Summit Overview

In this free summit, we will provide an in-depth discussion on the concepts surrounding Aviation Safety, Risk Management, and tools to support it, within the Aviation industry. The summit is designed to take real-world case examples with leading edge experts to provide the most well-rounded and knowledgeable sessions on managing safety and risk within the Aviation industry today. We will also take a look into the technology behind these concepts and how to apply this technology to your SMS program.

  • BowTie Risk: Using data & judgement to manage risk
  • Safety Information Management System: Assimilating safety data for proactive operational value
  • Safety Risk Management automation
  • Integrating Safety Risk Management principles and methodology

Learning Objectives

Throughout this summit, attendees with learn:

  • Implementing an Enterprise SMS and how Risk Management is shaping the Aviation industry
  • Key technologies and methods to enhance Risk Management and Safety Management within the Aviation industry
  • Case Studies: Southwest, Air France, The New American Airlines, and Aloft Aviation Consulting

All attendees will receive a USB containing the day's presentations.


Session descriptions will be available soon.

MONDAY, MARCH 24, 2014
6:00pm-9:00pm Welcome Reception

7:30am-9:30am Registration and Breakfast
8:30am - 9:00am Introduction to the Summit and about EtQ, LLC. - Morgan Palmer, CTO - EtQ, LLC.
9:00am - 9:45am Keynote Speaker: Overview on the State of Aviation Safety - Frank Jackman, Editor-in-Chief, AeroSafety World. In this session we will take a brief look at the aviation industry and drill down into a discussion of aviation safety in the U.S. and around the world. This discussion will include 2013 safety statistics for various market sectors (commercial air transport, business aviation and civil helicopter) categorized by region of the world, type of operation and preliminary classification (CFIT, LOC-I, etc.) of major accidents where available. We also will examine what we at the Foundation personally see as some of the aviation industry’s major safety issues, trends and challenges, and will close with some thoughts on a significant safety challenge likely to be encountered in the future.
9:45am - 10:30am BowTie Risk: Using Data & Judgment To Manage Risk - Tom Lintner, CEO; Bob Dodd, Senior Director Safety and Risk Management - Aloft Aviation Consulting. In this session, we will examine how utilizing BowTie risk analysis based on operational elements, data sources, information overload and measuring tactical changes in risk. The session will introduce concepts being embraced within European safety circles combining intangible aspects of human judgement and experience in the measurement of safety and operational risk.
10:30am - 11:15am Case Study: Safety Information Management System: Assimilating Safety Data for Proactive Operational Value - Simon Foo, Business Analyst – Southwest Airlines. In this session, Southwest will show how as their operational needs increase, so too has the burden of housing safety data collectively. The challenge to analyze this data across the enterprise has proven daunting, if not impossible, without incorporating some sort of business intelligence tool. The concept of data integration will enable SIMS to holistically analyze safety performance data; thereby providing proactive instead of reactive decision-making opportunities.
11:15am - 12:00pm Case Study: Safety Risk Management Automation - Stéphane Carreres, Corporate Safety Risk Manager & Yvan Boishu - Internal Watch for Air France - Air France. In this session, we will show our risk management process based on reactive, proactive and predictive approaches integrating ARMS Methodology and how we implemented it in Reliance. We'll focus on our current risk register and we'll take the perspective of going to a BowTie risk model, with the integration of BowTie XP into eCare, Air France's Reliance.
12:15pm - 1:15pm LUNCH
1:15pm - 2:00pm Case Study: Managing Risk - Integrating Safety Risk Management Principles and Methodology at the New American - a Look at the Processes and Tools Used to Evaluate and Monitor Risk - Callie Choat, Managing Director, Safety Assurance & Environmental Programs - The New American Airlines. In this session, we will look at the core safety risk management principles at New American, and how they are using these principles to help evaluate and monitor risk in their processes. We will look at how the organization leveraged a risk-based approach during the integration of US Airways and American Airlines, what tools and processes they used, and how they have been able to streamline Safety Risk Management throughout the evolution of the organization.
2:00pm - 2:45pm Case Study: The SMS "Certification" Process - Michael Halloran, AFS-900 SMS Team Member, Federal Aviation Administration. In this session, we will look at the impending SMS rule, many organizations have asked questions regarding the disposition of the FAA's-Flight Standards Voluntary Pilot Project. We will address those questions and describe what the SMS Program Office is doing to prepare and serve all certificate holders during and after the SMS rule roll-out, and how it will be recognized.
2:45pm - 3:00pm BREAK
3:00pm - 4:00pm Roundtable Panel Discussion: Leading Concepts in Aviation Safety, Risk Management, and the Tools to Support It - Featuring Panelists by Aloft Aviation Consulting, Southwest, Air France, The New American Airlines, and EtQ, LLC.
4:00pm - 5:00pm Demonstration: EtQ Aviation Safety Risk Management - Glen Fraser, Pre-Sales Product Manager - EtQ, LLC. Overview and Best Practices solution for Safety Management in Airlines, and incorporating Risk Management to Safety initiatives.
5:00pm - 5:30pm CLOSING REMARKS

