30th Annual Conference Workshop Schedule

Monday, October 17

Workshop #1: Managing Maintenance Shutdowns, Turnarounds And Outages (STO)

Joel Levitt, CMRP, President, Springfield Resources

Shutdowns, Turnarounds, and Outages (STO) are the riskiest activity an organization will voluntarily undertake. There is a great deal of money, production, prestige, and human capital put at risk. This course is, above all, dedicated to rigorous preplanning, realistic scheduling, and humane execution. By covering the fundamentals, essential elements are not overlooked. A single good idea can save thousands of dollars or dramatically improve safety.

Topic: Work Management
Audience Level: Intermediate
Full day (eight hours)
Monday, October 17
8:00 AM - 5:00 PM
Location: Room 301A

Workshop #2: Calculating The True Cost Of Maintenance & Building The Business Case For Implementing M&R

Andrew Gager, CMRP, CEO/President, AMG International Consulting, Inc

This workshop is designed to show the true cost of maintenance contribution costs and how to build a business case for implementing M&R Best Practices.
Topic: Business and Management

Audience Level: Advanced
Full day (eight hours)
Monday, October 17
8:00 AM - 5:00 PM
Location: Room 301B

Workshop #3: Adaptive Planning Management (APM)

AW Schultz, CMRP, Principal Consultant, Visual Management Group

An Agile approach to Maintenance Planning, Scheduling and Controlling

Topic: Work Management
Audience Level: Intermediate
Full day (eight hours)
Monday, October 17
8:00 AM - 5:00 PM
Location: Room 302A

Workshop #4: Master Class In Lubrication

Terry Harris, CMRP, President, Reliable Process Solutions

Understanding all the aspects of lubrication can extend wrong lube life, longer equipment component life, and lower maintenance and operations costs. It has been proven that equipment component life in many industries can be extended by 3 to 8 times. The Master Class will cover lubricants from how they are produced, additive packages, synthetic lubricants, proper filtration, and application. All the way to recycling and disposal.

Topic: Equipment Reliability
Audience Level: Intermediate
Full day (eight hours)
Monday, October 17
8:00 AM - 5:00 PM
Location: Room 302B

Workshop #5: Calculating The Reliability Opportunity

George Williams, CMRP, CEO, ReliabilityX
Joseph Anderson, CMRP, COO, ReliabilityX

Learn how to calculate the business opportunity for improving plant performance in both manufacturing and non-manufacturing facilities. This workshop will provide examples and have you determining ROI for initiatives which add value to the business. Learn how to identify and articulate the value gained through improving maintenance and reliability.

Topic: Business and Management
Audience Level: Intermediate
Half day (four hours)
Monday, October 17
8:00 AM - 12:00 PM
Location: Room 302C

Workshop #15: Your PM Needs A Tuneup

Owe Forsberg, CMRP, VIce President, IDCON INC

It can be hard to develop a comprehensive approach to Preventive Maintenance (PM). You may have tried different documentation methods. Your management and execution may vary between areas. Different groups and software sometimes manage portions of your existing PM systems. This workshop will walk you through the steps needed to do PM the right way from who to what KPIs you need to measure the success.

Topic: Equipment Reliability
Audience Level: Intermediate
Half day (four hours)
Monday, October 17
1:00 PM - 5:00 PM
Location: Room 302C

Workshop #8: Creating Value In Maintenance & Reliability Through Transformational Change Management

Alejandro Sierra Lapiedra, CMRP, Associate Partner, McKinsey & Company
Patrick Neise, Partner, McKinsey & Company

Driving sustainable, transformational impact in maintenance & reliability requires a holistic approach deeply rooted on value creation for the business, incorporating a cross-functional team (beyond just M&R) and focused on operating system improvements as much as establishing a strong execution engine through the right management infrastructure and mindsets & behaviors that enable the value capture. Join us for a 4-hour interactive workshop where we will provide an overview of our transformational approach, including: (i) utilizing key analyses to identify M&R reliability improvement gaps and value potential, (ii) leveraging ideation techniques to generate initiatives across the organization, (iii) building tactical action plans for those initiatives and (iv) establishing the “execution engine” with the appropriate change management, including management infrastructure and mindsets & behaviors, to see the value to fruition. The session will be interactive to build your own transformation roadmaps. Finally we will debrief, with testimonials from real-life case studies.

