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16th ANNUAL INTERNATIONAL CONFERENCE ON ISO 9000
The Leading Conference on ISO 9000 & Related Standards
March 3 – 4, 2008, Rosen Plaza Hotel, Orlando, FL
Conference Chair: Robert H. King, President, ANAB


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Conference Organized
in Association with ASQ
Session 1: Keynote - ISO 9000 Amendments
Session 1: Keynote - ISO 9000 Amendments
Session Chair: Robert H. King, President, ANAB
Monday Morning • March 3
8:00 AM – 8:10 AM


Opening Remarks: Robert H. King, President, ANAB

8:10 AM – 8:45 AM; Paper #11
Guide to Greatness-Integrating People and Process to Achieve Desired Outcomes
Cyndi A. Laurin, Ph.D., Queen Creek, AZ

Greatness exists – there are relatively few renegade organizations creating their own path to world-class status. However, an organization cannot emulate the success of another by simply doing what the other is doing. Greatness requires delving into deeper waters to discover guiding principles that drive results. It requires new thinking that becomes the basis of the habits we automatically deploy. Thinking about processes results in long-term, and sustainable results! Greatness is generated by every individual every day in every transaction between people and the processes they manage. Dr. Laurin is an author, popular international speaker, and business developer. Cyndi’s book titled, Catch! A Fishmonger’s Guide to Greatness was released in January 2004, has sold over 50,000 copies.

 

8:45 AM – 9:20 AM; Paper #12
Expected 2008 Amendment to ISO 9001 and 2009 Changes to ISO 9004
John E. (Jack) West, Noted Author, Consultant & Business Advisor, The Woodlands, TX

This presentation will provide an update on the expected changes to ISO 9001 and ISO 9004. By the end of 2008, ISO 9001:2000 and 9004:2000 will have had eight years of use; that is a long time for any standard to remain unchanged. In late 2007, the work on the amendment to ISO 9001 should progress to the Draft International Standard stage meaning that the amendment should be available in late 2008. So by the 2008 International Conference on ISO 9000, work on the changes to ISO 9001 should be nearing completion. The changes to ISO 9004 are rather massive so the process will take until some time in 2009. But the changes to ISO 9001 are coming fairly soon and by the conference we should have a reasonable idea of the direction the 2008 versions will take. Mr. West is a Noted Author, Consultant & Business Advisor, and has served for many years on ISO Technical Committee 176, the body responsible for these standards.
9:20 AM – 9:55 AM; Paper #13
What Did They Mean By That? An Overview of the Amendment to ISO 9001:2008
Lorri Hunt, Lorri Hunt & Associates, Inc., Kansas City, MO

Get a jump start on knowing what is going on with the amendment to ISO 9001 from someone who has participated on the editing team. This presentation will discuss the criteria that a change to ISO 9001 had to meet in order to be considered as well as examples of text that best encompass the tone of the amendment. You will learn what the editing team meant by the changes to avoid over-interpreting the amendment and how ISO 9000 can be the best tool on hand. Ms. Hunt currently serves in the key position of Chair of Task Group 9001/4, the group responsible for developing consensus positions for the United States TAG to TC 176. She is most often recognized for using her experience to implement ISO 9001:2000 with a common sense approach.
9:55 AM – 10:15 AM – REFRESHMENT BREAK


Session 2: ISO 9000 Business Performance
Session Chair: John E. Gray, U.S. Air Force
Monday Morning • March 3


10:15 AM – 10:50 AM; Paper #21
Leading Standards Yield Sustainable Success
Marc Cwikowski, The Coca-Cola Company, Brussels, Belgium

For a global organization, the development and maintenance of leading standards is a vital process to meet and exceed the world’s ever changing needs and expectations. A robust maintenance of existing standards, an agile standard setting process that supports new products, training and innovation, and an effective program of engaging internal and external stakeholders are key factors for success. This presentation will discuss the benefits of having a tailor-made Management System aligned with selected recognized International Standards. It will also illustrate the need for an organization to monitor and analyze its external and internal environment for opportunities, changes, and trends associated with key stakeholders. Further, the link between these processes and an effective standards setting process will be presented. Mr. Cwikowski, ASQ Senior Member, is a Principal Quality Specialist at The Coca-Cola Company Policy and Standards Department. He leads the Belgian delegation for ISO/TC 176.

10:50 AM – 11:25 AM; Paper #22
Transforming ISO 9001 Compliance into Business Performance through Process Measurement
Garry Lewicki & Carole Haney, Boeing Company, Mesa, AZ

By systematically establishing and managing process metrics, Boeing, Mesa, is transforming their ISO 9001:2000 compliance into business performance. Listen and see the results of their approach using Deming’s Supplier, Input, Process, Output, Customer (SIPOC) methodology, and how minimally acceptable performance levels (MAPLs) are established by consensus of all parties for each process. Learn how the output metrics then serve as the source for in-process metrics to provide more actionable measures and also serve as the balance that ensures process efficiency metrics. Process metrics are integrated into both the process and functional performance scorecards. Statistical methods are used to establish the average (or generally expected) process performance and process variability. Mr. Lewicki, a senior ASQ member and certified black belt, has been with Boeing for over eleven years. Ms. Haney is an author, speaker, and a state examiner for the AZ Quality Alliance. They are co-process owners for Process Measurement and Analysis in Mesa.

