CPSM Forum

Join us on June 29, from noon–2 p.m. ET for our not-to-be-missed, virtual CPSM Forum. It will be offered at no cost to all CPSMs—all you have to do is register!

What’s in store for the forum:

  • An informative and thought-provoking keynote by Lenny Beaudoin, Global Leader Workplace, Design, and Occupancy, CBRE
  • A choice of six breakout rooms, moderated by SMPS Fellows, to engage with peers as they share challenges and smart practices
  • An action plan to put your ideas in motion with your team and firm once the forum wraps up
  • CPSM CEUs to earn towards your recertification

Register now and make sure to select your breakout room when you sign up.

Looking to network with your peers after the forum? We’ll be hosting a virtual Networking/Happy Hour for all CPSMs at 5 p.m. ET on the same day.

Please note that all attendees registering for this event must have the most up-to-date version of Zoom (5.2 or higher) prior to joining the program, since you’ll need to select the breakout room you’d like to enter during the forum.

2021 CPSM Forum Schedule

Please note that the programming is subject to change.

Download the CPSM Forum Schedule.

Welcome (12 p.m. – 12:10 p.m. ET)

Kim Thompkins, FSMPS, CPSM, 2020-21 Society At-Large Director, Director of Proposals, Cumming Corporation

Opening Keynote (12:10 p.m. – 12:30 p.m. ET)

Lenny Beaudoin, Global Leader Workplace, Design, and Occupancy, CBRE

Breakout Sessions (12:30 p.m. – 1:30 p.m. ET, inclusive of 10 min. break)


Coaching Technical Staff To Develop Relationships

Kenda Salisbury, FSMPS, CPSM, Business Development, Degenkolb Engineers
Michelle Yates, APR, FSMPS, EDAC, Director of Marketing, Lawrence Group

Have you been tasked to coach technical staff to develop relationships and need some guidance? This breakout session will share tips for getting started, creating individual plans, and engaging team members. In addition, we’ll discuss types of training programs and hear what’s been successful and challenging for other marketers and business developers. 

From SEO to Social Media: Digital Marketing Strategies and Technologies for Every Step of the A/E/C Buyer Journey

Andrea Goodwin, FSMPS, CPSM, Director, Communications, BGE, Inc. 
Alethea O’Dell, FSMPS. CPSM, Chief Marketing Officer, Northland Control Systems 
Fawn Radmanich, FSMPS, CPSM, Marketing & Communications Manager, PCL Construction Services Inc. 
The marketing world is dynamic and ever-changing. Trends, technology, and tactics are never stagnant and 2020 was a wakeup call for digital transformation. Its now clear to businesses of all shapes, sizes, and industries that embracing digital marketing is key to survival.  
Whether you have a thriving digital marketing strategy or are testing the water, this session will explore best practices and trends of SEO, content marketing, social media, video and email marketing, lead generation, advertising, marketing technology, and more. Our presenters will share ways to reach our employees, partners, and clients—and connect with them 

Leveraging Your CPSM To Elevate Your Career

Brandy Little, FSMPS, CPSM, ACC, CEO, Brand DNA Advisors 
Shiloh Swanson, FSMPS, CPSM, Senior Principal, Strategic Sales Manager, Stantec  
Professional and personal growth and development are key to career advancement. Learn how others have leveraged the CPSM designation, how to tap into the benefits it offers, and how to become your greatest advocate! In this session, participants will learn and share lessons learned, success stories as well as how others have developed clear career paths in the industry.

Prepositioning Teams To Win Strategic Pursuits

Mindy Hinsley, FSMPS, CPSM, President, Hinsley Collective, LLC 
Paula Ryan, FSMPS, CPSM, Marketing Director/Business Development Manager, Schooley Caldwell Associates 
Myrna Wagner, FSMPS, CPSM, Vice President, Business Development, Swinerton Management & Consulting 
This breakout session will share best practices utilized by small, medium, and large firms to establish client relationships, solidify capture planning, and enhance the proposal writing process for a higher winning probability.  
Our panel of veteran business development and marketing professionals will focus on the vital steps necessary to position teams for the win. They’ll discuss how to establish and maintain client relationships, the key components to cover in a capture plan, and the importance of crafting win themes and tailoring a proposal that speaks to the client. 

Insights on Client Relationship Development

Laurie Buckman, FSMPS, CPSM, Vice President, Business Development Director, Middough 
Terry Caywood, FSMPS, CPSM, Director of Marketing | Engineering & Technology, NV5 
Beth Harris, F.SAME, FSMPS, CPSM, Vice President, Business Development, Versar, Inc. 
Strong and trusting relationships lead to effective business development results. These relationships develop over time and through consistent and intentional behaviors and effective communications. In this breakout session, the presenters will share insights, best practices, and case studies that illustrate the value of building lasting client relationships. 

Winning as the Underdog: Developing a Pipeline of Work for a New Market or Service

Tim Klabunde, FSMPS, CPSM, Principal, Marketing Director, Timmons Group 
Chris Rickman, FSMPS, CPSM, Business Development Officer, Nabholz 
Nancy J. Usrey, FSMPS, CPSM, Strategic Pursuit Director – Design Build, HNTB 
We all love it when the underdog wins, but we don’t always enjoy being the underdog. Learn the secrets to winning as you acquire work in a new market or expand into a new service. Our team of SMPS Fellows will facilitate a discussion that helps you think through the decision to expand, manage expectations, and plan for success.  Topics will include: assessing the strategic risk; developing a business plan that aligns with your firm’s five-year goals; finding and leveraging opportunities to fill the pipeline, and achieving ROI. 

Closing | Your Action Plan (1:35 p.m. – 2 p.m. ET)

Kim Thompkins, FSMPS, CPSM, 2020-21 Society At-Large Director, Director of Proposals, Cumming Corporation

Download the template to create your own customized Action Plan. The plan can be completed during or after the session (and also brought back to your team and firm).

Download the Action Plan template

Airmeet | Networking/Happy Hour (5 p.m. – 6 p.m. ET)

Join your CPSM peers at 5 p.m. ET for a virtual networking/happy hour Airmeet and be ready to mingle! Switch tables when you please to keep the conversations going.

Join the Networking