ISM Online Course Offerings

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1 CERTIFICATION (CPSM and CPSD ) ISM Online Course Offerings 3968 Bridge Review Online Course 21 CEHs This course is designed as a review for current C.P.M. holders as part of their preparation for taking the Bridge Exam. It is intended to enable candidates to assess the knowledge they have acquired through education and experience against the content areas covered by the Bridge Exam. It is not intended for those planning to take the full CPSM Exams. In this course, participants will gain an understanding of the CPSM programs and of the breadth of content covered in the CPSM Exam. The course contains content for all tasks for the Bridge Exam. Content for this course includes CPSM Exam Specification exam outlines, CPSM study guide materials in an electronic format, question format and types and supplemental content developed by content This supplemental content will provide candidates additional content for those tasks that may have more questions on the exam CPSD Online Review Course 10 CEHs The CPSD Online Exam Review course is for candidates who are preparing for the CPSD Exam. Participants get a review of content across the complete CPSD Exam Specification. In this course, participants gain an understanding of the CPSD Program and of the breadth of content covered in the CPSD Exam. The course includes an electronic CPSD Exam Specification outline, CPSD content and sample test questions developed by subject- matter 3970 CPSM Exam 2 Online Course 10 CEHs The CPSM Exam 2 Online Course is for candidates who are preparing for the CPSM Exam 2. Participants get an in- depth review and assessment of the material in the CPSM Study Guide by tailoring their course to their specific study needs. In this course, participants will gain an understanding of the CPSM program and of the breadth of content covered in the CPSM Exam. The course includes an electronic CPSM Exam Specification exam outline, CPSM Study Guide materials, sample test questions, case studies and bonus supplemental content developed by subject- matter 3969 CPSM Exam 1 Online Course 10 CEHs The CPSM Exam 1 Online Course is for candidates who are preparing for the CPSM Exam 1. Participants get an in- depth review and assessment of the material in the CPSM Study Guide by tailoring their course to their specific study needs. In this course, participants will gain an understanding of the CPSM program and of the breadth of content covered in the CPSM Exam. The course includes an electronic CPSM Exam Specification exam outline, CPSM Study Guide materials, sample test questions, case studies and bonus supplemental content developed by subject- matter 3971 CPSM Exam 3 Online Course 12 CEHs The CPSM Exam 3 Online Course is for candidates who are preparing for the CPSM Exam 3. Participants get an in- depth review and assessment of the material in the CPSM Study Guide by tailoring their course to their specific study needs. In this course, participants will gain an understanding of the CPSM program and of the breadth of content covered in the CPSM Exam. The course includes an electronic CPSM Exam Specification exam outline, CPSM Study Guide materials, sample test questions, case studies and bonus supplemental content developed by subject- matter $49 / $ CPSM Train- the- Trainer (T3) Online Course 14 CEHs This course will provide you with an understanding of the CPSM program and introduce you to the CPSM Courseware that ISM developed for you to use in offering CPSM review courses for candidates planning to take the CPSM Exam. $99 / $99 ADR- ISM Supply Management Consulting (Shanghai) Co., Ltd. 1

