2009 PDI Program

/2009 PDI Program
2009 PDI Program2018-07-17T16:31:17+00:00

Workshop Information

Download Excel spreadsheet of the PDI 2009 Workshop Matrix.

The matrix is formatted to print on one 8 1/2 x 11 sheet of paper. If you would like it larger, save the file to your hard drive and edit the file in Microsoft Excel.

1. Review of CDFM Exam – Module 1 (Resource Management Environment)
Joseph Mullane, Colonel, USMC (Retired), Mullane Business Associates
Thomas Stone, President, Stone Consulting

This all day pre-conference workshop addresses the material covered in the Enhanced Defense Financial Management Training Course (EDFMTC) related to Resource Management Environment. It's intended for individuals who have completed a significant amount of exam preparation and are looking for that final review prior to taking the exam. The workshop will cover (1) Government Resource Management Environment, (2) Defense Resource Management Environment, (3) Personnel Management, (4) Manpower Management, and (5) Management and Internal Controls. This preconference session is an additional fee. May 25, 0800-1700; NASBA Classification: Finance; Level: Basic; 8 CPEs. Group Live Presentation.

2. Review of CDFM Exam – Module 2 (Budget and Cost Analysis)
Pamela Robinson, CEO, Financial Voyages LLC
Ronald Davidson

This all day pre-conference workshop addresses the material covered in the Enhanced Defense Financial Management Training Course (EDFMTC) related to Budget and Cost Analysis. It's intended for individuals who have completed a significant amount of exam preparation. May 25, 0800-1700; May 26, 0800-1700; NASBA Classification: Specialized Knowledge and Applications; Level: Intermediate; Prerequisite: n/a; 8 CPEs. Group Live Presentation.

3. Review of CDFM Exam – Module 3 (Accounting and Finance)
Joseph Mullane, Mullane Business Associates
Thomas Stone, President, Stone Consulting

This all day pre-conference workshop addresses the material covered in the Enhanced Defense Financial Management Training Course (EDFMTC) related to Finance and Accounting. It's intended for individuals who have completed a significant amount of exam preparation and are looking for that final review prior to taking the exam. The workshop will cover (1) Fiscal Law (applicable to all CDFM module exams), (2) Finance, (3) Accounting, and (4) auditing. This preconference session is an additional fee. May 26, 0800-1700; NASBA Classification: Finance; Level: Basic; 8 CPEs. Group Live Presentation.

4. Review of CDFM Exam – Module 4 (Acquisition)
John Matherne

This day and a half pre-conference workshop addresses the material covered in the Certified Defense Financial Manager Program optional module focused on Defense Acquisition Business Management. It is intended for individuals who have elected to pursue the CDFM with Acquisition Specialty. This preconference session is an additional fee. May 25, 1300-1700 and May 26, 0800-1700; NASBA Classification: ; Level: Basic; 12 CPEs. Group Live Presentation.

5. Speed Mentoring
 

 

Ever wanted to get expert advice on your career development plans from someone who has already been there? Speed mentoring will give you instant access to several senior DoD financial managers in one session with a reception afterward to follow up with those you found most instructive. It's like speed dating but much more professionally rewarding. May 26, 1400-1515; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; Prerequisite: none; 1.5 CPEs. Group Live Presentation.

7. Microsoft Office Tips and Tricks
Ed Fritts, Senior Financial Systems Analyst, Teksouth Corp

We will share with you how to use the F12 Key (Save As), Running Totals, % of Column, and Create Odometer from scratch, everyone will receive a CD broken out by each seminar for easy referral. We will show you picture by picture (PowerPoint) of how to do this when you get back home. The CD has many more training aids to assist you in the everyday FM activities. May 26, 1100-1215; NASBA Classification: Finance; Level: Intermediate; Prerequisite: General Knowledge of Microsoft Office; 1.5 CPEs. Group Live Presentation.

8. Microsoft Office Excel Tips and Tricks
Ed Fritts, Senior Financial Systems Analyst, Teksouth Corp

We will share with you how to setup Microsoft Excel 2007. We'll show you new ways to: Navigate; Templates and Training; New Features and Capabilities; and Macros and Common Formulas. Everyone will receive a CD with many powerful tips and tricks to take home with you. May 26, 1245-1400; NASBA Classification: Finance; Level: Intermediate; Prerequisite: Basic Knowledge of Microsoft Office; 1.5 CPEs. Group Live Presentation.

9. Tricks to Putting PowerPoints Together Quickly
Ed Fritts, Senior Systems Financial Analyst, Teksouth Corp

We'll share with you how to use outline for headers, save as web pages, stop mouse click to advance, and many more tips. May 26, 1430-1545; NASBA Classification: Finance; Level: Intermediate; Prerequisite: Basic Knowledge of Microsoft Office; 1.5 CPEs. Group Live Presentation.

12. Current Budget Issues
John Roth, Deputy Comptroller (Program/Budget), USD(C)
Terry Blake, Deputy Assistant Secretary of the Navy for Budget, United States Navy William H. III Campbell, Acting Director, Army Budget, Assistant Secretary of the Army (FM&C)
Charles Cook, Assistant Deputy Commandant, Programs and Resources (Fiscal), USMC
Larry Spencer, Deputy Assistant Secretary of the Air Force (Budget), SAF/FMB

The Defense Deputy Comptroller and Service budget officers will provide an overview of the Defense budget to include the themes and priorities that inform the FY 2010 budget request; the relationship of the base budget to the Overseas Contingency Operations budget request; the FY 2009 War Supplemental; and issues affecting execution of the FY 2009 budget. Included will be a discussion of the transition from one administration to another. The workshop will also discuss the current status of the FY 2010 congressional authorization and appropriations process. 28 May, 1045-1200; NASBA Classification: Finance; Level: Basic; 1.5 CPEs. Group Live Presentation.

13. The 111th Congress and the DoD Budget
John Roth, Deputy Comptroller (Program/Budget), USD(C)

Provide an overview of the current Congress to include an explanation of the role of Congress in the authorization and appropriation process. In particular, focus on the Defense Department budget and the political context the Defense Department finds itself in. Discuss the FY 2010 budget process, the current status of the congressional budget review and the major issues that will affect the final Defense Authorization and Appropriations Acts. 28 May, 1530-1645; NASBA Classification: Finance; Level: Basic; 1.5 CPEs. Group Live Presentation.

15. Mini-Course – Introduction to Working Capital Funds
Thomas Stone, President, USDA/ Stone Consulting

Instruction on the Basic WCF concept. History, cost accounting concepts, organizations utilizing WCF, relationship with General Funded orgainzations. 28 May, 0915-1200; NASBA Classification: Business Management and Organization; Level: Basic; Prerequisite: None; 1.5 CPEs. Group Live Presentation.

16. Current Issues in Defense Working Capital Fund (DWCF)
Tom Lavery, Director, Revolving Funds, OUSD(Comptroller)

A senior USD(C) staff person will discuss current and advanced topics related to the Defense Working Capital Funds. Topics may change depending on current issues but could include the revised $250,000 capital threshold, potential impact of changing GWOT support requirements, fuel pricing volatility, definition of depot carryover, minimum capital investment, and others. 28 May, 1400-1515; NASBA Classification: Specialized Knowledge and Applications; Level: Intermediate; Prerequisite: Familiarity with Defense Working Capital Funds; 1.5 CPEs. Group Live Presentation.

17. Capability Portfolio Management: Is it working?
Scott Norwood, J-5 Deputy Director for Global Security Affairs, DoD

Last fall, the Department assessed and evaluated its massive budget by nine different capabilities. This session will share the lessons learned and way ahead from one of those capabilities — the one dealing with building the capabilities of partner nations. Not only will you hear firsthand about the efforts to evaluate resources by capability portfolio, but you will also have the chance to engage in a discussion on these critical transformation activities. The BPC CPM is at the leading edge of transformation for the Department, working closely with the Combatant Commanders on how to deter terrorist activity, stabilize emerging democracies, and increase the coalition of like-minded nations for the 21st century fight against terrorism. Learn how the Department plans to continue to address these issues within the DoD, with Department of State and other Agencies, and with Congress. 28 May, 1045-1200; NASBA Classification: Business Management and Organization; Level: Advanced; Prerequisite: None; 1.5 CPEs. Group Live Presentation.

18. Mini-Course – Fundamentals of Decision Support — Transforming Roles of DoD Financial Managers
Karl Kraus, Deputy Director, Defense Financial Management & Comptroller School
LaShunda Lewis, Instructor, Defense Financial Management & Comptroller School

This workshop discusses how the role of the DoD Financial Manager has transformed from that of number cruncher to a trusted advisor within the organizations in which they serve. It offers an overview of a Decision Support model designed to help anyone provide effective recommendations to help Decision Makers make better decisions more often. 29 May, 0915-1200; NASBA Classification: Management Advisory Services; Level: Basic; 1.5 CPEs. Group Live Presentation.

19. Current Issues in Cost Analysis
Richard Hartley, Deputy Assistant Secretary of the Air Force (Cost and Economics), SAF/FMC
Stephen Bagby, Deputy Assistant Secretary of the Army (Cost & Economics), Assistant Secretary of the Army for (FM&C)

This workshop will focus on recent accomplishments, current initiatives and challenges in the Air Force and Army cost analysis and estimating arena. 28 May, 1530-1645; NASBA Classification: Finance; Level: Basic; 1.5 CPEs. Group Live Presentation.

20. Predicting the Level of Future Defense Spending
Cecil Black, Director, Market Assessment and Budget Analysis, Boeing

In order for DoD and industry to partner in a strong national defense, both must have a clear understanding of DoD long-range resourcing plans, intentions, and trends. This presentation is a summary of the 45th annual ten-year forecast of DoD programs and budgets, as developed by the Technology Association of America (TechAmerica) and presented at the annual conference in Washington in late October 2008. TechAmerica is the new name for three recently merged high technology trade associations. The new association is now the largest high technology trade association in the nation, with nearly 1,500 member firms and links to some 15,000 other businesses across the country. Wall Street analysts consider this 10-year forecast the "gold standard" of defense program and budget forecasts. 29 May, 1400-1515; NASBA Classification: Finance; Level: Intermediate; Prerequisite: General knowledge of organization budgets; 1.5 CPEs. Group Live Presentation.

