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www.napm.org 800/888-6276 or 480/752-6276, extension 401 Agenda Monday December 3, 2001 Setting the Stage: Purchasing and Supply’s Current and Future States Joseph L. Cavinato, Ph.D., C.P.M. The Organization: Its Focus, Competencies, and Skills Virginia M. Tucker, Ph.D. Networking Dinner Guest Speaker: R. David Nelson, C.P.M., Vice President, Worldwide Supply Management, Deere & Company, Inc., and Chair of the Board, NAPM Tuesday December 4, 2001 Insights into How Your Organization Competes James B. Thomas, Ph. D. Managing for Success in an E-World James B. Thomas, Ph. D. Navigating Competi- tive Dynamics Douglas J. Grimm Open Evening Wednesday December 5, 2001 Competitive Intelligence = Agility Pamela J. Noe 21st Century Management Skills Virginia M. Tucker, Ph.D. Informal Dinner, Southwest BBQ Thursday December 6, 2001 Tomorrow, 2002-2003 Joseph L. Cavinato, Ph.D., C.P.M. Bringing It Home Joseph L. Cavinato, Ph.D., C.P.M. Program concludes at 2:00 p.m. NAPM Becomes ISM, January 2002 In May 2001, the National Association of Purchasing Management’s (NAPM’s) membership voted to change the association’s name to the Institute for Supply Man- agement (ISM). The association, established in 1915, is the world’s leading educator of supply management professionals and is a valuable resource for decision makers in major markets, organizations, and government. This change reflects a recognition of the increasing strategic and global significance of supply management, and becomes effective January 1, 2002. For further information, see NAPM’s Web site at www.napm.org.
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Page 1: NAPM Becomes ISM, January 2002 Agenda · 2005-11-21 · December 3-6, 2001 The Phoenician Scottsdale, AZ 800/888-6276 or 480/752-6276, extension 401 Presented by Expanding Supply

www.napm.org800/888-6276 or 480/752-6276, extension 401

Agenda

Monday

December 3, 2001

Setting the Stage:

Purchasing and

Supply’s Current and

Future States

Joseph L. Cavinato,Ph.D., C.P.M.

The Organization: Its

Focus, Competencies,

and Skills

Virginia M. Tucker,Ph.D.

Networking Dinner

Guest Speaker: R. David Nelson,C.P.M., Vice President,Worldwide SupplyManagement, Deere & Company, Inc., and Chair of the Board, NAPM

Tuesday

December 4, 2001

Insights into How

Your Organization

Competes

James B. Thomas, Ph. D.

Managing for Success

in an E-World

James B. Thomas, Ph. D. Navigating Competi-

tive Dynamics

Douglas J. Grimm

Open Evening

Wednesday

December 5, 2001

Competitive

Intelligence = Agility

Pamela J. Noe

21st Century

Management Skills

Virginia M. Tucker, Ph.D.

Informal Dinner,Southwest BBQ

Thursday

December 6, 2001

Tomorrow, 2002-2003

Joseph L. Cavinato,Ph.D., C.P.M.

Bringing It Home

Joseph L. Cavinato,Ph.D., C.P.M.

Program concludes at2:00 p.m.

NAPM Becomes ISM, January 2002

In May 2001, the National Association of Purchasing Management’s (NAPM’s)

membership voted to change the association’s name to the Institute for Supply Man-

agement (ISM). The association, established in 1915, is the world’s leading educator of

supply management professionals and is a valuable resource for decision makers in major

markets, organizations, and government. This change reflects a recognition of the increasing

strategic and global significance of supply management, and becomes effective January 1, 2002.

For further information, see NAPM’s Web site at www.napm.org.

