Project Risk Management  June 15h, 2017

Project Management Monthly Breakfast Meetings

Every first Tuesday of the Month at 7AM

Location: Bay Park Hotel, 1425 Munras Avenue, Monterey CA

Each breakfast meeting is 1 Strategic and Business Management PDU


Managing Complex Projects in Government: Changes to a Major Project & Downstream  May 18, 2017

Excel Intermediate / Advance class April 29, 2017

PMI-Monterey Bay Annual Membership Meeting March 23, 2017

Granite Construction Crazy Horse overpass  Feb 16, 2017 

Agile and Lean Foundations for “Traditional” Project Managers  April 20, 2017

MS Project Advanced Hands-On Scheduling : Jan 21, 2017

Portfolio Reporting Deep Dive:  Validity Amongst The Noise : Jan 19, 2017

PMI-Monterey Bay Annual Holiday Party: Dec 8, 2016

Carmel International Film Festival :November 2016 -Valarie Schad and Joe Vargo 

“Can agile and waterfall methodologies be friends?”: October 2016

Round and Round on the Roundabout: September 2016-The Holman Highway 68 Project-Grant Leonard, Transportation Planner with TAMC and Rich Deal, Traffic Engineer for the City of Monterey

MS Project Foundations of Scheduling September 10, 2016

A Classroom Approach to Project Management at CSUMB: Dr. Shwadhin Sharma, Ph.D

“Career Night” PMI colleagues for face time with HR representatives from the following local companies:

Pebble Beach Company – Hayley McCraney

Capital Insurance Group – John Halberstadt

West Marine – Gina Volpe

Community Hospital of the Monterey Peninsula – Greg Smorzewski

Monterey Bay Aquarium – Jayme Case

Granite Construction – Tim Gruber

The panel will answers one or more of the following questions:

-What is the business and culture of your company?

What are the top two or three attributes you look for in candidates?

What are some questions you ask during an interview?

What are the project manager positions in your company?

The panel members will highlight the hiring practices of their company and what attributes they look for in candidates.

The meeting is 1.5 Leadership Professional Development Units.

6:30 PM to 7:00 PM – Networking, complimentary appetizers and no-host cocktails
7:00 PM to 8:00 PM – Panel Presentation

“Building Prosperous and Sustainable Communities”

Creating a prosperous and sustainable community requires state, county and city leaders to identify the strategies that allow the community to reach its goals and vision toward improving and enhancing the economy and quality of life for the community. These leaders are responsible for the implementation of many of the strategies, often coordinating the work of multiple stakeholders and interests across a wide variety of disciplines and industries. Mr. Yount will show our project managers two key efforts in our immediate area:  1) how he was able to create an award winning strategic development center to significantly redevelop and position our community for future growth opportunity in its recovery from the closure of Fort Ord, including the creation of more than $70 million in general fund operating and capital revenues and over 2,000 permanent and 1,000 temporary construction jobs; 2) He will also describe the award winning economic development strategic effort for the City of Salinas, a 35 year prosperity strategy focused on jobs, safety and health of the community.

Over the last 30 years, Mr. Yount has served public and private agencies throughout California in leadership positions such as City Manager, Development Director, Principal and Senior Consultant.  Mr. Yount has experience in the negotiation, entitlement and development of complex real estate projects including base reuse and redevelopment in two California communities, and in the preparation and implementation of economic development strategies. Additionally, Mr. Yount keeps current on strategic management and economic development theory and practice through his position as Faculty at California State University Monterey Bay, College of Business and previously, with the Masters in Public Policy program connected to the Panetta Institute.

Education: Master’s in Public Policy, University of Michigan; BA in Political Science, UCSB

Currently teaching BUS 310: Entrepreneurship at CSUMB

Mr. Yount also is a current board member of the United Way, Monterey County, and the Monterey Peninsula Chamber of Commerce

This meeting is 1.5 Business and Strategic Professional Development Units.

May 19, 2016

Bay Park Hotel

Deby Covey PMI Region 7 Mentor

April 21 2016

6:30PM to 8PM

Deby Covey, MBA PMP CSM will speak to our membership about the 2015 Continuing Certification Requirements (CCR) Program Updates. Our members have many questions about these changes that began December 1, 2015.

She will also share her role and experience as a mentor.

Deby has been an active member and volunteer at the Project Management Institute (PMI) since 2007, starting as VP of Finance in 2009, VP of Strategy in 2012, and President of PMI-LA chapter in 2013. She served as Region 7 Finance Advisor in 2014, and was a shadow mentor in 2015. For 2016-2018 she will be serving as Region 7 Mentor, representing 18 chapters in California, Nevada, Arizona, New Mexico and Hawaii!

