PDI 2018 Workshop Descriptions

To view or download the breakout schedule in an Excel spreadsheet, click here.
To view the following Workshop Descriptions in PDF format, click here.

Pre-PDI Courses

CERTIFIED DEFENSE FINANCIAL MANAGEMENT (CDFM) MINI-COURSES:

All CDFM pre-PDI mini-courses offered on Monday and Tuesday are aligned to DoD FM Certification Program competencies and associated proficiency levels. By completing these courses you will gain additional knowledge, earn CPE credits, and fulfill hours toward your DoD FM Certification requirements.

1. CDFM Module 1 (Resource Management Environment) - Mini-Course [FMF3989, 8 credit hrs] initial DoD FM certification, 8 CET for recertification at any level.
DoD Certification Levels 1/2.
Competencies - Fundamentals and Operations of Budget (PL1) - 2 hrs.
Budget Execution (PL3) - 0.5 hrs.
Budget Concepts, Policies, and Principles (PL3) - 0.5 hrs.
Audit Concepts, Policies, and Principles (PL3) - 1.5 hrs.
Financial Management Analysis (PL3) - 1.5 hrs. Decision Support (PL1) - 2 hrs.
Total PL1 credit hrs: 4
Total PL3 credit hrs: 4
Course Length: 8 hrs. Total CPEs - 8.

Mr. John Reifsnyder, President, J. R. Associates

Textbooks will not be provided, but may be purchased on site. Instructors will use the 2013a version of the textbook. This pre-PDI session (eight hour course) is an additional fee of $250.
CDFM Module 1 (Resource Management Environment) is an intensive one-day (eight hours) mini-course that addresses the material covered in the Enhanced Defense Financial Management Training Course (EDFMTC) related to the Management of Government Resources. Individuals who have completed a significant amount of exam preparation and are looking for a final review prior to taking the exam may find this course helpful.

Learning Objectives:

1. Describe the Federal Legislative Process and its genesis
2. Summarize authorities, responsibilities, and roles of the three Federal Government branches
3. Explain roles of the President, Congress, OMB, DoD, and Government agencies in the Federal budget process
4. List the major components of the Federal budget
5. Identify principal budget execution functions and responsibilities
6. Relate DoD manpower financial budgets to manpower structure
7. Summarize mobilization processes for military and civilian personnel
8. Summarize requirements of the Federal Activities Inventory Reform Act of 1998
9. Describe the key elements of DODI 1400.33 as they relate to the Most Efficient Organization
10. Recognize and use the terms defined in the Commercial Activities Program
11. Describe the Government’s ethical standards
12. Identify the statutory Merit Principles and Prohibited Personnel Practices
13. Describe the processes for: Performance appraisal, training, EEO complaint process, poor performance, and conflict resolution
14. Explain a Reduction in Force
15. Describe the Federal employee retirement systems
16. Discuss the concept of internal control
17. Describe the importance and requirements of the Federal Managers’ Financial Integrity Act and OMB Circular A-123
18. Summarize standards, techniques, and documentation required in DoD’s Internal Control Program

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Basic
Intended Audience: All levels of financial managers
May 28, 0800 - 1700
8.0 CPEs

Back to Section Heading ↑
Back to Top ↑

2. CDFM Module 2 (Budget and Cost Analysis) – Mini-Course [FMF3990, 8 credit hrs. for initial DoD FM certification, 8 CET for recertification at any level.]
DoD Certification Levels 1/2.
Competencies - Budget Concepts, Policies, and Principles (PL3) - 3.5 hrs.
Budget Formulation, Justification, and Presentation (PL3) - 0.5 hrs.
Budget Execution (PL3) - 1 hr.
Financial Management Analysis (PL3) - 2 hrs. Decision Support (PL1) - 1 hr.
Total PL1 credit hrs: 1.
Total PL3 credit hrs: 7.
Course Length: 8 hrs. CPEs 8.

Mr. David Saltich, Senior Trainer , Independent Contractor

Textbooks will not be provided, but may be purchased on site. Instructors will use the 2013a version of the textbook. This pre-PDI session (8 hour course) is an additional fee of $250. CDFM Module 2 (Budget and Cost Analysis) is an intensive one-day (eight hours) mini-course that addresses the material covered in the Enhanced Defense Financial Management Training Course (EDFMTC) related to Budget and Cost Analysis. Individuals who have completed a significant amount of exam preparation and are looking for a final review prior to taking the exam may find this course helpful.

Learning Objectives:

1. Discuss the organizational structure of DoD
2. Describe the purpose of the PPBE process
3. Describe the functions of planning, programming, budgeting and execution phases of PPBE
4. Discuss roles and responsibilities of key officials involved in the PPBE process
5. Describe key products/documents of the PPBE process
6. Describe purpose and use of the Defense Planning Guidance (DPG)
7. Describe the purpose and use of Resource Management Decisions (RMDs)
8. Describe how Combatant Command priorities are determined
9. Describe how budget estimate submissions are modified
10. Describe the purpose and use of Economy Act Orders and Project Orders
11. Describe how inter-service and intergovernmental agencies are reimbursed for products received and services rendered
12. Describe the purpose and duration of DoD appropriations
13. Describe the three funding policies
14. Describe the purpose and use of Working Capital Funds
15. Describe the purpose and use of Non-Appropriated Funds
16. Explain obligation adjustments available to expired/cancelled appropriations
17. Describe the procedures for recording refunds
18. Describe the Defense Acquisition Management System life cycle
19. State the relationship between cost analysis and the DoD acquisition cycle
20. Identify DoD cost guidance and principles
21. Describe cost estimating techniques and methods used in the acquisition process
22. Describe the purpose of the following DoD acquisition-related requirements/initiatives: Analysis of Alternatives, Cost as an Independent Variable, and Earned Value Management
23. Identify the types of contractor cost data reporting requirements associated with the Earned Value Management System (EVMS)
24. Differentiate between favorable and unfavorable EVMS identified cost and schedule variances
25. Describe fundamental principles of cost and economic analysis
26. Identify statistical techniques used in cost and economic analysis
27. Differentiate between quantifiable and non-quantifiable benefits
28. Explain key elements of the DoD Strategic Management Plan
29. Define Business Process Reengineering (BPR)
30. Explain the key elements of BPR
31. Describe the composition of a successful BPR team
32. Identify the steps of the Lean Six Sigma process
33. Define benchmarking
34. Describe the goals, requirements, and documents of the Government Performance and Results Act (GPRA) and the GPRA Modernization Act of 2010
35. Describe Defense business reform initiatives
36. Distinguish between outsourcing and privatization
37. Identify at least three miscellaneous sources of funds and retention justification

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Basic
Intended Audience: Individuals interested in becoming a CDFM
May 28, 0800 - 1700; May 29, 0800 - 1700
8.0 CPEs

Back to Section Heading ↑
Back to Top ↑

3. CDFM Module 3 (Accounting and Finance) - Mini-Course [FMF3991, 8 credit hrs. for initial DoD FM certification, 8 CET for recertification at any level.]
DoD Cert Level 2.
Competencies - Budget Execution (PL3) - 2 hrs. Financial Concepts, Policies, and Principles (PL3) - 2 hr.
Accounting Concepts, Policies, and Principles (PL3) - 2 hrs.
Audit Concepts, Policies, and Principles (PL3) - 2 hrs.
Total PL3 credit hrs: 8
Course Length: 8 hrs. CPEs 8.

Mr. John Reifsnyder, President, J. R. Associates

Textbooks will not be provided, but may be purchased on site. Instructors will use the 2013a version of the textbook. This pre-PDI session (eight hour course) is an additional fee of $250.
CDFM Module 3 (Accounting and Finance) is an intensive one-day (eight hours) mini-course that addresses the material covered in the Enhanced Defense Financial Management Training Course (EDFMTC) related to Accounting and Finance, Auditing, and Fiscal Law (Fiscal Law is tested in all three modules). Individuals who have completed a significant amount of exam preparation and are looking for a final review prior to taking the exam may find this course helpful.

Learning Objectives:

1. Summarize constitutional authority for expending funds
2. Explain the authorized “purpose,” “time,” and “amount,” factors in use of funds
3. State possible penalties and reporting requirements associated with an Antideficiency Act (ADA) violation
4. State the purpose and use of a continuing resolution
5. Summarize the roles of accountable officers
6. Describe the four distinct functions of finance
7. Summarize the responsibilities of DoD finance personnel
8. Summarize certifying policies and pecuniary liability
9. Describe public funds safeguard requirements
10. List and summarize the key finance forms used for reporting and accountability
11. List the financial statements included in the Financial Report of the United States Government
12. Summarize the laws and regulations impacting DoD accounting
13. Describe the role of each of the various organizations that impact DoD accounting policies
14. List the types and uses of Government funds
15. Differentiate between and define the functions of proprietary, budgetary, and managerial cost accounting
16. List the general ledger account structure
17. Identify the basic DoD financial statements
18. Explain the legal requirement concerning audit of federal agency financial statements
19. Explain the relationship between the Financial Improvement and Audit Readiness (FIAR) process and the requirement for audited financial statements
20. Summarize the Generally Accepted Government Auditing Standards (GAGAS)
21. Define the types of audits and other engagements performed by auditors
22. List the internal audit groups within DoD
23. Discuss the phases of an audit
24. Discuss the contents and purpose of the audit report

Group Live Presentation
NASBA Field of Study: Accounting (Governmental)
Course Level: Basic
Intended Audience: Individuals interested in becoming a CDFM
May 29, 0800 - 1700
8.0 CPEs

Back to Section Heading ↑
Back to Top ↑

4A/B. CDFM Module 4 (Acquisition Business Management) [FMF2640, 6 credit hrs. for initial DoD FM certification, 16 CET for recertification at any level.]
Competencies - Budget Formulation, Justification and Presentation (PL3) - 1 hr.
Financial Management and Reporting Analysis (PL3) - 1 hr.
Decision Support (PL3) - 4 hrs.
Total PL3 credit hrs: 6)
Course Length: 16 hrs. CTEs 16.

Mr. Ed Clancy, Instructor, Archway Training
Mr. Rich Arns, Instructor, Archway Training Associates, Inc.

The Module 4 Addendum textbook will be provided. This pre-PDI session (eight hours per day for two days) is an additional fee of $475.
The Acquisition Business Management CDFM Module 4 course is a two-day (16 hours) comprehensive overview of the rules governing the acquisition of major Defense systems from the Program Manager's perspective and incorporates the concepts and rules outlined in the Defense Acquisition Guidebook as well as DoDI 5000.02. The course is designed for DoD financial management personnel as well as those working in the Acquisition field and is intended for individuals who have elected to pursue the CDFM with Acquisition Specialty (CDFM-A).

Learning Objectives:

1. Identify and explain key functions of DoD’s decision support systems for strategic planning and resource allocation, determination of capability of needs, and acquisition of systems
2. Describe the Acquisition Program Baseline (APB), the Technology Development Strategy (TDS) and the Acquisition Strategy.
3. Define systems engineering and identify its role in systems acquisition management
4. Explain the principal role of key systems engineering processes, both technical and technical management
5. Recognize key actions of systems engineering applied through the phases of the systems life cycle, and the important input/output products from each phase
6. Identify key systems design considerations required within the systems engineering framework
7. Identify key systems engineering tools, techniques and resources available and/or required for management, oversight and analysis, as well as the documentation requirements
8. Define affordability
9. Describe the concept known as full funding and the concept of cost as an independent variable
10. Describe how affordability is considered during the phases of the system life cycle
11. Explain the difference between life-cycle cost and total ownership cost and describe how each is important in system affordability and management
12. Define Analysis of Alternatives (AOA), recognize its key elements, and explain its role in system concept refinement
13. Describe the principal acquisition program cost estimates, with their approval authority, and the key tools and techniques of life-cycle cost estimating
14. Describe the basic principles of EVM and when EVM is applicable
15. Explain how EVM is valuable to managing an acquisition program
16. Be able to manipulate basic EVM data and interpret the results
17. Recognize the concept of Life-Cycle Sustainment and the Program Manager’s responsibilities in implementing a Total Life-Cycle Sustainment program
18. Define Performance Based Life-Cycle Support
19. Explain the key activities in the System Life Cycle
20. Identify the key acquisition milestone documentation required for Program Life-Cycle Sustainment
21. Define Human Systems Integration (HSI) and identify the domains/elements of HIS
22. Explain the importance of HIS relative to the total systems approach of the acquisition process
23. Describe the mandatory requirement for, and the key guidelines for, human factors engineering and human factors integration, as applied to the systems acquisition process
24. Define the terms net-centricity, Global Information Grid (GIG), and National Security Systems
25. Recognize the key concepts for acquiring net-centric Information Technology (IT) and National Security Systems (NSS)
26. Define Defense Business Systems and the Business Enterprise Architecture (BEA)
27. Recognize the process for acquiring a Defense Business System and the actions required to comply with the Clinger-Cohen Act of 1996, as well as those special requirements for acquisition and management of defense business systems
28. Explain the term “technology protection” and also the key policies and procedures for technology protection and who is responsible for their execution
29. Define Critical Program Information (CPI) and Designated Science and Technology Information (DS&TI)
30. Describe important policy issues associated with the DoD Research and Technology Protection (RTP) effort
31. Identify the types of Test and Evaluation (T&E) and explain their purposes to include where within the system life cycle each is appropriate
32. Recognize key T&E planning documents and explain the purpose of each, including the phase of the system life cycle each is due and the management level of review/approval required
33. Explain the difference between milestone decisions and decision reviews
34. Name the major milestone decision points within the system life cycle, explaining the appropriate phase where each occurs
35. Identify the level and timing of major decision reviews
36. Identify the program requirements for executive level review, the reviews required and the roles played by the Defense Acquisition Board (DAB), Information Technology Acquisition Board, Joint Requirements Oversight Council and the DoD Acquisition Executives
37. Explain the Integrated Product Team (IPT) concept and recognize the various types of IPTs
38. Define exit criteria, including its purpose and who creates, reviews, and approves it
39. Explain when, why, and what type of independent assessments are performed
40. Describe the major periodic reports generated during the system life cycle, their purpose, when they are due and who creates, reviews and approves them
41. Describe joint programs and explain key management considerations in the acquisition of joint systems
42. Define an international cooperative program and describe key elements in the management framework for international cooperative programs
43. Explain three key contract cost, schedule, and performance status reports and identify when and under what circumstances they are required
44. Describe the contract quality assurance activity and how it is usually performed
45. Recognize those special considerations relating to the acquisition of services and service related contracts within DoD

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Intermediate
Intended Audience: All levels of financial management
May 28, 0800 - 1700; May 29, 0800 - 1700
16.0 CPEs

Back to Section Heading ↑
Back to Top ↑

INFORMATIONAL DOD FINANCIAL MANAGEMENT CERTIFICATION PROGRAM WORKSHOPS

The Informational DoD Financial Management Certification Program workshops offered on Tuesday will provide you additional information about the program and CPE credits. They are optional and provided at no additional cost.

