CM Trends

CM Trends 2017 S.W.A.T.

Configuration Management Seminars, Workshops, And Training

Tentative Agenda

Monday - August 28, 2017
7:00 - 8:00 Registration & Full Breakfast
8:00 - 8:05 Opening Remarks
8:05 - 8:35 CIMData - Peter Bilello - - - more info
"Digitalization & CM: One can’t be enabled without the other"
8:35 - 9:05 CMstat - Lisa Fenwick - - - more info
"CM Metrics"
9:05 - 9:30 Networking Break & Visit with Exhibitors
9:30 - 10:00 Lockheed Martin - Mitch Kaarlela - - - more info
"Baby Boomers Want a Retirement Plan, Millennials Want WiFi: Making the transition in your CM workforce"
10:00 - 10:30 US Military Entrance Processing Command (USMEPCOM) - Reginald Hughes - - - more info
"Change Management: Why should it matter"
10:30 - 11:00 VENCORE - Alejandra Sudbury - - - more info
"The Future of Platform Configuration Management"
11:00 - 11:30 Question & Answer session with morning speakers
11:30 - 1:00 Lunch Break (on own) - view map of local restaurants
1:00 - 2:00 Boeing Commercial Airplanes - Daniel McCurry - - - more info
"WORKSHOP: CM in Jeopardy"
2:00 - 2:30 Networking Break & Visit with Exhibitors
2:30 - 3:00 Sikorsky Aircraft Corporation - Ken Wallace - - - more info
"Mind the Gap"
3:00 - 3:30 Docio - Mike Potts - - - more info
"Software Governance: The growing importance of CM in the Digital Economy"
3:30 - 4:00 Question & Answer session with afternoon speakers
4:00 - 5:00 Exhibitor Showcase & Tool Demos
5:00 End First Day
Tuesday - August 29, 2017
7:00 - 8:00 Full Breakfast
8:00 - 8:05 Opening Remarks featuring ACDM presentation
8:05 - 8:35 Bentley Systems - James Newman - - - more info
"The Industrial Internet of Things: Should a Configuration Manager Care?"
8:35 - 9:05 Honda Aircraft Company - Jaqui Dow - - - more info
"The Endeavor of Change"
9:05 - 9:30 Networking Break & Visit with Exhibitors
9:30 - 10:00 Lockheed Martin - Jonathan Maloof - - - more info
"Physical Configuration Audit: Stepping up our PCA game"
10:00 - 10:30 NASA Goddard Space Flight Center - Shelley Rice - - - more info
"To Meet or Not To Meet: Physical vs. Virtual configuration control board meeting"
10:30 - 11:00 Value Transformations - Kim L. Robertson & Jon M. Quigley - - - more info
"Managing Configurations: How did we get here and where in the heck are we headed?"
11:00 - 11:30 Question & Answer session with morning speakers
11:30 - 1:00 Lunch Break (on own) - view map of local restaurants
1:00 - 2:00 CMPIC LLC - Leo Clark - - - more info
"WORKSHOP: Measuring Your Ability to Communicate"
2:00 - 2:30 Networking Break & Visit with Exhibitors
2:30 - 3:00 BAE Systems - Brynt Lindsey - - - more info
"50 Years of Sustainment"
3:00 - 3:30 SAIC - Mark Chapman - - - more info
"Training: Tools and Tutoring"
3:30 - 4:00 Question & Answer session with afternoon speakers
4:00 - 5:00 Exhibitor Showcase & Tool Demos
5:00 End Second Day
Wednesday - August 30, 2017
7:00 - 8:15 Full Breakfast
8:15 - 8:30 Opening Remarks
8:30 - 9:00 CMPIC - Steve Easterbrook - - - more info
"CM Terminology Issues"
9:00 - 9:30 Lockheed Martin - Cynthia Mendez - - - more info
"Generational Communication: How to bridge the gap in Configuration Management"
9:30 - 10:00 Networking Break & Visit with Exhibitors
10:00 - 10:30 Northrop Grumman - Shari Councell - - - more info
"Selling CM and Getting Management to Buy It"
10:30 - 11:00
I-infusion, Inc/CMPIC LLC - Larry Gurule - - - more info
"SAE EIA-649 Revision C Update"
11:00 - 11:30 Closing Remarks
11:30 Event End / Lunch break (on own) - view map of local restaurants
Discounted Training Courses*
1:00 - 5:00 Course 6: "SAE EIA-649B Principles & Applications" certification course
Course 7: "Configuration Management Assessor" certification course
Course 9: "CM Standards & Practices Update" refresher course
Course 15: "Security-Focused CM of Information Systems" certification course
Thursday - August 31, 2017
7:00 - 8:00 Full Breakfast
8:00 - 5:00 Course 6: "SAE EIA-649B Principles & Applications" certification course
Course 7: "Configuration Management Assessor" certification course
Course 9: "CM Standards & Practices Update" refresher course
Course 15: "Security-Focused CM of Information Systems" certification course
Friday - September 1, 2017
7:00 - 8:00 Full Breakfast
8:00 - 5:00 Course 6: "SAE EIA-649B Principles & Applications" certification course
Course 7: "Configuration Management Assessor" certification course
Course 9: "CM Standards & Practices Update" refresher course

