Professional Development Day - PMI...
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Professional Development Day It Starts with Us! September 23, 2017 VENUE: UNC CHARLOTTE CENTER CITY Featuring Keynotes from: Nicolas Errico Leadership Carmen Bonilla Virtual Teams Kevin Ciccotti Human Factors & Teams PLUS: 5 Professional Tracks 25 Industry Leading Speakers Community Projects Earn 7+ PDUs EVENT GUIDE
Transcript of Professional Development Day - PMI...
Professional Development Day
It Starts with Us!
September 23, 2017
VENUE: UNC CHARLOTTE CENTER CITY
Featuring Keynotes from:
Nicolas Errico Leadership
Carmen Bonilla Virtual Teams
Kevin Ciccotti Human Factors & Teams
PLUS: 5 Professional Tracks 25 Industry Leading Speakers Community Projects Earn 7+ PDUs
EVENT GUIDE
Table of Contents
President’s Message…….……………………………………………………………………………….. Board of Directors………………………………………………………………………………………… Event Prep..………………………………………………………………………………………………… Event Schedule……………………………………………………………………………………………. Volunteer Recognition…………………………………………………………………………………… FAQs………………………………………………………………………………………………………… Keynote 1 – Nicholas Errico…………………………………………………………………..………….. Keynote 2 – Carmen Bonilla………………………………………………………………….….……….. Keynote 3 – Kevin Ciccotti……………………………………………………………………..…………. Track 1 Topics and Speakers…………………………………………………………………………… Track 2 Topics and Speakers…………………………………………………………………………… Track 3 Topics and Speakers…………………………………………………………………………… Track 4 Topics and Speakers…………………………………………………………………………… Track 5 Topics and Speakers…………………………………………………………………………… Sponsors………………………………………………………………………………………………….... Directions…………………………………………………………………………………………………… UNCC Level 1 Floor Plan………………………………………………………………………………… UNCC Level 2 Floor Plan………………………………………………………………………………… UNCC Level 9 Floor Plan…………………………………………………………………………………
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President’s Message
Welcome Chapter Members and Guests to the 2017 Professional Development Day! At home and on the job, it starts with us! It’s an exciting time for project managers as the profession grows, matures and adapts to our ever changing business environment. This annual event is a collaboration of many minds and hands across industry, government and academia. We hope that you will find each session inspiring, engaging and educational. So often we are asked to lead and manage work, resources, sponsors and time. I hope that the day that is ahead of you will help you be more successful in making that happen. There are three fabulous keynote speakers to address our theme of the day and a host of session speakers to address strategic, leadership and technical topics that we tackle daily. Before I close, I would like to thank the PDD team for their hard work and dedication to putting this conference together. Thank you for your support and please enjoy the day!
Jennifer Baker Jennifer Baker President, PMI Metrolina
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PMI-Metrolina Board of Directors
Past Chapter Presidents Tonya Brown, PMP, Past President Term: 2013-2014 [email protected] Craig Marek, PgMP, PMP Term: 2011-2012 Randy Waymer, PMP Term: 2009-2010 Carla (Frazier) Hamilton, PMP Term: 2008 Yassin Chickha, PMP Term: 2007
Jennifer Baker Chapter President
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John Rush, PMP, PMI-PBA VP, Finance
Frank Clemente VP, Membership
Craig Marek, PgMP, PMP VP, Administration
Dani Beckman VP, Marketing
Robert Park, PMP, MBA, CSSB VP, Programs
Doug Harrington, PMP VP, Professional Development
vpprofessionaldevelopment@ pmi-metrolina.com
Nealand Lewis, PMP Term: 2006 Jim Branden, PMP Term: 2005 David Violette, PMP Term: 2003-2004 Gil Guay Term: 2002 Michael Petko, PMP Term: 1998-2002 Frank Anderson Term: 1996-1997
Dr. Flynn Auchey Term: 1994-1995 David Duncan, PMP Term: 1992-1993 Sally Whitney, PMP Term: 1988-1989 Bill Rixon Term: 1986-1987 Daniel Dudek, PMP Term: 1985
EVENT PREPARATION
Prior to the event you should: • Print a Parking pass and bring it with you to the event • Review this Event Guide as it includes everything you need to know for the day!
Day of the Event: • Preview your directions.
• Dress is business casual – be comfortable.
• Bring business cards for networking, vendor inquiries, and for event raffles.
• Food will be provided on premises, including coffee, juices, fruit and standard fare for breakfast, a hot lunch
buffet, and afternoon snack. Water will be available outside each venue and in the Atrium (2nd floor). Attendees are welcome to bring their own food and drinks (no refrigeration provided). If you have food allergies or other dietary needs, please make plans accordingly.
• Cell phones are to have ringers turned to vibrate or be turned off during presentations.
• Arrive between 7:30 – 8:00 am for registration on the first floor.
• Place your parking pass on your driver’s-side car dashboard.
• Keynote sessions will be presented in the Auditorium on the second floor.
• Speaker sessions for all tracks (1-5) will be on the 9th floor in rooms 901, 902, 904, 905, and 906.
• Each attendee will receive an attendee gift bag. Those who can’t attend or choose to view virtual sessions when posted will be mailed their gift bag.
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THANK YOU!!! A very special “Thank You” goes out to first-time PDD Director, Bryan Hall and all of our PMI-Metrolina chapter Volunteers who continue to make this event possible!
