13th Annual North American 3PL Summit & Chief Supply Chain Officer Forum June 16-18 2015 | Radisson Blu Aqua, Chicago
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The Most Critical Challenges Facing the Logistics Industry in 2015

Sessions are compiled through a comprehensive research program aimed at understanding the key challenges and opportunities in the industry.

The 2015 agenda is currently being researched, but you can see last year's below to get a flavor of what you can expect this year.

Key Topic Areas Addressed at the 2014 Summit

JUNE 11TH 2014
Executive Workshops - 3:00pm - 6:00pm
Workshop One: 3PL Selection and Contract Negotiation - Bonnie Keith, President, The Forefront Group Workshop Two: Delivering Supply Chain Innovation by Breaking the Rules! - Rich Sherman, Principal Essentialist, Trissential and Bob Sabath, Principal Essentialist, Trissential Workshop Three: Reinventing the 3PL Model: Next Generation Challenges and Opportunities - Valerie Bonebrake, Senior Vice President, Tompkins International and Bruce Tompkins, Executive Director, Tompkins Supply Chain Consortium
6:30pm - 10:00pm Networking Drinks Reception, Buffet Boat Party, The Annual 3PL Awards and The Supply Chain and Logistics Industry Gives Back Charity Event in Support of Aspire of Illinois

Download the final timed agenda:


June 11th - Executive Workshop Day (3:00pm - 6:00pm)

Workshop One: 3PL Selection and Contract Negotiation -
Kate Vitasek, Faculty and Lead Researcher Vested, University of Tennessee

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Workshop Two: Delivering Supply Chain Innovation by Breaking the Rules! -
Rich Sherman, Principal Essentialist, Trissential and Bob Sabath, Principal Essentialist, Trissential

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Workshop Three: Reinventing the 3PL Model: Next Generation Challenges and Opportunities -
Valerie Bonebrake, Senior Vice President, Tompkins International and Bruce Tompkins, Executive Director, Tompkins Supply Chain Consortium

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JUNE 12TH 2014

Opening Plenary Session

The Supply Chain and Logistics Relationship

8:15 - 9:00 : In Practice, In Theory, Interactive Keynote

Xavier Urbain, CEO, CEVA Logistics
Viju Menon, SVP Supply Chain, Verizon
Yossi Sheffi, Director, Center for Transportation & Logistics, MIT

In this keynote, 3 of the biggest movers and shakers in supply chain and logistics discuss:

  • The ins and outs of the logistics-shipper relationship
  • The 30 000 ft outlook on both the supply chain and logistics industries and their take on what’s to come
  • Taking cues from other industry leaders, compare and contrast business strategy between logistics and supply chain and discover what ideas can be gained from each side to drive growth, innovation and creativity
  • Your questions - be prepared for this incredibly unique opportunity to quiz these leaders with your nagging industry questions

9:00 - 9:40 : Seeking growth in the 3PL industry: Evaluating organic versus inorganic growth

With growth on everyone’s agenda, what does history show and what you should consider in creating your own value strategy?

The Debate

  • Historically, acquisitions have been a prominent growth avenue for many 3PLs.  How have acquiring 3PLs fared over the past decade in creating value vs. organic growth-focused 3PLs?
  • Is today’s market any different than the past?  Has the market evolved to benefit one approach over the other?  Do customers have a perspective and has it evolved over time?
  • Are there any true lessons learned or is it specific to each segment, 3PL, or opportunity? 

Hear from an expert panel:

  • Discuss the value of an organic vs. inorganic strategy
  • Learn and share pitfalls and lessons for success - how have others approached this dilemma and what have they learned?
  • Ask your questions

The Panel

Moderator: Laurent Guerard, Partner, Head of A.T. Kearney’s Global Transportation Practice


Todd Skiles, Senior Vice President, Sales and Marketing, Ryder Supply Chain Service

Will Heywood, Senior Director, Strategy, Exel

Mitchell Glickman, Vice President, Corporate Development, Livingston

3PL Track Logistics Customer Track
Acquisitions and Private Equity Commoditization Customer Relationships and Vested Relationships

9:40 - 10:25 : In Theory, In Practice, Interactive Panel Discussion

9:40 - 10:25 : In Theory, In Practice, Interactive Panel Discussion

9:40 - 9:55 : In Theory

As the industry consolidates learn about the latest moves and get the answers you need to plan your next move - should you sell? Should you buy? Should you search for equity partnerships?

In Theory

Trends and conditions- hear the very latest on the consolidation of the 3PL industry and learn more about the role of Private Equity and what it could mean for your company

  • Hear about  the most recent moves in the logistics space, and find out what they mean for the industry
  • Learn how PE firms view the 3PL market, including both asset and non/light asset space in terms of M + A
  • Discover how PE firms value 3PL assets and find out which attributes in 3PLs attract PE
  • Debate how valuations are being driven in the market, and find out not only how to read these forces but how to respond to them to take advantage
  • Learn and debate the major differences between PE and Strategic Buyers

In Practice

  • Hear from XPO logistics and its latest moves and see how its 11 recent acquisitions have driven it from $1billion to $2billion in revenues
  • Find out how Neovia is faring a year and a half into its takeover by private equity - learn about the challenges and opportunities this move has afforded Neovia

Dan Spellman, President and COO, Neovia
Brad Jacobs, CEO, XPO Logistics
Sid Brown, CEO, NFI
Ben Gordon, Managing Partner, BGSA

Specialization, value-added services, technology; discover the best path to maintaining your margins

In Theory

  • Explore alternatives to technology for driving 3PL differentiation:
  • Debate the advantages and disadvantages to product specialization - what are the real cost-benefits of specialization? How important is end-to-end service offering for your customers? Can you compete in niche service offerings as well as boutique 3PLs?
  • Push the innovation conversation further - look at customer collaboration and relationships - learn how to step into your customer’s shoes and understand how you can add value throughout their organisation.
  • Discuss breaking down doors with customers to avoid being compartmentalized and using your cross-vertical expertise to drive value into their supply chains.
  • Debate the role of the customer in innovation - is an equal innovative partnership beneficial or must one party lead?

