Integrated Business Planning Innovation

Reap the Rewards of Successful Planning 8th & 9th April, 2015

London, UK

Confirmed Speakers

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• CEO, Alpha Card

• Director, Supply Chain, OSRAM

• Director, Strategy, Collect+ • Director, Operations, Lighterlife UK

• Director, Strategic Partnerships, Rainforest Alliance

• Head of European Operations, SHARP Electronics

• Manager, Demand Planning, Danone • Head of Global Supply Chain, GSK

• Director, Supply Chain Finance, Barclays

• Managing Director, Tesco  • Director, Operations, Pizza Hut

• Director, Operations, LEGO

• Director, Supply Chain, Diageo

• Director, Supply Chain & Operations, Philips

• Mngr, Demand Planning, Treasury Wine Estates

• Former Manager, SI&OP, Masonite • Director, Supply Chain, Skanska UK

Previous Speakers

Past Delegates Include• Head of Business Operations Strategy, Skype

• Director, Global Supply Chain, Unilever

• Director, Inventory, Warner Bros. Home Entertainment

• Director, World Wide Business, Apple

• Snr. Director, Supply Chain, Bulgari

• Managing Director, Virgin

Who Will You Meet?There is no question that IE. provides the gold standard events in the industry and will connect you with decision makers within the analytics industry. You will be meeting senior level executives from major corporations and innovative small to medium size companies.

Job Title Of Attendees

President/Principal

SVP/VP

C-Level

Snr. Director/Director

Global Head/ Head

Snr. Manager/Manager

Academic (1%)

78%

1000+ Employees300-999 Employees50-299 EmployeesLess than 49 Employees

Company Size Of Attendees

8%

11%

25%56% 81%Attendees are

companies with at least 300

employees

3%

21%

12%

42%

13%

8%

Attendees are at Director level or above

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Effectively utilizing and mastering various components of the business planning process, whether it be within operations, finance or strategy, is paramount to success of any organisation today.

This summit will focus on the solutions offered by integrated planning and business forecasting. The two days will comprise of learning objectives, illustrated intermittently with a number of case studies, to include:

Evaluate how business forecasting, demand planning and S&OP operate on a global basis and in mature and emerging markets

Discover how Integrated Business Planning can provide an integrated planning platform across marketing, operations and finance

Learn about best-practice processes, identify and implement the supporting technologies, and design the best approach to connect the planning process across the enterprise

Understand the importance of change management; how to develop and link strategic planning and operational planning with financial planning and much more...

About The Summit

Vladimir is in charge of best Project Management practices implementation and key/strategic projects & programmes delivery across Sharp European Operations shared services (IT, Supply Chain, Technical Services, General Affairs, Finance, Tax/Treasury), including post M&A integrations. He is also one of the director’s on Sharp European Management Board.

French born and London based, he splits his time between running change initiatives, mentoring Project Managers, and writing. He has over 15 years’ experience in a wide variety of organisations (Expedia, Goodman, Level 3, Kroll Ontrack, …).

Vladimir CordierHead of European Operations SHARP Electronics

Case Study: Limited Risk Distributor (LRD) Model Implementation - How to Consolidate Risk, Supply Chain Management and Commercial Decision Making Across Europe

In order to create a new European Organisation which was flexible, market facing, sales focused, and empowered, back in 2012 Sharp embarked on implementing a Limited Risk Distributor (LRD) model. In this presentation, Vladimir will present the benefits, the challenges, and especially how a controlled project management approach allowed successful coordination and implementation across 20+ European countries and all departments/3rd parties involved.

Janssen holds an MBA in addition to 10+ years of International Management Experience in Supply Chain, Logistics, Customer Service and Procurement. She designed and implemented comprehensive Global Supply Chain strategies and managed Logistics & Customer Service Operations at Diageo. She holds a strong focus on value creation for the Customer & Organization, Working Capital Improvements and Cost Optimization. She holds an outstanding track record for successfully developing & implementing new and innovative Global Supply Chain strategies within Diageo. Her specialities include: Customer Driven Supply Chain Strategies, Supplier Relationship Management, Customer Collaboration, Sales & Operations Planning, Customer Service, Logistics & Procurement.

