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WELCOME TO DAY 2 OF THE VIRTUAL LEAN SUMMIT

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DAY 2 - Establishing a Lean Culture Change

George Trachilis

KEYNOTE SESSION: Thursday, July 21st 6:30am PST

KEYNOTE: Developing Lean Leaders at All Levels: A Practical Guide

Session Ended - It will be Posted to the All-Access Pass Area Shortly

Speaker Bio

George Trachilis started his Lean journey in 1994 as a manager. After 10 years of leading implementation efforts, he
decided to start his own consulting firm. It grew to become one of Canada’s Fastest Growth Companies by 2006.The
government of Canada asked George to create an online course to teach his methods to the entire country. The course
became the book OEM Principles of Lean Thinking. By 2011, the course was offered globally and educated 100,000
students from 60 different countries.With twenty years of Lean experience George embarked on a search for more
knowledge on the topic. In 2012 he forged relationships with Dr. Jeffrey K. Liker, best-selling author of the Toyota
Way, and Norman Bodek, the Godfather of Lean. Encouraged by both, he adopted a much deeper understanding of
Lean which stretches back to Japan, the origins of Toyota, and with a greater emphasis on the people side of Lean
and the process of thinking scientifically about change.Jeff Liker asked George to be his partner and co-founder of the
Lean Leadership Institute (now the Global Leadership Institute). His coaching is based on the book and online course,
Developing Lean Leaders at All Levels, which received the Shingo Research Award in 2016.

Session Summary

George Trachilis shares his learnings from coaching and developing executives in a remote setting. You will learn about
what a good Lean coach must know. You will also learn about the core values each Lean leader must have. He shares
key learnings from his trips to Japan with global leaders such as Karl Wadensten, Paul Akers, Norman Bodek (1932-
2020) and others. George hosted two leadership summits in Santorini Greece where he invited Ritsuo Shingo, the son of
Shigeo Shingo. George deconstructs his amazing learnings from a Gemba walk of a wine factory. He challenges
attendees to think about applying these lessons in their day-to-day business. The one key skill that every Lean leader
must master is the ability to go and watch at the Gemba. George shares exactly what that means and how to
deconstruct this activity for any business.


Ravi Rao

KEYNOTE SESSION: Thursday, July 21st 7:45am PST

KEYNOTE: Emotional Excellence in Operational Excellence

Session Ended - It will be Posted to the All-Access Pass Area Shortly

Speaker Bio

Ravi Rao has supported organizations in five continents in implementing Lean and other operational improvement ini-
tiatives. A former McKinsey consultant, he is the author of the bestselling book “Emotional Business”. He is a graduate
of Johns Hopkins University and did his postdoctoral work at Harvard.

Session Summary

In many organizations embarking on Lean, a fundamental prerequisite is missing – Trust. In this session, a scientific
definition of Trust will be reviewed as well as leadership strategies to embed emotional excellence alongside
operational excellence.


Jeff & Tucker Kaas

KEYNOTE SESSION: Thursday, July 21st 9:00am PST

Using Truth, Bit, and Pull to Guide the Trajectory of Your Culture

Session Ended - It will be Posted to the All-Access Pass Area Shortly

Speaker Bio

Eckardt Group is an Atlanta-based electrical contractor that specializes in healthcare, mission critical, and commercial
projects. With a commitment to continuous improvement in an ever-changing industry, Eckardt’s 500+ employees look
at the company as “85-year-old startup.”
Stephen Cary oversaw 3x revenue and personnel growth as he led the operations team prior to being named CFO. As
a student of Lean Construction principles, Stephen serves as Vice-Chair on the Lean Construction Institute of Georgia’s
Community of Practice.
Jerad Gruber manages Eckardt’s 50,000 sq ft manufacturing facility in Norcross, GA. Starting in 2014, Jerad has
developed a thriving prefabrication operation that reduces waste, creates value, and improves safety on Eckardt’s
jobsites.

