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FUTUREFORWARD

EVENT GUIDE

The PMI Registered Education Provider logo is a registered trade mark of the Project Management Institute, Inc.

ORLANDO, FL March 25 - 27, 2019DOUBLETREE BY HILTON ORLANDO AT SEAWORLD

536 PSBA19_OrlandoEventGuide_FNL.indd 1 3/4/2019 3:33:36 PM

Are you ready for a challenge and an opportunity? As conference Vice-President, my team and I would like to o� er both. We have prepared one of the most unique combinations of sessions and workshops available to you across North America.

As Project Managers and/or Business Analysis Professionals, you are often tasked with managing teams, predicting shifting scenarios and ensuring careful direction, all while understanding the importance of the bottom line. Our conference, ProjectSummit*BusinessAnalystWorld is designed to create scenarios that deliver these skill-set enhancing situations.

Whether it’s through classroom-style sessions by recognized experts and innovators or peer-to-peer casual conversations, the learning process will be natural and above all, fun!

Along with gaining knowledge and making new acquaintances, it’s important to remind you that we are a PMI® and IIBA Registered Education Provider. Attendees can claim one credit for every hour of education, up to 18 in total over 3 days, which goes a long way to renewing your certifi cation.

I encourage you to take advantage of all the learning and networking opportunities this event provides. Please do not hesitate to contact me directly if you have any questions!

Amy Ruddell | Vice-President, Business UnitProjectSummit*[email protected]

THANK YOU TOOUR VOLUNTEERS

Miriam Booth Debbie Hooten

Julius Jonas Lucrecia Krause

Derek Li Melanie Lowry

FUTURE FORWARD

GREETINGSFROM THECONFERENCEVICE PRESIDENT

OR

LAN

DO

PMI is a registered mark ofThe Project Management Institute, Inc.


ORLANDO, FL | MARCH 25 -27, 2019 | DOUBLETREE BY HILTON ORLANDO AT SEAWORLD

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Julee Bellomo AgileThought – Insightful Solutions Innovative Technologies

Michael Bender Service Express

Christine Carpenter IIBA Central Florida Chapter

Christy Erbeck AgileThought – Insightful Solutions Innovative Technologies

Mandy Eyrich Cardinal Solutions, IIBA Tampa Bay Chapter

Cari Faanes-Blakey Vertex

Tony Green CHEP

AJ Hawley PowerObjects, IIBA Tampa Bay Chapter

Holly Holstein Walt Disney Parks and Resort

Hoi Kun Lo Nielsen

Kaylyn Patton Service Express

Chris Vandersluis HMS Software

PROJECTSUMMIT*BAWORLD ORLANDOADVISORY BOARD

FOLLOW US!@PROJECTWORLD

#PSBAWORL19


ORLANDO, FL | MARCH 25 -27, 2019 | DOUBLETREE BY HILTON ORLANDO AT SEAWORLD >>> PMBACONFERENCES.COM/ORLANDO <<<

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Welcome Message . . . . . . . . . . . . . . . . . . . . . . . . 2

Advisory Board . . . . . . . . . . . . . . . . . . . . . . . . 2

Important Delegate Information

. . . . . . . . . . . . . . . . . . . . . . . . 3

Keynote Speakers . . . . . . . . . . . . . . . . . . . . . . . . 4 , 5

Monday Schedule-at-a-glance

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Tuesday Schedule-at-a-glance

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Symposium Descriptions . . . . . . . . . . . . . . . . . . . . . . . . 8 - 15

Workshop Schedule . . . . . . . . . . . . . . . . . . . . . . . . 16, 17

Sponsors & Exhibitors . . . . . . . . . . . . . . . . . . . . . . . . 18, 19

Keynote Speaker 8:30AM – 9:45AM

Symposium Sessions 10:00AM – 3:30PM

Keynote Speaker 3:45PM – 5:00PM

Networking Reception 5:00PM – 6:00PM

Keynote Speaker 8:30AM – 9:45AM

Symposium Sessions 10:00AM – 3:30PM

Keynote Speaker 3:45PM – 5:00PM

Workshops 8:30AM – 4:30PM

IMPORTANT DELEGATE INFORMATION

TABLE OF CONTENTS

CONFERENCE HOURSMONDAY, MARCH 25TH

TUESDAY, MARCH 26TH

WEDNESDAY, MARCH 27TH

www.pmbaconferences.com/orlando

Our Conference Informationcan be found at:

To download presentations: Go to: pmbaconferences.com/orlandoGo to the Program Menu. Click on a session with the FILE icon beside it. This indicates a document is available for download. Follow the instructions to log in andaccess the documents. Please note: Not all speakers haveshared their presentations. We update website program page with the documents as they are received.

www.projecttimes.comwww.batimes.com



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2019 KEYNOTE SPEAKERS

THE CREATIVE STORM FOR PROJECT PROFESSIONALS: HOW TO IGNITE CREATIVE LEADERSHIP AND LEAD INNOVATION IN THE NEW ECONOMY

FIGHTING THE GOOD FIGHT. HOW DO YOU FIGHT FAIRLY FOR SUCCESS, ESPECIALLY FOR YOURSELF?

According to a study by IBM, CEOs cited creativity as the most important leadership quality. As a result of the digital transformation, Creative Leadership is becoming a sought-after Project Management style. It’s the “Next Big Thing” in leadership for accelerating innovation and driving change. Using real examples, Nelson will explain his Nine Forces Of Creative Leadership™ and draw upon his own personal experiences and projects working with Project Managers and Business Analysts for over two and a half decades.

