Breakout sessions will be hosted in five blocks of five concurrent, one-hour sessions on Wednesday, April 10 (three sessions) and Thursday, April 11 (two sessions). 

Wednesday, April 10

"A" Block | 10:30-11:30 a.m.

Session A1: Theater
Transformation: How to Engage Sweeping Change - Without Killing Your Business

Host: Andrew Cole, chief organizational development and human resources officer, Vertiv

andrew cole vertivShifts in the competitive landscape, mergers, acquisitions, major restructuring of the business model and other forces require many companies to transform or face the possibility of irrelevance. In this session, Cole draws on lessons learned throughout his career from working in and with organizations in the process of transformation. Some of the areas to be addressed include:

  • Aligning leadership with transformation.
  • Replacing rhetoric with real communication.
  • And engaging HR at a strategic level in the transformation process.
     

Attendees will leave with enthusiasm about the prospect and process of transformation, a comprehensive way of understanding the importance of transformation and its value to organizations and their people, and tips for managing teams when they feel like things are in chaos.

Session A2: Clinton
Driving Continuous Improvement with A3 Problem Solving: A Case Study

Host: Kevin Butler, consumable division process engineering manager, Lincoln Electric Co.

kevin butler lincoln electricIn this session, Kevin Butler, a graduate of Fisher’s Master of Business Operational Excellence program, presents a case study drawn from his own work at Lincoln Electric, where restocking order on-time fulfillment rates had been falling for years in a key manufacturing department. Traditional “firefighting” approaches to reversing the trend, moreover, had marginal success and were unsustainable. By using A3 methodology as the framework to deploy core lean/Six Sigma tools and methods, the project team exposed the root causes of the problem and developed an improvement plan that is in the process of being implemented. This presentation will follow the project’s use of A3 methodology and lean/Six Sigma tool use, and will share the successes (and failures) that occurred along the way. Attendees ultimately will have a better understanding of how an A3-based project path can be used to help transform a team’s approach to solving problems.

Session A3: Alumni Lounge
The Role of Culture in Lean Transformation

Host: Joachim Knuf, Principal, Organizational Learning Systems Inc.

joachim knufMost of the talk about a “lean culture” is metaphorical, often resulting from frustration about the lack of effective cultural change. In this presentation, Knuf introduces an actionable model of culture grounded in scientific theory, promoting a practical catalogue of communication and behavioral tactic for personal adoption. Focus will be on examples of the use of framing dialogue and narratives, specifically those allowing the joint discovery of current predicaments and possible futures. By attending the session, you’ll better understand how culture is socially constructed and what personal behaviors, especially modes of communication and interaction, are effective in supporting the lean transformation.

Session A4: Hancock
The Humility Paradox: When Does a Humble Leader Help (or Hurt) a Team?

Host: Jasmine Hu, associate professor of management, Fisher College of Business

jasmine hu fisherWe believe effective leaders should display humility, but there is no shortage of examples of leaders who have displayed little of it and quickly risen to the top. So do humble leaders really make more effective leaders? Do their teams have better outcomes? In this session, Prof. Hu shares results from a field study featured in Harvard Business Review that dives into these questions and identifies specific dynamics that make leaders’ humility more harmful or helpful. Attendees of this session will leave with:

  • Increased awareness of the complex role of humility in leadership positions;
  • Advice for leaders trying to balance humility and authority; and
  • A better understanding of how leaders can encourage team-level creativity.

Session A5: Monroe
Operational Excellence in Healthcare Transformation

Host: Jay Lawrence, MD, MBOE | VP quality assurance and improvement, Ohio State Health ACO LLC; associate chief quality officer for ambulatory care, The Ohio State University Wexner Medical Center

jay lawrence osu The national healthcare payment landscape is shifting rapidly away from volume-based payment (fee-for-service) to value based payment (payment for quality, outcomes and cost-efficiency). As a result, healthcare systems are facing increasing pressure to restructure care delivery around population health management, a challenging proposition both operationally and culturally given the legacy of fee-for-service payment models.  Dr. Lawrence, a graduate of Fisher’s Master of Business Operational Excellence in Health Care and Lean Six Sigma Black Belt, has been fully immersed in healthcare transformation as the primary architect of the OSU’s Accountable Care Organization’s clinical strategy. He has been actively developing and deploying strategies aimed at transforming operations and culture to enable OSU to thrive in a value based payment system. His presentation will address:

  • How the shifting health care payment landscape incentivizing health systems to creatively engage in population health management
  • The cultural and operational challenges inherent in this health care transformation process and some strategies to consider in overcoming them
     

The goal of this presentation is to provide change leaders with an example of how to address wide scale change with front-line operational systems and strategies in any industry.

