Project Management Speed Mentoring Event

Project Management Speed Mentoring Event Presented by: PMI New York City Chapter (PMINYC) & New York University School of Continuing & Professional Studies (NYU-SCPS) March 20, 2014 6:00 to 8:00 pm

Mentor Name & Job Title Topic Page Rabih Alali, PMP Founder and Managing Director, Wyze Health Technology, LLC. Sabra Brock, PhD Interim Dean, Graduate Business School, Touro College in New York City, Moscow, Berlin, and Paris. Charles Cirronella, ITIL Vice President, Credit Suisse. NYU-SCPS and NYU Schack Institute of Real Estate, Adjunct Instructor. Anita Dhir, PMP President and CEO of Medhira Enterprises. Adjunct Assistant Professor, NYU. Former PMI Chapter Board Member. Jeff Furman, PMP NYU-SCPS, Instructor. Author, The Project Management Answer Book. Gene Gendal, PMP, CSP Agile Coach, Global Investment Bank. PMI Agile Community of Practice (CoP) Representative. Edward Kleinert, MPH, MBA NYU-SCPS, Adjunct Associate Professor. Sr. Program Manager, Memorial Sloan-Kettering Cancer Center (formerly). Josh Lerner, PMP, CSM, GWCPM CEO, Lerner Management Consulting. PMINYC, Past President 2012. Lawrence Mantrone, PMP, CSM Founder & Managing Director, Adaptyze LLC. PMINYC Agile Program Manager. NYU-SCPS, Adjunct Instructor. Kim Miller, PMP Senior Consultant. PMINYC, Corporate Outreach Volunteer. Rami Niilo-Rämä, PMP, CSM Sr. Project Manager, Project Management Office, Mondelēz International. PMINYC, Outreach Volunteer. Beth Ouellette, PMP, PgMP CEO, The Ouellette Group. PMINYC, Past President 2009. Fred Stein, PMP Project Manager, MetLife Insurance. PMINYC, VP Membership. Paula Storonsky, MBA, PMP PM and Leadership Consultant, Coach and Trainer, Athena Enterprises Inc. PMINYC, Past VP of Professional Development 2013. R. Clark Webb, PMP, CCM Senior Project Manager, MTA. PMINYC, VP Operations. Project Management Career Opportunities in the Healthcare Industry: What knowledge experiences are needed to qualify? Career Resiliency 4 What are the first five things you must do when starting a new project or a new company? Understanding Communication Styles Is Key to Project Success Certification & Resources For Project Managers 7 Product Management: Strategic Planning, Tactical Delivery A Structured Approach to Project Management: The Analytic and Sociocultural Balance PMO & PM Life Cycle 10 Leadership Skills 11 Financial Industries: What do you have to consider when executing projects in a highly regulated environment? Measuring Project Success 13 Is Project Management Really for You?! Qualities and Traits of Successful Project Managers Working with People from Different Cultures 15 Combining Project Management and Leadership 16 Successful IT Implementations Using Project Management Principles 3 5 6 8 9 12 14 17 Page 2

Rabih Alali, PMP Founder and Managing Director, Wyze Health Technology, LLC Topic: Project Management Career Opportunities in the Healthcare Industry: What knowledge experiences are needed to qualify? PMINYC: N/A Email: ralali@wyzehealthtechnology.com Mr. Rabih Alali has over 16 years of Healthcare IT leadership experience with demonstrated abilities in all aspects of IT operations, business process improvement, project/program management, change management, staff planning and development and project budget management. He has a proven track record of numerous leadership positions at prominent healthcare institutions. He is focused on technology that drives business value. His strong understanding of the mechanics and challenges of the Healthcare industry has played a tremendous role in the success of his career. Mr. Alali specializes in project management of information technology solution implementations for Healthcare Providers, Payers & Diagnostic Imaging centers. He founded Wyze Health Technology, LLC in 2006: a healthcare IT consulting practice with accomplishments in over 20 healthcare facilities and health insurance companies (healthcare payers). He holds a Bachelor in Electrical Engineering (B.Eng.) and a Professional Engineering license (P.Eng.) from Ontario Canada. He also has a Master s Degree in Business Administration for Executives (EMBA). Mr. Alali has been a certified Project Management Professional (PMP) since 2005 and continues to be in good standing. Mr. Alali is also a Certified Professional in Healthcare Information & Management Systems (CPHIMS). He is also a frequent visiting lecturer and guest speaker at the Graduate Business School for SUNY Albany. Mr. Alali was identified by Linkedin as one of the top 1% most viewed profiles in 2012 amongst its 200 million members worldwide. Page 3

