August 2017 Print

President's Report

August is when everyone gets ready for back to school and the end of summer. As you move forward with all of your preparations, don’t forget to take time for yourself when rushing back and forth.  Remember that we kick off another PMP prep class in the fall as well as host our annual Professional Development Day. We hope that you plan to attend to earn and/or maintain your credentials.

Please note that one of the items on your to-do list should include voting for the next president and board members for the chapter. Elections open in August and the results will be announced in September.

“Let us raise a standard to which the wise and honest can repair…” President George Washington

As many of you know, I am a lover of history so I thought I would relay some political historical events which occurred in August that feature around our first president, George Washington: 

  • On August 4th in 1753, young George Washington becomes a Master Mason, the highest basic rank in the secret fraternity of Freemasonry. The ceremony was held at the Masonic Lodge No. 4 in Fredericksburg, Virginia. Washington was 21 years old and would soon command his first military operation as a major in the Virginia colonial militia.
  • On August 7th, 1782 in Newburgh, New York, General George Washington, the commander in chief of the Continental Army, creates the “Badge for Military Merit,” a decoration consisting of a purple, heart-shaped piece of silk, edged with a narrow binding of silver, with the word Merit stitched across the face in silver. The badge was to be presented to soldiers for “any singularly meritorious action” and permitted its wearer to pass guards and sentinels without challenge. The honoree’s name and regiment were also to be inscribed in a “Book of Merit.”  It is commonly referred to as the Purple Heart.
  • As the War of 1812 raged on, the British set fire to the White House on August 24, 1814. As British troops gathered in the distance, Dolley Madison decided to abandon the couple’s personal belongings and instead saved a full-length portrait of former president George Washington from desecration.  Unbeknownst to Dolley the portrait was actually a copy of Gilbert Stuart’s original.
  • First Lady Caroline Scott Harrison, wife of President Benjamin Harrison, became the first President General of the Daughters of the American Revolution, kicking off a year-long celebration commemorating 100 years since George Washington was elected president.


“Observe good faith and justice towards all nations. Cultivate peace and harmony with all.” President George Washington

Jennifer Baker

President, PMI Metrolina Chapter

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PMI Metrolina Chapter Election Update

The election for the 2018 - 2020 PMI Metrolina Board of Directors and By-laws change will be open from August 3rd through August 25th.  Only chapter members will be eligible to vote and will receive an email from PMI with a unique login and password to vote. If you have questions or do not receive the email from PMI, please contact

**Please note that this election is for our local officers and not the PMI Global Board of Directors election (which will also be occurring during this time). We encourage you to take the time to participate in both.

The 2018-2020 PMI Metrolina Board of Director nominees are as follows:

Role Candidate
President John Rush, IV, PMP, PMI-PBA
VP Membership Julie Tettmar, PMP
VP Programs Bryan Hall, PMP, PMI-RMP, PMI-PBA
VP Administration & Governance Nealand Lewis, PMP

Please click on this link to read the bios of each candidates.

There will also be a vote to update the by-laws included in the election, see the proposed changes below:


Article V Section 3.  A candidate for a Vice President position must be a current appointed chairperson in Good Standing.  The term of office for Vice Presidents shall be two (2) years.  Vice Presidents are limited to two (2) consecutive terms in the same position and can serve no more than three (3) consecutive terms total as a Vice President on the Board.

*The current by-laws state that in order to serve on the Board of Directors, a member must first serve as a chairperson.


Article V Section 3.  A candidate for a Vice President position must be a current appointed director or chairperson in Good Standing.  The term of office for Vice Presidents shall be two (2) years.  Vice Presidents are limited to two (2) consecutive terms in the same position and can serve no more than three (3) consecutive terms total as a Vice President on the Board.

*The proposed by-laws expand this verbiage to include both directors and chairpersons.

  What is the timeline? 
  July –
Announced slate of Candidates. 
  August – 
  September –
Announcement of results.

Chapter Awards Season is Approaching

The chapter is offering the membership an opportunity to be recognized for their contributions to the career and to the community.  Members can self-nominate or nominate another member.  Each award has a specific form to complete.  Completed forms must be emailed to the addressed provided on the form. Forms must be sent by midnight on the 31st of August.

On September 1st, all applications will be provided to the Emeritus Board (past presidents). The Emeritus Board will review and discuss the applications and select a finalist for each award. Winners for each award will be announced in December.

