Demand & Supply Planning are essential steps in Supply Chain Planning, and collaboration is a key contributor to success. As a result of effective collaboration you will see enriched relationships, improved customer service with enhanced service levels, and reduced inventory costs. Demand Planners play a critical role in this process, serving in a Gatekeeper capacity and developing relationships and trust with all business partners. Oftentimes, however, it can be an “us” vs “them” attitude. Just how do you go about creating a truly collaborative environment?

During our meeting, you will follow Cardinal Health’s implementation of a complex system conversion based on collaborative leadership, and with real-life lessons learned. We will discuss why collaboration is so critical to effective demand planning and supply planning, and what good looks like in your role and organization.

You will learn:
  • The fundamental role of the Supply Planner
  • The fundamental role of the Demand Planner – gatekeeper
  • Why demand planning is important in the Supply Planner’s goal to maintain optimal inventory
  • How Supply Planning collaborates with Demand Planning when responding to Exception Messages
  • How demand and supply collaboration can reduce excess inventory and improve service levels
  • Why collaboration is so critical
  • How collaboration can best be accomplished with all your business partners
  • The end results of effective collaboration
  • 5:00pm - 6:00pm: Registration & Light Dinner
  • 6:00pm - 6:15pm: IBF NE Chapter Overview
  • 6:15pm - 6:30pm: Sponsor Overview
  • 6:30pm - 7:15pm: Critical Collaboration discussion with Lori Anter & Pete Bennett of Cardinal Health
  • 7:15pm - 7:30pm: Q&A
  • 7:30pm - 7:40pm: Feedback Surveys
Lori Anter, MBA
Director, Demand Planning
Cardinal Health

She joined Cardinal Health in 2017 and has 20 years’ experience in Demand Planning and S&OP. In her current role as Director of Demand Planning, she oversees the Americas Demand Planning Department and Global consolidation of forecasts, develops new processes and drives change. Lori created a team of Demand Planners, developed the Demand Planning process and templates, and led the implementation of IBP during and through the completion of a Transition Service Agreement. Her prior roles include Global SIOP Leader at Honeywell, Pricing and Logistics Analyst at CVS, and Demand Planning Manager at NDS. Lori Anter is an active member of the New England IBF Chapter and has a passion for mentoring and coaching Demand Planners. She holds an MBA, Logistics, Materials and Supply Chain, from Bryant University.

Pete Bennett
Global Director of Supply Planning
Cardinal Health

Peter Bennett joined Cardinal Health in 2012 and has 18 years’ experience in Supply Planning, Distribution and S&OP. In his current role as Director of Supply Planning, he oversees the Global Supply Planning Department and development of global Master Production Schedules for 17 manufacturing sites, is a change agent across the organization and has been instrumental in development of the technical supply chain footprint within Cardinal Health. Peter manages a team of Supply Planners, developed the Supply Planning process, Supply S&OP standardization and led the implementation of Supply Planning IBP during and through the completion of the largest medical device divestiture in history (from Medtronic to Cardinal Health). His background includes several system conversions between Oracle, SAP, Fourth Shift and others into single regional/global Planning Platforms. Peter’s previous roles at Medtronic/Cardinal Health cover Supply Chain Manager, Senior Supply Chain Planning Manager and Senior Logistics Planner. Before civilian life, Peter was a Logistics Officer in the US Army, and served in Iraq. He is APICS certified and holds an MSc in Administration from Central Michigan University.

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