Fall Meeting of The Auditing Roundtable
Philadelphia, PA - September 8-10, 2010

The Changing Climate for EHS Auditing

One of Philadelphia’s most famous residents, Benjamin Franklin, is quoted as saying “Without continual growth and progress, such words as improvement, achievement, and success have no meaning.” Author and management expert, Peter Drucker, referenced another of Franklin’s quotations saying that “Everybody has accepted by now that change is unavoidable. But that still implies that change is like death and taxes it should be postponed as long as possible and no change would be vastly preferable. But in a period of upheaval, such as the one we are living in, change is the norm.”

Carol Collier, Executive Director of the Delaware River Basin Commission, will set the tone for out meeting with a keynote address about the breakthrough thinking that created the DRBC and prompt us for some novel ways of thinking and controls that will be needed for the future to effectively deal with the challenges of the climate change, water usage, energy needs and our economy.

A year ago, the United States Congress seemed on track for a cap and trade bill addressing control of greenhouse gases. Now, like every other legislative agenda item, the future is not so certain. But Mandatory Reporting of Greenhouse Gases is an obligation and Johnson & Johnson, a company in the middle of gathering information for its greenhouse gas inventory, will shed light on how they’re assuring this reporting obligation fits into its other sustainability strategies. While almost everyone has an understanding now that they have a carbon footprint – what about your water footprint? We’ll hear about why you ought to be keeping an eye on both your water and your carbon footprint, along with your energy usage. We’ll look at tools that can be used for footprinting and sustainability, and Coca Cola, a leading company in water sustainability, will take the group though their water risk assessment approach and Global Water Stewardship Strategy and programs.

USEPA and OSHA adjust as well, starting with aligning themselves with a new administration and putting their increased inspection and enforcement budgets and plans to work. We’re honored that Richard Fairfax, Deputy Assistant Secretary of Labor for OSHA will present a keynote address on the reinvigoration of OSHA and the role of auditing. Samantha Phillips Beers, Director Enforcement, Compliance and Environmental Justice at USEPA Region 3 will discuss how agency enforcement intends to bring about change.

Auditing programs must adapt as quickly as business in general in order to remain relevant. What changes are your colleagues implementing to remain relevant? What strategies are they employing to improve and support their business objectives? What tools would make your job more efficient? These are the issues to be discussed at the Fall Meeting of The Auditing Roundtable, the oldest and largest organization of professional EHS and management systems auditors. Hear how others are assessing sustainability information as part of their EHS compliance and management systems audits. Find out how others are coordinating self-assessment activity with their corporate auditing programs.

Through plenary sessions, exhibits, interest groups, industry roundtables and training courses, the Auditing Roundtable is the place for obtaining information and exchanging ideas. Two CEU courses will be offered on Tuesday September 7, 2010. Thea Dunmire (ENLAR Compliance Services) will lead a course on the role of Ethics in EHS Auditing and the other short course will focus on Root Cause Analysis and be led by Dr. Randy Roig (Specialty Technical Consultants). Be there so that you can be a part of the changes that help improve your organization achieve success.

Meeting At A Glance

Time

Tuesday

September 7

Wednesday

September 8

Thursday

September 9

Friday

September 10

Early Morning

Opening and Plenary Sessions

·         Keynote Speaker Carol Collier, Executive Director fo the Delaware Basin Commission

·         SKF Case Study: Sustainability in Changing Times

Opening and Plenary Sessions

·      Not Your Normal Audit Topics:

        -Mechanical Integrity in PSM

           -Auditing for TSCA Compliance

               -Integrating Sustainability into
    Audit Programs

Opening and Plenary Session

·         Keynote Speaker: Richard Fairfax, Deputy Asst. Secretary of Labor for OSHA

·        USEPA Update on
        Enforcement

Late Morning

·         Greenhouse Gas Update

·         Role of Self-Assessments in Auditing Programs

·         E-Waste Validation – R2 and E-Stewards

Midday

Lunch

Lunch

·         Close of National Meeting

·         Working Lunch for Planning Upcoming Meetings

Early Afternoon

·         Water Sustainability & Footprinting

·         GEMI Tools for Environmental Sustainability

·         How Industry can get the most from their consultants and Vice Versa

·         Project Management Tools

·         Tour of Philadelphia Mint (Concurrent and limited to 20)

The AR Philadelphia Region will hold a joint meeting with local chapters of other professional associations presenting Regulatory Updates for the Philadelphia Region.

