Executive Team
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Joseph F. Paris, Jr.
Founder
Joe is the founder of the Operational Excellence Society — a think tank for companies with the desire to achieve peak performance across their enterprise. The society now has thousands of members in chapters around the world.
He is the owner of the Operational Excellence LinkedIn Group (40,000 members) which welcomes open discussions and opportunities related to the improvement of human endeavor.
Paris is founder and CEO of XONITEK, an operations management consultancy specializing in Operational Excellence (leadership, culture change, and Lean Six Sigma). In consulting engagements, the firm creates a corporate environment where true transformational change is pervasive and innovation is embraced, an environment where sustainable results can be achieved, the human condition can be elevated, and significant company benefits can be realized.
Joe is a thought leader and prolific writer on the subject of Operational Excellence, highly valued for his ability to provide strategic analysis and tactical insight. He is sought by companies and academia to explore and address the challenges and opportunities of today and to illuminate and predict those of tomorrow.
Professional Affiliations
- Board member, Systems Science and Industrial Engineering (SSIE) Department, Watson School of Engineering, Binghamton University
- Board member, Institute of Industrial Engineers (IIE) Process Industries Division (PID)
- Member of Editorial Board, Lean Management Journal
- Active member, Association for Corporate Growth (ACG), New York City and Frankfurt, Germany.
- Leadership Through Public Speaking
- Is Your Customer Service Lean or Anorexic?
- A Modest Proposal
- Know When to Hold ‘Em, Know When to Run
- Strings of the Universe… How are You Connected?
- Cultivating Your Network for Future Harvests
- “Time to Fix the Roof When the Sun is Shining” – Irish Proverb
- A Purge of Distracting Musings
- Reflecting on the Journey’s Past as a Path to the Future
- Driving Real Value
- When is 18 less than 1…
- “Never go into the bush alone”
- React, Analyze, Act
- Realizing the Value in Business Processes
- Getting to the Corporate “Promised Land”…
- Risk Mitigation For Business Leaders
- I Thought I was Wrong Once…But I was Mistaken
- The 7 Wastes
- Question: How do I Increase My Sales in a Down Economy? Answer: Sell.
- A New Beginning
- “So – Are you telling me you’re going out of business…?”
- The Eureka Moment
- Too Big to Fail?
- Absinthe, the “Green Fairy”, and Operational Excellence
- Mission Accomplished…
- Private Equity: A Brave New World
- Gastronomically Around the World in 80 Days
- “Cloud Telephony” – Nomads at Last
- When “Information” Becomes “Noise”
- Start Building a Better Future Today
- Weighing in on Healthcare
- On Being “Green” and “Global Warming”
- First Impressions Are Important
- There Must Be a Better Way
- On Oranges versus Ideas
- Sie brauchen was?! Es dauert wie lange?!
- Rudyard Kipling; Adventurer, Author, Poet… And a Pioneer of Operational Excellence
- How do you realize the full potential of your Continuous Improvement Initiative?
- What is the True Cost of Outsourcing?
- Mentoring - The Most Charitable Form of Leadership
- Excellent Customer Service Is Only Necessary If There Is A Choice
- RFID; Ubiquitous in America - and Coming Soon to the EU
- Eurologistics Magazine: RFID; Ubiquitous in America – and coming soon to the EU
- "Guerilla Transformation" - Change an Insurgency into a Movement
- On Gambling, Logic, Statistics - and Project Portfolio Return Optimization
- Eurologistics Magazine: "Guerilla Transformation" - Change an Insurgency into a Movement
- Convenient Half-Truths with which Everyone Chooses to Live
- Amazon.com; Change-agent of Retail & Logistics
- Euro Dogma or Greek Drachma?
- Eurologistics Magazine: Amazon.com - Change agent of retail and logistics
- Operational Excellence for Facilities Management
- The Euro's Future Can Be Found in the Dollar's Past
- Whoosh...THUMP!
- Eurologistics Magazine: Lean is a Journey
- Inspiration for Innovation
- The Year in Review
- Lean Management Journal Reviews Operational Excellence Society Launch
- New Year's Resolution - Personal Plan, Do, Check, Adjust
- Considering Only a Single Perspective Limits Your Point of View to One
- Lean Management Journal - "Employee Consideration is Key" by Joseph Paris
- The Operational Excellence Society
- The Value Chain of the Future
- Lean Six Sigma Must Be a Waste of Energy
- Lean Management Journal – “Lean Six Sigma Must Be a Waste of Energy” by Joseph Paris
- The Gemba Beyond the Window
- 8.5 "Must Know" Career Tips & Tricks
- Great Expectations - Greater Frustrations
- Lean Management Journal - "Servants to the Cause" by Joseph Paris
- Lean Management Journal - "Leadership & Challenges on the Brain" by Joseph Paris
- The Operational Excellence Manifesto
- Healthcare: No End In Sight - Poor Value at Unsustainable Costs
- EuroLogistics Magazine - "Gemba za oknem" by Joseph Paris
- Compete on price, go out of business.
- New Year’s Resolution – Personal Plan, Do, Check, Adjust
- Lean Management Journal - "Charting the Right Course" by Joseph Paris
- Training and Education – What is the correct value for you?
- Innovation Insight: 3-D Printing
- Business Rule #1: The customers have a choice … Make sure they pick you!
- The “Stone Age” didn’t end because they ran out of stones
- Lean Management Journal – “On Singling Out Followers” by Joseph Paris
- 8.5 “Must Know” Career Tips & Tricks (Redux)
- Real Leaders Never Say “Burning Platform”
- Uptime Magazine - "Operational Excellence: See the Flow of Value" by Joseph Paris
- There is a Nail in Your Forehead...but I am good with that if you are.
- Continuous Improvement Assessments: The Rally-Point of the Journey
- Decisions, Decisions…
- Lean Management Journal – “Lean Assessments: The Rally Point of the Journey” by Joseph Paris
- You Only Get One Opportunity to Make a First Impression
- Getting the Most Value from Your Holiday Season
- Lean Management Journal – “When the Bar Must Be Raised” by Joseph Paris
- … AND the Circumstances of Those Who Work There
- It’s a Marathon, not a Sprint
- Lean Management Journal – “It's a Marathon, Not a Sprint” by Joseph Paris
- It's Time to Jam
- Government; Has the need but lacks the will, even the want.
