February 25 - 27, 2019 | Norris Conference Center - City Centre Location, Houston, TX

Pre-Conference Workshops

8:00 am - 8:30 am Check in for workshop attendees and morning networking

8:30 am - 10:30 am Worshop A: Building a High Reliability Organization

Bob Koonce - Founder and Managing Partner, High Reliability Group LLC
The U.S. Nuclear Navy is highly regarded as the premier High Reliability Organization
through its unmatched nuclear reactor safety track record. Former Nuclear Submarine
Commanding Officer Bob Koonce shares his leadership experience and insights from over
two decades in the Submarine Force. As a two time member of the Pacific Fleet Nuclear
Propulsion Examining Board, along with five different tours of duty on fast attack nuclear
submarines including Command of USS KEY WEST (SSN 722), Bob has a passion for
sharing the leadership and organizational behavioral insights of this secretive organization.
What you will take away from this presentation:
• Introduction to High Reliability Organizations based on the United States Nuclear Submarine Force Culture
• How the U.S. Nuclear Navy achieves a high level of success in a complex and technical environment while maintaining a superb safety record
• Three leadership and management tools essential to developing and sustaining a High Reliability Organization
• Learn about the Nuclear Navy’s simple but powerful methods for incident root cause and corrective action
• The role Management Systems, Culture, and Leadership play in High Reliability Organizations
• High Reliability Organization Culture Transformation: The good, the bad and the ugly
• Examine the five cultural elements critical to the U.S. Nuclear Navy’s success and how they might fit into your organization’s culture
• Getting alignment at the top of the organization
• Putting “eyes on target” to assess the HRO gaps
• Coaching and mentoring for lasting organizational culture change
• Sustaining an HRO Culture
• Case Study in HRO Transformation: An International Integrated Oil & Gas Company tackles HRO Culture Change – lessons learned and how you can apply them to your organization


Bob Koonce

Founder and Managing Partner
High Reliability Group LLC

10:30 am - 10:45 am Morning networking break for workshop attendees

Workshop C

10:45 am - 12:45 pm Workshop C: Drive Breakthrough Reliability Improvement Using the Voice of the Experts
Julie Thyne - North America Continuous Improvement Leader, Dow Chemical
Julie Thyne has worked for The Dow Chemical Company for the last 20 years in a variety
of manufacturing and engineering positions. She is currently the Continuous Improvement
Leader for North America. Julie is the recipient of the 2014 STEP Ahead award from the
Manufacturing Institute.
In this workshop, Julie will demonstrate how you can vastly improve reliability using “voice of
the experts” in your organization:
• Who are the experts in your organization?
• How do you unlock breakthrough idea generation?
• How can you transfer plant to-do lists into reliability results?

Julie Thyne

North America Continuous Improvement Leader
Dow Chemical

Workshop D

10:45 am - 12:45 pm Workshop D: People, Process, Technology: Enabling the High Performing Organization
Mike Bearrow - Global Process Safety Leader, Rolls-Royce
Energy companies are striving to achieve excellence in operations, maintenance,
reliability and HSE. Whether you call it continuous improvement, operational
excellence, process excellence or being world class it all boils down to people,
process and technology. This workshop will focus on how to improve all three of these
elements so that Operational Excellence is enhanced. Workshop topics will include:
• People (Managers) Improvement – what managers can do to enable performance
• People (Doers) – How to choose the right people and keep them in a High
Performance Organization
• Process Improvement – What processes are commonly used including ISO (45000,
• How to continuously improve all of these processes simultaneously at once using
the Plan, Do Check, Act process for continuous improvement
• Leveraging Technology Like a Boss – Best Practices in Technology that yield results
• Dashboards, KPI reporting, metrics for Insight and Decision Support
• Automatic Risk Registers that give managers the information they need real-time
• How to leverage what you know across your enterprise using the HUAA (Heard,
Understood, Acknowledged, Actioned) process that works!
• Enabling Technology and the Dos and Don’ts


Mike Bearrow

Global Process Safety Leader

12:45 pm - 1:45 pm Networking Luncheon for workshop attendees

Workshop E

1:15 pm - 3:15 pm Workshop E: Human Factors and Procedures: What reliably effects procedural adherence AND what can you do about it?
Camille Peres - Assistant Professor, Environmental and Occupational Health, Texas A&M University
Dr. S Camille Peres will share stat of the art research identifying variables that reliably influence procedural adherence. She will talk about how to implement effective procedural designs and practices for safe and effective operations.
  • Learn why workers' experience level and task frequency strongly influences procedural adherence
  • Learn current "best practices" for safety and hazard statement designs
  • Understand how Operational Excellence can be compromised when procedural systems do not support workers' performance
  • Get hands on experience and with writing procedures

