Imperial Oil offers its experience in supply chain implementation. ConocoPhillips illustrates its logistical and transportation best practices

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1 October 13 & 14, 2011 Calgary TELUS Convention Centre CSCSC members save 15%* The Canadian Institute s SUPPLY CHAIN MANAGEMENT FOR ENERGY Successful Strategies to Keep Things Moving On Time, On Budget Conference Chair: Kevin A. Maynard Featured Speakers: Linda Lucas Chair Calgary Logistics Council Darren Caines, BA, MBA in progress Alberta Institute of the Purchasing Management Association of Canada (AIPMAC) Nicole Wershler Manager Supply Chain Service Programs TransCanada Sean O Brien President Acklands-Grainger Inc. This strategic business meeting is designed to be information-rich and direct, demonstrating proactive policies based on real-world operations that improve project economics and avoid costly delays. Don t miss this key opportunity to hear from a diverse speaker faculty on the issues and challenges you face every day: Imperial Oil offers its experience in supply chain implementation ConocoPhillips illustrates its logistical and transportation best practices SNC-Lavalin ATP Inc. shares methods to reduce leakage in procurement contracts TransCanada showcases its approach to vendor selection and qualification Acklands-Grainger Inc. discusses building long-term business-to-business relationships WestJet talks about the collaborative process involved in effective outsourcing solutions Wal-Mart demonstrates how a sustainable supply chain works PLUS: Learn how to apply Lean Principles and build Strategic Business Alliances at our interactive workshops on October 12th. See inside for details! Supported by: Register Now CanadianInstitute.com/supplychain

2 Supply chain managers know the coming boom means rising costs, a shortage in crucial materials and labour, and every possible bottleneck will soon be strained to capacity from the increased demands of growing operations. Delivering the support needed to drive success under those conditions will require careful planning and forethought. Fortunately, you don t have to reinvent the wheel. The Canadian Institute s Supply Chain Management for Energy conference is bringing together industry experts with unique insights into universal challenges to offer the working solutions you can apply to your own operations that will save time and money, increase efficiency and reliability, and most importantly of all keep things moving as budgeted and on schedule. RECRUIT and retain the labour force your operations require to succeed SECURE the materials you need through best practices in sourcing and procurement BUILD the business relationships with the suppliers and service providers you depend upon ENHANCE your planning and models based on case studies from your industry colleagues PREPARE for the challenges ahead with the latest tools, tactics, techniques and technologies And much more! Take home the experience and expertise of your peers, and put their best ideas to work for you Don t miss this important opportunity to delve into the latest policies and practices shaping the way you keep things moving. Register today by calling , or online at Network and benchmark with industry peers with titles and responsibilities including: Supply Chain Management Procurement/Purchasing/Sourcing Logistics, Transportation and Scheduling Operations Management Materials Logistics, & Sourcing Strategic Planning Data Exchange and Integration Quality Assurance Contractor Performance and HS&E WHO YOU WILL MEET From industry sectors including: Oil and Gas Construction Rail Transport and Logistics Manufacturing Service and Supply Companies Electricity Generation and Utilities Engineering and Consultancies EPC Management Firms Warehousing and Distribution Financial Services and Investment EXPERT SPEAKER FACULTY Jim Bergeron Member of the Board Calgary Inter-Faith Food Bank Vice Chair of the Calgary Logistics Council Darren Caines, BA, MBA in progress Alberta Institute of the Purchasing Management Association of Canada (AIPMAC) Brian F. Fleming Associate Professor, Mount Royal University Ron Gavrin, P.Eng, MBA, CMRP, PMP Business Superintendent (retired) Darlington Nuclear Plant Ontario Power Generation Debashis Ghosh (Invited) Logistics Manager, ConocoPhillips Canada Alain Guerard Director, Procurements & Contracting SNC Lavalin ATP Inc. Les Harkness Manager, Engines & Components, WestJet R.O. (Ron) Huculak Procurement Manager Kearl Operations Imperial Oil A. A. (Agata) Lotocka Procurement Materials Management Team Lead Kearl Operations, Imperial Oil Linda Lucas Chair, Calgary Logistics Council David MacLean Vice President of Communications and Policy, Alberta Enterprise Group Kevin A. Maynard, CAE Kevin McGregor Category Manager, WestJet Sue McGregor Sales Director, Aggreko Inc. Sean O Brien President, Acklands-Grainger Inc. Kara Slemko Senior Manager, Ernst & Young LLP Lesley Smith Vice President, Logistics Wal-Mart Canada Corp. Nicole Wershler Manager, Supply Chain Service Programs TransCanada Sher Zaman Director, Human Resources Supply Chain Management

