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<strong>IE</strong>G. Summits<br />

Gain Insight. Optimize Results.<br />

S&<strong>OP</strong> <strong>for</strong> <strong>Consumer</strong> <strong>Goods</strong><br />

Integrated Supply Chain: Create True Collaboration<br />

Insightful decision making<br />

Sales & Operations Planning <strong>for</strong> CPG<br />

May 22 & 23, 2013 | Chicago | Illinois


<strong>IE</strong>G. Summits<br />

the experts...<br />

There is no question that <strong>IE</strong> <strong>Group</strong> provides the gold standard summits in the industry and will connect you with<br />

decision makers within business <strong>for</strong>ecasting & planning. You will be meeting senior level executives from major<br />

corporations and innovative small to medium size companies.<br />

Previous Speakers Include:<br />

• Director, Global Supply Chain, Milwaukee Tool<br />

• Director, Franchise Supply Chain, Johnson & Johnson<br />

• Director, Strategy & Planning, Research In Motion<br />

• Founder & CEO, Supply Chain Insights<br />

• Principal, Oliver Wight<br />

• Senior Business Consultant, Logility<br />

• Vice President, Sales & Operations, Kellogg’s<br />

• Vice President, Industry Strategy, JDA<br />

• S&<strong>OP</strong> Senior Analyst, Vans<br />

• CEO, McLaughlin<br />

• Director, Deloitte<br />

• Senior Manager, Deloitte<br />

• Specialist Leader, Deloitte<br />

• Director, Supply Chain Integration, Chamberlain<br />

• Executive Director, Purchasing & Logistics, NC 2<br />

• Director, Customer Logistics, Avery Dennison<br />

• CEO & Co-founder, Anaplan<br />

For more in<strong>for</strong>mation, contact us at info@theiegroup.com<br />

Gain Insight. Optimize Results.<br />

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<strong>IE</strong>G. Summits<br />

the content...<br />

- SVP, Sales, Optimum Nutrition<br />

- SVP, Supply Chain, Spinmaster<br />

- VP, Product Supply NW, Coca Cola<br />

- V,P Inventory MNGMT, Officemax<br />

- VP, Planning & Distribution, Sephora<br />

- VP, of Supply Chain, Tesco<br />

- Dir, Supply Chain, Newell Rubbermaid<br />

- Dir, Supply Chain, Black & Decker<br />

- Dir, Supply Chain Management, Danfoss<br />

- Supply Chain Strategy Director, VF Corp<br />

- SVP, Global Supply Chain, Lifetime Brands<br />

Gain Insight. Optimize Results.<br />

An effective sales and operations planning process is central to business success. In the modern<br />

business environment technological developments and the advances of globalization have<br />

created unparalleled opportunities <strong>for</strong> businesses to expand their markets. But new opportunity<br />

has opened the door to new challenges within the consumer package goods industry.<br />

This summit will focus on the solutions offered by innovative supply chain planning and<br />

business <strong>for</strong>ecasting. It will comprise of learning objectives, illustrated intermittently with a<br />

number of exploratory case studies, to include:<br />

- Strategies to engage senior leadership in the S&<strong>OP</strong> process, as well as methods to facilitate this<br />

- Using the S&<strong>OP</strong> process as the vehicle to drive accountability <strong>for</strong> results <strong>for</strong> CPG companies<br />

- Learn how to optimize the role of S&<strong>OP</strong> in your consumer goods company<br />

- Operations, supply chain and <strong>for</strong>ecasting - an approach to a repeatable S&<strong>OP</strong> cycle<br />

- The relationship between integrated business planning and S&<strong>OP</strong> within the CPG industry<br />

and much more..........<br />

who will you meet?...<br />

Previous delegates (partial list):<br />

For more in<strong>for</strong>mation, contact us at info@theiegroup.com<br />

- SVP, CSCO, CPO, Facilities, McAfee<br />

- VP, Supply Chain, Barnes & Noble<br />

- Dir, Global SC & Strategy, Wrigley<br />

- Dir, Planning & Mngt, Yankee Candle<br />

- VP, Product Mngt, Young Living Oils<br />

- SVP, Ops & Supply Chain, Marietta Corp<br />

- Dir, Supply Chain Planning, Ghirardelli<br />

- VP, North America Supply Chain Ops, Nike<br />

- VP Supply Chain Strategy, Avon<br />

- VP, SCM, Royal Caribbean Cruises<br />

- <strong>Group</strong> Supply Chain Dir, Imperial Tobacco<br />

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<strong>IE</strong>G. Summits<br />

