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IMPACT! Fostering Community. Elevating Learning. Embracing Purpose.
The Community of Human and Organizational Learning’s 30th Annual Learning Conference!

From June 10th to 14th, our gathering at the stunning Hilton Lake Las Vegas in Henderson, NV, promises three immersive days packed with insights, innovation, and collaboration. Dive into an array of complimentary workshops on Monday, kickstarting an enriching week, and explore paid workshops on Friday for a deeper dive into specialized topics.

Join us in this milestone – 30 years – as we delve into the realms of human and organizational learning, fostering connections and paving the way for transformative ideas.

This year, our conference theme is IMPACT! Fostering Community. Elevating Learning. Embracing Purpose. But, what exactly does this mean?
Community: Forge connections that transcend the conference, building a network of support and inspiration that lasts a lifetime. This is a safe space where you can openly discuss successes and failures, surrounded by a community of educated and engaged individuals.
Learning: Prepare to expand your horizons and revolutionize your approach to learning. We’ll explore cutting-edge organizational, resilience, and safety models. Discover different ways organizations are harnessing learning to drive meaningful change and gain insights that will revolutionize your approach to knowledge transfer.
Purpose: Our purpose is clear: facilitating opportunities for people to take their organizational and personal impact to new heights.





Simple
Expanded
Grid
By Venue
Sunday, June 9
 

2:00pm PDT

Conference Registration/Check In
Requires pre-conference workshop registration and attendance.  Breakfast counts are submitted based on workshop registrations.
Conference Presenters
avatar for Mary Webb

Mary Webb

CHOLearning Secretary | Treasurer, Community of Human and Organizational Learning
Mary is retired after 36 years of service with DTE Energy and currently serving as the Secretary / Treasurer for the Community of Human and Organizational Learning.Led DTE Energy corporate initiative to implement Human Performance Improvement initiatives across the Company.Certified... Read More →

Conference Support Team
avatar for Jada Major

Jada Major

CHOLearning Registration Team, Community of Human and Organizational Learning
avatar for Katrina Major

Katrina Major

CHOL Registration Team, Community of Human and Organizational Learning
avatar for Sahara Major

Sahara Major

CHOLearning Registration Team, Community of Human and Organizational Learning
avatar for Ute Ingersoll

Ute Ingersoll

Administrative Support, CHOLearning Registration Lead, MI Computers

Sunday June 9, 2024 2:00pm - 5:00pm PDT
Conference Registration/Check-In Desk- Lobby Level: 3rd Floor
  Registration, Pre Conference

2:00pm PDT

Speaker Check-in with Tech Team
All Speakers, please check in with the Tech team upon arrival or at least the day before you are scheduled to present.

Conference Presentations: Please bring your actual presentation to the conference on a USB DRIVE (PowerPoint or whatever) and connect with the Tech's upon arrival so that we can assure EVERYTHING RUNS CORRECTLY on our computers and your AV needs are met.

This is a critical step to assure our conference program is executed flawlessly.

To arrange a meet-up, stop by the registration desk, Piazza, or reach out by calling or texting:
JOSH INGERSOLL at 303-919-7984
MIKE INGERSOLL at 720-810-6093

Conference Support Team
avatar for Branden Ingersoll

Branden Ingersoll

AV Technician, MI Computers
avatar for Josh Ingersoll

Josh Ingersoll

Lead Technician, MI Computers
avatar for Mike Ingersoll

Mike Ingersoll

Founder, MI Computers
avatar for Savannah Major

Savannah Major

CHOLearning Tech Support Team, Community of Human and Organizational Learning

Sunday June 9, 2024 2:00pm - 5:00pm PDT
Piazza (Support Team)- Garden Level: 1st Floor
  Registration, Pre Conference
 
Monday, June 10
 

6:00am PDT

Pre-Conference Workshop Registration/Conference Check In
Requires pre-conference workshop registration and attendance.  Breakfast counts are submitted based on workshop registrations.
Conference Presenters
avatar for Mary Webb

Mary Webb

CHOLearning Secretary | Treasurer, Community of Human and Organizational Learning
Mary is retired after 36 years of service with DTE Energy and currently serving as the Secretary / Treasurer for the Community of Human and Organizational Learning.Led DTE Energy corporate initiative to implement Human Performance Improvement initiatives across the Company.Certified... Read More →

Conference Support Team
avatar for Jada Major

Jada Major

CHOLearning Registration Team, Community of Human and Organizational Learning
avatar for Katrina Major

Katrina Major

CHOL Registration Team, Community of Human and Organizational Learning
avatar for Sahara Major

Sahara Major

CHOLearning Registration Team, Community of Human and Organizational Learning
avatar for Ute Ingersoll

Ute Ingersoll

Administrative Support, CHOLearning Registration Lead, MI Computers

Monday June 10, 2024 6:00am - 5:00pm PDT
Conference Registration/Check-In Desk- Lobby Level: 3rd Floor
  Registration, Pre Conference

7:00am PDT

Pre-Conference Workshop Breakfast
Requires pre-conference workshop registration and attendance.  Breakfast counts are submitted based on workshop registrations.

HEART HEALTH CONTINENTAL

Orange | Grapefruit | Cranberry Juice
Cucumber and Mint Infused Water
Seasonal Sliced Fruit | Berries
Cottage Cheese
Assortment of Bagels | Cream Cheese | Butter | Preserves
Smoked Salmon 2oz | Tomato | Onion | Capers (GF)
Antioxidant Sliced Blueberry Breakfast Bread
Individual Yogurt, Granola
Chilled Hard-Boiled Eggs (GF)
Old Fashioned Oatmeal, Honey, Cinnamon and Raisins
Cheerios & Special K Cereal | 2% | Soy | Almond | Whole Milk
Cage Free Scrambled Eggs | Applewood Bacon
Monday June 10, 2024 7:00am - 8:00am PDT
Event Center- Garden Level: 1st Floor
  Conference Meals, Pre Conference

8:00am PDT

Causal Analysis for HOP-Heads: A New View of Retrospective Learning
When adverse events occur (or nearly occur), a formal investigation and report is desired – and often required.  HOP principles offer a terrific framework for how we effectively work and learn together, but they do not provide a defined, structured process or output. Modern retrospective learning (RCA 2.0?) includes a combination of HOP principles along with just the right amount of structure and support.  Attendees for this course will learn how to facilitate an “organized learning event” incorporating HOP principles along with a step-by-step process for structured retrospective learning.  Attendees receive one-year free subscription to Causelink software.
Conference Presenters
avatar for Brian Hughes

Brian Hughes

President, Co-founder, Sologic
President & Co-founder of Sologic, a global provider of root cause analysis training, consulting, and software.  Since 2000, Brian has worked with clients to develop and implement enterprise-wide RCA programs.  He leads significant incident investigations, including explosions... Read More →

Monday June 10, 2024 8:00am - 12:00pm PDT
Deserto (Breakout #6)- Garden Level: 1st Floor
  4-Hour Workshop, Pre Conference AM

8:00am PDT

Firing up the brain chemistry of connection: Co-creating work where everyone feels good and performs beyond your imagination.
We will simplify the soft skills that are hard, demystify abstract concepts such as emotional intelligence, social intelligence and psychological safety to provide easy to use practical concepts.
In this workshop you will gain:
1. An understanding of how to use the brain chemistry of connection.
2. How to create positive emotions to stimulate the intrinsic motivation necessary for collaboration beyond engagement.
3. How to create more of the things that you need to deliver the performance you desire.

Conference Presenters
avatar for Devyn Feinman

Devyn Feinman

Change Enabler, Orgtree.Me
Devyn Feinman is a communication solutions designer that has a passion for helping people move past blockages to start seeing results. She sees every challenge as an opportunity to connect diverse perspectives, identify a shared purpose, and create a story for others to follow. Her... Read More →
avatar for Andrew Barker

Andrew Barker

Chief Intrapreneur, Orgtree.Me
Andy brings practical simplicity to safety.With over 25 years of experience, Andy has delivered beneficial, sustainable, organization-wide engagement that improves more than safety and wellbeing. Having worked across the US, Europe, Africa, the Middle East, and the Far East, Andy... Read More →

Monday June 10, 2024 8:00am - 12:00pm PDT
Vineyard (Breakout #2)- Garden Level: 1st Floor
  4-Hour Workshop, Pre Conference AM

8:00am PDT

Holistic HOP - Lessons Learned from Over 400 Deployments
FIT has deployed and integrated the HOP principles to achieve operational excellence in over 400 organizations in 20 countries and 14 languages.  Over the 30 years we have been educating and integrating we have learned quite a few lessons.  This 4-hour interactive session will help you understand some of the lessons without having to experience some of the tougher ones and allow for an opportunity to hear how and why successful deployments work.  Specific topics will include:
·                  Moving from leaders supporting improvement to them DRIVING improvement
·                  Providing leaders tools to drive operational excellence
·                  Understanding the balance of education, integration, and sustainability
·                  Workforce tools and how to make them effective
Take this opportunity to have some detailed discussions with people who have actually made it work.  Walk away with decades of knowledge on what works and what doesn't so you can start applying it in your organization, regardless of where you are on your operational excellence journey.

Conference Presenters
avatar for Ray Fisher

Ray Fisher

Training Director and Support Manager, Fisher Improvement Technologies
Ray is Training Director and Support Manager. Prior to joining FIT, he was a Project Manager for a supply chain consulting firm for 13 years where he used proven Human Performance technologies to achieve multiple successes on large retrofit projects of major warehouses. The integration... Read More →
avatar for Rob Fisher

Rob Fisher

President, Fisher Improvement Technologies
Rob is a pioneer in Human and Organizational Performance and all aspects of organizational learning including incorporating the understanding of personality diversity into risk management.  He brings an integration mentality to consulting, along with a globally recognized capability... Read More →

Monday June 10, 2024 8:00am - 12:00pm PDT
Montelago I (Breakout #3)- Garden Level: 1st Floor
  4-Hour Workshop, Pre Conference AM

8:00am PDT

Humble Inquiry in Practice Workshop
As safety practitioners and operational leaders, moving from telling to inquiring may be a radical adjustment. It may be uncomfortable. We may have spent our careers telling others what to do and are now being asked to lead with key questions, listen, reflect, learn, and act.
Safety-I came with a culture of “do and tell.” It was individualistic, transactional, and task oriented. Yet we know that telling closes people down, implies the other person doesn’t already know what is being told (i.e., they ought to know), can cut off the sharing of important information, and limits relationship building.
Safety-II is about building trust and relationships.

Being curious and asking in a humble manner is a core activity of relationship building and collective sense-making. “Being humble enquirers helps us see with more clarity, abandoning the certainty that comes with believing we have all the answers.” Schein

Humble inquiry is the:
Art of drawing someone out, asking questions you don’t already know the answers to, and building a relationship based on curiosity and interest in another person.
Attitude that includes listening more deeply to how others respond to our inquiry, responding appropriately, and revealing more of ourselves in the relationship-building process.
In this interactive workshop, we will explore how to apply the concepts of humble inquiry to event learning, learning from work as done, sensemaking, and more. We will practice humble inquiry with “Yes and…” improvisation exercise. Reference Humble Inquiry, Edgar Schein, Peter Schein, 2nd Edition, 2021
Conference Presenters
avatar for Beth Lay

Beth Lay

Director, Forge Works
Beth’s expertise is in applying Resilience Engineering, High Reliability Organizing, Safety II, and Human and Organizational Performance.Beth advised NASA on "engineering" to increase resilience of International Space Station operations support. She is currently co-leading a rewrite... Read More →

Monday June 10, 2024 8:00am - 12:00pm PDT
Monte Vista (Breakout #5)- Garden Level: 1st Floor
  4-Hour Workshop, Pre Conference AM

8:00am PDT

Leadership Experience at an Accelerated Pace (LEAP Performance Model) Part 1
Cultures are shaped by three elements: the written word, the spoken word and most importantly, modeled behavior. The behavior that influences a culture the most is the degree to which leaders focus on what they want for the people who perform the work rather than solely on what they want from the people they are supposed to support.  The difference between a bureaucratic system that seeks to ensure it continues to exist and a supportive culture that helps its team members improve and sustain their capacity and capabilities has never been more evident in recent years. During this highly interactive workshop, participants will complete a Personalized Skills Inventory that helps explore their individual strengths and opportunities for improvement in four key areas: choice-making, managing issues before they escalate to conflict, improving task performance and transition management. The cognitive and hands on activities focus on specific principles and associated practices relevant to continuously improving results by adequately managing risks in a constantly changing, unpredictable work environment.
Conference Presenters
avatar for Joe Estey, Sr.

Joe Estey, Sr.

Senior Performance Improvement Specialist, CHOLearning Director, Lucas Engineering & Management Services
Joe Estey has over 40 years’ experience training and consulting first line workers, foremen, supervisors, department managers and executives in Human Performance Improvement and effective leadership and management principles and practices. He works routinely with forest management... Read More →

Monday June 10, 2024 8:00am - 12:00pm PDT
Montelago II (Breakout #4)- Garden Level: 1st Floor
  4-Hour Workshop, Pre Conference AM

8:00am PDT

Rules That Work: Crafting Effective Guidelines in a DARC World
Work is often Dynamic, Ambiguous, Risky, and Complex (DARC). Rules don’t always “work” in the DARC. How can we ensure that the rules we implement actually work? Join us for an insightful session where we delve into the principles of crafting rules that truly serve their purpose.
We'll provide practical tools, including the Dumb Rules Audit (DRA) and Rules for Rules (RfR), designed to help you implement the principles and practices of effective rule-making. Through a Human and Organizational Performance (HOP) lens, we'll empower attendees to:

  • Identify dumb rules, understand their origins, and critically analyze why they fail.
  • Craft rules that are clear, actionable, and beneficial.
  • Declutter your existing library of rules, addressing and refining inherited policies that are outdated or counterproductive.
Don't miss this opportunity to gain valuable insights, exchange best practices, and transform your approach to rules. Join us and take the first step towards a more agile, resilient, and successful organization.
Conference Presenters
avatar for HEATHER KAHLE

HEATHER KAHLE

Principal Consultant/Owner, Ascent Systems Innovation Group
Heather’s passion is empowering organizations and audiences to embrace and operationalize systems thinking and Human and Organizational Performance (HOP) methods.She earned a master’s degree in Human Factors and System Safety from LUND University dedicating her thesis and subsequent... Read More →
avatar for Brad Mayhew

Brad Mayhew

Founder, Anchor Point Training
Brad Mayhew has led and consulted on investigations nationwide, including the Yarnell Hill Fire(2013), Pagami Creek (2010), Coal Canyon (2010), and Freezeout Ridge (2014), as well as otherinteragency, interregional, and international investigations. He has a master’s degree in Human... Read More →

Monday June 10, 2024 8:00am - 12:00pm PDT
Tuscany (Breakout #1)- Garden Level: 1st Floor
  4-Hour Workshop, Pre Conference AM

12:00pm PDT

Pre-Conference Workshop Lunch
Requires pre-conference workshop registration and attendance.  Lunch counts are submitted based on workshop registrations.


Monday June 10, 2024 12:00pm - 1:00pm PDT
Event Center- Garden Level: 1st Floor
  Conference Meals, Pre Conference

1:00pm PDT

Building Resiliency: Anticipating Future Failures and Preventing Them Before They Happen
No one can predict the future with precision, but most of us agree that it makes good sense to anticipate what might happen so we can plan accordingly.  Failure Modes & Effects Analysis (FMEA) is a formal process that comes from the world of Reliability and has been with us for decades.  And let’s face it – as done historically, it can be pretty mind-numbing and boring!  What a shame - this does absolutely does not have to be the case!  By incorporating HOP principles, streamlining the process, and prioritizing Learning over all else, we can create an optimal learning environment that results in vastly more resilient systems!  Attendees will receive a puppy at the end of the course. (just kidding – but we can all head to the LV Humane Society and pick out puppies if people want after class)
Conference Presenters
avatar for Brian Hughes

Brian Hughes

President, Co-founder, Sologic
President & Co-founder of Sologic, a global provider of root cause analysis training, consulting, and software.  Since 2000, Brian has worked with clients to develop and implement enterprise-wide RCA programs.  He leads significant incident investigations, including explosions... Read More →

Monday June 10, 2024 1:00pm - 5:00pm PDT
Deserto (Breakout #6)- Garden Level: 1st Floor
  4-Hour Workshop, Pre Conference PM

1:00pm PDT

HPI Reviews for Specific Administrative Controls
When you absolutely, positively HAVE to rely on the human, you need to be able to help them succeed. During this interactive workshop, you will learn how to evaluate specific administrative controls based on HPI principles, to assure positive outcomes. Come prepared to evaluate an administrative control from your own workplace, or use an example provided by the facilitators. Either way you’ll have a great time while learning how to better manage work planning!.
Conference Presenters
avatar for Lauri Minton

Lauri Minton

Sr. Quality Engineering Specialist, Consolidated Nuclear Security, Pantex
With 36 years’ experience at Pantex Plant near Amarillo, TX, Lauri has amassed a deep skill set & works well across all disciplines. She earned three prestigious site honors: The Heart of Pantex, the General Manager’s Achievement, & the Security Initiative awards. She currently... Read More →
avatar for Meredith Long

Meredith Long

Quality Assurance Engineer, CNS Pantex
With 8 years of experience at the Pantex Plant near Amarillo, TX, Meredith has cultivated an ever-growing skill set and experience across all disciplines. She has earned many certificates for Causal Analysis Specialist and Human Performance Improvement Practitioner. She currently... Read More →

Monday June 10, 2024 1:00pm - 5:00pm PDT
Tuscany (Breakout #1)- Garden Level: 1st Floor
  4-Hour Workshop, Pre Conference PM

1:00pm PDT

Integrating HOP to create engagement, sustainment and improve business results
Are you looking for a system that helps you improve your business results that is fundamentally based on HOP concepts?  During this workshop we will breakdown the components of a highly successful system that integrates HOP, Lean and Open Book Management.

You will be exposed to some practical tools to build your business strategy and then execute it. Along the way we will talk about the importance of leveraging your work force of problem solvers. This all becomes possible when HOP is your foundation.
Conference Presenters
avatar for Kurt Kidwell

Kurt Kidwell

Continuous Improvement Manager, AEP/SWEPCO
Kurt Kidwell is a seasoned professional with an extensive and diverse career spanning over 30 years in customer service, manufacturing, and entrepreneurship. For the past two decades, Kurt has been a driving force in the electric utility sector, making a significant impact and demonstrating... Read More →
avatar for Drew Seidel

Drew Seidel

VP Distribution Region Operations, Vice President at the Community of Human & Organizational Learning, AEP SWEPCO
Drew Seidel - Vice President Distribution Region Operations for AEP SWEPCO and Vice President of CHOL LearningOver 30 year's experience in the electric power industry in both Generation and Distribution. Currently responsible for the distribution system for SWEPCO's 550,000 customers... Read More →

Monday June 10, 2024 1:00pm - 5:00pm PDT
Montelago I (Breakout #3)- Garden Level: 1st Floor
  4-Hour Workshop, Pre Conference PM

1:00pm PDT

Leadership Experience at an Accelerated Pace (LEAP Performance Model) Part 2
Cultures are shaped by three elements: the written word, the spoken word and most importantly, modeled behavior. The behavior that influences a culture the most is the degree to which leaders focus on what they want for the people who perform the work rather than solely on what they want from the people they are supposed to support.  The difference between a bureaucratic system that seeks to ensure it continues to exist and a supportive culture that helps its team members improve and sustain their capacity and capabilities has never been more evident in recent years. During this highly interactive workshop, participants will complete a Personalized Skills Inventory that helps explore their individual strengths and opportunities for improvement in four key areas: choice-making, managing issues before they escalate to conflict, improving task performance and transition management. The cognitive and hands on activities focus on specific principles and associated practices relevant to continuously improving results by adequately managing risks in a constantly changing, unpredictable work environment.
Conference Presenters
avatar for Joe Estey, Sr.

