Senior Portfolio Director, Innovation & Digital Programmes
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Senior VP of Business Excellence
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DIrector, Operational Excellence
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Global Change Management
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Global Director Business Integration in Associate Services
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Nuray Gurtekin Sen
Head of Global Process & Quality
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Global Excellence & Innovation (E&I) Leader
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Enterprise Principle Leader, Global Manufacturing Operations & Council
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Head of Global Innovation Networks
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Global Director, Lean Enterprise
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President & CEO
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SVP and Head of the Center of Operational Excellence
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VP Global Brand Marketing
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Dr. Morphis Tsalikidis
Regional Operational Excellence and Business Transformation Executive Director
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Vice President, Senior Business Manager
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Director of LCI
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Director Global Market Planning & Launch Excellence
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Dr. Stefan Scherer
Vice President, Head Early Development, Strategy and Innovation
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RMS Strategic Stakeholder Engagement
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System Director, Performance Improvement
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Samantha Bureau - Johnson
Vice President of Business Process Excellence (BPE) & Project Management Office (PMO)
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Head of Operational Excellence
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Continuous Improvement Chief Engineer
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AVP, Head of MMUS CI
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Dr. Cindy Young
Program Manager, Fleet and TYCOM Enterprise Support
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Head of Business Assurance & Improvement
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Director of Lean Transformation
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Shingo Award-Winning Author, Founder
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Global Innovation Framework Leader
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Director of the Lean Management Office
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Operational Excellence Manager
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Global Head of CI
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Global IT Executive Director Business Partnership and CRM Strategy
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Lean Champion, Book Author and Shingo Prize Winner
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Dr. Jagadish Barik
Chief Sustainable Officer & VP Business Excellence
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Enterprise PMO Governance and Process Manager
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System Transformation Manager
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Corporate VP, Enterprise Transformation
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Head of Global Process
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Global Vice President, HR Strategy & Transformation
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VP Finance Operations
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Medical Director, Office of the Chief Medical Officer
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Executive Director of IT Strategy Execution
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Dwight Harris Jr.
Senior Lean Six Sigma & Agile Integration Consultant
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Senior Director of Product Strategy and Marketing, Learning
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Director & CEO Project Leaders, Office of CEO
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Vice President Education & Research
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Vice President, Automation
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Senior Advisor in Corporate Strategy
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Organization Design & Change Leader
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Senior Director of Business Process Improvement
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Operational Excellence Lead
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Director Brand Insights – Global Brand Strategy
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Global Director for Operational Excellence
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Dr. Mathias Kirchmer
Managing Director & Co CEO
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Advisory Board Member
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President & CEO
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Joseph F. Paris, Jr.
Chairman, Xonitek, Founder
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Partner & CEO
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Lee Winters, Sr
Director of Strategy Optimization
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Regional Managing Consultant
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Organization Design & Change Leader
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Senior Partner & Author
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Founder & Executive Director
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CEO & CTO
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IS Manager BPM
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Jean-Claude Kihn has been President of The Goodyear & Rubber Company’s Europe, Middle East and Africa business unit since January 1, 2016. Prior to this prestigious appointment, Mr. Kihn has previously served as President of The Goodyear Tire & Rubber Company’s Latin America business, Senior Vice President & Managing Director of Goodyear Brazil and as as the company’s Senior Vice President & Chief Technical Officer.
Sisir joined Verizon in 2011 and is the Vice President of Process Excellence and Innovation. Prior to joining Verizon, Sisir was part of the General Electric Company, where he held several leadership roles at GE Appliances, GE Transportation Systems, Pratt & Whitney, GE Corporate, and GE Aviation, in design, process excellence, e-Business, and strategic marketing. Sisir led the global P&Ls for GE Aircraft Engine and GE Smart Grid Automation businesses.
He has published more than twenty papers in conferences, professional journals and books. In addition, Sisir has chaired many technical conferences and attended executive education at Wharton, Stanford and Harvard Business School. He received his masters in mechanical engineering with specialization in Artificial Intelligence and a Ph.D. in Mechanical Engineering.
José Pires serves as the Global Excellence & Innovation (E&I) Leader for Andeavor Corporation, where he oversees the global identification, prioritization and execution of mission critical business improvements and innovations that add value to the company, business partners and external clients in multiple markets.
Prior to his current role, Pires held Excellence and Innovation leadership positions in large, global companies in the electronics (Sony), semiconductor (Cymer-ASML), food (Nestlé) and infrastructure (Black & Veatch) industries. Throughout his career, Pires developed and refined E&I as an award winning program for innovation, leadership development, strategy execution and value creation globally.
Pires is an advisory board leader and keynote speaker for several global conferences on innovation, operational excellence, leadership development, strategy execution, business transformation, customer engagement and growth acceleration.
He holds a Bachelor in Engineering Physics from the University of Kansas and a Master in Business Administration focused in Investment Banking and Entrepreneurship from the University of San Diego.
Ricardo Estok, has over 20 years of experience driving sustainable Operations, Commercial and Business Excellence Transformations
He has multicultural and functional experience at global companies in the US and LA, including Johnson Controls, S.C. Johnson, Abbott and Pepsi.
He holds a master’s of science in business from the University of Miami; a bachelor’s of science in industrial engineering, and he is master black belt.
He speaks English, Hungarian and Spanish
Currently, his role is as the Enterprise Principle Leader, Global Manufacturing Operations & Council at Johnson Controls Inc.
Ricardo moved to Wisconsin, USA, with his wife, 10 years ago.
Jeff Hastie is the Global Director – Lean Enterprise at Bose Corporation. His responsibilities include leading Lean and Six Sigma programs in Manufacturing and Global Supply Chain, Sales and Marketing, Product Development, Research and Corporate Administration including IS, HR, Finance and Legal.
Jeff started his career at Bose in 2001 as a senior Quality Engineer and Six Sigma Black Belt. He worked with Finance to quantify the cost of poor quality and over the next 4 years he led improvement Teams across Manufacturing to bring more value to the company. In 2005, he initiated and led the formal deployment of Lean Six Sigma at Bose Corporation. In 2007, Jeff developed and implemented a strategy to pilot and then expand the Bose Production System (the Toyota Production System) across Bose Manufacturing Plants and Distribution Centers. Today Lean Enterprise is a strategic imperative enabling the success of Bose Corporation business improvement strategies worldwide.
