Mastering the Transition from Technical Expert to Leader
Upcoming dates (2)
Fee
- $1,495
-
Fee covers morning and afternoon breaks, scheduled lunches, course materials.
Discounts
When 3 or more employees from the same employer register for this course, the registration fee is $1,196 per person.
10% discount per person for participants registered in the Technical Leadership Certificate series. Promo code needed during registration.
ID
RA00014-D650
Credits
- CEU: 1.4
- PDH: 14
Schedule
Event Dates/Times:
- 11/17/2025 8:30am - 12:30pm Central Time
- 11/18/2025 8:30am - 12:30pm Central Time
- 11/19/2025 8:30am - 12:30pm Central Time
- 11/20/2025 8:30am - 12:30pm Central Time
Instructors
Heather Smith, Susan Ottmann
Location
This is an online course.
Topic:
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.
Course Overview
Transitioning into management 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.
Learning Outcomes
- Identify the key challenges of moving from technical contributor to manager and how to overcome them.
- Develop core leadership skills including team motivation, communication, delegation, and performance evaluation.
- Gain confidence in presenting ideas, managing meetings, and building executive presence.
Who Should Attend?
- Engineers and technical professionals preparing for or entering leadership roles.
- New engineering managers seeking to strengthen their leadership and communication skills.
- Technical team leads and project managers looking to improve team performance and influence.
Additional Information
This course is part of the Technical Leadership Certificate. Course may be taken individually as well.
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
Testimonials
“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."
Instructors
Susan Ottmann
Susan Ottmann is the Director of Professional Programs for Interdisciplinary Professional Programs, in the College of Engineering at the University of Wisconsin-Madison. She leads the non-credit professional 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.
Heather Smith
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.
Mastering the Transition from Technical Expert to Leader
Location: Online
Course #: RA00014-D650
Fee: $1,495
Fee
- $1,495
-
Fee covers morning and afternoon breaks, scheduled lunches, course materials.
Discounts
When 3 or more employees from the same employer register for this course, the registration fee is $1,196 per person.
10% discount per person for participants registered in the Technical Leadership Certificate series. Promo code needed during registration.
Credits
- CEU: 1.4
- PDH: 14
Schedule
Event Dates/Times:
- 11/17/2025 8:30am - 12:30pm Central Time
- 11/18/2025 8:30am - 12:30pm Central Time
- 11/19/2025 8:30am - 12:30pm Central Time
- 11/20/2025 8:30am - 12:30pm Central Time
Instructors
Heather Smith, Susan Ottmann
Location
This is an online course.
Topic:
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.
Mastering the Transition from Technical Expert to Leader
Location: Madison, WI
Course #: RA00014-D813
Fee: $1,495
Fee
- $1,495
-
Fee covers morning and afternoon breaks, scheduled lunches, course materials.
Discounts
When three or more sign up from same employer, your course discount is $299.
Credits
- CEU: 1.4
- PDH: 14
Schedule
Event Dates/Times:
- 4/14/2026 8:00am - 4:30pm Central Time
- 4/15/2026 8:00am - 4:30pm Central Time
Course Notes
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.
Instructors
Heather Smith, Susan Ottmann
Location
Accommodations
Room: rates start at $179
Reserve by: Mar. 23, 2026
Accommodations include: Complimentary WiFi and Local/Airport Shuttle. Parking available $15/night.
Topic:
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.
Mastering the Transition from Technical Expert to Leader
Course #: RA00014Mastering the Transition from Technical Expert to Leader
Date: Tue. April 08, 2025 – Wed. April 09, 2025ID: RA00014-D408
Fee:
- $1,495
- Fee covers morning and afternoon breaks, scheduled lunches, course materials.
When 3 or more employees from the same employer register for this course, the registration fee is $1,196 per person.
10% discount per person for participants registered in the Technical Leadership Certificate series. Promo code needed during registration.
- CEU: 1.4
- PDH: 14
Mastering the Transition from Technical Expert to Leader
Date: Mon. November 11, 2024 – Thu. November 14, 2024ID: RA00014-D407
Fee:
- $1,495
-
Fee covers live online course instruction and materials.
Team Registration: when 3 or more employees from the same employer register for this course, the registration fee is $1,196.
10% discount per person for participants registered in the Technical Leadership Certificate series. Promo code needed during registration.
- CEU: 1.4
- PDH: 14
Mastering the Transition from Technical Expert to Leader
Date: Wed. May 08, 2024 – Thu. May 09, 2024ID: RA00014-D212
Fee:
- $1,495
-
Fee covers morning and afternoon breaks, scheduled lunches, course materials.
10% discount per person for participants registered in the Technical Leadership Certificate series. Promo code needed during registration.
- CEU: 1.4
- PDH: 14
Mastering the Transition from Technical Expert to Leader
Date: Mon. November 06, 2023 – Thu. November 09, 2023ID: RA00014-C943
Fee:
- $1,495
-
Fee covers live online course instruction and materials.
10% discount per person for participants registered in the Technical Leadership Certificate series. Promo code needed.
20% discount per person for Center for Quick Response Manufacturing and UWEBC Members. Membership will be verified.
- CEU: 1.4
- PDH: 14
Create a custom learning experience
We can deliver this course as an on-site learning experience tailored to your organization’s specific training needs.
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