Event Speakers
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Jeff Baker, CPF
Jeff Baker, CPF
Institute of Business Forecasting & Planning
Education Advisor
Jeff has an extensive background in Demand Management, Sales & Operations Planning, Advanced Planning and Scheduling, and Lean Six Sigma process improvement. His past roles led him to work internationally for Fortune 500 companies in the consumer packaged goods, agricultural sciences, and chemical process industries. Throughout his consulting career, Jeff has assisted a myriad of clients to improve their supply chain processes, from strategy through implementation. Prior, Jeff worked in the chemical process industry, and after completing his MBA, was three years with Coopers & Lybrand as a Senior Manager in their supply chain optimization practice. Jeff has a BS in Chemical Engineering from the University of Illinois, and an MBA from the University of Michigan-Flint and he is an IBF Certified Professional Forecaster (CPF).
Sara Brumbaugh
Sara Brumbaugh
Ceres Analytics
Managing Principal
Sara Brumbaugh is Managing Principal of Ceres Analytics, a consultancy specializing in applied mathematics, statistics, and machine learning. Sara's roots are in business forecasting: she's worked with the IBF for 20 years, and is the 2015 recipient of IBF’s Lifetime Achievement Award. Sara’s work in predictive analytics began with construction of forecast drivers to predict stock returns. Her current analytic work supports genetic brain research at Harvard Medical School. Other recent work includes patent-pending algorithms to detect financial fraud, and genetic models to predict success of cancer chemotherapy. Sara holds a masters in Economics from Florida State University.
Todd Dunn, CPF
Todd Dunn, CPF
Catalent Pharmaceutical
Director of Supply Chain | IBF's 2018 Excellence Award Winner
Todd Dunn is currently the Director of Supply Chain at Catalent Pharmaceutical. Most recently, he is IBF's 2018 "Excellence in Business Forecasting & Planning" award winner. Todd has held several management positions in supply chain and production within his 28 years of manufacturing experience. He was the project manager to successfully lead his organization to Class A MRPII certification. He has facilitated the pre-S&OP and executive S&OP meetings for over 15 years. He holds a BSc degree in Business Management and obtained the Michigan Certificate from the Ross School of Business at the University of Michigan. He has been a speaker at several Supply Chain & Demand Planning events across North America for many years covering topics related to Demand Management and S&OP/ IBP. Todd is a Certified Professional Forecaster (CPF).
Teresa McCarthy
Teresa McCarthy
Bryant University
Global Supply Chain Management Program Director
Teresa M. McCarthy is Director of the Global Supply Chain Management Program and an Associate Professor of Marketing at Bryant University. Her current research projects explore the degree to which firms integrate activities with other firms in their supply chain, such as collaborative forecasting, demand management, and demand planning. Her research has been published in The Journal of Forecasting, International Journal of Physical Distribution and Logistics Management, Transportation Journal, Foresight, Journal of Marketing Education, and Journal of Business Forecasting. Prior to earning her Ph.D. from the University of Tennessee, Knoxville, Dr. McCarthy worked in the retail industry for 14 years in buying and inventory planning and control.
Jeff Marthins, CPF
Jeff Marthins, CPF
Tasty Baking Company / Flower Foods
Director of Supply Chain Operations
Jeff Marthins is no stranger to the Institute of Business Forecasting & Planning, IBF as he is a regular workshop leader at conferences and IBF training programs. Jeff is an IBF Certified Professional Forecaster (CPF) since 2006. He joined Tastykake in 1985 and has worked in all facets of manufacturing and planning. His current role is Director of Supply Chain Operations and oversees the Demand Planning Department. Jeff led the production module of a SAP and other software implementations at the company. His background includes many years of manufacturing, which has provided him with a solid platform for the creation and development of the Demand Planning Department. Even though Jeff oversees many facets of the Supply Chain Operation, he still has a passion for Demand Planning and Forecasting. Jeff is an IBF Certified Professional Forecaster (CPF). Plus, he’s a 2016 IBF Award receipient for Excellence in Business Forecasting & Planning
Dr. Chaman L. Jain
Dr. Chaman L. Jain
St. John's University
Professor of Economics
Dr. Jain is Professor of Economics at St. John's University based in New York USA, where he mainly teaches a graduate course on business forecasting. He is also Chief Editor of the IBF's Journal of Business Forecasting. He has written over 100 articles, mostly in the area of forecasting and planning, and has authored/co-authored/edited nine books, seven in the area of forecasting and planning. His new book, "Fundamentals of Demand Planning and Forecasting," is the basis of IBF's body of knowledge. In a consulting capacity, he has worked for Brown and Williamson, Hewlett Packard, Union Fidelity Life Insurance Company, Prince Manufacturing, CECO Doors, Taylor Made Golf and Bilgore Groves. He has conducted workshops on business forecasting and planning for various organizations including Sweetheart Cup, Eastman Kodak, Jockey International, SABIC, Saudi Aramco, DU-Emirates Integrated Telecommunications Co. -Dubai UAE, and Symbios Consulting Group-Egypt, Goody-Saudi Arabia, Al-Nahdi Medical. He has made presentations on business forecasting and planning at IBF conferences / workshops, Council of Supply Chain Management, Informs, DMDNY in New York, John Galt Solutions and SAS. He has been invited by various institutions to speak on business forecasting & planning including University Technology Malaysia, Malaysia, School of Future Studies & Planning, Devi Ahilya University, India, and Apeejay Svran Institute of Management, India. He is the recipient of 1994 award of the Direct Marketing Educational Foundation for his best paper.
