PARCEL FORUM 15 CHICAGO - October 19-21, 2015 - Hyatt Regency
In conjunction with CLDA

2015 Conference Program



WS 100  Analyze, Negotiate and Optimize Like the Pros Workshop BACK BY POPULAR DEMAND 
EXCLUSIVELY for qualified logistics professionals only. If you are responsible for managing parcel agreements and costs for your company, this is one workshop you cannot afford to miss! Attend the PARCEL Forum's most popular pre-conference workshop and learn the secrets to negotiating best-in-class pricing agreements to reduce your costs 5 to 25%! You will walk away with an in-depth understanding of parcel pricing and contract terms and how to maximize pricing agreements with your parcel carriers. Using actual shipping data, you will learn how to establish shipping baselines and requirements prior to beginning any carrier negotiations. We will reveal multiple strategies to improve freight incentives, reduce the impact of accessorial charges, minimize contract “gotchas” and analyze invoice data to lower costs. Particular emphasis will be placed on how to gain leverage during contract negotiations and how to use pricing benchmarks (provided) to your advantage.
(NOTE: This workshop is for shippers only! No carriers or other consulting companies can participate.) 

*PARCEL Forum Exclusive Guarantee: If you do not feel the workshop was worth the registration cost, Shipware will refund your pre-conference registration costs!

Instructors: Rob Martinez & Trevor Outman, Shipware


WS 200  Omni-Channel Fulfillment Strategies: Meeting Customers' Needs in a Changing Landscape
With unprecedented access to an enormous amount of information, consumers' buying habits have dramatically changed. Technology and the Internet have fundamentally altered the way buyers and sellers communicate, giving purchasers more channels to interact with retailers and suppliers. These channels have enabled consumers to make purchases in a nonlinear path, while still expecting their buying experience to be seamless and hassle-free. The rules of engagement have changed, and if suppliers and retailers want to remain competitive, they need to respond to buyers' heightened expectations.  Fragmented channels and unresponsive supply chains create an inconsistent customer experience. In order to create a seamless and consistent approach across all channels, businesses need to develop and implement a well-thought-out, unified fulfillment strategy.  Please join us as Mr. Steve Tracey and Dr. Robert  Novack  of Pennsylvania State University host this year's Operations Workshop. The workshop will offer insight into the opportunities and challenges the  omni-channel has on the supply chain as well as explore ways that companies can provide an integrated, holistic experience for consumers in this new digital era.  

Tour Cintas Corporation's 300,000-sq-foot distribution center. All attendees must sign a confidentiality statement and be approved by the company being toured.  

Instructors: Dr. Robert Novak & Steve Tracey, Pennsylvania State University 


WS 300  International Trade Seminar
This year's international workshop is unique in its approach! The first hour is  dedicated to those entering the field or who need a refresher on the terms and references of international shipping. Those with more experience in international trade will join in for the  remaining  three hours, which will focus on topics such as:

  •  Classifying products with harmonized system using US Customs Rulings 
  • Dissecting air freight, ocean freight and small package invoices 
  • Negotiating for services 
  • Understanding import/export regulations and the government agencies that impact them 
  • Developing a compliance manual  

If your company is heavily involved in international shipping or just getting started, this workshop is a must!  

Tour Cintas Corporation's 300,000-sq-foot distribution center. All attendees must sign a confidentiality statement and be approved by the company being toured.  

Instructor: Tom Stanton, AFMS & Marcia McIvor, Livingston International


WS 400  All-Day Tours of Distribution Centers

Last year, we introduced this special workshop, which received rave reviews. So we're doing it again! Led by Susan Rider, attendees will get an inside look at how The Pampered Chef® and Cintas Corporation run their state-of-the-art international distribution centers. The tour will depart at 9 am and will include lunch on the road. The Pampered Chef® tour will feature a 650,000-square-foot  facility,  which  houses nearly 500 SKUs. The distribution center is  fully automated and utilizes the latest in pick-to-light technology. The Cintas Corporation tour will showcase a 300,000-square-foot  distribution center. You  will go through  the picking area, shipping dock/pack-out lanes, inbound quality control, hi-bay area (inventory storage in a 40-foot-high environment) and specialty packing area.   

All attendees must sign a confidentiality statement and be approved by the company being toured.  

Tour Guide & Instructor: Susan Rider, Rider & Associates




SE 101 SPECIAL EVENT Fun-filled Networking Breakfast   


TF101 Boot Camp: Parcel 101 for the Newcomer
So you just inherited distribution operations and you're now responsible for managing parcel costs for your company. Or maybe you're entirely new to the industry and your company sent you to PARCEL Forum to learn everything you need to know to do your job in parcel distribution. Well, this session was designed for you! For the newcomer only, learn the basics of the parcel industry, including service provider options, trends and market strategies to improve your company's parcel delivery service AND reduce costs. Led by one of PARCEL Forum's most popular presenters, this is one session you don't want to miss. Content Level: Basic

Learning Objectives:

  • Understand what data to collect and how to analyze parcel invoice information to modally optimize and manage your parcel spend more effectively.
  • Learn the basics of FedEx, UPS, DHL and other pricing contracts, as well as tips to negotiate better discounts and terms.
  • Interact with your peers, participate in informal benchmarking and learn strategies to deal with common parcel challenges.
Presented by Rob Martinez, Shipware


