Learn. Collaborate. Innovate.
The Resource Management Global Symposium is comprised of keynote sessions, panel discussions, breakouts and case studies, and networking opportunities for all those interested in the RM and WFM disciplines. Attendees will learn both fundamentals and advanced practices in Resource and Workforce Management, have many opportunities to collaborate with industry peers, RM/WFM process experts, and service automation technology providers, and innovate with the very latest in RM/WFM research, leading practices, and digital transformation strategies. 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, Accounting, Audit, Tax and Advisory firms, and Law firms) and internal customers (Enterprise/IT, Product Development, and Engineering).
Monday, April 7, 2025
DESCRIPTION: Welcome to RMGS 2025! Visit the Registration Desk to check in and collect your conference badge. The RMI staff will be there to provide you with all the details about the event, including schedules, session locations, and any other questions you may have.
LOCATION: JW Marriott 1st Floor Conference Center
DESCRIPTION: New to RMGS this year is our “Welcome Regi-ception!” After collecting your conference badge from the Registration Desk, join us for a fantastic opportunity to socialize and network with your fellow attendees, the RMI team, and technology providers over beverages before hitting the town for dinner.
LOCATION: JW Marriott 1st Floor Conference Center
Tuesday, April 8, 2025
DESCRIPTION: Fuel up for an exciting first day at RMGS with our Welcome Breakfast. Enjoy a delicious breakfast while meeting and connecting with your fellow RMGS attendees.
LOCATION: Tech Expo
DESCRIPTION: Join us for the exciting kick off of RMGS 2025
LOCATION: White River Ballroom
DESCRIPTION: In today’s rapidly evolving business landscape, resource management has emerged as a crucial factor for sustaining competitive advantage and driving organizational resilience. This opening keynote will explore the the transformative potential of resource management, inspiring leaders and teams to amplify and elevate its impact across their organizations. Through innovative strategies and actionable insights, this session will equip attendees to communicate the true value of resource management, empowering them to build support and drive sustainable success across teams and projects.
SPEAKER: Ryan Childers, Managing Director, RMI
LOCATION: White River Ballroom
DESCRIPTION: Resource management professionals innately understand the significant value RM brings to their organizations yet sustaining organizational and leadership support can be challenging when its benefits may not immediately be visible. In this interactive panel discussion, industry experts will share strategies for how to showcase the strategic value and importance to RM to secure executive buy-in and pave the way for its growth and expansion in your organization.
MODERATOR: Greg Hensley, Director, Resource Management Institute
PANELISTS: David Binnings, Sr. Director, GTM Services Strategy and Operations, DocuSign | Beth Hunter, Resource Experience Management (REM) Leader, Rehmann | Jill Lehman, Founder & Client CHRO, Evolve HR
LOCATION: White River Ballroom
DESCRIPTION: The rapidly evolving landscape of RM technology can be overwhelming. Join the RMI for this insightful session aimed at exploring key considerations when evaluating the latest RM tools and solutions for your organization. The RMI team will arm you with insight to help you navigate the technology landscape and offer guidance to maximize your time in the RMGS Tech Expo.
SPEAKERS: Wade Little, Practice Leader and Jared West, Sr. Consultant, RTM Consulting
LOCATION: Room D
DESCRIPTION: Resource managers play a pivotal role in ensuring the success of reporting, prioritizing responsibilities, defining metrics, developing staffing plans, and streamlining procedures. Gaining leadership buy-in is essential to drive these efforts effectively. In this interactive session, participants will engage in dynamic human-centered design exercises to uncover stakeholder needs, prioritize initiatives, and demonstrate the value of resource management in achieving organizational goals.
SPEAKERS: Shannon McCarthy, Manager, Strategic Demand & Resource Management, LMI and Desiree Peyman, Resource Manager, LMI
LOCATION: Room 102
DESCRIPTION: With success in resource management, comes the opportunity to provide greater impact and value to the organization. Join industry experts as they share insights on expanding the success of their RM capability, overcoming roadblocks, and gaining buy-in from cross-functional teams. Buckle up for a high-speed conversation on transforming RM into a core organizational advantage!
MODERATOR: Debra Olson, Senior Principal Consultant, RTM Consulting
PANELISTS: Martha Arias-Webster, Sr. Director, Resource Management, JFF | Katy Mabbitt, Director, Strategy Ops Account Management, DocuSign | Jodi Ward, Manager, Resource Management Office, Esri Professional Services
LOCATION: Room B
DESCRIPTION: What’s the secret sauce for being the most successful RM leader you can be? The truth is, there is no silver bullet – but there is a formula – and in this session we’ll break down what it takes to get noticed by the C-Suite and make yourself – and your team – indispensable. We’ll cover how to speak in the language of leadership (hint: $$$), how to optimize your operations – and of course the resources you manage – and how to supercharge your personal brand.
