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PMINJ 2016 Symposium Speakers 

30th Annual Symposium

02 May 2016

Edison - Pines Manor

Sunday Seminar

Introduction
Agenda
Speakers
Sponsors
LCIs
Career Fair
Photos


Speakers


Speaker Topic
Keynote Speakers
Carl Belack Minimizing Hidden Bias in Portfolio Management
Lorna Kelly Riches To Rags: Unusual  Leadership, an Intimate and Inspirational Journey
Brett Knowles Strategic Project Portfolio Management Using the Balanced Scorecard
Track Speakers
Jerry Brightman Strategic Leadership for Sustained Project and Portfolio Success
Ed Chapel &Te Wu Portfolio Management – Linking Strategy with Execution
Tom Crea Alignment: The Path to Leadership Success
Robert Medary Hybrid Agile “The Best of Both Worlds”
Lindene Patton Portfolio/Program Management Considerations for Dealing with Extreme Weather
Aita Salasoo Strategic Stakeholder Management: Governance Tools
Baisali Sarkar & Sadiq Shariff Unleashing the Value of Program Management
John Stenbeck Unlocking Your Leadership DNA - Time-tested Keys for Technical Professionals!
Career Panel Career Therapy: How to Rescue Your Career, Create a More Effective Personal Brand, and Optimize Opportunity Flow

PMINJ
              Symposium
Carl Belack

Bio:
For the past 36 years, Carl has been a practitioner, consultant, speaker, writer, and educator in the field of project and program management. His experience spans diverse industries including defense acquisition, construction, manufacturing, hardware and software development, finance, and professional services. During the last 6 years he has turned his attention to exploring the contributions of human behavior and uncertainty to the complexity of project and program environments. A co-author of both Managing Complex Projects (with Dr. Harold Kerzner) and PMI’s Navigating Complexity: A Practice Guide, he is currently the principal consultant and owner of Carl Belack Consulting.

Topic:

Minimizing Hidden Bias in Portfolio Management   

Abstract:

All humans have sub-conscious biases that influence their individual behavior, interpersonal interactions, and decision making. Portfolio managers are no exception. This presentation explains basic brain operations, types of unconscious biases, which biases affect portfolio management, and how to minimize their adverse effects.

PMINJ
              Symposium
Jerry Brightman

Bio:
Dr. Jerry Brightman is currently President of The Leadership Group (TLG). Founded in 1996 and currently located in Lyme, New Hampshire, TLG is focused on helping leaders and their teams understand and actualize those behaviors that will make them great. A key focus of his work Is "Disruptive Leadership" - the bold, creative, and innovative leadership that is required in today's highly competitive and interconnected world.

Dr. Brightman created and facilitated the first five PMI Master Classes. He and his PMI alumni created The Spa For The Mind - an ongoing and annual continuous leadership learning event for Dr. Brightman's alumni.

Professionally, Brightman was an Assistant Professor of Management at Western Michigan University for two years prior to moving to the corporate world with Associated Metals and Minerals Corporation (ASOMA). ASOMA, a $5 billion company, was one of the first U.S. companies to initiate trade with China. Brightman became Vice President for China Trade and helped conduct approximately $1 billion of trade with China.

During his tenure at ASOMA, Brightman conducted business in approximately 75 countries, mostly in Europe, Latin America and Asia.  Following his work at ASOMA, Brightman became Executive Director of Harvard’s International Marketing Institute (IMI). He designed and facilitated IMI’s six-week Summer Program as well as custom executive education programs for IMI’s global clients.  Brightman later became a Senior Consultant for Dr. Peter Senge and his organization Innovation Associates (IA). Senge wrote the seminal text on organizational learning – The Fifth Discipline: The Art and Practice of the Learning Organization. Brightman was a consultant and facilitator for the firm for five years, and regularly applies the principles of organizational learning with his global clientele.  Following his work at IA, Brightman joined the Center for Creative Leadership (CCL), considered by many to be the world’s premier leadership training institute. Brightman was a lead trainer for the Center’s “five-day flagship program – The Leadership Development Program (LDP). He also designed custom leadership development programs for CCL clients around the world.  Dr. Brightman holds a Doctorate in Business (DBA) degree from The George Washington University, where his doctoral thesis was in the area of innovation, creativity, and planned change in organizations, an MBA from American University (Washington, DC) and a BA in Economics from Clark University (Worcester, MA). 

Topic:

Strategic Leadership for Sustained Project and Portfolio Success  

Abstract:

It’s a very interesting time for leadership development. 

