October Meeting
Thursday the 1st
Renaissance Richardson Hotel

Supply Chain Management

Meeting 12:00pm - 1:30pm
Registration begins at 11:30pm

Six Sigma and Supply Chain Management
Kennan Ramanathan, PhD, University of Texas at Dallas

Objectives“Lean” and “Six Sigma” are frequently heard buzzwords in our modern business environment.  These concepts are being applied to an increasing number of functions in managing an organization.  What exactly do these terms mean?  How are they relevant to Supply Chain Management?  In this presentation, Kennan will discuss:

  • The evolution of Lean and Six Sigma concepts
  • The increasing focus on Supply Chain Management
  • How the audit function can leverage Lean and Six Sigma concepts to contribute to organizational efficiency and effectiveness

Kennan Ramanathan studied Economics and Management in India.  After receiving his MBA, he worked for airlines in India, East Africa, and the Middle East.

He left the airline industry after 12 years to come to the United States and receive a Ph.D. in Business Management from the University of Illinois at Urbana Champaign.  He then joined General Electric, where he focused on applying and teaching Six Sigma at various GE businesses.

As of last year, he is with the University of Texas at Dallas as Associate Director for the Center for Intelligent Supply Networks.  At the University of Texas at Dallas School of Management, he teaches Lean Six Sigma, Operations Management, and Spreadsheet Modeling.

1 Hour Continuing Education

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CAST Meeting 10:30am - 11:30am
Registration begins at 10:00am

Root Cause Analysis
Priya Sarjoo, Grant Thornton LP

Objectives:  Root cause analysis (RCA) is a class of problem solving methods aimed at identifying the root causes of problems or events.  The practice of RCA is predicated on the belief that problems are best solved by attempting to correct or eliminate root causes, as opposed to merely addressing the immediately obvious symptoms.   By directing corrective measures at root causes, the likelihood of problem recurrence is minimized. In this CAST session, participants will learn more about the process of root cause analysis and the techniques and tools to identify root causes of events or problems.

Priya Sarjoo is a Director in the Advisory Services practice at Grant Thorton. She joined Grant Thornton in 2001, having previously worked in the private sector in the wholesale assembly and distribution and hospitality industries.  With more than 15 years of experience in accounting, internal controls, and business process improvement, Priya has assisted companies with operational improvements and developing appropriate internal controls to manage their risks.  Priya has an MBA (with distinction) from the Stern School of Business, New York University, New York, and a BA from Fordham University, New York.

1 Hour Continuing Education

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Pre-Meeting 10:30am - 11:30am
Registration begins at 10:00am

Auditing for Value in the Procure to Pay Cycle
Clint McPherson and Terry Hartzog, Protiviti Inc.

Objectives:  During this session, the presenters will provide an overview of the primary processes within the procure to pay cycle and discuss key areas of focus, including various tactics and usage of CAAT’s/data analytics, as part of the internal audit process.  The objective of these tools is to provide greater assurance on the effectiveness of management controls while also enhancing the potential for internal audit to identify cost savings and/or process improvements within the organization.

Clint McPherson is a founding Managing Director in the Protiviti Dallas/Ft. Worth office with over 19 years experience in internal audit, business operations, and information technology.  Clint serves as the Southwest Regional Leader for Protiviti’s Sarbanes-Oxley practice and as co-leader of Protiviti’s Internal Audit practice for the Dallas office.  Clint has extensive experience in the areas of internal audit, IT audit, corporate governance, operational assessments, and process improvement.

Clint received his BBA in Finance from the University of Oklahoma.  He is also a Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), Certified Lean Six Sigma Green Belt, Project Management Professional (PMP), and is accredited in Quality Assessment by the IIA.

Terry Hartzog is an Associate Director with Protiviti with over 10 years of experience providing internal audit assurance and consultative services to a variety of companies across many industries.  Terry's experience includes audit shop formation and risk assessment as well as oversight and execution of audit projects.

Terry earned his BBA in Accounting and Information Systems from Texas A&M University.  He is a Certified Internal Auditor (CIA), Accredited in Quality Assessment/Validation and is also a Certified Public Accountant (CPA).  Terry currently serves as the President of the Fort Worth chapter of the IIA.

1 Hour Continuing Education

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Post-Meeting 1:30pm - 2:30pm

Supply Chain Risks
Jason Carter and Tim Gaylord, PriceWaterhouseCoopers, LLP

Objectives:  Supply Chains, with pressures such as product recalls, are now under severe economic stress and more vulnerable to disruptions.  Supply chain disruptions cause serious damage to profitability, shareholder value, and reputation.  A few suppliers make the biggest difference to the bottom line and brand.  These critical relationships must be recognized and nurtured.  Companies should analyze critical suppliers’ financial and operational metrics to develop leading risk indicators and identify/prevent potential disruptions. Participants will learn how to develop relationships with suppliers and monitor the relationships that companies have with suppliers.

Jason Carter has over 3 years experience with PwC LLP, where he has assisted companies improve their supply chain and manage their risk.  His work has spanned many industries including publishing, telecom, pharma, and energy.  Through his efforts, he has helped clients identify supply chain strategies that are aligned to corporate goals and facilitated the development of roadmaps and business cases to empower supply chain management to achieve their objectives.  Additionally, he has assisted clients with their outsourcing decisions by providing benefit analysis during the negotiations of contract terms.  Jason has also helped distribution teams identify and quantify efficiency improvement and cost reduction initiatives.  Throughout these efforts, Jason has guided companies to recognize the potential pitfalls involved in their supply chain decision and has helped them understand and mitigate their risk exposure.

Tim Gaylord is a Manager in PwC's Advisory practice in North Texas.  In his five years with PricewaterhouseCoopers, Tim has focused on merger integration and operations effectiveness in the industrial products, consumer products, and retail industries.  He has experience assessing and applying best practices in supply chain and supply chain risk management, manufacturing, management reporting, information technology, and lean principles.

1 Hour Continuing Education

Make your Reservation On line!


Meeting Location

Renaissance Richardson Hotel,
900 East Lookout Drive, Richardson, Texas 75082


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