21. Building Defense Budgets: The Role of the White House Office of Management and Budget
Eric Hansen, Program Examiner, Office of Management and Budget, National Security Div.

The Office of Management and Budget (OMB) plays a central role in developing the President's programs. The budget process is used to consider policy tradeoffs, and the budget itself implements Presidential priorities. Mr. Eric Hansen from OMB’s National Security Division will address OMB’s role in budget, policy, and management oversight and development, the broad trends in defense spending and the issues affecting defense over the next five years. This will include a discussion of the government-wide budgetary context and how it will likely affect future choices on defense spending. He will also discuss OMB’s role in working with agencies to identify and address management challenges, and how these issues might be addressed differently in the new Administration. 28 May, 1400-1515; NASBA Classification: Finance; Level: Basic; 1.5 CPEs. Group Live Presentation.

22. Cost of War Reporting
Angela Rogers, Associate Director for Contingency Operations, OUSD(Comptroller) Program/Budget
William Bergmeyer, Director, Corporate Reporting, Defense Finance and Accounting Service Ann Borseth, Assistant Director, Defense Capabilities and Management, U.S. Government Accountability Office

The attendee will learn about the requirements and procedures established by the Department for reporting the cost associated with the United States engaging its military in war-related operations. There will be discussion/instruction/information provided on: 1. The processes established to extract information from the various Departmental accounting systems; 2. The Contingency Operations Reporting and Analysis Service (CORAS) — what is it — how is it used in the reporting process; 3. The methodologies used by the Military Departments for allocating costs between multiple operations; and 4. The reports provided to interested stake holders, such as Congress, the Office of Management and Budget, and the Government Accountability Office. 29 May, 0915-1030; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPEs. Group Live Presentation.

23. Mini-Course – Federal Budget Exercise: Principles and Priorities
Phil Smith, National Political Director, The Concord Coalition
Jeff Thiebert, National Grassroots Director, The Concord Coalition

In this non-partisan, Congressional role-playing exercise, participants learn about the federal budget and its long-term trends. They will make decisions about the best combination of program spending and tax policies to match with their larger sense of what the principles behind our budgets should be and what priorities the government should place at the forefront of fiscal decision-making. 28 May, 1400-1645; 29 May, 1400-1645; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPEs. Group Live Presentation.

24. Budget Transformation
Allen Blume, Chief, O&M Budget Integration, USAF

The word transformation tends to imply single, monumental efforts but, many times effective change is the result of small modifications that translate into positive and far-reaching organizational impacts. Bottom-line, with leadership buy-in and a culture primed for positive improvements then, even seemingly small changes can make a huge difference. In Air Force Budget (O&M), our efforts have been focused on an array of improvements by utilizing the AFSO21 toolkit, strategically allocating resources, re-engineering processes, and building sustainable improvements. Hear about our transformation journey and find out what you can do to make a difference of your own. 29 May, 1045-1200; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPEs. Group Live Presentation.

25. Advanced Issues: Base-level Cost and Economic Analysis
Robert Bickel, Technical Advisor, AF CoE

This session will explore several areas critical to preparing a robust economic or business case analysis at the operational level. It will begin with the most critical step, writing the objective statement. Other areas frequently overlooked or prepared incorrectly will be examined to include the treatment of inflation (why local rates are not to be used), the preparation of a benefits analysis, and areas often not included but critical to the decision maker – such as stakeholder analysis, implementation plans, or funding profiles. The session will conclude with a brief discussion of opportunity costs and how to incorporate them into your analysis. 29 May, 1400-1515; NASBA Classification: Economics; Level: Advanced; Prerequisite: None; 1.5 CPEs. Group Live Presentation.

26. What's That NAF Stuff All About — What Comptrollers Need to Know About Non-Appropriated Fund Activities
Wally Erck, Chief, Business Management Division, SAF/FMCEB
Teresa Asbury, Financial Analyst, USAF SAF/FMC
Lisa McColgan, Chief, Integration Branch, USAF AFCAA/FMCP
Fred Witter, Comptroller and Director of Financial Management, HQ Air Force Services Agency

When non-appropriated fund (NAF) finances are discussed, does it sound like a foreign language? Gain a positive, firm, and broad-based understanding of NAF programs and the importance of corporate governance processes over these important people programs. Explore the brief historical background and examine the contemporary trends, issues and risks of these programs. Learn more about tools, techniques, and strategies for meeting the challenges of today's programs and activities, and explore the technologies which assist in an effective oversight program. Consider key questions to ask during committee meetings and quickly identify common creative accounting practices. This session may be applicable to all military services, and is instructed by a team of professional Comptrollers with NAF experience. 29 May, 0915-1030; NASBA Classification: Accounting; Level: Basic; Prerequisite: None; 1.5 CPEs. Group Live Presentation.

27. PPBE at the Pentagon: Changes Coming?
Jeanne Karstens, Director, Operations Directorate, USD(C)
Timothy Bright, Director, Irregular Warfare Division, OSD(PA&E)

The Department's key processes of establishing requirements, allocating resources, and evaluating programs are transforming to better meet our strategic posture. This workshop will cover the PPBE process; changes and new directions; and how it will affect you. Specific areas covered will be the Quadrennial Defense Review, the Global Force Management Allocation Process, programming and budgeting phases, the strategy for funding the war, the role of Capability Portfolio Managers, and program execution. If you have wondered what happens to your program and budget request once it arrives in the Pentagon, this workshop will provide you with insight from programming and budgeting experts. 29 May, 0915-1030; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPEs. Group Live Presentation.

28. Performance Budgeting: What Is It? How Do I Do It?
William Arnold, Instructor, Management Concepts

Performance budgeting is an idea whose time has come. It has become increasingly important as federal resources become even more scarce. This presentation explains the performance budgeting process and its benefits. Attendees will learn the rules for developing good performance measures, and get examples of great performance measures to emulate, and poor ones to avoid. 29 May, 1400-1515; NASBA Classification: Economics; Level: Basic; 1.5 CPEs. Group Live Presentation.

29. Introduction to Analytic Techniques for Decision Support
Ron Maccaroni, Instructor, USDA

So you need to provide analytic support for your boss? How do you gather and analyze data and present it effectively? In this workshop you will lean how to effectively support decision-making by using a structured apporach to conducting analysis. The workshop is designed for anyone involved in conducting program or financial analysis to support decision-making. The instructor has over 37 years of federal experience in program evaluation and financial management and now teaches several courses for the USDA Graduate School. 28 May, 0915-1030; NASBA Classification: Finance; Level: Basic; 1.5 CPEs. Group Live Presentation.

33. Tips on Base-Level Fiscal Law
Keith Dunn, Counsel to the Surgeon General of the Navy, Bureau of Medicine and Surgery, Department of the Navy

A discussion of fiscal law issues that often arise at bases and installations and how to approach them. Topics will include such enduring issues as food at conferences, collecting conference fees, the issue of coins, personal use of government resources, and much more. 29 May, 1530-1645; NASBA Classification: Business Law; Level: Basic; 1.5 CPEs. Group Live Presentation.

34. Antideficiency Act (ADA) Case Studies
Paul Hancq, Associate Deputy General Counsel (Ethics & Fiscal), Office of the General Counsel, Department of the Army

This workshop, presented by a senior Army fiscal lawyer, will start by surveying ADA law and processes, including the criminal and administrative penalties that can be imposed when appropriated funds are illegally obligated and/or expended. Next, the presenter will cover several real ADA cases, to include what happened and clear analysis of what went wrong. Purpose, Time, and Amount violations that led to actual ADA violations will be covered. 29 May, 1400-1515; NASBA Classification: Business Law; Level: Basic; Prerequisite: none; 1.5 CPEs. Group Live Presentation.

35. Basic Fiscal Law
Andrea Brotherton, Assistant General Counsel (Financial Management and Comptroller), Department of the Navy

This course is will cover the basic principles of federal appropriations to include an overview of those purposes for which federal appropriations can be spent, the length of time for which appropriations are available and amounts that are available. 28 May, 0915-1030; NASBA Classification: Business Law; Level: Basic; Prerequisite: none; 1.5 CPEs. Group Live Presentation.

36. Contractors in the Federal Workplace
Paul Hancq, Associate Deputy General Counsel (Ethics & Fiscal), Office of the General Counsel, Department of the Army

This workshop, presented by a senior Army lawyer, will focus on the issues created by the tremendous increase in the numbers of contractor employees performing functions previously performed by military and civilian personnel. The workshop will address many of the ethical and legal complications arising from the presence of contractor employees in the federal workplace. The emphasis will be on what federal employees must do to stay out of trouble. 28 May, 1530-1645; NASBA Classification: Business Law; Level: Basic; Prerequisite: none; 1.5 CPEs. Group Live Presentation.

38. Keep Out of Trouble: Know the Government Ethics Rules
Keith Dunn, Counsel to the Surgeon General of the Navy, Bureau of Medicine and Surgery, Department of the Navy

A basic overview of Government ethics rules, with particular attention to their practical applicability to funds holders. 29 May, 1045-1200; NASBA Classification: Behavioral Ethics; Level: Basic; 1.5 CPEs. Group Live Presentation.

39. Responsibilities of Accountable Officers
Keith Dunn, Counsel to the Surgeon General of the Navy, Bureau of Medicine and Surgery, Department of the Navy

The roles and responsibilities of accountable officers. The discussion will include funds to which accountability attaches, what kinds of events can result in liability, and the standard for relief from liability. 28 May, 1045-1200; NASBA Classification: Business Law; Level: Basic; 1.5 CPEs. Group Live Presentation.

40. Enterprise Wide Transformation
David Fisher, Director, Business Transformation Agency

The DoD is continuing its efforts to modernize business capabilities across the DoD Enterprise. This work spans OSD, the Military Departments, and the Defense Agencies, with each segment of the Enterprise responsible for distinct but inter-dependent elements of the transformation. The Business Transformation Agency focuses on business and systems modernization across the entire DoD, including a number of enterprise-wide financial management solutions. Agency Director David Fisher will speak about a number of these Enterprise-wide initiatives, and how they fit into the overall DoD business transformation efforts. 28 May, 1400-1515; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; Prerequisite: None; 1.5 CPEs. Group Live Presentation.

