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REGISTER NOW • 1-877-927-7936 • www.CanadianInstitute.com/Outages
@CI_Energy #CIOutages
January 27– 28, 2016 | Omni Royal Orleans | New Orleans, Louisiana
Overcome Shared Challenges and Get Results-Focused Strategies for Outage Excellence
	 Get improved preparation and planning techniques that will ensure pre-outage readiness
	 Build effective contractor relations for improved project execution
	 Control emerging work and lock in scope with critical path management strategies
	 Use project metrics to add value and make better planning and execution decisions
	 Manage the challenges and risks of executing multiple outages across the fleet
	 Learn how to accommodate skilled labor resource needs and successfully pass on the experience torch
	 Find out how to use discovery and inspections to reduce risk in your outage
Plus! – Special keynote address from NERC on ‘The Future of Power Reliability and the Changing Resource Mix’
Enhance your learning and build your skills by
attending the pre-conference workshops:
Lessons Learned from the Outage —
Best Practices and Proven Strategies to
Capture and Share the Key Findings
Scope and Schedule Management
The Larger Team — Building High Performance
Outage Teams
A //
B //
C //
Hear from and network with industry experts including:
American Electric Power
Calpine
Dominion Generation
PacifiCorp Energy
First Energy
Southern Company
Tennessee Valley Authority
Westar Energy
and many more.
From the developers of the Shutdowns Turnarounds Superconference
CI Energy Group’s
OUTAGES
Managing Power Plant
Register at 1-877-927-7936 or www.CanadianInstitute.com/Outages @CI_Energy #CIOutages
Proven Strategies to Control Costs and Manage
Timelines in Today’s Complex Work Environment
Maximize your outage success and learn to overcome the on-going challenges you
face in your facilities with aging fleets, new regulations and changing resources.
Attend CI Energy Group’s Managing Power Plant Outages conference and learn
first-hand from the successes and challenges of others in the industry. Get critical
information and new techniques to ensure you avoid cost overruns and meet deadlines
without compromising safety.
Be in the same room with companies including:
American Electric Power, Calpine, Dominion Generation, PacifiCorp Energy,
First Energy, Southern Company,Tennessee Valley Authority, Westar Energy,
and many more.
Entirely focused on the power industry, this event is your opportunity to interact with
peers, experts and consultants who will provide you with the right tools to plan and
execute a successful outage. Attend with others from your team and walk away with
new ideas and a plan of action to take back to your facility.
Our In-depth sessions will deliver the practical information you need:
	 Overcome the challenges in outage budgeting and cost compliance
	Effective pre-outage planning techniques for winning project execution
	 The latest status of EPA regulations and the impact on fossil generating plants
	 Proven methods to promote a healthy and safe work environment
	 Options for converting, decommissioning and retiring power plant facilities
Don’t miss this opportunity to learn from and network with the outage community.
Join us on January 27– 28 in New Orleans. Register today by calling 1-877-927-7936
or book online at www.CanadianInstitute.com/Outages.
Dick Brandt
Regional Outage Manager
American Electric Power
Anthony Catanese (retired)
Director, Generation Management
First Energy
Margaret Claiborne Campbell
Partner
Troutman Sanders LLP
Stephen Fulghum
Outage Manager
Tennessee Valley Authority
Jim Galloway
Outage Management Specialist
O I C Outage Management Services
Jonathan Golding
Outage Management Specialist
O I C Outage Management Services
Christine Harris
Director Generation Projects
Dominion Resources Services Inc.
Peter G. Hessler
President
Construction Business
Associates, LLC
Chad Jones
Manager Outage Support
FirstEnergy
Merrill Jones
Senior Director, Business Development
Day & Zimmerman
Julie Leavitt
Director, Administrative Services
Hunter Plant
PacifiCorp Energy
Greg McAuley
VP Technical Services
Calpine
Randy Lane Mullinax
Maintenance & Reliability
Manager-Fleet Strategy
Southern Company
Elliot Nerthercutt
Senior Technical Advisor
North American Electric Reliability
Corporation (NERC)
Jeff Poloni
Manager Engineering/Environmental
PacifiCorp Energy
Robert Shepard
President
The Energy Group
Dirk Wilkins
Coordinator, Safety and Training
Westar Energy
The Managing Power Plant Outages conference in New Orleans will bring together
power plant outage professionals including those in maintenance, operations, planning
and outage management to share ideas, discuss current challenges and examine
solutions to improve outage performance and overhaul. This event is designed for:
Plant Managers
Outage Managers
Operations
Scheduling Managers
Engineering
Planning Managers
Project Managers
Safety Managers
Procurement
Fleet Managers
Inspectors
Outage Contractors
Consultants
Vendors
Associations
SPEAKER FACULTY
JOIN US in
New Orleans, LA!
8:30 AM – 10:30 AM (Registration Opens at 8:00 AM)
	 Lessons Learned from the Outage —
Best Practices and Proven Strategies to
Capture and Share the Key Findings
Jim Galloway
Outage Management Specialist
O I C Outage Management Services
Anthony Catanese (retired)
Director, Generation Management
First Energy
As outage performance requirements become
increasingly more demanding, there is less room for
mistakes, rework, and inefficiencies. This workshop will
share tools, tips and proven best practice techniques
and strategies to capture outage lessons learned.
The workshop discussion will focus on the entire lessons
learned process from the planning phase through the
post-outage phase. When done properly, post-outage
lessons learned meetings are certainly valuable, but
only one piece of an effective, standardized process.
This workshop takes a broader view and explains the
potential benefits from implementing a structured lessons
learned process. The facilitators will encourage attendees
to actively participate by providing questions and making
suggestions on methods that they have found to be
successful.
