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Statements of Work Done Right!

Successfully Draft, Negotiate and Manage

Online Event • April 6-7, 2021 - $695

 

Benefits

This highly interactive SOW workshop uses classroom discussion and group exercises to develop and improve skills in the following areas:

  • Best-practice elements of great SOWs
  • Getting input from stakeholders for SOW requirements
  • Preventing vendors from using SOWs to modify master agreements
  • Revising vendor-written fuzzy wording that might shift risk to the customer
  • Licensing principles that maximize protections and money savings for customers
  • Drafting SOW acceptance tests so customers get what they pay for
  • Countering practices used by vendors to defeat customer protections in SOWs

Attendees will also come away with sample templates and checklists providing a solid foundation for negotiating, drafting and managing SOWs.

Overview

In Statements of Work (SOWs) we spend a lot of money while many products and services are bought. Oftentimes SOWs fail, causing delays, financial loss and other damages. Some SOWs written by a customer can be so unclear that acceptance testing is almost impossible. SOWs that are written by a vendor are often riddled with fuzzy words that shift all the risk to the customer. Additionally, vendors will use SOWs to modify key terms of a Master Agreement that inevitably put the customer at an increased disadvantage. Even customers with the best templates and negotiated SOWs still get burned by skilled vendors adept at managing the engagement and in turn, bypassing any written protections.

  • Are your SOWs written by the Vendors? 
  • Do Vendors use SCOPE creep and Change Orders
  • to charge more and bust your budgets?
  • Do you need to get control of your SOWs?

With a curriculum purposefully designed to provide those new to the profession, and veterans looking to get back to basics, with practical tips and tactics for negotiating a better deal with suppliers, this 9-hour interactive workshop will leave participants feeling informed, empowered, and excited about their future in technology procurement. Sessions are hands-on, collaborative, and facilitated by some of the industry’s most engaging professionals.

 

Register for Statements of Work Done Right! 

 

Data Privacy and Security Issues in Cloud Contracts - $40.00 - Complimentary for CAUCUS members

April 14, 2021 - Online Meeting - 1:00 pm - 2:15 pm ET

Guest Speaker: Tracy Janes

Third Party Risk Management (TPRM) is crucial to the success of any vendor management process! But did you know that an effective TPRM program can not only protect your organizations sensitive data it can help you understand the risk of doing business with a particular vendor? This session will review:

  • How to support your organizations requirements for data privacy as new privacy regulations continue to roll out
  • The valuable roll a procurement professional plays in this process 
  • Ways TPRM helps to increase negotiating leverage

Come learn more about how TPRM helps your organization protect data, how you can leverage the results of risk assessments in the contract process, and much more! 

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Roundtable: Data Privacy and Security Issues - Complimentary for CAUCUS members

April 21, 2021 - Online - 1:00 pm ET - 2:00 pm ET

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RFP Lab: Forms - Training - Templates

Online Event • May 5-7, 2021 - $1200

Benefits

  • Establish vendor competition
  • Convert vendor “sales talk” into enforceable contractual commitments
  • Codify all requirements in a single document
  • Align objectives and evaluation criteria
  • Stop vendors from bypassing the procurement process
  • Obtain multiple solutions to your “problem”
  • Gain, improve and retain negotiating power
  • Provide a disciplined, repeatable approach to the RFP process

Overview

A well-designed RFP will address your needs effectively. It should require that responding vendors propose concrete solutions and be accountable for those solutions.

Your RFP process should determine

  • How willing is a vendor to accept contractual commitments?
  • Does the vendor have the skills and experience to do the job right, on time and within budget?
  • What responsibilities will the vendor have?
  • What deliverables can you expect to see? When?
  • What happens if the vendor does not deliver as expected?
  • What is the best deal?

If the solutions to these issues are left ambiguous, the results are often disastrous. Project delays, cost overruns, wired deals and overall project failure are common outcomes from using an informal approach. Unfortunately, many projects fit into this undesirable category.

With the help of a well-crafted RFP, issues that are left for future negotiation with a vendor are minimal.