Professionally, Deby works for Opentext/GXS (25+ years) and is currently the Technical Support Manager, Certificate Management. She has a staff of 20 direct and indirect reports. Her team is responsible for the renewals of internal and client facing certificates for the Cloud Support Services Division.

This meeting is 1.5 Leadership PDU.

6:30 PM to 7:00 PM – Mixing, dinner and cocktails from the restaurant’s menu (optional).
7:00 PM to 8:00 PM – Speaker

PMI-Monterey Bay Annual Membership Meeting

Thursday, March 17, 2016

  • 6:30 PM

Please join us on March 17th for the PMI-Monterey Bay Chapter Annual members meeting.

There will be a presenation by the chapter President Mary Towne, VP of Finance Theresa McTighe and VP of Membership Gail Farmer-Anderson that will cover highlights of our PMI-MBay chapter and a discussion of ideas the board of directors would like to share with the membership.

The board will discuss board positions and begin the recruitment for the upcoming fiscal year that starts in July. We will also solicit presentation topics for the monthly evening presentations and for weekend courses. This will be your chance to influence how you want our chapter to contribute to advancing your skills.

We look forward to the PMI-MBay members joining us for the annual meeting.

Follow the Money
Scope, Time and Cost – Managing the “cost” of the Triple Constraint

Thursday, February 18, 2016

Mary Jo Zenk will show our members how to create a successful government budget. Do you know how your city spends your taxes?  Do you agree with the choices made?  Can you do anything about it? She will use examples of the budget process from her own experience as a consultant for public agencies.  There are many factors cities need to consider when determining how to spend local tax payers dollars from what services are offered, when to include the community and how budgets follow the city’s strategic plan. The examples she will share will be from the cities of Pacific Grove, Monterey and Carmel-by-the-Sea.

Mary Jo Zenk is a senior executive with a CPA and Master’s degree and over 25 years of experience in managing complex operations including all aspects of project management, finance, human resources, procurement, informational technology and operational programs.

As Program Manager of the Institute for Innovation & Economic Development (iiED) at CSUMB, she coordinates workshops, speaker series, competitions, and conferences that foster innovation, entrepreneurship and economic development on campus and in the local region. She also teaches graduate and undergraduate level courses in public and non-profit finance and management and consults in the areas of government budgeting and community, housing and economic development programs.


Scope Creep: The Good, the Bad and the Ugly

Thursday, January 21, 2016

6:30 PM


Requirements are the first step to building a mutually beneficial collaboration among project stakeholders. Mr. Dirks will show how to create requirements for a successful project.

Ken Dirks has over 25 years of project management, business management and leadership experience in a number of positions including the US Army and US Coast Guard. During his time in the military he was a Personal Security Manager for the United Nations,  software Project Manager, Web Services Program Manager, Customer Support Branch Chief and Information Technology Division Chief.

Ken holds a B.S. in Computer Science from LSU, a M.S in Quality Systems Management from the National Graduate School, and a M.S in Telecommunications from the university of Maryland University College.

His accomplishments include being named as a rising star for Federal IT Project Management by Federal Computer Weekly (FCW), and runner up for the Armed Forces Engineer of the year. His certifications include a Black Belt in Lean Six Sigma, Information Technology Infrastructure Library (ITIL) v3 and Level II Contract Officer Representative (COR).

PMI-Monterey Bay Annual Holiday Party

Wednesday, December 9, 2015

5:30PM to 8:30PM

Montrio Bistro

414 Calle Principal, Monterey, CA (map)

Come join the PMI-Monterey Bay Chapter for our annual Holiday party at Montrio Bistro.

A great opportunity to mingle with your fellow Project Managers, network and enjoy yourself.

This event will be a cash bar with appetizers and dessert.

Please RSVP here on Meetup before December 6, 2015.

Leadership + Positive Mental Attitude = Success

Thursday, November 19, 2015

6:30 PM

Bay Park Hotel

1425 Munras Avenue, Monterey, CA (map)

Positive Mental Attitude (PMA) is the single ingredient that separates average Leaders from great Leaders. It is the key element in life that we need to make anything possible or make a negative person, Team, situation, event, task or project better and successful.