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Frequently Asked Questions
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Presentations and PDUs Will my PDUs be automatically updated for the event? PDUs for all sessions you attend at PDD will be automatically reported to PMI. Please allow 2-3 weeks for the updates to be displayed on the PMI.org website. Will the presentations be recorded so that I can view the sessions I do not attend in person? Yes. We are recording the slide presentations and speaker audio. All attendees will receive instructions for accessing the recordings as they come available after July 18th. If you view a recorded session it will be your responsibility to self-report the PDUs on the PMI.org website. All sessions will earn 1.0 PDU. These recordings will be available for 90 days. Do the sessions only fulfill the PDU requirements for the PMP credential? No. All sessions apply to both the PMP and CAPM credentials. Sessions may also apply to other credentials including: PgMP, PfMP, PBA, ACP, RMP, and the PMI-SP. Are the sessions compliant with the new PMI Talent Triangle? Yes. Tracks 1 and 2 specific to the Strategic and Leadership portions of the Talent Triangle, with other sessions noted around Technical areas. Keynotes and sessions in tracks be aligned with the appropriate leg of the Talent Triangle when the PDUs are reported. If you view recorded sessions you will need to determine which leg of the Talent Triangle applies when you self-report. Do I also earn PDUs for reading books made available during the PDD event? Yes. This follows the standard process for continuing education and self-reporting.
About UNCC What is the physical address of the UNCC Uptown Campus? The campus is located at 320 E. 9th Street, Charlotte, NC 28202 Where can I find more information about UNCC? Access the UNCC website at www.centercity.uncc.edu. What hours will the building be open for the Saturday PDD event? The building will be open 7:30 am – 6:00 pm. Only volunteers, speakers, and sponsors will be allowed access beginning at 7:00am to setup for the event. If weather is a factor attendees may be permitted into the building prior to 7:30am (for safety purposes only) and restricted to the first floor waiting area. What are the campus contact numbers? Main: 704-687-8902 Security Desk: 704-687-1512 How do I log onto the WiFi? Refer to WiFi Info and silver stanchions signs in the lobby and atrium. Where can I smoke? Smoking is not permitted anywhere inside or outside on the University property. The sidewalks across 9th or Brevard Streets may be used.
Food and Beverage Can I bring my own food and drink to the PDD event? You are welcome to bring your own food and drinks to the event. While drinks, snacks, and a buffet style lunch will be provided, if you have special dietary needs or preferences it is recommended that you take the opportunity to ensure your personal needs are met. Chilled water will be available at multiple stations on floors 2 & 9. What restaurants and/or hotels are within walking distance? 7th Street Station, Brixx, Queen City Q, Villa Francesca and more are within 3 blocks.
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Frequently Asked Questions
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Things I May Need Where is an ATM? 7th Street Market Where is the closest hotel? Holiday Inn Center City at the corner of 6th & N. College Streets is 4 blocks away. Where is the nearest bus stop? CTC at Trade & 5th Streets (across from Time Warner Cable Arena). The CTC is within walking distance by taking the sidewalk along the light rail to Time Warner Cable Arena/CTC. During Light Rail Extension construction walk up 9th Street, take a left on College Street, 4 blocks to Trade Street. Where is the nearest grocery store & pharmacy? Harris Teeter at 325 W 6th St, corner of 6th and Pine: South on N Brevard St 3 blocks, right on 6th for six blocks. CVS at EpiCentre: Follow the sidewalk past 7th Street Station to the EpiCentre (will be to the right of the CTC/Time Warner Cable Arena) Walgreens at 101 S. Tryon Street: Same as above then right on Trade. Corner of Trade and College Streets. Getting Around How do I call a cab? Numbers for cab companies: 704-334-6666; 704-333-3030; 704-333-3327 How do I get to I-77 from here? Exit the parking lot to the right, turn left onto 9th Street, turn left onto N Caldwell St; continue under the 277 bridge and take immediate left after the bridge. Stay in the middle lane and take the ramp onto 277. Once on 277, the 77N ramp will be to the right and the 77S ramp will be to the left. How much does a cab cost to the airport? Approximately $20-25
How do I get to the airport? By car: Take I-277 to I-77 South, take Exit 6B to Billy Graham Parkway and travel approximately five miles, exiting after the second traffic light at the Charlotte Douglas International Airport exit. Parking availability and locations will be indicated on signs along Josh Birmingham Parkway. By Sprinter: This shuttle runs between center city Charlotte to the airport ($2.00 each way). It comes every 20 minutes on weekdays and every 30 minutes on weekends. The vehicles are bright green. Catch the Sprinter at the corner of Trade & Tryon or at the CTC (Charlotte Transportation Center). The CTC is within walking distance by taking the sidewalk along the light rail to Time Warner Cable rena/CTC. During Light Rail Extension construction walk up 9th Street, take a left on College Street, 4 blocks to Trade Street. Weather Emergency What if we experience bad weather the day of the PDD event? You can get Weather Alerts by logging on to the UNC Charlotte web site for campus closures due to inclement weather or look under ALERTS on the main webpage. Call 704-687-1900 for closures and delay’s, or watch local news stations. You may also receive emergency text messages to your cell phone by signing up for campus alerts. Website: unccharlottealerts.com
KEYNOTE
Leadership of Tomorrow We don't need more project managers. We need project leaders! Take a journey as we discover what being a leader truly means! What is the transition to leadership we must all make? How might a magical fairy steal the show? Or a beautiful swan? Why does business need us? What is success? How can you convey your value? Are you a doer, director, or leader? What's the difference? What are hidden moments of truth? Master the Jedi mind trick, the WIFM, and understand the squirrel’s fate. Join me as we take an ironic, humorous, relevant, storybook adventure about the Leadership of Tomorrow.