- Changing a Continuous Improvement Initiative into a Global Program
- Lean Management Journal – “Why Isn't Government Lean?” by Joseph Paris
- 8.5 “Must Know” Career Tips & Tricks (v3.0)
- Lean Management Journal – “Changing a Continuous Improvement Initiative into a Global Program” by Joseph Paris
- Increase Quality, Increase Velocity – in Finance
- Lean Management Journal – “Increase Quality, Increase Velocity” by Joseph Paris
- Lessons From Mount Stupid
- Conflict and Consensus
- The Toyota Production System is Not Nearly Enough
- Taking Business Performance to the Next Level
- Welcome to the NEW Operational Excellence Society
- Effectiveness of Leadership
- Before there is Passion, there must first be: Interest, then Belief, then Ability, then Success
- How you communicate is more important than communicating
- 8.5 “Must Know” Career Tips & Tricks (v4.0)
- Lean Management Journal – "Stepping Stones of the Lean Journey” by Joseph Paris
- Effective Arguing; Beware of Logical Red-Herrings
- Communication: I say Tomato, You say Pomodoro
- Business Lessons Learned from Playing Golf
- No Skid Marks: Experiences and Lessons in 30 Years of Business
- The Myth of Japanese Companies and Management
- Operational Excellence Maturity Model
- ERP Selection Survival Kit
- Is it worth the click?
- Innovation versus Transformation
- Turnarounds; Customer experience real unicorn
- Operational Excellence is Not Something New
- Lessons Learned from Mount Stupid
- 8.5 “Must Know” Career Tips & Tricks (v5.0)
- Have CIA Operatives Infiltrated Your Business?
- Wicked Problems
- Game Theory; The Devil You Know
- Fail fast, fail small, learn, and move on
- The Gig Economy – No Jobs, Just Work
- CEO’s and their Sausages – Learn to Love them Like They Do.
- Doing Right vs Doing It Right
- Briefing; A “State of Readiness”
- So, you want to write a book…
- The Recession is Dead – Long Live the Recession
- Lean Six Sigma – Reality or a Myth?
- Who has the “Old Maid”?
- Leveraging Technology in Pharma
- 8.5 “Must Know” Career Tips & Tricks (v.Done)
- Eliminating Waste – Scheduling
- The Fault Lies Not in the Stars, but Within Ourselves
- Transformation vs Disruption
- Professional Development and Networking using Social Media
- The Antidote for VUCA is OODA
- Build Organizational Capacity and Capability – For Free
- You Are Unique, but Not Special
- OODA and Agility; Reaching a Conclusion Faster
- Being Clear and Concise
- Hurry Up and Slow Down
- Meetings: As certain and as joyous as death and taxes
- Stealth Mentorship
- Emotional Intelligence Materials
- Reading is fundamental, but comprehension is important too
- Artificial Intelligence; The Next “Undiscovered Country”
- Operational Excellence – A Personal Case Study
- Leaving a Positive and Indelible Mark
- Scaling and Sustaining Your Education and Training Program
- Never let a serious crisis go to waste
- The Risks that go with Globalization
- COVID-19; Blame is for God and Small Children
- Teachers: Your Students are your Legacy
- Eulogy of a Continuous Improvement Program
- Post COVID-19; Not a Brave New World
- Choose Your Hard
- Know what? So what...
- Ready, Fire, Aim!
- "Nomads at Last" - Redux
- Practicing Safe Computing
- Being Setup for Failure
- Task Overload
- They are dumb
- Mind your costs
- Welcome to Production Hell
- Respect the Neural Network of Your Business
- The Peter Principle & Dunning-Kruger Effect: A man's gotta know his limitations.
- Deepfakes and the Uncanny Valley
- The Importance of a Project Review Board
- The 9 Questions To Ask About Operational Excellence
- Don't Be Arrogant; You Need Your Customers More Than They Need You.
- Best Practices for Designing and Deploying an Operational Excellence Program
- Time to rethink Just-In-Time
- Hunger Makes a Good Cook
- Culture Change: Go Ugly Early – Go Ugly Fast
- So you want to produce a podcast…
- Artificial Intelligence and Continuous Improvement
- Learnings from Africa
- Culture Change; What is it and why change it?
- The Strategic HR Department
- Establishing Kill Chains in Business Operations
- Design Thinking for Operational Excellence
- Safety Comes Third: A Contrarian Approach to Prioritizing Workplace Values
- Considering the Entire Employee Lifecycle
- The need for both KPIs and OKRs
- Best Practices For Becoming a High-Performance Organization
- The Evolution of Continuous Improvement and Operational Excellence: From Tools to People
- From Chaos to Cohesion: What Youth Soccer Teaches Us About Building High-Performance Business Teams
- The High Cost of Acting Without Planning: Why Communication and Preparation Are Cornerstones of Success
- The Ground Worth Fighting For: Key Terrain in Military and Business Strategy.
- Be Prepared; You Can't Bleed Your Way to Victory
- The Mirror Nobody Wants to Look Into
Staff
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Charles Ottman
Website and Learning Platform Development
He eventually got access to the PDP 11/70 once he entered high school and has subsequently used numerous computers and operating systems throughout the years.
Having used the early Apple ][, the Northstar Horizon, and IBM XT, he was exposed to some of the earliest personal computer operating systems, DOS 3.3 on the Apple, CP/M on the Nortstar and MS-DOS on the IBM XT. As time passed MS-DOS moved up through its various versions and eventually evolved into MS-Windows. He's since went on to use all the versions of MS-Windows, Mac OS X, a few flavors of UNIX, and various Linux distributions settling on Ubuntu for daily-driver use at home.
Charles is a collector of some of these old machines as well and still has his original Apple //e and the Bally Astrocade. He also has some Commodore and Atari equipment as well. If he had the room he'd like to add a few vintage arcade machines to his collection but manages to get by with the occasional trip to his local arcade and via emulation on modern PC or Raspberry Pi.
