2014 3E Company North American User Conference Agenda October AT&T Executive Education & Conference Center

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1 2014 3E Company North American User Conference Agenda October AT&T Executive Education & Conference Center A Verisk Analytics Company Trusted Global Provider of Chemical, Regulatory & Compliance Information Services

2 Message From THE PRESIDENT & CEO Welcome to the lively and vibrant city of Austin and to 3E Spectrum Our conference represents a gathering of expert individuals representing leading companies and 3E that are focused on industry trends, evolving challenges, and best practices in the EH&S community. This forum provides a unique opportunity for us to share and learn from our colleagues, partners and subject-matter experts. This two day event promises that you leave with new ideas for driving positive change in the industry through enhanced knowledge of regulatory compliance to reduce risk and increase productivity. I would like to thank you for joining us at this important industry event and I am personally looking forward to meeting you all and to listening to your feedback on how 3E can help move the industry forward. Uday Virkud President & CEO 3E Company A Verisk Analytics Company

3 Keynote Speakers Welcome and 3E Company Vision Uday Virkud President & CEO, Uday Virkud is President and CEO of 3E Company. He also serves as Verisk Global Chair. 3E Company Mr. Virkud has more than 25 years of experience in global business development, risk management analytics, and product development. Before joining 3E Company, he was Executive Vice President at Verisk s AIR Worldwide unit, where he was responsible for a number of successful strategic initiatives, including product development projects involving cooperation among business units. As Verisk Global Chair, Mr. Virkud supports the activities of Verisk business units aspiring to overseas markets. The expansion of the company s business outside the United States is essential to its future and is an integral component of its growth strategy. Mr. Virkud is a recognized international leader in catastrophe and weather risk management for the insurance industry. His extensive international experience covers building businesses and operations in countries including the United Kingdom, Germany, Singapore, India, China and Japan. Before joining AIR Worldwide, Mr. Virkud worked as a transportation engineering and planning consultant. He holds a BS in Civil Engineering from the Indian Institute of Technology, an MS in Engineering Management from Northeastern University, and an MS in Civil Engineering from the University of Massachusetts, Amherst. David Metcalfe CEO & Co-Founder, Verdantix Leveraging EH&S Information Management for Reduced Risk and Enhanced ROI David Metcalfe is the CEO and a co-founder of independent analyst firm, Verdantix. Since 2007, he has developed a global network of relationships with executives responsible for energy, EH&S and sustainability in some of the world s largest firms. He advises clients on a wide range of strategic issues with a focus on growth strategies in sustainability services, energy and environment software and environmental innovation. Prior to founding Verdantix, Mr. Metcalfe was a Senior Vice President at Forrester Research and Head of Analysis and Forecasting at BT Group, the UK s largest fixed line telecoms operator. Mr. Metcalfe is a frequent speaker at industry events including the World Economic Forum, Green Corporate Energy, Sustainable Brands and Greenbiz Forum as well as Verdantix Summits in the UK and the US. He holds a PhD from Cambridge University which applied game theory to assess negotiations on the liberalisation of European energy markets. He is a co-author of the award-winning book, Negotiation Analysis, published by Harvard University Press. 3

4 GENERAL SESSION CUSTOMER PANELISTS Doug Finan Director, Product Stewardship; GlaxoSmithKline Doug Finan is an environmental engineer with diverse environmental career encompassing more than 30 years. He spent 12 years working for environmental regulatory agencies leading research and compliance programs in water quality, storm water management, industrial permitting and enforcement. Mr. Finan has 23 years experience with industry, including 20 years in the pharmaceutical sector. He began his pharmaceutical career writing environmental assessments for new drug applications and has since had a variety of manufacturing, R&D and corporate roles covering all aspects of environmental protection from site operation and compliance to corporate sustainability and strategic planning. As Manager of Hazard Classification, Karen Jordan manages a team that conducts safety Karen Jordan assessments in support of new chemical notifications, hazard communication requirements, or for product stewardship initiatives globally. Karen also acts as the Business Manager, Hazard Classification; Process Owner for Product Safety and Compliance and is responsible for supporting The Lubrizol Corporation standardization of work processes. During her 13+ years at Lubrizol, she has been involved in interpreting toxicity studies to support existing and new products and providing support to the hazard communication group on global SDS generation and classification and labeling. She is actively engaged in the development and implementation of the company s SAP EHS authoring system. Previously, Ms. Jordan was a Quality Assurance Specialist for Malco Products. She received her BS in Toxicology from Ashland University. 4

