Day 1: Monday September 12th, 2022

Day 1: Opening & Safety Moment, General Session: Flow Controls

Opening & Safety Moment 7:45 am — 8:00 am

General Session: Flow Controls 8:00 am — 9:15 am

AM Breakouts: Best Practice Presentations Schedule

There are five (5) Rooms available during each session. Session times are:

10:30 am – 10:50 am
11:00 am – 11:20 am
11:30 am – 11:50 am
12:00 pm – 12:20 pm

First Session - 10:30 am - 10:50 am

Room #1 Sorocaba - Managing Assets for Profit - Emerson Walk Down App

Utilizing the walk down app to create opportunities, increase revenue and strengthen the relationship between customer and Impact Partner as a truly Trusted Advisor. Helping our customers in the transition from Preventative to Proactive Maintenance practices.

Presenter: Jason Feeney

Room #2 Marshalltown- Using 3DEEM Additive Manufacturing to Displace the Competition and Significantly Reduce Lead Times

Scallon displaced 3 Flowserve Anti Surge Valves and helped to allow a customer to rectify a major mistake by utilizing this 3DEEM process.

Presenters: Todd Langston & Chad Jumonville

Room #3 Singapore- Lever­ag­ing New Prod­uct Devel­op­ment to Dif­fer­en­ti­ate — The Whis­per Tube

Utilizing the Whisper Tube to drive preference with customers and including with all noise mitigation opportunities.

Presenter: Sam Johnson

Room #4 Baar - Cus­tomer Expe­ri­ence Team

Creating a Disney like experience at RE Mason.

Presenter: Pat Conley

Room #5 TD Buzbee Auditorium - Com­pet­ing with Fixed Price Strat­e­gy for Valve Ser­vices: Scope Devel­op­ment, Price Book and Exe­cu­tion Efficiency

Utilize price book and detailed scope of repair by size and type to add value and secure the PO. How do you make others compete on your turf?

Presenter: Chris Jones

Second Session - 11:00 am - 11:20 am

Room #1 Sorocaba- Improved Effi­cien­cy Around Projects and Ser­vices

An uptick in KOB2 and Services created the need for more internal efficiency at Control Southern. Is it time to consider reshaping your methods?

Presenter: Brian Ostrum

Room #2 Marshalltown- Lever­ag­ing Pega­sus and Final Con­trol Ser­vice to Cre­ate Com­pet­i­tive Dis­place­ment Oppor­tu­ni­ties

Pre- Pegasus NECI service efforts focused on Fisher installed base sites. Accounts with large competitive installed base were given a lower priority for service engagement. Many of the sites are fossil or waste fired power plants that used the "Bundle" approach to valve service and did not subscribe to our performance messaging.

Presenters: Jim Racca & Chris Carter

Room #3 Singapore - Trim Car­tridge — Solu­tion to Out­age Chal­lenge

Customer need for speed, reliability, safety, and long-term cost reduction solved with trim cartridge option.

Presenters: Brent Kitchens & Devin Cloud

Room #4 Baar - Our Great­est Asset: Employ­ee Engage­ment & Reten­tion

Today’s market presents retention challenges for everyone. Hear how employee engagement surveys and performance conversations are an indicator of team health and a tool to help drive retention in a competitive market.

Presenter: Terry Kerr

Room #5 TD Buzbee Auditorium - Valve Con­di­tion Mon­i­tor­ing Pay­ing Div­i­dends

VCM - Best Practice for planning your outage and monitoring the health of your critical assets.

Presenter: Joe Healy

Third Session - 11:30 am - 11:50 am

Room #1 Sorocaba- Pega­sus Suc­cess - Liv­ing Doc­u­ment for Out­ages

Utilizing real time communication tools to drive outage efficiencies and status updates.

Presenter: Cristian Riley

Room #2 Marshalltown - CCI Gets ​“Boost­ed” -  Deriv­a­tive Boost­er Upgrade

Displacing the CCI derivative boosters with Fisher SS-263 and Fisher 2625 volume boosters made easy. Improving customer confidence with known, proven accessories that don't require a "specialized" technician to tune.

