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Executive Level Forum

IBF's Leadership Forum is where executives and leaders in S&OP/ IBP, forecasting, demand planning, supply chain and analytics come together to discuss key developments, challenges and opportunities. It is designed to provide high-level management and their associates with the latest best practices.


You’ll be able to put your questions to our expert panelists featuring senior directors and VPs at Fortune 500 companies, many of whom have overcome the same challenges you are facing now.


The Forum will have 2 Executive Discussion Streams:


Executive Stream 1:Making S&OP/ IBP A Competitive Advantage During Good Times & Bad
Establishing S&OP/ IBP as Your Organization’s Compass


Executive Stream 2: Leveraging Artificial Intelligence In The New Age of Predictive Analytics, Demand Planning & Business Forecasting
Getting Ahead Of The Curve Across People, Process, Data & Technology


Get An S&OP Assessment & Review with an Expert


When you register for IBF’s leadership Forum, you get the option to carry out a self- assessment of your S&OP process using IBF’s proprietary maturity model, plus one-on-one time with an IBF expert who will review the findings. Your IBF expert will identify strengths and weaknesses, and where you have gaps in your process. During the review they will provide actionable recommendations to improve your S&OP process, or to set up a new process. You’ll receive valuable guidance and direction along with resources to help your journey to S&OP maturity. All IBF experts have extensive experience in leadership roles in multi billion dollar companies at senior director or VP level.


Get Cost of Forecast Error Template


Choose the GOLD PACKAGE to receive the Cost of Forecast Error Template to build a business case for investing in your company’s forecasting and planning function. This valuable resource will reveal how much your company will save by improving under- or over-forecasting.


Get Benchmarking Research


During the forum, IBF will share some of its global research that will help you know where you and your company stand with others. Those that register with the GOLD PACKAGE, get access to IBF’s research reports, which includes valuable research across forecast error in major industries, metrics used, data used, salaries, new product planning, S&OP cadence and other best practices.


Access Members Only Demand Planning & Forecasting Workshop


Choose the GOLD PACKAGE with IBF Membership and you’ll get access to the pre-forum, 1-Day Forecasting and Planning Tutorial. This high-level workshop offers the perfect grounding in forecasting and planning, serving as a fundamental course with the latest best practices. You’ll get other members only benefits, including the Journal of Business Forecasting delivered to your door quarterly, as well as discounted entry to IBF conferences and training.


Supplement the Leadership Forum with IBF’s Best Practices Conference


Taking place the following 2 days at the same location after the Leadership Forum is IBF’s Business Planning, Forecasting, and S&OP/ IBP Conference. These 2 days are geared for planning professional at all levels. They are divided into 2 tracks:

  • Track 1: Making S&P/IBP a Competitive Advantage
  • Track 2: Predictive Analytics, Demand Planning & Business Forecasting
Event Speakers
Carlos Londono
Carlos Londono
Chipotle Mexican Grill
VP - Head of Supply Chain

Prior Roles

  • Strbucks: Director of Value Chain Planning for Starbucks
  • HJ Heinz: Director of Integrated Supply Chain, implementing the next generation of S&OP

Education

  • MBA from the Babcock School of Business at Wake Forest University
  • Industrial Engineering degree from EAFIT University in Colombia, South America
Sara Park
Sara Park
The Coca-Cola Company
Vice President, E2E Integrated Planning

Sara has over 15 years’ experience in various planning roles at Heinz, Georgia-Pacific and now The Coca-Cola Company, where she has spent almost 6 years in Finance, Supply Chain, and Business Transformation. Her latest role is in North America Finance as leader for Volume and Revenue Forecasting. Before taking this position, Sara led teams in the Planning Center of Excellence for Supply Chain & Logistics, Integrated Business Planning, and Product Lifecycle Management, where Product Lifecycle Management processes were tightly integrated with S&OP and Shelf Planning. Having managed teams and developed professionals for over a decade, she is an advocate of mentoring, coaching, and sponsoring talent. Sara holds a degree in English from the University of California and an MBA from Case Western Reserve University.

