Speakers by Track
Senior Director, Global Process and Capability Excellence
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Chief Innovation Officer, Engineering
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Vice President, TSSC
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First Vice President, Strategy & Analytics
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Global Director, Lean Enterprise
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VP Product Integration
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Lean Enterprise Leader, Corporate Information Services
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Sr. Vice President, Operational Excellence
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Bob leads the GCI team for Walmart, Inc. He has responsibility for the global CI CoE, to include governance, service delivery models, toolkits, and measurement tools for the enterprise. The work involves Lean, Six Sigma, Business Process Management, Business Project/Program/Portfolio management methodologies and support structures. Bob has over 20 years of deep Lean, Six Sigma, Portfolio/Program/Project management leadership in Manufacturing Government, Financial Service, Technology, Staffing and Retail industries.
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.
James “Jamie” Bonini is vice president of TSSC at Toyota Motor Engineering & Manufacturing North America, Inc. (TEMA), located near Cincinnati in Erlanger, Kentucky. TEMA supports Toyota's engineering and manufacturing operations in North America.
TSSC is a not-for-profit corporation affiliated with TEMA which shares Toyota Production System (TPS) know-how with North American organizations that have a true desire to learn and adopt TPS; as a way to strengthen their production system.
Bonini began his career with Toyota in 2002, as assistant general manager for TSSC, responsible for planning and leading shop floor improvement activities. He later joined Toyota Motor Manufacturing, Kentucky’s powertrain group as assistant general manager responsible for V6 and four cylinder engines as well as axle production, quality and safety.
From 2004-10, he served as general manager for TEMA’s supplier commodity engineering (SCE) division which leads new model projects and mass production supplier development projects in North America. His duties included managing supplier parts for new model preparations as well as mass production models.
Prior to joining Toyota, Bonini worked at DaimlerChrysler where he held a variety of roles including the company’s cost management group and new model projects at three assembly plants in North America. He also held key positions with Tritec Motors and the Pilette Road Truck Assembly Plant in Windsor, Ontario.
He obtained a Bachelor of Science in Mechanical & Aerospace Engineering from Princeton University (1985), a Master of Science in Mechanical Engineering from the University of California at Berkeley (1987) and two Master of Science degrees in management and material science engineering from the Massachusetts Institute of Technology (1992).
Sayeed serves as First Vice President of Strategy & Analytics for Wells Fargo Advisors which is the financial advice and brokerage business of Wells Fargo. In this role, he leads strategic efforts around growing the business (measured by revenue, client assets and profit) and managing risks (ensure Financial Advisors act in the best interests of client, review investment portfolio risks, and reduce any legal and settlement costs).
He has 15 years of leadership experience in financial services, banking, and technology industries in various functions of strategy, finance, M&A, marketing, sales, software products development, and technology promotion. He has increased profitability, generated growth, managed risk and led cultural change on multiple occasions. Prior to joining Wells Fargo, he managed $6 million annual revenue digital product component for IBM as a Technology Consulting and Strategic Planning Manager. He has been an invited speaker at multiple industry conferences (Digital Strategy, Financial Services & Technology) and academia. He has published 2 technical articles and filed a patent/disclosure. He also serves as a board member and committed leader for non-profit organizations (~ $100 million total annual budget) in the Greater St. Louis Area (Illinois and Missouri).
He is a Wharton Fellow at University of Pennsylvania - The Wharton School. He earned a master of business administration degree in finance and strategy from Washington University in Saint Louis. He also holds a bachelor of technology degree in mechanical engineering with minor in economics from Indian Institute of Technology Kanpur.
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.
Rich joined BMW in 1993 and has worked in various functions within vehicle assembly and product launch throughout his career. During the early years of BMW’s plant in South Carolina, he served as Quality Manager for the initial 3 series and Z3 launches. He also served as Planning Manager during the planning phase for the first generation X5, Assembly Manager for Z3/Z4 production, and Assembly Project Leader for the first generation Z4.
