Early bird registration: Save 15% on workshops. Book HERE before 20th December

+61 (3) 9596-5830 | www.oliverwight-ap.com/ibpconf

Integrated Business Planning For High Performance Organisations

Inspiring Business Performance

Oliver Wight Conference and Workshops

24th - 25th February 2015Melbourne, Australia

Early bird registration: Save 15% on workshops. Book HERE before 20th December

+61 (3) 9596-5830 | www.oliverwight-ap.com/ibpconf

1

Join us for our invitation-only conference and workshop programme where leading organisations will share their experiences in implementing Integrated Business Planning (Advanced S&OP), and the lessons they’ve learnt and the successes they’ve had.

Workshop Wednesday On day two of the conference, we are offering three unique workshops, which will help you get up to speed with the latest thought leadership on different aspects of Integrated Business Planning (IBP) and take your IBP process to the next level.

Driving Innovation Participating in this exclusive Integrated Business Planning Conference will enhance

your IBP knowledge, allowing you to allocate resources to the most productive activities and react swiftly to ever-changing market conditions. Integrated Business Planning can enable any organisation to drive innovation, improve decision-making and boost profitability but only if it is properly understood and implemented.

Education Education Education This conference programme is designed to provide you with an outstanding educational experience. Successful IBP implementation is very much dependent on people and behaviours, thus, education has a vital role to

play. Before people can apply best practice they need to understand what it is – the key lies in workshops, ongoing coaching and cascade education. Only in this way can IBP enable your organisation to make the fundamental shift from finances being the driving force for all management activity to the point where the finances are the consequence of slick processes that perform profitably. Our aim is to provide an opportunity to gain new skills and knowledge in order to respond with speed and agility to changing conditions and stay on track to achieve your business goals.

...to the brand new Oliver Wight Asia Pacific conference, Integrated Business Planning for High Performance Organisations

Welcome...

DateTuesday, 24th February 2015Wednesday, 25th February 2015

VenueCrown Conference Centre,8 Whiteman Street, Southbank 3006, Melbourne, Australia

PriceDay one: Conference AU$295 (+GST) per delegateDay two: Workshops Half day AU$695 (+GST) per delegate Full day AU$1,390 (+GST) per delegate

“Take advantage of the information in this registration brochure to maximize your conference experience”.

Early bird registration: Save 15% on workshops. Book HERE before 20th December

+61 (3) 9596-5830 | www.oliverwight-ap.com/ibpconf

2

Contents

Contents

3 Full programme schedule

3 Day one: Conference – 24th February 2015

4 Day two: Workshops – 25th February 2015

5-8 Speaker biographies and presentation abstracts

5 Peter Arambatzis ChiefFinancialOfficer Australian Nuclear Science and Technology Organisation

5 Jacqui Harington BusinessPlanningManager New Zealand Farm Source

6 Graham Dugdale ExecutiveDirector-Commercial Simplot Australia

6 Ian Roughsedge ManagingDirector Changefirst Australia and New Zealand

7 Ron Ireland Principal Oliver Wight Americas

7 Mark McKeon Keynote Speaker and High Performance Coach

7 Amanda Banfield ManagingDirector Mondelez Australia and New Zealand

8 Crispin Powis ManufacturingDirector Kimberly-Clark Australia

8 Henry Martin SupplyChainDirector Fonterra Brands New Zealand

9-10 Workshop programme

11 Registration and venue information

Early bird registration: Save 15% on workshops. Book HERE before 20th December

+61 (3) 9596-5830 | www.oliverwight-ap.com/ibpconf

3

9:00am - IntroductionMike Reed, Partner, Oliver Wight Asia Pacific

9:10am - Creating an inspiring culture to accelerate IBP implementationAmanda Banfield, Managing Director, Mondelez Australia and New Zealand

9:45am - IBP’s role in Improving Customer Service at Kimberly-Clark AustraliaCrispin Powis, Manufacturing Director, Kimberly-Clark Australia

10:20am - Coffee break Networking opportunity

10:50am - The Role of the Weekly Planning Process in an IBP environmentHenry Martin, Supply Chain Director, Fonterra Brands New Zealand

11:25am - Improving the Financial Forecasting Process with IBP at ANSTOPeter Arambatzis, Chief Financial Officer, Australian Nuclear Science and Technology Organisation

