73rd Annual Northwest Purchasing Conference & … · 73rd Annual Northwest Purchasing Conference &...

73rd Annual

Northwest Purchasing

Conference & Affiliate

Leadership Workshop

October 17—19, 2016

Bellevue, WA

Join us for three days of the hottest supply management

topics today! Co-hosted by ISM-Western Washington

(ISM-WW) and the Northwest Purchasing Council (NPEC).

Register now at www.ismww.org

Alan Ovson

Alan Ovson is the founder of Ovson Communications. He is a public speaker, trainer, and coach who has been on a lifelong quest for the most effective ways to communicate. He uses his knowledge to help professionals present themselves confidently and effectively. Alan hone his communications methodologies throughout his varied career. In 1990, Alan founded Ovson Communications. His company allows him to do what he does best: create and deliver experiential programs for business training and coaching, give entertaining keynote speeches to a wide variety of audiences, and see cli-ents use his high-impact strategies to improve their results.

Keynote Speakers

2

Cliff Allen, PhD

Cliff Allen is the dean of Portland State University’s School of Business Ad-ministration. Cliff has been with PSU since 2008 and started the master’s program in Global Supply Chain Management, which was named by U.S. News & World Report as one of the top 20 online graduate business pro-grams in the country. Before joining PSU, Cliff was a senior vice president at General Dynamics in Spokane, WA, and a vice president at 3 Com Corpora-tion in Salt Lake City. He also has been a supply chain and leadership con-sultant for various companies. Cliff holds a B.S. and M.A. in Economics from San Jose State University, and a Ph.D. from Gonzaga University in Leadership Studies and International Business.

Pierre LeGault

Pierre LeGault is the Director of Continuous Improvement and Business Sys-tems at PACCAR. Pierre started his career as a manufacturing engineer fo-cusing on methods improvement and cost control. As he progressed in his career, he worked in various supply chain positions — from inventory con-trol manager to logistics manager to a production superintendent. Pierre worked as a director in different groups (Cab and Electrical, Aftermarket, Fabrications) at PACCAR for many years before his current position. Pierre holds a bachelor’s degree in Engineering (Manufacturing) and a MBA from the University of Montreal .

Education is not preparation for life; education is life itself.

John Dewey

3

Conference Schedule

Time Track A Track B

8:00—8:30 AM Opening Session

8:45-9:45 AM CPSM Review Session 1: International Sourcing Affiliate Leadership Training for Officers, Com-

mittee Chairs and Board Members 10:00—11:00 AM CPSM Review Session 2: Leadership

11:15-12:15 AM CPSM Review Session 3: Logistics

12:30-2:00 PM Travel time to the Optional FedEx Tour (lunch provided during bus ride)

2:00—3:30 PM Optional FedEx Tour (additional $20/person—includes lunch and transportation)

3:45-5:00 PM Tour participants return to the Coast Bellevue Hotel

Monday, October 17, 2016

Tuesday, October 18, 2016

Time Track 1 Track 2 Track 3

8:00—9:00 AM Breakfast Keynote: A Funny Thing Happened on the Way to Managing People (Alan Ovson)

9:15—10:15 AM Breakout Session 1A Breakout Session 3A Breakout Session 2A & 2B

10:30-11:30 AM Breakout Session 1B Breakout Session 3B

11:45 AM—12:45 PM Lunch Keynote: Corporate Social Responsibility and Metrics (Cliff Allen)

12:45—1:45 PM Supplier Showcase and Dessert

2:00—3:00 PM Breakout Session 1C Breakout Session 2C Breakout Session 3C

3:15—4:15 PM Breakout Session 1D Breakout Session 2D Breakout Session 3D

4:30—5:30 PM Breakout Session 1E Breakout Session 2E Breakout Session 3E

5:30—6:30 PM Supplier Showcase and Happy Hour

Wednesday, October 19, 2016

Time Track 4 Track 5 Track 6

7:30—8:30 AM Breakfast served in each training room

7:30—8:30 AM Breakout Session 4A Breakout Session 5A Breakout Session 6A

8:40—9:40 AM Breakout Session 4B Breakout Session 5B Breakout Session 6B

9:50-10:50 AM Breakout Session 4C Breakout Session 5C Breakout Session 6C

11:00 AM—12:00 PM Lunch Closing Session: Supplier Performance Management (Pierre LeGault)