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Nicholas Errico, PMP, PgMP
8:10 – 9:10
Keynote Sponsored by:
About Nicholas: Nicholas has an MBA, PMP, PgMP, PfMP, RMP, and SP certification. He is a regular speaker at PMI events across the country. His talks take the “from the field”, practical experience approach. Nicholas is known for his blend of ironic humor and storytelling to not only educate but entertain. Who said learning can’t be fun? He has a long history of working for professional services organizations. He is currently in Services Sales, but his extensive background in delivery gives him the full services perspective. Nicholas sits on the Iona College Project Advisory board, and just published his first book, “Off the Beaten Path – A Project Management Field Guide”. Nicholas has three wonderful children, a beautiful wife, and a dog. He is originally from New York, living in the Dallas area. Friends call him the “New York Cowboy.” Find out more at http://www.nicholasjameserrico.com.
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KEYNOTE
Building and Leading Virtual Teams In this presentation, you will learn the 8 essential building blocks required to form successful virtual teams and you will develop ideas about how to incorporate them into your virtual team building. You will be able to identify the 5 critical knowledge, skills, and abilities necessary in successful virtual team members and to include them in your recruiting process to make your teams even stronger. Learn the 4 behaviors that will make you a successful virtual team leader and incorporate them into your leadership practices. The presentation will be of value to both new and experienced virtual team leaders who are looking to build their teams to their next level.
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Carmen Bonilla, PMP
12:05 – 1:05
Keynote Sponsored by:
Leadership
About Carmen: Carmen Bonilla has helped transform the career futures of over 1,000 students and professionals through interactive workshops on advanced professional development, project management, and sales topics. She lectures at Rutgers Business School and at NYU’s School of Professional Studies, drawing on her 15+ years of professional experience, during which she developed expertise in Talent Management, Sales, and Project Management. She is the self-published author of A Workbook for Career Success. Throughout her career, she has held roles at CIGNA HealthCare, Swiss Reinsurance, the restructuring firm Kroll Zolfo Cooper, Citigroup and Baxter Healthcare. Most recently, she is providing business development services to small companies through her own company, Sales Propeller LLC. Carmen is a certified Big Leap Coach, Project Management Professional and Eric Lofholm Sales Trainer. She holds a bachelor degree Magna Cum Laude from University of Puerto Rico in Mayaguez and an MBA from New York University.
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Plan for Success When you rely on a solid plan that is well executed, you create the formula for success. At CPCC, our courses and certificate programs in project management and business analysis build your skills and knowledge to help you become more effective. From stakeholder management and project planning and control to creating functional specifications and managing risk, we want to see you succeed. For more information about a certificate, certification or exam prep, call or visit us online.
Enroll now! Upcoming project management and business analysis courses include: • Project Planning and Control • Determining Business Requirements • Leading the Way in Stakeholder Management • Using Microsoft Project for Effective Project Management
704.330.4223 | www.cpcc.edu
• PMP/CAPM Exam Prep • Data Gathering and Requirements Elicitation • Creating Functional Specifications • PMI-PBA Exam Prep
KEYNOTE
One of the biggest challenges to successful project implementation is the evolution of the project team. The challenge of taking a diverse group of individuals, with varying backgrounds and experience, from different functional areas, and placing them on a project team with a PM who has no direct authority, can severely undermine the success of any project. During this presentation, Kevin offers cutting-edge insights and strategies for developing world-class leadership skills, building more resonant relationships, and getting teams to commit and work together more effectively from the outset. These tools are on the leading edge of leadership strategies and human behavior, and are essential to the success of Project Managers. Gain a new understanding of how you can become a more effective leader in your life and organization. Learn tools and strategies that you can begin to implement immediately in order to develop your skills and take your project leadership to the next level.
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Kevin Ciccotti, CPCC, PCC
3:35 – 4:35
Keynote Sponsored by:
About Kevin: Kevin Ciccotti, CPCC, PCC, has been a student of peak performance, interpersonal communication, and human behavior for more than 25 years.He was trained at The Coaches Training Institute, the world’s largest in-person coach training organization. Kevin also trained with the Robbins-Madanes Center for Strategic Intervention, founded by world-renowned human performance experts Anthony Robbins and Psychotherapist Cloe Madanes. Kevin is certified by both CTI and the ICF, he adheres to the highest of ethical standards in the coaching industry, and in 2012 was named President of the Nevada Professional Coaches Association. Kevin’s work focuses on creating and sustaining powerful relationships in all areas of life – from personal to professional. He emphasizes the role of Human Needs and Key Decisions in the way we create our beliefs and patterns, and how those impact the way we interact with the world around us.