Topic: Business and Management
Audience Level: Advanced
Half day (four hours)
Monday, October 17
8:00 AM - 12:00 PM
Location: Room 305A

Workshop #16: Vertical Pump Resonance And Practical Finite Element Modeling

Monroe Voyles III, Solutions Engineer, ITT Goulds Pumps

Vertical pumps can experience large amplitude vibration when a system natural frequency is at or near a machine generated forcing frequency like 1X shaft (running) speed. The author has analyzed many cases where resonance was not predicted by industry standard finite element modeling (modeling), but the actual machine exhibited high amplitude vibration due to resonance when installed in the physical system. Experimental modal data was used to evaluate these applications and the corresponding models; significant issues were discovered with regard to boundary conditions and simplified motor models. This workshop describes potential modeling problems and techniques to improve model fidelity so the predicted natural frequencies and mode shapes will better correlate with the physical machine responses (experimental modal data). The industry standard finite element modeling process is discussed and areas of improvement are be presented.

Topic: Equipment Reliability
Audience Level: Intermediate
Half day (four hours)
Monday, October 17
1:00 PM - 5:00 PM
Location: Room 305A

Workshop #9: Reliability–Is Planned Maintenance Enough? Explore Options Using The Manufacturing Game®

Michelle Henley, President, TMG Frontline Solutions, LLC

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 does nothing to address repeat failures. Organizations that achieve the highest levels of reliability address the defects at the source of failures rather than just 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 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!

Topic: Organization and Leadership
Audience Level: Intermediate
Full day (eight hours)
Monday, October 17
8:00 AM - 5:00 PM
Location: Room 305B

Workshop #10: Leadership: Lessons Learned From Six Feet Away

Dale Malzi, CMRP, Consultant, Black Knight Consulting
Joe Pollhein, CMRP, Senior Director, The Beckway Group

Front Line Leadership has just been thrown another curve. Who would have ever thought that we will have to maintain our assets during a pandemic and stay motivated? Keeping our teams safe is paramount, but our work still must get done. Join us as we discuss tools, tips, and guidelines to help you better understand and transform your front-line leaders with work force safety at the front.

Topic: Organization and Leadership
Audience Level: Beginner
Full day (eight hours)
Monday, October 17
8:00 AM - 5:00 PM
Location: Room 306A

Workshop #11: How To Get Your Boss's Boss To Understand

JD Solomon, CMRP, President, JD Solomon Inc

Getting your boss’s boss to understand is one of the most challenging jobs for a technical professional. Senior management frequently does not understand concepts related to reliability, risk, and resiliency. Texts and guidance documents often reference the importance of better communication and education; however, limited practical guidance is provided. This session will fill some of these gaps and specifically target front-line professionals in their role as trusted advisors to senior decision makers.

Topic: Organization and Leadership
Audience Level: Intermediate
Half day (four hours)
Monday, October 17
8:00 AM - 12:00 PM
Location: Room 306B

Workshop #17: Machine And Lubricant Inspection And The ISO 55,000 Standard

Michael Holloway, President, 5th Order Industry

The ISO 55,000 standard can help establish order in a chaotic environment. Development of the inspection plans for the technology will be reviewed.

Topic: Work Management
Audience Level: Intermediate
Half day (four hours)
Monday, October 17
1:00 PM - 5:00 PM
Location: Room 306B

Workshop #12: Aligning Business Objectives With Stakeholder's Expectations

Ramesh Gulati, CMRP, CMRT, Reliability Sherpa, Retired
Sunil Kamerkar, Other, Principal/Founder, Asset Analytix

This workshop provides an opportunity for a constructive interactive discussion on significant dissatisfaction issues such as misalignment of the organization's objectives with workflow process (CMMS/EAM) and information flow reporting and analytics, including best practices.

Topic: Business and Management
Audience Level: Intermediate
Half day (four hours)
Monday, October 17
8:00 AM - 12:00 PM
Location: Room 306C

Workshop #18: Unleash Your Leadership Potential

Thomas J. Furnival, Vice President, Marshall Institute, Inc.

Unleash your leadership potential, and the potential of other people, by adjusting the way you think. In the workshop you will identify beliefs, attitudes, and assumptions that are holding you back. You will build an action plan to replace limiting beliefs with enabling ones, and as a result you will transform your mindset, and unleash your leadership potential. This workshop is for people who want to take the next step in leadership performance and are motivated to do something about it.