Course 15: "Security-Focused CM of Information Systems" certification course
* These courses are offered at a special discounted rate. You may register to attend one class alone or in addition to your CM Trends 2017 registration. Please click here for more details.


Click here to register

BAE Systems Inc. - Brynt Lindsey

Ever since I was young I always had a fascination with drawings. I remember working with my Dad in a fabrication shop and on construction projects. I could not get enough of the “blueprints” and their association with accomplishing a task. From there I took all of the drafting classes that were available in high school but was told that I would never be successful because I was left handed. Back in the “olden days” your left hand would drag across your work and smear the lead. All I can say is they invented CAD at just the right time.

I attended Utah State University and received a degree in Industrial Technology with an Associate’s in Design. All of this was in preparation to be a high school shop teacher which I did for one year. That was not for me so I jumped. From there I became a horse shoer and a rodeo athlete. It did not take long to realize neither of those professions had a benefit package or a retirement plan so, with the loving encouragement of my wife, I got a real job.

I went from wide open skies and my dog as my work companion to the cube life. The first year was rough but I got to see, touch and smell the “drawings”. What I also learned, as a CM person, was there is so much more to engineering change. Now I spend most of my time training young engineers about change processes and advising programs on how to meet the CM requirements as defined in their contract.

And, yes, I still get to see, touch and smell the drawings but it is a little harder in this world of electronic files. Additionally, I spend as much time as possible with my horse and dog but now it is a hobby instead of a way to make a living. I like it better this way.

"50 Years of Sustainment"

My presentation will discuss the challenges and successes related to “50 Years of Sustainment”. This will include how our system was created and the purpose behind our configuration item structure. Additionally, I will discuss how we have maintained this structure and in return we have a strong and sound process for sustainment of this system. Now the challenge is to inform, teach and train the community of the process and structure so they can adhere to it.

In the presentation I will discuss the challenges which include OEM, design authority and level 3 data (re-procurable without recourse to the OEM). Included, I will also talk about the associated challenges that are related to this aging system and the “low cost, technically acceptable” contracting method currently used by the customer.

As we move forward with CM we are optimistic of the changes that we are faced with and continue to work towards maintaining our strict levels of configuration control. The presentation will discuss the challenges and opportunities of a young workforce, departing baselines, change without OEM involvement, and the move toward Model Based System Engineering (MBSE).

My hope is this will drive conversation within the CM community of similar situations so we can help each other with solutions, experiences and lessons learned that will let us all be successful.


Bentley Systems - James Newman

James Newman, P. E., Senior Director, Product Management - Asset Performance

Jim joined Bentley in 2015 as director of product management for Bentley’s AssetWise solution, responsible for overseeing the strategic direction of the AssetWise product line and leveraging the capabilities of AssetWise for operations and maintenance of infrastructure assets. These capabilities include support for document and record management, asset and tag management, asset reliability and integrity, and operational and predictive analytics across multiple industries.

Jim holds a bachelor’s degree in nuclear engineering and a master’s degree in nuclear engineering with a concentration in plasma physics and fusion technologies. He is currently pursuing a Ph.D. in business administration focused on international leadership and cultural awareness.

"The Industrial Internet of Things: Should a Configuration Manager Care?"

In infrastructure and asset-intensive industries, data is growing at an exponential rate due to advances in sensor technology and devices that can capture and produce data, via the Industrial Internet of Things (IIoT). Great expectations come with it – the promise of predictive analytics, operational insights and improved asset performance. Concerns as well – does the data pose cyber security risks? Privacy or liability risks? So how do you actually leverage this data to support your business goals while mitigating risk? With CM best practices, of course! Learn how CM principles should be applied to extend the life and value of your assets across the lifecycle and realize the potential of your IIoT performance data. See practical applications across a variety of industries and discover how your skills will help you master this valuable data.