Mark Lawless
Mark Lawless
Institute of Business Forecasting & Planning
Senior Consultant
Mark Lawless is a Senior Consultant for the Institute of Business Forecasting & Planning (IBF). He has extensive experience in forecasting, planning, business process development, and business management. Mark has been associated with the Institute of Business Forecasting since its inception. He has held a C-level positions, including Chief Planning Officer, Chief Financial Officer, and Chief Operating Officer in his career. During his company affiliations, he has been responsible for 1) Development of planning and forecasting processes; 2) Development of forecasting models; 3) Selection and implementation of supporting automated systems; 4) Presentation of forecasts and plans to all levels of management and to major investors and analyst groups; 5) Remediation and continuous improvement of forecasting & planning processes and related forecasting models. During his association with the IBF, he has published many articles in the Journal of Business Forecasting (JBF) and serves as an editorial advisor to the publication. Mark has participated in the development of the IBF’s Certification Program, and has developed and run tutorials to prepare those taking the certification examination. Mark holds an undergraduate degree in Economics, and graduate degrees in Economics, Finance, and Accounting. He is an alumnus of Southern Illinois University (Edwardsville), Washington University (St. Louis), Boston College, and Bentley University. He is also IBF’s 2016 Award recipeient for Lifetime Achievement in Business Forecasting & Planning.
Greg Schlegel
Greg Schlegel
SherTrack LLC | Lehigh University | The Supply Chain Risk Management Consortium | Villanova University, EMBA Program
VP/ Principal | Adjunct Professor Supply Chain Risk Management | Founder | Adjunct Professor, ERM-Enterprise Risk Management
Greg has over 25 years of experience with several Fortune 100 companies across multiple industries. He has held executive positions in the systems, staff and plant operations environments and has been Supply Chain Director, Materials Director, Logistics Manager, Plant Operations Manager, CIO and Systems Director with companies such as Hercules Chemical, Sandvik Specialty Steel, International Harvester, Schlumberger, Loral Aerospace & Defense Electronics, GAF/ISP Specialty Chemicals and IBM Supply Chain Solutions. Greg is presently teaching MBA supply chain risk management at Lehigh University. Plus, he is VP Business Development/Principal for SherTrack LLC that provides Demand-Driven Predictive Manufacturing solutions. He has also implemented CPFR, collaborative planning, forecasting & replenishment systems, S&OP Processes, and more. Greg was APICS’ 1997 International Society President. He is a frequent speaker at IBF conferences and seminars, globally. Greg is widely published in many well known supply chain and logistics publications, including IBF’s Journal of Business Forecasting. He is a graduate of Penn State, holding a B.S. in Operations Research and Computer Science, and has attended Lake Forest College of Graduate Studies.
Eric Wilson, CPF
Eric Wilson, CPF
Escalade Sports
Director of Planning
Eric is a predictive analytics and business planning innovator, author, and speaker. He is the Director of Demand Planning at Escalade Sports. Prior to this he worked as the Director of Demand Planning at Berry Plastics, and Director of Demand Planning & S&OP at Tempur Sealy International. In 2016, he received the Excellence in Business Forecasting & Planning award from the IBF. He is a Certified Professional Forecaster (CPF) with over 20 years experience. Eric is a visionary in his field, a frequent speaker and panelist for many executive forums and professional conferences, and has written numerous articles in publications such as The Journal of Business Forecasting and APICS Magazine. He is also the author of the book Cultural Cycles.
Charles W. Chase, Jr., CPF
Charles W. Chase, Jr., CPF
SAS Institute, Inc.
Advisory Industry Consultant
Mr. Chase is an author, thought leader and trusted advisor delivering demand planning and forecasting solutions to improve consumer packaged goods companies supply chain efficiencies. Prior to that, he worked for various companies, including the Mennen Company, Johnson & Johnson, Consumer Products Inc., Reckitt Benckiser PLC, Polaroid Corporation, Coca Cola, Wyeth-Ayerst Pharmaceuticals, and Heineken USA. He has more than 20 years of experience in the consumer packaged goods industry, and is an expert in sales forecasting, market response modeling, econometrics, and supply chain management. He is the author of several books, including Next Generation Demand Management: People, Process, Analytics, and Technology and Demand-Driven Forecasting: A Structured Approach to Forecasting. In addition, he is co-author of Bricks Matter: The Role of Supply Chains in Building Market-Driven Differentiation. He is also the second recipient of the IBF Lifetime Achievement Award.
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    Why Attend

