2015 seattle conference

w w w. p r o j e c t w o r l d . c o m

OCTOBER 21–23, 2015Renaissance Seattle HotelSEATTLE, WA

Advancing Collaboration Through Practice

William Greenwald, Founder and Chief Neuroleaderologist, WINDSOR LEADERSHIP GROUP

Fredrick Redd, CEO, ASSAI MANAGEMENT CONSULTING, LLC

Chuck Millhollan, Vice President of Process Improvement & Execution, FARM CREDIT MID-AMERICA

Lou Russell, CEO, Learning Facilitator, RUSSELL MARTIN & ASSOCIATES

PW&WCBA delivers 36PDU/CDUs

THE FUSION OF TECHNOLOGY & INNOVATION

PROJECT MANAGEMENT AND BUSINESS ANALYST

SESSIONS FOCUSED ON:

Increasing Project Success by Decreasing Project Risk

Transforming Big Data into Big Value

Be More than Just a Thought-Leader… Be a Mindsetter

Implementing Global Solutions at a Fortune 100 Company

Exploring and Analyzing Data in 3D

Change Agents — Are You Ready for Change

Project Portfolio Management — New Secrets Revealed

The New Project Leadership Model: The Promise of the

PM/BA Partnership in a Complex World

PARTICIPATING COMPANIES:• Farm Credit Mid-America

• The Walt Disney Company

• Bank of America

• Clark County NV

• The Boeing Company

• Microsoft Corporation

• Champs Oncology

• Suny ITEC

• Prudential Financial, Inc.

• Mutual of Omaha Insurance Company

• Forrester Research

• Blue Cross Blue Shield of Texas

• And many more!

PW&WCBAPROJECTWORLD® & WORLD CONGRESS FOR BUSINESS ANALYSTS®

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TO REGISTER: CALL 888.670.8200 OR EMAIL: [email protected]

Due to overwhelming response, we’re thrilled to bring PW&WCBA back to Seattle! Featuring the best case studies and in-depth skill building workshops, plus all NEW unique content, this event will dramatically accelerate your development.

More than ever before, PW&WCBA 2015 is focused on practicality and tangibility, through visionary speakers and key focus areas that matter to you and your role, helping to accelerate future success.

The 2015 program is designed with courses for all training levels, a robust agenda, and most importantly tangible lessons which you can begin implementing the day you return to your office, making you even more valuable to your organization.

Re-examine how to identify opportunities and track success. Understand what it means to be an effective leader in today’s business world. Explore the future role of project managers and business analysts within the corporation.

The 2015 PW&WCBA Experience includes:

� More Interactive Sessions focused on collaboration & networking

� Larger Offering of Workshops targeted to YOUR specific needs

� 36 PDUs/CDUs (24 at the live event and 12 through the Webinar Series)

PW&WCBA SPEAKER LINE-UP

KEYNOTES� Jo Miller, Founding Editor, BELEADERLY.COM, CEO, WOMEN’S LEADERSHIP COACHING, INC.

� William Greenwald, Founder and Chief Neuroleaderologist, WINDSOR LEADERSHIP GROUP, LLC.

� Fredrick Redd, CEO, ASSAI MANAGEMENT CONSULTING, LLC

� Chuck Millhollan, Vice President of Process Improvement & Execution, FARM CREDIT MID-AMERICA

� Lou Russell, CEO, Learning Facilitator, RUSSELL MARTIN & ASSOCIATES

SPEAKERS� Brunella Lahey, Senior Business Systems Analyst, THE WALT DISNEY COMPANY

� Scott Reynolds, VP Senior Technology Project Manager, BANK OF AMERICA

� Ricki Henry, PMP, CSM, Principle Management Analyst, CLARK COUNTY NV

� Jo Reid MS, PMP, SAPM, Senior Project Manager, Commercial Airplanes, THE BOEING COMPANY

� Igor Peev, Senior Program Manager Power Map for Excel, MICROSOFT CORPORATION

� Amber Gregg, Director Analytics and Innovations, CHAMPS ONCOLOGY

� Phil Vecchione, Project Manager, SUNY ITEC

� Wayne Kremling PMP, Senior Project Manager, THE BOEING COMPANY

� Myles Miller, CEO & Founder, LEADUP, LEARNINGBREAKS, and Best Selling Author, AGAINST THE GRAIN & SUCCESSONOMICS

� Rick Radice, VP, Federal Regulatory Exam Liaison, PRUDENTIAL FINANCIAL, INC.

