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Presidents Conference 
2014 
Chair: Joe Bybel 
Vice Chair: Perry Miele
“Providing our Member Community and industry partners the opportunity to enhance the consumer’s enjoyment of the foodservice choice” 
IFMA Vision
“Enabling our Member Community to focus on critical issues affecting their businesses and the industry” 
IFMA Mission
IFMA 2020 Strategic Imperatives 
Enhance 
Value 
of Consumer 
Foodservice Choice 
Consumers 
Operators 
Members 
Focus 
Supporting Initiatives 
 
Create New Consumer-Driven View of Foodservice Landscape 
 
Create Actionable Insights & Best Practices 
Co-Create Value 
with Operators Through 
Demand-Creation 
and Supply-Chain 
Improvement Efforts 
Enable Members to Excel 
Given the New Basis of Competition 
 
Drive Learnings through Connectivity Forums 
-Presidents Conference 
-COEX 
-Marketing & Sales 
Leaders Forum 
-Gold & Silver Plate 
- Fundamentals 
-Operator Forums 
-Strategic Issues Series 
-Small/Mid Size Business 
-Washington Insights 
-Website 
-Consumer Planning Program 
-Operator Collaboration Model 
-Foodservice Category management 
-Foodservice Navigator 
-Performance Benchmarking 
-GS-1 
-Foodservice Landscape 
-Foodservice Insights Library 
-Industry Adoption Plan 
 
Champion Industry-Wide Effort to Improve Consumer Choice
Center of Insights 
Insights that drive 
strategy & execution 
Center of Best Practices 
Proven foodservice 
best practices 
Center of Connectivity 
Connect to share, learn 
and execute 
Consumer Planning Program 
C - S. Marshall VC – P. Gere 
Performance Benchmarking 
C – B. Shanley VC - TBD 
Small/Midsize Business 
C - M. Cannon VC - B. McClellan 
FSnavigator 
C - D. Davis VC - R. Kirkpatrick 
FS New View of Industry C - D. Allison VC - R. Hepponstall 
Category Management 
C – R. Ferranti VC – TBD 
GS1 
C - B. Shanley VC - L. Oberkfell 
Center of Innovation Excellence 
C - TBD VC - TBD 
SCORE 
C - L. Kimura 
Educational Foundation 
C – K. Schartner VC - J. Flood 
Operator Collaboration Model 
C - K. Delahunt VC - D. Davis 
Gold & Silver Plate 
C - F. Graves VC – R. Hepponstall 
Presidents Conference C – J. Bybel VC – P. Miele 
COEX 
C - M. Cannon VC - D. Rizley 
Operator Forums 
C - K. Schartner VC – TBD 
Marketing & Sales Leaders Forum C - TBD VC – P. Gere 
Strategic Issues Series 
C - J. Green 
Foodservice Fundamentals 
C – J. Green 
Centers of Excellence 
2014 COMMITTEE LEADERSHIP 
Washington Insights 
C - B. McClellan VC – TBD 
Membership C – TBD VC – TBD 
BOARD 
LEADERSHIP 
Audit 
C – B. Shanley 
VC – K. Delahunt 
Compensation 
C – L. Kimura 
VC – R. Ferranti 
Awards 
C – R. Ferranti 
VC – TBD 
Strategic Plan 
C – L. Kimura 
Governance 
C – L. Kimura 
VC – R. Ferranti
Objective: 
Create a conference that provides Senior Leaders/Management relevant and actionable strategies in a connectivity forum with senior distributor and operator personnel to build business. 
Positioning Statement: 
For members Presidents/Senior Leadership wanting critical 
market insight and top-to-top interaction with senior foodservice 
channel partners, the “by-invitation” Presidents Conference provides 
them with relevant, actionable and strategic information in a unique 
top-to-top, open learning environment. 
