Education Session Details

Thursday, June 9

9:35 am – 10:35 am

Purchasing Law in Canada – Is Your Company at Risk?

Tracy Sangster, Senior Manager, Financial Advisory, Deloitte & Touche LLP
Cpl Lloyd Schoepp, Commercial Crime Section, International Anti-Corruption Unit, Royal Canadian Mounted Police

This session will combine the experience and expertise of a specialist in investigation and forensic accounting and a member of the RCMP. The focus of the presentation is to raise awareness of potential criminal liabilities that could be present in the purchasing departments of your organization. In addition, Tracy will provide examples of how frauds could be perpetrated in your organization and provide you with potential red flags to be aware of.

Learning Outcomes:

• Awareness of red flags in relation to purchasing
• Awareness of criminal liabilities, both foreign and domestic
• Provide delegates an update in global and domestic trends affecting purchasing in relation to anti-corruption laws

Lloyd Schoepp is a member of the Royal Canadian Mounted Police International Anti-Corruption Unit based in Calgary. Prior to this he spent 6 years in Commercial Crime and General Duty policing in Alberta. Prior to joining the RCMP, Lloyd spent 11 years working at a financial institution.

Tracy Sangster is a Senior Manager at Deloitte & Touche Calgary. Her main focus is on forensics and disputes, specifically fraud investigations, financial misconduct, contract review, corruption and business loss. Tracy has more than 9 years of experience in public accounting. She is a Chartered Accountant and designated specialist in investigative & forensic accounting (IFA). She has conducted investigations in various jurisdictions in a range of industries including energy and resources, technology and telecommunications and public sector.

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The Problem with Supply Savings

Fraser Johnson, Leenders Purchasing Management Association of Canada Chair, Faculty Director, MBA Program, Richard Ivey School of Business, The University of Western Ontario

Supply savings continue to present a major challenge to managers trying to create, measure and report them. Given different motivations for achieving supply savings and significant measurement and capture challenges, reported savings tend to be inaccurate. As a result, major opportunities to extract further supply chain improvements may be missed. Our research on supply management practices at 30 large North American and European companies has identified a large variety of motivation, measurement and reporting practices for supply savings. Our conclusion is that correct measurement of supply savings is almost impossible and that gaps exist between reported savings and reality.

Learning Outcomes:

• Why gaps exist
• What practices lead to under and overstatement of savings
• What can be done to recognize supply savings gaps

Fraser Johnson is the Leenders Purchasing Management Association of Canada Chair at the Richard Ivey School of Business, The University of Western Ontario. He is also the Director of the Ivey MBA Program. He earned a Ph.D. from Ivey in 1995, specializing in Operations Management, and following graduation, joined the Faculty of Commerce & Business Administration at the University of British Columbia. Fraser returned to Ivey as a faculty member in 1998 and has taught courses in purchasing and supply, logistics and operations. Prior to accepting a faculty position, Fraser worked in the automotive parts industry where he held a number of senior management positions in both finance and operations. His experience includes managing automotive manufacturing facilities in Canada and the United States, and overseeing a joint venture partnership in Mexico.

Sponsored by the Canadian Purchasing Research Foundation (CPRF)

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Case Study: VANOC's Legacy of Aboriginal Procurement

Nadine Hoene, Consultant, Aboriginal Procurement, Aboriginal Human Resource Council

The 2010 Olympic and Paralympic Winter Games was the first time in Olympic and Paralympic history that an organizing committee had recognized Indigenous peoples as Official Partners in the Olympic Games. The participation of Aboriginal peoples in the 2010 Winter Games was an integral component of VANOC's sustainability mandate. Today, the extensive Aboriginal procurement knowledge gained from the Vancouver 2010 experience has been housed with the Aboriginal Human Resource Council – as a legacy project to advance the role of Aboriginal businesses in Canada. This session will provide participants with an in-depth look at VANOC's Aboriginal procurement framework including its development and highlights of the successes and challenges that emerged during implementation. It will also provide an overview of the Council's new Aboriginal procurement program including online and instructor-led training, resources and templates, and advisory services which help companies to advance Aboriginal procurement to meet corporate sustainability and social responsibility mandates.

Learning Outcomes:

• Describe the business case for increased sourcing from Aboriginal suppliers
• Understand the key elements of an Aboriginal procurement strategy and policy framework
• Gain tools to increase procurement from Aboriginal businesses in your organization

Nadine Hoehne is an Aboriginal recruitment and procurement advisor. As the designer of VANOC's Aboriginal recruitment and procurement strategies, she assisted VANOC in developing and implementing a comprehensive approach to enhancing the participation of Aboriginal people in both VANOC's workforce and supply chain opportunities. Nadine's career has focused on engaging organizations to realize the benefits that Aboriginal inclusion presents and on making progress towards realizing Aboriginal participation goals. A member of the Sechelt First Nation, Nadine completed a Bachelor's of Arts Degree, with a major in Political Science and a minor in International Relations from the University of British Columbia (2001).

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Procurement in the Driver's Seat: Trends for 2011 and Beyond

Lalitha Rajagopalan, Senior Director, Procurement Line of Business, SAP Global Marketing

SAP will present the results of recently conducted research with several hundred procurement executives globally, covering topics of intelligence management, collaboration, sustainability/CSR, and performance management.  The session will also include key procurement benchmarks and goals for 2011 and beyond.

Lalitha Rajagopalan is presently the Senior Director, Procurement Line of Business, SAP Global Marketing. She is responsible for driving, evangelizing, and positioning SAP as the leader in procurement across the globe. Lalitha has over fifteen years of experience in product management, product marketing and strategy. Prior to joining SAP, Lalitha has held leadership positions in marketing and solution management at enterprise software companies including Ariba and Silicon Valley startups. Lalitha holds MBA degree in marketing and finance and a BA in Economics.

Incoterms Update: How The New Terms Will Impact Supply Chain Professionals

Laurie Turnbull, CITT, P.MM, Supply Chain Consultant, Cole International Inc.

Incoterms 2010 became effective in January 2011, reflecting changes in transport practices, heightened concerns regarding cargo security, and consolidation in the 'delivered' rules. Familiarity with Incoterms is essential for every organization involved in international trade. This session will review the changes between Incoterms 2000 and Incoterms 2010, including the new "D" shipping terms, elimination of the "ship's rail", responsibilities for cargo insurance, and the transfer of costs and risks between buyers and sellers.

