Each month the Fox Valley Chapter produces a newsletter with information about upcoming PDMs, educational offerings, seminars and other events of interest.

September 2020 Print

The Beacon Newsletter

Ashland Breakwater Lighthouse




 from the

APICS Fox Valley Chapter!


Welcome to the start of our 2020-2021 season


Please join us for our September PDM on

Tuesday September 15, 2020


The September PDM will be a virtual meeting due to COVID-19 and the CDC guidelines restricting the size of gatherings.

A Microsoft Teams link will be sent via email on the day prior to the PDM.

Presentation begins at 6:00pm


Life-Cycle Management in Today's Manufacturing Environment

        In today's manufacturing environment it can be difficult to keep your equipment current, as new acquisitions and updates usually require a large capital outlay and long-term commitment in ownership.  However, there is a different approach to acquisition that many Wisconsin manufacturers are finding value in and that is leasing. Leasing provides manufacturers the ability to keep up with the rapidly changing landscape through life-cycle management - reducing the risk of obsolescence and high maintenance costs, while spreading out payments over the useful life of the equipment.

        Our speaker, Chris Lipski, will discuss the shift he is seeing in Wisconsin manufacturing, how staying current benefits a manufacturer's efficiency and viability, and why leasing can have a beneficial impact on manufacturers both big and small.


Meet Your Speaker

Chris Lipski

Chris Lipski is a managing director with Vantage Financial, a privately held leasing firm. In his role at Vantage, Chris is uniquely positioned to partner with vendors and clients, offering strategic leasing vehicles to optimize technology, software, and capital equipment projects. In an increasingly uncertain climate, he offers flexibility, capital preservation, life cycle management, and the power to pivot. Working for a privately held firm allows him to provide customization tailored to the specifications of his vendor and client partners, along with unparalleled response time and client satisfaction. The manufacturing sector is a point of emphasis for Chris, who is actively involved with WMC and sits on the NEWMA Industry 4.0 panel.  Chris earned his B.A. in Political Science from the University of Wisconsin-Madison and his Juris Doctorate from New York University School of Law. He lives locally in Cedarburg with his wife Jenny and their six children.



$0.00 - This APICS Fox Valley Chapter Virtual PDM is FREE of charge!



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President's Report

Hello, fellow APICS Fox Valley Chapter members!

I hope this newsletter finds you well.

What a strange year this has been.  We have all seen, heard of, or experienced some wild things in the world of supply chain management.  We’ve seen demand that has exploded, demand that has vanished, capacity that is constrained, forecasts that are………well…….WILDLY inaccurate.  After all, who can REALLY forecast the impact of a pandemic with any accuracy??

We all missed out on a couple great APICS events with the Amazon Tour and Top Management Night.  The list of events we missed got longer for all of us as we all missed out on holidays, vacations, and family gatherings.  The activities we DID get to do just were not quite the same.  Well, the chapter’s board of directors has been working through the summer to keep the chapter business running and preparing for fall Professional Development Meetings.  The board meeting and working during the summer is normal but the way in which we met was not quite the same.  Since April, the board has been meeting online only.  We have not been together in person in months and while we miss being together, we wish to continue to do our part to keep everyone safe and healthy.

We also miss seeing you!  It’s been months since we’ve been able to be together; however, the safety of our members is extremely important.  The board has determined that we are not yet comfortable with planning and executing an in-person Professional Development Meeting.  That said, we are planning to proceed with offering PDMs ONLINE for fall.  The board has done some testing with different platforms and we are still learning a bit so………our fall PDMs are going to be FREE.  Yes, FREE!!  We only ask that you register online so that we know who to expect and who attends.  This will also allow us to send you an e-mail with the link to a Microsoft Teams meeting. 

September kicks off our 2020-2021 PDM schedule.  Our first meeting will be Tuesday, September 15th.  Chris Lipski, a managing director from Vantage Financial, will be our featured speaker.  Chris will be discussing the shift he is seeing in Wisconsin manufacturing and how keeping equipment current, benefits manufacturers’ efficiency and viability, and also why leasing can have a beneficial impact on manufacturers both big and small.  I think it will be very interesting to hear about what Chris is seeing in the manufacturing environment!  Please register here to join us!!

