Experienced practitioners in the maintenance, reliability and physical asset management field will lead more than 30 pre- and post-conference workshops designed to enhance the skills of professionals. Learn how to implement best practices for maintenance and reliability into your operations. This year, tickets for workshops will also be avaible to purchase on site. 

Half Day Workshops
8:00 AM - 12:00 noon or 1:00 PM - 5:00 PM
Standard: $250.00
On Site: $350.00

Full Day Workshops
8:00 AM - 5:00 PM
Standard: $425.00
On Site: $525.00

Two Day Workshop
8:00 AM - 5:00 PM
Standard: $700.00
On Site: $800

Monday, October 22

Workshop 1: Reliable Manufacturing - Whose Job is it Anyway?

Half Day - 8:00 AM to 12:00 PM

Tom Carr, CMRP, Reliability Solutions
Audience Level: Intermediate

Reliability has become a very popular word in the manufacturing world. We have gone so far as to create reliability positions, reliability crews and even reliability departments. Obviously, there is great value in our manufacturing systems operating reliably. With that said, a few questions come to mind:

  • What is reliable manufacturing?
  • Is it something that can be measured?
  • What will this cost?
  • What is the value, and most importantly, whose job is it anyway?

Workshop 2: Reliability: Is Planned Maintenance Enough? Explore Options Using The Manufacturing Game®

Full Day - 8:00 AM to 5:00 PM

Michelle Ledet Henley, TMG Frontline Solutions, LLC
Audience Level: Intermediate 

Can you plan and schedule your way to reliability? Data from a historical worldwide benchmark study conducted by DuPont says yes … and no. While planning and scheduling can improve performance, even better results are within reach. The efficiency of maintenance work can be improved, but planning and scheduling do nothing to address repeat failures.

Organizations that achieve the highest levels of reliability address the defects at the source of failures rather than creating more efficient fixers. It’s the difference between managing defects and eliminating them. The Manufacturing Game® workshop provides a simulated environment to take reliability initiatives for a test drive. By compressing time and space, this hands-on simulation lets you break out of the reactive cycle using planning and scheduling efficiency gains that then break through to next-level performance with defect elimination. Why not experience the journey? “Death by PowerPoint” isn’t the only way to learn – it can also be fun!

Learning Objectives

  • Understand reliability from a systems thinking perspective
  • Distinguish between the impact of different approaches to reliability
  • Recognize the value of balancing a traditional planning and scheduling approach to performance improvement with a bottom-up focus on defect elimination – improving the efficiency of work while simultaneously reducing the amount of work that needs to be done
  • How to align the functions within an organization to the overall business goals
  • Experience defect elimination that addresses the varying sources of defects rather than just their consequences, with a “Don’t Just Fix It, Improve It” approach
  • Take away actionable defect elimination ideas that can be implemented immediately

Workshop 3: CMRP Question Writing Working Session

Full Day - 8:00 AM to 5:00 PM

Jeffrey Copley, CMRP, Westwind Group, LLC
Audience Level: N/A

This full-day, interactive question and writing session allows you to first learn the basics behind writing questions for possible inclusion within future exams, and then, once you have these skills, spend the remainder of the time actually writing questions that will be reviewed by a key member of the exam team. As a reminder, each question you write during this working session will count toward eight credit hours of the 50 hours required for recertification once that question is approved by the facilitator of this session. More importantly, the knowledge you gain reviewing best practices literature can further improve your organization

Please note: you must be currently CMRP or CMRT certified to participate. There is no cost to attend this session

Workshop 4: SMRP Best Practices Metrics Workshop

Full Day - 8:00 AM to 5:00 PM

Paul Dufresne, CMRP, Reliability Playbook
​Audience Level: Beginner

Maintenance and reliability metrics are an important tool for business leaders in their effort to provide valuable insight as it relates to better business results, but how do you know which metrics truly matter? As an SMRP member, one of your greatest resources is the “SMRP Compendium of Metrics.”

In this workshop, you’ll gain insights into the latest thinking on maintenance and reliability metrics. Attendees will learn the process of using the metric hierarchy for linking maintenance and reliability activities to the organization’s strategy. Using this proven process, practitioners will be able to demonstrate maintenance and reliability’s impact on an organization. Best practices will be discussed on the metrics used for the five pillars of the SMRP Body of Knowledge (BoK) for practitioners.