5. DoD FMCP Component Administrator Training

Ms. Kellie O'Mara-Gordon, Program Manager, DoD FM Certification Program, Financial Workforce Management Division, Office of the Under Secretary of Defense (Comptroller)
Mr. Daniel Marchinkoski, Director, IT, DP George & Co. LLC

Component Administrators (CAs), come participate in a live demonstration of FM LMS admin features, running key reports, and correcting user scorecards. Receive tips for managing your organization and get all of

Group Live Presentation
NASBA Field of Study: Personal Development
Course Level: Basic
Intended Audience: all members who have adminstrative access to the FM LMS
29 May, 1100 - 1215
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

6. DoD FM Certification Supervisor and Component Certification Authority (CCA) Training

Component Certification Authorities (CCAs) and Supervisors (S1s), come participate in a live demonstration of key FM LMS approval features, the approval/denial process, and running key reports. We will walk through the entire approval/denial process and provide tips for making your job easier and get all of your questions answered!

Group Live Presentation
NASBA Field of Study: Personal Development
Course Level: Basic
Intended Audience: Supervisors and CCA's of the FM Certification Program
29 May, 1245 - 1400
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

MICROSOFT WORKSHOPS

The MICROSOFT workshops offered on Tuesday will provide you additional skills and CPE credits. They are optional and provided at no additional cost.

9. MICROSOFT - Top 10 tips and tricks for Windows 10, Best tips for Office 2013 & 2016 EXCEL and PowerPoint.

Mr. Ed Fritts, Senior Financial Systems Analyst, Teksouth Corporation
Mr. Benjamin Cella, Program Manager, Teksouth Corporation

Description: We'll cover some of the best tips for Windows 10 that can be useful for Government computers. We'll share some past and present best tips and tricks for Office EXCEL and PowerPoint that we'll change your everyday use. Here are just a few of new features you'll learn about. New charts that came out with 2016 PowerPoint, new features with Excel 2016 using Pivot Tables, 2 brand new features that crosses all Office 2016 suites plus many more old tricks that most people don't know about that will also assist in your everyday work. You won't leave disappointed and we'll send everything to you using AMRDEC Safe. We will be sending training materials to each participant in advance of the class.

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Basic
Intended Audience: All levels of Financial Management
29 May, 1100 - 1215
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

10. MICROSOFT - EXCEL Tips and Tricks

Mr. Al Yoo, Teksouth Corporation
Mr. Benjamin Cella, Program Manager, Teksouth Corporation

This course will provide shortcuts for everyday use of Excel 2010/2013/2016. Areas of focus will include: resizing columns/rows; opening multiple windows within a workbook; formatting worksheets as tables; creating manual line breaks within a cell; creating custom lists; preventing "divide by zero" (#DIV/0) errors; creating absolute cell references; using SumIF, SumIFS, CountIFS, VLookup and other Excel functions. Our training aids will be picture by picture illustrations to help beginners. Our goal is to share these great skills with everyday Excel users so they can spend more time ANALYZING! We'll post all training materials one week before the National PDI if you want to bring them with you. The website is: http://www.teksouth.com/teksouth-desktop-tools/. Look for us at the 2018 National PDI. Come learn these great tools.

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Basic
Intended Audience: (TBA)
29 May 1245 - 1400
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

11. MICROSOFT - Power View/Power Pivot

Rich Brooks, Senior Trainer/Developer Desktop Analytics, Teksouth
Mr. Benjamin Cella, Program Manager, Teksouth Corporation

During this workshop we will demonstrate and explain how each of these powerful EXCEL tools will change the way you do business. The corporate world is already involved in using these powerful tools and we want you to be on the leading edge of this technology too. We’ll post all the training materials one week before the National PDI if you want to bring them with you and follow along with the course. The website is: http://www.teksouth.com/teksouth-desktop-tools/. Look for 2018 National PDI. Come learn these great tools.

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Intermediate
Intended Audience: FMers with a need to compile data sources into transactional/summary detail with visual display
June 1, 0915 - 1030
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

PDI 2018 Courses

THURSDAY & FRIDAY MINI-COURSES AND WORKSHOPS

MINI-COURSES

All of the mini-courses offered on Thursday and Friday are aligned to the DoD FM Certification Program competencies and associated proficiency levels. By completing these courses you will gain additional knowledge, earn CPE credits, and fulfill hours toward your DoD FM Certification requirements.

7A/B. DoD FM Certification User Training (Parts 1 & 2)

New to the FM Community? Have you been recently promoted to a position coded at a higher Certification level? This two-part course is for you! User Training: Part A Live demonstration of the FM Online, myLearn, and Interactive Learning History Worksheet (iLHW) capabilities. Participants will use these tools to:
(1) identify training and/or education already taken that meets their current Certification requirements and
(2) find courses that close any training gaps. User Training: Part B Have you tried to navigate the FM LMS? Have you experienced frustration with the system? Come learn the tricks to navigating the FM LMS! By the end of this workshop, you'll know how to:
(1) assign your primary and/or alternate tracks, (2) complete the 3-step process,
(3) obtain approval of competencies and FM Certification requests, and
(4) record continuing education and training (CET) requirements.

NOTE: PART A AND PART B MUST BE TAKEN TOGETHER.
This two-part course provides foundational information on the program and then delves deeper into how to complete the three-step process using the FM Learning Management System.
User Training A walks the students through how to evaluate your education and training history. In this class we will cover: Overview of FM Online and FM myLearn websites; How to find Training and Support resources; Review the Certification requirements for each level; How to search for courses in FM myLearn; How to understand the course alignments; How to use the Academic Matrix; and How to complete the Learning History Worksheet.
User Training B walks the students through completing the DoD FM Certification in the DoD FM LMS using the 3-Step Process. The 3-Step Process includes: Record Course, Upload Documentation, and Request Approval. In this class we will cover: How to log into the DoD FM LMS; Overview of DoD FM LMS; Following the Learning History Worksheet to record a course; How to record an academic course; How to upload documentation; How to request approval for an achievement; How to assign the Alternate/Primary Track; How to run user reports; and How to request approval for DoD FM Certification. We will also discuss the interactive Learning History Worksheet and the Academic search tool as well as continuing education requirement.

Group Live Presentation
NASBA Field of Study: Personal Development
Course Level: Basic
Intended Audience: All levels of FM who are not currently certified or who supervise FM'ers
June 1, 0915 - 1030; June 1, 1045 - 1200
3.0 CPEs

Back to Section Heading ↑
Back to Top ↑

13A/B. DoD Certification Level 2 . Competency - Budget Execution (PL3)

Budget Execution and Performance Integration - Mini-Course [FMF6416, 2.5 credit hrs]

Honorable Ricardo Aguilera, CFO Federal Reserve Board, Federal Reserve Board

This mini-course will address the budget execution and management reporting function within a government organization. The connection between budget formulation, budget enactment, and budget execution will be covered. In addition, an overview of different techniques used to integrate budget and performance will be provided. Examples highlighting the effective use of performance data in supporting budget decision-making will be addressed.

Learning Objectives:

1. Evaluate the key interrelationships between budget formulation, budget enactment, and budget execution
2. Assess the factors and tools in leading successful execution of an organization's budget
3. Examine the role of Congress in budget execution and the Constitutional and legal requirements set forth for this important financial management function
4. Determine how to protect an agency's integrity by providing advice and counsel on compliance with Congressional legislation including appropriations and authorization acts, proper use of funds, as well as the Anti-Deficiency Act
5. Distinguish various uses of performance data and how it can be effectively used to report and monitor budget execution information used to make budget decisions

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Intermediate
Intended Audience: Financial Managers with at least 2 years of financial management experience.
June 1, 1400 - 1515; June 1, 1545 - 1700
3.0 CPEs

Back to Section Heading ↑
Back to Top ↑

14A/B. DoD Certification Level 2. Competencies - Accounting Concepts, Policies and Principles - 1.5 hrs (PL3) and Budget Concepts, Policies and Principles - 1.0 hrs (PL3)

Budgeting and Accounting: Making the Connection - Mini-Course [FMF7082, 2.5 credit hrs]

Mr. Phil Davidson, Senior Trainer, Management Concepts, Inc.

This course is designed for junior DOD or contract employees from several different backgrounds: accountants who want insight into DOD budgeting, budgeteers who want insight into DOD accounting, and systems people who want a basic understanding of DOD budgeting and accounting so they can implement new financial systems.

Learning Objectives:

1. Make the connection between budgeting and accounting
2. Apply budget and accounting terminology appropriately
3. Describe the use of the U.S. Government Standard General Ledger account structure
4. Relate budget obligations to DoD assets, liabilities, and expenses
5. Determine unfunded budget requirements from accounting reports. Improve budget estimating with accounting information

Group Live Presentation
NASBA Field of Study: Accounting (Governmental)
Course Level: Intermediate
Intended Audience: See above.
May 31, 1400 - 1515; May 31, 1545 - 1700
3.0 CPEs

Back to Section Heading ↑
Back to Top ↑

15A/B. DoD Certification Level 2. Competency - Accounting Analysis (PL3)

Cost Concepts for Accounting Analysis - Mini-Course [FMF4055, 2.5 credit hrs]

Mr. Troy Terronez, Senior Lecturer, Defense Resources Management Institute (DRMI), Naval Postgraduate School

In this mini-course we present the use of accounting information to support decision making. The course will discuss cost concepts including cost measurement, types of cost, the development of cost models for different applications, allocation of cost from inputs to outputs and cost behavior including how measures of productivity relate to unit cost. We will develop a framework for life-cycle cost estimates and explain the use of present value analysis to support the comparison of alternatives over time. In this context, students will develop better understanding of relevant costs and their uses in different processes to support the DoD component fiscal environment to achieve mission goals.

Learning Objectives:

1. Understand varying types of costs and their relevance in different processes and situations
2. Understand and use different measures of cost
3. Use models of cost to derive, calculate, and apply costs to different processes
4. Allocate cost from inputs to outputs and calculate unit cost
5. Calculate life-cycle cost within a given scenario
6. Understand net present value and its use in defense cost analysis

Group Live Presentation
NASBA Field of Study: Accounting
Course Level: Intermediate
Intended Audience: All levels of Financial Management
May 31, 0915 - 1030; May 31, 1045 - 1200
3.0 CPEs

Back to Section Heading ↑
Back to Top ↑

16A/B. DoD Certification Level 2. Competency - Financial Management Analysis (PL3)

Cost-Benefit Analysis - Mini-Course [FMF3588, 2.5 credit hrs]

Mr. Robert Black, Instructor, Management Concepts, Inc.

This mini-course will introduce cost-benefit analysis and how it is used to support decision-making in an organization, thereby increasing public welfare and improving efficiency.

Learning Objectives:

1. Describe cost-benefit analysis (CBA) and how it is used to justify federal programs
2. Describe CBA fundamentals and underlying cost principles
3. Identify federal sources of cost benefit analysis guidance
4. Define the various types of costs associated with CBA
5. Describe the time value of money and Net Present Value

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Intermediate
Intended Audience: All disciplines and levels in financial management
June 1, 0915 - 1030; June 1, 1045 - 1200
3.0 CPEs

Back to Section Heading ↑
Back to Top ↑

17A/B. DoD Certification Level 2. Competency - Decision Support (PL3)

Concepts, Techniques and Tools that Support Performance Budgeting - Mini-Course [FMF4053, 2.5 credit hrs]

LTC Erin Reeder, Military Associate Chair/ Lecturer, Defense Resources Management Institute (DRMI), Naval Postgraduate School

The instructor will develop concepts that support performance management and budgeting at the unit or sub-organization level. Topics will include responding to strategic guidance by mapping strategic goals and objectives to unit or organization goals and objectives; using unit or organization-level goals to establish indicators that provide information on progress towards these goals and objectives; using performance hierarchies to align measures with goals and objectives; and using targets to guide organizational action. Students will gain a better understanding of the overall environment and processes of performance management and budgeting in small organizations within DoD, and will understand better how to think about measuring performance at the unit or sub-organization level.

Learning Objectives:

1. Understand the links between strategic guidance and goals and objectives at the unit or sub-organization level
2. Use unit or sub-organization goals and objectives to establish indicators on performance and efficiency
3. Create a performance hierarchy to align measures
4. Create and use performance targets to guide organizational action

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Intermediate
Intended Audience: Mid-level professionals
May 31, 1400 - 1515; May 31, 1545 - 1700
3.0 CPEs

Back to Section Heading ↑
Back to Top ↑

18A/B. DoD Certification Level 2. Competency - Decision Support (PL3)

Operational Decision Support - Mini-Course [FMF4049, 2.5 credit hrs]

Mr. Aron Swyers, Chief, Strategic Plans and Partnerships, Air Force Financial Management Center of Expertise

This mini-course presents an overview of the decision support process as viewed by resource managers involved in supporting resource decisions. It walks the students through each step in the decision support process, while providing them with techniques and group scenarios to practice using the techniques in the classroom. There is also material on scaling and designing the analysis based on the decision maker and/or decision that needs to be made. The core of the course is the preparation of a Decision Support Analysis in a group setting to highlight the relevant features of a proper decision support analysis.

