Experienced practitioners in the maintenance, reliability and physical asset management field will lead 30 pre- and post-conference workshops designed to enhance the skills of professionals. Learn how to implement best practices for maintenance and reliability into your operations.

Half Day Workshops
8:00 AM - 12:00 noon or 1:00 PM - 5:00 PM

Full Day Workshops
8:00 AM - 5:00 PM

Two Day Workshop
8:00 AM - 5:00 PM (Thursday & Friday)

Monday, October 16

Workshop 1: 3 Levels of Leadership Excellence

Half Day - 8:00 AM to 12:00 PM

Andrew Gager, CMRP, Nexus Global Business Solutions
Audience Level: Intermediate

This session will focus primarily on three progressive stages of Supervision and Leadership. This will be a very interactive session between the attendees. To start, the foundational elements of Supervision encompassing use of authority, delegation, coaching, disciplining, etc. We will introduce tools and hints to be successful when managing people. This section will cover the differences between motivating employees versus stimulating performances. 

The next section will be more advanced for the Supervisor or Manager to craft their approach to more individual situational leadership styles. Here, we’ll discuss what personalities we are dealing with and to what level of communication should be used; detail oriented, task oriented or creative oriented. Then determine what the best approach to manage people; Consulting, Coaching, Teaching, or Supervising. Here’s where we can apply some of the tools and hints from the previous topic.

The final section will address how to elevate the department or operation to a world class division. Our goal would then be aspiring to become best in class. We will discuss the importance of developing a vision and mission for the group. Discuss how to establish business strategies to achieve our vision and mission. Once the strategies have been established, how do we measure for success? When this is complete, how do we evaluate if we have the right organization and people in place to achieve our goals and objectives? And finally, how do we incorporate change management principles into our daily activities to ensure sustainability?

Learning Objectives

  • Basic Supervision roles & responsibilities
  • Determining the difference between Motivating employees versus stimulating performance
  • Advanced Supervision techniques -Drafting leadership styles to individuals 
  • Developing communication skills
  • How to develop a roadmap to a best in class organization
  • Tools and hints in becoming a better supervisor/manager/leader

Workshop 2: A Prioritized Approach to Planning and Scheduling- Losing the Emotional Priorities

Half Day - 1:00 PM to 5:00 PM

Owe Forsberg, IDCON INC
Audience Level: Intermediate 

When prioritizing maintenance work, one must consider its importance to the entire company in question. Experience shows that, in the real world of most maintenance departments, you can classify priorities in two groups: Emotional priorities and real priorities.

In a survey the question was asked, “Why don’t planners plan?” 49% of the 1400 respondents answered “Too many Do-it-now jobs due to emotional priorities” inhibited the planning process. 

A SOURCE OF CONFLICT. Requesters of maintenance work often have only their own production area in mind when prioritizing maintenance work, while their maintenance partners are often faced with ten "priority one" jobs from different requesters when they can only accommodate five. This results in conflict with the people who don't get their jobs performed. And to make matters worse, it is often the people who give the maintenance planner or supervisor the most problems if their jobs are not done who get precedent. This is often done at the cost of others who might have had a more real need for a completed job.

CONFRONTING THE PROBLEM. So what can you do about improving it? It begins with both maintenance and operations understanding the cost associated with emotional work notifications both financial and efficiency. This presentation will detail actions for changing the state of organization from reactive to proactive by engaging both operations and maintenance to agree on the prioritization of work to improve the effectiveness of the planning process.

Learning Objectives

  • The business processes that support effective plant maintenance
  • How to develop a disciplined priorities matrix
  • How to educate key stakeholders of the costs associated with emotional priorities
  • How to approve/reject emotional work notifications
  • Understand the basics of preparing work orders that will support plant reliability and work efficiency
  •  How to give feedback to requestors when work is delayed

Workshop 3: Strategic Asset Management: Roadmap for Assessment, Implementation and Sustainment

Full Day - 8:00 AM to 5:00 PM

Lance Bisinger, CMRP, Allied Reliability Group; Michael Aroney, Allied Reliability Group
Audience Level: Intermediate

Making the decision to view plant or facility assets as strategic to gain a competitive advantage through a proactive asset maintenance strategy that will stabilize and standardize asset reliability – improving work identification and defect elimination processes, reducing overall costs in maintenance and operations, maintaining throughput – is gaining wider acceptance.

The objective of this initiative is the early identification of asset defects and their elimination in a planned manner that will minimize or eliminate unplanned outages. Failing to recognize that this is a realignment of your entire staff will suboptimize ROI and sustainability. This workshop addresses the key decision points and fundamental elements used to successfully transition facilities/plants to Strategic Asset Management.

Reliability and maintenance process improvement projects are like assets. Projects have components; each component has failure modes. When a defect is introduced to a project’s component, it will lose functionality until point “F” is reached. Project failure is defined as exceeding the project scope in terms of cost and time, underachieving target functionality, and not providing the ROI in the business case for change. 70% of project failures are due to poor execution.

This workshop details the three-step approach used to accomplish these goals: reliability assessment, implementation of corrections to close gaps found, and sustaining the improvements.
Reliability Assessment – Define, Measure, Analyze: Includes a baseline assessment of the site to define and measure site-specific asset maintenance and reliability maturity levels and analyze the gaps and pockets of excellence compared to an ideal state. Data is used to identify areas of underperformance for on-site follow-up and create a business case for cost-avoidance and increased throughput as a result of decreased unplanned downtime and improved quality.

Implementation – Improve: Includes the implementation of the recommendations from the assessment using the Master Plan. Each site will determine how they will execute the Master Plan and what level of support is needed. The overall implementation approach will ensure consistency and provide flexibility in the implementation plan to address strengths and opportunities while still providing the desired improvement.

