ATTENDEE
BROCHURE
April 25 – 27, 2012
Sirata Beach Resort, St. Petersburg
NAEP Florida Region is excited to present information about our 2012 Florida Region Annual Conference &
Vendor Trade Show! Please find below comprehensive information on registration for both the Conference and
the Hotel, as well as our Agenda and other information that you may find interesting.
REGISTRATION FOR THE CONFERENCE
Let’s start with the costs…as indicated in your ‘Save the Date’ letter, listed below are the rates for the Attendees,
both NAEP members and non-members interested in attending. What does your registration include?
Well, besides exciting sessions with topics such as changes in purchasing and how we do business, tools to help
your end-users and vendors adapt, reducing risk and exposure for your entity, bonds and ensuring
performance, vendor registration and compliance with Florida law, eProcurement, medical insurance reform
and how it will affect your group medical insurance, purchasing process transformation solutions and new
business tools and more; you are also cordially invited to the Wednesday evening Conference Kick-off, the
Thursday afternoon Vendor Trade Show & Luncheon (including raffles & give-aways!) and finally, the
Thursday Evening Event.
Registration Rates:
Members:
Early Bird Registration:
After March 16:
$150
$200
Early Bird Registration:
After March 16:
$250
$300
Non-Members:
For those of you bringing a guest or spouse who is not attending the Conference but would like to join in on the
other festivities, we would certainly enjoy their company as well. There is a small fee for each of the events, to
cover those costs that are already included in your own Attendee rate:
Guest and Spouse:
Wednesday Conference Kick-off:
Thursday Vendor Trade Show Luncheon:
Thursday Night Dinner:
$ 45
$ 45
$ 45
If there are any special dietary requests or accessibility needs, please be sure to note this in your registration and
we will do our best to see that these are taken care of.
NAEP Florida Region 2012 Annual
Conference & Vendor Trade Show
April 25 – 27, 2012
St. Petersburg, Florida
Continuing education
credits will be awarded for
all educational sessions.
ATTENDEE BROCHURE
Registration via www.naepnet.org will take you step-by-step through the process and couldn’t be easier so please
register now and get the Early Bird Rate because after March 16th it goes up…log on to the site, click on ‘Events’
and go to 4/25/2012 Event Code REG_FL_12.
From this point on just follow the steps but if you run into a problem, don’t worry! There is a solution! Shaunté
Shelton-Slappy (email sshelton@naepnet.org or phone 443-543-5540x35541) is there to assist you in the registration
process and is available to answer any questions about the process that you may have.
There will be on-site registration for the Conference but we encourage everyone to register now because although
the hotel may have still rooms available, the official cut-off for reservations is March 28, 2012, so you may not be
guaranteed the NAEP Group room rate of $109. Also, after that same date no cancellations with refund will be
accepted.
HOTEL RESERVATIONS
OK, you’ve registered for the Conference but now you need to book the hotel. Well we’ve worked out a great deal
for you…$109 per night, includes breakfast with your NAEP colleagues, free parking day and night, free internet
access plus a 10% discount card to local outlets.
Nestled among the soft, white sands of St. Pete Beach, Sirata Beach Resort & Conference Center welcomes you to a
tropical retreat where you can sit back and relax or enjoy a vast array of activities on one of Florida's most
beautiful beaches. Located at 5300 Gulf Blvd, St. Petersburg, Florida 33706, it is only 10 minutes from downtown
St. Petersburg!
Subject to availability, you also have the option to upgrade your room to Studio for $119 per night or to a Standard or
Bayview Suite for $129 per night and the Hotel will even extend the room rates two days prior to the event, if you want to
enjoy the St. Petersburg area before attending the Conference!
All you need to do is phone 800-344-5999, identify yourself as part of the NAEP Group Block and you can reserve
over the phone or they can send you a form via email or fax to fill in and return. To confirm reservations, a valid
credit card must be given or 1st night’s deposit must be received 30 days prior to arrival; refunds possible up to 48
hours prior to arrival.
To be guaranteed to receive the group rate you must make the reservation as part of the NAEP Group Block
& you need to make the reservation before March 28, 2012.
I hope that we’ve answered all of your questions, even those you didn’t realize you were asking! Please take a
look further to see the Agenda for the Conference…but if you have any further questions, please contact Eric
Money (email emoney@ufl.edu or phone 392-352-1331 x226) and he’ll be happy to find the answers for you.
