apics northeast district meeting mahwah, nj may 16, 2015

APICS Northeast District Meeting

Mahwah, NJ

May 16, 2015

2 © APICS Confidential and Proprietary

Gary Pezzuti will lead us in the

Pledge of AllegianceGary served in Vietnam with the 1st Cavalry Division – Airmobile as a Machine

Gunner and Infantry Squad Leader receiving the Combat Infantry Badge, an Air Assault Medal, an Army Commendation Medal and a Purple Heart.


Roll Call of Chapters

Anthony Zampello CPIM, CIRM, CSCP

NED Volunteer Leadership Team Communications


Joost Vles (pronounced yost fles)1. Born and Raised in Western New York (Buffalo)2. Attended UB, Houghton, and UB again (MBA)3. Career path:

A. Started in Computer Science (programming)B. Joined APICS in 1988 (27 Years ago)C. Inside Sales Manager, Customer ServiceD. Director of Operations (Plant Manager) at American BrassE. APICS Buffalo Board of Director since 2007 (President

2011-1014)F. Now: Supply Chain Manager at Moog, Inc. in East AuroraG. Now: Teaching APICS CPIM modules in BuffaloH. Now: Teaching Operations Management in UB’s PMBA

programI. Now: APICS Northeast District Manager

4. Family:A. Wife of 24+ Years, CherylB. Son, Quinten (14) and Daughter Skylar (11)


Northeast District – Volunteer Leadership Team

1. Joost Vles District Manager

2. Jennifer Kevlin Student Case Competition

3. Reed DuBow Finance / Logistics

4. Donna Gioffre Special Projects

5. Anthony Zampello Communications

6. Quinn Golden Web Site/Communications

7. Chapter Improvement Leaders (Ski Instructors)

a) Tom Barry CBAR Coach

b) Joe Shedlawski Instructor Focal Point

c) Ron Calanni Strategic Planning

8. You!


Review of the day1. Chapter updates & anniversaries2. 2016 Student Case Competition update3. APICS Corporate updates

a) Board of Directors b) District Manager Committee

4. Dean Martinez, Executive Vice President, Education and Certification (and primary legal advisor for APICS)

5. break

6. DBDM update (February Q&A)7. North American Channel Partner Agreement –

Webinar8. lunch

9. PURPLE-OCITY (Michael Ford)10. Chapter Improvement Team11. break

12. SCOR13. Wrap up


Flash Drive Contents

1. This presentation by Joost Vles (1 file)

2. APICS Updates by Dean Martinez (1 file)

3. Purple-Ocity abstract by Michael Ford (1 file)

4. CBAR templates by Tom Barry (2 files)

5. Strategic Planning by Jeff Ball (4 files)

6. SCOR Marketing & Case Studies (8 files)

7. Darinda Ehrlich - N.A. CPS – CBOX link (1 file)– http

://www.apics.org/sites/cbox/corporate/from-apics-corpora

te

8. APICS 2015 Las Vegas (1 file)

9. DBDM Q&A review from February (1 file)

http://www.apics.org/sites/cbox/corporate/from-apics-corporate




Monadnock ChapterIt is with great sadness that I acknowledge the closing of the Monadnock Chapter. To: President: Wade McAllister

VP, Finance: David Deschenes

I want to personally say thank you for your leadership during this difficult time and to say thank for your generous gift to the Northeast District’s Student Case Competition. These funds will benefit the students of our district for the next three years.

We know that you tried your best to prevent this day, and we appreciate your efforts. You are valued members of APICS and I am confident that you will make any Chapter that you choose to affiliate with stronger.

APICS Northeast District ManagerJoost Vles, CPIM, CSCP


Chapter Anniversaries

1. New Haven 30 Years (5/15/1985)

2. Maine 35 Years (10/24/1980)

3. Tappan Zee 50 Years (5/5/1965)

4. South Shore 55 Years (11/1/1960)

5. Elmira 55 Years (11/1/1960)

6. Rochester 55 Years (6/29/1960)

7. Worcester County 55 Years (3/17/1960)

8. Buffalo 55 Years (3/15/1960)

9. Western Massachusetts 55 Years(1/7/1960)


Northeast District KPI’s testing WuFoo tracker

1. Increase Attendance by 5% year over year

2. Increase TTT/LDI offerings

3. Technology Training for Chapters: Help with NPS (Net

Promoter Scores)

