1

• Chemical Group

• Educators Forum

• Electronic Supply Management

Group

• Federal Acquisition and

Subcontract Management Group

• Healthcare Group

• Hospitality Supply Management

Forum

• Indirect/Services Group

• Logistics and Transportation

Group

• Materials Management Group

• New York/New Jersey Forum

• Northeast Supply Management

Group

• Petroleum Forum

• Pharmaceutical Forum

• Southwest Forum

• Steel Buyers Forum

• Supplier Diversity Group

• Supplier Management Group

• Supply Chain Risk Management

Group

• Utility Purchasing Management

Group Forum

• Women in Leadership Group

www.ism.ws

August 2014

This publication is a report of current activities and information from the ISM®

Special Interest Groups and Forums, and is provided to the ISM® membership.

Articles are in alphabetical order by the Group or Forum name. Please take a

look at what the Groups and Forums of interest to you are doing.

Indirect/Services Group

The ISM Indirect/Services Group held its bi-

annual meeting and networking session at

ISM2014 in Las Vegas. Attendees shared experi-

ences, strategies, suggestions and ideas. This

function was a great opportunity for networking

and socializing with fellow members, and repre-

sents one of the best methods to not only meet

new industry contacts, but to also engage in a

sure-fire way to make the Conference a success.

It was announced at ISM2014 in Las Vegas

that the ISM Indirect/Services Group won the

2013 ISM Groups and Forum Excellence Award.

This award is presented to the Group or Forum

that consistently displays a commitment to ISM

and has surpassed all core competencies as iden-

tified by ISM. This is the ninth straight year that

the Services Group (now Indirect/Services Group)

has achieved such recognition. This award was

achieved due to the determined efforts of a dedi-

cated leadership team and the participation of

the many members of the ISM Indirect/Services

Group. Guidance and support from ISM is also

important in the Group’s achievement of these

awards and assists with maintaining consistent

success.

What’s Inside?

Indirect/Services Group ....................... 1

Logistics and Transportation Group ...... 2

Materials Management Group ............. 3

New York/New Jersey Forum ............... 4

Northeast Supply Management Group ................................................... 4

Pharmaceutical Forum .......................... 5

Southwest Forum ................................. 6

Steel Buyers Forum .............................. 6

Supplier Diversity Group ...................... 8

Supply Chain Risk Management Group ............................................... 8

Utility Purchasing Management Group Forum ..................................... 9

Women in Leadership Group ............. 10

2013 Groups/Forums Excellence Award Recipients and Group/Forum of The Year .............................................. 10

ISM® Group/Forum Chairs .................. 11 Benefits of ISM® Group/Forum Membership .................................. 11

About ISM®’s Group and Forums ........ 12

ISM® Group/Forum Enrollment Form . 13

Upcoming Conferences/Events .......... 14

2

Another highlight of ISM2014 was the sponsorship of vari-

ous educational presentations. Seven select presentations

comprised the “Indirect Track.” By participating in this track,

attendees were better able to find sessions that highlighted

their individual interests.

Planning is nearing completion for the Group’s next major

event ― the ISM Indirect Procurement Conference. Yes, that’s

correct — the name is changing again in order to expand the

focus and bring services and indirect spend together in one

conference. This year’s event will be held on December 3-4,

2014, at the Renaissance Hotel in downtown Phoenix. This will

be the 15th annual version of this popular event. Presenters

represent many of the leaders and educators in the supply

chain field. Some of the topics for this year will include:

Indirect Spend: A Case Study

Travel Spend and Industry Trends

Future Expectations and Planning

Leveraging Technology Spend

Procuring in the HR World

The highly rated roundtables will return to facilitate net-

working on a variety of topics and industries

Additional networking opportunities

Mark your calendar and make plans to attend one of

ISM’s highest-rated events so you are able to experience the

educational offerings as well as the many networking opportu-

nities relating to indirect/services procurement.

The ISM Indirect/Services Group was formed in 2000 so

that professionals possessing a common interest in the pro-

curement of services-related indirect spend would have an

environment to facilitate sharing ideas and best practices. To

accomplish this, the ISM Indirect/Services Group sponsors

meetings and events throughout the year. In addition to the

annual conference, several web seminars are held throughout

the year to provide learning opportunities for all interested

individuals.

For event updates or further information about the ISM

Services Group, visit www.ismindirectservicesgroup.com.

Submitted by Fred Ledbetter, C.P.M.

Group Chair

Logistics and Transportation Group Upcoming Educational Conference: Please consider

attending the 68th Annual Southwest Supply Management

Conference, co-sponsored by the ISM Logistics and Transpor-

tation Group (LTG) , to be held at the San Luis Hotel and Re-

sort in Galveston, Texas, on November 12-14, 2014. At the this

conference, Track 5 – Logistics and Transportation: Counter-

parts for Successful Supply Chains will feature the following

workshops that we hope you attend:

Negotiating and Understanding Transportation Pricing ―

It's More Than Just Discounts and Fuel Surcharges

Speaker: George Yarusavage, C.P.M., CTL, CPIM, CISCM,

principal in Fortress Consulting and an executive consult-

ant at CATTAN Services Group with transportation procure-

ment expertise

10 Things Every Shipper Needs to Consider Before Hiring a

3PL Provider

Speaker: Joe Lynch, business development executive at E.L.