Workshop 5: Lubrication Excellence Fundamentals

Full Day - 8:00 PM to 5:00 PM

Terry Harris, CMRP, Reliable Process Solutions
​Audience Level: Intermediate

Lubrication excellence training is a must for any manufacturing process since 50 percent of all rotating equipment failures are lubrication related. This workshop teaches how equipment lubrication is one of the most important functions in any plant process. It is important because we want our equipment to operate in very long cycles without failing. Lubrication excellence training will guide you through the steps needed to change your program and extend equipment life by three to eight times what you are presently experiencing.

Learning Objectives

  • Understanding if you are using the correct lubricant
  • Storing your lubricants for long lube life
  • Filtering new and existing lubricants to extend equipment life
  • Keeping and getting moisture from your lubricants
  • Performing a lubrication audit
  • Performing oil analysis and simple visual checks

Workshop 6: Best Practices for MRO Storeroom Operation for Effective and Efficient Operations

Full Day - 8:00 AM to 5:00 PM

HP Slater, CMRP, Operational Certainty Consulting, Emerson Automation Solutions
​Audience Level: Intermediate

This is a one-day workshop for maintenance repair and operations (MRO) inventory management. The session will focus on seven key areas that need to function in unity for full effectiveness. Overall, the proper setup operation and management of a MRO storeroom is essential to supporting the goal of profitability for your company. This is to meet goals for finance, purchasing, operations and maintenance while operating the storeroom at the lowest practical cost. The seven areas to be covered will be control, identification, store, supply, replenishment, receiving and management.

Learning Objectives

  • The strategic importance of a MRO Storeroom
  • What a MRO storeroom is and is not
  • What good looks like in MRO storeroom management
  • The key elements of successfully managing a MRO storeroom: control, identify, store, supply, replenishment, receive and management
  • Linking all material covered into actionable items

Workshop 7: Practical Reliability, Availability and Maintainability (RAM) Analysis Fundamentals

Half Day - 8:00 AM to 12:00 PM

Miklos Szidarovszky, HBM Prenscia
​Audience Level: Intermediate

This is a practical and interactive workshop that helps attendees understand the challenges maintenance practitioners face in utilizing asset management data and how to apply reliability engineering concepts and methods for repairable systems analysis and maintenance planning. Attendees will learn how to analyze failure and repair data through practical, hands-on use of software tools from ReliaSoft's Synthesis platform, including life data analysis with Weibull++ and building simple to complex reliability models using BlockSim. Workshop exercises will show you how to identify critical components (or failure modes) and determine the most effective ways to improve system performance through design improvements and/or preventive maintenance actions.

Learning Objectives

  • Define a system as a reliability model 
  • Analyze and model data to identify system improvement opportunities
  • Perform optimum reliability allocation
  • Conduct throughput analysis (bottleneck identification and backlog processing)
  • Apply advanced maintenance simulation techniques by adding crews,spare parts and maintenance strategies

Workshop 8: Getting Traction Through Productive Leadership

Full Day - 8:00 AM to 5:00 PM

Tom Moriarty, PE, CMRP, Alidade MER, Inc.
Hank Kocevar, CMRP, Alidade MER, Inc.
​Audience Level: Intermediate

Getting traction through productive leadership provides current and prospective leaders with the knowledge and skills they need to lead effectively. It requires resources and guidance, but also an understanding of roles, attributes, skills and an understanding of a leader’s sources of power for effective, productive leadership. This course provides information on these key concepts with practical exercises and tools. It also focuses on critical techniques that will make you a better leader. The concepts are proven, practical approaches that have been effective in industry, academia and military organizations. Productive leadership will help you achieve a better workplace culture and productivity. Attendees will receive a course handout and a free phone app (iPhone or Android) to reinforce learning.

This workshop is led by Tom Moriarty, the Plant Services magazine “Human Capital” monthly column author.

Learning Objectives

  • Productive Leadership Overview
  • What leadership needs to be productive.
  • The five leadership roles.
  • The five leadership attributes.
  • The Critical Leadership Skills.
  • The best way to retain and use Productive Leadership knowledge.

Workshop 9: Communicating Reliability and Risk to Decision 

Half Day - 8:00 AM to 12:00 PM

JD Solomon, CMRP, Jacobs
​Audience Level: Intermediate

Communication related to reliability and risk is frequently cited by technical professionals as the most challenging and overlooked aspects of their work. This interactive workshop will fill many of those gaps.