If you were considering working on obtaining a certification, check out the chapter's website ( for ONLINE certification offerings.  This is a great way to work on your certification without having to leave home.

I know that the current environment is still presenting challenges to many and I want you to know that the chapter is here.  If there is any way the APICS Fox Valley Chapter can support you in these challenging times, please feel free to reach out to me directly.  My e-mail address is below.

Please stay safe and healthy.  I look forward to seeing you online for our September PDM and to seeing you in person again someday in the future.

Take Care,


Jody Suess, CPIM, CIRM, CSCP
President 2020-2021
APICS Fox Valley Chapter
[email protected]


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Demand Driven Institute


Demand Driven Institute’s (DDI) Demand Driven Planner (DDP)™
Instructor-Supported Online Class Dates with
Fox Valley Technical College (FVTC)

Introductory course fee of $1,095 Per Person
(Class without the Demand Driven Materials Requirements Planning Book)

Introductory course fee of $1,160 Per Person
(Class includes the Demand Driven Materials Requirements Planning eBook)


Watch our website for additional start dates to be added in the future

Register at: and click on Register Now!

• The DDP™ Instructor-Supported Online course is non-refundable and non-transferable once the materials have been ordered, and/or welcome letters have been emailed.
• The official course textbook Demand Driven Material Requirements Planning V3 (Ptak and Smith, Industrial Press, 2019) is required for this online course in eBook or printed textbook.
• If you already have the book, or chose to purchase the printed book on your own, get a $65 discount on the price of the online course when enrolling into the Class Number without Book.
• One Class + One exam to earn your Demand Driven Planner Professional (DDPP)™ designation.
• Instructor assigned for 8 weeks to help you prepare for the DDPP™ exam.
• FVTC reserves the right to cancel and/or delay the class start date if class enrollment minimums are not met by the Last day to Register date listed above. Enrolled students will be notified and offered a refund, or a transfer to a later start date as desired.
• For more information on the Demand Driven Planner Professional (DDPP)™ certification exam, see

If you need assistance email us at [email protected], or call (920) 993-5150.

Note: The Demand Driven Institute (DDI) is the global authority on Demand Driven education, training, certification, & compliance. Their web site ( is always your best source for the current information. If you have questions please e-mail [email protected].

Demand Driven Planner and Demand Driven Planner Professional are trademarks of the Demand Driven Institute, all rights reserved.



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Milestone Anniversaries

Please join us in celebrating the following milestone anniversaries!


40 Years

Julie Heyn


15 Years

Blake Mathies, CPIM, CSCP


5 Years

Timothy Ahtonen

Jacob Finegan, CPIM

Aaron Fischer

Sean Walsh


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Welcome New Members

The APICS Fox Valley Chapter would like to welcome the following new members:  


Lisa Quick

Brian Figueroa

Hannah Luedke

Linda Carello

Kathryn Brehm

Zach Van Remortel


Do you know someone who would benefit from being involved with APICS?  Encourage them to join by using the following link: Join APICS!


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Board of Directors Bios



An introduction to your

2020-2021 Board of Directors






Jody Suess CPIM, CIRM, CSCP has been an APICS member since 2000. She earned her CPIM in 2002, her CIRM in 2003, and her CSCP in 2007. She has served on the Fox Valley Chapter Board of Directors since 2003, and has held the positions of Secretary, Treasurer, VP of Professional Development, VP of Communications, Executive Vice President, and President. Jody earned an Associate Degree in Business Management from Fox Valley Technical College and a Bachelor of Arts in Business Administration with a management emphasis from Lakeland University. Jody is currently employed by Essity as a Supply Planner for Bought in Finished Goods. Prior to Essity, she worked at Oshkosh B'Gosh, Inc. and held positions of Product Control & Scheduler, Inventory Control Specialist, Production Supervisor, and Quality Auditor. Jody was also an adjunct instructor for Fox Valley Technical College for 5 years, teaching APICS CPIM and CIRM certification review courses.


