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Andrew Sullivan, Sullivan and Schlieman Wealth Management, Ken Madren, PermaTherm Inc., and Jim Pursley, Factory Automation Systems

December 14, 2023 by John Ray

Ken Madren, Permatherm, Andrew Sullivan, Jim Pursely

North Fulton Studio

Andrew Sullivan, Sullivan and Schlieman Wealth Management, Ken Madren, PermaTherm Inc., and Jim Pursley, Factory Automation Systems

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Andrew Sullivan, Sullivan and Schlieman Wealth Management, Ken Madren, PermaTherm Inc., and Jim Pursley, Factory Automation Systems (ProfitSense with Bill McDermott, Episode 53)

On this episode of ProfitSense, host Bill McDermott welcomed three accomplished company leaders to delve into various aspects of successful businesses, financial management, and future planning. Andrew Sullivan, Sullivan and Schlieman Wealth Management, discussed year-end financial planning and common issues that prevent people from achieving financial success in retirement. Ken Madren of PermaTherm shared the impact of communication on business growth and emphasized the importance of maintaining a “hand on the rudder” for navigating through challenges and distractions. Jim Pursley, Factory Automation Systems, discussed the state of the manufacturing business in the current economic climate, the importance of safety in automation, and shared insights he’s gathered as a CEO.

Bill wrapped up the show by offering three quick tips on perfecting your 2024 projections.

ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Andrew Sullivan, Sullivan and Schlieman Wealth Management

Andrew Sullivan is the managing partner and wealth advisor of Sullivan & Schlieman Wealth Management, LLC. In this role, he offers access to a full range of comprehensive financial services, including estate, financial, and income planning, as well as strategic and tactical portfolio construction and management.

Sullivan and Schlieman Wealth Management, LLC is a comprehensive wealth planning firm established to serve affluent individuals and their families in an effort to plan for and pursue their financial goals. With a combined total of over 150 years of industry experience, we have the knowledge to develop a plan that is specific to your needs. As a result of earning their clients’ esteem, the team at SSWM has established client relationships that are multi-generational, lasting over 20 years.

Andrew graduated from the University of Georgia with a bachelor’s degree in finance and received a master’s degree in international business from Georgia State University. He is a CERTIFIED FINANCIAL PLANNER™ designee, earned through studies conducted at Oglethorpe University.

Andrew and his wife, Donna, reside in Alpharetta, Georgia, with their two children. He spends his free time with his family. Andrew is an avid hunter, traveling across the U.S. and various other countries for the sport.

Company Website | Company LinkedIn | Company Facebook | Company Instagram | Andrew Sullivan LinkedIn

Ken Madren, PermaTherm Inc.

Ken Madren is the CEO of PermaTherm Inc.

PermaTherm is a manufacturer of insulated metal panels, primarily for cold storage and processing facilities. Largely serving the food and indoor growing industries, PermaTherm panels are the ideal insulation material for commercial cold storage warehouses, processing rooms, vertical farms, or hydroponic farms. With over 33 years in business, PermaTherm prides itself on extensive knowledge and experience within the industry. PermaTherm’s team of insulated panel consultants provides expert project consultations free of charge, as well as offering onsite visits to project locations when needed.

Jim Pursley, President, Factory Automation Systems

**Jim Pursley, Factory Automation Systems**

Jim Pursley is the President of Factory Automation Systems.

Factory Automation Systems is an automation systems integrator that was founded in 1992. Based in Atlanta, GA, the company has implemented thousands of solutions for manufacturers from a variety of industries across the U.S. and abroad.

Discrete control, coordinated motion, process automation, production monitoring, robotic machine tending, material handling, traceability, robotic assembly, and machine safety are some of the diverse systems they develop for a wide mix of customers. The company welcomes the opportunity to put their experienced team to work on your next automation project.

Company Website | Company LinkedIn | Company Facebook | Company YouTube | Jim Pursley LinkedIn

About ProfitSense and Your Host, Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion, and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott is the Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center, Gwinnett Habitat for Humanity, and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University, and he and his wife, Martha, have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Instagram, and follow McDermott Financial Solutions on LinkedIn.