•	 Identifying and defining the lessons learned,
determining what can be done differently for next time
•	 How to conduct effective post outage meetings as
part of an overall strategy of adopting a structured
lessons learned process
•	 Organizing lessons learned ensuring your critical
equipment is being managed effectively
•	 Avoiding recurring problems by more effectively
managing scope, budget and schedule, while
considering safety and quality expectations
•	 Ensuring that appropriate input is gathered and
documented from all stakeholders
•	 Reporting lessons learned output and sharing with
other stakeholders, even at other facilities within
your company
	 10:45 AM – 2:15 PM (Registration Opens at 10:30 AM)
	 Scope and Schedule Management
Rob Shepard
President
The Energy Group
•	 What can be done to manage scope effectively?
•	 How to develop a schedule that can be used to
manage scope and schedule
•	 The how’s, what’s, and why’s of communication
•	 Contingency planning and risk mitigation plans
•	 Managing scope growth
A
B
Pre-Conference Workshops // Tuesday, January 26, 2016
Rob Shepard PE has over 25 years of power generation
industry experience in the engineering, construction,
asset management, operation and maintenance of
gas, oil, renewable and coal fired power plants. He has
managed and consulted owners on many major power
plant outages and projects in North America and around
the world. As the owner and president of The Energy
Group, he provides leadership and consulting in asset
management related services. Rob is the former chair of
the Mississippi Section of ASME and continues to be a
member of the executive board.
***Lunch Break 12:30 PM – 1:00 PM***
	 2:30 PM – 4:30 PM (Registration Opens at 2:15 PM)
	 The Larger Team — Building High Performance
Outage Teams
Jonathan Golding
Outage Management Specialist
O I C Outage Management Services
Chad Jones
Manager Outage Support
First Energy
“On-Line, On-Time, Under Budget, and Safe”. That’s
a declaration that any outage team would be proud to
stand by. Yet we know that managing successful power
plant outages continues to become increasingly complex
and challenging. From the days of the plant, contractors,
and corporate support operating as separate entities,
most energy producers now recognize that it is much
more effective to engage in a multi-disciplinary, inclusive
and aligned endeavor. A ONE TEAM approach ensures
that key stakeholders know what they need to know and
when they need to know it. It is about building a true
partnership between the plant, the contractors, and the
“behind the scenes” support including Supply Chain, IT,
Warehouse, and Accounting. It’s about making informed
decisions, with input and commitment from all parties,
with the best interest of the overall outage results in
mind. More than ever, it’s about Proper Planning, Joint
Accountability, Workforce Safety, and Managing Scope.
All these, coupled with the glue that holds it all together
— Effective Communications — create the recipe for what
it takes to Build and Sustain a High Performance Outage
Team. Great teamwork is an easy thing to say, but rarely
an easy outcome to achieve.
Join Chad Jones and Jonathan Golding to gain some
powerful tips, techniques, and reminders for what it takes
to develop and sustain a High Performance Outage Team!
•	 Focusing on the expectations and relationships
between plant, corporate and contractors
•	 Creating a sense of ownership and accountability
•	 Defining the information flow required for effective
correspondence and informed decision-making
•	 Having team members play at the top of their game!
C
Register at 1-877-927-7936 or www.CanadianInstitute.com/Outages @CI_Energy #CIOutages
Conference Day One
Wednesday, January 27, 2016
8:00	 Registration Opens and Refreshments are Served
9:00	 Welcoming Remarks from CI Energy Group
9:05	 Opening Remarks from the Conference Chair
9:15	 Keynote Address:The Future of Power
Reliability and the Changing Resource Mix
Elliot Nerthercutt
Senior Technical Advisor
North American Electric Reliability Corporation
(NERC)
9:45	 Preparation and Planning Techniques to
Ensure Pre-Outage Readiness
Chad Jones
Manager Outage Support
FirstEnergy
Jim Galloway
Outage Management Specialist
O I C Outage Management Services
•	 Ensuring standardized processes including on-track
meetings, kick-off meetings and web-based document
sharing are in place prior to the outage
•	 Evaluating methodologies to validate plan readiness
•	 What are the key metrics to ensure preparation
is on schedule?
•	 How do you gain support and buy-in from your outage
team for evaluation feedback?
•	 What are your remedial options once deficiencies
have been identified?
10:30	 Networking Refreshment Break
10:45	 Using Effective Outage Planning for Winning
Project Execution
Peter G. Hessler
President
Construction Business Associates, LLC
Randy Lane Mullinax
Maintenance & Reliability Manager-Fleet Strategy
Southern Company
•	 Examining the key criteria to consider for long range
planning
•	 How do you handle contingencies and discoveries?
•	 Determining how this supports project milestones?
What are the critical time frames?
•	 How do you integrate this with your operations and
maintenance procedures?
11:45	 Passing on the Experience Torch: Strategies
to Accommodate Future Labor Resource
Needs for the Power Plant Sector
Dick Brandt
Regional Outage Manager
American Electric Power
•	 Recognizing how the aging workforce is impacting
the future knowledge base; how is this effecting
replacement worker skill development?
•	 How to manage knowledge transfer from the older
to younger generation
•	 Meeting the challenges in the quality, recruitment
and training of skilled labor
•	 How are associations and the industry responding
to ensure continued access to skilled labor?
•	 Using in-house training and development to mitigate
the skills shortage
12:30	 Networking Luncheon for Delegates
and Speakers
1:45	 Building Effective Contractor Relations for
Improved Project Execution
Anthony Catanese (retired)
Director, Generation Management
First Energy
Jim Galloway
Outage Management Specialist
O I C Outage Management Services
•	 Successful implementation of alliance contracting —
how does it work?
•	 Details of effective alliance agreement or shared risk
relationship with contractor; how can efficiencies be
gained? Where are there cost savings without having
to retrain contractors?
•	 How do you ensure and maintain quality from your
outside contractors for extended term contracts?
How do you decide the right partner?
•	 Aligning contractors and sharing risk to save costs
•	 What economies and efficiencies can be gained?
