Saturday, October 14, 2017

Location of Leadership Summit:
Grand Hyatt San Antonio
600 East Market Street, second floor

All channel partner leaders, including international and North American partners and chapter leaders, are invited to join the Leadership Summit.


10:30 a.m.-1 p.m.
APICS Leadership Summit Check-in
Location: Lone Star Prefunction A

Welcome to Leadership Summit: General Session Luncheon

11:30 a.m.-1:30 p.m.
Lone Star ABC
Advance registration is required to attend the Leadership Summit luncheon.

Ramona Memmott, CPIM, District Manager | APICS Pacific Western District
Dan DiFilippo, CPIM, District Manager | APICS Mid Atlantic District
Steve Georgevitch, APICS Chair
Abe Eshkenazi, CSCP, CPA, CAE, CEO | APICS
Jim Lahey, Vice President, Global Channel Services | APICS

Learning Sessions

Track 1:  Chapter Management
Track 2:  Membership Strategies
Track 3:  Global Partner Track

1:45 p.m. - 2:40 p.m. 

Track 1: Better Learn Balance – Balance is Key
Location: Lone Star D
Sean Baker

Let’s be honest, there are no perfect solutions to finding and maintaining harmony between career, life and volunteering. No matter who you talk to or what book you read, no one has the absolute answer on how to balance your time and energy among your commitments. The APICS body of knowledge offers tremendous theory and practical tools relating to planning, balancing inventory and efficient use of resources at work. But if you are looking for help in your personal and professional life, figuring out how to attend chapter board meetings, work a fifty-hour week, and not be late for dinner, then invest 55 minutes in this session! I assure you we will have a few laughs along the way (some at my expense) as we explore tips and tricks that very successful people use to manage their time. We will discuss how sharing schedules, clear concise communications and using new technologies are just a few strategies that may reduce the stress related to juggling your obligations.

Track 2: Recruiting - APICS Wants You!
Location: Lone Star E
Chester Frame, CPIM, CSCP, CLTD, CPSM

The millennials are here and we need to embrace them and add them to our leadership teams. We have to gain and hold their interest and we need to learn from them as we work to improve our operations. We need to grow our team to grow our business.

  • Seek out new people in Student Chapters or new hires in your area.
  • Use Mentors and small teams to nurture them and keep them coming back.
  • Build trust and confidence with each of your team members and let them do their work.

Track 3: Marketing Assets Designed with Partners in Mind
Location: Lone Star F
Jennifer Daniels, Vice President of Marketing | APICS

Get empowered with the latest and best APICS marketing insights and tools. Marketing leaders from APICS corporate team up with Terra Grande District Manager Jesus Campos Cortés to share new channel partner assets for launching and marketing CPIM and CLTD. Join the conversation and learn more about:

  • Sales and Marketing Success Task Force insights 
  • Tools to launch and promote CPIM
  • New CLTD marketing assets
  • Growing together in 2018

2:50 p.m. - 3:45 p.m. 

Track 1: Successful Sales and Marketing: It requires communication, collaboration, and commitment
Location: Lone Star D
Howard Forman, CFPIM, CIRM, CSCP, CLTD

APICS partners have been struggling to develop an effective sales and marketing program. Courses are offered but no one registers, prospects complain about costs, the location, the material, and the time and work involved. Yet, APICS certification is in demand by employers. We will discuss how a small chapter can market and sell its public and in-house courses.

  • How to develop an effective marketing message
  • How to have potential customers ask you to teach courses
  • How to sell APICS products and services when you don’t know how to sell
  • How to develop an effective guerrilla marketing program to reach existing, potential, and non-customers

Track 2: New Members, New Strategies: Rethinking Chapter Strategies for the Next Decade
Location: Lone Star E
Steve Melnyk

Chapters will be face an interesting challenge in the next decade – that of replacing baby boomers (traditionally the core of most chapters) with millennials (people born between 1982 and 2004). This is a significant challenge because we are now discovering that millennials are a unique generation with their own expectations and demands. In this presentation, we set the stage, identify what makes the millennials so different and how to formulate strategies to attract and to retain these new members. At the heart of this presentation is a simple transformation for the chapters – from providers of content to career partners.

Track 3: How to Manage Your Chapter or International APICS Partner Organization
Location: Lone Star F
Jenny Froome, General Manager | SAPICS, South Africa
Maryanne Ross, CFPIM, CIRM, CSCP, CLTD, CDDP | APICS Maine Chapter, USA

How do you take a struggling not-for-profit organization and rekindle it into a strong APICS international channel partner? Jenny Froome will take you on SAPICS' journey to strength. She describes how a 40-year partnership with APICS helped to build an organization on the southern-most tip of Africa, which is creating a vibrant community of educated supply chain professionals in that region. Maryanne Ross will then facilitate a discussion around the risks relating to the management of an APICS Chapter/Partner, for-profit and not-for-profit alike, and utilize her vast experience in Chapter management to help you identify and thereby mitigate your risks. This session is intended to be highly interactive so don’t come and expect to be able to hide in a corner!

3:55 p.m. - 4:50 p.m. 

Track 1: Social Media Marketing: How to make an impact
Location: Lone Star D
Jesus Campos, CPIM, CIRM, CSCP, CLTD
Samira Callejas

In this session we will discuss successful approaches to marketing through social media. Learn about the marketing strategies implemented by the APICS Mexico Chapter in order to generate greater interest in their community. You will walk away with new approaches on engaging customers through social media, email campaigns, and web pages to increase interest and engagement in your local area.

Track 2: Effective Membership Strategies: Forum for Small, Medium and Large Chapters
Location: Lone Star E
Celeste Ayers, CFPIM, CSCP
Elizabeth Corbett, CPIM
Mauricio Hernandez, CPIM, CSCP, Project/Program Manager | Shell Upstream Americas

Recruiting and retaining members can be a challenge for many chapters, especially with changing generational expectations and the culture of busy. In this presentation, three chapters of different sizes will share their best (and worst) practices in regards to maintaining and growing their membership base.
This will include:

  • Strategies to market the chapter to different age groups and career levels
  • Attractive programming that serves all members
  • Building a strong board that encourages and nurtures the younger generation

Track 3: Global Member Needs Survey Results and Q&A Session
Location: Lone Star F
APICS Executive Staff

This session will review results of the recent member needs survey and the impact on APICS Partners. A question and answer portion will be open to address questions and concerns raised by APICS global channel partners.

Volunteer and Partner Reception

5:30 p.m.-6:30 p.m.
Lone Star Prefunction A