Learning Outcomes:

• Clear interpretation of updates contained in Incoterms 2010
• Understanding of commonly accepted interpretations of trade terms

Laurie Turnbull is a Supply Chain Consultant with the Cole Group, a national third-party logistics company providing customs brokerage, transportation and warehousing services for Canadian businesses for over fifty years. He has over twenty-five years experience in supply chain management, helping companies in a wide range of industries achieve performance improvements in transportation, procurement and inventory management. Laurie is actively involved in logistics management education as an instructor and facilitator for the Purchasing Management Association of Canada, the Canadian Institute of Traffic and Transportation, and the Schulich Executive Education Centre. He has authored several supply chain management seminars and is a contributing columnist to Canadian Transportation & Logistics magazine on topical supply chain issues.

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11:05 am – 12:05 pm

Cloud-Based Services: SAAS & the Supply Chain

Neel Sharma, Managing Partner, SPICE Technology Group

This session will cover the past, present and future of Software-as-a-Service & Cloud Computing and its effect on supply chain management. We will discuss some of the benefits that the retail, manufacturing and distribution (MRD) sector has already experienced by adopting cloud technologies, and also what may lie ahead of us.

Learning Outcomes:

• What SAAS & Cloud technologies are
• How Cloud has an impact on the supply chain
• What are the differences in procuring Cloud-based technologies vs. traditional technologies

Neel Sharma is Managing Partner of SPICE Technology Group. As a pioneer in the "cloud" computing market, Neel has been working with customers to achieve low cost, quick-time-to-market solutions to complex business problems. Neel has worked in several vertical markets including Retail, Manufacturing, Distribution (MRD), IT, Healthcare, Consulting, Construction and Logistics, bringing the benefits of the software-as-a-service (SAAS) approach to customers. For the past ten years, Neel has focused exclusively on "cloud based" supply chain visibility and data integration markets, helping customers reduce operating costs by as much as 50% and improve customer service levels by 20%.

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Case Study: Rethinking Supply Chain End to End

Patricia Moser, Vice President Supply Chain, Grand & Toy

When issuing an RFP, or negotiating with a supplier, have you ever considered how your "asks" may be negatively affecting the efficiencies and sustainability efforts of both your corporation and your supplier's? In this dynamic presentation, you will be challenged to rethink the status quo and gain insights which will change how you do business.

Learning Outcomes:

• The impacts of key decisions on efficiency and sustainability both upstream and downstream
• How to work effectively with your internal and external stakeholders to manage expectations
• How to measure success

Patricia Moser brings more than 20 years of senior-level experience in procurement, strategic sourcing, logistics and supply chain, developed through a range of positions with leading organizations such as Rogers Communications, and EDS, in both Canada and the U.S. She also operated i3 advantage, a procurement and supply chain consulting firm, and consulted extensively to Grand & Toy before joining as Vice President, Supply Chain. In her current role at Grand & Toy, Patricia provides leadership to the organization's national supply chains, drives change, and executes visionary solutions focused on sustainability. She also plays a key role in contributing to Grand & Toy's ongoing transformation to being known as a strategic partner able to help customers better manage their business. Patricia is also a recognized thought leader in the industry, a sought-after speaker, and an author. She has been profiled in and written for several publications, including Fortune, Supply & Demand Chain Executive, and PurchasingB2B. For the past three years, she has been recognized as one of the top supply chain leaders in North America by Supply & Demand Chain Executive, and in 2005, she was named its Practitioner of the Year for North America.

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Procure-To-Pay Best Practices and Solutions for the Public Sector

Sylvie Parent, Regional Vice President, Relationships, Public Sector and Government Services, U.S. Bank Canada

With every organization facing economic challenges, this session explores current procure-to-pay (P2P) best practices and solutions that deliver the results most needed by the public sector. Learn more about the best-in-class solutions that provide tangible benefits, including reduced costs, decreased paper, seamless integration with P2P systems, increased control, improved visibility and enhanced cash management. Discover how to apply these best practices to P2P processes.

Learning Outcomes:

• Understand current P2P trends and challenges
• Identify key needs of P2P organization
• Apply best practices

Sylvie Parent currently serves as Regional Vice President providing senior leadership and management for public sector programs, including the Government of Canada Visa acquisition card program. She possesses more than 10 years of commercial card management experience and 15 years of banking experience.

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Value-Based Cost Reduction: Lessons from the Front Lines

Sanjay Dhar, Supply Chain Executive - Accenture
Donald E Moffatt, Chief Procurement Officer, Rogers

Here's a common scenario for many Canadian organizations. Sales growth has slowed down as consumers and customers tighten their purse strings. The Canadian dollar is strengthening forcing companies to worry more about North American or global competitiveness. Competition is increasing, both domestically and overseas. Margins are tight. But shareholders continue to demand improved performance and returns. Organizations look at cost reduction as one solution to their predicament but realize they don't have sufficient resources, expertise or management focus to address cost reduction opportunities in a reasonable timeframe. They look to external experts for assistance but are worried about making large investments with no assurance of desired results being delivered.

Learning Outcomes:

• When do value-based programs make sense?
• What are the alternatives available when designing such programs?
• What are the key requirements for success? How do you ensure mutual alignment of objectives?
• What spend categories are natural candidates for these programs?
• What is the role of the purchasing organization – during and after the program? How can they leverage the program to drive ongoing cost reduction?

Case studies will be included in this session to bring practical learnings from value-based programs that have been implemented in Canada.

Sanjay Dhar is a leader in Accenture's Canadian Supply Chain practice. Sanjay specializes in improving supply chain operations with a specific focus on strategic sourcing, procurement transformation and new product development. Sanjay's clients include leading Canadian and global organizations in the telecom, consumer business and energy sectors. He is currently leading a value-based cost reduction program for a large Canadian company. Sanjay holds a B.Com. from Pune University, an MMS from Bombay University and an MBA from the Rotman School of Management at the University of Toronto.

