PMPA Management Update Conference

San Diego Marriott Marquis & Marina - San Diego, California
March 8-10, 2018
Register Today!

Management Update 2017 Schedule


By engaging as a conference sponsor, you showcase your products and services while supporting the Precision Machined Products Industry!



Schedule of Events

Thursday, March 8

4:30 pm

First Timer Welcome Reception

5:00 pm

Welcome Reception | Registration

 Friday, March 9

7:00 am

Registration Desk Opens

7:00 am

Buffet Breakfast

8:00  am

General Session

11:30 am

Group Lunch

View the Full Schedule...












 * Download the 2018 Management Update Block Schedule for quick reference

Thursday, March 8

7:00 a.m.

Finance Committee Meeting

10:00 – 3:00 p.m.

Board of Directors Meetings

3:30 – 4:30 p.m.

Management Update Committee Meeting

4:30 – 5:00 p.m.

First Timer Welcome Reception

All first time attendees to the Management Update Conference are invited to attend this brief gathering to meet PMPA Officers and the Board of Directors, as well as the Management Update Committee.

5:00 – 7:00 p.m.

Welcome Reception | Registration

Networking continues to be a primary focus for attending Management Update. This year’s networking activity will engage everyone in a friendly game of People Bingo and will continue throughout the conference to keep interactions and conversations flowing.

The People Bingo activity will kick off during the Thursday evening welcome reception. Each attendee will be provided with a Bingo card with phrases representing a unique fact about 25 different attendees (submitted when registered). The object of the activity is for attendees to get “Bingo” by finding and obtaining the signatures of the people who match the facts on their card. Once a person successfully obtains a full row (5 in a row –horizontally, vertically or diagonally), they submit their card for a prize drawing. Attendees will have until after lunch on Saturday to turn in their winning Bingo card!

There will be an open bar and food stations! Come. Stay. Play. Network.

Friday, March 9

7:00 a.m.

Registration Desk Opens

7:00 – 8:00 a.m.

Buffet Breakfast

8:00 – 8:15 a.m.

Welcome and Introductions

8:15 – 9:45 a.m.

Keynote #1 - Economic Forecast
Speaker: Brain Beaulieu, ITR Economics

One of the country’s most informed economists, Brian Beaulieu, CEO of ITR Economics, presents the status of the current business cycle of the U.S. and global economy.  Reliable leading indicators will be the guide to understanding what to expect over the 12 months following PMPA’s March meeting, as well as where the economy is heading as we move through 2018.  Brian helps you sort it all out by looking at the upside opportunities and what risks are on the horizon for the economy.  It will be important to understand the difference between a potential slump in activity (2019) versus the extended upside potential looking further into the future. There will be challenges (i.e., the ongoing labor shortage), and Brian discusses Management Objectives™ pertaining to effectively managing labor costs and other pressures stemming from business cycle changes.

10:00 – 11:30 a.m.

Keynote #2 – The 4 Disciplines of Execution
Speaker: Jeffrey Downs, FranklinCovey

Which do leaders struggle with more - planning or execution?  The 4 Disciplines of Execution exist for one reason: to execute on a plan in the midst of a whirlwind of distractions.   Most people are so busy just maintaining the business—just keeping their heads above water—most of the time they can't even hear themselves think, let alone execute on the most important priorities. The 4 Disciplines of Execution is a proven operating system that when adopted will deliver exponential results. Jeffery Downs, one of FranklinCovey’s practice leaders in The 4 Disciplines of Execution, will explain the reasons why execution is hard, the principles of effective execution, and how to implement and sustain the disciplines.

11:30 a.m. – 12:30 p.m.

Group Lunch

12:45 – 2:15 p.m.

30/30/30 Roundtables

The roundtable discussion session is a structured networking opportunity that allows attendees to take advantage of the knowledge and experience of member company peers (as well as PMPA’s valued Affinity Partners) to learn about innovative technologies and workplace initiatives, as well as share ideas and solutions to mutual challenges.  

All discussion tables will be facilitated by an experienced leader on the topic.  To allow attendees the opportunity to participate in more than one table discussion, a 30-minute time frame will be placed on each discussion session.  

Roundtable topics to include discussions on Security Cameras, TS Certification, Best Cloud Backup Systems, R&D Tax Credits, OSHA/Environmental Updates, On-boarding Employees and Personality/Technical Testing.

2:30 – 3:30 p.m.

