Webinar Series


Digital Marketing 101
Tuesday, June 7, 2016 4:00 p.m. EDT
Presented by Canary Labs

Let Jeff Knepper, Executive Director of Sales for Canary Labs, help you take the first steps in establishing a digital presence. The first of a series of short, 20-minute webinar presentations, Jeff will focus on: the basics of digital marketing, how to check your keyword ranking, and the importance of SEO. All sessions will be designed with the novice or first-time marketer in mind. 

Register Now


Strategic Planning is Not an Event, It is a Continuous Process
Wednesday, June 8, 2016 11:00 a.m. EDT
Anthony Valasek, PREMIER System Integrators

Strategic planning is critical to the growth and development of an organization. Like the trickling source of a river, the direction of an organization starts with vision and mission statements, turns into a stream of strategic objectives, and transforms into a river of goals for departments, teams and individuals. Successfully navigating the river requires never losing your heading or risk running aground. While the current may take you slightly off course, you have to make continuous corrections. Regularly measuring your progress toward your objectives is required to reach your destination. Whether you have never considered strategic planning or have been doing it for years and would like to gather another perspective, please join this brief webinar to gain fundamentals for strategic planning and how that process can improve your organization’s operations. 

About the presenter: Anthony Valasek, MBA, PMP, PhD, is the engineering manager at PREMIER System Integrators,  a CSIA Certified Member in the greater Nashville area.  

This webinar is part of CSIA’s efforts to promote and provide training around the CSIA Best Practices and Benchmarks document. This webinar will focus on sections 1.1.1 through 1.1.3.

Register Now


When to Go Wireless with Industrial Communications 
Tuesday, June 14, 2016, 11:00 a.m. EDT
Zechariah Hoffman, Phoenix Contact

Wireless is the future and is being used more than ever in the industrial application space. In this webinar we will discuss the advantages that a wireless system has over a wired, what factors to look for when designing a reliable wireless system, the various wireless technologies that exist and the application spaces in which that each technology is typically used. 

Register Now

Monthly CSIA webinars are sponsored by Software ToolboxSoftware-Toolbox


Some recordings require the free Webex .ARF player to view

Top 3 things to know about increasing efficiency with HART
Tuesday, May 3, 2016
presented by Phoenix Contact
There is an increasing need for systems to become more lean and efficient to increase production, reduce costs and avoid unplanned shutdowns. Leveraging the power of smart instrumentation can be a powerful tool in providing these benefits. Most installed instrumentation in the field today are plain digital and analogue devices, however the majority of this instrumentation is also HART capable. HART diagnostic data provides the benefit of being able to maximize preventive maintenance and obtain the information needed to improve your system. With the advent of HART IP or HART over ethernet, there has never been a better time to start thinking of the plant of the future.

Instituting Best Practices – Two Integrators’ Perspectives
Thursday, March 17, 2016
Why should you adopt CSIA's Best Practices? Where do you start? Charles I. Sheets, PE, director, Industrial Systems Division at Matrix Technologies, Inc. and Steve Palmgren, PE, VP of Texas Operations at Patti Engineering, Inc. will share their perspectives on adopting CSIA Best Practices within their companies and the implications of it over the years. This webinar is the second in a series to promote and provide training around CSIA Best Practices.

Best Practices and Benchmarks Section 5 – Project Management
Thursday, February 25, 2016
Jeff Miller, Director of Project Management, Interstates Control Systems
Jeff Miller will walk participants through the key areas of Section 5 (Project Management) in the CSIA Best Practices manual. This section is one that integrators should focus on early when working to implement best practices into their systems. Better project management systems and practices provide a high return on investment for the integrator while delivering higher value to clients. Jeff will share what he finds adds the most value when preparing to pass the CSIA Certification audit. This webinar is the first of many to promote and provide training around CSIA Best Practices. An extensive Project Management (MT08W) remote leaning course will be offered beginning March 8 ($1,500 CSIA members / $1,765 non-members). This training is delivered remotely in a joint effort with ISA. 

Why the R&D Credit Just Keeps Getting Better for Systems Integrators
Tuesday, February 23, 2016
Presented by CSIA Partner member, alliantgroup
CSIA members and the rest of the systems integration community are among the millions of businesses that will see cash refunds and tax savings in 2016 as a result of the new and improved R&D Tax Credit. Before you file taxes this year, attend this webinar to: Find out if you are among the 80% of businesses sitting on overlooked benefits from previous years; Learn how your business may finally qualify in 2016, despite being precluded in years past; Discover an invaluable resource for long-term financial planning and technical reinvestments. A must-attend session for CEOs, presidents, and other decision makers. Combining technical expertise with an unmatched understanding of the tax code, alliantgroup has partnered with more than 3,500 CPA firms to help over 18,000 businesses claim more than $4 billion in tax incentives.
No Recording available. Contact alliantgroup for more information.

Use IoT to better support customers
Thursday, February 18
Presented by CSIA Partner member eWon
Enjoy easy, secure Remote Access to your panel, project or machine and save big on support costs! Learn how eWON VPN solutions provides a clean Remote Access solution used globally over 4,000,000 times:Easy setup and deployment; Multi-layered security approach; Customer keeps control; No fees, one-cost.
Recording to come.

CSIA Partners Webinar: Getting the most from your CSIA partnership and the Executive Conference
Friday, February 5, 2016
The CSIA Executive Conference isn’t your usual marketing and trade show event. This year is extra special as the CSIA ventures to Puerto Rico! You’ve invested in attending as an exhibitor, and you and your management expect an ROI.  Because this is not your usual event, attend this webinar where you will learn from experienced partners: 

  1. What skills your attendee should bring
  2. How this year’s Partner Expo night is unique
  3. How you get the most out of this unique event

Even if you’re not new to the conference, you owe it to yourself to invest 30 minutes to find out what you might not know and increase your ROI, especially given this year’s unique venue and expo setup!

Collecting Reliable Data in an Unreliable World 
Tuesday, January 12, 2016
Presented by Canary Labs
This webinar will discuss methods to secure and maintain reliable process data. Topics will include satellite communications, network communication dropouts, data replication and accidental shutdowns of computer systems. Recording

Increasing Plant-level Awareness of the Industrial Network
Wednesday, December 16, 2015
Presented by Panduit
Ethernet networks are becoming a critical link between the Manufacturing and Automation Systems and the Business Systems. With the number of connected industrial devices expected to increase dramatically in the future—the Internet of Things (IoT) is rapidly shifting toward an astonishing 50 billion connected devices by 2020—this creates a greater possibility of disruptions. With so many connected devices to manage, detection, diagnosis and problem resolution have become a costly and time-consuming task.IntraVUE, a premiere network diagnostic software tool, addresses the challenges unique to industrial environments, providing visibility into all levels of devices and connectivity, and enabling operational field technicians to efficiently communicate with IT resources. IntraVUE also helps to speed both documentation and deployment, and provides advanced analytics to optimize ongoing performance. Armed with this information, the software empowers controls professionals to shift from a reactive response approach—i.e.—responding only when a disruption occurs—to a pro-active approach, which can greatly improve both the uptime and performance of these critical, real-time networks.Recording to come.

PackML – The Journey to Standardization 
Thursday, December 10, 2015
Presented by RoviSys and OMAC
This web conference will introduce you to PackML and provide insight into the journey that Nestlé is taking toward global machine control standardization. CSIA Certified member, RoviSys, will review the benefits that PackML and PackTags bring to the system integrator community as a whole. Please join us for this informative web conference.Recording to come.

