Event Speakers
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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.
John Gallucci
John Gallucci
Bayer Consumer Healthcare

Vice President, Demand Planning
John Gallucci has over 20 years of business planning leadership experience, and is currently the Vice President of Demand Planning for Bayer’s US Consumer Healthcare Division. He has authored innovative solutions in the areas of S&OP, inventory management, distribution, transportation, network optimization, and customer logistics. He has designed and implemented Executive S&OP and IBP processes in four companies, spanning the chemical, consumer goods, and food/beverage industries. John holds a B.S. with a dual major in Marketing and Business Management from Lehigh University, and has been CPIM certified since 2000. He has been a member of the IBF’s Board of Advisors since 2008, and has served as a speaker and panelist for IBF Executive Forums on the topics of S&OP Optimization, Lean Forecasting, Talent Management, Integrated Demand Signals, and New Product Forecasting. In 2014, the IBF presented John with the “Excellence in Business Forecasting & Planning” award. Recipients of this award are driven by peer-nominations, on the merits of industry thought-leadership, delivering sustainable business results, innovating within the field, and expanding the industry’s body of knowledge, while raising awareness for the field.
Steven Hainey, CPF, CPSM, CPIM, MCIPS, C.P.M.
Steven Hainey, CPF, CPSM, CPIM, MCIPS, C.P.M.
Newell Brands

Director of Supply Chain, Process Solutions
Steven has over 20 years’ experience in global multi-site supply chain planning for Fortune 100 & 500 manufacturing companies. Steven has built up a wealth of knowledge and expertise in retail consumable goods, chemical materials and medical device products. He has also led numerous S&OP implementation and enhancement projects throughout his career. As the Director of Supply Chain for Jarden Applied Materials, he currently oversees the S&OP, production planning, procurement, warehousing and logistics for servicing big box retailers. Clients include Walmart, Lowe’s, Home Depot and more. In a senior supply chain role at Honeywell Fluorine Products, he was accountable for all inventory planning elements, including the business’s S&OP processes for their chemical plants, blending facilities and distribution centers across 7 countries. He led Fluorine Products to be Honeywell PMT’s first BU to achieve a corporate audit of “Green” for S&OP tools and reporting.
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.
Jeff Marthins, CPF
Jeff Marthins, CPF

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 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. He was also the recipient of IBF’s 2016 award for Excellence in Business Forecasting & Planning.
Jody Rogers
Jody Rogers
Charles River Laboratories

Director-Integrated Business 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 of 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.
Larry Lapide
Larry Lapide
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.
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.
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.

Glenn Pascrell
Glenn Pascrell
Citizen Watch

Senior VP, Merchandise Planning & Market Analytics
Michael Mastroianni
Michael Mastroianni
Medtronic

Vice President, Global Supply Chain Planning
Lori Anter, MBA
Lori Anter, MBA
Cardinal Health

Director of Demand Planning

She joined Cardinal Health in 2017 and has 20 years’ experience in Demand Planning and S&OP. In her current role as Director of Demand Planning, she oversees the Americas Demand Planning Department and Global consolidation of forecasts, develops new processes and drives change. Lori created a team of Demand Planners, developed the Demand Planning process and templates, and led the implementation of IBP during and through the completion of a Transition Service Agreement. Her prior roles include Global SIOP Leader at Honeywell, Pricing and Logistics Analyst at CVS, and Demand Planning Manager at NDS. Lori Anter is an active member of the New England IBF Chapter and has a passion for mentoring and coaching Demand Planners. She holds an MBA, Logistics, Materials and Supply Chain, from Bryant University.

Tim Hotze
Tim Hotze
Target

Sr. Vice President, Global Supply Chain and Logistics – 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).
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    Leadership Forum

Reserve Your Space Without Obligation

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
Event Speakers
Show all Speakers
Todd Dunn, CPF
Catalent Pharmaceutical
Director of Supply Chain | IBF's 2018 Excellence Award Winner
Todd Gallant, ACPF
Cole-Haan
Vice President, Planning & Allocation
John Gallucci
Bayer Consumer Healthcare
Vice President, Demand Planning
Conference Schedule
Download Schedule (PDF, ~2mb)
  • Forum Schedule
    Oct 21, 2019
7:00 AM - 8:00 AM
Registration | Visit with Exhibitors
8:00 AM - 10:00 AM
A Data Driven Organization: Embracing Technology, Digital Transformation & Culture for the New Age Of Demand Planning

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. Big Data and predictive analytics are exploding with a growing number of variables and complex relationships that can be analyzed and understood – and technology underpins every element of this evolution. 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.

