ISM ’s Southwest Forum presents its 68th Annual Southwest ...68th Annual Southwest Supply Management Conference Co-sponsored with the ISM® Logistics and Transportation Group Galveston,

November 12-14, 2014 68th Annual Southwest Supply Management Conference | Galveston, Texas 1

Southwest Forum

Strength of Networking. Power of Knowledge — SWSMC Del ivers!

I S M ®’s S o u t h w e s t F o r u m p re s e n t s i t s

68th Annual Southwest Supply Management ConferenceCo-sponsored with the ISM® Logistics and Transportation Group

Galveston, Texas • November 12-14, 2014

68th Annual Southwest Supply Management Conference | Galveston, Texas November 12-14, 20142

Seminar A Supplier Performance and Remedies — How Do I Get My Supplier To Deliver Quality Goods and Services On Time?

Speaker: Kenneth D. Martin, JD, CPP, CIPN

This seminar will discuss the legal side of managing your supplier. Case studies and examples illustrating the application of the legal and contractual remedies and tech-niques for obtaining compliant supplier performance will be discussed.

The 5 key objectives for attending are to:• Understand the legal and contractual

performance obligations of suppliers• Learn the legal and contractual rem-

edies available to buyers• Learn how to reserve and preserve your

legal and contractual rights• Learn how to avoid supplier remedies

for buyer breaches• Discuss practical business solutions and

alternatives

Seminar B Total Cost Analysis: Generating Best in Class Results

Speaker: Omid Ghamami, MBA

Purchasing professionals have been led to believe that only behavioral influence strategies are needed for negotiation success. Nothing could be further from the truth. The need to have a balanced approach involving both behavioral nego-tiation strategies as well as a cost analysis strategy is taught in this seminar.

You will learn how to:• Recognize, pursue, track, and report

the various types of cost savings• Recognize and categorize the various

types of costs when doing cost analysis• Develop different types of cost models

(must cost, should cost, total cost, and benchmarking) for pre-negotiations data analysis

• Understand how to take costs out of the supply chain instead of simply focusing on reducing supplier profit margins

• Use an analytical approach to deter-mine opening and bottom line posi-tions in negotiations

• Couple these data based strategies with behavioral negotiation strategies to drive ultimate influence

Seminar C Supply Chain Business Continuity: Plotting a Course to Manage Supply Chain Risk

Speaker: Betty Kildow, FBCI, CBCP

A well-monitored supply chain in any business is key to productivity and profit. But each link in that chain is its own entity, subject to its own ups, downs, and busi-ness realities. If one falters, every other link—and the entire chain—becomes vulnerable. This seminar identifies the different phases of business continuity program development and maintenance as well as how to recognize and mitigate

potential threats, risks, and hazards.

You Will Learn:• The Business Continuity Planning

Lifecycle• A phased approach to business

continuity planning• Basic steps to develop, implement,

and maintain a business continuity program

• How to identify common continuity reality gaps

• Questions to ask to verify a supplier’s continuity and risk management capability

• Steps to develop supplier partnerships in managing risk

• How to conduct a supply chain business continuity review

• Seven exceptionally good business continuity practices

Pre-Conference SeminarsWednesday, November 12, 2014 8:00 a.m. – 5:00 p.m.

Each seminar runs from 8:00 a.m. – 5:00 p.m. Participants who successfully complete one of the pre-conference seminars will receive 7.5 CEHs. They may be applied toward ISM recertification and/or reaccreditation program requirements. (Lunch is included)

Workshop Tracks — (10.5 CEHs)

With 25 concurrent workshops, it can be overwhelming to plan your schedule. We’ve included the fol-lowing reference guide to help you select workshops. First determine your general training needs or inter-ests and then identify which track suits your requirements or mix-and-match to optimize learning. Transfer session information below to your registration form to ensure space is reserved.

• Track 1 – The Changing Landscape of Procurement and Supply Management

• Track 2 – Effective Contracting Techniques and Negotiation Strategies

• Track 3 – Savvy Sourcing and Supplier Relationship Management

• Track 4 – The Human Side: Talent Sourcing, Training, Coaching and Mentoring

• Track 5 – Logistics and Transportation: Counterparts for Successful Supply Chains

Join Us For an Educational and Networking Experience


Thursday, November 13, 2014 Welcome and Opening Keynote Speaker 8:00 a.m. – 9:30 a.m. — 1 CEH

Economics and Supply Chains: a Bright Future

Speaker: Norbert Ore, CPSM, C.P.M.

Norbert Ore, CPSM, C.P.M. is a noted supply man-agement leader whose career has been focused on

value creation in global supply chains. In addition to his supply chain work, he has found time to be a successful entrepreneur, a spokes-person for a prestigious economic report, an advocate for small businesses, and a sought after speaker. He’ll share his experiences in each phase of his career and relate them to the present and future of supply management. Additionally, he’ll focus on the need for greater understanding within supply management of the risks associated

with macroeconomics, demographics, and public policy.

General Session (Lunch Included)11:30 a.m. – 1:00 p.m. — 1 CEH

ISM® Update: What We Are; Where We’re

Headed?

Speaker: Jan Miller, Vice President, Membership, Institute for Supply Management

Been wondering what your ISM membership can do for you? Have you been asked, and didn’t quite know how to respond? Come meet Jan Miller and hear what ISM is doing for you. Discover the ongoing initiatives as well as those scheduled for implementation. She will describe how the initiatives will elevate the perception of supply management and supply management professionals in the business community. Please join Jan to take a closer look at how you can take full advantage of the benefits

of your membership in ISM.

Using Price Benchmarking and Data Analytics as an Effective Negotiating Tool

Speaker: Rick McFee, director of supply chain man-agement for Texas Children’s Hospital in Houston, Texas

The presentation will focus on Texas Children Hospital’s use of external price benchmarking tools and data analytics to assist with strategic sourcing and contracting process. Discussion will focus on the value of knowing your market and your volume in the negotiation process.

Friday, November 14, 2013 General Session Summary (Breakfast Included) 8:00 a.m. - 9:15 a.m. — 1 CEH

Why Change Management May Be Your Strongest Asset for Success

Speaker: Mindy Holden Chief Procurement Officer and Vice President of Real Estate and Accounts Payable, Direct Energy

Mindy will share her successes and disappointments in her con-tinuing quest to transform the credibility and reputation of these very important disciplines of the company. She will take you on the journey to include some on governance, mindset shifts from savings to value creation, replacing the concepts of customers with stakeholders, and a few important things not to do.

Keynote Speakers


Thursday, November 13, 2014Session A — 9:45 a.m. - 11:15 a.m.Track 1Value Analysis for Supply Chain ProfessionalsJohn Hazard, C.P.M., CPP

In today’s highly competitive marketplace, you must constantly look for the best price and best value. This workshop shows how value analysis (VA) can be applied to everyday situations, and will guide the participants toward innovation, process improvements, standard-ization and simplification. Real life examples will show how VA can make the difference in profitability through the reduction of waste, improved workflow, reduced operating costs, and product improve-ments for both the organization and the customer.

