ASQ Charlotte: Quality Conference of the Carolinas

Join us for our Annual Quality Conference of the Carolinas. This will be a full day of learning, participating, and networking with some of the brightest quality minds in the country. Local, national and international speakers along

with our community quality leaders will come together for a one day event you’re not going to want to miss!

We are especially excited to have the opportunity to cohost this year’s annual conference with the global ASQ Divisions for Design and Construction, and Energy and Environmental. Driving Quality in Design & Construction - Leaders from Charlotte Area Transit System & more! Continuous Improvement - Champion of Association for Manufacturing Excellence (AME) & co-owner of Sur-Seal The Future of Quality in Energy - VPs from Duke Energy, Siemens and Generation mPower, LLC Quality, Cost & Improvement: The Future of Healthcare - President of PGConsulting, LLC & more! Problem Solving Leadership - Executive Director, Global Corporate Development at IMD Business School

Conference Agenda:

7:30 - 8:30am Registration, Breakfast & Networking 8:30 - 9:30am Welcome & Introductions 9:30 - 12:30pm Breakout Sessions (break included) 12:30 - 1:30pm Group Lunch 1:30 - 4:30pm Breakout Sessions convene (break included) 4:30 - 5:00pm Group Recap/Closing Session

Quality Conference of the Carolinas Sponsors ASQ Charlotte would like acknowledge the following Quality Conference of the Carolinas Sponsors.

We sincerely thank you for your generous support.

ASQ Charlotte: Quality Conference of the Carolinas

April 8, 2014

Choose one of 5 Dynamic Learning Tracks! Register: http://www.asqcharlotte.org/conference/

ASQ Charlotte: Quality Conference of the Carolinas

The Design & Construction track will provide five different educational sessions and a pre-conference tour:

April 7, 2014 3:00 pm – 5:00 pm Streetcar Starter Project Tour The tour will begin at 3:00pm at the 7th Street Light Rail Station, 200 East 7th Street, Charlotte NC. Please be prepared to walk 1.2 miles. After the tour, you’re invited to join the Design & Construction Track at Rock Bottom Restaurant & Brewery, 401 N. Tryon St. #100, Charlotte, NC

April 8, 2014 9:30 am – 10:30 am Controls for an FTA funded Mega Project (LYNX Light Rail Blue Line Extension) from the Agency Perspective John Muth – Deputy Director of QA, Charlotte Area Transit System (CATS) Celia Gray – Quality Manager, Charlotte Area Transit System (CATS) Laura Johnson – BLE Quality Manager, Charlotte Area Transit System (CATS)

10:30 am - 10:45 am (break) 10:45 am – 11:45 am Quality and Efficiencies for Material Testing Ben Trujillo – Deputy Director of Quality, Kleinfelder Dale Weaver – Construction PM, Kleinfelder Eric Tracy – Inspection, Kleinfelder 1:00 pm – 2:00 pm Construction QC Basics – A Positive Approach Brandi Lisle - Corporate Quality Director, Stacy Witbeck 2:00 pm – 3:00 pm Who’s on First: Questioning to Enhance Audit Results John Mascaro - Director of Quality, Bechtel 3:00 pm – 3:15 pm (break) 3:15 pm – 4:30 pm Automating the Corrective Action Process for Better Accountability Sashi Amatya - Southeast Regional Quality Manager, Parsons Brinckerhoff (PB)

Controls for an FTA-funded Mega Project (LYNX Light Rail Blue Line Extension) for the Agency Perspective

Description: Charlotte Area Transit System has accomplished a great deal, but so much more must be done to meet the growing public need for transit. This presentation includes an overview of CATS Transit Corridor System Plan which addresses the region’s strategic response to development of a multimodal transportation system. The presentation will further focus on the complexities of over-sighting the $1.2 billion Light Rail Blue Line Extension project with the 100s of contracts and the required reporting to FTA. CATS Management Strategies will be highlighted and shown how success in achieving a quality result on time and under budget can be achieved. Discussion of the agency’s expectations for Quality Managers of the Construction Management Consultants, contractor and Materials testing contractor are covered.

You’ll see real life examples of Key reporting processes and use of dashboards to quickly identify issues.