Learning Objectives

  • Practical approaches for communicating risk and reliability to subordinates, peers, senior management and decision makers
  • Basic understanding definitions of risk, reliability and communications
  • The major types of decisions and how communication approaches change with decision type
  • Personality profiles and their impact on communication and decision making
  • The role of ethics in communication reliability and risk information
  • Options and best practices for visual communication of reliability and risk information

Workshop 10: Journal Bearing Malfunction Diagnosis Using Vibration and Dynamic Strain Data

Full Day - 8:00 AM to 5:00 PM

Mitchell Stansloski, Pioneer Engineering Company, Inc
​Audience Level: Advanced

Learn the basic principles of journal bearing design and rotor dynamics in order to apply analysis techniques using time waveform, FFT spectra, orbits, shaft centerline plots and load path plots. Vibration-accelerometer, proximity-probe and dynamic strain data are covered.

Learning Objectives

  • Understand bearing design theory and how it applies to troubleshooting
  • Understand basic rotordynamic theory and how it applies to troubleshooting
  • Know how to collect the data necessary to plot a proper orbit
  • Understand the value of filtered and unfiltered orbits
  • Understand how to interpret shaft centerline plots
  • Understand the value of dynamic strain data for journal bearing health data
  • Be able to diagnose malfunctions using time domain, spectral and orbit analysis

Workshop 11: Visualizing the Improvement Strategy

Full Day - 8:00 AM to 5:00 PM

Darrin Wikoff, CMRP, Eruditio, LLC
​Audience Level: Intermediate

In this workshop, Darrin Wikoff will facilitate a case study to demonstrate how to use common continuous improvement techniques to create a cascading, visual representation of the improvement strategy. Topics include value stream mapping, reliability block diagrams, process workflow mapping, graphical analysis, and of course, root cause analysis (RCA).

Learning Objectives

  • Creating value stream mapping
  • Modeling data within a reliability block diagram
  • Recognizing workflow process improvement opportunities
  • Evaluating improvement priorities using graphical analysis techniques
  • Practicing Root Cause Analysis techniques for solution selection
  • Developing the improvement strategy

Workshop 12: iCast: Introduction to Critical Asset Surveillance Technology

Half Day - 8:00 AM to 12:00 PM

Rudy Wodrich, IRISS Inc
​Audience Level: Intermediate

This workshop provides a practical guide of how to start thinking about your critical electrical infrastructure and how to maintain it in a different way. It will cover how to justify an electrical asset maintenance program to upper management. We will discuss various technology levers that can be used to institute a data-driven reliability program. This will also include how to use safety devices to meet NFPA70E guidelines, traditional condition-based inspections (IR, Ultrasound) as well as newer technology like wireless temperature monitoring and transient earth voltage (Partial Discharge) detection.

Learning Objectives

  • How to cost justify a reliability program focused on electrical infrastructure assets
  • How to think about design for reliability and maintenance when specifying new electrical equipment
  • Overview of changes to the NFPA70E and what this means for CBM inspections
  • Review of options available on the market for asset temperature monitoring (hardware, software, IoT solutions)
  • Basic understanding of how to use ultrasound and infrared CBM technology
  • How to address the skills gap with simplified CBM tasks and error-proofing techniques

Workshop 13: Front Line Leadership: Understand What it Takes to Lead From the Front

Full Day - 8:00 AM to 5:00 PM

Joe Pollhein, CMRP, Academy Front Line Leaders
Joseph A. Simonelli, Jr., "COL Joe Wants to Know", Academy Front Line Leaders
​Audience Level: Intermediate

Talk is cheap, but actions are valuable. Taking action is the only way to have a real impact. Front line leaders are critical to any business’s success This workshop shows how to improve your bottom line by focusing on the front line. Join two West Point graduates as we share our civilian and military experience to help you understand front line leadership. Our focus is to help you grow your own knowledge and skills, and carry the teachings back to improve front line leadership in your own organization.

Learning Objectives

  • Understand the difference between leadership and management to see how both fit in today's maintenance world
  • Understand the critical role of front line leaders
  • Engage in hands-on simulations with like-minded people that will increase your understanding of your own leadership skills
  • Understand how to assess leadership skills of current maintenance and reliability team  
  • Understand how to identify potential leaders rather than just the best technicians
  • Be part of an energizing conversation about today's leadership challenges and how to address them


Workshop 14: Do You Run Your Plant or Does Your Plant Run You?