11:25 AM – 12:00 PM; Paper #23
Aligning Key Business Initiatives with Daily Operations
Anna VerSteeg, Competitive Solutions, Inc., Alpharetta, GA

The participants of this presentation will receive a dynamic overview on all aspects of Total Business Alignment process as it was implemented at Learjet. They will cover corporate initiative overload, learn to drive the integration of Lean, Six Sigma, Shingo, Visual Factory, and Operational Excellence. Participants will also discover how to link individual, team, departmental, and facility goals into the overall corporate strategy. In addition, this presentation will review electronic integration and sustaining the processes with meetings and scorecards. Finally, attendees will learn how to set behavioral expectations and how to audit employee performance. Ms. VerSteeg is a dynamic motivational speaker and highly respected pioneer in the areas of employee empowerment and business performance excellence. She counseled to top military and corporate leaders in America.

12:00 PM – 1:00 PM – LUNCH BREAK

Session 3: Innovation for Excellence

Session Chair: Paul Malek, Market Manager, Manufacturing, ASQ
Monday Morning • March 3


10:15 AM – 10:50 AM; Paper #31
The Innovation Cycle: Stay Loose, Hang Tight
Peter Merrill, Quest Management Systems, Ontario, Canada

Innovation is new knowledge creating new products and services. Creation of new knowledge is fundamental and there is no sudden stunning insight. In truth, good ideas are not hard to find and they do not come from a single genius, and the best ideas do not always materialize. Contrary to what many think, there is an innovation process. The driving factor is tomorrow’s customer and, of course, that customer does not yet exist. The process loops and it changes its mode from “loose” to “tight.” All of these factors make innovation the challenge that Quality Management was facing twenty years ago. This presentation will outline the stages of the innovation process. It will include information on how to assess your own process after each stage. Mr. Merrill is leading the International Working Group developing the Guideline on ‘People Involvement’ in Management Systems. His view is that the best Innovation comes from the ‘Collective Knowledge’ of an Organization.

10:50 AM – 11:25 AM; Paper #32
Three Keys to Continuous Improvement
Douglas Anton, AEM Consulting Group, Inc., Ashland, OR

How can a company ensure that it is leveraging its ISO system to create an environment where dramatic innovation can occur? The ISO 9001 Quality Management System framework has a built-in process intended to bring about continuous improvement. However, without proper attention to Management Reviews, Internal Audits, and the Corrective/Preventive Action Process, you may not be getting the biggest bang for your buck. This presentation will discuss, using case studies, how these three important elements of an ISO system provide the keys to continuous improvement. Mr. Anton helps companies improve profitability by applying and integrating proven strategies such as ISO 9001, MRP/ERP, and Lean Enterprise. As a speaker, he injects frequent examples from his years of hands-on manufacturing experience and consulting work.

11:25 AM – 12:00 PM; Paper #33
An Innovative Integrated Management System Delivers Value
Dr. Robert Pojasek, SAI Global, Southbury, CT

Integrating Management Systems provides an effective means for creating financial value for the organization. To progress to a fully integrated system, initiatives that are not commonly included within the requirements should be specifically addressed. These items include: Risk Management, Process Improvement, and Business Excellence. Experience has shown that a fully integrated Management System is facilitated through the frameworks provided by the so called Eight Quality Management principles and the Business Excellence framework. This presentation will outline an operational model, delivery experience, and recommendations for making the business case for fully integrated Management Systems. Dr. Pojasek is an internationally recognized authority on the topic of process improvement and integrated Management Systems. He helps organizations develop integrated Management Systems using a Systems Approach.

12:00 PM – 1:00 PM – LUNCH BREAK


Session 4: Customer Satisfaction

Session Chair: Jack West, Past Chairman, ISO/TC 176
Monday Afternoon • March 3


1:00 PM – 1:35 PM; Paper #41
Customer Satisfaction in the ISO 9000 Quality Management Standards
David Zimmerman, Secretary, ISO/TC 176, Canadian Standards Association, Canada

The presentation covers a brief review of the standards development activities underway in ISO’s Technical Committee 176 related to customer satisfaction. ISO has published one standard (ISO 10002) and is currently working on three other documents to complete the customer satisfaction series. The presentation will provide information on the background of this work (initially proposed by ISO Consumer Policy Committee) as well as a review of the following standards: ISO 10001 on market-based codes of conduct, ISO 10002 on complaints handling, ISO 10003 on external dispute resolution, ISO 10004 on monitoring and measuring customer satisfaction. Mr. Zimmerman is the Secretary of ISO Technical Committee 176 on Quality Management and Quality Assurance. TC 176 is the largest ISO technical committee and it manages the development of Quality Management Standards at ISO.

1:35 PM – 2:10 PM; Paper #42
Effective Techniques for Enhancing Customer Satisfaction
Clyde M. Hedin, CQA; Arthur B. Clarke, CQE; Garabet H. Kassakhian, Ph.D., Shaw Environmental, Inc., Las Vegas, NV

John D. Nebelsick, U.S. EPA, Washington, D.C.
Focusing on customer satisfaction contributes to successful project completion, leading to long term client relationships, follow up contracts, and outside business development. This presentation includes examples of innovative techniques used, including a demonstration of the QATS Integrated Quality System. Practical examples will be given of the measurable customer satisfaction objectives that are, upfront, incorporated into the Quality Policy and how appropriate metrics can be devised to quantify them. Mr. Hedin has over 20 years of managing environmental QA and laboratory programs.

2:10 PM – 2:45 PM; Paper #43
Uniting Processes in Customer Support (ISO 9001:2000) & Software Development
(CMMI Level 3) Programs


Gary Coleman, Enterprise Process Infrastructure Group, CACI, Inc., Chantilly, VA & Renee Rowell, Field Services Information Technology Division, CACI, Inc., Chesapeake, VA
The software development group for the Field Services Information Technology Division (FSITD) of CACI has been operating under the CMM and CMMI software process models since May 2004. The customer support group implemented their first ISO 9001 program in September 2005. The FSITD CMMI compliant processes govern the development of a variety of mission critical software applications for the Navy. The ISO 9001:2000 Quality Management System governs various customer support functions of deployment, and helpdesk and field support. This presentation discusses the experiences in defining common process infrastructures. Mr. Coleman has been leading process improvements within CACI for over ten years. He participated in numerous SEI-CMM & SEI-CMMI process improvement efforts, and led the implementation of ISO 9001:2000 at CACI.