5 David Peters Regulatory Compliance Lead; Monsanto As Regulatory Compliance Lead, Dave Peters has been involved in all aspects of SDS development and production for 22 years. In addition, he has had responsibility in label development and policy setting. He is the North American Process Lead for SDS compliance and the SDS authoring system, and provides technical assistance for other world areas. In addition, he is responsible for Dangerous Goods/Hazardous Materials in transportation and deals with classification, training and compliance reviews for North America. He participates on Monsanto s global Chemical Product Stewardship Review Panel. Prior to working at Monsanto, Mr. Peters has experience in clinical toxicology at a Regional Poison Control Center and in retail pharmacy. He graduated from the St. Louis College of Pharmacy with a Bachelor s degree in Pharmacy. Mr. Peters served as co-chair of the American Chemistry Council s work group that revised and published the ANSI Hazardous Workplace Chemicals Hazard Evaluation and Safety Data Sheet and Precautionary Labeling Preparation Standard (ANSI Z400.1/Z ). He served on or co-chaired work groups for previous revisions of the SDS and labeling standards. In service to the crop protection industry, Mr. Peters is a member of the Interregional Coordinating Council (IRCC) Transportation & Distribution (T&D) Committee in association with CropLife America. He is an active member of the European Crop Protection Association s Classification and Labelling Expert Group where he has participated and co-authored guidance documents on the EU Classification, Labelling and Packaging (CLP) Regulation and related directives and regulations. He is the Past President of the Society for Chemical Hazard Communication (SCHC) and the former liaison to the OSHA-SCHC Alliance Committee. Mr. Peters participated as an invited member on an informal correspondence group on the revision of Section 9 of the Safety Data Sheet (SDS) reporting to the UN Sub-Committee of Experts on the Globally Harmonized System of Classification and Labelling of Chemicals. general Session Speakers Sookie Hong Manager, Regulatory Research, Asia Pacific Sookie Hong has nearly 15 years of Asia Pacific regulatory expertise. At 3E Company, she is responsible for researching, analyzing, and monitoring overall chemical and other EH&S related governmental legislations and regulations of the Asia Pacific countries (esp. China, Japan, Korea, and Taiwan). She is also tasked with delivering the most accurate and timely regulatory content to support 3E s Ariel WebInsight and other products and solutions, as well as with providing customer support for any Asia Pacific-related regulatory content, product inquiries, and compliance consulting projects. Prior to joining 3E Company, Ms. Hong worked with an international trade compliance company as a Regional Trade Manager, overseeing global trade and governmental regulations of 20 Asia Pacific countries. Ms. Hong earned her BA in South Korea and Japan, and her MA in Asia Political Economy from American University in Washington DC. She also obtained her Graduate Certificate from Harvard University, majoring in East Asian Studies. Ms. Hong is fluent in English, Korean, Japanese, and Chinese. 5

6 James Lee Regulatory Analyst In his role at 3E Company, James Lee is responsible for research and analysis of various statutes and regulations of the U.S. and Canada, which pertain to environmental compliance, hazard communication, chemical products, food additives, food contacts and pharmaceuticals. Mr. Lee also monitors and updates database content for Ariel products and provides regulatory and legal information support to clients. Prior to joining 3E, Mr. Lee worked as an intellectual property attorney, specializing in patent litigation. He earned his BS degree in Chemistry from Emory University, and did graduate studies in Chemistry at Georgia State University before earning Juris Doctorate from University of Missouri- Kansas City Law School. Alex Ortiz Vice President, Ariel US Operations Alex Ortiz has been with 3E Company for nearly 20 years, supporting customers on a wide range of international regulatory compliance issues and leading various product development projects designed to provide regulatory compliance professionals with timely EH&S information on a global basis. Mr. Ortiz manages the Ariel Products business for 3E Company, ensuring the production and delivery of products such as Ariel WebInsight and Ariel data solutions for SAP EHS Management. He received his Juris Doctor degree from the George Washington University Law School. Elizabeth Tanner Ariel Product Manager Elizabeth Tanner brings a wealth of global chemical compliance experience including integration knowledge with multiple authoring platforms and training authors on GHS. She is responsible for the development of SDS rules and templates and managing the regulatory requirements related to safety data sheets and labels for both SAP and MSDgen. She spent more than seven years as a hazard communication specialist with several global companies. Ms. Tanner is a member of SCHC (the Society of Chemical Hazard Communication) where she has served as committee chair for GHS information sheets and Membership, and has participated on the Program and Outreach committees. She holds a degree in Chemistry and Biomedical Science. Kirsten Wallerstedt Senior Regulatory Analyst At 3E Company, Kirsten Wallerstedt produces regulatory research, analysis, and customer support for 3E s Supply Chain Compliance Solution. Prior to joining 3E, Ms. Wallerstedt spent five years working for the California Legislature. She has also led several international consulting projects. At the University of California, Berkeley, Kirsten earned degrees in Business Administration and Political Science. She later earned her Master s in International Business Relations from The Fletcher School of Law and Diplomacy at Tufts University. 6