Donald E Moffatt is the Chief Procurement Officer at Rogers and Rogers Customer Ombudsman. Prior to these roles Don was the Senior Vice President of Customer Care for all of Rogers product lines. In a career spanning 30 years, Don has held senior management roles in Telecommunications and Financial Services organizations in Canada, the United States and Overseas. Don has successfully led the evolution of Customer Service capability in multiple business unit management functions. His aptitude for predicting trends in technology, people motivation and process has been instrumental in the achievement of superior results, measured by Industry standards for the improvement of customer satisfaction, cost reduction and revenue generation. Don is a graduate of the University of New Brunswick.

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Finding Balance in a Wired World

Beth Hawkes, Director, UBC Life and Career Centre
Jeff Miller, Senior Manager, Distance & Blended Learning, Centre for Teaching, Learning and Technology

Conventional boundaries between our personal and workplace lives have become increasingly blurred as technologies amplify our capacity to acquire information, consume entertainment media, and interact with one another and the larger world in ever more immediate, mobile and diverse ways. As technology transforms the ways we do our jobs, these same tools are also shaping our social communications and our expectations of our own performance. Along with gaining the freedom to work anywhere, anytime, many of us are now working significantly longer hours in fragmented, often stress promoting ways. Is time available for family, friends, community, and even our own health decreasing as we become busier and more preoccupied with our digital connections to our work? What might it take to balance the potentially conflicting realities of work and home? Is it even a useful question? Are we being pressured to develop a new set of life skills in response? This session will combine presentation of information and narrative about emerging work patterns with opportunities for participants to engage in both reflection and discussion.

Learning Outcomes:

• Identify conflicting obligations from work and home
• Learn how technology can be used to bring balance to your life
• Discover the health benefits associated with a balanced approach to "mobile-commuting"

Beth Hawkes has served as a Continuing Education Program Director at UBC since 1983, with portfolios ranging from public programming in the humanities and sciences, distance education and technology, and life and career programs and services. Recently she has facilitated development within a number of CE units moving through significant periods of organizational change. Director of Life and Career Programs since 2003, Beth is keenly interested in ways that "change and transition awareness" can enhance the quality of choices made by both individuals and workplace teams.

Jeff Miller is the Senior Manager, Distance and Blended Learning for the Centre for Teaching, Learning and Technology at the University of British Columbia. He is also an instructional designer with extensive experience developing projects, courses and programs that make use of learning technologies in on-campus, blended and fully online modes. He has provided faculty development workshops in pedagogy and technology at universities in North America, Europe, Africa and Asia.

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3:00 pm – 4:30 pm

Facilitated Discussions

A hit last year, Facilitated Discussion sessions are back! These are an interactive medium where current topics are discussed. A panel of experts deliberate the issue then facilitate discussions where participants share their views, challenges and solutions.

Economy: The Current State and The Future

The state of the economy has become a permanent fixture in conversations. Is the recession really over? Have we emerged from it? Is another downturn around the corner? Have we learned anything? How stable are Canada's banks and what is happening with the Canadian Dollar? With no end in sight for the current whirlwind of economic news it has become imperative for supply chain professionals to stay abreast of the latest economic developments, in order to mitigate risk and identify opportunities for their supply chains.

Peter Hall, Vice-President and Chief Economist, Export Development Canada
Warren Jestin, Senior Vice-President & Chief Economist, Scotia Capital
Helmut Pastrick, Chief Economist, Central 1 Credit Union

Peter Hall joined Export Development Canada (EDC) in November 2004. He has over 20 years of experience in domestic and international economic analysis and forecasting. Mr. Hall is responsible for overseeing economic and political risk analysis at EDC and the company's information centre. In addition to advising senior management at EDC, Mr. Hall is a featured speaker at conferences across the country, and regularly appears in television, radio and print media commenting on recent economic developments and implications for the outlook. Mr. Hall is immediate past president of the Ottawa Economics Association, a 300-member local association of professional economists, and has served on the board of the Canadian Association for Business Economics. Mr. Hall has degrees in economics from Carleton University and the University of Toronto.

Warren Jestin joined Scotiabank some 25 years ago. Since then, he has become a popular public speaker and media commentator on economic issues in Canada and abroad. The reasons: his expertise both about Canadian and global economic issues is extensive and his team's research work is leading-edge. Jestin travels extensively meeting with experts around the globe to keep pace with the latest developments. In addition to an M.A. and a Ph.D., Jestin acquired economics experience at the Bank of Canada and he has taught at several universities.

Helmut Pastrick is Chief Economist for Central 1 Credit Union, the umbrella organization for the credit union system in the provinces of BC and Ontario. The system has about 2.7 million credit union members with an asset base over $65 billion. Helmut provides economic analysis and forecast services to the credit union system in both provinces. Prior to joining Central in 1997, he spent many years with the Canada Mortgage and Housing Corporation in BC responsible for analyzing and forecasting the provincial housing market and economy. He is past President of the Association of Professional Economists of BC, a member of the Canadian Association for Business Economics, and the BC Economic Forecast Council. Helmut is frequently called upon by the media to provide comments on economic events and his presentations are in demand by many organizations and groups, including credit unions, trade and professional associations, and service clubs.

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So You Want to Be a PMAC Leader?

Have you ever wanted to get involved as a volunteer in the governance of PMAC? This facilitated session will inform you how to get started and what kind of commitment is required. Become familiar with how a non-profit association operates and learn about PMAC’s governance structure. We will review Board roles and responsibilities and the skills required of Board members, as well as the different ways members can get involved in the association. PMAC Board members will share their experiences and the rewards of their commitment. Attendees will also have a chance to ask questions of the panel.

Rick Reid, SCMP, Manager, Supply Chain, VAW Systems Ltd., Winnipeg, MB, Elected Director, PMAC National Board of Directors
Fayaz Haq, Strategic Sourcing Analyst, Atlantic Lottery Corporation, Moncton, NB, Director, NBPMI Board of Directors
LouAnn Birkett, CSCMP, Purchasing Manager, The Regional Municipality of Durham, Finance Department, Whitby, ON, Elected Director, PMAC National Board of Directors
Leah Bach, SCMP, Advisor to the Board, BCIPMAC

Rick Reid has been the Manager, Supply Chain at VAW Systems Ltd. in Winnipeg since June 2009. He currently serves as a Director on the PMAC National Board and is Past-President of the Manitoba Institute of PMAC. He has extensive experience teaching PMAC education programs, including Negotiations, Global Sourcing and Knowledge Management.Rick studied Business Management at the University of Manitoba and holds both C.I.M. and P.Mgr management designations.

