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BUSINESS PLANNING, FORECASTING & S&OP/ IBP: BEST PRACTICES CONFERENCE
w/ Leadership Forum & Fundamentals of Forecasting and Planning Tutorial
Orlando, Florida, USA
OCTOBER 22 - 25, 2024
Why Attend?
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    Best Practices Conference

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    See Attendee List

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    Leadership Forum

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    Pre-Conference Tutorial

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    CPF Certification

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    Supply Chain Planning Certificate

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    S&OP Certificate

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    About Us

Reserve Your Space Without Obligation

This is the world’s leading demand planning, forecasting and S&OP conference, bringing together a wide range of professionals for 2 or 3 days of workshops, round robins, and panel discussions. With 2 maturity streams, it is designed both for companies getting started with planning as well as companies looking to take their planning to best-in-class. This event is community-focused with multiple networking and socializing opportunities in a friendly environment, all in a stunning Orlando location.

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
  • 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/
  • All this and more
See What our Participants are Saying
Event Speakers
Christopher Mael
Christopher Mael
Precor, Inc.
Director, Sales & Operations Planning

Prior Roles

  • Created and led new planning teams, including training, professional development, implementation of end-to-end planning tools and standard operating procedures as part of corporate turnarounds of brands or business units from losing money into best-in-class EBITDA with positive cash flows
  • 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
Tim Hotze
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
Meredith Cannon
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
Matt Hoffman
Matt Hoffman
John Galt Solutions
Customer Success Leader

Matt Hoffman is the Customer Success Leader at John Galt Solutions. Matt has led countless successful software implementations utilizing best in class supply chain planning platform Atlas Planning. He has saved companies hundreds of millions in inventory cost through both transformational and tactical projects delivered across distributors, manufacturers and retailers.

Matt has worked with a wide range of clients in manufacturing, distribution, and retail. While he is a subject matter expert when it comes to implementing solutions across numerous ERP and Planning packages, he is adamant that the process has to drive the tools in order to foster adoption and deliver superior, measurable results.

Matt is currently working with key John Galt clients to adjust their process and technology to fit the new challenges brought on by the global health crisis.

Brunno Ragonha
Brunno Ragonha
Nestlé
Director, Data Science & Analytics

Brunno has worked at Nestlé for over two decades in supply chain management and data analytics, and has led many data-driven projects and strategic initiatives within the F&B industry. His expertise encompasses supply chain operations, demand forecasting, business process optimization, advanced data analytics, and strategic planning.

Pat Crane
Pat Crane
Target
Director Data Science, Network Planning

Pat Crane is a dedicated professional in supply chain analytics with 14 years of experience, including 12 years in Merchandise Planning, Inventory Management, and Network Planning at Target Corporation. As the Director of Data Science on the Operations Planning team, Pat has developed skills in strategic planning, demand forecasting, and network design, contributing to Target’s long-range supply chain optimization. He is self-motivated and has a proven ability to solve complex problems, analyze big data, and build out demand planning capabilities. Pat is recognized at Target for his analytical curiosity and results-oriented approach, adeptly combining the art and science of retail supply chain planning.

Cynthia Trevino
Cynthia Trevino
Mexilink Inc.
CPF, CFO

With a Bachelor's degree in Accounting and over fifteen years of experience, Cynthia is a seasoned Certified Public Accountant with a diverse skill set. She is currently serving as the Chief Financial Officer at Mexilink, Inc., where she provides operational and programmatic leadership across various domains, including accounting, finance, tax, and risk management. Cynthia’s responsibilities include strategic planning, budgeting, margin analysis, ERP implementation, risk mitigation, asset management, and audit and tax management. Before joining Mexilink, she held positions as Finance Coordinator and Accounting Analyst at GE in Monterrey, Mexico, where she honed her expertise in financial management and analysis. Passionate about supply chain and demand planning, Cynthia is also an IBF Certified Professional Forecaster (CPF) and is currently leading an S&OP process.