A new study from the prestigious Center for Creative Leadership (CCL) tells us that because the world is becoming increasingly more complex, managers can no longer simply go to their HR managers and ask what courses or training they should take to move to their next level of leadership or take leadership courses available in the market. Rather they will have to make these choices themselves which begs the obvious question, “How do I know what I don't know?” Also, PMI is now making Leadership a core competency for renewing the PMP along with technical and strategic thinking skills.

This intersection of leader development in general and the above PMP requirement specifically practically screams that the time is right for innovative strategic leadership for sustained project success. “Strategic Leadership” means the ability to reframe problems and opportunities from a range of new, different, and bold perspectives. Leadership research tells us that the strategic skills we have today may not be relevant for the uncertain futures we face tomorrow. It also advises us that skills overused could become weaknesses. With these research findings in mind, it is imperative that project managers change their current mindset to include a newer array of competencies, some of which include:

  1. Understanding which projects are strategic to your organization and how to create value by delivering them successfully
  2. Balancing inquiry and advocacy – but particularly asking far more questions than you are asked now.
  3. Obtaining influence without authority – better understanding your strengths (or personal “currencies”) that can be used in exchange for power in an organization.
  4. Thinking systemically – going away from traditional linear learning to thinking in wholes about the interrelationships and interconnections within your project sphere.
  5. Diversifying your network – basically a need to expand your connections to enhance your thinking options and solutions to chronic problems.
  6. Changing your frame from team work to team learning – creating innovation in teams and trusting your gut feelings.
  7. Creating the ability to observe a project team’s assumptions and mental models so that they can be effectively challenged and changed to benefit the project.
  8. Rediscovering your lost creative and innovative powers – we had them once as kids, but somehow we’ve lost them as adults.
  9. Making your leadership style truly bold so that you can become an effective and strategic project innovator – doing something radically new or different.
  10. To understand that new leadership ideas well executed are the real currency of success in any competitive marketplace – pushing new boundaries.

These are only some of the required characteristics and behaviors needed by project managers to develop Strategic Leadership for sustained Project and Portfolio Success.  This presentation will use the above-mentioned points and other practical aspects of strategic leadership that our presenter has come across during his wide experience as a leadership coach.  This presentation will raise the consciousness of project managers towards strategic leadership and discuss how to leverage Project Management and Portfolio Management knowledge for the sustained growth of the organization. 

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              Symposium
Ed Chapel

Bio:
Dr. Edward Chapel’s higher education career spans more than three decades serving in instructional and administrative roles. Currently he is the Senior Vice President of NJEDge.Net, the Research and Education network that provides most the colleges and universities in New Jersey with access to high speed, high performance and resilient networking services. NJEDge.net also serves many k-12, government, health care and non-profit organizations, providing all with access to secure Internet, peering with Internet2 and other major content providers and an array of educational and professional development products and services. Dr. Chapel joined NJEDge after fourteen years as the Chief Information Officer at Montclair State University and five years in the same role at Fairleigh Dickinson University. Before transitioning to the technology track he directed the Institutional Research offices at two Universities. Throughout his career he has focused his energies on the strategic development of information technology capacity, services and applications to meet the teaching, learning, research and administrative services needs of the education community. Ever mindful of the pivotal role that technology plays in the future success of educational institutions, he is resolute in his efforts to anticipate and plan for the introduction of enabling digital technologies wherever they provide an opportunity to improve business processes and pedagogical efficacy.


speaker

Te Wu

Bio:

Prof. Te Wu is the founder and CEO of PMO Advisory, a consulting and a PMI Global Registered Education Provider. The organization is the first to offer PMI portfolio management or PfMP certification training. It is also one of the very few companies offering program (PgMP), project (PMP/CAPM), risk (PMI-RMP), agile (PMI-ACP), organization leadership & change management, and PMO training. He is also a professor at multiple universities across the Metro New York area including Montclair State University, Stevens Institute of Technology, Touro Graduate School of Business, and New York University.

With more than 20 years of professional experience specializing in strategy execution, Te is one of few certified in Portfolio Management (PfMP), Program Management (PgMP) Project Management (PMP), Risk Management (PMI-RMP), and ITIL 3.0 Foundation. He is also an award winning project manager, earning Honorable Mention in 2015 Project of the Year by the PMINJ Chapter.  Te holds multiple master and bachelor degrees in engineering, business, and philosophy, and he is currently pursuing a doctoral. In addition to running PMO Advisory and teaching, Te is an active board member for a number of regional non-profits, a volunteer with at PMI-the New Century Education Foundation and serves on the School of Business Advisory Board for PMI local chapters and Global where he is serving as a core committee member for the Portfolio Management standard.

