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LEADERSHIP FORUM: BUSINESS PLANNING, FORECASTING & S&OP/ IBP
Business Planning, Forecasting & S&OP/ IBP
Orlando, Florida, USA
October 21, 2026
Why Attend?
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    Why Attend

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    About Us

Executive Level Forum

Senior planning leaders are under pressure to deliver more than forecasts, reports, and monthly planning meetings. They are expected to help the business make better decisions, improve financial performance, manage volatility, develop future-ready teams, and determine how AI can create real value.

This executive-level forum brings together senior leaders in business planning, forecasting, demand planning, supply chain, finance, S&OP/IBP, analytics, and transformation to discuss the issues shaping the future of planning leadership. The program will focus on three areas that matter most to today’s planning organizations: how to elevate planning processes, how to build and develop the right talent, and how to prepare for AI-enabled planning.

Attendees will leave with practical ideas, peer insights, and leadership-level takeaways they can use to strengthen their planning organizations, improve cross-functional alignment, and better position planning as a driver of business performance.


The Forum will have 3 Executive Discussion Streams:


Executive Discussion 1: Elevating Planning Processes to Drive Enterprise Decisions

Executive Discussion 2: Planning Talent, Roles & Capabilities for the Future

Executive Stream 3: AI and the Future of Planning Leadership


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.

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/ibpc2026/

Past IBF Speakers
Imane Sabeh, CPF
Imane Sabeh, CPF
KBI Biopharma
Vice President of Global Supply Chain

Imane “Amy” Sabeh is Vice President of Global S&OP at KBI Biopharma (a JSR company), where she leads global integrated planning and S&OP strategy. She previously held senior planning leadership roles at PODS, Clorox, Sunbrella, and Teleflex across moving and storage, CPG, and biotech industries. Imane specializes in designing and implementing end-to-end S&OP/IBP processes and strategic planning transformations. She is host of The Strategic Planning Room podcast, a published author in the Journal of Business Forecasting, and co-author of Practical Guide to Sales & Operations Planning (S&OP/IBP) published by the Institute of Business Forecasting & Planning. She holds an MBA from the University of South Florida, is a Certified Professional Forecaster (CPF), and was recognized as a Rising Star by the Healthcare Businesswomen’s Association.

Jonathan Schwartz, CPF
Jonathan Schwartz, CPF
Bumble Bee Foods
Head of Global Planning

Jonathan Schwartz is Head of Global Planning at Bumble Bee Foods, where he leads demand and supply management, master data, and analytics to align operational plans with corporate objectives. His work focuses on optimizing inventory strategies, improving cash flow, and ensuring financial alignment in partnership with corporate finance. With deep expertise in S&OP, demand and supply planning, annual financial planning, and inventory management, Jonathan has extensive experience in the CPG sector, including seafood, pet food, and specialty lubricants. He holds a degree in Business Administration from San Diego State University and National University, is a Certified Professional Forecaster (CPF), and serves on advisory boards for the University of San Diego’s Supply Chain Management Institute and Curebound.

Todd Dunn, CPF
Todd Dunn, CPF
Catalent
General Manager, Consumer Health

Todd Dunn is General Manager of Consumer Health at Catalent, where he leads business operations and strategic initiatives within the pharmaceutical industry. With more than 28 years of manufacturing and supply chain experience, he has held leadership roles across supply chain, production, demand management, and S&OP/IBP. Todd specializes in demand planning, integrated business planning, and supply chain transformation, with extensive experience leading executive S&OP processes. He is a Certified Professional Forecaster (CPF), recipient of IBF’s 2018 Excellence in Business Forecasting & Planning Award, and holds a BSc degree in Business Management and a Michigan Certificate from the Ross School of Business at the University of Michigan.

Eric Wilson, ACPF
Eric Wilson, ACPF
Institute of Business Forecasting & Planning
Director of Thought Leadership

Eric Wilson is Director of Thought Leadership at the Institute of Business Forecasting & Planning, bringing over 20 years of experience in demand planning and predictive analytics. He previously led forecasting at Escalade Sports, Berry Plastics, and Tempur Sealy. Eric is an IBF Advanced Certified Professional Forecaster (ACPF) and recipient of IBF’s Excellence in Business Forecasting & Planning Award. He is a frequent speaker, published author, and contributor to The Journal of Business Forecasting.