Track 1: Driving Quality in Design & Construction

ASQ Charlotte: Quality Conference of the Carolinas

Quality and Efficiencies for Material Testing

Description: The objective of this presentation is to demonstrate and discuss how innovations in digital technology can improve the quality and delivery of construction inspection and test results.

Advances in digital technology have dramatically increased the means available for acquiring and sharing information and data, with a simultaneous increase in expectation that the data or information we want is available on demand. Construction inspection and testing services are entering this world of technical innovation. However, if consideration is not given to how data and information are to be controlled and managed, it is easily possible for an organization to broadcast incorrect data. Therefore, to truly be efficient in providing digital information, an organization must build an appropriate quality infrastructure able to verify the correctness, completeness, and traceability of data and information.

Kleinfelder is providing construction inspection and testing services for the Charlotte, North Carolina LYNX Light Rail Blue Line Extension. This presentation will discuss Kleinfelder’s quality management infrastructure for addressing client and internal quality requirements for the project, and then demonstrate how the use of digital technology is being leveraged to both increase reporting efficiency and delivery of quality data and information.

Construction QC Basics – A Positive Approach

Description: “Where was QC?” This is a question many of us working in construction have heard, especially when something goes wrong. Unfortunately, not all of us understand the answer must be “We are all QC.” Throughout history, from the erection of the Great Pyramids through the Industrial Revolution and World War II, inspection to confirm quality has played an important role in construction. But even as the 1970’s emergence of ISO 9000 shifted QC from the reactive to proactive approach of focusing on preventing defects, the “us vs. them” mentality can still dominate conversations. For Managers and quality professionals, creating a positive Quality Culture has become one of our most important tasks.

The objective of this presentation is to share some methods for creating a positive Quality Culture in a construction company through increased training and information sharing across all levels of the project. This session is for you if you are interested in exposure to the types of trainings, tools and techniques one transit construction leader uses to promote the Quality Team Approach, increase participation in QC by production personnel, and minimize the “us vs. them” mentality with positive results.

Who’s on First – Questioning to Enhance Audit Results

Description: The objective of this presentation is to shed some light on questioning techniques to improve construction site audit results.

In the world of auditing construction sites, many auditors today make the critical mistake utilizing closed-ended questioning practices. Most of the site quality issues are born out of the site personnel, both craft and leaders, not reading the project procedures or standards at regular intervals, not having familiarity with their requirements, and simply relying on what they remember and are familiar with similar issues from past projects.

How is your site audit program going? Is it people simply finding things to write-up? Too often, audits are simply fact finding missions, opportunities to find people or processes not performing as expected. Remember, project procedures and referenced standards are “contract documents”, and as such, must be followed. This presentation does not describe the “perfect” site audit process. However, if you are looking to see if there are ways to make your current site audit process better or think you have found an answer, then THIS IS the session for you. While it is a presentation, it is also an opportunity to share your frustrations or successes. The key question is, “What should we expect from the site audit process and the assigned auditors?”

The real question becomes, “What results should we expect from the site audit process and the auditors?”

ASQ Charlotte: Quality Conference of the Carolinas

Automating the Corrective Action Process for Better Accountability

Description: The Audit has been completed, findings have been identified, corrective actions have been developed, what’s next? Your work has just started. Come in to find out how to implements the corrective action planning process after the audit has been completed. Part of the presentation will be a demonstration of a web-based tool that is being used for assigning responsibilities and tracking of individual action items. You will also learn how auditees and management are able to access the system to respond action item. Additionally, we will discuss how tracking of open items can be used by the auditor through reports and dashboard capabilities.

Sashi Amatya: Mr. Amatya has been with Parsons Brinckerhoff (PB) for 12 years. He holds a MSCE from Georgia Tech and an MBA from USC. He has a broad background and experience in transportation planning, traffic engineering, and financial analysis. Sashi has been involved in PB’s Quality program since 2008 and currently is the Southeast Regional Quality Manager responsible for managing project and office quality audits and coordinating with external auditors in maintain ISO9001 certification requirements.