Daniel McCurry, Boeing Commercial Airplanes

Dan has over 35 years of experience with military and commercial programs in the fields of Configuration and Data Management, first with Hughes and McDonnell Douglas Helicopters, and since 1989, at Boeing Commercial Airplanes for Configuration and Change Management.

His contributions to these disciplines encompass his active participation in the National Defense Industrial Association, Technical Information Division, Executive Board since 1996; served as Chairman 1998-2010 and now Chair Emeritus. He has presided as CM Chairman of the Association of Configuration and Data Managers June 2001-2010 and now as ACDM President. He served as the Vice-Chair of the Government Electronics & Information Technology Association, G-33 committee 2000/01 and served as the Chairman September 2002-2004. He was member on six ASME Y14 Engineering Drawings Practices Committees from 1999-2012. Dan is currently Chairman of the SMC SAE G47 Systems Engineering Committee.

Dan has received Distinguished Contribution Awards that include the GEIA President’s Award for Leadership, NDIA Stern’s Award for Technical Excellence and NDIA Gold Medal for Exceptional Leadership Award. He has received a Technical Fellowship in Configuration Management from GEIA/TechAmerica(now SAE International).

WORKSHOP: "Configuration Management in Jeopardy"

The CM Profession will always be in jeopardy until its true role as a core business process is accurately explained and fully understood by all members of an organization. In this workshop we will use the Jeopardy game featuring a quiz competition in which contestants are presented with Configuration Management knowledge clues in the form of answers, and contestants must phrase their responses in the form of questions. This workshop is based on SAE/EIA 649B Configuration Management Standard. How much CM do you know?


CIMdata Inc. - Peter A. Bilello

Peter Bilello, President of the strategic management consulting and research firm CIMdata—an internationally recognized authority on Product Lifecycle Management (PLM)—has more than 29 years of experience in the development of business-enabling information technology (IT) solutions for research, engineering, and manufacturing organizations worldwide. He has participated in PLM analysis, selection, implementation, and training; CAD/CAM/CAE/CIM implementation and management; synchronous and lean manufacturing consulting; software engineering; and general data management strategy development and support. He has authored numerous papers and research reports on PLM and related topics, and his articles, commentaries, and perspectives have appeared in publications throughout the United States, Europe, and Asia.

Mr. Bilello has been directly involved with consultation on the selection, integration, and implementation of large-scale PLM solutions. He has spoken on a number of different PLM-related topics in Europe, North and South America, the Middle East, Africa, and Asia.

Mr. Bilello holds a Bachelor of Science degree in Computer Science with a minor in Physics from the California State University, Fullerton, and a Master of Science in Engineering degree, in Manufacturing Systems Engineering, from The University of Michigan.

"Digitalization & CM: One Can’t be Enabled without the Other"

Digitalization is moving from a fuzzy concept to the newest data-driven derailment of the status quo as new sources of information speed up innovation throughout the product lifecycle. In many ways, digitalization is the logical next step in representing anything and everything in 1s and 0s. Digitalization is transforming products from physical goods and tangible services. In fact, in many cases data is displacing them as the “product.” In today's world of nearly total information digitalization, products and services are often bought and installed as much for the information they generate or collect as for the nominal benefits spelled out in requirements, designs, product datasheets, and advertising. In CIMdata’s view, the digitalization of business cannot happen without configuration management (CM) professionals and their enabling practices, processes, and tools. CM is the key enabler of tomorrow’s digital enterprise.


CMPIC LLC - Leo Clark

Leo Clark has installed quality systems and taught continuous process improvement in over 250 companies on 5 continents. He has also taught Configuration Management for 19 years to over 1000 organizations on 6 continents. He is a CM expert for US TAG 176 Quality Management for ASQ defining the ISO 9000 series including ISO 10007. His software experience includes operating systems, securities trading, accounting, manufacturing, and music. He is a Marquette grad, former Marine Corps officer, and grandfather to 5 beautiful children.

"WORKSHOP: Measuring Your Ability to Communicate"

In this workshop, you will learn to focus your measurement efforts where they are most effective. Most organizations measure downstream results (product characteristics). You will learn to measure input variables (process characteristics) instead. We will also calculate the return on investment provided by measuring and improving inputs versus fixing errors that should have been avoided.


CMstat - Lisa Fenwick

Ms. Fenwick has been employed by CMstat - a leading provider of COTS Configuration Management and Contract Deliverables Management software – in a number of roles for the past 21 years. With a degree in Mechanical Engineering from the University of Maryland and a background in Project Engineering, Reverse Engineering and Configuration Management, she has provided support to various departments including Sales/Marketing, Training, Customer Support, Implementation, and Consulting and is currently the Vice President of Product Development. In the past ten years, Ms. Fenwick has become very involved with new product development and standards compliance. She is a member of the Association of Configuration and Data Managers (ACDM), certified in Configuration Management (CMII) by the Institute of Configuration Management, holds CMPIC CMAssessor Certification and is active in the SAE committee for ANSI/SAE-649 revision.