E99 Don’t be a Waiter with Ben Peters

March 24, 2022 by Karen

Dont-be-a-Waiter-with-Ben-Peters-feature

Phoenix Business Radio

E99 Don’t be a Waiter with Ben Peters

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E99 Don’t be a Waiter with Ben Peters

In this episode of Project Management Office Hours, Ben Peters and PMO Joe discussed Ben’s journey in the PMO space, Portfolio Management along with Engineering and Project Management in Cape Town!

Ben’s unique experience as professional spans over 18 years within the mining, oil and gas, telecoms, food, health care and the government sectors. With significant experience as a seasoned professional in all aspects of Project Management.

As we learn about his story and path into the PMO space he started not within the Project Management field rather an industrial engineering. “After industrial engineering studies, I found myself in the project management space applying those industrial engineering principles—Always be proactive. I am known within the city of Cape Town as an implementer, as a driver, as a continuous enforcer. I’m striving for change. I like change. I’m not waiting for anything because it’s just changing your mindset and maximizing those skills in the project management field.” Those early career experiences were setting the stage for a successful Project Management career as he learned the importance of mindset, organization, and management.

Ben shared that he enjoys solving problems and helping others. In Cape town he worked on a project to help citizens impacted with Covid-19. “You sometimes take it for granted, but it’s a great contribution that we do in the project management group that we’re touching lives. I think that’s the reason why I keep on working in this space.” As a government agency it is amazing to see the applications in project management take place and have such an impact on so many lives. We often tend to think of just business when it comes to PMO, however it applies to anything as Ben has experienced.

Connect with Ben:

Company Website – www.capetown.gov.za

LinkedIn – https://www.linkedin.com/in/ben-peters-b-eng-hons-pr-eng-pmp-pr-cpm-mba-3a24bb7/

Or see the guest list for upcoming shows – https://www.thepmosquad.com/podcast

Thank you to THE PMO SQUAD and The PMO Leader for sponsoring this show.

The PMO Squad is a leading provider of PMO and Project Management services in the US. They assist clients building and improving PMOs, provide Project Management Consulting services, deliver custom Project Management Training and provide Project Management staffing services.
Learn more about The PMO Squad – www.thepmosquad.com

Where do PMO Leaders go for Information, Learning, Networking and Services? The PMO Leader community has “Everything You Need to Become a Great PMO Leader”. One PMO World, One Community!
Learn more about The PMO Leader – www.thepmoleader.com

Cape Town, colloquially named the Mother City, is home to just under 4.5 million and 1.5 million households. The City is an independent sphere of government, which has a broad range of powers and functions in its execution of its constitutional obligations.

It is a growing city, by 2030 we expect 5.12 million people to be residing in Cape Town, where growth is characterized as both formal and informal. Approximately 3.5 million people live in formal residential conditions, while approximately 500 000 people resides informal, vulnerable conditions.

The COVID-19 pandemic and ensuring socio-economic crisis has exacerbated conditions, especially for the most vulnerable.

Looking forward, it is projected that there will be a sharp increase in unemployment, increase in business closures, and increasing inequality and hunger.

Considering the contextual specificities of Cape Town, value creation in the public sector is not just about the rate of expenditure but the about benefits created and engendered in projects and programmes for all stakeholders AND residents.

Excellence in project, program and portfolio management it critical to ensure the City of Cape Town is able to continue to deliver on what is needed and what is promised with the intended outcomes, so as to ensure benefit to all residents.

The City of Cape Town’s Corporate Project, Programme Portfolio Management (C3PM) Department in its current form has been a decade in the making, having undergone multiple iterations of structure and ways of operating. It is now a global leader in pioneering benefits in the public sector.

Barend Daniel’s (Ben) Peters’ experience as professional spans over 18 years (15 years’ senior management) within the mining, oil and gas, telecoms, food, health care and the government sectors.