2 CONTRACTING AND LEGAL TOPICS Agency Law 2 CEHs This course covers the body of law that allows supply professionals to do their jobs without incurring personal liability. It discusses the basic principal- agent relationship, the rights and obligations of the parties in that relationship, and how the supply professional can best protect that relationship and thus avoid personal liability Antitrust Law 1 CEH Antitrust law is of critical importance to those in supply management. This course describes the four antitrust laws and discusses the specific activities potentially affected by each Beyond the Basics of Contract Writing 7 CEHs This course is designed for experienced professionals who desire to increase their skills and knowledge of how to analyze and draft various types of contracts. Participants should have fundamental knowledge of business contracts, purchasing law, and the UCC prior to attending this seminar. You will learn how to analyze various types of contracts, including capital equipment, services, design work, construction, etc., and how to protect your organization from common contract pitfalls Contract Obligations 2 CEHs Once a legally enforceable contract has been formed, it imposes certain obligations on the contracting parties. This course explores the obligations that are established, either by law or contract language, when parties enter into a contractual relationship Contracting Formalities 2 CEHs Even after the basic requirements of contract formation have been met, the law sometimes imposes additional conditions before a contract can be enforced. This course discusses when law requires written documentation of a contract as well as several concepts related to the actual contents of a contract, both within and outside of any written documentation How the US Legal System Affects Supply Management 2 CEHs This course covers the US legal system, including the distinctions between criminal and civil law, the relationship between federal and state law, and the concept of alternative dispute resolution (ADR). It also addresses the laws that affect supply management most directly contract law as reflected in the common law, the Uniform Commercial Code, and the U.N. Convention on Contracts for the International Sale of Goods (CISG) as well as a number of federal laws that may come into play with some contracts Intellectual Property Law 1 CEH Many transactions between contracting parties in the commercial setting involve issues surrounding intellectual property (IP). This course provides a basic tutorial of IP law, including discussion of the three types of IP and how each is protected under the law Legal Ramifications of Electronic Commerce Other Contracting Considerations 1 CEH The advent of electronic methods of communication has substantially changed the way we exchange information. This course discusses the legal issues that can arise from the use of electronic commerce as well as the laws adopted to address these issues. 1 CEH This course covers various defenses that may arise during the formation of a contract and may be used by one party to avoid the enforcement of a contract even when it looks as though all the requirements of contracting have been met. The course also addresses two somewhat unique contracting situations term contracts and contracts with independent contractors Remedies for Breach of Contract 2 CEHs The value of establishing a legally enforceable contract is that it allows an injured party to recover money damages or other relief if the contract is breached. This course discusses the concept of breach of contract and the remedies available to the non- breaching party, including remedies arising either by law or contract language. It also addresses the use of limitation of liability clauses and the use of indemnification clauses to protect either the purchasing organization and/or the supplier Termination of Contracts & Excuses for Non- Perform 1 CEHs This course addresses contracting parties ability to end the contract before it is fully performed, either by law or contract language. It also covers a variety of legal defenses that may excuse a party s non- performance of a valid contract or prevent the enforcement of such a contract through the court system The Basics of Contract Formation 2 CEHs The common law, the Uniform Commercial Code and the U.N. Convention on Contracts for the International Sale of Goods (CISG) all have something to say about contract formation. This course is all about what it takes to create a legally enforceable contract offer, acceptance, consideration, lawful purpose and competent parties. ADR- ISM Supply Management Consulting (Shanghai) Co., Ltd. 2

3 Warranties & Product Liability 2 CEHs Warranties may be a part of the obligations of a supplier of either goods or services as a result of law or contract language. This course addresses the concept of warranty and its legal sources. The course also covers product liability and its relationship to warranties as well as important considerations for the supply professional with regard to product liability. COST AND PRICE ADR10 Cost Analysis 1.5 CEHs Shift the balance of power between sourcing and supplier in your favor. This course provides a structured approach to analyzing supplier cost structures and how to apply this knowledge for tactical and strategic advantage. You will also learn elements of a Purchase Price Cost Analysis (PPCA), and how it is used to analyze supplier costs versus the selling price Cost Analysis: Review 7 CEHs Learn to differentiate between cost and price. Recognize when to use cost analysis for assessing the reasonableness of price. Expand your understanding of the role of cost in determining price. Examine elements of the cost analysis process. Explore supplemental tools of cost analysis. Analyze and review a case study in the application of cost analysis Cost Reduction Toolbook 7 CEHs This course is designed to assist new and experienced supply management professionals to perform tasks more strategically and efficiently. Topics covered in this course include: understanding financial principles, identifying process mapping opportunities, managing differences between value analysis (VA) and value engineering (VE) projects, identifying and applying forecasting methods, and seven tools for improving operations and supply or value chain efficiencies Introduction to Cost Analysis 1 CEH Learn to powerfully impact your bottom line by using Cost Analysis to Concepts identify opportunities and improve supply decisions Introduction to Price Analysis 1 CEH Learn to powerfully impact your bottom like by using Price Analysis to Concepts identify opportunities and improve supply decisions. ADR4 PACE and Supply Market Analysis 1.5 CEHs Learn the Pace lifecycle theory of price and cost evolution. This course will give you tools to analyze the dynamics and forces driving your supply markets and provide ways to lower your total cost for purchased goods and services. ADR9 Price Analysis 1.5 CEHs How can you tell if prices are fair, reasonable and competitive? Price Analysis is designed to help you understand and apply price analysis methodologies. These include comparative and price list analysis, and the distinction between price analysis, cost analysis and methods for assessing price competitiveness 3958 Price Analysis: Review 7 CEHs Learn to differentiate between price and cost and when to use price analysis for determining the reasonableness of price. Expand your understanding of pricing theory and the competitive process. Learn when competitive bidding works well and when it doesn't. Explore the hierarchy and techniques of price analysis and what it means to obtain a ""fair and reasonable price."" Finally, review four supplementary tools of price analysis Using Total Cost of Ownership 1 CEH Learn to powerfully impact your bottom line by using Total Cost of Ownership (TCO) to improve supply decisions. $79 / $119 $79 / $119 $79/$119 FINANCE AND ECONOMICS 3967 Report on Business 3 CEHs Learn how ISM's Report on Business is created, how to read it, what the indexes mean, where the data comes from, and how to apply the data to your supply chain plan. ADR13 Supplier Financial Analysis Planning & Data 2 CEHs Learn how to plan a supplier financial analysis including data gathering strategies. Beginning with an introduction to supplier financial analysis, the course focuses on the use of analytic strategies to identify key financial assessments, determine information needed and identify sources of information. ADR12 Supplier Financial Analysis Ratio Analysis 2 CEHs Understand how ratio analysis is used in a supplier financial analysis. This course will help you understand how to apply these concepts to a supplier financial statement. The course also addresses the use of relevant and key financial ratios, descriptions, calculations and their meanings. ADR- ISM Supply Management Consulting (Shanghai) Co., Ltd. 3