7 Breakout Track Session Speakers Bruce Biehl Director, Regulatory Compliance Systems; Brenntag North America Bruce Biehl has spent his entire career in the chemical industry, most recently as Director of Regulatory Compliance Systems and Regulatory Affairs at Brenntag North America. During his 26 year tenure at Brenntag he has been involved with engineering, safety, environmental, quality ISO programs and regulatory compliance. He is a RAB certified ISO auditor. Jim Blum Product Steward; Bluestar Silicones USA Corp. Jim Blum has more than three decades of product safety and stewardship experience in the chemical industry. Currently he is the Product Stewardship Manager at Bluestar Silicones USA, responsible for Responsible Care, Product Safety, market regulation, Product Stewardship and advocacy. He spent more than 15 years at Rhodia (now Solvay) and 11 at Honeywell in Toxicology and Product Safety. Mr. Blum is active in several industry organizations including the America Chemistry Council s and the Society of Chemical Hazard Communication (SCHC). He holds a BA in Biology from Middlebury College and a MS in Microbiology from Rutgers. Denise Garlow MSDgen Regulatory Analyst Denise Garlow has more than 15 years of software development experience which includes programming, analysis, design and data integration. She has been with 3E Company since 2007, where she has been involved in Quality Assurance, training, client support, template development and regulatory support. Her primary role is overseeing the foreign language library and SDS template development for MSDgen. Dan Iskra Global EHS Engineer; The Lincoln Electric Company In his current role at Lincoln Electric, Dan Iskra is focused on providing strategic and tactical leadership in the development and implementation of the company s Product Stewardship program. A major component of the program is the implementation of SAP EHSM, of which he serves as the primary end user. Additional responsibilities include assessment and support of Lincoln Electric s Global Operations regarding EH&S regulatory compliance and strategic initiatives. Mr. Iskra s previous experience includes Environmental Engineering at General Motors. He also has experience in Environmental Remediation Project Management, Emergency Response, Hazardous Waste and Dangerous Goods management and implementing EH&S Regulatory Compliance programs. He is a Certified Hazardous Materials Manager (CHMM) and a Registered Environmental Professional (REP). He received his BS in Environmental Science at Bowling Green State University. 7

8 Kelly Janssen Senior Engineering Technician; JDSU Kelly Janssen has worked at JDSU in Santa Rosa, CA, for 19 years. Then called Optical Coating Laboratories, Inc., or OCLI, she began as an operator of thin film coating vacuum deposition chambers. She eventually worked her way into Research & Development and later into the Flex Products Applications Lab working with specialty pigments. Ms. Janssen has worked in the lab for 11 years. She became involved with SDS s as a result of the lab s heavy use of chemicals and development of many new products. While working at JDSU, Ms. Janssen has also attended school and plans to graduate from Sonoma State University with a BS in Chemistry. Dan Jordan Vice President, 3E Business Unit Dan Jordan is responsible for 3E Online business units in Carlsbad and Montreal, which support our SDS management applications, regulatory filings and technical services. He has more than 20 years of successful results-oriented management, has led private and public organizations, and participated in Initial Public Offerings as well as business acquisitions. With his expertise, Mr. Jordan focuses on developing operational strategies driving automation and building high performance teams through product innovations and client focus. In his most recent position, Mr. Jordan led the growth of the Operations Department at LMA North America, a global medical device company. While at LMA, he had P&L responsibility, achieved industry leading metrics for client support, developed strong goal oriented teams, implemented automation systems and business methodologies as well as managed product development and integration of new business units. He holds a BS in Management from San Diego State University and an MBA in Finance from Webster University, George Herbert Walker School of Business & Technology. Guneet Kaur Sr. Requirements Analyst, SDS Rules and Templates Guneet Kaur is responsible for the SAP design of SDS Rules and Templates and acts as a liaison between the developers, regulatory experts and customers to analyze and track requirements. She also manages the complete product development lifecycle from creating the technical specifications, quality assurance of developed product, to the final product release. Ms. Kaur spent three years as a Database and Systems Analyst at 3E where she analyzed and created databases to integrate 3E s Product Safety and Dangerous Goods data with client s SAP systems. She also worked with clients both on-site and remotely for SAP-EHS customization and data implementation. She received her Master s degree in Engineering Management from the George Washington University in Washington DC. Ms. Kaur is a Computer Science Engineer and received her Bachelor s degree from India. 8

9 Zachariah T. Kendrick Manager of Project and Author Development, 3E Authoring Software and Services Zak Kendrick has 11 years experience authoring for 3E Company. As a Senior Author and Project Manager, Mr. Kendrick has worked extensively with all types of industries including chemical, oil and gas, food products, pharmaceuticals, and biotechnology companies. He has authored Safety Data Sheets utilizing multiple authoring platforms including SAP, ProSteward and MSDgen as part of 3E s fully outsourced as well as co-sourced authoring solutions. Mr. Kendrick s current assignments involve developing the skills and expertise of the 3E Authoring staff as well as developing authoring-related products. Mr. Kendrick came to 3E Company with three years experience as a Senior Chemist employed in the pharmaceutical industry where his primary responsibilities included analytical method development and validation. He was also the system administrator for the quality control laboratory s data integration software and was responsible for training new hires. He served on the company HAZMAT team as a first responder. Mr. Kendrick holds a degree in A.C.S. Chemistry from Middle Tennessee State University with minors in Mathematics and Biology. He also obtained his MBA in 2014 from East Tennessee State University. Karen Lanka Director, MSDgen Client Services Ms. Lanka has more than two decades of experience in various aspects of software development including programming, analysis and design, and project management. She has been with the company since 2001, where she has been involved with the development of MSDgen SDS and hazard communication software. Ms. Lanka has held numerous positions at 3E, with primary focus on regulatory compliance in MSDgen. The experienced MSDgen Client Services team is responsible for MSDgen client support in various regions throughout the world, Project Management of new product installations and upgrades, training, and global regulatory development and compliance including GHS and REACH. Sidney J. Marlborough Senior EHS Coordinator, EHS Strategic Planning; Noble Energy Sidney Marlborough has more than 15 years of experience in Environmental Management and EH&S, specializing in site assessment and remediation, environmental and safety training, crisis management, emergency response, risk assessment and toxicology. As Senior EHS Coordinator, Mr. Marlborough is responsible for coordinating the company s global HazCom program and chemical risk activities. He also served as Staff Scientist at Toxicological & Environmental Associates, Inc. where he oversaw extensive field testing and served as a liaison to key stakeholders to ensure fulfillment of all environmental and safety objectives. Other career accomplishments include a position as Research Associate at LSU and Environmental Scientist at C-K Associates, LLC and the Louisiana Department of Environmental Quality. Mr. Marlborough has been presented with the Outstanding Thesis Award by the School of the Coast and Environment and is an accomplished author, having many of his studies and work published in various toxicology related journals. He is a member of the Society of Toxicology, the Society of Environmental Toxicology and Chemistry, the American College of Toxicology and the Air & Waste Management Association. He is currently a PhD Candidate and expects to graduate in 2015 with a PhD in Environmental Science from LSU. He holds a Master of Science, Toxicology and a BS in Environmental Science from LSU. 9