•	 Assessing when the long term contract alliance model
is appropriate for your corporate outage strategy;
when should you use it? Contract models pros and
cons — fixed bid, target cost bidding
•	 Defining and measuring performance; ways to close
the performance gap between internal workers and
external crews
•	 Developing a contractor safety program; new models
to ensure that contractor safety is well managed
Register at 1-877-927-7936 or www.CanadianInstitute.com/Outages @CI_Energy #CIOutages
I liked the wealth of knowledge of presenters,
the variety of perspectives and specific topics
— topics were useful & informative to me
Maintenance Superintendent, Brazos Electric“
2:45	 Locking in Scope: Controlling Emerging Work
with Critical Path Management Strategies
Stephen Fulghum
Outage Manager
Tennessee Valley Authority
•	 Prioritizing found work into your project scope;
how do you decide what to include in your outage
at the planning stage?
•	 Ensuring scope is accounted for during the pre-outage
stage; taking advantage of opportunities to perform
pre-outage inspections
•	 Can found work be delayed? What roles can probability
forecasting play?
•	 At what point do you lock in scope? How do you plan
for both cost and schedule contingencies?
•	 How do you deal with issues found outside critical
paths? How do you manage pre-outage and/or outage
scope changes?
3:30	 Networking Refreshment Break
3:45	 Using Project Metrics to Add Value and
Improve Your Outage Process
•	 Team alignment (people, process and tools) from the
bottom up to the top down
•	 Key ranking and performance indicators for measuring
your scheduled outage; what metrics matter?
•	 How do you apply metrics and rankings to make more
effective outage planning and execution decisions?
•	 What role do industry benchmarks play?
•	 Understand that metrics and scorecards are only half
the equation; how do you communicate and integrate
the results for positive change?
•	 Identifying problems through gap analysis and making
changes based on this analysis
4:30	 Effective Management Strategies to Promote
a Healthy and Safe Work Environment
Dirk Wilkins
Coordinator, Safety and Training
Westar Energy
•	 Examining ways to initiate behavioral change and a
culture of safety; best practices for employee buy-in
to achieve a safe work environment
•	 Methodologies to identify key safety risk factors and
events; how do you mitigate them?
•	 Understanding the importance of training and
communication for in-house and contract workers
•	 Addressing the challenge of varying levels of safety
knowledge and training; what steps can be taken to
ensure safety competency is first-rate for all workers?
•	 Latest tools and techniques for monitoring safety
incidents; how do you monitor performance and
benchmark for success? When to use Human
Performance Indicators (HPI’s)
•	 Managing the safety of increased numbers of workers
on site and ensuring accountability
•	 Ensuring you have the required staff, safety
professionals and resources for onsite safety
•	 Identifying the increasing safety risks at aging facilities
5:15	 Closing Remarks from the Conference Chair
and Day 1 Adjourns
Conference Day Two
Thursday, January 28, 2016
8:30	 Refreshments are Served
9:00	 Opening Remarks from the Conference Chair
9:15	 Fleet Standardization — Coordinating and
Standardizing the Overhaul Process across
the Fleet
Jeff Poloni
Manager Engineering/Environmental
PacifiCorp Energy
This session will discuss how fleet wide scheduling of
outages can be aligned with the company’s strategic
directives
•	 Managing the challenges and risks of planning and
executing multiple unit outages across the fleet
•	 Identifying projects and ensuring labor and resources
are available; determining whether to use a centralized
or local team
•	 How do you identify priority outages and manage
the best use of resources across your fleet?
•	 Defining the outage scope of work; assessing
opportunities for economies of scale and fleet
wide efficiencies
•	 Prioritizing work and assigning tasks to the right group
•	 Standardization pros and cons for management
•	 Best ways to share information across the company
for consistency and to ensure excellence in execution
across the fleet
Register at 1-877-927-7936 or www.CanadianInstitute.com/Outages @CI_Energy #CIOutages
10:00	 Overcoming the Challenges in Outage
Budgeting and Cost Compliance
Julie Leavitt
Director of Administrative Services Hunter Plant
PacifiCorp Energy
•	 Cost containment strategies; ensuring costs are
tracked throughout the fleets
•	 Managing costs through accurate budget forecasting
tools
•	 Material management strategies
•	 Change notice procedure used to control emergent
work
10:30	 Networking Refreshment Break
10:45	 Tracking Oversight and Quality Control of
Contractors and Vendors Work to Minimize
Outage Downtime, Rework and Forced Outages
Robert Shepard
President
The Energy Group
•	 Understand that most ‘failure’ incidents occur right
after an outage
•	 Explore the advantages of having on-site oversight
and tracking of vendors and contractors — what are
the costs?
•	 How do you establish and set clear expectations
of your contractors and vendors? Are quality
requirements specified in contracts?
•	 Operational metrics and scorecards to track vendors
and suppliers — measuring quality, schedule, cost,
productivity, managing scope
11:30	 Latest Status of EPA Rules and Regulations
and the Impacts on Fossil Generating Plants
Margaret Claiborne Campbell
Partner
Troutman Sanders LLP
•	 Update on the latest EPA regulations including MATS,
CCR, 316b, and the Clean Power Plan
•	 How are coal and natural gas operators managing
compliance with regulations?
•	 How are the EPA regulations impacting outage
operations?
•	 The link between maintenance practices, fossil outages,
and EPA enforcement
•	 What progress has the industry made to date?
How have technological developments impacted
the ability to meet these requirements?
12:15	 Networking Luncheon for Delegates
and Speakers
1:15	 Reducing Risk in Your Plant Outage:
How Discovery Can Reduce Unexpected
Incidents and Control Project Scope
Merrill Jones
Senior Director, Business Development
Day & Zimmerman
•	 When is the ideal time to complete discovery and
inspections? What are your targets? Are your target
dates shown as schedule milestones? Are these
considered KPI’s? (Key Performance Indicators)
•	 How do you minimize disruptions and down time in
the discovery process?