(target) 
(need) 
(point of differentiation) 
Presidents Conference
Goals: 
• 
Attendance Revenue: $ +7% 
• 
Sponsorship Revenue: $ +1% 
• 
Distributor Attendance: +5% 
• 
Operator Attendance: 100 
• 
Broker Attendance: +5% 
• 
Total Paid Attendance: +6% 
Strategies: 
• 
Establish committee to set direction and support execution 
• 
Build off 2013 program and “Foodservice 2020 Strategic Imperatives.” Evidence progress on industry-wide initiatives 
• 
Build and execute integrated marketing plan 
• 
Link to OCM/FCM, CPP, FSN, New View and all IFMA Connectivity forums 
• 
Assess results. Provide recommendation for 2015 program 
Presidents Conference
Committee Members: 
Joe Bybel Ventura Foods Chair 
Perry Miele Nestle Vice Chair 
Jennifer Bestafka Keurig Green Mountain 
Deanna Brady Hormel 
Mike Cannon Surlean Foods 
Peter Cokinos Grecian Delight 
Kevin Delahunt Sargento 
Marc Desmarais Idahoan 
Bob Elliot Nestle Professional 
John Flood Wayne Farms 
Larry Gertsakis Nestle Professional 
Lisa Kermizis-Abraham Bigelow Tea 
Kenya Klabzuba Par-Way Tryson 
Bill McCullough Ventura 
Barbara Powell Azar Nut 
Herb Ring Hershey 
David Rizley SCA Tissue 
Michael Rutt Dakota Growers Pasta 
Kathleen Schartner Farmer Brothers 
Jim Schywstell Pinnacle Foods Group 
Malcolm Simmonds Simplot 
David Stoneburner Ruiz Foods 
Mike Villano Basic American Foods 
Bill Day (IFDA Co-chair) Sysco 
John Lehmann IFMA Liaison 
Presidents Conference
Strategy: Establish committee to set direction and support execution 
Who 
When 
Done 
Select Chair and Vice Chair 
IFMA 
w/o 1/6 
w/o 2/1 
Identify prospective committee members 
IFMA 
w/o 1/27 
w/o 2/10 
Review prospective committee members and preliminary deck with Chair & Vice Chair 
IFMA 
w/o 2/10 
w/o 3/17 
Internal review for strategic alignment 
IFMA 
w/o 2/3 
w/o 2/3 
Chair invites prospective committee members (as they agree let them know when first conference call is) 
JL 
w/o 2/4 
w/o 2/4 
Finalize committee 
JL 
w/o 2/11 
w/o 2/24 
Coordinate first committee meeting and send out preliminary deck (preread) 
JL 
w/o 2/18 
w/o 2/11 
Hold first committee meetings to review and finalize deck, and set calls 
Committee 
w/o 2/25 
w/o 3/27 
Tactics 
Presidents Conference
Strategy: Build off 2013 program and “Foodservice 2020 imperatives.” Evidence progress on industry- wide initiatives 
Who 
When 
Done 
Ideation session-Key Issues & Opportunities 
Committee 
w/o 2/25 
w/o 3/28 
Draft agenda 
Committee 
w/o 4/15 
w/o 3/18 
Identify speakers, panelists and moderators 
Committee 
w/o 5/5 
w/o 9/8 
Create agenda from base content 
Committee 
w/o 5/12 
w/o 6/9 
Develop flow document 
Committee 
w/o 7/14 
w/o 8/4 
Specify room setup, F&B and AV requirements 
Committee 
w/o 9/29 
w/o 9/29 
Finalize agenda 
IFMA 
w/o 9/29 
w/o 9/29 
Set and execute prep schedule for speakers, panelists and moderators 
IFMA 
w/o 9/29 
w/o 9/29 
Secure PPT’s, videos, etc. 
