PDI Workshop Descriptions

/PDI Workshop Descriptions
PDI Workshop Descriptions2018-07-17T16:31:16+00:00

For a spreadsheet of PDI breakout sessions, download the PDI 2010 Workshop Matrix in MS Excel or download the Matrix in Zip format. The matrix is formatted to print on one 8 1/2 x 11 sheet of paper. If you would like to modify it for your personal needs, save the file to your hard drive and edit the file in Microsoft Excel. To print a catalog of the descriptions below, highlight the text, copy/paste into a new file in Microsoft Word and save file to your hard drive.

View Service Day Descriptions



1. High-Level Review of CDFM Exam – Module 1 (Resource Management Environment)
Joe Mullane, Col, USMC (Retired), Mullane Business Associates
Milo R. Hall, EDFMTC Instructor, ASMC

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) Personnel Management, (3) Manpower Management, and (4) Management’s Responsibility for Internal Control. TEXTBOOKS WILL NOT BE PROVIDED.  Instructors will use the October, 2009 version.  This preconference session is an additional fee of $115. 31 May, 0800-1700; 1 Jun, 0800-1700; NASBA Classification: Finance; Level: Basic; 8 CPE. Group Live Presentation.

2. Review of CDFM Exam – Module 2 (Budget and Cost Analysis)
Ron Davidson, Instructor, ASMC
Doug Atkins, President, Professional Government Training and Education, Inc.

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. TEXTBOOKS WILL NOT BE PROVIDED.  Instructors will use the October, 2009 version.  This preconference session is an additional fee of $115. 31 May, 0800-1700; NASBA Classification: Business Management and Organization; Level: Basic; 8 CPE. Group Live Presentation.

3. High-Level Review of CDFM Exam – Module 3 (Accounting and Finance)
Ron Davidson, Instructor, ASMC
Doug Atkins, President, Professional Government Training and Education, Inc.

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. TEXTBOOKS WILL NOT BE PROVIDED.  Instructors will use the October, 2009 version.  This preconference session is an additional fee of $115. 1 Jun, 0800-1700; NASBA Classification: Business Management and Organization; Level: Basic; 8 CPE. Group Live Presentation.

4. Review of CDFM Exam – Module 4 (Acquisition)
Richard J. Arns, President, RJA Accounting Services, Inc.
Professor Gerry Land, CDFM-A, Professor, DAU

This two-day 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. For Module 4 (Acquisition) sessions, text books will be provided. This preconference session is an additional fee of $375. 31 May, 0800-1700 and 1 Jun, 0800-1700; NASBA Classification: Business Management and Organization; Level: Basic; 16 CPE. Group Live Presentation.

5. Speed Mentoring
John Raines, ASMC Special Projects, ASMC National Headquarters

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. 1 Jun, 1430-1545; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation.

7. Microsoft Office 2010 Tips and Tricks
Ed Fritts, Senior Financial Systems Analyst, Teksouth Corp
Russ DeMoss, Senior Financial Systems Analyst, Teksouth Corp

We’ll share with you the new capabilities Office 2010 will provide. The new release coming out early summer will provide the FM world faster and better tools. 1 Jun, 1100-1215; NASBA Classification: Finance; Level: Intermediate; Prerequisite: General knowledge of Microsoft Applications; 1.5 CPE. Group Live Presentation.

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

We'll show you new ways to Navigate: Templates and Training; New Features and Capabilities and Macros and Common Formulas. 1 Jun, 1245-1400; NASBA Classification: Finance; Level: Intermediate; Prerequisite: General Knowledge of Microsoft EXCEL; 1.5 CPE. Group Live Presentation.

9. Microsoft Office PowerPoint Tips and Tricks
Ed Fritts, Senior Financial Systems Analyst, Teksouth Corp
Russ DeMoss, Senior Financial Systems Analyst, Teksouth Corp

We'll share with you many tips to include but not limited to print, email, etc. in a live PowerPoint show. 1 Jun, 1430-1545; NASBA Classification: Finance; Level: Intermediate; Prerequisite: General Knowledge of Microsoft PowerPoint; 1.5 CPE. Group Live Presentation.

