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February 28 – March 3, 2013 Hilton St. Louis at the Ballpark St. Louis, Missouri, USA 2013 Leadership Training Conference Spring Training – To Elevate ASME’s Game for World Class Service
February 28 – March 3, 2013
Hilton St. Louis at the Ballpark
St. Louis, Missouri, USA
2013 LeadershipTraining ConferenceSpring Training – To Elevate ASME’s Game
for World Class Service
Greetings from the LTC Co-Chairs
On behalf of the Leadership Training Conference (LTC) Planning Committee and Trainers, welcome to St. Louis, Missouri,USA, for the eighth annual LTC. A special thank you goes to the St. Louis Section of ASME for their help and assistanceas our host.
You are the people responsible for helping lead ASME’s effort to provide world class service to its members andhumankind! This training event provides a unique opportunity for you to meet with your peers as well as ASME SocietyOfficers and Staff to learn new ways to motivate participation by your unit’s members. The experience is intended toenable ASME leaders to elevate their “game” to be more successful in the Society and workplace. The LTC Volunteer-Staff team of trainers is responsible for teaching, listening, encouraging the exchange of ideas and challenging yourentrepreneurial capabilities. Along the way, you will have opportunities to share your experiences, think creatively, beproactive in a team environment, and discover what will bring out the best in you to serve ASME.
Treasure the opportunities and rewards of ASME leadership and enjoy the weekend’s journey.
Jen Jewers Bowlin Jack WhiteheadHenderson Engineers, Inc. Bechtel Corp.Addison, Texas Schenectady, New York
Spring Training – To Elevate ASME’s Game for World Class Service
We are all players in the game of life. We choose to volunteer in ASME, even when it competes with otherresponsibilities – we are engineers wanting more out of our profession. ASME gives us opportunity to have specialimpact on the “game.”
ASME knows that you come to this “big league” Leadership Training Conference (LTC) having accomplished much inengineering, and expecting to improve your leadership skills and network with peers. Perhaps you did not think that youwould leave with a new vision of ASME’s impact on the world and how you can be involved. In the LTC, you will learn asindividuals, but witness the power of teams. Teams tend to become game winners when they set their sights high andare confident that they can do great things. ASME provides that “team” opportunity for all who believe in and getothers enthused about programs for its members.
You are the leadership Class of 2013. This “Spring Training” conference will provide views of ASME’s organization,strategic objectives, and the greater vision of our Society. This will enable you to see where you “fit” in with the biggerpicture of ASME’s worldwide endeavors. You will also gain operational skills and learn how to use key ASME resourcesand tools effectively to achieve success. ASME’s expectation is that, as part of your experience, you will offer and discussnew ideas, see the potential for new partnerships, and figure out how you can “step up” your game in your unit – all insupport of ASME’s “game” strategy for the future.
We can each solve technical problems, but collectively and with focus, we can elevate ASME’s game for world classservice to our fellow engineers worldwide and humankind. During LTC, you should begin to shape your vision of howyou and your unit can serve ASME’s greater mission. For your experience to be of value to you and the membership,you need to bring your “A” game home to inspire your unit to make a difference.
General Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Getting the Most Out of Your LTC Experience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Ten Dos & Don’ts for ASME Volunteers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3, 17
LTC 2013 Norms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Select Track Description/Goals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Select Track Program Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 – 6
Select Track Session Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 – 9
Premier Track Description/Goals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Premier Track Program Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 – 14
Premier Track Session Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 – 17
Idea Mart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Acknowledgements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
LTC Early Career Delegates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
ECLIPSE Interns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
ASME Volunteer Organization Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
ASME Staff Organization Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
ASME Foundation Thank You . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 – 39
Hotel Floor Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Marsh Thank You . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . back cover
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TABLE OF CONTENTS
Follow ASME conference news on Twitter:@ASMEConferences
Let people know about your LTC experience! Use and follow the hashtag#LTC13.
NAME BADGESOne of the primary benefits of attending the LTC isnetworking – your badge lets others know who you are,where you come from, and your ASME unit. Please wear yourname badge throughout the conference; you’ll also need itfor admission to the conference meals.
LTC SESSIONSTake notes. While all the presentations from the LTC will beavailable electronically, much information will be sharedduring discussions and working activities. Use the NotesPages at the back of your LTC Program to keep track of ideasor concepts from each session that will help you dosomething differently when you go back to your ASME Unitand/or to take back and put into practice at work.
Seating for the concurrent sessions is first-come, first-served.Rooms are generally spacious. In the unlikely event that aroom fills to seating capacity and it isn’t possible to stand in away that does not disrupt the presentation or detract fromattendees’ ability to hear or see, please select another sessionto attend. Please sit near a door if you’re not sure you’regoing to stay at a session for the entire time; that way you canexit without causing a disruption. Please place your cellphone on silent, or turn it off, during sessions.
Please leave soon after a session ends if there will be asession beginning shortly afterward; turn-around timesbetween sessions are very brief. The hotel has public spacesavailable, and the LTC has several hours of networking andpersonal time for continuing conversations.
MEALSYour LTC registration includes the following meals:• Breakfast on Friday and Saturday• Lunch on Friday and Saturday• Dinner on Saturday evening• Morning and afternoon breaks on Friday and Saturday
You can purchase tickets for guests at the registration desk –Friday evening networking event ($40 per ticket; cash baravailable), Saturday evening dinner ($50 per ticket; cash baravailable). A list of restaurant options in the St. Louis area forFriday dinner and things to do is available at the St. LouisSection Hospitality Desk as well as with the concierge. Pleasenote transportation is at your own expense. Many thanks tothe St. Louis Section members for providing this hospitality!
MEET YOUR LTC COLLEAGUESYour colleagues at this conference are a fabulous resource.We have created a number of ways for you to makeconnections with others – to reflect on what you’ve heard, getideas about which sessions to attend, continue a discussion,or network.