"CM Metrics"

Companies often look to software products to improve their ability to perform CM or make their existing processes more efficient through automation. Everyone accepts that Management wants to quantify their ROI after implementation of said automation or new tools. However, how can this ROI be demonstrated effectively if there are no metrics that measure the existing process baseline? While it would seem that any amount would be an improvement over zero….no convincing comparison can be made unless actual information is captured before implementation. This presentation will discuss metrics that should be captured with or without a CM tool in place and go a step further by taking a look at how to produce meaningful metrics that will help educate, captivate, and impress consumers of the data.


Docio - Mike Potts

Mike is the Co-founder and CEO at Docio, a pioneer in Software Business Management and Software Governance. His experience with software engineering began in the United States Navy while serving in the Persian Gulf as part of Desert Storm and Desert Shield. Over the next twenty years, he worked his way up from software engineer to technology executive, collecting experiences that include everything from Fortune 100 to technology startup. Along the way, he’s developed expertise in systems thinking, software process and configuration management.

Since 2008, Mike has acted as the CEO of feature[23], a product development firm delivering business critical software for more than 40 clients. It was here that he began to see a need to evolve the thinking behind CM to better fit the modern technology executive. From a lack of transparency to growing complexity and “shadow IT” problems, it became clear that new thinking needed to be applied at the executive level.

This led to the formation of formal research in 2014, the development of a “proof of concept” in 2015 and, subsequently, the formation of Docio in 2016. Over the last three years, he and the team at Docio have traveled the country working with, and listening to, as many executives as possibly could on the topic of software complexity, risk and management. This, in turn, led to the formation of Docio’s Software Business Management platform and Software Governance strategy for the modern technology executive.

"Software Governance: The growing importance of CM in the Digital Economy"

At its inception, more than 30 years ago, the ideas surrounding the role of CM were quite simple. Protect the integrity of the software, and the impact it has on the organization, through the entire software lifecycle. And more than thirty years ago, this was certainly an attainable goal. However, in the modern era, the role of software has changed within the business model. Moreover, the tools used to compose the modern software system has grown not only in complexity but its dependence on factors external to the software owner’s environment. Thirty years ago, most of what was considered “state of the art” was understood by most CIO’s. Unfortunately, that’s simply not pragmatic in the digital economy. So, what is the modern technology executive supposed to do?

In this presentation, we’re going to explore this topic a little further and discuss how CM can begin to work with the business, not against it. We’ll outline the topics that need further discussion and, hopefully, challenge the CM community to continue evolving with the modern, digital world.


I-infusion, Inc/CMPIC LLC - A. Larry Gurule

Larry Gurule

"SAE EIA-649 Revision C Update"


Honda Aircraft Company - Jaqui Dow

Jaqui is currently in the aerospace industry, working in Greensboro, NC at Honda Aircraft Company’s headquarters campus. She has worked on the HondaJet project for almost seven years. Throughout this time, Jaqui has supported their Manufacturing efforts through parts coordination, on-time supply delivery, and change control (internal and customer).

Prior to “Living the Honda Dream”, Jaqui worked five years at RF Micro Devices, a semiconductor company, first as a planner/buyer, and then as a process improvement project planner. She has spent a significant amount of time working many roles in the medical community (both military and civilian), ranging from Lead Field Administrator, to insurance claims payer, to billing representative.

Professionally, in 2013 Jaqui joined CMPIC by taking the “Principles and Implementations” course and by the fall of 2015, she completed the CMPIC Masters Certification program. From 2004-2007 Jaqui served on the Triad area’s APICS Board of Directors. During that time, she received several certificates and awards in recognition and appreciation for her efforts in their Professional Development (local and regional) programs. She also has completed a variety of APICS supply chain based courses.

Her favorite activities include, exploration through books, film and travel, encouraging and listening to others and laughing!

