Name: Business Planning, Forecasting & S&OP/ IBP: Best Practices Conference
Start: 2023-10-17
Location: Loews Sapphire Falls Resort @ Universal Studios Orlando

Best Practices Conference
About Us
Leadership Forum
Pre-Conference Tutorial
See Attendee List

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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 Scottsdale 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
Enjoy views of Camelback Mountain from our luxurious resort, and visit and shop in Old Town Scottsdale, located less than three miles away, before or after the conference
All this and more

See What our Participants are Saying

Event Speakers

Mike Lee

Meta

Senior Director, Global Sales Operations, Reality Labs

Mike leads the Global Sales Operations function for Reality Labs, Meta’s Augmented/Virtual Reality business, with a scope that includes Global Demand Management as well as a number of classic Rev Ops functions. He is the co-leader of the organization’s S&OP Process. Mike has over 30 years of experience as a planning and operations leader, having built and led global demand management and supply planning organizations at Meta, Apple, and Levi Strauss. He is passionate about optimizing distribution channels and driving operational excellence and efficiency in organizations. Mike and his wife split their time between Oakland, CA and New Orleans, LA. He holds a bachelor’s degree from Dartmouth College and an MBA from Columbia Business School.

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.

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

Adil Ali

Kraft Heinz

Data Scientist

Adil is a Data Scientist at Kraft Heinz, headquartered in Chicago, IL. With over 6 years of industry experience, Adil has a strong command of the principles of mathematical and statistical prediction and forecasting, both in mathematical finance and in data science. He has built predictive models in quantitative finance, and logistics, all interpretable and responsive to business needs. Adil's expertise in machine learning and statistical learning have been leveraged to produce state-of-the-art models which capture and reflect changing market trends, often in highly volatile scenarios. Prior to Kraft Heinz, Adil worked for Wells Fargo and C.H. Robinson. He holds a PhD in Mathematics.

Scott Niemann

PING

Senior Production & Material Planner

Scott is currently PING’s Forecasting Manager, focused on demand and supply planning. Prior to this role, he was a Senior Production & Material Planner at PING for five years, responsible for component and finished good procurement across a variety of product lines. Before joining PING, Scott spent the first five years of his career with John Deere in various supply management roles. He graduated with degrees in Supply Chain Management and International Business from the University of Illinois and is currently pursuing IBF’s Certified Professional Forecaster designation.

Kyle Crawford

Kimray, Inc

Director of Business Intelligence — Sales

Kyle leads the demand forecasting process at Kimray, Inc, where he currently serves as Director of Business Intelligence. Passionate about the intersection of data and people, he has an established track record of leading forecasting initiatives, leveraging analytics, and creating effective storytelling through data visualization. His experience at Kimray includes spearheading a transformative overhaul of the forecasting function, implementing modern demand planning software, and embracing AI to enhance accuracy and efficiency. As a departmental leader in the organization’s S&OP process, he is committed to fostering collaboration and facilitating communication across teams.

Josh Liebman

Beckway

Operating Director

Josh is currently a director within Beckway’s IBP Practice. He helps organizations execute value-creation initiatives and drive EBITDA growth by implementing best practices in IBP/S&OP and Supply Chain. Josh began his career at KPMG and was formerly the Director of S&OP at the Georgia Nut Company, a privately held industry-leading manufacturer of snacks and confections. He has an MBA from the Northwestern Kellogg School of Management and a Master’s in Accountancy from the University of Illinois. He is also a licensed CPA (IL).

Matthew Brown

BAT

Demand Forecasting Project Manager

Matthew is a digital transformation and supply chain professional currently leading the Demand Forecasting Initiative at British American Tobacco with global responsibility to deploy Process, Capability & Technology to deliver a step change in forecasting performance. Matthew is a passionate advocate of harnessing the power of process design, agile frameworks, and digital capabilities to drive value from innovation. Since joining BAT’s management trainee program in 2010, he has held various roles in supply planning, scheduling, marketing planning, inventory management, and forecasting. He holds a degree in Political Science from the University of Nottingham in the U.K.

Ana Martinho de Freitas

BAT

Global Process Expert - Demand Forecasting

Ana is the Demand Forecasting Product Owner at British American Tobacco. Her remit covers Process, Capability & the Digital Functionality for global demand forecasting. Passionate about demand forecasting, Ana has held a variety of demand forecasting roles since joining BAT in 2007, building deep functional, strategic and commercial expertise which she has utilised to design and deliver demand forecasting transformations. She studied Applied Mathematics at the Lusiada do Porto University in Portugal.