Using S&OP to Support Growth

Global Supply Chain is the critical connection between Diageo's customers, sales, marketing and the global supply of Diageo's brands. A focus on delivering real outcomes as a result of implementing a global sales and operations planning (S&OP) operating model enables Supply Chain to maximize Diageo's performance. Ivanka Janssen discusses how the drinks manufacturer uses S&OP to create a ‘channel’ of collaboration , drive better forecasting and align inventory investments to its extensive portfolio of premium brands, maximising both customer service and profitability.

Ivanka JanssenDirector, Global Supply Chain PlanningDiageo

Previous Speakers

Calum has been developing and managing supply chains in Consumer Goods and Retail sectors for over 20 years. With broad experience across demand planning, Sales & Operations Planning, distribution, procurement and systems development, both in line management and in consultancy, he has successfully transformed financial and operational performance in a number of businesses by developing people, processes, and systems.

Calum is currently Operations Director for LEGO Company Limited, where he is responsible for the development and delivery of supply chain strategy and performance for UK/Ireland markets, playing a pivotal role in the transformation and return to growth of LEGO.

Calum LewisDirector, Operations LEGO

Driving S&OP Excellence: Developing People and Process

What are the benefits S&OP is delivering? why are businesses struggling to get it right?

How are organisations responding to the changes needed?

Can sales, marketing and supply chain be truly aligned?

Should they be finding the right path for your value chain?

Steve   has been working with Tesco since 2010 and currently runs the distribution network for Tesco in UK and Ireland. He started in Tesco in Eastern Europe - serving as the CFO for Czech Republic and then Poland. Before joining Tesco  Steve  was the Managing Director for Dirol Cadbury with operations in Russia and CIS. He was in Russia for 5 years.   Steve’s previous experiences include a variety of strategy and finance positions with Cadbury Schweppes and Procter and Gamble throughout Europe and the US. At Cadbury Schweppes’s London headquarters, Steve led the finance and strategy teams for Cadbury’s Global Procurement organization, including commodity trading. Before joining Cadbury in 2003,   Stevewas the Western European Finance Director for P&G’s Health Care division, operating first in London and then Geneva. Prior to Europe,  Steve  worked in a variety of finance roles gaining responsibility. He has received an MBA from Duke University located in North Carolina and is married with 2 children.

The Tesco Plan: Working Together End-to-End With Suppliers

An opportunity to hear Tesco’s latest thinking on Supply Chain collaboration and how they plan to accelerate it to the next level to unlock value. Steve will share the background and approach to this exciting work and show how this will build on existing successful partnerships.

Steve StrachotaManaging Director, UK & IrelandTesco

Robert BeecherDirector, Supply Chain & Operations Philips

Supply Chain and Operations Executive with over 20 years’ experience in the Semiconductor & FMCG industries. I have worked all over the global in the UK, the Netherlands, USA, Italy and Hungary. Currently working with Philips Consumer Lifestyle UK&I as the Supply Chain & Operations Director. Philips Consumer Lifestyle is a leading manufacturer of Shavers, Kitchen Appliances and Baby Bottles. We supply to all key retailers in the UK such as Argos, Amazon, Boots, Tesco, ASDA and JLP.

Re-Energizing S&OP: The Road to Success

A presentation on the challenges of revitalising a mature S&OP process which was very time consuming and lack the real business insights required to make an agile and robust supply chain to support the every demanding needs of UK retailers.