The Human Factor in Project Management - Leading Project teams to Breakthrough Success
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www.wcu.edu
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Master of Project Management (MPM) Western Carolina's fully accredited, online Master of Project Management (MPM) Program offers top quality graduate-level training for mid-career project managers as well as other professionals who aspire to management or project management careers. Western Carolina University is listed among the nation’s best providers of online degree programs in a collection of rankings released Jan. 12, 2016 by U.S. News & World Report, and the MPM program consistently earns recognition as a Top 5 "Best Buy" among U.S. graduate programs in business management. Accredited by PMI-GAC, WCU's MPM courses are pre-approved to provide you with contact hours that count toward the requirements to sit for the PMI Credential as well PDUs to maintain a PMI credential. Each faculty member has a doctoral degree as well as the PMP certification from the Project Management Institute (PMI). Demonstrated academic accomplishment complemented by significant and diverse real-world experience is the foundation for the MPM Program’s success. We also offer a Graduate Certificate in Project Management, designed for working professionals or military personnel who are looking for more experience through certification rather than pursuing a full degree. Unique characteristics of our MPM include: • First program to be accredited by PMI (1983) • First program accepted as a PMI Global Accreditation Center for Project Management • Highly academically qualified and professionally experienced international faculty • A broad project management perspective (not industry-specific) • A global focus, with faculty from India, China, and the USA • "Soft skills" for project management professionals • Opportunity to learn about and work in virtual project teams
TRACK 1 Strategic Track Sponsored by:
Paul Naso, Scrum Master / Project Manager Paul has an interest in sharing his passion and experience for both project management and yoga. He is equally experienced in both practices and has been successful in incorporating both. He has been practicing yoga for over 15 years, is a certified instructor by Yoga Alliance, and teaches at various YMCA's in Charlotte and Carmel Club. After 10 years as a student, he completed 200 hours of teacher training to become certified in Vinyasa Yoga through Yoga Alliance. He has continued to practice yoga on his personal journey toward a better life, which has helped him navigate stressful and challenging moments and stay centered during his professional career in Information Technology Management.
From Yoga Master to Scrum Master 9:20 am – 10:20 am Room 901
Michael Mulitis, Job & Position Marketing strategist Michael Mulitis will share what he has learned from having consulted with hundreds of project managers around the world on their personal branding and career challenges and he will explain why self-knowledge is such a critical success factor for everyone who wants to go through this process. Michael will explore the key personal questions that every professional, manager, or executive must find the answers to and that are universal across industry verticals. He will walk you through this experience and then demonstrate how one’s learning strategy, networking strategy, and personal branding strategy all flow logically from the answers.
Know Thyself, Brand Thyself! The Secrets to Marketing Yourself Strategically and Successfully 10:30 am – 11:30 am Room 901
Dawn Nicole, Secret Sauce Strategist & Chief GrowGetter • Discover Your Secret Sauce live on the spot including who makes your best clients and partners • Find out how to explain your Magic in a way that attracts • Get your Blue Print to more success using your Secret Sauce Top 3 Biggest Take-Away’s 1. How to Open-up MORE doors in LESS time 2. How to Create raving fans of your brand 3. How to Get paid what you’re worth
How to Discover and Develop Your 'Personal Brand' in a Global Workplace 1:15 pm – 2:15 pm Room 901
Jon Vordermark, Managing Director and Founder – MavenDog LLC Although the Project Management Institute took root in the '70s and '80s, it is worthwhile to study and celebrate the pre-PMI archetypes of project management leadership. In this session we celebrate Ernest Shackleton, one of the pioneers of Antarctic exploration from the early 1900s. Attend this relaxing history lecture and photographic documentary to learn the story of Shackleton and his greatest Antarctic sagas. We will also discuss what made this man so successful and admired -- i.e., qualities that are today PMI best practice and supposedly common sense. But in the extremes of the harsh Antarctic world, those qualities are the difference between project success and failure, or in Shackleton's case, life and death.
Shackleton: Project Management in the Antarctic 2:25 pm – 3:25 pm Room 901
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Speaker Bios
Paul helps companies translate their business goals into reality one team at a time. He has over 20 years experience both as an individual contributor and executive for various Information Technology solution providers in the global marketplace. Prior roles include Developer/System Engineer, Account Manager, Scrum Master, Project/Program Manager, VP of Sales and Marketing and Partner. Experience across a wide range of vertical industry sectors with public, private and government organizations including early stage through Fortune 50 enterprises. Some of Paul’s responsibilities have included Program/Project Management, Scrum Master, Product Owner, Communication and Leadership in a Matrixed Environment, Interact with Senior Leadership and Various Stakeholders, Risk Mitigation and Governance and Compliance.
Michael Milutis
Paul Naso, MBA, CSM, PMI-ACP, RYT
Dawn Nicole, C.S.M., P.M.P
Jon Vordermark
Michael is a new business development and marketing strategist for CAI, an international IT services and support firm with over 4000 associates worldwide. He is also the Creator and Director of the IT Metrics and Productivity Institute, an organization devoted to continuous learning and career development within the global IT community. Michael speaks around the world and offers coaching and consulting in the areas of human capital development and peak performance management.
Dawn Nicole is a National Key Note Speaker, Author, Talk Show Host and Creator of “What's Your Secret Sauce”, a new aged-tool, designed for new aged thinking in a new era of relationship building and personal brand marketing. She represents one half of a ‘Couplepreneuer’ Partnership right here in Charlotte. Her company was just featured in Charlotte Business Resources, for being local Carolinians who've helped hundreds of Business Professionals and Owners nationally to discover their Secret Sauce using their new automated technology and ground breaking methodologies. Her workshops and training are changing the lives of Business Owners, Industry Professionals, Emerging Leaders and others across the nation.
As the Managing Director and Founder of Mavendog, LLC., Jon has overall responsibility for operations and growth for not only Charlotte, NC, but also future Mavendog expansion. He is also responsible for client delivery excellence across all services lines. With 20 years of management consulting and project management experience, Jon has advised companies and led a variety of enterprise and global project initiatives for Fortune 500 companies, primarily in the technology sector. He specializes in project recovery operations, having developed a reputation as the "go-to" leader for salvaging challenged and failing projects. Jon was a Director and Managing Consultant with NTT DATA, Inc. in the Business Transformation practice. He has also worked through Signature Consultants, LLC, providing project, program, and recovery services. He is a certified Project Management Professional (PMP) .
