APICS Updates Joan Wallner, MS District Channel Manager Pacific Western*Southwest*Terra Grande Districts

UPDATES: Education NA Strategy Merger-AST&L Marketing Financial Membership

Updates: Education

4 © APICS Confidential and Proprietary APICS price increase for exams and courseware Conducted a recent market evaluation of the APICS certification exam and courseware pricing structure Changes to CPIM and CSCP exam pricing and CSCP courseware pricing The extensive update to the CSCP Learning System has driven an increase in the CSCP courseware price for New pricing for CSCP courseware is effective November 2015

5 © APICS Confidential and Proprietary Courseware Pricing

6 © APICS Confidential and Proprietary EXAM Pricing-January 2016

7 © APICS Confidential and Proprietary CSCP Update Conducted every 3 to 5 years and surveys 1000’s of supply chain professionals

8 © APICS Confidential and Proprietary CSCP Update

9 © APICS Confidential and Proprietary CSCP Update

10 © APICS Confidential and Proprietary CSCP Update

11 © APICS Confidential and Proprietary CSCP Update

12 © APICS Confidential and Proprietary Chapter Benchmarking and Reporting (C-BAR) Provide an objective process to recognize chapters that meet or exceed the accomplishment of recommended activities.

13 © APICS Confidential and Proprietary CBAR Results 2015

Updates: North American Channel Partner Strategy

15 © APICS Confidential and Proprietary Channel Partner Strategy Several Presentations provided to Chapters on the new strategy corporate 1. Initial change introduction Initial change introduction 2. Second communication with more details Second communication with more details 3. Rollout timing Rollout timing 4. Frequently Asked Questions Frequently Asked Questions 5. Communication #5 Communication #5 6. More FAQs More FAQs 7. More FAQs More FAQs

16 © APICS Confidential and Proprietary NA Channel 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 Instructo rs Channel Partner Organization (For Profits) Local Channel Partners (Chapters) Focused on engaging through members Focused on sales & delivery

17 © APICS Confidential and Proprietary Eligibility to operate within a tier is based on assessment of predetermined performance and behavioral metrics

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20 © APICS Confidential and Proprietary Guidelines for Channel Partner Organization

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22 © APICS Confidential and Proprietary How will we share your Chapter Results?

23 © APICS Confidential and Proprietary Scorecard: 1 st step, Meet Minimum Standards

24 © APICS Confidential and Proprietary Meet Minimum Standards… Performance Criteria

25 © APICS Confidential and Proprietary Behavioral Criteria

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27 © APICS Confidential and Proprietary Networking partner: must meet four minimum criteria Channel Partner: 149 points or less Premier Partner: 150 points or more

28 © APICS Confidential and Proprietary 2015 Chapter Status Results by District DistrictPremier Partners Channel Partners Network Partners Total Chapter Canadian Great Lakes Heartland Mid Atlantic Northeast* Pacific Western* Southeast Southwest Terra Grande Total *Note: Chapters that closed or are slated to close have been removed from above table summary.

Updates: Merger-AST&L

30 © APICS Confidential and Proprietary APICS and AST&L merger final We are pleased to announce that the merger of APICS and the American Society of Transportation and Logistics (AST&L) is final. The merger expands, extends and deepens the end-to-end supply chain body of knowledge that fuels APICS global supply chain research, education and certification programs. The merged organization offers unmatched content and subject matter expertise that will enable individuals and organizations to meet key supply chain challenges. AST&L members will be given the choice to affiliate with an APICS chapter. After this choice is made, they will be listed on your chapter roster in Partner Connect but will have a special membership type (ASTL Legacy Membership). They will have the complete suite of APICS member benefits.

31 © APICS Confidential and Proprietary Certified in Logistics, Transportation and Distribution (CLTD) Replaces AST&L’s CTL with this new cert. CTL’s will keep their current designation and it will be acknowledged in our credential verification tool, but anyone wanting the new CLTD will need to take the new exam (single exam). Exam Content Outline developed and selected references Exam Committee has formed-exam is being worked on, finalizing courseware subcommittee-to start on the courseware. Using Holmes to create the new courseware. Goal is to release new Learning System late Q (early Q3) and follow up with instructor material about three months later. The first exam window will begin in October, We’ll need several hundred people to take the exams in order to conduct a cut score to determine the passing (raw) score – so the first several hundred exam takers won’t get their score for six to eight weeks. Then is will be “off to the races”-Bob Collins

Updates: Marketing

33 © APICS Confidential and Proprietary APICS Designation Comparison Chart With the APICS Designation Comparison Chart: Candidates can view each designation at a glance to determine the right program to help them gain a competitive edge in their supply chain profession. The comparison chart is available on C-Box as a PDF or in PowerPoint slides.PDFPowerPoint slides