10 Erin McVeigh EH&S Solutions Engineer Erin McVeigh is responsible for providing technical and regulatory expertise to the sales process for Ariel data solutions; including Ariel for SAP EHS Management, Ariel WebInsight, Ariel Data Manager and ArielLogic for Food and Flavors. She has also worked closely on the development of SDS rules and templates and managing the regulatory requirements related to SDSs and labels for both SAP and MSDgen. Early in her career at 3E, Ms. McVeigh spent two years as a Senior Regulatory Analyst for 3E where she was responsible for the development, tracking, and maintenance of the North American EH&S regulatory information service products. Prior to joining 3E Company, Ms. McVeigh worked for Williams Production Co., where she worked as an EH&S Regulatory Specialist for the exploration and production division of the company. Ms. McVeigh earned a Master of Resource Law Studies from the University of Denver College of Law, where she specialized in Environmental Law and Land Use Policy, and a BA in Economics and a minor in Molecular Biology from the University of Colorado, at Boulder. Kristopher Moore Director, MSDgen Technical Services Kristopher Moore has been with 3E Company for nearly 20 years. He has more than 16 years of active experience in various aspects of software development, server configuration and infrastructure planning / management. He is the Director of the Technical Services team within MSDgen Operations which includes the Infrastructure Services group and the Product Development group. These groups are responsible for a wide array of technical services including installation services, capacity planning, platform testing and new technology development. Mr. Moore and his technical team also provide expert level technical support as well as assistance on the many active MSDgen implementation projects for related topics. Christine Morgan Occupational Health Manager, Risk Management; Hyatt Corporation Christine Morgan is the Corporate Occupational Health Manager, overseeing the Hyatt owned properties in the Southwest Region of the US for health and safety issues. She also oversees administrative issues with regards to the 3E program for Hyatt s Corporate Risk Management department. Previously, Ms. Morgan held positions as Occupational Health Supervisor at UPS, Senior Employee Health Nurse at Lockheed Martin Information Technology, Case Manager at Inova health System and Medical Case Manager at Zurich North America. She holds a CCM (Certified Case Manager) certificate from the CMSA (Case Management Society of America) and a COHN-S (Certified Occupational Health Nurse-Specialist) from the ABOHN (American Board for Occupational Health Nurses). Ms. Morgan holds a BSN in Nursing from Arizona State University. 10