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    Topics

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    About Us

World-Class Educators, Industry Experts, and the Opportunity to Network with your Peers
This event was very informative and there were great ideas presented that I will be using to improve our forecasting process.
Barbara Thomas, Demand Planning Manager, Ecolab, Inc.

• Our highly experienced Academy workshop leaders have committed time to guide you step-by-step on how to address the challenges you currently face in the field.
• Our workshop leaders represent experts from well-known companies and institutions. As an attendee, you will be able to take advantage of over 100 years of combined experience in improving, implementing, and coaching forecasting and planning.
• As with every IBF event, we strive to ensure that attendees walk away with something they can put to use immediately upon returning to the office. You can expect to leave the event with a stronger foundation and tool-kit to execute immediately.
• Plus, the IBF Academy is an excellent step in preparing and becoming a Certified Professional Forecaster (CPF ®). Exams will be offered on August 16, 2017.

Past Event Speakers
Show all Speakers
Jeff Baker, CPF
Institute of Business Forecasting & Planning
Education Advisor
Sara Brumbaugh
Ceres Analytics
Managing Principal
Todd Dunn, CPF
Catalent Pharmaceutical
Director of Supply Chain | IBF's 2018 Excellence Award Winner
Conference Schedule
Download Full descriptions & Schedule (PDF, ~2mb)
  • Day 1
    Aug 13, 2018
  • Day 2
    Aug 14, 2018
8:15 AM - 10:15 AM
Consensus Forecasting: Best Practices In Collaborative Forecasting & Planning

When it comes to operations and order fulfillment, the more insight you have into future demand, the better. But getting a number you can base your business operations on is easier said than done. It relies on a collaborative process with input from sales and marketing to get the data you need to build robust forecasts, and that means you need to get out of your silo and into the business. In this interactive workshop, I will show you how to design a better forecasting and planning process around cross-functional collaboration to supercharge your monthly Demand Review Meetings. You’ll learn how to get buy-in for the process, get the key players around the table, what data you need, and the judgmental insight you need to accompany your statistical models. With real-world learnings and practical steps to build your own forecasting process, you’ll be able to leverage forecasts for greater insight, streamlined inventory, better customer service, and even spot commercial opportunities.

You will learn:

  • The crucial elements of a successful forecasting process
  • Why collaboration is the cornerstone of effective S&OP
  • Why you cannot rely on statistical models alone
  • What a “Single Number” consensus is, why it works, and how to achieve it
  • How to organize a successful Demand Review Meeting and what it should achieve
  • The risks and opportunities within demand management
  • How to provide new product demand status and visibility
author
Todd Dunn, CPF
Catalent PharmaceuticalDirector of Supply Chain | IBF's 2018 Excellence Award Winner
8:15 AM - 10:15 AM
Product Lifecycle Approach: Forecasting New Product Launches With Little or No Sales Data

New products are crucial to competing in today’s retail environment but with such low success rates for new launches, it is a very risky business. And that’s no surprise because forecasting sales for a product that has no sales history is very challenging. To avoid excess expenditure on the one hand, and ensure enough inventory on the other, we need to think outside the box. In this interactive workshop, you’ll learn how best-in-class companies use the Product Lifecycle approach for new product launches, and how you can implement it in your own organization. We’ll take a close look at error rates compared to existing products, how to size the overall opportunity, what data you can use to build a workable forecast, and crucially, how to update and manage forecasts post-launch to mitigate the risk and maximize opportunity. Successful new product launches are possible, and I will show you how.