Late Afternoon

Industry Roundtables
(Concurrent Sessions)
-Energy
-Utilities
-Biotech
-Chemicals
-Consumer Products

Concurrent Interest Group Breakout 1:

·         Management Systems

·         Health and Safety

·         International

Concurrent Interest Group Breakout 2:

·         Greenhouse Gas

·         Auditor Resources

·         Legislative/Regulatory

Networking opportunity in conjunction with other local chapters of professional associations

Evening

CEU Course: Ethics in EHS Auditing

CEU Course:

Root Cause Analysis

Reception and Networking

Networking opportunity and open evening

All Day

Vendor Exhibition

Vendor Exhibition

Tuesday September 7 – CEU Courses

6:00-9:00 PM

Course Summary

Ethics In EHS Auditing

Ethical issues arise in many environmental and OH&S auditing situations and impact how EHS auditing programs are designed and implemented. Many professional associations, including the Board of Environmental, Health and Safety Auditor Certifications (BEAC) and the American Board of Industrial Hygiene (ABIH) have developed professional codes to guide EHS professionals in resolving ethical dilemmas. This class will provide an introduction to these professional codes of conduct and the ethical principles set out in them. The class will also introduce tools that can be used for evaluating ethical dilemmas and provide an interactive forum for discussing a series of scenarios that present potential ethical challenges.

This CEU course qualifies for CEU credit from BEAC (3 CPD hours) and ABIH (0.5 IH Ethics CM Points).

Instructor – Thea D. Dunmire, JD, CIH, CSP (ENLAR Compliance Services)

Root Cause Analysis

Effective root cause analysis is an essential part of corrective and preventive action. From a stand-alone accident/incident investigation to an integrated process in an overall Plan-Do-Check-Act/Adjust management system continual improvement process, if your root cause analysis leads you to an erroneous, inconsequential or limited conclusion, your efforts and your action plan for improvement will be of limited value and could be counterproductive. This class will help you understand and improve your incident investigation process, and your ability to utilize systemic methods for root cause analysis like Five Whys, KATTAR(S), Paredo Diagrams and Error/Failure Mode Effect Analysis. Through discussion, interaction and examination of case studies, this class will help improve your root cause analysis skills, and consequently your ability to implement effective long-term solutions.

This course qualifies for CEU credit for BEAC (3 CPD hours) and will be examined for further CEU credit from other organizations.

Instructor – Dr. Randy Roig (Specialty Technical Consultants)

Vendor Exposition

Vendor Exposition

EHSS auditors rely upon vendors for information on laws and regulations, protocols, auditing staff, and other resources. Vendors showcase their latest products and services concurrently with the technical sessions for two days. The Vendor Expo is designed to give meeting attendees ample time to discuss their own situations and needs with all vendors, and get answers to how Vendors’ offerings can provide value. Vendors are a key element of our profession, and contribute to the success and affordability of our meetings.

Vendors Committed As Of June 1

·          BEAC
·          BNA

·          CHWMEG, Inc.

·          Dakota Software Corporation

·          Enhesa Inc.

·          ProcessMAP Corporation

·          RegScan Inc.

·          Roux Inc.

·          WSP Environment & Energy

Wednesday September 8 – Day 1 Plenary Session
MC Curtis J. Johnson, Speciality Technical Consultants

7:30 – 8:30 AM

Breakfast & Registration

8:30 – 8:45 AM

Opening Remarks – Meeting Chair and Day 1 Emcee: Curtis J. Johnson, CPEA (Specialty Technical Consultants) and News from the AR Board of Directors

8:45 – 9:30 AM

Keynote Speaker – Carol R. Collier, P.P., AICP (Executive Director of the Delaware River Basin Commission (DRBC) – 45 Minutes

A breakthrough in water resources management occurred in 1961 when President Kennedy and the governors of Delaware, New Jersey, Pennsylvania, and New York for the first time signed concurrent compact legislation into law creating a regional body with the force of law to oversee a unified approach to managing a river system without regard to political boundaries. Ms. Collier will review the breakthrough thinking that created the DRBC and prompt us for some novel ways of thinking and controls that will be needed for the future to effectively deal with the challenges of climate change, water usage and energy needs.

