june 14-15, 2016 s&op analytics and forecasting summitestablish integrated business planning through...

LEARN. CONNECT.

TRANSFORM.

Reasons to Attend

Our forums allow attendees tolearn and share best practices,walk away with real-concrete,actionable solutions and expandtheir professional skill sets. Theagenda allows you to choosebetween multiple break outsession options so you and yourteam can converse and interactwith other attendees andpresenters. By attending, you andyour group will walk away withinvaluable-actionable examples,insights and connections that willhelp you tackle challenges in yourcurrent role.

Unique Format

Our two-day S&OP Analytics and Forecasting Summit is comprised oftwo focused tracks with multiple session topics. Each session is led by atop practitioner in his/her industry NOT a vendor pitching their productsor services. Our summit allows attendees to learn and share bestpractices and walk away with real-concrete, actionable solutions andexpand their professional skill sets. The high level of attendee/speakercollaboration and engagement at the summit truly makes this a uniqueand favorable offering.

The S&OP Analytics and Forecasting Summit is also part of our flagshipBusiness Forecasting and Analytics Forum which is comprised of twounique events; the Financial Forecasting, Analytics and TransformationSummit and the S&OP Analytics and Forecasting Summit.

Along with the excellent learning and networking opportunities, yourtuition fee covers a full, hearty breakfast, lunch, snacks and refreshmentsfor both days. Also, stay after the last session on day 1 for our networkingreception and relax with drinks while you network with your peers in avendor-free atmosphere.

We understand not everyonelearns at the same pace ordelivery method. Our learningsessions range from 1 hourkeynote sessions, to longerworkshop sessions andinteractive group dialogue anddiscussion sessions that offermore hands-on, interactivelearning. These sessions aredesigned to help each attendeeget the absolute most out of theother attendees and speakers.

What's Included

Along with the excellent learningand networking opportunities,your tuition fee covers a full,hearty breakfast, lunch, snacksand refreshments for both days.Also, stay after the last sessionon day 1 for our networkingreception and relax with drinkswhile you network with yourpeers in a vendor-freeatmosphere.

9:30 am 15 Minute Networking and Refreshment Break

20-year-oldMarianne Teigenrecently publishedher first youngadult novel, andin only a month,it has reached theNew York TimesBestsellers list.

7:45 am Registration and Breakfast8:15 am Welcome and Opening Comments



8:30 am Opening Keynote: Building a High-Performance Forecasting TeamCreate a highly adaptive team while fostering a culture of creativity and innovation• Develop an effective data management system that promotes stewardship and governance• Streamline data to make advanced analytics available to a broader audience throughout the organization• Create a framework that aligns reporting and analytics to organizational objectives

9:45 am Keynote: The Art and Science of Good ForecastingCombining subjective and objective analysis along with external & internal factors to drive effective forecasting• Incorporating measurement as feedback to improve the forecast – make forecasting a closed loop• Conducting a thorough gap-analysis• Managing organizational knowledge by integrating multiple sources of information

11:00 am Track A: Developing a Collaborative Integrated Planning ProcessBring strategic planning, finance, supply chain, sales, marketing and product development into a unifiedplanning operating model to drive transformational performance improvement decisions• Harmonize financial and operational processes with customer demand• Enable collaborative, cross-functional business decision making across the product lifecycles• Deliver cross-enterprise alignment of planning and execution processes to improve predictability

11:00 am Track B: New Product Introduction and ForecastingAdvanced lifecycle planning and forecasting strategies to meet long-term product requirements• Create a process to manage and track financial liabilities and mitigate risk through new product launches• Align demand forecasts with product introduction• Evaluate the full product lifecycle to forecast short and long-term fluctuations in demand

12:00 pm Lunch


2:00 pm 15 Minute Networking and Refreshment Break

5:00 pm Networking Reception

1:00 pm Workshop: Experience the fundamentals of dealing with “Big Data” using “Data Science”This workshop will walk participants through an interactive session that covers the following:• Introduction to data cleansing and preparation• Segmenting demand to increase forecast accuracy • Segmenting inventory to reduce inventory and increase customer service

2:15 pm Workshop: (Continued) Experience the fundamentals of dealing with “Big Data” using “Data Science”