In a successful project structure, the Business Analyst and the Project Manager are equals, and they are in confl ict. The Business Analyst and the Project Manager serve as checks and balances on the progress and outcome of the project. This means that those two roles will, and should, be in confl ict on many points. How that confl ict is resolved may dictate the success of the project. Of course, when you are playing both roles, Project Manager and Business Analyst, how do you engage yourself in that confl ict? This Keynote reviews the inherent and healthy confl ict between the Business Analyst and Project Manager and o� ers suggestions for playing both roles at the same time.

Nelson CabralCABRAL Creative Leadership International Inc.

Steven BlaisParkson International

MARCH 25 | 8:30AM - 9:45AM

MARCH 25 | 3:45PM - 5:00PM



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2019 KEYNOTE SPEAKERS

COMMUNICATION LAND MINES! COMMUNICATION CATASTROPHES AND HOW TO AVOID THEM

YOUR FUTURE LOOKS BRIGHT!

Extremely upbeat, funny and very energetic. This Keynote is very short on theory and very long on practical application as Marty walks you around the land mines lurking on: -The Phone -Voicemail -E-mail Your professional credibility hangs in the balance! Based on Marty’s book, practical tips and techniques for making material improvements in communication ability are in store for the entire audience. Expect a dramatic increase in your ability to articulate yourself with credibility and authority as well as an immediate increase in overall communications confi dence.

Are you living in the past, in the now, or looking to the future? Have you thought about how Artifi cial Intelligence will impact your job? Have you given any thought to what your future looks like? In this fun and humorous keynote, Rhonda will give you a glimpse into the future. We will gaze into the crystal ball and see where you are headed. Learn what you need to do to remain relevant, and what things have gone way of the dinosaur. You’ll be excited about what your future looks like instead of fearful of the unknown.

Marty ClarkeMartin Productions

Rhonda Scharf CEO, On The Right Track -Training & Consulting Inc.

MARCH 26 | 8:30AM - 9:45AM

MARCH 26 | 3:45PM - 5:00PM



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7:30 am - 8:30 am Networking Breakfast

8:30 am -9:45 am

PROJECT MANAGEMENTDIAMOND 1

LEADERSHIP & SHARED SKILLSDIAMOND 2

BUISINESS ANALYSISROYAL BALLROOM 1

1 0:00 am -11:00 am

Design Thinking & Project ManagementBruce GayPMP, Sr. ProgramManager, UPMCEnterprises

Fundamentals of Business Architecture Through a Process LensKeith NolenCBAP, MBA, Lead Process Architect

Cost AnalysisMade EasyKathy AumillerBusiness Architect, Insight

11:15 am -12:15 pm

DevOps: How Companies Deliver Value 10 TimesFaster (and how youcan too)Liam BrienSenior Consultant,Cardinal Solutions

Ugly Babies, and What to do With ThemVincent MirabelliCBAP, CCXP, MBB, PMP,Principal, Global Project Synergy Group

How to Become a Full Stack Business AnalystBrian CollinsLead Product Analyst

Joanne TudorCBAP, Certifi ed Scrum Master, Certifi ed Product Ow, Senior Product Analyst, medCPU

12:15 pm -1:15 pm Networking Lunch

1:15 pm -2:15 pm

Can the Zombie Apocalypse Help you Survive Your Projects?Hans EckmanPrincipal, Eckman Guides

Hook up with yourVendor: The Dating Guide to Relationship Management

Tony JosevskiPasation Inc.

A Simulationist’s Guide to Business AnalysisRobert ChurchillCBAP, PMP, CSM, CSPO, CSD, Business Analyst, Universal Studios Orlando, under contract through Hays Veredus

2:30 pm -3:30 pm

Take the Lead: Manage your Investment in ProjectsGary EvansPhD PMP CBAP, President, CVR/IT Consulting LLC

Change got you Down? How to Roll with the Punches When You’d Rather be Throwing ThemJennifer BedellSr. Business Analyst, ADP

Planning Poker 101 - A Tool and Technique for Estimating and Prioritizing RequirementsBeth KennedyMgr Business Analysis, Marriott Vacations Worldwide

3:45 pm -5:00 pm

5:00pm - 6:00pm Networking Reception

Schedule at-a-glanceMonday March 25

THE CREATIVE STORM FOR PROJECT PROFESSIONALS: HOW TO IGNITE CREATIVE LEADERSHIP AND LEAD INNOVATION IN THE NEW ECONOMY

FIGHTING THE GOOD FIGHT. HOW DO YOU FIGHT FAIRLY FOR SUCCESS, ESPECIALLY FOR YOURSELF?

Nelson CabralCABRAL Creative Leadership International Inc.

