SYMPOSIUM DAY TRACK DESCRIPTIONS
TRACK 1: METHODS & PRACTICES
Turning Stakeholder Pushback Into Buy-In
Speaker: Stefani Havel
Description:
Attendees learn how to turn resistance into results by using structured communication, emotional intelligence, and Stefani’s 7-step CONVERT Method. This session teaches how to stay calm under pressure, reframe objections, and lead conversations that build trust and alignment.
Key Concepts:
- Reframing objections using validation language and logic.
- Emotional intelligence tools for influence and composure.
- Using DiSC to tailor messages to different communication styles.
Takeaways:
- 7-step model for navigating conflict with confidence.
- Practical scripts for reframing objections and earning buy-in.
- Increased ability to influence decisions with empathy and structure.
The Power of Your Voice: Skills for Crucial Conversations
Speaker: Elias Mokole
Description:
Clear analysis does not always translate into clear delivery, especially in crucial conversations where stakes are high and time is limited. Even when analysis and preparation are strong, communication can break down at the level of delivery: how information is carried, heard, and adjusted in real time. This session reframes communication as a practiced, observable skill rather than a personality trait, emphasizing that clarity in the moment begins long before the conversation itself.
Participants explore how intention, breath use, tone, and connection shape the listener’s experience and influence the ability to adapt under pressure. Rather than focusing on what to say, the session centers on how communication is delivered. Through short, guided observation exercises, conducted in small groups, participants listen for concrete elements of delivery such as pacing, tonal steadiness, and clarity of intent. The emphasis is on structured listening and descriptive observation instead of simulated scenarios or evaluative feedback.
Designed for professionals who lead meetings, facilitate discussions, or convey complex or high‑stakes information, this session equips attendees with a repeatable approach to preparing for crucial conversations. Participants leave with strategies that strengthen clarity, reduce cognitive overload, and support steadier, more responsive delivery—so that real-time adjustments become deliberate rather than reactive.
BAZINGA! Big Bang Techniques (No Joke!)
Speaker: Jennifer Battan
Description: Our product approach was in a hot dense state, then fourteen million sprints began, the devs had started…wait, what?! Roadmaps began to cool, new users used the tools, features were prioritized – we built it – we built a solution! Needs, capabilities, unraveling the mysteries that all started with…analysis! With compliments to Dr. Sheldon Cooper and his band of merry scientists, and apologies to The Barenaked Ladies. How do you choose the techniques and approaches to understand strategy, capabilities, needs, details, and everything else that makes a product successful? It sounds as complex as string theory, right? It really isn’t rocket science (though sometimes we do need engineers). In this interactive session, we will unravel the mysteries of technique selection and learn how to better explore our product universe get to the right detail within analysis work. Classic Cooper zingers and shenanigans may ensue.
- Learn how to identify problems and determine outcomes, not just take an order.
- Where do techniques come from, and how to select the right technique for the goal.
- Identify some classic big bang, impactful technique sequences that apply in many situations.
Confidence: Acquiring & Implementing the Unseen Catalyst for Project Success
Speaker: Trent Leopold
Description: This dynamic presentation showcases the importance of confidence for successful outcomes. Every attendee receives practical techniques rooted in recent neuroscience research findings for gaining, getting, and giving confidence – a mindset dimension directly relating to enhancing successes with their initiatives and practice. Participants will explore the psychological and behavioral foundations of confidence and gain an understanding of how confidence influences communication, performance, and strategic decision-making that are vital factors for successful outcomes. Attendees will learn to recognize the internal and external factors that affect confidence, including belief systems, self-talk, past experiences, and environmental influences. Actionable and effective techniques will be examined (such as reframing thoughts, the importance of body language, and meaningful preparation routines) for enhancing and maintaining confidence in various settings (professional and personal).
Learning objectives include defining and understanding confidence as a critical success factor, identifying confidence barriers and triggers, and applying practical strategies founded in neuroscience research for building and sustaining confidence.
TRACK 2: LEADERSHIP & STRATEGY
How to Delegate So It Gets DONE
Speaker: Barb Monson
Description: Most leaders don’t struggle with assigning work. They struggle with watching it come back incomplete, misaligned, or not done at all, causing frustration, rework, and the temptation to just do it themselves.
In this session, participants learn why delegation breaks down and how to replace vague handoffs with clear ownership, aligned expectations, and accountability that actually works. Attendees will explore the critical decisions leaders must make before delegating, including whether they are assigning a task or transferring responsibility, who the least qualified person is to handle the work, and whether the goal is efficiency, development, or both.
This session equips leaders with a repeatable delegation framework that reduces follow-up, improves results, and helps them shift from being the bottleneck to building a capable, accountable team.
