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Attendee Brochure

Attendee Brochure

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Attendee Brochure

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  1. Attendee Brochure April 25 – 27, 2012 Sirata Beach Resort, St. Petersburg NAEP Florida Region is excited to present information about our 2012 Florida Region Annual Conference & Vendor Trade Show! Please find below comprehensive information on registration for both the Conference and the Hotel, as well as our Agenda and other information that you may find interesting. Registration for the Conference Let’s start with the costs…as indicated in your ‘Save the Date’ letter, listed below are the rates for the Attendees, both NAEP members and non-members interested in attending. What does your registration include? Well, besides exciting sessions with topics such as changes in purchasing and how we do business, tools to help your end-users and vendors adapt, reducing risk and exposure for your entity, bonds and ensuring performance, vendor registration and compliance with Florida law, eProcurement, medical insurance reform and how it will affect your group medical insurance, purchasing process transformation solutions and new business tools and more; you are also cordially invited to the Wednesday evening Conference Kick-off, the Thursday afternoon Vendor Trade Show & Luncheon (including raffles & give-aways!) and finally, the Thursday Evening Event. Registration Rates: Members: Early Bird Registration: $150 After March 16: $200 Non-Members: Early Bird Registration: $250 After March 16: $300 For those of you bringing a guest or spouse who is not attending the Conference but would like to join in on the other festivities, we would certainly enjoy their company as well. There is a small fee for each of the events, to cover those costs that are already included in your own Attendee rate: Guest and Spouse: Wednesday Conference Kick-off: $ 45 Thursday Vendor Trade Show Luncheon: $ 45 Thursday Night Dinner: $ 45 If there are any special dietary requests or accessibility needs, please be sure to note this in your registration and we will do our best to see that these are taken care of. Continuing education credits will be awarded for all educational sessions. NAEP Florida Region 2012 Annual Conference & Vendor Trade Show April 25 – 27, 2012 St. Petersburg, Florida

  2. Attendee Brochure Registration via www.naepnet.org will take you step-by-step through the process and couldn’t be easier so please register now and get the Early Bird Rate because after March 16th it goes up…log on to the site, click on ‘Events’ and go to 4/25/2012 Event Code REG_FL_12. From this point on just follow the steps but if you run into a problem, don’t worry! There is a solution! ShauntéShelton-Slappy(email sshelton@naepnet.org or phone 443-543-5540x35541) is there to assist you in the registration process and is available to answer any questions about the process that you may have. There will be on-site registration for the Conference but we encourage everyone to register now because although the hotel may have still rooms available, the official cut-off for reservations is March 28, 2012, so you may not be guaranteed the NAEP Group room rate of $109. Also, after that same date no cancellations with refund will be accepted. Hotel Reservations OK, you’ve registered for the Conference but now you need to book the hotel. Well we’ve worked out a great deal for you…$109 per night, includes breakfast with your NAEP colleagues, free parking day and night, free internet access plus a 10% discount card to local outlets. Nestled among the soft, white sands of St. Pete Beach, Sirata Beach Resort & Conference Center welcomes you to a tropical retreat where you can sit back and relax or enjoy a vast array of activities on one of Florida's most beautiful beaches. Located at 5300 Gulf Blvd, St. Petersburg, Florida 33706, it is only 10 minutes from downtown St. Petersburg! Subject to availability, you also have the option to upgrade your room to Studio for $119 per night or to a Standard or Bayview Suite for $129 per night and the Hotel will even extend the room rates two days prior to the event, if you want to enjoy the St. Petersburg area before attending the Conference! All you need to do is phone 800-344-5999, identify yourself as part of the NAEP Group Block and you can reserve over the phone or they can send you a form via email or fax to fill in and return. To confirm reservations, a valid credit card must be given or 1st night’s deposit must be received 30 days prior to arrival; refunds possible up to 48 hours prior to arrival. To be guaranteed to receive the group rate you must make the reservation as part of the NAEP Group Block & you need to make the reservation before March 28, 2012. I hope that we’ve answered all of your questions, even those you didn’t realize you were asking! Please take a look further to see the Agenda for the Conference…but if you have any further questions, please contact Eric Money (email emoney@ufl.edu or phone 392-352-1331 x226) and he’ll be happy to find the answers for you. We look forward to seeing you and hope that you will enjoy the NAEP Florida Region 2012 Annual Conference & Vendor Trade Show! Continuing education credits will be awarded for all educational sessions. NAEP Florida Region 2012 Annual Conference & Vendor Trade Show April 25 – 27, 2012 St. Petersburg, Florida