Learning Objectives:

1. Determine when a decision support analysis is needed and how to prepare one
2. Identify contents of a proper decision support analysis
3. Possess a basic ability to complete the required steps of the decision support process

Group Live Presentation
NASBA Field of Study: Business Management and Organization
Course Level: Intermediate
Intended Audience: General knowledge of Financial Management and features of a decision support model.
June 1, 0915 - 1030; June 1, 1045 - 1200
3.0 CPEs

Back to Section Heading ↑
Back to Top ↑

19A/B. DoD Certification Level 2. Competency - Decision Support (PL3)

Business Case Analysis - Mini-course [FMF4050, 2.5 credit hrs]

Mr. Karl Jehle, Operations Branch Chief, Air Force Financial Management Center of Expertise

This mini-course presents an introductory look at the contents and steps required to complete a Business Case Analysis. The course prepares personnel to identify when a BCA is needed, collect the relevant information, and package the information in a document to support the selection of a particular course of action. It begins with an overview of the BCA process and requirements and a discussion of the technical aspects related to a BCA (risk, cost collection, inflation, benefits, etc.). The core of the course is the preparation of a BCA in a group setting to highlight the relevant features of a BCA. At the conclusion of the course, attendees should be familiar with the BCA process and able to identify when a BCA is needed, understand how to complete the analysis, and know where to turn if additional information/assistance is needed.

Learning Objectives:

1. Determine when a business case is needed and how to prepare one
2. Identify contents of a proper Business Case Analysis
3. Possess introductory ability to complete the required sections of a business case

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Intermediate
Intended Audience: All levels of FM, but particularly those involved in deciding between courses of action competing for the same resources
June 1, 1400 - 1515; June 1, 1545 - 1700
3.0 CPEs

Back to Section Heading ↑
Back to Top ↑

20A/B. DoD Certification Level 2. Competency - Decision Support (PL3)

Enabling Informed Decision Making - Mini-Course [FMF4092, 2.5 credit hrs]

Mr. Rick Diggs, Director of Curriculum , Defense Financial Management & Comptroller School
Lt Col David Ratliff, Chief, Financial Management & Strategic Environment, Defense Financial Management and Comptroller School

This mini-course presents a universal Decision Support methodology based on the major tenets of the Military Decision Making Process. This interactive presentation will walk participants through a simplified Decision Support model, emphasizing the deliverables and their importance in providing sound advice. Course sub-topics include: issue identification, stakeholder analysis, establishing and weighting evaluation criteria, types of data and measures, critical thinking and effective communication. The session will conclude with real-world examples of successful and not-so-successful presentation techniques.

Learning Objectives:

1. Define a Decision Support framework and specific enhancing analysis techniques
2. Comprehend the elements of sound critical thinking and effective communication
3. Comprehend the importance of using these techniques to justify your position when advising decision makers

Group Live Presentation
NASBA Field of Study: Business Management and Organization
Course Level: Intermediate
Intended Audience: All levels of FM who are or should be involved in ADVISING decision makers.
June 1, 0915 - 1030; June 1, 1045 - 1200
3.0 CPEs

Back to Section Heading ↑
Back to Top ↑

21A/B. DoD Certification Level 2. Competency - Audit Concepts, Policies and Principles (PL3)

Internal Controls: Meeting Federal Requirements for Accountability - Mini-Course [FMF3589, 2.5 hrs]

Mr. Robert Black, Instructor, Management Concepts, Inc.

This mini-course will help participants understand the requirements of the Manager's Internal Control Program (MICP) as spelled out in DoDI 5010.40 and the new OMB Circular A-123 requirements for Enterprise Risk Management (ERM). The goal of the MICP is effective and efficient mission accomplishment, and reducing the risk of waste, fraud, and mismanagement within their agency. Participants will learn what controls are and why they are important; the requirements, standards, and guidance available for internal controls; the importance of risk management; and the eight steps in an internal control process.

Learning Objectives:

1. Define internal controls and their importance
2. Identify the mandates for internal controls in the federal government
3. Define the GAO internal control standards: 5 components and 17 principles
4. Describe the recent requirement that agencies have an Enterprise Risk Management (ERM) program
5. Identify the eight steps in an internal control process. Define internal controls and their importance

Group Live Presentation
NASBA Field of Study: Auditing
Course Level: Intermediate
Intended Audience: All disciplines and levels
May 31, 0915 - 1030; May 31, 1045 - 1200
3.0 CPEs

Back to Section Heading ↑
Back to Top ↑

22A/B. DoD Certification Level 2. Competency - Team Building (Lead Teams/Projects) (PL3)

Is “Follow the Leader” child’s play? - Mini-Course [FML4558, 2.5 credit hrs]

LTC David Ratliff, Defense Financial Management & Comptroller School at Maxwell AF

Is it true that Together Everyone Achieves More (TEAM)? Is there an “I” in TEAM? What about in LEADER? Why all the fuss about LEADERSHIP? This interactive mini-course discusses the economic foundations of team-building, considerations for working in teams, and team-leaders’ roles and responsibilities. We will leverage a few basic economic principles and dynamic group activities to learn about effective leadership and followership.

Learning Objectives:

1. Characterize teams in terms of healthy relationships, and identify necessary conditions
2. Identify costs and benefits of working in teams
3. Discuss critical roles of leadership
4. Recommend strategies for leaders to reduce costs and increase benefits of cooperation
5. Encourage participants to pursue active study of leadership and people

Group Live Presentation. NASBA Field of Study: Personal Development. Course

Group Live Presentation
NASBA Field of Study: Personal Development
Course Level: Intermediate
Intended Audience: All levels of Financial Management but especially those responsible for leading people
May 31, 1400 - 1515; May 31, 1545 - 1700
3.0 CPEs

Back to Section Heading ↑
Back to Top ↑

23A/B. DoD Certification Level 3. Competency - Budget Execution (PL5)

Budget Execution and Performance Integration - Mini-Course [FMF6417, 2.5 credit hrs]

Honorable Ricardo Aguilera, CFO Federal Reserve Board, Federal Reserve Board

This mini-course will address the budget execution and management reporting function within a government organization. The connection between budget formulation, budget enactment, and budget execution will be covered. In addition, an overview of different techniques used to integrate budget and performance will be provided. Examples highlighting the effective use of performance data in supporting budget decision-making will be addressed.

Learning Objectives:

1. Evaluate the key interrelationships between budget formulation, budget enactment, and budget execution
2. Assess the factors and tools in leading successful execution of an organization's budget
3. Examine the role of Congress in budget execution and the Constitutional and legal requirements set forth for this important financial management function
4. Determine how to protect an agency's integrity by providing advice and counsel on compliance with Congressional legislation including appropriations and authorization acts, proper use of funds, as well as the Anti-Deficiency Act
5. Distinguish among various uses of performance data and how they can be effectively used to report and monitor budget execution information used to make budget decisions

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Advanced
Intended Audience: Financial Managers with at least 3 years of financial management experience
June 1, 0915 - 1030; June 1, 1045 - 1200
3.0 CPEs

Back to Section Heading ↑
Back to Top ↑

24A/B. DoD Certification Level 3. Competency - Financial Management Analysis (PL5)

Analytical Decision Making for Financial Managers - Mini-Course [FMF4052, 2.5 credit hrs]

LTC Erin Reeder, Military Associate Chair/ Lecturer, Defense Resources Management Institute (DRMI), Naval Postgraduate School

The instructor will provide an overview of models and tools used to support financial managers in defense organizations. Topics covered will include defining, framing and scoping a problem; formulating and evaluating models; and tradeoff analysis that supports making good choices across alternatives, including cost-benefit analysis, cost-effectiveness analysis, and risk analysis. The focus is on practical application to management decisions, especially those involving resources. Students will develop better understanding of and the ability to apply analytical tools and concepts in support of the DoD component fiscal environment to achieve mission goals.
Learning Objectives:
1. Be able to define, frame and scope a problem
2. Be able to understand and apply basic models in support of defense decision analysis
3. Explain systems analysis and apply appropriate concepts to a decision problem
4. Apply basic cost-benefit analysis to a scenario
5. Understand the difference between cost-benefit and cost-effectiveness analysis and when to apply each
6. Apply basic concepts of risk analysis to a defense decision problem

Group Live Presentation
NASBA Field of Study: Specialized Knowledge and Applications
Course Level: Advanced
Intended Audience: All levels of Financial Management
June 1, 0915 - 1030; June 1, 1045 - 1200
3.0 CPEs

Back to Section Heading ↑
Back to Top ↑

25A/B. DoD Certification Level 3. Competency - Advanced Financial Management (PL5)

The Economic Environment and the Application of Economic Tools Supporting Financial Managers - Mini-course [FMF4051, 2.5 hrs]

Dr. Jonathan Lipow, Professor of Economics, Defense Resources Management Institute (DRMI), Naval Postgraduate School

The instructor will present information on the economic environment of defense decision making including tools and concepts from economic theory and practice that help explain resources available for defense and how to make better use of them. Concepts presented include an abstract model for an economy and the tradeoffs made to allocate resources to defense, a framework for making tradeoffs to support the economic and efficient use of resources, and tools and concepts of marginal analysis that allow financial managers to make better tradeoffs among competing alternative uses of funds. In this context, students will develop better analytical skills to help shape the DoD component fiscal environment to achieve mission goals.

Learning Objectives:

1. Develop an understanding of the greater U.S. and global economies and the resources available for defense and national security purposes
2. Use a model to visualize tradeoffs between two (or more) categories of resources
3. Apply tradeoff analysis to find economic and efficient uses of resources
4. Apply marginal reasoning to make better choices between or among alternative uses of funds

Group Live Presentation
NASBA Field of Study: Economics
Course Level: Advanced
Intended Audience: All levels of Financial Management, but particularly those supervising and dealing with non-FM customers
June 1, 1400 - 1515; June 1, 1545 - 1700
3.0 CPEs

Back to Section Heading ↑
Back to Top ↑

26A/B. DoD Certification Level 3. Competency - Decision Support (PL5)

Multi-criteria Decision-making for Financial Managers - Mini-Course [FMF4056, 2.5 credit hrs]

LCDR Christian Hansen, Military Associate Professor, Defense Resources Management Institute (DRMI), Naval Postgraduate School

The instructor will introduce an approach to the measurement of effectiveness in supporting decision-making by managers in defense organizations. The focus is on practical application to management decisions involving many organizational objectives with emphasis on formulating the problem, understanding the analytical process involved in evaluating potential solution alternatives, and interpreting the results of the analysis in support of choosing a solution. The course will include value-focused thinking, defining objectives, creating objectives hierarchies, identifying attributes, and creating value functions. The results will be used in a cost-effectiveness framework to support the selection of alternatives. Attendees will develop a better understanding of and the ability to make decisions when faced with multiple objectives in support of better decision-making within DoD.

Learning Objectives:

1. Understand and discuss value-focused thinking and its utility in defense decision-making
2. Formulate the correct decision problem and appropriate objectives for choosing a solution
3. Create an objectives hierarchy to support decision analysis
4. Identify attributes of the decision issue
5. Incorporate values and preferences into a decision model
6. Evaluate potential solutions and recommend the optimal solution(s)

Group Live Presentation
NASBA Field of Study: Business Management and Organization
Course Level: Advanced
Intended Audience: All levels of Financial Management who evaluate multiple competing objectives against limited resources.
June 1, 1400 - 1515; June 1, 1545 - 1700
3.0 CPEs

Back to Section Heading ↑
Back to Top ↑

27A/B. DoD Certification Level 3. Competency - Decision Support (PL5)

Decision Support for Leaders - Mini-Course [FMF6759, 2.5 credit hrs]

Mr. Troy Terronez, Senior Lecturer, Defense Resources Management Institute (DRMI), Naval Postgraduate School

The instructor will build a foundation in model development and expand on it by defining pre-decision analysis (cost estimating tools and effectiveness analysis) and post-decision analysis (cost accounting and performance management), providing elements and examples of each. The instructor will discuss specifying, collecting and using data in analysis, and will identify pre- and post-decision cross-cutting accounting tools that financial managers can employ to improve their decision making, providing more efficient and effective allocation of resources. Benefits of each of the tools and techniques will be presented. The instructor will briefly discuss regression analysis and sensitivity analysis. These issues and concepts provide the foundation required to understand higher level DoD accounting tools, applications and methods.

Learning Objectives:

1. Identify how to specify, collect, and use data properly
2. Identify tools and techniques that can be applied to pre- and post-decisional analysis and the benefits of each
3. Define regression analysis and sensitivity analysis

Group Live Presentation
NASBA Field of Study: Business Management and Organization
Course Level: Advanced
Intended Audience: All levels of Financial Management
May 31, 0915 - 1030; May 31, 1045 - 1200
3.0 CPEs

Back to Section Heading ↑
Back to Top ↑

28A/B. DoD Certification Level 3. Competency - Decision Support (PL5)

Risk Management - Mini-Course [FMF6758, 2.5 credit hrs]

Dr. Anke Richter, Professor, Defense Resources Management Institute (DRMI), Naval Postgraduate School

The course focuses on three areas: (1) establishing a quantitative definition of risk; (2) describing the steps to conduct a probabilistic risk analysis; and (3) discussing strategies for mitigating risk. Each of these areas involves a conceptual presentation and discussion followed by examples, the majority of which relate to the public sector. Emphasis is placed on developing a model and using simulation to solve the model and produce a probabilistic description of risk. This quantitative method will be contrasted with more qualitative methods of assessing risk. Different ways to summarize risk into a single number will also be discussed. The final part of the course will describe strategies for mitigating risk. Determining how the amount of resources to allocate to mitigating risk depends on the decision maker's preferences. The quantitative measure of risk facilitates the primary trade-off to be made by the decision maker: Is the estimated risk reduction offered by an alternative worth its cost?