Session Summary

Stephen Cary and Jerad Gruber (Eckardt Group) share tools that have helped them on their Lean journey as a trade
contractor. In this session, we will participate in a Gemba Walk of their EMF (Eckardt Manufacturing Facility), where we
will walk through active prefabrication, manufacturing, and kitting operations. Learn how offsite processes support Lean
Culture on jobsites, even when owners and GCs do not support Lean practices.


MEET & GREET

LIVE SESSION: Thursday, July 21st 10:45am PST

COME AND MEET OTHER AUDIENCE MEMBERS FROM AROUND THE WORLD AND DOWN THE STREET

Session Ended


Day 2 Forum

LIVE SESSION: Thursday, July 21st 12:30pm PST

Session Ended - It will be Posted to the All-Access Pass Area Shortly


Patrick Adams

LIVE SESSION: Thursday, July 21st @ 1:45pm PST

A New Management System

Session Ended - It will be Posted to the All-Access Pass Area Shortly

Speaker Bio

Patrick Adams is the author of the best-selling book, “Avoiding the Continuous Appearance Trap.” Patrick is an interna-
tionally recognized leadership coach, consultant, and professional speaker, best known for his unique human approach
to sound team-building practices; creating consensus and enabling empowerment.
He is the Founder and CEO at Patrick Adams Consulting. Patrick served in the United States Marine Corps for 8 years
before he was injured and medically retired. He received his Bachelor of Science from Eastern Michigan University and
holds a Master of Business Administration. He founded his consulting practice in 2018 to work with leaders at all levels
and organizations of all sizes to achieve higher levels of performance. He motivates, inspires, and drives the right results
at all points in business processes. Patrick has been delivering bottom-line results through specialized process improvement solutions for over 20 years. He’s worked with all types of businesses from private, non-profit, government, and
manufacturing ranging from small business to billion dollar corporations.

Session Summary

A Galllup Study found that 50% of people who leave their jobs do so to get away from bad leaders. 70% of employees
are not engaged at work. When they studied managers, they found that 51% are not engaged and 14% are actively dis-
engaged! But what can we do about it? For improvement initiatives to be sustained, we will need a different leadership
system, a different management system. If you don’t, it’s going to fall apart. If you manage the same way, with the same
meetings, same metrics; you will get the same behaviors, beliefs, and the same results. So, unless we change the way
we manage, continuous improvement initiatives will fail. If you want to succeed and sustain continuous improvement
initiatives, then you need to manage differently. But how does one become a great Lean Leader? During this session, I
will define Lean (Servant) Leadership and review Dr. Jeffrey Liker’s Leadership Development Model.


Tracy O'Rourke

LIVE SESSION: Thursday, July 21st @ 3:00pm PST

See Lean, Hear Lean and Speak Lean!

Session Ended - It will be Posted to the All-Access Pass Area Shortly

Speaker Bio

Tracy O’Rourke is the Co-author of “The Problem-Solver’s Toolkit”; Co-Founder of the Just-in-Time Cafe, The SoCalLean
Network Chair, A member of the AME Western Region Board, an instructor at UC San Diego for the Green Belt and the
Lean Six Sigma Leadership Course, and lastly, Tracy is a self-proclaimed process improvement ZEALOT!

Session Summary

What is one of the biggest reasons why people don’t want to improve? They don’t see the waste; they don’t hear
process pain; they don’t ask the right questions. For some people seeing the world with Lean eyes is easy. For others, it’s
not so easy. In this one hour session, we’re going to train our ears, eyes and mouth to See Lean, Hear Lean and Speak
Lean! Join me for this one-hour session if you want to see, hear and speak differently forever!


PRE-RECORDED SESSIONS


THESE SESSIONS ARE NOW AVAILABLE IN THE ALL-ACCESS PASS AREA


Jennifer Ayers

PRE-RECORDED SESSION

Sowing the Seeds of Lean

Speaker Bio

Jennifer Ayers is the Executive Director for the Northwest High Performance Enterprise Consortium (NWHPEC), a non-
profit Lean learning organization in Portland. In this role, Jennifer is responsible for organizing continuous improvement

learning experiences and coordinating benchmarking and sharing between consortium members. Jennifer has a B.S. in
Industrial Engineering and Manufacturing Engineering and has spent her career implementing Lean principles in both
manufacturing and administrative settings. She loves engaging with people, coaching, creating and executing strategy,
and developing learning programs. Jennifer is also a proud Kata Girl Geek and a member of the Women in Lean
community.

