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ISM Indirect 2015

December 3-4, 2015
Orlando,FL

Elevating Your Impact through Innovation

Program Moderators

Please Note:

  • Presentations will be posted as they are received.
  • Larger files will take longer to download.
  • Click on each session to view a copy of the presentation
  • The PDF version of the presentation may vary slightly from the actual presentation.

Thursday, December 3

  • Opening Remarks and Welcome

    Tony Conant | Chief Operating Officer | Institute for Supply Management

  • Sourcing & Procurement: A Trusted Advisor
    Sourcing & Procurement brings tremendous value to an organization and its internal clients by providing a multitude of benefits to the organization including competitive commercial terms, quality products and services, supply chain integrity, brand protection, innovation, new revenue streams, robust category strategies, supplier relationship management, etc. Earning the trusted advisor role requires intimate knowledge of the client, category and supply base, a strong and collaborative Sourcing and Procurement team, and strong supply chain leadership. Rick Wertsching will share how his global team has become a trusted advisor supporting diverse initiatives and how sourcing and procurement has evolved within The Walt Disney Company.

    Richard Wertsching | Director, VP, Sourcing & Procurement | Disney Theme Parks & Resorts

  • Building an Indirect Strategic Sourcing Team
    A successful journey begins with a vision and a plan. It evolves through effective implementation, deployment of technology and change management. This session reveals how to build an Indirect Strategic Sourcing team from the ground up, while transforming indirect spend into a value-creating process.

    Daniele Gorla | Director Supply Chain and Strategic Sourcing |Shaw Communications

  • Leadership Lessons Learned From Walt Disney
    Using Walt Disney’s journey as an example, see how he achieved his dreams and the challenges he overcame along the way, and learn how to leverage them for your own businesses and personal life. From innovation to competition to dealing with adversity, Walt Disney’s life and words will serve as lessons that you can apply to your business and brands.

    Lou Mongello | Author

  • E & J Gallo Winery Energy Management Program
    The Gallo Winery Energy Team is comprised of cross functional groups that work together to deliver energy best practices. The team is delivering extraordinary value in sustainability and cost benefit across multiple sites within the company.

    Michelle Morrman | Director, Sourcing and Co-Man | E & J Gallo Winery
    Mahesh Mistry | Sr. Manager, Sourcing and Co-Man | E & J Gallo Winery

  • Indirect Rate Analysis
    Learn how the USPS uses a best practice approach on the oversight and analysis of competitive indirect pricing rates when determining fair and reasonable pricing. The analysis will also determine fairness and reasonableness for option periods and when new labor categories are being added to the contract. Focus will be on identifying the right sized supplier providing lean indirect rates.

    Prashanth Kallat | Manager, Professional & Technical Services | United States Postal Service

  • Effective Category Strategy and Supplier Collaboration to Maximize Organizational Impact
    A review of Goodyear’s evolution in the Indirect Procurement space to ingrain a Category Strategy Approach to our procurement activities, enhance the capability of our associates, and utilize Supplier Collaboration to grow our influence and ultimately maximize our impact to Goodyear’s bottom line.

    Peter Retterer | Director North America Procurement | Goodyear Tire and Rubber Company
    Jeffrey Schneider | Global Manager Supplier Collaboration | Goodyear Tire and Rubber Company

  • Commodity Price Risk Mitigation; Measurement of Risk and Developing a Long Term Strategy
    Outlines the process we used to identify our commodity risk profile, and how we developed a business process and tools to measure and monitor our risk profile over time. Our goal is to build commodity risk mitigation into our core business processes.

    Andrew Palascak | Senior Manager of Finance GSM & Business Processes | BorgWarner Morse Division at Borg Warner


Friday, December 4

  • Lessons from a (former) CPO: 5 Costly Mistakes to Avoid with Indirect Procurement
    As Supply Management becomes more involved with indirect and nontraditional spend categories, learn the five costly mistakes to avoid to drive significant impact and value for your company.

    Deborah Stanton | Executive Managing Director | CAPS Research

  • Technology Contracting – Moving Into the Cloud
    As five major trends continue to alter the delivery of Information Technology products and services, procurement leaders are challenged to optimally contract for measurable deliverables at the most cost-efficient price levels. Those who acquire technology product often encounter a plethora of contracting challenges, such as: IP Right Ownership (or transfer), Software Licensing Types; Development vs. Licensing Language; Software as a Service (SaaS); Hardware Purchase or Lease; Maintenance Language; Source & Object Code Language; Contingency Operating Plans (COP); Technical Professional Services; etc. And all occurs in an environment where the industry wants to use its own contract paper!

  • Mark Trowbridge | Principal | Strategic Procurement Solutions

  • Maximizing Your Impact in the World!
    How do you take what you learn, not only from this conference, but every day and “Maximize Your Impact” in the world? How do you share what you’ve learned with others? How do you use what you learned to make an impact at the office, in your family or in the world? We’ll wrap up the ISM Services Conference by talking about how you can take what you learn and have MAXIMUM impact in YOUR world every single day!

    Jill Bossi, C.P.M. | CEO & Founder | Thrive GPO, Inc. & SCM3, LLC

  • Closing Remarks and Raffle