2018 Fall Conference Schedule

Innovating for Impact:  A World of Opportunities

NAEP-NE Annual Fall Conference Schedule (IN THE WORKS).  Check back frequently for updates to sessions.

Click here to register for the conference.  Members and Non-Members can register to attend sessions.

Sunday, October 21, 2018
11:00 a.m. to 3:00 pm. Sunday Stroll with Salem Food Tours – $42 pp Salem Food Tours, the original guided walking Food Tour in historic Salem, MA, are the perfect way to explore Salem.  Join host Karen Scalia and enjoy tastings at some of Salem’s best food shops and restaurants. Since 2012 our Tours bring history to life through the senses. As our guests say, “It’s like a roaming dinner party!” Enjoy chats with chefs, shop-owners, and fellow foodies. Learn about early colonial dinners, local history, and culture, as well as Salem’s illustrious maritime spice trades and more. With today’s culinary renaissance and Salem’s renowned food scene, locals and visitors on our Tours agree—Salem is truly a vibrant, fun, and delicious place to explore! We start with a spice tasting, the group learns about our illustrious spice trade history here in Salem. Warm cider served with freshly made croissants and sourdough bread from a local baker, dipping oils.
o Walk from waterfront area to downtown area, see Witch Trial Memorial.
o Stop for a Cheese Tasting.
o Stop at Salem’s Artists Row. Chowder and chili tasting.
o Stop at shops on Essex
o End with a wine tasting at Salem Wine Imports. The red wine will be paired with local chocolates.
Pricing: $42.00 per person / Meet at Salem Spice on Pickering Wharf, 75 Wharf St, Salem, MA We meet at Salem Spice on Pickering Wharf, 62 Wharf Street in Salem, at 11am sharp (I’ll be ready to receive them by 10.50am, so they are very much welcome to arrive at that time to check/settle in.)We suggest comfortable shoes and a lightweight tote for any purchases they might like to make. Our guests enjoy a 10% discount at some of the stops we make. We run rain or shine, so bring whatever they need to keep comfy, umbrella, etc. We end in the downtown area. Not sure if they are going to be dropped and picked up or if they would be walking back to their own cars. If they are bringing themselves, suggest they park at the Church Street West parking lot or at the Downtown Garage near the PEM so they are close to their cars when we finish.www.SalemFoodTours.com
11:30 a.m. to 3:00 p.m. Golf Tournament at Beverly Golf and Tennis Club
3:00 p.m. to 6:00 p.m. Attendee Registration
5:00 p.m. to 6:00 p.m. New Attendee Orientation
6:00 p.m. to 8:00 p.m. Welcome Reception
8:00 p.m. to 11:00 p.m. Social Networking Tradewinds Lounge
Monday, October 22
8:00 a.m. to 9:00 a.m. Breakfast
8:00 a.m. to 1:30p.m. Attendee Registration
8:00 a.m. to 2:30 p.m. Supplier Registration Exhibitor Set-Up begins at 8:00 a.m.
9:00 a.m. to 9:15 a.m. Welcome Remarks
9:15 a.m to 10:30 a.m. Tammy Rimes – Keynote Presentation:   How to Dazzle: Becoming MVP for Your Organization Would you win an “Oscar” for your performance? Doing a good job, and hoping to be noticed is not enough anymore. To be recognized and get the right opportunities, you need to be marketing yourself. Learn how to create a brand and market yourself and start “tooting your own horn!” Even government employees can discover the ways to market the value of their teams and contributions. Tammy will unveil creative ways to take a more active role in marketing your worth, expertise and contributions. Strive to be MVP for your organization!

Tammy Rimes is no ordinary government speaker…she’s got the stuff! This fiery redhead has real passion…real energy…and authentic stories that delight, entertain and educate audiences.

As a long-time government manager and former Purchasing Agent for the City of San Diego, Tammy faced the challenges of civil service, by performing a business process review, consolidating warehouse operations, centralizing all contracting operations, and setting high expectations for herself and teams, winning accolades for performance and customer service. In the private world, Tammy led a family business to success as one of the top-ranked wineries in San Diego County. She has experience in all three worlds – government, entrepreneurial and corporate sales.
No fluff here…straight talk from a person who has walked the walk.