TM201 Parcel Cost Drivers
Do you want the carriers to reduce your shipping costs? You can certainly drive down your costs by pushing for a more aggressive rate agreement. However, if you can combine this approach with helping the carriers reduce their cost to serve, more significant cost savings can be yours as well!  Attend this session to learn what two former senior level Parcel Carrier Pricing Managers can tell you about UPS and FedEx’s cost drivers, and how you can work with your carrier(s) to create win-win solutions. Gain insight into the carrier cost models; what they evaluate, where they can’t concede, and where they can. Find out what other companies are doing today to partner with the carriers to drive down their costs, so they can drive down yours and give you a competitive advantage. BONUS: Giveaways to include GoPro camera, Beats by Dr. Dre headphones and more! Content Level: Advanced

Learning Objectives:

  • Learning to “think like a carrier” when it comes to cost to serve your business.
  • What is true carrier cost vs. what is fluff; what is flexible vs. what is not
  • Carrier operating ratios and what you can do to influence them.
  • Understand carrier costing as it relates to dimensional weight, accessorial charges, minimum charges, payment terms, and terms & conditions.
  • Real-world case studies on how companies have achieved cost reduction and operational improvements.
Presenter: Kenneth Moyer & Thomas Andersen, LJM Consultants 


TS301 PEER-TO-PEER How IDS Optimized Its Shipping Program
With  dimensional weight pricing, huge increases  in  surcharges and customer expectations constantly changing, the best decision on how to ship a package a year ago may not be the best decision today. With over 50 years in logistics experience, Integrated Distribution Services (IDS) leveraged technology to optimize its shipping program to reduce costs and increase customer satisfaction amidst a fast-changing shipping landscape. This session will share IDS's success story, best practices and ideas to help drive your shipping decisions based on what you want to achieve while leveraging the strengths of the three major shipping carriers. Content Level: All

Learning Objectives:

  • How the changing shipping landscape impacts your business.
  • How to maximize the strengths of each of the three major shipping carriers.
  • Pitfalls to avoid when making your shipping decisions.
  • The secrets to leveraging technology partners.
Presenters: Mike DeFabis, Integrated Distribution Services & Rodney Small,


TO401 Keep Up with Demand: Implementing Picking Automation
Increased sales can quickly lead to growing pains in the warehouse or distribution center when manual pick operations are no longer able to keep up with demand. Once a certain volume of orders is reached, accuracy and turnaround time begin to erode under the strain of the increased workload. Suddenly, you are faced with the need to increase space, add employees and achieve faster turnaround times in order to meet  delivery commitments for your customers and carriers. This session will explore how to take your business to the next  level by leveraging automation to drive efficiencies and operational improvement. Content Level: All

Learning Objectives:

  • The latest in order picking technologies.
  • How data drives optimum design by providing a thorough analysis of your current system performance as a reference point for comparison of alternative technologies and redesign scenarios. 
  • How best to investigate and evaluate automated picking solutions. 
Presenter: Jeff Hedges, OPEX & John Kemp, Kemp Systems & Associates


OL501 Tackling Goliaths: Quick Wins for Small- to Mid-Sized Shippers  
It  is often thought that small- to mid-sized shippers are at a competitive disadvantage versus larger shippers. In this fast-paced session, we will discuss ways in which smaller size and scale can be exploited. Emphasis will be on how to do more with less budget, people, warehouses, etc. BONUS: You will  receive a checkup tool that allows you to benchmark your operations. Content Level: Basic-Intermediate

Learning Objectives:

  • Explore benchmarking, rapid fulfillment, cartonization, customer profiling, shipping policies, returns processing and operations.
  • Implementable tactics that can help  you  better attract customers from both a cost and service perspective. 
Presenter: Jeff Haushalter, Chicago Consulting


OH601 Successful Strategies to Reduce the Cost of DIM Rules
As a result of the new parcel DIM weight charges by FedEx and UPS, many operations are experiencing increased operations costs. Pressured to overcome these costs, we will explore 10 strategies to reduce them. Additionally, we will explore three case studies of successful companies who have implemented these strategies. Content Level: Basic-Intermediate

Learning Objectives:

  • All the factors contributing to the increased costs of DIM weight charges.
  • How to calculate the full cost of these new DIM rules in your operation.
  • Strategies to reduce the affect.
Presenter: Wayne Teres, Teres Consulting


CL 701 Regional Providers: Today's Solution to Your Distribution Challenges  
Today’s global supply chain is more complex than ever before. This session will outline how Regional Providers can enhance your transportation solution, and how they can assist you in addressing regulatory pressures, resource utilization and meeting customer expectations.

Presenter: Rick Jones, Lone Star Overnight



TF102 How Small- and Mid-Volume Shippers Can Level the Playing Field
Many small-  and  medium-sized shippers feel they don't have the time or resources to effectively negotiate carrier contracts or manage their transportation spend. In many cases, they feel bullied or intimidated by the carriers and that they don't have a lot of options or flexibility. Learn how to effectively prepare for carrier negotiations by utilizing resources commonly employed by the largest shippers in the country. Enjoy the same level playing field that most large shippers have: robust data analytics, opportunity assessments, modal optimization, strategic sourcing and professional RFPs with customized requirements. Content Level: Basic

Learning Objectives:

  • The professional resources to provide behind-the-scenes analytic support and effective coaching that do not have to violate the carrier implicit “No 3PN” negotiation policies or restrictive NDAs.
  • How to develop the analytical tools to cost model any carrier response to determine the net financial impact to your company.
  • The steps to take before carrier negotiations to ensure successful outcomes: minimum required analytics and data and key elements of a professionally written RFP.
Presenter: Tim Sailor, Navigo Consulting 