•	 How can you incorporate the discovery and inspection
process into your regular operations and maintenance
(work management) schedule?
2:00	 Exploring Methods and Options for Converting,
Decommissioning and Retiring Power Plant
Facilities
Christine Harris
Director Generation Projects
Dominion Resources Services Inc.
•	 Examining the EPA regulations for coal facilities and
how this is impacting power generation
•	 What are the environmental issues when dealing with
power plant decommissioning and mothballing?
•	 Exploring the options available for decommissioning
and mothballing facilities; what are the advantages
and disadvantages of each process?
•	 How do you ensure the integrity of your mothballed
facility pending restart?
•	 What are the technical hurdles in decommissioning?
•	 Examining the obstacles of converting a coal plant
to gas
•	 Identifying pitfalls and lessons learned
2:45	 Networking Refreshment Break
3:00	 Best Practices to Reduce and Minimize the
Effects of Unscheduled Outages on Power
Plant Operations
•	 Examining ways at the planning stage to reduce the
severity of an unscheduled outage
•	 Understand the leading causes of forced outages
and how to minimize them
•	 What role can an effective operations and preventive
maintenance plan play to minimize unscheduled
downtime?
•	 Examine the impact on schedules and budget;
how can we ensure forecasts and costs of unplanned
outages can be accounted for in advance?
Register at 1-877-927-7936 or www.CanadianInstitute.com/Outages @CI_Energy #CIOutages
“
Good conference — I have some new tools to add
to my outage management toolbox
Plant Engineer, NAES – Dogwood Energy Facility
I liked networking with industry peers and hearing
their methodologies for outage management
whether successful or unsuccessful
Plant Engineer, NAES – Dogwood Energy Facility“
”
•	 The latest advances in material, equipment and
technology to minimize risk and reduce unplanned
downtime
•	 Is the industry headed towards standardized response
plans for unscheduled outages? (e.g. — standard
shutdown and start-up plans and schedules, staging
of tools and equipment)
3:30	 Interactive Session — The Future of Outages
— Trends, Challenges and Opportunities
Ask questions and find solutions from your peers and
experts in this open mic session.
•	 How have our priorities changed over the past
12 months?
•	 What current challenges can we expect for the next
12 months?
•	 Sharing new initiatives that have worked to solve
on-going challenges and improved outages
4:00	 Closing Remarks from the Conference Chair
and Conference Concludes
PANELDISCUSSION
©The Canadian Institute, 2015
YES! Register the following delegate for Managing Power Plant Outages
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individuals employed by the same organization, who register at
the same time. For more information on group rates, please call
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You must notify us by email at least 48 hrs in advance of the conference
if you wish to send a substitute participant. If you are unable to find a
substitute, please notify us in writing no later than 10 days prior to the
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amount paid, redeemable against any other CI conference in the next
12 months. Delegates may not “share” a pass between multiple attendees
without prior authorization. If you prefer, you may request a refund of fees
paid less $350 cancellation charge. No credits or refunds will be given
for cancellations received within 10 days of the conference start date.
No liability is assumed by CI for changes in program date, content,
speakers or venue. CI reserves the right to cancel any conference it deems
necessary and will, in such event, make a full refund of any registration fee,
but will not be responsible for airfare, hotel or other costs incurred
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CI reserves the right to review eligibility for the Solution Provider/Vendor rate. This rate cannot be combined with any other offer or group discount. Vendor pricing applies to
any organization that supplies products and/or services to the power sector. We charge vendors a higher premium to attend the conference due to the premium value that
our conference provides with respect to business development opportunities associated with the event.
Sponsorship  Exhibition Opportunities
Maximize your organization’s visibility in front of key decision-
makers in your target market. For more information, contact Director
of Business Development Daniel Gellman toll-free 1-877-927-0718
ext. 7389 or by email at d.gellman@CanadianInstitute.com
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updates and offers, join our email list at
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I liked the quality of companies  speakers and
the opportunity to network with them
President,The Energy Group
ATTENTION MAILROOM: If undeliverable to addressee, please forward to:
Outage Manager, Maintenance Manager
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920M16.INH
January 27– 28, 2016 | Omni Royal Orleans | New Orleans, Louisiana
From the developers of the Shutdowns Turnarounds Superconference
CI Energy Group’s
OUTAGES
Managing Power Plant
CI Energy Group’s
From the developers of the Shutdowns Turnarounds Superconference
January 27– 28, 2016 | Omni Royal Orleans | New Orleans, Louisiana
Managing Power Plant Outages
TOP REASONS TO ATTEND
LEARN
to maximize outage efficiencies and
contain costs
MEET and INTERACT
with key players in the outage industry
GET
critical information that will lead to a
significantly improved outage
DISCOVER
how others in the industry are
overcoming their challenges
UNDERSTAND
the impact of EPA rules and
regulations and how to respond
Hear from and network with
industry experts including:
American Electric Power
Calpine
Dominion Generation
PacifiCorp Energy,First Energy
Southern Company
Tennessee Valley Authority
Westar Energy
and many more.

