ISM-Spokane 75th Pacific Northwest Purchasing …...Affiliate Leadership Training Workshop – FREE...
Transcript of ISM-Spokane 75th Pacific Northwest Purchasing …...Affiliate Leadership Training Workshop – FREE...
Join us for the 75th annual Pacific Northwest Purchasing Conference and Affiliate Leadership Training
hosted by ISM-Spokane. Sponsored by the Northwest Purchasing Education Council and the Washington
State Chapter of NIGP. The Pacific NW conference is the major annual educational event representing ISM
Affiliate chapters from Washington, Oregon, Idaho, Alaska and Hawaii.
ISM-Spokane
75th Pacific Northwest
Purchasing Conference October 21-23, 2019
PROFESSIONAL PUTTING THE
Darin Matthews, FNIGP, CPPO, CPSM, C.P.M. Darin Matthews is the Director of Procurement and Supply Chain for the University of California, Santa
Cruz. He has over 25 years of procurement and supply chain management experience in a variety of
sectors, and formerly served as President for NIGP: The Institute for Public Procurement. Darin is the
author, a columnist, and speaks throughout the world on various supply chain management topics.
He is a currently a faculty member for UCSC Silicon Valley Extension and California State University –
San Bernardino. He holds a Bachelor’s degree in Business/Political Science and a Master’s in
Acquisition Management. Darin is the recipient of several awards including the Albert H. Hall
Memorial Award from NIGP, their highest honor, and the Lewis Spangler Award.
John Dickson John Dickson, Spokane County COO, is leading significant operational improvement activities within
county government and across the region focused on more efficient, effective and affordable
processes. In his role, he’s overseen 500 improvement projects initiated and run by county staff. Prior
to government, John worked for the military side of Boeing for over 20 years on the Sea Launch, B-2
bomber, and F-22 Raptor programs. He left Boeing to become Berg Integrated System’s General
Manager, a start-up company in Plummer, ID that fabricated large fuel bladders and expandable
shelters for the US Army. His government career began in 2010 when he became WA State
Employment Security Department’s Regional Area Director overseeing the WorkSource Spokane
Employment Center. John has also been a Dale Carnegie leadership trainer since 2003 and has been
ranked as high as their #2 trainer worldwide.
Dr. Grant Forsyth Dr. Forsyth is the Chief Economist of Avista Corp. Before coming to Avista in 2012, he was Professor of
Economics at EWU for 13 years and prior to that, he worked for nearly three years in the Czech
Republic as an academic and private sector economist. Dr. Forsyth received his BA in Economics from
Central Washington University (1988), his MBA in Finance from the University of Oregon (1990), and
his PhD in Economics from Washington State University (1996). He also serves on the Governor’s
Council of Economic Advisors and the Spokane Mayor’s Council on Economic Policy and Forecasting.
PROCUREMENT PIECES TOGETHER
Affiliate Leadership Training Workshop – FREE opportunity for conference attendees Monday morning prior to the Conference (Oct 21, 8:00 a.m. – noon) we will host a leadership workshop where we will share information and ideas about
leading and managing our local ISM affiliates. We’ll call on some of our experienced leaders to discuss topics including; administering an affiliate,
organizing programs and recruiting members. We’ll also spend some quality time networking and brainstorming the best ideas we can all take back to our
affiliate. Affiliate leadership team members and volunteers interested in the long term growth and value of our organization are invited to participate.
Breakout Session Speakers
John Dickson John Dickson, Spokane County COO, is
leading significant operational improve-
ment activities within county govern-
ment and across the region focused on
more efficient, effective and affordable
processes. In his role, he’s overseen
500 improvement projects initiated and
run by county staff. Prior to government,
John worked for the military side of Boeing for over 20
years on the Sea Launch, B-2 bomber, and F-22 Raptor
programs. He left Boeing to become Berg Integrated Sys-
tem’s General Manager, a start-up company in Plummer,
ID that fabricated large fuel bladders and expandable shel-
ters for the US Army. His government career began in 2010
when he became WA State Employment Security Depart-
ment’s Regional Area Director overseeing the WorkSource
Spokane Employment Center. John has also been a Dale
Carnegie leadership trainer since 2003 and has been
ranked as high as their #2 trainer worldwide.
Karen Fitzthum Karen has over 20 years’ experience in
public contracting for government, in-
cluding a wide array of products, ser-
vices, construction, and consulting ser-
vices. She has worked for agencies in
Snohomish, Island and King County,
and has served as a Disadvantaged
Business Enterprise Liaison for her
agency. She has served Sno-Isle Regional Library, King
County, Community Transit in Procurement roles over her
career. Today Karen is the Procurement and Records Man-
ager for the City of Lynnwood. Karen has supported the
inclusion of small, minority, veteran and other disadvan-
taged businesses throughout her work as a contracting
officer for government. She has set and achieved contract-
ing goals for including small businesses in contract awards.