41. DoD Financial Improvement and Audit Readiness (FIAR) Overview
Joseph Quinn, Director, Enterprise Financial Management, USD(C)

A review of DoD priorities and efforts to improve financial management and achieve auditable financial statements 29 May, 1045-1200; NASBA Classification: Auditing (Governmental); Level: Basic; 1.5 CPEs. Group Live Presentation.

42. Justifying Money for Programs in a Tight Budget – Your Financial Reporting at Work
Andrew R. Rogers, Senior Manager, KPMG
Donjette Gilmore, Acting Associate Deputy Chief Financial Officer, Office of Under Secretary of Defense (Comptroller)
Richard Sylvester, Deputy Director, Acquisition Management, DoD
F. Matthew Woodward, Defense Analyst, DoD/OSD Program Analysis and Evaluation

The workshop panel will discuss the latest initiatives and guidance for tracking usage for tanks, ships, and planes used in the Global War on Terror. The panel will also explain how the Department will be using the latest acquisition, budgeting, and accounting information to provide consistent and comparable information that can be used in the capital planning process for the Components and OSD. Additionally, the panel will explain the latest acquisition and accounting guidance that has been developed in support of this initiative and related financial reporting. 28 May, 1530-1645; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPEs. Group Live Presentation.

43. Creating Effective Internal Controls at Base/Installation Level
Peggy Johnson, DoD Managers' Internal Control Program Manager, USD(C)
Jorge Roca, Director for Management Services, Office of the Assistant Secretary of the Army (FM&C)

Will provide overview of the Department's requirements for the DoD Managers' Internal Control Program, define internal management controls, explain risk assessments as they pertain to internal management controls, and provide examples of the base / installation level efforts and successes in establishing and maintaining effective internal management controls. 29 May, 0915-1030; NASBA Classification: Finance; Level: Basic; Prerequisite: none; 1.5 CPEs. Group Live Presentation.

44. DoD Performance Measurement
Mary Scala, Senior Management Analyst, Office of the Deputy Chief Management Officer
Linda Gileau, Budget Analyst, Deputy Chief Management Office (DCMO)

This session will focus on steps the Department of Defense has taken to improve the integration of performance goals and measures and to improve how the quality and transparency of information is made available, via executive dashboards, to senior decision-makers. The speakers will provide an overview of how performance management structures and policies have transitioned to the new Administration within the Department of Defense. They will discuss Presidential focus areas and initiatives related to performance improvement and executive-level DoD initiatives to use performance information to better integrate and synchronize decision-making across the Department. 28 May, 0915-1030; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPEs. Group Live Presentation.

45. Introducing Performance Measures to Program Budget Development and Execution
Sa Vonne Bishop, Chief of Programs, Headquarters Air Force Resource Management (HAF/RMX)
James Blais, Program Manager, Science Applications International Corporation (SAIC)

Headquarters Air Force (HAF) has undertaken an initiative to develop an architecture that will enable the effective and efficient management of the HAF Portfolio of Centrally Managed Programs. The goal of the initiative is to have a repeatable process with effective program performance measures linked to capabilities and execution. The Workshop will discuss the methodology and results achieved by HAF/RMX across 68 complex programs valued at more than $1.6 Billion annually; and demonstrate how using activity analysis and linking programs to Capability Outputs can enable development of effective performance measures to be used in making trade offs between many programs. Teaching Objectives: (1) Understand the value of performance measurement as it relates to determining program contribution, performance determination, change impacts, and visibility across a portfolio and (2) Understand the steps in developing measures that are clearly linked to goals, expected outcomes and funding. 28 May, 1400-1515; NASBA Classification: Business Management and Organization; Level: Basic; Prerequisite: N/A; 1.5 CPEs. Group Live Presentation.

46. Governance Risk and Compliance – What DoD organizations can do to improve their compliance with A-123
Gregory Williams, Director, PriceWaterhouseCoopers

This session will review the A-123 requirements and show what DoD organizations can do to implement those requirements in an efficient and effective manner. A comparison will be made to large private corporations with similar requirements. 28 May, 1045-1200; NASBA Classification: Accounting (Governmental); Level: Basic; Prerequisite: None; 1.5 CPEs. Group Live Presentation.

47. Fraud and Internal Controls: DCIS Case Studies
Nathan Deschenes, Special Agent/Public Corruption Program Manager, Defense Criminal Investigative Service

An overview of Department of Defense Office of Inspector General, Defense Criminal Investigative Service cases in a wartime environment. 28 May, 1400-1515; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPEs. Group Live Presentation.

48. Initiatives of Today That Drive Financial Management for Tomorrow
Teresa McKay, Director, DFAS

DFAS is the leader in accounting and finance operations for the Department of Defense and provides critical support to the Overseas Contingency Operations. During this presentation, the DFAS Director will detail several key initiatives that lay the landscape today for the financial management environment of tomorrow. 28 May, 0915-1030; NASBA Classification: Finance; Level: Basic; 1.5 CPEs. Group Live Presentation.

49. Mini-Course – Intro to LSS
Keith Furman, Director, Lean6, DFAS

29 May, 0915-1200; NASBA Classification: ; Level: ; 1.5 CPEs. Group Live Presentation.

50. Mini-Course – Introduction to Federal Accounting Concepts
Paul Dominick, Adjunct Faculty Member, USDA Graduate School

Provide a basic introduction to Federal Accounting, which includes laws, regulations regarding the implementation of accounting concepts. The mini course will cover a sampling of journal entries, ledger postings and the information necessary to prepare Financial Statements. In addition the course will address the reimbursable concept of accounting to include the Defense Working Capital Fund and the supporting cost accounting concepts necessary to function in a Defense Working Capital Fund 28 May, 1400-1645; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPEs. Group Live Presentation.

51. Are Your Transactions on Track?
Norman Noe, Special Projects Office, DFAS

Provides an overview of the Defense Finance and Accounting Service (DFAS) historical experience on working to achieve clean audit opinions from 2000 through 2008 and advise to other DoD customers on how to work toward auditable financial statements highlighting some of the keys to "Any Day Audit" and some of the pitfalls to avoid along the way. 28 May, 1045-1200; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPEs. Group Live Presentation.

52. DIMHRS
Kenneth Carroll, Enterprise Program Manager, DIMHRS, Business Transformation Agency (BTA)

28 May, 0915-1030; NASBA Classification: Business Management and Organization; Level: Basic; Prerequisite: None; 1.5 CPEs. Group Live Presentation.

53. DoD Financial Management Priorities and Emerging Issues
Dave Smith, Department of Defense

Audit Readiness, Working with FASAB, Transparency and Accountability, FM Workforce, Improving Financial Information, and Withholding Tax on Contract Payments are just some of the issues the OSD Comptroller is working on at the Department of Defense. 29 May, 1400-1515; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPEs. Group Live Presentation.

54. Military Service Business Modernization: Welcome to the Brave New World!
John Argodale, Deputy Assistant Secretary of the Army (Financial Operations), OASA(FM&C)
Audrey Davis, Deputy Assistant Secretary of the Air Force (Financial Operations), SAF/FMP Mark Easton, Deputy Assistant Secretary of the Navy (Financial Operations), OASN(FM&C)FMO

Join the Financial operations leadership from each of the three military service departments in a panel that discusses how IT modernization fits into their broader business transformation goals. Learn what it means to you as a customer, a stakeholder, or a user of financial information. Topics will include an update of major ERP program status and how they are leveraging the experience and lessons learned across DoD. 28 May, 1045-1200; NASBA Classification: Accounting (Governmental); Level: Intermediate; Prerequisite: General Knowledge of accounting principles.; 1.5 CPEs. Group Live Presentation.

55. Risk Management – How it is Working
Barbara Burkhalter, Risk Management Officer, DFAS
Pam Franceschi, Director of Finance, DFAS Columbus

This workshop will explore an agency's strategic goal of attaining operational excellence in Finance and Accounting services. We will discuss implementing an Enterprise Risk Management Program and Business Activity Monitoring and how this will strengthen internal controls and deliver risk management at every level. 29 May, 0915-1030; NASBA Classification: Auditing (Governmental); Level: Basic; 1.5 CPEs. Group Live Presentation.

56. Cost Management Using New ERPs
Stephen Bagby, Deputy Assistant Secretary of the Army (Cost & Economics), Assistant Secretary of the Army for (FM &C)

Workshop will focus on understanding how Cost Management works with new Enterprise Resource Planning (ERP) systems. Overall objectives: review process of Cost Management, how it differs from Budget, and key cost terms, how to utilize ERP solutions to conduct Cost management reviews. Demo an ERP Data Warehouse to compile financial, cost and non-financial reports. 28 May, 0915-1030; NASBA Classification: Cost Analysis; Level: Intermediate; Prerequisite: General knowledge of cost accounting principles; 1.5 CPEs. Group Live Presentation.

57. The CFO and CIO Tango: Dancing Together for Success
Gus Gustafson, Principal Deputy Director, DFAS
Audrey Davis, Deputy Assistant Secretary of the Air Force (Financial Operations), SAF/FMP

Will share the mutual experiences of two managers that have served in both CIO and CFO related positions and discuss the trade-offs in the decision making process. 29 May, 1045-1200; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPEs. Group Live Presentation.

58. Mission Possible – Connecting Manpower, Mission and Execution
Elaine Kingston, Director, Resource Management, DFAS

Linking Manpower, Human Resources and Budget Execution processes and understanding workyears versus end strength is critical to managing budgeted and actual labor costs. This seminar will give you tips to focus on and a one page analysis tool to tie up all the loose ends. 28 May, 0915-1030; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPEs. Group Live Presentation.

59. The Rise of Lean Six Sigma in the Defense Sector (Series Part2): The Human Capital Dilemma
Peter Banfield, Managing Director, Management Consulting Services Lean Six Sigma Solutions

Over the past 7 years, the government has awoken to the promise of Lean Six Sigma (LSS) as the salvation for inefficient, costly and outdated operations. With commonly advertised Return on Investment claim of 30x, managers and executives across the government see salvation in a program that can yield millions if not billions in operating savings.The DOD is throwing millions of dollars into contracting to learn the art and science of LSS. Last year part one of this series, The Financial Management Lynchpin, dealt with the issues facing financial and resource managers who play a role in realizing the millions of dollars of return on investment. Part 2 of the series focuses on the human element of lean six sigma resource management. With programs across the DOD training hundreds if not thousands of potential LSS practitioners, the need for rationalizing their roles in conjunction with their careers is critical. We propose in this session to expose you to the career challenges of mobilizing the workforce. Such as rationalizing how trained resources will function across DOD organization to achieve self sustainability and eliminate the need for outside consulting support. We will include the thinking of DoD LSS leaders to share the human capital pitfalls and practices they are evolving to enable their organizations in transforming. 28 May, 1400-1515; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPEs. Group Live Presentation.