Sustain – Control: Includes the standardization of the sustainment activities through the governance structure and processes established during implementation. Sustain activities include process audits of partnership agreements established during implementation. These gaps are usually the result of a process design error, an organizational alignment error, a knowledge error, or an accountability error that each or all contribute to not following the new processes.

Learning Objectives

  • Explain the Six Sigma steps of DMAIC. 
  • Recognize the focus areas of Strategic Asset Management.
  • Describe the importance of project governance.
  • List the project percentages related to technical and behavior components.
  • Name the typical failure modes of a project.
  • State at least 6 indicators of a low maturity level organization.

Workshop 4: There’s an Infrared Camera Revolution Occurring! Are You Prepared?

Half Day - 8:00 AM to 12:00 PM

Roy Huff, CMRP, The Snell Group
​Audience Level: Intermediate

Four categories of infrared cameras are now available. These include; personal, entry level, mid-performance professional and high performance professional infrared cameras, with a range in price from $199 to $120,000 and more. This workshop will discuss and demonstrate not only the equipment specifications needed for typical applications but also the features that may be desirable to increase efficiency and quality of an infrared inspection. Several cameras will be used for demonstration and examples, as well as be made available to attendees to look at and use.

Infrared specifications topics, as well as features, will be examined in-depth. Each specification and feature will be explored so the attendee both understands the importance level of each item, but also when they might need to spend additional funds for additional capabilities and when it would be a waste of funds.


  • Camera Resolution/Detector Size
  • Thermal Sensitivity/NETD
  • Spatial Resolution
  • Measurement Resolution
  • Radiometrics


  • Optional Lenses
  • Focus Options
  • Image Storage and Format
  • Visible Light Camera
  • Battery Life

All of this information and more is crucial for the field thermographer to understand and have the right equipment necessary to collect high quality data to support a condition base monitoring program.

So can these personal infrared cameras play a role in condition based programs? Absolutely—but with some limitations! The features and performance of this type of camera is constantly improving. Some have performance specifications that come close to the industrial infrared cameras currently on the market. They are inexpensive enough that they can become just another tool like your cell phone. With proper training and supporting inspection procedures, maintenance, operators and production personnel can conduct routine inspections of equipment or processes. 
The concept of the workshop is to define the important specifications and explain how they relate to various inspection applications, and then conduct live demonstrations with several different models and manufacturers of infrared cameras.

Learning Objectives

  • Understand the following infrared camera specifications: Thermal sensitivity, Spatial resolution, Measurement resolution, Radiometrics and Detector size.
  • Understand how the following features can improve efficiency and quality of data: Additional lenses, LCD’s and viewfinders, laser pointer, different types of focusing methods, visual cameras, long life batteries. 
  • Understand how these specifications play in the proper selection of infrared cameras utilized for electrical, mechanical, building, steam and other inspections.
  • With the emergence of personal infrared cameras a discussion of how these cameras can be utilized to bolster infrared condition based monitoring programs.
  • How development of robust inspection procedures along with proper training can provide both visual and infrared sets if eyes around your facility.
  • Live demonstrations of the different levels of infrared cameras and their various specifications will be integrated into the session.

Workshop 5: iCAST: Introduction to Critical Asset Surveillance

Half Day - 1:00 PM to 5:00 PM

Rudy Wodrich, IRISS
​Audience Level: Intermediate

iCAST will provide attendees with an introduction to Condition Based Maintenance techniques for electrical distribution assets. Special focus will be on Infrared and Ultrasound as methodologies to detect problems early in the PF curve. What to look for when performing IR inspections on electrical assets and the difference between arcing, tracking and corona will be highlighted. Attendees will receive instruction in thermography and ultrasound basics as well as the limitations of each technology. Concepts such as emissivity, transmissivity, and environmental considerations when taking measurements will be discussed at length. Handheld IR and US equipment will be available for attendees to try out and to reinforce the key concepts. Various Power Quality phenomenon and their impact on equipment health will be discussed. Common mistakes when looking at Power Quality data will be presented.

In addition, safety considerations when performing live equipment inspections will be discussed at length. This course includes an overview of Safety statistics and a review of arc flash risks as well as NFPA70E and the concept of Hierarchy of Control. The various types and implementation considerations of electrical maintenance safety devices will be reviewed. Online Asset surveillance technologies including Partial Discharge Monitoring, Temperature Monitoring and Power Quality Monitoring will be discussed. Finally, the concept of asset tagging as part of automating the maintenance data collection and collation process will also be presented.

Learning Objectives

  • The pros and cons of each type of condition based maintenance technique and when each type should be employed.
  • Types of Asset Surveillance and the cost/benefit of each.
  • The potential impact of harmonics and poor power quality on equipment life and reliability.
  • What factors to consider when thinking about an asset tracking program.
  • The Impact of increased inspection frequency on Mean Time Between Failure of equipment
  • The value of Ultrasound as an electrical asset inspection tool.

Workshop 6: Prognostic Health Management: Reliability-Based Machine Learning

Half Day - 8:00 AM to 12:00 PM

Darin Wikoff, Eruditio LLC
​Audience Level: Intermediate

Have you ever wondered how Siri and Google Now are able to recognize speech patterns? This is one of the most famous examples of Machine Learning. Speech recognition in Google Now, using Deep Learning Networks, reduced the error rate by over 20%, making the technology seem magical. Prior to Machine Learning, speech recognition systems had problems adjusting to the nuances of pronunciation and accents.

Machine learning is a type of artificial intelligence (AI) that provides computers with the ability to learn without being explicitly programmed. Machine learning focuses on the training of computer programs using algorithms that can change when exposed to new data. 

Mature reliability-centered companies, like Schlumberger Technology Corporation, are leading the field of Prognostic Health Management using Machine Learning to identify anomalies in asset performance and predict asset life. In this workshop we will share how these companies identified the data needed to predict changes in asset health, and demonstrate how Machine Learning is being used to improve asset reliability.