Previous Speakers

Bernard is responsible in a dual role for Lamps SCP EMEA and LED Lamps globally. He has 19 Years of Supply Chain experience at OSRAM. He graduated as Industrial engineer and Physical Engineering and was involved in numerous supply chain project either as SCP or IT manager previously. His most important projects include:

- Implementation of APO at OSRAM including DP, SNP, PP/DS, ATP- Implementation of collaboration planning with customers (VMI)- Implementation of an integration planning approach- Implementation of a Supply Chain performance measurement tool

Seeing the Light in Supply Chain

OSRAM has developed an integrated Supply Chain planning approach including Sales & Demand Planning, S&OP, Supply Planning, Production Planning / Detail Scheduling and Available to Promise (ATP). In the presentation I will go through the whole process and share some insights regarding the organization, processes and tools. Furthermore I will show the benefits (improvement of forecast accuracy, delivery service, reduction of inventory, …) of the new planning approach but will give also an overview about the lessons learned and where we still see room for improvement.

Bernard CzapDirector, Supply Chain OSRAM

Dale TurnerDirector, Supply ChainSkanska UK

Lighterlife UK Ltd was one of the first health and lifestyle companies to exploit the commercial benefits of a Very Low Calorie Diet linking it with a personal change management programme using well proven counselling therapies such as Transactional Analysis and cognitive Behavioural Therapy.The presentation will focus on how a range of agile critical assets encompassing supply chain, intellectual property, physical location, and human resources management can be leveraged to deliver enhanced value through the development of a multi channel consumer led sales strategy in a market experiencing explosive growth dominated by increasing legislative controls, intense commercial competition and growing media and medical interest.

Streamlined Supply Chain

Lighterlife UK Ltd was one of the first health and lifestyle companies to exploit the commercial benefits of a Very Low Calorie Diet linking it with a personal change management programme using well proven counselling therapies such as Transactional Analysis and cognitive Behavioural Therapy.

The presentation will focus on how a range of agile critical assets encompassing supply chain, intellectual property, physical location, and human resources management can be leveraged to deliver enhanced value through the development of multi channel consumer led sales strategy in a market experiencing explosive growth dominated by increasing legislative controls, intense commercial competition and growing media and medical interest.

Stephen AptedDirector, Operations Lighterlife UK

Dale is a Director of Procurement and Supply Chain for Skanska UK with over 15 years experience in the construct ion industry in Healthcare, Custodial , Commercial, Civil and Defence sectors.Dale is responsible for sustainable supply chain sourcing and development, leading the UK procurement function (80 no.) and its strategic direction with a procurement transformation programme.Within the UK, Skanska buys more than £1billion of products and services each year from 4,500 suppliers and subcontractors.

Collaboration in the Supply Chain – The Supply Chain Sustainability School

A collaborative, innovative, partnering approach bringing together multiple competitors for one common cause.The Supply Chain Sustainability School is a virtual learning environment that aims to assist construction suppliers and sub-contractors build their sustainability knowledge and competence .

Members of the Supply Chain undertake a self assessment to see where they are on their sustainability journey. The Supply Chain Sustainability School produces a bespoke action plan to highlight some of the key areas to focus on and provides incentives through reward and recognition for use of more of the resources.

Previous Speakers

Zsofia's background comprises of 10+ years of multi-industry and international assignments within S&OP, E2E supply chain planning, product commercialisation & comprehensive commercial analysis.She has designed and implemented the divisional S&OP process for Masonite Europe CEEME.She is specialising in supply chain process implementation, improvement and cross-functional process audits to ensure overall business consistency. During improvement, the core focus is on working capital optimisation, but with customer satisfaction as key to success. Her track record holds successful process improvements also in areas of high performance, where shewas able to reach further improvement despite already good results.

Challenges of the Integrated Business Planning Process Implementation During the Recession In the Building Industry

Short overview of door commercial business and key drivers. Delving into the journey of the acquisitions and integration plans at the time.

This presentation will also outline the effects of the 2008 economic crisis on the business and the S&OP implementation

Key challenges include:Multiple issues coming from acquiring several local SMEsNo further big investment possibilities from mother company, as wel l as net gain on the process implementation.

