Advertising Financial Management, West Coast Chapter


The Advertising Financial Management, West Coast Chapter Committee is the "sister" committee of the Advertising Financial Management Committee. It explores efficiencies, cost savings, return on investment and bringing better value to members’ organizations.

This committee helps program the annual ANA Advertising Financial Management Conference, which will occur May 23-26, 2017, in San Diego, CA.

Many members of this committee are active participants in the ANA Procurement Task Force - a group dedicated to elevating the role of marketing procurement. The task force is engaged in mentoring, the development of case studies and white papers that focus on the value and positive contributions of marketing procurement, and a webinar series for marketing procurement professionals.

Committee Chair: Mary Ann Brennan, Senior Director, Global Procurement, Mattel, Inc.

ANA staff managing the Advertising Financial Management Committee, West Coast Chapter are Greg Wright and Crystal Albanese.

This committee was formerly known as the Marketing Financial Management & Procurement Committee.


Discussion Topics

  • Agency compensation
  • Media Transparency
  • Measuring/maximizing ROI
  • Procurement departments: pros and cons
  • Performance monitoring/media auditing
  • Understanding agency overhead
  • Television production costs/costs savings
  • Reverse online auctions
  • Patent Trolls

Leadership Initiatives

How to Sell the Benefits of Marketing Procurement Internally (Presentation)
The ANA's Procurement Task Force, a group dedicated to elevating the role of marketing procurement, compiled this guidance for the marketing procurement professional. Procurement professionals new to marketing procurement will find the most value in this guidance, although it may prove helpful to even the most seasoned marketing procurement professional.

Eliminating Marketing Procurement: An Industry Trend?

A recent advertising industry trade press article reported that a major corporation has eliminated its marketing procurement department, moving the function to brand teams to improve efficiency and effectiveness. ANA reached out to our procurement and financial management community to get perspective.

Patent Infringement Defense Insurance Program
ANA is introducing a program to provide members with focused patent infringement defense insurance protection for marketing and advertising activities. The insurance will permit the insured party to challenge the validity of the patent, or otherwise defend against the assertion, with greatly reduced out-of-pocket expense. Previously ANA released Patent Troll Liability in Client/Agency Contracts and Beware the Patent Troll: Patent Risk in the Advertising Space.

Enhancing Client/Agency Relationships

ANA conducted parallel surveys among ANA members and agencies on issues related to the client/agency relationship. Clients and agencies agree that their client/agency relationships are strong, a long-term client/agency relationship is important, and they trust the other. However, there are pockets of dissatisfaction.

  • Clients and agencies are not in agreement on whether clients provide clear assignment briefings to agencies.
  • Clients and agencies are not in agreement that the client approval process works well. 

Optimizing the Procurement and Marketing Relationship
The overall objective of this research was to examine the relationship between procurement and marketing and the factors that lead to the strongest internal partnerships and business results. Findings indicate that the marketing/procurement relationship may have finally turned the corner and is now on a positive path. That is big news. Both marketing and marketing procurement note improvement in their relationship in the past year, and those levels of improvement are substantial. The research identifies the attributes that correlate to a strong relationship between marketing and procurement as well as tangible steps both can take to enhance that working relationship.

Payment Terms – Current Practices for Marketing Services
This survey research report was initiated due to member interest resulting from news in the advertising/marketing trade press and mainstream business press regarding changes in payment terms being implemented by a handful of companies to some suppliers. The purpose of this survey was to determine if such changes were isolated examples or reflective of a broader trend.

The Rise of the In-House Agency
The penetration and influence of in-house agencies continues to grow. These increases are, in part, a reflection of the economic environment in which corporations have reduced budgets and are being challenged to do more with less. Also, the growth of digital/social/mobile and the need for quicker turnaround for those media has played a role in the increased penetration and responsibilities of in-house agencies. This white paper provides insights into the services that in-house agencies handle, the degree to which external agencies are displaced by in-house agencies, the advantages and disadvantages of in-house agencies, the internal costs to the company of employing in-house agencies, and more.

