Name: BUSINESS PLANNING, FORECASTING & S&OP: BEST PRACTICES CONFERENCE
Start: 2019-10-20
Location: Loews Sapphire Falls Resort @ Universal Studios Orlando

Past IBF Speakers

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Garry O. Ridge
(Keynote Presenter)

WD-40

CEO & Director

As CEO and a member of the board of directors of WD-40 Company, Garry Ridge is responsible for developing and implementing high-level strategies, all operations, and the oversight of all relationships and partnerships for the company. Garry joined WD-40 Company in 1987 and has held various management positions in the company, including executive vice president and chief operating officer, and vice president of international. In 1997, he was appointed president and chief executive officer. A native of Australia, Garry served in advisory roles for the Australian Marketing Institute and the Australian Automotive Aftermarket Association. Currently, he serves as a member of the board of governors of The San Diego Foundation, and the University of San Diego’s School of Business Administration.

Garry is an adjunct professor at the University of San Diego where he teaches leadership development, talent management, and succession planning in the Master of Science in Executive Leadership program. In 2009, he co-authored a book with Ken Blanchard outlining his effective leadership techniques, titled “Helping People Win at Work: A Business Philosophy called ‘Don’t Mark My Paper, Help Me Get an A.’ ”

Tim Hotze

Target

SVP Global Network Planning and Global Intelligence

Tim Hotze is Senior Vice President, Network Planning and Global Intelligence for Target. He oversees Target’s future Supply Chain intelligence products as well as end-to-end operational functions for Network and Topology Planning, S&OP, and Guest Order and Availability Management. Before joining Target in November 2017, Tim held a number of leadership roles at Amazon covering Supply Chain Execution, Capacity Planning and Management, Inventory Placement and Labor Planning. He also spent more than a decade at Panalpina World Transport where he had responsibility for worldwide logistics and Supply Chain solutions as well as innovation management. He sat on the board of The Warehouse Education and Research Council and currently sits on the Advisory Board for the Institute of Business Forecasting and Planning (IBF). Tim holds a joint Master’s degree in Industrial Engineering, Logistics and Supply Chain from the University of Technology in Darmstadt (Germany).

Lori Anter, MBA, CPF

Cardinal Health

Director, Demand Planning

Lori 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. 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.

Dustin Deal

Lenovo

Director of North America Business Operations, Motorola

Dustin Deal is the Director of Business Planning & Operations at Motorola. Over the past 20+ years he has held various functions at Motorola including Global Inventory Planning, Global Demand Planning and North American Fulfillment Operations. Dustin earned a BBA in Operations Management from the University of Wisconsin-Whitewater and his MBA from Texas Christian University.

Sandra Janus

Harry's

Head of Global Demand Planning

Sandra is the Head of Global Demand Planning for Harry's, a global multi-channel grooming brand. She joined Harry’s in 2015 as Senior Associate in Operations, responsible for the planning of their e-commerce business. She made the transition to demand planning at Harry’s from a career in investment banking – prior to joining Harry’s, she worked at Morgan Stanley as an Investment Banking Analyst, having worked in both New York and Toronto. She received a BA in Business Administration and a BHSc in Health Sciences from the University of Western Ontario in Canada. Trilingual, Sandra speaks English, French and Polish.

B.C. Silver

Green Dot Corporation

VP, General Manager - National Brands

B.C. Silver currently serves as Vice President, General Manager - National Brands for Green Dot Corporation where he oversees all branded consumer products carried nationally in retail and online (over $1 billion in customer revenue). He also leads end-to-end operational S&OP planning, design and implementation. B.C. has 16 years of S&OP /IBP experience and has implemented S&OP processes in several unique product categories across 6 countries. His subject level expertise ranges from AI and advanced analytics to S&OP initiation. Prior to joining Green Dot, B.C. held a number of senior leadership roles in Marketing, Demand Planning and Sales Planning at Procter & Gamble, Clorox and Mars. He has championed large scale corporate S&OP integration and served as an S&OP consultant to a range of medium and large companies. He holds an MBA from the University of Tennessee.

Jeff Baker, CPF

Institute of Business Forecasting & Planning (IBF)

Education Advisor | IBF's 2019 Excellence Award Winner

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).

Gail Berch

Sartorius-Stedim

Global Manager Demand Planning

Gail Berch has over 15 years of S&OP, IBP and Demand Planning experience spanning the CPG, Electronics and Pharmaceuticals industries. In her current role, Gail manages the Global Demand Planning and S&OP team for Sartorius-Stedim, covering Europe, North America, and Asia. Her previous experience includes working as S&OP Manager for Twin Laboratories, 10 years as Director of Customer Demand for Revlon, and VP Demand and Inventory Planning at Frederick Goldman. Gail earned her degree in Finance from Hofstra University and teaches CPR & First Aid for the AHA.

