Southwest District Updates
Joan Wallner
District Channel Manager-Southwest,
Pacific Western and Terra Grande
Districts
Value of APICS Research, Education,
Certification
According to US News and World Report-Supply Chain Industry:

244,100 jobs in the US

12.4% growth rate between 2012 - 2022

$95,440 median salary ($46,890 - $187,199)

4.1% unemployment rate

#5 best business job

#42 best job overall

Above average upward mobility

Above average stress

Average flexibility

Bachelor’s or master’s degree

APICS certifications often preferred
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© APICS Confidential and Proprietary
Elevator Pitch
APICS is the premier provider of education, certification and research for
supply chain and operations management professionals.
APICS also is the largest supply chain association in the world with a network
of more than 42,000 members and over 290 channel partners.
APICS best-in-class certifications have set the global standard for supply
chain and operations management excellence for over 40 years.
In fact, nearly 115,000 individuals have earned an APICS CSCP or CPIM
designation.
In the realm of associations that offer supply chain research, education,
certifications and professional development opportunities, APICS is the
leader.
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© APICS Confidential and Proprietary
Channels
What Are Channel Partners?
APICS services are available across the globe through APICS
partners. APICS works with local affiliates to provide APICS
certification exams, education and training, and membership
services to the local market.
•
Partners outside North America (100)
International associates and authorized education providers
•
Partners in the US, Canada, and Mexico
Professional and student chapters
• 200 professional chapters in North America in 9 geographical districts
• 214 student chapters
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© APICS Confidential and Proprietary
District Channel
Nine geographic districts
Mid Atlantic – 27
Canadian – 13
Northeast – 25
Southeast – 38
̶
Heartland – 20
Great Lakes – 20
Pacific Western – 17
Southwest – 15
Terra Grande - 24
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© APICS Confidential and Proprietary
Role of District Manager and Volunteer Team
•
District Manager
Each district elects a District Manager through a special
nomination committee made up of chapter leaders within the
district. The 9 district managers make up the district
managers committee.
•
District Volunteer Team
The District Manager has a volunteer District support staff to
assist with the development and implementation of chapter
management training and two-way communication between
APICS corporate and the local chapter.
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© APICS Confidential and Proprietary
Chapter Channel
APICS chapters and student chapters are located throughout
North America and offer convenient and personalized education
and a strong local network of peers are easily accessible for
members.
Participation with local chapters enables members to pursue
leadership opportunities that expand skill sets, enhance career
growth, and increase marketability.
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© APICS Confidential and Proprietary
Chapter Channel
APICS chapters offer a variety of services in communities throughout North America,
including
•
instructor-led certification review classes that help prepare candidates for testing
•
on-site training for organizations interested in educating a group of employees
•
certification study groups and North American group testing opportunities
•
seminars and workshops specific to a particular geographic area and/or industry
•
plant tours that provide insight into organizational principles and practices
•
workshops and meetings with allied organizations that enable members to
network
•
professional development meetings that foster local networking and career
development.
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© APICS Confidential and Proprietary
Chapter Structure
•
Tax Exempt, 501c(3) Nonprofit organizations
•
Incorporated
•
Bylaws
•
Financial Policies
•
Channel Partner Agreement (CPA) with APICS
•
Board of Directors
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© APICS Confidential and Proprietary
Chapter Board of Directors
Board positions and terms are outlined within the chapter
bylaws.
Most common board positions:
• President
• Vice President of Education
• Vice President of Membership
• Vice President of Marketing
• Vice President of Programs
• Treasurer
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© APICS Confidential and Proprietary
How Chapters Affiliate With APICS
Channel Partner Agreement (CPA)
•
