Chapter Narrative

APICS Northern Colorado Chapter Narrative - 2014-2015

By Mark Lindberg


  • Volunteer
    • I would like to recognize Kelly Meyer as the outstanding volunteer for the 2014-2015 year. As Chief Networking Officer, Kelly led a committee that energized our networking events, resulting in increased levels of participation and outstanding opportunities for members and guests to learn from the many tours of production facilities and the excellent conversations with like-minded professionals over appetizers and drinks.


  • Company
  • I would also like to recognize SparkFun Electronics. They are an exciting company with great products, vision, and they have the desire to both learn from others and help others learn from them. They have hosted two of our Stay Connected events and went out of their way to make their team time available to give us a detailed look at their processes. They have attended our other Stay Connected events to continue to learn and to increase their connection with their community.


  • Instructor
    • I would like to recognize Mike Loughrin as an outstanding instructor for APICS Northern Colorado. In this last year, Mike has both developed and taught our exciting new Hybrid Supply Chain Management class.  Through Mike’s efforts, this class is shaking up the education process by using team based business simulations to provide a context for Supply Chain Management learning concepts.



  • Leadership Development
    • A full day Leadership Development Workshop was conducted in December. This workshop was facilitated by Shelly Setzer from TheTableGroup and provided leadership training centered on the concepts found in the five dysfunctions model.

This workshop strengthened the cohesion of our team, improved our definition of our vision and strategy, and led to several key initiatives.


  • Vision/Strategy
    • Over the course of this last year, we have refined our strategy and made significant strides in translating the strategy to actions.


  • External environment
    • APICS has communicated a North American Channel Strategy update. This strategy allows chapters to choose from three different tiers, 1) Social chapters – basically networking, not selling education 2) Revenue and selling chapter partners 3) For Profit private entities. In addition APICS Corporate now has District Business Development Managers that chapters can elect to use to promote opportunities. NOCO will remain a Revenue and selling chapter.
    • APICS has merged with American Society of Transportation and Logistics (AST&L)


Chapter Performance

  • Organization:
    • Beginning the 2015-2016 year, Tony Tills becomes the new CEO (Chief Executive Officer)/President.
    • The structure of the leadership team has changed for the upcoming year as follows:
      • The Chief Executive Officer/President will provide direction to the President-Elect, Director of Chapter Relations, Director of Customer Relations (Membership), and Director of Volunteers. 
      • The Chief Financial Officer will provide direction to the chapter’s Administrator.
      • The Chief Operations Officer will provide direction to the Value Stream Managers.  VSM positions include VSM- CPIM, VSM-CSCP, VSM-CLM, VSM-HSCM, and VSM-OSCM.
      • The Chief Marketing Officer will provide direction to the VP of Marketing, VP of Networking, VP of Communications, and VP of Social Media
    • Assignments to these positions will be announced by Tony Tills.


  • Networking
    • The chapter has sponsored many successful tours and networking events, including Sparkfun, Vergent, Boulder Creek Winery, Engineered Data products, and New Belgium Brewery. Event feedback is being solicited from attendees to enable continuous improvement for these networking activities.


  • Communications
  • During the 2014/15 fiscal year we continued publishing our various communication emails on our regularly weekly Thursday schedule:
    • Week 1:  Details on upcoming Stay connected events  
    • Week 2: The monthly newsletter is emailed to our membership and customers
    • Week 3:  Email information about upcoming courses and seminars
    • Week 4: Calendar of events is distributed
  • The regularly scheduled communications by the chapter, although appearing to the outside world to be effortless, would not have been possible without the diligent and hard work of our Communication Administrator Ally Conrad.
  • During the year we made many improvements to the look and feel of our web site. The chapter has made significant strides in utilizing social media to communicate with our membership and customers. We have made an extensive use of Meetup and LinkedIn to publicize our various events, seminars and classes. Going forward we plan to continue putting major emphasis on utilizing the social media tools to communicate our message to the public.


  • Finances
    • Our S&OP process continues to provide guidance to the leadership team. We continue to conduct an executive review, no less than quarterly, to guide our sales and operations.
    • Revenue for 2014-2015 year was $113.3k (down $7.7k from last year), with a net gain of $3.8k (up $20k from last year), resulting in a year end cash balance of $24.4k. 


  • CSU APICS Student chapter
    • Again this year APICS NOCO conducted three successful CSCA review and exam sessions for the CSU APICS Student Chapter. The combination of a degree from CSU and a professional certification from ISCEA provides a competitive advantage in any job market.
    • Four students from CSU won 1st place in the international competition of the prestigious Ptak Prize award for supply chain excellence. This is the second year in a row CSU has won the award. Certificates and scholarships were presented during a ceremony at CSU on April 30, 2015.