Steven BlaisParkson International

Royal Ballroom 2 & 3




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7:30 am - 8:30 am Networking Breakfast

8:30 am -9:45 am

PROJECT MANAGEMENTDIAMOND 1

LEADERSHIP & SHARED SKILLSDIAMOND 2

BUISINESS ANALYSISROYAL BALLROOM 1

1 0:00 am -11:00 am

Through the Looking Glass: What it takes to Manage Multi-Million Dollar ProgramsHolly McKeePMP, CSM, Director, IT Strategic Initiatives, JM Family Enterprise

Talkin’ ‘Bout my Generation Multi-Generational Work-forces and Enterprise CultureCari Faanes-BlakeyEnterprise BA, Vertex

Adapting to a Digital World: The BA’s Role in Digital TransformationKevin HainesCBAP Prinipal Consultant

Heidi DerasBusiness Analyst, Online Business Systems, IIBA Winnipeg Chapter

11:15 am -12:15 pm

We’re Working on That?! - How Project Selectionis Broken and How WeCan Fix ItVincent MirabelliCBAP, CCXP, MBB, PMP, Principal, Global Project Synergy Group

Cross-Team Collaboration is Hard! Tips & Tricks to Help Solve DividesBruce GayPMP, Sr. Program Manager,UPMC Enterprises

The Badass BusinessAnalyst Bucket ListBob PrentissBob the BAThe Uncommon League

12:15 pm -1:15 pm Networking Lunch

1:15 pm -2:15 pm

If you Can’t Cancel a Project, can you Really Have a Portfolio Stage Gate? How to Cancel a Project Properly to Minimize Damage and Maximize Returns!Chris VandersluisPresident, HMS Software

7 Leadership andDevelopment Lessons from Harry PotterHans EckmanPrincipal, Eckman Guides

Blockchain and the BACari Faanes-BlakeyEnterprise BA, Vertex

2:30 pm -3:30 pm

The Bartender’s Guide to Project ManagementDaniel SimonPMP, MPM, ACS, CHTS-PW, Project Manager IV Where’s Your Road, LLC

The Art of Gamifi cationJennifer BattanCSM, CBAP, Chief CreativityEncourager, Out of the Box BA/ The Uncommon League

Agile/Smagile -Lean Lessons For AllJames CreedMIS, Independent Consultant

3:45 pm -5:00 pm

Schedule at-a-glanceTuesday March 26

COMMUNICATION LAND MINES! COMMUNICATION CATASTROPHES AND HOW TO AVOID THEM

YOUR FUTURE LOOKS BRIGHT!

Marty ClarkeMartin Productions

Rhonda ScharfCeo, On The Right Track -Training & Consulting Inc.





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SYMPOSIUM DESCRIPTIONSMonday March 25 | 8:30am - 4:30pm

8:30am - 9:45am | ROYAL BALLROOM 2 & 3THE CREATIVE STORM FOR PROJECT PROFESSIONALS: HOW TO IGNITE CREATIVE LEADERSHIP AND LEAD INNOVATION IN THE NEW ECONOMY

Nelson Cabral, CAPS, NSA, GSF, ACTRA, HonBA, President & CCO, CABRAL Creative Leadership International Inc.

According to a study by IBM, CEOs cited creativity as the most important leadership quality. As a result of the digital transformation, Creative Leadership is becoming a sought-after Project Management style. It’s the “Next Big Thing” in leadership for accelerating innovation and

driving change. Using real examples, Nelson will explain his Nine Forces Of Creative Leadership™ and draw upon his own personal experiences and projects working with Project Managers for over two and a half decades.

LEARNING OBJECTIVES• Project Managers will develop “everyday creativity” to

attack marketplace problems of all sizes and embrace change, resulting in improved productivity

• Project Managers will drive excellence and innovation by building their inspirational and collaborative leadership skills, tools and mindset

• Project Managers will consistently build and inspire winning teams to enhance performance using proven creative leadership strategies and change management tools

10:00am - 11:00am | ROYAL BALLROOM 1COST ANALYSIS MADE EASY

Kathy Aumiller, Business Architect, Insight

Although Business Analyst’s add tremendous value, their skills are frequently underutilized. In this session, you’ll learn how to apply those skills to an overlooked, but valuable technique - cost analysis. Let’s face it, on the forefront of every Executive’s mind is justifying expenditures and saving money. Cost analysis allows you to do just that. This simple measure can be used for cost/benefi t analyses as well as providing a solid baseline. In this session, we’ll perform a cost analysis, step by step, allowing participants to walk away with a newly acquired skill for their Business Analyst toolbox!

LEARNING OBJECTIVES• Perform a cost analysis• Apply BA skills• Measure success

10:00am - 11:00am | DIAMOND 1DESIGN THINKING & PROJECT MANAGEMENT

Bruce Gay, PMP, Senior Program Manager, UPMC Enterprises

Design Thinking has emerged as a major trend for how innovative organizations and teams are approaching problem-solving. Is Design Thinking another business fad? Or is it a useful tool that Project Managers and Business Analysts can employ in a more fl exible, discovery-driven world? This session explores the intersection between Design Thinking and Project Management and identifi es the pitfalls and benefi ts of incorporating design on projects.

LEARNING OBJECTIVES• Describe the benefi ts of incorporating design

methodologies on projects for increased customer alignment and business impact.

• Identify and apply design-thinking techniques for improving benefi ts realization and project success.

• Gain hands-on experience that being visual is a huge part design. (Sketching is an added form of communication that allows for more precise sharing of ideas).

10:00am - 11:00am | DIAMOND 2FUNDAMENTALS OF BUSINESS ARCHITECTURE THROUGH A PROCESS LENS

Keith Nolen, CBAP, MBA, Lead Process Architect

What is Business Architecture, what problems is it intended to solve, and how can a Business Analyst or Project Manager get started? In this session, Keith will provide clear and actionable answers to these questions and more. Keith will discuss how he built his career in Business Analysis, how he transitioned to a Business Architect role, and how he is fulfi lling and broadening that role at his current employer, a major entertainment company.

