attendee brochure

ATTENDEE BROCHURE

April 25 – 27, 2012Sirata Beach Resort, St. Petersburg

NAEP Florida Region is excited to present information about our 2012 Florida Region Annual Conference & Vendor Trade Show! Please find below comprehensive information on registration for both the Conference and the Hotel, as well as our Agenda and other information that you may find interesting.

REGISTRATION FOR THE CONFERENCE

Let’s start with the costs…as indicated in your ‘Save the Date’ letter, listed below are the rates for the Attendees, both NAEP members and non-members interested in attending. What does your registration include?

Well, besides exciting sessions with topics such as changes in purchasing and how we do business, tools to help your end-users and vendors adapt, reducing risk and exposure for your entity, bonds and ensuring performance, vendor registration and compliance with Florida law, eProcurement, medical insurance reform and how it will affect your group medical insurance, purchasing process transformation solutions and new business tools and more; you are also cordially invited to the Wednesday evening Conference Kick-off, the Thursday afternoon Vendor Trade Show & Luncheon (including raffles & give-aways!) and finally, the Thursday Evening Event.

Registration Rates:Members:

Early Bird Registration: $150After March 16:

$200 Non-Members:

Early Bird Registration: $250After March 16:

$300

For those of you bringing a guest or spouse who is not attending the Conference but would like to join in on the other festivities, we would certainly enjoy their company as well. There is a small fee for each of the events, to cover those costs that are already included in your own Attendee rate:

Guest and Spouse:Wednesday Conference Kick-off: $ 45Thursday Vendor Trade Show Luncheon: $

45Thursday Night Dinner: $ 45

If there are any special dietary requests or accessibility needs, please be sure to note this in your registration and we will do our best to see that these are taken care of.

NAEP Florida Region 2012 Annual Conference & Vendor Trade Show

April 25 – 27, 2012St. Petersburg, Florida

Continuing education credits will be awarded for all educational sessions.

ATTENDEE BROCHURE

Registration via www.naepnet.org will take you step-by-step through the process and couldn’t be easier so please register now and get the Early Bird Rate because after March 16th it goes up…log on to the site, click on ‘Events’ and go to 4/25/2012 Event Code REG_FL_12.

From this point on just follow the steps but if you run into a problem, don’t worry! There is a solution! Shaunté Shelton-Slappy (email [email protected] or phone 443-543-5540x35541) is there to assist you in the registration process and is available to answer any questions about the process that you may have.

There will be on-site registration for the Conference but we encourage everyone to register now because although the hotel may have still rooms available, the official cut-off for reservations is March 28, 2012, so you may not be guaranteed the NAEP Group room rate of $109. Also, after that same date no cancellations with refund will be accepted.

HOTEL RESERVATIONS

OK, you’ve registered for the Conference but now you need to book the hotel. Well we’ve worked out a great deal for you…$109 per night, includes breakfast with your NAEP colleagues, free parking day and night, free internet access plus a 10% discount card to local outlets.

Nestled among the soft, white sands of St. Pete Beach, Sirata Beach Resort & Conference Center welcomes you to a tropical retreat where you can sit back and relax or enjoy a vast array of activities on one of Florida's most beautiful beaches. Located at 5300 Gulf Blvd, St. Petersburg, Florida 33706, it is only 10 minutes from downtown St. Petersburg!

Subject to availability, you also have the option to upgrade your room to Studio for $119 per night or to a Standard or Bayview Suite for $129 per night and the Hotel will even extend the room rates two days prior to the event, if you want to enjoy the St. Petersburg area before attending the Conference!

All you need to do is phone 800-344-5999, identify yourself as part of the NAEP Group Block and you can reserve over the phone or they can send you a form via email or fax to fill in and return. To confirm reservations, a valid credit card must be given or 1st night’s deposit must be received 30 days prior to arrival; refunds possible up to 48 hours prior to arrival.

To be guaranteed to receive the group rate you must make the reservation as part of the NAEP Group Block

& you need to make the reservation before March 28, 2012.

I hope that we’ve answered all of your questions, even those you didn’t realize you were asking! Please take a look further to see the Agenda for the Conference…but if you have any further questions, please contact Eric Money (email [email protected] or phone 392-352-1331 x226) and he’ll be happy to find the answers for you.

We look forward to seeing you and hope that you will enjoy the NAEP Florida Region 2012 Annual Conference & Vendor Trade Show!




