Sale!

2018 S&OP Excellence and Analytics Summit – Chicago

Today, many organizations are facing increased pressure across all of their planning and resources. Sales and Operations Planning (S&OP) is the base for successfully managing the evolving market environment.  Attend this summit to learn how to bring change to your organization for better S&OP and operations planning, how to reach Integrated Business Planning in your organization and how to improve your organization’s performance through better business planning and forecasting. Learn from a variety of case studies, workshops and other formats focused on developing a Collaborative Integrated Planning Process, Automation and Machine Learning, Managing Demand for New Products, Data Governance, Data Visualization, Rolling Forecasts and more.

NO VENDORS to sway the content!

 

Attend this summit and walk away with real, concrete and actionable solutions while expanding your professional skill sets. Attendees from a wide range of industries and functional backgrounds make it a goal to attend every year. This broad makeup provides exceptional networking opportunities to enhance attendees’ experience at the event. The high level of attendee/speaker collaboration and engagement at the summit truly makes this a unique and favorable offering.

The S&OP Excellence and Analytics Summit is also part of our flagship Business Forecasting and Analytics Forum consisting of 3 focused tracks. If you register for this summit, you are able to attend any session that you wish within the forum giving you more choices to consider!

2018 S&OP Excellence and Analytics Summit – Chicago

  • September 17-18, 2018
  • Chicago, IL
  • $999.00$1,599.00

    You Save $
  • Get 14 CPE Credits!
  • SKU: N/A Category:

    Product Description

    Today, many organizations are facing increased pressure across all of their planning and resources. Sales and Operations Planning (S&OP) is the base for successfully managing the evolving market environment.  Attend this summit to learn how to bring change to your organization for better S&OP and operations planning, how to reach Integrated Business Planning in your organization and how to improve your organization’s performance through better business planning and forecasting. Learn from a variety of case studies, workshops and other formats focused on developing a Collaborative Integrated Planning Process, Automation and Machine Learning, Managing Demand for New Products, Data Governance, Data Visualization, Rolling Forecasts and more.

    NO VENDORS to sway the content!

     

    Attend this summit and walk away with real, concrete and actionable solutions while expanding your professional skill sets. Attendees from a wide range of industries and functional backgrounds make it a goal to attend every year. This broad makeup provides exceptional networking opportunities to enhance attendees’ experience at the event. The high level of attendee/speaker collaboration and engagement at the summit truly makes this a unique and favorable offering.

    The S&OP Excellence and Analytics Summit is also part of our flagship Business Forecasting and Analytics Forum consisting of 3 focused tracks. If you register for this summit, you are able to attend any session that you wish within the forum giving you more choices to consider!


    Schedule

    September 17th, 2018

    7:45am Registration and Breakfast


    8:30am Opening Keynote


    9:45am-12:00pm Break-out Best Practice Sessions


    12:00pm-1:00pm Lunch


    1:00pm-5:00pm Break-out Best Practice and Implementation Sessions


    5:00pm-7:00pm Cocktail Reception 


    September 18th, 2018

    7:45am Registration and Breakfast


    8:30am Opening Keynote


    9:45am-12:00pm Break-out Best Practice Sessions


    12:00pm-1:00pm Lunch


    1:00pm-4:30pm Break-out Best Practice and Implementation Sessions


    4:30pm Adjourn 




    Topics and Themes

    Below is a preliminary agenda of topics and learning objectives at the summit.  Session topics are subject to change. Final schedule will be released at least 1 week prior to the summit.

    Intriguing and Engaging Keynote Topics:

    Collaborative Forecasting and Insights

    Establish integrated business planning through synchronized forecasting processes

    • Develop, implement, and manage collaborative forecasts
    • Establish collaborative planning and forecasting partnerships
    • Make transparent, interrelated and aligned business assumptions
    • Capitalize on collective knowledge & decision making, while reducing redundancy

    Using Big Data to Enhance Demand-Driven Forecasting and Planning

    Using real-time information to sense demand signals and respond quickly to changes in demand

    • Create valuable and actionable insights from large amounts of data
    • Establish demand forecasting and planning processes before any technology adoption
    • Harnessing Big Data to support the identification of new market drivers and key performance indicators that influence consumer demand

    Future of Forecasting and Analytics

    Machine intelligence, cognitive bias, and human nature

    In this keynote, futurist and intelligence analyst Eric Garland explores where the predictive arts are headed as its professionals are faced with increasing computational power, more sophisticated software, and the persistent tragi-comedy of human nature.

