EDUCATION DAY
 
SYMPOSIUM DAY
 
If you have any questions, please email info@msp.iiba.org.
 
Scroll down to see session descriptions (subject to change).
 
 
WHERE
Saint Paul RiverCentre
175 Kellogg Blvd
St Paul, MN 55102
HOTEL
Hampton Inn & Suites Downtown St. Paul
Reservations Available (Group Rate): 5/5/26-5/7/26 Nights
Reservation Cut-Off: 4/14/26
PRIVACY AGREEMENT
Note: By registering for this event you agree that we may collect your personal information to manage this registration and to keep a record of attendees and you consent to the use of your personal data for these purposes.
 
RECORDING PERMISSION
You also agree to have your photograph included in photos or videos of the event, unless you notify us otherwise, prior to the event at events@msp.iiba.org

EDUCATION DAY TRACK DESCRIPTIONS

MORNING:

The Strategic Playground: Building a Strategic Mindset

Speaker: Mary Rapaport

Description: In today's dynamic business landscape, strategic thinking has emerged as a crucial skill for leaders and teams to thrive. This thought-provoking presentation by Mary Rapaport, Chief Xceleration Officer, Strategist, and Strategy Coach at Xcelerate, will equip leaders with the tools and insights to create powerful development plans to build strategic thinking muscle within their organization.
 
Mary will guide you through the essence of a strategic mindset, exploring its significance and why it has become a critical aspect of modern business success. We will delve into the historical backdrop of the decline in strategic thinking, examining the economic, social, and other factors that have contributed to the de-prioritization of strategic thinking in the workplace.
 
Participants will learn practical and actionable approaches for developing the strategic capabilities of leaders and their teams. You will gain insights and ideas that can help you and your team build, think, and operate more strategically.

Chameleons & Peacocks: How to Stand Out at Work

Speaker: Barb Monson

Description: Influence and opportunity require visibility, but being visible at work isn't about becoming louder or more polished. It's about knowing when to blend in, when to stand out, and how to communicate your unique value in both moments. This session addresses a common challenge for professionals whose work often goes unnoticed when everything runs smoothly: how to gain visibility without feeling "showy."
 
Learning objectives:
1. Learn when to blend in vs. when to stand out, and how to adapt each one to your style
2. Learn how to position yourself for opportunity based on your value
3. Learn how to navigate the connections that drive advancement
 
The audience walks away with a practical framework to create a workplace visibility strategy that leads to real influence and opportunity.

Thinking SMART™: Illuminating Strategic Thinking for Business Analysts

Speaker: Trent Leopold

Description: The human brain is made for strategic thinking; however current neuroscience research demonstrates that most of us (and as importantly our stakeholders) typically frequently and unintentionally significantly disengage the brain’s strategic thought processes. As a result, undesirable outcomes are often more prevalent than desired. Neuroscience research indicates that society worldwide is experiencing a brain health crisis resulting in a human experience that’s other than flourishing. This workshop equips attendees with proven tools and techniques for changing the brain and the narrative! 
 
This workshop teaches practical, worthwhile brain-healthy interventions and strategies founded in current neuroscience research for thinking strategically, enhancing resilience and brain health leading to better process and project outcomes. Attendees will receive training in proven Strategic Memory Advanced Reasoning Tactics (SMART™) founded in neuroscience for intentionally engaging strategic thought. Among other things, this training is proven to enhance attention, innovation, and integrated reasoning.
 
Additionally, principles associated with the emerging field of Brainomics® are examined. Research results pertaining to this emerging field of Brainomics® indicate that the principles and techniques taught in this workshop are a “secret sauce” for organizational successes. The fun and educational workshop includes active interaction and participation, and at least one valuable giveaway in addition to the invaluable takeaways to equip every attendee with a variety of SMART™ techniques and tools for lighting the way to more desirable outcomes for everyone.

Embrace Your Power, Ditch the Drama, Thrive

Speaker: Felicia Joyner

Description: You weren’t born to blend in—you were built to lead. This session is your blueprint for career domination in a world where boldness and clarity win. Too many smart, talented professionals still play small, doubting their worth and shrinking in rooms they were born to lead. Get ready to ditch the drama, make boss moves, and thrive like the powerhouse you are.
 
Drawing from Felicia’s book Tekkie Visions: Crafting Your Future and years of real-world experience, this session will show you how to lead from where you are, no fancy title required. We’ll break down the power of strategic thinking, authentic relationships, and fearless negotiation. Because thriving at work isn’t about doing more, it’s about moving smarter. It’s about clear communication and boss-level decisions.
 
You’ll leave with a mindset shift and practical tools, including three bold strategies you can try immediately to boost your performance, elevate your projects, and own your space. If you’ve ever felt overlooked, undervalued, or tired of holding back, this is your wake-up call. Come ready to think big, speak up, and lead like a boss.

In Your FACE: Facilitation, Analysis, Collaboration, & Elicitation Techniques

Speaker: Jennifer Battan

Description: It's the next step in the Badass Business Analysis series! Were you looking for a way to take your requirements game up another notch? Well, look no further because we are going to get into your FACE (Facilitation, Analysis, Collaboration, & Elicitation) techniques. Don't worry, it's not as confrontational as it sounds!
 
