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Dear Attendee,

We hope you are doing well and remain safe during these truly historic times! In light of the continued disruption caused by Coronavirus (COVID-19), the schedule of events for the ISO 9000 & Audits and the Lean Six Sigma World conferences (2020) has been updated. The new dates as follows.

  • ISO 9000 & Audits World Conference: March 22-23, 2021 (on-site) 
  • Virtual ISO 9000 & Audits World Conference: On-line & on-demand version of the conference will be available for those not able to attend in person.
  • ISO Workshop 1 & 2: March 21, 2021
  • ISO Workshop 3: March 24, 2021
  • Location (no change): Hilton Orlando Lake Buena Vista, Orlando, FL USA

Speakers: We are moving forward with the 2021 conference plan, securing the best line-up of speakers and practitioners, consistent with past conferences! 

  • Speakers who were scheduled for the 2020 Conference will automatically be accepted for the 2021 program.
  • The conference will confirm availability of each speaker. Speakers who may not be able to travel, may choose to video record their presentation for the on-demand version of the conference.
  • The conference will make a platform available for speakers to record their presentations.
  • Speakers may select either audio or video format along with the PowerPoints. The conference will edit the files to make sure they meet the professional guidelines.
  • All previously submitted proposals can be updated/revised using the "Submit a Proposal" button below.

Registration Fees: Credit from the March 2020 event will be automatically applied to the March 2021 Conference. Please note - there will be no refunds issued for the 2020 conference, only credit towards the 2021 conference.

  • All existing registrations have been updated for the March 2021 dates.
  • If you would like to switch to the Virtual Conference, please contact the conference Office. The fees for the Virtual Event are the same as the physical event.
  • For new registrations, please use the "Register Now" button below.

Hotel Reservations: Please use this link to reserve your room. See hotel reservation page  for room rates.

Thank you for your patience, understanding, and, most importantly, please take care of yourself. We look forward to seeing you in March 2021.

Is Your QMS Robust Enough to Withstand the Long Term Effects of the Recent COVID-19 Pandemic?

Christine Park, www.QualityArchitech.com
www.StrategicLifeArchitech.com

Boy, what a year! Who would ever have thought this world would go through a pandemic such as the one we are living through now? As I look back at everything that has been happening over the past six months, I realize how critical it is to have a robust, flexible quality management system (QMS) with appropriate tools for support of your business. I expect we will see some of the recent actions taken in the industry stay in place for the long term. One thing I can say is how grateful we should be for the changes implemented by the International Organization for Standardization (ISO) over the past several years. If properly implemented, your business systems should be more resilient to the catastrophic issues we have seen over the past several months, and ensure you’re prepared for the future Let’s take a look at some of the challenges we are currently facing in more detail:

  • Documentation – electronic vs. paper, easy access, remote access. Production facilities working with limited capacity and staff.
    Key resources working remotely.
    Virtual audits and inspections.
    Suppliers unable to meet requirements and/or demands.

The recent issues with the COVID-19 pandemic demonstrate the criticality of integrating the QMS with the organization’s business continuity plan. When government mandates were issued causing organizations to shut down, leadership teams kicked their business continuity plans into high gear.

Many production lines were identified as essential to keep products getting to market. After all, we still need food, medical products, and other supplies to live. How do you keep the operations going with all of the restrictions currently in place? Fortunately, technology has advanced to provide new platforms for virtual communications. With Zoom, Webex, Team, Google Docs, Go to Meeting and others, we now have tools and venues to facilitate working remotely. As a result, many of the support staff are now working from home. We have to continue to find creative ways to work remotely AND ensure we maintain compliance to regulations and conformance to standards.

While these new work conditions have benefits, let’s look at three of the biggest challenges and how you might address them.

1. Working Remotely: It’s true that more people are working from home, remotely. In fact, I understand that many organizations will continue this practice even when the pandemic is over. Individuals are doing every day work remotely from home as well as participating in meetings, trainings, and audits being performed. In addition to the increase in remote access for industry, more individuals are using the same services for family gatherings and activities. While this access is amazing and a great way to operate, the increase activity is putting a strain on bandwidth, overall access and system performance. Some things to consider when scheduling these events include time of day for event, number of participants and use of camera vs no camera.

