Claiming the Role of the SI in the Digital Transformation

Using Same Format when we get Program Info. Change color to warmer theme
Monday, April 29

8 a.m. – 4:30 p.m.

Best Practices Workshop
Sold out

7 p.m. - 9 p.m.

Dinner - Board and Past Chairs only

Tuesday, April 30

8 a.m. - 4:30 p.m.

Best Practices Workshop
Sold out

5 p.m. - 6 p.m

Leadership Meeting

6 p.m. - 7 p.m.

International Reception

7 p.m. - 9 p.m.

Welcome Reception

Wednesday, May 1

7:30 a.m. - 8:30 am.

BP Committee

8:30 a.m. - 9 a.m.

CSIA CEO Jose Rivera
Welcome and Year in review

9 a.m. - 10:30 a.m.

Keynote Speaker
Alan Beaulieu
Shifting gears and looking ahead

In his talk, Beaulieu will look at numerous leading indicators that can clearly tell what CSIA members should expect in our industry and verticals, including when to expect it and what to do about it. Attendees will be prepared for the rest of 2019 and will have the confidence to effect tactical changes that will enhance profitability through 2020.

11 a.m. - Noon

Jennifer Pfarr Davis
Planning and preparations to reach the next peak

A skilled storyteller, Jennifer customizes each presentation to connect lessons from the trail with the experiences of her listeners. The topics below are simply a starting point. A typical program includes readings, a slideshow set to music, Q & A, and book signing.

Even when she is speaking in a large auditorium, Jennifer's authentic narrative and personal delivery feel like a conversation around a campfire or shared moment on a mountaintop. Her message is universal and the takeaways can be applied to overcoming challenges on a personal level, in an academic setting, or within the business world.

Noon - 1:30 p.m.

Lunch - Available to all attendees
Special interest group lunches: LATAM

1:30 p.m. & 2:15 p.m.

Lisa Richter
Get the most out of The Exchange

The Industrial Automation Exchange brings together integrators, suppliers and end-users to share resources, build a community and do business. In this hands-on session, you’ll get a personal tour of The Exchange and learn how it can complement your content marketing efforts, increase your SEO and reach the audiences you want.

Plus there will be plenty of hands-on time for you to polish your profile real-time, so bring your login credentials and a laptop. CSIA members and non-members are welcome. The Exchange is open to the entire industrial automation industry. Let us help you grow your business!

1:30 p.m. - 3 p.m.

Track 1

Casey Brown
Show me the money: Higher profits through better pricing 

Most companies with exceptional products and services chronically under price because they believe customers and competitors limit their pricing power.

The truth is you have much more say in your pricing than you may believe. Join Casey Brown in a fast-paced, interactive presentation to learn how to earn what you are worth in the market. 

Casey will:

  • Clearly demonstrate the impact of price changes in your business
  • Point you to areas of your business where you are under priced
  • Arm you with confidence to execute a value-based pricing strategy

Track 2

Jeff Burnstein
The global robotics market and the role of System Integrators

The global industrial robotics market is growing at some 15% a year and is expected to continue this growth for several years.  While the automotive industry accounts for more than 50% of the robotics market in the US, new users are emerging in the rapidly growing general industry segments. Some of the rapid growth is due to the emergence of collaborative robots, which are often sold through the distribution channel. 

How does this impact the opportunities for SIs? How can they partake in this growing trend? Can they afford to be left behind?  I’ll address all of these issues and more in order to give attendees a clearer understanding of where the market is growing and how they can take advantage of the opportunities that exist.

Matko Papic
The future of control rooms; How technology is changing the way we think about control rooms….