4. 100% Compliance on CPA/C-Bar

5. Volunteer Development

A. Training

B. Webinars

C. Board Development

6. Student Chapter KPI’s


CPA/CBAR Submissions

Chapter submissions due July 31st

[email protected]

Required Documentation for CPA

1. Financial Letter of Financial Responsibility/ Letter of Financial Assertion, Appendix B in CPA

2. Annual Letter of Compliance, Appendix C in CPA


District Meetings & Conference

1. May 15 & 16 West Jersey (You are here)

2. September 18 & 19 Ottawa, Ontario Canada

3. October 5 – 7 Las Vegas (Monday-

Wednesday)

4. March 4 & 5, 2016 Albany (Student Case

Competition)


2015 – 2016 District Event Schedule

September 18 & 19, 2015 Ottawa, CanadaJoint District Meeting of the Canadian and Northeast Districts

September 19 & 20, 2015 Ottawa, CanadaLearning Dynamics for Instructors Course

Mark your calendars now!!

All Events at the Hotel Fairmont Château Laurier which stands as a testament to this dynamic, thriving city.

Located next door to the Parliament Buildings and close to ByWard Market, Gatineau Park and many other Ottawa destinations.


Chapter Awareness CampaignTimeframe: April—June 2015

Exciting opportunity for chapters to win a complimentary APICS 2015 registration!

The Chapter Awareness Campaign runs April 1 to June 26

APICS 2015 marketing resources will be made available in CBOX

Chapter participation in this campaign pivotal the success of APICS 2015


Chapter Awareness CampaignTimeframe: April—June 2015

The minimum requirements are:

Add the APICS 2015 to your chapter website (two options):

– Add the event dates and hyperlink to apicsconference.org and/or

– Add the APICS 2015 tile ad and hyperlink to apicsconference.org

Send one promotional email or newsletter blurb to your chapter membership promoting APICS 2015


Chapter Awareness Campaign Timeframe: April—June 2015

To enter:

Chapters must submit proof of eligibility to the Channel Partner Services at [email protected] by Friday, June 26, 2015

mailto:[email protected]


The APICS 2015 Leadership Summit

The APICS 2015 Leadership Summit features sessions to help you advance your APICS partner organization

Save the date! The APICS 2015 Leadership Summit is on Sunday, October 4Engaging the new face of APICS– Engaging the new channel model– Engaging new faces– Engaging successful leadership


APICS 2015 Special Pricing

APICS chapters qualify for up to five discounted registrations

$949* when you register by Friday, July 31

$1,049* when you register after Friday, July 31

*Additional $50 discount with a hotel reservation in the APICS room block at The Mirage.

Discount Codes:

LVNVJ -- Leadership Summit Only LVNVJ1 - Leadership Summit discount

See you in Las Vegas!


8th Annual NED Student Case Competition

Mark your calendars now!!

March 4 – 5, 2016 Albany, NY

Case Competition Reminders:

Student, Chapter & Sponsor Information/Marketing available in September

Team Registration will begin October 12th

Simulation Format Simulation rounds begin week of February 22nd

This summer don’t forget to budget for your Chapter’s vital financial support to hold this event for ~112 Students each year.


2015 APICS International Student Case CompetitionDonation to the 2015 NED Student Team from Mid-Hudson Chapter in loving Memory of Joan

Marie ClarkOn 16 June 2014, Joan Marie Clark, wife of Jim Clark , CFPIM, CIRM passed away. She and Jim had been married for 58 years. Jim's job took him all over the world and the United States and Jim had a committed relationship with APICS, delivering thousands of hours of education, writing many APICS International Conference presentations/papers. None of this could have been done without Joan's commitment to Jim's career.

She juggled raising a family, a job, and being Jim's partner in life. Jim's contributions to APICS were also Joan‘s.

It's in remembrance of Joan's support of Jim's lifelong commitment to APICS that the Mid-Hudson Chapter is making a donation to the Northeast District APICS Student Team. It's our final farewell to a true lady, mother, grandmother, working professional, and quiet supporter of APICS.


