LI Region 14 2020 Meeting

    Find Your Leadership Rhythm

    AGENDA
    Conference agenda-at-a-glance - Click Here to download!

    Thursday, Apr 30 3:00 PM - 5:00 PM
    Title LIR14 President's Meeting
    Presented/Led by Sarah Maxwell, Aldo Calvi
    Description
    Presidents meet to discuss upcoming business


    Thursday, Apr 30 5:30 PM - 6:30 PM
    Title First Time Attendee Session
    Presented/Led by Sarah Maxwell, Aldo Calvi
    Description
    Provide direction and guidance to first time attendees! Glad to have you!
       
    Thursday, Apr 30
    7:00 PM - 8:00 PM
    Title Welcome Reception
    Presented/Led by Teresa Colon
    Description
    We'll be poolside on this one! Come participate in a fun and engaging event to meet your peers and kick off the conference!


    Friday, May 1 7:30 AM - 8:30 AM
    Title Breakfast
    Presented/Led by Hard Rock Casino & Hotel
       
    Friday, May 1 8:30 AM - 9:00 AM
    Title
    Welcome and Sponsor Spotlight by PMI South Florida Chapter
    Presented/Led by Gustavo Rosales, Chapter President
    Description
    Gustavo Rosales will welcome attendees and spotlight our awesome sponsors!
       
    Friday, May 1 9:00 AM - 9:15 AM
    Title Session Open
    Presented/Led by Sarah Maxwell, Aldo Calvi
    Description
    Sarah and Aldo will kick off the event!
       
    Friday, May 1 9:15 AM - 10:00 AM
    Title PMI Message
    Presented/Led by PMI Staff and CHIT Member
    Description
    Learn what’s going on at PMI!


    Friday, May 1 10:00 AM - 10:30 AM
      Break – Networking and Sponsor Showcases!


    Friday, May 1 10:30 AM - 12:00 PM
    Keynote
    How to create real connection in our relationships (and how to apply it in our chapters)
    Presented/Led by Ricardo Triana, PMP, PMI Fellow
    Description
    At first sight, the work for running a chapter seems oriented to provide value to our members and to maintain a team of engaged volunteers, however great processes and tools depend on ensuring every person involved is engaged in a meaningful relationship. Interpersonal relationships are everywhere (work, volunteer, family, friends) and to ensure they are working, it requires creating an emotional connection, being authentic and understanding who we are and how to interact with others toward a common goal, despite our differences. Through this motivational conversation, Ricardo will tell us in a personal way how his experience has been creating connection at a professional and personal level and will give us a series of tips on how to strengthen interpersonal relationships through authentic leadership, will explain how three simple skills: Communication, Trust and Commitment make all the difference and how this could be applied to our day-to-day and also to the work we do in the chapters.


    Friday, May 1 12:00 PM - 1:00 PM
      NETWORKING LUNCH


    Friday, May 1 1:00 PM - 2:00 PM
    Breakout Session
    Breakout #1 - Tracking Chapter Finances in a Nutshell
    Presented/Led by Tony Bryant, Charles Volz, Martin Jones,
    Description
    During this presentation, we will review how the South Carolina Midlands Chapter uses an Excel Workbook to track monthly expenses, separate out key event costs and revenue by event type, and provide other metrics that build throughout the year. We’ll look at a live report showing a full year of information, and then a blank template to demonstrate how to keep up with finances throughout the year. Finally, the template will be made available to anyone interested in using it for their Chapter. The solution being shared is used for a mid-size Chapter with 600 members and events such as Professional Development Day, Annual Dinner, and Monthly Training/Networking.


    Friday, May 1 1:00 PM - 2:00 PM
    Breakout Session
    Breakout #2 - Optimizing the Annual Planning Process: Come Meet Your New Best Friend!
    Presented/Led by Sarah Maxwell, Glynis Alexander-Tam
    Description
    Annual Planning is always a challenge for volunteer organizations. Getting the planning team together sometimes is akin to herding cats. Planning team members are usually high performance individuals at work and whilst everyone on the team has great instentions, in these times of demanding lifestyles (both personal and professional), it is extremely difficult to get everyone in the same place at the same time. In this presentation we will examine the realities behind the planning process, some simple tools and techniques to accomplish this successfully and why the core services template is your new best friend.


    Friday, May 1 1:00 PM - 2:00 PM
    Breakout Session
    Breakout #3 - Mobile Application for the Chapter: Innovate with Technology
    Presented/Led by Shivani Gupta, Jean-Luc Caous
    Description
    Apps are becoming the dominant form of digital interaction, and Mobile apps allow you to engage with your customers in a whole new way. The PMI South Florida Chapter understood this need and took the initiative to develop a mobile app for the chapter that helps members to connect, get updates about events, complete surveys, register automatically during events, and much more. In this presentation, we will share our experiences in the South Florida Chapter to build the app with minimum budget. We will describe how we leveraged the app to 1) automate our registration process using QR Codes, 2) conduct surveys, 3) obtain reports, and 4) provide a platform to members to communicate with the Board as well as each other directly in group and individual chats. Attendees of this presentation will be able to leverage the PMI South Florida Chapter's experience and implement a similar solution for their chapter with low cost and customized functionalities.


