AGENDA

Day One — Tuesday, November 13 (2:30-3:20 PM)

"How to Coast through ISO Certification"

By Marsha Kitter — Manager-Finance & Technology, CDB Corporation 339114: Dental Equipment and Supplies Manufacturing (Medical Device Manufacturing)

On The Plant Floor, Optimizing Production and Operations Track:
If you’re anything like my manufacturing company, you need to calibrate measuring equipment with standards traceable to NIST, document equipment and maintenance schedules, monitor lot traceability and labeling, manage staff training, qualifications, and more. CDB* continues to make significant business process improvement from plant floor operations to increasing profit on the bottom line. For example, we’ve reduced employee time and paper – not to mention our carbon footprint – with emailed order confirmations, packing lists, invoices and statements. Easy to customize screens and reports in our business management software helped deliver immediate production feedback to us with quality inspection reports. Maintaining ISO Certification has never been easier.

Takeaways from this session:

• Hear process improvement strategy for a beefier bottom line
• See specific tactics for improved production feedback
• Learn how to make the strictest ISO Certification easy

Speaker Bio:
Marsha Kitter has managed Finance & Technology for over 20 years at CDB Corporation, a global private label manufacturer. Based in Leland, NC, CDB is a leader in the design, development and production of medical devices. Their state-of-the-art manufacturing and packaging facility surpasses the highest industry quality control standards. CDB is in compliance with ISO 13485 (ISO 9001+medical), FDA (USA), PAL (Japan), and CE (Europe). In her spare time, Marsha is active with Girl Scouts – North Carolina Coastal Pines, an organization changing the world by igniting young women’s interest in outdoor experiences and careers in science, technology, engineering and math (STEM). Marsha believes in the power of every G.I.R.L. (Go-getter, Innovator, Risk-taker, Leader)™.

*CDB Corporation is a global private label manufacturer, a leader in the design, development and production evolution of aesthetic orthodontic brackets. Our North Carolina-based state-of-the-art manufacturing and packaging facility surpasses the highest industry quality control standards. CDB is in compliance with ISO 13485 (ISO 9001+medical), FDA (USA), PAL (Japan), and CE (Europe).

Co-presenter: Wally Tonra, xTuple
Wally Tonra is a problem-solver, plain and simple. He’s worked with enterprise-level business management services since the mid-1990s and has been VP of sales at xTuple since 2007. After decades of dealing with vendor-centric, proprietary enterprise software, Wally’s move to open source xTuple – a Mac-friendly, manufacturing-focused enterprise resource planning (ERP) company – was a natural evolution. Prior to xTuple, Wally spent his early career at JD Edwards (acquired by Peoplesoft and then Oracle), Daly.commerce (formerly Daly and Wolcott), hardware supplier XL/Datacomp and storage vendor EMC. Wally holds a B.S. from Boston College, where the Mac fanaticism all began.

Day One — Tuesday, November 13 (3:30-5:00 PM)

Vendor Show and Reception

Day Two — Wednesday, November 14 (7:30-8:30 AM)

“What’s New in ERP? Business on the Web”

Breakfast Roundtable:
Join this rapid-fire roundtable to learn how to be 10x more productive, automate your sales and customer service, and sell more than ever. Learn to fish where the fish are.

Co-Moderators: Wally Tonra (VP Sales) & Missy Schmidt (VP Marketing)
xTuple’s sales and marketing team is passionate about launching successful Web projects — from online retailers and distributors to manufacturers big and small — to improve customer conversions (and bottom line profits!). xTupleCommerce is a revolutionary B2B eCommerce Web Portal — integrated with open source xTuple Enterprise Resource Planning (ERP) — to solve productivity and customer relationship issues for every business type and size.

Day Two — Wednesday, November 14 (9:50-10:40 AM)

"Manufacturers Talk Open Source Technology for Improved Processes, Quality and Bottom Line"

Manufacturers Panel:
North Carolina manufacturers from a myriad of industry verticals discuss the pros and cons [such as quality, security, flexibility, affordability, innovation] of open source technology business management solutions, i.e., ERP, MRP, CRM, Sales & Service Web Portal, Accounting, and more.

Moderator: Wally Tonra

Gary Hartnett — president and senior consultant at Sunset Solutions, Inc.
Based in Raleigh-Durham, North Carolina, Gary specializes in open source ERP (enterprise resource planning) implementations, integrations and software development. Gary is a graduate of the University of Virginia with a Master's Degree in Management Information Systems. Gary currently supports Red Wolf, an ISO9001:2008 certified contract manufacturer based in Sanford, North Carolina. Red Wolf’s manufacturing experience is concentrated in assembly, test, machining & fabrication and material/inventory management. Red Wolf is a company that believes in leveraging technology, and their first investment was in a fully functional ERP system.

Phil McIntosh — president of Friendly Systems
Based in Atlanta, Georgia, and Asheville, North Carolina, Phil is a long-standing xTuple Solution Provider, awarded Elite Partner status in 2014, delivering business system (Accounting, ERP, CRM) consulting, customization and implementation resources to manufacturers and their distributors. xTuple Partner of the Year — Dan Means Memorial Award distinction was presented to Phil McIntosh in 2016.

Jim McCluskey — senior consultant with xTuple
Jim's career in manufacturing organizations spans the support of both accounting and informational technologies functions, including implementing and working with a multitude of ERP systems, including ASK/MANMAN, Oracle, Visual Manufacturing, and Sage (MAS 200). He earned a B.S.B.A. in Accounting from Boston's Northeastern University, a B.S. in Information Technology from the DeVry Institute, and a M.B.A. from Babson College in Wellesley, Massachusetts, near Boston. Jim is based in Myrtle Beach, South Carolina, and currently works as a senior consultant with xTuple's professional services team after consulting as an Elite Partner for three years and an xTuple champion and customer for five years with medical garment manufacturer The Marena Group.

Marsha Kitter — manager of finance and technology at CDB Corporation