APICS Updates Joan Wallner MS District Channel Manager

APICS Updates Joan Wallner, MS District Channel Manager Pacific Western*Southwest*Terra Grande Districts

UPDATES: Education NA Strategy Merger-AST&L Marketing Financial Membership

Updates: Education

APICS price increase for exams and courseware • Conducted a recent market evaluation of the APICS certification exam and courseware pricing structure • Changes to CPIM and CSCP exam pricing and CSCP courseware pricing • The extensive update to the CSCP Learning System has driven an increase in the CSCP courseware price for 2016. • New pricing for CSCP courseware is effective November 2015 4 © APICS Confidential and Proprietary

Courseware Pricing 5 © APICS Confidential and Proprietary

EXAM Pricing-January 2016 6 © APICS Confidential and Proprietary

CSCP Update Conducted every 3 to 5 years and surveys 1000’s of supply chain professionals 7 © APICS Confidential and Proprietary

CSCP Update 8 © APICS Confidential and Proprietary

CSCP Update 9 © APICS Confidential and Proprietary

CSCP Update 10 © APICS Confidential and Proprietary

CSCP Update 11 © APICS Confidential and Proprietary

Chapter Benchmarking and Reporting (CBAR) Provide an objective process to recognize chapters that meet or exceed the accomplishment of recommended activities. 12 © APICS Confidential and Proprietary

CBAR Results 2015 CBAR Results-PW, SW and TG 10 9 8 7 6 5 4 3 2 1 0 Pacific Western Southwest PLAT 13 © APICS Confidential and Proprietary GOLD SILVER Terra Grande BRONZE MINIMUM DNS

Updates: North American Channel Partner Strategy

Channel Partner Strategy Several Presentations provided to Chapters on the new strategy http: //www. apics. org/sites/cbox/corporate/from-apicscorporate 1. Initial change introduction 2. Second communication with more details 3. Rollout timing 4. Frequently Asked Questions 5. Communication #5 6. More FAQs 7. More FAQs 15 © APICS Confidential and Proprietary

NA Channel Strategy Focused on sales & delivery LLCs & Consultin g Firms Current APICS Chapters Channel Partner Organization (For Profits) Qualifie d Instructo rs Local Channel Partners (Chapters) Focused on engaging through members • Premier Channel Partner • • Premier NFP Channel Partner • • • Premier price discounts Membership rebates Sales assistance (DBDM) NFP Channel Partner • • • Price discounts Membership rebates Sales assistance (DBDM) NFP Network Partner • No price discounts Membership rebates Sales assistance (DBDM) • • 16 © APICS Confidential and Proprietary Premier price discounts Membership sales commission Price discounts Membership sales commission

Eligibility to operate within a tier is based on assessment of predetermined performance and behavioral metrics 17 © APICS Confidential and Proprietary

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Guidelines for Channel Partner Organization 20 © APICS Confidential and Proprietary

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How will we share your Chapter Results? 22 © APICS Confidential and Proprietary

Scorecard: 1 st step, Meet Minimum Standards 23 © APICS Confidential and Proprietary

Meet Minimum Standards… Performance Criteria 24 © APICS Confidential and Proprietary

Behavioral Criteria 25 © APICS Confidential and Proprietary

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Networking partner: must meet four minimum criteria Channel Partner: 149 points or less Premier Partner: 150 points or more 27 © APICS Confidential and Proprietary

2015 Chapter Status Results by District Premier Partners Channel Partners Network Partners Total Chapter 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 15 Terra Grande 5 16 3 24 Total 23 151 26 200 *Note: Chapters that closed or are slated to close have been removed from above table summary. 28 © APICS Confidential and Proprietary

Updates: Merger-AST&L

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. 30 © APICS Confidential and Proprietary