We look forward to seeing you and hope that you will enjoy the
NAEP Florida Region 2012 Annual Conference & Vendor Trade Show!
NAEP Florida Region 2012 Annual
Conference & Vendor Trade Show
April 25 – 27, 2012
St. Petersburg, Florida
Continuing education
credits will be awarded for
all educational sessions.
ATTENDEE
BROCHURE
AGENDA
NAEP FLORIDA REGION 2012 ANNUAL CONFERENCE & VENDOR TRADE SHOW
TUESDAY
April 24, 2012
6:00 PM
Early Arrivals: Dinner on your own - Meet in the hotel lobby
7:30 PM
Fun Walk - Meet at Harry's
WEDNESDAY April 25, 2012
10:00 AM - 11:00 AM NAEP Officers Meeting
Mediterranean Palm
12:30 PM - 4:30 PM COPP Meeting
Mediterranean Palm
12:30 PM - 4:30 PM ICOP Meeting
King Palm
11:00 AM - 4:30 PM NAEP Registration
King Palm Foyer
5:00 PM - 7:00 PM
7:30 PM - 9:30 PM
Conference Kickoff/Welcome Event - Teambuilding Event/Reception
Breezeway Deck
(Back up: Royal Palm
Co-Sponsored by Office Max
Ballroom)
Come prepared to participate and learn new skills. Let's see how different people negotiate
their position and interests within the group to accomplish the task and who is better at this purchasing agents or vendors! This will start promptly at 5:00 PM. Please be on time for the
success of the event and so that you can participate in the full Team Building Event. (This event
will take place on the beach, weather permitting. Suggested attire is a school, ICOP, COPP,
company or other polo shirt and casual shorts or pants).
Breezeway Deck
(Backup: Royal Palm
Dinner
Ballroom)
This event will take place outside, weather permitting. Suggested attire is same as above. You
may take time to freshen up if you desire and/or change clothes in the event you get sandy
during the Team Building Event or you may proceed straight from the Team Building event to
the outdoor Breezeway Deck after the Team Building Event (whichever you prefer).
Attire for the rest of the conference is business casual. For your comfort, please dress for both
outdoor functions, which may be warm or cool at this time of year, as well as indoor functions
which can be cool. Outdoor venues are those such as the Fun Walks and events on the
Breezeway Deck, North Beach Deck or in the Grotto.
Post Dinner
Fun Walk - Meet at Harry's
NAEP Florida Region 2012 Annual
Conference & Vendor Trade Show
April 25 – 27, 2012
St. Petersburg, Florida
Continuing education
credits will be awarded for
all educational sessions.
ATTENDEE
BROCHURE
AGENDA (CONTINUED)
NAEP FLORIDA REGION 2012 ANNUAL CONFERENCE & VENDOR TRADE SHOW
THURSDAY
April 26, 2012
6:45 AM - 7:15 AM Fun Walk - Meet at Harry's (Stop by the Grotto first for a "to-go" cup
of coffee or juice and bring with you)
7:00 AM - 8:00 AM Breakfast Buffet (Coffee service begins at 6:45AM. Breakfast service
Grotto
(Backup Royal Palm)
8:00 AM - 9:00 AM COPP Meeting
Mediterranean Palm
8:00 AM - 9:00 AM ICOP Meeting
King Palm
8:00 AM - 9:50 AM K-12/Others Roundtable Discussion
Sabal/Canary
9:00 AM - 9:50 AM COPP/ICOP Meeting (Joint Meeting)
Mediterranean Palm
begins at 7:00AM)
9:50 AM - 10:00 AM BREAK
10:00 AM - 11: 30 AM Keynote Address - Managing Risk in the Supply Chain
Royal Palm
Larry Giunipero, Ph.D., CPSD, CPSM, C.P.M., Professor of Marketing & Supply Chain Management,
FSU
Dr. Giunipero is a Professor of Marketing and Supply Chain Management at Florida State
University where he teaches undergraduate and graduate level purchasing, materials
management and other classes. Dr. Giunipero’s research interests and current projects include
e-Purchasing, Supply Chain Strategies, Global Sourcing and Use of Social Media in
Procurement. Dr. Giunipero was involved with establishing the field of Purchasing within
college programs nationwide via his work at FSU in establishing a purchasing program and
related curricula at FSU as one of the first purchasing programs in the nation. Dr. Giunipero
will discuss risk in the supply chain and what you can do as the purchasing agent within the
supply chain to reduce risk for your entity.
