Event Speakers
Collapse List
Berenice Bortoni
Berenice Bortoni
Heineken USA
Director of Demand Planning
Tim Hotze
Tim Hotze
Target
SVP Global Network Planning and Global Intelligence
Tim Hotze is Senior Vice President, Network Planning and Global Intelligence for Target. He oversees Target’s future Supply Chain intelligence products as well as end-to-end operational functions for Network and Topology Planning, S&OP, and Guest Order and Availability Management. Before joining Target in November 2017, Tim held a number of leadership roles at Amazon covering Supply Chain Execution, Capacity Planning and Management, Inventory Placement and Labor Planning. He also spent more than a decade at Panalpina World Transport where he had responsibility for worldwide logistics and Supply Chain solutions as well as innovation management. He sat on the board of The Warehouse Education and Research Council and currently sits on the Advisory Board for the Institute of Business Forecasting and Planning (IBF). Tim holds a joint Master’s degree in Industrial Engineering, Logistics and Supply Chain from the University of Technology in Darmstadt (Germany).
B.C. Silver
B.C. Silver
Green Dot Corporation
VP, General Manager - National Brands
B.C. Silver currently serves as Vice President, General Manager - National Brands for Green Dot Corporation where he oversees all branded consumer products carried nationally in retail and online (over $1 billion in customer revenue). He also leads end-to-end operational S&OP planning, design and implementation. B.C. has 16 years of S&OP /IBP experience and has implemented S&OP processes in several unique product categories across 6 countries. His subject level expertise ranges from AI and advanced analytics to S&OP initiation. Prior to joining Green Dot, B.C. held a number of senior leadership roles in Marketing, Demand Planning and Sales Planning at Procter & Gamble, Clorox and Mars. He has championed large scale corporate S&OP integration and served as an S&OP consultant to a range of medium and large companies. He holds an MBA from the University of Tennessee.
Jeff Baker, CPF | Event Moderator
Jeff Baker, CPF | Event Moderator
Institute of Business Forecasting & Planning (IBF)
Education Advisor
Jeff Baker is a Supply Chain Thought Leader and serves IBF as a Senior Business Advisor and Training Facilitator, and is a frequent IBF conference presenter. He has extensive experience in Demand Management, Sales & Operations Planning, Advanced Planning & Scheduling, and Lean Six Sigma process improvement. After completing his MBA, Jeff spent 3 years with Coopers & Lybrand as a Senior Manager focusing on supply chain optimization, before going on to work for Fortune 500 companies in the consumer products, agricultural sciences, retail, and process industries. He holds a degree in Chemical Engineering from the University of Illinois, an MBA from the University of Michigan-Flint and a Master of Engineering in Supply Chain Management from MIT. He is an IBF Certified Professional Forecaster (CPF).
Larry Lapide | Event Moderator
Larry Lapide | Event Moderator
MIT Center for Transportation & Logistics
Research Affiliate
Dr. Larry Lapide is an MIT research affiliate and has over 30 years of experience in industry, consulting, research, and academia. He is a 2012 recipient of the IBF’s inaugural Lifetime Achievement in Business Forecasting & Planning Award. He recently worked in MIT’s Center for Transportation & Logistics where he managed the launch of its Supply Chain 2020 Project and oversaw its Demand Management research. He is also a part-time lecturer at the University of Massachusetts, and is a well-known frequent presenter at IBF and other supply chain events. His prior employment includes AMR Research/ Gartner, Accenture, and Data General. He has published in numerous publications, including his 14-year ongoing column in the IBF’s Journal of Business Forecasting (JBF) and his co-authorship of a book on the impact of e-business on supply chain. Dr. Lapide holds an SMEE from MIT and a Ph.D. in Operations Research from the Wharton School.
Carlos Londono
Carlos Londono
Chipotle Mexican Grill
Head of Supply Chain
Carlos currently leads supply chain on a global level based in Newport Beach, California USA. In the past, he was Director of Value Chain Planning for Starbucks. And prior to that he was Director of Integrated Supply Chain with HJ Heinz where he implemented the next generation of S&OP. Carlos is fluent in German, Spanish and Mandarin. He holds an MBA from the Babcock School of Business at Wake Forest University and an Industrial Engineering degree from EAFIT University in Colombia, South America.
Jennifer Wang
Jennifer Wang
Allergan
Vice President, Global Planning
