E Director at the International Space University, Former Chief Innovation Officer,
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Director, Global Vendor Operations, Trust & Safety
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General Manager, TSSC
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Chief Process Officer, Latin America
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Global Head of Business Transformation Office and Zero Based Budgeting
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Executive Vice President, Supply Chain & Production
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Senior Vice President, Business Transformation
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VP Process Excellence & innovation
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Vice President, Deputy Head of Global Process Excellence & Lean
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Sr. Vice President, Operational Excellence
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Lean Transformation Leader
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Riad (Ray) Ardahji
Sr. Director, Production Engineering, Continuous Improvement
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Exec. Director, Global Lean, Safety and CSR
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Sr. Director, Global Business Excellence & Customer Insights
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Director of LCI
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Director of Operational Excellence for Global Shared Services
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Global Continuous Improvement Leader
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Global Director, Lean Enterprise
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Engineering Excellence Coach, New Product Development
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Lean Enterprise Leader, Corporate Information Services
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Global Director of Lean Six Sigma
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Global Innovation Framework Leader
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Executive Director of Performance Improvement and Outpatient Services
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Head of Process Excellence
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Executive Director, Operational Excellence
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Chief Quality Officer
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Vice President and Director, Business Excellence
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Vice President Operations
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Associate Vice President, Continuous Improvement and Consulting
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VP, Process and Project Management
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VP, Enterprise Lean Practices
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Director of Operational Excellence
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Lean Champion, Book Author and Shingo Prize Winner
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Assistant VP of Continuous Improvement
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Vice President; Performance & Process Improvement
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Vice President Planning, Architecture, and Strategic Change Management
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Chief Operations Strategy Officer
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Dr. Sandy Furterer
Associate Professor, Department of Engineering Management, Systems & Technology
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Director of Lean Transformation
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Lean Six Sigma Specialist
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Head of Corporate Initiatives
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Head of Productivity, PBC, Product Mgmt., Process Systems Eng. & Ops Excellence
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Tze Chiam, PhD
Associate Director, Research Informatics
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Enterprise Director of Lean Six Sigma
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Administrative Laboratory Director
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David K. Robinson
Director, Organization Excellence
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Shingo Award-Winning Author, Founder
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Founder/President of Markovitz Consulting, Author
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Owner & Managing Director
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Enterprise Principle Leader, Global Manufacturing Operations & Council
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Senior Solutions Architect
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Senior Business Improvement Lead
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Dr. Mathias Kirchmer
Managing Director & Co CEO
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Founder & President, Pathways to Manufacturing Excellence LLC
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Inc. Top 100 Leadership Expert and Speaker
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Senior Director of Innovation Programs and Strategy
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Innovation Portfolio Manager
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Director of Research & Strategy
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Business Excellence & Innovation Leader
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Vice President & General Manager
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Product Marketing Manager
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Founder & CEO
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Executive Vice President
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SVP, Operational Excellence
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Senior Director, Operations Excellence
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Author, Performance & Business Coach
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Mary H. Sylvester
Global Client Advisor – Life Sciences and Pharmaceuticals
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Former Commander, US Navy, Manager
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Continuous Improvement Chief Engineer
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Advisory Board Member
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Senior Manager, Customer Experience
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Luis Wu Cuan
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Banking & Financial Services Manager
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Sales Director, US & Canada
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Head of Operational Excellence
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Chief Information Officer
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Business Development & Strategy
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Senior Manager, Customer Experience
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Dr. Omar Hatamleh is the Executive Director of the Space Studies Program. Prior to assuming his new assignment, Omar was the Chief Innovation Officer, Engineering at NASA Johnson Space Center responsible for empowering the organization creative thinking and develop capacity to innovate.
Prior to that he was the Associate Chief Scientist at NASA ARC responsible for identifying new and promising areas of scientific research and supporting technologies that can be integrated into the Center's capabilities. Previous roles at NASA also included Technology Relationship Manager, Advanced Development Manager, and Space Shuttle Orbiter Structures Subsystem Manager.
Omar has Nineteen years of aerospace industry experience and has published over 33 international journal articles; he has four engineering degrees, speaks four languages and has been an invited keynote speaker to multiple national and international events. Omar has also been the recipient of several prestigious awards and recognitions from NASA.
Priya leads global operations for Trust and Safety across Google. In her role, Priya works with all product teams across Google to fight spam, abuse and fraud and deliver a safe user experience. In her time at Google, Priya has streamlined global operations across multiple teams and partnered with product, operations, finance and legal teams to drive transformations. She leads the Googlewide deployment of “gLean” a program to coach Googlers about adopting lean within Google’s highly dynamic and fast paced environment. Prior to Google, Priya spent 10 years in management consulting at Bain where she advised healthcare, technology and consumer goods companies on global growth strategies and operations improvement. Before her career in consulting, Priya worked for GlaxoSmithKline and focused on global manufacturing and with Unilever on marketing and supply chain. In addition, Priya was a public accountant with Ernst & Young. Priya holds an MBA from Wharton and is also a Chartered Accountant.
Priya has lived and worked in Australia, New Zealand, the UK and US. When she is not at work, Priya loves spending time with her family, introducing her kids to the joys of camping, trying out new vegan recipes and searching for the elusive perfect cappuccino in the US (It is a little known fact that Australia has some of the best coffee in the world and the quest to find it in the US continues...)
Priya leads global operations for Trust and Safety across Google. In her role, Priya works with all product teams across Google to fight spam, abuse and fraud and deliver a safe user experience. In her time at Google, Priya has streamlined global operations across multiple teams and partnered with product, operations, finance and legal teams to drive transformations. She leads the Googlewide deployment of “gLean” a program to coach Googlers about adopting lean within Google’s highly dynamic and fast paced environment.
Prior to Google, Priya spent 10 years in management consulting at Bain where she advised healthcare, technology and consumer goods companies on global growth strategies and operations improvement. Before her career in consulting, Priya worked for GlaxoSmithKline and focused on global manufacturing and with Unilever on marketing and supply chain. In addition, Priya was a public accountant with Ernst & Young. Priya holds an MBA from Wharton and is also a Chartered Accountant.
Graves began his career with Toyota in 1987 and progressed through a series of positions in production at Toyota Motor Manufacturing, Kentucky (TMMK) responsible for assuring overall quality within all production shops.
In 1997, he was assigned to TMMK’s operations development group where he trained Toyota Production System (TPS) know-how to team members from all levels of the organization and coordinated internal TPS activities. During his 15 years at TMMK, Graves supported multiple production launches and all-new model introductions.
From 2003-14, he served as manager for TEMA’s operations management development division, working closely with Toyota’s North American plants and suppliers to help streamline processes and strengthen TPS activities. In this role, he supported internal & external continuous improvement projects and training workshops.
Prior to joining Toyota, Graves worked at the Federal Bureau of Investigation in Louisville, Kentucky where he was an auditor for the white collar crime unit.
He obtained a Bachelor of Science in Operational Management from Western Kentucky University (1981) in Bowling Green, Kentucky. Originally from Columbia, Kentucky, Graves still owns and maintains a family farm.
Julio Urrutia has been in the technology industry for more than 15 years, now as Head of Operational Excellence and CISO at Ricoh Latin America. Julio holds a Degree in Strategic Marketing Management, a Master's Degree in IT Service Management, a Master's Degree in Business Analysis plus multiple Industry Certifications.
In his current position, Julio is in charge of many critical corporate initiatives. Working in a Global environment and with an extend knowledge of Latin American cultures, markets & economies. Lead and manage major expertise area programs and company-wide critical projects; responsible for the creation of methodologies and standards, measurement criteria and leading-edge initiatives to improve productivity, efficiency and organizational excellence. He is an active-global public speaker and takes part in consultations.
Julio credits his success to great passion for what he does and constant learning. Manage the full range of design and development efforts from concept to implementation; communicate at all levels and hold negotiations with large-scale vendors; maintaining expertise on industry, products and technology trends through research and training. Manage and optimize working relationships; with great expertise in creating, developing and leading high-performance teams, facilitate innovation, and promote openness to and participation in change. Also accountable for creating and controlling organizational budget to accomplish desired results.
Fluent in English, Spanish and Portuguese, and is able to communicate in French, Julio is in progress to obtain a Certificate of Professional Development in Strategy at Wharton - University of Pennsylvania.
David Seth Feierstein joined NCR Corporation in February 2016 leading the newly formed Transformation Office and Zero-Based Budgeting initiative. From August 2013 to January 2016 David was the Global Head of Zero Based Budgeting, CAPEX and Working Capital at Kraft Heinz and was instrumental in the Kraft integration and Heinz transformation delivering over $550 million in SG&A cost savings during his tenure. From July 2011 to August 2013 David worked at Goldman Sachs Capital Partners, the private equity arm of Goldman Sachs and from July 2007 to July 2011 at J.P. Morgan’s Investment Bank in the Mergers & Acquisitions and Natural Resources groups. David continues to serve as an advisor to multiple companies including those owned by Berkshire Hathaway, Blackstone and other large private equity funds on the topic of Zero-Based Budgeting. David currently lives in Atlanta.
Gary has worked for The O.C. Tanner Company for 29 years. His current assignment is Executive Vice President, Supply Chain & Production.
Prior to working in his current roll Gary has held an impressively diverse set of jobs with the O.C. Tanner Company, including Manager of Market Research, Manufacturing Change Facilitator (where he was instrumental in moving the operation from “batch” to lean, resulting in their receiving the Shingo Prize for Excellence in Manufacturing), Vice President of Manufacturing, Marketing Vice President of Award Development, and Vice President of Research and Professional Services.
Gary serves on the Executive Advisory Board for the Shingo Institute, and is a Shingo Examiner. In 2015 he was inducted into the AME (Association for Manufacturing Excellence) Hall of Fame. His experience with Lean Enterprise sends him around the globe helping others improve their operations.
Gary holds an MBA and a Bachelor’s Degree in Statistics from Brigham Young University. He recharges his batteries by snowboarding, playing basketball, hiking, watching his 16-year old daughter play soccer, and being with his six (soon to be seven) grandchildren.
Srisu Subrahmanyam is a senior operations executive who delivers significant and sustainable value through supply chain optimization, technology and organizational transformation and continuous improvement, with a relentless focus on execution. He has over 20 years in consulting and as an executive in multiple Fortune companies. Subrahmanyam has deep process experience, with proven results in manufacturing, distribution/logistics and service sectors, having served in companies in automotive, aviation, technology, logistics, distribution, maintenance, repair and overhaul, consumer goods, education, pharmaceutical, beverage and chemical industries. He is focused on improvements and optimization across the value chain and delivers competitive advantage through supply chain transformations, technology strategy and investments, organizational transformations and rigorous performance management and execution.
Subrahmanyam is currently Senior Vice President of Business Transformation at KAR Auction Services, Inc (NYSE:KAR). Previously he served as Global Vice President of Engineering for Ingram Micro, a HNA Group company, recognized as world’s largest wholesale technology distributor and a global leader in IT supply-chain, mobile device lifecycle services and logistics solutions with $45B in revenue and operating in over 40 countries. In this role, he leads global functions in supply chain planning, operations and customer solution engineering, real estate, quality, continuous improvement, environmental health & safety, sustainability and overall program management. Prior to this, he served as Executive Vice President and Chief Operations Officer for BrightPoint Americas, a business unit of Ingram Micro based in Indianapolis, Indiana. In this role, he led the supply chain operations, quality, continuous improvement, program management, advanced planning, procurement and information technology functions.