Page 2: NAPM Becomes ISM, January 2002 Agenda · 2005-11-21 · December 3-6, 2001 The Phoenician Scottsdale, AZ 800/888-6276 or 480/752-6276, extension 401 Presented by Expanding Supply

December 3-6, 2001The PhoenicianScottsdale, AZ

www.napm.org800/888-6276 or 480/752-6276, extension 401

Presented by

Expanding Supply Horizons

Strategic Leadership Executive Program

Expanding Supply Horizons

Page 3: NAPM Becomes ISM, January 2002 Agenda · 2005-11-21 · December 3-6, 2001 The Phoenician Scottsdale, AZ 800/888-6276 or 480/752-6276, extension 401 Presented by Expanding Supply

Expanding Supply Horizons

During the past year, NAPM and the Center for Strategic Supply Leadership conducted research

with over 100 CEOs, executive vice presidents, and senior vice presidents, in an effort to ascertain

their expectations of “effective supply management.” The research was one-on-one, interview-based,

and included a wide range of industries and locations. While there are many similarities of view-

points, there are also some vast discrepancies between what senior management expects and the

reality of current supply department practices. This program is designed to present senior manage-

ment contexts and approaches to shaping supply management performance. Rather than focus on

best practices and case studies, this program positions supply management by way of senior man-

agement expectations, and evolving and emerging trends in the field.

This program accepts only high-potential individuals who have experience in the field and who

demonstrate the following leadership qualities:

This program is offered to teams of two or more from participating organizations. In order to build a

strong supply management unit, it is important that multiple high-potential individuals participate.

It’s not enough to be on the leading edge. You and your organization must be leaders. Your organi-

zation must consistently satisfy stakeholders. You must strive to set yourself apart yet ensure that

your supply strategies blend into and support the organizational infrastructure.

L e a r n t h e l a n g u a g e .

K n o w t h e a p p r o a c h .

C r e a t e t h e v i s i o n .

S h a r e t h e s u c c e s s .

L e a r n t h e l a n g u a g e .

K n o w t h e a p p r o a c h .

C r e a t e t h e v i s i o n .

S h a r e t h e s u c c e s s .

■ Breakthrough thinking

■ A drive to achieve and succeed

■ Direct communication

■ Decisiveness

■ A market focus perspective

■ Entrepreneurial spirit

■ Vision

■ Willingness to share ideas

■ A strong business background

Page 4: NAPM Becomes ISM, January 2002 Agenda · 2005-11-21 · December 3-6, 2001 The Phoenician Scottsdale, AZ 800/888-6276 or 480/752-6276, extension 401 Presented by Expanding Supply

The Focus:

Understand supply management within the context of today’s competitive positioning. Why

staying the same won’t work.

Become a hybrid technologist/supply manager and create an information vision for supply manage-

ment. Determine the best short- and long-term positioning for your organization through exposure

to information technology and application trends.

Gain techniques for extending the reach and influence of supply management within the total

organization.

Acquire insights into how to speak to your CEO and gain influence for applying greater and more

extensive applications of supply within your organization.

Examine nine critical supply management competencies that effective organizations are targeting

for this decade. Start developing your skills and follow through on evolving skills for development.

Analyze your personal style for driving effective change. Learn to increase your effectiveness while

understanding the culture of the organization within which you and supply management operate

as well as that of the overall organization.

Using a time-tested approach, build a template for high-level change and extending the roles and

influence of supply management within your organization upon returning there.

Day One

Setting the Stage: Purchasing and Supply’s Current andFuture States

Joseph L. Cavinato, Ph.D., C.P.M.

Insights into issues and concerns for the next three to five years for organizations and how they

compete, CEO perceptions, and evolving opportunities for strengthened and new roles for supply

management. Based upon an 11-year interview project now comprising 650 organizations world-

wide, this session presents today’s high-level benchmarks for the field. A main objective is

to identify issues for further development, discussion, analysis, priority setting, and closure.

The Organization: Its Focus, Competencies, and Skills

Virginia M. Tucker, Ph.D.

The growing complexity of business and the increasing pace of change force organizations to

rethink how they must function. Gone is the time when you owned and controlled all competitive

facets of the organization. To meet market demands, today’s world necessitates working in mul-

tiple networked relationships. This session includes a discussion on the role of organizational focus

in aligning efforts and facilitating success. We will examine the skills you need to deliver on your

expectations. And we will determine how to leverage this focus and capability to create value in

the marketplace.

Page 5: NAPM Becomes ISM, January 2002 Agenda · 2005-11-21 · December 3-6, 2001 The Phoenician Scottsdale, AZ 800/888-6276 or 480/752-6276, extension 401 Presented by Expanding Supply

Day Two

Insights into How Your Organization Competes

James B. Thomas, Ph.D.