LouAnn Birkett, CSCMP, is currently the Purchasing Manager for the Regional Municipality of Durham, responsible for the supervision of 16 staff members who collectively procure all goods and services required by the Municipality.  LouAnn is a past Board member and Chair of the National Board for the Purchasing Management Association of Canada, Past President of the Ontario Institute of PMAC (OIPMAC), as well as Past President of the Durham District of the OIPMAC. In her two consecutive terms as the OIPMAC President, she was instrumental in establishing stronger relations with the Districts through her leadership of the District Relations Committee, and was closely involved with the development of OIPMAC’s District Board training program. She was also Chair of the Committee for the District restructuring throughout Ontario.

Fayaz Haq joined Atlantic Lottery in 2008 as a Strategic Sourcing Analyst in the Finance and Corporate Services division. Born and raised in Dubai, Fayaz moved to New Brunswick in 2002 to attend UNB Saint John where he graduated with a Bachelors of Business Administration, majoring in Human Resources Management and e-commerce. He was recognized in 2006 as a graduating student leader and was inducted to the Golden Key International Honors Society.
Fayaz brings strategic supply chain experience to Atlantic Lottery, having previously worked in the pulp and paper and HVAC and building materials industries.
Fayaz is active in his chosen profession. He received his SCMP designation in 2009 and served on the New Brunswick Purchasing Management Institute’s board as Director of Membership from 2006-2008. Currently, Fayaz serves on the NBPMI board as the Director without Portfolio. He is also a member of the 2012 PMAC National Conference steering committee.

Leah Bach has been in the supply chain field since 1984, a member of the BCIPMAC since 1994 and an SCMP since 1996. She has sat on the BCI Board of Directors since 1993, as the Ethics Chair, VP and President. During her term as President she was elected as Board Chair for the PMAC National Board of Directors. For 2011, Leah sits as Advisor to the current board of Directors and Chair of the Nominating Committee. Leah teaches Negotiation for the SCMP program, works as the Procurement Manager for the School Board of Delta, is an active realtor for Re/Max and hosts her own tv show on Delta Cable TV, “North Delta Living with Leah”.

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Sustainability: The Do's, the Don'ts and the How-To's

There is a smorgasbord of critical sustainability topics but what it comes down to is this: how do you make it happen in your organization? Join this group of expert panellists to discuss the business case for sustainable supply chains including organizational transformation and implementation, how to decipher the myriad of green certification rules and definitions, and how to execute carbon counting.

Danny Karch, National Director, Green Building, Sustainability Forestry Initiative
Tim Reeve, BuySmart BC
Ted Battiston, Manager, Community Energy & Emission Reductions, Resort Municipality of Whistler

Danny Karch is responsible for all assisting the print, packaging and solid wood markets with the SFI standard and also to support green building initiatives. He sits on the technical committee for the Quebec Wood Export Bureau for Chain of Custody and works with many social and government groups to support sound procurement practices and green building initiatives. Danny was previously with Abitibibowater in sales and marketing for over 11 years. Prior to joining SFI in Jan 2009 he held the position of VP forest products procurement for the Canadian National DIY retail chain Rona. During this mandate Danny worked closely with the forest products industry to support all aspects of responsible forestry management which include chain of custody, and certification.

With 20 years of experience, Tim Reeve has earned a reputation as a leading sustainability practitioner and industry spokesperson in the areas of sustainable purchasing, ethical sourcing and Olympic environmental programs. Tim has travelled throughout the world as a keynote speaker, conference presenter and course lecturer speaking on sustainability trends, supply chain management and sharing industry insights. Tim has provided multiple stakeholders and the media with interesting, and sometimes provocative information, seen from a variety of perspectives. Tim is President of Reeve Consulting where his firm develops, implements and manages sustainable purchasing strategies and corporate sustainability programs for public and private sector clients such as the Government of Alberta, BC Hydro and the City of Vancouver.

Ted Battiston is Whistler’s Corporate and Community Energy Manager, a role that directs his attention toward internal municipal policies and operational practices as well as toward the importance of integrating energy and greenhouse gas emissions planning into broader community policies. Through this role Ted has gained six years of experience developing carbon accounting and management practices and compiling detailed energy and emissions inventories for both public and private sector organizations. Ted has collaborated extensively with the Provincial government, BC Hydro, the Union of BC Municipalities, as well as the Federation of Canadian Municipalities on local government responses to the challenges of climate change generally, and to greenhouse gas inventories in particular. Finally, when not building strategic business case assessments to support energy conservation and emission reduction investments for the local government or for Whistler Centre for Sustainability clients, Ted can usually be found on his skis or bike traipsing the mountains and trails of the Sea to Sky corridor.

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What if You Look at Payments Differently?

Panel TBD

Branding: The Power of Your Personal Brand

Each of us has a brand and we need to be working on it constantly to build and enhance our brand value. What is a brand and why should you care about yours? What are the attributes of a good brand? What can each of us do to build and enhance our personal and team brands? It is up to you to promote yourself and the value of supply chain management within your organizations. Discover tools that you can use to enhance your brand, including social media.

Shawn Deveau, SCMP, Business Consultant, Grassroots Business Coaching
Maureen Daschuk, General Manager – Field Support Services (FSS), T&D, BC Hydro

Shawn Deveau Shawn has been practicing Lean and Supply Chain Management for 10 years. In addition to his undergraduate degree from the University of Western Ontario, Shawn holds a Certified Professional Purchaser Designation from the Purchasing Management Association of Canada, a Certified Professional Forecaster designation from the Institute of Business Forecasting and a Lean Greenbelt. Along with his supply chain management experience, Shawn has lead lean implementations, process improvements and problem solving exercises that have lead to millions of dollars in savings for his clients.

Maureen Daschuk joined BC Hydro in September 2009. Prior to joining BC Hydro, Maureen spent five years at TELUS as Director of Corporate Strategy, General Manager of Installation and Repair for the Lower Mainland and Director of the Program Management Office for the Construction programs in Western Canada. Maureen has 10 years experience as a strategist working as a consultant in Canada and the USA as well as Vice President of Strategy for a start up company in British Columbia. As General Manager of FSS, Maureen is responsible for the management of the BC Hydro Fleet of approximately 2,700 vehicles and an additional 500 pieces of equipment. The materials management unit is responsible for the handling of $150 million of materials issues annually and an inventory of $90 million. The total operating budget for FSS exceeds $50 million. Maureen has a Masters Degree in Business Administration from the University of Western Ontario.

