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The Call for 2022 Board Nominations is now closed.
Meet the 2022 PMIWDC Board Candidates
Click on their name to read more about them.
Voting will begin Friday, August 27– Friday, September 17th by electronic ballot. Please do not forget to cast your vote, as every vote counts! Thank you for your participation.
Questions – [email protected]
Michael Ortiz - Candidate for VP Finance
I currently serve as the Assistant Vice President for Finance for the PMI Washington, DC chapter. My professional experience has been in the fields of project management, information technology, finance, and accounting. I currently work for Cerner, a healthcare technology company engaged in modernizing an infrastructure that supports military veterans and their families.
I have been involved with starting a formal PMO, assessing corporate financial performance, and administering federal contracts. I started my career over 25 years ago as an intern at IBM and have had a stint in the social services arena in Brooklyn, NY. I also did missions and accounting work in South America.
I have a master's degree in Project Management from George Washington University's School of Business and hold a Project Management Professional (PMP) certification issued in 2008.
I look forward to continuing to serve our chapter members.
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Position Overview:
Membership elected volunteer leader responsible for financial oversight of the chapter. Manages the chapter accounting and financial matters and serves as trustee of management reserves.
Qualifications (Prerequisites):
- Minimum of 2 years PMI volunteer experience (1 year PMIWDC experience required).
- Minimum of 2 years volunteer and/or professional leadership experience.
- Minimum of 5 years accounting, finance, or project control experience
Responsibilities:
- Managing chapter accounting, financial reporting, audit, financial services, and financial matters
- Serving as trustee of management reserves, including chairing the investment committee and annual reserves analysis
- Engaging with all board members on financial performance, and crafting the next year’s operating budget
- Overseeing budgeting activities and all treasury matters
- Performing financial risk management for all chapter operational activities
- Ensuring appropriate insurance coverage is maintained
- Performing regulatory reporting obligations to the membership, IRS, State, and PMI
- Keeping abreast of any financial laws that would affect the operations of the chapter
- Reporting to the Board on the state of investments and performance against budget baseline.
- Establishing policies and procedures to govern the management of Chapter finances.
- Engaging with the Board to perform a mid-year re-baseline of the budget per policy.
- Submitting required tax filings to appropriate government authorities.
- Maintaining and presenting financial records required for Chapter operations in accordance with the bylaws
- Supporting external audit firm in conducting annual audit and sharing audit results with the Chapter board and membership.
- Coordinating remediation of audit findings with the Board.
- Engaging with and alerting the bookkeeper of any major transactions, changes, or audit findings
- Providing financial reporting regarding the state of finances and Chapter activity to Chapter membership.
- Maintaining the annual budget and prepares financial guidelines and procedures.
- Providing financial performance report to the Board monthly and during Board meetings.
Ashok Kumar - Candidate for VP of Membership
Ashok is enthusiastic about managing changes related to new challenges …expected as well as unexpected. Since 2019 he has been involved in the chapter activities under Partnership Management team to bring new partners as well as retain existing partners. He has been participated in many chapter activities over last few years.
He believes in a culture of continuous learning, empathy, agility, innovation and accountability, which are supported by his enthusiastic actions and engaging people for new ways of thinking. He served as AVP - Partner Liaisons for year 2020 and actively engaged partners during COVID-19 pandemic. As the member development is key to our chapter growth, Ashok is looking forward to opportunity to serve chapter members under new normal. He is confident to bring his professional experience in managing large projects and to engage multiple groups towards common goals.
Theresa Wall - Candidate for VP of Membership
I have worked at Washington Gas for more than 38 years. I have an AA in Accounting from Charles County Community College, and 15 credits towards my BA. I received my PMP Certification in October 2006. Opportunities immediately opened within my business to allow me to lead projects in Customer Service that were not able to be performed through our PM Office. This allowed me to grow, learn about different areas of the organization, and meet that I would otherwise not have a chance to meet.
I have been a member of PMIWDC as well as PMI Southern MD since 2006. I initially started volunteering with PMI Southern MD. I set up luncheon events in the Waldorf area, dinner events in the Clinton area, converted the website to a new platform, and held the position of Webmaster, and/or Director of Communications from 2011 through 2015.
I started volunteering with PMIWDC in 2019, when a co-worker told me about his experience when volunteering with the Symposium. I saw an opportunity to get more involved with the Chapter after further discussions with the PM and others the day of the symposium. I have to say I’ve had a blast working with amazing volunteers!
Membership is the heart of any chapter. Every member is important whether they are old or new. Finding passions and helping to build on them will allow goals to be achieved. Growing the membership is a challenge and I am up for that challenge.