9:30 – 10:00 AM

Sustainability In Changing Times – A Case Study – Rob Jenkinson, Director Sustainability, SKF International – 30 Minutes

10:00 -10:30AM

Break – 30 Minutes

10:30-12:00 PM

Greenhouse Gas Issues and North American Update – Henry Balikov (Goldman Environmental Consultants) & Wilhelm Wang (TransReg LLC)– 90 Minutes

Gary Hart (ICAP Energy)
Jason Kroft (Stikeman Elliot)
Todd Kantorczyk (Manko, Gold, Katcher & Fox)

12:00- 1:30 PM

Lunch Break – 90 Minutes

1:30 – 2:45 PM

What About Your Water Sustainability & Footprint? – Anita Dawson – 75 Minutes

Water Resource Sustainability: Risk Management, Corporate Strategy and Governance

– Joe Rozza, Coca Cola Company
This presentation will begin with an overview of the issues that will shape the global water resource sustainability landscape in the coming decades - with an emphasis on potential implications for industry. The Coca-Cola Company's risk management and global water stewardship strategy will then be presented, which have been designed to identify and mitigate current and future water related challenges. The Corporate Governance model will be shared along with ideas for "manufacturing" organizational leverage to create an aligned organizational mandate to drive global sustainability programs.

Water Footprinting: What is it and is it Relevant to Environmental Audits?

–Greg Peterson, LimnoTech

Developed by the Water Footprint Network to quantify direct and indirect water inherent in products, water footprint accounting is gaining momentum in the business world. Businesses that rely on water for their operations and supply chains are beginning to recognize that increasing water scarcity in some regions present potential business risks, but also opportunities. ISO Standards for water footprint accounting are also under development. This presentation will address the basics of water footprint assessment, touching on what it is, where it came from, who is doing assessments – and why.

2:45 – 3:15 PM

Use of GEMI Tools for Environmental Sustainability – Steve Hellem (GEMI) – 30 Minutes

This presentation will provide an overview of available tools from the Global Environmental Management Initiative (GEMI) to help companies in various aspects of Environmental Sustainability management. The GEMI tools address areas such as climate change (Business and Climate Web Tool), water sustainability (Collecting the Drops: A Water Sustainability Planner), sustainable development (Sustainable Development (SD) Gateway and SD Planner), management information systems (GEMI HSE Web Depot, a framework for HS&E Management Information Systems).

3:15 – 3:45 PM

Break – 30 Minutes

3:45 – 5:15 PM

Industry Roundtables – 90 Minutes

These sessions provide an opportunity for industry groups to share specific topics that are affecting their industry sectors in small group discussions and true “round table” format. These sessions are held concurrently. Each group has a leader, and will offer some perspectives on a current topic affecting EHS/S auditing in the sector. The group will select from a group of “seed questions” and will engage in facilitated discussion. Attendees are encouraged to come prepared, with perspectives and contributions, or with questions – or both! This is among the most popular features of our meetings, but success depends upon attendee participation. Contact the Auditing Roundtable if you feel additional industry sector discussion groups are merited.

Venue A:

Energy (Includes Oil & Gas) and Mining
Kathryn Nobrega, STC

Venue B:

Utilities
Curt Johnson, STC & Stephanie Everett, PECO Energy

Venue C:

Biotech, Pharmaceuticals & Health Care

Camille Costa, Roux Associates

Venue D:

Chemicals, Paper & other General Industry (Includes Transportation)

Bill Qualls, Eastman Chemical Co.

