Join us for a fun and informative learning experiences that will transform how you think about the work you do and the leadership you provide

Specialty Workshop

Virtual Live: Introduction to Lean Management Accounting 

Thurs/Fri, June 23-24, 2022
Learn Lean Financial Thinking to Connect Operations and Finance
Facilitator:  Nick Katko - President BMA and Co-Author of Practicing Lean Accounting

Objective:  To understand the benefits of a lean management accounting system for a lean company and the steps necessary for a lean management accounting transformation.

Purpose:  An introductory course to explain why a lean organization must develop an effective and efficient management accounting function that complements its financial accounting system to provide a knowledge base for effectively making decisions about the future (this is critical because the focus of financial accounting is on past activity). Lean accounting makes relevant information available to decision makers on a timely basis..


In this virtual, interactive workshop, through training, case study exercises and discussion, you will learn:

  • how to build and use a lean management accounting system to make relevant information available to decision makers on a timely basis

  • why lean organizations need lean management accounting systems

  • how to sustain a lean management accounting system with lean financial coaches

About Facilitator:

Nick is President and owner of BMA. For over 30 years, Nick has leveraged his lean accounting experience and philosophy  in assisting BMA clients in developing, leading and coaching them in their lean accounting transformations. Nick has worked with companies around the world, from family-owned businesses to multi-national companies,  in industries such as manufacturing, healthcare, software, engineering and service.


Nick is an early pioneer of lean accounting. In the 1990’s, as CFO of Bullard, Nick implemented a complete lean management accounting system in conjunction with Bullard’s lean transformation, which included eliminating standard costing.


Nick is a regular speaker at the annual Lean Accounting Summit and has also presented at conferences in the United States, Europe, Asia and Australia.


Nick is co-author of “Practicing Lean Accounting” (2021) and author of “The Lean CFO” (2013), which has been translated into Turkish and Italian and a regular contributor to The Journal of Cost Management.


Target Audience: 

  • Business owners and executives

  • CFOs, Controllers and other accounting professionals

  • Operational managers

  • Lean leaders

  • NASBA continuing education credit - 9 hrs​

Location: On Zoom

Length:  Five 90-minute sessions (7.5 hours total) as follows:

DAY 1         8:15 - 8:30am Connectivity and Setup

 8:30 - 10:00am <break> 10:30am - 12:00pm <lunch> 1:00 - 2:30pm

DAY 2        8:30 - 10:00am <break> 10:30am - 12:00pm

Price:  $299 early bird, $249 for 5 or more, $349 regular

Hybrid:  7 Habits of Highly Effective People

July 21-22, 2022
Effective organizations start with effective people
Facilitator:  Dr. Eric Olsen - Director Central Coast Lean

Objective: Achieve personal effectiveness as a prerequisite to organizational effectiveness.


Purpose: In this in person interactive workshop we cover all 7 Habits in 2 days. It is impossible to have an effective lean organization without effective associates and managers. Central Coast Lean invests a great deal in providing high quality lean training and access to lean thought leaders. In assessing our process, it became obvious that we want to provide training to people who feel empowered to use it. The 7 Habits of Highly Effective People Signature Edition 4.0 helps participants not only learn to be more effective, but also shows them how to use processes and tools to live and apply the 7 Habits every day. 


Approach: This year, the workshop is set up in a hybrid model allowing participants the choice to attend in person or join us on Zoom. It consists of live lectures, discussions and interactive exercises that are also on Zoom supported with videos and opportunities for self-reflection. All participants will also receive an online, 360 degree “7 Habits Assessment” to complete prior to the Workshop.


Target Audience: All managers and associates. No prerequisites. Great for hybrid teams joining from various locations!


Location: Hybrid

In Person - San Luis Obispo

Virtual - On Zoom


Length: 2 days, 8:00am - 5:00 pm


Price: $349* early bird; $299* each for 5 or more, $399* regular registration

* Note: Participants must purchase the additional $115 Training Kit from Franklin-Covey (a special link and discount code will be provided) at least 1 week before the class.

COVID Safer Operation Policy

In order to practice lean respect for people, Central Coast Lean requires all in person workshop participants to be vaccinated AND boosted.  Please help us by reviewing the Policy verification and practice requirements BEFORE registering for any in person CCL workshop or event.  Your registration indicates your agreement to comply with this policy.

Link to Policy

If you have any questions or concerns, please contact Eric Olsen – Director Central Coast Lean

Central Coast Lean Leadership Workshop Series

Lead by Dr. Eric Olsen, the CCL Leadership Series provides associates and managers with exposure to key concepts, principle, practices, and experiences, which will enable them to lead their organization, teams, and co-workers on a lean journey. Sharpen your personal team’s lean skills with these 5 highly interactive Workshops that will cover the following: 


Personal effectiveness and working with others

Lean Thinking 


Improvement project Methodology 


Group problem solving and facilitation 


Lean leadership and culture development 



Lean learners who complete the whole series will be Central Coast Lean Leadership Series Certified

PRICE: $1,349

In Person:  New to Lean

Fri, September 23, 2022
Learn and do the basics
Facilitator:  Dr. Eric Olsen - Director Central Coast Lean

Objective:  Understand the principles underlying lean thinking and a lean transformation for your organization.

Purpose:  Introductory course to lean for managers and associates whose organization has started or is exploring starting a lean transformation.  Provides a common baseline understanding of how lean works and the prerequisites for success.