The intent of the agreement is to strengthen APICS Corporate
and Chapters, by being able to legally share services and to
protect the brand and image of the APICS for all of its current
and future customers.
•
Outline of key corporate and chapter responsibilities
Channel Partner Agreement Compliance (yearly)
•
Letter of Assertion
•
Letter of Compliance
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© APICS Confidential and Proprietary
Chapter Benchmarking and Reporting (C-BAR)
Provide each chapter with a comprehensive set of activities
recommended for a successful chapter. Provide an objective
process to recognize chapters that meet or exceed the
accomplishment of recommended activities.
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North American Channel
Partner Strategy
Channel Partner Strategy
Networking Partner
Channel Partner
Premier Channel Partner
Several Presentations provided to Chapters on the new strategy
1.
2.
3.
4.
5.
6.
15
Initial change introduction
2nd communication with more details
Rollout timing
Frequently Asked Questions
Criteria and Tier Status
Frequently Asked Questions
© APICS Confidential and Proprietary
NA Channel Strategy
Focused on sales &
delivery
LLCs &
Consulting
Firms
Current APICS
Chapters
•
•
Premier price discounts
Membership sales
commission
Channel Partner
•
•
Price discounts
Membership sales
commission
Premier NFP
Channel Partner
•
•
•
Premier price discounts
Membership rebates
Sales assistance (DBDM)
NFP Channel
Partner
•
•
•
Price discounts
Membership rebates
Sales assistance (DBDM)
•
•
•
No price discounts
Membership rebates
Sales assistance (DBDM)
Premier Channel
Partner
Channel Partner
Organization (For
Profits)
Qualified
Instructors
Local Channel
Partners
(Chapters)
Focused on engaging
through members
NFP Network
Partner
Chapters are, and will continue to be, an important channel. However to grow the pie, we must
add additional channels to allow end-customers to purchase our products and services.
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© APICS Confidential and Proprietary
2015 Chapter Status Results by District
District
Network
Partners
Total Chapter
Premier
Partners
Channel
Partners
Canadian
Great Lakes
Heartland
Mid Atlantic
Northeast*
2
4
1
3
11
14
15
21
25
2
4
3
1
13
20
20
27
26
Pacific Western*
Southeast
2
3
10
27
5
8
17
38
Southwest
3
12
Terra Grande
5
16
3
24
Total
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151
26
200
15
*Note: Chapters that closed or are slated to close have been removed from above table summary.
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District Business
Development Manager
Update
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© APICS Confidential and Proprietary
Program Change:
Discontinue partial service option (effective July 1, 2015)
What is the change?
Chapters will no longer have the ability to participate under a partial service model.
Why is this change being made?
To focus on providing the highest level of service to partner leaders, by removing
systems and process complexities that are costly, time-consuming, and provide very
little value.
How will this change impact local channel partners?
Starting July 1, 2015, local channel partners can enroll in the program as full service,
or elect to opt-out. Current partial service partners will be contacted by their DBDM or
District Channel Manager to select either full service enrollment or opt-out.
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© APICS Confidential and Proprietary
Partner Leaders’ Role In The Initial Sales Cycle
Partner leader
supply sales
lead to DBDM
DBDM
receives lead
from the local
channel
partner
DBDM
requests
meeting with
prospective
client
Resubmit the information to the partner
leader with recommendation
Single
or multisite
DBDM
validates the
lead
Single
Corporate
Services
Multi Site
Accept
request
Client receive
request
No
Yes
Make
contact
now?
Yes
DBDM prepares for
client meeting
No
Yes
Partner leader
assist the DBDM
in nurturing the
client, as needed
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© APICS Confidential and Proprietary
Continue
pursuit
No
DBDM communicates
results and
recommendations to
the partner leader
Updates
APICS and AST&L merger final
We are pleased to announce that the merger of APICS and the American Society
of Transportation and Logistics (AST&L) is final.
The merger expands, extends and deepens the end-to-end supply chain body of
knowledge that fuels APICS global supply chain research, education and
certification programs. The merged organization offers unmatched content and
subject matter expertise that will enable individuals and organizations to meet
key supply chain challenges.
AST&L members will be given the choice to affiliate with an APICS chapter. After
this choice is made, they will be listed on your chapter roster in Partner Connect
