APICS Northeast District Meeting Mahwah, NJ May 16, 2015

2 © APICS Confidential and Proprietary Gary Pezzuti will lead us in the Pledge of Allegiance Gary served in Vietnam with the 1 st 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.

3 © APICS Confidential and Proprietary Roll Call of Chapters Anthony Zampello CPIM, CIRM, CSCP NED Volunteer Leadership Team Communications

4 © APICS Confidential and Proprietary 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 Service D.Director of Operations (Plant Manager) at American Brass E.APICS Buffalo Board of Director since 2007 (President ) F.Now: Supply Chain Manager at Moog, Inc. in East Aurora G.Now: Teaching APICS CPIM modules in Buffalo H.Now: Teaching Operations Management in UB’s PMBA program I.Now: APICS Northeast District Manager 4. Family: A.Wife of 24+ Years, Cheryl B.Son, Quinten (14) and Daughter Skylar (11)

5 © APICS Confidential and Proprietary Northeast District – Volunteer Leadership Team 1. Joost VlesDistrict Manager 2. Jennifer KevlinStudent Case Competition 3. Reed DuBowFinance / Logistics 4. Donna GioffreSpecial Projects 5. Anthony ZampelloCommunications 6. Quinn GoldenWeb Site/Communications 7. Chapter Improvement Leaders (Ski Instructors) a)Tom BarryCBAR Coach b)Joe ShedlawskiInstructor Focal Point c)Ron CalanniStrategic Planning 8. You!

6 © APICS Confidential and Proprietary Review of the day 1. Chapter updates & anniversaries Student Case Competition update 3. 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 – Webinar 8. lunch 9. PURPLE-OCITY (Michael Ford) 10. Chapter Improvement Team 11. break 12. SCOR 13. Wrap up

7 © APICS Confidential and Proprietary 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) – APICS 2015 Las Vegas(1 file) 9. DBDM Q&A review from February (1 file)

8 © APICS Confidential and Proprietary Monadnock Chapter It 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 Manager Joost Vles, CPIM, CSCP

9 © APICS Confidential and Proprietary Chapter Anniversaries 1. New Haven30 Years(5/15/1985) 2. Maine35 Years(10/24/1980) 3. Tappan Zee50 Years(5/5/1965) 4. South Shore55 Years(11/1/1960) 5. Elmira55 Years(11/1/1960) 6. Rochester55 Years(6/29/1960) 7. Worcester County55 Years(3/17/1960) 8. Buffalo 55 Years (3/15/1960) 9. Western Massachusetts 55 Years(1/7/1960)

10 © APICS Confidential and Proprietary 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) % Compliance on CPA/C-Bar 5. Volunteer Development A.Training B.Webinars C.Board Development 6. Student Chapter KPI’s

11 © APICS Confidential and Proprietary CPA/CBAR Submissions Chapter submissions due July 31 st 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

12 © APICS Confidential and Proprietary District Meetings & Conference 1. May 15 & 16 West Jersey (You are here) 2. September 18 & 19Ottawa, Ontario Canada 3. October 5 – 7Las Vegas (Monday-Wednesday) 4. March 4 & 5, 2016 Albany (Student Case Competition)

13 © APICS Confidential and Proprietary 2015 – 2016 District Event Schedule September 18 & 19, 2015Ottawa, Canada Joint District Meeting of the Canadian and Northeast Districts September 19 & 20, 2015Ottawa, Canada Learning 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.

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15 © APICS Confidential and Proprietary Chapter Awareness Campaign Timeframe: 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

16 © APICS Confidential and Proprietary Chapter Awareness Campaign Timeframe: 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 or newsletter blurb to your chapter membership promoting APICS 2015

17 © APICS Confidential and Proprietary Chapter Awareness Campaign Timeframe: April—June 2015 To enter:  Chapters must submit proof of eligibility to the Channel Partner Services at by Friday, June 26,

18 © APICS Confidential and Proprietary 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 4 Engaging the new face of APICS – Engaging the new channel model – Engaging new faces – Engaging successful leadership

19 © APICS Confidential and Proprietary 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!