Gain Insight. Optimize Results.<br />

the previous speakers...<br />

James Merwin,<br />

Director, Global Supply Chain,<br />

Milwaukee Tool<br />

Mark d’Agostino<br />

Director, Supply Chain Integration,<br />

Chamberlain <strong>Group</strong><br />

Bob Cowdrick,<br />

Senior Business Consultant,<br />

Logility<br />

Richard Sherman,<br />

Director, Strategic Development,<br />

CSCMP<br />

Glenn Lawse,<br />

Director, Franchise Supply Chain,<br />

Johnson & Johnson<br />

Erez van Ham,<br />

Director, Strategy & Planning,<br />

Research In Motion<br />

For more in<strong>for</strong>mation, contact us at info@theiegroup.com<br />

Tom Phillips,<br />

Director,<br />

Deloitte<br />

Richard Dregne,<br />

VP, Sales & Operations Planning,<br />

Kellogg’s<br />

Ken Olsen,<br />

Specialist Leader,<br />

Deloitte<br />

Michael Effron,<br />

Principal,<br />

Oliver Wight<br />

Kash Muthuraman,<br />

Senior Manager,<br />

Deloitte<br />

Jim Moise,<br />

Executive Director, Purchasing & Logistics,<br />

NC 2<br />

Lora Cecere,<br />

Founder & CEO,<br />

Supply Chain Insights<br />

Danny Halim,<br />

VP, Industry Strategy,<br />

JDA<br />

Mike Dietrich,<br />

CEO<br />

McLaughlin<br />

Bob Lecinski,<br />

Director, Customer Logistics,<br />

Avery Dennison<br />

Guy Haddleton,<br />

CEO & Co-founder,<br />

Anaplan<br />

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<strong>IE</strong>G. Summits<br />

the previous presentations...<br />

Lora Cecere, Founder & CEO, Supply Chain Insights<br />

What Does Good Look Like?<br />

Richard Dregne, Vice President, Sales & Operations Planning, Kellogg’s<br />

For more in<strong>for</strong>mation, contact us at info@theiegroup.com<br />

Gain Insight. Optimize Results.<br />

While many companies argue about the “right name” to use <strong>for</strong> their Sales and<br />

Operations Planning process, Lora Cecere, founder of Supply Chain Insights believes<br />

that the time is better spent focusing on goal, process and metric alignment. Join Lora as<br />

she shares her latest research on S&<strong>OP</strong>. Learn how the answers to three simple questions make a difference.<br />

Lora Cecere is the Founder of Supply Chain Insights. The research �rm Supply Chain Insights is paving new<br />

directions in building thought-leading supply chain research. She is also the author of enterprise software blog<br />

“Supply Chain Shaman. The blog focuses on the use of enterprise applications to drive supply chain excellence.<br />

Her book, Bricks Matter, will be published in August 2102. As an enterprise strategist, Lora focuses on the<br />

changing face of enterprise technologies. Her research is designed <strong>for</strong> the early adopter seeking �rst mover<br />

advantage. Current research topics include the digital consumer, supply chain sensing, demand shaping and revenue management,<br />

market-driven value networks, accelerating innovation through open design networks, the evolution of predictive analytics, emerging<br />

business intelligence solutions, and technologies to improve safe and secure product delivery.<br />

Interactive Panel Session<br />

Rich Dregne joined the Kellogg Company in 1985 and is currently Vice President of<br />

Sales & Operations Planning <strong>for</strong> Kellogg North America. Mr. Dregne began his<br />

career as an Industrial Engineer at Kellogg’s Battle Creek cereal plant. Over the past<br />

27 years he has held numerous leadership positions throughout Kellogg including roles in Industrial Engineering,<br />

North America Capacity Planning, and as Regional Manager Customer Service & Distribution - Midwest & South.<br />

In 2001 he was named to lead the Logistics Product Availability group with responsibility <strong>for</strong> production<br />

scheduling, deployment, and inventory management across the Kellogg North America Supply Chain network. In<br />

2005 he moved into the role leading the Transportation and Distribution group and was named VP Kellogg North<br />

America Logistics. In this role he had responsibility <strong>for</strong> all contracted freight and warehousing activities in the U.S.,<br />

as well as Kellogg import & export functions <strong>for</strong> North America.<br />

Glenn Lawse, Director, Franchise Supply Chain, Johnson & Johnson<br />

The Myth of One Number<br />

Supply chain gurus have long proclaimed the virtue of aligning the company<br />

around “one number” – one <strong>for</strong>ecast that seamlessly merges volume and mix.<br />