Todd Dunn, CPF

Catalent Pharmaceutical

Director of Supply Chain | IBF's 2018 Excellence Award Winner

Todd Dunn is currently the Director of Supply Chain at Catalent Pharmaceutical. Most recently, he is IBF's 2018 "Excellence in Business Forecasting & Planning" award winner. Todd has held several management positions in supply chain and production within his 28 years of manufacturing experience. He was the project manager to successfully lead his organization to Class A MRPII certification. He has facilitated the pre-S&OP and executive S&OP meetings for over 15 years. He holds a BSc degree in Business Management and obtained the Michigan Certificate from the Ross School of Business at the University of Michigan. He has been a speaker at several Supply Chain & Demand Planning events across North America for many years covering topics related to Demand Management and S&OP/ IBP. Todd is a Certified Professional Forecaster (CPF).

Todd Gallant, ACPF

Crocs

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 a Certified Professional Forecaster (CPF) 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.

Larry Lapide

MIT Center for Transportation & Logistics

Research Affiliate

Dr. Larry Lapide is an MIT research affiliate and has over 30 years of experience in industry, consulting, research, and academia. He is a 2012 recipient of the IBF’s inaugural Lifetime Achievement in Business Forecasting & Planning Award. He recently worked in MIT’s Center for Transportation & Logistics where he managed the launch of its Supply Chain 2020 Project and oversaw its Demand Management research. He is also a part-time lecturer at the University of Massachusetts, and is a well-known frequent presenter at IBF and other supply chain events. His prior employment includes AMR Research/ Gartner, Accenture, and Data General. He has published in numerous publications, including his 14-year ongoing column in the IBF’s Journal of Business Forecasting (JBF) and his co-authorship of a book on the impact of e-business on supply chain. Dr. Lapide holds an SMEE from MIT and a Ph.D. in Operations Research from the Wharton School.

Carlos Londono

Chipotle Mexican Grill

Head of Supply Chain

Carlos currently leads supply chain on a global level based in Newport Beach, California USA. In the past, he was Director of Value Chain Planning for Starbucks. And prior to that he was Director of Integrated Supply Chain with HJ Heinz where he implemented the next generation of S&OP. Carlos is fluent in German, Spanish and Mandarin. He holds an MBA from the Babcock School of Business at Wake Forest University and an Industrial Engineering degree from EAFIT University in Colombia, South America.

Eric Wilson, CPF

Institute of Business Forecasting & Planning

Director of Thought Leadership

Eric is the Director of Thought Leadership at the IBF and a predictive analytics and business planning innovator, author, and speaker. Prior to this he worked as the Director of Demand Planning at Escalade Sports, Director of Demand Planning at Berry Plastics, and Director of Demand Planning & S&OP at Tempur Sealy International. In 2016, he received the Excellence in Business Forecasting & Planning award from the IBF. Eric is a visionary in his field, a frequent speaker and panelist for many executive forums and professional conferences, and has written numerous articles in publications such as The Journal of Business Forecasting and APICS Magazine. He is also the author of the books 'Predictive Analytics For Business Forecasting' and 'Cultural Cycles'.

Andre Estrella

Johnson & Johnson

Regional Asset Planning Manager - LATAM

Erin Marchant

Collins Aerospace

Associate Director, Global Demand Planning and MRO Materials, Landing Systems

Erin Marchant is the Associate Director, Global Demand Planning and MRO Materials, Landing Systems at Collins Aerospace, located outside of Dayton, OH. She has over a decade of varied experience in Supply Chain, from strategic sourcing to material planning, production scheduling to her favorite area, demand management. Erin holds a B.S. in Economics from Heidelberg University, an MBA from Ashland University and a M.S. in Information Architecture and Knowledge Management from Kent State University.

Angela Stratton, CPF

Erwin Hymer Group North America, Inc.

Director of Scheduling & Operational Planning

Tina Burke

Intel Corporation

Analytics, Modeling & Reporting Lead

Tina is currently a Senior Demand Planning Analyst at Intel Corporation. Her professional experience is interwoven among operations and supply chain, as well as information technology. Her career has seen her work for a range of global multinationals including Boston Scientific, Nestlé, Citrix Systems and Google, covering a variety of roles including master scheduler, demand planner and S&OP manager and assuming responsibility for the monthly S&OP process, statistical forecasting, production scheduling and more. A data aficionado, she taught herself SQL to pull reports and build analytics to improve decision making. Tina is an ASCM Certified Supply Chain Professional, holds an undergraduate degree in Finance and Operations, and a Master’s in Business Management.

