Rego University 2023: Meet the Instructors

This sales-free event is led by Rego’s team of senior guides, who pull from their deep wealth of knowledge and real-world experience to teach you how to get the most out of Clarity. Together, they have helped guide more than 650 organizations on their PPM and Agile journeys, including 60% of fortune 100 companies.

This year they are teaching over forty new classes, which you can check out here. Below, you can learn more about Rego University instructors and the classes that they are teaching this fall.

Jacob Cancelliere is a PMP certified Project and Portfolio Management expert. He has more than seventeen years of experience in PPM system implementations and has helped over a dozen PMOs design and implement sustainable solutions. Jacob specializes in resource management tools and methodologies to help create balanced project roadmaps and supported staffing plans.

Rego University 2023 Classes:

• Success in Resource Management | RMO & Leadership
• Prioritizing Work within Portfolios
• 7 Industry Trends for PPM
• The Concepts of Creativity
• DEA Roadmap | Always Have a Vision
• PPM Ecosystem: Clarity & Other Tools – Integrating Well

Through three decades in the technology industry, Matthew has developed a passion for uniting technical solutions with his own cultural learnings, organizational insights, and process improvement experience to help companies solve complex business problems. He recently decided to bring this passion and experience to Rego Consulting, allowing him to expand his reach and impact as a Broadcom Software AOD Partner Knight.

Matthew’s areas of specialization include IT Project Portfolio Management, Program/Project Management, Strategic Planning, Lean Portfolio Management, Agile Transformation, Enterprise Agility – Clarity PPM and Rally. He is skilled in Organizational Change Management and Process Improvement.

On the personal side, he is an avid gardener, hiker, and a certified yoga instructor (using his spare time to help improve wellness and overall health in his local community). He is passionate about travel and experiencing other cultures, having been fortunate enough to travel the globe for both business and pleasure. His favorite international destinations include Melbourne, Australia and Poznan, Poland. He is also a proud father and grandfather, and family time is truly his highest calling.

Rego University 2023 Classes:

• Best Practice Use of Clarity for Roadmap Management
• Migrating to the ModernUX | Best Practice and Lessons Learned
• UX | Best Practice and Lessons Learned
• Visualization | Strategies
• Collaborative Work Management
• Drive Adoption with ModernUX Features
• Prioritizing Work within Portfolios

Alyson Poston is the Chief Customer Success Officer at Rego where she is responsible for keeping customers happy and up to speed with innovative techniques and tools that will help them drive success.

Prior to joining Rego, Alyson was a Vice President of presales at Medallia, focusing on customer experience management. But she “earned her stripes” elevating IT leaders, PMOs, and project managers for nineteen years with CA’s Clarity/PPM team (via Niku). She held various roles at CA including Strategic Advisor in Presales, working as a product consultant and a trainer.

Rego University 2023 Classes:

• Best Practice Use of Clarity for Demand Management
• Clarity – Agile Integration | Bi-Modal IT
• Latest Clarity Release | Value Overview
• Intake and Prioritization| Roundtable | Panel

Wes McCoubrie is a Senior Solution Architect and PPM Consultant at Rego Consulting, with over fifteen years of experience implementing PPM solutions across varied industries and business units. In every engagement, he couples his systems engineering background with real-world study gained as a past PMO manager to provide tailored solutions that are backed by the long-term strategic guidance needed to realize the full value of PPM. It’s his mission to become and remain a trusted advisor for all of his clients well beyond any one successful go-live.

Rego University 2023 Classes:

• Best Practice Use of Clarity for Project Management
• Best Practice Use of Clarity for Financial Management
• 7 Industry Trends for PPM
• DEA Roadmap | Always Have a Vision
• PPM Ecosystem: Clarity & Other Tools – Integrating Well
• Collaborative Work Management
• Moving Beyond Strategic Alignment (The OKR Journey)
• Financial Management | Roundtable | Panel

Ross has specialized in the PPM space for over ten years, leading functional deployments, providing strategic guidance, and training different industries in project and portfolio management. Serving a wide range of company sizes, Ross has assisted in migrations, enhancements, and PPM application support for companies like Apple, Johnson Controls, Avery Dennison, Cox Enterprises, and the University of California.

Today Ross concentrates on maximizing the value of PPM implementations and securing user engagement via architecture services and best practices.