Hollingsworth & Co., which specializes in the truckload, LTL

and expedite markets and has its own warehouses, FTZs

and a full-service brokerage

Risk Management: Supply Chain and Transportation Risk

Speaker: Stuart Rosenberg, president and founder of SRose

Lean Six Sigma Solutions, a supply chain and lean Six Sigma

implementation firm

How Transportation Trends Are Influencing Shipper

Choices in Today’s Marketplace

Speaker: Ron Emery, president at Alchemy Associates,

which is focused on process and supply chain optimization

Contracting for Transportation and Logistics Management

Services: What Could Possibly Go Wrong?

Speakers:

George Yarusavage, C.P.M., CTL, CPIM, CISCM, principal in

Fortress Consulting and an executive consultant at CATTAN

Services Group with transportation procurement and logis-

tics expertise.

Ken Martin, J.D., CPP, CIPN, executive consultant with

CATTAN Services Group with practical and substantive pro-

curement and legal contacts expertise.

More conference information, details and registration infor-

mation is available on the LTG’s website at

www.mypurchasingcenter.com/purchasing/profiles/ism-logistics

-transportation.

Parcel eUpdate Newsletter

One of the Group's ongoing contributions to the supply

management profession has hit the half-century mark: Collec-

tively, members of the board have published more than 50 arti-

cles on various aspects of logistics, supply chain and professional

development in Parcel Magazine's monthly eUpdate electronic

newsletter. Past content, since February 2010, provided by the

board can be accessed at www.parcelindustry.com, where you

can sign up for a free subscription. Please note that our new

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Content Library link for Parcel Magazine’s eUpdate newsletter

is now available at our Resources page on our microsite at My

Purchasing Center.

Website

We have a new and improved website hosted at My Pur-

chasing Center: www.mypurchasingcenter.com/purchasing/

profiles/ism-logistics-transportation. Please check us out as we

populate the website and update the Industry Updates, Events

and Resources sections.

Membership

Thanks to all the new members who continue to join our

Group. If you would like to join our Group, contact Tom Tanel,

Group Chair, at tomtanel@msn.com.

Submitted by Thomas L. Tanel, C.P.M., CTL

Group Chair

Materials Management Group Free MMG Membership

We are growing! We encourage ISM members to enroll in

the Materials Management Group (MMG ) through the ISM

website at www.ism.ws. (From the ISM Home Page, go to Mem-

bership, Member Benefits, Professional Groups and Forums,

and To Group/Forum Enrollment Form.) It’s free to join! We

want to hear from you if you would like to help represent the

MMG in your local affiliate.

The Materials Management Group more than doubled its

membership in 2013. Can we double it again? I’d like to see if

we can get there, how about you?

ISM2014 International Supply Management Conference

At ISM2014 in Las Vegas this year, the MMG, in coopera-

tion with the ISM Supply Chain Risk Management Group

(SCRMG), put on a workshop dealing with an upcoming subject.

The concept of designing your supply management system to

build resilience into your system is relatively new. Dr. Steve

Melnyk from Michigan State University reported on his ongoing

research. A panel consisting of Rose Kelly-Falls (past chair of the

ISM SCRMG) and I took questions about where this research is

leading. We are planning a series of workshops on tools and

techniques you can use to make sure that when something

does happen, your company is in the best place to ride it out

with the least disruption.

Additionally, we held our annual general meeting and

board meeting while in Las Vegas.

Also at ISM2014 in Las Vegas, the MMG hosted a hospitali-

ty room where a number of members and prospective mem-

bers networked. I hosted the event and am pleased with the re-

sponse.

Website/Social Media

Check out the MMG website at www.ismmmg.org. Also, please

join our LinkedIn page. Here’s how: Click on www.linkedIn.com,

then search for Materials Management Group. Please send us

your materials-related questions or issues for commentary. We

have a panel of materials management experts available to pro-

cess and respond to your inquiries. Also, you may email questions

to us.

Newsletter

The MMG publishes a news-

letter for its membership twice a

year. All MMG members receive

a free copy loaded with inter-

esting, relevant and timely arti-

cles. Please contact me at

tvolpel@shaw.ca if you would

like to share an article with the

membership.

Future Seminar Workshops

The MMG has co-sponsored many successful workshops with

local affiliates and other ISM Groups. Thanks to all who have vol-

unteered to help over the past several years. We are looking for a

few affiliates to work with this year. Contact your affiliate presi-

dent and professional development chair and see if they are will-

ing to co-sponsor with the MMG, and we will provide the pre-

senter. We want to work with you and your affiliate to provide a

world-class seminar.

The MMG and PMAC is planning a co-sponsored workshop in

Cleveland this fall. Hope to see you there!

Presenters

The MMG has many great presenters, speakers and facilita-

tors within our volunteer board of directors and Group, and have

been successful in providing seminars, workshops and confer-

ences. If your affiliate is interested in co-sponsoring with the

MMG, please contact Karl Harward for available dates and speak-

ers at karl.harward@slcgov.com.

Professional Development

Attend one of our seminars and earn certification/

recertification hours. The MMG promotes professional develop-

ment, best practices, networking opportunities and co-sponsors

with ISM affiliates, and other ISM Groups and Forums.