Subrahmanyam held earlier roles as a consultant and in senior corporate positions including Senior Vice President and Chief Procurement Officer at Career Education Corporation (NASDAQ:CECO) from 2008 to 2011, and as Vice President of Continuous Improvement and Business Transformation for United Airlines (NYSE:UAL) from 2006-2008.
Sisir joined Verizon in 2011 and is the Vice President of Process Excellence and Innovation. Prior to joining Verizon, Sisir was part of the General Electric Company, where he held several leadership roles at GE Appliances, GE Transportation Systems, Pratt & Whitney, GE Corporate, and GE Aviation, in design, process excellence, e-Business, and strategic marketing. Sisir led the global P&Ls for GE Aircraft Engine and GE Smart Grid Automation businesses.
He has published more than twenty papers in conferences, professional journals and books. In addition, Sisir has chaired many technical conferences and attended executive education at Wharton, Stanford and Harvard Business School. He received his masters in mechanical engineering with specialization in Artificial Intelligence and a Ph.D. in Mechanical Engineering.
Bernard Borowski is a Vice President, Deputy Head of Global Process Excellence & Lean at Sanofi, based in NJ. Bernard is a Business Process Excellence executive with 20 years of global experience and functional expertise in finance. He led cross-functional initiatives that required reengineering processes, coordination of system overhauls and managed financial services operations. Bernard was certified as a Lean-Six-Sigma Master-Black-Belt in 2003 while on the prestigious GE Corporate Audit Staff.
Prior to joining Sanofi, Bernard served as Principal, at the Boston Consulting Group in New York; Executive Director in the Finance Strategy, Operations and Technology group at Morgan Stanley in New York where he led regulatory readiness and efficiency programs. Prior to that, he held leadership roles in Quality and Financial Operations at GE for 12 years in the United States and in France, in the consumer and commercial lending businesses of GE Capital and at GE Treasury. Bernard also held Financial and Operational Auditing roles at Arthur Andersen in Paris, France and Tel-Aviv, Israel, and at Bestfoods (Unilever) in the United Kingdom.
Bill Owad, senior vice president of Operational Excellence specializes in the strategies and tools that support the pursuit of a lean enterprise. Working with a team of nearly 150 Operational Excellence staff members and coaches aross Cardinal Health, Owad is responsible for developing and implementing an enterprise approach to Operational Excellence at Cardinal Health, ultimately improving the value delivered to the company’s customers.
In addition to his role as senior vice president, Owad also supports the extension of Operational Excellence external to Cardinal Health as the executive sponsor for the company’s relationships with the Lean Enterprise Institute (LEI) Partner Program, the Healthcare Value Network, The Ohio State University Fisher College Center for Operational Excellence and the Conference Board Quality Council. During his tenure, Owad has held several positions within Operational Excellence and has served as the primary architect of the company’s enterprise-wide deployment of Operational Excellence, which, over eight years, yielded significant improvements in customer loyalty, employee engagement, operational performance and working capital utilization.
Prior to joining Cardinal Health, Owad held several operations and administrative roles that have used the tools of Lean Six Sigma to transform health care provider organizations, supply chain and medical supply companies. These roles include corporate director of quality for ProMedica Health System, executive director for Cordelia Martin Health Center and several adjunct faculty positions with the College of Pharmacy at the University of Toledo and other nationally recognized programs.
Owad is also active in the community, serving in the past as board chair for the Central Ohio American Red Cross BioMedical Services, board chair for Cordelia Martin Health Center, senior examiner for the Malcolm Baldrige National Quality Program, and examiner / team leader for the Ohio Award for Excellence. Currently, Owad serves as a board member for the Partnership for Excellence, Mid-Ohio Foodbank, and the ASHP Research and Education Foundation.
Owad received his bachelor’s degree in Pharmaceutical Sciences and his Master’s of Business Administration from the University of Toledo. His post-graduate work includes the achievement of Fellow status with the American College of Healthcare Executives, multiple Lean Six Sigma certifications and continued development as a Lean leader through his work with Cardinal Health and LEI. Owad has also authored several publications and presentations on quality systems and customer loyalty.
Alex Jones is a Lean Transformation Leader at Intel. He is responsible for driving organizational and process changes that increase quality, decrease cost, and accelerate time to market across Intel's product development value streams. Jones joined Intel in 1997 as an Industrial Engineer and has held a variety of positions in manufacturing, technology development, strategic planning, platform architecture, and lean leadership. He holds a bachelor's degree in Industrial and Operations Engineering from the University of Michigan and an MBA from the University of Oregon.
Riad is the senior director of Production Engineering & Continuous Improvement at Leggett & Platt, Adjustable Bed Division. He leads the division NPI activities and works closely with the commercial team to ensure that new products or customer products are properly developed, qualified, managed, and launched into production. This role also provides guidance and experienced technical and quality support to the production engineering and quality teams on critical issues such as quality and productivity improvement
He brings over 26 years of experience (over half in Japanese companies) in the areas of supply chain, asset management, production engineering, maintenance and manufacturing, including fabrication, assembly and testing. Former employers include: Zimmer Biomet, Toyota Boshoku, Leggett & Platt, Borg-Warner, Denso Corporation, Harley-Davidson/Utilimaster, and General Motors/ Saturn plant. He is a subject matter expert in Operations Excellence. He is certified in Ergonomics, Lean Manufacturing, Total Industrial Engineering, Change Management and VA/VE. He has completed a Lean Six Sigma Black Belt from the University of Tennessee, Center for Executive Education. Furthermore, Riad is also a Malcolm Baldrige Examiner-in-Training 2014.
Riad is a frequent guest speaker at national and international conferences including Nora Corp.’s Reliable Plants. Riad has developed a new lean device named “Honky-Tonk” that is based on the TPS-Jidoka system, basically making any machine a smarter one.
Riad holds a Master of Science Degree in Engineering Management and a BS degree in Industrial Engineering from The University of Tennessee, Knoxville.
Through his experience Riad has learned that different cultures learn differently. His teaching style is very diverse and most importantly, he provides a can-do attitude. Those he works with often acquire a thirst for more understanding.
Anil Nair is an operational excellence executive, with expertise and experience in delivering robust and sustainable results for a balanced scorecard across the supply chain. He has over 20 years of rich and progressive leadership experience in Lean Six Sigma program design, development & deployment, Operations Management, New Venture implementation, and integrative operating system design & development covering QMS/EMS/SMS/CSR elements, deployment, certification & maintenance to ISO 9001, 14001, 18001, R2 & 26000 standards, across diverse industries, including engineering & construction, aviation, printing, education, and distribution and logistics.
Anil is currently Sr. Director of Global Quality, Lean, EHS, and Corporate Social Responsibility for Ingram Micro (NYSE:IM), a Fortune 100 company, recognized as world’s largest wholesale technology distributor and a global leader in IT supply-chain, mobile device lifecycle services and logistics solutions with $46B in revenue and operating in almost 40 countries. In this role, he leads global deployment and overall program management of Quality & Lean Operating System, Safety Management System, and Corporate Social Responsibility program.
Prior to this, he served as Sr. Director of Purchasing and Process Excellence at Career Education Corporation (NASDAQ:CECO), a $2B education company based in Hoffman Estates, IL, from 2009 to 2013. He led the transformation of Procure-to-Pay operations involving multiple programs and channels at 80 campuses and corporate office nationwide. This included deployment of PeopleSoft Financial e-Procurement workflows, P-card program design & deployment, ensuring SOX regulatory compliance for financial transactions, and leveraging economics of scale and process improvements.
Anil lives in Chicago, IL with his son, and enjoys swimming, golf and traveling across the globe. He also enjoys volunteering as a Math tutor whenever he gets the opportunity.
Zac is the Senior Director of Business Excellence and Customer Insights for eBay Marketplaces. In this capacity, he is responsible for the operating effectiveness of the Global Customer Experience organization which includes customer service, policy and risk management, billing and payments, and operations support service functions. His team’s mission is to create consistently excellent and efficient experiences that result in loyal customers.
Zac has 20 years of global leadership experience spanning military/government, operations/manufacturing, and technology industries. He joined eBay in 2010 from the world’s largest drilling services company where he led global operations responsible for 5500 employees and the profitability, productivity, safety, and asset management of a $1.2B business. Prior to that, Zac served in a variety of leadership roles in operations; finance; strategy; and mergers, acquisitions, and divestitures.
Zac earned a B.A. from New Mexico State University and an M.A. from the University of Phoenix. He holds certifications in Project Management, Strategic Change Management, Six Sigma Black Belt, and Lean. He is also the General Manager for eBay in Austin, Texas where he lives with his wife and three sons.
Kevin Goldsmith oversees the development and IT teams at Avvo. Prior to joining Avvo, Kevin was the VP of Engineering at Spotify, the popular digital music service, where he led a team of 175 engineers for the company’s mobile, desktop and web platforms. He also served as the Director of Engineering for Adobe Systems for nearly a decade. Kevin has been an industry forerunner in the areas of GPGPU for commercial applications, leading development teams for both Adobe and Microsoft’s Virtual Worlds (later social computing).
Kevin speaks around the world, on topics ranging from product development to how culture affects work productivity and morale. He earned degrees in Applied Mathematics and Computer Science from Carnegie Mellon University.
Peter Evans was born in 1955. He joined LEGO in February 2016.
The early part of his career was in Finance in various industries, including Defence, Financial Services and Telecommunications. Peter worked for General Electric throughout the 90’s including spells in Manchester, Brussels, Shannon (Eire) and Connecticut.
From 2000 to 2013 he worked in Telecoms in the UK, first with Vodafone, then Cable & Wireless, before finally leading operational Excellence for Virgin Media.
From 2013 to 2015 Peter led Process Excellence in Northern Europe for Maersk Line, based in Copenhagen
Since February 2016 Peter has been Director of LCI (LEGO Continuous Improvement) at LEGO with specific responsibility for Corporate Business Services and is actively involved in establishing a Global Business Services Organisation for Finance and HR services.
Peter Lives in Newbury UK with his wife Amanda and Golden Doodle Harvey.
Ted is Director of Operational Excellence for Global Shared Services at The Coca-Cola Company. He is responsible for deploying Operational Excellence across the Finance, Human Resources, Data Management, Accounts Payable, Workplace Services, Creative Business Solutions and User Experience lines of business, involving greater than 1300 employees in 7 main hub locations globally. The Operational Excellence program utilizes Lean, Six Sigma, Program Management, Business Process Management and Human Centered Design concepts and internally created methods to drive value for the business.
Ted has been with The Coca-Cola Company leading implementations of OE in Shared Services, Information Technology, Human Resources, Supply Chain and Franchise Bottling partners for 10 years. Prior to The Coca-Cola Company, Ted worked in the Automotive Industry with Ford Motor Company and Tier I suppliers in product development. In total Ted has been working as a continuous improvement professional for over 20 years.
Angel R. García is an engineer and process improvement executive with over 20 years of experience in Global Operational Excellence Programs, Global Supply Chain Management and Commercial Operations. Currently Angel holds the position of Global Continuous Improvement Leader at Catalent Pharma Solutions.