21 © APICS Confidential and Proprietary 8th Annual NED Student Case Competition Mark your calendars now!! March 4 – 5, 2016Albany, NY Case Competition Reminders: Student, Chapter & Sponsor Information/Marketing available in September Team Registration will begin October 12 th Simulation Format  Simulation rounds begin week of February 22 nd This summer don’t forget to budget for your Chapter’s vital financial support to hold this event for ~112 Students each year.

22 © APICS Confidential and Proprietary 2015 APICS International Student Case Competition Donation to the 2015 NED Student Team from Mid-Hudson Chapter in loving Memory of Joan Marie Clark On 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.

23 © APICS Confidential and Proprietary 2015 APICS International Student Case Competition Donation 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 roles over the years. Rick was also willing and able to provide his humor, light heartedness and hijinks to many APICS Northeast 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.

24 © APICS Confidential and Proprietary District Meetings & Conference 1. May 15 & 16 West Jersey (You are here) 2. September 18 & 19Ottawa, Ontario Canada 3. October 5 – 7Las Vegas (Monday-Wednesday) 4. March 4 & 5, 2016 Albany (Student Case Competition)

1.AST&L 2.SCOR 3.NA CPS 4.DBDM APICS Updates

26 © APICS Confidential and Proprietary AST&L Merger

27 © APICS Confidential and Proprietary SCOR

28 © APICS Confidential and Proprietary 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

29 © APICS Confidential and Proprietary Chapter Heat Maps

30 © APICS Confidential and Proprietary DBDM Hiring Update (District Business Development Manager) Active: Pacific-Western / Canada Terra Grande / Southwest Candidates: 4 for Greatlakes / Heart land district, 2 Mid-Atlantic / Northeast 3 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

33 © APICS Confidential and Proprietary 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.

34 © APICS Confidential and Proprietary 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: :30 N.A. CPA - webinar

Lunch 11:30 – 12:30 Illusions Restaurant 1 st Floor Purple-Ocity 12:35 – 1:55 p.m. Craigmere 12 th 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

39 © APICS Confidential and Proprietary Jim O'Neill: is the Marketing Manager for New Agency Partners, LLC a full service insurance broker located in Parsippany, NJ ranked number 17 in New Jersey by Business Insurance. He has vast experience from his 39 years in the insurance industry, from claims handling to negotiating multiple layers commercial insurance programs for national and international businesses. Jim has earned the Certified Insurance Counselor designation from the national insurance education organization, The National Alliance for Insurance Education and Research.

40 © APICS Confidential and Proprietary NorthEast District Details NEDD (Monthly Communication Tool – Last Friday of each month) N ew Items E ducational Items D istrict Staff messages D ates to Remember

41 © APICS Confidential and Proprietary President’s One on One Conversations 1. Completed 14 (54%) of the conversations so far 2. Questions I am asking: A.What do you like about the District? B.What would you like to see changed? C.How can we help?

42 © APICS Confidential and Proprietary Most common items 1. Things you like: a)Communication (NEDD and Phone calls) b)Year in advance schedule 2. Areas where you would like to see improvement: a)Implementation of Mesirow Insurance changes b)Implementation of the DBDM c)Implementation of the N.A. Channel Partner Strategy d)Best practices across Chapters 3. Ways that the District Manager can help a)Communication b)Voice to APICS / Abe

43 © APICS Confidential and Proprietary President’s One on One Conversations 1. Need to complete 12 more conversations: 1.Albany 2.Buffalo 3.Central NY 4.Danbury 5.Elmira 6.Maine 7.No Shore 8.Providence 9.Rochester 10.Southern Tier of NY 11.Tappan Zee 12.WMASS 2. Questions I will ask: A.What do you like about the District? B.What would you like to see changed? C.How can we help?