1. Chapter Presidents Joan Wallner, District Channel Manager APICS AND Mark Christensen, District Manager Pacific Western District

2. 2 © APICS Confidential and Proprietary Value of APICS Research, Education, Certification – Fuels the Industry 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. 4 © APICS Confidential and Proprietary PR Boilerplate About APICS APICS is the leading professional association for supply chain and operations management and the premier provider of research, education and certification programs that elevate supply chain excellence, innovation and resilience. APICS Certified in Production and Inventory Management (CPIM) and APICS Certified Supply Chain Professional (CSCP) designations set the industry standard. With over 42,000 members and more than 290 international partners, APICS is transforming the way people do business, drive growth and reach global customers. To learn more about APICS, visit apics.org.

5. Districts

6. 6 © 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

7. 7 © 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

8. 8 © 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.

9. Chapter Channel

10. 10 © 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.

11. 11 © 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.

12. 12 © 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

13. 13 © 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

14. 14 © 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

15. 15 © 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.

16. North American Channel Partner Strategy

17. 17 © 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

18. 18 © APICS Confidential and Proprietary NA Channel: Why Change and What is Changing 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 If we can improve access to APICS products and services Then we will better serve the needs of more supply chain professionals And we will be better at achieving our APICS vision and mission 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.

19. 19 © 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.

20. District and Channel Services Staff

21. 21 © APICS Confidential and Proprietary APICS District and Channel Services The APICS District and Channel Services staff is dedicated to building and maintaining healthy APICS chapters. The team provides support to chapters and district leaders, as well as general member support. Categories of service: Administrative Recognition Chapter requestsTechnical CommunicationsTraining Financial reconciliationVolunteer services Planning

22. Review of the Calendar Year

23. 23 © APICS Confidential and Proprietary June Enter board roster in Chapter Board Management site: www.apics.org * At minimum 3 board officers must be entered online Additional board members can be added later Designate if Board member has voting rights and if Board member has access to roster * NOTE: Must be completed prior to June 30th Or no one will have access to the roster!

24. 24 © APICS Confidential and Proprietary Resources-Partner Connect

25. 25 © APICS Confidential and Proprietary Adding New Board Roster

26. 26 © APICS Confidential and Proprietary July Submit to Corporate APICS Signed Letter of Compliance (Channel Partner Agreement ‘renewal’)  Must be signed within 30 days of new fiscal year – Hint: July 30 th ! Signed Letter of Assertion  Fiscal responsibility

27. 27 © APICS Confidential and Proprietary Compliance and Assertion templates

28. 28 © APICS Confidential and Proprietary July Submit to Terra Grande District Representative by July 31 st : Submit Chapter Partner Agreement Workbook  Required  Must be submitted by July 31st Submit Chapter Benchmarking and Reporting Workbook  Optional  Must meet CPA minimum standards to participate in C-Bar Board of Directors Meeting Strategic Planning Meeting

29. 29 © APICS Confidential and Proprietary August-January Hold monthly Board of Directors Meetings- Topics include: Financial review State of the Chapter (Sales, Education, Membership) Educational calendar planning Tax reporting Bylaw review Networking, PDM’s

30. 30 © APICS Confidential and Proprietary February Board of Directors Meeting Name Nominations Committee Chairman  Begin Board Officer nomination process

31. 31 © APICS Confidential and Proprietary March Chapter Board meeting Present Nominated Slate of Board Officers to Current Board of Directors  Vote on Slate of Officers

32. 32 © APICS Confidential and Proprietary April Board of Directors Meeting Publish Slate of nominated Officers Review Tactical Plans Vote on Slate of nominated Board Officers Voting among chapter members present at planned PDM (or electronic vote) Newsletter Articles Due

33. 33 © APICS Confidential and Proprietary May Board of Directors Meeting End of Year Professional Development Meeting  Installation of incoming Board Officers  Announce Member and Company of the Year Order Board of Director Certificates and Gifts Write letter of accomplishment / Thank You to each Board of Director and Officer

34. Resources for Training

35. 35 © APICS Confidential and Proprietary What’s Available on the APICS website

36. 36 © APICS Confidential and Proprietary Partner Connect-Your Online Database

37. 37 © APICS Confidential and Proprietary Partner Connect Highlights: Partner Profile

38. 38 © APICS Confidential and Proprietary Partner Connect Highlights: Chapter Invoices

39. 39 © APICS Confidential and Proprietary Partner Connect Highlights: Real Time and Snap Shot Membership Reports

40. 40 © APICS Confidential and Proprietary Partner Connect Highlights: Class Administrators

41. 41 © APICS Confidential and Proprietary CBOX Houses Resources for Chapter Officers

42. 42 © APICS Confidential and Proprietary

43. 43 © APICS Confidential and Proprietary President Handbook

44. 44 © APICS Confidential and Proprietary Leadership Central

45. 45 © APICS Confidential and Proprietary

46. 46 © APICS Confidential and Proprietary Resource Catalog-For partner use only

47. 47 © APICS Confidential and Proprietary

48. 48 © APICS Confidential and Proprietary