Before joining Catalent in 2016, Angel was the Vice President of Operational Excellence for Univision Communications Inc. where he developed and executed the first OpEx Program at the number one Hispanic Media Broadcasting Network in the United States.
In addition, Angel has held several leadership positions in Medical Devices Manufacturing, Technical Service, Global Sourcing, and Six Sigma within Covidien, Tyco Healthcare, Medtronic Diabetes and several business of the GE Company. He holds certifications in Lean Six Sigma as a Black Belt and Master Black Belt and he is a certified Project Management Professional
Mark Proffitt helps leaders solve seemingly unsolveable problems so they reliably deliver 10x more desired results with less risk using readily available resources by using Predictive Innovation® .
He is a non-stop thinker, researcher, and author of Predictive Innovation® a first principles based system of thinking.
Silicon Valley veteran with over 30 years experience creating new technologies including working with Apple, Microsoft, Hewlett Packard, Visa, & Nintendo.
At age 12 saved money from mowing lawns & shoveling snow to buy a personal computer & teach himself to program. Began college at 14 & by 16 was programming professionally with a start up that developed the first software to apply Edward Deming's work in a US automotive factory by General Motors.
Dropped out of a PhD in Physics at the University of Michigan when recruited by Apple Computer to make something insanely great leading to the creation of the Agile Methodology.
While working to build the first online crowd funding & peer-to-peer digital media platform, suffered a brain injury requiring him to relearn how to think and in the process discovered how to teach average people how to think like a genius.
Currently enjoys living as a digital nomad with a passion for creating makerspaces to give everyone access to tools and a community to create global abundance.
- Programmed the first statistical process control system used in a US automotive factory.
- Contributed to creating Agile while at Apple Computer.
- Integrated the first use of world wide web technology at Hewlett Packard in 1994.
- Designed and led team to develop QuadraMed’s ClaimStar for Windows, which contributed to the companies stock increasing 500% in 3 years.
- Designed & developed the Virtual Reality Engine used by Spectrum HoloByte on games like Top Gun & Falcon 4.
- Oversaw technology for the first global dual TV & Internet video broadcast, reaching 1 billion viewers.
- Taught Predictive Innovation® on 4 continents including classes at MIT & University of Surabaya Indonesia.
- Written 2 books edited 7 others, produced a comedy DVD teaching calculus, appeared in a TV commercial with rock star Alice Cooper, & played soccer with a baby elephant
Jeff Hastie is the Global Director – Lean Enterprise at Bose Corporation. His responsibilities include leading Lean and Six Sigma programs in Manufacturing and Global Supply Chain, Sales and Marketing, Product Development, Research and Corporate Administration including IS, HR, Finance and Legal.
Jeff started his career at Bose in 2001 as a senior Quality Engineer and Six Sigma Black Belt. He worked with Finance to quantify the cost of poor quality and over the next 4 years he led improvement Teams across Manufacturing to bring more value to the company. In 2005, he initiated and led the formal deployment of Lean Six Sigma at Bose Corporation. In 2007, Jeff developed and implemented a strategy to pilot and then expand the Bose Production System (the Toyota Production System) across Bose Manufacturing Plants and Distribution Centers. Today Lean Enterprise is a strategic imperative enabling the success of Bose Corporation business improvement strategies worldwide.
Prior to Bose, Jeff was employed at Wyman-Gordon Company, producers of technically advanced structural and engine components for the Aerospace Industry. During his 18 years at Wyman-Gordon, he held a variety of leadership roles in Industrial Engineering, Manufacturing Operations, Quality Assurance and Continuous Improvement.
Jeff has over 35 years of manufacturing and Continuous Improvement experience in the Wood Products, Metal Working, Aerospace Forging and Consumer Electronics Industries. He has spent the last 19 years dedicated to leading Lean & Six Sigma programs to accelerate business value.
Jeff hold a Bachelor of Science Degree in Wood Products Engineering from the State University of New York and a Bachelor of Arts Degree in Business Administration from Syracuse University. He is a Certified Lean Six Sigma Master Black Belt.
Daymond is the Engineering Excellence Coach, New Product Development at Ingersoll Rand. He is the senior coach for about 40% of Ingersoll-Rand business, coaching executives down to project managers.
He is retired US Army Officer, former enlisted Air Force Staff Sargent with over 30 years’ experience in business development, healthcare, logistics, and information technology include roles in senior leadership, company startups, profit and not for profit hospitals along with extensive experience in trauma and critical care programs. Daymond is a decorated soldier with an extensive military career in both active duty and reserves. He is a senior member of ASQ (American Society for Quality) and a Certified Project Management Professional (PMP). Daymond holds a Master Black Belt and Lean Master Certification from the George Group/Accenture, among other Continuous Improvement certifications.
Daymond has proven success as a leader in civilian and military environments. His experience includes healthcare delivery, management, logistics, operations, process redesign, and resource management. Additionally he has proven success in strategic development, program development, marketing, product line management, information technology management. Daymond works at both enterprise and frontline staff levels in developing best practice solutions including strategic process redesign utilizing Lean, Six Sigma and Lean Six Sigma methodology.
As part of the Lean deployment at the US Army, he was assigned for 2 years to the US Army Medical Command assigned including the North Atlantic Regional Medical Command (NARMC) based at Walter Reed Army Medical Center in Washington. D. C. He is led the deployment at NARMC…Encompassing 21 states...supporting two medical centers, four community hospitals, four other MEDDACs, dozens of health clinics, which provides medical mobilization/demobilization support to seven power projection platforms. Daymond also led the Team Leader for the NARMC, US Army Center for Health Promotion and Preventive Medicine (CHPPM), and the Army Medical Action Plan Access to Care for Warriors in Transition (AMAP) teams. As Founder and CEO of the International Society for Six Sigma Certifications, he and his team grew the consulting and training company 100% year over year for 7 years, developing a franchising system leveraging standard work and Training within Industry (TWI). He expanded from one location to 9 states, 3 continents, offering over 200 courses while assisting companies to save millions of dollars in productive costs. Daymond has an Associate of Science degree from Elizabethtown Community College/University of Kentucky, Elizabethtown, KY, a Bachelor of Science from Barry University, and a Master of Business Administration degree in Technology Management from the University of Phoenix.
Since 2010 Dave Margil has served as the Lean deployment leader for Bose Corporate Information Systems (CIS). He is responsible for developing the Lean Enterprise Vision and deployment roadmap in CIS and for driving Lean Six Sigma practices throughout the IT function. He leads value stream improvement activities, contributes to the internal Lean Six Sigma curriculum development, and delivers training and coaching to employees throughout Bose Corporation.
Prior to this role, Dave spent several years as a Business Engagement Manager and as a Project Manager in the Bose Online Commerce Group. Before joining Bose he co-founded and spent several years as the VP of Product Development for a Cambridge, MA-based computer game company.
Dave is a Bose certified Master Black Belt and has a Bachelor of Fine Arts from the University of Massachusetts.
Jeff Porada is the Global Director of Lean Six Sigma at Jabil. Jeff manages the “Business Process Re-engineering Team” from Jabil’s corporate headquarters, in St. Petersburg, FL. He is responsible for the strategically-driven transformation efforts of Jabil’s Corporate Functions and Capabilities, including: Information Technology, Human Resources, Finance, Legal, Supply Chain Management, and Engineering Technology Services. Jeff has 20 years of professional experience of working in various industries with the ability to successfully influence and positively impact a culture at all levels of an organization to embrace a philosophy of continual improvement. Jeff has a demonstrated track record of driving business transformations resulting in significant financial savings and operational performance.
Prior to joining Jabil in 2012, Jeff was the Vice President for Operational Quality & Training for Wyndham Consumer Finance. He was responsible to develop and deploy the strategic direction of the process excellence methodology, quality assurance processes, and the career development of internal associates.
Years before joining Wyndham Worldwide, Jeff worked for HSBC Mortgage Services, ICI-Paints, Solectron Technologies, and Automata International. He is a certified Lean Six Sigma Master Black Belt and is an active volunteered leader with American Society for Quality’s International Team Excellence Awards.
Jeff graduated from Ohio University in 1996 with a Bachelor of Science Degree from the School of Engineering and Technology. He has lived in Tampa, Florida for 13 years with his two teenage children. In his spare time, Jeff enjoys riding his jet ski, traveling, and playing organized ice hockey.
Ezra Eckhardt is the VP/COO and a principle at Wave Form Systems, a premier provider of regional mobile medical services. Additionally, Ezra is an accredited investor serving on several private company boards of directors and small business advisory councils.
Prior to his current role, Ezra was a senior executive in the financial services space serving as president and chief operating officer of Sterling Bank, chief operating officer of Sterling Financial Corporation, and executive vice president of operations and Umpqua bank. His prior experience includes general management, operations, leadership and continuous improvement work at Microsoft, Honeywell and the U.S. Army.
Ezra is currently the chairman of the finance committee and member of the board of directors for the Spokane International Airport and sits on the board of directors for Gonzaga Preparatory School. Ezra has also served as adjunct professor at the Gonzaga University Graduate School of Business, appointed advisory roles for local and national elected officials, numerous chamber boards and committees, and the local affiliate of Habitat for Humanity.
He is a distinguished graduate of the U.S. Military Academy at West Point. He also has earned a master’s degree in business administration from Gonzaga University and has advanced training in applied statistics from the Rochester Institute of Technology. Ezra has an established background in operational excellence and continuous improvement.
Maria Thompson is a senior technology operations leader with international experience in innovation, change management, and organizational capability improvement. She facilitates teams to creatively solve problems to generate strategic patent portfolios and new product and service designs. She has introduced new processes, technology, and culture change to organizations, resulting in creativity, quality and productivity improvements. She’s an accomplished innovator and patent-holder skilled at fostering alliances with senior management, strategy, legal, research, marketing, engineering & services personnel. She’s successfully improved the innovation capability of organizations ranging from five to 5000 staff across AT&T Bell Laboratories, Motorola and now Illinois Tool Works, Inc. (ITW).
Since early 2014, Maria partners with ITW business innovation leadership in a Senior Director role to accelerate organic growth with a global innovation process framework. In addition to harmonizing business stage gate processes with the Innovation Framework for continuous improvement, she facilitates innovation tool workshops, expedites cross-Segment communications and creative problem solving, and enables best innovation practice sharing with an annual global Innovation Summit. Workshop topics include: Facilitating Small Teams, Customer Interviewing, Value Proposition derivation, Go To Market Strategy and Planning, and Structured Brainstorming.
She holds an M.S. in Math and Computer Science from the University of Waterloo, and B.S. Computer Science with a Statistics minor from Iowa State University.
Christopher Govero has over 15 years of Lean/Six Sigma process improvement experience in a wide range of industries, including Healthcare, Manufacturing Government, Department of Defense, Education and other service industries. He has also spent time consulting both domestically and abroad.
Chris holds a Bachelor of Science degree from Missouri Southern State University and a Master of Business Administration from Webster University, St. Louis, Missouri. In addition, he also holds an ASQ Lean Six Sigma Black Belt certification.
Chris currently works as the Executive Director of Performance Improvement and Outpatient Services at HSHS St. Elizabeth’s in Belleville, IL. His key responsibilities include leading hospital wide Lean Six Sigma efforts as well as operations in Outpatient and Revenue Cycle departments.
