As per Secretary Napolitano's direction, the Coast Guard day training at the PDI will focus on the 2011 audit and the effort that it will take to achieving a “Qualified Opinion” on the DHS Balance Sheet. The training will detail communication strategies and workflows that every CG unit and staff must prepare for and respond to auditor requests. The training will detail responsibilities for making certain that proper financial documentation for current and prior year transactions is in place and correct, and for providing documentation to our external auditors on short notice in response to requests they will be generated in the audit cycle.
Wednesday, June 1, 2011 – Service Day
0700-0800 Continental Breakfast
0800-0915 Opening Ceremony – The Honorable Robert F. Hale
Undersecretary of Defense (Comptroller) and Chief Financial Officer
0915-0930 Break
Remainder of Day is Devoted to Service-Specific Workshops and Presentations
0930-0945 USCG Welcome—RDML Keith A. Taylor
Assistance Commandant for Resources and Chief Financial Officer
0945-1030 VADM Sally Brice-O’Hara
Vice Commandant
1030-1115 Ms. Peggy Sherry
Deputy Chief Financial Officer, Department of Homeland Security
1115-1130 CFO Award presentations – RDML Keith A. Taylor, Chief Financial Officer
Mr. Martin Rajk, Deputy Chief Financial Officer
1130-1145 Break
1145-1330 Luncheon—Author Curtis Zimmerman, “Living Life at Performance Level® Interactive”
1330-1345 Break
1345-1445 State of Coast Guard Financial Management–RDML Keith A. Taylor
1445-1530 Audit Readiness—Ms. Margo Sheridan
Director of Financial Operations and Comptroller
1530-1545 Break
1545-1630 Workshop: Financial Management Workforce Development
Facilitators: Martin Rajk, Deputy Chief Financial Officer
Stacy Spadafora, CG-8R
Thursday, 2 June 2011
0700-0800 Coast Guard Workshop – Selected Topics on Audit Readiness
CDR Jim Passarelli
Friday, 3 June 2011
0700-0800 Met the New USCG CFO – RDML Stephen Metruck
Logistics Support – Serena Sanchez or Frank Estevez
Introduction of Guest Speakers–TBD