Chapter Meeting

David Aubuchon, IBM Global Services
Carol Fischer, Missouri Department of Revenue
Bill Keithley, Shelter Insurance Companies
Bill Perkins, Missouri Department of Revenue

VIEW FROM THE TOP: HOW PROJECT MANAGERS CAN HELP FULFILL THE ORGANIZATION'S MISSION


When: May 13, 2004
5:00-7:15 p.m.

Where: Summit Lake Winery
Upstairs Meeting Room
1707 South Summit Drive
Holts Summit, MO 65043-2100
(573) 896-9966
Directions to Summit Lake Winery
Cost: Cost is $16.00.

Please RSVP to pmivpfinance@pmimidmo.org. Anyone with special dietary needs may call Karen Alexander at 573-635-9979 or send an email to pmivpprograms@pmimidmo.org.
Menu: Antipasto Tray
Chicken Wings in Raspberry Sauce
Swedish Meatballs
Seasonal Fruit Tray
Fresh Veggies w/Dip
Gourmet Dessert Bars
Coffee, Water, and Tea
Agenda:
5:00 Social
6:00 Program
7:00 Business Meeting
7:15 Adjourn

About the Program:

View From the Top:
How Project Managers Can Help Executives Fulfill the Organization's Mission

Introductions & Bio for each Speaker (5 min.)
Note the following objectives:

  • How does each executive sees his or her own role and mission within the organization?
  • How can project managers (PMs) best help the executive fulfill his or her mission within the organization?

    Speaker Presentations (8 min. per speaker)
    Each executive will address the following questions:

  • Does the job title 'project manager' exist in your organization? If not, what job titles serve as project managers in your organization?
  • Do 'project leaders' exist in your organization?
  • If applicable, what is the difference between a project leader and a project manager role/job title?
  • Define the 'project manager' role in your organization. Full-time? Part-time?
  • Provide an example of a project where the PM helped you and the project succeed in fulfilling the organizational goals. What specific behaviors of the PM contributed to this success?
  • Provide an example of a project where there was no strong PM or PM role. How could a good PM have helped you and the project succeed in fulfilling the organizational goals?

    Do's and Don'ts (5 min. per speaker)

  • What skills should a PM always demonstrate when working with you?
  • How should a PM interact with other management/supervisory staff within your organization?
  • How should a PM interact with other staff within your organization?
  • What desirable or not so desirable PM behaviors have you observed?

    Questions and Closing Remarks (8 min.)

    Moderator: Karen Alexander
    Timekeeper/Facilitator: Ron Parker


    Speaker Biographies

    David Aubuchon
    IBM Global Services

    Dave is a business development leader within the Integrated Technology Services group. He has served as Competency Leader, Principal, Sales Manager, and Sales Specialist for the past 10 years, working with IBM clients throughout the Midwest and Western United States. Within Integrated Technology Services, Dave is responsible for creating, developing, selling, and delivering infrastructure-related service engagements to address client's technical, process, and business requirements. He currently leads a team of 12 principals focusing on IBM Small and Medium Business customers ( typically less than 1000 employees) throughout the Midwestern and Western US. Prior to this role, Dave served Mid-Missouri IBM customers as a Client Representative for 7 years.

    Dave's hometown is Festus, Missouri. He and his wife, Anne, live in Lee's Summit, Missouri with their son, Colin. Dave received an undergraduate degree in Mechanical Engineering from the University of Missouri-Rolla.

    Carol Fischer
    Director of Revenue
    Missouri Department of Revenue

    Carol Russell Fischer assumed the responsibilities of the Director of the Missouri Department of Revenue on January 9, 2001. The department is the central collection agency for all state revenues and is responsible for collecting taxes, registering motor vehicles and marine craft, and licensing drivers.

    Ms. Fischer previously held positions of Director and Deputy Director of the Division of Taxation and Collection, Deputy Director of the Division of Motor Vehicle and Driver's Licensing, and Administrator of the Motor Vehicle Bureau. Ms. Fischer is a Certified Public Accountant and a member of the Association of Government Accountants and the Missouri Society of Certified Public Accountants. Since becoming Director of Revenue, Ms. Fischer has been elected to the positions of Vice Chair and Treasurer of the Multi-state Tax Commission and President of the Midwest States Association of Tax Administrators.

    Bill Keithley
    Vice-President, Information Services
    Shelter Insurance Companies

    Bill Keithley has worked at Shelter Insurance Companies for 38 years and has been Vice-President of Information Services since 1997. He is a native of Columbia, graduate of Columbia College, and holds professional designations including CPCU and CCP.

    Bill and his wife Bonnie have been married for 35 years and have three children, Adam, Rachel, Catherine, and two grandchildren, Alexis and Madison. Bill's hobbies are gardening and fly-fishing.

    Bill Perkins
    Deputy Director of Revenue
    Missouri Department of Revenue

    Bill Perkins has served as the Deputy Director of the Missouri Department of Revenue for three years. He was the department's Chief Information Officer for three years prior to assuming his current duties. Bill came to the Missouri Department of Revenue following retirement from the United States Air Force where he had nearly thirty years of experience in a variety of assignments primarily in the space and intercontinental ballistic missile career fields.

    Bill's hometown is Carbondale, Illinois. He received an undergraduate degree in Business Administration from Southern Illinois University in Carbondale, Illinois and a Masters of Business Administration in Industrial Management from the University of Missouri. Bill is a certified project manager for Missouri.