11 Patrick J. Mulrooney Industrial Hygienist, Sr. Staff; Lockheed Martin Patrick Mulrooney has more than 30 years of experience in the EHS arena, much of it dealing with chemical issues. The last 15 years he has been with Lockheed Martin (LM) Corporation. Currently he is the Senior Staff Industrial Hygienist with Lockheed Martin s Corporate Environment, Energy, Safety, and Health. He works with others in the corporation to anticipate, recognize, evaluate, and control hazards in the workplace that may cause workers injury or illness. Part of Mr. Mulrooney s current role includes the responsibility as the Corporate Safety Data Sheet (SDS) Coordinator. In this role he is responsible for the coordination and review of SDS generation for new and existing products for the different business areas throughout the corporation including Space Systems, Aeronautics, and Missiles and Fire Control. Mr. Mulrooney s previous job with Lockheed was on the USEPA-Environmental Response Team s Scientific, Engineering, Response and Analytical Services (SERAS) Contract. He started off as the EHS Manager before becoming the Program Manager. He also spent a number of years as the EHS Director at Allstate Power Vac and VP/IH Lab Director at LFR (currently owned by Arcadis). Mr. Mulrooney holds several certifications, including Certified Industrial Hygienist (CIH); Certified Safety Professional (CSP); Certified Hazardous Materials Manager (CHMM), Master Level; Certified Indoor Air Quality Professional (CIAQP); and Certified Chemical Hygiene Officer (CCHO). He is a past President of NJAIHA (the New Jersey America Industrial Hygiene Association) and is an appointed member of the New Jersey State Industrial Safety Committee. He is also a member of the American Academy of Industrial Hygiene (AAIH); Board of Certified Safety Professionals (BCSP); Institute of Hazardous Materials Managers (IHMM); American Society of Safety Engineers (ASSE); American Chemical Society (ACS)-Division of Chemical Health and Safety (DHAS); American Society for Testing and Materials (ASTM)-Committee on Sampling and Analysis of Atmospheres; Alliance of Hazardous Materials Professionals (AHMP); and National Registry of Certified Chemists (NRCC). Leo Oves CIO Leo Oves brings more than 30 years of IT, EHS and management experience to 3E Company. He joined Ariel Research Corporation in 1992 as a senior software consultant and later became CIO and Vice Chairman of the Board of Directors of Ariel, prior to its acquisition by Eastman Chemical in Following Ariel s acquisition by 3E Company in 2004, Mr. Oves served as Vice President, R&D and CIO of 3E. Over the years, Mr. Oves knowledge and application of advanced technology to the business needs of customers have played a pivotal role in the development of 3E s products and services. He is a recognized industry expert and represents 3E at numerous international IT and EHS forums. Prior to joining Ariel, Mr. Oves worked for several research institutes in St. Petersburg, Russia, developing models and software for the optimization of large multi-product marine transportation networks and satellite communications. Upon moving to the U.S., he worked as a software development consultant for Hughes Network Systems and Plantronics. Mr. Oves earned Operations Research, Computer Science, and Management degrees from the University of St. Petersburg, Russia and University of Maryland, and Executive Certificate in Strategy and Innovation from Massachusetts Institute of Technology. 11

12 Isaac Powell Sr. Product Manager, 3E Supply Chain Compliance Solutions Isaac Powell has 15 years EH&S experience with implementing compliance management programs including regulatory reporting, emergency response, hazardous waste and dangerous goods management. In his current role, he oversees the product development of 3E s latest supply chain compliance solution, 3ESC. Prior to this position, he was the Product Manager for 3E Technical Services including Emergency Response, Hazardous Waste Management, Transportation, Classification and Regulatory Reporting Services. Mr. Powell is a Member of the AWMA, AHMP, SCHC, and National Fire Protection Association & International Code Council. He holds a BA from the University of Michigan, Ann Arbor. Erin Ryan Sr. SDS Author & Team Leader Erin Ryan serves as project manager for multiple SDS Authoring clients in various industries including pharma, food, surfactants, specialty chemicals and metals. She is the Team Lead in North America for all authoring projects on MSDgen. Prior to her work at 3E Company, she was an SDS Author for Stepan Company, where she focused on FDA indirect food contact, TSCA 12b tracking and FIFRA label review. She also worked for ColorMatrix Corporation as a Research and Development Chemist and Environmental Coordinator performing TRI reporting and industrial hygiene and providing support for customer drug submissions. Ms. Ryan received her BS in Chemistry from Notre Dame College of Ohio. Mike Ryan Product Manager, 3E Technical Services Mike Ryan currently serves as Product Manager for 3E Technical Services which includes emergency response services; hazardous waste management and classification; transportation hotline and classification; and regulatory reporting services. Prior to that, he served as Data Management Supervisor where he lead a team of Data Processors to obtain Safety Data Sheets (SDS) from manufacturers and perform overall online database maintenance for domestic and international clients. Mr. Ryan also served as a Regulatory Compliance Specialist where he served as a primary technical contact for clients, and collaborated with local, state and federal government agencies to secure environmental health and safety permitting for clients. He also developed regulatory compliance business plans and budget allocations for clients, assisted with 3E s emergency regulatory inquiries hotline and trained Regulatory Compliance Coordinators and Associate Regulatory Specialists. Before his career at 3E Company, Mr. Ryan was an Environmental Consultant with Environmental Business Solutions, which assisted construction companies with storm water quality compliance. He attended San Diego State University. 12