Joe Estey, Sr.

Senior Performance Improvement Specialist, CHOLearning Director, Lucas Engineering & Management Services
Joe Estey has over 40 years’ experience training and consulting first line workers, foremen, supervisors, department managers and executives in Human Performance Improvement and effective leadership and management principles and practices. He works routinely with forest management... Read More →

Monday June 10, 2024 1:00pm - 5:00pm PDT
Montelago II (Breakout #4)- Garden Level: 1st Floor
  4-Hour Workshop, Pre Conference PM

1:00pm PDT

Learning from why things go nearly wrong - Treating error as a consequence and not a cause for near miss, hits and incidents
How we treat “Human Error” from a system, and the organization’s cultural lens is vital for the mental health and safety of those who work on the front line.
For decades, we have been told of the link that incidents (near misses or near hits) are a precursor to more significant events. What we do know is that we have fewer accidents than incidents. And we have fewer incidents compared to the volume of everyday work.
This workshop will explore the relationships of “weak signals” in everyday work, incidents, and accidents. It will show how “weak signals” present in everyday work are “amplified” in incidents and become “strong” signals in accidents.
We will show you a practical way to “learn” from near misses, hits, and incident events by separating “human error” from the event and undertaking a “retrospective learning review” with the 4Ds and the launch of our latest tool, project “4X.”
Conference Presenters
avatar for Jeffery Lyth

Jeffery Lyth

Director, Learning Teams Inc North America
Jeff began his safety career over 30 years ago and has been recognized as an expert and innovator in workplace safety.He obtained two Canadian safety professional designations and served in a director level position for a decade before leaving safety management roles to work exclusively... Read More →
avatar for Brent Sutton

Brent Sutton

Founder, Learning Teams Inc
Brent Sutton is the founder of Learning Teams Inc and the author of "The Practice of Learning Teams", the whitepaper "Learning From Everyday Work" and the new book "4D's for HOP and Learning Teams".Brent works in partnership with organizations in the commercial, government and education... Read More →

Monday June 10, 2024 1:00pm - 5:00pm PDT
Monte Vista (Breakout #5)- Garden Level: 1st Floor
  4-Hour Workshop, Pre Conference PM

2:00pm PDT

Speaker Check-in with Tech Team
All Speakers, please check in with the Tech team upon arrival or at least the day before you are scheduled to present.

Conference Presentations: Please bring your actual presentation to the conference on a USB DRIVE (PowerPoint or whatever) and connect with the Tech's upon arrival so that we can assure EVERYTHING RUNS CORRECTLY on our computers and your AV needs are met.

This is a critical step to assure our conference program is executed flawlessly.

To arrange a meet-up, stop by the registration desk, Piazza, or reach out by calling or texting:
JOSH INGERSOLL at 303-919-7984
MIKE INGERSOLL at 720-810-6093


Conference Support Team
avatar for Branden Ingersoll

Branden Ingersoll

AV Technician, MI Computers
avatar for Josh Ingersoll

Josh Ingersoll

Lead Technician, MI Computers
avatar for Mike Ingersoll

Mike Ingersoll

Founder, MI Computers
avatar for Savannah Major

Savannah Major

CHOLearning Tech Support Team, Community of Human and Organizational Learning

Monday June 10, 2024 2:00pm - 5:00pm PDT
Piazza (Support Team)- Garden Level: 1st Floor
  Registration, Pre Conference

5:00pm PDT

Enjoy Henderson and Las Vegas area attractions
Monday June 10, 2024 5:00pm - 5:00pm PDT
 
Tuesday, June 11
 

7:00am PDT

Breakfast
Tuesday June 11, 2024 7:00am - 8:00am PDT
Event Center- Garden Level: 1st Floor
  Conference Meals, Conference Day 1

7:00am PDT

Conference Registration/Check-In
Conference Presenters
avatar for Mary Webb

Mary Webb

CHOLearning Secretary | Treasurer, Community of Human and Organizational Learning
Mary is retired after 36 years of service with DTE Energy and currently serving as the Secretary / Treasurer for the Community of Human and Organizational Learning.Led DTE Energy corporate initiative to implement Human Performance Improvement initiatives across the Company.Certified... Read More →

Conference Support Team
avatar for Jada Major

Jada Major

CHOLearning Registration Team, Community of Human and Organizational Learning
avatar for Katrina Major

Katrina Major

CHOL Registration Team, Community of Human and Organizational Learning
avatar for Sahara Major

Sahara Major

CHOLearning Registration Team, Community of Human and Organizational Learning
avatar for Ute Ingersoll

Ute Ingersoll

Administrative Support, CHOLearning Registration Lead, MI Computers

Tuesday June 11, 2024 7:00am - 4:00pm PDT
Conference Registration/Check-In Desk- Lobby Level: 3rd Floor
  Registration, Conference Day 1

8:00am PDT

30th Annual CHOL Conference Opening- Welcome and Day 1 Information
Moderator/Facilitator
avatar for Charles Major

Charles Major

Sr. Director of Operational Excellence and Human Performance at Vistra; President at the Community of Human & Organizational Learning, Luminant
Charles is an alchemist/evangelist/connector by nature and is passionate about big and disruptive ideas to improve the system/human interface and the leadership required to inspire discretionary effort. He leads the Operational Excellence & Human Performance efforts for Vistra; the... Read More →

Tuesday June 11, 2024 8:00am - 8:10am PDT
Grand Ballroom - Lobby Level: 3rd Floor
  General Session, Conference Day 1

8:10am PDT

30 Years- Really?
They say time flies, but for those of us who have been around since the beginning of this conference- it has REALLY flown!  Let's take a trip down memory and learning lane and start the next 30 years right.  
If you believe:
- Error is Normal - lets talk about some of the mistakes and fixes along the way
- Blame Fixes Nothing - Let's discuss how we had to manage blame along the way to get where we are
- Systems Influence Behaviors - Discover how we went from a few to hundreds
- Response Matters - How did the leaders of the CHOL change the trajectory
- Learning is Essential - That is why we are here!

Conference Presenters
avatar for Rob Fisher

Rob Fisher

President, Fisher Improvement Technologies
Rob is a pioneer in Human and Organizational Performance and all aspects of organizational learning including incorporating the understanding of personality diversity into risk management.  He brings an integration mentality to consulting, along with a globally recognized capability... Read More →

Tuesday June 11, 2024 8:10am - 9:30am PDT
Grand Ballroom - Lobby Level: 3rd Floor
  Special General, Conference Day 1

9:30am PDT

Break- 15 minutes
Tuesday June 11, 2024 9:30am - 9:45am PDT

9:45am PDT

The Next Frontier for EHS Software Utilizing Human and Organization Performance to Prevent Serious Injuries and Fatalities
When intelligently designed and deployed this effort will positively impact the complexity around serious injuries and fatalities.   By leveraging Enterprise Safety and Health Software that is built on the Human and Organizational Performance (HOP) principles, allows organizations a more detailed modeling approach to identify groups of individuals, processes, or conditions that may create an unsafe event or SIF accident.  In the absence of having software solutions that incorporate HOP Principles, safety professionals are often forced to conduct concurrent manual processes that take away precious capacity to apply the right resources as the right time to prevent SIFs.

Up until now, we know that the basis of most safety data to date has been lagging based on historical incidents and observed data. The very nature of how traditional software solutions have been organized focus heavily on prevention and truly little on recoverability and resilience. This creates significant challenges for organizations to evolve their SIF prevention process and align the organization on the principles that matter most.

This session will walk through how one organization is applying software differently to achieve better insights and better results. The software improvements that will be shared are based on the presenters’ experience regarding operationalizing HOP in numerous organizations they support and a longer history working with traditional software applications. What this story will tell attendees is how software supports better leader observations and their discussions in keeping the conversation of risk alive, how controls are measured to understand if you are “lucky” versus “good” and how event reviews are supported to shift the focus away from fixing “who” versus “what.”

Course Description for APP: (50 words)

Armed with the insight from safety data captured with these software changes organizations can now focus limited resources on the things where the greatest return can be maximized, i.e., preventing workplace serious injuries and fatalities. Setting the right performance metrics ensure the right information is delivered to the right level at the right time so leaders can act.
Relevance:

Safety and health performance is traditionally measured by lagging indicators that rely on injury and illness statistics. Unlike processes such as production, safety is consistently measured by failure instead of accomplishment. A proactive approach—utilizing enterprise safety and health software designed with Human and Organizational Performance as its foundations focuses on tracking safety and health performance on the things that can cause and prevents serious injuries and fatalities.

Objectives:
1.    How leader observations focused on three simple questions captured through software can be harnessed to address the most significant risks for an organization.
2.    Efficiently capture and report how controls contributed to or prevented the SIF or SIF Potential to identify weaknesses and reinforce for leaders are we "lucky" or are we "good".
3. Align HOP language to support event reviews that focus on fixing "what" versus "who"

Conference Presenters
avatar for Todd Hohn

Todd Hohn

Vice President Enironmental Safety and Health, ONE Gas/ONE Place Tower
Todd Hohn is vice president, EHS&Q)at ONE Gas. In his role, Hohn is responsible for the strategic direction and oversight of the EHS and Qualifications training team to support the ONE Gas safety culture and the continuous improvement of the environmental, health, safety, and operational... Read More →
avatar for Cary Usrey

Cary Usrey

Vice President of Growth, SafetyStratus
3+ Years - Machinist's Mate, U.S. Navy's Nuclear Power Program 13+ Years - Environmental, Health, & Safety Manager at a Waste-to-Energy Power Plant (General Industry)~ 3 Years - Business Unit Safety Director at a Construction Company13 Years - Manager of Professional Services & Process... Read More →

Tuesday June 11, 2024 9:45am - 10:35am PDT
Grand Ballroom - Lobby Level: 3rd Floor
  General Session, Conference Day 1

10:35am PDT

Break- 15 minutes
Tuesday June 11, 2024 10:35am - 10:50am PDT

10:50am PDT

Fireside Chat to “A Dynamic Non-Event with Ben, Ron, and Dave
Join Ben Goodheart, Ron Gantt, and Dave Provan on an adventure through some of the BS that permeates the world of safety. Whether it’s platitudes, half-truths, or fiction, Ron and Ben will look at a few common safety practices with a focus on stripping away noise and doing what works for the folks doing the work. By choosing a few key topics with the audience, we’ll share stories and experiences to provide practical ways to keep safety human-centered, effective, and fun.

Conference Presenters
avatar for Ron Gantt

Ron Gantt

HSE Director- Americas, Yondr Group
Ron Gantt is a safety and human factors professional with over 20 years experience in industries such as construction, chemical manufacturing, utilities, and high tech. He currently is HSE Director for the Americas for Yondr Group. Ron has undergraduate degrees in psychology and occupational... Read More →
avatar for Ben Goodheart, Ph.D.

Ben Goodheart, Ph.D.

Founder & Principal Consultant, Magpie Human Systems
Ben Goodheart is an organizational performance, safety, and leadership professional with over 30 years of experience. His diverse career began in the aviation industry, and his varied operational expertise affords him a variety of opportunities to practice within his passion. Today... Read More →
avatar for David Provan, Ph.D.

David Provan, Ph.D.

Managing Director, Forge Works
David understands how to lead organizational-wide strategy and change – to improve safety outcomes, having advised boards in energy, oil, gas, rail and construction for 15 years. Today, an international thought leader in safety management, David started out as a graduate safety... Read More →

Tuesday June 11, 2024 10:50am - 11:40am PDT
Grand Ballroom - Lobby Level: 3rd Floor
  General Session, Conference Day 1

11:40am PDT

Lunch
Tuesday June 11, 2024 11:40am - 12:30pm PDT
Event Center- Garden Level: 1st Floor
  Conference Meals, Conference Day 1

12:30pm PDT

Embedding, Scaling & Sustaining Safety Innovation with a Focus on Critical Risk
Tesla’s mission is to accelerate the world’s transition to sustainable energy. At Tesla EHSS we are laser focused on integrating HOP mindset into everything we do. HOP helps us ensure safeguards are based on the blue line. We are building our own Tesla EHSS data management system and HOP mindset is embedded into the system from Design to Reporting. MyEHS is our one stop shop for all EHSS activities. It integrates all EHSS information into one Tesla system. System deployment also enabled HOP aligned language in how we manage events.
For event learning, we have two approaches. SAFE Tool (Safeguard Analysis for Events) and Learning Teams. SAFE tool is simple with three questions 1. What safeguards existed and worked? 2) What safeguards existed and did not work? 3. What safeguards did not exist but could have worked). Learning teams are conducted on events as well as successful work. Environmental Social Governance is moving companies to report non-financial indicators on the 10k. For our lagging indicators, we are moving away from OSHA lagging indicators as lagging metrics and moving towards ASTM as the global metric for safety success. This allows us to focus on what is important rather than focusing on everything.
For our leading indicators, we have our Take Charge program. Take Charge program promotes a culture of improvement by empowering those closest to the work. Take Charge is used in 44 countries, 1616 locations, in 16 different languages. By January 2024, we had 1,136,000+ Take Charge submissions globally with more than 70,100 unique submitters.
We continue to track the traditional lagging indicators only within EHSS. However, we do not set targets for them, we do not include them on our executive dashboards, and we do not include them in our external reporting. They are for tracking/trending purposes and internal EHSS use only. Our focus tells the world what we prioritize.
As a key takeaway, we recommend the following: 1) Hire people that have HOP mindset so that systems, and processes naturally align as you move in your journey. 2) Focus on building capacity to fail safely over preventing all events. 3) Don’t set goals against lagging metrics. 4) Implement tools that enable learning from those closest to the work.
Conference Presenters
avatar for Gudmundur Thorsteinsson

Gudmundur Thorsteinsson

Human and Organizational Performance Lead, Tesla
Gudmundur has been in EHS since 2012 when he got his start in the aluminum industry. He graduated with his MSc in Occ Health & Safety Management from Loughborough University. While working at Alcoa, he was first introduced to Human & Organizational Performance principles. Applying... Read More →

Tuesday June 11, 2024 12:30pm - 1:20pm PDT
Grand Ballroom - Lobby Level: 3rd Floor
  General Session, Conference Day 3

1:20pm PDT

Break- 10 minutes
Tuesday June 11, 2024 1:20pm - 1:30pm PDT

1:30pm PDT

Harnessing the Power of Humor: Stand-Up Comedy Techniques to Transform Safety and Culture"
Introduction: In an era where safety and culture within organizations are paramount, traditional methods of engagement and education often fall short of making a lasting impact. This keynote presentation explores an innovative approach: utilizing stand-up comedy techniques to foster a culture of safety and enhance organizational culture.

Objectives and Scope: The presentation aims to demonstrate how storytelling, humor, and engagement techniques derived from stand-up comedy can create meaningful 'Aha' moments, fostering an environment where safety and culture thrive together. By dissecting elements such as the rule of three, audience engagement, callbacks, analogies, metaphors, and self-deprecating humor, we will delve into how these strategies can be effectively applied in non-comedic contexts to influence behavior and attitudes positively.

Main Arguments or Findings: Through a series of examples and case studies, we will uncover how humor can be a powerful tool for good, enabling everyone to find their unique comedic voice to create connections and act as influencers within their organizations. The presentation highlights the intrinsic link between truth and humor, showcasing how finding humor in everyday situations can enhance communication, creativity, and human connection.

Implications or Contributions: The implications of adopting stand-up comedy techniques extend beyond mere entertainment, serving as a catalyst for cultural transformation within organizations. This approach not only improves safety awareness and practices but also contributes to a more engaged, cohesive, and resilient workforce. By embracing humor as an essential element of communication, leaders and employees alike can foster a more inclusive and positive organizational culture.

Conclusion: Stand-up comedy offers more than just laughs; it provides a unique lens through which we can enhance safety culture and organizational engagement. By learning to wield humor effectively, we can create a workplace where safety is integrated seamlessly into the culture, and every individual feels valued and connected.
I can be contacted on +61 410 746 786 in Australia
Conference Presenters
avatar for Stephen Harvey

Stephen Harvey

Senior HSE Partner, Origin Energy
I have over 15 years of experience as a safety professional, working in various industries such as mining, manufacturing, oil and gas. My main goal is to help organisations build risk capability,and improve their safety learnings and leadership.I believe in using contemporary learning... Read More →

Tuesday June 11, 2024 1:30pm - 2:00pm PDT
Grand Ballroom - Lobby Level: 3rd Floor
  General Session, Conference Day 1

2:00pm PDT

Group Activity - Learning, Sharing, & Recognition
Conference Presenters
avatar for Charles Major

Charles Major

Sr. Director of Operational Excellence and Human Performance at Vistra; President at the Community of Human & Organizational Learning, Luminant
Charles is an alchemist/evangelist/connector by nature and is passionate about big and disruptive ideas to improve the system/human interface and the leadership required to inspire discretionary effort. He leads the Operational Excellence & Human Performance efforts for Vistra; the... Read More →

Tuesday June 11, 2024 2:00pm - 2:30pm PDT
Grand Ballroom - Lobby Level: 3rd Floor
  General Session, Conference Day 1

2:00pm PDT

Speaker Check-in with Tech Team
All Speakers, please check in with the Tech team upon arrival or at least the day before you are scheduled to present.

Conference Presentations: Please bring your actual presentation to the conference on a USB DRIVE (PowerPoint or whatever) and connect with the Tech's upon arrival so that we can assure EVERYTHING RUNS CORRECTLY on our computers and your AV needs are met.

This is a critical step to assure our conference program is executed flawlessly.

To arrange a meet-up, stop by the registration desk, Piazza, or reach out by calling or texting:
JOSH INGERSOLL at 303-919-7984
MIKE INGERSOLL at 720-810-6093

Conference Support Team
avatar for Branden Ingersoll

Branden Ingersoll

AV Technician, MI Computers
avatar for Josh Ingersoll

Josh Ingersoll

Lead Technician, MI Computers
avatar for Mike Ingersoll

Mike Ingersoll

Founder, MI Computers
avatar for Savannah Major

Savannah Major

CHOLearning Tech Support Team, Community of Human and Organizational Learning

Tuesday June 11, 2024 2:00pm - 5:00pm PDT
Piazza (Support Team)- Garden Level: 1st Floor
  Registration, Pre Conference

2:30pm PDT

Break- 10 minutes
Tuesday June 11, 2024 2:30pm - 2:40pm PDT

2:40pm PDT

Becoming a Learning Organization: An Executive Perspective
Successfully implementing Safety 2.0 requires strong understanding and support from an organization's executive. This presentation covers how to orient executives to ensure first, that their organization is ready for change, second, to understand the origins and concepts of Safety 2.0 and finally, a forward look at the principles and practices of successful learning organizations.
Conference Presenters
avatar for Darryl Hass

Darryl Hass

Management Consultant, Darryl Hass, P.Eng.
Darryl Hass is a professional engineer and executive with 35 years of diverse experience in the oil and gas industry.  He has recently retired from ConocoPhillips Canada.During his time in industry, Darryl has worked for the Alberta provincial regulator, within the consulting and... Read More →

Tuesday June 11, 2024 2:40pm - 3:30pm PDT
Monte Vista (Breakout #5)- Garden Level: 1st Floor
  Breakout, Conference Day 1

2:40pm PDT

Beyond Boring! How laughter can lead to learning in safety
Laughter and learning share a profound link, a truth that remains largely underutilised in the domain of safety communication. "How laughter can lead to learning" is an innovative workshop designed to bridge this gap, offering a fresh perspective on engaging safety professionals. This session delves into the evolutionary roots of laughter, its health benefits, and its capacity to foster an environment conducive to learning and retention. By integrating humour into safety messages, we can enhance their memorability and impact, ensuring that crucial information is not just heard but retained.

