EVM WORLD 2013 29 TH Annual Conference May

EVM WORLD 2013 29 TH Annual Conference May 29 -31, 2013 Waldorf Astoria Naples Florida

Schedule Summary

Howard Dean Day 1 Speaker “Less Politics, More Results” Governor Howard Dean • CNBC Contributor • Founder, Democracy for America • Chairman, Democratic National Committee, 2005 -2009 • Architect of the ‘‘ 50 -State Strategy’’ • 2004 Candidate for the Democratic Nomination for President • Governor of Vermont, 1991 -2003 Governor Howard Dean, former DNC Chairman, presidential candidate, six term Governor and physician, currently works as an Independent consultant focusing on the areas of health care, early childhood development, alternative energy and the expansion of grassroots politics around the world. Dean also serves as a CNBC contributor and is the founder of Democracy for America. Dean began his career in public service in 1982 when he transitioned from a full-time practicing physician to an elected representative in Vermont. Dean served as Governor for 12 years – the second longest serving in the state. Respected on both sides of the political aisle, Dean was chairman of the National Governors’ Association, the Democratic Governors’ Association, and the New England Governors’ Conference while he served as Governor of Vermont. Dean left office in Vermont to run for President in 2003 where he implemented innovative fundraising strategies such as use of the Internet.

Russell Matney Day Two Speaker • • • Bio Russell Matney, PMI Southwest Virginia Chapter Russell Matney, a Project Management Professional (PMP) since 2005, has 20 years’ experience at AREVA Inc. driving value-added change in areas such as nondestructive examination, software development, proposal/project/risk management, and licensing. Russell is a Lean Six Sigma Black Belt responsible for leading performance improvement projects across a variety of functional departments. From 2008 through 2011, he led the development of the project management portfolio dashboard, served as the Secretary of the Technological Risk Assessment Committee, and led AREVA’s initiative to establish an enterprise Earned Value Management System (EVMS). Russell holds a Bachelor of Science degree in Electrical Engineering from the University of Virginia, a Master’s degree in Business Administration from Virginia Tech and a Masters Certificate in Project Management from George Washington University. Abstract: “Improving Project Certainty… Lessons from the Journey” In 2009 AREVA NP Inc. (AREVA) embarked on the journey to establish an enterprise EVMS based on “Industry Best Practice” with the primary objective of establishing an “Early Warning System” to enable management to measure and monitor performance with timely information. Early in the planning phase, a significant amount of effort was expended educating senior management and project stakeholders about the function and merits of a well-designed enterprise EVMS. Flexibility, scalability and pragmatic process topped the list of stakeholders’ key requirements. Some of the more difficult implementation tasks included developing and integrating work authorization documents, change control data, and budget logs. The importance of an informed management team, trained personnel and a sound ground-level process was underscored during the system rollout. Many lessons were learned throughout the EVMS rollout. This presentation will focus on lessons including: methods and value of engaging senior management, finding allies to drive change, introducing “best practice” EVM to the masses, determining stakeholder incentives, the efficiencies of standard EVM work practices, importance of process clarity, and defining meaningful performance measures. As AREVA began rolling out the EVMS on the initial project, the focus and concern was around enterprise EVMS software selection and installation. In retrospect, and when considering future rollouts, software selection and installation should be considered subordinate to process clarity when implementing EVMS best practice and a thorough change management plan.

Walt Lipke Day 3 Speaker ABSTRACT OF PRESENTATION Earned Schedule - Ten Years After Earned Schedule (ES), an extension to Earned Value Management, began with The Measurable News publication of “Schedule Is Different, ” in March 2003. From the time of the public’s first view of ES, its propagation and uptake around the world has been extraordinary. The methods derived from the ES measure provide considerable capability to project managers for analysis of schedule performance. The presentation will cover the 10 years of Earned Schedule describing its capabilities and challenges, progressing through the significant extensions, to present status. BIOGRAPHY OF PRESENTER Walt Lipke, PMI Oklahoma City Chapter Phone: (405) 364 -1594 Email: waltlipke@cox. net Walt Lipke retired in 2005 as deputy chief of the Software Division at Tinker Air Force Base. He has over 35 years of experience in the development, maintenance, and management of software for automated testing of avionics. During his tenure, the division achieved several software process improvement milestones, including the coveted SEI/IEEE award for Software Process Achievement. Mr. Lipke has published several articles and presented at conferences, internationally, on the benefits of software process improvement and the application of earned value management and statistical methods to software projects. He is the creator of the technique Earned Schedule, which extracts schedule information from earned value data. Mr. Lipke is a graduate of the USA Do. D course for Program Managers. He is a professional engineer with a master’s degree in physics, and is a member of the physics honor society, Sigma Pi Sigma ( ). Lipke achieved distinguished academic honors with the selection to Phi Kappa Phi ( ). During 2007 Mr. Lipke received the PMI Metrics Specific Interest Group Scholar Award. Also in 2007, he received the PMI Eric Jenett Award for Project Management Excellence for his leadership role and contribution to project management resulting from his creation of the Earned Schedule method. Mr. Lipke was selected for the 2010 Who’s Who in the World.

