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Connect with fellow practitioners on what is happening in the Sales & Operations Planning (S&OP) space and help develop a strategy for ongoing success in this practice.

This is a forum for practitioners of Sales & Operations Planning (S&OP) to collaborate with peers to learn from each other’s experiences and practices. In this space, we will discuss the current tools, strategies, and challenges that planners and leaders experience in the S&OP process. The S&OP Special Interest Group (SIG) is a collaborative space for participants to:

  • Discuss trends, tools, challenges, and strategies in the S&OP process.
  • Learn about successful strategies to overcome planning challenges from other UWEBC practitioners.
  • Meet and connect with other S&OP practitioners from across industries.

Participation in the Sales & Operations Planning (S&OP) Special Interest Group is encouraged for any S&OP practitioners and leaders within our UWEBC member organizations. All participants are required to register. To learn more about any of our Special Interest Groups, or to be added to the invite list for these exclusive practitioner events, please contact jenny.patzlaff@uwebc.wisc.edu. If you would like to learn more about the S&OP SIG, please review the SIG’s charter and/or contact UWEBC Supply Chain Practice Director, Jenny Patzlaff, at jenny.patzlaff@uwebc.wisc.edu or 608-890-1298.

Sales & Operations Planning Special Interest Group Hybrid Meeting 

Sales & Operations Planning - Kickoff Meeting 
June 06, 2023 09:00 AM - 02:00 PM 
Shape the future of this Special Interest Group by sharing key topics you'd like to focus on with fellow Sales & Operations Planning practitioners. 

Welcome to your NEWEST supply chain special interest group!

This Special Interest Group (SIG) will focus on:

  • the fundamentals of successful Sales & Operations Planning (S&OP)
  • the key changes organizations have made to their S&OP teams, processes and technology in recent years
  • best practices to improve collaboration and communication in your S&OP process

Ultimately, the objective is to foster deeper collaboration across an organization’s ecosystem to become a more agile and resilient company.

Join us IN PERSON from 9am to 2pm at the beautiful Pyle Center in Madison to create the framework for this group and ensure your needs are met as we shape the future of S&OP together with your peers!

If you're interested in receiving future announcements about this group, please contact Jenny Patzlaff.

Participate in Customizing the Agenda: You’ll have the opportunity to play an active part in shaping the agenda for this session – and to maximize its relevance for you – by suggesting and selecting topics for break-out discussions. Once the agenda is complete, you choose the discussions you want to join. This will be a highly interactive session so come prepared to share your questions, challenges and insights!

Webcast Available: If you can't make it to the event in-person (or if in-person registration has reached capacity), you can still register to attend from your computer. This option allows you to view the presentations, while attending in person provides you with the opportunity to participate in break-out discussions, ask questions or take advantage of networking opportunities. To attend the webcast, click the "Register for webcast" button on this meeting's homepage. You will receive a confirmation email with the link to the webcast a week before the meeting.

Add this event to your calendar!

Please note that adding the event to your calendar is not the same as registering. Please also use the button above to register for this event.

Enhance your experience by downloading the Events App on your mobile device.

Agenda Items:
9:00 AM Welcome and Opening Remarks
  Jenny Patzlaff - Supply Chain Practice Director, UWEBC
9:20 AM Member Spotlight: Mercury Marine

John Cavey - Director of Global Sales, Inventory & Ops Planning

10:00 AM Break
10:10 AM Member Spotlight Panel

Stu Heil - Greenheck

Leah Westpfahl - The Master Lock Company

Sarah Rothmeier - Amcor Flexibles North America

John Cavey - Mercury Marine

11:30 AM Breakout Session (Virtual)
11:45 AM Lunch (In Person)
12:45 PM Breakout Discussion (In Person)
1:50 PM Wrap Up (In Person)
2:00 PM Adjourn (In Person)
Pyle Center 
Events Team, , events@uwebc.wisc.edu 

Past Meeting Assets

Past meeting assets will appear here after the completion of each session.

Our Steering Committee

John Cavey
Director of Global Sales, Inventory & Ops Planning
Brunswick Corporation

Leah Westpfahl
Director, Global Supply Chain
The Master Lock Company

Sarah Rothmeier
Senior Manager, e2e Supply Chain
Amcor Flexibles North America

Stu Heil
Systems Manager, Sourcing

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