Track 2Straight Talk: Communicating With Honesty and IntegrityLarry Johnson

Let’s face it. Straight, honest, no nonsense communication in organi-zations today is more rare than common. Whether it’s fear of reprisal, natural timidity, or not wanting to hurt someone’s feelings, many of us avoid telling the truth when the truth needs to be told. The same applies to many of those who work for us. The cost of such reticence can be high. If managers can’t get honest feedback from their asso-ciates, they, like the emperor in the fable of the “Emperor’s New Clothes,” will make foolish decisions. If associates can’t get honest feedback from their managers, they don’t improve, and their poor performance devalues the organization. In this dynamic, fast-moving and humorous session, learn how to enhance your leadership skills by establishing a new standard of communication that encourages honest and candid discussions, frank expression of opinions, and healthy debate. A standard that does not mince words, insists on accountability, respects the dignity of others and is guided by a clear sense of ethic.

Schedule of EventsWednesday November 12, 2014

Conference Registration 7:00 a.m. – 6:00 p.m.

Continental Breakfast (Pre-Conference Seminar Attendees) 7:00 a.m. – 8:00 a.m.

Pre-Conference Seminar A 8:00 a.m. - 5:00 p.m.

Pre-Conference Seminar B 8:00 a.m. - 5:00 p.m.

Pre-Conference Seminar C 8:00 a.m. - 5:00 p.m.

Lunch (Pre-Conference Seminar Attendees) 11:30 a.m. – 1:00 p.m.

Golf Tournament (Box lunch included) Noon – 5:00 p.m.

Networking Mix-n-Mingle (Pre-Conference Seminar and Conference Attendees) 5:30 p.m. – 6:30 p.m.

Thursday November 13, 2014

Conference Registration 7:00 a.m. – 3:00 p.m.

Continental Breakfast 7:00 a.m. – 8:00 a.m.

Welcome and Opening Keynote Speaker 8:00 a.m. – 9:30 a.m.

Morning Break 9:30 a.m. – 9:45 a.m.

Workshop Sessions A (Tracks 1-5) 9:45 a.m. – 11:15 a.m.

General Session (lunch included) 11:30 a.m. – 1:00 p.m.

Workshop Sessions B (Tracks 1-5) 1:15 p.m. – 2:45 p.m.

Exhibit (Move in/Setup) 2:00 p.m. – 4:15 p.m.

Afternoon Break 2:45 p.m. – 3:00 p.m.

Workshop Sessions C (Tracks 1-5) 3:00 p.m. – 4:30 p.m.

Exhibitor Showcase 4:30 p.m. - 6:30 p.m.

Friday November 14, 2014

Conference Registration 7:00 a.m. – 10:00 a.m.

General Session Summary (Breakfast included) 8:00 a.m. - 9:00 a.m.

Workshop Sessions D (Tracks 1-5) 9:15 a.m. - 10:30 a.m.

Morning Break 10:30 a.m. – 10:45 a.m.

Workshop Sessions E (Tracks 1-5) 10:45 a.m. - 12:00 p.m.

Workshop Sessions


WorkshopsTrack 3SRM-Supplier Relationships Are Much More Than an AcronymMickey North Rizza

This session will introduce a framework from which to build and manage a supplier relationship management program. SRM — a process utilized to facilitate supplier’s interactions. This session focuses on successful supplier relationships, the building of suc-cessful relationships and the management and collaboration of sup-plier relationship programs through the use of case studies of the good, bad, and ugly supplier relationships.

Track 4Developing a Roadmap for Mentoring and Coaching in Your OrganizationRonald P. Emery, C.P.M.

Mentoring and coaching are processes that help your team fulfill its potential that lead to bottom line results. How does one distin-guish personal mentorship from an organizational objective and apply it personally? How can you take true and tried techniques and apply them to your organization for success? What are the benefits of a mentor and coaching relationship? Learn how individuals are attracted to the individual they perceive to have “the golden keys” to success. This session provides real life examples, mentoring and coaching strategy and a checklist that can be implemented immediately.

Track 5Negotiating and Understanding Transportation Pricing – It’s More Than Just Discounts and Fuel SurchargesGeorge Yarusavage, C.P.M., CTL, CPIM, CISCM

The more you know about your carrier’s cost and pricing practices, the better you can negotiate a fair price. How do you know if a car-rier’s discount gives you favorable, or even fair, net prices? Is that fuel surcharge also fair—or even accurate? Why is the cost of fuel so much more important to a truckload carrier than to an LTL carrier or intermodal provider? Are accessorial charges really the place where carrier profits are made? In this workshop, explore the answers to these questions, as well as study the major cost elements, which support each transportation mode. Learn how and where to find car-rier cost information and also which prices are negotiable in today’s environment and which ones are not. At the end, you will learn how to protect your company against unfavorable freight rate changes and emerge with the tools and knowledge needed to deal with car-riers in today’s sellers’ market.

Session B — 1:15 p.m. – 2:45 p.m.Track 1Scanning the Horizon: The Ongoing Quest to Improve Supply Risk ManagementBetty A. Kildow, FBCI, CBCP

In today’s changing world, it is important to avoid “a check-the-box and forget it” approach to supply continuity planning. This session discusses new approaches and tools and encourages continually improving supply/business continuity planning. This includes identi-fying supply chain risk outliers, adopting standards and certifications that address supply risk, and taking a more proactive approach to the continuity planning process. Discussions will focus on two global standards, ISO 22301 and ISO 28000. To quote Will Rogers, “Even if you’re on the right track, you’ll get run over if you just sit there.”

Track 2Ethics, Compliance and Business Conduct — What Do They Mean For Me and My Suppliers?Kenneth Martin JD, CPP, CIPN

Does your organization operate in an ethical, legally compliant, and professional manner? Does it require suppliers to commit to your code of ethics and to promote the same high standards in their supply chains? Since the 1980s, many forces have combined to bring about a strong focus on ethics, compliance, and business conduct by virtually every organization. These typically result in a written policy or code that sets standards for conduct that regulate business transactions and create mechanisms for addressing viola-tions. This session will cover the purpose and content of ethics poli-cies and codes, commonly encountered ethical dilemmas, the legal and business consequences of violations, and the applicability of these standards to your suppliers and the supply chain. The legal and contractual business standard of “good faith and fair dealing” will be defined and explained, as well as the role of organizations such as the Ethics & Compliance Officers Association, the Defense Industry Initiative, the U.S. Sentencing Commission, and Transpar-ency International.

Track 3How to Lower Your Equipment Rental Costs by One-Third- Paradigm ShiftMark Bishop, CPSM and Gordon McDonald

This session explores cost drivers, effective cost reduction tech-niques, standard tools, cost analysis and other key factors in implementing an equipment management program. Learn what techniques are most effective to pull these cost levers and get an overview of the available technology, from web-based reporting to ERP integration. Discussion will also include management by excep-tion techniques and a debate on multiple sourcing versus partnering with a preferred supplier.


