68th Annual Southwest Supply Management

Transcription

I S M ® ’s S o u t h w e s t F o r u m p r e s e n t s i t s
Southwest Forum
68th Annual Southwest Supply
Management Conference
Co-sponsored with the ISM ® Logistics and Transportation Group
Strength of Networking. Power of Knowledge — SWSMC Delivers!
G a l v e s t o n , Te x a s
November 12-14, 2014
•
68th Annual Southwest Supply Management Conference | Galveston, Texas
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Pre-Conference Seminars
Wednesday, November 12, 2014
8:00 a.m. – 5:00 p.m.
Each seminar runs from 8:00 a.m. – 5:00 p.m. Participants who successfully complete one of the pre-conference seminars will receive
7.5 CEHs. They may be applied toward ISM recertification and/or reaccreditation program requirements. (Lunch is included)
Seminar A
Supplier Performance
and Remedies — How
Do I Get My Supplier To
Deliver Quality Goods
and Services On Time?
Speaker: Kenneth D. Martin, JD, CPP, CIPN
This seminar will discuss the legal side of
managing your supplier. Case studies and
examples illustrating the application of the
legal and contractual remedies and techniques for obtaining compliant supplier
performance will be discussed.
The 5 key objectives for attending are to:
• Understand the legal and contractual
performance obligations of suppliers
• Learn the legal and contractual remedies available to buyers
• Learn how to reserve and preserve your
legal and contractual rights
• Learn how to avoid supplier remedies
for buyer breaches
• Discuss practical business solutions and
alternatives
Seminar B
Total Cost Analysis:
Generating Best in
Class Results
Speaker: Omid Ghamami, MBA
Purchasing professionals have been led
to believe that only behavioral influence
strategies are needed for negotiation
success. Nothing could be further from
the truth. The need to have a balanced
approach involving both behavioral negotiation strategies as well as a cost analysis
strategy is taught in this seminar.
You will learn how to:
• Recognize, pursue, track, and report
the various types of cost savings
• Recognize and categorize the various
types of costs when doing cost analysis
• Develop different types of cost models
(must cost, should cost, total cost, and
benchmarking) for pre-negotiations
data analysis
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• Understand how to take costs out of
the supply chain instead of simply
focusing on reducing supplier profit
margins
• Use an analytical approach to determine opening and bottom line positions in negotiations
• Couple these data based strategies
with behavioral negotiation strategies
to drive ultimate influence
Seminar C
Supply Chain Business
Continuity: Plotting a
Course to Manage
Supply Chain Risk
Speaker: Betty Kildow, FBCI, CBCP
A well-monitored supply chain in any
business is key to productivity and profit.
But each link in that chain is its own entity,
subject to its own ups, downs, and business realities. If one falters, every other
link—and the entire chain—becomes
vulnerable. This seminar identifies the
different phases of business continuity
program development and maintenance
as well as how to recognize and mitigate
potential threats, risks, and hazards.
You Will Learn:
• The Business Continuity Planning
Lifecycle
• A phased approach to business
continuity planning
• Basic steps to develop, implement,
and maintain a business continuity
program
• How to identify common continuity
reality gaps
• Questions to ask to verify a supplier’s
continuity and risk management
capability
• Steps to develop supplier partnerships
in managing risk
• How to conduct a supply chain
business continuity review
• Seven exceptionally good business
continuity practices
Workshop Tracks —
(10.5 CEHs)
With 25 concurrent workshops, it
can be overwhelming to plan your
schedule. We’ve included the following reference guide to help you
select workshops. First determine
your general training needs or interests and then identify which track
suits your requirements or mix-andmatch to optimize learning. Transfer
session information below to your
registration form to ensure space is
reserved.
• Track 1 – The Changing
Landscape of Procurement and
Supply Management
• Track 2 – Effective Contracting
Techniques and Negotiation
Strategies
• Track 3 – Savvy Sourcing and
Supplier Relationship
Management
• Track 4 – The Human Side: Talent
Sourcing, Training, Coaching and
Mentoring
• Track 5 – Logistics and
Transportation: Counterparts for
Successful Supply Chains
Join Us For an Educational
and Networking Experience
Keynote Speakers
Thursday, November 13, 2014
Welcome and Opening Keynote Speaker
8:00 a.m. – 9:30 a.m. — 1 CEH
Economics and Supply Chains: a Bright Future
Speaker: Norbert Ore, CPSM, C.P.M.
Norbert Ore, CPSM, C.P.M. is a noted supply management leader whose career has been focused on
value creation in global supply chains. In addition to his supply chain
work, he has found time to be a successful entrepreneur, a spokesperson for a prestigious economic report, an advocate for small
businesses, and a sought after speaker. He’ll share his experiences in
each phase of his career and relate them to the present and future of
supply management. Additionally, he’ll focus on the need for greater
understanding within supply management of the risks associated
with macroeconomics, demographics, and public policy.
General Session (Lunch Included)
11:30 a.m. – 1:00 p.m. — 1 CEH
ISM® Update: What We Are; Where We’re
Headed?
Speaker: Jan Miller, Vice President, Membership,
Institute for Supply Management
Been wondering what your ISM membership can do for you?
Have you been asked, and didn’t quite know how to respond?
Come meet Jan Miller and hear what ISM is doing for you.
Discover the ongoing initiatives as well as those scheduled for
implementation. She will describe how the initiatives will elevate
the perception of supply management and supply management
professionals in the business community. Please join Jan to take
a closer look at how you can take full advantage of the benefits
Using Price Benchmarking and Data Analytics as
an Effective Negotiating Tool
Speaker: Rick McFee, director of supply chain management for Texas Children’s Hospital in Houston,
Texas
The presentation will focus on Texas Children Hospital’s use of
external price benchmarking tools and data analytics to assist
with strategic sourcing and contracting process. Discussion will
focus on the value of knowing your market and your volume in
the negotiation process.
Friday, November 14, 2013
General Session Summary (Breakfast Included)
8:00 a.m. - 9:15 a.m. — 1 CEH
Why Change Management May Be Your
Strongest Asset for Success
Speaker: Mindy Holden Chief Procurement Officer
and Vice President of Real Estate and Accounts
Payable, Direct Energy
Mindy will share her successes and disappointments in her continuing quest to transform the credibility and reputation of these
very important disciplines of the company. She will take you on
the journey to include some on governance, mindset shifts from
savings to value creation, replacing the concepts of customers
with stakeholders, and a few important things not to do.
of your membership in ISM.
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Schedule of Events
Wednesday
November 12, 2014
Thursday
November 13, 2014
Friday
November 14, 2014
Conference Registration
7:00 a.m. – 6:00 p.m.
7:00 a.m. – 3:00 p.m.
7:00 a.m. – 10:00 a.m.
Continental Breakfast
(Pre-Conference Seminar Attendees)
7:00 a.m. – 8:00 a.m.
Continental Breakfast
7:00 a.m. – 8:00 a.m.
General Session Summary
(Breakfast included)
8:00 a.m. - 9:00 a.m.
Pre-Conference Seminar A
8:00 a.m. - 5:00 p.m.
Pre-Conference Seminar B
8:00 a.m. - 5:00 p.m.
Pre-Conference Seminar C
8:00 a.m. - 5:00 p.m.
Lunch
(Pre-Conference Seminar Attendees)
11:30 a.m. – 1:00 p.m.