• LTC Mentoring Program Meet-and-Greet – An opportunityfor Mentors and Mentees to get to know one another in arelaxed setting. Thursday evening, 6:00-7:30 pm
• Networking Event – Join us Friday evening at thenetworking reception, following the group photo, for anopportunity to build connections, continue conversations,and meet others from your District, Division and AffinityCommunities.
• Friday and Saturday Community Breakfasts – we’ll havesigns up on tables during breakfast, so that you can easilyfind others from your District, Division, Affinity and ECLIPSEIntern Communities.
• Idea Mart – This expo-like session provides you anopportunity to meet with key ASME staff members andvolunteers, and find out more about the wealth of resourcesavailable to you and your unit. Those represented are listedin this program.
• Class of 2013 – a structured opportunity for members of thesame community to work together on collaborative efforts,sharing of best practices, etc.
MESSAGESIf you are a guest at the Hilton St. Louis at the Ballpark,telephone messages and faxes will be directed to your guestroom. Otherwise, they will be posted on themessage/announcement board near the registration desk.Don’t forget to check! Hotel telephone: 314-421-1776; Fax: 314-331-9029.
BUSINESS CENTER/SHIP HOME SERVICESThe business center of the Hilton St. Louis at the Ballpark,located on the lobby level near the front desk, is open 24/7.There is self-service printing and computers available.Charges may apply.
INTERNET ACCESSComplimentary internet access is available in guest rooms,registration area, and all public spaces of the hotel. Internetaccess is NOT available in the meeting rooms.
REUSE AND RECYCLING OF MATERIALThe hotel has recycling bins throughout the hotel; several willbe on hand in the conference area. Please recycle yourpaper, glass, and plastic. We will also recycle your badges,so please make sure to return yours to the bin when exitingthe dinner on Saturday night.
FEEDBACKYour feedback counts! Your thoughts about the LTC and itssessions are extremely important to us. Please take a coupleof minutes at the end of each session to complete theevaluations, and take part in an online survey which we willsend to you immediately following the conference. Feel freeto share your ideas with one of the LTC Planning Committeemembers, who will have blue ribbons on their badges.
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GENERAL INFORMATION
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GETTING THE MOST OUTOF YOUR LTC EXPERIENCETOP TEN Suggestions from Past Delegates
1. The more you put into it, the more you’ll get out of it.
2. Talk to people. Everyone is here for similar reasons.
3. Introduce yourself to at least three people you don’tknow.
4. Seek to understand how different areas of ASME have different ‘cultures’ and ways of thinking.
5. Decide on a single goal drawn from your experience atthe LTC and take action as soon as you get home tomake it happen!
6. Take good notes to share with everyone when you gethome.
7. Choose the sessions you attend carefully; if your unit has more than one delegate, attend different sessionsfor better coverage.
8. Participate with enthusiasm.
9. Be prepared for a lot of information that is coming yourway and read the advance material provided to you.
10. Come with an open mind and meet as many people as possible.
Ten Dos & Don’ts for ASME Volunteers
1. Don’t sign any contracts or agreements on behalf of ASME.
2. Do follow the Guidelines for the Preparation and Execution of Contracts.
3. Do act primarily in the interest of ASME.
4. Do honor your fiduciary duties—they are essential.
5. Don’t use ASME letterhead without approval from a Society officer.
6. Do identify your own assertion as a personal viewpoint.
7. Do keep the president apprised of all statementsmade on behalf of the Society.
8. Don’t place advertising on a Web site where theASME logo is being used.
9. Do submit your expense reports in a timely manner.
10. Do honor ASME’s Mission Statement:
ASME’s mission is to serve diverse global communities by advancing, disseminating andapplying engineering knowledge for improving the quality of life; and communicating the excitement of engineering.
LTC 2013 NORMS• Be comfortable
• Start and Stop on time
• Respect Yourself and Others
• Disagree with Ideas while Respecting People
• Stay on Topic – Use the ‘Parking Lot’
• Cell phones on Silent or Vibrate or turned off
• Enjoy the learning experiences and HAVE FUN!
SELECT TRACK DESCRIPTION/GOALSSelect Track (pages 4–9)The Select Track is designed to meet the leadershipdevelopment needs of unit executive committee levelvolunteers and team leaders. This track will most benefit firsttime and aspiring ASME leaders and individuals wanting tolearn about tools, resources, and methods to improve theirunit's operation. Upon completion of this program,participants will be better prepared to support and lead effortsthat enhance their unit’s success.
Select Track GoalsAs a result of attending this track, attendees will:• Obtain the organizational knowledge they need to be
successful in ASME• Gain confidence in their leadership style to help their unit
be successful• Learn how to build and lead effective teams• Learn how to develop and implement a business plan• Develop an understanding of process and its role in
meeting unit goals• Develop an enthusiasm that facilitates proactive use of
learned skills
THURSDAY/FEBRUARY 28
Time Session Location
Noon - 8:00 PMLTC Registration
Grand Foyer
FRIDAY/MARCH 1
Time Session Location
7:00 AM - 5:30 PMLTC Registration
Grand Foyer
7:00 - 7:50 AMBreakfast & Networking
Archview Ballroom
8:00 - 9:00 AMOpening ASME and YouJen Jewers Bowlin, LTC Co-chairMarian Heller, Senior Program Manager, Global Communities
Thomas G. Loughlin, ASME Executive DirectorMarc Goldsmith, ASME PresidentKaren Ohland, Sr. VP, Knowledge & Community
Salon C
9:15 - 10:15 AMPrinciples of Unit Leadership Scott Carlson, Chair, Puget Sound Section
Salon D
10:15 - 10:30 AMBreak
Grand Foyer
10:30 - 11:45 AM Tools and Fundamentals ICommunicationsTwish Mehta, K&C Information & CommunicationsTraining PrimeVP-Elect, Leadership & Recognition
Gateway II
ASME ResourcesJohn Blanton, ASME Fellow, Past Chair, Greenville Section
Gateway I
Ethics of VolunteerismThomas L. Bever, Past Chair,St. Louis Section
Gateway III
Diversity and Global EtiquetteMary Lynn Realff, Member, Diversity and InclusionStrategy Committee
Michael Michaud, Managing Director, Global Alliances
Gateway IV
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SELECT TRACK PROGRAM SCHEDULE
Thank you.The LTC Executive Committee would like to thank the St. Louis host section for their hospitality
and generous help with on-site logistics.
