Agenda / Schedule

Learn. Collaborate. Innovate.

The Resource Management Global Symposium was comprised of keynote topics, panel sessions, breakouts and networking opportunities for all those interested in the RM and WFM disciplines. Attendess Learned both fundamentals and advanced practices in Resource and Workforce Management, collaborated with industry peers, RM/WFM process experts and service automation technology providers, and innovated with the very latest in RM/WFM research, best practices and technology. Symposium content is relevant to any project-based service delivery organization and specifically targeted participants with external customers (e.g. Professional/Consulting Services, Marketing and Creative Agencies, and Accounting, Audit, Tax and Advisory firms) and internal customers (Enterprise/IT and Product Development).

April 27, 2022 (CDT)

April 28, 2022 — Day 1 (CDT)

DESCRIPTION: With growing acceptance of the need for good resource and workforce management discipline, building sustainable capabilities to take the enterprise into the future takes center stage. While any business process is inevitably bound for change as our business dynamics change, there are key considerations for your resource management processes, which if properly designed, will enable less disruptive continuous improvement. Join this highly informative session and learn the Five Steps to Future Proofing Resource Management.
SPEAKER: Randy Mysliviec, Managing Director, RMI

DESCRIPTION: A panel of experts from RMI member companies will discuss how they are addressing each of the five steps to future proofing resource management. Join this highly informative session to hear executives from RMI member companies.
MODERATOR: Randy Mysliviec, Managing Director, RMI
PANELISTS: David Binnings, Sr. Director, PS Operations and Resource Management, Ellucian; Ryann Edwards, Director RMO, GreenPages Technology Solutions; Mike Lane, IT Director Resource Management, The Cincinnati Insurance Company; Christine Robinson, Director Resource Management, Baker Tilly

DESCRIPTION: In this special session, focused on services teams serving external clients, we will review and discuss trends affecting resource and workforce management supported by the very latest in RMI research.
SPEAKERS: Marc Lacroix, RMI & Gary Ward, Director, Global Resource Staffing, Guidewire Software

DESCRIPTION: In this special session, focused on services teams serving internal clients, we will review and discuss trends affecting resource and workforce management supported by the very latest in RMI research. Participants will have the opportunity to network and work collaboratively in groups to explore best practices and ways to future-proof resource management.
SPEAKERS: Ryan Childers, RMI & Orlando Quesada, Lead Technical Program Manager, UKG

DESCRIPTION: In this session we will discuss how Guidewire is mobilizing the RM Maturity Model to help determine the best path for moving the RMO Team toward a Level 5. We will discuss the importance of how we determined where Guidewire initially landed on the Maturity Model in order to effectively plan how to progress towards an even more strategic role for their RMO. We share pointers on how we thought about, and continue to use the Maturity Model today, as a way to continue in the chosen strategic direction for the RMO.
SPEAKERS: Gary Ward, Director, Global Resource Staffing, Guidewire Software & Debra Olson, Principal Consultant, RTM Consulting

DESCRIPTION: Implementing Resource Management in a Digital Agency is not easy, and struggles can arise frequently in a project affecting timelines, skills and quality in deliverables. This session will explain how an RMO and its processes were implemented in a digital agency successfully.
SPEAKER: Claudia Moreno, RMO Manager, SweetRush

DESCRIPTION: This session is a case study of Henny Penny putting tools into action only after defining good processes and will talk through examples of enterprise processes automated using Resource Management tools. The real life application is an enterprise process set for both Enterprise IT and Engineering Product Development. Processes include demand planning with project templates, resource staffing requests and the use of a skills database to match resources to demand.
SPEAKERS: Bob Blackburn, Director of PMO, Henny Penny & Kory Frederick, Senior Project Manager, Henny Penny

DESCRIPTION: Becoming the resource manager of the future requires trusted tools that optimize your resource pool to take advantage of networks. Having this data governance allows resource managers to see the full picture, leverage subcontractors efficiently, and field the best team every time. Join us during this interactive breakout session for a discussion on how the latest trends are shaping the resource manager of the future today.
SPEAKER: Jackie Lynch, Senior Manager, Solutions Engineering, Mavenlink Kimble