TM202 Take Control of Your Accessorial Fees
With more than 250 accessorial charges in the carrier pricing landscape, deciphering shipping invoices to ensure contract compliance and to gain a better idea of how these fees are impacting your shipping costs is a complicated process. During this session,  we will use real-world examples to examine how accessorial fees can dramatically increase transportation costs and diminish profitability. Senior-level supply chain executives attending this advanced session will gain valuable insights into the nuances of these surcharges and best practice guidance on transportation spend optimization. Content Level: Advanced

Learning Objectives:

  • The importance of accessing a single view of transportation information from disparate systems, locations and modes to conduct the business analytics required to make smart budgeting and forecasting decisions—and to create an efficient supply chain.
  • How to decipher deliberately confusing carrier documents, understand pricing (and its cost basis) and verify fair rates in order to optimize their transportation spend.
  • How powerful cost-to-serve models can help to develop fact-based business cases to drive savings on shipping.
  • How to build business cases using cost-based analyses of accessorial charges to positively impact your transportation spend.
Presenter: John Haber, Spend Management Experts


TS302 PEER-TO-PEER Gaining Control of Ground Logistics  
Krave was emerging in the snack food industry and needed to scale quickly due to high demand. They realized they needed to foster new operational changes and reduce transportation cost in order to become sustainable for the future of their company. Krave decided to open an in-house fulfillment center for west coast distribution. Using a SaaS application that handled heavy data analytics, Krave negotiated contracts with UPS, FedEx and the USPS resulting in $240k+ savings in freight. Krave has been recently purchased by Hershey’s. Content Level: Advanced

Learning Objectives:

  • How data analytics leveraged better negotiating positions.
  • How analytics help defer shipments to less expensive services.
  • Transitioning from a 3PL to in-house fulfillment.
Presenters: Jeremy Soine, Krave & Kelan Raph, Grand Canal Solutions  


TO402 From Clicks Back to Bricks: Redefining the Customer Experience with Omni-channel Fulfillment
Seemingly overnight, pure ecommerce vendors have transformed the retail landscape. Providing optimal cost, choice and convenience, their customers came to expect a ‘magic wand’ experience. To this new, connected consumer, a network of stores with high overhead costs would seem to be a liability rather than an asset. In response, an interesting trend has emerged—the brick-and-mortar stores are not only competing, they are thriving by using their store network as fulfillment centers. A key to this resurgence is a comprehensive ship-from-store strategy. To be successful, all distribution channels must be aligned to the customer experience, including manufacturers and wholesalers. Learn from two iconic American companies, IBM and Pitney Bowes, how companies are achieving this success. Content Level: All

Learning Objectives:

  • Key success factors for omni-channel fulfillment.
  • Understand how omni-channel fulfillment drives sales and increases margins.
  • Identify how it can help deliver on your customer service promises.
Presenter: John Stelzer, IBM and John Tremonte, Pitney Bowes


OL502/OL503 POWER SESSION Implementation and Benefits of Lean Thinking for the Supply Chain
Lean practices are all too often associated with manufacturing. When in reality, the tools and training are ideal for any environment, including the supply chain execution market. Considering logistics cost as a percent of company sales is on the rise (now over 9%), utilizing the fundamentals of Lean tools can save millions of dollars in operating costs, which will go right to your bottom line profitability. This two-hour learning session will discuss the use of Lean tools for the supply chain that consider the range of operations—warehousing  and  distribution, transportation, inventory management and labor. Content Level: Intermediate-Advanced

Learning Objectives:

  • An  overview of Lean practices and why they will work for you.
  • The importance of gaining stakeholder buy-in.
  • Why data is the key.
  • Common Lean tools and how to use them.
  • Why implementation doesn't have to be expensive or complex.
  • Best practice recommendations for Lean project implementation teams.
  • How to plan  and  execute a Kaizen event.
  • Example savings and case studies.
Presenter: Tom Stretar & Kurt Leisman, enVista


OH602 Packaging Impacted from All Directions: Omni-Channel, DIM, Material Handling & the Customer
In this session, we will explore how omni-channel fulfillment, dimensional (DIM) pricing, material handling and “the customer experience”  are shaping today's packaging. We will discuss the omni-channel  fulfillment landscape and explore the considerations and decisions that will drive your omni-channel fulfillment strategy. Find out how dimensional  pricing schemes are being implemented by today's major parcel carriers and how they are influencing our distribution decision-making. Content Level: Basic-Intermediate

Learning Objectives:

  • The various considerations that evolving packaging solutions can have on your DC operation.
  • The effects of “the  customer experience” on your packaging solutions. 
  • The decisions that you must ponder to leverage this ever-changing distribution packaging landscape.
Presenter: George Swartz, Fortna


CL702 Be Visible or Go Home: Technology Solutions Connecting Last Mile Carriers & Shippers
This panel will discuss systems and solutions that provide visibility throughout the supply chain that meets the critical demands of eCommerce and last mile solutions.

Panelists: Mark Cossack, Priority Courier Experts; Daniel Barfield, Datatrac Corp; Robert Bacchi, Choice Logistics



TF103 How Innovations at the USPS Can Help You Meet Customer Demand
As the B2C delivery landscape continues to evolve, the United States Postal Service is driving innovation to serve the evolving needs of shippers and consumers. Hear about the modernization of residential delivery that the Postal Service is leading in the marketplace–including same day delivery, Sunday and Holiday delivery, predictive delivery windows, proactive customer notification, delivery preferences, grocery delivery and other upcoming enhancements. Content Level: All

Learning Objectives:

  • New services that can further your customer delivery options
  • Enhancements in notifications and delivery times to meet customer accountability demands
  • Future service enhancements
  • How the USPS fits into an overall transportation strategy
Presenter: Dennis Nicoski, United States Postal Service