34 © APICS Confidential and Proprietary Designation Name CPIMCSCPSCOR-P Designation TypeCertification Endorsement ReachGlobal Member discountYes Program OverviewProvides candidates with the ability to understand and evaluate production and inventory activities within a company's global operations. Helps candidates demonstrate their knowledge and organizational skills for developing more streamlined operations across the extended supply chain. Enables candidates to learn techniques for managing and measuring the performance of a global supply chain utilizing the Supply Chain Operations Reference (SCOR®) model. Area of contentCPIM focuses on an organization’s internal operations and provides an in-depth understanding of materials management, master scheduling, forecasting, production planning and provides the knowledge to apply this information across the extended supply chain. CSCP focuses on the mastery of the extended supply chain, from organizations’ suppliers through to the end customers. The CSCP designation validates professional understanding of supply chain management and the integration of operations across the extended supply chain. Candidates learn the major process components (Plan, Make, Source, Deliver, Return and Enable) for managing and measuring the performance of a global supply chain by implementing the Supply Chain Operations Reference (SCOR®) model. Eligibility ApplicationNoYesNo Candidate qualifications  No college degree is requiredCandidates must have:  3 years of related business experience or  Bachelor’s degree or the international equivalent, or  Hold one of the following designations: CPIM, CFPIM, CIRM, SCOR-P, CPM, CSM or CPSM  Candidates are recommended to have five years of working experience in a supply chain  SCOR-Professional training is recommended but not required APICS Certification and Endorsement Comparison Chart

35 © APICS Confidential and Proprietary Designation Name CPIMCSCPSCOR-P Supply Chain operations areas most suited for designation  Production and inventory management  Operations  Supply chain management  Procurement  Materials management  Purchasing  Planning  Supply chain design  Supplier management  Transportation  Supply chain management  Distribution channels  3PL, 4PL  Customer management  Production management  Operations  Supply chain management  Procurement  Materials management  Inventory management Supply Chain professional titles  Supply chain manager  Buyers or planners  Materials manager  Production planner  Consultant  Business analyst  Supply chain manager  Consultant, senior consultant  Supply chain project manager  Materials manager  Supply chain analyst  Business analyst  Logistics manager  Operations manager  Buyer, purchasing manager  Supply chain manager  Supply chain project manager  Materials manager  Logistics manager  Operations manager Company benefitThe CPIM program provides employees with the understanding to evaluate production and inventory activities within an organization’s global operations by improving efficiency, maximizing technology ROI and streamlining operations to address challenges and opportunities. The CSCP program helps employees master advanced supply chain management principles that extend beyond an organizations internal end-to-end operations from suppliers to customers. It provides a higher-level of knowledge and skills needed to streamline operations and produce bottom line results. The SCOR Professional program provides employees with the major process components of the SCOR framework (Plan, Make, Source, Deliver, Return and Enable) which helps companies to increase the speed of system implementations, improve inventory turns and drive measurable supply chain process improvement and business performance. Candidate benefitThe CPIM program increases a candidate’s functional knowledge of production and inventory management by providing them with the tools they need to effectively evaluate and manage activities. The CSCP program provides candidates with the necessary tools to effectively manage global supply chain activities and enables them to implement best practice approaches to increase supply chain efficiencies. The SCOR-P program builds a candidates SCOR knowledge so they will be able to manage supply chain projects with more predicable outcomes, improve supply chain performance and build team credibility with senior management and other departments. APICS Certification and Endorsement Comparison Chart

36 © APICS Confidential and Proprietary Designation Name CPIMCSCPSCOR-P Study methods and guides  Self-study  Online study  Classroom study options  Exam Content Manual (ECM)  Participant workbook  Online CPIM Study Tools  CPIM Exam Simulator  Recommended references  APICS Dictionary  Self-study  Online study  Classroom study options  Exam Content Manual (ECM)  CSCP Learning System  Courseware materials  Online content and quizzes  APICS Dictionary  SOCR-P Framework  SCOR-P Quick Reference Guide  SCOR-P APP  SCOR-P courseware  Sample questions guide  On-line forums Exam typeComputer-based multiple choice. ExamsMust pass all five modules to become certified. 5 modules each having their own exam:  Basics of Supply Chain Management multiple choice questions. 80 operational and 25 pre-test* questions.  All other modules: 75 multiple-choice questions per exam. 60 operational and 15 pre-test* questions.  Master Planning of Resources  Detailed Scheduling and Planning  Execution and Control of Operations  Strategic management of Resources Must pass one exam to become certified. 175 multiple-choice questions. 150 operational and 25 pre-test* questions. Must pass one exam to become endorsed. 60 multiple-choice questions. Exam length3 hours (per module)4 hours2 hours *Pre-test questions do not contribute to the total score, but are necessary for research purposes. The pre-test questions are randomly distributed among the scored items and are used for statistical purposes only. Candidates should answer all exam questions. APICS Certification and Endorsement Comparison Chart