Approach:  This 7.5-hour workshop uses the Shingo Model (i.e. Cultural enablers > Continuous improvement > Enterprise alignment > Results) to build an understanding of lean, its underlying principles, and how lean can transform how an organization works.  Lectures, videos, and simulations are used to introduce concepts and tools.  Liberating Structures are used to level the playing field and allow everyone the opportunity to engage with the materials and others for an effective learning experience.  Ends with an assessment of how lean your organization is currently and where there are opportunities for improvement. 


Target Audience:  All managers and associates.  Knowledge of lean or six sigma is not required.  Participants already knowledgeable in lean can attend to build a common framework with their team or become facilitators.

Location: San Luis Obispo, CA 


Length:  1 day, 8:00am - 5:00 pm

Price:  $299 early bird, $249 for 5 or more, $349 regular

I just want to do my job
Eric Old - 15 Do Job Only Desk.png
It is my responsibility to both do my job and to improve my job
Eric Old - 16 Do and Improve Job

In Person:  Lean Project Simulation

Fri, November 18, 2022
Dive into Project Based Process Improvement
Facilitator:  TBD 

Objective:  Learn to apply the foundational tools of a LSS problem-solving process. You’ll work in a small team to progress through a short process improvement project to help Pete’s Pizzeria deliver on their service guarantee. Roll up your sleeves and practice applying core DMAIC tools such as: Project Charter, Data Stratification, Measurement System Analysis, Regression, Root Cause Analysis, FMEA, Control Plans, and Visual Management.

Purpose:  Work teams need a common framework and approach based on the scientific method to drive continuous improvement. This workshop integrates lean and six sigma methodologies into a common team-based, problem-solving framework. Teams will practice the process and develop confidence in its application.


Problem-solving can’t “stay-at-home.”  We need to find new ways to work as a problem-solving team regardless of whether the team members are in-person, virtual, or working in a hybrid environment. This workshop is an excellent opportunity to practice and demonstrate kaizen (continuous improvement) online!

Target Audience:   All managers and associates.  Some exposure to lean and six sigma is beneficial.  More experienced and knowledgeable participants can help those newer to their lean journeys.

Location: San Luis Obispo, CA 


Length:  1 day, 8:00am - 5:00 pm

Price:   $299 early bird, $249 for 5 or more, $349 regular

In Person:  A3 Problem Solving Immersion

 Fri, January 20, 2023
Facilitate better thinking
Facilitator:  Dr. Eric Olsen - Director Central Coast Lean

Objective:  Learn to facilitate large group problem solving by providing a little bit of structure to unleash a wealth of creativity and positive engagement.

Purpose:  Engaging associates in problem solving is key to building a lean culture.  In particular, A3 problem solving (e.g. Theme, Current State, Problem, Goals/Targets, Analysis, Countermeasures, Plan, and Follow-up) is a powerful concept for lean practitioners.  This workshop teaches participants how to use A3 problem solving while simultaneously using Liberating Structures to engage teams or large groups.

Approach: Immersion Workshops are designed to introduce participants to a large number of Liberating Structures very rapidly. We take Liberating Structures online to create awareness of the range of possibilities that they open up. Also, covering a wide variety of structures underscores the idea that there is no single way to address many complex challenges. Another message that participants get loud and clear: you learn by doing.  Once you’ve seen lean and Liberating Structures in action, and practice doing it in the workshop, you can use it in any setting.  In this special immersion workshop for lean thinkers, we will be using an 8-step A3 framework to engage participants in a problem common to lean organizations.


Target Audience:  All managers, team leads, and supervisors who are tasked with engaging associates and facilitating their interaction.  Some exposure to lean is beneficial, but not required.


Location: San Luis Obispo, CA 


Length:  1 day, 8:00am - 5:00 pm

Price:  $299 early bird, $249 for 5 or more early bird, $349 regular, $299 for 5 or more regular

Just do it the way we always have. I'm sure there's a good reason for it.
Eric Old - 9 Same Ole Process.png
Maybe we should challenge the reasoning behind this. Processes develop organically overtime and often lose their connection to customer value
Eric Old - 10 Quesyion the Process.png

In Person: Leading Lean

Fri, January 20, 2023
Transform your culture

Facilitator:  Dr. Eric Olsen - Director Central Coast Lean

Objective:  Learn the qualities and subtleties of lean leadership and its key role in developing a culture of continuous improvement and operational excellence.

Purpose:  Serves as a capstone to the Central Coast Lean Leadership Workshop Series.  It covers the fundamentals of how good leadership applies in a lean transformation.

Approach: This integrates key elements of previous workshops in this series and allows participants to work through leadership challenges relevant to their own organizations.  The Toyota Kata and change management are covered as key elements in building a leadership style.  The Toyota Kata provides participants with a scientific method-based improvement and coaching approach that can provide any organization with new paths to discovery and higher performance.  Change management is a fundamental capability that every manager should have in their lean tool kit.  In this workshop we explore the 8-Step Kotter Change Model and how you can use it to make impactful change in your organization.

Target Audience:  All managers, team leads, and supervisors who are charged with implementing lean in their organizations.  Some background in lean or other experience in process improvement is preferred.

Location:  CIE HotHouse, Downtown, San Luis Obispo, CA

Length:  1 day, 8:30am – 5:00pm

Price:  $299 early bird, $249 for 5 or more, $349 regular

She is very valuable. She is the only one who knows how to do that job.
Eric Old - 1 Traditional.png
If everyone were cross-trained, we could respond to workload changes much faster.
Eric Old - 2 More Lean.png
The Wall of Ideas

Would you like a customized workshop for your organization?

This includes train the trainer!

Contact Us

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