Achieving the objectives of an effective S&OP process takes aligning many elements correctly. Sometimesthe best way to understand how things need to fit together is to experience it. In this workshop you’llreview the roles, time horizons, and review processes of a monthly S&OP cycle and then step through asimulated “year in the life of S&OP” to experience what effective S&OP feels like. Join this workshop andtake away the experience of effective S&OP along with key concepts that make it work


This workshop will walk participants through an interactive session that covers the following:• Introduction to data cleansing and preparation• Segmenting demand to increase forecast accuracy• Segmenting inventory to reduce inventory and increase customer service

3:30 pm Workshop: A Year in the Life of S&OP



7:45 am Registration and Breakfast8:15 am Welcome and Opening Comments



8:30 am Opening Keynote: Collaborative Forecasting and InsightsEstablish integrated business planning through synchronized forecasting processes• Develop, implement, and manage collaborative forecasts• Establish collaborative planning and forecasting partnerships• Make transparent, interrelated and aligned business assumptions

9:45 am Uniting Strategy, Sales and Market Intelligence in PlanningLinking long-range market opportunity projections with short-term sales targets

11:00 am Track B: Applying Data & Analytic Insights to Customer and Market StrategyDriving decision making and strategy through data insights• Implementing a collaborative data driven focus across business units• Harnessing data and analytics for both internal and external marketing stakeholders• Transitioning from data, to insights to decision making

11:00 am Track A: Using Scenario Planning as a Strategic ToolEnhancing your organization’s competitive position and the ability to adapt to an ever-changing globalenvironment• Helping foster a continual assessment of strategic actions to be taken• Utilizing scenario planning from capital planning to strategic investments to projecting talent needs• Using econometric analysis to enhance the competitive advantage of a business

12:00 pm Lunch




1:00 pm Track A: The Practical Way to Use Your Supply Chain to Drive Share Holder ValueWhile there is plenty of documented research highlighting correlation between companies that achievesupply chain excellence and share holder value, Gartner says that less than 15% of companies even have asupply chain strategy.• 3rd party resources can provide the expertise, technology and business intelligence to gain efficiencies and visibility• Logistics is the largest part of the supply chain, yet typically grossly overlooked

1:00 pm Track B: Combining Lean and Agility to Manage Demand Uncertainty

What are the trends driving the next generation of decision support and how will you prepare for them?

3:15 pm Adjourn

In an increasingly consumer driven market, forecasting effectiveness diminishes rapidly outside of a smallwindow. Procurement and Inventory Control are faced with ever increasing pressures to meet demand,while simultaneously minimizing inventory. Lean pull systems effectively manage inventory levels butoften do so at the expense of Agility to meet unexpected demand. This session will explore methods toimplement lean processes while still being agile enough to react to changes in demand.

2:15 pm Closing Keynote: The Future of Forecasting

Tom Hartley – Market Economics and Intelligence Strategist – Former AVP at McKessonTom Hartley has over 20 years’ experience developing market strategies in high growth and emergingindustries. Most recently at McKesson Health Solutions, Tom led the Market Economics andIntelligence Team. This team led market analysis projects and “Voice of the Customer” programs thatinformed long range strategic planning and new product business cases Tom holds a Bachelor ofScience degree in Business Management from San Diego State University and a MBA in Marketing,Finance and Information Science from Indiana University..

Richie Smith – Manager, Analytics & Strategy, Corporate Partnerships & BusinessDevelopment at Boston Celtics

Kai Trepte – Chief Data Scientist and CTO at Open Black Box (OBB) SolutionsKai has deep experience developing and applying analytics and data science for demand, supply chain,finance and integrated business planning across the value chain. Co-founder of John Galt Solutions anddeveloper of “Forecast X”. Industry experience includes chemicals, material science, bio-science,consumer products and agribusiness, federal agencies and public sector organizations, planning &analytics software development.

Peter Murray – Managing Director – Solutions and Business Development at Open Black Box(OBB) SolutionsPeter has over 20+ years of experience in leadership roles in complex global organizations. Hasled major programs for IBP and demand transformation at DuPont and Dow Chemical. Industryexperience includes chemicals, material science, bio-science, agribusiness, pharmaceuticals,consumer products, fashion, industrial products, electronics and automotive.