TM203 Making Money in the World of Free Shipping
This  how-to session will focus on developing freight reimbursement and product pricing strategies that capture sales while meeting your corporate and financial targets. The pressure is on by consumers to have product delivered quickly and at no cost. Find out how to accomplish this feat. Content Level: Intermediate-Advanced

Learning Objectives:

  • Concepts of: Shipping as a “profit” center, cost-to-serve-customer analytics, break-even costing, incentive modeling, value-added  services, exceptions, dimensional analysis, dealing with marketing/sales  and budgeting under uncertainty.
  • Various pricing strategies and tactics available for recouping the cost of freight.
  • Use a "state of the market" tool that summarizes major company shipping charges.
Presenter: Jeffrey Haushalter, Chicago Consulting


TS303 Top Rate-Shopping Tools
Rate  shopping doesn't have to just be limited to determining the least-cost carrier and service. There are many more factors that can enhance rate-shopping routines and provide customers with the best delivery method for their orders. You will leave this session with  a better understanding of the different logic that can be applied to rate shopping, along with tips on implementing business rules into  your  current environment. Content Level: Intermediate

Learning Objectives:

  • When should rate shopping be used?
  • How can rate shopping be used in an e-Commerce environment?
  • If you  offer “free shipping,” why rate shopping is critical.
  • Estimated rates vs. actual rates.
  • Using your negotiated rates is key.
  • Rate shopping with time-in-transit.
  • Rate shopping-only guaranteed services.
  • Rate shopping ground services versus air services.
  • Rate shopping base rates plus surcharges and accessorial fees.
  • Rate shopping with weight break rules.
  • Setting up rate shop groups by business channel.
  • Total order rate shopping (using all packages in a shipment).
  • Advanced logic to handle carrier cut-off times and holiday schedules.
  • Comparing small parcel versus LTL freight carriers and services.
  • Eliminating carriers and/or services based on destination.
  • Bypassing rate shopping for critical orders.
  • Offering customers preferred shipping methods.
  • Rate shopping with your customer's account and negotiated rates.
Presenter: Lisa Renfroe, DigitalShipper Logistics Software


TO403 What Does Distribution Software of the Future Look Like?
For over a decade, software vendors have marketed optimization software to improve distribution. There was software that focused on optimizing inventory. Once our inventory was optimized, we had to optimize our network. Then came slotting and labor and now, omni-channel execution. Companies utilizing some or all of the tools correctly have become better managed as well as optimized and are executing orders to increase inventory accuracy, on-time performance and customer service. Find out what is next for distribution software.

Learning Objectives:

  • Understanding the movement of distribution software out of the computer and onto mobile devices, in autonomous vehicles and sensors that will bring about the next generation of distribution solutions
  • The role of sensors, clouds and the "Internet of Things"
  • Unraveling hype from real solutions that will impact distribution in the coming years
Presenter: Chris Elliott, Blue Horseshoe Solutions, TransTech Division


OH603 Beware: 7 Distribution Hazards
No matter their industry or shipping mode—from retail, to small parcel, to industrial business-to-business—shippers around the world and their products can be subjected to seven types of distribution hazards. As material handling evolves and distribution becomes more complex and far-reaching, your product will endure an increasingly stressful environment to reach the end customer. During this technical presentation, we will describe the static and dynamic forces impacting products during distribution throughout the supply chain, end-to-end. A mini case study format will help attendees understand what happens to packaging in the supply chain and how to reduce supply chain risk by modifying procedures or packaging. Content Level: Intermediate

Learning Objectives:

  • Knowing the hazards and how to (address or) prepare for them.
  • How these activities are supported by the financial benefits of packaging optimization, including increased customer service levels, reduced returns and increased sustainability.
  • How a clearly thought-out packaging process can effectively mitigate even the most complex packaging damage problems.
  • The role of packaging strategy and analysis to meet distribution channel changes and challenges, including forward distribution.
Presenter: Tom Blanck & Darren Jorgenson, Chainalytics


CL703 Warehousing and Omni-Channel Retail Fulfillment
Explore how today’s warehousing and omni-channel solutions can enhance your cost effectiveness through creative service offerings, forward stocking, proper resource management and technology.

Presenter: Mike Honious, OHL



TF104/TM2014 MEGA SESSION Live & Interactive Parcel Pricing Benchmarking PARCEL FORUM EXCLUSIVE
We are bringing back the most highly rated session from last year—one that you can only get at the PARCEL Forum. In this unique opportunity, you will be able to participate in a live transportation benchmarking survey with immediate display of results. Technology-enabled and totally blind to avoid confidentiality concerns, you'll respond electronically to questions based on an expert survey. This engaging and interactive session is an invaluable opportunity to learn what's available, highs and lows and where your company's negotiated contract compares to other like-volume parcel shippers. Participants will automatically receive a full copy of all results following the session. Content Level: All

Learning Objectives:

  • How your parcel pricing stacks up with your peers that are attending this session.
  • What they are negotiating in terms of the new UPS and FedEx dimensional pricing structure.
Presenter: Rob Martinez, Shipware


TS304/TO404 MEGASESSION How to Make Technology Work for You and Pay Dividends
Technology is an important key to success in today's world. The company that invests in technology is investing in their future. But not everyone that invests in the technology uses it to pay dividends in the future. Many lose the focus of the purchase and end up not satisfied with the investment. Content Level: All

Learning Objectives:

  • How you make sure your investment pays dividends.
  • Practical steps to make technology work for you.
  • Five suggestions on must-do steps when evaluating your technology.
Presenter: Susan Rider, Rider & Associates