10:30 a.m. to 10:45 a.m. Break
10:45 a.m. to 11:45 a.m. Session 1A:  Contract Management: Taking it to the Next Level, Tammy Rimes One of the most important – and often overlooked – part of the procurement process is contract management. This is where the real benefits happen. Learn the nuts and bolts of what makes a good specification and scope of work; Identify vulnerabilities and common problem areas; Discover ways to audit and monitor performance; View the contract from the vendor’s point of view and anticipate problems or issues; Unveil steps to prepare for the next contract and how to make it even better. Putting a contract in place takes a few months…managing a contract well can take you over the course of several years. That’s where the real value is gained in any contract.
10:45 a.m. to 11:45 a.m. Session 1B:  UMass Business Process Review Initiative, Thomas Hoole, Chief Procurement Officer, UMass Lowell Practical approach to understanding process improvement and conducting Business Process Review at the system, department or project level • Best practice steps to analyze workflows in preparation to move off a legacy system to cloud base ERP • Learn process improvement techniques to implement in your organization when trouble-shooting a workflow • Learn how to foster a continuous process improvement mentality • Learn how these techniques were used successfully across the UMass system and independently in departments. In today’s environment of driving constant improvement, efficiency and effectiveness in all we do, understanding and practicing process improvement is essential for all Procurement professionals. This dynamic interactive session takes an entertaining, yet practical and insightful look at Business Process Review (BPR). It will provide you with a new perspective and techniques to implement in your own organizations. In addition, it will demonstrate how this approach is successfully being utilized at the University of Massachusetts to look across multiple campuses to create process improvements that are manageable, more efficient, productive and impactful in helping to make the University more efficient and effective.
10:45 a.m. to 11:45 a.m. Session 1C: Designing a Cybersecurity Program, Lawrence Wilson, Chief Information Security Officer, UMass President’s Office Understanding how to Design a Cybersecurity Program

The presentation will include a discussion of the following:
• Why is Cybersecurity Important
• Building a Cybersecurity Program
• Adopting the NIST Framework
• Complying with Regulatory & Privacy Requirements (GDPR, etc.)

11:45 a.m. to 1:15 p.m. Lunch & NAEP/DI Updates Kevin Carr -NAEP 2nd VP BOD, Matthew Larson – NAEP District Representative, Melanie Freeman – Interim CEO NAEP
1:30 p.m. to 5:00 p.m. Supplier Showcase Grand Opening & Reception
2:00, 3:00, 4:00 Raffles in Exhibit Hall
4:00 p.m. to 5:00 p.m. Cocktail Hour at the Exhibition & Mystery Prize Drawing
6:00 p.m. to 10:00 p.m. Dinner Event:  Pirate’s Ball
9:00 pm to 10:00 p.m. Social Networking and Karoke
Tuesday, October 23
6:15 a.m. to 7:30 a.m. Early Morning – Fun Run / Walk
8:00 a.m. to 10:15 a.m. Attendee Registration
8:00 a.m. to 9:00 a.m. Breakfast & E & I updates Tom Fitzgerald and Janet Garabedian
9:00 a.m. to 10:00 a.m. Session 2A:   Federal Grant bidding requirements & Uniform Guidance, BJ Pivanka and Kristin Allen, UConn Procuring federal grants/uniform guidance? Learn about public bidding and what is required: An overview of Federal Grant bidding requirements and Uniform Guidance.
9:00 a.m. to 10:00 a.m. Session 2B:  Driving Innovation and Performance Through Diversity, Melanie Freeman, Interim CEO NAEP Diversity and inclusion are key drivers of innovation and are critical components of a successful work environment. Several recent studies show that employees who feel included are more likely to go above and beyond to accomplish their work, suggest new ideas, innovate new ways of getting work done and be supportive of one another. Diversity is crucial to encouraging different perspectives and ideas that foster innovation. It unlocks innovation by creating an environment where “outside the box” ideas are explored.

Diversity encompasses many areas that include gender, race, ethnicity, age, religion and disability. Demonstrating an inclusive workforce can help attract and retain top talent.

During this session, participants will discuss and practice methods that help create a culture which encourages innovation and performance.