Half Day - 1:00 PM to 5:00 PM

Owe Forsberg, IDCON, INC
​Audience Level: Intermediate

Preventive maintenance (PM) is one of the cornerstones in a world-class reliability process. PM actions prevent failures from happening and/or extend the life of components. This PM workshop will give your team the ability to understand how to set up and improve a whole PM system while staying cost effective. The understanding is based on basic reliability concepts such as failure developing, equipment life, inspection frequencies and selection of maintenance methods together with unique documentation methods.

Learning Objectives

  • Understand the concepts that drive a PM program
  • How components fail
  • What is the life of a component
  • What is the Failure Developing Period of a component
  • How to develop and implement effective on-line and off-line PMs
  • How to ensure the right equipment PMs are completed with the right frequency
  • How to manage and update the PM database

Workshop 15: Best Practices For Electrical Inspections, Maintenance, and Safety

Half Day - 1:00 PM to 5:00 PM

Adrian Messer, CMRP, UE Systems, Inc.
Roy Huff, CMRP, The Snell Group
​Audience Level: Intermediate

This safety-focused workshop will provide attendees with better knowledge of energized electrical inspection methods, updates to NFPA70E that relsate to safety and electrical maintenance, and the use of ultrasound and infrared technologies to detect an increased number of electrical failure modes.

Learning Objectives

  • Updates to the current version of NFPA70E
  • Updates to the current version of NFPA70B
  • Thermography applications including types of faults and failure modes, each with specific case studies
  • Ultrasound applications for electrical inspections including types of faults and failure modes, each with specific case studies
  • How to prioritize thermal and ultrasound anomalies
  • How to use infrared and ultrasound to improve the safety of energized electrical inspections

Workshop 16: Improving Your Electric Motor Reliability Program by Conducting Acceptance Testing

Half Day - 1:00 PM to 5:00 PM

Dave Sirmans, CMRP, The Snell
​Audience Level: Intermediate

Starting a motor testing program can seem like a monumental undertaking at the outset, but breaking it down into manageable pieces is one of the keys to success. Acceptance testing should be performed on all motors that are received from an original equipment manufacturer (OEM) or a motor repair facility as it will stop sub-standard motors from being part of the facility inventory. The speaker will explore how electric motor acceptance testing can be utilized to increase the reliability of motors in your facility. It will include information on the significant percentage of motors in storage that may have motor faults to the sizeable percentage of both new and rebuilt motors that fail acceptance tests when they hit the loading dock. Additionally, discussions covering the types of tests that can be performed as well as additional steps that must be done to have a successful electric motor program.

Learning Objectives

  • Be able to fully understand the reasoning why all motors should be tested before acceptance from the OEM or motor repair facility
  • How to effectively establish acceptance criteria and how to decide when they need to be revised
  • Comprehend the steps of developing the needed documentation for the metrics of the initial inspections as well as tracking them over the lifetime of the motors
  • Learn what visual and electrical tests to conduct and what benefit each one will bring to increase the reliability of the facility’s motors
  • Fortify the knowledge on how to properly store motors as well as what to do periodically to stored motors
  • Comprehend both the costs and the benefits of implementing an electric motor acceptance testing program and how to audit the return on investment it brings to the overall reliability efforts at the facility

Workshop 17: Enhanced System Reliability With Intelligent Sensors And Robust Web-Enabled Technology

Half Day - 1:00 PM to 5:00 PM

Bhanu Srilla, Grace Engineered Products, Inc
Andy Zimmerman, Grace Engineered Products, Inc

Manufacturing facilities and other critical infrastructure around the globe are experiencing a major generational shift in terms of how they operate and maintain their equipment. Increased productivity pressures and high uptime demands of equipment combined with a shortage of qualified maintenance personnel are driving facilities to rely more than ever on predictive maintenance (PdM) tools.