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Summary The Materials Management Group is a major contributor

to professional excellence. The MMG promotes professional

development, best practices and networking opportunities in

our broad profession. Materials management encompasses all

aspects of purchasing, production planning, inventory man-

agement, warehousing, traffic, transportation and other relat-

ed activities. The MMG board is continuing to revitalize the

MMG and invites you to participate with us. We are in the

process of establishing closer ties with ISM affiliates and in-

creasing MMG enrollment.

We look forward to working with you. Come join us and

get involved.

Submitted by Terry Volpel, CPSM, C.P.M.

Group Chair

New York/New Jersey Forum ISM NYNJ Forum will hold its 14th annual conference at

Millennium Hotel in Buffalo, New York on September 25-27,

2014. Plans for the conference include:

Track sessions

Interactive discussion

Friday night networking

Luncheon and awards on September 27, 2014

Sponsors/suppliers will be onhand manning their ta-

ble tops of their goods and services.

More details coming and may be subject to change.

This year’s fall conference will

focus on “The Faces of Supply

Chain in Today’s World.” The track

sessions and discussions are de-

signed to be interactive, informa-

tive and fun. Each year, there are

attendees from all types of private

and public businesses giving bal-

anced viewpoints and offering a

great opportunity for networking

among your peers. More infor-

mation will be available on our

website as the conference draws near.

We are very happy to announce that the NYNJ Forum re-

ceived the 2013 Group/Forum of the Year Award and the

Group/Forum Excellence Award at the ISM® Awards Breakfast

during ISM2014 in Las Vegas. The designation recognizes those

Groups and Forums that demonstrate excellence in their pro-

fessional operations, educational offerings and recruitment, train-

ing and retention efforts, while at the same time communicating

the value and prestige of the Institute for Supply Management®

and the supply management profession.

ISM NYNJ Executive Directors – 2014-2015

David Duprey, Chair

Debora Csontos, CPSM, CPSD, C.P.M., PMP, 1st Vice Chair

Lawrence Clark, C.P.M., 2nd Vice Chair

George Yarusavage, Treasurer

Maria Kiwalle, CPSM, CPSD, C.P.M., Secretary

Ed Riggie III, C.P.M. Immediate Former Chair

ISM NYNJ Directors – 2014-2015

Kathy Perna, Director

Gerald McDonald, C.P.M., A.P.P., Director, Webmaster

Guy Haddix House Chair

Pauline Malone POY Committee Chair

David Gross, Director

Ann Marie Wayne C.P.M., Director

You can find ISM NYNJ Forum information on our website at

www.ismnynj.org. We are also on Facebook and LinkedIn.

Submitted by David G. Duprey

Forum Chair

Northeast Supply Management Group The Northeast Supply Management Group (NSMG) is in the

process of organizing the 11th annual New England Supply Chain

Conference (NESCON) to be held in Marlborough, Massachusetts

at the Best Western hotel, October 6, 2014. This event is the col-

laborated effort of the Northeast Supply Management Group

(NSMG) along with two APICS chapters (North and Boston) and

the New England Round Table (Council of Supply Chain Manage-

ment Professionals). It has become the premier supply chain con-

2013 Group/Forum of the Year Award – New York/New Jersey

5

ference in New England. In 2013, it drew more than 400

attendees. This year’s goal is 450 attendees. The conference

will also put on a well-attended networking event on Sunday,

October 5, 2014. That evening event allows attendees to net-

work and meet with many of the exhibitors and speakers.

NSMG, along with representatives of all the New England

affiliates, will hold its fall meeting on October 5, 2014 at the

Best Western in Marlborough, Massachusetts. If we can get

the funding, we will try to invite representatives from New

York, New Jersey and Pennsylvania to join us. The purpose is to

establish a dialogue with these other ISM Groups and Forums

to address common issues such as finance, membership and

educational programs to promote the supply management

profession. We believe this collaboration will help ISM and its

affiliates grow both in membership and professional recogni-

tion.

Officers of the New England Supply Management Group

Chair – Bernard J. Hennessy, C.P.M.

Vice Chair – Mike Broderick, C.P.M.

Secretary – Ken Levy, C.P.M.

Treasurer – Diane Cotter, C.P.M.

Submitted by Bernard J. Hennessy, C.P.M.

Group Chair

Pharmaceutical Forum Members of the Pharmaceutical Forum represent mid-to-

large pharmaceutical/biotech companies and meet at various

times throughout the year to benchmark and share best prac-

tices. Our mission is to:

Establish/maintain robust industrywide engagement

among leading procurement professionals representing

branded pharmaceutical and biotech companies of all

sizes.

Benchmark and share best practices for procurement

challenges that are unique to our industry.

Develop and maintain relationships with leading univer-

sities, institutions and commercial thought-leaders in

supply management to garner innovative thinking, col-

laborate on research areas relevant to our industry, and

further develop future practitioners.

Membership is limited in order to ensure an effective and

deeper flow of dialog between procurement leaders than other

venues allow.

For the past 12 years, the Pharmaceutical Forum has been

steered by the steady hand and expertise of Bill Stirling of Bristol

-Myers Squibb. After a long and distinguished career, Stirling will

be retiring this summer and thus stepping down from the Fo-

rum. During his tenure, the Pharmaceutical Forum has grown in

stature and reach, some highlights of the past decade include:

Created many professional education workshops/events,

each attended by hundreds of procurement profession-

als, to share latest and best practices within the profes-

sion.