    Drawing from 50 years in the history of organization foresight and his own 20 years in the field as an analyst, Garland predicts where forecasting is headed. He claims that Moore’s Law and proliferation of ubiquitous sensing platforms will be the main drivers, and that human psychology will – like always – be the real hurdle to superior leadership.

    In his trademark style, Garland will intersperse predictions about the future of big data and predictive analytics with the most amusing “total fails” in the history of the intelligence profession, just so we keep perspective as we conclude an enriching and challenging Summit.

    Elevating Finance In Strategy Execution

    In ever increasing numbers, CEOs are calling on Finance to be “more strategic,” but exactly what this means is rarely defined.  Strategy execution (M&A, capital expenditures, Marketing & IT investments, and other tactical initiatives) offers Finance an ideal opportunity to transform this vague commission into tangible results.

    Finance is uniquely positioned to improve profits and boost ROI with advanced practices in problem solving and decision-making.  In this workshop, you’ll learn how to: Select effective decision specialists, Equip them with techniques that produce better business solutions, and Position your specialists for maximum effectiveness

    Best Practice and Case Study Topics:

    S&OP Synchronization: People, Process and Technology

    Machine Learning Applications in Supply Chain Planning

    This session will introduce you to some analytics applications we have seen making a true difference within companies across different industries.  We will review different types of machine learning solutions and talk about the importance of feature engineering.  We will also share the latest trends in incorporating machine learning into forecasting, the addition of predictive analytics in managing inventory, the use case of machine learning to optimize key parameters, as well as the automation of root cause analysis used to prevent operational issues before they occur.

    Continuous Planning and Rolling Forecasts

    Utilize rolling forecasts to adapt to dynamic business challenges and opportunities

    • Utilize the advantages of re-forecasting and rolling forecasts
    • Maximize continuous “driver based” forecasting to keep your planning current and accurate
    • Analyze, interpret and integrate rolling forecast processes across the organization
    • Link the forecast to strategic and operational decisions

    Creating a Consumer Driven Supply Chain

    Using customer satisfaction as a measure of high performance 

    • Shifting from an operations driven organization to a customer driven organization
    • Finding and eliminating any material, process or production output that doesn’t create value
    • Balancing organizational priorities to create a nimble and responsive supply chain
    • Leveraging customer intelligence to refine your sales projections

    Avoiding Business Analytic Failures & Road Map for Implementation

    Through case studies of successes and failures you will learn the expected outcomes to compare your organization and assess the viability of the practical use of business analytics to improve performance or whether such efforts can be muted or meaningless.  Once the threshold of culture is answered then a framework for the road-map of engaging analytics is discussed to cover the attributes of the systems, processes, and people that then determine the scope of business analytics that can be deployed and its rapidity.

     Developing a Collaborative Integrated Planning Process

    Bring strategic planning, finance, supply chain, sales, marketing and product development into a unified planning operating model to drive transformational performance improvement decisions.

    • Harmonize financial and operational processes with customer demand
    • Enable collaborative, cross-functional business decision making across the product lifecycles
    • Deliver cross-enterprise alignment of planning and execution processes to improve predictability and financial performance while managing risk

    Utilizing Predictive Analytics to Identify Business Drivers

    Predict trends, understand customers, improve business performance, drive strategic decision-making, and predict behavior

    • Harness the ability to respond predictively and proactively to customer needs and wants
    • Enabling information streams to be accessed, analyzed and shared in real time
    • Drive strategic decision-making with insights from predictive analytics models

    Empowering Users with Self Service Business Intelligence

    Allowing end users to spend more time analyzing data for their needs

    • Creating a company-wide data governance policy to include SSBI
    • Cultivate a culture that embraces data-informed decision making
    • Encouraging interdepartmental collaboration
    • Align technology with the needs and skill levels of the end users

    Using Scenario Planning to Mitigate Risk

    Enhancing your organization’s competitive position and the ability to adapt to an ever-changing global environment

    • Helping foster a continual assessment of strategic actions to be taken
    • Utilizing scenario planning from capital planning to strategic investments to projecting talent needs
    • Using econometric analysis to enhance the competitive advantage of a business

    Developing a Successful Data Integration Strategy

    Create targeted efforts to source data, build models, and transform organizational culture

    • Improve collaboration: aligning IT and analytics
    • Maturity life-cycle: how to differentiate unstable data and mature data
    • Identify and leverage how different groups in the enterprise support analytics

    Data Visualization, Analytics, & Storytelling

    Drive intelligent decision making by presenting data and insights in a simple and impactful manner