Learning Objectives

  • Explain analytics used in Total Lifecycle Management,
  • Describe Prognostic Health Management and its value to your company,
  • Identify anomalous data, and explain how to make decisions based on data values,
  • Demonstrate how models are evaluated and enhanced to guide decision making.

Workshop 7: Profit-Driven Process Reliability

Half Day - 1:00 PM to 5:00 PM

Jose Wilkins, Profit-Ability LLC
​Audience Level: Intermediate

Profit-Driven Process Reliability (PDPR) is an abbreviated minimum of 4-hour basic training or 16-hour intense workshop designed and intended for: 

  • Production Supervisors 
  • Process Engineers 
  • Maintenance Engineers
  • Managers 
  • Other Engineering Personnel and Production Leadership

Goal: Determine ways attendees could gain clarity to reveal the extent of process improvements and how to effectively measure their impact to improve overall excellence in execution. This approach is derived as the method to carry-on the next generation for legacy of Paul Barringer, the inventor of Process Reliability Analysis, and continue to challenge ALL businesses to monetize opportunities to prioritize and focus increase overall customer value. 

Learning Objectives

  • Find new tools for understanding how operations can improve reliability of their processes and make significant contribution to sustainable business profitability 
  • Learn how to influence improvements in reliability vs. availability, how you can assist in reducing process failures, and how they can calculate the cost of unreliability for making business decisions to attack problems of unreliability
  • Find business aspects of process reliability helpful for measuring and motivating improvements in processes, procedures, people, and equipment to reduce the cost of unreliability through use of non-traditional tools as they ferret-out hidden factories wasting time and money 
  • Learn how to effectively engage leadership to align on execution strategy to achieve higher levels of organizational excellence
  • Introduce new software to predict future failures as a selling point for sustainable improvement projects

Workshop 8: Oil Analysis Interpretation & Case Studies

Half Day - 8:00 AM to 12:00 PM

Steven Dobie, CMRP, Fluid Life
​Audience Level: Intermediate

This workshop aims to educate the attendees on the interpretation of oil analysis results, as well as creating a plan of action to deal with a troublesome result. Through a discussion of real world examples, attendees will discover how to review oil analysis results, common analysis mistakes, what is important in selecting an oil analysis laboratory (quality, turnaround time, customer support, software), how to perform fleet wide analysis and how to financially justify an oil analysis program.

Learning Objectives

  • Learn how to interpret oil analysis results
  • Learn how to action oil analysis results
  • Learn how to properly select a laboratory
  • Learn how to utilize sample data to discover systemic issues
  • Learn the benefits of filtration
  • Learn the process for oil drain extensions

Workshop 9: Asset Management Triggers Promote Design for Reliability (DfR)

Half Day - 1:00 PM to 5:00 PM

Marie Getsug, CMRP, CMRT, Jacobs Engineering Group; George Williams, CMRP, B. Braun Medical
​Audience Level: Advanced

Asset Management has introduced a few key concepts which require a shift from focusing on initial investment to optimizing the life-cycle cost. The basis for such decisions are rooted in a risk-based and science-based approach to specifying the requirements of the asset throughout its useful life. The risk-based approach drives prioritization and optimization; whereas, the science-based approach honors the subject matter experts (SMEs) experience a to drive decisions. 

Shifting the Project Management Office (PMO) from a mindset of initial cost, scope and schedule to a focus on Total Cost of Ownership (TCO) requires a catalyst for change. The workshop Presenters will share their experience with introducing a Design for Reliability (DfR) Program. The design and concept stages become the most significant triggers for DfR and the mechanism for the timely application of each DfR tool.

This workshop will provide Participants an opportunity to map out their DfR Program and toolkit and the insight to properly apply the stage gates as triggers in their own capital project process. The Participants will leave having customized a DfR structure to significantly improve the Total Cost of Ownership (TCO) and Life-Cycle Cost (LCC) of their capital projects.

Learning Objectives

  • Shifting the focus to LCC from Initial Investment for Capital Projects.
  • The role of the Capital Project Governance Structure and potential need to modify it for long-term performance, reliability and LCC / TCO.
  • The Governance Structure can directly impact behavior. To change the behavior from supporting initial investment to focusing on LCC and TCO, the Governance Structure needs to reward such focus and behaviors.
  • A DfR Program with Processes, Procedures and Tools is used to reduce LCC, TCO, improve reliability, and manage risk.
  • The establishment of DfR Requirements and the use of Phase Gates for their timely application during the Capital Project Process.
  • The importance of M&R and the Project Management Office (PMO) collaborating to achieve the desired results. It's tough for one Group or the other to lead without cooperation and collaboration from the other Group.

Workshop 10: Ultrasound – An Integral Piece of the Condition Monitoring Puzzle

Full Day - 8:00 AM to 5:00 PM

James Neale, CMRP, University of Waikato; Doug Waetjen, CMRP, UE Systems Inc.
​Audience Level: Beginner

Today’s maintenance departments are continually being asked to do more. Unfortunately, in most cases, they are being asked to do more with less. That is why it is critical for those in the maintenance and reliability fields to have the proper tools to aid in making better decisions about the health of the facility’s assets. After all, maintenance is all about getting the most life out of an asset as efficiently as possible. It is also imperative that we begin to move away from reactive maintenance to doing more proactive and condition based maintenance. Airborne and structure-borne ultrasound is a great place to start. This workshop will provide a thorough overview of ultrasound technology and how it continues to enhance proactive maintenance, equipment reliability, and energy conservation applications. From compressed air, gas, and steam leaks to mechanical and electrical systems, ultrasound technology has been used to reduce energy waste, reduce greenhouse gas emissions, eliminate equipment failure, increase production and decrease downtime. This workshop will also include how both analog and digital ultrasound instruments are used for different applications and how Data Management Software and Spectral Analysis Software can be used to trend, analyze, and report premature failures. Attendees will walk away with a clear understanding of how to set up and run an ultrasound condition monitoring program. Information will be presented that will discuss how airborne and structure-borne ultrasound is a perfect complement to other predictive technologies such as vibration analysis, infrared thermography, laser alignment, and oil analysis. There will be hands on activities as well to ensure attendees learn the proper techniques for performing ultrasonic testing.

