Transformation Summit 2016
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Lean Transformation Summit Speakers

Keynote Speakers:

John Y. Shook

John Y. Shook
Senior Advisor and Executive Chairman, Lean Enterprise Institute

John Shook learned about lean management while working for Toyota for nearly 11 years in Japan and the U.S., helping it transfer production, engineering, and management systems from Japan to NUMMI and subsequently to other operations around the world. While at Toyota's headquarters, he became the company's first American kacho (manager) in Japan. In the U.S., Shook joined Toyota’s North American engineering, research and development center in Ann Arbor, MI, as general manager of administration and planning. His last position with Toyota was as senior American manager with the Toyota Supplier Support Center in Lexington, KY, assisting North American companies implement the Toyota Production System. As co-author of Learning to See John helped introduce the world to value-stream mapping. John also co-authored Kaizen Express, a bi-lingual manual of the essential concepts and tools of the Toyota Production System. In Managing to Learn, he describes the A3 management process at the heart of lean management and leadership.

Shook is an industrial anthropologist with a bachelor’s degree from the University of Tennessee, a master’s degree from the University of Hawaii, and is a graduate of the Japan-America Institute of Management Science. He is the former director of the University of Michigan, Japan Technological Management Program, and faculty of the university’s Department of Industrial and Operations Engineering.

He is the author of "Toyota’s Secret: The A3 Report"; Sloan Management Review, July 2010 and "How to Change a Culture: Lessons from NUMMI"; Sloan Management Review, January 2010, which won Sloan’s Richard Beckhard Memorial Prize for outstanding article in the field of organizational development.

Shook is a sought-after conference keynoter who has been interviewed on lean management by National Public Radio, Bloomberg News, The Wall Street Journal, Entrepreneur, and numerous trade publications.


Plenary and Breakout Speakers

Roger Berkowitz

Roger Berkowitz
President & CEO, Legal Seafoods

Roger started working in the family fish market in Inman Square, Cambridge at the age of 10 and held a variety of roles prior to becoming President and CEO in 1992.  Since taking the helm, he’s led the company’s growth and diversification.  He now oversees restaurant, retail and mail order divisions and steers the course for 4,000 employees.
 
Roger is a member of the Board of Directors for the Federal Reserve Bank of Boston and the Regional Selection Panel for the President’s Commission on White House Fellowships.  He also leads the Sonar Project Ltd., and was appointed to the Special Commission Relative to Seafood Marketing by the former Governor of Massachusetts.  He is a member of the Massachusetts Workforce Training Fund Advisory Committee and a member and past President of the Massachusetts Restaurant Association.
 
In addition, Roger serves on many non-profit Boards including: Dana-Farber Cancer Institute, UNICEF, the Environmental League of Massachusetts and the Blue Frontier Campaign.  He is a member of the Board of Overseers for Brandeis International Business School, is a Trustee of Suffolk University and serves on the leadership council at the Harvard School of Public Health.
 
Roger graduated from the Newhouse School at Syracuse University and attended executive education programs at Harvard Business School, University of London School of Business and Stanford Graduate School of Business.  He holds an honorary master’s degree from the Culinary Institute of America and honorary doctorates from Johnson & Wales University, Newbury College and Salem State University.
 
Among numerous awards and recognitions, Roger was named a James Beard “Outstanding Restaurateur” semi-finalist, inducted into the “Menu Masters Hall of Fame” by Nation’s Restaurant News and received the “Chairman’s Award for Distinguished Meritorious Service” by The Atlantic States Marines Fisheries Commission. 
Marty Neese

Marty Neese
Chief Operating Officer, SunPower

Marty joined SunPower as Chief Operating Officer in 2008 bringing more than 25 years of experience leading the deployment and ramp-up of cost effective, scalable operations processes and systems.  He is responsible for leading the company’s research and development, supply chain and global manufacturing operations.  SunPower is a purpose-driven company and an innovation pioneer, producing the world’s highest efficiency, most reliable, eco-friendly solar products.  Neese leads distributed operations across four continents, supplying over 30 countries with solar energy product solutions.  Under his leadership, SunPower received an industry-first Cradle to Cradle Silver Certification for solar panels produced in its Mexico and France facilities and was recognized by the Guardian for innovation as a sustainable business.  SunPower is a charter member of the Circular Economy 100. Neese is a graduate of the United States Military Academy at West Point and received his MBA from the University of Florida. 