In 2004, Rich and his family moved to Munich, Germany while he worked as Plant Project Leader for the second generation X5. In 2009 Rich became Vice President of Assembly and Logistics for the South Carolina plant.
In 2015, to support the plant’s continued growth, Rich assumed his current role as Vice President of Product Integration, responsible for the integration of all new vehicle projects into BMW Plant Spartanburg.
Rich has his Bachelor’s Degree in Mechanical Engineering from General Motors Institute and an MBA from Clemson University.
Prior to joining BMW, Rich worked for GM’s Buick Transmission Division in Flint, Michigan and Nissan Motor Manufacturing Corp in Smyrna, Tennessee.
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.
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.
Customer Experience Excellence
Managing Director, Enterprise Performance Improvement
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Vice President, Deputy Head of Global Process Excellence & Lean
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Head of Strategy and Planning, Clearing & Custody Solutions
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Vice President; Performance & Process Improvement
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David K. Robinson
Director, Organization Excellence
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Director of Operational Excellence for Global Shared Services
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Dennis Deas is a Managing Director for Kaiser Permanente’s Care Management Institute, Health Systems Performance (HSP) Team, responsible for leading Performance Improvement implementation in Care Delivery. He has over 25 years of diversified experience in performance, process improvement and business transformation.
Dennis has been with KP for 15 years and in his national role for 6 years. Prior to joining the national team, he was the Director of the KP Colorado Integrated Lean Six Sigma Team to include physicians, health plan team members, and labor team members, the team completed over 80 Lean Six Sigma projects; he also led the Strategic Management Consulting (SMC) Primary Care & Specialty Care Teams.
He has worked as a Senior Manager, Principal, and Director for several large external consulting firms including Cap Gemini, Ernst & Young, Gemini Consulting, and Accenture. Dennis served in the US Air Force as a Management Engineer for 20 years specializing in A-76 Cost Comparison studies and Lean application for the Health Care and Budget fields. He completed the USAF Management Engineering Academy. He has a MBA in Business Administration and currently working on a Doctorate of Business Adminstration, Master Black Belt in Lean Six Sigma, and is Accelerated Implementation Methodology (AIM) certified.
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.
Jane Stackpole is a senior marketing and strategy executive with a track record of driving big-picture objectives and bottom-line results. She has broad experience in B2B and B2C marketing, product and strategy at leading financial services and technology companies. She is passionate about customer experience, data-driven decision-making and building for scale.
Ms. Stackpole is currently Head of Strategy and Planning for Fidelity Investments’ Clearing and Custody Services (FCCS). She leads the teams responsible for FCCS’s growth strategy and strategic initiatives as well as FCCS’s response to the DOL’s landmark fiduciary investment advice rule.
Prior to joining Fidelity, Ms. Stackpole held several senior marketing roles at Silicon Valley Bank (SVB), the leading commercial bank serving the technology, life science and venture capital industries. At SVB, she was a member of the Commercial Bank Steering Committee and led teams responsible for marketing strategy, segment and product marketing, market research, CRM and customer analytics. She is perhaps best known for leading SVB’s business model transformation, using data-driven approaches to enhance the customer experience and accelerate growth.
Earlier in her career, Jane held leadership roles in strategy and marketing at several prominent consulting and financial services firms, including Oliver Wyman, E*TRADE Financial and Charles Schwab.
Ms. Stackpole received her Bachelor of Arts with honors in Social Studies from Harvard University and her MBA from the Amos Tuck School of Business at Dartmouth College. She holds FINRA Series 7, 24 and 63 licenses.
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.
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.
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.
Associate Vice President, Continuous Improvement and Consulting
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Dr. Sandy Furterer
Associate Professor, Department of Engineering Management, Systems & Technology
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Executive Vice President, Supply Chain & Production
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Vice President Operations
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Chief Process Officer, Latin America
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Assistant VP of Continuous Improvement
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Shingo Award-Winning Author, Founder
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Dr. Mathias Kirchmer
Managing Director & Co CEO
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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.
