Speakers

KEYNOTE SPEAKERS:

Ryan Childers

Managing Director
Resource Management Institute

Ryan is the Managing Director of the Resource Management Institute. With specific expertise in Global Resource Management, Ryan was an early adopter and implementer of the Just-in-Time Resourcing® brand of human capital management solutions. His passion for the resource management discipline is central to his role leading this important industry institute. Prior to leading the RMI, Ryan spent several years leading the Training practice at RTM Consulting, a role he maintains today, and as a consultant, helping clients accelerate growth and implement operational best practices, delivery methodologies and Just-in-Time Resourcing®. Ryan holds a Master’s degree in Information Communication Sciences and a Bachelor’s in Management from Ball State University.

Wil Davis

Founder and Principal
Noble Why, LLC

Wil Davis co-founded Ontario Systems, LLC, serving as its CEO until 2008 and as its Chairman until the 2017 sale of the company. Capitalizing on his business experience, he launched Noble Why, LLC, an organizational effectiveness consulting firm dedicated to helping organizations foster passionate, purposeful, and productive cultures where there is both an individual and collective pride in the work being accomplished.

Wil is an entrepreneur with both his BS and MBA from Ball State University. He has received many recognitions for his contributions to his industry and community, including an honorary doctorate in Business Management from Indiana Wesleyan University.

Wil is an author (Creating a Culture of Excellence, Changing the World of Work One Person at a Time), sought-after speaker and training consultant with over 30 years of leadership experience. He has a true passion for helping companies develop and maintain successful and inspiring corporate cultures.

Prior to co-founding Ontario Systems, he gained financial, engineering, and software systems experience with Mutual Bank and General Motors. He currently serves as a board member for a number of organizations including: IU Health Ball Memorial Hospital, AAA Hoosier Motor Club, and Northwest Bank.

Marc Lacroix

Managing Partner
RTM Consulting, Inc.

Marc is a Managing Partner of RTM Consulting with a proven track record in Services business optimization and delivery management in a variety of companies. He manages all RTMC consulting projects for both Professional/Consulting services and Enterprise/IT operations while sharing his deep Resource Management experience as a master instructor for the RMI’s RMCP® certification program. Marc holds an MBA from the Hough Graduate School of Business at the University of Florida, and a BA in Economics from Wake Forest University.

2024 SPEAKERS:

David Binnings

Senior Director, GTM Services Strategy and Operations
DocuSign

David is the Sr. Director, GTM Services Strategy and Operations for DocuSign supporting the Professional Services and Customer Success organization. With over 20 years’ experience in Professional Services and Support spanning across various industries, he has held positions in Leadership, Resource Management, Program/Project Management, Operations, and Consulting. These unique perspectives have allowed David to build and transform Resource Management organizations to meet the ever-changing landscape of today’s Services businesses. David has a Bachelor’s in Electrical Engineering, a Master’s in Business Administration, and holds both PMP® and RMCP® certifications.

Andrew Bone

Chair & Co-founder
Dayshape

Andrew Bone is the Chair & Co-founder of Dayshape, an award-winning enterprise software company providing AI-powered resource management software. Dayshape was born out of Bone’s experience working with PwC, where he saw first-hand the challenges of resource management, and realised how crucial it was to the success of any professional services firm. A technologist at heart, he saw an opportunity to transform resource management with software, and by doing so improve the working lives of thousands of professionals. Dayshape has gone from strength to strength, counting two of the Big Four as customers, and has users across more than 55 countries. It is the only dedicated resource management software that combines advanced AI-based optimization with built-in engagement financials, giving Resource Managers the super-powers to add strategic value to their firm.

Heather Boss

Tax, Resource Manager
RSM

Heather Boss is a Resource Manager in Tax for RSM. She brings over 14 years of Resource Management experience. Heather has worked in both the Big 4 and Middle Market Firms. During that time, she has worked in Consulting as well as Audit and Tax. She has lead teams, helped establish RMO procedures as well as test and implement software for the RMO. Heather is also a people leader and truly enjoys this piece of her role. Developing talent and teaching them the day to day of Resource Management is a true passion. Heather has held her RMCP® certification since 2020.

