1. APICS Board of Directors Meeting Update October 2015

2. 2 © APICS Confidential and Proprietary 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.

3. 3 © APICS Confidential and Proprietary Topics  Approved motions  Financial update  Strategic priorities  AST&L merger update  Q&A

4. 4 © APICS Confidential and Proprietary October BOD Meeting: Motions Approved The Board approved the following motions:  The appointment of Keith Connolly as the 2016 Audit Committee Chair.  APICS SCC Board resolution to: – Amend the APICS SCC Bylaws – Create an APICS SCC Board operating procedures – Create an APICS SCC committee handbook and – Provide notice of an action for October 2015, for the APICS Board to approve the APICS SCC Board resolution

5. Financial Update

6. 6 © APICS Confidential and Proprietary YTD Aug-15 Results $000s OmittedYTD Aug-15YTD Aug-15BVariance Favorable/ (Unfavorable) Change % Revenue16,54017,934(1,394)(7.8%) Operating Expenses 17,65919,3491,6908.7% Net Operating Loss (1,119)(1,415)29621.0% Unrealized Gain/(loss) (432)0 n/a Change in Net Assets (1,551)(1,415)(136)(9.6%)

7. 2016 Strategic Priorities

8. 8 © APICS Confidential and Proprietary Strategic Priorities  Workforce Development  Membership  Corporate  North American Channel  International  Millennial

9. 9 © APICS Confidential and Proprietary Support High School and Skilled Labor  Provide access to content  Develop career materials Invest University Students  Free student membership  Assurance of learning exam  ASTL GLA  SCOR for faculty Strengthen Early Career Professionals Mid-Level Managers  CPIM  CSCP  Logistics Invest Senior Managers  SCOR-P  Advanced management  University collaborations Workforce Development Strategy: Career Partner Invest Executives  APICS SCC Exec Summit  Research projects

10. 10 © APICS Confidential and Proprietary Membership Strategy: Mass Customization Operational Model: Use technology to help members achieve their goals Finding a new job Network and Lead No Certification Starting my career Enhancing my value to my current employer Staying on top of developments in supply chain Expanding my professional network Participating in APICS leadership Network and Lead No Certification What is your PRIMARY motivation for being an APICS member? Are you certified? Professional Development Certification No Professional Development No Certification Yes Career Services Certification No Yes Career Services No Certification

11. 11 © APICS Confidential and Proprietary Membership Strategy: Underway Now  New application launched on web.  Apple and Android mobile apps approved  Activity tracking as an input into one-to-one marketing and mass customized membership has begun

12. 12 © APICS Confidential and Proprietary If we can improve access to APICS products and services Then we will better serve the needs of more supply chain professionals And we will be better at achieving our APICS vision and mission North American Channel Strategy: In Flight Strategy:  Implement a multifaceted channel to market, which ensures an ongoing commitment to APICS North American Chapters and the members they serve, while capturing unmet market potential.  Channel Partners (chapters) will be incentivized based on their success in meeting market and member needs.  Implementation underway now

13. 13 © APICS Confidential and Proprietary APICS SCCAPICS Training, certification and networking Research, benchmarking and frameworks APICS Value Proposition APICS delivers a total individual and corporate value proposition. We help individuals achieve career development goals. We help corporations achieve strategic supply chain goals. Individuals Corporate, Public Sector and Academic Institutions Corporate Strategy: Implementing Value Proposition

14. 14 © APICS Confidential and Proprietary North America Central & South America Europe, Middle East & North Africa APAC, India & Australasia Sub-Saharan Africa EstablishedCriticalStrategicGrowthOpportunistic Prioritize International Strategy – Focus on Key Markets

15. 15 © APICS Confidential and Proprietary Millennial Strategy: Ensuring APICS Relevance Increase awareness: Marketing goals  2015 social impact  FB +11%  Twitter +11%  LinkedIn +35%  Instagram +86%  Launched blog Fuel growth: PD & Certification  Expand online delivery  Launched online CPIM test simulator  Launched LinkedIn Add- to-profile Enable differentiation: Membership  +13.7% Young Professionals  Implement segmented member strategy  Career coach program Fuel growth: Student Programs  +23.4% student members  92.1% Student engagement point goal Ensure relevancy: Conferences  Continue student programs  16% attendees 25 - 35 (Goal was 10%) Ensure relevancy: APICS SCC  Website and blog  Launched App  Content consumption strategy Ensure relevancy: Channel  Chapter website project  Digital brochure  Video case studies Ensure relevancy: Technology  Mobile-friendly email templates in process  Preparing responsive website plan Focus on Millennial Customer Across Organization

