Become a Member

Membership New Cropped

Learn about member benefits.                      


Volunteer new cropped

Expand your skills, network and give back.

Grow Professionally

Professional Growth

Certifications, mentoring, and study groups.

Become a Sponsor

Sponsorship Photo

Sponsorship puts your business front and center.

Governance Forum - 171025

"PMO Governance Case Studies" 
presented by Dan Petell Sr. IT Director, Equifax

The PMI Atlanta Governance Forum has established a premier collaboration and networking experience for Project/Program Managers and those involved with PMOs – to share challenges, trends, leading practices, and thought leadership.

Governance practitioners typically include members from strategic, corporate, and operational management. Attendees will find this forum beneficial and should gain invaluable, just-in-time insight for existing business challenges.


An Interactive workshop that will involve all participants in diagnosing and recommending solutions to a problem statement brought forth by a pre-selected volunteer

As a follow up to the October 2016 PMI Governance Forum meeting where Dan Petell, Sr. Dir. from Equifax, presented “Know What Value You Are Bringing to the Organization

This is a follow-on workshop that will focus on a PMO challenge request submitted by one of our Governance Forum Volunteers.  The specific challenge is the formation of a new PMO.

The result of the workshop will be an action plan that is developed through recommendations from the attendees.  To participate in the workshop each attendee will be asked to maintain confidentiality and not repeat specifics outside of the workshop.

The workshop, which will be led by Dan Petell, will be highly interactive:

  • Starts with presentation of the challenge
  • Followed by questions pertaining to the challenge from the attendees
  • A breakout session to create assessments and recommendations to address challenge and achieve higher value
  • Wraps up with the challenge owner committing to further actions



  • BBA in Accounting
  • Certifications in project management (PMP), agile (CSM, SA, SP) and process improvement (SSBB)
  • Experience (Accounting 10 years, Operations 3 years, Sales 2 years, IT 25 years)
  • Career Highlights
    • – Designed shared services structure while implementing a Procurement Technology Program for a $5B organization in the financial services industry
    • – Established and managed a Portfolio Management Office to prioritized enterprise wide initiatives for the CFO within  a $5B organization in the financial services industry
    • – Established and managed a Technology Compliance PMO to support SOX, security and asset management within a $8B media company
    • – Lead Modernization Program for a $2B organization in the insurance industry with $90M in benefits through developing and optimizing a business capability modelling. Created Program management framework, process and standards as part of managing the program
    • – Designed version 2.0 for new product innovation for a $2B organization in the financial services industry modifying engagement model to support market testing

Light refreshments and beverages will be provided.

Global Payments


Wednesday, October 25, 2017, 5:30 PM - 7:30 PM


Global Payments, 10 Glenlake Parkway NE, Atlanta, GA
(770) 829-8000


PMI Atlanta Member: $12.00, Early Bird Rate $10.00 through October 18th
Non-Member: $15.00, Early Bird Rate $13.00 through October 18th

Forums no longer accept cash registrations at the door.  Please register in advance or via credit card at the door.

Meeting content, presenter, and location are subject to change. Refunds will not be made for changes in meeting content, presenters, or locations. 

Logging PDUs

Earn 1 PDU
Talent Triangle Category: Strategy & Business Management

PDUs can be claimed here.
For detailed instructions, please visit the CCRS User Guide.

Event Properties

Event Date 10-25-2017 5:30 pm
Event End Date 10-25-2017 7:30 pm
Registered 27
Cut off date 10-25-2017 11:55 pm
Individual Price $15.00
We are no longer accepting registration for this event
$15.00 48
Share this event:

Agile Final

AEC Forum Final v2 

Entertainment Final v2 

Governance Final


Healthcare Final

Technology Final


Chapter News

  • The End of the PMO - Creating and Sustaining PMO Value": May Governance Forum Summary

    Written By Alex Blench, PMP, MSAThe May Governance Forum hosted PMI Fellow and Managing Partner of Norman & Normal Consulting, LLC Eric Norman for an engaging discussion about how to create lasting value in a PMO. Eric is a management consultant with 25 years of extensive governance and business process design experience. Overview The traditional PMO frequently seems to be in a position to justify its own existence. During this forum, Eric examined why so many PMOs seem to dissolve after just a few...

    Read More ...

  • "Healthcare: Let’s Get Personal….It’s All about You!": May Healthcare Forum

    Get ready. Genomic data and precision medicine are redefining the point of care. Wrriten by Claudia Greene Bud Zborowski, Healthcare Executive, delivered a captivating presentation to the May PMI Atlanta Healthcare Forum. Attendees enjoyed an insightful and informative presentation and discussion on the evolution of Healthcare through Genomics and Precision Medicine at the point of care.Bud is a healthcare corporate and business development executive. His healthcare career accomplishments are...

    Read More ...

Special Thanks to Our Sponsors

Global Payments    Riverwood Associates    HPE New Logo            Philips Logo    Matrix