Learning Objectives:

1. Ask and answer the correct questions to develop a quantitative measure of risk
2. Interpret exceedance curves and use them to compare risks
3. Select the most appropriate summary measure of risk
4. Identify four broad strategies to mitigate risk
5. Determine the appropriate way to trade off between risk and cost

Group Live Presentation
NASBA Field of Study: Specialized Knowledge and Applications
Course Level: Advanced
Intended Audience: All levels of Financial Management
June1, 1400 - 1515; 1 June, 1545 - 1700
3.0 CPEs

Back to Section Heading ↑
Back to Top ↑

29A/B. DoD Certification Level 3. Competency - Developing Others (Lead People) (PL5)

Leadership for the Future - Mini-Course [FMF2882, 2.5 credit hrs]

TBD

This mini-course examines the leadership strategies that shape, develop, and motivate the financial management workforce. It describes the environment that today's DoD financial managers must leverage for success, focusing on breaking down stovepipes, growing social networks, technological trends, and managing pressure and disorder in today's world. The mini-course explores creativity and innovation as necessary attributes of a motivated workforce for capitalizing on a world of increasing uncertainty, ambiguity, and change.

Learning Objectives:

1. Analyze conditions under which the financial management workforce can excel
2. Evaluate leadership strategies to motivate the workforce
3. Personal growth and how to maintain your edge in an uncertain world

Group Live Presentation
NASBA Field of Study: Personal Development
Course Level: Intermediate
Intended Audience: Leaders of people
June 1, 0915 - 1030; June 1, 1045 - 1200
3.0 CPEs

Back to Section Heading ↑
Back to Top ↑

31. Current Budget Issues

Ms. Anne McAndrew, Director of Military Personnel and Construction, Office of the Under Secretary of Defense (Comptroller)
Major General Paul Chamberlain, Director of the Army Budget, Office of the Assistant Secretary of the Army (Financial Management & Comptroller)
Major General John Pletcher, Deputy Assistant Secretary for Budget, Office of the Assistant Secretary of the Air Force (Financial Management & Comptroller)
Mr. Thomas Simoes, Director, Investment and Development Division, Office of the Assistant Secretary of the Navy (Financial Management & Comptroller)

This workshop will provide a current overview of the Defense Department's FY 2019 budget request, a look forward to FY 2020 and beyond, and potential future alternative funding profiles. The FY 2019 budget information will include a discussion of the political/economic context, any congressional action to date, strategic themes and priorities, and the key initiatives in the budget. The workshop will also address the status of FY 2018 budget execution.

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Basic
Intended Audience: All levels of Financial Management
May 31, 1045 - 1200
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

32. Budget Execution 102

Ms. Roberta Tomasini, Professor, Financial Management, Defense Acquisition University

This workshop will cover advanced topics in budget execution such as the funding flow from Congress to payment by the U.S. Treasury, nuances of reprogramming actions, appropriation life cycle rules and limits, the 3 fiscal laws (includes the little known and seldom used flexibility of the bona-fide needs rule), and continuing resolution general rules and little known facts.

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Intermediate
Intended Audience: All levels of Financial Management, but particularly the budget discipline.
May 31, 0915 - 1030
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

33. The 115th Congress and the DoD Budget

Ms. Megan Milam, Deputy Comptroller (Budget and Appropriations Affairs), Office of the Under Secretary of Defense (Comptroller)

In January 2018, the second session of the 115th Congress began what is sure to be an eventful election year. Party politics reign supreme as we look to November and potential election day shake-ups in the House and the Senate. Even with budget deals and partial avoidance of sequester pains, the country still faces enemies, limited resources and stalemate politics that will impact the way the Department of Defense operates. This workshop will examine the complex, but symbiotic relationship between DoD and Congress to develop annual appropriations to perform the Nation's security mission in this challenging era of declining budgets and increasing uncertainty around the world.

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Basic
Intended Audience: All levels of Financial Management
May 31, 1400 - 1515
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

34. Congressional Enactment Process

Mr. Eric Nemoseck, Professor of Financial Management, Defense Acquisition University

As a DoD employee, having a basic understanding of the congressional enactment process and the impact that it has on your program, can have a large impact of your organization's success. This workshop will explain the overall congressional enactment process, including why the Authorization and Appropriation Laws are important, the roles of Congressional staffers, the Congressional committees that review Defense acquisition programs, the general rules of appealing a Congressional mark of the President's Budget, and the importance of the Legislative Liaison Offices involved in the interaction between Congressional and DoD officials.

Group Live Presentation
NASBA Field of Study: Specialized Knowledge and Applications
Course Level: Basic
Intended Audience: All levels of Financial Management, but particularly those dealing with appropriated funds.
May 31, 1400 - 1515
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

35. 50 Questions [every financial analyst or BFM should be able to answer]

Mr. Gregory Martin, Professor of Financial Management, Defense Acquisition University

How do I support my program manager (or What questions should I, as the best budget analyst ever, be able to answer before she asks?) This workshop for newish budget analysts walks through many of the questions a great budget analysis should be able to answer about his/her accounts and programs . . . questions with words like apportioned, balance, BTR, reconciliation, earned value, closeout, audit support, expired, lifecycle, expenditure rates, DCMA-approved rates, FM&C's policy. Your job? Know the questions and how to find or figure out the answers! This is the same workshop from PDI 2017.

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Intermediate
Intended Audience: Entry and intermediate financial managers; supervisory and non-supervisory.
May 31, 1545 - 1700
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

36. DoD Business Reform -- What It Will Mean for Defense Financial Management

Mr. Mark Easton, Deputy Chief Financial Officer, Office of the Under Secretary of Defense (Comptroller)

This workshop overviews the Secretary of Defense's Reform agenda, with specific emphasis on the initiatives that are being driven by the Office of the Under Secretary of Defense (Comptroller). You'll learn the objectives, priorities, and timelines that these initiatives envision, as well as how the DoD financial management workforce will be contributing to the success of this effort.

Group Live Presentation
NASBA Field of Study: Business Management and Organization
Course Level: Basic
Intended Audience: All DoD Financial managers, but particularly those interested in organizational change
June 1, 1045 - 1200
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

37. Enterprise Cost Framework

Mr. Mitchell Fiedler, Senior Financial Systems Analyst, Office of the Under Secretary of Defense (Comptroller)
Cynthia Hufty, Accountant, OUSD-C DFCO Business Integration Office

The Department clearly understands what's in its budget and how much money is appropriated -- but does it understand how much things really cost? This workshop provides an update on DoD's evolving cost management framework, first initiated with the Real Property line of business, and now covering IT, healthcare, and the supply chain. Presenter will demonstrate real applications that will begin to inform future budgets and better support future asset valuation.

Group Live Presentation
NASBA Field of Study: Business Management and Organization
Course Level: Basic
Intended Audience: All levels of Financial Management and those interested in cost management activities
May 31, 1545 - 1700
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

38. Foreign Military Sales - Strengthening Partners and Allies

Mr. Gregory Kausner, Deputy Director, DSCA
Rear Admiral Francis Morley, Director, Navy International Programs Office (IPO)
Ms. Heidi Grant, Deputy Under Secretary of the Air Force, International Affairs, SAF/IA
Ms. Ann Cataldo, Deputy Assistant Secretary of the Army, Defense Export and Cooperation, DASA DE&C

All defense FMers should be aware of the Foreign Military Sales (FMS) program and how it relates to one of the SECDEF's top 3 priorities - "Strengthening Partners and Allies." This panel discussion will provide you information concerning the overall Security Cooperation mission, programs and resourcing tools to include FMS, recent accomplishments, future opportunities, and decision support at the Services level provided by the comptroller career field to both DoD and our national partners.

Group Live Presentation
NASBA Field of Study: Specialized Knowledge and Applications
Course Level: Intermediate
Intended Audience: All levels of financial management, but particularly those dealing with Foreign Military Sales
May 31, 1545 - 1700
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

39. Foreign Military Sales and Security Cooperation Accounting: It's a Team Sport!

Ms. Melissa Jacobs, Director, Security Cooperation Accounting, Defense Finance and Accounting Service
Ms. Candace Sampere, Case Recon and Closure SME, Defense Security Cooperation Agency/DBO/FPA
Mr. Matthew Davis, Supervisor, Country Management Accounting , Security Cooperation Accounting, DFAS

Ever thought about the challenges and opportunities related to accounting and reconciliation of Foreign Military Sales (FMS)? This workshop (related to the workshop on overall Defense Security Cooperation (DSCA) program activities in strengthening our allies and partners) will provide an
overview of DSCA and FMS accounting and finance requirements, processes, and internal controls; recent accomplishments; and current opportunities
regarding the Defense Finance and Accounting Service's (DFAS) support of the DoD security cooperation mission.

Group Live Presentation
NASBA Field of Study: Specialized Knowledge and Applications
Course Level: Intermediate
Intended Audience: All levels of Financial Management
May 31, 1400 - 1515
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

40. Ready for the current fight; Preparing for the future -- Balancing Combatant Command (CCMD) priorities and focus

Mr. Mark Peterson, Chief Financial Officer, US Special Operations Command
RADM Denny Wetherald, Deputy Director for Resources and Acquisition, J-8, Joint Staff
Mr. Robert (Bob) Unger, Director, Resources and Analysis, CENTCOM
Col. Regina T Goff, Comptroller, HQ USPACOM/J84, US Pacific Command

A panel of senior GO / SES Financial Managers from the Joint Staff, U.S. Central Command (USCENTCOM), U.S. Pacific Command (USPACOM) and U.S. Special Operations Command (USSOCOM) provide current insights on their respective Combatant Command (CCMD) - both Geographical and Functional.

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Basic
Intended Audience: All levels of Financial Management, but particularly those working in the Joint environment.
May 31, 1045 - 1200
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

43. Current Issues in DoD Financial Operations--Never a Dull Moment!

Mr. Mark Easton, Deputy Chief Financial Officer, Office of the Under Secretary of Defense (Comptroller)
Mr. Wesley Miller, Deputy Assistant Secretary of the Army for Financial Operations, Office of the Assistant Secretary of the Army (Financial Management and Comptroller)
Ms. Karen Fenstermacher, Deputy Assistant Secretary of the Navy for Financial Operations, Office of the Assistant Secretary of the Navy (Financial Management and Comptroller)
Mr. Thomas Murphy, Deputy Assistant Secretary for Financial Operations, Office of the Assistant Secretary of the Air Force (Financial Management and Comptroller)
Mr. David McDermott, Deputy Director for Operations, Defense Finance and Accounting Services

This senior financial operations leaders panel will give you added insights on how the DoD-wide financial audit -- especially in light of the Secretary of Defense's business reform agenda -- is driving changes in defense financial operations, its resources, and current processes. Learn how today's financial operations reform challenges for streamlining and affordability are influencing DoD's actions. Will audit findings define future reform or will reform imperatives define audit remediation? Do these leaders think we're ready to support our warfighters with "best in class" financial management?

Group Live Presentation
NASBA Field of Study: Accounting (Governmental)
Course Level: Basic
Intended Audience: All DoD Financial Managers--finance, accounting and budget
May 31, 1045 - 1200
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

44. Antideficiency Act (ADA): The 4-4-4 Plan to Avoid Violations

Mr. Phil Davidson, Senior Trainer, Management Concepts, Inc.

This workshop will include discussion on the 12 types of ADA violations and examines which ones are automatic and which ones may be correctable. The four A's include: Appropriation, Apportionment, Allocation, and Allotment. The four May's are: Allowance, Augmentation, Purpose, and Time. Finally, the four Don'ts are: Indemnification, Obligate in advance, Parking of funds, and Voluntary services. This workshop uses real life examples to emphasize legal requirements and how effective funds control can provide the best protection against violations of the ADA.

Group Live Presentation
NASBA Field of Study: Business Law
Course Level: Basic
Intended Audience: FM personnel of all ilk.
June 1, 1545 - 1700
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

45. Responsibilities of Government Officials

Mr. Keith Dunn, Associate Counsel, Office of the Assistant Secretary of the Navy (Financial Management and Comptroller)

An updated workshop with any relevant new information from last year's workshop and will address some of the legal and ethical obligations of government officials with a focus on those issues which may have financial consequences, including unauthorized commitments and the responsibilities of accountable officials.

Group Live Presentation
NASBA Field of Study: Business Law
Course Level: Basic
Intended Audience: All levels of Financial Management
June 1, 1400 - 1515
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

46. United States Code Title 31: A History of Bad Behavior by Executive Branch Agencies

Mr. Keith Dunn, Associate Counsel, Office of the Assistant Secretary of the Navy (Financial Management and Comptroller)

This updated workshop from 2017 will provide an anecdotal discussion of the history of various provisions in United States Code Title 31, Money and Finance, particularly as such provisions have been enacted by Congress in response to actions by the Executive Branch. The speaker will discuss how Congress exercises its Constitutional Power of the Purse. The workshop also may discuss significant current developments in fiscal law, as appropriate.

Group Live Presentation
NASBA Field of Study: Business Law
Course Level: Basic
Intended Audience: All levels of Financial Management
June 1, 0915 - 1030
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

50. You Know How DFAS Supports DoD Appropriated Funds, Now Learn about DFAS Non-Appropriated Fund (NAF) Financial Services Support to DoD

Mr. Gene Kincy, Director, Defense Finance and Accounting Service - Texarkana
Ms. Kayla Harbour, Deputy Director, Defense Finance and Accounting Service, Texarkana, TX
Mr. Paul Burk, Director, G9 Installation Management Command, Installation Management Command, USA

This workshop will provide information about DFAS NAF Financial Services support to the Army and DoD Instrumentalities within their Morale, Welfare and Recreation (MWR) programs. The MWR is a quality-of-life program that supports the warfighter. It includes social, fitness, recreational, and educational activities that enhance community life. It attracts and retains quality soldiers and families. As a service provider, DFAS provides Vendor Pay, Payroll, Disbursing and Accounting services to over 252 customers worldwide. Learn about DFAS NAF Accounting, Accounts Payable and Payroll responsibilities. See how DFAS uses commercial banking to conduct NAF business.

