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APICS and <strong>IBF</strong> PresentBEST OF THE BESTS&OP CONFERENCEJune 13–14, 2013 | Chicago, Illinois, USAHilton Rosemont Chicago O’HareprogramBest <strong>of</strong> the Best S&OPConference SponsorsPresented byJoin the S&OP conversationon Twitter. Use #BOTBSOP.


Schedule at a GlanceSCHEDULE AT A GLANCEAll Best <strong>of</strong> the Best S&OP Conference events will take place on the lobbly level <strong>of</strong> the Hilton RosemontChicago O’Hare. Registration is located in the Grand Ballroom Foyer.Thursday, June 137:00 a.m.–8:30 a.m. Registration, Networking Breakfast, and Exhibitor Connections8:30 a.m.–9:45 a.m. S&OP Panel Discussion10:00 a.m.–11:00 a.m. Level I: Resolving Conflict: Aligning for Action and Building ConsensusLevel II: Tactics and Strategy: the Short- and Long-Term Effects <strong>of</strong> S&OP11:10 a.m.–12:10 p.m. Level I: Getting Ready for a Successful Executive ReviewLevel II: Cash Flow Forecasting: Financial Integration and S&OP12:15 p.m.–1:30 p.m. Lunch and Keynote PresentationSponsored by John Galt Solutions1:30 p.m.–2:15 p.m. Networking and Exhibitor Connections2:15 p.m.–3:15 p.m. Level I: Metrics and Measurements: Tools to Drive S&OP PerformanceLevel II: The Extended Supply Chain: Leveraging Upstream Relationshipsand Data3:15 p.m.–3:45 p.m. Networking and Exhibitor Connections3:45 p.m.–4:45 p.m. Level I: What’s Holding You Back? Starting or Revitalizing an S&OP ProjectLevel II: Managing and Mitigating S&OP Risk5:00 p.m.–6:00 p.m. Best <strong>of</strong> the Best Attendee ReceptionSponsored by OracleFriday, June 147:30 a.m.–8:30 a.m. Networking Breakfast and Exhibitor Connections8:30 a.m.–9:30 a.m. Level I: Supply Chain as Innovation Driver: Aligning New-ProductPlanning with S&OPLevel II: Level II: Is Global S&OP Right for You?9:45 a.m.–10:45 a.m. Level I: Where’s My Interpreter? The Difference Between Demand Planning,Forecasting, and S&OPLevel II: CPFR and the Extended Supply Chain10:45 a.m.–11:15 a.m. Networking and Exhibitor connections11:15 a.m.–12:15 p.m. Level I: Change Management: The Key to Successful S&OPLevel II: The Art and the Science <strong>of</strong> ForecastingNetwork with industry experts and solutions providersConnect with your colleagues in a series <strong>of</strong> networking breaks. You will also have the opportunity tounwind during a special attendee reception sponsored by Oracle on Thursday at 5:00 p.m.2


OverviewWELCOME TO THE BEST OF THE BEST S&OP CONFERENCEThe Best <strong>of</strong> the Best S&OP Conference is renowned as a global gathering <strong>of</strong> the brightest minds insales and operations planning (S&OP). During the next two days, you will gain an in-depth educationand practical answers from the supply and demand sides <strong>of</strong> S&OP. Two levels <strong>of</strong> sessions give youthe opportunity to explore S&OP topics as they relate to your organization’s depth <strong>of</strong> implementation.Whether you seek to introduce, plan, and implement S&OP processes, or expand and improve existingprocesses within your organization, you will gain insights from experts and practitioners that will inspireyour organization to reach new levels <strong>of</strong> S&OP performance.General SessionsThursday, June 138:30 a.m.–9:45 a.m.S&OP Panel DiscussionModerator:Seema PhullFormer Vice President, Supply ChainStrategy and Solutions, Honeywell AerospacePr<strong>of</strong>essionals involved in S&OP are experiencingpreviously unseen levels <strong>of</strong> external volatilityand uncertainty, as growth becomesincreasingly difficult and supply chains becomemore complex. Attend this panel to hear howleading S&OP organizations are adapting tocontend with these trends and what you can doto counter these pressures in your company.12:15 p.m.–1:30 p.m.Lunch and Keynote PresentationSponsored by John Galt SolutionsRick DavisVice President, Business Planning,Kellogg USADavis will share tactics and strategies appliedtoward the continuous improvement <strong>of</strong> demandplanning, demand sensing, and technologysolutions for Kellogg USA. Benefit from insightsgained from 20 years <strong>of</strong> experience with thisleading global consumer foods company.Table <strong>of</strong> ContentsEducational Sessions 4–10Presenter Biographies 11–16Visiting the Chicago Area 17Exhibitors 18About APICS 20About <strong>IBF</strong> 203


