December 2017 Print

From the President


Shawn Rothe, 2017-2018 APICS Milwaukee Chapter President

Welcome to the Milwaukee Chapter of APICS 2017 – 2018 program year!  Our continuous goal as a Chapter is to help Milwaukee Chapter members achieve their Professional Development and Educational Certification Goals.

Another year is coming to an end, hopefully you were able to accomplish your goals you set for yourself at the beginning of the year.  As you plan for the new year, if you are interested in furthering your career with a certification we offer a few opportunities. May the new year bring you joy and happiness in your personal and professional life.    

I would like to thank everyone for braving the weather for the December tour and social event at Valentine Coffee.  We had a great time learning how a small specialty business operates.  We were able to understand how different types of beans are used for different roasting blends.

We will have our January PDM on January 24th.  Elizabeth Corbett CPIM, is a Supply Chain Manager for Hellenbrand, Inc, a water softener and filter manufacturer.  She will be talking about Millennials and how to work with them in your company.

If you are unable to attend one of the evening PDM’s maybe the Breakfast Roundtable Meeting would work. They are held at the Menomonee Falls and Brookfield locations. These are lively discussions of relevant operational topics chosen by the Roundtable participants. Come to hear the challenges and success stories shared by your fellow APICS members. Please visit: HTTP://APICSMILW.ORG/BREAKFAST_ROUNDTABLES for scheduled dates & topics on future Roundtables. 

We continue to offer certification classes and will be looking to add the new Certification in Logistics, Transportation and Distribution (CLTD).  We would be interested to know if you are interested in this new certification, if you are, we would like to hear from you. 

Please visit: HTTP://APICSMILW.ORG/EDUCATION for scheduled dates and times of all our classes. 

Our continuous goal as a Chapter is to help Milwaukee Chapter members achieve their Professional Development and Educational Certification Goals. 

We look forward to meeting you or to re-connect with you at an APICS event this fall.


Shawn Rothe, CPIM

President – APICS Milwaukee Chapter


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Next PDM Event

Elizabeth Corbett, CPIM is a Supply Chain Manager for Hellenbrand, Inc, a water softener and filter manufacturer. She is in charge of purchasing, shipping, parts pulling, receiving, and inventory management. In her previous role, she worked for several years as a buyer/planner for Nord Gear Corporation, a German-owned gearbox and motor manufacturer.

She currently serves on the Madison APICS Board of Directors, and is active on the Great Lakes District Volunteer Staff. She is also a CPIM instructor for the Madison Chapter. Outside of APICS, she serves as a fundraising advisor for the Junior League of Madison.

Wednesday, January 24th 2018
5:00pm - 7:30pm
20290 W Bluemound Rd
Brookfield, WI 53045

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PDM Review



The December PDM/Holiday Social was a wonderful evening. Lot's of new faces came to check out the behind the scenes of the Valentine Coffee roasting facility.  Joseph Gilsdorf and his Production Manager, Michael Cothroll were very informative and gave a great overview of the process from harvest to shelf. Attendees were able to order varietals of coffee and tea throughout the night to satisfy their palletes. We completed the evening with a social event complete with dinner and drinks.  It was a festive way to end 2017!  Thank You to all that attended.

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Director Spotlight

Meet Bill Fitzpatrick.

Bill served on the Milwaukee APICS Chapter BOD from 2008 until 2013. During the 2010-2011 program year he served as President of the Milwaukee APICS Chapter. Bill has returned to the BOD as the Director of Student Relations. Bill feels strongly that the experience gained by working with the chapter continues to be rewarding and time spent helping others is his way of giving back to the Chapter members.

As a Marquette University Business alumnus, he spent 6 years in the U.S. Navy. After three trips to the Persian Gulf, he left the military in 1993 to pursue a career in manufacturing operations. Most recently Bill’s roles have included VP of Operations at Triton Trailers and Operations Director, North America at HBPSI. Lean engagement with his teams has been where Bill likes to spend his time.

Bill has been a member of APICS since 2000, when he earned his CPIM certification. While working in a variety of operational roles, Bill has found that a CPIM education is time well spent. Regardless of your profession, your APICS learning’s will continue to be a valuable source to draw from as you move throughout your career.