Venue E:

Consumer Products & Retail Services
Scott Rois, Georgia Pacific Corp. & Mike Bittner, ERM

5:15 PM

Adjourn for the Day

5:30 – 7:00 PM

Reception and Networking Opportunities

Thursday September 9 – Day 2 Plenary Session MC: Anita Dawson (Morning Sessions) & Camille Costa (Afternoon Sessions)
7:00 – 8:00 AM			Breakfast with Board and Committee Meet & Greet
8:00 – 8:15 AM			Day 2 Announcements-Morning Emcee: Anita Dawson
8:15 - 8:45 AM			Not Your Normal Audit Topics- Part I (Dawn Krueger, 3M) – 30 Minutes “Mechanical Integrity Challenges in PSM Audits – It’s All About the Details” – David E. Cummings (Global Process Safety Competency Leader, The DuPont Company) Effective auditing involving process safety management systems and performance requires adequate resources with requisite training and experience, as well as clearly defined audit protocols and data sampling approaches. Mechanical integrity (MI) is one of fifteen key PSM elements within the audit process which includes the review of an extensive set of internal MI requirements, as well as the application of a significant number of external codes and standards (RAGAGEP’s). This presentation will review recent modifications to DuPont’s second party PSM auditing process with a specific emphasis on mechanical integrity in order to improve the overall effectiveness of the audit process and deliver focused audit results to each plant site. This includes a pilot program associated with thirty (30) audits where MI Specialists were applied to supplement and strengthen the existing audit protocol.
8:45 – 9:15 AM			Not Your Normal Audit Topics - Part II (Dawn Krueger, 3M) – 30 Minutes "Auditing for TSCA Compliance" - Jeanette McCauley (3M)
9:15 – 9:45 AM			Not Your Normal Audit Topics - Part III (Dawn Krueger, 3M) – 30 Minutes "Integrating Sustainability Data Reviews into Traditional EHS Audit Programs” (James Archer, PE, DEE, CHMM, Robert Costello, PE, Esq., CPEA, and Barbara Winter Watson, ERM) Global businesses are increasingly collecting and publicly reporting environmental, health, and safety (EHS) data well beyond what is legally required. These data often include energy and water use, greenhouse gas (GHG) emissions, waste generation and reuse/recycle/disposal, water discharges, material use, lost time incidents, recordable incidents, fatalities, occupational illnesses, near misses, violations, and fines. In addition, leading companies also report on broader sustainability or corporate social responsibility (CSR) metrics, such as EHS footprint reduction activities, EHS audits of supply chain partners, and social audits that address issues including child labor, forced labor, freedom to organize, diversity, and community impacts. This panel will facilitate a discussion on the benefits and challenges of adjusting audit programs to include EHS and sustainability data assurance.
9:45-10:15 AM			Break - 30 Mintues
10:15-11:15 AM			Role of Self-Assessments in Auditing programs (Paul Beatley, ENHESA) – 60 Minutes Dawn Krueger (3M) Rob Somers (Tyco) Doris Reid, Goodrich Corp
11:15-11:45 AM			Words of Wisdom From Vendors and Sponsors
11:45-12:00 PM			Open Mike – Express yourself – Opportunity for announcements and opinions
12:00- 1:30 PM			Lunch Break – 90 Minutes