At J&J <strong>Consumer</strong> Products we have achieved strong per<strong>for</strong>mance and the necessary operational and �nancial<br />

alignment by actively managing the gap between volume and mix <strong>for</strong>ecasts, without actually arriving at one<br />

number. We will discuss the theory and practice behind the processes that we use to achieve this alignment while<br />

accommodating <strong>for</strong>ecasting at both the volume and mix levels, and describe the insights we are learning as we<br />

roll this out to our <strong>Consumer</strong> North America businesses.<br />

Glenn Lawse is a Franchise Supply Chain Director at Johnson & Johnson <strong>Consumer</strong> Products, managing $800MM<br />

in annual gross sales across a variety of consumer products. He has worked in supply chain and related �elds <strong>for</strong> over 10 years, with<br />

additional experience in process mapping & redesign, in<strong>for</strong>mation technology, and multiple ERP implementations.<br />

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<strong>IE</strong>G. Summits<br />

James Merwin, Director, Global Supply Chain, Milwaukee Electric Tool<br />

Balancing Operations with Business Opportunity<br />

Danny Halim, Vice President, Industry Strategy, JDA<br />

For more in<strong>for</strong>mation, contact us at info@theiegroup.com<br />

Gain Insight. Optimize Results.<br />

Recent years have seen our growth as high as 25%, in an industry that’s been basically<br />

%at. Traditional business units have seen rampant new product launches, along with<br />

entry into two new business units, altogether making planning a critical piece to<br />

success, but a point of contention when it comes to quantifying. The key is connecting<br />

the front end of the business to the back, creating visibility to disconnects, and taking ownership to drive resolution.<br />

James has spent the past 8 years in various S&<strong>OP</strong> leadership roles, first with the Kohler Company in the bathroom<br />

fixtures industry, and the last 4 with Milwaukee Electric Tool in the power tool industry. He is responsible <strong>for</strong> the<br />

<strong>for</strong>ecasting, inventory management, and production scheduling. His career began as an auditor with Arthur<br />

Andersen and Deloitte & Touche. He holds a BS in Accounting from Marquette University and an MBA from Arizona State University.<br />

Leveraging <strong>Consumer</strong> Insights <strong>for</strong> Smarter Business Decisions<br />

<strong>Consumer</strong>s are dynamic; changing their sentiments quicker than ever be<strong>for</strong>e. They<br />

are tied in to the media world of social networking, discussing the pros/cons of a<br />

wide variety of products. Yet, the corresponding business practices, processes and<br />

architecture of the supplying manufacturing companies fail to keep pace and in<br />

alignment with the wealth of in<strong>for</strong>mation that is available from the point of the consumer. Join Danny Halim, VP of<br />

Industry Strategy, JDA Software, as he outlines the trans<strong>for</strong>mation taking place in the dynamics of partnership<br />

between manufacturers and retailers, spanning from a traditional collaborative model, to getting closer to<br />

consumer from a POS perspective, to the new frontier of leveraging big data and true consumer insights to drive<br />

intelligent business decisions spanning supply chain, marketing, assortment, promotions and S&<strong>OP</strong>.<br />

Danny Halim is vice president, industry strategies at JDA Software. He is responsible <strong>for</strong> developing strategic supply chain innovations <strong>for</strong><br />

the consumer products industries. Prior to this role, Halim served as director of product management where he delivered innovative<br />

solutions in the areas of supply chain planning and optimization. Halim has also held several senior consulting positions in Manugistics<br />

and PricewaterhouseCoopers.<br />

Michael Effron, Principal, Oliver Wight<br />

The S&<strong>OP</strong> Process Your President Wants<br />

We’ve all heard that the business leadership “owns” the S&<strong>OP</strong> process and should<br />

be actively involved in the meetings, but often they are nowhere to be found. This<br />

session explores why your leaders do not participate in you S&<strong>OP</strong> meetings and how to reinvigorate your process so<br />

that they join and lead the meetings. We will start with an explanation of the how the executives see the world and<br />

what keeps them up at night. We will continue with how an S&<strong>OP</strong> process can address their needs and identify the<br />

essential elements your S&<strong>OP</strong> process must have to engage your leaders. We will conclude with examples of<br />

successful designs that you can use to revitalize your S&<strong>OP</strong> process and make it a key contributor to your company’s<br />

success.<br />

During his twenty years in industry, Michael has implemented Integrated Business Planning and Demand Management processes<br />

around the world <strong>for</strong> multiple Fortune 500 companies, both as a consultant and in roles which include Global Demand Manager,<br />

Supply Chain Manager, and Global Sales and Operations Director. He has also championed the effective use of system tools including<br />

SAP and Oracle to achieve integrated plans and drive one set of numbers. A Registered Professional Engineer, Michael started from<br />

the shop �oor improving manufacturing processes. He continues this hands-on approach, coaching individuals and guiding<br />

companies to Class A per<strong>for</strong>mance in all areas of supply chain planning and execution.<br />

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<strong>IE</strong>G. Summits<br />

