PRODUCT SAFETY & COMPLIANCE SEMINAR Ap r i l 23-25 , 2018

PRODUCT LIABILITY SEMINAR Ap r i l 26 , 2018LINCOLNSHIRE, ILLINOIS

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T

he Product Safety & Compliance Seminar

is the only place for professionals in the

off-road equipment industry to learn the building

blocks of an effective product safety program.

The seminar includes updates on standards and

regulations, proven industry practices for risk

assessment, and best practices shared among

industry peers. Attendees will walk away with

key tools to face current and future challenges.

Our company has saved money from just being here. If you’re thinking this is a high investment to take two people out of work, it’s worth it in the end. Safety is important.

— Brian Peek, Thompson Pump and Manufacturing ”“

There’s really nowhere else where you can get the wide variety of information that’s available here. You’d be going to 30 different seminars throughout the year to get all these different topics covered.

— Dan Gordon, Tigercat Industries ”“

Not only were the sessions fantastic, but in between sessions I was very impressed with the amount of networking that was occurring across OEMs. I think that’s one of the most valuable things you can take away from one of these seminars.

— Jena Holtberg-Benge, Deere & Company

“”

Product Safety & Compliance Seminar

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Networking RoundtablesLooking for specific information or to discuss best practices? Many technical experts will be at the seminar and want to share their insights and ideas. Join an informal roundtable discussion and jump start your network.

Potential Topics: Chemical Regulation Compliance, Technical Manuals, Decals & Translations, Effective Product Design, Risk Assessment Challenges, Standard & Regulation Compliance, Small Company Product Safety, Product Safety Training for User.

Building a Product Safety ProgramDay 1 – Fundamental Principles

The first day explores the “Fundamental Principles” underlying common Product Safety and Compliance decisions.

Industry experts will present and lead group exercises. Topics include: Accidents, The Risk Reduction Cycle, Processes for

Current Products, Product Updates, Safety Information, and Governance Considerations. Presenters will field questions during the final panel discussion on Tuesday. This session is designed for new participants but all past attendees are welcome.

Functional Safety of Machinery Agricultural, earthmoving and construction machinery increasingly depend on advanced electronic controls systems. Because it is important to protect workers and the public from potential new dangers in these environments, unexpected results of failure of one or more control system components must be considered. Functional Safety is the discipline created to address this complex issue, covering safety related control systems of all energy types on some types of machines.

This session will cover the general concepts, terms, and evolving ISO standards including the differences for earthmoving, agricultural, and general construction machinery. It will also cover creating a safety case and system analysis based on ISO 25119 for tractors, ISO 13849 for construction and ISO 19014 series for earthmoving, to protect users and support company efforts to prevent hazards. The session will conclude with a panel Q&A.

Monday, April 23Product Safety & Compliance Seminar

1:00 – 4:00pm

12:30 – 5:00pm

12:30 – 5:00pm

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Registration & InformationLocationChicago Marriott Lincolnshire Resort10 Marriott DriveLincolnshire, IL 60069

Call 847-634-0100 and reference AEM 2018 Product Safety, Compliance & Liability Conference to receive the $161 group room rate. This rate is good through April 2, 2018, or when the block is full.

Getting ThereWe recommend flying into Chicago O’Hare International Airport (ORD). Windy City Transportation is a convenient choice to transfer to and from ORD Airport, located approximately 18 miles or 30 minutes from the hotel.

ParkingComplimentary parking is available.

Who Should AttendEmployees of AEM member companies and their designated outside service professionals. The seminar targets company management, product safety and quality managers, design engineers, technical writers, research and development personnel as well as training, service and communication professionals involved in product support.

Registration HoursMonday, April 23: 10:00AM - 6:30PM

(Registration will be open during the Welcome Reception)

Tuesday, April 24: 7:00AM - 4:30PM

Wednesday, April 25: 7:00AM - 4:30PM

Thursday, April 26: 7:00AM - 4:00PM

Registration FeesProduct Safety & Compliance $702 Advance AEM members registering

by March 23, 2018

$775 AEM members registering after March 23, 2018

$1,095 Non-member registrations (subject to AEM approval)

$180 Spouse/Guest

Product Liability $296 AEM members

$659 Non-members

Registration QuestionsIf you have questions regarding your registration or have special requirements in order to fully participate in the conference, please contact Carla Mann at 414-298-4162 or cmann@aem.org.