Presenter: Joe Healy

Room #3 Singapore - End of Life Plan for Impor­tant Valves - Tur­bine Bypass Health Check

Vinson "Health Check" of Turbine Bypass valves during outage leads to replacement opportunities

Presenters: Ashley Hurley & Bryan Hollis

Room #4 Baar - Pre-Order Entry Meet­ing

Integrate process to help prevent disasters before they happen.

Presenter: Pat Conley

Room #5 TD Buzbee Auditorium - Right Parts in the Right Place

Maximize profits and customer service levels during service engagements with effective parts stocking strategies.

Presenter: Cass Jefcoat

Fourth Session - 12:00 pm - 12:20 pm

Room #1 Sorocaba- Con­trol Valve Reli­a­bil­i­ty Equals Increased Sales

A proven plan to develop customer intimacy while providing control valve reliability.

Presenter: Sam Johnson

Room #2 Marshalltown - “Get­ting Local” Leads to Growth

Investing in local service leads to competitive displacement growth.

Presenter: Chris Jones

Room #3 Singapore -  Expand­ing Prod­uct Sales Through a Steam Solu­tions Expert

A best practice demonstrating how to leverage steam solution expertise to pull through more Fisher valves and Emerson content

Presenter: Brian Weaver

Room #4 Baar - Lever­ag­ing Cus­tomer Feed­back to Dri­ve Engagement

Leveraging customer engagement survey results in our annual business planning process drives engagement and business results.

Presenter: Jayme Bojicic

Room #5 TD Buzbee Auditorium - Total Valve Ser­vices - Why Ascend Put 1,000 Eggs in One Emer­son Basket

Using the seven-step outage process and the support of the Emerson network team , JHC successfully sold, planned, and execute Ascends first plant-wide maintenance shutdown.

Presenter: Jake Pittman


Day 1: General Sessions and Digital Valve Experience & Product Business Unit Update

General Session 1:15 pm — 1:45 pm

Digital Valve Experience & Product Business Unit Update 1:45 pm — 2:45 pm

Day 1: Product Business Unit Updates Schedule (PM)

There are five (5) rooms available during each session. Session times are:

3:00 pm — 3:50 pm

4:00 pm — 4:50 pm

First Session - 3:00 pm - 3:50 pm

Room 1 Sorobca: - Sliding Stem

The Sliding Stem BU will be highlighting our three major NPD focus areas: easy-DriveTM actuator releases, Cold Box globe valve for cryogenic applications and the newly release Trim Cartridge in an informative and interactive session. The team will review easy-Drive electric actuation, the latest portfolio roadmap as well as a pre-release live demonstration of the 200R rotary easy-Drive with the released RPU-100 will be shown. A prototype of the Cold Box valve will be shown and the eam will review Trim Cartridge launch, the latest sales collateral and early wins.

Presenters: Jeremy Ruddick & Leela Rajana

Room #2 Marshalltown - Rotary

After introducing the new to the world next generation areo-noise product that can be used with any valve, the Model 6060 WhisperTube, the Rotary BU will discuss how to handle noise with the Model 6060 WhisperTube as well as the upcoming Whisper RT trim. Rotary will also be the Emerson strategy to win in Butterfly valve applications at all market tier. Next Rotary will discuss our new pipeline ball valve options including the buried service pipeline ball valves and how to tackle emissions in pipeline applications. Rotary will close out our presentation with our recent SIS application wins and our upcoming exida certification for a full-bore ball valve solution.

Presenters: Brandon Bell, Shelby Daniels, Mike Hoyme, & Robyn Demuth

Room #3 Singapore - Engineered Products Business Unit/North America Nuclear Update

Engineered Products will review the Specials and Steam Conditioning strategies, highlight successes and requests for the sales network. We will also review the work being done to move Engineer to Order product to Configure to Order resulting in increased order entry and order processing speed. Then, we will review or New Product Development plans and highlight innovative, uniquely differentiated, design solutions. North America Nuclear to provide an update on key successes, service levels, and target applications.

Presenters: Jeff Von Arb, Wynne Brothers, Justin Goodwin, Jon Richardson, Mark Henson and Mike Hagen

Room #4 Baar - Instrument

The Instrument Business Unit will introduce several new to the market technologies that can not be matched by our competition including; DPC2K Digital Process Controller, 4400 HART communicating position Transmitter, and DVC6200SIS High Cv.