Jen Wang is a senior supply chain executive with experience in biopharmaceutical, consumer product and medical device businesses. She has implemented S&OP processes for a variety of companies and built sustainable relationships with executive leadership teams, manufacturing sites, and other stakeholders throughout her career. Most recently, as Vice President, Global Planning at Allergan, Jen led a global team of 100 people located across five regional hubs. In this role, she created a supply chain transformation roadmap including the design and implementation of a global planning system and global planning process, reporting and analytics tools. Prior to this, she was Executive Director, Planning for Watson/Actavis Global Generics, and before this, Director, Supply Chain Planning for Johnson & Johnson’s $200M prescription dermatology business. Jen earned an MBA from Harvard Business School and a holds a BS in Civil Engineering and Operations Research from Princeton University.
Patrick Bower
Patrick Bower
Combe Inc.
Sr. Director, Global Supply Chain Planning & Customer Service
Patrick Bower has a wide area of expertise, including S&OP, Demand Planning, Inventory, Network Optimization, and Production Scheduling. A recognized expert on demand planning and S&OP, and a self-professed “S&OP geek” - Patrick was previously Practice Manager of Supply Chain Planning at the consulting firm, Plan4Demand where his client list included Diageo, Bayer, GlaxoSmithKline, Pfizer, Foster Farms, Cabot Industries and American Girl. Patrick’s experience encompasses tenures with Cadbury, Kraft Foods, Unisys, and Snapple. Patrick also worked for the supply chain software company - Numetrix, and was Vice President of R&D at Atrion International. He was also the recipient of IBF’s 2012 award for Excellence in Business Forecasting & Planning.
Dustin Deal
Dustin Deal
Lenovo
Director of Business Planning & Operations
Dustin is the Director of Business Planning & Operations at Lenovo. Over the past 20 years he has held various functions at Motorola including Global Inventory Planning, Global Demand Planning and North American Fulfillment Operations. Dustin earned a BBA in Operations Management from the University of Wisconsin Whitewater and his MBA from Texas Christian University.
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
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.
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).
Todd Gallant, ACPF
Todd Gallant, ACPF
Cole-Haan
Vice President, Planning & Allocation
Todd has extensive experience in coordinating demand planning processes and S&OP. He was involved in Finance, Customer Service, Supply Chain, and Sales Planning. He is a Certified Professional Forecaster (CPF) and holds a BS degree from Boston College and an MBA from University of New Hampshire with a focus in Supply Chain Management and Marketing. Todd is also a member of the Institute of Business Forecasting & Planning (IBF) Board of Advisors, and has served as a keynote speaker & panelist for IBF Executive Forums and conferences. Todd has also published in the IBF's Journal of Business Forecasting.
Alan Rozendaal
Alan Rozendaal
Nike
Director, Demand Planning, Emerging Markets
Joseph Eschenbrenner, ACPF
Joseph Eschenbrenner, ACPF
Puma
Director of Demand & Supply Planning
Joe Eschenbrenner serves as Director of Demand and Supply Planning for Puma North America. Joe’s current responsibilities are focused in multiple areas, driving “Speed to Market” and “Holistic Operational Efficiency”. He manages Demand and Supply Planning, Merchandising, Operations, and Marketing and Sales. Prior to joining Puma North America, Joe was the Global Manager of Demand Planning for the Timken Company which serves diverse industries including Automotive, Heavy Truck, Off Highway, Rail, Wind Energy, Heavy Industries, Power Transmission, Industrial Distribution and Automotive Aftermarket. Joe holds an MBA and Master’s Degree in Finance from Rensselaer Polytechnic Institute (RPI) as well as a B.A. in Mathematics and Statistics from the University of Connecticut. Joe is a past President of the Automotive Market Research Council and is ACPF certified through IBF.
 Jason Breault
Jason Breault
LifeWork Search
Managing Director
Mr. Breault is the Managing Director of LifeWork Search, a Management Recruiting firm. Jason has worked with leading soft goods, hard goods, and food and beverage companies—ranging in size from $50 million to $20 billion—to identify top talent in areas like demand planning, supply planning, operations planning, production planning, and S&OP. He is a board member of the New England chapter of IBF. He has also spoken at several APICS and IBF events and appeared in several SupplyChainBrain.com videos on the subject of Talent Management. Jason spent more than five years at AMR Research in Boston (now Gartner), a leading research and advisory organization focusing on the supply chain best practices and applications being leveraged to help cut costs and increase revenues.
  • tabs image tabs image cover

