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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 3 Executive Discussion Streams:


Executive Stream 1: Establishing S&OP/ IBP as Your Organization’s Compass

Executive Stream 2: Leveraging Demand Planning, Business Forecasting & AI: People, Process, and Technology in the New Age of Planning

Executive Stream 3: Optimizing Supply Chains to be More Efficient, Agile, and Sustainable: Key Pillars of a Resilient Supply Chain in the Face of Disruption


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

Discounts at Walt Disney World! For those attending the IBF conference in Orlando, enjoy discounted opportunities at the Disney parks only a few miles away. Use the following link to book:
https://www.mydisneygroup.com/ibpc2024/

Event Speakers
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.

Christopher Mael
Christopher Mael
Precor, Inc.
Director, Sales & Operations Planning

Prior Roles

  • Created and led new planning teams, including training, professional development, implementation of end-to-end planning tools and standard operating procedures as part of corporate turnarounds of brands or business units from losing money into best-in-class EBITDA with positive cash flows
  • Global responsibility for planning teams in Europe, North America, and Asia for more than 15 years, and works regularly with executive leaders to facilitate timely decisions for delivering customer success stories, while making business stakeholders happy
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
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
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
Brian Nagy
Brian Nagy
West Marine
Sr. Director, Planning and Replenishment
Brian Nagy is an innovative leader in Demand Planning and S&OP with a proven track record of driving operational excellence at organizations such as Starbucks, Hershey, and Chewy. As a Managing Partner at Glade Solutions Group, he specializes in delivering customized planning solutions that enhance forecasting accuracy, optimize inventory levels, and improve cross-functional collaboration. Brian’s expertise in data-driven decision-making and process improvement helps clients achieve greater profitability and predictability.
John Hellriegel, CPF
John Hellriegel, CPF
Rutgers Business School
Assistant Professor of Professional Practice

Additional Responsibilities

  • Rutgers University: Adjunct Professor at Rutgers University

Prior Roles

  • John has worked in demand planning, inventory optimization, capacity planning, deployment planning, and SIOP development at:
    • Estee Lauder
    • Honeywell
    • Diageo
    • Pepperidge Farm
    • Accenture
    • GE
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
Sergio Winter, CPF
Sergio Winter, CPF
Grifols
Associate Director, Demand Planning

Prior Roles

  • Global S&OP leader with more than 20 years of experience in different roles and organizations around the globe including Brazil, Denmark, Canada and the U.S.
  • Novozymes: Implemented S&OP processes and supported overall IBP maturity development throughout the organization

Education

  • Bachelor’s degree in Finance and a Master’s in Economics from FAE Business School, Brazil
Andre Teixeira
Andre Teixeira
Jamieson Wellness
Vice President of Global Supply Chain

Prior Roles

  • 20 years of experience in the consumer packaged goods (CPG) industry WITH a distinguished track record of leading supply chain transformations at renowned companies such as:
    • Natura & Co
    • Kraft Heinz
    • Johnson & Johnson

Education

  • MBA in Human Resources
Cynthia Trevino
Cynthia Trevino
Mexilink Inc.
CPF, CFO

With a Bachelor's degree in Accounting and over fifteen years of experience, Cynthia is a seasoned Certified Public Accountant with a diverse skill set. She is currently serving as the Chief Financial Officer at Mexilink, Inc., where she provides operational and programmatic leadership across various domains, including accounting, finance, tax, and risk management. Cynthia’s responsibilities include strategic planning, budgeting, margin analysis, ERP implementation, risk mitigation, asset management, and audit and tax management. Before joining Mexilink, she held positions as Finance Coordinator and Accounting Analyst at GE in Monterrey, Mexico, where she honed her expertise in financial management and analysis. Passionate about supply chain and demand planning, Cynthia is also an IBF Certified Professional Forecaster (CPF) and is currently leading an S&OP process.

Event Speakers
Sara Park
Sara Park
The Coca-Cola Company
Vice President, E2E Integrated Planning
Christopher Mael
Christopher Mael
Precor, Inc.
Director, Sales & Operations Planning
Sergio Winter, CPF
Sergio Winter, CPF
Grifols
Associate Director, Demand Planning
Conference Schedule
Download Schedule
(PDF, ~2mb)
  • Forum Schedule
    Oct 23, 2024
1:00 PM - 2:30 PM
Executive Stream 1: Establishing S&OP/ IBP as Your Organization’s Compass

Over the years, the IBF has identified many companies that lead the way in S&OP/IBP and what it takes to become best-in-class. Successful implementation of S&OP/IBP and sound forecasting principles provides a key competitive advantage—both during normal operations and in crises like Covid-19. For many organizations, this transformation is a struggle, with many unclear about their current state and how to build the right roadmap to planning maturity. This includes maintaining sufficient inventory to increase customer fill rates while improving cash flow.

This leadership stream offers the opportunity to learn how top companies achieve true cross-functional participation, alignment, and accountability. You’ll hear how industry leaders use best practices and forecasting fundamentals to deliver results in the age of artificial intelligence (AI). Together, we will address the changing world and how to mature your planning processes and build future capabilities. Learn what most companies have failed to do—deliver a robust, value-adding process that everyone buys into.