Tim Hotze
Tim Hotze
Target
SVP Enterprise Capacity Planning

Prior Roles

  • Target: Oversaw Supply Chain intelligence products and applications and end-to-end strategic and operational functions for Network and Topology Planning
  • Amazon: Handled Supply Chain Execution, Capacity Planning and Management, Inventory Placement, and Labor Planning
  • Panalpina World Transport: Responsible for worldwide logistics and supply chain solutions

Education

  • Master’s degree in Electrical and Industrial Engineering
  • Degree in Logistics and Supply Chain from the University of Technology in Darmstadt, Germany

Industry Involvement

  • Advisory Board for the Institute of Business Forecasting and Planning (IBF)
  • Former Executive Director of The Warehouse Education and Research Council
Todd Dunn, CPF
Todd Dunn, CPF
Catalent Pharmaceutical
Director of Supply Chain

Prior Roles

  • Positions in supply chain and production with 28 years of manufacturing experience.
  • Project manager that successfully lead his organization to Class A MRPII certification.
  • Facilitated pre-S&OP and executive S&OP meetings for over 15 years

Education

  • BSc in Business Management
  • Michigan Certificate from the Ross School of Business at the University of Michigan

Industry Involvement

  • Speaker at several Supply Chain & Demand Planning events across North America
  • Certified Professional Forecaster (CPF)

Award

  • IBF Excellence in Business Forecasting & Planning" award winner
Eric Wilson, ACPF
Eric Wilson, ACPF
Institute of Business Forecasting & Planning
Director – Thought Leadership

Prior Roles

  • Escalade Sports: Director of Demand Planning
  • Berry Plastics: Director of Demand Planning
  • Tempura Sealy International: Director of Demand Planning & S&OP

Industry Involvement

  • Frequent speaker and panelist for many executive forums and professional conferences
  • Written numerous articles in publications including The Journal of Business Forecasting and APICS Magazine
  • Author of the books Cultural Cycles and Predictive Analytics for Business Forecasting & Planning

Award

  • IBF Excellence in Business Forecasting & Planning

Certification

  • IBF Advanced Certified Professional Forecaster (ACPF)
Patrick Bower
Patrick Bower
Actylis
Sr. Director of Supply Chain

Prior Roles

  • Plan for Demand: Practice Manager of Supply Chain Planning for clients including Diageo, Bayer, GlaxoSmithKline, Pfizer, Foster Farms, Cabot Industries and American Girl
  • Cadbury
  • Kraft Foods
  • Unisys
  • Snapple
  • Numetrix
  • Atrion International: Vice President of R&D

Award

  • IBF Award for Excellence in Business Forecasting & Planning
Steven Hainey, CPSM, CPIM, CPF, MCIPS, C.P.M.
Steven Hainey, CPSM, CPIM, CPF, MCIPS, C.P.M.
Beckway
Senior Operating Director - IBP/S&OP/SIOP, Supply Chain & Operations
Steve specializes in implementing new S&OP/IBP processes and advancing existing ones for a variety of Fortune 500 Companies, Private Equity (PE) held corporations, and multi-billion-dollar family-run organizations. Within his current role as Senior Operating Director at Beckway Group, Steve works with the Beckway’s Trailblazer Team to advance IBP/S&OP and Supply Chain & Operations processes. Over the last 2 decades, Steve has led senior leadership positions at Newell Brands, Honeywell, Ashley Furniture and more. Steve is an IBF Certified Professional Forecaster (CPF) since 2014.
Lori Anter, MBA, CPF
Lori Anter, MBA, CPF
MacDermid Alpha
Sr. Director of Sales Inventory, and Operations Planning

Prior Roles

  • 25 years’ experience in Global Planning and S&OP having served in multiple leadership roles at:
    • Element Solutions/MacDermid Alpha
    • Cardinal Health,
    • Honeywell
    • Hasbro
  • Lori’s background also includes several complex multi system conversions into a single forecasting software solution

Education

  • MBA with a focus on Logistics, Planning and Supply Chain Management from Bryant University

Industry Involvement

  • IBF Certified Professional
Meredith Cannon
Meredith Cannon
Bimbo Bakeries USA
Senior Director of Sales and Operations Planning

Prior Roles:

  • Campbell’s Snacks: Director Integrated Business Planning, Implementation Lead
  • Ball Corporation: Director of Demand Planning and Customer Fulfillment
  • WhiteWave Foods and L’Oreal: Led demand planning

Education

  • BA in Economics from Davidson College
Debbie Climer
Debbie Climer
Cummins Inc.
Director of Integrated Business Planning

Debbie has spent more than 20 years working in a variety of roles in manufacturing and quality across different business units at Cummins Inc. For the last 8 years, she has led Integrated Business Planning across the enterprise, responsible for deployment, assessment, education and improvements across all business segments. Debbie previously led the IBP process in the Engine business segment facilitating both the MBR and IR steps of the process. Prior to Cummins, she was an officer in the US Navy. Debbie holds a degree in Business Administration from Indiana University-Purdue University Indianapolis and an MBA from Ball State University.