11:30 AM - 11:40 AM BREAK
11:40 AM - 1:40 PM VENDOR TRADE SHOW with Lunch (ongoing and simultaneous)
Majestic Palm
Lunch will be served during the tradeshow throughout the exhibit
room.
1:40 PM - 1:50 PM
BREAK
NAEP Florida Region 2012 Annual
Conference & Vendor Trade Show
April 25 – 27, 2012
St. Petersburg, Florida
Continuing education
credits will be awarded for
all educational sessions.
ATTENDEE
BROCHURE
THURSDAY
April 26, 2012 (continued)
1:40 PM - 1:50 PM
BREAK
1:50 PM - 2:40 PM
Qualification Requirements of Vendors Transacting Business in Florida Royal Palm
Lyn Shoffstall, Bureau of Commercial Information Services Chief, Division of Corporations, State of
Florida
Are your vendors qualified to transact business in Florida? How does a vendor "qualify" and
what is “transacting business” anyway? Are sole proprietors such as consultants required to do
something before doing business with you? What about performers and artists and how about
vendors not located in Florida? What does the law say and are there exceptions? Ms. Shoffstall
is a seasoned professional with the State of Florida. Ms. Shoffstall will provide an overview of
what businesses and individuals must do with the State of Florida before they do business with
you. She will provide answers and resources you can use to ensure your vendors have met the
State’s requirements.
2:40 PM - 3:30 PM
P-Card Security and Federal Compliance presented by Dell, Inc.
Royal Palm
Representatives will discuss security of p-cards and provide real life examples for schools that
have dealt with credit card information (gift shops, registrar's office, restaurants, animal care,
ticket sales, etc) and what measures have to be taken to be federally PCI compliant. This session
focuses on safety precautions via software and common sense.
3:30 PM - 3:45 PM
BREAK
3:45 PM - 4:00 PM
Spend Analytics presented by Spikes Cavell Analytic, Inc.
Royal Palm
eProcurement presented by ESM Solutions Corporation
Representatives will provide educational sessions concerning eProcurement and Spend
Analytics. These sessions will focus on the subject matter at hand (not their specific company).
They will include a summary of the new E&I contracts they hold in order to introduce you to
these contracts; however, these are intended to be general sessions, so please visit their tables at
the tradeshow prior to these sessions in order to learn more about these companies in
particular.
4:00 PM - 4:40 PM
Changes and New Services Available from E&I
Royal Palm
Michael Einhorn, Florida Member Service Representative, E&I Cooperative Purchasing
Ralph Maier, Director of Contracts for the Southeast Region, E&I Cooperative Purchasing
E&I has changed it's organizational structure and has begun offering new services. Mr.
Einhorn and Mr. Maier will share details about what E&I can do for you and your entity
including new services now being performed by E&I staff (not new contracts).
NAEP Florida Region 2012 Annual
Conference & Vendor Trade Show
April 25 – 27, 2012
St. Petersburg, Florida
Continuing education
credits will be awarded for
all educational sessions.
ATTENDEE
BROCHURE
THURSDAY
4:40 PM - 5:20 PM
April 26, 2012 (continued)
Best Practices of 2011 (Panel Discussion)
Royal Palm
NAEP members will discuss best procurements practices from 2011.
colleagues are making progress for their institutions/entities.
6:15PM - 9:15 PM
Post Dinner
FRIDAY
Reception and Dinner
Learn how your
North Beach Deck
(Backup Royal Palm)
Fun Walk - Meet at Harry's
April 27, 2012
6:45 AM - 7:15 AM Fun Walk - Meet at Harry's
7:30 AM - 8:50 AM Breakfast and Speaker
Royal Palm
Change Management in the World of Procurement
Leslie Vallie, CPPO, Chief Executive Officer, PPG Consulting Service, LLC
A NAEP Florida Region Conference speaker alumni and back by popular demand, Mr. Vallie is
an author of several procurement books, professional speaker, facilitator, trainer, procurement
and business improvement consultant. He focuses on training seminars, strategic planning,
government procurement and contracts consulting, contract claims resolution, and construction
project management. The existing procurement environment requires us as a purchasing
professionals to be current with the latest technology, management theories, and ever-changing
organizations and governing bodies. You will learn how to deal with the challenges of
management changes; organizational structures; responsibilities and learn how to develop and
implement your own change to enhance your image, opportunities and development. You will
gain an understanding of the psychology of change and methods to implement change in
organizational environments and where you and the purchasing department fit into that
process. You will also learn about the plight of your contract administrators, end users and
vendors when change is needed such as changing vendors or the way in which contracted
services are delivered and what you can do to help ensure your entity's success.