Topic: Organization and Leadership
Audience Level: Intermediate
Half day (four hours)
Monday, October 17
1:00 PM - 5:00 PM
Location: Room 306C

Workshop #14: Introduction To DFR And Its Relationship To Preventative Maintenance Optimization

Zack Graves, Application Engineer, HBK World

This workshop will outline the concepts and practicum of DFR and how they relate to PM optimization for cost and availability. Analytical topics will include Life Data Analysis and Repairable Systems analysis. The core focus of the workshop will be to relate concepts of DFR (risk/criticality analysis, time-to-failure and time-to-repair data, life data models, etc.) to analytical techniques used in RAM analysis to set maintenance intervals (cost/availability optimization). Understanding DFR and its relationship to maintenance practices is essential to sustain assets effectively and efficiently. A mix of lecture and hands-on group exercises will be used to emphasize this point. Topics to be covered include: • Defining Reliability Requirements and Identifying Asset Risks using FMEA • Assessing and Quantifying Equipment Reliability • Sustaining and Controlling Asset Reliability with Cost Effective PM Practices

Topic: Equipment Reliability
Audience Level: Beginner
Half day (four hours)
Monday, October 17
8:00 AM - 12:00 PM
Location: Room 307

Workshop #19: Oil Analysis Data Analytics. The Foundation For Building A World-Class Lubrication Program

Jorge Alarcon, Global Technical Manager Oil COndition Monitoring, Bureau Veritas

The phrase, data is the new oil of our time has begun to be heard with increasing force. In this sense, many industries have learned to obtain value from data and it has allowed them not only to achieve the company's plans but also to take them to another level. What about the oil analysis data? It is possible to get the same out of these data? if so, how? which path should be followed? what are the steps? This course covers the process and aims to improve not only the oil analysis program but also the plant lubrication program.

Topic: Equipment Reliability
Audience Level: Intermediate
Half day (four hours)
Monday, October 17
1:00 PM - 5:00 PM
Location: Room 307

Workshop #21: Managing Change – The Most Forgotten And Abused Tool

Cliff Williams, Maintenance and Reliability Advisor, People and Processes Inc

What we see in our every day life is that in the world around us 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 measure success, how do we make it sustainable and the biggest question of all is – 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.

Topic: Business and Management
Audience Level: Intermediate
Half day (four hours)
Monday, October 17
8:00 AM - 12:00 PM
Location: Room 205

Workshop #24: Impact Of Lubricant On The Availability Of Gas Turbines In The Power Generation Industry

Jorge Alarcon, Global Technical Manager Oil COndition Monitoring, Bureau Veritas

The impact of the lubricant on the availability of power generation turbines (gas and steam) is very large. This course describes and analyzes laboratory tests and their impact on turbine availability. When to choose a test? what do the results mean? How do they apply to maintenance? What are the different tests available? How are the tests integrated with each other? Oil sensors, integration or will they replace the laboratory? Turbine varnishes? how to measure them, root cause of failure, mitigation and control.

Topic: Equipment Reliability
Audience Level: Intermediate
Half day (four hours)
Monday, October 17
8:00 AM - 12:00 PM
Location: Room 206

Workshop #20: Blueprinting Maintenance For Performance: Tools And Method For Transformation

Tom Mayer, CMRP, Asset Management & Reliability Practice Director, EMA Inc

The performance of our maintenance and reliability is the simply the voice of our work management process. It is the outcome of the process, people, and culture we have implemented in our organization. In this session, we will focus on a proven approach that “blueprints” a successful work management process that can used to effectively configure, or reconfigure, your EAM/CMMS system to better manage outcomes and produce results. We will associate and align measures of performance to the work management process, including the use of a “metric build sheet” that is traceable to your work management blueprint. This session will provide its attendees with an approach, tools, and templates that will enable you to lead and facilitate an initiative in your organization that drives a sustainable business transformation focused on delivering continuous improvement and organizational alignment.

