1. Southwest District Updates Joan Wallner District Channel Manager-Southwest, Pacific Western and Terra Grande Districts

2. 2 © APICS Confidential and Proprietary Value of APICS Research, Education, Certification According to US News and World Report-Supply Chain Industry:  244,100 jobs in the US  12.4% growth rate between 2012 - 2022  $95,440 median salary ($46,890 - $187,199)  4.1% unemployment rate  #5 best business job  #42 best job overall  Above average upward mobility  Above average stress  Average flexibility  Bachelor’s or master’s degree  APICS certifications often preferred

3. 3 © APICS Confidential and Proprietary Elevator Pitch APICS is the premier provider of education, certification and research for supply chain and operations management professionals. APICS also is the largest supply chain association in the world with a network of more than 42,000 members and over 290 channel partners. APICS best-in-class certifications have set the global standard for supply chain and operations management excellence for over 40 years. In fact, nearly 115,000 individuals have earned an APICS CSCP or CPIM designation. In the realm of associations that offer supply chain research, education, certifications and professional development opportunities, APICS is the leader.

4. Channels

5. 5 © APICS Confidential and Proprietary What Are Channel Partners? APICS services are available across the globe through APICS partners. APICS works with local affiliates to provide APICS certification exams, education and training, and membership services to the local market. Partners outside North America (100) International associates and authorized education providers Partners in the US, Canada, and Mexico Professional and student chapters 200 professional chapters in North America in 9 geographical districts 214 student chapters

6. 6 © APICS Confidential and Proprietary District Channel Nine geographic districts ̶ Mid Atlantic – 27 Canadian – 13 Northeast – 25 Southeast – 38 Heartland – 20 Great Lakes – 20 Pacific Western – 17 Southwest – 15 Terra Grande - 24

7. 7 © APICS Confidential and Proprietary Role of District Manager and Volunteer Team District Manager Each district elects a District Manager through a special nomination committee made up of chapter leaders within the district. The 9 district managers make up the district managers committee. District Volunteer Team The District Manager has a volunteer District support staff to assist with the development and implementation of chapter management training and two-way communication between APICS corporate and the local chapter.

8. 8 © APICS Confidential and Proprietary Chapter Channel APICS chapters and student chapters are located throughout North America and offer convenient and personalized education and a strong local network of peers are easily accessible for members. Participation with local chapters enables members to pursue leadership opportunities that expand skill sets, enhance career growth, and increase marketability.

9. 9 © APICS Confidential and Proprietary Chapter Channel APICS chapters offer a variety of services in communities throughout North America, including instructor-led certification review classes that help prepare candidates for testing on-site training for organizations interested in educating a group of employees certification study groups and North American group testing opportunities seminars and workshops specific to a particular geographic area and/or industry plant tours that provide insight into organizational principles and practices workshops and meetings with allied organizations that enable members to network professional development meetings that foster local networking and career development.

10. 10 © APICS Confidential and Proprietary Chapter Structure Tax Exempt, 501c(3) Nonprofit organizations Incorporated Bylaws Financial Policies Channel Partner Agreement (CPA) with APICS Board of Directors

11. 11 © APICS Confidential and Proprietary Chapter Board of Directors Board positions and terms are outlined within the chapter bylaws. Most common board positions: President Vice President of Education Vice President of Membership Vice President of Marketing Vice President of Programs Treasurer

12. 12 © APICS Confidential and Proprietary How Chapters Affiliate With APICS Channel Partner Agreement (CPA) The intent of the agreement is to strengthen APICS Corporate and Chapters, by being able to legally share services and to protect the brand and image of the APICS for all of its current and future customers. Outline of key corporate and chapter responsibilities Channel Partner Agreement Compliance (yearly) Letter of Assertion Letter of Compliance

13. 13 © APICS Confidential and Proprietary Chapter Benchmarking and Reporting (C-BAR) Provide each chapter with a comprehensive set of activities recommended for a successful chapter. Provide an objective process to recognize chapters that meet or exceed the accomplishment of recommended activities.

14. North American Channel Partner Strategy

15. 15 © APICS Confidential and Proprietary Channel Partner Strategy Networking Partner Channel Partner Premier Channel Partner Several Presentations provided to Chapters on the new strategy 1. Initial change introduction Initial change introduction 2. 2 nd communication with more details 2 nd communication with more details 3. Rollout timing Rollout timing 4. Frequently Asked Questions Frequently Asked Questions 5. Criteria and Tier Status Criteria and Tier Status 6. Frequently Asked Questions

16. 16 © APICS Confidential and Proprietary NA Channel Strategy Current APICS Chapters LLCs & Consulting Firms Premier Channel Partner Channel Partner Premier NFP Channel Partner NFP Channel Partner NFP Network Partner Premier price discounts Membership sales commission Price discounts Membership sales commission Premier price discounts Membership rebates Sales assistance (DBDM) Price discounts Membership rebates Sales assistance (DBDM) No price discounts Membership rebates Sales assistance (DBDM) Qualified Instructors Channel Partner Organization (For Profits) Local Channel Partners (Chapters) Focused on engaging through members Focused on sales & delivery Chapters are, and will continue to be, an important channel. However to grow the pie, we must add additional channels to allow end-customers to purchase our products and services.