In Practice

  • Hear from a group of executives representing both 3PLs and manufacturer/retailer customers as they discuss the 3PL-Customer relationship - engage in a re-think on this relationship and take the opportunity to challenge the panel with your questions:
  • Which value-added services actually translate into ROI?
  • Which areas of specialization are experiencing the greatest boom?
  • Which technologies are companies using that are actually translating into increased sales?
  • Are customer demands being met by 3PLs beyond the bidding process?
  • Debate how customers perceive their 3PL service-levels and how can 3PLs fill service-level gaps

Tommy Barnes, President, Con-way Multimodal
Rob Estes, President & CEO, Estes Express 
Derek Leathers, President & COO, Werner Enterprises
Jett McCandless, CEO, Carrier Direct
Todd Fowler, VP, KeyBanc Capital

Learn from industry experts on how you can change your approach to your customers to create long-lasting relationships and find out what strategies you can implement to set yourself apart from the competition

Chris Saynor, CEO, eft

9:55 - 10:25: Customer Perspective Presentation

Jeffrey Wood, Global Procurement Director, Transportation, Fulfilment, Repair, Packaging, and Contact Centers, Motorola Mobility
10:25-11:00 Coffee & Networking in the Exhibition Hall
11:00 - 12:30 : Future of the Industry (cont’d 1:30 - 2:45) 11:00 - 12:30: Technology as a Differentiator The Logistics + Customer Relationship Explored, Challenged and Reimagined

11:00 - 11:15: In Theory

11:00 - 11:15 : In Theory

11:00 - 11:30 : In Practice - Logistics Perspective

Look towards the coming decade of shipping, see what’s set to change and how you can take advantage now

In Theory

  • Amazon has been labelled as the world’s biggest 4PL. How will retail’s foray into logistics affect the competitiveness of 3PLs, and how can 3PLs adjust their business to take advantage?
  • Debate the implications of same day delivery - Can same day delivery be achieved in cities using existing infrastructure? Or is it only necessary for specialized industries?
  • How will changing customer behaviour affect logistics?
  • Learn and discuss increased demand for rapid, on-time solutions and debate how you can adapt your offering to meet these customer demands - is technology the way forward or will you need to rethink your last-mile strategy to accommodate customer demand?
  • Engage your peers to share what non-logistics specializations such as security, manufacturing, consulting and other outsourced services they’re looking to provide to their customers. Debate how these value-added services are set to change 3PL and what you can do to maintain competitiveness in the non-logistics third-party space

Sandy Stewart, Managing Director, Stifel Nicolaus

  • Discover which technologies are driving the best ROI for 3PLs
  • With fast-paced technology advances, find out how to integrate long-term technology planning into your overarching business strategy to take into account evolving customer demands
  • Debate which technologies are driving the strongest customer interest, and learn how to frame technology in a manner conducive to customer interest
  • How far is too far? Can you create an overdependence on technology when trying to differentiate your offering?

Michael Donovan,  ‎Distinguished Technologist, HP

Hear the 3PL perspective on their customer relationships including both success stories and things that have gone wrong from rate squeezes to innovative collaborations, cut-contracts to profit and loss sharing

Scott McWilliams, Executive Chairman, OHL

11:15 - 11:45 : In Practice Panel Discussion 11:15 - 11:45 : In Practice 11:30 - 12:00 : In Practice - Joint Shipper-Logistics Case Study

Hear from one of the newest headline-making companies achieving same day delivery. Find out how they’ve managed to achieve this challenge by understanding their business model - hear where their demand is being driven from, debate their place in 2014 logistics and see how this is set to affect retail and the way you fulfil orders

John Wagner, CEO, Wagner Logistics

Sandy Stewart, Managing Director, Stifel Nicolaus

Gary Forger, Managing Director, MHI

Greg Kaufmann, Senior Director, Business Development, arvato Bertelsmann

Wolfgang Hall, Global Industry Manager, Esri

In this case study, hear from the CIO of a leading 3PL on how they’re leveraging technology inside their organisation to drive their business

Find out about the challenges the CIO has faced convincing the business team to buy into technology

Learn about incorporating technology planning, such as legacy systems, into your long-term and short-term business strategy

May Chew, VP IT, APL Logistics

Hear shared presentations by both 3PLs and Shippers looking into the challenges and successes they’ve experienced in fostering successful logistics-customer relationships

Brian Alexander, VP Operations, Unyson Logistics with Joe Riggs, General Manager, Transportation, Big Lots

11:45 - 12:30 - Presentation 11:45 - 12:30 : Panel Discussion 12:00-12:30: Interactive
Brad Jacobs, CEO, XPO

The Future of the Industry Session Continues After Lunch

May Chew, VP IT, APL Logistics
Allan Smith, President and CEO, BCG Logistics
Travis Rhyan, President, 10-4 Systems, Inc.
John Urban, Executive Vice President, General Manager, GT Nexus, Inc.
Michael Donovan,  ‎Distinguished Technologist, HP