Patrick Bower
Patrick Bower
Actylis
Former Sr. Director of Supply Chain
Pat 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” - he 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. Pat’s experience encompasses tenures with Cadbury, Kraft Foods, Unisys, and Snapple. He also worked for the supply chain software company - Numetrix and was Vice President of R&D at Atrion International. Pat was the recipient of IBF’s 2012 award for Excellence in Business Forecasting & Planning.
Grant Hoffman, CPF
Grant Hoffman, CPF
Ciena
Supply Chain Officer

Grant Hoffman is Chief Supply Chain Officer at Ciena. He is a seasoned supply chain executive with more than 24 years of leadership experience across the technology, consumer electronics, automotive, and consumer packaged goods industries. Prior to joining Ciena, Grant served as Executive Vice President and Chief Supply Chain Officer at Poly and previously held senior supply chain leadership roles with Lenovo, Motorola, Google, Continental Automotive Group, and Del Monte Foods. Grant serves on the Board of Advisors for the Institute of Business Forecasting (IBF) and advises both the University of Wisconsin Erdman Center for Operations Management and Northern Illinois University's Operations Management department. He holds a bachelor's degree in business, an MBA from Northern Illinois University, and is an IBF Certified Professional Forecaster (CPF).

Andrew D. Schneider, ACPF
Andrew D. Schneider, ACPF
Precor
Vice President, Global Supply Chain & Integrated Business Planning

Andrew D. Schneider, ACPF, is Vice President of Global Supply Chain and Integrated Business Planning for Peloton's Commercial Business Unit, where he leads global supply chain strategy, planning, procurement, and operating model transformation. Previously, he held supply chain leadership roles with Medtronic, Ball Corporation, Crocs, and other global organizations. Andrew specializes in integrated business planning, forecasting, AI-enabled planning, and decision science, helping organizations improve service, profitability, and executive decision-making. He is an ASCM Distinguished Fellow, recipient of the ASCM Award of Excellence, and a longtime member of the IBF Advisory Board.

Tim Hotze
Tim Hotze
Trane Technologies
Corporate Vice President Supply Chain - Planning -Digitization & AI

Tim Hotze is Corporate Vice President, Supply Chain – Planning, Digitization & AI at Trane Technologies. A recognized supply chain leader, he has held executive planning, network strategy, and operations roles across global organizations, including Target, Amazon, and Panalpina. His expertise spans S&OP, Integrated Business Planning (IBP), network optimization, capacity planning, and supply chain digitization. Tim serves on the IBF Advisory Board and holds a joint Master’s degree in Engineering and Supply Chain Management from TU Darmstadt.

Misty Eldridge
Misty Eldridge
GE Appliances
Director DT, Planning and Fulfillment Systems

Misty is the Director of DT, Planning and Fulfillment Systems for GE Appliances. She leads the digital team supporting planning and fulfillment systems across the organization. Prior to joining GE Appliances in 2022, Misty held several leadership roles in multiple industries ranging from food and packaging to CPG companies. She has a wide area of expertise including S&OP, Demand Planning, Inventory, and Supply Planning. She has been a driver of process improvements and leading digital transformations. Misty holds a degree from the University of Illinois. In 2022, she received the Excellence in Business Forecasting & Planning award from 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.

Jim Barnes
Jim Barnes
Veolia Water Technologies
Vice President, Global Sales & Operations Planning

Jim Barnes is a supply chain planning and transformation executive, currently leading the implementation of Global Planning at Veolia Water Technologies & Solutions, an organization dedicated to water conservation and re-use, world-wide. Prior to Veolia, Jim held executive positions at Johnson Controls, the Institute for Supply Management, and KPMG. His supply chain experience spans 3 decades across a wide variety of industries, including Pharmaceuticals, Manufacturing and Energy.

Yoshika Hirata
Yoshika Hirata
Xponential Fitness
Senior Director, Integrated Business Planning

Yoshika Hirata is the Senior Director of Integrated Business Planning for Xponential Fitness. She has spent her career in planning and operations, most recently at the premium sock brand Stance, Inc., as the VP of Operations. Previously she worked in various retail, e-commerce, and demand planning roles at PacSun and O’Neill Surf. She has a passion for building foundations, uplifting those around her, and setting an atmosphere for creative thinking.

Justin Lanyon
Justin Lanyon
Arkema Inc.
Global Supply Chain Director

Justin began his career with DuPont in 2002, holding roles in engineering, manufacturing, and supply chain across the U.S., India, and China. He later joined Valspar/Sherwin-Williams as a plant manager before becoming Global Director of Manufacturing for Arkema’s Sartomer unit. In 2021, he took on dual leadership roles in Sartomer's Global Photoinitiator and Marketing divisions. Currently, Justin serves as Global Supply Chain Director for Arkema’s Coating Solutions segment, overseeing end-to-end operations across 31 plants and €3B in turnover. He holds a BS in Chemical Engineering, an MBA, and is pursuing executive education at Wharton and INSEAD.