V.P. Finance

Sherri Manion, CPIM, has been a member of the APICS Fox Valley Chapter since 1988.  Sherri has been on the Board of Directors since 2009.  This is her seventh consecutive season serving as VP-Finance.  In 2007 and 2008 she was head of the APICS Fox Valley Nomination Committee and was recognized the 2007 Member of the Year. She previously served as Treasurer for the Oshkosh Youth Symphony Orchestra 2007-2009. She is employed full-time as a Production Control Analyst for Meritor in Oshkosh.  She has 20+ years of experience in production planning, scheduling, and inventory management.  Sherri earned her B.B.A with emphasis in Operations Management at the University of Wisconsin Oshkosh.


V.P. Secretary

Beth Westfahl, CPIM, CLTD, has been a Supply Chain Management Instructor at Fox Valley Technical College since 2005, teaching APICS CPIM certification review courses and associate degree classes in supply chain management.  She has been involved with APICS since 2000.  Beth has served on the APICS Fox Valley Chapter Board of Directors since 2003 and has held the positions of Vice-President of Membership and Vice-President Recording Secretary.  She earned her BA from Ripon College in 1988.  In addition to her teaching experience, Beth has over 20 years of experience in supply chain management, including forecasting, purchasing, planning, scheduling, logistics analysis, and inventory management in diverse environments such as the paper industry, foundry and catalog/direct marketing.


V.P. Communications

Sara Steinke, CPIM, is currently the Purchasing Manager for Deluxe Plastics in Clintonville.  She began her career with the company in 2019 as the Finished Goods Materials Manager before moving into her current role.  Prior to this adventure, she spent 13 years working for Seagrave Fire Apparatus, LLC in various roles including Materials Planner/Master Scheduler, Warehouse Supervisor, and ERP Business Analyst.  She holds a B.B.A. with an emphasis in Management Information Systems which she earned in 2002 from UW-Milwaukee.  Sara became an APICS member in 2017 and achieved her CPIM certification in 2018.  She joined the Board of Directors in January 2018 when she stepped up to the plate to fill a then-vacant Vice President Director-at-Large position, and later was elected as the Vice-President – Communications, a role she has held since July 2018.


V.P. Logistics

Shelly Neubert, CPIM, has been an APICS member since 1995 and earned her CPIM designation in 2012.  She has served on the Fox Valley Chapter Board of Directors since 2015, and has held the positions of Director at Large, Vice President of Company Coordinators and Vice President of Logistics.  She is employed with Essity Professional Hygiene as a Material Supply Planner.  Her past experiences include the positions of Outsourcing and Paper Supply Planner with Essity, and Production Planner and Buyer for Hoffmaster. Shelly earned her B.B.A. from UW-Oshkosh, majoring in Operations Management. 


V.P. Professional Development

Maria Allen currently is employed with Mayville Engineering Company, Inc (MEC) as the Materials Manager since July of 2015. She has been with MEC since 1999 in various roles from Punch Press Operator, Production Support Coordinator, Inventory Control Specialist, Shipping and Receiving Coordinator, Continuous Improvement and Production Planner. Maria also earned her Greenbelt Certification in 2009 from Moraine Park.


V.P. Public Relations

Wendy Skarivoda, CPIM, currently is employed at Neenah Enterprises, Inc. as an Inventory Specialist for 1-1/2 years. Prior to that she was a contract employee at Neenah Enterprises, Inc. in the scheduling department, inventory analyst at Bemis, & plant accountant at Saputo Cheese.  She earned her CPIM certification in 2008 and enjoys attending the PDM’s as a way to accumulate maintenance points.  Previously held VP of Communication role in 6/09-5/10.


V.P. Membership

Eric Kinonen, CPIM joined APICS in 2013 and earned his CPIM certification in 2014.  This is his first full year on the Fox Valley Board of Directors after being elected the VP Director of Membership. Eric is currently employed by Mercury Marine as an Assembly Production Scheduler in Fond Du Lac, WI.  Prior to his current position, he has held roles in production planning at several manufacturing companies. Eric also served five years in the U.S. Coast Guard.  He was assigned to a Search & Rescue station in California to a High-Endurance Cutter in Seattle, WA.  He has a Bachelor’s Degree in Business Administration from Michigan Technological University in Houghton, MI and is a certified lean six sigma green belt from Mercury Marine.


