S&OP & IBP Immersive Training
Miami Beach, Florida, USA
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February 2–3, 2027
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Super Early Bird Rate - Expires in 70 days 5 hours (on December 15, 2026)
AN INTERACTIVE IMMERSIVE EXPERIENCE YOU CAN’T AFFORD TO MISS

Who the event is right for

The IBF Immersive Training has been developed for professionals dealing with the same S&OP, demand planning, forecasting, and predictive analytics challenges you are.

It’s for forward thinking professionals that recognize we don’t have all the answers.


Why you must attend

  • Roll up your sleeves and learn from IBF thought leaders
  • Find out how to successfully implement S&OP and go beyond with Integrated Business Planning (IBP)
  • See how to improve your forecasting and demand planning process
  • Learn through real-world case studies from leading companies
  • Maximize the value you get from your planning
  • Achieve S&OP and IBP excellence.

Earn an S&OP/IBP Certificate

When you complete IBF’s training, you have the option of earning IBF’s S&OP/ IBP Certificate, which validates your knowledge gained through the program. This digital certificate demonstrates an understanding of the fundamentals of Sales & Operations Planning (S&OP) and Integrated Business Planning (IBP), and reveals to employers that you have a working knowledge of the associated processes and best practices.

To gain the Certificate you will have 1-hour to take a knowledge check which validates your understanding of the course content. This knowledge check covers the end-to-end planning process and best practices. The S&OP Boot Camp contains all the knowledge required to pass.

Upon successful completion of the knowledge check, you will be awarded with IBF’s internationally recognized S&OP/ IBP Certificate.

This digital certificate is shareable on platforms such as LinkedIn. To get your S&OP/ IBP Certificate, click "REGISTER" to "ADD-ON: CERTIFICATE IN S&OP/ IBP" with your Immersive Training registration.

BENEFITS:

  • Get recognized in S&OP/IBP by the leading organization in the field
  • Demonstrate to employers that you have a working knowledge of S&OP/ IBP best practices
  • Stand out to employers and secure the best remunerated planning roles
  • Use the skills gained to improve KPIs including customer service, inventory turns, forecast accuracy, cash flow, revenue, and EBITDA
  • Add to your credentials and share your certificate on LinkedIn

NEW PRODUCT FORECASTING & PLANNING WORKSHOP (OPTIONAL ADD-ON)

Planning new products is high-stakes and harder to forecast than managing the existing portfolio. Limited data, shifting assumptions, and cross-functional dependencies make planning especially complex. This hands-on workshop provides practical tools to build stronger, more reliable new product forecasts.

Using real-world examples, you’ll learn how to bring structure to uncertainty, align functions, and drive better launch decisions.

You’ll learn how to:
  • Connect innovation and growth to your S&OP/IBP process
  • Build a scalable new product forecasting approach across categories
  • Apply the right mix of judgmental, analog, diffusion, market research, and data-driven models
  • Strengthen collaboration across marketing, R&D, finance, and operations
  • Use early signals and post-launch data to refine forecasts in real time
  • Transform how your organization plans, launches, and grows new products.
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Event registration

Includes:

  • Full admission to the S&OP & IBP Immersive Training Workshop (February 2–3)
  • New Product Forecasting Workshop available for an additional cost
  • Continental breakfast and lunch each day
$1,799
$1,999

You can add an IBF Membership when you register. IBF Members receive $100 off registration, not to be combined with other discounts.

Past IBF Speakers
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.

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.

Immersive Training Leaders
Eric Wilson, ACPF
Eric Wilson, ACPF
Institute of Business Forecasting & Planning
Director of Thought Leadership
Todd Dunn, CPF
Todd Dunn, CPF
Catalent
General Manager, Consumer Health
Immersive Training Schedule
  • Training Day 1
    Feb 2, 2027
  • Training Day 2
    Feb 3, 2027
7:45 AM - 8:30 AM
Morning Refreshments & Registration
8:30 AM - 11:55 AM
Morning Session

S&OP & IBP OVERVIEW (WHAT, WHY)

An introduction to Integrated Business Planning (IBP) & S&OP and why its important

  • IBP/S&OP Process Overview
  • Maturity model & barriers to advancement
  • Cross-functional involvement
  • External collaborative processes

DATA GATHERING

How to select, clean, and manage data for greater IBP & S&OP performance

  • The nature and characteristics of data
  • Selecting data hierarchies that facilitate collaboration
  • How to account for structural changes in your data
  • How to handle outliers and adjust for missing data

PRODUCT PORTFOLIO & LIFE-CYCLE MANAGEMENT AND REVIEW

Fundamentals of Product Portfolio Management, New Product & End of Life Planning in the S&OP & IBP process

  • Role of Product in S&OP / IBP
  • Reducing complexity through portfolio management
  • New product introduction forecasting
  • End of Life management
12:00 PM - 1:00 PM
Lunch
1:00 PM - 4:30 PM
Afternoon Session

PRODUCT PORTFOLIO & LIFE-CYCLE MANAGEMENT AND REVIEW

Fundamentals of Product Portfolio Management, New Product & End of Life Planning in the S&OP & IBP process

  • Role of Product in S&OP / IBP
  • Reducing complexity through portfolio management
  • New product introduction forecasting
  • End of Life management

DEMAND MANAGEMENT AND REVIEW

Fundamentals of Demand Planning in the IBP & S&OP process

  • Role of Demand Planning and Forecasting in S&OP / IBP
  • Responsibilities/Accountability
  • Forecast versus the Financial Plan
  • How and When to Override the forecast

RESOURCE / SUPPLY MANAGEMENT AND REVIEW

Fundamentals of the Supply Review in the IBP & S&OP process

  • Role of Supply Planning and Operations in S&OP / IBP
  • Capacity Management
  • Inventory planning
  • Additional constraints to consider

PRE-S&OP OR FINANCIAL RECONCILIATION REVIEW

Preparing in Advance for the S&OP Meeting

  • Inputs from prior meetings
  • Meeting objectives, role of facilitator and participants
  • Facilitation skills to gain alignment with Pre-S&OP stakeholders
  • Development of key actions and recommendations for the Executive S&OP meeting

Q&A

Presented By:
Speaker photo
Eric Wilson, ACPF
Institute of Business Forecasting & PlanningDirector of Thought Leadership
See Attendee List
  • ABBOTT
  • CATALENT
  • CATALENT PHARMACEUTICAL
  • DEUTZ
  • DUDE WIPES
  • INSTITUTE OF BUSINESS FORECASTING & PLANNING
  • ISAGENIX
  • JOHN GALT
  • NEW HORIZON AI
  • TELEDYNE ADVANCED ELECTRONIC SOLUTIONS
  • TOYOTA MATERIAL HANDLING
  • VANGUARD SOFTWARE
Past Exhibitors
Vanguard Software
John Galt
New Horizon AI
Event Location
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Hilton Cabana Miami Beach Resort
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6261 Collins Avenue, Miami Beach, Florida, 33140, USA

If you have any issues, please contact support@ibf.org for assistance.

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