 

Adam Prime

Adam Prime
President, Phase 2 Medical Manufacturing Inc.

Adam Prime is president of Phase 2 Medical Manufacturing, a contract manufacturer of single-use medical devices, based in Rochester, NH.

Prime began working at Phase 2 in 1998, after hanging up his carpenter’s belt. He became president one year later, taking the fledgling seven-employee company from a nonscalable business model to its current position as a top supplier to the largest medical device company in the world.

Through the ongoing adoption of lean manufacturing and management techniques, Prime and the Phase 2 team transformed the now 150-employee company. Under his leadership, Phase 2 developed scalable operational systems, added a state-of-the-art cleanroom in Tijuana, Mexico, and implemented design and injection molding capabilities. Prime holds a bachelor’s degree in geology from St. Lawrence University.

Guru Vasudeva

Guru Vasudeva
senior vice president and chief information officer (CIO) of Application & Data Services, Nationwide

Guru Vasudeva is senior vice president and chief information officer (CIO) of Application & Data Services at Nationwide, a financial services and insurance company. In this role, Vasudeva manages a shared services organization that provides project management, application development, data and analytics, and IT help desk services for the enterprise. He is also responsible for the lean and agile transformation of application development and maintenance functions across Nationwide.

Prior to this role, he held several senior leadership positions at Nationwide including enterprise chief technology officer (CTO), business unit CIO, and chief architect. In these roles, Vasudeva led several functions including IT strategy, enterprise architecture, cyber security, disaster recovery, large program management, and application development and maintenance.

He is co-author of the book, Patterns for e-Business – A Strategy for Reuse, which has proven effective in bridging the business and IT gap by quickly reaching IT solutions that satisfy business intent. Vasudeva holds a variety of awards, including the IBM Outstanding Innovation Award and the IBM Corporate Award. He earned a Master’s in International Finance from the University of Cincinnati in Ohio, and a Bachelor’s in Computer Science from the University of Mysore in India.


Learning Session Speakers

Joe Bekker

Joe Bekker
Founder and president, Thrustmaster of Texas, Inc

Joe Bekker, founder and president, Thrustmaster of Texas, Inc., came to Houston from The Netherlands in 1979 and never looked back.

He left his original employer, Byron Jackson Pump, to start a successful trading company. When he received an order through the company from the U.S. Army Corps of Engineers for a small 85-horsepower outboard propulsion unit, Bekker, who always enjoyed manufacturing, decided to make it himself. From that first product, used on small lock and dam maintenance barges, Thrustmaster grew to a $150-million company, building powerful thrusters for some of the most sophisticated ships in the world, modern deep-water drill ships. The company serves a wide range of markets, including subsea pipe laying and construction vessels, paddlewheel gambling boats, and offshore wind turbines. Roughly 75% of its business is overseas.

Bekker holds a bachelor’s in mechanical engineering from the University of Amsterdam. He is a member of the Society of Naval Architects and Marine Engineers and the American Society of Naval Engineers.

Jim Benson

Jim Benson
CEO, Modus Cooperandi

A pioneer in applying Lean and Kanban to knowledge work, Jim is the creator of Personal Kanban and co-author of Personal Kanban: Mapping Work | Navigating Life, winner of the Shingo Research and Publication Award. His other books include Why Plans Fail, Why Limit WIP, and Beyond Agile. He is the CEO of Modus Cooperandi, and co-founder of Modus Institute. For the past two decades Jim has worked at uncovering ways for individuals and groups to communicate, collaborate, and find clarity in unpredictable and amorphous environments.