12:15—1:00 PM Travel time to the Boeing 737 Plant Tour

1:00—3:00 PM Optional Boeing 737 Plant Tour (additional $20/person—includes transportation)

3:15—4:30 PM Tour participants return to the Coast Bellevue Hotel

4

Breakout Sessions

Time Session

# Breakout Session Title Speaker CEHs

Monday, October 17, 2016

8:45 –9:45 AM A1 CPSM Review Session 1: International Sourc-ing

Steve Lunden, Gonzaga University 1.0

10:00—11:00 AM A2 CPSM Review Session 2: Leadership Steve Lunden, Gonzaga University 1.0

11:15 AM—12:15 PM A3 CPSM Review Session 3: Logistics Steve Lunden, Gonzaga University 1.0

8:45 AM—12:15 PM B1—B3 Affiliate Leadership Training for Officers, Committee Chairs & Board Members

TBD 3.0

12:30—5:00 PM FedEx Tour (optional) FedEx Representatives 1.5


8:00—9:00 AM Breakfast Keynote: A Funny Thing Happened on the Way to Managing People

Alan Ovson, Ovson Communications

1.0

9:15—10:15 AM 1A Using Emotional Intelligence to Get More of What You Want in Any Negotiation

Alan Ovson, Ovson Communications

1.0

2A International Trade Panel Discussion Panelists: Ozden Bayazit (Central Washington Uni-versity); Diane Mooney (U.S. Export As-sistance Center); Eric Schinfeld (Washington Council on International Trade); Robin Twyman (UK Government Office); Jeff Watson (Sourcing Allies)

1.0

3A Leader vs. Manager: Effectively Communi-cating Up and Down the Corporate Hierarchy

Richard Himmer, The Himmer Center

1.0

10:30—11:30 AM 1B Finding the Root Cause of Problems—The TOC Way

Deepak Iyengar, Central Washington University

1.0

2B International Trade Panel Discussion (continued)

1.0

3B The Backdoor is Open: Managing Supply Chain Cyber Security

Steven Carnovale (Portland State Univer-sity) & Zac Rogers (Colorado State Uni-versity)

1.0

11:45 AM—12:45 PM Lunch Keynote: Corporate Social Responsibil-ity and Metrics

Cliff Allen, Portland State University

1.0

Breakout Sessions (continued)

5

Time Session

# Breakout Session Title Speaker CEHs

Tuesday, October 18, 2016 (continued)

2:00—3:00 PM 1C TCO and Value Stream Mapping Tools for Direct & Indirect Spend in the Low Cost/Overseas Environ-ment

Jeff Watson, Sourcing Allies 1.0

2C International Purchasing and Trade Agreements Steve Holland, University of Washington

1.0

3C Leading with Emotional Intelligence Josina Garnham, University of Washington

1.0

3:15—4:15 PM 1D Principles of Price Cost Analysis (Part 1 of 2) Mike Taylor, MLTWEB.com 1.0

2D Big Data Implementation/Data Analytics Cliff Allen, Portland State University 1.0

3D SaaS Contracting Gerard Fernandez, Denali Group 1.0

4:30—5:30 PM 1E Negotiating Long Term Agreements (Part 2 of 2) Mike Taylor, MLTWEB.com 1.0

2E 3D Printing and the Supply Chain Martin Norris, Spacelabs Healthcare 1.0

3E Supplier Scorecards in an Indirect World Adrienne Neubert, PACCAR 1.0


7:30—8:30 AM 4A Give Your Career the Edge Darin Matthews, UC Santa Cruz 1.0

5A Descriptive, Predictive, Prescriptive: Understand-ing the Types of Analytics and How They Can Help Reverse Logistics’ Planning and Success

Steven Carnovale, Portland State University

1.0

6A How to Set Goals and Actually Achieve Them Alan Ovson, Ovson Communications 1.0

8:40—9:40 AM 4B It’s Your Responsibility: The Impact of Supplier CSR Performance on Firm Value