8:50 AM - 9:00 AM BREAK
9:00 AM - 9:50 AM
Ins and Outs / Tips & Trends - Group Medical Insurance
Royal Palm
Al Waters, CPCU, CLU, ARM, AIC, Vice President & Senior Consultant, Siver Insurance Consultants
Theresa Conley, MPA, RHU, GBA, Senior Consultant, Siver Insurance Consultants
Mr. Waters and Ms. Conley are independent employee benefits consultants who have
collectively served more than 160 of nearly every type of Florida public entity in a purely
advisory capacity (no sales of insurance). Together, they bring a wealth of practical experience
with more than 100 purchasing departments and hundreds of RFPs over many years. They will
provide information that is sure to help you learn about some of the ins and outs and hidden
issues in soliciting for group medical insurance and self insurance and related programs. They
will also discuss hot topics and trends in the industry, including how medical reform will affect
your entity and you and things that other entities are doing to reduce group medical insurance
costs.
Continuing education
NAEP Florida Region 2012 Annual
credits will be awarded for
Conference & Vendor Trade Show
all educational sessions.
April 25 – 27, 2012
St. Petersburg, Florida
FRIDAY
April 27, 2012 (continued)
9:50 AM - 10:00 AM BREAK - Check out of Hotel
10:00 AM - 10:50 AM Surety Bonds – What A Florida Procurement Official Should Know
Royal Palm
Jim Marshall, CPCU, ARM, JD, President & Senior Consultant, Siver Insurance Consultants
Mr. Marshall, is the President of, and a senior consultant with, Siver Insurance Consultants, an
independent insurance consulting firm with a considerable Florida public entity practice. A
significant part of Mr. Marshall’s practice has been to assist Florida public entities in the
drafting and negotiation, of insurance and risk management provisions, including the surety
bond requirements, in construction and other contracts. Mr. Marshall will provide answers to
these questions such as these: Are bonds insurance? What are the types of bonds and when do
I need one? How does F.S. 255.05 affect my procurements? What must a vendor do to obtain a
bond? How much do bonds cost vendors? How much will my entity be paid if the vendor
defaults? Can vendors qualify to obtain bonds after default?
10:50 AM - 11:00 AM BREAK - Check out of Hotel
11:00 AM - 11:50 AM Bond Claims - What Happens When Things Go Wrong
Royal Palm
Ali Adams, JD, Attorney-At-Law, Mills Paskert Divers, P.A.
Ms. Adams has over sixteen years of commercial litigation experience. Her primary areas of
practice are in surety, construction defect, bankruptcy, employment liability, and general
commercial litigation. Ms. Adams possesses Martindale-Hubbell's AV rating, its highest rating
for competence and ethics. She has handled defaults on public and private projects ranging in
size from $100 thousand to $75 million. Ms. Adams has spoken an a variety of topics such as
Pursuing the Third Party Pocket -- Recovery by the Surety Against Design Professionals,
Agents, CPAs and Others and has authored or co-authored various publications including coauthor, Recent Developments in Fidelity and Surety Law, Tort Trial & Insurance Practice Law
Journal, Winter 2007, Volume 42, Number 2. Ms. Adams will provide insight for purchasing
agents about what happens to the vendor, public entity and bonding company when things go
wrong and there is a claim. She will share "war stories" for situations that she has encountered
during her career. Ms Adams will also share techniques that you can use to make the bond
process work to your entity’s advantage including how to best utilize performance bonds to
improve a deficient vendor’s performance.