Sabra Brock, PhD Interim Dean, Graduate Business School, Touro College in New York City, Moscow, Berlin, and Paris Topic: Career Resiliency PMINYC: N/A Email: sabra.brock@touro.edu Sabra Brock is Interim Dean at the Graduate Business School of Touro College in New York City, Moscow, Berlin and Paris. She received her doctorate from New York University in 2007. Her research interests include collaborative learning in business schools and the workplace, cross cultural teaching, and managing change through transformative learning. In addition to numerous scholarly publications, Dr. Brock has two books on gender relationships. Men Head East Women Turn Right has been translated into five languages and has recently released as an ebook under the title I Say This, You Say That. Page 4

Charles Cirronella, ITIL Vice President, Credit Suisse Topic: What are the first five things you must do when starting a new project or a new company? PMINYC: N/A NYU-SCPS: Adjunct Instructor, NYU-SCPS and NYU Schack Institute of Real Estate Email: ccirrone@optonline.net Charlie Cirronella has an extensive background (32 years) and a vast range of knowledge, skills, tools and techniques. Charlie has successfully managed large scale programs for major Wall Street firms including: Salomon Brothers, Deutsche Bank, Lehman Brothers, World Street, SIAC, JP Morgan Chase, Morgan Stanley and Credit Suisse. He has managed projects "front to back" and worked side by side with trading and sales, portfolio management, prime broker, derivative trading, equity research, middle and back-office operations, IT organizations, and numerous stakeholder and business sponsors. Charlie's specialty is analyzing failing projects and bringing them back on track by focusing participants on effective communications, consistent processes and building solid working relationships. Charlie is also an Adjunct Instructor at NYU-SCPS and NYU Schack Institute of Real Estate. His courses include: Project Analysis for Managers, Managing Virtual Teams and Principles of Project Management. Charlie holds a B.S. from NYU and is ITIL Certified. He currently resides in Rockville Centre, New York. Page 5

Anita Dhir, PMP President and CEO of Medhira Enterprises Topic: Understanding Communication Styles Is Key to Project Success PMINYC: Former PMI Chapter Board Member NYU-SCPS: Adjunct Assistant Professor, NYU Email: adhir@medhira.com Anita Dhir is a system thinker who emphasizes the importance of gaining knowledge and building relationships to achieve success. She has over 20 years of experience working with Fortune 500 companies managing strategic quality and project management initiatives. As Medhira s lead consultant and learning solutions provider, Anita focuses on providing project management and operational best practices solutions for her clients based in USA, Europe, India, and Mauritius. Anita has conducted over 500 plus workshops across the globe and shared her expertise with over 4000 students. Anita has published various CAPM /PMP Exam Prep Kits to assist candidates in their quest for PMI certification. Anita has served on many PMI Chapter Boards between 1998 and 2008. She is an Adjunct Assistant Professor at NYU and has degrees in Computer Engineering and Physics. Page 6

Jeff Furman, PMP Author, The Project Management Answer Book Topic: Certification & Resources For Project Managers PMINYC: N/A NYU-SCPS: Instructor Email: jeff@jeff-furman.com Jeff Furman, PMP is a highly experienced IT Project Manager and Project Management Instructor. He managed software projects for Fortune 100 firms in the NYC area for more than 15 years, including new product evaluations, infrastructure upgrades, and a change management system used by more than 1,000 developers 24x7 for a large brokerage in Manhattan. He currently teaches several levels of project management for NYU SCPS, including Basic PM, PMP Prep, PM Principles For Construction Professionals (for Schack Institute), Communications Management (for the PM Summer Intensive) and Ethics In Project Management, a course he created for NYU. He also teaches Advanced PM for the US Army on bases around the country. The 2 nd Edition of his book, The Project Management Answer Book (publisher: Management Concepts Press) will be out in August 2014. Website: http://www.jeff-furman.com Blog: http://www.jeff-furman.com/blog Email: Jeff@Jeff-Furman.com Book: The Project Management Answer Book Page 7