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 your S&OP/IBP performance
Speaker photo
Todd Dunn, CPF
Catalent PharmaceuticalDirector of Supply Chain
Speaker photo
Patrick Bower
ActylisSr. Director of Supply Chain
Speaker photo
Sara Park
The Coca-Cola CompanyVice President, E2E Integrated Planning
Speaker photo
Meredith Cannon
Bimbo Bakeries USASenior Director of Sales and Operations Planning
Speaker photo
Andre Teixeira
Jamieson WellnessVice President of Global Supply Chain
2:30 PM - 2:45 PM
Break
2:45 PM - 4:15 PM
Executive Stream 2: Leveraging Demand Planning, Business Forecasting & AI: People, Process, and Technology in the New Age of Planning

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. 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 fewer people and resources
  • How to start a technology search and avoid technology pitfalls, along with 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
Speaker photo
Tim Hotze
TargetSVP Enterprise Capacity Planning
Speaker photo
Brian Nagy
West MarineSr. Director, Planning and Replenishment
Speaker photo
John Hellriegel, CPF
Rutgers Business SchoolAssistant Professor of Professional Practice
Speaker photo
Meredith Cannon
Bimbo Bakeries USASenior Director of Sales and Operations Planning
Speaker photo
Cynthia Trevino
Mexilink Inc.CPF, CFO
4:15 PM - 4:30 PM
Break
4:30 PM - 5:30 PM
Executive Stream 3: Optimizing Supply Chains to be More Efficient, Agile, and Sustainable: Key Pillars of a Resilient Supply Chain in the Face of Disruption

The supply chain is continually relied upon to deliver value and service, despite the challenges posed by ongoing volatility, disruption, and gridlock. How supply chain leaders are prepared to reduce risk and navigate uncertainty in this increasingly dynamic and difficult environment is crucial, especially as the effects of the recent pandemic, global conflicts, climate change, and other factors persist.

This executive stream will focus on the ability to respond to and adapt to changing economic and environmental circumstances, while achieving customer and business objectives. This informative leadership panel will examine how planners have led during times of disruption and how they are currently developing strategies for regeneration and expansion. Learn how to manage risks and navigate uncertainties in today’s complex environment. Discover how planners are guiding through change and preparing for regeneration and growth by looking at real-world examples. Learn how to establish flexible and robust supply chain skills to position your company for the future.

The knowledge you will gain includes:

  • How to optimize supply chain operations for efficiency and sustainability
  • Strategies to mitigate risks and navigate uncertainties in a dynamic environment
  • Real-world examples of how supply chain leaders are planning for renewal and growth
  • The key pillars of a resilient supply chain: efficiency, agility, and sustainability
  • How to lead through disruption and plan for supply chain renewal and growth
  • How to address challenges and uncertainties impacting supply chains globally
  • Strategies to enhance efficiency, agility, and sustainability in your supply chain
  • Business models to build resilience and set your organization up for future success
Speaker photo
Carlos Londono
Chipotle Mexican GrillVP - Head of Supply Chain
Speaker photo
Sara Park
The Coca-Cola CompanyVice President, E2E Integrated Planning
Speaker photo
Tim Hotze
TargetSVP Enterprise Capacity Planning
Speaker photo
Sergio Winter, CPF
GrifolsAssociate Director, Demand Planning
Speaker photo
Christopher Mael
Precor, Inc.Director, Sales & Operations Planning
6:00 PM - 8:00 PM
VIP Leadership Dinner
Pricing
Leadership Forum Only
$1,799

Member’s discount: -$100

Leadership Forum Only Group
(2 PERSONS)
$3,548
SILVER PACKAGE
$2,099

Member’s discount: -$100

GOLD PACKAGE
$2,349
PLATINUM PACKAGE
$2,799

Member’s discount: -$100

DIAMOND PACKAGE
$3,049
4TH FREE - DIAMOND GROUP
(4 PERSONS FOR PRICE OF 3)
$9,147
DIAMOND CERTIFY PACKAGE (CPF)
$4,299
DIAMOND PACKAGE GROUP
(2 PERSONS)
$5,998
PLATINUM GROUP PACKAGE
(2 PERSONS)
$5,498
ADD-ON: Certificate in S&OP/ IBP
$899
ADD-ON: CERTIFICATE IN SUPPLY CHAIN PLANNING
$899
LEADERSHIP FORUM
OCTOBER 23, 2024
VIP LEADERSHIP DINNER & RECEPTION
OCTOBER 23, 2024
BEST PRACTICES CONFERENCE
OCTOBER 24-25, 2024
BREAKFAST & LUNCH
COCKTAIL RECEPTION
OCTOBER 24, 2024
FUNDAMENTALS OF S&OP, DEMAND PLANNING & FORECASTING TUTORIAL
OCTOBER 22, 2024 (ACTIVE IBF MEMBERS ONLY)
IBF MEMBERSHIP
(1 YEAR)
CPF CERTIFICATION EXAMS
3 EXAMS
BOOK: FUNDAMENTALS OF DEMAND PLANNING & FORECASTING
(FREE SHIPPING)
CERTIFICATE: S&OP/ IBP - INCLUDES EXAM FOR KNOWLEDGE-CHECK
CERTIFICATE: SUPPLY CHAIN PLANNING - INCLUDES EXAM FOR KNOWLEDGE-CHECK

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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
February 3 – 5, 2025
Miami
w/ 1-Day Supply Chain Planning Workshop...
Event Location
Wyndham Grand Orlando Resort Bonnet Creek
+1.407.390.2300
14651 Chelonia Pkwy
Orlando, Florida
32821 USA
$245/ night + tax
For call-in reservations, please mention IBF
To maximize your experience, we encourage you to book your stay at our host hotel. Being just steps away from sessions and all scheduled and impromptu networking opportunities will save you time and enhance your connections with fellow participants.

If additional rooms or room nights are required outside the meeting dates, please contact info@ibf.org for assistance.
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