Elevating the Role of Marketing Procurement
The discipline of marketing procurement has existed in the industry for well over a decade now. Some companies have more mature marketing procurement teams while others are just starting out. Recently, ANA took the pulse of its members to better understand the metrics used to gauge the success of marketing procurement. At many companies, the focus continues to be on cost. But some more enlightened firms are now evolving the conversation to strategic metrics, like driving marketing ROI, process improvement, innovation, and market share Increases. Marketing is an investment to be maximized and not an expense to be minimized and the role of marketing procurement is to help maximize the investment in marketing activities. The ANA white paper, "Elevating the Role of Marketing Procurement" (released in June 2013) helps provide a roadmap for marketers as well as agencies to maximize the contribution of marketing procurement.

name title company
Mary Ann Brennan (Chairperson) Senior Director, Global Procurement Mattel, Inc.
Ehireimen Adeyo Manager, Contracts & Administration Farmers Insurance Group, Inc.
Erik Anderson Sr. Associate - Strategic Sourcing Discover Financial Services, Inc.
Ernest Aquilio Senior Sourcing Specialist Pacific Gas & Electric Co.
Mitch Arends Director, Marketing Services Procurement Kraft Foods Group, Inc.
Tigran Avakian Director, Global Procurement Mattel, Inc.
Tracy Avelar Managing Director, Vendor and Sourcing Management Charles Schwab & Company, Inc.
John Bergman Senior Procurement Manager, Marketing and Advertising Facebook
Jean Bergquist Director, Sourcing Kaiser Permanente
Terri Bookwalter Sr Director Marketing Procurement Microsoft Corporation
Terri Bowers Senior Procurement Manager Microsoft Corporation
Asia Bribiesca-Hedin Manager - Digital Operations City of Hope
Justin Brocato Sr. Manager, Marketing Operations / Global Corporate Marketing & Branding Cisco Systems, Inc.
Michael Campie Sr. Manager TD AMERITRADE Holding Corp.
Nancy Cech Agency Manager Wells Fargo & Co.
Scott Charoenpitaks Manager, Global Marketing Operations Visa Inc.
Kimberly Chastang-Lee Director Global Procurement Mattel, Inc.
Susan Cheng Director, Strategic Sourcing & Procurement Warner Brothers Studios, Inc.
Angela Chim Director, Vendor Management Lending Club Corporation
Kate Corpus Senior Business Leader, Global Marketing Operations Visa Inc.
Annamaria Cotroneo Global Services Program Leader Apple Inc.
Jessica Dey Senior Procurement Analyst Mattel, Inc.
Doug Diamant Marketing Analytics Manager LifeLock, Inc.
Andrea Doughty Senior Buyer Nintendo of America, Inc.
Cindy Elledge Senior Sourcing Specialist, Global Procurement Adobe Systems Incorporated
Jeff Ferrell Sourcing Category Manager Starbucks Corporation
Melinda Fraser Global Strategic Sourcing Manager Intel Corporation
Jennifer Fried Global Director, Strategic Sourcing Activision Blizzard, Inc.
Peter George Manager, Procurement EBay, Inc.
Milda Goodman Assistant Vice President, Advertising and Public Relations Pacific Life Insurance Company
Timothy Graves Sr. Marketing Strategist Pacific Gas & Electric Co.
Monica Green Director- Global Project Services Franklin Templeton Investments
Steve Gregory Senior Sourcing Manager The Clorox Company
Kate Gundlach Roberts Director, Global Creative Services Franklin Templeton Investments
Catherine Haiston Director, Strategic Sourcing - Integrated Media, Creative & Production Gap Inc.
Ramsey Hanna Attorney Reed Smith LLP
Karen Hansen Marketing Sourcing Adobe Systems Incorporated
Jenelle Henry Sourcing Specialist Walt Disney Parks and Resorts
Jennifer Huff Manager Indirect Sourcing The Scotts Company