Dr. Kenneth Kahn

Virginia Commonwealth University

Senior Associate Dean - School of Business

Kenneth B. Kahn, Ph.D. is a Professor of Marketing and Senior Associate Dean of the School of Business at Virginia Commonwealth University. His teaching and research interests address product innovation, product management, and demand forecasting of current and new products. He has been published in numerous journals including the Journal of Product Innovation Management, Journal of Business Research, and Business Horizons. He also authored the books Product Planning Essentials and New Product Forecasting: An Applied Approach, and served as editor of the PDMA Handbook on New Product Development. Prior to joining Virginia Commonwealth University, Kenneth was a Professor at Purdue University and Assistant Professor at the University of Tennessee. He holds both a bachelor’s and master’s in Industrial and Systems Engineering, and a PhD in Marketing.

Elizabeth Knox, CPF, CPA

BASF

Senior Demand Planning Manager

Elizabeth Knox has 17 years of demand planning experience that spans various industries including chemical (BASF), OTC (Bayer) and luxury fragrances (Unilever Cosmetics Co). In her current role, Liz manages the demand planning for BASF's North America Health & Nutrition division, leads a global demand planning community that drives best practices and is an active member of BPOG's Forecasting work stream within its Supply Partner Phorum. Liz has held key player roles on various project teams including system upgrades and development of forecasting software. Prior to moving into the demand planning arena, Liz earned her accounting degree and worked as a public and private accountant. She holds IBF Certified Professional Forecaster certification and a Certified Public Accountants license. She holds a Bachelor of Science in Management, Accounting and Finance.

Charles Chase, CPF

SAS Institute

Executive Industry Consultant

Mr. Chase is an author, thought leader and trusted advisor delivering demand planning and forecasting solutions to improve consumer packaged goods companies supply chain efficiencies. Prior to that, he worked for various companies, including the Mennen Company, Johnson & Johnson, Consumer Products Inc., Reckitt Benckiser PLC, Polaroid Corporation, Coca Cola, Wyeth-Ayerst Pharmaceuticals, and Heineken USA. He has more than 20 years of experience in the consumer packaged goods industry, and is an expert in sales forecasting, market response modeling, econometrics, and supply chain management. He is the author of several books, including Next Generation Demand Management: People, Process, Analytics, and Technology and Demand-Driven Forecasting: A Structured Approach to Forecasting. In addition, he is co-author of Bricks Matter: The Role of Supply Chains in Building Market-Driven Differentiation. He is also the second recipient of the IBF Lifetime Achievement Award.

Joseph Eschenbrenner, ACPF

Puma

Director of Demand & Supply Planning

Joe Eschenbrenner serves as Director of Demand Planning for Puma North America. Joe's current responsibilities are focused in multiple areas, driving "Speed to Market" and "Holistic Operational Efficiency". He manages Demand and Supply Planning, Merchandising Operations, and Sales Allocations. Prior to joining Puma, Joe was the Global Manager of Demand Planning for the Timken Company which serves diverse industries including Automotive, Heavy Truck, Off Highway, Rail, Wind Energy, Heavy Industries, Power Transmission, Industrial Distribution and Automotive Market. Joe holds an MBA and Master's Degree in Finance from Rensselaer Polytechnic Institute (RPI) as well as a B.A. in Mathematics and Statistics from the University of Connecticut. Joe is a past President of the Automotive Market Research Council and has achieved IBF's Advanced Certified Professional Forecaster (ACPF) designation.

John Gallucci

Bayer Consumer Healthcare

VP, Demand Planning

John Gallucci has over 20 years of business planning leadership experience, and is currently the Vice President of Demand Planning for Bayer’s US Consumer Healthcare Division. He has authored innovative solutions in the areas of S&OP, inventory management, distribution, transportation, network optimization, and customer logistics. He has designed and implemented Executive S&OP and IBP processes in four companies, spanning the chemical, consumer goods, and food/beverage industries. John holds a B.S. with a dual major in Marketing and Business Management from Lehigh University, and has been CPIM certified since 2000. He has been a member of the IBF’s Board of Advisors since 2008, and has served as a speaker and panelist for IBF Executive Forums on the topics of S&OP Optimization, Lean Forecasting, Talent Management, Integrated Demand Signals, and New Product Forecasting. In 2014, the IBF presented John with the “Excellence in Business Forecasting & Planning” award. Recipients of this award are driven by peer-nominations, on the merits of industry thought-leadership, delivering sustainable business results, innovating within the field, and expanding the industry’s body of knowledge, while raising awareness for the field.

