Agenda at a Glance

Thursday, March 19

11:30 am

Conference registration at the Convention Center will open at 11:30am and remain available throughout the day.

12:00 pm to 3:30 pm

We have arranged Region 5 attendees to explore one of Washington DC’s most interesting monuments – the US Capitol. During their visit, Region 5 attendees will have the opportunity to take a guided tour to the US Capitol, the symbol of the American people and their government, and visit current exhibitions.

To sign up for the tour on Thursday, March 19th, please complete the form at Pre-registration is required for the tour.

3:45 pm to 4:30 pm

4:30 pm to 5:30 pm

5:30 pm to 6:45 pm

7:00 pm to 8:30 pm

Author of "Brothers Forever"
Friday, March 20

8:00 am to 9:30 am

8:30 am to 9:30 am

Featuring Joel Epstein

9:30 am to 9:45 am

9:45 am to 10:30 am

Chapter Best Practices Sessions
Jennifer Baker, PMI Metrolina

In late 2012, the Metrolina Chapter Board of Directors met to discuss strategic planning for the chapter with short term and long-term goals for the chapter including increasing member engagement as we had seen a decline in recent months. Part of the conversation included commentary from the 2012 Regional LIM where many of the R5 chapters were showing 20% engagement for metropolitan areas and 10% or less for geographically diverse chapters.

Jennifer Baker

Jennifer is a PfMP, PgMP, PMP, MBB and ITIL certified manager with more than 25 years of experience in delivering both complex technical infrastructure projects and strategic business development programs on time and within budget. Her experience includes many business sectors including finance, government, hospitality, education and energy. She is currently an Enterprise Project Portfolio Governance Manager at Duke Energy and an Adjunct Professor at Northeast University in the MSPM Program. She is currently a consultant for both Georgetown University and Wake Forrest University.

Chapter Best Practices Sessions
Ken Halloway, PMI Hampton Roads

Each local PMI Chapter is chartered to advance the Project Management profession and Body of Knowledge and to provide value to its members. Learn how you can provide both through sponsoring quality education programs. One of these programs is the PMP Examination Preparation Course. See how Chapters can help candidates focus their learning in a concise way, and provide an enjoyable ex-perience while doing it.

Ken Halloway

Ken Halloway, PMP, ITIL is the Vice-President of Education and Certification Programs for PMI’s Hampton Roads, Virginia Chapter. He has spent over 30 years experience in management in the public and private sectors and is currently General Manager for the Virginia Division of Atlas Technologies, Inc., a Federal IT contractor.

Chapter Best Practices Sessions
Kevin Roney, PMIWDC
Chapter Best Practices Sessions
Roy Burton, PMIWDC

Does your Chapter have:
• Mature financial policies and procedures;
• Adequate cash reserves for 12 months of non-revenue generating expenses;
• Certificates of Deposits or savings account(s);
• Checking account(s) with large cash balances; and / or
• An audit report recommending you develop an investment strategy?

Roy Burton

Mr. Roy Burton, CGFM, PMP, CABM has over 30 years of documented success in financial, compensation, project and human resource management. Proven track record in short and long term planning and leading teams to task completion.

Mr. Burton has supported the Washington, DC Chapter of the Project Management Institute for twelve years. Served as the first Chairperson of Luncheons and as VP, Volunteers and Business Services, currently as the Chief Financial Officer since 2011.

10:30 am to 10:45 am

10:45 am to 11:30 am

Chapter Best Practices Sessions
Denise Baker, PMI North Carolina

Using the 5 phases from PMBOK, we will outline how our past success can help other chapters host a great PDD. We start with Initiating — recognizing that a project or phase should begin and committing to do so. We then spend most of our time in Planning — devising and maintaining a workable scheme to accomplish the business need that the project was undertaken to address. Controlling is quite im-portant with a team of volunteers — ensuring that project objectives are met by monitoring and measuring progress and taking corrective action when necessary.

Denise Baker

An active member of PMI since 2009, she has served in various volunteer roles as Director of Programs, VP Programs, Annual Conference Core Team Member, Director at Large and currently VP Professional Development. She is also active in NCPMI Project Leaders Toastmasters, holding the position of VP Public Relations.

Chapter Best Practices Sessions
Laura Barnard & Kendall Lott, PMIWDC

Are you looking for ways to engage your volunteers in a meaningful way? Grow your member-ship? Provide professional development opportunities? Grow interest in the Project Management profession? Give back to your local community? The Project Management Day of Service gives you all of this with one event! The Project Management Day of Service was the first of its kind to bring together 400 project managers with 100 nonprofits in the region to do an all-day Scope-A-Thon.

