scma alberta professional development workshops 2015 - 2016

2015 – 2016Professional Development Workshops

CPD Points: 10 creditsPrice: Member: $795.00 Non-Member: $895.00

Strategic Supplier Development

Who should attend?This seminar is targeted toward managers and professionals from the Purchasing, Operations, Cost Control, Production, Engineering, Sales and Marketing, and Quality departments.

Why this workshop?There are virtually no courses, seminars or books on this subject. Until now the Strategic Supplier Development has been the exclusive competence of very large industrial manufacturing multi-national corporations, particularly in the automotive sector. Lately, such industries as oil and gas, mining, utilities, health care, high-tech, construction, public service and transportation are becoming aware of the unparalleled benefi ts of the strategic supplier development.

What value can I expect?

1. Strategic Supplier Segmentation techniques2. Supplier Performance Measurement methods3. Supplier Development Strategies that you can use immediately in your organization.

This seminar provides a unique opportunity to the participants to get a glimpse of strategic supplier development best practices, learn how to replicate them and/or customize them to fi t the strategic plans of their own organization.This Workshop is helping defi ne a new type of competence that will diff erentiate the successful companies in the global market. The companies that focus on the creation of eff ective and effi cient strategic supplier development programs will benefi t from a new and sustainable competitive advantage.

About the Instructor

Mr. Dan Georgescu, MSc, P.Eng, MBAMr. Dan Georgescu currently works as the Supplier Technical Assistance Resident in Global Purchasing for Ford Motor Company of Canada. He is in charge of supplier development for the over 600 suppliers of the Oakville Assembly Complex.Mr. Georgescu is SCMA’s Principal

Education Strategy consultant, the chair of the Academic Content Review round table, the Chair of SCMA’s Instructors Development Education Committee, a member of the Mechanical and Electro-Mechanical Engineering Program Advisory Committee at Sheridan College and a member of the National Accreditation Review Panel of the Canadian Sector Council for Supply Chain (CSCSC).Mr. Georgescu academic activities include:

• Wilfrid Laurier University – School of Business and Economics – MBA and BBA Programs – Operations Management, Procurement and Supply Chain Management

• SCMA –Supply Chain Management Professional Designation Program

• SCMAO – Diploma in Procurement and SCM• SCMAO – SMT Program• Humber College – Supply Chain Management

Graduate Program• Sheridan College – Manufacturing Management

Graduate Program• Advanced Design and Manufacturing Institute – Master of Engineering in Design and Manufacturing• Ford Motor Company – Six Sigma Quality

Mr. Georgescu published “Making Supply Chain Design the Rational Diff erentiating 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.Mr. Georgescu graduated with the Gold Medal for Academic Excellence from the Wilfrid Laurier Supply Chain Management MBA program in 2006. He holds a Master of Science degree; he is a certifi ed Six Sigma Black Belt, as well as a Professional Engineer.

Learning Map

Strategic Supplier Development

Module 1: Supply Chain DesignBusiness competition today is not a competition between specifi c companies but, rather a competition amongst such companies’ supply chains. The fi rms have to design supply chains that are compatible with the products they sell in order to meet the increasing performance requirements of their customers. Supply chain design is today’s diff erentiating characteristic. The method of optimization of the supply chains and the ultimate competitive advantage is Supplier Development.

Module 2: Strategic SourcingThe successful purchasing manager possesses is able to align their supply strategies with the organization’s long term goals and of corporate strategy. The application of strategic thinking in sourcing activities and supply network design enable the procurement professionals to deliver maximum value for their organization. To enable such a change in the procurement strategy and the supplier selection decisions should be guided not only by operational factors but also by strategic factors such as fl exibility, the capacity to innovate and the supplier’s business-technology alignment.

Module 3: Supply Chain ManagementThe measurement of the suppliers’ performance is essential to the eff ective management of the supply chain. Creating measurement methods that lend themselves to the evaluation of the objective (cost, quality, delivery, etc…) and subjective (responsiveness, problem resolution ability, new product development support, technical ability, commitment to R&D, trust levels, etc…) performance of the suppliers is the fi rst step in the supplier development process.

Module 4: Supplier DevelopmentSupplier development is the group of strategic initiatives and activities that assures the continual improvement of the supply chain performance. Supplier Development has grown from a tactical function of the procurement department into a key strategic role at the enterprise level. Supplier Development improves the bottom line, increases effi ciency and productivity and improves competitive position and customer satisfaction.

Learning Outcomes:At the end of the seminar the participants will be able to:

1. Describe the Strategic Supply Chain (Re)Design Process and• Explain the importance of supply chain design to their organization• Describe the Strategic Purchasing Planning Process• Understand the 3 diff erent models of the value chain• Align the supply chain design strategy to the type(s) of products

and services of their organization.

2. Understand and Apply the Strategic Sourcing Techniques• Describe the concept of Sourcing Mastery• Understand the outsourcing decisions drivers• Apply the methods and processes of Supply Market Segmentation

within their organization

3. Implement a Supplier Relationship Management System• Defi ne the concept of supplier management• Adapt and apply the 3 supplier measurement techniques to

their organization• Understand the advantages and the risks of the supplier

base optimization

4. Understand the Strategic Supplier Development Process• Defi ne the concept of supplier development• Understand how to overcome the barriers to supplier development

within their organization• Defi ne Supplier Development as a Source of Competitive

Advantage for their organization• Describe the integration process between the supplier and

the buyer organization

Aug 25–26, 2015

Aug 27–28, 2015

https://portal.scmaab.ca/mpower/event/loadevent.action?e=324



Cost Model for Supply Chain Professionals

Who should attend?This workshop provides tremendous value to all supply chain managers and professionals, and critical for those who are actively involved in sourcing and procurement of goods and services.