Breakout Session #1

  • Workshop: Grant Proposal 101

    Speaker: William Lemon
    R&D grant funding can be a core component of the innovation process in a precision machining business. Successful grant applicants need to describe a core technology to be advanced, how it will advance the industry and the broader implications looking forward. Dr. Lemon, who serves as a reviewer for the Small Business Innovative Research grant program at the National Science Foundation, will describe how to find agencies looking to fund grants in these areas and what steps are needed to complete a successful application. 

  • The 4 Disciplines of Execution
    Speaker: Jeffrey Downs, FranklinCovey
    Jeffery Downs specializes in working with executive teams to translate strategy into the fewest number of executable targets – he has had numerous years of executive leadership experience and record-breaking results.  Come to hear Jeffery in this smaller group session and come away with a new way of approaching what is wildly important within The 4 Disciplines of Execution!

  • PMPA Online Training Program
    Speaker: Sterling Gill, PMPA
    An exclusive benefit for PMPA members, MFG (or, Manufacturing for Future Generations) is a new game-changing online Training Resource created by PMPA for our members based on NIMS credentials and Department of Labor approved testing. MFG offers a standardized training program that allows you to train and certify new and current employees, with online courses that can be rolled out at your participants’ convenience and readiness. Come hear how far we’ve come, who is already benefiting from using the program, and where we want to go!

3:45 – 4:45 p.m.

Breakout Session #2 (repeated)

  • Workshop: Grant Proposal 101

    Speaker: William Lemon

  • The 4 Disciplines of Execution

    Speaker: Jeffrey Downs, FranklinCovey

  • PMPA Online Training Program
    Speaker: Sterling Gill, PMPA

5:00 – 6:00 p.m.

Happy Hour Reception

 6:30 - 8:00 p.m.  Women of PMPA Dinner/ Roundtable


Saturday, March 10

7:00 – 8:00 a.m.

Buffet Breakfast

8:15 – 9:45 a.m.

Keynote #3 – People Development/ Accountability
Speaker: Kathy McCullough
Transforming a company into a Performance Culture takes a relentless focus on the right leadership mechanisms that will move the performance needle in the right direction.  Cathy McCullough, Business Growth Consultant with Rhythm Systems, shares specific insights to help you, as a key leader, transform your organization’s culture into a more robust, high performing environment that also builds personal accountability into the overall performance equation.   She shares a Transformational Roadmap that identifies strategic leadership tactics you can use to create transparency by breaking down silo mentality, lifting mediocre performance to higher levels, raising quality to new heights, and increasing the engagement of your people. 

10:00 – 11:30 a.m.

Block #1

  • The Winners Edge

    Speaker: Bruce Boguski
    Bruce Boguski, author, motivational speaker, columnist and media personality, is well known for his ability to inspire others to "do the impossible." He delivers a fact-filled, energizing presentation, providing cutting edge techniques that will empower you to overcome any obstacles or barriers to your success.  You will discover how to be a coach to others and master precise communication to your team members to insure positive results.  He will also share techniques designed to help you regroup after a setback and to develop visualization skills to produce a “can-do” attitude and clarify goals for sure-fire success!

  • Strategic Planning and Analytics

    Speaker: Cathy McCullough
    Do you ever feel as if you’re the #1 problem solver on your team? Do you ever feel exhausted that so many people look to you to motivate them? Do you ever wonder what it would be like if everyone would just do what you needed them to do? Do you ever get tired of workplace drama? Do you ever dread having one of those ‘difficult’ performance conversations? Do you ever wish that you didn’t have so many ‘people problems’ so you could focus on all the other things you need to do?

    • Your people solve their own problems in the right way and in real-time
    • Everyone becomes more intrinsically motivated to do what you need them to do
    • Drama is minimized
    • Productivity goes up
    • People are more focused
    • Innovative ideas are more readily expressed
    • Your overall strategic intent is maximized


  •  Disruptive Strategy: Digital Innovation & Emerging Technologies meet B2B Marketing
    Speaker: Leanne Shupe
    Effectively traversing the emerging/disruptive digital spectrum is a matter of survival for today’s businesses. We need to develop instincts, skills and teams that enable us to get ahead of disruption without losing our breath and sight of what is important to building the business.  Leanne Shupe (business consultant for Solstice, a digital innovation and emerging technology firm in Chicago) looks at the holistic customer journey from the upfront marketing effort to how customers (across B2B2C) interact with your digital experience - from examining the intersection points of all digital properties and footprints to reimagining the customer experience of the future.  