"B" Block | 12:30 - 1:30 p.m.

Session B1: Theater
Engaging and Developing People Through Effective Coaching

Host: Mike Orzen, president, Mike Orzen & Assoc.

mike orzenEvery leader has two jobs: get results and develop your people. Effective coaching skills are essential for developing people. Coaching involves the development of your people through supporting, respecting, and encouraging their ideas and viewpoints. During this session, you will develop the skills you need to influence the behavior and thinking of your people. This breakout session explores the key practices of coaching and uses hands-on exercises so you can experience and learn effective coaching. These skills can be used the day you are back on the job - which means your people can start to benefit from being coached! They include:

  • What does a coach really do?
  • The 3 capabilities
  • The coaching conversation: leveraging open-ended questions
  • Coaching challenges pitfalls, setbacks, and common mistakes
  • Sharpening the Saw - Personal Development Tools
  • Your Next Steps
     

By attending, you will clarify your understanding and ability to be an effective coach, practice the skills you need to improve your coaching effectiveness, and return to work with a recharged attitude towards coaching.

This session will be repeated on Thursday, April 11.

Session B2: Clinton
Moneyball: Leveraging the Power of Data Analytics to Drive Business Growth

Host: Vivek Iyer, Senior Vice President, Strategy and Analytics, KeyBank

vivek iyer keybankDrawing from Moneyball, the popular 2003 book and 2011 movie about the power of analytics to drive outcomes in sports, Iyer offers his perspective from his senior executive role at KeyBank on how vast amounts of internal and external data can drive actionable insights both for business strategy development and sales tactics deployment. Iyer joined KeyBank in 2017 and has focused on creating and executing an analytics strategy for the company's small business and business banking clients. He led the buildout of the analytics infrastructure to enable dara-driven sales outcomes within branches and for field sales leaders. Before joining KeyBank, Iyer spent more than 15 years in analytical roles within major financial services industry players.

Session B3: Alumni Lounge
Bad With Numbers, Bad With Decisions: Gaining Numeric Ability and Confidence

Host: Dr. Ellen Peters, distinguished professor of psychology, The Ohio State University

ellen petersA lack of skill with numbers and math, otherwise known as innumeracy, is rampant in the U.S., meaning many employees are ill-prepared to make good decisions on the job and in their own health and financial lives. In this session, Dr. Peters, author of the forthcoming book Innumeracy in the Wild (Oxford University Press) details how number skills affect the quality of people’s decisions and life outcomes. Dr. Peters, a leading expert in this field, also will discuss the extent of this problem in the U.S., three major reasons for its importance, and emerging research on the surprising effects of numeric confidence – how good you think you are at math – on actual mathematical ability. By attending this session, participants will gain a better understanding of the kinds of information that trip people up and how they can process information in judgments and decisions so they’re less likely to neglect numbers. They’ll also get tips for growing their “numeric brain power.”

This session, the first in summit history hosted by an Ohio State professor outside the Fisher College of Business, is highly recommended for attendees whose day-to-day work involves data and analytics, or for those who are interested in the topic.

Session B4: Hancock
Excellence in Customer Experience: Improving Trust and Relevancy

Host: Bruce Evans, SVP, chief customer officer, American Electric Power Company Inc.

bruce evans aepAmazon, Google, Starbucks, and other consumer facing businesses continue to raise the bar in creating excellent customer experiences, thus expectations for transactional excellence span all businesses that people interact with. As a result, client trust and relevancy is in the balance for those not striving to meet these expectations. Drawing from experience in his role at COE member American Electric Power Co., Evans offers his perspective on the customer experience, its importance today, and how it has become the lynchpin for business growth.

Session B5: Monroe
Diversity & Inclusion: Putting Values Into Action

Panel moderator: Nina Brooks, learning and development consultant, Office of Human Resources, The Ohio State University

Panel participants: Emily Magill, Zipline Logistics; Nichole Marshall, L Brands; Fran Wahrman, Huntington Bank

Diversity and inclusion is increasingly established as a core value at most organizations, but how are companies succeeding – and struggling – in translating a big-picture component of strategy and culture into real action on the ground? In this panel, Brooks discusses how companies such as Huntington Bank, L Brands, and Zipline Logistics are embedding D&I into their hiring and recruitment, employee engagement, and leadership development functions. Attendees will have the chance to ask panelists questions and seek new insights they can apply at their own organizations.