Joshua Szarek is a VP of Operations at Sound Physicians. He believes in his “3-pillars for successful organizations” concept (Leadership, Education and Communication) and has employed them in all positions/aspects of his life. He has been fortunate to travel the world and visit 49 states and 34 countries during his career in corporate America and military service in Special Operations. He has earned an MBA in Marketing and Finance, Bachelors in Mechanical Engineering and Business, Six Sigma Black Belt and PMP. He is also a proud Eagle Scout and scout leader with multiple troops.

Joshua teaches Leadership + Positive Mental Attitude = Success as a course around the country for businesses and universities.

Leadership Institute Meeting 2015

Thursday, October 15, 2015

6:30 PM

Bay Park Hotel

1425 Munras Avenue, Monterey, CA

 The Leadership Institute Meeting will be held in Orlando, Florida on the weekend of October 8 -10. It promises to be filled with big opportunities for learning, networking and getting that essential bird’s-eye view of what PMI has to offer their members. The president of each chapter attends as the guest of PMI International.

Mary Towne will attend and report conference activities and what information the keynote speakers brought to the conference.

Key note addresses:

Chesley B. (Sully) Sullenberger, III

Keynote Address: Preparing for Excellence: Leading Your Team to Success

Jeff Tobe

Keynote Address: Coloring Outside the Lines™: Innovation and Creative Problem Solving

Jason Young

Author, Culturetopia – The Ultimate High Performance Workplace

Keynote Address: Culturetopia: Creating the Ultimate High-Performance Organization


Mary Towne has been an IT project manager for over 30 years and is currently President of the Monterey Bay Chapter.

Strategic Plan & Survey Results for Monterey Bay Chapter

  • Thursday, September 17, 2015

    6:30 PM

    Bay Park Hotel

    1425 Munras Avenue, Monterey, CA (map)

    Simply put, strategic planning determines where an organization is going over the next year or more, how it’s going to get there and how it’ll know if it got there or not. The Board of Directors Monterey Bay Chapter of PMI for the year[masked] devoped a strategic plan for our chapter.

    PMI provides a survey for each chapter to send to its members. The Monterey Bay Chapter participates in the survey each year. The results of 2015 survey will be presented along with the strategic plan. Gail Farmer will present the documented strategic plan and the results of the survey at our September Evening Program Dinner Meeting.

    Gail Farmer-Anderson worked for 18 years at Kaiser Permanente Health Care Program, Northern California Region, as the Regional Cystic Fibrosis Program
    Coordinator.  Upon leaving Kaiser, spent 2 years working at Stanford University as a Social Scientist Research Assistant, Clinical Research Coordinator. Then 5 years at Lucile Packard Children’s Hospital (LPCH) working in the Information Services department, first as the Project Manager for the Web Services team and then as Project Manager for the hospital Phase II Facilities Project.  Gail became a PMP in 2009 and has been VP of Membership for the Monterey Bay Chapter for the past three years.

Aug 20, 2015 – Big Sur International Marathon Event

Speaker: Joe Sweeney

The Big Sur International Marathon is an annual marathon held in California, USA along the Pacific coast. The marathon was established in 1986 and attracts about 4,500 participants annually. Runners in the marathon have 6 hours to run 26.2 miles of Highway 1 from Big Sur to Carmel. Since the marathon was first run, over $2m in grants has been disbursed to charities.

The planning and execution of this international event requires project management skills in many different areas.

Joe Sweeney will discuss how project management skills contribute to the success of this event.

Mr. Sweeney teaches “Fundamentals of Project Management at NPS.”

June 18, 2015 – “Lean Six Sigma”

Speaker: Christine Short

Christine Short is the Director of Nursing Support Services at Community Hospital of the Monterey Peninsula responsible for the Stroke Program, Palliative Medicine Service, Chaplaincy Service and Discharge Follow-Up phone calls. Her background includes specializing in program development and improvement advisor activities utilizing Lean Six Sigma and continuous quality improvement strategies. Christine led the development for the successfully achieved Joint Commission disease specific certification in stroke, diabetes and palliative care.
Christine’s career includes twelve years as a manager responsible for health plan operations, third-party administrative services, hospital payer contracting and monitoring the impacts of payment structures. She also developed a county-wide outreach program for the uninsured.
After completing a bachelor of science in nursing from California State University, Fresno, she was a traveling nurse in six hospital settings ranging from large teaching facilities to small rural hospitals. Significant graduate work in business administration and managed care followed to further her interests in developing effective and efficient systems of care in the healthcare setting. She is a certified Lean Six Sigma Green Belt.


