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S&OP Innovation

SummitSeptember 22 & 23 2016 | Boston

Advancing Partnerships For S&OP Excellence

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ABOUT THE EVENT

Overview

September 22 & 23, 2016

Westin Copley Place, 10 Huntington Avenue, Boston,MA 02116

#SOPBoston

S&OP Innovation Summit

The main themes for this year's discussion are:

• Customer Collaboration through S&OP

• Fostering Partnerships to Enable S&OP Effectiveness

• Sustainable S&OP Processes

• Innovation in Your S&OP Processes

By covering the hottest topics within sales & operationsplanning we create a platform for senior level executives toobtain real action points and useful connections to bettersupport their business goals.

Online videos of all sessions, with integrated slides andaudio will be made available to all attendees afterthe event.

SPEAKERS AT A GLANCE

Speakers

Confirmed Speakers

Susan Parker, Director, Purchasing & Logistics, The Kenmark Group

Bruce Taber, Sr. Director, Business Planning and Quality Systems, Terex

Dwight Critchley, Director, Global Supply Chain Planning, BlackBerry

Christopher Gerard, Director, Operations Finance, Serta Simmons Bedding

Chris Nault, VP, Supply Chain, D+M Group

Matt O'Connor, VP, Supply Chain, Rockline Industries

Craig Wallace, Senior Director, Supply Chain Project & Planning Excellence,Firmenich

Michael Hassenger, S&OP Process Owner, Caterpillar

Dean Brody, SVP, Industrial Supply Chain & Logistic Solutions, Jones LangLaSalle

Orhan Bazna, Sr. Dir, Global Supply Chain, Mondelez International

Brian Moynihan, Director, Supply Chain, Kerry

Sanjay Choubey, VP, IT, Johnson Controls

Bob Lockamy, Director, Commercialization and Supply Chain, ConsolidatedContainer Company

Gretchen Petersen, Director, Global Demand Planning, Osprey Packs

Brett Gopal, Sr. Dir, Global Operations, Smith & Nephew

Ravi Patwardhan, Partner, Westernacher

Industry Experts, Panel Session, Operations Panel Session

Murray Jackson, Head of CDMA Supply, Ericsson

Jerry Wang, Global S&OP Analytics Project Manager, Caterpillar

Yanai Golany, Director, Supply Chain Strategy & Analytics, Verizon

The broad variety of speakers andspecific S&OP topics allow for a greatconference experience!

SPEAKERS IN DETAIL

Keynote SpeakersVIEW ALL SPEAKERS

Mark DagostinoDirector, Supply ChainBSH

A Tolerance for Success

“Business Process Excellence” is an off-sited goalfor many organizations.  Processexcellence brings the two-headed benefit of bothefficiency andrepeatability.  Anyone who’s been closeto “process” in operations knows that without goodprocess CONTROL…process tendto wander away from the desired result. Process control cannot exist without a specifiedtolerance ofvariation.  It tells the operator whenthe result is acceptable and when it is not. This session will examine how process tolerancescan be created and deployedto the various metrics in S&OP and supply chainmanagement.

Leading PrincipalRepresentativeLOGILITY

Transformations in Supply ChainPlanning

American Hotel Register is one of the largestdistributors of hospitality products. To support anincreasingly global customer base and serve newmarkets, American Hotel Register restructured itsplanning hierarchy to include sku/property (location)information for more precision. The realignmentenables increased visibility and included transitioningits international demand and supply planning frominefficient spreadsheets to Logility Voyager Solutions.Learn how American Hotel Register restructured itsplanning hierarchy to: - Eliminate spreadsheets andboost productivity across the organization - Determine the right level of detail to improveinventory policies for specific geographies and marketactivities  - Leverage analytics to identify trends andtrack goals by geography, customer, product groups,etc.

Bob LockamyDirector, Commercialization andSupply ChainCONSOLIDATED CONTAINER

COMPANY

Building Underlying Capabilities toEnable S&OP Effectiveness

Many companies looking arelooking to various S&OP processes to enhancecustomer fulfillment alongwith value creation.  However, it isimportant to assess and improve the underlyingcapabilities of the organizationto ensure that the foundational activities are strongenough to support arobust S&OP process.  This discussionwill follow the path of capability building to driveimproved performance whilesetting the stage for sustainable S&OP processdevelopment.