    Friday, May 1 2:10 PM - 3:10 PM
    Breakout Session
    Breakout #1 - Leveraging Sound Marketing Strategies to Achieve Chapter Goals
    Presented/Led by Claudia Keppinger, Olimpia Fuentes
    Description
    For Chapters, marketing has always been an area that gets pushed to the side when more tactical activities need attention. Not too many in the project management community have been exposed to successful marketing strategies and know where to start. The fact is, developing a sound marketing strategy will make other tasks easier - for example, obtaining desired registrtions for events and attracting sponsors. Come learn how to take the first steps in developing a sound markeitng strategy - i.e., how to get it going. See what other Chapters are doing in terms of branding, consistent messaging, sponsor recruitment, etc. You can't miss this!


    Friday, May 1 2:10 PM - 3:10 PM
    Breakout Session
    Breakout #2 - 2020 PMI Training and Credential Changes: What Chapter Leaders Need to Know
    Presented/Led by Roger Duke, Derek Beck
    Description
    PMI training is changing, and it WILL affect chapters. The new PMP exam goes into effect July 2020 and its content represents some of the most significant changes in the history of the exam. However, the new exam is just the tip of the iceberg. For example, Disciplined Agile is now a major player. Additionally, PMI has implemented new training requirements to improve member benefits by controlling the quality and consistency of the training. These new requirements affect all REPs, chapters and current independent trainers. Learn the latest on critical topics, such as the new PMI PMP training materials, “Train-the-Trainer” workshops, and REP requirements. This workshop will inform chapters what they need to know to ensure their professional development programs continue to meet chapter and member needs.


    Friday, May 1 2:10 PM - 3:10 PM
    Breakout Session
    Breakout #3 - Best Practices for Nominating, Elections and Onboarding
    Presented/Led by Sarah Maxwell, Laura Davidson
    Description
    The nomination and election process for Chapters can be grueling. Members must be notified, a slate of potential officers must be created and vetted, and ballots must be sent to the membership. In addition, processes around election must be ethical and honest. Once new officers are elected, they must be onboarded. During this session, the pros will guide us through the process of how this works and show us how to get it done!


    Friday, May 1 3:10 PM - 3:45 PM
      Break – Networking and Sponsor Showcases!


    Friday, May 1 3:45 PM - 5:00 PM
    Title
    Connect and Collaborate: Focus on Non-Standard Tools and Best Practices
    Presented/Led by Sarah Maxwell, Aldo Calvi
    Description
    Leaders are empowered through connection, collaboration, and communication! Collaborative leadership helps create an inclusive environment that energizes volunteers, releases creativity, and cultivates a culture that is both productive and joyful. This session brings new ideas and contextual practices to the forefront for consideration. Come get energized in this engaging and interactive session!
       
    Friday, May 1 5:00 PM - 5:15 PM
    Title Day 1 Wrap Up
    Presented/Led by Sarah Maxwell, Aldo Calvi
    Description
    Day 1 wrap up followed by dinner and networking!
       
    Friday, May 1 6:00 PM - 9:00 PM
    Title Dinner & Networking Event
    Presented/Led by Hard Rock Casino & Hotel
    Description
    Come feast on delicious food and network with your peers!


    Saturday, May 2 7:30 AM - 8:30 PM
    Title Breakfast
    Presented/Led by Hard Rock Casino & Hotel
       
    Saturday, May 2 8:30 AM - 9:15 PM
    Title PMI Challenge
    Presented/Led by Sarah Maxwell
    Description
    Come participate in something fun and exciting!


    Saturday, May 2 9:20 AM - 10:20 AM
    Breakout Session
    Breakout #1 - Building and Maintaining Member Engagement: The Key to Chapter Success!
    Presented/Led by Kimberly Smolter, John Luker
    Description
    Keeping your chapter members engaged is key not only to chapter growth but personal growth as well. So, how do you go about building and maintaining engagement? This session will dive into tips from varying leadership angles, interspersed with roundtable discussions to capitalize on the combined leadership experience in the room.


    Saturday, May 2 9:20 AM - 10:20 AM
    Breakout Session
    Breakout #2 - Collaboration is Key to a Successful Board!
    Presented/Led by Nimisha Vyas, Kelley Sweeten
    Description
    This presentation will describe how to collaborate to develop, form, and recruit board members to achieve specific goals and objectives of professional development, professional networking and dinner events to provide value to the members. Come learn the secret sauce of collaboration to get it done!


    Saturday, May 2 9:20 AM - 10:20 AM
    Breakout Session
    Breakout #3 - Must-Knows for Membership Retention: How to Retain Members and Grow Your Chapter!
    Presented/Led by Danielle Torley, John Stone, Rosana Juestel
    Description
    Congratulations! You’ve recruited new members and have seen a rise in membership attendance and involvement. But have you considered your strategy for membership retention? Retaining first year members is a separate, often times lower cost effort than membership recruitment. Designed as a realistic and applicable “How-To” guide for those tasked with retaining members and chapter growth, this session will help you identify different approaches to retention including often overlooked soft skills and utilization of analytical approaches.


    Saturday, May 2 10:20 AM - 10:40 PM
      Break – Networking and Sponsor Showcases!


    Saturday, May 2 10:45 AM - 11:45 AM
    Title Connect & Collaborate
    Presented/Led by Sarah Maxwell, Aldo Calvi
    Description
    What did you learn? What will you bring back to share with your board/volunteers? ALL chapters: lightning round of what leaders learned and will share with their chapter. The last chapter to speak has to sing us a song!


    Saturday, May 2 11:45 AM - 12:00 PM
    Title Closing Session
    Presented/Led by Sarah Maxwell, Aldo Calvi Gustavo Rosales
    Description
    Conference wrap-up. Unfortunately, the fun must end!