Zac Rogers, Colorado State University 1.0

5B Supplier Relationship Management Kathleen Allen, Boeing 1.0

6B Building Business Acumen Panel Discussion Panelists: Steven Carnovale (PSU), Luke Marusiak (Spacelabs Healthcare), Sarah Zhu (Vertafore)

1.0

9:50—10:50 AM 4C Managing Risk in the Supply Chain Darin Matthews (UC Santa Cruz) & Marc Anderson (King County Metro)

1.0

5C Project Management for Supply Chain Profession-als

Gaurav Mehra, Project Management Institute

1.0

6C Strategic Thinking for Supply Chain Professionals Luke Marusiak, Spacelabs Healthcare 1.0

11:00 AM—12:00 PM Lunch Closing Session: Supplier Performance Man-agement

Pierre LeGault, PACCAR 1.0

12:15—4:30 PM Boeing 737 Plant Tour (optional) Boeing Representatives 1.5

6

Course Descriptions


Session # Description Speaker / Time

1A

Using Emotional Intelligence to Get More of What You Want in Any Negotiation

Successful negotiators learn new negotiation strategies all the time, AND, they know how to keep emotions from sabotaging successful negotiations. You will learn proven emotional intelligent, communication, and negotiation strategies that will enable you to: negotiate with difficult and not so difficult people more easily, push through emotional blocks, set appropriate goals, ask probing questions that promote critical thinking, work through mistakes without losing face, and use psy-chology to persuade and influence others to your way of thinking.

Alan Ovson, Ovson Communications 9:15—10:15 AM

2A

International Trade Panel Discussion

Business leaders face important challenges and opportunities in the years ahead. From the bank-ruptcy of a major ocean carrier, a vote in the UK to leave the EU, pending international trade agreements and tensions in the South China Sea, there are many issues to discuss. Join a panel of experts from academia, government agencies, a consulting firm and an international trade organi-zation to learn more about these and others issues. The discussion will center on Brexit, the Trans Pacific Partnership and other international trade topics important to supply chain professionals. This will be an interactive event, so come prepared with questions! Panelists: Ozden Bayazit (Central Washington University); Diane Mooney (US Export Assistance Center); Eric Schinfeld (Washington Council on International Trade); Robin Twyman (UK Govern-ment Office); Jeff Watson (Sourcing Allies)

Moderator: Kellen Betts, PACCAR

Panelists 9:15—10:15 AM

3A

Leader vs. Manager: Effectively Communicating Up and Down the Corporate Hierarchy

Leaders lead people and managers manage things. If you think you’re a leader and nobody is fol-lowing, you’re just taking a walk. In this workshop you will take away an effective process for dele-gating, you will practice a technique that will neutralize anger, fear, and anxiety with your direct reports, and you may discover how Emotional Intelligence can build and grow a team of motivated employees without the use of manipulation and persuasion.

Richard Himmer, The Himmer Center 9:15—10:15 AM

1B

Finding the Root Cause of Problems—The TOC Way

Finding the true root cause of a given problem is the goal of practitioners of Lean Manage-ment. 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 10:30-11:30 AM

2B International Trade Panel Discussion (continued) 10:30-11:30 AM

3B

The Backdoor is Open: Managing Supply Chain Cyber Security

This session will explore the nuances associated with supply chain cyber security and investigate the potential risks procurement and sourcing professionals face.

Steven Carnovale (Portland State) & Zac Rogers (Colorado State) 10:30-11:30 AM

1C

TCO and Value Stream Mapping Tools for Direct & Indirect Spend in the Low Cost/Overseas Environment

The goal of this presentation is to help Supply Managers make better decisions in their overseas spend. Overseas spend/sourcing is not going away and today’s managers need to fully understand the Total Cost of Ownership in buying parts overseas and the risk that comes with it.

Jeff Watson, Sourcing Allies 2:00—3:00 PM

Course Descriptions (continued)

7



2C

International Purchasing and Trade Agreements

This session will cover the major trade agreements currently in force as well as those under nego-tiations and/or waiting to be ratified. Learn more about the World Trade Organization, NAFTA, the Transatlantic Trade and Investment Partnership (T-TIP) and the Trans-Pacific Partnership (TPP). Current political attitudes towards international purchasing and trade agreements will also be discussed.