Golf Tournament (Box lunch included)
Noon – 5:00 p.m.
Networking Mix-n-Mingle
(Pre-Conference Seminar and
Conference Attendees)
5:30 p.m. – 6:30 p.m.
Welcome and Opening Keynote Speaker
8:00 a.m. – 9:30 a.m.
Morning Break
9:30 a.m. – 9:45 a.m.
Workshop Sessions A (Tracks 1-5)
9:45 a.m. – 11:15 a.m.
General Session (lunch included)
11:30 a.m. – 1:00 p.m.
Workshop Sessions D (Tracks 1-5)
9:15 a.m. - 10:30 a.m.
Morning Break
10:30 a.m. – 10:45 a.m.
Workshop Sessions E (Tracks 1-5)
10:45 a.m. - 12:00 p.m.
Workshop Sessions B (Tracks 1-5)
1:15 p.m. – 2:45 p.m.
Exhibit (Move in/Setup)
2:00 p.m. – 4:15 p.m.
Afternoon Break
2:45 p.m. – 3:00 p.m.
Workshop Sessions C (Tracks 1-5)
3:00 p.m. – 4:30 p.m.
Exhibitor Showcase
4:30 p.m. - 6:30 p.m.
Workshop Sessions
Session A — 9:45 a.m. - 11:15 a.m.
Track 1
Value Analysis for Supply Chain Professionals
John Hazard, C.P.M., CPP
In today’s highly competitive marketplace, you must constantly look
for the best price and best value. This workshop shows how value
analysis (VA) can be applied to everyday situations, and will guide
the participants toward innovation, process improvements, standardization and simplification. Real life examples will show how VA can
make the difference in profitability through the reduction of waste,
improved workflow, reduced operating costs, and product improvements for both the organization and the customer.
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Track 2
Straight Talk: Communicating With Honesty and Integrity
Larry Johnson
Let’s face it. Straight, honest, no nonsense communication in organizations today is more rare than common. Whether it’s fear of reprisal,
natural timidity, or not wanting to hurt someone’s feelings, many of
us avoid telling the truth when the truth needs to be told. The same
applies to many of those who work for us. The cost of such reticence
can be high. If managers can’t get honest feedback from their associates, they, like the emperor in the fable of the “Emperor’s New
Clothes,” will make foolish decisions. If associates can’t get honest
feedback from their managers, they don’t improve, and their poor
performance devalues the organization. In this dynamic, fast-moving
and humorous session, learn how to enhance your leadership skills
by establishing a new standard of communication that encourages
honest and candid discussions, frank expression of opinions, and
healthy debate. A standard that does not mince words, insists on
accountability, respects the dignity of others and is guided by a clear
sense of ethic.
Workshops
Track 3
SRM-Supplier Relationships Are Much More Than an Acronym
Mickey North Rizza
This session will introduce a framework from which to build and
manage a supplier relationship management program. SRM — a
process utilized to facilitate supplier’s interactions. This session
focuses on successful supplier relationships, the building of successful relationships and the management and collaboration of supplier relationship programs through the use of case studies of the
good, bad, and ugly supplier relationships.
Track 4
Developing a Roadmap for Mentoring and Coaching in Your
Organization
Ronald P. Emery, C.P.M.
Mentoring and coaching are processes that help your team fulfill
its potential that lead to bottom line results. How does one distinguish personal mentorship from an organizational objective and
apply it personally? How can you take true and tried techniques and
apply them to your organization for success? What are the benefits
of a mentor and coaching relationship? Learn how individuals are
attracted to the individual they perceive to have “the golden keys”
to success. This session provides real life examples, mentoring and
coaching strategy and a checklist that can be implemented
immediately.
Track 5
Negotiating and Understanding Transportation Pricing – It’s
More Than Just Discounts and Fuel Surcharges
George Yarusavage, C.P.M., CTL, CPIM, CISCM
The more you know about your carrier’s cost and pricing practices,
the better you can negotiate a fair price. How do you know if a carrier’s discount gives you favorable, or even fair, net prices? Is that
fuel surcharge also fair—or even accurate? Why is the cost of fuel so
much more important to a truckload carrier than to an LTL carrier or
intermodal provider? Are accessorial charges really the place where
carrier profits are made? In this workshop, explore the answers to
these questions, as well as study the major cost elements, which
support each transportation mode. Learn how and where to find carrier cost information and also which prices are negotiable in today’s
environment and which ones are not. At the end, you will learn how
to protect your company against unfavorable freight rate changes
and emerge with the tools and knowledge needed to deal with carriers in today’s sellers’ market.
Session B — 1:15 p.m. – 2:45 p.m.
Track 1
Scanning the Horizon: The Ongoing Quest to Improve Supply
Risk Management
Betty A. Kildow, FBCI, CBCP
In today’s changing world, it is important to avoid “a check-the-box
and forget it” approach to supply continuity planning. This session
discusses new approaches and tools and encourages continually
improving supply/business continuity planning. This includes identifying supply chain risk outliers, adopting standards and certifications
that address supply risk, and taking a more proactive approach to
the continuity planning process. Discussions will focus on two global
standards, ISO 22301 and ISO 28000. To quote Will Rogers, “Even if
you’re on the right track, you’ll get run over if you just sit there.”
Track 2
Ethics, Compliance and Business Conduct — What Do They Mean
For Me and My Suppliers?
Kenneth Martin JD, CPP, CIPN
Does your organization operate in an ethical, legally compliant,
and professional manner? Does it require suppliers to commit to
your code of ethics and to promote the same high standards in
their supply chains? Since the 1980s, many forces have combined
to bring about a strong focus on ethics, compliance, and business
conduct by virtually every organization. These typically result in a
written policy or code that sets standards for conduct that regulate
business transactions and create mechanisms for addressing violations. This session will cover the purpose and content of ethics policies and codes, commonly encountered ethical dilemmas, the legal
and business consequences of violations, and the applicability of
these standards to your suppliers and the supply chain. The legal
and contractual business standard of “good faith and fair dealing”
will be defined and explained, as well as the role of organizations
such as the Ethics & Compliance Officers Association, the Defense
Industry Initiative, the U.S. Sentencing Commission, and Transparency International.
Track 3
How to Lower Your Equipment Rental Costs by One-ThirdParadigm Shift
Mark Bishop, CPSM and Gordon McDonald
This session explores cost drivers, effective cost reduction techniques, standard tools, cost analysis and other key factors in
implementing an equipment management program. Learn what
techniques are most effective to pull these cost levers and get an
overview of the available technology, from web-based reporting to
ERP integration. Discussion will also include management by exception techniques and a debate on multiple sourcing versus partnering
with a preferred supplier.