AGENDANAEP FLORIDA REGION 2012 ANNUAL CONFERENCE & VENDOR TRADE

SHOW

ATTENDEE BROCHURE




TUESDAY April 24, 2012 6:00 PM Early Arrivals: Dinner on your own - Meet in the hotel lobby7:30 PM Fun Walk - Meet at Harry's

WEDNESDAY April 25, 2012

10:00 AM - 11:00 AM NAEP Officers Meeting Mediterranean Palm

12:30 PM - 4:30 PM COPP Meeting Mediterranean Palm12:30 PM - 4:30 PM ICOP Meeting King Palm11:00 AM - 4:30 PM NAEP Registration King Palm Foyer

5:00 PM - 7:00 PMConference Kickoff/Welcome Event - Teambuilding Event/Reception

Breezeway Deck (Back up: Royal Palm Ballroom)Co-Sponsored by Office Max

Come prepared to participate and learn new skills. Let's see how different people negotiate their position and interests within the group to accomplish the task and who is better at this - purchasing agents or vendors! This will start promptly at 5:00 PM. Please be on time for the success of the event and so that you can participate in the full Team Building Event. (This event will take place on the beach, weather permitting. Suggested attire is a school, ICOP, COPP, company or other polo shirt and casual shorts or pants).

7:30 PM - 9:30 PM Dinner

Breezeway Deck (Backup: Royal Palm Ballroom)

This event will take place outside, weather permitting. Suggested attire is same as above. You may take time to freshen up if you desire and/or change clothes in the event you get sandy during the Team Building Event or you may proceed straight from the Team Building event to the outdoor Breezeway Deck after the Team Building Event (whichever you prefer).Attire for the rest of the conference is business casual. For your comfort, please dress for both outdoor functions, which may be warm or cool at this time of year, as well as indoor functions which can be cool. Outdoor venues are those such as the Fun Walks and events on the Breezeway Deck, North Beach Deck or in the Grotto.

Post Dinner Fun Walk - Meet at Harry's

ATTENDEE BROCHURE




THURSDAY April 26, 2012 6:45 AM - 7:15 AM Fun Walk - Meet at Harry's (Stop by the Grotto first for a

"to-go" cup of coffee or juice and bring with you)

7:00 AM - 8:00 AM Breakfast Buffet (Coffee service begins at 6:45AM. Breakfast service begins at 7:00AM)

Grotto (Backup Royal Palm)

8:00 AM - 9:00 AM COPP Meeting Mediterranean Palm

8:00 AM - 9:00 AM ICOP Meeting King Palm

8:00 AM - 9:50 AM K-12/Others Roundtable Discussion Sabal/Canary

9:00 AM - 9:50 AM COPP/ICOP Meeting (Joint Meeting) Mediterranean Palm

9:50 AM - 10:00 AMBREAK

10:00 AM - 11: 30 AM

Keynote Address - Managing Risk in the Supply Chain Royal Palm

Larry Giunipero, Ph.D., CPSD, CPSM, C.P.M., Professor of Marketing & Supply Chain Management, FSU

Dr. Giunipero is a Professor of Marketing and Supply Chain Management at Florida State University where he teaches undergraduate and graduate level purchasing, materials management and other classes. Dr. Giunipero’s research interests and current projects include e-Purchasing, Supply Chain Strategies, Global Sourcing and Use of Social Media in Procurement. Dr. Giunipero was involved with establishing the field of Purchasing within college programs nationwide via his work at FSU in establishing a purchasing program and related curricula at FSU as one of the first purchasing programs in the nation. Dr. Giunipero will discuss risk in the supply chain and what you can do as the purchasing agent within the supply chain to reduce risk for your entity.

11:30 AM - 11:40 AM

BREAK

11:40 AM - 1:40 PM

VENDOR TRADE SHOW with Lunch (ongoing and simultaneous)

Majestic Palm

Lunch will be served during the tradeshow throughout the exhibit room.