12. Current Budget Issues
John Roth, Deputy Comptroller, USD(C)
Maj Gen Al Flowers, Deputy Assistant Secretary of the Air Force (Budget), SAF/FMB
Kathleen S. Miller, Acting Director, Army Budget, US Army
RDML Joe Mulloy, Deputy Assistant Secretary of the Navy for Budget (FMB), SECNAV
Caral Spangler, Fiscal Director, USMC

This session will provide an overview of the themes and issues related to the FY 2011 Defense Department budget request. It will highlight the interrelationship of the base budget to the Overseas Contingency Operations budget. Speakers will address any challenges in executing the current FY 2010 budget. Finally, the session will include discussion of potential changes to federal and Defense budget policies and procedures. 3 Jun, 1045-1200; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation.

13. The 111th Congress and the DoD Budget
John Roth, Deputy Comptroller, USD(C)
Blaine F. Aaron, Deputy Under Secretary of Defense, Comptroller (Budget and Appropriations Affairs), Office of the Under Secretary of Defense, Comptroller

This session will provide an overview of the current Congress to include an explanation of the role of Congress in the authorization and appropriation process. In particular, it will focus on the Defense Department budget and the political context the Defense Department finds itself in. Discuss the FY 2011 budget process, the current status of the congressional budget review, and the major political issues that will affect the final Defense Authorization and Appropriation Acts. 4 Jun, 1045-1200; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation.

14 A/B. Mini-Course – Introduction to Working Capital Funds
John Reifsnyder, Instructor, Graduate School

This mini-course provides instruction on the Basic WCF concept to include history, cost accounting concepts, organizations utilizing WCF, and relationship with General Funded organizations. 4 Jun, 0915-1200; NASBA Classification: Accounting; Level: Basic; 3 CPE. Group Live Presentation.

15. Current Issues in Defense Working Capital Fund (DWCF)
Gretchen Anderson, Director for Revolving Funds, Office of the Under Secretary of Defense (Comptroller) P/B
Thomas Meredith, Senior Budget Analyst, Revolving Funds Directorate, OUSD(C)
John Raisigel, Senior Budget Analyst, Revolving Funds Directorate, OUSD(C)
Stewart Petchenick, Staff Accountant, OUSD(C)

Emerging issues for the Department's quasi-business activities. 3 Jun, 1045-1200; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.

16. Current Issues in Cost Analysis
Kathy Watern, Associate Deputy Assistant Secretary of the Air Force (Cost and Economics)
Stephen T. Bagby, Deputy Assistant Secretary of the Army (Cost & Economics), Office Assistant Secretary of the Army (FM&C
)

This workshop will focus on recent accomplishments, current initiatives and challenges in the Air Force and Army cost analysis and estimating arena. 3 Jun, 1400-1515; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation.

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

The Office of Management and Budget (OMB) plays a central role in developing the President's budget and providing agency oversight. The budget process considers 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 are being addressed in the new Administration. 3 Jun, 1530-1645; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation.

18. SWA Theater Financial Management
MG Phillip E. McGhee, Director of Resource Management, 3rd Army/USARCENT

This workshop explores the complexity of performing financial management in Counter Insurgency Operations (COIN) in the South West Asia Theater. 3 Jun, 0915-1030; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.

20 A/B. Mini-course – Federal Budget Game: Principles and Priorities
Jeffrey S. 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. 4 Jun, 0915-1200; 4 Jun, 1400-1645; NASBA Classification: Accounting (Governmental); Level: Basic; 3 CPE. Group Live Presentation.

21. Budget Transformation Implementation
Col Andy Coggins, Chief, Budget Operations and Integration, SAF/FMBO

Who says budget transformation can't be interesting? From investments in energy conservation programs to business process re-engineering, there are countless opportunities to improve operational and financial effectiveness. This workshop will focus on recent accomplishments, current initiatives and challenges in the Budget Transformation Implementation arena. 4 Jun, 0915-1030; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.

22 A/B. Mini-course – Installation-level Cost and Economic Analysis
Robert Bickel, Technical Director, FM CoE

This course prepares FM and related personnel to be able to identify when a Business Case Analysis (BCA) is needed, how to collect the relevant information, and how to package this information in a document to support the selection of a particular course of action. It begins with an overview of the BCA process and a discussion of the technical aspects related to a BCA (risk, cost collection, inflation, benefits etc). The second session will provide examples of BCAs completed in the past as well as a discussion of the sources of data needed to complete the BCA. At the conclusion of the course, attendees should be familiar with the BCA process and able to identify when a BCA is needed, understand how to complete the analysis, and know where to turn if additional information/assistance is needed. 4 Jun, 0915-1200; NASBA Classification: Business Management and Organization; Level: Basic; 3 CPE. Group Live Presentation.