He has significant experience as a professional engineer, project manager, programme manager, portfolio manager and senior manager in construction, information technology and business improvement industries. He has advanced portfolio, programme and project management, general management and leadership capabilities.

Ben has been exposed to multiple project, programme and portfolio management frameworks and lifecycles. He is capable of sharing his knowledge in creative and innovative ways. He is well known for my strengths as an implementer and solution finder / solver to any given problem. I am a confident decision maker.

Ben has achieved the highest status of Gold Winner in the International Project Management Association (IPMA) Achievement Award as Young Project Manager of the Year in 2016. He was also recognised as Employee of the year within the Corporate Services Directorate, City of Cape Town in 2018. With these achievement, he has proved that with his unique approach, he is in the “Top League” and a master of his craft.

The Water Resilience Programme in Cape Town received bronze for Innovate Project of the year where he was the Programme Manager.

As Director of the Corporate Project Management Office, the PMO has received honours of Gold (winner) for the 2020 South African PMO of the year, African PMO of the year 2021 and Top 4 for the Global PMO awards under his leadership.

Ben is an active member at the South African Institute of Industrial Engineering and Project Management Institution, President for the Association for Project Management South Africa and Head of the International Project Management Smarter Cities Special Interest Group.

His senior management experience inspired him to obtain more knowledge within the business and management environment and therefore he completed his MBA (Master in Business Administration) in 2019 at the University of Edinburgh (Herriot Watt Business School).

Ben is a sports fanatic in his private life. He believes in a team culture and loves all sports. He is a keen tri-athlete, MTB rider.

Connect with Ben on LinkedIn.

ABOUT PROJECT MANAGEMENT OFFICE HOURS SERIES

Project Management Office Hours is intended to provide Project Management professionals a place to drop in and discuss Success Stories, Best Practices, and Lessons Learned. Project Management Consultant Joy Gumz has shared with us, “Operations keep the lights on, strategy provides the light at the end of the tunnel, but project management is the train engine that moves the organization forward.”

Each of us has a unique story to tell, but collectively we share a message that organizations who embrace Project Management Best Practices perform better than those which don’t. Organizations which align Projects to Strategy perform better. Organizations with Engage Executive Sponsors deliver better results. Organizations which measure Project Management performance outperform those which don’t.

During our Project Management Office Hours, we hear directly from Industry leaders how to make an impact in our profession. How we, collectively, will Advance Project Management Best Practices, One Listener at a time!

ABOUT YOUR HOST

Joe Pusz started THE PMO SQUAD to bring real world PMO Leadership experience to the consulting space and to advocate for Project Management through his blog PMOJOE.com. The old saying is “Do what you love and you’ll never work a day in your life.” Following this mindset Joe left Corporate America in 2013 to start THE PMO SQUAD and work with fellow Natural Born Project Managers to advance Project Management Best Practices.

ABOUT OUR SPONSOR

THE PMO SQUAD focuses exclusively on PMO and Project Management consulting. Corporate America is full of Accidental Project Managers running projects who haven’t been trained to be PMs. To help solve this problem THE PMO SQUAD is on the Leading Edge with PMO As a Service. PMO As a Service allows our clients to focus on their respective core competencies while THE PMO SQUAD delivers Project Management expertise. Contact Joe at 678-591-7868. Follow The PMO Squad on LinkedIn, Twitter and Facebook.

Where do PMO Leaders go for Information, Learning, Networking and Services? The PMO Leader community has “Everything You Need to Become a Great PMO Leader”. One PMO World, One Community! Learn more about The PMO Leader – www.thepmoleader.com

E75 The History of International Project Management Day with Frank Saladis

March 24, 2021 by Karen

Phoenix Business Radio

E75 The History of International Project Management Day with Frank Saladis

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E75 The History of International Project Management Day with Frank Saladis

Do you know the history of International Project Management Day? How do you describe your career as a Project Manager? Have you ever sung the Project Management Blues? In this episode Frank Saladis PMI Fellow and the Father of International Project Management Day shares his story and the many lessons learned during his long storied career.