Antonio Humphreys Senior Manager, Global Procurement Adobe Systems Incorporated
Michael Hung Senior Manager ERM and Compliance EBay, Inc.
Rahul Khanna Head, Global Marketing Negotiations Uber Technologies, Inc.
Nick Kline Strategic Sourcing Manager Toyota Motor Sales U.S.A., Inc.
Kellie Krug Senior Vice President, Enterprise Marketing Services Wells Fargo & Co.
Derick Kurdy Senior Manager - Agency Category Supplier Relationship Management Johnson & Johnson
Karen Lechner Marketing Communications Category Manager • IBM Global Process Services Delivery IBM Corporation
Karen Lichtig Sr Mgr, iM Agency & Knowledge Management Genentech, Inc.
Michele Liddiard Manager, Global Sourcing Paramount Pictures
Lynda Longacre Marketing Finance Manager Toyota Motor Sales U.S.A., Inc.
Nancy Louissaint Sr. Sourcing Manager Gilead Sciences
Eileen Loustau Senior Vice President, Head of Mass Affluent Strategy Bank of the West
Shiena Macasa   Bank of the West
Lianne Maly Marketing Specialist Watkins Wellness
Kelly Mathis Manager, Sourcing Center of Excellence Intuit Inc.
Lori Mercer Global Sourcing Manager Apple Inc.
Gloria Miranda Sourcing Specialist CSAA Insurance Services LLC
Jim Mocci VP BlackRock, Inc.
Jared Montblanc Director of Planning & Insights, North America Microsoft Corporation
Connie Murphree Senior Manager Amgen Inc.
Lonny Nathanson Director Marketing Data & Analytics US Bank
Nancy Newell Global Media Procurement HP Inc.
Shirley Nguyen Vendor and Sourcing Management Charles Schwab & Company, Inc.
Tiffany Nishimori Category Manager, Global Strategic Sourcing Amgen Inc.
Jennifer Noia Procurement Relationship Manager Cisco Systems, Inc.
Andrew Nordyke Procurement Engagement Manager Microsoft Corporation
Nozomi Okabe Executive Director, Strategic Sourcing & Alliances Sony Pictures Entertainment, Inc.
Korina Park Consultant - Marketing Robert Half International
Parima Patel Strategic Sourcing Manager Google (Marketing)
Olga Payne Purchasing Manager Nestlé Business Services
Bruce Peterson Marketing Services Contract Manager Intuit Inc.
Kate Pilecki Manager Universal Orlando Resort
Karin Poe Marketing Operations Manager Cisco Systems, Inc.
Nerissa Read Director, Offline Marketing One Medical Group
Renee Reeves Global Sourcing Manager, Marketing Apple Inc.
Angela Robinson Head of Agency Management in US Commercial Services Genentech, Inc.
Melissa Sassi Senior Marketing Sourcing Manager Microsoft Corporation
Steven Schwartzman Manager, Procurement Mktg & Print Sony Pictures Entertainment - (SS&P)
Keecia Scott Senior Manager, Marketing Operations Gilead Sciences
Ketan Shah Director, Marketing Vendor Management Kaiser Permanente
Mithun Sharma Sr. Director - Strategic Sourcing Gap Inc.
Kate Short Marketing Procurement Group Manager Nestlé USA
Kim Shyu Strategic Sourcing Manager Toyota Motor Sales U.S.A., Inc.
Bob Siegal Director KPMG LLP
Sebastien Slek Executive Director Procurement Global Marketing & Indirect Warner Bros. Entertainment, Inc.
Dana Small Sourcing Manager (Senior PTP Analyst III) Gilead Sciences
Erika Song Head of Marketing Services Category McKesson Corporation
John Stephens Director, Marketing Procurement Microsoft Corporation
Lily Tian Marketing Analytics and Insights Manager One Medical Group
Greg Tonkin Global Commodity Manager Align Technology, Inc.
Lori Ulanoff Digital Center of Excellence, Manager WhiteWave Foods Company
Lisa Valerio Marketing Operations & Change Management Consultant Silicon Valley Bank
Shannon Wicke Corporate Marketing Sr. Financial Analyst Intel Corporation
Ian Williams Senior Director Visa Inc.
Julie Wisnicki Operations & Production Manager Illumina, Inc.
Steve Woodhead Global Manager, Integrated Marketing Chevron Products Company
  • Name

    Mary Ann Brennan (Chairperson)

