power to innovate - cloud object storage | store & … to innovate 2 three new tracks & cpsm...

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74TH ANNUAL

NORTHWEST PURCHASING

CONFERENCE

October 16-18, 2017

Seattle, WA

Power to Innovate

www.ismww.org

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Three New Tracks & CPSM (Exam 2) Review Sessions

This year, there are three new tracks to look forward to: Data & Technology, Core Skills and

Advanced Skills. The Data & Technology track will focus on innovate trends in technology and hands-

on sessions with popular software programs. The Core Skills track will focus on core skills every

supply chain professional needs and the Advanced Skills will help add tools to your toolbox to get to

the next level. If you’re pursuing the CPSM, don’t miss the review sessions that will focus on Exam 2.

What’s new in 2017

Technology Bar

Do you have a question about Excel? Want to get some new tips?

Attend the Technology Bar on October 16th and 17th hosted by

Microsoft to get your questions answered or try to stump the profes-

sionals! Feel free to bring your laptop.

Kenworth Plant Tour

Don’t miss out on the Kenworth Plant Tour! Learn about how the

Renton PACCAR plant operates on October 18th. See page 5 for

more information and details.

Innovative Trends in Technology Contracting Workshop

Attend a two day workshop (Track 1) to learn about the trends in technology contracting. All sessions

will be presented by Mark Trowbridge and will build upon the previous session. See pages 6-7 for

more information. Below are some of the topics that will be covered:

Day 1: The Cost of Technology—Overview of Corporate and Governmental Trends

Cost vs. Value in Technology Products—How the Marketplace Prices Itself

Recent Format/Drafting Changes in Tech Agreements

Warranties in Technology Agreements

Our Paper or Theirs? Best Practices in Negotiating from Either Starting Point

Total Cost of Ownership in Software Agreements—Where Are the Big Savings?

Efficiency Techniques for Managing Technology Contract Portfolios

Review of Key Technology Contract Types

Day 2: Review of Key Technology Contract Types (continued)

Discussion of Key Technology Contract Examples, including:

- License Clause Types (Enterprise, Platform, Site, Seat, Single-User, Concurrent User, etc.)

- Transfer of Intellectual Property Rights

- Business Disaster Recovery Planning

- Third Party Infringement, and much more!

Writing a Strong Technical Statement of Work (SOW)

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Keynote Speakers

Kate Vitasek Faculty, Graduate & Executive Education, University of Tennessee

Kate Vitasek is an international authority for her award-winning research and

Vested® business model for highly collaborative relationships. Author of six

books and a Faculty member at the University of Tennessee, she has been

lauded by World Trade Magazine as one of the “Fabulous 50+1” most influen-

tial people impacting global commerce. Vitasek has been featured on CNN

International, Bloomberg, NPR, and on Fox Business News. Her work has also

been featured in over 300 articles.

Brian K. McCarthy Senior Instructor and Executive Coach, Portland State University

As a member of the full-time faculty in the Portland State University Graduate

School of Business, Brian McCarthy teaches Leadership Development and

serves as Executive Coach in the MS Global Supply Chain and MBA programs.

He also teaches Business Communications, Global Marketing, and Selling and

Sales Leadership. He has received the Oregon Executive MBA Teaching

Excellence Award nine times. Outside of the university, Brian serves as an

Executive Coach for high potential mid-career professionals.

Hans Melotte Executive Vice President, Global Supply Chain, Starbucks

Hans Melotte is responsible for Starbucks end-to-end supply chain, as well as

quality and food safety operations globally. He plays a critical role in driving the

supply chain agenda across the business and leading ongoing efforts to create

a scalable and agile function that enables long-term growth for Starbucks.

Hans was named as one of the Top 10 Most Influential and Thought Leader

CPOs in the United States in 2013 and was honored as the Procurement

Leader of the Year in 2010.

Fannie Boulanger Vice President, Global Procurement, Oath

Verizon combined Yahoo’s assets with AOL to create a new subsidiary, Oath.

Fannie Boulanger leads Oath’s Global Procurement group and is responsible

for managing more than $1 billion in indirect spend. Her team is accountable

for Oath’s procurement governance and process controls. Prior to Oath,

Fannie spent ten years in various procurement roles within the tech industry at

Microsoft in Paris, Seattle and Sao Paulo, Brazil, as well as Adobe and Yahoo.