"C" Block | 2-3 p.m.

Session C1: Theater
Outrunning Amazon: Williams-Sonoma's Quest for Competitive Edge

Host: Dean Miller, EVP and COO, Williams-Sonoma Inc.

dean millerThe stories of retailers Williams-Sonoma and Sears start in familiar fashion: Both rose to prominence in the pre-Internet era through their catalogue businesses. Both became omnichannel brands in the e-commerce age. But today, Sears is no more, a relic of the past – and Williams-Sonoma is a success story in today’s competitive retail climate, growing and innovating to stay a step ahead of disruptive forces like Amazon. In this session, Williams-Sonoma COO Dean Miller offers his C-suite perspective on how the company is continuing to take risks through early adoption and focus on the customer by acquiring new brands, while also updating its sourcing, distribution, and transportation networks to meet new challenges.

Session C2: Clinton
Creating a Problem-Solving Culture That Outlasts Your Leaders

Host: Aravind Chandrasekaran, associate professor, management sciences; academic director, MBOE, Fisher College of Business

Aravind Chandrasekaran Many organizations adopt management systems such as lean and Six Sigma but fail to sustain them. This is especially true if the leaders of these systems turn over. What can leaders do to sustain these systems over time? In this session, Dr. Chandrasekaran draws from field experiments and studies he has conducted to look at some of the behavioral practices and processes that can allow systems to outlast their leaders. By attending, participants will have new insights on:

  • Developing leadership practices that can help sustain problem solving culture at all levels
  • Developing systems that allows frequent feedback on the culture, and
  • Building reflection in to their work and how it helps them to sustain


This session will be repeated on Thursday.

Session C3: Alumni Lounge
Fastest Speedboat Ever!: An Innovation Process Mini-Workshop

Host: Tracy Owens, ASQ Innovation Division

tracy owensWhen faced with a vexing problem, either internally or externally focused, a team needs to identify not only process improvements but new ideas as well - ideas that can be turned into reality. The Speedboat Innovation Game – a compilation of the fishbone diagram, affinity diagram, and force field analysis quality tools - is an expedient way to gather useful input and then prioritize next steps, giving everyone an equal voice so dominant and reticent players contribute evenly.

In this session, Owens walks attendees through the interactive exercise, which will keep them out of their chairs almost the entirety of the session. Participants will be invited to contribute their own ideas toward a common problem and will then work together to prepare a slate of prioritized actions to resolve the issue. Throughout the session, the presenter will point out the tactical reasoning for his instructions so that participants will be able to recreate this valuable exercise in their own workplaces following the summit. Ultimately, attendees will be able to …

  • Optimize the time they have with their teams to generate new ideas focused on solving a specific problem;
  • More effectively turn listed ideas into action; and
  • Apply this structure with virtual teams.

Session C4: Hancock
Engaging Middle Management in a Lean Transformation

Host: Teresa McMahon, executive director, Iowa Lean Consortium

teresa mcmahon iowa lean consortiumMiddle managers must reconcile priorities on a daily basis and can face challenges in engaging with process improvement and change. This session addresses the engagement of middle management in transformational change through the following questions:

  • Why is middle management slow to buy-in?
  • What can you do to engage the "frozen middle?"
  • How do you know if middle managers are bought in?
     

Attendees will leave this session with a better understanding of why middle management is difficult to engage, what resistance looks like, and successful strategies to overcome it.

    Session C5: Monroe
    Bringing the Science of Lean/Six Sigma to the Art of Sales

    Host: Kyle Mielke, director strategic planning / project execution, Black Belt, Cardinal Health

    kyle mielke cardinalOrganizations’ sales divisions are facing the challenge of growing revenue in markets that are getting more competitive every day. Many, as a result, are looking for answers because the same old solutions of working harder, training people, or getting a new CRM are not working. A greater problem often lies beneath: They do not know how to define, measure, and get to the root cause of what is stopping them from growing the business. In this presentation, Mielke draws from his experience as a sales professional and Lean Six Sigma Black Belt to offer insights on:

    • How sales and marketing can look at their process as a production system and apply system thinking to them;
    • How having a standard process and metrics leads to better coaching by sales managers;
    • How to engage sales management to get buy-in for projects; and
    • How to measure success and failure when implementing sales tools like CRM.
       

    Attendees will emerge with new ideas on how to engage sales leadership with Lean Six Sigma principles and a new way to look at solving some of the most common sales problems all organizations face.
     

