2010 Resource Planning Summit - September 19-21 || Hyatt Regency, La Jolla


Peter Heinrich has a long history in technology product development and management. During a 20 year career with Xerox, he managed the group that developed the original Star Workstation functional specification and later played key roles in program management and planning process design. In 1989 he co-founded Integrated Project Systems (later called IPS Associates) where he created the IPS portfolio management practice. Based on his experience with corporations large and small, Peter designed the portfolio resource planning and management process that is instantiated in Portfolio DecisionWare's products. Mr. Heinrich has a Bachelor of Arts degree in Philosophy from the University of California at Los Angeles.

Brad Hedstrom is the director of portfolio and program management for the Molecular Biology Systems division (MBSD) of Life Technologies (formerly Applied Biosystems). Life Technologies (LIFE) is leading global biotechnology tools company. MBSD is the largest division of LIFE with nearly $1.5B annual revenue. Brad and his team of twelve program managers are responsible for both the selection of new product development (NPD) programs via our portfolio management process and the execution of NPD programs via our stage-gate product development process. Brad has been involved in NPD at Life Technologies for over ten years in a variety of R&D leadership roles spanning both functional management and program management. As Chief of Staff to the VP of R&D Brad has also been responsible for annual planning for an R&D organization in excess of 600 resources and an annual budget in excess of $150M. Prior to joining Life Technologies Brad was a principal consulting engineer for five years at Advanced Measurements, a small system integration consulting firm. Brad holds a doctorate in Electrical Engineering from the University of Victoria, Canada and a bachelors in electrical engineering from the University of Wyoming.

Charles Howell is the IT Director at Floyd Medical Center in Rome, GA. He has been in healthcare Information Technology for 20+ years. Charles is certified Project Manager (PMP) from the Project Management Institute. In addition to IT management, he manages a group of IT Project Managers. Previous to Floyd Medical Center, he worked for several healthcare providers (including Stanford Medical Center in Palo Alto, CA), First Consulting Group and Solucient in Seattle, WA (a healthcare data warehouse and benchmarking company).

Jeff Thomas is currently Vice President of Instrument Development at IDEXX Laboratories, Inc., a $1B Nasdaq company, where he leads a team of engineers and scientists in development of diagnostic instrumentation for veterinarians. Jeff previously held the position of Director of R&D Flow Cytometry Instrumentation at Dako (previously Cytomation) from 2002-2006. Jeff also worked at Hewlett Packard from 1994-2001 where he served as a strategic alliance manager for a number of years and as an ASIC designer in their computer systems group. Jeff holds a bachelor's and master's degree of Electrical Engineering from the University of Utah, with a focused study in medical imaging. Jeff and his wife have six children and enjoy spending time in the outdoors, hiking, boating, and skiing.

Dale Skiba is a Principle Technologist from Medtronic. He received a B.S. in Computer Science from the University of Minnesota. At Medtronic his responsibilities include Unix administration, intranet software development and application support. He's the technical lead for PDW Portfolio back-office support for some 4000 resources. Eclectic hobbies include propagating aquatic plants and breeding fish with the Minnesota Aquarium Society; Federally licensed amateur radio operator, Extra class; juggling and Toastmasters International.

Susan Wadsworth has over 25 years experience in IT, Finance, Sales and Operations Management. She has worked in various industries including Pharmaceuticals, CRO and IT Consulting. Susan is currently responsible for building an operational support model utilizing portfolio and resource management capabilities. She has a BS in Finance and is a graduate of Ursinus College.

In Paris, before five hundred technology managers, Art Mortell was described as "America's #1 Technology Motivational Speaker". Art has a graduate degree from the City University of New York, worked for IBM, taught at Pasadena College and has given over 4,000 presentations across five continents.

Dr. Hendrie Weisinger is a licensed psychologist with extensive experience in clinical, counseling and organizational psychology. He is a leading authority on the application of Emotional Intelligence, an expert in Anger Management and the originator of the highly regarded techniques of Criticism Training. Hank is the author of Emotional Intelligence at Work, Anger at Work, The Critical Edge, Nobody's Perfect, and The Power of Positive Criticism. He has made over 200 appearances on major TV and news programs, including The Today Show, Oprah, and Donahue. His work has been featured in The New York Times, USA Today and Business Week. His article for The Wall Street Journal, "So You're Afraid to Criticize Your Boss" was selected as one of the 60 best articles to appear in the "Manager's Column." Dr. Weisinger teaches in Executive Programs at UCLA, NYU, the University of Washington and the Wharton School.