Alan Rozendaal

Nike

Director, Demand Planning, Emerging Markets

Madison Smart, CPF

DEMDACO

Supply Chain Supervisor

With a passion for process strategy, Madison enjoys challenging the status quo and collaborating with colleagues to develop better tools, processes, and operational paradigms. Since 2003, Madison has worked in roles within the distribution center and on the supply chain planning team for DEMDACO, an established wholesale gift company with a growing online retail presence. In his current role, Madison manages the team responsible for forecasting and supply planning across DEMDACO’s product categories. DEMDACO’s product is designed by artists to help people connect meaningfully, and it includes the Willow Tree:registered: and Big Sky Carvers:registered: brands along with categories like Baby, Fashion, and Holiday. Madison graduated from Bradley University with a Bachelor of Science in Industrial Engineering. He is a Lean Six Sigma Green Belt (IASSC) and a Certified Professional Forecaster (IBF).

Ruttika Joshi

Manager, Forecast & Inventory Modeling

Mondelēz International

Ruttika is a business savvy data scientist with a background in Marketing Analytics and Demand Planning. Ruttika started her career at a Media Optimization start-up in Manhattan where she built a team from the ground-up, addressing client needs to optimize media-driven brand equity, as well as forecasting business revenue. Currently with Mondelēz International, she leads the Confectionery Forecasting team where she manages four categories and multiple brands, providing actionable insight on revenue and market share growth. Prior to leading the forecasting efforts at Mondelēz International, Ruttika was on the Supply Chain Center of Excellence team where she helped drive inventory cash flow initiatives. She loves to have fun with data and is passionate about using data to drive growth, and bringing people and processes together to achieve that aim.

Beau Whitney

Whitney Economics

Business Operations Expert, Economist

Beau Whitney is the senior economist at New Frontier Data, ananalytics company specializing in the cannabis industry. Beau brings operations skills and cannabis industry experience to help companies in this nascent field develop their operations. He has extensive experience in supply chain, having worked as Supply Demand Manager at Intel and as Operations Manager at TriQuint. It was at these companies he increased production capacity, a skill he is now applying to companies in the cannabis industry, also drawing on his experience as Chief Operations Officer and Compliance Officer at a large vertically integrated, publicly traded cannabis company. His expertise in cannabis includes growing, extraction, edible manufacturing andwholesale, and retail distribution operations. Beau is also professor of Economics at the University of Phoenix. As an economic and policy analyst, his Whitney Economics and New Frontier Data white papers analyzing the cannabis market have been referenced in Forbes Magazine, USA Today and The Washington Post.

Raul Pantoja

Merck KGaA

Global Planning Director

Raul Pantoja is Global Planning Director for the Consumer Health Division at Merck KGgA. He is a supply chain professional with 15 years of experience in supply chain management including: supply and demand planning, Integrated Business Planning (IBP/S&OP), network design, inventory and cost optimization, process excellence, project management, supply chain analytics, strategy and talent development. He has led teams in domestic and international operations for consumer goods and pharmaceuticals companies. Prior to joining Merck, Raul held different supply chain roles in companies like Baxter Wyeth and Kraft Foods. He holds a master’s degree in Supply Chain Management from Pennsylvania State University and a bachelors in Industrial Engineering from University ICESI in Colombia. He is an APICS Certified Supply Chain Professional (CSCP) and a Lean Six-Sigma Green Belt.

Berenice Bortoni

Heineken USA

Director of Demand Planning

Jennifer Wang

Allergan

Vice President, Global Planning

Jen Wang is a senior supply chain executive with experience in biopharmaceutical, consumer product and medical device businesses. She has implemented S&OP processes for a variety of companies and built sustainable relationships with executive leadership teams, manufacturing sites, and other stakeholders throughout her career. Most recently, as Vice President, Global Planning at Allergan, Jen led a global team of 100 people located across five regional hubs. In this role, she created a supply chain transformation roadmap including the design and implementation of a global planning system and global planning process, reporting and analytics tools. Prior to this, she was Executive Director, Planning for Watson/Actavis Global Generics, and before this, Director, Supply Chain Planning for Johnson & Johnson’s $200M prescription dermatology business. Jen earned an MBA from Harvard Business School and a holds a BS in Civil Engineering and Operations Research from Princeton University.

John Hellriegel, CPF

Institute of Business Forecasting & Planning

Sr. Advisor/Facilitator

John Hellriegel is a Senior Supply Chain and Demand Planning, CPF leader with over 25 years of experience across multiple industries. He is currently an Adjunct Professor at Rutgers University. He has worked across industries for companies such as Estee Lauder, Honeywell, Diageo, Pepperidge Farm, Accenture, and GE. John has worked in demand planning, inventory optimization, capacity planning, deployment planning, and SIOP development. John is passionate about developing people within companies to lead change. John lives in Mendham, New Jersey with his wife and two boys.