2:45 PM – 3:00 PM – REFRESHMENT BREAK


Session 5: Systems Integration

Session Chair: Paul Malek, Market Manager, Manufacturing, ASQ
Monday Afternoon • March 3

1:00 PM – 1:35 PM; Paper #51
Is ISO 9000 a Stepping Stone or a Pivot of the Organizational Journey Toward Business Excellence?
Cyrus Hoseini, Premier Access Insurance Company, Sacramento, CA

Moving toward organizational excellence, developing Quality Systems and implementation of Total Quality Management (TQM) systems in an organization - all need a suitable migration plan. Some management experts believe that there is a roadmap for this, which starts by meeting the requirements of ISO 9000. Over 20 studies have shown that ISO 9000 is an appropriate stepping stone for moving toward TQM. According to these studies, the next step is adapting the enterprise with a Business Excellence Model. An important question which now arises is what is the position of ISO 9000 in this roadmap and what is the relationship between it and Business Excellence Models? This presentation provides a practical answer for this question. Mr. Hoseini has served in his present capacity with Premiere Access insurance company for two years.

1:35 PM – 2:10 PM; Paper #52
Implementing Disciplined Problem Solving
Cathy Fisher, Quality Improvement Strategies, Charlotte, NC
Paul Mozoski, Michelin North America, Inc., Greenville, NC

This presentation will describe how a new approach to Disciplined Problem Solving at Michelin was introduced. Using the example of responding to customer complaints, the focus of this presentation is how to change behavior during the response process. This will be a practical discussion of how to move from training to implementation. Ms. Fisher is a trainer with Quality Improvement Strategies and has years of experience implementing Lean, problem solving, and Quality Management. She formerly worked with BMW. Mr. Mozoski is the QA Manager for Michelin North America and has supported registration of over 20 Michelin sites worldwide.

2:10 PM – 2:45 PM; Paper #53
It is Easy! - Just Raise the Bar
Luis Sanchez, President, Lunan Enterprises, Inc., Roswell, GA

This presentation will illustrate how to create a quality program to promote growth; by gradually incorporating Malcolm Baldrige criteria and Lean Kaizen approaches to establish and measure the recognized objectives through a Plan-Do-Check-Act methodology (PDCA) or an Approach-Deploy-Learn-Integrate methodology (ADLI). A distinct and unique concept for raising the bar will be outlined. A case study will include Malcolm Baldrige approaches of “Consensus Driven Decisions” and Lean Kaizen events to eliminate “waste.” This presentation will also illustrate how to create core values and a company policy which is compliant with the applicable Quality or Regulatory standards, and also focuses on growth, customer satisfaction, and organizational improvements. Mr. Sanchez has over thirty years of management experience in the electronic and nuclear industry.

2:45 PM – 3:00 PM – REFRESHMENT BREAK


Session 6: Expanding the Horizon of ISO 9000

Session Chair: Rai Chowdhary, TEAM 2000
Monday Afternoon • March 3


3:00 PM – 3:35 PM; Paper #61
What’s up with Aerospace Quality Management System Standards
L. L. "Buddy" Cressionnie, Lockheed Martin Aeronautics,
Southlake, TX

This presentation will be an overview of 2008 revision activities with the Aerospace Quality Management Standards and associated checklists, including: AS9100: Quality Management Systems; Aerospace Requirements; AS9110: Quality Management Systems; Aerospace Requirements for Maintenance Organizations: and AS9120: Quality Management Systems; Aerospace Requirements for Stockist Distributors. Mr. Cressionnie has 20 years of aerospace manufacturing industry experience. He leads the Americas IAQG writing team to revise AS9100:2009 and is highly involved with the American Aerospace Quality Group (AAQG), and the US Technical Advisory Group (TAG) to ISO/TC 176. Currently, he oversees the QMS and Capability Maturity Model Integration (CMMI®) for Quality Assurance at Lockheed Martin Aeronautics.

3:35 PM – 4:10 PM; Paper #62
Energy Management Systems for SMEs “Keeping on Top of Energy Use as Costs Rise”
Richard Hadfield, NSAI, Dublin, Ireland

With oil prices set to soar to $100 per barrel, energy is on everyone’s minds. What role can standards play in energy management? This paper discusses the standards work in progress in Ireland as it relates to Energy Management Systems. The standard I.S. 393:2005 is modeled after the Danish standard DS 2403, and works toward a harmonized approach to energy management within the European Union. The standard includes not only monitoring energy consumption, but also how much from what type of source. The aim is to have a systematic process that results in minimal documentation, but achieves tangible benefits in a practical way. Mr. Hadfield is Technical Services Manager of the National Standards Authority of Ireland (NSAI) and a past Vice President of the IQNet Association.

4:10 PM – 4:45 PM; Paper #63
ISO Standards and Corporate Social Responsibility
Dr. M. C. Shirley Yeung, Asia Intl. Open University, Macau

This paper will explore trends in corporate social responsibility. Previous research has seldom covered criteria and elements for a socially responsible organization. Principles of ISO 9001:2000 and ISO 9004:2000 demonstrate that a socially responsible organization should have participative and responsible staff members, and open organizational culture. Due to limited number of organizations for benchmarking in the east, it is suggested that further research on most recognized criteria be conducted. The use of ISO standards and the DMAIC in the context of social responsibility will also be discussed. Dr. Yeung earned her Doctoral Degree in Business Administration from Asia International Open University in 2006. Her area of research is in Quality Management Systems.