Group Live Presentation
NASBA Field of Study: Accounting
Course Level: Basic
Intended Audience: Financial Managers of NAF operations
May 31, 0915 - 1030
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

51. Military Banking Program Panel

Mr. David McDermott, Deputy Director for Operations, Defense Finance and Accounting Services
Mr. Steven Lepper, President and CEO of the Association of Military Banks America, AMBA
Mr. Tony Hernandez, CEO and President of DCUC, Defense Credit Union Council
Mr. Bill Hawbecker, Director, Department of Defense Banking and Credit Union Programs, DFAS

Together, our three panelists representing the Defense Finance and Accounting Service (DFAS), the Defense Credit Union Council (DCUC), and the Association of Military Banks of America (AMBA), will discuss the DoD Military Banking Program. The banking program exists to provide military communities across the globe access to responsible, regulated financial services, support, and education. Our panelists will discuss DoD policy regarding establishment, logistical support, and operation of financial institutions on DoD installations; how financial institutions support official DoD operations and DoD communities, to include DoD financial education initiatives; issues regarding some financial industry innovations impacting the program; and perspectives regarding sustaining and improving the program for the benefit of all its participants and beneficiaries.

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Basic
Intended Audience: Military Installation Banking Liaison Officers
June 1, 1045 - 1200
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

54. Simplifying and Standardizing DoD Business and IT Environments -- Where Is the Value Proposition?

Mr. Gregory Little, Team Leader, Office of the Under Secretary of Defense (Comptroller)
Mr. Andrew Morgan, Dep Asst Secretary - Financial Information Management, Office of the Assistant Secretary of the Army (Financial Management and Comptroller)
Ms. Tracy Meyer, Director, IT Assessment, Analysis, and Assignment, DFAS

This workshop will share with you the strategy, rationale, and priorities DoD is using to reduce the complexity of its business systems environment. It will build a case for the path forward to a future environment that provides enterprise visibility of financial information, combined with a robust data analytics capability, to add value to future working environments.

Group Live Presentation
NASBA Field of Study: Business Management and Organization
Course Level: Basic
Intended Audience: All levels of financial management
June 1, 1400 - 1515
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

55. IPP to G-Invoicing: Are You in the Know of What's on the Horizon

Mr. Scott Young, Senior Audit Advisor, OUSD (C)
Mr. Keith Jarboe, Government Invoicing - Agency Outreach & Support, Department of Treasury, Bureau of the Fiscal Service

This workshop will discuss the transition from IPP to the new G-Invoicing platform for Intragovernmental Transactions (IGT) and will describe the upcoming schedule of system enhancements and process changes.

Group Live Presentation
NASBA Field of Study: Business Management and Organization
Course Level: Intermediate
Intended Audience: All levels of Financial Management
May 31, 1400 - 1515
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

61. The FY 2018 Audit -- A Year of "Firsts"

Ms. Mobola Kadiri, Director, Financial Improvement and Audit Remediation, Office of the Under Secretary of Defense (Comptroller)
Mr. Wesley Miller, Deputy Assistant Secretary of the Army for Financial Operations, Office of the Assistant Secretary of the Army (Financial Management and Comptroller)
Ms. Ann-Cecile McDermott, Assistant Deputy Commandant, Programs and Resources, USMC
Mr. Thomas Murphy, Deputy Assistant Secretary of the Air Force for Financial Operations, Office of the Assistant Secretary of the Air Force (Financial Management and Comptroller)
Ms. Karen Opie-Toler, Accounting Officer, Defense Logistics Agency

This workshop provides an assessment of the FY 2018 DoD-wide financial statement audit, with emphasis on key changes in policies and processes the audit brings.

Group Live Presentation
NASBA Field of Study: Auditing (Governmental)
Course Level: Intermediate
Intended Audience: All levels of Financial Management
May 31, 0915 - 1030
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

63. The Single Auditor Approach How USACE is Tackling the Military Construction Audit

Mr. William Holtzman, Senior Accountant, US Army Corps of Engineers

This presentation will describe how USACE is tackling the Military Construction funds sub-allotted to USACE from the Army, Air Force and various DoD Agencies. The presentation will describe the concept and the advantages for USACE and others. The successful unmodified audit opinion of the Defense Logistics Agency (DLA) in FY17 and the struggles related to beginning balance sample testing, auditing Funds Balance with Treasury (FBwT) and the unpacking of DDRS to produce stand alone audited financial statements and notes. Lastly the presentation will include the plan for FY18 and the progress to-date.

Group Live Presentation
NASBA Field of Study: Auditing (Governmental)
Course Level: Basic
Intended Audience: All levels of Financial Management
June 1, 0915 - 1030
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

64. Financial Audit Remediation--Getting our money's worth from the experience.

Ms. Mobola Kadiri, Director, Financial Improvement and Audit Remediation, Office of the Under Secretary of Defense (Comptroller)
Mr. Anthony Hullinger, Director, Enterprise Audit Support, Defense Finance and Accounting Service

Now what? How will DoD collect, categorize, and prioritize auditor Notices of Findings and Recommendations (NFRs)? This presentation focuses on remediating audit critical capabilities and describes the framework DoD will use to prioritize, assign accountability, and track remediation progress on related NFRs.

Group Live Presentation
NASBA Field of Study: Auditing (Governmental)
Course Level: Basic
Intended Audience: All - those within and oustide the FM community that initiate actions that drive a financial transaction
May 31, 1545 - 1700
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

65. After Downgrading the Property Material Weakness, What are Key USCG Property Lessons Learned and Remaining Issues?

CDR Matthew Manofsky, Chief, Audit Remediation Division, Office of Financial Policy, Reporting, and Property, USCG

From beginning balances to supporting asset valuation through disposal, there are key organizational attributes, system attributes, and workflow processes that the U.S. Coast Guard had to struggle through to achieve a clean audit opinion and downgrade the material weakness in property to a significant deficiency. After stabilizing property and financial reporting processes, this presentation will review the last nine years and discuss what worked and what did not.
A clean audit opinion was just the beginning. U.S. Coast Guard is still struggling through some property issues as we strive to remove the significant deficiency on the internal controls opinion. This presentation will discuss what's to come and the steps to take now to make the journey easier along the way.

Group Live Presentation
NASBA Field of Study: Accounting (Governmental)
Course Level: Basic
Intended Audience: All levels of property accountants
June 1, 1045 - 1200
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

72. Tackling Complex Audit Focus Areas Using Analytical Tools -- UDO Management, Capital Asset Management, and Expenses

CAPT Carl Messalle, Deputy Comptroller, USCG
CDR Khristopher Johns, Chief, Funds Control Division, Office of Resource Management, USCG

Over the last decade, the U.S. Coast Guard has executed a tremendous amount of remediation efforts that targeted all areas of the financial statements. As part of remediation and ongoing sustainment efforts, the U.S. Coast Guard has successfully tackled several complex areas of audit focus that contain large data populations and involve numerous stakeholders using analytical tools that will be discussed in this presentation. This presentation will cover Undelivered Orders (UDOs), Capital Asset Management, and Expenses, all focus areas where U.S. Coast Guard has developed robust processes to ensure those large line items are supportable.

Group Live Presentation
NASBA Field of Study: Auditing
Course Level: Basic
Intended Audience: Accounting, Financial Reporting and Audit Remediation
May 31, 1400 - 1515
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

73. Successful Process Improvement Programs

Mr. Rick Oliver, Master Black Belt, CALIBRE
Mr. Eric Eichhorn, ASA (FM&C) Process Improvement Deputy Deployment Director, Office of the Assistant Secretary of the Army, FM&C

Successful process improvement programs result in significant operational and financial benefits. Operational benefits include improving an organization's mission performance, effectiveness, and efficiency. Financial benefits impact an organization's bottom line and generate financial returns, such as cost savings and revenue generation.
This workshop will cover key factors that make any Lean Six Sigma (LSS) program produce significant results. Discussion topics include project portfolio management and how to identify, select, and strategically align projects for success. Come to this workshop to learn the factors of LSS success!

Group Live Presentation
NASBA Field of Study: Business Management and Organization
Course Level: Basic
Intended Audience: All levels of Financial Management, but particularly those supervising and dealing with non-FM customers.
May 31, 0915 - 1030
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

74. Examining Financial Reporting Process for Effective Internal Control Test Work

CDR Michael Danish, Deputy Chief, Office of Internal Control, US Coast Guard
Mr. Mitchell Schoenberg, Chief, Office of Internal Control, US Coast Guard

As the only Federal Agency required to attain both a clean financial statement and internal control audit opinion, the Department of Homeland Security and the U.S. Coast Guard have built out a robust process for regularly evaluating the performance of processes that are key to reliable financial reporting. This presentation will cover the elements of the internal control test work program, and specifically focus on key attributes of successful processes. The discussion will include documentation requirements, management review controls, and information produced by the entity.

Group Live Presentation
NASBA Field of Study: Accounting (Governmental)
Course Level: Basic
Intended Audience: All levels of Financial Managers, but particularly those that are desigining or improving financial processes for Audit complaince
May 31, 0915 - 1030
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

75. Robotic Process Automation is HERE: Transforming Finance in the Digital Age

Mr. Chris Huff, Senior Manager, Deloitte
Ms. Tina Pinkard, Deputy CFE, NGA
Mr. Andrew Morgan, Deputy Assistant Secretary - Financial Information Management [DASA-FIM], ASA-FM&C
Mr. Chris Barnhurst, Acting Chief Financial Officer/Comptroller, DISA
Ms. Barbara Crawford, Chief of Accounting Operations and Compliance Division, DISA

Hear testimonials and watch Robotic Process Automation (RPA) 'bots' as they perform their duties as the newest Financial Management Digital Employee. Learn how organizations are improving workforce and individual productivity by investing in RPA and creating a collaborative environment where physical and digital employees work alongside each other. We will discuss the various levels and types of investments being made today across the DoD and discuss the results. This session will explore the application of robotics in government finance operations and how it is transforming finance operations. Join us for a lively discussion and view of the future of our world.

Group Live Presentation
NASBA Field of Study: Business Management and Organization
Course Level: Basic
Intended Audience: All levels of Financial Management who strive to innovate
May 31, 1400 - 1515
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

76. Data Analytics and the Future of Your World: Finance Operations Reimagined

Mr. Bard Woltman, Managing Director , Deloitte Consulting
Ms. Jane Rathbun, Deputy Director, Defense Business Systems, OUSD(AT&L), DASD C3CB , Office of the Under Secretary of Defense, Acquisition, Technology and Logistics
Major General Kimberly Crider, Mobilization Assistant to the Under Secretary of the Air Force
Vishal Kapur, Partner, Deloitte Consulting

Are you wondering how to grow your capability for data analytics? Will the move to the cloud help? Can the systems you use everyday support data analytics? How can you get ready for transition to the cloud and how can you leverage it in your job? Join us for a lively discussion on the Department's approach to data analytics and cloud transition, including success stories of improved finance operations and not-so-successful lessons learned. This session will help you, the functional experts, imagine the possibilities of future finance operations.

Group Live Presentation
NASBA Field of Study: Specialized Knowledge and Applications
Course Level: Basic
Intended Audience: Everyone in DoD who may have applications living in the cloud.
June 1, 0915 - 1030
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

77. DoD Agency Reform Plan Activities: Improving Efficiency, Effectiveness, and Accountability

Ms. Cheryl Cotton, Former DoN SES, Lynch Consultants
Honorable Chip Fulghum, Deputy Under Secretary for Management, Department of Homeland Security
Ms. Caral Spangler, Deputy Assistant Commandant for Programs and Resources, Fiscal Director, USMC
Mr. Michael Stewart, Director of Business Operations, Deputy Under Secretary of the Navy (Management)

Defense Reform is one of the key Secretary of Defense goals and focus areas. The Administration is increasing funding to further enhance DoD's lethality and its ability to meet ever changing challenges to our national security. However, it is also requiring the Department to examine and implement means through which it will become more efficient and cost effective, thus "self-funding" some requirements through the savings generated. Workshop panelists will discuss agency reform initiatives, including specific areas of reform, efficiencies gained or planned, and how savings are tracked and realigned.

Group Live Presentation
NASBA Field of Study: Business Management and Organization
Course Level: Intermediate
Intended Audience: Financial Managers interested in strategic focus areas
June 1, 0915 - 1030
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

78. Auditor's General - Current Issues

Mr. Alvin Tucker, Consultant, DJ Business Solutions
Mr. Doug Bennett, Air Force Auditor General, USAF
Ms. Donjette L. Gilmore, Navy Acting Auditor General, Department of the Navy (DoN)
Ms. Anne Richards, The Auditor General for the U.S.Army Audit Agency , USA

The Auditors General of the Military Departments will discuss current issues that impact their current and future plans for operational and compliance audits. Participants will also learn what types of audits have the highest interest for Departmental managers, as well as for external groups such as the DoD Inspector General, the General Accountability Office (GAO), and Congress. Additionally, The Auditors General will explain the things that most shape or affect their workforce in the present fiscal environment.

Group Live Presentation
NASBA Field of Study: Auditing (Governmental)
Course Level: Intermediate
Intended Audience: DoD auditors and officials who deal regularly with Defense audit reports.
May 31, 0915 - 1030
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

80. Fund Balance with Treasury: New and Improved!!

Brandon Marrow, PWC
Mr. Joshua Mosier, Audit Program Manager, Financial Audit and Compliance (FAC) US Army Financial Management Command
Ms. Monica Hutton, Director of Accounts Maintenance and Control (AM&C) for Army and Air Force, Defense Finance and Accounting Services (DFAS)

The Fund Balance with Treasury (FBwT) process is an essential part of efforts to produce Defense Department financial statements -- and an effective and efficient process is critical to ensuring full auditability of those statements. Come hear how the Army and DFAS have worked together to improve the Army FBwT process, including innovative measures which other departments and agencies could leverage to improve their own processes.

Group Live Presentation
NASBA Field of Study: Accounting (Governmental)
Course Level: Intermediate
Intended Audience: (TBA)
May 31, 1545 - 1700
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

81. Risk: It's More than Modeling Uncertainty

Dr. Robert Bickel, Technical Director, Air Force Financial Management Center of Expertise

We've all heard about the importance of including a risk assessment in our financial estimates. However, risk is more than adjusting
the numbers and should be an integral part of the decision making process. This presentation will discuss how many risks are not financially based, how to include non-financial risk in an overall analysis, and how to make risk relevant to the final recommendation/decision.

