June 4-6, 2019 | Calgary, AB

Pre-Conference Workshops: June 4, 2019

8:00 am - 8:30 am Check in for workshop attendees and morning networking

8:30 am - 10:30 am Workshop A: Building a High Reliability Organization

Bob Koonce - Founder and Managing Partner, High Reliability Group LLC
The U.S. Nuclear Navy is highly regarded as the premier HRO through its unmatched nuclear reactor safety track record. Former Nuclear Submarine Commanding Officer Bob Koonce shares his leadership experience and insights from over two decades in the Submarine Force.
• Introduction to HROs based on the United States Nuclear Submarine Force Culture
• How the U.S. Nuclear Navy achieves a high level of success in a complex and technical environment while maintaining a superb safety record
• Three leadership and management tools essential to developing and sustaining a HRO
• Learn about the Nuclear Navy’s simple but powerful methods for incident root cause and corrective action
• The role Management Systems, Culture, and Leadership play in HROs
• HRO Culture Transformation: The good, the bad and the ugly
• Examine the five cultural elements critical to the U.S. Nuclear Navy’s success and how they might fit into your organization’s culture
• Getting alignment at the top of the organization
• Putting “eyes on target” to assess the HRO gaps
• Coaching and mentoring for lasting organizational culture change
• Sustaining an HRO Culture
• Case Study in HRO Transformation: An International Integrated Oil & Gas Company tackles HRO Culture Change – lessons learned and how you can apply them to your organization
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Bob Koonce

Founder and Managing Partner
High Reliability Group LLC

8:30 am - 10:30 am Workshop B: Optimizing your assets: How to maintain asset integrity in a tough market

• Adopting OE without compromising on asset integrity
• Upgrading, altering and improving assets to maximize production at a lower cost
• State of the art, responsive techniques for optimizing assets
• How inspection, maintenance and monitoring are being adopted as part of a proactive strategy vs a reactive response
• How to develop comprehensive asset analytics to maximize return on assets
• What is the predictive risk solution that changes the safety – productivity dynamic?
• Asset management with a lower budget:
- How to control risk by rebundling activities
- How to re optimise inspection and maintenance
- What are contingency plans?

8:30 am - 10:30 am Workshop C: Human Factors and Procedure Management: Increasing reliability with next generation procedures

Camille Peres - Assistant Professor, Environmental and Occupational Health, Texas A&M University
This workshop will take you through the tools available for next generation procedure management and will discuss why many current procedure management programs can be enhanced to provide the possibility of continuous improvement feedback, high compliance, simple authoring and use/edit tracking all with the end goal of pursuing operational excellence. Topics covered will be:
• Human factors associated with accidents, how to minimize them
• The procedure lifecycle, how to increase feedback and review efficiency
• The importance of content architecture to best to define content requirements, deliver effective training and facilitate procedural
content as tactical implementation for your OpEx strategy.
• Insight into procedure classification, review procedure best practices, minimize disruption, and track use and improvements to reduce risk and improve profitability
• Close with what you can do tomorrow to your operating procedures towards the next generation of operational excellence
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Camille Peres

Assistant Professor, Environmental and Occupational Health
Texas A&M University

10:30 am - 10:45 am Morning Break for Workshop Attendees


10:45 am - 12:45 pm Workshop D: Operations Excellence: Building a lean, but effective, organization to thrive in every market environment

Cristian Matei - Head of Business Transformation, Veolia Group
• Identifying the strategic value levers and performance improvement opportunities in your company
• How to truly determine how reliable, safe and efficient your operations are – and then set targets for change. What is the benchmark?
• Setting clear goals and targets for operations excellence
• Aligning leadership and the rest of the organization
• Creating a sustainable Operational Excellence framework - even as conditions change
• Linking your Operational Excellence plan to business needs and changing objectives
• Identifying your performance gaps
• How to translate the business values and strategies and policies into action
• Changing the organizational culture to incorporate OE principles into the everyday
• Managing “daily improvement” and strategic scorecard / metrics and sustaining continuous improvement
• Weighing the pros and cons of centralized versus localized continuous improvement programs
• Developing the right continuous improvement framework for your business to improve reliability and operability
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Cristian Matei

Head of Business Transformation
Veolia Group

10:45 am - 12:45 pm Workshop E: Critical Success factors in Operations Management System design and implementation: Why, How, and What?

Grigor Bambekov - Director, Performance & Business Excellence, Andeavor Logistics
Many companies have implemented management systems to improve conformance and execution in order to achieve a better state of performance in the pursuit of Operational Excellence. Companies like Andeavor, Marathon Petroleum, Chevron, Exxon and Koch have had tremendous success with their management systems. However, many other companies have found their management systems bureaucratic, costly, complex, and ineffective. This session will highlight the critical success factors in Operational Excellence Management System (OEMS) design and implementation.
• Why dynamic, constantly evolving, and combined Operational Excellence Management Systems are needed more than ever
• How to define the “Size of the Prize” and deliver value through implementation of OEMS
• Use of Lean Principles, Plan-Do-Check-Adjust, and the Six Sigma Methodology to build new and improve existing OEMS
• Why Operational Discipline (OD) system is needed to execute the Operational Excellence Management System
• Bring OEMS to Life with Leadership to Life (L2L) – Sustain it with Operational Discipline (OD), Human Factors, and Behavioral Science
• Executive Stewardship, Operational Leadership, and Tactical Ownership
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Grigor Bambekov

Director, Performance & Business Excellence
Andeavor Logistics

10:45 am - 12:45 pm Workshop F: Digital Transformation: Applying better analytics to find untapped cost efficiences