Elaine Brady

Resource Management
Henny Penny

Elaine started her journey to resource management as a Project Manager for Henny Penny, an international foodservice equipment company. As the company’s Project Management Office was established and continued to grow and evolve, Elaine’s role evolved as well. She began focusing extensively on resource management, starting within the IT department and expanding to an enterprise-level. Currently, she is responsible for the oversight, administration, strategic support, and reporting of project-based resources across all departments and levels of the company. The work Elaine does ensures her company’s recently formed Enterprise Prioritization Team can make informed decisions regarding resourcing and execution of key projects throughout the organization.

Elaine holds a Master’s Certificate in Project Management from the University of Pittsburgh, a Project Management Professional (PMP®) certification, and is a Resource Management Certified Professional (RMCP®).

Dylan Brown

Associate Director, Resource Management
WTW

Dylan is the Associate Director of Resource Management for North America Work & Rewards at Willis Towers Watson (WTW). At WTW, he leads a team of Resource Managers who are responsible for assigning, developing, and retaining professional services colleagues. Dylan began his Resource Management career in 2011 building a Resource Management Office (RMO) for a professional services team in the enterprise software industry. He is a Resource Management Certified Professional (RMCP)® with advanced degrees in the field of Human Resources.

Christine Clardy

Operations Delivery Leader
Broadcom Software

Christine is an accomplished professional with over 14 years of experience in resource management, distinguished for her strategic leadership. She played a pivotal role in developing a centralized RM process and establishing a unified global resource management office in Professional Services. Collaborating with various business units, she provides targeted support to drive meaningful change and optimize business processes. Christine’s collaborative approach extends to global alignment, emphasizing her commitment to excellence and continuous improvement. Currently overseeing a team of 13 high-performing Resource Managers across multiple locations, including the United States, India, and Costa Rica, Christine has remained dedicated to amplifying the value of Resource Management in Professional Services since joining Broadcom in 2023.

David Cochran

Global RMO Lead
Nutanix

David Cochran has three decades of experience optimizing the effective use of our most valuable asset, the workforce. He graduated from the University of Southern Mississippi with a BSBA in Management and spent fifteen years in various consulting firms, primarily focusing in operations. Currently, he is pursuing his long-term passion of specializing in resource management. David has contributed significantly to creating RMOs for companies like Iron Mountain and Raytheon Technologies, and he has played a key role in solidifying and expanding RMOs with Conduent and Nutanix. His expertise extends across both enterprise/IT and professional service delivery organizations. Beyond his professional endeavors, David’s greatest success lies at home in an empty nest, where he and his wife Denna successfully managed the planning, allocations, and opportunities for seven children who’ve grown into outstanding young adults.

Nick Cochran

Director
Resource Management Institute

Nick is a Director for the Resource Management Institute and brings over 15 years of experience in services strategy, operations, delivery, and management. He has led teams responsible for enterprise software implementations, consulting, training development and delivery, and managed services. Nick was an early adopter of the Just-in-Time Resourcing® brand of human capital management solutions, was a student in the first-ever RMCP® class in 2014 and is now a lead instructor for the program. A frequent speaker at RMGS and other industry associations, Nick holds an MBA and a BS in Business Management from Anderson University.

Bill Cornfield

President and CEO
WSG Systems

Bill is the founder of WSG. In his current role he regularly consults with senior management of WSG’s clients regarding all aspects of their professional services organizations. Before starting WSG, Bill served as Vice President and Director of the Electronic Banking Division at Chemical Bank in New York. He was responsible for the development of the Pronto Home Banking System for Chemical and BankLink a corporate cash management system. Prior to joining Chemical, he was with Touche Ross & Co. where he was responsible for working with large clients performing systems reviews and analysis. He is a CPA, and holds a Master’s Degree in Business Administration from the University of Chicago.

Robert Dal Bianco

Global Project and Resource Management Office Director
Diebold Nixdorf

Rob is responsible for the Global Project and Resource Management Office for Diebold Nixdorf Professional Services. With over 15 years in the Resource Management Industry, Rob was responsible for creating the Resource Management Office within Diebold Nixdorf US. This successful implementation then expanded into Canada, LATAM and the rest of the regions around the world for Diebold Nixdorf which drove standardization, efficiencies and more accurate planning globally for the company. He has over 35 years of IT and Professional Services experience supporting clients in Automotive and Banking. Rob holds a Bachelor’s of Science degree from Wayne State College.