Grant Hoffman, CPF

Lenovo

Corporate Vice President of Business Operations

Grant Hoffman is a veteran of Supply Chain with over 25 years of experience in consumer packaged goods (CPG), automotive, and consumer electronics. He is currently the VP and Head of Supply Chain for Lenovo’s Mobile Phone business unit. Prior to joining Lenovo he worked at Motorola, Google, Continental AG and Del Monte Foods. Grant holds an undergraduate degree in business and an MBA from Northern Illinois University. He is 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. Grant is a Certified Professional Forecaster (CPF).

Alan L. Milliken CPF

Institute of Business Forecasting & Planning

Sr. Advisor/Facilitator

Alan has over 30 years of experience in manufacturing including production, logistics, quality and process control, industrial engineering, operations planning, and operator training. As a supply chain consultant at BASF, he has participated in major re-engineering of business processes, integrations of acquired businesses, and process improvement projects, twice receiving the BASF Chairman’s Gold Award for his efforts. Now, Alan shares his knowledge and experience in BASF in his role as Supply Chain Education Specialist, a position he has held for the last 20 years. He is also a Senior Advisor/Facilitator for IBF’s Certified Professional Forecaster program and serves as a subject matter expert for the course content and examinations. He is also a trainer for ASCM’s Supply Chain Professional program. He holds a degree in engineering and an MBA. Alan was the 2019 recipient of IBF's Lifetime Achievement in Business Forecasting & Planning.

Sara Park

The Coca-Cola Company

Vice President, Exec S&OP, Forecasting COE and Supply Chain 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.

Sylvia Starnes, CPF

Continental Tire

Demand Collaboration Manager

Sylvia Starnes serves as the Senior Demand Collaboration Manager at Continental Tire. She holds a B.A. in Business Administration from Monlieat College and is certified in Production and Inventory Management (CPIM) and Certificated Supply Chain Profession (CSCP) by APICS, and is an IBF Certified Professional Forecaster (CPF). Sylvia has 20 years of experience with Supply Chain and CPFR.

Jonathan Schwartz, CPF

WD-40

Supply Chain Analysis Manager

Jonathan has been with WD-40 Company since 2010 and almost immediately gained the opportunity to create the S&OP process from scratch and build the systems and processes required to support it. In his current role, he manages the collaborative forecasting process, participates cross-functionally to build the annual financial plan, ensure reasonable forecast processes and systems through continuous improvement activities. His responsibilities as Demand Manager also include identifying opportunities within the organization to grow sales, decrease inventory, and improve EBITDA. Jonathan is an IBF Certified Professional Forecaster(CPF) and holds a degree in Business Administration.

Kim Kaufman

Owens Corning

S&OP Leader: Components

Andrew Morrin

Owens Corning

Sales & Operations Execution Leader

Andrew currently holds the title of Sales & Operations Execution Leader within Owens Corning’s Roofing Components business. He leads a team of global material planners and schedulers with a focus on executing the future 90-day planning horizon. In his 9 years of supply chain experience, he has worked in various functions including manufacturing, S&OP, customer operations, and material planning, mostly in a global supply chain environment. He has held a variety of positions at Owen’s Corning, starting out as Manufacturing Supervisor and Warehouse Specialist before working as North America Commercial Forecast Lead, then Global S&OP Planner and other related roles. He then assumed a role as End-to-End Supply Chain Leader before taking up his current position as S&OP Execution Leader. Andrew holds a Bachelor of Science in Logistics, Materials and Supply Chain Management/Marketing from Central Michigan University.

Zachary Smith

Handcraft Manufacturing

Director of Demand Planning & Replenishment

Zachary has over 15 years of business planning leadership experience and is currently the Director of Demand Planning & Replenishment for Handcraft Manufacturing. In addition to leading the demand and replenishment planning teams at Handcraft, he manages the customer ordering process, inventory management, and the supply chain technology teams. Zachary previously was the Supply and Demand Team Leader for Micron Technology's multi-billion dollar computer memory module business. He has served as the business expert on several enterprise-planning software implementations and led the design and implementation of the demand planning and replenishment processes at both Micron and Handcraft. Zachary has a BA from Brown University and an MBA from Lehigh University. He is an IBF Certified Professional Forecaster.

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.

Eduardo Fusco

P&G Healthcare

Demand Planning Coordinator

Eduardo is a supply chain planning professional with experience in demand planning, material and inventory planning and international trading (export & sales) for a variety of multinational companies. Eduardo is currently Demand Planning Coordinator for P&G Healthcare Business Unit, providing a mixture of OTC and RX products in emerging markets. He manages planning amid a challenging environment where political and economic crises affect local markets and make demand very unstable. His previous roles include Senior Supply Chain Analyst at Baxter Healthcare and Material Planning Analyst at Avon Cosmetics. Eduardo holds a master’s degree in Economics and Business from Birmingham University in the U.K, and is currently studying for ASCM (formerly APICS) certification.