This session identifies the state of the art in competitive strategy. Through key insights and discus-

sion, discover which strategies are the best for your organization. Develop a road map to align

your supply management philosophy with not only your internal strategies but also your suppliers’

winning objectives.

Managing for Success in an E-World: Aligning Businessand Technology Strategies

James B. Thomas, Ph.D.

As our society embraces the digital age, success, in large part, depends upon an organization’s

ability to quickly and effectively mobilize resources to respond to a range of economic, social,

legal, and technical opportunities. More than ever before, an increasingly “wired” customer is

looking for more convenience, more accessibility, and more responsiveness. The promises and

benefits of the new, digital-based economy are grounded in exciting technologies, altered cus-

tomer needs, and raised expectations. Crafting strategies that take advantage of these new tech-

nologies and simultaneously track changing expectations makes the difference between success

and failure. This presentation is designed to stimulate interest in and explore the issues and oppor-

tunities surrounding strategic IT planning in the 21st century. The focus is on how to strategically

lead and transition your organization into the e-world. As an “e-manager”, learn to focus your

actions and clarify the criteria for success.

Navigating Competitive Dynamics

Douglas J. Grimm

Competitive dynamics abound in every industry — from high-tech to traditional heavy asset enter-

prises. Technology shifts, industry agglomerations and consolidations, and the changing ways in

which suppliers must compete are just some of these fast-paced changes. A key competency for

supply managers is having finely tuned eyes, ears, and antennas along with the decision processes

to navigate these continual shifts resulting in an organizational advantage. This session addresses

the drive taking place in the supplier tiers of the automotive and heavy industry chains and net-

works. This powerful, detailed example is illustrative of many other industries. The session also

includes the short- and longer-term dynamics underlying the move toward industrywide electronic

purchasing and linkage systems.

Day Three

Competitive Intelligence = Agility

Pamela J. Noe

Competitive intelligence is all about learning to see your environment more completely, interactively,

and in realtime in order to make adjustments, and ultimately to get ahead of the latest developments.

In simple terms, it means figuring out what you need to know and what you need to be able to do, in

order to be agile. It is about developing insight from a dynamic, organic, iterative process.

Page 6: NAPM Becomes ISM, January 2002 Agenda · 2005-11-21 · December 3-6, 2001 The Phoenician Scottsdale, AZ 800/888-6276 or 480/752-6276, extension 401 Presented by Expanding Supply

21st Century Management Skills

Virginia M. Tucker, Ph.D.

Your role as a leader in the networked organization requires different abilities than were needed

in the past. Your success depends on your prowess at influencing not only the people who report

to you (who are physically located near you) but also those who may be geographically dispersed.

And, even more importantly, sometimes you must be able to influence those over whom you have

no authority but whom you depend upon to deliver success. In this session, we will look at how you

foster success in your organization; how you define and approach issues; how you lead change; and

how you influence up, down, and across your firm’s relationships.

Day 4

Tomorrow, 2002-2003

Joseph L. Cavinato, Ph.D., C.P.M.

At this point, the program will have included high-level insights into how organizations compete

today as well as how they need to compete to win. The program also covers how organizations are

setting strategies and aligning resources to attain high-level performance results. New technolo-

gies will have been presented as a context for the next levels of application and integration. Market

intelligence, a new and fast-evolving opportunity for supply, presents a future need and role in the

organization. Previous sessions have exposed participants to the various forms of extending their

influence and driving change within their organizations.

This session will build upon all of these to include the following items:

■ Get the inside story through the results of interviews with over 30 CEOs emphasizing their views

of the supply sides of their organizations; contexts and perspectives of senior management and

CEOs.

■ How to extend your messages, contributions, and influence upward and throughout the rest of

the organization.

■ Supply managers as senior business managers today and in the future.

Bringing It Home

Joseph L. Cavinato, Ph.D., C.P.M.

A template is presented at the beginning of the week, which includes areas for each participant

to analyze and integrate for his or her own custom application and use. Its emphasis is upon the

advancement of supply by extending its reach, influence, and strategic contributions throughout

the organization.

