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September 20
Monday

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

More than
20
CPE credits
available.

 
 

Full-Day Workshops

8:00 a.m. - 5:00 p.m.

Lean Accounting 101
Nick Katko and
David Paino,
BMA Inc.

Fee: $645

Lean Accounting 201
Brian Maskell,
BMA Inc.

Fee: $645

Lean Tools for the Office - a Lean Office Overview with Simulation
Drew Locher

Fee: $645

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

Fee: $645

Finding True North - Strategy Deployment for Leaders
Pascal Dennis

Fee: $645

Creating a Sustainable Lean Culture: Connecting the “Product” and the “People” Value Streams
Mike Hoseus

Fee: $645

 

September 21
Tuesday

 

TRACK 1

TRACK 2

TRACK 3

7:00 – 8:00AM

Networking Breakfast and Registration

8:00 – 9:15AM

Mike Hoseus
Co-authored with Jeff Liker "Toyota Culture"

Toyota Culture examines the “human systems” that Toyota has put in place to instill its founding principles of trust, mutual prosperity, and excellence in its plants, dealerships, and offices around the world.

Opening General Session and Keynote
Sponsored by RubinBrown

 

9:15 – 9:25AM

Break

9:25 – 10:40AM
BREAKOUT #1

Value Stream Costing

David Paino

Lean Operations and Finance – Teaming up at HID Global

Keith Henderson and John Uliano

How Flow Destroys Economies of Scale: Creating a More Financially Stable Organization

Bob Emiliani

10:40 – 10:50AM

Break

10:50 – 12:05PM
BREAKOUT #2

Putting Structure to Value Driven Manufacturing

Bill Waddell

Nielsen Kellerman Company
Case Study

Alix James and Katie Godfrey

Value Based Pricing

Brian Maskell

12:05 – 1:00PM

Power Lunch: Why a power lunch? We have less time for lunch than normal in order to accommodate our special 1:00PM program (see below). When you finish lunch, head back to the General Session room for the live radio broadcast!

1:00 – 2:00PM

Join Captain Karl Wadensten for his hour-long, daily, live radio broadcast "The Lean Nation." Karl will broadcast live from this year's Summit!

 

2:00 – 2:15PM

Break

2:15 – 3:30PM
BREAKOUT #3

Reducing the Monthly Close
with Lean

Phyllis Best

Back by Popular Demand...
The Missing Link:
The Lean Manager

Orry Fiume

Creating Lean Future
Ready Companies

Steve Player

3:30 – 3:45PM

Break

3:45 – 5:00PM
BREAKOUT #4

Currier Plastics Case Study:
Improved Engagement and Decision Making Through Lean Accounting

Alan Gross and Mike Cartner

Finding True North – Strategy Deployment for Leaders

Pascal Dennis

Escape the Improvement Trap!

Michael Bremer

5:00 – 5:15PM

Break

5:15 – 6:00PM


The Town Hall has become a standard offering at the Summit and provides a free-wheeling setting where attendees get to ask questions of a panel. This year, we've invited sometimes controversial, always opinionated contributors to Evolving Excellence to share their rants and take questions from you! Join Kevin Meyer, Bill Waddell, and Bob Emiliani for the friendly "Smack Down" and let them have it!

6:00 – 7:00PM

Networking Reception


September 22
Wednesday

 

TRACK 1

TRACK 2

TRACK 3

7:00 – 8:00AM

Networking breakfast and registration

8:00 – 9:15AM

Opening General Session and Keynote
Mike Rother
Co-Author of "Leaning to See" and author of "Toyota Kata"

Drawing on six years of research into Toyota's employee-management routines, Toyota Kata examines and elucidates, for the first time, the company's organizational routines--called kata--that power its success with continuous improvement and adaptation.

  

9:15 – 9:30AM

Break

9:30 – 10:45AM
BREAKOUT #5

From Practice to the Classroom: Teaching Lean Accounting

Bruce Baggaley & Larry Grasso

Operational Decision Making
with Lean Accounting

Jean Cunningham

Tying Sales & Marketing Strategy into Lean Manufacturing and Accounting with Extraordinary Results

Bill Waddell

10:45 – 11:00AM

Break

11:00 – 12:15PM
BREAKOUT #6

Effective Benchmarking versus “Industrial Tourists” - Measuring What Matters

Glenn Marshall

Creating a Lean Culture:
Beyond the Tools to
Transforming a Culture

Drew Locher

Product, Process, and Information Integration:  Fitting the Process Puzzle Pieces Together

Jean Cunningham & Jim Huntzinger

12:15 – 12:25PM

Break

12:25 – 1:25PM

Networking Lunch

1:25 – 1:35PM

Break

1:35 – 2:50PM
BREAKOUT #7

Extended Discussion - Lean Accounting Implementation: How you approach making this work

Brian Maskell and Nick Katko

Lean Cost Management at MarquipWardUnited – Lessons Learned and Corporate Insights

Jerry Solomon, Rosemary Fullerton, and Bill Stabler

Managing the Creation
of Value Through New
Product Development

Bruce Baggaley

2:50 3:05PM

Break

3:05 – 4:20PM
BREAKOUT #8

- CONTINUED -

Extended Discussion - Lean Accounting Implementation: How you approach making this work

Brian Maskell and Nick Katko

- CONTINUED -

Lean Cost Management at MarquipWardUnited – Lessons Learned and Corporate Insights

Jerry Solomon, Rosemary Fullerton, and Bill Stabler

Lean Practices in Business Strategy, Marketing & Selling for Sustained Growth…

Ed Miller