Steve Holland, Univ. of Washington 2:00—3:00 PM

3C

Leading with Emotional Intelligence

In a world where artificial intelligence is becoming more commonplace, emotional intelligence remains critical for individual, team and workplace success. In this interactive workshop, partici-pants will gain foundational knowledge of emotional intelligence (EI) and how to best leverage EI for successful working relationships. Participants will walk away with actionable tools and tech-niques to best manage emotions during challenging situations - such as difficult conversations, negotiations, and interpersonal issues.

Josina Garnham, Univ. of Washington 2:00—3:00 PM

1D

Principles of Price Cost Analysis (Part 1 of 2)

In this two-part workshop we will first discuss the basic principles of analyzing a seller’s costs and how those costs relate to the eventual selling price. Then in the second workshop, 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 sup-ply 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.

In the first workshop 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 3:15—4:15 PM

2D

Big Data Implementation/Data Analytics

Big data and data analytics is changing the way companies do business and impacting supply chain management. Learn about big data and how it relates to SCM, using data for meaningful results, the role of forecasting, impacts on the Omni-Channel and the future of big data.

Cliff Allen, Portland State Univ. 3:15—4:15 PM

3D

SaaS Contracting

This presentation will compare traditional software models with Software as a Service (SaaS). An overview of cloud computing and how SaaS is delivered will be presented. The advantages and disadvantages of SaaS will be covered. Total-Cost-of-Ownership of On-Premises Software and SaaS will be compared. Issues around Data Security, Data Privacy, Hosting and IP Ownership will be discussed. And key license terms for SaaS will be highlighted.

Gerard Fernandez, Denali Group 3:15—4:15 PM

1E

Negotiating Long Term Agreements (Part 2 of 2)

In the second workshop we’ll discuss how we can leverage our understanding of cost elements as a negotiation strategy to achieve long-term contracting goals. With direct cost elements, it is usu-ally obvious how to improve the bottom line and lower the selling price. Changing the raw materi-al, shipping terms, components, labor mix, schedule, etc. are common ways to improve the pricing structure. Even when considering indirect costs, there are some negotiating strategies that can improve the negotiating outcome.

Mike Taylor, MLTWEB.com 4:30—5:30 PM

8




2E

3D Printing and the Supply Chain

This session will go over a brief history of 3D Printing and then discuss how 3D Printing affects our modern supply chain. Included will be rapid prototyping, manufacturing tooling, new training opportunities and alternate applications of 3D printing. A brief discussion of materials and other additive manufacturing methods will also be addressed with plenty of time for questions.

Martin Norris, Spacelabs Healthcare 4:30—5:30 PM

3E

Supplier Scorecards in an Indirect World

Scorecards are a valuable tool for measuring and directing supplier performance. They are usually populated with quantitative data pulled from internal systems, looking at metrics such as perfor-mance to lead time and quality issues. But what about indirect suppliers - how do you create a scorecard for a product or service that does not have a drawing, a BOM, or even consistently tracked data? Join the session to hear about the speaker’s journey into scorecards on the indirect side of the business. This session will also cover some of the challenges that exist and ways to overcome those challenges to create a framework for an indirect supplier scorecard.

Adrienne Neubert, PACCAR 4:30—5:30 PM


4A

Give Your Career the Edge

Supply chain management is an evolving profession that provides for both a challenging and re-

warding career. Many opportunities exist for professional today in areas like procurement, logis-

tics, operations, and warehousing. The field is also very competitive. In addition to the many expe-

rienced supply chain professionals in the market, each year more candidates are joining our ranks

from some of the best college programs in the country. So how can you give yourself the edge you

need to be successful in supply management? This session will talk about the growth and develop-

ment opportunities that exist, as well as the key skill areas that employers are looking for. Accord-

ing to ISM, the competencies that supply managers need to sharpen include project management,

supplier relationship management, and negotiation.