Presenters: Sean Raymond, Jerry VanStaalduine & Zach Laws

Room #5 TD Buzbee Audi­to­ri­um — Parts

Parts BU team & responsibilities. Marketing collateral currently available and where to find it. Global parts purchasing study overview and findings with a focus on NA results. Parts Availability topics including tools to automatically price new parts and expedite pricing of existing parts, inventory management analysis/findings/activities to better service customer needs. Impact Partner Parts CAT activities.

Presenter:  Bob Boyle, Veronica Ayala, Curtis Scheuerman, Bryan Anderson, Jeff Bell & Lorin Miller

Second Session - 4:00 pm - 4:50 pm

Room 1 Sorobca: - Sliding Stem

The Sliding Stem BU will be highlighting our three major NPD focus areas: easy-DriveTM actuator releases, Cold Box globe valve for cryogenic applications and the newly release Trim Cartridge in an informative and interactive session. The team will review easy-Drive electric actuation, the latest portfolio roadmap as well as a pre-release live demonstration of the 200R rotary easy-Drive with the released RPU-100 will be shown. A prototype of the Cold Box valve will be shown and the eam will review Trim Cartridge launch, the latest sales collateral and early wins.

Presenters: Jeremy Ruddick & Leela Rajana

Room #2 Marshalltown - Rotary

After introducing the new to the world next generation areo-noise product that can be used with any valve, the Model 6060 WhisperTube, the Rotary BU will discuss how to handle noise with the Model 6060 WhisperTube as well as the upcoming Whisper RT trim. Rotary will also be the Emerson strategy to win in Butterfly valve applications at all market tier. Next Rotary will discuss our new pipeline ball valve options including the buried service pipeline ball valves and how to tackle emissions in pipeline applications. Rotary will close out our presentation with our recent SIS application wins and our upcoming exida certification for a full-bore ball valve solution.

Presenters: Brandon Bell, Shelby Daniels, Mike Hoyme, & Robyn Demuth

Room #3 Singapore - Engineered Products Business Unit/North America Nuclear Update

Engineered Products will review the Specials and Steam Conditioning strategies, highlight successes and requests for the sales network. We will also review the work being done to move Engineer to Order product to Configure to Order resulting in increased order entry and order processing speed. We will provide an GGC update. Then, we will review or New Product Development plans and highlight innovative, uniquely differentiated, design solutions. North America Nuclear to provide an update on key successes, service levels, and target applications.

Presenters: Ryan McIntosh, Wynne Brothers, Justin Goodwin, Jon Richardson, Mark Henson and Mike Hagen

Room #4 Baar - Instrument

The Instrument Business Unit will introduce several new to the market technologies that can not be matched by our competition including; DPC2K Digital Process Controller, 4400 HART communicating position Transmitter, and DVC6200SIS High Cv.

Presenters: Sean Raymond, Jerry VanStaalduine & Zach Laws

Room #5 TD Buzbee Audi­to­ri­um — Parts

Parts BU team & responsibilities. Marketing collateral currently available and where to find it. Global parts purchasing study overview and findings with a focus on NA results. Parts Availability topics including tools to automatically price new parts and expedite pricing of existing parts, inventory management analysis/findings/activities to better service customer needs. Impact Partner Parts CAT activities.

Presenter:  Bob Boyle, Veronica Ayala, Curtis Scheuerman, Bryan Anderson, Jeff Bell & Lorin Miller

Day 2: Tuesday, September 13th, 2022

Day 2: Opening & Safety Moment: Security of Supply, and The Great Renegotiation with Keynote Speakers

Opening & Safety Moment 7:45 am — 8:00 am

The Great Renego­ti­ation- An Inside Look at the Future of Talent and its Impact on the Future of Business 8:00 am — 10:15 am

Day 2: Growth Pro­grams, Fish­er Advi­so­ry Board and Round Table Discussions

Breakout Schedules

There are four (4) Rooms available during each session. Session times are:

10:30 am — 10:55 am

11:00 am — 11:25 am

11:30 am — 11:55 am

11:30 am — 12:25 pm

12:00 pm — 12:25 pm

First Session - 10:30 am - 10:55 am

Room #1 Sorocaba - Quad O Emissions Sales Strategy

Update on Quad O emissions requirements and overall strategy to support emissions in Upstream and Midstream industries

Presenter: Ben Fletcher

Room #2 Marshalltown - "Educational Services Round Table"

Update on Ed Services plans and capabilities as well as an open discussion on what Impact Partners would like Ed Services to support

Presenter: Larry Baumber

Room #3 Singapore - "Valve Condition Monitoring Why Now? What is New?"