  3. Attendee Brochure Agenda NAEP Florida Region 2012 Annual Conference & Vendor Trade Show Continuing education credits will be awarded for all educational sessions. NAEP Florida Region 2012 Annual Conference & Vendor Trade Show April 25 – 27, 2012 St. Petersburg, Florida

  4. Attendee Brochure Agenda (continued) NAEP Florida Region 2012 Annual Conference & Vendor Trade Show Continuing education credits will be awarded for all educational sessions. NAEP Florida Region 2012 Annual Conference & Vendor Trade Show April 25 – 27, 2012 St. Petersburg, Florida

  5. Attendee Brochure Continuing education credits will be awarded for all educational sessions. NAEP Florida Region 2012 Annual Conference & Vendor Trade Show April 25 – 27, 2012 St. Petersburg, Florida

  6. Attendee Brochure Continuing education credits will be awarded for all educational sessions. NAEP Florida Region 2012 Annual Conference & Vendor Trade Show April 25 – 27, 2012 St. Petersburg, Florida

  7. NAEP Florida Region 2012 Annual Conference & Vendor Trade Show April 25 – 27, 2012 St. Petersburg, Florida

  8. Attendee Brochure • Guest Speaker Biographies • NAEP Florida Region Annual Conference & Vendor Trade Show • Larry C. Giunipero, Ph.D., CPSD, CPSM, C.P.M. • Professor of Marketing & Supply Chain Management • Florida State University • College of Business, Marketing Department • Tallahassee, FL 32306-1110 • Phone: (850) 644-8224 • Email: lgiunipero@cob.fsu.edu • Website: www.cob.fsu.edu • ________________________________________ • Dr. Giunipero is a professor at Florida State University and teaches undergraduate and graduate level supply management, purchasing and other classes. Dr. Giunipero’s research interests and current projects include e-Purchasing technologies and applications, Supply Chain strategies, Global Sourcing Strategic Sourcing, e-Purchasing Reverse Auctions and Sourcing Optimization Purchasing Education & Training. He was instrumental in establishing the field of Purchasing within college programs nationwide via his work at FSU in establishing a purchasing program and related curricula as one of the first such programs in the nation. • Specialty: Purchasing / Materials Management • Selected Published Research • "Supply Management's Evolution: Key Skill Sets for the Supply Manager of the Future, International Journal of Operations and Production Management (with Handfield and El Tantawy) forthcoming. • "The Impact of Electronic Reverse Auctions on Purchase Price Reduction and Governance Structure: An Empirical Investigation", International Journal of Services Technology and Management (with Pearcy) forthcoming • "A Longitudinal Examination of JIT Purchasing Practices" International Journal of Logistics Management 16:1 pp. 51-70, 2005 (with Gopalkrishna, Chapman and Clark) • "Securing the Upstream Supply Chain: A Risk Management Approach" International Journal of Physical Distribution and Logistics Management, 34:9 pp.698-713, 2004 (with El Tantawy) • "The Intersection of Strategic Management and Supply Chain Management" Industrial Marketing Management, Vol.33, pp.51-56, 2004 (with D. Ketchen) Continuing education credits will be awarded for all educational sessions. NAEP Florida Region 2012 Annual Conference & Vendor Trade Show April 25 – 27, 2012 St. Petersburg, Florida

