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Procurement Academy


Delivered in three Tiers for entry-level to advanced professionals, the NAEP Procurement Academy is a competency-based certificate program that provides best practices, insider intelligence and market knowledge needed to advance your career.



Each Academy Tier is mapped to NAEP’s Competency Model (use your NAEP member login to view) so that attendees may increase their knowledge and skills. We have used the NAEP Competency Model to align each Tier to specific, measurable objectives and outcomes. As a result, you can develop skills and increase capabilities in competencies expected of your position and experience level within higher education.


Click a tier to learn more!

Tier I is for early career professionals or professionals new to higher ed procurement. Objectives of this course focus on fundamental administrative processes and systems. Tier I aligns to three major competencies, Ethical Practice, Effective Performance and Communication.


See what past Tier I attendees have shared about their experience:

"Tier I was an engaging, interactive, and insightful session that will no doubt shape me as a procurement professional."

"The interactive nature of the entire workshop was wonderful. Excellent networking and sharing of problems and best practices. The faculty did an excellent job of leading the discussion. I was the first from our University to attend a NAEP training and I am highly recommending that we continue to send employees to future workshops."

 

Click here for the Tier I Agenda.

 

In-depth module topics focus on:

These sessions examine fundamental purchasing skills, techniques and practices, the acquisition cycle, ethics in professional relationships, legal aspects of the procurement process in conjunction with written and verbal communication skills.

Positions that may be included in this level: Procurement Assistant, Procurement Analyst, Buyer.

Attendees at this event will earn 20.75 hours of continuing education. These hours may be applied toward ISM's C.P.M./CPSM/CPSD recertification and/or A.P.P. re-accreditation, or UPPCC's CPPO/CPPB certification or recertification program requirements.


Tier I Faculty

Charlene Lydick, C.P.M
University of Colorado (retired)
View Bio

 

  • Charlene Lydick, C.P.M., retired from the University of Colorado (CU) having served the university in a variety of roles, most recently as the Director of Procurement Operations where she managed a staff of 20 and oversaw Purchasing Services, Contracting Services, the Small Business Program, and Support Services. Previous to joining CU, Charlene was in private sector procurement for many years working in the areas of healthcare and telecommunications.

    She is past District VI Representative to the NAEP Board of Directors (2013-2016), Past President of the NAEP Rocky Mountain Region (2010), Co-Chair of the 2010 NAEP Annual Meeting Host Committee, and has been a frequent speaker at NAEP Annual and District/Regional Meetings as well as at various small business conferences. Since 2011 Charlene has been an instructor for the NAEP Foundation Academy. She is the recipient of the NIGP Rocky Mountain Governmental Purchasing Association’s Manager of the Year Award (2008) and NAEP’s Distinguished Service Award (2011)

     

 

Robert Haverkamp, Esq.
The Ohio State University (retired)
View Bio

  • Robert retired from The Ohio State University having served the University as a lawyer and administrator for 38 years, most recently as Associate General Counsel (and leader of the business and real estate practice group) since 2006. Previously, he held a number of positions in the administration, including Director of Real Estate and Research Park Operations (1991-99) and Assistant Vice President for Business and Finance (1996-2006). His principal areas of practice have been governance and board operations, business affairs, real estate, land use regulation, transactional law, enterprise risk management, and affiliated entities.

    As a part of his extensive service in community and civic organizations, Robert has served as Chair of the Mid Ohio Regional Planning Commission (1987-89); President of the Ohio Association of Regional Councils (1988-89); President (1991-93) and a Founding Trustee of the Ohio Human Rights Bar Association; a member of the Ohio State Bar Association Committee on Legal Ethics and Professional Conduct (1996- 2009); and a member of the Board of Directors of the National Association of College and University Attorneys (2004-07). Robert received his Bachelor of Arts degree from The Ohio State University in 1968 and his Juris Doctor degree, cum laude, also from Ohio State in 1971.