6:00 PM – 7:00 PM – RECEPTION WITH EXHIBITORS


Session 7: Tools & Tricks of the Trade

Session Chair: David Zimmerman, Secretary, ISO/TC 176
Monday Afternoon • March 3


3:00 PM – 3:35 PM; Paper #71
What Do You Do? Hara-Kiri is Not an Option!
Todd Daniels, Montana Dept. of Commerce, Helena, MT
Kreg Worrest, MO Manufacturing Extension Ctr., Missoula, MT

It is the first day of the registration audit to ISO 9001:2000. It is also the first time in over three years there is a chemical spill in the production area . . . right next to where the lead auditor is working. What would YOU do? This is an interactive look at several outrageous and somewhat true Quality System scenarios. Listen to the story, vote on the proposed options, prepare to defend your choice and then discover what really happened. Mr. Daniels is a knowledgeable and dynamic trainer/presenter who has implemented Quality Management Systems compliant to a variety of recognized international standards through the MEP. Mr. Worrest is a Lean instructor for the NIST and MEP. He is certified with ASQ in five areas (CMQ/OE, CQE, CQA, CSSBB and CQI).

3:35 PM – 4:10 PM; Paper #72
Don’t Kid Ourselves Quality – It Happens to the Best of Us!
Lesa Vold, Validus Services, LLC, Urbandale, IA

In today’s quality environment, business owners and quality professionals are faced with the daunting task of choosing from the many tools and tricks of the trade for achieving quality. Each of these tools has their strengths and weaknesses. So how can each tool be different and yet be effective in some instances and not in others? This presentation will focus on case studies of disconnected quality efforts in companies that are resulting in ineffective quality for their customers and profit margins for themselves. Discussion will revolve around some of the better-known quality tools including, but not limited to ISO 9000, Six Sigma, and Lean. The focus of this presentation is to get attendees to step back, look at their Quality Systems in a new light, and determine if these problems are happening in their company. If so, what are some ways they can approach the issues at hand. Ms. Vold is the Director of Management Systems for Validus Services, LLC. Lesa works on ISO 9001, ISO 14001, USDA-Process Verified, and International Association for Continuing Education & Training certification programs.

4:10 PM – 4:45 PM; Paper #73
The ISO Rep: Tools to Impact the Bottom Line, Enhance Your Earning Potential
Colin Gray, Cavendish Scott, Inc., Denver, CO

The best way for ISO Representatives to get respect and authority and to enhance their career and earning power is to make an impact. ISO was always intended to improve performance, but many company organizational structures don’t facilitate this or management doesn’t recognize it. This presentation is aimed at providing tools and techniques to the ISO Representatives to make a difference. While it will cover ways in which ISO systems can be updated and enhanced, it focuses on ways to get you noticed. How to spend less time “managing” your ISO and more time impressing management. These techniques would also be useful for auditors to be able to positively influence an organization. Mr. Gray is an IRCA and RABQSA lead auditor and RABQSA skills examiner, and has been involved in thousands of ISO registration projects.

6:00 PM – 7:00 PM – RECEPTION WITH EXHIBITORS

 


Session 8: Next Generation of Auditing

Session Chair: John E. Gray, U.S. Air Force
Tuesday Morning • March 4


8:00 AM – 8:35 AM; Paper #81
Risk Based Audit Planning
Roberto Gonzalez, Pratt & Whitney Rocketdyne, West Palm Beach, FL

Deciding what to audit in the compliance-based system was fairly easy. In AS9100, Rev B, Section 8.2.2 we read that“,…the audit program shall be planned, taking into consideration the status and importance of the processes and areas to be audited …”. This presentation will outline a successful Risk Based Audit Planning process that has been implemented at the Pratt & Whitney Rocketdyne, West Palm Beach facility. Mr. Gonzalez is the Quality Management System Audits and Software Quality Assurance Discipline Lead at the Pratt & Whitney Rocketdyne, West Palm Beach facility. He is also the co-owner of his company’s Quality Systems Audits process and a member of the Pratt & Whitney Group Common Audit Process Team.

8:35 AM – 9:10 AM; Paper #82
Output Really Does Matter - Shouldn’t We Get Serious About Auditing? The Future: Will Management Systems Standards be Relevant?
John E. (Jack) West, Noted Author, Consultant & Business Advisor, The Woodlands, TX

Why are we sometimes disappointed to find out that an organization with a Quality Management System certified to ISO 9001 has major problems delivering products that meet customer requirements? Perhaps, more broadly we might ask: can QMS auditing ever provide complete assurance that customer requirements will be met? Certainly, the generic answer for many years has been a qualified “no”. This presentation proposes that we can no longer allow this situation to be the norm. It will discuss what organizations can do to improve their audit programs to provide greater confidence that customer requirements will be met. Mr. West is a business advisor who helps organizations improve productivity and quality. Jack is a popular speaker and author. He is author of Unlocking the Power of Your QMS. He is also a frequent contributor to such publications as Quality Progress, Quality Digest, and the Quality Engineering Journal.

9:10 AM – 9: 45 AM; Paper #83
Employee Competency: Audit Non-Compliance and the Bottom Line
Stephen Davies, MSc, MCQI, NQICEP, CMQ.

DISTIL Interactive Ltd., Ontario, Canada

Significant global events over the last decade (e.g. Enron & Walkerton) have influenced society’s views on the way we evaluate a person’s competence. The number of training hours, level of education, or years spent on the job is no longer an adequate argument to defend one’s qualifications — the public is beginning to demand more significant proof of competence and effectiveness. This presentation will outline the use of next generation on-line learning methods to improve and measure the competency of employees in an organization. Mr. Davies is currently a lecturer on Operations Management and Entrepreneurship at the Sprott School of Business. He is also the Vice President of Business Development and co-founder of DISTIL Interactive, a publisher and developer of interactive standards training.