Learning Objectives

  • Attendees will understand the principles and science behind ultrasonic testing
  • Attendees will understand how condition based monitoring with ultrasound can reduce overtime and emergency work
  • Attendees will understand how ultrasound can be used to detect bearing failure and how this can be used to eliminate failures and maximize bearing life
  • Attendees will understand how ultrasound can be used to assist with lubrication and will also learn the guidelines to set up and run a condition based lubrication program
  • Attendees will understand how ultrasound can be used to detect compressed air and gas leaks and how to build documentation for corrective action
  • Attendees will understand how to build reports that will illustrate for their supervisors the energy and money saved through condition based monitoring via ultrasound including the associated greenhouse gasses.

Workshop 11: Communicating Reliability, Risk, and Resiliency to Decision Makers

Half Day - 8:00 AM to 12:00 PM

JD Solomon, CMRP, CH2M
​Audience Level: Intermediate

Communication of concepts and solutions related to reliability and risk is frequently cited by technical professionals as the most challenging and overlooked aspects of their work. Texts and guidance documents frequently reference the importance of better communication and education; however, there are few practical examples and limited practical guidance provided. This workshop will fill many of these gaps. It will be provided from the perspective of an individual who dually serves on decision making bodies as well as who also provides risk and reliability information to decision makers.

A comprehensive range of references will be provided for guidance. These will include communications best practices from the US Army, K-12 public education sources, behavioral psychologists such as Nobel Prize winner Daniel Kahneman, and industry risk management experts such as Gerd Gigerenzer. The intent of the provided references will be to make available a comprehensive range of available tools, techniques, and approaches.

The interactive workshop will utilize real world case examples and a simple exercise example provided by the facilitator. An audience response system (ARS) will be used to help solicit input and participation. A casual role play will be utilized at the end of the workshop to demonstrate each participant’s improved ability to better communicate reliability and risk to decision makers.

The workshop is a component of the Business and Management Pillar, and specifically tied to 1.5 Communicate with Stakeholders and also 1.6 Manage Environment-Health-Safety Risks. The workshop is applicable to a wide range of M&R professionals. It is important because it practically addresses a frequently cited gap in M&R skills and training.

Learning Objectives

  • Practical approaches for communicating risk and reliability to subordinates, peers, senior management, and decision makers
  • Basic understanding of the definitions and basic concepts of risk, reliability, and communications 
  • The major types of decisions and how communication approaches change with decision type
  • Personality profiles of decision makers and their impact on communication and decision making
  • The role of ethics in communication reliability and risk information
  • Options and best practices for visual communication of reliability and risk information
  • Impact of innumeracy, biases, and general population’s ability to understand probability
  • Approaches for communicating information for tactical decisions, strategic decisions, and rare events (low probability-high consequence)
  • Tips and best practices for building rapport and verbal communication

Workshop 12: Gate Keeping the Storeroom: The Key To a Sustainable Materials Management

Half Day - 1:00 PM to 5:00 PM

James Kovacevic, CMRP, High Performance Reliability
​Audience Level: Intermediate

Sustainable storerooms and spare parts programs require the right management and governance to be successful. Without this governance, the storeroom inventory continues to grow and leads to an abundance of spares that will end up being obsolete. In addition, the excessive inventory causes the business to tie up cash, which it could be using elsewhere.

The principle way to govern the amount of spares in the storeroom is to implement a policy and procedure in which all new parts requests are evaluated, prioritized and ultimately accepted or rejected for stocking in the storeroom. This management practice can yield significant improvements for not only the maintenance department, but also the business.

In order to make this process work, the business needs to establish criteria in which spare parts are evaluated and decisions made. These criteria can be a source of fear for many in the maintenance department and storeroom as it could lead to stock outs. These criteria need to be based on the individual business performance and needs. 

The end result of implementing a process such as this is a storeroom which improves the performance of not only the maintenance department, but the business as well.

Learning Objectives

  • Understand the financial impact of poor materials management
  • Understand how to evaluate spare parts for stocking levels and criticality
  • Develop a process to that will evaluate the spare parts for stocking levels and criticality that can be implemented immediately
  • Understand what data is required to evaluate spare parts and how to govern it 
  • Understand a governance process for controlling what spare parts make it into the storeroom. 
  • Develop a governance process that can be applied immediately

Workshop 13: Getting Traction through Productive Leadership

Full Day - 8:00 AM to 5:00 PM

Tom Moriarty, CMRP, Alidade MER Inc.; Hank Kocevar, CMRP, Alidade MER Inc.
​Audience Level: Intermediate

The objective of Productive Leadership is to equip you to improve the motivation and productivity of your team. For new leaders, and even for experienced leaders, there are two difficult transitions. First is letting others take on the responsibility for technical aspects of your team's duties; it's hard to let go of what made you successful. The second most difficult activity is dealing with non-conforming behaviors; correcting people who used to be your peers, or who you don't know well, is stressful and uncomfortable. Leaders can improve productivity and motivation by empowering and by having a consistent approach to reinforcing positive behaviors and correcting non-compliant behaviors. This one day workshop is focused on a handful of techniques that will make you a better manager, supervisor or aspiring leader. Productive Leadership provides clarity about key aspects of leadership and the tools to leverage that new awareness. These concepts are proven, practical approaches that have been effective in industry, academia and military organizations. As the economy heats up it is in every organization's best interest to have effective leaders that motivate and obtain top performance from their teams.

Learning Objectives

  • Productive Leadership Overview
  • Leadership Roles and Attributes
  • The Critical Leadership Skills
  • Compliance vs. Commitment
  • The two most difficult things for new leaders to do; Empowerment/Delegation, and Correcting Non-Compliance
  • Bringing it to the Plant and using surveys to measure leadership training effectiveness.

