Delivering for Best-in-Class Wholesaler-Distributors

If you are interested in sponsorship, please contact John Peter, Senior Vice President-Corporate Relations, at jpeter@naw.org.

November 6-7, 2018 at the Hilton O’Hare in Chicago

Add to Calendar 20181106T153000Z 20181107T153000Z America/New York NAW Large Company Operations Roundtable, Fall 2018
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We are currently in the process of finalizing our 2018 program. Please check back  for updates. Please contact Tara Mostatab at tmostatab@naw.org if you have any questions.

“NAW’s Large Company Operations Roundtable lets me network with other wholesale operations professionals, across different industries. Regardless of the industry we serve, as a wholesale distributor, we face the same challenges, opportunities and changing technologies. Learning from one another’s successes and failures-turned-successes, and sharing this information is extremely valuable. I enjoy the size and dynamics of the group and plan on attending future meetings.”

Anonymously submitted by the VP of Operations of a $794 Million Distributor

The NAW Large Company Operations Roundtable for direct members was created as a new mechanism for the Operations executive of large distribution enterprises to network with non-competing peers in multiple lines of trade on key operations issues.

This by invitation roundtable is composed of executives from large companies that meet in Chicago two times per year and is highly interactive. The annual fee is $1,500 per member, which covers meeting costs for two events in a twelve month cycle. Participants are expected to cover the cost of their hotel and travel. Once the annual fee is paid, there are no additional fees to attend the meetings, which will last one day beginning with a reception and dinner the evening before.

The participating companies can also name a senior level alternate who can take the place of the operations executive, should that person be unable to attend the scheduled meeting.

If you would like to learn more, please contact Tara Mostatab at 202.263.4080 or tmostatab@naw.org.

Eligibility: Companies with $100M to $1B annual revenue.
The NAW Large Company Roundtable is the only opportunity that provides networking and benchmarking exclusively with other top executives of non competing, like-sized Wholesale-Distribution companies.

NAW Large Company Operations Roundtable Preliminary Agenda

Day 1 - November 6, 2018

2:30 PM – 3:00 PM
Registration

3:00 PM – 4:30 PM
Opening Session & Discussion
What You Need To Know about Employment Drug Testing? 

Colleen DeRosa 
Labor & Employment Attorney, Ogletree Deakins

Rachel Reingold Mandel
Shareholder, Ogletree Deakins 

Our country is dealing with a prescription drug abuse epidemic. Meanwhile, many states have legalized marijuana for medicinal or recreational use.
Now is the time to examine company policies and practices to ensure legal compliance while maintaining focus on workplace safety. State and local laws are in constant flux, often protecting people who use marijuana for medical or recreational purposes. Those laws are at odds with current federal law, as well as many workplace best practices. This session will address the shifting legal landscape and discuss recommendations and best practices for handling this complex and developing area.

Takeaways:

  • Thoughtful strategies for balancing varied legal requirements across different jurisdictions
  • Approaches to developing testing protocol that is consistent with shifting legal landscape
  • Recommendations for balancing workplace safety concerns with increased legal tolerance for marijuana
  • Tactics for handling disconnect between existing federal law and many state laws (including drivers covered by federal DOT regulations)

ABOUT THE SPEAKERS

Colleen DeRosa is a strategic advocate, litigator, and negotiator focusing in labor and employment law. She leads the defense of employment litigation, including wrongful discharge, retaliation, whistleblower, unfair competition, unpaid wages, and discrimination and harassment claims. She also defends employers in class and collective matters seeking unpaid wages or overtime pay for classes of employees.

Colleen is responsive problem-solver and helps companies, large and small, to manage employee relations and to avoid or efficiently resolve disputes. She provides training and advice on best practices for various personnel policies, guides clients through employee leaves of absence and performance management issues, and prepares and enforces employment agreements with non-competition, non-solicitation, and non-disclosure provisions.