You will learn:

  • How successful companies approach forecasting for new products
  • The importance of new product forecasting to mitigate risks
  • When to include new products in the planning process
  • To understand the Product Lifecycle approach and implement it for new products
  • How forecasting errors for new products compare to existing products
  • How to size the overall opportunity of the product within the market
author
Eric Wilson, CPF
Escalade SportsDirector of Planning
10:25 AM - 12:25 PM
Simple Methods for Excellent Forecasts: How to Master Time Series Analytics

Did you know 60% of all firms use the same method to prepare forecasts? They employ time series analytics, and its popularity is due to its simplicity and accuracy. It’s also popular since most forecasting software systems use many time series models in their forecasting engines. It is ideal for a range of businesses, thanks to its simple data requirements, and applications across various product types. It can be employed in both sophisticated forecasting systems and simple spreadsheets.

This session is very much hands-on and interactive, so bring a laptop with Microsoft Excel! Together we will prepare time series forecasts, so you can see how easily they can be created in your own organization. I will also leave you with a solid understanding of the difference between times series and other forecasting models such as regression. Plus, you will learn when to use each type of model too. Effective forecasting isn’t always easy, but it doesn’t have to be complicated - attend this session and you will see why.

You will learn:

  • How to use the most popular and easy to use forecasting model, Time Series
  • The appropriate time to employ time series models
  • The right time to modify your time series forecasts and why
  • The value of time series decomposition models for robust forecasts across a variety of industries
  • How exponential smoothing works and its importance
  • The right amount of data required for time series forecasting
  • How to determine which time series model to use and when
author
Jeff Baker, CPF
Institute of Business Forecasting & Planning Education Advisor
10:25 AM - 12:25 PM
Omni-challenging: Omnichannel Retail Best Practices For Forecasting, Planning and Fulfillment

Omnichannel is being adopted by retailers to enable a seamless shopping experience for their customers across all possible points of contact. This new approach to selling comes with its own challenges, with a key factor to omnichannel success being unrestricted access to inventory across all channels, including in-store, website and mobile app. This workshop will discuss the findings from a multiple case study of global retailers, including identifying the newly emerging channel-related variables that impact sales. In this interactive session I’ll reveal channel-specific nuances so you can effectively forecast for each channel. We’ll also discuss how to determine the optimal location for staging inventory to deliver the best customer service at the lowest cost, as well as the implications of omnichannel on forecasting, planning and S&OP. If you work in retail forecasting or planning, omnichannel is now a fact of life, and understanding the demand drivers for each channel is key to survival.

You will learn:

  • The challenges in forecasting and planning in the omnichannel environment
  • How to identify demand drivers for each channel
  • How to organize inventory to ensure optimal order fulfillment
author
Teresa McCarthy
Bryant University Global Supply Chain Management Program Director
2:00 PM - 4:00 PM
Implementing an S&OP Process from the Ground Up: A Step by Step Guide

A lot goes into ensuring a product is available for delivery, and in large Supply Chain focused organizations, it can be very complicated. That’s where S&OP comes in to provide clarity and structure to make sure the customer gets what they need and when they need it, allowing for effective allocation of labor, resources, capital and materials to meet demand with the appropriate level of supply. When implemented effectively, it lowers costs, satisfies customers and minimizes unnecessary expenditure.

We are going to learn how S&OP is becoming more and more important as Supply Chains become ever more complex due to outsourcing, globalization and shortened product lifecycles. In this interactive session, beginners will learn how to design and implement an effective S&OP process, and experienced practitioners will discover ideas that will help improve their current S&OP process. Highlights include practical steps to communicate demand and supply issues to management, how to use S&OP to spot commercial opportunities, encourage cross-functional buy in, and seamlessly integrate S&OP with management priorities.

You will learn:

  • What S&OP is and its value to your business
  • Practical steps to implement S&OP and keys to success
  • How to use S&OP to foster a culture of continual improvement and positive change
  • How to use S&OP as driver of growth
  • How to encourage an environment where stakeholders own their responsibilities
  • How to define the role of participants in the preparation meetings leading up to the Executive Review
  • How to encourage cross-functional buy-in by communicating the value of S&OP to different areas of the business
author
Todd Dunn, CPF
Catalent PharmaceuticalDirector of Supply Chain | IBF's 2018 Excellence Award Winner
2:00 PM - 4:00 PM
Where Tech Drives Change, Structure Must Follow: Reorganizing Your Company To Leverage Predictive Analytics