13 Julia Tsvetkova Director, Ariel Product Management Julia Tsvetkova is responsible for building the product roadmap and releasing new products under the Ariel brand within the 3E Company portfolio, including the Ariel regulatory suite for SAP EHSM as well as Ariel WebInsight, 3E s flagship regulatory reference product. Ms. Tsvetkova joined 3E Company in 2005 and has led the development and introduction to market of a number of new and innovative EHS regulatory solutions including Ariel WebInsight, ArielLogic and ADM VSDS for SAP. Ms. Tsvetkova s prior experience includes five years developing products in the international trade and logistics field and two years as a financial analyst with a major global professional services firm. Ms. Tsvetkova received her MBA in Information Technology Management from the Kogod School of Business. She is a graduate of the American University in Bulgaria. Clark VanScoder Vice President, Authoring Software & Services Clark VanScoder has more than 30 years of software development experience and was the first employee of the former HSE Systems organization that was purchased by 3E Company in He worked with his partners to grow HSE Systems from a startup company to a prominent, well respected, customer oriented global enterprise. Mr. VanScoder has managed numerous successful large MSDgen implementation projects for Fortune 500 companies around the globe. He has worked very closely with his customer base to make MSDgen the feature rich and powerful authoring system that it is today and has been instrumental in working to architect an intelligent rules based authoring system. As one of the original inventors of the product, he remains unwaveringly focused and dedicated to the success of MSDgen and increasing the quality and productivity of the global array of authors within 3E and those that 3E supports through its authoring software and services efforts. As Vice President of 3E Authoring Software and Services, Mr. VanScoder is responsible for managing the product development, project management, product support, and technical service efforts for the MSDgen product line within 3E Company. In addition, he manages all 3E Company outsourced and co-sourced authoring operations worldwide in an effort to best serve 3E authoring customers with a cohesive set of software and service solutions. He also works closely with all 3E business unit leaders to ensure that the MSDgen product line is tightly integrated with other 3E products including Ariel content and 3E Online-SDS. Mr. VanScoder received a BA degree from Kent State University and an MBA in Management from Akron University. Tamie Webber Director, Product Management, 3E Services Tamie Webber has worked in product management at 3E Company for more than a decade and is responsible for product management initiatives, product planning and strategies and product development for 3E s product line, including SDS Distribution and Management, Emergency Response, Regulatory Reporting, Training and Waste services. Ms. Webber joined 3E after several years of marketing and product management experience in the chemical distribution and high tech industries, working for Great Western Chemical Distribution and, later, Intel. She attended the University of Oregon where she received a BS degree in Finance and Marketing. 13

14 AGENDA Track Sessions Legend SDS & Supplier Management Regulatory Research & Integrated Data Regulatory Trends & Issues Supply Chain Challenges & Solutions Authoring Software & Services Monday, October 6 7:00 9:00 pm Opening Reception AT&T Executive Education & Conference Center Interior Courtyard Tuesday, October 7: Morning General Sessions in Amphitheatre 7:00 8:00 am Breakfast - Tejas Dining Room 8:00 8:40 am Welcome and 3E Company Vision G1 Uday Virkud, President & CEO, 3E Company 8:40 9:30 am Keynote Address G2: Leveraging EH&S Information Management for Reduced Risk and Enhanced ROI David Metcalfe, CEO & Co-Founder, Verdantix 9:30 9:45am BREAK 9:45 10:30 am 10:30-10:45 am Customer Panel G3: Hear from 3 3E clients from 3 different industries, using 3 different 3E solutions for tackling EH&S compliance. Panelists will discuss their biggest challenges from 2014 and offer best practice advice and share lessons learned Moderator: Alex Ortiz, Vice President Ariel US Operations Panelists: Doug Finan, Director, Product Stewardship; GlaxoSmithKline Karen Jordan, Manager of Hazard Classification; The Lubrizol Corporation David Peters, Regulatory Compliance Lead; Monsanto Company 3E Commitment to Chemical Compliance Awards Presentation Uday Virkud, President & CEO Craig Whitney, Vice Present, Marketing 10:45-11:00 am BREAK 11:00 12:00 pm The Year in Review G4: Key Regulatory Issues Affecting the World in CBI Protection, Nanomaterials, State Green Chemistry Initiatives and More James Lee, Regulatory Analyst 12:00 1:00 pm 14 Lunch - Tejas Dining Room

15 1:00 pm 1:25 pm 1:50 pm Tuesday, October 7: Specialized Tracks Track 1 - Room 103 Track 2 - Room 104 3E Online Bar-Coding Demonstration T1-1 3E has partnered with Bar-Code ID to offer bar-coding technology to manage your 3E Online site specific inventories. This session will show a live demonstration of the scanning process. Mike Ryan, Product Manager, 3E Technical Services Ariel Integrated Data Solutions Roadmap T2-1 Update on recent developments, upcoming enhancements and the product development roadmap for Ariel integrated data solutions. Julia Tsvetkova, Director, Ariel Product Management Ariel WebInsight Mobile T2-2 Take a look at the soon-to-be released WebInsight mobile application for your smart phone. You will see a live demonstration and have an opportunity to influence the Ariel development roadmap. Julia Tsvetkova, Director, Ariel Product Management BREAK 1:50 2:00 pm Track 3 - Room 105 MSDgen Version 6.54 T3-1 A detailed look at what s new in features and functionality. Clark VanScoder, Vice President, Authoring Software & Services 2:00 pm 2:50 pm Supplier Engagement T1-2 Chasing suppliers for information is a challenge. From SDSs to material disclosures to certificates of origin there is a lot of data to obtain and track. Learn about 3E s new methods for acquiring supplier information. Tamie Webber, Director, Product Management, 3E Services Isaac Powell, Sr. Product Manager, 3E Supply Chain Compliance Solutions Defining Activities and Responsibilities to Achieve 2015 Business Goals for Your Authoring Needs T2-3 The session will outline how our clients can benefit from optimizing their integrated data solution with the help of 3E s expert services. From regulatory refreshers to managing the update process, let 3E serve you in the coming year. Erin McVeigh, EH&S Solutions Engineer MSDgen GHS Updates T3-2 A review of the many GHS updates available to you in the recent versions of MSDgen. Karen Lanka, Director, MSDgen Client Services BREAK 2:50 3:00 pm 3:00 pm Conflict Minerals Perspective T1-3 Regulatory Research User Roundtable T2-4 REACH Exposure Scenarios T3-3 3:50 pm The learning and trends from the first year of conflict minerals reporting. What is expected in the months leading up to May 2015 when the undeterminable exception expires as well as updates of the implementation of similar rules in Europe, Canada and elsewhere. Kirsten Wallerstedt, Sr. Regulatory Analyst An interactive discussion about day-to-day regulatory research challenges and tips for maximizing the use of Ariel WebInsight when making decisions related to ensuring product safety and stewardship compliance. 3E Moderator: Julia Tsvetkova, Director, Ariel Product Management Customer Panelists: Bruce Biehl, Director, Regulatory Compliance Systems; Brenntag North America Jim Blum, Product Steward; Bluestar Silicones USA Corp. Dan Iskra, Global EHS Engineer; The Lincoln Electric Company Using MSDgen for authoring Exposure Scenarios and preparing extended Safety Data Sheets. Kristopher Moore, Director, MSDgen Technical Services Denise Garlow, MSDgen Regulatory Analyst BREAK 3:50 4:00 pm 4:00 pm 5:00 pm 6:00 pm 3E Online Future Direction T1-4 See what is planned for 2015 upcoming releases and beyond as we discuss the future direction of 3E Online. Tamie Webber, Director, Product Management, 3E Services Ariel Rules and Templates T2-5 This interactive session will discuss the enhancements to the Ariel rules and templates product and offer practical guidance on best practices in configuration and update maintenance. Guneet Kaur, Sr. Requirements Analyst, SDS Rules & Templates Beth Tanner, Ariel Product Manager Evening Social Event - Bullock Texas State History Museum MSDgen Document Output Control T3-4 An interactive session covering material settings, document settings, transport print control and Ariel document association. Karen Lanka, Director, MSDgen Client Services 15