2015 APICS International Student Case CompetitionDonation to the 2015 NED Student Team from

‘Friends of Rick’

On 23 July 2014, Rick Haniszewski, a cherished husband, father, papa and friend passed away. He will be sadly missed by many dear family and friends.

Rick’s dedication to APICS and the Buffalo Chapter was second to none and he served his Chapter in many rolesover the years. Rick was also willing and able to provide his humor, light heartedness and hijinks to many APICSNortheast District Meetings.

In remembrance of Rick’s dedication and commitment to APICS, ‘Friends of Rick’ are making a donation to the Northeast District APICS Student Team and a celebratory cheer to his lasting memory.


District Meetings & Conference

1. May 15 & 16 West Jersey (You are here)

2. September 18 & 19 Ottawa, Ontario Canada

3. October 5 – 7 Las Vegas (Monday-

Wednesday)

4. March 4 & 5, 2016 Albany (Student Case

Competition)

1. AST&L

2. SCOR

3. NA CPS

4. DBDM

APICS Updates


AST&L Merger


SCOR


North American Channel Partner Strategy

Current APICS Chapters

LLCs & Consulting Firms

Premier Channel Partner

Channel Partner

Premier NFP Channel Partner

NFP Channel Partner

NFP Network Partner

• Premier price discounts• Membership sales commission

• Price discounts• Membership sales commission

• Premier price discounts• Membership rebates• Sales assistance (DBDM)

• Price discounts• Membership rebates• Sales assistance (DBDM)

• No price discounts• Membership rebates• Sales assistance (DBDM)

Qualified Instructors

Channel Partner Organization (For

Profits)

Local Channel Partners (Chapters)

Focused on engaging through members

Focused on sales & delivery


Chapter Heat Maps

Struggling/ClosedNetwork PartnerChannel PartnerPremier Partner

NE1 NE2 NE3NE4 NE5 NE6NE7 NE8 NE9NE10 NE11 NE12NE13 NE14 NE15NE16 NE17 NE18NE19 NE20 NE21NE22 NE23 NE24NE25 NE26

Northeast District


DBDM Hiring Update(District Business Development Manager)

Active:Pacific-Western / CanadaTerra Grande / Southwest

Candidates: 4 for Greatlakes / Heart land district, 2 Mid-Atlantic / Northeast3 Southeast

Interviews are being covered by:Henri's team as appropriate, Corp. Services (Dominick) only to explain the sales

pipeline, and Current DBDM's (A day in the life…)

9:05 – 10:20

APICS Updates

Dean Martinez

10:35 – 11:30

DBDM Q&A from February 2015

Joost Vles


DBDM Q&A review from February

Q: How is ‘home’ zip determined? Are there territories or ownership of areas?

This is an important question, and the answer will likely help us to answer the rest of the questions on this list. First a point of clarification – “Home” implies a residential or business location. Since most chapters do not have a bricks and mortar location, we provide potential customers with a chapter’s primary meeting location. That is where they hold PDMs, or deliver training. We ask each chapter to identify this location by completing the profile page in APICS Partner Connect.


DBDM Q&A review from February

Q: If an instructor teaches outside of his or her ‘home zip’, where do the sales dollars go?

The revenue follows the opportunity - thus it would go to the chapter booking the opportunity. The instructor would be paid by the chapter selling the deal out of the revenue collected - and at a pre-agreed rate. This agreement is between the Chapter and the instructor - APICS has no involvement in it. The instructor is in essence a contracted resource and an expense that would be part of the sale.

If the DBDM sells the deal and the Chapter is a full opt-in then the DBDM would help facilitate the agreement with the instructor and be sure the instruction fees are accounted for as part of the deal costs.

Collect questions for Joost to take to APICS

Corporate

10:35 - 11:30 N.A. CPA - webinar

Lunch11:30 – 12:30

Illusions Restaurant1st Floor

Purple-Ocity12:35 – 1:55 p.m.

Craigmere12th Floor

Collect questions for Joost to take to APICS Corporate

3:15 - 4:00 SCOR Webinar & discussion

4:05 - 4:30 Wrap-Up

Next Meeting is in Ottawa, Canada

September 18 & 19, 2015

apics northeast district meeting mahwah, nj may 16, 2015

Documents

apics confidential

apics updates

file slide

apics corporate updates

teaching apics cpim

proprietary monadnock

proprietary review

proprietary roll