Register for RFP Lab

 

NEGOTIATIONS Power - Process - Principles

Online Event • May 19-21, 2021 - $1200

Benefits

  • Avoid risk
  • Save money
  • Resolve disputes
  • Close that big deal
  • Get what you pay for
  • Gain and retain power
  • Learn strategies and tactics
  • Prevent future headaches
  • Get a better agreement
  • Obtain your objectives

Overview

If you’re ever in a position that requires you to negotiate, this is a must-attend seminar! Do better trade agreements, acquisitions/mergers, real estate transactions, labor settlements and corporate or government procurement. Close large sales or improve any deal where you need to protect your interests. Unlike other ICN courses, which are aimed at IT procurement professionals, this seminar is for anyone who negotiates anything.

Register for NEGOTIATIONS

 

SLA Lab Results-Based Contracting

Online Event • June 9-11, 2021 - $1400

 

Benefits

  • Get Specific Results
  • Change Promises into Contractual Rights
  • Ensure Vendor Compliance
  • Get Meaningful Remedies
  • Reduce Your Risk of Project Failure
  • Save Money, Time, Aggravation and future headaches

Overview

Early in the acquisition process, effective negotiating teams must agree upon the concept of which contractual approach they will use to drive the deal. ICN’s advanced training course SLA Lab: Results-Based Contracting helps you understand the difference between contracting for resources and contracting for results and shows you how to implement a “results deal”.

This “results versus resources” decision establishes which side of the bargaining table will bear the responsibility for the results you’re expecting from the deal. In a “results deal,” the vendor is responsible, while in a “resource deal,” it’s the customer.

In SLA Lab, you’ll gain an understanding of critical elements that can help you shift risk and responsibilities to the vendor and monitor ongoing compliance.

Register for SLA Lab

 

Cloud Contracting Demystifying the Fog

Online Event • June 23-25, 2021 - $1400

Benefits

  • What is Cloud Computing?
  • Learn the benefits and risks of Cloud Services
  • Get the factors essential to the paradigm shift presented by Cloud Computing
  • Prepare yourself to acquire Cloud Services
  • Analyze/evaluate Cloud Services options
  • Mitigate Cloud Service risks

Overview

This ICN course targets the contract negotiating side of the new and rapidly evolving world of Cloud computing. The course identifies potential Cloud-contracting problems and sets forth a process to help the IT sourcing professional and his/her internal clients (users, IT, project managers, business managers, executive sponsors, and so forth) prepare and conduct effective negotiations to enable the customer to get better deals and better contracts among the Clouds.

Register for Cloud Contracting

 

Negotiating Requirements

Online Event • July 6-7, 2021 - $695

Benefit Takeaways

  • Understand the process Vendors use to manipulate Customer technical Requirements
  • Develop a Customer-specific process to negotiate technical SOWs
  • Learn how to write attachments for technical Requirements to purchase Equipment, Software, Cloud services, etc.
  • Create warranties specific for technical SOWs
  • Master drafting multilevel Remedies for technical Requirements
  • Use Remedies to get performance instead of lawsuits
  • Sample wording for technical Requirement attachments – Customer version
  • Checklist for drafting technical SOWs
  • Tools for negotiating technical Requirements and SOWs with Vendors

Overview

This Practical, hands-on Negotiation class will help you get the right warranties and remedies into your SOWs that can help customers get full, timely performance of technical requirements for the agreed-to price and avoid expensive and time-consuming litigation or other delays.

Register for Negotiating Requirements

 

Total Vendor Management Getting What You Pay For

Benefits

  • Identify which vendors to manage
  • Enhance relationships with vendors
  • Ensure vendor performance
  • Exercise your rights
  • Monitor vendor obligations
  • Learn to use Key Performance Indicators (KPIs)
  • Implement an effective vendor management system

Overview

Tired of worrying about your vendors’ performance? Concerned about contractual disagreements and products/services that don’t measure up to standards? This workshop will show you how to control your vendors and get what you pay for. You’ll learn techniques to establish and maintain a meaningful working relationship with your key vendors. And, you’ll discover how to create and utilize leverage that improves vendor performance.

Topics Include

  • Essential Governance Structure and Tools
  • Vendor Classification
  • Key Performance Indicators (KPIs)
  • Relationship Management Techniques
  • Managed Acquisition Process

Whether you currently have or are interested in establishing a Vendor Management Office (VMO) you’ll gain valuable insights by attending this seminar.

Register for Total Vendor Management

 

IT Contracting Boot Camp

Get Informed. Leave Empowered.