1:40 PM - 1:50 PM BREAK

AGENDA (CONTINUED)NAEP FLORIDA REGION 2012 ANNUAL CONFERENCE & VENDOR TRADE

SHOW

ATTENDEE BROCHURE




THURSDAY April 26, 2012 (continued) 1:40 PM - 1:50 PM BREAK

1:50 PM - 2:40 PM Qualification Requirements of Vendors Transacting Business in Florida

Royal Palm

Lyn Shoffstall, Bureau of Commercial Information Services Chief, Division of Corporations, State of FloridaAre your vendors qualified to transact business in Florida? How does a vendor "qualify" and what is “transacting business” anyway? Are sole proprietors such as consultants required to do something before doing business with you? What about performers and artists and how about vendors not located in Florida? What does the law say and are there exceptions? Ms. Shoffstall is a seasoned professional with the State of Florida. Ms. Shoffstall will provide an overview of what businesses and individuals must do with the State of Florida before they do business with you. She will provide answers and resources you can use to ensure your vendors have met the State’s requirements.

2:40 PM - 3:30 PM P-Card Security and Federal Compliance presented by Dell, Inc.

Royal Palm

Representatives will discuss security of p-cards and provide real life examples for schools that have dealt with credit card information (gift shops, registrar's office, restaurants, animal care, ticket sales, etc) and what measures have to be taken to be federally PCI compliant. This session focuses on safety precautions via software and common sense.

3:30 PM - 3:45 PM BREAK

3:45 PM - 4:00 PM Spend Analytics presented by Spikes Cavell Analytic, Inc. Royal PalmeProcurement presented by ESM Solutions CorporationRepresentatives will provide educational sessions concerning eProcurement and Spend Analytics. These sessions will focus on the subject matter at hand (not their specific company). They will include a summary of the new E&I contracts they hold in order to introduce you to these contracts; however, these are intended to be general sessions, so please visit their tables at the tradeshow prior to these sessions in order to learn more about these companies in particular.

4:00 PM - 4:40 PM Changes and New Services Available from E&I Royal PalmMichael Einhorn, Florida Member Service Representative, E&I Cooperative PurchasingRalph Maier, Director of Contracts for the Southeast Region, E&I Cooperative PurchasingE&I has changed it's organizational structure and has begun offering new services. Mr. Einhorn and Mr. Maier will share details about what E&I can do for you and your entity including new services now being performed by E&I staff (not new contracts).

ATTENDEE BROCHURE




THURSDAY April 26, 2012 (continued) 4:40 PM - 5:20 PM Best Practices of 2011 (Panel Discussion) Royal Palm

NAEP members will discuss best procurements practices from 2011. Learn how your colleagues are making progress for their institutions/entities.

6:15PM - 9:15 PM Reception and Dinner North Beach Deck (Backup Royal Palm)

Post Dinner Fun Walk - Meet at Harry's FRIDAY April 27, 2012

6:45 AM - 7:15 AM Fun Walk - Meet at Harry's7:30 AM - 8:50 AM Breakfast and Speaker Royal Palm

Change Management in the World of ProcurementLeslie Vallie, CPPO, Chief Executive Officer, PPG Consulting Service, LLCA NAEP Florida Region Conference speaker alumni and back by popular demand, Mr. Vallie is an author of several procurement books, professional speaker, facilitator, trainer, procurement and business improvement consultant. He focuses on training seminars, strategic planning, government procurement and contracts consulting, contract claims resolution, and construction project management. The existing procurement environment requires us as a purchasing professionals to be current with the latest technology, management theories, and ever-changing organizations and governing bodies. You will learn how to deal with the challenges of management changes; organizational structures; responsibilities and learn how to develop and implement your own change to enhance your image, opportunities and development. You will gain an understanding of the psychology of change and methods to implement change in organizational environments and where you and the purchasing department fit into that process. You will also learn about the plight of your contract administrators, end users and vendors when change is needed such as changing vendors or the way in which contracted services are delivered and what you can do to help ensure your entity's success.

8:50 AM - 9:00 AM BREAK9:00 AM - 9:50 AM Ins and Outs / Tips & Trends - Group Medical Insurance Royal Palm

Al Waters, CPCU, CLU, ARM, AIC, Vice President & Senior Consultant, Siver Insurance ConsultantsTheresa Conley, MPA, RHU, GBA, Senior Consultant, Siver Insurance ConsultantsMr. Waters and Ms. Conley are independent employee benefits consultants who have collectively served more than 160 of nearly every type of Florida public entity in a purely advisory capacity (no sales of insurance). Together, they bring a wealth of practical experience with more than 100 purchasing departments and hundreds of RFPs over many years. They will provide information that is sure to help you learn about some of the ins and outs and hidden issues in soliciting for group medical insurance and self insurance and related programs. They will also discuss hot topics and trends in the industry, including how medical reform will affect your entity and you and things that other entities are doing to reduce group medical insurance costs.