Why this workshop?As SCM Professionals, it is our role to ensure that we deliver maximum sustainable value for our organizations. The ability to build up “Should Be” costs for goods and services enables us to truly understand whether our current and future deals are of good value to our organization. Without this fundamental understanding, our sourcing activities are often compromised as we rely solely on historic or market pricing.This program is specifi cally designed to cover a range of cost modeling solutions so that you can calculate for yourself the key drivers of cost. Led by an authority on the topic, you will explore how to build and utilize such models, within an organization.

What value can I expect?This program is based on over 20 years of experience and draws on the best of procurement thinking combined with solid accounting practices. In addition, it answers the question so often asked by Supply Chain Professionals; “Now that I have calculated all this, what do I do with it?”You will get a number of customizable templates together with the opportunity to practice and demonstrate the tools and techniques discussed. The program provides a valuable toolkit necessary in the development of a solid sourcing strategy.

About the InstructorSimon Brown, BSc, MBA, PLOG, CTDP, MAPM, MILTSimon is the Executive Vice President of ArcBlue Consulting, a Global Consulting and Training organization which specializes in providing Supply Chain Professionals a wide range of tools and techniques. Simon’s career has spanned fi nancial, manufacturing, oil and gas

and service industries. He has worked in procurement, general management, sales and consulting, a combination of experience that gives Simon a unique perspective on our profession. This breadth of experience is instrumental in providing a wide range of practical and relevant examples and illustrations.Simon has delivered a wide range of projects, both during his time in corporate life and subsequently for clients as a consultant. His experience in negotiating actual deals ranging from IT outsourcing to international joint ventures makes this workshop both relevant and practical.Simon is a regular speaker at the SCMA National conference and at the Ontario and Alberta provincial conferences, as well as for many other organizations.He has a BSc in Biology and an MBA from the University of Portsmouth, ranked in the top 2% of Universities globally. Simon has written a range of articles on negotiation and is currently writing a book on how to maximize the impact you have on the individuals around you. Overall he brings a rare blend of academic and professional experience to the program.His broad range of professional designations refl ects his diverse professional interests:

• Training and Design CTDP (Certifi ed Training and Design Professional)

• Supply Chain PLog (Professional Logistician), Member of SCMA and Chartered Institute of Procurement and Supply

• Member of the Association of Project Managers

Learning Map

Cost Model for Supply Chain Professionals

Module 1: Total Cost of Ownership (TCO)You will be making the right decision with the assistance of a strongly developed TCO model based on the total life of the product and service. When making a fi nancial comparison between two choices or among several choices, smart professionals look at the total cost of ownership (TCO), not just the purchase price.

Module 2: Should be Cost ModelingHow to build Should Be cost models and apply them. You will build a Should Be model on proven templates enabling you to take this process back into your organization

Module 3: Strategic Execution and Supplier PerformanceTaking the output of the models and building intelligent and practicable strategies and plans. Then ensuring that the models remain relevant into next year and beyond.

Tools, Methods and Process of learning:• Case Study• Small group work• Tutor-led exercises• Tutorial• Templates and handouts provided by instructor

Learning Outcomes:You will:• develop and populate a “Should Be” cost model.• undertake a “Total Cost of Ownership” (TCO) exercise.• experience and understand the impact of cost drivers.

“Great reference to actual Supply Chain examples.”

“Engaging, ability to draw group into discussions.”

Sep 21–22, 2015

Sep 23–24, 2015




PowerPoint and Presentation Skills for SCM Professionals

Who should attend?SCM Professionals, beginners and advanced users of the program, who want to learn how to use PowerPoint as an eff ective presentation tool in a Supply Chain Management setting as well as career-enhancing presentation skills.

Why this workshop?You’ve got the great ideas, now come learn how to eff ectively convey them. There’s no getting around it, to be successful in today’s fast-paced, information-centric world, you need PowerPoint skills. The reason is simple. Most businesses run on presentations. Hardly anything of importance gets done without them.In the SCM world, presentations are used for a multitude of activities: approval for sourcing strategies, reporting value creation, communicating contract changes, presenting scorecard results, reporting project status, and many more. Making eff ective and persuasive presentations could boost your career immeasurably.

What value can I expect?You will acquire enhanced profi ciency at PowerPoint with knowledge of how to infl uence others through presentation. As with any skill worth mastering, practice is key to ensure that your slides are well-designed and you have the confi dence to communicate the material eff ectively. The workshop exercises are designed to be useful and practical in a SCM setting.Clear and well-designed PowerPoint presentations help a business:

• make decisions quickly• eff ectively manage change• relay important information to the workforce• get alignment from individuals of diff erent backgrounds and work functions• a host of other business-critical activities

About the InstructorIan Gonzalez, MBAIan is a Category Management and Strategic Sourcing Advisor with more than 10 years of experience in the aviation and oil and gas industries. He has worked with companies such as Lufthansa, Shell, Suncor and Cenovus and has developed and implemented

ground-breaking SCM and Finance solutions using Excel and VBA. He has a passion for teaching and does so from the perspective of an SCM professional, engineer and computer programmer.