Positioning security with your customers as a resilience and reliability opportunity 
Thursday, December 3, 2015
Jeff Lund, Senior Director, Product Line Management, Belden
Network security isn’t all about hackers. In fact, 80% of ICS network incidents are unintentional. Still, the impacts they have on safety, productivity, and profitably are significant and very real. In this webinar you will learn why cyber security should be an important component of your customer’s overall network resiliency and redundancy strategy. Through documented incidents we will review the safety and economic impact that cyber security incidents can have on industrial control systems and show the business opportunity for you and your customers to secure their systems against such risks. We'll explain the components of a comprehensive security approach designed not only to keep hackers out, but equally important, to protect the systems from within, and share practical tips for you to help your customers get started. 

Demystifying Smart Manufacturing: Getting past the hype to reality 
Tuesday, November 24, 2015
Mike Yost, President, MESA International
Businesses will get smarter and faster as the Industrial-Internet-of-Things reshapes manufacturing. That means a manufacturer’s production operations are now strategic and need to be agile, responsive and reliable enough to match the speed of business. Join this webinar and learn how the Manufacturing Enterprise Solutions Association (MESA) is working to demystify “Smart Manufacturing” and drive real action and value in industry.

The Automated Edge for Control Panel Builders 
Tuesday, November 10, 2015
Presented by Pentair-Hoffman
Learn how custom control panel builders are reshaping their traditional processes to deliver solutions faster than ever before.  Utilizing automation, panel builders are increasing both productivity and quality – making them more competitive. No Recording available. Contact Pentair-Hoffman for more information.

Introducing CSIA Pulse: Relevant Metrics for Managing Your Integration Business 
Thursday, October 22, 2015
Jim Campbell, Viewpoint Systems, Inc; Cathy Durham, Capital Valuation Group; Don Roberts, Exotek LLC
CSIA Pulse will be officially introduced in early October this year. As you may recall, CSIA Pulse is a new, simpler, statistics program designed around feedback from our integrator members. The CSIA Pulse program is designed to give members ready-access to relevant member-wide metrics to help business owners and management set realistic targets for their efforts to improve company operations. In this webinar, we will give a brief overview of the Pulse goals and then dive into the parameters being gathered and why these parameters are useful for measuring your company performance. At the wrap-up, we’ll show how we are using Microsoft Excel to simplify the data collection and reporting process while exposing the performance indicator calculations and the reasons for computing these indicators. The confidentiality of your data is critical and we will continue to use iLumen to help manage the data collection, as we’ve done for the past several years. CSIA Pulse will propel the benefits of gathering statistics on company performance metrics across our CSIA integrator members. Please join us at this webinar to learn more about how you can improve your company performance by learning from others. 

Bottom-Line Automation: Making the Financial Case for Investments in Automation 
(Part 2 of 2)

Wednesday, October 21, 2015
Dr. Peter Martin, VP & Fellow at Schneider Electric Company
Automation system technology has the capability to drive huge amounts of business value improvements for industrial businesses. Unfortunately many automation projects do not. There are specific reasons why they don’t and clear and proven approaches and processes that will assure that they do. Both the barriers to success and a plan for success will be presented along with a case study on the right way to drive business value from automation and control

Best Practices in Remote Employee Communications

Thursday, September 24, 2015
Jeff Miller, Director of Project Management, Interstates Control Systems, Inc.
In today's world of fast-paced projects and remote work forces, businesses must master digital and remote communication or find themselves in the wake of failed projects and/or constant employee turnover. While many of us have been in business since before the use of cell phones, most new employees are used to communicating exclusively via technology. This webinar will explore methods for remote communication and best practices for ensuring it's done well. 

The Benefits of OPC – UA for Automation

Thursday, September 10
Thomas J. Burke - OPC Foundation; Presented by Progea
OPC UA is the newest, most widely supported, and most secure automation interoperability framework. OPC UA is gaining recognition as the interoperability platform for everything related to industrial automation, plus other domains, and the system solution for the Industrial Internet of Things and Industry 4.0.  OPC UA extends OPC Classic by adding important capabilities, such as platform independence, scalability and high availability. Register today for this webcast that will explain the value and benefits of integrating a solution based on OPC UA. 

Management Help Where It’s Needed Most
Wednesday, August  26
Anthony Valasek,  Engineering Manager, PREMIER System Integrators
Engineers promoted into management roles quickly learn they are not measured by their individual contributions, but rather by the performance of their staff. The Myers Briggs Type Indicator (MBTI) is a widely used tool that promotes the transformation from engineer to leader, specifically around the interaction with people. This webinar will show how gaining this practical knowledge leads to improvements in management areas such as change management, coaching, decision making, conflict management, team dynamics, project management and selling. This powerful information will take your leadership skills to the next level. 

How to Improve Efficiency in Proposal and Project Management Phase
Tuesday, August  25
Presented by RutamSoft
The process automation industry is unique where every job is a customized job. System integrators have to prepare project proposals to win and run the business. We will examine existing quotation processes and current methods; risks and opportunities for improvement; challenges facing system integrators and ways to overcome and stay competitive in the marketplace; and how we can create a connected solution to help all stakeholders from manufacturer, distributor, system integrator and OEM alike.

Bottom-Line Automation: Making the financial case for investments in automation
(Part 1 of 2)

Thursday, July 23, 2015
Dr. Peter Martin, VP & Fellow at Schneider Electric Company
Automation system technology has the capability to drive huge amounts of business value improvements for industrial businesses. Unfortunately many automation projects do not. There are specific reasons why they don’t and clear and proven approaches and processes that will assure that they do. Both the barriers to success and a plan for success will be presented along with a case study on the right way to drive business value from automation and control.

Industrial IP Advantage – The Bridge to IoT Value
Tuesday, July 21, 2015
Presented by Cisco, Panduit and Rockwell Automation
To capture value provided by the Internet of Things revolution, manufacturers are looking for system integrators that have the capabilities and skill sets to deliver a complete set of lifecycle services. This webinar will provide an overview of how the Industrial IP Advantage (www.industrial-ip.org) initiative and Cisco, Panduit and Rockwell Automation are addressing this opportunity by delivering training, certification programs, education and services around common standards based IP technologies required to effectively design, build and manage converged IT and OT network architectures, and drive new business models for SIs. 

Enterprise Excellence: A Framework for Organizational Success
Thursday, May 28, 2015
Jamie Jordan, President, Stravicom Global, Inc.
The pursuit of excellence for the Control Systems Integration (CSI) firm goes beyond technical skills. The challenges of a rapidly changing technical environment require a renewed focus and alignment throughout the organization that results in attracting and retaining the right talent, consistently delivering operational excellence, pursuing and maintaining the right customers and developing a scoreboard for success. The Enterprise Excellence Framework provides a means to connect the various dots within the CSI firm that align the various resources, which  work together to create a competitive advantage that goes beyond great technical skills.

Best Practices For Your CSIA Exchange Profile: How to Get the Most Exposure
Tuesday, May 19, 2015
Tony Veroeven, CSIA Exchange Community Manager
Interested in creating or polishing up your company's profile on the Industrial Automation Exchange? This will be a great opportunity to get your team up to speed on what the Industrial Automation Exchange IS and what it can DO!

A brief overview and purpose of the Exchange:
• Who uses the Exchange? 
• How to join and get more exposure 
• Advertising opportunities 
• Best practices for using the Exchange 
• Q&A 

Who should attend?
• Exchange profile owners
• CSIA members and prospective members
• marketing managers and coordinators
• executives
• owners
• CEOs
• business development managers
• system integrators
• suppliers/partners
• distributors

Configuration Management Defined...Finally. Part 3: CM using software systems
Thursday, April 23, 2015
Nishant Saini, Automation System Integrator, Avid Solutions
In Part 1 of this three-webinar series, Henk-Jan Scholman explained CM and how it impacts both the business and project management of a system integration company. In Part 2 Jeff Miller explained how we can implement CM using manual systems. Part 3 culminates the series with discussion and real world examples of implementing software systems to achieve the task. We will explain how to quickly get started with CM using free/commercial software tools and leave behind your woes about managing project information. We will also discuss how to evolve your CM systems to implement agile project management techniques giving distinct advantage to your company. Be sure to join us.
Download the recording.