Currently he's running Windows 10 on a few machines so as to be able to manage the office network and MSSQL server. He knows various versions of BASIC, PASCAL, FORTRAN, COBOL, MS-SQL and enough C and PHP to be dangerous. He's been in charge of the this website since its inception as well as those of xonitek.com, josephparis.me, and theoutliersinn.com where he does double duty as the recording engineer/producer of the podcast found therein.
When not working with computers in a professional capacity he can be found still messing around with computers, crazy huh?, listening to his myriad music collection or attending a live concert, reading, cooking, baking, enjoying a glass of his favorite red wine, or cycling.
Advisory Board
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Paul Kohn
P.Eng PMP
André Eduardo Staedele
Operational Excellence Architect & Strategic Advisor
Dave Harry
“The Process Whisperer®”, Kata Coach, Black Belt Trainer
Jeff Naglestad
Senior Director, Global Regulatory Operations
Carlos Cruz
CEO & Founder of The Guiding Principles
As an experienced, multilingual, and multicultural executive with unique ability to manage diverse cultural organizations, he focuses on transforming wasteful behaviors across the enterprise. Implemented Shingo “Culture of Excellence” by synthesizing Best-in-Class methods, developed a culture to optimize flow, continuous improvement, enterprise-wide learning, data driven statistical methods, and utilizes tools to develop people-centered leadership approaches to create high performing, quality driven, compelling vision to reduce cost by eliminating non-value-added waste, grow revenue, and improve the customer experience by sustaining a culture of operational excellence.
Isaac Rodriguez
Founder @ Double Eagle Process
Isaac Rodriguez es el Presidente y Director Ejecutivo de Provident Loan Society, una de las instituciones de crédito más antiguas del país. La Provident Loan Society es una organización sin fines de lucro que fue fundada por JP Morgan y Cornelius Vanderbilt II durante el pánico financiero de 1893. Como Director Ejecutivo, el Sr. Rodriguez se encarga de supervisar las operaciones diarias de las cinco sucursales de Provident Loan que prestan sus servicios a 40 mil personas en Nueva York. El Sr. Rodriguez también es el Fundador y Director de Double Eagle Process, una organización de consultoría que brinda servicios de entrenamiento, capacitación, marketing y comunicaciones dirigidos a individuos y empresarios en los cuales se utilizan elementos de las artes escénicas. Su experiencia profesional incluye puestos bancarios en posiciones senior dentro de importantes instituciones financieras de centros monetarios incluidos el Banco Santander, Sovereign Bank, General Electric Capital Corporation, JP Morgan Chase y el Bank of New York. También se desempeñó como Presidente de una compañía mayorista de productos no perecederos y fue electo dos veces como presidente de Parent Assebly #1 de la Sociedad de Magos Americanos. Actualmente, el Sr. Rodriguez forma parte de las juntas directivas tanto de Artistic New Directions como de The Stationers Golf Association. Asimismo, es un actor de teatro comunitario con gran reputación y actual voluntario de varias organizaciones comunitarias y de caridad. Vive en Queens, NY.
Màxim Serra
Head of Business Process Excellence @ Novartis
Throughout his career, Màxim has worked and lived in various countries, leading over 100 operational excellence audits and assessments worldwide. He has been instrumental in delivering significant savings of millions of dollars through continuous improvement projects and initiatives. His expertise as a Certified Lean Six Sigma Master Black Belt has been invaluable in transforming companies and driving positive change. Additionally, some of his Lean and Total Productive Management programs have been recognized by Japan Institute of Plant Maintenance, Kaizen Institute, Microsoft, and other Operational Excellence institutions.
Màxim is deeply passionate about Quality, Lean, and Continuous Improvement, and his unwavering enthusiasm is contagious. He has trained over 1,200 people in Problem-Solving, Quality, and Lean tools and methods and has certified over 100 people in LSS Green and Black Belt. Màxim has also authored many technical publications and spent several years collaborating and teaching Quality, Lean, and Operations Effectiveness at the American University of Sharjah (AUS-UAE) and within several Exec-MBA programs.
Wasim Mushtaq
Managing Director at 1CG.
He spent his formative years in business banking at Abbey National Bank; followed by global banking and markets at RBS where I managed teams delivering all UK Libor lending for commercial and corporate banking.
Moving onto Barclays Wealth Management as VP Head of Credit Operations, and onto the Operations Lead role to launch Smart Investor. Before consulting in the CIO office to deliver group programmes covering system decommissioning, platform implementations, banking entity closures, launching new products, and structural reform for the Private Bank.
Transitioning into fintech as Director of Operations and Projects at AskIf, launching CBILS with the British Business Bank as part of the initial wave of UK lenders. Developing SME green finance innovations, managing operational third-party vendors, brokers and external client lending portfolios utilising managed services.
Joining Standard Chartered Bank as their Transformation Lead in Financial Markets, delivering global change initiatives impacting all 45 regulatory markets. Leading the plan, design and transition of a material outsourcing programme under NDA within a full RFP lifecycle. Delivering business outcomes in people, operations, technology, communications, finance, risk & transition workstreams.
Most recently as the Interim COO of CFIT (Centre for Finance, Innovation and Technology), where he led overall capability across the organisation. This included governance, risk management, reporting, operations, finance, technology, HR and programme delivery. Partnering and providing ExCo leadership to drive forward strategic deliverables across Coalitions, Ecosystems and Partnerships.
Wasim received his Master’s in Economics from the University of Glasgow and more recently completed executive certificates at Saïd Business School, University of Oxford, and MIT Sloan School of Management. His focus areas are business strategy, digital transformation, client journeys, process reengineering, lending, regulatory adherence, corporate innovation, platforms, open finance, and outsourcing solutions.
Curtis Bakle
Founder/President @ Palmetto Premier Consulting, LLC
He is passionate about working with organizations that strives for improvement and growth linking his expertise in manufacturing and strategic mindset with a passion for leadership and people.
Utilizing his extensive manufacturing experience across global locations to establish production increases, optimize variable cost, create efficiencies in maintenance cost, and develop capital investment strategies with high return on investments to maximize profitability.
