Volatility Isn't New - But This Time It Is Different

A conversation on volatility, leadership, and what really breaks under pressure. Dave Andersen from Supply Chain Ventures talks to Firstshift CEO Hari Menon about how volatility is impacting global supply chains.

February 26, 2026

Virtual

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Supply chain volatility isn’t a temporary disruption—it’s a structural reality. While the headlines change, the underlying challenges often remain: brittle plans, delayed decisions, and teams forced to improvise under pressure.

In this candid conversation, Dave Anderson reflects on what years of real-world experience reveal about how volatility actually shows up inside organizations, why some leaders navigate disruption better than others, which planning assumptions no longer hold, and what capabilities matter most when conditions shift fast.

No slides. No product demos. Just hard-earned insights from someone who has seen supply chains tested across cycles.

What you'll learn

  • How volatility differs today compared to past cycles
  • Practical lessons from real supply chain breakdowns and recoveries
  • Common mistakes leaders make when uncertainty spikes
  • How planning and decision-making must evolve in a volatile environment

About the Series

Stories from the Supply Chain Trenches is a Firstshift webinar series focused on real-world experiences from supply chain leaders who have lived through volatility, disruption, and change. Each episode features candid conversations designed to surface practical lessons—not theory—on how supply chains really operate under pressure.

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About the Speaker

Dave Anderson
Managing General Partner
Supply Chain Ventures

Dave Anderson is a veteran supply chain leader and investor with more than three decades of experience across global operations, consulting, and venture capital. He is the Managing General Partner of Supply Chain Ventures, a firm he founded in 2001 to invest exclusively in software and technology companies transforming supply chain, logistics, and operations.

Prior to founding Supply Chain Ventures, Dave spent over 35 years at Accenture, where he was a key leader in building and scaling the firm’s global supply chain management practice. During his tenure, he worked closely with senior executives across North America, Europe, and Asia, advising some of the world’s largest enterprises on supply chain strategy, planning, and operational transformation.

Through his investing and advisory work, Dave has had a front-row seat to how supply chains behave under stress—from economic downturns and globalization shifts to rapid demand volatility and technology disruption. His perspective blends deep operational understanding with long-term pattern recognition across multiple business cycles.

Today, Dave is widely recognized as a pioneer in supply chain–focused venture investing. He actively mentors founders and leadership teams building next-generation solutions in areas such as advanced analytics, AI-driven planning, logistics technology, robotics, and digital supply chainplatforms.

Dave frequently shares his insights with executives, operators, and investors, helping organizations better understand what truly breaks—and what endures—when supply chains are tested by volatility.