Pete Bennett

Cardinal Health

Global Director of Supply Planning

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.

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

Ashley Furniture

VP of Integrated Business Planning

Steven has over 20 years’ experience in global multi-site supply chain planning for Fortune 100 & 500 manufacturing companies. Steven has built up a wealth of knowledge and expertise in retail consumable goods, chemical materials and medical device products. He has also led numerous S&OP implementation and enhancement projects throughout his career. He currently serves as the Vice President of Integrated Business Planning at Ashley Furniture, the largest manufacturer of furniture in the world that offers one of the industry’s broadest product assortments at over 20,000 storefronts in 123 countries. Prior to this, he held Supply Chain directorial roles at Newell Brands, Jarden Applied Materials and Honeywell. Steven is an IBF Certified Professional Forecaster.

Patrick Bower

Combe Inc.

Sr. Director, Global Supply Chain Planning & Customer Service

Patrick Bower has a wide area of expertise, including S&OP, Demand Planning, Inventory, Network Optimization, and Production Scheduling. A recognized expert on demand planning and S&OP, and a self-professed “S&OP geek” - Patrick was previously Practice Manager of Supply Chain Planning at the consulting firm, Plan4Demand where his client list included Diageo, Bayer, GlaxoSmithKline, Pfizer, Foster Farms, Cabot Industries and American Girl. Patrick’s experience encompasses tenures with Cadbury, Kraft Foods, Unisys, and Snapple. Patrick also worked for the supply chain software company - Numetrix, and was Vice President of R&D at Atrion International. He was also the recipient of IBF’s 2012 award for Excellence in Business Forecasting & Planning.

Chad Schumacher

Kellogg’s

Global Lead Enterprise Analytics

Chad is an experienced analytics and programming expert, with extensive exposure to a variety of roles in analytics, Supply Chain, and Planning. With an academic background in Finance and Statistics, Chad’s career includes management roles in application development, leading a team of developers at Dlt Database Designs. It was here that he project-managed the creation and deployment of a variety of applications to support Finance, Sales and Operations, and Demand Forecasting functions. This experience led him to an analytics role at Kellogg in 2005, assuming the position of Sales Modeling & Analytics Manager. He has worked at Kellogg ever since, moving on to Director of Sales & Modeling, then Principal Data Scientist and then on to his current role as Sr. Director of Global Analytics. Chad holds a degree in Finance and Statistics from Western Michigan University.

Jay Schmidt

Leupold & Stevens

Manager, Purchasing and SIOP

Jay is an experienced supply chain professional with 10 years of progressive experience including demand planning, forecasting, inventory and production capacity planning roles with Johnstone Supply, LaCrosse Footwear and Emerald Kalama Chemical. He started his career as a Kaizen Consultant for LaCrosse before taking on a role as Supply Chain Manager at Johnstone Supply, before becoming Director of Global Demand and Supply Planning at Emerald Kalama. In his current role at Leupold & Stevens, he is responsible for developing and executing a company-wide Sales, Inventory and Operations Planning (SIOP) process. Jay holds a bachelor’s degree in Accounting & Finance and a master’s in Financial Analysis from Portland State University.

Adam Siegel

Cultivate Labs

CEO

Adam Siegel is the CEO and Co-Founder of Cultivate Labs. He has been working in the crowdsourcing space for more than 10 years since starting his first company, Inkling Inc., in 2006. Inkling, funded by Y Combinator, focused on crowdsourced forecasting using prediction markets. Cultivate Labs recently acquired Inkling to become the largest crowdsourced forecasting company in the U.S. Prior to this entrepreneurial endeavor, Adam spent a decade as a management and technology consultant at Accenture. Adam is a thought-leader on internal crowdsourcing, advising Fortune 100 clients and the U.S. intelligence community. He regularly speaks at conferences, including O’Reilly Tech, and the State Department’s Moneyball Diplomacy event, as well as at top business schools. Adam earned a B.A. in Political Science from Indiana University.

Misty Doan

Escalade Sports

Supply Planning Manager

Misty is the Supply Planning Manager at Escalade Sports with over 20 years of experience in Demand and Supply Planning. She leads demand review meetings, product review, inventory and executive S&OP meetings as part of the S&OP process. Her experience covers multiple industries including packaging, food, beauty products, party supplies and sporting goods. Misty led the implementation of the inventory and replenishment modules of Arkieva at Escalade. Prior to joining Escalade in 2018, Misty worked as Demand Planning Manager at multibillion-dollar consumer packaging company Berry Global, and prior to that, as Inventory Planning Manager at cosmetics company Coty. Misty holds degrees from the University of Queensland and the University of Illinois.