He graduated from Georgia State University with a degree in Computer Information Systems. When not traveling for work, you’ll find him bouncing around the world exploring new countries.

Rego University 2023 Classes:

• Best Practice Use of Clarity for Roadmap Management
• Latest Clarity Release | Value Overview
• Moving Beyond Strategic Alignment (The OKR Journey)
• Hierarchy and Roadmaps
• Resource Management | Roundtable | Panel
• Visualizations & Dashboards | Best Practice & Sharing
• Drive Adoption with ModernUX features

Michelle is a Clarity Functional Consultant who began working with Clarity in 2008 while establishing an IT PMO. She has been involved in implementing and sustaining Clarity for project and investment management since then, and for the past four years has been leveraging this experience to help clients align process, people, and tooling to achieve their business goals. Michelle has PMP and CSPO certifications.

Rego University 2023 Classes:

• Best Practice Use of Clarity for Demand Management
• Roadmap Management | Roundtable | Panel
• Intake and Prioritization| Roundtable | Panel
• Adoption | Roundtable | Panel

Robert is a globally experienced PMO specialist with a background in project management, governance, software development, and finance. His fifteen years of business management experience have enabled him to communicate complex technical requirements effectively and translate demands into actionable solutions for clients such as BankUnited and The Walt Disney Company.

Rego University 2023 Classes:

• Jaspersoft Ad Hoc | Beginner
• PowerBI Ad Hoc | Beginner

Dave has been managing and deploying Clarity instances since 2006. As a technical architect, he focuses on designing user-friendly solutions that integrate seamlessly within the Clarity environment. Dave spends much of his time building integrations, executing large data migrations, and rearchitecting existing process to optimize performance. He also contributes to many of Rego’s most popular assets. Outside of work, Dave spends much of his time with his niece and nephew and traveling the world with his wife.

Rego University 2023 Classes:

• Data Model and NSQL| Intermediate
• Integrations with Rego Data Processor & Extractor

Karen Lifsey is an IT and Finance professional with over twenty years of experience. She is well versed in the implementation, configuration, deployment, and maintenance of various COTS applications supporting corporate operations in finance, HR, learning, IT portfolio management, project governance, and DevOps. She is a certified SAFe Product Owner/Product Manager and is experienced in both Rally and Jira. Karen has been with Rego Consulting since August 2018.

Her areas of expertise include Clarity (Clarity PPM), Project & Portfolio Management, IT Financial Management, Resource Management, Application Portfolio Management, Data Warehouse and BI, Agile Project Management Tools, and ERP Applications such as Oracle and PeopleSoft.

Rego University 2023 Classes:

• Best Practice Use of Clarity for Resource Management
• Best Practice Use of Clarity for Financial Management
• Migrating to the ModernUX | Best Practice and Lessons Learned
• Financial Management | Roundtable | Panel

Mike Pokorny has been a Clarity Solutions Architect with Rego Consulting since 2019. He is responsible for helping guide customers tactically and strategically with their Clarity implementations. Before joining Rego, Mike worked at Broadcom CA for over a decade in various roles from Associate Services Consultant to Solutions Architect.

Rego University 2023 Classes:

• Hierarchy and Roadmaps
• Resource Management | Roundtable | Panel
• Roadmap Management | Roundtable | Panel
• Best Practice Use of Clarity for Project Management
• Adoption | Roundtable | Panel
• Success in Resource Management | RMO & Leadership

Rajini has been a leading technical consultant at Rego Consulting since 2014. She holds a Bachelors in Electrical and Electronics Engineering and a Masters in Information Technology. Leading in a multitude of developer, designer, transition lead, and reporting analyst roles, she has worked with Johnson & Johnson, The Walt Disney Company, British Sky Broadcasting, NXP Semiconductors and more.

Rego University 2023 Classes:

• Administration | Beginner
• Jaspersoft Studio | Beginner
• Jaspersoft Ad Hoc | Beginner
• PowerBI Ad Hoc | Beginner

James has been with Rego Consulting since 2010 and has been an integral part of successful Clarity implementations with over a hundred different companies.

Rego University 2023 Classes:

• GEL Scripts | Intermediate
• Data Model and NSQL Portlets | Advanced
• Using REST APIs
• Development with Rego Tools | Advanced

Tad is a former software developer with more than twenty years of experience in the Microsoft suite of development tools. He has an MCP in SQL Server and was working on his MCSE in Data Warehousing when he changed direction to pursue a SPC certification. Tad started using Agile methodologies in 2007 and never looked back. He has implemented Lean/Agile methods at several companies and introduced many of his employers to the transformational concepts that Agile introduces.