9:45 AM – 10:15 AM – REFRESHMENT BREAK


Session 9: Preventing System Headaches

Session Chair: Cathy Fisher, QIS
Tuesday Morning • March 4


8:00 AM – 8:35 AM; Paper #91
Compliance, Risk & the Art of Procedure Writing
Deborah A. Kenny, Information Mapping, Inc., Waltham, MA

When audits fail, bad documentation is often to blame. Policies and procedures that are unclear, confusing, inconsistent, or out of date can lead to mistakes, increased compliance risk, reduced quality, poor productivity and performance, and failed audits. This presentation will explore the link between documentation and compliance issues and introduce a proven six-step method for creating effective policies and procedures that will work for writers, auditors, and users. A case study will be used to review how applying the six-steps can improve effectiveness. Ms. Kenny is a well known speaker around the world on strategies to meet information and work performance challenges of the 21st century. During the past twenty years, she has been with Information Mapping, Inc., she has helped the company reach new markets with software, training programs, and consulting services that help clients develop clear, effective communications that improve performance.

8:35 AM – 9:10 AM; Paper #92
Integrating Risk Management & ISO 9001 to Build Organizational Resilience
Khurshed Kutky, QMI, Ontario, Canada

Does your organization have structured processes to routinely identify, evaluate and manage the customer, economic, and other risks that could disrupt your business operations? Through examples, this presentation will illustrate how the use of selected ISO 9001 elements can help an organization to continually and systematically identify and manage its organizational risk factors. Mr. Kutky has over 15 years of experience in Management Systems auditing, technical training, and adult education. He is the Product Development Manager for Risk Management Solutions at QMI, and his previous roles include Product Manager of Occupational Health and Safety Management Systems, Manager of Education Services, and responsibility for the QMI training programs.

9:10 AM – 9: 45 AM; Paper #93
Using Risk Assessment Methods to Streamline Your Quality Process
Glenn McCarty, EtQ, Inc., Farmingdale, NY

Often if an event is found in the system a corrective action is generated. No matter the scope or severity, corrective action is the ultimate catchall for events in the system. The result is thousands upon thousands of corrective actions. The “critical” corrective actions—those events that have the most impact on the business as a whole—become lost in the pile. This presentation will present a risk-based methodology that can reduce corrective actions as a whole and extract and address crucial events. Mr. McCarty has been shaping software technology within the Quality Industry since 1993 when he helped to found one of the first Enterprise Quality and Environmental Management Software systems that integrate flexible workflows to automate quality processes. Called EtQ, the company strives to eliminate paper-based Quality Systems, thereby streaming businesses and reducing costs and inefficiencies.

9:45 AM – 10:15 AM – REFRESHMENT BREAK


Session 10: Certification: Only the Beginning

Session Chair: Dan Blakely, Greenville Tech. College
Tuesday Morning • March 4


10:15 AM – 10:50 AM; Paper #101
Certification: Not the End, Only the Beginning
William H. Pearson II, Corpus Christi Army Depot, Corpus Christi, TX & William Houser, Eagle Force, Inc., Spring, TX

This paper presents the impact of pursuing ISO 9001:2000 certification, and a four step model for improvement. It is based on the work done by the authors at the Corpus Christi Army Depot. The CCAD received an unqualified recommendation for certification, and also realized sizable gains such as a 340% increase in production, 45% improvement in man hours, and an 80% drop in field reports. The CCAD became the first DoD agency to meet the requirements for certification to AS 9110. The system setup by the authors is now spreading throughout CCAD. The four step model will be presented. Mr. Pearson is the Director of Quality Assurance at the Corpus Christi Army Depot, in Corpus Christi, Texas. Mr. Houser is the President of Eagle Force, Inc., in Spring, Texas.

10:50 AM – 11:25 AM; Paper #102
Improving the Effectiveness of QMS Certification Process: A Comprehensive Study
Giridhar J. Gyani, Quality Council of India, New Delhi, India

The author will be presenting a methodology and outcome of the study undertaken to assess the effectiveness of QMS Certification. This is based on a review of 105 certified units to verify the adequacy of QMS certification processes. The subjects in the study were small scale units in India, who were assessed to determine whether certification has been carried out by certifying bodies as per applicable standards and guidelines, and whether the processes in the units comply with the requirements of ISO 9001:2000 standard. Data were collected on the pre-audit phase and the QMS status phase. These data can be used for ascertaining causes, and establishing correlations to build credible certification processes. Mr. Gyani is the Secretary General, for the National Accreditation Board for Certification Bodies in India.

11:25 AM – 12:00 PM; Paper #103
The New Generation of Business Continuity Management
John A. DiMaria, BSI Management Systems, Florissant, MO

Business Continuity is a serious issue for all organizations and its management should be a fundamental element of the entire business. A “holistic” approach is not just disaster recovery, which tends to be more “reactive” or after the fact. When formatting a Business Continuity Plan, it is essential to know the differences between a true Business Continuity Management Plan and a disaster recovery plan. The purpose of the BS 25999 standard is to provide a basis for understanding, developing and implementing business continuity within an organization and to provide confidence in business-to-business and business-to-customer dealings. Mr. DiMaria is the Manager of Business Continuity specializing in BCMS, ISMS, and ITSM Standards.