23. Performance Based Budgeting
Matt McGuire, Senior Associate, Booz Allen Hamilton
Mark A. Danburg, Deputy, Budget Information & Resource Management Division, SAF/FMBMA

This presentation will focus on the development of an Agency’s strategic plan, establish short term, mid-term, and long term goals and objectives, and establish metrics in key mission areas to measure progress. By performing analysis on the relationship between funding and performance, performance based budgeting can move from a compliance document to a decision making tool for senior leaders. 3 Jun, 1530-1645; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.

24. DLA's New Sales and Operations Planning Capability: How to Align Budgets and Purchases with Warfighter Demands
Anthony Flake, Senior Executive, Accenture
Simone Reba, Deputy Director of Financial Operations, DLA

Sales and Operations Planning (S&OP) is a process used by many global corporations to better align forecasted customer demand with production output. DLA has incorporated S&OP into its planning and budgeting process across the agency, resulting in more objective decision making on inventory investments and project funding. This workshop explains the S&OP process, how it was successfully implemented at DLA, and the tangible outcomes of the process. 4 Jun, 1045-1200; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.

25. Can the DoD Afford Its Future?
Bob Phelan, Senior Manager, Deloitte
Don Tison, Assistant Deputy Chief of Staff for Programs, G-8, Department of the Army

New administration priorities and their downstream financial impacts put both current and future resources under increased stress. As this landscape evolves, military organizations need to be assessing their missions, operations and programs to determine what they can and cannot afford. This workshop will present strategies to assist organizations in performing these assessments and tools to facilitate tough affordability decisions. 4 Jun, 1045-1200; NASBA Classification: Economics; Level: Basic; 1.5 CPE. Group Live Presentation.

26. The COCOM Conundrum
Todd L. Schafer, Executive Director of Resources and Assessments, United States Southern Command
Mark Peterson, Chief Financial Officer/Comptroller, United States Special Operations Command
Barbara A. Sisson, Director, Resources & Analysis, United States Central Command
Jeanne Karstens, Deputy Director, Resources Directorate, U.S. Africa Command

The unified Combatant Commands (COCOMs) control U.S. military operations worldwide. Their activities range from Phase 0 operations (preventing war) to Humanitarian Assistance/Disaster Relief (HA/DR) to fighting hot wars to withdrawal from declining hostilities. How on earth do they manage resources for all that? The workshop includes a briefing followed by a panel discussion with a questions and answers session. Participants include senior resource management leaders from several COCOMs. 3 Jun, 0915-1030; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation.

30. Tips on Base-Level Fiscal Law
Keith M. Dunn, Counsel, Navy Bureau of Medicine and Surgery

This workshop will include 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. 4 Jun, 1530-1645; NASBA Classification: Business Law; Level: Basic; 1.5 CPE. Group Live Presentation.

31. ADA Case Studies
Mark Ackerman, Associate Deputy General Counsel (Fiscal), DoD Office of the General Counsel

This workshop will review the conduct of ADA investigations, basic principles, and how to make them better. 4 Jun, 1045-1200; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation.

32. Basic Fiscal Law
Keith M. Dunn, Counsel, Navy Bureau of Medicine and Surgery

This workshop 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. 3 Jun, 1045-1200; NASBA Classification: Business Law; Level: Basic; 1.5 CPE. Group Live Presentation.

35. Transitioning to a Near Cashless Theater
MG Phillip E. McGhee, Director of Resource Management, 3rd Army/USARCENT

This workshop describes the initiative to take the South West Asia (SWA) Theater “near cashless” and the effects it is having on combat operations, host-nations, banking and financial institutions, DoD financial management, contracting, and oversight and controls. 3 Jun, 1045-1200; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation.

