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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

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/

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.

Christopher Mael
Christopher Mael
Agility Robotics
Director of Planning & Logistics

Christopher currently works as the Director of Planning & Logistics at Agility Robotics. Prior to this, he was the Director of Sales & Operations Planning at Precor Inc., where he held the global responsibility for Master Production Scheduling, Supply Planning, Supplier Scheduling & Purchasing, and Master Data. Throughout his career, he has created and led new planning teams, including training, professional development, implementation of end-to-end planning tools and standard operating procedures. Christopher has had 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
Director of Supply Chain

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).

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
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.
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.

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.
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.

Justin Lanyon
Justin Lanyon
Arkema
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.

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
Christopher Mael
Christopher Mael
Agility Robotics
Director of Planning & Logistics
Conference Schedule
  • Forum Schedule
    Oct 21, 2026
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
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
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
6:00 PM - 8:00 PM
VIP Leadership Dinner
Pricing
Leadership Forum Only
$1,799

Member’s discount: -$100

Leadership Forum Only Group
$3,548
(2 PERSONS)
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
$9,147
(4 PERSONS FOR PRICE OF 3)
DIAMOND CERTIFY PACKAGE (CPF)
$4,299
DIAMOND PACKAGE GROUP
$5,998
(2 PERSONS)
PLATINUM GROUP PACKAGE
$5,498
(2 PERSONS)
ADD-ON: Certificate in S&OP/ IBP
$899
ADD-ON: Certificate In Supply Chain Planning
$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