Learning Objectives

  • Understand IIoT and big data in industrial and critical infrastructure facilities
  • Importance of predictive maintenance tools (PdM) over preventive maintenance methods
  • The purpose of various types of sensors, communications and analytics in maintenance needs
  • Application scenarios and challenges involved in implementing IIoT in various electrical and mechanical equipment
  • Reliability centered maintenance programs and their interpretation with NFPA 70B standards

Workshop 18: Managing Change – the Most Forgotten and Abused Tool – How Can I Do Better

Half Day - 8:00 AM to 12:00 PM

Cliff Williams, People and Processes, Inc
​Audience Level: Intermediate

In our everyday lives, the rate of change is increasing exponentially – what worked yesterday is obsolete today. The same thing applies within our organizations – if we don’t change quickly enough we can become extinct. How do we prepare a group for change? How do we ensure they are comfortable with the process? How do we measure success? How do we make it sustainable and the biggest question of all – is change really what we need to manage? In this workshop we will learn the essentials of managing change and look at examples from the world of maintenance and reliability.

Learning Objectives

  • Recognize when change occurs
  • Recognize the reactions to change
  • Understand the phases of change
  • Understand what 'managing change' really means
  • Will have the knowledge to develop the skills of a successful change agent

Thursday, October 25

Workshop 20: How to Run a Successful Reliability Improvement Project

Half Day - 8:00 AM to 12:00 PM

James Kovacevic, CMRP, Eruditio, LLC
​Audience Level: Intermediate

Running a reliability improvement project is no easy task. Many improvement projects fail to deliver upon the expected results for a number of reasons, one of which is not having a repeatable process for the project. A process for reliability improvement projects ensures that all projects are identified, vetted and supported throughout an asset’s life cycle. The reliability improvement process is based on the Define, Measure, Analyze, Improve Control framework (DMAIC). Without this process, many projects will lose support quickly and not have the right level of rigor, which will cause a loss of focus. The reliability improvement project ensures there is a governance process, enabling a successful return on the project.

Learning Objectives

  • Define a properly sized reliability improvement project
  • Identify the opportunities for improvement
  • Build a robust business case and the need for change
  • Craft a charter for the improvement project
  • Define the future state to achieve at the end of the project
  • Govern and communicate the project throughout its life

Workshop 22: Industrial Reliability Engineer - What is Your Role? What Do You Do?

Half Day - 8:00 AM to 12:00 PM

Christer Idhammar, IDCON, INC.
Audience Level: Intermediate 

Many in our profession graduate as reliability engineers and understanding of mean time to repair (MTTR), mean time to failure (MTTF), mean time between failures (MTBF), Weibull charts, failure mode effect analyses (FMEA), reliability centered maintenance (RCM), etc. All good stuff, but not necessarily the most practical for day-to-day work. Today, most plants don’t have a policy that includes maintainability and reliability analyses and reviews when they specify new equipment. Many graduates end up helping planners to document standard job plans and participate in failure investigations, but not with a structured method such as a root cause problem elimination (RCPE). Some have been assigned to set up preventive maintenance (PM) programs and tried to use RCM but find it too complicated. This workshop will help define an industrial reliability engineer’s role and what someone in that role can expect in terms of responsibilities.

Learning Objectives

  • Best practices and role of a reliability engineer in an industrial environment

Workshop 23: How to Build a Precision Maintenance Procedure From the Bottom Up

Full Day - 8:00 AM to 5:00 PM

Gary Josebeck, CMRP, RAMwright Consulting Company, LLC
​Audience Level: Intermediate 

Learn how to easily build standardized precision maintenance procedures that improve safety, produce repeatable results, lower wrench time, and increase asset reliability and maintainability. Don't create another ‘check, inspect, repair as necessary’ procedure again!

Learning Objectives:

  • Understanding human error
  • The hierarchy of work
  • Identifying and describing hazards
  • Establishing time estimates, determining standards and specifications, and identifying required tools, permits and other resources
  • How to properly reference manuals, diagrams, pictures and other visual aids that ensure safe and repeatable results performed by qualified personnel

Workshop 24: Reliability Management

Full Day - 8:00 AM to 5:00 PM

Paul Casto, CMRP, Gray Matter Systems
​Audience Level: Intermediate 

This course is an introduction to reliability management. It is designed for a wide range of individuals who are leading, managing, interacting or working with reliability personnel and need to understand the basic concepts of reliability, how to leverage the reliability program to generate value, how different groups in the organization need to work together for reliability and how to create a culture of reliability within their organization. Critical elements of reliability management will be reviewed including: reliability policies, setting reliability goals, building a reliability plan, developing a reliability department, organizing for reliability, creating value with reliability and measuring the results of the reliability program. In addition, creating a culture of reliability and change management for reliability will be discussed.