Carl Turner

Mayne Pharma

Vice President, Supply Chain Management

David Hovey, CPF

Hostess Brands, Inc.

Senior Director Planning and Services

David Hovey is an IBF Certified Professional Forecaster (CPF) who provides a broad knowledge base in the areas of Demand Planning, Process Design and Deployment, Building High Performing Teams, and Connecting Supply Chain parties end-to-end within the organization. Since joining Hostess Brands in 2013, he has helped support the redemption of an iconic consumer brand by connecting cross functional teams that excel with high inventory turns, customer focus, and partnership with everyone downstream who has to execute the Demand Plan. In his role, David has oversight over Demand Planning, Supply Planning and Scheduling, Materials Management, and Customer Services. He is a regular at Supply Chain conferences and is looking forward to sharing a piece of Hostess' great turnaround story.

Jody Rogers

Charles River Laboratories

Director-Integrated Business Planning

Jody has been implementing S&OP processes at multiple companies for over 20 years, and has great depth of experience across all aspects of Supply Chain Planning and execution. For the last year, she has been leading Charles Rivers along an end-to-end Integrated Business Planning journey. In addition to S&OP, Jody has held responsibility for Demand Planning, CPFR, Production Planning, Materials Management, Logistics and Customer Service Management, working in the Automotive and Consumer Packaging industries, and now in the Pharmaceutical and Biologics industries. She serves on the APICS Charleston Chapter board, is certified in Production and Inventory Management (CPIM) and is a Certificated Supply Chain Professional (CSCP) and is currently pursuing IBF Certified Professional Forecaster designation (CPF). Jody holds a degree in Management and Communication and holds an MBA.

Michael Mastroianni

Medtronic

Vice President, Global Supply Chain Planning

Glenn Pascrell

Citizen Watch America

Senior Vice President, Merchandise Planning & Market Analytics

Glenn Pascrell is the Senior Vice President of Merchandise Planning and Market Analytics at Citizen Watch America. He is responsible for merchandise planning, inventory management, purchasing and product pricing for the US market. Competitive market research and analytics is his newest area of responsibility in this role. Prior to CITIZEN, Glenn held key merchandising and planning positions (including Director of Planning and Forecasting Manager roles) with Pfizer, VF Corporation and Cambridge Information Group. Glenn holds a bachelors’ degree in English Literature and Philosophy and a master’s degree in International Economics from Fordham University.

Robert Kelly

Coty Inc.

VP Go-to-Market Luxury Supply Chain

Tonilee Adamson

With Grace Hospice, Inc.

Chief Clinical Director and COO

Tonilee Adamson is the Chief Clinical Director and COO of With Grace Hospice, Inc., a California-based corporation specializing in healthcare treatment for palliative care nursing and hospice services. Her responsibilities include staffing, daily in-take procedures for new patients, networking with organizations, and keeping the financial health of the company on track. Tonilee is a former ICU nurse, an administrator of healthcare services, and a chaplain to patients and families, visiting hospitals, hospice centers and homes throughout Southern California. She is a Registered Nurse, BSN, and has a Master of Divinity, along with certifications in post-traumatic stress debriefing, CPR, and counseling.

Bobbye Brooks

Media 4 Women Enterprises, Inc.

President & CEO

Bobbye Brooks is President & CEO at Media 4 Women Enterprises and consultant to Fortune 500 companies. She spent much of her career working for Cornerstone, a commercial management and consulting firm, as Chief Operations Officer. She now runs Media Enterprises, consulting for companies on operations, sales, financial reporting, technology evaluation, legal, HR, public relations, capital investments and more. Bobbye is a regular on radio and television, and in digital and print publications. She holds an MBA from San Diego State University and a bachelor’s degree in Psychology and Chemistry from Murray State University.

Natalia Aguirre

Grupo Familia

Director Business Analytics

Natalia Aguirre is the Business Analytics Director of Grupo Familia, a CPG Company specializing in generating well-being through hygiene and cleanliness solutions via many household brands. Natalia is responsible for leading the analytics efforts for marketing and sales, unlocking strategic opportunities to support effective decision making. Prior to managing predictive analytics, she was category manager for several categories in Grupo Familia. Natalia holds an MBA from US-EAD Westfield Business School and a business administration degree from Eafit University in Colombia.

Dr. Klemen Cas

KAPUA Inc.