    Leadership Forum

Executive Level Forum

IBF's Leadership Forum is designed to provide high-level management and their associates with the latest successful practices in Business Planning, S&OP, and Forecasting used today.

The Forum will have 4 Executive Discussion Streams:

Executive Stream 1: Building A Data Driven Organization: Organizational Design For Demand Planning In The Big Data Age

Executive Stream 2: The Competitive Advantage OF The Future Is S&OP: Becoming The Powerful Minority Who Successfully Implement S&OP

Executive Stream 3: In The Age Of Big Data, People Are Still King: Talent Management To Build the Next Generation of Planning Professionals

Executive Stream 4: Raging Against The Machine? World-Leading Technology Practices for Integrated Planning

See What our Participants are Saying
Companies Presenting
Event Speakers
Show all Speakers
Berenice Bortoni
Heineken USA
Director of Demand Planning
Tim Hotze
Target
SVP Global Network Planning and Global Intelligence
B.C. Silver
Green Dot Corporation
VP, General Manager - National Brands
Conference Schedule
Download Full descriptions & Schedule (PDF, ~2mb)
  • Forum Schedule
    Oct 17, 2018
7:00 AM - 8:00 AM
Registration | Visit with Exhibitors
8:00 AM - 10:00 AM
Executive Stream 1: Building A Data Driven Organization: Organizational Design For Demand Planning In The Big Data Age

If you don’t transition your company to a data driven culture, you could be left behind. We now compete not so much on price or quality, but on our ability to interpret data. And given that predictive analytics and AI have reached a tipping point, we must look at organizational design for Demand Planning differently. We must get a strong handle on the fundamentals, so we can use statistical forecasting effectively and get the necessary inputs, but also lay the foundations for artificial intelligence and machine learning. In this one of a kind executive stream, you’ll learn how industry leaders develop powerful processes from the ground up to leverage multiple inputs such as market plans, sales plans, and industry information more effectively, and in the process give all areas of the business the benefit of analytics insight. Hear the brightest and best discuss why this structure is key to reducing bias across the organization, and what new functions are required to deliver value in this new analytics era.

What it comes down to is greater integration, and developing organizational design around the idea that sharing information across functions is key to gaining a competitive edge. This high-level forum will reveal how you yourself can be at the vanguard of this change in your organization, giving you the knowledge and skills to develop a data driven roadmap with Demand Planning, sell it to leadership and make your company fit for the Big Data age.

THE KNOWLEDGE YOU WILL GAIN INCLUDES:

  • How to determine the optimal Demand Planning structure for your organization based on size and business complexity
  • How to link improvements in Demand Planning to key value-drivers (e.g. Service, Cost, Inventory)
  • How to track the ROI of a Demand Planning program through FVA (Forecast Value Added)
  • How to build collaboration within and outside the organization with methods that work
  • How to lay the foundation for artificial intelligence and machine learning
  • How to provide analytics insight to all areas of the business

At this year’s IBF Leadership Forum, we will look at various aspects that contribute to a business’ success while utilizing limited resources effectively. Join us for an in-depth discussion on the importance of forecasting and right-sizing resources.

author
Jeff Marthins, CPF
Tasty Baking Company / Flower FoodsDirector of Supply Chain Operations
author
Dustin Deal
LenovoDirector of Business Planning & Operations
author
Carlos Londono
Chipotle Mexican GrillHead of Supply Chain
author
Joseph Eschenbrenner, ACPF
PumaDirector of Demand & Supply Planning
author
Alan Rozendaal
NikeDirector, Demand Planning, Emerging Markets
author
Larry Lapide | Moderator
MIT Center for Transportation & LogisticsResearch Affiliate
10:00 AM - 10:15 AM
Morning Break | Visit with Exhibitors
10:15 AM - 12:15 PM
Executive Stream 2: The Competitive Advantage OF The Future Is S&OP: Becoming The Powerful Minority Who Successfully Implement S&OP

Amidst all the fanfare of artificial intelligence and machine learning, there’s a very interesting statistic that reveals immense opportunity in mastering the basics – only 32% of companies are successfully balancing demand and supply. That is to say, that despite S&OP being around for 30 years, most companies are not doing it right. This makes successful implementation of S&OP a key competitive advantage. Not only that, it is key to having a supply chain that can keep up with the insights delivered by predictive analytics.