First-Time Attendee Webinar: Getting the most from the Executive Conference
Friday, April 17, 2015
This webinar is designed for anyone attending the CSIA Executive Conference for the first time. The intent is to provide you with extra tools and insight that will help you maximize your experience in Washington DC. After all, you don't know what you don't know. Not your first conference? We encourage you to participate, too. You can offer your own insight and gain some in the process. Note, this webinar replaces the First Time Attendee Lunch formerly held at the conference.

Configuration Management Defined…Finally. Part 2: Manual Systems
Wednesday, March 18, 2015
Jeff Miller, PMP, Director of Project Management, Interstates Control Systems
In the first of three webinars on configuration management (CM), Henk-Jan Scholman explained CM and how it impacts both the business and project management of a system integration company. In Part 2, Jeff Miller will discuss the implementation of manual CM systems. Manual systems may use some software tools, but they consist mostly of defined file storage methods and the required documentation, training, discipline and accountability that are necessary for successful implementation. Be sure to join us. Remember, Configuration Management is essential to have a sustainable company.

Cloak and Secure Your Critical Infrastructure, ICS and SCADA Systems
Tuesday, March 17, 2015
David Mattes, Chief Technical Officer, Tempered Networks
This webcast will address the challenges facing critical infrastructure environments, including industrial automation infrastructure across a variety of segments. Examples of common network architectures that have high risk exposure will be presented. These examples will be driven by common needs such as remote connectivity; employee, vendor, and contractor access; and integration with untrusted networks such as cellular, ISP and shared infrastructure. Attendees will learn about various standards, architecture documents, and best-practice recommendations that together align to provide a powerful model for advanced network security for industrial environments. Standards and architectures will be referenced from the ISA, IETF and TCG. David Mattes also presents a case study of deployments that have successfully leveraged the previously discussed standards and architecture models. 

CSIA Partners Webinar: Getting the most from your CSIA partnership and the Executive Conference
Tuesday, March 3, 2015
This exclusive CSIA Partner Members webinar is designed to help you maximize your ROI while at the CSIA Executive Conference, April 29-May 2. The Executive Conference isn’t your usual marketing and trade show event. The CSIA Executive Conference brings together the owners and leadership teams of the best system integrators in North America and the world in a unique venue and setting. The Partner’s Expo night isn’t what you think – It’s better! But if you’ve never been to the event, you’ll miss some great opportunities you might not know about. Hear from an integrator owner, large supplier and small supplier — all veteran Executive Conference attendees who will show you how to get the most from your attendance. Even if you’re not new to the conference, you owe it to yourself to invest 30 minutes to find out what you might not know and increase your ROI.

Understanding and Implementation of Machine Safeguarding Standards 
Tuesday, February 17, 2015
Mike DeRosier, Engineering Services Manager, Schmersal USA. 
Do you find it difficult to achieve effective machine guarding? Is it complicated to apply the wording from regulatory and industry standards into practice? This webinar will help add some practicality to machine guarding, thus reducing the arguments against properly implementing machine safety guarding systems. Join us for this informative webinar session where we will highlight some of the common thoughts and practices in machine safety integration as it pertains to both U.S. and international safety standards.

Configuration Management Defined…Finally. Part 1: What’s it About?
Tuesday, February 10, 2015
Henk-Jan Scholman, Engineering Manager, Hollander Techniek, The Netherlands
CSIA certification auditors have said that configuration management (CM) confuses many of our members. CM has also been a topic of discussion at the CSIA Executive Conference. In response, CSIA has recruited a team of integrator members to clear the fog around CM. In this first of three webinars, we’ll explain what CM is and how it weaves through the fabric of your company. In Part 2 we’ll discuss implementation of manual CM systems. Part 3 will cover automatic implementation using commercial software. But don’t be fooled. All methodologies require policies and discipline. Conversely, don’t be nervous. CM can be done, and must be done to have a sustainable company. Be sure to join us.

Grow Your Business and Serve Customers Better with SaaS
Wednesday, February 4, 2015
Xavier Mesrobian, VP Sales & Marketing, Skkynet Cloud Systems, Inc.
Change is on the horizon for industrial software, driven by customer demand, market forces, and Internet of Things technologies. With the introduction of Software as a Service (SaaS,) new possibilities are opening for revenue sharing. How can you capitalize on it? How will it work? Can it make SCADA more attractive for smaller players? Will it open new markets? What are the benefits for legacy systems? What about security? This webinar will discuss the key concepts of SaaS, examine parallel industries and help you gain better insight on embracing the SaaS revolution. Get closer to your customers and create new revenue streams along the way.

OPC Tunneling with Kepware Technologies
Thursday, January 15, 2015
Sam Elsner, Senior Application Engineer, Kepware Technologies. 
In today’s software automation industry, OPC tunneling is one of those subjects that raises eyebrows and further questions such as: What is OPC tunneling? Why would someone want to tunnel? What makes a great tunneling protocol? What makes a great tunneling product? During this webinar, Kepware’s Senior Application Engineer Sam Elsner will provide a technical overview of OPC tunneling, an introduction to OPC Unified Architecture (OPC UA), and a demonstration of OPC tunneling and protocol with Kepware’s KEPServerEX OPC UA-based tunneling solution. This CSIA Partner webinar is sponsored by Kepware Technologies

Industrial VPN Cloud Services - The Future of Secure Remote Support 
Thursday, December 4, 2014
Mariam Coladonato, Product Marketing Specialist, Phoenix Contact USA
System integrators and OEMs have always struggled with an easy and cost effective way to support their customers. VPNs for industrial equipment meet that need, but are often difficult for non-IT folks to setup and maintain. This webinar will teach you about an easy and secure service that takes Tech-to-Machine (T2M) support to a whole new level. It will explain the benefits and advantages of using the right technology to troubleshoot, monitor, program, and support remote PLCs, HMIs and other equipment across the country or around the world. This CSIA Partner webinar is sponsored by Phoenix Contact.

Surprise! Your Project's in Crisis
Wednesday, November 19, 2014
Daniel Roessler, Owner/Consultant at DANR Consulting
Have you ever contacted your client and started the conversation with "I hate to tell you this, but ...?" This webinar will cover key intra-team and client communcations and review the fundamental aspects of good reporting, including things like frequency, format, content and distribution. When the principles taught in this webinar are applied, a call like that may never have to be made again. Sponsored by Software Toolbox.

A Guide to Easy Reports and Dashboards
Thursday, November 13, 2014
While technologies such as HMI, Historians and analytic tools, have evolved over time, report generators for automation have remained challenging and difficult to integrate. Now, there is a new paradigm for automated report generation and performance dashboards. This webinar explores the features and benefits you should be leveraging. This CSIA Partner webinar is sponsored by Ocean Data SystemsNo Recording available. Contact ODS for more information.

Design like a pro: SCADA Alarming - Tips for Keeping SCADA Systems running safely and smoothly
Thursday, October 23, 2014
This CSIA Partner webinar sponsored by Inductive Automation
You can plan, develop and launch a SCADA project with great care and precision. But without the right alarming setup, it will be difficult to maintain long-term. To stay in control of your SCADA system, learn some excellent techniques and tips for alarming in the latest Design Like A Pro webinar from Inductive Automation. Watch live demos and see how simple it is to implement these alarming best practices. Whatever your level of experience, this webinar will help you get the alarms in your SCADA system under control and keep them that way.

Staffing and Effectively Managing Project Teams
Wednesday, October 22, 2014
Daniel Roessler (Owner/Consultant at DANR Consulting)
Successful project teams do not happen automatically; staffing projects with the right resources is critical. However, even when you have the correct technical expertise, how your team members communicate with one another, handle transition responsibility areas, respond to the client, etc. will help determine project success. Project managers have the responsibility to not only manage the project, but also lead the team. This presentation will examine common challenges for technical teams, outline key project staffing considerations, and present several approaches PMs can use to facilitate strong teamwork and deliver efficient project execution.