    Title

    Senior Director, Global Procurement

    COMPANY

    Mattel, Inc.
  • Name

    Ehireimen Adeyo

    Title

    Manager, Contracts & Administration

    COMPANY

    Farmers Insurance Group, Inc.
  • Name

    Erik Anderson

    Title

    Sr. Associate - Strategic Sourcing

    COMPANY

    Discover Financial Services, Inc.
  • Name

    Ernest Aquilio

    Title

    Senior Sourcing Specialist

    COMPANY

    Pacific Gas & Electric Co.
  • Name

    Mitch Arends

    Title

    Director, Marketing Services Procurement

    COMPANY

    Kraft Foods Group, Inc.
  • Name

    Tigran Avakian

    Title

    Director, Global Procurement

    COMPANY

    Mattel, Inc.
  • Name

    Tracy Avelar

    Title

    Managing Director, Vendor and Sourcing Management

    COMPANY

    Charles Schwab & Company, Inc.
  • Name

    John Bergman

    Title

    Senior Procurement Manager, Marketing and Advertising

    COMPANY

    Facebook
  • Name

    Jean Bergquist

    Title

    Director, Sourcing

    COMPANY

    Kaiser Permanente
  • Name

    Terri Bookwalter

    Title

    Sr Director Marketing Procurement

    COMPANY

    Microsoft Corporation
  • Name

    Terri Bowers

    Title

    Senior Procurement Manager

    COMPANY

    Microsoft Corporation
  • Name

    Asia Bribiesca-Hedin

    Title

    Manager - Digital Operations

    COMPANY

    City of Hope
  • Name

    Justin Brocato

    Title

    Sr. Manager, Marketing Operations / Global Corporate Marketing & Branding

    COMPANY

    Cisco Systems, Inc.
  • Name

    Michael Campie

    Title

    Sr. Manager

    COMPANY

    TD AMERITRADE Holding Corp.
  • Name

    Nancy Cech

    Title

    Agency Manager

    COMPANY

    Wells Fargo & Co.
  • Name

    Scott Charoenpitaks

    Title

    Manager, Global Marketing Operations

    COMPANY

    Visa Inc.
  • Name

    Kimberly Chastang-Lee

    Title

    Director Global Procurement

    COMPANY

    Mattel, Inc.
  • Name

    Susan Cheng

    Title

    Director, Strategic Sourcing & Procurement

    COMPANY

    Warner Brothers Studios, Inc.
  • Name

    Angela Chim

    Title

    Director, Vendor Management

    COMPANY

    Lending Club Corporation
  • Name

    Kate Corpus

    Title

    Senior Business Leader, Global Marketing Operations

    COMPANY

    Visa Inc.
  • Name

    Annamaria Cotroneo

    Title

    Global Services Program Leader

    COMPANY

    Apple Inc.
  • Name

    Jessica Dey

    Title

    Senior Procurement Analyst

    COMPANY

    Mattel, Inc.
  • Name

    Doug Diamant

    Title

    Marketing Analytics Manager

    COMPANY

    LifeLock, Inc.
  • Name

    Andrea Doughty

    Title

    Senior Buyer

    COMPANY

    Nintendo of America, Inc.
  • Name

    Cindy Elledge

    Title

    Senior Sourcing Specialist, Global Procurement

    COMPANY

    Adobe Systems Incorporated
  • Name

    Jeff Ferrell

    Title

    Sourcing Category Manager

    COMPANY

    Starbucks Corporation
  • Name

    Melinda Fraser