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It Starts With Us!
TRACK 2 Leadership Track Sponsored by:
Eric Lewis, Chief Learning Office – One Supply Chain Solution Internationale There are different roads that lead to success as a leader, regardless of your path or style. Truly successful leaders lead with the anatomy of a leader, understand the complexities that characterize today's workplace; think and act innovatively, creatively, and strategically; clarify the leadership role understanding that their role is to nurture a culture of leadership development, collaboration and inclusion; and leverage strong relationships with others across many functional disciplines. This presentation will help you to: • Explore your motivations, ethics, and leadership style • Discover how successful leaders facilitate the development of other leaders • Gain specific tools and techniques for building and sustaining a culture of leadership
development—where trust, collaboration, and managed risk-taking give rise to effective leadership.
9:20 am – 10:20 am Room 902
Tom Fehlman, M. Ed., President, Bottom Line, Inc. Behavior: The X Factor Balance: Tasks and Relationship Right Brain Thinking in Projects Internal Languages Coaching the Client Addressing Internal Resistance “Why and Where”
Elephant in the Process 10:30 am – 11:30 am Room 902
Leader to Leader (L2L) – Facilitating the Development of Leaders Around You
John Bowen, Sr. Director for Global Partnerships – Computer Aid, Inc. In this talk, John will share with us the key characteristics of Project Management 2.0 and explain why PM 2.0 has emerged in response to the deficiencies of traditional project management. The presentation will emphasize the project manager’s emerging role in strategic planning and project leadership and discuss how to achieve more meaningful information with KPIs, metrics, and dashboards. He will also share the current state of PM 2.0 adoption, provide recommendations on how to get started, and explain how PM 2.0 can reduce project costs.
Project Management 2.0 – An Introduction and Getting Started 1:15 pm – 2:15 pm Room 902
Gary DePaul, Ph.D., CPT, Speaker, Author, Curator of Leadership Concepts How do you handle sponsors who want to make bad decisions about your projects? What can you do to keep task owners on track and committed to your projects? Like many project managers, you may have one or two techniques that has reasonable results. But what if you had 20 or 30 techniques? You’d be able to select the techniques that would best be situated to meet your needs. Dr. DePaul has acquired several influence techniques and discovered evidence-based systems for leveraging these techniques. Two of these are VitalSmarts® Six Sources of Influence™ and Carl Binder’s Six Boxes® Model.
How the Heck Do I Influence Sponsors and Task Owners? 2:25 pm – 3:25 pm Room 902
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Speaker Bios
Eric is the Chief Learning Officer (CLO) of One Supply Chain Solution International, LLC (OneSCSI) a peak performance coaching, leadership training, process improvement, and speaking firm that specializes in the corporate and educational markets. OneSCSI’s expertise is the leadership and management of change through leadership development, business strategy, programs, processes, and projects. Eric Lewis speaks and leads seminars for businesses, schools, and organizations around the world. Clients have included Bank of America, Hewitt & Associates, Deloitte, Celgard, Muratec, BNR Global, Lake Norman Chamber of Commerce, and Urban League of the Central Carolinas, Wingate University, Central Piedmont Community College (CPCC) and many others…
For the past thirty-nine years, Tom Fehlman has held positions ranging from a floor supervisor in a cotton mill to Director of Training and Development for a large Employer Development Association. He founded his current management development company, Bottom Line, Inc. in 1987. His client list includes Fortune 100 companies such as Siemens and Westinghouse, as well as large federal agencies such as the Departments of Defense and Energy, and state agencies such as the Arizona Game and Fish and Florida Department of Corrections and professional organizations such as the Institute for International Research and International Wildlife Managers Association.
Tom Fehlman, M. Ed.
Eric Lewis
John Bowen
Gary provides keynotes and consulting primarily on leadership and secondarily on knowledge management, training, and performance improvement. He is an expert on how leadership is radically changing. With two decades of experience as a practitioner and scholar of leadership, he has worked as a manager in fortune 500 companies, and consults with organizations to improve leadership practices. He completed his Ph.D. and Ed.M. from the University of Illinois at Urbana-Champaign (UIUC) and a bachelor's degree at the University of Alabama at Birmingham (UAB). ISPI has designated him as a Certified Performance Technologist (CPT).
Gary DePaul, Ph.D., CPT
In John’s role with CAI, he is responsible for expanding their international business presence. He has led CAI’s international growth in Asia, Latin America, Europe, the Middle East and North Africa. John has more than 35 years of IT management experience including executive leadership, technology management, IT integration, IT due diligence, strategic planning and large scale system implementation. John is also president of Management Envision LLC, a research and consulting company focused on innovative presentation of complex issues in process, portfolio, project and program management.
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It Starts With Us!
TRACK 3 Community Project Management
Track Sponsored by:
Laura Belcher, President & CEO – Habitat for Humanity Charlotte Ryan Dennison, Director of New Construction & Land Acquisition "Weather, volunteers, inspectors and subcontractors - variable ingredients in a Habitat Build" – this session will explore the Habitat Charlotte business model for building new houses during one of the City’s worst affordable housing crises. As a leading affiliate nationally, Habitat Charlotte will build over 50 homes this year. Production planning for 50 homes is complex under the best circumstances and often chaotic when the variables of weather and volunteers is added in. Come learn how Habitat Charlotte juggles it all to be adaptable and responsive to the daily changing environment.