WorkshopsTrack 4Building A Profitable Procurement Team — How to Find, Develop, and Employ the Right People to Make Your Supply Chain ProfitableDr. Randall M. Mauldin, DBA, CPSM, PMP

Supply chain managers require a diverse team of experts to manage resources to meet the demands of business. Knowing how to build a team focused on strategic sourcing gives organizations a com-petitive advantage and higher profits. To incorporate the diverse backgrounds into a balanced team focused on long-term success, you need to manage the five phases of team development. Effective Team Leaders manage these five phases by being masters of com-munication and adapting their communication style to the audience they are speaking to. This session will show you how to develop a strategic sourcing team, manage the five phases of team develop-ment, different communication personas, and how to speak with your team to achieve results

Track 510 Things Every Shipper Needs to Consider Before Hiring a 3PLJoe Lynch

As 3PLs grow in sophistication and market acceptance, the differ-ences between a great 3PL partner and a poor one have become more pronounced. It is important to use a structured approach to selecting a 3PL. In this session, the top 10 criteria for a selecting a 3PL will be reviewed and discussed, including types of 3PL services and 3PL business models. At the end of this session, you will be able to select the best 3PL for your company’s needs using a simple approach that considers the most important 3PL attributes.

Session C — 3:00 p.m. – 4:30 p.m.Track 1Trends and Pathways — What’s the Direction of Purchasing for Local Governments?Tammy Rimes

Government purchasing is one of the oldest professions. In fact, the first “purchase order” was issued in biblical times. Discover the inter-esting history and fun facts of our profession, and then take a bold leap into the future. National trends in the world of public procure-ment will be unveiled, as well as real life examples of some innova-tive programs across the nation being implemented by proactive procurement teams. Discover what is on the horizon and unleash your creative ideas to solve old problems with new ideas. Times are a-changing and the smart professional can learn from the past as well as learning about what is on the horizon.

Track 2Negotiation and Supply ManagementHenry Garcia, CPSM, C.P.M., A.P.P.

Opportunities to negotiate arise everyday — at home, at work, when among friends and colleagues, and even oneself. In other occasions a negotiation can be very impactful, like purchasing a car or asking a boss for a raise. However, purchasing and supply management pro-fessionals use negotiations in various circumstances from securing goods and services from suppliers to engaging in Alternate Dispute Resolution processes. Strong communication and interpersonal skills are an integral part of your professional skill set, and excellent nego-tiation skills complement and enhance this skill set. Learn how to choose between distributive (win-lose) negotiation and integrative (win-win) negotiation, define measurable and realistic expectations and evaluate the effectiveness of a negotiation against these expec-tations, as well as benchmark your negotiation skills to identify key areas for future development.

Track 3How to Pass Internal Audits With Flying Colors — Every TimeOmid Ghamami, MBA

All purchasing organizations are subject to internal audit; which impact all levels of the organization. Have you ever scrambled to prepare for an internal audit and hoped they wouldn’t find certain things? Have you had actions forced onto you by the internal audit organization that were wrong for the business? Learn how to speak their language and how to shift the conversation to tutorial from instructional. There is a big caveat though: They will only do this if you follow the risk assessment and controls methodology taught in this session. No matter where you are in your career, if your organiza-tion conducts internal audits, this workshop will be a great benefit to you.

Track 4Zap the Supply Management Generational Gap! Super Strate-gies to Engage, Hire, Train and Motivate Across the Generational SpectrumLarry Johnson and Meagan Johnson

Right now is an exciting time! There are three generations in the workplace: Baby Boomers–raised during Vietnam, Gen Xers–raised in single parent homes, and Gen Yers–raised on the internet. Each generation has been influenced by the major historical events, social trends, and cultural phenomena of their time (which we call genera-tional signposts). Consequently, each has different values, quality standards, and attitudes toward customers, co-workers, and job requirements. This session provides insights and tips on how to vary your managerial style to bring out the best performance from each generation.


WorkshopsTrack 5Risk Management: Supply Chain and Transportation RiskStuart Rosenberg

Risk management is looking for events or issues which could cause the supply chain any disruptions and coming up with a plan to minimize and mitigate any loss due to these disruptions. Potential risks in the transportation and movement of goods are natural disasters, mechanical failures, or even customs issues. To help mitigate risk, it is best to have alternate sources of transpor-tation, such as a second source for shipping, along with alternate routes or methods of transportation. This session will help you identify and prioritize critical business elements, map your supply chain to show interdependencies, identify potential failure points, and determine if it is necessary to utilize risk managers to audit the various supply chain components.

Friday, November 14, 2013Session D — 9:15 a.m. - 10:30 a.m.Track 1Time to Tune the Engine: A Look Under the Hood of High Performance OrganizationsMickey North Rizza

High-performance organizations consistently outperform com-petitors and realize bottom-line impact from their human capital functions. As Michael Hammer said “the best-designed process has no chance of survival when people aren’t aligned around the process and its goals.” High performance organizations align around common goals like gears in an engine. Let’s look under the hood of high performing organizations, share common mis-steps and innovative techniques and provide insights to tune your own business to a high performing organization. Takeaways include the Ten Attributes of High Performance Organizations and case studies from low to high performance.

Track 2Managing Fraud Risks in Procurement and ContractingJohn Hall, CPA

All business entities have fraud risks – exposures in procurement and contracting often top the list of what can go wrong! Among these risks is the possibility that others will take unfair advantage of the buyer-seller relationship, entice employees into question-able practices, and commit wrongful acts or outright fraud. This session addresses fraud risks inherent in procurement and con-tracting, and will present solutions for managers interested in guarding their organizations against the costs and other negative consequences of misconduct and fraud. Case examples will high-light what can go wrong, and what participants can do about it in their own organizations.

Track 3Price Indexing — How To Use the BLS Website to Calculate Your Price AdjustmentJim Haining, CPSM, CPSD, C.P.M., A.P.P.

Learn why price indexing is important, how to select the correct price index, and learn how to use the U.S. Bureau of Labor Sta-tistics (BLS) website to calculate your price adjustment. Want the best prices in your contracts from day one? Confused by price indexes and which one to use? At price adjustment time, not sure the supplier is asking for a fair reasonable price adjustment? You will learn to use price index numbers to make the price adjust-ments necessary to analyze price and cost information collected over time. In this session, attendees will take away sample price adjustment language to help develop their own contract lan-guage and easy to follow instructions to determine price index changes using the BLS website.

Track 4GEN-Y Now: How It Changes Your Workplace and Why It Requires a New Leadership StyleRita Cardenas, C.P.M., A.P.P, CPCP, CTM

There are over 80 million millennials and they are transforming the modern workforce. They bring advanced degrees, technical skills, diversity, and consumer experience — all of which your organization can benefit from. Due to the shrinking labor pool, the high cost of replacing workers, and the negative impact of losing knowledge capital, it is imperative that you have a strategy to keep the talented Gen Y employee, as well as a strategy to effectively compete for every new Gen Y employee that you will need to bring on board. In this session, you will learn about Gen Y, understand their six key skills, and how to interview them. As a result, you will increase your millennial organizational awareness and learn why your leadership style needs to change as it pertains to this generation.

Track 5How Transportation Trends are Influencing Shipper Choices in Today’s MarketplaceRonald P. Emery, C.P.M.

Effective transportation management is a key contributor to today’s supply chain organizations’ bottom line. With the focus on lower inventories and forecasting issues—along with changing customer demands and expectations, transportation and logistics is now playing a key role within your operation. Therefore, devel-oping a strategic approach to transportation management is key with answers to the following questions. What is Transportation Management Systems (TMS) and when might that make sense to look at and deploy? What are the options available? How might we look for outsourcing help and what can be most effective solu-tion for our organization? How do you provide enough flexibility in your supply chain to satisfy stakeholders’ needs? What tools are available to help us make the right decisions at optimum cost? In this session, learn how an effective TMS — people, process, and technology — can be combined into an effective strategic transportation solution for your organization by use of a useful checklist.