Tika Rai - Candidate for VP of Membership
I am a firm believer that Project Management is a specialized skills-set and brings unmatched value to any organizations. If one is also capable of promoting and transferring knowledge of PM to peers, colleagues, aspiring PMs, and practitioners, it complements and validates that belief. For the former, I have been practicing PM for past 20+ years and the skills-set, as you can relate to as project managers yourselves, has been critical part of my very rewarding professional journey due to repeated project success.
As for the latter, at work, as the only PMP certified project manager, leadership, as well as fellow project managers, have been able to see the impacts a trained and certified project manager can bring to the team and organization. As a result, all project managers are now being requested to get PMP certification.
As far as my voluntary engagement with PMIWDC is concerned, as AVP Membership, I was instrumental to introduce a process to follow-up those who would not renew the chapter membership and get insights as to why the case and report to then VP of the group that ultimate informs the marketing to tweak the strategy.
As the current VP membership, I, already introduced Guest Pass + program in May to recruit PMI members in the chapter’s catchment area. With the program, we have already added 20 members and helped our chapter achieve PMI 500 Club. Graduate assistance program is another benefit I helped develop.
I look forward to continually serve our chapter members.
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Position Overview:
Membership elected volunteer leader responsible for financial oversight of the chapter. Manages the chapter accounting and financial matters and serves as trustee of management reserves.
Qualifications (Prerequisites):
- Minimum of 2 years PMI volunteer experience (1 year PMIWDC experience required).
- Minimum of 2 years volunteer and/or professional leadership experience.
- Minimum of 5 years accounting, finance, or project control experience
Responsibilities:
- Managing chapter accounting, financial reporting, audit, financial services, and financial matters
- Serving as trustee of management reserves, including chairing the investment committee and annual reserves analysis
- Engaging with all board members on financial performance, and crafting the next year’s operating budget
- Overseeing budgeting activities and all treasury matters
- Performing financial risk management for all chapter operational activities
- Ensuring appropriate insurance coverage is maintained
- Performing regulatory reporting obligations to the membership, IRS, State, and PMI
- Keeping abreast of any financial laws that would affect the operations of the chapter
- Reporting to the Board on the state of investments and performance against budget baseline.
- Establishing policies and procedures to govern the management of Chapter finances.
- Engaging with the Board to perform a mid-year re-baseline of the budget per policy.
- Submitting required tax filings to appropriate government authorities.
- Maintaining and presenting financial records required for Chapter operations in accordance with the bylaws
- Supporting external audit firm in conducting annual audit and sharing audit results with the Chapter board and membership.
- Coordinating remediation of audit findings with the Board.
- Engaging with and alerting the bookkeeper of any major transactions, changes, or audit findings
- Providing financial reporting regarding the state of finances and Chapter activity to Chapter membership.
- Maintaining the annual budget and prepares financial guidelines and procedures.
- Providing financial performance report to the Board monthly and during Board meetings.
Russell Sandidge - Candidate for VP of Programs
I have been a member of PMIWDC since 2005. I founded the Fair Lakes Local Community in 2007. I have worked with various PMIWDC board members during my tenure with the Fair Lakes Local Community. The Fair Lakes Local Community has consistently held well received educational opportunities for those in the Fair Lakes area. Even prior to the pandemic, the Fair Lakes Local Community had presented hybrid meetings allowing virtual participation. During 2020 we were able to not only sustain our attendance but increase our reach internationally with online meetings using Zoom.
I will leverage my contacts in the chapter, Project Management Training Professionals, and other Project Management Professionals to provide high quality educational and networking experiences for PMIWDC.
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Position Overview:
Membership elected volunteer leader responsible for financial oversight of the chapter. Manages the chapter accounting and financial matters and serves as trustee of management reserves.
Qualifications (Prerequisites):
- Minimum of 2 years PMI volunteer experience (1 year PMIWDC experience required).
- Minimum of 2 years volunteer and/or professional leadership experience.
- Minimum of 5 years accounting, finance, or project control experience
Responsibilities:
- Managing chapter accounting, financial reporting, audit, financial services, and financial matters
- Serving as trustee of management reserves, including chairing the investment committee and annual reserves analysis
- Engaging with all board members on financial performance, and crafting the next year’s operating budget
- Overseeing budgeting activities and all treasury matters
- Performing financial risk management for all chapter operational activities
- Ensuring appropriate insurance coverage is maintained
- Performing regulatory reporting obligations to the membership, IRS, State, and PMI
- Keeping abreast of any financial laws that would affect the operations of the chapter
- Reporting to the Board on the state of investments and performance against budget baseline.
- Establishing policies and procedures to govern the management of Chapter finances.
- Engaging with the Board to perform a mid-year re-baseline of the budget per policy.