OL504 MEGA SESSION Direct to Consumer: What Is Your Competition Up To?
Customers and competition are driving a sea change in American retailing. More than 50% of all in-store purchases start with an online inquiry; mobile has become the fastest growing channel. As we cater to customer omni-channel shopping preferences, major tactical changes are required to ship orders to stores, ship orders from stores and DCs, place e-Commerce and phone orders to pick up at store with no shipping and handling fees, processing web returns at stores and processing returns for free. These customer service functions demand inventory system changes to show online product availability by location and when it will arrive. Additionally, customers want delivery to be fast and “free” at a time when UPS and FedEx have forced changes through their charges based on DIM weight. This session presents operational examples from a number of omni-channel retailers leading this revolution. Content Level: All

Learning Objectives:

  • With these changes in process and costs, learn how to monitor the essential KPIs.
  • Come away with a competitive checklist to compare your business to omni-channel leaders..
Presenter: Curt Barry, F. Curtis Barry & Company


OH604 EXCLUSIVE Problem-Solving Networking Learning Groups
Closed session for pre-registered learning group members only.

Presenter TBA


CL704 Strategies for Success: Creating and Managing an Efficient Final Mile Network
This presentation will utilize a case study to show how different types of parcel shippers can effectively distribute a company's products. In our real-life example, we will show how a company went from using an internal fleet to move product to its stores to a pool carrier network. The presentation will discuss the opportunities that come with creating and managing an optimal final-mile network, as well as challenges that can arise and the ways to navigate those challenges.

Presenter: Scott Langley, Intelligent Audit




TF105 PEER-TO-PEER Story of a Small Shipper: Always Deliver
Sixteen years ago, Baadal Deliwala was busy in his parents' garage creating a new business, Titan Motorsports. The success of his family's race car parts company can be summed up in two words: always  deliver. Baadal will share how he has been able to get better parcel transportation rates than companies shipping volumes 10 times what he does. He will explain how to make carriers compete against each other (e.g., FedEx vs. UPS vs. USPS vs. regionals). Another key to success is flexibility on which carriers to use, not being set on one carrier and how to optimize channels. He will also discuss how he saves on international delivery and how having the right software makes his operation more efficient. Content Level: Basic

Learning Objectives:

  • Negotiating skills
  • How software can help the process of negotiating
  • How to save on international delivery
Presenter: Baadal (Bottle) Deliwala, Titan Motorsports


TM205 PEER-TO-PEER How L'Oreal Uses Regional Carriers to Reduce Costs
The L’Oreal SalonCentric division services a niche of small retail consignees in the haircare market with a suite of products including shampoos, conditioners, coloring & styling products. The characteristics of these shipments present several challenges that defy a turnkey logistics solution including limited parking & unloading infrastructure, inside delivery and empty tote returns. These characteristics often rule out parcel, due to its higher cost, and traditional LTL, due to a lack of delivery flexibility. Working with a regional carrier, L'Oreal SalonCentric developed a transportation solution has its service expectations while maintaining its cost targets.

Learning Objectives:

  • How regional carriers can be incorporated into your transportation mix
  • How to save money by using regional carriers
Presenter: Bradford Moose, L'Oreal


TS305 Big Data Analytics: Using Business Intelligence to Manage Complex Parcel Networks
How  can big data help me lower my cost and improve service? How will I benefit from a business intelligence tool? How can this tool solve my parcel problems? These are the kind of questions that will be addressed in this session by using business intelligence applications. Managing parcel shipments requires big data analytics. In today's highly competitive environment, it is even more important for shippers to translate big data into business intelligence to optimally design and manage their network. Content Level: Intermediate

Learning Objectives:

  • How industry-leading business intelligence tools provide insight into parcel network performance and intuitive analytics for optimizing the cost and service equation.
  • Demonstration of business intelligence tool capabilities will provide insight into how you can visualize analytics in order to make decisions that will optimize your network.
  • How to transform parcel data into valuable business insights, how to identify key metrics in your parcel network and design tools to perform analytics, an improved understanding of parcel data through visualization and best practices for communicating data  results.
Presenters: Michael Lambert & Katie Parker, Green Mountain Technology


TO405 PEER-TO-PEER Barcode and Slotting Technology Pay-off at Helm's DC
Helm, Inc. is a 3PL service provider to companies that include Ford Motor Company, General  Motors, Fiat Chrysler Automotive, Toyota, Lexus, BMW, Castrol, Wolverine and Merrell.  Helm  manages over 30,000 SKUs and delivers over 1,000,000 packages each year from its brand new 140,000-square-foot facility in Livonia, MI and a 100,000-square-foot  facility in Highland Park, MI. Over the past two years,  Helm  has implemented new inbound compliance standards, barcode and slotting technology, as well as Lean concepts in its corporate brand merchandising line of business. These investments have improved picking accuracy from 98.7% to 99.99%, reduced walk time by 50% and enabled the ability to increase flex capacity up to 400% to accommodate peak season demand. In addition, the new slotting rules and technology reduced unnecessary bending and reaching by 60% for a more ergonomically friendly environment. You will see first-hand how barcode technology improves productivity and accuracy, how proper slotting of material reduces unnecessary walking, bending and reaching for pickers and how implementing Lean concepts to the packing station eliminated 50 yards of conveyor. Content Level: Intermediate-Advanced

Learning Objectives 

  • “Walk through” Helm's operation to see the layout and technology in use.
  • View before and after diagrams of the packing station (Lean concept).
  • See an example of a slotting report and heat map.
  • Learn about critical policy decisions that improved inbound compliance practices, reporting and supplier scorecards.
Presenter: Michael Wacht, Helm


