Safely Charging Ahead: Navigating Battery Safety, Regulations & Innovation Symposium

live demonstrations & Expert Insights


November 18-19, 2024 | Americase, 6200 N-I35E, Waxahachie, TX 75165


This symposium will deliver a combination of live on-site demonstrations of battery safety testing and fire containment and expert-led interactive sessions. The agenda will cover the current and upcoming trends in battery safety practices, delivering the latest updates on safety and compliance in battery storage and transportation. The discussion will also focus on the current and future government regulations and code updates, as well as facility preparedness and planning. Optional DOT Certification Training Course is also offered.

Who Should Attend

  • Battery & Electrochemistry Industry Members
  • Battery Material Makers
  • Battery Manufacturing Equipment Makers
  • Data Center Operations Managers
  • Fire Code Officials
  • Facilities Managers
  • Environmental, Health, & Safety Managers
  • New Technology Startup Owners
  • Potential Investors in Lithium Technology
  • Academic Researchers
  • Other Battery Industry Members
Highlights from the February 2024 symposium

Pricing

Early bird (until September 18, 2024): $1,000
With DOT Certification Training: $1,300

Regular (after September 18, 2024): $1,100
With DOT Certification Training: $1,400

Includes soft copies of slides, breakfast/snacks/lunch, networking reception

Seminar will take place just outside of Dallas, TX:
Americase
6200 N-I35E
Waxahachie, TX 75165

Click the triangle next to agenda items to see detailed descriptions below.

8:30am-9:00am | Registration, breakfast, networking


9:00am-9:15am | Opening remarks, introductions


9:15am-10:15am | Live Demos: Recall Packaging and Thermal Runaway Containment Testing, by Raymond James

Demonstration of tests required for the following:

DOT Special Permit 16011 for the safe transportation and return of suspect and DDR lithium-ion batteries. This test is based on SAE G-27 Standard AS6413 (Performance based packaging standard for lithium batteries as cargo on aircraft).

United Nations Informal Working Group (UN IWG) Proposed Revisions to Standard UN 38.3 which address testing for lithium batteries and cells in order to classify them by size, chemistry, and formfactor into specific hazard categories. This standard is focused on ensuring safe transport of batteries shipped on their own or installed in a device, shipped by air, sea, rail, or roadway.


10:15am-11:45am | Battery Safety, by Shmuel De-Leon

Batteries have become daily use components for many applications. New growing segments like EV and Grid storage batteries extend the traditional ordinary battery applications. In the race for energy density, we shouldn’t forget safety – as an example, the Samsung Galaxy Note 7 battery safety case. Unfortunately, we face daily safety events with injuries and severe damage. This seminar focuses on portable, stationary, and automotive battery safety along the battery life cycle (acceptance, testing, assembly, use, storage, transportation, and disposal). The training incorporates Shmuel De-Leon and other experts on battery safety, representing over 30 years of work in the field. The motivation behind the training is to provide attendees with the knowledge needed to safely handle and store the batteries in their organization and to support reduction in safety events. Topics to be covered:

  • Battery Safety Hazards: Videos and examples
  • Battery Safety Guidelines: Recommendations on proper work with batteries (acceptance, testing, battery pack design, use, storage, transportation, disposal)
  • Battery Safety Events: Recommendations on how to handle
  • Battery Safety Equipment: Checklist for labs and warehouses

11:45am-12:30pm | Lunch


12:30pm-2:00pm | Navigating the Current and Future Landscape of Lithium-ion Batteries: An Expert Panel Discussion

Moderators: James Egloff and Michael McGowan of Americase
Panelists: Chris Egloff of Americase, Tom Ferguson of Currie Associates, Paul Johnson of ALL4, Todd Mackintosh of General Motors, Mike Pagel of HazMat Safety Consulting, John Redman of Toyota Motor North America

This panel of industry experts will address some of the hottest topics concerning lithium-ion batteries today and in the future. Discussion will include regulatory issues concerning battery storage and transportation, future fire code implications, as well as risk management and insurance considerations. The panel will also address how to prepare for battery recalls and how to best plan for battery end of life and recycling. The panel includes a Q&A session where the panelists will answer your questions, even those tough “elephant in the room” ones – no holds barred! Topics covered include:

  • Battery storage and transport regulations
  • Future fire code implications
  • Insurance/Risk management concerns
  • Recalls, end of life, recycling planning

2:00pm-2:15pm | Afternoon break/refreshments


2:15pm-3:00pm | Li-Ion Regulatory Updates and Outlook – Storage, by Mike Pagel

2024 marked the first year that on-site lithium battery storage guidelines were included in the ICC’s International Fire Code. Though these standards are not in effect in most places globally, they provide an insight into where regulators, fire code officials, and insurers are with regard to lithium battery storage safety. This session will review the 2024 IFC standards, explore how these standards are implemented, and provide practical recommendations for getting your operation in line with the new code environment.