The Emeritus Board will evaluate each of the nominees in detail.  This may include interviews with the nominee/nominator, or require additional information from the team or recipient.  The Emeritus Board will then evaluate applications based on the following criteria for

Volunteer of the Year Award:

  • Importance of the role assigned to the volunteer
  • Quality of results and outcomes associated with the volunteer (accomplishments),
  • Level of time/commitment that the volunteer put towards the role assigned
  • Degree of volunteer going above/beyond the assigned duties
  • PMI Metrolina Volunteer of the Year Application 


Community Service Project of the Year Award:

  • Importance of the goals laid out for the community service completed
  • Quality of results and outcomes associated with the community service
  • Strength of partnership and degree that teamwork was used to execute the community service
  • PMI Metrolina Community Service of the Year Application


Save the Date! PMI Metrolina's Professional Development Day - September 23, 2017

  • 23 Hours of PDU credits available
  • Discounted tickets for Students and Veterans
  • 5 different Tracks to participate in including the new Community Track!
  • Event Gift Bags with Speaker Book provided
  • Prize drawings held thoughout the event
  • Morning & Lunchtime Keynote Speakers
  • 15+ Vendor Tables
  • Networking Opportunities
  • Register here now as space is limited!

2017 Walk to End Alzheimer's - Charlotte, NC

Alzheimer’s disease is relentless. So are we. Join our Project Minds team for the Alzheimer’s Association Walk to End Alzheimer’s®, the world’s largest event to raise awareness and funds for Alzheimer’s care, support and research.

Project Minds Page

Date: Saturday, October 28, 2017

Registration at 9am 
Ceremony at 10am 
Walk at 10:30am

Route Length: 2.1 Miles, 1.1 Miles, & .25 Miles

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Calendar of Events

Ballantyne Community Meeting
August 1, 2017 (6 PM to 7 PM)
Paul Naso: From Yoga Master to Scrum Master

Gastonia Community Meeting
August 2, 2017 (6:30 PM to 7:30 PM)
Paul Naso: From Yoga Master to Scrum Master

University Community Meeting
August 3, 2017 (6:30 PM to 7:30 PM)
Ta-Tianna Nealy, ITILv3, PMP, PMI-RMP: Risk Management & the RMP Credential

Mooresville Community Meeting
August 3, 2017 (6:30 PM to 7:30 PM)
Jeannine McConnell, PgMP,PMP, BRMP, CBAP, ITILv3, SSGB: Suck Less@Project Management

Asheville Community Meeting
Summer Break!

Fayetteville Community Meeting
August 8, 2017 (5:30 PM to 7 PM)
Ed Cook and Mike DiCicco: PMI Refresher Training - Code of Ethics and Professional Conduct

Jacksonville Community Meeting
August 9, 2017 (6 PM to 7 PM)
Round Table: Program Management Principles in the Workplace

WLKN Community Meeting 
Summer Break!

Uptown Charlotte Community Meeting
August 15, 2017 (5 PM to 7:30 PM)
Jim DePiante: I see what you are saying: How to communicate better visually

Uptown Charlotte Loaves & Fishes - Volunteer Event
August 17, 2017 (5 PM to 7 PM)
Sip & Sort

Cabarrus County Community Meeting
August 17, 2017 (6 PM to 7PM)
Louise Carter: Chakras and Emotion Code - Releasing Negative Energy

Wilmington Community Meeting
August 22, 2017 (6 PM to 7PM)
Networking Happy Hour

Huntersville Community Meeting
August 28, 2017 (6 PM to 7 PM)
Primal Brewery: Planning for the Brew

Hickory Community Meeting
Summer Break!

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PDU and Educational Opportunities from our Partners

Below you will find links to upcoming PDU and educational opportunities that are offered by our partners. Many of these partners offer discounts to PMI Metrolina Chapter members and participants. Please visit the Educational Opportunities page on the chapter website for discount codes and offers that might apply to the courses listed below.  

Catawba Valley Community College: 
• Full Course Offerings

Coastal Carolina Community College:
To register for any courses, visit or call 910.938.6294.

COMNet Group Inc.: 
• PMP/CAPM Exam Prep - In Person - August 21 - 24
• PMP/CAPM Exam Prep - Online (Saturdays) - August 5 - 26
• PMI-ACP Exam Prep - In Person (Saturdays) - August 5 - 19

Central Piedmont Community College:
• Project Management and Business Analysis Information Session - In Person - Aug 10
• Leading the Way in Stakeholder Management - In Person - Aug 11
• Project Management and Business Analysis Information Session - In Person - Aug 22
• Using Microsoft Project for Effective Project Management - In Person - starts Aug 22
• Project Planning & Control - In Person - starts Aug 28
• PMP/CAPM Exam Prep - In Person - starts Aug 28
• Project Management and Business Analysis Information Session - In Person - Aug 29
• Determining Business Requirements - In Person - starts July 27