Participants in this workshop will gain:

An understanding of how humour can break down barriers and create a more receptive environment for safety training across diverse audiences.
Practical techniques for crafting and delivering safety messages that use humour to engage and stick with the audience, without undermining the seriousness of the content.
Insights into the effective use of personal storytelling, structure, and delivery in safety communication, tailored to resonate with everyone from frontline workers to senior management.
This hands-on session is structured to encourage participation, practice, and real-time feedback. Through a combination of brief lectures, interactive activities, and group discussions, attendees will learn how to use humour as a strategic tool in their safety communications toolkit.

Facilitated by:

Steve Harvey ( No, Not him!)
Conference Presenters
avatar for Stephen Harvey

Stephen Harvey

Senior HSE Partner, Origin Energy
I have over 15 years of experience as a safety professional, working in various industries such as mining, manufacturing, oil and gas. My main goal is to help organisations build risk capability,and improve their safety learnings and leadership.I believe in using contemporary learning... Read More →

Tuesday June 11, 2024 2:40pm - 3:30pm PDT
Lago (Breakout #7)- Garden Level: 1st Floor
  Breakout, Conference Day 1

2:40pm PDT

Engaging the Workforce through Interactive Learning
Looking for ways to engage frontline employees? This session will provide hands on learning techniques that have been practically applied to engaging the workforce in the utility industry. Topics will provide attendees with skills to facilitate with their workforce and apply to a host of topics ranging from procedure comprehension to human performance techniques.    
Participants will be able to:
- Model practical learning solutions to help facilitate their own learning activities for their specific work group and industry.
- Identify ways to incorporate different styles of learning for increased engagement which results in higher retention of information.
- Apply learning techniques to illustrate complex content such as human performance methodology and safety information required of a workgroup.
Conference Presenters
avatar for Jessika Killgore

Jessika Killgore

Senior Safety Specialist, Portland General Electric
Safety Specialist with Portland General Electric since 2017 with a degree in Sustainability, Health and Safety. Holds a Certified Utility Safety Professional certification with a specific track in Power Generation and experience in hydro, natural gas and coal. Jessika has been part... Read More →

Tuesday June 11, 2024 2:40pm - 3:30pm PDT
Montelago II (Breakout #4)- Garden Level: 1st Floor
  Breakout, Conference Day 1

2:40pm PDT

Enhancing Team Psychological Safety Through Frontline DEI Strategies
The business case for a diverse workforce proposes that diversity can help organizations perform better by promoting innovation, and improving decision-making, adaptability, engagement, and retention. Further, research on elite teams emphasizes the importance of diverse perspectives in dealing with emerging, complex circumstances. This 'diversity of thought' helps form as complete an operational picture as possible as members of the team bring their distinctive backgrounds and experiences to bear on the situation at hand. However, diversity of personnel does not automatically create diversity of thought. Instead, teams (or workgroups) invite diverse perspectives when they create a local culture defined by psychological safety, where members feel welcome to communicate freely. In this talk, I’ll discuss concrete ways to foster diversity, equity, and inclusion (DEI) in teams; these techniques in turn, contribute to a culture of psychological safety. This talk first defines psychological safety, diversity, equity, and inclusion, then operationalizes those terms according to what group actions you would observe if you were seeing these concepts working well versus working poorly within a group. I will then walk through an example, drawn from the US federal wildland firefighting service, of how to intentionally re-design team practices to incorporate inclusion and psychological safety into the regular workflow of the group. This approach is different from common DEI approaches that rely on organization members to gain personal awareness about implicit bias and difference. Instead, my framework trains leaders on how to design an inclusive team culture by making small changes to existing group routines and practices, and intentionally designing new ones.
Conference Presenters
avatar for Jody Jahn, Ph.D.

Jody Jahn, Ph.D.

Consultant/Coach, Wildfire Learning LLC
Jody Jahn, PhD is Principal of Wildfire Learning LLC, a boutique consultancy focused on team culture design that integrates diversity, equity, and inclusion (DEI) in practical ways to enhance safety processes. Dr. Jahn is a tenured researcher at University of Colorado Boulder with... Read More →

Tuesday June 11, 2024 2:40pm - 3:30pm PDT
Vineyard (Breakout #2)- Garden Level: 1st Floor
  Breakout, Conference Day 1

2:40pm PDT

Next Steps in Procedure Quality, Adherence, and Analysis (Session 1 of 2)
Part I
In the past, it has been up to writers, reviewers, and approvers of technical procedures to learn the error traps and drivers and to write effective procedures. Often they are not trained and certified, so they do the best they can with what they are provided. When something happens in the field and management suspects that a procedure wasn't followed, they tend to blame the worker and never even look to see if the procedure or process contained systemic drivers. Most managers don't even know what those are. The first half of this session will introduce the Top 5 procedure error drivers and how to recognize and reduce them. The second half will provide a "deviation analysis" tool for understanding why deviations occur and putting actions in place to correct the real problems. In addition, we will introduce a Word add-in called CAPTUER (Completely Automated Procedure Tool for User Error Reduction) which reduces procedure review times by up to 65% while identifying error drivers and making suggestions for resolution. Each attendee will receive a free copy of the CAPTUER add-in and the deviation anlaysis guide.
Conference Presenters
avatar for Rob Fisher

Rob Fisher

President, Fisher Improvement Technologies
Rob is a pioneer in Human and Organizational Performance and all aspects of organizational learning including incorporating the understanding of personality diversity into risk management.  He brings an integration mentality to consulting, along with a globally recognized capability... Read More →

Tuesday June 11, 2024 2:40pm - 3:30pm PDT
Montelago I (Breakout #3)- Garden Level: 1st Floor
  Breakout, Conference Day 1

2:40pm PDT

Resilience Engineering for the New View Practitioner
So you’ve started your exploration of the New View and HOP. Maybe you’ve started the conversation about avoidance of blame and even dabbled in some learning teams. You’ve read a few books and articles and somewhere along the way you heard about Resilience Engineering. It sounds interesting so you pick up some of the Resilience Engineering books. But those seem written more for academics than for people actually doing the work. Some of it makes sense, so you assume there’s something there. But you can’t quite figure out what it all means.

If this sounds like you then this session is for you. I’ll discuss my own exploration of Resilience Engineering, where it came from, and how I have tried to put it into practice in the work I do on a daily basis in real world organizations. It’s more than just learning from everyday work. It’s about supporting people in coping with the complex, messy, sometimes chaotic-ness of work.
Conference Presenters
avatar for Ron Gantt

Ron Gantt

HSE Director- Americas, Yondr Group
Ron Gantt is a safety and human factors professional with over 20 years experience in industries such as construction, chemical manufacturing, utilities, and high tech. He currently is HSE Director for the Americas for Yondr Group. Ron has undergraduate degrees in psychology and occupational... Read More →

Tuesday June 11, 2024 2:40pm - 3:30pm PDT
Orchard (Breakout #8)- Garden Level: 1st Floor
  Breakout, Conference Day 1

2:40pm PDT

Ritual, Repeitition, and Reliability
Spend enough time discussing safety and human performance, and you’re bound to hear complacency enter the conversation. It’s a convenient boogeyman when things go wrong, but what if complacency isn’t all bad? What if the rituals and repetition we create for ourselves actually make us more adaptable and resilient? Or, maybe it’s not that simple…
Conference Presenters
avatar for Ben Goodheart, Ph.D.

Ben Goodheart, Ph.D.

Founder & Principal Consultant, Magpie Human Systems
Ben Goodheart is an organizational performance, safety, and leadership professional with over 30 years of experience. His diverse career began in the aviation industry, and his varied operational expertise affords him a variety of opportunities to practice within his passion. Today... Read More →

Tuesday June 11, 2024 2:40pm - 3:30pm PDT
Deserto (Breakout #6)- Garden Level: 1st Floor
  Breakout, Conference Day 1

2:40pm PDT

The Incident Cause Analysis Method Evolution (Part 1 of 2)
In the dynamic world of safety science, adapting and evolving is not beneficial - it's essential. The Incident Cause Analysis Method (ICAM) rooted in James Reason's groundbreaking Swiss Cheese Model, has served as a staple in high risk environments globally for decades. Yet, as we navigate the ever-evolving landscapes of industry and technology, it's vital to recognise that the Swiss Cheese Model, despite it's historical importance , may not capture the entirety of complexity leading to safety events.

This session will provide attendees with an overview of ICAM as well as modern safety science tools and techniques to help you and your organisation shift from a culture of blame to a culture of learning.
Conference Presenters
avatar for Georgina Poole

Georgina Poole

Co-Founder, Event Learning Australia
Georgina is a well-respected Health and Safety Leader with over 17 years’ experience partnering with organisations to improve their health and safety culture and performance across Mining, Transport and Logistics, Aviation and Oil and Gas. With exposure to remote working environments... Read More →

Tuesday June 11, 2024 2:40pm - 3:30pm PDT
Tuscany Courtyard- Garden Level: 1st Floor
  Breakout, Conference Day 1

3:30pm PDT

Break- 10 minutes
Tuesday June 11, 2024 3:30pm - 3:40pm PDT

3:40pm PDT

All the Chips on the Table
In an effort to obtain more understanding of and buy-in for Learning Team use in Georgia-Pacific, I asked our CEO to join me to co-facilitate learning teams at 2 sites with safety opportunities. Session will share the details of what led to that, how the learning teams went, and what the outcomes were, as thoughts for others to consider as they continue their HOP journey.
Conference Presenters
avatar for Dawn Wurst

Dawn Wurst

Strategic Safety & Health Initiatives Director, Koch Industries
Dawn Wurst is the Strategic Health & Safety Initiative Director for Koch Industries.  Dawn has over 30 years of EH&S experience including both environmental and safety roles. Dawn spent the majority of her career in the energy industry, and spent the last 6 years in the paper industry... Read More →

Tuesday June 11, 2024 3:40pm - 4:30pm PDT
Lago (Breakout #7)- Garden Level: 1st Floor
  Breakout, Conference Day 1

3:40pm PDT

Culture Can't Save Us From Bad Design
We’ve all felt it: the sense that we’re pushing against some invisible force that keeps us from doing our best work. For a lot of organizations, that friction is baked into the way we organize, and creating safety, resilience, and a culture that supports it is often in spite of the organization, not because of it. In this session, we’ll talk about how purposeful design can support adaptation and expertise by re-thinking the traditional org chart and focusing on what works.
Conference Presenters
avatar for Ben Goodheart, Ph.D.

Ben Goodheart, Ph.D.

Founder & Principal Consultant, Magpie Human Systems
Ben Goodheart is an organizational performance, safety, and leadership professional with over 30 years of experience. His diverse career began in the aviation industry, and his varied operational expertise affords him a variety of opportunities to practice within his passion. Today... Read More →

Tuesday June 11, 2024 3:40pm - 4:30pm PDT
Deserto (Breakout #6)- Garden Level: 1st Floor
  Breakout, Conference Day 1

3:40pm PDT

From Solitude to Success: The Power of Community in Achieving Extraordinary Results
The journey of organizational change begins as a lonely pursuit. To be successful, it cannot stay that way. This is a practical overview of building community both within your company and beyond to gain, receive, and give support to those focused on the organizational change. Regardless of leadership buy-in, nurturing community and sustaining dialogue through both internal and external communication channels is a crucial, albeit often overlooked, aspect of operationalization. Change leaders, especially those operating as a team of one, need the support of peers. That support and council is an accelerant for successful change. The presentation will provide the audience participants with stories, experiences, trials, errors, and good ideas to build support and direct change through the overlooked but highly practical and effective means of building relationships to understand readiness and promote the organizational change that we know will make an impact within our companies and beyond.
Conference Presenters
avatar for Jon Schmidt

Jon Schmidt

Program Manager, The Davey Tree Expert Company
Jon Schmidt is the Human and Organizational Performance Leader at the Davey Tree Expert Company. Jon's background consists of forestry, vegetation management, and EHS. Jon has spent years at the sharp-end working as a climbing arborist, considered one of the most hazardous jobs. Jon... Read More →

Tuesday June 11, 2024 3:40pm - 4:30pm PDT
Monte Vista (Breakout #5)- Garden Level: 1st Floor
  Breakout, Conference Day 1

3:40pm PDT

Human Performance: The Journey not Destination.
Implementing Human Performance isn’t always easy, but the journey doesn’t end at implementation. This session will allow attendees to hear a testimonial of a continued Human Performance journey at an electric utility. Conversation will include pitfalls, false starts, case study and successes along the way. Attendees should walk away with some helpful ideas on what works, what doesn’t work and a refreshed perspective for defining success in their own human performance journeys.
Conference Presenters
avatar for Jessika Killgore

Jessika Killgore

Senior Safety Specialist, Portland General Electric
Safety Specialist with Portland General Electric since 2017 with a degree in Sustainability, Health and Safety. Holds a Certified Utility Safety Professional certification with a specific track in Power Generation and experience in hydro, natural gas and coal. Jessika has been part... Read More →

Tuesday June 11, 2024 3:40pm - 4:30pm PDT
Montelago II (Breakout #4)- Garden Level: 1st Floor
  Breakout, Conference Day 1

3:40pm PDT

Next Steps in Procedure Quality, Adherence, and Analysis (Session 2 of 2)
Part2
In the past, it has been up to writers, reviewers, and approvers of technical procedures to learn the error traps and drivers and to write effective procedures. Often they are not trained and certified, so they do the best they can with what they are provided. When something happens in the field and management suspects that a procedure wasn't followed, they tend to blame the worker and never even look to see if the procedure or process contained systemic drivers. Most managers don't even know what those are. The first half of this session will introduce the Top 5 procedure error drivers and how to recognize and reduce them. The second half will provide a "deviation analysis" tool for understanding why deviations occur and putting actions in place to correct the real problems. In addition, we will introduce a Word add-in called CAPTUER (Completely Automated Procedure Tool for User Error Reduction) which reduces procedure review times by up to 65% while identifying error drivers and making suggestions for resolution. Each attendee will receive a free copy of the CAPTUER add-in and the deviation anlaysis guide.
Conference Presenters
avatar for Rob Fisher

Rob Fisher

President, Fisher Improvement Technologies
Rob is a pioneer in Human and Organizational Performance and all aspects of organizational learning including incorporating the understanding of personality diversity into risk management.  He brings an integration mentality to consulting, along with a globally recognized capability... Read More →

Tuesday June 11, 2024 3:40pm - 4:30pm PDT
Montelago I (Breakout #3)- Garden Level: 1st Floor
  Breakout, Conference Day 1

3:40pm PDT

Struck by Surprise: A case study in how to manage SIF risks for work in a highly variable environment.
This is a case study in how to manage SIF risks for work in a highly variable environment.
Many times, in many forums, I asked rooms full of line clearance workers the question “How many of you have run from a falling tree or limb?” Almost all raise their hands. Being struck-by wood kills many line clearance workers every year. As Director of Safety and Human Performance for a line clearance company, I heard early on: “if you do this job long enough, you will get seriously hurt”. We didn’t accept this. We took the approach to learn everything we could about the risk of being struck by a tree or limb…and we discovered some surprising things that helped us better manage the risk of being struck by wood.
A traditional safety approach to managing this risk is: stay out of the drop zone and use 3-way communication before entering. Rules are important but rules are not enough to manage the risks that emerge from quick changing situations that are common in highly variable environments.
Several months into our HOP journey, we had a key insight from Ohio State University Safety Researcher: line clearance is among the most highly variable work he had ever seen, he ranked it second only to the special forces. We realized behavior-based safety was not a good fit…so what next?
We needed to expand from traditional safety, which is often a STATIC view of risk: identify all hazards and risks PRIOR to starting work –and you’ll be ok - to practices that supported noticing emerging risks and uncertainty. We needed to learn as much as we could about how work really happens. We found patterns in the responses to the question “What surprised you?” from 50 struck-by wood events and close calls.
In this talk, I will share how to identify patterns in how people are surprised, which can lead to identifying risk factors to enable getting in front of SIF risks. I will share concepts, tools, and practices we invented (e.g., Uncertainty Gauge, Press Pause, and Stack-up of Risks) that are effective in managing emerging risks which are omnipresent in highly variable work.
4. Abstract: Resilience Engineering FUNdamentals
Beth Lay, President of Resilience Engineering Association and Director at Forge Works
RE/HRO track, Breakout session
Reliability is about producing predictable, desired outcomes. Reliability engineers see people as sources of error as they work in stable, repeatable systems. How do we get better – or more reliable - based on past performance?
Robustness is about being strong and sturdy. How can we make the system able to withstand known risks?
Resilience is about anticipating how we could be surprised and preparing people and our systems to adapt to variability. Resilience engineers see people as sources of adaptation as they work in complex, unstable systems. How can we design systems that gracefully extend to manage surprise? (because we will ALWAYS be surprised!)
Note: We need all three: reliable, robust, and resilient systems.
In this session, we will talk about what it means to move from a focus on control to embracing variability. We will explore Resilience Engineering fundamentals and share tools and practices that enable us to work successfully in variable environments and to be prepared for surprise.
Conference Presenters
avatar for Beth Lay

Beth Lay

Director, Forge Works
Beth’s expertise is in applying Resilience Engineering, High Reliability Organizing, Safety II, and Human and Organizational Performance.Beth advised NASA on "engineering" to increase resilience of International Space Station operations support. She is currently co-leading a rewrite... Read More →

Tuesday June 11, 2024 3:40pm - 4:30pm PDT
Vineyard (Breakout #2)- Garden Level: 1st Floor
  Breakout, Conference Day 1

3:40pm PDT

Systemic Safety Culture in a Union Environment
This session will give the journey from the early stages of a Safety
Culture development in a Union environment, which became the leading edge for HOP development in a major utility (Consumers Energy). Very descriptive timeline and challenges which moved the team to best in class performance on many levels. Very engaging speakers with about 18yrs in both disciplines and experience in Partnership Team development in a Union environment.
Conference Presenters
avatar for Randall C. Butler

Randall C. Butler

Sr. Safety Consultant II - Contractor Oversight, Consumers Energy
Excellent oral and written communication skills, proficiency with Microsoft Suite, Adobe Creative Suite, AutoCad and able to read, evaluate and produce functional blue print drawings. Possess strong organization skills and the ability to multi-task in a fast-paced, deadline-driven... Read More →
avatar for Douglas Hill

Douglas Hill

Safety Culture / HOP Director, Consumers Energy
Douglas J.  HillTitle: Lineworker, Electric Representative, HOP Champion, Safety Culture Champion, CUSP, ASSP, ARCYears of Service: 38Bio:Doug has worked in the utility industry for 30+ years as an Electric Lineworker, with extensive experience in Transmission and Distribution systems... Read More →

Tuesday June 11, 2024 3:40pm - 4:30pm PDT
Orchard (Breakout #8)- Garden Level: 1st Floor
  Breakout, Conference Day 1

3:40pm PDT

The Incident Cause Analysis Method Evolution (Part 2 of 2)
Part 2

In the contemporary landscape of occupational safety, traditional metrics like Total Recordable Injury Rates (TRIR) and Lost Time Injury Rates (LTIR) have dominated the discourse and practice. However, our book, "Random Noise - Measuring Your Company's Safety Performance," challenges these conventional measures, arguing that they represent mere 'random noise' rather than providing a true reflection of an organization's safety performance.