Matthew Morgan joined Bridgewater Associates to implement a new process excellence program in 2012.
Before joining Bridgewater, Matthew led global Business Improvement at Parsons Brinckerhoff, a $2.6 billion engineering company. There, he developed and deployed a new process improvement function where none had previously existed and a global business management system to drive continual improvement and process standardization across many business units overseeing the firm's 150+ worldwide offices.
Previously, Matthew worked as a strategy consultant at McKinsey & Company and as a Lean Six Sigma professional and operations leader at Starwood Hotels, including managing a $30 mil, 300-person turnaround operation. A former Army intelligence officer, Matt has written 9 books on Afghanistan, terrorism, and related topics. He graduated with a BS from West Point and MBA from Harvard Business School.
Experiences: 12 Years – Product & Process Technology Leadership experience in Chemical and Plastics Industry (Aldrich Chemicals, General Electric Plastics);
8 Years Global Sourcing/Supply Chain Management (GE Plastics); 19 Years as Six Sigma Quality Leader in Plastics, Insurance, and Health Care Industry
(GE Plastics, GE Financial Assurance, and United Health Group) with the last 10 years in BioTech (Drug & Device … Nektar Therapeutics, Amylin Pharmaceuticals, and Bristol-Myers Squibb).
Education: Ph.D.-Organic Chemistry; B.A. in Chemistry/Zoology/Computer Science; Lean/Six Sigma Quality…Certified MBB, Trainer & Facilitator; Change Management Leader… Certified in GE CAP® & Facilitation; Quality Training and Certification … Lean, DMAIC, DMADOV, and Change Management;
Certified “Train the Trainer”.
“Rick” Hepp, PhD
Executive Director, Operational Excellence - Strategy & Business Integration, Global Manufacturing & Supply, Bristol-Myers Squibb
Anu George is Chief Quality Officer for Morningstar. She is responsible for providing strategic direction to Morningstar’s operational excellence & continuous improvement initiatives. She works at the intersection of operational excellence, human behavior & technology. Anu is an avid reader, and has an eclectic choice of the books she reads. She enjoys learning and experimenting with new thoughts in the world of change management, organizational behavior, operational excellence, LEAN & Agile.
Anu has more than 20 years of experience in operations management and Lean Six Sigma. Before joining Morningstar in 2010, she had worked for Unilever and GE. She is a frequent speaker on topics including business process excellence and leadership.
Anu holds a bachelor’s degree in economics and accounting and a master’s degree in business administration, with a specialization in marketing, from the University of Mumbai.
José Pires serves as the Global Vice President and Director of Business Excellence (BEx) for Black & Veatch where he oversees the global identification, prioritization and execution of several hundred mission critical business improvements and innovations that add value to Black & Veatch, its business partners, and clients.
Prior to his current role, Pires held business excellence leadership positions in large, global companies in the electronics (Sony), semiconductor (Cymer-ASML), and food (Nestlé) industries. Throughout his career, Pires developed and refined BEx as an integrated program for innovation, leadership development and value creation globally.
BEx combines disciplined innovation methods with elements of venture capitalism, crowdsourcing and collaborative leadership to deliver rapid and sustainable business improvements and innovations in any industry. Its track record of innovation, leadership development and value creation for over a decade has won multiple industry awards and global accolades.
He holds a Bachelor in Engineering Physics from the University of Kansas and a Master in Business Administration focused in Investment Banking and Entrepreneurship from the University of San Diego.
Eric Pope serves as vice president of operations at US Synthetic (USS), a leading provider of diamond solutions for the energy industry. Mr. Pope joined US Synthetic in 1990 as a machine operator, with a focus on processing diamond products. He has worked as a production manager, process engineer, and R&D engineer during his time at US Synthetic. In 2001, Mr. Pope worked as an onsite USS customer engineer at Halliburton. He later became the product manger over the USS diamond rock bit and percussion product lines, in 2004.
Throughout his career, Mr. Pope has been a driving force behind US Synthetic’s move from a typical batch and queue manufacturing system to a world-class, Lean manufacturing facility. As part of senior leadership team since 2006, Mr. Pope has been instrumental in implementing Lean training and techniques at every level of the organization. These efforts helped the company received the world's most prestigious award in 2011 for enterprise excellence, The Shingo Prize. Under Pope's leadership, the company maintains a strong focus on empowering employees and encouraging continuous improvement. This focus helped the company implement more than 34,000 employee-sponsored improvements in 2014. As a result, product innovation has increased and USS customers have been better served with improved delivery times, decreased inventory, and superior quality and performance. Lean improvements have allowed US Synthetic to grow at 23 percent annually since beginning the journey in 2005.
Mr. Pope holds a Bachelor of Science degree (BS) in mechanical engineering and a Master of Business Administration (MBA) from Brigham Young University.
Pranay Butala is currently AVP of Operational Excellence within Guardian Life’s Group business. His team is accountable for helping Group business in three key areas: 1) strategic consulting to help proactively identify areas of cost reduction and other efficiencies at the enterprise level, 2) program leadership through various engagements ranging from process improvement to M&A future state modeling, and 3) developing operational excellence talent organically within the business.
Pranay’s previous experiences are from 20 years through consulting and the pharmaceutical industry. He was previously a partner within Cognizant’s life sciences division, accountable for AstraZeneca’s marketing and sales portfolio. Prior to Cognizant, he was a director in marketing technology at Pfizer Pharmaceuticals New York City office, as well as spending an early career at Accenture’s and Deloitte’s strategic consulting arms. Pranay has a MBA in Strategy and Operations from Purdue University’s Krannert School of Graduate Management, and a BS in Biochemical Engineering from Stevens Institute of Technology in Hoboken, NJ. He also ASQ Six Sigma Black Belt certified.
Beth Schmidt is the Vice President of Process and Project Management at Mutual of Omaha. She has responsibility for the analysis and delivery of projects that support New Business processes. She also has a team of lean process improvement facilitators who engage in everything from major business unit transformation to project process mapping.
In addition to having a passion for process efficiency, Beth is passionate about high performance cultures. She was one of the original founding members of the Omaha Culture Ambassadors, a local group of like-minded individuals that is quickly growing to other cities around the country. She is a certified facilitator of culture change for Mutual of Omaha, and a Master Culture Champion.
Prior to joining Mutual of Omaha, Beth was the Director of Application Development at Farm Credit Services of America which has steadily been one of Omaha’s Best Places to work. She has 15 years experience in delivering software solutions, from programming to project management to team leadership. Beth holds a Master’s Degree in Adult Learning and Organizational Performance with a dual emphasis in Leadership, and Training and Development.
Dalton Li joined MassMutual in November of 2012 as Vice President, strategy and corporate development and is responsible for leading the strategy and thought leadership behind the MassMutual Way, an enterprise wide lean management system. Dalton is responsible for designing the systems and principles for the MassMutual Way to ensure a long term culture of continuous improvement with a relentless focus on the customer. Dalton is also responsible for coaching the CEO, the executive leadership team and developing change agents to role model the behaviors of lean leadership and implementing lean practices.
Prior to joining MassMutual Dalton spent over six years at McKinsey as a leader in the North American operations practice. At McKinsey, Dalton deployed lean in several industries including manufacturing, consumer packaged goods, pharmaceuticals, information technology and financial services. Before McKinsey, Dalton spent six years in the US Navy as a submarine officer aboard an award winning submarine and as an assistant professor of Naval Science at Fordham University and SUNY Maritime.
Dalton holds a B.S. in Systems Engineering and M.S. in Operations Research Engineering from George Washington University.
Nick Ruhmann is an ongoing student of "lean thinking", the Toyota Production System, and certified Six Sigma Master Black Belt currently leading the enterprise wide deployment of an Operational Excellence culture at National Flood Services, a leading flood insurance solutions provider and division of Aon plc.
From 2010 to 2012, he worked in medical device industry for BD Medical, leading Continuous Improvement within their Diabetes Care division, but spent the bulk of his career with Tenneco Inc., a major Tier I automotive supplier to nearly every OEM including Toyota. During that time, Nick’s career has offered a diverse background, including both functional and leadership positions across Research & Development, Product Engineering, Process Excellence, Operations, Process Engineering, Quality, and Supply chain.
Beginning in 2005, Norbert has implemented a principles-based lean product development process at the three global innovation centers of The Goodyear Tire & Rubber Company. For nearly a decade he has been Goodyear’s lean champion in research and development.
Norbert, born and raised in Luxembourg, has a Master’s degree in Chemistry from the Universitaet des Saarlandes, Saarbruecken, Germany, and has worked most of the disciplines in the Goodyear innovation centers in Luxembourg and Akron.
Norbert recently published his first book “Lean-driven Innovation,” and he has spoken at many conferences in the USA and other countries
Bryan Crowell is the AVP of Continuous Improvement at Intermountain Healthcare and former VP of manufacturing for ATK Armament Systems group and former plant manager at the highest scoring and first 2-time winner of the Shingo prize-winning Autoliv Airbag Module Plant in Ogden, Utah. He has lead multiple organization through cultural transformation.
With the combination of structure, processes and leadership behaviors Bryan has demonstrated the ability to engage all team members to drive results. Employees under his leadership and processes have implemented over 500K ideas being recognized as world class throughout industry. Bryan co authored the Shingo prize winning book, Own the Gap: How to Build a Daily Kaizen Culture. He received a bachelor’s degree in physics from Weber State University and an MBA from Utah State University.
Chuck DeBusk is Vice President; Performance & Process Improvement for UHS of Delaware, a subsidiary of Universal Health Services, Inc. Chuck’s current role is to provide leadership to Operations and Clinical Process Improvement, Pharmacy, Surgery, Radiology and Laboratory. Chuck has over 30 years experience in healthcare and healthcare process improvement and is a Certified Lean Six Sigma Master Black Belt and a Registered Professional Engineer. He holds an MS in industrial engineering from the University of Tennessee and a BS in industrial engineering and operations research from Virginia Tech. He can be reached at Charles.firstname.lastname@example.org.
Leslie Dowling joined USAA in January of 2013 leading the performance consulting practice supporting 25K+ employees. Over the next 2 years, Leslie’s understanding of business process, quality, continuous improvement and change allowed her to take on the staff operations functions supporting 5 unique lines of business. During this time, Leslie and her team regularly drove 10-15% productivity improvements year over year resulting in $100M+ in expense reduction and cost avoidance to the company. Early in 2016 Leslie was asked to lead the planning, business architecture and strategic change management functions for the enterprise. The team is proud of their recent work to measure, bring awareness, and manage change saturation for 29K employees and nearly 12M members.
Prior to joining the USAA team Leslie led process improvement, learning, performance, quality and change teams in large, complex organizations like UnitedHealth Group, Express Scripts, and Qwest Communications. Leslie continue to serve on multiple advisory panels and not-for-profit boards.
Joe has over 30 years of experience in the financial services industry, primarily running large operating departments and businesses. As Chief Operations Strategy Officer he is responsible for driving operational excellence practices across all business lines and has led strategic change initiatives in the US, Canada and the UK. Before his current responsibilities, he was the firm's Chief Operating Officer of the US Equity Services business—the largest corporate stock transfer business in the US.