Curtis is well versed in demonstrating management best practices and a serving leader in operational leadership working with front line people and board executives. This unique ability to understand how culture, mindsets, and dynamics can change an organization and forge a new path that leads to breakthrough achievements. Leadership can manage ambiguity and complexity to create direction and simplification ending in systematic operations.
Curtis graduated from the University of Toledo with a degree in Chemical Engineering. He has earned a certificate program at the MIT Sloan School of Business in the Operations Academy.
James Considine
Chief Operating Officer @ AMC Health
His career has included leadership roles in operations, strategic marketing, continuous improvement, and business transformation in Fortune 500 firms including Royal Philips, General Electric, Quad Graphics, and Thomson Publishing.
His breadth of experience includes direct engagement with all organizations from back office to sales and has involved clients and colleagues on 6 continents.
He has led multiple organization-wide transformation initiatives, including Lean deployments, Digital Transformation efforts, and operational excellence programs, delivering over $250M in top and bottom line impact.
In 2019 he launched The Hedgehog Group, a boutique coaching and consulting firm providing advisory and consulting services to digital health, telemedicine, insurance and communications organizations.
Representative accomplishments include:
- Operations & Quality: Achieved record productivity and financial improvements as part of $50M+ annual lean-driven productivity/cost reduction portfolio in Philips Imaging. Led enterprise transformation program overhauling imaging equipment inventory, fulfillment and installation, saving over $15M and establishing company-wide best practices.
- Digital Transformation Leadership: Designed and launched first-ever Digital Boot Camp at Philips to create roadmap and critical mass of change agents and early digital-first initiatives. Overhauled portfolio planning and scrum team structure, boosting output by 50%.
- Strategic Marketing and Commercial Operations: Implemented standard work for evaluating over $1 Billion in complex transactions including large sales, M&A and asset sales. Led business turnaround in key Philips market performance; improved market share by 35%, orders by 40% and customer retention by 30%.
He earned a BA in Philosophy and MBA in Finance from the University at Albany, and was trained at the GE Crotonville Center in Leadership, Advanced Management, and Change Acceleration. He is also a Lean Six Sigma Master Black Belt and Scaled Agile Leader.
Service has included board trustee and advisor roles at Make A Wish Foundation, The Leapfrog Group, National Patient Safety Foundation, and The Beryl Institute for Patient Experience.
Industry Vertical Expertise Healthcare | Medical Devices | Telemedicine | Digital Health | SaaS | Energy & Power Generation
Jim de Vries
Founder, Managing Partner @ EIG Consulting
Jim currently serves as Founder, Managing Partner at Enhance International Group - comprising of 80 Providers covering People, Process, Data and t Technology. His teams lead initiatives focused on leadership and employment development, AI-Agentic Digital-Twins infused Kitty Hawk™ Strategy Planning, New Product Development, Activating Industry 5.0, Farm-to-Fuel™, Supply Chain Management, Supply Chain Risk & Resiliency, supply chain transparency (Trust Acceleration Index™ and n-tier SC Transparency Exchange™), ChainSightAQ™, risk alert, Optimal Ops™, Non-Hallucinating AI - Voice Chatbot, control towers, performance result-driven, analytics, and trust‑based collaboration models. His work bridges government, commercial and public‑sector ecosystems, translating complex technical, behavioral, and governance challenges into practical, adoption‑ready frameworks. He has led multi‑stakeholder programs involving OEMs, suppliers, government stakeholders, and consortium partners, including work aligned to Technology Readiness Levels (TRL 1–10) and national‑scale transition planning.
He is known for a pragmatic, systems‑oriented approach that emphasizes reciprocity, psychological safety, and measurable outcomes—ensuring transparency efforts deliver real operational value rather than additional friction.
Nikki Libera
Head of Business Improvement @ Nuclear Restoration Services (NRS)
Nikki Libera is a senior operational excellence leader with a career spanning some of the most complex, highly regulated, and safety-critical environments in the UK chemical and nuclear sectors. She is currently Head of Business Improvement at Nuclear Restoration Services (NRS), where she leads the strategic design and deployment of enterprise-wide continuous improvement across a nationally significant nuclear decommissioning mission.
Nikki’s leadership is grounded in deep operational experience. Prior to her corporate role, she held several senior site and programme leadership positions, including NRS Head of Higher Activity Waste, where she led multi-disciplinary teams delivering high-hazard activities under intense regulatory scrutiny. Responsible for balancing safety, assurance, operational delivery, and value for money, she developed a pragmatic, frontline-focused approach to improvement that continues to shape her work today.
As Head of Business Improvement, Nikki has been instrumental in evolving continuous improvement from a collection of tools into a cohesive, auditable business operating model. She leads the development of the NRS improvement strategy, governance, capability framework, and cultural embedment approach, helping to establish a consistent, enterprise-wide way of working across a distributed nuclear estate. Her work focuses on strengthening leadership ownership, building sustainable internal capability, and enabling teams to solve problems confidently and safely.
Nikki is a Lean Six Sigma Black Belt and Lean Competency SystemLevel 2B accredited, with extensive experience deploying structured improvement methodologies in environments where failure is not an option. She has led and scaled improvement initiatives across multiple sites, delivering measurable operational, efficiency, and cultural outcomes while maintaining the highest standards of nuclear safety and regulatory compliance.
Through her advisory board role with the OpEx Society, Nikki brings a grounded, real-world perspective on applying operational excellence in safety-critical, highly regulated environments, bridging strategy and execution to deliver sustainable, value-led performance.
Benjamin P. Taylor
Managing Partner, RedQuadrant
Pedro Monteiro
Operational Excellence Manager & theleanmag founder
Industrial Engineer by education, Pedro has deepened his operations knowledge with a Porto Business School's Operations Management graduate and worked in process engineering and lean management roles in global organizations in the automotive, electrical, and metalworking industries.
In love at first sight with the lean and continuous improvement mindset, Pedro is a lean practitioner, kaizen coach, lean evangelist through theleanmag and social media.
theleanmag (www.theleanmag.com) is an online magazine about lean, continuous improvement, operation excellence, strategy, and leadership. With 600+ registered members across 50+ countries and 30 different industries, it also works as a worldwide community, establishing partnerships with companies, businesses, and institutions to expand the network and create opportunities.