Partha Ghosh
Partha Ghosh
DemandChain AI
Advisor
Partha has 20+ years of technical and corporate leadership experience across sales support, demand and supply planning, and corporate strategy development, having worked for multiple Fortune 500 companies including IBM, DuPont, Johnson & Johnson, Kellogg’s, and Campbell Soup. He also served five years at Automotive Resources International, the commercial fleet management division of Holman Enterprises. His successes are built on the ability to analyze and streamline processes, effectively interact with and manage business leaders, and engage with both IT and the business to implement planning systems. Partha holds a degree in Electrical Engineering from the University of Pittsburgh and an MBA from the Fuqua School of Business at Duke University.
Event Speakers
Carlos Londono
Carlos Londono
Chipotle Mexican Grill
VP - Head of Supply Chain
Sara Park
Sara Park
The Coca-Cola Company
Vice President, E2E Integrated Planning
Tim Hotze
Tim Hotze
Target
SVP Enterprise Capacity Planning
Conference Schedule
Download Schedule
(PDF, ~2mb)
  • Forum Schedule
    Oct 19, 2022
1:00 PM - 2:30 PM
Executive Stream 1: Making S&OP/ IBP A Competitive Advantage During Good Times & Bad. Establishing S&OP/ IBP as Your Organization’s Compass

Over the years, the IBF has identified the companies that lead the way in S&OP/ IBP and what it takes to become truly best-in-class. For many organizations, however, this transformation is a struggle, with many being unclear as to where they are currently and how to build the right road map to maturity. This makes successful implementation of S&OP/ IBP and sound forecasting principles a key competitive advantage - both during business as normal and when crises like Covid-19 hit. You’ll learn how, during difficult times, S&OP/ IBP ensures your supply chain remains intact and helps maintain sufficient inventory to meet demand while your competitors face existential threat. We'll also cover how supply chains were overly optimized for lean principles and had insufficient slack to withstand disruptions like COVID.

This leadership stream is your opportunity to learn how the world’s best ensure all assumptions are met for better business planning, and how they manage processes to achieve true cross-functional participation, alignment and accountability across all departments. What’s more, you’ll hear how industry leaders are using best practices and fundamentals of forecasting to deliver results in the age of Artificial Intelligence. Together we will address the changing world and how to mature your planning processes to meet your needs and build on future capabilities. This is your chance to do what most companies have failed to do – deliver a robust, value-adding process that works for today and tomorrow and can handle whatever lies around the corner.

THE KNOWLEDGE YOU WILL GAIN INCLUDES:

  • How to integrate internal and external variables into your planning and S&OP/ IBP processes
  • How to better assess risk during times of disruption like Covid-19 and use scenario planning and demand shaping to respond proactively to changing demand
  • How to achieve true cross-functional participation, alignment, and accountability across all departments, including Finance, Sales, Commercial, Supply Chain and more
  • How to track and measure S&OP/ IBP and demand planning effectiveness
  • Tools you can use to help evaluate where you are in your S&OP journey including IBF’s advanced maturity model
  • Key pitfalls to avoid when building your S&OP/ IBP roadmap
  • What benchmarks to use and which to avoid
  • How to measure if your S&OP/ IBP process is successful
  • How COVID revealed that supply chains were over-optimized and vulnerable to any demand/supply shocks
  • 2:30 PM - 2:45 PM
    Break
    2:45 PM - 4:15 PM
    Executive Stream 2: Leveraging Artificial Intelligence In The New Age of Predictive Analytics, Demand Planning & Business Forecasting

    Getting Ahead Of The Curve Across People, Process, Data & Technology

    As a leader, it is up to you to provide insights and build demand planning and business forecasting capabilities. That’s hard enough at the best of times but is even more challenging when a crisis hits and teams must think outside the box to predict and manage demand. We now compete not so much on price or quality, but on our ability to interpret data. And given that predictive analytics and business forecasting have reached a tipping point, we must look at organizational design for Demand Planning differently.