9:20 am – 10:20 am Room 904
Laura Barnard, Speaker, Consultant, Coach & Trainer Are you ready to stop “surviving” and start thriving in your organization? It’s time to transform our project management mindset and shift our focus to an IMPACT-driven culture. In this inspiring and insightful presentation, you will learn Laura’s proven system for transforming any organization and any culture into a project-driven organization that becomes an invaluable strategic asset business leaders crave. You will learn each of the six steps that has helped Laura create high-IMPACT organizations and PMOs for 20+ years and walk out with immediately applicable tools and techniques to drive ever-higher IMPACT in your organization the next day.
IMPACT Engine – Turning Your Organization into an RIO Generator 10:30 am – 11:30 am Room 904
Shifting and Adapting Resources in Volunteer Projects
Bob Young, Director of Volunteer Strategy & Planning, Hands On Charlotte For more than 25 years, Hands On Charlotte has been creating and managing volunteer projects that help individuals, families and groups connect to some of the Charlotte region's most pressing needs. Most times those projects are relatively simple - helping a student with homework or organizing a game night at a nursing home, for instance. But sometimes HOC develops large-scale projects that involve hundreds of volunteers working at a single site. The process of developing and managing such projects to ensure successful outcomes for all stakeholders is the subject of this presentation.
Large-Scale Volunteer Project Development & Management 1:15 pm – 2:15 pm Room 904
Nealand Lewis, President & CEO – Component Learning Group This session will help you to better understand Communication Skills necessary for Project Managers - Understanding how PMBOK Communication process relates to our work, skills conducive to effective project management, techniques helpful for improving communication Bonus Content: - Negotiation & Conflict Management
Effective Communication Skills for Project Management Leaders 2:25 pm – 3:25 pm Room 904
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Speaker Bios
Laura joined Habitat for Humanity Charlotte in July of 2014. As President & CEO, Laura oversees all strategic operations of the affiliate, including construction, family services, mortgage processing and retail. She has led efforts with the Board of Directors in the creation and implementation of a new strategic plan, covering 2016-2020, with the goal of serving 600 additional families. In early 2017 with Laura as President, Habitat Charlotte was recognized for the third time as an Affiliate of Distinction by Habitat for Humanity International. Ryan Dennison joined the staff of Habitat Charlotte eleven years ago, after completing two terms as an AmeriCorps team member at the affiliates in Charlottesville, VA and Charlotte. Ryan oversaw teams working on new construction projects and critical home repair, managing production schedules and safety compliance mandates. In his current he is responsible for all land acquisition and development for single and multi-family projects. He has developed and implemented a Construction Apprentice program, now in its fourth year, to better train and equip future Habitat staff.
Laura Barnard has spent more than 24 years helping business leaders in a broad range of organizations, from nonprofits to global financial institutions. She combines her deep experience in the PMO and Change Management space with her passion for helping people get things done to transform how organizations realize business strategy. Laura served on nonprofit boards for more than 12 years including multiple Project Management Institute (PMI) chapters, Virginia International University and Goodwill Industries. She has a Computer Science degree from Virginia Tech, PMP certification, and a Prosci Change Management Practitioner certification.
Laura Barnard, PMP
Laura Belcher & Ryan Dennison
Bob Young
Nealand is presently the Wholesale Loan Services, VP Program Manager at Wells Fargo Bank. His team focuses on sundry projectized efforts for the bank for loans valued at 10 million and above. In addition, Mr. Lewis is the President & CEO of Component Learning Group. He holds dual PMI PMP® (Project Management Professional) and CICA (Certified Internal Controls Auditor) certifications. Mr. Lewis holds an MBA with a specialization in Project Management and also a Master’s of Science in Education with a specialization in Post-Secondary and Adult Education. He has been regarded in the industry as a “get it done guy” because of his passion for people, process, and service excellence.
Nealand Lewis, M.S.Ed., MBA, CICA®, PMP®
In his role with Hands On Charlotte, the volunteer engagement arm of the United Way of Central Carolinas, Bob oversees corporate volunteer engagement with a focus on creating and managing large-scale (100+ participants) volunteer projects. A native of upstate New York, Bob graduated with honors from UNC - Chapel Hill with a degree in journalism and mass communications. After stints as a sports writer, magazine editor/publisher and marketing agency executive, he has been with Hands On Charlotte since 2004.
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It Starts With Us!
TRACK 4 Processes/Methods Track Sponsored by:
Mike Ryan, Entrepreneur Improvisation happens all the time in our projects. We don't know what will happen next until it happens. In Improvisation each scene begins with a suggestion from the audience. Performers start with that prompt and make up the story as it goes. Although they improvise, the process draws on the cornerstone of "Yes…And" meaning performers accepts whatever their partners do or say and then build on it with their own contributions. As project people we do much the same. We have to be present in the moment, listen carefully, and contribute freely. These skills turn out to be particularly useful on projects which need and rely on adaptability, which is every project.
9:20 am – 10:20 am Room 905
Chris Elmore, Adjunct Professor, UNC Charlotte; Avidxchange In this day of innovation and progress, it can be confusing on what innovation truly is. This session with give you a solid understanding of true innovation and how you can use it to your advantage. Join Chris Elmore, AvidXchange’s first employee and professor of entrepreneurship and innovation at UNCC and Queens University to learn more about innovation. • AvidXchange and Innovation • Definition of Innovation • How to Become More Innovative (3-Things)
The Three Keys to Innovation 10:30 am – 11:30 am Room 905
Improvisation – “Yes…And?”