but will have a special membership type (ASTL Legacy Membership). They will
have the complete suite of APICS member benefits.
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© APICS Confidential and Proprietary
Scholar funding
Applications for the Scholar Education program have closed, and now we need your support to
send as many applicants as possible to APICS 2015 in Las Vegas!
We received nearly 100 applications, and nearly as many volunteers have signed up to be
mentors.
How can you fund a scholar?
Districts, chapters and individuals are encouraged to contribute to this scholar fund. Donations
can be earmarked to fund a specific student or any student in your district, or general donations
can be used to fund any applicant who meets the criteria.
Funding for program is $1,100 per individual student or $1,000 per student if you sponsor
multiple students. Each donation provides a scholar with the opportunity to participate in
student-centered programming at APICS 2015, which includes workforce development
educational sessions, one-on-one mentorship and fulfillment of community service work.
Our current applicants fall within the following districts:
Canadian District: 6 Mid-Atlantic District: 9 Southeast District: 5
Great Lakes District: 15 Northeast District: 19 Southwest District: 6
Heartland District: 11 PacWest District: 7 Terra Grande District: 3
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© APICS Confidential and Proprietary
APICS Designation Comparison Chart
APICS designations give candidates a recognized industry
credential that builds on their knowledge and expertise in the
supply chain industry.
With the APICS Designation Comparison Chart, candidates can
view each designation at a glance to determine the right
program to help them gain a competitive edge in their supply
chain profession.
The comparison chart is available on C-Box as a PDF or
in PowerPoint slides.
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© APICS Confidential and Proprietary
APICS Certification and Endorsement Comparison Chart
Designation Name
CPIM
CSCP
SCOR-P
Designation Type
Certification
Certification
Endorsement
Reach
Global
Global
Global
Member discount
Yes
Yes
Yes
Program Overview
Provides candidates with the ability to
understand and evaluate production and
inventory activities within a company's
global operations.
Helps candidates demonstrate their
knowledge and organizational skills for
developing more streamlined operations
across the extended supply chain.
Enables candidates to learn techniques for
managing and measuring the performance
of a global supply chain utilizing the Supply
Chain Operations Reference (SCOR®)
model.
Area of content
CPIM focuses on an organization’s internal
operations and provides an in-depth
understanding of materials management,
master scheduling, forecasting, production
planning and provides the knowledge to
apply this information across the extended
supply chain.
CSCP focuses on the mastery of the
extended supply chain, from organizations’
suppliers through to the end customers. The
CSCP designation validates professional
understanding of supply chain management
and the integration of operations across the
extended supply chain.
Candidates learn the major process
components (Plan, Make, Source, Deliver,
Return and Enable) for managing and
measuring the performance of a global
supply chain by implementing the Supply
Chain Operations Reference (SCOR®)
model.
Eligibility Application
No
Yes
No
Candidate
qualifications
No college degree is required
Candidates must have:
3 years of related business experience or
Bachelor’s degree or the international
equivalent, or
Hold one of the following designations:
CPIM, CFPIM, CIRM, SCOR-P, CPM, CSM or
CPSM
Candidates are recommended to have five
years of working experience in a supply
chain
SCOR-Professional training is
recommended but not required
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© APICS Confidential and Proprietary
APICS Certification and Endorsement Comparison Chart
Designation Name
CPIM
CSCP
SCOR-P
Supply Chain
operations areas
most suited for
designation
Production and inventory management
Operations
Supply chain management
Procurement
Materials management
Purchasing
Planning
Supply chain design
Supplier management
Transportation
Supply chain management
Distribution channels
3PL, 4PL
Customer management
Production management
Operations
Supply chain management
Procurement
Materials management
Inventory management
Supply Chain
professional titles
Supply chain manager
Buyers or planners
Materials manager
Production planner
Consultant
Business analyst
Supply chain manager
Consultant, senior consultant
Supply chain project manager
Materials manager
Supply chain analyst
Business analyst