Colleen also practices traditional labor law including first chairing labor arbitrations and responding to NLRB charges.

Rachel Mandel is a shareholder in the Boston office. She focuses her practice on employment litigation, and represents employers in a broad range of employment matters before state and federal courts and administrative agencies in both Massachusetts and Connecticut. Ms. Mandel regularly practices before the Massachusetts Commission Against Discrimination (MCAD), the Connecticut Commission on Human Rights and Opportunities (CHRO), and the Equal Employment Opportunity Commission (EEOC).

Ms. Mandel also counsels employers and provides guidance on employment-related issues, including compliance with Title VII, the Americans with Disabilities Act, the Age Discrimination in Employment Act, the Family and Medical Leave Act, Massachusetts and Connecticut employment laws, drug testing laws and best practices, and wage and hour compliance. Ms. Mandel drafts and reviews policies and handbooks for compliance with federal, Massachusetts, and Connecticut laws.

Prior to attending law school, Ms. Mandel worked as an Intern Field Examiner for the National Labor Relations Board in Boston, as part of her undergraduate studies in Industrial and Labor Relations. Following law school, Ms. Mandel served as a clerk to the Honorable Justice Christine S. Vertefeuille on the Connecticut Supreme Court. Before joining Ogletree Deakins, Ms. Mandel practiced labor and employment law for four years in New Haven, Connecticut.

Education:
J.D., with honors, University of Connecticut School of Law, 2004
B.S., Industrial and Labor Relations, Cornell University, 2001

Practice Areas:
Traditional Labor Relations, Employment Law, Wage and Hour, Litigation, Retail, Drug Testing, Life Sciences, Leaves of Absence/Reasonable Accommodation

Admitted to Practice:

  • Massachusetts
  • Connecticut
  • U.S. District Court, District of Connecticut
  • U.S. District Court, District of Massachusetts
  • U.S. Court of Appeals, First and Second Circuits

4:30 PM – 6:00 PM
Break

6:00 PM – 7:00 PM
Reception – Drinks & Dialogue

Come prepared to meet and mingle with your fellow participants from the largest firms in the industry.

7:00 PM – 9:30 PM
Large Company Executive Dinner

Day 2 - November 7, 2018

7:00 AM – 7:45 AM
Breakfast

8:00 AM – 9:30 AM
Opening Session & Discussion
When to Engage with 3 PLs?

Mike Dennison
Senior Director, Client Services, Transportation Insight

Rod Poole
Vice President, Business Development, Transportation Insight

Supply chains have grown more complex in the past 20 years, while recent capacity tightening has led to sharp price increases across all modes of freight. Most companies lack the logistics experience, intellectual capital and technology-enabled data analysis capabilities to effectively navigate these challenges. Third-party logistic providers (3PL) can be a great resource to help, but the industry is complex.

This session will seek to explain the industry and help distributors understand what to look for when reaching out to a third party for help.

Takeaways:

  • Transportation Industry updates to include what is driving tight capacity and higher freight rates
  • A better understanding of this world of third-party logistic providers (3PLs)
  • How an Enterprise Logistics Provider can help you manage your logistics program and reduce costs
  • Five tools that a top Enterprise Logistics Provider will have that you may not
  • 3 key questions to ask and understand when selecting a provider

ABOUT THE SPEAKERS

Mike Dennison is a Senior Director-Client Services for Transportation Insight, a leading global Enterprise Logistics services provider that partners with hundreds of retailers, manufacturers and distributors to deliver customized supply chain solutions that achieve significant cost
savings, reduce working capital, improve customer service and enhance customer satisfaction.