Lean Agile Training:
• Certified Scrum Master Course + Workshop - In Person, Charlotte - starts Aug 15-17
• Certified Scrum Master Course + Workshop  - In Person, Charlotte - starts Sept 6-8

Northeastern University Charlotte: 
• Master of Science in Project Management - Hybrid and Online

Project Management Training Institute: 
• PMP Boot Camp - Online - Aug 7 - 10
• PMP Boot Camp - Online - Sept 18 - 21
• PMP Boot Camp - In Person, Charlotte - Oct 9 - 12
• CAPM Training Course - Online - Sept 25 - 27

UNC Charlotte: 
• How to Deliver Customer Value and Business Results - In Person, Charlotte - Sept 21 - Free Session!

Wake Forest University:
•  Certificate in Project Management - In Person - starts September 7, 2017

Western Carolina University:
•  Masters of Project Management - Online

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Professional Development

Fall 2017 PMP Preparation Course – **LAST CHANCE BEFORE EXAM CHANGES IN 2018**

Our Fall PMP Prep Course will begin October 7, 2017 and be held for 5 consecutive Saturdays, concluding on November 4th.  The location is yet to be determined, but will be held in the Charlotte area.  More information can be found HERE, including a link to register for the class.

Class times each Saturday are from 8:30 AM to 4:30 PM.

Price:  Chapter Members - $695,  Non-Members - $845

Existing PMPs: PMPs can earn 35 PDUs for attending the course. In addition, helping study groups earns the PMP 1 PDU for every hour mentoring (up to 15 hours), and that is free!

For more information, or to inquire about discounts for your company hosting these sessions, please contact Doug Harrington:

Have you thought about taking the ACP and had questions or need some guidance from someone who has already taken and passed the exam?

We are trying to gauge interest in a study group for people who wish to take the ACP exam. If you would be interested in this, please answer this 2 question survey:  PMI-ACP Study Group Survey (click here to access)

Project Management Point-Of-View (PM-POV)

The PMI Washington DC chapter has started a podcast called Project Management Point-Of-View containing 12-13 minute interviews with various executives and thought leaders about their "point-of-view" on a wide range of project management topics.

Each podcast is worth .25 PDUs (Category A) and can be found in one of the following ways:
Project Management Point-Of-View
• Download it at iTunes by searching under PMIWDC (and subscribe)

Want to be certified?

If you are interested in attending a prep course, please contact or visit our Certification Training page.

Virtual PMP Offering

We are currently exploring offering our PMP class virtually to those located too far from Charlotte to participate locally. If you would be interested in taking the class using this option, please contact

Chapter Mentoring Program

The mentoring program for PMI-Metrolina will provide an expert opinion concerning projects for working professionals, provide guidance for getting involved with PMI or PMI-Metrolina, and offer advice concerning marketable skills for project management domains. The mentor/mentee relationship will be a three to six month engagement requiring between ten and twenty hours per month from both volunteers. The engagement will be a one-to-one match and will follow specific guidelines to completion to meet the needs of the mentee. 

One of the ways you can make a difference in the field of project management is through mentoring.  Studies have shown that mentoring others with less experience not only improves their academic/work performance but also contributes to their overall well-being, and the well-being of the community.  Members who receive mentoring are less likely to give up, quit their job, avoid pursuing a credential, and lose professional focus.   Please let us know if you would like to mentor someone and make a difference in your community today by contacting!

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Military Outreach

Our liaisons presented at Ft. Bragg in partnership with Onward to Opportunity.  Topics included general PMI information, studying for the PMP exam, and preparing the PMI applications.  There were 45 transitioning service members in attendance.

Our liaisons also taught 14 students at the Cape Fear Valley Education center on the use of Microsoft Project.

A reminder to our transitioning members that the PMP exam will be changing in January, so a decision as to completing the exam prior to January or wait and study using the 6th edition.

Lastly, if you are a veteran and have not self-identified in your PMI account, we encourage you to do so.  When you do, you’ll be part of veteran’s email communications that come out to help you know what is going on in the veteran’s community, special opportunities for veterans, and what our Metrolina PMI Chapter is doing to assist veterans in getting connected with and supporting the PM community!

If you are active duty or retired military and interested in supporting this program, reach out to the for more information.