This groundbreaking work is an assemblage of approximately 15 distinct research studies, meticulously collated and analyzed to scrutinize the efficacy and relevance of TRIR and LTIR in safety management. The book begins by dissecting the inherent flaws in these traditional metrics. We demonstrate, through statistical analysis and real-world case studies, that these rates are largely influenced by random variables and external factors, thus rendering them unreliable indicators of actual safety conditions within organizations.

Moving beyond critique, the book offers a novel perspective on safety measurement. It introduces alternative metrics and methodologies that focus on proactive safety management rather than reactive statistical reporting. These alternatives emphasize the importance of qualitative assessments, employee engagement in safety practices, and the development of a robust safety culture.

One of the core arguments of the book is the need for a paradigm shift in safety measurement - from a numbers-driven approach to a more holistic, culture-oriented methodology. This approach not only provides a more accurate picture of an organization's safety health but also fosters a more engaged and proactive safety culture among employees.

The book is not just a theoretical exposition; it is replete with practical guidelines and tools for organizations seeking to transition from traditional injury rates to more meaningful safety performance measures. These tools are designed to be adaptable across various industry sectors, making the book a valuable resource for safety professionals, organizational leaders, and policymakers.

Learning Outcomes for Conference Attendees:

Understanding the Limitations of Traditional Safety Metrics: Attendees will gain insights into the pitfalls of relying solely on TRIR and LTIR as measures of safety performance, understanding how these metrics can lead to misleading conclusions about an organization's safety health.

Exploration of Alternative Safety Measurement Approaches: Participants will be introduced to innovative, more effective ways of measuring safety performance. These alternatives focus on qualitative assessment, cultural factors, and proactive safety management strategies.

Practical Strategies for Implementing Change: The session will provide attendees with actionable strategies and tools for shifting from a numbers-focused approach to a more holistic, culture-centric safety measurement methodology. This includes guidance on engaging employees and fostering a safety-conscious organizational culture.
Conference Presenters
avatar for Georgina Poole

Georgina Poole

Co-Founder, Event Learning Australia
Georgina is a well-respected Health and Safety Leader with over 17 years’ experience partnering with organisations to improve their health and safety culture and performance across Mining, Transport and Logistics, Aviation and Oil and Gas. With exposure to remote working environments... Read More →

Tuesday June 11, 2024 3:40pm - 4:30pm PDT
Tuscany Courtyard- Garden Level: 1st Floor
  Breakout, Conference Day 1

4:30pm PDT

Press Pass and Go
Got questions after the general and breakout sessions? Bring your curiosity back to the ballroom! Press Pass and Go is your opportunity to come to the stage and have a fireside chat with the day’s presenters. This exclusive opportunity is available Tuesday through Thursday only.
Moderator/Facilitator
avatar for LaRhonda Julien

LaRhonda Julien

Inspection Performance Specialist, CHOLearning Director of Volunteerism, Georgia Transmission Corporation
 LaRhonda Julien is Inspection Performance Specialist for the Construction Inspection department at Georgia Transmission Corporation – a not-for-profit utility company that connects power plants to local electric member cooperatives by planning, building and maintaining the high-voltage... Read More →

Tuesday June 11, 2024 4:30pm - 4:45pm PDT
Grand Ballroom - Lobby Level: 3rd Floor
  Interactive, Conference Day 1

6:00pm PDT

Evening Reception
Tuesday June 11, 2024 6:00pm - 8:30pm PDT
Florentine Gardens (Evening Reception)- Garden Level: 1st Floor
  Social Event, Conference Day 1
 
Wednesday, June 12
 

7:00am PDT

Breakfast
Wednesday June 12, 2024 7:00am - 8:00am PDT
Event Center- Garden Level: 1st Floor
  Conference Meals, Conference Day 2

7:00am PDT

Conference Registration/Check-In
Conference Presenters
avatar for Mary Webb

Mary Webb

CHOLearning Secretary | Treasurer, Community of Human and Organizational Learning
Mary is retired after 36 years of service with DTE Energy and currently serving as the Secretary / Treasurer for the Community of Human and Organizational Learning.Led DTE Energy corporate initiative to implement Human Performance Improvement initiatives across the Company.Certified... Read More →

Conference Support Team
avatar for Jada Major

Jada Major

CHOLearning Registration Team, Community of Human and Organizational Learning
avatar for Katrina Major

Katrina Major

CHOL Registration Team, Community of Human and Organizational Learning
avatar for Sahara Major

Sahara Major

CHOLearning Registration Team, Community of Human and Organizational Learning
avatar for Ute Ingersoll

Ute Ingersoll

Administrative Support, CHOLearning Registration Lead, MI Computers

Wednesday June 12, 2024 7:00am - 4:00pm PDT
Conference Registration/Check-In Desk- Lobby Level: 3rd Floor
  Registration, Conference Day 2

8:00am PDT

Conference Opening- Welcome and Day 2 Information
Conference Presenters
avatar for Charles Major

Charles Major

Sr. Director of Operational Excellence and Human Performance at Vistra; President at the Community of Human & Organizational Learning, Luminant
Charles is an alchemist/evangelist/connector by nature and is passionate about big and disruptive ideas to improve the system/human interface and the leadership required to inspire discretionary effort. He leads the Operational Excellence & Human Performance efforts for Vistra; the... Read More →

Wednesday June 12, 2024 8:00am - 8:10am PDT
Grand Ballroom - Lobby Level: 3rd Floor
  General Session, Conference Day 2

8:10am PDT

The HOP lens to understanding Psychosocial risk
The pandemic has led to an increased resonance surrounding psychosocial risk, highlighting its amplified relevance and prompting greater attention from various stakeholders. We now have international standards on this risk, and safety regulators worldwide are producing guidance and/or regulations to hold organizations accountable.
Brent Sutton and Diane Ah-Chan will present how the HOP Principles are being applied to understand this risk better, how designing better work creates better outcomes, and the role of “human error” and “system conditions” in psychosocial risk events from harassment and bullying to aggression and violence.
Conference Presenters
avatar for Brent Sutton

Brent Sutton

Founder, Learning Teams Inc
Brent Sutton is the founder of Learning Teams Inc and the author of "The Practice of Learning Teams", the whitepaper "Learning From Everyday Work" and the new book "4D's for HOP and Learning Teams".Brent works in partnership with organizations in the commercial, government and education... Read More →
avatar for Diane Ah-Chan

Diane Ah-Chan

Senior Associates, Learning Teams Inc
An innovative organisational resilience and capacity thought leader and experienced change delivery manager. A qualified professional who has extensive experience in human resources, health and safety, corporate governance and strategy, organisational change management, project management... Read More →

Wednesday June 12, 2024 8:10am - 9:30am PDT
Grand Ballroom - Lobby Level: 3rd Floor
  General Session, Conference Day 2

9:30am PDT

Break- 15 minutes
Wednesday June 12, 2024 9:30am - 9:45am PDT

9:45am PDT

“Flying Higher: Organizational Learning Takes Off with United Airlines”
Background: 
Prior to 2022, United Airlines, the world’s largest airline by “available seat miles” (ASM), had a self-described “disconnected” approach to root cause analysis and organizational learning. Therefore, in 2022 United set out to identify a vendor to supply them with root cause analysis training, software, and support – primarily focused on Safety and Regulatory Compliance.  After an exhaustive search, they chose Sologic.

The scope of the program was broad.  All Safety incidents and risks would be reviewed using Sologic and Causelink.  Sologic would train the initial round of employees at multiple levels and then train a group of United “certified instructors” to take over from there.  All reportable regulatory issue reviews would also be conducted and reported using Sologic.

Why Applicable to CHOL:
In United’s case, they have truly embraced the learning journey.  They have created a learning “context” that maximizes uptake.  Their leadership, from VP level down, has shown that “how they respond matters.”  This presentation provides a very special and exclusive look “under the hood” of how these kinds of programs gestate, evolve, operate, and improve.

Perhaps most importantly, United is seeing results.  They now have a unified, consistent approach and toolset.  They are getting good uptake and buy-in.  And the regulator has been “extremely supportive” and “energized”.

The story of this journey is both widely applicable and should be interesting to CHOL attendees.  Companies can learn from what worked well for United – as well as what they might do differently next time.  Sologic can share what it’s like from the service provider’s perspective – as well as what we might do differently in the future.

Conference Presenters
avatar for Brian Hughes

Brian Hughes

President, Co-founder, Sologic
President & Co-founder of Sologic, a global provider of root cause analysis training, consulting, and software.  Since 2000, Brian has worked with clients to develop and implement enterprise-wide RCA programs.  He leads significant incident investigations, including explosions... Read More →
avatar for Leslie McHugh

Leslie McHugh

SMS Safety Assurance Manager, United Airlines
Specialties: SMS, Root cause analysis, Human factors, Corporate safety, aviation safety, Analytics, Google Data Studio, Sitecore CMS, Python, Clarabridge, , HTML5, Coveo search platform, Agile scrum, Photoshop

Wednesday June 12, 2024 9:45am - 10:35am PDT
Grand Ballroom - Lobby Level: 3rd Floor
  General Session, Conference Day 1

10:35am PDT

Break- 15 minutes
Wednesday June 12, 2024 10:35am - 10:50am PDT
Grand Ballroom Pre-Function I & II- Lobby Level: 3rd Floor

10:50am PDT

Resilience in the Face of Crisis: The Las Vegas Shooting Response
"What created such a resilient response to the Mandalay Bay shooting?
Dr David MacIntyre will share with us his first-hand perspective as the trauma surgeon on call that night at Sunrise Hospital."

Conference Presenters
avatar for Dave MacIntyre

Dave MacIntyre

Surgeon, PSG
Dave MacIntyre, DO, FACOS specializes in General Surgery and Surgical Critical Care in Las Vegas, NV. Dr. MacIntyre is a well-respected surgeon in the Southern Nevada community ranking as a "Top Doctor" by Castle Connolly as well as being featured in Desert Companion Magazine, Modern... Read More →

Wednesday June 12, 2024 10:50am - 11:40am PDT
Grand Ballroom - Lobby Level: 3rd Floor
  General Session, Conference Day 2

11:40am PDT

Lunch
Wednesday June 12, 2024 11:40am - 12:30pm PDT
Event Center- Garden Level: 1st Floor
  Conference Meals, Conference Day 2

12:30pm PDT

Changing the Narrative: Creating story strategies to Change Cultures.
We learn through stories. Social/work groups share stories that inform group members how to stay socially safe from harm from other groups, what you can and cannot say to other groups, what motivates “other” groups, and who you can trust with information.
Not all stories are true! If someone trusted in a social group tells the group a story, it becomes the truth and becomes how groups sustain “truths that aren’t true”. Stories like “employees are our problem”, “the reason we have problems is that employees don’t engage”.
We often see data that validates our assumptions of what is true if we don’t have a way to challenge those assumptions.
In this presentation, the speaker provides 3 steps to understanding engagement through listening and narrative analysis, understanding how to influence group stories to align diverse groups around organisational purpose, and how to tell true stories that build momentum towards a desired future.
Short Description:
Changing the business narrative: Understanding how to
1.    Deconstruct the stories people share to reveal perceived truths, reasons for engagement;
2.    How to build a strategy to positively influence the narrative, &
3. How to build momentum by telling success stories that deliver the future you want to be part of.
Conference Presenters
avatar for Paul J. Zak, PHD

Paul J. Zak, PHD

Professor, TEDx Speaker, Co-Founder, Immersion Neuroscience
Paul’s two decades of research have taken him from the Pentagon to Fortune 50 boardrooms to the rain forest of Papua New Guinea. All this in a quest to understand the neuroscience of human connection, human happiness, and effective teamwork.Paul has been obsessed with human connection for as long as he can remember. His focus on understanding connection led to his ground-breaking research on oxytocin. And all of this work led to the best title ever: nope, it is not PhD or keynote speaker, it is Dr. Love. This wonderful... Read More →
avatar for Andrew Barker

Andrew Barker

Chief Intrapreneur, Orgtree.Me
Andy brings practical simplicity to safety.With over 25 years of experience, Andy has delivered beneficial, sustainable, organization-wide engagement that improves more than safety and wellbeing. Having worked across the US, Europe, Africa, the Middle East, and the Far East, Andy... Read More →

Wednesday June 12, 2024 12:30pm - 1:20pm PDT
Grand Ballroom - Lobby Level: 3rd Floor
  General Session, Conference Day 2

1:20pm PDT

Break- 10 minutes
Wednesday June 12, 2024 1:20pm - 1:30pm PDT

1:30pm PDT

MRI Catastrophe: A RCA and Swiss Cheese Craters
MRI celebrates its reputation as 'the safe imaging option,' sometimes to its own detriment. In 2023, a hospital in a prominent healthcare organization experienced a catastrophic, near-fatal MRI accident, which almost evaded regulatory review. Thanks to public investigation records from both CMS and OSHA, a more comprehensive Root Cause Analysis could be done, illuminating failures in management & oversight, ambiguous lines of authority and responsibility, poor training, and normalization of deviance from safety practices. The analysis also suggests a hospital so wrapped up in its patient safety scores and confirmation-seeking that failed to identify longstanding weaknesses in their MRI safety.

This session identifies the specifics of what happened, highlighting the direct and indirect actions of each party, recreating the accident, including scaled representations of the MRI suite and animations of the events, pulled from the official accounts.

Then the presenters will share their RCA of the event, which breaks down the day’s activities to reveal latent, underlying causes and contributing factors, identifying the contributions of faulty training, failures of competency verification, lapses in oversight, and dangerous presumptions that regulatory or accreditation structures provided some assurances of MRI safety at the hospital.

Lastly, the presenters will share a series of identified remedial steps, applying to individuals, the hospital organization, and to the regulatory and oversight structures designed to provide assurances of minimum quality and safety. Without a complete feedback loop that breaks through the ‘safe imaging option’ bumper-sticker slogan and creates change, more accidents like this will happen in the future.
Conference Presenters
avatar for Tobias Gilk

Tobias Gilk

Founder, Gilk Radiology Consultants
Tobias Gilk, an architect, is perhaps the most unlikely MRI safety advocate. His introduction to MRI safety came in 2002, when designing an MRI suite when he discovered that there were zero minimum standards for safety in MRI suite design & construction. That realization led him to... Read More →
avatar for Bob Latino

Bob Latino

Principal, CHOLearning Director, Prelical Solutions, LLC
Bob Latino is currently a Principal of Prelical Solutions, LLC. Bob was the former CEO of the Reliability Center, Inc. (RCI), until its acquisition in 2019. The Latino family founded, directed and owned RCI since 1972.He is an internationally recognized author, trainer, software developer... Read More →

Wednesday June 12, 2024 1:30pm - 2:20pm PDT
Grand Ballroom - Lobby Level: 3rd Floor
  General Session, Conference Day 2

2:00pm PDT

Speaker Check-in with Tech Team
All Speakers, please check in with the Tech team upon arrival or at least the day before you are scheduled to present.

Conference Presentations: Please bring your actual presentation to the conference on a USB DRIVE (PowerPoint or whatever) and connect with the Tech's upon arrival so that we can assure EVERYTHING RUNS CORRECTLY on our computers and your AV needs are met.

This is a critical step to assure our conference program is executed flawlessly.

To arrange a meet-up, stop by the registration desk, Piazza, or reach out by calling or texting:
JOSH INGERSOLL at 303-919-7984
MIKE INGERSOLL at 720-810-6093

Conference Support Team
avatar for Branden Ingersoll

Branden Ingersoll

AV Technician, MI Computers
avatar for Josh Ingersoll

Josh Ingersoll

Lead Technician, MI Computers
avatar for Mike Ingersoll

Mike Ingersoll

Founder, MI Computers
avatar for Savannah Major

Savannah Major

CHOLearning Tech Support Team, Community of Human and Organizational Learning

Wednesday June 12, 2024 2:00pm - 5:00pm PDT
Piazza (Support Team)- Garden Level: 1st Floor
  Registration, Pre Conference

2:20pm PDT

Break- 10 minutes
Wednesday June 12, 2024 2:20pm - 2:30pm PDT

2:30pm PDT

My CEO asked for AI: A Year in Review
We presented “ChatGPT: the Good, the Bad, the Ugly” in last year’s conference.  This session will provide a one-year update to that presentation. This includes conducting the survey on the awareness and use of Generative AI technologies that was done in last year’s session, to see how the numbers have changed in this rapidly evolving area.
New to this year’s session will be a moderator-led panel discussion among experts and advisors familiar with these technologies.  The panel will then open up to the audience for an interactive discussion and sharing of experiences.

Moderator/Facilitator
avatar for Bob Latino

Bob Latino

Principal, CHOLearning Director, Prelical Solutions, LLC
Bob Latino is currently a Principal of Prelical Solutions, LLC. Bob was the former CEO of the Reliability Center, Inc. (RCI), until its acquisition in 2019. The Latino family founded, directed and owned RCI since 1972.He is an internationally recognized author, trainer, software developer... Read More →

Conference Presenters
avatar for Caitlin Hamstra, Ph.D.

Caitlin Hamstra, Ph.D.

Corporate Learning and Development Manager, Birchwood Foods
I am a dynamic learning and development leader with experience establishing and growing new departments across multiple sites. Skilled in adult learning theory, I have experience taking complex concepts and tasks and making them more accessible and appealing to a wider audience, including... Read More →
avatar for Robert Stevens

Robert Stevens

Vice President, First Analytics
As part of the leadership team at First Analytics, Rob helps companies develop and execute programs to cultivate their analytics competency. He brings experience to bear stemming from thirty years as an analytics professional. His career has consisted of consulting, product development... Read More →

Wednesday June 12, 2024 2:30pm - 3:20pm PDT
Grand Ballroom - Lobby Level: 3rd Floor
  General Session, Conference Day 2

3:20pm PDT

Break- 15 minutes
Wednesday June 12, 2024 3:20pm - 3:30pm PDT

3:30pm PDT

"Keeping Your Investigation Metrics Green, While Also Solving Problems
How do you make this human and organizational performance way of learning from events work in biopharma (or any) manufacturing? Ten to twenty deviations per month, typically 90% minors and the remainder majors, four investigators, 30 day due dates on investigations, leaders that believe 5-Why and Fishbone are helpful, and metrics the industry believes are important such as Deviations Closed On Time, Deviations Per Batch, and Right The First Time. Let's go!


Conference Presenters
avatar for Clifford Berry

Clifford Berry

Senior Director, Compliance & Improvement, uniQure
Clifford Berry has over twenty years of experience in human and organizational performance. He has worked in nuclear power generation, electric transmission and distribution, gas distribution, and biopharmaceutical manufacturing. Clifford has helped multiple companies in various industries... Read More →
avatar for Amy Wilson, Ph.D.

Amy Wilson, Ph.D.

