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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 operational excellence. 2018's event has the central theme: Your journey towards Operational 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
  • Operational 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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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 and his Medical Device Technology Exchange (MDTX) unites medical device design, development, manufacturing, and commercialization professionals in a fun and educational forum twice yearly.




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.



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).



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.




Henrik Reif Andersen, CEO Configit A/S

Henrik Reif Andersen is the co-founder and CEO of Configit, a global software company specializing in helping makers of complex products become faster, smarter and more profitable. A professor by training, Henrik has published more than 75 academic papers and articles covering the breadth and depth of mathematics, computer science and logic. Since founding Configit in 2005, Henrik has secured five rounds of venture funding to grow the company from one employee to nearly 200 with subsidiaries established in Germany, India, the U.K., and the USA. With the creation of configuration lifecycle management, Configit is committed to developing and perfecting products that provide strategic value for their customers.



Tim Baynes, Chief CLM Evangelist, Configit A/S

Tim leads global marketing and product strategy for Configit. He has worked with product configuration technologies for over 20 years and has participated in over 150 separate implementations. He was a founder of KPMG Peat Marwick's Configurator practice in the 90's where he led configurator software selections and implementations at leading companies in the Automotive, High-Tech, Aerospace, and Industrial Manufacturing industries. That role was followed by over a decade with Oracle, where he finished up as a Director in Oracle Consulting's EBS Configurator practice. At Oracle, Tim served primarily as Solution Architect on very large, complex configurator implementations, which focused on the Configure-to-Order process flow. Prior to joining Configit, Tim was Research Director at Gartner, where he was responsible for covering CPQ and Digital Commerce technologies.



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.



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

Catie is the Quality and Regulatory Systems Infrastructure Manager at Mölnlycke Health Care. CM2 became Catie's passion after being introduced to it in 2013.



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.



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.


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.


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.


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.

Special Thanks To



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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