37 © APICS Confidential and Proprietary Designation Name CPIMCSCPSCOR-P Exam ContentExam content is developed according to the test outline included in the CPIM Exam Content Manual and validated by global subject matter experts. Exam questions are monitored through rigorous psychometric calibration and cross-referenced to industry- approved source material. A job task analysis study is conducted every 3 – 5 years to ensure content relevancy. Exam content is developed according to the test outline included in the CSCP Exam Content Manual and validated by global subject matter experts. Exam questions are monitored through rigorous psychometric calibration and cross-referenced to industry- approved source material. A job task analysis study is conducted every 3 – 5 years to ensure content relevancy. SCOR Framework (40% of exam) covers:  Key Concepts  Processes  Performance  Best Practices  Skills SCOR Project (60% of exam) covers:  Key Concepts  Pre-SCOR  Scope configure  Optimize  Ready Exam scoringAPICS uses a scaled score methodology, which is a technique for equating scores in which the degree of difficulty varies from one exam form to the next. The APICS CPIM score range is 265 to 330. Fail = 265–299 Pass = APICS uses a scaled score methodology, which is a technique for equating scores in which the degree of difficulty varies from one exam form to the next. The APICS CSCP score range is 200 to 350. Fail = 200–299 Pass = APICS uses a percentage-correct scoring, giving the applicant a percentage based on the number of questions answered correctly. Each applicant must successfully answer 75% or higher to obtain a passing score on the exam and to receive the SCOR-P endorsement designation. Pricing per examNorth America:  APICS Members $165 USD  Non-members $250 USD International:  APICS members $325 USD  Non-members: $410 USD North America:  APICS members $630 USD  Non-members $830 USD International:  APICS members $1,050 USD  Non-members: $1,300 USD Price includes the SCOR-P training, materials and one Authorization to Test for North America and International. The SCOR- P exam may not be purchased separately.  APICS Members $3,730 USD  Non-members $4,640 USD Retaking an examCandidates who fail an APICS CPIM exam must wait 14 full days before retaking the same exam. The retake price is the same as the exam price. Candidates who fail an APICS CSCP exam must wait 14 full days before retaking the same exam. The retake fee is $450 USD. Candidates who fail an APICS SCOR-P exam must wait 14 full days before retaking the same exam. The retake fee is $350 USD. APICS Certification and Endorsement Comparison Chart

38 © APICS Confidential and Proprietary Designation Name CPIMCSCPSCOR-P Exam cancellationNorth America: Candidates who no longer can test before their ATT expires will forfeit their exam fees. Any exam cancelled will result in forfeiture of your entire exam fee paid to APICS and your Authorization to Test (ATT) will be consumed. However, candidates who have already scheduled an exam and can no longer take it are encouraged to cancel the scheduled exam with Pearson VUE to free up the reserved seat for other exam candidates. International: Candidates must pay the $45 USD cancellation fee. Candidates who no longer can test within their originally selected window must cancel the exam directly in their My APICS account by accessing the online Authorization to Test Request Form. Once logged in, candidates will have the option to cancel their current ATT. Candidates will receive a confirmation from Pearson VUE. Candidates must pay the $45 USD cancellation fee. Candidates who no longer can test within their originally selected window must cancel the exam directly in their My APICS account by accessing the online Authorization to Test Request Form. Once logged in, candidates will have the option to cancel their current ATT. Candidates will receive a confirmation from Pearson VUE. Candidates who no longer can test before their ATT expires will forfeit their exam fees. Any exam cancelled will result in forfeiture of your entire exam fee paid to APICS and your Authorization to Test (ATT) will be consumed. However, candidates who have already scheduled an exam and can no longer take it are encouraged to cancel the scheduled exam with Pearson VUE to free up the reserved seat for other exam candidates. Exam reschedulingA rescheduling fee of $45 USD applies to any rescheduled exam. Rescheduling an exam less than one business day prior to your exam appointment is subject to a forfeited exam fee. APICS Certification and Endorsement Comparison Chart

39 © APICS Confidential and Proprietary Designation Name CPIMCSCPSCOR-P Maintenance requiredYes No Maintenance requirements Candidates are required to maintain their certification every five years and must earn a total of 75 professional development points. The cycle starts the month the candidate becomes certified. N/A Maintenance pointsCandidates who hold a CPIM and CSCP designation may apply earned points to both designations when submitting their maintenance applications. N/A Certification suspension If a candidate does not maintain their certification within five years, their credentials will be suspended. With each additional year their certification is suspended, they will be required to submit additional professional development points to reinstate their certification. N/A Maintenance application fees  APICS members $75 USD  Non-members $150 USD  APICS members $75 USD  Non-members $150 USD N/A Credential VerificationYes APICS Certification and Endorsement Comparison Chart