Keeping Your Organization’s Chain Straight

Description: Join us for a fun day of hands-on learning, sharing, and growth. Learn new tools and techniques to drive Continuous Improvement into your organization. Hear directly from highly regarded professionals in our field including Mick Wilz (co-owner of Sur-Seal) and Kevin Divine (Process and Technology Executive with Hunoval Law Firm, PLLC). Come join us to share your passions for making positive change as we explore "what really works" together.

As a special treat, Mick will share ways Sur-Seal used Legos blocks to build a future state model and visual workplace. Using Legos turns out to be a very fun and engaging way to open the door for people working on the front lines with creating their own positive future.

In a quickly changing world, continuous improvement tools and methods can help you gain a cutting edge in your profession. Exciting breakout discussions allow you to explore these tools deeper to align your employees around a common set of values, help you interpret where work is performing or getting stuck, and give an insight into what the future global workplace might look like.

For example; learn what's new in "Risk Control", or join a young professional convening a discussion on "How to Bridge Generational Differences", or go on a "Rattle Snake Hunt" to find new ways improve the workplace, or take a deeper dive into "Cause Mapping" or "Visual Workplace". In our unique format you can choose the breakout you like, and then see the highlights of each breakout during a report out roundtable.

Attend this session if you’d like to learn more about:

Powerful leadership tools that help employees embrace new perspectives in a fast, changing world

What to do when there is a kink in the chain, and work is getting stuck

Methods that help work processes and systems become faster with improved quality

The future of work: tools and perspectives

Morning:

The power of leadership: The story of how Sur-Seal won a most prestigious AME Award in 2012 (Association for

Manufacturing Excellence).

Aligning Employees: around a common chain 1. Respect for Every Individual

2. Keep your Chain Straight: Align Everyone to the Values of the Organization 3. Employee Safety

Track 2: Continuous Improvement

ASQ Charlotte: Quality Conference of the Carolinas

Aligning Work: What to do when there is a kink in the chain 1. Rattle Snake Hunt 2. Visual Management 3. Cause Mapping 4. Elimination of Wastes 5. Risk Control Management - Identifying and Mitigating Data Security Risks (Target)

Afternoon:

Understanding Performance: perspectives on a changing work environment 1. Change Leadership 2. Internal Customer 3. Metrics That Align 4. Using Legos to Understand Flow

The Future Of Work: Influencing others in a global chain

1. What's Coming Next… Are We Just Painting Over the Old World? 2. Bridging Generational Differences 3. Porter's 5 Forces 4. World Collaboration Tools

Mick Wilz: Mr. Wilz is the Director of Enterprise Excellence and Co-Owner of Sur-Seal Corporation. Mick Wilz is a twenty-two year veteran of all aspects of manufacturing— production management, lean process development, enterprise excellence and everything in between. Mick, co-owner of Sur-Seal Corporation, began his own journey to personal and business excellence about five years ago by actively seeking a variety of tools to meet his needs and the needs of the business. Mick has developed a unique Twenty Step Program. “My interest is to take tribal knowledge and make it visual and accessible to everyone,” he says. He is widely known for his use of Legos to create a hands-on visual model of Sur-Seal to aid in the transition of the production floor.

Mick is also extremely involved in his community, serving on boards and advisory committees for Main Street Brookville, the Whitewater Canal Trail and Safe Passage. In this regard, Mick embodies the quote, “Volunteering is an act of heroism on a grand scale. It does more than help people beat the odds; it changes the odds.” In 2013, Mick added two new roles; President of the Great Lakes Region for AME and the role of Senior Advisor/Board of Advisors for Sur-Seal. This change will eliminate his day-to-day manufacturing responsibilities, allowing focus to be placed ownership and growth. Sur-Seal is the proud recipient of the 2012 AME Excellence Award. Kevin W. Divine: With more than 14 years of experience managing enterprise-wide programs through all phases of the development life-cycle, Kevin brings extensive senior management skills to the Hunoval Law Firm which he developed from companies such as General Electric, Xerox Capital Services, Wells Fargo, and Bank of America.

Kevin started with Hunoval as a process and technology projects consultant, and initially joined as the Director of Lean Six Sigma. He was recently promoted to CIO.