FRIDAY/MARCH 1 (continued)
Time Session Location
11:45 AM - 12:45 PMLunch & Poster Viewing
Archview Ballroom
1:00 - 2:15 PM Tools and Fundamentals I (repeat of earlier sessions)
CommunicationsTwish Mehta, K&C Information & CommunicationsTraining PrimeVP-Elect, Leadership & Recognition
Gateway II
ASME ResourcesJohn Blanton, ASME Fellow, Past Chair, Greenville Section
Gateway I
Ethics of VolunteerismThomas L. Bever, Past Chair,St. Louis Section
Gateway III
Diversity and Global EtiquetteMary Lynn Realff, Member, Diversity and InclusionStrategy Committee
Michael Michaud, Managing Director, Global Alliances
Gateway IV
2:15 - 2:30 PMBreak
Grand Foyer
Time Session Location
2:30 - 4:00 PM Tools and Fundamentals IIVolunteer Recruitment and ParticipationAlma Martinez Fallon, Past Member, ASME Board ofGovernors; Member, Committee on Finance &Investment
Gateway I
Working with Students and Early Career EngineersMandy Cowgill, Member, K&C Programs & Activities Board; Alternate, Society Nominating Committee
Gateway II
Team Building Philip L. Carpentier, Past ASME Vice President,Programs & Activities
Gateway III
International Training Workshop (invitation only)
Gateway IV
4:15 - 5:45 PM Tools and Fundamentals II (repeat of earlier sessions)
Volunteer Recruitment and ParticipationAlma Martinez Fallon, Past Member, ASME Board ofGovernors; Member, Committee on Finance &Investment
Gateway I
Working with Students and Early Career EngineersMandy Cowgill, Member, K&C Programs & Activities Board; Alternate, Society Nominating Committee
Gateway II
Team Building Philip L. Carpentier, Past ASME Vice President,Programs & Activities
Gateway III
5:45 - 6:00 PM Group Photo (for all delegates)
Archview Foyer
6:00 - 7:15 PMNetworking Event
Archview Ballroom
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SELECT TRACK PROGRAM SCHEDULE
SATURDAY/MARCH 2 Time Session Location
7:00 AM - 5:30 PMLTC Registration
Grand Foyer
7:00 - 7:50 AMBreakfast & Networking
Archview Ballroom
8:00 - 10:00 AM Tools and Fundamentals IIIEvent Programming (Sections/Affinity Groups)Vicki Blocker Risinger, Past Chair, Nominating Committee/Marketingand New Ventures Chair, Affinity CommunitiesOperating Board
Gateway I
Conference Planning (Divisions/Institutes)Erin Dolan, Program Manager,Technical Units
Jim Coaker, Past Member, ASME Board of Governors
Gateway II
Finance (Sections/Affinity Groups)Len Anderson, District B Operating BoardElio Manes, Director, Communities & ServicesMandy Cowgill, Member, K&C Programs & Activities Board; Alternate, Society Nominating Committee
Gateway III
Finance (Divisions/Institutes)Rick Cowan, Member, Technical CommunitiesOperating Board
Gateway IV
Business Plan MethodsPhil Carpentier, Past ASME Vice President, Programs and Activities
Elio Manes, Director, Communities & ServicesSalon G
10:00 - 10:15 AM
BreakGrand Foyer
10:15 - 11:00 AM
ASME.org Phase 2 Plenary SessionPeter Hess, Director, MarketingJeremy Warach, Web Application Development Manager
Salon C
Time Session Location
11:00 - 11:45 AMIdea Mart
Ballpark Conference Center
11:45 AM - 12:45 PMLunch and Poster Viewing
Archview Ballroom
1:00 - 2:30 PM Unit LeadershipSections/Affinity GroupsMarc A. Meadows, Past Chair, West Texas Section
Gateway II
Divisions/InstitutesBill Bees, Past Chair, Pressure Vessels and Piping Division; Past Technical Group Leader
Artin Dermenijan, Past Leader, Pressure Technology Group
Gateway I
2:30 - 2:45 PM
BreakGrand Foyer
2:45 - 4:15 PMApplications and Scenarios
Gateway I - IV
Salon F, G
4:30 - 5:30 PMClass of 2013 – Making A Difference
Salon D, E and F
5:45 - 6:15 PMLTC Wrap-UpMadiha Kotb, ASME President-elect Karen Ohland, Sr. VP, K&C
Salon C
6:30 - 8:30 PMEvening of the Communities
Archview Ballroom
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SELECT TRACK PROGRAM SCHEDULE
Principles of Unit LeadershipTo help lead your units as effectively as possible, the basicsof unit leadership will be covered, including a brief history ofASME and our roles as ASME unit leaders; how to recruitvolunteers in a world filled with competing demands; runningeffective meetings; and sowing the seeds for the long termhealth of your unit with succession planning.
Tools & Fundamentals I
Communications Effective communications is an important element ofsuccessful unit leadership. This session will show you how toeffectively communicate with your unit’s members and yourvolunteer team – both virtually and in person! Learn toanswer the key questions you need to ask yourself toeffectively get your message across and get the feedbackyou need to improve. You will get the chance to be a part ofa mock meeting, where you will interact with fellowvolunteers to help you identify which questions you need toanswer to better your communication style. At the end ofthe session, you will get a first hand introduction to the newtools available in ASME.org that will make it easy for you toconnect with your audience. Learning to effectivelycommunicate will help you work with your team, accomplishyour unit’s goals, and gain important feedback to make yourunit’s programs even better!