"The Endeavor of Change"



Lockheed Martin - Mitch Kaarlela

Mitch Kaarlela is a 34 year employee with Lockheed Martin Aeronautics (heritage General Dynamics & Lockheed). He has Configuration Management and Contracts experience on several major domestic and international military aircraft programs. Mr. Kaarlela is a LM Corporate resource for programs needing specialized Configuration Management trouble-shooting and assistance. He presently provides Systems Engineering/Configuration Management expertise to the F-35 program and coaches others regarding CM within LM Aero. Mr. Kaarlela holds a Bachelor's Degree from the University of Texas and a Master's Degree from Texas Christian University. He is an Industry CM Technical Fellow, and is a Vice-Chair with SAE’s Systems, Standards and Technology Council (SSTC). Mr. Kaarlela is a member of the prime authoring team for EIA-649, the US Industry Standard for Configuration Management, and presently holds a CMPIC Masters certification. He is passionate about CM! Mr. Kaarlela is married and has three children.

"Baby Boomers Want a Retirement Plan, Millennials Want WiFi"

Do you notice that your company new hires are looking younger and younger these days? Does it seem that the “people dynamic” of your organization is changing? Yes, these are natural progressions of our workforce and they impact even our Configuration Management (CM) practitioners. This presentation brings to your attention the changing generational landscape of the personnel we are hiring compared with the personnel already embedded in our organizations (typically in leadership positions). We will look at the different generational world views, work ethic and other factors that impact work performance. We also discuss how generational characteristics impact today’s CM approach as well as tomorrow’s CM strategic plans (both near and longer term) – with an eye towards avoiding disconnects. Attendees will come away with some realistic strategies for working with the differences in generations of our CM personnel, and some detailed ideas to make the challenges manageable.


Lockheed Martin - Jonathan Maloof

Jonathan’s goals are to make a difference in the perception of Configuration Management roles on programs. He experience comes from a manufacturing background as an entry level parts mover to a Configuration Manager at Lockheed Martin. While working in the factory he went to school at night receiving his education at Florida Southern with a Major in Production Operations Management, and then completing a Human Factors in Aviation Systems and Safety Systems Masters in Aeronautical Science at Embry Riddle Aeronautical University. His education background led him to apply Risk Management tools in Configuration Management where he has worked at Lockheed Martin for Twelve years. In the last 6 years he performed two or three PCAs a year building a strong foundation of experiences resulting in teaching a PCA class at Lockheed Martin.

"Physical Configuration Audit: Stepping up our PCA game"

Stepping Up Our PCA Game, but what does that mean? It’s simple, to improve, get better at what you do. I believe if you’re given the opportunity to be part of a Physical Configuration Audit (PCA) understanding your role which I believe should be one of a leader in these events. I have thought about many lessons learned over the last six years while leading these, and want to share my experience, pains, and success stories. I will walk through an approach that I have found contributes to overall success, and it starts with your job planning the event. Empower yourself to be the expert on how these should be run in your industry that adds value to the overall product and builds relationships. The key for me has been the motivation to improve every event because PCAs matter.


Lockheed Martin - Cynthia Mendez

Cynthia Marie Mendez, a six year Lockheed Martin Configuration Analyst, has obtained her Master’s Certification through CMPIC and became a Configuration Management Subject Matter Expert in 2017. Supporting various Advance Development Programs, she has had the opportunity to lead Configuration Management on developmental programs as well as work on sustainment efforts to help support the war fighter. As a Skunk, Cynthia also obtained certifications in Root Cause Analysis and process improvement, giving her a unique perspective and approach to configuration management solutions. She holds a Bachelor in Fine Arts from California Institute of the Arts as well as an Associate’s Degree in Social Sciences from College of the Canyons. Her goal with her presentation is to help bring cohesion and forward thinking to Configuration Management teams though better communication and comprehension of generational strengths.

"Generational Communication: How to Bridge The Gap in CM"

According to company executives, cross generation communication is one of the most arduous issue in the workplace. Care to dispel some of those issues and learn about solutions to this problem? This presentation will analyze Generational Communication gaps, solutions, and its application to Configuration Management.


NASA Goddard Space Flight Center - Shelley Rice

Shelley Rice is a Configuration Management Professional with over 18 years of experience supporting Information systems in both the commercial and government sectors. She is currently senior configuration manager with ASRC Federal (Inutiq) at NASA Goddard Space Flight Center providing support for NASA’s Earth Observing System Data and Information System (EOSDIS) Science Operations, which are managed by the Earth Science Data and Information System (ESDIS) Project and is a key core capability in NASA’s Earth Science Data Systems Program.

Shelley studied toward a BBA in Business Administration at Temple University, continuing at University of Maryland University College. She has her CMPIC Master's certification. Shelley enjoys mothering 2 athletic teenagers, crafting, and planning events. Her attention to detail, effective communication as well as skill with establishing and following procedures led to incorporating Sincerely Planned, LLC. Through this endeavor, Shelley works with personal, corporate and non-profits to plan, consult and create memorable products and moments.