IFMA 
w/o 9/29 
w/o 9/29 
Finalize Scripts 
IFMA 
w/o 9/29 
Conduct rehearsals 
IFMA 
11-3/4 
Tactics 
Presidents Conference
Tactics 
Strategy: Build and execute integrated marketing plan 
Who 
When 
Done 
Develop Communication plan, including all electronic, printed , web and personal communications outlined 
IFMA 
w/o 2/15 
w/o 6/1 
Draft creative brief for overall conference w/agency 
IFMA 
w/o 4/1 
w/o 6/23 
Synchronize with content development 
IFMA 
Ongoing 
Ongoing 
Save the date email-Target All 
IFMA 
w/o 4/15 
w/o 6/23 
Website update including call for nominations 
IFMA 
w/o 4/18 
w/o 6/23 
Define targets 
Committee 
w/o 6/16 
w/o 6/16 
Email w/conference highlights/ Registration Opens 
IFMA 
w/o 6/16 
w/o 6/23 
Monitor and report status of communications plan and registrations 
IFMA 
Ongoing 
Ongoing 
Conference highlight Mailer 
IFMA 
w/o 9/22 
w/o 9/22 
Follow-up calls by committee to operators that received invitations 
Committee 
w/o 9/29 
w/o 9/22 
IFMA & Committee calls to members 
IFMA & Committee 
w/o 8/12 
w/o 8/12 
Presidents Conference
Strategy: Build and execute integrated marketing plan-Sponsorships 
Who 
When 
Done 
Determine Sponsorship opportunities 
TD,JL 
w/o 5/5 
w/o 6/2 
Communicate opportunities for FROR for last year’s Sponsors 
TD, CL 
w/o 5/19 
w/o 6/9 
Sponsorship Sell Sheet sent out 
TD, FM 
w/o 5/26 
w/o 6/23 
Submit Final List to Marketing and Event Management 
TD 
w/o 8/22 
w/o 9/15 
Tactics 
Presidents Conference 
Tactics 
Strategy: Link to OCM/FCM, CPP, FSN, New View and all IFMA Connectivity forums 
Have member of PC committee make mention of conference on other calls 
Who 
When 
Done 
Have member of other committees make mention on PC calls 
Ongoing 
Ongoing 
IFMA make ‘call outs’ of ‘significant’ events on calls 
Ongoing 
Ongoing 
IFMA include connectivity materials with meeting agenda/reminder 
Ongoing 
Ongoing
Tactics 
Strategy: Assess results 
Who 
When 
Done 
Complete post conference survey 
JL/TS 
w/o 10/6 
w/o 
Prepare conference survey results 
Committee 
w/o 11/17 
w/o 
Committee evaluation (Post conference call) & 2015 recommendations 
Committee 
w/o 11/17 
w/o 
IFMA internal review 
IFMA 
w/o 11/17 
Presidents Conference

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Pc committee deck for web 10 10-14

  • 1. Presidents Conference 2014 Chair: Joe Bybel Vice Chair: Perry Miele
  • 2. “Providing our Member Community and industry partners the opportunity to enhance the consumer’s enjoyment of the foodservice choice” IFMA Vision
  • 3. “Enabling our Member Community to focus on critical issues affecting their businesses and the industry” IFMA Mission
  • 4. IFMA 2020 Strategic Imperatives Enhance Value of Consumer Foodservice Choice Consumers Operators Members Focus Supporting Initiatives  Create New Consumer-Driven View of Foodservice Landscape  Create Actionable Insights & Best Practices Co-Create Value with Operators Through Demand-Creation and Supply-Chain Improvement Efforts Enable Members to Excel Given the New Basis of Competition  Drive Learnings through Connectivity Forums -Presidents Conference -COEX -Marketing & Sales Leaders Forum -Gold & Silver Plate - Fundamentals -Operator Forums -Strategic Issues Series -Small/Mid Size Business -Washington Insights -Website -Consumer Planning Program -Operator Collaboration Model -Foodservice Category management -Foodservice Navigator -Performance Benchmarking -GS-1 -Foodservice Landscape -Foodservice Insights Library -Industry Adoption Plan  Champion Industry-Wide Effort to Improve Consumer Choice