11:50 AM - 12:15 PM Business Meeting
12:30 PM - 1:30 PM Lunch & Door Prizes
Royal Palm
Breezeway
(Back up Royal Palm)
For your planning and comfort, please note: (for St. Pete Beach in April)
Average High: 81 degrees Fahrenheit
Average Low: 65 degrees Fahrenheit
Sunrise: Between 6:54 am - 6:57 am
Sunset: Between 8:01 pm - 8:03 pm
NAEP Florida Region 2012 Annual
Conference & Vendor Trade Show
April 25 – 27, 2012
St. Petersburg, Florida
ATTENDEE
BROCHURE
GUEST SPEAKER BIOGRAPHIES
NAEP FLORIDA REGION ANNUAL CONFERENCE & VENDOR TRADE SHOW
Larry C. Giunipero, Ph.D., CPSD, CPSM, C.P.M.
Professor of Marketing & Supply Chain Management
Florida State University
College of Business, Marketing Department
Tallahassee, FL 32306-1110
Phone: (850) 644-8224
Email: lgiunipero@cob.fsu.edu
Website: www.cob.fsu.edu
________________________________________
Dr. Giunipero is a professor at Florida State University and teaches undergraduate and
graduate level supply management, purchasing and other classes. Dr. Giunipero’s research
interests and current projects include e-Purchasing technologies and applications, Supply
Chain strategies, Global Sourcing Strategic Sourcing, e-Purchasing Reverse Auctions and
Sourcing Optimization Purchasing Education & Training. He was instrumental in establishing
the field of Purchasing within college programs nationwide via his work at FSU in
establishing a purchasing program and related curricula as one of the first such programs in
the nation.
Specialty: Purchasing / Materials Management
Selected Published Research
•
•
•
•
•
"Supply Management's Evolution: Key Skill Sets for the Supply Manager of the Future, International
Journal of Operations and Production Management (with Handfield and El Tantawy) forthcoming.
"The Impact of Electronic Reverse Auctions on Purchase Price Reduction and Governance Structure: An
Empirical Investigation", International Journal of Services Technology and Management (with Pearcy)
forthcoming
"A Longitudinal Examination of JIT Purchasing Practices" International Journal of Logistics Management
16:1 pp. 51-70, 2005 (with Gopalkrishna, Chapman and Clark)
"Securing the Upstream Supply Chain: A Risk Management Approach" International Journal of Physical
Distribution and Logistics Management, 34:9 pp.698-713, 2004 (with El Tantawy)
"The Intersection of Strategic Management and Supply Chain Management" Industrial Marketing
Management, Vol.33, pp.51-56, 2004 (with D. Ketchen)
NAEP Florida Region 2012 Annual
Conference & Vendor Trade Show
April 25 – 27, 2012
St. Petersburg, Florida
Continuing education
credits will be awarded for
all educational sessions.
ATTENDEE
BROCHURE
GUEST SPEAKER BIOGRAPHIES – CONTINUED
Lyn Shoffstall
Bureau of Commercial Information Services Chief
Florida Department of State, Division of Corporations
2661 Executive Center Circle
Clifton Building
P.O. Box 6327
Tallahassee, FL 32301
Phone: (850) 245-6862
Email: lshoffstall@dos.state.fl.us
Website: www.sunbiz.org
________________________________________
Ms. Shoffstall is the Bureau of Commercial Information Services Chief for the Florida Department of State,
Division of Corporations. The Division of Corporations serves as the state´s central location for a number of
commercial activities that include a variety of business entity filings, trade and service mark registrations,
federal lien recordings, judgment lien filings, uniform commercial code financing statements, fictitious name
registrations, notary commissions, and cable and video service franchises. In doing so, the Division renders
two broad functional services: (1) formalizes the legal standing of a business or activity by accepting and
indexing the filing or registration, and (2) supplies information and certification regarding the filings and
activities of record. Florida´s Division of Corporations is the most active corporate filing entity in the country.
The Division of Corporations is by statute a ministerial entity. This non-regulatory nature has over the years
created a positive climate for business organizations and is largely the reason why Florida leads the country in
new business formations. Individuals and groups from all facets of life rely on the Division´s services. With a
staff of 108, the Division maintains in excess of eight million records and annually performs approximately
five million activities, including filing more than two million commercial documents and providing over a half
million certification, authentication and copy services. The Division recognizes the importance of and enforces
expedient and accurate processing of filings and certifications (48 hours turn-around-time) and maintains a
95% client satisfaction and approval rating.
