w w w . a t s p g . c o m

®

Experts in Profit Maximization & Business Growth Services

training_rev. 05/13

Course Instructor

Ted Landgraf (US) Chief Exective OfficerAbove the Standard Procurement Group®, Inc.

� ESI International (contracts, subcontracts) � Top 1% BP School of Management, 1990 � Top 3% Exxon CORS Training, 1989 � International Who’s Who Entrepreneurs � Worldwide Who’s Who Procurement � Systematized procedures &

streamlined existing organizations � ISO Auditor Certified (2007) � Team creation expert � 30 Years experience � Budget $100M+

More than 30 Years Experience � Chief Executive Officer � Venture Capital Partner � Vice President

Publications � Hard Cost Savings v. Soft Cost Savings � Responding Request for Proposal Process � Supplier and Vendor Relationships � 10 Steps Reducing Costs � Supply Chain Disruption � Procurement Trends � Risk Management

Course Instructor SummaryThe global companies he has worked with have ranged from a million dollars to billions of dollars.

In 2000, Ted was listed in Who’s Who International Entrepreneurs. In 2012, he was nominated and listed in the Worldwide Who’s Who for Procurement.

For more than thirty years Ted has provided Expertise, Efficiency Evaluation, and Oversight in all facets of purchasing and procurement cost reduction, outsourcing, and financial services to a broad spectrum of clients.

Capitalize on Expert Knowledge to Gain Maximum Value on these Vital Issues:

 ACHIEVE improved audit / assessment management and evaluation for greater outcomes

 CREATE improved communications to you, your organization, and your most valuable client (be a first in class organization with best practice as the center piece for long term success)

 DRIVE proactive audit, compliance, and regulation instead of reactive (increased effectiveness and efficiencies)

 EMPLOY proven methodologies, steps, templates, white papers, and experience for your audit, compliance, and regulation challenges

 ESTABLISH and utilize internal organizational services and external audit to your benefit

 LEVERAGE cost avoidance, reduced costs, soft cost, with sustainable measures through audit / assessment best practice and adherence to compliance and regulation

 MAGNIFY your bottom line with less staff  MASTER and overcome challenges in the global economy, your organizations

compliance issues and increased regulation  MINIMIZE findings for greater results, more compliance, and long term best

practice (proactive planning and risk management) Â QUANTIFY your audit / assessment processes, best practice, and systems

(templates, forms, and contracts specific to your organization)

Why You Should Attend The practical and applicable areas you will learn and take away from this

workshop will empower you, your team, your organization, and all that you do going forward with results in managing a best in practice audit, compliance,

and regulation system that is best for your organization.

The techniques, exercises, templates, forms, white papers, and other materials, you will receive electronically, will help you

become more effective, communicative, your team will be able to do more, you will see greater bottom line results, best value will

improve, and a host of other areas as outlined in the sessions. This workshop is not practical theory, but REAL LIFE, RESULTS ORIENTED and TIME TESTED techniques.

With the many changes taking place in the global business world over the next decade, the need to become more effective with time, resources, less staff, many new organizations coming into your industry, while many are retiring, and less money to accomplish what you need to do, you will not want to miss this workshop. This is not just another training or workshop where you will leave from and not have change. Ted Landgraf is all about CHANGE for the better on performance of audit / assessment strategies, compliance, regulation, and sustainability.

“Ted not only reduced our costs by $32M in first year expenditures in one category, but also systemized our processes, procedures, standardized best practice, reduced order time, expanded sourcing suppliers, and increased our reputation as a best in practice organization.”

Regional Vice President,

Fortune/Global Oil Company – confidential-

Audit, Compliance, and Regulation TrainingPresents,

Discover How to Work

Smarter, Not harder!

w w w . a t s p g . c o m

®

Experts in Profit Maximization & Business Growth Services

Accomplishments � Procurement Department development

resulting in billions of dollars savings for many different companies, projects, products, and services

� Procurement compliance and audit � ISO Auditor Certified (2007) � Management leadership style reduced

staff turnover, increased company morale, and instituted a more productive work environment.

� Reduced billions of dollars of costs for companies through systemization, paperless custom software, and efficiency processes.

As CEO of Above the Standard Procurement Group®, Inc., Ted is responsible for planning, directing, and controlling all activities in accordance to ensure financial stability and client satisfaction commensurate with the best interest of clients, partners, affiliates, employees, and Corporate.

Companies Benefited � BP Oil � Exxon � Sprint � Geiger � MetLife � Federal Agencies � Sysco, PFG, U.S. Foods � Del-Jen/Fluor Company � YWCA of Greater Los Angeles � U.S. Government Federal Contractors

Who Should Attend?CEOs, CFOs, Directors, Heads of Departments, Managers and Executives, responsible for:

� Tender � Project � Sourcing � Contract � Purchasing � Operations � Supply Chain � Procurement

Workshop OverviewDuring this interactive training, each delegate will learn greater ways and methods of overall audit / assessment, effectiveness, efficiency and outcomes, compliance sustainability, internal organizational communications, and steps for improved bottom lines, simple best practice for audit / assessment process management, templates, white papers, lecture, and interactive exercises.

