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E24 Jan Schiller from Berkshire Consulting and Kevin Jacobs

February 26, 2019 by Karen

PROJECT-MANAGEMENT-OFFICE-HOURS-Jan-Schiller-with-Berkshire-Consulting-and-The-Project-Scientist-Kevin-Jacobs
Phoenix Business Radio
E24 Jan Schiller from Berkshire Consulting and Kevin Jacobs
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PROJECT-MANAGEMENT-OFFICE-HOURS-Jan-Schiller-with-Berkshire-Consulting-and-The-Project-Scientist-Kevin-Jacobs

E24 Jan Schiller from Berkshire Consulting and Kevin Jacobs

In this episode of Project Management Office Hours Joe Pusz, PMO Joe, and his guests Jan Schiller from Berkshire Consulting and Kevin Jacobs take a deep dive into what makes a PMO successful, challenges in building a successful PMO, how to properly scope a PMO and much much more!

Jan shares her story working her way up the ranks, serving in varying roles across multiple industries.  It is a common career path that many of us have followed.  Jan has used these experiences to help build a very successful consulting practice supporting clients with PMO buildouts, Agile Transformations and more.  Visit her LikedIn Profile to get access to free tools to help in scoping and building your PMO – https://www.linkedin.com/in/janschiller/ 

Kevin helps us understand the challenges of leading a successful PMO in a corporate setting.  We discuss his experiences, challenges, successes and importantly his real-world, proven recommendations.  We also hear Kevin discuss the importance of the PMP certification and how a personal experience changed his view on this popular industry certification.

Listen in to the episode to hear the stories Kevin and Jan share which paint a picture of a rewarding yet challenging career as a PMO leader.  We covered a lot of ground in this chat and learned valuable lessons, heard shared experiences, and gained access to available tools and insights to help solve some of your PMO challenges.

Tune in for upcoming shows with Project Management leaders and also Subscribe to the podcast on Apple Podcast, iHeartRadio, Spotify, Stitcher, Spreaker or your favorite podcast platform! Our next show will be March 7th with Danielle Crop and Dana Brownlee.

Berkshire Consulting, LLC is a women-owned business specializing in delighting clients by linking strategy to results with project management. They put structure on ambiguity and help organizations achieve results in a productive, continuous, agile and cost-effective manner. Their high-caliber leaders provide premier solutions in alignment with strategies and priorities.

BerkshireLogoFINAL

Berkshire Consulting‘s distinctive business model, combined with their selective recruiting process and criteria, are designed to deliver results that will help organizations realize high levels of return on their project portfolio investments and adapt to a changing landscape. The outcome is high levels of consistent solution delivery from professionals who become a valued part of the team.

Jan-Schiller-on-Phoenix-Business-RadioXJan Schiller is a results-oriented executive focused on revealing the path that transforms ideas and goals into results. She collaborates to identify the most effective path from where organizations are to where they want to be. Jan helps organizations reliably achieve their strategy, delight their customers now and into the future, and digitally transform in a timely, cost-effective manner.

Jan enjoys sharing her expertise and experience in a way that inspires wisdom and maximizes potential. She enjoys volunteering as a career development mentor and writing about scope and project portfolio management for PMWorld360.

Her wildly important goal is to leave the world better than she found it, and to have fun doing it.

Connect with Jan on LinkedIn and at Berkshire Consulting.

kevin-jacobs-on-Phoenix-Business-RadioXKevin Jacobs holds a Masters of International Management from Thunderbird, a Doctor of Business Administration in Information Systems focused on Project and Change Management from Argosy, and is in his last semester of a Masters of Science in Analytics from Dakota State University. He completed his PMP in 2015 and designed an internal PMP course, which he currently teaches. He is also a Certified Scrum Master, and has been designing internal training and processes to implement Agile, Scrum, and Design Thinking principles.

Kevin has had a professional career focused on MIS project management, with 17 years of experience as a Business Analyst, Business Solutions Architect, Project Manager, and PMO manager. He has worked in a variety of fields including banking, construction, telecommunications and document management. He currently manages the MIS PMO for a global mining company in Phoenix. His current focus is on providing better portfolio visibility to resource availability and cross project dependencies finding better ways to get management the information they need while reducing the impact on project managers.

Connect with Kevin on Linkedin and at The Project Scientist.

ABOUT PROJECT MANAGEMENT OFFICE HOURS SERIES

Project Management Office Hours is intended to provide Project Management professionals a place to drop in and discuss Success Stories, Best Practices, and Lessons Learned.  Project Management Consultant Joy Gumz has shared with us, “Operations keep the lights on, strategy provides the light at the end of the tunnel, but project management is the train engine that moves the organization forward.”  

Each of us has a unique story to tell, but collectively we share a message that organizations who embrace Project Management Best Practices perform better than those which don’t.  Organizations which align Projects to Strategy perform better.  Organizations with Engage Executive Sponsors deliver better results.  Organizations which measure Project Management performance outperform those which don’t.