What it comes down to is greater integration and developing a culture 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:

  • The difference between digitization and digital transformation
  • 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 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
  • How to use software applications to gather input and feedback, and leverage social media data, POS data and more
10:00 AM - 10:15 AM
Morning Break | Visit with Exhibitors
10:15 AM - 12:15 PM
The Competitive Advantage of the Future: Becoming the Powerful Minority Who Successfully Implement Integrated Business Planning (IBP or 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.

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. 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 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 and transportation
  • How to track and measure S&OP effectiveness
12:00 PM - 1:00 PM
Lunch | Visit with Exhibitors
1:05 PM - 3:00 PM
Leveraging Predictive Analytics: 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 determine the optimal Demand Planning structure for your organization based on size and business complexity
  • How to inspire the next generation for forecasting and planning career opportunities
  • Women in planning and how to “challenge” your demand planning for more diversity
  • 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
  • How to manage more with limited or less people and resources
3:00 PM - 3:15 PM
Afternoon Break | Visit with Exhibitors
3:15 PM - 5:00 PM
The Amazon Effect: Planning And Forecasting For eCommerce/ Omnichannel & the New Consumer Market

The 'Amazon effect' has already changed the landscape of the retail marketplace but the disruption goes much deeper. As a result, demand planning and forecasting is very different to how it was just a few years ago. With eCommerce comes ePlanning and if you are not already forecasting and planning differently - you will be. Omnichannel is being adopted by retailers to enable a seamless shopping experience for their customers across all possible points of contact. This means forecasting for multiple sales channels and understanding the unique demand quirks, managing different data sets and figuring out how to allocate stock to different locations. With this comes new challenges, new types of data, new speed of planning, and new expectations.

In this brand-new executive stream, you will have the opportunity to learn insights from some of today’s best and most innovative companies in this field. In this session you will hear from high level leaders on the nuances of eCommerce and omnichannel planning, challenges, and successes. If you work in retail or eCommerce, omnichannel is now a fact of life, and understanding the demand drivers for each channel will be the key to your survival.

THE KNOWLEDGE YOU WILL GAIN INCLUDES:

  • eCommerce forecasting and new ways to look at predictive analytics over traditional forecasting methods
  • eCommerce planning vs. traditional planning
  • Using POS/consumption data for forecasting. Know how good your data is and build relationships with customers to access their data
  • How to identify key demand drivers and incorporate them into your forecasts
  • Some not-so-obvious Big Data sources to create demand signal insights
  • How demand sensing and machine learning are helping plan omnichannel better
6:00 PM - 8:00 PM
VIP Leadership Dinner and Reception
Pricing
Super Early Bird Rate
(Expires in 8 days, 20 hours)
Leadership Forum
VIP Leadership Dinner & Reception
Breakfast and Lunch
Best Practices Conference
October 22-23, 2019
Cocktail Reception
October 22, 2019
1-day Forecasting & Planning Tutorial
October 20, 2019 (Active IBF Members ONLY)
IBF Membership
(1 Year)
IBF CPF Certification Exams
Fundamentals Of Demand Planning & Forecasting Book
Discount Price
SILVER
GOLD
PLATINUM
PLATINUM GROUP PACKAGE
(2 PERSONS)
DIAMOND
DIAMOND PACKAGE GROUP
(2 PERSONS)
4TH FREE - DIAMOND GROUP
(4 PERSONS FOR PRICE OF 3)
Leadership Forum Only
Leadership Forum Only Group
(2 PERSONS)
DIAMOND CERTIFY PACKAGE
$1,699.00
$1,499
$1,849.00
$1,649
$2,299.00
$2,099
$4,498.00
$4,098
$2,449.00
$2,249
$4,798.00
$4,398
$7,347.00
$6,747
$1,399.00
$1,199
$2,698.00
$2,298
$3,649.00
$3,449
Sponsors
Exhibitors
  • OM Partners
  • KAPUA
  • 09 Solutions
  • SCM Connections
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...
November 20 – 22, 2019
Amsterdam, Netherlands
w/ 1-Day Planning & Forecasting Analytics Tutorial...
October 20 – 23, 2019
Orlando, Florida USA
w/ Leadership Forum & Demand Planning Tutorial...
Event Location
Loews Royal Pacific Resort at Universal Orlando
+1-833-243-4729 (mention IBF Group)
Hollywood Way, 6300, Orlando, Florida, USA
IBF Sleeping Room Special Rate: $224 (USD)/ night + tax when you reserve by September 26, 2019.
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