Rich Sauser, Sr. VP, Risk Control – Bank of America In today’s competitive environment, Project Managers need every advantage to move their career to the next level. It will take a combination of experience, education and social media networking to build a successful career. In a recent survey, 92% of Project Managers are using social media for business purposes. Attend this fast-paced session to find out how you can leverage the power of social media to build your personal brand, develop relationships, maintain your network and look for your next opportunity. During this presentation, participants will get an overview of some of the most popular social media sites such as LinkedIn, Facebook and Twitter and tips for using them to help manage their career.
Social Media for Career Management 1:15 pm – 2:15 pm Room 905
Murali Varadarjan, CEO & Founder - SparkFX The buzz of 'Lean Startup' & murmurs on 'Design Thinking' and then the noise of confusing ‘Agile’ lingo… Seems like a perfect storm but there are things we need to learn from each and many things to unlearn from our own practices. While Design Thinking and Lean Startup grow with the practitioners and passionate, Agile sadly had its influencers pursue a path of certification and pyramid schemes creation which is bringing it down rapidly. What is then warranted ? Where are we slipping and how can we disrupt ourselves? Focus on Discovery ? Or Delivery ? Or Speed ? What really is the goal ?
Disrupting Agility – A Design Thinking POV 2:25 pm – 3:25 pm Room 905
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Speaker Bios
Mike has over 35 years of experience in the Financial Services and Technology areas. The majority of that experience being with Fortune 100 companies. He has experience with both Waterfall and Agile methodologies. His experience includes Remote Deposit Capture, Web based development, Technology, Infrastructure projects, Data Warehousing, Online Banking, Card Services, Marketing, ATM, Audit, and International Business. Mike holds an undergraduate in Accounting from St. Bonaventure University and a Master's in Accounting from Nova Southeastern University. He has his PMP, PMI-ACP, PMI-PBA, CSM ( Certified Scrum Master), CSP ( Certified Scrum Professional ), CPA ( Florida ), and Six Sigma Black Belt and CBAP ( Certified Business Analysis Professional).
Chris has written 8 books, countless articles, is an Adjunct Professor at UNC – Charlotte and Queens University as well as Entrepreneur In Residents for the Charlotte Chamber of Commerce. Chris severs on the board of four startups and travels the country speaking on the topics of startup success, innovation, entrepreneurship, sales, accounts payable and payment automation. Having deep startup and entrepreneurial experience, Chris was one of the six people that started AvidXchange in 2000, a 1000+ employee company today and continues to work in the business’ banking channel and leads the MasterCard partnership. You can learn more about Chris Elmore’s books, presentations and can read his blog at www.nosmoothseas.com and you can learn more about AvidXchange at www.avidxchange.com.
Chris Elmore
Mike Ryan, PMP, PMI-ACP, PMI-PBA, CSM, CSP, CBAP
Rich Sauser, CISSP,PMP,CPA
Murali is an active member in the community, a change catalyst and public speaker who coaches, lectures and practices Human centric design, Agility, innovation and entrepreneurship. He also heads and runs SparkFX LLC, an innovation and Agility strategy consulting firm since 2010, with a mission of Driving Agility, Innovation and Happiness globally, across Professional, Social and Educational spheres. Murali has held various leadership positions and served as An Technology Executive, Enterprise Agile coach and Organizational Transformation practitioner at many fortune 50 firms, start-ups and coached entrepreneurs across the globe.
Murali Varadarjan
Rich is a risk, security, and project management professional specializing in the area financial services technology. Business-oriented, accomplished leader experienced in managing risk management programs and multi-million-dollar technology projects for renowned corporations including Bank of America and Morgan Stanley. Known for distinct, well-rounded business perspective; practiced in both technology and business unit sides, as well as operations and audit. Demonstrated ability to quickly understand and assess situations and determine the key solutions for resolution.
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It Starts With Us!
TRACK 5 Industry Showcase
Crystal Smith, Manager of Real Estate Project Development – Duke Energy Corp. This session will discuss how to find operational success in an organization with a Project Management Office (PMO). Topics include key benefits of having a PMO, the differences between organizations with a PMO and those without, discuss corporate case studies, and engage with participants about their thoughts and experiences with PMOs.
9:20 am – 10:20 am Room 906
Betsy Kauffman, Co-Founder and Principal Agilist - Agile Pi Inc. Agile is becoming more and more prevalent in the project management community and many PMI members are engaged in agile projects and looking for guidance. Therefore, PMI turned to the agile community and a partnership with the Agile Alliance was forged to create the new Agile Practice Guide. Seven thought leaders from across the globe representing both PMI and Agile Alliance wrote the guide and needless to say it was an interesting, thought-provoking, mind numbing and exhausting effort. This session will be led by one of the seven recruited authors and will provide an overview of the guide to include key topics covered, a lighthearted discussion detailing the overall experience and the feedback received from both communities (the good, the bad, and the ugly).
The Agile Practice Guide: A Journey of Two Worlds Collaboration 10:30 am – 11:30 am Room 906
Corporate PMOs at a Micro Level
Juanita Cooper, Licensed Financial Professional - JP Financial Group, LLC In today's world of work, many PM professionals are working as contractors, which requires different financial strategies to ensure adequate income in future years. Whether a contractor or a direct hire, using the "5 Basic Phases of PM" concept, this seminar will share new financial management strategies and provide insight on current trends that impact how you plan and save for retirement.
The 6th Phase: Financial Planning for PM Professionals 1:15 pm – 2:15 pm Room 906
Jennifer Henley, PMP Project Manager – Carolinas Healthcare System Jennifer graduated from Belmont Abbey College with a BA in Accounting in 2007. Managed (10) small business financials over the course of 4 years. Joined Carolinas HealthCare System in 2008 on the IS Financial Managment team managing the IS Capital Budget ($25M annual budget). As well as managing individual IS Major project budgets over $100M each. Joined the CHS IS Encompass team (Epic Implementation team) in 2014 as a project manager and currently still in this role.