■ This session includes debriefings by some of the participants in terms of their identified initia-

tives for growth and influence within their organizations.

■ What’s on the horizon for supply in 2002-03?

■ What are your next steps (professionally and personally)?

■ Insights into sustaining your accomplishments.

Page 7: NAPM Becomes ISM, January 2002 Agenda · 2005-11-21 · December 3-6, 2001 The Phoenician Scottsdale, AZ 800/888-6276 or 480/752-6276, extension 401 Presented by Expanding Supply

Our FacultyJoseph L. Cavinato, Ph.D., C.P.M., senior vice president and NAPM distinguished professor ofsupply chain management, is also a Senior Fellow in the Center for Global Leadership and was aprofessor of business logistics at The Pennsylvania State University from 1978 until 1999. He teachesArizona State University’s MBA and Ph.D. courses on supply chain management, purchasing, andlogistics. His other teaching, executive management, and research activities are in the areas of busi-ness futures, e-business, strategic development, and international business. Cavinato is currentlyco-authoring books entitled The Leveraged Pyramid and Marketplace Intelligence. He has writtenover 160 cases in strategy, inter-organization linkages, purchasing, and value chain management.Cavinato is the director of the Center for Strategic Supply Leadership (CSSL) and is the programarchitect for this seminar.

Virginia M.Tucker, Ph.D., is associate professor of business administration in the Smeal Collegeof Business Administration at the Pennsylvania State University. She received a bachelor’s degreein mathematics from the State University of New York, a Master of Business Administration, and adoctoral degree in business logistics (with a minor in operations management) from Penn State.

In her administrative role, Tucker is responsible for an organization ranked among the world’s bestin executive education. Penn State Executive Programs works with businesses and governmentsaround the world to aid organizations and the individuals within them to be leaders in their com-petitive environments.

Tucker is active as a faculty leader in Penn State Executive Programs offerings, as well as programsoffered by other organizations. Before joining Executive Programs, she worked for Corning, Inc.Her positions there were in marketing and in manufacturing. Tucker’s current research interestsfocus on executive development, educational processes, and action learning; logistics; and strategicleadership. She has presented papers in these areas at many professional meetings and publishedarticles in such journals as the Journal of Management Development and the Journal of Purchasingand Materials Management. She serves on the board of directors of Capstone, is a member of theboard of UNICON (University Consortium for Executive Education), and is past chair of the Confer-ence on Management and Executive Education. Tucker is listed in Who’s Who in Professionals, wasthe recipient of an NAPM Doctoral Dissertation Research Grant, and is a member of the Council ofLogistics Management and ISM.

James B.Thomas, Ph.D., is the dean of Pennsylvania State University’s School of InformationSciences and Technology (IST). Thomas is the first and only dean of an educational program thatwas specifically designed around a vision to build leaders for a digital-based, global economy.Immediately prior to implementing that vision, he served as the senior associate dean of Penn State’sSmeal College of Business Administration. In addition to his position as dean, Thomas holds the aca-demic rank of professor of information sciences, technology, and management.

A specialist in strategic management, organizational decisionmaking, and information technology,

Thomas is the author or co-author of more than 100 articles, book chapters, reviews, and numerous

presentations. This work represents two major themes: cognition and knowledge management

associated with top management team decisionmaking and the relationships between perform-

ance and the strategic alignment of organizational vision, information technology strategy, and

infrastructure. He has been a consultant with numerous companies on the issues of strategic

alignment and has made countless presentations on information sciences education before schol-

arly, industry, and government groups, including the U.S. House Committee on Education and

the Workforce.

Previously, Thomas served as the director responsible for information technology strategic plan-

ning in the Office of the Texas Secretary of State. Prior to that, he was director, responsible for

Page 8: NAPM Becomes ISM, January 2002 Agenda · 2005-11-21 · December 3-6, 2001 The Phoenician Scottsdale, AZ 800/888-6276 or 480/752-6276, extension 401 Presented by Expanding Supply

information management systems, for the Florida Department of State, designing and managing

systems that enabled access to information by users in and outside the agency.

He was named “Outstanding Teacher of the Year” on three occasions while at the Smeal College.

Thomas led or served as a member of over 20 doctoral committees during the last six years. He

also has been involved extensively in executive education around the world.