LEARNING OBJECTIVES• Learn what Business Architecture is and what kind of

problems• Learn what kind of problems Business Architecture is

intended to solve• Learn how business architecture relates to BA

and PM roles



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PROJECTMANAGEMENT

BUSINESSANALYSIS

LEADERSHIP & SHARED SKILLS

11:15am - 12:15pm | DIAMOND 1DEVOPS: HOW COMPANIES DELIVER VALUE 10 TIMES FASTER (AND HOW YOU CAN TOO)

Liam Brien, Senior Consultant, Cardinal Solutions

The world’s best software companies are delivering 10, 20, sometimes 100 times faster than the competition. They are delivering higher quality solutions, faster and with less risk. They do it with DevOps. Find out how DevOps enables companies like Amazon, Facebook and Netfl ix to deliver high quality, valuable features to their customers in a fraction of the time it used to take. Find out how you can begin to use DevOps principles for faster, higher-quality and more valuable software delivery.

LEARNING OBJECTIVES• Demystify the term “DevOps” with a working defi nition

and real-world examples.• Explore the advanced software delivery capabilities of

companies such Amazon and Netfl ix, who have been using DevOps principles and tools for years.

• Introduce simple and quick ways companies can get started with a DevOps journey of their own.

11:15am - 12:15pm | ROYAL BALLROOM 1HOW TO BECOME A FULL STACK BUSINESS ANALYST

Brian Collins, Lead Product Analyst, medCPUJoanne Tudor, CBAP, Certifi ed Scrum Master, Certifi ed Product Ow, Senior Product Analyst, medCPU

Imagine you were elected to shepherd a project from beginning to end. You might say, “I’ve got this.” But, do you really? Have you thought about how the project fi ts into the product stack? This presentation will reveal the stages in the product stack, what tools to use for each stage in the product stack, and what you will accomplish by applying the product stack approach. By the end of the presentation, you will have a roadmap for how to build better software.LEARNING OBJECTIVES• Learn how to maximize your time using e� ective

methods in all phases of the product stack• Learn how to e� ectively decompose a project into

incremental parts• Learn how being a full stack business analyst will allow

you to develop your arsenal of tools

11:15am - 12:15pm | DIAMOND 2UGLY BABIES, AND WHAT TO DO WITH THEM

Vincent Mirabelli, CBAP, CCXP, MBB,PMP, , Principal, Global Project Synergy Group

Ugly babies are everywhere in your organization, and they are taking you down from the inside, causing you unknown (and unneeded) pain. Despite likely hiding in plain sight, these Ugly Babies may be negatively impacting your ability to deliver on important projects, improve organizational processes, which leads to a disengaging of your sta� and team and worst of all, costing you a ton of money. (Disclaimer: All babies are beautiful...I’m obviously not talking about REAL babies – VM)

LEARNING OBJECTIVES• First and foremost, we’ll answer the question,

“What is an Ugly Baby?”• Identify the largest sources of Ugly Babies in

your organization, and the role they play in your organizational processes

• Learn what elements are needed and how to put them in place, to most e� ectively mitigate the impact and infl uence of all our Ugly Babies

1:15pm - 2:15pm | ROYAL BALLROOM 1A SIMULATIONIST’S GUIDE TO BUSINESS ANALYSIS

Robert Churchill, CBAP, PMP, CSM, CSPO, CSD, Business Analyst, Universal Studios Orlando, under contract through Hays Veredus

In order to simulate something you have to be able to analyze the heck out of it. Business analysis can be carried out in di� erent ways using di� erent tools and can be many things to many people, which can lead to confusion. Bob’s experiences led him to develop a framework for applying the BABOK’s general concepts in a specifi c way. He shows how his framework maps to the BABOK knowledge areas and introduces some new terms.

LEARNING OBJECTIVES• Understand an outcome-driven framework for business

and systems analysis.• Understand how the information in the BABOK is

presented in a general way because the range of possible business analysis activities and targets is so vast.

• Understand how a consistent set of skills can be applied across almost any industry.



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SYMPOSIUM DESCRIPTIONSMonday March 25 | 8:30am - 4:30pm

1:15pm - 2:15pm | DIAMOND 2HOOK UP WITH YOUR VENDOR: THE DATING GUIDE TO RELATIONSHIP MANAGEMENT

Tony Josevski, Pasation Inc.

Do you fi nd yourself spending more time managing a vendor relationship but have less success to show for it? Have you experienced the ‘cold shoulder’ or been stood up by a vendor? In this session, we will describe a lifecycle of Vendor Relationship Management which addresses these challenges and more while illustrating how you can implement strategies that’ll make the ‘dating ritual’ with the vendor a more pleasant one (and hopefully a fun one too).

LEARNING OBJECTIVES• Implement ‘new’ ways to hook up with your vendors• Avoid awkward relationship situations• Learn how to become a dating diva with vendors :)

1:15pm - 2:15pm | DIAMOND 1CAN THE ZOMBIE APOCALYPSE HELP YOU SURVIVE YOUR PROJECTS?

Hans Eckman, Principal, Eckman Guides

If a zombie outbreak happened tomorrow, would you be ready? What happens when you fi nd yourself in another death-march project or client? We learn the most valuable and long-lasting lessons when we face and overcome impossible situations, and what is more impossible than a zombie apocalypse? Using disaster preparedness as a backdrop, we will demonstrate the importance of root cause analysis, process analysis, risk mitigation, project scoping, business rules, and implementation planning as foundations for overcoming impossible project challenges. You will learn how the same warning signs and steps needed to survive common disasters like storms can help you develop survival skills during critical project phases. In reverse, you will learn how your IT project skills can be applied to daily situations to improve your competency and have a better balanced life.