40 © APICS Confidential and Proprietary This is a very special story for a couple of reasons: 1)They used both APICS training and SCOR; and 2)They had great results—tied their supply chain transformation to shareholder value. McCormick Spice Company-New Case Study

41 © APICS Confidential and Proprietary Be an APICS magazine author As an APICS magazine reader, you value the high-quality information, case studies, and best practices you access in these pages. Now is the time to share your knowledge and industry expertise by becoming an APICS magazine author. The editors of APICS magazine and APICS Extra encourage you to submit an article for publication. Visit apics.org/editorial to learn about APICS author guidelines and editorial proceduresapics.org/editorial APICS Extra is a monthly e-newsletter published by APICS magazine.APICS magazine Viewpoints and opinions expressed are those of the authors and do not necessarily reflect the views of APICS. Publication in APICS Extra does not constitute an endorsement of any product, service, material, or philosophy mentioned. APICS gladly accepts ideas and contributions. Please send comments or article ideas to

42 © APICS Confidential and Proprietary Leadership Summit The Mirage—Las Vegas, Nevada, USA Sunday, October 4, :30 p.m.–5 p.m. The Leadership Summit consists of seven leadership tracks. Three of the tracks are dedicated to the development of leaders and focus on the theme, “Engaging the New Faces of APICS.” Within this theme, the three tracks are: Engaging a Successful Chapter Model, Engaging New Faces, Engaging Through Successful Leadership This year, the instructor development track has expanded to include two tracks, focusing on courseware and instructor development. APICS instructors will explore thought-provoking teaching techniques and receive information on 2016 product updates. The student/scholar track will consist of two sessions designed for students starting out in supply chain and operations management—from networking and job searching to leveraging APICS as their careers develop, and more. The international channel partner track will focus on industry partnership opportunities, case studies, best practices and networking with fellow APICS partners.

Updates: Financial

44 © APICS Confidential and Proprietary New Online Security Policy APICS is focused on protecting your online security and privacy. To ensure we are compliant with the most advanced security measures, we’ve implemented the Payment Card Industry (PCI) data security standard to ensure your credit card and personal information are secure. Beginning in September, all credit card transactions will occur online, including credit card payments for invoices. No longer accept credit card numbers via phone, mail, fax or . If we receive a form that includes a credit card number, it will not be processed. The form will be destroyed and we’ll contact you to help you with the online transaction. APICS will continue to accept checks and wire transfers. This change will not affect the ability to place orders using chapter/partner billing options.

45 © APICS Confidential and Proprietary Online Payment Process As part of APICS PCI compliance policy; we no longer accept credit card numbers via electronic message ( , instant messaging, etc.). This policy is designed to protect the security of your information. s received containing credit card information will be deleted. To pay by phone, please call $10 charge applies Or they may pay online at no charge: *Please note the following: - Partners must input the invoice # for the order they would like to pay by CC -The payment portal is a separate tool from order history. It is not currently displayed on the MY APICS – Order History or Partner Order History pages.

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Updates: Membership

50 © APICS Confidential and Proprietary APICS membership update August membership totals came in at 43,789. New members totaled 1,532 and new student members totaled 431

51 © APICS Confidential and Proprietary MEMBERSHIP COMPARISON BY DISTRICT

52 © APICS Confidential and Proprietary The APICS Membership app is here! Experience your APICS membership even when you’re on the go. Download the app to: View your member benefits Manage your certifications and expiration dates Find your local chapter or partner information The app is available for iOS and Android phones and tablets. Learn more at apics.org/membershipapp

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54 © APICS Confidential and Proprietary Learn It APP

55 © APICS Confidential and Proprietary SCOR App

56 © APICS Confidential and Proprietary New Online Membership Application

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60 © APICS Confidential and Proprietary New Military Application-Military, Armed Forces, and Government Employees APICS Enterprise e-Membership for Military, Armed Forces, and Government Employees is available to individuals employed full-time by the U.S., Mexican, or Canadian Federal government or currently serving in one of the branches of the U.S. military, Mexican or Canadian Armed Forces. Individuals must provide Government, Armed Forces or Military address for verification. $125 Consulting or contract employees of government chartered corporations, as well as retired military personnel are not eligible for this membership. With this membership level, you have access to the complete benefit package APICS offers online, including resources, training and networking, award-winning publications, discounts on APICS products and services, and more. Here is where to find the application and join online: Direct Link:

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62 © APICS Confidential and Proprietary Questions?

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