WorkshopsSession E — 10:45 a.m. - 12:00 p.m.Track 1How To Build A Culture Of Employee AccountabilityLarry Johnson

Learn how to instill in employees a sense of ownership for their jobs and strategy for creating a culture of accountability and responsibility. Do some of your employees see what needs to be done and take responsibility to do it while others either don’t see it or do see it and choose to not to act? Do some of your employees accept blame for their mistakes while others always try to blame others? Do some employees learn from their mistakes and improve, while others seem to never learn? If you answered yes to any of these questions, this session will give you the tools and insights to turn these situations around.

Track 2How to Write Performance Agreements that Improve Supplier Results and TCOOmid Ghamami, MBA

Purchasing professionals often follow the practice of adding SOW and specification terms to their standard goods and services contract, then negotiate any supplier changes, and submit it to the legal department as required; and consider the end result a good contract. However, the standard contract is designed to buy goods and services when what you want to be buying is per-formance results. A legal department approved contract may in fact still provide endless headaches for purchasing professionals because they are mostly looking for things that have little or no bearing on performance results. In this session, you will learn the difference between buying goods and services versus buying per-formance results; and which clauses are targets for being modi-fied to enable this transition, as well as in what ways you should modify them. The takeaway is you can lessen your time allocation to your contracted suppliers while generating better results, at the same time, by using the techniques taught.

Track 3Strategic Sourcing Planning — How to Develop a Strategic Plan that Transforms Your Supply Chain From Tactical Transactions to Strategic SourcingDr. Randall M. Mauldin, DBA, CPSM, PMP

Supply Chain Leaders must transform from a focus on tactical transactions to strategic sourcing because businesses that manage their supply chain are 73% more profitable. You will learn a pro-cess that ensures your team considers all factors. Planning is not enough; execution is what counts. In order to execute the plan, we will discuss how to develop management tools that measure results and tell us when to take action. Even with a good plan and effective management tools, you need deliberate communication to build consensus and achieve buy-in from your organization. This session will show you the communication strategies needed to get resources from executives, support from other business units, and buy-in from your suppliers so they know exactly what to do in order to maintain their successful relationship with you.

Track 4Learn What Drives You and Get Others to Ride AlongAnne McGurty

Research shows that the most successful people share the common trait of self-awareness. They recognize the situations that will make them successful, and this makes it easy for them to find ways of achieving objectives that fit their behavioral style. They also understand their limitations and where they are not effective and this helps them understand where not to go or how not to be as well. Those who understand their natural behavioral prefer-ences are far more likely to pursue the right opportunities, in the right way and right time to get the results they desire. If you want to understand the true holdbacks to your achieving success and how to align with your unique style faculties for not only great outcomes but a life of achievement, this session is for you. In this session you’ll take an assessment to find out your natural behav-ioral style and personality type along with individual coaching. A $250 value is yours free for attending this session.

Track 5Contracting for Transportation and Logistics Management Services: What Could Possibly Go Wrong?George Yarusavage, C.P.M., CTL, CPIM, CISCM Kenneth D. Martin, J.D., CPP, CIPN

This session will open with a review of the differences between contracts for goods vs. contracts for services. Transportation expert George and legal contracts expert Ken — will offer insights with emphasis on the special elements and contract provisions peculiar to transportation and logistics management services. They will then examine what constitutes breach of contract, when service failures become partial or full breaches, and which remedies are available and appropriate in today’s transportation marketplace. This ses-sion will be advice on how to proactively avoid or mitigate service failures which could lead to breaches. Next, you will look at specific areas of concern with carriers including: assignment of contracts, bankruptcy and the definition of temporary inability to perform. Other takeaways include discussion and guidance on tactical trans-portation failures and how to avoid them (or mitigate their effects) and carriers turning down load assignments at the last minute.


Registration Form Register by October 29, 2014 (Registrations received after this date will be processed on-site.)

68th Annual Southwest Supply Management Conference | Galveston, Texas | November 12-14, 2014

(One Conference Registrant per Registration Form)

Last Name: _________________________________ First Name: _________________________________________ q CPSM q CPSD q C.P.M. q A.P.P. (As you want it to appear on your name badge) (check if applicable)

Company Name ________________________________________________________________________________________ Address Type: q Home q Work

Street Address _______________________________________________ City ______________________________ State ___________ Zip ________________

Phone Number: ______________________________________________________ Email Address: ________________________________________________

Member ID: ______________________ q Check here if this is the first time attending the Southwest Supply Management Conference.

Market Code: ____________________ q Check here if you require special services or if you have special dietary needs. q Check here if you do not want your name given to participating suppliers. Details _____________________________________________________________

Thursday, November 13, 2014Session A — 9:45 a.m.-11:15 a.m. Session B — 1:15 p.m.-2:45 p.m. Session C — 3:00 p.m.-4:30 p.m.q A1 q A2 q A3 q A4 q A5 q B1 q B2 q B3 q B4 q B5 q C1 q C2 q C3 q C4 q C5

Friday, November 14, 2014Session D — 9:15 a.m.-10:30 a.m. Session E — 10:45 a.m.-12:00 p.m.q D1 q D2 q D3 q D4 q D5 q E1 q E2 q E3 q E4 q E5

Full Registration: Thursday and Friday (includes all workshop sessions, mix-n-mingle networking reception, meals and exhibitor showcase)

q ISM Members US$499* q Non Member US$599* q Students US$250

Early Bird Discount – Register by October 10, 2014 and receive US$100 off the registration fee (does not apply to student rate).

*Team Discount — Register three or more individuals at the same time by mail or fax for a US$20 discount for each registrant. Mailed registrations must be sent in the same envelope. (Does not apply to student rate).

One Day Registration: Thursday or Friday (includes workshop sessions for the day, exhibitor showcase [Thursday only], meals for the day) Check which day you are attending q Thursday q Friday

q ISM Members US$329 q Non Member US$399 q Students US$150

Pre-Conference Seminars — Wednesday, November 12, 2014 (includes lunch)Session A, B or C q A q B q C q ISM Member US$249 q Non Member US$349

Guest Meals and Individual TicketsWednesday, November 12, 2014 Thursday, November 13, 2014 Friday, November 14, 2014q US$15 Mix-N-Mingle Networking q US$15 Continental Breakfast q US$15 General Session

Reception q US$35 General Session Lunch Breakfast q US$25 Exhibitor Showcase

Method of Payment: (U.S. Funds Only) Check is enclosed for US$ ____________ Check Number: ____________ (Make check payable to: ISM SWSMC)

Credit Card: q Am Ex q VISA q MasterCard q Diners Club Credit Card Number: __________________________________________________

CVN #: _________________ Expiration Date: ______________ Amount to be charged: ___________________________ Tax ID: #13-5265940

Name of Cardholder: ________________________________________ Cardholder Signature: _______________________________________

TOTAL FEES:

Conference Registration Fee US$_________

Conference Team Discount* US$_________

Pre-Conference Seminar Subtotal US$_________

Guest Meals/Extra Ticket Subtotal US$_________

Total Fees to be Paid: US$_________

Golf Tournament – Wednesday, November 12 – Use Separate Registration Form Register Online at www.ism.ws/education/SWSMCGolfForm.cfm

Exhibit Registration – Thursday, November 13 – Use Separate Registration Form Register Online at www.ism.ws/education/SWPCExhibitForm.cfm

Register Online at: www.ism.ws/education/swsmcregform.cfm

Mail to: ISM SWSMC 2014, 2055 E. Centennial Circle, Tempe, AZ 85284 Attn: Kara Buckley

ISM Contact: Kara Buckley at [email protected] or phone at 800/888-6276 or 480/752-6276,

extension 3072 or Fax: 480/752-7890

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Conference Registration Information68th Annual Southwest Supply Management Conference • The San Luis Resort, Spa & Conference Center — 5222 Seawall Boulevard • Galveston, Texas • November 12-14, 2014

Please review the following information to avoid delays in processing your registration.