Changes/Cancellations/SubstitutionsYou may manage your changes, additions and substitutions through your online registration confirmation. All cancellation requests must be made in writing to Carla Mann at cmann@aem.org. A $95 processing fee will be charged for all cancellations through Wednesday, April 11, 2018. Substitutions can be made at any time.

RefundsNo refunds for registrations will be allowed after Wednesday, April 11, 2018.

Register now at www.aem.org/safetyseminar

Networking NightTuesday, April 24, 2018 | 5:30 - 8:30PM

Join us for our Networking night at the Chicago Lincolnshire Marriott Resort! Enjoy drinks, heavy appetizers, and networking fun with your peers. Dress is casual. More details will be provided at a later date.

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Tuesday, April 24

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Product Safety & Compliance Seminar

Choosing Right Words: Do’s and Don’ts in Documents, Correspondence and ManualsGain insights into key aspects of and considerations in the drafting of technical publications. While focused on technical publications, the presenters will give valuable attention to the importance of other publications and departments being in line with technical publications. Attendees will learn from both the in-house technical publications experience of Mr. York and the litigation experience of Attorney Orton, and gain important takeaways from real-world examples of both effective and problematic publications.

Access to International Markets and Product Certifications – Part 2A continuation of Standards, Regulations and Product Certifications impacting Ag and CE Access to International Markets — Part 1.

Operator Training LMSManufacturers strive to deliver useful information to their customers through various mediums (manuals, websites, social media, etc.). In this session, we will discuss how Bobcat has transitioned to an online platform to deliver training to its customers. We will describe the challenges manufacturers face to deliver useful, effective training content through an online medium.

EU Machinery Directive The European Union Machinery Directive (EUMD) states, “the manufacturer should prepare a technical construction file in order to ascertain conformity with the essential health and safety requirements.” Is your company able to make such a file available upon request? This session will explain what it takes to avoid the “penalties applicable to infringements of this Directive,” and will discuss recent clarifications to the EUMD.

Publication Panel Part 1 – Standards for all Markets: ANSI, ISO, ASABE and SAE There are a growing number of standards that include manual content. ANSI, ISO, ASABE, SAE, and others have all been actively developing and changing standards that affect what you include in your manual along with what you ship with your product. Which standards should you use? How do you keep on top of them? This panel will focus on the issues with the different standards. Can you comply with all? Is the information required or just suggested?

Operator Environment – Noise, Vibration, Dust and AmmoniaThe regulatory focus in many countries is to place limits on assorted operator exposures. Recent focal points are Noise, Vibration, Dust, and Vapors such as Ammonia. A panel of experts who work in different aspects of design and testing for these areas of interest will share their expertise and invite active participation to elevate the understanding, enhance an understanding of the scope, and share anticipated impacts to industrial machinery regulatory environment in these areas.

Standards, Regulations and Product Certifications Impacting Ag and CE Access to International Markets — Part 1 Traditionally, regulations for off-road equipment have centered around the European Union. As more regions improve their infrastructure, address climate change and increase global trade, new requirements are emerging in multiple countries that have been historically unregulated. Regulatory requirements have increased dramatically in the past decade. This session will provide a basic overview of how standards, regulations and certification requirements impact access to various international markets. Attendees will see examples and learn how to stay abreast of developments to take proactive actions to maintain and/or enable global market access.

Small Company Focus: How to Grow Content Management for ManualsWhether growth is internal or acquired, evaluate your product manual development tools to see if they can keep up, or if a better way to manage the assets is needed. This session will look at the transition process to a Content Management System (CMS) to better repurpose content and more effectively manage translations.

Building a Product Safety ProgramDay 2 – Skills Development

The “Fundamental Principles” will be applied during the “Skills Development” session. The second day includes a series of workshops in which participants make key decisions based on

simulated safety and compliance situations that are common during a product life cycle.

Participants will be assigned to a fictional

advisory group and given an organizational role. A simulated incident will be presented and the group will make decisions based on the situation and recommend the company

Publications Panel Part 2 – Q&A This session provides an opportunity to question the panel from Part 1.

Global Trends in Chemical ManagementEquipment manufacturers must comply with a number of product chemical regulations at the state, federal and international level. This session will provide attendees with a comprehensive update on EU REACH, global RoHS and California Proposition 65, as well as introduce lesser-known chemical regulations that may affect your company.