Gene Gendal, PMP, CSP Agile Coach, Global Investment Bank Topic: Product Management: Strategic Planning, Tactical Delivery PMINYC: PMI Agile Community of Practice (CoP) Representative Email: Agile@pminyc.org Gene Gendel is an Agile practice leader and transformation agent. His primary focus is to help organizations and teams with adopting Agile practices and achieving leaner product development methods. Although his broad area of expertise includes mid-organizational and team-level Agile coaching/mentoring, he views himself somewhat differently from the conventional definition of a 'coach' by offering a lot of practical hands-on expertise, leadership by example and offering practical guidance to team members, POs and Scrum Masters. His particular area of competence is rolling out and maintaining the Scrum framework at single and multi-team levels as well as enhancing the Scrum team operational model with KANBAN, by formulating what is called, ScrumBan. He is an active member of NYC Agile community, where he is known as a big proponent of community-wide, cost effective Agile education. He strives to deliver such education to masses through his personal presentations, open-space Agile collaboration workshops, group meetings and other community-wide activities. As a part of his profession, he strongly emphasizes the ethics of Agile coaching. He started his professional journey about 16 years ago as Business/Systems Analyst and Project Manager and transitioned into the Agile area about 7 years ago. Gene invites you to go online to view highlights of his professional activities and presentations: https://www.linkedin.com/pub/gene-g/3/916/776 https://www.dropbox.com/s/6qhllmno5vbd1tv/gg_profile.pdf Page 8

Edward Kleinert, MPH, MBA Sr. Program Manager, Memorial Sloan-Kettering Cancer Center (formerly) Topic: A Structured Approach to Project Management: The Analytic and Sociocultural Balance PMINYC: N/A NYU-SCPS: Adjunct Associate Professor Email: elk1@nyu.edu Edward is Adjunct Associate Professor at NYU-SCPS, in the Division of Programs in Business, Graduate School and Continuing Education, with a focus on Project Management and Intercultural Business Communications. This includes curriculum development, establishment and maintenance of practice standards, and teaching. Formerly the Sr. Program Manager at Memorial Sloan- Kettering Cancer Center, he was responsible for the planning and execution of enterprise-wide projects, related to process change and systems solutions. He sponsored and managed cross-functional teams on project initiatives aligned to the changing needs of the organization, including the Enterprise Retirement Program Redesign, Enterprise Resource Planning system deployment (PeopleSoft/Oracle,) Enterprise Learning Management, eperformance, and a host of online and on-premises initiatives, to provide solutions to business problems and take advantage of business opportunities. Education MPH in Health Administration, Columbia University, Schools of Public Health and Business MBA in Corporate Strategy, New York University, Stern School of Business. Page 9

PMINYC & NYU-SCPS Project Management Speed Mentoring Event, March 20, 2014 Josh Lerner, PMP, CSM CEO, Lerner Management Consulting Topic: PMINYC: NYU-SCPS: Email: PMO & PM Life Cycle Past President 2012 N/A josh@lernermanagementconsulting.com Mr. Lerner is the head of Lerner Management Consulting, Inc., a company that specializes in Project Management, Executive Coaching, Software Development, Training, PeopleSoft Implementations, and large scale System Projects. He has over 20 years experience working with clients throughout the United States and international business communities, in financial services, government, information technology, and education sectors of business. Mr. Lerner served as an Executive with the Metropolitan Transportation Authority Business Service Center, where he was responsible for managing the largest PeopleSoft Shared Services Project in the history of the United States within the public sector, managing over 200 employees and consultants. He also helped build this organization from the ground up with a handful of other Executives, which is now one of the seven New York City Metropolitan Transportation Authority Agencies. He has headed up many State and City government technology projects, partnering with United States Department of Motor Vehicles Jurisdictions, United States Department of Homeland Security, FBI and Department of Criminal Justice Services. Mr. Lerner has also implemented project management methodologies and setup PMO's for organizations, responsible for ensuring best practices and processes supporting the Information Technology Project Life Cycle. Mr. Lerner has been an Instructor for over 18 years, delivering PeopleSoft Training as well as Project & Portfolio Management courses (7 PDU course) based on PMI s IPECC model from the Project Management Body of Knowledge (PMBOK), educating learners on how to effectively create project plans, organize activities, build a work breakdown structure, and complete simple to very complex projects for organizations. Mr. Lerner has also been on the Board of Directors for the Project Management Institute (PMI) New York City organization since 2008, and most recently, the President & CEO of this organization comprised of over 3,000 professionals and executives. He remains active on the Board and PMI serving as the Past President. Page 10