Mike leads a team of relationship managers assigned to Transportation Insight’s largest and most strategic Enterprise client partners. He
drives this client-facing team’s primary focus of ensuring the business solutions provided to Transportation Insight’s most valued partners
align with these large organizations’ business goals and strategy for evolving their transportation/logistics/supply chain program. Mike is an
accomplished professional with expertise in all facets of Enterprise Account Management, Business Development and Product Development/
Management. He has spent his career in the Business-to-Business service sector, focused on the build-out and subsequent management of
high-level, client-facing teams charged with meeting clients’ ever-evolving business needs. He has demonstrated a consistent track record of
progressive leadership roles supporting organizational goals and driving meaningful growth in a highly matrixed environment.

His areas of expertise include: Enterprise Customer Relationship Management; Business Development; Customer Retention and Growth;
Contract Negotiation; Team Building, Mentoring and Development; Business-to-Business Services; Enterprise Implementations; Change
Management/Culture Transformation; Product Sales Development and Management; and Software as a Service.

Prior to joining Transportation Insight, Mike produced measureable results as Senior Director of Enterprise Services for BirdDog Solutions,
a leading parcel shipping technology company acquired by Transportation Insight in 2015. Prior to that he spent more than 20 years
fulfilling several key roles for Information Technology and Services Provider Iron Mountain, where he distinguished himself as a leader in
meeting customer needs as Director and Vice President of various Strategic/National Account teams, Director of Product Management and
Director of Custom Solutions.

Mike earned his bachelor’s degree from Illinois State University.

Rod Poole is Vice President of Business Development and Strategic Partnerships at Transportation Insight, a leading Enterprise
Logistics Solutions Provider offering integrated transportation management, freight invoice audit and payment, carrier sourcing,
LEAN consulting, warehousing and business intelligence. Poole joined Transportation Insight as President of United Sourcing
Alliance, a group purchasing organization specializing in indirect materials and packaging supplies, acquired by Transportation
Insight in 2009.

Poole is a proven leader with a unique blend of purchasing, logistics, operational and business development experience.
Dedicated to bringing supply chain and logistic solutions to companies both large and small, Poole works with clients to help
them maximize the productivity of their global transportation networks and procurement operations to improve their bottom line.

Poole came to United Sourcing Alliance and Transportation Insight from Hanes Industries, where, as President, he managed the
company’s entire international and domestic textile operations. Prior to Hanes, Poole served as Vice President of Sourcing and
Logistics for Cone Mills (now International Textile Group), one of the world’s largest producers of denim fabrics. He was also
Director of Purchasing at Alice Manufacturing and an Industrial Engineer at Michelin Tire.

After earning a Bachelor of Science degree in Chemistry, Poole graduated with honors from Worcester Polytechnic Institute
(WPI). While at WPI, he received two Superior Cadet Awards in Army ROTC, was a distinguished military graduate, Golf Team
Captain and a member of Sigma Phi Epsilon fraternity. He then served his country in the military, ascending to Captain in the
U.S. Army. Serving in West Berlin, Germany, he received the Army Commendation Medal, Army of Occupation Medal and Army
Service Award.

9:30 AM – 9:45 AM
Break

9:45 AM – 11:00 AM
General Session & Discussion
Sales and Operations Planning:  Defining and Implementing

Pete Alle
Principal, Oliver Wight Americas

Sales and Operations Planning (S&OP) has been in use across a broad spectrum of companies since the 80’s. When asked to define what it is, those answers will vary considerably. Some will say “matching demand with supply”, others will intuitively know that it is much more. In fact, many companies have implemented an advanced version of S&OP which is referred to as Integrated Business Planning (IBP). Then there is the question of how to implement as well as the question – “what will I get out of it?”

From this session, some of the key takeaways will be:

  • Understanding of what S&OP and IBP are.
  • Business benefits achieved.
  • Implementation methodology.
  • Success factors to embrace and pitfalls to avoid.

ABOUT THE SPEAKER

Pete Alle has more than 30 years of experience in the consumer goods field and has been a leader in multiple functional areas including manufacturing, engineering, distribution, transportation, supply chain strategy, and customer relationship management. Currently, Pete is a Principal with Oliver Wight Americas, where his role is to educate and assist companies and executive leadership in implementing S&OP and Integrated Business Planning.