Teamed with universities and research organizations

such as North Carolina State University and CAPS Re-

search to perform benchmarking and other best-practice

gathering.

Sponsored more than a dozen diverse supplier executive

education grants to expand their capacity and reach.

Funded endowments at Rutgers University, Arizona State

University and Bowling Green State University that are

currently spinning off several scholarships annually to

students majoring in supply management at the respec-

tive universities.

Stirling’s contributions and guidance will surely be missed.

The Pharmaceutical Forum extends both a thank-you for all of

his efforts over the years as well wishes in his future endeavors.

Looking ahead, the Pharmaceutical Forum expects to meet

in fall 2014, hosted by Astra Zeneca. Each meeting agenda is

developed by the members, and the structure is flexible to allow

for interactive discussion on prevalent topics affecting members.

Industry procurement leaders interested in joining the Pharma-

ceutical Forum community, may contact Kent Morsch at

Kent.Morsch@takeda.com.

6

Supplier Diversity Subcommittee Activity

The Institute for Supply Management® Supplier Diversity

Pharmaceutical Forum (ISM SDPF) is a subcommittee of the ISM

Pharmaceutical Forum and is composed of 20 dedicated supplier

diversity professionals from the pharmaceutical industry.

The subcommittee focuses on three key areas: (1) increas-

ing innovation, productivity and business results, (2) building

capacity for small and diverse businesses, and (3) professional

development of our members. Through annual meetings, the

group discusses legislative requirements/changes affecting sup-

plier diversity, best practices/strategies in supplier diversity

within pharmaceuticals, as well as cross-industry, collectively

develops next practices, global supplier diversity landscape and

benchmark supplier diversity business results. Their meeting in

July 2014 was hosted by Pfizer.

This year, the subcommittee will participating in several

diverse supplier events including: National Gay and Lesbian

Chamber of Commerce (NGLCC) National Conference, United

States Hispanic Chamber of Commerce (USHCC) National Con-

ference, USBLN National Conference, National Minority Supplier

Development Council (NMSDC) National Conference, and Na-

tional Veterans Small Business Conference. Their active partici-

pation routinely involves providing speakers, running work-

shops, and sponsoring events at these conferences and thus

enables committee members to expand their reach as well as

mentor suppliers. Recently, Rondu Vincent, of Pfizer and the

current subcommittee co-chair, was recognized as the Supplier

Diversity Program Manager of the Year by the Diversity Alliance

for Science, a national organization whose mission is to support,

mentor, and develop diverse suppliers.

ISM SDPF has a limited membership of no more than 20 and

has currently reached their limit. However, if you have any ques-

tions about this subcommittee, please contact one of the co-

chairs — Rondu Vincent at rondu.vincent@pfizer.com or Jinus

Moghbeli at jinusm@amgen.com.

Submitted by Christopher J. Silva, CPSM, C.P.M.

Group Secretary/Treasurer

Southwest Forum The ISM® Southwest Forum (SWF) is composed of ISM

members within a 10-state area that includes Arizona, Califor-

nia, Colorado, Kansas, Louisiana, Nevada, New Mexico, Oklaho-

ma, Texas and Utah.

It is the mission of the SWF to provide the highest level of

educational development opportunities to every purchasing and

supply management professional within its defined geographic

area.

Our Southwest Forum executive board of directors:

Chair, Mary E. Walker, CPSM, CPSD, C.P.M., A.P.P.

Vice Chair, Elton Brock, C.P.M.

Adviser/Treasurer, Eddie R. Burton

Education Chair, Tom Tanel, C.P.M., CISCM

Marketing Chair, Jim Haining, CPSM, CPSD, C.P.M.,

A.P.P.

Conference Support Chair, Sheila Lipstreu

Secretary/Education Assistant, Ruth King

The SWF board of directors

along with a great group of volun-

teers are working to put on their

best conference ever.

68th Southwest Supply Management Conference November 11-14, 2014 San Luis Hotel and Resort Galveston, Texas

Here is a great opportunity to earn 10.5 CEHs:

Pre-conference seminars

General session keynote speakers

Timely educational tracks

Exhibitor showcase

Networking opportunities

Golf tournament

Check out our website, www.ismswscf.org, as we are continu-

ally adding information on events. Several workshops co-

sponsored with local affiliates are also in the planning stages.

We are all looking forward to seeing our returning members

at the conference and hopefully many new attendees.

Submitted by Mary Walker, CPSM, CPSD, C.P.M., A.P.P.

Forum Chair

Steel Buyers Forum The 2014 Spring ISM® Steel Buyers Forum Meeting was held

May 6, 2014 at ISM2014 in Las Vegas. Our guest speaker was John

Anton from HIS Global Insights, who provided the group with in-

teresting, timely and insightful views and speculation on the steel

industry, including potential risks and pricing trends over the next

12 to 24 months.

During the Forum’s general meeting, candidates for officer

and chair positions were nominated and approved. I appreciate

the opportunity to serve as your chair over the next two years, and

7

am thrilled to announce that several other members have vol-

unteered to serve on the board:

Chris Hansen – Vice Chair

Shane Morris – Secretary/Treasurer

Jim Pastori – Programs Chair

Dave Schwind – Membership Chair

Brian Deuel – Website Coordinator

2014 Fall Meeting

October 15, 2014 has been selected for the fall Steel Buy-

er’s Fall Meeting at Northstar Bluescope in Delta, Ohio. This

will include a mill tour and a presentation by Cargill on hedg-

ing/futures for HR roll steel – an extremely important and time-

ly topic given the volatility in the global steel market today.