The entire workshop will not stop there; each delegate will have many tools they will be able to take back into their organizations and position for real and effective results as it relates to this course and the many areas we will cover. What is most important? Each person attending will be able to contact Ted

Day 1 |Review 32.01 Procurement Audit Presentation

Session One – Procurement and Finance (Shared Services)

 Review 32.02 Session One Audit Template  Assessing staff, folders, files, policies,

procedures, questions, etc.  Self-Assessing  How to increase greater self-governed

compliance

Session Two – Exhibits A-K Â Review 32.03 Session Two Exhibits A through K Â Clauses (A) Â Definitions (B) Â Dollar Thresholds (C) Â Questions Form Checklist (D) Â Purchasing File Review Checklist (E) Â Explanation Directions for Exhibit E (F) Â Procurement Review Guide (G) Â Assessment Report (H) Â Requisition Checklist (I) Â Purchase File Checklist (J) Â Vendor Questionnaire (K)

Session Three – Review Procurement, Property, and Finance Files  Review 32.04 Session Three Exercise Sound Procurement File Folder  Exercise: Sound Procurement File Folder  What Makes a Good File  Groups

▫ Assess Company Files and Provide Feedback ▫ What is right and wrong with each file? ▫ What are some ideas to improve the files, procurement, and the system?

Session Four – Audit Tools  Review 32.05 Session Four Audit Tools

▫ Findings Recommendations Generic  Template PO BPA Contract File Log  Assessment Complete Guide Tool  PR PO Contract Checklist

Procurement files assessment  Assess with accuracy utilizing tools and system ÂWhat type of questions should you ask during your assessment?

 Who should you interact with and interview?  What should you be looking for?

“Ted and his team were able to improve our bottom line through their unique and proprietary bidding process … we did not have to let any workers go! Management was grateful for the actions and the increased effectiveness that came from improved communications by implementing best practices. Through Ted’s centralized procurement, a new platform for proper supplier management and evaluation, new techniques and methodologies were instituted into the organization for greater accountability with company resources. The entire process empowered staff to be more active with holding people accountable for action items, which led to an increase in results with all resources.”

CEO, Oil & Fuel/Refinery Supplier

– confidential –

Achieve Optimum

Results within your

Organization

w w w . a t s p g . c o m

®

Experts in Profit Maximization & Business Growth Services

Landgraf for greater relationship, questions, and anything else needed as it pertains to this workshop.

Free Takeaways!You will receive the entire training in electronic format as outlined in this training, plus some take a ways. These take a ways are contained in the following folders:

� 32.10 Exercises � 32.11 Case Studies Publications White Papers � 32.12 Program Assessment Guide � 32.13 Office Inspector General � 32.14 Government Folders

How will these Help?Each of these templates, documents, white papers, and worksheets will help each delegate to do the following:

� Be able to understand more about compliance and regulation and its importance in this global economy

� Be able to work smarter and not harder and longer hours to accomplish what is being demanded of you

� Be proactive for greater results than reactive with non-desired consequences

� Create and implement your own internal assessment / audit practices, team, and procedures that serves your organization, your department, suppliers, staff, and all others involved in your processes

� Create a best in practice team from your department, other departments, your suppliers, and your organization

� Effectively communicate through meetings and documentation

� Learn how to identify areas of weakness, non-compliance, and create corrective action plans

� Improve your bottom line numbers through best in practice assessment, internal procedures, accountability, and action plans that correct areas that are not in line with your Standard Operating Procedures, Policies, Defined Compliance and Regulation, and external requirements

� Lead by example with our proven simple steps for assessment / audit policies (communications, management, and financial)

� Learn and implement audit / assessment processes and best practice for easier solutions within this complex global world

� Understand how to gain more with less resources

� And much more

Day 2 l

Session Five – Internal Purchasing Procedures  Review 32.06 Session Five Purchasing Procedures

Process Internal  BPA Terms and Conditions Template  Meeting Comparison RFP  Procurement Specialist Skillset  RFP Bid Matrix RFP  RFP Bid Price Analysis Summary  RFP Detail and Comparison Form RFP  Supplier Comparison Form List RFP  Supplier Comparison List RFP  Sole Single Source Form

Session Six – External Purchasing Procedures  Review 32.07 Session Six Purchasing Procedures Process External  Client Credit Application  Employee versus Outsourcing Offshoring Cost  Policies and Procedures RFP  Purchasing Policy  Reference Data Sheet  RFP Detailed  RFP Supplier Data Sheet  RFP Supplier Outline and Expectations RFP  Signature Affidavit  Supplier Item RFP List  Supplier Purchasing Procedures  Supplier Questionnaire  Third Party Approval Letter  Bid Tender Supplier First Email  Bid Tender Supplier Second Email

Session Seven – Standard Operating Procedures (SOP) Review  Review 32.08 Session Seven Tech Guides  Exercise: Procurement Standard Operating Procedure  Work Groups  Editing and input  Department and Inter-Departmental Impacts  Efficiencies

Session Eight – Team Building and Communication  Review 32.09 Session Eight Team Building and Communication  Exercise: Procurement Influences  Review challenges for all departments  Discuss cause and affect between departments  Brain storm solutions and ideas

FREE Takeaways!