Case Study Track

Case Study Track

All sessions are in Central Standard Time (CST)

Sunday, August 25


Valuing Your Community: Ten Takeaways for Best Value in Your Organization

  •   Sunday
  • 2:00 PM - 3:15 PM
  • Level - Intermediate
  • Track - Case Study
  • Speakers - Jan Siderius and Mike Thornton, CPPO

As public procurement professionals, we select suppliers to provide services, commodities, and construction for our communities. By the very nature of our role—determining which suppliers are successful and which are not—we have the power to substantially contribute to our community’s goals. Key to a successful outcome are the methodologies we undertake to source them; Public buying is evolving to Best Value multi-criteria decision making. How do you encourage suppliers to consider your community goals, such as protecting the planet, clean energy, water, research, education and an inclusive labor force with reduced inequality? How to balance with technical merit, experience of staff assigned, and after-sales? How can you set fair and objective award criteria and ensure effective competition at the same time? How do you establish a practical approach to a multi-criteria, not just price, approach to selecting suppliers in line with community’s goals? Join us as we explore how an eProcurement platform can contribute to your communities’ best value approach in a supplier-practitioner lecture-led session.


Monday, August 26


You Inherited A Mess: 10 Ways to (Re)Develop A Compliant Procurement Organization

  •   Monday
  • 1:45 PM - 3:00 PM
  • Level - Beginner
  • Track - Case Study
  • Speakers - Ireyan J. Clark-Sam, JD and Shannon Pleasant, CTPM

During your professional career, you will undoubtedly encounter rough situations as “the new person in charge.” Just because you inherited a mess, however, doesn’t mean you have to leave it that way. Join us as we explore how you can interweave step-by-step action plans to (re)establish a compliant public procurement organization, exploring how change management, training, transparency, accountability, compliance, and cooperative endeavors can propel you forward in this interactive session.

Influencing Solutions: Leveraging Amazon Business to Solve Peer Problems

  •   Monday
  • 3:15 PM - 4:30 PM
  • Level - Beginner
  • Track - Case Study
  • Speaker - Danielle Hinz, CPPO, C.P.M. and Michael Levin

Your end users are buying on Amazon, but do you know what they’re buying? Knowing that public sector entities need to ensure compliance and transparency in their procure-to-pay processes, Amazon Business provides a solution to ensure your end users buy what they need from whom you want them to buy in the most efficient way possible. Join us as we dive deep with Local Government & Education entities that are driving greater value through compliance, cost savings, and visibility, exploring how leveraging Amazon Business in your entity can help you overcome key procurement challenges; improve spend visibility, operational efficiency, and contractual compliance; and convince end users to adopt this innovative system, fostering, evaluating, and facilitating pro-active solutions in this hybrid supplier-practitioner panel session.


Tuesday, August 27


The Scrappy Pursuit of Procurement Excellence in the Concrete Jungle

  •   Tuesday
  • 9:45 AM - 11:00 AM
  • Level - Beginner
  • Track - Case Study
  • Speakers - Mike Cook, Mersida Ibric, and Ryan Murray

Let’s face it, few people love procurement as much as you do. Most others just want the process to be easy and quick, so they can get on with their core business. It’s time for a complete reset and barriers to doing business with government must be removed. Discover how the Big Apple’s civic reformers built the case for change, then launched and now maintain momentum on its multi-year transformation initiative, the Procurement and Sourcing Solutions Portal (PASSPort). Join us and learn how a few New Yorkers leveraged experience-design, best-in-class technology, people and change management techniques, and ‘whatever-it-takes’ grit to tackle decades-old issues in a highly regulated, paper-based, $20B procurement ecosystem. 

Procurement Transformation: Modular Tools for Faster Results

  •   Tuesday
  • 1:45 PM - 3:00 PM
  • Level - Beginner
  • Track - Case Study
  • Speaker - Omar Salaymeh

Procurement teams across the world are increasingly realizing that paper-based processes are no longer sustainable. Even as more organizations adopt digital bid and RFx submission tools, more is needed to support compliance and transparency across disconnected departments, multiple locations, and evaluations from various stakeholders. As the pace of digitization accelerates, where should procurement teams who are new to the eProcurement landscape even begin? Join this conversation to learn how three procurement leaders tackled this question at their own organizations. Hear why they opted for modular, cloud-based solutions over traditional procurement suites, and gain insight into how they were able to ensure fast implementation times, unlock a quick return on investment, and achieve benefits such as automated compliance and audit tracking, and high user adoption and engagement. Attend this session to hear their firsthand perspectives on the transformative impact that eProcurement solutions can have on the procurement function.

Contract Compliance Program: The Lost Child of Procurement

  •   Tuesday
  • 3:15 PM - 4:30 PM
  • Level - Intermediate
  • Track - Case Study
  • Speaker - Lloyd Windle II, C.P.M., CPPB

Recently, the City of Tucson implemented its CAMP (Contract Administration and Management Program) initiative on a city-wide level. Designed to close the gap between contract formation, contract management, and post-contract compliance, the program engages the cradle to grave procurement function across all department levels of the city, exploring how we as stewards of the public trust can better partner with the internal customers (departments) and external customers (suppliers) to reduce potential risks in post award contract management. Discover what market and entity-specific research is critical to the success of your procurement and compliance program, identifying real and potential challenges with pro-active resolutions, in this results-oriented, interactive lecture-styled session.


Wednesday, August 28


Rethink Your Template: A Collaborative Working Session For RFx Templates

  •   Wednesday
  • 8:30 AM - 9:45 AM
  • Level - Intermediate
  • Track - Case Study
  • Speaker - Liam Dorpalen-Barry

RFx templates are the bread-and-butter tactic we use to standardize solicitations, but rarely do we work together as a community to help each other not repeat our recurring template mistakes. Discussing the shared issues we typically have with template documents, join us as we provide practical, impactful revisions to the common problems public procurement professionals encounter with RFx templates in this hands-on, workshop-styled session. Please Notes: To receive the best learning experience, attendees are asked to bring a copy of their procurement templates for review and self-analysis during this workshop session.