Mastering the Transition from Technical Expert to Leader
Mastering the Transition from Technical Expert to Leader
Leading brings new challenges that require more than technical expertise. This course helps participants understand the differences between managing and leading, while building practical skills in communication, delegation, and performance management. Through interactive modules, you'll learn how to influence others, run productive meetings, and develop a leadership presence that drives results.
Accommodations include: Enjoy complimentary business center, WiFi and Local/Airport Shuttle. Each room has a refrigerator, microwave, 42-inch HDTV, and executive desk. Parking available $15/night.
Accommodations include: Your stay includes hot breakfast buffet, fitness center, business center, convenient on-site parking. Guest rooms are complete with Keurig coffee maker, refrigerator, complimentary high-speed Internet, and 40-inch, flat screen, high-def TVs.
This course is taught in-person only in Madison, WI.
Active attendance is required to receive the course certificate. Seats are limited. Please enroll now if you are interested and avoid being waitlisted.
This course uses the Canvas course management platform to share course information and materials. A UW NetID is required to access Canvas and supplemental course materials and resources. Your registration confirmation email will walk you through the NetID process and how to access the Canvas course website.
Instructors and Program Director
Instructors
Heather Smith
Director of Graduate Programs, Program Director, Master of Science in Engineering Management, Teaching Faculty
Heather Smith is a program director for the Office of Interdisciplinary Professional Programs at UW-Madison. She is responsible for the online Master’s degree program in Engineering Management and teaches Leadership and Project Management courses. Heather is known as a motivational leader with a focus on adaptability and risk management. She has over 18 years of experience in the test and measurement sector at National Instruments as both an engineer and a leader. Smith has a track record of leading high-risk projects for consumer electronics, RF, solar, and the oil and gas industries. Her focus on international projects brought together a diverse set of partners, suppliers and customers onto teams dedicated to the project goal. She credits her success with building a team culture of trust and respect, where candor, continuous learning, and building a listening culture is vibrant.
Susan Ottmann
Program Director, Technical Leadership and Technical Project Management
Susan Ottmann is the Director of Technical Leadership and Technical Project Management Programs and teaches courses in technical leadership and technical project management for both credit and professional development programs.
Susan has more than 25 years of industrial engineering experience in multiple engineering, marketing, manufacturing and leadership roles for a number of multinational companies. In the 10 years prior to joining UW-Madison, she led global business for Danaher and Thermo Fisher Scientific. In these roles she was responsible for teams in North America, Europe, and Asia.
Her education includes a B.S. in Mechanical Engineering and an M.S. in Engineering and Public Policy from Carnegie Mellon and an M.S. in Management from North Carolina State University. She is active in the Society of Women Engineers and the Society of Manufacturing Engineers. In her free time, Susan volunteers with the Goodwill VITA Tax Program and is a board member for the Lake Waubesa Sailing Club.
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Fee Information
Fee covers morning and afternoon breaks, scheduled lunches, course materials.
Discounts
10% discount per person for participants registered in the Technical Leadership Certificate series. Promo code needed during registration.
20% off per a person when three or more sign up from same employer.
20% off per a person for UWEBC members. Promo code needed during registration.
Payment Options
If you are planning to attend an Interdisciplinary Professional Programs course, payment is required at the time of registration. Below are the payment options:
Pay by Credit Card
Enroll online and pay by credit card.
Search for the course on the website and then click on the Enroll Now button from the course webpage.
Enter all necessary course attendee information and payment information on the course enrollment page.
You will receive an email to confirm successful enrollment and payment.
Enroll over the phone and pay by credit card.
Call CERC Registrations at 608-262-2451.
Provide the registrations representative with:
the course name, dates, and/or course number.
the necessary course attendee information and payment information.
You will receive either a mailed document or an email to confirm successful enrollment payment.
Pay by Check
Mail in a completed registration form and check payable to UW Madison.
Fill out a registration form (found either in the back of the course brochure you received in the mail or here).
Prepare a check, made payable to UW Madison.
Mail the registration form and check to: CERC Registrations 21 N Park St, Ste 7101 Madison, WI 53715
You will receive either a mailed document or an email to confirm successful enrollment and payment.