He joined Computershare in July 2007 from AXA Equitable where he led several strategic process improvement initiatives and became the firm's first Certified Master Black Belt in Six Sigma. Prior to joining AXA, Joe was President of First Chicago Trust Company where he led the shareholder servicing group for many years, building it into a service leader among large transfer agents. His broad experience includes senior leadership positions in treasury operations, commercial lending operations and securities processing—all within the financial services industry.
Joe is a CPA and has broad expertise in risk management and operational controls from serving as Audit Group head at First Chicago and Citibank. He is also a licensed Securities Principal and former President of Georgeson Securities Corporation—the US broker-dealer of Computershare.
Sandy Furterer is an Associate Professor at the University of Dayton, in the Department of Engineering Management, Systems and Technology. She recently came from industry as a VP of Process Transformation for Park National Bank in Columbus, Ohio. She is also a part time faculty member in the Masters of Science in Quality Assurance program at Kennesaw State University.
Dr. Furterer received her Ph.D. in Industrial Engineering with a specialization in Quality Engineering from the University of Central Florida in 2004. She received an MBA from Xavier University, and a Bachelor and Master of Science in Industrial and Systems Engineering from The Ohio State University.
Dr. Furterer has over 25 years of experience in business process and quality improvements. She is an ASQ Certified Six Sigma Black Belt, a Certified Quality Engineer, an ASQ fellow, and a certified Master Black Belt.
Dr. Furterer is an author or co-author of 4 reference textbooks on Lean Six Sigma, Design for Six Sigma and Lean Systems, including her latest book: Lean Six Sigma Case Studies in the Healthcare Enterprise by Springer publishing in 2014.
Linking your Business' Core Processes and Process Architecture with Strategy
Prior to her current position, Sandy built the process infrastructure that incorporated a process architecture map as the VP of Process Transformation at Park National Bank. In this talk she will address how to:
- Tie process improvement project prioritization with the core processes and strategic plan
- Improve processes by documenting and creating process and procedure change control for execution
- Expand lean six sigma projects with process infrastructure
- Govern a process council made up of leaders to build a process improvement network
Mustafa Abdulali is the Director of Lean Transformation at NCH in Naples, FL. Mustafa is focused on engineering a culture that embraces structured problem solving using tools and techniques from process improvement methodologies such as Lean and Six Sigma. He previously worked as the Director of Performance Improvement at Main Line Health in Philadelphia, PA and had spent over a decade in the Automotive and Aerospace industries where he held a variety of positions.
Mustafa has a Bachelors degree in Mechanical Engineering from the Georgia Institute of Technology, an MBA from the University of Florida and is an American Society of Quality Certified Lean Six Sigma Black Belt.
Dr. Donna Powers is the Lean Six Sigma Specialist for the Catholic Health Services of Long Island (CHSLI). With a proven track record of healthcare process improvement and organizational change, Donna joins a committed team of leaders who strive to improve patient safety and quality of care in their journey toward becoming a high reliability organization.
Prior to joining CHSLI, Donna enjoyed a long career at Northwell Health (formerly North Shore –Long Island Jewish Health System) with expertise in clinical nursing, hospital administration, operations, resource management, patient throughput and quality. She held positions including Assistant Vice President Ambulatory Cancer Services and Director Program Evaluation where she used Six Sigma, Lean and Change Management methods to drive business initiatives and goals.
Donna has trained hundreds of healthcare employees as a faculty instructor for the Center for Learning and Innovation (NSLIJHS) and introduced Six Sigma and Lean thinking to the Executive MBA program at Wagner College where she is employed as an adjunct professor.
Dr. Powers has earned a Doctorate of Nursing Practice from Case Western Reserve University, a Masters of Public Administration from Long Island University and a Bachelor of Science in Nursing from Hunter College- Bellevue School of Nursing. She is certified as a Six Sigma Master Black Belt and Lean and Change Management expert. She has presented nationally and is a published author.
Stephan Blasilli is an industry recognized Business Process Management (BPM) expert & Head of Corporate Initiatives for EDP Renewables in North America (one of the largest renewable energy companies worldwide).
Prior to joining EDPR, he worked for various technology companies (including Bosch) on Business Process Outsourcing, Business Intelligence, and strategic planning projects.
Stephan holds a graduate Business Degree from Johannes Gutenberg University in Germany. Stephan specializes in Agile BPM, a discipline that he is a pioneer in.
Jean joined Vanguard in November 2002 as a municipal bond analyst in the Fixed Income Group. Today, she leads the process excellence (PE) team for the Investment Management Group. Prior to her association with Vanguard, Jean worked as portfolio manager for Rochdale Investment Management and credit analyst at The Hartford. Jean began her career as a rating agency analyst for Moody’s Investors Service. She holds a B.A. from Stanford University and a M.P.P. from Harvard University.
Morgan’s role at Mentis is to advance the company’s strength in clinical innovation through digital transformation. He also serves as the company’s compliance officer where he focuses on continuous quality improvement through microlearning and outcome analytics. Morgan joined Mentis with more than 20 years of experience helping healthcare organizations improve efficiency, quality and scalability by adopting next generation mobile, cloud and analytics technology.
Solomon Dadebo is currently Head of Productivity, Product Management, Pipeline Business Center and Process Systems Engineering, Global HyCO, Praxair, Inc., The Woodlands, Texas. He has held positions of increasing responsibility that covers Process systems engineering, product management and Energy Management since he joined Praxair in 2000. He has a passion for operational excellence pertaining to facility-wide optimization and effective performance monitoring.
Prior to joining Praxair, Solomon worked with Imperial Oil Ltd as a Lead Process Control Applications Engineer in Sarnia, ON, Canada. He holds a Doctoral Degree in Chemical Engineering from Queen’s University at Kingston, ON, Canada and a Master’s Degree in Chemical Engineering from the University of Toronto, ON, Canada. He holds 4 patents.
Tze is the Associate Director of Research Informatics in the Value Institute at Christiana Care Health System. He is the Principal Investigator of multiple research studies where he and his team utilize multi-method approach including statistical methods, computer simulation, and other techniques to solve pragmatic problems such as predicting surgical outcomes, optimizing staffing, and evaluating outcomes of large scale implementation of process interventions in the health system. He also manages the Data Analyst team and prioritizes research studies, as well as co-chairs the research forum at the Value Institute facilitating the exchange of research ideas and research progress.
Prior to joining Christiana Care Health System, Tze conceptualized and developed the Business Intelligence and Research department at UMass Memorial Healthcare. This department supported initiatives ranging from corporate strategies to process improvement activities by utilizing robust data analytics and Industrial Engineering techniques.
Tze has served as a reviewer for several scientific journals, a keynote speaker and an invited speaker for several national conferences. He graduated from Purdue University, where he earned his PhD in Industrial Engineering.
In his free time, Tze enjoys taking dance classes, photography, and traveling.
Deb Lindway is the Enterprise Director of Lean Six Sigma at KeyBank in Cleveland, Ohio.
In this role, Deb has built a team and program focused on deploying a Lean Six Sigma pragmatic approach to enable business transformation across core business units. This approach improves efficiencies and ratio performance with focus on both revenue growth and expense reduction priorities. Supported by alignment to the CFO, Deb and her team partners closely with business and finance leaders on strategic priorities. Improving client experience, simplifying E2E processes and achieving shared business value realization are a few of the goals achieved.
The Enterprise LSS program has delivered over $50MM in financial benefit covering revenue and expense reduction in 3 years. Prior to joining KeyBank, Deb was with Bank of America in multiple senior leadership roles and functions including Consumer Channel Technology, Enterprise Operations and Business Banking. She obtained her Six Sigma certifications at GE during her 13 years in their materials business and holds MS and BS degrees in Chemical Engineering.
Mamta Patel, MS, MT. is Administrative Director of Laboratory Services at Rockford Health System in Rockford Illinois. Mamta has Master’s degree in Microbiology and Medical Technology. She has 20 years of experience in healthcare at various levels of clinical Laboratory leadership positions. She is in her current role at Rockford since 2009 successfully leading all areas of the laboratory including outreach laboratory.
Mamta has received training and certification for Lean specialist as well as Lean-Six Sigma Black Belt. Mamta has led many cross functional teams to drive process improvement initiatives realizing significant financial savings, cycle time reduction, technology automation, culture transformation, customer satisfaction enhancement etc.
Under her leadership laboratory is recognized as lean leader and have received several quality awards including True North Matrix award. Mamta has received nomination for Jack Packard Quality award. She is also recognized as innovative thinker & strong change agents. As a Recognition and Celebration team chair, she has created & implemented system wide STAR award program to create culture of appreciation, recognition and celebration. Mamta has transformed work culture to be more respectful, customer centric & team oriented. Mamta has served as board member for American Association of Clinical Chemistry for Chicago.
Joel has been with Citibank's Retail Services credit card division since 2003 in a variety of Operational and Business roles, increasing in responsibility with each move. Citi Retail Services issues private label and co-brand credit cards on behalf of major retailers such as The Home Depot, Best Buy, Macy's, Sears and more. Citi Retail Services has over 90 Million open card member accounts as well as over 8,000 employed associates.
In his current role as Senior Director, Head of Planning and Strategy (since 2014), Joel has 40 exempt employees on staff and manages many critical functions for the business including business and operational reengineering, budgeting and prioritization for all technology program expenditures, partner interfacing for business and technology solutions and an automation solutions development team. In addition, he carries key responsibilities associated with the Know Your Customer (KYC) and Anti Money Laundering (AML) programs.
Prior to this role, Joeal was a Senior Operations Director and managed the Sears Credit Card customer service and inbound sales function (2012 - 2014). He had direct responsibility over 1,400 FTE located in four domestic plus two offshore sites. Joel was also responsible for the overall Sears partner relationship relative to credit card operational matters.
David Robinson began work for Kaiser Permanente in 2006 as a program manager for information technology. In 2008 he transferred into a process improvement role where he provided expertise to the finance organization. David is currently the director of Organization Excellence in Enterprise Shared Services Buy to Pay, and also serves as an organization development consultant and process improvement expert.
David has 18 years of experience implementing complex enterprise-wide programs and projects, 12 years of experience leading large cross-functional and multi-organizational teams through quality-improvement initiatives and six years of experience partnering with leaders to create strategies to improve the health and development of their organizations.
David holds a Bachelor of Arts degree in Spanish and a Master of Science degree in organization development. He is certified in Accelerating Implementation Management (AIM), holds a Six Sigma Black Belt, and is a Project Management Professional (PMP). He is also a veteran of the United States Air Force, where he served as an airborne Spanish linguist.
Kevin J. Duggan is a renowned expert in applying advanced lean techniques to achieve Operational Excellence and the author of four books on the subject: Design for Operational Excellence: A Breakthrough Strategy for Business Growth, Creating Mixed Model Value Streams, Operational Excellence in Your Office: A Guide to Achieving Autonomous Value Stream Flow with Lean Techniques and Beyond the Lean Office: A Novel on Progressing from Lean Tools to Operational Excellence.
As the Founder of the Institute for Operational Excellence, the leading educational center on Operational Excellence, and Duggan Associates, an international training and advisory firm, Kevin has assisted many major corporations worldwide, including FMC Technologies, Chromalloy, Aetna, SpaceX, Caterpillar, Pratt & Whitney, Singapore Airlines, Sikorsky, IDEX Corporation and Parker Hannifin. A recognized expert on Operational Excellence, Kevin is a frequent keynote speaker, master of ceremonies, and panelist at international conferences, and has appeared on CNN and the Fox Business Network.