Laura Barnard

Laura is the CEO and Founder of PMO Strategies, a management consulting firm specializing in creating effective and sustainable change for organizations with an appetite for success. She brings 20 years of change management experience implementing change for a broad range of organizations, from nonprofits to large financial institutions.


Kendall Lott

Kendall Lott is the CEO/President of M Powered Strategies, Inc, a change management consulting firm in Washington DC that supports organizations within the U.S. Government. His professional background includes government service at the Departments of Agriculture and Justice, as well as service as a Peace Corps Volunteer.

Chapter Best Practices Sessions
Lance Holland, PMIWDC

The core offering by any PMI chapter is PDU generating speaking events. This session is a presentation AND a conversation around the best practices of the event life cycle including speaker identification, selection, screening, tracking, presentation review, risk management, surveys, and closeout. There will also be a brief walk-through of the PMIWDC Speaker Database.

Lance Holland

Lance Holland, PMP is the VP of Programs for the PMI Washington DC Chapter. During his tenure in PMIWDC’s Programs Operational Area, he has developed a number of processes and worked across operational areas to improve speaker management. Part of those improvements was the design of a Speaker Management Database to track speakers and events for the chapter’s 20+ events. During the day, Lance works for the Department of Justice iLance Holland, PMP is the VP of Programs for the PMI Washington DC Chapter.

Chapter Best Practices Sessions
Kelly Evans & Kerrie Arkwell

Our Leadership Team looked at our membership trends – no membership growth, few members engaged – and decided to fund and try out different ideas to see if we could impact our growth and engagement. 2014 was our ‘break out’ year to implement these changes to see what impact we can have on our member engagement. This presentation walks through some of the changes we made and the results that we achieved.

11:30 am to 11:45 am

11:45 am to 12:30 pm

Chapter Best Practices Sessions
Kevin Roney, PMIWDC

PMI Chapters carry a unique Professional Brand as the source to bring career growth and development resources in Project Management. This brand is recognized by both individuals and corporations. Many individuals seek to solidify their credentials as Project/Program/Portfolio Management Professionals. These budding professionals often look to the Chapter as the means to that development. This ready demand for professional development creates challenges and opportunities for Chapters.

Kevin Roney

Kevin Roney is a Project Management Professional (PMP) since 2005. He is an executive with over 30 years of engineering and management experience. Known for his vision and acuity in advancement of information technological products, systems and services Mr. Roney has spearheaded strategic and operational business creation. He has successfully managed over $400M in complex projects and supervised the performance of 140 person consulting divisions at two Fortune 500 businesses.

Chapter Best Practices Sessions
Jay Benigno, PMI Southwest Virginia

When we volunteer our time with a chapter or are elected to a leadership role, many of us are stepping into a great big "unknown" for the first time. Sometimes things can go south on you in a hurry. And then they can snowball into a serious situation even faster. This session is a case study (all names and roles will be changed to protect identities) and discussion about how this can happen, how you can recover, and how to better prepare for the possibilities.

Jay Benigno

Jay Benigno is Senior Project Manager and Logistics Engineer at Elizabeth Arden's Global Logistics Centre in Roanoke, VA. He is also the current President of the PMI Southwest Virginia Chapter. Officially, he has 13+ years experience leading productivity improvement and business enhancement projects and programs that produce bottom-line impact, achieve organizational objectives, and improve customer satisfaction. If you asked him, though, he would say that he has been doing projects in one form or another all his life.

Chapter Best Practices Sessions
Marcus Parker, PMI Silver Spring

In FY 2014, the Silver Spring Chapter instituted Quarterly Scorecards that provide chapter members a transparent view into the operations of the chapter. We feel that Quarterly Scorecards are a PMISSC strength because there is a concerted effort at consistent, frequent, user-friendly transparency with the chapter membership. Chapter members regularly express their appreciation for this transparent communication. This type of transparency has increased the chapter's credibility with its membership and its leadership.