3:00pm-3:45pm | Li-Ion Regulatory Updates and Outlook – Transportation, by Tom Ferguson

TBC


3:45pm-4:30pm | Li-Ion Battery Storage, Handling and Disposal, by Paul Johnson

TBC


4:30pm-4:45pm | Late afternoon break/refreshments


4:45pm-5:45pm | Live Demos, by Raymond James
  • Drop Test – required for UN Performance Boxes certification per 49 CFR §178.603.
  • Stack Test – required for UN Performance Boxes certification per 49 CFR §178.606​.
  • Thermal Runaway Containment Test – this demonstration will show the thermal runaway containment capability of Americase’s Battery Backup Unit (BBU) case.  

5:45pm-7:15pm | Networking reception with cocktails and heavy hors d’oeuvres
  • This is an unparalleled opportunity for you to meet other industry professionals, make new business contacts, and have in-depth discussions with the presenters.


8:30am-9:00am | Breakfast, networking


9:00am-10:00am | Facility Preparedness/Planning for Potential Thermal Runaway Events, by John Redman
  • TBC

10:00am-10:45am | SAE J3303 Lithium and Lithium-Ion Cell and Battery Containment Performance, by Todd Mackintosh
  • The 2024 International Fire Code has certain exceptions for lithium batteries being stored in “approved” containers. Which begs the question, what does “approved” really mean in practice? To assist the Fire Code Officials that have approval authority, the SAE Battery Transportation and Storage committee is in process of developing an industry recommended practice, J3303 – that outlines performance of safe storage containers that mitigate risks associated with storing lithium batteries. This session will inform attendees on the scope and initial outline of this document, its progress, and potential applications.

10:45am-11:30am | A Tale of Fire and Laptops: Case Studies in Battery Failure Analysis, by Hernan Sanchez, Ph.D.
  • Despite great improvements across the battery industry in manufacturing and quality monitoring, the ever-growing public scrutiny on any battery failure, particularly thermal events, has made it almost mandatory for most companies to be able to perform a post-failure investigation.
  • In this talk, Dr. Hernan Sanchez leverages Exponent’s real-life experience in dealing with battery fires across the world to replicate various laptop failure modes – such as external heating, puncturing, or crushing – walking the audience through the failure analysis process and highlighting how even small changes if the failure condition can result in drastic differences in the internal and external damage patterns. 

11:30am-12:30pm | Lunch


12:30pm-3:30pm | DOT Certification Training: Lithium Battery Shipping (optional course; must be registered in advance), by Mike Pagel
  • This dangerous goods training course with focus on the shipping requirements for lithium batteries, ranging from small batteries that power consumer electronic devices to high energy batteries that power electric vehicles. The training course will cover: 
  • General Overview of DG Regulations
  • Safety & Security Awareness
  • Hazards of Lithium Batteries and Signs of Damaged Batteries
  • UN 38.3 Testing Requirements & Classification of Prototypes
  • Differences Between “Small” and “High Energy” Lithium Batteries
  • How to Ship Lithium Batteries via US Highway, Ocean, and Air
    • Required Packaging
    • Hazard Marks/Labels
    • Documentation
  • Upon completion of this streamlined course, participants will be certified to classify, package, label, mark, and document shipments of lithium batteries in accordance with US DOT 49 CFR, IATA DG Regulations, and the IMDG Code. Certificates of completion will be provided.
  • This course will certify attendees to ship lithium batteries. It will not certify to ship other types of dangerous goods (e.g., flammable liquids, compressed gases, corrosives, etc.)


Shmuel De-Leon, Founder and CEO, Shmuel De-Leon Energy, Ltd

Shmuel is a leading international expert in the business of batteries. Prior to founding the company, for over 21 years Shmuel held various positions in battery electronic engineering, and as a quality control team manager. Shmuel holds a BSc. in mechanical engineering from Tel-Aviv University, an MBA in quality control and reliability engineering from the Technion Institute in Haifa as well as an Electronic Technician’s diploma. Shmuel has a deep knowledge of the battery technologies and market, and supports many customers as their main battery consultant.

Chris Egloff, VP Strategic Business Opportunities, Lithium/HazMat Division, Americase

Chris Egloff is our VP of Strategic Business Opportunities of the Lithium & Hazmat division. In this role, Chris communicates and leads projects for some of Amerciase’s largest clients, in addition to effectively coordinating and executing the full sales process with our hazmat clients. However, his biggest priority is acting as an essential customer advocate, consulting in regards to hazmat regulation. Chris’ 15+ years of previous experience in the medical software industry built his general foundation for being successful in a sales environment. In this time, he learned the important aspects of each partnership, no matter the industry, shape, or size, with his most heartfelt lesson being in the value of honesty, high quality products, and close relationships. Chris is a member of multiple industry and standards organizations, including the Council on Safe Transportation of Hazardous Articles (COSTHA), The Rechargeable Battery Association (PRBA), Danger Goods Advisory Council (DGAC), and UN Sub Committee on the Reclassification of Lithium ion and Metal Cells. He is also an SAE G27 writing and voting member, and an advisor for the Medical Device Transport Council (MDTC).