- Identify what must be decided before delegating
- Apply key “Dos and Don’ts” when assigning work
- Conduct effective corrective conversations
Your Secret Weapon in the Corporate Jungle: An EI Case Study
Speaker: Felicia Joyner
Description:
Success in today’s workplace is not just about technical skill—it’s about how well you understand and manage emotions—both your own and others’. In this interactive session, you will use a real-world corporate case study where tensions run high and the “right” solution isn’t immediately obvious. Your guide will include the four pillars of Emotional Intelligence (EI): self-awareness, self-management, social awareness, and relationship management. The focus is on practical, immediately usable tools that support stronger relationships and accelerated career growth.
Whether you are looking to advance your career, lead with empathy, increase your influence, or navigate workplace challenges more effectively, this session gives you a personal EI toolkit you can apply right away to real-world challenges.
Learning Objectives
- Decode the Empathy Advantage: Understand how mastering empathy enhances influence, decision-making, and team collaboration.
- Unpack the Emotional Intelligence Toolkit: Explore the four pillars of EI and apply them to navigate even the most complex workplace situations.
- Measure Up and Muscle Up Your Emotional Intelligence: Assess your EI strengths and use proven strategies to improve them for lasting career impact.
From Gatekeeper to Multiplier - Unlocking Organizational Intelligence
Speaker: Mary Rapaport
Description: In most organizations, strategic thinking still lives at the top—guarded by a few, executed by many. It’s not intentional. It’s habit. Leaders become the gatekeepers of information, decisions, and insight—believing they are protecting quality, when in reality, they are limiting it. The result? Teams that wait for direction instead of generating ideas, and organizations that move fast but think shallow.
This session reframes what it means to lead strategically. It challenges senior leaders to stop hoarding strategy and start multiplying it—to turn their teams into thinkers, not followers. Through data, stories, and real-world examples, we will explore how to unlock the intelligence already inside your organization and build the conditions where strategic thinking thrives at every level.
You will leave with a new lens on leadership and practical ways to:
- Spot where strategic gatekeeping is slowing progress.
- Expand your team’s strategic capacity without losing control.
- Make thinking visible, contagious, and measurable.
- Build an organization that doesn’t just execute strategy—it creates it.
Because the smartest leaders aren’t the ones doing all the thinking. They are the ones who build others who can.
Leading Change Without Losing Friends (or Your Mind)
Speaker: Mark Hunt
Description:
No matter what kind of BA you are, you are really in the change business. And guess what? Most people hate change. So how do you help teams embrace it, sponsors buy into it, and stakeholders stop fearing it? This session gives you a practical playbook for managing, communicating, and championing change—whether it’s a new system, a new process, or a new way of thinking. Leave this session ready to lead the charge with confidence.
In our time together you will come away with tips and tools on:
- How to identify and manage the change you encounter
- How to sell change to sponsors and people you deal with
- How you can help others to visualize and accept change
TRACK 3: TOOLS & TECHNIQUES
Career Enhancing Moves for BAs and PMs
Speaker: Kent McDonald
Description:
In today's challenging job market, you need strategic career moves to thrive in your current role and unlock your next big adventure. Based on my experience working with teams in a variety of industries, I have identified three essential career-enhancing strategies that will set you apart.
In this session I will explain how to position yourself as an indispensable contributor by mastering:
- Impact – understanding how your organization makes and spends money
- Context – adapting your approach based on lifecycle phases
- Communication – influencing without authority through stakeholder engagement
Whether you are looking to advance in your current organization, or prepare for the future of work, this session provides practical tools and strategies you can implement immediately. You will leave with a clear roadmap for career enhancement and the confidence to navigate the evolving demands of business analysis.
Future-Ready Business Analyst: How to Stay Indispensable in an AI-Driven World
Speaker: Mark Hunt
Description: AI and automation are rapidly reshaping the Business Analyst profession, and the next five years will determine who rises into strategic leadership roles and who gets left behind. This session explores how BAs can evolve beyond routine tasks by combining AI fluency with business intelligence, deep domain expertise, and mastery of modern delivery practices. Attendees will leave with a clear, practical roadmap for staying relevant, influential, and truly indispensable.
The Evolving Analyst and the Rise of Data Readiness
Speaker: Terry Baresh
Description: Business analysis has evolved from documenting requirements to shaping business value and guiding organizational change. AI now introduces another inflection point. Organizations are deploying intelligent document processing, decision engines, and agentic systems at speed. Yet many AI initiatives stall—not because the technology fails, but because the underlying data was never assessed for readiness in the context of the decisions being automated. Business analysts are uniquely positioned to address this gap.