      Thursday, April 11

      "D" Block | 9-10 a.m.

      Session D1: Theater
      Lead and Live With G.R.I.T.: Using Behavioral Science to Influence the 21st Century Brain

      Host: Melissa Briggs-Phillips, owner and founder, Next Generation Behavioral Health

      melissa briggs phillipsBuilding businesses and company cultures in the 21st century require innovation grounded in science. The G.R.I.T. approach has been taught to thousands of people with the goal of driving growth in individuals personal and professional lives. Dr. Melissa Briggs-Phillips is a licensed clinical psychologist with a circuitous career path. After finishing her PhD, she led multi-million dollar projects with stakeholders from multiple sectors. She never stopped teaching and doing clinical work with trauma survivors. G.R.I.T training represents an approach that is a fusion of best practices in organizational psychology, behavioral health and leadership development. Attendees at this G.R.I.T. overview will leave with an understanding of the “why”, and action items to deploy in their personal and professional lives.

        Session D2: Clinton
        Practicing Strategy: How Strategy Skills Can Improve Your Odds

        Host: Steve Lundregan, senior lecturer, Fisher College of Business; associate director, COE

        From a leadership perspective, strategy is a framework for purposeful action. You may not be setting strategy, but you practice it every day. And practicing strategy in the short-run builds capability that informs strategy in the long-run. That is why strategy skills are in demand. This workshop will help you identify and practice strategy skills that improve your odds for success. Learn how mission motivates, priorities align, and capabilities create opportunity and resilience for you, your team, and your business.

        Session D3: Alumni Lounge
        Data Analytics: Assessing Your Program's Current State - and Deciding Next Steps

        Host: Ralph Greco, Director, Business Analytics Initiative, Fisher College of Business

        ralph grecoAnalytics has changed dramatically over the last five years, and a number of companies need to stop and assess where their programs are, the effectiveness of those programs and the adoption of analytics on a corporate basis. In this session, Greco guides attendees through the process of doing a quick assessment of your programs and company, then determining what the next steps should be.  Greco also will address expectation and change management as it relates to data analytics. After the session, attendees will be more familiar with the Analytics Maturity Model and have a better understanding of next steps for their organization as they “skill up” individuals to work on new analytics projects and work with results from existing projects.

        Session D4: Hancock
        Executive Allies: Top-Management Sponsors and Lean Deployment Success

        Hosts: Tom Reither, AVP, enterprise lean, Wendy Shaw, VP retirement plans operations, Nationwide

        tom reither nationwideIn order to successfully deploy and mature lean you need top-down support from leaders who walk the talk. Lean initiatives that fail or falter often do so because of poor executive leadership. Over the past few years, COE member Nationwide has evolved how it implements the Lean Management System to address this key challenge. By developing Lean Leader Executives, Nationwide not only leverages lean for front-line associates, but it is being used across all levels of the organization. Helping to align strategy to work, identifying leading indicators to be tracked through visual management and leveraging problem solving to close gaps. Reither (pictured, right) and Shaw (pictured, below right) in this session will offer a look at:

        • Deployment model (6-month deployment with 5 tollgates to ensure benefit realization and Executive Sponsor commitment up front and throughout)
        • wendy shaw nationwideDeveloping Lean Leaders: Program in partnership with Ohio State for Director level and above. Tactics for gaining buy in from Executives
        • What Lean looks like for Executives (Decision making, Huddles, Strategic A3s, Value Stream)
        • Maturity: how ongoing coaching and support is required to sustain Lean at all levels
           

        Shaw will speak to the experiences that turned her into a champion for lean and some simple tactics to help others gain buy in from their leaders as well. Reither will share processes and tactics his team developed to set expectations and goals for executives up front and how Nationwide measures success of the Lean Management System. 

        Session D5: Monroe
        Creating a Problem-Solving Culture That Outlasts Your Leaders

        Host: Aravind Chandrasekaran, associate professor, management sciences; academic director, MBOE, Fisher College of Business

        Aravind Chandrasekaran Many organizations adopt management systems such as lean and Six Sigma but fail to sustain them. This is especially true if the leaders of these systems turn over. What can leaders do to sustain these systems over time? In this session, Dr. Chandrasekaran draws from field experiments and studies he has conducted to look at some of the behavioral practices and processes that can allow systems to outlast their leaders. By attending, participants will have new insights on:

        • Developing leadership practices that can help sustain problem solving culture at all levels
        • Developing systems that allows frequent feedback on the culture, and
        • Building reflection in to their work and how it helps them to sustain.

