Program Update Southwest District Meeting Las Vegas, NV 08-06-2010

1. Fifth Annual Southwest District Student Case Competition Information Program Update Southwest District Meeting Las Vegas, NV 08-06-2010

2. Historical Results • 2007 our team from CSUSan Louis Obispo won the local competition and went on to win 1st Place in the National Competition at the Orlando International Conference. • 2008 our team from CSU Chico & East Bay won the local competition and went on to win the National Competition at the Kansas City International Conference. • 2009 our winning team from CSUN will be sponsored for the Scholars Program and one of our team members Christina Tsao, has been accepted as a member of the Future Leaders Program at National Headquarters. • 2010 Undergrad winners are not participating in Conference, all have jobs

3. Student Growth • 41 student members last year when we made this presentation • The Southwest District NOW has 52 student members (8 chapters) and 7 Young Professionals (3 chapters) • 11 Academic Members representing 6 chapters • Northridge Student Chapter has increased its membership from 1 in 2007 to 14 this year after the Case Study Competition (currently 17)

4. Member Types by Chapter(As of Aug 1, 2010)

5. Overview of EventFeb 11-12, 2012 • Event /Timing: in San Diego • Event will start on Friday morning at 9 AM, and complete by Saturday at 3 PM • *More food for students on Friday than last year • Output from Students : • 2 page Exec. Summary plus 1 page of charts/graphs • More time allotted for oral presentation (not yet determined, but will be defined when we see the # of teams) • Judging – Prelims & Finals • Preliminary judging will occur on Friday evening • Final judging will occur on Sat. morning for the top teams

6. Overview of Event (continued) • Student Leadership Workshop or Networking event • Sat. a.m. after final competition (not yet defined but needs to improve over last year) • Prizes for winners: • Cash for all teams, based on donations from chapters/individuals • Guaranteed acceptance into Scholar’s program for APICS Int’l Conference in Fall 2011 for 4 on winning Undergrad team • Includes hotel, most meals, and conference registration • Up to $400 p/p in travel expenses covered by district

7. Historical – Projected Costs * Plus 3 High School students who formed 1 extra team 2011 projected cost: 50 students: $15,350

8. Finances/Budget & Contributions • Remaining funds from last year ~ $2,500 • Anticipated Expenses $15,350 • Food $1,600 (Sat), $500 (Friday) • Medallions, Certificates & Admin $550 • Student Memberships $100 • Travel for winning Undergrad team to Int’l Conf $1,600 • Sponsor 4 Undergrad to E&R Scholars Program $4,000 • Cash Awards $7,000(remaining funds from contributions) • Need to raise $12,850 to break-even • Last year ~ $12K donated by chapters

9. Chapter Support • Donations received will be used for: • Meals & snacks provided throughout the event. • Student Memberships for winning Undergrad team members to insure their eligibility to participate. • Cash Prizes, Medallions and Certificates • Travel expense & district sponsorship for the 1st place winning Undergrad team attendance at the 2011 International Conference Scholars Program • Surplus Funds (if any) are used to support next years competition.

10. Issues for Presidents • Do we ask ALL teams for an entrance fee? • $250 for SW District teams (NEW) • $500 for out of SW District teams (current) • Reasons: • Help eliminate No-Show teams/students • Improve Friday food for students • Ensure $500 minimum prize for all teams • Mid-west charges ALL teams $500 to enter

11. Issues for Presidents • Do we ask chapters to submit potential companies for Case study? • Would need to ID company by Oct 1 • Co. privacy would be protected, if desired • Needs someone from company to work with someone from the committee to write up the case and get approval from co. management • Case could be a problem that company already solved or one they would like solved.

12. Financial Support • Use donation form provided on the web site • Canvas your resources • PDM’s (50/50 Raffles, etc) • Schools funding programs • Corporate Sponsorships • Education Courses • Chapter Budgets • Need to receive donations & pledges by December 1, 2010

13. Marketing • Utilize the “Student Competition” Tab on the District Website • Tools are available for download • Contact Academic Advisors at your local Colleges & Universities • Work through your Student Chapters • Energize the Education VP’s on your chapter BOD • Take full advantage of your Company Coordinators & HR Departments

14. Volunteer Opportunities • Case Study Development • Judges • 3 for oral presentations • 3 for written executive summaries • Student Registration • Video Camera Operators • Still Photo Operators • Assistance with Awards Presentation • Logistics & execution tasks as needed • Mentors and Professional Networking

15. Contact For more information contact the Southwest District Student Competition TEAM: • Ellen Kane • 818-999-4877 • ek@theacagroup.com. • Barry Solomon • 702-324-1729 • solombar@cox.net • Sue Thornton • 714-227-4867 • jssusit@earthlink.com • Dave Dougherty • David.Dougherty@viasat.com • Robert Lundeen • marcia.l.pasquarella@boeing.com • Francisco Lara • Gustavo.Ugarte@asu.edu • Lisa Anderson • landerson@lma-consultinggroup.com • Gordon Loucks • profloucks@gentwood.com • Joan Wallner (district liaison) • - jwallner@apics.org Advancing Productivity, Innovation, and Competitive Success

16. Questions