Joe Barkai is Practice Director for Manufacturing Insights' Product Life-Cycle Strategies research service. In this role he is responsible for research and analysis on the types of product investments that introduce operational efficiencies to the domain while improving the responsiveness to customer requirements. Mr. Barkai examines discrete manufacturing, with a focus on complex, mission-critical capital equipment to identify business imperatives, best practices and emerging technologies. Mr. Barkai's near term activities will include the creation of agile manufacturing and service organizations,and effective product lifecycle management. A senior executive with over 20 years industry experience in product management and business development, Mr. Barkai is a thought leader with strong focus on the business value of technology in manufacturing.
Prior to joining Manufacturing Insights, Mr. Barkai was the founder and principal at Diagnostic. Mr. Barkai is founder of the Transportation Industry Knowledge Management Consortium that has become the Service Technology Program Office of the Society of Automotive Engineers where he now serves in an advisory role. He is a member of IEEE, ACM, SAE, AFSM, and HDI. Mr. Barkai holds a technical degree from Hadassah College, Israel, and a B.A. in Fine Arts, with a minor in mathematics from Haifa University, Israel. In addition, he studied computer science at the State University of New York and attended the School of Executive Development at the University of Texas at Arlington.

Aaron Walcott is a Finance Systems Manager for Medtronic. He was responsible for the requirements and validation of interfacing PDW to Cognos and SAP. Aaron is a member of the RM advisory council in CRDM and responsible for ongoing Finance training and support. His team also provides the financial planning and reporting support to ensure that PDW data is properly costed and available to senior management for rolling portfolio balancing. The CRDM PDW team received the Medtronic Star of Excellence award in 2008 as a result of this project. Walcott sits on several standards committees at Medtronic.
Cognos best practice award winner
MBA - St. Thomas University
BS - Colorado State University

Terry Schmidt is an internationally known strategic thinking and project management consultant with three decades of broad experience assisting corporations, governments, and research institutions in 34 countries worldwide. He earned his BS in aerospace engineering from the University of Washington, his MBA from Harvard Business School. Founder of www.ManagementPro.com, Terry teaches "Strategic Project Thinking" and "Strategic Thinking and Planning for Leaders" at UCLA's Technical Management Program, and teaches "Emotional Intelligence for Project Managers" at the MIT Professional Institute.
Terry's latest book is Strategic Project Management Made Simple: Practical Tools for Leaders and Teams. With Dr. Hendrie Weisinger, he is writing Emotional Intelligence for Project Managers, to be published in 2010. His other books include Managing Your Career Success: Practical Strategies for Engineers, Scientists, and Technical Managers; Planning Your Career Strategy, and The Winning Proposal: How to Write It.
Terry is listed in Who's Who in International Training and Development, and Who's Who in Finance and Industry. Active in civic and charitable causes, Terry is currently President of the Harvard Business School Club of Puget Sound. He serves on the national standards task force of the Association for Strategic Planning. Terry can be reached at terry@managementpro.com .

Officer Paul Samarel has spent his entire career in Project Management and Portfolio Management software and technology. From 1994 to 1998, he managed the Custom Programming and Reporting department for ABT Corporation, which was later purchased by Niku. In 1998, he founded AGE Software Inc. developing add-on applications for project management systems. In this capacity, Paul has delivered technical services to over 200 clients.

Baruch Gabo is PDW Director of Development and Technology and has been with the company since his graduation from Columbia University, with a double major in computer science and mathematics. He is a Microsoft Certified Professional and has taught Microsoft .Net Framework certification classes at DCIC Business Institute, while completing his undergraduate studies. While at Columbia University, Baruch worked on connected battlefield command systems, augmented reality, 3d user interfaces, and encryption algorithm employing knot theory. More recently, he led the development of PDWare iTeam, PDWare Integration Engine, and interfaces connecting PDWare products to other PPM, HR and financial systems. An avid gamer, he'll always welcome a Settlers of Catan game, or playing his level 80 night-elf warrior in World of Warcraft.

Richard Sonnenblick, the President of Enrich Consulting, has been with Enrich since its inception in 1998. The vision he brought to Enrich has been realized in the Enrich Portfolio System, which he architected in 2000. Prior to founding Enrich, he built a decision analysis consulting practice at Lumina Decision Systems, where he worked on integrated assessments of environmental legislation and R&D valuation models for high technology firms. Dr. Sonnenblick holds a Ph.D. and MS from Carnegie Mellon University in Engineering and Public Policy, and a BA in Physics from the University of California, Santa Cruz.