ASME Resources This session will provide the participants with an overview ofASME’s e-tools and resources that are available for use inunit operations and communications. These tools include theUnit Leadership Resource Center, the Volunteer Resourcespage, on-line directories, on-line rosters, e-mail messagingtools, the Section newsletter templates, and more. Thesession will be interactive, and include live demonstrations ofhow and where to find the resources you need!
Tools & Fundamentals I
Ethics of VolunteerismWhat do you know about the “ethical traps” that pastASME leaders have fallen into? Wouldn’t this be valuableinformation as you become the leader of an ASME unit? Inthis session, you will learn not only to identify such “traps”but also how to prevent falling into them, as well as how tocarry out your volunteer responsibilities in accordance withaccepted standards of ethical conduct. You will applyASME’s Society Policies on ethics, conflicts of interest,discriminatory harassment, and use of ASME’s intellectualproperty to situations requiring ethical decision making.
Diversity and Global EtiquetteAfter this engaging and interactive workshop, you will bemore prepared to work globally. You will walk away with anunderstanding of key professional competencies andcustoms in different countries, and have guidelines foradapting your skills and norms to an interculturalenvironment. You will identify your cultural biases, increaseyour awareness of global etiquette and learn to apply thisknowledge to your professional life—at work, and in ASME.One of ASME’s Core values is to, “embrace diversity andrespect the dignity and culture of all people.” Participantswill discuss the catalysts behind globalization, the benefits ofdiversity, and the need for cross-cultural awareness in today’sworkforce.
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SELECT TRACK SESSION DESCRIPTIONS
Thank you.To all of the ASME Volunteers and
Staff who reviewed the presentations for content, accuracy,
and suggestions for improvement.
Follow ASME conference news on Twitter:@ASMEConferences
Let people know about your LTC experience! Use and follow the hashtag#LTC13.
Tools & Fundamentals II
Volunteer Recruitment and ParticipationIs recruitment and motivation of volunteers your #1 issue ofconcern? This interactive working session will help youunderstand why volunteers get involved and stay involved,and what you can do with that information to increasemember involvement in your unit. After discussing results ofresearch on what motivates volunteers, you will work ingroups to develop ideas for recruitment and retention andcreate action plans for implementing them. Detailed stepsand methodologies on how to invite new volunteers and howto maintain your successful volunteer structure will bediscussed. You will leave this session with an action plan anda method on how to put it in place.
Working with Students and Early CareerEngineersWould you like to get more students and early careerengineers involved in your unit? This session is meant toinform you on methods for interacting with students andearly career engineers and the benefit of such interactionsfor the students, early career engineers, your section, andyou. This interactive session will go through the basics ofwho these ASME members are and help you explore notonly your opportunities for getting involved in their activities,but also your opportunities to encourage their involvementin your section’s activities.
Team BuildingTeam building is considered an essential skill for leaders andmanagers within organizations. During this session,participants will learn and practice the techniques forbuilding effective teams and engage in some simple buteffective team building activities. Advanced team buildingconcepts for building highly effective teams and managingperformance will be included
International Training Workshop (invitation only)
Tools & Fundamentals III
Event Programming (Sections/Affinity Groups)This highly interactive session will review motivations fordeveloping event programs and discuss the key elements ofthe event planning and programming cycle. You will gain anunderstanding in program strategic planning and be able toestablish a baseline for effective programming to contributeto the overall health of your unit. There will be a groupexercise to demonstrate the fundamentals of programplanning from various perspectives, including students andearly careers and geographical barriers. The session willconclude with an open discussion of new and relevantprogram ideas to bring to your unit for future considerations.There will be ample opportunity for interaction and sharingof ideas.
Conference Planning (Divisions/Institutes)Conferences and events are often the window to the Societyfor many ASME members and colleagues. Organizers aregiven the authority to help plan and implement the goals ofASME’s Technical Divisions, Sections and Districts. In thissession you will find insightful help and guidance innavigating the ASME Event Planning and Approval Tool(EPAT). As Unit Leaders you have a great responsibility inoverseeing the numerous activities and programs associatedwith your institutes and divisions. Offering guidance andadvice to your conference organizers is key to protecting,maintaining and adhering to ASME’s policies and overallmission.
Finance (Sections/Affinity Groups)This session gives an overview of ASME Section and AffinityGroup financial operations for:• Active unit members• New executive committee members• Section / Affinity Group Treasurers
The presentation will cover: ASME policies on unit financialoperations; practical aspects of the operation of unitaccounts, including a brief introduction to ConsolidatedBanking; relationship between unit operations and the MeritBased Funding Program.
FY ’13 updates to the Section & Affinity Group Merit BasedFunding Programs, including a discussion of practicalexamples, will be presented. There will be a case study on asuccessful Section fund raising activity that others can easilyreplicate. Participants should come prepared to discuss andshare suggestions on self-funding.
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SELECT TRACK SESSION DESCRIPTIONS
Follow ASME conference news on Twitter:@ASMEConferences
Let people know about your LTC experience! Use and follow the hashtag#LTC13.
Tools & Fundamentals III
Finance (Divisions/Institutes)This session gives an overview of ASME Section and AffinityGroup financial operations for: • Active Unit members• New executive committee members• Section / Affinity Group Treasurers
Topics include: ASME policies on unit financial operations; services costs to Divisions and Institutes; unit sources ofincome; income generating activities; uses for unit funds; unacceptable uses of funds; the fundamentals of custodial fundoperations; acceptable operation of other accounts (checking,savings, petty cash); ASME financial statements; and financialresources for unit leaders. This session will include a groupactivity.
Business Plan MethodsThis session is designed to help Section, Technical Divisionand Affinity Group leaders set and successfully reach theirgoals and objectives. Discussion will focus on how thebusiness plan serves as a tool for a unit’s operation, how toserve the members, and the means to be successful. Topicswill include development of programs and activities thatappeal to members; assessment of resources needed;identification of funds and other resources; and settingtargets and measures for success. The Business Plan is apowerful tool that is highly recommended for all ASMEmember units to prepare for the next programming year.