1:30 – 2:30 PM			Industry and Consultants – “Can’t live with them – Can’t live without them” – Doris Reid (Goodrich) and Barb Ruble (Specialty Technical Consultants) – 60 Minutes This point/counterpoint discussion will highlight key considerations for both industry and consultants involved in the RFP/Proposal process. Panelists will cover: developing descriptive RFPs that elicit responsive proposals; ensuring that proposals clearly and accurately describe both approach and value proposition; and negotiating mutually agreeable contracts. There will be time for a discussion of pitfalls and lessons learned.
2:30 – 3:00 PM			Use of Project Management Institute’s (PMI) project management framework in audit planning” (Wade Miller) – 30 Minutes The project management framework from the Project Management Institute offers a robust tool set that when integrated into an audit program, provides a more transparent audit and focuses the facility and audit team on achieving compliance. Integrating project management into an audit program requires looking at the entire audit from initiation until all action items are closed and lessons learned are documented. Benefits include timely completion of corrective actions, more efficient resource use, and a higher level of engagement at the facility level.
3:00 – 3:30 PM			Break – 30 Minutes
3:30 – 4:30 PM			Interest Group Break-out: Session 1 – 60 Minutes
Venue A: Management Systems Interest Group Chair: Thea Dunmire (ENLAR Compliance Services) This session will focus on two topics: · Discussion of the revision of ISO 19011 - Guidelines for auditing management systems – issued as a Draft International Standard in June 2010 for review and formal comment. · Current status of the various “sustainability” standards currently being developed by ISO TC 207 – including guidance on greenhouse gas verification and validation, carbon footprint of products, environmental performance indicators and water footprint.				Venue B Auditor Resources Interest Group: Chair: Melanie Powers-Schanbacher (Specialty Technical Consultants) Panel on “Care and Feeding of Protocols”		Venue C International Interest Group Chair: Paul Beatley (ENHESA)
4:30 – 5:30 PM		Interest Group Break-out: Session 2 – 60 minutes
Venue A: Greenhouse Gas Interest Group Chair: Henry Balikov (Goldman Environmental Consultants) Moderator: Willhelm Wang, TransReg LLC Dr. Sunil Hangal This presentation will discuss the issues related to developing carbon lifecycle data for products made by a textile company. This effort was to develop accurate and verifiable carbon footprint data for key products. In this discussion the focus will be on the success and failures in obtaining reliable data through the entire product lifecycle i.e. from cotton cultivation to product distribution. Specific tasks involved included identifying sources of Greenhouse Gas (GHG) emissions, establishing the best GHG calculation approaches, collecting activity data from various sources, calculating GHG emissions and developing a management system to ensure data quality. In addition this presentation will also discuss communication of the carbon footprint data to relevant stakeholders.					Venue B Health & Safety Interest Group: Chairs: Debby Shewitz (Shewitz Consulting) and Curt Johnson (Specialty Technical Consultants) “Layered Audits as a Tool for Continuous Improvement in EHS” – Bob Coffey (WRC Safety and Risk Consultants)	Venue C Legislative/Regulatory Interest Group Co-Chairs: Gary Lucks (Beyond Compliance) and James Chen (Crowell Moring)
5:30 PM	Adjourn for the day-Free Evening-No Event Scheduled