2. Accessing Information: The QMS sets the foundation of processes to support this production. As a result, a robust, simple system is critical for success in times of crisis. In my humble opinion, the biggest challenge I have encountered over this period of time is the necessity for virtual tools and processes. This includes access to critical documentation and processes through remote systems. While many organizations have implemented software solutions to support document management, there are still issues with remote access from homes or remote location. Additionally, many organizations are still using some sort of manual processes for review, approval, and/or distribution. Now is the time to adopt the right technology, and eliminate these issues.

3. Keeping Up:  While the pandemic and other issues linger, regulations in different parts of the world continue to change. As such it is important to keep current with the change and continue with training and/or educating your organization to understand the changes and requirements. Most organizations offer virtual training opportunities. Courses have been modified and instructors are available for public as well as private classes. These can be done from home or work. Don’t fall behind, this is a great time to get updates on what’s happening in the quality/regulatory space.

The key to success here is to evaluate your current systems and documentation to ensure they are effective and as simple as possible. Integrate the QMS requirements into business continuity planning. If you have already done so, there should be minimal disruption to the operations. Consider completing a risk assessment or retrospective analysis of the impact the pandemic has had on your operations over the past six months or so. Are there any key lessons learned because of the challenges of the pandemic? Are there things you would have done differently?

Prepare yourself and your organization for the fact that some of the changes we are seeing may be here to stay. People will need to adapt to working from home, getting access to critical documents, staying up-to-date on industry trends. As we learn to navigate this new terrain, it’s most important of all keep things simple. Don’t get overwhelmed. Leverage your QMS to provide the infrastructure and support to the operations.

CONFERENCE AT-A-GLANCE

Preliminary 2021 Schedule Based on 2020 Program

SUNDAY -  Pre-Conference

ISO WS1
8:00 AM - 5:00 PM; #ISO–001; Room: Veranda

Managing Change and Conformity to ISO 9001:2015

Lorri Hunt, President, Lorri Hunt & Associates, Inc., Kansas City, MO, USA
ISO WS2
8:00 AM - 5:00 PM; #ISO–002; Room: Lanai

Moving Past the Minimum QMS Requirements for Aviation, Space and Defense

Buddy L. Cressionnie, President, ASD Expertise, LLC, Trophy Club, FL, USA
Alan W. Daniels, Senior Quality Specialist, The Boeing Company, Seattle, WA, USA

Speakers’ Orientation Meeting
6:00 PM – 7:00 PM; Room: Lanai

MONDAY MORNING

ISO TRACK 1
KEYNOTE - FUTURE OF QUALITY MANAGEMENT SYSTEMS

Palm Ballroom 3-5; Track Chair: Amy Spomer; RC: Charli Hoialmen

8:00 AM–8:10 AM
Opening Remarks
Amy Spomer, Chair, 2020 ISO 9000 & Audits World Conference

8:10 AM–8:50 AM; #ISO–011
Unlocking the Full Potential of Quality Management Systems

Alan Daniels, Quality Strategy and Industry Standards Management, The Boeing Company, Seattle, WA, USA

8:50 AM–9:25 AM; #ISO–012
Quality Managers - Wake Up!! It Is Up to You to Lead the Journey to Organizational Sustained Success

Dr. Isaac Sheps, Chairman, Central Committee for MSS, Standards Institution of Israel, Ramat Hasharon, Israel

9:25 AM–10:00 AM; #ISO–013
Understanding the Annex L Revision

Lorri Hunt, President, Lorri Hunt & Associates, Inc., Kansas City, MO, USA

10:00 AM–10:30 AM; Refreshment Break

ISO TRACK 2
KEYNOTE - CREATING BUY-IN FOR QMS IMPLEMENTATION

Palm Ballroom 3-5; Track Chair: Amy Spomer; RC: Charli Hoialmen

10:30 AM–11:05 AM; #ISO–021
Giving Your QMS a Personality to Drive Employee Engagement

David Disney, Quality Manager, Protocast, Inc., Commerce City, CO, USA

11:05 AM–11:50 AM; #ISO–022
Panel Discussion: The User's View of ISO 9001 Implementation & Integration

Lorri Hunt, President, Lorri Hunt & Associates, Inc., Kansas City, MO, USA

12:00 PM–1:00 PM; Lunch Break

MONDAY AFTERNOON

ISO TRACK 3
TURBO CHARGE YOUR AUDITS

Palm Ballroom 3
Track Chair: Nancy Pasquan;
RC: William Mizak

1:00 PM–1:35 PM; #ISO–031
Making the ISO 9001-Based System Work for Your Company, Not Your Auditor