Dan Markovitz helps organizations become faster, stronger, and more agile though a fresh approach to the teaching and practice of lean. With a philosophy derived from his years as a teacher and a running coach, he helps companies reinvigorate their lean efforts by developing an accessible on-ramp for their lean journeys. Dan has worked with clients throughout the US and Europe. Past clients have included WL Gore, Abbott Vascular, NYU Medical Center, the New York City Department of Health, CamelBak, Clif Bar, Industrial Revolution, and Goodyear Tire.
He is a faculty member at the Lean Enterprise Institute and teaches at the Stanford University Graduate School of Business, the Stanford Continuing Studies Program, and the Ohio State University’s Fisher School of Business.
He is an author of two books—A Factory of One and Building the Fit Organization—both of which were honored with Shingo Research Awards. He’s spoken at the Lean UK Summit, the Lean Island Conference in Reykjavik, the LEI Transformation Summit, the Shingo International Conference, and numerous AME Conferences.
Markovitz lived in Japan for four years and is fluent in Japanese. He holds a BA from Wesleyan University and an MBA from the Stanford University Graduate School of Business.
Felicia has facilitated strategic planning sessions, developed performance frameworks and, re-designed organisational structures, for a number of organisations including As-U-Wish, a Canadian based life-style and entertainment company, ITCC Ltd a hospital management company based in Nigeria, the Chambers of the Director of Public Prosecutions in Guyana and the Caribbean Disaster and Emergency Management Agency. Felicia has designed and facilitated numerous Leadership and Management Development and coaching programmes for amongst others, Deutshe Bank (U.K.), FirstCaribbean International Bank (Barbados), Williams Industries (Barbados) and has been an Executive Coach to business leaders within the Ansa McAL (Barbados) Ltd Group.
As an executive coach she frequently speaks at conferences on performance management, culture and organisational excellence, and on the best ways to foster economic growth. Felicia also delivers masterclasses on how private sector organisations can expand their operations, enhance their leadership team’s skills, and, the performance of their people.
Felicia holds an MBA from Kingston Business School (UK) and the LLB law degree from the University Of Wales College Of Cardiff (Wales). She passed the Inns of Court School of Law examination in 1992 which led to her becoming a Barrister in 1994. She is a Chartered Member of the Chartered Management Institute (U.K.), and, also a Chartered Member of the Chartered Institute of Personnel and Development (U.K.).
Ricardo Estok, has over 20 years of experience driving sustainable Operations, Commercial and Business Excellence Transformations
He has multicultural and functional experience at global companies in the US and LA, including Johnson Controls, S.C. Johnson, Abbott and Pepsi.
He holds a master’s of science in business from the University of Miami; a bachelor’s of science in industrial engineering, and he is master black belt.
He speaks English, Hungarian and Spanish
Currently, his role is as the Enterprise Principle Leader, Global Manufacturing Operations & Council at Johnson Controls Inc.
Ricardo moved to Wisconsin, USA, with his wife, 10 years ago.
Stuart Janzen is Senior Solutions Architect at Pethealth Insurance, Inc. , where he was recently selected as a 2017 OPEX Week award finalist for his work in transforming a highly ineffective claims process by automating 98% of the tasks, reducing labor by 65%, elimination 100% of duplicate data entry, vastly improving customer satisfaction, and speeding the entire process up by 75%.
For the last 18 years, Stuart has been creating efficient solutions within BPM framework and environments. By identifying and analyzing poor processes, Stuart has created and implemented new transformative processes in the transportation, education, health care, manufacturing, oil and gas, government, banking and insurance industries.
Marsha Maldonado is a Sr. Business Improvement Lead in Business Improvement at Turner. Business Improvement is a team of internal consultants who deliver high-impact management consulting and program management services to initiatives associated with enterprise-wide continuous improvement. Recent initiatives include working with senior management on organizational redesign, process transformation, technology implementation, and merger integration. Marsha’s consulting career spans 17 years.
Marsha joined Turner and Business Improvement in 2004. Prior to working with Turner, she spent over 5 years in management consulting in a leadership role at PricewaterhouseCoopers (PwC) Consulting and IBM Global Services. Her project work spanned multiple industries with a focus on financial transformation, including performance management, budgeting and forecasting redesign, and cost reduction initiatives. Prior to consulting, Marsha managed an Investment Operations accounting team at Prudential Insurance Company. Marsha holds an MBA from Duke University - Fuqua School of Business.
Dr. Kirchmer is a visionary leader, thought leader and innovator in the field of Business Process Management (BPM), combining his broad practical business experience with his extensive academic research. He has added significant value to organizations of various sizes and industries in an international environment.
Most recently, Dr. Kirchmer co-founded BPM-D, a company focused on establishing and applying the BPM-Discipline for strategy execution in a digital world. BPM-D was named by CIO Review one of the 20 Enterprise Architecture solution providers to watch and by InsightsSuccess one of the 50 most valuable Tech Start-ups in the US. Before he was Accenture’s Managing Director & Global Lead for BPM and CEO of the Americas & Japan for IDS Scheer, best known for its ARIS software.
Dr. Kirchmer remains involved in academia as an affiliated faculty member at University of Pennsylvania, Widener University, Philadelphia University and guest professor at the Universidad de Chile. In 2004, he received a research and teaching fellowship from the Japan Society for the Promotion of Science. Dr. Kirchmer has published 6 books and over 120 articles.
Dr. Kirchmer holds a PhD in Information Systems from Saarbrucken University, Germany, a Master in Business Informatics from Karlsruhe Technical University, Germany, as well as a Master in Economics from Paris-IX-Dauphine University, France.
Larry E. Fast is a veteran of 35 years in the wire and cable industry, 27 of those in senior management roles at Belden for 25 years and General Cable for 10. As Belden’s VP of Manufacturing he led a transformation of plants in the late 80s and early 90s that included cellularizing about 80% of the equipment around common products and routings (known today as value streams) and the use of what we now know as Lean and Six Sigma tools.
His book, The 12 Principles of Manufacturing Excellence—A Lean Leader’s Guide to Achieving and Sustaining Excellence, 2nd. Edition, was released September, 2015 by CRC Press, Taylor & Francis Group, as a Productivity Press book. The original book, a best seller, was published in October, 2011. Fast holds a Bachelor of Science degree in Management and Administration from Indiana University.
In 1997 he joined General Cable Corporation (GCC), one of the world’s largest wire and cable companies. As the Senior Vice President of Operations, Fast launched a manufacturing excellence strategy in 1999 that became an enterprise-wide priority in 2001. After a 1999 acquisition he had 28 plants reporting to him as well as Corporate Sourcing, Quality, Manufacturing Systems and Advanced Manufacturing Engineering. Later as plants were consolidated to less than 20, he was given expanded responsibility for the North American Supply Chain. Since the launch of the Manufacturing Excellence strategy at GCC in 1999, there have been 34 Industry Week “Best Plants Finalists including 12 “Best Plants” winners since 2001.
For nearly 25 years, Rob and his team have been helping organizations “get people on the same page” for deploying Lean, Six Sigma, Operational Excellence, and Project Management. OpusWorks has pioneered the wise, and customized, application of advanced blended learning and execution technologies so customers can accelerate skill-building, propel culture change, and increase ROI.
Rob began his career with IBM and he is a graduate of Emory University in Atlanta.
Gordon Tredgold is a former business and IT transformation expert who has successfully delivered $100m programs, run $300m departments and led teams of 1000 staff for Fortune 100 companies. Now he is an International speaker, published author, executive and business coach. His mission is to help people and business deliver amazing results.
Gordon has lived and worked in UK, Belgium, Holland,Czech Republic, US and Germany, and has served as CIO for Asia Pacific, CIO for USA and been Global Head of Service Delivery serving 48,000 customers world wide. He has experience of working Banking, Utilities, Telecoms, Logistics Manufacturing/CGP. Which gives him global and International experience across many sectors, and cultures all of which has helped him identify pragmatic solutions that work and improve operational performance in every environment. Check out his book FAST 4 Principles Every Business Needs To Achieve Success and Drive Results.
As the Director of Innovation Programs and Strategy at Cisco’s Corporate Strategic Innovation Group, Alex Goryachev leads a team responsible for driving co-innovation through the company’s ecosystem of its Cisco Innovation Center Program, entrepreneur partner community, and company employees. In addition, Mr. Goryachev is responsible for driving Cisco’s global Innovation Grand Challenges and overseeing Cisco Technology Radar, which identifies emerging technology transitions to shape internal and external innovation strategies.
Prior to assuming his current position, Mr. Goryachev was Director of the Cisco Innovation Center Program, an initiative he launched in 2013 and that has grown it into nine development hubs in major cities worldwide. At these hubs, Cisco brings together customers, partners, startups, accelerators, governments, research communities and universities in a lab setting to discover, develop and implement game-changing, outcome-based solutions in vertical markets.
Since joining Cisco in 2004, Mr. Goryachev has also held key roles in defining and operationalizing several high-profile Cisco initiatives, such as development of the company’s Country Transformation plan, which included leading the Country Transformation plan for Cisco in Russia. He also held senior roles in development, marketing, finance and channels organizations at Cisco.
Prior to Cisco, Mr. Goryachev had a successful consulting career with extended assignments at Napster, Liquid Audio, IBM Global Services and Pfizer Pharmaceuticals.
Alex Goryachev holds a masters degree in international economics from the Moscow Institute of Social Sciences. His awards include the IDC Award for Best Practices in Marketing Dashboard Development.
Patrick Downey is currently the Innovation Portfolio Manager at Kimberly-Clark in the North America Baby and Child Care organization. He has responsibility to ensure a robust and balanced innovation pipeline exists for iconic brands such as Huggies and Pull-Ups. Patrick has worked at Kimberly Clark for 15 years in various functions including Quality Management, Safety, Process Engineering, and most recently Lean Deployment.
Prior to his current role, Patrick spent the past 9 years learning, applying, developing, teaching and coaching continuous improvement initiatives in manufacturing, supply chain, and staff environments. He is well-versed in leadership capability building, kaizen facilitation, strategy deployment, cross-functional problem solving, and development and implementation of management systems. Patrick has never met a process he didn’t want to try and improve.
Patrick earned a Bachelor of Science in Chemical Engineering from Michigan Technological University in 2001, and a Master of Science in Project Management from The George Washington University in 2008, and has worked for Kimberly-Clark his entire career. He currently resides in Neenah, Wisconsin with his wife and two children. In his spare time, Patrick likes to get out on his road bike.
Chantrelle Nielsen runs product research for Workplace Analytics, a new software category built on the 70 million-person Office365 dataset. She came to Microsoft as part of the acquisition of VoloMetrix, where she led various functions as the startup scaled including Strategy, Product Management, Customer Solutions and Marketing. She has been published in the Harvard Business Review and quoted in the Wall Street Journal about this work. She holds an MBA from the MIT Sloan School of Management and an MLIS from the University of Washington.
Stefana Saxton serves as a Business Excellence Innovation Leader for Business Excellence (BEx) at Black & Veatch where she works with internal and external clients to identify, prioritize, and execute mission critical business improvements and innovations that add value to the company, its business partners, and clients globally.