Kevin received his Master's in Business Administration (MBA) in Finance and Marketing from the University of Connecticut. He also holds certifications from Citrix, and is an ASQ Certified Six Sigma Black Belt.

ASQ Charlotte: Quality Conference of the Carolinas

Robert (Bob) Petruska: Mr. Petruska brings experience improving performance in a variety of fields including aerospace, automotive, food, healthcare, office, and services. His passion lies in learning and sharing with others. Petruska holds a Bachelor of Science degree in Industrial Technology, and a Master of Science degree in Manufacturing Systems. Bob is the author of “Gemba Walks for Service Excellence” published by Taylor and Francis Productivity CRC Press in 2012. An international presenter, Petruska is also an ASQ Certified Six Sigma Black Belt and Certified Quality Engineer. He is best known for helping teams make business impacts faster than many clients thought possible. Let's improve performance together: Phone: 704-615-3731 Email: Bob@BobPetruska.com Site: www.BobPetruska.com Professional Profile: www.linkedin.com/in/bobpetruska/

Brian Loher: As a business consultant, Brian Loher has managed and contributed to change initiatives resulting in high performance business process redesigns, IT system builds, and business teams. Brian has contributed to a diverse group of solutions engagements ranging from business process outsourcing, business process management, and data security & risk control management. His specialties include project management, operational excellence, and re-engineering business processes that align with enterprise strategy, technology, and resource capabilities. He is a certified Project Management Professional (PMP), a Six Sigma Black Belt (CSSBB), and a Business Process Management Professional (BPMP).

Dana Sednek Bowler: Dana Bowler is a professional facilitator, speaker, workshop leader, and founder of Conscious Convergence, LLC. Dana helps organizations design interactive and engaging processes that help groups make innovative decisions together. Her life’s work is focused on getting teams to be more productive, faster, and aligned.

Her ten-plus career has spanned roles as an external and internal enterprise consultant, strategic learning facilitator, and Chief Analytics Officer. Dana has worked with executives in Fortune 500 companies and other organizations, including Cisco, Mylan Pharmaceuticals, Continental Airlines, CAE, The Foreign and Commonwealth Office of the UK, Holland America,

The Schwan Food Company, and Harley Davidson.

With a Master’s in Organizational Conflict Resolution from Antioch University and a Bachelor’s in Communication, Sociology, and Peace and Conflict Studies from University of Colorado, she has served on the board of the American Society for Training and Development’s Rocky Mountain Chapter. She has presented standing room only sessions on learning and collaboration at national conferences including MASIE Learning 2010 and 2011, and has been featured on national webinars for WebEx Learning, Awareness Media, and the eLearning Guild. Dana holds certificates in Mediation, Organizational Knowledge Management, Root Cause Analysis, WebEx Meeting Center Master (MCMP), Lean Sigma, and Participatory Strategic Planning.

She enjoys mid-century modern architecture, road cycling, and playing in the neighborhood park with her family in Denver, CO.

John Chandler: Mr. Chandler is currently the Continuous Improvement Manager for the Snyder's Lance Bakery in Charlotte, NC. He has 20 years of food manufacturing experience working with consumer products such as spices, cereal, chocolate, ice cream, and sandwich crackers. He has held various positions in operations management, maintenance, and engineering. John is a graduate of Lehigh University with a B.S. in Industrial Engineering, and is a certified Jonah as well as a certified Maintenance and Reliability Professional.

ASQ Charlotte: Quality Conference of the Carolinas

Michael Lail: Mr. Lail is the Quality Engineering Manager for Okuma America Corporation. Michael has 22 years in Engineering with the past 14 years focused on quality, lean manufacturing, customer satisfaction, and continual process improvement. He is certified as a Green Belt in Six Sigma and ASQ certified in Quality Management and Organizational Excellence.

Bryan Daniel: Mr. Daniel is a motivated graduate student who is looking to compliment his fresh perspective with the experience of others across various work environments. He holds a Bachelor’s degree in Psychology, as well as a minor in Social and Economic Justice from the University of North Carolina at Chapel Hill. He is currently working on a Master of Science degree in Industrial-Organizational Psychology from East Carolina University. He is interested in helping improve quality in the workplace, as well as assisting organizations to be more adept in these changing times. Bryan Daniel is interested in further exploring various fields of study including human resources, consulting, organizational development, and employee training, as well as a few other related professions.