Don Creswell is a co-founder of SmartOrg Inc., a leading provider of value-based management systems - processes and decision support software that improve the economic return on R&D and new product projects and portfolios. Prior to forming SmartOrg in 2000, Don spent 12 years at SDG (Strategic Decisions Group), an international consulting firm. At SDG he held numerous positions including Vice President and General Manager of SDG Decision systems, a software and education arm; General Manager of the Decision Quality Association and director of that organization's Intelligent Decision Systems software organization; Director of R&D Practice Development, and Director of The Smart Organization program. Prior to joining SDG, Don was a senior management consultant at SRI International, specializing in corporate strategy; a vice president of Pan Am, and Vice President of an RCA high tech division.

PMO and portfolio management thought leader, Bill Stewart has over 30 years of successful project and program management experience across a wide range of initiatives. A former Infantry Officer, Ranger and Aviator, Bill developed dynamic leadership training programs that are still in use by the military today. He was a program manager for President Reagan on the Grace Commission, identifying and developing business processes and systems for the federal government. As an internal management consultant for Phillips Petroleum and Ernst & Young he was responsible for implementing a wide range of business solutions for Fortune 500 corporations. During the 1980's and 90's, Bill was instrumental in the inception and development of the program office concept and led successful implementations of portfolio and program management across major corporations and organizations. He regularly coaches executives on how to rapidly move to a discipline of planning and execution excellence. He is active in PMI and served for 7 years on the board of the Information Systems Specific Interest Group. He created the International Program Office Summit, a think tank for program and portfolio professionals and now in its 7th year. Bill is considered by many as the father of project management immersion training, having developed experiential based programs that rapidly mature the leadership and project management skills of organizational leaders.
An exciting motivational speaker, he is regularly asked to conduct presentations and workshops for major corporations and organizations internationally. Bill's extensive knowledge and experience in project, program and portfolio management coupled with his passion to share his knowledge and experiences, make his presentations exciting, informative and highly motivating. Interviews with Bill have appeared in such periodicals as CEO and CIO magazines, PM Networks Career Tracks and this year's PMI Leadership issue of PM Network. He appeared on CNBC as a project management expert and has been asked to return to CNBC this year for another session focusing on project management and leadership development. Bill will soon be releasing two books: PMO Survival Guide" and "Leadership is Not a Job Title."

Rodger has worked with industry and electronics manufacturers for than 20 years to develop strategies and improve core-operating processes. Rodger's experience includes strategy and implementation projects in portfolio management, product development, technology management, partner development, and marketing process development. His experience also includes deploying information technology to optimize business processes. Rodger has been a thought leader on integrating supply chain and product development to more quickly react to customer needs. He is familiar with industry benchmarks and best practices. Prior to PRTM, Rodger worked for General Motors, AT&T Bell Laboratories, and MCI Systemhouse. Rodger received his MBA from the University of Pittsburgh and holds a BS in electrical engineering, cum laude, from the University of Michigan.

Ms. Sutton, founder of Sutton Enterprises Inc., is an accomplished, highly motivated, innovative leader and manager with diverse expertise in New Product Development, Lean Enterprise, Program and Project Management, Business Process & Program Design, Value Stream Management, and Visual Knowledge. She applies Lean and Agile principles to projects, portfolios, and operations, rapidly delivering compact solutions for the top business and customer priorities. Ms. Sutton has received two women in business awards: the Women of Achievement Award in the Professional category by the YWCA of Lake County and the LUCI Award (Leading Us in Commerce and Industry) Women in Business Award in Manufacturing/Corporate. She also holds certifications as a Project Management Professional (PMP®) from the Project Management Institute (PMI) and a New Product Development Professional (NPDP) from the Product Development and Management Association (PDMA). Ms. Sutton has authored and co-authored several articles and is an active volunteer in professional associations, including PDMA AME, and SME.

For the last 20 years, Martin has been involved in the development of new product development strategies, the creation of successful product portfolios, and the development and launch of large product platforms in the industrial and consumer goods industries in the U.S., Europe, and Asia. Martin has headed up engineering organizations at Fortune Brands, Elkay Manufacturing and Nordson Corporation. He developed and implemented portfolio planning systems and decision tools, worked in R&D, was responsible for global R&D and supply chain development and has lead efficiency and capital investment initiatives. Martin earned degrees in Mechanical Engineering and Marketing in Germany. He also holds a MBA in Operations Management from the Case Western Reserve University, where he received his Doctorate in Management.Martin is also part of the adjunct faculty at the Case Western Reserve University, Weatherhead School of Management, and the Robert Morris University in Chicago.