She works with other regional procurement officers to pro-
mote small businesses in our region. Karen is a promoter
of continuous process improvement, engaging staff and
customers to develop and deliver ever better services. She
has used these processes to generate improved processes
for her agencies over the past 15 years, using a variety of
tools to achieve success.
Dr. Grant Forsyth Dr. Forsyth is the Chief Economist of
Avista Corp. Before coming to Avista in
2012, he was Professor of Economics at
EWU for 13 years and prior to that, he
worked for nearly three years in the
Czech Republic as an academic and
private sector economist. Dr. Forsyth
received his BA in Economics from
Central Washington University (1988), his MBA in Finance
from the University of Oregon (1990), and his PhD in
Economics from Washington State University (1996). He
also serves on the Governor’s Council of Economic
Advisors and the Spokane Mayor’s Council on Economic
Policy and Forecasting.
Dale Hylton Dale is a veteran of the drone industry
with nearly 5 years working with retail-
ers, scientists, service companies and
manufacturers to help bring drones to
the forefront of commercial use. He
has flown a variety drones from multi-
rotors for versatility to fixed wing and
VTOL drones for long distance
flights. His experience includes the
use of sensors that collect multi-spectral imagery for vege-
tation analysis in farming and scientific research to LiDAR
(lasers on drones!) for mapping topography and aggregate
analysis along with gas detection and thermal sensing. As
a business development director Dale has helped retailers
and manufacturers grow in the ever-changing drone space.
Victor Leamer Victor Leamer is the Senior Buyer with
Spokane County in Washington previ-
ously working 30 years with the State of
Alaska. He has presented NIGP webi-
nars on protests, responsiveness, and
contract price adjustments and leads
the online course Developing and Man-
aging Request for Proposals. Victor has
a bachelor's degree in Broadcast Jour-
nalism from Western Washington University (Bellingham,
WA). Victor also serves on NIGP's Knowledge Management
and Content Management Committees.
Breakout Session Speakers
Steve Lunden, MBA, CPSM,
C.P.M Steve Lunden recently retired from Gon-
zaga University in 2019 as the Director
of Purchasing. With 23 years of service
at Gonzaga University, he has been (at
various times) responsible for a variety
of functional areas including, Purchas-
ing, Warehousing, Mail Services,
Maintenance, Grounds and surplus disposal for the Univer-
sity. Before coming to Gonzaga, he spent over 18 years in
the steel industry in the Spokane area. He has worked at a
large corporate steel distribution center, Ryerson Steel,
and in the family owned steel fabrication business, Lunden
Construction Products. Steve has also done consulting and
enjoys speaking at various conferences in the Pacific
Northwest. He has also taught as adjunct faculty at EWU,
and the C.P.M and CPSM certification classes for ISM Spo-
kane. Steve received his BA in Business Administration
from EWU in 1984, completed his MBA in 1990, earned his
C.P.M. in 2001, CPSM in 2012, and Lifetime C.P.M. in
2013.
Ian Mallison In the role of VP Supply Chain Solutions,
Ian Mallison leads a global professional
services team that helps customers and
clients achieve improved performance
in their supply chains through advanced
analytics and collaboration on a range
of different types of improvement pro-
jects. In order to assist their customers,
the Supply Chain Solutions team cre-
ates digital representations of the supply chain, construct-
ed in a virtual environment that allows for ongoing exami-
nation, validation, and projection of future states. Truly
innovative organizations are already leveraging these ser-
vices in order to transform their supply chains with confi-
dence, align their supply chain strategy with their business
strategy, and turn their supply chains into sources of com-
petitive advantage. Prior to joining Expeditors in 2013, Mr.
Mallison worked for Lenovo Computers leading their Global
Logistics team, and previous to Lenovo Ian held senior
leadership positions in large 3PL and shipping line organi-
zations. His combined experience spans over 32 years in
the logistics industry covering global supply chain functions
in many sectors including Retail, Automotive, Technology,
Healthcare and Manufacturing, where he developed an
understanding of how the dynamics within each unique
supply chain need to work in harmony to create a truly suc-
cessful end-to-end model.
Ian is a British citizen and resides in Seattle, Washington.