Session Summary

You can’t implement Lean overnight. In fact, you shouldn’t try to implement Lean at all. Lean won’t “stick” unless it
is integrated into your organization and people believe in the new way of thinking and acting. This takes patience,
persistence, and participation. In the gardening world, you can’t just throw a bunch of plants in your back yard (literally)
and expect them to grow and flourish. Success goes beyond even preparing the soil. The best gardeners plant a seed
in a controlled environment so they properly germinate, then acclimate them before they are transferred to the garden
where they continue to care for them daily. Gardening provides a great metaphor for introducing Lean to an organization.
Organizational culture change requires people to understand, buy-in, and participate. This requires leaders who are
prepared to nurture, celebrate, and adjust along the way. In this presentation, you will learn how to “prep the soil” for
people to embrace Lean, which includes: • The important distinction between implementing and integrating
Lean • Why should people care? • It’s not about the tool! It’s about behaviors, relationships, and engagement.
How to create initial pockets of people who get it, embrace it, and go for it.


Ovidiu Contras

PRE-RECORDED SESSION

Building Engagement and Commitment to Change

Speaker Bio

Ovidiu Contras (Ovi) started his career as a design engineer for high temperatures industrial equipment. Since 2000
he is actively involved in Lean Transformation efforts as a continuous improvement employee, working for companies
in Aerospace, Consumer Goods and Research & Development. Ovi’s experience covers all the business aspects, from
developing new products to servicing them, including the support functions like Finance, IT, HR... Ovi is specialized
in the application of Lean principles in complicated multifunctional environments where the product is hard to see,
and the work is non repetitive. He wrote two books “Navigating the Lean Transformation” and “Untangling with Value
Stream Mapping”, both reflecting his experiences.

Session Summary

Few Lean Transformation efforts achieve the expected business benefits that were hoped for at the beginning. Although
there are plenty of reasons to why, lack of engagement and lack of commitment to change are frequently quoted. This
is even more true for working environments where several functions are required to transform the product, where
the product is hard to see, hidden in multiple information systems, where confusion is ever present and office politics
flourish. In this session, Ovi will answer some questions related to this reality, based on his experiences: “How do I
engage management and employees?”, “What makes them to commit to change?”, “Do I need a Change Management
program?”, “How do I expose office politics?”... and more...


Paul W. Critchley

PRE-RECORDED SESSION

Using Storytelling to Build Support  Lean Culture Change

Speaker Bio

Paul Critchley is a recognized thought leader on employee engagement and continuous improvement, and has helped
businesses around the world achieve greater levels of success through the application of Lean techniques. A frequent
speaker, he has keynoted at numerous corporate events, as well as at international conventions such as AME’s annual
Lean conference and at OpEx Week. He’s also the host of “The New England Lean Podcast”, a weekly show that
features management thought leaders, TED speakers, world-renowned authors and university professors. Paul is also a
regular writer and contributor to publications such as Industry Week and Quality Magazines.Paul is a former Board
Member of the Northeast Region of AME, holds a B.S. in Mechanical Engineering, a M.S. degree in Management and a
M.S. in Organizational Leadership. He is a proud supporter of CT’s “Skill up for Manufacturing” program.He is passionate
about Lean and creating organizational cultures that are sustainably engaged. He co-authored his first book - The Whole
Professional, A Collection of Essays to Help You Achieve a Full and Satisfying Life to bring a fresh perspective on Work/
Life Balance and how individuals and organizations can work together to achieve greater levels of attainment.

Session Summary

Telling stories is one of the most powerful methods that leaders have to influence, teach, and inspire people. Beyond
numbers, goals and KPI’s, stories help to convey the culture and the values that can unite and inspire everyone within
the workplace. In this workshop, we’ll learn more about how storytelling can help garner support for Lean by making
it more tangible and more relatable for those faced with practicing it.