Educational SessionsAbout concurrent sessionsTo help you select the best session to meet yourneeds, sessions are divided into two levels:Thursday, June 13Level IGain insights into the best practices,techniques, and tools <strong>of</strong> successful S&OP.Level IIDelve deeper into S&OP and learn the skillsneeded to make the most <strong>of</strong> the process.10:00 a.m.–11:00 a.m.Level IResolving Conflict: Aligning for Action and Building ConsensusJames MerwinDirector, Supply Chain Planning, Milwaukee ToolWhy is S&OP so hard? A key reason is that S&OP can create conflict when it draws different viewson how to solve a problem. It’s the role <strong>of</strong> S&OP to enable pr<strong>of</strong>essionals to build consensus out <strong>of</strong>inevitable disagreements. How can pr<strong>of</strong>essionals effectively do this and manage conflict? Understandthe drivers <strong>of</strong> conflict and how to move forward with effective communication.Attend this session to• identify the major characteristics <strong>of</strong> effective S&OP communication• quickly identify problems, avoid roadblocks, and take the right stepswhen things go <strong>of</strong>f course• use change-management techniques to drive processes forward.Level IITactics and Strategy: the Short- and Long-Term Effects <strong>of</strong> S&OPCathie DealDirector, Supply Chain and Planning, ViaSATErica JacksonS&OP Leader, ViaSatS&OP facilitates the development, review, and assessment <strong>of</strong> a company’s strategic plans and linksthose strategic plans to the day-to-day operation <strong>of</strong> the business. The regular S&OP meetings bringthe executive team into closer, more frequent contact with strategic plans. One benefit <strong>of</strong> this processprovides an opportunity to consider the impact <strong>of</strong> external changes in the business environment. Youwill learn how to design and align an S&OP process to deliver on the corporate strategic vision.Attend this session to• take advantage <strong>of</strong> the benefits that result from integrating longer-termstrategic plans into the S&OP process• enable your S&OP to serve as the link between strategy and tactics• examine the effect <strong>of</strong> outside influences on the business.4Connect one-on-one with S&OP solutions providers in the exhibition area. (Page 18)


Educational SessionsThursday, June 1311:10 a.m.–12:10 p.m.Level IGetting Ready for a Successful Executive ReviewMichelle Stark, CPIMDirector, Global SIOP and Materials Management, Ingersoll Rand CompanyJenny SchneiderManager; Sales, Inventory and Operations Planning, Commercial Americas; Ingersoll Rand, Security TechnologiesSectorThe executive review component <strong>of</strong> the S&OP process is essential, and it’s critical to have adequatepreparation. But what steps should you take? What are the best practices? What are the keys to success?Gain an understanding from a supply chain leader on the S&OP executive review. Learn to develop andmaintain a planning playbook and provide transparency to the executive team on execution.Attend this session to• identify what characteristics make a good executive review• design an effective executive review• train the executive team to be stewards <strong>of</strong> the S&OP processLevel IICash Flow Forecasting: Financial Integration and S&OPSanjiv SharmaHead <strong>of</strong> Sales and Operations Planning, Rolls-Royce North AmericaCash flow, working capital, tax efficiency, and pr<strong>of</strong>itability are keys to business success. Integratingsupply and demand principles with financial processes improves decision making. Companies thatoperate with one integrated set <strong>of</strong> numbers—operational and financial—find it easier to focus on allareas to achieve strategic goals. Understand how to balance processes to ensure that mix and volumeadjustments are balanced against financial objectives to drive a successful supply chain strategy.Attend this session to• learn to predict and balance the multiple financial drivers <strong>of</strong> pr<strong>of</strong>itability• use S&OP as the basis for cash-flow forecasting• tie units and dollars together in your S&OP process, enabling the businessto run with one set <strong>of</strong> numbers.Network with industry experts andsolutions providersTake time each day to connect with your colleagues ina series <strong>of</strong> networking breaks. You will also have theopportunity to unwind during a special attendee receptionsponsored by Oracle on Thursday at 5:00 p.m.Learn more about the presenting experts. Biographies on page 11.5