The Energy track will provide five (5) different educational sessions and will run concurrently with the DCD track:

9:30 am – 10:30 am Sustainability Shawn Heath – Vice President and Chief Sustainability Officer, Duke Energy

10:45 am – 11:45 am Developing the Workforce for Advanced Manufacturing Mark Pringle – Vice President, Siemens Energy Charlotte Energy Hub

1:00 pm – 2:00 pm Emerging Technologies David Mohler – Vice President of Emerging Technologies, Duke Energy

2:00 pm – 3:00 pm A Preview of the EPRI Commercial Grade Dedication Guidance Document Bhavesh Patel – Director of Fleet Procurement Engineering, Duke Energy

3:15 pm – 4:30 pm New Nuclear and How Small Modular Reactors can fill that Certainty/Predictability Gap William Fox – Chief Operating Officer, Generation mPower, LLC

The HealthCare track will provide three different educational sessions:

9:30 am – 12:30 pm (15 minute break) Healthcare Reform: How Does the ACA affect your Business Strategies and Execution? Phil Geissinger, FHFMA, CMPE - President, PGConsulting, LLC 1:30 pm – 2:45 pm The Financial Implications of Moving from Inpatient to Outpatient Care Cameron M. Cox, III - President & CEO MSOC Health

2:45 pm – 3:00 pm (15 minute break)

Track 3: The Future of Quality in Energy

Track 4: Quality, Cost and Improvement – The Future of Healthcare

ASQ Charlotte: Quality Conference of the Carolinas

3:00 pm – 4:30 pm The Community Way – Quality and Lean-PI Re-energized Panel Discussion Dr. Robert Lindeman - Chief Physician Quality Officer, Community Health Network - Panelist Jean Putnam - Chief Clinical Quality Officer, Community Health Network - Panelist Chuck Taylor - Principal, GE Healthcare Partners – Moderator

Healthcare Reform: How Does the ACA affect your Business Strategies and Execution?

Description: The Affordable Care Act of March 2010 created a multi-faceted influence on the delivery, structure and financing of health care services. This session will provide a discussion, focused on thought leadership ideas about the effects of the Act, the implications and impacts the components of the Act will have on persons who provide health care, persons who are integral to the delivery of health care services and patient quality, and all consumers of health care services. The Act is broad ranging in how change will impact the industry and all purchasers of health insurance, so our session will focus on business strategies which highlight and outline how the future may unfold. All health care consumers, be they employed or not, will have new and more challenging decisions to make about their health care, requiring deeper knowledge and understanding of coverage and services. We will cover the business economics of healthcare and how all parties will affect the future outcomes within the industry.

Objectives: Actions and decisions are required by the law. Are you prepared? Specifically, faculty will offer insights and advice, including:

What major decisions are required to comply with the Law?

How do I need to think about the implications of the IRS filing requirements, audit potentials, and enforcement of the law?

What are the inter-relationships of the economics and how the delivery of care (cost, quality, access) must change for the future?

What strategies must I consider before making decisions, relative to health insurance programs for my organization?

Innovative approaches to working with your people for maximum results in performance, relationships, and organizational achievement.

New strategies for successful business planning and execution in a period of significant change and re-alignment in the marketplace.

How should I plan and execute for strategic success?

What does the Law mean to those who deliver healthcare services, and what does the “Triple Aim” mean to my business?

What are the relationships of the ACA to the many other regulatory and market driven influencers on the delivery and conduct of patient care services?

Phil Geissinger, FHFMA, CMPE: Mr. Geissinger is the President of PGConsulting, LLC, providing the technical knowledge needed in today's environment to guide clients through financial and accounting issues, payment and reimbursement issues, and contract management strategies for revenue accumulation. His extensive background in hospital and physician practice management provides a broad array of skills and experience to our clients. Phil's experience includes management/operations of physician practices and hospitals; financial management of large and mid-sized providers; and consulting experience with both public and private organizations.

