The National Association for Environmental Management (NAEM) is the largest professional association for corporate environment, health and safety (EHS) and sustainability decision-makers. We are dedicated to empowering our members to advance environmental stewardship, create safe and healthy workplaces, and promote global sustainability.
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Key Practice Area - Data and Metrics - 2014 Forum Track 3 - Leveraging Data and Metrics
Key Practice Area: Data & Metrics

2014 EHS Forum - Leveraging Data and Metrics

Oct. 22-24, 2014

Data and information management remain critical components of effective compliance and injury-reduction systems. Find out how leading companies leverage existing and new enterprise-wide systems to proactively manage the complexities from an operational and stakeholder perspective.

If you're looking for new ideas to improve efficiency, manage risk or advance sustainability, you'll find inspiration through the interactive discussions and peer case studies the Forum delivers.


Download the “Leveraging Data and Metrics” presentations from NAEM's 2014 EHS Management Forum.. This content is available to NAEM members only; you must be logged in as a member to view it. If you are not an NAEM member and wish to join the Association, please contact NAEM at


Leveraging Leadership Metrics and Goals to Drive World-Class EHS&S Programs

Many of our high-performing EHS programs are at risk of stagnating, or worse, declining due to competing priorities, personnel changes, and budget constraints. Setting different leadership goals enable us to make a step-change in EHS performance. Learn how others manage the dilemma of setting goals related to performance versus goals to drive site-specific behaviors. Hear how your peers balance the demands of external metrics with internal goals. How do world-class EHS leaders combine lagging and leading indicators to drive EHS leadership behaviors? Hear and share best practices for integrating global EHS goals into business management systems.

  • James Bilgo, Manager Environment, Health and Safety; Kohler Co.
  • Richard Love, Manager, Environmental Sustainability; United Technologies Corp.
  • Steve Sacco, Senior Vice President of Environment, Health, Safety & Sustainability; Schneider Electric SE

Moderator: Michelle Redfield, Director, Safety, Environment & Process Improvement; Schneider Electric SE

Driving Business Value through External Reporting

Companies are continually looking at ways to be accountable and transparent to stockholders but how about driving competitive advantage, strengthening your brand and engaging customers and investors? Attend this session and learn how three leading companies are fine turning their reporting strategy to achieve their core sustainability communication goals, as well as reap some of these additional business benefits. Learn from these veteran reporters who will share rich insights on how to overcome reporting challenges and set your reporting strategy to ensure maximum value.

  • Holly Emerson, Senior Analyst, Product Stewardship, Center for Energy Efficiency Sustainability; Ingersoll-Rand Inc.
  • Bruce Karas, Vice President, Environment & Sustainability; The Coca-Cola Co.
  • Sandy Nessing, Managing Director, Sustainability & EHS Strategy & Design; American Electric Power Co. Inc.

Moderator: David Bubenick, Director, Carbon Management Services; CB&I Co.

Measuring Your Training Effectiveness

Organizations spend a lot of time creating and delivering training to increase knowledge and skill levels for their employees. How can you be sure that this is time well spent? Learn how other companies measure their training effectiveness and use their training metrics to improve their programs.

  • James Basore, EHS Training Manager; Lawrence Berkeley National Laboratory
  • Mark Fowler, EHS Facilities Manager; Philips Invivo
  • Gary Gioioso, Director of Organizational Development; Philadelphia Gas Works

Moderator:Annette Russo, Senior Manager, Communications & Training, EHS&S; Johnson & Johnson

So you're the new "Product Compliance Manager.” Now What?

This session will examine how companies are putting systems and strategies in place to track and comply with global product regulations. It will highlight tactics that have been successful as well as identify persistent challenges that attendees should be aware of. You'll leave this session with an understanding of the critical steps to ensure your company isn't falling behind on product regulatory compliance, and how you can pull all the data together to ensure compliance from customer request through to import/export and final delivery.

  • Terri Harrison, Senior Manager Compliance and Regulatory Affairs; Apex Tool Group LLC
  • Raymond Lizotte, Director, IT Environmental Stewardship Office; Schneider Electric SE
  • Amanda Moses, EHS & PR Chemical Controls Program Manager; Ashland Inc.
  • Chhevi Sharma, Manager, Process Improvement and SAP Compliance Controls; Ashland Inc.

Moderator: Brad Ullery, Manager-Permits Operations and Compliance; Target Corp.