  • 5. Center of Insights Insights that drive strategy & execution Center of Best Practices Proven foodservice best practices Center of Connectivity Connect to share, learn and execute Consumer Planning Program C - S. Marshall VC – P. Gere Performance Benchmarking C – B. Shanley VC - TBD Small/Midsize Business C - M. Cannon VC - B. McClellan FSnavigator C - D. Davis VC - R. Kirkpatrick FS New View of Industry C - D. Allison VC - R. Hepponstall Category Management C – R. Ferranti VC – TBD GS1 C - B. Shanley VC - L. Oberkfell Center of Innovation Excellence C - TBD VC - TBD SCORE C - L. Kimura Educational Foundation C – K. Schartner VC - J. Flood Operator Collaboration Model C - K. Delahunt VC - D. Davis Gold & Silver Plate C - F. Graves VC – R. Hepponstall Presidents Conference C – J. Bybel VC – P. Miele COEX C - M. Cannon VC - D. Rizley Operator Forums C - K. Schartner VC – TBD Marketing & Sales Leaders Forum C - TBD VC – P. Gere Strategic Issues Series C - J. Green Foodservice Fundamentals C – J. Green Centers of Excellence 2014 COMMITTEE LEADERSHIP Washington Insights C - B. McClellan VC – TBD Membership C – TBD VC – TBD BOARD LEADERSHIP Audit C – B. Shanley VC – K. Delahunt Compensation C – L. Kimura VC – R. Ferranti Awards C – R. Ferranti VC – TBD Strategic Plan C – L. Kimura Governance C – L. Kimura VC – R. Ferranti
  • 6. Objective: Create a conference that provides Senior Leaders/Management relevant and actionable strategies in a connectivity forum with senior distributor and operator personnel to build business. Positioning Statement: For members Presidents/Senior Leadership wanting critical market insight and top-to-top interaction with senior foodservice channel partners, the “by-invitation” Presidents Conference provides them with relevant, actionable and strategic information in a unique top-to-top, open learning environment. (target) (need) (point of differentiation) Presidents Conference
  • 7. Goals: • Attendance Revenue: $ +7% • Sponsorship Revenue: $ +1% • Distributor Attendance: +5% • Operator Attendance: 100 • Broker Attendance: +5% • Total Paid Attendance: +6% Strategies: • Establish committee to set direction and support execution • Build off 2013 program and “Foodservice 2020 Strategic Imperatives.” Evidence progress on industry-wide initiatives • Build and execute integrated marketing plan • Link to OCM/FCM, CPP, FSN, New View and all IFMA Connectivity forums • Assess results. Provide recommendation for 2015 program Presidents Conference
  • 8. Committee Members: Joe Bybel Ventura Foods Chair Perry Miele Nestle Vice Chair Jennifer Bestafka Keurig Green Mountain Deanna Brady Hormel Mike Cannon Surlean Foods Peter Cokinos Grecian Delight Kevin Delahunt Sargento Marc Desmarais Idahoan Bob Elliot Nestle Professional John Flood Wayne Farms Larry Gertsakis Nestle Professional Lisa Kermizis-Abraham Bigelow Tea Kenya Klabzuba Par-Way Tryson Bill McCullough Ventura Barbara Powell Azar Nut Herb Ring Hershey David Rizley SCA Tissue Michael Rutt Dakota Growers Pasta Kathleen Schartner Farmer Brothers Jim Schywstell Pinnacle Foods Group Malcolm Simmonds Simplot David Stoneburner Ruiz Foods Mike Villano Basic American Foods Bill Day (IFDA Co-chair) Sysco John Lehmann IFMA Liaison Presidents Conference
