Thursday May 2, 2024 | 7:00a - 6:30p

PMI Northeastern Wisconsin is proud to present our 2024 Professional Development Day.
This 1-day professional education opportunity will strengthen your skills in all areas of the talent triangle. Prepare to be inspired by leading-edge speakers on valuable project management principles and best practices. Come ready to learn innovative concepts that will set you and your organization apart.

7.5 PDUs

Cost: $349 Members, $499 Non-Members

Lambeau Field
1265 Lombardi Avenue
Green Bay, WI 54304

Register Now


Registration Opens




Welcome / Kickoff



Be the One: How Great Leaders Add Value to Others by Ted Ma

We all have someone who added significant value to our career; the mentor who challenged the way we see ourselves and how we show up in the world. As a result, they become “the one” for us. Our ability to be the one for others doesn’t happen by chance; it is a result of a specific mindset and set of behaviors. Based on a proprietary national research study of over 1,000 professionals conducted during the Great Resignation, this interactive program will teach you how to become a great mentor so you can bring out the best in others and create a culture that people never want to leave. 




Executive Panel: How Project Value Drives Funding & Prioritization

This CFO panel will expand on how project value is incorporated into financial funding and prioritization decisions. 


Jeremy Behler, CFO, Sargento Foods, Inc

Brian Ollech, CFO, Network Health

Heather Dunn, SVP & CFO, West Bend Mutual Insurance



Lunch & Networking


The Value of the NFL Draft by Gabrielle Dow

The Draft is the NFL’s biggest offseason event. Bringing the 2025 NFL Draft to Green Bay is a major undertaking.  Yes, you might even say it’s a project!  Gabrielle Dow, the Vice President of Marketing and Fan Engagement for the Green Bay Packers, will share information on the efforts required to be awarded the Draft, and the extensive planning and benefits expected from hosting the week-long event in Green Bay.  You won’t want to miss this one! 




Breakout Sessions

1) Agile vs Waterfall is a Myth by Rob Lineberger

Let’s put this pointless distinction to rest. Rob walks through the
hidden history of the agile movement and how agile vs waterfall is a
sideshow to a deeper issue. Predictive and adaptive methods both
shine in different situations. The key is knowing when to use each, and

Learning Objectives:

  • Learn the strengths and weaknesses of predictive and adaptive
  • How to decide which applies in which situations


2) AI Intuition 101 by Tuan Ho

A comprehensive and engaging presentation designed to provide a foundational understanding of artificial intelligence's current status, the conceptual distinctions between Narrow AI and General AI, the potential impacts AI has on society, and a forward-looking perspective of AI's role in shaping our future. As AI continues to grow at an unprecedented rate and entrench itself into various facets of human life—from the economy to daily tasks—there is a rising need for a clear understanding of its mechanisms and implications. This presentation will delve into the evolution of AI from simple trial and error methodologies to complex systems that mirror human thought processes. We will explore AI's trajectory, estimate its influence on employment, and consider the neurodivergence evolution. Finally, we'll envision a world where AI and human values are aligned, paving the way for a new era of societal advancement.

Learning Objectives:   

  • Understand the rapid growth and current state of AI, including its economic impact and early-stage development, as well as its swift adoption marked by the fast user growth seen in technologies like ChatGPT.
  • Differentiate between Narrow AI and General AI, comprehend the trajectory from basic machine learning applications to systems capable of complex adaptive operations, and recognize the inherent growth limitations of human intelligence in comparison to AI's exponential potential.
  • Appreciate the broader implications of AI on the workforce and societal functions, examine the potential for AI to replace certain job roles, the impact on 3D environments, and the importance of harmonizing AI advancement with human values to ensure peace and prosperity.




Breakout Sessions

1) Introduction to Lean Six Sigma for (Project) Leaders by Katie Labedz

Did you know that the average process contains 95% waste! Incredible isn’t it? Inefficient processes cost our companies time, money and potentially your reputation and employee retention. In this session you will learn five key Lean Six Sigma concepts to help you reduce waste in your processes, immediately add value and realize REVOLUTIONARY results!

Learning Objectives:

  • Definition of continuous improvement, Lean and Six Sigma

  • Learn how these concepts can be used in any industry

  • Understand the concepts of waste, value, 5S, PDCA and problem identification


2) Fundamentals of Successful Negotiations by Charlie Trevor

Managers and other professionals regularly negotiate, yet many lack the knowledge and skills to do so at a high level of success. The first step in this pursuit is to understand and learn to apply a few fundamental principles that help us to claim value in straightforward, competitive negotiations. Developing a more sophisticated approach, however, holds promise for us in more involved scenarios that require problem-solving and creativity. Succeeding in these more challenging negotiations can deliver enhanced value via providing win-win outcomes and building trust and relationships along the way.