Inderdeep Brar
Inderdeep Brar
McCormick & Company, Inc.
Director of Integrated Business Planning

Prior Roles

  • 12 years experience in various areas of IBP/S&OP implementation, financial integration, procurement, product management, and protect management
  • Proven track record in managing large scale projects to deliver true business value while driving cross-functional alignment at multiple levels

Education

  • BA in Business Communication and MS in Business & Technology Management from Stevenson University
Andre Teixeira
Andre Teixeira
Jamieson Wellness
Vice President of Global Supply Chain

Prior Roles

  • 20 years of experience in the consumer packaged goods (CPG) industry WITH a distinguished track record of leading supply chain transformations at renowned companies such as:
    • Natura & Co
    • Kraft Heinz
    • Johnson & Johnson

Education

  • MBA in Human Resources
Jim Barnes
Jim Barnes
Veolia Water Technologies & Solutions
Global S&OP Leader

Prior Roles

  • Tecomet: Leading S&OP initiatives for a Private Equity-backed medical equipment manufacturer
  • Johnson Controls: Heading S&OP for a global leader in building systems and products.
  • Executive positions at:
    • The Institute for Supply Management
    • KPMG
    • Consulting firms
  • His supply chain experience spans 3 decades across a wide variety of companies, including:
    • Apple
    • Cisco Systems
    • Exxon Mobile
    • Pepsico
    • General Electric
    • Kaiser Permanente
    • Pfizer
Sergio Winter, CPF
Sergio Winter, CPF
Grifols
Associate Director, Demand Planning

Prior Roles

  • Global S&OP leader with more than 20 years of experience in different roles and organizations around the globe including Brazil, Denmark, Canada and the U.S.
  • Novozymes: Implemented S&OP processes and supported overall IBP maturity development throughout the organization

Education

  • Bachelor’s degree in Finance and a Master’s in Economics from FAE Business School, Brazil
Renuld Robinson
Renuld Robinson
Carhartt
Former Director of SIOP & S&OE

Prior Roles

  • Carhartt: Director of SIOP & S&OE at Carhartt
  • Refined SIOP and S&OE processes at Fortune 500 companies, including:
    • Celanese
    • Collins Aerospace
    • Corning

Education

  • B.A. in Business/Operations Management from Florida Atlantic University

Industry Involvement

  • APICS certifications of Certified Supply Chain Professional (CSCP)
  • Certified Production and Inventory Management (CPIM)
  • IBF S&OP and IBP Certificate
Michael Kennamann, CPF
Michael Kennamann, CPF
MERZ AESTHETICS
Director of Global Sales & Operations Planning

Prior Roles

  • Forward thinking customer focused supply chain executive with extensive experience in end-to-end supply chain strategy, demand planning, supply planning, inventory management, procurement, logistics, manufacturing, warehousing, and S&OP implementation.
  • Led the Supply Chain operations at:
    • Wilton Brands
    • Essendant

Industry Involvement

  • IBF Certified Professional Forecaster (CPF)
  • IBF Chicago Chapter President
Jason Breault
Jason Breault
LifeWork Search
Managing Director

Prior Roles

  • 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
  • AMR Research (Gartner):Focus on supply chain best practices and leveraging applications to help cut costs and increase revenues

Industry Involvement

  • Board member of the New England chapter of IBF
  • Spoken at several APICS and IBF events and appeared in several SupplyChainBrain.com videos on the subject of talent management
Todd Dunn, CPF
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
Misty Eldridge
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
John Hellriegel, 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
John Piechule, CPF
John Piechule, CPF
Arkema Inc.
Senior Manager, Supply Chain

Prior Roles

  • Experienced in demand management, production planning/scheduling, inventory management, quality assurance and quality control
  • Spent significant time in the aerospace and heavy industry business sectors

Education

  • MBA and undergraduate degrees at Widener University in Chester, PA

Industry Involvement

  • Holds the APICS CSCP and CPIM and the IBF CPF certifications
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.
Pamelyn G. Lindsey
Pamelyn G. Lindsey
Oliver Wight Americas
Business Advisor

Additional Role

  • Graves School of Business, Morgan State University, and Business Advisor for Oliver Wight Americas: Adjunct Professor in Operations Management and Supply Chain

Prior Role

  • Ciena Corp: Director of Global Supply Chain Operations and the global leader of Executive S&OP for Ciena Corp.
  • DuPont Company: Internal consultant and continuous improvement leader

Education

  • BS in mechanical engineering from the University of Pittsburgh
  • Master’s in project management from the Graves School of Business, Morgan State University.