  • 9. Strategy: Establish committee to set direction and support execution Who When Done Select Chair and Vice Chair IFMA w/o 1/6 w/o 2/1 Identify prospective committee members IFMA w/o 1/27 w/o 2/10 Review prospective committee members and preliminary deck with Chair & Vice Chair IFMA w/o 2/10 w/o 3/17 Internal review for strategic alignment IFMA w/o 2/3 w/o 2/3 Chair invites prospective committee members (as they agree let them know when first conference call is) JL w/o 2/4 w/o 2/4 Finalize committee JL w/o 2/11 w/o 2/24 Coordinate first committee meeting and send out preliminary deck (preread) JL w/o 2/18 w/o 2/11 Hold first committee meetings to review and finalize deck, and set calls Committee w/o 2/25 w/o 3/27 Tactics Presidents Conference
  • 10. Strategy: Build off 2013 program and “Foodservice 2020 imperatives.” Evidence progress on industry- wide initiatives Who When Done Ideation session-Key Issues & Opportunities Committee w/o 2/25 w/o 3/28 Draft agenda Committee w/o 4/15 w/o 3/18 Identify speakers, panelists and moderators Committee w/o 5/5 w/o 9/8 Create agenda from base content Committee w/o 5/12 w/o 6/9 Develop flow document Committee w/o 7/14 w/o 8/4 Specify room setup, F&B and AV requirements Committee w/o 9/29 w/o 9/29 Finalize agenda IFMA w/o 9/29 w/o 9/29 Set and execute prep schedule for speakers, panelists and moderators IFMA w/o 9/29 w/o 9/29 Secure PPT’s, videos, etc. IFMA w/o 9/29 w/o 9/29 Finalize Scripts IFMA w/o 9/29 Conduct rehearsals IFMA 11-3/4 Tactics Presidents Conference
  • 11. Tactics Strategy: Build and execute integrated marketing plan Who When Done Develop Communication plan, including all electronic, printed , web and personal communications outlined IFMA w/o 2/15 w/o 6/1 Draft creative brief for overall conference w/agency IFMA w/o 4/1 w/o 6/23 Synchronize with content development IFMA Ongoing Ongoing Save the date email-Target All IFMA w/o 4/15 w/o 6/23 Website update including call for nominations IFMA w/o 4/18 w/o 6/23 Define targets Committee w/o 6/16 w/o 6/16 Email w/conference highlights/ Registration Opens IFMA w/o 6/16 w/o 6/23 Monitor and report status of communications plan and registrations IFMA Ongoing Ongoing Conference highlight Mailer IFMA w/o 9/22 w/o 9/22 Follow-up calls by committee to operators that received invitations Committee w/o 9/29 w/o 9/22 IFMA & Committee calls to members IFMA & Committee w/o 8/12 w/o 8/12 Presidents Conference
  • 12. Strategy: Build and execute integrated marketing plan-Sponsorships Who When Done Determine Sponsorship opportunities TD,JL w/o 5/5 w/o 6/2 Communicate opportunities for FROR for last year’s Sponsors TD, CL w/o 5/19 w/o 6/9 Sponsorship Sell Sheet sent out TD, FM w/o 5/26 w/o 6/23 Submit Final List to Marketing and Event Management TD w/o 8/22 w/o 9/15 Tactics Presidents Conference Tactics Strategy: Link to OCM/FCM, CPP, FSN, New View and all IFMA Connectivity forums Have member of PC committee make mention of conference on other calls Who When Done Have member of other committees make mention on PC calls Ongoing Ongoing IFMA make ‘call outs’ of ‘significant’ events on calls Ongoing Ongoing IFMA include connectivity materials with meeting agenda/reminder Ongoing Ongoing
  • 13. Tactics Strategy: Assess results Who When Done Complete post conference survey JL/TS w/o 10/6 w/o Prepare conference survey results Committee w/o 11/17 w/o Committee evaluation (Post conference call) & 2015 recommendations Committee w/o 11/17 w/o IFMA internal review IFMA w/o 11/17 Presidents Conference