36. What Comptrollers Need to Know About Non-Appropriated Funds
Wally Erck, Chief, Business Management Division, SAF/FMCEB
Daryl Davis, Head, NAF Financial Management, CNIC Fleet & Family Readiness Service Center
Michael Kelly, Chief, Requirements, Air Force Services
Gary S. Scheer, CMCE, Coast Guard Director, Morale, Well-Being and Recreation, US Coast Guard Community Services Command
Jeffrey Gibert
Kerry Shanaghan
 

NAF, what’s that!? Does Non-appropriated funds sound foreign? Gain a broad-based understanding of the various NAF programs among the military services, including the US Coast Guard. Each Service will discuss their important people” programs, major strategies for meeting the challenges of today's programs, and explore contemporary technologies to assist in accountability for these important, valuable funds. This session is applicable to all military services, and is instructed by a team of NAF experts from the various military services. 4 Jun, 0915-1030; NASBA Classification: Accounting; Level: Basic; 1.5 CPE. Group Live Presentation.

37. Avoiding the Project Management Perfect Storm: Getting Control of Cost, Scope, and Schedule
James Short, Director of Business Development (Former OUSD DCFO), Acuity Consulting
Tony Hardin, CDFM, PMP, Director of Financial Management Support Services, Acuity Consulting

Using several high profile case studies, this workshop examines important tips on how to gain control of the three most important pillars of project management: cost, scope, and schedule. The interactive material is presented in a very audience friendly fashion and allows some entertaining participation from the audience during critical stages of the presentation. 3 Jun, 1400-1515; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPE. Group Live Presentation.

38 A/B. Mini-course – Introduction to Federal Accounting Concepts
John Reifsnyder, Instructor, Graduate School

This mini-course will 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. 3 Jun, 1400-1645; NASBA Classification: Accounting; Level: Basic; 3 CPE. Group Live Presentation.

39. Unmasking Transparency: Gaining Greater Operational Insight Through Financial Metrics
Christopher Rose, Principal, Deloitte Consulting
Paul Branum, Comptroller, Naval Reserve Force
Nathan Maenle, Business Systems Executive, Defense Information Systems Agency

Tired of compiling data month after month after month to produce reports for your organization? Not sure if your organization is getting any value out of the reports that you are producing? Learn how to build financial metrics that provide greater operational transparency and drive value for your organization. 3 Jun, 1400-1515; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation.

43. Budget Execution 101
Bill Fast, Professor of Financial Management, 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. 3 Jun, 1530-1645; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation.

44. Earned Value and the Acquisition Program
Roberta Tomasini, Professor of Financial Management, 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. 4 Jun, 1045-1200; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.


45. Budget Implications of Contracting for Acquisition Programs
Gerry Land, CDFM-A, Professor, 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. 3 Jun, 0915-1030; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.

46. Programming and Budgeting Policies for Acquisition Programs
Gerry Land, CDFM-A, 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. 3 Jun, 1400-1515; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.

47. Contract Closeout Issues
Rebecca Beck, Director of Finance, 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. 3 Jun, 1400-1515; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation.

48. Causes and Effects of Increased Indirect Rates–A Potential Budget Impact
Robert L. Gustavus, Professor, 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 throughout 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. 3 Jun, 1045-1200; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.

49. Contract Auditing – "Getting the Best Value for the Warfighter"
Pat Fitzgerald, Director, Defense Contract Audit Agency

The session will explain how the Defense Contract Audit Agency helps the Acquisition Community obtain the best value for the warfighter and taxpayer. It will describe how the Defense Contract Audit Agency adds value to the acquisition process through its services and products 3 Jun, 1400-1515; NASBA Classification: Auditing (Governmental); Level: Intermediate; Prerequisite: General Knowledge of accounting principles; 1.5 CPE. Group Live Presentation.

50. A New Way to Start Acquisition Programs: DoD Instruction 5000.02 and the Weapons Systems Acquisition Reform Act of 2009
Bill Fast, Professor of Financial Management, DAU

Workshop explores the changes made to the Defense Acquisition Management System by DoD Instruction 5000.02, dated December 8, 2008 and the Weapons Systems Acquisition Reform Act of 2009, May 22, 2009. Emphasis is on the financial management impacts of these changes to the acquisition management process. 4 Jun, 0915-1030; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.

51. New DAWIA Certification
Howard D. Birkholz, Professor, Financial Management, DAU

Why, when and how new Defense Acquisition Workforce Improvement Act (DAWIA) certification affects all Defense Acquisition personnel. 3 Jun, 1045-1200; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation.