DESCRIPTION: As Agile methodologies gain momentum for more and more development projects, IT teams are finding the more iterative and less predictable nature of these projects brings new complexities to the task of resource management. In this session, participants will explore how to better define what the actual challenges are for resource management in an Agile world, and what best practices are emerging to address these challenges.
SPEAKERS: Michael Lane, IT Director Resource Management, The Cincinnati Insurance Company & Nick Cochran, RMI

DESCRIPTION: Public Accounting firms and other professional services organizations continue to wrestle with two of the biggest hurdles to growth, outstanding client service and organization performance/profitability – the war for talent and turnover. Breaking from our historical models requires thinking creatively about a variable staffing model and reimagining the future of our workforce. Join us for a discussion on where firms go from here and how to consider these strategic opportunities.
SPEAKER: Christine Thomas, Executive Vice President of Talent Alignment, Dixon Hughes Goodman

DESCRIPTION: How we inspect what we expect is important with every business process and resource management is no exception. Please join us for a panel discussion with resource management leaders about their experiences and approaches to governance and metrics.
MODERATOR: Marc Lacroix, RMI
PANELISTS: David Binnings, Sr. Director, PS Operations and Resource Management, Ellucian; Clare Espina, Director, Professional Services Operations, Tenable; Jennifer Huntington, SVP, Global Operations Transformation, Genpact; Damen Proffitt, Assistant Vice President – IT Resource Management, The Cincinnati Insurance Company

DESCRIPTION: The 3rd wave in resource management is an AI/ML-driven approach to future-proof professional services resource management in the new era of hybrid digital workplaces comprising global virtual workforce, and adoption of vendor-managed resourcing.
SPEAKER: Rajiv Borrison, Global Director, Solution Engineering, Replicon

DESCRIPTION: Resource Managers have had to continuously adapt our strategies throughout the Covid pandemic based on travel restrictions, organizational mandates, and requirements regarding protection (PPE, vaccines, etc.). Assessing, absorbing, and/or mitigating risk related to the current environment oftentimes falls within the realm of the Resource Manager. Having experienced many of these situations at GreenPages, this session will dive into hybrid resource plans that can be very effective with the proper planning.
SPEAKER: Ryann Edwards, Director RMO, GreenPages Technology Solutions

DESCRIPTION: Highly skilled resource managers are an essential ingredient to effective resource management. But with the demand for resource managers and turnover at an all-time high, formal skills development and career planning is crucial. Both play a role in not only increasing performance, but also driving higher employee engagement and retention. In this highly informative session, participants will learn essential skills every resource manager needs and how to develop them.
SPEAKER: Ryan Childers, RMI

DESCRIPTION: A de-stabilized labor market and the great resignation has made employee engagement more important than ever. Please join us for a panel discussion with resource management leaders about their experiences and approaches to employee engagement.
MODERATOR: Randy Mysliviec, Managing Director, RMI
PANELISTS: Christine Clardy, Director, Resource Management – Americas PS, VMware, Michael Lane, IT Director Resource Management, The Cincinnati Insurance Company; Christine Robinson, Director Resource Management, Baker Tilly; Jodi Ward, Manager, Resource Management Office, Esri Professional Services

DESCRIPTION: There is no one-size-fits-all technology for resource management. This session will discuss key considerations to help you maximize your investments in resource management technology.
SPEAKER: Wade Little, Partner and Practice Leader, Technology, RTM Consulting

DESCRIPTION: Labor shortages and other work disruptions have put a spotlight on our ability to recruit and onboard personnel. Please join us for a panel discussion with resource management leaders about their experiences and approaches to recruiting and onboarding.
MODERATOR: Nick Cochran, RMI
PANELISTS: Claudia Moreno, RMO Manager, SweetRush; Brian Welch, IT Resource Manager, The Cincinnati Insurance Company; Christine Thomas, Executive Vice President of Talent Alignment, Dixon Hughes Goodman; Susan Thomas, Director, Global Resource and Workforce Management, Palo Alto Networks

DESCRIPTION: Demand for resource managers is rising, which means the competition to attract and retain the best talent has also accelerated. Having the right tools to support and enable skilled and forward-thinking resource managers is therefore essential, as is your business’s need to embrace modern resource management practices. Learn how automation can empower people and businesses alike as we share interesting examples from the past and practical steps to help you embrace automation and efficiencies.
SPEAKER: Richard Cassidy, CCO, Dayshape