60. Data Standardization–How it will affect DoD from post, camp, and station to the Pentagon and beyond
Radha Sekar, Assistant Deputy Under Secretary of Defense (Comptroller), Financial Management, DoD/Office of the Secretary of Defense (Comptroller)

This workshop will discuss a number of Department of Defense efforts to improve standardization, transparency, and accountability in Defense operations, financial management, and systems. The speaker will also address the critical relationship of DoD efforts to other federal initiatives and standards such as the Office of Management and Budget’s Common Government Account Code (CGAC). 28 May, 1045-1200; NASBA Classification: Finance; Level: Basic; 1.5 CPEs. Group Live Presentation.

61. Making Best Use of Balanced Scorecard
Nancy Zmyslinski, Deputy Director, Strategic Business Management, DFAS

Will discuss DFAS' use of the Balanced Scorecard (BSC) as a daily management tool. How changes to corporate strategy drives the BSC, making sure you have the right measures, and other lessons learned. 28 May, 1400-1515; NASBA Classification: Finance; Level: Basic; 1.5 CPEs. Group Live Presentation.

62. Lessons Learned from ERP Implementation – The good, the bad and the ugly
Susan Bailey, Deputy Commander Financial Management/Comptroller, NAVSUP
Ronald Runion, Comptroller, Naval Air Systems Command, NAVAIR

Hear from the Comptroller's of NAVAIR and NAVSUP regarding their implementations of Navy ERP. Though on the same Navy ERP system the implementations were different in volume and approach. Additionally, NAVAIR has been up and running for about 18 months in the system, while NAVSUP has only been running about 6 months. 29 May, 0915-1030; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPEs. Group Live Presentation.

63. Mini-Course – Introduction to Risk Management
Kent Wall, Professor of Systems Engineering, DRMI

This mini-course will introduce the basic elements of risk management. It will discuss how to create a quantitative definition of risk and how techniques such as simulation modeling can be used to quantify risk. It will also discuss some techniques to minimize risk. 28 May, 0915-1200; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPEs. Group Live Presentation.

64. What Comptrollers Need to Know about Audits
Theodore Williams, Auditor General of the Air Force, SAF/AG

This workshop describes what auditors bring to the fight in support of the warfighter. The Air Force Audit Agency (AFAA) is an organization with over 700 professionals who accomplishes the internal audit mission of the United States Air Force. In fulfilling this mission, the Agency provides independent audit services to all management levels that include; reviewing and promoting economy, effectiveness and efficiency of operations, evaluating programs and activities and assisting management in achieving intended results, and assessing and improving fiduciary stewardship and the accuracy of financial reporting. Comptrollers are the liaison and focal point for audit activities, and play a critical role in audit planning, facilitating audit execution, and delivering audit results to leadership. 29 May, 1045-1200; NASBA Classification: Auditing (Governmental); Level: Basic; 1.5 CPEs. Group Live Presentation.

65. Reshaping the Defense Travel Enterprise
Dianne Johnson, Chief, Customer Service Division, Defense Travel Management Office
Alec Cloyd, Chief, Requirements and Initiatives Branch, Defense Travel Management Office

The Department of Defense is reshaping the Defense Travel Enterprise by implementing better solutions for the traveler to accomplish their mission. We are actively increasing functionality of the Defense Travel System, improving the travel card program, streamlining and consolidating Commercial Travel Office contracts, as well as, developing strategies for the next generation of travel services. Through persistent focus on the traveler and overall process improvement, we will continue to make sound, measurable progress in achieving best travel practices across the Department. 29 May, 1400-1515; NASBA Classification: Accounting; Level: Advanced; Prerequisite: Bachlors of Accounting Degree; 1.5 CPEs. Group Live Presentation.

66. The Path to Audit Readiness
Tracy Porter, Partner, Grant Thornton LLP
Daniel Blair, Deputy Assistant IG, Defense Business Operations Charles Cook, Assistant Deputy Commandant, Programs and Resources (Fiscal), USMC
Wesley Miller, USACE
Jimaye Sones, Chief Financial Executive/Comptroller, DISA

As DoD continues its journey toward clean audit opinions, some agencies have learned the hard way about the pitfalls and obstacles that block the path. Our panel, composed of people who have trod the difficult trail will discuss what they've learned that will be useful to others who must follow. Learning points: (1) How much preparation is enough? (2) What contribution does the DoD Inspector General make to the process? (3) What were the surprises along the way? 29 May, 0915-1030; NASBA Classification: Auditing (Governmental); Level: Basic; 1.5 CPEs. Group Live Presentation.

67. In-Sourcing Government Functions
Joe Alexander, Director, Grant Thornton LLP
Thomas Hessel, Senior Manpower Analyst, Requirements and Program & Budget Coordination Directorate, OUSD(P&R)

Every government employee knows about the potential for outsourcing their job or function, but did you know there is strong Congressional support to reverse the process, and to begin a wave of in-sourcing? This workshop will explain recent legislation on in-sourcing and what it may mean for your command or function. Learning points: (1) How does in-sourcing work, what are the rules, is OMB Circular A-76 applicable? (2) How does in-sourcing square with the need for belt-tightening in DoD? (3) Who provides the resources? 29 May, 1515-1645; NASBA Classification: tbd; Level: Basic; 1.5 CPEs. Group Live Presentation.

68. Data Quality & ERPs: How To Avoid Dis-Integrating Your Data
Ambarish Mhaskar, Product Leader-Compliance Services, Capital City Technologies
David Judson, Vice President, Qbase, Inc.

Data Quality is a critical issue and can be a major setback during the implementation of Enterprise Resource Planning Systems (ERPs) and can prevent us from achieving our clean audit opinion objectives. By the time most organizations realize there is a data problem, it is often too late. The solution investment is so significant, that the trade offs made to accept data inadequacies, to be dealt with or fixed later, seem justifiable in the face of increased delivery risks, schedule slippages, and cost increases. We will discuss real world challenges faced by many of our current DoD ERP programs and the strategies that they are employing to steer clear of the pitfalls associated with converting and managing dirty data. 29 May, 1045-1200; NASBA Classification: Management Advisory Services; Level: Basic; 1.5 CPEs. Group Live Presentation.

69. Automated Systems – How They Enhance Resource Management Operations
Rick Dansey, Senior Vice President, CACI, Inc
Elizabeth Flaharty, DAMIR Program Manager, AT&L/Acquisition Resources and Analysis
Kristyn Jones, Director, Financial Information Management, ASA-FM&C, SAFM-FIM
Charlie McQuillan, Vice President, CACI
Prashant Gaur, Director of Enterprise Integration, BTA

Senior leaders from the government and private industry discuss how automated systems can improve effectiveness and efficiency of resource management. 29 May, 0915-1030; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPEs. Group Live Presentation.

70. Integrated Risk Management – What are the barriers?
Julia Gibbons, Associate, Booz Allen Hamilton

A key component of successful program management is a rigorous risk management program. It is imperative to integrate the three major program dimensions of cost, schedule, and technical performance by assessing the likely impacts of risk events across all three of these dimensions in a consistent, unified manner. With this consistency, program decision-makers are able to proactively mitigate risk impacts and/or their probabilities of occurrence. This in turn provides greater confidence in a program's ability to meet its cost, schedule, and performance goals. However, there are barriers to effectively implementing this integration. 28 May, 1530-1645; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPEs. Group Live Presentation.

72. Public Private Partnerships: Enhancing Performance and Funding Infrastructure and Capital Assets
Brad Watson, Partner, KPMG
John Cherbini, Partner, KPMG LLP
Phil Russel, Assistant Executive Director for Innovative Project Development, Texas Department of Transportation

This workshop will discuss alternative Public-Private Venture funding, financing and delivery approaches that can help expedite a wide variety of infrastructure projects in the Federal, State, Local, and International environments. Public Private Venture models can be applied to a variety of critical infrastructure assets such as housing, roads, utilities and water to provide appropriate funding while improving services. Participants will hear about the lessons learned from public private partnership programs such as military housing privatization programs, the re-fueling tanker deal and the Trans -Texas Corridor and the application of the Public Private Venture models to other assets for improved funding of critical infrastructure and better infrastructure services that will become more prevalent in the future. 28 May, 1400-1515; NASBA Classification: ; Level: ; 1.5 CPEs. Group Live Presentation.

73. Are Your Systems REALLY FFMIA Compliant?
Patricia St. George, Partner, KPMG LLP
Carl Kerby, Staff Director, Financial Compliance & Process Management, DLA

The workshop will present the scope, process and methodology used to evaluate FFMIA compliance over a core financial system and associated feeder systems. The discussion will include aspects of scoping, testing and documentation that are critical to an FFMIA evaluation. The presentation will also explain why evaluating a system for compliance with FFMIA can be challenging in the Department of Defense, to include lessons learned that should be incorporated within the systems development lifecycle. 28 May, 1530-1645; NASBA Classification: Finance; Level: Basic; 1.5 CPEs. Group Live Presentation.

74. DoD Energy Mandates: Key Considerations for the Financial Management Community
Karen Alderman, Strategic Relationship Manager, Deloitte LLP
Chris DiPetto, Deputy Director, SSE/DTE, OUSD (A&T)
K.C. Healey, Director, Deloitte Consulting LLP
Brian Lally, Facility Energy Director, OSD AT&L, DUSD/IE
Mr. Kim Huntley, Defense Energy Support Center, DLA

DoD is the single biggest consumer of energy in the U. S. The 2008 Defense Science Board Study on Energy and National Security, plus other major studies, showing that energy related DoD operational risks resulted in significant legislation in the FY 2009 Authorization Act, supported in the FY 2009 DoD Appropriations Act, that will place a much more centralized focus on DoD Fuels and Electricity costs and reliability of supply in DoD planning, programming, and budgeting. The session will explore the implications of these mandates including considering the “fully burdened cost of fuel” in DoD acquisition and operations planning and the implications of other energy planning mandates. Panelists will include Chris DiPetto (OUSD A&T), Brian Lally (OSD AT&L, Director of Facility Energy), and K.C. Healy (Director, Deloitte Consulting LLP- Federal Energy & Resources) 28 May, 1045-1200; NASBA Classification: Management Advisory Services; Level: Basic; 1.5 CPEs. Group Live Presentation.