Peter Van Merode, VP Industry Strategy, JDA

Interactive - Continues After Lunch in a different room

Led by Michael Donovan, Distinguished Technologist, HP

Led by Chris Saynor, CEO, eft
12:30 - 1:30 : Lunch
Future of the Industry Continued Market Conditions and the Big Picture of Logistics The Logistics + Customer Relationship Explored, Challenged and Reimagined Session Chair: Michele Carroll, Carrollco/Reclipse

1:30 - 1:55: In Practice

1:30 - 1:45: In Theory Presentation

1:30 - 1:45 : In Theory

Robert Gifford, ‎Sr. EVP and President Global Logistics, Ingram Micro Logistics

Discover how upcoming changes in Federal Reserve policy are going to affect your decisions in the next 18 months.

Hear why leading economists look to logistics companies for signs of recovery and economic stagnation, and what signs you can use to forecast these changes before your share-price is affected

Find out how global demand is going to affect North America as the recovery continues

Chris Kuehl, MD, Armada Corporate Intelligence

Reclipse Group is helping high tech icons transform global supply chains by driving 3PL innovation and truer collaboration.  Partner Carrollco Marketing Services crafts messaging to power the process, through  proven ‘Vision to Action methodology.


Explore:   Reclipse methodology that helped a Silicon Valley hi tech giant look differently at its 3PL providers and contract manufacturers in terms of innovation partner potential

  Learn the difference between typical RFI’s and the ‘Request for Innovation’ process

  Understand the market drivers compelling hi tech need for innovation partner segmentation, and together: 

  • Look forward to what’s next for ‘business chain’ integration.
  • Consider how the rise of H2H marketing will impact ‘business chains’
  • Imagine the shape of global business with ‘triple bottom line’ metrics.  

Michele Carroll, Carrollco/Reclipse

1:55 - 2:20: In Practice Presentation 1:45 - 2:00: In Theory Presentation 1:45 - 2:15 : In Practice - LEAN
Chuck Moyer, President, Express Courier Inc. Evan Armstrong, President, Armstrong and Associates

Con-way Freight has started a multi-year journey in transforming to a Lean culture. A Lean roadmap has been developed and most of the company’s 300 service centers are well into their lean journey.  This journey engages front-line drivers in a way that’s never been done before. Their engagement in problem solving, kaizen events, and value stream maps is creating significant value. CWF is now taking the next step, using Lean principles to engage with customers to help identify waste in their supply chains and implement Lean processes to reduce cost, improve quality, and improve speed. The session will explore the basic tenets of Lean and examine how a carrier and shipper can jointly benefit from application of Lean practices to transportation and supply chain networks. 

Greg Lehmkuhl, President, Con-way Freight
Jeff Rivera, VP National Account Sales, Con-way Freight

2:20 - 2:45 -  Interactive 2:00 - 2:45: In Practice and Interactive Panel Discussion 2:15 - 2:45 : In Practice - Shipper Perspective
Gary Forger, Managing Director, MHI

Hear from the Heads of leading logistics companies on how they’re setting themselves up to respond to changing economic indicators and what they’re doing to take advantage of growing global demand in the coming months

Get the logistics interpretation of the economic outlook and find out how you need to adjust your business model to adapt to the evolving conditions

Doug Waggoner, CEO, Echo Global
Chris O'Brien, SVP Transportation, CH Robinson
Chris Kuehl, MD, Armada Corporate Intelligence Evan Armstrong, President, Armstrong and Associates

Get the inside scoop from shippers on their outsourced logistics partnerships, discover service shortfalls, challenges shippers are still facing and opportunities for business growth driven by customers

Mark Baxa, VP, Global Procurement StrategyMonsanto

2:45 - 3:30 : Coffee Break
3:30 - 4:00 : In Practice - Acquisitions Activity at Lineage Logistics 3:30 - 4:00 : In Theory - Gartner Magic Quadrant for Global Third Party Logistics 3:30 - 4:00 : In Practice Joint Shipper-Logistics Case Study

Get the inside scoup on one of the fastest growing Cold Storage 3PLs - 4 acsquisitions in 45 days - see how they've managed to achieve such growth. 

Mike McClendon, President, Lineage
Kevin Marchetti, MD, Bay Grove Capital

Large multinational and global manufacturers, distributors, and retailers are requiring their 3PLs to offer a broader set of consistent and reliable services across more and more countries, and to integrate those services across end-to-end business processes so that they might be able to use them as a global preferred provider.  The third party logistics companies within the logistics industry are progressing along a maturity spectrum, in accordance with these new customer requirements, through a combination of acquisition and organic growth strategies.

The Magic Quadrant for Global Third Party Logistics Providers is intended to chart the evolution over time of the largest 3PLs as they improve their ability to become a global preferred provider for their customers. Logistics and supply chain executives should use this research to better understand 3PLs and their capabilities when evaluating and selecting the right set of providers to meet their global logistics needs.

This presentation will feature Greg Aimi, Logistics Research Director of Gartner, taking you through this latest Magic Quadrant and these challenges. 