Prior to joining Oliver Wight, Pete was the VP of Supply Chain for Oberweis Dairy and before that Senior Director of the Center of Excellence for Customer Service and Logistics at Mondelēz International, where he and his team led global process improvement initiatives and innovation across the supply chain. Specific areas of focus in this role included improving all planning processes, distribution and transportation optimization and supply network design. His prior experiences include assignments with Kraft Foods and Booz-Allen & Hamilton.

He has been a guest lecturer at the Christian Leadership College in Riga, Latvia, Wheaton College, Northwestern University and Loyola University. Pete has also been an active speaker at industry forums such as the University of Tennessee Supply Chain Forum, CSCMP, APICS, the Institute of Business Forecasting, and the Business Analytics and Forecasting Forum.

Pete received a BS degree in Engineering from Rensselaer Polytechnic Institute and a MS degree in Engineering from Princeton University.

Pete is a past Board Member and past Board President of the Northern Illinois Food Bank. He and his wife Sarma live in the Chicago area. He enjoys fishing and time with family.

11:00 AM – 12:00 PM
Open Discussion

This session is set aside for you to raise any issue you would like and have the group provide their thoughts. This is an open forum to further discuss any item on the agenda or to bring up topics that are not on the agenda. Make sure to take notes during this session, you may find a perfect topic to suggest for the next NAW Roundtable.

12:00 PM – 12:45 PM
Joint Lunch & Networking Discussion with CFO Roundtable

This is the “halftime” period where you meet up with all of the Large Company senior executives at this week’s Roundtable to compare ideas and benchmark across disciplines. Both the CFO and Operations executives will attend this joint lunch.

1:00 PM – 2:00 PM
Closing Session & Discussion

Warehouse Operation Best Practices 

This open discussion will focus on the innovate ways your peers are keeping up with warehouse operations.  Come prepared to discuss and share with the group your best practices on warehouse operations.

2:00 PM – 2:30 PM
Set Agenda for Next Meeting Scheduled for April 30-May 1, 2019

2:30 PM
Adjourn

NAW Large Company Operations Roundtable Members

  • Benco Dental Co
  • Boelter Companies
  • Composites One
  • ETNA Supply
  • H I S C O
  • I S C O Industries LLC
  • Kennicott Brothers Co
  • L & R Distributors
  • Lawson Products Inc
  • Pacesetter
  • Palmer Donavin Mfg Co (The)
  • Parksite
  • Polymershapes
  • Team Horner
  • U S Lumber Group
  • United Electric Supply Co

The following wholesale distribution companies are registered for the 2018 Large Company Operations Roundtable:

  • Benco Dental Co
  • Composites One LLC
  • I P S Packaging
  • I S C O Industries LLC
  • Kennicott Brothers
  • P A C E Inc
  • Plumbing Distributors Inc
  • Polymershapes

The following wholesale distribution companies have attended previous Large Company Operations Roundtables:

  • Benco Dental
  • Boelter Companies
  • Composites One, LLC
  • Curbell Plastics
  • ETNA Supply
  • Gustave A. Larson
  • H I S C O
  • Hub Construction Specialties
  • Inline Distribution
  • I S C O Industries, LLC
  • Kennicott Brothers
  • Lawson Products, Inc.
  • McNaughton McKay Electric Co
  • Munchs Supply Co Inc
  • Pacesetter Steel
  • Palmer Donavin Mfg Co., (The)
  • Parksite, Inc.
  • Seal Rite Door
  • SYSCOM/EPCOM
  • T&A Supply Company
  • Team Horner
  • United Electric Supply Co
  • United Pipe & Steel
  • US Lumber Group

Meeting Location:
Chicago Hilton O’Hare
10000 W O’Hare Ave.               Hotel Accommodations
Chicago, IL 60666
(773) 686-8000

Hilton Central Reservations – 877 865 5322

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