Keys to Success in Project Scope Management
Wednesday, September 17, 2014
Jeff Miller, PMP, Director of Project Management, Interstates Control Systems
Many of us have sat back at the end of a project and thought "Wow! How did this project's scope get so out of control? Where was the disconnect between the proposal and what we delivered to the client?" Jeff Miller will walk us through some keys to successful project scope management. Most of us work for clients who expect us to be experts in delivering the solutions; when they scope the project they know we will fill in the blanks. If the project manager doesn't do a good job of defining the "real" scope of the project up front, your team may not get paid for significant portions of extra work they perform. It may also lead to areas of rework following factory acceptance testing when the client informs you that your system is not going to do what is required.
(including Scope Statement Template Hyperlinks)

Leveraging Front-End Loading for Project Management Success
Wednesday, August 20, 2014
Daniel Roessler, owner/consultant, DANR Consulting
Front end loading (FEL) studies result in more detailed scopes, improve estimates, increase schedule accuracy and help identify project risks. The benefits of shifting engineering activities forward are well documented, but FEL can also improve project management results. This presentation will examine how FELs present an opportunity for project managers to leverage FEL deliverables as the foundation for their project definition, progress monitoring and reporting, and change order management activities.

Best Practices in Project Risk Management
Wednesday, July 16, 2014
One of the key responsibilities of a project manager is to actively identify and aggressively manage project risks. To do this effectively the PM must set a goal of early recognition and aggressive intervention in order to ensure high client satisfaction with minimal negative swings in gross profit. Project risks must be actively managed throughout the entire project lifecycle if risk management is to be effective. This presentation will focus on best practices in risk management that include risk identification, risk quantification, risk prioritization and risk response planning and implementation. Note: This webinar is based on Jeff’s presentation at our conference. It is being repeated because of its high ratings by attendees.
Archived Recording

Windows XP EOS (end-of-service): What can you do to help your clients and expand your business?
Wednesday, June 11, 2014, 11 a.m. EDT (New York)
Frank Williams, Senior Manager of Belden Cyber Security
There has been much talk lately about the end of lifecycle issue related to the Windows XP operating system (OS). In fact, for the past year, Microsoft has been reminding folks that on April 8, 2014, they officially ended extended support for the Windows XP operating system (OS). For more than 12 long years Windows XP has been a stable and significant workhorse of an operating system (OS) and not only for enterprise-wide desk top PCs. But you may be surprised to find out Windows XP is heavily used in industrial applications including ruggedized PCs (e.g., HMIs, programming stations and engineering laptop) as well as embedded into thousands of devices that control and monitor many factory automation, process control operations, power, water and transportation infrastructure installations. What will your clients do? More importantly, what can you do to help your clients?Join us for this webinar where you will learn more about the Windows XP issue and how you can create value to your clients on this important change.

Preview: Industrial Automation Exchange
Thursday, April 17, 2014, 3 pm ET (New York)
Eric Huemmer, CSIA Exchange Community Manager
CSIA members have been asking for more dynamic ways to connect with prospective clients. The answer is just a few days away. The Industrial Automation Exchange, CSIA's all-new online digital marketplace, will go live soon, with full rollout expected just before the Executive Conference. Exchange Community Manager Eric Huemmer will host an online demonstration to help members learn how to build their profiles and use the Exchange.

First-Time Attendee Webinar: Getting the most from the Executive Conference 2014

There is a story behind every graph: a CSIA KPICs webinar
Friday, April 11, 2014, 11am ET (New York)
Don Roberts, Exotek

Michael O'Shaughnessey, iLumen
This webinar will take a look at the results from a recent survey of KPICs users as well as do a deep dive into how to interpret the information from a few key indicators. We will look at what the graphs say about your company and what they say about the industry as a whole. With this insight, you can use the data from the graphs to make business decisions and take appropriate actions.

Integrated business systems: Solving the challenges of system integrators
Wednesday, April 9, 2014, 11am EST (New York)
Kathie Poindexter, Epicor Software

John Preiditsch, Six S Partners
Join Kathie and John for a review of the factors that make up a modern business software/ERP solution for system integration companies. The presentation will cover: 

  • The power of integration

  • Key elements that enhance project controls

  • Pain points for CSIA Members

  • The material supply-chain dilemma

  • Time entry and labor collection

  • Project expense reporting

  • Engineering and design integration

  • As-built configurations and their role in service and support

  • CRM integration 

This webinar is the last and most recent addition to the series developed by CSIA titled "Proactive Leadership in a Rapidly Changing Landscape."  Each topic in the series will be further developed at the 2014 Executive Conference in San Diego.

J Curve Management
Wednesday, March 26, 2014, 11 am EST (New York)
Nick Setchell, CEO, Practice Strategies
J Curve Management is a critical element to ensuring that innovative strategic investments in the business are held accountable and the business is rewarded for its entrepreneurial flair. The process incorporates the following steps:

  • Macro management of objectives of J Curve Management
  • Defining the three phases of strategic investment and identifying how behavior should differ depending on the current phase
  • Detailing the measurement process for J Curves
  • Defining the five rules of managing a J Curve
  • The costs of ignoring J Curve management
  • The pitfalls for poor J Curve management

This webinar is seventh in the series developed by CSIA titled "Proactive Leadership in a Rapidly Changing Landscape."  A new webinar will be held each month leading up to a deep-dive of the topics at the 2014 Executive Conference in San Diego.
Archived Recording

Wednesday, March 12, 2014, 11 am EST (New York)
Jim Campbell, Viewpoint Systems; Chris Smith, iLumen; Bob Lowe, CSIA
Many of you are familiar with our KPICs statistics program. For existing users, this 30-minute webinar will introduce you to the newly updated KPICs user interface. For first time users, be sure to attend to learn how joining the KPICs program could benefit your company. Another 30 minute webinar will be scheduled in April that will explain some of the recent KPICs survey feedback findings on KPICs usage and reports. We are also expecting to spend some time on how the data is interpreted and what it means to your company.

CSIA Partner Webinar: Getting the most from the Executive Conference
Tuesday, March 11, 2014, 11am ET (New York)
This exclusive CSIA Partner Members webinar is designed to help you maximize your ROI while at the CSIA Executive Conference, April 23-26. The Executive Conference isn’t your usual marketing and trade show event. The CSIA Executive Conference brings together the owners and leadership teams of the best system integrators in North America and the world in a unique venue and setting. The Partner’s Expo night isn’t what you think – It’s better! But if you’ve never been to the event, you’ll miss some great opportunities you might not know about.

Even if you’re not new to the conference, you owe it to yourself to invest 30 minutes to find out what you might not know and increase your ROI.
Archived Recording

Performance Management Program for Technical Professionals
Wednesday, February 26, 2014, 11 am EST (New York)
Gina Coleal, Human Resources Manager and Business Strategy, TEC Systems Group

  • Soft skills emphasis & professional development
  • Pay for performance/compensation structure
  • Career progression
  • Utilizing your program as a recruiting tool

Gina Coleal has worked at TEC Systems Group, a CSIA integrator member, since 2010. She has been working as a human resources manager and is now transitioning to a broader business strategy role with the company. Her primary focus has been the implementation of human resources business systems that are designed to improve employee capability and company performance. She has 15 years combined experience in HR, operations and safety and the following industry sectors:  manufacturing, health care and engineering services.  She holds her MBA from Concordia University, St. Paul, Minn.

This webinar is sixth in the series developed by CSIA titled "Proactive Leadership in a Rapidly Changing Landscape."  A new webinar will be held each month leading up to a deep-dive of the topics at the 2014 Executive Conference in San Diego.