52. Avoiding an Over Target Baseline (OTB) Formal Reprogramming:–No Guarantees, but a Good Integrated Baseline Review (IBR) Helps
Robert L. Gustavus, Professor, DAU

For many years, the Government and Industry organizations that manage acquisition programs have recognized the need to understand the Performance Measurement Baseline (PMB) which is a total, time-phased budget plan against which program performance is measured. The PMB is one of a manager’s principal tools for measuring project performance and identifying risks which can be validated through an IBR. After the initial baseline is established, there are many valid reasons to change that baseline; however, it is very important that the changes are handled correctly so as to maintain the integrity of the PMB. Once a project manager concludes that the baseline is no longer adequate to provide valid performance measurement information relative to the remaining work, an Over Target Baseline formal reprogramming of the PMB may be considered. An overview of the implications of an OTB will be presented along with characteristics of a good IBR. 4 Jun, 0915-1030; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPE. Group Live Presentation.

53. GAO Cost Estimating and Assessment
Tisha D. Derricotte, Analyst, GAO

Overview of the GAO cost guide with specific examples of GAO audits. 4 Jun, 1400-1515; NASBA Classification: Auditing (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation.

54. Prevent, Detect, Respond: Proactively Combating Procurement Fraud Issues
Laura Odell, Partner, US Global Department of Defense, KPMG 
Kenneth Jones, Director, KPMG
SA Jeff Bennett, Special Agent, DoD Office of the Inspector General, Investigative Policy and Oversight
Russell Geoffrey, Director, Contract Integrity Center, Defense Contract Management Agency

The workshop will discuss procurement fraud issues, contractor fraud reporting requirements and the proactive incorporation of data analytic techniques and technology to identify fraud red flags. Current real life examples will be discussed by panel members. 4 Jun, 1045-1200; NASBA Classification: Regulatory Ethics; Level: Basic; 1.5 CPE. Group Live Presentation.

55. In-Sourcing Contracted Functions-How's it Going?
Thomas Hessel, Senior Manpower Analyst, OUSD(P&R)
William Campbell, Director of Operations, OUSD(C)

In April 2009, Secretary of Defense Robert Gates announced an initiative to reduce reliance on contracted services, rebalance the workforce, and rebuild the Department’s organic capabilities. This workshop will review the progress made on in-sourcing contracted services across the entire Department since that announcement and strategic Total Force management looking into the future. 4 Jun, 1045-1200; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.

56. Building Successful Government/Contractor Teams
CJ Staton, Vice President, CACI
Jean B. Shepherd, Deputy Chief Financial Executive/Comptroller,, National Geospatial-Intelligence Agency

This workshop provides a set of lessons learned from 20+ years of successful government/contractor teams that will enable a project to succeed. The topics covered are strategies to be used during Contract Launch through Relationship management to include suggestions for improved communications during the acquisition phase. It is a straight talking presentation that addresses key challenges head on. 3 Jun, 0915-1030; NASBA Classification: Social Environment of Business; Level: Basic; 1.5 CPE. Group Live Presentation.

57. Risk Uncertainty and Trouble: Escaping the RUT of Program Instability
Col Brian Shimel, Chief, Financial Analysis, Air Force Space Command

Every time we predict what the cost will be for some future effort in acquistion or in daily operations, we produce an estimate that is a forecast of how much money we will need. We adjust the estimate based on the risk and uncertainty we think is in the planned work to make sure we have enough money to accomplish. That risk and uncertainty does not get us in trouble. What gets us in trouble is when we constrain our estimates based on our available budget without changing the content of what we want to accomplish, or base our estimate on optimistic assumptions that are not based on reality. Included are examples of how this happens across DoD, why it happens, and how, as decision support providers, we can fight this tendency and get out of the RUT of Risk, Uncertainty and Trouble. 4 Jun, 1530-1645; NASBA Classification: Behavioral Ethics; Level: Intermediate; Prerequisite: basic understanding of statistics helpful; 1.5 CPE. Group Live Presentation.

60 A/B. Mini-course – Fundamentals of Decision Support — Transforming Roles of DoD Financial Managers
LaShunda Lewis, Instructor, DFM&CS, Eaker Center for Professional Development
Desiree Murray, Curriculum Director, DFM&CS, Eaker Center for Professional Development

This mini-course 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. 4 Jun, 1400-1645; NASBA Classification: Finance; Level: Basic; 3 CPE. Group Live Presentation.