The website, Sunbiz.org, is the official business entity index. The Division of Corporations created and
maintains sunbiz.org as an online public search mechanism to aid in fostering business activities. Since 1996 all
documents and records have been imaged and placed on this website for ready access by all. Sunbiz.org is
available worldwide, 24 hours a day, 7 days a week and processes over 240,000,000 events annually. First in
the country to offer electronic filing and certification services, these user-friendly processes now account for
75% of the filing activities and 55% of the certification activities.
Public information about corporations and other business entities filing activity protects consumers and
businesses and ensures that commerce is conducted by properly registered business entities. Sunbiz.org serves
as a deterrent to unscrupulous business practices and is used by law enforcement, business entities, and
citizens as a resource to locate businesses operating in Florida.
The Secretary of State is recognized nationally and internationally as the "keeper of records" and the
authenticity verification official. The Division of Corporations´ location in the Department of State instills
confidence, encourages investments, and drives business activity.
NAEP Florida Region 2012 Annual
Conference & Vendor Trade Show
April 25 – 27, 2012
St. Petersburg, Florida
Continuing education
credits will be awarded for
all educational sessions.
ATTENDEE
BROCHURE
GUEST SPEAKER BIOGRAPHIES – CONTINUED
Ralph Maier
Executive Director of Contracts for the Southeast Region
Educational & Institutional Cooperative Services (E&I)
Phone: 610-279-1475
Cell: 267-207-9338
Email: rmaier@eandi.org
Web: www.eandi.org
________________________________________
Mr. Maier is the Executive Director of Contracts for the E&I Purchasing Cooperative with
direct responsibility for the contracting team. Mr. Maier also has the responsibility for
contract adoption in the Southeast working collaboratively with Michael Einhorn, the
Regional Member Relations Executive. Mr. Maier joined E&I in June, 2010 and has over 27
years of Higher Ed procurement experience. Prior to joining E&I, Mr. Maier was the Chief
Procurement Officer at the University of Pennsylvania with responsibility for purchasing,
travel, publications and mail services. In addition, Mr. Maier led the organizations strategic
sourcing, eprocurement, supplier diversity, and business process redesign initiatives. While at
UPenn, Mr. Maier served on the E&I Board of Directors and Chaired the E&I Strategic
Sourcing Committee.
Mr. Maier has presented at numerous regional and national Higher Ed Procurement conferences. Prior to
joining UPenn, Mr. Maier worked at Johnson & Johnson Incorporated in procurement, manufacturing and
logistics.
Michael Einhorn
Member Relations Executive
Educational & Institutional Cooperative Purchasing (E&I)
Phone: 954-385-8737
Cell: 954-873-1276
Email: meinhorn@eandi.org
Web: www.eandi.org
________________________________________
Mr. Einhorn is the Member Relations Executive for E&I Cooperative Purchasing and has been with E&I for
over 12 years. He is responsible for the AL, FL, GA, and MS region. Part of his responsibility is also to educate
members on new contracts available. Over the last year, he has been working collaboratively with Ralph
Maier, the Executive Director of Contracts to work with members on contract adoption. He has been an
integral part of E&I’s substantial contract usage growth from over $240 million in contract usage revenue in
1999 to over $1.4 billion in revenue in 2010. He has brought his knowledge and experience in consulting with
members to help them bring substantial savings to their institutions through utilizing E&I contracts and
services. He graduated from Hofstra University with a Bachelor of Arts in 1988. Prior to joining E&I, he was
an Account Manager with the Tab Products Company.
NAEP Florida Region 2012 Annual
Conference & Vendor Trade Show
April 25 – 27, 2012
St. Petersburg, Florida
Continuing education
credits will be awarded for
all educational sessions.