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N.O. Power Conference

  • 1. REGISTER NOW • 1-877-927-7936 • www.CanadianInstitute.com/Outages @CI_Energy #CIOutages January 27– 28, 2016 | Omni Royal Orleans | New Orleans, Louisiana Overcome Shared Challenges and Get Results-Focused Strategies for Outage Excellence  Get improved preparation and planning techniques that will ensure pre-outage readiness  Build effective contractor relations for improved project execution  Control emerging work and lock in scope with critical path management strategies  Use project metrics to add value and make better planning and execution decisions  Manage the challenges and risks of executing multiple outages across the fleet  Learn how to accommodate skilled labor resource needs and successfully pass on the experience torch  Find out how to use discovery and inspections to reduce risk in your outage Plus! – Special keynote address from NERC on ‘The Future of Power Reliability and the Changing Resource Mix’ Enhance your learning and build your skills by attending the pre-conference workshops: Lessons Learned from the Outage — Best Practices and Proven Strategies to Capture and Share the Key Findings Scope and Schedule Management The Larger Team — Building High Performance Outage Teams A // B // C // Hear from and network with industry experts including: American Electric Power Calpine Dominion Generation PacifiCorp Energy First Energy Southern Company Tennessee Valley Authority Westar Energy and many more. From the developers of the Shutdowns Turnarounds Superconference CI Energy Group’s OUTAGES Managing Power Plant
  • 2. Register at 1-877-927-7936 or www.CanadianInstitute.com/Outages @CI_Energy #CIOutages Proven Strategies to Control Costs and Manage Timelines in Today’s Complex Work Environment Maximize your outage success and learn to overcome the on-going challenges you face in your facilities with aging fleets, new regulations and changing resources. Attend CI Energy Group’s Managing Power Plant Outages conference and learn first-hand from the successes and challenges of others in the industry. Get critical information and new techniques to ensure you avoid cost overruns and meet deadlines without compromising safety. Be in the same room with companies including: American Electric Power, Calpine, Dominion Generation, PacifiCorp Energy, First Energy, Southern Company,Tennessee Valley Authority, Westar Energy, and many more. Entirely focused on the power industry, this event is your opportunity to interact with peers, experts and consultants who will provide you with the right tools to plan and execute a successful outage. Attend with others from your team and walk away with new ideas and a plan of action to take back to your facility. Our In-depth sessions will deliver the practical information you need:  Overcome the challenges in outage budgeting and cost compliance  Effective pre-outage planning techniques for winning project execution  The latest status of EPA regulations and the impact on fossil generating plants  Proven methods to promote a healthy and safe work environment  Options for converting, decommissioning and retiring power plant facilities Don’t miss this opportunity to learn from and network with the outage community. Join us on January 27– 28 in New Orleans. Register today by calling 1-877-927-7936 or book online at www.CanadianInstitute.com/Outages. Dick Brandt Regional Outage Manager American Electric Power Anthony Catanese (retired) Director, Generation Management First Energy Margaret Claiborne Campbell Partner Troutman Sanders LLP Stephen Fulghum Outage Manager Tennessee Valley Authority Jim Galloway Outage Management Specialist O I C Outage Management Services Jonathan Golding Outage Management Specialist O I C Outage Management Services Christine Harris Director Generation Projects Dominion Resources Services Inc. Peter G. Hessler President Construction Business Associates, LLC Chad Jones Manager Outage Support FirstEnergy Merrill Jones Senior Director, Business Development Day & Zimmerman Julie Leavitt Director, Administrative Services Hunter Plant PacifiCorp Energy Greg McAuley VP Technical Services Calpine Randy Lane Mullinax Maintenance & Reliability Manager-Fleet Strategy Southern Company Elliot Nerthercutt Senior Technical Advisor North American Electric Reliability Corporation (NERC) Jeff Poloni Manager Engineering/Environmental PacifiCorp Energy Robert Shepard President The Energy Group Dirk Wilkins Coordinator, Safety and Training Westar Energy The Managing Power Plant Outages conference in New Orleans will bring together power plant outage professionals including those in maintenance, operations, planning and outage management to share ideas, discuss current challenges and examine solutions to improve outage performance and overhaul. This event is designed for: Plant Managers Outage Managers Operations Scheduling Managers Engineering Planning Managers Project Managers Safety Managers Procurement Fleet Managers Inspectors Outage Contractors Consultants Vendors Associations SPEAKER FACULTY JOIN US in New Orleans, LA!
  • 3. 8:30 AM – 10:30 AM (Registration Opens at 8:00 AM) Lessons Learned from the Outage — Best Practices and Proven Strategies to Capture and Share the Key Findings Jim Galloway Outage Management Specialist O I C Outage Management Services Anthony Catanese (retired) Director, Generation Management First Energy As outage performance requirements become increasingly more demanding, there is less room for mistakes, rework, and inefficiencies. This workshop will share tools, tips and proven best practice techniques and strategies to capture outage lessons learned. The workshop discussion will focus on the entire lessons learned process from the planning phase through the post-outage phase. When done properly, post-outage lessons learned meetings are certainly valuable, but only one piece of an effective, standardized process. This workshop takes a broader view and explains the potential benefits from implementing a structured lessons learned process. The facilitators will encourage attendees to actively participate by providing questions and making suggestions on methods that they have found to be successful. • Identifying and defining the lessons learned, determining what can be done differently for next time • How to conduct effective post outage meetings as part of an overall strategy of adopting a structured lessons learned process • Organizing lessons learned ensuring your critical equipment is being managed effectively • Avoiding recurring problems by more effectively managing scope, budget and schedule, while considering safety and quality expectations • Ensuring that appropriate input is gathered and documented from all stakeholders • Reporting lessons learned output and sharing with other stakeholders, even at other facilities within your company 10:45 AM – 2:15 PM (Registration Opens at 10:30 AM) Scope and Schedule Management Rob Shepard President The Energy Group • What can be done