Workshop 14: Set Up & Follow a Framework for an Asset Condition Monitoring Program

Full Day - 8:00 AM to 5:00 PM

Dave Reiber, CMRP, Reliabilityweb
​Audience Level: Advanced

This workshop is designed for Managers, Engineers, Supervisors and Planners/Schedulers who are responsible for the data that comes from a condition monitoring program. The course will explain which tool to use and when to collaborate with other technologies, by following a visual framework, The Uptime® ElementsTM – A Reliability Framework and Asset Management System TM. The course will provide direction for choosing which tool(s) to acquire, teach and deploy by prioritizing the needs of the organization. There will be in-class exercises as well as take-away principles that apply to the individual’s business needs.

Learning Objectives

  • What needs to be in place first? Where do you start? 
  • How to get small wins to support growth of the program.
  • How to get the fastest payback.
  • New and better tools, better pricing, leveraging costs, etc.
  • How to find and assign the resources, to effectively do the work.
  • Clearer understanding of where to look for opportunities regarding Predictive Technologies.

Workshop 15: Economics of Reliability

Full Day - 8:00 AM to 5:00 PM

Larry Olson, CMRP, Nexus Global Business Solutions Inc.
​Audience Level: Intermediate

From middle management to shop floor, we know what is required to bring plant reliability to the next level. However, we always seem to run into a road block with getting budgets or improvement programs approved. In this workshop, you will learn the economics of business leaders at the C-Level. Simply put, “Show me the money” is what will be required for the final approval. We’ll show you how to build the justification and show the CFO that money will hit EBITDA in a positive way with an investment in reliability.

Learning Objectives

  • Learn about the cost in each area impacted by unreliable equipment
  • Build a case for change using real financials
  • Put financials to the P-F curve
  • Learn how to speak about cost savings vs cost avoidance
  • Demonstrate how to bring the money to EBITDA 
  • ROI vs DOA – Bring the return on investment not a program that is dead on arrival

Workshop 16: RCM Best Practices Required for an NFPA 70E Compliant Electrical Safety Program

Full Day - 8:00 AM to 5:00 PM

Tommy Northcott, CMRP, Jacobs
​Audience Level: Intermediate

Many companies view equipment reliability and personnel safety as independent efforts. However, particularly with electrical equipment there is a direct connection between the reliability of the equipment and the safety of those employees who work on or around that equipment. All electrical hazard related injuries and fatalities can be attributed to either equipment failure or unsafe maintenance practices. This direct relationship works in reverse, such that efforts to reduce equipment failure and improve maintenance practices on electrical equipment will result in a reduction in the electrical hazard risk for your employees. An effective electrical equipment maintenance program (E3MP) will result in decreased probability for arc flash and shock hazards.

This workshop will not only provide important NFPA 70E electrical safety requirements, it will also explain how poor maintenance can effectively make your arc flash calculations and PPE policies ineffective in protecting personnel. It will clarify how a mature E3MP that implements significant PdM technologies in a true condition based maintenance approach effectively minimizes the frequency of intrusive interaction with the electrical equipment and in turn will increase personnel safety. Learn how moving away from traditional time based “tear down” PMs and transitioning to condition monitoring for health driven maintenance tasks effectively reduces the probability for equipment failure through minimizing human interaction with the equipment.

By the end of this workshop, you will have gained a clear understanding of not only electrical safety requirements in general, but that there is no way to completely meet OSHA’s requirement for providing a safe work place without having an E3MP.

Learning Objectives

1. NFPA 70E/OSHA Regulations & Standards application, issues, and key terminology
2. Shock and Arc Flash Hazards & Protection Strategies

  • Understanding the hazards
  • Variables Impacting Hazards
  • Protection Boundaries
  • Energized Electrical Work Permit
  • Voltage Rated Gloves, Insulated Tool and Other Equipment
  • Mitigation Techniques

3. Arc Rated Personal Protective Equipment

  • PPE Programs: Categories, Levels, Systems
  • PPE Guidelines and Maintenance

4. Risk Assessment

  • Components of Assessment
  • Incident Energy
  • Methods: Calculations or Tables
  • Labeling
  • Steps to Identify Boundaries/PPE

5. Safety Related Work Practices

  • Defining “Electrically Safe Work Condition”
  • Planning
  • Identifying and Securing Boundaries
  • Tools and Equipment
  • Lock Out/Tag Out
  • Verifying Absence of Voltage
  • Recognizing Hazards and Poor Work Practices

6. Reliability Centered Maintenance 

  • Developing an Effective Electrical Equipment Maintenance Program
  • Strategies that directly impact electrical safety

Workshop 17: Leading for a Winning Maintenance Team

Full Day - 8:00 AM to 5:00 PM

Dale Malzi, CMRP, Cortex Leadership Consulting; Joseph Pollhein, Sr., CMRP, Academy Front Line Leaders ​
​Audience Level: Intermediate

Understanding the concepts behind Maintenance and Reliability success may come naturally, but navigating the ins and outs of leading a maintenance team can be say the least. Whether it's in a Heavy Mobile Maintenance shop, a Running Repair team, an underground Mining Maintenance team, or an Automated Manufacturing Plant, front line leaders must possess the ability to make the often complex content of Maintenance and Reliability simple, understandable, and executable. Join a couple of CMRP-certified, United States Military Academy graduates (and classmates!) who have spent a combined 57+ years leading from the front as we discuss the challenges of effective front line leadership and give personal experiences and examples that can help you become better leaders and build a solid team in the Maintenance and Reliability field.

