APICS DC METRO NEWS November 2019 Print

President's Report

Thanks for taking time to read the latest news from the DC Metro APICS Chapter!


Welcome to another issue of the DC Metro / Cumberland Valley APICS Newsletter.  The aim of this publication is to keep you informed of current and recent events, educational information, and updates. 

Has this year been flying by or what?  Soon, we’ll be turning our calendars to 2020!  Although there’s little of 2019 remaining, we still have some upcoming activities that we’re looking forward to.

On November 21st, we’ll be hosting a tour and tasting at Cool Ridge Winery located in Hagerstown, MD.  Cool Ridge Winery is owned and operated by the Glocker family and boasts award-winning wines of distinction produced on their 15-acre vineyard.  The $10 tasting fee can be applied towards a purchase at the winery, so it’s a nice opportunity to pick up some wine for the upcoming holidays or to give as gifts!  We hope that you can join us.

Each year, in December, the board identifies a charitable cause we can support.  This year, on December 5th, the CUVA arm of the DC Metro board will be providing and serving dinner for families in need within the Franklin County community.  We hope that you might consider those in need during this time of year. 

We held various successful events in October and we would like to thank Michael Ford for his “Strategic Sourcing” discussion, Oracle for inviting our members to their key innovations’ seminar, and Mason Goodwyn for his “Transitioning from Engineering to Program Management” experience. 

We look forward to meeting everyone at the various upcoming events and trainings and we encourage your participation.


Best regards,

Greg, Jodi & Gerry



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Upcoming Courses and Events


CSCP coming in Spring 2020, click learn more to see if this class is for you and watch for further mailings on this topic!


  • Are you having difficulty sustaining or imbedding Lean into your organization’s culture?
  • Would your Lean progress be described as spotty or inconsistent where Lean has only been applied in a few isolated areas?
  • Has your Lean strategy lost momentum, plateaued, or backslid?
  • Or do you just want to ensure continued Lean focus and learning?


If you answered YES to any one of the above questions, this is for you!  Joining a regional Lean Peer Group will help you progress along your never-ending continuous improvement journey.

Build a Lean Culture to Ensure Long-Term Success

Lean applies to any type of organization and processing environment. Whether you are a manufacturer, distributor, service organization, or a non-profit, this program should be part of your Continuous Improvement plan. Company leaders will have an opportunity to revamp and reenergize their Lean strategy by networking with and learning from others who are committed to creating a Lean culture.


A Lean culture is not something that can simply be purchased from the outside; it must be built and developed from within your own organization.  The Lean Peer Group will help you in this effort, and the Peer Group approach provides a unique and powerful way to share experiences and learn from others.  When coupled with the expertise of a seasoned Lean veteran acting as facilitator, participants will stay focused and learn how to avoid the pitfalls and blind spots that have crippled many organizations along their Lean journeys.  You will assess your current condition, learn how to address your weaknesses, share experiences and information, and learn from other participants.

What types of organizations should join?

Our Lean Peer Groups have a mix of companies from a broad range of industries and Lean maturity levels, from those who are just getting started to some who would be considered Lean-mature organizations. All of these organizations have been able to learn and grow. The only real requirement is a sincere desire and commitment to moving forward on this never-ending journey of excellence. To assure open communication, no competitors are placed within the same group.

Who Should Attend?

Ideal participants are representatives from your Lean Steering Committee or members of the Leadership Team, but there are no restrictions on who may attend. Three employees from each company may attend each meeting.

What is the cost?

The cost is $3,000 per company, plus lunch when hosting the meeting. This includes 10 monthly, ½ day meetings at participant companies, training, best practice discussions and facility tours.  Participation is limited to nine companies per each group.

What is the meeting content?

The format of each session effectively blends open discussion and learning from host facility tours, with specific targeted training and discussion topics led by an experienced Lean facilitator.

Note: To introduce this program to additional companies, Lean Peer Group members are encouraged to invite guests to the meetings. Guests may attend a maximum of two meetings. Lean Peer Group members are to inform Dave Rizzardo of any invited guests prior to the meeting.

Lean Peer Group Meeting Format

(Adjustments will be made to accommodate Host Company and/or discussion topics.)