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Workshops
Track 4
Building A Profitable Procurement Team — How to Find, Develop,
and Employ the Right People to Make Your Supply Chain Profitable
Dr. Randall M. Mauldin, DBA, CPSM, PMP
Supply chain managers require a diverse team of experts to manage
resources to meet the demands of business. Knowing how to build
a team focused on strategic sourcing gives organizations a competitive advantage and higher profits. To incorporate the diverse
backgrounds into a balanced team focused on long-term success,
you need to manage the five phases of team development. Effective
Team Leaders manage these five phases by being masters of communication and adapting their communication style to the audience
they are speaking to. This session will show you how to develop a
strategic sourcing team, manage the five phases of team development, different communication personas, and how to speak with
your team to achieve results
Track 5
10 Things Every Shipper Needs to Consider Before Hiring a 3PL
Joe Lynch
As 3PLs grow in sophistication and market acceptance, the differences between a great 3PL partner and a poor one have become
more pronounced. It is important to use a structured approach to
selecting a 3PL. In this session, the top 10 criteria for a selecting a
3PL will be reviewed and discussed, including types of 3PL services
and 3PL business models. At the end of this session, you will be
able to select the best 3PL for your company’s needs using a simple
approach that considers the most important 3PL attributes.
Session C — 3:00 p.m. – 4:30 p.m.
Track 1
Trends and Pathways — What’s the Direction of Purchasing for
Local Governments?
Tammy Rimes
Government purchasing is one of the oldest professions. In fact, the
first “purchase order” was issued in biblical times. Discover the interesting history and fun facts of our profession, and then take a bold
leap into the future. National trends in the world of public procurement will be unveiled, as well as real life examples of some innovative programs across the nation being implemented by proactive
procurement teams. Discover what is on the horizon and unleash
your creative ideas to solve old problems with new ideas. Times are
a-changing and the smart professional can learn from the past as
well as learning about what is on the horizon.
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Track 2
Negotiation and Supply Management
Henry Garcia, CPSM, C.P.M., A.P.P.
Opportunities to negotiate arise everyday — at home, at work, when
among friends and colleagues, and even oneself. In other occasions
a negotiation can be very impactful, like purchasing a car or asking a
boss for a raise. However, purchasing and supply management professionals use negotiations in various circumstances from securing
goods and services from suppliers to engaging in Alternate Dispute
Resolution processes. Strong communication and interpersonal skills
are an integral part of your professional skill set, and excellent negotiation skills complement and enhance this skill set. Learn how to
choose between distributive (win-lose) negotiation and integrative
(win-win) negotiation, define measurable and realistic expectations
and evaluate the effectiveness of a negotiation against these expectations, as well as benchmark your negotiation skills to identify key
areas for future development.
Track 3
How to Pass Internal Audits With Flying Colors — Every Time
Omid Ghamami, MBA
All purchasing organizations are subject to internal audit; which
impact all levels of the organization. Have you ever scrambled to
prepare for an internal audit and hoped they wouldn’t find certain
things? Have you had actions forced onto you by the internal audit
organization that were wrong for the business? Learn how to speak
their language and how to shift the conversation to tutorial from
instructional. There is a big caveat though: They will only do this if
you follow the risk assessment and controls methodology taught in
this session. No matter where you are in your career, if your organization conducts internal audits, this workshop will be a great benefit to
you.
Track 4
Zap the Supply Management Generational Gap! Super Strategies to Engage, Hire, Train and Motivate Across the Generational
Spectrum
Larry Johnson and Meagan Johnson
Right now is an exciting time! There are three generations in the
workplace: Baby Boomers–raised during Vietnam, Gen Xers–raised
in single parent homes, and Gen Yers–raised on the internet. Each
generation has been influenced by the major historical events, social
trends, and cultural phenomena of their time (which we call generational signposts). Consequently, each has different values, quality
standards, and attitudes toward customers, co-workers, and job
requirements. This session provides insights and tips on how to vary
your managerial style to bring out the best performance from each
generation.
Workshops
Track 5
Risk Management: Supply Chain and Transportation Risk
Stuart Rosenberg
Risk management is looking for events or issues which could
cause the supply chain any disruptions and coming up with a
plan to minimize and mitigate any loss due to these disruptions.
Potential risks in the transportation and movement of goods are
natural disasters, mechanical failures, or even customs issues. To
help mitigate risk, it is best to have alternate sources of transportation, such as a second source for shipping, along with alternate
routes or methods of transportation. This session will help you
identify and prioritize critical business elements, map your supply
chain to show interdependencies, identify potential failure points,
and determine if it is necessary to utilize risk managers to audit
the various supply chain components.
Session D — 9:15 a.m. - 10:30 a.m.
Track 1
Time to Tune the Engine: A Look Under the Hood of High
Performance Organizations
Mickey North Rizza
High-performance organizations consistently outperform competitors and realize bottom-line impact from their human capital
functions. As Michael Hammer said “the best-designed process
has no chance of survival when people aren’t aligned around the
process and its goals.” High performance organizations align
around common goals like gears in an engine. Let’s look under
the hood of high performing organizations, share common missteps and innovative techniques and provide insights to tune
your own business to a high performing organization. Takeaways
include the Ten Attributes of High Performance Organizations and
case studies from low to high performance.
Track 2
Managing Fraud Risks in Procurement and Contracting
John Hall, CPA
All business entities have fraud risks – exposures in procurement
and contracting often top the list of what can go wrong! Among
these risks is the possibility that others will take unfair advantage
of the buyer-seller relationship, entice employees into questionable practices, and commit wrongful acts or outright fraud. This
session addresses fraud risks inherent in procurement and contracting, and will present solutions for managers interested in
guarding their organizations against the costs and other negative
consequences of misconduct and fraud. Case examples will highlight what can go wrong, and what participants can do about it in
their own organizations.
Track 3
Price Indexing — How To Use the BLS Website to Calculate
Your Price Adjustment
Jim Haining, CPSM, CPSD, C.P.M., A.P.P.
Learn why price indexing is important, how to select the correct
price index, and learn how to use the U.S. Bureau of Labor Statistics (BLS) website to calculate your price adjustment. Want the
best prices in your contracts from day one? Confused by price
indexes and which one to use? At price adjustment time, not sure
the supplier is asking for a fair reasonable price adjustment? You
will learn to use price index numbers to make the price adjustments necessary to analyze price and cost information collected
over time. In this session, attendees will take away sample price
adjustment language to help develop their own contract language and easy to follow instructions to determine price index
changes using the BLS website.
Track 4
GEN-Y Now: How It Changes Your Workplace and Why It
Requires a New Leadership Style
Rita Cardenas, C.P.M., A.P.P, CPCP, CTM
There are over 80 million millennials and they are transforming
the modern workforce. They bring advanced degrees, technical
skills, diversity, and consumer experience — all of which your
organization can benefit from. Due to the shrinking labor pool,
the high cost of replacing workers, and the negative impact of
losing knowledge capital, it is imperative that you have a strategy
to keep the talented Gen Y employee, as well as a strategy to
effectively compete for every new Gen Y employee that you will
need to bring on board. In this session, you will learn about Gen
Y, understand their six key skills, and how to interview them. As a
result, you will increase your millennial organizational awareness
and learn why your leadership style needs to change as it pertains
to this generation.
Track 5
How Transportation Trends are Influencing Shipper Choices in
Today’s Marketplace
Ronald P. Emery, C.P.M.
Effective transportation management is a key contributor to
today’s supply chain organizations’ bottom line. With the focus
on lower inventories and forecasting issues—along with changing
customer demands and expectations, transportation and logistics
is now playing a key role within your operation. Therefore, developing a strategic approach to transportation management is key
with answers to the following questions. What is Transportation
Management Systems (TMS) and when might that make sense to
look at and deploy? What are the options available? How might
we look for outsourcing help and what can be most effective solution for our organization? How do you provide enough flexibility
in your supply chain to satisfy stakeholders’ needs? What tools are
available to help us make the right decisions at optimum cost?