Head of PO&T Strategic Operations, Biogen
Amy Wilson began her career in the biopharmaceutical industry after completing a Ph.D. in Industrial Engineering and has spent over twenty years improving manufacturing performance in operations across multiple industry sectors. Amy discovered human and organizational performance... Read More →

Wednesday June 12, 2024 3:30pm - 4:20pm PDT
Lago (Breakout #7)- Garden Level: 1st Floor
  Breakout, Conference Day 2

3:30pm PDT

Daily conversations with the frontline that build capacity and drive engagement
Getting and maintaining a high level of engagement from the frontline can be a challenge.  We will share how spending 15 to 20 minutes in a structured conversation can yield significant results.  Some of these successes include improving leadership and facilitation skills, awareness of the importance of their role to the organization, improving customer response times, driving daily improvements, and building capacity into work.  The ultimate goal is to become a learning organization by understanding the interdependency that naturally exist and fostering alignment.
Conference Presenters
avatar for Mike Mathews

Mike Mathews

Manager of Distribution Systems, American Electric Power/SWEPCO
Mike is the Manager of Distribution Systems at AEP SWEPCO.  Over the past 25 years, starting as an apprentice lineman and progressing through becoming a journeyman, front line supervisor and manager.  Currently responsible for SWEPCO's Shreveport District serving over 200,000 customers... Read More →
avatar for Christopher Janz

Christopher Janz

Distribution Systems Supervisor, American Electric Power
Chris  is a Sr. Lineman at AEP SWEPCO.  Started career as an apprentice lineman in 2012 and progressed to become a journeyman lineman in 2016.  Responsible for constructing and maintaining the electrical distribution system.  Leads other apprentices and journeyman and serves at... Read More →

Wednesday June 12, 2024 3:30pm - 4:20pm PDT
Montelago II (Breakout #4)- Garden Level: 1st Floor
  Breakout, Conference Day 2

3:30pm PDT

Enhancing Organizational Integration: Measuring Progress
As organizations adopt New View initiatives, leaders need effective methods to gauge progress in integration. Traditional metrics, while informative, lack contextual depth. Nonetheless, there remains a pressing need for a tool that can assess integration status pinpoint areas for improvement.

To address this need, The Capacity Model (TCM) team at Quanta developed a maturity survey. This survey enables facilitators to gauge maturity levels through group assessments across various thematic sections. Comprising six distinct sections with tailored statements for evaluation, this survey enables each of Quanta’s operating companies to evaluate their progress in integrating the Quanta-specific The Capacity Model into their organizational fabric.

Aligned with the broader suite of offerings within The Capacity Model curriculum, the Maturity Survey aligns with the Readiness Review outlined in the TCM Leadership Playbook. This playbook serves as a foundational resource for leaders, providing insights into the mission, vision, and goals of The Capacity Model, as well as understanding their role in integration efforts. The Readiness Review is where leaders begin to take action by assessing their organization. It requires them to reflect on the blue line of their organization’s culture.

Through assessing the organization's status of integration and identifying areas for improvement, leaders can create a strategy around integration efforts. By evaluating leadership buy-in, human performance fluency calibration, operational learning, controls management and continuous improvement, these surveys provide valuable insights for shaping integration strategies and prioritizing resource allocation.

This presentation walks through the steps of the facilitator to complete the survey, including facilitator attributes that foster an honest and open conversation with leaders. The goal of the survey is to understand the status of integration and to determine 2-3 areas of improvement with actionable steps. The initial score of the survey is the least interesting result. As surveys are completed as part of a recurring process, leaders can assess if they progressed in the areas they previously committed to improving.

Lastly, the presentation outlines Quanta's approach to reviewing survey responses and action items. A dashboard with information reflecting participation, common areas of improvement, and a space to view individual responses is the path Quanta chose. It was previously mentioned that the initial score is the least interesting result. However, as surveys are routinely completed, the score should improve as targeted areas for improvement are addressed.

In conclusion, the development and implementation of the Maturity Survey within Quanta Services' The Capacity Model represent a significant step towards fostering organizational integration and continuous improvement. By drawing upon established foundations from the Leadership Playbook, this survey equips leaders to create a strategy for evaluating progress and identifying areas for improvement. Through strategic alignment with the TCM Leadership Playbook, leaders are empowered to drive meaningful change.
Conference Presenters
avatar for Shawn Connick

Shawn Connick

Sr. HOP Specialist, Quanta Services
Shawn Connick brings over 30 years of multidisciplinary experience from environmental health, industrial hygiene, construction management, and safety.  He is currently Senior Human & Organizational   Performance Specialist at Quanta Services, providing support to the company’s... Read More →
avatar for Shannon Hamm

Shannon Hamm

Human & Organizational Performance Specialist, Quanta Services
Dedicated professional with experience in project development, program coordination, and training. Able to create and implement new ideas and systems while working closely with others. Demonstrated strengths include: strong interpersonal skills; ability to work well with others and... Read More →

Wednesday June 12, 2024 3:30pm - 4:20pm PDT
Monte Vista (Breakout #5)- Garden Level: 1st Floor
  Breakout, Conference Day 2

3:30pm PDT

Event Reviews: How, When, and Why to Lead Them
An incident happened.
Miscommunication, misunderstanding, or other complex errors were involved.

How do you learn from it to prevent similar events in the future?

~ Simple techniques like the "Five Whys" often fix the blame, but don't fix the problem.
~ Root Cause Analyses (RCAs) are often too complex and expensive.
~ Learning Teams are popular, but have some unique drawbacks, too.

Join us to get a practical alternative:
Event Reviews.

Q: What does an Event Review do?
A: It helps reveal low-cost, low-risk high-value process improvements from an incident or event, instead of finding fault. An Event Review is more effective than the “5-Whys”, more structured than a Learning Team, and far simpler than an RCA.

Q: How can I get more details on Event Reviews?
A: Yes. Watch the quick intro video, and download the 2-page summary PDF here
https://www.reliableorg.com/eventanalysis — CHOL attendees will also get this one-page quick-reference PDF — https://www.reliableorg.com/event-review-quick-reference-pdf

Q: Are Event Reviews popular?
A: Yes. I recently shared Event Reviews with 1,300+ leaders on a webinar. 160 people gave feedback. 100% found it valuable! See details and quotes here --- https://www.talkadot.com/s/jake709/event-report/84d943fc85a65f40a569d3d828ca57b7

Q: Where else will you be speaking on Event Reviews?
A: I’ll present Event Reviews at the:
~ Energy Safety Canada annual conference in Banff, AB, Canada in April 2024
~ ASSP (American Society of Safety Professionals) Expo in Denver, CO in August 2024

***Also available as a 120-minute keynote. Please call for details 804-301-2063.***
Conference Presenters
avatar for Jake Mazulewicz, Ph.D.

Jake Mazulewicz, Ph.D.

Director, JMA Human Reliability Strategies, LLC
Many companies try to eliminate errors, but can’t. Dr. Jake shows leaders in high-hazard industries why errors are signals, not failures, and how to address the deeper problem, so that everyone can work more reliably and safely. He specializes in making Human Performance & HOP practical... Read More →

Wednesday June 12, 2024 3:30pm - 4:20pm PDT
Orchard (Breakout #8)- Garden Level: 1st Floor
  Breakout, Conference Day 2

3:30pm PDT

Our HP Journey: The Good, The Bad and The Ugly: A view from the floor
HP journey at Alcoa/Arconic. We were one of the first "non nuke" companies to deploy. It's my view as a person who works the floor and was a past union VP and Committe Person.
Conference Presenters
avatar for Robert A Bartholomew

Robert A Bartholomew

HP Trainer/ Mill Operator and union representative, Arconic/USW
HP Trainer/ Mill Operator and union representative for over 30-years

Wednesday June 12, 2024 3:30pm - 4:20pm PDT
Tuscany (Breakout #1)- Garden Level: 1st Floor
  Breakout, Conference Day 2

3:30pm PDT

So You Have Been Publicly Shamed
"This session will explore what happens when we are publicly shamed and
why organizations should avoid this at all costs."

Conference Presenters
avatar for Dave MacIntyre

Dave MacIntyre

Surgeon, PSG
Dave MacIntyre, DO, FACOS specializes in General Surgery and Surgical Critical Care in Las Vegas, NV. Dr. MacIntyre is a well-respected surgeon in the Southern Nevada community ranking as a "Top Doctor" by Castle Connolly as well as being featured in Desert Companion Magazine, Modern... Read More →

Wednesday June 12, 2024 3:30pm - 4:20pm PDT
Montelago I (Breakout #3)- Garden Level: 1st Floor
  Breakout, Conference Day 2

3:30pm PDT

What Do You Do When the Music Stops? – How to keep the HOP Journey Alive After the Plug has been Pulled
What if your organization started on the journey of learning about Human Performance, but a seismic shift took it all away?

What if you’ve had your nose in the books and podcasts and you’ve continued moving forward along the “New View” path because it made sense to you, but eventually you found yourself the next municipality over, all by yourself?

How do you bring the organization back to the path, get alignment and encourage forward progress?

This presentation and discussion session is intended to connect with others who may have had a similar experience, or who worry they may find the HOP rug pulled out from under them.

Michelle will share her organization’s story, and how it underwent a significant change shortly after their Human Performance journey began. She will share what has “stuck around” from the initial introduction of HP, the challenges they’ve faced in the years since, and her plans for planting and nurturing the seeds of HOP, even if they grow to provide shade she will never sit in.

She hopes to reserve ample time for an open dialogue with participants to share stories, strategies, techniques and wisdom.
Conference Presenters
avatar for Michelle Bruce

Michelle Bruce

Incident Investigation & Reporting Specialist, Parkland Refining, B.C.
Educated as a Chemical Engineer and trained as a Process/Operations Engineer, Michelle moved into HESE with the hopes of helping her organization better identify, assess and mitigate technical and safety/environmental risks. As the organization began its journey in Human Performance... Read More →

Wednesday June 12, 2024 3:30pm - 4:20pm PDT
Deserto (Breakout #6)- Garden Level: 1st Floor
  Breakout, Conference Day 2

4:20pm PDT

Press Pass and Go
Got questions after the general and breakout sessions? Bring your curiosity back to the ballroom! Press Pass and Go is your opportunity to come to the stage and have a fireside chat with the day’s presenters. This exclusive opportunity is available Tuesday through Thursday only.
Moderator/Facilitator
avatar for LaRhonda Julien

LaRhonda Julien

Inspection Performance Specialist, CHOLearning Director of Volunteerism, Georgia Transmission Corporation
 LaRhonda Julien is Inspection Performance Specialist for the Construction Inspection department at Georgia Transmission Corporation – a not-for-profit utility company that connects power plants to local electric member cooperatives by planning, building and maintaining the high-voltage... Read More →

Wednesday June 12, 2024 4:20pm - 4:35pm PDT
Grand Ballroom - Lobby Level: 3rd Floor
  Interactive, Conference Day 2

6:00pm PDT

Dine Around Opportunity in Henderson/Las Vegas Area (Optional)
Dining IN LAKE LAS VEGAS




Wednesday June 12, 2024 6:00pm - 9:00pm PDT
Lake Las Vegas Lake Las Vegas, Henderson, NV 89011, USA
  Social Event, Conference Day 2

6:00pm PDT

Evening Opportunity to be Announced (Optional)
Wednesday June 12, 2024 6:00pm - 9:30pm PDT
TBD
  Social Event, Conference Day 2
 
Thursday, June 13
 

7:00am PDT

Breakfast
Thursday June 13, 2024 7:00am - 8:00am PDT
Event Center- Garden Level: 1st Floor
  Conference Meals, Conference Day 3

7:00am PDT

Conference Registration/Check-In
Conference Presenters
avatar for Mary Webb

Mary Webb

CHOLearning Secretary | Treasurer, Community of Human and Organizational Learning
Mary is retired after 36 years of service with DTE Energy and currently serving as the Secretary / Treasurer for the Community of Human and Organizational Learning.Led DTE Energy corporate initiative to implement Human Performance Improvement initiatives across the Company.Certified... Read More →

Conference Support Team
avatar for Jada Major

Jada Major

CHOLearning Registration Team, Community of Human and Organizational Learning
avatar for Katrina Major

Katrina Major

CHOL Registration Team, Community of Human and Organizational Learning
avatar for Sahara Major

Sahara Major

CHOLearning Registration Team, Community of Human and Organizational Learning
avatar for Ute Ingersoll

Ute Ingersoll

Administrative Support, CHOLearning Registration Lead, MI Computers

Thursday June 13, 2024 7:00am - 4:00pm PDT
Conference Registration/Check-In Desk- Lobby Level: 3rd Floor
  Registration, Conference Day 3

8:00am PDT

Conference Opening- Welcome and Day 3 Information
Conference Presenters
avatar for Charles Major

Charles Major

Sr. Director of Operational Excellence and Human Performance at Vistra; President at the Community of Human & Organizational Learning, Luminant
Charles is an alchemist/evangelist/connector by nature and is passionate about big and disruptive ideas to improve the system/human interface and the leadership required to inspire discretionary effort. He leads the Operational Excellence & Human Performance efforts for Vistra; the... Read More →

Thursday June 13, 2024 8:00am - 8:10am PDT
Grand Ballroom - Lobby Level: 3rd Floor
  General Session, Conference Day 3

8:10am PDT

Learning from Its Experts: How American Airlines is Forging a New Path in Safety
The Learning and Improvement Team (LIT), developed in partnership between American Airlines (AA) and the Allied Pilots Association (APA), is a blossoming safety program designed to learn what makes flight operations successful. Aviation safety has traditionally focused on accidents and unwanted outcomes but as the industry has become much safer those events have become fewer and far between, thus providing fewer opportunities to learn. LIT is designed to capture data on what goes well and why in AA flight operations. Because the Learning and Improvement Team uses relatively new safety science approaches including Safety-II and Safety Differently, it has faced some challenges in its development and implementation. Awareness of the program and a general understanding of its capabilities have been slow to develop but are greatly improving. Additionally, data analysis and presentation have proved challenging because the data collected looks unconventional when compared to existing data sources. Despite these challenges, the program has steadily expanded and found a place of permanence within the airline’s Safety Management System (SMS). By LIT facilitating the ability to look at all operations, not just the negative outcomes, American Airlines and its pilots can be better positioned to learn, both as individuals and as an organization.
Conference Presenters
avatar for Nicholas Peterson

Nicholas Peterson

First Officer, American Airlines
 "First Officer Nicholas Peterson is a member of the American Airlines Learning and Improvement Team (LIT) and the Allied Pilots Association Deputy Chair, Learning and Improvement Team. A graduate of Purdue University with a B.S. in Aviation Technology, Nick began his airline career... Read More →

Thursday June 13, 2024 8:10am - 9:30am PDT
Grand Ballroom - Lobby Level: 3rd Floor
  General Session, Conference Day 3

9:30am PDT

Break- 15 minutes
Thursday June 13, 2024 9:30am - 9:45am PDT

9:45am PDT

Learning from Unexpected Outcomes
What do Wildland Fire Fighters and Software Engineers have in common?
They’ve both taken the position that the most important thing after an incident is LEARNING. What may be shocking to some, is they both believe that the learning they produce is more important than corrective actions. In fact, corrective actions are not required – or even desired – for some incidents.
In this session, leaders from both communities will share how they learn from incidents. They will explore commonalities in their practices, what is most important for learning, and what they do differently and why.
“We love incidents. Well, love is a strong word. But incidents don't have to be a terrible experience. The community we started has spent a lot of time understanding just how much value you can get out of incidents, and how they can be used as a way to disseminate expertise throughout the organization.” Learning From Incidents Community of Practice (Software)
  • Persephone Whelan led the team that recently revised Wildland fire Learning from Unexpected Outcomes and Learning Review process.
  • Joe Harris has spent the last two years as the chair of the Response Protocol steering committee which is in charge of training and implementation of the accident review processes within the wildland fire community.
  • Thai Wood is part of the Software Learning from Incidents Community of Practice.
Conference Presenters
avatar for Joe Harris, Ph.D.
avatar for Persephone Whelan

Persephone Whelan

Deputy Assistant Director of Operations, Region 9 Fire and Aviation, U.S. Forest Service
Persephone Whelan is a mother, wife and a fire manager. She began working for the Forest Service in 1994. In the beginning of her career as a fire manager, she pursued her goal to learn as many positions as possible by working on hand crews, light and heavy engines, and helitack crews... Read More →
avatar for Thai Wood

Thai Wood

Principal, Resilience Roundup
Thai helps teams build more resilient systems and improve their ability to effectively respond to incidents. A former EMT, he applies his experience managing emergency situations to the software industry. He writes about resilience engineering each week at ResilienceRoundup.com.

Thursday June 13, 2024 9:45am - 10:35am PDT
Grand Ballroom - Lobby Level: 3rd Floor
  General Session, Conference Day 3

10:35am PDT

Break- 15 minutes
Thursday June 13, 2024 10:35am - 10:50am PDT

10:50am PDT

Making Complex Things Work
We’ve come a long way since the pioneer days of Human Performance. All along the way, we’ve used systems learning, powered by systems thinking, to forge better approaches to making complex things work. Today, we will explore how we can unpack some of this collective ‘tacit’ knowledge about our systems to reduce the number of shiny objects on the safety net we maintain for our expert workforce, making it less distracting and stronger. This presentation will explore the systems, systems thinking, and systems learning that sit outside of Jens Rassmussen’s Dynamic Safety Model, functionally turning it into a Dynamic Operations Model.

Key concepts
•    Collective mental models (static) enabling collective mental pictures (dynamic)
•    How Organizations help to reduce the gradients in Rasmussen’s model
•    Understanding how we are succeeding – deep technical understanding
•    Hidden feedback loops - conversations
•    Loosening the reins – designing imperfect systems, on purpose
•    Thinking like an operator – staying light on our feet
•    Expert intuition
•    Supporting experts – weaving and maintaining the safety net
•    Influencing leaders – implementing strategies for servant leadership


Conference Presenters
avatar for Tony Muschara

Tony Muschara

Principal Consultant and Owner, Muschara Error Management Consulting, LLC
Tony began independent consulting in the field of human and organizational performance in 2007, helping managers of industrial organizations manage the operational risks associated with human performance. Tony authored following two books (published by Routledge and CRC Press, respectively):Risk-Based... Read More →
avatar for Jim Marinus

Jim Marinus

Owner, Jamar Operations
Jim specializes in high-risk operations management, high reliability, and resilience, and is the principal consultant and owner of Jamar Operations, LLC (2015-present). When not consulting, Jim is actively involved with the international communities of practice for H&OP, high reliability... Read More →

Thursday June 13, 2024 10:50am - 11:40am PDT
Grand Ballroom - Lobby Level: 3rd Floor
  General Session, Conference Day 3

11:40am PDT

Lunch
Thursday June 13, 2024 11:40am - 12:30pm PDT
Event Center- Garden Level: 1st Floor
  Conference Meals, Conference Day 3

12:30pm PDT

Accountability and Blame: Breaking up for Good
Accountability is the foundation of the relationship between a leader, the team and individual team members. Creating accountability is fundamental and ongoing leadership practice. To hold someone accountable after a failure is to reexamine the accountability relationship and perhaps restructure it. That blame, an ego-defense to fear, anger, or shame, has been equated with accountability is simply evidence of a failure of leadership in organizations. This talk will address what effective accountability looks like and how to create it. It will also discuss why blame arises, from a psychological perspective, and how to manage it. The goal of the talk is to help you go back to your organization and break up accountability and blame for good.
Conference Presenters
avatar for Martha Acosta, Ed.D.