Technology continues to evolve at a rapid pace. This has resulted in some major changes on how control rooms are thought of and planned moving forward. Integrated control systems such as DCS, SCADA and others are providing significantly more capabilities to optimize and improve the controller experience. This also provides both an opportunity and challenge to maximize the full benefits of the new generation of integrated systems during the planning an implementation process. In step with the advancement of integrated systems, other peripheral systems such as video management systems, data and power distribution, IT Management and similar have gone through similar transformations and now provide added opportunities and value to further evolve the control room of the future. This presentation will discuss some of the latest examples of broad implementations of advanced integrated systems and the impact it has had on the overall control room operation and environment. Furthermore, one of the key challenges facing companies today is the attraction and retention of talent with the adequate technical background to work in a control room environment. As a result, increased emphasis is placed on creating inviting and appealing environments, both visually and operationally, for the next generation of operators entering the market.

The new tools at our disposal allow us to optimize and improve every aspect of control room design including operational planning, HMI interfaces and management, human factors and ergonomics, collaboration, remote operations, consolidated facilities, multi-functional and agnostic control room  environments and similar. The presentation will use actual examples of implementation as well as some conceptual studies and research performed for various governing bodies when it comes to new technology implementation and its impact on the planning process. The presentation will also discuss the impact of new technology on safety, situational awareness and improving operator comfort and efficiency.

Some of the specific concepts that will be discussed include:

  • Consolidation versus dispersed operational model– Standalone operations versus consolidated functions (control room suite). Discussion on advantages/disadvantages, impact on operational efficiency, response time, risk mitigation and similar.
  • Strategies for overcoming the disruptive nature of technology change and the impact on the operators and other end user stakeholders during the control room design and implementation process
  • Space utilization –examples of how various facilities use innovative ways to maximize space utilization.
  • Leveraging new technologies to simplify and optimize HMI inputs between operational functions.
  • Risk mitigation – strategies used to minimize operational risk and achieve maximum value form the control room (base monitoring versus tangible value add)
  • Improving Cognitive ergonomics by further developing layering and distinction for critical operational alarms
  • Emerging trends in technology including Video Information & Management Systems (VIMS) and the impact on operations, situational awareness, collaboration and response times.
  • Opportunities with fiber optic switching and content management (DSC system interaction) and remote control room applications

3 p.m. – 5:30 p.m.

Industry Expo and Reception

7 p.m. – 9 p.m.

Dinner on your own

Thursday, May 2

6:30 a.m. - 7 a.m.                                                                    

Registration: 5k Fun Run/Walk 

7 a.m. - 8 a.m.

5k Fun Run / Walk 

9 a.m. - 9:45 a.m.

Track 1

Lisa Ryan
Mastering millennial mindset and beyond: How to attract and retain emerging leaders

Are you frustrated with your employees’ lack of commitment and passion? Do you wish you could connect with your team members in a meaningful way? Are you concerned that your employee engagement surveys aren’t giving you the “real” story? Lisa Ryan can help. 

Track 2

Ranbir Saini
Trends in HMI/SCADA: Intelligent user interfaces, rapid application development and IoT enablement

Learn how to transform you and your customers’ HMI/SCADA experience with IIoT technologies and techniques including Intelligent User Interfaces & Rapid Application Development – as a basis for increasing your revenue.

Integrators have an opportunity to enhance HMI/SCADA with standards-based intelligent user interfaces that guide operators with appropriate contextual and situational information, advanced warnings and intelligent decision making. Rapid Application Development accelerates your configuration and deployment with templates, auto-discovery, and auto-generation.  

9 a.m. - 10:30 a.m.

Track 3

Marketing Workshop
Wendy Covey & Jennifer Dawkins from Trew Marketing
Smart content marketing for engineers: Part I

In this hands-on workshop, we will discuss data and best practices for content marketing to engineers. You will then implement a practical framework for your own content marketing program.

The interactive workshop will guide you through:

  • Assessing your current and future state
  • Setting content objectives
  • Defining target buyer personas
  • Developing content themes and topics 
  • Creating a content promotion plan
  • Setting inbound marketing success metrics

9:45 a.m. - 10:30 a.m.

Track 1

Panel: Avoiding the hot stove! Best Practices in contractual liability, sub-contract agreements and cyber exposures

Panelists: Robert Zeigenfuse, Don Roberts, Matthew Waghorn, Brian Clifford

Owners and project managers are looking to transfer more of their liabilities and responsibility through their contracts.