• Dealing with issues as – or even before – they arise, using actual figures to make fact-based decisions
• Enabling real-time interaction with the information you need to manage your area of responsibility – whether it’s the entire company or a specific region, field, well, maintenance activity, or opex budget
• Combining enterprise data with real-time operational data
• Gaining a real-time perspective of how your operations and asset are doing at any given moment – along with the insight to trigger the right actions needed to maximize operational excellence

8:00 am - 8:30 am Networking Luncheon for workshop attendees

1:15 pm - 3:15 pm Workshop G: Practical Application of AI, Machine Learning, and IoT for Operational Excellence

• Understanding value streams in the context of Industry 4.0
• The evolving role of intelligent assets in a value stream
• Basics of AI and Machine learning in the industrial context
• Mapping AI to business needs – selection criteria
• Achieving operation certainty with AI:
- Asset reliability
- Operation optimization
• Selecting, designing and installing AI and IIOT systems for operational certainty

1:15 pm - 3:15 pm Workshop H: Drive Breakthrough Reliability Improvement Using the Voice of the Experts

Julie Thyne - North America Continuous Improvement Leader, The Dow Chemical Company
Julie Thyne has worked for The Dow Chemical Company for the last 20 years in a variety of manufacturing and engineering positions. She is currently the Continuous Improvement Leader for North America. Julie is the recipient of the 2014 STEP Ahead award from the Manufacturing Institute.
In this workshop, Julie will demonstrate how you can vastly improve reliability using "voice of the experts" in your organization:
• Who are the experts in your organization?
• How do you unlock breakthrough idea generation?
• How can you transfer plant to-do lists into reliability results?
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Julie Thyne

North America Continuous Improvement Leader
The Dow Chemical Company

1:15 pm - 3:15 pm Workshop I: Creating the roadmap for a world class Operational Risk Management framework

• Benchmarking the current state of your core processes:
- company strengths
- gaps to close
- potential financial impact of procedures
- change readiness
• Creating the roadmap for a strong ORM program:
- including securing leadership support
- ensuring ORM governance and risk accountability across the organization
- conducting regular risk assessments
- prioritizing risks

3:15 pm - 3:30 pm Networking Break for Workshop Attendees

3:30 pm - 4:00 pm Workshop J: Process Safety and Operational Excellence: Realizing the connection between safe operations and efficient operations

• What does it mean to achieve excellence in health and safety?
• Integrating safety performance improvement with Operations Excellence and management systems
• Constructing a health and safety program that is not only effective in limiting incidents, but that is optimized operationally
• World class incident management is no accident
• Integrating process safety together with personal safety in decision making
• The new performance standard: Establishing principles and structures that begin with safety - and then applying them to other areas of the business
• What’s required to be successful? Designing a model that’s broad enough to be applicable to all of your assets
• Creating a culture of standardized processes that lead to integrated operations and management
• Creating standardized approaches to various business functions: Centralizing knowledge and oversight, while giving flexibility in implementation

3:30 pm - 5:30 pm Workshop K: Driving Operational Excellence to the Frontline: How to translate the business strategy into action

• Creating a sustainable Operational Excellence framework - even as conditions change
• Linking your Operational Excellence plan to business needs and changing objectives
• Identifying your performance gaps
• How to translate the business values and strategies and policies into action
• Changing the organizational culture to incorporate OE principles into the everyday
• Managing “daily improvement” and strategic scorecard / metrics and sustaining continuous improvement
• Weighing the pros and cons of centralized versus localized continuous improvement programs
• Developing the right continuous improvement framework for your business to improve reliability and operability
- Which organizational structures work to eliminate functional silos?
- How can you encourage and reward process ownership?
- What role do technologies like iBPM, cloud computing and data analytics have to play?
• Early execution learnings: Implementing structured metrics to monitor and measure process performance

3:30 pm - 4:00 pm Workshop L: Cost Performance: Reducing cost and complexity in your operations

Much of the value created by the energy, chemicals and resources industries over the past decades was soaked up by complexity and inefficiency. Then the downturn hit, and efficiency became the industry’s most critical priority. But as oil prices rise, the cost discipline so many fought hard to build can be lost. Successful companies in hazardous industries will bring the lessons of the downturn into
the recovery.
This workshop will give you the opportunity to identify the key levers for driving out cost and complexity in your operations.
Learn how you can fight back by participating in group discussions – we’ll examine 5 key levers for drive out cost and complexity in your operations now including:
• Optimizing Headcount and Talent
• Improving Workforce Efficiency
• Standardizing Technologies
• Enhancing Supply Chain Collaboration
• Optimizing Maintenance
When used correctly the above levers can deliver sizable
improvements to efficiency, agility and, ultimately, financial
performance.

5:45 pm - 8:00 pm Evening Masterclas & Dinner: Culture and Business Transformation: Making the Impossible, Possible

Jose Pires - Former Global Vice President & Director of Business Excellence, Andeavor
If “culture eats strategy for breakfast”, operational excellence, safety, and high reliability may easily become side dishes. Nearly 90% of all major organizational initiatives or programs die a slow death, systematically chewed up by the jaws of culture. Let’s break the cycle and serve a dinner of best practices from great, enduring organizations that have transformed their cultures into their greatest competitive advantage.
This Executive Masterclass and Dinner session will highlight effective mechanisms and practical approaches for cultural transformation:
• Evaluating cultural status, history and resistance to change
• Intentionally designing a culture for competitive advantage
• Identifying and engaging cultural champions, influencers, and leaders
• Engaging and energizing the workforce to implement change that creates value
• Accelerating leadership development aligned with the new culture
• Transforming apathy and complacency into a purpose driven organization that delivers results
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Jose Pires

Former Global Vice President & Director of Business Excellence
Andeavor