He has also lived and worked in Europe and Asia, which
has enabled him to develop a multi-cultural approach to
business. He is regarded as being commercially astute with
excellent communication skills combined with intuitive vi-
sion for structure, organization and process required to
drive service and cost improvement strategies that deliver
superior customer service. Ian possesses a natural consul-
tative approach that is pragmatic and effective in motivat-
ing and influencing others, whilst gaining trust and respect
at all levels.
Darin Matthews, FNIGP, CPPO,
CPSM, C.P.M. Darin Matthews is the Director of Pro-
curement and Supply Chain for the Uni-
versity of California, Santa Cruz. He has
over 25 years of procurement and supply
chain management experience in a varie-
ty of sectors, and formerly served as
President for NIGP: The Institute for Pub-
lic Procurement. Darin is the author, a
columnist, and speaks throughout the world on various
supply chain management topics. He is a currently a faculty
member for UCSC Silicon Valley Extension and California
State University – San Bernardino. He holds a Bachelor’s
degree in Business/Political Science and a Master’s in
Acquisition Management. Darin is the recipient of several
awards including the Albert H. Hall Memorial Award from
NIGP, their highest honor, and the Lewis Spangler Award.
Taresa Nephew Taresa is a Program Manager for game
changing technologies at Itron, the
largest IoT company in the world,
based in Liberty Lake. Since passing
the Project Management Professional
(PMP) exam in 2011, she's taught
PMP Exam Prep for the local chapter
and her Itron colleagues. Taresa is a
Whitworth guest lecturer on Agile pro-
ject management and teaches project management to un-
dergraduate and MBA students at Gonzaga. Please, ask
her about project management because she can't wait to
talk about it with you.
Breakout Session Speakers
Colin Polacek Prior to joining Itron, Inc. in May of
2017 as In-House Counsel, Colin
served as a Contracts & Business
Advisor to Chevron’s Gulf of Mexico
Business Unit. As part of Chevron’s
Procurement/Supply Chain Manage-
ment (P/SCM) function, Colin part-
nered with operations, engineering
and IT stakeholders to establish and
maintain strategic supplier relationships and their respec-
tive contract lifecycles. During this time at Chevron, Colin
played an integral role in helping the business navigate the
Great Oil Crash of 2014 through aggressive sourcing pro-
jects and innovative contract negotiation and manage-
ment. In his current role, Colin advises on and supports the
negotiation and management of a wide range of commer-
cial agreements including direct and indirect procurement
agreements, intellectual property licensing, research and
development agreements, and strategic partnership agree-
ments. In addition to his transactional support, Colin works
closely with his P/SCM colleagues to establish global pro-
curement and contracting governance to drive efficiency
and enhanced outcomes from the supplier/contract man-
agement processes. Colin earned his B.A. in Economics at
Marquette University in Milwaukee, WI; then went on to
graduate cum laude with a J.D./M.B.A. in Supply Chain
Management from Michigan State University.
Nick Smoot & Chris
Cockran of Innovation
Collective Innovation Collective has traveled to
over 70 communities in the last 4
years to run a national experiment;
can a better model be deployed in
cities to engage under activated
citizens resulting in corporations
improving their bottom line and
community impact. This model has
attracted leaders from companies
like Google, Facebook, Apple, and
Microsoft to small towns they work
with. This model has helped unlock
$100’s of millions in unrealized val-
ue. Come learn how they guide cor-
porations, government, and citizens
to play better together in this chang-
ing economy.
Mike Taylor Mike Taylor, C.P.M., has been in the
Supply Chain profession since 1973.
His career includes purchasing re-
sponsibility 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 pro-
curement manager as well as many years as a procure-
ment team lead. Mike retired in December 2015 after 42
years in the profession. Mike has purchased and/or man-
aged the procurement of a wide range of products and ser-
vices. During the last 20 years of his career, Mike's respon-
sibilities included developing and managing procurement
policies, procedures, professional and technical training,
purchasing ADP systems and electronic records for prime
contractors at the Department of Energy Hanford Site. Mike
has been a leader in increased internet and electronic
tools usage by the department since 1994. Mike is the
developer and owner of MLTWEB.COM and the PURCHAS-
ING TOOLBOX. A web site of resources and information for
purchasing professionals. In December 2000, Mike's web
site was recognized as one of the top 25 purchasing relat-
ed web sites by iSource Magazine. Mike’s professional ex-
perience includes presenting seminars, speeches and
workshops at professional meetings, conferences, supplier
and public forums and company training programs.