You will receive an invoice from UW–Madison Business Services for payment, usually within 3–5 business days
Military
If using SF-182 form, please call our registration number at 608-262-2451 or email registration@cerc.wisc.edu for details and instructions.
Event Cancellation
We reserve the right to cancel a course due to insufficient enrollment or unforeseen events. If we cancel a course, participants will be notified via email or phone and will be given the option for a full refund or to transfer their registration and any fees paid to another course. We are not responsible for non-refundable plane tickets, hotel reservations, and other travel related expenses. For enrollee Course Cancellation, refer to notes on course page.
Cancellation Policy
If you cannot attend, please notify us no later than one week before your course begins, and we will refund your fee. Cancellations received after this date and no-shows are subject to a $150 administrative fee. You may enroll a substitute at any time before the course starts.
Create a custom learning experience
We can deliver this course as an on-site learning experience tailored to your organization’s specific training needs.
Build a tighter team with an on-site training course. Choose from our most popular topics. We’ll create a collaborative experience based on your class size and specifications.
We Build It for You
Shape a course to meet your specific training needs. Add specialized topics and technology. Tweak the course materials. Make it yours. We’ll make it possible.
We Create It With You
Start from scratch with an unbiased analysis of your company’s training needs. We’ll help you pinpoint opportunities and develop a smart program for your in-house talent.
“I have the tools to take action as a leader, regardless of what the capacity is in the future.”
"There is a lot of really good content in this course that will benefit me in my path to leadership. I have already started implementing some of it or thinking about things differently when I speak with the junior staff on my team, especially when I am delegating tasks."
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Course Outline
Module 1
Course Introduction / Individual Introduction
Your Role as a Manager and Leader
Traits of successful leaders
Differences Between Management and Leadership
Tiers of Leadership
Individual
Teams
Delegation
Prioritization
Module 2
Communication
Meeting Management
Leadership styles
Team Motivation
Module 3
Influencing Others
Executive Presence
Powerful Presentations
Module 4
Business Skills
Strategy
Metrics
Performance Management
Employee Development
Bringing It All Back Together
Course Schedule
Registration Date/Time: 4/19/2027 08:00 am Central Time
Event Dates/Times:
4/19/2027 8:30 am - 12:30 pm Central Time
4/20/2027 8:30 am - 12:30 pm Central Time
4/21/2027 8:30 am - 12:30 pm Central Time
4/22/2027 8:30 am - 12:30 pm Central Time
Course Notes
This is a live online course that uses the Zoom and Canvas platforms. The registration confirmation will guide students through accessing the Canvas course site.
Students will create and log in to the Canvas course site with a NetID. Course assets such as instructional materials, participation certificates, and course evaluations will be available to all students through the Canvas course site.
The course materials are all digital and only available on the Canvas course website.
Online attendees will access sessions via the Zoom web conferencing platform. The Zoom link will be provided a few days before the course.
Please watch your registration email (including spam/junk folders) for updates from a “wisc.edu” address.
Instructors and Program Director
Instructors
Heather Smith
Director of Graduate Programs, Program Director, Master of Science in Engineering Management, Teaching Faculty
Heather Smith is a program director for the Office of Interdisciplinary Professional Programs at UW-Madison. She is responsible for the online Master’s degree program in Engineering Management and teaches Leadership and Project Management courses. Heather is known as a motivational leader with a focus on adaptability and risk management. She has over 18 years of experience in the test and measurement sector at National Instruments as both an engineer and a leader. Smith has a track record of leading high-risk projects for consumer electronics, RF, solar, and the oil and gas industries. Her focus on international projects brought together a diverse set of partners, suppliers and customers onto teams dedicated to the project goal. She credits her success with building a team culture of trust and respect, where candor, continuous learning, and building a listening culture is vibrant.
Susan Ottmann
Program Director, Technical Leadership and Technical Project Management
Susan Ottmann is the Director of Technical Leadership and Technical Project Management Programs and teaches courses in technical leadership and technical project management for both credit and professional development programs.