          This session also is being run on Wednesday, April 10.

        "E" Block | 10:15-11:15 a.m.

        Session E1: Theater
        Shift Work

        Host: Sean Lane, CEO, Olive

        sean lane oliveThanks to advancements in technology, artificial intelligence is enabling enterprises to drive innovation, efficiency, customer experience and productivity, while fundamentally transforming the nature of human work. Now that we have access to this technology, we need to shift the burden of monotonous tasks and free humans from the button olympics they are used to performing. Join Sean Lane, CEO of Olive, as he discusses taking the robot out of the human, and building a digital workforce to bring down administrative costs in healthcare.

        Sean’s company, Olive, is a healthcare-specific artificial intelligence and process automation company that empowers healthcare organizations to improve efficiency and patient care while reducing costly administrative errors. Its eponymous AI solution, Olive, acts as the intelligent router between systems and data by automating repetitive, high-volume tasks and workflows, providing true interoperability. Olive has helped healthcare organizations reduce data and billing errors, eliminate denials for no coverage, improve cash collections by reducing days in A/R, and more. 

        Session E2: Clinton
        Doing the 'Detroit Lean'

        Host: Bethany Melitz, director of lean, City of Detroit

        bethany melitz detroitWhen Detroit Mayor Michael Duggan took office in 2014, he assembled a team to tackle a challenge: How can the city use business strategies rooted in lean management to improve processes, transform the workforce and change the way the residents see their government? In this session, Melitz will detail how the Detroit Lean Team has employed strategies to help solve issues surrounding homelessness, back taxes, water service, and more. The team also is working to change the workplace culture for city employees and improve services for the residents. Through this presentation, attendees will see the real-world application of best practices, creative applications, and tools that can be brought directly into almost any workplace.

        Session E3: Alumni Lounge
        Continuous Improvement and Accounting/Finance: Speaking the Same Language

        Host: Dr. Cynthia Turner, accounting senior lecturer / EY Faculty Fellow, Fisher College of Business

        cynthia turner fisherDriving lasting and measurable change in continuous improvement projects requires communication and alignment with an organization’s accounting/finance functions, but both sides often discover they aren’t “on the same page” when they interact. Specifically, because the lean tools and principles used by operational management do not readily translate into the standard language of financial reports that are prepared by accountants and required by external stakeholders, this can pose challenges in effective facilitation and coordination of management efforts. Having taught accounting over 20 years on the college level, Dr. Turner will offer a crash course in this session on how to speak the “language” of accounting and finance. Specifically, she will discuss:

        • Core accounting and financial concepts and how these can create challenges with continuous improvement efforts
        • Basic financial reports and their relationship to key continuous improvement metrics
        • Differences between the lean approach and standard financial reporting
           

        Attendees will leave with new insights on how to meet leaders and team members in this important functional area “where they are” in a collaborative effort to drive change.

        Session E4: Hancock
        Engaging and Developing People Through Effective Coaching

        Host: Mike Orzen, president, Mike Orzen & Assoc.

        mike orzenEvery leader has two jobs: get results and develop your people. Effective coaching skills are essential for developing people. Coaching involves the development of your people through supporting, respecting, and encouraging their ideas and viewpoints. During this session, you will develop the skills you need to influence the behavior and thinking of your people. This breakout session explores the key practices of coaching and uses hands-on exercises so you can experience and learn effective coaching. These skills can be used the day you are back on the job - which means your people can start to benefit from being coached! They include:

        • What does a coach really do?
        • The 3 capabilities
        • The coaching conversation: leveraging open-ended questions
        • Coaching challenges pitfalls, setbacks, and common mistakes
        • Sharpening the Saw - Personal Development Tools
        • Your Next Steps
           

        By attending, you will clarify your understanding and ability to be an effective coach, practice the skills you need to improve your coaching effectiveness, and return to work with a recharged attitude towards coaching.

        This session also is being run on Wednesday, April 10.

        Session E5: Monroe
        Doing Business in China: Today’s Challenges

        Panel moderator: Steven Dickstein, senior lecturer, Fisher College of Business

        Between heightening trade tensions and the growing uncertainty of the global business landscape, China has emerged as a region of interest, given multinational corporations’ heavy presence there. In this panel discussion, led by Dickstein – an industry veteran and current international operations teacher – panelists with experience managing China-based operations and Zach Grammel, executive director of the Greater Columbus Chinese American Chamber of Commerce, will discuss current issues and the future outlook.