11:00 - 11:15   Welcome and Prior Meeting Review

11:15 - 12:45   Company Check-In – Lean Updates (What can I share which others can learn from, and what do I need help with so the group can share their experiences?):

  • Lean Objective for next 9 - 12 months – Update and Discussion
  • Other Issues for Discussion, such as:
    • A Lean success or positive since last meeting
    • A current Lean problem or challenge / plan for addressing

12:45 - 1:15     Lunch   (A portion of this time may also be utilized for training/discussion.)          

1:15 - 3:15       Host Company

  • Organization Background
  • Lean History, Plans, Issues

Note: Be specific as possible when presenting best practices and/or issues in order to enable group learning and to obtain group input on challenges.

  • Value Stream/Facility Tour and Debrief

3:15 - 4:00       Training/Discussion – Dave Rizzardo or Guest Speaker

(Topic Examples – Lean Leadership, Resistance to Change, Influence / Motivation, Support System Alignment, Engagement Methods, Office Lean, Lean Fundamentals, Batching)

4:00 - 4:05       Open Discussion, Summary, and Plan for Next Meeting

For more information, contact Dave Rizzardo at 717-855-0765, [email protected]  

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Chapter News

DC MEtro Earns Platinum CBAR status

Congratulations!  The DC Metro Chapter has achieved the APICS Chapter Benchmarking and Reporting (CBAR) Platinum award level.  Your submission demonstrates your chapter’s dedication to providing exemplary member services and professional development opportunities to ASCM members and customers.

The Chapter Benchmarking and Reporting (CBAR) program was created by APICS chapter volunteer leaders, to recognize chapters that go beyond the minimum required standards, to provide exemplary service to their members and customers.  Adherence to the guidelines established in CBAR and the Partner Agreement (PA-2017) ensures the growth, development, and value-added continuous improvements of APICS chapters by evaluating each chapter against a set of criteria that has a direct and positive impact on chapter performance

Student Recognition AwARD

APICS has more than 200 affiliated student chapters on college campuses throughout North America. APICS DC Metro currently are connected with three student chapters. These dynamic student chapters provide: Access to educational programs, networking opportunities, certification exams, and other resources opportunities to network with professional chapters Scholarships based on participation in APICS activities, as well as.   The opportunity to participate in local student case competitions offered.

Award Presented to Ruichang Xu

University of Maryland (UMD) APICS Student Chapter, was honored with a Gold Award, in recognition for Outstanding APICS Student Chapter Management. Student chapters are recognized for academic achievement and awarded to those chapters who go above and beyond minimum standards. UMD are the recipient of three awards for Program Years 2017 to 2019 along with a $75 Visa gift card. Richard UMD student chapter member shown accepting the award will complete his Master’s degree in Supply Chain Management from University of Maryland in December 2019

Maryanne Ross Award

Volunteer Appreciation:  In a volunteer organization, it is easy to forget that leaders give their time freely to APICS and the mission of the APICS chapter.  Recognizing leaders is a way to appreciate them for service and increase volunteer satisfaction.

Maryanne Ross Award of Excellence: Started in 2014 Award to Honor Outstanding Dedication and Service to the chapter; the expansion of the APICS Body of Knowledge; and promotion of APICS within the community, the APICS Cumberland Valley Committee presents the Maryanne Ross Award of Excellence.

Award Presented to Phil Gaudiano, CPA


Phil Gaudiano is being recognized for FY2018/2019 Mary Anne Ross award for his contributions to APICS DC Metro.  While Phil himself is not a member of the organization he works pro bono on most accounting needs for the Chapter.  During the merger of the Cumberland Valley Chapter and DC Metro Phil was key in guiding the board through technical questions. We truly appreciate all Phil’s advice and quick responsiveness and would be at a loss without his support. 

Previous Maryanne Ross Award of Excellence recipients include:
Manitowoc, FY2015/2016
Joni Holeman, FY2016/2017
Robert Kling, FY2017/2018

Company recognition award

Companies that sponsor and advocate the APICS chapter's mission should be formally recognized in a manner that promotes further involvement in the APICS organization.

Award Presented to Beck Mfg a division of Anvil International

Beck has 2 members in the DC Metro chapter, one who is pursing CPIM certifications. Two employees served as volunteers at various positions on the board and committees that operate DC Metro APICS.  Over the past few years Beck has hosted tours at its Greencastle and Waynesboro plants.  Without these volunteer's efforts, we would not be able to offer professional dinner meetings and tours that support expanding knowledge of APICS body of knowledge. 