Topic: Work Management
Audience Level: Beginner
Half day (four hours)
Monday, October 17
1:00 PM - 5:00 PM
Location: Room 206

Thursday, October 20

Workshop #22: Maintenance Made Simple

Joel Levitt, CMRP, President, Springfield Resources

In this new webinar we examine five essential principles that dominate reliability, maintenance, and almost all breakdowns. Having a good picture of these ideas enables effective maintenance. The five are • Lubrication • Vibration • PM • Defect elimination • Bolting

Topic: CMRT
Audience Level: Beginner
Half day (four hours)
Thursday, October 20
8:00 AM - 12:00 PM
Location: Room 301A

Workshop #23: Optimizing Benefits Of Predictive Maintenance: Concepts Of Signal Processing And MCSA/VFD

Suri Ganeriwala, President, Spectra Quest, Inc

This unique workshop will provide attendees with the fundamental principles of the three distinct elements of your predictive maintenance program: signal processing, MCSA (motor current signal analysis), and interference of VFD (variable frequency drives) in the data analysis. The presentation will begin with explaining digital signal processing in a simplified manner. Students will learn how to utilize their existing vibration analysis tools to extract the maximum information from the vibration and motor current signals. The benefits will include how to determine the sampling rate, resolution, max frequency, and how to distinguish if you are missing a frequency component in your selected resolution, etc. A description of the essential physics of induction motors and the VFDs to maximize the benefits of your condition-based maintenance program will be provided. Students will learn to maximize the benefits of you existing predictive maintenance program.

Topic: Equipment Reliability
Audience Level: Intermediate
Half day (four hours)
Thursday, October 20
8:00 AM - 12:00 PM
Location: Room 301B

Workshop #32: Precision Maintenance Workshop

Phil Hendrix, Founder / Instructor Hendrix Precision Maintenance Services

Mike Turrentine, Instructor / Reliability Field Specialist, Hendrix Precision Maintenance Services
Attendees learn how/why adopting Precision Maintenance Training, as part of the Reliability strategy, can help achieve dramatic 2X, 3X, even 4X improvement in Mean Time Between Failure on rotating equipment. It is proven that vibration, even in small amounts, EXPONENTIALLY reduces bearing life and is the key reason most bearings & thus rotating equipment fail prematurely. Most plant maintenance & repair personnel don’t know to or haven’t paid close enough attention to common assembly & lube errors, proper balance & alignment specs nor measure & maintain OEM bearing fits & tolerances. As a result, vibration increases & Mean Time Between Failure suffers greatly.

Topic: CMRT
Audience Level: Intermediate
Half day (four hours)
Thursday, October 20
8:00 AM - 12:00 PM
Location: Room 302A

Workshop #25: Why Root Cause Analysis Just Isn't Enough To Really Solve Your Problems

Torbjorn Idhammar, CAMA, President, IDCON Inc

You may have been through Root Cause Failure Analysis (RCFA) training at some point in your career. If not, you probably are aware of the basic concept and that there are many Root Cause Failure Analysis (RCFA) classes and books available. But the inherent problem of RCFA is that its scope is narrow – analysis of the problem without really getting to a practical and implementable solution.

Topic: Equipment Reliability
Audience Level: Intermediate
Half day (four hours)
Thursday, October 20
8:00 AM - 12:00 PM
Location: Room 302B

Workshop #26: Top-Down Criticality (The Workshop)

Spencer de Klerk, CMRP, Manager, Process Maintenance Operations and Fleet (Asset Management), City of Edmonton

During this interactive half-day session, members and guests from our coveted society will learn how to implement a maintenance and reliability framework closely aligned with Norsok Z-008 and ISO14224 standards. Attendees will also receive a quick walkthrough on a Maintenance Effectiveness Audit Process that closely aligns with ISO 19011 to monitor the framework of the program. No sales pitches or gimmicks, just passionate technical engagement and criticality driven engagement!

Topic: Equipment Reliability
Audience Level: Beginner
Half day (four hours)
Thursday, October 20
8:00 AM - 12:00 PM
Location: Room 302C

Workshop #6: An Integrated Strategy For Maintenance Management - MMP Certification Program Module 1

Nicolle Guillen, Education and Professional Development Manager, PEMAC Asset Management Association of Canada

Based on the course text, Uptime, Integrated Strategy for Maintenance Management, Module 1 of PEMAC’S Maintenance Management Professional (MMP) program, develops the framework for thinking about a strategic approach to maintenance management that is integrated with the business. Drawing on the elements presented in the “Maintenance Excellence Pyramid” of Uptime, participants in Module 1 will learn how strategy, people, basic care, materials management, performance management, work management, support systems, and tools such as RCM (Reliability Centered Maintenance) and RCFA (Root Cause Failure Analysis) can work together to build a culture of excellence.

Topic: Business and Management
Audience Level: Intermediate
Two-day (16 hours)
Monday & Thursday, 17-Oct & 20-Oct
8:00 AM - 5:00 PM
Location: Room 303

Workshop #7: Industrial CSI - Developing A Successful Defect Elimination Program

Alexander Willems, CMRP, Manager, Deliveries, MCSPRO Inc.