Pre-Conference Seminar (Wednesday, November 12) includes:• Seminar A, B or C• Continental Breakfast• Lunch for pre-conference seminar attendees who attend the

all-day session.• Networking Mix-n-Mingle Reception

Conference Orientation — First-time Attendees (Wednesday, November 12)

Two-Day Conference (Thursday and Friday) includes:• Networking Mix-n-Mingle Reception (Wednesday evening)• 1 Continental Breakfast• 2 General Sessions with Keynote Speakers (Breakfast and Lunch

included)• 5 Workshop Sessions• Morning and Afternoon Breaks• Exhibitor Showcase

Continuing Education HoursA maximum total of 10.5 Continuing Education Hours (CEHs) may be earned by attending five (5) workshop sessions and three (3) general sessions. A documentation form will be included in the registration packet.

Guest Ticket PurchasesIf you are bringing a guest to the conference, you can purchase a ticket for each meal, the mix-n-mingle networking reception and the exhibitor showcase. Please refer to the Conference Registra-tion form for ticket prices. Please plan ahead, there will only be a limited number of tickets for sale at the registration desk. (Food and beverage guarantees require adherence to posted ticket sales cut-off times. Tickets will not be sold after the cut-off time.)

Registration FeesFor registration fees, please see the enclosed registration form or go online to www.ism.ws/education/swsmcregform.cfm.

Team Discount (Conference)Register three or more individuals at the same time by mail or fax for a US$20 discount for each registrant. Mailed registrations must be sent together in the same envelope. (Does not apply to student rate.)

How to RegisterISM accepts Visa, MasterCard, American Express and Diners Club. Registrations received after October 29, 2014 will be processed on site at the conference. Purchase orders are not recognized as full payment. Conference registration will be open Wednesday, November 12 through Friday, November 14, 2014.

Online registration —www.ism.ws/education/swsmcregform.cfm. (Non-members must create a new account or log into their existing account to register.)

Fax 480/752-7890

[email protected].

MailISM SWSMC 2014, 2055 East Centennial Circle, Tempe, AZ 85284

Cancellation and Refund PolicyNotification of your cancellation must be received in writing. Can-cellations received up to the day prior to the program are subject to a $250 cancellation charge. No refunds once the program has begun. Registrants who fail to attend a program are not entitled to a refund. ISM must be contacted within 30 days of the program completion in order for a refund to be considered. ISM reserves the right to substitute instructors. If the program is not held for any reason, ISM’s liability is limited to the program fee.

For questions regarding registration, contact Kara Buckley at ISM at 800/888-6276 or 480/752-6276, extension 3072 or email [email protected]. Visit the ISM Southwest Forum website for complete SWSMC information at www.ismswscf.org.

Photo ReleaseFrom time to time, photographs of participants may be used in promotional material. By virtue of your attendance, you agree to the use of your likeness in such materials.

HOTELThe San Luis Resort, Spa & Conference Center 5222 Seawall Boulevard Galveston, TX 77551 800/445-0090 www.sanluisresort.com/

The San Luis Resort, Spa & Conference Center, a 30-acre year-round beachfront hotel and spa resort property on beautiful Galveston Island, Texas. Recipient of the AAA Four Diamond Award® since 2000, The San Luis Resort offers the perfect Galveston hotel and resort experience with lavish accommodations, breathtaking Gulf views and personalized service. The Strand Historic District fea-tures renowned shopping and delicious cuisine as well as a bevy of museums highlighting Galveston’s vibrant history.

The resort is located on Galveston’s historic Seawall Boulevard, directly across from the beach and the Gulf of Mexico, and it’s only minutes from Interstate 45. The resort is less than an hour’s drive from Houston (William P. Hobby Airport), three hours from Austin and five hours from Dallas/Ft. Worth.


Hotel Room RateSingle or Double — US$159.00 (plus applicable taxes and other standard charges). This rate is available through October 11, 2014. Reservation requests received after 5:00 p.m. (local time at the hotel) on the due date will be accepted on a space and rate available basis.

Conference registration does not include hotel accommodations. Conference attendees are responsible for making their hotel res-ervations by calling 800/392-5937. When making your reservation, inform the hotel that the reservation is for the “Institute for Supply Management.” Please be aware that a one-night deposit will be required. You may cancel hotel reservations up to 72-hours prior to arrival without penalty.

Special NeedsIf you have special dietary needs or require any special services or auxiliary aids in accordance with the Americans with Disabilities Act, please contact the hotel.

Driving to Hotel/ParkingThe San Luis Resort Spa & Conference Center on Galveston Island is less than an hour drive from Houston, three hours from Austin and five hours from the Dallas/Ft. Worth area. From Houston: Take Interstate 45 South to Galveston. Take the 61st Street exit and turn right (south). Stay on 61st Street to Seawall Boulevard. Turn left (east) at Seawall Boulevard. The San Luis Resort is located past 53rd Street and Seawall Boulevard on the left (north) side. Self-Parking Facilities (Complimentary)

AirportsWilliam P. Hobby Airport (recommended) George Bush Intercontinental Airport

Ground Transportation from Airports Galveston Limousine Service www.galvestonlimousineservice.com 800-640-4826

Conference Registration Information


About Our Speakers

MARK BISHOP, CPSM is the director of Managed Services at United Rentals where his department develops and supports industry-leading web-based and mobile technology to help cus-tomers more effectively manage equipment rentals, and achieve significant reductions in rental cost through better management of planning, execution, and process optimization. Bishop’s current role includes development, sales and marketing, and serving as a subject matter expert. He obtained his MBA in supply chain man-agement from the University of Houston in 2005, and CPSM desig-nation in 2009. Bishop’s undergraduate degree is in mathematics. Prior to coming to United Rentals in 2010, he served in several procurement roles in Shell Oil Company, including procurement manager for Maintenance Services, procurement process improve-ment manager, and procurement manager for Car Care consumer products. Mark is a past president of NAPM― Bay Area (2009-2011).