Logistics manager
Operations manager
Buyer, purchasing manager
Supply chain manager
Supply chain project manager
Materials manager
Logistics manager
Operations manager
Company benefit
The CPIM program provides employees with
the understanding to evaluate production
and inventory activities within an
organization’s global operations by
improving efficiency, maximizing technology
ROI and streamlining operations to address
challenges and opportunities.
The CSCP program helps employees master
advanced supply chain management
principles that extend beyond an
organizations internal end-to-end operations
from suppliers to customers. It provides a
higher-level of knowledge and skills needed
to streamline operations and produce
bottom line results.
The SCOR Professional program provides
employees with the major process
components of the SCOR framework (Plan,
Make, Source, Deliver, Return and Enable)
which helps companies to increase the
speed of system implementations, improve
inventory turns and drive measurable supply
chain process improvement and business
performance.
Candidate benefit
The CPIM program increases a candidate’s
functional knowledge of production and
inventory management by providing them
with the tools they need to effectively
evaluate and manage activities.
The CSCP program provides candidates with
the necessary tools to effectively manage
global supply chain activities and enables
them to implement best practice
approaches to increase supply chain
efficiencies.
The SCOR-P program builds a candidates
SCOR knowledge so they will be able to
manage supply chain projects with more
predicable outcomes, improve supply chain
performance and build team credibility with
senior management and other departments.
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© APICS Confidential and Proprietary
APICS Certification and Endorsement Comparison Chart
Designation Name
CPIM
CSCP
SCOR-P
Study methods and
guides
Self-study
Online study
Classroom study options
Exam Content Manual (ECM)
Participant workbook
Online CPIM Study Tools
CPIM Exam Simulator
Recommended references
APICS Dictionary
Self-study
Online study
Classroom study options
Exam Content Manual (ECM)
CSCP Learning System
Courseware materials
Online content and quizzes
APICS Dictionary
SOCR-P Framework
SCOR-P Quick Reference Guide
SCOR-P APP
SCOR-P courseware
Sample questions guide
On-line forums
Exam type
Computer-based multiple choice.
Computer-based multiple choice.
Computer-based multiple choice.
Exams
Must pass all five modules to become
certified.
5 modules each having their own exam:
Basics of Supply Chain Management - 105
multiple choice questions. 80 operational
and 25 pre-test* questions.
All other modules: 75 multiple-choice
questions per exam. 60 operational and
15 pre-test* questions.
Master Planning of Resources
Detailed Scheduling and Planning
Execution and Control of Operations
Strategic management of Resources
Must pass one exam to become certified.
Must pass one exam to become endorsed.
175 multiple-choice questions. 150
operational and 25 pre-test* questions.
60 multiple-choice questions.
3 hours (per module)
4 hours
2 hours
Exam length
*Pre-test questions do not contribute to the total score, but are necessary for research purposes. The pre-test questions are randomly distributed among the scored
items and are used for statistical purposes only. Candidates should answer all exam questions.
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© APICS Confidential and Proprietary
APICS Certification and Endorsement Comparison Chart
Designation Name
CPIM
CSCP
SCOR-P
Exam Content
Exam content is developed according to the
test outline included in the CPIM Exam
Content Manual and validated by global
subject matter experts. Exam questions are
monitored through rigorous psychometric
calibration and cross-referenced to industryapproved source material. A job task
analysis study is conducted every 3 – 5
years to ensure content relevancy.
Exam content is developed according to the
test outline included in the CSCP Exam
Content Manual and validated by global
subject matter experts. Exam questions are
monitored through rigorous psychometric
calibration and cross-referenced to industryapproved source material. A job task
analysis study is conducted every 3 – 5
years to ensure content relevancy.
SCOR Framework (40% of exam) covers:
Key Concepts
Processes
Performance
Best Practices
Skills
SCOR Project (60% of exam) covers:
Key Concepts
Pre-SCOR
Scope configure
Optimize
Ready
Exam scoring
APICS uses a scaled score methodology,
which is a technique for equating scores in
which the degree of difficulty varies from
one exam form to the next. The APICS CPIM
score range is 265 to 330.
Fail = 265–299
Pass = 300-330
APICS uses a scaled score methodology,