V.P. Information Technology

Phillip Kosik CPIM, CSCP is the master scheduler for Fox Valley Metal Tech in Green Bay, WI.  Previously Phillip was serving as a commodity planner for Axletech in Oshkosh, WI. Phil was the materials manager for Eden Valders Stone in Eden, Wisc. Prior to that, he worked in materials management for Buechel Stone and as a production planner for Plexus Corp. in Neenah. Phillip is a graduate of the University of Wisconsin Oshkosh with a degree in economics.

Phil has been a member of APICS since August of 2005. He achieved CPIM certification in September 2006 and CSCP certification in March of 2007. Phil has served on the APICS Fox Valley Chapter Board of Directors since 2007. Phil served as Chapter President 2009 though 2011, and 2014 through 2017. Phil previously held the positions of President Elect, VP of MIS, and VP of Membership. In addition to his involvement as a BOD member at the APICS local chapter level, Phil has served as a District Representative for the APICS Great Lakes District, assisting APICS Chapters in the northern half of Wisconsin. Phil is also an adjunct instructor for Fox Valley Technical College, teaching APICS certification classes. Phil also has presented at the APICS 50th Anniversary Conference that was held in October 2007 and at the APICS 2018 Conference.


V.P. of Student Relations

Michael R. Godfrey, PhD, CFPIM, joined the Supply Chain & Operations Management faculty at UW Oshkosh in 2001. He teaches undergraduate and graduate courses in Supply Chain Management.  His research interests include supply chain management, environmental management, lean/six sigma, transportation, simulation, and project management. He has published in the Journal of Business Logistics, the International Journal of Production Economics, Six Sigma Forum Magazine, and the Journal of Network and Systems Management. Mike earned his B.S. in Operations Management and M.S. in Management Information Systems from Northern Illinois University and his Ph.D. in Production & Operations Management from the University of Nebraska – Lincoln.  He has worked on consulting projects dealing with project management, lean manufacturing, transportation, facility layout, and environmental management.  Prior to returning to NIU to pursue his M.S. degree, he worked in transportation and warehouse management for five years.


V.P. of Student Relations

Amulya Gurtu is the Chair of Business Administration and an Associate Professor of Supply Chain Management at the Cofrin School of Business, University of Wisconsin, Green Bay, WI, USA. He obtained his Ph.D. from Ryerson University, Canada, an M.B.A. from Ivey Business School, Western University, Canada. His research interests are in global manufacturing and supply chains, and its impact on the environment and society. His research has been published in Transportation Journal,  the International Journal of Physical Distribution & Logistics ManagementOperations and Supply Chain Management, Services Marketing Quarterly, the International Journal of Inventory Research, the International Journal of Nonprofit and Voluntary Sector Marketing, the Journal of Cleaner Production, Management Research Reviewthe Journal of Environment & DevelopmentSustainable Production and Consumption, and Applied Mathematical Modelling. He is the Editor-in-Chief of the International Journal of Sustainable Entrepreneurship and Corporate Social Responsibility (IJSECSR).



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Professional Development Meeting & Tour Schedule

 The Fox Valley APICS chapter holds monthly Professional Development Meetings (PDMs) September through April. A tentative listing of these activities is posted below.

 At each meeting a presentation will give insight into a current operations management topic. This becomes your opportunity to stay ahead of the competition by learning about new and emerging trends in your field and how to improve your company’s operational performance. In addition, the meetings offer an opportunity to network with other operations management professionals.

 The mission of the Fox Valley Chapter of APICS is to be the area’s leading provider of quality learning and networking opportunities that enable our members to be leaders in the management of resources in manufacturing and service industries.

 We look forward to seeing you at our next meeting!