RITA CARDENAS, C.P.M., A.P.P, CPCP, CTM is the vice president, senior relationship manager with BMO Financial Group, Treasury & Payment Solutions managing strategic and global corporate card commercial accounts since 2001. Prior to joining BMO, she was a commodity manager for Compaq Computer Corporation overseeing implementation of direct ship programs and sub-contract manufacturing. She also spent 10 years as the purchasing manager for the University of Texas M.D. Anderson Cancer Center. Cardenas is a long-time member of ISM, previously serving on the Board of Directors of ISM, director of the Southwest Supply Chain Forum, and chair of the Minority Business Group. She is a member of the National Association of Purchasing Card Profes-sionals, serving on The Global Advisory Committee as well as a CPCP (Certified Purchasing Card Professional). Cardenas holds a lifetime C.P.M. and an A.P.P. certification. She is a Certified Toast-master (CTM), holding a BS from Stephen F. Austin University and an executive MBA from Houston Baptist University.

RON EMERY, C.P.M. has had a distinguished career encompassing all components of the supply chain as a senior executive with a diverse background in materials management, strategy formula-tion, logistics, customer service, fulfillment, global strategic supply chain, procurement, sales and operational planning, project man-agement and engineering. Emery runs an active consulting organi-zation focused on process and supply chain optimization as well as a manufacturer’s representative’s agency that focuses on process technologies that can dramatically improve your business. His line experiences of more than 20 years include an executive position as vice president global supply chain and chief procurement officer for a $2 billion manufacturer of diversified manufactured goods; vice president global sourcing for a $2.5 billion global manufac-turer of mining equipment; and as director global commodity management for a major manufacturer in the EMS space. With broad experience in consulting, Emery holds a Master’s degree in materials management and has completed some work toward a Ph.D. in management.

HENRY GARCIA, CPSM, C.P.M., A.P.P. is an experienced univer-sity instructor and a veteran trainer in various areas of purchasing and supply management as well as finance and project manage-ment- related subjects. Prior to founding Asentrene in 2003, a minority-owned consulting and training firm, Garcia had more than 40 years of business experience. For his last two assignments, he was the director of materials management and, subsequently,

the director of administration for Southwest Research Institute, an independent, nonprofit, applied engineering and physical sciences research and development organization serving public and private sector clients. Garcia is past president of the National Purchasing Institute, Inc., the Institute for Supply Management—San Antonio, Inc., and the Alamo-PMI, the local chapter of the Project Manage-ment Institute. He has served as director for the National Asso-ciation of Purchasing Managers (now ISM®) and was the national chairman for the State and Local Buyers Group, the Federal Acqui-sition and Subcontract Management Group, and the Certification Committee. The National Purchasing Institute, Inc. presented to Garcia the Special Award for Outstanding Service. At the local, dis-trict, and national levels of the National Association of Purchasing Managers (now ISM®), he received the Conway L. Holmes and James H. Liberman Awards, the Harold M. Cosgrove Outstanding Purchasing Management Award, and the President’s Award and the J. Shipman Gold Medal, respectively.

OMID GHAMAMI, MBA is president and chief consultant, Pur-chasing Advantage and an adjunct professor of purchasing at Folsom Lake College, CA. Ghamami has 17 years’ experience at Intel Corp, holding responsibility for $750 million in annual expen-ditures as a senior purchasing manager, and also holding respon-sibility for global purchasing operations. He has broad experience in negotiations, total cost analysis, supply chain management, pur-chasing contract law, purchasing operations management, devel-opment and management of purchasing policies and procedures, controls and risk management, selection and wide scale deploy-ment of purchasing systems/tools, mergers and acquisitions inte-gration, and purchasing strategy mapping and execution. Author of Purchasing Advantage–Running a World Class Purchasing Organization and numerous ISM publications, Ghamami holds an MBA from the University of California and has taught courses, workshops, and seminars in 10 different countries.

JIM HAINING, CPSM, CPSD, C.P.M., A.P.P. has more than 27 years’ experience in supply management in both the public and private sectors. He is employed by Clark County Nevada in Las Vegas, Nevada. Former employers include Sprint, Sierra Pacific Power Company and Insituform Technologies. He is also president of JDH Management, a supply chain management firm. Haining has been a workshop presenter for several years at the ISM Inter-national Supply Management Conference, ISM Southwest Forum’s Supply Management Conference and the ISM Indirect/Services Conference. He received his BS from Brigham Young University and MBA from University of Phoenix. Haining was one of the first supply management professionals to received ISM’s Certified Pro-fessional in Supply Management (CPSM) and Certified Professional in Supplier Diversity (CPSD) designations. He holds a Lifetime Cer-tified Purchasing Manager (C.P.M.) and A.P.P. certification. Haining has taught as an adjunct professor at Truckee Meadows Commu-nity College in Reno, Nevada.

JOHN HALL, CPA — After a successful business career–including many years with two of the Big Four accounting firms and a Fortune 25 corporation, Hall launched his training and consulting business in 1990. Hall is the founder and president of Hall Consulting, Inc. and the author of The Anti-Fraud Toolkit and the award-winning book Do What You Can! Simple Steps–Extraordinary Results. Hall specializes in skills training programs and conference presentations


for management groups, government and internal auditors, CPAs, and professional associations. He has 35 years of experience as a consultant, speaker, auditor and business owner. A highly respected speaker, author, and consultant; he also coaches business and audit professionals. He has worked in public accounting and internal auditing senior leadership positions, and Fortune 100 corporate management positions. Hall is a member of the National Speakers Association, the American Institute of CPAs, and the Institute of Internal Auditors.

JOHN HAZARD, C.P.M., CPP is an educator, practitioner and consultant specializing in the training of supply chain profes-sionals. He started his material management career at Texas Instruments and moved to Dell Computer when it was still a start-up company. Hazard has a unique knowledge as a result of his wide range of experience, going from a large global firm to a very small company that had an exceptional growth rate, which became a large, very profitable and extremely high volume firm. He has negotiated many multi-million dollar contracts at both firms. He has been an Instructor for Nahabit & Associates, Inc. since 1999 teaching a wide range of subjects in purchasing and supply chain management. His expertise is in the areas of mechanical and electronic parts and assemblies with a broad range of experience in supply chain management for both domestic and international suppliers. Hazard is a graduate of the University of Southern Mississippi and holds a Bachelor of Science Degree in business administration and finance.

MINDY HOLDEN is Green Belt and DFSS certified. She is the chief procurement officer and vice president real estate accounts payable for Direct Energy which she joined in 2012. In this role, Holden is responsible for direct and indirect spending for all third-party (non-commodity) procurement as well as policy, compliance, reporting, etc. She and her team also manage the real estate portfolio and strategy for Direct Energy. Holden recently assumed responsibilities for accounts payable where she is focused on integrating leading practices in this function. Prior to joining Direct Energy, she was responsible for category and supplier management for the Tennessee Valley Authority where she led a team to create a leading practice category management model. They were responsible for developing long-term strategies, man-agement of the supply base including risk mitigation, ongoing improvement in cost, demand management, and supplier man-agement. Holden holds a Bachelor of Science degree in business management from the University of Maryland where she gradu-ated magna cum laude.

LARRY JOHNSON has been President of the Johnson Training Group for 26 years and holds an MA in counseling psychology from Northern Arizona University. Additionally, he has eight years of experience as a manager in health care and three years as a manager in city government. Johnson has helped organizations build more productive and profitable working cultures through the development of strong leaders and dedicated employees. He is the co-author of the highly acclaimed, top-selling business ethics book Absolute Honesty: Building a Corporate Culture That Values Straight Talk and Rewards Integrity and the landmark guide to man-aging inter-generational conflict Generations Inc., From Boomers to Linksters, Managing the Friction Between Generations at Work. He has also written more than 60 articles, published in recognized busi-

ness and association journals. Johnson has received rave reviews from more than 150,000 professionals around the world because of his down-to-earth, humor-packed delivery style. All this gives Johnson the respect and credibility audiences require.