Don McFarland, Technical Manger, Aerospace, NSF-ISR, LTD, Ann Arbor, MI, USA


1:35 PM–2:10 PM; #ISO–032
Using the “LAB” Method to Turbo Charge Your Audits

Wali Alam, President, Quality Institute of America, Houston, TX, USA

2:10 PM–2:45 PM; #ISO–033
How to Succeed as a 21st Century Auditor

Puthucode Rajamani, President, Rajamani Group, LLC, Milltown, NJ, USA

ISO TRACK 4
QMS IN THE MODERN DIGITAL AGE

Palm Ballroom 4;
Track Chair: Charli Hoialmen;
RC: Steve Dietzel

1:00 PM–1:35 PM; #ISO–041
Implementing & Maintaining a QMS in the Electronic Age

Kyle Chambers, QMS Advisor, Texas Quality Assurance, Friendswood, TX, USA
Darci Chambers, The Boss Lady, Texas Quality Assurance, Friendswood, TX, USA

1:35 PM–2:10 PM; #ISO–042
Applying the ISO 9001 Standard to Healthcare Big Data

Joseph Larach, Senior Manager Quality Engineering, Health Management Systems, Irving, TX, USA

2:10 PM–2:45 PM; #ISO–043
Redefining Certification: It’s Not Your Grandfather’s Management System

Lisa Purcell, Director of Management Systems, TUV Rheinland of North America, Inc., Littleton, MA, USA

ISO TRACK 5
DEVELOPING A RISK-BASED MANAGEMENT SYSTEM

Palm Ballroom 5;
Track Chair: Roger Ritterbeck;
RC: Christine Park

1:00 PM–1:35 PM; #ISO–051
Developing a Risk Based Internal Audit Plan

Laura Halleck, Sr. QMS Consultant, Quality Support Group, Westford, NH, USA

1:35 PM–2:10 PM; #ISO–052
Audit Nonconformity Grading Using a Risk-Based Approach

Mark Allen Durivage, Managing Principal Consultant, Quality Systems Compliance, LLC, Lambertville, MI, USA

“He who is not courageous enough to take risks will accomplish nothing in life.”

― Muhammad Ali

2:45 PM–3:15 PM; Refreshment Break

ISO TRACK 6
AUDITING WITH A MISSION

Palm Ballroom 3
Track Chair: David Disney;
RC: Robert Freeman

3:15 PM–3:50 PM; #ISO–061
ISO 9001 Auditing – The Dilemma

David Auda, Reliability/Safety Engineer, Volvo/Mack Truck, Greensboro, NC, USA

3:50 PM–4:25 PM; #ISO–062
Auditing With Purpose

Nora Janette Milley, Extension Specialist, NC State University - Industry Expansion Solutions, Horse Shoe, NC, USA

4:25 PM–5:00 PM; #ISO–063
Internal Auditing
Basics: The Do’s and Don’ts for Success!

Beth Coody, Owner, ISO Solutions Now, LLC, Splendora, TX, USA



ISO TRACK 7
QMS IN 
THE CLOUD

Palm Ballroom 4
Track Chair: Buddy Cressionnie;
RC: Steve Dietzel

3:15 PM–3:50 PM; #ISO–071
Usage and Validation of
Cloud Technologies in a Regulated Environment

Pratima 'anu' Virkar, Head of Quality and Compliance IBM WHLS, IBM, Durham, NC, USA

3:50 PM–4:25 PM; #ISO–072
ISO 9001 Compliance in Cloud Based Computing Systems

Norma Antunano, IT Senior Consultant/ Adjunct Faculty, Consulting Firm/University, Austin, TX, USA

4:25 PM–5:00 PM; #ISO–073
Advanced Problem Solving:
A Systematic Approach to Root Cause Analysis

Jim Leonard, Sr. Consultant, Quality Support Group, Ave Maria, FL, USA

ISO TRACK 8
IMPLEMENTING A
RISK-BASED MANAGEMENT SYSTEM

Palm Ballroom 5
Track Chair: Lorri Hunt;
RC: William Mizak

3:15 PM–3:50 PM; #ISO–081
Implementing a Risk-Based Management System Using the ISO 9001 and ISO 31000

Dr. Marc Siegel, Director, Global Security and Resilience Projects, San Diego State University, Encinitas, CA, USA

3:50 PM–4:25 PM; #ISO–082

A Common Sense
Approach to Risks and Opportunities

Lorri Hunt, President, Lorri Hunt & Associates, Inc., Kansas City, MO, USA

“You can measure opportunity with the same yardstick that measures the risk involved. They go together.”