She has worked with clients in healthcare, finance, engineering, programs, operations, information technology, manufacturing and development.
Prior to her current role, Saxton held leadership positions in Department of Defense (Alliant Techsystems), aerospace (Ultrax Aerospace), Department of Energy (Honeywell FM&T), and telecommunications consulting (Akinnovate). She holds Bachelor Degrees in Electrical Engineering and Music, and a Master in Business Administration. She is a certified Lean Six Sigma Black Belt and Project Management Professional (PMP) and has supported STEM activities as a FIRST FLL robotics coach since 2009.
Zal Pezhman is Vice President & General Manager at KAP IT, creators of iObeya™ Digital Visual Management.
He is responsible for the continued evolution of iObeya’s go-to-market strategy and focused on international business development beyond the French domestic market, notably in EMEA, the USA and Japan (the birthplace of oObeya).
During his tenure, he has developed numerous strategic alliances with Lean Consulting organizations, and has accompanied over 80 large enterprises in their deployment of (Digital) Visual Management across over 20 countries. Although not a certified expert in Lean and Agile Management, or Continuous Improvement tools and methods, he is delighted to be participating in such a showcase event with such venerable participants and fellow speakers. His exposure to the challenges of true cross-enterprise collaboration will help shed light on the reasons for the accelerated adoption of Visual Management for many global organizations.
Previous to KAP IT, Zal’s 20 years of experience in IT include diverse expertise in Sales, Marketing and Strategic Alliances internationally with market leaders like HP and SMART Technologies, as well as niche best-of-breed specialists including Orsyp and ClickSoftware.
Zal is bi-lingual and earned an Bachelor of Arts in International Business Management from the University of Newcastle-Upon-Tyne in the UK in 1994, followed by an MBA from ESC Grenoble in France in 1996.
He lives just to the south of Paris, France with his partner and 2 young children and spends any spare time exerting unspent energy outdoors on his mountain bike, or hiking.
Nathan Barnett drives go-to-market activities for Workplace Analytics, where he works across Microsoft functions and with industry thought leaders to establish a new product category focused on organizational and behavioral analytics. He previously led marketing operations at VoloMetrix, a Seattle-based startup that helped Global 2000 organizations define transformation and productivity strategies by leveraging behavioral analytics. VoloMetrix was acquired by Microsoft in 2015.
Gary Muszynski is an organizational development consultant and musician influenced by neurological research and how it can be applied to leadership, collaboration, change and creativity. He is also the founder and CEO of Orchestrating Excellence, a global team and leadership development firm that leverages the power of play for culture change and innovation. Gary and his team works with companies such as Pixar, Genentech, Kaiser, Electronic Arts, Bank of America, McKesson, HopeLab, and Xerox PARC, and has presented immersive learning programs and interactive keynotes for Fast Company, Apple University, and the Stanford Graduate School of Business.
Dan Sullivan serves on the TBM Board of Directors and leads the firm’s North American consulting operations. Prior to joining TBM, Dan served as Director of Body Engineering at Nissan Motor Manufacturing Corporation and was responsible for establishing Nissan’s shop floor improvement system and leading the launch of Nissan’s first automotive plant in North America. He is recognized for his deep experience in establishing leadership and management systems that support sustainable high performance. Dan is adept at motivating teams and has remained a trusted advisor to many executives.
Most recently, Dan has worked directly with senior leaders at Pactiv Corporation, Carlisle Companies and Euramax International to implement lean business systems, drive cultural change, and align continuous improvement initiatives to key strategic objectives.
Paul Docherty started his career in Marconi, where he held a wide range of senior management roles covering manufacturing, IT, sales, product development, project management, Operational Excellence and corporate strategy as well as having P&L responsibility for the growth of a regional telecoms equipment business.
Passionate about helping organizations to execute more effectively, Paul's deep understanding of the challenges of establishing robust strategy execution disciplines comes from his experience coaching senior management teams in over 100 global organizations. He is a regular speaker at conferences and has delivered keynote presentations at annual Operational Excellence and Process Excellence summits and at the thought leader global annual Strategy Execution conferences. Regularly averaging over 500 registrants for each of his quarterly webinars on Strategy Execution Best Practices, Paul is the architect of the Strategy Execution Maturity Model which has been used by hundreds of global organizations to benchmark their strategy execution capabilities.
In addition to his role as a thought leader in the Strategy Execution space, Paul is also the founder and lead facilitator of the Strategy Execution Consortium – a group of 40+ Global 2000 companies that meet annually on both sides of the Atlantic to share and benchmark Strategy Execution Best Practices.
In 2001, Paul founded i-nexus with the goal of building SaaS software that could help organizations successfully manage the complexity involved in translating their vision into reality. This software is now the "de facto" standard for large enterprises when it comes to driving execution of their strategy. Paul holds an MEng. in Computer Systems and Software Engineering from the University of York and an MBA from the University of Warwick.
Hauke joined Ten-X in November 2014 as SVP, Operational Excellence. He oversees Operational Risk, Change Management, and Project Management for the Residential Business with focus on delivering integrated customer centric solutions that make real estate transactions transparent and simple.
Prior to joining, Hauke was vice president of enterprise project management at Ocwen Financial. Earlier in his career, Hauke held leadership positions with State Street Bank, Systems Evolution, Management Engineers and Bose Corporation.
Hauke holds a Masters in Mechanical and Process Engineering from the TU Darmstadt, Germany and a Masters in General Management from Harvard.
Michael Hughes is a senior director in West Monroe Partners’ Operations Excellence practice and leads our Organizational Strategy and Change Management solutions, based in Chicago. He has more than 23 years of experience navigating all facets of change to deliver technology-enabled business transformation programs across an array of industries.
Michael Hughes is a highly regarded business transformation executive with expertise in the areas of strategy, leadership development, performance management, change management, organizational design/alignment, training, culture change, business planning, IT strategy, and process design/improvement. An accomplished senior consultant with a unique blend of business and technology acumen, he has substantial experience coaching and mentoring management teams and executives through business planning and through the process of leading change and transformation.
A former Research Director at leading IT industry analysis firm Gartner, Mark has an extensive background in enterprise architecture, business process management and change management, having held executive positions with a number of technology companies.
Mark has authored or co-authored four books on business and process management, including “Thrive! How to Succeed in the Age of the Customer” and “In Search of BPM Excellence” and “People Centric Process Management. Widely respected for his knowledge and views on business change, he is the creator of “Next Practice” and has variously been described as a ”BPM Guru”, a “Thought Leader” and a “Master of Mindset”.
Mark is passionate about the people aspects of change, he has spent much of the last ten years travelling the world, learning, teaching and researching the cultural aspects of change and how executives perceive business and process improvement In this capacity he has literally taught hundreds of people and been fortunate to interview and interact with many CEO’s .
Mary H. Sylvester, Global Client Advisor for Ricoh USA, Inc., has 25+ years of pharmaceutical and healthcare leadership experience (Merck & Co., Inc. and Boehringer Ingelheim, Inc.) utilizing program, process, and change management methodologies to innovatively solve business challenges and drive transformation. She has expertise in leading large organizations through transformation to achieve organizational efficiencies, align strategic priorities and improve business process agility. Sylvester helps customers achieve information mobility through organizational change management, governance, risk, and compliance, and business process excellence.
Sylvester serves on the board for Healthcare Businesswomen’s Association Metro Chapter and Association of Change Management Practitioners. She was also deeply rooted in defining, designing, developing, and delivering the Certified Change Management Professional’s™ (CCMP™) Certification, as well as connecting academia and global business organizations to drive change.
Sylvester holds a Doctorate in Organizational Development from Capella University, an MBA in Pharmaceutical Marketing from Saint Joseph’s University and two Bachelor of Science degrees from Texas Lutheran College in Business Administration (dual majors in Marketing and Management) and Chemistry. She is a certified Lean Six Sigma Master Black Belt (CLSSMBB) from Villanova University and a Certified Change Management Professional™ (CCMP™) through the Association of Change Management Professionals (ACMP).
Geoff is the founder of C5 insight. Twice named to the Inc. 5000 list of fastest growing businesses, C5 Insight is a consulting firm that helps companies plan and implement customer experience management and employee engagement projects and technologies.
His speaking experience ranges from keynotes to corporate training events to workshops for events like EuroForum, Digital Summit, High Five, the Direct Marketing Association, CRMUG Summit, and LawTech. His thoughts on relationships in the digital age have been seen and heard in a number of venues including National Public Radio, USA Today, BusinessWeek and The New Zealand Direct Marketing Journal.
Ernie served in the US Navy for 22 years as a fighter pilot and test pilot. He commanded and successfully turned around multiple F/A-18 squadrons, including the largest in the Navy, where he was responsible for leading a diverse workforce of 1300 employees and 117 aircraft to train 60% of the Navy’s fighter aircrew. In this role, he reduced Operations & Maintenance costs by 36% in just one year while simultaneously restoring to service over $3.6 billion worth of high-performance aircraft and increasing pilot production by 44%.
Today, Ernie is a Manager for Wilson Perumal & Company where he leads the company’s execution practice helping organizations achieve operational excellence through proactive management of their culture and focusing on fully integrating the business strategy with the company’s management system and culture. Ernie has a Master of Science degree in National Resource Strategy from the National Defense University, Eisenhower School; a Master of Science degree in Aeronautical Engineering from the Naval Postgraduate School; and a Bachelor of Science degree in Aerospace Engineering from the University of Colorado. He is also a graduate of the US Naval Test Pilot School.
Stephen is Managing Partner and co-founder of Wilson Perumal & Company. His new book, Growth in the Age of Complexity, will be published later in 2017. Stephen works with senior leadership teams in corporations and private equity, advising them on critical strategy and operations issues. Stephen has written extensively on the topics of growth strategy, cost-competitiveness, organizational development and in particular, on the issue of competing in today’s complex world. He is co-author of Waging War on Complexity Costs (McGraw-Hill, 2009).
At WP&C, Stephen works closely with CEOs, COOs and other corporate leaders around the issues of optimizing the portfolio and customer offerings, simplifying and aligning a company’s operating model, and developing growth strategies that achieve scale and profitability. He works across industries, and has particular depth in Consumer Goods, Industrial Goods, Manufacturing & Retail.
Stephen began his consulting career with Marakon Associates, a strategy consultancy, then spent six years with George Group Consulting, joining as a Senior Consultant and rising to election as Principal, as part of the Global Leadership Team. He was a founding member of its Operations Strategy practice, led the development of the European business and was leader of George Group's intellectual capital initiatives. Upon the acquisition of George Group by Accenture, Stephen became Partner. He left to found Wilson Perumal & Company, Inc. Stephen is a contributor to journals such as Chief Executive magazine, CNBC.com and Investors Business Daily. He holds an MBA from The Wharton School in Finance and Strategic Management and resides in Dallas.
John King is a Continuous Improvement Chief Engineer for Northrop Grumman Corporation where he is responsible for Implementation of large scale transformational improvement projects and training of Continuous Improvement Techniques including Lean and 6 Sigma processes.