Charles Ziegert After retiring from the Army with 22
years of service Chuck entered State
service with the Department of Labor
& Industries in 2008. In 2011,
Chuck joined the Prevailing Wage
program as a Customer Service Spe-
cialist 2 with primary duties of pro-
cessing Intent and Affidavit forms
along with assisting customers with
questions regarding prevailing wage law. He then moved to
primarily working with interested party requests for certi-
fied payroll records. In 2014, Chuck was promoted to an
Industrial Relations Agent 2 position with primary duties of
answering technical questions and assisting with outreach
presentations to awarding agencies and contractors. In
2018 Chuck was promoted to Industrial Relations Special-
ist 3 with primary duties of outreach, technical question
assistance, and review of Notice of Violation documents
drafted by field agents.
Monday, October 21
7:00 - 7:00 pm Registration and Information Desk Open
Affiliate Leadership Training Workshop (ALTW)
7:30 - 8:00 am ALTW Registration and Networking
8:00 - 8:30 am ALTW Opening Welcome
8:35 - 9:45 am ALTW Workshops
9:45 - 10:00 am Break
10:00 - 11:10 am Round Table Sharing and Focus Groups
11:15 - 11:30 am Wrap Up and Path Forward
2019 PNPC Conference
1:00 - 2:15 pm Opening/Keynote Address — John Dickson
2:30 - 3:45 pm Break Out Session #1
4:00 - 5:30 pm Reception with no-host bar
5:30 - 9:00 pm Hospitality Suite Open
Tuesday, October 22
7:00 - 5:30 pm Registration and Information Desk Open
8:00 - 9:15 am Supplier Showcase
9:15 - 10:30 am Break Out Session #2
10:30 - 10:45 am Refreshment Break with Supplier Showcase
10:45 - 12:00 pm Break Out Session #3
12:00 - 12:15 pm Supplier Showcase
12:15 - 2:00 pm Lunch/Keynote Speaker - Darin Matthews
2:00 - 2:45 pm Supplier Showcase
2:45 - 4:00 pm Break Out Session #4
4:00 - 6:00 pm Supplier Showcase
6:30 - 8:30 pm Banquet Dinner and Entertainment
8:30 - 10:00 pm Hospitality Suite Open
Wednesday, October 23
7:00 - 1:00 pm Registration and Information Desk Open
8:30 - 9:45 am Break Out Session #5
9:45 - 10:00 am Refreshment Break
10:15 - 11:30 am Break Out Session #6
11:45 - 1:30 pm Lunch/Closing Speaker - Grant Forsyth
Conference Schedule at a Glance
Breakout Sessions
Session 1A—Monday 2:30-3:45pm NIGP-Session 1 - Prevailing Wage - The Paperwork
Charles Ziegert
Everyone’s favorite part of a construction project is the pa-
perwork right? This session will look at what the statutes
and rules say regarding the paperwork required to ensure
compliance with prevailing wage law. Each and every con-
tractor on a public works project must file a Statement of
Intent to Pay Prevailing Wages (Intent) form, and an
Affidavit of Wages Paid (Affidavit) form for each contract to
perform work. What are the requirements of the contractor,
the department of labor & industries and the awarding
agency in this process? When can the combined form be
used? What are the requirements and function of the certi-
fied payroll report? These questions and more will be an-
swered.
Session 1B—Monday 2:30-3:45pm Certifications - Changes and Importance
Steve Lunden
Steve Lunden will present on the CPSM certification of-
fered through ISM focusing on the changes and importance
of the certification process. We’ll delve into the recent
changes in the format of the exams and the study materi-
als. We’ll look into the content requirement changes and
the new tasks included. As one of the select few who have
taken the ISM CPSM Instructor Series in 2018, Steve is
well qualified to discuss the CPSM certification.
Session 1C—Monday 2:30-3:45pm Influencing Change
John Dickson
The procurement industry is changing faster than ever, and
all of us have parts of our jobs where we need to influence
others to think differently or to behave differently - in other
words we need to be able to influence change. If we want
to help people change, we must help them decide the
change is in their best interest. We must influence people,
not force change upon them. This can be challenging, and
most people face resistance when leading change initia-
tives. During this session, participants will learn simple yet
effective techniques to effectively influence change and
will be encouraged to share their own change agent suc-
cess stories!
