Lean Accounting Summit Agenda

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2011 Summit Agenda September 14, 2011 Wednesday		More than 20 CPE credits available.

Optional Pre-Summit Workshops
These optional workshops are available for an additional fee.

HALF DAY

FULL DAY

Visual Management for
Lean Accounting
Drew Locher

Half-Day: 1PM - 5PM
Fee: $395

Principles of the Sales Driven Lean Business Model

Bill Waddell

Half-Day: 1PM - 5PM
Fee: $395

Lean Accounting 101
Nick Katko

Full-Day: 8AM - 5PM
Fee: $645

Lean Accounting Simulation: What an Accountant Needs
to Know about Lean
Jean Cunningham

Full-Day: 8AM - 5PM
Fee: $645

Lean Accounting 201
Bruce Baggaley

Full-Day: 8AM - 5PM
Fee: $645

September 15, 2011
Thursday

TRACK 1
Lean Accounting Development

TRACK 2
Lean Accounting Leadership

TRACK 3
Lean Accounting
Case Studies

7:00 – 8:00AM

Networking Breakfast and Registration

8:00 – 9:15AM

Dr. James Womack
Founder of the Lean Enterprise Institute

Management expert James P. Womack, Ph.D., is the founder and senior advisor to the Lean Enterprise Institute, Inc. Womack's most recognized books include: The Machine That Changed the World (1990), Lean Thinking (1996), Seeing The Whole: mapping the extended value stream (2001), Lean Solutions (2005). His most recent work, Gemba Walks, and is a collection of letters and essays.

9:15 – 9:25AM

Break

9:25 – 10:40AM
BREAKOUT #1

Solving the Standard
Costing Problem

Brian Maskell

Lessons from Specialty Silicone Fabricators: Combining Strategic Planning, Hoshin, and Leader Standard Work for Financial Success

Kevin Meyer

Implementing a Lean Management System at Boeing Product Support Engineering

Robert Rakestraw,
The Boeing Company

10:40 – 10:50AM

Break

10:50 – 12:05PM
BREAKOUT #2

Simplify Inventory Valuation for Lean Accounting

Jean Cunningham

Offshore or reshoring?
How to calculate the
costs objectively

Harry Moser

Gold'n Plump: Lean Accounting Case Study

Gold'n Plump,
Dave Stanz and
Doug Connell

12:05 – 12:15PM

Break

12:15 – 1:15PM

Networking Lunch

1:15 – 1:25PM

Break

1:25 – 2:40PM
BREAKOUT #3

Moving Beyond the Improvement Tools –
the Leader’s Role

Michael Bremer

Lean HR: No Layoffs, Everyone’s Job will Change, Show me the Money!

Jean Cunningham

Lean Cost Management
at MarquipWardUnited –
Lessons Learned and Corporate Insights
(Part 1)

Jerry Solomon
and Bill Stabler

2:40 – 2:55PM

Break

2:55 – 4:10PM
BREAKOUT #4

Understanding the Impact
of Investment Costs on Productivity and Profitability

Doug Hicks

Lean Sales, Operations & Financial Planning – Eliminating the Annual Budgeting Process

Nick Katko

Lean Cost Management
at MarquipWardUnited –
Lessons Learned and Corporate Insights
(Part 2)

Jerry Solomon
and Bill Stabler

4:10 – 4:25PM

Break

4:25 – 5:30PM

(Not So) Late Night at the Summit
Join our host (sorry it's not Leno or Letterman) for an insightful and entertaining interaction with some familiar faces and a few surprises.

September 16, 2011
Friday

TRACK 1
Lean Accounting Development

TRACK 2
Lean Accounting Leadership

TRACK 3
Lean Accounting
Case Studies

7:00 – 8:00AM

Networking breakfast and registration

8:00 – 9:15AM

Tom LaMantia, Watlow President
Tom LaMantia, is the President of Watlow, the world’s largest custom designer and manufacturer of industrial heaters, sensors, controllers and software with offices and manufacturing facilities around the world.

As President, Tom’s responsibilities include developing and implementing the corporation’s strategic direction while ensuring effective execution through the Watlow Business System. Waltow’s lean journey began in 2005 and they've been one of the most active companies in the annual Lean Accounting Summit. Hear their story.