Martha Acosta, Ed.D.

Senior Moderator, HBP
DR. MARTHA ACOSTA was first called the “Godmother of HOP” on Dr. Todd Conklin’s Pre-Accident Investigation Podcast. Since the beginning of her HOP journey at Los Alamos National Laboratory, Martha has become an internationally regarded expert in human and organizational learning... Read More →

Thursday June 13, 2024 12:30pm - 1:20pm PDT
Grand Ballroom - Lobby Level: 3rd Floor
  General Session, Conference Day 3

1:20pm PDT

Break- 10 minutes
Thursday June 13, 2024 1:20pm - 1:30pm PDT

1:30pm PDT

How to use a Learning Team to select snacks for a party (placeholder title)
Pending
Conference Presenters
avatar for Todd Conklin, Ph.D.

Todd Conklin, Ph.D.

Speaker of Words, Speedos for Mars Exploration
Todd Conklin spent 25 years at Los Alamos National Laboratory as a Senior Advisor for Organizational and Safety Culture. Los Alamos National Laboratory is one of the world’s foremost research and development laboratories; Dr. Conklin has been working on the Human Performance program... Read More →

Thursday June 13, 2024 1:30pm - 2:50pm PDT
Grand Ballroom - Lobby Level: 3rd Floor
  General Session, Conference Day 1

2:00pm PDT

Speaker Check-in with Tech Team
All Speakers, please check in with the Tech team upon arrival or at least the day before you are scheduled to present.

Conference Presentations: Please bring your actual presentation to the conference on a USB DRIVE (PowerPoint or whatever) and connect with the Tech's upon arrival so that we can assure EVERYTHING RUNS CORRECTLY on our computers and your AV needs are met.

This is a critical step to assure our conference program is executed flawlessly.

To arrange a meet-up, stop by the registration desk, Piazza, or reach out by calling or texting:
JOSH INGERSOLL at 303-919-7984
MIKE INGERSOLL at 720-810-6093

Conference Support Team
avatar for Branden Ingersoll

Branden Ingersoll

AV Technician, MI Computers
avatar for Josh Ingersoll

Josh Ingersoll

Lead Technician, MI Computers
avatar for Mike Ingersoll

Mike Ingersoll

Founder, MI Computers
avatar for Savannah Major

Savannah Major

CHOLearning Tech Support Team, Community of Human and Organizational Learning

Thursday June 13, 2024 2:00pm - 5:00pm PDT
Piazza (Support Team)- Garden Level: 1st Floor
  Registration, Pre Conference

2:50pm PDT

Break- 10 minutes
Thursday June 13, 2024 2:50pm - 3:00pm PDT

3:00pm PDT

Designing Culture to Improve Decision Making and Avoid Organizational Failure
This session proposes a new approach to strengthening mission success and preventing failures by addressing human error at a cultural level. Traditional efforts have been focused on optimizing either safety or production, often at the cost of the other. The Framework of Risk Awareness for Mission Excellence (FRAME): High Consequence Events Prevention (HCEP) utilizes a taxonomy of behaviors to establish a Risk Aware Culture and ultimately support the ideal balance of safety and production. This session will illuminate the benefits of defining and implementing a Risk Aware Culture and provide practical guidance on how to do so.
FRAME began with the comprehensive investigation of numerous high consequence events across recent decades, during which the meltdown of the Fukushima nuclear powerplant highlighted a key concept. Tokyo Electric Power Company was staffed with skilled, technically competent people, yet the company did not effectively exercise that competence in the years before the disaster, resulting in major environmental damage and distrust toward a key energy source for Japan. The Chairman of the investigation identified “ingrained conventions of Japanese culture” to be the fundamental cause of the incident, specifically calling out several human element weaknesses central to their cultural failings. Similar manifestations of organizational cultures lacking risk awareness can be found repeatedly across scores of accidents analyzed from many domains (public and private).
Today, most analyses of accidents focus on learning from technical failures but fail to consider the role of the human element in the decision-making process. There are many examples illustrating the pitfalls of ignoring the human element, including the loss of the Space Shuttles Challenger and Columbia. A surface level understanding of these incidents would call out an O-ring failure and a foam strike on lift off, respectively. However, to really understand the root of these failures we need to understand why decisions were made. Why did Challenger launch after engineers warned of the O-ring risk in cold weather? Why were the foam strikes seen on every prior shuttle Columbia launch not fully investigated? FRAME focuses on getting to the final “why,” to the underlying Human Element Weaknesses that influence decision making. Once identified, Risk Aware Behaviors can assist with corrective actions that address the human root causes.
Developing the deliberate design for an organizational cultural can be daunting. FRAME provides both the structure to understand why decisions that led to failures were made and the tools to promote a Risk Aware Culture. Throughout the session, we plan to discuss key lessons learned during the design, development, implementation, and measurement of FRAME in a real-world setting. Furthermore, this session will arm attendees with a deeper understanding of the role of human error in decision making, citing real-world examples. Finally, attendees can expect to get exposure the specific behaviors that, if consistently and correctly demonstrated across an organization, can act to mitigate risk.
Conference Presenters
avatar for Katie Littleton

Katie Littleton

Industrial Organizational Psychologist, Systems Planning and Analysis
Katie R. Littleton is an Industrial Organizational Psychologist with Systems Planning and Analysis Inc. In 2020, she received her Certified Change Management Professional certification from the Association for Change Management Professionals.Katie earned her Master of Science in Industrial/Organizational... Read More →
avatar for Amanda Jimenez

Amanda Jimenez

Assistant Program Manager, Systems Planning and Analysis Inc.
Amanda Jimenez has a diverse background in various roles such as Assistant Program Manager at Systems Planning & Analysis, Project Coordinator at Friendship Place, and Case Manager at Washington Morgan Community Action. With a Master's degree in IO Psychology from the University of... Read More →

Thursday June 13, 2024 3:00pm - 3:50pm PDT
Deserto (Breakout #6)- Garden Level: 1st Floor
  Breakout, Conference Day 3

3:00pm PDT

Enabling your Safety Teams to “guide adaptability” (coach, support and serve).
A recent paper by David Woods claims to resolve the command-adapt paradox by using “guided adaptability” to cope with complexity.  Many safety practitioners learned that safety was accomplished through a “telling” style: telling workers the rules, telling workers to comply, and instructing workers what to do.  David Woods notes “increasing pressure for compliance with plans, standards, and procedures inevitably increases brittleness and degrades the ability of the system and organization to adapt to challenges ahead.”  So, what is a safety professional to do?
New View Safety and Resilience Engineering philosophies believe that learning is the key to keeping people safe…and learning is best accomplished with Safety Teams who coach, support, and serve. Teams aligned with New View Safety believe that workers are experts in how to do the work and understand that work is always variable (Work As Imagined seldom equals Work As Done). Resilience Engineers expand from a STATIC view of risk: identify all hazards and risks PRIOR to starting work –and you’ll be ok - to acknowledging that work is variable, and risk is DYNAMIC thus people need to adapt to get work done successfully.
In this workshop, we will explore developing Safety Teams who can work successfully with New View Safety and Resilience Engineering philosophies. We will explore how Safety Teams can enable guided adaptability when people and systems are challenged within the dynamic environments that ALWAYS exist.
Conference Presenters
avatar for Beth Lay

Beth Lay

Director, Forge Works
Beth’s expertise is in applying Resilience Engineering, High Reliability Organizing, Safety II, and Human and Organizational Performance.Beth advised NASA on "engineering" to increase resilience of International Space Station operations support. She is currently co-leading a rewrite... Read More →
avatar for David Provan, Ph.D.

David Provan, Ph.D.

Managing Director, Forge Works
David understands how to lead organizational-wide strategy and change – to improve safety outcomes, having advised boards in energy, oil, gas, rail and construction for 15 years. Today, an international thought leader in safety management, David started out as a graduate safety... Read More →

Thursday June 13, 2024 3:00pm - 3:50pm PDT
Lago (Breakout #7)- Garden Level: 1st Floor
  Breakout, Conference Day 3

3:00pm PDT

Integrating HOP Prinicples with Cause Analysis
Has your company’s cause analysis program been ineffective when it comes to reducing the frequency and severity of incidents?  If so, your program may be missing its single most important ingredient, which is integration with Human & Organizational Performance (HOP) principles.  In the absence of a thorough understanding of HOP principles and solid cause analysis processes that prompt their consideration, analysts and leaders will often lock on to human acts and equipment issues that triggered an incident rather than identifying the fundamental reasons why they occurred.  The resulting shallow analysis typically spawns weak corrective actions that leave the door open for incident recurrence.

Join Rick Foote, co-author of IEEE Standard 1707-2015 (IEEE Recommended Practice for the Investigation of Events at Nuclear Facilities), as he discusses proven approaches for integrating HOP principles with cause analysis protocols, thereby improving overall program efficiency and effectiveness.
Conference Presenters
avatar for Richard Foote

Richard Foote

Senior Consultant, Fisher Improvement Technologies
Rick Foote is a Senior Consultant with Fisher Improvement Technologies Inc. and co-author of IEEE Standard 1707-2015 (Recommended Practice for the Investigation of Events at Nuclear Facilities).  He has 30+ years of experience as a team leader and mentor for incident analysis teams... Read More →

Thursday June 13, 2024 3:00pm - 3:50pm PDT
Vineyard (Breakout #2)- Garden Level: 1st Floor
  Breakout, Conference Day 3

3:00pm PDT

Make Training and Performance Improvement STICK (Superior Task Implementation of Core Knowledge)
Have you attended training only to have the content slip away after completing the program?  The combination of spaced repetition with existing human performance solutions can significantly contribute to optimized performance by fostering retention of new skills and knowledge.  Spaced repetition increases the impact of your organization’s traditional, just-in-time (JIT), on-the-job training (OJT), and performance support solutions.  The presenter will describe a methodology and approach that increases memory recall while simultaneously supporting a more effective transfer of new knowledge and skills from the training program to the job site.  It is based on proven research about memory: Knowledge and skills that are not quickly applied after training erode.  Spaced repetition of previously learned info/skills in small chunks (approximately 5 minutes) repeated over time greatly improves retention while simultaneously significantly reducing the knowledge and skill erosion associated with learning new information without immediate reinforcement.  The presenter will describe a proven process that combines technology-based spaced repetition with modern adult learning and human performance to provide timely and relevant training based on key job-task performance needs, experience, and other factors.  It enhances, not replaces, extant training and performance solutions to help individuals retain what they learn from their formal, informal, JIT, and OJT programs more effectively, with greater efficiency, and at minimal cost.  This approach is particularly useful to support high performance for job-tasks that are infrequently performed yet critically important, including those best practices associated with high reliability.  Spaced repetition is delivered directly to the performer as part of their normal daily routine.  Spaced repetition is not a refresher course or a short form of an existing course. Instead, key performances and their associated knowledge and skills are reinforced via a simple direct targeted multi-week campaign.  The result: Improved long-term knowledge and skill retention with a subsequent boost to performance, especially for challenging tasks (i.e., infrequent yet complex systems repair, language training to reduce erosion/provide easy practice, safety and security tasks that are a function of a non-primary duty, new system training, and competency development).  An added benefit of this approach is to reinforce critical behaviors required to establish and maintain a high reliability organization, reinforce organizational culture, and other associated behaviors.  The presenter will cite and leverage the science behind memory and training retention and the core best practices and technology associated with this approach.
Conference Presenters
avatar for Richard Arnold

Richard Arnold

Performance Technologist, PMG Learning
Human Performance Technologist with 40+ years experience leading operations focused teams, organizations, and training units across military/law enforcement, government, commercial, NGO, UN, and international sectors. Conduct small team to national level organizational analysis and... Read More →

Thursday June 13, 2024 3:00pm - 3:50pm PDT
Montelago I (Breakout #3)- Garden Level: 1st Floor
  Breakout, Conference Day 3

3:00pm PDT

Scenario-Based Operator Training
“No one ever rises to the occasion, but rather, they sink to their highest level of preparation”.
Significant increases in losses attributed to the lack of operator response, as well as an influx of inexperienced operators at the control boards of industrial manufacturing complexes, is the driving the need for improvements in operator training procedures. Scenario-based training should be implemented as a reoccurring part of the ongoing training of all operators within industrial operations. Scenario-based training includes a detailed analysis and assessment of an operator’s response to specific abnormal situations, and what corrective actions need to be made under these adverse conditions. The goal being to minimize the response time for operators to assess a specific situation and utilize conditioned responses to limit and prevent catastrophic loss from occurring; thus, protecting the safety of plant personnel and the integrity of processed machinery.
Industrial complexes across the planet are faced with a consistent problem of experienced operators retiring and taking decades of real-world experience with them. Many of these retirees have had long careers and witnessed the modernization of automatic control systems dedicated to the safety of the equipment and plant personnel. They began their careers operating the plants with analog components, manual valves, visual gauges, and radios. Furthermore, less experienced operators coming into the workforce have never witnessed a large-scale, low probability, high severity event such as explosions caused by leaking fuel systems, or a fire involving pressurized hydraulic fluids or lubrication oil cascading down multiple tiers and pooling under critical equipment. Modern automatic control systems have made routine operations easier for the operator, although the infrequent and difficult scenarios of abnormal conditions are still required to be controlled by their swift actions.
Operator error is an ever-increasing loss driver in industrial facilities. Statistics from a large property insurer reported over 1000 documented incidents in the last 10 years that were caused or worsened by an operator error. Effective operators are responsible for the identification of opportunities to improve process flow, the detection of concerns to normal operations, the knowledge and capability to correct any abnormal situation, and the ability and authority to shut down operations and or bring the process to a safe state under emergency response conditions. However, statistics show that operators in modern industrial facilities are not being effectively trained to minimize damages during an abnormal situation, prolonging corrective actions, and sometimes exacerbating the size and scope of the loss. The only solution is a Scenario Based Training Program, customized to the specific equipment of the plant, and tailored to the operators and plant personnel.
Conference Presenters
avatar for Scott McNea

Scott McNea

Vice President, Alliant Insurance Services
Scott B. McNeaVice President, Alliant Insurance ServicesBS in Electrical EngineeringCertified - National Board of Boiler & Pressure Vessels17 years’ experience in high-hazard risk management, insurance, detailed loss analysis, exposure mitigation, emergency response procedure development... Read More →

Thursday June 13, 2024 3:00pm - 3:50pm PDT
Monte Vista (Breakout #5)- Garden Level: 1st Floor
  Breakout, Conference Day 3

3:00pm PDT

SYSTEMS LEARNING for HUMAN AND ORGANIZATIONAL PERFORMANCE
Because there are no perfect systems, learning is as essential to mission success as production and delivery activities. A systems approach to learning recognizes the complexity of systems and considers them together with their interfaces and interactions as a whole. The performance of the system is more than the performance of the individual components—none of the individual parts can do what the whole can do. How do you know what to change when the whole is not working?

Most successes and events occur because many managers do not truly understand their organization. Frontline workers create value, often in spite of clunky organizations and subsystems. With that in mind, this poster session will illustrate a “collective mental model” of H&OP that is useful in both 1) building and aligning a system structure for success at the sharp end, and 2) refining that system’s reliability, safety, and resilience in response to opportunities and failures. This means that monitoring and analyses of human performance, especially in the workplace, must adopt a holistic perspective, looking for context and leverage—understanding interactions with other parts of the system and other goal-oriented systems before realigning the system.

This poster session will attempt to educate the learner by introducing the fundamental principles of the following aspects of SYSTEMS LEARNING:

•    Systems, Complex Systems, Systems Learning, Systems Thinking, Mental Models, and Leverage
•    The concept of emergence in human performance systems
•    How systems thinking explains the difference between work-as-done and work-as-planned
•    Why understanding success and failure in complex systems requires more than linear cause-and-effect thinking
•    How mental models influence the management of successful human performance in the workplace, and the analysis of and response to events and adverse trends
•    The three phases of SYSTEMS LEARNING


Conference Presenters
avatar for Tony Muschara

Tony Muschara

Principal Consultant and Owner, Muschara Error Management Consulting, LLC
Tony began independent consulting in the field of human and organizational performance in 2007, helping managers of industrial organizations manage the operational risks associated with human performance. Tony authored following two books (published by Routledge and CRC Press, respectively):Risk-Based... Read More →
avatar for Jim Marinus

Jim Marinus

Owner, Jamar Operations
Jim specializes in high-risk operations management, high reliability, and resilience, and is the principal consultant and owner of Jamar Operations, LLC (2015-present). When not consulting, Jim is actively involved with the international communities of practice for H&OP, high reliability... Read More →

Thursday June 13, 2024 3:00pm - 3:50pm PDT
Montelago II (Breakout #4)- Garden Level: 1st Floor
  Breakout, Conference Day 3

3:00pm PDT

T&D Safety Culture Journey
This presentation is to share the journey of a Transmission & Distribution business unit in implementing the Five  HOP Principles as defined by Todd Conklin.  The purpose is to share information on mistakes made, to challenge learning from those mistakes, and to evaluate what was successful. This starts with Edgar Schein’s definition of culture and walks through strategy, communications, and measurement tools used to demonstrate how the organization is applying HOP as a business philosophy through the safety department. The presentation ends with some lessons learned for practitioners to consider in their journey of applying these principles within their organization.  
Under strategy, the discussion will cover the four things needed for a turnaround based on Edgar Schein’s work. These are a turnaround manager or team, clear direction, change model, and power to implement the model. This section will describe how this business unit applied these concepts.
Under communications, the presenter will discuss the six methods used to share the safety message to influence the leadership and the various levels within the organization on using the HOP Principles and using the New View of Safety.
Under Tools to measure, the discussion will show the changes in how the organization finds solutions to problems and the “Safety II” way to perceive, think about, and respond to those problems. Included in this section are lessons learned by the presenter to help others avoid similar mistakes and evaluate what would be successful in their organizations.
Conference Presenters
avatar for Dave Lascurain

Dave Lascurain

Safety Corporate Functional Area Leader, APS
Dave is currently a leader in the Safety Department of the Transmission and Distribution (T&D) unit of APS and has used this position to share his passion for Human and Organizational Performance as an operational philosophy across the enterprise. He introduced the use of Learning... Read More →

Thursday June 13, 2024 3:00pm - 3:50pm PDT
Tuscany (Breakout #1)- Garden Level: 1st Floor
  Breakout, Conference Day 3

3:00pm PDT

Unlocking the true potential of learning teams: (Session 1 of 2)
The learning team approach considers both the human and technical aspects of work.  By including the frontline workers it creates a sense of ownership and collaboration.  This approach empowers employees to share their knowledge, insights and experiences.  The frontline encounters problems everyday that go unnoticed by management and other departments.  By bring them together we learn their perspective and experiences to identify issues, risks, bottlenecks and inefficiencies that are in their work everyday.  We will explore insights gained from doing thousands of learning teams over the past 8 years from all aspects of work.
Conference Presenters
avatar for Kurt Kidwell

Kurt Kidwell

Continuous Improvement Manager, AEP/SWEPCO
Kurt Kidwell is a seasoned professional with an extensive and diverse career spanning over 30 years in customer service, manufacturing, and entrepreneurship. For the past two decades, Kurt has been a driving force in the electric utility sector, making a significant impact and demonstrating... Read More →

Thursday June 13, 2024 3:00pm - 3:50pm PDT
Orchard (Breakout #8)- Garden Level: 1st Floor
  Breakout, Conference Day 3

3:50pm PDT

Break- 10 minutes
Thursday June 13, 2024 3:50pm - 4:00pm PDT

4:00pm PDT

"Learning from what went well: illuminating the HOP strategies behind the success of the staff of Sunrise Hospital" 
In this session, we’ll explore what created the capacity for the system to respond the way it did during the Las Vegas Shooting. 
  • How did the plans for the unexpected change in real-time? 
  • How did “native resilience” emerge? 
  • After the event, what was different? 
  • How might we translate this learning into our organizations?