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
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.
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.
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.
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.
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.
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.
Lean Transformation Leader
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Global Innovation Framework Leader
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Lean Champion, Book Author and Shingo Prize Winner
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Vice President and Director, Business Excellence
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Director of Operational Excellence
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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.
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.
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
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.
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.
VP Process Excellence & innovation
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Senior Business Improvement Lead
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Head of Portfolio Business Process & Systems, Portfolio Strategy & Management
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Global Head of Business Transformation Office and Zero Based Budgeting
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Vice President of Business Improvement
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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.
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.
Ms. Tauber has over 20 years of experience leading business and technology transformation initiatives, both as a consultant and within industry. She has led business process and technology transformation teams in multiple biopharma organizations and is currently responsible for the AstraZeneca drug portfolio management system and related processes, including cross-functional data integration/integrity and portfolio analysis. She has also initiated and expanded Operational Excellence organizations and has experience applying multiple business transformation methodologies to complex organizations. She holds Bachelor’s degrees in Economics and Philosophy from Smith College as well as a Master of Science degree in Astronomy from James Cook University.
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.
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.
Chris Carpenter is the Vice President of Business Improvement at Turner. His team of internal consultants deliver high-impact management consulting and program management services to initiatives associated with the continuous improvement of the enterprise. Recent initiatives include working with senior management on large-scale business unit reorganizations, process transformation, technology strategy, merger integration, and organizational redesign. Chris’s consulting career spans 18 years and includes extensive experience advising c-suite executives.
Chris joined Business Improvement in late 2007 but spent the four previous years working with Turner as the lead external consultant on a number of initiatives including a global, finance transformation initiative. Prior to working with Turner, Chris spent 10 years in management and technology consulting, holding a variety of regional, practice‐leadership responsibilities at Andersen Business Consulting, BearingPoint (formerly KPMG Consulting), and 33West. His project work was concentrated in the media & entertainment with a heavy functional focus on CFO advisory services. In addition, Chris led a number of large scale international projects in Europe and South Africa.
Global Continuous Improvement Leader
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Senior Vice President, Business Transformation
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Exec. Director, Global Lean, Safety and CSR
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Director of LCI
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Enterprise Principle Leader, Global Manufacturing Operations & Council
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Head of Continuous Improvement & PMO
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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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Executive Director, Operational Excellence
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Riad (Ray) Ardahji
Sr. Director, Production Engineering, Continuous Improvement
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Founder & President, Pathways to Manufacturing Excellence LLC
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Lean Six Sigma Specialist
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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
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.
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.
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.
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.
Ashutosh is a seasoned Transformation, Strategy and Quality Management professional with experience in Telecommunications, Information Technology (IT) and Financial Services.
He has strong expertise in leading change management and driving business transformation using continuous improvement methodologies like Lean, Kaizen and Six Sigma.
As a Transformation expert, he has led end-to-end improvement projects bringing in more than 50 Million Euro savings globally.
He is a Certified Lean Six Sigma Master Black Belt (CMBB), Certified Manager for Quality & Organizational Excellence (CMQ/OE), Certified Process Professional (CPP), Certified Quality Auditor (CQA), Certified Business Excellence Assessor (CBEA) on EFQM model, and a Certified Software Quality Analyst (CSQA) and a Project Management Professional (PMP).
As a trainer, he has trained more than 3000 experts in various continuous improvement methodologies (lean/ kaizen/ six sigma).
Ashutosh is recognized as an expert in Lean Six Sigma and has been a leading panelist and key speaker at multiple international forums globally.
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.
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
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.
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.
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.