This interactive, highly hands on workshop not only teaches how to use modern collaborative and interactive techniques for Facilitation, Analysis, Collaboration, and Elicitation (FACE), but we'll also talk hybrid facilitation, agile vs plan-driven applications, and so much more. These tools will help improve the quality of your products and help you elicit requirements more effectively. You'll have everyone talking about how great YOU are as a Business Analyst leader...and quite the Badass Business Analyst!
  • Learn & practice proven techniques for Facilitation, Analysis, Collaboration, and Elicitation
  • Identify ways to modify your approaches whether you're working in plan-driven, agile, or some method in between
  • Identify tools & approaches for virtual and hybrid scenarios

AFTERNOON:

The Human Side of Influence: How to Communicate, Connect, and CONVERT Without Authority

Speaker: Stefani Havel

Description: This interactive workshop helps Business Analysts and project professionals strengthen their ability to influence outcomes without authority. Participants will explore emotional intelligence, DiSC communication styles, and Stefani’s 7-step CONVERT Framework to build trust, communicate clearly, and create collaboration across teams.
 
Key Concepts:
  • Applying EQ and DiSC to communicate with clarity and confidence.
  • The 7-step CONVERT framework to guide influence and decision-making.
  • Using 4MAT communication to reach analytical and intuitive thinkers.
  • Building credibility through empathy, validation, and logical structure.

How to Create a Concept Model

Speaker: Fabricio Laguna

Description: The lack of clear definitions is the Achilles’ heel of data quality. The unequivocal understanding of information received from another party depends on the establishment of a common language, with terms and meanings shared in consensus. Concept Modeling is the right technique to create this shared vocabulary.
 
A concept model starts with a glossary, which usually focuses on the main noun concepts in a domain and goes on to define the verbs that relate these nouns. Concept models value high-quality definitions, independent of design, and are free from data modeling or implementation bias. They serve as the basis for mutual understanding and provide the foundation for the application of other business analysis, requirements modeling, and business rules techniques.
 
A concept model identifies the correct choice of terms to use in communications. It is especially important when precise and fine distinctions are needed.

Project Management 101 for BAs

Speaker: Tamara Copple

Description: Your project manager has just gone on extended leave, and your boss asked you to manage it in their absence. Do you have the skills to step in and smoothly keep the project on track?
 
This workshop introduces a practical, shared approach to project fundamentals, focused on clarity, consistency, and follow-through rather than method. Participants will learn how to articulate project scope and success criteria clearly, translate goals into right-sized plans, and use common language and lightweight templates to communicate progress, manage risk, and handle scope change. We emphasize defining decision authority, clarifying ambiguity, and preventing or mitigating common breakdowns that occur between planning and execution.
 
This session is designed for professionals who contribute to or lead project work as part of their role and who want practical tools they can immediately apply.

Tell Your Story, Get Buy-In: Storytelling Essentials for Communication

Speaker: David Otey

Description: Everyone loves a good story. But not everyone knows how to tell a good story. And not every speaker knows how to use a story effectively to connect with an audience while driving home a point.
 
Participants in this workshop will go beyond the basics of storytelling. They will learn how to:
  • “Airdrop” the audience into the story at just the right point.
  • Use dialogue for engagement, emotional connection, and more efficient storytelling.
  • Carry the story through to the all-important change that the audience will want for themselves.
  • Raise the stakes so the point becomes more important.
  • Help the listener make the point of the story their own by finding the universal in the specifics.
  • Deliver a story as a seamless part of a cohesive presentation.
  • Make a story—and the point it supports—memorable.
In this hands-on workshop, participants will go through several exercises to help craft and hone their stories. Engagement techniques will include real-time, one-to-one coaching in front of the class, which will benefit both those receiving coaching and those observing. All will come away with a higher level of skill and understanding of how the best speakers use this most important of tools to illuminate their points and gain buy-in from stakeholders.

Filters Not Buckets: A Prioritization Workshop

Speaker: Kent McDonald

Description: Prioritization, or more specifically deciding what you will and will not build, is a key decision teams and organizations make on a regular basis.
 
You could even say that it is the most important activity that product people, including business analysts, do. Yet many organizations use ineffective approaches to prioritization that adds more confusion than clarity, and leaves teams focusing on who screams loudest. Additionally, prioritization approaches vary widely depending on your context. You take a different approach to deciding what you do when you manage an excruciatingly long backlog than when you’re building software to support a new process.
 
Come to this workshop to learn some key prioritization principles, experience some simple, yet powerful prioritization techniques, and engage with others to figure out the proper prioritization techniques for your context.

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 emotionsboth 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.
PDD FAQs
Welcome to the IIBA Minneapolis St. Paul Professional Development Days (PDD) Event! PDD is scheduled on Wednesday, May 6 - Thursday, May 7, 2026 from 8:00 am - 4:30 pm (Central Time) each day at St. Paul RiverCentre.
 
Frequently Asked Questions:
Q: Do I earn CDUs by attending PDD?
A: Yes. Wednesday (May 6) sessions are 3.5 hours each so a total of 7 CDUs for the full day. Thursday (May 7) sessions are one hour, plus 75 minutes each for the keynote and endnote, so a total of 6.5 CDU hours. If you attend both days, you would earn 13.5 CDUs!
 
Q: Do you honor cancellation requests?
A: Full refunds, less a $50 cancellation fee, will be given for written requests received on or before April 17, 2026. Registrations are transferable. There are no refunds for cancellations made after April 17, 2026.
 
Q:  What time does the event start?
A:  The doors will open, and we will begin registering attendees at 7:15 am.
 
Q: Who do I notify if I have dietary restrictions or food allergies?
A: The registration form included questions about dietary restrictions and food allergies, but please let us know as soon as possible if you have any additional concerns to add. Events@msp.iiba.org
 
Q: Are there hotel deals available?
A: Yes. Hampton Inn & Suites Downtown St. Paul is offering a group rate for stays on the nights of May 5 – 7. The last day to book with the discount is April 14, 2026.
 
Q: Where should I park for PDD, and what is the cost for parking?
A: Parking will be paid for each day by IIBA-MSP if you park in the RiverCentre parking ramp across Kellogg Avenue. You will be given a code to enter into the validation machine.