12th Annual PMIW Symposium

24 Apr 2021 - 8:15am
12th Annual PMIW Symposium

Please join us at PMI Westchester Chapter's 12th Annual Symposium on Saturday, 24 Apr 2021. The meeting will be virtual, held via Zoom. Sign-in begins at 8:15 a.m.; the sessions run from 8:30 to 3:00 p.m.

This year's Symposium will focus on Being Agile and Managing Change. Join us to learn how you can become an Agile Project Manager. You will be presented with an array of tools, terms and techniques that will help you navigate change and become more agile, as well as gain an understanding of PMI's new Disciplined Agile certification program and how to plan your professional development needs.

The Symposium will consist of five sessions, for a total of five possible PDU's.

Register here!

  • Keynote session: OCM – The Power Skill to Increase Project Success! by April Callis-Birchmeier
  • Be Formless, Be Shapeless, Be Agile by Niel Magsombol
  • Appreciation Intelligence: the New AI by Roger Wolkoff
  • Practice Business Agility with PMI’s Disciplined Agile (DA) by Jonathan Lee
  • Closing session: Using OCM Power Skills to Drive Change by April Callis-Birchmeier


Leadership: 1.75
Strategic & Business: .75
Technical: 2.50

Keynote session: OCM – The Power Skill to Increase Project Success!
Generating Effective Change Management by using an Agile approach

Organizational Change Management is defined as moving an organization and its stakeholders from the current state to a future state. While governing project, program and portfolio lifecycles, success is dependent on how well performance and change is managed. Discover and develop the Power Skill of change management to lead successful change!

Using an Agile approach to change integrates individuals and interactions. Change managers can apply Agile practices, tools, and processes to leverage the change management mindset of focusing on sponsorship and stakeholder adoption. Organizations can build team strength by brainstorming to define and gather business requirements that will lead to an understanding of organizational needs and implementation of value-added changes.

Focusing on agile practices, preparation, iterative and integrated support provides a simpler and faster approach to help individuals and organizations adopt change and ensure business objectives are met.


  • Recognize the critical role of organizational change management in leading successful change
  • Integrate Organizational Change Management Power Skills into Project Management skills to deliver technology solutions and stakeholder adoption to realize the benefit of change
  • Incorporate strategic planning and benefits realization into the OCM advanced preparation
  • Develop risk mitigation plans that will reduce organizational exposure to potential risks and increase project success
  • Align leaders and stakeholders with tools and processes to develop change agility competency
  • Leverage Agile and OCM framework to increase change adoption and initiate success

Be Formless, Be Shapeless, Be Agile
Taken from Bruce Lee’s famous quote and martial arts philosophy, the session focuses on having a very adaptable solution-based approach to project and program management. Learn the importance of project leaders being cross functional and well versed in numerous Lean-Agile Principles, Practices, and Frameworks, including Scrum, XP, Kanban, and Various Scaling Frameworks, in order to help organizations deliver maximum value. Understand how the less-structured Agile approach affects governance, lifecycle and performance management of projects and programs, and how to assess risks and develop risk mitigation plans in an Agile framework. Be introduced to a variable, Agile project scope management and utilize real world case studies from IT and non-IT contexts.

Appreciation Intelligence: the New AI
Loyalty and appreciation affect your bottom line and your workplace culture. Don’t think so? Think again! Customers, clients, and teammates want recognition from you. Do you deliver?

Learn how to recognize how others prefer to be appreciated with words, actions, service, or gifts. Learn how to be a better listener, mentor, and team builder. How do you show appreciation for others? You have a bias for how you like to be shown appreciation, and so do the people you work with. Think they’re the same?

This interactive program will capture your ideas in each of four appreciation languages – words, time, service, and gifts. Appreciation is a skill and practice that promises to have a positive influence on your life. You will experience strategies to employ in your day-to-day lives to manage and improve your work relationships.

Practice Business Agility with PMI’s Disciplined Agile (DA)
Disciplined Agile has been taking a center stage in the PMI community lately. This is because the Disciplined Agile tool kit brings much needed agile and lean practices and strategies relevant to traditional project, program, and portfolio management professionals, as well as provide better guidance to agile practitioners. Find out more about requirements, risk, schedule and scope management in an Agile framework.

Attend this session to hear how Disciplined Agile tool kit works and assess whether you and your organizations should adopt Disciplined Agile. In this session, we will also look under the covers of the latest PMI Discipline Agile certifications so that you can better understand and plan your professional development needs. Find out what you need and what you can do to prepare yourself as organizations focus on Business Agility to stay competitive in the market.