Certified in Logistics, Transportation and Distribution (CLTD) Replaces AST&L’s CTL with this new cert. CTL’s will keep their current designation and it will be acknowledged in our credential verification tool, but anyone wanting the new CLTD will need to take the new exam (single exam). Exam Content Outline developed and selected references Exam Committee has formed-exam is being worked on, finalizing courseware subcommittee-to start on the courseware. Using Holmes to create the new courseware. Goal is to release new Learning System late Q 2 2016 (early Q 3) and follow up with instructor material about three months later. The first exam window will begin in October, 2016. We’ll need several hundred people to take the exams in order to conduct a cut score to determine the passing (raw) score – so the first several hundred exam takers won’t get their score for six to eight weeks. Then is will be “off to the races”-Bob Collins 31 © APICS Confidential and Proprietary

Updates: Marketing

APICS Designation Comparison Chart 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 Power. Point slides. 33 © APICS Confidential and Proprietary

APICS Certification and Endorsement Comparison Chart Designation Name CPIM CSCP SCOR-P Designation Type Certification Endorsement Reach Global Member discount Yes Yes Program Overview Provides candidates with the ability to understand 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 indepth 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: §Candidates are recommended to have § 3 years of related business experience or five years of working experience in a §Bachelor’s degree or the international supply chain equivalent, or §SCOR-Professional training is §Hold one of the following designations: recommended but not required CPIM, CFPIM, CIRM, SCOR-P, CPM, CSM or CPSM 34 © 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 § 3 PL, 4 PL §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 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-toend 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. 35 © APICS Confidential and Proprietary

APICS Certification and Endorsement Comparison Chart Designation Name CSCP SCOR-P Study methods and §Self-study guides §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. Exams Must pass all five modules to become Must pass one exam to become certified. 5 modules each having their own 175 multiple-choice questions. 150 exam: operational and 25 pre-test* questions. §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 endorsed. 3 hours (per module) 2 hours Exam length CPIM 4 hours 60 multiple-choice questions. *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. 36 © 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 crossreferenced to industry-approved 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 crossreferenced to industry-approved 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 SCOR-P exam may not be purchased separately. §APICS Members $3, 730 USD §Non-members $4, 640 USD Candidates who fail an APICS CSCP exam must wait 14 full days before retaking the same exam. The retake fee is $450 USD. Candidates who fail an APICS SCOR-P exam must wait 14 full days before retaking the same exam. The retake fee is $350 USD. Retaking an exam Candidates who fail an APICS CPIM exam must wait 14 full days before retaking the same exam. The retake price is the same as the exam price. 37 © APICS Confidential and Proprietary

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. 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 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. 38 © APICS Confidential and Proprietary

APICS Certification and Endorsement Comparison Chart Designation Name CPIM CSCP SCOR-P Maintenance required 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. N/A Maintenance points 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 N/A 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. Maintenance application fees §APICS members $75 USD §Non-members $150 USD N/A Credential Verification Yes Yes 39 © APICS Confidential and Proprietary

Mc. Cormick Spice Company-New Case Study This is a very special story for a couple of reasons: 1)They used both APICS training and SCOR; and 2)They had great results—tied their supply chain transformation to shareholder value. 40 © APICS Confidential and Proprietary

Be an APICS magazine author As an APICS magazine reader, you value the high-quality information, case studies, and best practices you access in these pages. Now is the time to share your knowledge and industry expertise by becoming an APICS magazine author. The editors of APICS magazine and APICS Extra encourage you to submit an article for publication. Visit apics. org/editorial to learn about APICS author guidelines and editorial procedures APICS Extra is a monthly e-newsletter published by APICS magazine. Viewpoints and opinions expressed are those of the authors and do not necessarily reflect the views of APICS. Publication in APICS Extra does not constitute an endorsement of any product, service, material, or philosophy mentioned. APICS gladly accepts ideas and contributions. Please send comments or article ideas to editorial@apics. org. 41 © APICS Confidential and Proprietary