If you want to know how to amplify the value of resource management and move from a behind-the-scenes problem solver to a recognized and valued leader in your firm, this is a session you can’t afford to miss.
SPEAKERS: Richard Cassidy, Chief Commercial Officer, Dayshape and Christine Robinson, Strategic Advisor, Dayshape
LOCATION: Room 104
DESCRIPTION: Refuel with delicious food and beverages at our Networking Lunch. Use this time to socialize and network with fellow attendees, speakers, and RMI team members. After lunch, head to the Tech Expo to check out the latest in RM automation from technology providers.
LOCATION: Tech Expo
DESCRIPTION: Effective planning and stakeholder collaboration are vital for deploying, utilizing, and managing capabilities and skills within Professional and Consulting Services. This session will explore the importance of harvesting resource skills, strategies for best practices, and preparing an organization for this initiative. Resource Management drives fostering a culture of continuous improvement, streamlining operations for efficiency, and goal achievement. Join in the competencies conversation to explore equipping the RMO to lead transformative change and ensure successful adoption and implementation.
SPEAKER: Julie Grove, Sr. Manager, Resource Management, Anthology
LOCATION: Room D
DESCRIPTION: Join Vidya Srinivasan as she explores how her team is addressing a critical challenge: accurately forecasting headcount demand to ensure optimal resource allocation and maximize consultant utilization. Vidya will explore challenges faced, options explored, and identification of phases to break down the problem and start with small wins.
SPEAKER: Vidya Srinivasan, Director of Technical Services RMO & Operations, Palo Alto Networks
LOCATION: Room 102
DESCRIPTION: According to RMI research, many organizations continue to struggle to effectively characterize their resource supply. In addition to process deficiencies, the technology supporting skills tracking and management, while improving, needs to provide more flexibility, actionable data, and reduce dependencies on spreadsheets and other separate tools. Join us for an interactive panel discussion where industry experts will their share their insight to help you fine-tune your skills management approach.
MODERATOR: Nick Cochran, Director, Resource Management Institute
PANELISTS: Adriana Levergood, Manager, Resource Management, Cask | Jody Townsend, Senior Resource Manager, CohnReznick | Gary Ward, Director, Global Resource Staffing, Guidewire Software
LOCATION: Room B
DESCRIPTION: What if all your resource management processes were based on a single customer record, keeping Sales, Professional Services, Support, and Customer Success aligned toward desired customer outcomes?
For services organizations, unifying professional services and customer success teams at the resource management level is essential to maximizing revenue, customer and employee satisfaction, and minimizing churn. Yet many services organizations are hindered by disparate resource management solutions along the entire customer journey, creating organizational barriers, data silos and requiring costly, complex integrations, slowing down and increasing the complexity of all staffing activities.
Join Victoria Cullinane, Resource Manager, Certinia Professional Services, and Diane Childs, Certinia Senior Solutions Engineer to learn how Victoria delivers best-in-class resource management for a $1B software company, all based on a single customer record. Victoria will show you how Certina staffs its entire global professional services organization with a single person while Diane will showcase what innovations, including AI-assisted staffing and skills recommendations, you and Victoria will have available shortly. Victoria and Diane will discuss how their entire organization has obtained enhanced visibility, collaboration, and data-driven guidance around resource management as part of a seamless, integrated customer journey from opportunity to renewal. We’ll leave time for your questions as well!
SPEAKERS: Victoria Cullinane, Resource Manager, Certinia and Diane Childs, Senior Solutions Engineer, Certinia
LOCATION: Room 104
DESCRIPTION: Back by popular demand is the RMGS Collaboration Power Hour! Recharge mid-afternoon in the Tech Expo with an interactive session full of opportunities to learn, collaborate, and network with your fellow attendees, technology providers, and the RMI team!
When you arrive at the Tech Expo, you’ll have the opportunity to choose one of the following:
1) Join a facilitated table topic discussion to network and learn from fellow attendees while exchanging ideas, solutions, and success stories.
2) Engage with technology providers to learn more about the latest products to help you get better at what you do.
3) Network with your fellow attendees and the RMI team.
LOCATION: Tech Expo
DESCRIPTION: While most organizations train their RMs on processes and tools, the real challenge lies in mastering the consultative soft skills essential for success. Do RMs know how to effectively communicate with stakeholders, set and manage expectations, push back on unproductive behaviors, and handle complaints with confidence? In this special session, the RMI will share its expertise in developing these critical skills for resource managers. Join us to learn practical strategies for building stronger relationships, communicating more effectively, and driving better results.
SPEAKER: Nick Cochran, Director, Resource Management Institute
LOCATION: Room D
DESCRIPTION: Learn the skills and planning related to resource management to take your role to the next level. In this session we will discuss imperative skills we need to be successful in our roles, how we can develop these skills and putting them into place. At the end of this session, you will walk with new ideas to help you Amplify the VALUE of Resource Management when you get back to the office.