3 DAY 1 THURSDAY, OCTOBER 13, :00 Registration and Coffee Served 9:00 Opening Remarks from the Conference Chair Kevin A. Maynard, CAE 9:15 Including Commodity Market Fluctuations into Your Procurement Plans Kara Slemko Senior Manager Ernst & Young LLP Evaluating the current market value of important materials like cement and steel: Based on examples from the last construction boom, to what extent and over what timeline can those prices shift outside the boundaries of existing budgets? Discussing what drives these price changes: Is it as simple as supply and demand? How does the Canadian energy sector fit into the larger global context when seeking secure sources for construction materials, assets, and equipment? To what extent can stockpiling or overestimating requirements ensure resource availability and purchase price? How does that impact a project s bottom line? Are better options available? 10:00 WestJet s Experience with Strategic Collaboration for Developing an Effective Outsourced Service Network Kevin McGregor Category Manager WestJet Les Harkness Manager, Engines & Components WestJet Describing the responsibilities of the technical manager and procurement specialists in the sourcing process Detailing the challenges in developing service network priorities, sourcing goals and negotiation strategy Debating the role of the supply chain in managing vendor contracts and performance 10:45 Networking Refreshment Break 11:00 Building and Maintaining Long-Term and Highly Effective Business to Business Relationships with Suppliers and Service Providers Sean O Brien President Acklands-Grainger Inc. What does a mutually beneficial long-term and successful business partnership look like? What advantages does it offer? Does it cost more? How does it impact the flexibility in your planning? Outlining the crucial contributions of win-win supplier relationships to secure contract fulfillment reliably with a minimum of leakage Offering working examples of ways to strengthen a new or existing business relationship Communicating your needs and understanding the factors influencing your supplier during a limited inventory environment to find alternatives and compromises that satisfy both parties 11:45 TransCanada s Experience in Aligning Vendor Capabilities with Program Requirements Nicole Wershler Manager, Supply Chain Service Programs TransCanada What differentiates TransCanada s supply chain service program from other companies? How is the program implemented? Describing the importance of collaboration within an organization to make informed decisions regarding suppliers and service providers Making the case for prequalification s value for buy-in purposes, rather than as a mandatory requirement Illustrating the added benefits of qualifying safety, technical, quality and financial factors Offering best practices when coordinating with third-party partners during the qualification process Explaining the improvements in key performance indicators that TransCanada s program initiatives have produced 12:30 Networking Luncheon for Delegates and Speakers Keynote Luncheon

4 1:45 ConocoPhillips Canada s Logistics as an Integral Part of Project Planning Debashis Ghosh (Invited) Logistics Manager ConocoPhillips Canada Outlining the scope and scale of ConocoPhillips Canada s operations: o What are some of the issues inherent in maintaining transportation and logistics for such a diverse group of projects? o What are some of the benefits and opportunities available to such a large organization? o How are new or growing operations accommodated into the existing system? Debating the pros and cons of Canadian and international manufacturers for oil sands modules Offering methods to increase visibility of assets in transit Coordinating the efforts of the logistics team with operations 2:30 Best Practices and Lessons Learned in the Quest to Reduce Leakage in Procurement Contracts Alain Guerard Director, Procurements & Contracting SNC Lavalin ATP Inc. Identifying where money goes between the contract price and the bottom line. How much of that can realistically be recovered, and how much needs to be worked into the budget as additional expense? Illustrating the importance of clarity in communicating expectations How can purchasing behaviours be improved to maximize desirable outcomes? Minimizing poor quality, limited