"To Meet or Not To Meet: Physical vs. Virtual Configuration Control Board meeting"

Does your organization process change control through a physical Configuration Control Board (CCB) meeting? Have you considered streamlining your process to a virtual CCB utilizing your CM tool to capture technical comments and key decision points in lieu of a physical meeting?

This presentation will define the CCB, discuss its functions and members. We will look into traditional processes of managing change control via the CCB meeting and advanced practices utilizing enhanced product tools and technologies. We’ll step through a summary of the feedback from the community of CM professionals at NASA Goddard Space Flight Center of best practices and the top 5 pros and cons for both facilitating a physical CCB and managing stakeholder approvals in a virtual environment. Attendees will come away with current industry strategies to determine if process for managing change control and approvals can be streamlined within their local work environments.


Northrop Grumman - Shari Councell

After working in an apple orchard and waiting tables, Shari joined the Air Force in 1988. She became an Airborne Surveillance Technician on AWACS, served in the first Gulf War and completed 6 years active duty. Her other work experiences consist of 8 years with the U.S. Postal service before rejoining the defense industry in 2003 with Northrop Grumman. She has worked as a CM Analyst with Craig Technologies at Kennedy Space Center, and also performed CDM consulting for AAR Cargo and Abacus Technology. Her CM recognitions consist of CMPIC SME Certification, NDIA Manager Certification, NDIA Board of Director’s Industry CM Chair, and is a member of the SSTC G33 Committee. When Shari first learned about CM, she knew it was for her because it encompasses the most important skills she had learned throughout her career; the importance of following procedures, good communication and attention to detail. Shari believes that CM is a misunderstood field and therefore, underutilized and undervalued. She hopes to one day teach CM at the university level, so that engineers, project managers, and business leaders alike will be able to effectively implement principles to better serve their needs for organizing, managing changes and eliminating lost time due to unnecessary work.

"Selling CM and Getting Management to Buy It"

In order for CM to be most effective, it takes buy-in, particularly with management because they are ultimately responsible for ensuring and enforcing that processes are followed. In my presentation, I will discuss some common problems with getting management to buy-in to the CM process. Then, I will address some CM solutions for addressing these problems and how to get management on board with recognizing the significance and added value of CM.

Common Management problems:
Management’s perception of CM: Too costly, time consuming, complicated, and doesn’t apply to our work
Management’s lack of knowledge - "The way we’ve always done it"
Management’s time constraints: Get the job done; No time to change things now
Management’s pride: They already know all they need to know; No tolerance for a lower grade applying teachings towards them

CM solutions:
Communication: Provide some examples of CM language versus management language; Provide some examples of how to tactfully discuss CM, so as to not trigger an defensive reaction
Process: Implementation, Management, Improvement
Education: Change perceptions with references to military & industry standards and checklists; Provide examples of real life before CM and after CM scenarios; Lead by example: Instead of asking manager’s to learn CM, learn management problems first, then demonstrate how CM addresses and resolves these problems


Steve Easterbrook, CMPIC LLC

Steve Easterbrook is the president of CMPIC LLC. Steve began his CM career as a contractor CM analyst, a government employee CM specialist and a commercial CM manager. Following that, he spent 15 years as a CM educator, assessor, and consultant. In 2008 Steve founded CMPIC LLC. He is the principle author of CMPIC Certification course materials, as well as a lead instructor.

Steve is a sought after CM expert and has taught over 6000+ students CM principles and implementation techniques. Steve has also lectured to, and/or consulted with, thousands of individuals from hundreds of organizations on CM process improvement. Steve has briefed organizations such as Dell, Toro, Bose, Medtronic, St. Jude, Seagate, Starbucks, Whirlpool, Boeing, Airbus, Microsoft, Ford, Honda, CISCO, AMD, GE, BAE Systems, Rolls-Royce, General Dynamics, Babcock & Wilcox, NATO, DOJ, DOE, FAA, NASA, NSA, Navy, Army, Air Force, Marines, Los Alamos and hundreds more.

As a CM Auditor/Assessor, Steve has conducted CM audits/assessments for the NASA International Space Station Program, US Customs, DOJ, FAA, Seagate, as well as many other commercial and government organizations.

Steve has spoken either as keynote or general session at various conferences such as the CM Trends Conference, NSA, Auto-trol Users Group, GEIA conference, CMII conferences, Gfkm Germany, USPS, USAF AOC, ACDM, NATO, Airbus and others. Steve also had the honor of being selected to speak to the FAA as part of its FAA’s Distinguished Lecturer series.

