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New Growth Strategies for Small and Medium CNC Shops

SOUTHWEST Session: Are you getting the most out of your operations? Many manufacturers leave performance on the table due to outdated CNC machining processes, practices and programming. In this expert panel presentation, FANUC America’s Executive Director of Aerospace and Defense Rick Schulz will lead a discussion about how to take advantage of new technologies, create automation strategies, and utilize IOT and digitalization software to drive operational success. Audience Takeaways: -Learn growth strategies on how to keep machining operations competitive and profitable. -Hear from industry leaders on their realistic approaches to AI for impactful ROI. -How to mitigate pain points with optimizing equipment and taking advantage of advanced machining functionality. -Best practices on setting up shops to support more flexible and effective operations. -Using cutting-edge CNC technology, IoT, digitalization and other tools to drive operational success. -Phasing in newer technologies into existing production lines. -Planning and preparing for your next CAPEX for the best ROI. -How to be effective and productive while facing a tight labor market and a growing skills gap. -Steps to a more self-reliant company using in-house capabilities. -Developing meaningful partnerships in the industry.

Ben Allen

Speaker at SOUTHWEST: Ben Allen, Chief Executive Officer, Manufacturing ROI, LLC

CMMC Rescue - Avoiding Audit Failure

SOUTHWEST Session: Many manufacturers are stuck in “CMMC hell,” overspending, missing deadlines, and relying on providers who have never taken a company through a successful Level 2 audit. The result is frustration, wasted budgets, and failed assessments. In this session, Manufacturing ROI founder Ben Allen shares how to identify the warning signs of a failing CMMC plan and the steps to rescue it. Attendees will learn how to realign leadership and IT around a realistic roadmap, find funding to offset compliance costs, and select the right partner to ensure audit success. Manufacturing ROI is the nation’s only CMMC compliance brokerage, focused on helping manufacturers achieve compliance faster and more economically. This presentation offers a clear, practical path to avoid audit failure and turn CMMC from a costly burden into a strategic advantage.

Denis Larscheid

Speaker at SOUTHWEST: Denis Larscheid, Sr Applications Engineer, Hawk Ridge Systems

Manufacturing Visibility: How Odoo + Novobi Enables Data-Driven Decisions for Productivity, Quality, and Financials

SOUTHWEST Session: Manufacturing success relies on visibility—the ability to monitor production, quality, and financial metrics in real time. However, many manufacturers still struggle with disconnected systems that slow decision-making and hide the true state of operations. This session will demonstrate how a unified ERP solution enables manufacturers to gain operational insights, reveal performance data, and make informed, data-driven decisions. Through practical examples, we will show how the platform leverages data across CRM, shop floor, quality, and accounting workflows. Attendees will learn how teams use Odoo to forecast staffing and material needs, monitor productivity at each work center, track the cost of goods sold, and ensure quality consistency for every order. With clear metrics and user-friendly dashboards, manufacturers can transition from reactive reporting to proactive optimization. This presentation will also discuss how this integrated approach enhances financial visibility — connecting every transaction, production run, and quality checkpoint into a single source of truth. By connecting operational and financial data, leadership teams can identify inefficiencies, drive profitable growth, and gain clarity to prioritize investments. Whether your goal is to reduce downtime, improve first-pass yield, or strengthen margins, this session will show how visibility, powered by Odoo and Novobi, transforms manufacturing performance from the shop floor to the CFO’s office.

Morgan Conque

Speaker at SOUTHWEST: Morgan Conque, Vice President of GTM Strategy, Ashling

The QuickBooks Compliance Crisis: How One Machine Shop Nearly Lost Their Lockheed Contract

SOUTHWEST Session: QuickBooks is one of the most widely used accounting platforms in manufacturing but it’s also one of the most overlooked compliance risks. In The QuickBooks Compliance Crisis, Justice IT Consulting reveals how one AS9100-certified machine shop nearly lost its Lockheed Martin contract after a simple QuickBooks setup violated CMMC and DFARS cybersecurity requirements. This presentation shows how the manufacturer turned a near-disaster into a success story using a proven seven-step strategy to isolate QuickBooks from CUI systems, apply multi-factor authentication, document data policies, and update their System Security Plan resulting in a 110 SPRS score and zero workflow disruption. Attendees will discover how to identify compliance pitfalls in everyday business tools, safeguard critical data without replacing core software, and build a defensible cybersecurity posture. Learn how to keep your QuickBooks and your contracts: compliant, secure, and audit-ready.