Plenary Session
ASME.org Phase Two ASME.org staff will provide you with a comprehensiveoverview of the new and exciting community features,launching as part of ASME.org’s Phase 2 redesign, and howthey can benefit your work as a leader within the ASMEcommunity. Learn about strategies, tips, and techniques thatwill help you make your group or committee more active,engaged, and vibrant; recruit more volunteers; and conductprivate Society business more effectively and efficiently.
Unit Leadership
Sections/Affinity GroupsIt is important that leaders understand the purpose, needs,expectations, and responsibilities associated with theSection/Affinity Group Executive Committee activities. Thesession will address the principles for successfully developinga vision, setting priorities, and developing a strategy, planand metrics to accomplish your Section/Affinity Group goals.This will enable members to see the value of participation forthe development of effective plans that get results alignedwith the overall purpose of the Society. This session beginswith the organization and position of the Sections/AffinityGroups within ASME and their role in meeting the Society’smission. The session continues with a focus onunderstanding the needs and values of your membershipand customers. The role and methods of the ExecutiveCommittee in running the section is the focus of the balanceof the session. You should exit this session with the answersto: “What does a Section/Affinity Group do?”; “How doesASME use Sections/Affinity Groups to meet its mission?”;and “Is my Section/Affinity Group effective?” Allpresent/future Executive Committee members shouldattend.
Divisions/InstitutesThe session provides an overview of the fundamentals andaddresses the process for successfully developing a vision,priorities, and a strategy, to implement and achieve yourDivision’s/Institute’s goals. It focuses on understanding theneeds and values of your membership, stakeholders, andcustomers. The session begins with the organization andposition of the Technical Divisions/Institutes within the ASMEand their role in meeting the Society’s mission. It isimportant that leaders understand the purpose, needs,expectations, and responsibilities associated with theTechnical Communities or Institutes Operating Board andDivision Executive Committee activities.
Applications and ScenariosDelegates will participate in a group exercise based on actualand current challenges. There will be three exercise topics tochoose from. Each is intended for delegates to applyleadership and operational skills to develop a solution to thechallenge. The groups will document the results and preparea briefing for their units.
Class of 2013 - Making A Difference
Leaders will be asked in concurrent sessions to channelenergy and information gained from sessions and other LTCevents into action plans, including how and when they willbrief their units on the information learned at LTC. Theseplans will be documented and provided to sector leadershipfor use in future planning.
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SELECT TRACK SESSION DESCRIPTIONS
PREMIER TRACK DESCRIPTION/GOALSPremier Track (pages 12–17)The Premier Track is designed to meet the leadershipdevelopment needs of current committee Chairs or Vice Chairs. Delegates will gain people and planning skills aspart of being prepared for service as leaders of an ASMEunit. The graduation exercise will be a facilitated simulationintended to drive home the many lessons they have learned.
Premier Track GoalsAs a result of attending this track, attendees will be able to:• Set strategic vision and organize work to achieve goals• Seek to build more effective networks• Make the decisions that will drive their unit forward• Build and keep consensus among their team members• Plan for the future of their unit• Create future success by making themselves and their team
members accountable to each other
THURSDAY/FEBRUARY 28
Time Session Location
Noon - 8:00 PMLTC Registration
Grand Foyer
FRIDAY/MARCH 1
Time Session Location
7:00 AM - 5:30 PMLTC Registration
Grand Foyer
7:00 - 7:50 AMBreakfast & Networking
Archview Ballroom
8:00 - 9:00 AMOpening ASME and YouJen Jewers Bowlin, LTC Co-chairMarian Heller, Senior Program Manager, Global Communities
Thomas G. Loughlin, ASME Executive DirectorMarc Goldsmith, ASME PresidentKaren Ohland, Sr. VP, Knowledge & Community
Salon C
9:15 - 10:15 AM Frame of MindUnit Planning and Self-AssessmentAlfonso Ortega, Chair, ASME Technical Communities Committee Division Operations and Training
Elliott Short, District E LeaderSalon E
Inspiring and Motivating OthersGary Hickman, Past Chair, Columbia Basin Section
Salon F
Best Practices ThinkingScott Burr, Programs & Activities, Local Programs Committee Chair
Salon G
10:15 - 10:30 AMBreak
Archview Ballroom
10:30 - 11:30 AM Frame of Mind (repeat of earlier sessions)Unit Planning and Self-AssessmentAlfonso Ortega, Chair, ASME Technical Communities Committee Division Operations and Training
Elliott Short, District E LeaderSalon E
Inspiring and Motivating OthersGary Hickman, Past Chair, Columbia Basin Section
Salon F
Best Practice ThinkingScott Burr, Programs & Activities, Local Programs Committee Chair
Salon G12
PREMIER TRACK PROGRAM SCHEDULE
Thank you.The LTC Executive Committee would like to thank the St. Louis host section for their hospitality
and generous help with on-site logistics.