11:30 – 12:30 p.m.

Group Lunch

12:45 – 2:00 p.m.

Block #2

  • Best Practices for Selecting & Implementing a Machine Monitoring System

    Speaker: Josh Davids
    Selecting the right IIoT, OEE and machine monitoring system goes deeper than just looking at features and promises of ROI.  This talk will discuss both positive and negative fundamental components to look for when selecting a machine monitoring system.

    Even the best systems will provide little to no value if implemented poorly.  Guidelines for the methodology and phases of a rollout that will help identify and eliminate hidden downtimes, which will improve utilization, will be discussed.  In addition, the talk will review best practices to gain acceptance on the shop floor, change the culture, and redefine normal as using data as part the day to day processes rather than an additional task. 

  • The Winner’s Edge (repeat)

    Speaker: Bruce Boguski
    Bruce Boguski, author, motivational speaker, columnist and media personality, is well known for his ability to inspire others to "do the impossible." He delivers a fact-filled, energizing presentation, providing cutting edge techniques that will empower you to overcome any obstacles or barriers to your success.  You will discover how to be a coach to others and master precise communication to your team members to insure positive results.  He will also share techniques designed to help you regroup after a setback and to develop visualization skills to produce a “can-do” attitude and clarify goals for sure-fire success!

  • Defining Your Strategic Sweet Spot (Part I)
    Speaker:Doreen Shanahan

    Precision machined product manufacturers compete in a highly competitive and mature industry.   Simply having efficient production and extensive promotion of the organization’s products does not guarantee that customers will buy.  Success requires clearly defined marketing strategies understood and embraced by all functions in the organization.  Making decisions like how best to segment the market, who the company wants as its customers, which of their needs to satisfy, what products and services to offer, and what trade-offs to make to best differentiate your company from others.  In this two-part Sales & Marketing block segment, Doreen Shanahan, Marketing professor and Director of the E2b Program at Pepperdine University - Graziadio School of Business and Management, will focus on four core areas:  analyzing customer markets, segmentation, customer value proposition and competitive advantage —enabling you to define your strategic sweet spot.

    At the conclusion of these two segments, you will be able to return to work knowing what questions you should be asking yourself and members of your organization to improve your marketing efforts and feel confident in leading your organization in developing the answers.  

2:15 – 3:30 p.m.

Block #3

  • Inventory Valuation and Cost Absorption Techniques

    Speakers: PMPA IT Committee 
    This is the first in a series focused on getting the most out of your ERP system. Presented by members of PMPA’s Information Technology Committee, this session will review the different ways that organizations value inventory, including raw material, work-in-process, and finished goods. The discussion will include an analysis of different common methodologies for inventory valuation, such as actual cost, standard cost, and percentage of sales. This interactive session is designed to offer ideas and considerations for the attendee to review, reaffirm, and possibly reconsider. There will be plenty of time for a thoughtful discussion about these core business practices and the potential impact on your ERP.

  • Hiring for Cultural Fit

    Speaker: Alec Broadfoot
    Jim Collins writes, “Getting the right people in the right seats” is essential for any company to go from “good” to “great.” Unfortunately, lackluster hiring results prevent many businesses from reaching that milestone. Gallup data shows employers fail to choose the right candidate for managerial positions an astounding 82% of the time. Using a proven hiring process with predictable outcomes can reverse those odds.
    Alec Broadfoot, owner of VisionSpark, discusses how to implement a successful hiring system by learning to “hire for cultural fit” with a repeatable hiring process that is straightforward, practical, and proven successful.  He specifically covers:

    Participants will learn:

    • How hiring right can significantly improve the bottom line
    • How to attract top performers, even in a candidate’s job market
    • How to avoid common hiring mistakes
    • Why they keep hiring the wrong people and how to stop it
    • How to hire for long-term cultural fit and improve retention
    • An overview of a simple 5-step hiring system to yield better hires right now


  • Defining Your Strategic Sweet Spot (Part II)
    Speaker:Doreen Shanahan 

    This is a continuation of the earlier session in Block #2.

3:45 – 4:45 p.m.

General Session
Monday Morning Action Plan/ Closing

5:00 – 6:00 p.m.

Closing Reception


  • Operations Management Track
  • Business Management Track
  • Sales and Marketing Track

18 Update Tracks