61. Capability Portfolio Management
Kathy M. Romero, Chief, Portfolio Management Division, Army CIO, GA&CKO

This workshop will provide an overview of Capability Portfolio Management and the linkages to Information Technology Portfolio Management. We will explore the value proposition of a Doctrine, Organization, Training, Materiel, Leadership, Personnel and Facilities (DOTMLPF) analysis as part of any portfolio review. This will bring an understanding of why the best technical solution may not be the best investment. 4 Jun, 1400-1515; NASBA Classification: Computer Science; Level: Basic; 1.5 CPE. Group Live Presentation.

62. 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 learn how to effectively support decision-making by using a structured approach 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. 3 Jun, 1045-1200; NASBA Classification: Management Advisory Services; Level: Basic; 1.5 CPE. Group Live Presentation.

64 A. Mini-course – Humanitarian Assistance Authorities: Department of Defense Support for Foreign Disaster Relief
Joe Goodrich, Chief, PACOM Security Assistance Budget Division, U.S. Pacific Command
Diane C. Halvorsen, Deputy for Humanitarian Asst, Disaster Relief & Mine Action, Defense Security Cooperation Agency
Edna Curtin, Program Examiner, Office of Management and Budget

When a disaster or crisis strikes, most people run away from it. Two groups rush into disaster zones. One is the group of people, like our men and women in military and civilian service, who rush in for humanitarian reasons and, at great personal risk, turn the disaster zone into a livable situation for the residents of the area. The other group that rushes into a disaster zone are the thieves and fraudsters who take advantage of the situation and drain the resources intended to help those most in need. Find out how fraud was prevented, detected and investigated from the Katrina/Rita Hurricanes and California wild fires, to the mid-West flooding and how those lessons are applicable today. The first session will provide an overview of the U.S. Pacific Command's recent disaster relief support to Bangladesh, Burma, China, Indonesia and the Philippines. The overview will include the process and authorities required to provide Department of Defense support to a foreign disaster, and the unique challenges of conducting disaster relief operations in the U.S. Pacific Command's Area of Operations. The session will focus on financial lessons learned in support of the recent disaster relief operations, as well as providing a comprehensive review of Overseas Humanitarian Disaster and Civic Aid (OHDACA) funding, the Title 10 appropriation that enables DoD to conduct humanitarian operations. 3 Jun, 1400-1515; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation.

64 B. Mini-course – Humanitarian Assistance Authorities: When Disasters and Crises Strike: Tackling Fraud
Laura Odell, Partner, US Global Department of Defense, KPMG
Michael Schwartz, Principle, KPMG
Kenneth Jones, Director, KPMG
David Dugas, Of Counsel, McGlinchey Stafford, PLLC
CAPT David Graff, Commanding Officer, Defense Contracts Management Agency

Experienced homeland security, federal prosecutors, federal agents and forensic leaders will share what they have learned from major crises and frauds in recent history. The speakers will analyze the issues surrounding large scale expenditures during crises and disasters. They will also discuss leading practices, including forensic data analytics techniques for preventing and detecting fraud before, during and after a crisis, including areas such as; grants, loans, disbursement, contracts, travel and other processes. Speakers will relate to comptrollers on management's opportunities to conduct fraud risk assessments and how to better prevent, detect and respond to fraud. 3 Jun, 1530-1645; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.


65. Enterprise Wide Transformation
David M. 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. 3 Jun, 1400-1515; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.

66. Audit Readiness – the New Priorities – Financial Information We Really Use
Mark Easton, Deputy Chief Financial Officer, OUSD(C)
Mark Keeley
Tom Rhoads 

The Department of Defense has implemented a strategy to achieve auditable financial statements by focusing first on the financial information that is most often used by managers. This is budgetary information and information on the existence and completeness of mission critical assets. This presentation will discuss the approach, the status of the Department and the role of the entire business community in achieving better financial information. 4 Jun, 1045-1200; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation.

67. FIAR in the Field — What's Your Worst Inspection Nightmare?
Mark Easton, Deputy Chief Financial Officer, OUSD(C)

Within DoD we are accustomed to various inspections. This workshop explains how financial managers at field activities can apply inspection preparation skills to financial audit requirements. 3 Jun, 0915-1030; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.