quantity, and late delivery through effective pre- and post-conference management and monitoring best practices 3:15 Networking Refreshment Break 3:30 Major Learnings on Supply Chain Management Model Implementation R.O. (Ron) Huculak Procurement Manager Kearl Operations Imperial Oil A. A. (Agata) Lotocka Procurement Materials Management Team Lead Kearl Operations Imperial Oil Offering the critical Do s and Don ts when creating a new SCM model: o Defining the scope of the operation o Identifying the critical components and resources o Gaining the support of senior management and major stakeholders o Establishing guidelines for sourcing and procurement o Creating a culture of stewardship management Managing implementation through project development and growth Building the right framework for long-term sustainment 4:15 Furthering Productivity and Innovation Along the Asia Pacific Gateway Corridor Kevin A. Maynard, CAE Linda Lucas Chair Calgary Logistics Council Describing the project envisioned by the Asia Pacific Gateway Skills Table, the Calgary Logistics Council, and the : o What are the economic motivations? o What are the primary goals? o Within what timeframe can they be achieved? o How will improvements be implemented? o How can additional companies and organizations contribute? Offering examples for stakeholder-driven projects to strengthen supply chain, logistics, and transportation connections between British Columbia and Alberta Illustrating opportunities to incorporate this project into regional, provincial, and national human resources strategies Outlining the potential to expand this initiative to include northern Alberta, Saskatchewan and Manitoba 5:00 Chair s Recap and Conference Adjourns Sponsorship & Exhibition Opportunities Maximize your organization s visibility in front of key decision-makers in your target market. For more information, contact Senior Business Development Executive Patrick Savoy at ext. 7313, toll-free ext or by at p.savoy@canadianinstitute.com

5 DAY 2 FRIDAY, OCTOBER 14, :30 Coffee Served 9:00 Opening Remarks from the Conference Chair Kevin A. Maynard, CAE 9:15 Working Solutions for Your Skilled Labour Shortages PANEL Moderator: Linda Lucas Chair Calgary Logistics Council Panellists: David MacLean Vice President of Communications and Policy Alberta Enterprise Group Brian F. Fleming Associate Professor Mount Royal University Sher Zaman Director, Human Resources Supply Chain Management Other Panellists to be Announced Building upon lessons learned from the last boom, evaluate recruitment and retention strategies: How can you secure the right people and hold onto them in a competitive market? Developing orientation, training, cross-training and retraining programs to get the most out of your people Discussing the approaching retirement of the most experienced workers: o How can this transition best be anticipated and mitigated? o Are there ways to incentivize key people to stay on the job longer? o What knowledge transfer and job shadowing approaches actually see results? o What s the silver lining to this demographic shift? Illustrating opportunities in training and recruitment among First Nations, women, and foreign workers 10:45 Networking Coffee Break 11:00 Mentoring Programs: How to Attract, Retain, and Develop the Next Generation of Skilled Workforce and Management Ron Gavrin, P.Eng, MBA, CMRP, PMP Business Superintendent (retired) Darlington Nuclear Plant, Ontario Power Generation Reviewing several existing mentoring programs to identify common processes that meet the expectations of management and staff Building a team and developing that team s members: Best practices and strategies for recruitment, retention, and retraining Preparing to retain skills and knowledge as a workforce ages: What steps can be taken to transfer knowledge to younger team members? Discussing opportunities in working with professional organizations and government-sponsored agencies to attract immigrant professionals 11:45 Sustainability in the Supply Chain as Both a Commitment to Responsible Development and a Positive Impact on the Bottom Line Lesley Smith Vice President, Logistics Wal-Mart Canada Corp. Identifying the motivating factors for sustainable supply chain practices for all industries, and for the energy sector in particular. What is expected by your shareholders and stakeholders? How can you satisfy both? What does world-class sustainable logistics look like? Is it realistic to assume that your organization can or should achieve that level? What are some easily implementable first steps and pilot projects that can serve as ambassadors in the drive to large-scale sustainable initiatives? What are realistic metrics? How can that information be collected and how can the benefits be translated? 12:30 Networking Luncheon for Delegates and Speakers

