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The Value of Project Management

March 15th, 2018 9:00 AM – 3:00 PM


The Value of Project Management
March 15, 2018
9:00 am – 3:00 pm

Session Overview

Join us for this informative educational session on Project Management, how it looks today and how it affects your organization. 
This is a basic course that describes the project management methodology and the basic components, including:
  • Project Organization and Prioritization
  • Project Prerequisites
  • Three phases: 
    • Project Initiation
    • Project Execution
    • Project Close-out
  • Glimpse at the toolkit
  • To convey the value of the PM discipline and the partnerships critical to the success of its implementation   
  • To reveal the PM infrastructure and instill confidence in your capabilities to adopt and consistently use the model
  • To share best practices and best outcomes achieved when the methodology is fully utilized

Session Agenda
8:30 am to 9:00 am - Signing in, networking, light breakfast
9:00 am to 3:00 pm - Training (Lunch is Provided)

Who Should Attend
This training has been designed for CEOs, Senior Management, Managers and other professionals.   

About Your Speaker
Bonnie Ortiz, Founder, O2 Consulting Group

Bonnie Ortiz formed O2 Consulting Group, a premier professional services firm, in January of 2018 after spending almost a decade as the Chief Operating Officer for The Partnership Federal Credit Union.  A recognized expert in strategy formation, process improvement and project management, Bonnie now provides her clients with a comprehensive operational toolkit, aligning people, process and systems to corporate goals.

In 2009, Bonnie joined The Partnership Federal Credit Union to help the CEO bring value to their community by focusing on the advancement of people, processes and projects with the goal of creating a high performing team. During her tenure at the Credit Union, she provided value through partnership for members by developing products and services such as the Value in Partnership (VIP) member engagement program, and eValuator, a member-facing cost-comparison tool to help members save on their loans. Bonnie instilled a culture of operational excellence using a proven product and project management methodology to complete dozens of successful programs.

Bonnie was honored with the 2015 Credit Union Times IT Executive of the Year Trailblazer Award and the 2014 Credit Union Magazine Rock Star Award for her innovative approach to business technology. In 2015, The Partnership FCU received the Credit Union National Association (CUNA) Lending Council Excellence in Lending Award for the lending evolution project and the CUNA Louise Herring Philosophy-in-Action Member Service Award for the VIP Program.

Bonnie is a University of Pittsburgh graduate and completed both the Federal and Commercial Project Management programs at George Washington University. In her spare time, you can find Bonnie applying her passions for people, processes and projects in ways that make a difference. Bonnie currently serves as the Commodore of the Herring Bay Yacht Club and on the board of the Dream Queen Association, giving her time and expertise to cultivating the next generation of leaders..

Session Fees
$290 for credit unions with >$50M in assets
$145 for credit unions with <$50M in assets
$72.50 for credit unions with <$10M in assets

* Register 2, Get 3rd FREE!

Tuition Reimbursement
Maryland and D.C.-based credit unions with up to $150 million in assets may be eligible for up to 75% educational reimbursement from the Credit Union Foundation of MD & DC.

MD|DC Credit Union Association
8975 Guilford Road
Suite 190
Columbia, MD 21046

Event Info


March 15th, 2018 9:00 AM – 3:00 PM


MD|DC Credit Union Association
8975 Guilford Road
Suite 190
Columbia, MD 21046


Phone: 443-325-0772

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