We will share more details as soon as they become available.

(Please contact Anita Hain at anita.hain@safholland.com with

any topic or venue suggestions for future meetings.)

Our current Steel Buyers Forum website can be found at

www.ism.ws/sites/steel.

Brian Deuel and his team are working on creating a “new

and improved” Steel Buyer’s Forum website, which will be tai-

lored to provide value-added features such as links to steel-

related educational websites, forum calendar of upcoming

meetings and activities, membership and officer information,

etc. We hope to announce the launch of the new website very

soon.

As I step into my new role on the Forum, I thought it would

be an opportune time to remind everyone of our mission and

membership expectations. In order for our Forum to remain

viable and value-adding to our members, it is critical that all

members remain active by attending our biannual meetings

and participating in the monthly online steel survey.

Mission/Purpose:

The ISM Steel Buyers Forum operates to:

Promote a better understanding of the steel buying

function.

Provide educational opportunities for ISM buyers of

steel.

Examine and report steel market trends.

Serve as the ISM steel community outlet on all

matters concerning the steel industry.

Provide the ISM with resources to generate steel re-

lated articles and papers, when required.

Steel Buyers Forum Membership Requirements

Qualifications for the ISM Steel Buyers Forum: Active

members of the ISM who perform the usual duties of supervis-

ing, buying or managing the procurement of steel.

The prospective member should:

Represent a major steel products consumer and be

responsible for the purchase of a minimum of 24,000

tons of carbon steel or the dollar equivalent in special-

ty steels.

Have experience in steel procurement.

Have a good reputation in the steel community.

Must subscribe to and practice ISM Principles and

Standards of Purchasing.

Maintain ISM membership status and be cleared with

the national office prior to invitation to join the ISM

Steel Buyers Forum Executive Committee.

Be willing to attend two group meetings per year. The

member must agree to be active and attend four out

of six of the Forum's semiannual meetings over a

three-year period.

Member cannot represent a steel producer or scrap

dealer.

No more than one member from one company or cor-

porate entity shall be allowed.

Membership is not inherited with a company from

one individual to another.

Any member of the ISM Steel Buyers Forum Executive

Committee who changes assignment or company will

be re-evaluated for membership. The member shall

notify the chair who will then make a recommenda-

tion to the Steering Committee.

Member must be willing to respond to a monthly steel

survey dealing with trends in steel any your business

in general.

The chair of the membership committee issues the

invitation and after acceptance by the new member;

the ISM Steel Buyers Forum Executive Committee

chair makes the appointment.

Membership

If you are interested in joining the ISM Steel Buyers Forum,

please contact Dave Schwind, membership chair, at

dschwind@customsteelpro.com.

Officers:

Chair – Anita L. Hain, C.P.M., A.P.P., SAF-Holland USA

Vice Chair – Chris Hanson, Donaldson Company, Inc

8

Secretary/Treasurer – Shane Morris, Crown Equipment

Corporation

Immediate Past President – Angela Reed, JMS Metals

Standing Subcommittees:

Website Coordinator – Brian Deuel, Pridgeon & Clay

Program Chair – Jim Pastori, Means Industries Inc.

Membership Chair – Dave H. Schwind, C.P.M., Custom Steel

Processing

Submitted by Anita Hain, C.P.M., A.P.P.

Forum Chair

Supplier Diversity Group

Join the ISM® Supplier Diversity Group! The Supplier Diver-

sity Group (SDG) is looking for new board members. If you are

interested in joining the ISM Supplier Diversity Group board,

please contact Fred Lona at fred.lona@hilton.com.

ISM2014 International Supply Management Conference

This year’s Conference highlights for the SDG were many.

The pre-Conference seminar, “How to Develop and Manage a

Supplier Diversity Program,” won rave reviews from the partici-

pants. This year’s seminar was the largest in the last five years.

Besides sourcing professionals, several supplier diversity pro-

fessionals attended, as well.

Equally well received was the Tuesday session, “Supplier

Diversity From the CPO Perspective.” This panel consisted of

three top CPOs discussing the importance of supplier diversity

to their supply chains. The CPOs who provided their valuable

insight were: Shelly Stewart Jr., vice president – sourcing and

logistics/CPO, DuPont; Sheila Tierney, vice president, global

procurement, Ingersoll Rand; and Eliseo T. Rojas, chief procure-

ment officer, Interpublic.

The session, “Getting in Front of Demand – Ensuring a Rig-

orous Sourcing Event That includes Diverse Suppliers” provided

valuable information regarding the inclusion of diverse suppli-

ers for all who attended.

Recognition of the Charles L. McDonald

Jr. Supplier Diversity Award winner was held

during the ISM Awards Breakfast. This

award is presented to an ISM member who

best exemplifies the SDG mission to

“educate, mutative and provide leadership

and expertise to ISM members on supplier diversity initiatives.”

This year’s winner was Tyra L. Paytes, manager, general pro-

curement, Coca-Cola Refreshments.

The annual ISM Supplier Diversity Group’s meeting and

networking reception was also a success. Elections were held

and the new board chair was elected.