Mark d’Agostino, Director, Supply Chain Integration, Chamberlain<br />

Leaving the Pier: Launching S&<strong>OP</strong> From Ground Zero<br />

For more in<strong>for</strong>mation, contact us at info@theiegroup.com<br />

Gain Insight. Optimize Results.<br />

In a typical business environment, S&<strong>OP</strong> can be looked upon as a buearcratic<br />

entanglement (why do I need this meeting when I can just pick up the phone???). Thus an S&<strong>OP</strong> process must<br />

effectively mesh with the existing culture of the organization. Success requires two things: a clear baseline of<br />

requirements that the stakeholders agree on and the RIGHT metrics to measure the process and its impact on the<br />

organization. This session will look at laying down the basic principles <strong>for</strong> stakeholder alignment and focus on<br />

developing tailored metrics <strong>for</strong> the overall process.<br />

In his current role, Mark is responsible <strong>for</strong> the S&<strong>OP</strong> process at Chamberlain and the integration of per<strong>for</strong>mance metrics to<br />

assure cohesion of the company’s supply chain activities. Be<strong>for</strong>e his current role, Mark was responsible <strong>for</strong> developing B2B<br />

standards on an international basis, managed a global a standards process and facilitated the development of the Global Data Synchronization<br />

Network. Prior to that, Mark worked <strong>for</strong> Black & Decker Corporation in the areas of Supply Chain Management as well as Customer Operations. He<br />

has also worked 8 years in the automotive industry and 3 years in the consumer electronics industry. He holds a Bachelor of Science in Economics<br />

and Mechanical Engineering from Dartmouth College in New Hampshire and a Masters of Business Administration from Loyola College in Maryland.<br />

Mike Dietrich, CEO, McLaughlin<br />

Development of a NEWCO Organization: What Would<br />

You Do if You Could Start Your Company, Today?<br />

In spite of highly advanced, proven innovations in sales operations, finance,<br />

marketing and supply chain, most companies are only able to adopt fractions of what their leadership desires. Legacy<br />

systems, organizational structures and corporate-culture are often unable to enact change to the level necessary to create<br />

a measurable effect on financial per<strong>for</strong>mance: Simply stated, the trade-offs destroy the ROI. Starting with a ‘blank slate’<br />

organization or NEWCO, the discussion will focus on the opportunity presented by a NEWCO to disrupt markets and then<br />

propose how it may be possible to use the concept of a NEWCO within existing corporations.<br />

With more than 17 years of progressive leadership responsibility within marketing, operations, supply chain,<br />

merchandising and finance, Mike’s passion to go beyond ‘best practices’ to create ‘next practices’ has consistently resulted in profitable<br />

growth through innovations in sales operations and marketing. His career includes executive leadership roles, including C-Level<br />

responsibilities, at leading multi-channel retail and B2B distributors. Mike’s expertise is in the development and implementation of ‘disruptive<br />

innovation,’ designed to propel companies ahead of the market. He is currently leading a project to create a NEWCO organization based on a<br />

disruptive innovation model he championed at the University of Michigan.<br />

Erez van Ham, Director, Strategy & Planning, Research In Motion<br />

Keeping Focused on Your Plan in a Fast Growth, International<br />

Environment<br />

In East Asia RIM has seen exponential growth over the past few years. In December of 2011, IDC<br />

<strong>for</strong>ecasted that BlackBerry will grow twice as fast as the overall smartphone market over the next four years. BlackBerry is<br />

the #1 best-selling smartphone in Indonesia, Malaysia, The Philippines, Singapore, Thailand, and Vietnam. This growth has<br />

come with its share of challenges. RIM’s entrepreneurial culture combined with a growth in the size of the team in Asia has<br />

led to some challenges in communication, planning, coordination, and focus. This session will offer some suggestions on<br />

keeping focused, efficient, and effective in a fast changing, high growth environment.<br />

Erez van Ham has over 12 years of experience in strategy, planning, finance, and negotiation. He has worked in the<br />

Insurance, Banking, TV, and technology industry, in Canada, Japan, and Singapore. He is currently the Director of Strategy<br />

and Planning <strong>for</strong> East Asia at Research In Motion, maker of the BlackBerry solution. In this role he has established a planning process and rhythm<br />

<strong>for</strong> his Business Unit, worked on country and regional strategies, and helped in the tremendous growth within the region. He works from home<br />

in Toronto, has an office at RIM’s head office in Waterloo, and another office in Singapore and Japan, where his team is based.<br />

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Guy Haddleton, CEO & Co-founder, Anaplan<br />