Group Live Presentation
NASBA Field of Study: Specialized Knowledge and Applications
Course Level: Basic
Intended Audience: All levels, personnel involved in organizational decision making
June 1, 1545 - 1700
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

82. Faster, Cheaper and Better Quality. Is it Real?

Mr. Brian Schultz, Professor of Program Management, Defense Acquisition University

With an emphasis on affordability, estimating, and budget implications, this workshop will address new approaches in acquisition that offer opportunities to accelerate cycle times while reducing investment cost and sustainment costs. DoD acquisition is exploring methods to leverage more commercial techniques in areas such as software, information technology, and cyber security. Traditional approached to systems acquisition are not always appropriate or optimized for some of these acquisitions which can assist in fielding greater capability to DoD with better outcomes. Topics addressed: 1) Traditional acquisition development approach 2) Other Transaction Authority 3) New software development and fielding approaches 4) Dev/Ops Approach 5) Financial management implications 6) Future planning and PPBE actions.

Group Live Presentation
NASBA Field of Study: Business Management and Organization
Course Level: Intermediate
Intended Audience: All levels of financial management, especially those involved with acquisition
June 1, 1400 - 1515
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

83. The path to Auditability: Implementing the New FASAB Accounting Standards on PP&E

Ms. Eveka Rodriguez, Audit Partner, Grant Thornton, LLP
Ms. Jacklyn Napier, Deputy Director Financial Management Operations (FMO), Navy
Mr. John Short, Partner, E&Y
Mr. William Roberts, Director, Accountability and Audit Readiness, OASA (FM&C)
Ms. Susannah Kiehl, Managing Director, KPMG
Mr. Fred Carr, Associate Deputy Assistant Secretary of Financial Operations for the Air Force, SAF/FMF

Workshop will provide an understanding of SFFAS 48, Opening Balances for Inventory, Operating Materials and Supplies, and Stockpile and SFFAS 50, Establishing Open Balances for General Property, Plant and Equipment and discuss tips for successful implementation. It will explore experiences in implementing the standards including the pitfalls and best practices for success.

Group Live Presentation
NASBA Field of Study: Auditing (Governmental)
Course Level: Intermediate
Intended Audience: All levels of Financial Management, but particularly those executing and supervising the management and reporting of property.
May 31, 1045 - 1200
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

84. Establishing a Worthwhile Internal Audit Function for Property

Mr. Bobby Hart, Senior Manager, E&Y
Mr. John McLain, Partner GPS Risk Leader, E&Y
Mr. John Hartke, Special Assistant to Comptroller, Naval Sea Systems Command , Naval Sea Systems Command, USN
CDR Matthew Manofsky, Chief, Audit Remediation Division, Office of Financial Policy, Reporting, and Property, USCG
Mr. Brian Sykes, Staff Accountant, Office of the Deputy Chief Financial Officer (ODCFO)

Creating a thoughtful internal audit function around General Property, Plant, and Equipment (GPP&E) can jump start and breath life into an agencies audit remediation activities. This workshop will provide guidance on how to establish and maintain the internal audit function so an agency can create actual internal findings instead of perpetual testing and omnipresent status reporting. This thoughtful feedback loop will simultaneously generate actionable tasking, train financial and operational personnel, and provide itemized tasking that will move an agency in a positive direction towards obtaining a clean opinion.

Group Live Presentation
NASBA Field of Study: Auditing (Governmental)
Course Level: Basic
Intended Audience: All levels of Financial Management, but particularly those supervising and dealing with non-FM customers.
May 31, 1400 - 1515
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

85. FISCAM and its role within the Risk Management Framework (RMF): Lessons learned from Navy's Financial Management (FM) Overlay process

Mr. Anser Chaudhary, Managing Director, KPMG
Ms. Amira Tann, Director, IT Analysis & Internal Controls, Office of the Department of the Navy Chief Information Officer
Mr. James Davila, Staff Accountant, FIAR Directorate, Office of the Deputy Chief Financial Officer, Office of the Under Secretary of Defense (Comptroller)
Mr. David Dalenberg, Director, Financial Systems, ASN for Financial Management and Comptroller, Financial Policy and Systems

Effective system controls are vital for an organization to meet auditability requirements. With an increased spotlight on system controls, the Navy has developed and deployed a process to implement and test FISCAM controls as part of a system's certification and accreditation process, known as Financial Management (FM) Overlay. The intent is for the DON financially relevant System Owners to utilize the FM Overlay in conjunction with the RMF process to standardize practices across the Navy, set the standards for effective IT control activities for the DON financially relevant systems, and provide the overall framework for designing, implementing, and operating effective financially relevant systems. The FM Overlay provides supplemental financial statement audit-based control guidance as identified in NIST SP 800-53 Rev.4 and FISCAM. This session will provide an introduction to Navy's FM Overlay process and discuss the lessons learned from the perspectives of the DON CIO, NAVY FMP and a System Validator over the past 2 years.

Group Live Presentation
NASBA Field of Study: Auditing (Governmental)
Course Level: Basic
Intended Audience: All levels of Financial Management and IT Controls
May 31, 1545 - 1700
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

86. A Discussion of Deemed Cost Standards and Implementation Guides and Their Impact on Federal Agencies

Mr. Bobby Hart, Senior Manager, E&Y
Ms. Wendy Payne, Executive Director , Federal Accounting Standards Advisory Board (FASAB)

Deemed Cost was adopted from FASB principles to provide federal entitles an ability to get values into their financial statements based on additional alternate valuation methods. This workshop will discuss the changes related to Deemed Cost post the original issuance, including FASAB Task Forces, Implementation Guides, and a discussion on how certain federal entities are doing on implementing Deemed Cost.

Group Live Presentation
NASBA Field of Study: Auditing (Governmental)
Course Level: Intermediate
Intended Audience: All levels of Financial and Property Management
May 31, 0915 - 1030
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

88. DoD Audits - The Auditors Perspective

Mr. John Short, Partner GPS Assurance Leader, E&Y
Mr. Jeff Green, Partner â€“ USMC Financial Statement Audit, Kearney & Company
Ms. Nancy Phillips, Partner â€“ ARMY Financial Statement Audit, KPMG
Mr. Edward Blair, DoD OIG Program Director for the Oversight of the Navy and USMC FS audits, DOD OIG-Audit/Financial Management and Reporting

Moderated by the Office of the Inspector General, Partners from E&Y, KPMG, and Kearney & Co will present their insight on the challenges faced conducting these complex audits. Topics will include lessons learned, insights gained, and transiting to full scope audits.

Back to Section Heading ↑
Back to Top ↑

89. Auditor at the Gates: Insights to Help Translate Your Audit Readiness Progress into Audit Results

Mr. Joseph Zajac, Senior Manager, KPMG
Mr. William Roberts, Director, Audit Readiness, Assistant Secretary of the Army (ASA) Financial Management & Comptroller (FM&C)
Mr. Greg Schmalfeldt, SES, DFAS
Mr. Edward Gardiner, SES, Assistant Deputy Commandant, Programs and Resources, Headquarters, U.S. Marine Corps

DoD agencies often encounter surprises when the auditor comes knockin'. This course will share pitfalls and success stories, from both the auditor and auditee perspective. Panel members from DoD Services and entities in various stages of audit readiness, will share surprises they faced and how, or if, they overcame them. Panelists will share best practices for auditor communications, and discuss various technical issues such as controls over manual journal entries, stale obligations, fund balance with Treasury, and property, plant & equipment. Lastly, panelists will offer "game changers" that will go a long way toward translating your audit readiness efforts to audit results. As a follow-up to 2017's Peeling the DoD Audit Onion, this session will include plenty of time for Q&A.

Group Live Presentation
NASBA Field of Study: Auditing (Governmental)
Course Level: Basic
Intended Audience: All levels, particularly individuls involved in audit readiness or that have audit-related responsibilities
May 31, 1545 - 1700
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

90. Cost Management Organizations

Mr. Mark Novelli, Senior Manager, Sehlke Consulting
Pamela Schwenke, USAF, Deputy Assistant Secretary (Cost & Economics)
Ed Fienga, Director, Air Force and National Security Programs, Sehlke Consulting

This workshop will discuss creating a cost management organization and cost culture associated with cost effectiveness and efficiency. We would explain how CMOs help integrate cost management into the PPB&E process. This class will outline the Army's progress in implementing a CMO strategy across their agency. Overall, this is a change management effort, which requires inputs of people, processes, and technology to implement an effective and sustainable program.

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Basic
Intended Audience: All levels of Financial Management
June 1, 1400 - 1515
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

91. Fact Based Decision Making

Dr. Robert Bickel, Technical Director, Air Force Financial Management Center of Expertise

This session will discuss the need to ground any decision support analysis in facts. While many of us are fluent in processing DATA, not all data is created equal. The need for unbiased facts, how to determine if the correct level of detail is being included, and how different sets of facts can change the recommended outcome will be discussed. Included will be multiple examples of the correct and incorrect use of data and how to differentiate between facts and data.

Group Live Presentation
NASBA Field of Study: Business Management and Organization
Course Level: Basic
Intended Audience: All levels of Financial Management
June 1, 1045 - 1200
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

92. Cost Benefit Analysis

Ms. Debbie Hahn, Professor of Financial Management, Defense Acquisition University

This workshop will provide a basic overview of Cost Benefit Analysis, what it is and how it is used followed by a discussion of several techniques used in CBA; Present Value, Payback Period, etc., and concluding with a discussion of the benefits of developing a CBA environment in your organization.

Group Live Presentation
NASBA Field of Study: Specialized Knowledge and Applications
Course Level: Basic
Intended Audience: All Levels
June 1, 1045 - 1200
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

93. My Evidence is Better than Yours: Adding Credibility to Decision Support

Mr. Rick Diggs, Director of Curriculum , Defense Financial Management and Comptroller School

Ever wonder why your arguments seem to fall on deaf ears? Perhaps it has something to do with your supporting evidence (or lack thereof). NOT all evidence is created equal. Get ready for an interactive session that will advance your understanding of what makes a credible argument and better influences opinions/beliefs. Combining critical thinking techniques with research proven evidentiary elements, this session will highlight principles for identifying and using evidence to support a position.

Group Live Presentation
NASBA Field of Study: Business Management and Organization
Course Level: Basic
Intended Audience: All levels of FM who are or should be involved in ADVISING decision makers.
May 31, 1045 - 1200
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

94. Perfectly Off-Center: When Our Decisions Defy Economics

Lt Col David Ratliff, Chief, Financial Management & Strategic Environment, Defense Financial Management & Comptroller School

Join us for a fun and interactive exploration of several prevalent biases which probably affect your decision making. We will identify, describe, and evaluate the implications of economically inconsistent or inefficient decisions many of us fall victim to, and provide some remedies and tools to assist in your critical thinking processes.

Group Live Presentation
NASBA Field of Study: Economics
Course Level: Basic
Intended Audience: All levels of Financial Management
June 1, 1545 - 1700
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

95. Improved Efficiency Through Better Costing

Ms. Tabatha Turman, CEO, IFAS-LLC
Mr. Michael Sackos, Director, Budget Execution and Planning Office, Office of Information and Technology, Department of Veterans Affairs

Description: Today, professionals in both federal and civilian sectors need more help than ever in improving mission performance while keeping costs down. Cost Estimating is a technique to estimate all costs associated with performing an enterprise change project or product development activity. Panelists will share how cost accounting and cost estimating practices and tools are used within their agencies to better understand factors that drive costs and actions that they have taken to achieve efficiencies in reaching mission milestones. Learning Objective: Show how agencies are using cost estimating techniques to better understand costs and cost drivers, enabling them to make smarter decisions about how to efficiently achieve mission objectives. Key Takeaway: Armed with a better understanding of costs, organizations can make better decisions to more efficiently achieve mission objectives.

Group Live Presentation
NASBA Field of Study: Business Management and Organization
Course Level: Intermediate
Intended Audience: Cost Estimators and Financial Managers at all Levels
May 31, 1545 - 1700
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

96. Leveraging Data Analytics: Turning Data Into Information To Inform Decision Making

Mr. Andreas Lucido, Senior Manager, Grant Thornton LLP
LTC Mike Zell, Comptroller, Army Office of the Chief of Chaplains
Mr. Paul Seckar, Principal, Grant Thornton LLC

As data analytics become more commonplace in government, agencies can leverage analytics tools to make better decisions and improve the effectiveness and efficiency of their programs. This session will explore how analytics can be used to enhance decision-making. Topics will include: risk-based decision making, such as scoring transactions, third party vendors, benefit applicants, etc. based on risk indicators to more efficiently target high-risk areas for additional monitoring or oversight; assessing internal controls and the control environment; budget and financial management and manpower distribution planning to tie resources to outcomes and enable improved Warfighter Readiness; using data analytics for PPBE, cost accounting, manpower and force structure analysis.

Group Live Presentation
NASBA Field of Study: Specialized Knowledge and Applications
Course Level: Basic
Intended Audience: All levels of Financial Management
June 1, 0915 - 1030
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

97. Exploring Your DATA Act Data for Fraud, Waste, and Abuse

Ms. Nichole Gable, Moderator, Kearney & Company
Mr. Bruce Miller, Program Director, Forensic Audits and Applied Technology, U.S. Army Audit Agency
Mr. Justin Marsico, Senior Policy Analyst, U.S. Department of the Treasury, Fiscal Service
Mr. Mitchell Mertz, Data Analytics Manager, United States Postal Service, Office of Inspection General

The DATA Act standardizes and consolidates federal spending dataâ€“ financial data, award data, and all related information â€“ which had previously been difficult to identify and access across the federal government. This data set now provides an opportunity to perform analysis across the entire federal government to explore risk and identify potential Fraud, Waste, and Abuse. This session summarizes the steps recommended for agencies to perform analytics and includes a discussion of potential use cases of the standardized data sets.