Mark Fitzpatrick

Optum Rx

Sr. Analyst – Procurement and Inventory

Mark Fitzpatrick is a 20-year veteran in Supply Chain Management, working with various organizations in the Consumer Goods, Full-Service Restaurant, Consulting, Telecommunications, and Healthcare industries. Mark’s current responsibilities include optimizing demand and supply processes for Optum Rx’s domestic Hemophilia and Bleeding Disorders division. He has successfully implemented demand forecasting software applications domestically and abroad, originated S&OP processes, and has consistently improved profitability by collaborating with leaders and stakeholders to introduce successful change management practices. Mark holds an MBA from Mid America Nazarene University and an undergraduate degree from Grand View University.

Dorette Pryce

Coca-Cola NAOU

Forecast Center of Excellence Demand Manager for Nutrition Brands

Dorette is a 23-year supply chain professional with experience in materials planning, production planning, capacity planning, inventory deployment, and demand planning. Her specialty is in the demand planning space where she leads forecasting brands, business process transformation, change management, and org design. Her planning experience includes roles at Kimberly-Clark, PepsiCo, and now Coca-Cola. In her current role as the Demand Planning Manager for Nutrition brands, she has been a thought partner in the development, implementation, and enhancement of a series of forecasting tools and a suite of reports and dashboards leveraging data visualization tools. Dorette holds a B.S. in Chemical Engineering from Florida A&M University and is an IBF Certified Professional Forecaster (CPF).

Jeffery Cook

Coca-Cola NAOU

Group Director of Supply Planning & Material Forecasting

Jeff is a 17-year veteran of Coca-Cola’s Supply Chain and a 30+ year professional in the planning arena. He leads Coca-Cola’s Nutrition category and the supply planning of their 16 US and Canadian operations. Also under Jeff’s umbrella is the Material Forecasting team which provides monthly and annual volume projections for the billions of materials and ingredients sourced from Coke’s suppliers. Jeff and his leadership team are currently working through the acceptance, adoption, and then further development of a suite of fully integrated supply network optimization and planning applications. He holds a Business Management degree from Ohio University and an MBA in International Business from St. Edward’s University.

Jeff Tackes

Kraft Heinz

Sr. Manager of Data Science

Jeff is a Sr. Manager of Data Science for Kraft Heinz, headquartered in Chicago, IL. With over 10 years of industry experience, Jeff has developed a deep understanding of the intricacies of demand forecasting and has successfully built best-in-class demand forecasting systems for leading fortune 500 companies. He has led cross-functional teams in designing and implementing demand forecasting systems that have resulted in significant improvements in forecast accuracy, inventory optimization, and customer satisfaction. Prior to Kraft Heinz, Jeff worked for Stanley Black & Decker and AAR Corporation. He holds Master’s degrees from Northwestern University in Data Science and Northeastern Illinois University in Mathematics.

Laura Reynolds

Talking Rain Beverage Company

Director, Sales & Operations Planning

Laura Reynolds is currently the Director of S&OP (Sales & Operations Planning) at Talking Rain Beverage Company. She has 18+ years of experience leading demand forecasting, supply chain operations, and data analytics in the CPG industry. At Talking Rain Beverage Company, Laura is responsible for the demand planning, forecasting, and continuous improvement teams for commercial operations to drive profitable growth for Talking Rain and its customers. Prior to Talking Rain, she worked for Starbucks, Julep Beauty, Amazon, and Macy’s. Laura has received multiple awards for her contribution to the industry, including most recently, a recognition award from Starbucks for supporting the SIOP maturation process for quicker response time through COVID supply chain interruptions.

William Oda Moraes

SLB

WCF Global Demand Manager

William is the Global Demand Manager for Well Construction Fluids, SLB. He implemented and leads the Demand Planning process in the Well Construction Fluids Business Line, aggregates the tactical demand, align activity and revenue forecasts and drive improvements in demand planning accuracy. He covers globally 30 different geographies and bridges the regional management with global Sales, Operations and Planning. He joined SLB in 2007, and for these 16 years he has been exposed to 6 different countries in various areas: from oilfield service operations (Syria and Jordan) to Sales and Business Development (Brazil), Training and Development and Digital Transformation (USA) and regional management (North Africa). He holds an MSc. In Petroleum Engineering from Brazilian Petroleum and Gas Institute, Rio de Janeiro Brazil and a degree in Control and Automation Engineering from Federal University of Itajuba (Unifei), Brazil.