OL505 PEER-TO-PEER How We Selected a 3rd Party Fulfillment Provider
Order fulfillment is critically important for a successful and profitable e-commerce business. A partnership with the right 3rd party fulfillment provider can accelerate growth and earnings just like a misaligned relationship can cause irreparable harm. Selection of the best provider possible is a business imperative and must be supported with a process to achieve the desired results. This peer session presents the end-to-end process that SlimGenics used to select a 3rd party pick-pack-ship provider to perform B2C and B2B order fulfillment for its line of food and supplement products. The methodology employed encompasses distinctive phases for preparation, search, selection, formalization and execution. Participants can apply the same methodology for other supplier selection needs to identify & support business needs, achieve legal protection, increase customer satisfaction, enable growth, and improve profitability. Content Level: Intermediate

Learning Objectives 

  • A usable methodology to follow when searching for, selecting and implementing a fulfillment program with a 3rd party provider.
  • The importance for stakeholder involvement, clarity of purpose, strength of selection process and a solid implementation process.
Presenter: Tamo Duske, Slimgenics


OH605 PEER-TO-PEER Best Practices in International Parcel Shipping
Navigating the world of international small parcel shipping is not as easy as creating a label and calling a small parcel carrier to pick up the shipment. Shipping beyond the US Market requires a significant amount of business planning, logistics and ongoing analysis. Adhering to international small parcel best practices will help drive your success. In this session, you will learn how Easy Group, a leader in the imaging consumables, e-commerce, information systems and sensors/electronics industries, navigated the challenges and developed best practices for international small parcel shipping. Content Level: Basic

Learning Objectives:

  • Strategies and best practices for International Small Parcel Deliveries.
  • How to maximize your customers’ experience by using multiple small parcel carriers for cross-border e-commerce transactions.
  • Leveraging destination country postal services for final mile delivery.
  • Understanding Incoterms, including Delivery Duty Paid (DDP) and Unpaid (DDU).
  • Calculating Landed Cost inclusive of freight charges and duties.
  • Leveraging technology and best mode/best carrier/best price.
Presenters: Dimitris Constantinou, Easy Group and Keith McCall, Enroute Systems Corporation


CL705 CLDA MEMBER ONLY The Evolution of the Same-Day Sector and What It Will Take to Survive
Understanding historical impacts, current and future trends not only prevents companies from making the same mistakes but also allows them to understand the current environment and position themselves to be successful in the future. This session will take an in-depth look at what has impacted the success of companies historically, what sets companies apart, as well as provide insight and advice for the future.

Presenter: Ivan Hoffman, ETC & Associates



TF106 What Are the Gotchas? Pitfalls of Carrier Negotiations
We've  all had this happen—we get a great coupon for a product we love.  Almost free! Who can pass that up? Then we read the fine print—only valid on this product, on this day, during this hour. Gotcha! Shippers can fall into the same trap when negotiating new carrier agreements. We focus on better discounts and fail to understand the impact on our shipping and business profiles. We extend agreement terms and overlook constrictive contract language. Both which can quickly negate anticipated savings. In this session, we will review potential  pitfalls of carrier negotiations—where the carriers can "getcha." Content Level: Basic-Intermediate

Learning Objectives:

  • We'll discuss impact of verbiage in deferred agreements; early termination addendum; actual  versus billed weights—which are you negotiating; minimums; avoiding the DIM; walk head on into MBW; late payment fees; shipping charge corrections; IT  constraints versus negotiating strategy; and ramping up—risk versus reward.
  • Fuel impact and analyzing how to yield fuel savings without  always  targeting the surcharge.
  • The general  rate increase: stated versus actual  increases.
Presenter: Brittany Beecroft, AFS


TM206 Learn the Difference: Cost Model versus Benchmark Pricing
Although carriers utilize internal cost models to determine pricing, most shippers use benchmarking when working with clients to determine negotiation strategy. Benchmark analysis does not take in to account that although Shipper A and Shipper B have similar transportation spend, they may have very different shipment profiles and characteristics, even if they are in the same industry. In such a scenario, the carriers may be able to offer discounts and pricing to one, while maintaining profitability, that they cannot offer to the other. Companies that have an understanding and use cost models on the other hand, develop pricing and negotiation strategy based on each individual shippers profile and shipment characteristics. The aim of cost model negotiations is for the shipper to realize savings without asking for things that would not allow the carrier to be profitable in certain areas or overall. Negotiations based on cost models help build a "true value" relationship with your parcel carrier(s). Content Level: Intermediate-Advanced

Learning Objectives:

  • Understand the difference between building a contract based on your specific shipping characteristics and one based on other shippers.
  • Advantages of developing a negotiation strategy that is good for both the shippers and the carriers.
  • Insight into how using cost models provide the potential for the highest level of success, both for the shipper and for the carrier.
Presenter: Shaun Rothwell and Carl Hutchinson, iDrive Logistics


TS306 PEER-TO-PEER How Serec Accurately Charged Back Shipping Costs
For DC operations, which are charging parcel costs back to a department, manufacturing or 3PL customer, this  session is for you. Serec, which runs state-of-the-art warehouses in Southern California, shares how it took the guesswork and complicated calculations out of the process to optimize parcel prices at the time of shipping—decreasing labor and increasing its profits. Serec distributes domestic and international cargo with expedited transportation to local, national and international destinations, so delivering the promised discounted parcel charges accurately is critical to its continued success. Prior to implementing new technology, Serec's choice was to wait until successive carrier invoices detailing accessorial  charges arrived before billing its clients. Serec had to decide which fees were accurate or inaccurate, attach each fee to each client’s specific parcel, apply the agreed markup and invoice the client. Not only did this create a significant cash-flow delay and bloated labor costs, it frustrated clients, who may mistrust charges that are not easily auditable and verifiable. And, in the thin-margin world of Internet retailing, it is impossible to chase an online consumer for upcharges. Find out how Serec streamlined its marketing promises, delivered on them accurately and auditably, accelerated cash flow and maximized profitability with new technology. Content Level: Basic