Bill looks forward to working in 2018 with the high caliber of APICS members that he has had the pleasure of meeting. Bill asks that you take a look at your career path and make a commitment to yourself to improve your value to your organization and improve your worth in the market place by earning an APICS certification this year. Your investment in your future will pay dividends for years to come.

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New Year

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Breakfast Roundtable

January 10, 2018
7:30 AM - 9:00 AM

Hilton Garden Inn Milwaukee Park Place
11600 W. Park Place
Milwaukee, WI 53224

Join us on January 10th -- for our TOPIC:

"NEW YEARS RESOLUTION - Are You and Your Company Ready to DO IT Again another Year?"

 Enjoy stress-free casual conversation about today’s hottest topics and earn CE points

CLICK HERE to register for the January 10th Breakfast Roundtable. 


January 17, 2018
7:15 AM - 9:00 AM

Sheraton Milwaukee Brookfield Hotel
375 S Moorland Rd
Brookfield, WI 53005

Join us on January 17th to discuss: "Performance Review & Goal Setting"

Enjoy stress-free casual conversation about today’s hottest topics and earn CE points.

CLICK HERE  to register for the January 17th Breakfast Roundtable.


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Top Management Night & Chapter Awards

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Education: APICS Certifications

Which APICS Offering is Right for Me?

 Find more information at

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Certification Class Schedule


APICS Milwaukee launched the second part of the new streamlined CPIM certification workshop on October 23rd. Both NEW CPIM Modules Part One and Part Two are offered Winter/Spring 2018. The NEW CPIM Part TWO coursework of four modules: 

  • Master Planning of Resources – will cover Demand Management, Sales and Operation Planning (S&OP), and Master Scheduling
  • Detailed Scheduling and Planning – will cover Inventory Management, Planning Material Requirements to Support the Master Schedule, and Planning Operations to Support the Priority Plan
  • Execution and Control of Operations –will cover Execution of Operations, Control of Operations, Quality, Communication, and Continuous Improvement
  • Strategic Management of Resources – will cover the Business Environment and Developing Corporate Strategy, Developing the Operations Strategy, and Implementing the Operations Strategy


Education is at the heart of APICS' mission and the Milwaukee Chapter is committed to providing a strong schedule of classes and courses that will help individuals enhance their professional careers and improve your organization's bottom line. For details on the APICS CPIM, CSCP, & other educational offerings and certifications, please see the Chapter's Education Page on our website.

After listening to our audience, the Chapter made the decision to switch its classes from weekends to weeknights. Keep that in mind when you review the available courses and dates. Check out these Winter/Spring 2018 APICS classes that are held at Waukesha County Technical College (WCTC)


Pre-Registration is required for all classes. To see full details on this entire schedule and to register for classes, please go to the Course Registration Page at WCTC.

Please follow up with the Chapter directly with any questions on any of our Educational Course offerings.

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CLTD Now Available!

Do you want to . . .

  •        Gain recognition in the field as a logistics expert?
  •        Build credibility and set yourself apart from your peers?
  •        Learn latest trends in global supply chain logistics?
  •        Impact your organization’s bottom line?
  •        Demonstrate logistics mastery of knowledge?

Then check out the new CLTD Certification from APICS!

APICS Milwaukee Chapter will offer CLTD classes in 2018.


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Make the Most of your Membership

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APICS National

Five Supply Chain Tools for a New Era of Globalization


Scott Ehrsam

Director of Supply Chain Integration, Caterpillar Inc.

Tuesday November 28, 2017

The world is headed toward a new era of globalization, marked by increased political fragmentation but stronger global digital connection. This challenging environment presents many risks which supply chain managers must carefully plan for and navigate.

Since World War 2, the forces of globalization transformed the world: trade increased, immigration grew, and millions of people were lifted out of poverty. Today, however, times are different. Economic and political events of the last decade have caused growing nationalism, protectionism, and social backlash--leading us to ask, “Is globalization in retreat?”

Surely the nature of globalization today is changing. Global trade agreements are being reconsidered; new trade restrictions are being introduced (worldwide, more than 500 in 2016 alone); unrestricted flows of capital are becoming regionalized; and 20th century political alliances are being questioned or reshaped. At the same time, however, society is trending towards greater global connection. Internet usage continues to increase; use of digital devices continues to grow; global data flows more freely than ever; and, global travel increases each year.

Because of their end-to-end responsibility, supply chain managers are uniquely positioned to help their companies adapt and thrive in this new environment. How?