 

Oriol Cuatrecasas

Oriol Cuatrecasas
Director, Instituto Lean Management Spain

As director of the Instituto Lean in Barcelona, Spain, Oriol Cuatrecasas has helped many organizations start and sustain their lean transformations.

Besides his work with the institute, Cuatrecasas conducts research into lean management, teaches workshops, and lectures at the Polytechnic University of Catalonia (UPC). He is a member of the UPC faculty for MBA programs and master courses in production, lean practice, and project management. Previously, he worked in the auto industry, where he learned lean principles from Toyota sensei. He holds an industrial engineering degree from UPC.

Jean Cunningham

Jean Cunningham
Principle, LEI Faculty, Jean Cunningham Consulting

Jean Cunningham is widely recognized for her pioneering work in Lean Accounting, IT, HR and other non-production functions and what has today become known as the lean business management system or the lean office. Jean previously served as CFO at Lantech Inc., whose transformation was featured in Lean Thinking, and Marshfield Door Systems. She also served as the voluntary CFO for the Association of Manufacturing Excellence.

Jean is principle of Jean Cunningham Consulting, which provides lean business management services including workshops, kaizen events, and strategic coaching. She is in demand as a speaker at lean conferences and teaches Lean Accounting for The Ohio State University’s Fisher College of Business, Master of Business Operational Excellence program. Jean is a board member of the Lean Enterprise Institute. She has a bachelor’s in accounting from Indiana University and a master’s from Northeastern University’s Executive Program. Jean is co-author of Real Numbers: management accounting in a lean organization and Easier, Simpler, Faster: systems strategy for Lean IT, which won 2004 and 2008 Shingo Research Prizes, respectively. In 2018 she authored The Value Add Accountant.

Deanna Hall

Deanna Hall
Process Training Supervisor, Kinross – Round Mountain

Deanna Hall learned about lean concepts while working for a gold mine in rural Nevada for the last nine years.  From heavy equipment operation, hiking large man-made gold mountains to install irrigation lines, to metallurgical laboratory testing, smelting & pouring gold bars in refinery operations,  supervision, training and development of the workforce. Nevada Mining Association named Ms. Hall the “Trainer of the Year” in 2013.

In her current role as Process Training Supervisor, Deanna accepted a rotational position in the Leadership Development Program at RMGC where she is learning & promoting the Continuous Improvement culture and methodology across the mine site.

Deanna is active in many volunteer activities that promote health and fundraising for local charities. She currently holds the position of Secretary for the nonprofit organization HOPE (Helping Out People Everyday) in rural Nevada & directs and facilitates an Art club. She is also an active member of the Women’s Mining Coalition and visits Washington DC yearly to promote the education of mining to members of the legislation.

Michael Hoseus

Michael Hoseus
Executive Director, Center for Quality People & Organizations (CQPO)

Michael Hoseus, a co-author of the Shingo Award-winning book Toyota Culture, developed his TPS skills at Toyota Motor Manufacturing Kentucky where he worked at the General Manager level in both Production and Human Resources being mentored by his Japanese sensei. His Toyota process experience includes production, engineering, maintenance, safety, personnel, employee relations, benefits/payroll and training and development. He learned first-hand how Toyota’s success hinges on integrating their production and human systems to create the Toyota Way. Mike is the Executive Director of the Center for Quality People and Organizations and President of Lean Culture Enterprises. He supports organizations in their lean journey, focusing on leadership and cultural aspects of the lean transformation. He is an adjunct professor with the University of Kentucky’s Center for Manufacturing.

Cheryl Jekiel

Cheryl Jekiel
Senior Vice President, Human Resources, Tri-Arrows Aluminum, Inc.

Cheryl M. Jekiel oversees the Lean Leadership Resource Center, which provides access to a range of materials for lean enterprises, including special components for lean cultures, general lean leadership development and Human Resources leaders.