LEARNING OBJECTIVES• Leave with a way to apply and refi ne your skills outside

work while building a plan to survive 3 days, 3 weeks or 3 months.

• Discover why situational awareness and problem defi nition can have the biggest impact to project success or failure

• Learn how your PM, BA and process improvement expertise can be used to decompose even the most challenging situations.

2:30pm - 3:30pm | DIAMOND 2CHANGE GOT YOUR DOWN? HOW TO ROLL WITH THE PUNCHES WHEN YOU’D RATHER BE THROWING THEM

Jennifer Bedell, Senior Business Analyst, ADP

The pace of change continues to increase leaving many of us struggling to keep up. As a result, we work longer days and we worry about seemingly insignifi cant things. We will explore why change continues to accelerate and we will practice techniques for managing our own ability to ‘roll with the punches’. We might even discover that change can be a great motivator!

LEARNING OBJECTIVES• Determine when to embrace a change and when to

walk away• Using change as a motivator• Techniques to stay grounded when change storms hit

2:30pm - 3:30pm | ROYAL BALLROOM 1PLANNING POKER 101 - A TOOL AND TECHNIQUE FOR ESTIMATING AND PRIORITIZING REQUIREMENTS

Beth Kennedy, Manager Business Analysis, Marriott Vacations Worldwide

Do you want to learn a fun and engaging technique to help your stakeholders estimate and prioritize requirements? Join in this interactive, hands-on session of Planning Poker where you will learn the value of this technique and how to use it e� ectively.

LEARNING OBJECTIVES• Learn how to apply a fun, collaborative technique to

help your stakeholders make e� ort-based estimates they have confi dence in.

• Discover the value of consensus-based decision making.

• See how results from a case study can be applied in your environment.



13

PROJECTMANAGEMENT

BUSINESSANALYSIS


2:30pm - 3:30pm | DIAMOND 1TAKE THE LEAD: MANAGE YOUR INVESTMENT IN PROJECTS

Gary EvansPresident PhD PMP CBAP CVR/IT Consulting LLC

Project Portfolio Management (PfM) can provide a substantial and sustainable boost to the bottom line by ensuring that every project supports current business strategy through realization of value. How e� ective is your organization at managing its project investments? Come to this presentation and fi nd out. Fill out a PfM organizational self-assessment as numerous topics related to e� ective PfM are discussed. You leave with both insights into your organization’s current PfM maturity and suggestions on how to improve it.

LEARNING OBJECTIVES• Appreciate the value of viewing projects as

investments• Learn e� ective practices for optimizing project value• Gain insight into the current PfM maturity level of their

organization

3:45pm - 5:00pm | ROYAL BALLROOM 2 & 3FIGHTING THE GOOD FIGHT. HOW DO YOU FIGHT FAIRLY FOR SUCCESS, ESPECIALLY FOR YOURSELF?

Steven Blais, Parkson International

In a successful project structure, the Business Analyst and the Project Manager are equals, and they are in confl ict. The Business Analyst and the Project Manager serve as checks and balances on the progress and outcome of the project. This means that those two roles will, and should, be in confl ict on many points.

How that confl ict is resolved may dictate the success of the project. Of course, when you are playing both roles, Project Manager and Business Analyst, how do you engage yourself in that confl ict? This Keynote reviews the inherent and healthy confl ict between the Business Analyst and Project Manager and o� ers suggestions for playing both roles at the same time.



14

SYMPOSIUM DESCRIPTIONSTuesday March 26 | 8:30am - 4:30pm

8:30am - 9:45am | ROYAL BALLROOM 2 & 3COMMUNICATION LAND MINES! COMMUNICATION CATASTROPHES AND HOW TO AVOID THEM

Marty Clarke, Owner, Martin Productions

Extremely upbeat, funny and very energetic. This Keynote is very short on theory and very long on practical application as Marty walks you around the land mines lurking on: -The Phone -Voicemail -E-mail. Your professional credibility hangs in the balance! Based on Marty’s book, practical tips

and techniques for making material improvements in communication ability are in store for the entire audience. Expect a dramatic increase in your ability to articulate yourself with credibility and authority as well as an immediate increase in overall communications confi dence.

LEARNING OBJECTIVES• Avoid the most common communication mistakes that

shred your credibility• Raise your professional credibility as your

communication skills increase in real time• Experience a material uptick in your professional

confi dence as you improve your ability to articulate yourself

10:00am - 11:00am | ROYAL BALLROOM 1ADAPTING TO A DIGITAL WORLD: THE BA’S ROLE IN DIGITAL TRANSFORMATION

Kevin Haines, CBAP, Prinipal ConsultantHeidi Deras, Business Analyst, Online Business SystemsIIBA Winnipeg Chapter