16 Wednesday, October 8: General Sessions in Amphitheatre 7:00 am 8:00 am 8:50 am Breakfast - Tejas Dining Room Global Regulatory Exchange Panel 2014 G5 - Discuss with our panel of experts as we review and analyze major product safety and stewardship regulatory and compliance trends across the globe and their impact on industry and the supply chain. Moderator: Alex Ortiz, Vice President, Ariel US Operations Panelists: James Lee, Regulatory Analyst Sookie Hong, Manager, Regulatory Research, Asia Pacific Elizabeth Tanner, Ariel Product Manager Kirsten Wallerstedt, Sr. Regulatory Analyst BREAK 8:50 9:00 am 9:00 am 9:50 am SDS Regulations and Requirements in Japan, Korea, China G6 - A Comparative Study Sookie Hong, Manager, Regulatory Research, Asia Pacific BREAK 9:50 10:00 am Specialized Tracks Track 1 - Room 103 Track 2 - Room 104 Track 3 - Room :00 am 10:25 am Regulatory Update Including Downstream GHS T1-5 Global SDS Management Requirements and an update on Hazcom How manufacturers are doing with respect to updating their SDSs. Dan Jordan, Vice President, Supplier Data Management Mike Ryan, Product Manager, 3E Technical Services Data Exchange in the Supply Chain T1-6 Best Practices Using ADM EHSAP in Your Quarterly Update Process T2-6 Discuss filter configuration, generics selection workflow, data sync as well as other features of the ADM EHSAP application that will help you streamline and gain efficiencies in the process of applying regulatory updates in SAP EHSM. Alex Ortiz, Vice President, Ariel US Operations MSDgen: A Regulatory and Functional Roadmap Versions 6.55 & 6.56 T3-5 Get a first look at future features and functionality in upcoming versions. Karen Lanka, Director, MSDgen Client Services Kristopher Moore, Director, MSDgen Technical Services Hear about the latest developments related to esds communication and issues and the SDSComXML/ESCOMXML initiative. 10:50 am Leo Oves, CIO BREAK 10:50 11:00 am 11:00 am Dashboards Workshop- Making Data Actionable T1-7 Ariel Rules Builder T2-7 Authoring Best Practices T3-6 12:00 pm An interactive session on 3E dashboard capabilities. 3E will present proposed new user interface design concepts and solicit feedback from group on new ways to present 3E content. Tamie Webber, Director, Product Management, 3E Services How you can use the Ariel Rules Builder to customize your SDS content. The session will explore best practices and specific use scenario examples. Julia Tsvetkova, Director, Ariel Product Management Whether you use MSDgen to author your own SDSs, or outsource to 3E, this session will discuss best practices and recipes for success. Zak Kendrick, Manager of Project and Author Development, 3E Authoring Software and Services Erin Ryan, Sr. SDS Author and Team Leader 161:00 pm Lunch - Tejas Dining Room