We’re excited to showcase our newest deliverable, efficiently created through our new “Analyst Workspace & Reporting Center”. These tools allow us to highlight our customer’s data in a trending analysis format.

Presenter: John Carlow

Room #4 Baar - Targeted Parts Discounting Growth Incentive Program

For FY23 & in support of the new North America Service Execution Model, Flow Controls is implementing an improved commission schedule with the focus of enabling strategic targeting against part replicators. This session will explain the change and review the process to establish a parts discount deal for these targeted customers.

Presenters: Brendan Piscitelli & Ross Turbiville

Second Session - 11:00 am - 11:25 am

Room #1 Sorocaba - Navigating Sustainability

Discuss where the ESG requirements are going (reporting). Introduce the new Sustainability Team and walk through where Flow Controls can support customers with sustainability efforts.

Presenters: Scot Bauder & Bruce Ofori

Room #2 Marshalltown - Green Belt Technical Training

Launch of new Fisher Green Belt technical training. This replaces the old Severe Service University and goes more in depth on technical topics, applications and valve solutions

Presenter: Mark Nord

Room #3 Singapore - Service Level Differentiation Playbook

Introduce the program and its fundamentals. Walk through how to connect solutions to customers pains with easily consumable programs to help expand service differentiation. Leverage targeted pain-to- solutions based programs.

Presenters: Karl Lanes & Scott Grunwald

Room #4 Baar - Accelerate Adoption of Innovative Products Round Table

A round table discussion on how we can work as a team to improve our product launch process and adoption of innovative products like Whisper Tube, Trim Cartridge, Next Gen FIEDLVUE. Walk through what is needed from Flow Controls, Impact Partners and customers to make more of a splash with new technology

Presenters: Mark Hen­son, Joe DeMonte, Emi­ly Thomas, Kur­tis Jensen & Bill Flowers

Third Session - 11:30 am - 11:55 am OR 11:30 am - 12:25 pm

Room #1 Sorocaba - Managing Unconscious Bias: A Crash Course (11:30 am - 12:25 pm)

Increase your awareness of unconscious bias-what it is, how it impacts us, and what we can do to mitigate its influence on us. In this session, you will increase your mindset about unconscious bias. Then, by applying what you learn, you will develop the skillset to mitigate it and create a more diverse, inclusive workplace.

Presenters: Janine McCormick & Michelle Burgess

Room #2 Marshalltown - FIELDVUE Back to the Basics (11:30 am - 11:55 am)

With the coming launch of Next Gen FIELDVUE, now is the time to strengthen the teams knowledge on the benefits, differentiators and power of FIELDVUE. This will walk through the new training that is being set up along with some information on how other Impact Partners are training their teams.

Presenters: Sean Raymond & Joe DeMonte

Room #3 Singapore - Premier Service Provider Model Evolution Round Table (11:30 am - 12:25 pm)

We will discuss Flow Controls and Fisher Advisory Board plans to support the Premier Service Provider network in North America in the near-term as well as over the next few years. This extended length session will also allow for significant amount of time for open discussion & questions.

Presenters: Brendan Piscitelli & Kaleb Pergande

Room #4 Baar - Mutual Growth Program Update (11:30 am - 11:55 am)

This session will cover status and success of the current mutual growth programs and an inside look at programs for next year

Presenters: Eddie Ray & Ross Turbiville

Fourth Session - 12:00 pm - 12:25 pm

Room #4 Baar - Service Level Doctrine 2.0

Service Level Council will provide an update on the roll out of the Service Level Doctrine 2.0, creation of core value teams, and where to find service level moments.

Presenters: Troy Rose & Tim McMahon