We are excited to bring you these dynamic speakers who will share their valuable insights and latest thinking on project leadership.

Remember that you can attend this live, online “virtual” event from the comfort of your home, office, or anywhere in between.  Even better, all Telesummit presentations will be recorded. If you are unable to attend the live sessions as they happen, you can watch the recording when it is most convenient to you.

(Please note that speakers, times, and topics are subject to change without notice)

Rick A. Morris, PMP


R2 Consulting, LLC


Rick A. Morris, PMP, is an ITIL practitioner, consultant, author, mentor and creator of a non-profit foundation to promote project management in charities and other non-profits. Rick is an accomplished project manager and public speaker. His appetite for knowledge and passion for the profession makes him a sought after speaker at PMI chapters, various civic organizations and a frequent guest lecturer at local universities. He holds the Project Management Professional (PMP®) certification as well as the MPM (Masters of Project Management), Six Sigma Green Belt, MCITP, MCTS, MCSE, TQM, ATM-S, ITIL and ISO certifications. Rick has worked for organizations such as GE, Xerox and CA and has consulted to numerous clients in a wide variety of industries including financial services, entertainment, construction, non-profit, hospitality, pharmaceutical, retail and manufacturing.

Rick has two books (The Everything Project Management Book, 2nd Edition published by Adams Media and Project Management that Works! published by AMACOM) that were released in 2008. An active member of Project Management Institute and currently the president of the PMI Birmingham Chapter, Rick is no stranger to being center stage in front of large groups of people. At the early age of 11, Rick was a Walt Disney World Performer in their seasonal shows. In high school, he worked at MGM Studios on various projects including the New Mickey Mouse Club. Taking the experience of his youth and blending it with the knowledge he attained throughout his career, Rick has been able to inspire and mentor many project managers. His blend of real world experience and down to earth delivery style makes his passion for the profession contagious.

Dr. Steven Flannes

Principal of Flannes Associates


Steven Flannes, Ph.D., is the principal of Flannes & Associates (www.flannesandassociates.com), a consulting firm providing business solutions for the people issues in the world of projects. He works with individuals, teams, and organizations to provide leadership development services to improve work performance.

He has a specialty in providing leadership development and executive coaching services for mid and senior level technical leaders. Towards that goal, he is the co-author of Essential People Skills for Project Managers, a book that was published in 2005. This book has been translated into Russian and Japanese.

Steve regularly conducts workshops on the subject of interpersonal skills, and in recent years has presented these workshops to groups in the United States, Canada, Ukraine, Poland, and the United Kingdom. He takes pride in providing developmental services that are tangible and practical, and can be applied to the challenges in today’s workplace.

He has been a PMI SeminarsWorld and Global Congress presenter every year since 2003. He is frequently interviewed by project management publications such as PM Network. Interview topics have included how to handle project stress and maintain team performance levels, mentoring, and fostering a creative team culture.

Prior to forming Flannes & Associates, Steve held leadership and management positions in the consulting and behavioral healthcare industries.

Steve is a licensed psychologist and has taught at the graduate level of the University of Notre Dame and for the University of California, Berkeley, Extension Program. He is a frequent keynote speaker for professional organizations and regularly presents to a variety of organizations, including the Project Management Institute (PMI) and the SAS Users Group International Conference.

Dr. Margery Mayer

Global Operations Experts


Margery Mayer has a PhD in Leadership and Organization and focuses on global operations. She makes sure that communications are clear so that the organization can operate successfully. Her ability to listen to the needs and nuances across cultures allows her to engage others in common objectives. She has been working across cultures as a virtual leader with teams, partners and stakeholders to focus on what needs to be accomplished in order to complete assignments that deliver to expectations.She developed communications plans that reflect who, what, when, where, and why information is delivered in the right level of detail to the right people, at the right time. Her tagline has been, “Do it right or do it forever”.

Margery provides goal-oriented, pragmatic, and reliable oversight and execution.  Her strategic approach, professionalism and commitment to business issues are what makes Margery unique. Her experience comes from many years of working with global leaders to solve leadership, organizational and communications issues.

She currently teaches Business and Strategy, and Group Dynamics and Communication for USF and Kaplan Universities. She facilitates workshops in Strategic Planning for the American Management Association (AMA) across the US.