There is a very serious gap in the employment pool which makes finding the right talent for your Forecasting and Demand Planning very difficult. What makes this worse for many of us is the shift towards independent analytics departments which requires new skills and lots more people. Effective organization design is key to managing this change, and it is about more than just structure: it is architecting and aligning all facets of the organization to enable strategy. When processes, structures, technology, people, systems and culture work in concert, an enterprise is best positioned to deliver dynamic results. But in a world of constant change, how will your centralized Predictive Analytics and Planning Department keep the pieces in sync? What can we do to ensure we have the talent necessary to support our business both now and into the future? Whether you’re looking to redesign one function or the whole organization, you need to look beyond hierarchies and organizational charts to be successful. Come to this session and ’ll leave you with a roadmap to upgrade your company’s approach to organization design to be successful in the new age of analytics and insight.

You will learn:

  • Options and opinions of the centralized or decentralized role of Data Science and Predictive analytics
  • Key drivers affecting how we organize Demand Planners, Forecasting, Data Science, and collaborative planning roles
  • The core competencies companies will be looking for in the future and what gaps we currently see
  • How to build adaptable teams by identifying the right people and delivering the right training
author
Eric Wilson, CPF
Escalade SportsDirector of Planning
4:10 PM - 5:15 PM
Round Robin Roundtable Discussions
Increase your networking opportunities at IBF's Business Forecasting & Planning Academy by joining us at our very popular Round Robin, Round-Table Discussion session. Take this opportunity to bring up the most challenging questions facing your team, share your own war stories from the field and hear and share best practices.
Pricing
Pre-2019 Pricing
(Expires in 43 days, 11 hours)
1 YEAR SUBSCRIPTION TO JOURNAL OF BUSINESS FORECASTING
(INCLUDED WITH IBF MEMBERSHIP)
ACCESSS TO 30+ YEARS OF ARTICLES AND IBF RESEARCH
(INCLUDED WITH IBF MEMBERSHIP)
ACCESS TO COST OF FORECAST ERROR TEMPLATE
(INCLUDED WITH IBF MEMBERSHIP)
BREAKFAST & LUNCH
SIGNIFICANT DISCOUNTS AT FUTURE IBF EVENTS
(INCLUDED WITH IBF MEMBERSHIP)
FREE FORECASTING TUTORIAL AT SELECT IBF EVENTS
(INCLUDED WITH IBF MEMBERSHIP)
BENCHMARKING RESEARCH REPORTS
(INCLUDED WITH IBF MEMBERSHIP)
IBF CPF CERTIFICATION EXAMS
FUNDAMENTALS OF DEMAND PLANNING & FORECASTING BOOK
Discount Price
SILVER
GOLD
SILVER GROUP PACKAGE
(2 PERSONS)
GOLD GROUP PACKAGE
(2 PERSONS)
4TH FREE - GOLD GROUP
(4 PERSONS FOR PRICE OF 3)
GOLD CERTIFY PACKAGE
$1,699.00
$1,199
$1,849.00
$1,349
$3,298.00
$2,298
$3,598.00
$2,598
$5,547.00
$4,047
$3,049.00
$2,549
Sponsors
Put the IBF to Work for You!

Become an IBF Member and Start Improving Your Forecasting & Planning Performance Today.

The IBF Advantage:

IBF members include well-known company professionals that span a broad array of business sectors. By joining our organization, you can make certain that your company sets up the right forecasting & planning process and uses the best techniques available. Moreover, you can be sure that your forecasting and demand planning staff has the proper knowledge and skill set for success.

As an IBF member you receive:

  • A subscription to the Journal of Business Forecasting, which is primarily written by and geared toward practitioners.
  • Our Research Reports which include valuable benchmarking information and provide you with eye opening information on various topics in Business Forecasting and Planning.
  • Special discounts on our Conferences, Workshops, Training Seminars, Certification Program, as well as on any new products and services we will offer in the future.
  • Access to Journal of Business Forecasting Past Articles (FREE)Access to our growing online Knowledge section & Action Templates
  • Complimentary 1-day Tutorials at select Global events ($1000 USD Value)
Upcoming Events & Trainings
June 19 – 21, 2019
Nashville, Tennessee USA
w/ 1-Day S&OP and Demand Management Workshop...
June 13 – 14, 2019
Chicago, Illinois USA
...
February 11 – 12, 2019
Scottsdale, Arizona USA
Making Integrated Business Planning a Reality at Your Organization...
Event Location
Boston, Massachusetts, USA
25 Edwin H. Land Blvd., Cambridge, MA 02141
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