Learning Map

PowerPoint and Presentation Skills for SCM Professionals

• Navigating PowerPoint

• Slides and Templates • Using the Slide Master • Creating sections

• Working with Text • Multilevel lists • Balance of clarity and content

• Working with Images • Importing images and screenshots • Image adjustments and corrections

• Working with Video • Embed video from a fi le or from a website • Video conversion and compatibility

• Working with Shapes • Drawing Tools • SmartArt

• Working with Charts • Selecting the right type of chart • Linking Excel data to PowerPoint charts

• Animation • When to use animation • Advanced animation design

• Design Philosophy • Elements of design • Emphasis and downplaying

• Preparing for a Presentation • Rehearse timings and record presentations

• Business Presentation Skills • Tools for persuasion • Words to avoid • Body language

• Maximum buy-in

• PRESENTATION WORKSHOP

Oct 2, 2015

Oct 16, 2015

“Ian has developed so much knowledge and his enthusiasm to share is incredible and truly

appreciated.”




Energy Effi cient Procurement

Who should attend?Managers and supply chain professionals who want to gain better understanding of the signifi cant cost savings through energy effi cient and environmental friendly initiatives, products and services.

Why this workshop?Participants will come away from this seminar with a greater understanding and appreciation of energy effi cient cost saving and environmentally friendly procurement practices. Upon request, webinar presentation slides and an additional (optional) reading list will be provided to each participant for future reference.

What value can I expect?This half day seminar will demonstrate and illustrate some of the strategic competitive advantages and cost savings of Energy Effi cient Procurement Practices within supply chain management. Participants will study diff erent strategies, tools and case studies where energy effi ciencies are leveraged and play a pivotal role in reducing waste and substantially decreasing operating expenses.


Brian Dumsday P. Eng., P. Log.

As Manager, Industry Development (Logistics) for Enterprise Edmonton, Brian’s mandate is to:

• represent the logistics sectorto both internal and externalstakeholders, and

• identify issues that are barriers to growth and develop appropriate industry solutions and strategies

The overall scope of Brian’s role with Enterprise Edmonton is to defi ne the Edmonton Region as a critical Logistics Service Centre and Energy Super Hub, with the help of a community of logistics service professionals that possess proven, unique and expanding skills. A primary goal is to connect Canada’s North and Alberta’s vast resource potential to the innovators and adopters of regional, national and international markets through the International Trade Program and Port Alberta.

Prior to joining Enterprise Edmonton, Brian spent over 30 years as a management consultant focused on supply chain and logistics management, helping businesses in a wide range of industries improve their operational effi ciency and eff ectiveness. Over the past fi ve years, Brian has been an instructor for the Supply Chain Management Association (SCMA) of Alberta’s Supply Chain Management Professional designation program. His current course load includes four of the eight required modules and three of the six interactive workshops that form a large portion of the SCMP program.

Learning Map

Energy Effi cient Procurement

Workshop Description:This workshop’s combination of diff erent strategies, tools and case studies will provide the tools and methods for energy effi cient procurement. (Half-day program)

Workshop Learning Objectives: 1. Why energy effi cient procurement is a great choice

for business and our communities2. The energy effi cient purchasing mindset and energy

effi cient procurement strategies3. “Recouping the cost!” Energy effi cient products and

their life cycle cost savings4. Barriers to energy effi cient procurement5. Identifying and sourcing energy effi cient products

and services6. Trends and success stories driving energy effi cient

procurement7. Energy effi cient initiatives and product categories8. Grants and incentives for energy effi cient purchasing9. Planning and implementing successful energy

effi cient procurement programs

Nov 26, 2015

Nov 23, 2015




Introduction to Excel

Who should attend?SCM Professionals who are beginners and fi rst-time users of Excel, who want to become more tech savvy and supply their companies with technical skills to help optimize performance and maximize savings.

Prerequisites:No prerequisite knowledge is necessary! To see if this is the right course for you, download the Excel Skills Test to gauge your skill level. For intermediate to advanced users, check the schedule and availability of the Excel for SCM Professionals workshop.

Why this workshop?Supply Chain Management (SCM) is rapidly evolving as more and more corporations view it as a major source of value creation. In the eff ort to meet targets of ever-shorter turnover times, waste reduction and performance optimization while managing relationships with suppliers, SCM organizations are modernizing their systems and updating skill requirements. This creates a demand for a new breed of analysts who are tech savvy professionals, adept at quickly processing large and complex data sets, able to automate data mining and analysis, as well as to communicate results eff ectively.

What value can I expect?You’ll learn the basics of one of the greatest analysis tools ever invented; the Microsoft Excel® spreadsheet. Learn time-saving techniques, create organized databases and tables, design clear and powerful charts, perform data summaries and analysis through Excel PivotTables and more! The workshop exercises are designed to be useful and practical in a SCM setting.



https://portal.scmaab.ca/media/AB/Excel%20Skills%20Test.xlsx

Learning Map

Introduction to Excel

• Navigating Excel• Relative vs Absolute References• Essential Excel Functions and Formulas• Formula Auditing• Working with Dates• Sort and Filter• Conditional Formatting• Basic Charts• Excel PivotTables

What version of Excel are we going to use?The standard version that most corporations use today is MS Excel 2010 and that’s what we’ll use for this workshop. Don’t worry if you’re using Excel 2007 or Excel 2013, the workshop facilitator will help you bridge the gap between versions, which aren’t that much diff erent from each other.Disclaimer: Introduction to Excel is an independent seminar and is not affi liated with, authorized, sponsored, or otherwise approved by Microsoft Corporation.