which is a technique for equating scores in
which the degree of difficulty varies from
one exam form to the next. The APICS CSCP
score range is 200 to 350.
Fail = 200–299
Pass = 300-350
APICS uses a percentage-correct scoring,
giving the applicant a percentage based on
the number of questions answered
correctly.
Each applicant must successfully answer
75% or higher to obtain a passing score on
the exam and to receive the SCOR-P
endorsement designation.
Pricing per exam
North America:
APICS Members $165 USD
Non-members $250 USD
International:
APICS members $325 USD
Non-members: $410 USD
North America:
APICS members $630 USD
Non-members $830 USD
International:
APICS members $1,050 USD
Non-members: $1,300 USD
Price includes the SCOR-P training,
materials and one Authorization to Test for
North America and International. The SCORP exam may not be purchased separately.
APICS Members $3,730 USD
Non-members $4,640 USD
Retaking an exam
Candidates who fail an APICS CPIM exam
Candidates who fail an APICS CSCP exam
must wait 14 full days before retaking the
must wait 14 full days before retaking the
same exam. The retake price is the same as same exam. The retake fee is $450 USD.
the exam price.
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© APICS Confidential and Proprietary
Candidates who fail an APICS SCOR-P exam
must wait 14 full days before retaking the
same exam. The retake fee is $350 USD.
APICS Certification and Endorsement Comparison Chart
Designation Name
CPIM
CSCP
SCOR-P
Exam cancellation
North America:
Candidates who no longer can test before
their ATT expires will forfeit their exam fees.
Any exam cancelled will result in forfeiture
of your entire exam fee paid to APICS and
your Authorization to Test (ATT) will be
consumed. However, candidates who have
already scheduled an exam and can no
longer take it are encouraged to cancel the
scheduled exam with Pearson VUE to free
up the reserved seat for other exam
candidates.
Candidates must pay the $45 USD
cancellation fee. Candidates who no longer
can test within their originally selected
window must cancel the exam directly in
their My APICS account by accessing the
online Authorization to Test Request Form.
Once logged in, candidates will have the
option to cancel their current ATT.
Candidates will receive a confirmation email
from Pearson VUE.
Candidates who no longer can test before
their ATT expires will forfeit their exam
fees. Any exam cancelled will result in
forfeiture of your entire exam fee paid to
APICS and your Authorization to Test (ATT)
will be consumed. However, candidates
who have already scheduled an exam and
can no longer take it are encouraged to
cancel the scheduled exam with Pearson
VUE to free up the reserved seat for other
exam candidates.
A rescheduling fee of $45 USD applies to
any rescheduled exam. Rescheduling an
exam less than one business day prior to
your exam appointment is subject to a
forfeited exam fee.
A rescheduling fee of $45 USD applies to
any rescheduled exam. Rescheduling an
exam less than one business day prior to
your exam appointment is subject to a
forfeited exam fee.
International:
Candidates must pay the $45 USD
cancellation fee. Candidates who no longer
can test within their originally selected
window must cancel the exam directly
in their My APICS account by accessing
the online Authorization to Test Request
Form. Once logged in, candidates will have
the option to cancel their current ATT.
Candidates will receive a confirmation
email from Pearson VUE.
Exam rescheduling
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© APICS Confidential and Proprietary
A rescheduling fee of $45 USD applies to
any rescheduled exam. Rescheduling an
exam less than one business day prior to
your exam appointment is subject to a
forfeited exam fee.
APICS Certification and Endorsement Comparison Chart
Designation Name
CPIM
CSCP
SCOR-P
Maintenance required Yes
Yes
No
Maintenance
requirements
Candidates are required to maintain their
certification every five years and must earn
a total of 75 professional development
points. The cycle starts the month the
candidate becomes certified.
Candidates are required to maintain their
certification every five years and must earn
a total of 75 professional development
points. The cycle starts the month the
candidate becomes certified.
N/A
Maintenance points
Candidates who hold a CPIM and CSCP
designation may apply earned points to
both designations when submitting their
maintenance applications.
Candidates who hold a CPIM and CSCP
designation may apply earned points to
both designations when submitting their
maintenance applications.
N/A
Certification
suspension
If a candidate does not maintain their
certification within five years, their
credentials will be suspended. With each
additional year their certification is