75. Obtaining Value from ERP After Go-Live, with industry lessons
Tom Seymour, Principal, Deloitte Consulting LLP
Dena Grard, Senior Manager for SAP Financial Support Team Lead, Lockheed Martin
Ms. Amy Wolbeck, Senior Manager, Deloitte Services LP

Successful implementation of Enterprise Resource Planning (ERP) systems is critical across the Department of Defense. With the current focus on transformation and transparency, it is important for all areas of the DoD to have a solid understanding of their role in the success of these programs by understanding what works. Join us for an interactive session featuring a speaker from the private sector, who has successfully implemented large-scale ERP systems in her organization and can provide the DoD community with some insights and leading practices based on her experience. We will compare and contrast private sector and DoD experiences in identifying "what works" for ERP implementations. 29 May, 1400-1515; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPEs. Group Live Presentation.

76. The Impact of Government-wide Standards on DoD
Dianne Copeland, Director, Financial Systems Integration Office, GSA
Radha Sekar, Assistant Deputy Under Secretary of Defense (Comptroller), Financial Management, DoD, Office of the Secretary of Defense (Comptroller)

The Financial Systems Integration Office and CFO Council agency representatives have developed government-wide standards for core business processes, data elements, and accounting classification structure. The speakers will discuss why the standardization of these processes and data will improve the efficiency in the Federal government, and specifically the Department of Defense. 28 May, 1530-1645; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPEs. Group Live Presentation.

77. Analyzing Consolidated Financial Information
Mike Malwitz, Director, Product Strategy, Oracle

How large corporations consolidate Financial Information from across diverse companies within the corporations and a comparison to the DoD. This session will focus on what several of the large corporations do to consolidate financial information and how analysis of this information improves their business operations. 29 May, 1045-1200; NASBA Classification: Accounting; Level: Intermediate; Prerequisite: General knowledge of accounting principles; 1.5 CPEs. Group Live Presentation.

78. Looking Ahead to Audits: Upfront Planning for General PP&E and Inventory and Related Property GAAP Compliance
Robert Hart, Personal Property Remediation Team Lead, United States Coast Guard

The General PP&E and Inventory lecture will cover strategies, methodologies, and tips and tactics for handling the accounting of most types of Property in a Military and Federal accounting environment. Construction-in-Progress, Real Property, Personal Property, Logistics items (including Repairable Spares, OM&S, and Inventory), and Internal-Use Software will all be discussed w/an emphasis given to large acquisitions, including large acquisitions with multiple types of property purchased in a multi-appropriation, multiple appropriation year format. 28 May, 1045-1200; NASBA Classification: Accounting (Governmental); Level: Intermediate; Prerequisite: A general notion of property accounting in a federal environment, and a concept of financial statement assertions.; 1.5 CPEs. Group Live Presentation.

81. Budget Execution
William Fast, Professor of Financial Management, CDFM, DAU

This workshop examines how budget authority, provided by Congress through the appropriation process, is obligated and expended by the acquisition program office. Topics include: the apportionment process; the levying of taxes on programs (those imposed by law as well as by higher headquarters); fiscal laws; reprogramming thresholds and how they are applied to programs; and, the implications of goals set by OSD and Service for obligations and expenditures. The topic of DoD visibility into obligations and expenditures has been added as a bonus feature. 28 May, 0915-1030; NASBA Classification: Finance; Level: Basic; 1.5 CPEs. Group Live Presentation.

82. Earned Value and the Acquisition Program
Roberta Tomasini, DAU

This presentation will address the basic earned value concepts and how this relates to acquisition program management. Examples of earned value management usefulness will be presented as well as the March 2005 policy change. Lastly, analysis tips will also be discussed. 28 May, 1400-1515; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPEs. Group Live Presentation.

83. Financial Implications of Contracting for Acquisition Programs
Robert Gustavus, DAU

One-third of the budget authority (BA) provided in annual Defense Appropriations Acts is for the procurement and RDT&E appropriations. Most of that BA is obligated on contracts to conduct R & D efforts and for the production of usable end items of acquisition programs. Yet, many in the Defense financial management community are not familiar with financial implications of those contracts. This workshop will provide an overview of contracting for such acquisition programs. 28 May, 1045-1200; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPEs. Group Live Presentation.

84. Programming and Budgeting Policies for Acquisition Programs
Gerald Land, Professor, DAU

This workshop will address funding policies and exceptions to those funding policies as specified in the DoD Financial Management Regulation (DoD 7000.14-R), with emphasis on the application to DoD acquisition programs. 29 May, 0915-1030; NASBA Classification: Business Management and Organization; Level: Basic; Prerequisite: None; 1.5 CPEs. Group Live Presentation.

85. Responsible Fiscal Management in Acquisition Programs
William Fast, Professor of Financial Management, CDFM, DAU

This workshop reviews the new Defense Acquistion Management System (DoD Instruction 5000.02, 8 Dec 08) and how it has fundamentally changed the way acquisition programs think about cost, schedule, and performance. The workshop also provides tips on how to develop cost estimates, garner needed funds, and execute budgets in an era that demands greater fiscal responsibility. 29 May, 1045-1200; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPEs. Group Live Presentation.

86. Contract Closeout Issues
Rebecca Beck, Director Accounts Payable Acquisition, DFAS

Develop an understanding of the Contract Closeout process and the National Defense Authorization Act (NDAA) of 2004. Contract Closeout is much more than the final payment of the contract. It begins in the contract negotiation phase and its success is dependent on proper contract structure, effective administration and proper financial oversight. These steps promote fiscal responsibility throughout the life of the contract and facilitate judicious use of government funds. 28 May, 0915-1030; NASBA Classification: Finance; Level: Basic; 1.5 CPEs. Group Live Presentation.

87. Mastering the Requirements Roadmap to deliver greater performance for your service requirements.
Lyle Eesley, Director Learning Center of Excellence for Service Acquisition, DAU

The "Requirements Roadmap" provides a logical and systematic approach to developing performance based service requirements and business strategies. Understanding and mastering this process will enable acquisition teams to develop more focused requirements documents and acquisition strategies focused on needed mission results. 28 May, 1400-1515; NASBA Classification: Specialized Knowledge and Applications; Level: Intermediate; Prerequisite: None; 1.5 CPEs. Group Live Presentation.

88. What Do You Mean My Indirect Rates are Going Up? – Implications of a Contractor's Indirect Rate Increasing
Robert Gustavus, DAU

The majority of federal government contracts are cost reimbursable contracts where the contractor is paid all allowable costs. A significant portion of the allowable costs are indirect costs applied to contracts by means of indirect costs rates. These rates will change through out the various contract phases and government actions can cause a contractor’s indirect cost rates to increase. This presentation will address how the indirect cost rates differ depending on the phase of the contract and how the actions of the government can cause indirect rates to increase. Why a program office can experience increase costs because of actions taken on other programs will also be explained. Learning Points: (1) Understanding indirect costs and the impact on the total cost of a contract. (2) How indirect cost rates differ depending on the phase of the contract. (3) Be able to better explain costs increases due to factors outside the control of the program office. (4) Why requesting a special off-site rate might be a good thing to do. 29 May, 0915-1030; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPEs. Group Live Presentation.

92. Intro – National Security Personnel System
Brad Bunn, Program Executive Officer (PEO), National Security Personnel System (NSPS)

Workshop Description for B. Bunn The National Security Personnel System (NSPS) brings about the most sweeping changes in civilian personnel management since the 1978 Civil Service Reform Act. In April 2006, DoD began the phased implementation of the human resources provisions of NSPS with 11,000 DoD civilian employees in Spiral 1.1. By March 2009, approximately 206,000 civilian employees will work in the NSPS performance-based system. Mr. Brad Bunn, Program Executive Officer of NSPS, will provide an update on NSPS and share results from the last performance appraisal cycle and payout. He will also share some of the key outcomes and lessons learned. 28 May, 1045-1200; NASBA Classification: Personnel/HR; Level: Basic; 1.5 CPEs. Group Live Presentation.

93. NSPS – Making it Work for You
Josephine Davis, Director, SAF/FMPI

NSPS allows each employee the opportunity to directly influence his/her performance evaluation – and resulting pay increase. This session will give points on how to write objectives and accomplishments to maximize that opportunity. 28 May, 1530-1645; NASBA Classification: Personal Development; Level: Basic; Prerequisite: None; 1.5 CPEs. Group Live Presentation.

94. Educational Opportunities in DoD
 

The DoD provides exceptional financial management educational and professional development opportunities for its members offering both degrees and dollars. Representatives of the major financial management teaching institutions will provide program information and enrollment guidance to attendees. 29 May, 1530-1645; NASBA Classification: Personal Development; Level: Basic; Prerequisite: none; 1.5 CPEs. Group Live Presentation.

95. What the U.S. Military Could Teach Corporate America
Joe Robles, CEO, USAA

Quetsch Lecture: USAA CEO Joe Robles learned a lot on his way from draftee Army Private to Major General and Director of the Army Budget. He put those lessons to good use in a tumultuous 2008, his first year as CEO of the highly respected financial services company serving military families, and a year when other financial services companies didn’t fare so well. Find out what those lessons are and how they make a difference. 28 May, 0915-1030; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPEs. Group Live Presentation.

96. The Financial Report of the U.S. Government
Scott Bell, Senior Staff Accountant, Department of Treasury

The Fiscal Year (FY) 2008 Financial Report of the U.S. Government provides the President, the Congress, and the American people a comprehensive view of the Federal Government's finances – i.e., its financial position and condition, its revenues and costs, assets and liabilities, and other obligations and commitments. It also discusses important financial issues and conditions that may affect future operations. The FY 2008 Report gives particular emphasis to two key issues: the Government's response to the financial market crisis, and the Government's capacity to sustain the funding and pay the benefits of key social insurance programs, such as Social Security and Medicare. This workshop will feature an overview of the FY 2008 Report, including the related Citizen's Guide, and discuss some of the reporting challenges that the Government faces in the coming year. 28 May, 1400-1515; NASBA Classification: Accounting (Governmental); Level: Intermediate; Prerequisite: General Knowledge of Accounting Principles; 1.5 CPEs. Group Live Presentation.