Bob Lecinski, Director Customer Logistics, Avery Dennison<br />

Organization That Works<br />

In today’s economic environment, innovation is essential <strong>for</strong> a company to grow and<br />

some might go so far as to say it is necessary <strong>for</strong> survival. So how do you take a<br />

great idea and get it to market? How about 300 of them? This session will look at how the Office and <strong>Consumer</strong><br />

Products <strong>Group</strong> of Avery Dennison Corporation applied Sales and Operations Planning (S&<strong>OP</strong>) principles to<br />

introduce more than 300 products across multiple categories in the Martha Stewart Home Office with Avery<br />

product line sold exclusively at Staples.<br />

Robert T. Lecinski, Director of Customer Logistics at Avery Dennison Office and <strong>Consumer</strong> Products, is responsible<br />

<strong>for</strong> ensuring that supply chain logistics processes meet customer expectations and that strong collaborative<br />

relationships evolve with all customer partners. Based in Avery’s Chicago office, Bob brings his 20 years of experience synchronizing<br />

supply chains to ensure consistency of customer experience, <strong>for</strong>ecast demand in support of balancing manufacturing resources,<br />

inventory and service, and deliver solutions to customers. Bob has previously held leadership positions at Valspar, ACCO Brands,<br />

JohnsonDiversey and the consulting �rm Plan4Demand. He holds a BBA from the University of Notre Dame and an MBA from DePaul<br />

University. When he is not thinking about improving value chains, he is either preparing <strong>for</strong> his next sprint triathlon or experimenting<br />

with new recipes.<br />

Bob Cowdrick, Senior Business Consultant, Logility<br />

Bob is an APICS certi�ed professional with nearly 25 years of experience in the supply chain industry. He is<br />

responsible <strong>for</strong> working with Logility customers on implementation as well as use of the Logility Voyager Solutions.<br />

Prior to joining the American Software and Logility teams, he worked with John Deere and Xerox. Bob holds a BS from the University of<br />

Maine and a Master of Science in Industrial Engineering from Purdue University.<br />

For more in<strong>for</strong>mation, contact us at info@theiegroup.com<br />

Gain Insight. Optimize Results.<br />

How Technology Innovation is Driving a New Paradigm <strong>for</strong> Planning &<br />

Per<strong>for</strong>mance<br />

Technology shifts are changing the expectations and requirements of enterprise business<br />

users. Cloud Computing, Instant Access, Collaboration, Social and Mobile is the new<br />

imperative <strong>for</strong> Enterprise software. Guy Haddleton, Founder and CEO of Anaplan, examines how the latest trends<br />

are driving a requirement <strong>for</strong> a new paradigm <strong>for</strong> per<strong>for</strong>mance management. Topics include: the new imperatives<br />

in Planning and Per<strong>for</strong>mance Management; Instant Access; Self service apps; Low IT footprint; Rapid time to value;<br />

Security; Innovations in business operating models, pricing and technology.<br />

Guy is Co-Founder & Chief Executive Officer of Anaplan, Inc. Anaplan brings breakthrough development and<br />

innovation together on a single technology plat<strong>for</strong>m in the cloud to enable high per<strong>for</strong>mance analytics, modeling, planning,<br />

<strong>for</strong>ecasting, and reporting in an enormously powerful online architecture that’s capable of scaling to meet the needs of the world’s<br />

biggest organizations. Guy has 20 years experience in the Business Analytics Sector. He was the founder (1990), Chairman and Chief<br />

Executive Officer of Enterprise Per<strong>for</strong>mance Planning leader Adaytum. After expanding from market leader in the UK to Europe, the US<br />

and Asia Paci�c, Adaytum was sold to Cognos in 2003.<br />

Using Sales & Operations Planning to Improve Supply Chain Success<br />

Sales and operations planning (S&<strong>OP</strong>) provides a centralized framework <strong>for</strong> increased<br />

pro�tability and synchronized demand and supply across the entire supply chain<br />

network. Most refer to S&<strong>OP</strong> as the single most important tactic <strong>for</strong> managing<br />

pro�tability and risk in your business. Learn how successful S&<strong>OP</strong> processes have:<br />

Matched demand and supply to achieve a pro�table operational plan, Reduced manual ef<strong>for</strong>ts to support S&<strong>OP</strong><br />

processes, Aligned �nancial, sales, procurement & marketing organization under the same vision, Improved<br />

<strong>for</strong>ecast error rates, Created opportunities <strong>for</strong> demand shaping and collaboration with sales.<br />

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Demand Driven Supply Chain<br />