Hotel Reservations

EtQ has arranged for a special discounted hotel rate to all summit attendees
To take advantage of this rate, please call 1-800-547-8705

Discounted Rate: $179
Act now - the hotel deadline is March 10, 2014

Room block is at The Tempe Mission Palms Hotel
60 East 5th Street
Tempe, AZ 85281

Arrival Directions from Airport to Tempe Mission Palms [pdf]


Now, more than ever, organizations in the Aviation industry are required to demonstrate compliance with regulatory standards imposed by the various Civil Aviation Authorities (CAA) and organizations. Authorities and organizations such as International Civil Aviation Organization (ICAO), European Aviation Safety Agency (EASA), Federal Aviation Administration (FAA), Transport Canada, and other CAA's all have safety as a top priority. All CAA's have embraced ICAO Safety Management Systems (SMS).

Major initiatives have been undertaken at numerous organizations in the industry to establish SMS. This effort to handle the various components of the SMS—such as Policy, Risk Management, Safety Assurance, and Promotion—can be eased by the inclusion of technology. In this summit, we will look at ICAO Annex 6 and the expectations set forth in the ICAO Safety Management Manual, and discuss ways in which technology is able to help automate and streamline an SMS, as well as how technology can help reap the benefits of SMS for an organization.

Who Should Attend?

This summit is ideal for Aviation Safety Professionals who work in the Aviation industry including corporate, commercial and cargo airlines, airports, helicopter operators, government agencies, maintenance organizations, pilots associations and manufacturers, and those who wish to learn more about how to incorporate a simple yet effective risk-based Safety Management System.

About the Speakers

Morgan Palmer, CTO EtQ, LLC.

Headshot - Yvan BoishuMorgan Palmer has over 20 years experience delivering software solutions. Morgan joined EtQ to create the company's first software application and is now responsible for Reliance, EtQ's flagship product for quality, environmental and safety management. As EtQ's Chief Technology Officer, Morgan continues to drive the innovation and strategy that make EtQ the leading provider in the markets it serves.




Glen Fraser, Pre-Sales Product Manager, EtQ, LLC.

Headshot - Glen FraserGlen Fraser has been involved in the IT industry for over 15 years and Compliance for over 10 years, and has been helping to demonstrate and shape the EtQ Reliance product as a member of EtQ Pre-Sales. Glen has an extensive background in IT. He has owned his own IT consulting firm, supervised the PC department for a mid-sized municipality, was a college instructor for IT subjects and ran a Microsoft/Novell/Drake certified technical training center. He holds certifications as an SAP Certified ABAP Developer, A+ Certified Technician, Microsoft Certified Professional (MCP) and Novell CNA. Glen currently provides pre sales support and training for EtQ and participates in EtQ’s Product Improvement Committee.