12:00pm - The Benefits of Linking IBP with Supplier Collaboration: Experiences from Walmart et alRon Ireland, Principal, Oliver Wight Americas

Full programme schedule

Fullprogrammeschedule

Day one: Conference - Tuesday, 24th February 2015 Time: 9am - 5pm Cost: AU$295 (+GST) per delegate

12:35pm - Lunch Networking opportunity

1:35pm - Implementation versus Installation: The key to realising the benefits from your investment in IBPIan Roughsedge, Managing Director, Changefirst Australia and New Zealand

2:10pm - Implementing Retail IBP at New Zealand Farm SourceJacqui Harington, Business Planning Manager, New Zealand Farm Source

2:45pm - Coffee break Networking opportunity

3:15pm - The Role of Product Management in IBPGraham Dugdale, Executive Director – Commercial, Simplot Australia

3:50pm - How High Performing Teams Really FunctionMark McKeon, Keynote Speaker, High Performance Coach

4:50pm - Closing RemarksMike Reed, Partner, Oliver Wight Asia Pacific

Early bird registration: Save 15% on workshops. Book HERE before 20th December

+61 (3) 9596-5830 | www.oliverwight-ap.com/ibpconf

4Fullprogrammeschedule

Day two: Workshops - Wednesday, 25th February 2015

Collaboration and IBP Optimised supply chains are built on optimised planning and control environments. Are you building external relationships on a shaky foundation? IBP provides the infrastructure you need for success. This interactive workshop will help delegates establish whether their organisation is people or process driven.

Ron Ireland, Principal, Oliver Wight Americas

Time: 9:00am – 4:30pm 10:20am: Coffee break - Networking opportunity 12:35pm: Lunch - Networking opportunity 2:45pm: Coffee break - Networking opportunity: Cost: AU$1390 (+GST)

Using assumptions in IBP All plans and projections for the future need to be based on assumptions. This workshop will examine the role of assumptions in IBP and which assumptions need to be reviewed and updated each month.

Mike Reed, Partner, Oliver Wight Asia Pacific

Time: 9:00am – 12:30pm 10:20am: Coffee break - Networking opportunityCost: AU$695 (+GST)

Performance measurement for IBP Performance measurement is an integral part of the Integrated Business Planning process, yet many organisations either don’t measure the right things or don’t use the measures they have to drive improvement. This workshop will focus on appropriate measures to use in the core IBP reviews.

Stuart Harman, Partner, Oliver Wight Asia Pacific

Time: 1:00pm – 4:30pm 2:45pm: Coffee break - Networking opportunityCost: AU$695 (+GST)

Early bird registration: Save 15% on workshops. Book HERE before 20th December

+61 (3) 9596-5830 | www.oliverwight-ap.com/ibpconf

5Speakers

SpeakersThis conference brings together an unrivalled line up of outstanding speakers

and provides a fantastic opportunity for delegates to network and share

experience with others who are implementing or planning to implement

Integrated Business Planning processes.

Peter Arambatzis Chief Financial Officer Australian Nuclear Science and Technology Organisation

“Improving the Financial Forecasting Process with IBP at ANSTO”

Peter Arambatzis, Chief Financial Officer at ANSTO, has over twenty five years of operational, commercial and financial experience within the healthcare and financial service sectors gained

domestically and internationally across Asia, Europe and North America.

Prior to joining ANSTO, he was the North America CFO for a multibillion dollar GE Healthcare Financial Services operation. As Chief Financial Officer of ANSTO, Peter is responsible for all finance and controllership related activities, supply chain and logistics, quality compliance and continuous improvement. He is also the business owner and project leader for several key organisational initiatives.

Peter’s presentation will detail the process and behavioural transformation that the ANSTO team have driven over the last 3 years and in particular the changes and resulting impact from a finance perspective.

Jacqui Harington Business Planning Manager New Zealand Farm Source

“Implementing Retail IBP at New Zealand Farm Source”

Jacqui comes from an extensive retail planning background with 20 years’ experience spanning South Africa, the UK and New Zealand. Her experience encompasses strategic planning,

category development, demand forecasting and planning, assortment, range and space planning and replenishment. Jacqui enjoys seeing teams developing and working well together cross-functionally to achieve success.

Jacqui’s presentation reviews the journey to date of Australasia’s first Retail IBP implementation.