  9. Attendee Brochure Guest Speaker Biographies – Continued Lyn Shoffstall Bureau of Commercial Information Services Chief Florida Department of State, Division of Corporations 2661 Executive Center Circle Clifton Building P.O. Box 6327 Tallahassee, FL 32301 Phone: (850) 245-6862 Email: lshoffstall@dos.state.fl.us Website: www.sunbiz.org ________________________________________ Ms. Shoffstall is the Bureau of Commercial Information Services Chief for the Florida Department of State, Division of Corporations. The Division of Corporations serves as the state´s central location for a number of commercial activities that include a variety of business entity filings, trade and service mark registrations, federal lien recordings, judgment lien filings, uniform commercial code financing statements, fictitious name registrations, notary commissions, and cable and video service franchises. In doing so, the Division renders two broad functional services: (1) formalizes the legal standing of a business or activity by accepting and indexing the filing or registration, and (2) supplies information and certification regarding the filings and activities of record. Florida´s Division of Corporations is the most active corporate filing entity in the country. The Division of Corporations is by statute a ministerial entity. This non-regulatory nature has over the years created a positive climate for business organizations and is largely the reason why Florida leads the country in new business formations. Individuals and groups from all facets of life rely on the Division´s services. With a staff of 108, the Division maintains in excess of eight million records and annually performs approximately five million activities, including filing more than two million commercial documents and providing over a half million certification, authentication and copy services. The Division recognizes the importance of and enforces expedient and accurate processing of filings and certifications (48 hours turn-around-time) and maintains a 95% client satisfaction and approval rating. The website, Sunbiz.org, is the official business entity index. The Division of Corporations created and maintains sunbiz.org as an online public search mechanism to aid in fostering business activities. Since 1996 all documents and records have been imaged and placed on this website for ready access by all. Sunbiz.org is available worldwide, 24 hours a day, 7 days a week and processes over 240,000,000 events annually. First in the country to offer electronic filing and certification services, these user-friendly processes now account for 75% of the filing activities and 55% of the certification activities. Public information about corporations and other business entities filing activity protects consumers and businesses and ensures that commerce is conducted by properly registered business entities. Sunbiz.org serves as a deterrent to unscrupulous business practices and is used by law enforcement, business entities, and citizens as a resource to locate businesses operating in Florida. The Secretary of State is recognized nationally and internationally as the "keeper of records" and the authenticity verification official. The Division of Corporations´ location in the Department of State instills confidence, encourages investments, and drives business activity. Continuing education credits will be awarded for all educational sessions. NAEP Florida Region 2012 Annual Conference & Vendor Trade Show April 25 – 27, 2012 St. Petersburg, Florida

  10. Attendee Brochure • Guest Speaker Biographies – Continued • Ralph Maier • Executive Director of Contracts for the Southeast Region • Educational & Institutional Cooperative Services (E&I) • Phone: 610-279-1475 • Cell: 267-207-9338 • Email: rmaier@eandi.org • Web: www.eandi.org • ________________________________________ • Mr. Maier is the Executive Director of Contracts for the E&I Purchasing Cooperative with direct responsibility for the contracting team. Mr. Maier also has the responsibility for contract adoption in the Southeast working collaboratively with Michael Einhorn, the Regional Member Relations Executive. Mr. Maier joined E&I in June, 2010 and has over 27 years of Higher Ed procurement experience. Prior to joining E&I, Mr. Maier was the Chief Procurement Officer at the University of Pennsylvania with responsibility for purchasing, travel, publications and mail services. In addition, Mr. Maier led the organizations strategic sourcing, eprocurement, supplier diversity, and business process redesign initiatives. While at UPenn, Mr. Maier served on the E&I Board of Directors and Chaired the E&I Strategic Sourcing Committee. • Mr. Maier has presented at numerous regional and national Higher Ed Procurement conferences. Prior to joining UPenn, Mr. Maier worked at Johnson & Johnson Incorporated in procurement, manufacturing and logistics. • Michael Einhorn • Member Relations Executive • Educational & Institutional Cooperative Purchasing (E&I) • Phone: 954-385-8737 • Cell: 954-873-1276 • Email: meinhorn@eandi.org • Web: www.eandi.org • ________________________________________ • Mr. Einhorn is the Member Relations Executive for E&I Cooperative Purchasing and has been with E&I for over 12 years. He is responsible for the AL, FL, GA, and MS region. Part of his responsibility is also to educate members on new contracts available. Over the last year, he has been working collaboratively with Ralph Maier, the Executive Director of Contracts to work with members on contract adoption. He has been an integral part of E&I’s substantial contract usage growth from over $240 million in contract usage revenue in 1999 to over $1.4 billion in revenue in 2010. He has brought his knowledge and experience in consulting with members to help them bring substantial savings to their institutions through utilizing E&I contracts and services. He graduated from Hofstra University with a Bachelor of Arts in 1988. Prior to joining E&I, he was an Account Manager with the Tab Products Company. Continuing education credits will be awarded for all educational sessions. NAEP Florida Region 2012 Annual Conference & Vendor Trade Show April 25 – 27, 2012 St. Petersburg, Florida