FRIDAY April 27, 2012 (continued) 9:50 AM - 10:00 AMBREAK - Check out of Hotel10:00 AM - 10:50

AMSurety Bonds – What A Florida Procurement Official Should Know

Royal Palm

Jim Marshall, CPCU, ARM, JD, President & Senior Consultant, Siver Insurance ConsultantsMr. Marshall, is the President of, and a senior consultant with, Siver Insurance Consultants, an independent insurance consulting firm with a considerable Florida public entity practice. A significant part of Mr. Marshall’s practice has been to assist Florida public entities in the drafting and negotiation, of insurance and risk management provisions, including the surety bond requirements, in construction and other contracts. Mr. Marshall will provide answers to these questions such as these: Are bonds insurance? What are the types of bonds and when do I need one? How does F.S. 255.05 affect my procurements? What must a vendor do to obtain a bond? How much do bonds cost vendors? How much will my entity be paid if the vendor defaults? Can vendors qualify to obtain bonds after default?

10:50 AM - 11:00 AM

BREAK - Check out of Hotel

11:00 AM - 11:50 AM

Bond Claims - What Happens When Things Go Wrong Royal Palm

Ali Adams, JD, Attorney-At-Law, Mills Paskert Divers, P.A.Ms. Adams has over sixteen years of commercial litigation experience. Her primary areas of practice are in surety, construction defect, bankruptcy, employment liability, and general commercial litigation. Ms. Adams possesses Martindale-Hubbell's AV rating, its highest rating for competence and ethics. She has handled defaults on public and private projects ranging in size from $100 thousand to $75 million. Ms. Adams has spoken an a variety of topics such as Pursuing the Third Party Pocket -- Recovery by the Surety Against Design Professionals, Agents, CPAs and Others and has authored or co-authored various publications including co-author, Recent Developments in Fidelity and Surety Law, Tort Trial & Insurance Practice Law Journal, Winter 2007, Volume 42, Number 2. Ms. Adams will provide insight for purchasing agents about what happens to the vendor, public entity and bonding company when things go wrong and there is a claim. She will share "war stories" for situations that she has encountered during her career. Ms Adams will also share techniques that you can use to make the bond process work to your entity’s advantage including how to best utilize performance bonds to improve a deficient vendor’s performance.

11:50 AM - 12:15 PM

Business Meeting Royal Palm

12:30 PM - 1:30 PM Lunch & Door Prizes Breezeway (Back up Royal Palm)

For your planning and comfort, please note: (for St. Pete Beach in April)

Average High:81 degrees FahrenheitAverage Low:65 degrees Fahrenheit

Sunrise:Between 6:54 am - 6:57 amSunset:Between 8:01 pm - 8:03 pm



ATTENDEE BROCHURE




GUEST SPEAKER BIOGRAPHIESNAEP FLORIDA REGION ANNUAL CONFERENCE & VENDOR

TRADE SHOW

Larry C. Giunipero, Ph.D., CPSD, CPSM, C.P.M.Professor of Marketing & Supply Chain ManagementFlorida State UniversityCollege of Business, Marketing DepartmentTallahassee, FL 32306-1110Phone: (850) 644-8224Email: [email protected] Website: www.cob.fsu.edu ________________________________________

Dr. Giunipero is a professor at Florida State University and teaches undergraduate and graduate level supply management, purchasing and other classes. Dr. Giunipero’s research interests and current projects include e-Purchasing technologies and applications, Supply Chain strategies, Global Sourcing Strategic Sourcing, e-Purchasing Reverse Auctions and Sourcing Optimization Purchasing Education & Training. He was instrumental in establishing the field of Purchasing within college programs nationwide via his work at FSU in establishing a purchasing program and related curricula as one of the first such programs in the nation.