People: hiring, leading, coaching and evaluating
Wednesday, January 29, 11 am EST (New York)
Ken Edmundson, Chairman, ShortTrack CEO
Henry Ford said he hired hands, but people came attached. The number one challenge for management executive people in the 2012 Executive Survey was how to manage, coach and hire the right people.  Ken will lead you through his ten most essential things to know in leading people effectively, hiring them to fit, and coaching them for best performance.  This will change your view of many decisions you may be making right now about people on your team. 

This webinar is fifth in the seven-part series developed by CSIA titled "Proactive Leadership in a Rapidly Changing Landscape."  A new webinar will be held each month leading up to a deep-dive of the topics at the 2014 Executive Conference in San Diego.

How to apply CSIA Best Practices and make your system integration company the best it can be 
Thursday, January 9, 2014, 11 am EST (New York) 
Bob Lowe, CSIA Executive Director
The CSIA Best Practices and Benchmarks manual is the industry standard for successful management of a control system integration business. If your company is committed to delivering the highest level of quality, performance and reliability, you need this guide.

Learn more during a 30-minute webinar delivered by CSIA Executive Director, Bob Lowe. The webinar will include a brief overview of CSIA, our origin, where we are today, and what we do for our constituents. Then we’ll break open the CSIA Best Practices Manual and explain how this guide can help make your business capabilities equal your technical abilities. The two combined are a recipe for success.
Archived Recording
You will need the VCL Media Player to view this webinar.

Developing a Professional Project Management Team for Systems Integration
Wednesday, November 20, 2013, 11 am EST (New York)
Jeff Miller, PMP, Interstates Control Systems, Inc.

  • Build your PM team around a globally recognized standard - Project Management Institute's (PMI) PMBOK manual
  • Develop training modules for your PMs that relate to your everyday world - relate your project delivery methodology to the knowledge areas
  • Is PMI's Project management Professional (PMP) Certification for your company?  Project Management is a profession, not just an extra responsibility.
  • Effective hiring of Project Managers

This webinar is fourth in the seven-part series developed by CSIA titled "Proactive Leadership in a Rapidly Changing Landscape."  A new webinar will be held each month leading up to a deep-dive of the topics at the 2014 Executive Conference in San Diego.
Archived Recording

24 Month Rolling Plan
Wednesday, October 23, 2013, 11 am EST (New York)
Nick Setchell, CEO, Practice Strategies

Topics include:

  • Macro management objectives of 24 month rolling planning
  • Managing the risk profile of your business
  • Lifting the strategic value of management conversations
  • Providing the executive team with the “benefit of hindsight”
  • Predicting and influencing the landscape ahead of your business
  • Understanding the difference between an aspiration forecast and a reality forecast
  • Establishing a powerful sales management tool
  • Establishing a powerful management reporting framework
  • Establishing exceptional cash flow tracking

This webinar is third in the seven-part series developed by CSIA titled "Proactive Leadership in a Rapidly Changing Landscape."  A new webinar will be held each month leading up to a deep-dive of the topics at the 2014 Executive Conference in San Diego.
Archived Recording

Organizational Culture: Methods for Improving Performance
Wednesday, September 25, 2013, 11 am EDT (New York)
Ken Edmundson, CEO, Short Track; International Vistage Speaker
The quickest way to dramatically improve overall business performance is to improve organizational culture.  Ken's approach is rooted in over 25 years of research linking organizational culture and performance metrics, such as return on investment, sales growth, quality innovation, customer satisfaction and employee retention.

You will be fascinated by the data Ken delivers on comparing your culture and those of 900 other well-known companies and learning the key indicators of whether you have a high performance culture or an inconsistent culture. 

This webinar is second of the seven-part series developed by CSIA titled "Proactive Leadership in a Rapidly Changing Landscape."  A new webinar will be held each month leading up to a deep-dive of the topics at the 2014 Executive Conference in San Diego.
Archived Recording

Holistic overview of proactive management
Wednesday, August 28, 2013, 11 am EDT (New York)
Nick Setchell, CEO, Practice Strategies

Topics will include:

  • Impact of a rapidly changing landscape - opportunities and risks
  • Higher level strategic responsibilities of the proactive leader
  • Business communication challenges
  • How to hold executives accountable - "3W Action Accountability"
  • Sensitivity Analysis - where and how to start performance improvement

This webinar is part of the seven-part series developed by CSIA titled "Proactive Leadership in a Rapidly Changing Landscape."  A new webinar will be held each month leading up to a deep-dive of the topics at the 2014 Executive Conference in San Diego.
Archived Recording

Is it time for your business to begin moving to the cloud?
Tuesday, June 25, 2013, 11 am EST (New York)
Rick Rietz, Director of Consulting Services at DMC, Inc.
Are you using an older server and worried about its security and maintenance costs? Are you looking for technology to help meet your businesses mobility and collaboration needs as you grow? Are you having trouble managing too many software and server technologies? Do you wonder how a move to the cloud would impact your business?

If you answered yes to any of these questions, attend this webinar and learn how Microsoft's new Office 365 cloud offerings (Exchange, SharePoint, Lync, Office Web Apps, and CRM) deliver significant business value & enhanced productivity with little disruption and minimal up-front investment.
Archived Recording

Make your website worth the visit
Wednesday, May 29, 2013, 11 am EST (New York)
Rebecca Geier, co-founder and principal, TREW Marketing
Your website is the single, most important marketing investment you can make. It’s the virtual storefront and online brand of your business, it’s where nearly all other marketing activities lead, and it is a primary lead-engine for sales. But is your website doing all this and more for your business?

How many seconds do you think you have to pique a visitor's interest before they leave your site? How many words does the average web viewer read on a page?

During this webinar, we'll answer these questions, share trends and discuss and show examples of the most critical elements needed for effective web marketing, including tips for clean design and intuitive navigation, the role of content in driving traffic and conversion, and on-page SEO actions to get found by your audience.

With the information in this webinar, you'll know the steps to take to ensur your website is worth the visit, worth staying on, and worth a return.
Archived Recording

How to leverage KPICs and CSIA Salary Survey data to benchmark your business
Thursday, April 4, 2013
Chris Smith, iLumen, Manager –Services
Are you winning? How do you know? This webinar will help answer these questions by showing you how to quickly leverage the latest updates and improvements to the KPICs and Salary Survey.

Customers want best pricing, employees want great salaries, and banks want clean balance sheets. But how realistic are their expectations? Your company can help answer this question by joining the CSIA Statistics Program. On this webinar, we’ll be discussing 1) the latest improved new features and benefits and 2) how you can extract the best value from the KPICs and Salary Survey programs.

The ability to benchmark against industry norms is fundamentally important. Don’t just react to your customers, employees and banks. Be proactive. Start by participating in this webinar.
Archived Recording

How New Cyber Threats are Changing the Role of the System Integrator
Tuesday, March 19, 2013
Eric Byres, P. Eng., ISA Fellow, CTO and VP Engineering
Recent events have dramatically changed the landscape for designing critical control systems. The Stuxnet worm has shown the world how control systems can be hacked. Now international criminals, government agencies and hackers are on the offensive. As a result, governments and standards organizations are changing the rules and making new demands. February’s Executive Order by President Obama is just one example. Standard bodies like ISA and IEC are also setting standards for cyber security in industrial systems.

This talk will discuss these changes and how cyber security impacts the responsibilities of the systems integrator. At the same time, it also provides a revenue opportunity as clients look to their system integrators for solutions.