Nov 20, 2015

Nov 6, 2015

“Ian has developed so much knowledge and his enthusiasm to share is incredible and truly

appreciated.”




Integrating Purchasing, Transportation & Inventory Management

Who should attend?Managers and professionals, who are interested in a basic overview of the key elements in the supply chain and how they aff ect each other, will benefi t from this broad view of supply chain management.

Why this workshop?As companies grow their key elements in supply chain tend to become more separated from each other. Working together is the key to an eff ective supply chain. You will also broaden your knowledge of supply chain sourcing principles and your ability to enhance the supply chain product/information fl ow.

What value can I expect?This seminar will provide you with a general overview of the benefi ts for purchasers in developing an integrated approach to managing key elements in the supply chain, including transportation, inventory and compliance issues. You will gain an understanding of how integration can increase effi ciencies.

About the InstructorLaurie Turnbull, CCLP, P.MMLaurie is a consultant with Cole International Inc, specializing in supply chain consulting and employee training and development. Cole International has been a leading provider of customs brokerage, transportation

and warehousing services in Canada for over fi fty years.Laurie’s extensive background in supply chain management includes experience in both manufacturing and the transportation industry. He is actively involved in supply chain management education with the Supply Chain Management Association and the Schulich School of Business at York University.Laurie has been awarded the CCLP designation as a logistics professional by the Canadian Institute of Traffi c and Transportation and the professional materials management designation by the Materials Handling and Management Society of Ontario. He is a frequent speaker at industry events across Canada and a contributing columnist for Canadian Shipper magazine on supply chain issues.

Learning Map

Integrating Purchasing, Transportation & Inventory Management

Day 1• Evolution of supply chain management• Transportation - Canadian overview• Modal Analysis (Cargo): • Air • Trucking • Courier • Rail • Marine• Carrier rate structures (components of freight pricing)• Cargo claims/declared value/freight insurance (domestic & trans border shipments)• Transportation/inventory trade-off s• Supplier selection strategies• Performance metrics (KPI’s, supplier scorecards)• Total landed costs

Day 2• Understanding shipping terms of sale – Risks and Liabilities • Evolution of FOB (UCC and AFTD) • Incoterms 2010 • ICC Model Contract of Sale• Cargo insurance (international shipments)• United Nations Convention on Contracts for the International Sale of Goods (CISG)• Compliance/Risk Management • Customs compliance (AMPS) • Selecting a Customs Broker (The Broker’s role in your supply chain strategy) • Canada/US Customs cargo security programs (PIP, C-TPAT, CSI, ACE,ACI, FAST)• Presentation slides will be available to attendees.

Learning Outcomes:• Learn how traditional logistics management tools have evolved into modern supply chain philosophy• Gain an understanding of transportation and its role in supply chain strategy• Obtain insight into supply and demand principles of transportation• Learn how integration of transportation, procurement, and inventory management can increase global supply chain effi ciencies• Broaden participants knowledge of supply chain sourcing principles and their ability to enhance the supply chain product/information fl ow• Broaden the understanding of Compliance/Risk Management in international trade

Dec 3–4, 2015

Nov 30–Dec 1, 2015




Excel for SCM

Who should attend?SCM Professionals who have intermediate to advanced knowledge and experience with Excel, who are wanting the technical skills to help optimize performance and maximize savings for their companies.

Prerequisites:Intermediate to advanced knowledge and experience with Excel. To see if this is the right course for you, download the Excel Skills Test to gauge your skill level. For beginners and fi rst-time Excel users, check the schedule for the Introduction to Excel workshop.

Why this workshop?Supply Chain Management (SCM) is rapidly evolving as more corporations view it as a major source of value creation. In the eff ort to meet targets of ever-shorter turnover times, waste reduction and performance optimization while managing relationships with suppliers, SCM organizations are modernizing their systems and updating skills requirements. This creates a demand for a new breed of analysts who are tech savvy professionals, adept at quickly processing large, complex data sets, able to automate data mining and analysis and communicate results eff ectively.Excel can help you perform your work faster, reduce or eliminate human error and most importantly, guide you to come up with conclusions that you would never have thought of yourself.

What value can I expect?You will acquire enhanced profi ciency and analytical capabilities in Excel . You won’t become an Excel superhero overnight, but you will be set on a path that, with practice, will ensure your spreadsheet work is faster, cleaner and generally better than that of your peers. Aside from SCM-related exercises, this workshop provides tools and templates you can use immediately upon your return to work.



https://portal.scmaab.ca/media/AB/Excel%20Skills%20Test.xlsx

Learning Map

Excel for SCM

Part 1Day 1

• Excel Functions and Formulas• Working with Dates• Using Names• Data Validation• Data SecurityExercise: RFP Forms and Bid EvaluationDay 2

• Excel Tables• Data Entry (Excel Forms, Form Control & ActiveX Controls)• Data Mining• Removing Duplicates• Excel Pivot TablesExercise: Supplier Database

Part 2Day 1

• Advanced Conditional Formatting• Advanced Charts• Sparklines• Dashboard DesignExercise: SCM DashboardDay 2

• What-If Analysis (Data Tables & Goal Seek)• Monte Carlo Simulation• Introduction to Visual Basic for Applications (VBA)Exercise: Category Strategy & Scenario Analysis

“This is an excellent course that provided me with powerful analytical tools that will

add value to my work-life and increase my effi ciency with using Excel.”

