Articles & Conference Presentations

The Articles and presentations below require Adobe Acrobat. Visitors can download Adobe Acrobat now by clicking the icon below. If you do not wish to download and install Adobe Acrobat, call us at (845) 627-0788 to have copies e-mailed to you.

If you already have Adobe Acrobat, proceed to the articles links below to view the files.

  click icon to download

Conference Presentations

• Merchandise Analysis Made Easy (ACCM, May 2008)

• Conquering the Inventory Challenge (NCOF, April 2008, half day workshop)

• Staying on Top of Metrics (Direct Tech Users Conference, February 2008)

• Inventory Forecasting: Marketing & Merchandising Together (ACCM, May 2007)

• Tighter Inventory Controls for Improved Cash Flow and Bottom Line Profits (building a catalog Open to Buy plan - ACCM, May 2006)

  • Purchase Pan Template

  • Purchase Plan Tracking

• Breaking Down Silos: Communicating Information to Achieve Better Results  (NCOF, April 2006)

• Improving Service & Cash Flow thru Inventory Management (NEMOA, Spring 2005)

• Applying Merchandise Analysis to Uncover Hidden Profits (NEMOA, Fall 2004, half day workshop)

• Profitable Liquidation Channels (Annual Catalog Conference, June 2002)

• Merchandise Assortment Planning: Blue Print for Success (Annual Catalog Conference, June 2001)

• Understanding Gross Margin Impacts on Profitability (Annual Catalog Conference, June 2001)

• Forecasting: Art, Science, Crystal Ball or .... (NCOF, May 2001)

Articles & Interviews

Due to copyright restrictions, articles and interviews below without hyperlinks can be found within the referenced source by registering (for free) on the respective website.

• A Detailed Approach to Merchandise Analysis, Catalog Success, October 2007

  • Profit Model Example

  • Department View Model

• Staying on Top of Metrics, Catalog Success, July 2007

• Inventory Management: An Integrated, Disciplined Process....and its six key cross-departmental relationships, Catalog Success, February, 2007

• Strategic Building Blocks for Merchandising Success, DM News, August 8, 2005 a collaboration with Andrea Syverson (IER Partners) and Jerry Knoll (Abbey Press)

• Tools for Merchandise Forecasting, Catalog Success, February 2005 (contributing source)

• Catalog Merchandise Buying Controls, (An Inside Look at Open to Buy)Catalog Age, April, 2004

• How to Plan your Merchandise Buys, Catalog Success, June 2003

• Storyboard Your Next Catalog, Catalog Success, July 2003 (contributing source)

• It's Outta Here, Catalog Success, November 2002 (contributing source)

• The Complexities of Shipping & Handling Fees, Catalog Success, June 2002 (contributing source)

• Clearing The Shelves, Catalog Age, January 2002 (contributing source)

Please contact us for more info.