Past Events

Automating Business Decisions With BOS

Samantha Clark Safety Administration Manager – XPO Logistics/Intermodal (Charlotte, NC) An important issue that tied together the People and Technology Tracks of the 2017 OX Workshop was Safety Compliance. XPO Logistics, Inc. has addressed onboarding and compliance challenges with technology and automation, specifically through Vantage Agora’s Business Operating System, OX Zion. We were delighted to…

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Managing Data

Paul Haber IT Consultant / VP Information Technology – Cleveland Heart Labs (Cleveland, OH) Kicking off one of our afternoon sessions at the 2017 OX Workshop was Paul Haber, IT Consultant and Vice President of Information Technology for Cleveland HeartLab, Inc. Paul discussed some of the data processing challenges that are faced in the healthcare industry. By…

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Re-Imagining Your Workforce

J. Sherman Henderson III CMO – Vantage Agora (Beachwood, OH) With over four decades of business experience, including roles spanning company ownership, sales, marketing and management, J. Sherman Henderson III had brought a wealth of knowledge to the 2017 OX Workshop lineup. He discussed the changing technology in business and how it relates to unique…

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Today’s Workforce Challenges as Boomers Retire

James Robey Ph.D. Director of Regional Economic Planning – W.E. Upjohn Institute for Employment Research (Kalamazoo, MI) One of the goals of the 2017 OX Workshop was to learn about and discuss today’s business challenges. A leading struggle in today’s economic landscape is hiring and retaining talented people. As the Director of Regional and Economic Planning…

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Using Technology to Ensure Compliance

Renee Paul Account Executive –Paul Hanson Partners/Biz Choice Ins (Napa, CA) Operational Excellence is all about continuous improvement. With a track record of being the only Program with A-rated underwriting partners for over 20 years, Paul Hanson Partners has this notion down. We were pleased to have Renee Paul of Paul Hanson Partners and Biz Choice on our lineup…

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Independent Contractor vs. Employee

Jonathan Hyman, Partner Meyers Roman (Cleveland, OH) Having spent his entire career helping to solve employers’ workforce problems, Jonathan Hyman was a natural choice to speak at the 2017 OX Workshop, which is focused on discovering industry leaders’ greatest challenges in today’s business landscape. Jon’s services include drafting employment policies and agreements, auditing HR practices, advising…

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Navigating the Stages of Organizational Maturity

Lauri Dugan, EVP RBServices & RISCOM (Shreveport, LA) One of the tracks the 2017 OX Workshop focuses on human resources and human capital. With 26 years of experience in the Insurance Industry, Lauri Dugan brought a wealth of knowledge to the table at the event with her presentation on Navigating the Stages of Organizational Maturity. As…

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Exploring the Stages of Organizational Maturity

Angela Ford Continuous Improvement Director – IIAT (Austin, TX) As one underlying theme of the 2017 OX Workshop was the concept of Continuous Improvement, there couldn’t be a more fitting individual to head up one of the morning sessions than Angela Ford. As the Continuous Improvement Director for the Independent Insurance Agents of Texas, Angela…

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Go With It: Embracing the Unexpected to Drive Change

Karen Hough Founder & CEO – ImprovEdge (Powell, OH) The sixth step to Operational Excellence is Adapting to Change. As Founder & CEO of ImprovEdge, Karen Hough is no stranger to this concept. In fact, she kicked off the events of the 2017 OX Workshop in her own unique way with a dynamic and interactive presentation that combines improvisation…

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