Yvan Boishu, Flight Safety Risk Manager, Air France

Headshot - Yvan BoishuYvan is in charge of the Internal Feedback and Investigation Coordination. After a career in International Hotel Management, Yvan joined Delta Airlines, spending three years in London. He received his ground operations management degree joining Air France during a two-year internal program. Then, he took the Regional Station Manager’s position in Nigeria, also acting as an Airport Organization Committee Manager and became a member of the Nigerian Airport Ministry Committee member for three years. Back in France, he managed the Flight Safety Grounds Operations Investigation Department. He decided to get back on the operation field taking the long haul ramp operations management in Charles de Gaulle Airport. Recruited by the Flight Safety Department, he started a year ago that new position within Air France assisting the EtQ application development for flight safety, while also helping the development of the Air France Safety Management System. He can also be contacted at

Stéphane Carreres, Corporate Safety Risk Manager, Air France

Headshot - Stephane CarreresPrior to joining the Flight Safety and Compliance Department in August 2012, Stéphane had worked for a large flight operations safety enhancement program called Trajectoire since 2011. In 2003, he started as an A320 pilot for Air France, and later was expert pilot at the flight operations A320 technical office, rated for reception and technical check flights, involved in flight manual reviews. Before Air France, he worked as an engineer consultant for a french engine manufacturer at the research and development department. Stéphane is a graduated engineer from the french aerospace school SUPAERO, holds a master's degree in physics, mechanics and fluid dynamics, and also flies B747-400 as first officer.


Callie Choat, Managing Director Safety Assurance & Environmental Programs, The New American Airlines

Headshot - Callie ChoatCallie directs and manages the company’s safety assurance programs which include Internal Evaluation, Code-share surveillance, and Safety Management Systems, Hazardous Materials/Dangerous Goods, Environmental and Sustainability programs. Callie previously held positions at US Airways as Director of Safety Assurance Environmental Programs and Director of Systems Operation Control. Prior to joining US Airways Callie was Senior Director Systems Operation Control for Spirit Airlines. Callie is a licensed dispatcher, and is currently attending Columbia Southern University completing a degree in Environmental and Emergency Management.



Robert Dodd, Senior Director, Safety & Risk Management, Aloft Aviation Consulting

Headshot - Robert DoddBob recently retired from Qantas after a distinguished career in aviation safety. At Qantas he was instrumental in building the airline’s safety management system including innovative developments in risk management across a broad range of risk areas. In his role with Qantas, Bob managed all aspects of the safety function including investigation, audit and evaluation, safety data and analysis and risk management. He was instrumental in proposing and implementing new safety governance oversight reporting supporting the Group’s Board Safety Committee and acted as the safety advisor to operational managers from Flight Operations, Engineering, Cabin and Ramp Operations.

Prior to joining Qantas he managed his own consulting firm providing aviation safety management and regulatory advice. During this period he provided advice to governments on subjects ranging from the establishment of a new civil aviation administration to assessment of risks associated with major airport expansion as well as support to airlines in establishing and improving safety management processes.

As a General Manager with Australia’s Civil Aviation Safety Authority, he helped guide the newly formed organisation into a new world of system based safety regulation. He accepted a key role in establishing and leading a program of industry and technical experts to totally rewrite the country’s regulatory structure. His skills in building consensus across a disparate and fractious industry were instrumental in establishing a foundation for all future efforts. Subsequently he accepted the challenge of substantially revitalising safety promotion efforts in Australia developing innovative communication concepts that are still widely used and applauded.

Bob has an extensive and varied knowledge and background that support his management and leadership skills. Graduating from a mathematical physics background he spent 15 years in marketing and market research both within companies and as a service provider. His experience in aviation safety covers two countries, Canada and Australia, and includes safety systems, safety regulation, investigation and analysis in both jurisdictions. Capping this has been over a decade in the day-to-day management of operational safety in an airline from the board level to the ramp.

