PMI Houston Southwest / Sugar Land (Live, In-Person): "Engagement Unleashed: The Gen-Z+ Opportunity"

Pre-Dinner Presentation: "Why Finance Is Essential In Project Management?"

Katy Doan is an executive leader with a proven track record of executing strategic vision and driving organizational performance across firm operations, business development and finance management at global corporation ($32 billion) as an CFO - Vice President of Finance, Regional Controller.

Katy has an outstanding track record of more than 20 years of building world-class corporation and developing the accounting, finance, project management, IT, HR… departments to grow them. She is a regular commentator on international financial markets and investment strategy, with experience in private equity, international investment banking, global financial markets and portfolio management at major Texas, California, Florida… firms.

As CFO - Vice President of Finance, Katy built and led all financial strategic plans and played an instrumental role in all aspects of the busianess related to the corporation expansion, ranging from the Merger & Acquisition of 20 companies around the globe and also increased the number of 98 locations in US, up to 10000 people.

Katy is also a founder and CEO of her own CPA Firm, where she helped guild the middle market firm’s infrastructure, define the brand, and drive business growth. While there, she developed and executed business building strategies that helped the founders and business owners in crafting value-driven growth plans and assisting with building management teams and scalable infrastructure capable of supporting significant growth. Her partnership approach drives value with management teams while respecting the entrepreneurial vision of company founders.

Katy received a Master of Science in Accounting from University of St. Thomas, where she graduated with the highest distinction, with Honors Accounting Society. With her first MBA from Columbia Southern University, she is pursuing her Executive MBA - number 1 MBA program for entrepreneurship in USA from Rice University.

As a researcher for Doctor in Educational Leadership in University of St. Thomas, Katy has lots of valuable articles about gifted students, education, parenting… as a writer and a speaker in some national conferences in US. 

Katy serves on the Board of Directors for the largest global Project Management Institute - PMI - as Vice President of Finance. She is also the Professional Development Director - Board of Director for Rice University - Graduate Student Association. She is also an APA - American Psychological Association - Ambassador, Exclusive Ambassador for Texas Young Professionals, member of Rice University - Table-tennis club, Forte Foundation, American Educational Research Association, World Council for Gifted & Talented Children, Golden Key International Honor Society…

Katy got lots of professional awards with her big achievements: Bronze Medal for “Female Manager of the Year” - Stevie Award - the World’s Premier Honor; Lollipop award from City of Baytown for completing FY21 Capital Improvement Annual Budget; Best ExcelCEO; Women’s Scholarship Award for CFA program; Fulbright scholarship…

Katy is also a singer, model, MC, ping-pong player with lots of professional awards in both Vietnam and US. She is a lead singer in Rice University choir, joining lots of charity and community activities. 

Topic Synopsis & Learning Objectives:

1. Budget: every project needs to be planned according to a budget.

2. Dealing with unforeseen circumstances: in managing project’s cash cycle

3. Necessary skill to access the economic stability, financial stability and commercial profitability of a project through investment appraisals over a period of time.

4. Necessary skills in managing cash flow, profit, and loss accounts, balance sheet to monitor & control costs during a project.

5. Preparing accurate reports to present to Management Teams: focusing on return on investment, improving project management statistics.

PDU Triangle: 

     

Dinner Presentation: "Engagement Unleashed: The Gen-Z+ Opportunity"

Luke Goetting is an award-winning communications expert and founder of Puffingston Presentations – a creative agency based in Austin, Texas. He specializes in crafting engaging experiences for employees and audiences around the world.

He has collaborated with clients on CES keynotes, TEDx events and winning SXSW pitch decks and has been a featured speaker for the Project Management Institute (PMI), Society for HR Professionals (SHRM), Association for Talent Development (ATD), American Marketing Association (AMA) and many other amazing organizations.

Topic Synopsis:

The Gen-Z + Millennial workforce is here – and immediately challenging conventional business with “Quiet Quitting” and “Great Resignation” trends. Your company has two options: blame the pandemic and generational stereotypes…or discover how to maximize the emerging workforce’s significant talents with communications expert Luke Goetting. In this talk, Goetting showcases how managers and executives can improve retention by meaningfully connecting with employees. From transparency to mentorship to gamification, he’ll highlight actionable strategies that position your company for success – today and tomorrow!

Learning Objectives:

1. Participants will analyze motivations and values of Gen-Z+ employees – including meaningful work, flexibility and positive culture – that set the stage for effective engagement strategies

2. Participants will explore work dynamic preferences of Gen-Z+ employees – including strategic transparency, two-way communication and ongoing skills development – that enhance employee productivity.

3. Participants will explore work dynamic preferences of Gen-Z+ employees – including strategic transparency, two-way communication and ongoing skills development – that enhance employee productivity.

PDU Triangle: 

     

Agenda:

5:00 pm to 5:30 pm    Networking
5:30 pm to 6:30 pm    Pre-dinner Speaker Presentation
6:30 pm to 7:00 pm    Networking, Dinner Opens, Chapter Announcements, PM Toastmasters Club Announcement
7:00 pm to 8:00 pm    Dinner Speaker Presentation

Location:

Schlumberger - Sugar Land Campus
210 Schlumberger Dr, 
Sugar Land, TX-77478