Hear shared presentations by both 3PLs and Shippers looking into the challenges and successes they’ve experienced in fostering successful logistics-customer relationships

Tom Sanderson, CEO, Transplace with 
Jose Arias, Corporate Logistics Manager, Superior Essex

4:00 - 4:25: In Theory Presentation

Emerging Technology in the Logistics Industry

3D Printing, 4D printing, electric vehicle infrastructure, analytics, discover what’s set to shake logistics next and find out how to be a part of it

In Theory

  • Energy and technology - Will there ever be a comprehensive electric vehicle infrastructure in North America? What are the advantages and disadvantages to clean fuels?
  • Will robotics revolutionize logistics like they did manufacturing? From picking and packing to delivery, learn the latest on robotics and share your thoughts on what might sink or swim - Drones, driverless vehicles, warehouse picking and packing, the internet of things
  • The Next Manufacturing revolution - if only 0.01% of products are manufactured using 3D printing, when and will the technology ever take off? How can you maintain quality standards and IP protection in 3D printing? Is non-localized manufacturing doomed in light of 3D printing’s potential? This is your chance to weigh in on the discussion and decide how seriously you need to take 3D Printing

Analytics and Data- How are data, analytics and metrics going to transform the role of the 3PL in the supply chain? Is the logistics industry ready to cope? Will logistics be synonymous with data?

Sandeep Kar, Global Director of Automotive and Transportation Research, Frost & Sullivan

4:00 - 4:45 : In Practice and InteractivePanel 4:25 - 4:50 : In Theory Presentation - Data and 3D Printing 4:00 - 4:30 : Customer Perspective Presentation

How can you realize growth in your 3PL as rates are squeezed? Debate organic growth, acquisitions, new business areas and what you can do to keep your stakeholders happy

In Theory

  • Explore global macro-economic trends and examine how the ability of 3PLs to adapt and respond to these changes is critical in driving growth through the recovery
  • Debate new market areas including near-shoring and increased cross-border activity
  • Investigate the growth potential behind specialization, including the growth of non-asset contract logistics and acquisition of localized specialists
  • Look at broader consumer demand trends, including emerging markets and the role 3PLs play in helping shippers consolidate global relationships and increase market accessibility
  • Look into technology’s role in identifying areas of growth within existing business areas and in new-business growth areas - what indicators and metrics can executives use to identify growth drivers? What data can 3PLs gather from customers to gain increased visibility on growth potential? Find out how automation, integration and mobility technologies can help increase a 3PL’s agility, flexibility and scope in product offering

In Practice

  • Engage leading logistics executives on how they’re achieving growth in their 3PLs
  • Get ideas on how you can drive growth at your organisation both organically and through acquisitions
  • Find out how to reinvent your business to keep pace with changing global conditions
  • Discover how industry leaders are identifying regions of growth - Should you get into wine logistics or soda logistics in Paris? Do you ship snacks or sushi in Japan?

Nikhil Sathe, CFO, Genpro
Dan Spellman, President and COO, Neovia
Sid Brown, CEO, NFI
John Bonno, Director, Alix Partners

Future of Logistics Session

Dr. Steve Brady, CEO, Supply Chain Innovations Today Joel Glende, Category Manager, Abbott
4:45 - 5:15 : In Practice 4:50 - 5:15 : In Practice Presentation - Robotics Technology and Logistics 4:30 - 5:00 : JDA Presentation
Jeff Silver, CEO, Coyote

Logistics + Customer Relationship Session

Bruce Welty, CEO, Quiet Logistics

Peter Van Merode, VP Industry Strategy, JDA

5:15 - 5:45 : In Practice - Analysing Your LSP Partners 5:15 - 5:40 : In Theory Presentation  5:00 - 5: 45 : In Theory and In Practice - The Contract Trap

Uncover the bidding process from the shipper perspective and learn what’s behind shipper issued RFPs, the chances of gaining their business and what alternatives might exist to the traditional tender process

Greg McKinley, VP Warehousing and Distribution, Incomm

Richard Bank, Director, Sustainable Supply Chain Foundation

5:00- 5:30 : In Practice 

The Past Present and Future of the Transportation Industry

Jack Holmes, President, UPS Freight


Ken Ackerman, Executive Coach, Vistage International
Curt Bimschleger, SVP, GENCO
Tim Williams, CEO, Tartan Logistics
5:45 - 7:00 : Networking Drinks
The Supply Chain Track
Modeling & Analytics for a Smarter Supply Chain  

9:05-9:35: In Practice Presentation

In today’s world, we must innovate or risk obsolescence.  Innovation is P&G’s lifeblood.  Within Product Supply, we are innovating our end to end supply chain by leveraging modeling and analytics, and doing so in a way that creates value for our Customers, our Consumers, and our Shareholders alike. 

Take a sneak peek into some of the breakthrough projects at P&G that aim to accelerate the evolution of the supply chain, and discover how modeling and analytics are playing a significant role in that work. 

Julio Nemeth, SVP Product Supply, P&G

Supply Chain Transformation, Innovation & Continuous Improvement Expanding Omni-Channel Supply Chain Capabilities
9:35- 10:00 : In Theory Presentation 9:15 - 9:45 : In Theory Presentation

Rich Sherman, Principal Essentialist, Supply Chain Management, Trissential

Supply Chain Management revolves around minimizing risk, yet companies are asked for Supply Chain innovation and transformation. Innovation involves risk-the risk of failing. How do you as supply chain professional balance these two seemingly opposing drivers?

As you transform your operations to best practice, improvements logically become innovations. In this presentation, understand when it's time to change; what the likely market signs are from a people, process and technology perspective; the problems typically encountered; and the best ways to solve them to get into results mode

Valerie Bonebrake, Senior Vice President, Tompkins International
Bruce Tompkins, Executive Director, Benchmarking and Best Practices, Tompkins International

How can you best  integrate online/offline internet and store shopping capabilities and delivery options into your supply chain?