Zsofia Agnes NagyFormer Manager, SI&OPMasonite

Soraya HeywoodManager, Demand Planning Danone

Edward Millard is Director of Strategic Partnerships at Rainforest Alliance, based in its London office. The position identifies and develops external relationship opportunities with companies, donor agencies and other key stakeholders to grow Rainforest Alliance’s work promoting sustainable land management and secure livelihoods in high biodiversity countries. Edward is a graduate in business administration. He was a business development manager for Oxfam Fair Trade for 14 years and Conservation International for 11 years. In both roles he spent extensive amounts of time abroad supporting small-scale producers to improve their competitiveness and open new markets. He has published three books and several articles on small-scale business development, is a board member of Goodweave International, an international body to eradicate child labour in the rug weaving industry and an independent assessor for a UK charity.

Planning for Sustainability: Integration at Company and Industry Scales

Businesses that depend on a supply of tropical commodities have moved planning and investment for sustainability to the forefront of their strategies. Concern for their corporate reputations and the long-term supply of raw materials has led companies to commit to a wide range of schemes to increase transparency, ethics and environmental management in their supply chains. These include international standards, voluntary certification schemes, individual company and industry-wide initiatives. This presentation will look at how Rainforest Alliance works with companies on these different approaches and consider what kind of demands they make on companies as they strive to integrate sustainability into every-day business decision-making.

Edward MillardDirector, Strategic PartnershipsThe Rainforest Alliance

Soraya graduated with a Masters in European Business & is currently the Demand Planning Manager for Danone Dairy UK, looking after their 24 month forecasting horizon. Prior to this she worked in ambient foods at Nestle UK. Soraya started her career in Supply Chain in 2010 at Nestle as Customer Demand Planner within their Food & Beverage division. Here she managed the forecast for the 18 month horizon for two of their top 5 retailers as well as the entire Wholesale & Convenience channel. Alongside this Soraya developed the collaborative planning process with the 4th and 5th retailers ensuring internal and external KPIs were met for planning accuracy, stockholding and customer service levels.

Integrated Business Planning - Creating a One Number Business

The S&OP process is vital to giving the business an understanding of performance to date but more crucially driving the future of our business, helping drive the correct actions to ensure we stay on track, close the gap or stretch performance, to deliver the annual strategy. A key requisite to achieving the purpose of S&OP is to have One-Number in the business, which is visible and aligned.

In this presentation I will share the work done within Danone Dairy UK over the last year to ensure we work as a One-Number business. Our aim has been to ensure we have one forecast throughout the S&OP process which is truly aligned between Marketing, Sales & Supply Chain.

Previous Speakers

Since graduating from the University Of Bath some 20 years ago Michael has worked across the supply chain functions, predominantly in the FMCG and Fresh Produce Industries. Having spent the early years of his career with P&G, Michael then joined Avon Cosmetics where he pursued his passion for developing and implementing agile supply chains and has successfully transferred those principles into the Fresh Produce and Food industries. Shortly after jo in ing Dairy Crest the bus iness restructured , amalgamating two divisions into a single business entity and has used IBP to standardise business processes. Michael has subsequently headed up the IBP program for Dairy Crest.

Michael DickenDirector, Demand & Supply PlanningDairy Cest

The Future of Integrated Business Planning

Implementing a single IBP process across two former businesses, each with their own interpretation of Sales & Operations Planning, has brought its challenges and rewards. In this talk, in addition to the business benefits, Michael explores the positive cultural impacts IBP is having across Dairy Crest and reflects on the key learnings from the past 12 months and considers what's next.

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Previous Speakers

More Presentations Coming

Aaron Moore-SaxtonDirector, OperationsPizza Hut

Aaron has been in hospitality operations for more than 20 years working with some of the UK’s leading companies in this field including Whitbread, Scottish and Newcastle and Spirit before moving to Yum! Brands in 2006. During his time in Yum! with the UK Pizza Hut team Aaron has work for both the dine-in restaurant and the home delivery channels and is now COO for the UK&I business. Aaron’s passion for the industry and for the operations role is born of a love of working with people from all walks of life and because of the variability each and every day brings.