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Conference Schedule

Monday, October 16, 2017

Tuesday, October 17, 2017

Time Track 1

Data & Technology

Track 2

Core Skills

Track 3

Advanced Skills

8:00—9:00 AM Breakfast Keynote: A System to Reckon With (Kate Vitasek)

9:00—9:45 AM Networking Session and Technology Bar

9:45—10:45 AM Session 1A: Trends in

Technology Contracting

Session 2A: CPSM Training—

Focus on Exam 2 Session 3A: Negotiations

11:00 AM—12:00 PM Session 1B: Trends in


Session 2B: CPSM Training—

Focus on Exam 2

Session 3B: Data Science &

Advanced Analytics

12:15—1:15 PM Lunch Keynote: Developing Your Potential As a Supply Chain Leader (Brian McCarthy)

1:30-2:30 PM Session 1C: Trends in


Session 2C: Supplier

Relationship Management Session 3C: Supplier Diversity

2:45-3:45 PM Session 1D: Trends in


Session 2D: Effective

Communications Session 3D: Supplier Scorecard

4:00—5:00 PM Session 1E: Trends in


Session 2E:Category

Management

Session 3E: Managing Indirect

Spend

Time Track 1

Data & Technology

Track 2

Core Skills

Track 3

Advanced Skills

8:00—9:00 AM Breakfast Keynote: The Role of Supply Chain in Starbucks’ Growth (Hans Melotte)

9:00—9:45 AM Supplier Showcase and Technology Bar

9:45—10:45 AM Session 1F: Trends in


Session 2F: CPSM Training—

Focus on Exam 2 Session 3F & Session 3G: Skills

That Take You to the Next level

(Panel of Executives) 11:00 AM—12:00 PM Session 1G: Trends in


Session 2G: CPSM Training—

Focus on Exam 2

12:15—1:15 PM Lunch and free time at Supplier Showcase

1:30-2:30 PM Session 1H: Trends in

Technology Contracting Session 2H: Financial Analysis

Session 3H: Total Cost of

Ownership

2:45-3:45 PM Session 1I: Trends in


Session 2I: Theory of

Constraints Session 3I &Session 3J: Cost/

Price Analysis 4:00—5:00 PM

Session 1J: Drones in Supply

Chain

Session 2J: Outsourcing vs.

Reshoring

5:00—6:00 PM Supplier Showcase, Drawing and Happy Hour

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Conference Schedule (cont.)

Wednesday, October 18, 2017

Time Track 1

Data & Technology

Track 2

Core Skills

Track 3

Advanced Skills

8:00—9:00 AM Breakfast Keynote: The Value of Procurement Redefined Through Change (Fannie Boulanger)

9:10—10:10 AM Session 1K: Microsoft Power

BI (Hands-on)

Session 2K: CPSM Training—

Focus on Exam 2 Session 3K: Risk Management

10:20—11:20 AM Session 1L: Tableau

(Hands-on)

Session 2L: CPSM Training—

Focus on Exam 2

Session 3L: Emotional

Intelligence

11:30 AM—12:30 PM Lunch and Closing Session

11:30 AM—3:30 PM

Kenworth Plant Tour: Participants will be boarding the bus at 11:30 AM to travel to the

plant in Renton. Box lunches will be provided. The estimated time of arrival back at the hotel is

3:30 PM.

Optional Tour

Kenworth Plant Tour

October 18, 2017

PACCAR is a global technology leader in the design, manufacture and cus-

tomer support of premium light-, medium– and heavy-duty trucks under the

Kenworth, Peterbilt and DAF nameplates. PACCAR also designs and manu-

factures advanced diesel engines, provides financial services, information

technology, and distributes truck parts related to its principal business.

Guided plant tours of the Kenworth Renton Truck Assembly plant include a

60– to 90-minute guided walking tour throughout PACCAR’s Renton facility,

one of five Kenworth truck plants across the globe. During your tour, you will

see custom trucks materialize from two basic channels of steel, through to

completion, as the truck drives off the end of the production line.

Come see how this Fortune 200 Company makes “The World’s Best Truck”.

Additional Cost: $25.00 per person. The cost of the tour includes a box

lunch and roundtrip transportation to and from the hotel.

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Special 2 Day Workshop

Innovative Trends in Technology Contracting

Don’t miss out on an opportunity to attend a special two day workshop focusing on

Innovative Trends in Technology Contracting taught by Mark Trowbridge.

To participate, sign up for class sessions # 1A, 1B, 1C, 1D, 1E, 1F, 1G, 1H, and 1I.