 

Richard Taylor, CPSM
University of California (retired)
View Bio

  • Richard Taylor was the Director of Procurement Strategies at the University of California Berkeley and San Francisco (retired). Richard obtained an MBA in Finance, holds the Certified Professional in Supply Management professional designation (CPSM), Certified Purchasing Manager professional designation (CPM), and the Associate in Risk Management for Public Entities professional designation (ARM-P). Prior to joining University of California Richard worked at both the California State University System and in the California Community College System. Richard is a frequent presenter on Procurement issues. He is a co-author of the College and University Business Officers Chapter on Procurement for the National Association of College and University Business Officers (NACUBO) (2015). Richard received the University of California Berkeley Chancellor’s Outstanding Staff Award for his work on the Campus Contracting Guide (2016) and received the University of California Office of the President Starlight Award for his work on the Procurement Policy and Legal Documents Team (2016).



For more information please contact Melanie Freeman at (443) 219-3614

 

Tier II is for the mid-level career professional who manages a program and/or people within the Procurement department. Some areas of focus are Communication, Strategic Agility and Relationship Building.


See what past Tier II attendees have shared about their experience:

"I thoroughly enjoyed my time at the Academy. I gained knowledge about best practices, heard real world experiences, and met amazing contacts. It was so beneficial to learn from knowledgeable people who have worked in Procurement in all capacities. I highly recommend this course to other Procurement Professionals!"

"The Academy was very informative. I enjoyed the interactive portions, I always learn a lot from my peers."

 

Click here for the Tier 2 Agenda.


In-depth module topics focus on:

  • Negotiation
  • Supplier Relationships
  • Sustainability
  • Building Effective Teams
  • Contract Development & Management
  • Ethics in Practice
  • Harnessing Data Analytics
  • Total Cost of Ownership
  • Strategic Sourcing
  • Business Communication
  • Influential Leadership

Positions that may be included in this level: Buyer, Procurement Analyst, Pcard Administrator, Procurement Systems Manager, Senior Buyer, Commodity Manager, Supplier Diversity Manager, Category Lead, Strategic Procurement Specialist/Manager.

Attendees at this event will earn 20.75 hours of continuing education. These hours may be applied toward ISM's C.P.M./CPSM/CPSD recertification and/or A.P.P. re-accreditation, or UPPCC's CPPO/CPPB certification or re-certification program requirements.


Tier II Faculty

Nancy Brooks
Assistant Vice President for Business Services, Iowa State University (retired)
View Bio

  • Nancy is Retired Assistant Vice President for Business Services from Iowa State University. She was with ISU Purchasing since 1989. Her purchasing career actually began in the private sector, as a purchasing agent in a large manufacturing facility. Her background also includes a number of years in the construction management field. She received her B.S degree in Business and a Master’s degree in Public Policy and Administration from Iowa State University.

    Nancy as been very active in the National Association of Educational Procurement (NAEP). She has served on many national and regional NAEP committees including the Editorial Board, the Professional Development and E-commerce Committee, the Annual Meeting Program Committee, the Regional Development Ad Hoc Committee, and the Awards Committee. She was a Past President of the MINK region and Past President of NAEP.

 

Robert Haverkamp Esq.
The Ohio State University (retired)
View Bio

  • Robert retired from The Ohio State University in 2010, having served the University as a lawyer and administrator for 38 years, most recently as Associate General Counsel (and leader of the business and real estate practice group) since 2006. Previously, he held a number of positions in the administration, including Director of Real Estate and Research Park Operations (1991-99) and Assistant Vice President for Business and Finance (1996-2006). His principal areas of practice have been governance and board operations, business affairs, real estate, land use regulation, transactional law, enterprise risk management, and affiliated entities.

    As a part of his extensive service in community and civic organizations, Robert has served as Chair of the Mid Ohio Regional Planning Commission (1987-89); President of the Ohio Association of Regional Councils (1988-89); President (1991-93) and a Founding Trustee of the Ohio Human Rights Bar Association; a member of the Ohio State Bar Association Committee on Legal Ethics and Professional Conduct (1996- 2009); and a member of the Board of Directors of the National Association of College and University Attorneys (2004-07). Robert and his husband now reside in Gloucester, Massachusetts. Robert holds a Mayoral appointment as a member of the Gloucester Committee for the Arts and is a Board member of the Gloucester Cultural Initiative.