Sean Doyle

Manager, Resource Management
Hyland Software

Sean leads the Global Services Resource Management team at Hyland Software. He began his Professional Services career as a Solution Consultant implementing solutions primarily for Commercial and Financial Services customers 8 years ago. Sean was a founding member of Hyland’s Resource Management team in 2018. He became a Resource Management Certified Professional (RMCP)® and has helped implement the Just-in-Time Resourcing® model into practice. Sean currently leads a team of Resource Managers who are responsible for staffing all services engagements, managing capacity, and aiding in development and retention of about 400 billable resources. Sean has a Bachelor’s degree in Business Administration and Information Technology from Nazareth University.

Alison Driscoll

Resourcing SME
ProFinda

Alison has been working in Professional Services for almost 20 years, and has worked at two of the ‘Big Four’, in various operations and resourcing roles. Her most recent role was the Head of Resourcing at KPMG UK. Alison and her team were responsible for the successful deployment of all staff across audit and advisory. To give an idea of the scale of the role, in any given year they deployed 14k staff on around 1.6m projects, resulting in 25m chargeable hours. Ultimately, their job was to get the right people, on the right job, at the right time, and for the right price. Alison was also involved in the sourcing, selection and implementation of ProFinda at KPMG, and was so impressed by the tool and what it could do that she decided to jump on board! Now, her skills and experience are being utilized to inform product development and sharing best practices with clients implementing ProFinda.

Susanne Finger

Senior Resource Manager
PointClickCare

Susanne is a Sr. Resource Manager at PointClickCare, the leading healthcare technology platform that enables meaningful collaboration and access to real-time insights at all stages of a patient’s healthcare journey. She spent 6 years at PointClickCare as an Implementation Specialist and Practice Delivery Manager, where she acquired a deep knowledge of Professional Services and a realization of the importance for a Professional Services Organization to have a dedicated Resource Management Office. This experience ultimately led her into her current position, where she has spent two years leading the creation and development of the RMO for PointClickCare and continues guiding its maturity. Susanne has a bachelor’s degree in social science from Wayne State College, where she played on the Women’s basketball team. She also holds LPN, MCSE and RMCP certifications.

Srikrishnan Ganesan

CEO and Co-founder
Rocketlane

Sri is the CEO and Co-founder of Rocketlane, the #1 rated Customer Onboarding and PSA Platform. A two-time entrepreneur, he is passionate about all things CX and project delivery. Sri has spent his last decade building and scaling SaaS businesses. His last start-up was acquired by Freshworks (NASDAQ:FRSH) in 2015.

Vivi Gehan

Sr. Consultant, Services and Operations

Vivi Gehan has a combined 10+ years of experience in consulting and business operations experience both on the client-facing side as well as back-end operations. Her experience encompasses establishing business processes, KPIs, efficiencies, software implementation, inter-departmental collaboration, and services enhancements for client satisfaction and retention.

Vivi graduated from the University of California, Berkeley, with a degree in Psychology. Her professional career ranges from in-house marketing automation expertise to marketing automation and e-commerce consulting agency client services and business operations executive leadership.

Vivi currently resides in Seattle, Washington, where she spends her time with family, friends, and her pets, while avoiding the rain as best as possible.

Greg Hensley

Director
Resource Management Institute

Greg is a Director for the Resource Management Institute and brings over 20 years of enterprise software leadership experience building professional service offers and delivery teams that span the healthcare, mortgage, and financial services markets. Prior to joining the RMI, Greg served as Resource Management Director at ICE Mortgage Technology where he developed the RMO and managed the resource partner network. He is now a lead instructor of the RMI’s RMCP® certification program. Greg holds a Master’s in Information Communication Sciences and a Bachelor’s in Human Resources and Information Technology Management from Ball State University.