This session explores how BAs can extend familiar competencies—elicitation, stakeholder alignment, risk analysis, and impact assessment—to evaluate whether data truly supports AI-enabled outcomes. We will examine practical ways to surface assumptions, categorize data-related risks affecting outputs, and shift conversations from reactive “data quality” debates to forward-looking readiness discussions.
You do not need to become a data scientist or governance specialist. You need to engage earlier, ask sharper questions, and help your organization build trust in automated decisions before scale makes correction expensive. If AI initiatives are appearing in your portfolio, this session offers tools and perspective you can apply immediately.
The Rise of the Autonomous Enterprise: Agentic Strategy to Real-World Efficiency Gains
Speaker: Molly McClellan, PhD
Description:
The era of passive automation is over. As enterprises move beyond simple chatbots and static workflows, the shift toward Agentic AI represents a fundamental leap in how businesses operate. But how do you bridge the gap between "experimental pilot" and "autonomous enterprise"?
In this session, Dr. Molly McClellan draws on her extensive experience to provide a blueprint for high-impact AI strategy. Leveraging her unique background in Human Factors and Health Informatics, she explores how autonomous agents can reason, adapt, and execute complex tasks.
Key Takeaways:
- Defining the Agentic Roadmap & Laying the Foundation: Learn how to create a sound foundation for Agentic AI and to identify high-value use cases where autonomous agents can replace manual bottlenecks with 24/7 intelligent efficiency.
- The Human-in-the-Loop Framework: Explore how Dr. McClellan uses human factors engineering to ensure AI autonomy remains safe, compliant, and user-centric.
- Real-World Gains: Learn about real use cases she has implemented as an example of how to generate efficiency gains and thus measurable ROI for business.
TRACK 4: THINKING & INSIGHTS
Allies in Change
Speaker: Tamara Copple
Description: The project manager, business analysis professional, and change manager all have important but distinctly different roles to play as change agents. In this session, we explore where these roles intersect, how they reinforce one another, and where misunderstandings can create friction. Participants will gain practical tools to navigate role ambiguity, collaborate more intentionally, and strengthen their influence on change outcomes.
The Neuroscience Behind the BA Mindset
Speakers: Fabricio Laguna and Trent Leopold
Description:
Fabrício Laguna, AKA The Brazilian BA, has been studying how Business Analysis can be understood and communicated as a Mindset, available to any professional independently of their job role or specialty.
Trent Leopold, a Senior Business Analyst for a major U.S. city, is a research participant with a major U.S. university and international neuroscientists concerning human thinking processes, particularly strategic thinking processes.
Together they focus these two studies in a dynamic way, uniting the BA Mindset with current neuroscience evidence – showcasing how professional analysts can apply science’s recent findings and understanding of human brain functioning for achieving consistently better outcomes.
- Understanding the BA Mindset, and how you can develop it.
- Practical, scientifically proven real-world techniques and tips for implementing meaningful strategic thinking into your professional practice.
- Strategic thinking strategies.
Redefining Strength: The Key to Boosting Your Organization's Well-Being
Speaker: David Otey
Description:
In the high-pressure world we work in, stress often goes unspoken—and untreated. But what if strength is not about pushing through, but about reaching out? In this powerful and personal session, David Otey reframes what it means to be resilient in a system where mental health often takes a back seat.
With warmth, candor, and just the right amount of humor, David shares lessons from his own recovery from depression and suicidal ideation to show that asking for help is not a weakness—it’s a survival skill. Attendees will gain practical tools for supporting their own mental well-being, recognize early signs that they or a colleague may need help, and walk away with language and strategies for opening healthy conversations about mental health at work.
This session is for anyone who has ever felt overwhelmed in their role—or watched someone else struggle in silence. It is an empowering reminder that strength doesn’t mean going it alone. It means knowing when to speak up—and giving others permission to do the same.
Audience Takeaways:
- Asking for help is a sign of self-awareness, not weakness. You cannot take care of others unless you first take care of yourself.
- You do not need a diagnosis to deserve support. Stress and emotional pain are valid reasons to reach out.
- You have more support than you think. Start with small conversations—they can open big doors.
- The culture changes when even one person goes first. Be the one who leads by example.
Bridging Two Worlds: Aligning Digital Product and IT Solution Perspectives
Speaker: Nic Paulus
Description: Digital initiatives typically fall into two camps: customer-facing products and employee-supporting IT solutions. Though fundamentally similar, these domains use different terminology, requirements techniques, and success criteria—creating friction when stakeholders from each world must collaborate. This session explores where product and IT mindsets collide, offering business analysts practical strategies for bridging the gap: translating across perspectives, facilitating more productive stakeholder conversations, and improving solutions by blending techniques from both disciplines.