6 1:45 Organizing Project Development in Remote Locations: Lessons Learned from the Challenges of the Last Boom 3:15 Networking Refreshment Break Sue McGregor Sales Director Aggreko Inc. Reviewing current project construction plans. Based on the experiences from the last economic surge, what opportunities exist to... o Prevent cost escalations and overruns? o Minimize risk and increase deliverables? o Reduce fuel consumption? o Limit environmental impacts? Describing strategies to coordinate and consolidate the requirements and services of onsite operators, including specialists, vendors, and suppliers How can the early development of an overall site plan for utilities and other infrastructure improve project performance and compliance? 2:30 Calgary Inter-Faith Food Bank: Applying the Latest Thinking in Supply Chain Management to a Charitable Organization Presented by: Jim Bergeron Member of the Board, Calgary Inter-Faith Food Bank Vice Chair of the Calgary Logistics Council Describing Calgary s Inter-Faith Food Bank and the crucial role modern supply chain management plays in its success How does a volunteer-driven non-profit organization share 1.45 million kilograms of food across 26 food banks in Alberta, Whitehorse and Yellowknife? Describing some of the logistical challenges of dealing with the collection, storage, transportation and distribution of food of varying quantity and availability throughout the year Illustrating examples of cooperation and coordination between government, charities, and the private sector that create new opportunities for growth What can other organizations do to help? CI Energy Group is a division of The Canadian Institute and a member of the C5 Group of Companies, an international network of leading conference and business information providers. Staffed by industry experts and lawyers, CI Energy Group produces an extensive portfolio of research driven, timely business conferences for the global energy and commodities sectors. Covering a range of operational, technical and policy issues our market-led forums provide the business intelligence that decision makers need to react effectively to challenges and opportunities in the evolving worldwide energy marketplace. 3:30 The SCMP Program: Integrating Procurement, Logistic, and Operations Responsibilities Into a New Professional Designation Darren Caines, BA, MBA in progress Alberta Institute of the Purchasing Management Association of Canada (AIPMAC) Describing the Purchasing Management Association of Canada and its provincial and territorial institutes Discussing how the role of a supply chain professional evolved in recent years: What are the key competencies and responsibilities? What competitive advantage is expected from this position? Explaining the need for a new professional designation to replace CPP. What are the key benefits? What further professional development is required to hold an SCMP accreditation? Outlining the Strategic Supply Chain Management Leadership Program (SSCMLP) What opportunities exist for AIPMAC and the oil and gas industries to cooperate on the challenges facing Alberta s supply chain professionals? 4:15 Chair s Recap and Conference Adjourns Aggreko is the leader in rental power, temperature control, and 100% oil-free compressed air systems. We provide 24/7 availability and service from 50 locations nationwide. We help customers in many industries improve and safeguard their operations by solving problems, creating opportunities, and reducing risk. For more information, please visit Oracle (NASDAQ: ORCL) is the world s most complete, open, and integrated business software and hardware systems company. With more than 370,000 customers including 100 of the Fortune 100 in more than! 145 countries around the globe, Oracle is the only vendor able to offer a complete technology stack in which every layer is engineered to work together as a single system. Oracle s industry-leading products give customers unmatched benefits including unbreakable security, high availability, scalability, energy efficiency, powerful performance, and low total cost of ownership. For more information, visit Enhance your meetings and add to your bottom line by offering audience response solutions from Turning Technologies Canada, the global leader in audience response technology. The first choice of presenters everywhere, our simple, intuitive, polling products add engagement, encourage interaction, collect valuable data and provide instant feedback in meetings and events using RF or web-based devices. Invest in workplace training and employee development with the press of a button. Visit us at