17. 17 © APICS Confidential and Proprietary 2015 Chapter Status Results by District DistrictPremier Partners Channel Partners Network Partners Total Chapter Canadian211 13 Great Lakes414220 Heartland115420 Mid Atlantic321327 Northeast* 25126 Pacific Western*210517 Southeast327838 Southwest312 15 Terra Grande516324 Total2315126200 *Note: Chapters that closed or are slated to close have been removed from above table summary.

18. District Business Development Manager Update

19. 19 © APICS Confidential and Proprietary

20. 20 © APICS Confidential and Proprietary Program Change: Discontinue partial service option (effective July 1, 2015) What is the change? Chapters will no longer have the ability to participate under a partial service model. Why is this change being made? To focus on providing the highest level of service to partner leaders, by removing systems and process complexities that are costly, time-consuming, and provide very little value. How will this change impact local channel partners? Starting July 1, 2015, local channel partners can enroll in the program as full service, or elect to opt-out. Current partial service partners will be contacted by their DBDM or District Channel Manager to select either full service enrollment or opt-out.

21. 21 © APICS Confidential and Proprietary DBDM receives lead from the local channel partner DBDM validates the lead Single or multi- site Make contact now? DBDM requests meeting with prospective client Client receive request Accept request Partner leader assist the DBDM in nurturing the client, as needed Continue pursuit DBDM communicates results and recommendations to the partner leader Single Yes No Partner leader supply sales lead to DBDM Resubmit the information to the partner leader with recommendation Yes DBDM prepares for client meeting No Yes No Partner Leaders’ Role In The Initial Sales Cycle Multi Site Corporate Services

22. Updates

23. 23 © APICS Confidential and Proprietary 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.

24. 24 © APICS Confidential and Proprietary Scholar funding Applications for the Scholar Education program have closed, and now we need your support to send as many applicants as possible to APICS 2015 in Las Vegas! We received nearly 100 applications, and nearly as many volunteers have signed up to be mentors. How can you fund a scholar? Districts, chapters and individuals are encouraged to contribute to this scholar fund. Donations can be earmarked to fund a specific student or any student in your district, or general donations can be used to fund any applicant who meets the criteria. Funding for program is $1,100 per individual student or $1,000 per student if you sponsor multiple students. Each donation provides a scholar with the opportunity to participate in student-centered programming at APICS 2015, which includes workforce development educational sessions, one-on-one mentorship and fulfillment of community service work. Our current applicants fall within the following districts: Canadian District: 6 Mid-Atlantic District: 9 Southeast District: 5 Great Lakes District: 15 Northeast District: 19 Southwest District: 6 Heartland District: 11 PacWest District: 7 Terra Grande District: 3

25. 25 © APICS Confidential and Proprietary APICS Designation Comparison Chart APICS designations give candidates a recognized industry credential that builds on their knowledge and expertise in the supply chain industry. 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 PowerPoint slides.PDFPowerPoint slides

26. 26 © APICS Confidential and Proprietary Designation Name CPIMCSCPSCOR-P Designation TypeCertification Endorsement ReachGlobal Member discountYes Program OverviewProvides candidates with the ability to understand and 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 contentCPIM focuses on an organization’s internal operations and provides an in-depth 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 ApplicationNoYesNo Candidate qualifications  No college degree is requiredCandidates must have:  3 years of related business experience or  Bachelor’s degree or the international equivalent, or  Hold one of the following designations: CPIM, CFPIM, CIRM, SCOR-P, CPM, CSM or CPSM  Candidates are recommended to have five years of working experience in a supply chain  SCOR-Professional training is recommended but not required APICS Certification and Endorsement Comparison Chart

27. 27 © APICS Confidential and Proprietary Designation Name CPIMCSCPSCOR-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  3PL, 4PL  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 manager  Supply chain project manager  Materials manager  Logistics manager  Operations manager Company benefitThe 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-to-end 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 benefitThe 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. APICS Certification and Endorsement Comparison Chart

28. 28 © APICS Confidential and Proprietary Designation Name CPIMCSCPSCOR-P Study methods and guides  Self-study  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 typeComputer-based multiple choice. ExamsMust pass all five modules to become certified. 5 modules each having their own exam:  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 certified. 175 multiple-choice questions. 150 operational and 25 pre-test* questions. Must pass one exam to become endorsed. 60 multiple-choice questions. Exam length3 hours (per module)4 hours2 hours *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. APICS Certification and Endorsement Comparison Chart