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Friday June 10, 2011

9:35 am – 10:35 am

Resuscitation through Innovation

Daniel Abichandani, Manager, Deloitte Consulting
Rob Bucciarelli, Manager, Deloitte Consulting
Kurt Ritcey, Principal, Deloitte Consulting

Sourcing and procurement groups need to stop waiting for innovation to fall on their laps and take control of finding innovative opportunities themselves as supply chain takes its rightful place in front of the innovation spotlight. The question now posed to SCM professionals is how to take an innovative idea from concept to reality and measure its investments. The presentation will include a case study.

Learning Outcomes:

• A framework on innovation that views innovation as a commitment to promoting continuous improvement through the identification, dissemination, adoption and measurement of creative ideas
• A methodology to measure the return on investment in supply chain innovation and optimize investment in innovation initiatives
• Case studies demonstrating effective supply chain innovation initiatives, including how innovation was measured and how strategic decisions were made:
  • Supply chain response of a global vaccine manufacturer to the H1N1 pandemic
  • Transformation of a retail giant's real estate purchasing group into an enterprise-wide strategic sourcing organization

Daniel Abichandani is a sourcing and procurement specialist with Deloitte's Strategy and Operations consulting practice in Canada. He has a breadth of experience in both public and private sectors. Daniel has led strategic sourcing initiatives with the Ministry of Government Services for the province of Ontario. He managed end-to-end province-wide procurements and projects including secure document destruction services and corporate cards services. As a consultant, he led various sourcing and procurement strategy and implementation solutions for the Ministry of Health and Long Term Care's Ontario Laboratory Information Systems (OLIS) , BC Hydro, CIBC, WSIB, MedImmune, Home Depot, and Future Shop (as part of post acquisition integration activities with Best Buy).

Rob Bucciarelli is a Manager in Deloitte's Canadian Sourcing and Procurement consulting practice. He specializes in strategic sourcing diagnostics and implementations across a range of industries, covering the private and public sectors. Rob's previous sourcing and procurement clients include: Home Depot Canada; Research in Motion; the Ontario Ministry of Finance; Apollo Group (the University of Phoenix); MD Physician Services; and Gaz Metropolitan.

Kurt Ritcey leads Deloitte's Canadian Sourcing and Procurement consulting practice. His supply chain clients include: BC Hydro, Enbridge Gas Distribution Inc., Air Transat, a major oil company, BRP, Economical Insurance, Canadian Tire, Hudson's Bay Company, MDS Inc., and Major Technology OEM. Kurt brings leading practices knowledge and significant levels of experience in the area of innovation, strategic sourcing assessments, sourcing and procurement strategy development, and enterprise cost reduction. In addition to work in Canada and the U.S., Kurt has worked with clients in Hong Kong, Germany and Mexico.

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Near Shoring: Is it Time for You to Rethink Off Shore Sourcing?

Garland Chow, Associate Professor of Logistics and Supply Chain Management, Director of the Bureau of Intelligent Transportation Systems and Freight Security, Sauder School of Business, University of British Columbia

The environment in which firms have made an off shore sourcing decision in the past has changed and will continue to change. This may call for a rethinking of sourcing strategy and firms who conduct a Total Landed Cost evaluation may find a domestic or near sourcing/near shoring strategy beneficial to the firm. This session reviews recent trends and consolidates best practice studies to help firms evaluate whether firms should reconsider their off shore sourcing strategy.

Learning Outcomes:

• What is near sourcing and near shoring and what is the trend?
• Who is practicing near shoring? What are the characteristics of industry sectors or products that are moving back all or some production to North America?
• What are the factors that need to be considered in a Total Landed Cost evaluation?
• Where are these factors moving in the next five years?
• How competitive is near shoring from Mexico with off shore sourcing from China?

Dr. Garland Chow is Associate Professor of Logistics and Supply Chain Management and Director of the Bureau of Intelligent Transportation Systems and Freight Security at the Sauder School of Business, University of British Columbia. He earned his BS and MBA degrees from the University of Maryland and doctorate from Indiana University. Garland was recently appointed to the Board of Directors of the Purchasing Management Association of Canada, chairing the education committee. He has published over 200 articles and reports in the supply chain field and taught academic and executive programs in over 10 countries.

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Supply Chain Finance - How to Unlock Value in your Supply Chain

Experts from Citi Trade Solutions discuss how to deploy Supply Chain Finance to help reduce risk in the supply chain and provide tangible financial benefit to both buyers and suppliers. In today’s turbulent market, companies are faced with the often conflicting challenges of optimizing their working capital, reducing risk in their supply chain, managing their balance sheet and improving commercial terms – while at the same time reducing costs, increasing efficiency and meeting corporate citizenship objectives. In order to meet these challenges, clients are turning to banks to introduce low cost liquidity into the supply chain via solutions such as Supply Chain Finance. This solution provides value to a diverse set of corporate stakeholders spanning Treasury, Finance, Sourcing, Procurement and Shared Services/AP.

Learning Outcomes:

• Understand the basic mechanics of how Supply Chain Financing works
• Recognize the benefits of Supply Chain Financing for both Buyers and Suppliers
• Learn about key factors to a successful Supply Chain Financing program
  
  Dave Skirzenski is a Director in Citi's Trade Finance organization, in the Global Transaction Services business line. Dave is the North American head of Citi Supplier Finance, and in this role has the opportunity to work with many of Citi's largest clients across the retail, technology, telecom, public sector and energy sectors. In 2008, Dave and his team transitioned to Citi from Morgan Stanley, after having initiated and expanded Morgan Stanley's Supplier Finance organization. Dave spent an additional five years at Morgan Stanley managing the Spend Management Process and Technology organization, which oversaw 25+ global corporate applications, supporting $11bn in annual vendor spend spanning Procurement, Sourcing, Capital Budgeting and Accounts Payable functions. Prior to Morgan Stanley, Dave was an early employee at Ariba, with expanding leadership positions in their East Coast management consulting practice. Ariba was a pioneer in transforming and optimizing a corporation's management of vendors, spend, risk and the related transactional processes. During his six years at Ariba, Dave had the opportunity to engage over 50 of the world's largest companies, across all industries.