Operational Excellence Through Simplicity

The reality of large organisations is that are complex. Yet the reality of operations is that it needs to be simply. How do these polar opposite ideals come together in the ever changing landscape of operations, IT and marketing to ensure that the day to day operators have the simplest of role, therefore allowing them to focus on the most important thing of all, the customer.

The Information

Silver Pass

£1095Access to all sessions &

networking event

£895 Early Bird Price(before 30 Jan)

Diamond Pass

£1495Access to all sessions, networking events, annual subscription to IE.

membership & Strategic Analysis Report

£1295Early Bird Price(before 30 Jan)

Gold Pass

£1295Access to all sessions, networking events & annual subscription to IE.

membership

£1095 Early Bird Price(before 30 Jan)

Registration Pricing

Integrated Business Planning Innovation SummitDate: 8th & 9th April, 2015 Location: London, UK

For larger groups or special requests contact Jordan Dunne by calling +44 207 193 0827 or email jdunne@theiegroup.com* Team discounts are applicable at the point of registration only.

Ways to Register

+44 207 193 0827 +1 323 446 7673

Group Discount Offers3 Silver Passes £2250 (£750 per attendee)5 Silver Passes £3500 (£700 per attendee)3 Gold Passes £2850 (£950 per attendee)5 Gold Passes £4500 (£900 per attendee)3 Diamond Passes £3450 (£1150 per attendee) 5 Diamond Passes £5500 (£1100 per attendee)

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1. Delegate Information...

2. Pass Types...Early Bird Pass Options until 30 January, 2015

Early Bird Silver: £895 Attendees ____ Early Bird Gold: £1095 Attendees ____ Early Bird Diamond: £1295 Attendees ____

Regular Pass Options after 30 January, 2015 Silver Pass: £1095 Attendees ____ Gold Pass: £1295 Attendees ____ Diamond Pass: £1495 Attendees ____

Group Discount Pass Options 3 Silver Passes £2250 (£750 per attendee) 5 Silver Passes £3500 (£700 per attendee) 3 Gold Passes £2850 (£950 per attendee) 5 Gold Passes £4500 (£900 per attendee) 3 Diamond Passes £3450 (£1150 per attendee) 5 Diamond Passes £5500 (£1100 per attendee)

For larger groups or special requests contact Jordan Dunne by calling +44 207 193 0827 or email jdunne@theiegroup.com.Group passes only available when all participants register together.

Pass Descriptions:Silver Pass: Access to all sessions & networking eventsGold Pass: Access to all sessions, networking events & annual subscription to IE. membershipDiamond Pass: Access to all sessions, networking events, annual subscription to IE. membership & Strategic Analysis Report

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Prices are exclusive of VAT. Places are transferable without any charge to another Summit occurring within 12 months of the original purchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before 2nd March, 2015 incur an administrative charge of 50%. If you cancel your registration after 2nd March, 2015 you will be charged the full fee. You must notify The Innovation Enterprise in writing of a cancellation, or you will be charged the full fee. The Innovation Enterprise reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

Registration FormIntegrated Business Planning Summit8th & 9th April, 2015 | London, UKFor registration or more information on the program, please call Jordan Dunne on +44 207 193 0827, or fax this registration form to +1 (323) 446 7673

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Networking Drinks 17.00 - 19.00

09 April

Session One 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Two 10.30 - 12.00

Lunch 12.00 - 13.30

Session Three 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Four 15.30 - 17.00

Day Two

08 AprilDay One 08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

19.00

08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

Session Five 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Six 10.30 - 12.00

Lunch 12.00 - 13.30

Session Seven 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Eight 15.30 - 17.00

Previous Sponsors

For sponsorship information contact Giles at ggodwinbrown@theiegroup.com

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What you get...• Access to over 200 hours of On-demand training on topics that are important to you, like S&OP, FP&A, Predictive

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they just watch a quick video.• Monthly newsletters with industry insights and important news - vital for up-to-date info and methodology.

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