Pictured accepting the Company of the Year award and a certificate of our appreciation from Beck is Tina Young current CUVA Admin and Beck Receptionist.

Instructor Recognition AwaRd

APICS education is a major part of many chapters, recognizing instructors is way to appreciate them for service and increase instructor performance and job satisfaction.

Joni Holeman Distinguished Instructor Award!   This award started in 2018 and is presented yearly at the discretion of the APICS DC Metro Board of Directors to Honor a distinguished instructor for the contribution to APICS DC Metro and whose actions exemplify a performance of excellence in teaching of the APICS Body of Knowledge.

Award Presented to Jessica Flory, CPIM-F, CSCP-F, CLTD, MBA 

Jessica has been an APICS member for 20+ years starting with Cumberland Valley APICS chapter working on the newsletter and quickly grew to be part of the board leadership.  Some claiming that she was the youngest female president in APICS History!  Jessica has worked in production control, demand planning and material planning in the heavy equipment manufacturing and automotive supply industries. She has provided workshops and consulting services to entrepreneurs and small business owners. In 2014, she taught her first BSCM course for the CPIM certification. Since then she has trained hundreds of participants working for companies such as Volvo Group, JLG, Beck/Anvil, Manitowoc Cranes, Thermo Fisher, Ventura Foods, Shimadzu, UnderArmour, TB Woods, Martin-Baker Aircraft, and the US Treasury.   Currently she delivers APICS CPIM, CLTD, and CSCP training, enhancing the curriculum to provide hands-on and engaging experiences for all students.

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Upcoming Programs

We have a lot in store for you this year - please come out and join us!



November 21st  2019- Tour of Cool Ridge Winery in Hagerstown, MD

Join us for a tour and tasting of the Cool Ridge Vineyard and Winery.  Owned by the Glocker family, the vineyard was started by Gerhard Glocker, who spent his early years helping his uncle in Heidelberg, Germany, with his vineyard and winemaking.  After immigrating to the USA, he decided in 2008 to build his childhood dream of planting grapes and making wine. Today, Cool Ridge is a 15-acre vineyard with 9 varietals of vinifera vines, which has crafted award-winning wines of distinction.

December 5th 2019 - 

Come help us on Thursday, December 5th, serve dinner to families in need for the Franklin County Support Circles in Chambersburg, PA.  We will be feeding a delicious lasagna dinner to roughly 40-50 adults and children.  We are looking for volunteers who want to positively impact families who are working to overcome poverty by providing a meal.  The meal not only provides a way for families to nourish their bodies, but it also creates an opportunity for relationships to be developed.  Volunteers will also be served dinner.  We hope you can join us!

January 2020 - PDM Constructive and Difficult Conversations by David Newman and Lisa Hammer

Come join David Newman and Lisa Hammer as they present "Constructive and Difficult Conversations".  David and Lisa are co-founders and principals of Leadership Techniques, LLC. Specializing in leadership and project management training and consulting, their public speaking experience has been expanded to include workshops at PMI’s SeminarsWorld®. While often asked to intervene in challenging scenarios, they always try to inject positivity and happiness into the environment and look to reduce stress for employees while driving results for all stakeholders.

February 20, 2020 - PDM by Shawn Wolf

Shawn Wolf is the COO, Corporate Services at Sonco Worldwide.  Join us as he presents a professional development meeting (topic TBD).

We can't wait to see you at one or all of our events!

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Career Opportunities

Click on help wanted to see Job Postings on our website.

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Crossword Fun

Brain buster

Test out your supply chain and logistics knowledge with this fun crossword puzzle, answers will be provided on the next newsletter.

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Comparing products, processes, and services to those of another organization thought to have superior performance. The benchmark target may or may not be a competitor or even in the same industry. 

Get the app on your smart phone or tablet today!!! 




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Don't miss another PDM, Tour, or class; Follow us on Social Media Today!!

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Happy Holidays!

From all of us with APICS DC METRO, we wish you and your family a wonderful holiday season. 

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Next Publication

Thanks for reading the latest news from your local apics chapter, Stay tuned for the next newsletter coming in January!!


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