  APICS Fox Valley Chapter 2020 - 2021

PDM Meeting Schedule

Date Time Location Speaker Topic
Tuesday September 15, 2020 6:00pm to 7:30pm Virtual Chris Lipski Vantage Financial Life-Cycle Management in Today's Manufacturing Environment
Wednesday October 14, 2020 TBD Virtual Bob Laduron Linetec Engineer Partnering with Custom Equipment Manufacturers to Introduce Innovation and Automation into our Processes

Please note that all events are dependent on current COVID-19 restrictions

Please also visit the chapter website at for more information!

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PDM Suggestion



Have a suggestion for a PDM speaker, tour, or topic?

Email your suggestion to [email protected]




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CPIM Interest List


Got ?

If not, consider signing up for a certification review course!

Click here to put your name on an interest list for CPIM Part 1. 


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Become a recognized expert in the logistics, transportation and distribution fields. Certification demonstrates in-depth knowledge of a broad range of topics to set you apart from your colleagues — proving your high level of knowledge and skills. You'll be a more valuable asset to your organization, keeping you and your organization more competitive in today’s global economy.

Why you should earn the CLTD designation

Gain recognition in the field as a logistics expert

  • Build credibility and set yourself apart from peers
  • Learn latest trends in global supply chain logistics
  • Impact your organization's bottom line
  • Demonstrate logistics mastery of knowledge


Class Schedule / Information

Classes will only be held if required registration numbers are met. 

Click here to add your name to the prospective student list or email our VP of Professional Development at [email protected]  to let us know.

To learn more about the CLTD certification click here.


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APICS Certified Supply Chain Professional Classroom Course

APICS CSCP education is essential if you are interested in:

  • increasing your knowledge and expertise in the field of global supply chain management
  • facilitating supply chain functions or working with ERP systems
  • creating common frameworks within your company to address your supply chain challenges and opportunities

An APICS CSCP designation will help you:

  • master the necessary tools to effectively manage global supply chain activities, including suppliers, plans, distributors, and customers around the globe
  • acquire the skills you need to create consistency and foster collaboration through best practices, common terminology, and corporate communication
  • understand how to leverage technology to improve the entire supply chain process
  • increase your professional value and secure your future

 Class Schedule / Information

Classes will only be held if required registration numbers are met. Click here to add your name to the prospective student list or email our VP of Professional Development at [email protected] to let us know.

To learn more about the CSCP certification click here.


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CBAR Platinum Status Awarded to APICS Fox Valley Chapter

"Chapter management excellence is an integral component to enhancing the member experience. Successful APICS chapters provide their members with opportunities for stellar education, career development, and networking.

The APICS Chapter Benchmarking and Reporting (CBAR) program recognizes chapters that have exceeded minimum standards and exemplify excellence in overall chapter management. We are proud to announce the APICS Fox Valley Chapter received the 2019 CBAR Platinum Award designation, an admirable accomplishment for an APICS chapter.

As a member of an APICS Platinum Award Winning Chapter, the CBAR designation signifies commitment to providing an exceptional membership experience." - 
ASCM 2019 Partner Development Committee

Once a chapter has achieved the Gold level for 5 consecutive years, they reach the Platinum level.  If a Platinum level chapter slips for just one year, it must attain Gold level 5 consecutive years before it can again become a Platinum chapter.  The Fox Valley chapter has been at the Platinum level for many years starting somewhere in the late 80’s or early 90’s.  Something to be very proud of!  Congratulations and Thank You to everyone past and present who has helped us achieve this accomplishment!


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Message from the Board

There may come a time when unforseen events force us to cancel an event.

Please read the following for details of our cancellation policy:



APICS Fox Valley Chapter Cancellation Policy

Procedure for Notification

If the APICS Fox Valley Chapter decides to cancel a chapter event, notification will proceed as follows:

  1. Decision and notification will occur a minimum of 4 hours prior to the start of the event.
  2. VP Communication will send email notification of cancellation to all members registered to attend the event.
  3. VP Communication will post notification of cancellation on the home page of the chapter’s website at

Refund Policy

Every attempt will be made to reschedule an event that has been cancelled.  When this happens, all monies paid will go toward attendance on the rescheduled date.

If the APICS Fox Valley chapter is unable to reschedule the event, refunds will be given in full.


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