- Submitting required tax filings to appropriate government authorities.
- Maintaining and presenting financial records required for Chapter operations in accordance with the bylaws
- Supporting external audit firm in conducting annual audit and sharing audit results with the Chapter board and membership.
- Coordinating remediation of audit findings with the Board.
- Engaging with and alerting the bookkeeper of any major transactions, changes, or audit findings
- Providing financial reporting regarding the state of finances and Chapter activity to Chapter membership.
- Maintaining the annual budget and prepares financial guidelines and procedures.
- Providing financial performance report to the Board monthly and during Board meetings.
Kendall Lott - Candidate for PMIWDC, Chair Elect
Serving on the PMIWDC board was the best professional development program I have ever had. I appreciated getting to have received non-threatening (aka Volunteer) leadership that emphasized making sure I could accomplish specific projects before launching a plethora of ideas. As AVP Comms and VP Marketing, I managed a re-platforming of our website, launched a job board, and designed an advertising pricing schema to dramatically increase revenue in the face of a budget deficit.
As I began to understand the complexity of having two boards as DAL and COO, I realized time management becomes one of the biggest problems for volunteer managers. To ease this burden I reduced complexity through streamlining reporting and rearranging some interactions. I also focused on how we could engage in membership and volunteers with our chapter, launching the IV&V (“I Volunteer and Vote”) campaign to stimulate volunteer engagement. Out of that effort, other board members built successful volunteer fairs.
As “the world’s largest” chapter, I felt we had the opportunity to collaborate meaningfully with other chapters, and I tried to get that moving with three initiatives:
- “Fab Five” interaction with the beltway chapters
- the “Supra LIM,” (12 of the largest PMI chapters in the world),
- joint training program between the 4 PMI Virginia Chapters and the Virginia chapter of HIMSS.
Volunteer experience, new leadership growth (experiments!) and the chance to fire up others to take chances they don’t get to at work, that’s what being on this board meant to me.
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Position Overview:
Board elected volunteer who will assist the Chair with managing the chapter. Assumes the role of the chapter Chair, if the Chair is unable to perform duties for any reason.
Qualifications (Prerequisites):
- Minimum of 3 years PMIWDC Board volunteer experience.
- Must have been elected by the PMIWDC membership and served on the PMIWDC Board and does not currently have to be an active board member.
Responsibilities:
PMIWDC Chair-elect is responsible for:
- Reviewing Chapter Policies and recommend changes.
- Assisting Chair with oversight of ongoing activities to ensure compliance with policies and bylaws.
- Engaging with Chair to ensure a seamless transition.
- Assume the role of Chair if the Chair is unable to perform duties for any reason.
- Assist with the Chair duties as requested.
- Oversee committees as directed by Chair.
- Mentor board leaders for their next leadership role.
- In coordination with the Chair, assist in the development and implementation of a succession and transition plan.
In addition to the duties and responsibilities as outlined in the Chapter Bylaws, Article V, the following additional duties and skills are expected of all board members.
Management and Administrative Duties:
- Focus on continuous improvement within their functional area.
- Build a team to manage the functional area’s activities and ensure that each team member receives orientation, on-boarding, and training for their role.
- Collaborate with all functional areas and be aware of their needs.
- Act as a chapter ambassador and represent the chapter’s mission, vision and values at every event attended.
- Provide volunteers with leadership development opportunities including board progression, where appropriate.
- Develop or maintain a succession plan and training materials for their functional area.
- Document all functional areas process and procedures.
- Use Chapter-provided technology/tools for collaboration and communication.
- Create tools as needed to manage their functional area effectively and share with other VPs
- Attend Board meetings and annual board training.
Strategic and Business Management Skills and Experiences:
- Strategic Planning and Process Execution experience
- Organization Management experience
- PMI Knowledge and Experience
- Volunteer Engagement experience
- Stakeholder Management experience
- Vendor Management experience
- Change Management experience
- Financial and Risk Management experience
- Time & Resource Management experience
- Matrix Team Management experience
- Ability to effectively collaborate across the board (skills)
Leadership Skills
- Ability to Delegate Effectively
- Ability to accept and drive change
- Proven ability to lead under pressure and multi-task
- Coaching and Mentoring
- Conflict Resolution
- Team Building
- Strong Public Speaking and Facilitation
The following list of qualifications are expected of all board members.
- PMIWDC Member in good standing, i.e., dues paid, and no grievances filed.
- Demonstrated understanding of PMI Code of Ethics.
- Demonstrated understanding of PMIWDC policies.
- Demonstrated ability to communicate effectively at all levels within of an organization.
- Minimum of 4 years project management experience
- Minimum of 5 years volunteer and/or professional leadership experience, unless specifically stated otherwise for the position
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