Online Event • September 8-9, 2021 - $695

Intro to Boot Camp/ The Art of Becoming a Dealmaker

Modules

  • The Art of Becoming a Dealmaker
  • Contracting Philosophy Tool
  • Popular Vendor Ploys and How to Counter Them
  • Fundamentals of Drafting, Reviewing, and Negotiating
  • Four Ways Suppliers Limit Their Risk Contractually
  • Cloud Contracting:  Risks & Strategies
  • 10 Habits of a Successful Procurement Analyst

 

Register for IT Contracting Boot Camp

  

The Finance in IT Procurement – Answering the Difficult Questions - $40.00 - Complimentary for CAUCUS members

Date: It was LIVE on Wednesday – March 20, 2019
Speaker: James Johnson, PHD


Members - Please view in the Education Center

Non-members - Order Now


Join us to get the answers to the procurement industries most challenging Finance questions. This interactive 1.25-hour topic, shared with your peers and the experts, will not only spend time understanding the problem but the solutions to these questions will be discussed in detail.
Why is this topic important to the everyday Procurement Professional? Because understanding some of these fringe topics will allow you interact more intelligently with your internal team (or stakeholders) and your increased knowledge will give you the upper hand when negotiating with prospective vendors. Don’t get bamboozled by the vendor!


We will be hearing from thought leaders in the field today, with in-depth experience on these financial IT procurement issues. Interaction from attendees will also shed significant light on these topics and more!


Certification: Practical Legalities in IT Procurement - Answering the Difficult Questions - $40.00 - Complimentary for CAUCUS members

Members - Please view in the Education Center

Non-members - Order Now

*This meeting was LIVE on 6/20/2018 and was very interactive! Purchase the recording above.

Join us to learn some of the procurement industries most challenging legal questions. Get additional legal insights and how they may effect some key negotiations with vendors and other general procurement activities. We will be hearing from thought leaders in the field today with in-depth experience on these legal procurement issues. Interaction from attendees will also shed significant light on these topics and more!

This event will be centered around the most difficult CTPS/CTPE certification exam questions, historically, we have observed over the years and will set you up to get certified. Not only will this session better prepare you for the exams, it is a learning session for all.


Certification: Contract Management - Answering the Difficult Questions - $40.00 -Complimentary for CAUCUS members

Members - Please view in the Education Center

Non-members - Order Now

*This virtual meeting was held on 4/10/2018 (purchase recording above).

Join us to learn some of the Procurement Industries most challenging questions regarding Contract Management. Get additional insights into these questions (below) and how they may effect some key negotiations with vendors and other general procurement activities. We will be hearing from a panel of the foremost thought leaders in the field. Interaction from attendees will also shed significant light on these topics and more!

This event was centered around the most difficult questions, historically, we have observed over the years and will set you up to get certified. Not only will this session better prepare you for the CTPS/CTPE exams, it is a learning session for all.


Certification: Sensible IT Procurement - Answering the Difficult Questions - $40.00  -Complimentary for CAUCUS members

Members - Please view in the Education Center

Non-members - Order Now

This virtual meeting was held on 5/10/2018 (purchase recording above).

This class reviewed some of the Procurement Industries most challenging questions. Get additional insights into these questions (below) and how they may effect some key negotiations with vendors and other general procurement activities. The session included a panel of the foremost thought leaders in the field. Interaction from attendees also shed significant light on these topics and more!


Certified Technology Procurement Executive (CTPE) and Specialist (CTPS)

If you are interested in Industry Certified the Certified Technology Procurement Executive (CTPE) or Specialist (CTPS) please click here to see our Certification Page.

Certification Benefits

Numerous benefits accrue as a result of acquiring CTPS and/or CTPE accreditation.

  • Professional recognition. The designations CTPS and CTPE identify a level of achievement, which is recognized and respected by others in the procurement profession.
  • Growth potential. The CTPS certification is the first step in establishing achievement in the field of procurement. It is a stepping stone to higher level achievement—CTPE accreditation, which awards advanced certification.

CAUCUS Certifications

  • Identify you as possessing technical competency
  • Recognize your commitment to professionalism
  • Provide opportunity for self-improvement
  • Offer you greater recognition on the job and among your peers
  • Raise the professionalism of your company
  • Identify your company as being committed to hiring qualified professionals

The CTPS & CTPE Study Guide

Order Now →

Once you purchase this guide, a quality hard-copy will be mail to you the next business day.