Mr. Geissinger has responded favorably to multiple requests to present strategic solutions associated with the Affordable Care Act at conferences. His presentations provide audiences with in-depth, insightful information about the implications of the Act, how organizations should be assessing the situation, developing business strategies in the face of change, and, executing a plan of action for the sustainability of your organization.

ASQ Charlotte: Quality Conference of the Carolinas

Mr. Geissinger has earned Fellowship status in the Healthcare Financial Management Association (FHFMA) and is a Certified Member (CMPE) in the American College of Medical Practice Executives (ACMPE) to complement his MBA from Northeastern University and a Bachelor's Degree from Albion College. He also has served as adjunct faculty at the Cabarrus College of Health Sciences in Concord, N.C.; Simmons College in Boston, MA.; and the University of Massachusetts – Lowell , in Lowell, MA.

The Financial Implications of Moving from Inpatient to Outpatient Care: Quality, Customer Expectations, and Cost

Description: One goal of the ACA is to provide care to patients in the least expensive setting possible. Is that always attainable? How does this affect your organization? How do the light bills get paid?

More questions than answers still exist in this “evolution” of our healthcare system. In addition to being in an inexpensive setting, patients will continue to be financially responsible for more of their healthcare bills.

With this shift, there will be a renewed focus on quality of care. A focus on meeting customer WANTS instead of just needs will spread into the system. Assisting the patient in attaining healthy outcomes will also be expected. How can this be accomplished? How can health improvement be attained at a lower cost?

This presentation will discuss the goals of the ACA to make this a reality. In addition, the presentation will discuss tactics and impacts on both the facility side and potentially the physician network side of these equations. This presentation will focus on practice operations and finance in this review of this portion of the ACA.

Objectives:

Discuss the goal of the ACA to provide care to patients in the least expensive way

Discuss tactics and impacts on both the facility side and potentially the physician network side

Explain the financial impact on practice operations and patient outcomes

Cameron Cox: Mr. Cox is President and CEO of MSOC Health. Recognizing the need for business expertise in small independent medical practices, Cam formed MSOC in 1997 as a means of assisting physicians as they adapt to the changing healthcare environment.

Early in his career, Cam served as Practice Administrator for a radiology practice in Virginia. His role included all aspects of the revenue cycle, human resource management, strategic planning and business development, as well as daily operations. This experience provided an in-depth working knowledge of both the intricacies of start-up practices and the idiosyncrasies of mature practices.

During his years as President of MSOC Health, Cam has had the opportunity to work with more than 200 medical practices ranging in size from one part-time physician to 20+ providers. MSOC has provided

consulting and billing services to more than 300 individual providers in 20 medical specialties.

Cam is a Fellow in the American College of Medial Practice Executives and Past President of Triangle Medical Managers. He currently serves on the Political Advocacy Committee for the North Carolina Medical Group Managers. He holds undergraduate and graduate degrees in Healthcare Administration from the University of North Carolina at Chapel Hill.

Cam regularly speaks on a broad array of issues, including effective practice management, revenue cycle, EMR and other technologies, and a host of other subjects that are presenting challenges and opportunities to today’s medical practitioners.

The Community Way – Quality and Lean-PI Re-energized Panel Discussion

Panel Overview: Community Health Network (CHNw) is Central Indiana’s leader in providing convenient access to exceptional healthcare services. During 2012, “The Community Way” was launched to transform the operations and culture of CHNw by affecting positive change in the systems and structures use to care for patients, streamline operations, and develop leaders

ASQ Charlotte: Quality Conference of the Carolinas

and staff alike. This panel will provide an overview of The Community Way with emphasis on Quality and Lean-PI challenges, best practices and progress.

Objectives:

Discuss the transformation of operations and culture that affected positive change at Community Health Network

Discuss best practices, quality and Lean-PI challenges

Charles E. Taylor: Mr. Taylor is a Principal with GE Healthcare Partners. He has 30 years of executive leadership and change management experience across multiple GE businesses and functions, and within the health care industry. He has led multiple management and leadership system transformations, and outcomes-based performance improvement engagements, leveraging his hands-on working knowledge of GE’s management and leadership systems with strong expertise in marketing, operations management, and total cost productivity methodologies. Mr. Taylor earned a Master of Engineering from The University of Texas at Austin, and a Master of Business Administration from the University of New Haven in Connecticut. He is a GE certified Master Black Belt, and is also a graduate of GE’s Management Development Course (MDC), taught at the John F. Welch Leadership Center.