Mike Halloran, AFS-900 SMS Team Member, Federal Aviation Administration

Mike Halloran, has worked in the FAA for over 17 years as a Principal Operations Inspector at the Scottsdale Flight Standards Office. For the last 7 years he has focused on Safety Management Systems development and promotion with the SMS Program Office.

Simon Foo, Business Analytics Analyst, Southwest Airlines

Head shot - Simon FooSimon received his Professional Aeronautics degree from Embry Riddle Aeronautical University and has continuingly applied his aviation safety knowledge in the aviation industry. After his 18-year career with the Air Force, Simon decided it was time for a change to a civilian career and entered commercial aviation, where he started as an Airframe & Power Plant Mechanic and served five years with an Aircraft Repair station in Phoenix/Goodyear, Arizona. He continued his passion in Safety and stayed eight years with Mesa Airlines where he left after serving as a CASS Supervisor and then finally as the Internal Evaluation Program manager. He recently assisted with the launching of the SWA Station Assurance QA/QC Program while contributing his business process knowledge in configuring and testing of the Reliance EtQ Audit & Survey application presently used. He can be contacted at


Frank Jackman, Director of Publications, Flight Safety Foundation & Editor-In-Chief of AeroSafety World

Head shot - Frank JackmanPrior to joining the Flight Safety Foundation in April 2012, Jackman spent nearly 25 years with McGraw-Hill’s Aviation Week. He started as a reporter for Aviation Daily, and later was editor-in-chief of the group’s award-winning Overhaul & Maintenance magazine before becoming editorial director of O&M and the World Aviation Directory. After a brief foray into Lean Six Sigma and business process management, Jackman returned to the editorial side as deputy managing editor, civil aviation for Aviation Week, and later served as editor of Aviation Daily and managing editor, civil aviation, for the Aviation Week Intelligence Network. Before moving into aviation journalism, Jackman was a reporter for the Tampa Tribune and reporter and editor for the Danville (Va.) Register.


Tom Lintner, President & Chief Executive Officer, Aloft Aviation Consulting

Head shot - Tom LintnerTom leads several organizations focused on aviation safety, regulatory compliance and commercial activity throughout the US, Europe and the Middle East. He also holds the position of Civil Expert in Air Traffic Control and Flight Operations Emergency Management to NATO – Brussels.

With over 40 years of aviation experience in aircraft command and operations, US FAA and European air traffic control, airline dispatch, flight and ATC training, Tom has been successful in building alliances between international organizations supporting advances in safety, performance management and training. He has extensive experience with aircraft accident and incident investigations and subsequent litigation activities.

Following the world events of 2001, he was deeply involved in security, emergency operations, and supporting military operations on behalf of the U.S. Government. He retired from the U.S. FAA having served in various roles including Manager of the Air Traffic Investigations Division, Manger of Air Traffic Terminal Procedures Branch and other assignments in senior management positions in Washington D.C. Tom led the air traffic investigations for numerous major accidents including the explosion of TWA’s Boeing 747 Flight 800 off the coast of Long Island and the aircraft crash into the White House. He was responsible for providing expert support in accident litigation for the FAA Office of General Counsel and the Department of Justice.

Tom has represented the US government in international negotiations, provided direct investigatory support to the US Secret Service, Federal Bureau of Investigation and both the Senate and House Aviation subcommittees on sensitive operational issues. He is a member of the International Aviation & Transportation Safety Bar Association, formerly the NTSB Bar Association, and the Lawyer-Pilots Bar Association. Tom maintains an Airline Transport Pilot License and remains a current instructor pilot in technically advanced aircraft. He holds dual citizenship with the United States and Ireland.

Register Now

Use the form below to sign up for this free event.
Questions? Please contact Angela Lodico:

* Required Fields