In this session, learn how an effective TMS — people, process,
and technology — can be combined into an effective strategic
transportation solution for your organization by use of a useful
checklist.
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Workshops
Session E — 10:45 a.m. - 12:00 p.m.
Track 1
How To Build A Culture Of Employee Accountability
Larry Johnson
Learn how to instill in employees a sense of ownership for their
jobs and strategy for creating a culture of accountability and
responsibility. Do some of your employees see what needs to
be done and take responsibility to do it while others either don’t
see it or do see it and choose to not to act? Do some of your
employees accept blame for their mistakes while others always try
to blame others? Do some employees learn from their mistakes
and improve, while others seem to never learn? If you answered
yes to any of these questions, this session will give you the tools
and insights to turn these situations around.
Track 2
How to Write Performance Agreements that Improve Supplier
Results and TCO
Omid Ghamami, MBA
Purchasing professionals often follow the practice of adding SOW
and specification terms to their standard goods and services
contract, then negotiate any supplier changes, and submit it to
the legal department as required; and consider the end result
a good contract. However, the standard contract is designed to
buy goods and services when what you want to be buying is performance results. A legal department approved contract may in
fact still provide endless headaches for purchasing professionals
because they are mostly looking for things that have little or no
bearing on performance results. In this session, you will learn the
difference between buying goods and services versus buying performance results; and which clauses are targets for being modified to enable this transition, as well as in what ways you should
modify them. The takeaway is you can lessen your time allocation
to your contracted suppliers while generating better results, at
the same time, by using the techniques taught.
Track 3
Strategic Sourcing Planning — How to Develop a Strategic
Plan that Transforms Your Supply Chain From Tactical
Transactions to Strategic Sourcing
Dr. Randall M. Mauldin, DBA, CPSM, PMP
Track 4
Learn What Drives You and Get Others to Ride Along
Anne McGurty
Research shows that the most successful people share the
common trait of self-awareness. They recognize the situations that
will make them successful, and this makes it easy for them to find
ways of achieving objectives that fit their behavioral style. They
also understand their limitations and where they are not effective
and this helps them understand where not to go or how not to
be as well. Those who understand their natural behavioral preferences are far more likely to pursue the right opportunities, in the
right way and right time to get the results they desire. If you want
to understand the true holdbacks to your achieving success and
how to align with your unique style faculties for not only great
outcomes but a life of achievement, this session is for you. In this
session you’ll take an assessment to find out your natural behavioral style and personality type along with individual coaching. A
$250 value is yours free for attending this session.
Track 5
Contracting for Transportation and Logistics Management
Services: What Could Possibly Go Wrong?
George Yarusavage, C.P.M., CTL, CPIM, CISCM
Kenneth D. Martin, J.D., CPP, CIPN
This session will open with a review of the differences between
contracts for goods vs. contracts for services. Transportation expert
George and legal contracts expert Ken — will offer insights with
emphasis on the special elements and contract provisions peculiar
to transportation and logistics management services. They will then
examine what constitutes breach of contract, when service failures
become partial or full breaches, and which remedies are available
and appropriate in today’s transportation marketplace. This session will be advice on how to proactively avoid or mitigate service
failures which could lead to breaches. Next, you will look at specific
areas of concern with carriers including: assignment of contracts,
bankruptcy and the definition of temporary inability to perform.
Other takeaways include discussion and guidance on tactical transportation failures and how to avoid them (or mitigate their effects)
and carriers turning down load assignments at the last minute.
Supply Chain Leaders must transform from a focus on tactical
transactions to strategic sourcing because businesses that manage
their supply chain are 73% more profitable. You will learn a process that ensures your team considers all factors. Planning is not
enough; execution is what counts. In order to execute the plan,
we will discuss how to develop management tools that measure
results and tell us when to take action. Even with a good plan and
effective management tools, you need deliberate communication
to build consensus and achieve buy-in from your organization. This
session will show you the communication strategies needed to
get resources from executives, support from other business units,
and buy-in from your suppliers so they know exactly what to do in
order to maintain their successful relationship with you.
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Registration Form
Register by October 29, 2014 (Registrations received after this date will be processed on-site.)
68th Annual Southwest Supply Management Conference | Galveston, Texas | November 12-14, 2014
(One Conference Registrant per Registration Form)
Last Name:__________________________________ First Name:__________________________________________ q CPSM
(As you want it to appear on your name badge)
q CPSD q C.P.M. q A.P.P.
(check if applicable)
Company Name_________________________________________________________________________________________ Address Type: q Home q Work
Street Address________________________________________________ City_______________________________ State ____________ Zip_________________
Phone Number:_______________________________________________________ Email Address: _________________________________________________
Member ID:_______________________
qC
heck here if this is the first time attending the Southwest Supply Management
Conference.
q Check here if you require special services or if you have special dietary needs.
Market Code:_____________________
Workshop
Sessions
q Check here if you do not want your name given to participating suppliers.
Details _____________________________________________________________
Session A — 9:45 a.m.-11:15 a.m.
Session B — 1:15 p.m.-2:45 p.m.
Session C — 3:00 p.m.-4:30 p.m.
q A1 q A2 q A3 q A4 q A5
q B1 q B2 q B3 q B4 q B5
q C1 q C2 q C3 q C4 q C5
Session D — 9:15 a.m.-10:30 a.m.
Session E — 10:45 a.m.-12:00 p.m.
q D1 q D2 q D3 q D4 q D5
q E1 q E2 q E3 q E4 q E5
Full Registration: Thursday and Friday (includes all workshop sessions, mix-n-mingle networking reception, meals and exhibitor showcase)
q ISM Members US$499*
q Non Member US$599*
q Students US$250
Early Bird Discount – Register by October 10, 2014 and receive US$100 off the registration fee (does not apply to student rate).
*Team Discount — Register three or more individuals at the same time by mail or fax for a US$20 discount for each registrant. Mailed registrations
must be sent in the same envelope. (Does not apply to student rate).
One Day Registration: Thursday or Friday (includes workshop sessions for the day, exhibitor showcase [Thursday only], meals for the day)
Check which day you are attending
q Thursday
q ISM Members US$329
q Friday
q Non Member US$399
q Students US$150
Pre-Conference Seminars — Wednesday, November 12, 2014 (includes lunch)
Session A, B or C q A
qB
q C
q ISM Member US$249
q Non Member US$349
Guest Meals and Individual Tickets
q US$15 M
ix-N-Mingle Networking
Reception
q US$15 Continental Breakfast
q US$35 General Session Lunch q US$25 Exhibitor Showcase
q US$15 General Session Breakfast
Golf Tournament – Wednesday, November 12 – Use Separate Registration Form
Register Online at www.ism.ws/education/SWSMCGolfForm.cfm
TOTAL FEES:
Exhibit Registration – Thursday, November 13 – Use Separate Registration Form
Register Online at www.ism.ws/education/SWPCExhibitForm.cfm
Conference Registration Fee US$_________
Conference Team Discount* US$_________
Register Online at: www.ism.ws/education/swsmcregform.cfm
Pre-Conference Seminar Subtotal US$_________
Mail to: ISM SWSMC 2014, 2055 E. Centennial Circle, Tempe, AZ 85284 Attn: Kara Buckley
Guest Meals/Extra Ticket Subtotal US$_________
ISM Contact: Kara Buckley at [email protected] or phone at 800/888-6276 or 480/752-6276,
extension 3072 or Fax: 480/752-7890
Total Fees to be Paid: US$_________
Method of Payment: (U.S. Funds Only) Check is enclosed for US$_____________ Check Number: _____________ (Make check payable to: ISM SWSMC)
Credit Card: q Am Ex q VISA q MasterCard q Diners Club Credit Card Number:___________________________________________________
CVN #:__________________ Expiration Date: _______________ _Amount to be charged:____________________________ Tax ID: #13-5265940
Name of Cardholder: _________________________________________
Cardholder Signature:________________________________________
9
Conference Registration Information
68th Annual Southwest Supply Management Conference • The San Luis Resort, Spa & Conference
Center — 5222 Seawall Boulevard • Galveston, Texas • November 12-14, 2014
Please review the following information to avoid delays in processing
your registration.