Leadership Summit The Mirage—Las Vegas, Nevada, USA Sunday, October 4, 2015 12: 30 p. m. – 5 p. m. The Leadership Summit consists of seven leadership tracks. Three of the tracks are dedicated to the development of leaders and focus on theme, “Engaging the New Faces of APICS. ” Within this theme, the three tracks are: Engaging a Successful Chapter Model, Engaging New Faces, Engaging Through Successful Leadership This year, the instructor development track has expanded to include two tracks, focusing on courseware and instructor development. APICS instructors will explore thoughtprovoking teaching techniques and receive information on 2016 product updates. The student/scholar track will consist of two sessions designed for students starting out in supply chain and operations management—from networking and job searching to leveraging APICS as their careers develop, and more. The international channel partner track will focus on industry partnership opportunities, case studies, best practices and networking with fellow APICS partners. 42 © APICS Confidential and Proprietary

Updates: Financial

New Online Security Policy APICS is focused on protecting your online security and privacy. To ensure we are compliant with the most advanced security measures, we’ve implemented the Payment Card Industry (PCI) data security standard to ensure your credit card and personal information are secure. Beginning in September, all credit card transactions will occur online, including credit card payments for invoices. No longer accept credit card numbers via phone, mail, fax or email. If we receive a form that includes a credit card number, it will not be processed. The form will be destroyed and we’ll contact you to help you with the online transaction. APICS will continue to accept checks and wire transfers. This change will not affect the ability to place orders using chapter/partner billing options. 44 © APICS Confidential and Proprietary

Online Payment Process As part of APICS PCI compliance policy; we no longer accept credit card numbers via electronic message (e-mail, instant messaging, etc. ). This policy is designed to protect the security of your information. Emails received containing credit card information will be deleted. To pay by phone, please call +1 -773 -823 -0262. $10 charge applies Or they may pay online at no charge: www. apics. org/onlinepayment *Please note the following: - Partners must input the invoice # for the order they would like to pay by CC -The payment portal is a separate tool from order history. It is not currently displayed on the MY APICS – Order History or Partner Order History pages. 45 © APICS Confidential and Proprietary

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Updates: Membership

APICS membership update August membership totals came in at 43, 789. New members totaled 1, 532 and new student members totaled 431 50 © APICS Confidential and Proprietary

MEMBERSHIP COMPARISON BY DISTRICT Membership Totals-August 2015 4821 4639 4414 3770 3725 2768 2487 Canada 2357 Great Lakes Heartland 51 © APICS Confidential and Proprietary Mid Atlantic Northeast Pacific Western 2288 Southeast Southwest Terra Grande

The APICS Membership app is here! Experience your APICS membership even when you’re on the go. Download the app to: View your member benefits Manage your certifications and expiration dates Find your local chapter or partner information The app is available for i. OS and Android phones and tablets. Learn more at apics. org/membershipapp 52 © APICS Confidential and Proprietary

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Learn It APP 54 © APICS Confidential and Proprietary

SCOR App 55 © APICS Confidential and Proprietary

New Online Membership Application 56 © APICS Confidential and Proprietary

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New Military Application-Military, Armed Forces, and Government Employees APICS Enterprise e-Membership for Military, Armed Forces, and Government Employees is available to individuals employed full-time by the U. S. , Mexican, or Canadian Federal government or currently serving in one of the branches of the U. S. military, Mexican or Canadian Armed Forces. Individuals must provide Government, Armed Forces or Military email address for verification. $125 Consulting or contract employees of government chartered corporations, as well as retired military personnel are not eligible for this membership. With this membership level, you have access to the complete benefit package APICS offers online, including resources, training and networking, award-winning publications, discounts on APICS products and services, and more. Here is where to find the application and join online: http: //www. apics. org/community/membership/benefits/military Direct Link: https: //apics. wufoo. com/forms/apics-enterprise-emembership-application/ 60 © APICS Confidential and Proprietary

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Thank you!