ATTENDEE
BROCHURE
GUEST SPEAKER BIOGRAPHIES – CONTINUED
Leslie Vallie, CPPO
Chief Executive Officer, PPG Consulting Service, LLC
6165 Lehman Dr., Suite 205
Colorado Springs, CO 80920
Phone: 303-875-4352 or 719-232-0488
Fax: 720-981-9587
Email: ppg@consultant.com
Website: www.ppgconsultant.com
________________________________________
Mr. Vallie is a professional speaker, facilitator, trainer, procurement and business
improvement consultant. He focuses on training seminars, strategic planning, government
procurement and contracts consulting, contract claims resolution, and construction project
management. Mr. Vallie has worked extensively with the public and private sectors,
including educational, school districts, federal and local governments. He worked for many
years for the federal government holding numerous positions as Contracting Officer,
Policy/Claims Advisor, Construction, Service and A/E Contracting Chief, and Executive
Director of Procurement & Contracts where he negotiated contracts, developed
implementation strategies, wrote policy, resolved claims issues, developed curricula, and
handled operational issues that ranged from day-to-day supervision to legal matters.
His education background includes: BA Finance\Accounting, BA Government Contracting, MS Contract
Management Cert. George Washington University, and over 800 hours continuing Education in Finance,
Management, Accounting, and Acquisition.
Mr. Vallie is also the author of the following books and continuing education course materials:
•
•
•
•
•
•
•
Revenue Generating Contracting
Improving Procurement’s Image
Change Management
Construction Contract Management
Contract Development
Doing Business with the Government
Purchasing Under Grants and other Federal Programs
NAEP Florida Region 2012 Annual
Conference & Vendor Trade Show
April 25 – 27, 2012
St. Petersburg, Florida
Continuing education
credits will be awarded for
all educational sessions.
ATTENDEE
BROCHURE
GUEST SPEAKER BIOGRAPHIES – CONTINUED
Allan Paul “Al” Waters, CPCU, CLU, ARM, AIC
Vice President and Senior Consultant
Siver Insurance Consultants
805 Executive Center Drive West, Suite 110
St. Petersburg, FL 33702-2407
Tel: 727-577-2780
Fax: 727-579-8692
Email: awaters@siver.com
Website: www.siver.com
________________________________________
Mr. Waters received his B.S. in Accounting from the University of Tampa in 1968. He has been in the
insurance/risk management industry since 1966. He worked as a Commercial Insurance Underwriter and
Supervisor for major insurers from 1966 to 1976. He worked as a Risk Management Consultant for E.W. Siver
and Associates, Inc. independent risk management/employee benefits consulting firm from 1976 to 1978. He
worked at Waters Risk Management from 1978 to 2008. He currently works as a senior risk management
consultant for E.W. Siver and Associates, Inc. independent risk management/employee benefits consulting
firm since September 2008.
Theresa Conley, MPA, RHU, GBA
Senior Consultant, Siver Insurance Consultants
805 Executive Center Drive West, Suite 110
St. Petersburg, FL 33702-2407
Tel: 727-577-2780
Fax: 727-579-8692
Email: tconley@siver.com
Website: www.siver.com
________________________________________
Ms. Conley is a senior consultant for employee benefit services and risk management retainer activities as well
as health claims auditing. She graduated from the University of South Florida in December 2010 with a Master
in Public Administration. She graduated from the University of Florida in May 2004 with a Bachelor of Arts in
Business Administration. She holds a Florida 215 Health, Life and Variable Annuities License. She received the
Registered Health Underwriter (RHU) designation from the American College in 2007. She received the Group
Benefits Associate (GBA) designation from the International Foundation of Employee Benefits and the
Wharton School of the University of Pennsylvania in September 2009 as three parts of the Certified Employee
Benefits Specialist (CEBS) designation. She is continuing to pursue and currently enrolled in additional courses
to complete the CEBS designation.
Ms. Conley has been a consultant with Siver Insurance Consultants since 2007. She has three years prior
experience with human resources, workers compensation and health programs including: group medical
insurance, group dental insurance, life and Accidental Death & Dismemberment Insurance (AD&D) and shortterm disability programs. Her human resources experience includes management of the benefit programs and
enrollment process for over four hundred employees. Her health insurance experience includes claims
processing experience.
NAEP Florida Region 2012 Annual
Conference & Vendor Trade Show
April 25 – 27, 2012
St. Petersburg, Florida
Continuing education
credits will be awarded for
all educational sessions.