Industry Involvement

  • Speaker at international industry conferences and for STEM programs
  • Active in APICS/ASCM
  • Six Sigma Black Belt
Jonathon Karelse
Jonathon Karelse
NorthFind Management
CEO

Prior Roles

  • Recognized thought leader in demand planning and S&OP and is CEO and co-founder of the consultancy NorthFind Management

Education

  • Graduate of the MIT Sloan School of Management
  • Member of the 2019 Management Excellence cohort at Harvard Business School
  • Member of the Harvard Business Review’s Advisory Council

Industry Involvement

  • Long-term contributor to the IBF’s body of knowledge, with a specific focus on forecasting metrics, decision making, and behavioral science
  • Author of the Amazon #1 Best Seller for his book, Histories of the Future: Milestones in the Last 100 Years of Business Forecasting
Sara Park
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.

Patrick Bower
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
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)
Dr. Sven F. Crone
Dr. Sven F. Crone
Lancaster University
Assistant Professor in Management Science

Prior Roles

  • Expert in forecasting, with more than 15 years of expertise in both its theory and practice
  • Trained more than 500 demand planner
  • Consulted with industry leaders on improving forecasting methods, systems and processes

Industry Involvement

  • Published in over 40 scientific publications
  • Received international awards for developing new forecasting algorithms
  • Regular speaker at IBF conferences
Event Speakers
Tim Hotze
Tim Hotze
Target
SVP Enterprise Capacity Planning
Meredith Cannon
Meredith Cannon
Bimbo Bakeries USA
Senior Director of Sales and Operations Planning
Christopher Mael
Christopher Mael
Precor, Inc.
Director, Sales & Operations Planning
Conference Schedule
Download Schedule
(PDF, ~2mb)
  • Pre-Conference Tutorial
    Oct 22, 2024
  • Leadership Forum
    Oct 23, 2024
  • Conference Day 1
    Oct 24, 2024
  • Conference Day 2
    Oct 25, 2024
IBF Members Only – Exams will be offered on October 26, 2024
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
Presented By:
Speaker photo
John Hellriegel, CPF
Rutgers Business SchoolAssistant Professor of Professional Practice
Pricing
Onsite Rate
(Expires in 2 days 14 hours)
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
Best Value (Group) (4 persons for price of 3)
$9,147
DIAMOND CPF CERTIFICATION PACKAGE
Best Value (+CPF Certification)
$4,299
DIAMOND PACKAGE GROUP
(2 PERSONS)
$5,998
PLATINUM GROUP PACKAGE
(2 PERSONS)
$5,498
Leadership Forum Only
$1,799

Member’s discount: -$100

Leadership Forum Only Group
(2 PERSONS)
$3,548
ADD-ON: Certificate in S&OP/ IBP
$899
ADD-ON: CERTIFICATE IN SUPPLY CHAIN PLANNING
$899
ADD-ON - LEADERSHIP FORUM
(UPGRADE ONLY)
$700
LEADERSHIP FORUM
OCTOBER 23, 2024
VIP LEADERSHIP DINNER & RECEPTION
OCTOBER 23, 2024
BEST PRACTICES CONFERENCE
OCTOBER 24-25, 2024
BREAKFAST & LUNCH
COCKTAIL RECEPTION
OCTOBER 24, 2024
FUNDAMENTALS OF S&OP, DEMAND PLANNING & FORECASTING TUTORIAL
OCTOBER 22, 2024 (ACTIVE IBF MEMBERS ONLY)
IBF MEMBERSHIP
(1 YEAR)
CPF CERTIFICATION EXAMS
3 EXAMS
BOOK: FUNDAMENTALS OF DEMAND PLANNING & FORECASTING
(FREE SHIPPING)
S&OP/ IBP CERTIFICATE - INCLUDES EXAM FOR KNOWLEDGE-CHECK
CERTIFICATE: SUPPLY CHAIN PLANNING - INCLUDES EXAM FOR KNOWLEDGE-CHECK

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Sponsors
Exhibitors
The Owl Solutions Inc
QAD DynaSys
Demand Works
Demandchainai
Netstock
John Galt
Kinaxis
New Horizon AI
Iqast
Pyplan
ITE-Consult/ADAPlan
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 23, 2024
Orlando, Florida USA
Business Planning, Forecasting & S&OP/ IBP...
NOVEMBER 6–8, 2024
Online
w/ 1-Day Predictive Analytics Workshop & Use of Big Data Workshop...
November 20 – 22, 2024
Amsterdam, Netherlands
w/ Fundamentals of S&OP, Demand Planning & Forecasting Tutorial...
Event Location
Wyndham Grand Orlando Resort Bonnet Creek
+1.407.390.2300
14651 Chelonia Pkwy
Orlando, Florida
32821 USA
$245/ night + tax
For call-in reservations, please mention IBF
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