Darin Matthews, UC Santa Cruz 7:30—8:30 AM

5A

Descriptive, Predictive, Prescriptive: Understanding the Types of Analytics and How They Can Help Reverse Logistics’ Planning and Success

This session will introduce what analytics is, how they work together, and where they can be of value in the reverse supply chain.

Steven Carnovale, Portland State Univ. 7:30—8:30 AM

6A

How to Set Goals and Actually Achieve Them

Want to be a high performance manager able to achieve your dreams and aspirations? High per-formance people, just like high performance organizations, have key factors in common. They develop clear pictures of what they want, see themselves actually doing what they want to do, are clear and excited about their basic purpose, and they clearly understand what they value and are able to verbalize it. These vision elements are the motivators that help people set realistic goals, develop clear communication, respond creatively to change, push past self imposed and other barriers, and deal most effectively with others. Once a person has a clear vision, they can easily create the goals that will get them there. This session will help them do it.

Alan Ovson, Ovson Communica-tions 7:30—8:30 AM

4B

It’s Your Responsibility: The Impact of Supplier CSR Performance on Firm Value

The importance of maintaining acceptable levels of social responsibility throughout the supply chain is clearly growing. But by how much? This presentation answers that question and more by analyzing 20 years of financial market data, and observing how social responsibility issues have impacted share price and firm value. Thousands of data points but only a few big conclusions.

Zac Rogers, Colorado State Univ. 8:40—9:40 AM


9

Wednesday, October 19, 2016 (continued)


5B

Supplier Relationship Management

A shift is happening in the Supply Chain Management profession. Traditional procurement func-tions are being outsourced, as these skills are no longer seen as strategic capabilities of the in-house procurement team. As these non-core competencies shift towards out-source, organiza-tions are more reliant on suppliers to ensure innovation, security of supply, corporate social re-sponsibility, and on-going cost savings. In short, strategic supplier partnerships are key to the suc-cess of the organization. Join Kathleen Allen for this interactive session on how to proactively use the discipline of Supplier Relationship Management to work collaboratively with suppliers in order to maximize the value derived from those supplier relationships and help drive a competitive ad-vantage for your organization.

Kathleen Allen, Boeing 8:40—9:40 AM

6B

Building Business Acumen Panel Discussion

This session seeks to enhance supply chain professionals’ knowledge with respect to what the C-suite wants their employees to know. Key topics will include cross-functional collaboration, the impact of increased data availability on supply chain decision making, and the role of shifting glob-al trade patterns among other things. Panelists: Steven Carnovale (Portland State University); Luke Marusiak (Spacelabs Healthcare)

Moderator: Lorie Day, Denali Group

Panelists 8:40—9:40 AM

4C

Managing Risk in the Supply Chain

The supply chains that we operate in are full of risks, including financial, operations, environmen-

tal and political risks. How do we go about managing (and mitigating) these risks as supply chain

professionals? This session will talk about the various approaches to risk management, as there is

no “one size fits all” when it comes to risk. Do we avoid it, mitigate it, transfer it, or just keep our

fingers crossed? The presenters will offer their experience and insights from both a procurement

management perspective and a through a risk management lens. Real life case studies will be

shared with attendees that will help to better understand the importance of properly managing

supply chain risks.

Darin Matthews (UC Santa Cruz) & Marc Anderson (King County Metro Transit) 9:50—10:50 AM

5C

Project Management for Supply Chain Professionals

In today's world Project Management and Project-Portfolio Management are key to success of any organization. It is also important for Supply Chain and Procurement professionals to be up to date about new PPPM frameworks, such a Agile/ Scrum, and change with shift in the industry. In this session Gaurav Mehra will provide an overview of Project Management and how it relates to Sup-ply Chain and Procurement Management. He will also present an overview of Agile methodolo-gies, especially Scrum framework and share how in his experience technology services procure-ment has evolved in organizations embracing Agile and Scrum.

Gaurav Mehra, Project Management Institute 9:50—10:50 AM

6C

Strategic Thinking for Supply Chain Professionals

As the global marketplace changes and transforms, supply chain management professionals need to think strategically and provide innovative leadership. Learn about how SCM professionals can help create value for the organization by aligning the supply chain with the organization’s business strategy.