Lisa Wolf Pre-Conference Workshop The College of Performance Management is pleased to present a world-class, hands-on, workshop on EVMS surveillance to be conducted the afternoon before the EVM World Conference begins: The Teaming Approach to EVMS Surveillance: What’s in it for We? Waldorf Astoria Naples • Tuesday, May 28, 1 -5 PM Leadership in project management requires the ability to adapt and survive in the current economic circumstances. An added challenge is the fiscal climate in the United States, which has resulted in significant cuts to spending across all Government agencies. This 4 -hour course will discuss the trials and tribulations of defying the confrontational “battleground approach” to EVMS surveillance with methods that work in a cost-effective and efficient way. We will explore real-world (redacted) examples of Integrated Program Management Report (IPMR) submittals that provide leading indicators and insights into project management process and EVMS health. Attendees will leave with practical templates, tips, and tricks for surveillance behaviors, planning, execution, and monitoring and controlling. About Lisa Wolf, PMP, EVP Lisa Wolf is the Earned Value Management (EVM) Focal Point for Booz Allen Hamilton. In this role, Lisa is responsible for ensuring the proper deployment of the DCMA-validated Earned Value Management System (EVMS) through training, proposal support, Integrated Baseline Review (IBRs), Internal Surveillance Reviews (ISRs), and Joint Surveillance Reviews (JSRs). Lisa’s wide range of diverse EVM experience as a practitioner has been in RDT&E, Production, Deployment, Software Development, and IT support services projects of varying contract sizes and types with myriad clients. Lisa is a frequent speaker and trainer of Earned Value Project Management (EVPM) topics, including courses and presentations in Alexandria, Egypt, Melbourne and Sydney, Australia, and throughout the United States. She has served as a guest lecturer for graduate students at Bowie State University in Maryland, as well as a course developer and leader for the American Management Association. Lisa has been certified by the Association for Advancement of Cost Engineering International (AACEI) as an Earned Value Professional (EVP) and by the PMI as a Project Management Professional (PMP).

Principles of Project Management Pre-Session David Radkovich * Free Session – Principles of Project Management – 1: 00 – 4: 00 PM – Banyan I & II CPM has begun a Professional Education Program (PEP) improvement initiative. Part of that initiative is to restructure the 100 Series Sessions to emphasize the basics of Earned Value Management. We recognize that good, solid project management is the foundation of a good Earned Value Management system. And, that is why we are offering this FREE SESSION on the Principles of Project Management on May 28 th at EVM World 2013! This three hour session will serve as a foundation to understand Project Management and the Project Management Institute’s (PMI) Project Management Body of Knowledge (PMBOK)®. We will describe the relationship between Earned Value Management and Project Management and give examples of how Earned Value can assist you in managing project decisions.

EVM WORLD 2013 Technical Program Schedule* (Naples, Florida – May 29 -May 31, 2013) Wednesday, May 29 – MORNING Continental Breakfast – 7: 00 AM – 8: 00 AM – Foyer and Exhibit Hall – Sponsored by Humphreys & Associates General Session – Royal Palm Ballroom IV 8: 00 AM Keynote Presentation - Governor Howard Dean – “Less Politics, More Results” Room Time Coordinator(s)/D ean(s) Acacia IV-VI Topical Workshop Royal Palm IV Govt Track Buddy Everage Melissa Smith/ Barry Schuler Royal Palm I Training Seminars (Principles of Earned Value Management) Kathy Evans Bill Altman/ Barbara Phillips Royal Palm III Training Seminars (Principles of Schedule Management) Harry Sparrow/ Tommy Roop Royal Palm II Training Seminars (Scope and Organization Management) Royal Palm VI Training Seminars (Principles of EV Metrics and Analysis) Kim Hunter * Please see the Schedule Summary for Other Conference Events Royal Palm VII Training Seminars (Execution and Controlling) Royal Palm VIII Training Seminars (EVM Applications) Mark Troisi Eleanor Haupt/ Lloyd Carter

