Winter Process Safety and Asset Performance Management Summit: January 18-19, 2018


2-Day Event:  January 18-19, 2018
8:00am – 4:30pm CT

At the conclusion of the event join us in beautiful Snowbird, Utah on January 20


DoubleTree by Hilton Hotel Salt Lake City Airport
5151 Wiley Post Way
Salt Lake City, UT 84116

Use the code "OPS" to reserve your room at the $139 special rate. Availability is on a first come/first serve basis.

Snowbird Tram at Hidden Peak

Summit Overview

As companies in the process industries continue to evolve, they need to integrate process safety and asset performance management into their broader management systems. Integrated safety and asset lifecycle management is fast becoming a key part of achieving operational excellence.

This two-day event will examine current best practices for PSM and APM and how they form the foundation for operational excellence. Through hands-on work sessions, interactive roundtables, and discussions, attendees will leave with an enhanced understanding of the fundamentals that form a solid OE program. Attendees will benefit from actionable information they can use right away to improve PSM and APM.

  • Learn how to manage process safety to achieve regulatory compliance and operational excellence
  • Understand key OSHA interpretations and citations, and the impact of the EPA's specific regulations on risk management
  • Discover how to integrate Process Safety Management into your overall management system
  • Enhance your bottom line through optimized asset management and smart asset integrity
  • Improve the reliability and uptime of equipment


Note: Sessions are subject to change

Day One / Salt Creek Ballroom

  • 8:00 – Welcome from Operational Sustainability

  • 8:15 – Asset Integrity Best Practices

  • 9:15 – Break

  • 9:30 – Interactive Worksession: Asset Integrity Issues

  • 10:45 – Break

  • 11:00 – Asset Model Sustainment: Ensuring PSM Elements Are Normalized to the Most Current Physical Assets

    Presenter: Sinclair Oil

    A case study will present how one organization is leveraging its Digital Asset Model and its logical application architecture to synchronize with physical changes being made in the plant. Where the organization's Digital Transformation activities were integrated with the enterprise's management system in a manner that the solution would inherently automate many of the largely manual MOC (Management of Change) work flows. A practical working example will be discussed in which the updating of a P&ID automatically propagates the change across all impacted applications.

  • 12:15 – Lunch Keynote: Set for Success – Getting to an Efficient, Effective Management System for PSM/APM

  • 1:15 – Break

  • 1:30 – Interactive Worksession: PSM/APM Issues

  • 3:00 – A Sustainable View of PSM and APM Leveraging Technology

  • 4:00 – Roundtable Day 1 Presenters

  • 4:45 – Day 1 Wrap Up

  • 6:30 – Dinner Event

Day One / Maple Room

  • 11:00 to 12:00 – Why Do PSM and APM Need to Be Integrated? (A Case Study)

  • 3:00 to 4:00 – The Basics of Reliability Aren't So "Basic" Anymore – What You Need to Know Now

Day Two / Salt Creek Ballroom

  • 8:00 – Welcome from Operational Sustainability

  • 8:15 – What Is the Expanded View of Asset Performance Management (New APM)

  • 9:15 – Break

  • 9:30 – Interactive Worksession: Reliability Issues

  • 10:45 – Break

  • 11:00 – Best Practices for Performance Management

  • 12:15 – Lunch Keynote: Human Performance, Procedures – Managing Essential Components to Sustainable PSM and APM

  • 1:15 – Break

  • 1:30 – Interactive Worksession: Competency and Training Issues

  • 3:00 – Mobility: Enabling Effective APM and PSM Decisions at the Point of Work

  • 4:00 – Roundtable Day 2 Presenters

  • 4:45 – Final Thoughts on PSM/APM

Day Two / Maple Room

  • 11:00 to 12:00 – From Compliance and Workforce into Assets and Operations

  • 3:00 to 4:00 – Exploring the Real World Results of Good Management of Change


  • Presentations
  • Roundtable discussions
  • Interactive worksessions
  • Relaxed, informal networking opportunities

Additional Activities:

  • Group dinner on January 18, social hour on January 19, and exploring Snowbird, Utah on January 20
  • OS will provide information on how to get shuttle or other transportion to Snowbird, Utah for clients wishing to enjoy the area at the conclusion of the workshop


$399:  Registration, November 1 – January 16, 2018
Continental breakfast and lunch provided


OS logo

Operational Sustainability, LLC ® (OS) works closely with its clients to design an Operational Excellence Management System (OEMS) framework leading to Operational Excellence. The OS team of advisors and consultants have helped numerous clients solve their process safety and asset integrity challenges. From risk-based inspection to process hazard analysis and management of change, our team helps you prioritize your operational risks to determine where best to invest your time and resources.

The OSSuite™ software solution from OS aggregates critical operational information and makes it available on desktop or mobile devices – through the cloud or through an on-site installation – providing new levels of insight and decision support for proactively managing asset performance, overall risk, and Operational Integrity. OSSuite™ offers a flexible mobile platform that is an extension of the core OSSuite™ framework, enabling users to create robust workflows that uniquely serve their organization's needs. Data is transformed into actionable information, visualized by location, asset and process, and delivered at the right time in the right way – helping to ensure the safe, reliable, and environmentally sound operation of your assets.