Publications- Steve has also written various articles for CM Crossroads, ICM’s News and Views, the ACDM Journal, the University of Tennessee Management Development Center Newsletter and more. He is also the manager of the LinkedIn CM specialty group called “CM Trends”.

Associations- Steve is a former President of the Association of Configuration and Data Management (ACDM) and former ACDM Governor. He is also a member of SAE International and American Society for Quality (ASQ).

Education- B.S Cornell University, M.B.A from Bryant University, CMPIC Masters Certification, CMPIC SME Designation, CMPIC Assessor Certification, CMII Certification, and more.

"CM Terminology Issues"


SAIC - Mark Chapman

Mark Chapman started with SAIC 2013. Mark is a senior configuration manager with SAIC in Charleston, SC supporting U. S. Navy and Marine Corps programs. He serves as a Special Program Administrator to the Space and Naval Warfare (SPAWAR) Systems Center Atlantic with a strong focus on Product Lifecycle Management (PLM) tools, policy compliance, program planning, user training, and business development. He oversees the efforts of Configuration Management (CM) analysts to ensure accountability for U. S. Government programs, communicating requirements and providing training to all levels of program staff.

Other jobs held at SAIC. An early advocate of CM with an extensive background in naval electronic communications, training development and delivery systems, Mark has a unique perspective in the comprehensive application of configuration management principles within engineering and logistics disciplines. The user training materials he has developed and made readily available to the community are customized to present useful knowledge and job skills to a wide variety of audiences.

SAIC is a premier technology integrator providing full life cycle services and solutions in the technical, engineering, intelligence, and enterprise information technology markets. SAIC is Redefining Ingenuity through its deep customer and domain knowledge to enable the delivery of systems engineering and integration offerings for large, complex projects. SAIC’s approximately 15,000 employees are driven by integrity and mission focus to serve customers in the U.S. federal government. Headquartered in McLean, Virginia, SAIC has annual revenues of approximately $4.3 billion. For more information, visit

"Training: Tools and Tutoring"

Training the magic of configuration management and associated tools becomes more and more important as tools get more complicated and updated with new capabilities. In the fast paced market we have today, systems and products are realizing the importance of configuration management. We strive to produce better products that require more teamwork and knowledge of the requirements that drive the production of the final products. Companies fail when they believe that online training or emailing a process to read and sign, even when well produced, is always the best way to train employees. This approach fails because management feels that training people costs dollars and takes people away from their normal work. I will present some of the types and methods of training that have worked for me and built a stronger team through the how and whys of configuration management.


Sikorsky Global Helicopters - Ken Wallace

Ken is currently working as a Configuration Manager at Sikorsky Global Helicopters in Coatesville PA. This division produces civilian helicopters (S92A and S76D) for worldwide customers including the US Presidential Helicopter. He runs several CRB’s, CCB’s, and status meetings to keep internal and external customers up to date. Before that, Ken worked at DRS Technologies (Defense Contractor) in Horsham PA for 10 years as a CM Manager where he supported a host of different products including land and ship based radar systems, communications equipment, etc. Key player in going from a paper based Change form to a commercial PLM tool. He trained hundreds of employees in the use of the PLM tool at multiple locations. Ken also worked at Smith’s Aerospace in Malvern PA (Communications Equipment) for 2 years as a CM Manager. The main focus was FAA documentation, running the CCB and product configuration. Previously working at Southo Inc. in Concordville PA (Commercial Fasteners) 8 years as a CM Manager. This involved oversight of CM in 5 different facilities, one of which was overseas. Ken's interests include: Family, Gardening, Oval Track Car racing (dirt/asphalt).

"Mind the Gap"

In the London subway system, “Mind the GAP” is the warning used to keep people from stepping into the small gap between the train and platform when the subway doors open. In the business world, we need to “mind the gap”, or watch out for those hazards as well, such as gaps in communication, taking shortcuts, not following policy/procedure, etc., that can harm us in our jobs. Some of these gaps can be caused by a change in roles and responsibilities, when a company expands, contracts, or changes processes or tools.This presentation will be hitting on a few areas where there are gaps, some of which overlap with others:

Gaps in Processes: Do you routinely follow a set process for normal actions, but when something gets hot, you do something else?
Gaps in Knowledge: Have to ever moved to a new job and weren’t made aware of everything that needed to be done?
Gaps in Training: Have you fully trained those under you, or offered training? Have you been trained on everything needed to do your job, such as tools, PLM system, etc.?
Gaps in Consistency: Do you do follow written processes all the time?
Gaps in Communication: Do you and others communicate clearly and accurately?