With over 25 years of manufacturing experience, most recently Ms Jekiel has held Vice President of Human Resources positions for Tri-Arrows Aluminum Inc., FONA International, Inc. and Flying Food Group, LLC. Ms. Jekiel served for five years as the Chief Operating Officer after a number of other leadership roles at a Specialty Bakery in the Chicagoland area.  Ms. Jekiel has developed an expertise in Lean manufacturing with a particular focus on Lean cultures. Ms. Jekiel has made countless significant improvements in reducing operating costs and leveraging a Lean culture to obtain stronger and sustainable results.

Ms. Jekiel brings a tremendous passion for continuous improvement in her commitment to building Lean HR as a recognized field of work and is the author of “Lean Human Resources: Redesigning HR Processes for a Lean Culture”.

Ted Larned

Ted Larned
Lean Leader, Herman Miller Inc.

Ted Larned has been on the Herman Miller Performance System team for 16 years, supporting development of continuous improvement environments. Currently working in product development, he has coached people at all levels in Herman Miller and supplier plants, healthcare clinics, and functional areas such as quality and product engineering. He has 24 years of experience in furniture manufacturing.

Alice Lee

Alice Lee
Executive Director, Strategy and Administration, Lean Enterprise Institute

Continuous improvement leader and coach Alice Lee is executive director, strategy and administration, and a member of LEI’s executive team. Her responsibilities include:

  • Collaborating with universities and other research communities. 
  • Leading long-range strategic planning, administration, finance, and HR functions.
  • Developing educational content in traditional and new media.
  • Coaching executives in creating continuous improvement cultures.

Lee served as vice president and special assistant to the president, business transformation, at Beth Israel Deaconess Medical Center (BIDMC), a major teaching affiliate of Harvard Medical School, from December 2004 to June 2014. During that time, she approached problems holistically, collaborating with senior leaders, doctors, nurses, and staff, to design care systems that flowed at the needs of patients. The continuous improvement effort at BIDMC was the subject of an article in the Boston Business Journal.

Lee is a strategic advisor to the ThedaCare Center for Healthcare Value, the Healthcare Delivery Institute at Worcester Polytechnic Institute, and a faculty coach at the Fisher College of Business at The Ohio State University. She writes for The Lean Post, Planet Lean, the Lean Management Journal, and is a frequent speaker at national and international conferences on lean management and lean healthcare. She has taught lean management to executives and physicians at workshops in the U.S., Australia, and Egypt. Previously, Lee worked as a management consultant for Ernst & Young. She holds a bachelor’s degree in Medical Laboratory Science from Northeastern University.

Dan Markovitz

Dan Markovitz
LEI Faculty, Markovitz Consulting

Earlier in his career, Daniel Markovitz held management positions in product marketing at MarkBuilt Construction, Sierra Designs, Adidas, CNET and Asics Tiger. He also has experience as an entrepreneur, having founded his own skateboarding footwear company. He left the business when he realized that he’d need tattoos and body pierces in really painful locations to fit into the industry. Dan helps individuals and teams improve performance by applying lean concepts to knowledge work through his company TimeBack Management. His new book, A Factory of One, was published by Productivity Press in December 2011. Dan has also published articles in the Harvard Business Review blog, Quality Progress, Industry Week magazine, Reliable Plant magazine, and Management Services Journal, among other magazines. He is a faculty member at the Lean Enterprise Institute and teaches frequently at the Stanford University Continuing Studies Program. He also leads a class on A3 thinking at the Ohio State University’s Fisher School of Business. Dan holds a BA from Wesleyan University and an MBA from the Stanford University Graduate School of Business.

John Miller

John Miller
Engineering Manager, Herman Miller

John Miller has spent the last five years helping to implement lean into the product development process at Herman Miller, where he has worked for 15 years. During his 25-year-career in product development, he has worked primarily in dimensional engineering and engineering management.

Frank Montemayor

Frank Montemayor
Continuous Improvement Manager, Thrustmaster of Texas

Frank Montemayor, continuous improvement manager at Thrustmaster of Texas, Inc.,

has over 15-years of experience in diverse manufacturing markets. Whether working with high-volume consumer products or high-mix, low-volume maritime heavy equipment, Montemayor has leveraged his knowledge of process engineering and lean management to lead numerous successful business improvements from the shop floor to product development.   

