1. APICS Board of Directors Meeting Update
April 2017

2. Confidentiality Notice
The materials and subject matter contained in this presentation are APICS Intellectual Property and are of a sensitive nature and as a result are privileged and confidential. Please do not post this presentation on public websites or share with the general public. Please contact APICS Chapter Relations at if you have a question about a specific slide. ​

3. APICS Vision and Mission
APICS Vision Statement APICS—the world’s leading community for end-to-end supply chain excellence. APICS Mission Fostering the advancement of end-to-end supply chain management through a body of knowledge, innovative research, systems and methods to create value for customers, members and organizations.

4. Topics
Approved motions
Finance report
Products and services update

5. Approved Motions Approved new young professional board guest
Acknowledged receipt of the 2016 Audit Report
Approved minutes from the September and December meetings

6. YTD Mar-17 Results YTD Mar-16 YTD Mar-17 YTD Mar-17B 16-17 % Change
Revenue
$6.1m
$6.6m
$7.4m
+8.2%
-11%
Operating Expenses
$7.0m
$7.5m
$8.1m
+7.1%
-7.4%
Net Operating
Income (Loss)
($0.9m)
($0.7m)
+8.9%
-29%
Unrealized
Gain/(loss)
($0.01m)
$0.5m
$0m
n/m
n/a
Change in Net Assets
($0.3m)
+67%
+57%

7. Products and Services Update

8. APICS STEP Ahead Partnership
Key findings from “Women in Manufacturing: Stepping up make an impact that matters
New study released in conjunction with STEP Ahead Awards
STEP Ahead honorees and emerging leaders have reached an estimated 300,000 individuals!
Insights show how companies can effectively recruit, retain and advance talented women in manufacturing
Confirms the positive impact of STEP Ahead

9. Key Study Highlights
Some of the most important employment and retention characteristics for women in manufacturing include:
Opportunities for challenging and interesting assignments
Attractive pay
Work-life balance
Formal and informal mentorship programs
Flexible work practices
Increasing the visibility of key leaders who serve as role models

10. CLTD Update: Very Strong Start!
Interest in CLTD continues to be strong!
There are 700+ certified to date
Encourage students to take the exam!
CLTD marketing materials for channel partners are available on C-Box.

11. CPIM Update: The Reconfiguration
The reconfigured CPIM is coming next quarter!
Encourage members to take the Basics exam now! It will be valid as “Part 1” of the updated CPIM.

12. Longer time to certification
Updated CPIM Program – How does it affect you?
Legacy CPIM
Updated CPIM
BSCM
CPIM Part 1
MPR
Longer time to certification
SMR
ECO
DSP
CPIM Part 2
Bob:
The work place and work-life balance are very different today than they were when the CPIM exams were first released in the mid-70’s. Over the decades, the number of CPIM exams have gone from 4 to 5 to 6, but you only had to pass 5. At one point, there were 7 exams.
In order to make the program simpler and more focused, we will be reducing the number of exams required from five to two, significantly reducing the amount of time it takes to earn the CPIM.
Shorter time to certification

13. CPIM Transformed for Today’s Busy Professionals
Prepare for and pass only 2 exams, CPIM Part 1 and CPIM Part 2 to earn the CPIM credential.
Updated format delivers the same CPIM knowledge and skills in a focused program to meet the training needs of today’s busy supply chain professionals.
Streamlined certification experience gets you certified faster.
Simplified and focused study materials condenses the time and effort it takes to prepare for the CPIM exam.
The new CPIM Learning System is a proven APICS certification preparation method that combines reading materials with online practice tests and tools.
Bob:
The new exams will be called Part 1 & Part 2, and will cover the same body of knowledge that the current CPIM covers, but in a more streamlined and focused way. There will be new Learning Systems with extensive online quizzes, flashcards, videos and a practice exam. The Learning Systems can be used in either a classroom or as self-study.

14. Take the Exam Exam offered across the globe
Pearson VUE test centers around the world
Decide when to take the exam
Registration always open
On demand testing
Purchase the exam
Schedule and take the exam
Legacy BSCM exam: 3 hours, 105 questions
New Part 1 & Part 2 exams: 3 1/2 hours, 150 questions
Results delivered instantly at test center
Lisa:
Exams are delivered worldwide nearly every calendar day of the year at Pearson VUE test centers. Individuals immediately receive their score at the test center after completing the exam and will know if they passed or failed.
I suggest scheduling the exam when you begin your training and instruction to ensure a higher level of success in meeting your certification objective. In general, we have found that candidates who test within 3 months of completing their instruction have a much higher success rate in passing the exam.
The legacy Basics exam will be available through January 7, 2018 is one 3 hour 105 question test and the new Part 1 & Part 2 exams are each 3.5 hours and 150 questions in length and will be available beginning January 8, A good reason to take the legacy Basics exam now is that it’s shorter in length than the newly configured exam.