Mckenzie Houston

Capacity and Capability Manager
AECOM

Mckenzie Houston is the Capacity and Capabilities Manager for Compass, part of an AECOM joint venture. Under this role she is responsible for ensuring that the purpose, goals, and objectives of the Resource Management Office (RMO) are met. Mckenzie and her team recently launched a successful mentoring program within the joint venture to help staff build their network and expose them to more career opportunities.
Mckenzie is also a published researcher, who has worked with various stakeholders focusing on community engaged research, communications, and outreach. She developed a comprehensive outreach plan for collecting community stories, intended to influence state policy and legislation.
Mckenzie holds a Bachelor’s in Biology, a Master’s in Public Health, and is also a certified Resource Management Professional (RMCP®). She is currently located in Nashville, TN and can be reached at mkenzie.houston@aecom.com.

Beth Hunter

Resource Experience Management (REM) Leader
Rehmann

Beth Hunter, the Resource Experience Management (REM) Leader at Rehmann, is positioning and scaling the RMO for success. Beth is deeply committed to aligning individuals, projects, and schedules, and she channels her passion into inspiring and nurturing teams to cultivate the same ethos of collaboration and synchronicity. Accomplished by seeking to understand stakeholder perspectives, she operates from a growth mindset with compassion, fortitude, and integrity.

Before joining Rehmann, Beth spent a decade at a Big 4 firm, where she led resourcing for the Business Design practice of 260+ consultants across the US. Her role involved balancing pipeline demand with availability, strategically considering business needs, project preferences, individual working styles, diversity, and team dynamics. During her tenure, Beth achieved remarkable results, including 115% net full-time equivalent (FTE) growth, a 16% increase in utilization, and reduction in missed timesheets from ~10% to under1%!

Beth’s expertise extends to experience management, and she was featured on the Unboxing Humans [open.spotify.com] podcast with Danielle Boris. As a Resource Management Certified Professional (RMCP)®, she brings her passion for people-first management to Rehmann, ensuring the firm continues to thrive by prioritizing its talented workforce, and champions “Empowerment drives success. Each associate represents a spoke on the engagement team wheel where exceptional delivery rides on strategically and collaboratively balanced team, leadership, firm, and client tires.”

Beth holds a bachelor’s degree in business administration from Bryan College and enjoys been an integral part of Rehmann since October 2023.

Michael Lane

IT Director Resource Management
The Cincinnati Insurance Company

Mike is the IT Director Resource Management at The Cincinnati Insurance Company (CIC). As an insurance industry veteran with 21 years of experience, he previously served as an underwriter, project manager, program manager and group manager overseeing business analysts. In 2013, Mike was a founding member of CIC’s Resource Management Office, where he helped establish standard operating procedures, a service suite and service level agreements. He currently manages a group of managers and officers and has responsibility for approximately 400 IT associates. Mike holds a Bachelor of Arts degree in Economics from the University of Cincinnati in addition to numerous certifications across the insurance, IT, resource management and communications industries.

Vera Lawson

Sr. Manager, Enterprise Resource Manager
Optiv Security Inc.

Vera is a servant leader who creates positive change, enabling her organization and the people that she leads to continued growth, and effectiveness in their jobs. Her personal leadership philosophy is “To inspire and enable people to achieve success as they traverse an uncertain world.”

As the leader of the RM team in Optiv, Vera and her team are creating a world-class resource management team infused by the RMI principles. This includes their unique maturity model, RM career pathways, and the recent roll out their RMO Charter. In the fast-paced world of today, Vera recognizes that change is here to stay and to stay relevant, we must be ready to pivot with those changes as individuals and in our teams.

Vera’s resource management organizational vision is: “One-stop shop for your resourcing needs.”

Wade Little

Partner and Practice Leader, Technology
RTM Consulting

Wade is the Technology Practice Leader for RTM Consulting. Wade has a proven track record of helping organizations solve business problems using technology and has extensive experience in IT strategy, project and program management, and technology implementations. Wade joins RTM Consulting from MicroStrategy where he was Senior Director of IT and Enterprise Project Management Office. His professional experience also includes program management and consulting roles at IBM, PwC, Ernst & Young and EDS. Wade holds an MS in Management of Information Technology from the McIntire School of Commerce at the University of Virginia, and a BS in Quantitative Business Analysis from Louisiana State University.

Katy Mabbitt

Vice President, Resource Management & Operations
Digital Management, LLC

Over the last 18 years in Resource Management, Katy Mabbitt has had opportunities to build a Resource Management Orgs from scratch, expand a local org to a global model, manage Resource Managers on the other side of the globe, and is currently leading the global Resource Management Organization at DMI. She has had to grow an org, shrink an org, compete for headcount, integrate teams in a merger, and find ways to optimize, optimize, optimize.