Learning Objectives

  • Understand the difference between Leadership and Management to see how both fit in today’s maintenance world.
  • Understand the critical role of Front Line Leaders.
  • Engage in hands-on simulations with like-minded people that will increase your understanding of your own leadership skills.
  • Understand how to assess Leadership Skills of current M&R Team.
  • Understand how to identify potential leaders rather than just the best technicians.
  • Be part of an energizing conversation about today's leadership challenges and how to address them

Workshop 27A: CMRP Question Writing Working Session 1

Full Day - 8:00 AM to 5:00 PM

(Taking place on both Monday and Thursday)

Jeffrey Copley, CMRP, Westwind Group, LLC

Back by popular demand is the SMRP exam question writing working session. Expand your knowledge about asset management best practices while also earning points toward the recertification of your CMRP or CMRT. This full-day interactive question writing session allows you to first learn the basics behind writing questions for possible inclusion within future exams, and then, once you have these skills, spend the remainder of this time actually writing questions that will be reviewed by a key member of the exam team. As a reminder, each question you write during this working session will count toward 8 hours credit of the 50 hours required for recertification once that question is approved by the facilitator of this session. More importantly, the knowledge you gain reviewing best practices literature can further improve your organization

Please note: you must be a current CMRP or CMRT to participate.

There is no cost to attend this session.


Thursday, October 19

Workshop 18: 10 Rights of Asset Management to Achieve Operational Excellence

Half Day - 8:00 AM to 12:00 PM

Ramesh Gulati, CMRP, Jacobs; Lynn Moran, CMRP, Jacobs
​Audience Level: Intermediate

Do your assets perform as expected or deliver the best value? Do you know the health of your assets or when they need to be replaced or modified? Do you know what kind of competencies – skill sets your operator or maintainer needs to have in the next two years? Are you involved in new asset acquisition? Do you have a process established to take care of all of these questions and much more?

This workshop is designed to guide you in establishing a practical and an effective Asset Management (AM) process which maximizes return on your assets and can meet ISO’s AM standard compliance requirements.
This workshop covers the following topics:

  • Introduction 
    • Organization’s Goals / Expectations
    • Asset’s Role in Delivering Value
  • Asset Performance Factors
  • Asset Management Standards and 10 Rights
  • Establishing an Asset Management Process
  • Lessons Learned and Challenges

Learning Objectives

  • Role of assets
  • Defining AM 
  • Asset performance factors
  • 10 Best practices – RIGHTS
  • AM related standards
  • Establishing an AM Standard

Workshop 20: Practical Reliability, Availability and Maintainability (RAM) Analysis Fundamentals

Half Day - 1:00 PM to 5:00 PM

Daniel Farley, HBM Prenscia: ReliaSoft; Adamantios Mettas, HBM Prenscia: ReliaSoft
Audience Level: Beginner

A practical and interactive workshop that will help attendees understand some of the challenges maintenance faces in utilizing asset management data and how to apply reliability engineering concepts and methods for repairable systems analysis and maintenance planning. In this workshop, you will explore concepts and applications for system reliability and maintainability analysis and optimization utilizing life data analysis, reliability block diagrams (RBD) and fault tree analysis (FTA) approaches. Attendees will learn how to analyze failure and repair data through practical, hands-on use of software tools from ReliaSoft's Synthesis platform, including life data analysis with Weibull++ and building simple to complex reliability models using BlockSim. Workshop exercises will show you how to identify critical components (or failure modes) and determine the most effective ways to improve system performance through design improvements and/or preventive maintenance actions. You will use simulation to facilitate decision-making in a variety of areas, such as scheduling maintenance, planning for spares, identifying bottlenecks in production throughput and estimating life cycle costs.

The topics and learning objectives for the Practical RAM Analysis Fundamentals workshop will provide hands-on exercises in how to assess the current capabilities of systems and then use that knowledge to make decisions on maintenance actions. While a 4-hour workshop will not provide the time to deep-dive all seven elements of the Equipment Reliability pillar, we will expose attendees to the evaluation of equipment reliability, using data in strategic reliability planning, application of cost-benefit analysis used to optimize maintenance tasks.

Attendees will need to bring a laptop that they can install software on to this workshop.

Workshop 21: Implementing a Reliability Improvement Program from Scratch

Two Day (Thursday & Friday) - 8:00 AM to 5:00 PM

Jason Tranter, CMRP, Mobius Institute
Audience Level: Intermediate 

By now you are probably well aware about why you need to improve reliability. And you are also aware of all the key elements of a reliability initiative: RCM, FMEA, PMO, RCA, work management, CBM, VA, IR, UT, MCA, precision lube/align/balance/operation, etc. etc. But has that really helped you, or are you frustrated that you have spent a lot of time and money and don’t have the results you hoped for. Well, this workshop aims to end the frustration by giving you a step-by-step plan that guides you through the correct steps in the correct order. It will include (not everything is mentioned here):

  • Determine what your goals should be
  • Audit your current performance and practices
  • Begin measuring key metrics and never stop
  • Gain site support and keep it
  • Begin some proactive “demonstration projects”
  • Build the plan and business case
  • Gain real, sustained senior management support
  • Establish the steering committee with proper support
  • Develop a detailed plan (including the key culture change component)
  • Begin the roll-out with total employee engagement
  • Gain control of maintenance (break out of the reactive cycle)
  • Formerly begin implementing proactive/precision maintenance tasks
  • Establish a basic work management and spares management program and grow it to “world class”
  • Establish a basic condition monitoring program and grow it to real condition based maintenance
  • Involve operations to improve relations, improve operational practices, and utilize “operator care”
  • Take a defect elimination approach to improve the entire life cycle from design to disposal

In addition to the above list, we will discuss in detail how to:

  • Recognize the challenges associated with the human psyche and learn how to change the reliability culture
  • Assess the strengths and weakness of your current situation utilizing methods such as accelerated RCM, PMO and RCA
  • Utilize continuous improvement to ensure you retain complete support and thus maintain momentum

We have two days to discuss a lot of topics, but they are all extremely important we just don’t believe you should gloss over any of them. We will ask attendees to complete a survey before the workshop so we better understand everybody’s current position and goals.