Andy Fieldhouse

PRE-RECORDED SESSION

Getting Teamwork Right –

 The Key to Happy, Successful, and Resilient Teams

Speaker Bio

Team coach and author Andy Fieldhouse is a man with a mission: To help people get teamwork right. Andy has spent
25 years working in and with teams in the UK and the Middle East and uses his experience and expertise to help work
teams create the culture and practices necessary for them to achieve success. In 2020, Andy published his first book
‘Getting Teamwork Right – the key to happy, successful and resilient teams’ which became an Amazon #1 best seller.
Andy has been working for 34 years in the field of team development, and has extensive experience training, advising
and coaching teams from a wide range of sectors and companies. Living and working in the UAE for over a decade
also gives Andy extensive experience of the particular challenges that highly diverse and multicultural teams face. He
qualified as an ORSCTM (Organization & Relationship Systems) ICF (International Coach Federation) coach in 2017.
Originally from the UK, Andy is in his 13th year living in Dubai with his Australian wife and their two children. When not
working or enjoying time with his family, Andy enjoys the odd round of golf or catching up on reading history books.

Session Summary

Join us for this conversation into what strategies you can use for achieving happy, successful, and resilient teams. We
discuss the impacts of culture in team dynamics, correcting bad behavior, techniques for developing positive team rules
and dynamics, and much more. Be sure to check out this session if you want to create high performing teams.


Dirk Fischer

PRE-RECORDED SESSION

Systems will Win, Silos will Lose:

 Leading to Improve the System

Speaker Bio

30 years experience in Automotive TIER1 operations, started learning TPS in 1996, since then always implementing TPS
as Plant Manager, General Manager, VP Operations and COO. Always with a strong focus on improving QCDSM, always
in turn around and restructuring environments.

Session Summary

Understand business as a system. It is important to understand interdependency of functions. Silo efficiency does
not lead to System efficiency and effectiveness. Functions need to understand how their output will impact on other
functions and the system performance. Leading for system success. How can leadership support system performance?
What KPIs drive system performance? What are examples that drive silo improvement?


Dennis Gawlik

PRE-RECORDED SESSION

Dr. Deming’s 14 Points Are Still Relevant

Speaker Bio

Dennis Gawlik, MS has acquired extensive continuous improvement knowledge during 40 years in operations, logistics,
procurement, and supply management; initially as a logistics and transportation supplier to Toyota in Georgetown, KY
in the early 1990s. Dennis has worked in Lean and with Toyota Way process enhancements at a variety of Fortune 500
organizations, most recently as a senior Lean coach at The Standard Insurance Company. He is a speaker and lecturer
and has taught sustainable Lean operations and supply management at several universities with an emphasis on Dr.
W. Edwards Deming’s work – most recently at California State University – Northridge and Portland State University.
Dennis received a BA from Northwestern University, a MS from Penn State University, and a graduate degree from the
University of Toronto. He lives on scenic Bainbridge Island, Washington, with his wife.

Session Summary

This presentation will unite the operational approaches and philosophies of Dr. Deming’s system and management
thinking that promote and transform the advancement of systems thinking from a mechanistic to a systemic,
continuously improving thinking method. When coupled with a renewed attention on the means vs. ends approach
of Dr. Deming’s 14 Points and PDSA, and its foundational respect for the individual, leaders will be able to apply and
realize a new sense of the importance of continually improving interrelationships and interactions within all systems.


Valorie Hendrix

PRE-RECORDED SESSION

Why Cost Efficiency Creates a Better Work Culture

Speaker Bio

Valorie understands the balance that oranizations need higher profit margins and employees need quality of life in the
workplace. Valorie is devoted to creating a culture of systems in Continuous Improvement that does both. Valorie has
worked 10 years in manufacturing. She has served as an independent consultant for over 5 years. She is a recent author
of the book, “Streamlining Function and Value: How to Reduce Cost and Deliver Exceptional Value.”

Session Summary

Creating a culture that is aware of and understands cost can be useful towards removing the unwanted costs. When your
organization is able to be cost effective, it is able to invest more into employees.