– Mike W., Supply Chain Coordinator

“The course was challenging but very useful and I started using material I

learned immediately.” – Tim B., Strategic Contracts Specialist

Mar 4–5, 2016

Mar 18–19, 2016

Jan 15–16, 2016

Jan 29–30, 2016

Registration - Part 2

Registration - Part 1






Beyond the Basics of Competitive Bidding

Who should attend?SCMP designation holders and experienced supply-chain and contracts professionals who want to refresh their contracting skills, build their knowledge of procurement contracts and increase their skills in order to move to the “next level” in their organization.

Why this workshop?Many learning opportunities provide an introduction to competitive bidding and the basics of the process. This workshop will review those but off er a more practical focus on building skills for use at work.This workshop was designed to give practitioners exposure to best practices and then an opportunity to apply them in a way that simulates “on-the-job” settings. Participants will be able to return to work with selected methods, tools and templates for immediate application that will enable the creation of greater value for their respective organizations.In addition to its focus of practice excellence, the workshop is unique because it is delivered by an individual who has “practiced what he preaches” in many diff erent and diverse industry environments.Setting Strategy for sourcing processes, providing accurate and comprehensive Scopes of Work, creating RF(X) that meet company needs, managing and reporting processes as well as evaluation practices will give the attendees and their employers the knowledge and tools to help their organizations achieve a competitive advantage.

What value can I expect?The workshop is designed to promote study of “real-life situations” that are relevant to practitioners and their organizations. It focuses on exploring the best practices that should be employed at the 5 key stages of the competitive bidding process.

About the InstructorRichard Venerus, MBA, LL.B.Richard is the principal of RV & Associates – a procurement consultancy specializing in supporting and improving the performance of strategic sourcing and contracting functions in private and public sector organizations. RVA’s

practice relies on Richard’s 15 years of mixed experience as procurement counsel and as a sourcing specialist and leader. In addition to a degree in Law, Richard holds a Master of Business Administration degree from the Schulich School of Business, as well as a Bachelor of Commerce degree in Economics. He is also a certifi ed Change Management expert. Richard is a frequent instructor, facilitator and presenter of procurement and contracting subject matter, for the Supply Chain Management Association.

Prerequisites:• At least two years’ experience in Strategic Sourcing; and/or• 3-5 years of exposure to Strategic Sourcing; and/or• SCMP designation.

Practical Procurement™

Learning MapStrategy Setting:For many reasons, sourcing processes are often executed without the benefi t of a strategy. Even in a resource-constrained environment, individual practitioners can support each competitive bidding action with an intelligent strategy. This course will provide participants with a “Strategy Tips List” which - if diligently applied in practice - will result in improved eff ectiveness of the RF(X) process – which in turn should result in better supplier selection decisions.

Scope Writing:One of the key hallmarks of competitive bidding success is having an accurate and comprehensive scope that provides the supplier market with full information about compelling revenue opportunities. The practice of gathering requirements and writing scopes for RF(X)’s is an acquired skill. The workshop will provide participants with a Sourcing Requirement Gathering tool and instructions on how to use it eff ectively for professional results. Better requirements gathering should result in more accurate scope setting, more focused RF(X) drafting and ultimately, higher quality supplier submissions.

Drafting Practice:There is an art to creating a fl exible competitive process document that results in a “trifecta” of: process effi ciency, meeting supplier expectations of “fair treatment” and ensuring compliance with procurement laws. This part of the workshop will provide participants with a sample annotated RFP template, which the instructor will use to showcase practice tips on how to create the “best-for-you” documentation.

Management:Sourcing professionals benefi t from conscious application of selected project management practices throughout the RF(X) process. The workshop off ers a sample project plan for an RFP that will serve as a platform to highlight key activities that are often given “short shrift” in competitive bidding situations, including stakeholder management, communications planning and status reporting.

Evaluation Practice:Many organizations miss the opportunity to become excellent at supplier evaluation – arguably the most important part the competitive bidding process. This part of the workshop will explore best-in-class evaluation methods and provide evaluation tools that - if diligently used – will result in optimal supplier selection while being “bullet-proof” on issues of fairness and perceived bias.

“Richard was an excellent instructor, really knows what he’s talking about.”

Jan 21–22, 2016

Jan 18–19, 2016

Beyond the Basics of Competitive BiddingPractical Procurement™




Art, Theory & Practice of Negotiation

Who should attend?Individuals who are interested in understanding how to structure interactions to maximize sustainable value and learn the art and science of persuading other individuals to move in their directions.

Why this workshop?As SCM Professionals it is our role to ensure that we deliver maximum sustainable value for our organizations, our organizational requirements are more demanding than ever. The ability to truly understand how to structure our interactions to maximize the sustainable value is an essential part of our professional toolkit. We need suppliers who deliver increased value, often at a time when the restrictions on what we can off er have increased and our budgets reduced. Whether it is persuading a Stakeholder to adjust their expectations, driving value from a supplier or educating your organization on the appropriate behaviours during supplier meetings, this program will be transformational.This program is based on over 30 years research and provides a framework and methodology for achieving greater success in all your negotiations. In addition the confi dence building feedback will help you to identify those areas most appro-priate for your future development.

What value can I expect?You will get a number of customizable templates together with the opportunity to practice and demonstrate the tools and techniques discussed. By the end of the two days you will have heard how to improve your negotiation processes and practice in a risk free environment.






