June 6 - I.T. Leadership Network Forum - 'When Lean and Agile Converge'
Fisher College of Business

astolfi joe goodwin joshFeatured speakers:

Joe Astolfi, Agile Transformation Lead

Josh Goodwin, Operation Performance & Transformation Project Manager


A multi-year lean transformation at Columbus-based utility provider American Electric Power has made its way into the company’s information technology function, where teams also practice Agile techniques. And while leveraging both disciplines has helped create a flexible, responsive organization built on continuous improvement, it also has generated no shortage of challenges.


In this session, Astolfi (pictured above, immediate right) and Goodwin (pictured, far right) - leaders from AEP’s Agile and lean adoption teams – offer an inside look at the organization’s journey to reconcile both practices in the corporate culture with the common goal of creating great, sustainable processes.


The session will:

  • Detail AEP’s approach to lean and Agile implementation in the IT space;
  • Highlight complementary lean and Agile practices that can be leveraged to reinforce organizational change;
  • Share techniques for identifying and resolving “friction” that can arise between the two; and
  • Offer insights on navigating issues with jargon and terminology at the team and management levels.


In an interactive small-group activity near the end of the session, attendees will experience a lean-Agile “friction” up close and leverage the discussion to resolve the issue. This session is recommended for anyone, inside or outside their organization’s IT function, seeking to better understand the intersection of lean and Agile principles and those who encounter or use the practices on a daily basis.

More Info

  • Agenda
    • 7:45 - 8:30 a.m.: Arrival / check-in / networking breakfast
    • 8:30 - 8:35 a.m.: Welcome / Introductions
    • 8:35 - 9:20 a.m.: When Lean and Agile Converge: The I.T. Transformation at American Electric Power - Joe Astolfi, Josh Goodwin
    • 9:20 - 9:40 a.m.: Interactive Lean-Agile "Tension" Activity 
    • 9:50 - 10 a.m.: Discussion / Q&A
    • 10 a.m.: Program concludes
  • About Joe Astolfi

    joe astolfiJoe Astolfi is the Agile Transformation Lead at American Electric Power, where he works with others to be great leaders, increase their agility, and find joy in their work.  He is also the Vice-Chair and a Board Member of the Central Ohio Agile Association, and an adjunct professor at Miami University. Joe's goal is to help people love what they do while delivering exceptional business value.  He has 25 years of experience in IT and business, including portfolio management, PMO leadership, project management, personal and organizational transformation, process improvement, and staff career development. Joe is a Professional Scrum Master (PSM), Professional Scrum Product Owner (PSPO), Certified Scrum Master (CSM), a Project Management Professional (PMP), and an Accredited Coach of The Leadership Gift.

  • About Josh Goodwin

    josh goodwinJosh Goodwin is an Operation Performance & Transformation Project Manager at American Electric Power.  He leads Lean initiatives within business units to develop problem solvers, improve business processes, coach leaders to become coaches, and visualize the workspace to identify abnormal conditions.  He has worked with AEP for 12 years which includes experience in substation engineering, customer experience, operational excellence and is a proud graduate of Purdue University.

  • Location / Parking

    Event Site: Pfahl Hall 140, 280 W. Woodruff Ave., Columbus, OH 43210

    Parking / Arrival: Pfahl Hall is adjacent, and connected, to the Blackwell, where many COE events are hosted. We recommend you park in the Lane Avenue Garage at the corner of Lane Avenue and Tuttle Park Place. Alternate parking options include the surface lot west of Fisher's campus, along with the Tuttle Park Place garage south of the venue.

Session full - join waitlist

June 27 & Aug. 8 - Fisher Summer Sessions: The Digital Economy
The Fawcett Center

digital economy

Digital technology is the driving force in our faster and more connected world, transforming how we interact, how we live, and how we work. In the business world, this has led to disrupted industry titans and new power players, putting unprecedented power in the hands of customers and fundamentally changing the jobs we do. In this new "digital economy,” how do we keep and grow a customer base with shifting brand loyalty and increasingly higher standards? And how do we adapt to the new technological demands in the jobs we have – and hire for?

The Ohio State University Center for Innovation and Entrepreneurship and Center for Operational Excellence are pleased to partner with Fisher College of Business’ National Center for the Middle Market and Risk Institute to offer a pair of morning summer sessions focused on the new digital economy. The first session, in June, looks all the way downstream at the new imperative of the customer experience, while the second, in August, presents recent research that examines the “digitalization” of the American workforce.

The Digital Economy, Part 1: The Customer
Wednesday, June 27: 9 - 11:45 a.m.

Keynote: Woo, Wow and WinIn today’s digitized world, it’s not longer just about the product or the service – it’s about the customer experience, and a company’s ability to deliver a great one can be a key differentiator in an increasingly competitive market. Many B2C and B2B organizations, however, aren’t designed from the “ground up” to deliver a great customer experience. So how can they get there?

stewart oconnellIn this session, Tom Stewart (pictured, immediate right) and Patricia O’Connell (pictured, middle) present insights from their book Woo, Wow, and Win: Service Strategy and the Art of Customer Delight. Stewart, executive director of the National Center for the Middle Market, and O’Connell contend that customer experience is more than customer service. Instead, it must be woven into the fabric of the company, in each process and across all channels. Stewart and O’Connell show how to apply the principles of service design and close the gap between company strategy and customer experience – particularly as markets digitize. With this framework, organizations can define the experience they want, set customers’ expectations accordingly, and meet them at every critical point. Attendees will gain new insights on how to embed customer value throughout the value stream, not just at the final handoff.

david shaw ibmSession 2: Customer-Driven Digital Transformation -  Technology has empowered a new generation of consumers with a greater sense of control over their purchasing decisions, and higher demands on brands in order to earn that sale. More than a new social channel or a more intricate web site, digital offers the ability to wholly transform complete organizations, from empowering associates with new capabilities to engaging consumer in new and more personalized ways. IBM iX Director of Brand Strategy David Shaw (pictured right) will speak on his experience uncovering evolving human needs that have helped set the digital transformation strategies for brands across retail, consumer packaged goods, branded manufacturing, energy and others. 