  11. Attendee Brochure • Guest Speaker Biographies – Continued • Leslie Vallie, CPPO • Chief Executive Officer, PPG Consulting Service, LLC • 6165 Lehman Dr., Suite 205 • Colorado Springs, CO 80920 • Phone: 303-875-4352 or 719-232-0488 • Fax: 720-981-9587 • Email: ppg@consultant.com • Website: www.ppgconsultant.com • ________________________________________ • Mr. Vallie is a professional speaker, facilitator, trainer, procurement and business improvement consultant. He focuses on training seminars, strategic planning, government procurement and contracts consulting, contract claims resolution, and construction project management. Mr. Vallie has worked extensively with the public and private sectors, including educational, school districts, federal and local governments. He worked for many years for the federal government holding numerous positions as Contracting Officer, Policy/Claims Advisor, Construction, Service and A/E Contracting Chief, and Executive Director of Procurement & Contracts where he negotiated contracts, developed implementation strategies, wrote policy, resolved claims issues, developed curricula, and handled operational issues that ranged from day-to-day supervision to legal matters. • His education background includes: BA Finance\Accounting, BA Government Contracting, MS Contract Management Cert. George Washington University, and over 800 hours continuing Education in Finance, Management, Accounting, and Acquisition. • Mr. Vallie is also the author of the following books and continuing education course materials: • Revenue Generating Contracting • Improving Procurement’s Image • Change Management • Construction Contract Management • Contract Development • Doing Business with the Government • Purchasing Under Grants and other Federal Programs Continuing education credits will be awarded for all educational sessions. NAEP Florida Region 2012 Annual Conference & Vendor Trade Show April 25 – 27, 2012 St. Petersburg, Florida

  12. Attendee Brochure Guest Speaker Biographies – Continued Allan Paul “Al” Waters, CPCU, CLU, ARM, AIC Vice President and Senior Consultant Siver Insurance Consultants 805 Executive Center Drive West, Suite 110 St. Petersburg, FL 33702-2407 Tel: 727-577-2780 Fax: 727-579-8692 Email: awaters@siver.com Website: www.siver.com ________________________________________ Mr. Waters received his B.S. in Accounting from the University of Tampa in 1968. He has been in the insurance/risk management industry since 1966. He worked as a Commercial Insurance Underwriter and Supervisor for major insurers from 1966 to 1976. He worked as a Risk Management Consultant for E.W. Siver and Associates, Inc. independent risk management/employee benefits consulting firm from 1976 to 1978. He worked at Waters Risk Management from 1978 to 2008. He currently works as a senior risk management consultant for E.W. Siver and Associates, Inc. independent risk management/employee benefits consulting firm since September 2008. Theresa Conley, MPA, RHU, GBA Senior Consultant, Siver Insurance Consultants 805 Executive Center Drive West, Suite 110 St. Petersburg, FL 33702-2407 Tel: 727-577-2780 Fax: 727-579-8692 Email: tconley@siver.com Website: www.siver.com ________________________________________ Ms. Conley is a senior consultant for employee benefit services and risk management retainer activities as well as health claims auditing. She graduated from the University of South Florida in December 2010 with a Master in Public Administration. She graduated from the University of Florida in May 2004 with a Bachelor of Arts in Business Administration. She holds a Florida 215 Health, Life and Variable Annuities License. She received the Registered Health Underwriter (RHU) designation from the American College in 2007. She received the Group Benefits Associate (GBA) designation from the International Foundation of Employee Benefits and the Wharton School of the University of Pennsylvania in September 2009 as three parts of the Certified Employee Benefits Specialist (CEBS) designation. She is continuing to pursue and currently enrolled in additional courses to complete the CEBS designation. Ms. Conley has been a consultant with Siver Insurance Consultants since 2007. She has three years prior experience with human resources, workers compensation and health programs including: group medical insurance, group dental insurance, life and Accidental Death & Dismemberment Insurance (AD&D) and short-term disability programs. Her human resources experience includes management of the benefit programs and enrollment process for over four hundred employees. Her health insurance experience includes claims processing experience. Continuing education credits will be awarded for all educational sessions. NAEP Florida Region 2012 Annual Conference & Vendor Trade Show April 25 – 27, 2012 St. Petersburg, Florida