9:45 – 10:45am

9:45 am - 4:30pm

11:00am - noon 1:00 – 2:00pm 2:15 – 3:15pm 3:30 – 4:30pm

8:30 – 9:30am

Keynote:Driving Safety ForwardTorbjörn Holmström, Volvo

Hear from Torbjörn Holmström as he discusses his involvement with driving safety forward at Volvo Group. His roles included Executive Vice President Group Trucks Technology and Chief Technology Officer Volvo Group, President of Volvo 3P (Product Planning, Purchasing & Product Development) and Vice President of Engine Product Development. Holmström led the biggest industrial and technology renewal, through the development of the new Volvo FH, FM, Renault T range and UD Quester. He also led the development of the i-shift.

Mr. Holmström holds an M.Sc. in Mechanical Engineering.

action. The life cycle includes: incident investigation, risk assessment, evaluation, short term and long term product recalls, safety message creation and integration,

product update requirements, product safety and compliance plan development for product update, and approval of updated product for sale.

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2:15 – 3:15pm1:00 – 2:00pm10:30am – noon9:15 – 10:15am

How Does a Small Company Get Started on a Product Safety Program?This session will discuss approaches that can be applied for companies with 5-5000 employees to build or enhance their Product Safety Program. Attendees will learn what to consider when looking at starting or enhancing a company’s Product Safety Program. Learn the methods to prioritize within the program guidelines through building a Product Safety Committee, setting priorities/goals and scheduling meetings. This session features two speakers from different organizations who will contrast the approaches used by their companies.

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Wednesday, April 25

Passive (Active) Safety Technology – Taking the Operator Out of the LoopThis session is intended to discuss “active safety”. Active safety has various definitions but in general it refers to safety that help avoid accidents. However, active safety is increasingly being used to describe systems that use a more advanced understanding of the state of the vehicle to avoid accidents. Examples of these systems include but are not limited to:– Adaptive Cruise Control– Lane Keep Assist – Collision Avoidance Systems– Anti-lock brakes and stability control

Decal Design 101 WorkshopDecals and labels are a manufacturer’s “voice” for conveying safety, instruction-for-use, and brand image on their products. This session will focus on what’s most important in decal design, durable materials, printing methods, digital decals and kits, and smart labeling for today’s manufacturers.

Incident Investigations: Tools and Best PracticesProactive product safety measures can be very effective in minimizing the number and severity of incidents which can occur with a fielded piece of equipment. However, incidents still can and do happen. This session will cover the basic information any product safety professional needs to know for being prepared to address incidents in the field. Starting with the basic tools and advanced technology and methods. This session will provide information on what you need to be ready for when an incident occurs, who needs to be involved with the investigation, and how to go about the investigation onsite.

Future Delivery of Technical Manuals There are new authoring and illustration tools that are being used to develop technical manuals. Delivery is going digital with mobile apps, on-board manual information, quick start cards and innovative interactive devices. This session will discuss in-process collaborative authoring, future pushes towards digitally delivered animations and visual content, and the trends and challenges as technology in each area evolves.

Incident ReportingIncident reporting is more than just alerting someone that an incident has occurred. It is about capturing the story of what took place leading up to and resulting in an equipment failure that has a potentially hazardous outcome. In this section, we will take a look at what sort of information is necessary so that we can understand what transpired before, during, and after an incident. We will also look at some of the challenges of this process, for example; language, cultural differences and how to define an incident. Lastly, it will cover some of the ways to work through these issues.

Translations Panel Q&AHow can you be sure that nothing is lost in translation when you produce multi-lingual content? This session will explore new translation management tools like XTM, ways to reduce translation costs while maintaining quality, and managing transitions across translation suppliers. Our panel of presenters include translation industry experts and technical publications managers who will share their first-hand experience and knowledge. The panel will also take questions from the audience.

Product Safety & Compliance Seminar

Driving Safety Culture through Machine Safety TechnologySafety technologies are not always a quick fix. Too many organizations believe they can implement safety technologies as a shortcut for considering the challenging task of incorporating these products into an organization’s culture. Caterpillar will discuss how they are bridging this gap in helping customers address safety issues like safety culture, ergonomics, worker fatigue and ground worker safety.

