Southern New England Chapter of PMI

Springfield - February 2020 WMPMF Meeting

Springfield - February 2020 WMPMF Meeting

Tuesday, February 25, 2020 | 5:30PM to 7:00PM

Western New England University
Kevin Delbridge Welcome Center
1215 Wilbraham Road
Springfield, MA
(click here for directions)

5:30 - 6:00pm  Check-in, Pizza and Networking
6:00 - 7:00pm  Presentation

Costs: Pre-Register At the Door
SNEC Members $15 $20
Non-SNEC Members $20 $25
Note: Members must LOGIN to website prior to registering to obtain their $5 discount
Registration closes:
Sunday, February 23, 2020 at Midnight

In Association with:


Sponsored by:



The PM for this event is: Bevin Morrissey, MS, PMP
Tele: 413.330.3954
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Know Your Audience, Tailor Your Message
A Case Study of Complex Communications with Scott Berard

Complex projects can be overwhelming for stakeholders. How do you ensure your stakeholders get the information they need? Communication format, tone, and content are all critical elements. You also need to identify which stakeholder needs to hear a particular message and understand how that stakeholder interprets information to gain their buy-in and support.

In this case study, you will experience the story of a team of project managers who worked together to transition two Agricultural Credit Associations (ACA) from their previous providers onto Financial Partners, Inc.’s (FPI) technology platform. Scott Berard, Chief Customer Officer at FPI, will illustrate the onboarding project’s stakeholder hierarchy, how this hierarchy helped the FPI project team communicate appropriately to each stakeholder level, and ultimately ensured that all stakeholders knew the information they needed to provide their piece of the puzzle that brought the project to a successful conclusion.

Additionally, Scott will provide an introduction to the Farm Credit System, one of its primary technology providers, and how critical project management has become to that technology provider’s continued success.


Talent Triangle

PDU Info: You will need to record and self-report your PDU's for this activity. Following the guidelines of the new CCR program and the PMI Talent Triangle®, the PDU's for this course can be applied as follows:

1.0 PDU total; 0.5 PDU - Strategic and Business Management and 0.5 PDU - Leadership


Speaker Bio:
Scott Berard
Scott Berard
is an Executive Vice President and Chief Customer Officer at Financial Partners, Inc. (FPI), where he leads their Partner Relations and Communication groups responsible for building mutual understanding and enhancing the collaboration between FPI and its ACA Partners.

Scott spent 25 years with Bank of New York Mellon in various roles, all focused on managing the delivery of client-centric products and services. Scott earned his BA in Financial Economics from Saint Anselm College in New Hampshire. In his spare time, Scott operates a Christmas Tree Farm in Hadley, Massachusetts.



WMPMF is an opportunity to network with your colleagues in an informal setting, benefit from a valuable presentation, and earn a PDU at little cost.  Pizza and soft drinks are included in the cost of the meeting.




Interested in presenting at a SNEC Professional Development meeting?
Please click here or contact us at: This email address is being protected from spambots. You need JavaScript enabled to view it.



Please register online to ensure an accurate count and reserve a spot at this event, as space is limited and walk-ins can not be guaranteed a seat.


If the event is cancelled by SNEC-PMI and is not being rescheduled, the pre-registered participants will be notified via an email broadcast and a full refund will be processed. If the event is rescheduled and the pre-registered participant cannot attend the new date, SNEC-PMI will process a full refund.

For any individual cancellations, please notify the PM of the event. Any user requested cancellation prior to registration ending, will be refunded the amount paid, minus a 10% cancellation fee. SNEC-PMI does not provide refunds for any user requested cancellations after the registration deadline or for No-Shows.


In the event that inclement weather is forecast for the time of the event, a cancellation decision will be made prior to the scheduled event.

If the meeting is cancelled, registered participants will be notified of the cancellation via an email broadcast. We will also endeavor to get meeting cancellation notices broadcast by local media. Notification of the re-scheduled event or refund will also be communicated via an email broadcast.

If a decision is made to hold the meeting, our normal cancellation policy (above) will be in effect, i.e. there will be a 10% cancellation fee for any individual cancellation requests prior to the registration deadline. We do not refund any individual requests after the registration deadline or for no-shows.


When you enter the SNEC-PMI event, you will be entering an area where photography, video and audio recording may occur. SNEC-PMI takes photographs and/or makes audio and/or video recordings of people involved in chapter activities and/or events. SNEC-PMI staff may use such photographs or audio/visual recordings to recall activities or participants and may use them in SNEC-PMI's publications and/or advertising materials to let others know of our event. In addition, local news organizations may hear of our activities or events and SNEC-PMI may allow them to record our events for news reporting on special interest features.

By entering the SNEC-PMI event premises, you consent to: photography, audio recording, video recording and its/their release, publication, exhibition, or reproduction to be used for live streaming, promotional purposes, advertising, inclusion on web sites, and/or any other purpose by SNEC-PMI. You release SNEC-PMI from any liability connected with the taking, recording, digitizing, and/or publication of photographs, computer images, video and/or sound recordings.

By entering the SNEC-PMI event premises, you waive all rights you may have to any claims for payment or royalties in connection with any exhibition, streaming, webcasting, or other publication of these materials, regardless of the purpose. You also waive any right to inspect or approve any photo, video, or audio recording taken by SNEC-PMI or the person or entity designated to do so by SNEC-PMI. You have been fully informed of your consent, waiver of liability, and release before entering the event.

Event Properties

Event Date 02-25-2020 5:30 PM
Event End Date 02-25-2020 7:30 PM
Registration Closes 02-23-2020 11:55 PM
Individual Price $15 for members / $20 non-SNEC members
Location Western New England University - Kevin Delbridge Welcome Center
We are no longer accepting registration for this event