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In 2017, IpX enhanced its mission, its look, and now its annual symposium. Previously known as the Integrated Process Excellence Symposium and Training, this event connects professionals striving for true enterprise excellence. 2018's event has the central theme: Your journey towards Enterprise Excellence starts here.

We will have two days of keynotes and panels with speakers who are cross-industry executives within aerospace, agriculture, automotive, building infrastructure, defense, medical, regulatory, and technology. They will share their business transformation stories and real-case studies within the full spectrum of people, processes and technology.

The event will focus around these key topics and their relation to our CM2 methodology:

  • The Digital Thread and Twin
  • Enterprise Excellence
  • Enterprise Change Management
  • Industry 4.0
  • Sustainable strategies for an Industrial Internet of Things

We look forward to seeing you at our 31st annual event being held at the Wild Dunes Resort in Charleston, SC, September 17-18, 2018. Training opportunities will follow September 19-21.


Keynote & Panel Speakers$0.00Mon-Tues
IPE/CM2 Congress Member$250.00Mon-Tues
CM2 Certification Holders (CM2-C, CM2-A, CM2-P)$550.00Mon-Tues
Standard Attendee$750.00Mon-Tues
Event & Course:
CM2-15 Operational Excellence Bootcamp
Event & Course:
CM2-09 Application Workshops for Achieving Operational Excellence
Event & Course:
CM2-13 Optimizing the Software Lifecycle with CM2
Event & Course:
CM2-05 Optimizing the Digital Thread
CM2-06 Achieving Enterprise CM2 Implementation
Register for courses only

Bulk discount rates are available. Please email [email protected] for more information.

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ConX18 Speakers

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Allison Grealis, President/Founder, Women in Manufacturing and Vice President of Membership and Association Services of the Precision Metalforming Association

Allison Grealis is founder and president of Women in Manufacturing (WiM), a national trade association focused on supporting, promoting and inspiring women in the manufacturing sector. She is also the vice president of membership and association services of the Precision Metalforming Association (PMA), a full-service trade association representing the metalforming industry.

Since joining PMA in 2001, Grealis has held a variety of positions that included district, committee and division management; affinity partner relations; sponsorship sales; new product and service development; and member services.
Grealis earned her Bachelor of Arts in English with a certificate in Women’s Studies from Ohio University and a Masters in Public Administration from the University of Akron.

Presently, Grealis serves on the boards of the Greater Cleveland Society of Association Executives, Our Lady of the Elms High School, the St. Raphael Home and School Association and the Flora Stone Mather Center for Women, Case Western Reserve University.


Joe Barkai, Consultant, Speaker, Author & Blogger,

Joe Barkai is a consultant, speaker, author and blogger, charting market strategies for a connected world: Internet of Things, connected cars, innovation and product lifecycle.

Joe has more than 30 years of experience in helping organizations chart their product and market strategy. His background at the union of business and technology with hundreds of organizations across diverse industries, provides a unique ability to “connect the dots” and clearly articulate the always-evolving business value of technology. Joe’s focus is on researching, forecasting and the strategic application of industrial Internet of Things (IoT) technology and the union between IoT, Product Lifecycle Management (PLM), Service Lifecycle Management (SLM), Application Lifecycle Management (ALM), and equipment diagnostics and prognostics methods.



Susanne Lauda, Director, Global Advanced Manufacturing Technology, AGCO

Susanne joined AGCO Corporation 5 years ago. AGCO is a Fortune 500 company headquartered in Duluth, GA that manufactures agricultural equipment at various locations around the globe, and has roughly 20,000 employees. In her role as global project lead for manufacturing automation she represents the business in regards to the Enterprise PLM strategy. Among other issues she identified the need for a harmonized global change process to support the company’s new platform strategy, and to specify the PLM tool requirements. Susanne also drives the global strategy for Manufacturing 4.0 (Smart Factory), and manages a team that investigates the potential applications for new production tools, such as Additive Manufacturing. Susanne holds a degree in production engineering from her native Germany and received her CM2-P certification in October, 2013. Prior to working for AGCO she has worked at MTU (Diesel engines), Zeppelin New Technologies (aerospace components), Rheinmetal (defense), Siempelkamp (foundry, forging presses) and INP (manufacturing consultant).




Nathan W. Hartman, Ed. D., Industry Panel Guest Moderator, Purdue University Dauch Family Professor of Advanced Manufacturing and Department Head, Computer Graphics Technology - PLM Center of Excellence, & PLM World Chairperson

Nathan Hartman is the Dauch Family Professor of Advanced Manufacturing and Department Head in the Department of Computer Graphics Technology at Purdue University, and Director of the Purdue University PLM Center. Dr. Hartman is also Co-Executive Director of the Indiana Next-generation Manufacturing Competitiveness Center. In 2011, Professor Hartman was designated a University Faculty Scholar, and in early 2013, he was on the team providing content for the research and technology framework of what eventually became the Digital Manufacturing and Design Innovation Institute.