Katie Labedz

PRE-RECORDED SESSION

Lean Innovators Group-Keys to Your CI Culture Success!

Speaker Bio

Katie Labedz is the President of Learning to Lean, LLC. She is a certified Lean Six Sigma Master Black Belt and Project
Management Professional. She has been practicing Lean and Six Sigma concepts for over 20 years. She has a diverse
background that includes manufacturing, materials, supply chain, HR and IT in the automotive and electronic industries.
Katie has spent the last 15 years of her career focusing on how to teach the application of Lean/Six Sigma concepts in a
non-manufacturing environment. Katie makes it her professional goal to expose the genius in all of her students. She
has also authored a book, “How to Improve Absolutely Anything-Continuous Improvement in Your Home, Office and
Family Life.”

Session Summary

Can you relate to this question: How I can get my team motivated, engaged and excited about Continuous Improvement? And this one....What do I do with the perpetual “nay sayers” who can’t seem to get on board with anything? We have all heard those comments or excuses. Are you getting frustrated with the level of engagement in your organization in your continuous improvement initiative? But have you ever sat back and really listened to what people are saying? There are probably a few people in your organization that are really interested in CI and/or are already practicing these concepts (whether they know it or not).Let me let you in on a little secret...involve your team members early and often and create a team of people to help you along the way. In this session you will learn:•The benefits of creating a Lean Innovators Group in your organization •How to identify team members that would benefit for participation in this group •Processes for training •Examples of team member engagement events


Waleed Mazen

PRE-RECORDED SESSION

How to Drive Business Impact & Engage Employees Through Kaizen Culture 

Speaker Bio

Waleed Mazen holds more than 17 years’ experience in training and coaching company personnel at all levels in Lean
management, a Japanese discipline designed to eliminate factors that waste time, effort or money. He has accumulated
a wealth of knowledge and best practices by serving client organisations throughout a variety of industries, geographies
and cultures – saving them many millions of dollars in the process. Waleed has been a long-term champion of Kaizen in
the Middle East and has regional experience across Europe, Middle East & North Africa. Waleed is a British Arab, fluent
in both languages and cultures. He constantly seeks to empower Arab enterprises – to the point of translating Shigeo
Shingo’s books “Kaizen and the Art of Creative Thinking” and “Fundamentals of Lean Manufacturing” into Arabic.

Session Summary

One of the big challenges is how to link the Kaizen culture to results through people empowerment. In many cases
the Lean transformation ends up as an aesthetic front with some tick in the box documentation for the company. In
this webinar session we will dive into the concepts of how to drive results through behaviour change using a Lean
transformation case study.


Fabian Mukanzi

PRE-RECORDED SESSION

Sustainable Lean Project Implementation

Speaker Bio

Fabian is an experienced and driven Lean management consultant with a solid background driving sustainable multi-
million optimization projects. He is adept in dealing with complex issues and challenges using Lean concepts and
philosophy. Currently he is working as a Lean consultant at Japan’s largest soft drinks manufacturer (Coca Cola Bottlers
Japan, Inc.), Fabian brings forth proven expertise in guiding cross-functional operations, management and strategy
towards enhanced and sustainable efficiency.

Session Summary

Contrary to what most Lean consultants might believe, the implementation phase of Lean projects is by far the most
crucial phase in the cycle of a Lean project. In a normal consultant led improvement project, the task/ responsibility of
implementation is often left to the process or function owner. There is a belief that handing over a fancy theoretical
powerpoint deck with a “mostly” superficial implementation plan will be sufficient to reap the fruits of investing money,
time and effort in problem diagnosis and solution design. In this session, we will decipher these “myths”, look at what to
do and what not to do in order to avoid flushing away all the hours spent in diagnosing problems and creating counter-
measures. We will also look at the role that the Lean consultant/ practitioner has to play in the implementation stages
in order to realize sustainable benefits from Lean projects.