MEAGAN JOHNSON is a partner in the Johnson Training Group who holds a BS in business from Arizona State University. Johnson is the co-author of the bestselling book Generations Inc., From Boomers to Linksters, Managing the Friction Between Generations at Work. She is the de-facto expert when it comes to navigating the maze of generational quandaries’ every organization faces. Quoted by the Chicago Tribune, CNNMoney.com and US News & World Report, she has been heard on ABC Talk Live, NPR and profiled on Conde’ Nast’s Portfolio.com. She has become the go to expert for all things generational. Known as the generational humorist, Johnson has entertained and educated thousands of audience members from all around the globe. Amongst her many satisfied clients are the Rocky Mountain Government Purchasing Associa-tion, the National Association of Educational Buyers, Dairy Queen, Burger King, Cadillac, American Express, Harley-Davidson, Mon-ster.com, and the CIA.

BETTY KILDOW, FBCI, CBCP is a principal of Kildow Consulting where widely diverse companies and organizations benefit from her expertise and real-world, tailored approach to addressing the challenges in developing and maintaining a high level of risk man-agement capability for more than 20 years. A certified business continuity professional (CBCP) with the Disaster Recovery Institute International since 1998, she was named a Fellow of the Busi-ness Continuity Institute (FBCI) in 2002. Kildow is an ISO 22301 and ISO 28000 certified implementer, auditor, and trainer and an adjunct professor at the Massachusetts Maritime Academy. Kildow is a strong proponent of including the supply chain in continuity planning and is the author of A Supply Chain Management Guide to Business Continuity published by AMACOM. She is a member of the Business Continuity Journal’s Peer Review Panel and past board member of the Institute for Supply Chain Management Risk Management Group. She is a graduate with distinction of the Uni-versity of California, Berkeley’s Emergency Preparedness, Planning and Management graduate program.

JOE LYNCH is the business development executive at E.L. Hol-lingsworth & Co., which specializes in the truckload, LTL and expedites markets and has its own warehouses, FTZs, and a full service brokerage. Prior to that, Lynch was the GM and COO of Rock Solid Business Solutions a third party logistics provider. He has also led a supply chain consultancy, which focused on the automotive sector. Lynch began his career in automotive and held a variety of positions in engineering, product development, pro-gram management, procurement and consulting. He is an experi-enced operations & supply chain consultant who has led a variety of engagements including: value stream mapping, lean product development, supplier development, module strategy, and quality improvement. Lynch has facilitated hundreds of workshops in the U.S., Canada, Europe, and Asia. He conducts webinars every month and is a popular speaker at logistics and supply chain conferences. Lynch shares his insights on his blog, “The Logistics of Logistics,” which is recognized as one of the top logistics and supply chain blogs. He has a BBA from Cleary University and a MA from the University of Michigan.

About Our Speakers


KENNETH D. MARTIN, J.D., CPP, CIPN has more than 40 years of experience as a legal and business manager and advisor regarding all aspects of government and commercial contracts, domestic and international purchase transactions, and other busi-ness agreements. He is a graduate of the University of Pittsburgh and the Duquesne University School of Law. He is an executive consultant with CATTAN Services Group and achieved practical and substantive acquisition expertise as Vice President, Contracts and Compliance and as Director, Contracts and Counsel for Ham-ilton Sundstrand Corporation (a subsidiary of United Technologies Corporation) and as Aerospace Counsel for Sundstrand Corpo-ration, where he provided legal support and business advice to business operations. Previously, he served as Manager, legal and data administration, Sundstrand; Division Counsel, Morton Thiokol, Inc.; chief, Adversary Proceedings Div. and contracts attorney-advisor, U.S. Army CECOM; general counsel, U.S. Navy MSCLANT; chief counsel, U.S. Army CORADCOM; and counsel, TRW, Inc.

Dr. RANDALL MAULDIN, DBA, CPSM, PMP - As a dynamic and analytical leader equipped with more than 20 years of combined success within various capacities as an entrepreneurial consultant and in the United States Marine Corps, Mauldin has provided executive guidance and strategic direction in operations, supply chain management, program management, and logistics. He is an award winning published self-starter with experience building and leading effective multi-disciplinary teams to execute strategy and accomplish organizational goals. Mauldin is president and founder of Jack Quinn Solutions, LLC, a management consultation firm involved in providing objective advice, expertise and spe-cialist skills with the aim of creating value, maximizing growth, and improving the business performance of clients. Mauldin founded the Certified Professional in Supply Management® (CPSM®) Boot Camp for candidates seeking the certified professional in supply management certification provided by the Institute of Supply Man-agement. Attendees of this course come from such companies as AARP, Rockline Industries, Harley Davidson, Miller Coors, Brown-Forman, Johnson Controls, and ITT.

GORDON MCDONALD - In 2012, following the merger of RSC Equipment Rental with United Rentals, McDonald became the vice president of managed services at United Rentals. His more than 30 years’ experience with industrial tool rental and supply operations include 15 years with RSC and 23 years with Indus-trial Air Tool, an RSC acquisition. While with RSC, he served in field and corporate management positions, including regional manager for industrial on-site operations, and director of man-aged services, and was instrumental in advancing the company’s software applications design. In 2008, he was appointed RSC vice president of managed services. McDonald is the inventor of Total Control, a proprietary web-based software designed to help cli-ents use technological advancements to more effectively manage the equipment and tool rental process, resulting in substantial cost savings. This product is currently used by more than a hun-dred Fortune 500 customers in the manufacturing, chemicals and petroleum industries.

RICHARD (RICK) MCFEE is director of supply chain management for Texas Children’s Hospital in Houston, Texas. McFee has more than 38 years of hospital purchasing and supply chain experience.

Prior to Texas Children’s Hospital, he was with the University of Texas Medical Branch (UTMB) in Galveston for more than 24 years most recently serving as their associate vice president for opera-tions, where he was responsible for support services including logistics and purchasing, food services, environmental services, patient transportation, records management, and biomedical engineering. He also served UTMB as assistant vice president for operations and executive director and as director of materials management. McFee has served previously as director of mate-rials management for both Georgetown University Hospital and the Southern Maryland Hospital Center. He holds a Bachelor of Science Degree from Frostburg State University and is a licensed paramedic.

ANNE MCGURTY started her own corporate consulting business, Strategize & Organize after years in the corporate world working with Merrill Lynch, MetLife, Encoda Systems, Message Media (aka Double Click), and Neiman Marcus. McGurty is the CEO and founder and a pioneer in the Organization and Productivity industry and has enjoyed many successes over her 20 years of experience in procurement: saving over $1 million for a software company in four months, increasing productivity for Denver Water by 100% for 20 key staff members, and coaching the CEO of US Oncology who was responsible for a staff of 200. She works with clients globally, virtually and in person and offers do-it-yourself learning programs as well as custom private coaching to fit your needs. McGurty graduated from Katharine Gibbs School and the University of Phoenix with a Bachelor of Science in information systems. McGurty’s corporate background, combined with her experience as a professional business process consultant, keynote speaker and trainer brings actionable techniques and tools to the table.