    • Learn how to optimize the 3 C’s of data visualization: clarity, connectivity and concentration
    • Best practices on segmentation of data, checking legibility and focusing on the subject
    • How to design ways to keep users engaged

    S&OP: Align and Manage Demand for New Products

    Advanced lifecycle planning and forecasting strategies to meet long-term product requirements

    • Create a process to manage and track financial liabilities and mitigate risk through new product launches
    • Align demand forecasts with product introduction
    • Evaluate the full product lifecycle to forecast short and long-term fluctuations in demand

    Improving Forecast Risk Management via Top Down Analytics

    • Leverage statistical analysis to understand the risk profile of bottom-up forecasts
    • Monitor trade inventory risks and opportunities
    • Understand and account for forecast bias

    Data Governance: Creating Value from your Data

    Leverage your accessible, trustworthy data to drive new revenues, re-imagine business processes and improve the customer experience

    • Align data governance to business strategies and goals
    • Establish an operating model for success empowering everyone to use the data to optimize data
    • Assemble a data governance team to define and ensure best practices
    • Create business-relevant metrics associated with data governance policies

    In-Depth Application Workshops:

    Practical Demand Planning Segmentation

    How to apply Demand Planning Segmentation to improve planning and collaboration

    This workshop goes beyond the four boxes of Demand Planning Segmentation and shows you how to use this powerful analytical tool to improve your planning and collaboration efforts. Demand Planning Segmentation is a proven analytical process, and by itself often doesn’t return meaningful business results. This workshop will cover what the results mean and what actions to consider. You will learn the core principles of Demand Planning Segmentation, including some simple math, along with how to utilize the outputs to improve your planning and collaboration.

    Digital Forecasting and Analytics

    We increasingly want to make our reporting predictive and analytic. A forecast is just a predictive model. But how do you build forecasting into your work? In this workshop, we will start at a very basic level and work our way up to more advanced forecasting techniques. We will introduce and review concepts like smoothing, banding and breakouts. We will then consider different kinds of forecast challenges – limited data, seasonality, variation, product cycles – and potential ways to model and handle the difficulties they present.

    We will examine the role of exogenous variables and discuss how/whether to include them in a forecast. Since our problem set is focused on digital, attendees with experience with different variable types are encouraged to share their knowledge. Finally, we will cover the forecasting life-cycle and the ways you can embed continuous improvements into the process.

    Aligning Operational and Financial Strategy Through IBP

    Research and practical experience tell us that there is a gap between financial and commercial operations in many businesses.  While S&OP and IBP offer the promise of closing this gap, in many instances, reality does not measure up.  This session provides participants with hands on case studies that help the two groups experience what it is like to be in the other’s shoes and provide practical examples of how these learnings can be implemented in S&OP and IBP.  The first case study helps finances stakeholders understand the operational implications associated with inventory targets within the context of S&OP and IBP; the second case study helps operations stakeholders convert financial strategies using S&OP and IBP as the platform for operational action.  Session participants are provided with all the materials and necessary to assess the two cases using paper and pencil; laptops and tablets are not required for the session.  If you are interested in learning how to bridge the gap between finance and operations this is the session for you.

    Competitive Wargaming and Simulations

    Develop situational awareness of competitive position

    In the real world, most competitive issues are usually focused on tactical and operational problems or responses to emerging competitive threats rather than “grand strategy” initiatives that require external support and guidance to make actionable. This is why the hottest trend in business wargaming today is “skilling up” teams of internal facilitators with the ability to take on tactician support roles for exercises attacking the following seven (7) business problems:

    • Product Extensions and New Feature Design
    • New Market or Segment Entry with Existing Products and Services
    • Reacting to New Competitors with Asymmetric Market Power or Resources
    • Anticipating Disruptive Threats to your Business Model or Industry Structure
    • New Leadership Changes at Major Incumbent Competitors or your own Company
    • Mergers, Acquisitions and Alliances to Fortify Talent, IP or Product/Feature Development
    • Addressing Shifting Customer Needs/Wants Ahead of Competitor Reactions

    In this workshop, we will introduce these seven specific applications that can be most commonly addressed by internal wargame tacticians. Every master strategist or tactician started out as a novice so, join this exciting presentation and begin your journey toward making wargames and competitive simulations more accessible and actionable in your organization.


     

    2018 Presenters:

    2017 Presenters:

    Who Should Attend?