Austeja Stankunaite

PRE-RECORDED SESSION

Finding Your Own WHY in Your “Lean Lifestyle” Journey

Speaker Bio

I am a fan of continuous improvement from Lithuania. A journey supporting my today‘s views started rather early. I have
always been asking never ending WHYs and never limiting myself with existing norms. Having background as mathematician, I have started my professional journey as actuary in Scandinavian non-life insurance company, rather quickly shifting to more dynamic business controller position. Being a speaking partner for top management from early days, standing close to business and validating emotions with facts (numbers), have built a foundation for my shift in career. After I gave birth to my twin girls, 8 years ago, business processes‘ development, including Lean, and holistic thinking came into my
radar. I still find it fascinating! During 17 years experience in highly regulated finance sector (mainly non-life insurance,
recently banking industry), in neither of my employers, we didn‘t go Lean way in 100%, rather appling principles that
are suitable for OUR problems. Gaining knowledge in change management has widened the perspective even more!
Engaging all employees and creating an army of empowered problem solvers, so organization would be a little bit better
daily, is my pasion.

Session Summary

Think of every organization as a holistic system – value chain running through many teams all contributing to the same
goal. To achieve smooth performance among many teams for the same goal, strategic alignment becomes critical.
Think of how things look when continuous improvement is a part of the culture - the ideal future - and ask yourself
“What needs to change?” Usually, the answer is “People!”: people need to learn and adopt new way of working,
People need to create an environment where new knowledge is gained and tested, new behaviors are reinforced.
Managing the people side of change - helping leaders at all levels to go through the change themselves and then to lead
their teams - is the foundation of success.


Jennifer Tankanow

PRE-RECORDED SESSION

How to use Communication Systems  to Influence Engagement, Trust, and a Lean Culture

Speaker Bio

Jenn Tankanow has built on her years at Toyota to bring her Lean sensibility to the business world. She’s a teacher, a
leader, and a facilitator helping clients apply Strategic Planning, Change Management, Operational Excellence, Project
Management, and Continuous Improvement. She partners with companies to solve problems, create executable
plans so they can reach their goals. She’s a veteran of personalized, repeatable solutions that stick, so companies take
ownership of the change and maintain the improvement.

Session Summary

Communication represents all of the ways we send, receive and process information. Communication is what we
say, what we don’t, what we do, and how we react. Have you ever taken the time to understand how your business
infrastructure, policies, or formal channels impact your employees? Are they sending mixed messages or causing
confusion? This session will introduce the communication system and help you understand how to use it to drive
engagement, support a Lean culture, and ensure people know how they contribute value to your company every day.


Sam Yankelevitch

PRE-RECORDED SESSION

How to Boost Your Culture Change with A3 Thinking

Speaker Bio

Sam is the CEO of Xpress Lingo Solutions, dedicated to helping organizations and their leaders align their teams to
meet or exceed strategic goals. How? by introducing effective daily work practices that help tie execution to results,
in projects, operations and supply chains. Sam helps organizations see the cause-and-effect relationships between
communication, behaviors and organizational results. In his most recent corporate role, Sam was the interim Operational Excellence Director at an Aerospace company in California, GM of an industrial pump manufacturer in England
and prior to that the VP and General Manager of a German global automotive supplier. Sam has spoken to over 5,000
people globally and has presented at conferences like the Kaizen Institute Congress in Mexico, BMW Supplier Diversity
Conference, and the World Congress of the American Society for Quality (ASQ) in Seattle and Charlotte.To help get his
message out, Sam has published: “Walking the Invisible Gemba, Lean Communication”, “Global Lean” and “Lean Potion
#9- Communication: The Next Lean Frontier.” Sam is also a Linkedin Learning instructor with courses on project team
communication and culture, A3 Problem Solving, Lessons Learned and Root Cause Analysis. Sam holds a BSc in Industrial
Engineering and an Executive MA in Finance. He is fluent in Spanish and English and well versed in other languages.

Session Summary

The word “culture” can mean many things. It can be fuzzy and abstract, making it hard to grasp how it is impacting your
execution. This session will provide an actionable definition of culture, so attendees can better understand what to look
for and effect a change to improve performance and results. The speaker will present how A3 thinking can drive culture
change and will illustrate with examples of A3 principles that can boost your culture-change efforts.


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