EVM WORLD 2013 Technical Program Schedule* (Naples, Florida – May 29 – May 31, 2013) Wednesday, May 29 – AFTERNOON

EVM WORLD 2013 Technical Program Schedule* (Naples, Florida – May 29 – May 31, 2013) Thursday, May 30 – MORNING Continental Breakfast – 7: 00 AM – 8: 00 AM – Foyer and Exhibit Hall – Sponsored by General Session – Royal Palm Ballroom IV Keynote Presentation - Russell Matney, Areva Corporation Room Time 09: 15 10: 30 11: 00 12: 15 Royal Palm IV Govt Track Acacia IV-VI Topical Workshops WS-03 GT-03 An Update on Empowering NASA’s EVM the CAM or no Implementation more EVMS Jerald G. Kerby Dave Draper GT-04 Civil Agency Industry Working Group (CAIWG) Updated Activities Jerald Kerby WS-04 EVMS in 2020 Andrew Dorsey/ Tom Polen Royal Palm II Training Seminars Royal Palm III Training Seminars Royal Palm VII Training Seminars CPM-100 -C CPM-200 -C EVM Guidelines Technical (Part 1) Performance Tony Finefield Measures Glen Alleman CPM-300 -C Schedule Updates and Analysis Michael Breuker CPM-400 -C Planning Work Performance with EVM Gary Humphreys CPM-500 -C Variance Analysis Part 2 Daniel Lynch Royal Palm I Training Seminars Refreshment Break – Visit our Exhibitors 10: 30 -11: 00 AM CPM-100 -D CPM-200 -D CPM-300 -D EVM Guidelines Establishing Managing with (Part 2) the Control Schedules Tony Finefield Account and Structure, Recovering Authorizing & Michael Controlling Breuker Work Tracie Thompson CPM-400 -D Integrating Risk Into the PMB Gary Troop Lunch – Vista –Sponsored by Safran 12: 15 -1: 15 pm * Please see the Schedule Summary for Other Conference Events CPM-500 -D Reporting and Controlling Project Performance Daniel Lynch Royal Palm VIII Training Seminars CPM-600 -CC Scaling EVM for Size, Risk & Contract Type Lloyd Carter/ Eleanor Haupt CPM-600 -CD Incorporating EVM into the Corporate Structure and Culture Lloyd Carter/ Eleanor Haupt

EVM WORLD 2013 Technical Program Schedule* (Naples, Florida – May 29 – May 31, 2013) Thursday, May 30 – AFTERNOON Room Time Coordinator( s)/Dean(s) 01: 30 02: 15 02: 30 03: 15 03: 45 04: 30 Acacia IV-VI Practice Symposia/ Earned Schedule Royal Palm IV Practice Symposia/ AGILE + EVMS Walt Lipke Ray Stratton ES-04 Implementation of ES in Defense Acquisition Programs Capt K. Cumrine USAF AGILE-04 Integrating Agile on EVMS Programs Glen Alleman ES-05 Time Forecasting using EVThe European Experience With Earned Schedule Stephan Vandevoorde AGILE-05 Federal Implementation and Support for Agile Pete Zafros ES-06 An Analytical Utility for Earned Value and Earned Schedule Management Gary Richardson, Ph. D, PMP AGILE-06 EVM and Agile Track Wrap-Up Workshop Panel Moderator Ray Stratton: Dalessio/ Terbush/ Villagomez/ Breen/Alleman/Z afros Royal Palm II Practice Symposia Kym Henderson PS-04 EVM for the Rest of Us Christen Bergerud PS-05 A New Project Management Approach Based on Results and Earned Value Williams Chirinos Royal Palm VI Practice Symposia Royal Palm VII Practice Symposia Royal Palm III Tools Track Royal Palm VIII Tools Track Kym Henderson Gaile Argiro PS-10 Integrated Project Logs – Innovations from Across the Pond Luis C Contreras PS-16 The Challenge of Applying Validated EVMS on Service Type Projects Gregg M Hughes, PMP TT-04 Automating the EVM Process PROBO DATA, Patrick Dill TT-10 Latest DCMA 14 Point Assessment Tools for. Project Technology Glenn Gallop PS-11 Management Reserve and Program Contingency Robert Loop, CPA, EVP PS-17 IMP as a Communication Tool Ron Terbush/ Joy Villagomez TT-05 Improving the Quality of Your EVM Data STEELRAY SOFTWARE, Brian Leach TT-11 EVMax- Introduction Workflow Customazation Proj. Stream Tom Shanahan Refreshment Break 3: 15 -3: 45 pm PS-06 PS-12 PS-18 Program Cost EVM as an Applied Physics Projections – Integrating Laboratory’s A Forward Program Earned Value Focus Management Tool Management Jason Wade Joseph Houser System and it’s Implementation and use on NASA Missions Howard J. Hunter TT-06 EVMS – Technical Evolution in a Changing Environment INTEGRATED MANAGE-MENT CONCEPTS, M. Tillema/Pw. C, David Bates