Dylan Mason

IT Resource Manager
The Cincinnati Insurance Company

Dylan is a Resource Manager in the IT Department at The Cincinnati Insurance Company. Having been at the company for 27 Years, her first 21 years as an IT Developer, Dylan has developed applications in Personal Lines, Commercial Lines, and Agency Interface Services. She currently manages IT Auditors, Shared Services developers, and IT Contractor Support Services. Dylan served in The United States Marine Corps as a Water and Hygiene Purification and Career Advancement Training Specialist.

Shannon McCarthy

Senior Consultant and Digital Analytics Services Resource Management Lead
LMI

Shannon McCarthy, a seasoned Senior Consultant and Digital Analytics Services Resource Management Lead at LMI, is at the forefront of shaping and implementing mobility strategies for the Digital Analytics Services Service Line. With a robust background in talent acquisition and management, Shannon has excelled in roles such as Internal Mobility Sales Business Partner at Pinterest and as the Internal Mobility Lead at LMI, where she played a pivotal role in developing and executing growth strategies, leading hiring efforts for complex roles, and promoting equity in the hiring process. As a dynamic speaker, she brings a wealth of knowledge on topics related to mobility strategy, resource management, and organizational development, making her a valuable contributor to discussions on talent optimization.

Shannon’s commitment to excellence is reflected not only in her professional journey but also in her educational achievements. Holding a Master’s in Organizational Development and Knowledge Management from George Mason University’s Schar School of Public Policy and dual Bachelor’s degrees from James Madison University, Shannon’s academic foundation complements her practical experience. Shannon is also a Certified Coach specializing in career coaching and a Resource Management Certified Professional. Her dedication to fostering inclusive and efficient workplaces is evident through certifications in Human-Centered Design and as a Certified Instructional Systems Designer. Recognized for her outstanding contributions, Shannon has earned Luminary Awards for Diversity & Inclusion and Leadership at LMI, solidifying her status as a thought leader and advocate for talent management.

Kristi Mitchell

Senior Resource and Partner Manager | Mainframe Technical Consulting
Broadcom Software

Kristi is the Senior Resource and Partner Manager for Broadcom Mainframe Technical Consulting and leads Resource Management from a global process perspective. She began her RM journey 14 years ago with the global development of RMO processes and procedures for Nimsoft. Her passion for organizing people and processes as well as developing relationships makes her a great fit for the RM world. Her journey has taken her to several companies through acquisitions. From Nimsoft to CA Technologies and currently to Broadcom. She is the RM Lead for 125+ internal resources and over 20 Service Partners.

Angela Nichols

Director, Customer Success Engineering
Kantata

Angela Nichols grew up in Professional Services, starting as a project team member and graduating up through PS organizations through roles including Project Manager, Resource Manager, PS Operations Director and Head of Professional Services. She is PMP, RCMP and SMC certified and is well-versed in both Professional Services processes and technologies. She has implemented and administered multiple PSA platforms as well as established PMOs and RMOs for multiple organizations.

Angela was a customer before coming to work for Kantata and today, she guides existing Kantata customers to achieve exceptional value from Kantata platforms throughout their lifecycle as the needs of the business evolve over time.

Lloyd Norman

Vice President of Strategic Solutions
ProSymmetry

Lloyd Norman is the Vice President of Strategic Solutions at ProSymmetry. Prior to joining ProSymmetry, Lloyd worked at a top 50 financial institution where he was responsible for all aspects of project delivery and where he architected an enterprise capacity planning ecosystem that continuously optimized the alignment of projects and epics with delivery teams and shared services personnel.

Lloyd has over 30 years of experience delivering value in PMO leadership roles, as a managing partner in a technology professional services firm, and as a consultant with IBM. Lloyd is an entrepreneurial leader who has consulted globally with clients representing a variety of industries including banking, aerospace, health care, DOD, insurance, manufacturing, oil and gas, and technology. Lloyd has a bachelor’s degree in industrial engineering from the University of Oklahoma and has SPC, LPM, SA, CSM, and PMP certifications.