Versa Integrity Group is a comprehensive asset integrity management services provider in North America. Versa Integrity Group ("Versa") specializes in reliability services, API (American Petroleum Institute) inspections, NACE (National Association of Coatings Engineers) coatings inspections, AWS (American Welding Society) CWI (Certified Welding Inspector), conventional and advanced NDE (Nondestructive Examination) methods, heat treatment, and rope access services.

This suite of services provides Versa clients the opportunity to work with one contractor for all of their asset integrity challenges, minimizing the hassle of searching for multiple contractors and scheduling accordingly – especially during outages/turnarounds. We combine this simplified, comprehensive approach with our approach to business – treating clients and employees like family – to deliver remarkable results and long term value.

The Sinclair Group uses a balanced, holistic approach rooted in results to bring keen insights. Through its proprietary processes, intellectual property, seasoned team, and holistic perspective, the company's passion is creating organizational and operational transformation to achieve extraordinary, sustainable results for clients. In its 20-year history, Sinclair Group has assisted clients at 400+ sites internationally, including the successful execution of the world's largest capital project engagement – the development of the Sadara Chemical complex in Saudi Arabia.

The Sinclair Group client roster includes blue chip companies such as ExxonMobil, Morgan Stanley, BP, ChevronPhillips Chemical, Mosaic, Sonoco Corporation and more. Sinclair Group's consultants are a collective of successful leaders from Fortune 500 companies – each averaging a 30-year track record—with deep industry experience. The company has strategic alliances in key regions, plus a comprehensive network of credentialed resources worldwide. The company serves a diverse array of markets including petrochemicals, oil & gas, pulp & paper, private equity and more. Sinclair Group's primary offering is consultative services for capital projects, mergers & acquisitions, operations, reliability & maintenance, litigation support and training.

Systran, Inc. is a process-driven company that caters to the documentation and development needs of the hydrocarbon processing industry. Originally founded in 1978 in Chicago, Systran has been under its present ownership in Houston since 1987.

The company revolves around a simple concept: trained employees keep your facility running efficiently, effectively and, most importantly, safely. Systran takes that simple goal to heart. Systran works every day to make complex processes, procedures, and systems manageable for Systran clients so their workforces can perform effectively. Part of that work is creating documentation that's easy to understand and efficient for operators to follow, because explaining systems in a way that makes sense is Step 1 on the path to a safer and more efficient place to work. Systran helps companies empower employees through job-specific training and clear, readily available documentation – enhancing overall safety and reducing accidents.

Aladon is the leading risk and reliability network, delivering risk and reliability training and services through a global community of highly trained reliability professionals certified by Aladon as Risk and Reliability Practitioners and Facilitators. Aladon certified practitioners teach integrated team-based risk and reliability methodologies for all types of physical assets. Through the work of Aladon, companies in more than 80 countries have successfully implemented Reliability Centered Maintenance (RCM) practices over the past three decades. Through the Aladon-led evolution of RCM to RCM2™ and now RCM3™, Aladon continues to lead the way in designing methodologies to lower risks and increase reliability across all types of physical assets in all industries.

Operational Sustainability's OSSuite™ provides the enterprise software to underpin Aladon's reliability and risk methodologies, including:

  • Reliability Centered Maintenance (RCM)
  • Risk Based Inspection (RBI)
  • Integrity Operating Windows (IOWs)
  • Root Cause Failure Analysis (RCFA)
  • Process Hazard Analysis (PHA)
  • Condition Assessment (CA)
  • Asset Life Extension Management (ALEM)

The comprehensive Aladon approach to asset risk management and performance improvement offered by the combined strengths of Aladon and Operational Sustainability helps companies enhance compliance activities, reduce business interruptions, increase asset utilization, manage lifecycle cost, optimize maintenance and inspection intervals, prevent unwanted events, and protect their reputation. Reliability centered design, operations and maintenance combined with comprehensive performance and asset management form the bedrock of our asset integrity approach.

SAP is the world's largest provider of enterprise application software, with over 350,000 users in 190 countries. SAP manages 76% of the world's revenue transactions and 78% of food manufactured worldwide is supported by an SAP system. SAP supports 26 industries and is used by 87% of the participants on the Forbes Global 2000 list of companies. Its Oil & Gas industry practice has been in place for more than 40 years and provides solutions for upstream, midstream, downstream, retail, and oilfield service customers. The SAP ecosystem includes more than 1500 partners who've built complementary applications to improve or expand SAP's solutions for industry.

The SAP and Operational Sustainability (OS) integrated solution improves and streamlines Operational Integrity. Experience expanded SAP business processes, including risk-based inspection, criticality analysis, process safety, failure notifications, and control of work, to name only a few. Together, SAP and OS improve asset performance and deliver critical operational process information directly to the point of work execution – improving worker situational awareness and decision support. Information is integrated with SAP Plant Maintenance – the system of record – capturing any changes or updates to assets, as work is being completed. Integration of data and records enables companies to transform operations by increasing work execution, reducing time to service, and improving overall process efficiency and uptime – leading to higher utilization of people and assets.

Reduce costs and improve operations. Consider the next generation of operational solutions: SAP and OS working together to simplify and streamline operations, and build Operational Excellence.

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Driving Operational Excellence™.