Newsletter

February 2019 Print

Across The Board: PMI SFBAC OUTREACH PROGRAMS AND LEADERSHIP

As our Chapter continues to grow, we remain committed to our members-owners reaching the next generation leaders through our Academic Outreach program and the highly qualified people who have served the country through our Military Outreach program. We also commit to continue to learn from our PMI community and apply leadership providing continuous value to our members.

The mission of PMI SFBAC Academic Outreach program is to advance the practice and profession of project management by providing programs, resources, and support to academic institutions in the San Francisco Bay Area. Our Vision is to focus on those institutions that have demonstrated an interest in project management tools, methodologies, and practices.

During the past three years, Nathan Mellin serving as CEO, now President of the Board for our Chapter, Dina Tasiou as Academic Outreach program leader serving also as Secretary of the Board, and other Chapter leaders have been working with our volunteers to partner with Golden Gate University, UC Berkeley Extension, San Francisco State University, DeVry University, College of San Mateo and Charter schools to provide training and ensure that the student body is informed of the project management discipline and the career opportunities available as a profession.

We demonstrate how PMI SFBAC can help be a resource during the transition from students to volunteers to working professionals while expanding their network and earning PMI certifications. Many students work with us as volunteers in several operational roles, they learn in a safe and fun environment, meet many people from different backgrounds and industries, enhance their technical and leadership skills while serving our community. In addition, our Chapter is one of the few PMI Chapters in the country that has given the opportunity to Next Generation Leaders to take over strategic roles serving as members of our Board, learn our Policy Governance model and practice leadership early on in their professional journey.

The PMI SFBAC Military Outreach program was embraced by many veterans who were interested to learn how to apply their skills in the project management profession, learn new skills, network, and be involved in our community.  Sean Williams, our Chapter’s Military Outreach director, runs a monthly roundtable for military veterans and their families who are interested in pursuing a career in project management. The goal of these meetings and our outreach is to introduce the military community to project management professionals in the Chapter and to provide information about the project management profession and related work in the Bay Area. 

The military community and anyone who supports our transitioning military service members are welcome to attend the roundtable. They can register at: https://pmisfbac.org/Military_Roundtable

Last, but not least, we are proud to announce that our Chapter will host the PMI 2019 REGION 7 LEADERSHIP SUMMIT, a 3-day event, March 14 through 16 in San Francisco, for PMI leader-participants to develop their leadership skills, network and support the building and growing of 18 PMI chapters across Region 7, which includes the states of California, Nevada, Hawaii, Arizona and New Mexico. The ultimate goal is to continuously improve in serving our members, update our strategy and create new programs that are aligned with their needs and the latest trends of the profession.

We would like to thank our sponsors for supporting this great event!

 

Executive Sponsor:

****************************************************************

Premium Sponsors:

   

  

  

******************************************************************

Friend & In Kind Sponsors:

 

________________________________________________________________________________________________________________________________________________________________________________________________________________

Nathan Mellin, has served PMI SF Bay Area Chapter as CEO where he successfully implemented new and improved software for the Chapter to improve the customer experience and streamline operations, as well as facilitated the initialization of the Academic Outreach (also referred to as the Next Generation Leaders (NGL) program) and the Military Outreach efforts, and now serves as President of the Board.  Currently, Nathan is a Project Manager and Vendor Manager for Consumer Banking at Wells Fargo supporting and driving innovation for ATMs, Branches and the services supporting this large community of the customer facing pillar of one of the largest financial institutions.

email: nathan.mellin@pmisfbac.org

 

 

Dina Tasiou, serves PMI SF Bay Area Chapter as Academic Outreach Leader and Secretary of the Board. She is a seasoned program manager, designs and runs programs working with global teams, driving change as an authentic, high impact leader. She applies her passion to meaningfully connect and provide value into programs success realization.  

email: dina.tasiou@pmisfbac.org

 

 

Sean Williams, serves PMI SF Bay Area Chapter as Military Outreach Director. Sean has completed his service with the U.S. Army as an ROTC director at SF State University and has made the transition after earning his PMP to a full time Project Manager at Workday.  Sean has led the Military Outreach with PMI SFBAC by embracing challenges and diversity, making this program a distinguished part of the Chapter’s offerings to the project management community and those outside needing our support.

email: militarydirector@pmisfbac.org

 

 

 

Back to top

We Need Volunteers At Region 7 Conference

If you are looking to get involved with PMI-SFBAC, there is no better opportunity than representing your Chapter as we host PMI members from California, Nevada, Hawaii, Arizona and New Mexico.

We need several volunteers for the fast approaching Region 7 Leadership Conference, Friday, March 15 and Saturday, March 16.

The benefits:

  • Attending insightful conference learning sessions with sought-after facilitators and presenters
  • Earning PDUs
  • Great networking opportunities within the Chapter and the larger PMI community

 

Please contact me for more information at dirvolunteermgmt@pmisfbac.org.

Thank You!

Michael McMorrow

Director, Volunteer Management

Back to top

Sponsorship Volunteers Needed For Region 7

Dear PMI San Francisco Bay Area Chapter Members:

In preparation for our Region 7 Conference in March at the Hyatt Regency Hotel in San Francisco, we are calling for volunteers to serve on our Sponsorship Committee. Our goal is to raise $40,000 in corporate sponsorship support and we're half way there. For this final push, we need your help for the next 2 months.

As a member of the Sponsorship Committee, you will:

-Research/Manage a portfolio of 12 to 15 potential corporate sponsors

-Commit to sending introduction emails, follow-up emails, submitting required paperwork, making phone calls & building strong relationships with corporate representatives in your portfolio.

-Track your outreach in a shared Sponsorship Outreach file located in Google Docs.

-Participate in 30-minute weekly check-in calls.

-HAVE FUN and support each other along the way!

-Attend an in-person, post-event Sponsorship Celebration & Debrief Session. (Date: TBD)

TIME COMMITMENT:  4 to 5 hours per month; over 2 months.

Back to top

OPEN POSITION

FINANCE DIRECTOR

Responsible for budget planning and financial reporting; supports the executive management team by offering insights and financial advice that will allow them to make the best business decisions for the Chapter (PMI-SFBAC).

Duties and responsibilities

  • Collecting, interpreting and reviewing financial information
  • Reconciling general ledger accounts such as cash and bank balances
  • Reporting to management and stakeholders, and providing advice on how the Chapter and future business decisions might be impacted
  • Producing financial reports related to budgets, payments, collections, expenses, etc.
  • Developing long-term business plans
  • Reviewing, monitoring and managing budgets, operational activities and financial reports

 

Required Qualification:

  • A BA/BS degree or higher in one of the following fields: Accounting, Finance, Economics, Mathematics, Business Administration or Business Management

 

Desired Qualifications:

  • Strong analytical skills
  • Effective negotiation skills and ability to develop strong working relationships
  • Good communication skills – both written and verbal
  • Attention to detail and desire to probe further into data
  • Ability to work under time constraints and meet deadlines
  • Knowledge of QuickBooks Online a plus

 

If you are interested or have any questions about this position, please contact Zenaida Alejandrino at cfo@pmisfbac.org

.

Back to top

Got Input?

Have an idea or feedback? Want to write an article for PDU credit? Need to promote a chapter event?

Contact us at newsletter@pmisfbac.org.

Back to top