Specialty: Purchasing / Materials Management

Selected Published Research

•"Supply Management's Evolution: Key Skill Sets for the Supply Manager of the Future, International Journal of Operations and Production Management (with Handfield and El Tantawy) forthcoming.•"The Impact of Electronic Reverse Auctions on Purchase Price Reduction and Governance Structure: An Empirical Investigation", International Journal of Services Technology and Management (with Pearcy) forthcoming•"A Longitudinal Examination of JIT Purchasing Practices" International Journal of Logistics Management 16:1 pp. 51-70, 2005 (with Gopalkrishna, Chapman and Clark)•"Securing the Upstream Supply Chain: A Risk Management Approach" International Journal of Physical Distribution and Logistics Management, 34:9 pp.698-713, 2004 (with El Tantawy)•"The Intersection of Strategic Management and Supply Chain Management" Industrial Marketing Management, Vol.33, pp.51-56, 2004 (with D. Ketchen)

ATTENDEE BROCHURE




GUEST SPEAKER BIOGRAPHIES – CONTINUEDLyn ShoffstallBureau of Commercial Information Services ChiefFlorida Department of State, Division of Corporations2661 Executive Center CircleClifton BuildingP.O. Box 6327Tallahassee, FL 32301Phone: (850) 245-6862Email: [email protected] Website: www.sunbiz.org ________________________________________

Ms. Shoffstall is the Bureau of Commercial Information Services Chief for the Florida Department of State, Division of Corporations. The Division of Corporations serves as the state´s central location for a number of commercial activities that include a variety of business entity filings, trade and service mark registrations, federal lien recordings, judgment lien filings, uniform commercial code financing statements, fictitious name registrations, notary commissions, and cable and video service franchises. In doing so, the Division renders two broad functional services: (1) formalizes the legal standing of a business or activity by accepting and indexing the filing or registration, and (2) supplies information and certification regarding the filings and activities of record. Florida´s Division of Corporations is the most active corporate filing entity in the country.

The Division of Corporations is by statute a ministerial entity. This non-regulatory nature has over the years created a positive climate for business organizations and is largely the reason why Florida leads the country in new business formations. Individuals and groups from all facets of life rely on the Division´s services. With a staff of 108, the Division maintains in excess of eight million records and annually performs approximately five million activities, including filing more than two million commercial documents and providing over a half million certification, authentication and copy services. The Division recognizes the importance of and enforces expedient and accurate processing of filings and certifications (48 hours turn-around-time) and maintains a 95% client satisfaction and approval rating.

The website, Sunbiz.org, is the official business entity index. The Division of Corporations created and maintains sunbiz.org as an online public search mechanism to aid in fostering business activities. Since 1996 all documents and records have been imaged and placed on this website for ready access by all. Sunbiz.org is available worldwide, 24 hours a day, 7 days a week and processes over 240,000,000 events annually. First in the country to offer electronic filing and certification services, these user-friendly processes now account for 75% of the filing activities and 55% of the certification activities.

Public information about corporations and other business entities filing activity protects consumers and businesses and ensures that commerce is conducted by properly registered business entities. Sunbiz.org serves as a deterrent to unscrupulous business practices and is used by law enforcement, business entities, and citizens as a resource to locate businesses operating in Florida.

The Secretary of State is recognized nationally and internationally as the "keeper of records" and the authenticity verification official. The Division of Corporations´ location in the Department of State instills confidence, encourages investments, and drives business activity.

ATTENDEE BROCHURE




GUEST SPEAKER BIOGRAPHIES – CONTINUED

Ralph MaierExecutive Director of Contracts for the Southeast RegionEducational & Institutional Cooperative Services (E&I)Phone: 610-279-1475Cell: 267-207-9338Email: [email protected] Web: www.eandi.org ________________________________________

Mr. Maier is the Executive Director of Contracts for the E&I Purchasing Cooperative with direct responsibility for the contracting team. Mr. Maier also has the responsibility for contract adoption in the Southeast working collaboratively with Michael Einhorn, the Regional Member Relations Executive. Mr. Maier joined E&I in June, 2010 and has over 27 years of Higher Ed procurement experience. Prior to joining E&I, Mr. Maier was the Chief Procurement Officer at the University of Pennsylvania with responsibility for purchasing, travel, publications and mail services. In addition, Mr. Maier led the organizations strategic sourcing, eprocurement, supplier diversity, and business process redesign initiatives. While at UPenn, Mr. Maier served on the E&I Board of Directors and Chaired the E&I Strategic Sourcing Committee.

Mr. Maier has presented at numerous regional and national Higher Ed Procurement conferences. Prior to joining UPenn, Mr. Maier worked at Johnson & Johnson Incorporated in procurement, manufacturing and logistics.