The sessions build upon each other and different topics will be covered in each

session. Below is a description of the curriculum for both days.

In addition to understanding sourcing and contracting strategies, those profession-

als who negotiate technology acquisition agreements must understand the unique

complexities of the products and services they acquire.

Concepts like transfer of intellectual property rights, license types, intangible code, source and object

code, contingency operating plans, and others must be understood and written to maximize your or-

ganization’s leverage against powerful and influential technology providers and consultants. This

workshop teaches participants techniques, content, and strategies to utilize while creating and negoti-

ating Software Licenses, Software as a Service (SaaS), ASP Hosting, Development Arrangements,

Hardware Purchases, HW & SW Maintenance, Technology Service Arrangements, and even Consult-

ing Support.

This master class delves deeply into contractual issues inherent in Cloud services, including detailed

examples and discussion regarding specific clauses that should be included in variant iterations of

subscription based contracts, including Software-as-a-Service (SaaS), Platform-as-a-Service (PaaS),

and Business-Process-as-a-Service (BPAS)….known together as Everything-as-a-Service (XaaS).

The program includes detailed examples and discussion regarding key contractual clauses, including

dissection of a complete customer-oriented Software License & Maintenance Agreement AND a Soft-

ware-as-a-Service (SaaS) template agreements. The program concludes with discussion of sample

clauses brought in by the workshop participants.

Participants receive a 200+ page color training manual.

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Special 2 Day Workshop (cont.)

Innovative Trends in Technology Contracting

Day 1 Curriculum

Introductions of Instructor and Participants Class Exercise – Thinking Outside the Box The Cost of Technology – Overview of Corporate and Governmental Trends Cost vs. Value in Technology Products – How the Marketplace Prices Itself Individual Exercise – Mapping Software Solutions Recent Format/Drafting Changes in Tech Agreements:

Business English versus Legalese

Shorter versus Longer

Balanced Protections versus Unilateral Terms

The Rule of Ten

Modular Exhibits

Expectation That the Relationship Will Change

Individual Exercise – Drafting a Hardware Purchase Contract Section Warranties in Technology Agreements Our Paper or Theirs? Best Practices in Negotiating from Either Starting Point Total Cost of Ownership (TCO) in Software Agreements – Where Are the Big Savings? Efficiency Techniques for Managing Technology Contract Portfolios Review of Key Technology Contract Types:

Software License & Maintenance Agreement

Class Discussion – Dissecting a Software License & Maintenance Agreement

Software Development Agreement

Day 2 Curriculum

Review of Key Technology Contract Types (Continued):

OS Software License

Master Services Agreement (MSA)

Professional Services Agreement

Hardware Purchase & Maintenance Agreement

Application Service Provider (ASP) Agreement

Software As a Service (SAAS) Agreement

Class Discussion – Dissecting a Software License & Maintenance Agreement

Team Exercise – Selecting the Right Contract Type

Discussion of Key Technology Contract Examples, including:

License Clause Types (Enterprise, Platform, Site, Seat, Single-User, Concurrent User, etc.).

Development Language

Testing & Acceptance

Transfer of Intellectual Property Rights

Business Disaster Recovery Planning

Escrow Accounts

Confidentiality

Insurance

Third Party Infringement

Maintenance

Payment Options

Writing a Strong Technical Statement of Work (SOW) Team Exercise – Outlining a Strong SOW for Outsourced Technical Services Class Exercise – Reviewing Technology Clause Examples from Each Class Participant

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Course Descriptions

Monday, October 16, 2017

Session # and

Time Description Speaker / CEH

8:00—9:00 AM

Breakfast Keynote: A System to Reckon With

Ask McDonald’s what their secret sauce to supply chain success is and they will tell you it’s how they treat their suppliers. It’s suppliers that make sure McDonald’s never run of french fries. But is also suppliers that bring the power of innovation to McDonald’s that has helped keep McDonald’s supply chain ranked at the top of Gartner’s annual supply chain rankings. Kate Vitasek studied sixteen of McDonald’s supply chain supplier relationships as part of her research at the University of Tennessee on “Vested” sourcing business models. Kate will share some of the secrets of McDonald’s success in this thought provoking keynote breakfast session. Attendees will leave being inspired that the secret sauce of supply chain success is learning the power to innovate - with suppliers!

Kate Vitasek

University of Tennessee

9:00—9:45 AM

Networking Session and Technology Bar

Bring your laptop and ask Microsoft experts about Excel tips and tricks. In addition, spend the time networking with other supply chain professionals.