Session 1D—Monday 2:30-3:45pm Leading a Team – Practical Aspects of Good Leaders
Mike Taylor
During my adult life, I’ve had the opportunity to observe
many leaders. Good or bad - they demonstrated practical
aspects of motivating and leading teams. In this presenta-
tion we will review characteristics and qualities of leaders
who were influential in my career and discuss how we can
use those observations to become more effective
Session 2A—Tuesday 9:15-10:30am NIGP - Session 2 - Avoiding Procurement Landmines
Victor Leamer
This session discusses aspects of Procurement that would
enhance the solicitation process including legal and ethical
obligations of employees involved in procurement and how
to avoid common pitfalls that lead to protests. It will also
introduce a purchasing method called the Best Value Ap-
proach (BVA), created by The Performance Base Studies
Research Group, which streamlines the solicitation process
by reducing paperwork (proposals have no more than 16
pages), selection time, and risk. BVA will focus on how the
method allows experts to show their dominance clearly and
concisely, remove potential for protests through transpar-
ency, and results in a truly win-win outcome.
Session 2B—Tuesday 9:15-10:30am Negotiations—Models, Practices and Pitfalls
Colin Polacek
Intended as a high-level overview, this session will first in-
troduce you to the most common negotiation models and
then cover some best practices and pitfalls to avoid, along
with tips for navigating the most negotiated terms.
Throughout the session, Colin will provide his perspective
on contracting as a team sport and the value that supply
chain/procurement professionals bring to the negotiation
table.
Session 2C—Tuesday 9:15-10:30am Back to the Future of Supply Chain
Ian Mallison
This covers the journey we have taken in the Supply Chain
Industry over the last 20 years and just how quickly things
have changed. It then looks forward to what is being pre-
dicted for the next 10-20 years and how things might look
for our industry in the future given the fact that consumers
are demanding more, technology is developing at a rapid
rate and some companies are using their supply chains to
gain competitive advantage, particularly in the retail sector
which is one of the most complex and competitive areas of
business. It includes pictures and movie content to illus-
trate many of the points.
Session 2D—Tuesday 9:15-10:30am Lean Principles and Theory of Constraint
John Dickson
During this session, you’ll learn the basic principles of Lean
and Theory of Constraints and how they can be effectively
applied to both product and service supply chains. Lean
focuses on creating more value for customers by continu-
ously improving people and processes. Theory of Con-
straints focuses efforts, energy and attention on eliminat-
ing system constraints, or bottlenecks, that restricts
throughput. Simulations will be run with participants to
demonstrate these concepts
Breakout Sessions
Session 3A—Tuesday 10:45-12:00pm NIGP - Session 3 - Prevailing Wage - Recent
Legislative Changes
Charles Ziegert
The prevailing wage law is usually a hot topic for legislative
action. Many changes have occurred in the last several
years that affect public works from the bid process through
project close out. We will look at changes to the way wage
rates are set; the addition of a contractor training compo-
nent to responsible bidder criteria, the expansion of the
use of the unit price contract method to procure public
work; new certified payroll reporting requirements by con-
tractors; process changes to L&I investigative procedures;
new enforcement actions the department can take against
violators and how this will affect your projects and more.
Session 3B—Tuesday 10:45-12:00pm Resolving Contract Disputes
Darin Matthews
Even after a successful and stress free procurement pro-
cess, supplier protests and contractor disputes can still
come our way. This session will discuss strategies on deal-
ing with differences of opinion in the world of public con-
tracting. Often times an unsuccessful bidder or proposer
will challenge the award of a contract, which must be dealt
with before moving forward. Additionally, the supplier se-
lected for the contract may interpret things differently,
which can lead to a contract dispute. Real life experiences
and case studies will be shared.
Session 3C—Tuesday 10:45-12:00pm Graying Workforce - Preparing to Backfill Positions
Steve Lunden
Steve Lunden will discuss a topic that impacts all of us –
the Graying of the Supply Chain workforce. We’ll examine
the impact of the Baby Boomers entering their retirement
years (Steve can speak from firsthand experience). We’ll
look into the talent and skills gaps that employers face as
the look to fill position vacated by experienced, qualified
personnel. We’ll examine the brain drain and potential
solutions to these issues. Will technology alone be able to
save us? Join us for this discussion.
Session 3D—Tuesday 10:45-12:00pm Supply Chain Design
Ian Mallison
Given the world of Supply Chain is changing so rapidly,
what can businesses do to ensure their logistics networks
remains at its most optimal performance? We take a close
look at where there might be opportunities within the sup-
ply chain to improve productivity, costs or simply deal with
a problem such as new duty rates! This will be a power-
point presentation but will also include some case studies
illustrating areas where companies have changed their
supply chains and found it beneficial.
Session 4A—Tuesday 2:45-4:00pm NIGP-Session 4 - Requests For Proposals - Different
but not Difficult
Victor Leamer
There seems to be a cloud of mystery surrounding Request
for Proposals (RFPs). Many procurement professionals see
RFPs as difficult to facilitate and use them as a last resort.
