Integrating Your Services Spend: Next Generation Strategies -- Agenda

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8th Annual ISM Services Conference
November 29-30, 2007
Phoenix, Arizona


Wednesday, November 28, 2007

4:00 - 6:00 p.m. Registration

Thursday, November 29, 2007

6:30 a.m. - 4:30 p.m. Registration
8:00 - 8:15 a.m. Welcome
8:15 - 9:15 a.m. General Session

Services Sourcing Savvy: Strategies for Optimizing Your Services Expenditures
Lisa Martin, C.P.M., Senior Vice President, Worldwide Procurement
Pfizer Inc.
Chair, ISM Board of Directors

Look for effective strategic sourcing strategies from the unique world of services. The presentation includes high level strategies that apply across service types. Learn how Pfizer used these strategies to their fullest advantage.
9:45 - 11:00 a.m. General Session

Talent Development for Purchasing Professionals
Richard A. Hughes, Vice President, Global Purchases
The Procter & Gamble Company

Hear how Procter & Gamble approaches talent development, skill training and related talent systems. Explore capabilities and key competencies as well as success drivers. Review global skill development and several key skills along with other important components of P&G's talent systems including creation and tracking of staff development plans and career progression.
11:15 a.m. - 12:15 p.m. Concurrent Session I

TC — Preferred Supplier Programs for Professional Services
Scott Berrier, C.P.M., Senior Vice President & Director, Professional Services

An overview of how supply chain management can develop a professional services sourcing program framework. Learn how Wachovia Corporation, one of the largest financial services providers in the U.S., identified key strategies and measures for several professional service areas (IT Hourly, Non-Technical Contingent Workforce, Management Consulting, Outsourcing/Offshoring) and achieved process efficiencies and compliance. Discover the importance of business partner support and internal change management. The discussion includes overall supplier performance and relationship management.

TD — Expanding the Impact of Services Procurement for the Human Capital Spend
Brian St. Andrè, Sr. Subcontracts Administrator, Commercial, State & Local Group
Northrop Grumman Information Technology

Discover how Northrop Grumman used a services procurement solution resulting in a positive impact on its human capital spend. Using a vendor management system, Northrop Grumman built strategic relationships with suppliers and increased the use of small, women and minority-owned businesses achieving significant cost savings and capturing hundreds of millions of dollars of services spending through an iterative roll out.
1:45 - 3:00 p.m. General Session

Leadership Under Fire
Brigadier General Nick Halley, U.S. Army, Retired
President of One Star Productions, Inc.

Our leaders are currently operating in a very "hostile" leadership environment. To help you be a successful leader both today and in the future, General Halley discusses the most important leadership lessons learned from his experience at West Point, 30 years in the military, three combat commands (Vietnam, Grenada and Iraq) and his years at several international electronics firms, including Motorola. Leadership lessons are illustrated with compelling and entertaining military and corporate "war stories."
3:30 - 5:00 p.m. Concurrent Session II

TF — Fundamental Strategies and Best Practices for Supply Chain Organizations and Services Spends
Robert J. Engel, C.P.M., National Director of Client Service
Resources Global Professionals

One of the gratifying trends in supply chain management is that many organizations actively realize the importance of their services spend in addition to the traditional focus on direct and indirect goods and materials. The positive impact is that as supply chain professionals, we can not only achieve savings for our organization but also be a participant in improving company performance, effectiveness and efficiency. Many supply chain organizations have moved towards executing strategies considered world class or best practice including those related to traditional services spend areas previously considered to be off limits or out of scope. Supply management leadership is now challenged with taking the reins to lead their organizations to new levels of achievement. In this session, we will review supply chain initiatives that we believe are key to building a best in class supply chain organization.

TG — Services Supply Management Around the World and Around the Clock
Jeff Danis, Vice President, Supply Chain Management
Royal Caribbean Cruises Ltd.

The cruise industry has a very complicated supply chain considering this is a global brand operating 24/7, 365 days per year. Just in time takes on new meaning when it's either make the appointed delivery time or the customer is on to the next port. The interplay of logistics and purchasing is critical, and the team at Royal Caribbean has overcome some unique obstacles as it redefines a service orientation. This session focuses on the incredible breadth of products and services Royal provides, how it organizes to provide critical services, the challenges of its operating environment, what it's learned from other industries such as manufacturing, and the road it has followed to turn around an organization in need of revitalization. Hear about Royal's six-point plan and its evolution into a strategic plan, the importance of recruiting and retention, quality management and some best practices.
5:00 - 6:30 p.m. Networking Reception and Select Supplier Showcase

Friday, November 30, 2007

7:00 - 11:00 a.m. Registration
8:00 - 9:30 a.m. General Session

Driving Value through Organizational Synergy
Garry Baddock, Vice President, Global Procurement & Worldwide Services
Unisys Corporation

Learn how to drive greater value to your company using strategies and techniques from Unisys, a worldwide technology services and solutions company. Just like Unisys, use the full power of supply management and real estate operations integration to achieve greater alignment with business priorities and drive a larger percentage of savings to your bottom line. Discover the process Unisys adopted and find out how they achieved this objective in a short three-month timeframe. This session provides a takeaway tool that lets you evaluate the proposition of fully integrating with another function to determine if it can add tangible value to both your company and your supply management organization.
9:45 - 10:45 a.m. Concurrent Session III