James Egloff, Chief Operating Officer, Americase

James is the Chief Operating Officer for the Americase team. James oversees all personnel, including all management staff, and processes of Americase’s day-to-day operations, while also providing a focus on personal development, managing the Americase Leadership Forum, and offering guidance to business development, account management, R&D, and marketing initiatives. James has held a variety of positions in his five years at Americase prior to accepting the Chief Operating Officer role, including VP of Business Development and Director of Sales & Marketing. However, James’ prior management experience comes from his sales and business development background in the healthcare information technology space working with companies like Phoenix Ortho and NextGen Healthcare Systems.

Tom Ferguson, PG, CHMM, DGSA, President & Chief Regulatory Compliance Officer, Currie Associates

Tom has nearly 30 years of compliance experience with emphasis on the safe and efficient transportation of dangerous goods. He is currently the President and Chief Technical Officer for Currie Associates, and Administrator for the Council on Safe Transportation of Hazardous Articles (COSTHA) and the International Vessel Operators Dangerous Goods Association (IVODGA). Tom leads the COSTHA delegation to the UN Subcommittee of Experts on the Transport of Dangerous Goods (UNSCOE) and serves as the Secretary for the UN Informal Working Group on Lithium Batteries. His extensive background includes Development and delivery of dangerous goods training programs for all modes, Head of Delegation to the UN Subcommittee of Experts (UN SCOE) on the Transport for Dangerous Goods for the Council on Safe Transportation of Hazardous Articles (COSTHA) and International Vessel Operators Dangerous Goods Association, Secretary for the UN Informal Working Group on Lithium Batteries, Successful preparation and approval of more than 30 Special Permits and competent authority approvals, Elected Member of the IATA Dangerous Goods Board, Elected Member of the IATA Dangerous Goods Training Task Force, Chairman of the COSTHA Air Carrier Roundtable, Participation on the Air Transport Association (ATA) Hazardous Materials Committee, Participation with the National Academies of Sciences Transportation Research Board on electronic shipping papers and dry ice by air. Previously Tom served as the Global Manager, Dangerous Goods Management for Delta Air Lines. Tom received a Bachelor of Science Degree in Environmental Geology from Georgia State University, and a Master of Science Degree in Coastal Geology and Hydrogeology from the University of South Florida.

Raymond James, Principal Engineer, Fulcrum Testing

Raymond designs and conducts destructive testing experiments to verify Americase packaging solutions satisfy customer and regulatory body safety requirements for shipping dangerous goods. Raymond has been in the industry since 2018 and is a member of multiple industry and standards organizations, including SAE G27, UN Informal Working Group on Hazard Classification of Lithium Batteries, and Battery Transportation Committee. He holds a Master of Science degree in Electrical Engineering from the University of Texas at Arlington.

Paul Johnson, Senior Managing Consultant, ALL4

Mr. Paul Johnson is a Senior Managing Consultant at ALL4 with over 30 years of experience in environmental health and safety, hazardous waste management, transportation, and emergency response. Prior to joining ALL4, Paul held the position of Executive Director of Environmental Affairs at KBI. Paul was responsible for all facets of TSDF compliance at the battery recycling and precious metals recovery facilities including the oversite of all water, air, and hazardous waste permitting. Paul has experience in the hazardous waste management industry, import and export logistics and EHS compliance. Paul has specialized knowledge and experience in the battery and metals recycling industries. Prior to the position at KBI Paul began his career in the environmental services industry in 1990 working in the TSD operation, DRMO waste management and off-site emergency response. Since joining ALL4, Mr. Johnson has been involved in battery training and planning projects, transportation and facility compliance projects, Part B operating permits amendments and modifications, and environmental audits. Paul’s experience has focused on battery safety, DOT and RCRA compliance. Project support work has been performed for clients with facilities in Texas, California, Nevada, and Pennsylvania.

Todd Mackintosh, Battery Systems Engineering Technical Lead, General Motors

Todd Mackintosh is the Battery Systems Engineering Technical Lead for General Motors with over 29 years working in the battery industry. Todd has held various engineering positions covering manufacturing, product development, standards and regulations.  Todd currently chairs the SAE Battery Transportation & Storage Committee, is a member of SAE G-27 ‘Lithium Battery Packaging Standard’ committee, actively participates in the UN informal working group on lithium batteries and serves on The Rechargeable Battery Association (PRBA) Board of Directors.  Todd has been appointed by the US Dept. of Transportation to represent US auto manufacturers on its Lithium Battery Air Safety Advisory Committee and elected as an SAE Fellow.  Todd has 12 patents / trade secrets, a Bachelor of Science Degree in Manufacturing Engineering from Miami University and a Masters of Energy Systems Engineering from University of Michigan. 

