Name: Business Planning, Forecasting & S&OP/ IBP: Best Practices Conference
Start: 2022-10-18
Location: Loews Sapphire Falls Resort @ Universal Studios Orlando

Best Practices Conference
Leadership Forum
Pre-Conference Tutorial
Walt Disney World Tickets

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IBF’s Business Planning, Forecasting & S&OP: Best Practices conference is our flagship event of the year.

SESSION TRACKS

ESSENTIAL — NEXT-LEVEL

Join the largest gathering of global professionals from well-known brands, representing all industries with S&OP/ IBP, Demand Planning, Supply Chain, Forecasting, and Analytics/ Data Science responsibilities
Meet other professionals from Sales, Marketing, Finance, HR, Executive Management, and other key functions in the S&OP/ IBP process
Learn how to bring change to your organization for better S&OP and operations planning
Truly learn how to reach Integrated Business Planning (IBP) at your company
Bring your organization to best-in-class levels in performance through better business planning & forecasting
Learn step-by-step from lessons learned and case studies shared by well-known global companies
Get instant feedback on your specific challenges and truly network during our Round-Robin Round-Table Discussions
Enjoy further networking during our after conference cocktail reception
Take advantage before or after the conference of our exceptional location in the heart of Disney World and Orlando
All this and more

See What our Participants are Saying

Event Speakers

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

Carlos Londono

Chipotle Mexican Grill

VP - Head of Supply Chain

Prior Roles

Strbucks: Director of Value Chain Planning for Starbucks
HJ Heinz: Director of Integrated Supply Chain, implementing the next generation of S&OP

Education

MBA from the Babcock School of Business at Wake Forest University
Industrial Engineering degree from EAFIT University in Colombia, South America

Debbie Climer

Cummins Inc.

Director of Integrated Business Planning

Debbie has spent more than 20 years working in a variety of roles in manufacturing and quality across different business units at Cummins Inc. For the last 8 years, she has led Integrated Business Planning across the enterprise, responsible for deployment, assessment, education and improvements across all business segments. Debbie previously led the IBP process in the Engine business segment facilitating both the MBR and IR steps of the process. Prior to Cummins, she was an officer in the US Navy. Debbie holds a degree in Business Administration from Indiana University-Purdue University Indianapolis and an MBA from Ball State University.

Lori Anter, MBA, CPF

MacDermid Alpha

Sr. Director of Sales Inventory, and Operations Planning

Prior Roles

25 years’ experience in Global Planning and S&OP having served in multiple leadership roles at:
- Element Solutions/MacDermid Alpha
- Cardinal Health,
- Honeywell
- Hasbro
Lori’s background also includes several complex multi system conversions into a single forecasting software solution

Education

MBA with a focus on Logistics, Planning and Supply Chain Management from Bryant University

Industry Involvement

IBF Certified Professional

Michael Conley

Wolters Kluwer

Associate Director, Technology Sales Support

Michael is a seasoned Supply Chain professional with over three decades of experience in industry and management consulting, spanning Food & Beverage, Retail, Consumer Goods, Electronics, Chemicals, and Industrial Manufacturing. He has extensive end-to-end expertise across the supply chain, including forecasting and demand planning, S&OP, inventory management, manufacturing and operations, logistics, and procurement. Recognized for leading enterprise-wide transformations that deliver maximum operational and financial performance, Michael consistently drives disparate functional groups into cohesive, connected planning teams.

Steve Queenan

SouthCo, Inc.

Master Planning Manager

Steve has over 30 years of experience in operations and supply chain across multiple industries, the last 14 of which have been focused on planning and S&OP. He has been with Southco since 1997, having worked in engineering, quality assurance, lean manufacturing, master planning and more, before moving into his current role as Continuous Improvement Manager. In this role Steve breaks down the silos between lean and ERP systems, and teaches people how these systems can support each other and work together in harmony. He holds a B.S. in Mechanical Engineering from Kettering University and a master’s degree in Mechanical Engineering from Villanova University.