9:00 a.m. to 10:00 a.m. Session 2C:  Contract Management build vs buy – what choice is right for you?  Presented by Mike McNamara, Northeastern University, Stacey Wikar, Mount Holyoke College and a CM Supplier Learn how two institutions worked with their schools and designed custom homegrown contract management systems to best meet their institution’s needs.  See a step by step walkthrough of the process and their systems.  Finally, hear from a supplier on the advantages and tools offered through a software solution and you can determine which option is best for your institution.
10:00 a.m. to 10:15 a.m. Break
10:15 a.m. to 11:05 a.m. Session 3A:  Combining Mail and Print Operations, Stonehill College, Greg Wolfe, Director of Purchasing and General Services In 2016, Stonehill College decided to drop the labor portion of Multi-function of Document Center Contract, using existing Mail Services personnel and maintenance contract to replace two full time vendor staff persons. In 2017 the Document Center was closed and moved to the existing Mail Services space. This saves the College $100,000 annually in contract and printing costs, eliminated the separate Document Center providing space for other needs, and was accomplished without increasing staff. This discussion includes working with Finance and IT staff to streamline operations, introduce policies designed to reduce overall printing at the College and to provide savings from existing contract without increasing existing staff in the now Print and Mail Services Department.
10:15 a.m. to 11:05 a.m. Session 3B: UMass Lowell Travel Program – Travel Booking & Duty of Care Driving Travel Program Compliance and increasing awareness around Duty of Care; presented by Rebecca Spanos, Payment Card and Travel Specialist, UMass Lowell Over the past few years, UMass Lowell has taken great efforts to improve and expand our Travel Program. While we know we don’t have all the answers, some of the questions we will address include: how is your Travel Program communicated to your campus? How do you drive compliance in a non-mandated culture? Does your travel program meet the needs for all of the different types of travel your university participates in? How are you providing duty of care when travelers are away from campus? What can you do to improve?
10:15 a.m. to 11:05 a.m. Session 3C:  Amazon Tsunami – Seek Higher Ground of eProcurement; Big or small, there is affordable eprocurement for visibility and control for all.  Presented by Mike Perno, Regional Manager ESM, Marge Dunehew, Hampshire College and Stacey Wikar, Mount Holyoke College “What to do about Amazon” is one of the hottest topics in higher education procurement. The entry of the e-commerce giant into higher education is like a tsunami for procurement departments. It is a force you ignore your peril.

Join us for this live webinar with procurement leaders from Mount Holyoke, and Hampshire College discusses how these schools surf the wave so to speak, leveraging Amazon for the benefit of their institutions.

Higher education presents challenges that are different than what Amazon has encountered in the consumer and commercial markets. HighEd procurement leaders have additional considerations for visibility & control, fraud exposure and prevention, logistics on campus, shipping & the mail room, tax calculations and exemptions, …and more!

11:15 a.m. to 12:05 p.m. Session 4A:  Effective and Efficient Asset Tracking / Introduction to Using RFID Technology, Jeff DiCiaccio, Director of Strategic Procurement, Harvard Medical School One of the most complex challenges universities face is efficiently keeping track of capital assets especially those that are purchased on sponsored funds which require a bi-annual inventory. Harvard has invested resources to investigate and is implementing the use of RFID* technology to more effectively and efficiently track assets. This session will cover the reasons why Harvard is utilizing RFID technology, the investigation process, the successes to date, and a live demonstration of how the technology works.
*Radio Frequency Identification
11:15 a.m. to 12:05 p.m. Session 4B:  Achieving Executive Sponsorship in Higher Ed Procurement:  Presented by Jeffrey Roy, Boston University Director of Sourcing Strategy and Randall Moore, Boston University VP and Chief Procurement Officer Often many sourcing initiatives fail due to a lack of executive sponsorship and limited engagement from business owners for managing spend across department lines. Boston University has made significant progress in controlling costs and maximizing resources by establishing an executive governance structure to provide sponsorship for key sourcing initiatives and by facilitating cross-functional teams to own spend categories.
12:15 p.m. to 1:00 p.m. Lunch Conference Recap & Updates and Updates and Welcome from the Massachusetts High Education Consortium, MHEC
1:00 p.m. to 2:00 p.m. General Session 5:  Josh Peach, Be Awesome; Schooldude Josh Peach: Are You Taking on the World or Taking up Space?  Attitude is almost everything.
Josh Peach walks through his own personal journey of frustration, denial, acceptance and ultimately action. Hear how Josh shifted from being an underperformer filled with negativity and excuses to not only an achiever but also a mentor to others. Josh shares his own life-changing “ah-ha” moment that took him through a powerful mindset and attitude transformation, all from one simple question asked to him by his own mentor; “Are you going to take on the world or just take up space?”
2:00 p.m. to 2:15 p.m. Break
2:15 p.m. to 3:10 p.m. Session 6A: Leader vs. Manager; Which One Are You?  Attendees self-reflection on their own Leadership or Management Style and the difference and importance of both. Leaders have followers, Managers have subordinates! So, are you a Leader or a Manager? The answer isn’t as easy as one might think. Do you know which form is more effective and why? Who are you managing or leading? Are they Millennials or Baby Boomers and why does that matter?

This session will walk you through the nuances of great leaders vs. great managers and why each form has its merits. Our goal is for attendees to self-evaluate their own style and walk away with knowledge of how they can improve performance from their teams.