Rego University 2023 Classes:

• Agile Transformation | What to Expect
• Participatory Budgeting
• The Agile Leadership Lessons of Ted Lasso
• Lean Portfolio Management
• Agile Roundtable

As a Senior Technical Solutions Architect at Rego, Luis is responsible for the deployment, maintenance, performance monitoring, and customization of solutions, including Clarity, Sciforma, Microsoft Azure, Office 365/SharePoint Online, and Microsoft Power Automate.

His background includes over a decade of IT Delivery and Support with extensive experience implementing and supporting Infrastructure & Enterprise applications for international organizations. Before joining Rego in 2018, Luis was a Help Desk and Infrastructure Manager.

Rego University 2023 Classes:

• Data Model and NSQL| Intermediate
• ModernUX Basic Administration
• Integrations with Rego Data Processor & Extractor
• Clarity Housekeeping and Maintenance

Ben Rimmasch has been with Rego Consulting since its inception in 2007 and is passionate about making a better world, one integration at a time. He has worked with countless large enterprises and has taught technical classes at Rego University several times.

In his spare time, Ben has dedicated his life to the art of meat smoking and to programming his house to tell him and his family what to do and when to do it, much to the chagrin of his wife.

Rego University 2023 Classes:

• GEL Scripts | Intermediate
• Data Model and NSQL Portlets | Advanced
• Using REST APIs
• Development with Rego tools | Advanced

Davey has been developing since he was twelve years old. At various companies, he’s taken requirements and written the code propping up unique PPM processes. He is also a popular speaker at Rego University, the largest annual Clarity (Clarity PPM) conference. When Davey is not developing or teaching, he likes to spend time with his horse-sized dog, Malort.

Rego University 2023 Classes:

• Administration | Beginner
• ModernUX Basic Administration
• Administration | Advanced
• Clarity – Agile Integration | Bi-Modal IT
• Jaspersoft Studio | Beginner
• GEL Scripts | Introduction

For twenty years, Jeff developed and managed software solutions, and has spent the past ten years as an Agile Coach. His combined skillset has given him a deep understanding of many of the Agile tools.

Throughout his career, Jeff has helped organizations spanning several industries deliver value while improving the way people feel about their work.

Utilizing his Agile Principle/Process knowledge and tool understanding, Jeff creates a tactical and practical approach to rolling out change and improving the team’s ability to deliver value. He has also delivered custom reporting, automation, and integrations within the Agile Tool suites to help teams and leadership get even more out of their tooling solutions.

Rego University 2023 Classes:

• Agile Metrics
• Participatory Budgeting
• How to use Rally to Support Your Program Increment
• Agile Roundtable

Bob Werner is a highly engaged global pre-sales professional who naturally builds credibility and trust engaging a diverse audience, including Global C-Suite members, clients, potential clients, team members, and technical teams. He specializes in speaking the language of the business and the technologists, and has worked for Oracle, CA Technologies (acquired by Broadcom), Adobe, and Rego Consulting.

His industry experience spans financial services, healthcare, professional services, and manufacturing, that includes software sales supporting Applicant Tracking Software (ATS), Project Portfolio Management (PPM), e-Procurement, Agile, and Human Capital Management (HCM).

Rego University 2023 Classes:

• Visualization | Strategies
• Visualizations & Dashboards | Best Practice & Sharing

Rob has extensive PPM consulting and industry experience where he has led or assisted leaders through various strategic and transformation initiatives at all scales. With more than fifteen years of experience, Rob has broad industry exposure spanning technology, financial services, retail, utilities, and pharmaceuticals. He specializes in large scale, enterprise-wide strategic transformations.

In his spare time, Rob spends time with his three kids, two dogs, two cats, and the kids he coaches in a club he founded: The Innovator’s Lab.

Rego University 2023 Classes:

• Agile Capitalization
• Crucial Conversations Between PMOs/EPMOs
• Agile Transformation | What to Expect
• Participatory Budgeting

We hope you’ll join our instructors this September to get hands-on Clarity training, learn PPM and Agile best practices, connect with peers, and participate in roundtable discussions. To learn more about Rego University, including pricing, hotel, and registration information, visit regouniversity.com.