97. Introduction to CDFM Program
Richard Arns, RJA Accounting Service, Inc.

This workshop is intended to provide an overview of the CDFM program, the Enhanced Defense Financial Management Training Course (EDFMTC), and the benefit/requirement for certification within the services. This workshop is NOT intended to prepare you for the CDFM exams. 29 May, 1045-1200; NASBA Classification: Business Management and Organization; Level: Basic; Prerequisite: None; 1.5 CPEs. Group Live Presentation.

98. Joint Basing — The Way Ahead
Kenny Weldon, Associate Director of Joint Basing, ODUSD(I&E)
Joseph Draudt, Senior Budget Analyst, OUSD(Comptroller)

BRAC law requires the realignment of 26 bases into 12 joint bases by 2011. Implementing joint basing presents the Services with a significant opportunity to not only improve but also streamline installation operations and management. The workshop will address the key issues facing leaders at both the installation and headquarters levels, with a focus on the implementation of common standards and the associated impacts to manpower, financial, and organizational decisions at joint installations. 29 May, 0915-1030; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPEs. Group Live Presentation.

99. Defense Financial Management – Lessons Learned from Australia
Steve Wearn, Chief Finance Officer, Australian Defence Materiel Organisation (DMO)

The Australian Defence Materiel Organization (DMO) is responsible for the procurement of military equipment and the ongoing sustainment support to the Australian Defence Force (ADF). This workshop will outline the financial reform and the lessons learnt that has transformed the DMO in to a separate financial entity to The Australian Defence Dept, complete with unqualified financial statements and compliance with the Australian equivalent to International Accounting Standards. 28 May, 1400-1515; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPEs. Group Live Presentation.

100. Banking/Credit Union Liaison Officer Training
Kelly Mizell, Financial Analyst, DFAS
Mike Bilbrey, Air Force Banking Officer, SAF/FMP
Mike Miller, Contractor, OASN(FM&C) FMO
Marocco Roberts, US Army Banking Officer, USAFINCOM
Lessie Shuler, Staff Accountant, ASN(FM&C) (FMO)

To provide Banking/Credit Union Liaison Officer training based on the DoD Banking/Credit Union Liaison Officer Desktop guide and the DODFMR Volume 5, Chapter 34. Learning Points: Operating agreements; Solicitation Process; Advertising on US Installations; 95 Percent Rule. Level: Basic. NASBA Classification: Specialized Knowledge and Applications 1.5 CPEs. No Prerequisite. Group live presentation. 29 May, 1045-1200; NASBA Classification: Finance; Level: Basic; Prerequisite: None; 1.5 CPEs. Group Live Presentation.

101. Expeditionary Auditing, Organizing, and Doing
Pat Fitzgerald, The Army Auditor General, U.S. Army

This workshop will explore the unique opportunities and challenges of auditing in a Wartime environment. The discussion will include audit results, lessons learned and changes that were implemented.

28 May, 0915-1030; NASBA Classification: Auditing; Level: Basic; 1.5 CPEs. Group Live Presentation.

102. ASMC/GT 2009 Survey – Survey of Senior Financial Officers
Lou Crenshaw, Executive Director, Grant Thornton LLP
John Argodale, Deputy Assistant Secretary of the Army (Financial Operations), OASA(FM&C) Charles Cook, Assistant Deputy Commandant, Programs and Resources (Fiscal), USMC
Audrey Davis, Deputy Assistant Secretary of the Air Force (Financial Operations), SAF/FMP
Mark Easton, Deputy Assistant Secretary of the Navy (Financial Operations), OASN(FM&C)FMO
Linda Meadows, Comptroller, Office of Naval Research

This workshop presents the results of an on-line survey of ASMC members and in-person interviews of DoD financial executives about topics of critical importance for DoD. It will disclose their views on the likely impact of budget cuts, the progression of ERP initiatives, the current state of the FM workforce, and their views on the drive for a clean audit opinion. Our panel will discuss the differences between the views and expectations of executives and the field-level workforce. Learning points: (1) How will budget cuts affect DoD, (2) Do executives and the workforce differ on their assessment of ERP progress, (3) Is the workforce trained and ready to handle the workload associated with a budget squeeze, (4) Is a clean audit opinion worth the effort. 28 May, 1530-1645; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPEs. Group Live Presentation.

103. The Chief Financial Officer Academy – Developing Strategic Leaders in Financial Management
Ricardo Aguilera, DoD Comptroller Chair, CFO Academy/National Defense University
Gary Maupin, CFO Council Chair, CFO Academy

This workshop provides an introduction to the National Defense University's CFO Academy. The workshop will serve as an overview of the Academy's curriculum, certificates, and future projects. 29 May, 1400-1515; NASBA Classification: Business Management and Organization; Level: Advanced; Prerequisite: GS-13/O-4 and above attendance; 1.5 CPEs. Group Live Presentation.

105. Expeditionary Support: DFAS at War
Tim Kuhl, Director, Expeditionary Support Organization, DFAS

How DFAS is supporting the Army components in SWA. The initiatives currently underway to reduce cash on the battlefield and retrograde functions back to CONUS. Also, what it is like to be a deployed DoD civilian in a combat zone. 29 May, 1400-1515; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPEs. Group Live Presentation.

106. Recent FASAB Decisions
Wendy Payne, Executive Director, Federal Accounting Standards Advisory Board
Donjette Gilmore, Acting Associate Deputy Chief Financial Officer, Office of Under Secretary of Defense (Comptroller)

The Federal Accounting Standards Advisory Board is actively pursuing several major projects including estimating the historical cost of property, plant and equipment, evaluating existing standards, and the reporting model. In addition, implementation guidance is being developed to address the most intractable implementation issues relating to PP&E. Participants will learn of the board's progress and future plans. 29 May, 0915-1030; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPEs. Group Live Presentation.

107. DoD/State Partnership: Learn About an Increasingly Important Relationship
CANCELLED 108. DoD-wide Perspectives on Strategic Human Capital Management for the Financial Management Community
Sandra Gregory, Special Assistant to the USD(Comptroller)/CFO

This workshop will discuss the DoD Strategic Human Capital Management Plan as it pertains to the Financial Management workforce. Discussion of the DoD Human Capital Strategy may include workforce forecasting, demographic analysis and trends, competency assessment, strategy development, readiness and talent index sustainment, and succession planning. This workshop will discuss possible approaches to developing and retaining a highly skilled, competitive RM/FM workforce for the next generation and the challenges in managing the overall Financial Management community. The workshop will also discuss how DoD will work with the Services and Defense Agencies to resolve these issues. 29 May, 1400-1515; NASBA Classification: Personnel/HR; Level: Basic; 1.5 CPEs. Group Live Presentation.

109. The Buck Stops Where?
Fran Machina, Program Manager, CACI, Inc

A light-hearted presentation highlighting the power and influence of resource managers. 29 May, 1400-1515; NASBA Classification: Personal Development; Level: Basic; 1.5 CPEs. Group Live Presentation.

110. Knowledge Management in the Department of Defense
David Hoopengardner, Chief Knowledge Officer, SAF/FM
Jo-Ann Hague, Organization Development Strategist (Web-Based Communities), Air Force Knowledge Now / FM Knowledge Management

This workshop will present information on the Knowledge Management programs throughout the Department of Defense, to include the joint arena and each of the service's programs. The workshop will also cover current Web 2.0 topics such as the use of wikis, blogs, and other social networking tools. This workshop is currently being presented as part of the curriculum at the Defense Financial Management and Comptroller School (DFM&CS), Maxwell AFB, Alabama. 28 May, 1400-1515; 29 May, 1530-1645; NASBA Classification: Personal Development; Level: Basic; Prerequisite: None; 1.5 CPEs. Group Live Presentation.

111. Web 2.0 to Enterprise 2.0 and the Impact on the Workplace
Mark Oehlert, Innovation Evangelist, DAU

Call it "Web 2.0" or "social media" – whatever you call it, it's coming and it will change how we conduct learning and training. Everything from design to development and delivery will be impacted by these new tools and technologies. The potential for these tools to dramatically impact your organization is huge – the trick is that their challenges are not technical or even financial but cultural and organizational. This session will help you understand: How these tools can be employed to help you do your job better How these tools can be employed to turn your learners into contributors What the most powerful/popular tools are available today How to keep pace with the increasingly rapid pace of change in this area What the cultural and organizational challenges are associated with these tools/technologies 29 May, 1045-1200; NASBA Classification: Communications; Level: Basic; 1.5 CPEs. Group Live Presentation.

112. Citizen-Centric Reporting Applied to Federal Agencies and Departments
Bobby Derrick, AGA Field Representative, AGA

In January 2008 AGA commissioned the first in a series of annual surveys of public attitudes toward government transparency and accountability. The results revealed deep dissatisfaction among the American public with both the availability of government financial information and the way it is delivered to the people. If your organization is interested in an economical and straightforward way to deliver information to your customers you won't want to miss this session! AGA's "Citizen-Centric Reporting" tool is available for governmental units to adopt and produce focused, four-page reports of results to all interested parties. Learn about the theory and practice of citizen-centric reporting — with plenty of examples in this exciting and fast-paced session. The US Coast Guard and the USD(Comptroller) have issued these reports and we expect other DoD organizations to follow. 28 May, 1045-1200; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPEs. Group Live Presentation.

113. How Financial Operations Managers Can Use SOA to Accelerate Mission Results
Rich Reba, Director, CSC SOA Center of Excellence, Federal Consulting Practice, USA

This session provides an overview of using Service Oriented Architecture principles to develop a business driven strategy for identifying and optimizing service candidates in support of achieving mission results. The session focuses on the necessary interaction between business (customers and service providers) and IT professionals to develop optimal uses of SOA techniques. As a result of this session, attendees will have a better understanding of how to operationalize SOA to achieve their agency mission. 28 May, 1530-1645; NASBA Classification: Management Advisory Services; Level: Basic; 1.5 CPEs. Group Live Presentation.