SPEAKERS IN DETAIL

Keynote SpeakersVIEW ALL SPEAKERS

Susan ParkerDirector, Purchasing & LogisticsTHE KENMARK GROUP

Keeping Your Suppliers SociallyCompliant in a Rapidly ChangingEnvironment

Susan Parker has extensive knowledge in socialcompliance, trade, import, and the entire supplychain. As the Director of Purchasing and Logistics forThe Kenmark Group, a wholesale eyewear provider,Susan is responsible for maintaining supplier socialcompliance for her company, as well as for their retailclients and licensed brands. She is also responsiblefor trend forecasting, import compliance and productquality assurance. With over 30 years of experience inthe optical industry, Susan is a seasoned veteran inall aspects of the supply chain.

Industry ExpertsPanel SessionOPERATIONS PANEL SESSION

Murray JacksonHead of CDMA SupplyERICSSON

The Supply Chain Vortex

Do you ever feel that you are in a vortex, constantlybeingpulled under and wonder what you can do to getyour head above the water?  Going to take youthrough some thoughts andideas on how to gain control and increase yourorganizational effectiveness to beable get your head above the water and achieve thebusiness results you desire.  Areas to be discussedwill be some of thechallenges we all see and can relate to, the conceptof supply equilibrium, dataefficiency and how to connect unconnected data tohave an end to end view and usingkey process indicators (KPI’s) and execution rigor tokeep your organizationfocused, energized and moving ahead.

SPEAKERS IN DETAIL

Keynote SpeakersVIEW ALL SPEAKERS

Bruce TaberSr. Director, Business Planning andQuality SystemsTEREX

Uncertainty Modeling in IntegratedBusiness Planning

Bruce Taber is a seasoned business professional withexperience leading Design Engineering, ProductDevelopment, Manufacturing Engineering,Manufacturing, Quality, Service, and most recentlyBusiness Planning, including Business Analytics.Since 2004 he has worked at Terex,  one of theworld’s leading suppliers of industrial lifting andaccess equipment, and currently leads theirS&OP/IBP organization at their Aerial WorkPlatforms division. B.S., M.S., MBA.

Dwight CritchleyDirector, Global Supply Chain PlanningBLACKBERRY

S&OP Pillars to Success

An inspired cultural leader, Dwight is driven and hassucceeded in building high performance teams thatsurpass expectations. With his passion for people, hefocuses on identifying talent, and their growth. Hisleadership enables achievement of outstandingresults while building subject matter experts in theprocess. Dwight will be presenting on how tosuccessfully implement S&OP process intobusiness models, and the basics that yourorganization needs to get right for successfulS&OP.

Gretchen PetersenDirector, Global Demand PlanningOSPREY PACKS

Case Study: S&OP From Scratch

Gretchen will be offering a case study into theimplementation of S&OP within a company,starting from the very beginning where no S&OPpractices are in place. Gretchen will also cover howyou can ensure your S&OP incorporates not justsupply chain, but also other areas of the business,such as marketing, sales and finance.

SPEAKERS IN DETAIL

Keynote SpeakersVIEW ALL SPEAKERS

Yanai GolanyDirector, Supply Chain Strategy &AnalyticsVERIZON

Leveraging Advanced Analytics forBetter Decision Making in S&OP

With faster computing solving more complexproblems than ever before, it is only natural thatadvanced analytics is a key factor in businessdecisions for sales & operations planning.Specifically, in the wireless industry there are severalexciting challenges such as high value SKU’s,frequent new product introductions, correlationsbetween SKU’s demand and many points of sale.With ever more demanding financial targets, anadvanced analytical approach was essential to bettermatch supply with demand at every point of sale. Wewill introduce how the demand and supply planningpartnered with advanced analytics to create adynamic analytical rigor approach to achieve avaluable impact on the S&OP business process.

Christopher GerardDirector, Operations FinanceSERTA SIMMONS BEDDING

Merging Business ProcessesAcross Your Organization

Christopher is the Director of Operations Finance atSerta Simmons Bedding. His skills include SupplyChain Management, Process Improvement andFinancial Analysis.

Chris NaultVP, Supply ChainD+M GROUP

Foster Partnerships CrossFunctionally within the S&OPProcess

Chris will be presenting on how the next steps in yourS&OP process and how you can get otherteams across the company to be engaged with yourS&OP processes and Supply Chain fucntioning.Chris has proven experience in leading businessprocess transformation activities that enabled offshoring and outsourcing of supply chain to low costregions in China and Japan. Extensive experienceleveraging technology, lean processes and otherimprovement techniques to generate higherefficiencies. Demonstrated ability to lead highperformance teams to attain measurable resultsagainst strategic objectives. 