Remember: It’s never too late to join the Supplier Diversity

Group. A few of the services and products the Supplier Diversity

Group provides include:

Tip of the Month ― supplier diversity hints available to all

members

Program in a Box ― Supplier diversity presentation availa-

ble to all affiliates to use during monthly meetings

How to Develop and Manage a Supplier Diversity Program,

fee-based pre-Conference session

ISM Conference workshop — Supplier Diversity From the

CPO Perspective

ISM Conference workshops that address procurement

trends and supplier diversity

CAPS studies support

Charles J. McDonald Jr. Award - Recognition to ISM mem-

ber for supplier diversity efforts

Annual Board Meeting and Reception - Held during

ISM2014.

Submitted by Fred Lona, CPSM

Group Director

Supply Chain Risk Management Group

A topic all supply chain professionals deal with no matter

what industry we work in is risk management. Whether the focus

is on supply security, price management, IP protection or any risk

perspective, CEOs depend on supply chain professionals to pre-

vent impact on their company.

The Supply Chain Risk Management Group (SCRMG) is the

premier forum for information on SCRM to help companies insti-

tutionalize SCRM for business benefit. It provides a knowledge

base for ISM members concerning supply chain risk management

processes and knowledge to support and enhance ongoing pro-

fessional supply management processes. By providing access to

information including research and best practices and access to a

network of other professionals, the group makes it easy for mem-

bers continue to grow their risk management practices. Web

seminars featuring leading industry professionals give members

access to the latest best practices and professionals to use as

resources as they pursue implementation. Conference sessions at

the ISM Annual Conferences and at risk-specific events provide

members an opportunity to dive deeper into supply chain risk

management topics.

We have a new website ― Add it to your favorites list!

The SCRM group has a new website that provides on-

demand access to research, best practices and articles, all related

to supply chain risk management. Check us out at

9

www.mypurchasingcenter.com/purchasing/profiles/ism-risk-

management/.

A Bit on Risk – The Supply Chain Risk Management Group Quar-

terly Newsletter

The Supply Chain Risk Management Group publishes a news-

letter on a quarterly basis. It provides group members with risk-

related articles, updates on upcoming web seminars and other

events that are supported by the group. The newsletter can be

downloaded on our website.

Submitted by Cathy S. Herr, CPSM

Group Chair

Utility Purchasing Management Group Forum

A Message from the 2014 Chair of UPMG

My name is Marlon L. Merritt and I am honored to serve as

the 2014 Chair of the Utility Purchasing Management Group

(UPMG), a Forum of the Institute for Supply Management®

(ISM®).

I am excited about our upcoming 83rd annual conference,

which will be held in Orlando, on September 21, 2014 with a char-

ity golf tournament and concluding on September 24, 2014, with

one of our signature program components, the UPMG Bench-

marking Workshop for participating utilities.

Duke Energy is the host utility for the 2014, UPMG experi-

ence and is excited to sponsor this educational venue to support

the 2014 UPMG theme: Shaping the Supply Chain of Tomorrow:

Strategic Solutions, Talent Management, Process Excellence.

Over the years, UPMG has grown significantly and the annual

conference has continued to be recognized within the utility sup-

ply chain industry as one of the premier events to attend. It is the

commitment of the UPMG officers, board of directors and I as

chair to continue this momentum and offer a meaningful educa-

tional pursuit for its attendees.

We all can attest to the challenges we face within the utility

industry and the importance supply chain brings to opera-

tional excellence and financial acuity.

The planning committee is aggressively finalizing details

of the program agenda and it promises to be a worthwhile

investment of time and budget dollars to attend the 2014

conference. A few themes and highlights of the program

agenda are listed here:

Key Industry Topic Discussions from Duke Energy Sen-

ior Executives

Chief Procurement Officer and Chief Financial Officer

Panel Discussion

Change Management Techniques: Supply Chain Focus

Best Practices in Utility Supply Chain Organizations

Talent Management

Futurist General Session

Buy America General Session

Disney Executive Addresses Attendees

Our respective supply chain’s are only successful as

the knowledge we bring to the enterprise. I can attest to the

benefit of attending the UPMG Conference and how it has

not only helped me become a better supply chain practition-

er, but also let best practices flourish in my organization.

I invite you to join me at the UPMG Conference along

with a host of distinguished speakers, industry experts and

suppliers.

To register for the conference, please click here. For

more information about the conference, please visit

www.upmg.org.

I look forward to seeing you and collaborating in

Orlando!

Sincerely,

Marlon L. Merritt, 2014 UPMG Chair

Submitted by Marlon L. Merritt

Group Chair

10

Women in Leadership Group The ISM Women in Leadership Group (WIL) is proud to

announce the success of its recent web seminar, “The Im-

portance of ISM Certification,” on July 31, 2014. The presenter

was David A. Allen, C.P.M., functional excellence lead/

contracting and procurement for Shell Downstream Inc.

During this web seminar, Allen provided a brief introduc-

tion to the ISM® CPSM® and CPSD™ certifications and provided

a number of reasons why supply chain professionals should

pursue and obtain credentials. He also provided examples of

how Shell Oil supports staff professional development activi-

ties, reviewed the current certification requirements and closed

with a Question and Answer session.

The WIL Group is presently working on a web seminar with

Maria Prince, vice president of Academy Sports + Outdoors, as

well as our next newsletter, Women Leading Supply.