Learning Objectives 

  • Understand the fundamental elements of reliability
  • Discuss how should reliability, maintenance and operations work together for improved performance
  • Determine how to leverage and manage Reliability
  • Answer how to set reliability goals, develop reliability plans and measure results
  • Explore how the reliability team should be organized
  • Appreciate the importance of a reliability culture and understand how to create it

Workshop 25: Macros for Maintenance

Half Day - 8:00 AM to 12:00 PM

Brian Powell, CMRP, MillerCoors
​Audience Level: Beginner 

Macros for Maintenance is a workshop intended to show you how to utilize Microsoft Excel, Microsoft Outlook, and SAP to automate metrics and reporting so that you and your team are spending time making decisions based on your data rather than spending time preparing the data. If you are not using SAP, but are using Microsoft Excel and Microsoft Outlook, then the information is still going to be valuable to you as SAP is the database that is used to extract data. You do not have to be a coder to take the workshop as the approach taken is that all of the code you need has already been written – you just need to be able to copy and paste, change a few variables and then you too can increase your productivity by automating your metrics.

Learning Objectives

  • How to create variants within SAP
  • How to create jobs to run transactions in the background of SAP, and automatically send emails with that data (given you have the access) and the feature is available within your version of SAP
  • How to write macros to import data into excel, create pivot tables and charts
  • How to write macros to automatically send charts and attachments in emails

Workshop 26: The Reliability Game

Full Day - 8:00 AM to 5:00 PM

Bruce Hawkins, CMRP, Emerson
​Audience Level: Intermediate 

It is hard for anyone to accept a new and unfamiliar approach to an activity they have already mastered. Getting many people to change at once is an even greater challenge. The Reliability Game® workshop is designed to teach participants how to make the transition from a reactive to proactive maintenance environment. You will learn to ‘follow the money’ and further your understanding of the business decisions behind reliability. T It lowers resistance to change by letting people experience a different role in a simulated environment that demonstrates this transition.

Learning Objectives:

  • What it takes to migrate from a reactive to a proactive thought process
  • The power of synergy when functions work together toward a common objective
  • How to properly manage the mix of proactive maintenance and repair maintenance
  • The financial penalties of behaving reactively, and rewards for behaving proactively
  • The value of permanent solutions to recurring problems
  • The pitfalls of sub-optimizing one department's results at the expense of others

Workshop 27: Shaft Alignment Fundamentals Plus Proper Machine Installation, Soft Foot and Thermal Growth 

Full Day - 8:00 AM to 5:00 PM

Adam Stredel, LUDECA, INC
Mario Rostran, LUDECA, INC
​Audience Level: Intermediate 

In this workshop, we will focus on the importance of the tasks during pre-alignment. We will cover most of the stages where defects can be introduced through the life of an asset. We will continue by exploring the importance of proper installation of rotating equipment. This will include techniques for proper bearing installation, setting a good foundation for rotating equipment and making sure baseplates are flat, level and rigid. From here, we will discuss the importance of detecting and correcting soft foot. We will then evaluate the importance of measuring positional change of rotating equipment to determine alignment targets. We will conclude the workshop by speaking about the correct sequence of events for alignment of rotating equipment and the benefits, because when a proper procedure is followed, the alignment task is expedited and simplified.

Learning Objectives

  • Defect elimination through precision alignment
  • Proper machine installation for successful alignment
  • Importance of fixing soft foot
  • Measuring positional changes in rotating machinery
  • Follow five-step Shaft Alignment Procedure
  • Be proactive!


Workshop 28: The Key to Maximize Reliability is to Ensure That All Work is of High Quality

Half Day - 1:00 pM to 5:00 PM

Owe Forsberg, IDCON, INC.
​Audience Level: Intermediate 

Maintenance planning and scheduling is key for achieving a cost-effective maintenance organization. Planning and scheduling is the cornerstone to enabling excellence in uptime, preventive maintenance, stores, utilization of craftspeople, maintenance cost control, coordination of maintenance schedules with production schedules, and involves engineering in reliability and much more.