Pre-Conference Seminar (Wednesday, November 12) includes:
• Seminar A, B or C
• Continental Breakfast
• Lunch for pre-conference seminar attendees who attend the
all-day session.
• Networking Mix-n-Mingle Reception
Conference Orientation — First-time Attendees
(Wednesday, November 12)
Two-Day Conference (Thursday and Friday) includes:
• Networking Mix-n-Mingle Reception (Wednesday evening)
• 1 Continental Breakfast
• 2 General Sessions with Keynote Speakers (Breakfast and Lunch
included)
• 5 Workshop Sessions
• Morning and Afternoon Breaks
• Exhibitor Showcase
Continuing Education Hours
A maximum total of 10.5 Continuing Education Hours (CEHs) may
be earned by attending five (5) workshop sessions and three (3)
general sessions. A documentation form will be included in the
registration packet.
Guest Ticket Purchases
If you are bringing a guest to the conference, you can purchase a
ticket for each meal, the mix-n-mingle networking reception and
the exhibitor showcase. Please refer to the Conference Registration form for ticket prices. Please plan ahead, there will only be a
limited number of tickets for sale at the registration desk. (Food
and beverage guarantees require adherence to posted ticket sales
cut-off times. Tickets will not be sold after the cut-off time.)
Registration Fees
For registration fees, please see the enclosed registration form or
go online to www.ism.ws/education/swsmcregform.cfm.
Team Discount (Conference)
Register three or more individuals at the same time by mail or
fax for a US$20 discount for each registrant. Mailed registrations
must be sent together in the same envelope. (Does not apply to
student rate.)
How to Register
ISM accepts Visa, MasterCard, American Express and Diners Club.
Registrations received after October 29, 2014 will be processed
on site at the conference. Purchase orders are not recognized as
full payment. Conference registration will be open Wednesday,
November 12 through Friday, November 14, 2014.
10
Online registration —
www.ism.ws/education/swsmcregform.cfm. (Non-members must
create a new account or log into their existing account to register.)
Fax
480/752-7890
Email
[email protected].
Mail
ISM SWSMC 2014, 2055 East Centennial Circle, Tempe, AZ 85284
Cancellation and Refund Policy
Notification of your cancellation must be received in writing. Cancellations received up to the day prior to the program are subject
to a $250 cancellation charge. No refunds once the program has
begun. Registrants who fail to attend a program are not entitled
to a refund. ISM must be contacted within 30 days of the program
completion in order for a refund to be considered. ISM reserves
the right to substitute instructors. If the program is not held for
any reason, ISM’s liability is limited to the program fee.
For questions regarding registration, contact Kara Buckley at
ISM at 800/888-6276 or 480/752-6276, extension 3072 or email
[email protected]. Visit the ISM Southwest Forum website for
complete SWSMC information at www.ismswscf.org.
Photo Release
From time to time, photographs of participants may be used in
promotional material. By virtue of your attendance, you agree to
the use of your likeness in such materials.
HOTEL
The San Luis Resort, Spa & Conference Center
5222 Seawall Boulevard
Galveston, TX 77551
800/445-0090
www.sanluisresort.com/
The San Luis Resort, Spa & Conference Center, a 30-acre year-round
beachfront hotel and spa resort property on beautiful Galveston
Island, Texas. Recipient of the AAA Four Diamond Award® since
2000, The San Luis Resort offers the perfect Galveston hotel and
resort experience with lavish accommodations, breathtaking Gulf
views and personalized service. The Strand Historic District features renowned shopping and delicious cuisine as well as a bevy of
museums highlighting Galveston’s vibrant history.
The resort is located on Galveston’s historic Seawall Boulevard,
directly across from the beach and the Gulf of Mexico, and it’s only
minutes from Interstate 45. The resort is less than an hour’s drive
from Houston (William P. Hobby Airport), three hours from Austin
and five hours from Dallas/Ft. Worth.
Conference Registration Information
Hotel Room Rate
Single or Double — US$159.00 (plus applicable taxes and other
standard charges). This rate is available through October 11,
2014. Reservation requests received after 5:00 p.m. (local time at
the hotel) on the due date will be accepted on a space and rate
available basis.
Conference registration does not include hotel accommodations.
Conference attendees are responsible for making their hotel reservations by calling 800/392-5937. When making your reservation,
inform the hotel that the reservation is for the “Institute for Supply
Management.” Please be aware that a one-night deposit will be
required. You may cancel hotel reservations up to 72-hours prior
to arrival without penalty.
Special Needs
If you have special dietary needs or require any special services or
auxiliary aids in accordance with the Americans with Disabilities
Act, please contact the hotel.
Driving to Hotel/Parking
The San Luis Resort Spa & Conference Center on Galveston Island
is less than an hour drive from Houston, three hours from Austin
and five hours from the Dallas/Ft. Worth area. From Houston: Take
Interstate 45 South to Galveston. Take the 61st Street exit and
turn right (south). Stay on 61st Street to Seawall Boulevard. Turn
left (east) at Seawall Boulevard. The San Luis Resort is located past
53rd Street and Seawall Boulevard on the left (north) side. SelfParking Facilities (Complimentary)
Airports
William P. Hobby Airport (recommended)
George Bush Intercontinental Airport
Ground Transportation from Airports
Galveston Limousine Service
www.galvestonlimousineservice.com
800-640-4826
11
About Our Speakers
MARK BISHOP, CPSM is the director of Managed Services at
United Rentals where his department develops and supports
industry-leading web-based and mobile technology to help customers more effectively manage equipment rentals, and achieve
significant reductions in rental cost through better management
of planning, execution, and process optimization. Bishop’s current
role includes development, sales and marketing, and serving as a
subject matter expert. He obtained his MBA in supply chain management from the University of Houston in 2005, and CPSM designation in 2009. Bishop’s undergraduate degree is in mathematics.
Prior to coming to United Rentals in 2010, he served in several
procurement roles in Shell Oil Company, including procurement
manager for Maintenance Services, procurement process improvement manager, and procurement manager for Car Care consumer
products. Mark is a past president of NAPM― Bay Area (2009-2011).
RITA CARDENAS, C.P.M., A.P.P, CPCP, CTM is the vice president,
senior relationship manager with BMO Financial Group, Treasury
& Payment Solutions managing strategic and global corporate
card commercial accounts since 2001. Prior to joining BMO, she
was a commodity manager for Compaq Computer Corporation
overseeing implementation of direct ship programs and subcontract manufacturing. She also spent 10 years as the purchasing
manager for the University of Texas M.D. Anderson Cancer Center.
