economics/Finance from the Wharton School of the University of Pennsylvania and an MBA from Harvard Business School.

Nick Davies, Associate Vice President, Outsourcing Governance Office, TD Bank, Canada

Nick Davies leads the Outsourcing Governance Office, the Enterprise Vendor and Alliance Management team, and the Enterprise Contract Management team for the bank’s Financial Group. Collectively, his group is responsible for developing and implementing the strategies and operating models required to effectively and efficiently manage suppliers throughout the outsourcing and vendor management lifecycles. During his 22 years with TD Bank, Nick has worked in Commercial Banking, Operations and Human Resources. Nick is a graduate of Sheridan College and the Executive Development Program, Queen’s University.

Mary C. Lacity, Ph.D., Professor MIS, University of Missouri – St. Louis

Mary Lacity holds positions as Professor of Information Systems at the University of Missouri – St. Louis; Research Affiliate at Templeton College, Oxford University; and Doctoral Faculty Advisor at Washington University. She has given executive seminars worldwide and has served as an expert witness for the U.S. Congress. She was the recipient of the 2000 World Outsourcing Achievement Award, sponsored by PricewaterhouseCoopers and Michael Corbett and Associates. She has written five books on outsourcing, and her articles have appeared in such academic and practitioner publications as the Harvard Business Review, Sloan Management Review and MIS Quarterly. She is Senior Editor for MIS Quarterly Executive and U.S. Editor of the Journal of Information Technology.

Caroline Lim, Global Head of Human Resources and Corporate Affairs, PSA, Singapore

Caroline Lim is a member of the Senior Management Council of the PSA Group. In her global HR portfolio, Caroline provides leadership in all HR aspects for PSA’s operations in 11 countries across Europe, India, China, Southeast Asia and Korea. Caroline has more than 20 years of experience in HR management spanning across consulting services, manufacturing and retail services industries. Prior to PSA, Caroline was the Regional Vice President of HR in Cap Gemini Ernst & Young, Asia-Pacific, for eight years. During her tenure, Caroline was responsible for HR teams and infrastructure across 12 countries in Asia-Pacific and was known as the prominent HR Integration Leader for people, processes, practices, policies and systems.

Russell Taruscio, BP, Group Financial Infrastructure, Director Strategy

Russ Taruscio is currently Director of Strategy for BP’s Finance, Control and Accounting (FC&A) Group Financial Infrastructure organization. He is responsible for BP’s global strategy for the delivery of accounting services, as well as the outsourcing commercial arrangements of all accounting and financial systems. In this role, Russ continues to evolve BP’s overall strategic model for outsourcing of FC&A, has directed projects to consolidate and source decentralized in-sourced services, and led the negotiation of significant outsourced commercial arrangements. His leadership was recognized by the Outsourcing Journal’s 2002 Editor’s Choice Awards given to the BP-Accenture partnership. He is well known on the outsourcing speaker circuit globally. Russ is a CPA and holds a BA in Accounting and an MBA.

Rita Terdiman, Founder and Principal, Conscient Partners

Rita Terdiman has held IT positions at a number of companies, including Citicorp, KPMG, American Express and Warner Communications. Rita joined Gartner more than 14 years ago as the first outsourcing analyst and later as the first global sourcing analyst and a leader of their offshore services offering. She has been a regular speaker on global outsourcing, and her research is widely quoted in such leading media as Business Week, New York Times, Investor’s Business Daily, CIO Magazine, Information Week, CNN and CNBC. Rita has been engaged in many sourcing projects with various global corporations in IT Outsourcing. She also has provided strategic and tactical planning assistance to various offshore vendors and countries involved with the global delivery model. Rita earned a BS in Mathematics from Rutgers University and an MS in Electrical Engineering with Honors from Columbia University.