Summit Agenda

The presentation team is made of up some of the most experienced KATA practitioners and coaches. Learn from them during breakout sessions, experientials and keynotes.  But, just as important, learn from them (and each other) over coffee, lunch, or in a hallway conversation.


13 March • Pre-Summit Workshop Day

NOON - 4:00 PM

9:00AM - 3:30 PM

9:00AM - 3:30 PM

The Heart and Soul of the KATA!

Tracy Defoe + Deondra Wardelle

Tell Me More...

Workshop Details Pending

The Improvement + Coaching KATAs - A Practical Demonstration Involving You

Oscar Roche

Tell Me More...

Participants (introductory to intermediate level knowledge of Improvement + Coaching Kata), will be introduced to a ‘company’ that is challenged by the ‘customer’ to improve a process. After a brief introduction, each participant will be allocated a role within the ‘process’. The process will begin using this new ‘team’, each with their new found roles. This is no different to what happens in the real workplace. The “process” will run for a period of time, observations made, routines applied, and then re-run. This will continue for the day, Improvement Kata and Coaching Kata awareness building as we go.

How Each Participant Will Benefit:

Good habits need to be “started” somewhere. They start via actions that reveal a benefit. For the above to really occur and be sustained, improving needs to become habitual. Good habits are developed through introduction, then routine and practice. In this one day hands on workshop, participants will be introduced to, and practice, routines centered on: • 4 steps of the Improvement Kata, the last being the most “active”. • The Coaching Kata that will navigate you through the 4th step above.


TWI + KATA workshop

Brandon Brown

Tell Me More...

TWI – Job Instruction is a great tool to take random work activities and create a standard set of work instructions when process variability is high. This workshop will explore the use of TWI Job Instruction as a countermeasure to the Kata Domino Challenge and how to use a “trial run/road testing” of the Job Instruction as an exploratory PDSA experiment to develop the standard methods for success with the Kata Domino Challenge. Once we have used the planning steps of the Improvement Kata and have a Challenge, Current Condition, Target Condition, and Obstacles, we will take time to examine the variation from team to team in their work methods. The class will complete PDSA steps toward the Target Condition by using TWI-JI to create the best method for stacking and division of labor


TWI Master’s Meetup: Hosted by the TWI Institute

Join us for an in-depth conversation, guided by experienced TWI masters. This is a great opportunity to explore more advanced topics with your peers. The meet-up is not designed for those new to TWI (only those who have practiced it).


Kata Geek Meetup! The OG + one of our favorite traditions!

A fun warm up for the summit!  In the spirit of sharing, networking and growing community – join us for multiple 5-minute mini presentations complimented with group discussion. 


14 March • Summit Day 1

9:00 - 9:15 AM

Summit Kick-Off with Host Jim Huntzinger

9:15 - 10:25 AM​


Does the success rate for adopting JI correlate to the accountability of the Day 3 Training Timetable alone?

Brandon Brown • Thought-Leader

20 min panel Q & A • Brandon + Wayne

Now that your wheels are turning... let's chat!

9:25 - 9:55 AM

Networking Break

9:15 - 10:25 AM​


Enabling TWI Job Relations (JR)

John Vellema • Thought-Leader


Is it Time to Rethink Job Relations?

Mark Rosenthal • Thought Leader

20 min panel Q & A • John + Mark

Now that your wheels are turning... let's chat!

12:10 - 1:30 PM

1:35 - 3:10 PM


From knowing to doing – How TWI can accelerate your lean journey

Raaghavan Venkatram • Norton McMurray Manufacturing Co.


When to apply TWI-Job Instruction

Ginger Purvis • Baptist Memorial

20 min panel Q & A • Raaghavan + Ginger + Celeste

Now that your wheels are turning... let's chat!

3:10 - 3:30 PM

Networking Break

3:30-4:05 PM

Community Updates

What's everyone been up to this past year? In a series of short 5 minute presentations we'll find out!

4:10 - 4:30 PM

Closing Keynote • Workplace Wellbeing = Meaningful Purpose + Positive Relations

Oscar Roche + Dr Lou Flaspohler • Thought-Leader


15 March • Summit Day 2

8:00 - 8:30 AM


8:30 - 9:20 AM

Track 1 • TWI

Melissa Vecchi

Practitioner Breakout • Sustaining Job Relations

Genna Mucci + Melissa Vecchi

Track 2 • TWI + KATA

Wayne meyer

Practitioner Breakout • Title Pending

Wayne Meyer

9:20 - 9:35 AM

Networking Break

9:35 - 10:25 AM

Track 1 • TWI


Practitioner Breakout • Title Pending

Paul Riley

Track 2 • TWI + KATA

Warren Peters

Practitioner Breakout • TWI + Kata, The Brunswick Way

Warren Peters + Steven Craig

10:25 - 10:40 AM

Networking Break

10:40 - 11:30 AM

Track 1 • TWI


Practitioner Breakout • Title Pending

Christopher Gaechter

Track 2 • TWI + KATA


Practitioner Breakout • Title Pending

Kyle Ketchum + Dylan Arnt

11:30 - 12:30 PM


12:30 - 1:20 AM

Track 1 • TWI

We Rawlings

Practitioner Breakout • Sustaining the JI Journey

Wes Rawlings + Rudy Garcia

Track 2 • TWI + KATA


Practitioner Breakout • Surging ahead by embracing commonality

Raaghavan Venkatram

1:20 - 1:30 PM

Transition Break

DEEP DIVES ... You Choose 1

1:30 - 3:30 PM

Option 1



Patrick Graupp + Scott Curtis

Option 2



Brandon Brown

3:30 - 3:40 PM

Networking Break

3:40 - 4:00 PM

Closing Keynote • What Culture Do You Want?

Mark Rosenthal • Thought-Leader

4:00 - 4:15 PM

Summit Wrap Up + Closing

Jim Huntzinger + Beth Carrington + Sylvain Landry

Oscar Roche

TWI Institute Australia and NZ

About the Facilitator

Oscar Roche works closely with clients to realize organizational change, develop people capability and meet business improvement goals. He believes the long-term success of any business lies in the development of it’s people.

This belief, combined with extensive operations management experience, helps him add value to every organization he works with. Oscar holds a Bachelor of Applied Sciences. His diverse sector expertise includes training, logistics, FMCG, chemicals, beverages and food. Having run his own business and worked in various manufacturing roles for many years, he keenly appreciates the competing pressures modern firms face.

About this Session

Abstract Pending

Mark Rosenthal

Novayama LLC

About the Facilitator

A results driven lean director and manager with over twenty years experience implementing lean manufacturing and continuous improvement. Deep understanding of the Toyota Production System with proven ability see any organization’s potential, cut to the core issues, gain “buy-in” and get things moving by engaging the entire team to develop solutions to impact the bottom line. An effective change agent who facilitates the process of discovery.

Specialties: Lean Manufacturing implementation in brown field or green field operations.

Operations Excellence · Leadership Team Training and Development · Study Missions · Strategy Development · Value Stream Mapping · Taming ERP / MRP Systems · Supplier and Supply Chain Development · 3P · Kaizen · Heijunka · Kanban · Work Cells · A3 Problem Solving

Always seeing the possibilities.