Cardenas is a long-time member of ISM, previously serving on
the Board of Directors of ISM, director of the Southwest Supply
Chain Forum, and chair of the Minority Business Group. She is a
member of the National Association of Purchasing Card Professionals, serving on The Global Advisory Committee as well as a
CPCP (Certified Purchasing Card Professional). Cardenas holds a
lifetime C.P.M. and an A.P.P. certification. She is a Certified Toastmaster (CTM), holding a BS from Stephen F. Austin University and
an executive MBA from Houston Baptist University.
RON EMERY, C.P.M. has had a distinguished career encompassing
all components of the supply chain as a senior executive with a
diverse background in materials management, strategy formulation, logistics, customer service, fulfillment, global strategic supply
chain, procurement, sales and operational planning, project management and engineering. Emery runs an active consulting organization focused on process and supply chain optimization as well as
a manufacturer’s representative’s agency that focuses on process
technologies that can dramatically improve your business. His line
experiences of more than 20 years include an executive position as
vice president global supply chain and chief procurement officer
for a $2 billion manufacturer of diversified manufactured goods;
vice president global sourcing for a $2.5 billion global manufacturer of mining equipment; and as director global commodity
management for a major manufacturer in the EMS space. With
broad experience in consulting, Emery holds a Master’s degree in
materials management and has completed some work toward a
Ph.D. in management.
HENRY GARCIA, CPSM, C.P.M., A.P.P. is an experienced university instructor and a veteran trainer in various areas of purchasing
and supply management as well as finance and project management- related subjects. Prior to founding Asentrene in 2003, a
minority-owned consulting and training firm, Garcia had more
than 40 years of business experience. For his last two assignments,
he was the director of materials management and, subsequently,
12
the director of administration for Southwest Research Institute, an
independent, nonprofit, applied engineering and physical sciences
research and development organization serving public and private
sector clients. Garcia is past president of the National Purchasing
Institute, Inc., the Institute for Supply Management—San Antonio,
Inc., and the Alamo-PMI, the local chapter of the Project Management Institute. He has served as director for the National Association of Purchasing Managers (now ISM®) and was the national
chairman for the State and Local Buyers Group, the Federal Acquisition and Subcontract Management Group, and the Certification
Committee. The National Purchasing Institute, Inc. presented to
Garcia the Special Award for Outstanding Service. At the local, district, and national levels of the National Association of Purchasing
Managers (now ISM®), he received the Conway L. Holmes and
James H. Liberman Awards, the Harold M. Cosgrove Outstanding
Purchasing Management Award, and the President’s Award and the
J. Shipman Gold Medal, respectively.
OMID GHAMAMI, MBA is president and chief consultant, Purchasing Advantage and an adjunct professor of purchasing at
Folsom Lake College, CA. Ghamami has 17 years’ experience at
Intel Corp, holding responsibility for $750 million in annual expenditures as a senior purchasing manager, and also holding responsibility for global purchasing operations. He has broad experience
in negotiations, total cost analysis, supply chain management, purchasing contract law, purchasing operations management, development and management of purchasing policies and procedures,
controls and risk management, selection and wide scale deployment of purchasing systems/tools, mergers and acquisitions integration, and purchasing strategy mapping and execution. Author
of Purchasing Advantage–Running a World Class Purchasing
Organization and numerous ISM publications, Ghamami holds
an MBA from the University of California and has taught courses,
workshops, and seminars in 10 different countries.
JIM HAINING, CPSM, CPSD, C.P.M., A.P.P. has more than 27
years’ experience in supply management in both the public and
private sectors. He is employed by Clark County Nevada in Las
Vegas, Nevada. Former employers include Sprint, Sierra Pacific
Power Company and Insituform Technologies. He is also president
of JDH Management, a supply chain management firm. Haining
has been a workshop presenter for several years at the ISM International Supply Management Conference, ISM Southwest Forum’s
Supply Management Conference and the ISM Indirect/Services
Conference. He received his BS from Brigham Young University
and MBA from University of Phoenix. Haining was one of the first
supply management professionals to received ISM’s Certified Professional in Supply Management (CPSM) and Certified Professional
in Supplier Diversity (CPSD) designations. He holds a Lifetime Certified Purchasing Manager (C.P.M.) and A.P.P. certification. Haining
has taught as an adjunct professor at Truckee Meadows Community College in Reno, Nevada.
JOHN HALL, CPA — After a successful business career–including
many years with two of the Big Four accounting firms and a Fortune
25 corporation, Hall launched his training and consulting business
in 1990. Hall is the founder and president of Hall Consulting, Inc.
and the author of The Anti-Fraud Toolkit and the award-winning
book Do What You Can! Simple Steps–Extraordinary Results. Hall
specializes in skills training programs and conference presentations
About Our Speakers
for management groups, government and internal auditors, CPAs,
and professional associations. He has 35 years of experience as a
consultant, speaker, auditor and business owner. A highly respected
speaker, author, and consultant; he also coaches business and audit
professionals. He has worked in public accounting and internal
auditing senior leadership positions, and Fortune 100 corporate
management positions. Hall is a member of the National Speakers
Association, the American Institute of CPAs, and the Institute of
Internal Auditors.
JOHN HAZARD, C.P.M., CPP is an educator, practitioner and
consultant specializing in the training of supply chain professionals. He started his material management career at Texas
Instruments and moved to Dell Computer when it was still a
start-up company. Hazard has a unique knowledge as a result
of his wide range of experience, going from a large global firm
to a very small company that had an exceptional growth rate,
which became a large, very profitable and extremely high volume
firm. He has negotiated many multi-million dollar contracts at
both firms. He has been an Instructor for Nahabit & Associates,
Inc. since 1999 teaching a wide range of subjects in purchasing
and supply chain management. His expertise is in the areas of
mechanical and electronic parts and assemblies with a broad
range of experience in supply chain management for both
domestic and international suppliers. Hazard is a graduate of the
University of Southern Mississippi and holds a Bachelor of Science
Degree in business administration and finance.
MINDY HOLDEN is Green Belt and DFSS certified. She is the
chief procurement officer and vice president real estate accounts
payable for Direct Energy which she joined in 2012. In this role,
Holden is responsible for direct and indirect spending for all thirdparty (non-commodity) procurement as well as policy, compliance,
reporting, etc. She and her team also manage the real estate
portfolio and strategy for Direct Energy. Holden recently assumed
responsibilities for accounts payable where she is focused on
integrating leading practices in this function. Prior to joining
Direct Energy, she was responsible for category and supplier
management for the Tennessee Valley Authority where she led a
team to create a leading practice category management model.
They were responsible for developing long-term strategies, management of the supply base including risk mitigation, ongoing
improvement in cost, demand management, and supplier management. Holden holds a Bachelor of Science degree in business
management from the University of Maryland where she graduated magna cum laude.