JAN MILLER is an ISM® vice president, responsible for member-ship and for affiliate, Group and Forum support. Her area has prin-cipal responsibility for all assistance provided to, organizational training tools provided for, and serving as the primary liaison between ISM’s affiliates, Groups and Forums. Miller serves as staff contact for the Affiliate, Groups and Forums Relationship Com-mittee, and the Leadership Training Workshop Committee. Miller is responsible for coordinating all aspects of the ISM Leadership-Training Program annually, including planning training content. Her responsibilities also include member benefits and oversight of the Journal of Supply Chain Management. She is a frequent and popular speaker for ISM affiliates and the Annual Southwest Supply Management Conference.

MICKEY NORTH RIZZA is a game-changing leader delivering shareholder value. She was recently recognized as one of the top female supply chain leaders. North Rizza currently works for Bra-voSolution as vice president strategic services where she assists clients in the navigation of their journey to supply management excellence. Prior to her current position, North Rizza spent seven years as a leading and award winning supply chain analyst for Gartner and AMR Research. North Rizza’s 22 years of practitioner supply chain heritage provided the bases for her successes to date. She was vice president of global supply base management for ModusLink Corporation; director of procurement for Modus Media; materials manager for M/A COM a Tyco Company; pur-chasing manager for Advanced TechCom Inc., Innova

About Our Speakers


Corporation and Motorola Mobile Data Corporation; and buyer for LTV Missiles and Electronics Corporation and Grumman Olson. North Rizza is also a graduate of Michigan State University’s supply chain program, a former Delta Gamma Foundation Board of Trustee, and a Delta Gamma Cable Award recipient.

NORBERT ORE, CPSM, C.P.M. is director and head of industry surveys for Strategas Research Partners, a research firm special-izing in economics, policy research, and technical analysis. He is also a senior consultant with ADR North America, an ISM Services Company, providing consulting and training services to Fortune 500 companies. He is an acknowledged expert in purchasing and supply management having attained CPSM and C.P.M. status. Additionally, he is a winner of the prestigious J. Shipman Gold Medal, which is presented annually by the Institute for Supply Management for leadership and service in the field. Ore is best known for his work as the chair of the Manufacturing Business Survey Committee of the Institute for Supply Management® (ISM®). For 16 years, he served as chair of the committee, a posi-tion which gave him responsibility for compiling, writing, and releasing the ISM® Report on Business®, the monthly economic report recognized as a leading indicator of the U.S. economy.

TAMMY RIMES is a principal in her own firm, Tammy Rimes Con-sulting, where she assists cities, counties and local governments develop new ideas and strategies to drive savings and efficien-cies. Rimes served as the purchasing agent for the City of San Diego, the nation’s 9th largest City, during a time of tremendous challenges: 2007 Witch Creek Fires; the Mt. Soledad landslide; and first-time centralization of all contracting operations. Two of her high profile successes were to implement the City’s first envi-ronmentally preferred purchasing polices and lead a restructuring program that reduced City warehousing, saving $1.4M in the first year. The City of San Diego won the National Procurement Institute Achievement in Excellence Award every year during her leadership. As a speaker, she energizes purchasing teams with inspirational ways to help motivate their teams, handle complex procurements, and be ready for emergencies. Outside of the pur-chasing world, Rimes and her husband own a winery and horse ranch–Hacienda de las Rosas–with a wine and beer tasting room in historic Old Town, San Diego.

STUART ROSENBERG is president and founder of SRose Lean Six Sigma Solutions, a supply chain and lean six sigma implemen-tation firm. His prior operational experience was with Cadbury, Reckitt Benckiser and Ortho Clinical Diagnostics, a Johnson & Johnson firm, and Linde Gas. Rosenberg enjoys a regional reputa-tion as a subject matter expert, consultant and published author in supply chain management and lean six sigma disciplines. He is accomplished in use of optimization models to determine least cost facilities and drill down to workflow details in support of process and profit management. Rosenberg has implemented new programs–innovative cycle count program, safety stock methodology, obsolete inventory programs, LEAN and Six Sigma solutions–all bringing verifiable returns to companies. Rosenberg holds a Bachelor of Arts in accounting from the City University of New York and is white and green belt certified in Lean Six Sigma. He is a respected writer, who has lectured and conducted presen-tations at various professional associations and societies.

GEORGE YARUSAVAGE, C.P.M., CTL, CPIM, CISCM has held a number of transportation, logistics, and purchasing manage-ment positions in his 39-year career. Currently, he is a principal in Fortress Consulting and an executive consultant with CATTAN Services Group. Yarusavage serves as the ISM’s Logistics and Transportation Group’s treasurer and the chairman of the Amer-ican Society of Transportation and Logistics. His most recent posi-tions include North American manager of logistics for M-real USA; manager of transportation procurement for Verizon Wireless; and director of technical logistics for NBC Olympics, where he won an Emmy for his work in the 2000 Sydney Games and established the first NBC Olympics Technical Logistics Department. Yarusavage also was part of the GE corporate transportation staff and his career spans service with NBC Corporate; GTE Corporation; Gen-eral Electric Company Corporate; and Continental Forest Indus-tries. He has been a frequent speaker at national, regional, and local CSCMP, AST&L, and ISM meeting events and conferences.

About Our Speakers


Southwest Supply Management Conference10.5 Hours of Timely Supply Management Education

Plus Special Conference Networking Events

Golf TournamentLocation: Galveston Country Club 14228 Steward Road, Galveston, TX 77554 | Phone: 409/737-9800

Date/Time: Wednesday, November 12, 2014 | 12 noon - 5:00 p.m.

Registration Deadline: October 29, 2014 You may register online at www.ism.ws/education/SWSMCGolfForm.cfm. A registration form is included as an insert to this brochure.

Format: Shotgun start, on-course contests, prizes

Times: Registration begins at 10:00 a.m. — Tournament begins at 12:00 noon

Entry Fee: US$125 person / US$500 team (4 players) — (includes cart, green fees, range balls and boxed lunch)

Note: Transportation to the golf course will not be provided.

Networking Mix-N-Mingle ReceptionWednesday, November 12, 20145:30 p.m. - 6:30 p.m.

Join us for a networking mix-n-mingle! This is a great oppor-tunity to meet new friends and network with your peers! Be sure to bring your business cards!

Refreshments will be available as you plan for a great confer-ence experience. Come by and get information on things to do and places to go in Galveston along with recommenda-tions on wonderful restaurants and shops to visit in the area.

EXHIBITOR SHOWCASEThursday, November 13, 20142:00 p.m. - 4:15 p.m. – Exhibitor Move-in & Set-up

4:30 p.m - 6:30 p.m. – Exhibits Open

• Visit Exhibiting Suppliers

• Register for Door Prizes

• Enjoy Meeting New Solution Providers

• Obtain Valuable Information Related to Products and Services

ISM ’s Southwest Forum presents its 68th Annual Southwest ...68th Annual Southwest Supply Management Conference Co-sponsored with the ISM® Logistics and Transportation Group Galveston,

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