Educational SessionsThursday, June 132:15 p.m.–3:15 p.m.Level IMetrics and Measurements: Tools to Drive S&OP PerformanceShannon DeRosa, CSCPGlobal Planning Manager, SkullcandyC-level executives demand measurable results from all their investments, including those in thesupply chain function. It is imperative for supply chain executives to measure their contribution towardachieving the organization’s strategic objectives. Measurement drives action, but what in S&OP needsto be measured? What is the right frequency and granularity? Learn how successful organizations plan,measure, and review supply chain performance and business impact to attain a positive return oninvestment.Attend this session to• define S&OP metrics and match them to business scorecards• align measurements cross-functionally against supply chain strategy• avoid the pitfalls <strong>of</strong> typical measurement systems.Level IIThe Extended Supply Chain: Leveraging Upstream Relationships and DataJohn SfondourisDirector, Informatics and Analytics, Quest DiagnosticsSupplier risk is rising as costs escalate and materials become more scarce. Reaching back into thesupply chain and making connections with suppliers can uncover newfound opportunities—but not allsupply relationships are equal. It’s critical to align incentives to improve collaboration and drive win-winvalue propositions with your suppliers. See how today’s high-performing companies are implementingS&OP with their suppliers and what they are integrating into the executive S&OP process.Attend this session to• plan holistically across the supply chain to better manage demand uncertainty• identify the important aspects <strong>of</strong> extended supply chain design• stratify suppliers based on relationships to drive S&OP performance.6Connect one-on-one with S&OP solutions providers in the exhibition area. (Page 18)


Educational SessionsFriday, June 148:30 a.m.–9:30 a.m.Level ISupply Chain as Innovation Driver: Aligning New-Product Planning with S&OPMike PechtelDirector, Strategy, Planning, and Operations, Lowe’s Channel,Whirlpool CorporationGrowth is a business imperative. Effective new product launch processes are essential, but demanderror for new products is high. Innovation is one <strong>of</strong> the few tools companies can use to adapt to newpatterns <strong>of</strong> consumer behavior while improving top- and bottom-line performance. A well-designed newproductintroduction process needs to keep the consumer in mind every step <strong>of</strong> the way. Participantswill learn today’s strategies and best practices for forecasting new products.Attend this session to• manage uncertainty throughout the new-product launch process• drive alignment between the intersection <strong>of</strong> S&OP with the new-productlaunch process• apply various forecasting techniques for new-product launches.Level IIIs Global S&OP Right for You?Sampath NarayanasamyDirector, S&OP, SHS, Stanley Black & DeckerGlobal is everywhere, but it can mean very different things to different organizations. One size doesnot fit all. A global S&OP process should be based on the drivers and cycles <strong>of</strong> the supply chain.Successful companies design governance processes to ensure that plans are made at the right leveland that regions have feasible plans to execute. Implementing a global S&OP process depends on thegeographical landscape <strong>of</strong> production and sales.Attend this session to• define what planning globally, but acting regionally means foryour organization• consider cultural differences when creating work groups comprised<strong>of</strong> people from different countries• develop effective processes that mitigate time and distance issuesacross global teams.8Connect one-on-one with S&OP solutions providers in the exhibition area. (Page 18)


Educational SessionsFriday, June 149:45 a.m.–10:45 a.m.Level IWhere’s My Interpreter? The Difference Between Demand Planning,Forecasting, and S&OPBrad PetersSenior Manager, S&OP, Hillshire FarmsMany diverse terms exist in the world <strong>of</strong> forecasting and planning. It’s important to clarify therelationship between demand planning, forecasting, and S&OP. Learn what steps you can take to makeimmediate improvements in your demand planning and forecasting processes to help drive supplychain excellence. Recognize when you have done all you can to make a forecast more accurate, andmitigate the effects <strong>of</strong> errors and diminishing returns.Attend this session to• arrive at a consensus-focused, numbers-based forecasting process• implement lean forecasting techniques to drive continuous improvement• communicate root causes and recommendations across functions.Level IICPFR and the Extended Supply ChainChintan ShahSupply Chain Operations Head, BIC Inc.Alignment <strong>of</strong> the supply chain all the way to your customer’s customer is essential to improvingdemand response. How do companies forge strategic relationships and manage multiple S&OPprocesses? Many manufacturer-retailer trading partners use collaborative planning, forecasting, andreplenishment (CPFR) strategies to jointly plan supply chain activities. Learn how to enact CPFR at yourown organization and connect it to your internal S&OP processes.Attend this session to• identify good candidates for CPFR relationships• define metrics that can help drive alignment in the CPFR process• think holistically about the connection <strong>of</strong> customer and internal S&OP processes.Learn more about the presenting experts. Biographies on page 11.9