Eric Byres is recognized as one of the world's leading experts in the field of SCADA and control systems security. Eric’s background as a process controls engineer allows him to bring a unique combination of deep technical knowledge plus practical field experience to his role as CTO and VP Engineering at Tofino Security, a Belden brand. Eric has provided security guidance to government agencies, major oil companies and power utilities on security protection for critical infrastructures. He has researched and written extensively about Stuxnet and is Chair of ISA99 Task Group 2, conducting an analysis of ANSI/ISA-99 standards with respect to Stuxnet. 
Archived Recording

CSIA Partners Webinar: Getting the Most from the Executive Conference
Wednesday, March 6, 2013
Sam Hoff, Patti Engineering, Partner Committee Chairman

Learn from other CSIA Partner Members, how you can get the most from your investment in being a CSIA member, including how to get the most from the Executive Conference. If you are attending or planning to attend the 2013 Executive Conference, this webinar is a MUST for you to attend!

Got Credits? Most CSIA members are missing the boat offered by the Federal R&D Tax Credit

Tuesday, February 19, 2013 

Brian Lefever, VP of Operations, Titan Armor

Dawson Fercho, National Director Channels/Awareness, Titan Armor
The Federal R&D tax credit (based on congresses’ definition) could certainly improve with a title like the “Trial and Error” tax credit. These incentives are for taxpayers of any size that use their heads and problem solve daily.

This includes designing, developing or improving products, processes, techniques (think waste reduction or efficiency improvements), formulas or software. At its most basic level the credit is available to all successful U.S. businesses.

What is meant by "successful?" If you are making money and you develop products/services on U.S. soil then you are recognized as being successful. Because you are successful you have full ability to take advantage of these valuable incentives that are specifically on the books to help reduce your cost to compete annually against a global market.

Considering treasury data, which shows only 1 in 10 U.S. companies currently take advantage of these valuable incentives, it’s time to raise participation levels and it starts with education.
Archived recording

Break the Rules and Close More Sales
Wednesday, January 30, 2013
John Rosso, CEO, Sandler Training by Peak Performance Management, Inc.
Guide the sales force to break conventional rules that make the sales process ineffective. Join sales force expert John Rosso for this informative webinar that illustrates how to incorporate honest, no-nonsense sales techniques that get results.


  • Why traditional sales tactics do not work in today’s environment
  • Why you’re only winning competitive business by competing on price
  • Why yesterday's sale strategies aren’t producing greater profits & sales growth
  • Why you aren’t turning "think-it-overs" into new business
  • Why conventional sales approaches lead to longer sales cycles
  • How to avoid falling victim to unpaid consulting

This webinar is a one-hour training session where you can see first-hand how we tackle the same sales issues that your salespeople deal with every day. Invest one hour of your time and discover why more than 95% of attendees' rate the content and presentation of these sought after selling solutions the BEST they've ever heard!

Archived recording


Radio to sell System Integration?

Thursday, December 13, 2012
Todd Youngblood, CEO of The YPS Group
The answer is yes. Radio interviews can consistently lead to sales success in the System Integration business. How? In a word, relationships. This nuts and bolts CSIA webinar will provide a touch of theory along with a pragmatic, real-world lesson on how to make it all work for you.
Archived recording

How to build the best system integration company…anywhere in the world!

Wednesday, December 12, 2012; Wednesday, January 23, 2013;  Thursday, March 14, 2013

Does your system integration company lack documented processes and procedures? Do you struggle with financial management?  Do you want to grow?  Having trouble keeping employees? Is project management a challenge?  

The Control System Integrators Association (CSIA) can help find solutions to these and other problems so attend this 30 minute webinar to learn how CSIA helps members be the best company possible.

Project Time and Materials Accounting Updates
Tuesday, Nov. 13, 2012

Don Roberts, Principal, Exotek
Cathy Bennet, Consultant, Exotek LLC
This session will bring you up to date on the progress made since the 2012 Executive Conference in the spring. We will go through the list of solutions currently deployed and share progress on getting vendors to rally behind the cause. Three examples will be shared, complete with contacts. This will be an interactive webinar with the goal of collecting information that will help us work with vendors to get the best possible solutions.

Archived recording

Where’s the Money? What Financial Statements Tell Us
Wednesday, October 24, 2012

Craig Billings, CPA and Scott Luedke, CPA of Capital Valuation Group, Inc. Facilitated by Cathy Durham
“If I have all this profit, where is the cash?” It is not atypical, unfortunately, for rapidly growing businesses to struggle or even go broke due to cash flow problems. While most business owners look at just two numbers on their financial statements — revenues and net income — the income statement, balance sheet and cash flow statements can provide us with a great deal of important information. Understanding your financial statements — all three of them — can become a reliable source of management information helping you to understand your profitability, your cash flows and your firm’s trends. Join us in October to learn what these statements measure and tell us.

Presentation Slides
Presentation Slides Full Page
Archived recording

Guided Tours of the New CSIA Websites
Thursday, September 27, 2012

Ann Nelson, CSIA Communications and Public Relations Manager
Hop online for a guided tour of the new CSIA websites. CSIA staff member Ann Massie Nelson will serve as narrator and point out some of the features of the new public site, www.controlys.org, and the ever-changing members’ site, csia.connectedcommunity.org. This webinar is for anyone who is interested in learning how to make the most of this valuable membership benefit.

Archived recording  (Recorded using upgraded version of WebEx. Please download the newest version at the "free Webex.ARF player" link above.)

Better, Cheaper, Faster: Grow Your Business with Inbound Marketing
Thursday, August 23, 2012

Jon DiPietro, Founder and Principal, Domesticating IT
Traditional outbound marketing strategies like print, radio and television advertising, cold calling and email are becoming less and less effective because it’s getting harder and harder to interrupt people with your messages. Inbound marketing reverses this strategy and uses low and no cost Internet technologies to attract more qualified visitors to your website and convert them from leads into customers. This webinar will introduce the concept of inbound marketing to CSIA members and outline the five steps required to implement it. Jon DiPietro is a Certified Inbound Marketing Professional and author of "Social Media for Engineers and Scientists." He is the Founder and Principal of Domesticating IT, an inbound marketing blog and consultancy and co-founder of CareerGravity.com, an educational website that teaches job seekers how to market themselves online. Jon holds leadership positions in the International Society of Automation, for which he has received multiple awards including the Emerging Leader Award. He is a frequent speaker on Internet marketing and social media topics at conferences, workshops, symposia and business networking events.

Archived recording

IP: What is Mine is Mine . . . and Yours
Tuesday, July 31, 2012

Brad Walker, President, ASECO Integrated Systems
Intellectual Property is often a neglected part of most SI businesses. This webinar is designed to help SIs understand the value of building and retaining IP for their business and how to successfully negotiate IP retention with their customers.

Archived recording

CSIs in Developed Nations Collaborating with CSIs in Developing Nations
Thursday, June 28, 2012
Vicente Perez, President, Lasso Automation, CSIA Latin America Advisory Committee Member
Eduardo Acosta, President of Omnicon, CSIA Board of Directors, Global Committee Chairman
Bob Lowe, CSIA Executive Director
Panelists: PC Romano, President, Avid Solutions; and Don Roberts, Exotek
A group of panelists will discuss how integrators in developed nations and in developing nations can leverage the assets of one another to the mutual benefit of both. Typically, no one integrator has all the assets required to sell and implement projects in developing nations so collaboration is the tool to open the doors to success. Assets may include financial resources, application expertise, vertical market expertise, marketing and sales relationships, technical skills, project management skills, company size, local resources, local regulations and business climate, relations with large clients with intention to deploy standardized control systems globally and many others.
Archived recording 

Using an Employee Ownership Plan for Business Continuity
Thursday, May 17, 2012

Corey Rosen, Co-founder and Senior Staff Member, National Center for Employee Ownership (NCEO)
An employee stock ownership plan (ESOP) has been designed by Congress to be the most tax efficient way to transfer ownership in a closely held company. An ESOP lets the company use tax-deductible future profits to buy out one or more owners, either all at once or over time. Employees do not buy the shares themselves, and sellers can get a capital gains tax deferral. Learn whether this makes sense for you. About the presenter: Corey Rosen received his Ph.D. in political science from Cornell University in 1973. He taught politics at Ripon College in Wisconsin before working on Capitol Hill for the next five years, where he helped initiate and draft legislation on ESOPs. In 1981, he formed the NCEO. Over the years, he has written, edited, or contributed to dozens of books, articles and research papers on employee ownership. He is generally regarded as the world’s leading expert on employee ownership.