Prior to Bose, Jeff was employed at Wyman-Gordon Company, producers of technically advanced structural and engine components for the Aerospace Industry. During his 18 years at Wyman-Gordon, he held a variety of leadership roles in Industrial Engineering, Manufacturing Operations, Quality Assurance and Continuous Improvement.
Jeff has over 35 years of manufacturing and Continuous Improvement experience in the Wood Products, Metal Working, Aerospace Forging and Consumer Electronics Industries. He has spent the last 19 years dedicated to leading Lean & Six Sigma programs to accelerate business value.
Jeff hold a Bachelor of Science Degree in Wood Products Engineering from the State University of New York and a Bachelor of Arts Degree in Business Administration from Syracuse University. He is a Certified Lean Six Sigma Master Black Belt.
On July 14th, 2014, Al Faber was named President and CEO of the Baldrige Foundation.
The Mission of the Baldrige Foundation is to ensure the long-term financial growth and viability of the Baldrige Performance Excellence Program, and to support organizational performance excellence in the United States and throughout the world.
Prior to joining the Foundation, Al served as President & CEO of The Partnership for Excellence (TPE), the premier Baldrige-based state program for the promotion of performance excellence in all sectors of the economy. TPE is a volunteer-driven, 501(c)3 non-profit member organization headquartered in Columbus, Ohio, promoting the interests of performance excellence throughout Ohio, Indiana, and West Virginia. TPE has served more than 324 organizations that represent more than 1.7 million jobs at 1,769 work locations with revenues in excess of $139.2 billion dollars and more than 226.4 million customers. TPE Examiners have donated more than $34.6 million dollars in services to these high-performing organizations.
Prior to that, Al served in federal & state government culminating in executive positions and leading more than 11,500 employees, with 65 major facilities, a 250 million dollar operating budget and real property exceeding 2.1 billion dollars. He has provided executive leadership, establishing policies, priorities and oversight of federal budgets, operations and training, personnel, logistical operations and infrastructure management to include numerous construction programs. He is driven to create winning organizational results with a deep sense of commitment to public service.
Lisa Norcross is SVP and Head of the Center of Operational Excellence for E.ON, based in Essen, Germany. Lisa is a Mechanical Engineer who has been working in operations and operational performance improvement for over 20 years across several different industries. She started her career as a Graduate Engineer at Ford Motor Company, and after completing a post-graduate qualification in Manufacturing Management, moved into the Management Consulting world, working as an Operations Expert for McKinsey and Company.
Between McKinsey and E.ON, she was head of Operational Excellence for Europe and China for an aluminium manufacturer.
Alyson Griffin is vice president of global brand marketing strategy in the Global Marketing and Communications organization at Intel Corporation.
In this role, Griffin is responsible for managing all facets of Intel’s global brand strategy. This includes defining the global brand positioning and promise, equity measurement and objectives by target, and the development of brand assets, activations and communications to bring Intel’s brand to life across all regions and business units.
A veteran of marketing and communications in the technology sector, Griffin joined Intel in 2016 after more than 15 years at Hewlett-Packard Company, where she most recently served as vice president of Americas Marketing. During her tenure at HP, she spearheaded numerous business-to-business and consumer marketing initiatives across multiple business units – cloud, data center, networking, personal systems and printers – and geographies, including leading the restructuring the Europe/Middle East/ Africa marketing team to fuel sales in the 80-plus countries across the region.
Among her achievements, Griffin served on the management team that pioneered the company’s “Going Epic” campaign for HP’s Personal Systems organization, which was acknowledged by Forbes as one of the top social media campaigns of 2015.
Before joining HP in 2000, Griffin spent five years at public relations agencies Porter Novelli and Wilson McHenry Company, where she managed teams and accounts focused on the internet and technology sectors.
Griffin holds a bachelor’s degree in speech communications from San Jose State University.
Articles & Quotes:
Hiren manages RPA Strategy and Delivery for one of the largest banks in the US. He has been responsible to lead automation opportunity identification and business case development, RFP and vendor selection, software procurement and installation, agile bot development and support, as well as designing and establishing RPA Center of Excellence, a scalable governance and operating model.
As an internal consultant, Hiren has vast experience with Consumer and Commercial Banking products. Hiren has delivered millions of dollars of value by leading information-based strategy development, process improvements, technology transformation, and Business Operations Transformation (Customer Service Ops, Branch Ops and Back-office ops) which includes outsourcing and offshoring. Prior to settling in the USA, Hiren managed technology teams in India and Colombia. Hiren has his MBA from VCU, and he is certified PMP, Six Sigma Black Belt, Certified Outsourcing Professional as well as Certified Scrum Product Owner. Hiren has published case studies and papers in the field of Technology Transformation, Finance, and Marketing Strategy, as well as presented at the conferences. He also works as an adjunct faculty in VCU and teaches graduate classes in the School of Business.
Peter Evans was born in 1955. He joined the LEGO in February 2016.
The early part of his career was in Finance in various industries, including Defence, Financial Services and Telecommunications. Peter worked for General Electric throughout the 90’s including spells in
Manchester, Brussels, Shannon (Eire) and Connecticut.
From 2000 to 2013 he worked in Telecoms in the UK, first with Vodafone, then Cable & Wireless, before finally leading Operational Excellence for Virgin Media. From 2013 to 2015 Peter led Process Excellence in Northern Europe for Maersk Line, based in Copenhagen.
Since February 2016 Peter has been Director of LCI (LEGO Continuous Improvement) at LEGO with
specific responsibility for Business Service Operations and is actively involved in establishing a
Global Business Services Organisation for Finance.
Shirley is Director of Launch Excellence Operations at AstraZeneca, the 7th largest Pharmaceutical company in the world. With a storied background from Wall Street - to Small Business - to Big Pharma, Shirley is dedicated to ensuring the patient’s customer experience and expectations are met with excellence by applying a ‘systems thinking’ operational strategy to complex global initiatives. Through quiet and compelling alliances, Shirley stirs up organizational complacency to support the best ideas, provide the largest ROI, and foster more flexibility to the AZ global market businesses.
Fabio is the head of Business Process Excellence at Boehringer-Ingelheim Animal Health Business Unit – St. Joseph, and is a certified Master Black Belt.
His successes also include, Merck Co. Inc., Ford Motor Company, First National Bank, and many others.