Professor Hartman’s research areas focus on the process and methodology for creating model-based definitions; examining the use of the model-based definition in the product lifecycle; developing the model-based enterprise; geometry automation; and data interoperability and re-use. He has been awarded over $9,000,000 in research funding to support his work, primarily from industrial and manufacturing corporations. Professor Hartman’s industry research partners include Rolls Royce, Cummins, Boeing, GM, Rockwell Collins, Textron, Gulfstream, Procter & Gamble, GM, Honda, and others. He has also done funded research work through NSF, DMDII, and NIST programs.

Professor Hartman currently teaches courses in 3D modeling, virtual collaboration, 3D data interoperability, and graphics standards and data exchange. Professor Hartman also leads a team in the development and delivery of online PLM and MBD professional education certificate programs for Purdue’s various industry partners. He also works closely with the Ivy Tech Community College system around design technologies and digital manufacturing curricula to support Indiana’s education and workforce development needs. Professor Hartman holds a Bachelor’s and Master’s degree from Purdue University and a Doctorate from North Carolina State University. Dr. Hartman spent over eight years working in industry for Fairfield Manufacturing Company, Caterpillar, and Rand Worldwide.




Oleg Shilovitsky, CEO and co-founder of OpenBOM™ Blogger and Advisor at Beyond PLM

Oleg Shilovitsky is CEO and co-founder of OpenBOM™, entrepreneur, and blogger at Beyond PLM. Shilovitsky has been building software products for data management, engineering, and manufacturing for the past 20 years. He has developed PDM / PLM software and worked for companies such as SmarTeam (acquired by Dassault), Dassault Systèmes, Inforbix (acquired by Autodesk), and Autodesk. Shilovitsky is the author of the popular blog (Beyond PLM - where he shares his thoughts and discusses various engineering and manufacturing software topics.



Peter Schroer, CEO & Founder, Aras

Peter Schrorer has over 35 years of experience working with PLM strategy and technology, starting as an end user in manufacturing through to the formation of Aras Corporation, invention of the model-based PLM architecture, and leadership of the fastest growing PLM community worldwide. As CEO of Aras, Peter champions a new approach to the business of engineering, and drives the PLM technology and business model disruption required to make it happen. His experience spans more than a decade in product development and manufacturing with Data General, Thermo-Electron and IBM, and over 20 years in PLM with Workgroup, Eigner+Partner and Aras. He also earned a BSEE, MENG EE, and MBA from Cornell University.



Michael Benning, Director Configuration and Change Management, IMMI

Michael has over 25 years of experience in various project and operations management roles in the oil and gas and manufacturing sectors.  He has recently been tasked with establishing a CCM competence based on CM2 principles.  The Team’s scope includes rationalizing the existing product portfolio, integrating CM2 principles with legacy engineering and operations processes, and implementing PLM and configurator platforms.

Michael holds a Bachelor’s degree in Mechanical Engineering, and a CM2-C certification.




Joe Hage, Leader, Medical Devices Group, Medical Marcom

Joe Hage leads the world’s largest Medical Devices Group, the industry’s only spam-free, curated forum for intelligent conversations with medical device thought leaders. Mr. Hage’s medical device marketing services help companies engage qualified prospects.



Christina Sigrist, Manager, Product Configuration Management, Bose

Christina has over 40 years in CM in the consumer, automotive and defense industries. She currently manages the Product Configuration Management team at Bose Corporation. She previously worked for Motorola and Northrop Grumman ensuring the CM principles were followed. Christina has a BS in Business and obtained CM2-P certification in 2014.



Henrik Hulgaard, CTO Configit A/S

Henrik Hulgaard is the co-founder and CTO of Configit, a global software company specializing in helping makers of complex products become faster, smarter and more profitable. He holds a PhD in Computer Science from the University of Washington and is an Associate Professor of Computer Science. An author of more than 25 international articles and more than 30 years of experience in IT development and research, Henrik is responsible for the overall technology vision for Configit. He's also the chief architect on Configit's product portfolio. As co-founder and CTO, Henrik helped grow Configit from 1 to +200 employees.



Catie Jelinski, Quality and Regulatory Systems Infrastructure Manager, Mölnlycke Health Care

CM2 became Catie's passion after being introduced to it in 2013. This passion has driven her to work on applying the requirements-driven principles of CM2 to business processes that enable compliance to regulatory standards.