13
PREMIER TRACK PROGRAM SCHEDULE
Time Session Location
11:45 - 12:45 PMLunch & Poster Viewing
Archview Ballroom
1:00 - 2:15 PM Influencing PeopleSelling Your Ideas in the Absence of AuthorityElaine Seat, President, CircleSpring LLC
Salon D
Advanced CommunicationsTim Ganger, Chair, K&C Information & Communications Committee
Kyle Leigh Avery, Engineering Research & TechnologyDevelopment Communications Coordinator
Salon F
Reaching AgreementJim Coaker, Past Member, ASME Board of Governors
Salon G
Leading LeadersRichard C. Marboe, ASME Vice President,Programs & Activities
Salon A
Mentoring Students and Early Career EngineersEamon Boyle, Training Committee Chair, Programs & Activities; Chair, Baltimore Section
Salon B
2:15 - 2:30 PMBreak
Archview Ballroom
2:30 - 3:45 PM Influencing People (repeat of earlier sessions)
Selling Your Ideas in the Absence of AuthorityElaine Seat, President, CircleSpring LLC
Salon D
Advanced CommunicationsTim Ganger, Chair, K&C Information & Communications Committee
Kyle Leigh Avery, Engineering Research & TechnologyDevelopment Communications Coordinator
Salon F
Reaching AgreementJim Coaker, Past Member, ASME Board of Governors
Salon G
FRIDAY/MARCH 1 (continued)
Time Session Location
Leading LeadersRichard C. Marboe, ASME Vice President,Programs & Activities
Salon A
Mentoring Students and Early Career EngineersEamon Boyle, Training Committee Chair, Programs & Activities; Chair, Baltimore Section
Salon B
4:00 - 5:45 PM Value of PlanningDevelopment and Application of a Strategic PlanWilliam T. Cousins, Past Chair, VOLT Academy
Salon E
Succession PlanningHank Cook, Nominating Committee Chair
Salon F
Becoming a More Effective MarketerMichael Kreisberg, ASME Director of Membership Development
Salon B
Resource ManagementScott Carlson, Chair, Puget Sound Section
Salon A
5:45 - 6:00 PM Group Photo (for all delegates)
Archview Foyer
6:00 - 7:15 PMNetworking Event
Archview Ballroom
SATURDAY/MARCH 2
Time Session Location
7:00 AM - 5:30 PM
LTC RegistrationSalon B
7:00 - 7:50 AMBreakfast & Networking
Archview Ballroom
8:00 - 10:00 AM Value of Planning (repeat of earlier sessions)Development and Application of a Strategic PlanWilliam T. Cousins, Past Chair, VOLT Academy
Salon E
Succession PlanningHank Cook, Nominating Committee Chair
Salon F
Becoming a More Effective MarketerMichael Kreisberg, Director, Membership Development
Salon B
Resource ManagementScott Carlson, Chair, Puget Sound Section
Salon A
10:15 - 11:00 AM
ASME.org Phase 2 Plenary SessionPeter Hess, Director, MarketingJeremy Warach, Web Application Development Manager
Salon C
11:00 - 11:45 AMIdea Mart
Ballpark Conference Center
11:45 - 12:45 PMLunch and Poster Viewing
Archview Ballroom
1:00 - 2:30 PM Leading an OrganizationThe Change GameElaine Seat, President, CircleSpring LLC
Salon D
SATURDAY/MARCH 2 (continued)
Time Session Location
2:30 - 2:45 PM
BreakGrand Foyer
2:45 - 4:15 PM Leading an Organization The Change Game (continued)Elaine Seat, President, CircleSpring LLC
Salon D
4:30 - 5:30 PMClass of 2013 – Making A Difference
Salon D, E and F
5:45 - 6:15 PMLTC Wrap-Up
Salon C
6:30 - 8:30 PMEvening of the Communities
Archview Ballroom
14
PREMIER TRACK PROGRAM SCHEDULE
15
PREMIER TRACK SESSION DESCRIPTIONS
Frame of Mind
Unit Planning and Self-Assessment This session will challenge the vision of your unit in servingmember needs by exploring processes for planning your unit’sproducts and activities at the beginning of a yearly cycle andassessing the effectiveness of those products and activities atthe end of the cycle. It explores the value of questioningexisting unit activities and seeking and implementing continuousimprovement. The operation of any successful unit begins witha vision embodied in a strategic plan. In this session you willexamine case studies of the elements of successful planning thataddresses the most critical unit activities including governance,operation, and member services. A process is presented foridentification of member interests, empowering memberinvolvement, operating efficiencies, and use of self assessmentto evaluate success. It examines the power of simplicity, buy-in,champions, team and perspective. The process includes use ofmember demographics, inter-unit connections, and ASMEresources. Examples of the benefits of using planning and self-assessment are provided.
Inspiring and Motivating OthersHave you ever wondered what the most important traits of agreat leader are? One is the ability to inspire and motivateothers. We will explore techniques of inspiring andmotivating employees and volunteers – working through thecommonalities and differences of techniques geared towardthese two different groups.
Best Practices ThinkingWhy do Best Practices sometimes fail to deliver the best results?Are Best Practices “fads” or do they really work? These questionsand more will be answered in this session on a new and uniqueBest Practices Thinking Process which utilizes inventive problemsolving to adapt best practices to your specific situation. You willlearn how psychological inertia stops great ideas from becomingideal solutions and how goals, organizational culture andavailable resources set the agenda for adapting best practices.We will reveal the critical mindsets and behaviors of greatproblem solvers and pass-on practical innovation skills that youwill need to achieve greater success. This is a must attendsession if you are looking to create a strong competitiveadvantage for yourself, for your company and for ASME.
Influencing People
Selling Your Ideas in the Absence of AuthorityAs an ASME leader, one of your most important skills is howto use influence to get real and positive things accomplishedthrough others when you have no authoritative power. In thissession you will learn the proven approaches and tactics todo this. You will find that these approaches are counter tothe very nature of most engineers and their desire for logicand rational arguments. This session will cover influencetactics and their consequences; discuss how to constructeffective ways to influence; and guide you through anexercise to strategically use your power.
Advanced CommunicationsKnowing why you need to communicate is step one inimproving how you communicate. In this session you will getan in-depth look at how to use tools and methodologies toget better impact with your communications to yourvolunteers and groups. Understand when and when not touse social media and why. Find out how to create groups andform communities on the soon-to-be released phase ofASME.org. You will learn how to better communicate withboth unit leaders, volunteers, and your customers duringseveral exercises designed to deepen your understanding ofeffective communications.
Thank you.To all of the ASME Volunteers and
Staff who reviewed the presentations for content, accuracy,
and suggestions for improvement.
Follow ASME conference news on Twitter:@ASMEConferences
Let people know about your LTC experience! Use and follow the hashtag#LTC13.