Learning Objectives:

  • To recognize the foundational elements (e.g., terminology, principles) underlying the art and science of negotiations
  • To understand the game theory approach to the negotiator’s dilemma (i.e., whether to compete or cooperate) and its implications for both creating and claiming value
  • To learn several key applied tactics for negotiation preparation, opening, and concession-making
  • To appreciate how the pursuit of mutual gains (i.e., win-win outcomes), while requiring more negotiating skill, also has the potential to deliver enhanced value





Humor That Works: A Project Manager’s Guide to Using Humor by Dave Tarvin

The current way of working isn’t actually working. 83% of Americans are stressed out at work and 55% are unsatisfied with their jobs. The impact? Close to a trillion dollars in lost productivity and increased costs. Add in the stress and uncertainty of these unprecedented times, and people are stressed out, disengaged, and more zombie-like than ever.

Which means effective Project Management is more critical now than ever before. But PM is sometimes given a bad rap, seen as a boring oversight role that is always “checking in” to make sure projects “finish.” But it doesn’t have to be that way.

There’s one skill that can not only help you deliver projects on time, in scope, and within budget, but also help you have fun doing it: humor. When people are laughing, they’re learning, and when you can infuse best business practices with smart levity and fun – team members are more productive, less stressed, and work doesn’t feel like so much work. Backed by research, case studies, and real-world examples, you’ll see that what gets fun, gets done.

In this entertaining and engaging program, you’ll reverse-engineer the skill of humor to shift mindsets, unlock potential, and adopt the evidence-based tools, skills, and solutions you need to make humor an extraordinary foundation for business and life. Ready to give your team what they need to skyrocket productivity AND have a better life? Come discover the Humor That Works.




Lambeau Field Tour

Keynote Speaker

Ted Ma

Leadership Strategist

Ted Ma is a leadership strategist, author, and international keynote speaker who works with leaders to become great mentors and create a culture that people never want to leave.

As an Asian millennial who has been coaching leaders for over 20 years, he brings a unique perspective to the stage. He's not just another leadership expert. Ted has been in the trenches, building and leading an international sales force of over 6,000 independent agents. He combines this experience with the vibrancy and insights of his generation, offering a unique blend of wisdom and innovation in leadership development. Through interactive speaking programs, Ted equips his audience with practical strategies to transition from outdated hierarchical management styles. Instead, he encourages a people-first approach that emphasizes employee engagement, mentorship, and career growth.

Ted Ma

Executive Panelist

Jeremy Behler

Chief Financial Officer

Sargento Foods, Inc

Executive Panelist

Brian Ollech

Chief Financial Officer

Network Health

Prior to joining Network Health, Brian served as senior vice president, chief accounting officer and global controller at The Warranty Group, Inc. in Chicago.  Brian also served as the corporate controller with WellCare Health Plans, Inc. in Tampa, FL, director of finance at WellPoint, Inc. in Milwaukee and senior manager in the financial services practice of PricewaterhouseCoopers in Milwaukee.

Brian holds an undergraduate degree from the University of Wisconsin-Milwaukee and is a Certified Public Accountant in the state of Wisconsin. He is a former national board member of the Insurance Accounting and Systems Association and president of the Chicagoland Insurance Accounting and Systems Association.  Brian also serves as a board member on several not-for-profit boards in the Fox Valley area.

Executive Panelist

Heather Dunn

Senior Vice President - Chief Financial Officer

West Bend Mutual Insurance

Heather Dunn joined West Bend Mutual in 2008 and was promoted to CFO on July 1, 2017 where she currently has responsibility for financial accounting, billing, internal audit, and investments. She serves on the corporate strategy committee, which includes co-leadership of the data and analytics priorities.  Before joining WB she was an audit manager for Ernst & Young in the Milwaukee office serving insurance and banking clients.  She's a math and business graduate of St. Norbert College and has a Masters of Accountancy from the University of Norte Dame. She is also a CPA and CPCU.

Heather is past-president of the Museum of Wisconsin Art, and currently serves as investment committee chair of the Concordia University Foundation Board.  She is Treasurer of the West Bend Country Club and recently concluded as a board member of the United Performing Arts Fund, serving as co-chair of the 2021 campaign. She is also involved with Milwaukee Women, Inc.  