114. Creating Interactive Data with XBRL
Joseph Kull, Director, PwC
Mike Willis, Partner, PwC

XBRL is a four letter word that everyone can use. It stands for eXtensible Business Reporting Language and it's purpose is to tag business information so it can be moved over disparate systems. It is being globally adopted, and the US SEC recently jointed a long list of international organizations that is requiring financial information to be reported using XBRL. This session will provide an overview of XBRL, how it works, and how it could help DoD bring together data from many different systems for better management. 28 May, 1045-1200; NASBA Classification: Accounting; Level: Basic; 1.5 CPEs. Group Live Presentation.

115. Troubled Asset Relief Program (TARP)
Tim Morgan, Partner, PwC
Fred Selby, Deputy Chief Financial Officer, Office of Financial Stability, Department of Treasury

In furtherance of its mission to ensure the safety and soundness of the US financial system, and to implement the Emergency Economic Stabilization Act of 2008 (Act), the Treasury established a program to purchase and insure a variety of troubled asset, the TARP. By acquiring, managing, and orderly liquidating the troubled assets over time, the Treasury seeks to improve the capital positions of financial institutions, reduce risk premiums in the market, improve liquidity and credit extension in the financial system, increase investor confidence, and provide market participants with more price transparency. In connection with the establishment of the TARP, the Treasury has developed a robust internal control program to document, assess and test internal controls; designed a governance model for internal risk; established policies and procedures to manage enterprise-wide internal risk; and instituted internal and management control procedures across the OFS, to assure program and administrative responsibility to minimize fraud, waste, and abuse are achieved as prescribed in OMB Circulars A-123 and A-130, Treasury Directives, and other internal control procedures. 28 May, 1045-1200; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPEs. Group Live Presentation.

116. Comptroller Office of the Future
James Stockmal, Senior Manager, Strategy, Process, and Transformation Solutions, BearingPoint
Arthur Coleman, Managing Director, BearingPoint Vincent Dennis, Managing Director, BearingPoint
Linda Meadows, Comptroller, Office of Naval Research

In this session we will discuss why the comptroller organization must be transformed faster than the current pace underway in order to be able to deliver critical financial management services as 100’s of millions of dollars of “belt tightening project savings” start showing up in the operating environment (management systems and workforce reductions), let alone an ability to adequately and accurately cost out/budget for future weapon systems. We will include a panel of Transformation leaders and FM Comptroller staff from the OSD, Army, Navy and Air Force to share a vision of this future operation and the required capabilities. Our discussion will cover key issues such as the following: • Shifting from a backward-to a forward-looking approach through financial, performance and risk information analysis in order to better project future program performance • Moving the CFO organization form a reactive, compliance focus to a tactically and strategically collaborative position with leaders of other agencies and departments • Enhancing the alignment and agility of CFO organizational resources to support agency and program missions most effectively • Integrating financial and performance measurements to more tightly link planning, budget formulation and execution Our panelists will share lessons learned and best practices from their experience leading change in their organizations. 29 May, 1400-1515; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPEs. Group Live Presentation.

117. Ethics, Integrity, and Moral Courage
Dave Berg, Director Defense Programs, Whitman School of Management, Syracuse University

We must never take ethics for granted in defense financial management. In this workshop, taught by an experienced defense financial manager and an experienced instructor, you will hear and discuss what constitutes an ethical organization and how you can create one. You will discuss what circumstances require moral courage and how you can achieve that courage. Also learn and discuss how you can help others grasp and display moral courage. Please come to this workshop prepared to discuss some difficult but critical issues for defense financial managers. 29 May, 0915-1030; NASBA Classification: Behavioral Ethics; Level: Basic; 1.5 CPEs. Group Live Presentation.

118. COCOM Resource Management in the Smart Power Era
Todd Schafer, Executive Director of Resources and Assessments, United States Southern Command
Heidi Grant, Director of Resources, USAFRICOM
Mark Peterson, Chief Financial Officer, USSOCOM/SOFM
Barbara Sisson, Director, Resources and Analysis, USCENTCOM/CCJ8

The unified combatant commands (COCOMs) manage U.S. military operations worldwide under direction from the President and the Secretary of Defense. In this workshop, senior COCOM resource leaders discuss the adaption of COCOM resource management organizations to the smart power concept, which contemplates the balanced use of diplomatic and military instruments of national power and emphasizes interagency and partnership operations. The workshop includes a briefing followed by a panel discussion with a questions and answers period. 28 May, 0915-1030; NASBA Classification: Finance; Level: Basic; 1.5 CPEs. Group Live Presentation.

121. Roadmap for Becoming a Civilian Senior Leader
Steve Herrera, Deputy Director of Financial Management, Air Armament Center
John Argodale, Deputy Assistant Secretary of the Army (Financial Operations), OASA(FM&C) Jerry Hinton, Director, Information & Technology, DFAS
Linda Meadows, Comptroller, Office of Naval Research
Ms. Audrey Davis, Deputy Assistant Secretary of the Air Force (Financial Operations)

In this workshop, you will hear from a panel of highly successful FM leaders from each of the military departments and DFAS. They will talk about how they succeeded as defense financial managers and will suggest how you can shape a successful career. 28 May, 0915-1030; NASBA Classification: Personal Development; Level: Basic; 1.5 CPEs. Group Live Presentation.

122. What Newer Professionals Should Know about Defense Financial Management
Dick Reed, Team Leader, FM Professional Development, Office of the Assistant Secretary of the Navy (FM&C)
Diana Benoit,DFAS Leaders in Motion Program Coordinator
Wesley Breeding, Director, Workforce Management, SAF/FMPW
Terry Placek, Chief, Comptroller Proponency Office, HQDA OASA(FM&C)

This workshop will begin with a brief presentation about how to get started on the right foot in this profession, but the but the main focus will be on answering your questions. A panel of experts on the FM workforce (from the Army, Navy, Air Force, and DFAS) will be available to answer your questions. Questions will be solicited in advance from those who sign up for the workshop and will also be accepted from the floor. 29 May, 1045-1200; NASBA Classification: Personal Development; Level: Basic; 1.5 CPEs. Group Live Presentation.

123. Mini-Course – Fundamentals of Project Management
Kelly Griffith, Associate, Booz Allen Hamilton

Did you ever find yourself managing a project in addition to your financial management duties? Would you like to know more about how to manage projects? This workshop is designed to expose attendees to Project Management Fundamentals while incorporating practical knowledge that can be immediately applied in the real world. The focus is on core PM concepts, tools, and techniques. You will be introduced to the role of a Project Manager along with how to define project success. There are four key points of focus: (1) Gain insight in to the demanding and often misunderstood role of the PM; (2) Ability to transfer value added knowledge to your team; (3) Understand the business need and how project success is ultimately measured; (4) With limited time and competing priorities, where should a PM focus their attention. 29 May, 1400-1645; NASBA Classification: Management Advisory Services; Level: Basic; 1.5 CPEs. Group Live Presentation.

124. Economics for Everyday Life
Glenn Rivera, Financial Analyst, Financial Management Center of Expertise

Economics for Everyday Life is a brief introduction to basic economic principles. It covers topics such as: What is the Economy?; Communism vs Capitalism; Economic Assumptions; Cost/Benefits of Public Expenditures and GDP. The briefing is given in an informal "classroom" type style and is open for questions throughout the briefing. 28 May, 1530-1645; NASBA Classification: Economics; Level: Basic; 1.5 CPEs. Group Live Presentation.

125. Leading Successful Group Decisions: 10 Tips for Financial Managers
Tony Hardin, Director of Operations, Acuity Consulting, Inc.
James Short, Director of Business Development, Acuity Consulting, Inc.

Regardless of the level, financial managers play a leading role in the group decision-making process. If there is no focused decision-making process, the competition for shrinking resources can become quite emotional and precious time is wasted. Managing the strategic alignment of goals and priorities with investments in people, projects, and day-to-day operations is challenging. Having an accurate, repeatable, and transparent process for decision making, even when the drivers are subjective, is critical. From a financial manager's perspective, this workshop walks through 10 important tips (with specific examples) for leading successful group decisions. 29 May, 0915-1030; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPEs. Group Live Presentation.

126. Advanced FM Microsoft Desktop Toolset
Ed Fritts, Senior Systems Financial Analyst, Teksouth Corp

This workshop features FMer training other FMers on complete use of desktop tools, to include Microsoft ACCESS, EXCEL, and PowerPoint. We will feature how Microsoft Office tools help develops Army, Navy, Air Force, etc… Analytical Tools to include PowerPoint briefings, Pivot Tables, and power of EXCEL. Our goal is share with you how other FMers IDEALS has made a difference throughout the DOD. One Ideal can be shared and used by many. 28 May, 0915-1030; 29 May, 1530-1645; NASBA Classification: Finance; Level: Intermediate; Prerequisite: Basic Knowledge of Microsoft Office; 1.5 CPEs. Group Live Presentation.

127. How to Write Right
John Kline, Distinguished Professor of Leadership, Troy University

Is your writing clear and crisp? Does it communicate? Does it get the results you want? After this fast-moving and informative presentation you will be more confident about your writing ability. Dr. Kline will teach you how to avoid passive voice and other hindrances to effective writing. You will learn the ABCs of writing effectively. 28 May, 1045-1200; NASBA Classification: Personal Development; Level: Basic; 1.5 CPEs. Group Live Presentation.

128. Mini-Course – Motivation through Communications – A Briefing Skills Presentation
Thomas Mauriello, National Security Agency

Aristotle once said, "It is not enough to know what to say…One must know how to say it." With this in mind, how we communicate and get our message out to our customers is vital to the success of our programs. Tom Mauriello will present an entertaining outlook on "…how to say it." He will highlight many of the briefing skills and tools taught in his MOTIVATION THROUGH COMMUNICATIONS – BRIEFING SKILLS SEMINAR, originally developed by him for security awareness professionals in the intelligence community. Over the past 20 years, Mr. Mauriello has presented his message to hundreds of government professionals, as well as members of the academic community and private industry. 28 May, 1400-1645; NASBA Classification: Communications; Level: Basic; 3 CPEs. Group Live Presentation.

129. Leadership Philosophies for Success – The Dirty Dozen!
LC Williams, Associate Director, Human Resources Directorate, National Business Center /Department of the Interior

This workshop is very humorous with a powerful message on developing the right attitude to be successful in life. Mr. Williams provides 12 leadership traits to help develop a strong work ethic, commitment, and team approach to motivate and change human behavior to achieve positive results at the personal and professional level. Driven by a passion and belief that every individual has unlimited potential and can accomplish amazing feats when properly focused, Mr. Williams designed this workshop to inspire audiences to have a greater vision of themselves and what they can become. He believes there’s a leader in all of us…just waiting to be awakened. This workshop moves attendees to higher performance and a more positive approach to many areas. 29 May, 1400-1515; NASBA Classification: Personal Development; Level: Basic; Prerequisite: none; 1.5 CPEs. Group Live Presentation.