Reaching AgreementReaching agreement can mean negotiating a deal, resolvinga difference of opinion, making sense of conflicting criteria ordiscovering a way forward when there is no good solution.Regardless of the context, there are proven strategies forcreating value instead of simply reaching an agreement.Although each of these seems to be different, they are all anegotiation. In this session, participants will explore ways tomotivate participants to strive for peak group performanceas well as personal development/growth; developappreciation of human dynamics in both business andvolunteer organization settings; and learn techniques to putdiverse skillsets together with the objective of achievingcommon group goals.
Leading LeadersAs a leader it is not enough to assume you will only lead footsoldiers. You will also need to lead generals - individuals whoare leaders in their workplace or other parts of ASME. In thissession we will learn the 13 basic needs of every ASMEvolunteer, about leader relationships that changed thecourse of history, and contrast motivational techniques usedin military units, religious groups, politics, and sports teams.We will discuss the seven on-going tasks that a leader mustpractice in order to successfully lead a group of otherleaders. Our goal is to explore how the skills of seniorvolunteers can be best applied to meet the mission of ASME.
Mentoring Students and Early Career EngineersAs an ASME leader and engineering professional, you willhave opportunities to engage in mentoring relationships (asa mentee and as a mentor) throughout your entire life.When serving as a mentor, your major role will be to assistyour mentee in acquiring the skills and competencies she/heneeds to succeed. Mentoring can be very challenging, butsharing your knowledge and experience with youngprofessionals can also be exhilarating and rewarding. Thissession will provide an overview of some proven methods toincrease your effectiveness when mentoring students andearly career engineers. The discussion will begin by definingmentoring and its benefits and then examine somementoring behaviors: creating the environment, sharingexpertise, facilitating learning, and receiving and givingfeedback. Done well, mentoring can be incredibly beneficialand fulfilling for the mentor and the mentee.
Value of Planning
Development and Application of a Strategic PlanWhere do you want to be? Where do your constituents wantto be? How do you develop the strategies and tactics thatwill take you there when considering your competition andcapabilities? This session will provide a method for thelogical development of answers to these questions and aprocess for strategy development and implementation thatcan be adjusted to units of all sizes. In addition, how othertools like Business Plans and the Balanced Scorecard ties intothe strategic planning process will be discussed. Exerciseswill be performed to make clear key concepts. The session isintended for those who participate in setting directions intheir units or on their job. Knowledge of your ASME unit, unitissues and concerns is helpful. You will leave this session witha professional strategic planning methodology that has beenused in many businesses and that you can implement in bothyour ASME work and in your professional career.
Succession PlanningHow can a Section, Technical Division, Affinity Group, or otherASME unit ensure its continued success? What are the keys tosuccessful leadership? In a volunteer organization, how do youmatch the interests and skills of the volunteers with the needsof the organization? This session on succession planning andleadership continuity will address these and other questions togive participants the understanding of why a succession plan isso important and how to develop one and manage it.
Becoming A More Effective MarketerThe world needs great engineers, but here at ASME we needa few great marketers too. In this session you will receive anoverview of the marketing mix and find insightful help formarketing challenges you may face as we discuss how toincrease the targeting and effectiveness of your ASMEmarketing campaigns. At the end of this presentation youwill gain an understanding of marketing from a theoreticaland practical viewpoint, get prepared to lead your units inplanning, creating and implementing marketing activities andshare your own “pain points” and marketing challenges.
Resource ManagementThis session will demonstrate effective use of resourcemanagement tools available for unit leaders. Topics coveredinclude Financial Reports and Unit Leadership ResourceCenter. Knowledge of how to access Financial ReportsManager will be provided and the necessary background touse this tool. A powerful and highly effective tool, VERT –Volunteer E-Request Tool, will be demonstrated which allowsefficient communication with ASME staff. Finally, one of themost powerful tools for volunteers will be demonstrated;Accessing the ASME membership roster for your unit. Alongwith accessing the roster data, some examples of how toperform a demographic study will be shown using Excelpivot tables. At the end of the presentation an open forumwill be available to share your experiences with other leadersand to address any resource related questions.
16
PREMIER TRACK SESSION DESCRIPTIONS
Plenary Session
ASME.org Phase Two ASME.org staff will provide you with a comprehensiveoverview of the new and exciting community features,launching as part of ASME.org’s Phase 2 redesign, and howthey can benefit your work as a leader within the ASMEcommunity. Learn about strategies, tips, and techniques thatwill help you make your group or committee more active,engaged, and vibrant; recruit more volunteers; and conductprivate Society business more effectively and efficiently.
Leading an Organization
The Change GameTime marches on as you make decisions. The CapstoneExercise of this leadership training conference is aninteractive simulation to reinforce how time andinterpersonal relationships impact change implementationacross an organization. As a participant you will be anemployee at a consulting firm charged with implementing anew performance review system in two years or less. Yourplanning, networking, and group skills will be challenged asyour team focuses on how to make the necessary contacts togain support for the project. At the conclusion of thesimulation a debrief will help you transfer this newfoundunderstanding to your role as an ASME leader.
Class of 2013 - Making A Difference
Leaders will be asked in concurrent sessions to channelenergy and information gained from sessions and other LTCevents into action plans, including how and when they willbrief their units on the information learned at LTC. Theseplans will be documented and provided to sector leadershipfor use in future planning.
17
PREMIER TRACK SESSION DESCRIPTIONS
Ten Dos & Don’ts for ASME Volunteers
1. Don’t sign any contracts or agreements on behalf of ASME.
2. Do follow the Guidelines for the Preparation and Execution of Contracts.
3. Do act primarily in the interest of ASME.
4. Do honor your fiduciary duties—they are essential.
5. Don’t use ASME letterhead without approval from a Society officer.
6. Do identify your own assertion as a personal viewpoint.
7. Do keep the president apprised of all statementsmade on behalf of the Society.
8. Don’t place advertising on a Web site where theASME logo is being used.
9. Do submit your expense reports in a timely manner.
10. Do honor ASME’s Mission Statement:
ASME’s mission is to serve diverse global communities by advancing, disseminating andapplying engineering knowledge for improving the quality of life; and communicating the excitement of engineering.