Susan has more than 25 years of industrial engineering experience in multiple engineering, marketing, manufacturing and leadership roles for a number of multinational companies. In the 10 years prior to joining UW-Madison, she led global business for Danaher and Thermo Fisher Scientific. In these roles she was responsible for teams in North America, Europe, and Asia.
Her education includes a B.S. in Mechanical Engineering and an M.S. in Engineering and Public Policy from Carnegie Mellon and an M.S. in Management from North Carolina State University. She is active in the Society of Women Engineers and the Society of Manufacturing Engineers. In her free time, Susan volunteers with the Goodwill VITA Tax Program and is a board member for the Lake Waubesa Sailing Club.
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Fee Information
Fee course materials and live online instruction.
Discounts
10% discount per person for participants registered in the Technical Leadership Certificate series. Promo code needed during registration.
20% off per a person when three or more sign up from same employer.
20% off per a person for UWEBC members. Promo code needed during registration.
Payment Options
If you are planning to attend an Interdisciplinary Professional Programs course, payment is required at the time of registration. Below are the payment options:
Pay by Credit Card
Enroll online and pay by credit card.
Search for the course on the website and then click on the Enroll Now button from the course webpage.
Enter all necessary course attendee information and payment information on the course enrollment page.
You will receive an email to confirm successful enrollment and payment.
Enroll over the phone and pay by credit card.
Call CERC Registrations at 608-262-2451.
Provide the registrations representative with:
the course name, dates, and/or course number.
the necessary course attendee information and payment information.
You will receive either a mailed document or an email to confirm successful enrollment payment.
Pay by Check
Mail in a completed registration form and check payable to UW Madison.
Fill out a registration form (found either in the back of the course brochure you received in the mail or here).
Prepare a check, made payable to UW Madison.
Mail the registration form and check to: CERC Registrations 21 N Park St, Ste 7101 Madison, WI 53715
You will receive either a mailed document or an email to confirm successful enrollment and payment.
You will receive an invoice from UW–Madison Business Services for payment, usually within 3–5 business days
Military
If using SF-182 form, please call our registration number at 608-262-2451 or email registration@cerc.wisc.edu for details and instructions.
Event Cancellation
We reserve the right to cancel a course due to insufficient enrollment or unforeseen events. If we cancel a course, participants will be notified via email or phone and will be given the option for a full refund or to transfer their registration and any fees paid to another course. We are not responsible for non-refundable plane tickets, hotel reservations, and other travel related expenses. For enrollee Course Cancellation, refer to notes on course page.
Cancellation Policy
If you cannot attend, please notify us no later than one week before your course begins, and we will refund your fee. Cancellations received after this date and no-shows are subject to a $150 administrative fee. You may enroll a substitute at any time before the course starts.
Create a custom learning experience
We can deliver this course as an on-site learning experience tailored to your organization’s specific training needs.
How This Works
“I have the tools to take action as a leader, regardless of what the capacity is in the future.”
"There is a lot of really good content in this course that will benefit me in my path to leadership. I have already started implementing some of it or thinking about things differently when I speak with the junior staff on my team, especially when I am delegating tasks."
Mastering the Transition from Technical Expert to Leader
Apr. 8-9, 2026 - Face-to-Face (D813)
Mastering the Transition from Technical Expert to Leader
Nov. 17-20, 2025 - Live Online (D650)
Mastering the Transition from Technical Expert to Leader
Apr. 8-9, 2025 - Face-to-Face (D408)
Mastering the Transition from Technical Expert to Leader
Nov. 11-14, 2024 - Live Online (D407)
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Mastering the Transition from Technical Expert to Leader
Date: Wed. April 8, 2026 – Thu. April 9, 2026 ID: RA00014 - D813 Fee:
$1,495
Fee covers morning and afternoon breaks, scheduled lunches, course materials.
Discounts:
Team Discount. Receive 20% off the registration fee, per person when 3 or more people from the same organization enroll. Team affiliation will be confirmed during the registration process.
10% discount per person for participants registered in the Technical Leadership Certificate series. Promo code needed during registration.