Using Leading Indicators to Predict Future Incidents

Measuring environment, health and safety performance accurately and reliably is a key ingredient to achieving management support for EHS programs. Business leadership wants metrics that will help them predict future performance and EHS leaders need to know what information to give them. This session will explore how EHS leaders are using leading indicators as proactive measures to drive excellent performance results and have a positive impact on the workforce.

  • John Dony, Program Manager; The Campbell Institute
  • Anna Pierce, EHS Compliance Assurance Manager; GE Power and Water

Moderator: Steve Gedalije, Director ESH; ITT Corp.

Speaker Bios

James Bilgo, Manager Environment, Health and Safety; Kohler Co.
James Bilgo is the Manager of EHS Program Management at Kohler Co., where he supervises a team of EHS professionals who have responsibility for development and implementation of Kohler Safety and Environmental Management Systems and for assuring EHS compliance at over 60 manufacturing operations on six continents.

His other responsibilities include: EHS project management and program development, and global alignment of best practices for due diligence, sustainability and environmental footprint reduction, EHS inspections and audits. He has successfully permitted greenfield operations in India, China, Canada, Mexico, Europe and the U.S.

Mr. Bilgo holds a Bachelor of Science degree in Water Chemistry from the University of Wisconsin at Steven Point. He is a past president of the Wisconsin CHMM chapter and the Federation of Environmental Technologist. Jim has also published several papers on different environmental topics.

Richard Love, Manager, Environmental Sustainability; United Technologies Corp.
Rick Love is the Manager of Environmental Sustainability at United Technologies Corp. His responsibilities include: collaborating with UTC business units in the development and implementation of formal facility, supply chain and product sustainability goals; peer and other company corporate sustainability program benchmarking; environmental impact reduction, public sustainability reporting; and development of the UTC climate change risk assessment program.

Prior to UTC, Rick worked as an environmental programs consultant, including significant experience at USEPA in the development of US Clean Air Act data management programs.

He has a Bachelor of Arts degree from Brown University, and an MBA in strategic planning from the University of Connecticut.

Steve Sacco, Senior Vice President of Environment, Health, Safety & Sustainability; Schneider Electric SE
As Vice President of Real Estate for Schneider Electric, Steve Sacco currently leads the real estate strategy, oversees the environmental remediation portfolio and serves as the sustainability ambassador for the North America region. He joined Schneider Electric in 2014 as part of Schneider's acquisition of Invensys plc.

At Invensys plc, a UK-based automation and controls company, Mr. Sacco served as Senior Vice President, Environment, Health, Safety and Sustainability where he was responsible for health & safety, compliance, sustainability, environmental remediation, real estate, crisis management and security. He and his team work very closely with the business leaders to ensure the safety and security of people and operations, to manage and reduce operational liabilities and risks, and to identify opportunities for cost savings.

Prior to joining Invensys, Mr. Sacco spent 10 years at Environmental Resources Management (ERM), a global provider of environmental, health, safety, and risk consulting services.

He has a Bachelor of Arts degree in Geology from Cornell University, a Master of Science in Hydrogeology from Ohio State University and a Master of Business Administration from Suffolk University. Since 2008, he has lectured on business sustainability topics at the Bentley College McCallum Graduate School of Business, Clark University Graduate School of Management and Massachusetts Maritime Academy.

Holly Emerson, Senior Analyst, Product Stewardship, Center for Energy Efficiency Sustainability; Ingersoll-Rand Inc.
As Senior Analyst for the Center for Energy Efficiency and Sustainability at Ingersoll Rand, Holly Emerson focuses on defining and implementing metrics for innovation in the ‘green space'. Her efforts help guide product development and measure revenue derived from energy efficient and sustainable products. She also has responsibility for reporting to external agencies such as CDP and RobecoSAM.

Since joining the company in 2002 as a marketing analyst, Ms. Emerson has also held the positions of Marketing Manager and Manager of Market Development in the Industrial Technologies sector. She ran the Sustainability Institute, a week-long program for high school seniors with environmental career aspirations; in 2010 the program was recognized with the prestigious Charlotte Business Journal Sustainability Award.

Ms. Emerson is a member of the GreenBiz Executive Network and Charlotte USGBC, and is a LEED AP. She also serves as a director on the Project for Innovation, Energy and Sustainability (PiES), a local green innovation incubator; vice-chair for the University of North Carolina at Charlotte's Sustainably Integrated Buildings and Sites Center; advisor on the Mecklenburg County department of natural resources' Stewardship Advisory Council; and director on the Carolinas BMW MOA board.

sShe holds a Bachelor of Science degree in Mechanical Engineering (BSME) from the University of Pennsylvania.