7 INTERACTIVE WORKSHOPS WEDNESDAY, OCTOBER 12, 2011 A 9:00 a.m. to 12:30 p.m. Registration Opens at 8:30 a.m. B 1:30 p.m. to 5:00 p.m. Registration Opens at 1:00 p.m. Applying Lean Principles to your Supply Chain: Eliminating Waste and Anticipating Bottlenecks to Save Time, Save Money, and Keep Things Moving Building Strategic Alliances: Critical Thinking about Who You Do Business With to Maximize the Benefits of that Relationship Presented by Productivity Alberta How can supply chain professionals find the time to work on improving reliability when faced with growing backlogs and restrictive timelines? Lean principles allow you to do more with the assets you already have by identifying and circumventing the places that slow down your operations. This workshop will demonstrate through an interactive simulation how working collaboratively throughout your supply chain can lead to increased visibility and efficiency. This hands-on working session will demonstrate Lean and process improvement principles How to apply these principles to a supply chain network Best practices in collaboration, cooperation, and coordination to build and maintain a more efficient system Quantifiable improvements in key performance indicators achievable through a lean approach Please bring a laptop to receive the full benefits of this interactive workshop. A limited number of laptops will be available based on advanced notice. Sign up today to secure your spot, as space will be limited to ensure maximum value to the participants. Connect with us Hashtag: #CI_supply The Energy and Oil & Gas Network The Industrial Network Supported by: Presented by Productivity Alberta Executive-level surveys show that the lowest bidder on a contract is only the third- or fourth-most important factor when making a decision about service providers and suppliers. A supply chain that can reliably deliver the quantity and quality required on time every time is worth many times more than one strictly focused on minimizing costs. Establishing mutually beneficial business-to-business relationships creates a long-term open communication that lets you know what your options are at all times so you can plan accordingly. But how is this achieved? How do you create win-win relationships throughout your supply chain? This workshop will give you the tools you need to change the way you deal with your supply chain and set your company onto a course where the bottom line is positively impacted by reliable delivery of the goods and services your projects need. Sign up today to secure your spot, as space will be limited to ensure maximum value to the participants. The Alberta Institute Purchasing Management Association of Canada (AIPMAC) is a registered not-for-profit professional association, providing information and education, leading to a professional designation as an SCMP (Supply Chain Management Professional) formerly known as C.P.P. (Certified Professional Purchaser). We are the recognized leader in the development and advancement of world-class supply chain management. The Calgary Logistics Council was formed in 2003 as a nonprofit society and is governed by a volunteer Board of Directors and Officers. The CLC is an active partner of the Alberta Employment and Immigration s Industry Contributors Group and has collaborated with other organizations on the building of Alberta s Supply Chain Logistics Workforce Development Strategy. The CLC is currently involved in a two-year pilot partnership with the Calgary Chamber of Commerce and its Transportation Committee. The aim of the CLC is to further develop Calgary and region as a prominent logistics hub and a key inland connection to the Asia Pacific Gateway and Corridor with world-class air, rail and road infrastructure. The CLC works to create sustainable solutions to Calgary s land-use and transportation-growth challenges, and to optimize the strategic value of Calgary s airport, rail and trucking mobility corridors. The CLC endeavors to enhance the sector s profile, build education and career pathways, and support the development of the sector as a community of practice. The helps employers in Canada s supply chain sector address their need for more workers with better skills. Recognizing that the labour force is largely unacquainted with the sector s opportunities and unprepared to fill available jobs, the Council works to increase awareness of supply chain jobs and careers, help educators and trainers provide programs that are relevant to industry s needs, and give employers tools to enhance their HR management. The Canadian Institute, 2011