Korry Kelly and Erica Tripard

Microsoft

1A

9:45—10:45 AM

Trends in Technology Contracting

The beginning of Day 1 of a two day workshop about the trends in technology contracting. All sessions will build upon the previous session. See pages 6-7 for more information on the topics that will be covered.

Mark Trowbridge

Strategic Procurement Solutions

2A

9:45—10:45 AM

CPSM Training—Focus on Exam 2

This class session will cover general discussion about the CPSM Exam with hints and tips for successful testing strategies along with a review of :

Forecasting tasks 2-A-1 and 2-A-2.

Attendees should have the CPSM Study Guide Effective Supply Management Perfor-mance (Exam 2), 2nd edition. Pages 1 through 28 of the study guide will be covered.

Steve Lunden

Gonzaga University

3A

9:45—10:45 AM

Getting to We: Negotiating Agreements for Highly Collaborative Relationships

For years, businesses have worked under the assumption that the goal of negotiation is simply to get the deal. Hundreds of books have been written on “getting to yes”, “getting past no,” and “getting more”…the prevalent assumption being “get a signature, and you are done”. Strategies and tactics focus on getting the deal – not making sure the deal provides sustained value in the future. More and more, business success depends on strategic relationships built for an ever-dynamic and interconnected world that will endure long after “the deal is done.” Come to this negotiations workshop to:

Understanding why “getting to yes” is no longer enough Challenge how you have traditionally played the “game” of negotiating Learn a proven five step approach to negotiating a relationship – not just the

specific deal points

Kate Vitasek

University of Tennessee

1B

11:00 AM—12:00 PM


Continuation of Session 1A. See pages 6-7 for more information on the topics that will be covered.

Mark Trowbridge


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Course Descriptions (cont.)

Monday, October 16, 2017 (continued)

Session # and


2B

11:00 AM—12:00 PM


This class session will cover a review of:

Forecasting task 2-A-3.

Logistics tasks 2-B-1, 2-B-2, 2-B-3 and 2-B-4.

Materials and Inventory Management task 2-C-1.


Steve Lunden

Gonzaga University

3B

11:00 AM—12:00 PM

Data Science & Advanced Analytics

Data science is often seen as a black box, but it is more accessible than the hype would lead you to believe. In this talk I will survey the analytics landscape and discuss what it means for purchasing organizations. I also will show how embracing a test-and-learn and open-data culture can lay the foundation to unlock the power of data science and advanced analytics.

Kellen Betts

REI

12:15—1:15 PM

Lunch Keynote: Developing Your Potential As a Supply Chain Leader

Learn how to develop yourself as a leader in supply chain to positively impact your organization.

Brian McCarthy

Portland State University

1C

1:30—2:30 PM


Continuation of Session 1B. See pages 6-7 for more information on the topics that will be covered.

Mark Trowbridge


2C

1:30—2:30 PM

Supplier Relationship Management

Firms that have robust SRM programs in place reduce cost, enhance value, improve quality and have higher customer satisfaction. What is it about SRM programs that yields improved performance in all areas? This presentation will walk through the es-sential elements of a successful SRM program and how to implement one.

Gail Kelley

Rockwell Collins

3C

1:30—2:30 PM

Supplier Diversity

Supplier Diversity is a business strategy that when properly aligned within the organiza-tion will net operational efficiencies and improved profits to the organization. It is through the engagement of diverse, nimble, and innovative suppliers that market share and local economies will grow.

Fernando Martinez

MSDC

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Monday, October 16, 2017 (continued)

Session # and


1D

2:45—3:45 PM


Continuation of Session 1C. See pages 6-7 for more information on the topics that will be covered.

Mark Trowbridge


2D

2:45—3:45 PM

Effective Communications

Communications is important at all levels of an organization yet many professionals struggle with providing simple and clear messages. This class will discuss factors that affect how you communicate with others and how others receive the information. Learn how to get your message across to your audience at any level simply and effectively.

Sandy Lee

Sound Transit

3D

2:45—3:45 PM

Supplier Scorecard

What gets measured will improve, but not all metrics are created equal. Learn how to measure key performance indicators as well as the intangibles that are often overlooked on a scorecard. The presentation will look at scorecard examples and discuss how to fine-tune your firm’s scorecard.

Gail Kelley

Rockwell Collins

1E

4:00—5:00 PM


Continuation of Session 1D. See pages 6-7 for more information on the topics that will be covered.