    Title

    Global Strategic Sourcing Manager

    COMPANY

    Intel Corporation
  • Name

    Jennifer Fried

    Title

    Global Director, Strategic Sourcing

    COMPANY

    Activision Blizzard, Inc.
  • Name

    Peter George

    Title

    Manager, Procurement

    COMPANY

    EBay, Inc.
  • Name

    Milda Goodman

    Title

    Assistant Vice President, Advertising and Public Relations

    COMPANY

    Pacific Life Insurance Company
  • Name

    Timothy Graves

    Title

    Sr. Marketing Strategist

    COMPANY

    Pacific Gas & Electric Co.
  • Name

    Monica Green

    Title

    Director- Global Project Services

    COMPANY

    Franklin Templeton Investments
  • Name

    Steve Gregory

    Title

    Senior Sourcing Manager

    COMPANY

    The Clorox Company
  • Name

    Kate Gundlach Roberts

    Title

    Director, Global Creative Services

    COMPANY

    Franklin Templeton Investments
  • Name

    Catherine Haiston

    Title

    Director, Strategic Sourcing - Integrated Media, Creative & Production

    COMPANY

    Gap Inc.
  • Name

    Ramsey Hanna

    Title

    Attorney

    COMPANY

    Reed Smith LLP
  • Name

    Karen Hansen

    Title

    Marketing Sourcing

    COMPANY

    Adobe Systems Incorporated
  • Name

    Jenelle Henry

    Title

    Sourcing Specialist

    COMPANY

    Walt Disney Parks and Resorts
  • Name

    Jennifer Huff

    Title

    Manager Indirect Sourcing

    COMPANY

    The Scotts Company
  • Name

    Antonio Humphreys

    Title

    Senior Manager, Global Procurement

    COMPANY

    Adobe Systems Incorporated
  • Name

    Michael Hung

    Title

    Senior Manager ERM and Compliance

    COMPANY

    EBay, Inc.
  • Name

    Rahul Khanna

    Title

    Head, Global Marketing Negotiations

    COMPANY

    Uber Technologies, Inc.
  • Name

    Nick Kline

    Title

    Strategic Sourcing Manager

    COMPANY

    Toyota Motor Sales U.S.A., Inc.
  • Name

    Kellie Krug

    Title

    Senior Vice President, Enterprise Marketing Services

    COMPANY

    Wells Fargo & Co.
  • Name

    Derick Kurdy

    Title

    Senior Manager - Agency Category Supplier Relationship Management

    COMPANY

    Johnson & Johnson
  • Name

    Karen Lechner

    Title

    Marketing Communications Category Manager • IBM Global Process Services Delivery

    COMPANY

    IBM Corporation
  • Name

    Karen Lichtig

    Title

    Sr Mgr, iM Agency & Knowledge Management

    COMPANY

    Genentech, Inc.
  • Name

    Michele Liddiard

    Title

    Manager, Global Sourcing

    COMPANY

    Paramount Pictures
  • Name

    Lynda Longacre

    Title

    Marketing Finance Manager

    COMPANY

    Toyota Motor Sales U.S.A., Inc.
  • Name

    Nancy Louissaint

    Title

    Sr. Sourcing Manager

    COMPANY

    Gilead Sciences
  • Name

    Eileen Loustau

    Title

    Senior Vice President, Head of Mass Affluent Strategy

    COMPANY

    Bank of the West
  • Name

    Shiena Macasa

    Title

     

