APICS Northeast District Meeting
May 16, 2015
Mahwah, NJ
Gary Pezzuti will lead us in the
Pledge of Allegiance
Gary served in Vietnam with the 1st Cavalry Division – Airmobile as a Machine
Gunner and Infantry Squad Leader receiving the Combat Infantry Badge, an Air
Assault Medal, an Army Commendation Medal and a Purple Heart.
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© APICS Confidential and Proprietary
Roll Call of Chapters
Anthony Zampello CPIM, CIRM, CSCP
NED Volunteer Leadership Team
Communications
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© APICS Confidential and Proprietary
Joost Vles (pronounced yost fles)
1.
2.
3.
Born and Raised in Western New York (Buffalo)
Attended UB, Houghton, and UB again (MBA)
Career path:
A.
B.
C.
D.
E.
F.
G.
H.
I.
4.
Started in Computer Science (programming)
Joined APICS in 1988 (27 Years ago)
Inside Sales Manager, Customer Service
Director of Operations (Plant Manager) at American Brass
APICS Buffalo Board of Director since 2007 (President 2011-1014)
Now: Supply Chain Manager at Moog, Inc. in East Aurora
Now: Teaching APICS CPIM modules in Buffalo
Now: Teaching Operations Management in UB’s PMBA program
Now: APICS Northeast District Manager
Family:
A. Wife of 24+ Years, Cheryl
B. Son, Quinten (14) and Daughter Skylar (11)
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© APICS Confidential and Proprietary
Northeast District – Volunteer Leadership Team
1.
Joost Vles
District Manager
2.
Jennifer Kevlin
Student Case Competition
3.
Reed DuBow
Finance / Logistics
4.
Donna Gioffre
Special Projects
5.
Anthony Zampello
Communications
6.
Quinn Golden
Web Site/Communications
7.
Chapter Improvement Leaders (Ski Instructors)
8.
5
a) Tom Barry
CBAR Coach
b) Joe Shedlawski
Instructor Focal Point
c)
Strategic Planning
Ron Calanni
You!
© APICS Confidential and Proprietary
Review of the day
Chapter updates & anniversaries
2016 Student Case Competition update
APICS Corporate updates
1.
2.
3.
a)
b)
Board of Directors
District Manager Committee
4.
Dean Martinez, Executive Vice President, Education and
Certification (and primary legal advisor for APICS)
5.
break
6.
7.
DBDM update (February Q&A)
North American Channel Partner Agreement – Webinar
8.
lunch
9.
10.
PURPLE-OCITY (Michael Ford)
Chapter Improvement Team
11.
break
12.
13.
SCOR
Wrap up
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© APICS Confidential and Proprietary
Flash Drive Contents
1.
This presentation by Joost Vles
(1 file)
2.
APICS Updates by Dean Martinez
(1 file)
3.
Purple-Ocity abstract by Michael Ford (1 file)
4.
CBAR templates by Tom Barry
(2 files)
5.
Strategic Planning by Jeff Ball
(4 files)
6.
SCOR Marketing & Case Studies
(8 files)
7.
Darinda Ehrlich - N.A. CPS – CBOX link (1 file)
– http://www.apics.org/sites/cbox/corporate/from-apics-corporate
8.
APICS 2015 Las Vegas
(1 file)
9.
DBDM Q&A review from February
(1 file)
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© APICS Confidential and Proprietary
Monadnock Chapter
It is with great sadness that I acknowledge the closing of the Monadnock
Chapter.
To:
President:
VP, Finance:
Wade McAllister
David Deschenes
I want to personally say thank you for your leadership during this difficult time and
to say thank for your generous gift to the Northeast District’s Student Case
Competition. These funds will benefit the students of our district for the next three
years.
We know that you tried your best to prevent this day, and we appreciate your
efforts. You are valued members of APICS and I am confident that you will make
any Chapter that you choose to affiliate with stronger.
APICS Northeast District Manager
Joost Vles, CPIM, CSCP
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© APICS Confidential and Proprietary
Chapter Anniversaries
1.
New Haven
30 Years
(5/15/1985)
2.
Maine
35 Years
(10/24/1980)
3.
Tappan Zee
50 Years
(5/5/1965)
4.
South Shore
55 Years
(11/1/1960)
5.
Elmira
55 Years
(11/1/1960)
6.
Rochester
55 Years
(6/29/1960)
7.
Worcester County
55 Years
(3/17/1960)
8.
Buffalo
55 Years
(3/15/1960)
9.
Western Massachusetts 55 Years
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© APICS Confidential and Proprietary
(1/7/1960)
Northeast District KPI’s testing WuFoo tracker
1.
Increase Attendance by 5% year over year
2.
Increase TTT/LDI offerings
3.
Technology Training for Chapters: Help with NPS (Net Promoter Scores)
4.
100% Compliance on CPA/C-Bar
5.
Volunteer Development
A.
Training
B. Webinars
C. Board Development
6.
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Student Chapter KPI’s
© APICS Confidential and Proprietary
CPA/CBAR Submissions
Chapter submissions due July 31st
apicsnortheastdm@gmail.com
Required Documentation for CPA
1. Financial Letter of Financial Responsibility/
Letter of Financial Assertion, Appendix B in CPA
2. Annual Letter of Compliance, Appendix C in CPA
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© APICS Confidential and Proprietary
District Meetings & Conference
1.
May 15 & 16
West Jersey (You are here)
2.
September 18 & 19
Ottawa, Ontario Canada
3.
October 5 – 7
Las Vegas (Monday-Wednesday)
4.
March 4 & 5, 2016
Albany (Student Case Competition)
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© APICS Confidential and Proprietary
2015 – 2016 District Event Schedule
September 18 & 19, 2015
Ottawa, Canada
Joint District Meeting of the Canadian and Northeast Districts
September 19 & 20, 2015
Ottawa, Canada
Learning Dynamics for Instructors Course
All Events at the Hotel Fairmont Château
Laurier which stands as a testament to
this dynamic, thriving city.
Located next door to the Parliament
Buildings and close to ByWard Market,
Gatineau Park and many other Ottawa
destinations.
Mark your calendars now!!
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© APICS Confidential and Proprietary
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© APICS Confidential and Proprietary
Chapter Awareness Campaign
Timeframe: April—June 2015
Exciting opportunity for chapters to win a complimentary
APICS 2015 registration!