Mark Trowbridge


2E

4:00—5:00 PM

Category Management

In today's complex and competitive business environment, many procurement organizations have hit a brick wall trying to achieve additional cost savings through aggressive negotiations, spend aggregation, waste reduction and diligent adherence to contract compliance. The possibilities for cost saving through these traditional methods are finite. For this reason, many organizations are looking to the concept of category management. Through the category management perspective, organizations have the potential to take their procurement activities to a whole new level.

Kathleen Allen

The Boeing Company

3E

4:00—5:00 PM

Managing Indirect Spend

Indirect Procurement can be a gold mine of opportunity and also a challenge to manage, depending upon the organization’s procurement model, culture, etc. This session will explore current trends in categorizing and managing indirect spend, understanding Total Cost of Ownership (TCO) for indirect and the hot topics that practitioners are talking about today.

Jim Barnes

ISM

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Tuesday, October 17, 2017 (continued)

Session # and


8:00—9:00 AM

Breakfast Keynote: The Role of Supply Chain in Starbucks’ Growth

Learn about the role of Supply Chain in Starbucks’ growth and how to managing supply chain’s value proposition across the company.

Hans Melotte

Starbucks

9:00—9:45 AM

Supplier Showcase and Technology Bar

Check out the suppliers at the Supplier Showcase or ask the Microsoft team questions you have about Excel.

Korry Kelly and Erica Tripard

Microsoft

1F

9:45—10:45 AM


The beginning of Day 2 of a two day workshop about the trends in technology contract-ing. All sessions will build upon the previous session. See pages 6-7 for more infor-mation on the topics that will be covered.

Mark Trowbridge


2F

9:45—10:45 AM



Materials and Inventory Management tasks 2-C-2 and 2-C-3.


Steve Lunden

Gonzaga University

3F & 3G

9:45 AM—12:00 PM

Executive Panel: Skills That Take You to the Next Level

Executives share their thoughts on the skills they believe that are needed for today’s high performing procurement professionals.

Panelists:

Ellen Miller—Director of Global Supply Chain, Spacelabs Jay Fortenberry—Cash to Cash Expert & Adjunct Faculty, Portland State University Jeff Watson—President, Sourcing Allies North America

Moderator: Kellen Betts, REI

Panelists

1G

11:00 AM—12:00 PM


Continuation of Session 1F. See pages 6-7 for more information on the topics that will be covered.

Mark Trowbridge


2G

11:00 AM—12:00 PM



Materials and Inventory Management task 2-C-4.

Organization/Department Assessment tasks 2-D-1, 2-D-2, 2-D-3 and 2-D-4.

Planning tasks 2-E-1 and 2-E-2.


Steve Lunden

Gonzaga University

12:15—1:15 PM Lunch and free time at Supplier Showcase

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Tuesday, October 17, 2017 (continued) Session # and


1H

1:30—2:30 PM


Continuation of Session 1G. See pages 6-7 for more information on the topics that will be covered.

Mark Trowbridge


2H

1:30—2:30 PM

Financial Analysis

This class will cover what you should know about financial analysis in supply chain and how to analyze financial information.

Deepak Iyengar

Central Washington University

3H

1:30—2:30 PM

Total Cost of Ownership

This workshop will address the Total Cost of Ownership (TCO) from a negotiation per-spective. Consumers regularly consider long-term ownership costs before purchasing some products. For example; we consider Energy Star labels on major applianc-es. Unfortunately, when purchasing products or services for our companies, ownership costs are not always as obvious or easy to consider. Some long-term cost elements can be significant, such as enterprise software support fees. In this workshop we’ll review specific cost elements and their potential to impact long term ownership costs.

Mike Taylor

MLTWEB.com

1I

2:45—3:45 PM


Continuation of Session 1H. See pages 6-7 for more information on the topics that will be covered.

Mark Trowbridge


2I

2:45—3:45 PM

Theory of Constraints

Finding the true root cause of a given problem is the goal of practitioners of Lean Management. The theory of constraints (TOC) approach, which is a derivative of lean thinking, argues that very few constraints restrict the performance of any system. TOC does not try and optimize all constraints all at once but focuses on identifying and eliminating the true constraint (or the root-cause) of the system. Tools such as Thinking Processes (TP) can be used to identify the root cause behind most of the problems by researching the cause-and-effects between the various entities.