Trends in Project Management

Please join us on April 23, 2015 for the PMI-Monterey Bay Chapter Annual members meeting. Please note this meeting is later in the month than normal.

What do executives want in their project management practitioners now and in the immediate future? Are you preparing yourself for the next incarnation of the discipline? The world’s industries and practices continue to change and evolve, business leaders want more and differently supportive skills in their practitioners, and you need to stay informed and to keep your skills up to date to remain valuable and relevant.

In this engaging and interactive session, you will learn how the Project Management Institute knows exactly what is changing in the business world and what senior executives desire as new skill sets in their project practitioners. More importantly, you will understand what the current trends are, educate yourself to remain competitive in the marketplace and be more valuable in your companies. Additionally, you will know the sources of all this information that you can pass along to your management teams or your clients.

Tony Appleby has been involved with project, program, portfolio, and governance maturity engagements on six continents, working with the senior leadership and country executives of Fortune 500 / Global 2000 companies, international not-for-profit associations, and governmental entities. He specialises in organizational project management maturity and has assisted numerous organizations with successfully advancing their capabilities and achieving their business objectives. He is a member of numerous professional organizations, serves on the Board of Directors for a manufacturing concern, is the past President of the San Francisco Bay Area Chapter of the Project Management Institute (PMI), and now acts as PMI’s board representative to Southwest North America as its Regional Mentor.

Tony2     Tony1       Tony3


PMI-Monterey Bay Annual Chapter Meeting

Please join us on March 19th for the PMI-Monterey Bay Chapter Annual members meeting.

There will be a presenation by the chapter President Barbara Lang and VP of Membership Gail Farmer-Anderson that will cover highlights of our PMI-MBay chapter and a discussion of ideas the board of directors would like to share with the membership.

We look forward to the PMI-MBay members joining us for the annual meeting.

Engineering without boarders

Speaker: Claudia Galvan

Date: February 19, 2015

Time: 6:30 PM to 8:30 PM

Location: Bay Park Hotel – 1425 Munras Avenue, Monterey, CA

Claudia is an experienced senior manager working at top Fortune 500 companies in Silicon Valley leading end-to-end product internationalization efforts has helped companies expand internationally and meet local customer requirements. Her background includes, building business strategy, designing scalable product architecture, leading global product development and launching products around the world.

Claudia holds a Bachelor of Science in Computer Science from Anahuac, Mexico City a Master of Science in Program and Project Management from, GGU, Monterey, CA. and a Doctor of Education from Drexel University, Sacramento, CA

The topic of Claudia’s presentation will be ‘Engineering without Borders’. Today, most companies development teams are distributed around the world. “Engineering without Borders” has become the norm, distributed teams have a lot of advantages scalability, cost efficiency and diversity. However, global teams also face many challenges including cultural, work and time differences. In this presentation we will discuss effective strategies on building synergies in distributed teams to successfully launch products around the world.

Contingency Planning

Speaker: Gail Farmer-Anderson

Gail Farmer-Anderson worked for 18 years at Kaiser Permanente Health Care Program, Northern California Region, as the Regional Cystic Fibrosis Program
Coordinator. Upon leaving Kaiser, spent 2 years working at Stanford University as a Social Scientist Research Assistant, Clinical Research Coordinator. Then 5 years at Lucile Packard Children’s Hospital (LPCH) working in the Information Services department, first as the Project Manager for the Web Services team and then as Project Manager for the hospital Phase II Facilities Project. Became a PMP in 2009

Along the way, became involved in the LPCH/Stanford Hospital & Clinics Contingency Planning efforts. This means ensuring both hospitals could continue to function should a work stoppage occur as result of any union impasse experienced during contract negotiations. Has been part of the Contingency team for SEIU (service workers) 2009, 2011 and 2014 as well as CRONA (nurse’s union) in 2010 and 2013.

Jan2015DinnerMeeting2  Jan2015DinnerMeeting








Healthcare Project Management

Speaker: Eric LoMonaco

Eric LoMonaco is director of Diagnostic and Interventional Radiology at Community Hospital, a position he has held since 2006. Prior to that, Eric served for four+ years as our assistant director of Radiation Oncology.

Prior to coming to Community Hospital, Eric worked first as a radiologic technologist and then as a radiation therapist at several facilities, including Los Angeles County/USC Medical Center, City of Hope National Medical Center, and the Lowell General Hospital Cancer Center in Massachusetts (the latter as lead radiation therapist). Eric is a certified radiology administrator, a certified radiologic technologist, and a certified radiation therapist who holds a bachelor’s degree in radiologic science from Saint Joseph’s College of Maine. Eric is a former Community Hospital employee of the year top 10 finalist (2004).