    COMPANY

    Bank of the West
  • Name

    Lianne Maly

    Title

    Marketing Specialist

    COMPANY

    Watkins Wellness
  • Name

    Kelly Mathis

    Title

    Manager, Sourcing Center of Excellence

    COMPANY

    Intuit Inc.
  • Name

    Lori Mercer

    Title

    Global Sourcing Manager

    COMPANY

    Apple Inc.
  • Name

    Gloria Miranda

    Title

    Sourcing Specialist

    COMPANY

    CSAA Insurance Services LLC
  • Name

    Jim Mocci

    Title

    VP

    COMPANY

    BlackRock, Inc.
  • Name

    Jared Montblanc

    Title

    Director of Planning & Insights, North America

    COMPANY

    Microsoft Corporation
  • Name

    Connie Murphree

    Title

    Senior Manager

    COMPANY

    Amgen Inc.
  • Name

    Lonny Nathanson

    Title

    Director Marketing Data & Analytics

    COMPANY

    US Bank
  • Name

    Nancy Newell

    Title

    Global Media Procurement

    COMPANY

    HP Inc.
  • Name

    Shirley Nguyen

    Title

    Vendor and Sourcing Management

    COMPANY

    Charles Schwab & Company, Inc.
  • Name

    Tiffany Nishimori

    Title

    Category Manager, Global Strategic Sourcing

    COMPANY

    Amgen Inc.
  • Name

    Jennifer Noia

    Title

    Procurement Relationship Manager

    COMPANY

    Cisco Systems, Inc.
  • Name

    Andrew Nordyke

    Title

    Procurement Engagement Manager

    COMPANY

    Microsoft Corporation
  • Name

    Nozomi Okabe

    Title

    Executive Director, Strategic Sourcing & Alliances

    COMPANY

    Sony Pictures Entertainment, Inc.
  • Name

    Korina Park

    Title

    Consultant - Marketing

    COMPANY

    Robert Half International
  • Name

    Parima Patel

    Title

    Strategic Sourcing Manager

    COMPANY

    Google (Marketing)
  • Name

    Olga Payne

    Title

    Purchasing Manager

    COMPANY

    Nestlé Business Services
  • Name

    Bruce Peterson

    Title

    Marketing Services Contract Manager

    COMPANY

    Intuit Inc.
  • Name

    Kate Pilecki

    Title

    Manager

    COMPANY

    Universal Orlando Resort
  • Name

    Karin Poe

    Title

    Marketing Operations Manager

    COMPANY

    Cisco Systems, Inc.
  • Name

    Nerissa Read

    Title

    Director, Offline Marketing

    COMPANY

    One Medical Group
  • Name

    Renee Reeves

    Title

    Global Sourcing Manager, Marketing

    COMPANY

    Apple Inc.
  • Name

    Angela Robinson

    Title

    Head of Agency Management in US Commercial Services

    COMPANY

    Genentech, Inc.
  • Name

    Melissa Sassi

    Title

    Senior Marketing Sourcing Manager

    COMPANY

    Microsoft Corporation
  • Name

    Steven Schwartzman

    Title

    Manager, Procurement Mktg & Print

    COMPANY

    Sony Pictures Entertainment - (SS&P)
  • Name

    Keecia Scott

    Title

    Senior Manager, Marketing Operations

    COMPANY

    Gilead Sciences
  • Name

    Ketan Shah

    Title

    Director, Marketing Vendor Management

    COMPANY

    Kaiser Permanente
  • Name

    Mithun Sharma

    Title

    Sr. Director - Strategic Sourcing

    COMPANY

    Gap Inc.
  • Name

    Kate Short

    Title

    Marketing Procurement Group Manager

    COMPANY

    Nestlé USA
  • Name

    Kim Shyu

    Title

    Strategic Sourcing Manager

    COMPANY

    Toyota Motor Sales U.S.A., Inc.
  • Name

    Bob Siegal

    Title

    Director

    COMPANY

    KPMG LLP
  • Name

    Sebastien Slek

    Title

    Executive Director Procurement Global Marketing & Indirect

    COMPANY

    Warner Bros. Entertainment, Inc.
  • Name

    Dana Small

    Title

    Sourcing Manager (Senior PTP Analyst III)

    COMPANY

    Gilead Sciences
  • Name

    Erika Song

    Title

    Head of Marketing Services Category

    COMPANY

    McKesson Corporation
  • Name

    John Stephens

    Title

    Director, Marketing Procurement

    COMPANY

    Microsoft Corporation
  • Name

    Lily Tian

    Title

    Marketing Analytics and Insights Manager

    COMPANY

    One Medical Group
  • Name

    Greg Tonkin

    Title

    Global Commodity Manager

    COMPANY

    Align Technology, Inc.
  • Name

    Lori Ulanoff

    Title

    Digital Center of Excellence, Manager

    COMPANY

    WhiteWave Foods Company
  • Name

    Lisa Valerio

    Title

    Marketing Operations & Change Management Consultant

    COMPANY

    Silicon Valley Bank
  • Name

    Shannon Wicke

    Title

    Corporate Marketing Sr. Financial Analyst

    COMPANY

    Intel Corporation
  • Name

    Ian Williams

    Title

    Senior Director

    COMPANY

    Visa Inc.
  • Name

    Julie Wisnicki

    Title

    Operations & Production Manager

    COMPANY

    Illumina, Inc.
  • Name

    Steve Woodhead

    Title

    Global Manager, Integrated Marketing

    COMPANY

    Chevron Products Company