Her books are:

The Virtual Edge: Embracing Technology for Distributed Project Team Success (2010) 2nd edition  is currently available at  http://www.amazon.com/dp/1935589091?tag=useitcomusablein

What Motivates a Serial Entrepreneur in Silicon Valley; A Multiple Case Study of Serial Entrepreneurs in Silicon Valley (2008) UMI

The Virtual Edge: Embracing Technology for Distributed Project Team Success (1998) http://www.amazon.com/dp/1935589091?tag=useitcomusablein

Richard B. Sheridan

CEO of Menlo Innovations LLC


Richard Sheridan’s team at Menlo Innovations breaks all the rules and, in doing so, produces phenomenal results for its customers. No walls, offices, doors or cubes — one big open room, a la Edison’s original invention factory in Menlo Park, New Jersey. In this noisy, fun atmosphere Menlo has produced software for all walks of industry from health care, to scientific equipment, to high-fashion ecommerce, to diesel motor vehicle diagnostics, and many more. Sheridan and his team regularly are invited to present nationally and internationally sharing the secrets of the Menlo Software Factory™ with all who wish to learn how to build a Learning Organization that can keep pace with today’s advances in software and design. He has been working with Agile teams for more than a decade and has recently undertaken a new mission: returning joy to the world of software development.

Tres Roeder,

Roeder Consulting, Inc.

Founder & President


Tres Roeder helps clients change successfully. He is a rising leader in the project management profession and is frequently asked to speak on topics related to A Sixth Sense for Project Management®. He has deep industry, consulting and training experience. He has led major consulting engagements in areas such as corporate strategy, operations improvement, process improvement and implementation. Industry experience includes serving as Director of Business Process Improvement at American Greetings and prior positions at RR Donnelly and Toyota Motor Sales USA.

A former consultant with Booz Allen Hamilton, he founded Roeder Consulting in 2001. Mr. Roeder is a PMP and a member of the Northeast Ohio Chapter of the Project Management Institute. He has a BA in Economics from the University of Illinois and an MBA from the Kellogg Graduate School of Management, Northwestern University. Mr. Roeder teaches regularly at Baldwin Wallace College in Cleveland.

Mr. Roeder was awarded a coveted encore presentation for his seminar on this topic at the 2009 PMI Global Congress in Orlando and has just released his book “A Sixth Sense for Project Management.”

Todd C. Williams

President eCameron, Inc.,


For twenty-five years Presidents, Vice Presidents, and C-Level executives of manufacturing and service companies have asked Mr. Todd Williams to help them build leading-edge systems, improve organizational efficiency, and turn-around troubled projects.From this experience, he has developed methods to streamline organizations, recover red projects and help prevent recurring failures. In his first book, Rescue the Problem Project: A Complete Guide to Identifying, Preventing, and Recovering from Project Failure (due for publication by AMACOM in early 2011), he defines a project audit and recovery process that rescues failing projects while focusing on root cause correction and prevention.

His experience covers many domains inside manufacturing and service industries. Experience is drawn from working on internal and third-party projects, including integration of manufacturing systems, equipment integration, web-based collaboration tools, thick clients with automated internet update, and large-scale business systems integration.

His cultural experience includes the Pacific Rim, Middle East and North America, coordinating teams dispersed in as many as five countries, three continents and countless time zones.

Traci Duez

Break Free Consulting


Traci earned a bachelor’s degree in chemistry from Case Western Reserve University in Cleveland, OH. She then entered the master’s program in athletic coaching at The Ohio State University. She has coached basketball at the high school and collegiate levels.  She was also a project manager for 17 years and was the director of over 100 consultants for an IT consulting firm.

Today Traci applies her background in science and coaching to help Project Managers and executives measurably improve their thinking and leaderships skills using the breakthrough science of neuro-axiology. You’ll learn more about her and neuro-axiology during this presentation as well as how to immediately apply your new knowledge to your career and your life.

Jason Fair

CEO of Genesis Consulting


Jason Fair is one of the founding Partners to start a new company focused on delivering ERP solutions that help clients achieve their business objectives more efficiently and effectively.  Jason came to Genesis from BearingPoint, where he served as a Managing Director for the Public Services SAP practice – a position that required strategic vision, commitment to quality, and dedication to client success.  Jason’s responsibilities included leading BearingPoint’s SAP solutions in State and Local Government, Higher Education, Aerospace and Defense, Federal Civilian agencies, Intelligence Community, and Healthcare markets.

Jason has been leading the way in developing and delivering Lean and Agile SAP solutions to his customers.  He is working with industry leaders to challenge the traditional ERP waterfall delivery approach to incorporate Agile techniques to stimulate and increase productivity of project teams and accelerate the benefits realization in ERP initiatives.  He recently led the delivery of a Lean Agile SAP implementation to deliver SAP solutions to 25,000 users.  Leveraging Agile techniques the team delivered the project ahead of schedule and increased the SAP team’s performance by over 250%.