SPEAKER: Heather Boss, Resource Manager, Tax, RSM
LOCATION: Room 102
DESCRIPTION: A challenge many organizations must factor into their staffing equation is microscheduling. Integrating short, choppy work into larger, longer-term assignments requires striking a balance between having the right data, process, technology, and time tracking practices in place. In this panel discussion, industry experts will explore strategies and offer their insight into addressing this staffing challenge.
MODERATOR: Wade Little, Technology Practice Leader, RTM Consulting
PANELISTS: Isidora Frantzi, Resource Management Field Lead, Tenable | Malinda Rose, IT Resource Manager, The Cincinnati Insurance Companies | Christine Thomas, Managing Director, Talent Alignment, Forvis Mazars
LOCATION: Room B
DESCRIPTION: Capacity forecasting can feel like a constant juggling act—too much work and your team burns out, too little and you’re leaving revenue on the table. In this session, we’ll explore five key challenges resource managers face, from unpredictable demand and incomplete data to getting everyone aligned. More importantly, we’ll share practical tips to tackle these challenges so you can plan ahead and keep your teams on track.
SPEAKERS: Nicole Tiefensee, Chief Operating Officer, Runn
LOCATION: Room 104
DESCRIPTION: Effective resource management starts with robust processes that enable you to consistently and predictably get the right person in the right place at the right time. Led by the RMI and backed by the latest insights from our leading practices, research, and emerging trends, this special session will focus on the process side of resource management, offering practical strategies to optimize workflows and achieve better results.
SPEAKERS: Debra Olson, Sr. Principal Consultant, RTM Consulting
LOCATION: Room D
DESCRIPTION: What’s next for Resource Management? This session will explore how Resource Management principles traditionally applied in Professional Services are being used in Customer Success at Docusign, and how they can be applied across other functions to drive efficiency and results. We will uncover how to apply the core principles of resource allocation, optimization, and alignment to drive business outcomes and revolutionize This session will include interactive discussions and practical exercises to help attendees identify and implement new applications for resource management principles in their organizations.
SPEAKER: Katy Mabbitt, Director, Strategy Ops Account Management, DocuSign and Eric Mannweiler, Senior Resource Manager, DocuSign
LOCATION: Room 102
DESCRIPTION: Resource management is a dynamic profession full of diverse roles and paths to a successful career. In this interactive panel discussion, industry leaders will tell their story – How did they get into resource management? What steps have they taken that has led to success? Why have they chosen to make resource management a career? Any much, much more. Join us for a fascinating discussion on the profession of resource management.
MODERATOR: Greg Hensley, Director, Resource Management Institute
PANELISTS: Sean Doyle, Manager, RMO, Hyland Software | Mckenzie Houston, Capacity & Capability Manager, AECOM | Adriana Levergood, Manager, Resource Management, Cask
LOCATION: Room B
DESCRIPTION: Adoption and change management strategies are a must to ensure the successful implementation of resource management tools. Join Adam James, Managing Director – Service Industries, Cognitus, and Stacey Ball RMCP, Enablement Lead with ProFinda, as they discuss the recent ProFinda deployment at Cognitus and the adoption strategies paving the path to success.
SPEAKERS: Stacey Ball, ProFinda and Adam James, Managing Director, Service Industries, Cognitus
LOCATION: Room 104
DESCRIPTION: Socialize with your fellow RMGS attendees over light hors d’oevres and cocktails in the Tech Expo before hitting the town for dinner. While you are there, browse the industry’s latest innovations in RM automation from technology providers.
LOCATION: Tech Expo
Wednesday, April 9, 2025
DESCRIPTION: Time to fuel up for another exciting day at RMGS with our Power Up Breakfast. Enjoy a delicious full breakfast to help recharge for RMGS Day Two! Use this time to network and collaborate with fellow attendees and speakers.
LOCATION: Tech Expo
DESCRIPTION: Resource management, at any scale, requires good technology. Software providers continue to invest in improving the essentials of resource management functionality with an eye to providing more strategic capabilities to help RMOs make a difference for their organizations. Our panelists will share their views on trends in the marketplace and potential innovations that impact and benefit resource management.
MODERATOR: Wade Little, Technology Practice Leader, RTM Consulting
PANELISTS: Stacey Ball, Enablement Lead, ProFinda | Diane Child, Senior Solution Engineer, Certinia | Sandeep Kumar, Founder and CEO, Kytes | Christine Robinson, Strategic Advisor, DayShape
LOCATION: White River Ballroom
DESCRIPTION: In today’s competitive professional services landscape, effective resource management transcends traditional scheduling. This session will explore how a strategic Resource Experience Management (REM) approach enhances organizational performance by aligning talent with business objectives, fostering employee engagement, and maximizing resource utilization.