LARRY JOHNSON has been President of the Johnson Training
Group for 26 years and holds an MA in counseling psychology
from Northern Arizona University. Additionally, he has eight years
of experience as a manager in health care and three years as a
manager in city government. Johnson has helped organizations
build more productive and profitable working cultures through the
development of strong leaders and dedicated employees. He is
the co-author of the highly acclaimed, top-selling business ethics
book Absolute Honesty: Building a Corporate Culture That Values
Straight Talk and Rewards Integrity and the landmark guide to managing inter-generational conflict Generations Inc., From Boomers to
Linksters, Managing the Friction Between Generations at Work. He
has also written more than 60 articles, published in recognized busiNovember 12-14, 2014
ness and association journals. Johnson has received rave reviews
from more than 150,000 professionals around the world because
of his down-to-earth, humor-packed delivery style. All this gives
Johnson the respect and credibility audiences require.
MEAGAN JOHNSON is a partner in the Johnson Training Group
who holds a BS in business from Arizona State University. Johnson
is the co-author of the bestselling book Generations Inc., From
Boomers to Linksters, Managing the Friction Between Generations
at Work. She is the de-facto expert when it comes to navigating the
maze of generational quandaries’ every organization faces. Quoted
by the Chicago Tribune, CNNMoney.com and US News & World
Report, she has been heard on ABC Talk Live, NPR and profiled
on Conde’ Nast’s Portfolio.com. She has become the go to expert
for all things generational. Known as the generational humorist,
Johnson has entertained and educated thousands of audience
members from all around the globe. Amongst her many satisfied
clients are the Rocky Mountain Government Purchasing Association, the National Association of Educational Buyers, Dairy Queen,
Burger King, Cadillac, American Express, Harley-Davidson, Monster.com, and the CIA.
BETTY KILDOW, FBCI, CBCP is a principal of Kildow Consulting
where widely diverse companies and organizations benefit from
her expertise and real-world, tailored approach to addressing the
challenges in developing and maintaining a high level of risk management capability for more than 20 years. A certified business
continuity professional (CBCP) with the Disaster Recovery Institute
International since 1998, she was named a Fellow of the Business Continuity Institute (FBCI) in 2002. Kildow is an ISO 22301
and ISO 28000 certified implementer, auditor, and trainer and an
adjunct professor at the Massachusetts Maritime Academy. Kildow
is a strong proponent of including the supply chain in continuity
planning and is the author of A Supply Chain Management Guide
to Business Continuity published by AMACOM. She is a member
of the Business Continuity Journal’s Peer Review Panel and past
board member of the Institute for Supply Chain Management Risk
Management Group. She is a graduate with distinction of the University of California, Berkeley’s Emergency Preparedness, Planning
and Management graduate program.
JOE LYNCH is the business development executive at E.L. Hollingsworth & Co., which specializes in the truckload, LTL and
expedites markets and has its own warehouses, FTZs, and a full
service brokerage. Prior to that, Lynch was the GM and COO of
Rock Solid Business Solutions a third party logistics provider. He
has also led a supply chain consultancy, which focused on the
automotive sector. Lynch began his career in automotive and held
a variety of positions in engineering, product development, program management, procurement and consulting. He is an experienced operations & supply chain consultant who has led a variety
of engagements including: value stream mapping, lean product
development, supplier development, module strategy, and quality
improvement. Lynch has facilitated hundreds of workshops in
the U.S., Canada, Europe, and Asia. He conducts webinars every
month and is a popular speaker at logistics and supply chain
conferences. Lynch shares his insights on his blog, “The Logistics
of Logistics,” which is recognized as one of the top logistics and
supply chain blogs. He has a BBA from Cleary University and a MA
from the University of Michigan.
13
About Our Speakers
KENNETH D. MARTIN, J.D., CPP, CIPN has more than 40 years
of experience as a legal and business manager and advisor
regarding all aspects of government and commercial contracts,
domestic and international purchase transactions, and other business agreements. He is a graduate of the University of Pittsburgh
and the Duquesne University School of Law. He is an executive
consultant with CATTAN Services Group and achieved practical
and substantive acquisition expertise as Vice President, Contracts
and Compliance and as Director, Contracts and Counsel for Hamilton Sundstrand Corporation (a subsidiary of United Technologies
Corporation) and as Aerospace Counsel for Sundstrand Corporation, where he provided legal support and business advice
to business operations. Previously, he served as Manager, legal
and data administration, Sundstrand; Division Counsel, Morton
Thiokol, Inc.; chief, Adversary Proceedings Div. and contracts
attorney-advisor, U.S. Army CECOM; general counsel, U.S. Navy
MSCLANT; chief counsel, U.S. Army CORADCOM; and counsel,
TRW, Inc.
Dr. RANDALL MAULDIN, DBA, CPSM, PMP - As a dynamic and
analytical leader equipped with more than 20 years of combined
success within various capacities as an entrepreneurial consultant
and in the United States Marine Corps, Mauldin has provided
executive guidance and strategic direction in operations, supply
chain management, program management, and logistics. He is
an award winning published self-starter with experience building
and leading effective multi-disciplinary teams to execute strategy
and accomplish organizational goals. Mauldin is president and
founder of Jack Quinn Solutions, LLC, a management consultation
firm involved in providing objective advice, expertise and specialist skills with the aim of creating value, maximizing growth, and
improving the business performance of clients. Mauldin founded
the Certified Professional in Supply Management® (CPSM®) Boot
Camp for candidates seeking the certified professional in supply
management certification provided by the Institute of Supply Management. Attendees of this course come from such companies as
AARP, Rockline Industries, Harley Davidson, Miller Coors, BrownForman, Johnson Controls, and ITT.
GORDON MCDONALD - In 2012, following the merger of RSC
Equipment Rental with United Rentals, McDonald became the
vice president of managed services at United Rentals. His more
than 30 years’ experience with industrial tool rental and supply
operations include 15 years with RSC and 23 years with Industrial Air Tool, an RSC acquisition. While with RSC, he served in
field and corporate management positions, including regional
manager for industrial on-site operations, and director of managed services, and was instrumental in advancing the company’s
software applications design. In 2008, he was appointed RSC vice
president of managed services. McDonald is the inventor of Total
Control, a proprietary web-based software designed to help clients use technological advancements to more effectively manage
the equipment and tool rental process, resulting in substantial
cost savings. This product is currently used by more than a hundred Fortune 500 customers in the manufacturing, chemicals and
petroleum industries.
RICHARD (RICK) MCFEE is director of supply chain management
for Texas Children’s Hospital in Houston, Texas. McFee has more
than 38 years of hospital purchasing and supply chain experience.
14
Prior to Texas Children’s Hospital, he was with the University of
Texas Medical Branch (UTMB) in Galveston for more than 24 years
most recently serving as their associate vice president for operations, where he was responsible for support services including
logistics and purchasing, food services, environmental services,
patient transportation, records management, and biomedical
engineering. He also served UTMB as assistant vice president for
operations and executive director and as director of materials
management. McFee has served previously as director of materials management for both Georgetown University Hospital and
the Southern Maryland Hospital Center. He holds a Bachelor of
Science Degree from Frostburg State University and is a licensed
paramedic.