SPEAKERS IN DETAIL

Keynote SpeakersVIEW ALL SPEAKERS

Matt O'ConnorVP, Supply ChainROCKLINE INDUSTRIES

Best Practices in Your S&OPProcess

Learn about Rockline Industries journey of taking anineffective, un-trusted S&OP process into aholistic, fully embraced, clear-objective process. Isthere a single bullet? No! It is the combination ofPeople, Process, and Tools to engage multiplefunctions including Sales & Marketing,Manufacturing, Sourcing, Supply Chain and theExecutive Team to work towards clearly statedobjectives.  Listen to the distinct steps we took toalign our organization, gain trust of the process, andachieve a step level improvement in results. 

Craig WallaceSenior Director, Supply Chain Project& Planning ExcellenceFIRMENICH

Creating a Meaningful S&OPProcess

Firmenich is a Swiss, family owned Perfumery,Flavors and Ingredients company founded in 1895and is currently ranked #2 globally. The company hasbeen built through the creativity and passion of itspeople who share a fierce entrepreneurial spirit whichis part of the company’s DNA. Over the past 10-15years the company has undergone a majortransformation with a goal of harnessing its creativeand entrepreneurial legacy through the introduction ofbusiness processes to bring it into the 21st centuryincluding S&OP. The Flavors Division hasmanufacturing sites in 12 countries and sales in>40 countries with a highly complex value chainand has had many challenges during its journey todevelop a mature and value adding S&OPprocess. This presentation will highlight thesechallenges and how company is progressing to meetthem.

Michael HassengerS&OP Process OwnerCATERPILLAR

People, Process, Technology InYour S&OP Process

Caterpillar uses the S&OP process tosynchronize its operational plans over a 3-24 monthhorizon.  This synchornization occurs across threemajor dimensions:  people, process, and technology. In this session, we will discuss how clarity of cultureand roles / responsibilities impact S&OP, theimportance of adapting a process to a diverseproduct line, orchestrating the supply network aroundcurrent and after market activities, and howCaterpillar is leveraging new / emerging technologiesto fluidly support these dynamic requirements with acloser view towards the end customer.

SPEAKERS IN DETAIL

Keynote SpeakersVIEW ALL SPEAKERS

Dean BrodySVP, Industrial Supply Chain & LogisticSolutionsJONES LANG LASALLE

Case Study: Finding Solutions inOperational Processes

Dean will be presenting on shipper and 3plcommunication to real estate broker for a warehouserequirement. Traditionally, the broker gets 65% of theinformation needed to give a comprehensivedeliverable, so Dean will focus on how you canprovide your suppliers with the necessary informationto ensure smooth operational processes.

Orhan BaznaSr. Dir, Global Supply ChainMONDELEZ INTERNATIONAL

What is the Right Supply Chain foryour Innovation?

Pressure isgetting higher in terms of getting bigger and betterideas faster to the marketplace. These dynamics require a totally integratedapproach on innovationmanagement and supply chain plays a critical role onthat.Supply Chain being the biggest cost center formany companies and constrained in terms of cost ofchange, it plays a critical role in terms of deliveringthe desired product at desired cost and at the rightplace for the company’s innovation plans. Thereforethe answer we will be seeking is “What is the rightsupply chain for your innovation?”

Jerry WangGlobal S&OP Analytics ProjectManagerCATERPILLAR

Jerry is the Global S&OP Analytics ProjectManager of the Global Supply Chain at Caterpillar’sAdvanced Components and Systems Division withhands on experience and emphasis on S&OPprocess improvement and business analytics. Hisskills include supply chain management, productionplanning, lean six sigma and data visualization and heleverages experience providing creative solutions forglobal business challenges across functions andgeographies.