UB — Meetings & Procurement: The Perfect Marriage
Lee Ann Adams Mikeman, Assistant Vice President, Conference Planning & Special Events
Science Applications International Corporation (SAIC)
Co-Chair, National Business Travel Association Groups & Meetings Committee

Pamela McTeer, C.P.M., CTC, Senior Supply Manager
Coors Brewing Company
Member, National Business Travel Association Groups & Meetings Committee

The unique characteristics of meetings procurement make it more than a specialized segment of your travel spend. It’s common for meetings to be booked with little input from procurement or travel departments and outside of established policies governing individual business travel. Learn how meeting planning and procurement professionals can successfully collaborate to achieve mutual goals/objectives suggesting strategic sourcing tactics that have proven to work, such as adopting a meeting/event approval process, distributing online RFPs through a central technology system, using standard hotel contract terms/conditions to protect organizations, etc. Engage with experts who have implemented Strategic Meetings Management Programs (SMMP) and see what a valuable role procurement plays in making these successful. Learn tips for minimizing risk associated with large meetings, conferences, and special events. Identify differences between travel and meetings procurement leading to a more effective use of resources.

UC — Consulting Category Management
Andrea Grable, C.P.M., World Wide Director, Category Leader of Consulting, Temp Labor and Professional Services
Johnson & Johnson

John G. Catero, CPIM, Managing Director
Leverage Intelligence Consulting LLC

Hear from Johnson & Johnson, 2007 winner of the ISM R. Gene Richter Award for Leadership and Innovation in Supply Management, on how it created a consulting category management process which improved the visibility, sourcing practices, contracting and the value received from its consulting spend. An internal team made up of 30 leaders benchmarked internally and externally then designed and implemented a robust process, which provides more value to internal business partners. The process resulted in increased spend capture, savings and the ability to identify and leverage opportunities.
10:55 a.m. - 12:10 p.m. General Session

Supply Management Professionals: Academic & Practitioner Future Perspectives

Marty Bell, C.P.M., A.P.P., Supply Chain Manager
American Family Insurance

Christopher Flum, C.P.M., Vice President, Global Indirect Supply & Procurement
Harman/Becker Automotive Systems

Gary L. Ragatz, Ph.D., Associate Professor of Supply Chain Management, Department of Supply Chain Management
Eli Broad Graduate School of Management, Michigan State University

William A. Verdini, D.B.A., Associate Professor, Supply Chain Management
W. P. Carey School of Business, Arizona State University

Bret J. Wagner, Ph.D., Associate Professor & Director, Integrated Supply Management Program, Department of Management
Haworth College of Business, Western Michigan University

Supply management organizations have identified functional excellence as a critical success factor for an organization’s financial and overall success. A key challenge to achieving excellence is to increase the visibility and integration of the supply management organization. To accomplish this, organizations must:
  1. establish strong supply management leadership roles
  2. develop constant cross-functional education and training to ensure operational integration and execution
  3. create formal supply management employee development programs for skill enhancements (pre-hire to experienced veterans)
The purpose of this panel discussion is to address in detail the various skill sets and competencies required by organizations including those taught by leading university supply management programs. The discussion covers a partnership approach that organizations can use with universities to establish a continuous improvement process for supply management education thus guaranteeing a knowledgeable workforce.
12:10 - 12:25 p.m. Closing Remarks

Select Supplier Showcase

Information Leads to Innovation
Take a break and visit our Select Supplier Showcase. Use this time to gain information — find out what's new and start building a path toward complete integration.

Thursday, November 29, 2007
7:00 – 8:00 a.m.
9:15 – 9:45 a.m.
11:00 – 11:15 a.m.
12:15 – 1:45 p.m.
3:00 – 3:30 p.m.
5:00 – 6:30 p.m.

Phoenix, Arizona

With an abundance of world-class resorts, championship golf courses, award-winning spas, fabulous shopping and exclusive art galleries, the Phoenix metropolitan area is a prime destination for travelers throughout the country and the world. Known as the "Valley of the Sun," Phoenix averages a high temperature of 74 degrees Fahrenheit during the month of November.

The Valley of the Sun is home to more than 3 million residents and is a thousand square miles in area. Scottsdale has more than 600 restaurants ranging from Southwestern barbecue and South of the Border cuisine to Pacific Rim fare and everything in between. The climate makes outdoor activities such as desert Jeep tours and hot-air ballooning enjoyable year-round. Day trips to scenic Arizona destinations like the Grand Canyon and Sedona are an added benefit.

For more information about Scottsdale, the greater Phoenix metropolitan area, and other points of interest in Arizona, visit


Increase your educational experience exponentially.
This seminar provides a fresh look at the strategic nature of the supply function and opportunities for expanded involvement in the area of service procurement. The accelerating growth of services as a component of total spend underscores the need for the supply function’s strategic role in this area. This seminar provides insights into current trends and opportunities for supply's involvement in service procurement, the application of strategic sourcing methods and technologies to the service spend and service supply base, and participant analysis and discussion of case studies specific to service spend not traditionally sourced through the purchasing function. Register for this pre-conference seminar and the Services Conference and save $100.

Strategic Services Procurement: Applying Strategic Sourcing Principles
Seminar #4456
November 27 - 28, 2007
Phoenix, AZ

$1,245 Members/$1,545 Nonmembers
Save $200 if you register for the Seminar by October 27, 2007.

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