The panel will discuss pitfalls and methods integrators can use to protect their businesses and not be left holding the bag.

  • Moderating Contractual Liability language
  • Use of Sub-Contract Agreements
  • Cyber and Intellectual Property

Track 2 Jeff Miller
Best practices and lessons learned in an agile transformation

Over the past three years, Interstates Control Systems has been engaged in an Agile project delivery transformation. Interstates Director of Project Management Jeff Miller will walk the audience through their journey from Waterfall delivery to Agile delivery, provide the attendees with lessons learned, as well as walk through best practices that their team has developed over time.

All participants are sure to take home things that can be implemented immediately into your project delivery teams that will increase efficiency, decrease project rework, and ultimately provide your clients with more value along the way.

10:45 a.m. - Noon

Track 1

Town Hall - Business Meeting

Noon - 1:30 p.m.

Tracks 1, 2 & 3

Lunch - Available to all attendees
Special interest group lunches: Women in Industry, Pulse, Future Leaders & Insurance

1:30 p.m. - 2:15 p.m.

Track 1

Sarah Russell
Optimizing tax savings post tax reform

In this session, Clayton & McKervey Shareholder Sarah Russell will discuss tax reform impacts to the system integrators industry. 

Areas of focus will include:

  • Impact of the pass-through deduction
  • Entity choice, including Research & Experimentation Tax Credits impacts
  • Potential accounting method changes
  • Bonus depreciation and Section 179 rules
  • Business loss limitations and new net operating loss rules
  • Meals and entertainment deductions
  • Key international rules
  • Overview of individual tax impacts  

Track 2 Nigel James
Can you SCRUM and automation project: What worked and what didn't work - A case study story

A case study of using an Agile Manufacturing approach of the SCRUM methodology on a major migration update program. We will discuss the concepts of SCRUM, how we applied the tools for measuring leading indicators, adoption hurdles, and results of if this was equal or better than the traditional system.

1:30 p.m. – 3 p.m.

Track 3

Marketing Workshop
Wendy Covey & Jennifer Dawkins from Trew Marketing

Smart content marketing for engineers: Part II

In this hands-on workshop, we will discuss data and best practices for content marketing to engineers. You will then implement a practical framework for your own content marketing program.

The interactive workshop will guide you through:

  • Assessing your current and future state
  • Setting content objectives
  • Defining target buyer personas
  • Developing content themes and topics 
  • Creating a content promotion plan
  • Setting inbound marketing success metrics

2:15 p.m. - 3 p.m.

Track 1

Russ Agrusa & Spyros Sakellariadis
Creating cloud solutions for smart spaces using Microsoft Azure

In this session, we will describe how you can harness the power of the cloud to scale and extend the functionality of building management systems. We will focus on how we use ICONICS on Azure for driving down operating costs at customer sites worldwide, including Microsoft’s own buildings in the Pacific Northwest, and for delivering many new and exciting experiences for building tenants.

We will cover topics such as:

  • Our vision for smart spaces
  • Top building and campus-wide scenarios for which customers are asking
  • The value of the cloud for deploying a modern smart building infrastructure
  • Managing your resources to fix the right problem at the right time, with the right person
  • Delivering useful and exciting applications to end users in the buildings

Track 2

Gloria Forbes & Jeff Forbes
Rejected! Don’t lose sleep over it. Best Practices discussion related to contracts and subcontract agreements continues.

You’ve followed Best Practices, been awarded the job and now it’s time to comply with insurance requirements. We’ll journey through the contract insurance clauses to avoid or modify during the process. A discussion on certificate pitfalls will follow. And we’ll discuss tips on obtaining variances.

3:30 p.m. - 4:15 p.m.

Track 1

Lyman Tschanz & Dick Ciammaichella
What's the role of a system integrator supporting a customer on their digital transformation journey?