Topic:

Portfolio Management – Linking Strategy with Execution

Abstract:

Studies have shown that organizations fail to realize their strategy in a majority of cases, with a failure rate ranging from a low of 50% to a high of 90%. Since this topic of strategy and its execution are broad and complex, there are many perspectives and rationales. However, three of the most commonly mentioned challenges are:

  1. How to choose the right “things” to do;
  2. How to allocate and apply the right type and level resources and capacities;
  3. How to manage projects, programs, and operational initiatives across lifecycles, that connect the dots from ideation and strategy to project implementation and to eventual operation and decommissioning. 

These three questions are core to the emerging discipline of project portfolio management.

This presentation is designed for all business and project executives and to help them develop a more holistic view of the challenges of strategic business execution that links strategy with execution. In addition to providing real life insights, the presenters will also shed light on the direction of the Standard for Portfolio Management in the upcoming fourth edition and conclude the presentation with recommendations for them and their organization.

PMINJ
              Symposium
Tom Crea

Bio:
People are moved in a profound way when they hear Tom Crea.  An Army officer with more than 20 years of leadership experience, Tom speaks to organizations nationwide that want to empower their leadership.

As an Army officer and Blackhawk helicopter pilot, Tom interacted with soldiers from Private to 4-star General. His frontline and “in the trenches” experience in the military, information technology, and higher education enable him to keep audiences on the edge of their seats while they learn easy to apply and elegantly simple ways to change their approach to everyone in their work environment and the world.

Topic:

Alignment: The Path to Leadership Success  

Abstract:

What if you had the ability to know what makes others tick and tap into what truly motivates them?  Excellent interpersonal communication skills are the most powerful career and personal skills you can possess, which is especially true for leaders.  The key: alignment of personal and professional goals, through values.

PMINJ
              Symposium
Lorna Kelly

Bio:
Born and raised in England, Lorna Kelly moved to America and trail blazed her way to become the first female fine arts auctioneer at Sotheby’s.   At another turning point in her life, Ms. Kelly was compelled to travel to India where she met Mother Teresa who expressed her appreciation for Lorna’s candor.  Lorna’s powerful personal story includes working with the Missionaries of Charity — tending to the poorest of the poor in Calcutta. 

Responding to recovery and resilience, taking risks, Lorna will show us the way she walks her leadership path and attendees will discover their own abilities for personal and professional leadership growth.

Topic:

Riches To Rags: Unusual  Leadership, an Intimate and Inspirational Journey  

Abstract:

No risk equals no adventure, and therefore no growth,  TEDx: Transformation speaker and author, Lorna Kelly will deliver a unique lunchtime keynote, Riches To Rags: Unusual  Leadership, an intimate and inspirational journey. Attendees will embark with her as she steps out of her comfort zone and decides to take the road less travelled. 

PMINJ
              Symposium
Brett Knowles

Bio:
Brett Knowles is a long-time Thought Leader in the strategy planning and execution space. After running KPMG’s ERP practice he ended up doing some of the foundational research on the Balanced Scorecard with Drs, Kaplan and Norton.  Since then he has completed over 3,000 scorecards in virtually every sector and from around the world. Brett and his teams bring a pragmatic “been-there / done-that” approach to his methodologies.  His client work has been published in Harvard Business Review, Forbes, Fortune and countless other business magazines, books and periodicals.

 Brett’s clients talk about his simple, rapid-deployment approach as key to their success, but the deep ownership and understanding his team builds as the reason for the high sustainability.  (Research indicates over 90% of his planning processes are still in use 5 years after they were launched).

Topic:

Strategic Project Portfolio Management Using the Balanced Scorecard 

Abstract:

Strategy drives projects – we need to establish portfolio management processes that are tightly linked to strategic priorities.  It is these techniques that allow organizations like Google to make project decisions that seem to defy market sense – until they are executed!  …we need different portfolio management processes to approve and execute projects like Google’s “Street View”.
 
In this important session you will learn how to:

  • Use strategic priorities to prioritize projects and initiatives
  • Calculate the Strategic-Return-On-Investment (S-ROI) for any project – allowing you to see beyond the next year’s financial return.
  • Track and report the performance gains of a project beyond milestones and PERT charts
  • Ensure projects deliver on their Charter’s promises
  • Provide team members with clear purpose, mastery and autonomy to get the project completed
  • Build employee engagement.