Frank chats with PMO Joe about the origins of IPM Day and how it has progressed over the years. Frank shares this thoughts and backstory for the books and articles he has written. We also hear the humorous story behind The Project Management Blues, a song Frank has recorded.

Frank has been involved with PMI for several years and has run the NYC chapter for years. He was one of the early PMPs and has vast experience to help individual PMs be technically credible while not being a domain expert.

Listen to the full episode to hear more of our discussion about project management careers, positive leadership, organizational change management, and life in New York City during the covid pandemic.

Visit Frank Saladis – https://www.linkedin.com/in/frank-saladis-pmp-pmi-fellow-4aa226/

Subscribe to Project Management Office Hours to play all prior episodes and upcoming guests by visiting www.projectmanagementofficehours.com.

Thanks to our sponsors The PMO Squad and The PMO Leader.

Learn more about The PMO Squad visit www.thepmosquad.com
Learn more about The PMO Leader visit www.thepmoleader.com

Blue Marble Enterprizes Inc. provides consulting and training in project management, leadership, organizational change management, and customized programs designed specifically to meet client needs.

Frank P. Saladis, PMP, PMI Fellow is a Consultant, Instructor, a motivational speaker and an author within the discipline of project management. He holds a Masters Certificate in Commercial Project Management from GWU and is a graduate of the Project Management Institute Leadership Masters Class.

He has held several positions within PMI including President of the NYC Chapter, President of the Assembly of Chapter Presidents and Chair of the Education and Training SIG. He is the author of 12 published books and is the originator of International Project Management Day.

Mr. Saladis was recognized as PMI Person of the Year in 2006, PMI Fellow in 2013 and received the PMI Distinguished Contribution Award in October 2015.

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E72 Understanding Design Thinking with Bruce Gay

February 9, 2021 by Karen

Phoenix Business Radio

E72 Understanding Design Thinking with Bruce Gay

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E72 Understanding Design Thinking with Bruce Gay

Are you familiar with Design Thinking? Are you utilizing Design Thinking to run your projects? In this episode we chat with Bruce Gay, Founder of Astrevo to understand the fundamentals and benefits of Design Thinking as well as touching on several other topics.

Bruce is a leader in the PM Industry and is an active community builder. He is a PMI Volunteer with PMI Pittsburgh, leads a Healthcare PMO, teaches part time at Norwich University and started his own firm, Astrevo.

In our discussion Bruce shares that Design Thinking allows groups of people to take time and look at their customers needs to deeply understand a problem and to start to brainstorm and down select solutions to solve those problems. The benefit to using Design Thinking is you get closer to your customer’s needs and pain points to help you identify defects earlier in the process which is less expensive than defects found later in the process.

We also hear Bruce’s perspective on trends in the industry and a few of his favorite books he recently read. We also learn about Bruce’s Project Management Insights monthly list of updates and insights within our industry.

To subscribe to Bruce’s Project Management Insights visit www.brucegay.com/signup.
To learn more about Astrevo visit www.astrevo.com
To connect with Bruce on LinkedIn visit – https://www.linkedin.com/in/brucegay/

Thanks to our sponsor THE PMO SQUAD. Visit www.thepmosquad.com to learn to Empower People to Deliver Results and assist your PMO as you evolve in the new post-COVID business world.

Check out all prior episodes and upcoming guests by visiting www.projectmanagementofficehours.com.

UPMC Enterprises is the commercialization arm of UPMC, a Pittsburgh-based health care provider and insurer. As a healthcare innovation lab, UPMC Enterprises invests in two core areas: translational science (which conducts laboratory-to-human research, applying research to human subjects) and technology solutions to empower both medical professionals and patients. Since 2018, UPMC Enterprises has launched 5 companies, supported 30 internal research projects, and invested in a variety of healthcare-related companies.