In this leadership stream is your opportunity to learn how the world’s best ensure all assumptions are met for better S&OP.And how they manage roles, responsibilities and processes to achieve true cross-functional participation, alignment and accountability across all departments. What’s more, you’ll hear how industry leaders are positioning S&OP to deliver results in the age of Big Data. Not only that, you’ll be able to overcome one of the greatest challenge companies face today – managing omnichannel demand. Together we will address the changing world, roles, and technology for S&OP and collaborative planning processes. This is your chance to do what most companies have failed to do – deliver a robust and value-adding S&OP process that works for today, and tomorrow.

THE KNOWLEDGE YOU WILL GAIN INCLUDES:

  • How to integrate global activities into the process and keep S&OP sustainable and fun as your company matures
  • How to incorporate scenario planning, risk management, and demand shaping into S&OP
  • Leveraging finance, new products, and other processes in the S&OP process
  • How to get a handle on planning in an omnichannel environment
  • How to achieve true cross-functional participation, alignment and accountability in S&OP across all departments
  • How S&OP can drive better end-to-end planning, including logistics & transportation
  • How to track and measure S&OP effectiveness

At this year’s IBF Leadership Forum, we will look at the power of S&OP as a tactical and strategic business planning tool.Join us for an in-depth discussion on the importance of S&OP in the 21st century

author
Todd Dunn, CPF
Catalent PharmaceuticalDirector of Supply Chain | IBF's 2018 Excellence Award Winner
author
Dustin Deal
LenovoDirector of Business Planning & Operations
author
Jeff Marthins, CPF
Tasty Baking Company / Flower FoodsDirector of Supply Chain
author
Alan Rozendaal
NikeDirector, Demand Planning, Emerging Markets
author
Berenice Bortoni
Heineken USA Director of Demand Planning
author
Eric Wilson | Moderator
Eric Wilson, CPFDirector of Planning
12:00 PM - 1:00 PM
Lunch | Visit with Exhibitors
1:05 PM - 3:00 PM
Executive Stream 3: In The Age Of Big Data, People Are Still King: Talent Management To Build the Next Generation of Planning Professionals

As a leader, it is up to you to hire the talent you need to perform a range of functions and deliver value to the planning and S&OP process. That’s hard enough at the best of times but is even more challenging as technology and organizational structures are evolving. But one thing remains constant: we need analytical skills, technological know-how, domain expertise and interpersonal skills. There’s something even bigger we must strive for, however, and that is reaching talent management maturity. Mature companies have a highly developed system for talent management that incorporates culture, training, career pathways, and performance-based management. This ensures that you attract the right people, make sure they add value, and have the right career opportunities so they become highly effective value drivers for the long-term.

In this executive stream, you’ll hear senior level panelists from a variety of companies and industries sharing strategies that have worked to best recruit, develop and retain talent in the field of demand management, predictive analytics, and S&OP. You’ll see what skills are required in this crucial transitionary period, how to find and develop them, and know how to define roles and responsibilities. This is a unique opportunity to see how senior panelists see the bigger picture, envision future requirements, and inspire and nurture the next generation of forecasters, analysts, planners and data scientists.

THE KNOWLEDGE YOU WILL GAIN INCLUDES:

  • How to inspire the next generation for forecasting and planning career opportunities
  • The right balance of specific skills needed to succeed
  • What types of training and coaching programs are needed for the changing planning landscape
  • What incentive plans are being used by best-in-class leaders to recruit and retain talent

At this year’s IBF Leadership Forum, we will look at how you can ensure that planning and forecasting has a leadership role in your company, with the right teams involved. Join us for an in-depth discussion on talent management and embracing change for your business’ future.