to manage scope effectively? • How to develop a schedule that can be used to manage scope and schedule • The how’s, what’s, and why’s of communication • Contingency planning and risk mitigation plans • Managing scope growth A B Pre-Conference Workshops // Tuesday, January 26, 2016 Rob Shepard PE has over 25 years of power generation industry experience in the engineering, construction, asset management, operation and maintenance of gas, oil, renewable and coal fired power plants. He has managed and consulted owners on many major power plant outages and projects in North America and around the world. As the owner and president of The Energy Group, he provides leadership and consulting in asset management related services. Rob is the former chair of the Mississippi Section of ASME and continues to be a member of the executive board. ***Lunch Break 12:30 PM – 1:00 PM*** 2:30 PM – 4:30 PM (Registration Opens at 2:15 PM) The Larger Team — Building High Performance Outage Teams Jonathan Golding Outage Management Specialist O I C Outage Management Services Chad Jones Manager Outage Support First Energy “On-Line, On-Time, Under Budget, and Safe”. That’s a declaration that any outage team would be proud to stand by. Yet we know that managing successful power plant outages continues to become increasingly complex and challenging. From the days of the plant, contractors, and corporate support operating as separate entities, most energy producers now recognize that it is much more effective to engage in a multi-disciplinary, inclusive and aligned endeavor. A ONE TEAM approach ensures that key stakeholders know what they need to know and when they need to know it. It is about building a true partnership between the plant, the contractors, and the “behind the scenes” support including Supply Chain, IT, Warehouse, and Accounting. It’s about making informed decisions, with input and commitment from all parties, with the best interest of the overall outage results in mind. More than ever, it’s about Proper Planning, Joint Accountability, Workforce Safety, and Managing Scope. All these, coupled with the glue that holds it all together — Effective Communications — create the recipe for what it takes to Build and Sustain a High Performance Outage Team. Great teamwork is an easy thing to say, but rarely an easy outcome to achieve. Join Chad Jones and Jonathan Golding to gain some powerful tips, techniques, and reminders for what it takes to develop and sustain a High Performance Outage Team! • Focusing on the expectations and relationships between plant, corporate and contractors • Creating a sense of ownership and accountability • Defining the information flow required for effective correspondence and informed decision-making • Having team members play at the top of their game! C Register at 1-877-927-7936 or www.CanadianInstitute.com/Outages @CI_Energy #CIOutages
  • 4. Conference Day One Wednesday, January 27, 2016 8:00 Registration Opens and Refreshments are Served 9:00 Welcoming Remarks from CI Energy Group 9:05 Opening Remarks from the Conference Chair 9:15 Keynote Address:The Future of Power Reliability and the Changing Resource Mix Elliot Nerthercutt Senior Technical Advisor North American Electric Reliability Corporation (NERC) 9:45 Preparation and Planning Techniques to Ensure Pre-Outage Readiness Chad Jones Manager Outage Support FirstEnergy Jim Galloway Outage Management Specialist O I C Outage Management Services • Ensuring standardized processes including on-track meetings, kick-off meetings and web-based document sharing are in place prior to the outage • Evaluating methodologies to validate plan readiness • What are the key metrics to ensure preparation is on schedule? • How do you gain support and buy-in from your outage team for evaluation feedback? • What are your remedial options once deficiencies have been identified? 10:30 Networking Refreshment Break 10:45 Using Effective Outage Planning for Winning Project Execution Peter G. Hessler President Construction Business Associates, LLC Randy Lane Mullinax Maintenance & Reliability Manager-Fleet Strategy Southern Company • Examining the key criteria to consider for long range planning • How do you handle contingencies and discoveries? • Determining how this supports project milestones? What are the critical time frames? • How do you integrate this with your operations and maintenance procedures? 11:45 Passing on the Experience Torch: Strategies to Accommodate Future Labor Resource Needs for the Power Plant Sector Dick Brandt Regional Outage Manager American Electric Power • Recognizing how the aging workforce is impacting the future knowledge base; how is this effecting replacement worker skill development? • How to manage knowledge transfer from the older to younger generation • Meeting the challenges in the quality, recruitment and training of skilled labor • How are associations and the industry responding to ensure continued access to skilled labor? • Using in-house training and development to mitigate the skills shortage 12:30 Networking Luncheon for Delegates and Speakers 1:45 Building Effective Contractor Relations for Improved Project Execution Anthony Catanese (retired) Director, Generation Management First Energy Jim Galloway Outage Management Specialist O I C Outage Management Services • Successful implementation of alliance contracting — how does it work? • Details of effective alliance agreement or shared risk relationship with contractor; how can efficiencies be gained? Where are there cost savings without having to retrain contractors? • How do you ensure and maintain quality from your outside contractors for extended term contracts? How do you decide the right partner? • Aligning contractors and sharing risk to save costs • What economies and efficiencies can be gained? • Assessing when the long term contract alliance model is appropriate for your corporate outage strategy; when should you use it? Contract models pros and cons — fixed bid, target cost bidding • Defining and measuring performance; ways to close the performance gap between internal workers and external crews • Developing a contractor safety program; new models to ensure that contractor safety is well managed Register at 1-877-927-7936 or www.CanadianInstitute.com/Outages @CI_Energy #CIOutages