Catie has worked in the medical device industry for over 20 years in a variety of configuration management roles. She has worked at Beckman Coulter, Boston Scientific, American Medical Systems, and St. Jude Medical. She is currently creating the business process infrastructure and harmonizing global processes at Mölnlycke Health Care, a Swedish medical device company.





Rob McAveney, Chief Architect, Aras

Rob McAveney has over 15 years of experience in the design, development and implementation of mission-critical business solutions. As Chief Architect at Aras he drives the product direction of the Aras platform & suite, turning complex business requirements into software solutions. He began his career at Boeing, where he focused on engineering process development and systems integration. Later he joined Eigner+Partner, now part of Oracle, where he architected PDM environments for configuration management at some of the world's largest manufacturers.



Anurag Jain, Global Practice Lead, New Product Innovation and Life Cycle Processes, TCS

Anurag Jain leads Transformation Consulting Practices in the area of New Product Innovation, PLM and Master Data Management, for its global Discrete Manufacturing and the Process Industry clients. Anurag and his consulting fleet addresses Engineering Effectiveness, Product Strategies, Digital Thread, MDM, Product profitability and PLM solution. He has over 26 years of experience in the Industry and in Consulting arena, and has been with TCS since past 12 years. He possess rich Industry experience in achieving Business Transformation comprising Product Innovation, Product Design and Development, Plant Engineering, Service & Quality and Marketing. He has worked with Aerospace, Automotive, Farm Equipment, Capital Goods, Consumer Durables, Telecom, Chemicals, and Hi-Tech industries, in different capacity and currently plays advisory roles for major programs. Anurag is a Mechanical Engineering graduate, and has been working with the TCS clients in North America, Europe, UK and Japan.



Peter Bilello, President, CIMdata

Peter Bilello has more than 26 years of experience in the development of business-enabling IT solutions for research, engineering, and manufacturing organizations worldwide. He has participated in PLM analysis, selection, implementation, and training; CAD/CAM/CAE/CIM implementation and management; synchronous and lean manufacturing consulting; software engineering; and general data management strategy development and support. He has authored numerous papers and research reports on PLM and related topics, and his articles, commentaries, and perspectives have appeared in publications throughout the Americas, Europe, and Asia.

Mr. Bilello has been directly involved with consultation on the selection, integration, and implementation of large-scale PLM solutions. He has spoken on a number of different PLM-related topics in Europe, North and South America, the Middle East, Africa, and Asia.

Mr. Bilello holds a BS in Computer Science with a minor in Physics from California State University, Fullerton, and an MSE in Manufacturing Systems Engineering from The University of Michigan.


Cenk Onen, Engineering Director, Roketsan

Cenk Onen is the Engineering Director of ROKETSAN, one of biggest 100 defense companies in the world. Cenk has more than twenty years of experience in defense business. Currently, he is responsible for design and development of new products in ROKETSAN. He holds a Bachelors of Science and a Masters of Science in Aeronautical Engineering.


Paul Nelson, Fellow, PLM Discipline, Northrop Grumman

Paul is a Fellow for the PLM discipline at Northrop Grumman, formerly Orbital ATK. He is promoting the proper processes and tools to significantly reduce development time and costs while meeting all customer requirements. Paul has BS and MS degrees in mechanical engineering. He is INCOSE certified, holds a graduate certificate in Systems Engineering from the University of Utah, is CM2-P certified and is fluent in Russian.


Susan Rockafellow, Project Manager, Configuration Management Professional, Javelin Technologies Inc.

An accomplished Project Manager, Configuration Management Professional with over 25 years experience in delivering small, medium and enterprise wide Product Lifecycle Management (PLM), and Product Data Management (PDM) software solutions, working with companies with diverse and complex requirements in different industries, including but not limited to manufacturing, defense, medical device, telecommunications, and high-tech.

Ability to quickly understand customer requirements through interviews of varying stakeholders, from end-users to senior management. Possess the ability to uncover unrealized requirements and business issues of a customer.

Accomplished communicator in maintaining strategic customer accounts by helping sales team build and maintain long-term relationships. An experienced trainer and presenter, delivering training and presentations to a handful of end-users, executive management, or technical staff - to presenting at user conferences and large training classes.

Certified trainer for IpX’s CM2 training classes in Canada.  Certified CM2-C since 2002.



Alan Kiraly, Senior Vice President of Asset Performance, Bentley Systems

Alan holds a CM2-A certification and joined Bentley in 2010 following Bentley’s acquisition of Enterprise Informatics, where he served as CEO. Alan was named senior vice president, asset performance in 2016. He leads Bentley’s Asset Performance Advancement Team, which is responsible for the development, marketing, service, support, and business development of offerings for improving asset performance. His prior roles with Bentley include senior vice president of server products, asset performance and vice president of operations, product management. Alan holds a bachelor’s degree in mechanical engineering from Michigan State University and a master’s degree in mechanical engineering from the University of Dayton.