RFPs are different from other source selection methods
such as Invitation for Bids but they do not have to be diffi-
cult. This session will provide information on the different
areas of an RFP. Areas such as policy and procedure for
RFPs; evaluation committees; evaluation criteria; evalua-
tion scoring and ranking; and the Request for Proposal doc-
ument
Session 4B—Tuesday 2:45-4:00pm City Government Approaches to Community
Resources
Innovation Collective
City government interaction with community and utilizing
talent pools with-in reach. How do we find creative/
constructive resources from unlikely places within the im-
mediate community. City budgets and forming “strategic
gives” for the community.
Session 4C—Tuesday 2:45-4:00pm Sustainable Supply Chain Strategies
Darin Matthews
This class will highlight what leading organizations are do-
ing in the area of sustainable procurement. Since every
purchase we make has the ability to impact human health
and the environment, why not make product choices that
minimize or eliminate these impacts? Sustainable procure-
ment is much more than buying copy paper with recycled
content (although that's a great start); it includes measur-
ing supplier performance, adopting policies on sustainable
purchasing standards, and ensuring equity in our procure-
ment practices.
Session 4D—Tuesday 2:45-4:00pm Best Practices in Procurement Project Risk
Management
Taresa Nephew
The well planned project, once in execution, relies on the
art of risk management to conclude successfully. We’ll
discuss sources of risk, how to develop a risk management
plan, and how to drive accountability in your teams.
Breakout Sessions
Session 5A—Wednesday 8:30-9:45am NIGP-Session 5 - Avoiding Bad Apples: Preparing
Your Proposal Evaluation Committee
Victor Leamer
As anyone in public procurement can attest, preparing your
proposal evaluation committee requires advanced planning
and preparation—having even one ‘bad apple’ can have
disastrous effects on the entire project. Come participate in
this highly-interactive session as we discuss how you can
prepare yourself in selecting, training, and leading your
team toward a successful RFP solicitation, avoiding the all-
too-common pitfalls that hinder professionalized success.
Session 5B—Wednesday 8:30-9:45am Ethical Dilemmas and Decisions
Taresa Nephew
The skilled professional can navigate murky waters with
their integrity intact. We will explore the complexities of
balancing moral obligations and the pressures of being in a
global economy with often convoluted and competing busi-
ness needs.
Session 5C—Wednesday 8:30-9:45am Delivery Drones and the Challenges
Dale Hylton
We are all looking forward to the day when we don’t have
to drive to the store through traffic to get butter to make
the cookies. Let’s just have it delivered in the next 30
minutes! Is getting butter delivered just the start? How
large of an item can we have delivered? How fast can we
get these items delivered? But the real questions are…will
it make our business more efficient and will it cost less?
Learn why drones may or may not be the future we are
dreaming about when it comes to logistics overcoming
physical limitations.
Session 5D—Wednesday 8:30-9:45am Inventory Management and Warehousing 101
Steve Lunden
Steve Lunden will present on the topic of Inventory Man-
agement and Warehousing 101. We’ll explore how to start
a warehouse, what considerations are important, design
factors, logistical considerations, financial considerations,
and others. We’ll also discuss operating a warehouse from
security, access and accountability viewpoints. Included in
the presentation will be a look into the future of Warehous-
ing. Steve will draw from his experience in steel distribu-
tion, steel fabrication and higher education to illustrate
these points.
Session 6A—Wednesday 10:15-11:30am NIGP - Session 6 - The Paperless Office
Karen Fitzthum
This presentation will discuss how various software sys-
tems can be used to put requisitions, purchase orders, and
even P-card transactions on-line. Use date imports or bank-
based systems to provide purchase card transaction detail,
reconciliation and approval. Use electronic signatures to
create and capture your executed contracts and distribute
them automatically at the same time. Use your enterprise
system and other software to improve your processes,
eliminate the search for missing documents, and improve
transparency. Lean how a public agency can go paperless.
Session 6B—Wednesday 10:15-11:30am Corporate Development Models and Creative Talent
Sourcing
Innovation Collective
Business/corporate development models and utilizing tal-
ent pools within the community. Corporate events to culti-
vate creativity that also benefit your corporation. Ideas that
are new and innovative and that can help facilitate compa-
ny growth in unexpected ways will be discussed.
Session 6C—Wednesday 10:15-11:30am Asset Tracking & Inspections with Drones
Dale Hylton
In modern buildings we are able to track assets and goods
with small tracking devices, but when we have a large exte-
rior area to track or odd shaped items, how do we track
those? What do we do when we have large and odd
shaped items without tags to track? How are drones being
used to track your assets and perform inspections on large
areas. What advantages do drones offer over traditional
methods of tracking? What can drones see that give them
the edge over traditional inspections.