Adam Rozsa
Adam Rozsa
Veolia Water Technologies
Senior Director – Sales & Operations Planning

Adam Rozsa is Senior Director of Sales & Operations Planning at Veolia Water Technologies, a global leader in environmental transformation and water treatment solutions. He leads planning initiatives that align demand, supply, and business objectives across the organization. Prior to his current role, Adam held multiple planning, project leadership, and engineering positions, developing extensive expertise in S&OP, operational excellence, and business transformation.

Past IBF Speakers
Imane Sabeh, CPF
Imane Sabeh, CPF
KBI Biopharma
Vice President of Global Supply Chain
Jonathan Schwartz, CPF
Jonathan Schwartz, CPF
Bumble Bee Foods
Head of Global Planning
Todd Dunn, CPF
Todd Dunn, CPF
Catalent
General Manager, Consumer Health
Conference Schedule
  • Forum Schedule
    Oct 21, 2026
1:00 PM - 2:30 PM
Executive Discussion 1: Elevating Planning Processes to Drive Enterprise Decisions

Explore how leading organizations are moving beyond traditional forecasting and routines to create planning and S&OP/IBP processes that improve decisions, alignment, accountability, and business results.

Attendees will take away:

  • How to make planning more relevant to executive decision-making
  • Ways to connect demand, supply, finance, commercial, and strategy discussions
  • How to improve alignment around revenue, service, inventory, cost, cash, and profitability
  • What separates mature planning organizations from those still running process-driven meetings
  • Where AI, analytics, and scenario planning can strengthen planning without replacing leadership judgment
2:30 PM - 2:45 PM
Break
2:45 PM - 4:15 PM
Executive Discussion 2: Planning Talent, Roles & Capabilities for the Future

Discuss how planning roles are evolving and what leaders must do to build teams that can influence the business, interpret data, communicate risk, and support better decisions.

Attendees will take away:

  • What planning roles should look like in today’s business environment
  • The skills planners need beyond technical forecasting and reporting
  • How to develop stronger business partners, influencers, and future planning leaders
  • Ways to structure planning teams for greater credibility and impact
  • How AI and automation may change the work planners do and the capabilities they need
4:15 PM - 4:30 PM
Break
4:30 PM - 5:30 PM
Executive Discussion 3: AI and the Future of Planning Leadership

Separate AI hype from practical opportunity and examine how senior leaders should prepare their people, processes, data, and decision-making capabilities for AI-enabled planning.

Attendees will take away:

  • Where AI can create real value in forecasting, demand planning, S&OP/IBP, and business planning
  • How to evaluate AI opportunities without chasing technology for its own sake
  • What data, governance, process, and talent foundations are needed for AI to succeed
  • How to balance AI, automation, analytics, and human judgment
  • What planning leaders should do now to prepare their organizations for the future
6:00 PM - 8:00 PM
VIP Leadership Dinner
Pricing
Leadership Forum Only
$1,799
$1,699

Member’s discount: -$100

Leadership Forum Only Group
$3,548
$3,348
(2 PERSONS)
SILVER PACKAGE
$2,099
$1,999

Member’s discount: -$100

GOLD PACKAGE
$2,349
$2,249
PLATINUM PACKAGE
$2,799
$2,699

Member’s discount: -$100

DIAMOND PACKAGE
$3,049
$2,949
4TH FREE - DIAMOND GROUP
$9,147
$8,847
(4 PERSONS FOR PRICE OF 3)
DIAMOND CERTIFY PACKAGE (CPF)
$4,299
$4,199
DIAMOND PACKAGE GROUP
$5,998
$5,798
(2 PERSONS)
PLATINUM GROUP PACKAGE
$5,498
$5,298
(2 PERSONS)
ADD-ON: Certificate in S&OP/ IBP
$899
$899
ADD-ON: Certificate In Supply Chain Planning
$899
$899
LEADERSHIP FORUM
OCTOBER 21, 2026
VIP LEADERSHIP DINNER & RECEPTION
OCTOBER 21, 2026
BEST PRACTICES CONFERENCE
OCTOBER 20-23, 2026
BREAKFAST & LUNCH
COCKTAIL RECEPTION
OCTOBER 23, 2026
FUNDAMENTALS OF S&OP, DEMAND PLANNING & FORECASTING TUTORIAL
OCTOBER 20, 2026 (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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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 20–23, 2026
Orlando
w/ Fundamentals of S&OP, Demand Planning & Forecasting Tutorial...
September 3, 11, 16, 24, 28, 30, October 7, 2026
Online
Preserve cash, achieve new product forecasting success, optimize Inventory & supply chain efficiency and more....
Event Location
Wyndham Grand Orlando Resort Bonnet Creek
$229/ night + tax
For call-in reservations, please mention IBF
14651 Chelonia Pkwy
Orlando, Florida
32821 USA
reservations@wyndhamgrandorlando.com
+1.407.390.2300
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.
Book My Accomodation