Presented by Ken Wertz, Executive Director of the Massachusetts Facilities Administrators MFAA Association and Paul Anastasi, recently retired Facilities Operations Manager for the Newton Public Schools, Newton, MA.

2:15 p.m. to 3:10 p.m. Session 6B: MA Chapter 30B Overview presented by Natasha Bizanos, Senior Counsel, Regulatory Compliance Division of the Office of the Inspector General. MA State Purchasing Guidelines from the Office of the Inspector General – Helpful bidding practices for State Entities and for Private Organizations when using federal funds and state bidding practices need to be followed.
2:15 p.m. to 3:10 p.m. Session 6C:  Contract Provisions: The Good, the Bad and the Ugly. A better understanding of typical provisions in a company’s contract. The program reviews and explains the basic provisions in a company contract, providing an analysis of why certain language favors or does not favor educational institutions, including subjects as the contract term, termination, confidentiality, limitation of liability warranties, indemnification, arbitration and mediation, litigation, governing law, merger and authorized signatory.
3:20 p.m. to 4:15 p.m. Session 7A:  What the Future Looks Like for Energy Demands in New England, by Keith Sampson, Competitive Energy Services Understand the four key factors contributing to changing energy prices, including the ISO-NE Forward Capacity Market, the impact of constrained pipelines, winter weather, transmission charges, and the rise of renewables. This will include strategies and case studies from higher education institutions.

Though there’s no crystal ball, deep analysis of current conditions and an expert understanding of historical trends can allow us to predict what may happen in the New England energy industry’s future. In this presentation, Competitive Energy Services VP Keith Sampson will outline four key factors that contribute to the rise and fall of your utility costs—and the strategies and case studies other schools are utilizing to lower overall energy costs and risks.

3:20 p.m. to 4:15 p.m. Session 7B: Identifying Critical Contract Terms, Ralph Johnson, Amherst College


Understanding Key Risk Areas in Contracts and Deploying Strategies to Manage Them

This presentation outlines key contract areas to understand in depth in order to safeguard the best interests of your College or University. This presentation also outlines strategies to effectively manage these areas.

3:20 p.m. to 4:15 p.m. Session 7C:  Virtual Card Reality “Virtual (Card) Reality”: The session will cover the current trend towards the use of virtual card solutions.
Virtual card payments help colleges and universities create new revenue streams to fund critical initiatives by earning rebates on their payables while reducing processing costs. A virtual card is a payables solution that delivers the benefits of Purchasing Card combined with the efficiencies of ACH and the controls of a check. No plastic cards are distributed and Accounts Payable (A/P) maintains full oversight of the approval process. Built-in system controls minimize fraud or misuse and streamline reconciliation.
Virtual card payments are growing three times as fast as traditional Purchasing card because they deliver significant value including savings on payment processing, Lowest fraud rate of commercial products, Improved float
5:30 p.m. to 6:30 p.m. Dinner
6:30 p.m. to 8:00 p.m. Dinner Presentation, David Gross, Gordon College, The Salem Witch Trials David Goss is a historian and lecturer that specializes in the Salem Witch Trials. David is going to provide a glimpse into the life and the times during the Salem Witch Trials.K. David Goss, Director of Museum Studies and Scholar-in-Residence with the Institute for Public History.  Dr. Goss has over twenty-five years of professional work experience in museum administration, including roles as Director of Bicentennial Programs, Salem Maritime NHS, U.S. National Park Service; Director of Education, Peabody-Essex Museum; Museum Director, House of the Seven Gables Historic Site; and Executive Director, Beverly Historical Society, and Museum. He has done graduate work in museums and public history at Tufts and Boston Universities and is the author of several articles and books, including The Salem Witch Trials (Greenwood Press, 2007).
8:00 p.m. Business Meeting and Awards
8:00 p.m. Social Networking
Wednesday, October 24
7:15 a.m. to 8:45 a.m. Past President’s Breakfast
8:00 a.m. to 9:00 a.m. Breakfast
9:15 a.m. to 10:30 a.m. General Session 8:  Mitigating Risk with Supplier Management Best Practices, Sherry Gordon, Founder and President of Value Chain Group Understanding how an effective supplier risk management program can be built on existing supply management best practices.

Risks are embedded into every aspect of supply management. Procurement executives are in a unique position to address supply risks in every part of their jobs. The challenge is to ensure that identifying, assessing, and mitigating risks is actively addressed as part of supply management practices.

This session will address:

• Top risk trends and their impacts as a call to action
• How proactive supply management practices can help address supply risk
• Making supply risk management an integral part of supply management practices
• Building an effective supply chain risk management team

10:30 a.m. to 11:15 a.m. Closing Remarks