17 1:00 pm 1:50 pm Wednesday, October 8: Specialized Tracks 3E Online User Case Study Panel T1-8 Track 1 - Room 103 Track 2 - Room 104 Leveraging 3E Online to achieve superior levels of global EH&S compliance across the enterprise. 3E Moderator: Tamie Webber, Director, Product Management 3E Services Customer Panelists: Kelly Janssen, Sr. Engineering Technician; JDSU Sidney J. Marlborough, Sr. EHS Coordinator, EHS Strategic Planning; Noble Energy Christine Morgan, Occupational Health Manager, Risk Management; Hyatt Corporation Patrick J. Mulrooney, Industrial Hygienist, Senior Staff; Lockheed Martin Physical-Chemical, Toxicity and Eco-toxicity Data and Tools T2-8 Benefits of using the vast collection of data sources in support of risk assessments, classifications, chemical substitutions and other compliance activities. Julia Tsvetkova, Director, Ariel Product Management Track 3 - Room 105 Rules Generation Setup and Control T3-7 Learn how to maximize your use of the expert rules system in MSDgen. Denise Garlow, MSDgen Regulatory Analyst BREAK 1:50 2:00 pm 2:00 pm 2:50 pm 3E Online Beyond SDS Management T1-9 How to use 3E Online to assess regulatory compliance for your products and facilities. Tamie Webber, Director, Product Management 3E Services User Roundtable: Integrating Supplier Data Including Vendor SDSs in SAP EHS T2-9 Join the 3E team and your peers to discuss what other types of information would help you achieve compliance and gain efficiencies. Julia Tsvetkova, Director, Ariel Product Management Erin McVeigh, EH&S Solutions Engineer MSDgen Technical Updates T3-8 Learn about MSDgen hosting options, new features and exciting integration initiatives such as authoring data automation. Kristopher Moore, Director, MSDgen Technical Services BREAK 2:50 3:00 pm 3:00 pm Stakeholder Engagement T1-10 Global ROHS T2-10 Base Chemical Classifications T3-9 3:25 pm Collecting information from your suppliers and providing information to your customers requires a continuous effective program. It is also an opportunity to build relationships, gain competitive advantage and mitigate risk. Isaac Powell, Sr. Product Manager, 3E Supply Chain Compliance Solutions 3E Online Waste & Transport Classification T1-11 Discussion on global ROHS initiatives, impacts of ROHS II roll-out in Europe, and how 3E can help with global ROHS compliance. Kirsten Wallerstedt, Sr. Regulatory Analyst Optimize your use of MSDgen by properly setting up the base set of chemicals that are used in the SDS Authoring process. Denise Garlow, MSDgen Regulatory Analyst Zak Kendrick, Manager of Project and Author Development, 3E Authoring Software and Services Erin Ryan, Sr. SDS Author and Team Leader A review of new developments in classification. 3:50 pm Mike Ryan, Product Manager, 3E Technical Services BREAK 3:50 4:00 pm 4:00 pm 3ESC Demo T1-12 Overview of 3ESC supply chain solutions, including a demo and roadmap discussion. 3E - Enablon Integration Partnership Discussion and Demonstration T2-11 Caitlin Bergman, Product Manager, Enablon LABELgenerator T3-10 A look at some of the important options and features of this powerful web based labeling tool. 4:30 pm Isaac Powell, Sr. Product Manager, 3E Supply Chain Compliance Solutions Network Visualization T1-13 Kristopher Moore, Director, MSDgen Technical Services Understand the layered eco-system of your supply chain to enable supply chain resilience and risk optimization. Complex relationships between Tier N suppliers and customers, locations of critical facilities, and nested compliance profiles all impact supply chain risk. 5:00 pm Isaac Powell, Sr. Product Manager, 3E Supply Chain Compliance Solutions 17

18 3E Company extends a special thanks to our valued partners: BIOVIA is a new Dassault Systèmes brand that includes Accelrys and ChemSW. The BIOVIA portfolio provides a scientific collaborative environment for advanced biological, chemical and materials experiences. BIOVIA s market-leading CISPro chemical inventory system helps drive safe chemical handling, storage and management, while reducing chemical purchasing, reporting and disposal costs. Through 3E Company s partnership and integration with with CISPro, we offer customers full synchronization between 3E Online-SDS and the CISPro chemical inventory system. 3E s integrated SDS module provides instant access to up-to-date SDSs associated with any material that is in the user s CISPro inventory database. In addition, Ariel Global Chemical and Regulatory Data can feed the CISPro system, enabling CISPro users to meet regulatory control requirements quickly and easily by managing in-house regulatory lists that are linked to regulated materials in the CISPro database. Enablon is the world s leading provider of Sustainability Management solutions. More than 1,000 global companies and 1 million users worldwide use Enablon software solutions to manage environmental and social performance, minimize risks and improve profitability. Enablon provides on-premises and SaaS solutions and an advanced online sustainability network called Wizness. Through its partnership network, Enablon operates in more than 160 countries. 18 Enablon and 3E Company have collaborated to develop an integrated solution that combines 3E s SDS-level data with Enablon s Quality, Environment, and Health & Safety (QEHS) Software Suite and have plans to integrate 3E s Ariel regulatory content as well, which will enable users to meet regulatory requirements more quickly and easily.

19 NOTEs 19

20 A Verisk Analytics Company Corporate Headquarters 3207 Grey Hawk Court, Suite 200 Carlsbad, CA USA Tel: Trusted Global Provider of Chemical, Regulatory & Compliance Information Services

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