Educational SessionsFriday, June 1411:15 a.m.–12:15 p.m.Level IChange Management: the Key to Successful S&OPJeffrey MarthinsDirector, Supply Chain, Tasty Baking CompanyChange management is an approach to transitioning individuals, teams, and organizations from thecurrent state to a desired future state. In the current environment <strong>of</strong> volatility, uncertainty, complexity,and ambiguity, change management is more important than ever before. You will learn to recognizewhen it’s the right time to make a change in order to move S&OP forward, as well as what it takes topower the transformation necessary for an effective S&OP process.Attend this session to• build and align the right metrics to support change throughoutthe organization• identify change management issues and the path forward toguide groups through building a guiding coalition• use change management techniques as a catalyst for positivemomentum for an S&OP implementation.Level IIThe Art and the Science <strong>of</strong> ForecastingJonathon KarelsePresident, Syncro Distribution, Inc.Most companies now use sophisticated s<strong>of</strong>tware that enables users to generate hundreds orthousands <strong>of</strong> forecasts quickly. For some products, the statistical forecast may be the best, but forothers, human judgment wins out. Learn when judgment can help or hurt the forecast and what type <strong>of</strong>statistical models to use depending on the nature <strong>of</strong> your business.Attend this session to• discover what types <strong>of</strong> data quantities and patterns lend themselvesto different modeling techniques• track forecast accuracy to quantify the value-add <strong>of</strong> judgmental overrides• decide when to apply “art” versus “science” in forecasting.10Connect one-on-one with S&OP solutions providers in the exhibition area. (Page 18)


Presenter BiographiesRick DavisVice President, Business Planning, Kellogg USADavis is vice president, Business Planning for Kellogg USA, which includes sales planning,demand planning, sales reporting and insights, and customer relationship managementsystems. He also leads the Sales Technology Council for Kellogg Sales Company. Davisjoined Kellogg Company in 1990 as a sales representative. In 2004, he was promoted todirector, Business Management-Kellogg Frozen Foods, where he gained responsibility forsales and demand planning for the Frozen Foods Sales organization. He assumed the role<strong>of</strong> vice president, Business Management for Kellogg Morning Foods in 2008, later servingas vice president, Next Generation Solutions; vice president, DSD Distribution; and vicepresident, Customer Investment Strategy, before moving into his current role. He has ledmultiple efforts for continuous improvement in demand planning, demand sensing, andtechnology solutions for Kellogg USA. Davis holds a bachelor’s <strong>of</strong> science in businessadministration and economics from Arkansas State University.Cathie DealDirector, Supply Chain and Planning, ViaSATDeal is director <strong>of</strong> Supply Chain at ViaSat, a satellite telecommunications company.Deal provides strategic leadership for supplier management, sourcing andprocurement, supply chain strategy, and planning and materials management. Priorto ViaSat, Deal held supply chain leadership roles for 11 years at IBM. She managedthe global business travel sourcing council; she was the procurement operationsmanager for Europe, Middle East, and Africa procurement; she led the global servicesprocurement team; and was the senior global sourcing manager for i/p/z (high end)Server Group. Before joining IBM, Cathie worked at QUALCOMM in the procurementorganization. Deal holds a master’s <strong>of</strong> international business from the University <strong>of</strong>San Diego, and a BA in economics from the University <strong>of</strong> California, Los Angeles. Sheserves on the USD School <strong>of</strong> Business Alumni Council and the USD Supply ChainManagement Institute Advisory Board.Shannon DeRosa, CSCPGlobal Planning Manager, SkullcandyDeRosa’s experience spans across multiple industries, in roles related to processimprovement initiatives. As global planning manager with Skullcandy, a leadingaudio brand, she has served as project manager <strong>of</strong> an Oracle Demantra 7.3 s<strong>of</strong>twareimplementation. DeRosa is a subject matter expert for her team, whose understanding<strong>of</strong> processes development and improvement through system solutions is redefining thecompany’s forecasting processes. DeRosa received her bachelor’s degree in businessfrom Boston University with honors.Connect with leading S&OP experts.Presenters marked with this icon canbe found on LinkedIn.Indicates you can interact with this expert onsupplychainchannel.org.Don’t miss the Best <strong>of</strong> the Best Attendee Reception sponsored by Oracle, Thursday at 5 p.m.11