Luke Marusiak, Spacelabs Healthcare 9:50—10:50 AM

10

Session Speakers

Kathleen Allen, CPSM, CPSD

Kathleen Allen is a results-oriented leader with a diverse range of experience and a passion 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 Washing-ton for the 2014-2015 year and is also a three time winner of the ISM Western Washington Presi-dent’s award for outstanding contributions to the organization.

Steven Carnovale, PhD

Dr. Carnovale is an expert supply chain strategist and econometrician who specializes in interfirm networks, risk management, supplier selection & relationship management, global sourcing strate-gies and global production networks with a specific focus on equity and non-equity-based partner-ships. Dr. Carnovale has published more than 35 journal articles and conference proceedings. Dr. Carnovale earned his B.S. and PhD degrees at Rutgers University, specializing in Supply Chain Man-agement and Marketing Sciences. Dr. Carnovale is a frequent speaker at both academic and pro-fessional supply chain meetings.

Gerard Fernandez, C.P.M.

Gerard Fernandez is a Senior Associate at Denali Sourcing Services with 28 years of experience as a procurement professional. Prior to Denali Group, Gerard worked as a Strategic Sourcing & Suppli-er Relationship Manager at Clearwire, Contracts Manager at Johnson Controls, Purchasing Pro-gram Manager at Nortel Networks, and Supplier Manager at Bay Networks. Gerard was a Past President of ISM-WW and graduated from the University of Colorado Boulder.

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 educa-

tion programs at the University of New Hampshire’s Paul College of Business. Presently, she works

as the Experiential Learning Manger at the University of Washington’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 University of New Hampshire.

Marc Anderson, ARM, CRIS

Marc Anderson is the Risk Program Manager for King County Metro Transit, the largest transporta-

tion authority in the Northwest. His background includes serving as risk manager for Portland’s

largest county and its largest school district. Marc is considered an expert in his field and has a

track record of delivering extensive savings for his organizations through effective risk manage-

ment. Marc is a graduate of Washington State University.

Session Speakers (continued)

11

Richard Himmer, PhD

Dr. Richard P. Himmer is a coach, a credentialed hypnotherapist, an Emotional Intelligence consult-ant, and a powerful, public speaker. His seminars, workshops, and speaking engagements take 30+ years of corporate, business, and personal experience and assimilate them into his message. He received his Bachelor’s degree from Brigham Young University, his MBA from City University, his masters in psychology and his PhD in Industrial/Organizational psychology from Walden University.

Steve Holland, PhD

Dr. Steve Holland is a Professor of Business at the University of Washington Bothell. He served as Director of the Business Program at UW Bothell from 2002-09. Dr. Holland has taught at the Uni-versity of Kentucky, the University of Michigan, the University of Colorado, and Texas State Univer-sity and served as Economist for the Federal Reserve Bank of St. Louis. Previous administrative appointments include Vice President of the Economics Institute and Chair of the Department of Finance and Economics at Texas State University.

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 research 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 sig-ma implementation. He has authored several academic research papers and has also been in-volved 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.

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

Steve is the Director of University Purchasing at Gonzaga University. He has been with the Univer-sity 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.

Luke Marusiak

Luke Marusiak is currently the Vice President of Global Operations at Spacelabs Healthcare. Prior to Spacelabs Healthcare, Luke served as Chief Operating Office of Intevac, CEO of MDC Vacuum Products, and worked at Applied Materials. Luke holds a MS from the University of Southern Mis-sissippi and a BS from Gannon University.

12

Session Speakers

Darin Matthews, CPPO, CPSM, C.P.M.

Darin Matthews is the Director of Procurement for the University of California, Santa Cruz. He has over 25 years of procurement and supply chain experience in a variety of sectors, and formerly served as President for the Institute for Public Procurement. Darin is the author of several books and articles, including Effective Supply Management Performance published by ISM. He is also a columnist for Government Procurement magazine and speaks throughout the world on such is-sues as strategic procurement, sustainable procurement strategies, and global logistics.