During our Project Management Office Hours, we hear directly from Industry leaders how to make an impact in our profession. How we, collectively, will Advance Project Management Best Practices, One Listener at a time! 

Project Management Office Hours is powered by The PMO SQUAD 

ABOUT YOUR HOST

Joe Pusz started THE PMO SQUAD to bring real world PMO Leadership experience to the consulting space and to advocate for Project Management through his blog PMOJOE.com. The old saying is “Do what you love and you’ll never work a day in your life.” Following this mindset Joe left Corporate America in 2013 to start THE PMO SQUAD and work with fellow Natural Born Project Managers to advance Project Management Best Practices.

THE PMO SQUAD focuses exclusively on PMO and Project Management consulting. Corporate America is full of Accidental Project Managers running projects who haven’t been trained to be PMs. To help solve this problem THE PMO SQUAD is on the Leading Edge with PMO As a Service. PMO As a Service allows our clients to focus on their respective core competencies while THE PMO SQUAD delivers Project Management expertise. Contact Joe at 678-591-7868. Follow The PMO Squad on LinkedIn, Twitter and Facebook.

Tagged With: customer experience, digital transformation, PMO, Project Manager, Project Portfolio Management, scrum master

Co-Op THINK18 The Race to Excellence at Sheraton Grand at Wildhorse Pass

May 23, 2018 by Karen

Phoenix Business Radio
Phoenix Business Radio
Co-Op THINK18 The Race to Excellence at Sheraton Grand at Wildhorse Pass
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Co-Op THINK18 The Race to Excellence at Sheraton Grand at Wildhorse Pass

CO-OP’s 11th annual THINK conference gathered over 750 credit union leaders from around the U.S. They met at the Sheraton Grand at Wildhorse Pass in Chandler, AZ to collaborate and learn strategies to achieve excellence through digital transformation. With the theme of the “Race to Excellence”, there was a strong focus on navigating the complexities of rapid evolution and revolution in order to meet the growing needs of financial consumers. Technology is changing faster than ever, presenting new challenges and opportunities for credit unions; but one thing is for certain, together through strategic partnership and collaboration our industry is well-positioned to thrive.

Phoenix Business RadioX‘s President, Karen Nowicki, along with Co-Hosts, Jodi Low, President & Founder with U & Improved, and Arizona Small Business Association‘s Director of Business Development, Ryan Reyes, got to sit down with a few of CO-OP THINK18’s Speakers, Executive Leaders, “Crashers” and movers & shakers to hear first-hand what’s trending in the industry and how impactful CO-OP THINK Conferences continue to be for credit union leaders and their communities.

Interview with CO-OP Financial Services CEO and President, Todd Clark

http://stats.businessradiox.com/27862.mp3

DOWNLOAD HERE

 

Interview with Ray Lancaster, President/CEO with Pyramid Federal Credit Union

http://stats.businessradiox.com/27860.mp3

DOWNLOAD HERE

 

Interview with Samantha Paxson, Chief Marketing Officer with Co-Op Financial Services

http://stats.businessradiox.com/27861.mp3

DOWNLOAD HERE

 

Interview with Bobbi Febell, CFP and Author of “How to Be a Financial Grown-up”

http://stats.businessradiox.com/27863.mp3

DOWNLOAD HERE

 

Interview with Brandon McAdams, Marketing Vice President with Coastal Credit Union

http://stats.businessradiox.com/27864.mp3

DOWNLOAD HERE

 

Interview with Debt Free Guys, John Schneider and David Auten

http://stats.businessradiox.com/27865.mp3

DOWNLOAD HERE

Interview with Andrew Chalko, Vice President with Elements Financial

http://stats.businessradiox.com/27866.mp3

DOWNLOAD HERE

 

Interview with Kelly Mendenhall, Product Vice President with CO-OP Financial Services

http://stats.businessradiox.com/27867.mp3

DOWNLOAD HERE

 

Interview with Paul Love, Chief Information Security Officer with CO-OP Financial

http://stats.businessradiox.com/27868.mp3

DOWNLOAD HERE

Tagged With: credit union, credit unions, Debt Free Guys, digital transformation, Elements Financial, finance, financial freedom, Financial Grownup, Pyramid Federal Credit Union, Queer Money, THINK 18

The Race to Excellence THINK 18 at Sheraton Grand Wild Horse Pass

May 1, 2018 by Karen

Phoenix Business Radio
Phoenix Business Radio
The Race to Excellence THINK 18 at Sheraton Grand Wild Horse Pass
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The Race to Excellence THINK 18 at Sheraton Grand Wild Horse Pass

More than a conference, app, prize or website, THINK is an innovation platform built to foster a more progressive credit union movement. An ongoing source of collaborative power, THINK is the catalyst for credit unions to provide today’s members with a superior financial services experience. Contributors include some of the world’s best-known thought-leaders, key visionaries of the credit union movement and, perhaps most important of all, the very members we seek to serve better. Find out more about THINK 18 here.