Learning Map

Art, Theory & Practice of Negotiation

Module 1: AssertivenessWhat are the elements of being truly assertive, how to maintain them in the face of provocation? What psychological changes take place as people encounter diff erent behaviours? This module will ensure you are able to identify the elements of Assertiveness and to see when the behaviour of others is incompatible with what you require to ensure a positive outcome. You will come away with a simple practical template which guides you through to this mental state.

Module 2: Levers of PersuasionThere are 5 levers of persuasion which enable you to move the other party from their current position. You will take an assessment to see which levers you default to and you will understand which have more power and which less. We will practice the application of those levers in a series of exercises designed to be both educational and fun.

Module 3: Framework for NegotiationWhat is the appropriate framework for negotiation and how to structure for success? Ensuring that you know in detail the stages of negotiation, ensuring that the release of information and all aspects of the interaction are appropriate to the stage you are at. What happens if you get out of step and what might you do about that? You will leave with this framework and a worked example for you to take back to your organization and apply.

Module 4: Preparation and PlanningWhat is the diff erence between preparation and planning, how should these be undertaken and what are the common pitfalls? You will practice preparing for a negotiation and get live feedback on the process and outcome, together with a range of templates for use as you prepare for negotiations.

Module 5: Bringing it all togetherHow to maximize you chance for positive outcomes in the most diffi cult negotiations?

Learning Objectives:You will:• be able to identify the appropriate levers of persuasion and when to apply them.• be able to better structure their negotiations to deliver value.• have experienced and internalized assertiveness and how to regain momentum when it is not going your way.

Feb 2–3, 2016

Feb 4–5, 2016




Financial Awareness for Procurement

Who should attend?Professionals and individuals who want to learn how to understand fi nancial information, ratio calculations and their meaning.

Why this workshop?How do you know where the supplier market is fi nancially? Once you have calculated those ratios what do they mean or what should you do with them? This program is specifi cally designed to educate supply chain professionals in understanding fi nancial information. As SCM Professionals it is our role to ensure that we deliver maximum sustainable value for our organizations. The ability to take a set of accounts and understand what is happening within our suppliers is a key and essential part of our professional toolkit. This toolkit provides the solid foundation so our strategy can be built from facts rather than assumptions or general market understanding.

What value can I expect?Attendees will receive a number of customizable templates and the opportunity to practice and demonstrate the tools and techniques discussed. By the end of the two days you will have built the appropriate ratios so you can transfer these back to your organization.Led by an authority on the topic you will explore how accounts can easily be understood and used to deliver great strategy. This program draws on the best of accounting practice and supply chain thinking as well as more than 25 years of experience. It will help answer the question so often asked by Supply Chain Professionals: “Now I have calculated all this, what do I do with it?”

About the InstructorBill Mayville, CA, MAccBill is the Head of Consulting at ArcBlue Consulting, a Global Consulting and Training organization which specializes in providing Supply Chain Professionals a wide range of tools and techniques.Bill’s career has spanned fi nancial, manufacturing, oil and gas and service industries.

He has worked in Procurement, Finance and Manufacturing Operations. He has a breadth of experience which is instrumental in providing a wide range of practical and relevant examples and illustrations.Bill has restructured a number of organizations both in growth and downsizing stages. He has delivered wide range of projects during his time in corporate life, and subsequently for clients as a consultant. Bill has extensive market experience and end-to-end knowledge in global sourcing, negotiation, supply-chain and marketing and has led the procurement function of a $50 billion retailer. He has signifi cant knowledge and expertise in collaborative sourcing, having led the initiative in his position with a discount retailer with regard to enhancing supplier relationships, demand aggregation, online negotiations and process automation. Bill is skilled at bringing internal and external players to the table, to ensure a unifi ed buying process.

Learning Map

Financial Awareness for Procurement

Module 1: Understand the FoundationFinancial statements understanding, balance sheets, cash fl ow statements, profi t and loss accounts and depreciation.

Module 2: Advanced ConceptsBuilding and understanding ratios.

Module 3: Price Versus CostWhat makes up the cost of an item or service and how does this impact pricing decisions.

Tools, Methods and Process of Learning:• Case Study• Small group work• Tutor-led exercises•Tutorial• A range of templates and handouts will be provided

Learning Objectives:You will:• go through the key accounts and fi nancial reports.• calculate and assess ratios.• calculate break evens and understand their importance.• demonstrate diff erence between cost and price.

Feb 16–17, 2016

Feb 18–19, 2016




Who should attend?The seminar was developed for SCMP designation holders and experienced supply-chain and contracts professionals who are looking for a refresher on their contracting skills, to build their knowledge of procurement contracts and increase their skills in order to move to the “next level” in their organization.

Why this workshop?The Workshop activities include a combination of lecture and class discussion with strong emphasis on group learning. The material will be delivered by a senior practitioner who will establish a dialogue with participants that encourages them to learn from each other’s experiences as much as from those of the instructor. The Workshop is designed to promote study of “real-life situations” that are relevant to practitioners and their organizations.While there are many learning opportunities that deliver information on the basics of contracts - there are comparatively few that focus on developing practical skills for use at work. This workshop was developed by an experienced procurement consultant and qualifi ed lawyer, with experience providing contracting services to organizations within a diverse set of Albertan industries.