Pedro is also the co-founder of YOKOTEN (www.yokoten.pt), a benchmarking network for "excellence sharing" in Portugal
Donna O'Leary
CxO, MBA, PMP
José Pires
President - Excellence & Innovation
Jason Prochilo
CEO @ Lone Star Storage Trailers
Recognized as a forward-thinking leader and catalyst for continuous improvement, Jason is a decisive CEO known for his passion, energy, and ability to grow companies well ahead of industry benchmarks. Jason inspires teams to think differently through collaborative partnerships, delivering beyond what others believe is possible. Jason’s success in optimizing business value and creating efficiencies utilizing the Kaizen philosophy has led to historic gains in building world-class manufacturing entities, global order fulfillment businesses, and, most recently, one of the fastest-growing portable storage and transportation companies in the US. With numerous industry accolades and patent-granted collaborations, Jason’s ability to visualize and create future success has set him apart from those merely satisfied with yesterday’s accomplishments. Before his success as an executive, Jason honorably served nine years in the United States Marine Corps as a Chemical, Biological, Radiological, and Nuclear Defense Sergeant. As a decorated and distinguished leader with a Top Secret (SSBI) security clearance, Jason was hand-selected by commanding officers to present sensitive situation briefs as a subject matter expert while leading operations during Operation Alljah (Phantom Thunder) in Fallujah, Iraq. Jason resides in Central Texas with his wife, Stephanie, their two children, and Plott hound. Away from the office, he is an avid golfer, outdoor enthusiast, youth sports coach, and community volunteer. Currently, Jason is co-creating a non-profit to deliver equitable societal opportunities to youth in lower-income and minority communities.
Brett Nelson, P.Eng.
Founder - Operational Excellence Network
Neil Corriveau
Principal Architect and Strategist | Enterprise Transformation & Operational Integrity
Neil’s professional modus operandi is his #ClarifyToday initiative – a guiding principle focused on replacing generic and unclear platitudes with actionable clarity. He leverages a disciplined PPIT framework (aligning People, Process, Information, and Technology) to help organizations transform siloed activities into resilient value delivery engines.
A firm believer in continuous learning and improvement, Neil is an avid reader with a deep interest in organizational psychology, systems thinking, and behavioural economics. Outside of his professional architecture work, he stays fit through weightlifting and exercise, and remains active in the community playing slo-pitch and hockey. While he cheers for his son in the crease, Neil prefers the view from the blue line as a defenseman and remains a dedicated Montreal Canadiens fan. Go Habs Go! He resides in Manotick with his loving spouse and their blended family of five children.
Casey Ang
International Best-Selling Author of R.I.S.E. After The Storm, Speaker, and Coach
- Translate corporate strategies into actionable plan
- Enhance their bottom line savings and top-line growth
- Reduce process cycle time and lead time
- Reduce inventory
- Improve product quality and manufacturing operations
- Create effective operational management dashboard.
Steven Blake
International Management Consultant | Organizational Effectiveness | Operational Excellence Leader | Facilitator
Ron Crabtree
CEO MetaOps Inc./MetaExperts MLSSBB, CSCTA, CPOE
Paul Docherty
Founder and Executive Director, i-nexus
Piotr Pikuła
CFO, Interim Manager, Controlling
Andrea Benfenati
Founder @ Newconsulting
Sebastian Huber
Head Executive Education @ Lucerne University of Applied Sciences and Arts
Jason Kanigan
Smallsat Manufacturing & Data Science Catalyst & CEO
Steven Bonacorsi
President @ International Standard for Lean Six Sigma
- Master Black Belt in Lean Six Sigma Methodology.
- Expert in Kaizen event for rapid project execution.
- Certified PMP (Project Management Professional)
- Masters in Business Administration (MBA)
- Masters in Computer Information Systems (MS-CIS)
- Numerous IT certifications.
- Over 20 years of Professional Business Consulting experience at the C-Level.
Dean Sorensen
Founder, IBP Collaborative
- Manage complexity across global supply chains
- Achieve sustainable cost reduction and profitable growth
- Institutionalize process thinking and operational excellence
Carey Lohrenz
CEO, Keynote Spkr, Ldrshp Coach, WSJ Bestselling Author
As the first female F-14 Tomcat Fighter Pilot in the U.S. Navy, having flown missions worldwide as a combat-mission-ready United States Navy pilot, Lohrenz is used to working in fast moving, dynamic environments, where inconsistent execution can generate catastrophic results.
A Wall Street Journal best selling author of Fearless Leadership: High Performance Lessons From the Flight Deck, Carey works with top Fortune 500 companies providing inspirational keynotes, leadership training, and executive coaching.
Company: Carey Lohrenz Enterprises, LLC. CEO
- Continuous Improvement: A Fighter Pilot's Culture of Performance
- High Performing Organizations & Lean Six Sigma; Achieving Dramatic & Sustainable Results by Carey "Vixen" Lohrenz
- Continuous Improvement: A Fighter Pilot's Culture of High Performance
- 7 Ways to Identify Humility vs Arrogance in Leadership
Stephen Cherlet
Local & Global Executive Solutions, Supply Chain Management and Operational Excellence
Specialties: Board support, Supply Chain Transformation, Lean and Operations Excellence, strategic planning, Executive Sales & Operations Planning, technology direction and investment, project management, and team building.
Raimund Laqua, PMP, P.Eng.
Founder, Chief Compliance Engineer @ Lean Compliance
I am currently authoring a book on the topic of, "Operational Compliance: Staying Between the Lines and Ahead of Risk". This is based on my experience across my career working for hundreds of organizations and companies in highly regulated, high-risk industries and lessons learned making compliance work. This has given me a unique perspective having witnessed how safety, security, sustainability, quality, environmental, legal, and regulatory programs and technologies are used to advance compliance outcomes.
I publish weekly blog articles, and speak on the topics of risk, compliance, ethics, AI, and Lean principles and practices. I recently started a community of practice to help all compliance practitioners across all sectors elevate their compliance. This community meets every Monday @ Noon on Zoom.