Marcus Parker

Marcus Parker is a Program Manager and Business Process Improvement professional with 15 years of experience. His experience has allowed him to hold engineering and senior project management roles for several world class companies which include Xerox, Ciena, and Camber Corporations. He is currently a Program Manager at the Department of Defense and adjunct Professor at Trinity University in Washington, DC. Marcus is a proud alumnus of the Rochester Institute of Technology (RIT) and life member of Alpha Phi Alpha Fraternity Incorporated.
Chapter Best Practices Sessions
Loretta Letke, PMI Baltimore

PMI Baltimore uses a distributed model for member meetings that include lunch and dinner meetings. In addition to the Chapter meetings, PMI Baltimore held various Special Events in 2014 including a Professional Development Event that drew close to 200 attendees, a Golf Outing, and a Bull Roast. In total, PMI Baltimore has 100+ volunteers who support the Chapter goals and offerings on a consistent basis.

Loretta Letke

Loretta Letke, PMP, RMP, ITILv3 certified is a Program Manager and serves on the Board of Directors of the Baltimore Chapter of PMI as the President. She served for 4 years as the VP of Membership. She has been teaching PMP classes since 2008, and has presented nationally at PMI Leadership Meetings. Loretta is a strong advocate for advancing the project management profession. Ms. Letke is a Senior Program Manager with Lockheed Martin Corporation currently supporting the Social Security Administration in Woodlawn MD. Ms.

12:30 pm to 1:00 pm

1:00 pm to 2:00 pm

Jocelyn Davis

2:00 pm to 2:15 pm

2:15 pm to 3:00 pm

Volunteer Management
Erika Flora

A PMI chapter is only as good as its volunteer team. However, volunteer leaders are often thrown into roles with little to no training, staff, or resources. The good news is you CAN build a world-class volunteer organization from nothing. In fact, that’s exactly what the PMI Phoenix chapter did – growing from 2 to 200 volunteers in a single year. It just takes some creativity and the right attitude. This interactive workshop will talk about effective ways to uncover, excite, and inspire volunteers and build a world-class volunteer organization within any PMI chapter.

Chapter Management
Gerald J. Leonard

Great organizational culture accounts for a 20 to 30% performance improve according to Harvard Professor Emeritus James L. Heskett. Leaders must implement the principles of great culture development to create a truly high performing organization. These are the same principles required to implement a world-class portfolio management capability for your chapters. This presentation reveals the 7 principles that organizations must implement to develop a culture that works.

Gerald J. Leonard, PMP

Gerald Leonard attended Central State University for a Bachelor in Music and Cincinnati Conservatory of Music for a Master in Music as a classical bassist. After receiving his master, Gerald lived in New York City where he worked as a professional bassist and studied with David Walters (Juilliard / Manhattan School of Music).

Susan Parente

Servant Leadership is focused on serving your team, rather than your team serving you. Out of serving one's team, a desire to lead is manifest. Servant Leadership is radically different than when the leader is leading first. When the focus is on leading first, it is very easy to use your power, your title (role in the hierarchy), or the fact that you were put in charge, as the basis of your actions. When we employ servant leadership, we support our team as a whole, and its individual members, in their growth and development.

Susan Parente, PMP, PMI-RMP

Susan Parente is a project engineer, consultant, speaker, author, and mentor who leads large complex IT software implementation projects, and the establishment of Enterprise PMOs. She has 13+ years experience leading software and business development projects in the private and public sectors, including a decade of experience implementing IT projects for the DoD. Ms. Parente is also an Associate Professor at Post University in CT. She has a BS in Mechanical Engineering from the University of Rochester in NY and has a MS in Engineering Management from George Washington University in DC.

3:15 pm to 4:00 pm

Tina Taylor

Effective Project Management is a combination of art and science. While the PMBOK is filled with tools and techniques for managing tasks, i.e. the science of project management, this seminar focuses on the delicate art of leading people. We provide practical tips and resources for building a leadership tool kit as well as discuss some of the most common challenges of leading a volunteer team. This engaging presentation includes content on:

How to motivate workers

How to "compensate" volunteers

How to move a team from complacency to high performance

Tina Taylor

As the Principal of Lifetime Leaders Inc., Tina Taylor combines her many years of operational experience and business knowledge to provide effective solutions for the firm’s partners and clients.
Volunteer Management
Lisa Hammer & David Newman

Too often we hear this excuse when it comes to missed deadlines and unrealized performance expectations. Project managers have a fantastic opportunity to apply their hard-earned people skills and eliminate this language from their team of volunteers! Motivation and performance management are as critical to leading a team of volunteers as in any leadership scenario. We need to engage our volunteers so that they treat the position as if it were a real job. In this presentation we will discuss the importance of performance management and solid leadership in volunteer organizations.

