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.


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.


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


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


12:00 - 12:15 pm Supplier Showcase

12:15 - 2:00 pm Lunch/Keynote Speaker - Darin Matthews




6:30 - 8:30 pm Banquet Dinner and Entertainment

8:30 - 10:00 pm Hospitality Suite Open

Wednesday, October 23



9:45 - 10:00 am Refreshment Break


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


10:45 - 12:00


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 $______

ism-spokane 75th pacific northwest purchasing …...affiliate leadership training workshop – free...

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