Innovation is driving the creation of new business processes and capabilities in every industry. Consumers are looking to digital tools to compliment – or replace – traditional services. How are digital opportunities being identifi ed and developed in your organization? How does this shift in thinking a� ect how Business Aanalysts do their work? Join Kevin Haines and Heidi Deras to learn how digital transformation can deliver huge business value.LEARNING OBJECTIVES• Learn how digitization is transforming business

processes and capabilities• Explore how new technologies and business models

can be incorporated into traditional business thinking• Learn how to anticipate and proactively prepare for

emerging digital disruption and to embrace resulting change

10:00am - 11:00am | DIAMOND 2TALKIN’ ‘BOUT MY GENERATION MULTI-GENERATIONAL WORKFORCES AND ENTERPRISE CULTURE

Cari Faanes-Blakey, Enterprise BA, Vertex

This presentation started as a look at how millennial are disruptors in the enterprise culture. Researching that assumption, the presenter learned that there were signifi cant events in the existence of all generations and that there are strengths and challenges for each generation. Take a break from the heavy brain work of attending the conference and learning all that new information and fi nd some interesting facts about the various generations you work with. Participants are encouraged to discuss and form their own opinions about the impacts of the events and how they might infl uence behavior. Short version suitable for a tweet: Every generation has its own frame of reference and it is not just the millennials who are disruptors.

LEARNING OBJECTIVES• Identify important events for each generation• Consider how those events may impact

communication and participation in enterprise culture• Discuss your observations of generational di� erences.

10:00am - 11:00am | DIAMOND 1THROUGH THE LOOKING GLASS: WHAT IT TAKES TO MANAGE MULTI-MILLION DOLLAR PROGRAMS.

Holly McKee, PMP, CSM, Director, IT Strategic Initiatives, JM Family Enterprise

Multi-million dollar programs are not for the faint of heart, they come with a lot of stress and pressure. With the acceleration of disruption companies are taking on larger and larger initiatives to transform their organizations and/or provide them with a competitive advantage. The stakes are high. This session highlights what it takes to successfully manage a 50+ million dollar program.

LEARNING OBJECTIVES• Attendees will learn what personal and professional

leadership skills it takes to successfully manage large programs.

• Attendees will learn how each of the PMI program management processes translates in the real-world.

• Attendees will learn what the biggest risk to a large program is and it is not what you think!



15

PROJECTMANAGEMENT

BUSINESSANALYSIS


11:15am - 12:15pm | DIAMOND 2CROSS-TEAM COLLABORATION IS HARD! TIPS & TRICKS TO HELP SOLVE DIVIDES

Bruce Gay, PMP, Senior Program Manager, UPMC Enterprises

What if your project’s success was heavily dependent on another department with a radically di� erent culture? Having everyone on the same page and ensuring people are working together is not an easy task. We need both technical and soft skills to bridge departmental divides and align teams toward achieving strategic goals. This session uses a case study from a large healthcare system to cover tips and tricks from organizational design to help establish lasting cross-team collaboration.

LEARNING OBJECTIVES• Describe organizational design models that support

increased collaboration across teams• Demonstrate benefi ts of organizational design in

aligning program teams to achieve strategic goals• Describe how a One Team approach can be used to

increase collaboration

11:15am - 12:15pm | ROYAL BALLROOM 1THE BADASS BUSINESS ANALYST BUCKET LIST

Bob Prentiss, CBAP, Bob the BA/Uncommon League

Is it the end of an era? The beginning of the end? As businesses change so must our profession to meet their needs. Business analysis is not dead, it is evolving and that is okay. It really is! After all, the egg did not get to where it is today without the chicken evolving (it’s true - the chicken came fi rst). Change is happening way too quickly for woulda, coulda, shoulda. In this session, I will share my bucket list with you, but more importantly we will work together to create yours. This is not a “Someday I wish I...” bucket list, but a genuine, actionable, dare-I-say ultimate bucket list for this profession, that will transform you into the analyst of the future!

LEARNING OBJECTIVES• Expectations for what the future of business analysis

looks like.• A “bucket list” of things they must do today to meet

their future head on.• Leave with your future plan “bucket list” in your hands!

11:15am - 12:15pm | DIAMOND 1WE’RE WORKING ON THAT?! - HOW PROJECT SELECTION IS BROKEN AND HOW WE CAN FIX IT

Vincent Mirabelli, CBAP, CCXP, MBB,PMP, , Principal, Global Project Synergy Group

Many businesses struggle when it comes to establishing a standardized approach to Project Management. And nowhere is this more evident than in the process and approach of project selection and prioritization. We build layers of complexity and governance to select what our organizations will work on this year, next year and beyond and yet, we know there exists a dirty little secret about this process...it doesn’t matter. Projects are often selected based on political reasons; whose pet project it is, what the HIPPO wants, who holds “sway”, etc. No wonder we’re all so frustrated!

LEARNING OBJECTIVES• Learn how to apply a scalable approach to managing

the project selection process.• Discuss how to ensure that all selected projects

align with enterprise strategies, (and know when you should ignore the needs of the organization) to deliver maximum stakeholder value.

• Learn how the skills we acquired in grade school can help us now, avoiding the tremendous pain that is normally associated with project selection and prioritization.



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SYMPOSIUM DESCRIPTIONSTuesday March 26 | 8:30am - 4:30pm

1:15pm - 2:15pm | DIAMOND 27 LEADERSHIP AND DEVELOPMENT LESSONS FROM HARRY POTTER

Hans Eckman, Principal, Eckman Guides

Do the circumstances make the leader or do great leaders make the circumstances? In J.K. Rowling’s amazing book series, Harry Potter fi nds himself rejoining the wizarding world only to discover he has a legend to live up to. Each year Harry and friends faced a new series of personal and environmental challenges they had to overcome. Join us to discover seven secrets of leadership, teams, and personal growth from the book series that changed the world. We will discuss pivotal strategies and approaches that Harry used to overcome He Who Must Not Be Named. You will learn how to apply these lessons to your professional journey and personal growth.

