RMI Connect 2025 Agenda

Advancing the Journey to Resource Management Excellence

RMI Connect is comprised of keynote sessions, RMI member case studies, panel discussions, and topical breakouts, and virtual connection opportunities for those interested in the resource and workforce management. Held across two dynamic mini-events on Tuesday, September 23rd and Thursday, September 25th, RMI Connect 2025 will explore how organizations at all maturity levels can level up their capabilities.  Whether you’re looking to improve project performance, boost utilization, align capacity with demand, or strengthen business agility—advancing your resource management maturity is the key to unlocking these outcomes.  This year’s RMI Connect will provide actionable insights and guidance from process and technology experts to help you Advance your Journey to Resource Management Excellence.

Participants will hear from leaders across a wide range of project-based service delivery organizations, including those serving external customers (e.g. Professional/Consulting Services, Marketing and Creative Agencies, Accounting, Audit, Tax and Advisory Firms, and Law Firms) and those serving internal customers (Enterprise/IT, Product Development, and Engineering)—all sharing how they’re using process, technology, and strategic focus to elevate resource and workforce management.  The event will also feature leading PSA, PPM, and RPM technology providers sharing their perspective on how to enable more effective resource, workforce, and project management—critical enablers as teams move from foundational practices to high-impact results.

Tuesday, September 23, 2025

DESCRIPTION: Achieving resource management excellence is a journey—one that requires navigating organizational change, aligning strategy, and maturing key capabilities over time. This opening session explores how organizations can realize measurable value as their resource management function evolves, offering insights into common roadblocks, key enablers of success, and practical steps to advance maturity. Whether you’re laying the foundation or enhancing an established function, you’ll gain actionable guidance to accelerate progress and drive greater impact.

SPEAKER: Ryan Childers, Managing Director, Resource Management Institute

DESCRIPTION: Join us for inspiring case study sessions where RMI members will share their journey to advancing the maturity of their resource management capability.  Each session will explore where their journey began, the obstacles they faced, the pivotal strategies they employed, and how they overcame challenges. Hear firsthand success stories, key lessons learned, and practical insights you can apply to your own organization’s maturity journey. Whether you’re just starting or looking to accelerate your progress, these sessions will offer real-world advice to help you move forward with confidence.

RM MATURITY CASE STUDY DocuSign: David Binnings, Sr. Director, GTM Services Strategy and Operations; Katy Mabbitt, Director, Strategy Ops Account Management; and Eric Mannweiler, Senior Resource Manager

RM MATURITY CASE STUDY CohnReznick: Jody Townsend, Senior Manager/Service Line Leader, Advisory Resource Management

RM MATURITY CASE STUDY – Shell: Guy Marsh, Global Head of Resource Management

DESCRIPTION: This block features moderated panel sessions tailored specifically to your organization’s resource management maturity level. Each session is designed to deliver actionable insights, real-world experiences, and practical strategies that can help you accelerate your journey to higher levels of performance and value creation.

Getting Started (Level 1-2): Building Your Foundation
Designed for organizations in the early stages of resource management, this panel will explore the essentials of establishing core processes, gaining organizational buy-in, and overcoming initial hurdles. Panelists will share strategies for getting started, using early wins to demonstrate value, and tips for avoiding common pitfalls — all aimed at helping you build a strong, sustainable foundation.

Evolving (Level 3): Strengthening and Expanding
For organizations that have implemented an RM foundation and are ready to refine and expand, this session will focus on optimizing processes, enhancing data quality, and expanding stakeholder engagement. Discussions will include how to become more proactive, formalize governance practices, and leverage automation tools to evolve into a higher-performing RM function.

Mature (Level 4-5): Maximizing Strategic Value – A Leader’s Roundtable Discussion
This special roundtable discussion is for RM leaders in organizations operating at an advanced level of RM maturity, and will focus on continuous improvement, strategic integration, and innovation. Moderated discussion will focus on how to elevate resource management as a strategic enabler, leverage analytics for business impact, and foster a culture of agility and excellence.

Thursday, September 25, 2025

DESCRIPTION: As organizations strive for resource management excellence, the role of automation continues to evolve from operational support to strategic enabler. In this special panel session, leaders from top technology companies will explore how emerging innovations are advancing the resource management landscape. Join us for a forward-looking discussion on where the RM automation is headed, what capabilities are gaining traction, and how technology providers are empowering RMOs to drive greater business value.

MODERATOR: Greg Hensley, Director, Resource Management Institute

PANELISTS: To be announced soon

DESCRIPTION: Join us for a dynamic hour of breakout sessions led by leading technology providers. Each session dives into key industry topics, offering practical insights, innovative solutions, and real-world success stories. Choose the sessions that matter most to you and engage directly with experts to explore the tools and strategies shaping the future.

Beeye Breakout: Nicole DiMuro, Resource Manager RMCP, AAFCPAs and Jennie Moore, Head of Customer Advocacy, Beeye

Kytes Breakout: Speaker TBD

Kantata Breakout: Speaker TBD

DESCRIPTION: In the spirit of bringing RMI Connect to life, join us for an interactive virtual roundtable experience designed to spark meaningful conversations and actionable ideas. In this facilitated session, you’ll have the opportunity to connect with peers who share your interests and challenges around a specific resource management topic. Whether you’re navigating capacity planning, optimizing resource forecasting, enhancing governance, or driving greater organizational alignment, you’ll have the opportunity to engage in dynamic discussions focused on practical strategies and real-world solutions. Come ready to share your experiences, learn from others, and leave with fresh perspectives you can apply immediately.