I chair the AI Committee at E4P (Engineers for the Profession) advocating for the recognition and right to practice for emerging engineering disciplines. As a profession we need to do more to elevate the role engineering across the multiple disciplines that are needed today such as AI engineering, Cyber security, Quantum and many others.
I am a member of the ISO Working group to develop a global standard for ESG.
As a professional engineer I recognize that I have a duty to uphold the public welfare as paramount and this informs my work and how I engage with clients, my community, and others to advance human flourishing.
Joerg M. Baier
Sr. OpEx Manager at Centre of OpEx
Joe Spadaford
President @ J Francis Consulting LLC
- Executive coaching to C suite (or aspiring C suite) leaders to develop the specific skills they need to take on greater leadership roles.
- Assessments of the context within which a business must execute on its value proposition –identifying targets for improvement with suggested road maps and action plans.
- Assisting executive management in strategic assessments, planning, and the execution of any needed operational transformation to achieve growth objectives.
Throughout a distinguished 30+ year career in banking, insurance and corporate securities businesses, Joe held a series of senior positions including president of an industry-leading corporate stock transfer and services business, president of a broker-dealer, and chief operating officer for multiple lines of business. In every position he held, Joe combined a collaborative style of engagement with a highly disciplined analytical process to create a climate of trust, positive energy, and teamwork unique to most corporate leadership teams. Examples of his success as a highly respected leader include the turnaround of a corporate stock transfer business--repositioning a struggling $100 million business into an industry-leading service provider and profit leader; re-engineering a complex service operation supporting a multi-billion loan portfolio with breakthrough improvements in service delivery, efficiency and productivity; strengthening executive management teams while simultaneously facilitating transformational change programs in the US, UK and Canada that continue to drive long term results.
Joe has spoken at forums on operational excellence including the Business Transformation & Operational Excellence World Summit where he spoke about using a corporate crisis to drive transformational change. He was a contributing author to the book: “Operating Model Canvas” by Van Haren Publishing. His articles have appeared in the Operational Excellence Society Newsletter, National Productivity Review and the Bank Administration Institute magazine. Joe holds a BSBA degree in business from the University of Dayton and an MBA from Adelphi University in Banking and Financial Markets. He is a Certified Public Accountant in NY State, and a Certified Master Black Belt in Six Sigma from AXA Financial. Joe has been a member of the University of Dayton’s Board of Trustees for 10 years and chaired their Audit & Risk Committee. He is married, lives in Chester Springs PA, and has five grown children.
Conor Troy
Owner, Mng Director - Conor Troy Consult'g
AREAS OF EXPERTISE
- 10 year of experience in global Consumer Goods industry (Detergents, Personal Care, Foods)
- More than 15 years experience in Consulting to international clients in Consumer Goods, Pharmaceuticals and Chemicals industries
- Expert knowledge and experience in the supply chain performance improvement programs and initiatives
- Areas of expertise in Operational Excellence, Lean Management und Total Productive Maintenance program implementation
- Concept development of Maintenance Management Systems, Shop Floor Management Systems and OpEx Performance Management Systems
- Organisational development and Change Management
Jonathan Escobar
CEO & Partner Actio Global Consulting
Philip Holt
Senior VP, Global Transformation @ GKN Aerospace
Srilakshmi (Sri) Tella
VP, Customer & Commercial Services
At McKesson Technology, Sri currently serves as the VP of Enterprise Commercial Services, where she directs the transformation of Salesforce and B2B platforms, generating substantial business value through the incorporation of Generative AI. Her strategic leadership has not only positioned McKesson as an industry leader in B2B integrations but also improved customer retention 20% improvement in customer. Her efforts in advocating for modernization and leveraging market analysis have consistently delivered continuous value, enhancing both the company's platform capabilities and its competitive edge.
Sri's career is also distinguished by her commitment to societal contributions and mentorship. She actively participates in the Stevie Awards for Sales & Customer Service and is a member of the judging committee for thought leadership awards. Her involvement with the Technology Association of Georgia as a student mentor underscores her dedication to nurturing the next generation of technology leaders.
As a lifelong learner, Sri holds a Bachelor of Engineering in Computer Science and Engineering and has pursued further leadership development through prestigious programs. Her certifications in Salesforce and Oracle, among others, reflect her technical proficiency and her commitment to staying at the forefront of technological advancements. Sri Tella's career is a testament to her passion for innovation, her strategic acumen, building high performance teams and her unwavering dedication to making a positive impact in the technology space.
Anne Kampf
Author/ Advisor for Business Development and Inorganic Projects
She is the creator of Kampf Alignment Physics™, a framework applying principles of structure and system dynamics to human and organizational performance under pressure.
With a background in physics and experience as a people leader and mentor, Anne brings a structured perspective to how trust, cognition, culture, and decision-making interact in complex systems. She is a Certified Post-Merger Integration Expert (IMAA) and trained in conflict mediation and applied behavioral approaches.
Anne also hosts independent LinkedIn Live sessions focused on leadership, complexity, and human dynamics, creating space for practitioner dialogue and cross-disciplinary learning.
Shereen Mosallam
Digitalization and Operational Excellence Consultant
Experienced Supply Chain, Localization, and Lean Six Sigma Master Black Belt with a demonstrated history of working in the management consulting industry. Skilled in Analytics, DMAIC, Operational Excellence, SCOR, Industry 4.0 readiness, Digitalization Strategy, Value stream mapping, Lean Deployment, Black Belt, Strategy Deployment, and Manufacturing Operations. Strong business development, professional with a Master of Business Administration – MBA focused on Business Administration, Management, and Operations from the American University in Cairo.
Recognized ability to utilize technical acumen, operations knowledge and Six Sigma root cause analysis expertise to identify and implement optimal solutions to complex issues.
Reputation as an effective leader with demonstrated skill in organizing work and engaging people in the pursuit of achieving results, while not afraid to get her hands dirty.
Regarded as a subject matter expert with a record of accomplishment of applying BPR, Lean Supply Chain and Six Sigma expertise in identifying technical and transactional opportunities for improvement.