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Astrevo was formed out of a desire to share knowledge of practical problem-solving approaches that managers can deploy with their teams to better understand customer needs and achieve success. Astrevo provides training, coaching, and consultation services to help teams focus on what is important: less time managing projects, more time focusing on outcomes and customers.

What makes Astrevo unique? Its 3 key principles:

(1) Experiential Learning – Embracing a growth mindset supported in hands-on learning.
(2) Creativity – Tackling problems from different perspectives and with new techniques.
(3) Collaboration – Working with others to solve hard problems.

Bruce Gay, PMP, helps individuals improve their project management skills, become better leaders, and achieve professional greatness. He has over two-and-a-half decades worth of experience managing large, complex programs and customer relationship across multiple industries. In his current role, Bruce manages a PMO and is responsible for operational and delivery excellence for a 100+ person R&D organization comprised of software engineers, product managers, machine learning and NLP scientists, security experts, and cloud engineers. For the past 15 years, Bruce managed product teams that incorporated UX Design and Design Thinking methodologies into their product development processes.

Bruce’s public speaking experience includes presenting at both regional and international professional conferences such as PMI Global Conference (Chicago, Los Angeles, and Philadelphia) and PMI EMEA Congress in Dublin, Ireland and LearnFest Caribbean in Jamaica. Bruce is an adjunct professor for Norwich University (Northfield, VT) teaching courses in a Project Management certificate program. Bruce creates and delivers educational courses and workshops that help students grow as leaders. Bruce received a Master’s in International Affairs from The George Washington University and has been a certified Project Management Professional (PMP) since 2005.

Currently, Bruce lives in Pittsburgh, PA with his wife, two daughters, and his dog. Bruce is an active volunteer with the PMI Pittsburgh chapter and is their Director of Corporate Sponsorship. Bruce shares his experiences and ideas around Design Thinking and project management on twitter: @brucegay and on his website: www.brucegay.com.

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E54 Adding PMO Value with Strategic Intent and Portfolio Alignment

May 27, 2020 by Karen

Phoenix Business Radio

E54 Adding PMO Value with Strategic Intent and Portfolio Alignment

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E54 Adding PMO Value with Strategic Intent and Portfolio Alignment

Is your PMO adding value to the organization? How do you know? In this episode we have a fun and informative discussion with Stuart Easton Co-founder of TransparentChoice. We chat about Project Prioritization, Project Success rates, Investment in People, interesting facts about Lord Byron, Stuart’s niece’s artwork, and we hear a bit about Stuart’s career in the US and UK.

Stuart joined us from Cambridge in the UK and hit on some great points. One example to consider, our teams can be great at project execution but if we aren’t working the correct projects are we truly adding value to the organization? Do we have Strategic Intent with our portfolio? Are our projects supporting the strategic interests of the organization?

How many of you have 5, 6, 10, or more #1 priorities within your portfolio? Are you truly examining the projects to evaluate importance and impact on the business? Are you having challenges with Resource Management? Perhaps the challenge isn’t not enough resource rather there is a lack of focus on which projects which will add value.

Thanks to our sponsor THE PMO SQUAD. Visit www.thepmosquad.com to learn to Empower People to Deliver Results and assist your PMO as you evolve in the new post-COVID business world.

Check out all prior episodes and upcoming guests by visiting www.projectmanagementofficehours.com.

TransparentChoice is a world-leading provider of project prioritization and decision-making software. Based in the UK, our customers span the globe, mostly large enterprise, government or non-profits.

Stuart Easton is the CEO and co-founder of TransparentChoice. He writes a blog (mostly) about project prioritization and portfolio management. He is also guest lecture on the University of Oxford’s Masters in Major Programme Management. Having trained as a physicist, Stuart likes data and research and everything in his talk is based on research. This makes his content a little “different” to the typical “self-appointed YouTube expert”.

Stuart’s belief that “doing right” is more important than short-term profit recently lead to the tough decision to offer TransparentChoice’s software for free during the Covid 19 crisis. This is a brave attempt to reduce the economic and social impact of this pestilential disease.