Learning Objectives

  • Understand why the most common approaches do not succeed
  • A detailed plan to successfully implement a sustainable reliability improvement initiative
  • How to gain management support and develop the culture of reliability
  • How to assess your current strengths and weaknesses and build a sensible plan
  • How to take control of maintenance and build a relationship with operations
  • How to sustain the benefits

Workshop 22: Basics of Electrical Insulation Materials for Machines

Full Day - 8:00 AM to 5:00 PM

Dr. Nancy Frost, Gerome Technologies
​Audience Level: Beginner

Have you wondered how materials for motors and generators are selected? What’s the difference in them? What is important? This course will focus on answering those questions. The fundamentals of electrical insulation materials and testing for motors or generators over a range of thermal and voltage (600V to 23,000V) needs will be discussed. An introduction to basics will be given prior to main aspects of insulation materials and applications. Major test methods and standards used in selecting and qualifying insulation systems will be reviewed. And then you will be able to answer the burning question “Why is insulation important?”!

The focus of this course is the basic aspects of insulation materials for the novice. The fundamental aspects of insulation materials will be covered, including material selection and tradeoffs as well as measurements of material and system performance. 

The course covers the fundamental electrical insulation materials, including the properties and use of the various types of insulation. Included will be discussions of materials for low to high voltage applications. The major test methods and standards used in selecting and qualifying insulation systems will be discussed, as well as an introduction to electricity at the basic and introductory level.

Who Should Attend?
Both technical and non-technical personnel would find this course useful. 
Engineers who desire a more in-depth knowledge of motor/generator components.
Marketing and Sales Managers who need to understand the basics of electrical insulation.
Maintenance, Service and Technical staff responsible for electrical machinery systems.
Management of any level.
Refresher course for experienced engineers to gain more insights into insulation systems.

Upon completion of this course, attendees will be able to:

  • Describe the components of electrical insulation.
  • Select material options for insulation systems.
  • Identify fundamental material and system testing that could be performed.
  • Learn from case studies and practical insulation material solutions.
  • Interactive instruction and hands-on of materials.

Workshop 23: Design for Reliability - Operations & Maintenance Involvement in Capital Projects

Half Day - 8:00 AM to 1:00 PM

David Armstrong, CMRP, Bentley Systems
​Audience Level: Intermediate 

Most organizations view the asset start of life either at or after commissioning, yet to realize maximum asset value, organizations need to front load the design phase of the asset life cycle with increased reliability engineering and have a greater understanding of the asset’s state throughout its life. Once in operation, the consequences of asset failure can affect safety, the environment, asset performance and overall efficiency. Sometimes it is the operating condition, maintenance practices, or operator error that causes the failure, but sometimes the problem is tied to the functional design of the asset. 

You can reduce or eliminate some failure modes/effects and therefore, failure consequences if maintenance and operations personnel are involved in the design stage. This is design for “TOTEX” – the entire lifecycle of the asset to reduce costs and improve performance through the whole life management of assets. In addition, a common data environment is an emerging best practice between reliability and engineering. Tracking and managing assets, asset configurations and changes, related documents, records, people, events, processes and projects in one centralized system ensures a better understanding of an asset’s current state, can compare to its design basis and regulatory requirements. A common data environment ensures you have accurate asset information in context when and where you need it and is a critical success factor in maintaining the ability of a physical asset to perform its intended function. 

Learning Objectives 

  1. Gain an understanding of the need and role of a single source of truth for engineering and asset information. 
  2. Understand how a common data environment can be used as a reference point from which data can be compared against to make stronger and timely decisions for their critical assets.
  3. Learn how involving operations and maintenance in the design phase can reduce or eliminate failure modes that can be costly once in operation.

Workshop 24: Lubrication Excellence Fundamentals

Full Day - 8:00 AM to 5:00 PM

Terry Harris, CMRP, CMRT, Reliable Process Solutions
​Audience Level: Intermediate 

This course will teach why Lubrication Excellence is important to a facility or operation. This process has great value in any industry but is especially important in mining, power, Oil and Gas, and any dirty or wet environment. There can be a 3-8 life increase factor on rotating equipment. This training can be for any level of employee or management. The training will cover all the fundamentals of receiving, storing, and applying the lubes. It will teach about the proper equipment needed and how to design perfect storage.

Learning Objectives

  • How to order the correct lubes for the application
  • How to test new lubes for proper additives
  • How to receive and store lubes
  • How to properly apply lubes to the equipment
  • How to test for lubricant effectiveness in equipment
  • How to design proper lube storage

Workshop 25: Hop Off the Hamster Wheel and Implement a New Direction Using the SMRP Body of Knowledge

Full Day - 8:00 AM to 5:00 PM

Jeff Shiver, CMRP, People and Processes, Inc.
​Audience Level: Intermediate 

Working in reactive organizations is like being on a hamster wheel. It’s vicious cycle of despair that seems never-ending. It’s clearly not a walk in the park. No matter how fast you run, the view never changes. If you stop running, you get run over or displaced. There is a better way. In this presentation, Jeff Shiver CMRP will provide specific steps that you can take to chart and implement a proactive journey inside your organization. 

To do this, Jeff will use the SMRP Body of Knowledge as a framework along with his experience and case studies from organizations across the world. We will address:

  • Establishing the business case and building management support
  • Developing and implementing the strategic roadmap
  • Measuring and managing to get results.
  • Managing risk with business processes and continuous improvement
  • Driving value with asset reliability concepts such as FMEA, RCM and RCA
  • Organizational alignment and development techniques
  • Establishing the work management foundation

As part of the interactive workshop, there will be exercises that demonstrate the learning concepts, discussions and polls, and quizzes to validate your takeaways. This workshop is quick study not only of the SMRP BoK, it incorporates the implementation activities as well.