Defect Elimination - Forget the buzzwords and the hype and find out how you can develop a sustainable and well supported Defect Elimination Program.

Topic: Equipment Reliability
Audience Level: Intermediate
Two-day (16 hours)
Monday & Thursday, 17-Oct & 20-Oct
8:00 AM - 5:00 PM
Location: Room 304

Workshop #27: A Practical Approach To Managing Risk

Paul Casto, CMRP, CMRT, Industry Principal, SMRP Chair, GE Digital

Central to an organization's success in is risk management. Risk must be identified, quantified, mitigated, and managed. This session provides an overview of risk, along with practical tools and processes, that you can use to management risk. The principles of risk management and the risk management process including the following topics: risk governance, establish the context, risk identification, formatting risk as Trigger=>Event=>Impact, categorizing risk, risk analysis techniques, risk matrix, risk evaluation, risk level, risk register, risk treatment plans and monitoring and review techniques will be discussed. Class exercises will be used to make this session practical and interactive. The attendees will leave the presentation will a working knowledge on how to apply the ISO 31000 risk management principles and framework, as well as the practical application of tools for asset criticality, estimating risk, and building a risk register

Topic: Business and Management
Audience Level: Intermediate
Half day (four hours)
Thursday, October 20
8:00 AM - 12:00 PM
Location: Room 305A

Workshop #28: Advanced Employee Training - Applying Advanced Techniques For Competency Development

Michael Holloway, President, 5th Order Industry

This session explores the development of new training processes with direct implications for improved cognitive performance to achieve maximum performance from their instruction and development.

Topic: Organization and Leadership
Audience Level: Intermediate
Half day (four hours)
Thursday, October 20
8:00 AM - 12:00 PM
Location: Room 305B

Workshop #29: How To Crush The Obstacles And Bring Your Own Goals Alive

Nancy Regan, RCM Practitioner, RCMTrainingOnline.com

Achieving goals for equipment Reliability is similar to how we achieve our own personal and professional goals. The first part of this workshop will explore how we design Reliability for our equipment using a philosophy grounded in the basic tenets of Maintenance and Reliability. Then we’ll focus on “Human Reliability” because human beings have a purpose too. But here’s the catch. As humans, we are subject to life’s duality. There is good and evil and joy and sorrow. Duality offers up our most powerful enemies (aka Failure Modes). They are: fear, “the voices,” overwhelm, comparison, perfection, comfort, and our own thoughts. In this workshop, attendees will learn powerful techniques to manage all of them so they can become emboldened to bring their own goals alive.

Topic: Organization and Leadership
Audience Level: Beginner
Full day (eight hours)
Thursday, October 20
8:00 AM - 5:00 PM
Location: Room 306A

Workshop #30: How To Be A Better Facilitator Of RCA, FMEA, & Other Reliability Methods

JD Solomon, CMRP, President, JD Solomon Inc

Facilitation is an essential skill for technical professionals working in group environments. Maintenance and reliability education does not include formal facilitation training and professionals are left to learn on the job. Unfortunately, many of our key analytical tools are dependent on the quality of the facilitation. This session will provide some key tips and pointers to assist the maintenance and reliability professional to move from being a good facilitator to becoming a great one.The workshop will focus directly on facilitated methods and tools that are most commonly used by maintenance and reliability professionals - failure modes and effects analysis (FMEA), root cause analysis (RCA), reliability block diagrams, and fault trees.

Topic: Equipment Reliability
Audience Level: Intermediate
Half day (four hours)
Thursday, October 20
8:00 AM - 12:00 PM
Location: Room 306B

Workshop #31: Obliterating Unplanned Downtime With The One-Two Punch Of RCM And RCA

Jeff Shiver, CMRP, Managing Principal, People and Processes Inc

Although unplanned downtime can never be completely eliminated, it can be greatly reduced with a combination of reliability-centered maintenance (RCM) and root cause analysis (RCA) approaches applied to assets based on business risk. RCM is a process that helps you identify the root causes of equipment failures and develop strategies to prevent or mitigate the consequences of failure. Separately, RCA helps you determine the root causes of system failures, to close the loop back to the initial RCM activities if driven from operations or maintenance approaches.

Topic: Equipment Reliability
Audience Level: Beginner
Half day (four hours)
Thursday, October 20
8:00 AM - 12:00 PM
Location: Room 306C

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