Douglas J. Grimm, vice president, supply chain management, Metaldyne Corporation, spearheads

the procurement operation and materials management system throughout the organization. He

is responsible for the total acquisition cost from engineering design through strategic sourcing, pro-

curement planning, logistics and order fulfillment and sits on the company’s Executive Committee.

Prior to Metaldyne, Grimm served as vice president of global strategic sourcing for Dana Corpora-

tion, where he oversaw the global purchasing operations that entailed an $8 billion annual buy

covering 320 manufacturing sites in 32 countries for the automotive, heavy truck, and off-highway

original equipment and aftermarkets. Grimm previously spent 10 years with Chrysler Corporation

in various management positions within the procurement and supply office including purchasing,

logistics, and service parts distribution. A 17-year veteran of contemporary purchasing practices,

he also led the purchasing integration of a General Motors/Chrysler joint venture start-up known

as New Venture Gear.

Grimm is at the forefront of B2B e-commerce, speaking to The Conference Board, NAPM, the Institute

for International Research, and various industry-leading seminars. He has worked with e-business

leaders such as Ariba, Covisint, i2 Technologies, IBM, FreeMarkets, and Oracle on vertical and hori-

zontal exchanges as well as internal business reengineering. Grimm holds a BA in economics from

Hiram College in Ohio and an MBA from the University of Detroit. He is a member of the Hiram Col-

lege Alumni Executive Board, the Dana University Board of Regents, and the Manufacturers’ Alliance.

Pamela J. Noe, visiting scholar, The Elliott School of International Affairs, George Washington Uni-

versity, is a senior intelligence officer at the CIA, based in the Non-Proliferation Center, which is

responsible for tracking foreign countries’ developments and capabilities of weapons of mass

destruction (WMD). She is currently teaching graduate-level courses for MBA, law, and interna-

tional affairs students on “Competitive Intelligence“ and “Building Agile Organizations” .

Noe started her career in the private sector as a writer/researcher for UPI and then NBC. She moved

into the public relations field where she was an account executive and corporate officer at Sydney

Morrell & Co., Inc., an international public relations firm. She then shifted her focus to international

relations, joining the U.S. Policy Community at the U.S. State Department. She served at the U.S.

Embassy in Lima, Peru, at the U.S. Trade Office for Latin America, and as one of the U.S. Delegates

to the United Nations in New York. She continued in this field, serving four years as a U.S. diplomat

at the U.S. Embassy in London.

Noe is a frequent speaker at business and government conferences, speaking on the need for agility

and intelligence in both the U.S. government and the competitive corporate arena. She has been

featured in BusinessWeek, quoted in The Wall Street Journal, and will be in forthcoming issues of

Esquire and U.S. News & World Report.

Noe has a dual BA in european history and fine arts, an MA in education, and an Executive MBA

from George Washington University. In 1996, her peers selected Noe as among the “Outstanding

Women of the CIA.”

Page 9: NAPM Becomes ISM, January 2002 Agenda · 2005-11-21 · December 3-6, 2001 The Phoenician Scottsdale, AZ 800/888-6276 or 480/752-6276, extension 401 Presented by Expanding Supply

Scottsdale, Arizona

The Valley of the Sun is home to more five-star/diamond resorts than any other location, is the air-

line hub of the Southwest, and is the destination of choice for more than 12 million travelers

annually. Scottsdale/Phoenix is known as the golf capital of the world with nearly 200 golf courses in

the metro area. During December, the average high temperature in Phoenix is 66 degrees.

As the United States’ sixth-largest city with nearly 1.3 million residents, Phoenix offers a multitude

of cultural and recreational activities. Greater Phoenix gives visitors the opportunity to enjoy a full

range of dining experiences, outstanding museums, galleries, performing arts, horseback riding,

and Southwestern cowboy ambience. The climate makes outdoor activities such as desert Jeep

tours and hot-air ballooning a way of life. Day trips to scenic Arizona destinations like the Grand

Canyon and Sedona are an added benefit.

For more information on the greater Phoenix metropolitan area and other points of interest in Ari-

zona, visit www.arizonaguide.com.

