Earn up to 15.0 CPD Hours during EFO's Fall CPD Conference!

Thursday, November 6, 2014

7:30-8:30 a.m.

Registration

8:30–10:30 a.m. (2.0 CPD Hours)

Use Your Ethics Toolbox to Evaluate Real Engineering Cases

Bill Lhota, P.E., P.S., Ross Leadership Institute

Receive quality instruction on engineering ethics and debate real life cases heard by the NSPE Board of Ethical Review.

Participants will learn: 

• Three basic ethical obligations.  
• Seven principles impacting each obligation.  
• How to address a conflict of interest.  
• Tools at your disposal:  Ohio law, codes of ethics.  
• Compliance vs. ethics.

Bill Lhota teaches business and engineering ethics.  He is a labor arbitrator for the Federal Mediation and Conciliation Service and the American Arbitration Association and a founder and lecturer for the Ross Leadership Institute.  

10:45–11:45 a.m. (1.0 CPD Hour)

Responding to the Board’s Ethics Investigation

Allen Rutz, J.D., P.E., Partner, Vorys, Columbus

What do you do when you or your company are the subject of a State Board ethics investigation?

Participants will learn: 

• The process from initial investigation through final appeal.  
• The rights and responsibilities of the accused engineer.  
• Potential penalties and settlement considerations.  
• Pointers for mitigating ethics violations.

Allen Rutz counsels engineering companies facing investigations and ethics charges by the State Board.  His practice focuses on construction arbitration and litigation, products liability and commercial litigation, as well as A/E professional liability.

12:15-1:45 p.m. (1.5 CPD Hours, Box Lunch Included)

Your Ohio COA:  A Tool Requiring Serious Responsibility

John Greenhalge, M.B.A., Executive Director, State Board of Registration

Participants will learn: 

• Ohio’s Certificate of Authorization (COA) requirement.  
• Responsibilities associated with obtaining a COA.  
• Expectations of the person in responsible charge.  
• How the State Board audits companies to ensure that they comply with Ohio law.  
• Common problems and misconceptions.

John Greenhalge is the executive director of the State Board of Registration for Professional Engineers & Surveyors as well as a member of the Ohio Investigator’s Association.

2:00–3:00 p.m. (1.0 CPD Hour)

Standards of Liability for Design Professionals in Ohio

Allen Rutz, J.D., P.E., Partner, Vorys, Columbus

Design professionals in Ohio are frequent targets of lawsuits when things go wrong on a project.  

Participants will learn:

• Standards for civil liability of engineers in Ohio under negligence and contract theories.  
• What is required to prove the design professional’s liability.  
• The role of professional licensing.  
• Claims by third-party contractors against the design professional.  
• Calculating damages and the Economic Loss Rule.  
• Statutes of limitations.  
• Methods for limiting liability.

3:15–4:15 p.m. (1.0 CPD Hour)

Key Legal Concepts for Ohio Engineers

Doug Shevelow, J.D., P.E., Partner, Bricker & Eckler, LLP

Learn key legal concepts in Ohio law affecting engineering business and participation in construction projects.

Participants will learn: 

• Provisions in construction contracts, including termination clauses, liability limitations and indemnity provisions.

Doug Shevelow is a partner in Bricker & Eckler’s construction group and the energy, public utilities and environmental group. 

4:30–5:30 p.m. (1.0 CPD Hour)

The U.S. Economy for Engineers

Jim Saling, CIMA, CPWA, President, Saling Simms Associates, Inc.

Engineering firms’ revenue often depends on the current state of economic activity.  Find out the best and worst of economic opportunities and threats.

Participants will learn: 

• The economic landscape.  
• New positions of the Federal Reserve.  
• What should be done about long term threats to the economy.  
• Economic updates on energy, manufacturing wages, employment and the GDP.

Jim Saling is an economist, president of the independent registered investment advisor, Saling Simms Associates, and a registered principal with Raymond James Financial Services.

5:30 p.m.

Recess Until Friday Morning

Evaluation & Certificates of Completion  (One-Day Registrants Only)

Friday, November 7, 2014

7:30–8:30 a.m.

Registration

8:30–11:30 a.m. (3.0 CPD Hours)

Change Management:  Making Change Work for Your Engineering Business

Raymond M. Waite, Jr., M.S., Senior Manager, IBM

Learn what type of project manager you are:  Executor, Problem Solver or Change Agent.  This interactive workshop will count toward 3 hours of credit for training towards PMP certificate application or renewal certification training.

Participants will learn: 

• Why Change Agents will be the project managers of the future.  
• Why managing change is critical for your project’s survival.  
• How to become the Change Agent for your organization.  
• 6 tips to make you succeed as a Change Agent.

Ray Waite has a broad range of experience as a development manager, project manager and engineer.  He holds a certificate in project management from the Project Management Institute.  

11:45 a.m.–1:00 p.m. (1.0 CPD Hour, Box Lunch Included)

Engineering Leadership Fundamentals

David Bayless, Ph.D., P.E., Director, Robe Leadership Institute, Ohio University

Participants will learn: 

• Comparing varied leadership styles.  
• Practical applications.  

Dr. David Bayless is the director of the Robe Leadership Institute and the founding director of the American Society for Engineering Education’s Division for Engineering Leadership Development.  

1:15–2:45 p.m. (1.5 CPD Hours)

Making Engineering Projects Work: The Five Crucial Conversations for Your Communication Toolbox

AJ Righter, M.S., Consultant & Trainer, Southam Consulting

Up to 91% of projects come in past deadline, over budget or don’t meet the requirements. A VitalSmarts study reveals that the quality of 5 specific conversations is responsible for the failure rate. 

Participants will learn: 

• The 5 crucial conversations that contribute to project failure for engineers.  
• Skills to hold these conversations well and get better results.

AJ Righter designs and leads training for professionals on culture change, influence, accountability, etc.  Previously he worked with engineers in the U.S. EPA to improve their project relevance and delivery.  He has an M.S. in organizational communication with an emphasis in research design and statistics.

3:00–5:00 p.m. (2.0 CPD Hours)

Developing the Engineering Leader Within You

Brad Self, Director, Learning & Development, Clark Schaefer Hackett

Participants will learn: 

• Developing the engineering leader within you.
• Leadership behavior.
• Why we need to grow as leaders.
• The law of influence.
• 5 levels of leadership.
• The law of connections.
• Listening skills.
• What do you value?

Brad Self has more than 25 years of experience in a wide range of HR areas.  With an M.S. in executive leadership and organizational change, Self is a Certified Project Manager (CPM) and he holds a senior human resource certification.

5:00 p.m.

Evaluation, Certificates of Completion & Adjournment