Many of our manufacturing customers are being challenged by their C-Level executives to transform their manufacturing operations using software tools, like those found at the IT levels, to leverage the data found in the factory in order to drive business improvements - making them more competitive in their markets. Their immediate challenge is where to start and how to find projects that show enough ROI to encourage additional investments. System integrators are in a perfect position to help.

Learn how your experiences at your customers can position you as a valuable asset for them to start their journey toward business transformation using IIOT strategies and how you can help them get started tomorrow.

Track 2 Don Ulrich
Peer Groups "" (Workshop)

  • Ever want to have an open and honest discussion with a peer at another SI to get some real insight into a critical issue or just bounce around an idea?
  • Want to find out how the other guys really do it?
  • Want to learn from others who have solved something that your company struggles with, while being willing to share some of your proud achievements?

This session provides an environment for interested companies to learn more about what Peer Groups are, the benefits, and guidelines on how to join or create one.

A panel of representatives from current Peer Groups will help answer your questions for you to determine if this is right for your company. This session will be followed up with opportunities for interested individuals to meet each other and determine if they are a good fit and want to form a Peer Group. 

3:30 p.m. – 5 p.m.

Track 3

Tanya Donnelly
How social selling helps grow your business

Your employees are one of your best advocates for your company. Learn how Linkedin and Twitter can become one of your highest lead generating tools by changing profiles from resumes to building customer relationships.

4:15 p.m. - 5 p.m.

Track 1

Panel: Onboarding the next generation of leaders
Panelists: DMC Inc. President Frank Riordan, Avid Solutions President PC Romano & Enterprise Automation Principal Scott Pickford
Moderator: Enterprise Automation Engineering Manager Chris Schleich

Panelists will share stories of their personal growth, creating attractive company culture and developing new talent to lead their companies.

This is a unique opportunity to learn how panelists transformed their companies and to be encouraged to take action and drive change.

Track 2 Luigi De Bernardini
Couples in business: Pains and pleasures (Workshop)

Running a business with your wife or husband can simultaneously be both a great opportunity and a big challenge. In this open format, couples will have the opportunity to share their experiences and learn from others successes or failures.

6 p.m. - 7 p.m.

Cocktail Reception
Sponsored by Opto22

7 p.m. - 9 p.m.

Awards Dinner
Hosted by Steve Goldberg
Sponsored by Cisco and AVEVA

Friday, May 3

8 a.m. - 9 a.m.                                                                                       


9 a.m. - 10:30 a.m.*

Panel Discussion: Hot Stove

Adrian Fahey, Sage Automation; Bob Zeigenfuse, Avanceon; Ray Bachelor, Bachelor Controls & Nigel James, Burrow Global
Mark Voigtmann, Faegre Baker Daniels

Mark Twain once said: “If a cat sits on a hot stove, that cat won’t sit on a hot stove again.  But of course that cat won’t sit on a cold stove, either.” In this most popular of annual sessions, four CSIA members will tell about their close encounters with a sizzling hot stove—otherwise known as a project with problems—so that those who listen will have no reluctance in climbing up on a cold stove again. 

*Spouses Welcome

11 a.m. - Noon*

Keynote Speaker
Rick Pierro
Achieving sustainable growth from 5, to 50, to 150 automation engineers

In this talk, Pierro provides the top ten secrets to managing the growing organization, offering practical suggestions for managing a growing organization and increasing profitability. 

Questions discussed and answered include:
  • How do you maintain growth and profits while meeting the immediate management needs of a dynamic systems integration company? 
  • What changes and at what point do you have to do things differently? 
  • How do you balance a need for systems and structure without burdening the organization with sluggish and costly overhead? 
*Spouses Welcome

12:45 p.m. - 5 p.m.

The Falls at DuPont State Forest - Guided Waterfall Hike
$130 per person

Downtown Asheville Microbrewery Tour
$175 per person

Biltmore Estate Day Tour
$245 per person 

7 p.m. - 9 p.m.

Closing Toast and Reception
Location: Pavilion

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