With over two decades of experience in continuous improvement implementation in more than five industries his view is radically different. Fabio helps organizations see employees as a gold mine of ideas to help improve and transform the business, establishing sustainable systems to empower employees at all levels to drive continuous improvement.
Harold is the System Director of Performance Improvement, and is responsible for the approach, structure, and standards that support PeaceHealth’s operational improvements. He leads a team of community-located improvement resources who support improvements in access, throughput, reliability, cost, and efficiency across the organization’s 3 states, 10 hospitals, 70 clinics, 900 providers and 16,000 caregivers.
Harold is a professional electrical engineer and his initial exposure to work improvement was in various positions with an electrical equipment manufacturer. In increasingly responsible roles, he implemented just-in-time manufacturing, discrete-event-simulation production planning, and designed a greenfield Lean facility with a process-oriented organizational model. In addition to managing operations, he was also responsible for information technology, which included early adoption of PC networks, automated software design systems, and an integrated design and enterprise-resource-planning system.
Since joining PeaceHealth in 2004, Harold has contributed to a numerous improvement initiatives including: clinical workflow designs, pharmacy redesign and reliability, ED safety and throughput, physician practice redesign, continuous improvement training, and facility design. He introduced queuing theory, software modeling and simulation, and developed those into a Management Engineering team. In PeaceHealth’s transition from a holding to operating company, he led the transition to a single improvement vision, strategy, and structure. Recently, he directed a three-year system-wide deployment of a Lean Daily Management System, which now involves approximately 400 units and 14,000 caregivers.
Anu George is Chief Quality Officer for Morningstar. She is responsible for providing strategic direction to Morningstar’s operational excellence & continuous improvement initiatives. She works at the intersection of operational excellence, human behavior & technology. Anu is an avid reader, and has an eclectic choice of the books she reads. She enjoys learning and experimenting with new thoughts in the world of change management, organizational behavior, operational excellence, LEAN & Agile.
Anu has more than 20 years of experience in operations management and Lean Six Sigma. Before joining Morningstar in 2010, she had worked for Unilever and GE. She is a frequent speaker on topics including business process excellence and leadership.
Anu holds a bachelor’s degree in economics and accounting and a master’s degree in business administration, with a specialization in marketing, from the University of Mumbai.
Joseph D. Vacca is currently the Head of Operational Excellence for CIGNA HealthSpring. Vacca has over 20 years of leadership experience in Finance and Operations with an emphasis on Continuous Improvement and Enterprise Efficiency. He has worked across Insurance, Financial Services and HealthCare industries at companies including General Electric, MassMutual, Aetna and CIGNA. Vacca has been a practicing Six Sigma Black Belt since 2004, with ASQ certifications for Black Belt (CSSBB) and Lean (LSC).
He has a bachelor's degree in Economics & Psychology from St. Lawrence University, and an MBA from Rensselaer's Lally School of Management. Vacca is also a graduate of the GE Financial Management Program and CIGNA's Financial Development Program, which he then directed upon graduation. Vacca lives in Connecticut with his wife and two daughters, and enjoys outdoor sports and wellness activities such as hiking, running, and biking in his free time.
John King is a Continuous Improvement Chief Engineer for Northrop Grumman Corporation where he is responsible for Implementation of large scale transformational improvement projects and training of Continuous Improvement Techniques including Lean and 6 Sigma processes.
John is an industry veteran with over 25 years of experience in Manufacturing, Operations, Supply Chain, and Quality management in a number of industries including consumer products, automobiles, aerospace, communications, and capital equipment manufacturing. Much of this experience has been in the areas of cost reduction and process improvement. John has made several presentations of the results of his work in Process Improvement and Lead Time Management at regional, national, and International conferences.
John is a 6 Sigma Master Black Belt, a licensed Professional Engineer, and he serves on the Board of Directors of the Maryland World Class Consortia. He is also a graduate of Georgia Tech (Bachelors and Masters Degrees in Mechanical Engineering) and Loyola University of Maryland (MBA).
Dr. Cynthia J. Young, DBA, PMP, LSS MBB, is a retired U.S. Navy Surface Warfare Officer with 23 years of service and is a Program Manager for Fleet and TYCOM Enterprise Support and member of the Strategic Solutions Center within McKean Defense.
She is also an Adjunct Professor in Business Administration at Stratford University at the Virginia Beach, VA campus, primarily teaching project management in the Executive Masters of Business Administration (EMBA) program. She is a past-Chair of ASQ Tidewater, Section 1128. She has also held positions on Section 1128's Section Leadership Committee as the Secretary and Vice Chair.
Cindy earned a Doctorate of Business Administration in Project Management from Walden University, two MBAs, one in E-Commerce and one in Advanced Management Studies from Trident University, and a Bachelor of Arts in English Language and Literature from University of Maryland, College Park. She is also the author of The Refractive Thinker(r): Vol XI: Women in Leadership, Chapter 3: Using Leadership to Improve Firm Performance through Knowledge Management. When she is not presenting or working, she and her husband raise funds and participate in half marathons with Team in Training to support the Leukemia and Lymphoma Society.
Kevin Goldsmith oversees the development and IT teams at Avvo. Prior to joining Avvo, Kevin was the VP of Engineering at Spotify, the popular digital music service, where he led a team of 175 engineers for the company’s mobile, desktop and web platforms. He also served as the Director of Engineering for Adobe Systems for nearly a decade. Kevin has been an industry forerunner in the areas of GPGPU for commercial applications, leading development teams for both Adobe and Microsoft’s Virtual Worlds (later social computing).
Kevin speaks around the world, on topics ranging from product development to how culture affects work productivity and morale. He earned degrees in Applied Mathematics and Computer Science from Carnegie Mellon University.
Mustafa Abdulali is the Director of Lean Transformation at NCH in Naples, FL. Mustafa is focused on engineering a culture that embraces structured problem solving using tools and techniques from process improvement methodologies such as Lean and Six Sigma. He previously worked as the Director of Performance Improvement at Main Line Health in Philadelphia, PA and had spent over a decade in the Automotive and Aerospace industries where he held a variety of positions.
Mustafa has a Bachelors degree in Mechanical Engineering from the Georgia Institute of Technology, an MBA from the University of Florida and is an American Society of Quality Certified Lean Six Sigma Black Belt.