US Military Entrance Processing Command - Reginald Hughes

Reginald (Reggie) Hughes has 27 years of experience supporting Information systems in both the commercial and government sectors. Reggie is currently serving as the Software Change Manager for the United States Military Entrance Processing Command (USMEPCOM) with a focus on ITIL’ s Continual Service Improvement. At USMEPCOM, he has also served as the IT Configuration Manager and as a Service Desk technician. Prior to USMEPCOM, Reggie worked for Homeland Security Solutions, Inc. and the Fleet Readiness Center Southwest in San Diego, California.

Reggie is also a 20-year veteran of the United States Navy. During his service in the USN, Reggie was responsible for managing sailors and the maintenance and upkeep of several Command, Control, Communications, Computers, and Intelligence (C4I) systems. Reggie is a member of the membership committee for the Association of Change Management Professionals (ACMP).

Mr. Hughes received his BS in Computer Information Systems, MA in Human Resource Management and MS in Management Information Systems from National University in San Diego, CA. He presently holds a CMPIC Masters certification and several certifications in ITIL. He and his family currently reside in Great Lakes, Illinois.

"Change Management: Why should it matter?"

Too often management and developers merge Change Management and Configuration Management. Having similar acronyms, CM, does not help. This presentation will define Change Management's role in the Software/System Design Life Cycle (SDLC) as an integral process and CMPIC pillar of Configuration Management.

The presentation will continue to explain the importance of strong Change Management. Without Change Management, chaos ensues. What happens to all stakeholders and SDLC participants when Change Management is weak? Be ready to come out of this presentation as a believer in ChM.


Value Transformations LLC - Kim L. Robertson & Jon M. Quigley

Kim Robertson holds an NDIA-CCDM certificate and member of the SAE G-33 committee. He is a CM professional, consultant and trainer with over 30 years of experience. He has an advanced degree in operational management, a regular contributor to CMTrends and the co-author of Configuration Management: Theory Practice and Application with Jon M. Quigley. He can be reached via LinkedIn or via e-mail at

Jon M. Quigley has been involved in embedded product development and product management for nearly 30 years, which includes understanding and managing the software development (including testing) and release to production iterations along with the myriad of associated parameters for configuring the product to meet a variety of technical and customer adaptations. He has multiple master degrees, and globally recognized certification as well as written many magazine and blog posts on these topics. He can be reached on LinkedIn and via email at

"Managing Configurations: How Did We Get Here and Where In The Heck Are We Headed?"

Eleven key technologies have played a significant role in developing current Configuration Management thinking as expressed in EIA-649’s five elements. This presentation explores the oldest historical evidence of each of these technologies. It then discusses three emerging technologies and how each impacts Management of Configurations. It concludes with how Configuration Management standards are currently evolving as well as how they need to proactively evolve in the future.


VENCORE - Alejandra Sudbury

Alejandra is the Configuration Manager for Ship Integration in Program Executive Office (PEO) C4I Command and Control Systems Program Office (PMW 760) as well as Cyber Baseline Support for Space and Naval Warfare Systems (SPAWAR ) Fleet Readiness Doctoriate (FRD) 100. Her current objectives include establishing CM processes, and developing new practices to ensure that they support and track detailed ship configuration from the planning phases through installation. In addition, she is working on testing new capability in the C4I Advanced Planning Suite (CAPS) which ingests program and system baseline configuration to develop enterprise baselines. Formerly she has held positions managing configurations for Maritime Command and Control (MarC2) within PMW 150, for Pratt & Whitney AeroPower specializing in military engines, and was part of an installation team for Systems Center Pacific, transitioning the Navy and U.S. Marine Corps from Legacy to a modernized maintenance management system, titled Optimized Organizational Maintenance Activity (OOMA). Alejandra received her CMPIC CM SME certification in 2014 and is a Navy Veteran, holding an MBA emphasizing in Program Management, and a BA in Accounting.

"The Future of Platform Configuration Management"

Platform Configuration Management historically has been tracked at the Hardware and Software top level System Variant with little to no detail of the makeup of those builds. With the growing need to protect our military against Cyber-attacks, knowing the detailed information of those System Variants is critical to not only protect our military against those threats but respond effectively to and recover from cyber incidents.

This presentation will explore the history of traditional Platform Baseline Management where change requests are the center of the CM universe and the need to shift to Baseline Management in order to integrate security-minded rigor into the Life Cycle Management process as a whole by documenting our true As-Installed configuration on Navy platforms in an Agile environment.


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