130. The Unspoken Dialogue: Nonverbal Communication as a Second Language©
Bob Hawkins, Professor Emeritus, Adult Studies Program, Virginia Wesleyan College

Researchers believe that as much as 93 percent of all human communication may be nonverbally transmitted and received. Human communication involves a complex exchange of messages. In this session we will define nonverbal communication and discuss it relevant to two types of messages: intentional and unintentional. We will cover the implications and impact of nonverbal messages in a variety of contexts: home, business, and the workplace. 28 May, 1530-1645; NASBA Classification: Communications; Level: Basic; 1.5 CPEs. Group Live Presentation.

131. Getting Off Your Buts: Achieving Personal and Professional Success through Motivation©
Bob Hawkins, Professor Emeritus, Adult Studies Program, Virginia Wesleyan College

Do you have excuses, roadblocks, illusions, and distractions that are keeping you from experiencing success, happiness, peace, prosperity, and achievement in your personal or professional life? Most people know exactly what they want in life, but they turn right around and do the things that take them in the opposite direction. In this session we will discover why, and gain an understanding about how to achieve personal and professional success through this thing called motivation. 29 May, 0915-1030; NASBA Classification: Personal Development; Level: Basic; 1.5 CPEs. Group Live Presentation.

132. Dealing With Conflict in Organizations©
Bob Hawkins, Professor Emeritus, Adult Studies Program, Virginia Wesleyan College

Designed to be entertaining but with a serious undertone; this session is about how leaders and followers deal with conflict in the organization. Can we recognize conflict? Do any of us even notice how it is really handled? The answers to these questions can tell a lot about how effectively people perform in order to achieve the organization’s mission. Unfortunately, the word "conflict" conjures up a range of impressions, including disagreement, disharmony, opposition, fighting and even warfare. These are all things that people generally like to avoid. This session is about how to recognize and deal with conflict in organizations as well as how and why conflict is not necessarily a bad thing either. 29 May, 1400-1515; NASBA Classification: Personal Development; Level: Basic; 1.5 CPEs. Group Live Presentation.

133. Ramping Up For Retirement
Joseph Montanaro, Financial Planner, USAA

USAA Financial Planner, Joseph Montanaro, discusses a wide range of personal finance topics with an eye on making smart decisions and taking the right steps as you prepare for retirement in this difficult economic environment 28 May, 1530-1645; NASBA Classification: Finance; Level: Basic; 1.5 CPEs. Group Live Presentation.

134. Resume Writing for Government Jobs
James Walker, Counselor, Serco-na

Learn from a resume expert how to craft a resume that maximizes your chances of getting a good government job. This workshop will discuss what information you should include and how to present the information. The workshop will take into account the requirements of the Resumix system. The workshop will present examples of effective resumes, and there will be time for you to ask questions about best approaches. Participants are encouraged to bring a copy of their Resumix, resume, or application. 29 May, 1530-1645; NASBA Classification: Personnel/HR; Level: Basic; 1.5 CPEs. Group Live Presentation.

135. Resume Writing for Public Sector Jobs
James Walker, Counselor, Serco-na

Learn from a resume expert how to create a resume that maximizes your chances of getting a good job with a private sector firm. This workshop will discuss what information you should include and how to present the information. The workshop will present examples of effective resumes, and there will be time for you to ask questions about best approaches. Participants are encouraged to bring a copy of their resume if they have one. 29 May, 1045-1200; NASBA Classification: Personnel/HR; Level: Basic; 1.5 CPEs. Group Live Presentation.

136. Beyond a Clean Desk: Taking Charge of Your Work Life
Julia Anderson, Executive Director, Financial Management Programs, Management Concepts

Tired of feeling overwhelmed by your inbox, your email, constant interruptions and shifting priorities? Come to this session and apply techniques immediately to help you gain command of your workday, make you more effective and successful at work, and give you a great sense of control over your time and your life. 28 May, 0915-1030; NASBA Classification: Personal Development; Level: Basic; 1.5 CPEs. Group Live Presentation.

137. Practical Tips for Managing People and Processes
John Kline, Distinguished Professor of Leadership, Troy University

Leadership without management is vision without fulfillment. Leaders may set the direction, but managers get the job done by effectively managing people and processes. Listen as a former SES gives practical tips for managers. 28 May, 1530-1645; 29 May, 1400-1515; NASBA Classification: Personal Development; Level: Basic; 1.5 CPEs. Group Live Presentation.

138. Negotiating Techniques for Personal and Professional Success
Leon Young, President, Leon Young Seminars

This session will address the role that negotiations play in the workplace. The ability to negotiate is an essential skill. The techniques of negotiating are discussed as well as well as the methods of negotiating. Negotiating techniques are used with our supervisors, staff, and colleagues. We use these skills to effectively communicate, to resolve conflict, to advance our careers, and to deal with our customers. You will learn how to become more skillful and more collaborative through the negotiating process. 29 May, 1045-1200; NASBA Classification: Personal Development; Level: Basic; 1.5 CPEs. Group Live Presentation.

139. Communication Skills for Today's Workplace
Leon Young, President, Leon Young Seminars

The ability to communicate is one of the most important skills in today's workplace. This session will address listening skills and the questioning skills. The role of logic and emotions in communication and the various styles of communication will be discussed. Your responsibility in effective communications will be addressed and your questions will be answered. 29 May, 1530-1645; NASBA Classification: Communications; Level: Basic; 1.5 CPEs. Group Live Presentation.

140. Preparing for Retirement Under FERS
Bob Braunstein, Federal Retirement and Benefits Consultant/Instrucor, National Institute of Transition Planning

Information about FERS annuities, FERS Supplement, FEHB, FEGLI, TSP, Medicare and Social Security 29 May, 1045-1200; NASBA Classification: Personnel/HR; Level: Basic; 1.5 CPEs. Group Live Presentation.

141. Preparing for Retirement Under CSRS
Bob Braunstein, Federal Retirement and Benefits Consultant/Instrucor, National Institute of Transition Planning

CSRS Retirement annuities, FEHB, FEGLI, Medicare and Social Security 29 May, 1530-1645; NASBA Classification: Personnel/HR; Level: Basic; 1.5 CPEs. Group Live Presentation.

142. Chip and Dave's Excellent Leadership Adventure
Dave Weinberg, Chip and Dave's Excellent Leadership Adventure, DaveSpeak
Chip Fulghum, Director, Financial Management and Comptroller, HQ AETC/FM

This workshop offers a unique and entertaining leadership perspective from two senior officers on their relationship and how it evolved. Discussion centers around key leadership, mentorship, relationship and friendship lessons that happened along the way. Motivational talk provides insight into how relationship developed and what were the key lessons each learned from it. Provides a reminder that no one is fully developed professionally and how we all have more to learn. 28 May, 1045-1200; NASBA Classification: Personal Development; Level: Basic; 1.5 CPEs. Group Live Presentation.

143. Taking Care of People
Dave Weinberg, Mr, DaveSpeak

Taking Care of People…The resource that really matters is people. You know we have to take care of people, but do you really know what that means? The challenges of today make it more important than ever, so listen, learn and laugh with this high-energy presentation that will leave you wanting more! This workshop (presented by a former Air Force FM Colonel) gives you his list of what it means to take care of people in an energetic, anecdotal, real life approach…and challenges you to do it better. 29 May, 1530-1645; NASBA Classification: Personal Development; Level: Basic; 1.5 CPEs. Group Live Presentation.

144. Taking Care of Customers
Dave Weinberg, Taking Care of Customers, DaveSpeak

Customers are people too…and if you think about it, they are the reason you exist! But when has anyone ever trained you to deal with them? Take a moment to learn some elements of what it means to take care of customers with more stories and more energy that'll give you something to think about! 29 May, 0915-1030; NASBA Classification: Personal Development; Level: Basic; 1.5 CPEs. Group Live Presentation.

145. The Opportunity in Front of You
Chip Fulghum, Director, Financial Management and Comptroller, HQ AETC

The Opportunity in Front of You – journey of one senior leader, frank conversation of the mistakes made, the lessons learned and based on those lessons and experiences the keys to success for each person. Individuals will walk away with keys to developing people, building trust and cultivating relationships, communicating more effectively and learning how to make things better in your organization! Individuals will walk away motivated to make a difference in their organization each and every day. Briefing is both humorous and entertaining while getting a very important message across…don't waste the opportunity you have to make a difference. 28 May, 1530-1645; NASBA Classification: Personal Development; Level: Basic; 1.5 CPEs. Group Live Presentation.

146. Emotional Intelligence for Turbulent Times
Cathy Kreyche, Director of Communications, Management Concepts

In stressful times and situations, we can find ourselves responding in predictable – and not always helpful – ways to coworkers, reports, supervisors, and those closest to us. This session will help you identify ways to develop your “emotional intelligence” and give you greater flexibility and more options for relating positively to both yourself and others. 28 May, 1400-1515; NASBA Classification: Personal Development; Level: Basic; 1.5 CPEs. Group Live Presentation.

147. Are You Listening?
John Kline, Distinguished Professor of Leadership, Troy University

Listening is the communication skill most critical to success. Dr. Kline's books and articles on listening have been used throughout DOD; and his Effective Listening book is widely read and used by colleges and corporations. Come participate in this informative, entertaining and motivating presentation; leave knowing ways to be a better listener on the job, at home and in the community. 29 May, 1045-1200; NASBA Classification: Personal Development; Level: Basic; 1.5 CPEs. Group Live Presentation.

150. National Council Meeting
 

Chapter Presidents or their designated representative should attend. Further information on this session will be emailed directly to all chapters in May. 28 May, 1400-1515;

151. Twenty-five Ideas for a More Dynamic ASMC Chapter
Jennifer Sizemore, Associate Director for Membership and Chapter Development, ASMC HQ

The social, professional and economic drivers which gave birth to our chapters have been stymied by other barriers that have arisen in the past decade. Come to this session and explore ways to overcome these barriers and have a more dynamic chapter. 29 May, 1530-1645;