Archived recording

Cyber Risk II: Threats and Tools for Managing Liability

Tuesday, March 27, 2012
Graeme Newman, Marketing Director, CFC Underwriters

One of the leading experts in the field of cyber security, Graeme Newman has been providing insurance coverage to protect against cyber risks for over 11 years. He will provide the background to cyber liability and discuss the insurance products available to integrators. Is your company protected?

Archived recording

The Cyber Threat Environment: It's Impact on the Control System Integration Industry

Thursday, February 16, 2012
Lisa Kaiser, Director of Control Systems Cybersecurity Strategic Planning, Department of Homeland Security

Lisa Kaiser provided the keynote presentation during the 2012 Symposium: Managing Plant Assets and Performance in Clearwater Beach, Fla. Her presentation, attended by IT and instrument/control stakeholders from the nuclear, fossil fuels, wind, and other interrelated energy segments, focused on the current state of cyber security, notions of where we are headed, current strategies and initiatives, and cross-sector issues. For this CSIA webinar, her presentation will be adapted to address the impact on CSIs in most vertical industries regarding the potential liabilities, encroachment by the IT industry into the CSI space and the business opportunities available. 


Yes, Subject Matter Experts Can Be Successful Trainers

Wednesday, January 25, 2012
Gem Skinner, MCT, MCI, Polytron

Subject matter experts have knowledge and experience that others need. So, partner the SME with the new employee and, “presto”, soon you have two SMEs. Correct? Not really. In fact, this formula fails more often than it succeeds. And the best formula may surprise you. Join Polytron for this discussion on turning subject matter experts into performance-based trainers. Discover what it takes to pick the best SME trainer and learn the foundational training competencies and why these are most important to the success of your system integration

Archived recording

Low Cost High Benefit Marketing Strategies

Wednesday, December 14, 2011
Walt Boyes, Editor in Chief, Control Magazine

If you’re like most control system integrators, a marketing plan does not come naturally. It doesn’t align well with your technical mind. In this webinar, Walt Boyes will explain easy-to-understand strategies for promoting your company’s strengths, capabilities and partnerships to prospective clients, without breaking your budget. Walt has spent many years in the world of automation media and has collected an immense portfolio of marketing wisdom. He’ll share some of it during this 30-minute webinar. There will be time for questions and answers so be sure to bring yours.

Archived recording

Certification Audit Preparation Process
Friday, October 28, 2011
Don Roberts, Exotek
Considering CSIA Certification? Did you miss one of the recent Certification Bootcamps? Not to worry. We’re offering yet another way for you to collect a few tips toward preparing for your certification audit. This month’s webinar will feature some of the most effective ways of preparing for the audit and ensure you have a good understanding of the process involved. We will cover everything from the material required to how to prepare, and finally, how to engage an auditor.

Archived recording

Successful Integrators Capitalize on Real-Time Feedback
Thursday, September 29, 2011

Keith Martino, President CMI
How do you ensure your company leaders maximize your teams’ performance? 1) Capture real-time feedback; 2) Energize your employees and spotlight success. This lively, interactive session provides candid insight and actionable ideas for your leadership team to: grow revenue, retain clients, solve problems, build teamwork, shorten sales cycles. Avoid personality bottlenecks. Eliminate conflict. Fortify your team. CMI has answers that will encourage your leadership group to take action – now!

Archived recording

Independent Contractor Liability: What You Don't Know Will Hurt You
Friday, August 26, 2011
Mark Voigtmann, CSIA Attorney, Baker & Daniels

One of the major decisions facing any control system integrator is whether to "hire" or "contract" with key personnel. Choosing to hire is certainly the more inclusive route, but it carries with it a host of legal obligations. While the obligations may be fewer if the label "independent contractor" is chosen instead, the labels are less important than the actuality. In other words, what your company may call an "independent contractor" may be the government's idea of an employee. In the next CSIA webinar, Independent Contractor Liability: What You Don't Know Will Hurt You Mark Voigtmann will be interviewing two lawyers with different, but related perspectives on the independent contractor vs. employee quandary. Greg Dale, will answer questions regarding what factors are reviewed by the agencies/courts in making determinations as to whether an individual is truly an independent contractor—including the risks of misclassification. Gayle Skolnik will discuss the effect of the distinction on the benefits to which a worker may be entitled.
Archived recording

How Can You Exceed My Expectations If You Don't Know What They Are? How to Get Honest, Useful and Sometimes Painful Feedback From Your Clients
Tuesday, July 26, 2011
David Stone, Principal, Stone and Company
The idea of seeking out regular, reliable and candid feedback from clients is simultaneously exciting and terrifying. It feels great to get the "attaboys" and the glowing testimonials when things go well, but what kind of feedback do you want or get when you screw up? How often do you actively seek your clients' opinions about what you do well and what you do poorly? More importantly, what do you do with those opinions when they're given? This important program will teach you how to ask for feedback from your clients and what to do with it when you get it. David Stone is back by popular demand after his debut at our conference in April.

Archived recording

Hiring Best Practices: Can you afford the cost of a bad hire?
Tuesday, June 28, 2011

Evy Trost, Managing Director, National Engineering Resources

Hiring employees is one of the most important tasks for managers. One would think that it’s an employers’ market due to high unemployment.  However, the employer isn’t always in the driver’s seat as it tries to attract high quality candidates. Most top quality candidates are gainfully employed and not actively searching for a career change. Those who are may pursue several opportunities leading to multiple offers. Establishing “Hiring Best Practices” is more important than ever. What does your interview process say about your firm and its ability to attract the right talent?  Evy Trost will provide some important insight on this important task.  Some of the topics will be: establishing an effective interview process, employment branding opportunities most companies are missing, employee retention - once you’ve hired the right talent, how do you hold on to them?

Presentation Slides

Archived recording

KPICs: Overview and Demonstration of Latest Version
Tuesday, May 24, 2011

PC Romano, Avid Solutions, Inc.

KPICs, CSIA’s benchmarking program, allows you to compare your stats with other integrators, as well other companies in related fields. The web-based tool provides detailed reports that can be used for your own executive dashboards. The information you share is completely secure and confidential. Some of the benefits of KPICs include: streamlined data upload, trending of quarterly data and leading indicators, rich and flexible reporting, and data security. During this interactive webinar, we will provide an overview of KPICs and its features. We’ll then conduct a live demonstration of the latest version of KPICs, followed by Q&A. This webinar will benefit anyone considering registering for KPICs, as well as current users who want to learn more about the system.