Deepak Iyengar

Central Washington University

3I & 3J

2:45—5:00 PM

Cost/Price Analysis

This class will first discuss the basic principles of analyzing a seller’s costs and how those costs relate to the eventual selling price. Then, we’ll talk about how the price analysis can be used to a buyer’s advantage when negotiating long-term purchase orders and contracts.

Negotiating successful and cost-effective purchase order or contract is a key responsibility of supply chain professionals. But consider for a minute that negotiating a better contract isn’t always about saving money. A more valuable, cost-effective and complete contract is also a much better contract. The more you understand about the seller’s cost the better the negotiated outcome can be. That is, by looking at the various cost elements involved in establishing the seller’s price, we can find opportunities to be creative in negotiating cost savings.

We’ll talk about the difference between direct and indirect costs as well as the influence of market-pricing strategies. Understanding and analyzing a seller’s pricing structure affords astute contracting professionals negotiation opportunities.

Mike Taylor

MLTWEB.com

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Tuesday, October 17, 2017 (continued)

Session # and


1J

4:00—5:00 PM

Drones in Supply Chain

Drones in supply chain—why not? A chance to learn how drones can be used within supply chain.

Tim Morris

Blue Skies Drone Rentals

2J

4:00—5:00 PM

Outsourcing vs. Reshoring

A discussion of the issues of reversing the outsourcing of manufacturing and reintroduc-ing domestic manufacturing.

Jeff Watson

Sourcing Allies

Wednesday, October 18, 2017

8:00—9:00 AM

Breakfast Keynote: The Value of Procurement Redefined Through Change

Building the value of Procurement within the company and engaging stakeholders to redefine procurement during times of change.

Fannie Boulanger

Oath

1K

9:10—10:10 AM

Microsoft Power BI (Hands-on)

Power BI is a business analytics service provided by Microsoft. It provides interac-tive visualizations with self-service business intelligence capabilities, where end users can create reports and dashboards by themselves, without having to depend on information technology staff or database administrators.

Korry Kelley

Microsoft

2K

9:10—10:10 AM



Product and Service Development tasks 2-F-1 and 2-F-2.

Project Management tasks 2-G-1 and 2-G-2.

Quality tasks 2-H-1.


Steve Lunden

Gonzaga University

3K

9:10—10:10 AM

Risk Management

This class will focus on taking intelligent supply management risk and the five ways to manage Enterprise Relationship Management (ERM) exposure.

Mark Trowbridge


https://en.wikipedia.org/wiki/Business_analytics

https://en.wikipedia.org/wiki/Microsoft

https://en.wikipedia.org/wiki/Data_visualization

https://en.wikipedia.org/wiki/Business_intelligence

https://en.wikipedia.org/wiki/Information_technology

https://en.wikipedia.org/wiki/Database_administrator

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Wednesday, October 18, 2017 (continued)

2L

10:20-11:20 AM

Tableau (Hands-on)

Tableau is a powerful tool for data visualization and analysis. In this workshop, we will discuss how purchasing professionals can leverage Tableau to gain new insight and make smarter, faster decisions. Be sure to bring your laptop if you have a Tableau license or install a trial version so you can follow along and learn new tips and tricks for your data toolkit!

Kellen Betts

REI

2L

10:20-11:20 AM



Quality tasks 2-H-2 and 2-H-3.

Exam hints and tips

Questions and answers


Steve Lunden

Gonzaga University

3L

10:20-11:20 AM

Emotional Intelligence

In a world where artificial intelligence is becoming more commonplace, Emotional Intelli-gence (EI) remains critical for individuals, team and workplace success. In this interac-tive discussion, participants will gain foundational knowledge of Emotional Intelligence and how to best leverage EI for successful working relationships. Participants will walk away with actionable tools and techniques to best manage emotions during challenging situations – such as difficult conversations, negotiations and interpersonal issues.

Josina Garnham

University of Washington

CPSM (Exam 2) Review Sessions

Are you studying for the CPSM Exam? If you are, don’t miss the review sessions that will focus on Exam 2.

Sign up for Sessions # 2A, 2B, 2F, 2G, 2K, and 2L. Steve Lunden will discuss the CPSM Exam with hints and

tips for successful testing strategies along with a review of the following:

Forecasting tasks 2-A-1, 2-A-2 and 2-A-3.

Logistics tasks 2-B-1, 2-B-2, 2-B-3 and 2-B-4.

Materials and Inventory Management task 2-C-1, 2-C-2, 2-C-3 and 2-C-4.

Organization/Department Assessment tasks 2-D-1, 2-D-2, 2-D-3 and 2-D-4.