ANNE MCGURTY started her own corporate consulting business,
Strategize & Organize after years in the corporate world working
with Merrill Lynch, MetLife, Encoda Systems, Message Media
(aka Double Click), and Neiman Marcus. McGurty is the CEO
and founder and a pioneer in the Organization and Productivity
industry and has enjoyed many successes over her 20 years of
experience in procurement: saving over $1 million for a software
company in four months, increasing productivity for Denver Water
by 100% for 20 key staff members, and coaching the CEO of US
Oncology who was responsible for a staff of 200. She works with
clients globally, virtually and in person and offers do-it-yourself
learning programs as well as custom private coaching to fit your
needs. McGurty graduated from Katharine Gibbs School and the
University of Phoenix with a Bachelor of Science in information
systems. McGurty’s corporate background, combined with her
experience as a professional business process consultant, keynote
speaker and trainer brings actionable techniques and tools to the
table.
JAN MILLER is an ISM® vice president, responsible for membership and for affiliate, Group and Forum support. Her area has principal responsibility for all assistance provided to, organizational
training tools provided for, and serving as the primary liaison
between ISM’s affiliates, Groups and Forums. Miller serves as staff
contact for the Affiliate, Groups and Forums Relationship Committee, and the Leadership Training Workshop Committee. Miller
is responsible for coordinating all aspects of the ISM LeadershipTraining Program annually, including planning training content.
Her responsibilities also include member benefits and oversight
of the Journal of Supply Chain Management. She is a frequent
and popular speaker for ISM affiliates and the Annual Southwest
Supply Management Conference.
MICKEY NORTH RIZZA is a game-changing leader delivering
shareholder value. She was recently recognized as one of the top
female supply chain leaders. North Rizza currently works for BravoSolution as vice president strategic services where she assists
clients in the navigation of their journey to supply management
excellence. Prior to her current position, North Rizza spent seven
years as a leading and award winning supply chain analyst for
Gartner and AMR Research. North Rizza’s 22 years of practitioner
supply chain heritage provided the bases for her successes to
date. She was vice president of global supply base management
for ModusLink Corporation; director of procurement for Modus
Media; materials manager for M/A COM a Tyco Company; purchasing manager for Advanced TechCom Inc., Innova
About Our Speakers
Corporation and Motorola Mobile Data Corporation; and buyer
for LTV Missiles and Electronics Corporation and Grumman Olson.
North Rizza is also a graduate of Michigan State University’s
supply chain program, a former Delta Gamma Foundation Board
of Trustee, and a Delta Gamma Cable Award recipient.
NORBERT ORE, CPSM, C.P.M. is director and head of industry
surveys for Strategas Research Partners, a research firm specializing in economics, policy research, and technical analysis. He is
also a senior consultant with ADR North America, an ISM Services
Company, providing consulting and training services to Fortune
500 companies. He is an acknowledged expert in purchasing and
supply management having attained CPSM and C.P.M. status.
Additionally, he is a winner of the prestigious J. Shipman Gold
Medal, which is presented annually by the Institute for Supply
Management for leadership and service in the field. Ore is best
known for his work as the chair of the Manufacturing Business
Survey Committee of the Institute for Supply Management®
(ISM®). For 16 years, he served as chair of the committee, a position which gave him responsibility for compiling, writing, and
releasing the ISM® Report on Business®, the monthly economic
report recognized as a leading indicator of the U.S. economy.
TAMMY RIMES is a principal in her own firm, Tammy Rimes Consulting, where she assists cities, counties and local governments
develop new ideas and strategies to drive savings and efficiencies. Rimes served as the purchasing agent for the City of San
Diego, the nation’s 9th largest City, during a time of tremendous
challenges: 2007 Witch Creek Fires; the Mt. Soledad landslide;
and first-time centralization of all contracting operations. Two of
her high profile successes were to implement the City’s first environmentally preferred purchasing polices and lead a restructuring
program that reduced City warehousing, saving $1.4M in the
first year. The City of San Diego won the National Procurement
Institute Achievement in Excellence Award every year during her
leadership. As a speaker, she energizes purchasing teams with
inspirational ways to help motivate their teams, handle complex
procurements, and be ready for emergencies. Outside of the purchasing world, Rimes and her husband own a winery and horse
ranch–Hacienda de las Rosas–with a wine and beer tasting room
in historic Old Town, San Diego.
STUART ROSENBERG is president and founder of SRose Lean
Six Sigma Solutions, a supply chain and lean six sigma implementation firm. His prior operational experience was with Cadbury,
Reckitt Benckiser and Ortho Clinical Diagnostics, a Johnson &
Johnson firm, and Linde Gas. Rosenberg enjoys a regional reputation as a subject matter expert, consultant and published author
in supply chain management and lean six sigma disciplines. He is
accomplished in use of optimization models to determine least
cost facilities and drill down to workflow details in support of
process and profit management. Rosenberg has implemented
new programs–innovative cycle count program, safety stock
methodology, obsolete inventory programs, LEAN and Six Sigma
solutions–all bringing verifiable returns to companies. Rosenberg
holds a Bachelor of Arts in accounting from the City University of
New York and is white and green belt certified in Lean Six Sigma.
He is a respected writer, who has lectured and conducted presentations at various professional associations and societies.
GEORGE YARUSAVAGE, C.P.M., CTL, CPIM, CISCM has held
a number of transportation, logistics, and purchasing management positions in his 39-year career. Currently, he is a principal
in Fortress Consulting and an executive consultant with CATTAN
Services Group. Yarusavage serves as the ISM’s Logistics and
Transportation Group’s treasurer and the chairman of the American Society of Transportation and Logistics. His most recent positions include North American manager of logistics for M-real USA;
manager of transportation procurement for Verizon Wireless; and
director of technical logistics for NBC Olympics, where he won an
Emmy for his work in the 2000 Sydney Games and established the
first NBC Olympics Technical Logistics Department. Yarusavage
also was part of the GE corporate transportation staff and his
career spans service with NBC Corporate; GTE Corporation; General Electric Company Corporate; and Continental Forest Industries. He has been a frequent speaker at national, regional, and
local CSCMP, AST&L, and ISM meeting events and conferences.
15
Southwest Supply Management Conference
10.5 Hours of Timely Supply Management Education
Plus Special Conference Networking Events
Golf Tournament
Location:
Galveston Country Club
14228 Steward Road, Galveston, TX 77554 | Phone: 409/737-9800
Date/Time: Wednesday, November 12, 2014 | 12 noon - 5:00 p.m.
Registration Deadline:
October 29, 2014
You may register online at www.ism.ws/education/SWSMCGolfForm.cfm.
A registration form is included as an insert to this brochure.
Format: Shotgun start, on-course contests, prizes
Times: Registration begins at 10:00 a.m. — Tournament begins at 12:00
noon
Entry Fee: US$125 person / US$500 team (4 players) — (includes cart,
green fees, range balls and boxed lunch)
Note: Transportation to the golf course will not be provided.
Networking Mix-N-Mingle Reception
5:30 p.m. - 6:30 p.m.
Join us for a networking mix-n-mingle! This is a great opportunity to meet new friends and network with your peers! Be
sure to bring your business cards!
Refreshments will be available as you plan for a great conference experience. Come by and get information on things to
do and places to go in Galveston along with recommendations on wonderful restaurants and shops to visit in the area.
EXHIBITOR SHOWCASE
2:00 p.m. - 4:15 p.m. – Exhibitor Move-in & Set-up
4:30 p.m - 6:30 p.m. – Exhibits Open
• Visit Exhibiting Suppliers
• Register for Door Prizes
• Enjoy Meeting New Solution Providers
• Obtain Valuable Information Related to Products
and Services
16

68th Annual Southwest Supply Management

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