Michael McGowan, Vice President of Sales and Business Development, Americase

Michael McGowan is the Vice President of Sales and Business Development for Americase, with 23 years of experience leading in the dynamic realm of medical software. His expertise lies in propelling small start-ups to unprecedented heights through innovative thought leadership and visionary ideas. Mike’s enthusiasm for mentoring sales teams and passion for developing relationships has led to a remarkable track record of success. Mike’s journey in sales and business development began from the ground up, starting with pivotal roles in operations and sales. His relentless dedication and strategic acumen propelled him through the ranks, culminating in his role as Vice President of Business Development and Sales. 

Mike Pagel, Senior Consultant, HazMat Safety Consulting

Mike Pagel is a Senior Consultant with HazMat Safety Consulting. As a dangerous goods consultant, Mike partners with clients to improve their hazmat transportation programs. This includes creating customized training courses, conducting on-site transportation compliance audits, general consulting support, assistance with Special Permits & Approvals, and developing company shipping procedures. Mike supports a range of clients with lithium battery transport and storage compliance, including producers of medical devices, battery recyclers, electric vehicle makers, packaging manufacturers, and consumer electronics companies. Mike started in the industry in 2012 at PHMSA’s Hazardous Materials Information Center (HMIC) at DOT HQ in Washington, DC. For two years, Mike supported the HMIC by answering thousands of questions on PHMSA’s Hazardous Materials Regulations. In this role, Mike worked directly with PHMSA Rulemaking, Approvals & Permits, and Technical staff.

John Redman, CGDP, Manager of Dangerous Goods Compliance, Toyota Motor North America

Manager of Dangerous Goods Compliance for Toyota Motor North America (TMNA) with 27+ year career managing the development, standardization, and execution of enterprise-wide hazmat programs. Provides regulatory compliance oversight and high-level regulatory guidance regarding the proper handling, transport, compliance, and management, of dangerous goods. for 87+ TMNA facilities. Evaluates and tracks all lithium battery and dangerous goods transport regulations/legislation, while providing strategic recommendations and targeted solutions to Executive Leadership team. As Toyota’s Dangerous Goods Transportation SME, interacts directly with a variety of government agencies to research and obtain accurate interpretations. Privileged to represent Toyota in numerous industry groups including the Supplier Partnership and SAE. Honored to represent TMNA as a board member of both COSTHA & PRBA including participating as a member of their delegation to the United Nations Sub-Committee of Experts. 

Hernan Sanchez, Ph.D., Principal Scientist, Exponent

A chemist by training, Dr. Sanchez’s background encompasses both materials synthesis and characterization, specializing in the analysis of lithium-ion batteries and renewable energy catalytic processes. During his time at Exponent, Dr. Sanchez has worked on evaluating current and next-generation battery and energy storage technologies via quality analysis, performance and accelerated lifetime testing, cell design/materials evaluation and failure analysis. Dr. Sanchez is also skilled in a variety of both destructive and non-destructive characterization techniques, which he has applied to a variety of industries, including consumer electronics, chemicals, medical devices, transportation and aerospace. Besides his primary foci in high-resolution computed tomography X-ray (CT) scanning and Fourier-Transform Infrared Spectroscopy (FTIR), Dr. Sanchez also has extensive experience in various electrochemical (voltammetry, amperometry), microscopy (SEM/TEM, AFM), material properties (TGA, DSC, BET) and spectroscopic (XPS, XAS/XES, Auger, UV-Vis, Raman, XRD) techniques. On the synthesis side, Dr. Sanchez is knowledgeable in both hydrothermal and solution synthesis of macro, meso and nanostructured materials. Dr. Sanchez is experienced in the synthesis of carbon-metal composite nanomaterials on either graphene or carbon nanotubes for battery and super capacitor applications.


Cancellation Policy

Written notice only will be accepted:
Until October 18, 2024 – 50% refund; From October 18, 2024 – No refund


Area Lodging and Dining Options

If you are planning to stay in Waxahachie during the seminar, below please find links to some of the local hotels and restaurants.

Hotels

Hampton Inn & Suites Waxahachie

Fairfield Inn & Suites Dallas Waxahachie

Holiday Inn Express & Suites Waxahachie

Restaurants

Branded Burger Company

Campuzano Mexican Food

Carino’s

Chic-fil-a

Chili’s

Fish City Grill

Mi Casa Mexican Cuisine

Ohana Sushi & Ramen

Olive Garden

Panera Bread

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