A native of Sheboygan, she lives in West Bend with her husband and three children.

Gabrielle Dow

Vice President of Marketing and Fan Engagement

Green Bay Packers

Gabrielle Dow, is in her 29th year in professional sports and her 10th year as the Packers’ vice president of marketing and fan engagement.

Dow oversees retail operations, broadcast, marketing, brand engagement, business research and analytics, and game presentation.

Since 2019, Dow and her team have been working with the NFL to host an NFL Draft at Lambeau Field. After four bid submissions, the state of Wisconsin, city of Green Bay and the Green Bay Packers have been awarded the 2025 NFL Draft.

Dow joined the Packers from the Baltimore Ravens, where she served as vice president of marketing for eight years. Dow’s other professional sports experience includes the NHL’s Florida Panthers, Los Angeles Lakers, and Staples Center.

Dow teaches a sports marketing MBA course at St. Norbert College. She also serves on the board of directors of Special Olympics Wisconsin, the Fox Cities Performing Arts Center and the Green Bay Country Club.

Born in San Francisco, Dow earned her bachelor’s, MBA and law degrees from the University of Oregon.

Rob Lineberger

Agile Software Expert, Author, Speaker

Duke University

Rob Lineberger is a trusted expert in the world of software development, particularly known for his expertise in agile methodology and his innovative Blur Box model. He brings over two decades of expertise to shatter illusions around agile and to guide you through the adaptive approaches necessary for success in today’s software development landscape. Rob began his journey in the late 1990s, a pivotal time when agile development was emerging. His insights and contributions to this domain have established him as a respected and sought-after voice in technology and project management. 

Most recently, Rob authored Inheriting Agile: The IT Practitioner's Guide to Managing Software Development in a Post-Agile World. Otherwise known as “What to do when that IS your circus and those ARE your monkeys,” this book has been endorsed by Reimagining Agile co-creator Sanjiv Augustine as a “compelling exploration into managing software development” and by agile manifesto co-author Jon Kern as “a fun romp developing an agile way of working with useful historical context into the tug of war between prescriptive and adaptive techniques.” 

Duke University

Tuan Ho


The Point AI

At ten years old, Tuan moved from Vietnam to Boston. By 15, he'd garnered the Young Leader in Recognition Award from Harvard's Institute of Politics. He started his first company, ScholarJet, at the age of 20. Tuan earned a Mechanical Engineering degree from Northeastern University and an MBA from Quantic Business School, complemented by MIT's AI certification. He is recognized as a Chan-Zuckerberg Initiative Fellow and a Forbes 30 Under 30 lister and board member. Tuan is currently lecturing at Northeastern University and leading his company, The Point AI.  
The Point AI

Katie Labedz

President / CEO

Learn to Lean

Katie Labedz is the President/CEO of Learning to Lean, a process improvement consulting firm.  Learning to Lean helps companies to embrace the concepts of continuous improvement, leading to REVOLUTIONARY results through coaching, training and kaizen events. 

Katie is a certified Lean Six Sigma Master Black Belt, Project Management Professional (PMP), certified Emotional Intelligence Coach, author of three books, and sought after keynote speaker. She has been practicing Lean, Six Sigma and Project Management concepts for over 20 years. Katie is the epitome of perseverance.  

Learn to Lean

Charlie Trevor

Professor and Ruth L. Nelson Chair in Business

UW-Madison School of Business

Charlie Trevor is a professor and the Ruth L. Nelson Chair in Business in the Department of Management and Human Resources at the Wisconsin School of Business. He is also the academic director of the Strategic Human Resource Management Center. His research focuses on employee turnover, particularly of the employees that companies can least afford to lose, layoff effects on human capital, and the determinants and consequences of employee compensation.

Charlie’s work has been published in the Academy of Management Journal, Journal of Applied Psychology, Personnel Psychology, Journal of Management, Harvard Business Review, Research in Personnel and Human Resources Management, and World at Work Journal.

Charlie teaches courses on negotiations, employee compensation, research methods, and HR systems. He received his PhD in industrial and labor relations from Cornell University.



Dave Tarvin

Humor Professor

Humor That Works

Professor Dave is a speaker and humor professor, focused on high-impact practices that enhance work and life experiences through humor and improvisation. He helps people enjoy their work more by using their sense of humor in the workplace. In addition to teaching in the United States, David has studied abroad in Mexico and taught English in China and Costa Rica. He currently lives in College Station, TX where he teaches communication courses at Texas A&M University.

Humor That Works