Adrienne Neubert, MBA, CPSM, CPSD

Adrienne Neubert is currently president of ISM-WW and has 15 years of experience in supply chain. Currently she is a Senior Commodity Manager at PACCAR and is responsible for PACCAR’s North American spend for commodities that include fuels, oils, greases, gases, paint, office sup-plies, copy machines and office furniture. Prior to PACCAR she held purchasing roles at Leviton Manufacturing and Pacific Bag, always working on the direct spend side of the business. Adrienne holds an MBA from the University of Washington.

Martin Norris, C.P.M.

Martin Norris has a bachelor’s degree in Microbiology from Oregon State University. For most of his career he has been on the business side of life science organizations including sales and supply chain. Currently, Martin is a New Product Introduction Buyer at Spacelabs Healthcare — a global medical device manufacturer. Martin really enjoys the technical aspects of supporting R&D Engi-neering teams creating new medical devices. Martin buys 3D printed parts and 3D printing sup-plies for Spacelabs and does all the supply chain activities required to support prototyping.

Zac Rogers, PhD

Dr. Rogers is an Assistant Professor of Operations and Supply Chain Management at Colorado State University. His primary research interests include the financial impact of supply chain sus-tainability, cradle-to-grave project management, and various other emerging purchasing and logis-tics issues. Dr. Rogers earned his B.S. and M.B.A. degrees at the University of Nevada, Reno and his PhD in supply chain management from Arizona State University. Prior to returning to academia Dr. Rogers worked as a purchasing agent for a large hotel-resort and as an operations manager for Quidsi, a subsidiary of Amazon.

Gaurav Mehra, PMP, CSM

Gaurav is a seasoned Project-Portfolio Manager and Agilist. He is the Vice President of Programs at Puget Sound Project Management Institute (PSPMI.org), an Associate Faculty at City University of Seattle, School of Business and an Advisor investor to startups. A 20 year veteran of Technology industry he has held management roles at organizations such as Accenture, AT&T, T-Mobile, Merck & Co and VeriSign leading, coaching and supporting Agile initiatives as well as transfor-mations. Gaurav has a MBA, couple of Masters in Computer Science/ Engineering and is a certified PMP and CSM.

Session Speakers (continued)

13

Mike Taylor, C.P.M.

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

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 management professional with 15 years of supply and purchasing management experience and in 2010 he launched Sourcing Al-lies North America in Seattle, Washington where he is currently 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.

Kellen Bets, MS, PMP, CSCP

Kellen Betts is on the Board of Directors of ISM-WW and Emerging Professionals Chair. Kellen also is the Lead Demand Planning Analyst in the Parts division of PACCAR. Before joining PACCAR, Kel-len 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. Currently, he is pursuing a second M.S. in Global Supply Chain Management from Portland State University.

Lorie Day, C.P.M., MBA

Lorie Day is currently a sourcing manager at Denali Group and serves as Vice President of ISM-WW. Lorie has 20 years of experience in purchasing, sourcing and contract management. She has worked in the manufacturing, cellular, insurance and retail industries. Lorie has an MBA from Se-attle Pacific University and holds the C.P.M. certification.

Panel Session Moderators

14

Session Panelists

Ozden Bayazit, PhD

Ozden Bayazit is Professor of Supply Chain Management in the College of Business, Central Wash-ington University. She has been teaching supply chain management, procurement management, operations management, and international logistics for over 13 years. Her current research inter-ests include supply chain risk, multi-criteria decision making methodologies, and e-procurement. Her work has appeared in International Journal of Production Economics, Benchmarking: An Inter-national Journal, International, Journal of Business Innovation and Research, Journal of Systems Science and Systems Engineering, Journal of Manufacturing Technology Management, and others.

Diane Mooney

Diane Mooney is the Director of the U.S. Commercial Service - Seattle, U.S. Department of Com-merce. CS – Seattle is responsible for providing export promotion services to small and medium companies in western Washington n a variety of sectors. Specifically, Diane works with the aero-space and defense community to assist companies in exporting their products, services and technol-ogies. She has been with the Department for 22 years. Diane received her BA in International Affairs and German at the University of Puget Sound, and studied in Germany at the Goethe Institute in both Munich and Freiburg. She received her MA in National Security and Strategic Studies from the Naval War College.

