Downtown Meeting: Personal Finance as a Project

May 31, 2018
5:30 PM - 6:30 PM
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Experis
1001 Fannin Street Suite 4550
Houston, TX 77002
Directions

PMI Downtown Meeting Venue:

*Experis will validate parking in the garage at Lamar and Fannin. Please bing your ticket with you.

*The meeting will be on the 45th floor, in the Main Conference Room

Jim Galpin, MBA

**We apologize for the inconvenience but our original scheduled speaker Roland Cuellar will not be in attendance at our May 31st meeting. Our new scheduled speaker is Jim Galpin, MBA with 20 years of experience as a Project Manager.**

Jim spent 19 years running projects aligning people, processes, and technology in the investment management industry. He graduated from Texas A&M University with a BA, and then later obtained an MBA at the University of Houston. He holds the Series 7, Series 66, and a state Life, Accident, & Health insurance license. Now at Ameriprise Jim helps families whether working for somebody or in business for themselves organize their finances and establish plans to help them become more confident in reaching their goals.

Topic Description:

Personal Finance as a Project

This Session Qualifies for:

Parking:

Venue Information:

Agenda:
5:00 - 5:30 pm Networking
5:30 - 6:30 pm Program

Professional Development Units (PDU) for PMI certified professionals:

The introduction of the updated CCR system, has resulted in a much simpler procedure for claiming PDUs. As before, there are no specific PDU codes for events that award up to 2 PDUs. Each PMI Houston meeting with a 1-hour presentation, on a PM Talent Triangle topic, equals 1 PDU. (The category for each presentation will be indicated on the web-site) This includes dinner meetings, pre-dinner meetings and meetings at any of PMI Houston's satellite venues. If you attended both pre-dinner and dinner presentations, please submit 2 PDU claims following the process below for each presentation event.

Procedure for getting PDU credit for PMI® Houston’s meetings towards the recertification of your PMI credential (PMP, PgMP, etc.):

Go to www.pmi.org and log in using your pmi.org Username and Password.
Select myPMI and click on “Report PDUs”
Click on “Organization Meetings” and fill in the form.
Organization Host " PMI Houston "
Title “Chapter Meeting”
Meeting Number (Optional) C012 (zero)
Date Started Use Calendar to complete
Date Completed Use Calendar to complete
PDUs claimed - Enter 1, under the relevant category of the Talent Triangle. (Each 1 hr. presentation equals 1 PDU)
Review the data entered, if correct click the box indicating "I agree this claim is accurate"
Click Submit

Save a copy for your records

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Meeting Information

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