Early bird registration: Save 15% on workshops. Book HERE before 20th December

+61 (3) 9596-5830 | www.oliverwight-ap.com/ibpconf

6Speakers

Graham Dugdale Executive Director - Commercial, Simplot Australia

“The Role of Product Management in IBP”

Graham is an experienced leader within the consumer goods industry with over 25 years’ experience in creating, transforming and growing businesses and brands. Graham has

experience in marketing, sales, finance and general management which he has applied within the UK, South Africa and Australia

Graham joined Simplot Australia in 2004 as the General Manager of a joint venture between Simplot and I&J Foods from South Africa. After deciding that he wanted to settle in Australia permanently, Graham accepted the position of Executive General Manager – Retail in September 2007. In September 2013 he assumed the role of Executive Director Commercial where he is accountable for the profit and loss and commercial, sales and marketing strategy for Simplot Australia.

Graham’s presentation will detail how Simplot has continued to develop the Product Management Review, as well as revealing insights into how Simplot is one of the few companies in the world that has maintained Oliver Wight Class A status for more than 10 years.

As Graham explains, “at Simplot we have recently restructured ourselves and it is now quite convenient and practical for us to include discussions on planned portfolio changes within our monthly IBP process. These discussions include: planned new products, product changes and refreshment, product value engineering, and tail management. Agreement is reached on prioritisation, resource allocation and managing any supply and demand impacts. This has proved invaluable in efficiently managing our portfolio of categories and brands.”

Ian Roughsedge Managing Director Changefirst Australia and New Zealand

“Implementation versus Installation: The key to realising the benefits from your investment in IBP”

For the last 16 years, Ian has helped organisations translate their business strategies into sustainable results within the financial services, utilities, telecommunications, insurance, manufacturing, FMCG, ITC, pharmaceutical, medical, services, chemical, transportation and media industries. As a skilled consultant and facilitator, Ian applies his diverse experience to enable organisations to convert corporate strategies into sustainable results.

In a study completed by Changefirst, it was found that the major cause of failure when implementing major change is an ‘organisational mindset’ which is preoccupied with getting the “solution” installed and ignores the bigger need to actually change the way people work. This focus, has resulted in quite alarming failure rates.

• 7outof10initiativesfailtodelivertheirintendedresults • 28%areabandonedbeforecompletion • 46%arebehindscheduleoroverbudget • 80%arenotusedinthewaytheywereintendedtobeornotusedatallsixmonthsafterinstallation

In his presentation, Ian will share the six critical success factors required for realising the expected benefits from your investment in Integrated Business Planning.

Early bird registration: Save 15% on workshops. Book HERE before 20th December

+61 (3) 9596-5830 | www.oliverwight-ap.com/ibpconf

7Speakers

Mark McKeon Keynote Speaker High Performance Coach

“How High Performing Teams Really Function”

Mark McKeon lives the life most of us dream about. In between High Performing Teams and Time Creation keynote presentations, Mark leads a team that provides conference, training

and coaching services to organisations around the world, yet he works only 30 hours per week, and takes 10 weeks annual holiday. Mark has been able to achieve this by becoming the master of his own time and unleashing the power of high performance teams.

Mark spent 18 years in the AFL as a player, fitness coach and motivator including five years with the Victorian State of Origin Team, and acted as Collingwood’s Runner for over 250 games.

He is Consulting Editor for both Australian and UK editions of Ultra-Fit Magazine and is the author of 2 successful books, “Every Day Counts” and “Work a Little Less, Live a Little More”. He is also a regular magazine and newspaper columnist.

Ron Ireland Principal Oliver Wight Americas

“The Benefits of Linking IBP with Supplier Collaboration: Experiences from Walmart et al”

Oliver Wight’s Ron Ireland, was asked to facilitate the Voluntary Interindustry Commerce Solutions (VICS) working group to develop the retail industry best practices for Integrated Business Planning, and how it could link to Collaborative Planning Forecasting and Replenishment, CPFR®. This working group was sponsored by the world’s largest retailer, Walmart, where Ron had previously been employed as the Strategy Manager in developing and implementing Walmart’s forecasting and replenishment processes as well as CPFR®.