April 29, 2022 — Day 2 (CDT)

MODERATOR: Marc Lacroix, RMI
PANELISTS: Diana Acuna, Senior Manager, Advisory Services, Mavenlink Kimble; Jackie Lynch, Senior Manager, Solutions Engineering, Mavenlink Kimble; Mat Singer, VP of Sales and Operations, Upland Software; Tim Tucker, Senior Solutions Consultant, KeyedIn

DESCRIPTION: Our charge is to place the right resource in the right role at the right time; what about RM’s? Let’s dive into identifying and gauging what triggers the time for an addition to the team. Other considerations revolve around when is the right time to post the position and have that person onboarded and ready. Lastly, we will look at the Resource Management Job Architecture and the importance of levels and achievement.
SPEAKER: Julie Grove, Director Resource Management, Acorio

DESCRIPTION: Wondering how to design a resource management platform that gets attention from key stakeholders? Learn strategies to: Articulate the RM value proposition to secure buy-in from leadership; Design an RM structure that fits your business model and delivers results; Move from tactical to strategic while keeping team members engaged and inspired. You will leave this session with techniques to ensure senior leadership views the RMO as critical to the success of your organization.
SPEAKER: Christine Robinson, Director Resource Management, Baker Tilly

DESCRIPTION: What comes first? Do you allocate resources, then schedule them? Or do schedules build up your allocations? What is a “perfect” schedule anyways? And can project managers be expected to keep them? What about agile projects? This session discusses tools and best practices to help the resource manager embrace “directionally right” and add strategic value to your company as quickly as possible.
SPEAKER: Bob Blackburn, Director of PMO, Henny Penny & Kory Frederick, Senior Project Manager, Henny Penny

DESCRIPTION: This session will review how portfolio management (LPM) and RTEs can easily and effectively coordinate enterprise value delivery across ART Teams, shared services, projects, operational work, roles, and people. Innovative planning automation can remove delivery impediments prior to PI planning, while optimizing value delivery and minimizing guardrail risks across all work.
SPEAKER: Lloyd Norman, Vice President of Strategic Solutions, ProSymmetry

DESCRIPTION: Unifying resource management optimizes the use of the most valuable resources, reducing misalignment. Validate the impact of effectively and efficiently allocating resources globally by singularly focusing on capability. Provide strategies to minimize challenges of various geographies and time zones, disparate scheduling approaches and tools.
SPEAKER: Christine Clardy, Director, Resource Management – Americas PS, VMware

DESCRIPTION: Talent supply chain is a network of functions that operate at an enterprise level focused on staffing the right people at the right time at the right cost while creating delightful experiences for people. Resource management or demand-supply control tower is a core part of making the supply chain effective for any organization. This interaction will focus on sharing 5 insights and stories of transforming the talent supply chain for a $3.7B professional services organization by leveraging the power of design, digital, data, and people. This transformation unlocked over $50M business impact in accelerating revenue, avoiding costs, and improving employee retention and experience.
SPEAKER: Jennifer Huntington, SVP, Global Operations Transformation, Genpact

DESCRIPTION: Most project-based services teams utilize third parties. How those third parties are integrated into your resource management processes is critical to project performance and the economics of your services business. Please join us for a panel discussion with resource management leaders about their experiences and approaches to incorporating and managing third parties in a resource management process.
MODERATOR: Ryan Childers, RMI
PANELISTS: MariaElena Dipilla, Resource Manager, Amazon Web Services; Claudia Moreno, RMO Manager, SweetRush; Damen Proffitt, Assistant Vice President – IT Resource Management, The Cincinnati Insurance Company; Christine Thomas, Executive Vice President of Talent Alignment, Dixon Hughes Goodman

DESCRIPTION: Turning resource management data into actionable insights is a top challenge in the industry. Having purpose-built technology not only will give you an unmatched advantage, but also fast-track you along every step of your path to maturity. Join us for this session for a peer discussion on resource management data pain points and how to overcome them.
SPEAKER: Diana Acuna, Director Advisory Services, Mavenlink Kimble