LEARNING OBJECTIVES• Learn why diverse teams with a common thread are

your best problem solvers• Learn how to play to your strengths and overcome

weaknesses• Learn the importance of standing up for the right thing

and why it can be so diº cult

1:15pm - 2:15pm | ROYAL BALLROOM 1BLOCKCHAIN AND THE BA

Cari Faanes-Blakey, Enterprise BA, Vertex

Blockchain is the next big thing. That’s where bitcoins come from, right? Did you know that blockchains have many uses outside of the bitcoin world? More importantly, how does the introduction of blockchain technology impact you in your role as a Business Analyst or Project Manager? In this session, we will learn what blockchains are, how they can be used, and what considerations there might be for our roles. Audience participation is encouraged and an opportunity for discussion will be o� ered to help us learn from each other. Disclaimer: This session will not make you a bitcoin millionaire, but you will leave with a better understanding of blockchains.

LEARNING OBJECTIVES• Understand what blockchains are.• Explore how blockchains are used.• Understand and discuss how blockchains may impact

the BA role.

1:15pm - 2:15pm | DIAMOND 1IF YOU CAN’T CANCEL A PROJECT, CAN YOU REALLY HAVE A PORTFOLIO STAGE GATE? HOW TO CANCEL A PROJECT PROPERLY TO MINIMIZE DAMAGE AND MAXIMIZE RETURNS!

Chris Vandersluis, President, HMS Software

Cancelling a project happens to almost every Project Manager sometime in their career but it doesn’t need to be a disaster. When considering cancelling a project there are often benefi ts to be considered. Successful Project Managers will approach project cancellation with a sense of how to mitigate the costs and how to maximize the benefi ts. This presentation will focus on where to fi nd the benefi ts of project cancellation.

LEARNING OBJECTIVES• Participants will learn key signs to identify a project

that should be cancelled and to distinguish it from a project that is just in trouble

• Participants will learn actions they can take that maximizes the value of a cancelled project

• Participants will discover techniques they can apply while cancelling a project that empowers the organization, team and themselves.

2:30pm - 3:30pm | ROYAL BALLROOM 1AGILE/SMAGILE - LEAN LESSONS FOR ALL

James Creed, MIS, Independent Consultant

Many of the Agile techniques and practices should be adopted by Business Analysts of all stripes and methodologies. Many Agile practices have as much relevancy to the structure analysis world as they do Agile analysis. In this session we’ll discuss these and other Agile technique and how they can and should be applied to all project methodologies.

LEARNING OBJECTIVES• Discover the full potential of the Business Analyst role

in projects of any methodology• For the Agile BA, learn how requirements analysis is

much more than just user stories on an index card.• For the structured analysis BA, learn what Agile

practices can be adopted and applied to any type of requirements methodology.



17

PROJECTMANAGEMENT

BUSINESSANALYSIS


2:30pm - 3:30pm | DIAMOND 2THE ART OF GAMIFICATION

Jennifer Battan, CSM, CBAP, Chief Creativity Encourager, Out of the Box BA/ The Uncommon League

In 1999 Bill Gates wrote a book about Business at the Speed of Thought. Nearly 20 years later, yes, technology is the digital nervous system of business, but what’s next? How can we motivate our teams, partners and customers to achieve their goals and ours? Let’s apply our natural need for achievement, socialization and mastery into a how we work. Less talk, more play. More play, more collaboration. More collaboration, stronger teams. Stronger teams, stronger results. Start playing games that make a di� erence.

LEARNING OBJECTIVES• How to engage everyone from business partners to

customers in collaborative games• How to focus and adapt game techniques to your

audience• How to quickly convert game output into real work

products

2:30pm - 3:30pm | DIAMOND 1THE BARTENDER’S GUIDE TO PROJECT MANAGEMENT

Daniel Simon, PMP, MPM, ACS, CHTS-PW, Project Manager IV, Where’s Your Road, LLC

Have you ever contemplated your project challenges over your favorite drink? Whether your choice is co� ee, water or adult beverage, my guess is, yes, you have. We sometimes need a break from the actual project work to crawl into various options and re-assess project progress. But, have you ever made the connection between project management and bartending? The world of Project Management is not unlike the resources and constraints model your bartender faces at your favorite local tavern. From the restaurant theme & mission, to the drink resources and of course the guest services, a bartender needs to be as aware of his environmental constraints as any Project Manager! Take a seat at the bar and enjoy a light-hearted look at Project Management through a di� erent set of glasses. Maybe, you will fi nd the magic elixir to your own project constraints by shaking things up and pouring it over ice. Cheers!

LEARNING OBJECTIVES• Paradigm Shift• Alternative Solutions & Connections• Project Management Fun

3:45pm - 5:00pm | ROYAL BALLROOM 2 & 3YOUR FUTURE LOOKS BRIGHT!

Rhonda Scharf, CEO, On The Right Track - Training & Consulting Inc

Are you living in the past, in the now, or looking to the future? Have you thought about how Artifi cial Intelligence will impact your job? Have you given any thought to what your future looks like? In this fun and humorous keynote, Rhonda will give you a glimpse into the future. We will gaze into the

crystal ball and see where you are headed. Learn what you need to do to remain relevant, and what things have gone way of the dinosaur. You’ll be excited about what your future looks like instead of fearful of the unknown.