suspended, they will be required to submit
additional professional development points
to reinstate their certification.
If a candidate does not maintain their
certification within five years, their
credentials will be suspended. With each
additional year their certification is
suspended, they will be required to submit
additional professional development points
to reinstate their certification.
N/A
Maintenance
application fees
APICS members $75 USD
Non-members $150 USD
APICS members $75 USD
Non-members $150 USD
N/A
Yes
Yes
Credential Verification Yes
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© APICS Confidential and Proprietary
2016 APICS CSCP Certification Program Update
A reminder for the 2016 educational year: We are introducing an updated
APICS CSCP Certification program.
This will be a major update of the certification.
Both the APICS CSCP Learning System and exam are changing based on
information received from our recently conducted APICS CSCP Job Task
Analysis, feedback from the market and changes in the business environment.
Although the update process has begun, it is not complete. Detailed information
about the changes and pricing will be made available to you when they are
finalized. The 2016 Learning System product is scheduled for release in
November 2015 in preparation for the first 2016 exam window in March.
It is important to note that classes using the 2015 courseware materials will
continue to be offered through the end of the year. Candidates should not
be discouraged from purchasing the 2015 courseware materials.
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© APICS Confidential and Proprietary
Upcoming CPIM Webinars
CPIM Webinar Part 1 - Why every supply chain professional needs the APICS CPIM
Date: Tuesday, August 18, 2015
Time: 1:00-2:00 p.m. CT
How to Prepare for the CPIM Exams
Date: Tuesday, September 15, 2015
Time: 1:00-2:00 p.m. CT
Presenter:
Bob Collins, CFPIM, CIRM, CSCP
Senior Director of Professional Development, APICS
Information on apics.org>APICS Events
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© APICS Confidential and Proprietary
New SCOR App Available
The SCOR mobile application is available for download
through iTunes or Google Play for 99 cents with all proceeds going toward
APICS student programs.
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© APICS Confidential and Proprietary
Quarterly Incentive Awards 2Q 2015
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© APICS Confidential and Proprietary
APICS membership update
June membership totals came in at 42,676.
New members totaled 1,377 and new student members totaled
241.
Southwest District membership total: 2,211
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MEMBERSHIP COMPARISON BY DISTRICT
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New APICS membership model
APICS will launch a new, tailored membership experience for our members. Our
website will consult with each member at the time of membership renewal to discern
his or her primary motivation for affiliating with APICS.
Based on this primary motivator, APICS will suggest a listing of “featured” benefits
that are specifically tailored to help the member reach his or her stated goals. In
addition, APICS will release a mobile app this summer to allow APICS members easy
access to specific member benefits.
APICS will begin offering tailored “benefit bundles” to individuals based on their
motivator. Each member will be able to add additional benefits to his or her base
benefits bundle as desired. Our intent is to provide APICS members with the specific
tools needed to succeed at every stage of their careers
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© APICS Confidential and Proprietary
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© APICS Confidential and Proprietary
Don’t miss the APICS instructor development
opportunities at APICS 2015 in Las Vegas!
Train the Trainer
Date: Friday and Saturday, October 2 and 3, 2015
Location: The Mirage Hotel and Casino, Las Vegas, NV
Price: $450 USD
Enrollment deadline is August 28, 2015
Learning Dynamics for Instructors
Date: Thursday and Friday, October 8 and 9, 2015
Location: The Mirage Hotel and Casino, Las Vegas, NV
Price: $450 USD
Enrollment deadline is August 28, 2015
Applied Instructor Skills (AIS)
Only APICS Lead and Master Instructors are eligible to attend AIS
Date: Thursday, October 8, 2015
Location: The Mirage Hotel and Casino, Las Vegas, NV
Price: $250 USD
Enrollment deadline is September 4, 2015
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© APICS Confidential and Proprietary
Partner and Event Finder-New enhancement
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© APICS Confidential and Proprietary
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