Registration Information

Accommodations — Please make your own hotel reservations. All sessions are at The Phoenician,

6000 E. Camelback Rd., Scottsdale, AZ 85251. For reservations, call 800/888-8234 or 480/941-8200.

Be sure to mention NAPM to receive the special room rate of $195 ($50 for additional guest).

Please make your reservations by November 2, 2001. For more information on The Phoenician,

visit its Web site at www.thephoenician.com.

U.S.Tax Deductions — The U.S. Internal Revenue Service may permit an income tax deduction to

U.S. residents for expenses (including registration fees, travel costs, meals, and lodging) incurred

in pursuit of continuing professional education. Consult your tax advisor for details.

Program Information — NAPM reserves the right to substitute instructors. If the program is not

held for any reason, NAPM’s liability is limited to the program fee. If you register for this program

and you are unable to attend, please notify NAPM Customer Service before the program start date.

Air Transportation — NAPM’s official airline carrier is American Airlines. Call American Airlines

directly, weekdays at 800/221-2255. Please refer to file #S76D1AA. Delta Air Lines also offers a

discount when you purchase your ticket 30 days or more prior to your departure date. Call Delta

weekdays at 800/241-6760. Please refer to file #DMN170480A. Please confirm your conference reg-

istration before making air travel arrangements.

Ground Transportation — You are responsible for your own ground transportation.

Food for Thought — Your full registration includes the following meals and events: Continental

Breakfast, Monday- Thursday; Lunch, Monday-Thursday; Dinner, Monday and Wednesday. Your

confirmation letter will include details for these events.

The NAPM Guarantee — Satisfaction with all programs is guaranteed. If you are not satisfied, a

refund or free program registration will be provided.

Page 10: NAPM Becomes ISM, January 2002 Agenda · 2005-11-21 · December 3-6, 2001 The Phoenician Scottsdale, AZ 800/888-6276 or 480/752-6276, extension 401 Presented by Expanding Supply

Strategic Leadership Executive ProgramDecember 3-6, 2001

Scottsdale, AZ Program 3050D

Tuition$7,190 USD for two participants from the same organization. $3,200 USD for each additional partici-pant.

Four Easy Ways to RegisterInternet: Register online at www.napm.org.Fax: Transmit completed form with credit card information to 480/752-2299.Mail: Complete the form below and mail with check or credit card information to NAPM

Seminars, P.O. Box 22160, Tempe, AZ 85285-2160, USA.Phone: Call Customer Service at 800/888-6276 or 480/752-6276, extension 401. Please have your

credit card number ready.

Organization Name ____________________________________________________________________________________

■■ NAPM Member ■■ Nonmember NAPM ID # (if known)___________________________________________

First Attendee

■■ I am a C.P.M. ■■ Dr. ■■ Mr. ■■ Mrs. ■■ Ms. ■■ Miss

Name ____________________________________________________Title __________________________________________

Mailing Address: ■■ HOME ■■ BUSINESS

_________________________________________________________________________________________________________

City _________________________________________ State_________________ZIP/Postal Code___________________

(_______) ___________________________________________ (_______) ___________________________________________

Daytime Phone Number** Fax Number**

E-Mail Address _________________________________________________________________________________________

Second Attendee

■■ I am a C.P.M. ■■ Dr. ■■ Mr. ■■ Mrs. ■■ Ms. ■■ Miss

Name ____________________________________________________Title __________________________________________

(_______) ___________________________________________ (_______) ___________________________________________

Daytime Phone Number** Fax Number**

E-Mail Address _________________________________________________________________________________________**For international phone numbers, please include country and city codes.

Method of Payment (U.S. Funds Only)

■■ Personal ■■ Organization check is enclosed for $ _______________

Organization Name ____________________________________________________________________________________

Credit/Procurement Card Charge ■■ VISA ■■ MasterCard ■■ American Express ■■ Diners Club

Charge Card # __________________________________________________ Expiration Date _________ /____________

Amount to be Charged $ ___________________________ Cardholder Signature______________________________________________________________________________

■■ Please check here if you have any special needs that we can address to make your participation more enjoy-able and informative (this includes any dietary or physical requirements).

DS SC SLEPREG 185 9/01 1M


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