� Gale Zimmer, Director of Operations, CHAMPS ONCOLOGY

� Barb Hurst, Manager Project Portfolio, MUTUAL OF OMAHA INSURANCE COMPANY

� Margo Visitacion, Director of Research, FORRESTER RESEARCH

� Ami Cronin, PMP, Senior Business Analyst, BLUE CROSS BLUE SHIELD OF TEXAS

For the full speaker list, please visit www.projectworld.com

Rachel McDonaldSenior Conference ProducerIIR

Krista VasquezManaging DirectorMarketing & Business StrategyIIR

Earn 36 PDUs/CDUs at PW&WCBA

24 PDUs/CDUs at the live event in October PLUS an additional 12 through the

PW&WCBA Webinar Series

DAY ONE • WEDNESDAY, OCTOBER 21, 2015

DAY TWO • THURSDAY, OCTOBER 22, 2015

DAY THREE • FRIDAY, OCTOBER 23, 2015


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NAVIGATING THE PROGRAM

7:45 Registration & Morning Coffee

CONCURRENT SESSIONS: THERE IS A 5-MINUTE TRANSITION PERIOD BETWEEN SESSIONS

8:15 WORKSHOP Increasing Project Success by Decreasing Project RiskScott Reynolds, VP Senior Technology Project Manager, BANK OF AMERICA

WORKSHOP Successful Project Benefit Realization Ricki Henry, PMP, CSM, Principle Management Analyst, CLARK COUNTY NV

HALF DAY WORKSHOP Part 1: The IT PM as Change LeaderLou Russell, CEO, Learning Facilitator, RUSSELL MARTIN & ASSOCIATES

10:15 Networking Break

10:45 WORKSHOP Agile Fundamentals for Project Managers and Business Analysts

WORKSHOP Mentors Help You Skill Up. Sponsors Help You Move Up. Jo Miller, Founding Editor, BELEADERLY.COM, CEO, WOMEN’S LEADERSHIP COACHING, INC.

HALF DAY WORKSHOP Part 2: The IT PM as Change LeaderLou Russell, CEO, Learning Facilitator, RUSSELL MARTIN & ASSOCIATES

12:45 Lunch

CONCURRENT SESSIONS: THERE IS A 5 MINUTE TRANSITION PERIOD BETWEEN SESSIONS

2:00 TRACK Exploring and Analyzing Data in 3DIgor Peev, Senior Program Manager Power Map for Excel, MICROSOFT CORPORATION

TRACK Transforming Big Data into Big ValueKaren Schmidt, Associate Vice President, CHAMPS ONCOLOGYAmber Gregg, Director Analytics and Innovations, CHAMPS ONCOLOGYGale Zimmer, Director of Operations, CHAMPS ONCOLOGY

TRACK Projects & Dragons: Lessons Learned From The DungeonPhil Vecchione, Project Manager, SUNY ITEC

3:15 TRACK The Walt Disney Company Case Study: Implementing Global Solutions at a Fortune 100 CompanyBrunella Lahey, Senior Business Systems Analyst, THE WALT DISNEY COMPANY

TRACK Understanding the Role of Business Process Management within Projects

TRACK Managing Risks, Issues, and Opportunities with a Mitigation BurndownWayne Kremling PMP, Senior Project Manager, THE BOEING COMPANY


5:00 KICK-OFF KEYNOTE Be More than Just a Thought-Leader…Be a Mindsetter (and keep SAM alive)!William Greenwald, Founder and Chief Neuroleaderologist, WINDSOR LEADERSHIP GROUP, LLC

6:00 COCKTAILS & CONVERSATION NETWORKING RECEPTION

7:00 Close of ProjectWorld Day One


8:00 Co-Chairmen Opening Remarks Chuck Millhollan, Vice President of Process Improvement & Execution, FARM CREDIT MID-AMERICAWilliam Greenwald, Founder and Chief Neuroleaderologist, WINDSOR LEADERSHIP GROUP, LLC.

8:15 KEYNOTE Build Your Brand as an Emerging LeaderJo Miller, Founding Editor, BELEADERLY.COM, CEO, WOMEN’S LEADERSHIP COACHING, INC.

9:15 KEYNOTE Leadership Strategies for Managing the Rate of Change in a Digital Driven EconomyFredrick Redd, CEO, ASSAI MANAGEMENT CONSULTING, LLC



10:45 WORKSHOP Story to Stage: The Art Behind the Science of Presentation Excellence William Greenwald, Founder and Chief Neuroleaderologist, WINDSOR LEADERSHIP GROUP, LLC.

WORKSHOP Managing up: The Art of the Persuasive Stakeholder

WORKSHOP This Workshop will be Presented by: Mary O’Donnell, Program Project Manager T&C, THE BOEING COMPANY

12:45 Lunch

2:00 TRACK Lessons Learned, Not Just for Project ClosureJo Reid MS, PMP, SAPM, Senior Project Manager, Commercial Airplanes, THE BOEING COMPANY

TRACK Change Agents — Are You Ready for Change?!Myles Miller, CEO & Founder, LEADUP, LEARNINGBREAKS, SUCCESSHQ, LEARNINGBREAKS4ME, FINDU and Best Selling Author, AGAINST THE GRAIN & SUCCESSONOMICS

TRACK Project Management Career Paths: How to Navigate Your Own Career Journey Rick Radice, VP, Federal Regulatory Exam Liaison, PRUDENTIAL FINANCIAL, INC.

3:15 TRACK Project Portfolio Management—New Secrets Revealed!Barb Hurst, Manager Project Portfolio, MUTUAL OF OMAHA INSURANCE COMPANY

TRACK Building a Project Management Centre of ExcellenceLindsey-Ann DePeri, Senior Director, COE Lead, Project Delivery, Intake and Change Management, CIBC BANK

Get Involved!