Conference Presenters
avatar for Asher Balkin

Asher Balkin

Research Engineer, The Ohio State University
E. Asher Balkin is a senior research engineer in the Cognitive Systems Engineering Laboratory (C/S/E/L) in the College of Engineering at Ohio State University.He has worked on a wide range of safety and complex systems projects including programs for the Federal aviation administration... Read More →

Thursday June 13, 2024 4:00pm - 4:50pm PDT
Lago (Breakout #7)- Garden Level: 1st Floor
  Breakout, Conference Day 3

4:00pm PDT

A Vision For Operational Excellence That Starts with Safety
Operational excellence is commonly defined as continuous improvement in all aspects of the business and business processes. Safety performance is one of those aspects of business performance that can lead to operational excellence. It is well documented that organizations that have and continuously improve safety performance also perform well in quality, cost and customer satisfaction. In all cases, we must see the opportunities for improvement if we are going to address them.

This presentation will focus on how managing and reducing risk is critical to continuously improving safety performance and operational excellence. In order to manage and reduce risk, we must see the hazards and other precursors that can result in injuries, quality issues, equipment failures, and other losses to the business. We will also illustrate how increasing the “inputs” to our business processes such as risk assessment results in a more complete understanding of our current reality and frames meaningful action planning to improve safety and business performance.

Participants will:
- Learn how the quality and quantity of inputs to safety and other business processes impacts the quality of our risk analysis and action planning.
- Learn how a simple Five Step process for Hazard Identification and Mitigation can improve safety performance.
- Learn how some simple tools can improve what we actually see in the workplace and how that translates to more meaningful actions.

Participants will leave with tools that can be implemented immediately to improve safety and other business processes that will contribute to achieving operational excellence.
Conference Presenters
avatar for Peter Batrowny

Peter Batrowny

Advisory Board Member; Senior Advisor, COVE
Pete is an industry-leading and global environmental health, safety, and physical security executive with a progressive career history and quantifiable track record of success. He has a consistent record of positioning programs and employees for success while bridging cultural divides... Read More →

Thursday June 13, 2024 4:00pm - 4:50pm PDT
Monte Vista (Breakout #5)- Garden Level: 1st Floor
  Breakout, Conference Day 3

4:00pm PDT

Corrective Action Development- A Structured Approach
Rick Foote, co-author of IEEE Standard 1707-2015 (IEEE Recommended Practice for the Investigation of Events at Nuclear Facilities), will lead a session intended to help attendees identify stronger, leaner, and more cost-effective corrective action plans in response to significant incidents.  

While many investigation approaches include detailed processes and structured tools for identifying the causes of incidents, few provide more than minimal guidance when it comes to developing the associated corrective action plan. As a result, organizations often struggle when it comes to implementing sustainable corrective actions that reduce the risk of incident recurrence to acceptable levels.

Attendees will learn a structured approach for resolving incidents with ‘surgical strikes’, thereby avoiding costly ‘shotgun’ corrective action plans that seek to address everything (while often resolving nothing). Attendees will also learn how to distinguish between corrective actions that are truly capable of long-term risk reduction and those that provide no lasting benefit.
Conference Presenters
avatar for Richard Foote

Richard Foote

Senior Consultant, Fisher Improvement Technologies
Rick Foote is a Senior Consultant with Fisher Improvement Technologies Inc. and co-author of IEEE Standard 1707-2015 (Recommended Practice for the Investigation of Events at Nuclear Facilities).  He has 30+ years of experience as a team leader and mentor for incident analysis teams... Read More →

Thursday June 13, 2024 4:00pm - 4:50pm PDT
Vineyard (Breakout #2)- Garden Level: 1st Floor
  Breakout, Conference Day 3

4:00pm PDT

Development of Safety Procedures Through a Task Force Facilitated Using a Hybrid Learning Teams Method / Format
We have used the Hybrid Learning Teams method on several occasions, and it is quite effective. How does the Hybrid Learning Teams Method (format) work? The Hybrid Learning Teams format is how the group session is actually facilitated.
This format establishes what I creatively call a TRICKY "Tree Risks That Can Kill You" Conversation. An adaptation of the existing "STKY" model made famous by Quanta Services, among others.
This TRICKY conversation (and format) is flexible so that a facilitator can begin the conversation anywhere along this list - with the exception of the solution.
The topics below help identify the following:
•    Hazards. Not all climbers identify all hazards on the job site.
•    Risks associated with each hazard.
•    Control measures in general. Climbers must select a proper tie-in or securement point using a non-rated anchor point.
•    Serious Incident and Fatality (SIF) level energies.
•    Critical controls needed to mitigate the SIF level energies.
•    Laws, regulations, rules, standards, and policies used for that activity.
•    Myths surrounding that activity.
•    Bad habits surrounding that activity and what would constitute a good habit.
•    Unintended consequences involved such as those encountered when applying the hierarchy of controls or when latent errors are predicted when finding a gap.
•    Note: The solution, or realization of the lack of a solution is the ultimate goal and is efficiently and effectively reached when using the format above.
Please consider that running through this format (and especially when intertwined into the solution) that I believe that there are five (5) key elements of Safety Management as it relates to developing a procedure for a certain activity. They are:
•    People issues. Knowledge, education, experience, skill, ability, training, understanding, and retention. And, self-discipline, professionalism, and attitude.
•    Equipment and Gear Issues. Remember that not everyone has the latest and greatest gear. The guiding principle here is compliance. If the gear meets the standard, that would technically be sufficient. Inspecting and maintaining equipment and gear are assumed to take place at this point in the discussion, but certainly are required.
•    Procedures: Should be clear, concise, free of conflicts, and free of error traps.
•    Surroundings: Consider the variability, uncertainty, complexity, and ambiguity that exists while climbing and working in the tree care industry in general.
•    Infrastructure: Ensuring that engineering controls are in place, effective, and never bypassed.
Who should be in the Learning Team?
•    Safety, Education and Training (SET) Team members.
•    Top Climbers.
•    Apprentice climbers - for gauging their understanding.
•    Facilitators who are subject matter experts but who also have TRICKY facilitation skills.
•    Legal teams / Risk teams.
•    Climbers are needed from different geographical regions with different species of trees and climbing scenarios.
When is the Learning Team Assembled?
•    After identification of exposure to fall hazards and risks.
•    For general prevention purposes and on a regular, ongoing basis. Controls degrade over time.
• When events / incidents increase (post incident).
Conference Presenters
avatar for James Beery

James Beery

SENIOR SAFETY LEAD, Wright Tree Service
James "Jim" W. Beery, CSP, CUSP, CTSP, CHMM, CHCM, CHSTSenior Safety LeadWest Coast Region (Division 35 and 37)Wright Tree ServiceISA Certified Arborist #WE-14250AISA Certified Arborist Utility Specialist #WE-14250AUCertified Tree Care Safety Professional CTSP-#04382Certified Safety... Read More →

Thursday June 13, 2024 4:00pm - 4:50pm PDT
Deserto (Breakout #6)- Garden Level: 1st Floor
  Breakout, Conference Day 3

4:00pm PDT

Precursors for Serious Injuries and Fatalities in Construction
Serious Injuries and Fatalities (SIF’s) predominantly occur in routine work activities that employees and management have become accustomed to. Work performed at height, around mobile/heavy equipment, or with hazardous energies are examples of SIF-Risk Activities commonly faced in construction.
Precursors are factors that contribute to a higher probability for SIF exposures/events. Precursors are often identifiable before a SIF occurs, however many of those contributors are underlying conditions that are “below the water” that must be uncovered.
In this session we will discuss the dangerous interaction of SIF-Risk Activities combining with an unmanageable number of precursors such as: fatigue, lack of oversight, inadequate training, and schedule pressure – leading to a breakdown of controls, and employees inevitably making costly errors that likely could have been prevented or planned for.
ACIG's SIF Precursors model and event/exposure analysis worksheet will be shared with all attendees. These tools will help provide a practical path forward for organizations ready to improve the language they use surrounding risk, error, and failure.
Conference Presenters
avatar for Mike Dickerson

Mike Dickerson

Content and Education Manager, ACIG
Mike Dickerson is the Content and Education Manager for American Contractors Insurance Group (ACIG).  He actively supports 42 ACIG contractors (large construction firms representing industrial, heavy civil and building sectors) that are Members of the second largest captive insurance... Read More →

Thursday June 13, 2024 4:00pm - 4:50pm PDT
Montelago II (Breakout #4)- Garden Level: 1st Floor
  Breakout, Conference Day 3

4:00pm PDT

Self-Leadership
Many individuals attempt to overcome and perform yet they do not readily recognize that the internal state of their mind keeps them from optimal performance. Often we attempt to lead teams, and communities or be leaders in our industry yet we have difficulty understanding how to lead ourselves. This presentation focuses on the formation of the human identity and how this identity creates a framework for our thinking and the narrative that we as human beings learn to tell ourselves. When we understand, recognize, and comprehend the stories that we tell ourselves as leaders, we also can identify the emotions that are destructive to our performance. Identification of destructive emotions as it allows us to understand the thoughts that keep us from performing at an optimal level.
This presentation includes three steps to enhancing your leadership and performance. These three steps are often overlooked, underdeveloped, and underrated. However, these three steps are the critical elements that are required for successful leadership and high performance. Every participant will be able to glean valuable insights and gain practical application from this presentation to immediately create a pathway to 10X their performance.
Conference Presenters
avatar for Sheree Cain-Jones

Sheree Cain-Jones

Speaker Coach, Sheree Cain Jones Speaking and Coaching
Hello, my name is Sheree Cain-Jones and I am a leadership, life, and Tedx coach and transformational speaker. I help high performers, executives, and leaders overcome the mindsets that hold them back from getting results. I currently sit on the Industry Leadership Advisory Council... Read More →

Thursday June 13, 2024 4:00pm - 4:50pm PDT
Tuscany Courtyard- Garden Level: 1st Floor
  Breakout, Conference Day 3

4:00pm PDT

Unlocking the true potential of learning teams: (Session 2 of 2)
Part 2

The learning team approach considers both the human and technical aspects of work.  By including the frontline workers it creates a sense of ownership and collaboration.  This approach empowers employees to share their knowledge, insights and experiences.  The frontline encounters problems everyday that go unnoticed by management and other departments.  By bring them together we learn their perspective and experiences to identify issues, risks, bottlenecks and inefficiencies that are in their work everyday.  We will explore insights gained from doing thousands of learning teams over the past 8 years from all aspects of work.
Conference Presenters
avatar for Kurt Kidwell

Kurt Kidwell

Continuous Improvement Manager, AEP/SWEPCO
Kurt Kidwell is a seasoned professional with an extensive and diverse career spanning over 30 years in customer service, manufacturing, and entrepreneurship. For the past two decades, Kurt has been a driving force in the electric utility sector, making a significant impact and demonstrating... Read More →

Thursday June 13, 2024 4:00pm - 4:50pm PDT
Orchard (Breakout #8)- Garden Level: 1st Floor
  Breakout, Conference Day 3

4:00pm PDT

We Think We know What Happened- Cognitive bias in investigations.
As humans, we are all prone to unconscious biases, whether we recognize them or not. Most of the time these natural psychological processes help us reduce our cognitive load when coping with the inherent complexity of our world. However, these sneaky mental shortcuts can also prevent us from developing an objective and accurate picture of the set of circumstances leading to an outcome. This presentation will introduce some common cognitive biases that could impact your decision making when evaluating an event and discuss some proven ways to mitigate their influence.
Conference Presenters
avatar for Jennifer Serne, Ph.D.

Jennifer Serne, Ph.D.

Professor, Central Washington University
Jennifer Serne is the program coordinator and professor of Safety Health Management at Central Washington University.  She teaches classes covering Hazardous Materials Management, Fire Safety, Incident Investigation, Emergency Response, Construction and Manufacturing Safety, Safety... Read More →

Thursday June 13, 2024 4:00pm - 4:50pm PDT
Montelago I (Breakout #3)- Garden Level: 1st Floor
  Breakout, Conference Day 3

4:50pm PDT

CHOLearning Conference Closing and Debrief Session (Open to All Conference Attendees)
Moderator/Facilitator
avatar for Charles Major

Charles Major

Sr. Director of Operational Excellence and Human Performance at Vistra; President at the Community of Human & Organizational Learning, Luminant
Charles is an alchemist/evangelist/connector by nature and is passionate about big and disruptive ideas to improve the system/human interface and the leadership required to inspire discretionary effort. He leads the Operational Excellence & Human Performance efforts for Vistra; the... Read More →

Thursday June 13, 2024 4:50pm - 5:30pm PDT
Grand Ballroom - Lobby Level: 3rd Floor
  Special General, Conference Day 3

6:00pm PDT

CHOLearning Board Dinner:
Thursday June 13, 2024 6:00pm - 9:00pm PDT
Lake Las Vegas Lake Las Vegas, Henderson, NV 89011, USA
 
Friday, June 14
 

7:00am PDT

Post-Conference Workshop Breakfast
Requires post-conference workshop registration and attendance. Breakfast counts are submitted based on workshop registrations.
Friday June 14, 2024 7:00am - 8:00am PDT
Event Center- Garden Level: 1st Floor
  Conference Meals, Post Conference

7:00am PDT

Post Conference Workshop Registration/Check-In
Conference Presenters
avatar for Mary Webb

Mary Webb

CHOLearning Secretary | Treasurer, Community of Human and Organizational Learning
Mary is retired after 36 years of service with DTE Energy and currently serving as the Secretary / Treasurer for the Community of Human and Organizational Learning.Led DTE Energy corporate initiative to implement Human Performance Improvement initiatives across the Company.Certified... Read More →

Conference Support Team
avatar for Jada Major

Jada Major

CHOLearning Registration Team, Community of Human and Organizational Learning
avatar for Katrina Major

Katrina Major

CHOL Registration Team, Community of Human and Organizational Learning
avatar for Sahara Major

Sahara Major

CHOLearning Registration Team, Community of Human and Organizational Learning
avatar for Ute Ingersoll

Ute Ingersoll

Administrative Support, CHOLearning Registration Lead, MI Computers

Friday June 14, 2024 7:00am - 1:00pm PDT
Conference Registration/Check-In Desk- Lobby Level: 3rd Floor
  Registration, Post Conference

8:00am PDT

Can you Communicate Your Safety Strategy?
Does your organization treat safety professionals like accountants—something between a necessary annoyance and the school narc? For HOP, Safety II, and Safety Differently to work, safety improvement must influence both organizational and operational strategy. This workshop will help you communicate your safety strategy in a way that leaders at all levels of the organization can understand and embrace. This workshop will help you to:
1.    Communicate how safety strategy is embedded in organizational purpose,
2.    Develop the elements of a safety strategy statement,
3. Explain your safety program’s value and importance for different stakeholders and levels of the organization.
Conference Presenters
avatar for Martha Acosta, Ed.D.

Martha Acosta, Ed.D.

Senior Moderator, HBP
DR. MARTHA ACOSTA was first called the “Godmother of HOP” on Dr. Todd Conklin’s Pre-Accident Investigation Podcast. Since the beginning of her HOP journey at Los Alamos National Laboratory, Martha has become an internationally regarded expert in human and organizational learning... Read More →

Friday June 14, 2024 8:00am - 12:00pm PDT
Lago (Breakout #7)- Garden Level: 1st Floor
  4-Hour Workshop, Post Conference AM

8:00am PDT

Customizing Your Twin Model
Have you ever wondered why the DOE TWIN says “short list?”
Have you ever considered that a longer list of Precursors may contain data that is more applicable to your organization than what is listed on the TWIN?
If so, this workshop is just for you as we work through a pair-wise methodology to help you customize your own TWIN model. In this workshop, we will discuss the methodology, review the DOE Precursor long list, and work through a truncated session using one of the four quadrants of the TWIN. This interactive workshop will equip you to return to your company with the knowledge and skills to customize your own TWIN.
The value? Customized data you can track and trend to proactively enhance your work planning or reactively enhance your corrective action decisions. Using these enhancements, you can build additional resilience into your business model.
Conference Presenters
avatar for Lauri Minton

Lauri Minton

Sr. Quality Engineering Specialist, Consolidated Nuclear Security, Pantex
With 36 years’ experience at Pantex Plant near Amarillo, TX, Lauri has amassed a deep skill set & works well across all disciplines. She earned three prestigious site honors: The Heart of Pantex, the General Manager’s Achievement, & the Security Initiative awards. She currently... Read More →
avatar for Meredith Long

Meredith Long

Quality Assurance Engineer, CNS Pantex
With 8 years of experience at the Pantex Plant near Amarillo, TX, Meredith has cultivated an ever-growing skill set and experience across all disciplines. She has earned many certificates for Causal Analysis Specialist and Human Performance Improvement Practitioner. She currently... Read More →

Friday June 14, 2024 8:00am - 12:00pm PDT
Tuscany (Breakout #1)- Garden Level: 1st Floor
  4-Hour Workshop, Post Conference AM

8:00am PDT

Learning Teams versus RCA with Psychosocial risk events
Psychosocial risk events, from harassment and bullying to aggression and violence, are on the rise. Are traditional investigation approaches and RCA up to learning and understanding this risk, or do they contribute to the circle of blame and cause “moral injury” to those part of or linked to the event? What is the role of corrective actions? How do we make the complexity of this risk more visible? How are leaders dealing with this uncertainty?
Is it time to shift the lens, ditch investigations, and RCA models, and apply a learning-based approach with a restorative lens to reduce the risk of “moral injury” and create change in work design and work conditions to better understand and manage this risk moving forward?
Conference Presenters
avatar for Brent Sutton

Brent Sutton

Founder, Learning Teams Inc
Brent Sutton is the founder of Learning Teams Inc and the author of "The Practice of Learning Teams", the whitepaper "Learning From Everyday Work" and the new book "4D's for HOP and Learning Teams".Brent works in partnership with organizations in the commercial, government and education... Read More →
avatar for Diane Ah-Chan

Diane Ah-Chan

Senior Associates, Learning Teams Inc
An innovative organisational resilience and capacity thought leader and experienced change delivery manager. A qualified professional who has extensive experience in human resources, health and safety, corporate governance and strategy, organisational change management, project management... Read More →

Friday June 14, 2024 8:00am - 12:00pm PDT
Montelago II (Breakout #4)- Garden Level: 1st Floor
  4-Hour Workshop, Post Conference AM

8:00am PDT

Seven Practical Steps to Build Culture of Safety & Reliability
Unwanted errors and surprises in high-hazard industries can end lives, ruin careers, and capsize reputations overnight.

Join us to learn the fundamentals of seven practical steps successfully used by: aviation, health care, emergency fire & rescue services, electric utilities, the military, and other high-reliability teams across the globe.

The seven steps are: (1) Take a Learning-Based Approach. (2) Build Psychological Safety. (3) Lead After Action Reviews. (4) Transform Investigations. (5) Apply Defenses. (6) Improve Systems. (7) Build Resilience.

You’ll get practical techniques to apply immediately, plus eye-opening insights to help you improve reliability and safety for years to come.