Trained in lean, and six sigma, he holds a bachelor’s in engineering from the University of Houston. 

 

Vicente Ramirez

Vicente Ramirez
Continuous Improvement Facilitator, Kinross - Round Mountain

Vicente Ramirez has 23 years of open pit mining experience in the copper and gold mining industry. During his career, Vicente attained a wide variety of mining experience from heavy equipment operation to equipment dispatching and mining crew supervision including team leadership, facilitation, training and development. Kinross named Mr. Ramirez the 2014 Silver Award Winner for “Outstanding Corporate Citizenship”.

In his current role as a CI Facilitator Vicente works with various departments across the mine helping to break down silos and improve communication and teamwork across their mine.

Vicente is active in many volunteer activities. He is dynamically involved with coaching and volunteering youth sports events such as High school football, JR High track, soccer, karate. As well as helping to promote health and fundraising for local charities such as the Local Food Bank, Adopt a Family for the Holidays and the Cystic Fibrosis Foundation. Nevada Mining Association named Mr. Ramirez “Safety Champion” for the state of Nevada in 2013. 

Ernie Richardson

Ernie Richardson
Co-Owner, LEI Faculty, Teaching Lean Inc.

Ernie has 25 years of Manufacturing and Human Resources management experience which allows him to see the cultural dynamics from both functional areas of a company. He gained this experience at Toyota Motor Manufacturing where he grew from Team Leader, to Group Leader, to Assistant Manager on the manufacturing side. After which he moved to HR, assuming, at different times, responsibility for skill development programs, safety and medical management.

As Acting Medical Director for Toyota Engineering and Manufacturing North America, Ernie was responsible for nine on-site medical clinics across Toyota North America (convenience care, full-primary care, and occupational care). He was also responsible for disability management (as described above) North American wide. Ernie worked at IBM for 8 years before joining Toyota. Currently, Ernie shares his extensive experience with members of the lean community as a co-owner of Teaching Lean and a Faculty member of the Lean Enterprise Institute. He is coauthor with Tracey Richardson of The Toyota Engagement Equation.

Tracey Richardson

Tracey Richardson
Co-Owner, LEI Faculty, Teaching Lean Incorporated

Tracey has over 29 year’s combined experience in different roles within Toyota and learned lean practices as a group leader at Toyota Motor Manufacturing Kentucky from 1988-1998. She was one of the first team members hired, with the fortunate opportunity to learn directly from Japanese trainers. As a group leader and quality circle advisor, she learned first-hand about lean tools and culture development.

For the last 19 years, as president of Teaching Lean, Inc. Tracey has worked with Toyota North American plants, and other companies on their lean journeys, helping them develop the capabilities of employees, including team members and company leaders. Using problem-solving and aligning daily activities with company business plans, she helps them create lean cultures that are the foundations for long-term sustainability.

Tracey is an active coach and contributor to LEI’s The Lean Post. She teaches several problem-solving and A3 workshops as an LEI faculty member. She is coauthor of the new book The Toyota Engagement Equation.

Sue Schade

Sue Schade
Chief Information Officer, University of Michigan Hospitals and Health Centers

Sue Schade is chief information officer for the University of Michigan Hospitals and Health Centers (UMHHC), which along with the U-M Medical School constitute the University of Michigan Health System (UMHS). Schade provides direction and oversight to information technology initiatives at UMHHC, which includes120 clinics and three hospitals with 990 beds.

Under her leadership, UMHS made HealthCare’s Most Wired list in 2015. Last year she also made 50 Top Healthcare IT Experts (Health Data Management; 11 Hospital IT Executives You Should Follow on Twitter, (Health Data Management); and 50 Leaders in Health IT (Becker’s Health IT & CIO Review).