5:00 TRACK Open Forum Q&A: Discussion on Top Challenges with Projects and Successes and FailuresFacilitated by: William Greenwald, Founder and Chief Neuroleaderologist, WINDSOR LEADERSHIP GROUP, LLC.

6:15 Close of ProjectWorld Day Two


8:00 Co-Chairmen Opening Remarks Chuck Millhollan, Vice President of Process Improvement & Execution, FARM CREDIT MID-AMERICAWilliam Greenwald, Founder and Chief Neuroleaderologist, WINDSOR LEADERSHIP GROUP, LLC.

8:15 KEYNOTE Change is Tough; The Alternative is Tougher. A Case Study on Organization-Wide Change Management Emphasizing Practical Approaches and Lessons Learned Chuck Millhollan, Vice President of Process Improvement & Execution, FARM CREDIT MID-AMERICA

9:15 KEYNOTE Project and Human DignityLou Russell, CEO, Learning Facilitator, RUSSELL MARTIN & ASSOCIATES

10:15 TRACK Small Group Roundtable DiscussionsFacilitated by: Chuck Millhollan, Vice President of Process Improvement & Execution, FARM CREDIT MID-AMERICA



11:45 TRACK Scaling Agile to the OrganizationMargo Visitacion, Director of Research, FORRESTER RESEARCH

TRACK Portfolio Management from Ideation to End of LifeAmi Cronin, Lead IT Business Consultant, BCBSTX

TRACK Tips to Embed Quality into Development Product Before Starting to CodeDaniel Crowley, CQO, DENAB QUALITY SYSTEMS

1:00 Lunch

2:15 WORKSHOP Creating Magic: Leadership and Services ExcellenceWilliam Greenwald, Founder and Chief Neuroleaderologist, WINDSOR LEADERSHIP GROUP, LLC.

WORKSHOP The New Project Leadership Model: The Promise of the PM/BA Partnership in a Complex WorldKathleen Hass, Principal Consultant, KATHLEEN HASS & ASSOCIATES, INC.

4:15 Chairmen Closing Remarks4:30 End of ProjectWorld 2015

DAY ONE • WEDNESDAY, OCTOBER 21, 2015

DAY TWO • THURSDAY, OCTOBER 22, 2015

DAY THREE • FRIDAY, OCTOBER 23, 2015



8:15

Workshop 1: Increasing Project Success by Decreasing Project RiskScott Reynolds, VP Senior Technology Project Manager, BANK OF AMERICAMany projects that are started this year, will fail. Many of the causes that will contribute to these projects failing, can be avoided. While it is not possible to predict and plan for all issues that will have a negative impact on a project, it is possible to reduce the number and impact of issues through risk management. This highly interactive workshop will help you better understand key differences between risk management and issues management, provide you with easy to implement risk management tools and techniques that can be applied on a single project or on an enterprise scale. Whether your organization is relatively new to risk management or has mature processes in place, this workshop will help you increase project success by decreasing project risk. Participants will focus on driving project success through active risk management. Attendees will better understand the relationship between project risk management and project success and how they can increase their projects probability of success.

8:15

Workshop 2: Successful Project Benefit Realization Ricki Henry, PMP, CSM, Principle Management Analyst, CLARK COUNTY NVSuccessful projects require more than just implementing the final product according to specifications. Successful project managers understand that the project sponsor wants the product to achieve benefits such as they’re “better, faster, or cheaper” then previous products, or that we want to “improve customer satisfaction”, just to name a few. These benefits are not a natural result of implementing the product according to specifications but require additional effort to define, plan and track. Defining what benefits the sponsor wants to realize can be challenging. They are the Project Success Criteria, KPIs (Key Performance Indicators) and Deliverable Acceptance Criteria. In this workshop the participants will learn how to:� Write Success Criteria

� Determine KPIs

� Write deliverable acceptance criteria

8:15

Half Day Workshop 3: Part 1: The IT PM as Change LeaderLou Russell, CEO, Learning Facilitator, RUSSELL MARTIN & ASSOCIATES In this 1/2 day simulation, project managers will experience the tension between collaboration and competition on projects, and will create action . Trust, Alignment, Process and People are the levels participants will manage to complete a difficult project with and in spite of other teams, just like in the real world. A Post Project Review will provide each learner with an action plan to increase their ability to manage projects in highly matrixed organizations.

10:45

Workshop 1: Agile Fundamentals for Project Managers and Business AnalystsIf you have a story to share on this topic and would like to be considered to facilitate this workshop, please contact Rachel McDonald at [email protected].

10:45

Workshop 2: Mentors Help you Skill up. Sponsors Help you Move up. Jo Miller, Founding Editor, BELEADERLY.COM, CEO, WOMEN’S LEADERSHIP COACHING, INC.Sponsors are senior leaders who advocate on your behalf and connect you with career opportunities. In this session, led by Jo Miller, CEO of Women’s Leadership Coaching, Inc., explore the difference between mentors and sponsors. Learn four ways to make the most of mentoring conversations, and how to identify potential sponsors. Discover eight steps to gaining sponsorship, and leave with a personalized plan to attract the attention of an influential sponsor.