PMINJ
              Symposium
Robert Medary

Bio:
Robert Medary has over 22 years’ experience in IT and 18 years project management experience.  He has worked for two Big 4 companies, has filled the role of PMO Director at three companies, and has managed over 40 projects within his career.  He has managed projects using Waterfall, Agile, and Hybrid Agile.  For the past eight years, Robert has specialized in the digital arena by managing projects that provide an enhanced user experience to his clients by making ERP systems more user friendly.  He is currently a Digital Program Director at HCL’s Beyond Digital and leads their program management practice.

Topic:

Hybrid Agile “The Best of Both Worlds”  

Abstract:

In competing worlds of methodologies, waterfall or agile, are things so plain and simple?  Both methodologies have their good and bad points.  Is there a way to take the best of both, and bring them together to make something that minimizes risk, promotes user buy in, and yet provides business with a well-defined schedule?  The answer -- Hybrid Agile.  Hybrid Agile will allow users to provide feedback at an early stage, which will minimize risk, while utilizing best PM practices to help ensure a successful project.

PMINJ
              Symposium
Lindene Patton

Bio:
Lindene Patton is a strategic leader with broad range of experience in risk management; insurance; financial assurance, applied analytics, sustainability; natural resource management and resilience.

Ms. Patton currently serves on the Chair of the Board of Advisors for the National Institute of Building Sciences Council on Finance, Insurance and Real Estate (CFIRE). Ms. Patton is an advisory board member for the University of California at Santa Barbara’s Bren School of Environmental Science and Management.  Ms. Patton has served multiple appointments including to the National Academy of Science, World Economic Forum Global Advisory Councils, Executive Secretariat of the U.S. Department of Commerce National Climate Assessment, the U.S. EPA Environmental Financial Advisory Board.  Ms. Patton has testified in both the U.S. Senate and U.S. House of Representatives.

Ms. Patton is an attorney licensed in California and the District of Columbia and an American Board of Industrial Hygiene-Certified Industrial Hygienist.  Ms. Patton also holds a B.S. in biochemistry from the University of California, Davis, and a Master of Public Health from the University of California, Berkeley; and a J.D. from Santa Clara University School of Law.

Topic:

Portfolio/Program Management Considerations for Dealing with Extreme Weather  

Abstract:

Extreme weather events are increasing in severity. Attribution science is progressing. Litigation is emerging. Rating agencies now anticipate extreme weather event related downgrades. This session will explore what business should know and can do to manage risk and improve resilience.  

PMINJ
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Aita Salasoo

Bio:
Aita Salasoo has delivered complex software solutions, products, and consulting services for Fortune 500 telecommunications, retail, financial services, insurance, healthcare, and the public sector clients for nearly 30 years. She has a PhD in Cognitive Psychology, PMP, PgMP, and SAFe  Agilist certifications and has published and presented on related research, best practices, and innovation topics throughout her career. Aita is no stranger to PMI Global Congress, Leadership Institute, or New Jersey Chapter audiences, presenting practical topics with an ongoing passion for excellence. 

Topic:

Strategic Stakeholder Management: Governance Tools 

Abstract:

Not recognizing the movers and shakers associated with your project, program, or portfolio can be the kiss of death. Learn how to put your project into organizational context, how to find out what key leaders want, and how to put governance structures into place to manage your stakeholders effectively.

PMINJ
              Symposium
Baisali Sarkar

Bio:
Baisali Sarkar is a Senior Manager currently serving as a Portfolio Manager in the PMO group of Deloitte’s Global Technology Services (GTS) organization. Baisali has over 20 years of professional experience encompassing a wide variety of process and technology projects. She has worked across the globe managing diverse teams. Baisali has been with Deloitte for over 17 years serving on Client facing roles as well as various roles internal to Deloitte. She was a speaker in PMI Global Congress (North America) in 2012, has served as a coach in Deloitte’s PMP study groups and published white papers in her local PMI chapter.


speaker

Sadiq Shariff

Bio:

Sadiq Shariff is an Associate Director serving as the PMO Leader in the Global Technology Services of Deloitte. He is a highly experienced Business Transformation Leader specializing in architecting, organizing and running strategic, large scale technology driven business transformations in the Audit, Finance, Logistics and Government sectors.  Currently he leads the delivery of global IT Infrastructure, Cyber Security and Shared Services solutions to expedite innovation, grow talent and deliver extraordinary service to its clients.  Sadiq is also a co-founder of American Muslim Consumer Consortium, where he focuses on developing entrepreneurs, provides career coaching and conducts leadership development workshops in New Jersey. 

