NAW Billion Dollar Operations Roundtable, Fall 2016

November 1st-2nd, 2016 at the O’Hare Hilton

“NAW enables a free-flow of ideas and answers to Questions for Operations executives from large companies and different industries. The Roundtable is a “great-value-add” since it allows you to discuss tactical issues with counterparts facing the same challenges.”
Submitted Anonymously by the Senior Vice President of Operations of a $7 Billion Dollar Distribution Company

Download Content from this Roundtable

Eligibility: Companies with $1B+ in annual revenue.

The NAW Billion Dollar Roundtable is the only opportunity that provides networking and benchmarking exclusively with other top executives of non competing, like-sized Wholesale-Distribution companies.

Strategic Pricing Associates is a valued NAW sponsor

The NAW Billion Dollar Company Operations Roundtable for direct members was created as a new mechanism for the Operations Executives of large distribution enterprises to network with non-competing peers in multiple lines of trade on key operations issues.

Similar to other billion dollar roundtables NAW has created for the CIO, CFO, Chief Legal Officer, and Human Resource executive, this by invitation roundtable is composed of executives from billion dollar companies that meet in Chicago two times per year. This highly interactive group consists of the SENIOR-MOST operations executives. The annual fee is $1,800 per member, which covers meeting costs for two events in a twelve month cycle. Participants are expected to cover the cost of their hotel and travel. Once the annual fee is paid, there are no additional fees to attend the meetings, which will last one day beginning with a reception and dinner the evening before.

The participating companies can also name an alternate who can take the place of the Operations Executive, should that person be unable to attend the scheduled meeting.

Become a Billion Dollar Company Operations Roundtable member. Click here.

If you would like to learn more please contact John Peter or Tamela Blalock at 202.872.0885.

NAW Billion Dollar Operations Roundtable Agenda

November 1st, 2016 – Day 1

6:00 PM – 7:00 PM
Drinks & Dialogue Reception
Come prepared to meet and mingle with your fellow participants from the largest firms in the industry.

7:00 PM – 9:30 PM
Billion Dollar Executive Dinner

Make sure to attend the most exclusive executive supper club in Chicago this evening! This dinner is your opportunity to pick the brains of the senior executives for the top wholesale distribution companies in the industry. This is a joint dinner that will include the CLO, HR and Operations executives attending the spring Roundtable.

November 2nd, 2016 – Day 2

7:00 AM – 7:45 AM

8:00 AM – 9:30 AM
Opening Session & Discussion
“Deep Dive into KPIs for Inventory Management & Forecasting”

Speaker: Jeff Gosz of GAINSystems

The effectiveness of a company’s supply chain management can be measured in different ways, and the measurements chosen by a company are usually specific to the kind of business being done, so they will include those aspects of effectiveness which are most important to the business. For instance, a company focused on transportation would probably want to measure it on-time deliveries, and a company focused on sales might prefer to measure inventory against customer service. In general though, the key performance indicators (KPI’s) established by a company illustrate the gap between planning and execution in the supply chain, and are metrics set up to monitor one or more of the following: cost, value, service, and waste.

Research shows that organizations with over 20 KPIs lack focus, lack alignment and underachieve. Thought leaders agree that there are less than 10 KPIs a company should measure and report on regularly.


This session will exploring case studies measuring the effective 10 or fewer KPIs that have been successful to billion dollar companies especially as they relate to inventory management and forecasting methods.


9:30 AM – 9:45 AM


9:45 AM – 11:00 AM
Opening Session & Discussion
“Modern Innovative Distribution Strategies”

Speaker: Tray Anderson & Helgi Thor Leja of Fortna

Billion Dollar distributors find themselves at the center of a transition. The shift requires a new approach to investment in technology, leadership and talent, taking a more agile approach. The best-in-class distribution strategy combines key best practices with innovation-seeking behaviors to achieve lasting competitive advantage.


This session will compare and contrast modern distribution strategies which include:

  • What are the meaningful components of a comprehensive distribution strategy?
  • What are the key questions that must be answered to define the best distribution strategy for the business?
  • Insights and trends to consider across several key variables of distribution strategy:
    • Customer Expectations
    • Flexibility for an Uncertain Future
    • Labor
    • Transportation
    • Inventory


11:00 AM – 12:00 PM
Open Discussion
This session is set aside for you to raise any issue you would like and have the group provide their thoughts. This is an open forum to further discuss any item on the agenda or to bring up topics that are not on the agenda. Make sure to take notes during this session, you may find a perfect topic to suggest for the next NAW Roundtable.


12:00 PM – 12:45 PM
Joint Networking Lunch with CLO and HR Executives
This is the “halftime” period where you meet up with all of the Billion Dollar Company senior executives at this week’s Roundtable to compare ideas and benchmark across disciplines. All 3 groups: Operations, HR and CLO executives will attend this joint lunch.


1:00 PM – 2:00 PM
Closing Session & Discussion
“Operations at the Intersection of a Changing Workforce and Organizational Change”

Speaker: Wendy Wick of ManpowerGroup

In addition to watching the economy, Billion Dollar Operations executives should also track another major change coming to the American workforce.

That change is the massive shift in workplace demographics, with four specific trends to watch:

  • Over 40 percent of Americans will be leaving the workforce in the next decade for new opportunities.
  • Women are voting with their feet and leaving the corporate world.
  • The old minority is the new majority; 92 percent of U.S. population growth is attributed to ethnic groups.
  • Temporary worker demand is rising with predictions that 40 percent of the workforce will be contingent workers by 2020.

In addition to retaining strong employees, what is the organizational shift that needs to occur in wholesale distribution to prepare for the new American workforce?


This session will review case studies that show successes and misses in adjusting organizational culture to successfully engage with the demographic shift of the American workforce.


2:00 PM – 2:30 PM
Set Agenda for Next Meeting Scheduled for May 16-17, 2017

2:30 PM



Registration is closed to this Billion Dollar Operations Roundtable



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