Session 6D—Wednesday 10:15-11:30am Form Follows Function - Contracting with Context
Colin Polacek
Deal structures and key terms continue to evolve as new
methodologies, markets and technologies arise, placing
strain on the rigid contracting practices that many compa-
nies continue to apply. This session will introduce a series
of concepts and tools to help you transition to a more nim-
ble and efficient set of practices where contract value, risk
and internal resources are balanced for more optimal out-
comes.
Session Topic Speaker
Monday, October 21
ALTW Affiliate Leadership Training Workshop
Welcome John Dickson
1A NIGP - Session 1 - Prevailing Wage - The Paperwork Charles Ziegert
1B Certifications - Changes and Importance Steve Lunden
1C Influencing Change John Dickson
1D Leading a Team - Practical Aspects of Good Leaders Mike Taylor
Tuesday, October 22
2A NIGP - Session 2 - Avoiding Procurement Landmines Victor Leamer
2B Negotiations Colin Polacek
2C Back to the Future of Supply Chain Ian Mallison
2D Lean Principles and Theory of Constraint John Dickson
3A NIGP - Session 3 - Prevailing Wage - Latest Legislation Charles Ziegert
3B Resolving Contract Disputes Darin Matthews
3C Graying Workforce - Preparing the Backfill Positions Steve Lunden
3D Supply Chain Design Ian Mallison
Lunch Invest in Yourself: The Value of Education and Training Darrin Matthews
4A NIGP - Session 4 - Requests for Proposals Victor Leamer
4B Government Approaches to Community Resources Chris Cochran
4C Sustainable Supply Chain Strategies Darin Matthews
4D Best Practices in Procurement Project Risk Management Taresa Nephew
Wednesday, October 23
5A NIGP - Session 5 - Preparing Your Proposal Eval Committee Victor Leamer
5B Ethical Dilemmas and Decisions Taresa Nephew
5C Delivery Drones and the Challenges Dale Hylton
5D Inventory Management and Warehousing 101 Steve Lunden
6A NIGP - Session 6 - The Paperless Office Karen Fitzthum
6B Corporate Development Models and Creative Talent Sourcing Nick Smoot
6C Asset Tracking & Inspections with Drones Dale Hylton
6D Form Follows Function—Contracting with Context Colin Polacek
Closing Economic Forecast Grant Forsyth
Affiliate Leadership Training Workshop (ALTW) affiliate officers, board members and committee chairs will take place the morning of Day
1 of the conference. Some of topics discussed will be: Duties of Officers, Membership Reporting, Needs of Members, Adding Value for
Members, Programs and Speakers, Keeping Legal, Newsletters, Using Social Media, ISM Bylaws, Certification, and many others.
PROFESSIONAL PROCUREMENT PUTTING THE PIECES TOGETHER
Break Out Sessions at a Glance
Registration & Hotel Information
Early Bird Registration
The early bird discount applies to registrations received on
or before September 6, 2019. Payment method must be
indicated on you registration form. Early registration for
members/spouses/guests/children cannot be processed
until payment is received.
Refund Policy
Eligibility
Member rates are available to ISM direct members, ISM
affiliate members, NIGP members, APICS members and
any other member of an organization which relates to
business and/or supply management.
Conference Cancellation and Refund Policy
Notification of cancellation of your conference registration
must be received in writing by ISM-Spokane Conference
Committee no later than October 4, 2019. No refunds will
be made for unclaimed advance registrations. If the
conference is not held for any reason, ISM-Spokane’s
liability is limited to the registration fee.
Session Selection
Your session selections help the Conference Committee
assign meeting room space for each educational session.
Session seating is on a first-come first-served basis. If you
change your mind and decide to attend a different session,
seating availability is not guaranteed.
Continuing Education Hours (CEHs)
To earn Continuing Education Hours for the conference,
you must attend sessions and complete the documentation
form provided in your packet.
Special Needs
If you require special dietary entrees, or if you require any
special services or auxiliary aides in accordance with the
Americans with Disabilities Act, please be sure to check the
appropriate box on the conference registration form. You
will be contacted by a conference representative to ad-
dress your needs.
Speakers
Should a speaker be unable to attend the conference, all
efforts will be made to replace the speaker and topic with a
program of equal merit.
Food for Thought
Your conference registration includes a reception with Hors
d’Oeuvres on Monday night, lunch & dinner on Tuesday
and lunch on Wednesday. Snacks will be provided during
session breaks.