Presenter BiographiesErica JacksonS&OP Leader, ViaSATJackson is an experienced supply chain and planning pr<strong>of</strong>essional with over 10 years<strong>of</strong> experience. She has spent more than two years overseeing supply chain programmanagement at ViaSat. She recently incorporated a planning and S&OP charter intoher role that is currently going through the initial phases <strong>of</strong> implementation. Priorto electronic manufacturing, Jackson worked in the retail industry in productionmanagement, and planning and buying capacities. She has worked in corporateheadquarters for companies such as May Department Stores, Hobo International, andCharlotte Russe. She has an MBA from University <strong>of</strong> San Diego School <strong>of</strong> Businesswith a focus on supply chain and received her undergraduate degree from University <strong>of</strong>Maryland, R.H. Smith School <strong>of</strong> Business. She is also certified in lean six sigma.Jonathon KarelsePresident, Syncro Distribution, Inc.Prior to founding a distribution enterprise, Syncro Distribution, Inc., Karelse wasvice president <strong>of</strong> strategic planning and corporate development for Wholesale TireDistributors. Prior to that, he was head <strong>of</strong> Yokohama Tire Canada’s Consumer Productsdivision. He has developed forecasting and performance metrics for organizations suchas American Express Bank <strong>of</strong> Canada, Bank <strong>of</strong> Montreal, and Future Shop—a division<strong>of</strong> Best Buy. He studied economics at the University <strong>of</strong> Western Ontario and law at theUniversity <strong>of</strong> British Columbia. In 2008, he completed the MIT Sloan Executive programin Operations and Value Chain Management.Douglas KentGlobal Vice President, Avnet VelocityKent has more than 25 years <strong>of</strong> experience in the development, marketing, anddeployment <strong>of</strong> tailored supply chain solutions for companies across a wide variety <strong>of</strong>industry sectors and brings energized leadership to this dynamic field <strong>of</strong> study. He alsois an adjunct pr<strong>of</strong>essor at the International University <strong>of</strong> Monaco and adjunct facultyat France’s SKEMA Business School. Douglas is an MBA graduate from PepperdineUniversity’s School <strong>of</strong> Management and also completed postgraduate coursework atHarvard University.12Connect with colleagues via Twitter. Use the hastag #BOTB2013.


Presenter BiographiesJeffrey MarthinsDirector, Supply Chain, Tasty Baking CompanyMarthins joined Tasty Baking Company in 1985. Currently, as director <strong>of</strong> supply chainoperations, he oversees demand planning. He previously worked in the company’splanning and scheduling department and has been intimately involved with it ever since.In 2004, Marthins led the production module <strong>of</strong> an SAP implementation. Marthinshas completed the requirements for the Institute <strong>of</strong> Business Forecasting’s CertifiedPr<strong>of</strong>essional Forecaster designation.Daniel P. Meier, CPIM, CSCPIntegrated Business Management Leader, DuPontDan has worked for the DuPont Company for the past 32 years, in various roles includingManufacturing, Manufacturing Technical, Project Management, Operations Managementand Supply Chain Management. He is currently an internal consultant and processleader in the area <strong>of</strong> Business Managing Process and Supply Chain, most recentlyleading implementation <strong>of</strong> integrated business management as a trainer, coach, andauditor. Dan is CPIM, CSCP, and Oliver Wight LCP certified. He has an MBA from SUNYBuffalo, as well as a master’s and bachelor’s degree in mechanical engineering from theUniversity <strong>of</strong> South Carolina and the University <strong>of</strong> Delaware, respectively.James MerwinDirector <strong>of</strong> Supply Chain Planning, Milwaukee ToolMerwin has spent the past eight years in various S&OP leadership roles, first withthe Kohler Company in the bathroom fixtures industry, and the last four years withMilwaukee Electric Tool in the power tool industry. He is responsible for forecasting,inventory management, and production scheduling. His career began as an auditor withArthur Andersen and Deloitte & Touche. He holds a BS in accounting from MarquetteUniversity and an MBA from Arizona State University.Connect with leading S&OP experts.Presenters marked with this icon canbe found on LinkedIn.Indicates you can interact with this expert onsupplychainchannel.org.Don’t miss the Best <strong>of</strong> the Best Attendee Reception sponsored by Oracle, Thursday at 5 p.m.13