― Earl Nightingale

TUESDAY MORNING

ISO TRACK 9
UNLEASHING THE POWER OF PEOPLE AND ORGANIZATIONS

Palm Ballroom 3
Track Chair: Robert Freeman;
RC: William Mizak

8:00 AM–8:40 AM; #ISO–091
The Eight Weapons of a Quality Leader in a "Team Focus" Environment

Dr. Tim O'Hanlon, Managing Principal, Praestare Limited, Birmingham, United Kingdom

8:40 AM–9:15 AM; #ISO–092
Performance-Based Management

Robert Freeman, Managing Director, ACI Assurance, LLC, Dallas, TX, USA

9:15 AM–9:50 AM; #ISO–093
Excellence & Innovation Acceleration: Unleashing the Power of Great People

Jose Pires, President, Global Excellence & Innovation, San Antonio, TX, USA

ISO TRACK 10
TOOLS FOR
SHARPENING
YOUR QMS

Palm Ballroom 4
Track Chair: Jack West;
RC: Nancy Pasquan

8:00 AM–8:40 AM; #ISO–101
Auditor Tool Box-Process Interaction Diagram

Steve Michael Baysinger, Director of Logistics, BayMerica, LLC, Spring Branch, TX, USA

8:40 AM–9:15 AM; #ISO–102
5S as a Catalyst for Change

Mian Saqib Sohail, Senior Manager Organization Development, Artistic Milliners, Karachi, Pakistan

“Quality control is more than a state of mind. It requires effective tools.”

― Shigeru Mizuno

ISO TRACK 11
BEYOND THE MINIMUM QMS REQUIREMENTS FOR AEROSPACE

Palm Ballroom 5
Track Chair: Alan Daniels;
RC: David Disney

8:00 AM–8:40 AM; #ISO–111
AS9100, AS9110, AS9120: Moving Past the Minimum

Alan Daniels, Quality Strategy and Industry Standards Management, The Boeing Company, Seattle, WA, USA
Buddy Cressionnnie, President, ASD Expertise, Trphy Club, TX, USA

8:40 AM–9:15 AM; #ISO–112
Aerospace Adopts Automotive APQP Requirements With the New AS9145 Standard

Roger Ritterbeck, Aerospace Program Manager, Bureau Veritas Certification, Houston, TX, USA

9:15 AM–9:50 AM; #ISO–113
Even Earthquakes Cannot Shake an Effective QMS

Kirk R. Armstrong, Program Analyst, SA-Tech, China Lake, CA, USA

9:50 AM–10:15 AM; Refreshment Break

ISO TRACK 12
ACHIEVING SIMPLIFIED QMS THROUGH INTEGRATION

Palm Ballroom 3
Track Chair: Charli Hoialmen;
RC: Christine Park

10:15 AM–10:50 AM; #ISO–121
Integration: The Square Peg and Round Hole Conundrum

Terry A. Mors, Principle Consultant, ERM, Inc., Dexter, MI, USA

10:50 AM–11:25 AM; #ISO–122
Future Integrated Management System Auditing: ISO 9001, ISO 14001, ISO 45001 and More

Dr. Roderick A. Munro, Senior Lead Assessor, Lloyd’s Register, Houston, TX, USA

11:25 AM–12:00 PM; #ISO–123
The Need for a Cause and Corrective Action Report System

Christian Lesesne, Senior Consultant, Park Avenue Solutions, Phoenix, AZ, USA

Leigh Ann Schildmeier, Founder & President, Park Avenue Solutions, Phoenix, AZ, USA

12:00 PM–1:00 PM; Lunch Break 

ISO TRACK 13
STRATEGIES FOR PROCESS
IMPROVEMENT

Palm Ballroom 4
Track Chair: Roger Ritterbeck;
RC: Amy Spomer

10:15 AM–10:50 AM; #ISO–131

ISO 9001 and Lean Six Sigma Comparison and Optimization of Synergies

Maria Achilleoudes, Operational Excellence Consultant and Trainer, Fit Business, Egkomi, Cyprus

10:50 AM–11:25 AM; #ISO–132

Strategic Project Management for Operational Excellence

Tony Belilovskiy, Director, International Institute for Customer-Centered Leadership, Sarasota, FL, USA

Robin Lawton, Leadership Strategist, C3 Excellence, Inc, Sarasota, FL, USA

"If you can't describe what you are doing as a process, you don't know what you're doing."