    • Business Analysis & Planning
    • Business Development
    • Business Intelligence
    • Business Solutions
    • CEO
    • CFO
    • Competitive Intelligence
    • COO
    • Demand Planning & Analytics
    • Executive Director
    • Forecasting
    • Market Analysis
    • Market Intelligence
    • New Product Business Analytics
    • Predictive Modeling
    • Pricing Analyst
    • Product Management
    • Product Intelligence
    • S&OP Demand/Planning
    • Sales Operations & Business Intelligence
    • Sales and Marketing Managers
    • Strategic Initiatives
    • Strategy & Operations
    • Supply Chain
    • VP, Sales
    • VP, Marketing
    • And others!

    Past Attendee Organizations

    Abbott Laboratories
    Adidas
    Advance Auto
    Alcoa
    Allstate Insurance Company
    Amgen
    BP
    Bose
    Capital One Bank
    CBS Interactive
    Chevron
    Chiquita
    Cisco
    Citrix
    Clorox
    Coca-Cola
    Del Monte Foods
    Dr. Pepper Snapple Group
    DuPont
    eBay
    Experian
    FedEx Services
    Ghirardelli
    Guitar Center
    Hallmark Cards, Inc.
    Hewlett Packard

    Intel
    Intuit
    JcPenney
    JetBlue
    John Hancock Financial Services
    Johnson & Johnson
    Kaiser Permanente
    Kohler Company
    Lincoln Financial
    Masonite
    Mayo Clinic
    Microsoft
    Oracle
    Overstock
    PepsiCo
    Pfizer
    Philips
    Qualcomm
    Rolls-Royce Corporation
    Shutterfly
    Siemens
    Sony Corporation of America
    Target
    United Healthcare
    Whirlpool
    And more…



    Attendee Participation Rates

    Early registration and group discounts below:

    Early Registration Rate Until 7/31/18 Regular Rates
    1 Attendee $1,599 $1,799 total
    2 Attendees $1,449/each $1,699/each
    3 Attendees $1,299/each $1,599/each
    4 Attendees $1,099/each $1,399/each
    5+ Attendees Contact Us Contact Us

    Venue and Hotel Information

    The forum will take place at:

    Holiday Inn Chicago Mart Plaza River North
    350 W Mart Center Dr
    Chicago, IL 60654
    (312) 836-5000‎
    Map It

    Online Reservations:
    Reserve your room here

    $239/night – Limited amount of discounted rooms available —Room block expires September  3rd, 2018

    A Modern, Upscale Chicago, IL Hotel, With The Best Views In The City

    Chicago beckons as an exciting city escape, from boating adventures at Navy Pier to days spent exploring attractions like the Field Museum, Art Institute of Chicago and the Lincoln Park Zoo, or attend an event next door at theMart. Newly updated rooms, redesigned for the ultimate in guest comfort, combined with award-winning service and thoughtful amenities like the best parking value in Chicago, make stays at the Holiday Inn Chicago Mart Plaza unforgettable.

    Meet for drinks at our chic Cityscape Bar with a skyline view considered the best in Chicago. Stop in for a breakfast buffet, or enjoy a new take on comfort food with a hearty dinner at Merchants Cafe. Located in River North, our hotel puts you close to trendy shops, award-winning restaurants, hip nightclubs and must-see sights like the Magnificent Mile and Willis Tower Skydeck.

    Parking and Transportation Options

    Parking at the venue:
    $35/day for overnight guests and $25/day from 7am – 7pm. All tickets must be validated at the front desk.

    Public Transportation:
    From O’Hare International Airport: Take the CTA Blue Line Train towards Forest Park and exit at Clark/Lake.

    • Head North on North Wells Street for 1 block.
    • Turn Left on West Wacker Drive for 1 block.
    • Turn Right onto North Orleans Street over the Franklin Street Bridge for 1 block before turning Left onto West Mart Center Drive (also referred to as West Wolf Point Plaza).
    • Destination will be on the Right past the first set of revolving doors.

    From Chicago Midway Airport: Take the CTA Orange Line Train towards the Loop and exit at Clark/Lake.

    • Head West on Lake Street toward North LaSalle Street.
    • Turn Right onto North Franklin (Orleans) Street over the Franklin Street Bridge for 1 block before turning Left onto West Mart Center Drive (also referred to as West Wolf Point Plaza).
    • Destination will be on the Right past the first set of revolving doors.
    The Hotel is located 1 mile from Chicago Union Station, .7 miles from Ogilvie Transportation Center, and accessible via the CTA Brown Line Train at the Merchandise Mart and .4 miles from the CTA Blue Line Train at Clark/Lake.