Learning Objectives:

  • Understand what is Business Agility and how it impacts you as a leader/manager in the organization
  • What is Disciplined Agile and why it matters to you and your organization
  • Differentiate between the PMI Disciplined Agile Certification offerings
  • Explore which training will be most impactful to you

Closing session: Using OCM Power Skills to Drive Change
Organizations are made up of individuals. Organizational change is the result of individuals adopting change. Use a change management mindset to adopt your own individual change. Practice your OCM Power Skills to lead successful change for yourself.

Individuals need to understand the reasons for change and have a purpose to believe in. Lead individuals through organizational change by teaching them skills, coaching and reinforcing their behavior, and working with them to identify and resolve problems.


  • Identify four OCM Power Skill tactics to create individual change
  • Become a consistent and effective role model and influencer by displaying desired changed behavior
  • Integrate psychological principles into your portfolio of programs and projects to facilitate change
  • Recognize the power of adding OCM Power Skill to your Project Management skills to increase success
  • Identify change requirements and create a 90-day schedule to integrate new skills and knowledge into how you approach chan
Keynote Speaker - April Callis-Birchmeier, CCMP™, PMP®, CSP
Niel Magsombol - Roger Wolkoff - Jonathan Lee

Photo of April Callis-Birchmeier April Callis-Birchmeier is an internationally known organizational change management expert who has implemented change for government, health care, higher education, and corporate clients.
She is the author of the #1 Amazon bestseller READY, Set, Change! Simplify and Accelerate Organizational Change. As a change expert April was one of the first Certified Change Management Professionals (CCMP™) worldwide.

As leader of Springboard Consulting, she works to create pain-free and lasting change in organizations. She teamed with others to develop the global Standard for Change Management, is a Project Management Professional (PMP®), Certified Speaking Professional, and President of ACMP Michigan.
April is passionate about sharing her knowledge and expertise in Organizational Change Management with other professionals to inspire others to simplify change and accelerate success.

Photo of Niel Magsombol Niel Magsombol is an Agile Transformation Coach that has helped lead Enterprise Agile Transformations in Global Fortune 100 Companies such as Caterpillar, Prudential, Pfizer, and Boston Consulting & Fidelity. He is also a John Maxwell Certified Leadership Trainer, Coach, Speaker & DISC Behavioral Analysis Trainer.

He’s Known as an insightful, energetic, and humorous motivational speaker that has presented at several Fortune 100 Companies, PMI & Agile events around the country, universities, professional sports teams, and non-profit organizations.

Photo of Roger Wolkoff Roger Wolkoff is a motivational speaker who helps you tap into your strengths and potential so you can get out of your way and get more done. He speaks about the power of connecting, gratitude, and appreciation. How does he do it? Roger’s programs are high content and motivational in style and tone. He delivers stories, ideas, and keys to unlock what’s already inside you.

Roger has over 20 years of expert interpersonal communication and team-building experience. Roger’s core messages center around trust, communication, and emotional intelligence. He helps leaders and high-performing teams communicate with clarity, conviction, and positive intent. He is an avid believer in Clifton’s Strength Finder and everything surrounding positivity.

Roger lives in Madison, Wisconsin, with his wife, Anne. He loves to travel, bike, and read science fiction. He is a big fan of baseball, pinball, and all things Tesla.

Photo of Jonathan Lee Jonathan Lee has over 25 years of diversified consulting experience working with public and private sector clients ranging in size from small to Enterprise and state & local government, and has performed many technical and management roles through the years. Jonathan currently works at Vitality Chicago as Disciplined Agile Instructor and Coach.

Jonathan is a Certified Disciplined Agile Instructor (CDAI), Disciplined Agile Lean Scrum Master DALSM/DASSM, PMP, and Microsoft Certified Solutions Expert (MCSE). He is also a Project Management Institute Leadership Institute Master Class (LIMC) graduate.

Jonathan has volunteered at PMI Chicagoland Chapter for many years serving on the board including serving as the Chapter President for 3 years in the past.

Jonathan is a frequent speaker at PMI chapters in North America and his latest passion is to help Project Management professionals to learn about Disciplined Agile. With the current pandemic situation, he has been conducting Zoom meetings from his home office just about all day, every day!

Event Fees: 

$110 PMI Westchester and other PMI Chapter Members
$130 All Others

Note: If you are in-transition, we have a Recharge your Career price of $50. Please enter code RECHARGE and click Apply when registering.

Last date to register is Thursday, 22 Apr 2021.

Register here!

Payments must be made in advance by PayPal or by check (payable to PMI Westchester).
Credit card payments can be made through PayPal without the need for a PayPal account.


Virtual Meeting (Zoom)