16. AST&L Merger Update

17. 17 © APICS Confidential and Proprietary Master Planner Master Scheduler Demand Manager Forecaster Plan Procurement Mgr Procurement Outsourcing Mgr Source Production Manager Production Scheduler Make Distribution Mgr Transportation Mgr Warehouse Mgr Deliver Reverse Logistics Manager Return People Advancing Supply Chain Today Buyer/Planner Materials Manager Operations Manager Supply Chain Manager Operations Manager Customer Service Manager

18. 18 © APICS Confidential and Proprietary The Power of the AST&L Integration  Supports APICS in becoming the premier end-to-end supply chain association.  Provides the knowledge base for us to serve one of the fastest growing industries in the world.  Extends the products and services APICS and our partners provide in the marketplace.  Allows our members and customers to continue to grow in their careers.

19. 19 © APICS Confidential and Proprietary Excellent Reception from Industry and Media The merger with AST&L was well received by the press and in social media.

20. 20 © APICS Confidential and Proprietary Exciting News! Leadership Summit Engaging the New Faces of APICS

21. 21 © APICS Confidential and Proprietary Exciting News! APICS will launch a logistics certification in Q2 2016!

22. 22 © APICS Confidential and Proprietary Exciting News! Introducing the Certified in Logistics, Transportation, and Distribution (CLTD) designation.

23. 23 © APICS Confidential and Proprietary Summary  The CLTD supersedes the AST&L CTL designation  When complete it will be the premier logistics in the world  Be globally relevant, not US-centric  Reflect the most important and current knowledge, skills, tasks, and abilities of target audience  Fit well into APICS portfolio (CSCP, CPIM, SCOR-P, Principles)  Leverage APICS and AST&L existing channels/partners is essential for success

24. New from APICS Membership and Marketing

25. 25 © APICS Confidential and Proprietary NEW from Membership! APICS Membership App Benefits accessible through members’ devices. Download it today at apics.org/membershipapp

26. 26 © APICS Confidential and Proprietary NEW from Marketing! APICS Brochure  Provides an overview of APICS  Customize the back cover with your logo and unique message  Digital PDF format for email  Print via an online order portal  Standard and A4 formats Look for the October 2015 issue of Leadership Central for more information. A PDF of the standard version is available on C-Box now.

27. 27 © APICS Confidential and Proprietary NEW from Marketing! APICS Case Studies and Videos Demonstrate the value and impact that APICS education, training and certification programs bring to supply chain organizations. Ingersoll Rand (case study, video)Ingersoll Rand GE Oil & Gas (case study, video) GE Oil & Gas Intel (SCMR article)Intel ExpressPoint (First SCOR case study)ExpressPoint BASF (SCMR and APICS articles, video)BASF Coming soon! McCormick & Co. (First APICS + SCOR case study) The GE Oil & Gas and BASF videos will be played during general sessions at APICS 2015.

28. 28 © APICS Confidential and Proprietary NEW from Marketing! Content Catalog Comprehensive collection of written content to guide partners in developing marketing materials. Content application examples:  Website pages  Sell sheets  Presentations  Campaigns  Blogs  Events  And more!

29. 29 © APICS Confidential and Proprietary NEW from Marketing! APICS Chapter Website Program StarChapter to offer templated websites for APICS chapters  Complete package  Freedom within a on-brand framework Program benefits  Discounted pricing  Content and image feeds  Data Exchange  Proven easy-to-use system  New and existing StarChapter site options Worth mentioning  Not mandatory  Some limitations  More information coming soon!

30. 30 © APICS Confidential and Proprietary Sneak Peek!

31. 31 © APICS Confidential and Proprietary September 25 – 27, 2016 Washington DC

32. Thank You Questions?