Sam Storm
The 'Agile' Guy
1. Acknowledging that the world is uncertain, and that despite our best efforts to be right, we will frequently be wrong.
2. Creating ways of working that quickly lets us find out what we are wrong about, change those things, and learn from the results.
3. Building things (products, organisations) in a way that makes them quick, safe and easy to change based on these learnings.
Agile is the art of being less wrong, faster. I help people and organisations be more agile.
Morphis Tsalikidis
CEO, Founder - Morphis Consulting
- Turnaround and restructuring plan for P&C Insurance
- Lean Management program deployment
- Black Belt and Green Belt training
- End-to-end transformation of Motor Claim process
- Company Project Office set up
Sergei Brovkin
Performance Project Management | Change Management | Team Effectiveness
Sam Yankelevitch
CEO, Xpress Lingo Solutions
Steve Waszak
Vice President of Operational Excellence @ Greene Group Industries
Throughout his career, Steve has worked closely with leadership teams to navigate complexity, improve performance, and translate strategy into measurable operational results. His experience spans strategy, operations, and leadership development, with a focus on helping organizations align around what matters most and execute with consistency in dynamic environments.
He is known for bringing a thoughtful, practical approach to operational excellence, grounded in the belief that sustainable performance starts with clear perspective and strong leadership alignment.
Helmut Welke
Principal, Welke International, LLC
John Lovell
Director of OpEx - Rockwell Collins
John Bailey
COO, Program Director, Growing Start- & Scale-ups
Repeatedly selected by CxOs of world-class companies to lead their most challenging areas & initiatives with up to 350 people, €30 million P&L & €500 million revenue growth responsibility
Advisory Board, NED & Business Angel roles mentoring entrepreneurs, senior executives & their teams in growing their ventures
Wilson Faure
Principal Consultant - Advanced Global Partners
Suzel Wyvill-Jones
Principal, Technical Solutions Management
I specialize in Agile methodologies, driving efficiency and business agility in the fast-paced digital landscape. My proficiency in Business and Enterprise Architecture enables me to align technology strategies with business objectives, creating impactful IT initiatives and scalable infrastructures.
As a proactive leader, I thrive on identifying opportunities and implementing innovative solutions. My multilingual skills enhance communication in today's interconnected world, fostering collaboration and productivity.
Committed to empowering teams through education and tailored support, I excel at managing stakeholder concerns and making balanced decisions to promote effective leadership. I am enthusiastic about leveraging my skills to drive operational excellence and facilitate growth within your organization.
Alexey Baranov
Director General, Senior Trainer, Consultant
Pete Morland
Owner @ Pete Morland Consulting
Pete Morland Consulting brings his operational and cultural transformational expertise and partners with boards and C-suite executives to design and embed the organizational culture required to accelerate business growth. Known for a candid, high-velocity approach to change management and a unique ability to align leadership and operational teams—driving continuous improvement from the shop floor to the boardroom.
Dan Cockerell
Disney Keynote Speaker, Author
Hal G. Frohreich
Nationally Recognized Lean Professional | Global Coach & Mentor to CEOs and Operations Teams
Malu Septien Milan
Sr. VP Digital Transformation
Michael J. Webb
Author - Continuous improvement in sales and marketing
Lee Sellenraad
Principal. Director – US Industrial Project and Program Management
- Program / change management and development support
- Project Management
- Process integration and optimization
- Mergers and acquisitions
- Environmental, sustainability and governance services
- Decarbonization efforts
Clym Stock-Williams
Head of Operational Excellence @ Vattenfall
David Thompson
President @ Quality Program Improvements, Inc.
Ed van den Heever
Jon Tudor
Founder/Director, True North Excellence
Albino Feijo
COO | Head of Transformation | Builder of Culture Excellence
During his career Albino has led the Operational Excellence program at The Coca-Cola Company and its Latin American major bottlers, stood up and led the Process Innovation & Automation program at Target and led the Digital Manufacturing and Business Development at Tyson Foods core business units.
Alongside his sharp business vision and financial acumen, he is recognized for talent development, setting high standards of behavior and work execution. He has championed diversity initiatives, enriched by experience managing in variety of cultural environments, spanning US, Latin America, Europe, and India. He is fluent in Portuguese, English, and Spanish. Albino earned his MBA from Insead (France) and BSc in Mechanical Engineering from ITA (Brazil), and he is a Master Black Belt and a Certified Supply Chain Practitioner from ASCM.
Chuck DeBusk
Author & Principal @ Kinetic Resolution, LLC.
Andrew E. Chrostowski
NACD Certified Director and Board Advisor
Frederick Fladmark
Forsvaret - Norwegian Armed Forces Army Officer
Frederick’s approach – Intention Based Leadership
Many businesses now operate in ever-changing and complex environments. In order to cope many businesses must go from being efficient to being adaptable.Towards an effective solution
Frederick believes the best solution is to learn from the best. Take their strongest and most suitable parts and implement them into your business. Contemporary modern day militaries are some of the best at adapting to complex and dynamic environments. They have developed by necessity of the operating on the battlefields in Iraq and Afghanistan. Frederick’s approach is to take the most suitable parts from modern military organisations and implement them in your business. The benefits can help your business adapt and thrive in complex environments. This will help you become more adaptable and effective. It is also creates a much for fun and motivating place to work! Frederick believes most organisations can significantly improve their effectiveness by understanding their ‘mission’ and applying simple principles around clarity, alignment and confidence.Areas of specialism include:
· Organizational decision-making · Strategy implementation · Developing high performance teams · Leadership developmentFrederick’s Background
Frederick left the Norwegian Armed Forces in 2017 as a Captain. Here he served as a Military intelligence officer. Frederick has also led and trained teams of Military intelligence analysts in support of operational battlefield commanders and strategic decision makers. He has supported NATO Special Operation Forces in the urban jungle of Kabul, Afghanistan and led soldiers in extreme arctic winter conditions. Before joining the Norwegian Armed Forces in 2010. Frederick worked as Financial Futures Trader. From 2003-2007 Frederick studied Economics & Politics at the University of Edinburgh (MA with Hons).Outside Work
Frederick has a passion for health and well-being and the great outdoors. Frederick takes advantage of being based in Norway. His hobbies include cross-country skiing, running and crossfit and mountain walking. Frederick has developed an addiction for pushing his body while being in the army. He enjoys taking part in Ski marathons like the Birkebeinerrennet. He also enjoys Ice bathing in Norwegian winter fjords. (if that is possible to enjoy!?) Frederick is inspired by... working with others to design and improve teams and organisations. Favorite quotation… Victory awaits him who has everything in order, luck, people call it. Defeat is certain for him who has neglected to take the necessary precautions in time, this is called bad luck. ― Roald Amundsen If he could be superman for the day he would… he would ”Remove all the rubbish from the world’s seas…then return to beat my personal best for the Birkebeinerrennet ski marathon!”David K. Schneider
Mentor, Master Logistician, Leader, Agent of Change
Billy Taylor
CEO LinkedXL Business Operating System Architect Firm
Billy's deep experience with strategy development, deployment, and execution at Goodyear led him to lead multiple turnarounds within the company, ultimately achieving the position as a senior executive leading operations. During his tenure, he led the company to new heights, resulting in a remarkable increase in the company's earnings from -$38 million to over $1 Billion.