Archived recording

How To Actually Sell Something Using Social Media

Thursday, April 7, 2011
Todd Youngblood , CEO of The YPS Group
“I’d rather stick a sharp pencil in my eye than listen to one more over-hyped speech about social media.” That’s a direct quote from our presenter. He knows you’re tired of all the hype, and this webinar is specifically designed to avoid it. Two specific strategies that are delivering results right now will be reviewed in detail. Yes, they both depend on social media, but the real points are properly harvesting and packaging valuable content, timing, traditional nuts and bolts sales skills and creating a no-baloney business experience for the customer.
Archived recording

Automation Appliances Create Interoperability

Tuesday, March 15, 2011
Roy Kok - Owner, Automation SMX
Bob Muniza - VP Sales, Online Development
David Gaylord - Senior MES Engineer / Analyst, Stone Technologies

Machine to machine (M2M) and machine to enterprise (M2E) communications is becoming a core requirement of every application in today’s highly integrated and performance driven world. This interoperability is often difficult to achieve and many solutions are crafted by manufacturing engineers and system integrators on a custom, instance-by-instance basis. Appliances (no, not white goods) are special-built products, typically pre-integrated to perform a specific function. Learn how Automation Appliances can shorten integration time, improve system reliability and help mange cost associated with the life cycle of the application

Archived recording


Protecting Your Competitive Advantage with Value Add

Wednesday, February 23, 2011
presented by Jane Schwartz, Global Marketing Manager, Industrial Pentair Technical Products
The webinar will focus on adding value to the end customers; protecting their investment while increasing sales and profits. Topics will include the benefits of Thermal and Condensation Management and how to communicate these benefits to your customers.
Archived recording

Can a Tiger Change its Stripes? What it takes for SIs to bring commercial off-the-shelf software to the market
Thursday, January 27, 2011
John Nichols, Managing Director of APEX Manufacturing Solutions and APEX Software Development
John Weber, President, Software Toolbox
Have you been tempted to bring a COTS (Commercial Off the Shelf Software) product to market? CSIA members APEX Manufacturing Solutions and Software Toolbox, in a strategic alliance, are doing just that. Attend this webinar and learn about the challenges and opportunities of such a venture. The presentation is interesting, entertaining, and it might just help you make (or save!) a lot of money. This is a must-see presentation for any SI considering adding volume product development to their suite of offerings.
Archived recording

Overview of Business Income Insurance
Tuesday, December 14, 2010
presented by First Niagara Risk Management and Chubb Group of Insurance Companies

Your company has just suffered a fire loss. At first you breathe easy knowing your building and contents are covered, but then the questions begin. How long will it take before your business is fully functional? What about the lost revenue? You will still have expenses to your bottom line, despite the lack of income in the short term. Is this considered in your property claim? What do you do?

Archived recording

Doing Deals Without Giving Away the Company - The Intellectual Property Traps for Integrators and Automation Users

Tuesday, November 2, 2010
Mark Voigtmann and Bob Null
, Baker and Daniels

In this 30-minute webinar, automation and tech construction professional Mark Voigtmann and automation IP professional Bob Null will discuss how to maintain freedom to use your existing IP and IP developed during a current project and on future projects, minimize your exposure to IP infringement lawsuits, and control the exchange and use of confidential information.
Archived recording

Stop Selling and Start Closing
Wednesday, October 27, 2010
Carl Utter, The Training Group, Inc.
Does your success depend on sales? Do selling mistakes cost you money? Is there a chance you are losing sales that you know you should not? Do your sales people close a low % of quotes and proposals? Do you fear the response “Let me think it over”? If you want to . . . take greater control of the sales process, close more of the projects you pursue, shorten sales cycles, know how to spot non-buyers and stop wasting your time, grow your revenues, . . . then this is the Webinar for you.

Archived recording

The Value of OPC UA for Integrators
Thursday, September 9, 2010
Thomas Burke, OPC Foundation

Integrators face challenging times as the global economy begins to rebound. As projects come back online, companies are looking to build future facing systems with increased security. OPC Unified Architecture (OPC UA) products are on the cutting edge of data security and have been specifically designed to not only leverage all of the strengths of OPC Classic products, but possess none of the weaknesses. (I.e. The elimination of DCOM). This webcast will introduce integrators to the world of OPC UA and eliminate the myths about the technology that are currently in the marketplace.

Electrical Arc Flash Safety and Risk Management
Wednesday, July 21, 2010
Joseph Weigel, Square D Services
This session presents an overview of the NFPA 70E 2009 Standard for Electrical Safety in the Workplace and the requirements of the standards, which are intended to better protect electrical workers from injury when they work on energized electrical equipment. The types of major electrical faults that can occur in electrical equipment are presented, with a focus on arcing faults as particularly damaging and dangerous to workers and equipment. Statistical occurrences of arc flash accidents that cause significant injuries and fatalities are discussed in both human and financial terms. The presentation covers all aspects of facility and employer responsibilities for compliance to the NFPA 70E standards, as well as the current status of OSHA enforcement of these standards.

Archived recording

You Promised What?!?!
Warranties: The Guarantees You Never Even Knew You Made
Wednesday, June 20, 2010

Shiv O'Neill and Shawna Eikenberry, Baker & Daniels

In this 30-minute webinar for automation and process industry companies where participants will learn: how you may be creating unintentional warranties through actions and words (including promotional materials) that are not part of your contract; to fully understand what your company is warranting (in addition to your expressly stated warranties); and how to disclaim potentially risky warranties.

Archived recording

A Guided Tour of Four Online Directories Specific to Control System Integrators
Wednesday, May 26, 2010   
Vance VanDoren, Ph.D., P.E
Online directories and search engines specific to control system integrators offer a wide range of advertising opportunities, some which are both affordable and effective for even the smallest integrators. Vance VanDoren, editor of Control Engineering’s Automation Integrator Guide, will discuss how integrator-specific online directories work and how some can leverage the power of Google and other general-purpose search engines at a fraction of the cost. Details about the four online directories that are most relevant to control system integrators will be included.

Archived recording

Traditional vs. Industrial Network Infrastructure: Do You Know the Differences?
Tuesday, April 13, 2010
Brought to you by Corning Cable Systems and Anixter

Traditional IP-based enterprise network technologies have emerged in both industrial and manufacturing communications networks removing traditional barriers between these spaces.  Industrial Ethernet applications today require stringent optical fiber cabling, connector, and hardware solutions. This webinar will discuss the differences between traditional Enterprise and emerging Industrial applications as well as trends and innovations in optical cabling and connectivity solutions.

Risk Control Hierarchy Clarifies Electrical Safety
Wednesday, March 24, 2010

The Risk Control Hierarchy (RCH) in the ANSI-Z10 standard provides electrical safety professionals with an excellent roadmap for setting the right safety objectives that result in the reduction of electrical risks.  Combining our understanding of electricity with our principles of safety is the key to improving electrical safety.  For example, when a Department of Energy electrical safety program is analyzed under the light of the RCH, many potential electrical safety improvements begin to jump off the page.  The RCH not only helps improve a plant electrical safety program, but it also inspires manufacturers to improve their electrical equipment designs.  Lastly, the RCH provides a means to measure the effectiveness of an electrical safety initiative much the same way a project manager uses financial measurements (Return on Investment or Payback Analysis) to evaluate a project.

The First Ten Important (Indeed Indispensable) Things To Scrutinize in Every Automation Contract
Wednesday, Feb. 24, 2010  

The contract documents have just arrived. There they lie, three inches thick on your desk. The project seemed like a good idea when you wrote your proposal, but now what? Do you actually try to read the whole thing or just shrug your shoulders and sign on the dotted line? In a free half-hour webinar (the first in a series of four for CSIA members oriented toward managing legal risk) CSIA general counsel Mark Voigtmann and his automation law colleague Brian Clifford explain The First Ten (Important, Indeed Indispensable) Things To Scrutinize in Every Automation Contract.


Many of us have sat back at the end of a project and thought “Wow! How did this project’s scope get so out of control? Where was the disconnect between the proposal and what we delivered to the client?” Jeff Miller will walk us through some keys to successful project scope management. Most of us work for clients who expect us to be experts in delivering the solutions; when they scope the project they know we will fill in the blanks. If the project manager doesn’t do a good job of defining the “real” scope of the project up front, your team may not get paid for significant portions of extra work they perform. It may also lead to areas of rework following factory acceptance testing when the client informs you that your system is not going to do what is required. Some key areas that will be discussed are:

·        Typical problems with project scope

·        Collecting requirements

·        Defining scope

·        Creating a work breakdown structure

·        Validating scope

·        Controlling scope