Kevin J. Duggan is a renowned expert in applying advanced lean techniques to achieve Operational Excellence and the author of four books on the subject: Design for Operational Excellence: A Breakthrough Strategy for Business Growth, Creating Mixed Model Value Streams, Operational Excellence in Your Office: A Guide to Achieving Autonomous Value Stream Flow with Lean Techniques and Beyond the Lean Office: A Novel on Progressing from Lean Tools to Operational Excellence.
As the Founder of the Institute for Operational Excellence, the leading educational center on Operational Excellence, and Duggan Associates, an international training and advisory firm, Kevin has assisted many major corporations worldwide, including FMC Technologies, Chromalloy, Aetna, SpaceX, Caterpillar, Pratt & Whitney, Singapore Airlines, Sikorsky, IDEX Corporation and Parker Hannifin. A recognized expert on Operational Excellence, Kevin is a frequent keynote speaker, master of ceremonies, and panelist at international conferences, and has appeared on CNN and the Fox Business Network.
Maria Thompson is a senior technology operations leader with international experience in innovation, change management, and organizational capability improvement. She facilitates teams to creatively solve problems to generate strategic patent portfolios and new product and service designs. She has introduced new processes, technology, and culture change to organizations, resulting in creativity, quality and productivity improvements. She’s an accomplished innovator and patent-holder skilled at fostering alliances with senior management, strategy, legal, research, marketing, engineering & services personnel. She’s successfully improved the innovation capability of organizations ranging from five to 5000 staff across AT&T Bell Laboratories, Motorola and now Illinois Tool Works, Inc. (ITW).
Since early 2014, Maria partners with ITW business innovation leadership in a Senior Director role to accelerate organic growth with a global innovation process framework. In addition to harmonizing business stage gate processes with the Innovation Framework for continuous improvement, she facilitates innovation tool workshops, expedites cross-Segment communications and creative problem solving, and enables best innovation practice sharing with an annual global Innovation Summit. Workshop topics include: Facilitating Small Teams, Customer Interviewing, Value Proposition derivation, Go To Market Strategy and Planning, and Structured Brainstorming.
She holds an M.S. in Math and Computer Science from the University of Waterloo, and B.S. Computer Science with a Statistics minor from Iowa State University.
Loren is the Director of the Lean Management Office at State Street Corporation.
He has worked in the Lean Management Office (LMO) for the last 8 years and has led the team for the last 4 years. Prior to that, he worked in a number of leadership roles in financial services; spending most of his time in Client Service and Relationship Management as well as Operations Management. It was during that time that he was involved in many client and internal initiatives which introduced him to process improvement methodologies and project management and laid the foundation for a career in operational excellence.
State Street is the second oldest financial institution in the United States providing investment management, research and trading, investment servicing and data analytics solutions to institutional clients. The company operates in 100 geographic markets worldwide and has over $30 trillion of assets under custody and administration and over $2.5 trillion under management.
State Street’s LMO exists to build a sustainable culture of problem solving, innovation and process improvement that enhances the customers’ experience, empowers employees and creates shareholder value. To accomplish this mission, the LMO has developed a strategy and approach to embed continuous improvement and innovation into the culture of State Street that will enable the Lean Management System to be part of their DNA and the way that they work.
Jeff Porada is the Operational Excellence Manager at Jabil. Jeff manages the lean deployment, plus expanding the exposure and responsibility of Jabil's Quality Systems deployment and Industrial Engineering.
He is responsible for the strategically-driven transformation efforts of Jabil’s Corporate Functions and Capabilities, including: Information Technology, Human Resources, Finance, Legal, Supply Chain Management, and Engineering Technology Services. Jeff has 20 years of professional experience of working in various industries with the ability to successfully influence and positively impact a culture at all levels of an organization to embrace a philosophy of continual improvement. Jeff has a demonstrated track record of driving business transformations resulting in significant financial savings and operational performance.
Prior to joining Jabil in 2012, Jeff was the Vice President for Operational Quality & Training for Wyndham Consumer Finance. He was responsible to develop and deploy the strategic direction of the process excellence methodology, quality assurance processes, and the career development of internal associates.
Years before joining Wyndham Worldwide, Jeff worked for HSBC Mortgage Services, ICI-Paints, Solectron Technologies, and Automata International. He is a certified Lean Six Sigma Master Black Belt and is an active volunteered leader with American Society for Quality’s International Team Excellence Awards.
Jeff graduated from Ohio University in 1996 with a Bachelor of Science Degree from the School of Engineering and Technology. He has lived in Tampa, Florida for 13 years with his two teenage children. In his spare time, Jeff enjoys riding his jet ski, traveling, and playing organized ice hockey.
I bring to my role 20 years of experience in business improvement, training, development and coaching. My expertise lies in coaching people to explore different approaches to improve their business processes, how they work as a part of a team, how they lead a team to transform their processes to meet the rapidly changing needs of the business. I help people to develop an effective approach and to challenge what is possible.
Prior to joining Smiths, I worked for four years at Cummins, a manufacturer of Engines, leading the Operations Excellence within the Components Business Segment.
I seek to continually develop myself, this extends to a passion to develop others. Helping organisations build a learner mentality. Encouraging people to think of themselves as professional learners and as more than just their job title. Use coaching, mentoring, classroom, books, coursework, and stretch assignments to promote and reinforce learning and development to help take themselves and the organisation they are a part of to the next stage of their journey.
Beginning in 2005, Norbert has implemented a principles-based lean product development process at the three global innovation centers of The Goodyear Tire & Rubber Company. For nearly a decade he has been Goodyear’s lean champion in research and development.
Norbert, born and raised in Luxembourg, has a Master’s degree in Chemistry from the Universitaet des Saarlandes, Saarbruecken, Germany, and has worked most of the disciplines in the Goodyear innovation centers in Luxembourg and Akron.
Norbert recently published his first book “Lean-driven Innovation,” and he has spoken at many conferences in the USA and other countries
Phil’s career is steeped in thirty years’ worth of business leadership and manufacturing expertise. Phil has successfully worked with and led several business units within Milliken & Company to profitable growth and financial sustainability. Prior to his business leadership roles, Phil led the implementation of Milliken Performance System for the Performance Products Division and served as Director of Cost Improvement, where he was responsible for strategic cost reduction efforts.