EVM WORLD 2013 Technical Program Schedule* (Naples, Florida – May 29 – May 31, 2013) Continental Breakfast – 7: 00 AM – 8: 00 AM – Foyer and Exhibit Hall – Sponsored by Friday, May 31 – MORNING

Certificate Testing 12: 30 – 4: 00 Certificate Testing on the Six Core Training Courses – Orchid Room Director of Testing: Bob Loop Principles of Earned Value Management Scope & Organization Management Principles of Schedule Management EVM Metrics and Analysis Execution and Controlling Project Management Integration A maximum of three tests may be taken during this examination session

EVM World Registration

THANK YOU TO OUR EXHIBITORS • AACE International: Booth 9 • Acumen: Booth 20 • ARES Project Management: Booth 12 (Tools Track 03 -Wed. 3: 45) • BCF Solutions: Booth 3 • CBT Workshop: Booth 17 (Tools Track 02 -Wed. 2: 30) • College of Performance Management: Booth 7 • Deltek: Booth 1 (Conference Sponsor) (Tools Track 01 -Wed. 1: 30) • Eco. Sys: Booth 19 • for. Project Technology (Bronze Sponsor) Booth 2 (Tools Track 09 – Wed. 3: 45 & Tools Track 10 -Thurs. 1: 30) • Friedrich, Klatt & Assoc. Booth 23 • The George Washington University: Booth 22

Humphreys & Assoc. : Booth 13&14 (Silver Sponsor) Inexertus, Inc. : Booth 16 Integrated Management Concepts: Booth 11 (Tools Track 06 -Thurs. 3: 45 MCR, LLC: Booth 25 (Tools Track 07 -Wed. 1: 30) Oracle: Booth 24 (Tools Track 08 -Wed. 2: 30) Price. Waterhouse. Cooper (Pw. C): Booth 21 Proj. Stream: Booth 4 (Tools Track 11 -Thurs. 2: 30) Safran NA: Booth 15 (Gold Sponsor) SM&A: Booth 10 Steelray Software: Booth 18 (Tools Track 05 -Thurs. 2: 30)

THANK YOU TO OUR SPONSORS ARES Software (Tools Track 03 -Wed. 3: 45) Deltek (Conference Sponsor) (Tools Track 01 -Wed. 1: 30) for. Project Technology (Tools Track 09 -Wed. 3: 45 & Tools Track 10 -Thurs. 1: 30) Humphreys & Assoc. (Silver Sponsor) (Key Logo) Integrated Management Concepts (Tools Track 06 -Thurs. 3: 45) MCR, LLC (Tools Track 07 -Wed. 1: 30) Oracle (Tools Track 08 -Wed. 2: 30) Price. Waterhouse. Cooper (Pw. C) (Hot Pretzels) Probo. Data (Tools Track 04 -Thurs. 1: 30) Proj. Stream (Tools Track 11 -Thurs. 2: 30) Safran North America (Gold Sponsor) Steelray Software (Badge Holder) (Tools Track 05 -Thurs. 2: 30) Tecolote Research, Inc. (CD Sponsor) The CBT Workshop (Tools Track 02 -Wed. 2: 30)

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