John is an industry veteran with over 25 years of experience in Manufacturing, Operations, Supply Chain, and Quality management in a number of industries including consumer products, automobiles, aerospace, communications, and capital equipment manufacturing. Much of this experience has been in the areas of cost reduction and process improvement. John has made several presentations of the results of his work in Process Improvement and Lead Time Management at regional, national, and International conferences.
John is a 6 Sigma Master Black Belt, a licensed Professional Engineer, and he serves on the Board of Directors of the Maryland World Class Consortia. He is also a graduate of Georgia Tech (Bachelors and Masters Degrees in Mechanical Engineering) and Loyola University of Maryland (MBA).
For the past 3 years, Joel has run the OpusWorks Corporate Customer Council and served as a strategic advisor to the company. Previously, Joel served as the Executive responsible for AT&T’s Quality Management System Center for Excellence (QMS-COE) where he and his team delivered over $2B in financial benefits. The ultimate mission of his organization was to drive a deeper ‘customer first’ culture across AT&T by creating a common quality management framework, providing expert guidance, and building a sustainable Quality infrastructure. Joel is a graduate of the Texas Tech University where he earned his B.S. in Civil Engineering.
John Vance is an experienced PRINCE 2 certified program, project, and change manager whose deep experience is built upon a well-rounded career in information technology and management consulting. He has worked with a variety of organizations to design and implement successful technology-enabled business transformation solutions related to customer relationship management and marketing, business process improvement and redesign, ERP strategy and implementation, technology and shared services planning, e-commerce platform development, and many other disciplines.
A native of the United Kingdom, he has worked in both Europe and the United States and completed projects across those areas as well as Asia. John’s experience spans a number of sectors, including the banking, insurance, retail, consumer products, energy, transportation, and automotive industries.
Andrei is an advisor to senior leaders in both industry and government and an innovative thinker on complexity, strategy, and operations. He has deep business and technical expertise across a variety of disciplines, and draws from his broad base of experience to help clients solve their most critical strategic and operational issues. He is a co-founder of Wilson Perumal & Company and co-author of Waging War on Complexity Costs (McGraw-Hill).
After graduating with his engineering degree from MIT, Andrei excelled in the US Navy's Nuclear Power Program. There he learned the fundamentals of managing and eliminating risk in complex systems. Following the Navy, Andrei worked at Beal Aerospace Technologies—an ambitious private rocket venture under Texas billionaire Andy Beal—where he oversaw the successful design, construction and operation of a propellant grade hydrogen peroxide concentration plant. He was also a Director of Strategic Operations for Beal Bank, one of the most profitable banks in the nation. Additional operations, leadership, and client experience comes from time at Bain Consulting and the George Group.
Kimberlee Williams, President - Center for Strategy Realization, is an executive leadership consultant and coach to multinational Fortune 100 companies on how to successfully deliver on revenue growth, customer, and shareholder commitments during major transformation. Her research shows that despite effective strategic plans, scorecards, performance systems, and tracking technologies it is leader beliefs, behaviors, and capabilities during times of change that ultimately determine whether or not the company’s financial goals will be realized.
Kimberlee works with global business leaders and their teams to develop the execution capabilities they must leverage to deliver on their most audacious initiatives. Her focus includes strategy execution, culture transformation, organization realignment, change leadership effectiveness, human capital/talent development, and business process redesign.
Previously, she served in Merck & Company’s Strategy Office as the Global Head of Change Execution for the $46bb/90,000 employee base. She was also Executive Director - Strategy, Operational Excellence, & Change for the $4bb Global Services & Information Technology business unit and is a certified Lean Six Sigma Black Belt and Master Change Agent. Kimberlee's approach to leading transformational change has enabled more than $4.5bb in business value in 18 industries. She lives on the beautiful Hudson River waterfront across from Manhattan.
Jon Sapir is the Founder and CTO of Work-Relay. After starting out as a system engineer for IBM South Africa some 30 years ago, Jon has built several successful software engineering firms. In 2006, Jon started SilverTree Systems, Inc. as a cloud consulting and application development company with clients that include Adobe, Joyent and Docusign. In 2014, Jon started Work-Relay. Work-Relay is a unique Business Process and Work Management product for companies with complex processes that look to leverage data stored in their Salesforce platform. Jon has written a number of books about the Salesforce platform, process management, and Shadow IT.
Luis has more than 20 years of global operational excellence experience in multiple industries ranging from manufacturing (medical devices, industrial products) to supply chain (distribution and logistics) to financial services (banking, insurance) and renewable energy, including management consulting. Currently a partner with CTI Partners, a boutique consulting firm focusing on Strategy, Operational Excellence, and Technology.
Luis began his career at GE as a Black Belt engineer leading the Six Sigma deployment in Mexico and US. He has led end-to-end business transformations at Countrywide Financial, Ingram Micro, Cardinal Health, and SunEdison leveraging continuous improvement methodologies such as Lean and Six Sigma to improve productivity. At McKinsey & Co., he served as an Implementation Leader in the Americas to help clients design and execute performance transformations in Healthcare, Food manufacturing, Oil and Gas, Pharma, and Electronics.
Redesigned the Client Onboarding and Servicing experience for the Treasury Management and Payment Services functions of a super regional commercial and retail bank. By envisioning the new Client Journey, Brent helped the bank to redefine their guiding principles, how they deliver an exceptional experience, and streamline their operating model; ultimately gained through targeted improvements and a multi-year technology implementation, the bank will leverage standard processes to deliver a tailored experience with 50-80% reductions in manual or redundant activities.
Brents is responsible for desigining and helping to build the new "LeanCX" offering that ties together Customer Experience groups with their Operations counterparts to best deliver solutions and products to the end customer in the most efficient way possible. By linking the groups, clients are able to co-invest their strategic budgets on only those projects that impact the customer and business alike.
In his role as Director of North American Sales at Everteam, Dan helps his customers succeed in rapidly transforming their business through process automation. He has authored several articles on business transformation and improving customer experience and recently authored a white paper entitled “The CIO’s Guide to Business Transformation with Process Automation”. Dan resides in Greenville, SC with his wife Becky, their 3 boys (Danny, Ben, and Titus) and 1 girl (Tori), 2 dogs, a cat, fish and various other pets and enjoys coaching basketball and planning vacations.
Gregory Carrette has a track record of more than 10 years in the field of Operational Excellence. He’s primarily worked in Banking, Insurance and Pharmaceuticals within (Service) Operations, IT, supply chain, etc. both as an external consultant for e.g. McKinsey&Co and leading Operational Excellence within a mid-size pharmaceutical corporation. He gathered expertise throughout international assignments in Hong Kong, the US, Sweden, France, Germany, Poland, the Netherlands and Belgium demonstrating a deep understanding of the cultural implications of embedding Operational Excellence in diverse corporate situations. He is passionate about developing people and achieving sustainable results. He’s a keen traveler, a foodie and a busy dad.
Jorge Quintana was named Labor Finders Chief Information Officer in September 2014. As the Chief Information Officer, Jorge is responsible for the company's information systems and technology infrastructure. Jorge’s long and distinguished career with Labor Finders began in 2001 as a consultant, which quickly led to him being named Director of IT.
With over 25 years of experience in the enterprise, software and consulting industries; he brings real world experience to Labor Finder's in-house technology infrastructure, assuring delivery of the highest levels of customer, partner and employee satisfaction and results.
Prior to joining Labor Finders, Jorge was a Senior Consultant for Novell Inc. where he was a member of the consulting services unit providing custom software solutions to global 2000 companies. Before joining Novell, Jorge managed multiple software development teams with Cambridge Technology Partners, a leading consulting firm of the 1990s. Prior to his relocation to the United States, Jorge also had a successful career in his home country of Mexico, holding various consulting and managerial positions in Information Technology.
Jorge holds a Bachelors’ Degree in computer science from Universidad Del Valle De México.
Anthony Nazzaro is a CohnReznick LLP Principal with more than 30 years of experience working in strategy, operations and technology. He specializes in managing growth for organizations, including operations, reporting, and technology, in startup, operating, and distressed environments.
He is known for employing initiatives that will transform the business, including experience with innovation in operational excellence utilizing technology as a strategy enabler and to provide flexibility to support future business strategies.
- New Jersey Institute of Technology: Bachelor of Science, Electrical Engineering
- University of California: Masters of Business Administration
Joseph DeGennaro is a senior manager with CohnReznick Advisory who specializes in management and technology consulting. He is an experienced business analyst and project manager with a concentration in strategic transformations and experience in information technology (IT). Joe rejoined CohnReznick following more than six years as a director at Viacom Inc.
A leader in our Business Transformation Practice, Joe has extensive experience project managing a variety of fluid, complex, and multi-faceted strategic initiatives for mid-market companies as well as Fortune 500 organizations. He has experience leading operation, finance, and financial planning and analysis transformation projects in diverse industries such as publishing, commercial real estate, public sector, distribution, non-for profit, and energy. In addition to managing business transformation engagements, Joe is adept at conducting operational assessments, having led a rapid operational assessment for a quasi-public owned agency across a wide scope that included cash flow projections, insurance coverage needs, governance assessment, energy markets evaluation, and property valuations.
Joe also directed strategic program designs and process redesign projects. As an experienced project manager, he has also worked on multiple technology selections and subsequent system implementations, including SAP. During his time at Viacom, Joe assumed responsibilities for the global finance transformation initiative.
After finishing his M.S. in Applied Mechanics at the Technische Universität Chemnitz, Germany, Joerg was enlisted in the program for future business leaders of Robert Bosch GmbH in 1994. During this program he had his first exposure to the United States on a 6-month assignment. After finishing the leadership program he worked in special machine design capacities for the packaging machinery division and the automation division of Bosch. His focus became the car electronics assembly for ABS braking, ESP, and engine management.
Engineering and continually improving products and processes has been on his agenda for decades. In the late 1990’s he led the development of modular assembly lines for Robert Bosch GmbH in Germany.
In 2001 he and his family relocated to Atlanta to oversee the implementation and ramp-up of multiple manufacturing lines for daily contact lenses for Ciba Vision.
After completion of this assignment, Joerg started his own consulting business, which he built until 2011, when he was offered to join Schuh Complexity Management, Inc., a former client of his company.
During his career he has successfully led projects in Germany, USA, Mexico, Poland, Wales, Spain and Singapore.
Joerg lives with his wife Tracey and his daughter Jennifer in Atlanta, GA and follows the German Fussball Bundesliga in his spare time.
Mike Baum runs Business Development at Strategy within the product group of Microsoft Workplace Analytics. He is responsible for new go-to-market and partner strategies that drive value and innovation. Workplace Analytics utilizes signals from the collaboration tools that we use every day. The solution combines behavioral analytics and data science to provide actionable insights into how work gets done and how teams collaborate. Prior to joining Microsoft, Mike held business development positions at innovative technology companies and spent considerable time in strategy consulting.
John Vance is an experienced PRINCE 2 certified program, project, and change manager whose deep experience is built upon a well-rounded career in information technology and management consulting. He has worked with a variety of organizations to design and implement successful technology-enabled business transformation solutions related to customer relationship management and marketing, business process improvement and redesign, ERP strategy and implementation, technology and shared services planning, e-commerce platform development, and many other disciplines.
A native of the United Kingdom, he has worked in both Europe and the United States and completed projects across those areas as well as Asia. John’s experience spans a number of sectors, including the banking, insurance, retail, consumer products, energy, transportation, and automotive industries.