Follow ASME conference news on Twitter:@ASMEConferences
Let people know about your LTC experience! Use and follow the hashtag#LTC13.
18
19
ACKNOWLEDGEMENTS
Jen Jewers Bowlin, Co-ChairJack Whitehead, Co-ChairTy Booker, StaffMarian Heller, StaffJimmy Le, StaffDave Soukup, Staff
Track LeadsYash Gupta, Select TrackEduardo Barrientos, Premier Track
ASME 2013 Leadership Training Conference Executive Committee
The Committee would also like to thank the following individuals who helped in the development, review andorganization of the LTC materials or provided oversight support: Amit Bagchi, Judith Bamberger, Howard Berkof, Betty Bowersox, Richard Bunce, Marianne Chan, Kc de la Garza, Vince Dilworth, Luc Gearetz, Bobby Grimes, Kalan Guiley, Deidra Hackley, Cheryl Hasan, Mahantesh Hiremath, Roy Hogan, Klod Kokini, Lily Le, JacquelineLockett-Roberts, John Mulvihill, Hieu Nguyen-Hart, Jared Oehring, Karen Ohland, Chrissy Perakis, Charles Proctor,Randy Reagan, Madhu Rangi, Anita Rebarchak, Cindy Stong, Jessica Townsend, David Webber, and Justin Young.
The LTC Executive Committee wishes to thank the following individuals fordeveloping and making presentations at the 2013 LTC:
Len Anderson, District B Operating BoardKyle Leigh Avery, Engineering Research & Technology
Development Communications CoordinatorBill Bees, Past Chair, Pressure Vessels and Piping
Division; Past Technical Group LeaderThomas L. Bever, Past Chair of St. Louis SectionJohn Blanton, ASME Fellow, Past Chair,
Greenville SectionVicki Blocker Risinger, Past Chair,
Nominating Committee/Marketingand New Ventures Chair, Affinity CommunitiesOperating Board
Eamon Boyle, Training Committee Chair, and Chair, Baltimore Section
Scott Burr, Programs & Activities, Local Programs Committee Chair
Scott Carlson, Chair, Puget Sound SectionPhilip Carpentier, Past VP, Programs and Activities Jim Coaker, Past Member, ASME Board of GovernorsHank Cook, Nominating Committee ChairWilliam T. Cousins, Past Chair, VOLT AcademyRick Cowan, Member, Technical Communities
Operating BoardMandy Cowgill, Member, K&C Programs & Activities
Board; Alternate, Society Nominating Committee
Artin Dermenjian, Past Pressure Technology Group Leader
Tim Ganger, Chair, K&C Information and Communications Committee
Peter Hess, Director, MarketingGary Hickman, Past Chair, Columbia Basin SectionMike Kreisberg, Director, MembershipElio Manes, Director, Communities and ServicesAlma Martinez-Fallon, Past Member, ASME Board
of Governors; Member, Committee on Finance & Investment
Richard C. Marboe, ASME Vice President,Programs & Activities
Marc Meadows, Past Chair, West Texas SectionTwish Mehta, K&C Information & Communications
Training Prime; VP-Elect, Leadership & RecognitionMike Michaud, Managing Director, Global Alliances,
International Relations OfficeAl Ortega, Chair, ASME Technical Communities
Committee Division Operations and TrainingMary Lynn Realff, Member, Diversity and Inclusion
Strategy Committee Elaine Seat, PhD, PE, President, CircleSpring LLCElliott Short, District E LeaderJerermy Warach, Web Application Development
Manager
20
2013 LTC Early Career Delegates
Congratulations to the 2013 LTC Early Career Delegates!
Duntoye Hope Iretioluwa
Fahad Khan
Abdul Wahab Malik
Alejandro Gaona Pena
Spero Peters
Andrea Spring
Jonathan Whitten
George Tak Kwong Woo
Dazhong (Daniel) Wu
2014 ECLIPSE InternsRuander Cardenas - Volunteer Orientation and Leadership Training Academy
Daniel Kearney - Board of Governors
Matthew Lindsey - Center for Research and Technology Development
Jonathon Mauritz - Standards & Certification
Russell Morin - Knowledge & Community
Robert Murphy - Institutes
Deepa Narayanan - Student & Early Career Development
Matt Schulte - ASME Foundation
Kevin Shanley - Public Affairs & Outreach
Brought to you by the VOLT Academy ECLIPSE Intern Program Committee
Many thanks to the Early Career Connect Affinity Group, David Lee, TwishMehta and to Cheryl Hasan for their support and management of the promotion and selection processes for the Early Career Delegate Program.
21
ASME VOLUNTEER ORGANIZATION CHART
22
ASME STAFF ORGANIZATION CHART
30
The ASME Journal Program is an international resource for leading-edge, original peer-reviewed research that advances all aspects of analysis, design and technology development in mechanical engineering. The fundamental goal of the program is to provide a forum to promote the evolution of technological progress and international cooperation, and provide timely and in-depth exchangeof scientific and technical information among researchers and engineers.
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FOR MORE INFORMATION
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ASME Journals
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34
Thank you.
The LTC committee would like to thank The ASME Foundation forsponsoring the Friday Night Networking Event. Visit the Foundation
booth (#19) at the Idea Mart
35
36
Engineering for ChangeWebinar SeriesLearn. Grow. Connect.
Engineering for Change’s online, interactive, monthly webinar series
Attending is easy and free.
You’ll also be rewarded for attending.
engineeringforchange-webinars.org
Learn. Grow
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. CoLearn. Grow .
Engineering for Change’connects you with a community of promotes emerging ideas—and
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. Connect.
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37
NOTES
38
NOTES
39
NOTES
HILTON ST. LOUIS AT THE BALLPARK - FLOOR PLAN
40
Thank you.The LTC committee would like to thank Marsh
and the ASME Insurance Programfor their generous sponsorship of LTC.