Phil has also spent time as the Pursuit of Excellence Director responsible for integrating customer needs (and wants) with manufacturing and business capability. Early in his career, Phil worked in four different manufacturing locations, holding multiple positions ranging from quality to cost. Phil credits this early diversity in job responsibility and scope as the beginning of his in-depth knowledge of continuous improvement; his appreciation for sustainable, empowered safety processes and systems; and his understanding of the critical nature of establishing the right financial metrics to drive the right behavior.
Phil holds a degree in Industrial Engineering from Clemson University and a Master of Business Administration degree from Wake Forest University.
Sherryl Schown has more than 18 years of IT experience in all areas of information technology process and project management, coaching, mentoring, storage, networking, hardware, software and desktop support. She is excited to share her knowledge and tips at the BTOES event. She has worked for several industry leading companies in healthcare, public sector (Federal, State and City/County) and consulting/contracting services as a Business Analyst Team Leader, Project Manager, Product Owner and currently a Governance and Process Manager.
She currently is the Enterprise PMO Governance and Process Manager for a large healthcare company where she manages project, program and portfolio governance and process improvements. In this role, she is responsible for leading and ensuring compliance with reporting, standardization and project framework. This includes coaching and mentoring project managers and facilitating training sessions on managing projects and bringing them back into alignment. Her most challenging roles include governance for divestiture and merger and acquisitions programs.
She is familiar with Agile, Waterfall and hybrid project management approaches. She led several scrum teams in ensuring the product and feature improvements were in support of the company’s mission and vision. She develops onboarding techniques for the PMO, served on software change management boards, onboarding team and product management leadership boards and helping teams to manage their releases and product forecasts.
Namita Azad is the System Transformation Manager for the Montefiore Health and TransformationManager with the department of Performance Improvement & Analytics at the Montefiore Medical Group. She is responsible for the dissemination and sustenance of all quality programs and initiatives but specializes in managing this with infusing the clinical transformation with quality improvement science. This unique approach has grown to be a mark of Montefiore’s quality improvement strategy and has been recognized throughout the Health system as the standard for transformation.
Brett Addis is the Global Vice President, HR Strategy & Transformation with SAP SuccessFactors. Brett’s global team proactively partners with customers to deliver strategic engagements to guide them through their transformation journey.
During his 20 + year tenure he worked across many of the HR disciplines as a practitioner and consultant. Before to joining SAP, Brett spent 12 years in management consultant. He initiated his consulting career at Korn/Ferry where he held the position of managing consultant. He then joined Appirio / Knowledge Infusion as a Human Capital Management Practice Leader. Throughout his consulting career he has had the opportunity to partner with many global organizations to guide them through their HR transformation. Brett also spent his first 10 years in corporate HR holding the executive positions of Vice President of Human Resources and Talent Acquisition at Washington Mutual Bank. Throughout his HR career he has had the opportunity to partner with many global organizations through their HR transformation.
Brett is an active thought leader and frequently authors blogs, whitepapers, and participates as a key note speaker for many global events.
Dariusz Mydlarz, M.D., M.P.H. is a medical director at the Office of the Chief Medical Officer, Humana, Inc. He has diverse professional experience that encompasses both military and civilian settings, including clinical and executive management in preventive and occupational medicine, population health, health care analytics and health systems.
Prior to joining Humana, Dr. Mydlarz served as a lieutenant colonel in the U.S. Army. He directed Army National Guard preventive and occupational medicine programs for 54 states and territories at the National Guard Bureau/Pentagon in Washington, D.C. In addition to his military experience, Dr. Mydlarz also served as a medical director in various primary care settings, where he focused on patient engagement, value-based primary care delivery, continuous clinical quality improvement and chronic disease management programs.
Dr. Mydlarz is board-certified in both preventive and occupational and environmental medicine. He earned his medical degree from the University of Rochester School of Medicine, completed preventive medicine training at Walter Reed Army Institute of Research in Washington, D.C., and completed his occupational and environmental medicine training, as well as an M.P.H. at Johns Hopkins University.
Anne Spoldi is Executive Director, Merck IT Strategy Execution. In this role, Anne is
responsible for oversight of global IT portfolio planning and program management,
marketing, communications and organizational change management. Anne has been
integrally involved in the orchestration of the transformational changes that have been
planned and realized in Merck’s IT organization over the past four years. Anne joined
Merck Global Services in 2009. Prior to Merck, Anne worked for Sun Microsystems in
Menlo Park, CA where she led numerous cross-company organizational change
initiatives, executive development programs; and also served in business development
Earlier in her career, Anne worked for Perkin-Elmer, a life sciences
instrumentation company where she held positions including global marketing
communications director and product manager for laboratory robotics and atomic
spectroscopy. Anne holds a B.S. in Biology/Chemistry from Sacred Heart University in
Anish Sharan is an operational excellence expert with over fifteen years of experience in deploying global business transformation programs and strategies across Fortune 500 organizations that have delivered over $50MM in hard financial benefits.
As a certified Lean Six Sigma black belt and Change agent, Anish is currently leading the charge to deploy robotization and intelligent automation at CME group. A coach, trainer, servant leader, and a mentor, Anish enjoys learning lean thinking and discussing the limitless possibilities of intelligent automation.
Anish is working towards his Master Black Belt and holds an MBA from the University of Chicago.
After graduated from U.C. Berkeley (BA), and Cornell(MBA), Dwight managed investment risk as a consultant in venture capital, market risk in portfolio management and cash flow risk in corporate finance. As a Dodd Frank expert, Dwight pivoted to managing operations risk at GE Capital, co-implementing the enterprise risk management platform. Dwight went on to serve as Vice President of Markets Risk and Controls at Barclays. Dwight is now playing a senior role in positioning and transforming Dun and Bradstreet into a next generation customer centric organization.
Tejas Vashi is an advocate for learning and its critical impact on business transformation. In his role as senior director of product strategy and marketing at Learning@Cisco, he is responsible for defining the education strategy, driving business innovation and establishing strategic industry partnerships.
A technology industry and Cisco veteran, he has seen firsthand the effect that technology can have in driving business growth and is considered a thought leader in learning as it applies to business transformation. He believes education is essential to activate new technologies, and has devoted his career to redefining talent enablement for today’s digitized world.