Michael EinhornMember Relations ExecutiveEducational & Institutional Cooperative Purchasing (E&I)Phone: 954-385-8737Cell: 954-873-1276Email: [email protected] Web: www.eandi.org ________________________________________

Mr. Einhorn is the Member Relations Executive for E&I Cooperative Purchasing and has been with E&I for over 12 years. He is responsible for the AL, FL, GA, and MS region. Part of his responsibility is also to educate members on new contracts available. Over the last year, he has been working collaboratively with Ralph Maier, the Executive Director of Contracts to work with members on contract adoption. He has been an integral part of E&I’s substantial contract usage growth from over $240 million in contract usage revenue in 1999 to over $1.4 billion in revenue in 2010. He has brought his knowledge and experience in consulting with members to help them bring substantial savings to their institutions through utilizing E&I contracts and services. He graduated from Hofstra University with a Bachelor of Arts in 1988. Prior to joining E&I, he was an Account Manager with the Tab Products Company.

ATTENDEE BROCHURE





Leslie Vallie, CPPOChief Executive Officer, PPG Consulting Service, LLC6165 Lehman Dr., Suite 205Colorado Springs, CO 80920Phone: 303-875-4352 or 719-232-0488Fax: 720-981-9587Email: [email protected]: www.ppgconsultant.com________________________________________

Mr. Vallie is a professional speaker, facilitator, trainer, procurement and business improvement consultant. He focuses on training seminars, strategic planning, government procurement and contracts consulting, contract claims resolution, and construction project management. Mr. Vallie has worked extensively with the public and private sectors, including educational, school districts, federal and local governments. He worked for many years for the federal government holding numerous positions as Contracting Officer, Policy/Claims Advisor, Construction, Service and A/E Contracting Chief, and Executive Director of Procurement & Contracts where he negotiated contracts, developed implementation strategies, wrote policy, resolved claims issues, developed curricula, and handled operational issues that ranged from day-to-day supervision to legal matters.

His education background includes: BA Finance\Accounting, BA Government Contracting, MS Contract Management Cert. George Washington University, and over 800 hours continuing Education in Finance, Management, Accounting, and Acquisition.

Mr. Vallie is also the author of the following books and continuing education course materials:

•Revenue Generating Contracting•Improving Procurement’s Image•Change Management•Construction Contract Management•Contract Development•Doing Business with the Government•Purchasing Under Grants and other Federal Programs

ATTENDEE BROCHURE





Allan Paul “Al” Waters, CPCU, CLU, ARM, AICVice President and Senior ConsultantSiver Insurance Consultants805 Executive Center Drive West, Suite 110St. Petersburg, FL 33702-2407Tel: 727-577-2780Fax: 727-579-8692Email: [email protected] Website: www.siver.com ________________________________________

Mr. Waters received his B.S. in Accounting from the University of Tampa in 1968. He has been in the insurance/risk management industry since 1966. He worked as a Commercial Insurance Underwriter and Supervisor for major insurers from 1966 to 1976. He worked as a Risk Management Consultant for E.W. Siver and Associates, Inc. independent risk management/employee benefits consulting firm from 1976 to 1978. He worked at Waters Risk Management from 1978 to 2008. He currently works as a senior risk management consultant for E.W. Siver and Associates, Inc. independent risk management/employee benefits consulting firm since September 2008.

Theresa Conley, MPA, RHU, GBASenior Consultant, Siver Insurance Consultants805 Executive Center Drive West, Suite 110St. Petersburg, FL 33702-2407Tel: 727-577-2780Fax: 727-579-8692Email: [email protected] Website: www.siver.com ________________________________________

Ms. Conley is a senior consultant for employee benefit services and risk management retainer activities as well as health claims auditing. She graduated from the University of South Florida in December 2010 with a Master in Public Administration. She graduated from the University of Florida in May 2004 with a Bachelor of Arts in Business Administration. She holds a Florida 215 Health, Life and Variable Annuities License. She received the Registered Health Underwriter (RHU) designation from the American College in 2007. She received the Group Benefits Associate (GBA) designation from the International Foundation of Employee Benefits and the Wharton School of the University of Pennsylvania in September 2009 as three parts of the Certified Employee Benefits Specialist (CEBS) designation. She is continuing to pursue and currently enrolled in additional courses to complete the CEBS designation.

Ms. Conley has been a consultant with Siver Insurance Consultants since 2007. She has three years prior experience with human resources, workers compensation and health programs including: group medical insurance, group dental insurance, life and Accidental Death & Dismemberment Insurance (AD&D) and short-term disability programs. Her human resources experience includes management of the benefit programs and enrollment process for over four hundred employees. Her health insurance experience includes claims processing experience.