29. 29 © APICS Confidential and Proprietary Designation Name CPIMCSCPSCOR-P Exam ContentExam 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 cross-referenced 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 cross-referenced 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 scoringAPICS 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 examNorth 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 Retaking an examCandidates 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. 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. APICS Certification and Endorsement Comparison Chart

30. 30 © APICS Confidential and Proprietary Designation Name CPIMCSCPSCOR-P Exam cancellationNorth 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. 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. 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. Exam reschedulingA 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. APICS Certification and Endorsement Comparison Chart

31. 31 © APICS Confidential and Proprietary Designation Name CPIMCSCPSCOR-P Maintenance requiredYes 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 pointsCandidates 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. N/A Maintenance application fees  APICS members $75 USD  Non-members $150 USD  APICS members $75 USD  Non-members $150 USD N/A Credential VerificationYes APICS Certification and Endorsement Comparison Chart

32. 32 © APICS Confidential and Proprietary 2016 APICS CSCP Certification Program Update A reminder for the 2016 educational year: We are introducing an updated APICS CSCP Certification program. This will be a major update of the certification. Both the APICS CSCP Learning System and exam are changing based on information received from our recently conducted APICS CSCP Job Task Analysis, feedback from the market and changes in the business environment. Although the update process has begun, it is not complete. Detailed information about the changes and pricing will be made available to you when they are finalized. The 2016 Learning System product is scheduled for release in November 2015 in preparation for the first 2016 exam window in March. It is important to note that classes using the 2015 courseware materials will continue to be offered through the end of the year. Candidates should not be discouraged from purchasing the 2015 courseware materials.

33. 33 © APICS Confidential and Proprietary Upcoming CPIM Webinars CPIM Webinar Part 1 - Why every supply chain professional needs the APICS CPIM Date: Tuesday, August 18, 2015 Time: 1:00-2:00 p.m. CT How to Prepare for the CPIM Exams Date: Tuesday, September 15, 2015 Time: 1:00-2:00 p.m. CT Presenter: Bob Collins, CFPIM, CIRM, CSCP Senior Director of Professional Development, APICS Information on apics.org>APICS Events

34. 34 © APICS Confidential and Proprietary New SCOR App Available The SCOR mobile application is available for download through iTunes or Google Play for 99 cents with all proceeds going toward APICS student programs. iTunesGoogle Play

35. 35 © APICS Confidential and Proprietary Quarterly Incentive Awards 2Q 2015

36. 36 © APICS Confidential and Proprietary APICS membership update June membership totals came in at 42,676. New members totaled 1,377 and new student members totaled 241. Southwest District membership total: 2,211

37. 37 © APICS Confidential and Proprietary MEMBERSHIP COMPARISON BY DISTRICT

38. 38 © APICS Confidential and Proprietary New APICS membership model APICS will launch a new, tailored membership experience for our members. Our website will consult with each member at the time of membership renewal to discern his or her primary motivation for affiliating with APICS. Based on this primary motivator, APICS will suggest a listing of “featured” benefits that are specifically tailored to help the member reach his or her stated goals. In addition, APICS will release a mobile app this summer to allow APICS members easy access to specific member benefits. APICS will begin offering tailored “benefit bundles” to individuals based on their motivator. Each member will be able to add additional benefits to his or her base benefits bundle as desired. Our intent is to provide APICS members with the specific tools needed to succeed at every stage of their careers

39. 39 © APICS Confidential and Proprietary

40. 40 © APICS Confidential and Proprietary Don’t miss the APICS instructor development opportunities at APICS 2015 in Las Vegas! Train the TrainerTrain the Trainer Date: Friday and Saturday, October 2 and 3, 2015 Location: The Mirage Hotel and Casino, Las Vegas, NV Price: $450 USD Enrollment deadline is August 28, 2015 Learning Dynamics for InstructorsLearning Dynamics for Instructors Date: Thursday and Friday, October 8 and 9, 2015 Location: The Mirage Hotel and Casino, Las Vegas, NV Price: $450 USD Enrollment deadline is August 28, 2015 Applied Instructor Skills (AIS)Applied Instructor Skills (AIS) Only APICS Lead and Master Instructors are eligible to attend AIS Date: Thursday, October 8, 2015 Location: The Mirage Hotel and Casino, Las Vegas, NV Price: $250 USD Enrollment deadline is September 4, 2015

41. 41 © APICS Confidential and Proprietary Partner and Event Finder-New enhancement

42. 42 © APICS Confidential and Proprietary