8 October 13 & 14, 2011 Calgary TELUS Convention Centre To expedite your registration, please mention your Priority Service Code 297AX05 ATTENTION MAILROOM: If undeliverable to addressee, please forward to: Director Supply Chain/Procurement/Contracts The Canadian Institute s SUPPLY CHAIN MANAGEMENT FOR ENERGY Successful Strategies to Keep Things Moving On Time, On Budget REGISTRATION FORM members save 15%* Be sure to mention this discount* and your priority service code 297AX05 when you register *Discount applies to regular conference fee at the time of registration and is not valid in combination with any other discount offer. Top Reasons to Attend FIND real-world working solutions to your supply chain management challenges PREPARE your organization s plans and policies for the coming economic boom BENCHMARK your processes and procedures against similar operations NETWORK with SCM professionals from across the oil and gas industries TAKE AWAY ideas and innovations that will shape your work for years to come 5 EASY WAYS TO REGISTER Phone: or Fax: or CustomerService@CanadianInstitute.com Mail: The Canadian Institute 1329 Bay Street Toronto, Ontario M5R 2C4 Online: supplychain STEP 3 STEP 2 STEP 1 PROGRAM CODE: 297W12-CAL Register 4 for the price of 3! YES! Please register the following delegate for the SUPPLY CHAIN MANAGEMENT FOR ENERGY FEE PER DELEGATE Register & Pay by July 29, 2011 Register & Pay by Sept. 15, 2011 Register & Pay after Sept. 15, 2011 ELITEPASS*: Program + Both Workshops $ % GST $ % GST $ % GST Program + 1 Workshop A or B $ % GST $ % GST $ % GST Program (on site) $ % GST $ % GST $ % GST Live Webcast (Program Only) $ % GST Program participants will receive a CD-ROM of the program materials as part of their registration fee Please add a copy of the *Program Proceedings (BINDER) to my order for $195 + $21.95 (S&H) + applicable taxes *Published and shipped within 4 weeks from program I cannot attend, but I would like to purchase the CD-ROM for $ (S&H) + applicable taxes *ELITEPASS is recommended for maximum learning and networking value. CONTACT DETAILS NAME ORGANIZATION ADDRESS POSITION CITY PROVINCE POSTAL CODE TELEPHONE TYPE OF BUSINESS APPROVING MANAGER POSITION PAYMENT Please charge my VISA MasterCard AMEX NUMBER EXP. DATE CARDHOLDER I have enclosed my cheque for $ including applicable taxes made payable to The Canadian Institute (GST No RT0001 ) FAX NO. OF EMPLOYEES Wire Transfer ($CAD) Please quote the name of the attendee(s) and the program code 297W12 as a reference. Beneficiary: The Canadian Institute Bank Name: HSBC / Account #: Address: 150 Bloor St, Suite M100, Toronto, ON Swift Code: HKBCCATT / Branch #: ADMINISTRATIVE DETAILS VENUE: CALGARY TELUS CONVENTION CENTRE ADDRESS: 120-9th Avenue SE, Calgary, AB TEL.: Hotel Reservations For information on hotel room availability and reservations, please contact the Hyatt Regency Calgary at (403) When making your reservation, please ask for The Canadian Institute s Preferred Rate. Registration Fee The fee includes the program, all program materials, continental breakfasts, lunches and refreshments. Program Materials Program participants will receive a comprehensive set of program materials prepared by the speakers. If you have paid and are unable to attend, these will be shipped to you upon request only. Request must be received within 30 days upon conclusion of the program. Payment Policy Payment must be received in full by the program date to ensure admittance. All discounts will be applied to the Program Only fee (excluding add-ons), cannot be combined with any other offer, and must be paid in full at time of order. Group discounts available to individuals employed by the same organization. Groups of 4 will be invoiced individually at 25% off the available rate at the time of registration. For groups of 5 or more please call for additional discounts. Cancellation and Refund Policy You must notify us by at least 48 hrs in advance if you wish to send a substitute participant. Delegates may not share a pass between multiple attendees without prior authorization. If you are unable to find a substitute, please notify The Canadian Institute in writing no later than 10 days prior to the program date and a credit voucher will be issued to you for the full amount paid. Credit Vouchers are valid for 1 year and are redeemable against any other program by The Canadian Institute. If you prefer, you may request a refund of fees paid less a 25% service charge. No credits or refunds will be given for cancellations received after 10 days prior to the program date. The Canadian Institute reserves the right to cancel any program it deems necessary and will, in such event, make a full refund of any registration fee, but will not be responsible for airfare, hotel or other costs incurred by registrants. No liability is assumed by The Canadian Institute for changes in program date, content, speakers or venue.