Debra Olson

Senior Principal Consultant
RTM Consulting

Debra is a Senior Principal Consultant at RTM Consulting with a proven track record in services operations and global resource management. She has 20 years of consulting experience and leads many of the projects for the Professional/Consulting Services Team. In this capacity, she helps companies improve operational inefficiencies by identifying problems and developing both recommendations and a plan in order for them to improve. Debra holds an MBA from Montclair State University, and a BS in Communications from University of Texas, Austin.

Desiree Peyman

Resource Manager
LMI

With over 19 years of experience in supporting employee resource management and training projects across consulting firms, the military, and the Intelligence Community (IC), Desiree Peyman has demonstrated a commitment to optimizing organizational capabilities. Currently serving as the Resource Manager at LMI’s Management Advisory Services, Desiree oversees the career progression and deployment of over 850 employees, actively identifying opportunities for skill-aligned role transitions. A strategic leader, Desiree ensures the effective utilization of human resources, conducts operations reviews at the executive VP level, and provides insights for business growth. In previous roles at LMI and other prominent firms like Booz Allen Hamilton and SAIC/Leidos, Desiree played pivotal roles in talent management, leadership development, and national security initiatives, showcasing a comprehensive skill set that spans from training program design to implementation and evaluation.

Desiree’s expertise extends to diverse areas such as leadership development, talent management, competency development, adult learning platforms, and project execution. Armed with an M.S. in Strategy, Management & Leadership from Michigan State University and an M.B.A. with a focus on Leadership Development and Talent Management from the University of Maryland, Desiree combines academic excellence with hands-on experience. Recognized for outstanding contributions, Desiree holds certifications such as Human Centered Design (HCD) Certified by LUMA and Certified Instructional Systems Designer (CISD) from The Training Clinic. With a strong commitment to philanthropy, Desiree serves as the Director of Charitable Events for Rallye for Veterans. In summary, Desiree is a dynamic professional who seamlessly integrates strategic thinking, operational acumen, and a passion for talent development, making a significant impact on organizational success.

Kristi Phelan

Resource Manager
Wolf & Company, P.C.

Kristi Phelan is the Resource Manager at Wolf & Company, P.C., a national CPA and business consulting firm based out of Boston, MA. Kristi has been with Wolf & Company for over 20 years and has 17+ years of Resource Management experience. In her current role, Kristi is focused on leading the formation and development of a dedicated Resource Management team. Her vision is to strategically deploy both onshore and offshore talent across Audit, Tax and Risk Management services by aligning resources’ knowledge, skills, abilities and preferences. Kristi has a passion for employee engagement and development, and how using RM data and skill-aligned assignments to achieve employee satisfaction & retention & growth.

Kristi graduated from the University of Massachusetts, Boston, with a degree in Psychology. She currently resides in Billerica, Massachusetts, where she likes to spend time with her husband, five children and 2 dogs. Kristi is a Resource Management Certified Professional (RMCP®).

Damen Proffitt

Assistant Vice President, IT Resource Management
The Cincinnati Insurance Company

Damen is an Assistant Vice President of IT Resource Management at The Cincinnati Insurance Company and has 15 years of IT leadership experience across multiple disciplines. The last 5 years he’s served as part of the IT Resource Management Office and currently leads a group of managers and officers across the department with responsibility for the sourcing, development, and retention of approximately 400 IT associates.

Christine Robinson

Strategic Advisor, DayShape

Christine began her RM journey at a Big 4 accounting firm, became Managing Director and Head of Resource Management at one of the world’s largest CPA Advisory firms, and served a term as a member of the Resource Management Institute’s Advisory Board. Recognized as a top leader in the Philadelphia Business Journal’s 40 Under 40 List for her performance and community contributions, Christine has steered national teams, instituted firmwide functions, and established international joint ventures.

As the visionary and Founder of Resource Management In The Wild, her mission is to empower others to successfully navigate resource allocation. Today, Christine extends her contributions to the Resource Management community and the accounting/consulting sectors through strategic advisory roles with organizations that resonate with her purpose, in a continued commitment to shaping the industry’s future.