12:00 PM – 1:00 PM – LUNCH BREAK


Session 11: Deploy Your QMS Electronically

Session Chair: Diana Somerton, Varian Medical Systems
Tuesday Morning • March 4


10:15 AM – 10:50 AM; Paper #111
A Simple Approach to Manage and Deploy Your QMS Electronically
Paul M. Dreiss III, Hemiwedge Valve Corp., Inc., Houston, TX

This presentation will cover a proven approach to establish and maintain a QMS electronically. It will help the attendees understand how the requirements for the clause that states “The organization shall establish, document, implement and maintain a Quality Management System and continually improve its effectiveness” ISO 9001: 2000 (4.1 General Requirements) are accomplished. Regardless of an organization’s size or certification status, the tools and techniques taught during this presentation will prove beneficial and provide real-time accessibility of all procedures to all users. This design actually encourages use, improves general knowledge, and is easier to maintain. Mr. Dreiss is an ASQ Senior Member, Certified Quality Engineer, Certified Manager of Quality/Organizational Excellence. Paul served for three years on the Baldrige National Quality Program Board of Examiners.

10:50 AM – 11:25 AM; Paper #112
Electronic Change Management System’s ISO Applications – Super User
Jan Holland Hickey, CQE, RAC, VA Cooperative Studies Program, Albuquerque, NM

This paper discusses how the Veteran Affairs (VA) Cooperative Studies Program’s Pharmacy Research Coordinating Center uses an electronic documentation system to achieve tighter change management for design input, output, planning, review, validation, and verification. The system also provides for better control of audit, complaint and incident responses while giving employees access to those items and standard operating procedures. The system has proven to meet ISO expectations and aid in providing continuous process improvement. Ms. Hickey serves as the Chief of Clinical Manufacturing for the Veterans Affairs Cooperative Studies Program where she oversees the manufacturing of active and placebo products for human clinical studies. She is a Certified Quality Engineer and is Regulatory Affairs Certified.

11:25 AM – 12:00 PM; Paper #113
ISO 9001:2000 Auditing Online
Shauna Wilson, Amazon Consulting, Inc., Corvallis, OR

The global marketplace is transforming Face–to-Face (FtF) working environments to virtual for many companies. Many domestic businesses have transitioned their manufacturing floors to virtual seats sitting in a worldwide supply chain, changing roles from hands on to consulting in Europe, China, or India. Based on these events, how will traditional factory floor ISO 9001:2000 audits capture the virtual audit trail? ISO 9001:2000 Section 5.5.3 Internal Communication addresses the need to ensure appropriate communication processes, a vital need for Internet teams. This presentation will provide virtual environment guidelines, address different auditing models, and discuss the associated technology to use for online auditing. Ms. Wilson is president of Amazon Consulting, Inc. where she has focused on building high performance Internet Teams. She is an IRCA certified QMS auditor who conducts online internal ISO 9001:2000 audits for Corporate 500 companies and registration audits for Verisys Registrars.

12:00 PM – 1:00 PM – LUNCH BREAK


Session 12: ISO, Six Sigma & Lean as a Team

Session Chair: Marco Luzzatti, Greenville Tech. College
Tuesday Afternoon • March 4


1:00 PM – 1:35 PM; Paper #121
Using ISO 9001 to Enhance Six Sigma Business Performance
Eugene Kirsch, Booz Allen Hamilton, Clarksburg, MD

This presentation will describe the methodology for implementing ISO 9001 in conjunction with Six Sigma practices, how this approach addresses critical inhibitors to Six Sigma implementations, and provides guidance on how to tie the results to business performance. Included is practical information and lessons learned, where strategies presented have been proven effective in service applications. Approaches presented have two major advantages: accelerating the application of identified process improvements; and closer ties to business operations, providing relevancy to enterprise leadership when asked to approve change initiatives. Mr. Kirsch is a Senior Associate with Booz Allen Hamilton. He has nearly 24 years of experience as a Quality Manager and as the program lead for establishing Quality Management Systems for large systems integration programs. He currently serves as a member of TC 176, US TAG to ISO, a Senior Member of ASQ, and the Chair-Elect Washington-Maryland Metro area section of ASQ.

1:35 PM – 2:10 PM; Paper #122
Achieve Sustainable Business Performance Results through Lean and ISO
Baskar Kotte, Quality Systems Enhancement, Inc., Roswell, GA

Top management of many ISO certified organizations appear to believe that an ISO certificate is not providing desired business performance results. This interactive presentation provides a disciplined path, tools, and techniques to effectively achieve sustainable business performance results through the application of ISO and Lean concepts. The participants will have a clear understanding on which tools/techniques are to be selected, understood, and implemented for achieving sustainable business performance results. Mr. Kotte is the founder and president of Quality Systems Enhancement, Inc., a training organization dedicated to the ISO related standards, Lean Tool applications, and Six Sigma. He is an original and active member of US Technical Advisory Groups ISO/TC 176 and TC 207, the technical committees responsible for writing the ISO 9000 family of Quality Systems Standards and ISO 14000 series.

2:10 PM – 2:45 PM; Paper #123
Lean Fusion – The Ultimate in Process Improvement
Donna McIlduff, SAI Global, Southbury, CT

“ Lean Fusion” is the merging of distinct elements to create a process improvement tool that supports all aspects of the Value Stream. While striving to eliminate Non-Value Added and building upon Value Added aspects, we need to also consider environmental wastes. It is possible to reduce the resource intensity of manufacturing, reduce the use and loss of toxic materials, improve the recyclability of the materials and also make use of renewable resources. Green manufacturing should be a strategic priority and a standard part of any organizations’ process improvement plan. Ms. McIlduff is a Senior Consultant with SAI Global Professional Services. She is a Business Performance Improvement professional with over 15 years experience in domestic and international operations. Her experience includes aerospace, assembly, insurance, banking, administrative processes, as well as many others.