4 INTERNATIONAL ADR8 Global Sourcing Analysis 2 CEHs This course provides supply professionals with a global sourcing process and various tools to guide a global sourcing initiative. Participants will focus on the five- phase sourcing process adapted to global sourcing and elements within a global sourcing analysis. ADR6 Introduction to Global Sourcing 2 CEHs Global sourcing comes with many different risks and challenges, yet opportunities abound. This introductory course is designed to help supply professionals understand the concepts of global sourcing, associated risks, motivations, complexities, barriers and cost drivers. INVENTORY MANAGEMENT AND WAREHOUSING 3962 Best Practices of Indirect Materials and Services (MRO) 10 CEHs This course establishes a baseline for traditional MRO management while exploring the dramatic impact of technology, from the Internet to outsourcing. Learn auditing and measurement techniques from industry and government best practice examples and identify service improvement opportunities, and direct and administrative cost reduction strategies. Examine new trends resulting from the changing roles of distributors and original equipment manufacturers, and the emerging strategies of Third Party Providers. Finish the course with insight to the methods that are being used successfully by innovative enterprises to accomplish savings. MANAGEMENT AND PERSONAL DEVELOPMENT, COMMUNICATION 3964 Career Center This course was developed as a precursor for individuals who want more information about the Career Center before accessing ISM's web site. The Career Center online course also offers online help and detailed explanations of how the Career Center works. NEGOTIATIONS 3956 Progressive Concepts in Negotiation 10 CEHs In learning the negotiation process there are studies that go beyond the basic learning of the stages and how to execute them. These topics provide the learner with additional knowledge that will allow them to advance their implementation of the process to a higher level. Subjects include negotiation styles and why they are important, how you use a BATNA to your greatest advantage, how you handle difficult situations and difficult people and how you deal with strategic relationships and cultural issues The Negotiation Process 7 CEHs Negotiation is a process, not an event. It consists of many steps or stages. Each one has its own critical importance and all are relevant to the overall success of those involved. This course touches on all of them and focuses on the preparation required, the key elements in every negotiation, the management of the actual meetings and the completion phase. PROJECT MANAGEMENT 3966 Project Management 7 CEHs The goal of this course is to provide an overview of project management, show how project management could be used in procurement situations in the complex areas such as capital equipment, outsourcing, and services. Participants can apply templates to their current and future projects. PUBLIC SECTOR 3900 Integrating Commercial Practices With Government Business Practices 24 CEHs This course was developed through a partnership between the Institute for Supply Management (ISM) and the National Contract Management Association (NCMA). This first program will help participants: 1. Understand commercial procurement 'best practices' 2. Compare and contrast commercial practices with government practices 3. Share a team appreciation for how the integration of commercial procurement 'best practices' into government procurements can improve the productivity of the integrated procurement team. $109 / $109 ADR- ISM Supply Management Consulting (Shanghai) Co., Ltd. 4