Today, Billy is a highly respected figure in the global manufacturing industry, universities, international conferences, and the U.S. military. He is known for his trusted LinkedXL process, which helps build effective business operating systems. Working alongside his trusted team, Billy helps global brands achieve breakthrough and record-breaking results by aligning their entire workforce around clear outcomes and systems that drive ownership and execution.
Billy's remarkable achievements and success in delivering breakthrough results have made him a valuable asset to organizations worldwide. With his knowledge, skills, and expertise, he continues to inspire and lead many in the industry to achieve sustainable growth and operational excellence.
Vir Alvaran
Founder - CloserToLean-Six Sigma Consulting Inc.
Vir was national president of the Association of Industrial Engineers of the Philippines and concurrent president of the Institute of Industrial and Systems Engineers-Philippine Chapter, prior to their "merger" as the Philippine Institute of Industrial Engineers. Upon his immigration to Canada, he became active in the IISE - Region XIV, for many years also known as the Canadian Society for Industrial Engineering (CSIE). He was a presenter-speaker in three of the CSIE/IISE annual conferences in Canada -- once in Toronto-Ontario and twice in Montreal-Quebec.
Vir is the founder of CloserToLean-Six Sigma Consulting Inc., which he intends to serve as his tool to help younger professionals, (online or virtual, especially in the less developed countries who cannot afford the big ticket consultants), to keep up to date in the emerging Operational Excellence worldwide.
Peter Evans
Director of Service & Performance Management for Business Service Operations
Dr. Timo Wiegmann
Global Interim Manager on C-Level, Board and PE firm adviser and, Lecturer.
Growth architect who leverages industry expertise to identify and capitalize on market trends and opportunities that take companies to new levels of growth and profitability.
With profound business acumen, financial insights, and extensive international experiences (Europe, U.S., Asia, China, India), combined with in-depth understandings of the Western and South East Asian economies, Dr. Wiegmann is a thought leader in his field of expertise. As a lecturer for “Production & Procurement Principles” and “Supply Chain Management”, Timo is giving his global experiences to the next generation of young leaders.
Greg Hutchins
Principal Engineer of Quality+Engineering. Founder of Certified Enterprise Risk Manager® (CERM) Academy
Steven Wilson
Strategic Advisor at CIRAS - Iowa State University
Manuel Ugarte
Cloud Solutions Architect, Microsoft Azure Edge + Platform Group
- I recently concluded my military career and started a new one in the technology industry. My many passions & endless curiosity has taken me to all sorts of worldwide experiences.
- My career interest is Information technology to accelerate digital transformation initiatives. I aspire to be involved in global strategic growth by catapulting digital transformation services.
Education & Professional Certifications
- Executive Program certification in Management and Leadership with focus on technology business strategies -- Massachusetts Institute of Technology.
- Artificial Intelligence Specialist / Python for Data Science & AI (IBM)
- US Army Certified Lean Six Sigma Black Belt practitioner and trained Master Black Belt.
- S. in Mechanical Engineering and postgraduate education in business administration, operations research, and engineering management.
Donald Kuk
MEDNAX Health, Chief Transformation Officer
Roger Wilcox
Managing Director, Matrixx Solutions
With over 33 years of experience in the energy industry, Roger brings a wealth of internationally diverse expertise. He combines a strong tactical operational foundation with sharp business acumen, cultural awareness, and a global perspective. While he began his career as an engineer, he found his true passion in transformation and operational leadership, where he has made a lasting impact.
Executives and leaders consistently seek Roger’s expertise to implement operational excellence practices and embed sustainable ways of working. He has a long-standing record of delivering value, driving performance improvement, and ensuring lasting operational success.
Roger is also highly experienced in facilitating workshops and meetings that foster collaboration among cross-functional teams and lead to actionable outcomes. His passion lies in providing creative solutions that empower leaders to achieve their vision and elevate their success.
C. Andrew Pfeiffer
Process Excellence | Business Transformation | Intelligent Automation
Andrew’s career has been driven by a passion for process excellence, originally triggered in his university days, when he did an independent study with a professor on ‘Out of the Crisis’ by W. Edwards Deming. He has helped drive transformation programs at companies like Microsoft, Cisco and Hewlett-Packard, while also delivering process improvement projects and standing up process management capabilities at dozens of other companies. These opportunities came while Andrew was a consultant at several of the top process modeling and management software companies in the world, giving him unique insight and expertise in the combination of process excellence and process automation.
He is an ASQ-certified Six-Sigma Black Belt, a Project Management Professional, a Certified Business Process Professional and a LUMA-certified Human-Centered Design instructor. He is also ProSci Change Management Practitioner and a graduate of the Better Teams’ ‘Team Consultant Academy’ program.
Andrew has a degree in Operations Management and International business from Penn State University and an MBA from the University of Illinois, Urbana-Champaign. He lives in Johns Creek, Georgia, outside Atlanta, with his wife and two children.