Dr. Terence Banhart
Head of Process and Cultural Excellence
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VP, Enterprise Lean Practices
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Vice President Planning, Architecture, and Strategic Change Management
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Executive Director of Performance Improvement and Outpatient Services
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Global Director of Lean Six Sigma
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Terry Barnhart is Head of Process and Cultural Excellence at Sandoz Inc., a division of Novartis delivering affordable medicines to patients around the world.
His recent book, Creating a Lean R&D System, describes his proven methods for transforming scientific innovation through rapid, low-cost learning. Used successfully at Pfizer, the US Marine Corps, the US Navy, Proctor and Gamble and Lexmark, these methods repeatably double the rate and quality of team and organizational innovation.
At Sandoz, Terry combines organizational development and team dynamics approaches to assess and transform team, function and company culture to support our journey to be the best.
Most recently, Terry has begun working on corporate operating systems. Like computer operating systems, these systems define what can be done in a company and what cannot. This makes corporate operating systems among the most powerful mechanisms in a company. Unfortunately, like computer operating systems, they operate in the background, rarely seen and almost completely misunderstood by users. By creating a framework to assess and ultimately adjust corporate operating systems, companies will be able to deliberately create new growth trajectories for themselves in the same way that iOS and Android radically changed the value of mobile devices.
Dr. Barnhart holds a PhD and worked as a research scientist at GE, a consultant at McKinsey and Company, and an R&D strategist at Pfizer. He lives in New Jersey with his wife, two daughters and an exuberant German Shepherd.
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.
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.
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.
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.
Engineering Excellence Coach, New Product Development
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Chief Operations Strategy Officer
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VP of Operations Excellence
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VP, Process and Project Management
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Director of Lean Transformation
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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.
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.
Dennis is currently A Vice President of Operations Excellence at Baylor Scott and White Healthcare in Texas. BSWH is the largest non-profit Healthcare system in Texas
His has a Bachelor’s degree in Business Finance from the University of Louisville with additional studies at the Gatton School for Leadership.
His Lean experience began at the Toyota Motors Manufacturing plant in Georgetown Kentucky where he served as a Group Leader in both the Paint and Plastics departments as his first exposure to Lean theory and application. Dennis credits this hands on learning from Japanese Sensei’s as critical to his ability to apply Lean concepts in many diverse industries and applications.
He has over 29 Years of Lean experience as a Lean coach, mentor, trainer and Toyota Production Systems Supervisor. He has spent over 18 years as a problem solver and change agent in manufacturing and industries in the United States and abroad. In addition he worked internationally over 5 years in China, Sri Lanka, Egypt and Spain leading organizations and individuals through the cultural change needed to learn, implement and sustain Toyota Production Lean Systems.
Since 2006 I have served as a lean developer and presenter of lean tools and implementation. It has spread from manufacturing, to include transactional, construction and healthcare. He began focusing 100% of his time on the application of Lean in healthcare starting about 2009 and has been employed at Baylor Scott and White since 2012.
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.
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.
Director, Global Vendor Operations, Trust & Safety
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Sr. Director, Global Business Excellence & Customer Insights
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Head of Operations, Morningstar Excellence
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Head of Process Excellence
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Founder/President of Markovitz Consulting, Author
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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.
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.
Anu George is the Head – Morningstar Excellence at Morningstar, Inc., a leading provider of independent investment research. Her responsibilities include providing a strategic direction to the continuous improvement, quality & excellence initiatives at Morningstar. She has successfully led the LEAN transformation at Morningstar & is now focused on institutionalizing an Agile culture in her organization. Anu has more than 20 years of experience in reputable organizations such as Unilever, GE, and Morningstar. She has global experience through her extensive work in Asia, North America, and Europe. Her strengths lie in operations management and LEAN Six Sigma. She is a frequent speaker on topics such as business process excellence and leadership.
Anu holds a bachelor’s degree in economics and accounting from the University of Mumbai, India, and a master’s degree in business administration with a specialization in marketing from the University of Mumbai.
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.
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.
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.
Administrative Laboratory Director
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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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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.
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.
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.
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.