Workshop 26: SMRP Metrics Workshop

Full Day - 8:00 AM to 5:00 PM

Paul Dufresne, CMRP, DCS, LLC
​Audience Level: Intermediate 

How do you know which metrics truly matter? As an SMRP member one of your greatest resources is the SMRP Compendium of Metrics. In this workshop, you’ll gain insights into the latest thinking on maintenance and reliability metrics. Attendees will learn the process of using the metric hierarchy for linking maintenance and reliability activities to the organization’s strategy. Using this proven process, M&R practitioners will be able to demonstrate maintenance and reliability’s impact on an organization. Best practices will be discussed on the metrics used for the 5 pillars of the body of knowledge for M&R practitioners. M&R metrics are an important tool for business leaders in their effort to provide valuable insight as it relates to better business results.

SMRP’s Best Practices Committee will present a hands-on workshop reviewing the standard definitions and application of common Maintenance and Reliability Metrics developed by this committee. The attendee will understand how to measure performance consistently, make valid comparisons, and provide guidance to their organization on how to use these indicators. The workshop is interactive using specific examples to apply and calculate the metrics.

Learning Objectives

  • Examine the process for determining the right set of metrics for your business
  • Understand the process (metric hierarchy) for linking M&R metrics to the organization’s strategy
  • Identify metrics that measure efficiency, effectiveness and strategic execution
  • Practice calculating M&R metrics using formulas and sample data sets
  • Discuss the value of dashboards/scorecards as a tool to track strategic execution
  • Discuss effective techniques of data reporting so that management can use the information to make better decisions

Workshop 27B: CMRP Question Writing Working Session 2

Full Day - 8:00 AM to 5:00 PM

(Taking place on both Monday and Thursday)

Jeffrey Copley, CMRP, Westwind Group, LLC

Back by popular demand is the SMRP exam question writing working session. Expand your knowledge about asset management best practices while also earning points toward the recertification of your CMRP or CMRT. This full-day interactive question writing session allows you to first learn the basics behind writing questions for possible inclusion within future exams, and then, once you have these skills, spend the remainder of this time actually writing questions that will be reviewed by a key member of the exam team. As a reminder, each question you write during this working session will count toward eight hours credit of the 50 hours required for recertification once that question is approved by the facilitator of this session. More importantly, the knowledge you gain reviewing best practices literature can further improve your organization

Please note: you must be a current CMRP or CMRT to participate.

There is no cost to attend this session.

Workshop 28: Building the Reliability Business Case

Full Day - 8:00 AM to 5:00 PM

Paul Casto, CMRP, GE Digital
​Audience Level: Intermediate 

This is an overview course open to a diverse group of individuals who have a need to understand business case development and the value creation process. These skills are often required to justify projects and then to verify the benefits realized by the project. This is a two part process which begins with the development of a robust and defensible business case but also must include a value planning, creation, capture and documentation strategy. During this session we will discuss the elements of the business case, how to build the business case and how to create and execute a value capture plan.

Learning Objectives

  1. Understand the elements of a business case
  2. Learn how to present the business case
  3. Appreciate the need for the value creation and capture plan
  4. Know how to develop and execute the value creation and capture plan
  5. Be able to verify created benefits from the project to the original business case

Workshop 29: The Reliability Game

Full Day - 8:00 AM to 5:00 PM

Bruce Hawkins, CMRP, Emerson Automation Solutions
​Audience Level: Intermediate 

The Reliability Game® workshop is designed to teach participants how to make the transition from a reactive to a proactive maintenance environment. They will learn to “follow the money” and further their understanding of the business decisions behind reliability. It is hard for anyone to accept a new and unfamiliar approach to an activity they have already mastered. Getting many people to change at once is an even greater challenge. The Reliability Game® lowers resistance to change by letting people experience a different role in a simulated environment that demonstrates this transition. They often take away enthusiasm for a better way to work.

Learning Objectives

  • The financial opportunity associated with proactive maintenance
  • Where the money goes
  • How to stop wasting money
  • The true power and value of communication between the 4 primary areas having the most impact on asset lifecycle value – Finance, Operations, Maintenance and Supply Chain 

The concept is simple: each team determines the best way to manage their equipment, money, time, labor and material resources.

Workshop 30: Manage Your Oil Analysis Data – Interpreting Data like a Boss

Half Day - 8:00 AM to 12:00 PM

Wes Cash, CMRP, Noria Corporation
​​Audience Level: Intermediate

Excellence in oil analysis begins with successful sampling. Most people understand that by extracting the most representative oil sample, we get better insight into the health of the machine as well as the health of the lubricantThis process can yield tremendous benefits in both reduced maintenance cost and reduced downtime, few people get the most from their oil analysis programs. This is largely due to how well we can interpret the results of the current analysis we are performing.

To those without familiarity to testing, the results may look like a different language. In this workshop, we will discuss some simple methods that can be used to translate this language into something that we can take action on and start saving money. The first step in this translation process is understanding what the different oil analysis tests are, and what they can tell us.

Similar to visiting a doctor to have routine blood work, we often subject our oil to a barrage of tests to get the most data we can about it and the machine. Following this same example, the blood extracted from our bodies follow a strict chain-of-custody protocol, so too must our oil samples to ensure the integrity of the data remains intact. Just a few simple mistakes can radically alter how accurately we can decipher the oil analysis reports.

Oftentimes we rely on the oil analysis laboratory to let us know when there is a problem with the sample. If the report says “normal” we forget about it and go about our routine work. There is valuable data in these “normal” reports that may indicate severe issues that need to be addressed immediately. During the course of this workshop we will discuss the best way to decipher results, learn the common oil analysis tests, and discover hidden trends that may impact the way we perform maintenance at our facilities.

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To develop and promote excellence in maintenance, reliability and physical asset management.

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Society for Maintenance & Reliability Professionals

3200 Windy Hill Rd, SE, Suite 600W
Atlanta, GA 30339