Dave has a Bachelor of Science in Computer Science from Drexel University, where he graduated first in his class in the College of Science.

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Case Study: How Ford has Re-invented its Supply Chain Strategy

Dan Georgescu, Global Purchasing, Ford Motor Company of Canada

The financial crisis that affected the global economy in 2008 started much earlier in the automotive sector. In 2005, both Visteon and Delphi (which were spun off by Ford and GM in 2000) were contemplating bankruptcy. Other large Tier 1 suppliers were in financial distress as well. If these parts suppliers would have collapsed, all of the North American automakers would have faced paralyzing production disruptions and financial repercussions. The North American OEMs were in no better shape than the Tier 1 suppliers, from a financial perspective.

Ford realized that it needed the support of its suppliers in order to survive in the fiercely competitive North American Market. Ford decided to re-invent its supply chain strategy to take the supplier relationships "to a different and new level" to ensure consistent production, reduce its costs, and create long-lasting partnerships with its suppliers. As a result, Ford was the only North American OEM that did not go bankrupt and did not require government assistance during the last credit crisis.

Learning Outcomes:

By the end of the presentation the participants should be able to

• Explain the business case for improving supplier relations in the North American automotive industry
• Customize existing supplier relation strategies or create new ones to rapidly improve the benefits of preferred customer status
• Prioritize the implementation of a supplier relation improvement strategy and create a timeline for implementation

Dan Georgescu currently works in Global Purchasing for Ford Motor Company. He is in charge of supplier development for the over 600 suppliers of the Oakville Assembly Complex. Dan is a member of the Accreditation Review Panel of the National Accreditation Program of the Canadian Sector Council for Supply Chain (CSCSC); he is a senior educational consultant for the Purchasing Management Association of Canada, and he serves as a member of the Engineering Programs Advisory Committee at Sheridan College. Dan teaches in the Supply Chain Management at Humber College, and in the Manufacturing Management Program at Sheridan College. He graduated with the Gold Medal for Academic Excellence from the Wilfrid Laurier MBA program in 2006. He holds a Master of Science Degree in Engineering and he is a certified Six Sigma Black Belt and a Professional Engineer. Dan published "Making Supply Chain Design the Rational Differentiating Characteristic of the OEMs" in the International Journal of Production Research on February 23, 2007. His research interests are Knowledge Propagation in the Value Chain and Supplier Development as a Sustainable Competitive Advantage.

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Succession Planning in Your Organization: The CSCSC Recruitment and Retention HR Toolkit Can Help!

Kevin A. Maynard, CAE, Executive Director, Canadian Supply Chain Sector Council

Get to know the Canadian Supply Chain Sector Council's R&R HR Toolkit. It is full of useful how-to's and resources designed to help employers recruit and retain the qualified and committed people they need in supply chain roles. Videos, career profiles, a resources guide, implementation tools and other information can be used to analyze needs and create a plan for such requirements as matching people and skills, writing accurate job descriptions, offering the right compensation and keeping good employees. This session will show you how to make use of the Toolkit's rich resources to find, keep and develop workers, activities that are becoming critically important as we face growing people shortages across the sector.

Learning Outcomes:

• Put together a comprehensive HR strategy to meet your SCM talent needs
• Protect your organization from the looming labour shortage
• Enhance your recruiting strategies to attract the most desirable candidates
• Enable succession planning by learning how to retaining your best employees
• Raise staff morale by maintaining continuity and consistency in leadership

Kevin Maynard joined the CSCSC as Executive Director in June 2006. In this role, he focuses on partnership development among stakeholders, career-awareness, recruitment, retention and engagement strategies, the provision of meaningful labour market information, and the support of a learning system that enhances professionalism and functional excellence in the sector. Previously, Kevin was VP and COO of the Canadian Foundation for Economic Education and National Program Director for Junior Achievement of Canada. He graduated from University of Windsor in 1985 with an Honours degree in Political Science, with a specialty in Public Administration, and has professional CAE certification from the Canadian Society of Association Executives. Kevin is Chair of The Alliance of Sector Councils. He is a member of the Board of Advisors of AIESEC Ryerson University, a Governor of the Canadian Career Development Foundation and a judge of the Top 20 Under 20 National Awards. He sits on several program advisory committees at Canadian post-secondary institutions.

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10:50 am – 11:50 am

Case Study: Better Systems for Better Purchases

Stefane Belleau, MBA, SCMP, Director, National Procurement, Intact Financial Corporation

Once new procurement systems are implemented, how do you truly achieve better purchasing practices? We will review an actual case of a company's enterprise resource planning (ERP) implementation, focussing on leveraging the benefits and post-implementation realities, including lower operating costs and increased profits and efficiencies. The presentation will provide learning on process improvements and cross-functional collaboration.

Learning Outcomes:

• Utilize modules of an ERP to shape procurement
• Leverage operational benefits from system and process changes
• Employ cross-functional collaboration, producing positive outcomes

Stefane Belleau is the Procurement Director for Intact Financial Corporation and holds the SCMP designation and is an MBA from HEC. His career includes procurement and supply chain responsibilities including contract, capital budgets, fleet and real-estate management, as well as achievements in the telecommunication, financial and manufacturing sectors. He has held management positions for the last 12 years, at Teleglobe, Cogeco Cable, and Intact. Stefane has occupied several positions as a volunteer within PMAC, at district and national.

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Seven Step Strategic Sourcing Process

Christian Rossetti, Ph.D., Assistant Professor, North Carolina State University

The Seven-Step Strategic Sourcing Process, used by a majority of the Fortune 100, is a rigorous approach to supply strategy. It begins with an assessment of the internal importance of the purchase to the firm and ends with monitoring supplier performance. This session will introduce this seven-step process as well as identify pitfalls uncovered during the research of the author's article "The Dark Side of Strategic Sourcing."