10:45

Half Day Workshop 3: Part 2: The IT PM as Change LeaderLou Russell, CEO, Learning Facilitator, RUSSELL MARTIN & ASSOCIATES In this 1/2 day simulation, project managers will experience the tension between collaboration and competition on projects, and will create action . Trust, Alignment, Process and People are the levels participants will manage to complete a difficult project with and in spite of other teams, just like in the real world. A Post Project Review will provide each learner with an action plan to increase their ability to manage projects in highly matrixed organizations.



Day 1 Wednesday October 21, 2015

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12:45 Lunch


2:00

Track 1: Exploring and Analyzing Data in 3DIgor Peev, Senior Program Manager Power Map for Excel, MICROSOFT CORPORATION3D data exploration is a new and promising field. Interacting and animating the data gives the user additional insights which are not available in the traditional methods of exploration. We will discuss and demo 6–7 examples involving different datasets from which we will gain insights about patterns in topics as diverse as searching for books on Bing, average precipitation in the United States, homelessness among elementary school children in the state of Washington and trends of spending of the US Federal government. Participants can use Power Map now and will walk away knowing how to quickly and easily visualize data in 3D using Office 365. Data exploration in 3D and gaining insights while doing is completely new and is gaining a lot of momentum alongside the traditional methods of doing BA.

2:00

Track 2: Transforming Big Data into Big ValueKaren Schmidt, Associate Vice President, CHAMPS ONCOLOGYAmber Gregg, Director Analytics and Innovations, CHAMPS ONCOLOGYGale Zimmer, Director of Operations, CHAMPS ONCOLOGYThis presentation will walk through the entire project cycle of insight2oncology from development to implementation within client health systems. Insight2oncology is a web based analytics system which leverages large oncology datasets that have otherwise sat unused in hospitals. The insight2oncology analytics system is the only product of its kind on the market. This discussion showcases the platform’s ability to tackle the challenge of transforming big data into accessible and actionable information. The project plan that supports this work incorporates creating communities of interest, selecting areas of focus, defining value objectives and execution techniques.

2:00

Track 3: Projects & Dragons: Lessons Learned From The DungeonPhil Vecchione, Project Manager, SUNY ITECLong before he became a Project Manager, Phil Vecchione was sitting with his friends around a table playing Dungeons & Dragons. Little did he know, years of delving into imaginary dungeons and fighting imaginary monsters would prepare him to lead project teams in the real world. Let Phil regale your inner geek with tales of his journey from game master to project manager. Discover why every project needs a wizard, what a project and a dungeon have in common, and what to do when the dragon rears its head in your project. This talk will look at the group dynamics and project management through the lens of tabletop roleplaying games, specifically fantasy RPGs such as Dungeons & Dragons. The talk is designed to be light-hearted but filled with observations and insight about group composition, project pacing, managing change, and the rewards of conquering a project.

3:15

Track 1: The Walt Disney Company Case Study: Implementing Global Solutions at a Fortune 100 CompanyBrunella Lahey, Senior Business Systems Analyst, THE WALT DISNEY COMPANY This interdisciplinary case study examines the methodologies and practices of a global software implementation at The Walt Disney Company. The study presents numerous events, processes, and decision points undertaken to ultimately deliver a global solution to a stated business issue. The following topics are included in the discussion and analysis: � Business architecture to define pain points, gaps, business objectives and project scope

� Vendor selection process

� Out-of-box or Customization? Considerations and implications of customizing.

� Cloud or Hosted?

� Architecting for a global solution

� Off-shore development and Agile

� How we use Centers of Excellence to deliver a quality solution

� How we manage 24/7 support

3:15

Track 2: Understanding the Role of Business Process Management within ProjectsIf you have a story to share on this topic and would like to be considered for this session, please contact Rachel McDonald at [email protected].

3:15

Track 3: Managing Risks, Issues, and Opportunities with a Mitigation BurndownWayne Kremling PMP, Senior Project Manager, THE BOEING COMPANYThe management of Risks, Issues, and Opportunities (RIO) needs more than just identifying those items that keep you up at night (or at least give you sweaty palms). We need to have purpose in everything we do. Towards that end, setting goals or targets leads to purpose. Identifying a mitigation plan is a good direction to go, but what is the intended result of each mitigation step? Does it lead to your target?��Importance of purpose��Well thought out mitigation plans ��The cumulative effect of the risks on

your project

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Day 1

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“ Had very practical

sessions, events that encouraged networking.