Connect with Stuart on LinkedIn and follow TransparentChoice on Facebook and Twitter.

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E37 Andy Jordan with Roffensian Consulting and Ray Ragan with Vantage West

September 9, 2019 by Karen

Phoenix Business Radio

E37 Andy Jordan with Roffensian Consulting and Ray Ragan with Vantage West

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E37 Andy Jordan with Roffensian Consulting and Ray Ragan with Vantage West

Are you a PMO Leader? If yes, this is the show for you! Andy and Ray share their stories about what helps to make PMOs successful, why they fail, and what the future looks like. Andy joined us from Honduras and we leveraged his vast experience to learn some of the common pitfalls which lead to PMO failure. More importantly he shared the need to align the PMO to Strategy to be successful.

Andy also shares what we can expect with the future for PMO Leaders. Ray’s military background has provided him a unique perspective and experiences for leading his PMO. The results have been impressive with significant improvement and success. Listen to hear Ray share the steps he has taken to lead his PMO and the benefits enjoyed by his organization.

Tune in for upcoming shows with Project Management leaders and subscribe to the podcast on Apple Podcast, iHeartRadio, Spotify, Spreaker, Stitcher,or your favorite podcast platform! Thanks to our sponsor THE PMO SQUAD. Visit www.thepmosquad.com to learn about the Purpose Driven PMO and all their project management services.

Roffensian Consulting is a management consulting firm based in Roatan, Honduras. It supports clients in North America and beyond with strategic management support, particularly regarding portfolio management, PMOs and related areas. It delivers results by helping clients to improve their business results through more effective execution of strategy from goal setting to benefit realization.

Andy Jordan is the President of Roffensian Consulting. He has led numerous business critical initiatives in Europe and North America and has built, rebuilt and managed PMOs in multiple industries from banking and investments, to software development, from corporate education to government.

Andy is a well known and in demand thought leader on PMOs and portfolio management with more than 1,000 contributions to ProjectManagement.com, as well as presenting hundreds of webinars, conferences and keynotes.

He is the author of Risk Management for Project Driven Organizations, of the LinkedIn Learning course Portfolio Foundations and has a new course, Delivering Results with a Business Driven PMO, launching on LinkedIn later this year.

Connect with Andy on LinkedIn and follow Roffensian Consulting on Twitter.

From the very beginning, Vantage West Credit Union existed to suit the needs of the community. In 1955, we started in a one-room barrack at Davis-Monthan Air Force Base with the mission to help Tucson’s airmen and their families. Back then, the humble DMAFB Federal Credit Union, as we were then known, served a little under 600 Members and had less than $60,000 in assets. By the end of the 1960s, we had already grown to nearly 14 thousand Members, sowing the seeds for the rapid growth we would see in the decades to come.

Vantage West got its current name in August of 2006, when the Board of Directors gained regulatory approval to convert from a federal to a state charter. The new name better represented the diversity of our Members and paved the way for continued expansion across the state of Arizona.

In 2010 and again in 2014, Vantage West expanded by merging with First Edition Community Credit Union and the former Tombstone Federal Credit Union. Despite explosive growth, Vantage West has retained its core mission of investing in our surrounding communities. Our Members are loyal to us because we’re loyal to them. As we continue to thrive, we are able to better serve our Members and communities so they may thrive too.

Ray K. Ragan, MAd (PM), PMP is the Assistant Vice President of Project Management for the Tucson-based Vantage West Credit Union. Prior to joining the Credit Union movement, Ray worked in defense and FinTech, bringing machine learning, intelligence systems, along with speech and predictive analytics to enterprise scale.

Ray holds a Master’s degree in Administration from Northern Arizona University with an emphasis in Project Management and a Certificate in Strategic Decision and Risk from Stanford University. He is a credentialed Project Management Profession (PMP) and has several Agile Project Management certifications.

Ray is a highly decorated U.S. Army Reserve officer, serving combat tours in Iraq and the Philippines and multiple mobilizations around the world.

Connect with Ray on LinkedIn.

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