Learning Objectives:

  • Strategies for charging back shipping costs to departments or external customers, auditably, accurately, immediately and with maximum profitability.
  • New technology that automates the design of pricing tables for maximum profits and maximum client savings, correctly delivers the promised prices, applies surcharges accurately and auditably, accelerates cash flow, and gives clients easy access to their pricing history and data.
Presenters: Tom Farrell & Jimmy Duggan, Serec; Jim Moseley & Randy Miller, TransGuardian


TO406 Top 5 Best Practices, Top 5 Worst Practices for WMS
Implementing a WMS is not inexpensive. So whether you are implementing a new system or reconfiguring your old, it's important to remember the best practices that should be in place. Implementing these best practices will save your company money and ensure a successful project. Avoid the mistakes and become a hero by implementing an on time, within budget solution. Content Level: Basic

Learning Objectives:

  • The top five best practices to emulate
  • The top five mistakes to avoid
Presenter: Susan Rider, Rider & Associates


OL506 PEER-TO-PEER How to Guide Your eCommerce Distribution Network from $5 to $50 Million
Growing an e-commerce supply chain and distribution network from $5 million to $50 million in annual revenue is no simple task. Attend this session and you will learn what Matt Glauber learned along the way. He will share what he learned at $50 million that he wished he knew at $5 million and vice versa. You will find out the details of what they added, changed, re-designed along the way. Content Level: Basic

Learning Objectives:

  • Implementing strategies at different timeframes ($5, $10, $25 million, etc.)
  • Benchmark of a small business growing its supply chain successfully
Presenter: Matt Glauber,


OH606 Cross-Border Trade: What Does It Mean for Parcel Shippers
Cross-border trade is a hot concept that many brick-and-mortar and e-Commerce retailers wish to capitalize on. Indeed, some of the companies who are doing it well are seeing tremendous growth. With that in mind, many companies have had tremendous difficulty in making the move due to factors such as international regulations, documentation, ease of compatibility with e-Commerce systems/check-out, exclusivity/branding, EU Intrastat and a host of other issues. This session seeks to explore what these issues are as well as to discuss how to approach these issues. More importantly, this session will explore the types of parcel options (e.g., mail, small parcel, etc.) and technologies available to meet these needs. The session will also discuss the "how to" of approaching cross-border trade for the first time as well as information for those who are already well-versed in the subject matter. Content Level: Advanced

Learning Objectives:

  • What is cross-border trade, and why is it a necessity for parcel shippers to understand?
  • US export versus intra-regional differences.
  • Common pitfalls in starting cross-border trade, including international regulations (EU Intrastat and branding/exclusivity requirements, documentation issues, commodity valuation and HTS codes, duties and taxes, cost of international parcel shipping, etc.).
  • How to mitigate these pitfalls.
Presenter: Krish Iyer, Neopost


CL706 The M&A Outlook for the Transportation Industry
M&A, private equity and venture capital’s impact is changing the transportation industry. This session will explore what sectors are most attractive, future trends and how this will impact the operating strategies of transportation companies and shippers alike.

Panelists: Hugh Rabb, BB&T Capital Market; Benjamin Gordon, BG Stategic Advisors; Ransom James, Eagle Merchant Partners; Scott Dobak, Dicom Transportation Group



TF107 UPS & FedEx Cost Reduction: 5 Simple Options
Want to learn how to decipher and understand your UPS & FedEx contracts? Looking to optimize your carrier contract(s)? Then this session is for you. You will learn to analyze your UPS and FedEx agreement(s), identify the details that are so often overlooked, ensure that your agreement(s) are aligned with your shipment profile and be prepared to have effective discussions with your UPS and/or FedEx account executive(s). BONUS: Giveaways to include GoPro, Beats by Dr. Dre headphones and more! Content Level: Basic

Learning Objectives:

  • Identify what's missing in your agreement.
  • Find the devil in the details by breaking down parcel spend data and understanding how it ties to your parcel contracts.
  • Roadmap to learn to read your contract, where to find your agreement commitments, discounts and terms & conditions.
  • DIM mitigation, including multiple strategies for reducing DIM costs with options that exist contractually and operationally.
  • Controlled versus uncontrolled costs, as well as costs tied to pick up, sort, line haul deliveries and more.
  • What’s negotiable, such as dimensional weight, rate increase caps, accessorial charges, minimums, rebates, payment terms and terms & conditions
Presenter: Thomas Andersen & Kenneth Moyer, LJM Consultants


TM207 PEER-TO-PEER Big Data for Small Parcels
Avnet is a Fortune 500 company, which distributes electronic components and subsystems. With more than 50 centers and locations in more than 34 countries, “big data” is critical for generating substantial annual savings in both domestic and global opportunities. Avnet will reveal how data-driven opportunities are discovered and, as a result of these discoveries, the actions that the company was able to take that positively impacted their parcel costs. They will identify the sources of big data, the support that is required and how big data is developed into actionable information. Content Level: Basic

  • How to identify data-driven opportunities.
  • Sources of data to use.
  • Support required.
  • How big data is developed into actionable information.
Presenters: James Krist, Avnet & Harold Friedman, Data2Logistics