Conference Headquarters
Northern Quest Resort & Casino is the official headquarters
for the 75th Annual Pacific Northwest Purchasing Confer-
ence. All activities, registration, exhibits and conference
educational sessions will take place at the resort. HOTEL
RESERVATIONS ARE THE RESPONSIBILITY OF THE
REGISTRANT. The conference committee has secured a
limited number of rooms at a special rate. Please note the
availability dates below and register early.
Hotel Information
Northern Quest Resort & Casino
100 N Hayford Rd
Airway Heights, WA 99001
Reservation Booking ID#: 20595
Reservation Phone: (509) 481-6000 or (866) 298-1941
Reservation Web:
https://gc.synxis.com/rez.aspx?Hotel=65230&Chain=180
73&template=grayscale&arrive=10/20/2019&depart=10/
22/2019&adult=1&child=0&group=20595
Web site: https://www.northernquest.com/
Guest Room Rate Available Until September 20, 2019
Classic Room (1-4 People): $129.00 per night* plus tax
and tourism fee. Guest room types (kings, double/doubles,
etc.) cannot be guaranteed and will be reserved on a first
come, first served basis. Hotel self-parking is available.
*NOTE - There is a government room rate of $105 per
night. Government room nights are limited and must be
reserved over the phone and not the link.
Hotel Policy
Any reservations received after September 20, will be
accepted on a space and/or rate available basis only.
Cancellations occurring less than 24 hours prior to your
stay will result in 1-night’s charge.
Dates Type of Refund Penalty Fee
By September 25 Full Refund None
After September 25
but before October 5 Partial Refund $35 processing fee
After October 5 No Refunds on Registration or Tickets
First Name: ___________________M.I.____Last Name:____________________________ Certification:________________________
Nickname (for badge):___________________________ Your Guest’s Name:______________________________________________
Title: _________________________________________ Employer Name: _________________________________________________
Mailing Address:_______________________________________City____________________________ State_____ Zip ___________
Phone:___________________Fax:____________________ E-Mail: ______________________________________________________
Affiliate/Chapter ____________________________Check here ____if you require special services or have special dietary needs.
Attending the Affiliate Leadership Training Workshop, 8:00 am to 12:00 on Monday, October 21st? ___Yes ___No (It’s FREE!)
75th Annual Pacific Northwest Purchasing Conference
Spokane, Washington - October 21-23, 2019
PROFESSIONAL PROCUREMENT PUTTING THE PIECES TOGETHER
Workshop Breakout Session Selection (Please indicate the breakout letter code A, B, C or D)
Return to: ISM-Spokane; Attn: Connie Wahl; 808 W. Spokane Falls Blvd.; Spokane WA 99201 or email to [email protected]
Meals you Plan to Attend (Please indicate the meals that you will be attending)
Guest Meals
Method of Payment (U.S. Funds Only)
Breakout 1 Monday, Oct. 21
2:30 - 3:45
Breakout 2 Tuesday, Oct. 22
9:15 - 10:30
Breakout 3 Tuesday, Oct. 22
10:45 - 12:00
Breakout 4 Tuesday, Oct. 22
2:45 - 4:00
Breakout 5 Wednesday, Oct. 23
8:30 - 9:45
Breakout 6 Wednesday, Oct. 23
10:15 - 11:30
Monday Evening Reception
Yes____ No___
Tuesday Lunch
Yes____ No___
Tuesday Banquet Dinner
Yes____ No___
__Beef OR __Fish OR __Veggie OR __Vegan
Wednesday Lunch
Yes____ No___
Monday Evening Reception
___ticket x $40
Tuesday Lunch
___ticket x $30
Tuesday Banquet Dinner
___ticket x $55
__Beef OR __Fish OR __Veggie OR __Vegan
Wednesday Lunch
___ticket x $30
By Check_______
Enclosed is a personal or organizational check.
Check #______________
Mail completed registration form with check to:
ISM-Spokane
Attn: Connie Wahl, Purchasing 808 W. Spokane Falls Blvd Spo-kane WA 99201
A receipt will follow via email.
By Credit Card_______
If you wish to pay by Credit Card, email your completed registration form to [email protected]
Upon receipt, an invoice will be e-mailed to you for credit card payment through PayPal.
Registration Totals
Early Bird Registration Paid by September 6, 2019 Member—$350 Non-Member—$375
$______
After September 6, 2019 Member—$395 Non-Member—$420
$______
Guest Meal Total $______
Total Amount Enclosed $______