The Chapter Awareness Campaign runs April 1 to June 26

APICS 2015 marketing resources will be made available in
CBOX

Chapter participation in this campaign pivotal the success of
APICS 2015
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© APICS Confidential and Proprietary
Chapter Awareness Campaign
Timeframe: April—June 2015
The minimum requirements are:

Add the APICS 2015 to your chapter website (two options):
– Add the event dates and hyperlink to apicsconference.org
and/or
– Add the APICS 2015 tile ad and hyperlink to apicsconference.org

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Send one promotional email or newsletter blurb to your
chapter membership promoting APICS 2015
© APICS Confidential and Proprietary
Chapter Awareness Campaign
Timeframe: April—June 2015
To enter:

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Chapters must submit proof of eligibility to the Channel
Partner Services at chaprel@apics.org by Friday, June 26,
2015
© APICS Confidential and Proprietary
The APICS 2015 Leadership Summit
The APICS 2015 Leadership Summit features sessions to
help you advance your APICS partner organization

Save the date! The APICS 2015 Leadership Summit is
on Sunday, October 4
Engaging the new face of APICS
– Engaging the new channel model
– Engaging new faces
– Engaging successful leadership
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© APICS Confidential and Proprietary
APICS 2015 Special Pricing
APICS chapters qualify for up to five discounted registrations