Founder & CEO

Dr. Klemen Cas is founder and CEO of KAPUA Inc., a company that has its roots at Stanford University where he and his team explored the possibilities of autonomous forecasting. Klemen oversees the product vision and works with international clients who use KAPUA solutions to improve their forecasting accuracy. Klemen’s experience spans 20+ years in the field of business process design and predictive analytics. With his previous firm, ECENTA, he advised international corporations on utilizing SAP enterprise solutions in forecasting, analytics and customer relationship management. He holds a doctorate in Economics and Social Sciences from the University of Erlangen-Nurermburg and is a Sloan Fellow at Stanford University.

Rick Davis

Kellogg’s

Vice President and Global Lead, Office of Data Acquisition and Governance

Rick has led multiple efforts for continuous improvement in demand planning, demand sensing, and technology solutions for Kellogg USA. He also leads the Sales Technology Council for Kellogg Sales Company. Rick joined Kellogg Company in 1990 as a sales representative and has held numerous positions in field sales and HQ, in both account management and sales management positions.

Best Practices Conference
Leadership Forum
IBF Member Tutorial

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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 — VANGUARD

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

Past IBF Speakers

Garry O. Ridge
(Keynote Presenter)

WD-40

CEO & Director

Tim Hotze

Target

SVP Global Network Planning and Global Intelligence

Lori Anter, MBA, CPF

Cardinal Health

Director, Demand Planning

Past Conference Schedule

Tutorial

Oct 19, 2021
Leadership Forum

Oct 20, 2021
Conference Day 1

Oct 21, 2021
Conference Day 2

Oct 22, 2021
Exam Day

Oct 23, 2021

IBF Members Only

8:00 AM - 9:00 AM

TUTORIAL REGISTRATION

9:00 AM - 5:00 PM

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

MORNING | 9:00 AM–12:10 PM

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

S&OP & FORECASTING PROCESS

Process design and interfaces
Cross-functional involvement and consensus building
Forecaster competencies & skills
Forecast user Information needs
Risk and error tolerances

FORECAST ERROR MEASUREMENT

Importance of error measurement and analysis
Sources and remediation of error
Interpretation and application of error metrics
Mean Absolute % Error (MAPE)
Weighted Mean Absolute % Error (WMAPE)
Error analysis and cost of error

DATA MANAGEMENT AND DATA CLEANING

Data identification and definition
Structure of time series data
Data collection and analysis
Identifying and adjusting for anomalies

12:15 PM–1:15 PM | LUNCH

AFTERNOON | 1:20 PM–4:30 PM

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

REGRESSION ANALYTICS – FORECASTING AND EVALUATING CAUSES OF VARIATION IN DEMAND

An Overview of Regression Analysis
Advantages and disadvantages
Application in estimating effects of promotions, pricing, advertising, and other program actions

NEW PRODUCT FORECASTING – FORECASTING OVER LONGER TIME PERIODS WITH GREATER UNKNOWNS

Challenges of New Product Forecasting
Product lifecycle structure and estimation
Qualitative forecasting methods
Overview of Quantitative and Qualitative forecasting methods
Expected error and accuracy

5:00 PM - 7:00 PM

EARLY LEADERSHIP FORUM REGISTRATION

Pricing

Super Early Bird Rate

(Expires in 183 days, 11 hours)

SILVER PACKAGE

$1,699.00

$1,499

Member’s discount: -$100

GOLD PACKAGE

$1,849.00

$1,649

PLATINUM PACKAGE

$2,299.00

$2,099

Member’s discount: -$100

DIAMOND PACKAGE

$2,449.00

$2,249

4TH FREE - DIAMOND GROUP

(4 PERSONS FOR PRICE OF 3)

$7,347.00

$6,747

DIAMOND CERTIFY PACKAGE

$3,674.00

$3,474

DIAMOND PACKAGE GROUP

(2 PERSONS)

$4,798.00

$4,398

PLATINUM GROUP PACKAGE

(2 PERSONS)

$4,498.00

$4,098

Leadership Forum Only

$1,399.00

$1,199

Member’s discount: -$100

Leadership Forum Only Group

(2 PERSONS)

$2,748.00

$2,348

LEADERSHIP FORUM

OCTOBER 20, 2021

VIP LEADERSHIP DINNER & RECEPTION |OCTOBER 20, 2021

BEST PRACTICES CONFERENCE

OCTOBER 21-22, 2021

BREAKFAST & LUNCH

COCKTAIL RECEPTION

OCTOBER 21, 2021

1-DAY FORECASTING & PLANNING TUTORIAL

( OCTOBER 19, 2021 (ACTIVE IBF MEMBERS ONLY)

IBF MEMBERSHIP

(1 YEAR)

CPF CERTIFICATION EXAMS

3 EXAMS

BOOK: FUNDAMENTALS OF DEMAND PLANNING & FORECASTING

(FREE SHIPPING)

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