Amy Zabka, CPF

Compassion International

Senior Manager of Demand Planning and Global Inventory

Amy is the head of Demand Planning and Inventory Management at Compassion International, one of the largest charities in the United States. She has been with Compassion for over 13 years, starting in the distribution center during the evenings before working her way up to Senior Manager of Demand Planning & Global Inventory. In this role Amy leads a team of business intelligence and inventory analysts that plan, report, and manage the inventory for twelve fundraising offices around the world. She holds a degree in Business Administration from the University of Colorado and is CPF Certified.

Vishal Bahl

CHS Inc.

Senior Director of Supply Chain, Global Planning

Vishal Bahl is a Supply Chain and Operations executive and leads the Global Planning organization for the Agriculture sector of CHS corporation, a $48B company with operations in energy, chemicals, food production and commodity trading. He leads a team of demand, supply, inventory and network optimization professionals who are laser focused on driving profitable growth for the company. Prior to CHS, Vishal held progressive leadership roles in Strategic Planning, M&A, Integrated Supply Chain Management and Manufacturing Operations at Ecolab and Eaton corporation. He is a Lean Six Sigma Black Belt and holds an MBA from Carnegie Mellon University.

Rym Khelil

SLB

Division Sales and Operations Planning Manager

Rym has extensive expertise in planning and supply chain with an industrial engineering background. She currently manages Schlumberger’s Well Construction Division S&OP process at a global scope covering $9bn in revenue and 28,000 employees. Rym has 15 years’ experience within Schlumberger, having worked in various roles in planning and supply chain and across multiple segments and location including France, the UK and currently the US. Prior to her current role, she was supply chain manager for the Schlumberger Drilling Bits business. Rym has an advanced knowledge in strategic planning, Sales and Operations Planning, resource management, inventory management, distribution, logistics, category strategy, demand management, sourcing, supplier quality, and supplier management. She holds a degree in Industrial Engineering from the National Polytechnic School in Algiers and a masters’ degree from Ecole Central de Paris.

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

Misty Eldridge

GE Appliances

Sr. DT Manager, Planning and Fulfillment Systems

Prior Roles

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

Education

University of Illinois

Award

Excellence in Business Forecasting & Planning award from IBF

David Hovey, CPF

Country Pure Foods

Director of Supply Chain Planning

David Hovey is a Supply Chain transformation leader and is currently the Director of Supply Chain Planning for Country Pure Foods. He has supported planning transformation initiatives at CVR Energy, Farmland Foods, Hostess Brands, and now Country Pure. Additionally, David founded Velocity Advisors LLC in 2020 as a niche consultancy to help organizations with S&OP transformations with experiences supporting Commodity, Food and Beverage, Consumer Goods, E-Commerce, Industrial, and Start-up businesses. David was an Accounting graduate from Truman State University, a speaker at many Supply Chain industry events, and is an IBF Certified Professional Forecaster (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

Gregory Schlegel

SherTrack LLC

VP/Principal

Lehigh University

Adjunct Professor, Supply Chain Risk Management

Greg has over 25 years of experience with several Fortune 100 companies across multiple industries. He has held executive positions in the systems, staff and plant operations environments and has been Supply Chain Director, Materials Director, Logistics Manager, Plant Operations Manager, CIO and Systems Director with companies such as Hercules Chemical, Sandvik Specialty Steel, International Harvester, Schlumberger, Loral Aerospace & Defense Electronics, GAF/ISP Specialty Chemicals and IBM Supply Chain Solutions. Greg is presently teaching MBA supply chain risk management at Lehigh University. Plus, he is VP Business Development/Principal for SherTrack LLC that provides Demand-Driven Predictive Manufacturing solutions. He has also implemented CPFR, collaborative planning, forecasting & replenishment systems, S&OP Processes, and more. Greg was APICS’ 1997 International Society President. He is a frequent speaker at IBF conferences and seminars, globally. Greg is widely published in many well known supply chain and logistics publications, including IBF’s Journal of Business Forecasting. He is a graduate of Penn State, holding a B.S. in Operations Research and Computer Science, and has attended Lake Forest College of Graduate Studies.