What value can I expect?This Workshop is helping defi ne a new type of competence that will diff erentiate the successful companies in the global market. The companies that focus on the creation of eff ective and effi cient strategic supplier development programs will benefi t from a new and sustainable competitive advantage.In addition to providing a refresher on the contracting life-cycle, the workshop is focused on exploring the following 4 key areas of the procurement contracting process.The Instructor will give practitioners access to both con-tracts formation, and design knowledge; also providing opportunities to apply that knowledge in-class in a way that simulates “on-the-job” contexts. Participants should be able to return to work with new skills for interpreting and developing contracts, work tools and templates, which will immediately enable attendees to create greater value for their respective organizations.

Prerequisites:At least two year’s experience in a contract-related role and/or 3-5 years of exposure to contracts in a non-contracts related role.

Contract Formation and DesignPractical Procurement™

About the InstructorRichard Venerus, MBA, LL.B.Richard is the principal of RV & Associates – a procurement consultancy specializing in supporting and improving the performance of strategic sourcing and contracting functions in private and public sector organizations. RVA’s

practice relies on Richard’s 15 years of mixed experience as procurement counsel and as a sourcing specialist and leader. In addition to a degree in Law, Richard holds a Master of Business Administration degree from the Schulich School of Business, as well as a Bachelor of Commerce degree in Economics. He is also a certifi ed Change Management expert. Richard is a frequent instructor, facilitator and presenter of procurement and contracting subject matter, for the Supply Chain Management Association.

Learning MapStrategy and Design:For many reasons, contracting activities are conducted without the benefi t of a strategy. This course will provide participants with a “Design Approach” document, when diligently applied in practice will result in more eff ective processing of contracts and improved negotiation outcomes.

Scope Writing:One of the hallmarks of contracting success is having an accurate and comprehensive scope that informs and supports the operative provisions of the contract – as well as its users. The gathering of requirements and the writing of scopes for contracts is an acquired skill. The workshop will provide participants with a Contracts Data-Gathering Approach Tool and instructions on how to use it eff ectively for professional results. Skilled requirements gathering should result in more accurate scope setting, more focused and clearer drafting of intended outcomes and ultimately, higher quality contracts.

Sculpting the Operative Provisions:There is an art to creating a fl exible contract document that can accommodate its business context as well as assure compliance within the prevailing legal environment. This part of the workshop will explore how supply chain practitioners can understand and modify their organization’s standard form contracts to create “best-for-the-situation” documentation.

Key areas of focus are:• Contract Structure – the materials will present a basic structure that you can apply to help deconstruct and interpret most forms of procurement contracts, whether for physical goods, intangibles or services.• Contract Formation – the Workshop will explore legal knowledge about how contracts are formed and how they can fail to form or be made invalid by circumstances or the actions of parties.• Commercial Model/Price Structure – in this focus area, attendees will be introduced to and explore several of the more common commercial models that are found in procurement contracts.• Risk Management – the materials will explore the concept of Supply Chain Risk Management (SCRM), and then look at how contracts can be used as a risk mitigation tool. In par-ticular, the risk management provisions that are typical in procurement contracts will be reviewed and elaborated upon.• Contract Management - the workshop will fi nish by briefl y reviewing the activities and processes associated with the separate functions of contract administration and supplier performance management.

“Experience and knowledge in both legal and procurement, helpful with delivering material and answering questions. Also provided examples and elaborated on

group comments.”

Feb 22–23, 2016

Feb 25–26, 2016

Contract Formation and DesignPractical Procurement™




Category Management

Who should attend?Professionals and individuals who are interested in learning how category strategy is formulated.

Why this workshop?As SCM Professionals it is our role to ensure that we deliver maximum sustainable value for our organizations, our organizational requirements are more demanding than ever. We need coherent and relevant tools that enable us to allocate our time and resources to deliver the most val-ue for our organizations. The ability to structure our spend data and align that with an appropriate structure, process and strategy is an essential part of our professional toolkit. Working within our organization to create a map for where the opportunity lies. You will merge your spend assessment with the potential from the marketplace to create smart strategies. Based on global best practice and providing you the personal toolkit to take your department forward.This program is based on over 30 year’s research and provides a framework and methodology for achieving greater success with all your categories of supply. In addition it will provide a robust and relevant framework for explaining the strategy to your stakeholders.

What value can I expect?You need to bring sanitised spend numbers and an understanding of the suppliers of those commodities. By the end of the two days you will have heard how this is done in other organizations, you will practice it and have had an opportunity to apply it to your organization.Everyone will identify where categories fi t in their spend portfolio, you will then be able to assess the appropriate structure and tools to apply. From this you will be better able to create strategies and interactions that deliver the intended results.You will work through and understand diff erent organizational structures and strategies. You will use your own situation as a basis for developing a new strategy for your commodities.

Prerequisites:You are required to take an online questionnaire prior to attending. You need to bring sanitised spend numbers and an understanding of the suppliers of those commodities.






Learning Map

Category Management

“Engaging and ability to draw group into discussions.”

“Clearly showed knowledge and led the group to

appropriate supply level questions.”

“Great reference to actual Supply Chain examples.”

Module 1: Category AssessmentA review of how to analyse your spend and apply that analysis to develop a category based strategy. Using the information you bring to the seminar, we will empower you to develop a dynamic forward looking category strategy .You will come away with a simple practical template.

Module 2: Organizational StructureWe will look through how SCM organizations are structured and the benefi ts and challenges for each as they apply to Category management.

Module 3: Tiering SuppliersHow to create diff erent tiers for suppliers and the basis for those decisions, working through which methodology works best for your organization and some of the challenges to avoid.