Presenter BiographiesSampath NarayanasamyDirector S&OP - SHS, Stanley Black & DeckerSampath Narayanasamy currently serves as the global director <strong>of</strong> sales and operationsplanning for Stanley Healthcare Group. He has more than 23 years <strong>of</strong> industryexperience which includes implementing and supporting S&OP processes, leading globalbusiness intelligence initiatives and IT common operating environment pricing, and datawarehousing and project management. Narayanasamy holds an undergraduate degreein electronics and communications from Anna University and a post-graduate degree incomputer applications from the MM Computer Institute.Mike PechtelDirector, Strategy, Planning and Operations for Lowe’s Channel,Whirlpool CorporationPechtel’s current role includes strategic account planning, integrated sales andoperations planning at Lowe’s. He is responsible for day-to-day business planning andoperations including demand planning, promotional planning, field training, and serviceand financial planning. His previous roles at Whirlpool include trade strategy focusedon sales and marketing analysis and strategy development and <strong>of</strong> demand planning forWhirlpool Corporation for North American Operations. Pechtel received his MBA fromWestern Michigan University.Brad PetersSenior Manager, S&OP, Hillshire FarmsPeters has served Hillshire Brands since 2008, and is currently senior manager<strong>of</strong> S&OP. He is responsible for driving the company’s S&OP process execution andevolution. As Hillshire Brands has progressed from a supply and demand balancingfocus to an integrated business planning model, S&OP has been a key process inthe organization’s transition and maturity. Previously, Peters worked for PioneerHi-Bred International in production planning and on an SAP platform rollout. Petersholds degrees from Purdue University in economics and an MBA from the University<strong>of</strong> Iowa.14Connect with colleagues via Twitter. Use the hastag #BOTB2013.


Presenter BiographiesSeema PhullFormer Vice President, Supply Chain, Strategy and Solutions,Honeywell AerospaceBefore establishing the consultancy North Find Partners, Phull was vice president <strong>of</strong>supply chain strategy and solutions for Honeywell Aerospace and led improvementsto operational efficiency across the company’s value chain. She has an extensivebackground in management <strong>of</strong> integrated business planning initiatives that optimizecustomer service and working capital performance. Her experience spans consumergoods, high tech manufacturing, and aerospace and defense. Phull earned a master <strong>of</strong>science degree in systems and telecommunications from Johns Hopkins. She has beenpublished on the subject <strong>of</strong> S&OP in Harvard Business Review’s Supply Chain Strategyjournal, and speaks regularly at international events on supply chain management topics.Jenny SchneiderManager Sales; Inventory and Operations Planning, Commercial Americas,Ingersoll Rand, Security Technologies SectorSchneider is the sales, inventory, and operations planning (SIOP) manager for IngersollRand’s Security Technologies Sector in the Americas. She led improvement activities anda cultural shift to embrace SIOP as a process to help management run the business.Schneider is also the regional materials manager and is responsible for leading thematerials strategy, planning, and control. Schneider is black belt certified and has abachelor’s degree in chemical engineering from Purdue University.John Sfondouris, PhDDirector, Informatics and Analytics, Quest DiagnosticsSfondouris has led a team <strong>of</strong> analysts in Quest Diagnostics since 2008, supportingstrategic initiatives in planning, customer satisfaction and loyalty, wellness, andforecasting. He developed a return on investment business forecasting proposal andimplemented a hardware and s<strong>of</strong>tware process to provide automated hierarchicaladvanced forecasts across the entire Quest product portfolio by line <strong>of</strong> business andregion. He holds a PhD in applied economics from the University <strong>of</strong> Illinois at Chicagoand a MBA from Roosevelt University.Connect with leading S&OP experts.Presenters marked with this icon canbe found on LinkedIn.Indicates you can interact with this expert onsupplychainchannel.org.Don’t miss the Best <strong>of</strong> the Best Attendee Reception sponsored by Oracle, Thursday at 5 p.m.15


