SUPPLY CHAIN MANAGEMENT FOR UTILITIES CONFERENCE

EUCI is authorized by IACET to offer 0.9 CEUs for this conference

CONFERENCE

August 8-9, 2018 Millennium Knickerbocker HotelChicago, IL

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CASE STUDIES INCLUDE:

Duke Energy

Exelon Corporation

Southern Nuclear Operating Company, Inc.

Tennessee Valley Authority

Xcel Energy

RELATED EVENT:

UTILITY SUPPLY CHAIN CONTRACTSAugust 9-10, 2018 | Chicago, IL

“Most informative and interactive conference I have been to.”

Sr. Dir. Supply Chain, CPS Energy

EUCI SUPPLY CHAIN MANAGEMENT FOR UTILITIES CONFERENCEAugust 8-9, 2018 | Chicago, IL

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OVERVIEWFew things can gum up a utility’s operations more completely than mismanaging supplier relationships, parts sourcing, and inventory. Today’s supply chains are the result of what we’ve done in the past; tomorrow’s supply chain will be the result of what we do today. So, a utility that is constantly examining the efficiency of their supply chain should consistently remain more efficient.

The field of supply chains for utilities is not standing still. Various technologies and advances can dramatically change the supply chain. This conference will delve into some of the innovations in the industry such as: digital transformation, inventory pooling, contractor safety, supplier diversity programs, contract formation, and realizing your contract’s value. These are just some of the topics that industry experts will discuss and share insights on at this industry gathering, giving attendees useful information to start using immediately in their daily work.

LEARNING OUTCOMES• Review Duke Energy’s digital transformation of the supply chain system and lessons learned along the way• Discuss the benefits and disadvantages of inventory pooling from Southern Company• List some of the roles and responsibilities of supply chain in contractor safety management from Tennessee Valley

Authority• Review the efficiencies learned through the changes made in Xcel Energy’s supply chain• Explore what level of contribution should be expected from a supplier diversity processes from Exelon• Discuss the steps in contract formation with engaging stakeholders from Duke Energy• Engage in a discussion on spend consolidation in the sourcing process• Review how supply chain can work with all stakeholders to ensure the contract’s value is being realized

“Thank you very much. Being new to the energy utilities industry (<2 months) the sessions were very informative and eye opening.”

Supervisor, Inventory Planning, Alectra Utilities

“Excellent topics for today’s environment.”

Director, Sourcing, Duke Energy

“Excellent presenters. Very knowledgeable.”

Supply Chain Manager, Upper Peninsula Power Co.

EUCI SUPPLY CHAIN MANAGEMENT FOR UTILITIES CONFERENCEAugust 8-9, 2018 | Chicago, IL

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AGENDAWEDNESDAY, AUGUST 8, 2018

8:00 – 8:30 am Registration and Continental Breakfast

8:30 – 8:40 am Welcome Remarks

8:40 – 9:30 am Digital Transformation of the Supply Chain SystemWe will review the process Duke Energy has been going through to transform their supply chain processes into a completely digital realm. The benefits and any negatives learned along the way will be reviewed.Jose Merino, Managing Director of Procurement, Duke Energy

9:30 – 10:30 am Shared Inventory ManagementHow inventory pooling works, including the benefits and disadvantages to inventory. The proven success of inventory pooling among commercial nuclear electrical generating plants and the expansion of that program model to include non-nuclear electrical generating plants, transmission and distribution. Lisa Fraser, Contracts Manager, Shared Inventory Management, Southern Nuclear Operating Company, Inc.

10:30 – 11:00 am Networking Break

11:00 am – 12:00 pm Supply Chain and Contractor Safety ManagementSafety is paramount at all utilities. As the industry moves to higher and higher utilization of contractors to perform services ranging from construction to maintenance, contractor safety becomes more and more challenging. This discussion will cover some of the roles and responsibilities of supply chain in contractor safety management from identifying the problem to implementing a plan. Issues discussed will be:• Identify the need• Cost benefit analysis of in-house vs. 3rd party vendor• Management and BU support• Implementation• Future IssuesKevin Lee Featherston, Senior Contract Manager, Tennessee Valley Authority

12:00 – 1:00 pm Group Luncheon

1:00 – 2:00 pm Supply Chain Management EfficienciesThis presentation will discuss the approach taken and efficiencies learned through the development of and changes made with Xcel Energy’s supplier management and procurement. Christopher Haack, Manager of Commercial Services, Xcel Energy

EUCI SUPPLY CHAIN MANAGEMENT FOR UTILITIES CONFERENCEAugust 8-9, 2018 | Chicago, IL

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WEDNESDAY, AUGUST 8, 2018 (CONTINUED)

2:00 – 3:00 pm From Business Process to Business Case to Enterprise Wide Strategy…. Where are you leading your Corporate Supplier Diversity Efforts?

Participants will explore and challenge what level of contribution should be expected from their supplier diversity processes. This discussion will include but not be limited to:• What are key value drivers for supplier diversity in different industries• Assessing the need for Political Relationship Capital vs Public Relations Capital• How to transcend the boundaries of Corporate Sourcing in order to create enterprise wide value from inclusion of diversity certified suppliersEmmett T Vaughn, Small Business Liaison Officer & Director – Office of Diverse Business Empowerment, Exelon Corporation

3:00 – 3:30 pm Networking Break

3:30 – 4:45pm Challenges Facing the Supply ChainThis panel will discuss the challenges faced by utilities in procurement, supplier diversity, technology, digitization of the process, storm response on supply chain and other pressing issues facing efficient supply chain systems.Kevin Lee Featherston, Senior Contract Manager, Tennessee Valley AuthorityJose Merino, Managing Director of Procurement, Duke EnergyChristopher Haack, Manager of Commercial Services, Xcel EnergyLisa Fraser, Contracts Manager, Shared Inventory Management, Southern Nuclear Operating Company, Inc.