Many ideas brought up to help solve problems in our

own organizations.”— Jennifer Walton, VISA


5:00 Kick-off Keynote

Be More than Just a Thought-Leader…Be a Mindsetter (and keep SAM alive)!William Greenwald, Founder and Chief Neuroleaderologist, WINDSOR LEADERSHIP GROUP, LLCAs co-author of the newly released, groundbreaking book, Be a Mindsetter, William will have some fun as he introduces you to a series of simple, applicable, and memorable (wink, wink) tools and methodologies that will allow you to craft and deliver a message…to anyone (at home or work)…that will survive the “Forgetting” and serve to inspire, influence, and impact those you serve. William will leverage his 30+ years of academic and professional experience in brain science to deliver a simple, applicable, and memorable (wink, wink) mindsetter experience that will leave you with three powerful insights:� Mindset matters: It’s a game changer and is often the tipping point between those who win and everyone else

� Mindset is a choice: Each individual determines the mindset they bring to the game (of life)

� Mindsets can be shaped: Strong, well-crafted messages can reshape mindsets and move people

By the way, who is SAM? I guess you’ll need to attend the keynote to find out…

6:00 COCKTAILS & CONVERSATION NETWOR KING R EC EP T ION

7:00 CLOSE OF PROJECTWORLD DAY ONE


8:00 Co-Chairman Opening Remarks Chuck Millhollan, Vice President of Process Improvement & Execution, FARM CREDIT MID-AMERICA William Greenwald, Founder and Chief Neuroleaderologist, WINDSOR LEADERSHIP GROUP, LLC.

Day 1 Wednesday October 21, 2015

Day 2 Thursday, October 22, 2015

8:15 Keynote

Build Your Brand as an Emerging Leader Jo Miller, Founding Editor, BeLeaderly.com, CEO, WOMEN’S LEADERSHIP COACHING, INC.Are you the best kept secret in your organization? What does it take to be recognized as a leader or expert? Uncover the three essential elements of an effective leadership brand. In this session, Jo Miller, CEO of Women’s Leadership Coaching, Inc., will cover:� How to identify your ideal leadership niche

� The three essential elements of a great leadership brand

� How to scale up your brand and advance your career

Jo Miller, CEO, WOMEN’S LEADERSHIP COACHING, INC.

9:15 Keynote

Leadership Strategies for Managing the Rate of Change in a Digital Driven Economy Fredrick Redd, CEO, ASSAI MANAGEMENT CONSULTING, LLC The digital driven economy has not only altered the way we manage projects and programs, it has fundamentally changed the way we conduct business across all industries and sectors and the way we live. The digital driven economy is a major driver of the global economy and rate of change and development is staggering. In today’s economy, any project, program or organization whose internal rate of change is slower than the external rate of change will be headed for difficulty. Successful companies attain their success through people with the right vision and leadership skills. Moreover, project managers and business analysts with the right skill sets are already emerging as leaders during this major paradigm shift. This keynote discussion will share case studies as well as key leadership principles and strategies to keep pace with the rate of change that is ideal for leading projects, programs or organizations. During this session gain a better understanding of:� The fundamental structure of the digital landscape and why it matters

� How to develop a vision and set objectives in the digital driven economy

� The framework of strategy and implementation that keeps pace with the rate of change

� �The importance of analyzing, correcting and adjusting as technological changes occur

Fredrick Redd, CEO, ASSAI MANAGEMENT CONSULTING, LLC

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Day 2Thursday, October 22, 2015



10:45

Workshop 1: Story to Stage: The Art Behind the Science of Presentation Excellence William Greenwald, Founder and Chief Neuroleaderologist, WINDSOR LEADERSHIP GROUP, LLC. The ability to construct a great story while holding mastery of the stage is a powerful, priceless skill for leaders to leverage for a LIFETIME. In this fun, highly engaging, and high-impact workshop, leaders are immersed in various evidenced-based and empirically defined leading practice models required to reach the pinnacle of oratory mastery (for use at home and at work). Leaders will learn the fundamental principles and best practices of presentation “design and delivery” from numerous pioneers in the field and from current day “TEDx” superstars. Further, leaders will personally explore the art of improv and “Story” through the lens of Hollywood, including writing the outline for their own movie script by leveraging authentic Hollywood-style templates used in Hollywood for million-dollar pitches and screenplays (of course, these pitch and story templates can be leveraged when “presenting” to secure funding or resources for your next big idea).

10:45

Workshop 2: Managing up: The Art of the Persuasive Stakeholder If you have a story to share on this topic and would like to be considered to facilitate this workshop, please contact Rachel McDonald at [email protected].

10:45

This Workshop will be Presented by: Mary O’Donnell, Program Project Manager T&C, THE BOEING COMPANY

2:00

Track 1: Lessons Learned, Not Just for Project ClosureJo Reid MS, PMP, SAPM, Senior Project Manager, Commercial Airplanes, THE BOEING COMPANY This presentation explores the value of capturing lessons learned after major project milestones rather than waiting until the project closure. By conducting Lessons Learned during the project, the project can make process changes to improve the current project performance. I will share examples from real projects, and a simple template for facilitating lessons learned discussions.� �A new way of looking at Lessons Learned

� �A template for facilitating lesson learned discussions

� ��Real project examples of using lessons learned during your project to improve performance.*

2:00

Track 2: Change Agents — Are You Ready for Change?!Myles Miller, CEO & Founder, LEADUP, LEARNINGBREAKS, SUCCESSHQ, LEARNINGBREAKS4ME, FINDU and Best Selling Author, AGAINST THE GRAIN & SUCCESSONOMICS“Change is the only constant”...yet when asked, many people will say, “I don’t like change”. In the world of project managers and business analysts, change is what we do. We take ideas concepts and make them realities that can transform and “change” entire companies, countries and the world. So why is it that the best PM’s and BA’s seem to struggle so often with how to be a “change agent”? Learn what it means to be a “Change Agent” and the key steps to successfully implementing change every time and every where.