Follow THINK on LinkedIn, Twitter and Facebook.


CO-OP Financial Services is a payments and financial technology company whose mission is ensuring the success of the credit union movement. CO-OP payments solutions, engagement services and strategic counsel help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. For more information, visit www.co-opfs.org.

amandaatchesonAmanda Atcheson is the Director of Marketing and Brand Strategy for CO-OP Financial Services, a payments and financial technology company whose mission is the success of the credit union movement. Since joining CO-OP in 2009, Amanda has been responsible for brand strategy and management, product and content marketing strategies and sales enablement. She serves as Managing Editor of the THINK Review magazine and plays a critical role as a producer for the company’s annual THINK conference. Amanda is passionate about emerging technology and the digital transformation of the credit union industry.

She is a graduate of Georgia Southern University with a degree in Marketing and resides in Houston, Texas.

Follow CO-OP on LinkedIn, Twitter and Facebook.

Financial Grownup with Bobbi Rebell CFP® features interviews with the top thought leaders in personal finance and other role models, sharing life-changing and inspiring money stories and advice. The podcast also gives listeners actionable specific advice from Bobbi on how to integrate the lessons into their lives.

Rebell-midsizeBobbi Rebell is a CFP® and host of the Financial Grownup with Bobbi Rebell CFP® podcast. She is also the author of the best-seller “How to Be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom”. Bobbi is a keynote speaker, conference emcee, and moderator.

She is also an award-winning TV anchor and personal finance columnist and has worked at Thomson Reuters,  PBS (Nightly Business Report) CNN and CNBC. Bobbi is a graduate of the University of Pennsylvania.

Connect with Bobbi on LinkedIn, Twitter, Facebook and Instagram.

 

Tagged With: credit unions, digital transformation, finance, financial freedom, THINK 18

Digital Transformation: Disruption with a Purpose

September 17, 2017 by angishields

Digital Transformation Feature
Cause And Affect
Digital Transformation: Disruption with a Purpose
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Digital Transformation

UHY Advisors, Inc. is one of the nation’s largest professional services firms in the U.S., delivering financial, tax and business consulting services to companies ranging from mid-sized to the Fortune 500. The firm’s innovative Management & Technology Consulting practice provides a one-stop solution for a company’s financial and operational functions, with a full suite of services to transform a company’s performance and profitability.

Christopher Bean is Senior Manager, Management and Technology Consulting at UHY Advisors. Connect with Christopher on LinkedIn.

Dave King is Senior Manager within UHY’s Technology and Risk Management consulting practice. He has over 15 years of experience in governance, risk, and compliance management. He is responsible for advising business and technology executives on Cybersecurity, PCI Compliance, and technology risk management initiatives. Connect with Dave on LinkedIn.

Michael Heilman is Senior Manager at UHY Advisors. Connect with Michael on LinkedIn.

Tagged With: digital transformation, UHY Advisors

Colleen Jones with Content Science and Toni Pashley with Sharecare

July 4, 2017 by angishields

Colleen Jones
CEO Exclusive Radio
Colleen Jones with Content Science and Toni Pashley with Sharecare
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Colleen Jones

Colleen Jones, CEO of Content Science and a Star Wars fan, regularly advises top organizations on becoming Jedi Masters of effective content. Colleen spearheaded the development of ContentWRX, a software product that has collected more than 90,000 data sets to assess content effectiveness for a wide range of companies. Content Science also publishes the online magazine Content Science Review and runs Content Science Academy, an online training portal to equip professionals with modern content knowledge and skills.

Colleen wrote the cornerstone content book Clout: The Art and Science of Influential Web Content. She speaks at conferences and client events around the world to make content a force in marketing, user experience, sales, and customer satisfaction. Learn more about Colleen and Content Science on their website, and follow them on LinkedIn and Twitter.

Toni Pashley is Senior Vice President of Product at Sharecare, the digital health company helping people manage all their health in one place, where she leads product strategy and design with a human-centered approach.

Prior to Sharecare, Pashley worked at CNN leading major product initiatives including 2008 Presidential Elections, mobile applications and strategy for the networks’ product experience.

Pashley has always worked at the intersection of design and technology, leading many high-profile projects for CDC, NCR, AT&T and a number of startup ventures. Her work has won several product design awards, and she was instrumental in leading the product design team for Sharecare’s award-winning AskMD mobile app, which won the 2014 and 2015 Appy for Best Medical App and was a Webby Award Honoree in both 2014, 2015 and 2016 for Best Health App.

Pashley currently sits on the boards of several technology start-ups as a strategic advisor and served on the Executive Board for CHI Atlanta, a special interest group on Computer-Human Interaction. She has a M.S. in Human Computer Interaction from Georgia Tech’s College of Computing. Connect with Toni and Sharecare via their website, and on LinkedIn, Twitter and Facebook.

Tagged With: content marketing, Content Science, content strategy, customer experience, digital transformation, Healthcare, ux, Women In Technology

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