ATTENDEE
BROCHURE
GUEST SPEAKER BIOGRAPHIES – CONTINUED
James “Jim” Marshall Jr., CPCU, ARM, JD
President and Senior Consultant, Siver Insurance Consultants
805 Executive Center Drive West, Suite 110
St. Petersburg, FL 33702-2407
Tel: 727-577-2780
Fax: 727-579-8692
E-mail: jmarshall@siver.com
Website: www.siver.com
________________________________________
Jim Marshall is the President of, and a senior consultant with, Siver Insurance Consultants, an independent
insurance consulting firm with a substantial public entity practice. Mr. Marshall is a graduate of the
University of Florida (B.A. with honors, 1964) and a graduate of Stetson College of Law (J.D., magna cum
laude and valedictorian, January 1977). Mr. Marshall holds the Chartered Property & Casualty Underwriter
designation (CPCU) from the American Institute for Property and Liability Underwriters, Inc. and the
Associate in Risk Management designation (ARM) from the Insurance Institute of America. His professional
memberships include membership in the Society of Chartered Property & Casualty Underwriters, the Society
of Risk Management Consultants, the Florida Bar, and the American Bar Association. A substantial amount of
Mr. Marshall’s practice at Siver consists of assistance in the drafting of insurance and risk management
provisions in construction and other contracts, the interpretation of insurance contracts (including the impact
of case and statutory law and custom and usage of the industry on such contracts) for government, private
enterprise and individual clients. He also provides litigation services as a consultant or expert witness and, as
such, has been retained in connection with a number of high profile cases.
NAEP Florida Region 2012 Annual
Conference & Vendor Trade Show
April 25 – 27, 2012
St. Petersburg, Florida
Continuing education
credits will be awarded for
all educational sessions.
ATTENDEE
BROCHURE
GUEST SPEAKER BIOGRAPHIES – CONTINUED
Alberta L. “Ali” Adams, JD
Attorney-At-Law, Mills Paskert Divers, P.A.
100 North Tampa St., Ste 3700
Tampa, FL 33602
Phone: (813)229-3500
Fax: (813)229-3502
Email: aadams@mpdlegal.com
Web: www.mpdlegal.com
________________________________________
Ms. Adams has over sixteen years of commercial litigation experience, handling matters in state and federal
court, and in arbitration. Her primary areas of practice are in surety, construction defect, bankruptcy,
employment liability, and general commercial litigation. She possesses Martindale-Hubbell's AV rating, its
highest rating for professional competence and ethics.
Ms. Adams graduated from Florida State University in 1990 with a bachelor's degree in Political Science. She
then attended Tulane Law School, where she graduated magna cum laude and Order of the Coif in 1993.
While at Tulane, Ali served on the Moot Court Board.
Ms. Adams has handled all aspects of construction defect and surety claims. Her experience includes the
negotiation of tender and takeover agreements; negotiations with completion contractors; default, contract
balance and recovery issues in the context of contractor bankruptcies; litigation with owners; indemnity and
third party recovery actions; including actions against design professionals; and defense of payment bond
claims. She has handled defaults on public and private projects ranging in size from $100,000.00 to $75 million.
She further has significant experience in dealing with public bodies such as the United States Army Corps of
Engineers, departments of transportation and development, housing authorities, dock boards and port
authorities, school boards, and state universities. She is admitted to the United States Court of Federal Claims.
Ms. Adams's practice also includes significant bankruptcy experience representing creditors in pursuing
secured claims, securing DIP financing, representing competing plan proponents, litigating plan issues,
defending preference actions, lifting the automatic stay and protecting cash collateral, and litigating adversary
proceedings, including objections to discharge ability.
Ms. Adams's employment practices experience includes the defense of age and gender discrimination and
wrongful termination claims, and enforcement of employee non-competition agreements.
Ms. Adams has also handled a wide-range of commercial disputes including lease disputes, partnership
dissolution, and agent misrepresentation claims.
In addition to her commercial litigation practice, Ms. Adams has provided pro bono legal service to children in
abuse and neglect cases for over ten years.
In 2006, Ms. Adams joined Mills Paskert Divers P.A. Her practice includes construction, fidelity and surety,
employment practices and general commercial litigation, and bankruptcy.
In 2008, Ms. Adams was selected to be one of only 25 attorneys admitted to the ABA Tort & Insurance
Practice’s Leadership Academy.
NAEP Florida Region 2012 Annual
Conference & Vendor Trade Show
April 25 – 27, 2012
St. Petersburg, Florida
Continuing education
credits will be awarded for
all educational sessions.