Schade has nearly 30 years’ experience in healthcare information technology management. Prior to joining UMHS, she served for over 12 years as the CIO for Brigham and Women’s Hospital, a founding member of the Partners HealthCare System in Boston, MA. Her previous experience includes 12 years in positions of increasing management responsibility at a large integrated delivery system in the Chicago area. She holds a master’s degree in business from Illinois Benedictine College in Lisle, IL.

Jason Small

Jason Small
General Manager, Thrustmaster of Texas, Inc

Art Smalley

Art Smalley
Author and Consultant, Art of Lean

Art Smalley is a renowned expert specializing in leadership, problem solving, and operational improvement.

In the latter part of the 1980s Art was one of the first Americans to work for Toyota Motor Corporation in Japan, first studying at different universities in Japan and then learning the principles of TPS in the historic Kamigo engine plant where Taiichi Ohno was the founding plant manager. Art also played an instrumental role in the development and transfer of TPS methods and precision equipment to Toyota’s overseas plants.

After a decade in Japan, Art returned to the United States and served as Director of Lean Manufacturing for Donnelly Corporation for five years. Art helped lead one of the most impressive lean transformations in North America. Donnelly won multiple awards while substantially improving net income, as well as operational metrics in safety, quality, productivity, delivery, and morale. Art’s work and this turnaround was featured in Forbes and many other publications.

In 1998, Art joined the international management consulting firm of McKinsey & Company and was one of the firm’s leading experts in lean manufacturing. He counseled numerous Fortune 500 clients on operational matters involving lean implementation and oversaw numerous successful quality, cost, and delivery improvement projects.

In 2003, Art launched his own company Art of Lean, Inc. and now divides his time serving a diverse base of clients such as Parker Hannifin, Delphi, Timken, Schlumberger, Gillette, Nexteer, Sandia National Laboratories, private equity groups, and many other organizations. A vast array of articles, guides, and documents pertaining to leadership and lean are available on his website: www.artoflean.com

Art serves as author and periodic advisor to the Lean Enterprise Institute and its global affiliates, delivering lectures to leading manufacturing executives around the world. In 2005, Art authored the Shingo Publication Award-winning workbook Creating Level Pull on implementing basic pull production. In 2008, he co-authored with his friend and colleague Professor Durward K. Sobek, the Shingo winning book Understanding A3 Thinking. In 2010, Art published Toyota's Kaizen Methods: Six Steps to Improvement with Isao Kato. In 2018, Art wrote his latest book Four Types of Problems, published by the Lean Enterprise Institute.

Agus Tena

Agus Tena
Shop and CI manager, 365 Café

Agus Tena, is a shop manager and continuous improvement manager at 365café, a chain of 78 small cafés and bakeries with one production center. Trained in electrical engineering, he changed responsibilities to focus on the mechanics of the family business. The experience of working in each area of the company during a lean transformation, helped him to understand the importance of treating people well. Tena holds has a master's in lean management and a management development degree from IESE Business School.
Frank Wagener

Frank Wagener
Continuous Improvement Manager, Kinross – Round Mountain

Frank Wagener is the Continuous Improvement Manager at Kinross Round Mountain Gold mine in central Nevada.  He has 10+ years of experience in improvement efforts at mining operations globally.  Frank previously oversaw the Global Continuous Improvement program between Rio Tinto (RT) and Caterpillar (CAT) Global Mining involving 18 RT mines and 10 CAT dealerships. 

In Frank’s current role, he oversees the Leadership Development Program that teaches lean thinking and continuous improvement methodology at the mine site.   He oversees the CI team that provides support, training, and guidance for multiple business optimization projects within cross-functional teams.  He champions the CI culture and helped introduce employee communication boards to capture improvement ideas from all levels of the workforce.  Frank demonstrates the importance of developing top performers & teaching others to be open to a new way of thinking & surpassing previous milestones.

Frank has 25+ years experience in various aspects of mining including management, engineering, operations, and metallurgy.  He holds a Bachelor of Science in Civil Engineering from the University of Idaho and an MBA from New Mexico Highlands University.