Matt Novosel

Cornerstone Building Brands

Director Sales & Operations Planning

Matt is an experienced Operations Leader in the Metal Buildings, Components, Insulated Panels, and Self-Storage industries in North America. He currently leads Sales & Operations Planning for CBB-Shelter Solutions and has served successfully in a variety of Customer Service, Manufacturing, Operations, and Supply Chain Leadership roles over his 25-year career. In addition to these roles, Matt has worked on several key initiatives including S&OP Planning, SaaS Tool Implementations, Business Digitization efforts, Global Item Design, ERP Planning/Implementation, Centralized Production Planning, Center-Led Procurement, and Transportation Management.

Tim Cluer

Cornerstone Building Brands

Director of Production Planning & Scheduling

Tim is a supply chain enthusiast and professional who has experience in strategic sourcing, procurement operations, MFG network sourcing, and production planning. He has supported multiple transformation efforts focused on procurement and an S&OP implementation within the buildings materials industry. Other major efforts include supporting ERP integrations and building an offsite RPA / Data Science team for Operations. Tim currently leads production planning and scheduling for CBB’s largest business unit and provides extensive support to the supply planning process. He holds a BS in Business Mgmt. from California State University, San Marcos.

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

Raghav Jandhyala

Microsoft

Principal Director, Supply Chain

Raghav is Principal Product Leader at Microsoft’s Dynamics Supply Chain Platform where he is responsible for the product direction, strategy and execution of the supply chain surround suite. Prior to Microsoft, he was VP at SAP for Supply Chain Integrated Business Planning. Raghav was one of the founding members of SAP IBP - Sales and Operations Planning and worked with hundreds of Customers in their IBP journey. He is author of four books covering digital supply chains, S&OP/IBP and Supply Chain Management. Raghav has more than 20 years of experience in Supply Chain Management, Retail and Finance along with a strong technical background in Big Data, Cloud, and Machine Learning. He holds a master’s degrees in Computer Science from Southern Illinois University and Advanced Machine Learning from Harvard. Raghav has been a guest speaker for several years at WP Carey School of Business at Arizona State University.

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

Lee Lagomarcino

GE Appliances

Executive Director of Supply Planning & Fulfillment

Lee is currently the Executive Director of Supply Planning & Fulfillment at GE Appliances, a Haier company. He began his career at an early age, working at the family confectionery business from elementary school through college. In his near 20-year career at GE, Lee has held various leadership roles in Product Management, and Product Marketing and Global Sourcing. He is currently focused on the transformation of the Fulfillment organization, driving systems and process excellence, and designing a digital Customer first signal that travels through the entire Value Chain. Lee attended the University of Illinois, majoring in Mechanical Engineering.

Carlos Madruga, ACPF

Mars, Inc.

Global Capability Director

Carlos is currently Global Capability Director at Mars, Inc. He leads transformational initiatives in the Enterprise Planning and S&OP spaces for Pet Nutrition, Mars Wrigley, Food and Multi Sales segments. He is also the global process owner for Demand Planning and leader of a global community of practice. Prior to Mars, Carlos worked for IBM and The Goodyear Tire & Rubber Co. He has been published in the Journal of Business Forecasting, is an IBF Advanced Certified Professional Forecaster (ACPF) and was a speaker at the 2021 IBF Best Practices Conference. Carlos holds an MBA from Northwestern University’s Kellogg School of Business and a degree in Mechanical Engineering from the University of Sao Paulo in Brazil.

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

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

Todd Gallant, ACPF

Crocs

Former Vice President of Global Planning

Todd has extensive experience in coordinating demand planning processes and S&OP. He was involved in Finance, Customer Service, Supply Chain, and Sales Planning. He is an Advanced Certified Professional Forecaster (ACPF) and holds a BS degree from Boston College and an MBA from University of New Hampshire with a focus in Supply Chain Management and Marketing. Todd is also a member of the Institute of Business Forecasting & Planning (IBF) Board of Advisors and has served as a keynote speaker & panelist for IBF Executive Forums and conferences. Todd has also published in the IBF’s Journal of Business Forecasting.

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.

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)

Event Speakers

Mike Lee

LEADERSHIP FORUM OCTOBER 18, 2023	VIP LEADERSHIP DINNER & RECEPTION OCTOBER 18, 2023	BEST PRACTICES CONFERENCE OCTOBER 19-20, 2023	BREAKFAST & LUNCH	COCKTAIL RECEPTION OCTOBER 19, 2023	FUNDAMENTALS OF S&OP, DEMAND PLANNING & FORECASTING TUTORIAL OCTOBER 17, 2023 (ACTIVE IBF MEMBERS ONLY) Member registration	S&OP/ IBP CERTIFICATE - INCLUDES EXAM FOR KNOWLEDGE-CHECK
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