Topic:

Unleashing the Value of Program Management

Abstract:

Program management is at the heart of helping organizations adapt and transform, as they struggle to keep pace with complexities resulting from rampant technology growth, stakeholder demands, talent shortages, government regulations and global unrest. This presentation aims to provide practical overview of the discipline and share best practices to implement.

PMINJ
              Symposium
John Stenbeck

Bio:

John G. Stenbeck, PMP, PMI-ACP, CSM, CSP, is the Founder of GR8PM, Inc. and an Amazon #1 Best Selling author. His first two books achieved over $1 million in sales and the Agile Almanac was ranked the Amazon #1 Best Seller in Agile Project Management and the Amazon #2 Best Seller in Project Management, where it trailed only the PMBOK Guide. He has been a guest on Good Morning America, the Today Show and the Oprah Winfrey Show. 

He recently recorded 71 video lectures for Villanova University’s online certificate and degree programs. John is a sought-after Keynote speaker whose programs enable participants to be powerfully productive!

Topic:

Unlocking Your Leadership DNA - Time-tested Keys for Technical Professionals!

Abstract:

Have you ever wished for the opportunity to lead projects with the WOW! factor? Then this session has answers for YOU!!  

John Stenbeck spent decades distilling the high-octane quantitatively proven keys that will unlock your personal powerhouse. John will share the unexpected resources that exponentially improved his results.

PMINJ
              Symposium
Tom Crea

panel
Dave Herron

panel
Mike Milutis

panel
Mike Palestina

panel
Gail Rolls
Bio:
Leadership Development
Like you, Tom Crea knows that leadership development is a continuous learning process.  An Army officer with more than 20 years of leadership experience, Tom speaks about the importance of aligning organizational culture and individual values so that you move from your zone of excellence to your zone of genius. As a Blackhawk helicopter pilot, Tom interacted with soldiers from Private to 4-star General, giving him the opportunity to work with leaders at every level. His frontline and "in the trenches" experiences enable him to share practical and elegantly simple ways to communicate, build teams, and succeed in today's competitive workplace. After leaving the military, Tom operated at the highest levels within the Department of Defense.  Combined with his background in aviation, information technology, and higher education, Tom is able to relate lessons learned with businesses, organizations, and government entities across a variety of industries through powerful keynotes, life-changing seminars, and dedicated coaching sessions.

The Value of Your Personal Network
Management consultant, lecturer and author of several industry leading books on IT performance measurement, David Herron is co-founder of David Consulting Group, dedicated to the advancement of business value through software. David provides job performance coaching services and lends his expertise in an advisory role and as a board chair on several non-profit boards.

How LinkedIn Facilitates PeopleFlow
Michael Milutis, learning and development innovator and volunteer career coach, is a corporate marketing strategist at CAI and Director and Co-founder of the IT Metrics & Productivity Institute, an organization devoted to continuous online learning for IT professionals and PMP project managers. Michael also provides pro-bono branding and marketing advice to individuals and small businesses. A University of Pennsylvania graduate, Michael is on the Board of PMI's Keystone Chapter and is Vice President and Director of Development for the Young People's Philharmonic of the Lehigh Valley.

Emotional Awareness and Behavior Management
Mike Palestina is a Certified Executive Coach and Leadership Development Consultant who collaborates with senior executives, mid-level managers, and other leaders to inspire and enhance individual's attitudes, behaviors, and performance, resulting in increased employee engagement and retention. These shifts ultimately contribute to successfully reaching desired goals and exceeding individual and organizational expectations.  Mike is passionate about helping others modify behaviors. Utilizing his extensive practical business experience Mike blends coaching practices with mentoring, advising, and counseling as well, providing his clients with a richer interpersonal experience in which to modify attitudes, behaviors, and performance.

Leveraging Project Management Soft Skills to Market Yourself
Gail Rolls, Senior Recruiter at CAI, Inc. and master networker, is an award-winning IT recruiter who specializes in placing project managers along with business analysts, software developers, engineers and mainframe programmer analysts.  Gail's vertical expertise includes healthcare, insurance, finance, utilities, chemicals and energy.  Her territory extends throughout the Lehigh Valley, New England and the Tri-State Area of New York, New Jersey and Connecticut.


Topic:

Career Therapy: How to Rescue Your Career, Create a More Effective Personal Brand, and Optimize Opportunity Flow


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