SPEAKERS IN DETAIL

Keynote SpeakersVIEW ALL SPEAKERS

Sanjay ChoubeyVP, ITJOHNSON CONTROLS

Developments & Innovation toEmploy in S&OP Processes

Visionary and results oriented senior IT Strategy& Digital Transformation executive (VP/ CIO) withdemonstrated experience in leading Global Process/digital transformations, and support organizations.Have 23+ years of Transformation experienceworking with Big 5 consulting and Fortune 100organizations. Possess good mix of consulting andcorporate IT leadership experience, which helps tocollaborate with business leaders for innovativesolutions. Exposure to Pharmaceutical, Healthcare,Engineering, Automotive, Medical device and SupplyChain Businesses while working for Organizationssuch as Johnson Controls, Merck,AmerisourceBergen, GE Chemicals/ Momentive,Pfizer (Zoetis), Mylan, and Olympus helps me speakthe same language as most of the IT and Businessleaders.

Brian MoynihanDirector, Supply ChainKERRY

Implementation of S&OP

Ensuring the proper foundation and pillars are inplace to support the Sales and Operations planningprocess is essential. Without this foundation,implementation can be very challenging. Only thenwill you have success in aligning the objectives ofcross functional teams within your organization into asingle, cohesive process with a shared objective.

Brett GopalSr. Dir, Global OperationsSMITH & NEPHEW

Panel Session: Role of Analytics inS&OP

In this panel session, Brett will be focusing on howthe role of analytics, IoT and ensuring a robustS&OP infrastructure can impact on your supplychain. Brett is the Strategic Sales & OperationalPlanning Process (S&OP) Lead at Smith &Nephew. 

SPEAKERS IN DETAIL

Keynote SpeakersVIEW ALL SPEAKERS

Ravi PatwardhanPartnerWESTERNACHER

Integrating Planning, Execution,and Analytics into Your S&OPProcess

Ravi will be presenting with Westernacher on howyou can integrate analytics into your S&OPprocess to allow increased visibility within your supplychain.

SCHEDULE AT A GLANCE

Schedule

Day 1

08:00 Light Breakfast & Registration

08:50 Chairperson Introduction

09:00 Keynote

10:30 Coffee Break

11:00 Session

12:30 Lunch

13:30 Session

15:00 Coffee Break

15:30 Session

17:00 Networking Drinks

Day 2

08:00 Light Breakfast & Registration

08:50 Chairperson Introduction

09:00 Keynote

10:30 Coffee Break

11:00 Session

12:30 Lunch

13:30 Session

15:00 Departure Coffees

Key

CHECK INAn opportunity to check yourself into the event and meet

other leaders in your industry ahead of the day

KEYNOTEListen to actionable case studies largely brought to you by

Fortune 500 companies

SESSIONListen to actionable case studies largely brought to you by

Fortune 500 companies

COFFEE BREAK & LUNCHA chance to sit down, network and connect with decision

makers within the industry

NETWORKING DRINKSA more relaxed environment in which to engage with all

attendees and gain valuable connections

Great opportunity for networking and opendialogue on the S&OP obstacles we face.

Gold Sponsor Previous Sponsor Media Partner

Media Partner Media Partner Silver Sponsor

SPONSORS AND PARTNERS

Sponsors

For sponsorship & partnership opportunities contact me

pyiakoumi@theiegroup.com

+1 415 992 5658 +44 203 868 0512

REQUEST TO SPONSOR

WHO ATTENDS OUR EVENTS

Who Attends

TICKETS AND PRICING OPTIONS

Tickets

Buy a group of at least 3 passes to receive up to 25% off

Interested in attending? Register online or contact Elliot Jay

ejay@theiegroup.com

+1 415 800 4713 +44 203-868-0031

GROUP PASSES REGISTER ONLINE

PURCHASE AN ON DEMAND PASS HERE**Recordings and presentations available subject to speakers consent.Innovation Enterprise reserves the right to add and remove video content

REGISTER FOR THE EVENT

RegisterGROUP PASSES REGISTER ONLINE

2016 Supply Chain CalendarJanuary Location Expected Attendees Dates

S&OP Innovation Summit Las Vegas 120+ January 28 & 29

April

High-Tech Supply & Demand Summit San Francisco 100+ April 20 & 21

June

S&OP Innovation Summit Singapore 100+ June 29 & 30

September

S&OP Innovation Summit Boston 150+ September 22 & 23

November

Supply Chain Innovation Summit Chicago 100+ November 17 & 18

Sponsorship

OpportunitiesPedro Yiakoumi

pyiakoumi@theiegroup.com

+1 415 992 5658

+44 203 868 0512

Delegate

InvitationsElliot Jay

ejay@theiegroup.com

+1 415 800 4713

+44 203-868-0031

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