TS307 Global Freight Process Management
Many global US-based companies have limited visibility to transportation across their entire global transportation network at the cost of business intelligence and cost control. In this session, we discuss how to track your global commerce activity across the entire transportation life cycle, including planning, execution and settlement. While state-of-the-art TMS systems and rating engines play an important role, advanced freight audit and payment processes/functions are key to obtaining optimal results. Content Level: Advanced

Learning Objectives:

  • How to leverage a process that combines data from all global disparate sources in order to make effective decisions and comply with regulatory and tax authorities.
  • The people, processes and systems integration necessary to compete in today's global marketplace.
  • How to properly set up freight payment in various parts of the globe, comply with regulations and avoid penalties, leverage the full value of information that lies within your freight invoices and build a data warehouse of transportation information to use in planning and optimizing your supply chain.
Presenters: Doug Kahl & Dominic McGough, enVista


TO407 Door-to-Door Parcel Automation
E-commerce has significantly increased the volume and type of packages post and parcel companies process. Small cartons and light weight polybag shippers are the 'new' normal. Automation continues to provide solutions to increase throughput, productivity, accuracy and service levels, while reducing labor costs and reliance on temporary labor. In this session, you will discover the technology required to build a door-to-door automation solution that delivers the highest level of ROI, including: semi-automatic parcel unloader, singulator, high-capacity/high-accuracy loop sorter and conveyors/loaders. Content Level: Intermediate

Learning Objectives:

  • Understanding the benefits of parcel automation.
  • Introduction to latest parcel automation technology.
  • Delivery of the key guidelines to determine what level of parcel automation is right for your business.
Presenter: John Sarinick, BEUMER Corporation


OL507 Preparing for a Peak Shipping Season
Whether your peak season is related to holidays or just a certain time of the year where shipping volume increases, there are key decisions that need to be made. You will leave this session with a better understanding on how to handle the many challenges when it comes to shipping during a peak season. Handouts will include a checklist to aid with preparing for the shipping season along with a scorecard to measure how well your company performed post-season. Join us to discuss these decision points: Content Level: Intermediate

Learning Objectives:

  • Forecasting volume and duration of the peak shipping period
  • Determining shifts needed for fulfillment
  • Hiring temporary staff or outsourcing
  • Does peak shipping occur before a holiday
  • Does peak shipping occur after an event (i.e. Black Friday)
  • Do shipments need to arrive on or before a specific day (i.e. Christmas)
  • Having enough packing materials and supplies on hand
  • Prioritizing orders for fulfillment and shipping
  • Determining the order cutoff date and time
  • Identifying carrier and services to be used
  • Selecting carrier and services with guarantees
  • Automatic upgrades for time-sensitive orders
  • Rate shopping for least cost and transit time
  • Taking into account the carrier pickup/delivery days based on service
  • Arranging pickup times with carriers (i.e. multiple pickups, late pickup)
  • Handling international shipping including U.S. Territories, APOs/FPOs
  • Generating return shipping labels
  • Triaging orders with problems
  • Expediting rush orders
Presenter: Michael Everson, DigitalShipper


OH607 Secrets to Navigating Customs: International B2C Small Parcel Challenges & Solutions
Come learn about the challenges and solutions encountered when importing and exporting from/to Asia. Our presenters will walk you through typical customs challenges and pitfalls and explore more efficient ways of navigating through this process. Learn from our experience how to use customs regulations to your advantage and boost your e-commerce business, reduce your cost, and expedite your entry process from the manufacturer's floor to your customers' doors. Content Level: Intermediate

Learning Objectives:

  • Discover importing options that can enhance your B2C e-commerce solutions.
  • Learn how to direct ship from the US to consumers in China, currently the world's fastest growing e-commerce marketplace.
Presenters: Kevin Unbedacht & Miles Shepard, International Bridge &


CL707 Regulatory Updates and their Impact
Parcel Magazine Legal Columnist Brent Wm. Primus, J.D., will provide an overview of the most critical transportation laws and regulations affecting couriers in their day to day operations.

Presenter: Brent Primus, J.D., Attorney, Primus Law Office



TF108/TM208 CLOSING SESSION Ask the Transportation Experts Anything You Want
Now that you have heard all the speakers and your head is filled with ideas, take this opportunity to ask questions and get your final answers from our panel of transportation experts. Bring in a real-work issue and get expert advice; ask for follow-up or clarification on an issue presented in one of the sessions; or just sit and listen to what challenges your peers have on their minds and how those challenges can be resolved. This session has been one of your favorites, so we are bringing it back!  Content Level: All

Panelists TBA


TS308/TO408 CLOSING SESSION Best of the Best: Top Actionable Cost-Saving Ideas from the Conference
You come to a conference to get all the cost-saving ideas you can. And you want to go back to your facility with changes you can implement right away that will make a difference. But you obviously can't attend every session. What if you missed a “gem” of an idea? It's okay. With our new PARCEL Forum App, attendees will be submitting what they believe are best cost-saving ideas from all of the sessions. Susan Rider will evaluate all of the submissions and will present the top actionable ideas to you. With Susan's vast knowledge of the industry, you will be able to ask her follow-up questions specific to your operation. This session by itself will make your investment in attending the conference well worthwhile—don't miss it.  Content Level: All

Presenter: Susan Rider, Rider & Associates


OL508/OH608 EXCLUSIVE Problem-Solving Networking Learning Groups
Closed session for pre-registered learning group members only.

Moderator: Terry Harris, Chicago Consulting



Presenter TBA


Conference session, time and speaker subject to change without notice.



United States Postal Service



Pitney Bowes


Victory Packaging




U.S. Cargo Package Delivery



Get Approval to Attend Parcel Forum '15!



October 19
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October 20

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October 21

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On-Floor Lunch

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