Group Live Presentation
NASBA Field of Study: Statistics
Course Level: Basic
Intended Audience: All levels of Financial Management and Audit, especially those interested in integrating data analytics into their programs
June 1, 1545 - 1700
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

98. Modern Techniques in Data Analytics

Mr. Ross Hosse, Senior Financial Management Analyst, Engility Corporation
Mr. Russell Zimmermann, Senior Engineer, Engility Corporation
Josie Fleet, Management Analyst, Budget Justification Group, Assistant Director of National Intelligence, Chief Financial Officer (ADNI/CFO)

What opportunities do you forego because your analytic techniques and processes do not scale? Does your team include the expertise to modernize your analytic processes? Come and investigate the discipline of data analytics and its practical application for solving organizational missions and objectives. Learn about discovering, processing, analyzing, and visualizing data with machine learning and predictive analytics techniques. See outcomes and results of the use of Python programming language to squeeze information out of big data sources, much like the Python squeezes its prey. Experience in data analytics is not required for this workshop.

Group Live Presentation
NASBA Field of Study: Specialized Knowledge and Applications
Course Level: Basic
Intended Audience: All levels of financial management, but particularly those involved in data analytics and visualization.
June 1, 1400 - 1515
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

99. Visualize your data. How the Air Force is leveraging Enterprise Analytics Dashboards to manage their $100 billion acquisition portfolio.

Mr. John Cole, Chief Technology Officer, Integrated Data Services, Inc.
Mr. Rob Lymangrover, Director, Air Force Lifecycle Management Center (AFLCMC) Financial Analysis, AFLCMC

Are you still spending more time creating and maintaining spreadsheets and developing PowerPoint charts than actually analyzing your data? Learn how the Air Force is leveraging Qlik's Enterprise Analytics Dashboards to visualize and analyze their acquisition enterprise's financial and program management performance. This workshop provides current examples of Business Intelligence dashboards in use today that integrate data from several different systems, including contracting, financial management/accounting, and program management systems. It will also discuss outcomes and results. These Enterprise Analytics Dashboards are maximizing resource management effectiveness and improving decision support.

Group Live Presentation
NASBA Field of Study: Business Management and Organization
Course Level: Intermediate
Intended Audience: All levels of budget analysis and financial management.
May 31, 0915 - 1030
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

100. Using Big Data and Data Science to Improve Processes for Auditability

Mr. Graham Evans, Chief Technologist, BAH
Mr. John Carl, Principal/Director, Booz Allen Hamilton
Mr. Greg Little, Lead, Business Integration Office, OSD Comptroller
Mr. Darren Long, Audit Manager, DFAS - Internal Review

This workshop will discuss how using data science methods, especially when combined with big data technologies, can help organizations gain new insights into auditability process performance and data issues. Data Science methods are especially useful in uncovering formerly hidden issues now accessible with big data capabilities to handle large volumes of unstructured data or data from multiple disparate sources. Topics will include specific applications of data science methods for improving auditability and lessons learned from the on-going audits about the effects of the Universes of Transactions big data platforms on process improvement for audit activities.

Group Live Presentation
NASBA Field of Study: Statistics
Course Level: Intermediate
Intended Audience: All levels of Financial Management interested in learning how to apply
May 31, 1545 - 1700
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

101. Enterprise Risk Management / Internal Controls

Mr. James McKay, Principal and SME Grants Management LOB, Kforce Government
Dr. Mathew Hawkins, CFO, National Science Foundation
Mr. Mark Rose, Director of Financial Operations/Comptroller, USCG

This session will cover risk management in terms of identifying, mitigating, and monitoring risk as a strategy. It will include information from from both the Uniform Guidance and the FAR to give a foundation to the basis of law in acquisitions and grants. Each panel member will prepare a short case study to address one of these areas. The terminal (TO) and enabling (EO) learning objectives for this session are as follows: 1) (TO) Given large civilian and military construction missions, this workshop will, using case studies and expert elicitation, enable participants to identify strategies and methods for identifying risk, developing mitigation strategies, and monitoring implementation to ensure successful outcomes. (EO) Given a defined government-funded construction project, participants will be able to identify risks inherent in a large construction project. (EO) Given case study scenarios describing typical risks, participants will be able to discuss factors for consideration in developing and implementing successful mitigation. (EO) Given a risk mitigation plan, participants will be able to describe the benefits of monitoring performance as a risk mitigation strategy.

Group Live Presentation
NASBA Field of Study: Specialized Knowledge and Applications
Course Level: Basic
Intended Audience: All levels of financial and business management, particularly those charged with managing and supporting large federally funded construction projects
May 31, 1045 - 1200
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

102. Earned Value and the Acquisition Program

Mr. Robert (Bob) Gustavus, Professor, Financial Management, Defense Acquisition University

This workshop presents basic earned value terms and concept, and how EV can and should be used to support acquisition programs. It'll answer fundamental questions like, What am I looking at and what does it mean to me as the budget analyst and my program?

Group Live Presentation
NASBA Field of Study: Specialized Knowledge and Applications
Course Level: Intermediate
Intended Audience: Business Financial Managers and Advisors
May 31, 1545 - 1700
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

103. Enterprise Risk Management: Driving Greater Value through Integration with Strategy, Budget and Performance

Mr. Todd Grams, Managing Director, Deloitte
Mr. Curt Masiello, Director, Planning, Performance and Assessment , Office of the Chief Management Officer, OSD
Mr. John Basso, Deputy Assistant Secretary , Department of Veteran's Affairs

Enterprise risk management provides a discipline for focusing on results, linking budget execution to the achievement of strategy. This session will explore lessons learned across the Federal Government of improved risk management and the benefits to the Agency. Join us for insights from DOD and VA on the underlying principles and intent of Enterprise Risk Management and lessons on the ground of the Agency-wide benefits of an effective ERM program.

Group Live Presentation
NASBA Field of Study: Specialized Knowledge and Applications
Course Level: Intermediate
Intended Audience: All levels of Financial Management.
May 31, 1045 - 1200
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

104. The Secret to a Clean Opinion? Strong Internal Controls!

Mr. Fola Ojumu, Moderator, Kearney & Company
Mr. Jeff Bobich, Director of Financial Management, Department of Homeland Security
Ms. Rebecca Beck, DFAS, Chief Financial Officer, DFAS
Ms. Mobola Kadiri, Director, Financial Improvement and Audit Remediation, Office of the Under Secretary of Defense (Comptroller)

This workshop shows the audience directly and clearly how we are working to strengthen internal controls to achieve the goal of obtaining clean opinions on audits of financial statements. Implementing strong internal controls will impress your financial statement auditors, avoid notices of findings and recommendations (NFRs), and help DoD military departments ultimately achieve a Clean Opinion! Three financial management leaders will discuss the approach their department took from cradle to grave in implementing the new federal internal control requirements, the challenges they face and the immediate benefits of working to achieve a clean financial statement audit opinion. Discussion will include: 1) Clean Opinion Requirements, 2) How Strong Internal Controls helps meet the Clean Opinion Requirements, 3) Immediate challenges and quick wins.

Group Live Presentation
NASBA Field of Study: Auditing
Course Level: Basic
Intended Audience: All levels of Financial Management
June 1, 1045 - 1200
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

105. Enterprise Risk Management - yes it works!

Mr. Jon Rymer, Director. Former DoD IG, Lynch Consultants
Mr. Craig Bennett, Deputy Assistant Commandant for Resources and Deputy Chief Financial Officer, USCG
Mr. Edward Gardiner, Assistant Deputy Commandant Resources, Programs and Resources, HQ, USMC, USMC

This workshop will review the successes and challenges of Agency ERM programs. Agencies are approaching ERM to minimize risk and improve operational effectiveness. The workshop objectives are to present 1) enterprise issues that drive the organization of the ERM program, 2) challenges faced to date, and 3) program successes.

Group Live Presentation
NASBA Field of Study: Specialized Knowledge and Applications
Course Level: Intermediate
Intended Audience: All levels of financial management particularly those working in the field of Internal Controls
June 1, 1545 - 1700
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

106. DCAA-DCMA-DFAS Roles in Contract Close-out - It's a Team Effort

Ms. Anita Bales, Defense Contract Audit Agency
Stacy Strickland, Director, Contract Policy, Defense Contract Management Agency
Ms. Pam Franceschi, Site Director, Defense Finance and Accounting Service--Columbus

This session will provide an overview of the contract closeout process and the roles the three key Defense Agencies play in the process. The workshop will include actions being taken to reduce the amount of overage contracts - a significant DoD priority. Untimely closeout of contracts results in risk to the Department related to unliquidated obligations, expiring and canceling funds.

Group Live Presentation
NASBA Field of Study: Accounting (Governmental)
Course Level: Intermediate
Intended Audience: (TBA)
May 31, 1045 - 1200
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

107. Wanna Pass an Audit? Develop Your People!

Mr. Dave Weinberg, Senior Partner, Kearney & Company
Honorable Chip Fulghum, Deputy Under Secretary for Management, Department of Homeland Security
Ms. Glenda Scheiner, Director, Human Capital & Resource Management, Department of Defense OUSD(C)
Ms. Shar Kaina, Assistant Chief of Staff, G8, United States Army Pacific (USARPAC)

This workshop highlights the symbiotic relationship between professional development and meeting the requirements outlined in for Standard Internal Control in the Federal Government (known as the "Green Book"), the source document for all Internal Control audits. A panel of Financial Management leaders will discuss the importance and their approach in demonstrating a commitment to competency, a guiding principle in the Green Book and a key element in passing an internal control audit. This discussion will include: 1) Expectations of Competence.
2) Recruitment, Development, and Retention of FM professionals.
3) Succession Contingency Plans and Preparation.

Group Live Presentation
NASBA Field of Study: Personal Development
Course Level: Basic
Intended Audience: All Levels of FM, but particularly those in supervisory position
May 31, 1400 - 1515
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

108. DoD FM Workforce Update

Ms. Glenda Scheiner, Director, Human Capital and Resource Management, Office of the Under Secretary of Defense (Comptroller)
Dr. Pamela Clay, Senior Financial Management Workforce Analyst, Directorate of Human Capital and Resource Management, Office of the Under Secretary of Defense (Comptroller)

In an age of decreasing budgets and multiplying challenges, the DoD FM Leadership looks to recruit, retain, and develop a highly talented and capable workforce by providing the foundation, framework, and functional training needed for mission success. From competencies to career roadmaps to certification, this workshop will explore the various strategies and initiatives the DoD FM Leadership has developed to help employees, mentors, and supervisors achieve success, both professionally and in executing the DoD mission.

Group Live Presentation
NASBA Field of Study: Personal Development
Course Level: Basic
Intended Audience: All levels of Financial Management.
May 31, 0915 - 1030
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

109. Unlock Your Potential: Charting a Successful DoD FM Career

Ms. Glenda Scheiner, Director, Human Capital and Resource Management, Office of the Under Secretary of Defense (Comptroller)

Want to be successful in your DoD FM career, but not sure of the right next steps? This session will provide information on the FM civilian career roadmaps, the new automated Individual Development Plan, various leadership programs and provide tips on helping you be successful in your career.

Group Live Presentation
NASBA Field of Study: Personnel/HR
Course Level: Basic
Intended Audience: All levels of Financial Management
May 31, 1045 - 1200
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

110. Continuing Education and Training (CETs) on a Shoestring Budget

Ms. Tracy Gifford, Senior Financial Analyst, Office of the Under Secretary of Defense (Comptroller)

Have a small or non-existent training budget? Come over and learn about all your options, including how to access NO COST CETs!! This workshop will review FM Certification CET policy updates, defining what counts and what doesn't count for CETs, and how to best manage CET requirements from both a user's and supervisor's viewpoint. From an organization's view of the CET requirements, this workshop will discuss how to support both users and supervisors without breaking the organization's training budget. There will also be tips and resources on managing CETs to show that it doesn't have to be that complicated.

Group Live Presentation
NASBA Field of Study: Personal Development
Course Level: Basic
Intended Audience: All levels of Financial Management
May 31, 1045 - 1200
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

111. A-123: The Key to Enduring Audit Readiness

Mr. Richard McCarthy, Director, PricewaterhouseCoopers Public Sector LLP
Mr. Bill Hughes, Partner, PWC, LLP
Mr. Fred Carr, Associate Deputy Assistant Secretary of Financial Operations for the Air Force, SAF/FMF
Mr. William Fava, Managing Director, PricewaterhouseCoopers Public Sector LLP
Mr. Mike Mason, MICP Program Administrator and A-123 Lead, USAF SAF/FMFAS

As the Air Force enterprise confronts the new normal of being under audit by an external auditor, the focus of SAF/FMF and the Air Force has shifted from getting into an audit posture to focusing on how to achieve and sustain a clean audit opinion. The Air Force realized early in the FIAR process that the Managers' Internal Control Program as designed did not meet the intent of OMB Circular A-123 and FMFIA. As a result, the Air Force designed a scalable A-123 program to achieve quick wins while demonstrating progress towards long term compliance with A-123.

Attendees will learn:
- What has worked (and what has not worked) in developing the AF's A-123 program.
- The importance of integrating A-123 requirements into existing programs.
- How the AF has moved from a bottom up program to provide inputs to the SoA to a top down approach driven by an AF A-123 governance structure.

Group Live Presentation
NASBA Field of Study: Accounting (Governmental)
Course Level: Intermediate
Intended Audience: Financial and non-financial managers responsible for implementing and monitoring an internal controls program
June 1, 1545 - 1700
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

112. Your Financial ERP is the Springboard for Enterprise Reform

Ms. Deb Del Mar, Managing Partner, Vanguard Advisors, LLC
Mr. Andrew Morgan, Deputy Assistant Secretary - Financial Information Management [DASA-FIM], ASA-FM&C
Mr. Greg Little, Team Lead, Office of the DCFO, Business Integration Office [BIO]

For essential mission reform and auditability, the DoD must leapfrog to a simplified target FM environment that is information driven, standards-based, technology-enabled, secure and affordable, with the ultimate goal of repurposing scarce funds and talent for the national security mission. To drive these outcomes, the OUSD(C) approved the FY2017-2021 DoD FM Functional Strategy focused on partnering with the Military Services and DoD Components, to rapidly attain an audit ready, affordable and secure target environment. This workshop discusses how the Army's application of the operating tenets and principals of the DoD FM Functional Strategy is accelerating its target environment to include fully leveraging its FM ERPs, reducing Legacy Systems @ 30%, and engaging with DFAS and other shared services providers to streamline operations and dramatically reduce costs.