Session 13: Process & Supply Chain Management

Session Chair: Susan Mortarelli, EQS, Inc.
Tuesday Afternoon • March 4

1:00 PM – 1:35 PM; Paper #131
Process Approach Refresher
Zachary C. Pivarnik, Bureau Veritas Certification N.A, Inc., Jamestown, NY

This presentation will address the tools that can be used to adequately define process interactions, objective deployment, auditing to the voice of the process and process audit checklists. Also, he will show how the standard clauses interact with the Deming cycle (PDCA) and how this can lead to an effectiveness auditor versus an auditor only determining conformance. In addition, the presentation will discuss Value Added Auditing questions and the disconnect between what we preach and practice. Also, you will review the new attitude of third party auditors, the type of nonconformance that when found and addressed, will add value to the certified organization. Mr. Pivarnik has over 27 years of successful experience in Quality Management. This includes positions in Strategic Quality Planning, Purchased Material Control, Quality Costs, Supplier Quality Assurance, Continuous Quality Improvement, Internal Auditing, Training, and Consulting.

1:35 PM – 2:10 PM; Paper #132
Improved Problem Solving Makes Corrective and Preventive Actions Pay
William Houser, Eagle Force, Inc., Spring, TX

Airplanes are inherently dangerous as they are very sophisticated devices operating in a very inhospitable environment. They operate in an unfriendly environment, vulnerable to weather, drastic temperature variations, and tremendous physical forces. In spite of all these factors, airplane accidents are relatively rare events, because when they have happened and do happen the accidents are thoroughly investigated by the NTSB (National Transportation and Safety Board). If industrial problems were investigated with the same vigor as applied to aircraft accidents, they too would be rare events. Unfortunately, this is not the case. This presentation will show the problem solving methodology and how it can be easily applied in any industrial environment. Mr. Houser is the President of the consulting firm, Eagle Force, Inc. He provides client support to achieve simultaneous productivity and quality improvement using techniques such as: Just-In-Time; and integrated quality improvement initiatives including: ISO 9000, TS 16949, AS 9100, OHSAS 18001 and ISO 14001 requirements.

2:10 PM – 2:45 PM; Paper #133
First Article Inspection and AS9103
Roger Ritterbeck Jr., QMI, Cleveland, OH

One of the objectives of the International Aerospace Quality Group (IAQG) is to establish common Aerospace Industry Quality Standards. This goes beyond Quality Management System Standards and addresses issues that affect product and processes. The IAQG realized a need for a standard to establish requirements for the First Article Inspection (FAI). AS9102 requires very specific forms and submittal requirements for FAI. This technical presentation will give the practitioner an understanding of the FAI process and the requirements of AS9102. Mr. Ritterbeck is Aerospace Product Manager for QMI, the largest certification body in North America. He has 20 years of Quality Management experience in the aerospace, automotive and Quality System registration industries. He has conducted over 600 Quality Management System audits in a variety of industries.


Session 14: Closing Keynote-Deploying What We Learned

Session Chair: Paul Malek, Market Manager, Manufacturing, ASQ
Tuesday Afternoon • March 4

2:45 PM – 3:15 PM; Paper #141
Principled Persuasion for Technical Talkers: PowerPhrases and Perfect Pitches to Add PIZZAZZ to Technical Communication
Meryl Runion, CSP, SpeakStrong, Inc., Cascade, CO

Man and woman do not live by intellect alone. It’s not enough to be brilliant, to know what you are doing or to be a technical expert. If you don’t know how to communicate what you know, you might as well not know it. Even if your main expertise is highly technical, you need to know how to communicate persuasively. Your intellectual brain thinks. Your emotional brain feels. And your reptilian brain acts. Different words affect different parts of your mind and the mind of your listener. This lively and entertaining presentation tells you how to speak in a way that grabs the attention of all three brains to get results. You won’t just get the philosophy – you’ll get the words, phrases and pitches to persuade your listener on every level – intellectual, emotional and implemental. Ms. Runion is the author of PowerPhrases!, How to use PowerPhrases, Perfect Phrases for Managers and Supervisors, and How to Say It: Performance Reviews. Her books have sold over 250,000 copies worldwide. Her clients include the Army, the IRS, and the FBI.

3:15 PM – 3:25 PM
Closing Remarks: Susan Mortarelli, Conference Vice-Chair


2008 INTERNATIONAL CONFERENCE ON
LEAN & SIX SIGMA

Aiming to be the Best -Valued Lean Six Sigma Conference in North America Providing Knowledge, Application & Results
March 5 – 6, 2008, Rosen Plaza Hotel, Orlando, FL


CONFERENCE HIGHLIGHTS
  • Leading Lean and Six Sigma experts
  • Case studies, success stories and lessons learned from
    • Air Force
    • Boeing
    • BMW
    • Bon Secours St. Francis Hospital
    • Duke Energy
    • Flint Group
    • IBM
    • Square D/Schneider Electric
    • Top-ten plant and Shingo Prize winner
  • Seven free workshops
  • Current and pertinent topics including
    • Lean accounting
    • Innovation
    • Lean Supply Chain
    • Deployment best practices and workshop
    • How to get started
    • Integrating ISO 9000 with Lean & Six Sigma
  • Government, service, healthcare and manufacturing implementations
  • Large, medium and small company applications
  • Tools and methods
  • We have it all! Leave with ideas you can immediately put to use. This conference is the best investment for your time and money! Our goal is to be the best Lean & Six Sigma forum in the U.S.
SESSION 1: KEYNOTE - LEAN & SIX SIGMA

Wednesday Morning • March 5
8:00 AM – 8:10 AM
Opening Remarks: Marco Luzzatti, Conference Co-Chair
8:10 AM – 9:00 AM; Paper #L11
What Does it Take to Build and Manage the Lean Supply Chain?
Mandyam M. Srinivasan, Ph.D.
University of Tennessee, Knoxville, TN