If you are not already a member of our Group, and would like

to receive our newsletter and upcoming webinar announce-

ments, please contact Lolita Jenkins at ljenkins@ism.ws.

Submitted by Sheila Wolney

Group Chair

2013 Groups/Forums Excellence Award Recipients

Materials Management Group New York/New Jersey Forum

Services Group Southwest Forum

Group/Forum of the Year Recipient — New York/New Jersey Forum

11

ISM® Group and Forum Chairs

Groups Chemical Group Paul E. Kane, C.P.M., CPIM Eli Lilly & Company kane_paul_e@lilly.com www.ism.ws/sites/ Chemicalgroup Electronic Supply Management Group Vacant Federal Acquisition and Subcontract Management Group Lorena Mague, CPSM, C.P.M. Meggitt Defense Systems lorenamague@aol.com www.fasmg.org Healthcare Group Stephen F. Tambolas, CPSM, C.P.M. stambolas@comcast.net www.ism.ws/sites/ Medicalindustry Indirect/Services Group Fred Ledbetter, C.P.M. Norfolk Public Schools fredled1@yahoo.com www.ismservicesgroup.com

Logistics and Transportation Group Thomas L. Tanel, C.P.M., CCA tomtanel@msn.com www.mypurchasingcenter.com/purchasing/profiles/ism-logistics-transportation/about-us Materials Management Group Terry R. Volpel, CPSM, C.P.M. tvolpel@shaw.ca www.ismmmg.org Northeast Supply Management Group Bernard J. Hennessy, C.P.M. bjnessy@verizon.net www.nsmg.info Supplier Diversity Group Joan Kerr Pacific Gas & Electric Company J2Kw@pge.com www.ismsupplierdiversity.com Supplier Management Group Kevin Giblin McGraw-Hill Companies kevin_giblin@mcgraw-hill.com www.ism.ws/sites/ Suppliermanagement

Supply Chain Risk Management Group Cathy S. Herr, CPSM Eli Lilly & Company C.herr@lilly.com www.ismriskgroup. org Women in Leadership Group Sheila Wolney DSSI/Relativity Services swolney@directsourcing.com www.ism.ws/sites/wlg

Forums Hospitality Supply Management Forum Vacant New York/New Jersey Forum David Duprey david.g.duprey@lmco.com www.ismnynj.org Petroleum Forum Vacant Pharmaceutical Forum Kent Morsch, C.P.M. Bristol Myers Squibb kent.morsch@takeda.com www.ism.ws/sites/PharmForum

Southwest Forum Mary Walker, CPSM, CPSD, C.P.M., A.P.P. Marwil.walk@verizon.net www.ismswscf.org Steel Buyers Forum Anita Hain, C.P.M., A.P.P. SAF-HOLLAND USA, Inc. Anita.hain@safholland.com www.ism.ws/sites/steel/Officers.htm Utility Purchasing Management Group Forum Marlon Merritt Duke Energy marlon.merritt@duke-energy.com www.upmg.com

To access the list of officers for a

specific Group or Forum:

1. Go to www.ism.ws

2. Click on the Contact tab.

3. Scroll down and click on ISM Officers’

Directory.

4. Select a specific Group or Forum.

To access an ISM® Group or Forum

Website:

1. Go to www.ism.ws

2. Click on the Contact tab.

3. Scroll down and click on Group & Forum

Websites.

4. Select the Group or Forum of your choice.

Benefits of ISM® Group/Forum Membership

Conferences, workshops and seminars Sharing of best practices Sponsored workshops at the ISM® Annual International

Supply Management Conference Access to Group/Forum Websites and LinkedIn sites Web seminars and more!

Join an ISM® Group/Forum Now!

Complete the enrollment form on page 13 and return it to ISM®, or:

1. Go to www.ism.ws

2. Click on the Membership tab.

3. Click on Member Benefits.

4. Scroll down and click on Professional Groups and Forums.

5. Scroll down and click on To Group/Forum Enrollment Form.

6. Once you have completed the form, click on Send Form.

You will be added to the membership roster of the Group or

Forum you selected.

12

Chemical Group Supply management professionals from chemical, drug, pharmaceutical and allied product companies.

Electronic Supply Management Group Composed of members who have an inter-est in all types of supply management opportunities on the Internet.

Federal Acquisition and Subcontract Management Group Network on governmental control of the procurement and subcontract management process and members’ influence on its dominance.

Healthcare Group Purchasing and supply management for hospitals and other healthcare institutions; supply management professionals for man-ufacturers and distributors of healthcare products and services.

Indirect/Services Group Supply management professionals involved in the procurement of services and indirect materials. Promotes a focus on providing best practices information to its members.

Logistics and Transportation Group Composed of members who have transpor-tation or logistics services responsibilities.

Materials Management Group Promotes the proper use of the manage-ment of materials and services in the corpo-rate structure through training, education and professional promotion.

Northeast Supply Management Group Composed of members who have an inter-est in the interchange of ideas and knowledge that are specific to industries and commodities in the northeastern Unit-ed States.

About ISM®’s Groups and Forums

Supplier Diversity Group To educate and offer guidance regarding development and/or implementation of meaningful minority supply management programs providing business opportunities for minority- and women-owned firms.