About This Guide
The CTPS & CTPE study guide was developed in an effort to assist in preparing applicants for the CTPS & CTPE examinations. This study guide will help you become familiar with the structure, format and content of these examinations. Familiarizing yourself with these aspects of the test and CAUCUS™ recommended reading list will contribute to effective preparation for a successful test taking experience. Relying strictly on the study guide to prepare for the CTPS & CTPE examination will not guarantee a passing score. A pdf Study Guide already comes with the basic CTPE program purchase, however this item if for people that like hard-copy quality printed material.

This study guide covers the structure of the test in regard to examination format, passing criteria and retaking the examination if necessary. Test preparation techniques, such as process of elimination and going with your intuition, will also be covered in this study guide. Each section contains information such as definitions of key terms, sample questions, rapid reviews and additional resources for each module of the CTPS & CTPE examination.


On-Demand: Identifying and Defeating Vendor Ploys

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Want to be prepared the next time a vendor attempts to sway a deal to his favor? ICN’s explanation of popular vendor ploys will arm you for many of these tricks. Learn how to counteract the “I cannot give you a better price than…” ruse, understand how to deflect the “that is not the way we figured the deal” scheme, and thwart the “if we lower our fee, we can’t give you our best consultants” stunt.

Having ICN’s online presentation of Vendor’s Ploys in your arsenal gives you an advantage in negotiations to do better deals. We’ll show you how to neutralize some of the most common ploys, including:

  • Booked Order
  • Form Contract
  • All Included Price
  • Try It, You’ll Like it
  • Who has the Keys to the Company Store
  • We Don’t Need to Write That Down, You Can Trust Me
  • We Can’t Do it for you Because We Would Be Setting A Precedent
  • Unfortunately, I’ll Have to Get Any Changes Approved By Corporate
  • and many more!

You’ll naturally feel greater confidence by being prepared to counter these common ploys. With negotiations in your favor, you’re sure to do better deals.


On-Demand: Managed Acquisition Process (MAP) Online Class

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Course contains two sessions

Designed to help you maximize your leverage throughout the procurement process, the Managed Acquisition Process™ (MAP™) is designed to help large and small companies, governments, and organizations of all sizes save resources and money. By focusing on best practices in a variety of areas (RFIs, RFPs, contract drafting, negotiations, contract management, and vendor management), you can begin improving your deals, increasing vendor performance, and reducing costs.

The procurement of goods and services is not an isolated event—it’s a process—and to do it well requires teamwork. Every stage of the process involves an opportunity for you to strengthen or weaken your bargaining position with your vendors. Whether you are directly or indirectly involved in the sourcing and procurement of goods and services, ICN will help you get the most out of your vendors—no matter what type of deal you’re doing.

Class consists of two online courseware sessions, one at 55:45 minutes and one at 71:29 minutes.


Online Meetings: Partly Cloudy with a Slight Chance of Contract Enforcement

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By Ruth Ginzberg CTPS, Senior IT Procurement Specialist, University of Wisconsin System Administration

Virtual Meeting date - January 16, 2019, 12:00 pm - 1:00 pm on the Zoom.us platform.

3rd party vendors are involved in roughly 60% - 70% of all data breaches. If you are relying on your legal counsel, procurement department, or I.T. department to lock down the security risks in your cloud contracts, then you probably have security vulnerabilities you don't realize you have. This is true regardless of how good your cloud supplier’s technical security controls are. The contract itself and its administration can create vulnerabilities.

This goes beyond, "Do I own my own data?" or "Did we attach our company’s cloud contract rider?" Good cloud contracts require information security professionals' involvement in all aspects of their creation, administration, and enforcement. Managing 3rd party risk in the cloud requires the application of supply chain management risk reduction practices to the cyber sphere.

  • Understand how unnecessary risks can be introduced during the contracting process
  • Identify the most important security risks in existing contracts in your organization
  • Develop strategies to transfer, mitigate, avoid or eliminate those risks

Online Meetings: Procurement Transformation - Eastman Chemical Company Case Study

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Online Meetings: The Tech in IT Procurement: Answering the Difficult Questions

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Virtual: Artificial Intelligence (AI) - Changing Your Procurement World!

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Online Meetings: Final Steps in Onboarding a Supplier for PO Issuance

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