Module 4: Assessing how suppliers see youWe will take the market segmentation and use that to build a supplier profi le, and assess the practical behaviours you see on the ground. This enables us to appropriately position where your organization fi ts in the Supplier’s portfolio.

Module 5: Balance of Power and building SMART strategyCombining all the models in an intelligent way to provide a forward looking road map, utilizing the real examples that you bring to class we will have built an approach to the market which is robust and repeatable.

Mar 10, 2016

Mar 11, 2016




Develop a Successful Supply Strategy

Who should attend?Managers and professionals from the purchasing, operations, cost control, production, engineering, sales and marketing and quality departments who are interested in learning concepts of strategic management and the diff erent levels of strategy, structure of the organization, value proposition, competitive advantage, positioning and sustainability.

Why this workshop?This workshop is helping defi ne a new type of competence that will diff erentiate successful individuals within their organization as well in the global HR market place. Individuals who are strategically savvy and focused on the creation of eff ective and effi cient supply chain strategies that are aligned with an organization’s overall strategy reacting fl exibly to changes in the economic environment while developing a sustainable competitive advantage for their organizations.Business strategy is a unifi ed, comprehensive, and integrated plan designed to explain how an organization intends to compete and succeed in the market place. An organization’s strategy provides the context that enables the diff erent decision makers of various business units and departmental functions of an organization to act congruently with each other. The strategic importance of the Supply function is becoming more and more prevalent in today’s economic environment. The SCMP deals with the challenges of globalization, supply risk, currency fl uctuations, volatile commodity prices and rising energy costs. This has driven a revolution in corporate procurement and put a new generation of professional supply chain managers and their technology tools at the forefront of the push to build sustainable and profi table businesses. Today, supply chain strategy has become a competitive weapon essential to success in launching products, entering markets and responding to competitive threats.

What value can I expect?This Workshop is helping defi ne a new type of competence that will diff erentiate the successful companies in the global market. The companies that focus on the creation of eff ective and effi cient strategic supplier development programs will benefi t from a new and sustainable competitive advantage.In this two-day seminar participants will be introduced to the concepts of strategic management and the diff erent levels of strategy, structure of the organization, value proposition, competitive advantage, positioning and sustainability.

Prerequisites:General business knowledge and a solid understanding of the Supply Chain and Supplier Relations.


Mr. Dan Georgescu, MSc, P.Eng, MBAMr. Dan Georgescu currently works as the Supplier Technical Assistance Resident in Global Purchasing for Ford Motor Company of Canada. He is in charge of supplier development for the over 600 suppliers of the Oakville Assembly Complex.Mr. Georgescu is SCMA’s Principal

Education Strategy consultant, the chair of the Academic Content Review round table, the Chair of SCMA’s Instructors Development Education Committee, a member of the Mechanical and Electro-Mechanical Engineering Program Advisory Committee at Sheridan College and a member of the National Accreditation Review Panel of the Canadian Sector Council for Supply Chain (CSCSC).Mr. Georgescu academic activities include:

• Wilfrid Laurier University – School of Business and Economics – MBA and BBA Programs – Operations Management, Procurement and Supply Chain Management

• SCMA –Supply Chain Management Professional Designation Program

• SCMAO – Diploma in Procurement and SCM• SCMAO – SMT Program• Humber College – Supply Chain Management

Graduate Program• Sheridan College – Manufacturing Management

Graduate Program• Advanced Design and Manufacturing Institute – Master of Engineering in Design and Manufacturing• Ford Motor Company – Six Sigma Quality

Mr. Georgescu published “Making Supply Chain Design the Rational Diff erentiating 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.Mr. Georgescu graduated with the Gold Medal for Academic Excellence from the Wilfrid Laurier Supply Chain Management MBA program in 2006. He holds a Master of Science degree; he is a certifi ed Six Sigma Black Belt, as well as a Professional Engineer.

Learning Map

Develop a Successful Supply Strategy

Seminar Description:In this two-day seminar participants will be introduced to the concepts of strategic management and the diff erent levels of strategy, structure of the organization, value proposition, competitive advantage, positioning and sustainability. We will also present diff erent strategic analysis tools like Porter 5-Forces, SWOT and PEST. We will focus on such Supply Chain Management strategies as supply chain integration, optimized sourcing and make-buy decisions, IT and decision support systems, strategic sourcing, supply risk mitigation and the integration of the supply chain design with concurrent engineering.

Seminar Learning Objectives:At the end of the seminar the participants will be able to: • Understand their organization’s strategy.• Understand and use appropriate strategic analysis tools and processes.• Develop and / or optimize the Supply Chain strategy in alignment with the organization’s overall strategy and the economic environment.

“Very good at presenting topics for discussion in a

question for the group to develop their thoughts

around.”

“Well spoken and knowledgeable about the

topic. Also injected humour to make the topic lighter.”

Apr 14–15, 2016

Apr 12–13, 2016



The Canada-Alberta Job grant program is the solution for you...

Millete Gutierrez,Education CoordinatorSMT Diploma and Professional Development [email protected]

1-866-610-405917420 Stony Plain RoadSuit #115 Sterling Business CentreEdmonton, Alberta T5S1K6

SCMA Alberta Contact Info

www.scmaab.ca

Under the Canada-Alberta Job Grant Program employers cover a minimum of 1/3 of direct training costs, with a maximum of $10,000 in government contributions, per employee.

Are you looking for training dollars?

To �nd out more Click Here

http://www.albertacanada.com/opportunity/employers/jobgrant.aspx

scma alberta professional development workshops 2015 - 2016

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