Robert J. Lindeman MD: Dr. Lindeman is Chief Physician Quality Officer with Community Health Network, in Indianapolis, Indiana. He is a practicing Fellow of the American Academy of Pediatrics and has 25 years of leadership and quality experience in the information systems and health care fields. Dr Lindeman has served as Director of Inpatient Quality Improvement Initiatives at Carolinas Medical Center/Levine Children’s Hospital, in Charlotte, NC, and most recently with Community Health Network as Medical Director of Pediatric Hospitalist Services, Vice-President of Medical Affairs and in an interim role as President of Community Hospital North, before moving into his current role. Dr Lindeman earned a BSBA in Information Systems from Xavier University in Cincinnati, Ohio, and MD from University of Cincinnati College of Medicine. He has been trained by NICHQ on the model for improvement, and is a graduate of the Intermountain Healthcare Advanced Training Program in Healthcare Delivery Improvement.

Jean Putnam: Ms. Putnam the Chief Clinical Quality Officer, is a Registered Nurse with more than 25 years of experience, serving in a variety of clinical roles and progressive leadership positions with stints in acute care, home care and long term care. She received her Bachelor’s Degree in Nursing from Purdue University, and subsequently earned a Master of Science degree in Health Policy from the University of Maryland. Jean worked at Georgetown University Hospital and served on Capitol Hill for the U.S. House of Representatives Committee on Aging, where she gained valuable experience on the national healthcare scene.

After moving back to Indiana, Jean was trained in classical quality improvement methods with some of the industry leaders. She has taught process and performance improvement methods to over a

thousand leaders and has led or facilitated hundreds of PI projects using the Model of Improvement, Lean Six Sigma and Strategy Deployment methods. She holds expertise in quality and performance improvement, safety, risk, compliance, patient relations and medical staff services.

Jean has led and/or facilitated teams that have won several national awards for improvement, including USA Today’s Quality Cup (Top 3 finalist), HealthGrades #1 ranking for Cardiovascular Surgery in Indiana and HealthGrades Patient Safety Excellence Award for four consecutive years. She holds a Green Belt and is a Certified Professional in Healthcare Quality (CPHQ). Jean has been with the Network for 2 years, most recently serving as the Network Vice President for Quality Resources and Risk Management.

ASQ Charlotte: Quality Conference of the Carolinas

A Leadership Workshop for Quality Professionals

Description: Since the early sixties, literally thousands of books and articles have been written about leadership – what it is, what it can do, and how to develop it. Global spending on leadership training and development has ballooned from approximately $10B in the mid-eighties to a staggering estimated $60B in 2013. The promise of leadership is compelling however this promise is yet to be fully realized.

In his book Problem Solving LeadershipTM, Dr. Jeffrey G. Soper challenges the conventional wisdom of current leadership development thought and practice stating that “The problem with leadership can be found in the definition of the leadership problem.” His challenge is not that the focusing upon leadership skills and follower receptivity is wrong, but rather that it is incomplete. Problem Solving LeadershipTM contends that a, if not the key element of the leadership problem is missing – the nature of the work to be accomplished.

Through a combination of facilitated discussions and activities, participants will gain high level insight into a few of the key concepts, models, business value propositions, and associated tools upon which Problem Solving LeadershipTM is based. This 1-day workshop provides a preview of a more expansive blended learning Problem Solving LeadershipTM program for emerging executives. This workshop will be facilitated by Jeffrey G. Soper, Ph.D., Executive Director of the International Strategic Business Partner Institute, and the creator of Problem Solving LeadershipTM, the C.L.I.C.K.TM Process, and the Organizational Equilibrium Model TM. Dr. Soper is a seasoned executive, consultant, author, and coach who is a recognized expert in the fields of leadership development, performance improvement, and creativity and innovation. Key Workshop Topics

The Business Value Chain

Is There an 8th Muda? …a 9th Muda?