Presenter BiographiesChintan ShahHead <strong>of</strong> Supply Chain Operations, Bic, Inc., CanadaShah heads supply chain operations at Bic, Inc., Canada. His career spans 19 years,leading hard and s<strong>of</strong>t supply chain initiatives across the globe. Shah has an extensivebackground in supply chain design, technology, integration, and optimization, within cash-to-cash cycle, consolidating mission critical projects, lean and green globalsupply chain, and delivering lean supply chain to organizations. Shah holds bachelor’sand master’s degrees in electronics and systems engineering, as well as an MBA inoperations from University <strong>of</strong> South Australia.Sanjiv SharmaHead <strong>of</strong> Sales and Operations Planning, Rolls-Royce North AmericaSharma is currently the Head <strong>of</strong> Sales and Operations Planning at Rolls-Royce EnergySystems based in Mount Vernon, Ohio. Sharma has been in the role for past two years.During the past two years, the S&OP in Rolls-Royce has evolved from a disjointedprocess to an executive decision-making process that not only aligns the financial planbut also drives the active risk management. Prior to this, Sharma held roles <strong>of</strong> increasingresponsibility in production planning and supply chain management at Rolls-Royce, andin field service within the automotive sector. Sharma holds an MBA from Ohio StateUniversity and a bachelor’s <strong>of</strong> science in mechanical engineering.Michelle Stark, CPIMDirector, Global SIOP and Materials, Management, Ingersoll Rand CompanyStark as served Ingersoll Rand for 16 years in various roles, and is currently the director<strong>of</strong> global SIOP and materials management for the company’s security technologiessector. Prior to this role, she had business transformation responsibility for the supplychain management and manufacturing modules within an Oracle 11i implementation.Prior to joining Ingersoll Rand, Michelle served the automotive industry for FederalMogul. She graduated from the University <strong>of</strong> Georgia with a bachelor’s in businessadministration and an MBA from Regis University.16Connect with colleagues via Twitter. Use the hastag #BOTB2013.


Visiting the Chicago AreaChicago, Illinois, USAThis year, the Best <strong>of</strong> the Best S&OP Conference returns to Chicago, an international city that <strong>of</strong>fersendless opportunities for cultural and entertainment exploration. Many <strong>of</strong> the city’s most populartourism destinations are accessible by a short trip using nearby public transportation. A few popularattractions include:Chicago Major League Baseballchicagocubs.com | chicagowhitesox.comVisit two <strong>of</strong> Major League Baseball’s historic teams. TheChicago Cubs play host to the Cincinnati Reds on June 12and 13, and the Chicago White Sox host the Toronto BlueJays on June 12.Downtown Chicagochoosechicago.comRide the CTA Blue Line to Downtown Chicago(the “Loop”) to explore world-class museums, restaurants,theater, and more. Plan your experience usingchoosechicago.com.MB Financial Entertainment Parkrosemont.comA short walk from the Hilton Rosemont Chicago O’Hare, thissprawling entertainment complex <strong>of</strong>fers movie theaters,bowling, and several dining options, including the recentlyopened H<strong>of</strong>fbräuhaus Chicago.For additional travel and tourisminquiries, stop by the Hilton RosemontChicago O’Hare front desk.You can also reach the front desk by phoneat +1-847-678-4488.Don’t miss the Best <strong>of</strong> the Best Attendee Reception sponsored by Oracle, Thursday at 5 p.m.17


ExhibitorsMEET FACE-TO-FACE WITH S&OP EXPERTSFind s<strong>of</strong>tware and training solutions to improve your organization’s S&OP effectiveness.Visit the following exhibitors between sessions in the Grand Ballroom.Avataavata.comAvata is a specialized, global business and IT consulting company that provides services andsolutions across our customers’ full supply chain initiatives. Whether your challenge is onthe planning or execution area <strong>of</strong> your supply chain, Avata is a recognized leader with deepindustry, business, and technology experience specializing in the implementation <strong>of</strong> Oracle®VCP and VCE toolsDemandCaster®demandcaster.comDemandCaster® by Cadent Resources, Inc. is a subscription based cloud-deliveredforecasting, replenishment planning, and sales and operations planning (S&OP) platformthat translates business data into smarter, more effective sales, marketing, and operationsplans to help overcome poor demand visibility, manage uncertainty, and drive growth.Demand Solutionsdemandsolutions.comDemand Solutions <strong>of</strong>fers affordable, easy-to-use tools for manufacturers and distributorswho want to increase forecast accuracy, improve customer service levels and reduce overallinventory. Our solutions <strong>of</strong>fer forecast management, supply planning, social collaboration,advanced planning and scheduling, sales and operations planning and point <strong>of</strong> sale analysis.Demand Worksdemandworks.comDemand Works provides s<strong>of</strong>tware for forecasting, demand management, inventory planningand S&OP. Our world class solutions are <strong>of</strong>fered in cloud, server, and desktop versions.Demand Works solutions are used by hundreds <strong>of</strong> companies around the globe includingmany <strong>of</strong> the most respected global corporations.Forecast Pr<strong>of</strong>orecastpro.comStarting at $5,000, Forecast Pro is a powerful, easy-to-use forecasting and forecastmanagement solution for demand planning and S&OP. Automatically generate forecasts, addjudgment, convert forecasts to any units <strong>of</strong> measure, rearrange hierarchies on-the-fly, createcomprehensive exception reports, customize worksheets with imported information, trackaccuracy, integrate with existing systems—and more!iDashboardsiDashboards.com/CloudiDashboards is a user-friendly, cost-effective, enterprise solution providing an alternative tocomplex and expensive BI s<strong>of</strong>tware. Gain real-time insight into critical data, KPIs and metricsfor enhanced decision-making. With a low cost <strong>of</strong> ownership, cutting-edge technology, andproven user-adoption, iDashboards has become the s<strong>of</strong>tware <strong>of</strong> choice for data visualization.18