Jason is a Certified SAP Consultant, Certified Project Management Professional (PMP), Certified Scrum Master (CSM) and a Certified Public Accountant (CPA).  He is nationally recognized as a thought leader in the Agile community driving new concepts for a Lean Agile SAP implementation approach.  Jason is a regular speaker at SAP, ASUG, universities and various industry conferences.

Dana Brownlee

Professionalism Matters, Inc


In 2003 Dana Brownlee, PMP founded Professionalism Matters, Inc., a boutique professional development training and consulting firm providing interactive training workshops in the areas of project management, meeting facilitation, team building, workplace professionalism, organizational development, and communications skills.  In 2009 the company launched MeetingGenie.com an online resource for the latest tips, techniques, and meeting facilitation instructional videos (including “Are You Running a Meeting… or Drowning in Chaos?” and “5 Secrets to Virtually Cut Your Meeting Time in Half!”).  Dana has presented to many PMI audiences around the country including a presentation at the PMI Global Congress 2008 North America in Denver, the 2010 PMI EMEA Global Congress in Milan, Italy, the 2010 PMINA Global Congress in Washington, D.C. and the 2010 AP-CON in San Jose, Costa Rica.  An noted facilitator, she also presented at the 2010 International Association of Facilitators North America Conference in Chicago.

Dana’s client list includes the CDC, EPA, Emory Professional Learning Program, Georgia Power Company, Mississippi Power Company, Southface Energy Institute, Learning Tree International, and many others.  She has taught throughout the U.S. as well as in Canada and the U.K., and she has authored a course currently taught in five countries.  Dana holds a PMP as well as a Bachelor of Science from Spelman College, Bachelor of Industrial Engineering from Georgia Tech, and a Masters of Business Administration from Emory University.

Bernardo Tirado

The Project Box

http://www. theprojectbox.us

Bernardo is an industrial psychology practitioner and project management executive with extensive experience in building global shared services, transforming organizations through process improvement, and developing new business capabilities.

Bernardo started his career at American Express in 1996 integrating post Merger & Acquisition accounting firms into American Express’ Tax and Business Services.

To further develop his project management skills, Bernardo took a role as a Global Business Transformation Manager where he obtained his Six Sigma Blackbelt Certification and led teams to hunt for projects that would lead to expense reduction/bottom line savings.

In 2006, he was promoted to Director and relocated to the United Kingdom to lead a global team with the goal of transforming the Management Information Systems organization for American Express’ International Operations.  After a successful implementation, he was selected by the Executive Vice President of the International Operations organization to build a Project Management Office responsible for tracking and managing all reengineering projects across the globe.

He is now based New York City and currently is a Vice President at Morgan Stanley where he’s responsible for the delivery of products and services on their interactive space.

Bernardo is also the founder and President of The Project Box, LLC.  The Project Box is a website Bernardo created to share editorials that focus on providing an industrial psychology perspective on managing projects.

He was an adjunct professor at the Metropolitan College of NY teaching Industrial Psychology as well as been a guest lecturer at Columbia University.  He holds his Bachelors in Finance from Pace University and a Masters in Industrial Psychology from Columbia University.

Steve Martin, PMP, CSM

Roeder Consulting, Inc.



With over 18 years of professional experience, Steve Martin, PMP, CSM, has focused the last decade on project and program management excellence. As a consultant, Steve has specialized in leading complex business reengineering initiatives with a technology twist while also implementing project management processes.

Steve has worked in a wide range of industries such as Biotechnology, Medical Devices, Healthcare, Finance and Publishing. Steve is a Director with Roeder Consulting (www.roederconsulting.com), a strategy implementation consulting and interpersonal skills training firm.

An active member in PMI since 2005, Steve is the current President of PMI Mass Bay Chapter, and has served in roles such as Director of Member Education and President-Elect.

Steve holds a BS in Mechanical Engineering from Cal Poly San Luis Obispo, a MS in Automation Engineering from Cal State Northridge, and an MBA from Suffolk University in Boston, MA.

Geoff Crane

Papercut Project Monitoring


Geoff’s career has spanned the globe as a former VP of two global banks and a Fortune 500 consulting firm. Over his career he has spearheaded construction of some of the world’s most advanced trading floors, managed extremely complex dealing environments and integrated multiple complex systems to the delight of his many corporate clients.