    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 required talent, develop sustainable processes, and select technology that enables them to succeed. You’ll see what companies are doing differently now to invest in the future of planning and managing big data and artificial intelligence capabilities. This is a unique opportunity to see how senior leaders see the bigger picture, envision future requirements, and be inspired to adapt your demand planning and business forecasting capabilities.

    THE KNOWLEDGE YOU WILL GAIN INCLUDES:

    • How to determine the optimal demand planning structure for your organization
    • The right balance of specific skills needed to succeed, including the skill sets required to handle disruptions and the “new normal”
    • How to manage more with limited or less people and resources
    • How to start a technology search and avoid technology pitfalls, and tips and tricks for quick, easy access to data and decision making
    • How to develop an analytics driven roadmap and sell it to leadership
    • How to use predictive analytics technology to predict and respond to massive demand disruptions like Covid-19
    • How to provide analytics insight to all areas of the business
    • How to identify key demand drivers and incorporate them into your forecasts
    4:15 PM - 4:30 PM
    Break
    4:30 PM - 5:30 PM
    Executive Roundtable Breakouts

    Increase your executive networking opportunities at the IBF Leadership Forum by joining other executives and subject matter experts at our popular 1-hour open forum that includes multiple round-table break-outs. This will give an opportunity to go deeper based on the discussions that have taken place earlier in the day and allow you to make further connections with your peers. Feel free to bring up the most challenging questions facing your team, share your own war stories from the field and get ready to hear more best practices that work in today’s post-pandemic environment. This session is also an ice-breaker that will allow you to continue important conversations with your new connections/ friends at IBF’s VIP Dinner that is exclusive to leadership forum attendees only.

    6:00 PM - 8:00 PM
    VIP Leadership Dinner
    Pricing
    SILVER PACKAGE
    $1,799

    Member’s discount: -$100

    GOLD PACKAGE
    $1,949
    PLATINUM PACKAGE
    $2,399

    Member’s discount: -$100

    DIAMOND PACKAGE
    $2,549
    4TH FREE - DIAMOND GROUP
    (4 PERSONS FOR PRICE OF 3)
    $7,647
    DIAMOND CERTIFY PACKAGE (CPF)
    $3,774
    DIAMOND PACKAGE GROUP
    (2 PERSONS)
    $4,998
    PLATINUM GROUP PACKAGE
    (2 PERSONS)
    $4,698
    Leadership Forum Only
    $1,499

    Member’s discount: -$100

    Leadership Forum Only Group
    (2 PERSONS)
    $2,948
    LEADERSHIP FORUM
    OCTOBER 20, 2022
    VIP LEADERSHIP DINNER & RECEPTION |OCTOBER 20, 2022
    BEST PRACTICES CONFERENCE
    OCTOBER 21-22, 2022
    BREAKFAST & LUNCH
    COCKTAIL RECEPTION
    OCTOBER 21, 2022
    1-DAY FORECASTING & PLANNING TUTORIAL
    ( OCTOBER 19, 2022 (ACTIVE IBF MEMBERS ONLY)
    IBF MEMBERSHIP
    (1 YEAR)
    CPF CERTIFICATION EXAMS
    3 EXAMS
    BOOK: FUNDAMENTALS OF DEMAND PLANNING & FORECASTING
    (FREE SHIPPING)
    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
    OCTOBER 22 - 25, 2024
    Orlando, Florida USA
    w/ Leadership Forum & Fundamentals of Forecasting and Planning Tutorial...
    October 23, 2024
    Orlando, Florida USA
    Business Planning, Forecasting & S&OP/ IBP...
    NOVEMBER 6–8, 2024
    Online
    w/ 1-Day Predictive Analytics Workshop & Use of Big Data Workshop...
    Event Location
    Wyndham Grand Orlando Resort Bonnet Creek
    +1.800.996.3426
    +1.800.996.3426
    Orlando, Florida
    32821 USA
    +1.800.996.3426
    +1.407.390.2300
    Hotel Rate: $226/ night + tax Group code: 10086795BF
    Book My Accomodation