Delivering Consistent Safety MessagesConsistent safety messages can improve the end-user’s understanding and help build a unified brand, as well as offer efficiencies through shared content. However, implementing a process to help ensure a consistent safety message can be difficult for several reasons such as resistance to change and revision control. During this session, the speakers will share their perspective on the benefits and challenges that come with creating consistent safety messages and how it’s being implemented company wide.

Block Chain Technology — A Tool to Advance Product Safety & Compliance? The technology can be described as a decentralized transaction ledger system providing simplified authentication, trust, and recording. It has been compared to “Triple Entry Accounting.” Will Block Chain provide secure, authenticated, trusted and verified transfers of information between manufacturer, suppliers and customers? This session will consider potential uses and issues.

Fire InvestigationHow did this happen? Why investigate? Should you hire an investigator? What is a good investigator? Does an investigator need to know the NFPA 1033 standard? What is the NFPA 921 Fire Investigation Guide about? If asked to support an investigation, what should I do? What should I not do? What can I learn from the event? What do I need to do with the documentation that is pulled together? How long should I keep it? what the data is actually reporting.

Big Data and Telematics in Today’s Machines This session offers insights into data machines today and how they are capable of gathering and transmitting information to provide new efficiencies and uptime potentials. Insights into the scope of machine data will be shared. The session will also offer samples of data analytics. The team will discuss some of the key aspects of the use of this data and the critical importance of understanding what the data is actually reporting.

Global Regulations and Standards Development: How Culture Drives Results Today countries are creating regulations on equipment where none had existed. At first, some appear to replicate regulations from other regions. But a close look may reveal significant differences relating to the cultures involved. In the context of Standards and Regulations development, it is important to understand underlying cultural drivers – national, contextual, historical, etc. This session will provide an overview of the impact of culture and provide guidance on developing ‘win-win’ strategies for clarity and efficient market access for your products.

International Safety StandardsThis session will summarize off-road mobile machinery standards activity with an emphasis on earthmoving, mining and forestry. Other machine types potentially affected will be mentioned. Late-breaking regulatory activity, primarily focused on North America, will be covered. The presenter possesses a broad perspective of standards affecting equipment types gained from two decades of direct involvement.

Design for Fire PreventionWhat is the Fire tetrahedron? In the design of a machine, how can you control and minimize fire risk? Some factors like oxygen, which allows a fire to grow and spread, is not generally something a design can control. Yet designers can control the available ignition energy which ignites a fire, and also the separation of fuel and ignition sources. This session will cover examples of design practices, which when followed, may help minimize fire risks. The session will also provide insights into methods useful in determining areas in need of design focus, before the product is sold.

8:00 – 9:00am 3:30 – 4:30pm

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The Internet of Things — Protect the Company While Adopting New TechnologiesJudy Okenfuss, Managing Partner, Ice Miller LLC

Assessing Product Liability Risk Across the Company — Where to Look and What to Look for Brandon Gutshall, Partner, Shook, Hardy & Bacon

Case Study in Product Liability: 3rd Party Attachments and Acquired ProductsNathan Bohlander and Alysa Talarico, Attorneys, Oliver Brooks, Partner, Morgan & Akins

Trends in Intellectual Property IssuesScott Johnson, Partner, McKee-Voorhees & Sease

Product Liability in an Autonomous Equipment World — Unsettled LawBrandon Gutshall, Partner, Shook, Hardy & Bacon

Risk Assessment and Hazard Analysis: Making Your Company DefendableKevin Owens, Johnson & Bell

These seminar presentations are provided for informational purposes only. It is not intended as legal advice nor does it create an attorney/client relationship between AEM Product Liability Seminar attendees and any readers or recipients of what might be presented here. Attendees should consult counsel of their own choosing to discuss how the seminar content may relate to their individual circumstances.

Kevin OwensJohnson & Bell

Oliver R. BrooksMorgan & Akins

Scott JohnsonMcKee-Voorhees

& Sease

Nathan R. BohlanderMorgan & Akins

Alysa TalaricoMorgan & Akins

Judy OkenfussIce Miller LLC

Brandon GutshallShook, Hardy & Bacon

Product Liability Seminar Thursday, April 26, 2018 | 8:00 AM — 4:00 PM

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6737 W. Washington St. - Suite 2400 Milwaukee, WI 53214-5647 www.aem.org

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