Lawrence Mantrone, PMP, CSM Founder & Managing Director, Adaptyze LLC Topic: Leadership Skills PMINYC: Agile Program Manager NYU-SCPS: Adjunct Instructor Email: pmagile@pminyc.org Lawrence Mantrone is the founder and managing director of Adaptyze LLC, a management consulting firm specializing in change management, project management and enterprise risk management. Among his areas of expertise is the improvement of information technology project management processes to foster enterprise agility, align project portfolios with strategic objectives and better manage project risks. He is an adjunct instructor at New York University s School of Continuing and Professional Studies (SCPS), teaching courses in information technology management and Agile project management. Lawrence pursued several careers in the human capital management consulting field at Buck Consultants, LLC, a subsidiary of Xerox Corporation, including pension actuarial consulting, software development, information technology management, project management and business process improvement. Lawrence was awarded an M.S. degree in Management and Systems in January 2010 from NYU SCPS, concentrating in enterprise risk management. He also holds a B.S. in mathematics from Brown University. He is a Project Management Professional and a Certified Scrum Master. Page 11

Kim Miller, PMP Senior Consultant, Genesis 10 Topic: Financial Industries: What do you have to consider when executing projects in a highly regulated environment? PMINYC: Corporate Outreach Volunteer Email: kim.millervt@yahoo.com Professionally, Kim works with major financial institutions, helping them execute their large strategic programs of work, currently focused on regulatory mandates. Kim has worked in the financial services industry for over a decade. Kim has been a certified Project Management Professional (PMP), by the Project Management Institute (PMI), since 2004. She has been an active member with PMI since 2005, holding the board level positions of VP of Professional Development, and Chapter Vice President in Los Angeles, CA as part of the Los Padres Chapter. Kim now volunteers with the Corporate Outreach team for the PMI NYC Chapter, and has been an active member since she moved to NYC in 2010. Page 12

Rami Niilo-Rämä, PMP, CSM Sr. Project Manager, Project Management Office, Mondelēz International Topic: Measuring Project Success PMINYC: Outreach Volunteer Email: rami@niilorama.com A PMP certified project management professional, Rami has over 15 years experience in leading teams of project managers, overseeing project portfolios, as well as managing projects and programs. His experience ranges from global mobile and telecom companies Nokia and Vodafone to consumer goods. He currently works at Project Management Office of Mondelēz International - one of the world s largest snack foods companies, known for its leading brands, including Oreo cookies and Trident gum. Rami specializes in global programs delivering new or reengineered processes, information systems, and organizational transformation across sales, marketing, finance and logistics. Rami holds a MS in Industrial Engineering and Management from Lappeenranta University, Finland. Page 13

Beth Ouellette, PMP, PgMP CEO, The Ouellette Group Topic: Is Project Management Really for You?! Qualities and Traits of Successful Project Managers PMINYC: Past President 2009 Email: Beth@OuelletteGroup.com Beth Ouellette, Chief Executive Officer of The Ouellette Group, works with clients across the globe implementing value-added Portfolio, Program and Project Management best practices. Because of Beth s unique blend of business management and technology skills, she has been exceptionally successful in assisting organization in the establishment and leading of corporate-wide PMOs. She has experience in partnering with senior executives with large, complex initiatives across the US, Canada, South America, Europe, Asia, and India. She has worked with small, medium, and large corporations in successfully. Beth has hands-on experience in the following industries: finance, banking, insurance, retail, utility, telecom, manufacturing, small business, academia, and the entertainment/luxury industry. She has been published and quoted in publications including PMI Network, Information Week, Computerworld and PC Week. Beth set up and managed the Corporate Program Office to reengineer the securities trade life cycle at Prudential Financial, where she reported to the COO and EVP for the initiative. Previously at Prudential, she set up and ran the IT PMO reporting to the Company s CIO, which coordinated over 400 programs and projects, and accounted for $2.4 billion dollars of IT work. She received the Distinguished Contributor Award of the Year in 2009 for her work in the PM Community and on the PMI Standards Teams. In 2010, Beth received the Component Leadership of the Year Award for her contributions to the profession and the PMINYC chapter. She has been an active member of PMI since 2000, obtaining her PMP certification in 2002 and the PgMP credential in 2008. Beth has actively volunteered with PMI having held a lead position for the Program and Portfolio Management Standard, released in May 2006, served as the Content Integration Analyst for the December 2008 release of PMBOK, Portfolio, Program and OPM3 Standards, and served on the PMINYC board of directors from 2008-2010, as the President of the Chapter in 2009. Beth holds a Finance MBA from NYU s Stern School, a BA in Education from Eastern Michigan University, and an AA in Computer Programming from Greenville Technical College. Page 14