Jane Cavicchi, Configuration Management Professional, Bose

Jane has over 35 years in CM in the consumer, automotive and defense industries. She currently is a member of the  Product Configuration Management team at Bose Corporation. She previously worked for Digital, Nortel and several small companies prior to joining Bose ensuring the CM principles were followed. Jane obtained CM2-P certification in 2014.



Scott Wertel, Configuration Manager, Nammo Talley

Topic: The V-Model – Your Phase-gate Approach to Innovation

Scott Wertel continues his series on CM’s Role in Innovation.  While he has highlighted examples of where the wastes of phase-gate development processes stifle innovation in his previous presentation, the fact is that many companies force this process. In order to comply with phase-gate requirements, can the CM2 V-model be adapted to define phase-gate stages while still being flexible enough to bolster innovation?

Scott is a multifaceted, pragmatic engineering specialist contributing to advanced engineering performance through skillful alignment of resources. He is focused on elevating organizational productivity, efficiency, and infrastructure through development, implementation, and management of advanced systems, process improvement, product development, and leadership.



Gary D'Souza, Manager, Global Manufacturing Engineering Applications, AGCO

Gary D’Souza is responsible for the global manufacturing engineering applications at AGCO. Now in his 10th year at AGCO he has been the technical lead for Manufacturing PLM for 6 years overseeing the successful development, integration and launch of the system at multiple sites in support of AGCO’s worldwide corporate initiative Design Anywhere Build Anywhere. He is currently on foreign assignment to Brazil to coordinate the launch of Teamcenter at the factories in South America. Gary holds a Bachelor’s degree in Industrial Engineering from Wichita State University and is CM2-P certified.


Martijn Dullaart, Configuration Management Expert/Architect, ASML

Martijn is a CM Architect at ASML. He has a passion for CM and he creates awareness with businesses about the need for CM and has designed and deployed business processes based on CM2 best practices and implemented PLM to support these processes. Next to his work at ASML, Martijn is chair of the IPE/CM2 Global Congress and chair of the Industry 4.0 committee of the IPE/CM2 Global Congress. Martijn is always looking for improvements and discovers trends and takes initiative in introducing new capabilities and innovations like Industry 4.0 in order to help organizations increase quality, reduce time to market and reduce cost. He has over 13 years of experience in both the CM and PLM domain. Martijn has a Master's in Industrial Engineering and Management Science and holds a CM2-P & CM2-S certification.



Bill Woodaman, Corporate Configuration Manager, Albany Engineered Composites

Bill is from central New Hampshire and is the Corporate CM Manager for Albany Engineered Composites, an aerospace manufacturer.  He Manages Configuration departments at all facilities (France, Mexico, US) from development through production. Prior to Aerospace Bill ran CM for a medical device manufacturer. Bill is a member of the IPE/CM2 Global Congress.


Max Gravel, Group Head, Configuration and Change Management Manager, Gulfstream

Max has over 10 years' experience in Configuration and Change Management (CCM) at Gulfstream Aerospace.  His team is currently leading an effort to integrate CCM processes and enabling systems across the enterprise using the CM2 principles as backbone.

Max has a Master’s in Aerospace Engineering,  holds CM2-P certification and is a member of the CM2/IPE Global Congress.


Ray Wozny, President, Institute for Process Excellence

Ray has over 25 years of experience in high technology firms with 19 years in management. He has held various management positions and has implemented three PDM/PLM Solutions. Ray has extensive experience in configuration management, technical publications and design support. He received a CM2 certification in 1989 and joined IpX in 2003. He was on the ACDM's founding Board of Governors. Ray assumed the role of President of IpX on January 1, 2017.



Joseph Anderson, Vice President of Services, Institute for Process Excellence

Joseph Anderson is the Vice President of Services at the Institute for Process Excellence (IpX), which provides training, standards and services to companies in enterprise operational excellence. He holds executive-level authority for the IpX global services organization, which is responsible for leading IpX clients through business and digital transformation. Joseph has more than 20 years of experience within the automotive, aerospace, marine and defense industries in various executive positions.

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2017 IPE Symposium & Training

The 30th Annual Integrated Process Excellence Symposium was held at the Wyndham Grand Bonnet Creek Resort in Orlando, FL during September 18-20, 2017. There were two and half days of keynote and break-away sessions. The speakers were cross industry executives within aerospace, agriculture, automotive, building infrastructure, defense, medical, regulatory, and technology. The sessions were focused on best practices for tangible business transformation with a central theme of: The foundational element of the 4th industrial revolution is a proper CM network leading to people, processes, and products that communicate cohesively within an integrated Internet of Things.


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