In the 21st century, the battleground has shifted from competition between organizations to competition between supply chains. Whether a customer, supplier or both; every organization desires to be part of a Lean Supply Chain – a supply chain that responds quickly and flexibly to changing customer demands, at a low cost, and with little inventory. It is hard enough to handle your own processes, let alone try to have the power to manage and influence the different players in your supply chain. Get answers to the question “what can you do?” Hear a few simple principles that use Lean and Theory of Constraints (TOC) to improve flow across the whole supply chain rather than individual pieces. Several companies will be highlighted who have adopted these principles to improve their competitive position. Dr. Srinivasan is a highly recommended speaker. Prepare to be informed and engaged. Dr. Srinivasan is The Ball Corporation Distinguished Professor of Business at the University of Tennessee. He is the author of the book, Streamlined: 14 Principles for Building and Managing the Lean Supply Chain. He has done work on behalf of GM, Honeywell, IBM, U.S. Air Force, National Science Foundation, Boeing, Sony, Delta Airlines and others. Dr. Srinivasan has won multiple awards for leadership and education.
9:00 AM – 9:45 AM; Paper #L12
Driving Quality Improvement Through
Your Value Streams

Bill Waddell, Wahl Clipper Corporation, Sterling, IL

In almost every business setting, quality is the most significant cost driver, but very few managers know this. Outdated accounting practices and functional organizational structures serve to keep the effects of poor quality hidden. By adopting a flow focus, and structuring the management structure and performance metrics – especially accounting – by Value Stream, the significance of flow on financial results becomes apparent – and the adverse impact poor quality has on flow. Mr. Waddell will explain the transformation of Wahl Clipper from a traditional organization to an interlocking set of Value Streams, and the dramatic improvement in quality that have resulted in both manufacturing operations and in business processes. Mr. Waddell is the Vice President of Global Operations for the Wahl Clipper Corporation. He is the author of award winning book Rebirth of American Industry. He is perhaps best known as the provocative blogger for Evolving Excellence, the world's most widely read Lean manufacturing forum.

9:45 AM – 10:15 AM – REFRESHMENT BREAK
SESSION 2: LSS APPLICATIONS
Wednesday Morning • March 5

10:15 AM – 10:50 AM; Paper #L21
Air Force CMXG Landing Gear Lean Transformation
Dan Davis, US Air Force, Ogden, UT

Aging aircraft, higher costs to repair due to increased repair frequency, and poor service to the customers compelled CMXG to find a better way to do their business. Implementation of Lean started with the wheels and brakes shops of the Landing Gear squadron. The results were dramatic. Sustainability of strategic, group wide cultural change was challenging due to insufficient management and poor parts supportability. In 2003, CMXG launched a series of Kaikaku events to bring about large scale Lean transformation. Focused training for shop floor supervision, WIP reduction, line side markets, and POU brought about significant improvements. Efforts are still under way for cultural transition. Mr. Davis currently supervises implementation of Lean activities within the Commodities Group at Hill AFB. Mr. Davis received his Masters of Science Degrees in geology from Brigham Young University. He was employed for 25 years with various oil companies, after which he joined Hill AFB. He served his country in the US Navy flying the F4-J and A6-E aircraft on active duty. He retired at the rank of Commander.

10:50 AM – 11:25 AM; Paper #L22
Kaizen Events for Office, Service & Technical Environments
Mike Osterling, Osterling Consulting, Inc., LaMesa, CA

Kaizen Events are a proven method to realize dramatic improvements, but executing events to improve office, service and transactional processes present many challenges. Since office processes are often more cross functional in nature, there are significant differences in how the event is coordinated and executed. Learn why Kaizen events in administrative environments need to be managed differently than in manufacturing environments; Learn the key tools used in administrative Kaizens. Mr. Osterling is the President of Osterling Consulting. He has played a pivotal role in leading Lean transformations in the US, Mexico, Australia and Europe. He holds an MBA in International Business, and is the co-author of a recently released book The Kaizen Event Planner.

11:25 AM – 12:00 PM; Paper #L23
Making Accounting Relevant to
Lean Organizations

Frances Kennedy, Ph.D., Clemson University, Clemson, SC

Companies are embracing Lean strategies, as they reorganize into cells and Value Streams. Lean thinking changes an organization. Traditional accounting was designed for a traditional environment and it is now time to reconsider needs of the new Lean organization. A new management accounting system popularly referred to as “Lean Accounting” is emerging and is better suited to providing information on Lean initiatives. Too frequently, Lean results continue to hide behind the mask of traditional accounting. Find out why standard costing and variance analysis distort the real benefits of Lean, and waste valuable resources. See examples of accounting reports that actually help you identify areas for improvement. Dr. Kennedy is an assistant professor at Clemson University. She has 13 years experience in public accounting and industry. She was awarded the 2006 Silver Lybrand Medal from IMA and the 2006 Award of Merit from the International Federation of Accountants.

12:00 PM – 1:00 PM – LUNCH BREAK
SESSION 3: LSS CASE STUDIES
Wednesday Afternoon • March 5

1:00 PM – 1:35 PM; Paper #L31
Implementing Six Sigma to Improve Patient Safety, and Positively Impact the Bottom Line
Mary Jo Cagle, M.D., Bon Secours St. Francis Health System, Greenville, S.C.

The key to taking success to “the next level” is to fully integrate quality improvement philosophies and programs throughout service lines and across the organization. When a quality improvement process reflects our mission, great things are achievable. Learn how a healthcare organization applies these basic principles to impact quality, safety, satisfaction, and finances. See how this was used to lower Orthopedic surgical site infection rates by 63% and hospital acquired MRSA by 59%. This model will be examined as a way to improve safety and quality in other arenas. Dr.