author
Patrick Bower
Combe Inc.Sr. Director, Global Supply Chain Planning & Customer Service
author
B.C. Silver
Green Dot CorporationVP, General Manager - National Brands
author
Todd Gallant, ACPF
Cole-HaanVice President, Planning & Allocation
author
Joseph Eschenbrenner, ACPF
PumaDirector of Demand & Supply Planning
author
Berenice Bortoni
Heineken USA Director of Demand Planning
author
Jason Breault | Moderator
LifeWork SearchManaging Director
3:00 PM - 3:15 PM
Afternoon Break | Visit with Exhibitors
3:15 PM - 5:00 PM
Executive Stream 4: Raging Against The Machine? World-Leading Technology Practices for Integrated Planning

How often have your colleagues expressed concern or frustration with their forecasting and planning systems? In today’s business environment, we require effective and flexible planning and forecasting software, as well as analytical and reporting tools that are adaptable to our changing needs. We continue to evolve in an environment that demands greater sophistication in terms of presentation, speed and accuracy. Big Data is exploding with a growing number of variables and complex relationships that can be analyzed and understood – and technology underpins every element of this evolution. When organizations fully utilize these new and expanding resources for planning, it can provide a real competitive advantage. But it is easier said than done; companies continue to roll-out systems without having well-structured demand planning and S&OP processes in place, and management of master data continues to be a never-ending work in progress. Not only that, companies often “go live” without their teams having essential training and coaching on process management, data management, analytics, and relevant metrics.

Join this unique session to get a handle on how leaders in the field approach technology and deploy it with maximum effect. We will be discussing whether functionality updates are growing faster than our maturity levels, whether we should invest in new and “advanced” technology and expect our teams to play catch-up, and whether we should blame poor results on systems or the lack of best practices and qualified talent. Join us in this session to learn how companies are leveraging technology for world class insight and reporting, and how you can be the vanguard of technological change in your own company.

THE KNOWLEDGE YOU WILL GAIN INCLUDES:

  • Which types of technology best suit your demand planning and forecasting process
  • How to start a technology search and avoid technology pitfalls, and tips and tricks for quick, easy access to data and decision making
  • What a “best practice process” looks like and determining the right balance with technology tools
  • How to use software applications to gather input and feedback, and leverage social media data, POS data and more

At this year’s IBF Leadership Forum, we will bring to light the innovative technology solutions companies are employing to make powerful planning decisions. Join us for an in-depth discussion with executives who have lessons learned to share from their experience automating processes.

author
Eric Wilson, CPF
Escalade SportsDirector of Planning
author
Carlos Londono
Chipotle Mexican GrillHead of Supply Chain
author
B.C. Silver
Green Dot CorporationVP, General Manager - National Brands
author
Todd Gallant, ACPF
Cole-HaanVice President, Planning & Allocation
author
Jeff Baker, CPF | Moderator
Institute of Business Forecasting & Planning (IBF)Education Advisor
6:00 PM - 8:00 PM
VIP Leadership Dinner and Reception
Pricing
Onsite Rate
(Expires in now)
Leadership Forum Participation
VIP Leadership Dinner & Reception
Breakfast and Lunch
Best Practices Conference Participation (October 18-19)
Cocktail Reception
(October 18)
1-Day Forecasting & Planning Tutorial (October 16)
Certification Book & CPF Exams
1-Year IBF Membership
Discount Price
Leadership Forum Only
SILVER
GOLD
PLATINUM
DIAMOND
4TH FREE - DIAMOND GROUP
(4 PERSONS FOR PRICE OF 3)
DIAMOND CERTIFY PACKAGE
$1,399
$1,699
$1,849
$2,299
$2,449
$7,347
$3,649
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
August 12 – 13, 2019
Boston, Massachusetts USA
Business Planning, Forecasting & S&OP...
June 19 – 21, 2019
Nashville, Tennessee USA
w/ 1-Day S&OP and Demand Management Workshop...
June 13 – 14, 2019
Chicago, Illinois USA
...
Event Location
Loews Sapphire Falls Resort @ Universal Studios Orlando
+1-833-243-4731
Adventure Way, 6601, Orlando, Florida, USA
The Loews Sapphire Falls Resort is currently sold out.
Attendees may call Loews Reservations at +1-833-243-4731 to check for additional availability at the other Loews properties at Universal.
Book My Accomodation