Understand the best strategies for evolving in the new Omni-channel retail environment - from offering same-day delivery to Sunday delivery and ship-from-store options

10:00 - 10:25 - In Practice Presentation 9:45 - 10:20 : In Practice Presentation

In this case study session, two supply chain experts will explore the ways in which leading companies have undertaken ground-breaking supply chain transformation projects.

John McCarville, SVP Supply Chain & IT, Griffith Laboratories

John McCarville will guide the audience through the thinking behind Griffith Laboratories’ Supply Chain Excellence models and the need to think in terms of people & processes combined  to drive systematic change

Presentation: Nancy Marino, Principal, Columbus Consulting

Ensure that every possible sale is achieved by enabling your supply chain to meet customer expectations - expand your delivery options and ensure that your back end processes support your strategy for a reliable delivery experience

Evaluate the best technology, LSPs, marketing and people to ensure that your infrastructure is capable of making Omni-channel a reality

Amazon now starts the shipping process before we buy. Achieve more from your demand forecasting systems - anticipate needs of customers to set up timely and efficient fulfillment strategies

10:25 - 11:00: Coffee Break
11:00 - 11:30 : In Practice 11:00 - 11:30 : In Practice Presentation

T. Michael Ray, Vice President, Business Integration and Strategy, IBM Integrated Supply Chain

Scott Spata, Vice President - Global Supply Chain Development, Home Depot

Scott Spata takes the audience through Home Depot’s Home Delivery strategy.

11:30 - 12:00 : Interactive 11:30 - 12:00 : In Practice Panel

Led by Rich Sherman, Principal Essentialist, Trissential

Nancy Marino, Principal, Columbus Consulting
Nishiya Sivaruban, Director of Supply Chain, BUYSEASONS
Jeff Starecheski, VP Logistics Services, Sears Holdings Corporation
William J. Wascher, CEO, SEKO Logistics

Andreas Pott, Vice President Business Solution & New Media, arvato Entertainment

12:00 - 12:30 : In Practice 12:00 - 12:30 : Interactive

Adrian Gonzalez, President, Adelante SCM -  a trusted advisor and leading industry analyst with more than 15 years of research, and the founder and host of Talking Logistics, a weekly online video talk show where he leads conversations with thought leaders and newsmakers in the supply chain and logistics industry.

Past Performance is No Guarantee of Future Results: Why Innovation Matters in a Fast-Changing World.

Many companies have achieved success despite having poor visibility and control of their supply chains; despite having outdated and inflexible IT systems; despite not taking a holistic perspective of their end-to-end processes; and so on. However, the standard disclaimer that appears on all investment literature also holds true for supply chain and logistics: past performance is no guarantee of future results.

In this presentation, Adrian makes the case for why companies can't succeed "despite" any more and outlines several attributes that will define the successful companies of tomorrow.

This session will feature live polling on the biggest concerns the audience is facing when it comes to setting up an integrated online & offline supply chain. You’ll then crowd source solutions from your peers for your own specific challenges


  • Integration of IT systems
  • Managing inventory levels and where to keep your inventory
  • Network optimization
  • Last mile delivery and final delivery
  • S&OP
  • Changing supplier relationships
  • Customers’ ever-increasing expectations
12:30 - 1:30 : Lunch
The New Supply Chain Agenda - the trends to watch out for in 2014 and beyond (cont'd ) Technology as a Differentiator (cont'd from 3PL Track)
1:30 - 2:00 : In Practice 1:30 - 2:00 : In Theory

Reuben Slone, SVP Supply Chain, Walgreens

Supply chain excellence is perhaps the most underutilized competitive advantage today’s companies have at their disposal. The supply chain controls the heartbeat of the firm: the fundamental flow of materials and information from suppliers, through the business, to your customers. By eliminating disruptions, ramping up efficiencies, and upgrading performance along this critical pathway, you can vastly improve economic profit and boost shareholder value.

Michael Donovan,  ‎Distinguished Technologist, HP

2:00 - 2:30 : In Practice Panel

Reuben Slone, SVP Supply Chain, Walgreens
Gautam Grover, VP Operational Strategy, US Foods
Steven LaVoie, CEO, ArrowStream



2:30 - 3:00 : In Practice

Trevor Schick, SVP, Enterprise Group Supply Chain Procurement, HP

Trevor Schick talks through the company’s own supply chain agenda, with a focus on HPs’ Commitment to Conflict-Free Products.

2:45 - 3:30: Coffee Break
Analytics in Supply Chain - Innovation through Modeling and Analytics S&OP and Inventory Management - New Strategies and a Renewed focus on Demand Planning - Charles Blevins, VP Supply Chain, Dart Container Corporation
3:30 - 4:15 : In Theory Presentation 2:00 - 2:30 : In Practice

Richard Sharpe, CEO, Competitive Insights

4:15 4:45 In Theory Presentation

Lora Cecere, Founder & CEO, Supply Chain Insights

  • For the first time, we have the ability to leverage machine capability and maximize human productivity through leveraging big data tools.  How can supply chain take advantage of this game-changing phenomenon? 
  • How do you establish efficient ways to use big data to drive fact-based decisions that continually impact financial performance?
Gain unique insights into how supply chain industry leaders are tackling this problem cross-functionally and how having this capability is providing an on-going competitive advantage.
Charles Blevins, VP Supply Chain, Dart Container Corporation

Hear how Dart Container Corporation, during their integration with Solo Cup, have implemented a multi-echelon inventory optimization project

Learn tried & tested tips to sync your internal organizations with your S&OP structure - how to better communicate cross functionally with production, procurement, sales and finance

Match the gains made by Dart Container Corporation. This presentation will explore the challenges along the way as well as the success - Charles will chart his inventory reduction percentage levels and educate you on how you can do the same

4: 45 - 5:15 : In Practice Presentation 3: 30 - 4:00 : In Practice

Eric Peters, CEO, Foodlink

FoodLink helps growers and shippers — along with their retail and wholesale trading partners — align field-level operations with warehousing, transportation, sales and trading partners in order to bring the freshest and safest foods to market.