  • 5. I liked the wealth of knowledge of presenters, the variety of perspectives and specific topics — topics were useful & informative to me Maintenance Superintendent, Brazos Electric“ 2:45 Locking in Scope: Controlling Emerging Work with Critical Path Management Strategies Stephen Fulghum Outage Manager Tennessee Valley Authority • Prioritizing found work into your project scope; how do you decide what to include in your outage at the planning stage? • Ensuring scope is accounted for during the pre-outage stage; taking advantage of opportunities to perform pre-outage inspections • Can found work be delayed? What roles can probability forecasting play? • At what point do you lock in scope? How do you plan for both cost and schedule contingencies? • How do you deal with issues found outside critical paths? How do you manage pre-outage and/or outage scope changes? 3:30 Networking Refreshment Break 3:45 Using Project Metrics to Add Value and Improve Your Outage Process • Team alignment (people, process and tools) from the bottom up to the top down • Key ranking and performance indicators for measuring your scheduled outage; what metrics matter? • How do you apply metrics and rankings to make more effective outage planning and execution decisions? • What role do industry benchmarks play? • Understand that metrics and scorecards are only half the equation; how do you communicate and integrate the results for positive change? • Identifying problems through gap analysis and making changes based on this analysis 4:30 Effective Management Strategies to Promote a Healthy and Safe Work Environment Dirk Wilkins Coordinator, Safety and Training Westar Energy • Examining ways to initiate behavioral change and a culture of safety; best practices for employee buy-in to achieve a safe work environment • Methodologies to identify key safety risk factors and events; how do you mitigate them? • Understanding the importance of training and communication for in-house and contract workers • Addressing the challenge of varying levels of safety knowledge and training; what steps can be taken to ensure safety competency is first-rate for all workers? • Latest tools and techniques for monitoring safety incidents; how do you monitor performance and benchmark for success? When to use Human Performance Indicators (HPI’s) • Managing the safety of increased numbers of workers on site and ensuring accountability • Ensuring you have the required staff, safety professionals and resources for onsite safety • Identifying the increasing safety risks at aging facilities 5:15 Closing Remarks from the Conference Chair and Day 1 Adjourns Conference Day Two Thursday, January 28, 2016 8:30 Refreshments are Served 9:00 Opening Remarks from the Conference Chair 9:15 Fleet Standardization — Coordinating and Standardizing the Overhaul Process across the Fleet Jeff Poloni Manager Engineering/Environmental PacifiCorp Energy This session will discuss how fleet wide scheduling of outages can be aligned with the company’s strategic directives • Managing the challenges and risks of planning and executing multiple unit outages across the fleet • Identifying projects and ensuring labor and resources are available; determining whether to use a centralized or local team • How do you identify priority outages and manage the best use of resources across your fleet? • Defining the outage scope of work; assessing opportunities for economies of scale and fleet wide efficiencies • Prioritizing work and assigning tasks to the right group • Standardization pros and cons for management • Best ways to share information across the company for consistency and to ensure excellence in execution across the fleet Register at 1-877-927-7936 or www.CanadianInstitute.com/Outages @CI_Energy #CIOutages
  • 6. 10:00 Overcoming the Challenges in Outage Budgeting and Cost Compliance Julie Leavitt Director of Administrative Services Hunter Plant PacifiCorp Energy • Cost containment strategies; ensuring costs are tracked throughout the fleets • Managing costs through accurate budget forecasting tools • Material management strategies • Change notice procedure used to control emergent work 10:30 Networking Refreshment Break 10:45 Tracking Oversight and Quality Control of Contractors and Vendors Work to Minimize Outage Downtime, Rework and Forced Outages Robert Shepard President The Energy Group • Understand that most ‘failure’ incidents occur right after an outage • Explore the advantages of having on-site oversight and tracking of vendors and contractors — what are the costs? • How do you establish and set clear expectations of your contractors and vendors? Are quality requirements specified in contracts? • Operational metrics and scorecards to track vendors and suppliers — measuring quality, schedule, cost, productivity, managing scope 11:30 Latest Status of EPA Rules and Regulations and the Impacts on Fossil Generating Plants Margaret Claiborne Campbell Partner Troutman Sanders LLP • Update on the latest EPA regulations including MATS, CCR, 316b, and the Clean Power Plan • How are coal and natural gas operators managing compliance with regulations? • How are the EPA regulations impacting outage operations? • The link between maintenance practices, fossil outages, and EPA enforcement • What progress has the industry made to date? How have technological developments impacted the ability to meet these requirements? 12:15 Networking Luncheon for Delegates and Speakers 1:15 Reducing Risk in Your Plant Outage: How Discovery Can Reduce Unexpected Incidents and Control Project Scope Merrill Jones Senior Director, Business Development Day & Zimmerman • When is the ideal time to complete discovery and inspections? What are your targets? Are your target dates shown as schedule milestones? Are these considered KPI’s? (Key Performance Indicators) • How do you minimize disruptions and down time in the discovery process? • How can you incorporate the discovery and inspection process into your regular operations and maintenance (work management) schedule? 2:00 Exploring Methods and Options for Converting, Decommissioning and Retiring Power Plant Facilities Christine Harris Director Generation Projects Dominion Resources Services Inc. • Examining the EPA regulations for coal facilities and how this is impacting power generation • What are the environmental issues when dealing with power plant decommissioning and mothballing? • Exploring the options available for decommissioning and mothballing facilities; what are the advantages and disadvantages of each process? • How do you ensure the integrity of your mothballed facility pending restart? • What are the technical hurdles in decommissioning? • Examining the obstacles of converting a coal plant to gas • Identifying pitfalls and lessons learned 2:45 Networking Refreshment Break 3:00 Best Practices to Reduce and Minimize the Effects of Unscheduled Outages on Power Plant Operations • Examining ways at the planning stage to reduce the severity of an unscheduled outage • Understand the leading causes of forced outages and how to minimize them • What role can an effective operations and preventive maintenance plan play to minimize unscheduled downtime? • Examine the impact on schedules and budget; how can we ensure forecasts and costs of unplanned outages can be accounted for in advance? Register at 1-877-927-7936 or www.CanadianInstitute.com/Outages @CI_Energy #CIOutages “ Good conference — I have some new tools to add to my outage management toolbox Plant Engineer, NAES – Dogwood Energy Facility