Phil Conlon – Director, Demand Planning at Keurig Green Mountain, Inc.Supply chain and operations management professional leading supply and demand planning,fulfillment planning and supply chain system teams to deliver a high level of customer service andoptimal inventory plans that improve cash flow. Driving improvements in supply chain IT systemimplemetation, configuration and adoption. Experience includes project management of largescale network optimization, portfolio optimization, and inventory management initiativesresulting in bottom line and cash flow improvements.

Arik Johnson – Founder and Chairman at Aurora WDCArik Johnson is Chairman of Aurora WDC, the intelligence advisory firm he founded in 1995.After stepping aside as CEO in late 2009, today Arik serves as Managing Director and leadarchitect at Aurora’s R&D lab, think tank network and intelligence policy institute, the Center forOrganizational Reconnaissance (COR).

Tony Reese – Co-Founder at Integrated Business Planning AssociatesTony is the co-founder of Integrated Business Planning Associates and is a visionary leader withpassion for bringing exciting products to market. His early interest in cars led to his first job as anauto mechanic and then into an impressive career in the automotive / motorcycle industry.

Richard Goyette – Principal Consultant at RIWGO Supply Chain ServicesA strong proponent of integrating Lean Manufacturing principles with collaborative supplierrelationships, Rick has over 25 years experience in Supply Chain and Operations with leadingcompanies, such as Intel, Illinois Tool Works and Therm Fisher Scientific. In February 2016 hefounded Riwgo Supply Chain Services.

"I’ve attended 15+ SCIP/Frost & Sullivan

conferences and this has been the most

valuable to me. Practical and

actionable."

"It was great not having 'vendors'

selling/promoting services during

breaks or in speaking sessions."

"Relevant topics and diverse but

relatable group of speakers."

"Informal dialogue and peer learnings

was great! Ability to learn/become aware

of new tools and concepts."

Business Analysis & Planning

Business Development

Business Intelligence

Business Solutions

CEO

CFO

Competitive Intelligence

COO

Demand Planning & Analytics

Executive Director

Forecasting

Market Analysis

Market Intelligence

New Product Business Analytics

Predictive Modeling

Pricing Analyst

Product Management

Product Intelligence

S&OP Demand/Planning

Sales Operations & Business Intelligence

Sales and Marketing Managers

Strategic Initiatives

Strategy & Operations

Supply Chain

VP, Sales

VP, Marketing

And others!

We currently have a discounted room rate for our

attendees. There is a limited amount of rooms at the

discounted rate so reserve today in order to secure

your rate.

You may reserve your room by phone:

1‐866‐324‐6914 (mention the JPK Group name to

receive the discount).

Reserve Your Room online at

https://aws.passkey.com/g/55265755

$299/night

Limited amount of discounted rooms available.

Room block ends May 27th, 2016.

Hyatt Regency Boston

1 Avenue de LafayetteBoston, MA 02111617-912-1234

JPK Group LLC is registered with the National Association of State Boards of Accountancy (NASBA)as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Stateboards of accountancy have final authority on the acceptance of individual courses for CPE credit.Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsorsthrough its website: www.learningmarket.org.

Recommended Field of Study: General

Program Level: Basic

Delivery Method: Group‐Live

Prerequisites: None

Advanced Prep: None

POSTMODERNPAINTING. Stella

alternately paints inoil and watercolor

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DECEMBER 2016

Summit Registration Attendee Participation Rates1 Person - $1,499 total (a $300 discount)2 People - $2,899 total (a $700 discount)

3 People - $3,999 total (a $1,400 discount)4 People - $4,999 total ($2,197 discount)

5+ People - Email [email protected]

Pay by Check

Checks should be made payable to JPK

Group LLC. The mailing address for checks

and tax forms is 11251 Rancho Carmel

Drive #502876, San Diego, CA 92150

Cancellation/Rescheduling Policy

All cancellations made four weeks or

longer from the summit’s start date will be

provided a full refund or credit toward

current or future JPK Group programs.

Any cancellations made within four weeks

of the programs start date will be provided

with credit toward current or future JPK

Group programs.within four weeks of the

programs start date will be provided with

credit toward current or future JPK Group

programs.

Online:JPKGroupSummits.com

Fax: 888-651-9685

Phone: 858-386-0013

june 14-15, 2016 s&op analytics and forecasting summitestablish integrated business planning through...

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