Armed with 22 years of experience managing projects, programs and portfolios of all shapes, sizes and complexity, he currently offers his own views on project management through his private consulting practice. Geoff puts particular emphasis on the softer side of project management, and believes very strongly in project delivery through trust and understanding. You can read Geoff’s blog at http://edge.papercutpm.com.

Patricia Garofano, PMP, ITIL, CSM, MCTS

PLG Consulting, Inc

Patricia Garofano, PMP, ITIL, CSM, MCTS provides consulting and training services as the President of PLG Consulting.  Her current clients include IIL, the International Institute for Learning. She has over 20 years experience in project management including implementing PM best practices, CRM, Oracle Financial, call center, systems integration and  vendor transition solutions for corporations in various industries including retail, finance, telecommunication, travel, insurance and software.  Her vendor transition experience includes managing the transition of business functions from one vendor to another for major Fortune 500 companies. Her responsibilities included developing the RFP, vendor selection criteria and evaluation scores and negotiating various SOW terms and developing and managing the training and transition plan to ensure no negative impact to customer satisfaction.

She has extensive experience volunteering for PMI.  She served in several roles on the PMI South Florida Chapter board including VP of Marketing, President-Elect, President, and Past President.  She helped PMI Education SIG transition to the PMI Learning Education and Development Community of Practice in 2010 and currently is a member of the PMI Virtual Community Advisory Group.  She is a 2010 graduate of the PMI Leadership Institute Masters Class.

Peter Taylor


Peter is a dynamic and commercially astute professional who has achieved notable success in Project Management.

His background is in project management across three major business areas over the last 26 years, MRP/ERP systems with various software houses and culminating in his current role with Infor, Business Intelligence (BI) with Cognos, and product lifecycle management (PLM) with Siemens. He has spent the last 7 years leading PMOs and developing project managers and is now focusing on project based services development with Infor.

He is also an accomplished communicator and leader and is a professional speaker as well as the author of ‘The Lazy Project Manager’ Infinite Ideas) and ‘Leading Successful PMOs’ (Gower).

More information can be found at www.thelazyprojectmanager.com – and through his free podcasts in iTunes.

Dr. Ginger Levin, PMP, PgMP, OPM3 Certified Assessor and Consultant.

Dr. Ginger Levin is a Senior Consultant and Educator in project management.  She is certified as a PMP, PgMP, and as an OPM3 Assessor and Consultant.  She was the second person in the world to receive the PgMP.

In addition, Dr. Levin is an Adjunct Professor for the University of Wisconsin-Platteville in its M.S. in Project Management Program and for SKEMA, France, in its project management program at the masters and doctoral level.  Also, she is a Visiting Professor for RMIT in Melbourne, Australia.

She has worked in the fields of project, program, and portfolio management for over 40 years.  In consulting, for almost 30 years, she specializes  in portfolio management, maturity assessments, the PMO, metrics, mentoring and coaching, and methodology development for government agencies and Fortune 500 companies including Cargill, John Deere, Genentech, EADS, SAP, Medtronic, UPS, General Electric, and TRW, to list a few.  Earlier, she held positions of increasing responsibility with the U.S. Government, including the Federal Aviation Administration, Office of Personnel Management, and the General Accounting Office.

Dr. Levin is the author or co-author of 12 books; her most recent books are “Interpersonal Skills for Portfolio, Program and Project Managers” and “Program Management Complexity: A Competency Model”.  She is a frequent presenter and keynote speaker at project management conferences worldwide.

She received her masters and doctoral degrees from The George Washington University’s School of Government and Business Administration, where she also received the Outstanding Dissertation Award for her research on large organizations and ethics.

Brian Munroe

MTI Learning Inc


MTI Learning’s founder and CEO, Brian Munroe, is a seasoned leader with extensive project management experience. Additionally, Brian is an international speaker and trainer on project rescue. He is a dynamic, engaging speaker, passionate about recovering troubled projects. He is currently the President and Chairman of the Board of PMI’s Troubled Project Specific Interest Group. Brian has led many projects in a wide variety of sectors and regularly conducts Project Rescue consultancy services for his clients. He has had the opportunity to present on topics related to project rescue for PMI chapters, private corporations and government agencies throughout the world. His presentations have included seminars, private workshops, chapter meetings and keynote addresses. All presentations focus on practical instruction and discussions of real life experiences. Brian is very enthusiastic about sharing his experiences with audiences around the globe and has received rave reviews at all of his speaking engagements.