  • 7. I liked networking with industry peers and hearing their methodologies for outage management whether successful or unsuccessful Plant Engineer, NAES – Dogwood Energy Facility“ ” • The latest advances in material, equipment and technology to minimize risk and reduce unplanned downtime • Is the industry headed towards standardized response plans for unscheduled outages? (e.g. — standard shutdown and start-up plans and schedules, staging of tools and equipment) 3:30 Interactive Session — The Future of Outages — Trends, Challenges and Opportunities Ask questions and find solutions from your peers and experts in this open mic session. • How have our priorities changed over the past 12 months? • What current challenges can we expect for the next 12 months? • Sharing new initiatives that have worked to solve on-going challenges and improved outages 4:00 Closing Remarks from the Conference Chair and Conference Concludes PANELDISCUSSION ©The Canadian Institute, 2015 YES! Register the following delegate for Managing Power Plant Outages CONTACT DETAILS PAYMENT DETAILS 1 2 3 NAME POSITION ORGANIZATION ADDRESS CITY STATE ZIP CODE TELEPHONE FAX EMAIL TYPE OF BUSINESS NO. OF EMPLOYEES APPROVING MANAGER POSITION Please charge my o VISA o MasterCard o AMEX o DISCOVER CARD NUMBER EXP. DATE CARDHOLDER o I have enclosed my cheque for $_______________ _including applicable taxes made payable to The Canadian Institute (GST No. 84221 1153 RT0001) FEE PER DELEGATE SAVE $200 Register & Pay by December 23, 2015 Register & Pay after December 23, 2015 o Conference Only (on site) $2195 USD $2395 USD o Conference + 1 Workshop o A or o B or o C $2590 USD $2790 USD o Conference + 2 Workshops o A or o B or o C $2985 USD $3185 USD o ELITEPASS*: Conference + All 3 Workshops $3380 USD $3580 USD SOLUTION PROVIDER/VENDOR† o Conference Only (on site) $2595 USD o Conference + 1 Workshop o A or o B or o C $2990 USD o Conference + 2 Workshops o A or o B or o C $3385 USD o ELITEPASS*: Conference + All 3 Workshops $3780 USD All program participants will receive an online link to access the program materials as part of their registration fee o Please add a copy of the *Program Proceedings oBINDER or oCD-ROM to my order for $295 + $22.95 (S+H) + applicable taxes *Program Proceedings are published and shipped 4 weeks from the program o I cannot attend but would like information on purchasing a copy of the Program Proceedings *ELITEPASS is recommended for maximum learning and networking value. ADMINISTRATIVE DETAILS VENUE: Omni Royal Orleans ADDRESS: 621 St. Louis Street, New Orleans, LA TEL.: 1 504-529-5333 Hotel Reservations For information on hotel room availability and reservations, please contact 1 504-529-5333 and ask for the best available rate. Transportation The hotel has an exclusive shuttle service to make your arrival and departure as seamless as possible. Please book airport shuttle transport at http://bit.ly/1Fhls69. Service is $20 one way. Registration Fee The fee includes the program, all program materials, coffee breaks and lunches. Payment Policy Payment must be received in full by the program date to ensure admittance. All discounts will be applied to the Program Only fee (excluding add-ons), cannot be combined with any other offer, and must be paid in full at time of order. Group discounts available to 3 or more individuals employed by the same organization, who register at the same time. For more information on group rates, please call 1-877-927-7936. Delegate Substitutions and Cancellations You must notify us by email at least 48 hrs in advance of the conference if you wish to send a substitute participant. If you are unable to find a substitute, please notify us in writing no later than 10 days prior to the conference date and a credit voucher will be issued to you for the full amount paid, redeemable against any other CI conference in the next 12 months. Delegates may not “share” a pass between multiple attendees without prior authorization. If you prefer, you may request a refund of fees paid less $350 cancellation charge. No credits or refunds will be given for cancellations received within 10 days of the conference start date. No liability is assumed by CI for changes in program date, content, speakers or venue. CI reserves the right to cancel any conference it deems necessary and will, in such event, make a full refund of any registration fee, but will not be responsible for airfare, hotel or other costs incurred by registrants. Call 1-877-927-7936 for Group or Special Industry Pricing Options CALL, EMAIL, VISIT OUR WEBSITE, OR REGISTER BY MAILING/FAXING FORM BELOW: PROGRAM CODE: 920M16-NOR o Wire Transfer ($USD) Please quote the name of the attendee(s) and the program code 920M16 as a reference. Beneficiary: The Canadian Institute Bank Name: HSBC / Account #: 362-055319-070 Address: 150 Bloor St, Suite M100, Toronto, ON Swift Code: HKBCCATT / Transit #: 10362 / Bank #: 016 † CI reserves the right to review eligibility for the Solution Provider/Vendor rate. This rate cannot be combined with any other offer or group discount. Vendor pricing applies to any organization that supplies products and/or services to the power sector. We charge vendors a higher premium to attend the conference due to the premium value that our conference provides with respect to business development opportunities associated with the event. Sponsorship Exhibition Opportunities Maximize your organization’s visibility in front of key decision- makers in your target market. For more information, contact Director of Business Development Daniel Gellman toll-free 1-877-927-0718 ext. 7389 or by email at d.gellman@CanadianInstitute.com To receive exclusive discounts, program updates and offers, join our email list at www.canadianinstitute.com/emaillist I liked the quality of companies speakers and the opportunity to network with them President,The Energy Group
  • 8. ATTENTION MAILROOM: If undeliverable to addressee, please forward to: Outage Manager, Maintenance Manager 5 Easy Ways to Register PHONE: 1-877-927-7936 EMAIL: CustomerService@ CanadianInstitute.com ONLINE: www.CanadianInstitute.com/Outages FAX: 1-877-927-1563 MAIL: The Canadian Institute 1329 Bay Street Toronto, Ontario M5R 2C4 To expedite your registration, please mention your Registration Code 920M16.INH January 27– 28, 2016 | Omni Royal Orleans | New Orleans, Louisiana From the developers of the Shutdowns Turnarounds Superconference CI Energy Group’s OUTAGES Managing Power Plant CI Energy Group’s From the developers of the Shutdowns Turnarounds Superconference January 27– 28, 2016 | Omni Royal Orleans | New Orleans, Louisiana Managing Power Plant Outages TOP REASONS TO ATTEND LEARN to maximize outage efficiencies and contain costs MEET and INTERACT with key players in the outage industry GET critical information that will lead to a significantly improved outage DISCOVER how others in the industry are overcoming their challenges UNDERSTAND the impact of EPA rules and regulations and how to respond Hear from and network with industry experts including: American Electric Power Calpine Dominion Generation PacifiCorp Energy,First Energy Southern Company Tennessee Valley Authority Westar Energy and many more.