Please note: The agenda listed below is LAST YEAR’S agenda.
The 2015 agenda for both the Lean Accounting Summit and
Lean Management Summit will be posted shortly!

 

Pre-Summit
REGISTRATION AND BREAKFAST – 7:00-8:00AM
OPTIONAL PRE-SUMMIT WORKSHOPS – 8:00AM-5:00PM
Lean Accounting 101 – Facilitated by Nick Katko VIEW
Lean Accounting 201 – Facilitated by Brian Maskell VIEW
Using Defects to Drive Financial Gain; Revealing Opportunity in Unlikely Places – Facilitated by Jean Cunningham VIEW
Bridging the Gap Between Traditional Accounting and Lean Operations: An Immersive Workshop – Facilitated by Jerry Solomon VIEW
Beyond Budgeting – Facilitated by Steve Player VIEW

 

Day 1

REGISTRATION AND BREAKFAST – 7:00-8:00AM
KEYNOTE #1 – 8:00-9:20AM
BOB MILLER, FORMER EXECUTIVE DIRECTOR OF THE SHINGO PRIZE
VIEW
  keynote-miller
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Break – 9:20-9:35AM
BREAKOUT #1 – 9:35-10:35PM
conceptOPTION 1
Creating Lean Flow in the Accounting Department VIEW
Nick Katko
conceptOPTION 2
How Do You Build a Future Ready Organization: Beginning Today VIEW
Steve Player
OPTION 3
Role of Finance in the Next 10 Years: Value Add not Overhead VIEW
Jean Cunningham
OPTION 4: LEAN MANAGEMENT TRACK
Wall Street and Lean Thinking; The Way of Lean Investing VIEW
Cliff Ransom
Break – 10:35-10:50AM
KEYNOTE #2 – 10:50-11:50AM
TOM HOOD, MACPA: WHAT IS THE FUTURE OF ACCOUNTING?            
VIEW
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Networking Lunch 11:50-1:10PM
BREAKOUT #2 – 1:10-2:10PM
caseOPTION 1
Moving From Theory to Practice – Our Lean Journey VIEW
John Nuechterlein & Dan Heise
caseOPTION 2
Beyond Budgeting Implementation Lessons VIEW
Mike DeLuca
OPTION 3
Understanding the Role of Lean Leadership VIEW
Orry Fiume
OPTION 4: LEAN MANAGEMENT TRACK
Returning Manufacturing to America Using Total Cost of Ownership Analysis VIEW
Michele Nash-Hoff
Break – 2:10-2:25PM
KEYNOTE #3 – 2:25-3:25PM
PAT PANCHAK, EDITOR OF INDUSTRY WEEK             VIEW
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Break – 3:25-3:40PM
BREAKOUT #3 – 3:40-4:40PM
conceptOPTION 1
Financial Reports that Drive Lean Forward VIEW
Brian Maskell
OPTION 2
Application of Lean Principles at Porter Instrument, a Division of Parker Hannifin Corp VIEW
Donna Tremblay & Monica Lee
OPTION 3
The Future of Visual Management: Virtual Oobeya, Myth or Reality? VIEW
Zal Pezhman
OPTION 4: LEAN MANAGEMENT TRACK
How to Create and Transition into Value Streams VIEW
Bill Waddell
Break – 4:40-4:55PM
ROUND 1: THE LEAN ENTERPRISE SCRAMBLE 4:55-5:15PM
THE FUTURE OF [SELECT SESSION BELOW] IN THE LEAN ENTERPRISE
VIEW SESSION DESCRIPTION
OPTION 1
Human Resources
Cheryl Jekiel
OPTION 2
Internal & External Supply Chain
Robert Martichenko
OPTION 3
Executive Leadership
Orry Fiume
OPTION 4
Sales and Marketing
Bill Waddell
OPTION 5
Information Technology
Jean Cunningham
OPTION 6
Kata, Coaching, and TWI
Jim Huntzinger & Dwayne Butcher

 

Day 2

REGISTRATION AND BREAKFAST – 7:00-8:00AM
KEYNOTE #4 – 8:00-9:20AM
CHERYL JEKIEL, AUTHOR – LEAN HR WITH SPECIAL GUEST
PAUL KUCHURIS, PRESIDENT, ASSOCIATION FOR MANUFACTURING EXCELLENCE
keynote-jekiel
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Break – 9:20-9:35AM
BREAKOUT #4 – 9:35-10:35AM
caseOPTION 1
Accellent Corporation – Solving the Standard Costing Problem Case Study  VIEW
Jeremy Friedman
OPTION 2
LOST and FOUND; One Company’s Journey From Lean to Fat and Back Again VIEW
Frank Celmer
OPTION 3
Characteristics of the Lean Leader VIEW
Adam Zak
OPTION 4: LEAN MANAGEMENT TRACK
Achieving Focus with Metrics: Linking Strategy to KPI’s to Shop Floor Visual Controls VIEW
Bill Waddell
Break – 10:35-10:50AM
KEYNOTE #5 – 10:50-11:50AM
JIM MORGAN, SENIOR ADVISOR, LEAN ENTERPRISE INSTITUTE
keynote-morgan
Networking Lunch 11:50-1:10PM
ROUND 2: THE LEAN ENTERPRISE SCRAMBLE 1:10-1:30PM
THE FUTURE OF [SELECT SESSION BELOW] IN THE LEAN ENTERPRISE

>>> SESSIONS REPEATED
OPTION 1
Human Resources
Adam Zak
OPTION 2
Internal & External Supply Chain
Robert Martichenko
OPTION 3
Executive Leadership
Orry Fiume
OPTION 4
Sales and Marketing
Bill Waddell
OPTION 5
Information Technology
Jean Cunningham
OPTION 6
Kata, Coaching, and TWI
Jim Huntzinger & Dwayne Butcher
Break – 1:30-1:45PM
BREAKOUT #5 – 1:45-2:45PM
conceptOPTION 1
Powerful Performance Measurements for Control & Rapid Improvement VIEW
Brian Maskell
OPTION 2
Interacting with Operations and Lean Goals VIEW
Keith Henderson
OPTION 3
First Steps to Lean Accounting Statements VIEW
Jean Cunningham
OPTION 4: LEAN MANAGEMENT TRACK
The Coming Compression
Robert “Doc” Hall and Panel
Break – 2:45-3:00PM
BREAKOUT #6 – 3:00-4:00PM
caseOPTION 1
Greatbatch Medical: Adopting Lean Accounting at a Publicly Traded Company VIEW
Lori Jablonski
OPTION 2: LEAN MANAGEMENT TRACK
Your Organization in 10 Years: Panel Discussion