Prior to joining Cisco, Tejas gained broad experience in industry. He worked in design, testing, and quality engineering capacities, directed manufacturing projects and led product marketing efforts. Throughout his career, he’s demonstrated an entrepreneurial spirit and a passion for leading business growth and inspiring innovation. In his time at Cabletron Systems, a networking provider, he demonstrated this spirit by expanding the company’s footprint into Asia-Pacific. At Cisco, he helped integrate optical technologies into high-speed data networks to create a new line of business for the company.
Tejas holds a Bachelor of Science in Electrical Engineering from Drexel University and a Master of Business Administration from Temple University, in Philadelphia, PA.
Adam Stoehr is a operational excellence strategy and employee happiness researcher and speaker. He is one of Excellence Canada's primary faculty members who facilitates leadership, organizational assessment, process improvement, and quality management training across North America.
He has a Ph.D. in business strategy from the University of the West of England, Bristol Business School. His thesis was “The Relationship Between a Strategic Approach to Quality and Employee Happiness.” Dr. Stoehr also has an MBA from the Rotman School of Management at the University of Toronto, and a bachelor of business administration and French degree from Wilfrid Laurier University. He has delivered talks for more than 25,000 people since 2000.
Elli Hurst is responsible for the strategy and development of Cognitive Enterprise Automation with a particular focus on automation for application management.
Elli's experience includes over 20 years in leadership roles within IBM in the application development management and innovation space, including deep expertise in global delivery models.
Elaine Richardson is a Senior Advisor in Corporate Strategy at Export Development Canada (EDC). EDC is Canada’s export credit agency providing financial and knowledge services to support Canadian companies to go, grow, and succeed internationally. Elaine is a certified Lean Six Sigma Blackbelt who applies lean thinking to influence the organization’s senior leadership team in applying lean principles to organizational processes, structures, and individual behaviour. Since taking the position in Corporate Strategy, Elaine has worked with senior leadership in re-defining the organization’s strategic direction and guiding the adjustments of enterprise management systems to support strategy deployment and execution. These systems have been essential in helping align EDC functions to ignite growth in the number of companies the organization serves.
In her previous role as a Senior Advisor in Operational Excellence, Elaine was critical to set-up a top-down coaching program to drive lean principles throughout the organization focused on providing individual and team support for senior management. Elaine is able to leverage both technical lean expertise as well as behavioral coaching techniques to help senior management create the climate for innovative change within the organization. Through this experience, Elaine and the organization have learned the power of full-team Executive engagement in helping instill a lean culture that is ready to take on new challenges.
Elaine holds a Masters in Business Operational Excellence from Ohio State and Bachelor of Commerce from Queen’s University.
Dr. Trent Kaufman is the Chief Executive Officer of the Cicero Group (www.cicerogroup.com).In 2006, he sold to Cicero the education transformation firm he had founded five years earlier.
Today, that company, Education Direction (www.eddirection.com), is a wholly-owned subsidiary of Cicero and works with over one thousand schools around the world to measurably improve student learning.Dr. Kaufman is respected globally for developing sophisticated systems to enable the use ofperformance data to maximize individual and team performance at organizations of variedpurpose and form. He is a leading author of two best-selling books regarding organizational transformation.
Prior to becoming a leader in organizational design and transformation, Dr. Kaufman’s first“career” was in public education. He began as a social studies teacher in Washington D.C.before becoming a high school principal in the Bay Area of California.Dr. Kaufman received a bachelor’s degree in Social Science, with an emphasis in Economics,from Brigham Young University. He earned a master’s degree in Education and Leadership from the University of California, Berkeley. Trent earned a master’s degree in Policy Managementand a doctorate in Performance Management from Harvard University.Dr. Kaufman’s public service includes volunteer leadership positions with the Boy Scouts of America, church service, and advisory board roles with the Nike Innovation Fund, StrayerUniversity, and High School Futures.
Randy Shumway founded the Cicero Group (www.cicerogroup.com) in 2001 with four people working out of abasement. At the beginning of 2017, when Randy stepped down as CEO, Cicero had grown to over 350 professionals with offices crossing the United States. In 2016, Randy was awarded Utah’s Lifetime Achievement award and wasnamed CEO of the Year in recognition of his professional accomplishments.
Randy’s vision in founding Cicero was to deliver more than mere strategic recommendations to organizations but to actually roll-up his sleeves and help organizations effectively execute the ideas.
During his more than 16 years at Cicero, Randy has led multiple transformation and change managementengagements for Fortune 1000 clients in such sectors as High Tech, Telecommunications, Life Sciences,Manufacturing, Financial Services, Consumer Products and Education.Having stepped down as CEO, Randy currently leads the Change Management and Transformation practice at Cicero,as well as the firm’s private equity subsidiary.
Randy is on the corporate board of Snowhite and of Angoss Software (TSX: ANC). He serves on two state appointedboards – the state’s Economic Council and its Education Commission. Randy serves on multiple volunteer boards suchas Southern Utah University, Utah’s Employment Taskforce, Boy Scouts of America Great Salt Lake Council, and EducationFirst. He is a prolific author in the Deseret News and in Forbes regarding effective education and economicpublic policy.
Prior to starting Cicero, Randy was the Executive Vice President and Managing Partner at Answerthink. He started hiscareer at Bain & Company.
Randy obtained his MBA from Harvard Business School, graduating with highest academichonors (Baker Scholar).
Aaron Washburn is the Senior Director of Business Process Improvement at CME Group, overseeing the office of Business Process Improvement and is responsible for designing, leading and fostering a culture that embraces a continuous improvement mindset. He has over fifteen years of experience of driving operational effectiveness and improving the Customer Experience across various industries.
Aaron earned a MBA from the Kellstadt Graduate School of Business, DePaul University. He is a certified TQM instructor and a Lean Six Sigma Black Belt.
Lawrence Cowan is a Partner at Cicero Group (www.cicerogroup.com) and leads Cicero’sAdvanced Analytics Practice. Lawrence has spent the last decade building Cicero's analytics practice and has experience using data to help Fortune 500 firms solve real business challengessuch as attrition, segmentation, sales prioritization, change management, pricing, business transformation, and customer satisfaction.
Lawrence is also the firm’s leader in predictive analytics and Big Data related engagements, applying Cicero’s deep expertise in strategy execution to ensure data delivers ROI. He partners with companies to help them shift from reactive to predictive analytics, allowing management to make better, faster decisions that move the business forward.