THURSDAY, AUGUST 9, 2018

8:00 – 8:30 am Continental Breakfast

8:30 – 9:30 am Contract FormationDiscuss the steps in contract formation as well as engaging the stakeholders that should be engaged in the process (e.g. Engineering, QA, Project Controls, Health & Safety, Environmental, Credit Risk, Insurance, and Legal) as this activity should engage a cross functional team. Subtopics to be addressed would include: • Identifying the need• Scope of the work• Risk• Budgetary target• Schedule• Commercial strategy• Evaluation criteria• Request for information/Request for proposal• Pre-bid meeting• Communication protocol during the bid event• Contract negotiations• Contract management (a summary)Rodney B. Long, C.Pm, Director, Sourcing TCO Strategic Projects Sourcing, Duke EnergyTracy Allen Baker, P.E., Director, Commercial Contracts Management TCO Strategic Projects Sourcing, Duke Energy

AGENDA

EUCI SUPPLY CHAIN MANAGEMENT FOR UTILITIES CONFERENCEAugust 8-9, 2018 | Chicago, IL

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THURSDAY, AUGUST 9, 2018 (CONTINUED)

9:30 – 10:30 am Spend Management Trade-offs• One of the core principles of strategic sourcing is spend consolidation...but how much

consolidation is too much? • Does the optimal consolidation vary by category? • How should the category management approach be tailored for spend categories with high and

low consolidation? • What’s the best way to address suppliers in the “spend tail?”Invited Utility SpeakerDan del Sobral, Managing Director, P&U Supply Chain, PwC

10:30 – 11:00 am Networking Break

11:00 am – 12:00 pm Contract Administration for Realized ValueThis presentation will engage attendees in how can supply chain work with the supplier, operations, A/P, project management, etc. to ensure the contract’s value is being realized. Examples will be dissected to give attendees in-depth information and lessons learned. Markley Ward, Director, Contract Services, AMS-PAR

12:00 pm Adjournment

AGENDA

EUCI SUPPLY CHAIN MANAGEMENT FOR UTILITIES CONFERENCEAugust 8-9, 2018 | Chicago, IL

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INSTRUCTIONAL METHODSCase studies, PowerPoint presentations, and group discussion will be used in this event.

REQUIREMENTS FOR SUCCESSFUL COMPLETIONParticipants must sign in/out each day and be in attendance for the entirety of the program to be eligible for continuing education credits.

IACET CREDITSEUCI has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET). In obtaining this accreditation, EUCI has demonstrated that it complies with the ANSI/IACET Standard which is recognized internationally as a standard of good practice. As a result of their Authorized Provider status, EUCI is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET Standard.

EUCI is authorized by IACET to offer 0.9 CEUs for this conference

EVENT LOCATIONA room block has been reserved at Millennium Knickerbocker Hotel, 163 E Walton Pl, Chicago, IL 60611, for the nights of August 7-9, 2018. Room rates are US $179 double plus applicable tax. Call 1-800-621-8140 for reservations and mention the EUCI event to get the group rate. The cutoff date to receive the group rate is July 7, 2018 but as there are a limited number of rooms available at this rate, the room block may close sooner. Please make your reservations early.

REGISTER 3, SEND THE 4TH FREEAny organization wishing to send multiple attendees to this conference may send 1 FREE for every 3 delegates registered. Please note that all registrations must be made at the same time to qualify.

SPONSORSHIP OPPORTUNITIESDo you want to drive new business through this event’s powerful audience? Becoming a sponsor or exhibitor is an excellent opportunity to raise your profile before a manageably sized group of executives who make the key purchasing decisions for their businesses. There is a wide range of sponsorship opportunities available that can be customized to fit your budget and marketing objectives, including: Platinum, gold, or VIP sponsor, Reception host, Networking break host, Tabletop exhibit, Workshop sponsor, Lanyard sponsor, Luncheon host and Breakfast host.

Please contact Keith Clark at kclark@euci.com or 720-988-1238 for more information.

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WWW.EUCI.COMp: 303-770-8800f: 303-741-0849

A room block has been reserved at Millennium Knickerbocker Hotel, 163 E Walton Pl, Chicago, IL 60611, for the nights of August 7-9, 2018. Room rates are US $179 double plus applicable tax. Call 1-800-621-8140 for reservations and mention the EUCI event to get the group rate. The cutoff date to receive the group rate is July 7, 2018 but as there are a limited number of rooms available at this rate, the room block may close sooner. Please make your reservations early.

Substitutions & CancellationsYour registration may be transferred to a member of your organization up to 24 hours in advance of the event. Cancellations must be received on or before July 6, 2018 in order to be refunded and will be subject to a US $195.00 processing fee per registrant. No refunds will be made after this date. Cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event. This credit will be good for six months from the cancellation date. In the event of non-attendance, all registration fees will be forfeited. In case of course cancellation, EUCI’s liability is limited to refund of the event registration fee only. For more information regarding administrative policies, such as complaints and refunds, please contact our offices at 303-770-8800. EUCI reserves the right to alter this program without prior notice.

EVENT LOCATION

PLEASE REGISTER SPECIAL BUNDLE RATE SUPPLY CHAIN MANAGEMENT FOR UTILITIES CONFERENCE AND UTILITY SUPPLY CHAIN CONTRACTS COURSEAUGUST 8-10, 2018: US $2395Early bird on or before July 20, 2018: US $2195

SUPPLY CHAIN MANAGEMENT FOR UTILITIES CONFERENCE ONLYAUGUST 8-9, 2018: US $1395Early bird on or before July 20, 2018: US $1195

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