Bruce Karas, Vice President, Environment & Sustainability; The Coca-Cola Co.
Bruce Karas is the VP of Environment & Sustainability for Coca-Cola Refreshments. He has over 25 years of experience as an EHS professional and has practiced in a wide range of Industrial operations in the US, Canada and China.

He has served in various positions in national and local professional organizations, including the NAEM Board of Directors, and has presented various papers on topics ranging from ergonomics, health effects of flavorings, water stewardship and sustainability. He has a Bachelor of Science degree from Michigan State University and a Master of Science in Occupational and Environmental Health from Wayne State University. He is a Certified Industrial Hygienist in Comprehensive Practice, a Certified Safety Professional and is a Registered Occupational Hygienist in Canada.

Sandy Nessing, Managing Director, Sustainability & EHS Strategy & Design; American Electric Power Co. Inc.
Sandy Nessing is Manager Director of Sustainability and ESH Strategy & Design for American Electric Power Co. Inc. In this role, she has responsibility for managing sustainability strategy, corporate stakeholder engagement and for the annual production of AEP's Corporate Accountability Report, an integrated report that combines financial with nonfinancial performance.

She facilitates cross-functional collaboration on sustainability issues across AEP to raise awareness of the interdependencies of functions, resources and issues while providing guidance on externalities that could affect business results or operations. She also develops and manages advocacy opportunities and relationships that support AEP's business strategy. She is a master culture champion for AEP, working with senior management and others to advance a culture shift within AEP that aligns business strategies with employee engagement and performance management.

Prior to joining AEP in February 2006, she was manager of Corporate Communications for Yankee Gas Services Company, part of the Northeast Utilities System and Connecticut's largest natural gas distribution company, for nine years.

She holds a leadership role in the Electric Power Research Institute's Energy Sustainability Interest Group, serving as chair of the group in 2013. She also is a member of the Utility Environmental Benchmarking Forum's steering committee, and serves on the Grange Insurance Audubon Center Stewardship Board in Columbus, Ohio.

She serves on the Board of Directors and the Board of Regents for NAEM and is a member of SustainAbility's Engaging Stakeholders. She led AEP's participation in the Global Reporting Initiative's (GRI) Electric Utility Sector Supplement Pilot Program, an international project to develop electric utility-specific sustainability performance indicators.

James Basore, EHS Training Manager; Lawrence Berkeley National Laboratory
James Basore is the Training Manager for the Environment Health and Safety Division at the Department of Energy's Lawrence Berkeley National Laboratory. He is also a member of the University of California's System-wide Training and Education Working Group, and the Department of Energy's Training and Collaboration Working Group. Both are focused on improving the efficiency and efficacy of ES&H training within their respective ecosystems.

Before joining Lawrence Berkeley National Laboratory, Mr. Basore helped shape the successful development of EH&S online training programs at Lawrence Livermore National Laboratory and Golden Gate University. In each position, he brought focus to measuring the effectiveness of training within the organization and helping to systematize the delivery of training throughout the organizations.

He holds an MBA degree from Golden Gate University, and a Masters Degree in Education from San Francisco State University.

Mark Fowler, EHS Facilities Manager; Philips Invivo
Mark Fowler is an Environmental Health and Safety Manager at Invivo Corp., a Philips Healthcare Company in Gainesville, Fla., where he is responsible for fundamental EHS activities, including facilities, training, regulatory compliance and sustainability initiatives.

An experienced professional, Mr. Fowler has 20 years of EHS experience working with a variety of manufacturing, chemical and medical equipment companies. He has served in employee leadership positions as chairperson of employee engagement and leadership teams and has organized and championed upstart employee recognition programs.

He is a graduate of Louisiana State University with Bachelor of Science degree in Environmental Health, and a master's degree in Communication and Public Communication Channels between underrepresented communities and corporations with environmental agendas.

Gary Gioioso, Director of Organizational Development; Philadelphia Gas Works
Gary Gioioso, is the Director of Organizational Development for Philadelphia Gas Works. Mr. Gioioso was appointed Director Organizational Development in October 2007. Mr. Gioioso oversees the operations of Staffing/Recruitment, Corporate Training and EEO/Affirmative Action as well as all internal/external complaints/investigations regarding harassment/discrimination. Also within his purview are performance management, succession planning and employee relations. He previously held the position of Manager OD as well as other positions within the Human Resources Department. In addition, he has held several positions in PGW's Field Operations Department. Mr. Gioioso received his Bachelors Degree in Business Administration in 1983 and his Masters in Industrial/Organization Psychology in 2005. He is currently pursuing an MBA at LaSalle University.