5 3901 Performance- Based Service Acquisition 24 CEHs This educational opportunity challenges learners to participate proactively in the planning, development, and execution of a performance- based service acquisition (PBSA). Performance- based service acquisition is a major initiative of the Federal Government. This initiative is intended to bring about practical acquisition reform throughout the Federal Establishment. $109 / $109 SERVICES PURCHASING 3946 Performance Based Service Procurement 14 CEHs Participate in the planning, development, and implementation of performance- based service procurement. Focusing on both non- manufacturing and manufacturing related service procurement, PBSP offers procurement professionals an opportunity to engage in best- value contracting, utilize effective partnering arrangements, establish innovative performance incentives, and work toward realizing beneficial cost reductions. Real world examples are used throughout the course. STRATEGIC SOURCING AND SUPPLIER RELATIONSHIPS 3950 Achieving Value- Add through Supply Alliances 10 CEHs This course is designed for supply management professionals to develop and maintain effective and positive relationships addressing cultural and organizational barriers within your organization. This course focuses on understanding the scope, structure, and dynamics of strategic relationships with different external and internal organizational structures. This course also discusses how to evaluate and incorporate the purchasing / supplier alliance relationships and plan to negotiate, implement, and monitor / manage alliance relationships in your organization. 3 Introduction to Categorizing Purchases and Suppliers 1.5 CEHs Purchasing and supply management professionals are continuously seeking ways to reduce costs and add value. An in- depth understanding of the organization s outside spend enables the purchaser to group similar items, or categorize purchases, to better plan and manage future acquisitions. To add further value, purchasing professionals may analyze and categorize their supply base so that they can develop a strategy on how to most effectively allocate spend Introduction to Competitive Solicitations and Evaluation of Bids/Offers Introduction to Contract Formation and Contract Management Introduction to Legal Considerations in the Purchasing Process 1.5 CEHs The purchasing process is defined in the ISM Glossary (2009) as the series of activities involved in obtaining necessary inputs for an organization. Further, the Glossary identifies one of the key steps in the process as the solicitation and evaluation of bids and proposals. 1.5 CEHs After a successful solicitation and/or negotiation process, the purchasing professional and the supplier create a contract that legally binds them to fulfill their obligations. A contract needs to be mutually beneficial and fruitful for long- term relationships. Purchasing professionals oversee this entire process. 1.5 CEHs Establishing and managing business relationships with other organizations is a key purchasing responsibility. The legal requirements for conducting the requisite activities are complex and include laws in the areas of contracts, agency and antitrust, to name a few. Therefore, purchasing and supply management professionals need to know their legal rights, responsibilities and obligations to protect themselves and their organizations. While they must understand applicable laws in the country in which they are located, they also must be aware of laws in the suppliers countries when sourcing internationally. 1 Introduction to Purchasing and Supply Management 1.5 CEHs Many changes in the way business is conducted have had an impact on the purchasing and supply management process, from what the process is called to the way it is managed. In today s environment of global competition, organizations are continuously seeking ways to create value, produce revenue and control costs. An integral component to an organization s ability to achieve and sustain success in any of these areas is the effective management of its acquisition of goods and services. 9 Introduction to Value- Adding Opportunities in the Sourcing 1.5 CEHs Purchasing has become an integral part of an organization s success. The overall responsibilities of the purchasing professional include providing an uninterrupted flow of materials and services to the operating system; keeping inventory investments at a minimum; maximizing quality; finding and developing competent sources of supply; standardizing requirements for products and services; ADR- ISM Supply Management Consulting (Shanghai) Co., Ltd. 5

6 7 purchasing materials and services at the lowest total cost of ownership (TCO); and fostering cross functional relationships all of which contribute to profit. As global competition and customer expectations force organizations to squeeze unnecessary costs out of every part of their businesses, the responsibilities of and expectations from the purchasing professional are augmented and extended. Introduction to Negotiation 1.5 CEH s Negotiation is an integral part of life. It ranges from discussions among families and friends on what movie to see or what to eat for dinner to agreements among nations with far- reaching implications for the global economy and the quality of life. As an integral part of their responsibilities, purchasing professionals are called upon to negotiate with suppliers to ensure that the buying organization s needs are met and maximum value is obtained. Therefore, purchasing professionals must understand the logical flow of the negotiation process in order to achieve desired outcomes Managing and Improving Supplier Performance 10 CEHs Learn the methods necessary to harness the collective power of the supply base and use it as a competitive advantage. This course provides a strategic and tactical framework for managing commercial relationships with members of the supply base. ADR2 Opportunity Analysis 2 CEHs Improve your abilities to systematically identify cost savings, prioritize categories, support benefit analysis and bottom up savings target setting. Opportunity Analysis (OA) is a powerful technique used by supply professionals to assess category savings opportunities. ADR3 Portfolio Analysis 2 CEHs In this course, you will learn how to incorporate a practical methodology for analyzing spend to identify the appropriate category focus and strategy for sourcing initiatives. Using Portfolio Analysis (PA) as the cornerstone of effective strategic sourcing will help you better understand and manage the purchase of goods and services Supply Chain Management 7 CEHs This course is an introduction to the supply chain concept - exploring the management of supply chains to improve your organization's overall supply efficiency. Other concepts include the definition of supply chains; an overview of methods, processes, and systems used in the operation of supply chains; and the applications of methods, processes, and systems to improve supply chain performance. SUSTAINABILITY AND CORPORATE SOCIAL RESPONSIBILITY 3972 Principles and Standards of Ethical Supply Management Conduct with Guidelines 3974 The ISM Guide to Sustainability and Social Responsibility 1 CEH This free ISM web- based course is designed to give you a comprehensive understanding of the ethical principles and standards published by the Institute for the supply management profession. 2 CEHs This class provides direction to supply professionals on how their companies and suppliers can develop and integrate sustainability and social responsibility practices and strategies into the business and the supply chain. Additionally, it addresses establishing policies and procedures to incorporate monitoring, verification and publication of results to ensure management of risk, protection of the environment and business continuity. ADR- ISM Supply Management Consulting (Shanghai) Co., Ltd. 6

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