Lawrence is a frequent speaker and thought leader in the advanced analytics space, and hasserved as chairperson for the Data Analytics Leaders Event. His views and recommendations on Big Data and advanced analytics have been published in CIO Review and Predictive Analytics Times.
Lawrence earned a master’s degree in Predictive Analytics from Northwestern University, anMBA in Business Economics from Westminster College, and a bachelor’s degree in Communications from Brigham Young University.
Kelly Moore is an Operational Excellence Lead at Syngenta LLC. A synthetic organic chemist by training, Kelly began leading a Syngenta-site Lean Manufacturing journey in 2007 and has been an active part of Syngenta’s enterprise continuous improvement transformation since. Kelly is well versed in traditional lean tools as well as TWI, Toyota Kata and A3 problem solving and works in both manufacturing and office processes. Kelly’s passion is coaching and catalyzing practitioners while developing a culture of continuous improvement which delivers a sustainable business value.
Amish is the Global Director for Operational Excellence across SNC-Lavalin’s Hydro & Power Delivery Division. The team holds extensive knowledge and know-how in the worlds of both power generation and power delivery. With over 100 years of hydro experience with the company’s first hydro power project dating back to 1911. They have been extensively involved in the designing, building, refurbishing and studying of both hydro & power delivery systems boasting an impressive background of 296,000 MW hydro power as well as over 114,000 km of transmission lines and more than 2,500 substations worth of collective experience. The group also oversees SNC-Lavalin’s renewable energy projects.
Amish has been responsible for managing the merger integration of Hydro and T&D for SNC-Lavalin, providing governance and executive leadership across Engineering, Estimating and Customer Excellence kaizen programs. His Executive Leadership Initiatives have also resulted in a portfolio rehabilitation and cost-optimization program to achieve top and bottom line savings for SNC-Lavalin. He has previously held key practice leadership roles across PwC and Ernst & Young’s respective Energy, Mining & Utilities practices helping develop, build and grow key Advisory service and product offerings across regional markets.
A Senior Operations Advisor, seasoned management consultant and Energy/Natural resources specialist across the Energy, Infrastructure and Financial Services industries. Amish brings extensive experience in guiding organizations in medium to large-scale operations through complex and high-risk initiatives without compromising profitability. His domain areas of expertise include Business Transformation; Lean / Six Sigma; M&A; Data Analytics; Enterprise Supply Chain; Governance, Risk and Compliance.
He is passionate about emerging markets, the digital customer experience and working with companies and stakeholders on the vanguard of energy and technology with a vision for tracking social impact and disruption.
Dr. Kirchmer is a visionary leader, thought leader and innovator in the field of Business Process Management (BPM), combining his broad practical business experience with his extensive academic research. He has added significant value to organizations of various sizes and industries in an international environment.
Most recently, Dr. Kirchmer co-founded BPM-D, a company focused on establishing and applying the BPM-Discipline for strategy execution in a digital world. BPM-D was named by CIO Review one of the 20 Enterprise Architecture solution providers to watch and by InsightsSuccess one of the 50 most valuable Tech Start-ups in the US. Before he was Accenture’s Managing Director & Global Lead for BPM and CEO of the Americas & Japan for IDS Scheer, best known for its ARIS software.
Dr. Kirchmer remains involved in academia as an affiliated faculty member at University of Pennsylvania, Widener University, Philadelphia University and guest professor at the Universidad de Chile. In 2004, he received a research and teaching fellowship from the Japan Society for the Promotion of Science. Dr. Kirchmer has published 6 books and over 120 articles.
Dr. Kirchmer holds a PhD in Information Systems from Saarbrucken University, Germany, a Master in Business Informatics from Karlsruhe Technical University, Germany, as well as a Master in Economics from Paris-IX-Dauphine University, France.
For the past 3 years, Joel has run the OpusWorks Corporate Customer Council and served as a strategic advisor to the company. Previously, Joel served as the Executive responsible for AT&T’s Quality Management System Center for Excellence (QMS-COE) where he and his team delivered over $2B in financial benefits. The ultimate mission of his organization was to drive a deeper ‘customer first’ culture across AT&T by creating a common quality management framework, providing expert guidance, and building a sustainable Quality infrastructure. Joel is a graduate of the Texas Tech University where he earned his B.S. in Civil Engineering.
Joseph F. Paris Jr. is a recognized thought leader on operational excellence; an international entrepreneur; a prolific writer; and a sought-after strategist, consultant, and speaker with engagements around the world. His book, “State of Readiness” (May 2017) has been well received and endorsed by business leaders from highly respected companies – with operations around the world and across industries – and promises to be a definitive work on the field of Operational Excellence.
With over 30 years of experience in international business and operations, he is routinely called upon to offer guidance to C-suite and senior executives and business-operations and -improvement specialists who wish to improve the overall efficiency and effectiveness of their organizations. He is highly valued for his ability to provide strategic insight and tactical analysis—and to convert these thoughts into reality by successful engagement and execution.
For nearly 25 years, Rob and his team have been helping organizations “get people on the same page” for deploying Lean, Six Sigma, Operational Excellence, and Project Management. OpusWorks has pioneered the wise, and customized, application of advanced blended learning and execution technologies so customers can accelerate skill-building, propel culture change, and increase ROI.
Rob began his career with IBM and he is a graduate of Emory University in Atlanta.
Since early childhood, Germaine has been captivated by “how we work inside”, how thoughts, feelings, and perceptions shape our states of being, relationships with others, and our impact and success in the world. With over 25 years of experience as educator, lecturer and hands-on human and organization development practitioner, she has had the privilege of engaging people from all over the world in thought-provoking explorations of what gives meaning and purpose to their lives.
With degrees in Business Administration and Industrial Relations, complemented by continuing studies in Integral Psychology and Organization Development, Germaine takes an expansive approach to her work. She is a systemic change agent focused on the intersection between personal meaning and purpose and the social systems within which people live and work.
Germaine is the founder of the niche consulting firm Intelligent Organizational Systems, where she advises senior leaders on the design, management, and resourcing of purpose-driven organizations. She has pioneered new organization improvement strategies using aggregate behavioral propensity data to understand workforce strengths, challenges, and performance potential.
In 2016, Germaine, and her co-author John Paciga PhD, published a book titled Process-based Management Systems for High Reliability Organizations, which incorporates these groundbreaking ideas. The handbook provides whole system organization designers and systemic change agents step-by-step guidance on how to work with and align meaning, propensities, and systems in support of high performance.