15. Financial Incentive Current CPIM Part 1
Courseware: $115 (Member) vs. $395 (Member)
Exam: $190 (Member) vs. $495 (Member)
Total: $ $890
Total Member Savings: Minimum of $585, if you start now!
The Basics exam is a great value and available through 1/7/18 and the new CPIM Part 1 and Part 2 Learning Systems will be available in the Fall.
Passing Basics will count for Part 1 of the new configuration!
Bob:
Here’s another good reason to start with Basics now, before the reconfiguration: Depending on the learning options you choose, you’ll save a minimum of $585 dollars!
The price structure is changing for the new reconfigured CPIM; to earn the certification, the overall cost will be about the same, in fact, for some of our international candidates, it will be less. However, where the value of the certification had previously been spread among 5 exams, the value is now spread between 2 exams in the new configuration which increases the cost of each exam. This is also true for the enhanced Learning Systems.
The Basics exam will be available through 1/7/2018, and the new CPIM Part 1 and Part 2 Learning Systems will be available in the early fall of 2017.
Note that passing the current Basics of Supply Chain exam will count as a substitute for the new CPIM Part 1 exam.
Lisa, can you give our listeners some tips for taking the exam successfully?

16. APICS Academic Initiatives Historically
The stewardship of the academic strategy has been decentralized and not focused within any one APICS department
We have engaged with students, primarily through chapters, faculty at colleges and universities.
Over the course of time, APICS and its related organizations have funded scholarships, supported case competitions and student chapters, and provided conference programming, student membership, and even student credentialing.

17. APICS Academic Initiatives Historically
APICS has been opportunistic in acquiring academic partners, resulting in limited partner expansion in the academic arena.
In 2016, APICS began development of establishing academic partners in higher education as well as expanding beyond higher education into elementary and secondary education through support of SC STEM.

18. APICS Academic Mission
Over the last several years, an existing supply chain talent gap has been widely reported. The basis for these reports include:
Corporations reporting that it can be difficult to find the right individuals to fill open positions.
Local workforce development projections that supply for specific jobs within the supply chain does not meet current demand.
Increasing awareness of supply chain in general, as well as filling the pipeline of students pursuing careers in supply chain, which is fundamental to APICS’s success in achieving its purpose of improving economies and improving lives.
As a result, APICS is restructuring its organization to better serve the Academic related initiatives and align our growing membership strategies.

19. Academic & Membership Development Mission
Support APICS strategic priorities related to membership and workforce development, while better serving the academic community.
Build awareness of APICS and the supply chain profession resulting in the growth in the number of students pursuing careers in supply chain management.

20. Supply Chain STEM Program
The STEM program teaches K-college students about:
Science, technology, engineering, and math (STEM)
Supply chain management
The promising career paths available to them
apics.org/stem

21. Supply Chain STEM Program
APICS's goal is to reach more than 100,000 students by 2020 through the Supply Chain STEM Educational Outreach Program. Your help is needed to meet our goal.
The program:
7 Activities
100+ Volunteers and teachers
“The APICS interactive lesson helped my students develop a deeper understanding of the process behind getting goods to consumers.
” -Megan Corrigan, First Grade Teacher

22. LEADING THE WAY
The journey to supply chain excellence travels to San Antonio for APICS 2017, featuring three days of Education, Networking and Inspiration.

23. APICS 2017: Where Supply Chain Leaders Learn
Learning designed with SCOR in mind: The conference features 65+ educational sessions, carefully mapped to the SCOR Framework (Plan, Source, Make, Deliver, Return, Enable) and designed to cover all aspects of the extended supply chain.
Learning from leaders: Inspiring and insightful stories around Leadership and more will be shared in the keynote general sessions, highlighted by Whole Foods’ CEO John Mackey’s opening remarks on ‘Conscious Leadership.”
New! Learning options for enterprises: Key ‘APICS for Business’ clients gain access to exclusive education sessions, VIP seating and bundled pricing offers for large cohort groups.
New! Learning in exhibit hall: Launch of the new ’Preview Pass’ offers exhibit hall-only access with a sampling of educational content.
New! Launching Leadership Awards: APICS award programs is expanding to offer two corporate awards and four individual leadership awards

24. Keynote: John Mackey, Whole Foods Market CEO
Co-founder and CEO of Whole Foods Market
Whole Foods is a leading natural and organic grocer with a stellar brand:
$14B Fortune 500 company
400+ stores
88,000 team members
Fortune “100 Best Company to Work For”
Fortune “Most Admired Company”
Personal accolades include:
Fortune “World’s 50 Greatest Leaders”
Institutional Investor “Best CEO in America”
Barron’s “World’s Best CEO”
MarketWatch’s “CEO of the Year”
Esquire’s “Most Inspiring CEO”
Mackey also co-founded the Conscious Capitalism Movement and co-authored Conscious Capitalism: Liberating the Heroic Spirit of Business

25. Learn More: Visit APICS 2017 Microsite and App
App available in June!

26. Make your plans now!

27. Thank You!
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