Observations on Project Management in DoD Procurements

Speaker: Drew Eramo

Drew Eramo is a project management support contractor at the Defense Manpower Data Center in Seaside, CA, where he provides support for sustainment and continued development of two human resources systems. Previously, Drew was an Acquisition Program Manager for the Air Force where he worked on various programs and project, including the cockpit redesign of the Airborne Warning and Control System (AWACS) and the development of the 3D Expeditionary Long-Range Radar (3DELRR). Drew earned a Bachelor’s of Arts and a Master of Business Administration from Boston College.
Drew’s presentation will be an overview of the procurement process is with the DoD.

Event sponsored by PMI-Monterey Bay

” Int’l Conference on Software Quality and Test Management” logo-SQTM

Project Manager Case study: A Funny Thing Happened on My Way to the Factory

Wayne Goulding
Speaker: Wayne Goulding, PMP President @ PMI Silicon Valley Chapter
Thursday, June 19, 2014
6:30 PM
Bay Park Hotel
1425 Munras Avenue, Monterey, CA

The Art of Program Management in Running a Small Business
Thursday, April 17, 2014
6:30 PM
Bay Park Hotel
1425 Munras Avenue, Monterey, CA
Paul, founder of Advanced Onion, specializes in identity and advanced intelligence, surveillance and reconnaissance technologies in support of the Department of Defense (DOD), Department of Homeland Security and the Intelligence community. He also serves as an advisor to the Defense Manpower Data Center (DMDC) on a variety of operational program support initiatives.

“MS Project Foundation”

“MS Project Advanced Workshop”

Leadership skills for Project Management


Judy Mavroleon has over 30 years of leadership and business management experience in
numerous executive positions such as Chief Administrative Officer (CAO), Director of
Finance, and Director of Human Resources for military training sites and higher education.

Judy has B.A. in Business Administration from California Polytechnic State University, San
Luis Obispo and earned a Masters of Public Administration concentrating on International
Development and Business Consulting from Monterey Institute of International Studies. She co-authored “Antidote for Panic: Managing business continuity projects effectively” and has been a guest speaker at the Project Management Institute (PMI) Congress.

When : Thursday, July 17, 2014 6:30 PM
Where : Bay Park Hotel: 1425 Munras Avenue, Monterey, CA

Topic : Project Management – Contract Management Interface: What Project Managers Need to Know about Contract Management.

Speaker : Dr. Rene Rendon

DR. Rendon

When : Thursday, February 20, 2014 6:30
Where : Bay Park Hotel: 1425 Munras Avenue, Monterey, CA

PMI-ACP® Certification 3-day Boot Camp:

Learn Agile from the leading Agile Coach; Earn PMI certification in 30 days – Guaranteed
This is an intensive course is designed to prepare attendees to apply for and pass the PMI Agile Certified Practitioner (PMI-ACP®) exam.
It also fulfills the requirement of 21 contact hours required to apply for the exam.

Speaker: Anup Deshpande AnupDeshpande-ProfilePic-LowRes

Asilamor Conference Ground
AGENDA: 2/22/2014, 2/23/2014 and 3/1/2014
08:30 AM – 9:00 AM Sign in and Breakfast
09:00 AM – 05:00 PM PMI-ACP® Course
*Lunch is included

Where project and the ITIL framework meet?
Speaker : Mr. Corde Wagner
6:30 PM Jan 16th 2014
Bay Park Hotel Monterey CA

Robust Performance Improvement: Use or Abuse?
Speaker : Lynn Menashian

Thursday, December 19, 2013 6:30 PM
Marina Village Restaurant
215 Reservation Road, Marina, CA

PMI-Monterey Bay -Mixer social event
Thursday November 21, 2013
At: Tarpy’s Roadhouse

A Holistic Approach to Change Management
Thu Sep 19 6:30 PM
Marina Village Restaurant
215 Reservation Road, Marina, CA

Julie L. Mohr is a Principle Research Analyst and Author at She is a passionate organizational change agent providing imaginative insight and dynamic leadership to transform organizations into best practice, customer-focused environments. Julie is a certified Helpdesk Director and certified ITIL® Service Manager/Expert and holds the prestigious GCEIT Certification.VP of Membership for the itSMF LIG in Sacramento, a faculty member with HDI and participated on the HDI Support Center Certification (SCC) standards committee.