Motivated by the challenge of bridging differences in cross-cultural and multi-lingual settings, Germaine has travelled extensively as expert lecturer on safety culture and management systems on behalf of the International Atomic Energy Agency. Before launching her international consulting career, Germaine held progressively more senior leadership positions in provincial worker’s compensation and cancer treatment systems, where she directed recruitment and selection, leadership development and performance improvement initiatives.
Mr. Hutcherson is the CEO/Founder of Optimize Consulting, a organizational improvement firm providing strategic improvement solutions, which has been successful at improving federal and commercial organizations to include over $3 billion in cost savings plus has been associated with multiple improvement awards. Mr. Hutcherson created the “Organizational Optimization” methodology in 2013 and authored the book in 2014. He is a certified Lean Six Sigma Master Black Belt and Sr. Member of the American Society for Quality. He has a Master’s in Business Management and Bachelor’s in Industrial Engineering.
Robert Hutcherson authored “Organizational Optimization” in 2014. This book presents a new approach to strategically optimizing your organization, not just improving it. It presents the new methodology and breaks down each potential category of optimization. It holistically assesses your organization in its current state, typically reactive and presents a path to a proactive agile future state. Organizational Optimization sets the path for strategic alignment and optimum execution throughout the organization. Categories of optimization are: strategy, performance, process, improvement, resources, financial, systems, knowledge, relationships, innovation, cultural, marketing and benchmarking. The book is available at Amazon and Barnes & Noble.
Lee Winters currently serves as the Senior Director of Strategy Optimization for Optimize Consulting. He has over twenty years of international experience in strategy development and deployment, enterprise organizational transformation, global supply chain, operations, and program management across the Federal, Public and Commercial sectors. His commercial experience includes General Electric, IBM, Accenture, and CGI. His tenure as a US military officer included combat operations, program management, acquisition, and command positions. As a certified Lean Six Sigma Master Black Belt, Lee has led numerous enterprise level teams that garnered over $ 1.2B in validated savings and operational improvements. At Optimize Consulting, Lee has leveraged his extensive experience and knowledge to help develop and deploy a unique, effective systems approach to organizational optimization.
Ted Iverson is a Lean Expert with McKinsey & Company, in Seattle, Washington. He has a wide range of operational excellence and Lean transformation experience beginning in the late 80’s, as an internal business transformation leader first in aerospace, followed by medical equipment, and later farm equipment and food processing. He now assists large organizations to develop meaningful change and multi-generational improvement trends within multiple industries. His past clients include Shingo Prize recipients and other industry leaders.
Ted holds a B.S. in Manufacturing Engineering from Weber State University in Ogden, Utah USA. He served a Baldrige examiner previously and for the past 23 years as an examiner for the Shingo Prize. He resides in eastern Oregon.
As a Senior Partner for Partners In Leadership, Marcus is an integral member of the company’s leadership team. He significantly contributes to the strategic direction of the company and helps guide the development of the company’s curriculum. Marcus is also the co-author of the leadership book, Fix It: Getting Accountability Right. Fix It is a fresh, intuitive journey into accountability providing a customized approach to this topic that touches everything in the organization.
Paul Docherty started his career in Marconi, where he held a wide range of senior management roles covering manufacturing, IT, sales, product development, project management, Operational Excellence and corporate strategy as well as having P&L responsibility for the growth of a regional telecoms equipment business.
Passionate about helping organizations to execute more effectively, Paul's deep understanding of the challenges of establishing robust strategy execution disciplines comes from his experience coaching senior management teams in over 100 global organizations. He is a regular speaker at conferences and has delivered keynote presentations at annual Operational Excellence and Process Excellence summits and at the thought leader global annual Strategy Execution conferences. Regularly averaging over 500 registrants for each of his quarterly webinars on Strategy Execution Best Practices, Paul is the architect of the Strategy Execution Maturity Model which has been used by hundreds of global organizations to benchmark their strategy execution capabilities.
In addition to his role as a thought leader in the Strategy Execution space, Paul is also the founder and lead facilitator of the Strategy Execution Consortium – a group of 40+ Global 2000 companies that meet annually on both sides of the Atlantic to share and benchmark Strategy Execution Best Practices.
In 2001, Paul founded i-nexus with the goal of building SaaS software that could help organizations successfully manage the complexity involved in translating their vision into reality. This software is now the "de facto" standard for large enterprises when it comes to driving execution of their strategy. Paul holds an MEng. in Computer Systems and Software Engineering from the University of York and an MBA from the University of Warwick.
Fernando is CEO at Stratence Partners, a global Consulting, Systems and Outsourcing well-known company, and has more than 25 years of experience helping the organizations, worldwide, optimizing Strategies, enhancing Commercial Effectiveness and implementing successfully Pricing Excellence.
Fernando is a recognized expert in producing tangible economic results through pragmatic “Short Term Solutions” and delivering long term vision as “Sustainable World Class Capabilities”.
Fernando is usual Chairman, VIP Workshop owner and Speaker at leading conferences, globally, and he is regularly editing expert articles and Whitepapers.
His professional career highlights include roles as CEO, CSO, VP, GM, Marketing, Sales, Operations, Program & Project Manager at leading companies such as Proudfoot (US), Matrix (UK), PwC (Spain), McKinsey (Portugal), IIC (Belgium) and IMP (France).
Fernando owns a DipHE in Industrial Engineering by the Science School of Cachan (Paris), a BScIT by the ESCP (Paris), a MBA by the EAP (Oxford), and he is finishing his Phd in Strategy & Organization at the Swiss Management Center (Zurich).
He speaks fluently French, English, Spanish, Portuguese, Galician and Catalan and enjoys international Projects to continuously improve his Italian, German and Chinese.
For over a decade Denis Gagné has been a driving force in the majority of international BPM standards in use today. He is a member of the Workflow Management Coalition (WfMC) Steering Committee, chair of the Business Process Simulation Working Group (BPSWG), and the co-Editor of the XPDL 2.2 process definition standard. For the Object Management group (OMG), Denis is the Chair of the BPMN Interchange Working Group (BPMN MIWG), and a member of the Business Process Model and Notation (BPMN), the Case Management Model and Notation (CMMN), and the Decision Model and Notation (DMN) team.