SMU Steel Summit 2020 Virtual Conference Agenda

08:00 AM

How to Get the Most from the Virtual Conference:

         – Watch the welcome video

         – Familiarize yourself with the venue

         – Start networking

         – Visit the Exhibition

10:00 AM

Opening of Conference:

Rising from the Ashes

         – John Packard – President & CEO, Steel Market Update

10:30 AM

International View of Steel Industry:

How has the world dealt with the pandemic and what will the future look like in Europe, Middle East, Asia and Latin America?

         – Maximo Vedoya, CEO, Ternium

         – Jose Gasca, Managing Director, Metrading International AG

         – John Johnson, CEO, CRU China

         – Moderated by John Packard – President & CEO, Steel Market Update

11:15 AM

Break

11:30 AM

CRU World and North American Economic Forecast and Scenarios:

         – Chris Houlden, Finished Steel Business Unit Head, and Head of Prices Development, CRU

         – Ippolito Tarabini, Economist, CRU

         – James Campbell, Principal Analyst, Steel, CRU

         – Ryan McKinley, Senior Analyst, Steel, CRU

         – Thais Terzian, Senior Analyst, Steel, CRU

12:15 PM

Break and Networking

1:15 PM

Keynote Address:

         – Lourenco Goncalves, Chairman, President & CEO, Cleveland Cliffs/AK Steel

2:00 PM

Break

2:15 PM

Steel Buyers Panel – Roundtable:

View from the Buy Side

         – Tom Valvo, President, Global Residential, MiTek

         – Frank Ruane, Executive Vice President, Olympic Steel

         – Steve Sukup, President & CEO, Sukup Manufacturing

         – Moderated by: Tim Triplett, Senior Editor, Steel Market Update

3:00 PM

Industry Polling:

         – John Packard, President & CEO, Steel Market Update

3:15 PM

Break

3:30 PM

Trade Panel:

         – Philip K. Bell, President, Steel Manufacturers Association

         – Lewis Leibowitz, Principal, Office of Lewis E. Leibowitz

         – Moderated by John Packard – President & CEO, Steel Market Update

4:00 PM

Virtual Networking and Exhibition

5:00 PM

End of Day One

08:00 AM

Virtual Venue Open – for networking and the exhibition

09:00 AM

Special Pre-Summit Program on Futures Trading with CME Group

10:00 AM

Conference Opens: Polling Results from Monday

         – John Packard, President & CEO, Steel Market Update

10:15 AM

Keynote:

We Will Survive and Prosper – Economic Forecast

         – Dr. Alan Beaulieu, Managing Director, ITR Economics

11:00 AM

Break

11:15 AM

Vignette: One on One with Leon Topalian, President & CEO, Nucor Steel

         – Leon Topalian, President & CEO, Nucor Steel

         – John Packard, President & CEO, Steel Market Update

11:30 AM

Industry Forecasts:

Automotive, Construction, Pipe and Tube/Energy

         – Ken Simonson, Chief Economist, Associated General Contractors

         – Stephen Brown, Senior Director Corporate Ratings, Fitch Ratings

         – Rick Preckel, Partner, Preston Pipe

         – Moderator: Tim Triplett, Senior Editor, Steel Market Update

12:15 pm

Break and Networking

1:15 PM

Fireside Chat:

One-on-One with David Burritt, President & CEO, U.S. Steel

         – David B. Burritt, President & CEO, U.S. Steel

         – John Packard, President & CEO, Steel Market Update

2:00 PM

Mill Costing: Carbon Costs with Ryan Smith

         – Ryan Smith, Steel Analyst, CRU

2:45 PM

Break

3:00 PM

Hot Strip Mill Shortage Looming?

         – Paul Lowrey, Managing Director, Steel Research Associates

         – John Packard, President & CEO, Steel Market Update

         – Other panelists, TBA

3:30 PM

Building an Effective Multi-Generational Workplace

         – Jeff Butler, JButler International

         – Jeff Butler is the author of two books: The Authentic Workplace and The Key to The New You. He is a professional speaker and workplace strategist

4:15 PM

End of Day Two – Networking and Exhibition remain open

08:00 AM

Virtual Venue Open – for networking and the exhibition

09:00 AM

Crowe Pre-Summit Presentation:

Two Years of Digital Transformation in Two Months:

How the Steel Industry is Prioritizing Technology in the Midst of a Pandemic

         – Ali Askut, Worldwide Sales Director for Dynamics 365 Supply Chain & Manufacturing, Microsoft

         – Caitlin Nelson, Innovative Lead of Manufacturing & Distribution, Crowe

         – John Brandt, CEO, MPI Group

10:00 AM

Opening: SMU Proprietary Products – Service Center Inventories/Shipments, Pricing and More

         – John Packard, President & CEO, Steel Market Update

         – Estelle Tran, Steel Analyst, CRU

10:30 AM

Fireside Chat: with Mark Millett, President & CEO, Steel Dynamics

         – Mark D. Millett, President & CEO, Steel Dynamics

         – John Packard, President & CEO, Steel Market Update

11:15 AM

SMU NexGen Leadership Award

         – Philip K. Bell, President, Steel Manufacturers Association

         – John Packard, President & CEO, Steel Market Update

11:30 AM

Break

11:45 AM

Vignette: – Steel Mill CEO – TBA

12:00 PM

Steel Price Forecasting Round Table

         – Timna Tanners, Metals & Mining Analyst, Bank of America

         – John Anton, Associate Director, Steel Analytics, Pricing & Purchasing, IHS Markit

         – Josh Spoores, Principal Analyst, Steel, CRU

12:45 PM

Break and Networking

1:30 PM

Keynote: THE New Multi-Generational Company and Leadership

         – Ryan Avery, THE Keynote Speaker, Avery Today, Inc.

2:30 PM

Multi-Generational Workplace in Practice

         – Todd Leebow, President & CEO, Majestic Steel

         – Jim Vincent, Senior Director of Sales, Big Ass Fans

3:00 PM

Diversity in the Workforce – What to Expect from Recent College Graduates

         – David Everett – Associate Vice President for Inclusive Excellence, Hamline University

3:30 PM

2020 Presidential and Congressional Election

         – Dr. David Schultz, Professor, Political Science & Legal Studies, Hamline University

4:00 PM

Final Round Table: The Phoenix Rises

         – John Packard, President & CEO, Steel Market Update

         – Michael Setterdahl, Global Advisory Board, GFG Alliance

         – Tom Cullen, President & CEO, Magic Coil Products

         – Other panelist TBA

4:30 PM

Conference Closes – but the virtual venue will remain open for networking and the exhibition