Project Implementation Success in Healthcare 2:25 pm – 3:25 pm Room 906
Track Sponsored by:
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Speaker Bios
As the Manager of Real Estate Project Development for Duke Energy, Crystal is responsible for work planning and supervision of all of Duke’s Real Estate Project Developers. Smith has 18 years of experience in the Construction and Project Management industry. She has her B.S. in Civil Engineering Systems from the University of Pennsylvania and MBA from the University of Florida. She is a Project Management Professional (PMP) and is a LEED Accredited Professional (AP) in the areas of Building, Design and Construction. Smith serves on the National Society of Black Engineers Professionals Executive Board as the National Professionals Finance Chair. She is also an active member of the Project Management Institute, a member of the National Black MBA Association, and a member of the Society of Women Engineers.
Betsy is a passionate Senior Agile Coach and Trainer with more than 18 years’ experience working with high performing teams. She has held various roles working as a Business Analyst, Project Manager, Program Manager, Scrum Master, Senior Scrum Master, and Agile Coach across several sectors including healthcare, retail, entertainment and financial. As an Agile Coach, she is responsible for coaching, training, and implementing best practices at the executive, program and team levels for several Fortune 500 organizations. Betsy is actively involved in the community and enjoys presenting on a range of topics regarding agile transformations, agile management and agile values.
Betsy Kauffman, SM, CSPO, PSM, PMP, PMI-ACP, SPC4, ICP-APM, ICP-ACC, ICP-ATF
Crystal Smith, PMP, AP
Jaunita Cooper
Jennifer graduated from Belmont Abbey College with a BA in Accounting in 2007. She managed (10) small business financials over the course of 4 years before joining Carolinas HealthCare System in 2008 on the IS Financial Management team, managing the IS Capital Budget ($25M annual budget). She also manages individual IS Major project budgets over $100M each and joined the CHS IS Encompass team (Epic Implementation team) in 2014 as a project manager and still serves in this role today.
Jennifer Henley, PMP
Juanita joined JP Financial Group as an Associate Financial Professional in 2012, with a focus on women and finance. She is an independent licensed financial professional, specializing in retirement planning, customized financial services and life and health insurance. She earned her undergraduate degree and her Master’s Degree in Counseling Education from the University of West Georgia, which led her into professional roles in government, academic administration, and healthcare. For her second career, Juanita chose the financial services industry because her of personal interest in finance and the limitless opportunities to empower, educate and help others. With over ten years industry experience, she maintains her license as a claims adjuster and has practiced in the risk areas of property, casualty, life and health.
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Directions / Parking UNCC
From North of Charlotte via I-77 South / I-85 South (From I-85 South take exit 38 for I-77 South) 1. Head South on I-77 toward Charlotte. 2. Take exit 11 to I-277 South/SR-16. 3. Take exit 3A off SR-16, ramp right toward Brevard /
Davidson/Mcdowell St. 4. Bear left onto E. 11th St. 5. Turn Right onto N. Brevard St. 6. Turn Right or Left onto E. 9th St.
From Southwest of Charlotte via I-85 North 1. Head north on I-85 toward Charlotte. 2. Take exit 36, ramp right to SR-16/Brookshire Blvd. 3. Keep straight onto I-277 South/SR-16 South / W. Brookshire Frwy. 4. Take exit 3A off SR-16, ramp right toward Brevard /
Davidson/Mcdowell St. 5. Bear left onto E. 11th St. 6. Turn Right onto N. Brevard St. 7. Turn Right or Left onto E. 9th St.
From South of Charlotte via I-77 North 1. Head North on I-77 toward Charlotte. 2. Take exit 11 A. Take ramp right to I-277 South / W.
Brookshire Frwy. toward Uptown. 3. Take exit 3A off SR-16, ramp right toward Brevard /
Davidson/Mcdowell St. 4. Bear left onto E. 11th St. 5. Turn Right onto N. Brevard St. 6. Turn Right or Left onto E. 9th St.
From Southeast of Charlotte via US-74 1. Head west on US-74/Independence Blvd toward Charlotte. 2. At exit 3B, take ramp right to E. 12th St. toward Brevard /Tryon St. 3. Turn Left onto N. Brevard St. 4. Turn Right or Left onto E. 9th St.
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City Center 1st Floor 1st Registration / Entrance
Elevators
Main Entrance
Regi
stra
tion
Up to 2nd floor (vendors, food,
Auditorium)
Exit
Exit
Exit
Exit
Exit Exit
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City Center 2nd Floor 2nd Vendors, Keynotes, Food
Elevators
Up from 1st floor (registration)
Exit - Stairwell
Restrooms
Exit - Stairwell
Food
/ Be
vera
ge /
Snac
ks
Heist TEKSytems
Mavendog
Nothing Bundt Cake
Western Carolina
Collabera
KForce
UNCC
Great Wolf Lodge
COM
MN
et
Fres
h M
arke
t
Collabera
JP Financial
Signature
Welcome Address & Closing Ceremony
All KEYNOTES
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City Center 9th Floor 9th All Track Presentations
Elevators
Track 1 Strategic
Track 2 Leadership
Track 5 Industry Showcase
Track 4 Processes/Methods
Track 3 Community Project
Management
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Thanks to All of Our PDD Partners!