Prior to his experience at Philadelphia Gas Works, Mr. Gioioso also worked as an option trader for various firms (Drexel Burnham Lambert, Spear Leeds) at the Philadelphia Stock Exchange.

Mr. Gioioso has served as a committee member of Philly SHRM as well as an advisory member of the Honickman Learning Center. Mr. Gioioso also serves as the Chair for Philadelphia Academies Electrical/Trades Board as well as on the advisory board at Metropolitan Career Center.

Terri Harrison, Senior Manager Compliance and Regulatory Affairs; Apex Tool Group LLC
Terri Harrison has 20 years of experience in EHS management, product stewardship, and global regulatory affairs. She has worked a majority of her career in the specialty chemical and electronic manufacturing industries. She currently serves as the Sr. Global Product Compliance and Regulatory Affairs Manager for Apex Tool Group LLC, where she is developing a new department dedicated to product-based environmental compliance across the business.

Raymond Lizotte, Director, IT Environmental Stewardship Office; Schneider Electric SE
In his role as Director of the Schneider Electric IT Environmental Stewardship Office, Raymond Lizotte is responsible for managing the projects business processes that ensure the company's product compliance. As an Edison Expert, he manages networks of technical experts whose purpose is to address the sustainability, material and regulatory challenges that Schneider Electric will face.

Prior to his current position, Mr. Lizotte spent 15 years at Texas Instruments, where he had the opportunity to gain a wealth of experience in all sorts of environmental, health and safety areas including development of the company's process for meeting the End-of-Life Vehicles directive and management of the teams populating the automotive industry's IMDS system. In addition to his work at Schneider Electric, he is also involved in a number of governmental, NGO and trade associations that are setting the thought leadership of the environmental movement for the next decade.

Chhevi Sharma, Manager, Process Improvement and SAP Compliance Controls; Ashland Inc.
Chhevi Sharma is Global Manager of Process Improvement and Compliance Systems for Ashland Inc., where she manages Ashland's Compliance Systems team of eight professionals who develop and deploy GLOBAL compliance solutions to meet regulatory requirements, optimize processes, improve data quality and leverage SAP integrated functionality.

During the 17 years with the company, she has also handled safety-related emergency response situations, as well as completed an implementation and certification of a management system that covers environmental, health, safety, and security (RC14001).

She began her EHS career with nongovernmental organizations, working on a re-forestation project in the villages of Rajasthan, India. Following this field work, she interned in the area of environmental education at Miami University on Project Dragonfly, a journal supported by grants from the National Science Foundation and dedicated to environmental education for children, parents, and teachers.

John Dony, Program Manager; The Campbell Institute
John Dony is the Program Manager for the Campbell Institute at the National Safety Council, where he manages key programs, such as leading indicator benchmarking and university engagement, while working closely with Institute members and partners to share best practices and lessons learned. During his seven-year tenure with the Council, Mr. Dony has led the Robert W. Campbell Award for Business Excellence through Environmental, Health, and Safety Management, now entering its second decade as the most prestigious award in EHS. He is also responsible for the continuous improvement of the National Safety Council's internal EHS management system.

Prior to joining the Council, John held quality, project management and coalition-building positions in the communication and educational fields.

He graduated from Northwestern University with Bachelor's Degrees in English and Sociology.

Anna Pierce, EHS Program Analytics Manager; GE Power and Water
Anna Pierce is EHS Program Analytics Manager for General Electric Co., where her primary responsibilities include risk analysis and managing GE's EHS metrics.

Ms. Pierce has 15 years of experience in developing, implementing and managing a variety of EHS programs within the General Electric Co. She began her career with GE in 1999, in GE Transportation; she spent six years in the business providing EHS support to heavy manufacturing, assembly, engineering test and new product development. She later moved into the former GE Energy businesses providing environmental support to a distributed network of service centers and field services operations.

Ms. Pierce held several EHS positions within the former Energy businesses focusing on the development of field services EHS programs, managing audits and Compliance Assurance. Most recently, she was the Compliance Assurance Manager for GE's Power & Water business.

She holds a Bachelor of Science degree in Environmental Science, a minor in Environmental and Occupational Science and Health and Master's in Business Administration from Gannon University. She also maintains accreditation as a Certified Safety Professional (CSP) from the Board of Certified Safety Professionals.

Thanks to our exhibitors

The 2014 EHS Management Forum was presented with special support from our sponsors.

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