Camille Peres

Assistant Professor, Environmental and Occupational Health
Texas A&M University

Workshop F

1:15 pm - 3:15 pm Workshop F: Accelerating your Digital Strategy - and the Action Plan to Make it Happen
• Understanding the potential impact of digitization on your business – and your
• Selecting, designing and installing operations systems to ensure operations
availability and integrity
• Fostering a culture that accelerates technology adoption
• Integrating Process Control Networks with data management, optimization and
reporting systems
• Assessing and ensuring readiness for operations, taking into consideration
all aspects of the transition, including operational processes, roles and
delegations of authority, legal and/or operations documentation, data and IT
systems, resources and competencies; and governance
• How do you identify – and then develop - the digital skills and capabilities you

3:15 pm - 3:30 pm Networking break for workshop attendees

Workshop G

3:30 pm - 5:30 pm Workshop G: Critical Success Factors in Operations Excellence Management System (OEMS) design and implementation: Why, How and What
Grigor Bambekov - Director, Performance & Business Excellence, Andeavor Logistics
Many companies have implemented management systems to improve conformance and execution in order to achieve a better state of performance in the pursuit of Operational Excellence. Companies like Andeavor, Marathon Petroleum, Chevron, Exxon and Koch have had tremendous success with their management systems. However, many other companies have found their management systems bureaucratic, costly, complex, and ineffective. This session will highlight the critical success factors in Operational Excellence Management System (OEMS) design and implementation.
• Why dynamic, constantly evolving, and combined Operational Excellence Management Systems are needed more than ever
• How to define the “Size of the Prize” and deliver value through implementation of OEMS
• Use of Lean Principles, Plan-Do-Check-Adjust, and the Six Sigma Methodology to build new and improve existing OEMS
• Why Operational Discipline (OD) system is needed to execute the Operational Excellence Management System
• Bring OEMS to Life with Leadership to Life (L2L) – Sustain it with Operational Discipline (OD), Human Factors, and Behavioral Science
• Executive Stewardship, Operational Leadership, and Tactical Ownership

Grigor Bambekov

Director, Performance & Business Excellence
Andeavor Logistics

Workshop H

3:30 pm - 5:30 pm Workshop H: Practical Application of AI, Machine Learning and IoT for Operational Excellence
• Understanding value streams in the context of Industry 4.0
• The evolving role of intelligent assets in a value stream
• Basics of AI and Machine learning in the industrial context
• Mapping AI to business needs – selection criteria
• Achieving operation certainty with AI:
- Asset reliability
- Operation optimization
• Selecting, designing and installing AI and IIOT systems for operational certainty

5:30 pm - 5:30 pm Daytime Workshops Conclude

5:45 pm - 8:00 pm Executive Masterclass and Dinner: Culture and Business Transformation: Making the impossible possible

Jose Pires - Former Global Vice President & Director of Business Excellence, Andeavor
If “culture eats strategy for breakfast”, operational excellence, safety, and high reliability may easily become side dishes. Nearly 90% of all major organizational initiatives or programs die a slow death, systematically chewed up by the jaws of culture. Let’s break the cycle and serve a dinner of best practices from great, enduring organizations that have transformed their cultures into their greatest competitive advantage.
This Executive Masterclass and Dinner session will highlight effective mechanisms and practical approaches for cultural transformation:
• Evaluating cultural status, history and resistance to change
• Intentionally designing a culture for competitive advantage
• Identifying and engaging cultural champions, influencers, and leaders
• Engaging and energizing the workforce to implement change that creates value
• Accelerating leadership development aligned with the new culture
• Transforming apathy and complacency into a purpose driven organization that delivers results

Jose Pires

Former Global Vice President & Director of Business Excellence

José Pires serves as Global Excellence & Innovation (E&I) executive leader and advisor for startups, scaleups
and Fortune 500 companies, where he oversees the global identification, prioritization and execution of
high value business improvements and innovations for the companies, business partners and customers in
multiple markets.
Pires has held Excellence & Innovation leadership positions in large, global companies in the electronics
(Sony), semiconductor (Cymer-ASML), food (Nestlé), energy/water/telecommunications infrastructure (Black &
Veatch) and oil & gas/energy (Andeavor-MPC) industries. Throughout his career, Pires developed and refined
E&I as an award winning program to accelerate innovation, leadership development, strategy execution and
value creation globally.
Excellence & Innovation combines disciplined innovation methods with elements of venture capitalism,
crowdsourcing and collaborative leadership to deliver rapid and sustainable business improvements and
innovations in any industry.