Rons presentation will discuss what is IBP for retailers as well as what is CPFR® that is used for collaboration between retailers and suppliers

Ron will also discuss the importance and benefits of IBP in retail and how it has changed the scope of supplier collaboration and the value it has for the suppliers

Amanda Banfield Managing Director Mondelez Australia and New Zealand

“Creating an inspiring culture to accelerate IBP implementation”

Implementing Integrated Business Planning is not simply a case of building a project team, working on a process design and rolling out an approach. There is great benefit in building a

positive culture, attaining individual buy-in and creating a dynamic team spirit to accelerate the implementation of IBP. Mondelez International, the company behind brands such as Cadbury, The Natural Confectionery Company and Oreo, has implemented an IBP process in Australia based on a global model, against the backdrop of a previous less-than-successful attempt. In her presentation, Amanda will highlight the approach that was taken and the challenges that needed to be overcome to ensure success.

Early bird registration: Save 15% on workshops. Book HERE before 20th December

+61 (3) 9596-5830 | www.oliverwight-ap.com/ibpconf

8Speakers

Henry Martin Supply Chain Director Fonterra Brands New Zealand

“The Role of the Weekly Planning Process in an IBP environment”

Henry is an experienced supply chain leader with 12 years experience in supply chain roles. Henry enjoys a challenge and variety, and delivering results through a focus on continuous

improvement and developing highly engaged teams. Over the last 10 years, Henry worked in supply chain roles covering, supply chain planning, procurement, supply chain management, continuous improvement, and change management covering diverse industries from forestry, building supplies and food.

More specifically he has acquired skills and experience in Sales and Operations Planning, MRP II and ERP systems (SAP, APO, MOVEX), procurement, logistics, supply planning, optimisation, value-stream mapping, lean manufacturing and continuous improvement across supply chain, procurement, and manufacturing.

In his presentation, Henry will explore the journey to embedding this process as a potent set of disciplines for managing the tactical horizon and releasing senior managers to spend more time on strategic issues.

Crispin Powis Manufacturing Director Kimberly-Clark Australia

“IBP’s role in Improving Customer Service at Kimberly-Clark Australia”

In his current role as Manufacturing Director for Kimberly-Clark Australia and New Zealand, Crispin Powis leads Kimberly-Clark’s three Australian mills in Millicent, Ingleburn and Albury, as well as the Procurement, Packaging and Safety teams.

Since joining Kimberly-Clark in 1987, Crispin has held various senior roles, and has been a dedicated advocate of continuous improvement in manufacturing and product supply. Prior to his current role, Crispin took on a secondment to lead the implementation of Integrated Business Planning (IBP) at Kimberly-Clark. The program underpinned significant improvements in customer service levels and go-to-market effectiveness. In his previous role as General Manager Product Supply, Crispin implemented a comprehensive cost transformation program for the manufacturing sites and initiated the focus on customer service improvements leading to IBP.

In his presentation Crispin will provide insights into the key success factors in the IBP improvement journey and the significant results that Kimberly-Clark have achieved to date.

Early bird registration: Save 15% on workshops. Book HERE before 20th December

+61 (3) 9596-5830 | www.oliverwight-ap.com/ibpconf

9

Workshop programmeJoin us on Wednesday 25th February for our unique programme of workshops,

designed to provide you with an outstanding educational experience. With a focus

on the different aspects of the Integrated Business Planning process, you can

choose one or more of our three inspirational workshops.

Workshopprogramme

Collaboration & IBP

Ron Ireland Principal Oliver Wight Americas

Workshop Option 1 (Full day) Time: 9:00am – 4:30pm | Cost: AU$1390 (+GST) per delegate

Over the past decade, Integrated Business Planning has evolved to reach the supply chain collaboration stage – whereby, the Integrated Business Planning process is integrated up and down the value chain. No longer is a single node of the supply chain optimised, but several. Imagine a collective mindset of delivering superb customer service, at a fraction of the competitors’ costs, complete with seamless flow of demand information, and an intense collaboration in managing the highly uncertain area of bringing new products to market. In this interactive workshop Ron Ireland will share his expertise in this area including:

• Thechallengesandopportunitiesintheextendedsupplychain - Internal and external challenges - The supply chain “bull whip” effect

• Theconsumer-centricsupplychain–whyisitimportant?• IBP–theinternalcollaborativemodel• CPFR®–theexternalcollaborativemodel

• ThelinkingofIBPwithCPFR® - How could it work within your extended supply chain - The potential value

• Lessonslearnedfrompastimplementations - Keys to getting started - Your readiness - Your trading partners readiness - Behaviours

• Groupdiscussiononwhatwelearned,challengestoimplementation,thevalue,andwhatitwilltaketomake it happen for your company and your supply chain partners.