2:00

Track 3: Project Management Career Paths: How to Navigate your own Career JourneyRick Radice, VP, Federal Regulatory Exam Liaison, PRUDENTIAL FINANCIAL, INC.A career in project management can take on many different paths and is dependent on an individual’s goals, interests and limitations. In his presentation, Rick will share the story of his own 35+ year talent journey — providing insight into what worked, what didn’t and what he would do differently — as he evolved from a sole proprietor, to leading a program management office, to his current assignment as the relationship manager between Prudential and the Federal Reserve Bank. Key Takeaways:� The “Brand of You”: How to build and maintain your own, unique commodity

� Tools to add to your “tool box”: Examples of strategic and tactical career risk taking approaches

� “Soft Leadership Skills”: Why is communication often overlooked by PMs

12:45 Lunch

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“ A lot of great

networking and beneficial topics for anybody

that deals with projects regardless of their role.”— Mary Ann Bender, ALLSTATE


COLLABORATE & EXPLORE: At PW&WCBA, your experience extends beyond the three-day event. PW&WCBA is a community whose goal is cohesiveness — mass collaboration and sharing of the smartest, most accomplished thought leaders across industries. We encourage you to participate in the discussions happening real-time on our social platforms.

Twitter: @Project_World

Blog: pwwcbablog.iirusa.com

Facebook: ProjectWorld & World Congress for Business Analysts

LinkedIn: ProjectWorld & World Congress for Business Analysts

#PW15

Day 2 Thursday, October 22, 2015


3:15

Track 1: Project Portfolio Management-New Secrets Revealed!Barb Hurst, Manager Project Portfolio, MUTUAL OF OMAHA INSURANCE COMPANYThis presentation documents the process of moving from siloed portfolios to an enterprise portfolio. This includes the improvements in metrics not only on project selection and execution but also from the perspective of the project team member satisfaction and engagement scores. Barb will share secrets on how to plan, communicate and rollout portfolio management as a valuable service in the real world. This includes everything from when is the best time and day of the week to present your new ideas to how to influence the influencers in your organization to adopt changes like magic. Key takeaways include:� Recognize the Art of Portfolio Management

� Use Science in Portfolio Management

� Influence the “Influencers”

3:15

Track 2: Building a Project Management Centre of ExcellenceLindsey-Ann DePeri, Senior Director, COE Lead, Project Delivery, Intake and Change Management, CIBC BANKLindsey-Ann will share an overview of the journey to build a Centre of Excellence for Project Management, including establishment of a COE value proposition, alignment of staff and projects into a shared services portfolio, application of best practices, employee talent management and development of team culture. Key aspects of the journey included the following;��Alignment with organizational strategy ��Defining performance metrics and

operational dashboard ��Management of a team during period of

rapid growth and expansion��Standardization of process and

establishment of best practices including project intake

��Leveraging supporting tools and technology

��Roadmap for continuous improvement

3:15

Track 3: Get Involved!We left this session open to ensure we showcase the most timely and relevant content. If you have a new story to share and would like to be considered for this session, please contact Jon Saxe at [email protected].


6:15 CLOSE OF PROJECTWORLD DAY TWO

5:00 Open Forum Q&A: Discussion on Top Challenges with Projects and Successes and Failures Facilitated by: William Greenwald, Founder and Chief Neuroleaderologist, WINDSOR LEADERSHIP GROUP, LLC.

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8:00 Co-Chairmen Opening Remarks Chuck Millhollan, Vice President of Process Improvement & Execution, FARM CREDIT MID-AMERICA William Greenwald, Founder and Chief Neuroleaderologist, WINDSOR LEADERSHIP GROUP, LLC.

Day 3Friday, October 23, 2015



11:45

Track 1: Scaling Agile to the OrganizationMargo Visitacion, Director of Research, FORRESTER RESEARCHThe success of Agile development has brought the approach to the mainstream, however, in order to make Agile sustainable long term, organizations must address several challenges. The Scaled Agile Framework provides some foundations, however, it requires pragmatic tweaking to win executive buy-in. Companies must recognize and adopt the concepts of failing fast, changing funding and resource management approaches. This presentation will examine the new roles required to make the transition, address limitations that require a hybrid approach and talk about shifts in budgeting and planning.