Chapter Management
Michael R. Van Dyke

Over the past few revisions of the PMBOK, Stakeholder Engagement has grown in importance from one process to its own Knowledge Area. Acknowledging the Stakeholder’s critical role in successful project outcomes can provide insight to defining a PMI Chapter’s effectiveness. Given that no Chapter can be all things to all people as well as the constraints of volunteer time and not-unlimited budgets, prioritizing Chapter initiatives sets the foundation for overall Chapter success.

Michael R. Van Dyke, PMP

After working for 25 years as a project manager for theater, music, and dance productions, Michael R. Van Dyke established and is Principal of Serengeti Enterprises, LLC. His company provides training, team-building, and coaching services to business teams and individuals. He is a certified coach (NCC) through the Newfield Network and a member of the International Coach Federation (ICF). He has been on the faculty at Yale University, Dartmouth College, Smith College, and Amherst College.

4:15 pm to 5:00 pm

Volunteer Management
Colleen McGraw

Acquiring and managing appropriate project resources is a challenge for any project manager. In volunteer-based organizations, this can be especially difficult. Challenges with availability, communication, and accountability can make planning difficult, and execution fraught with the risk of personality and mission conflicts. This discussion will focus on several techniques that the project manager can use to successfully manage volunteers.

Colleen McGraw, PMP

Colleen A. McGraw, PMP, is a project management consultant currently working in the financial sector. Her project management career has spanned commercial, military and civilian customers, and has included management of financial, construction, asset management, IT infrastructure, and software development projects. She provides management and strategic planning consulting services, and has established and managed several PMOs.

Erin Bankey

The essential first step to effective project management and leadership is being able to understand yourself, your communication style, and the vision of the project’s sponsor to be able to work effectively with a team and continuously grow your own skills and abilities. This talk will give a framework to help you learn more about you and charter a course for developing your own professional development plan to seek, land, and thrive on projects. You’re able to best serve others when you’re at your best, so its time to know what that truly means.

Erin Bankey

Erin Bankey is a management consulting professional who believes the best personal and business outcomes result from appropriate career alignment with organizational strategy for people to be engaged and passionate at work. Her background in communications and public policy lead her to lead organizational change initiatives shaping her interest in human capital management and its essential role in empowering individuals to follow their callings and build effective teams.

Chapter Management
Paul Boos

Ever felt overwhelmed on what to do next with your chapter? How do the activities you do connect to your customer? Do you have the right partners to help you? In this workshop, we'll use a business canvas to capture what you do and look at all the different aspects that can help you target where you can make changes. This essential tool puts all the key components needed for a business, non-profit, or your chapter on s single page! Use it when talking with stakeholders or other members.

Paul Boos

Paul Boos serves as a Software Leadership Coach and Lead Trainer with Santeon Group. He currently works with two Fortune100 clients in the insurance and construction/mining equipment industries. Prior to that he supported executive leadership at the US Citizenship and Immigration Services (USCIS) supporting their transformation to Agile and Lean software development approaches.

5:15 pm to 6:30 pm

7:00 pm to 9:00 pm

Saturday, March 21

8:00 am to 9:30 am

8:30 am to 9:30 am

Keynote Presentation
Featuring Martha Johnson, former GSA Administrator

9:30 am to 9:45 am

9:45 am to 12:15 pm

Victor Carter-Bey, DM

As partners in advancing project management, it is important for chapter leaders to have a clear understanding of the strategic priorities of the Institute and how chapter efforts in accomplishing them will create member value for our members.

This session will provide an update of PMI’s 2015 strategic initiatives and priorities and how they are advancing project management in the markets we serve, and the regions we support and the global and local activities underway to accomplish them.

Kendall Lott

The Virginia Healthcare Information and Management Systems Society (VA HIMSS) and VA PMI (Hampton Roads, Southwest VA, PMIWDC) are launching a cross-training pilot to kick off the VA HIMSS PM Special Interest Group (SIG). In this last R5 session, the Virginia chapters would like to share a cross-chapter iniative designed to create new awareness and training for our members in the area of Health Care. In 2015 we intend to launch a cross-training of professionals in the Health Care industry with those in project management, using a PMO structure between the chapters.

Kendall Lott

Kendall Lott is the CEO/President of M Powered Strategies, Inc, a change management consulting firm in Washington DC that supports organizations within the U.S. Government. His professional background includes government service at the Departments of Agriculture and Justice, as well as service as a Peace Corps Volunteer.

12:30 pm to 1:00 pm