$949* when you register by Friday, July 31

$1,049* when you register after Friday, July 31
*Additional $50 discount with a hotel reservation in the APICS
room block at The Mirage.
Discount Codes:
LVNVJ -- Leadership Summit Only
LVNVJ1 - Leadership Summit discount
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© APICS Confidential and Proprietary
See you in Las Vegas!
8th Annual NED Student Case Competition
March 4 – 5, 2016
Albany, NY
Case Competition Reminders:
Student, Chapter & Sponsor Information/Marketing available in September
Team Registration will begin October 12th
Simulation Format  Simulation rounds begin week of February 22nd
This summer don’t forget to budget for your Chapter’s vital financial support
to hold this event for ~112 Students each year.
Mark your calendars now!!
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© APICS Confidential and Proprietary
2015 APICS International Student Case Competition
Donation to the 2015 NED Student Team from Mid-Hudson
Chapter in loving Memory of Joan Marie Clark
On 16 June 2014, Joan Marie Clark, wife of Jim Clark ,
CFPIM, CIRM passed away. She and Jim had been married for
58 years. Jim's job took him all over the world and the United
States and Jim had a committed relationship with APICS,
delivering thousands of hours of education, writing many
APICS International Conference presentations/papers.
None of this could have been done without Joan's
commitment to Jim's career.
She juggled raising a family, a job, and being Jim's partner in
life. Jim's contributions to APICS were also Joan‘s.
It's in remembrance of Joan's support of Jim's lifelong
commitment to APICS that the Mid-Hudson Chapter is
making a donation to the Northeast District APICS Student
Team. It's our final farewell to a true lady, mother,
grandmother, working professional, and quiet supporter of
APICS.
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© APICS Confidential and Proprietary
2015 APICS International Student Case Competition
Donation to the 2015 NED Student Team from ‘Friends of Rick’
On 23 July 2014, Rick Haniszewski, a cherished husband,
father, papa and friend passed away. He will be sadly missed
by many dear family and friends.
Rick’s dedication to APICS and the Buffalo Chapter was
second to none and he served his Chapter in many roles
over the years. Rick was also willing and able to provide his
humor, light heartedness and hijinks to many APICS
Northeast District Meetings.
In remembrance of Rick’s dedication and commitment to
APICS, ‘Friends of Rick’ are making a donation to the
Northeast District APICS Student Team and a celebratory
cheer to his lasting memory.
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© APICS Confidential and Proprietary
District Meetings & Conference
1.
May 15 & 16
West Jersey (You are here)
2.
September 18 & 19
Ottawa, Ontario Canada
3.
October 5 – 7
Las Vegas (Monday-Wednesday)
4.
March 4 & 5, 2016
Albany (Student Case Competition)
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© APICS Confidential and Proprietary
APICS Updates
1. AST&L
2. SCOR
3. NA CPS
4. DBDM
AST&L Merger
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© APICS Confidential and Proprietary
SCOR
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© APICS Confidential and Proprietary
North American Channel Partner Strategy
Focused on sales & delivery
Premier Channel Partner
LLCs & Consulting
Firms
Channel Partner
Organization (For Profits)
Channel Partner
Current APICS Chapters
Qualified
Instructors
Premier NFP Channel
Partner
Local Channel Partners
(Chapters)
NFP Channel Partner
•
•
Premier price discounts
Membership sales commission
•
•
Price discounts
Membership sales commission
•
•
•
Premier price discounts
Membership rebates
Sales assistance (DBDM)
•
•
•
Price discounts
Membership rebates
Sales assistance (DBDM)
•
•
•
No price discounts
Membership rebates
Sales assistance (DBDM)
Focused on engaging through
members
NFP Network Partner
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© APICS Confidential and Proprietary
Chapter Heat Maps
Struggling/Closed
Network Partner
Channel Partner
Premier Partner
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© APICS Confidential and Proprietary
Northeast District
NE1 NE2 NE3
NE4 NE5 NE6
NE7 NE8 NE9
NE10 NE11 NE12
NE13 NE14 NE15
NE16 NE17 NE18
NE19 NE20 NE21
NE22 NE23 NE24
NE25 NE26
DBDM Hiring Update
(District Business Development Manager)
Active:
Pacific-Western / Canada
Terra Grande / Southwest
Candidates:
4 for Greatlakes / Heart land district,
2 Mid-Atlantic / Northeast
3 Southeast
Interviews are being covered by:
Henri's team as appropriate,
Corp. Services (Dominick) only to explain the sales pipeline, and
Current DBDM's (A day in the life…)
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© APICS Confidential and Proprietary
9:05 – 10:20
Dean Martinez
APICS Updates
10:35 – 11:30
Joost Vles
DBDM Q&A from February 2015
DBDM Q&A review from February
Q: How is ‘home’ zip determined? Are there
territories or ownership of areas?
This is an important question, and the answer will likely help us to answer
the rest of the questions on this list. First a point of clarification – “Home”
implies a residential or business location. Since most chapters do not
have a bricks and mortar location, we provide potential customers with a
chapter’s primary meeting location. That is where they hold PDMs, or
deliver training. We ask each chapter to identify this location by
completing the profile page in APICS Partner Connect.
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© APICS Confidential and Proprietary
DBDM Q&A review from February
Q: If an instructor teaches outside of his or her
‘home zip’, where do the sales dollars go?
The revenue follows the opportunity - thus it would go to the chapter
booking the opportunity. The instructor would be paid by the chapter
selling the deal out of the revenue collected - and at a pre-agreed rate.
This agreement is between the Chapter and the instructor - APICS has no
involvement in it. The instructor is in essence a contracted resource and
an expense that would be part of the sale.
If the DBDM sells the deal and the Chapter is a full opt-in then the DBDM
would help facilitate the agreement with the instructor and be sure the
instruction fees are accounted for as part of the deal costs.
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© APICS Confidential and Proprietary
10:35 - 11:30 N.A. CPA - webinar
Collect questions for Joost to
take to APICS Corporate
Lunch
11:30 – 12:30
Illusions Restaurant
st
1 Floor
Purple-Ocity
12:35 – 1:55 p.m.
Craigmere
12th Floor
3:15 - 4:00 SCOR Webinar & discussion
Collect questions for
Joost to take to APICS
Corporate
4:05 - 4:30 Wrap-Up
Next Meeting is in
Ottawa, Canada
September 18 & 19, 2015