Reap the benefits of big data by ensuring that all relevant partners have access to a shared version of the truth - manage your data collaboratively by agreeing on terms of source and authenticity.

Leverage your position as your company's big data champion in order to overcome trust issues with suppliers - ensure that your partners understand the customer service and flexibility gains of sharing big data with you in order to mutually increase supply chain efficiency



Charles Blevins, VP Supply Chain, Dart Container Corporation
Deborah Winkleblack,Vice President International Logistics and Customs Compliance, Claire’s Stores
Chris Smith, Senior Director of Device Supply Chain, US Cellular

As the expectations of providing more with less continue to soar across business, ensure that you provide consistent and timely deliverables to demonstrate the effectiveness of a well-run S&OP process

Shift your S&OP strategy to incorporate a  renewed focus on demand sensing and move into the next generation of forecasting  -  provide the agility to capture growth by responding to unexpected sales opportunities, free cash flow by cutting inventory and lower cost to serve

Internal Business Planning to Ensure Supply Chain Resilience & Agility -
5:15-5:45: Interactive 4:00 - 4:30 : In Practice Presentation

Led by Richard Sharpe, CEO, Competitive Insights


Robert T. Lecinski, Director of Customer Logistics, Avery Products Corporation

On Time and Complete: Delivering an Excellent Customer Experience through the Power of Collaboration

In an omni-channel world, the accelerated pace of change makes it extremely difficult to run your supply chain in a silo.  Personalization, localization of store assortments, big data, shopper marketing, Zero Moment of Truth and the need to increase financial performance all have made traditional means of running supply chains obsolete.  Bob presents a proven roadmap to effectively connect retailers and suppliers to bring success to both organizations while demonstrating the benefits of collaboration.

4:50 - 5:00 : In Practice Presentation


Louis Ferretti, Director, Environmental Compliance, IBM 

  • Explore how to achieve a more robust business continuity. What are the key supply chain visibility tools you should explore?
  • Prioritize risk management throughout every level of your supply chain - shift your risk management capabilities away from insulating incidents and consider risk and performance as a whole
  • Hear the innovative measures your competitors are taking to ensure that they are constantly prepared for extraordinary events - from having buffer stock at 90% completion to the use of innovative technologies that allow you to rapidly identify the source of disruptions
  • How are you competitors coping with sudden demand changes ? In this session, hear from your peers on how you optimize demand overview to reduce the risk of demand volatility
5:45 - 7:00: Networking Drinks



JUNE 13TH 2014
The Supply Chain Track
Capitalize on Social Media to Gain Competitive Advantage Horizontal collaboration update: injecting state-of-the-art solutions into the market - Is the North American market ready jump on board?
8:30 - 9:00 : In Theory 8:30 - 9:30 : Interactive Workshop

Lora Cecere, Founder & CEO, Supply Chain Insights

Much has been made of social media in the past few years for the purposes of marketing, but how exactly might social media impact your supply chain processes?

Redefine your thinking of social media and think instead in terms of disruptive technologies and how these might affect your business

  • Understand how Supply Chain Operating Networks can enable businesses to communicate and collaborate more efficiently by streamlining data flows
  • Learn how network-based business intelligence and analytics can enable you and your peers to make more intelligent decisions faster

Presented by Raymond James, the leading middle-market advisor to the Transportation & Logistics Industry.

Raymond James presenters will include Chip Grayson, Paul Jones and Ken Novotny.



9:30 - 10:30 : In Theory, In Practice and Interactive

Mike Bogen, Giventis International BV

Kevin M. Zweier, VP Transportation Practive, Chainalytics

Over the last 12 months, a lot of practical experience has been built up in Europe on setting up profitable, repeatable and scalable business cases of horizontal collaboration.

A number of leading multinationals , including direct competitors (PepsiCo, Mondelez, Philips, Heineken, Baxter Healthcare, P&G, Kimberly-Clark, beiersdorf, Unilever) have agreed on standardized legal “Rules of Engagement” and are opening up their entire European logistics networks for horizontal collaboration. This session will explore the potential spill-over effects to the US market.