Jeff Baker, CPF

Libra SCM

Managing Director

Jeff is a Supply Chain Planning expert with extensive experience in Demand Management, Integrated Business Planning/S&OP, and Advanced Planning and Scheduling. Jeff has extensive experience working with the world's best-known companies to improve their Supply Chain planning processes and capabilities, from design to implementation. Jeff holds a B.S. in Chemical Engineering, an MBA, and a Master of Engineering in Supply Chain Management from MIT. He is also a recipient of Supply & Demand Chain Executive’s 2019 Pros to Know award. Jeff is an advocate for advancing the Supply Chain Management field and does so through training, and speaking at IBF events worldwide. He is an IBF Certified Professional Forecaster (CPF).

Greg Spira

Oliver Wight

Principal

Greg Spira has a broad background covering Integrated Business Planning, Forecasting and Demand Management, Finance/Accounting, and Information Technology. He currently leads Forecasting for Mondelēz North America, and prior to that he led Integrated Business Planning for the North American Biscuits category. Prior to Mondelēz, Greg led Global Demand Management at BlackBerry, and has 15 years of experience in a variety of industries. Greg has a passion for solving challenging problems and driving change with the right mix of people, process, and tools. He combines operational savvy with an agile approach to solving business problems to add value and achieve goals. He has a successful track record of leading teams through challenging transformations, and enjoys developing and motivating talent.

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.

Jeff Marthins, CPF

John Galt Solutions

Senior Business Consultant

Jeff Marthins is no stranger to the Institute of Business Forecasting & Planning, IBF as he is a regular workshop leader at conferences and IBF training programs. Jeff is an IBF Certified Professional Forecaster (CPF) since 2006. He has worked in all facets of manufacturing and planning. His current role is Director of Supply Chain Operations and oversees the Demand Planning Department. Jeff led the production module of a SAP and other software implementations at the company. His background includes many years of manufacturing, which has provided him with a solid platform for the creation and development of the Demand Planning Department. Even though Jeff oversees many facets of the Supply Chain Operation, he still has a passion for Demand Planning and Forecasting. He was also the recipient of IBF’s 2016 award for Excellence in Business Forecasting & Planning.

Steven Hainey, CPSM, CPIM, CPF, MCIPS, C.P.M.

Beckway

Senior Operating Director - IBP/S&OP/SIOP, Supply Chain & Operations

Steve specializes in implementing new S&OP/IBP processes and advancing existing ones for a variety of Fortune 500 Companies, Private Equity (PE) held corporations, and multi-billion-dollar family-run organizations. Within his current role as Senior Operating Director at Beckway Group, Steve works with the Beckway’s Trailblazer Team to advance IBP/S&OP and Supply Chain & Operations processes. Over the last 2 decades, Steve has led senior leadership positions at Newell Brands, Honeywell, Ashley Furniture and more. Steve is an IBF Certified Professional Forecaster (CPF) since 2014.

Kristie Bane, ACPF

Reveal USA

Associate Partner, Thought Leader

Kristie Bane is an Associate Partner at Reveal.  She has over 20 years of practical integrated supply chain management experience across a variety of industries from fashion, retail and entertainment to consumer-packaged goods manufacturing and automotive accessories.  She specializes in organizational change management, decision support solutions, and integrated business planning processes for supply chains of all shapes and sizes. Kristie is an IBF Advanced Certified Professional Forecaster (ACPF), certified DDLP/DDPP and certified SAP Solutions Practitioner for supply chain management.

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

Eric Wilson, ACPF

Institute of Business Forecasting & Planning

Director – Thought Leadership

Prior Roles

Escalade Sports: Director of Demand Planning
Berry Plastics: Director of Demand Planning
Tempura Sealy International: Director of Demand Planning & S&OP

Industry Involvement

Frequent speaker and panelist for many executive forums and professional conferences
Written numerous articles in publications including The Journal of Business Forecasting and APICS Magazine
Author of the books Cultural Cycles and Predictive Analytics for Business Forecasting & Planning

Award

IBF Excellence in Business Forecasting & Planning

Certification

IBF Advanced Certified Professional Forecaster (ACPF)

Sara Brumbaugh

Ceres Analytics

Managing Principal

Sara Brumbaugh is Managing Principal of Ceres Analytics, a consultancy specializing in applied mathematics, statistics, and machine learning. Sara’s roots are in business forecasting: she’s worked with the IBF for over 20 years, and is the 2015 recipient of IBF’s Lifetime Achievement Award. Sara’s work in predictive analytics began with construction of forecast drivers to predict stock returns. Her recent work supported genetic brain research at Harvard Medical School. Other recent work includes, patent-pending algorithms to detect financial fraud, and genetic models to predict success of cancer chemotherapy. Sara holds a masters in Economics from Florida State University, and is a currently pursuing a second masters (Biology) at Harvard University.