11:45

Track 2: Portfolio Management from Ideation to End of LifeAmi Cronin, Lead IT Business Consultant, BCBSTXDuring this session, Ami will present the integration of Enterprise Architecture Services with the PMO/PPM from the Idea stage through to the end of life for an application. This allows for architecture decision-making at the beginning of the process. It facilitates the mapping of applications to projects, project costing by application and a reduction in legacy applications. Key takeaways:��Understanding of the process to

integrate EAS and PMO/PPM and the benefits

��The potential cost savings by including EAS at the Idea stage

��The governance to reduce legacy applications as part of the project planning process

11:45

Tips to Embed Quality into Development Product Before Starting to CodeDaniel Crowley, CQO, DENAB QUALITY SYSTEMSThis presentation will give specific tips on embedding Quality into projects as soon as they return to Team Leader through Sr. VP. These tips can be implemented at various levels in the organizations. Although these tips work best with all members working toward the same goals of improvement. Major improvements must start from the top executives: CEO, COO, CQO (Chief Quality Officer). Many of these tips coincide with the PMBOK and BABOK.

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8:15 Keynote

Change is Tough; The Alternative is Tougher. A Case Study on Organization-Wide Change Management Emphasizing Practical Approaches and Lessons Learned

Chuck Millhollan, Vice President of Process Improvement & Execution, FARM CREDIT MID-AMERICAThis multifaceted Farm Credit Mid-America case study incorporates strategic portfolio management, the practical application of Lean concepts in a service organization, a complex program impacting every employee in one of the largest associations in the Farm Credit System, and a multi-year change management initiative on the organization’s Journey to 2020. Special attention is given to the practical tools and tactics the Farm Credit Mid-America teams have used to enhance delivery and change management.

Chuck Millhollan, Vice President of Process Improvement & Execution, FARM CREDIT MID-AMERICA

9:15 Keynote

Project and Human DignityLou Russell, CEO, Learning Facilitator, RUSSELL MARTIN & ASSOCIATES As project managers, we talk with our Project Sponsor about the value of a project. Clearly, to manage the scope of complex projects, keeping your eye on the prize is critical. But what is the prize? When asked, project managers often come up with ROI and stakeholder value as the prize. We teach that it’s critical to choose either Increase Revenue or Avoid Cost as your top priority and measure it constantly to stay on track. But what about the value to the project team? What is the cost and morality of damaging project team members to create business value? Join Lou to think differently about project value, and new strategies to drive business and human value. Lou Russell, CEO, Learning Facilitator,

RUSSELL MARTIN & ASSOCIATES

10:15 Small Group Roundtable DiscussionsFacilitated by: Chuck Millhollan, Vice President of Process Improvement & Execution, FARM CREDIT MID-AMERICA


INTRODUCING OUR ALL NEW CORPORATE SPONSORSHIP PROGRAM: Are you interested in training a department or sending a large group to PW&WCBA in 2015? Our brand new program offers your team the best registration rates available, exclusive branding opportunities, fast track registration onsite and more.

For more information on becoming a corporate sponsor at PW&WCBA, please contact Kacey Anderson at [email protected] or 646.895.7317.

SHOWCASE YOUR EXPERTISE!For more information on all sponsorship and exhibit opportunities, please contact Jon Saxe, Senior Business Development Manager at [email protected] or 646.895.7467.

For more information about becoming a strategic media partner, contact our Marketing Manager, Kacey Anderson at [email protected] or 646.895.7317.

4:15 Chairmen Closing Remarks

THANK YOU TO OUR SUPPORTERS

Day 3 Friday, October 23, 2015


2:15

Workshop 1: Creating Magic: Leadership and Services ExcellenceWilliam Greenwald, Founder and Chief Neuroleaderologist, WINDSOR LEADERSHIP GROUP, LLC.The framework for this learning event is built upon the collaborative efforts of William Greenwald, a leading scholar in the practices of transformational leadership, and Lee Cockerell, former Executive Vice President of Operations for the Walt Disney World Resort and world renowned author of two books: Creating Magic and The Customer Rules. The core constructs of this program draw upon Lee’s two books, including one of Lee’s major and lasting legacies while serving as EVP of operations at Disney; the creation of Disney Great Leader Strategies, which was used to train and develop the 7,000 leaders at Walt Disney World. This high impact, highly engaging learning event immerses leaders into Lee’s leadership framework taught at Disney and covers two specific precepts required to build a culture of excellence: Leadership & Service Excellence.

2:15

Workshop 2: The New Project Leadership Model: The Promise of the PM/BA Partnership in a Complex WorldKathleen Hass, Principal Consultant, KATHLEEN HASS & ASSOCIATES, INC.This presentation describes the subtle and not so subtle differences between the PM and the BA approaches to projects. It explores the differing perspectives, the complementary roles, the overlapping responsibilities, the differing view of scope, the overlapping communication channels, and the joint requirements and risk management responsibilities. We then describe the accountabilities and deliverables for the PM and the BA during the typical project phases: pre-initiating, initiating, planning, executing, monitoring and controlling, and project closing. And finally, we discuss the golden opportunities for the BA and the PM to collaborate to manage project complexity.

1:00 Lunch

4:30 END OF PROJECTWORLD 201 5

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YOUR REGISTRATION INCLUDES�Morning coffee and afternoon lunch

��Full conference presentations in electronic format & speaker handouts*

��A copy of the Executive Summary distributed via email after the event

�Opportunity to meet 1-on-1 with speakers

NOTE: We do try our best to secure all of the presentations from our speakers for you. Occasionally, distribution of presentation materials is prohibited by the speaker or their respective company. Thank you for understanding.