Companies today face many challenges in trying to manage demand from their<br />

customers and respond to the latest demand changes. Many companies have<br />

improved their supply chain planning processes, but that is not enough.<br />

Implementing demand driven supply chain capabilities is critical to effectively<br />

responding in a cost effective manner. A Demand Driven Supply Chain approach defines capabilities on both the demand<br />

and supply side to sense and respond to demand changes. Capabilities that incorporate the latest demand signals from<br />

your customers are an important first step to drive more responsive supply plans. Then improved supply chain flexibility is<br />

critical in responding to changes in demand. By implementing demand driven supply chain capabilities, companies have<br />

been able to drive improved supply chain per<strong>for</strong>mance.<br />

Tom Phillips, Director, Deloitte<br />

For more in<strong>for</strong>mation, contact us at info@theiegroup.com<br />

Gain Insight. Optimize Results.<br />

Tom is part of Deloitte Consulting’s Supply Chain Planning Practice leadership team. He has over 14 years of<br />

experience driving complex multi-functional, multi-geography supply chain trans<strong>for</strong>mations <strong>for</strong> consumer<br />

product manufacturers. His area of focus is end to end demand and supply planning. Tom also has<br />

experience driving inventory cost reduction / service improvement programs in all major areas of<br />

operations.<br />

Ken Olsen, Specialist Leader, Deloitte<br />

Ken is part of Deloitte Consulting’s Supply Chain Planning Practice leadership team. He has over 13 years of<br />

consulting experience assisting clients across industries trans<strong>for</strong>m their supply chains. His areas of expertise<br />

include sales & operations planning, demand planning, supply planning, inventory management, and<br />

manufacturing flexibility.<br />

Kash Muthuraman, Senior Manager, Deloitte<br />

Kash is part of Deloitte Consulting’s Supply Chain Planning Practice leadership team. Kash has over 10 years<br />

of experience and specializes in the areas of working capital reduction, integrated business planning,<br />

inventory management and manufacturing flexibility. Kash has assisted several CPG companies execute<br />

demand driven trans<strong>for</strong>mations and achieve step change improvements in service and inventory.<br />

Merchandise Planning Innovation Summit, June 21 & 22, Boston<br />

The Merchandise Planning Summit brings the leadership and innovators from the<br />

industry together <strong>for</strong> a summit acclaimed <strong>for</strong> its insight into the world of Merchandise<br />

Planning as well as Demand, Inventory & Allocation Planning.<br />

Speakers Include: VP, Wholesale Pricing, Perry Ellis<br />

Director, Supply Chain Finance, Wells Fargo<br />

VP, Global Merchandise Planning, BCBMAXAZRIA<br />

To attend contact Sean Foreman: +1 415 692 5514 or s<strong>for</strong>eman@theiegroup.com<br />

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Richard Sherman, Director, Strategic Development, CSCMP<br />

Synchronizing Your Supply Chain <strong>for</strong> Optimal Per<strong>for</strong>mance<br />

For more in<strong>for</strong>mation, contact us at info@theiegroup.com<br />

Gain Insight. Optimize Results.<br />

Traditional Supply Chain Management has been linear and focused on optimizing enterprise<br />

inventory per<strong>for</strong>mance versus channel inventory. Resolution of uncertainty and variation of<br />

inventory requirements has focused on integrated and collaborative planning initiatives with<br />

little attention to day to day operational decision making. Minimizing the bullwhip effect and<br />

truly optimizing inventory requires collaboration to synchronize the operational decisions that determine the<br />

actual inventory requirements, �ow, and optimal per<strong>for</strong>mance of multi-level supply chains. This session will<br />

explore the challenges and suggest new perspectives on managing pull/push boundaries, supply chain cycle<br />

times, and �nancial drivers of inventory variability across the supply network.<br />

Rich Sherman is an internationally recognized pundit on trends and issues across supply chain management. He is<br />

currently Director of Strategic Development <strong>for</strong> the Council of Supply Chain Management Professionals (CSCMP). As a research<br />

director, he successfully launched the supply chain advisory services <strong>for</strong> AMR Research and lead in the development the SCOR model<br />

and founding the Supply Chain Council and serving on its Board. Throughout his career, Mr. Sherman has held senior management<br />

positions with visionary technology �rms such as EXE, Syncra, and Numetrix, and marketing leading corporations such as Microsoft,<br />

IRI, Mercer Management Consulting, DEC, and Unisys serving clients globally.<br />

James Moise, Executive Director, Purchasing & Logistics, NC 2<br />

Synchronizing Your Supply Chain <strong>for</strong> Optimal Per<strong>for</strong>mance<br />

Launching and producing vehicles in Brasil presents many challenges given the custom<br />

regulations, barriers to entry, protectionist policies, the strong Real and port congestion.<br />

Additionally, the current booming market has caused capacity constraints <strong>for</strong> the local<br />

suppliers. This presentation will explore these challenges and the strategies and solutions NC2<br />

is employing to launch and run the business in a cost effective manner, maintaining supply to operations cost<br />

effectively while conserving work capital.<br />

James (Jim) Moise is currently the Executive Director of Purchasing and Logistics <strong>for</strong> NC2, a joint venture created by<br />