ATTENDEE BROCHURE




GUEST SPEAKER BIOGRAPHIES – CONTINUEDJames “Jim” Marshall Jr., CPCU, ARM, JDPresident and Senior Consultant, Siver Insurance Consultants805 Executive Center Drive West, Suite 110St. Petersburg, FL 33702-2407Tel: 727-577-2780Fax: 727-579-8692E-mail: [email protected] Website: www.siver.com ________________________________________

Jim Marshall is the President of, and a senior consultant with, Siver Insurance Consultants, an independent insurance consulting firm with a substantial public entity practice. Mr. Marshall is a graduate of the University of Florida (B.A. with honors, 1964) and a graduate of Stetson College of Law (J.D., magna cum laude and valedictorian, January 1977). Mr. Marshall holds the Chartered Property & Casualty Underwriter designation (CPCU) from the American Institute for Property and Liability Underwriters, Inc. and the Associate in Risk Management designation (ARM) from the Insurance Institute of America. His professional memberships include membership in the Society of Chartered Property & Casualty Underwriters, the Society of Risk Management Consultants, the Florida Bar, and the American Bar Association. A substantial amount of Mr. Marshall’s practice at Siver consists of assistance in the drafting of insurance and risk management provisions in construction and other contracts, the interpretation of insurance contracts (including the impact of case and statutory law and custom and usage of the industry on such contracts) for government, private enterprise and individual clients. He also provides litigation services as a consultant or expert witness and, as such, has been retained in connection with a number of high profile cases.

ATTENDEE BROCHURE




GUEST SPEAKER BIOGRAPHIES – CONTINUEDAlberta L. “Ali” Adams, JDAttorney-At-Law, Mills Paskert Divers, P.A.100 North Tampa St., Ste 3700Tampa, FL 33602Phone: (813)229-3500Fax: (813)229-3502Email: [email protected] Web: www.mpdlegal.com ________________________________________

Ms. Adams has over sixteen years of commercial litigation experience, handling matters in state and federal court, and in arbitration. Her primary areas of practice are in surety, construction defect, bankruptcy, employment liability, and general commercial litigation. She possesses Martindale-Hubbell's AV rating, its highest rating for professional competence and ethics.

Ms. Adams graduated from Florida State University in 1990 with a bachelor's degree in Political Science. She then attended Tulane Law School, where she graduated magna cum laude and Order of the Coif in 1993. While at Tulane, Ali served on the Moot Court Board.

Ms. Adams has handled all aspects of construction defect and surety claims. Her experience includes the negotiation of tender and takeover agreements; negotiations with completion contractors; default, contract balance and recovery issues in the context of contractor bankruptcies; litigation with owners; indemnity and third party recovery actions; including actions against design professionals; and defense of payment bond claims. She has handled defaults on public and private projects ranging in size from $100,000.00 to $75 million.

She further has significant experience in dealing with public bodies such as the United States Army Corps of Engineers, departments of transportation and development, housing authorities, dock boards and port authorities, school boards, and state universities. She is admitted to the United States Court of Federal Claims.

Ms. Adams's practice also includes significant bankruptcy experience representing creditors in pursuing secured claims, securing DIP financing, representing competing plan proponents, litigating plan issues, defending preference actions, lifting the automatic stay and protecting cash collateral, and litigating adversary proceedings, including objections to discharge ability.

Ms. Adams's employment practices experience includes the defense of age and gender discrimination and wrongful termination claims, and enforcement of employee non-competition agreements.

Ms. Adams has also handled a wide-range of commercial disputes including lease disputes, partnership dissolution, and agent misrepresentation claims.

In addition to her commercial litigation practice, Ms. Adams has provided pro bono legal service to children in abuse and neglect cases for over ten years.

In 2006, Ms. Adams joined Mills Paskert Divers P.A. Her practice includes construction, fidelity and surety, employment practices and general commercial litigation, and bankruptcy.

In 2008, Ms. Adams was selected to be one of only 25 attorneys admitted to the ABA Tort & Insurance Practice’s Leadership Academy.

attendee brochure

Documents

vendor registration

registration process

registration rates

onsite registration

early bird registration

evening conference kickoff

afternoon vendor trade

florida law