Learning Outcomes:

• Spend and market analysis
• Relationship management
• The dark side of strategic sourcing

Dr. Christian Rossetti is an Assistant Professor of Supply Chain Management at North Carolina State University. He teaches Supply Chain Management to both MBAs and Undergraduates and he has worked on Sourcing and Logistics problems with multiple Fortune 500 companies. His research has appeared in Academy of Management's Perspectives, Decision Sciences, Journal of Supply Chain Management, International Journal of Physical Distribution and Logistics Management, and Journal of Purchasing and Supply Management

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Effective Management of Construction Contracts

Darin Matthews, CPPO, C.P.M., Chief Procurement Officer, Metro Regional Government, Oregon

As procurement professionals become more involved in the contract of construction services, it is important that they understand the nuances and complexities of this industry. While the tendering process is important, what is done after contract award can make or break a project and its budget. This session will discuss some key aspects of managing and administering contracts for construction. Performance bonding, change order claims, and the role of the architect will be addressed.

Learning Outcomes:

• Understand the importance of post-award activities on construction contracts
• Identify some best practices in contract management and administration
• Gain better understanding of the unique aspects associated with construction contracting

Darin Matthews has over 20 years of purchasing and supply management experience in state and local government, as well as private industry. He is currently the Chief Procurement Officer for Metro, the regional government of Portland, Oregon. He is past president of the National Institute of Governmental Purchasing (NIGP), and currently serves on the Governing Board of the Universal Public Purchasing Certification Council (UPPCC). He also served as a Board Member for the Public Procurement Research Center at Florida Atlantic University. Darin speaks throughout the world on a variety of procurement topics, and his writings have been featured in Government Procurement, The Public Manager and The Journal of Public Procurement. He has authored book chapters for NIGP's Logistics and Transportation and Warehousing and Inventory Control, as well as the Encyclopedia of Public Administration and Public Policy. Darin has served as a panellist for the Institute for Supply Management's (ISM) satellite seminar series, and has been a featured speaker for many ISM affiliates. He is the co-author or Effective Supply Management Performance, part of ISM's book series in support of their new CPSM program.

He is a Certified Public Purchasing Officer (CPPO) and a Certified Purchasing Manager (C.P.M.). He holds a Bachelor's degree in Business/Political Science and a Master's Certificate in Acquisition Management. Darin is an adjunct instructor for Florida Atlantic University, and has lectured at the University of Victoria, Rose State College, and Cleveland State University.

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Identifying Risks in Service and Consulting Agreements

Karen MacWilliam, BA, FIIC, CRM, Consultant

No one service or consulting agreement is appropriate for all situations. Similarly, they expose you to different key risks. This session will focus on identifying key contractual risks, consultant/contractor, insurance and indemnity obligations, limitations of liability and re-hiring former employees as contractors/consultants.

Learning Outcomes:

• Applying risk management tools to identify risk emanating from service and consulting agreements
• Developing a framework for contractual risk analysis
• Identifying tools for potential contractual risk mitigation

Karen MacWilliam is a consultant specializing in risk management and insurance analysis. She holds a B.A. in Economics from the University of B.C., CIP and FCIP designations from the Insurance Institute of Canada and a Canadian Risk Management diploma. She undertook MBC studies at the University of Alberta. Over the past 26 years, she has held positions as an insurance underwriter, insurance broker, and corporate risk manager. Her consulting practice includes a broad mix of public and private sector clients and she has served as an expert witness in the courts of B.C. and Nova Scotia. Karen is on staff at SFU, UNBC, and Dalhousie University, where she teaches risk management and advanced insurance curriculum. Karen is the author of 4 reference books, including the Canadian textbooks for the Canadian Risk Management designation. She divides her time between Vancouver, B.C. and Wolfville, Nova Scotia.

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The Use of Psychometric Profiling in Improving Negotiation Outcomes

Simon Brown BSc MBA P. Log., Executive Vice President, PMMS Consulting Group (North America) Inc

This session delved into how psychometric profiles influence the way people negotiate. We will explore some simple language changes that might improve their engagement with the other party. We will then go on to discuss some common misconceptions and ways that individuals with different psychometric profiles like to be approached and what that means for our engagement with them. The rest of the session will be a question-and-answer session on the use of psychometrics in negotiation.

Learning Outcomes:

• What the typical Motivational values are and how you might determine them
• How people with different Motivational values have different communication requirements and value different messages
• How to use this understanding to your advantage in a negotiation
• How to build this directly into a negotiation plan

Simon Brown is a Principal Consultant, Executive Vice President, and qualified SDI practitioner. He has worked in a wide spectrum of roles ranging from Head of Operations, Sales Director, Project Manager and internal consultant prior to joining PMMS Consulting Group. Simon has held positions in sourcing, sales, IT, logistics and project management within the grocery retail industry, a global cosmetics business and a leading sales and marketing company, where he started up operations both in the UK and California. He has lead and participated in change initiatives across many parts of the world and has focused increasingly on managing change within blue-chip organizations. He also has a profound interest in the dynamics of relationships within and between organisations.

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11:55 am – 12:55 pm

Creating Competition in Sole Source Scenarios

Shawn Casemore, CSCMP, CMP, President, Casemore & Co.

The session will focus on sourcing methodologies to increase cost savings opportunities in highly technical and perceived sole source scenarios. Supply chain professionals struggle with the paradox of sourcing highly technical or proprietary products to meet customer requirements, while still achieving cost reduction targets. Delegates will learn multiple techniques for reducing the total cost of ownership when sourcing highly technical or proprietary products or services. In addition, participants will learn how to manage pricing stability through the life of a supply arrangement in sole source scenarios.

Learning Outcomes:

• Strategies to reduce cost when sourcing in highly technical or proprietary scenarios
• Methods to overcome engineering (technical) objections to alternative approaches
• How to effectively manage sole source relationships over the long-term

For nearly two decades Shawn Casemore has been helping companies increase their profitability, improve their return on capital investment, and build collaborative and transparent supplier relations. His experience in supply chain management includes leadership roles with such dynamic companies as Magna International, Arvin Meritor, N.C.R., Pilkington Glass, Bellwyck Packaging Solutions, and Bruce Power L.P. A recognized speaker and writer, his articles have been published in print and online for magazines such as Purchasing B2B and The Connect. His speaking engagements have included presentations to senior leaders at major conferences and delivery of custom designed workshops and seminars to professionals in the field of supply chain management. Shawn serves on the board of directors for the Ontario Institute of the Purchasing Management Association of Canada and contributes to the advancement of the profession through his teaching with Humber College in the supply chain program.