18

Workshop Schedule at-a-glanceWednesday March 27 | 8:30am - 4:30pm

A BUSINESS ANALYST AND A PROJECTMANAGER WALK INTO AN AGILE BAR

IMPROVING YOUR CREATIVEAND CRITICAL THINKING

LEADERSHIP 2.0

Jennifer Battan, Out of the Box BA/The Uncommon LeaguePaul Crosby, Bob the BA/The Uncommon League

Vincent Mirabelli, CBAP, CCXP, MBB, PMP, Principal, Global Project Synergy Group

Rhonda Scharf, CEO, ON THE RIGHT TRACK -Training & Consulting Inc

Sounds like the start of a good story. The most common problem facing Agile practitioner isn’t the basics – it’s how it all fi ts together on a typical project. How does an Agile project get started? Once it’s gets started, how do you plan it in sprint zero? How do you pull an Agile sprint back from the brink of failure? What’s the best way to show status on a sprint? In this workshop we take you on a ride through a typical Agile project with all the turns and twists along the way from plan-ning, epics, theme, user stories, backlogs, spikes,

status and risk. Resource Management issues? We got that covered too. Understand how the pieces of Agile fi t together into a process and how to use it e� ectively. Learn how a Business Analyst and Project Manager can fi t into Agile. Bring your toughest situations. Let’s roll up our sleeves and work through them in this interactive journey through an Agile project. This workshop is designed for intermediate to advanced Agile practitioners.

“If nothing changes, then nothing changes” The world of business, and by extensionproject management and business analysis, has changed dramatically in recent years, with new tools, techniques and technologies replacing old, obsolete ones. So why do we cling then to outdated ideas and approaches to problem solving? In “Improving Your Creative and Critical Thinking”, participants will learn how to defi ne a problem, along with several new techniques for lateral thinking and complex problem solving (and

a quick revisit to some traditional ones), which allow them to improve on their decision-making capabilities, through critical thinking, structured reasoning and creative problem analysis. Learn how to balance logic with invention, by understanding the principles behind critical thinking and the tools used to arrive at the best solution, achieving maximum value for you, your projects and your organization.

Leadership changes constantly. Challenge what you think you know about leading others by at-tending this hands-on, interactive workshop on Leadership. Great leadership is diº cult to defi ne but easy to feel. When you have a great leader,

you know it. When you have a terrible leader, you know it too! Learn to be that great leader. Learn what identifi es a great leader from a terrible leader and identify what you need to do to become a great leader.

Royal Ballroom 3

Royal Ballroom 1

Diamond 2



19

PROJECTMANAGEMENT

TECHNICAL REQUIREMENTS, DIGITAL TRANSFORMATION & THE FUTURE OF BUSINESS ANALYSIS

Jennifer Battan, Out of the Box BA/The Uncommon LeaguePaul Crosby, Bob the BA/The Uncommon League

Vincent Mirabelli, CBAP, CCXP, MBB, PMP, Principal, Global Project Synergy Group

Rhonda Scharf, CEO, ON THE RIGHT TRACK -Training & Consulting Inc

Bob Prentiss, CBAP, CEO,Bob the BA / The Uncommon League

BUSINESSANALYSIS SHARED AGILE

More and more, roles in organizations demand more technical savvy. Everyone is talking about digital transformation. Technology is rapidly changing to meet those needs and in turn, is changing how we need to approach our roles and the requirements that drive product changes. The term “Technical requirements” is not an industry standard yet but they seem to be

cropping up more and more. What is the best way to handle these technical requirements? Who should own them? How can we analyze them? Are you ready for your technical future? Come join us for a fun-fi lled day to learn about technicalrequirements, discover what they really are, are not, and how to document them.

Royal Ballroom 2



20

We know that we are only ever as good as our last event, and we don’t take anything for granted. Mac-gregor Communications has earned the trust and respect of North American business communities by providing quality continuing education conferences to help keep business communities current in their roles and engaged with their partners, suppliers and vendors.We are partnered with various professional licensing bodies, industry associations and universities that help us provide accredited programs that are relevant for today’s professionals. Our diversifi ed portfolio pro-vides focused training for various business segments that will fi t your business needs. We at Diversifi ed strongly believe in the training and development of employees and have dedicated the last few decades to providing a unique learning platform for businesses to bring together their employees with top training facilitators and key suppliers to ensure ultimate work productivity.We believe in attention to detail and like to control every last detail. For instance, we do all our design work ourselves because getting the message right and communicating it e� ectively, is essential to delivering successful products. Our operations, marketing, sales – it’s all in house, done by people who understand the markets they serve, who know our customers and can react quickly to feedback.We also like to think up new ideas and to work with professionals in new sectors to create tailor-made events that really work for them. So if you want to talk, give us a call.

ASSOCIATION

Partnering ASSOCIATIONS

We are the go to professional association for Business Analysts of all skill levels in the central Florida area. Long time pros, senior professionals, career changers, and students come together to learn, teach, share, grow, and develop the skills to accelerate their career. We also foster relationships with the wider business community that recruits, employs, and trains BAs and related roles, helping to keep our fi nger on the pulse of talent in Central Florida. Join us to engage with others who share your interest and passion for our profession.

ASSOCIATION



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TORONTOMay 27 - 30, 2019

WASHINGTONApril 29- May 1, 2019

BOSTONOctober 7-10, 2019

VANCOUVEROctober 28-31, 2019

CHICAGODecember 2-5, 2019

2019 CONFERENCE SCHEDULE


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