Learning Objectives

  • Improve uptime on critical lines (dependent on industry and current reliability)
  • Reduce maintenance cost over time (10-40% is common)
  • Improved safety through well thought through (planned) jobs
  • Improve maintenance planner's effectiveness (50 to 300% is not uncommon)
  • Refocus supervisors, planners and crafts people towards quality jobs from a "fire-fighting" role
  • Reduce rework
  • Create time for root cause problem elimination
  • Reduce workforce stress

Workshop 29: Soft Power – Driving Improvement When You Are Not 'In Charge'

Half Day - 1:00 PM to 5:00 PM

Alexander Willems, CMRP, Newmont Mining
​​Audience Level: Advanced

How do you drive asset management and reliability in companies that have not yet fully committed to these concepts? What are the tools and skills you need to develop and drive improvements to show your value when your company is still figuring things out? How can you be an ambassador for asset management and lead your company into the 21st century?

Learning Objectives:

  • What is soft power and why is it necessary in your career?
  • How does the way you present yourself undermine or strengthen your argument?
  • What the roadblocks you need to be prepared for when 'selling' asset management?
  • How do you need to communicate to your audience?
  • How do you build and maintain cooperation without coercion?
  • What should you be measuring and reporting on to show value?

Workshop 33: Designing for Reliability (DfR)

Half Day - 8:00 AM to 12:00 PM

Ramesh Gulati, CMRP, Jacobs
Lynn Moran, CMRP, Jacobs, 

Do you know that most defects or potential failures are introduced during design, procurement or in operation? It’s much more economical to correct the defects during the design phase of the asset. This workshop will review asset life cycle phases and discuss what we could do, or what tools and techniques can be used to improve the design to eliminate or minimize defects-failures. This is what we call "Designing for Reliability," this workshop is designed to interactively discuss how investing more time and work during acquisition, specifically during the design phase, can reduce failures as well as the total cost of ownership.

Learning Objectives:

  • Understanding terms related to designing for reliability
  • Understanding all phases of asset life cycle
  • Where/when defects get introduced in asset life cycle
  • What tools/techniques a designer could use to minimize failures
  • Importance of FMEA during design
  • Role of capital project manager and other stakeholders

Two Day Workshops 

Workshop 19: Five Pillars Of A Living Reliability Program – Part 1 Of 2 

Day 1 of 2 (Monday) - 8:00 AM to 5:00 PM

Andrew Gager, CMRP, Nexus Global Business Solutions, Inc.
Larry Olson, CMRP, Nexus Global Business Solutions, Inc.
​​Audience Level: Beginner

This two-day workshop is designed to guide attendees through the entire process of a living reliability program. The first day of the workshop will build an overall awareness of what a living reliability program entails, the steps required to develop asset management strategies and how to optimize current strategies by administering a robust change management system that embeds the improvements continuously. Day two will feature hands-on skills training that applies the lessons of day one.

Learning Objectives:

  • Identify the key elements of a living reliability program
  • Develop a living reliability strategy
  • Apply living reliability concepts in a real-world environment
  • Immediately apply reliability best practices 
  • Understand the importance of change management in reliability culture
  • Recognize the difference between change management and management of change
  • Optimize maintenance reliability activities

Workshop 19: Applying Precision Maintenance Within A Living Reliability Program – Part 2 Of 2 

Day 2 of 2 (Thursday) - 8:00 AM to 5:00 PM

J. Douglas Robey, CMRP, GP Strategies
Don Langley, GP Strategies
​​Audience Level: Beginner

This two-day workshop is designed to guide attendees through the entire process of a living reliability program. Day two of the workshop will be hands-on applications of the ideas and lessons from day one. Attendees will develop asset management strategies, execute those strategies and perform an analysis on their results. Attendees will physically apply learnings and teachings on real equipment during the workshop. By combining a precision maintenance strategy with best practice precision reliability skills, stopping equipment failures and lasting machinery health results can be achieved. This session offers attendees the processes to develop, execute and analyze the potential cost reductions or avoidances by bringing all your assets to a state of good-health.

Learning Objectives:

  • Apply precision maintenance concepts as part of a living reliability program
  • Demonstrate proper inspection techniques in accordance with work package requirements
  • Interpret, develop and execute a job plan based on the inspection results
  • Apply troubleshooting and RCA techniques
  • Demonstrate the ability to execute precision maintenance
  • Understanding of the importance of precision maintenance within a living reliability program

Workshop 30: Preventive Maintenance Optimization (PMO) with a Case Study – All Things Considered? 