SPEAKER: Beth Hunter, Resource Experience Management Leader, Rehmann
LOCATION: Room D
DESCRIPTION: What keeps RMO Leaders up at night? How can you as a Resource Manager help solve larger RMO problems and demonstrate your day-to-day value to stand out to your RMO Leader and others? This session focuses internally on the individual contributors in an RMO and discusses how you can exceed Manager expectations to achieve personal growth as well as enhance the RMO’s value in a cross-matrix environment.
SPEAKER: David Cochran, Global RMO Lead, Nutanix
LOCATION: Room 102
DESCRIPTION: Forecasting and capacity planning continues to be the primary inhibitor to achieving efficient and effective resource management. A robust forecasting capability requires tight alignment with those who generate demand, having timely and accurate data, and strong governance processes. This panel discussion will offer expert insights designed to enhance your organization’s resource forecasting and capacity planning capabilities.
MODERATOR: Debra Olson, Senior Principal Consultant, RTM Consulting
PANELISTS: Shannon McCarthy, Manager, Strategic Demand and Resource Management, LMI | Brian Welch, IT Resource Manager | The Cincinnati Insurance Companies
LOCATION: Room B
DESCRIPTION:
Resource managers operate in a complex, fast-moving environment—but too often, outdated tools and incomplete data force them to play checkers when success demands chess. Tactical, short-term decisions lead to inefficiencies, while true optimization requires anticipating future needs and aligning talent with both project demands and business goals.
In this interactive session, Kantata will explore how AI and real-time insights empower resource managers to think like grandmasters, planning multiple moves ahead instead of reacting to the board in front of them. We’ll discuss how real-time data enables smarter forecasting, AI-driven insights optimize utilization, and intelligent automation transforms resourcing into a 3D chess strategy—skills, career growth, client needs, and business goals are seamlessly orchestrated.
Attendees will walk away with actionable strategies to improve forecasting accuracy, optimize utilization, and ensure that the right people are placed on the best projects—for their growth and for the company’s success.
SPEAKER: Charles Gustine, Director, Customer & Market Insights, Kantata
LOCATION: Room 104
DESCRIPTION: This is a working session that encourages attendees to explore the transformative role of Artificial Intelligence (AI) and its impact on RMOs and beyond. We will be focusing on three critical areas: upskilling, talent sourcing, and risk management. Participants will gain insights into how AI technologies are reshaping these domains, driving efficiency, and creating new opportunities and challenges.
SPEAKER: Mike Lane, IT Director Resource Management, The Cincinnati Insurance Company
LOCATION: Room D
DESCRIPTION: Have you ever had to staff a complex project that required a unique skill set? You look to identify the right resources and then come to find out there are only 1 – 2 people who have the skills needed and both were already staffed on other projects? This presentation highlights the root causes of this, and it provides an easy-to-follow blueprint on how resource managers can avoid this in the future and increase overall capacity. There is a crucial component of best practices that is missing at most RMO offices, and this presentation will show resource managers how to implement this best practice, and how to shift from a tactical to a strategic approach.
SPEAKER: Amy Little, Resource Management Lead, Indelible Solutions
LOCATION: Room 102
DESCRIPTION: Effective resource management requires a robust governance framework to ensure compliance with process standards and ensure quality data – data that’s both timely and accurate. In this interactive panel discussion, join industry experts as they explore strategies for capturing, refining, and automating essential data to fuel smarter, faster decision-making in resource management.
MODERATOR: Jared West, Principal Consultant, RTM Consulting
PANELISTS: Kelsey Miller, Sr. Resource Manager, WalkMe | Brian Stout, IT Resource Manager, The Cincinnati Insurance Companies | Gary Ward, Director, Global Resource Staffing, Guidewire Software
LOCATION: Room B
DESCRIPTION: The professional services industry is evolving at an unprecedented pace, and traditional resource management methods are no longer enough to stay competitive. Agentic AI is transforming how firms allocate talent, optimize billability, and drive profitability—unlocking exponential value with intelligent decision-making.
In this session, discover how AI-powered resource management enhances utilization, forecasting, and strategic planning, ensuring your firm is future-ready. Learn how to maximize productivity, reduce inefficiencies, and boost margins with cutting-edge AI innovations.
Join us to explore real-world use cases, industry insights, and practical strategies to take your resource management to the next level!
SPEAKER: Sandeep Kumar, Founder and CEO, Kytes
LOCATION: Room 104
DESCRIPTION: Join us for a final lap with the RMI Town Hall. In this interactive session, we will discuss what we learned from each other and what we are taking back to our companies, while celebrating RMGS 2025 and the future of resource and workforce management. This is a special session full of interaction and surprises you won’t want to miss!
MODERATORS: Ryan Childers, RMI and Greg Hensley, RMI
LOCATION: White River Ballroom