Results...
"We got more practical ideas from Jake than from any other keynote we can remember. After dinner, we talked about Jake's presentation for more than TWO HOURS! That led to REAL change when we returned to the plant.”
~ Maintenance & Reliability Leader at the Xcelerate 2019 conference

“We engaged Jake as a keynote speaker for our company-wide safety conference. Our leaders, from field foreman through executives, were unanimously impressed. Since Jake’s presentation, our project managers and field foreman have told me that they are starting to experiment with many of the practical ideas that Jake taught us.”
~ Fred Barlow, Vice President & Chief Safety Officer, Reliance Electric, Inc.

“Jake is an expert in human performance and an even better presenter. Our event attendees gave him extremely strong feedback on the webinar he did for us... We would highly recommend working with him.”
~ Matt Barbour, Manager of Communications & Training, Texas Reliability Entity, Inc


Conference Presenters
avatar for Jake Mazulewicz, Ph.D.

Jake Mazulewicz, Ph.D.

Director, JMA Human Reliability Strategies, LLC
Many companies try to eliminate errors, but can’t. Dr. Jake shows leaders in high-hazard industries why errors are signals, not failures, and how to address the deeper problem, so that everyone can work more reliably and safely. He specializes in making Human Performance & HOP practical... Read More →

Friday June 14, 2024 8:00am - 12:00pm PDT
Vineyard (Breakout #2)- Garden Level: 1st Floor
  4-Hour Workshop, Post Conference AM

8:00am PDT

SIF in the Real World Part 1 of 2
Serious Injury and Fatality (SIF) Roundtable
If you want to be part of a new unique community focused on how you can operationalize SIF Prevention within your organization then this session is for you! Todd Hohn, convenor and organizer of the highly successful SIF Roundtable now it in its 8th year will be joined by Cary Usrey and Hilary Framke to create a new community building on the success of the original SIF Roundtable Platform. This new community will hold its first meeting on Friday at the Conference and will continue to meet virtually over the next 12 months. The organizers have found that by continuing this community outside of the conference bolsters collaboration allowing the new network of organizations and practitioners to knowledge share and discuss what has worked and what has failed to help each other avoid those pitfalls going forward.
Background:
The concept of Serious Injury or Fatality (SIF) event has evolved within the safety professional community over the last several decades. Historically, focus has been placed on addressing total recordable injury rates (TRIR), as defined by OSHA, and progress has been made to successfully reduce these types of incidents. Now, many organizations are moving beyond TRIRs and expanding their focus to the elimination of serious injuries and life altering events. Managing routine safety programs without identifying SIF potential can leave your business vulnerable. It takes a different approach to address SIFs as the drivers are different.
Part One (Morning):
1. Increasing events due to brain drain and loss of institutional knowledge.
2. Pre Job/Post Job Debriefs
3. Operationalizing HOP/SIF Prevention in Practice
Part Two: (Afternoon):
1. P-SIF Classifications
2. Leader Disconnect
3. Misunderstanding Blame


Conference Presenters
avatar for Todd Hohn

Todd Hohn

Vice President Enironmental Safety and Health, ONE Gas/ONE Place Tower
Todd Hohn is vice president, EHS&Q)at ONE Gas. In his role, Hohn is responsible for the strategic direction and oversight of the EHS and Qualifications training team to support the ONE Gas safety culture and the continuous improvement of the environmental, health, safety, and operational... Read More →
avatar for Cary Usrey

Cary Usrey

Vice President of Growth, SafetyStratus
3+ Years - Machinist's Mate, U.S. Navy's Nuclear Power Program 13+ Years - Environmental, Health, & Safety Manager at a Waste-to-Energy Power Plant (General Industry)~ 3 Years - Business Unit Safety Director at a Construction Company13 Years - Manager of Professional Services & Process... Read More →

Friday June 14, 2024 8:00am - 12:00pm PDT
Monte Vista (Breakout #5)- Garden Level: 1st Floor
  4-Hour Workshop, Post Conference AM

8:00am PDT

The 4Ds, something so simple yet so sticky from workers to leaders
The uptake of the 4D’s across the HOP Community has taken the authors of the book “The 4Ds for HOP and Learning Teams” by surprise.

In this workshop, we will explore as a group;
  1. Why the 4Ds are viewed differently across the organizational hierarchy (the front line to leadership).
  2. The application of the 4D’s in improving safety operations.
  3. The application of the 4D’s in business operations for problem identification and system improvements.
  4. Using 4D’s in Critical Risk Management for “Control Efficacy” and “System Fidelity.”
  5. The use of the 4Ds in building “BetterWork” and understanding Psychosocial Risks.
Conference Presenters
avatar for Jeffery Lyth

Jeffery Lyth

Director, Learning Teams Inc North America
Jeff began his safety career over 30 years ago and has been recognized as an expert and innovator in workplace safety.He obtained two Canadian safety professional designations and served in a director level position for a decade before leaving safety management roles to work exclusively... Read More →
avatar for Brent Robinson

Brent Robinson

Director, Learning Teams Inc
Experienced Director of Sales and innovation with a demonstrated history of working in the construction & metals industry. Passionate about safety and operational excellence, with a keen interest in using innovation as a differentiator. Skilled in Negotiation, Strategic Planning... Read More →

Friday June 14, 2024 8:00am - 12:00pm PDT
Montelago I (Breakout #3)- Garden Level: 1st Floor
  4-Hour Workshop, Post Conference AM

8:00am PDT

Using the Performance Improvement Model (Problem Solving, Issues Management, Preventative Action Planning) Part 1 of 2
Using current industrial accident case studies, participants will work their way through the progressive stages of cause evaluations and problem solving using an HOP lens. Each participant will be given an electronic copy of the Performance Management Model which includes links to: developing a workable problem statement, identifying the real issue behind the state proposed problem, criteria for learning teams versus causal evaluation tools (limits, errors and advantages), cause evaluation techniques including Comparative Timeline Charting, Defense/Barrier Analysis, Cause and Effect Trees and developing SMART Preventative Corrective actions. Included in the evaluation are detailed illustrations of the three performance modes and the preventative tools or techniques for each error likely situation or error trap.
Conference Presenters
avatar for Joe Estey, Sr.

Joe Estey, Sr.

Senior Performance Improvement Specialist, CHOLearning Director, Lucas Engineering & Management Services
Joe Estey has over 40 years’ experience training and consulting first line workers, foremen, supervisors, department managers and executives in Human Performance Improvement and effective leadership and management principles and practices. He works routinely with forest management... Read More →

Friday June 14, 2024 8:00am - 12:00pm PDT
Deserto (Breakout #6)- Garden Level: 1st Floor
  4-Hour Workshop, Post Conference

12:00pm PDT

Lunch
Requires post-conference workshop registration and attendance.  Lunch counts are submitted based on workshop registrations.
Friday June 14, 2024 12:00pm - 1:00pm PDT
Event Center- Garden Level: 1st Floor
  Conference Meals, Post Conference

1:00pm PDT

Integrating Performance Psychology with HOP: Future considerations for the field
This presentation offers a comprehensive exploration of the integration of performance psychology tools with human and organizational learning, providing attendees with practical insights and strategies to optimize individual and collective performance. Grounded in the presenter's expertise as a performance psychology specialist, the session begins with an overview of the presenter's background, highlighting their extensive experience and expertise in leveraging psychological principles to enhance performance across diverse domains.
Building upon this foundation, the presentation delves into the rich history and evolution of psychological theories and practices in working with elite performers. Attendees will gain a deeper understanding of the psychological factors that underpin peak performance and the pivotal role of mindset, motivation, and resilience in driving excellence.
Furthermore, the session explores the intersection of cognitive science and human error, offering valuable insights into the cognitive processes that contribute to errors and breakdowns in performance. Attendees will learn how to identify cognitive biases, optimize decision-making processes, and mitigate the impact of human error within their organizations.
An integral component of the presentation is the integration of biofeedback techniques to predict and prevent human error. Attendees will discover how biofeedback technologies can provide real-time data on physiological and psychological states, enabling proactive interventions to enhance performance and prevent errors before they occur.
Through interactive discussions, case studies, and practical exercises, participants will leave the session equipped with actionable strategies to integrate performance psychology tools into their organizational learning initiatives. Whether aiming to optimize individual performance, foster a culture of continuous improvement, or mitigate risks associated with human error, this presentation offers valuable insights for organizations seeking to thrive in today's complex and dynamic landscape.
Conference Presenters
avatar for Jeb Clay

Jeb Clay

OE and HPI Consultant, Vistra Corp
Jeb Clay is a leader of the Operational Excellence and Human Performance Improvement activities at the largest generator of electricity in Texas. His experience includes Continuous Improvement, Performance Psychology, Operational Excellence, and Human Performance Improvement. He has... Read More →

Friday June 14, 2024 1:00pm - 5:00pm PDT
Vineyard (Breakout #2)- Garden Level: 1st Floor
  4-Hour Workshop, Post Conference PM

1:00pm PDT

Operationalizing HOP so Leaders lead, and employees Engage.
Workshop: A case study: How safety saved a Middle East company.
Giving you the practice and application to operationalize HOP.
Learning Outcomes:
In this workshop you will learn
1.    How to engage the C-Suite to lead business transformation through safety.
2.    Experience and track emotions in real time that lead to engagement (apple watch required)
3.    The philosophy of metrics that create performance and learning.
4.    The tools to create, sustain and build momentum for positive change.
5.    How to remove bureaucracy and complexity.
Long description:
Culture will ensure your strategic success or failure, so must be integral to your plans. But culture is difficult to "measure" and arguably hard to change.
In this workshop the speaker will demonstrate cultural metrics unique to OrgTreeMe. Applicable to any industry, they help create willing leadership engagement in creating the environment for others to be successful.
Measuring psychological safety and organizational capacity to manage safety, and how this links to improvements in critical thinking, problem solving, better relationships and connection to shared purpose. We measure “more of the things we want” that directly improves performance.
Proving the link between good safety, a great employee experience and profitability, the workshop follows a 2-year case study taking participants on the steps that shifted a long history of 10-15 fatal accidents per year to their eradication, whilst improving every other business outcome, adding $millions to the bottom line.
The case study is based on a Middle East transformation, where the perception of human rights and human life is low and the legal consequences for fatal accidents practically zero. So, engagement with safety had to be intrinsic to the company culture and in business terms, must be a foundation of business success and profitability.
Conference Presenters
avatar for Paul J. Zak, PHD

Paul J. Zak, PHD

Professor, TEDx Speaker, Co-Founder, Immersion Neuroscience
Paul’s two decades of research have taken him from the Pentagon to Fortune 50 boardrooms to the rain forest of Papua New Guinea. All this in a quest to understand the neuroscience of human connection, human happiness, and effective teamwork.Paul has been obsessed with human connection for as long as he can remember. His focus on understanding connection led to his ground-breaking research on oxytocin. And all of this work led to the best title ever: nope, it is not PhD or keynote speaker, it is Dr. Love. This wonderful... Read More →
avatar for Devyn Feinman

Devyn Feinman

Change Enabler, Orgtree.Me
Devyn Feinman is a communication solutions designer that has a passion for helping people move past blockages to start seeing results. She sees every challenge as an opportunity to connect diverse perspectives, identify a shared purpose, and create a story for others to follow. Her... Read More →
avatar for Andrew Barker

Andrew Barker

Chief Intrapreneur, Orgtree.Me
Andy brings practical simplicity to safety.With over 25 years of experience, Andy has delivered beneficial, sustainable, organization-wide engagement that improves more than safety and wellbeing. Having worked across the US, Europe, Africa, the Middle East, and the Far East, Andy... Read More →

Friday June 14, 2024 1:00pm - 5:00pm PDT
Montelago II (Breakout #4)- Garden Level: 1st Floor
  4-Hour Workshop, Post Conference PM

1:00pm PDT

SIF in the Real World Part 2 of 2
Serious Injury and Fatality (SIF) Roundtable
If you want to be part of a new unique community focused on how you can operationalize SIF Prevention within your organization then this session is for you! Todd Hohn, convenor and organizer of the highly successful SIF Roundtable now it in its 8th year will be joined by Cary Usrey and Hilary Framke to create a new community building on the success of the original SIF Roundtable Platform. This new community will hold its first meeting on Friday at the Conference and will continue to meet virtually over the next 12 months. The organizers have found that by continuing this community outside of the conference bolsters collaboration allowing the new network of organizations and practitioners to knowledge share and discuss what has worked and what has failed to help each other avoid those pitfalls going forward.
Background:
The concept of Serious Injury or Fatality (SIF) event has evolved within the safety professional community over the last several decades. Historically, focus has been placed on addressing total recordable injury rates (TRIR), as defined by OSHA, and progress has been made to successfully reduce these types of incidents. Now, many organizations are moving beyond TRIRs and expanding their focus to the elimination of serious injuries and life altering events. Managing routine safety programs without identifying SIF potential can leave your business vulnerable. It takes a different approach to address SIFs as the drivers are different.
Part One (Morning):
1. Increasing events due to brain drain and loss of institutional knowledge.
2. Pre Job/Post Job Debriefs
3. Operationalizing HOP/SIF Prevention in Practice
Part Two: (Afternoon):
1. P-SIF Classifications
2. Leader Disconnect
3. Misunderstanding Blame


Conference Presenters
avatar for Todd Hohn

Todd Hohn

Vice President Enironmental Safety and Health, ONE Gas/ONE Place Tower
Todd Hohn is vice president, EHS&Q)at ONE Gas. In his role, Hohn is responsible for the strategic direction and oversight of the EHS and Qualifications training team to support the ONE Gas safety culture and the continuous improvement of the environmental, health, safety, and operational... Read More →
avatar for Cary Usrey

Cary Usrey

Vice President of Growth, SafetyStratus
3+ Years - Machinist's Mate, U.S. Navy's Nuclear Power Program 13+ Years - Environmental, Health, & Safety Manager at a Waste-to-Energy Power Plant (General Industry)~ 3 Years - Business Unit Safety Director at a Construction Company13 Years - Manager of Professional Services & Process... Read More →

Friday June 14, 2024 1:00pm - 5:00pm PDT
Monte Vista (Breakout #5)- Garden Level: 1st Floor
  4-Hour Workshop, Post Conference PM

1:00pm PDT

Speaking IN: a strategy to create psychological safety and operational excellence simultaneously
Have you tried again and again to get your employees to “speak up”
without success? You are not alone.

59% of global employees are engaged in “quiet quitting” according to Gallup’s “State of the Global Workplace: 2023 Report.”

Why? “At the heart of quiet quitting…seems to be the feeling that we can’t speak up at work. Either we don’t feel safe enough to speak our minds, or we feel like, even if we did speak up, it wouldn't make any difference.” “Why so Quiet- Breaking the Workplace Taboo of Silence” Gallup.

Employee silence due to feelings of fear and futility creates unsafe workplaces, unhappy workers, and sub-optimal performance. They can and must be addressed by leaders in order to move forward in any type of HOP journey.

The good news is you can create a culture where everyone knows it’s always safe and worthwhile to share questions, concerns, and ideas. The path is to abandon the outdated and ineffective “speak up” strategy and adopt updated science-based assumptions, attitudes and actions.

In this session, we will:

Explore why the “speak up” strategy does not work
Assess the impact on your people and organization
Review why complexity demands curiosity and open knowledge flow
Check to see if your assumptions are aligned with complexity
Review the most helpful attitudes in complex work
Discover the 4 building blocks of a healthy employee experience
Equip you the 4 science-based actions of speaking IN®
Friday June 14, 2024 1:00pm - 5:00pm PDT
Tuscany (Breakout #1)- Garden Level: 1st Floor
  4-Hour Workshop, Post Conference PM

1:00pm PDT

The 6th Principal of HOP, “Controls Save Lives”
Human and Organization Performance “HOP” heritage comes from high-risk industries that need high-risk controls. More industry emphasis is being placed on Critical Risk Management, and the “plague” of Life-Saving Rules or Cardinal Rules continues on the strive for zero harm.

Join us in a “Learning Team” on this topic, where we “as a group” explore:
  1. Why organizations are creating a sixth principle.
  2. How are they defining that principle?
  3. What does it look like in practice?
  4. The role of “Control Efficacy” and “Critical Risk System Fidelity.”
  5. The conflict of “Error” in Critical Steps versus Life Saving/Cardinal Rules.
  6. How should we define this need, and what are the pathways moving forward as a collective?
Conference Presenters
avatar for Brent Sutton

Brent Sutton

Founder, Learning Teams Inc
Brent Sutton is the founder of Learning Teams Inc and the author of "The Practice of Learning Teams", the whitepaper "Learning From Everyday Work" and the new book "4D's for HOP and Learning Teams".Brent works in partnership with organizations in the commercial, government and education... Read More →
avatar for Jeffery Lyth

Jeffery Lyth

Director, Learning Teams Inc North America
Jeff began his safety career over 30 years ago and has been recognized as an expert and innovator in workplace safety.He obtained two Canadian safety professional designations and served in a director level position for a decade before leaving safety management roles to work exclusively... Read More →

Friday June 14, 2024 1:00pm - 5:00pm PDT
Montelago I (Breakout #3)- Garden Level: 1st Floor
  4-Hour Workshop, Post Conference PM

1:00pm PDT

Using the Performance Improvement Model (Problem Solving, Issues Management, Preventative Action Planning) Part 2 of 2
Part 2

Using current industrial accident case studies, participants will work their way through the progressive stages of cause evaluations and problem solving using an HOP lens. Each participant will be given an electronic copy of the Performance Management Model which includes links to: developing a workable problem statement, identifying the real issue behind the state proposed problem, criteria for learning teams versus causal evaluation tools (limits, errors and advantages), cause evaluation techniques including Comparative Timeline Charting, Defense/Barrier Analysis, Cause and Effect Trees and developing SMART Preventative Corrective actions. Included in the evaluation are detailed illustrations of the three performance modes and the preventative tools or techniques for each error likely situation or error trap.
Conference Presenters
avatar for Joe Estey, Sr.

Joe Estey, Sr.

Senior Performance Improvement Specialist, CHOLearning Director, Lucas Engineering & Management Services
Joe Estey has over 40 years’ experience training and consulting first line workers, foremen, supervisors, department managers and executives in Human Performance Improvement and effective leadership and management principles and practices. He works routinely with forest management... Read More →

Friday June 14, 2024 1:00pm - 5:00pm PDT
Deserto (Breakout #6)- Garden Level: 1st Floor
  4-Hour Workshop, Post Conference PM
 
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Conference Registration/Check-In Desk- Lobby Level: 3rd Floor
Deserto (Breakout #6)- Garden Level: 1st Floor
Event Center- Garden Level: 1st Floor
Florentine Gardens (Evening Reception)- Garden Level: 1st Floor
Grand Ballroom - Lobby Level: 3rd Floor
Grand Ballroom Pre-Function I & II- Lobby Level: 3rd Floor
Lago (Breakout #7)- Garden Level: 1st Floor
Lake Las Vegas
Monte Vista (Breakout #5)- Garden Level: 1st Floor
Montelago I (Breakout #3)- Garden Level: 1st Floor
Montelago II (Breakout #4)- Garden Level: 1st Floor
Orchard (Breakout #8)- Garden Level: 1st Floor
Piazza (Support Team)- Garden Level: 1st Floor
TBD
Tuscany (Breakout #1)- Garden Level: 1st Floor
Tuscany Courtyard- Garden Level: 1st Floor
Vineyard (Breakout #2)- Garden Level: 1st Floor
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