August 2003 Dinner Meeting

"Navigating Through Mergers, Acquisitions, & Re-Organizations" Presented by Mark Trowbridge, C.P.M. & Robert Dunn, C.P.M., M.B.A. Senior Partners - Strategic Procurement Solutions

Presentation Abstract:

The average worker in America will change jobs seven times during their career. Many times these changes are caused by restructuring or purchase of their corporate employer, or reorganization of a public-sector agency.

This interactive session is for Supply Management professionals who would like to expand their ability to thrive during times of organizational change. The presenters will present innovative strategies & techniques to help the performance of their procurement organization during times of transition (whether the "Acquiror" or "Acuiree" as well as their personal ability to advance their career.

Our evening presentation is for any manager or key contributor whose organization may reorganize, acquire another entity, or be merged into a larger entity. It will also benefit those interested in "best practices" they can utilize during times of change.

Speaker Biographies:

The presenters are currently members of both the ISM and NCMA, and are invited guest speakers at many events, including the I.S.M. 2003 International (Nashville, TN) and I.S.M. 2002 Service Industry (Scottsdale) conferences. They also present regularly to I.S.M., N.I.G.P, A.P.I.C.S. and N.C.M.A. chapters, including recent presentations to the N.A.P.M. Sacramento, N.A.P.M. Central California, N.A.P.M. Silicon Valley, N.A.P.M. Denver, N.A.P.M. Arizona, & N.A.P.M. Central Florida.

Their firm's training & consulting clients include PacifiCare Health Systems, State of Oregon, Allstate Insurance, MetLife, Apple Computer, Nationwide Insurance, MetRX, Entergy Services, Hoag Memorial Hospital Presbyterian, Union Bank of California, California Bank & Trust, Vision Service Plan, Huntington Banks, Sprint-Canada, and Sybase.

Robert Dunn, C.P.M., M.B.A. - His career in supply management has covered 35 years. Mr. Dunn's consulting experience has included highly-successful projects on behalf of three consulting firms. Previously, Bob held key corporate positions in purchasing & materials management in the Government, Technology, & Financial sectors, leading to a position as Director of Corporate Procurement for BankAmerica Corporation.

Mr. Dunn's professional expertise focuses upon purchasing, materials, and contract management. He has been an active member with NAPM for the past 20 years, past President of two NAPM chapters, and a frequent instructor at various association seminars and workshops. He was an executive board member and chaired the banking benchmarking committee for the NAPM Center for Advanced Purchasing Studies (CAPS).

Mr. Dunn has a dynamic teaching style, and is a popular guest lecturer to clients, college programs & industry associations concerning 'Best Practices in Procurement' & related topics. He has instructed at the collegiate level for 15 years in the field of Purchasing & Materials Management, formerly at Saint Mary's College in the Contracts Management MBA Program and California State University, Hayward, in the Graduate School of Business & Economics.

Bob received his BS degree from the University of San Francisco School of Business Administration and his M.B.A. from San Francisco University.

Mark Trowbridge, C.P.M. - His 18 years in procurement have included senior procurement positions in the Financial, Airlines, and Manufacturing sectors; most recently serving as Director of Contracting Management for Bank of America (the fifth most-profitable domestic corporation). In this position his team was responsible for guiding sourcing and key negotiations of traditional and non-traditional acquisitions.

Mr. Trowbridge has also experienced great success in procurement consulting by exceeding targeted savings objectives on large sourcing projects in the Telecommunications, Healthcare, and Financial sectors his firm, Strategic Procurement Solutions.

Mr. Trowbridge holds a Bachelor's Degree in Business Administration from Pepperdine University. He earned his C.P.M. designation from the ISM in 1993, and was his Lifetime Certification in 2003.