This workshop will also include a supply chain simulation, “the beer game”, demonstrating the impact of non-collaborative and collaborative models.

Workshops cost: AU$695- $1390 (+GST)

Early bird registration: Save 15% on workshops. Book HERE before 20th December

+61 (3) 9596-5830 | www.oliverwight-ap.com/ibpconf

10Workshopprogramme

Using Assumptions in IBP

Mike Reed Partner, Oliver Wight Asia Pacific

Workshop Option 2 (Half day) Time: 9:00am – 12:30pm | Cost: AU$695 (+GST) per delegate

All plans and projections of the future need to be based on a set of assumptions. For IBP to be successful, the assumptions used have to be documented, critiqued, understood, and agreed. The plans should not be signed off unless these conditions are met. Sadly, many IBP review meetings are held without any discussion of the assumptions that make the plan real. Consequently, one is left asking - on what basis are these plans being accepted and signed off?

This workshop will examine the role of assumptions in IBP and which assumptions need to be reviewed and updated each month - for each of the IBP Reviews (Product, Demand and Supply).

Participants will develop a set of assumptions that they can take back and apply within their companies thereby improving the quality of the relevant IBP Review meetings. They will also explore how these assumptions will need to be reviewed each month and who would be responsible for doing this.

Performance Measurement for IBP

Stuart Harman Partner, Oliver Wight Asia Pacific

Workshop Option 3 (Half day) Time: 1:00pm – 4:30pm | Cost: AU$695 (+GST) per delegate

Performance measurement is an integral part of the Integrated Business Planning process, yet many organisations either don’t measure the right things or don’t use the measures they have to drive improvement. This workshop will focus on:

• TheappropriatemeasuresthatshouldbeusedintherespectiveIBPreviews(Product,Demand,Supply, Reconciliation and Management Review)

• Theissueofconflictingmeasuresandhowtoresolvethis

• HowtousemeasurestodriveimprovementincludingthepracticalapplicationofCItoolsfortheidentification and elimination of root causes including: - 5 Whys -Causeandeffect - Measurement hierarchy - Visual management and measures presentation

Early bird registration: Save 15% on workshops. Book HERE before 20th December

+61 (3) 9596-5830 | www.oliverwight-ap.com/ibpconf

Day one: conference cost: AU$295 (+GST) per delegate (workshops are not included in the conference price) Day two: workshops cost: Half day workshop: AU$695 (+GST) eachFull day workshop: AU$1390 (+GST) Last day to register: 24th January 2015 Early bird discount: Register before 20th December to receive 15% discount on the workshop prices Cancellations/refunds policy: • Dayone:conference–100% cancellation refunded up to 21 days prior to the event • Daytwo:workshops–100% cancellation refunded up to 21 days prior to the event, or substitution allowed up to 14 days before the eventRegistration questions: If you have any questions or problems regarding your registration, contact the office of Oliver Wight AP at: information@oliverwight-ap.com, or phone: +61 3 9596 5830

Registration and venue information

Crown Melbourne

Conference CentreCrown Conference Centre is a unique purpose built facility catering for residential conferences, meetings, seminars, product launches, exhibitions, and events. The Centre has two main plenary rooms, 16 breakout rooms, a dedicated exhibition space, exclusive group registration areas and four barista style cafes. The clean modern design provides the ideal backdrop, affording an abundance of natural light in all breakout rooms, a flexible layout, along with the latest in audiovisual technology.

Location Crown Conference centre Melbourne is located in the city’s lively Southbank precinct, alongside the Yarra River. It is located just 24 kilometres from Melbourne Airport, and easily accessible by car, bus, or taxi. It is also within walking distance to the CBD, the Melbourne Exhibition Centre and many of the city’s premier arts and sporting facilities including the MCG and Rod Laver Arena.

Address: 8 Whiteman StreetSouthbank 3006Melbourne, Australia

T: 03 9292 8888E: reservations.mct@crownhotels.com.au