Jamie Skuse

Head of Product, Retain International

Jamie leads the Product team at Retain International, where he collaborates closely with the Resource Management community to innovate and shape the future of their Resource Management software products. With over two decades of experience in the professional services sector, Jamie has honed a significant focus on resource planning, particularly for large-scale consultancy projects and managed service contracts. Outside of work, Jamie is an avid walker who cherishes time spent with family and friends. He also indulges in his passion for LEGO as an AFOL (Adult Fan of LEGO).

Sandra Stanfield

Global Resource Management Director
CohnReznick

Sandy Stanfield is a Global Resource Management Director with over 20 years of Resource Management experience. Sandy is currently the Head of Resource Management at CohnReznick and worked at a Top 10 accounting and consulting firm. Sandy’s current success is building and leading a global resource management organization using the RMO maturity model and scorecard. Sandy is empowered by AI and Data to help the business and professionals to be successful with navigating a virtual global workforce. Her objective is to foster productivity through career opportunities based on professionals’ career goals and interests. Her vision is to focus not only on skillset and availability but to also include decisioning that would increase company margin, revenues and utilization.

Christine Thomas

Managing Director, Complementary Workforce and Talent Alignment
FORVIS

Christine Thomas is the Managing Director of Complementary Workforce and Talent Alignment at FORVIS, LLP, a top 10 CPA Firm. In her current role, Christine is focused on building and leading a dedicated Resource Management team, providing strategic support in deploying talent across Assurance, Tax and Consulting practices and oversees teams both onshore and offshore to provide alternative staffing solutions. Prior to joining her current firm, Christine spent a decade with a national accounting firm where she served as a tax professional as well as serving in a variety of internal client service functions including financial operations and capacity and resource management. Christine holds a Master’s of Accounting from Kennesaw State University, is a Certified Public Accountant (CPA), and a Resource Management Certified Professional (RMCP®).

Ligia Vail

Resource Planning Sr. Manager / RM Tax Service Line Leader
Baker Tilly

Ligia Vail is a Certified Resource Management Leader with over 16 years of experience in HR, including 10 years of exclusive work in the RM space with professional service organizations ranging from start-ups to Big 4 firms. She is passionate about learning new business areas, developing creative solutions for business enhancement, and building solid and strategic RM teams. Ligia has been with Baker Tilly for 2 years, and in her Sr. Manager role she has built and led the Consulting Services RM team and recently took on a challenge to lead the Tax RM team. Her biggest lesson through her RM career is that resilience is a must and change is the only constant.

In her free time, Ligia is pursuing her Masters in HR Development (graduating Spring/24) and enjoys reading, traveling, exercising, and spending time with family and friends. One of her favorite quotes is, “You can’t stop the waves, but you can learn to surf.” – Jon Kabat-Zinn.

Gary Ward

Director, Global Resource Staffing
Guidewire Software

Gary Ward is the founding member and Director of a centralized Resource Management Office at Guidewire Software, Inc. Since beginning as the first Resource Staffing Manager for the company, he is now leading a global team of RMs who support the Professional Services Business across AMER, EMEA & APAC. He currently oversees a first-class team who manage the allocation and redeployment of approximately 1000+ consultants worldwide, all while performing high-volume demand management and capacity planning responsibilities. He has a depth of experience in process efficiency, engagement lifecycle support, business operations, data analytics and quality control. Gary is a Resource Management Certified Professional (RMCP®) and holds qualifications in Business Management & Psychology.

Jared West

Sr. Consultant
RTM Consulting

Jared is a Senior Consultant at RTM Consulting with nearly 15 years of experience in professional services organizations. His prior experience includes technical delivery, project management, resource management, and service operations leadership. Currently he leads technology evaluation, adoption, and improvement projects at RTM Consulting with the goal of enabling customers to support their service delivery processes with technology. Jared holds an MBA from Ball State University, and a BS in Finance from Indiana University.

Dave Young

Sr Director of PS Research & Advisory
TSIA

Dave is the Sr Director of PS Research & Advisory for the Technology Services Industry Association (TSIA). With 30 years of experience in technology, across many functions in professional services including regional leadership, practice leadership, operations, project management, offer development, business insights and consulting, he is responsible for developing research programs to help TSIA members build and optimize professional services. Dave also carries responsibility for leading and delivering Advisory Services to TSIA member organizations, and previously ran TSIA Advisory Business Operations & Insights from 2019-2022. Dave is a resource management certified professional (RMCP®).