REGISTRATION DISCOUNTS ARE AVAILABLE IF��You are a Government, Not-for-Profit or Academic

Professional, you quality for a 30% discount off the standard and onsite rate

��Your company is sponsoring, you qualify for a 25% discount off the standard & onsite rate

��Your company is speaking, you qualify for a 20% discount off the standard & onsite rate

��If you are a PMI or IIBA member, you qualify for a 20% discount off the standard & onsite rate

NOTE: No two discounts can be combined. Please note that early registration discounts may be a better value than some of the discount opportunities here, so please register today.

Get Maximum Value When You Attend with Your Team NEW! EXCLUSIVE PW&WCBA GROUP SAVINGS

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$100 off the current rate Group of 2

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$1000 off the current rate Group of 10

GROUPS OF 11+ Contact Kacey Anderson at [email protected] for customized group pricing.

NOTE: All registrations must take place at the same time for discount structures to apply. For information on custom group packages and standard group discounts, call Kacey Anderson at 646.895.7317.

DATE & VENUEOctober 21–23, 2015Renaissance Seattle Hotel515 Madison StreetSeattle, WA 98104-1119

HOTEL RESERVATIONSA block of rooms is on hold for PW&WCBA attendees requiring guest room accommodations. Visit http://www.iirusa.com/projectworld/venue-pricing.xml for details on booking your room at the Renaissance Seattle Hotel. The discounted room rate is $249+ tax.

PAYMENTSDue to unforeseen circumstances, the program may change & IIR reserves the right to alter the venue and/ or speakers. Payments may be made by check, Visa, MasterCard, Discover, Diners Club or American Express. Please make all checks payable to the “Institute” for International Research, Inc.” and write the name of the delegate(s) on the face of the check, as well as our reference code: M2720. If payment has not been received prior to registration the morning of the conference, a credit card hold will be required.

AUXILIARY AIDAny disable individual desiring auxiliary aid for this conference should notify IIR at least 3 weeks prior to the conference in writing, by faxing 212.661.6045.

WHAT SHOULD I WEARCasual & comfortable attire is suggested. We recommend bringing a sweater, as the conference room may be cool.

INCORRECT MAILING INFORMATIONIf you are receiving multiple mailings, have updated information, or would like to be removed from our database, please contact our database department at 646.895.7417.

CANCELLATION POLICYIf you need to make any changes or have any questions, please feel free to contact us via email at [email protected]. Cancellations must be in writing and must be received by IIR prior to 10 business days before the start of the event (October 7, 2015). Upon receipt of a timely cancellation notice, IIR will issue a credit voucher for the full amount of your payment, which may be applied towards registration fees at any future IIR event held within 6 months after issuance (the “Expiration Date”). All credit vouchers shall automatically expire on the Expiration Date and shall thereupon become void. In lieu of issuance of a credit voucher, at your request, IIR will issue a refund less a $795 processing fee per registration. Registrants are advised that no credit vouchers or refunds will be issued for cancellations received less than ten business days prior to start of the event, including cancellations due to weather or other causes beyond the Registrant’s control. IIR therefore recommends that registrants allow for unexpected delays in making travel plans. Substitutions are welcome at any time. If for any reason IIR decides to cancel this conference, IIR accepts no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors, speakers and guests.

3 EASY WAYS TO

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INVESTMENT OPTIONS AND DISCOUNT GUIDE

888.670.8200 or 941.554.3500 Int’l

[email protected] (include code M2720)

www.iirusa.com/projectworld

Package Option Pricing: Register by 7/10 Save $300

Register by 8/14 Save $200

Register by 9/11 Save $100

Standard & Onsite

Day 1, 2 & 3 $2,995 $3,095 $3,195 $3,295

Day 1 & 2 $2,195 $2,295 $2,395 $2,495

Day 2 & 3 $2,195 $2,295 $2,395 $2,495

Tiered pricing is valid through expiration date. New pricing takes effect at specific dates indicated. All fees must be paid in full by expiration date or your price will increase to the next level tier.

Institute for International Research708 Third Ave, 4th FloorNew York, NY 10017

w w w. p r o j e c t w o r l d . c o mPW&WCBA delivers 36PDU/CDUs

THE 2015 PW&WCBA EXPERIENCE INCLUDES:• More Interactive Sessions focused on collaboration & networking

• Larger Offering of Workshops targeted to YOUR specific needs

• 36 PDUs/CDUs (24 at the live event and 12 through the Webinar Series)

Important Time Sensitive

Information:

THE FUSION OF TECHNOLOGY & INNOVATION

Introducing the New PW&WCBA Corporate Sponsorship Program. See inside for details.

Reuse. Recycle. Refer a Colleague. If you’re already received a mailing please pass this along to someone else who might be interested in attending. Together let’s keep the earth clean and the network growing.

OCTOBER 21–23, 2015SEATTLE, WA

Advancing Collaboration Through Practice

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