 

Byron 'Burr' Millsap
Assoc VP for Admin & Finance, University of Oklahoma Norman Campus
View Bio

  • Byron Burr Millsap, CPA recently completed his thirty-year career as the Associate Vice President and Chief Purchasing Officer for the University of Oklahoma. He is a Certified Public Accountant. He earned his Bachelor of Science in Accounting from the University of Central Oklahoma, and his Master of Business Administration from the University of Oklahoma.

     

    He teaches courses in Accounting and Financial Management, and has written texts on these subjects. He has served many years as Associate Editor of the NAEP Journal and as a director on the NAEP Board. He is the recipient of the 2016 E&I David H. Lord Award for Cooperative Purchasing and has received several NAEP awards throughout his career. Notably – and extremely special to him – his service includes eight years as a director on the E&I Board, three of those years as President. Burr is a retired Commander of the United States Navy Supply Corps, having served eight years of active duty during the Viet Nam War era, and twelve years in the active Navy Reserve. He is an Eagle Scout.

     



For more information please contact Melanie Freeman at (443) 219-3614

 

This top tier of the Academy focuses on Relationship Building, Strategic Agility, and Leadership. If you lead a team or direct a component of it this is the leadership training for you.


See what past Tier III attendees have shared about their experience:

"Tier III exceeded my expectations. I am so pleased that I attended!"

"The information Christie Ward delivered was remarkable and explained so much about the different styles of leaders and the value of each style working together. I really valued the section on decision making and the methods."

 

"Learning that NAEP is moving toward Supply Chain concepts was eye-opening, I had never heard anyone speak of this at the schools where I have worked. Also the advice on leading meetings, briefings, etc. was very valuable. It was also very good to take note of where our institution is in terms of our peers and their knowledge and the things that they are talking about."

 

Click here for the Tier 3 Leadership Agenda.


 

A leadership assessment is included with registration. Using the DiSC® Work of Leaders assessment, you will discuss the eight (8) priorities of the Leadership Map and your own Leadership Style. With the assessment, you will explore emotional intelligence, conflict management, individual style dimensions, expectations, team dimensions, resiliency, and change management. and have an opportunity for one-on-one communication coaching.


In-depth module topics focus on:

 

  • Maximizing Your Leadership Style
  • Cultural Competency and Conflict Resolution
  • Executive Presence
  • Financial Management Strategies
  • Data Driven Decision Making
  • Supply Chain Management
  • Organizational Alignment
  • Designing a Diverse and Inclusive Culture
  • Institutional Procurement Policies
  • Ethical Considerations for Leaders
  • Leading Procurement
Positions that may be included in this level: Associate Director, Assistant Director, Director, Assistant Vice President, Vice President, Chief Procurement Officer.

 


Attendees at this event will earn 20.75 hours of continuing education. These hours may be applied toward ISM's C.P.M./CPSM/CPSD recertification and/or A.P.P. re-accreditation, or UPPCC's CPPO/CPPB certification or recertification program requirements.

 


Tier III Faculty

Nichol Luoma
Vice President, University Business Services, Sustainability Operations Officer & Chief Procurement Officer, Arizona State University
View Bio

 

  • Nichol Luoma is the Vice President, University Business Services, Sustainability Operations Officer & Chief Procurement Officer for Arizona State University. Nichol is the National Association of Educational Procurement Past President (2019-2020). She is responsible for multiple operations at Arizona State University including supply chain (procurement and materials management), auxiliaries, parking and transit, sustainability practices, risk management, physical security initiatives and environment health & safety. In addition to the national board of directors, Nichol has served in leadership positions in the Pacific region to include President in 2015.