The 7 “Ps” of Problem Solving Leadership

A Case in Point

Summary, Conclusions and Questions Jeffrey G. Soper, Ph.D.: Jeffrey G. Soper is a “seasoned corporate warrior” with extensive industry, consulting and academic work experience spanning a variety of industries and functional areas. Currently, Jeff is the Executive Director and Head, Global Corporate Development for IMD. He is also the co-founder and past managing partner of LIPPartners, Inc., an international consulting firm dedicated to transforming potential into performance through individual and organization development and executive coaching. Jeff founded and serves as a member of the board of the International Strategic Business Partner Institute (ISBPI) located in Tampa, Florida.

Jeff is actively engaged in diagnosing, developing, implementing, and evaluating strategy and integrated solutions for large complex organizations on a global scale. Sample previous consulting engagements include the development and implementation of an organizational leadership competency model and associated leadership development program for NASA; the development and implementation of a creativity and innovation program for PPG; and the development of a knowledge management and resultant multimedia training program for Osram-Sylvania. Sample international consulting engagements include the development and implementation of a comprehensive integrated documentation and multimedia training programs for a power generation project in Dubai; and the development and conduct of a four week professional development program covering the full spectrum of Human Resource Management/Development in support of localization initiatives for 22 multi-national organizations conducted multiple times in multiple locations in the People’s Republic of China.

In academe, Dr. Soper was the Program Director, Assistant Professor of Engineering Leadership and a member of the graduate faculty at The Pennsylvania State University where he developed and facilitated all of the initial coursework for the Engineering Leadership Development Program – the first program of its kind. As a member of the faculty at the University of Tampa, he served as Associate Director of the TECO Center for Leadership and Associate Professor of Management; and as the

Track 5: Problem Solving Leadership

ASQ Charlotte: Quality Conference of the Carolinas

Senior Research Fellow at the Human Resource Institute. After leaving academe in full time faculty roles, Jeff has been a top ranked Adjunct Professor at S.P. Jain Center for Management in Dubai and Singapore and a Senior Faculty Partner for the Human Capital Institute where he has facilitated several graduate and/or certification and professional development courses in the areas of leadership, strategy, innovation, and strategic human capital management.

Dr. Soper earned a Bachelor of Science degree in Technology and Management from the University of Maryland University College; a Master of Business Administration degree from Columbia University; and a Doctor of Philosophy degree from The Pennsylvania State University specializing in Human Resource Development; and completed the coursework for the Master of Science in Organization Development program at Pepperdine University. Dr. Soper holds several of the highest professional credentials from the Society of Human Resource Management (SHRM) and the Human Capital Institute (HCI). Additionally, Jeff is a certified Business, Executive and Leadership Coach and a Master Certified Coach Trainer for these areas.

Reflecting his research and work efforts, Jeff designed the research and co-authored both the occupational competency study ASTD Models for Workplace Learning and Development and Effective Expert Witnessing: Practices for the 21st Century – the bestselling book in the field.

About ASQ Charlotte Section 1110 www.asqcharlotte.org

Vision: To engage people, organizations, and the local community in Continuous Improvement

Mission: To create experiential quality development and learning opportunities that add VALUE to Our Members, Business Community, and Greater Charlotte Community

Strategic Initiative: Diversify and Increase Programming, Develop and Implement a Holistic Education Strategy, Scale Community Improvement Outreach Projects

ASQ Charlotte Section 1110 Leadership

Chair: Carolyn Minnock Secretary: Kisha McLain Chair-Elect: Open Treasurer: Cheryl Johnson Past Chair: Jason Spiegler

Arrangements: Christie Voelker Membership: Gloria Matthews

Audit: Jim Yoder Mentorship: Lauren LaPoint

Certification: Larry Parker Photographer: John Bickel

Community Improvement Outreach: Mike Robbins Placement: Janna Christenbury

CCIC: Bob Petruska Programs: Michael Goins

Education: Gabriela Spindola Recertification: Lyle Moose

Existing Membership Retention: Gloria Matthews Sponsorship: John Wyllie

Hospitality: Carol Loveland Technology: Daniel Norwood

Marketing: Sigrid Smith Voice of Customer: Tyrone Crossland