Fred Stein, PMP Project Manager, MetLife Insurance Topic: Working with People from Different Cultures PMINYC: VP Membership Email: vpmembership@pminyc.org Fred Stein started as a programmer for Bendix; held management positions as Director of Data Processing for Overseas National Airways, VP of Systems and Development for Pagex Systems and VP of General Services for Prudential- Bache, with responsibility for Computer Operations, Mail and Printing Operations, Forms Design, Compliance Publications, Records Management and Purchasing. Fred was also a principal of Global Web UnLtd. Inc., a consulting organization, where he improved business operations and increased profitability for a variety of companies in his work as a Consultant, Project Manager and Analyst. Clients included: - Banks: ING Barings, JP Morgan, Citibank, Swiss Bank - Brokerage: Salomon Brothers - Insurance: Metropolitan Life Insurance, Prudential Insurance - Entertainment: CBS Television; Viacom; Paramount Pictures; IDT Entertainment - Other: Metropolitan Museum of Art, Dow Jones Telerate, EDS His areas of expertise include the design, development, implementation and management of systems that address strategic business initiatives, satisfy stakeholder requirements and meet business objectives. He has also provided training and mentoring in object technology and use case development for several organizations, including JP Morgan and the U.S. Coast Guard. Fred is a member of the Project Management Institute (PMI), and is a certified Project Management Professional (PMP). He has worked as a volunteer in PMINYC since joining the chapter, first as Program Manager of Corporate Outreach from 2005 to 2009, and then as Vice President of Membership since December 2009. He has B.B.A. in Finance & Investments from the City College of New York and completed course work for an M.B.A. in Computer Methodology from Baruch College. Fred is currently a Project Manager implementing Financial Systems for the International Division of MetLife, where over 50 countries will have new financial applications operating in 3 regional data centers. Page 15

Paula Storonsky, MBA, PMP PM and Leadership Consultant, Coach and Trainer, Athena Enterprises Inc. Topic: Combining Project Management and Leadership PMINYC: Past VP of Professional Development 2013 Email: paula@athena-enterprises-inc.com Paula enjoys working with people to help them succeed in projects and life. In 2000, Paula founded Athena Enterprises Inc. specializing in Project Management Consulting, Coaching and Training. Currently Paula is the President/CEO of Athena Enterprises Inc.; in addition Paula is a Certified Leadership Trainer for Dale Carnegie. Since joining PMI NYC in 2006, Paula has been an active volunteer and advocate for the chapter and is a Certified Project Management Professional (PMP). Paula has an MBA in Management Information Systems from Pace University and has worked in the project management field for twenty years beginning with Philip Morris International, then JP Morgan. Some of Paula s consulting clients have included: Guardian Life Insurance, Park Avenue Securities, MMLISI, ING and National Financial partners SI. Paula has a tremendous work ethic, and is extremely motivated and dedicated to delivering high results. Page 16

R. Clark Webb, PMP, CCM Senior Project Manager, MTA Topic: Successful IT Implementations Using Project Management Principles PMINYC: VP Operations Email: RClarkWebb@gmail.com Clark Webb is currently a Senior Project Manager at the MTA. Prior to working there he has worked in the IT field in various capacities as Programmer, Analyst, Project Leader, Project Manager and a Product Support Manager on a variety of projects. He has worked for companies in the private sector such as J.P Morgan, Software Design Associates, Merrill Lynch, PeopleSoft and Credit Suisse in addition to the public sector including the Department of Labor and Department of Education as well as a private consultant for HBO. Projects varied but project management principles contributed to the successful implementations of such projects as the Syndication Transmission System, Central Liabilities System, Stock Certification System, Non Negotiable Instrument Tracking System, HBO Billing System as well as a statewide Unemployment Insurance Financial System in Alaska and a statewide Student Tracking System in Louisiana. Currently he is a volunteer with PMINYC as the VP of Operations. Page 17