Explore building blocks include for collaboration including:

  • Making the ‘mental shift’ towards horizontal collaboration
  • Anti-trust compliant legal framework and behavior
  • Role of neutral trustees and orchestrators as facilitator and driver of the collaboration
9:00 - 9:30 - In Practice

Tony Martins, President, Tony Martins & Associates

  • Explore the key reasons behind TEVA’s adoption of a social networking platform within their supply chain, how it aided efficiency and why it’s such a stand-out story in the industry
  • Understand how to facilitate communication and collaboration between supply chain professionals within and outside your business
9:30 - 10:00 : Interactive
Led by Lora Cecere, Founder & CEO, Supply Chain Insights

Cross-Industry Supply Chain Focus Sessions - Industry Strengths

10:00-10:30: In Practice Presentation - Automotive Industry

Dealer Tire's experience expanding from B2B into the B2C market
Jill Marcotte, Chief Supply Chain Officer, Dealer Tire

10:30-11:15 Coffee & Networking in the Exhibition Hall

Cross-Industry Supply Chain Focus Sessions - Industry Strengths Cont'd  
11:15 - 11:45 : In Practice Presentation - Hi-Tech Industry  

The Long and Short of It
Steven Alsbro,  Director Logistics and Aftermarket Services, Plexus

11:45 - 12:15 : In Practice Presentation - Life Sciences Industry  

Logistics Partnership Excellence
Emmanuel Cambresy, Global Supplier Performance & Innovation Manager - Warehousing & Distribution
Cross-Divisional Procurement, Sandoz AG


12:15 - 1:15 - Lunch

Supply Chain in a Globalized Environment - exploring Near shoring & MINT vs. BRIC countries 3PL - Customer Relationships Cont'd
1:30 - 2:05 : In Theory Presentation and Interactive 11:15 - 12:15 Transformation: No End In Sight

Erik Markeset, Principal, TSOL

First, Erik Markeset will give a rundown doing business in emerging markets as well as on a general global scale. He’ll delve into why Mexico has made the MINT list and why you should consider moving your manufacturing operations there. Explore:

  • Entry methods into the countries
  • How to work with local players and the KPIS you should be using

Evaluating the product preferences of customers in those regions

Increase sales and reduce spend mandate is as consistent as death and taxes. The inside scoop on transformational decisions and implementations to address executive mandates not published before will be presented in an interactive format with lessons learned and mistakes you can avoid in the domains of financial, physical and information supply chains.

In Theory:

Increasing sales and reducing spend is a common executive mandate communicated every year across the enterprise. Success stories of accomplishments are shared and others learn, adapt and implement their variations. Some take small steps forward and others leap frog their competition to take a commanding lead in their industry.

In Practice:

Success has many fathers. What actually happens varies enterprise to enterprise. Even successes have unintended consequences for organizations in the eco systems. Some of the lessons learned from implementing successful implementations and transformations presented here can help you avoid them.

Examples of real implementations will be discussed in the high tech (also applicable to other manufacturing industries including auto) and the food industry on a global scale that have and will continue to have a fundamental impact in the performance of supply chains to sustain a comfortable or luxury lifestyle of the ‘i’ generation.


Subhash Chowdary, CEO, Aankhen

Michele Carroll, President Carrollco Marketing Services/Marketing Guru, Reclipse Grou

2:05 - 2:40:  In Practice Panel  

This executive panel will focus on their experiences of working with suppliers all over the world, tackling emerging markets and the supply chain and logistics challenges associated with setting up shop overseas

John Ginascol, VP Supply Chain, Abbott Nutrition
Gene German,  COO, BayRu
Jon Biggert, Director Supply Chain, AutoAnything

2:40 - 3:00:  In Practice Presentation  

Gene German, COO, BayRu

3PL Track

Rethinking the Business of Logistics

The Regulatory Climate

8:30 - 9:30 : In Practice - Talent Acquisition and Attraction

8:30 - 9:15 : In Theory, In Practice and Interactive - The Regulatory Climate

Hear from an industry veteran on his experience building the right team around him. Find out what he's done to foster a culture of success in his  organization, and how he's been able to maintain this level of success over the years.

Dave Dallas, CCO, Sunteck

Come to terms with the latest regulatory changes affecting every facet of the logistics industry, avoid getting bogged-down and find out how to prepare your business for changes to come.

  • See an overarching outlook on North American import and export compliance, the challenges of transporting goods across borders, an update on legislation and look into how regulations are set to evolve
  • Find out which key areas of regulatory change are set to impact global logistics - from FDA regulations to changing airfreight security measures, learn the latest to ensure seamless service for your customers, and take a leadership role in understanding how to ease the passage of goods around the world
  • Debate the ways in-which the industry can take control of compliance and regulatory issues. Can the industry gain the ear of legislators, and impact regulation through lobbying? Can technology allow logistics providers to seamlessly adapt to regulatory and compliance changes?

In Practice

  • A trans-logistics roundtable providing a comprehensive look at the regulatory landscape across modes and industry stakeholders
  • This is your opportunity to learn and understand the whole picture in how regulation and legislation are affecting the third party logistics industry, and gain insight on how to manage the complexity involved with regulatory dynamics and cross-border trade


Debate regulation across sectors in bespoke discussion groups. See how you can drive change in your industry.

  • Delineate the key regulations that are affecting your business
  • Identify the key areas in regulatory uncertainty that are affecting your bottom-line
  • Weigh the pros and cons of in-house expertise, technology, external expertise, lobbying at tackling each area of regulatory friction
  • Once each area above is discussed in groups, the group will then bring together their ideas to determine what realistic steps can be taken by 3PLs to improve the regulatory climate they face

Eric Kulisch, ‎Associate Editor,  American Shipper Magazine
Birgit Matthiesen, Director of Canada-US Cross Border Business Affairs, Arent Fox
Randal Mullett, VP Government Relations and Public Affairs, Con-way Inc.
Karl Simon, Division Director for the Transportation and Climate Division in the Office of Transportation and Air Quality, U.S. EPA

9:30 - 10:30 : In Theory, In Practice Interactive - Rising Up Through The Ranks 9:15 - 10:00 : In Theory, In Practice and Interactive - The SME 3PL

Long-time leaders in the logistics industry share their experiences in rising up the ranks with you. Find out not only how they've achieved success in the industry, but also how they got their foot in the door, and the decisions they made - for better or worse- to get where they are now - at the top of the industry.

