In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. National Registry of CPE Sponsors ID Number 109067. Instructional delivery method: Group-Live.


2013 Agenda By Mini-Tracks
Mini-Tracks are individual sessions grouped together in areas of emphasis. You are not locked
into any track and have the freedom to pick and choose sessions to meet your learning needs.

foundation Lean Accounting Foundations
Learn the foundations of Lean Accounting principles and practices.
- Solving the Standard Costing Problem
- Bridging the Gap: Between Traditional Accounting & Lean Operations (3 parts)
- Performance Measures
- Implementing Lean Accounting Statements
impact Lean Accounting’s Impact on the Larger Lean Enterprise
Explore Lean Accounting’s impact across all “silos” of an organization. Sales, Product Development, HR, and more all await your guidance and influence.
- Keynote with Toyota Manager, Glenn Uminger
- Lean Business Strategy, Marketing & Selling for Sustained Growth
- Lean Accounting and Operational Excellence: Survey of Practices at Companies Engaged in Lean Transformation
- Unleashing the Power of 3P: Accounting and Finance Professionals as Change Agents
prod Financial Impact of Product Development
Nearly 80% of all cost savings is found in Product Development, not on the “shop floor.” You don’t have to be in Product Development to influence Product Development!
- How Lean Product Development Drives Topline and Bottomline Growth
- Product Development and Product Strategy Case Study
lead Your Role as Lean Leader
Whether middle-management or C-suite, what is your role as lean leader? How effective are you in your role as coach?
- Opening Keynote with Former Wiremold CEO, Art Byrne
- Another Day in Paradise: My Truth as a Leader in an Uber-Lean Organization
- Hindsight is 20-20: Lessons from Real Lean Transformations
- The 8 Secrets of Becoming a Lean CFO
unscript Lean Accounting Unscripted
A bold undertaking by Summit organizers and thought leaders… In most cases there is no simple 1-2-3 step process for lean implementation. These sessions will teach “how to THINK” more so than “how to DO” to be effective problem solvers in your unique situations.
- Then and Now: The Original Lean Team
- Open Space Dialog: Participant Driven Sessions
- Lean Accounting in the Coliseum: THEM vs. US (2 parts)
- Lean Accounting LIVE! – Advanced Coaching
- Lean Accounting LIVE! – Coaching the Foundations
Agenda By Date

Wednesday, October 16

Optional Pre-Summit Workshops

Title Workshops Length CPE Credits
Available
Visual Management for Lean Accounting Drew Locher 8:00AM-5:00PM 8.0
Implementing the Lean Accounting Trilogy Jean Cunningham 8:00AM-5:00PM 8.0
LA 101: Introduction to Lean Accounting Nick Katko 8:00AM-5:00PM 8.0
LA 201: Value Stream Management Brian Maskell 8:00AM-5:00PM 8.0
An Introduction to Lean and Lean Accounting:
A Practical, Easy to Understand Simulation
Gerald DeBusk 8:00AM-5:00PM 8.0

Day 1: Thursday, October 17

REGISTRATION AND BREAKFAST – 7:00-8:00AM
darkleaderOPENING KEYNOTE PRESENTATION – 8:00-9:15AM
Break – 9:15-9:30AM
darkunscriptSPECIAL UNSCRIPTED SESSION – 9:30-10:40AM
Break – 10:40-10:55AM
BREAKOUT #1 – 10:55-12:05PM
smfoundviewOPTION 1
Solving the Standard Costing Problem
Brian Maskell
viewsmproddevOPTION 2
How Lean Product Development Drives Topline and Bottomline Growth
Katherine Radeka
viewsmleadOPTION 3
Understanding the Role of Lean Leadership
Orry Fiume
Networking Lunch 12:05-1:25PM
BREAKOUT #2 – 1:25-2:35PM
viewsmfoundOPTION 1
Bridging the Gap Between Traditional Accounting
and Lean Operations

Jerry Solomon
smproddevOPTION 2view
Product Development and Product Strategy Case Study
Steve Maynard
viewsmleadOPTION 3
Another Day in Paradise: My Truth as a Leader in an Uber-Lean Organization
Jeff Toner (Mercury Wire)
Break – 2:35-2:50PM
BREAKOUT #3 – 2:50-4:00PM
viewsmfoundOPTION 1
Bridging the Gap Between Traditional Accounting
and Lean Operations, Continued

Jerry Solomon
viewsmimpactOPTION 2
Lean Management and Economics: Friends or Enemies
Bob Emiliani
viewsmleadOPTION 3
Hindsight is 20-20: Lessons from Real Lean Transformations
Kevin Meyer
Break – 4:00-4:15PM
BREAKOUT #4 – 4:15-5:25PM
viewsmfoundOPTION 1
Bridging the Gap Between Traditional Accounting
and Lean Operations, Continued

Jerry Solomon
smproddevviewOPTION 2
Session Pending
smleadviewOPTION 3
The 8 Secrets of Becoming a Lean CFO
Nick Katko
Day 2: Friday, October 18
REGISTRATION AND BREAKFAST – 7:00-8:00AM
darkimpactOPENING KEYNOTE PRESENTATION – 8:00-9:15AM
Break – 9:15-9:30AM
darkunscriptOPEN SPACE ROUNDTABLES – 9:30-10:40AM
Break – 10:40-10:55AM
BREAKOUT #5 – 10:55-12:05PM
viewsmunscriptOPTION 1
1of2 Lean Accounting in the Coliseum: THEM vs. US!
Bill Waddell & Panel
smfoundviewOPTION 2
Performance Measures
Brian Maskell
viewsmimpactOPTION 3
Lean Business Strategy, Marketing & Selling for Sustained Growth
Ed Miller
Networking Lunch 12:05-1:05PM
BREAKOUT #6 – 1:05-2:15
viewsmunscriptOPTION 1
2of2 Lean Accounting in the Coliseum: THEM vs. US!
Bill Waddell & Panel
smfoundviewOPTION 2
Implementing Lean Accounting Statements
Jean Cunningham
viewsmimpactOPTION 3
Lean Accounting and Operational Excellence: A Survey of Practices
at Lean Companies and Companies Engaged in Lean Transformation

Larry Grasso
Break 2:15-2:30PM
BREAKOUT #7 – 2:30-4:30PM
viewsmunscriptOPTION 1
Lean Accounting LIVE!Advanced Coaching
Bill Waddell, Brian Maskell, Jean Cunningham
smunscriptviewOPTION 2
Lean Accounting LIVE!Coaching the Foundations
Bruce Baggaley, Jerry Solomon, Nick Katko
viewsmimpactOPTION 3
Unleashing the Power of 3P: Accounting and Finance Professionals as Change Agents
Drew Locher