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

Event Speakers

Tim Hotze

Target

SVP Enterprise Capacity Planning

Carlos Londono

Chipotle Mexican Grill

VP - Head of Supply Chain

Debbie Climer

Cummins Inc.

Director of Integrated Business Planning

Conference Schedule

Download Schedule

(PDF, ~2mb)

Pre-Conference Tutorial

Oct 18, 2022
Leadership Forum

Oct 19, 2022
Conference Day 1

Oct 20, 2022
Conference Day 2

Oct 21, 2022

IBF Members Only – Exams will be offered on October 22, 2022

12:00 PM - 1:00 PM

TUTORIAL REGISTRATION

1:00 PM - 5:00 PM

FUNDAMENTALS OF DEMAND PLANNING & FORECASTING TUTORIAL (IBF MEMBERS ONLY– FREE)

ROLE OF FORECASTING IN THE ORGANIZATION

Benefits and its impact on supply chain, management decisions, financial plans
Responsibilities/Accountability
Consensus development and management support
Relationship to other decision and planning processes
Cross-function participation and involvement
Data Cleansing
Data identification and definition
Structure of time series data
Data collection and analysis
Identifying and adjusting for anomalies

HOW TO FORECAST WITH TIMES SERIES MODELS – THE MOST WIDELY USED METHOD OF FORECASTING

Importance of pattern identification
Time series model development
When to use time series models
Advantages and disadvantages of time series
Event adjustments and when to use
Underlying assumptions
Widely used time series methods – averages, naïve model, exponential smoothing, decomposition, trend, seasonal, and other time series methods

OTHER FORECASTING MODELS AND APPLICATIONS

An Overview of Regression Analysis for Scenario Planning and What-if Analysis
Application in estimating effects of promotions, pricing, advertising, and other program actions
New Product Forecasting
Overview of Quantitative and Qualitative forecasting methods
Demand sensing

SALES & OPERATIONS PLANNING (INTERNAL & EXTERNAL COLLABORATION)

Overview of the S&OP process and why it is important
Fundamental process building blocks
Review meetings overview, timing and participants
Meeting Inputs/Outputs
Maintaining the S&OP process with Management organizational changes
Roles, who is supposed to do what and how?
Proven implementation steps and keys to success

2:45 PM - 3:00 PM

AFTERNOON BREAK

5:00 PM - 7:00 PM

EARLY LEADERSHIP FORUM REGISTRATION

Pricing

Onsite Rate

(Expires in 0 days 0 hours)

SILVER PACKAGE

$1,899

Member’s discount: -$100

GOLD PACKAGE

$2,149

PLATINUM PACKAGE

$2,599

Member’s discount: -$100

DIAMOND PACKAGE

$2,849

4TH FREE - DIAMOND GROUP

(4 PERSONS FOR PRICE OF 3)

$8,547

DIAMOND CERTIFY PACKAGE (CPF)

$4,099

DIAMOND PACKAGE GROUP

(2 PERSONS)

$5,598

PLATINUM GROUP PACKAGE

(2 PERSONS)

$5,098

Leadership Forum Only

$1,599

Member’s discount: -$100

Leadership Forum Only Group

(2 PERSONS)

$3,148

LEADERSHIP FORUM OCTOBER 19, 2022	VIP LEADERSHIP DINNER & RECEPTION \|OCTOBER 19, 2022	BEST PRACTICES CONFERENCE OCTOBER 20-21, 2022	BREAKFAST & LUNCH	COCKTAIL RECEPTION OCTOBER 21, 2022	FORECASTING & PLANNING TUTORIAL ( OCTOBER 18, 2022 (ACTIVE IBF MEMBERS ONLY) Member registration	IBF MEMBERSHIP (1 YEAR)	CPF CERTIFICATION EXAMS 3 EXAMS	BOOK: FUNDAMENTALS OF DEMAND PLANNING & FORECASTING (FREE SHIPPING)