Matt Belda, Supply Chain and Transportation & Third-Party Logistics Practices, Spencer Stuart
Stephen Fraser, MD, Barrington Capital Partners
Mike Gardner, CDO, Exel
Sam Woodward, CEO, Horizon Lines
Jaison Augustine,  EVP Shipping & Logistics, WNS

Discover, debate and learn about thechallenges and opportunities for mid-market companies to redefine their strategies for growth and scalability.

  • Hear about SME specific growth strategies, such as regional specialization and flexibility
  • Discuss long-term growth strategies for SME 3PLs through customer relationship-building and industry collaboration to win contracts from MNCs
  • Look at how SME 3PLs can turn technology into an advantage through such things as cloud systems, affordable mobility solutions and mobile apps to compete with their large-size counterparts

In Practice

  • Hear from several SME 3PLs as they share their growth strategies, case-studies for winning contracts with major shippers, and challenges they face to remain competitive


  • Discuss the key areas of growth for SMEs and look at how they can maintain this growth as they expand.

Robert Nathan, CEO, Load Delivered
Matthew Bernstein, President, Helix Logistics
Nikhil Sathe, CFO, Genpro
Ron Lentz, MD, G2 Capital Advisors

  10:00 - 10:30 : Transforming Trinity Logistics - A New Approach to Automation and Integration


Doug Potvin, CFO, Trinity Logistics, Inc.
10:30-11:15 Coffee & Networking in the Exhibition Hall

11:15 - 12:15 : In Theory, In Practice, Interactive - Women in Logistics

11:15 - 12:15 : In Theory, Interactive - Re-thinking the Business of Logistics

Hear how the make-up of the industry needs to change, and how female leaders in logistics have found their own path to success in a traditionally male-dominated profession.

  • Explore the necessary rewards of having a higher percentage of female employees at the workplace including access to a larger talent pool, enhanced image and building a better brand
  • Discuss what you can do to create a female friendly work environment and encourage diversity in the workplace
  • Debate the  steps necessary for the industry to encourage younger women to enter logistics as a career choice
  • Hear from top female industry leaders and learn how they’ve gotten to the top
  • See how these female logistics leaders are structuring their company strategies to be accommodating to diversity in the workplace, and hear how these changes have benefitted their organisations

Susan Kichuk, SVP Corporate Development, DB Schenker
Kelli Saunders, Agency President, Morai Logistics Inc.
Sheila Hewitt, VP International, Transplace
Andrea Hargrave, Senior Manager Supply Chain - International, USG Corporation
Lisa Dolan, Vice President of Supply Chain Strategy, ALOM

Learn about how to maximize your profits through re-thinking your business model. Get in-depth analysis from an industry expert from ARC Advisory Group as they share fresh research into 3PL business models to be revealed for the first time at the 3PL Summit. Discover how the industry is doing business and how it can make improvements to the models it follows.

In Practice

  • Every audience member receives a copy of the 20 page ARC Advisory Group Report including results of the eft powered survey of top 3PL executives


  • Discuss different approaches to the 3PL business and weigh the pros and cons of each model
  • Specialization
  • Technology-centered
  • Non-asset based
  • Asset-based
  • Brokerage
  • Value-added services (warehousing, inventory management, customs clearance, etc.)
  • Deep dive on the ROI and how the business model of the service provider impacts the business case

Steve Banker, Service Director, Supply Chain Management, ARC Advisory Group
Conrad Hanf, Director, Strategic Advisory Services, ARC Advisory Group

12:15 - 1:15 - Lunch

1:15 - 1:30 In Theory - Change Management

1:15 - 2:00 : In Practice, Interactive - The Future of Small Package Delivery

With discussion on the future and disruptive technology, learn how to transition your team towards ambitious projects to ensure your company is ready to adopt the change needed to remain competitive in the next decade

Learn how  to encourage buy-in from your employees - ensuring alignment of employees along change goals

Rich Sherman, Principal Essentialist, Trissential

As consumers, we've all experienced small pacakge delivery first-hand.

As eCommerce booms, and internet retailing becomes one of the pripary shopping segments, hear how this industry is set to change, and what to expect in the future. Shippers and logistics providers alike weigh in on how small package delivery can evolve, and where new opportunities within the space are opening up, and how shippers can take advantage of these new offerings.

John Janson, Director of Supply Chain, Bodybuilding.com

Mark Magill, VP Business Development, OnTrac

David Sparkman, Editorial Advisory Board, Material Handling & Logistics

Chuck Moyer, CEO, Express Courier International

1:30 - 2:15 - In Practice Panel Discussion

Explore change management by way of immersing yourself into a company’s experience.

Hear their best practice, the challenges they faced as they give you the ‘what they wished they knew before’ designing their change management.

This is your chance to iron-out your concerns, misconceptions and questions before you embark on a similar journey.

Stephen Fraser, Managing Director, Barrington Capital Partners
Sam Woodward, President & CEO, Horizon Lines
Rich Sherman, Principal Essentialist, Trissential




Gold Sponsors
Silver Sponsors
Bronze Sponsors
The Select Family of Staffing Companies
Key Card Sponsor
APL Logistics
Exhibition & Meetings Sponsors
Flanders Investment & Trade