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Open Volunteer Positions on Marketing Team
Currently there are open volunteer openings with the Marketing Team. A brief description regarding each open position is listed below. If you are interested in volunteering in any position, please contact for more information. To apply, please visit VRMS

  • Chapter Photographer - using own camera equipment, be available to take photos at community meetings and post to Chapter website and social media platforms
  • Sponsorship Volunteers - assist the Sponsorship Director with contacting donors for sponsorship funds to support the Chapter and helps to provide member benefits
  • Social Media - assist with Twitter and LinkedIn postings about events and interesting topics for the Chapter

Open Volunteer Position on Membership Team 
Currently there are open volunteer openings with the Membership Team. A brief description regarding each open position is listed below. If you are interested in volunteering in any position, please contact for more information. To apply, please visit VRMS

  • Volunteer Retention - Help keep Volunteers and Members engaged in the Chapter

Open Volunteer Positions on Finance Team 
Currently there are no volunteer openings with the Finance Team. A brief description regarding each open position is listed below. If you are interested in volunteering in any position, please contact for more information. To apply, please visit VRMS.

Open Volunteer Positions on Professional Development Team 
Currently there are no volunteer openings with the Professional Development Team. A brief description regarding each open position is listed below. If you are interested in volunteering in any position, please contact for more information. To apply, please visit VRMS.

Open Volunteer Positions on Programs Team
Currently there is a volunteer opening with the Programs Team. A brief description of each position is listed below. If you are interested in volunteering for any position and need more information please contact for more information. To apply, please visit VRMS. 

  • Ballantyne Community Program Chair - as the Community Leader, has primary responsible for the operation of the assigned community.


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New Chapter Members

John Abraham, PMP
Patrick Achey
Andrea Agness
Suresh Babu, PMI-ACP
Paul Bailey
Jess Boersma, PMP
Karen Brown
Christine Bush
Jerzell Chapman
Tariq Chebaro, PMP
Daniel Colley
Lindsey Dean, PMP
Gabriella Delo, PMP
Vera Dixon, PMP
Tim Dowdle, PMP
David Forsberg, PMP
Justin Garton
Venkan Ghatta, PMP
Patricia Goins
Chris Greene, PMP
Laura Halmo
William Heffner
Alberto Lopez-Lozada
Andrew Martin
Ian Matchett
John Mccollough, PMP
Peter Mcelearney
Robert Moye, PMP
Suzanne Obrien
Bobby Odom
Nicholas Playko
Catherine Rash
Nancy Reep
Yohoma Sanders
Ebony Scott
Gary Sheats, PMP
Matthew Silver
Tammy Simon
Scott Smith, PMP
Jeanne Talatinian, PMP
Jason Thomas, PMP
Marcus Thompson
Aaron Todd, PMP
Uche Ubosi, PMP
Keysha Walker, PMP
Ebony Watermann
Jeffrey Wilson
Nancy Wrenn, PMP

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New Certifications for Chapter Members

Gary Alvord, PMI-ACP
Jim Cillian, PMI-RMP
Mahesh Dongre, PMP
Michelle Dray, PMP
Tanqueray Edwards, PMP
David Forsberg, PMP
Susanne Galletto, PMP
Kenneth Garrow, PMI-ACP
Martial Goeh-Akue, PMP
Clay Goodman, PMP
Brandy Henning, CAPM
Carter Jones, Sr., PMP
Melissa Shrewsbury, PMP
Jason Thomas, PMP
Jennifer Tinder, PMP
Aaron Todd, PMP
Teresa Wager, PMP
Clorathia White, PMP
Ryan Woodall, PMP
Quincy Wright, PMP

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Highlighting Chapter Members

Meet Dani Beckman:


Dani is currently the VP of Marketing for the Chapter. She has been in this role for several years.  Prior to that, she was the Certification Training Coordinator.  Dani is working with the University of Southern California and writing a couple of their Project Management Programs.  She received her Masters Degree from Northeastern University after they opened their satellite campus in Charlotte and is looking to start a PhD program in the next couple of months.

She is assisting the Professional Development Day project team in the collection of sponsorship and has done a tremendous job with helping the team stick together during this time of long hours and tremendous need right now.  Helping get speakers, sponsors, creating marketing materials and more, she has been a invaluable asset to the PDD event this year.

She lives with her husband and their cats, loves hockey, reading and painting in her spare time – when she has any!

A huge thank you for all you do!!!

Congratulations Dani! 


Thank you for those who joined us for the July 15th Habitat for Humanity project!  Attached are pictures to show the progress we made. 

Aside from the heat, we hope you enjoyed serving alongside Angie (the homeowner) and Barringer Construction volunteers. Our next volunteer event will be the Loaves & Fishes Sort ‘n’ Sip event scheduled on August 17th  sponsored by Loaves & Fishes and Sugar Creek Brewery.  Please see the website for more registration details.

Hope to see you there!

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