Navistar and Caterpillar to manufacture and sell trucks globally. Jim serves as a member of the management team,<br />

and is charged with maximizing global efficiencies in purchasing and logistics <strong>for</strong> both Navistar and Caterpillar truck<br />

operations outside of North America. Jim also serves on the Board of Directors <strong>for</strong> the NC2 Luxembourg companies. Jim has more than a<br />

decade of experience with Navistar prior to the <strong>for</strong>mation of NC2, in roles including Purchasing, Program Management and Engineering<br />

Management. Prior to joining Navistar, Jim served in various engineering functions in the truck, automotive and aircraft industries. Jim<br />

graduated from the University of Kansas with two Bachelor of Science degrees in Architectural Engineering and Civil Engineering, and<br />

holds a Master of Management and Organizational Behavior degree from Benedictine University.<br />

S&<strong>OP</strong> Innovation Summit, June 28 & 29, Seattle<br />

We know that the theories underpinning current developments in sales & operations<br />

don't necessarily pan out in the real world, particularly when examined in a global<br />

context. Which is why we invite you to discuss your thoughts and feelings openly, and<br />

connect with like-minded people. The Sales & Operations Planning Summit is a prime<br />

opportunity <strong>for</strong> you to air your personal and business challenges.<br />

Speakers Include Sr. Director, Supply Chain Optimization, Philips<br />

Director, Telesales & Web Operations, T-Mobile<br />

Director, Supply Chain Operations, Microsoft<br />

To attend contact Sean Foreman: +1 415 692 5514 or s<strong>for</strong>eman@theiegroup.com<br />

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<strong>IE</strong>G. Summits<br />

the schedule...<br />

May 23<br />

08.30 - 10.00<br />

10.00 - 10.30<br />

10.30 - 12.00<br />

12.00 - 13.30<br />

13.30 - 15.00<br />

15.00 - 15.30<br />

15.30 - 17.00<br />

17.00 - 19.00<br />

May 24<br />

08.30 - 10.00<br />

10.00 - 10.30<br />

10.30 - 12.00<br />

12.00 - 13.30<br />

13.30 - 15.00<br />

15.00 - 15.30<br />

15.30 - 17.00<br />

Day One<br />

Session One<br />

Coffee Break<br />

Session Two<br />

Lunch<br />

Session Three<br />

Coffee Break<br />

Session Four<br />

Networking Drinks<br />

Day Two<br />

Session One<br />

Coffee Break<br />

Session Two<br />

Lunch<br />

Session Three<br />

Coffee Break<br />

Session Four<br />

End of Summit<br />

Gain Insight. Optimize Results.<br />

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<strong>IE</strong>G. Summits<br />

the in<strong>for</strong>mation...<br />

Date: May 22 & 23, 2013<br />

Location: Chicago, Illinois<br />

Gain Insight. Optimize Results.<br />

S&<strong>OP</strong> Innovation <strong>for</strong> the <strong>Consumer</strong> <strong>Goods</strong> Industry<br />

Registration Pricing<br />

Early Bird Price (expires March 20, 2013):<br />

Silver Pass: $1295<br />

Gold Pass: $1595<br />

Diamond Pass: $1795<br />

Pass Descriptions:<br />

Silver Pass: Access to all sessions & networking events<br />

Gold Pass: Access to all sessions, networking events & annual subscription to <strong>IE</strong>G membership worth $800<br />

Diamond Pass: Access to all sessions, networking events, annual subscription to <strong>IE</strong>G membership & Strategic Analysis Report<br />

<strong>Group</strong> Discount Offers<br />

3 tickets: $3000 ($1000 per attendee)<br />

5 tickets: $4500 ($900 per attendee)<br />

For special opportunities <strong>for</strong> groups, contact us at info@theiegroup.com<br />

Three Ways to Register<br />

Phone +1 415 992 7605<br />

Fax +1 323 446 7673<br />

Website http://operations.theiegroup.com/sop-cpg/registration<br />

For more in<strong>for</strong>mation, contact us at info@theiegroup.com<br />

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Be<strong>for</strong>e May 20, 2013 only:<br />