Two Full Day (Thursday & Friday) - 8:00 AM to 5:00 PM

Jeff Shiver, CMRP, People and Processes, Inc
Paul Durko, CMRP, Consolidated Nuclear Security (CNS) at Y-12
​​Audience Level: Intermediate

Conventionally, a standard definition for preventive maintenance optimization (PMO) is a structured process utilized to evaluate existing proactive maintenance strategies. In most cases, much of the conversation regarding any PMO effort is the reduction of obsolete tasks and cost inefficiencies. While these outcomes cannot be understated, there is much more to consider when undertaking a PMO project – including, and most importantly, sustainability. The purpose of this workshop is to provide insights required to make the efforts of the PMO process not only quantifiable, but sustainable, meaning the ability to reap continuous efficiency gains by rendering the process dynamic and understanding the program must be categorized as a living program.

Learning Objectives:

  • Preventive Maintenance Optimization (PMO) 201 – While the PMO basics will be covered during the workshop; the attendees will get the tools necessary to understand the process and develop a business case.
  • From integration with internal CMMS modules to the ease of updating maintenance plans, attendees will gain an understanding of the importance of intertwining the PMO effort and their CMMS.
  • When thinking of who is responsible for the PM program, having the proper team engaged in the PMO effort not only allows cross-functional participation but allows for the integration of processes and procedures to ensure maximum benefit of the process. Everyone gets a voice to drive improvement.
  • Understanding current processes and future state processes to ensure the PMO effort extends beyond Elimination of “non-value” added tasks and provides a strong foundation for the PM program.
  • With the initial PMO effort complete, where do you go from here?  Development of Leading KPIs. Learn how to identify and utilize the proper KPIs to gain maximum value of the program.
  • Attendees will gain an understanding on methods for marketing to business partners, leveraging metrics and other actions.

Workshop 31: A Detailed Understanding of Reliability Improvement of Physical Assets

Two Full Days (Thursday & Friday) - 8:00 AM to 5:00 PM

Jason Tranter, CMRP, Mobius Institute
​​Audience Level: Intermediate

In this workshop, we will take a detailed trip through each of the key reliability topics, including understanding benefits, auditing the current state, benchmarking and establishing key performance indicators (KPIs), criticality analysis, establishing the asset strategy, work management, spares management, condition monitoring, precision and proactive work, continuous improvement and building a culture of reliability.

Learning Objectives:

  • A means to quantify the benefits for your organization
  • A clear understanding of asset criticality
  • A step-by-step process to develop the maintenance strategy
  • An understanding of condition monitoring, proactive and precision maintenance, work and spares maintenance, and many other topics
  • An understanding of the importance of continual improvement, and a guideline of the steps to take
  • An understanding of the importance of culture change, with a means to change it

Workshop 32: Effective and Efficient Maintenance Planning and Scheduling

Two Full Days (Thursday & Friday) - 8:00 AM to 5:00 PM

Fortunatus Udegbue, CMRP, Fogaec Electrophysics Technologies LLC (An Infor Channel Partner)
​​Audience Level: Intermediate

Maintenance planning and scheduling is the heart of the maintenance organization – improve it and you improve your maintenance organization. Proactive maintenance strategy (PMS) is totally dependent on maintenance planning and scheduling (MPS). PMS increases safety, reliability and economics. With efficient MPS processes, you are sure to increase the safety and economic throughput of your plant. It is common knowledge MPS excellence is able to reduce your warehouse inventory, optimize your maintenance strategy, reduce safety health and environment accidents and increase the entire organization’s bottom line more than equivalent sales efforts. Traditional maintenance planning and scheduling function has failed to achieve this goal, hence this workshop.

Learning Objectives:

  • How to select the degree of job plan depending on its complexity
  • How to apply the popular lean tool “Prioritization Matrix” to work selection
  • How to apply the maintenance planner’s structured thought flow in a job plan
  • How the maintenance organizational structure impacts the maintenance planning and scheduling function
  • Understanding the maintenance planning process map using typical industry cases


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To develop and promote excellence in maintenance, reliability and physical asset management.

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Society for Maintenance & Reliability Professionals

3200 Windy Hill Rd, SE, Suite 600W
Atlanta, GA 30339