    Nichol is a faculty member for NAEP and the Western Association of College and University Business Officers (WACUBO). She has nearly two decades of operations management experience and has held the following positions: Vice President of Operations for Boon Inc. and Keen Distribution; Senior Supply Chain Consultant at Clarkston Consulting; and multiple supply chain roles at Intel Corporation. Nichol holds a bachelor’s degree in Supply Chain Management from ASU (Summa Cum Laude), where she was honored as the Outstanding Graduating Senior for WP Carey College of Business and also holds a Master’s in Business Administration (Summa Cum Laude) from Duke University, where she was honored as a Fuqua Scholar.

 

Christie Ward
Principal of The Impact Institute™
View Bio

  • Christie Ward, CSP is a certified speaking professional (CSP) with over 30 years experience. She is an expert in Accelerated Learning techniques, a top-notch trainer and personal coach, and the best at helping you improve your personal impact! Winner of the ATD Best Practices award in 2004 for training in Colorado, she is the past president of both the National Speaker’s Association in Colorado and the Rocky Mountain Chapter of the Association for Talent Development (ATD) serving on the National Board for ATD (an organization of 40,000 globally) from 2011-2012. She is one of only nine global trainers who certifies Master Trainers through ATD. She delivers training to corporations such as AT&T, J&J, and IHS, and federal clients such as the USAF Air Mobility Command and Department of Interior. Non-profit organizations she serves include the US Olympic committee and Goodwill. She speaks at conferences for leaders in both profit and non-profit groups. She has spoken Internationally in Singapore, Taiwan and Poland.

    Christie did her undergraduate work at the University of Southern California, and her graduate studies in Adult Education at Portland State University in Oregon. Christie presented at a previous NAEP District VI meeting, with both a 2-hour keynote and a breakout session. She also facilitated the the Leadership Forum in Atlanta, GA and since 2016, has presented leadership segments for NAEP's Procurement Academy – Tier IIIC

 

Thomas Kaloupek
Dir-Materials Management (retired), Virginia Tech
View Bio

  • Tom Kaloupek is the former Director of Materials Management and Virginia Tech. He has been in higher education purchasing and an active NAEB participant since 1991. Prior to coming to Virginia Tech, Tom was the Director or Materials Management at George Mason University. Before this, he served twenty one years in the Supply Corps of the US Navy, where he served in a variety of purchasing and logistics positions in the US, at sea, and at locations in foreign countries. Tom has been active in NAEB at both the regional and national level.

    He has been a presenter at numerous regional Meetings and at a national meeting and has contributed to the NAEB Journal. Previous service to NAEB includes Co-chair of the Sponsorship Committee and as the MD-DC-VA Regional President. He is currently serving as President of the Virginia Association of State College and University Purchasing Professionals. Tom has a BS degree in Business from Miami University and an MBA from Michigan State University.

 

Robert Haverkamp, Esq.
The Ohio State University (retired)
View Bio

  • Robert retired from The Ohio State University in 2010, having served the University as a lawyer and administrator for 38 years, most recently as Associate General Counsel (and leader of the business and real estate practice group) since 2006. Previously, he held a number of positions in the administration, including Director of Real Estate and Research Park Operations (1991-99) and Assistant Vice President for Business and Finance (1996-2006). His principal areas of practice have been governance and board operations, business affairs, real estate, land use regulation, transactional law, enterprise risk management, and affiliated entities.

    As a part of his extensive service in community and civic organizations, Robert has served as Chair of the Mid Ohio Regional Planning Commission (1987-89); President of the Ohio Association of Regional Councils (1988-89); President (1991-93) and a Founding Trustee of the Ohio Human Rights Bar Association; a member of the Ohio State Bar Association Committee on Legal Ethics and Professional Conduct (1996- 2009); and a member of the Board of Directors of the National Association of College and University Attorneys (2004-07). Robert and his husband now reside in Gloucester, Massachusetts. Robert holds a Mayoral appointment as a member of the Gloucester Committee for the Arts and is a Board member of the Gloucester Cultural Initiative.

 

 



For more information please contact Melanie Freeman at (443) 219-3614

 

Communication Effective Performance Ethical Practice Leadership Strategic Agility Relationship Building Download Competency Model



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