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Electronic Bid Submission: Practical and Legal Issues to Consider

Arthur Skuja, Vice President and General Manager, MERX

Adopting Electronic Bid Submission (EBS) is the final step that a purchasing organization takes in its move to a completely electronic tendering process.
Before making that decision, an organization must consider the impact that this process change will have on their vendors as well as on their own internal organization. There are huge efficiency gains and financial benefits when EBS is integrated into the tendering process but there are practical issues and legal implications that an organization must be aware of as part of the transition.

Learning Outcomes:

• Communication strategies when transitioning to EBS
• Review of recent legal precedents
• Best practices on vendor authentication and authority to bind

Arthur Skuja has been working with MERX in since its initial design and development and uses his strong communication skills to drive his practical, results oriented approach to management. He is considered an expert in Software Development Practices. Arthur's knowledge and experience keeps him busy as an invited speaker for several organizations including: Dept. of National Defence, National Parole Board, Mercury Interactive, SETYM and the Bank of Montreal.

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Bridging the Twin Peaks of Sustainability & Economy—The Challenges of Putting a Green Procurement Initiative into Effect

Stephen Bauld, President and Chief Executive Officer, Purchasing Consultants International
Kevin McGuinness, Chairman, Purchasing Consultants International

Implementing a green procurement strategy is neither simple nor straightforward. Balancing environmental concerns against other procurement objectives requires clear direction from senior decision-makers and elected representatives. This "advanced level" session will discuss the practical problems that must be overcome and the strengths and weaknesses of various options that have been tried. Implementing a green procurement process entails new ways of thinking and decision making. Properly briefing suppliers on the weighting of environmental criteria complicates the tender and RFP process. Many products that are supposedly environmentally friendly cost more, even though it can be difficult to verify the environmental benefit that they offer. Comparing competing environmental benefits claimed in respect of different product offerings can be even more complex. This session will discuss the various techniques that have been employed in the public and private sector to address these and other similar concerns, and will offer guidance as to best practices.

Learning Outcomes:

• Overcome objection and gain support from decision makers for green initiatives
• Build partnerships with suppliers to ensure compliance with green procurement strategies
• Benefits and cost savings that green initiatives can bring

Steve W. Bauld is the President and Chief Executive Officer of Purchasing Consultants International. Steve has more than 37 years of international experience in purchasing in both the public and private sectors. He served as the Vice President of the Ontario General Contractors Association for four years, and until recently was on the board of directors of the Ontario Institute of the Purchasing Management Association of Canada. He has extensive experience in negotiating multi-million dollar contracts, and in dispute resolution. With more than 40 publications in the field (including three books, Municipal Procurement, the Handbook of Municipal Procurement, and Leadership, or the Lack Thereof), he is widely recognized as a leading authority in the area of public procurement, and he is a frequent presenter at conferences and seminars in Canada and abroad on public procurement issues.

Kevin McGuinness is the Chairman of the Board of Purchasing Consultants International. He is a leading Canadian authority on the subject of corporate-commercial law and corporate governance, and has published several of the leading works in these fields. Among these works are Sale and Supply of Goods, Municipal Procurement, and Canadian Civil Procedure Law, each of which was completed this year. He is currently working on a text on Canadian Construction Law. His writings have now been cited in more than 500 reported decisions across the Commonwealth. He has taught at universities in Britain, Canada and Australia and for seven years held the Steele Raymond Chair of Business Law at Bournemouth University, England. He also has more than nineteen years of legal practice in government, private practice and as in-house counsel to major corporations.

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Case Study: The Transformation of the Tim Hortons Supply Chain

Doug Payne, President & Chief Operating Officer, Nulogx

Richard Zwolak, National Manager, Logistics Services, TDL Group Corp

Learn from a Canadian logistics success story. Tim Hortons and Nulogx will share valuable information and real world experiences relating to the recent implementation of an In-Bound freight program at TDL Group Corp. This interactive presentation will highlight how this initiative impacted supply chain performance, vendor relations and corporate sustainability goals; as well as how your organization may be able to achieve the same results.

Learning Outcomes:

• What is an In-Bound program and what are the potential benefits?
• How will this initiative enable my company to reduce its carbon footprint?
• What are the steps to a well managed implementation?
• What are the key pitfalls that need to be avoided?

Doug Payne is the President and Chief Operating Officer of Nulogx bringing over 25 years of experience in the Transportation Industry and is responsible for building the franchise network of all Nulogx products and services. He has a proven track record of leading transportation companies through growth. Prior to joining Nulogx, Doug held the position of Chief Operating Officer at Consolidated Fastfrate Inc. and was President of PBB North American Transportation. Doug started in the Intermodal Transportation business in 1982 as a Senior Partner in Sunac America and sold the company to Clarke in March of 1994. As President of Clarke Logistics, Doug grew the company to 17 offices in Canada, USA and Mexico and helped it become one of the largest 3rd party companies in Canada.

Richard Zwolak is National Manager, Logistics Services for The TDL Group Corp. His involvement with Tim Hortons began in 1998, within the TDL Oakville Distribution Centre and Fleet Transportation Division. In 2005, he was appointed to the position of National Logistics Manager. His primary responsibilities include accountability for the management and costs of all supply chain requirements for the five TDL Distribution Centers throughout Canada. Prior to joining Tim Hortons, Richard was with the United States Marine Corps where he served as a Fiscal and Supply Administration Non Commissioned Officer.

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Communicating Across the Generations

Sally Halliday, Managing Director, Counselling and Program Outreach, UBC Life and Career Centre

Look around. In today's workplace you may see as many as four generation working side by side, challenging one another with their distinct views of communication style, leadership, core values and personal responsibility. Technological advances, globalization, immigration policies and the demographics of aging are having an impact on today's generation of employees. Learn about the unique characteristics of these generational groups and how they differ in the way they engage in the workplace and communicate with their colleagues. During this session you will have an opportunity to explore your own generational influences and consider some strategies to work more effectively with generational differences.

Learning Outcomes:

• Identify the generational differences that often create challenges in the workplace
• Discover why generational differences exist
• Leverage generational differences to get the results you want

Sally Halliday, MA., RCC, is a Vancouver-based group facilitator, counsellor and instructor who has designed and presented workshops to individuals, teams and working professionals who seek strategies to improve interpersonal communication and move effectively through change. She is also managing director of Counselling Programs and Services for UBC Continuing Studies' Life and Career Programs.

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