Session 3: A Conversation with Wendy's CIO David Trimm - Join us for a conversation with David Trimm, Chief Information Officer for The Wendy’s Company, as he shares insights on how the company is working to transform the customer experience with mobile ordering and in-store kiosks, among other innovations, while staying true to the nearly half-century-old brand.

About your speakers

  • Tom Stewart

    Tom Stewart is the Executive Director of the National Center for the Middle Market, the leading source for knowledge, leadership, and research about mid-sized companies at The Ohio State University’s Fisher College of Business. Tom is an influential thought leader on management issues and ideas and an authority on intellectual capital and knowledge management.

    Previously, Tom served as Chief Marketing and Knowledge Officer for international consulting firm Booz & Company (now called Strategy&). He was the Editor and Managing Director of Harvard Business Review for six years and served as a member of the Board of Editors of Fortune magazine.

    He is the author of two other books, Intellectual Capital: The New Wealth of Organizations and The Wealth of Knowledge: Intellectual Capital and the Twenty-first Century Organization. He has published articles in Harvard Business Review, strategy + business, Fortune, Business 2.0 Financial Times, and elsewhere. Tom is a graduate of Harvard College and holds an honorary doctorate from Cass Business School, City University London.

  • Patricia O'Connell

    Patricia O’Connell is president of Aerten Consulting, a New York City–based firm that works with companies to devise content strategies and develop thought leadership for top management. Her interest in service design expresses a lifelong pursuit of the idea that “there’s got to be a better way.” She is the writer, with author Neil Smith, of the New York Times bestseller How Excellent Companies Avoid Dumb Things: Breaking the Eight Hidden Barriers that Plague Even the Best Businesses.

    Patricia is twelve-year veteran of Bloomberg Businessweek.com, where she served as news editor and subsequently as the management editor. There she worked with writers and thought leaders like John Byrne, Marshall Goldsmith, Dov Seidman, Bill George, Ben Heineman, Don Tapscott, Bruce Weinstein, and others, while overseeing the design and launch of new channels and services. A graduate of Boston College, Patricia has worked with such organizations as the Project Management Institute, the Association of Management Consulting Firms, Strategy&, Boston Consulting Group, Hay Group (now part of Korn Ferry), Stephens Inc., Savannah College of Art and Design, and T. Rowe Price.

  • David Shaw

    Dave is a brand, commerce & experience strategist at IBM iX, leading teams and projects focused on solving human problems. His passion lies in assembling the Lego pieces of a problem into a unique, differentiated solution that both solves an actual human being's problem and creates an ownable value proposition specific to a brand promise. Dave currently leads and has led projects across brands in the retail, CPG, energy, technology and branded manufacturing sectors. The major projects under those umbrellas include work for Sherwin-Williams, Barnes & Noble, Newell Brands, P&G, Kohl's, Victoria's Secret, Autodesk, NV Energy, Nestle and others.

  • David Trimm

    Mr. Trimm has served as Wendy's Chief Information Officer since he joined the Company in July 2015. Previously, Mr. Trimm worked for 14 years at The Hertz Corporation, one of the largest worldwide airport general use car rental companies, where he was most recently Executive Vice President and Chief Information Officer. He also worked in various technology, marketing and operational leadership roles on both sides of the Atlantic, including Senior Vice President—Business Transformation Projects and Customer Loyalty, Staff Vice President—eBusiness and Rent-a-Car Information Technology and Vice President—Business Systems for Hertz Europe Ltd.

    Mr. Trimm’s information technology, marketing and operations experience also includes his prior executive service with well-known consumer brands such as Hertz Lease Europe (then a division of the Ford Motor Company), Coca-Cola, Hilton hotels and Clarks of England (a U.K.-based footwear manufacturer and retailer), as well as an internet startup company in which he had a stake. Mr. Trimm’s nearly 30-year career has involved over 20 years in global roles, 13 of which were CIO, and he has also served on the board of a Florida Technology partnership, on the travel industry advisory board for the Teradata Corporation and as CEO of Eileo (a French telematics company). Mr. Trimm also has significant experience leading and running some of the world’s largest eCommerce websites. He also sold footwear design software in Italy and implemented hotel systems at safari lodges in Kenya.

    Mr. Trimm is an engineer by training and a graduate of London’s prestigious Imperial College.

Cost: COE members - FREE with discount code available upon request | Non-members - $45


The Digital Economy, Part 2: The Employee
Wednesday, Aug. 8: 9 - 11:45 a.m.

mark muroThe summer sessions continue with this look at technological transformation and its implications inside the workplace, headlined by a featured keynote from Mark Muro, senior fellow and policy director of the Metropolitan Policy Program at the Brookings Institution. Muro is the lead author on a fascinating and wide-ranging report published last fall, Digitalization and the American Workforce, that found the share of jobs requiring a low digital skill level has plunged since 2002 from 56 percent to 30 percent, while those requiring a high level of digital skill vaulted from a mere 5 percent in 2002 to 23 percent last year.

Registration opens June 27

Save the Date ...

  • Sept. 14: Professional Development Meeting
  • Oct. 19: Supply Chain Symposium
  • Dec. 7: Professional Development Meeting
  • Feb. 8, 2019: Professional Development Meeting
  • April 9-11: COE Summit 2019