Planning tasks 2-E-1 and 2-E-2.

Product and Service Development tasks 2-F-1 and 2-F-2.

Project Management tasks 2-G-1 and 2-G-2.

Quality tasks 2-H-1, 2-H-2 and 2-H-3.

Attendees should have the CPSM Study Guide Effective Supply Management Performance (Exam 2), 2

nd edition.

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Session Speakers

Kathleen Allen, CPSM, CPSD

Kathleen Allen is a results-oriented leader with a diverse range of experience and a pas-sion for the supply management profession. Kathleen currently leads Boeing’s Shared Services Group Supplier Relationship Management program. Kathleen served as the President of ISM Western Washington for the 2014-2015 year and is also a three time winner of the ISM Western Washington President’s award for outstanding contributions to the organization.

Kellen Betts, MS, PMP, CSCP

Kellen Betts is a Supervisor and Senior Analyst on the Omni-Channel Supply Chain team at REI. Previously, he was a Senior Analyst at Zulily and supported the Merchandising group. Prior to Zulily, Kellen was Lead Demand Planning Analyst in the Parts division of PACCAR. He has also worked in the marine industry for recreational and commercial boat building companies in various engineering, supply chain and project management roles. Kellen holds a M.S. in Applied Mathematics from the University of Washington where he specialized in operations research and computational methods for data analysis. Kellen holds a second M.S. in Global Supply Chain Management from Portland State University.

Jay Fortenberry

Jay Fortenberry is a cash to cash cycle expert and instructor at Portland State University. He has worked for companies such as Honeywell, Toyota and John Deere. Jay designed and operated global networks serving 164 countries and 86 distribution facilities. He has reduced hundreds of millions of dollars of inventory by using cash conversion metrics and achieved cost savings. Jay’s experience includes global recruiting, human resource man-agement, SIOP, logistics operations and sourcing, trade compliance and acquisition inte-gration.

Josina Garnham

Josina Garnham has been working in the field of team and leadership development for over 15 years in roles ranging from a team facilitator to manager of customer-designed executive education programs at the University of New Hampshire’s Paul College of Busi-ness. Presently, she works as the Experiential Learning Manger at the University of Wash-ington’s Foster School of Business. She serves as a liaison between the dynamic business solutions to real-world issues. Josina holds a BA in Experiential Learning (focusing on outdoor, adventure education) and an MA in Leadership Development, both from the Uni-versity of New Hampshire.

Jim Barnes

Jim Barnes is Vice President of Customer Engagement for ISM®, and Executive Managing Director of ISM Services, with more than 25-years of experience in supply chain and pro-curement transformations. He has been instrumental in the design and delivery of ISM’s Mastery Model® competency framework. Prior to ISM, Jim specialized in value chain solu-tions with Alvarez & Marsal Business Consulting and The Hackett Group. As Managing Partner for Customerteam, LLC, he designed and implemented customer-driven supply chain solutions that increased supplier performance through automated workflow process-es and collaborative S&OP practices.

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Session Speakers (cont.)

Fernando Martinez

Fernando Martinez leads the Northwest Mountain MSDC as President and CEO. He is responsible for helping develop minority business enterprises into capable suppliers for the Council’s corporate and public agency members. With over 30 years of experience in sales and operations, Fernando has managed and led business units within Washington Mutual, Xerox, Starbucks, and Westin Hotels. Fernando holds a Bachelor of Science from Univer-sity of Texas and Master of Business Administration from University of Phoenix. His lead-ership skills have resulted in successful collaboration between operations and sales to continuously deliver growing year-over-year efficiencies, revenue, and profits.

Tim Morris

Tim Morris’ information is coming soon.

Mike Taylor, C.P.M.

Mike Taylor has been in the supply chain profession since 1973. His career includes pur-chasing responsibility for a custom fabricator of large hydraulic cylinders, commercial nu-clear power plant construction and Federal Government contractors. This includes 11 years as a first-line procurement manager as well as many years as a procurement team lead. Mike is the developer and owner of MLTWEB.COM and the Purchasing Toolbox—a website of resources and information for purchasing professionals.

Erica Tripard

Erica Tripard’s information is coming soon.

Ellen Miller

Ellen Miller’s information is coming soon.