Tour of Philadelphia Mint - Thursday Afternoon September 9, 2010

Special arrangements have been made for a “backstage tour” of the Philadelphia Mint to be led by the Environmental and Health & Safety Managers for the Mint. Participants will have the chance to see operational areas that are not open to the public on the normal “self conducted” tours. Personnel from the Mint will also describe their H&S Programs, as well as initiatives for Sustainability and Energy Reduction. The tour will last ~1.5 hours.

This tour is limited to 20 persons and will be concurrent with the Thursday afternoon sessions. Participation is available to the first 20 persons requesting the tour who register and pay in full for the meeting, and submit information for a security background check at least two weeks in advance – no exceptions. Participants will travel to the mint as a group from the hotel following lunch. Additional information will be provided in advance of the tour. Contact Kathy Rieth for more information and the form to complete for the background check (by e-mail at kathy@auditing-roundtable.org or telephone at +1-480-659-3738).

Friday September 10 – Day 3 Plenary Session and Opening of Joint Regional Meetings Morning MC: Curtis Johnson, Specialty Technical Consultants
7:30 – 8:30 AM	Breakfast
8:30 – 8:45 AM	Announcements and Introductions – Meeting Chair and Morning Emcee: Curtis J. Johnson, CPEA (Specialty Technical Consultants) 15 Minutes
8:45 – 9:45 AM	Keynote Speaker – Richard Fairfax, Deputy Assistant Secretary of Labor for the Occupational Health and Safety Administration – 60 Minutes
9:45 – 10:45 AM	Samantha Phillips Beers, Director Enforcement, Compliance and Environmental Justice EPA Region 3
10:45 – 11:00 AM	Break
11:00-12:00 PM	E-Waste Management (Alisa Otteni, URS) – 60 Minutes USEPA R2 Program -Dan Gallo (USEPA, Region 3) E-Stewards and the Basel Action Network- Greg Swan
12:00- 1:00 PM	Meeting Planning For 2011 Whether you loved the meeting content or found it lacking, join in a light lunch and discussion of ideas for meetings in 2011. (Auditing Roundtable National Meeting Adjourns)
1:00 – 4:00 PM	Continuation of Joint Regional Meeting of the Auditing Roundtable and other Professional Association Chapters in the Mid-Atlantic Region Chair of Auditing Roundtable Mid-Atlantic Region: Camille Costa (Roux Associates) Air and Waste Management Association Philadelphia Chapter The Society of Women Environmental Professionals of Greater Philadelphia Regulatory Updates for the Philadelphia Region: Health and Safety - James Touey (OSHA Region III Philadelphia) Air - Scott Heath (A&WM) Hazardous Waste - Sonya Ward (SWEP) Water - Meredith Harris (Roux Associates)
4:00 PM	Networking Opportunities

How to Register for this Meeting

Meeting Fees

Pre-conference CEU courses: $250.00 Members/$275.00 Collaborating , Gov’t or Academia/$295 General Public

Attendees Wednesday to Friday September 8-10, 2010

· General Public: $550.00

· Members of Collaborating Organizations: (BEAC, IIA, AHMP, AAC, ASSE, WRI, AIHA, AWMA) $500.00

· Auditing Roundtable Members: $450.00

· Government/Academia: $400.00

· Speakers – Non Members: Free for day of presentation: $275.00 for entire meeting

Single Day Fee for Friday September 10, 2010

· Morning Plenary Session and Afternoon Joint Meeting of the AR Philly Metro Region and other local chapters of Professional associations (regardless of affiliation): $95.00

Payment/Registration

Please click Here to register for Meeting.

Please click Here to register for Training Courses (Running Concurrent with Meeting)
or Click Here to View Training Course Information

Please click Here to Register for Vendor Expo

Pre-paid registration must be received at the Roundtable office by August 31, 2010. If payment is not received by that date you will asked to pay the non-member rate. (If you are a guest speaker (non-Roundtable member) you are not required to pay a registration fee for your day of presentation. Anyone paying on the day of the meeting will be asked to pay the non-member (General Public) rate. No invoicing will be done after our meeting.

Cancellation Policy

Meeting fees to pre-paid registrants will be refunded if a written refund request is received at the registration address by August 31, 2010.

Travel Reservations

Room Reservations

The conference hotel is the Hyatt Regency Penn’s Landing, 201 South Columbus Blvd., Philadelphia, PA 19106. You can make hotel reservations by calling the hotel directly at (215) 928-1234. The Roundtable negotiated hotel room rate is US $169.00. Government employees should request the government rate and provide their ID number. Reservations need to be made by August 15, 2010 to secure this rate.

Ground Transportation

Hyatt Regency Penn’s Landing

Hyatt Regency Penn’s Landing
201 South Columbus Blvd.
Philadelphia, PA 19106

http://pennslanding.hyatt.com/hyatt/hotels/index.jsp

About the Auditing Roundtable

The Auditing Roundtable, Inc. is a professional organization dedicated to the development and professional practice of environmental, health, and safety (EHS) auditing.

Today, the Roundtable represents the voice of the profession with more than 600 members, all of whom have agreed to abide by the Roundtable's Code of Ethics. Its mission is to enhance the practice of EHS auditing by creating an international forum and organization to advance ideas, procedures and member interaction.

The Roundtable is the original professional organization dedicated to furthering the development and professional practice of EHS auditing. The Roundtable was founded in January 1982, when managers of ten corporate environmental audit programs met to discuss their auditing programs and practices. The Roundtable has held regular meetings since that time and has undergone many important changes.

For more information on the Auditing Roundtable, please visit http://www.auditing-roundtable.org. If you have any questions or comments, please contact our Managing Director, Kathy J. Rieth by e-mail at kathy@auditing-roundtable.org or telephone at +1-480-659-3738.


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