– W. Edwards Deming

ISO TRACK 14
REGULATORY &
QUALITY JOINING FORCES

Palm Ballroom 5
 Track Chair: Buddy Cressionnie;
RC: Robert Freeman

10:15 AM–10:50 AM; #ISO–141
Integrating Regulatory Affairs Into the Quality Management System

Christine Park, Consultant, Christine Park & Associates, Villa Rica, GA, USA

10:50 AM–11:25 AM; #ISO–142
Objectives and Measures Under ISO 9001:2015 and ISO 13485:2016

Nancy Pasquan, Principal, Eyes On, Inc., Escondido, CA, USA

“If you think compliance is expensive, try non‐ compliance”

― Former U.S. Deputy Attorney General, Paul McNulty

12:00 PM–1:00 PM; Lunch Break 


12:00 PM–1:00 PM; Lunch Break

TUESDAY AFTERNOON

ISO TRACK 15
GLOBAL SUPPLY CHAIN MANAGEMENT

Palm Ballroom 3
Track Chair: Lorri Hunt;
RC: Nancy Pasqua

1:00 PM–1:35 PM; #ISO–151
Creating Mutually Beneficial Supplier Partnerships in a Global Economy

Kathryn Roberts, CEO, The BlueWater Group, Inc., Wilmington, NC, USA

1:35 PM–2:10 PM; #ISO–152
Mitigate Risk Within Your Supply Chain and Control Supplier Costs

Mike Miller, Founder & CEO, TIP Technologies, Waukesha, WI, USA

2:10 PM–2:45 PM; #ISO–153
Risk Based Thinking & Supply Chain Compliance

Andrew Cole, Principle Consultant, ARC Verification, Parrish, FL, USA

ISO TRACK 16
LEARNING, WORKING, AND LEADING IN QMS

Palm Ballroom 4
Track Chair: Amy Spomer;
RC: Christine Park

1:00 PM–1:35 PM; #ISO–161
Awareness Training for Employees

Patsy Ball Brown, Consultant, Brown & Associates Quality Consulting, Inc., Pine Bluff, AR, USA

1:35 PM–2:10 PM; #ISO–162
Alignment Between Learning, Working, and Leading Determines Individual and Systems Success

Dr. Alan J. Peterson, CEO, AJP & Associates, LLC, West Fargo, ND, USA

“Learning is not attained by chance, it must be sought for with ardor and attended to with diligence.”

―Abigail Adams

ISO TRACK 17
SUSTAINED SUCCESS
Mini-Workshop

Palm Ballroom 5
Track Chair: Jack West;
RC: David Disney

1:00 PM–2:45 PM; #ISO–171
Enhancing Your QMS to Achieve Sustained Success

Dr. Isaac Sheps, Chairman, Central Committee for MSS, Standards Institution of Israel, Ramat Hasharon, Israel
John E. (Jack) West, Pr
inciple, John West Consulting, LLC, The Woodlands, TX, USA


2:45 PM–3:15 PM; Refreshment Break

ISO TRACK 18
ROUND TABLE DISCUSSION

Palm Ballroom 3
Track Chair: Lorri Hunt;
RC: David Disney

3:00 PM–3:45 PM; #ISO–181
Achieving Standards Compliance Is Not Enough to Achieve Sustained Success

Charles Cianfrani, President, Green Lane Quality Management Services, LLC, Green Lane, PA, USA
John E. (Jack) West, Principle, John West Consulting, LLC, The Woodlands, TX, USA


WEDNESDAY


ISO WS3
8:00 AM - 4:00 PM; #ISO–201; ; Room: Lanai
How to Audit a ISO 9001:2015 Process-Based QMS

Charles Cianfrani, President, Green Lane Quality Management Services, LLC, Green Lane, PA, USA
John E. (Jack) West,  Principle, John West Consulting, LLC, The Woodlands, TX, USA


  1. There will have an on-line & on-demand version of the conference available for those not able to attend in person. For this reason, the Conference will make every effort to record the presentations in advance.
  2. Speakers are asked to record an audio or video version of their presentations using the Conference platform on GoToMeeting.
  3. Speakers are asked to reserve a time slot between August 3, 2020 and January 31st, 2021. 
  4. Most time slots are for an hour.  However, your recording time should be 35-40 minutes, with the goal of post-edit version to be 35 minutes.
  5. The conference will edit the recording, and make it available on the limited access conference video channel.
  6. Click on the link below to sign up for a time-slot for the recording.
Click here to reserve the date and time to record your presentation


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(*) based on previous conference attendance






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