Eric Schinfeld

Eric Schinfeld is President of the Washington Council on International Trade (WCIT). He also serves as Chief of Staff and Executive Vice President of the Seattle Metropolitan Chamber of Commerce. Prior to these roles, Eric spent five years as staff to the Prosperity Partnership - a coalition of busi-ness, government and community organizations focused on ensuring long-term prosperity for the Puget Sound region - and he began his career in the Washington, DC office of U.S. Congressman Rick Boucher. Eric has a B.A. from the University of Pennsylvania and an M.P.A. from the University of Washington's Evans School of Public Affairs.

Robin Twyman

Robin Twyman took up his assignment as Consul (Business and Government Affairs), Seattle, in Jan-uary 2013. He has served in the United States since 2009, previously working at the British Embassy in Washington DC as First Secretary (Trade Policy, Business Affairs and Agriculture). His diplomatic career has seen him serve overseas tours in America, Africa, the Middle East and Europe. His assign-ments at home and abroad have covered a range of foreign policy, security policy and commercial diplomacy duties.

Sarah Zhu, CPSM, C.P.M., CPCM, SCMP

Sarah Zhu has over 10 years of diverse experience in supply chain and logistics with focus on global sourcing, contracts negotiation, project management, commodity management, process improve-ment, and lean manufacturing. Sarah currently leads the procurement and contracts department at Vertafore, Inc. Prior to her current role, she worked for Fortune 500 companies in semi-conductor and electronic manufacturing industries as well as for financial institution and utility industries. She previously served on the board as VP, Director of Marketing and Communication, and Director of Membership for ISM-Northern Virginia.

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Optional Tours

Conference Venue

FedEx Tour—October 17, 2016

Boeing 737 Plant Tour—October 19, 2016

Tour the newly opened FedEx Ground shipping facility in Fife. The $165 million, 311,000 square foot facility was opened in June 2016 and is the first automated fa-cility in Washington state. The facility operates 24 hours a day and processes 18,000 parcels per hour. Join the tour to see the new technology being used in this facili-ty.

The cost of the tour includes a box lunch and roundtrip transportation to and from the Coast Bellevue Hotel.

Additional Cost: $20.00 per person

Tour Boeing’s plant in Renton where the Boeing 737 Next Generation and MAX airliners are built. The 1.1 million square feet facility produces 42 airplanes a month. The Renton plant is rich in history. In the 1940s, it was a temporary home for a circus. Between 1974 to 1985, the facility was used to build military ships along with airplanes. Join the tour to discover more fun facts about the Boeing Renton Plant.

The cost of the tour includes roundtrip transportation to and from the Coast Bellevue Hotel.

Additional Cost: $20.00 per person

All conference sessions will be held at:

Coast Bellevue Hotel 625 116th Avenue NE, Bellevue, WA 98004 Tel: (425) 455-9444

Free parking is available for conference attendees and hotel guests.

Registration & Accommodations

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Early Bird Registration (Valid July 15, 2016—September 17, 2016) Extended to 9/24/16

ISM-WW Members $ 350.00

Other ISM Affiliates & APICS, NIGP, ASQ, CSCPM Members $ 350.00

Non-Members (includes one year of ISM-WW membership) $ 450.00

Registration (Valid September 25, 2016—October 17, 2016)

ISM-WW Members $ 425.00

Other ISM Affiliates & APICS, NIGP, ASQ, CSCPM Members $ 425.00

Non-Members (includes one year of ISM-WW membership) $ 525.00

Accommodations are available at the Coast Bellevue Hotel at 625 116th Ave. NE, Bellevue, WA 98004. ISM-WW has secured a discount rate for attendees. The single rate is $149.00. Use this discount code when making your reservations online or via phone:

CBH-GF1325

The online link to the hotel website and toll free number can be found at www.ismww.org. Rooms at this rate are limited so make your reservations early.

Register online at www.ismww.org

Questions

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

Gail Kelley ISM-WW Immediate Past President and Conference Director E-mail: [email protected]

73rd Annual Northwest Purchasing Conference & … · 73rd Annual Northwest Purchasing Conference &...

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