  13. Attendee Brochure Guest Speaker Biographies – Continued James “Jim” Marshall Jr., CPCU, ARM, JD President and Senior Consultant, Siver Insurance Consultants 805 Executive Center Drive West, Suite 110 St. Petersburg, FL 33702-2407 Tel: 727-577-2780 Fax: 727-579-8692 E-mail: jmarshall@siver.com Website: www.siver.com ________________________________________ Jim Marshall is the President of, and a senior consultant with, Siver Insurance Consultants, an independent insurance consulting firm with a substantial public entity practice. Mr. Marshall is a graduate of the University of Florida (B.A. with honors, 1964) and a graduate of Stetson College of Law (J.D., magna cum laude and valedictorian, January 1977). Mr. Marshall holds the Chartered Property & Casualty Underwriter designation (CPCU) from the American Institute for Property and Liability Underwriters, Inc. and the Associate in Risk Management designation (ARM) from the Insurance Institute of America. His professional memberships include membership in the Society of Chartered Property & Casualty Underwriters, the Society of Risk Management Consultants, the Florida Bar, and the American Bar Association. A substantial amount of Mr. Marshall’s practice at Siver consists of assistance in the drafting of insurance and risk management provisions in construction and other contracts, the interpretation of insurance contracts (including the impact of case and statutory law and custom and usage of the industry on such contracts) for government, private enterprise and individual clients. He also provides litigation services as a consultant or expert witness and, as such, has been retained in connection with a number of high profile cases. Continuing education credits will be awarded for all educational sessions. NAEP Florida Region 2012 Annual Conference & Vendor Trade Show April 25 – 27, 2012 St. Petersburg, Florida

  14. Attendee Brochure Guest Speaker Biographies – Continued Alberta L. “Ali” Adams, JD Attorney-At-Law, Mills Paskert Divers, P.A. 100 North Tampa St., Ste 3700 Tampa, FL 33602 Phone: (813)229-3500 Fax: (813)229-3502 Email: aadams@mpdlegal.com Web: www.mpdlegal.com ________________________________________ Ms. Adams has over sixteen years of commercial litigation experience, handling matters in state and federal court, and in arbitration. Her primary areas of practice are in surety, construction defect, bankruptcy, employment liability, and general commercial litigation. She possesses Martindale-Hubbell's AV rating, its highest rating for professional competence and ethics. Ms. Adams graduated from Florida State University in 1990 with a bachelor's degree in Political Science. She then attended Tulane Law School, where she graduated magna cum laude and Order of the Coif in 1993. While at Tulane, Ali served on the Moot Court Board. Ms. Adams has handled all aspects of construction defect and surety claims. Her experience includes the negotiation of tender and takeover agreements; negotiations with completion contractors; default, contract balance and recovery issues in the context of contractor bankruptcies; litigation with owners; indemnity and third party recovery actions; including actions against design professionals; and defense of payment bond claims. She has handled defaults on public and private projects ranging in size from $100,000.00 to $75 million. She further has significant experience in dealing with public bodies such as the United States Army Corps of Engineers, departments of transportation and development, housing authorities, dock boards and port authorities, school boards, and state universities. She is admitted to the United States Court of Federal Claims. Ms. Adams's practice also includes significant bankruptcy experience representing creditors in pursuing secured claims, securing DIP financing, representing competing plan proponents, litigating plan issues, defending preference actions, lifting the automatic stay and protecting cash collateral, and litigating adversary proceedings, including objections to discharge ability. Ms. Adams's employment practices experience includes the defense of age and gender discrimination and wrongful termination claims, and enforcement of employee non-competition agreements. Ms. Adams has also handled a wide-range of commercial disputes including lease disputes, partnership dissolution, and agent misrepresentation claims. In addition to her commercial litigation practice, Ms. Adams has provided pro bono legal service to children in abuse and neglect cases for over ten years. In 2006, Ms. Adams joined Mills Paskert Divers P.A. Her practice includes construction, fidelity and surety, employment practices and general commercial litigation, and bankruptcy. In 2008, Ms. Adams was selected to be one of only 25 attorneys admitted to the ABA Tort & Insurance Practice’s Leadership Academy. Continuing education credits will be awarded for all educational sessions. NAEP Florida Region 2012 Annual Conference & Vendor Trade Show April 25 – 27, 2012 St. Petersburg, Florida