Day 1

Rick Amari, President, Columbus Consulting
Assortment Planning Event Kickoff
9:00 - 9:30

In this presentation, Rick reviews the current buzz around the industry in regards to assortment planning & execution.

He will present the factors that have led to the increased interest in assortment planning solutions. Furthermore, he will present the solution landscape that enables the ideas and requirements of today’s retailers.

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Jon Beck, Columbus Consulting
What is AP & How does it fit in?
9:30 - 10:00

Jon’s presentation provides insight into the key ingredients for achieving success through improved Assortment Management.

He will discuss and present solutions to many of the major hurdles & challenges that face an organization as it tries to tackle Assortment Planning.

Jon will also consider the overall assortment process and how it integrates decision-making across an entire retail organization.

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Debbi Berit, EVP P&A, Ann Taylor
Assortment Planning - Integrating all the Pieces
11:15 - 11:45

In today’s presentation, Debbi will be discussing the different Brand Expressions of Ann Taylor and how each tailors its assortments to satisfy diverse customers’ needs across the store base.

Debbi will describe how Ann Taylor organizes internally, plans & executes, and will review the integrated Planning & PLC Calendars.

She will conclude by sharing her thoughts on future initiatives that will further improve Ann Taylor’s ability to Customize Assortments.

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Lisa Bachmann, CIO/SVP Planning & Allocation, Big Lots
Assortment Execution in a Dynamic Buying Environment
11:45 - 12:30

In her presentation, Lisa discusses the evolution of Big Lots and how the company executes its Assortment Strategy within a diverse and complex merchandising environment that spans close out/opportunity buys, domestic buying programs & planned import items/assortments.

Lisa’s will discuss how people, process & systems have been aligned to facilitate making better merchandising decisions, which in turn have improved financial results.

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Dr. Saman Hong, VP Analytics & Optimization Solutions, 7th OnLine
Optimization in Assortment Planning
12:30 - 2:00

In his presentation, Saman discusses Optimization in Assortment Planning.

He will discuss how and where 7thOnline sees benefit in applying science to the art of assortment management, and will describe how retailers and suppliers can benefit from these analytics & optimization techniques.

Saman will conclude by presenting 7thOnline’s future direction in its Assortment Planning suite.

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Maryann McGeorge, SVP Retail Operations, Polo Ralph Lauren
Introducing Science to Art
2:00 - 2:30

Maryann will discuss the evolution of Polo Ralph Lauren and will focus on Polo’s approach to Retail in a multi-brand, multi-country, multi-currency, multi-cultural environment.

She will also present Polo’s vision for assortment management and touch on the opportunities possible with tighter assortment

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Bill Keith, VP - Replenishment/Merchandise Support, Belk
Collaborate with Assortment Planning Best Practices
2:30 - 3:15

Bill will be speaking about assortment planning and collaboration at Belk. He will describe how Belk has defined & integrated its financial planning, assortment planning, buy, and allocation processes.

He will also review how Belk has managed the transformation of its business processes and systems to support its integrated merchandising environment. He will discuss key success criteria in managing and progressing this major initiative.

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Richard von Hirschberg, Columbus Consulting
Assortment Strategy, Planning & Execution
3:45 - 4:30

In his presentation, Richard will share his views on the future of Assortment Planning & Management. He will consider future systems capabilities and the organizational skills required to harness them.

He will also discuss how merchandising organizations can evolve to gain competitive advantage.

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Day 2

Jeff Gragg, Executive Director IT, Hallmark
Approaches to Defining & Implementing Assortment Planning Initiatives
9:00 - 9:45

In his presentation, Jeff will be discussing his experiences as a Leader and Executive responsible for delivering assortment planning & execution initiatives across large, diverse organizations.

He will share specific experiences related to justification, definition, implementation and management of Assortment Planning projects within the companies he has worked for and with the external Vendor Community.

Jeff will conclude by reviewing future approaches to Assortment Management and the potential for integration across Retail and CPG companies.

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Jon Beck, Columbus Consulting
Planning by Floorset & Its Impact on the Assortment Planning System Selection Process
9:45 - 10:30

In this presentation, Jon will be reviewing the process of Floorset Management within a Fiscally managed organization. He will provide insight into both the benefits of Floorset Management and the process & business calendar challenges presented by managing in this manner. Involved in this discussion will be major process steps of integrating Assortment Planning with Merchandise & Store Planning / Projection and Allocation.

Jon will then speak to the process of selecting an Assortment Planning System, and the implications of Floorset Management in this process. He will discuss detail steps in the selection process and will share his perspective on the breadth, depth and duration of Merchandising, Planning, IT and Executive personnel required. Finally, he will describe the progression from Selection to Implementation and how to best navigate this difficult transition

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Beth Thomas, EVP of Learning Solutions, Sequent, Inc.
The difference between an installation and Implementation – Change Management
11:00 - 11:45

Beth will be presenting today on her experiences as an agent of change within a retail company. She will share her perspective on introducing new business processes & systems to an organization, and how the transition from past to future can be navigated successfully with minimal disruption.

She will focus on the particular challenges raised by Assortment Planning, including cross functional process integration between merchandising & planning and requirements definition between the business and IT. Finally, she will differentiate between a system installation and implementation, and will recommend specific actions for you and your organization to be successful in an Assortment Planning endeavor.

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Peter Hora, President, Peter Hora & Associates
Assortment Integration
1:30 - 2:15

In today’s session, Peter discusses systems integration and its role in Assortment Planning. Specifically, he will focus on the inputs and outputs associated with Assortment Planning and its key integration points – Merchandising and Sourcing systems.

Peter will be sharing how Styles, Colors, Packs and Eaches need to be considered. He also will review the processes of PO generation and attribute management.

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Marc Reifeis, Columbus Consulting
Sizing & Packing the Buy
2:15 - 3:00

In his presentation, Marc brings into focus the complex area of Sizing and Packing the Buy, as part of the Assortment Planning process.

He will present on best practices he has seen across the retail industry in regards to Size Profiling, including how to interpret historic data, management of Size Ranges that change over time, determination of the right level to set profiles, etc.

Marc will then review the subject of Prepack Optimization. He will discuss key inputs and parameters to be considered in this process to help facilitate both optimized Store Size coverage as well as DC processing efficiency in support of initiatives such as Cross Docking, management of Packs & Eaches, etc..

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Rick Amari, Columbus Consulting
Leveraging Your Data Warehouse in Support of Assortment Planning
3:15 - 4:00

Rick’s wraps up the Assortment Planning conference by sharing his vision for how an integrated IT systems strategy can dramatically improve the results of an Assortment solution. He will specifically speak to utilizing all relevant corporate investments in fulfilling the requirements of an Assortment Planning process.

He will specifically review the critical component of Reporting and how your investment in a Data Warehouse can be further leveraged to support Assortment Planning. He will also discuss other ways to leverage corporately held data in support of planning initiatives, such as Size Selling, Lost Sales Analysis, etc.

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Register today online or mail a registration form. Group registrations also available.

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Assortment Planning Focus of Columbus Consulting Two-day Retail Conference in New York City

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