Early Bird Silver Pass: $1295<br />

Early Bird Gold Pass: $1595<br />

Diamond Pass: $1795<br />

REGISTRATION FORM<br />

S&<strong>OP</strong> <strong>for</strong> CPG Industry Summit<br />

May 23 & 24, 2012 | Chicago | Illinois<br />

For registration or more in<strong>for</strong>mation on the program please call Robert on +1 415 992 7605 or fax this<br />

registration <strong>for</strong>m to +1 (323) 446 7673<br />

NAME OF EACH ATTENDEE<br />

TITLE OF EACH ATTENDEE<br />

COMPANY<br />

ADDRESS<br />

STATE/PROVINCE<br />

EMAIL OF EACH ATTENDEE<br />

Payment Options<br />

ZIP/POSTAL CODE<br />

Check (Make checks payable to The Innovation Enterprise Limited)<br />

DEPARTMENT<br />

INDUSTRY<br />

CITY<br />

COUNTRY<br />

Visa Mastercard American Express Diners Club<br />

CARD NUMBER<br />

CARDHOLDERS NAME<br />

Early Bird Pricing Offer until March 20, 2013:<br />

EXPIRATION DATE<br />

Early Registration Silver Pass: $1295 Attendees _____________<br />

Early Registration Gold Pass: $1595 Attendees _____________<br />

Diamond Pass : $1795 Attendees _____________<br />

3 Tickets $3000 ($1000 Per Attendee) 5 Tickets $4500 ($900 Per Attendee)<br />

BUSINESS PHONE NUMBER<br />

SECURITY NO.<br />

Invoice me<br />

Discover<br />

CARDHOLDER’S SIGNATURE<br />

Places are transferable without any charge. Cancellations be<strong>for</strong>e April 26 2013 incur an administrative charge of 50%. If you cancel your registration after<br />

April 26 2013 we will charge the full fee. You must notify <strong>IE</strong> <strong>Group</strong> in writing of a cancellation, or we will charge the full fee. <strong>IE</strong> <strong>Group</strong> reserve the right to make<br />

changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT


<strong>IE</strong>G. Summits<br />

the previous sponsors...<br />

Global Sponsor<br />

Gold Sponsors<br />

Exhibitor<br />

Media Partners<br />

For more in<strong>for</strong>mation, contact us at info@theiegroup.com<br />

Gain Insight. Optimize Results.<br />

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<strong>IE</strong>G. Summits<br />

Contact In<strong>for</strong>mation<br />

For more in<strong>for</strong>mation, contact us at info@theiegroup.com<br />

Gain Insight. Optimize Results.<br />

the upcoming summits...<br />

Sales & Operations<br />

Planning<br />

June, 2012<br />

Seattle, WA<br />

Sales & Operations<br />

Planning<br />

January, 2013<br />

Las Vegas, NV<br />

Inventory Optimization<br />

Summit<br />

October, 2012<br />

Austin, TX<br />

Sales & Operations<br />

Planning<br />

September, 2012<br />

Boston, MA<br />

Chief Supply Chain<br />

Officer Summit<br />

November 1 & 2, 2012<br />

Chicago, IL<br />

Sales & Operations<br />

Planning<br />

October, 2012<br />

Amsterdam, NL<br />

Integrated Business<br />

Planning<br />

March, 2013<br />

Berlin, DE<br />

Summit Director: Giles Godwin-Brown Tel: +1 415 692 5498 Email me<br />

Sponsorship Director: Pip Curtis Tel: +1 415 992 5349 Email me<br />

Delegate Manager: Robert Shanley Tel: +1 415 992 7605 Email me<br />

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<strong>IE</strong>G. network<br />

Exclusive Content <strong>for</strong> Finance, Operations & Business Analytics.<br />

What is the <strong>IE</strong>G. Network?<br />

<strong>IE</strong>G is the premier <strong>for</strong>um <strong>for</strong> Finance, Operations Planning & Business Analytics education. Gain insight<br />

and optimize results with un-biased actionable business education available on-demand and delivered<br />

by your peers. Stay on the cutting edge of the latest trends within S&<strong>OP</strong>, FP&A & Business Analytics, all<br />

without having to leave your desk.<br />

Learn from leading companies including:<br />

Af<strong>for</strong>dable. Cutting Edge. Convenient.<br />

Invest in innovative business education that will help you benchmark and validate current and future<br />

initiatives that can be leveraged to optimise business results and effective decision making.<br />

<strong>IE</strong>G membership content spans numerous industry sectors and includes presentations from many of<br />

the world’s leading companies.<br />

What you get...<br />

• Access to over 200 hours of On-demand training on topics that are important to you, like S&<strong>OP</strong>,<br />

FP&A, Predictive Analytics , Supply Chain, Strategic Planning, Inventory Optimisation,<br />

Integrated Business Planning and more<br />

• Access to our extensive training library. Whenever your team needs to benchmark or gain<br />

some key actionable ideas, they just watch a quick video.<br />

• Monthly newsletters with industry insights and important news - vital <strong>for</strong> up-to-date info and<br />

methodology.<br />

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