There are five key risk management tools to deploy:

1. Scenario Planning. We live in a VUCA (volatile, uncertain, changing, and ambiguous) world. The future cannot be predicted. Supply chain managers must plan for multiple scenarios to determine where and how to invest to grow existing markets and/or develop new markets. Keys to successful scenario planning are maintaining a strong position in the core business, placing reasonable bets, and establishing a repeatable process to consistently refresh, stress test, and identify new scenarios.

2. Localization. Supply chain risk caused by government policy can be greatly reduced by establishing local operations. The old model of large scale global production and standardization lacks flexibility and velocity to compete locally. Supply chain managers must plan smaller, flexible operations closer to customers. This necessitates the development of local eco-systems of suppliers and business partners. Keys to success include investing in local people, developing a clear plan for social awareness and inclusion, and implementation of appropriate technology to reduce physical assets and allow customization of products and services.

3. Digitalization. Big data and internet of things create tremendous opportunities to increase supply chain velocity and create new forms of customer value. Digitalization enables faster end-to-end decision making to compete locally while managing globally. Supply chain managers must develop a clear digital strategy which links all partners and provides flexibility to respond to market needs. This strategy can include 3D printing, predictive analytics, web-based mobility, and use of dynamic sourcing models.

4. Government Advocacy.  Offering the best products and/or supply chain is no longer enough to compete. Governmental and international laws affect supply chains both operationally and financially. Government advocacy is primarily (i) educating on behalf of customers, employees, and shareholders to inform on issues important for your company, and (ii) building relationships to strengthen your company reputation and establish climate of trust. It’s important to build voice of your employees and stakeholders to tell the story of your company before key legislative and regulatory decisions are made.

5. Global Diversity & Inclusion. Diverse teams generate greater innovation and better results. Global diversity is the variety of skills, training, experiences, perspectives, and cultural backgrounds in a company. Contributing to global diversity are inherent diversity (gender, ethnicity, and sexual orientation) and acquired diversity (cross-cultural experience and educational training). Supply chain managers must be champions for global diversity and inclusion by increasing flexibility in the workplace, decreasing unconscious bias through education and awareness, and intentionally pursuing diversity and inclusion in recruitment, leader development & training, and cross-functional training practices.

The next era of globalization is moving faster than trends towards political fragmentation and/or governmental regulation. Supply chain leaders can no longer afford to focus solely on internal end-to-end functional alignment; success in the new globalization requires deploying the effective risk management tools. Properly deployed, these tools will enable supply chain leaders to reduce exposure to political risk, while increasing growth opportunities.

Customers will be the ultimate judges of how effectively supply chain managers and their respective companies adapt and thrive.  



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APICS Membership Categories

APICS offers two membership options for supply chain, logistics and operations management professionals based on your individual goals: CORE and PLUS. 

We recommend the APICS PLUS membership if you plan to pursue an APICS certification or are working to maintain your certification. 

APICS CORE membership

With an APICS CORE membership, you’ll gain access to industry tools and resources necessary to expand your supply chain knowledge and grow your professional network. 

  • Education and events -  Enjoy discounts on local events and seminars. Members also receive discounted registration for the APICS annual conference focusing on end-to-end supply chain solutions.
  • Global connections - Attend events at a local chapter or take advantage of online networking opportunities to connect with a global network of supply chain professionals. 
  • APICS magazine - Keep up on the latest news and trends with our essential publication. Members receive a free subscription this industry-leading supply chain publication.
  • APICS Dictionary - Expand your industry vocabulary with 4,800 supply chain, logistics, and operations management terms and definitions. 
  • Career resources - Advance your career with access to our members-only job board, mentor center, webinars, career planning resources and more! 
  • Research reports  - Stay on the cutting-edge with research reports that include analyses and best practices. 


APICS PLUS membership 

APICS PLUS members receive all the CORE benefits, PLUS:

Certification savings - Whether you're just beginning your journey toward CPIM, CSCP or CLTD certification or need to maintain and retain knowledge, save money on study- tools and exams for your hard earned credential.

Once you've decided what Membership Category is right for you, become part of the world's most vibrant and engaged community of supply chain professionals!

CLICK HERE to learn about the different APICS membership categories.



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Networking & Job Opportunities

Click here to check out current job opportunities.

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