Supplier Management Group Provides an educational network for com-munication among members who have formed or are forming supplier manage-ment organizations and gives them the opportunity to understand the strategies behind the formation of supplier manage-ment organizations and the direct compari-son of quantitative and qualitative data.

Supply Chain Risk Management Group Promotes increased understanding of the importance of risk management in supply chain management and provides infor-mation on approaches and techniques to help supply chain professionals improve their ability to manage risk.

Women in Leadership Group Provides an opportunity to educate mem-bers and companies on how to better de-velop and advance women within the sup-ply management profession.

Educators Forum Provides communication and networking opportunities among professors and instructors of supply chain management and related disciplines.

Hospitality Supply Management Forum Supply management professionals, includ-ing foodservice purchasing managers, in the hospitality sector.

New York/New Jersey Forum Represents members of ISM who are mem-bers of affiliates in New York and New Jersey.

Petroleum Forum Supply management professionals who work for refining companies and petroleum product producers.

Pharmaceutical Forum Composed of members having supply man-agement responsibility within the research-based pharmaceutical and biotech industry.

Southwest Forum Represents those members of ISM in the area encompassing Arizona, California, Colorado, Kansas, Louisiana, Nevada, New Mexico, Oklahoma, Texas and Utah, and is committed to providing the highest level of educational development opportunities to every purchasing and supply management professional within this geographic area.

Steel Buyers Forum Supply management professionals who work with the steel industry, steel buyers and local steel buyers’ groups to promote a better understanding of the steel buying function.

Utility Purchasing Management Group Forum Officers, managers and employees of gas and electric utilities who are directly involved in the supply chain.

GROUPS ISM® Groups are composed of members with common interests in education and networking. Group membership is open to all ISM regular and direct members.

FORUMS ISM® Forums are composed of members who are employed in a specific sector and come together for the sole purpose of exchanging information and ideas about supply management in that sector. Forum membership is limited. If you are interested

in volunteering for a

leadership position in

an ISM® Group or Forum,

please contact Jan Miller,

Vice President, Membership

at 800/888-6276,

extension 3113,

or via email at

jmiller@ism.ws.

13

ISM® Special-Interest Group/Forum Enrollment Form

Groups and Forums offer their members the opportunity to promote the interchange of ideas and discussion of mutual problems in their special area of interest. To become a member of a special-interest Group or Forum, mark an “X” by the category that best represents your industry.

ISM® Groups are composed of members with common interests in education and networking. Group membership is open to all ISM® Regular and Direct members.

ISM® Forums are composed of members who are employed in a specific sector and come together for the sole purpose of exchanging infor-mation and ideas about supply management in that specific sector. Forum membership is limited.

After submitting this form, your name will be added to the appropriate Group/Forum membership roster:

ISM® Member Number: ___________________________________

Mr. ____ Mrs. ____ Ms. ____ Dr. ____

First Name: _____________________________ M.I.: _____ Last Name: ______________________________________________

CPSM CPSD C.P.M. A.P.P.

Organization Name: __________________________________________ Business Title: __________________________________

Mailing Address: Business _____ or Home _____

Address:__________________________________________________________________________________________________

_________________________________________________________________________________________________________

City: ___________________________________ State: ________ Zip Code (+ four): __________________ -__________________

Telephone: _____________________________________ Fax: ______________________________________________________

Email:____________________________________________________________________________________________________

GROUPS

Chemical

Electronic Supply Management

Federal Acquisition and Subcontract Management

Healthcare

Indirect/Services

Logistics and Transportation

Materials Management

Northeast Supply Management

Supplier Diversity

Supplier Management

Supply Chain Risk Management

Women in Leadership

FORUMS

Educators

Hospitality Supply Management

New York/New Jersey

Petroleum

Pharmaceutical

Southwest

Steel Buyers

Utility Purchasing Management Group

Enrollment Options

Online — Go to the ISM® website (www.ism.ws) and select Membership — Member Benefits — Professional Groups and Forums — Group/ Forum Enrollment Form. Choose the Group or Forum you want to join, enter your ISM® ID Number and contact information, and then click on the Send Form button.

Complete this form — Mail: ISM® Membership Dept., 2055 East Centennial Circle, Tempe, AZ 85284 or Fax: +1 480/752-7890

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Come celebrate ISM’s 100th Anniversary

68th Annual Southwest Supply Management Conference

San Luis Resort, Spa & Conference Center

Galveston, Texas

November 12-14, 2014

Conference Information

Register Now!

2015 Affiliate Leadership Training Program

Phoenix, Arizona

May 1-2, 2015

Agenda

Register Now!

ISM2015 International Supply Management Conference

May 3-6, 2015

Conference Information

Register Now!

Upcoming Conferences/Events 2014 ISM Indirect Procurement Conference

December 3-4, 2014

Renaissance Phoenix Downtown Hotel

Phoenix, Arizona

Registration Information

Register Now!

83rd Annual UPMG Conference

Orlando World Center Marriott Resort

September 21-23, 2014

Conference Information

Register Now!

New York/New Jersey Forum Annual Conference

Millennium Hotel Buffalo

Cheektowaga (Buffalo), New York

September 26-27, 2014

Conference Information

Register Now!

New England Supply Chain Conference & Exhibition

Best Western Royal Plaza Hotel & Trade Center

Marlborough, Massachusetts

October 6, 2014

Conference Information

Register Now!