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Deepak Iyengar, PhD

Deepak Iyengar, PhD, University of Maryland—College Park, is an Associate Professor of Supply Chain Management at Central Washington University. His teaching and re-search interests include lean and six sigma processes, supply chain sustainability and logistics. He has mentored and has been directly involved with around 100 projects in the area of lean/six sigma implementation. He has authored several academic research pa-pers and has also been involved in writing books and book chapters in the area of logistics and supply chain. He has been instrumental in starting up the Greenbelt Lean Six Sigma Certification program at CWU.

Gail Kelley, CPSM, C.P.M., CPIM

Gail Kelley has over 30 years of managerial experience working for companies in the greater Seattle area in aerospace, medical electronics, off road industrial equipment and super computers. Gail currently holds the position of Purchasing Manager for Rockwell Collins. She has served on the ISM-WW Board of Directors for seven years, is a two-time Past President of ISM-WW and current trustee. Gail was the recipient of ISM’s Person of the Year award in 2016-2017 for Leadership and in 2012-2013 for Marketing and Commu-nications. She was President of APICS Seattle as well as a Board of Directors member for six years. Gail holds a B.A. in Business Administration from the University of Washington and a M.S. in Global Supply Chain Management from Portland State University.

Korry Kelley

Korry Kelley’s information is coming soon.

Sandy Lee, C.P.M., A.P.P.

Sandy Lee has over 15 years of supply chain experience in both private and public sec-tors. She currently works at Sound Transit and has previously worked at NEC Business Network Solutions and Intel Corporation. Sandy currently serves as a Trustee for ISM-WW and is a Past President. She was also the winner of the 2014 ISM International Innovation/Creativity Person of the Year Award. Sandy holds Bachelor degrees in Business Admin-istration (Accounting and International Business) and Communications from the University of Washington. She also obtained a Masters degree in Global Supply Chain Management from Portland State University.

Steve Lunden, MBA, CPSM, C.P.M.

Steve is the Director of University Purchasing at Gonzaga University. He has been with the University in various positions in addition to purchasing since 1995. Before joining the Gonzaga, Steve spent 18+ years in the steel industry in the Spokane area. Steve received a Bachelor’s degree in Business Administration from Eastern Washington University in 1984. He completed a MBA in 1990, completed his C.P.M. in 2001, his CPSM in 2010, and his Lifetime C.P.M. in 2014. He has worked as adjunct faculty for EWU. Steve has also taught various certification classes for ISM-Spokane since 2001.

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Mark Trowbridge

Mark Trowbridge has 30+ years in procurement that included corporate positions in the manufacturing, financial and transportation sectors, culminating as Director of Sourcing & Contracting for Bank of America, where during his final two years his areas of responsibility delivered more than a quarter billion dollars in savings through sourcing and key negotia-tions. Mark also transformed the company’s contracting management processes and tools during his time with the company. He has also experienced great success in procurement consulting, exceeding targeted savings objectives on large sourcing projects in many sec-tors. During his consulting tenure, he has assisted clients in capturing hundreds-of-million dollars in cost reductions. Mark is an original co-founder of Strategic Procurement Solu-tions, LLC.

Jeff Watson, CPIM

Certified in Production Inventory Management (CPIM) since 2006, Jeffrey Watson was a local APICS BOD member and educator from 2009 - 2015. He is a supply chain manage-ment professional with 15 years of supply and purchasing management experience and in 2010 he launched Sourcing Allies North America in Seattle, Washington where he is cur-rently President. Sourcing Allies functions as the purchasing office for companies that do not have the resources to establish a purchasing office overseas to effectively manage process control. Jeffrey has given a variety of presentations to companies large and small in addition to forum lectures at various tradeshows and professional gatherings.

Venue & Accommodations

All conference sessions will be held at:

Embassy Suites by Hilton SeaTac International Airport

15920 West Valley Highway

Seattle, WA 98188

Validated parking is available for conference attendees.

Hotel accommodations are available at the conference

hotel and hotels in the surrounding area.

Rates are based on availability. For reservations at the

Embassy Suites SeaTac, call (425) 227-8844.

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Registration

Register online at www.ismww.org

Early Bird Registration (Valid July 31, 2017—September 26, 2017)

ISM-WW Members and other ISM Affiliates $425.00

APICS and NIGP Members $450.00

Non-Members $550.00

Registration after September 26, 2017

ISM-WW Members and other ISM Affiliates $500.00

APICS and NIGP Members $550.00

Non-Members $650.00

If you are having problems registering online or have any questions please contact:

Lorie Day

ISM-WW President and Conference Director

E-mail: [email protected]

Questions

Power to Innovate

Attend all three days of the conference and earn 16 continuing education hours!

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