ExhibitorsIFSifsworld.com/usIFS develops, supplies, and implements IFS Applications, an extended ERP, EAM and fieldservice management suite. IFS provides s<strong>of</strong>tware solutions – based on APICS principles --that serve manufacturing, project-based and asset-intensive and field service industries. IFSApplications ensures enterprise agility for today’s rapidly changing business environment.John Galt Solutionsjohngalt.comHundreds <strong>of</strong> companies use John Galt Solutions for Sales & Operations Planning. Ouraffordable S&OP solutions can be implemented within weeks, with no large scale consultingeffort required. Customers experience a 10 to 50% improvement in forecast accuracy, andreduce excess inventory by 5 to 40%. Visit www.johngalt.comLogilitylogility.comLogility is a provider <strong>of</strong> supply chain solutions that help companies realize substantialbottom-line results in record time. Logility Voyager Solutions provide supply chain visibility;demand, inventory and replenishment planning; sales and operations planning; supply andinventory optimization; manufacturing planning and scheduling; transportation planning andmanagement; and warehouse management.Oracleoracle.comOracle (NASDAQ: ORCL) is the world’s most complete, open, and integrated businesss<strong>of</strong>tware and hardware company. For more information about Oracle, visit oracle.com.RockyS<strong>of</strong>trockys<strong>of</strong>t.comRockyS<strong>of</strong>t is the premier inventory management solutions provider for distributors andmanufactures and integrates best practices in the leading inventory management suite formid-market businesses. The company provides a powerful exception based planning system,to streamline forecasting, automate inventory sizing, advanced replenishment planning, andsupplier management.Terra Technologyterratechnology.comTerra Technology uses better mathematics to sense demand, optimize inventory andpredict transportation and warehousing requirements for some <strong>of</strong> the world’s best-knowncompanies including Shell, Procter & Gamble, Unilever, Mondelēz International, Kimberly-Clark, Kraft Foods, ConAgra Foods, General Mills, Kellogg and Campbell Soup. Terra’ssolutions enhance customer service, cut inventory and reduce waste.19


ABOUT APICSAPICS is the global leader and premier source<strong>of</strong> the body <strong>of</strong> knowledge in supply chain andoperations management, including production,inventory, materials management, purchasing,and logistics.Since 1957, individuals and companies haverelied on APICS for its superior training,internationally recognized certifications,comprehensive resources, and worldwidenetwork <strong>of</strong> accomplished industry pr<strong>of</strong>essionals.Scan to learn more.Join APICS today. Visit apics.orgABOUT <strong>IBF</strong>The Institute <strong>of</strong> Business Forecasting &Planning – <strong>IBF</strong> is a membership organizationrecognized worldwide as the premier fullserviceprovider <strong>of</strong> demand planning,forecasting, S&OP education, benchmarkingresearch, training, certification, world-classconferences, and advisory services.Having some <strong>of</strong> the world’s most well knownglobal companies as its members, the <strong>IBF</strong> isconstantly finding and disseminating betterways to manage demand, improve supplychain efficiency, and increase organizationalperformance.Scan to learn more.Join <strong>IBF</strong> today. Visit ibf.org.

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