Group Live Presentation
NASBA Field of Study: Business Management and Organization
Course Level: Intermediate
Intended Audience: Leaders making decisions on ERP resourcing priorities
May 31, 0915 - 1030
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

113. Value & Benefits of Key Performance Indicators: A Navy Case Study with SABRS

Patrick Sweeney, Director of SABRS Programs, Sehlke Consulting LLC
Ms. Amy Thompson, FMP- 43, DoN/AA FMP-4
Mr. Alfred Poe, Resource Manager, Field Support Activity (BSO 11), USN
Ms. Lois Chattman, Deputy, Resource Manager, Field Support Activity (BSO 11), USN
Dr. Robin Lee Farley, Director, Transformational Programs (FMP-4), Office of the Deputy Assistant Secretary of the Navy (Financial Policy and Systems)

Although labeled as a legacy system, the Navy continues to expand SABRS and it is delivering cost effective results. As a result of data standardization, integrity, and controls (both systemic and manual); Navy FMP is now able to leverage KPI's across Navy SABRS BSO's. This workshop focuses on the Navy FMP SABRS KPI approach and benefits.

Group Live Presentation
NASBA Field of Study: Accounting (Governmental)
Course Level: Intermediate
Intended Audience: Financial Management those working with accounting transactions.
May 31, 0915 - 1030
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

114. Feeder Frenzy! The role our complex IT environment plays in getting to efficient, auditable operations

Ms. Kristyn Jones, Managing Director, KPMG
Mr. David Dalenberg, Director, Financial Systems , ASN for Financial Management and Comptroller, Financial Policy and Systems
Ms. Shirley Reed, Chief Information Officer, SAF/FM, SAF/FMF
Mr. Andrew Morgan, Dep Assistant Secretary - Financial Information Management (DASA-FIM)., ASA FM&C
Mr. Greg Little, Lead, Business Integration Office, OSD Comptroller

The complexity of our IT systems environment is often cited as one of the reasons for the DoD's inability to achieve and sustain an audit option and support efficient business processes. From identifying the systems relevant to audit, to conducting feeder system reconciliations, to planning for system consolidations, learn from these DoD leaders as they discuss their current state, key challenges and mitigation, and future plans for getting to an efficient, auditable IT environment.

Group Live Presentation
NASBA Field of Study: Information Technology
Course Level: Basic
Intended Audience: All levels of financial and systems managers interested in understadning more about how IT impacts their objectives
June 1, 0915 - 1030
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

115. Finance Process Automation: Concepts and Practices

Mr. Rowan Miranda, CFO Advisory Practice Lead, Accenture Federal Services
Mr. Seth Fargen, Deputy Director (Ret) US Coast Guard Finance Center, USCG

Commercial entities are rapidly adopting Robotics Process Automation (RPA) to automate high-volume, low complexity processes such as accounting reconciliations, travel and expense management, review & payment of invoices, monthly closing activities, and compliance checks -- resulting in significant labor savings and quality gains. This Workshop examines how RPA can be applied to DoD agency financial management processes and provides a roadmap on how to get started.

Group Live Presentation
NASBA Field of Study: Business Management and Organization
Course Level: Basic
Intended Audience: All levels of Financial Management
June 1, 1400 - 1515
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

116. Development of a PBES System in DoD: A Case Study with the Air Force.

Mr. Edward Cody, Director, Financial Management Practice, Definitive Logic
Mr. Jason Hanson, PBES Program Manager, NH-04, AFLCMC/HIB
Mr. Gabriel Santos, PBES Project Manager, SAF/FMBP

This workshop will focus on the current success and future roadmap of the PBES program, which is a modern COTS platform. It will replace ETT, RAPIDS and ABIDES for Air Force Planning, Programming and Budgeting. PBES is parallel testing during POM20, with full rollout and sunset of the legacy systems prior to POM21. The workshop will detail our roadmap, current achievements, and the path forward including plan for MAJCOM user community outreach and on-boarding We will address the outcomes expected, challenges experienced, our success with change management, and our strategy to keep the project on-schedule.

Group Live Presentation
NASBA Field of Study: Information Technology
Course Level: Intermediate
Intended Audience: All levels of Financial Management, specifically those interested in PPBE systems modernization using COTS products.
May 31, 0915 - 1030
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

117. Digital Auditors: Driving Productivity through Robotic Process Automation

Mr. Eric Druker, Principal - Machine Intelligence, Booz Allen Hamilton
Mr. Brett Fraser, Senior Associate - Automation, BAH
Mr. Brian Jacobs, Director, Enterprise Strategy, ASA (FM & C)
Mr. John Skober, SPAWAR Financial Improvement, Audit Response and Sustainment Branch Head

This workshop will provide an overview and discussion of potential uses and applications of Robotics Process Automation tools in the financial community. The Department of the Treasury is already employing RPA capabilities and there are multiple opportunities within DoD to use RPA tools to reduce or eliminate manual computer-based processes to reduce errors and increase productivity, reduce errors, reduce costs, and reduce cycle time. The workshop will discuss implications and use cases such as Data Transfer/Data Entry between systems, data input from paper (OCR), and reconciliation actions such as for unmatched transactions.

Group Live Presentation
NASBA Field of Study: Auditing
Course Level: Basic
Intended Audience: All those in financial management interested in learning how automation can create efficiencies for their organization
May 31, 1045 - 1200
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

118. Maximize the Value of Your Resource Management Experience

Mr. Todd Schafer, Executive Director and Director of Staff, United States Pacific Fleet
Mr. Stephen Herrera, Executive Director, AFSOC
Honorable Robert Speer, Former Acting Secretary of the Army and Former ASA FMC, Self

The knowledge, skills, and abilities you develop every day as you serve as a resource management professional and the education, training, and collaboration available via the ASMC PDI can prepare you to compete for senior leader positions operating from an enterprise-wide perspective. This workshop, led by Senior Executive Service members who started their careers in the resource management arena, will provide insight on how to maximize your daily interactions to prepare you for future opportunities with increased responsibility. By optimizing the actions you take on a daily basis, you will be able to shape your future and the future of the organizations you support. The workshop will also provide ideas on how you may assert your leadership throughout your organization as DoD is Catching the Wave to auditability. Audit is a team sport and all resource management professionals need to be leading the charge.

Group Live Presentation
NASBA Field of Study: Personal Development
Course Level: Basic
Intended Audience: (TBA)
May 31, 1400 - 1515
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

119. How to Ask Powerful Questions

Ms. Debbie Hahn, Professor of Financial Management, Defense Acquisition University

How to Ask Powerful Questions - it would be based on two books "Leading with Questions" by Michael Marquardt and "The 7 Powers of Questions" by Dorothy Leeds. The concept/approach is how to lead an organization or influence people (both at home and office) by asking them questions causing them to reflect on a situation. Outline the types of questions relevant for different situations, environments, and goals.

Group Live Presentation
NASBA Field of Study: Personal Development
Course Level: Basic
Intended Audience: All Participants
May 31, 1400 - 1515
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

120. Keys to Leading People and Organizations

Honorable Chip Fulghum, Deputy Under Secretary for Management, Department of Homeland Security

Get perspective from a senior executive on four keys to being successful as a leader. This session explores ways YOU can make a difference in your organization. Learn to develop people, build trust, cultivate relationships, and communicate more effectively. This is a high-energy, entertaining session that will inspire you to do more and lead others from ANY level in your organization.

Group Live Presentation
NASBA Field of Study: Personal Development
Course Level: Basic
Intended Audience: anyone
June 1, 1400 - 1515
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

121. Relationships

Mr. Dave Weinberg, Owner, DaveSpeak

We are in the business of relationships! It's called life! It is something we do every day and it is happening all around us! Turns out though, that we don't do relationships very well mostly because we don't pay attention to them. However, they are super important to how we live our lives, so come spend some time exploring the pieces and pitfalls of relationships and gain a new perspective on what you think you know!

Group Live Presentation
NASBA Field of Study: Personal Development
Course Level: Basic
Intended Audience: All levels
May 31, 1545 - 1700
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

122. The Power of 8's

Mr. Dave Weinberg, Owner, DaveSpeak

Numbers are a fact of life as are people. Both numbers and people take practice. Some are better at numbers than people and some are better at people than numbers. This presentation shows you how one number in particular is more powerful than all the others. It will teach you that if you can harness the power of 8's, you can harness the power of people. Both numbers and people are here to stay. Why not learn more about each? Enjoy this leadership lesson that will enrich your interaction.

Group Live Presentation
NASBA Field of Study: Personal Development
Course Level: Basic
Intended Audience: All levels
June 1, 1545 - 1700
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

123. Make Training Fun

Maj Mike Chua, Senior Analyst, Cost and Economics, Office of the Assistant Secretary of the Air Force for Financial Management and

Ever dread attending your monthly office trainings? This workshop will arm you with tips, tricks, and techniques to make financial management (FM) training fun. The instructor will navigate the class through proven methods and best practices that will keep your audience engaged and excited to learn about FM. A few new points have been added if you attended last year.

Group Live Presentation
NASBA Field of Study: Personal Development
Course Level: Basic
Intended Audience: All levels of Financial Management
June 1, 1545 - 1700
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

124. MICROSOFT - Top 10 tips and tricks for Windows 10, Best tips for Office 2013 & 2016 EXCEL and PowerPoint.

Mr. Ed Fritts, Senior Financial Systems Analyst, Teksouth Corporation
Mr. Benjamin Cella, Program Manager, Teksouth Corporation

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Basic
Intended Audience: All levels of Financial Management
June 1, 1545 - 1700
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

125. What DoD FMers Can Learn from Their Critics

Honorable Robert (Bob) Hale, Former DoD and USAF Comptroller , BAH

Why don't service budget shares change as threats evolve? How come it is taking DoD so long to improve financial information and achieve auditable financials? Why can't the Department do something about the year-end spending spree? Over the years critics of defense financial management have voiced these and many other criticisms. In this workshop the Honorable Robert Hale -- who has served as DoD comptroller and Air Force comptroller in addition to heading the defense analysis group at the Congressional Budget Office -- will draw on more than 40 years of DoD financial experience to review and assess these and many other criticisms. He will also identify those criticisms that he believes should guide future efforts to improve defense financial management.

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Basic
Intended Audience: All levels of financial management
May 31, 1045 - 1200
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

126. 7 Secrets of a Successful Interview

Ms Cassie Smith, Human Capital Strategist, AF/A4C
Mr. Drew Blundell, Force Development Strategist, AF/A4C
Mr. Roger Bick, Chief, Integration Division, Office of the Director of Civil Engineers
, Office of the Director of Civil Engineers (HAF/A4C)

Ready to unlock the vault of successful interview tips? Whether you are in your first Government job or you have been doing this for decades, everyone will walk away with new insight, techniques, and strategies for how to ace a Government interview. This high-energy seminar will provide an interactive, sometimes humorous, look at the interview process by unveiling the 7 timeless secrets of interviews. Get ready for mock interviews, audience participation, cool videos, and spirited presenters. Oh, and don’t forget your cell phone or laptop!

Group Live Presentation
NASBA Field of Study: Personal Development
Course Level: Basic
Intended Audience: All PDI attendees
June 1, 1400 - 1515
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

127. Perspectives of Funding Contingency Operations

Mr. Robert "Mike" Maxwell, Army Reserve, Chief Financial Officer & Dir, Resource Mgmt, Installations and Materiel, Office of the Chief Army Reserve
Mr. Thomas Constable, Former United States Army Africa Command Comptroller, The Office Under Secretary of Defense (Comptroller)
Ms. Monique Dilworth, Director for Operations, Office of the Under Secretary of Defense (Comptroller)

Processes and challenges of funding and tracking contingency operations using Operation United Assistance (A humanitarian mission). Supporting the US response to Ebola crisis in West Africa.

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Intermediate
Intended Audience: All Levels of Financial Management, but particurlary those supervising and dealing with non-FM customers
May 31, 1400 - 1515
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

128. DoD Reserve Component Comptroller Readiness Challenges

Col Jeffrey Gatch, Comptroller, Office of the Chief of Army Reserve
Mr. Michael Mehrman, Chief Financial Management Officer, Army National Guard
Mr. Paul Barnum, Comptroller Navy Reserve Force, Navy Reserve
Ms. Michelle Whitford, Comptroller & Director of Financial Management, Air Force Reserve Command

DoD Reserve Component Comptroller brief and then panel discussion on building and sustaining readiness in today's fiscal environment.

Group Live Presentation
NASBA Field of Study: Finance
Course Level: Basic
Intended Audience: Reserve Component - Army, AF, Navy and Marines
June 1, 1045 - 1200
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑

130. Unconscious Biases--Understanding the Cognitive Domain and Unleashing it to Build Team Success

BG Trent Edwards, Director, Budget Operations and Personnel, Office of the Assistant Secretary of the Air Force for Financial Management and Comptroller

Human capital development and talent management are leadership and readiness issues. The ability to lead your team starts with the ability to know and lead yourself. The unconscious biases workshop explores the cognitive aspects of why and how we engage with subordinates, peers and our bosses. The ability to take a diverse background and experienced group of people, unify them, motivate them and inspire them toward achieving a goal is part of the Art of leadership. Creating a culture where everyone has the opportunity to succeed is a core function of leadership responsibility. Come out and explore how you can become a more holistic and honest leader and unleash the power within your team.

Group Live Presentation
NASBA Field of Study: Personal Development
Course Level: Basic
Intended Audience: All levels of Financial Management
June 1, 1045 - 1200
1.5 CPEs

Back to Section Heading ↑
Back to Top ↑