68. Why Internal Controls Matter to You
Julia Anderson, Executive Director, Management Concepts 
Steve Silverstein, Coordinator/Manager, DoD Managers’ Internal Control Program, OUSD(C)
Pamela Gonklin
Marc Deutsch 

The DoD Comptroller has set forward 3 priorities for the Department. One of those is to look for ways for improvement. This workshop will help participants link their jobs to department wide efforts to improve internal controls. It will also help answer the question: how do internal controls relate to what I do in my job? It will include a brief self-assessment and a discussion of how internal control can be used to improve processes and getting the work done with greater efficiency and effectiveness. 3 Jun, 1400-1515; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.

69. Implementing a Performance Management Program in a DoD Financial Management Organization
Bob Misch, Director, Grant Thornton LLP
Aaron Harding, Assistant Director for Performance Management, FM Directorate, Washington HQ Services
David Zlowe, Director, FM Directorate, Washington HQ Services

This workshop will consist of a high-level overview of performance management implementation in a DoD financial management organization, which will be followed by a panel discussion among representatives from the Leadership Team. Panelists will discuss topics ranging from metrics associated with laws, regulations and policies, to changing an agency’s culture. Our panel will also discuss the differences between the views and expectations of executives and the field-level workforce.

Learning Points:

1. How do you translate a plethora of operational measures into meaningful strategic measures? How do you link strategy to operations? 2. How do you encourage innovation in a profession that has been doing things the same way for so long? 3. What are ways of increasing the value of services to customers? 4. What should the customer experience be for a financial management organization? 4 Jun, 1045-1200; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.

70. Success Without Project Management: Never
Catherine Santana, Vice President, BCP International Ltd.
John Organek, Enterprise Architect,, US Army Business Systems, US Army

An overwhelming majority of projects are completed over budget, past the desired deadline and outside the original scope. Project Management is not the worst of two evils, it is the solution to project pitfalls. This workshop will highlight the impact of project management procedures, tools and techniques. You will learn the value of what often feels like a lot of red tape and unnecessary documentation. Best practice project management reminds us that if we successfully initiate, plan, execute and close out our projects – our metrics will illustrate greater results. However, there's more to project management than just a simple methodology. Avoiding the common pitfalls of project management is not rocket science, it is simply a case of taking some sensible measures. This workshop will focus on the killer mistakes of project management and their solutions. NEVER be willing to execute without sound project management on any project regardless of scope or cost. 3 Jun, 0915-1030; NASBA Classification: Management Advisory Services; Level: Basic; 1.5 CPE. Group Live Presentation.

71. Customer Solutions to Achieve First Class Status
Terri McKay, Director DFAS, DFAS

The Defense Finance and Accounting Service is moving towards its vision of becoming a recognized leader in DoD financial management by consistently delivering first class products and services through its cutting edge Customer Solutions Initiative. The initiative encompasses maturing technology and process improvements necessary to increase customer service and product delivery to first class status. Come join the Director of DFAS, Mrs. Terri McKay, as she presents critical efforts underway to streamline and enhance all aspects of customer service within the Agency (from call center customer service to client executive engagement) and earn highly prized customer loyalty. 3 Jun, 1045-1200; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation.

72. DoD Financial Management Priorities and Emerging Issues
Mark Easton, Deputy Chief Financial Officer, OUSD(C)

The DoD Deputy Chief Financial Officer provides an update on policy, process and systems changes that are transforming DoD Business Operations….and what it means to financial managers at all levels. 4 Jun, 0915-1030; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation.

73. Military Service Business Modernization
Thomas J. Murphy, Deputy Director, Financial Management Center of Excellence, DFAS
Douglas Bennett, Associate Deputy Assistant Secretary of the Air Force, Financial Operations (Financial Management)
Kristyn Jones, Director, Financial Information Management, US Army
Dennis Taitano, 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 ERP deployments are being used to modernize specific elements of their business transformation. Topics will include the use of ERPs to improve audit readiness and improve cost management. 4 Jun, 1045-1200; NASBA Classification: Specialized Knowledge and Applications; Level: Intermediate; Prerequisite: General Knowledge of Accounting Principles; 1.5 CPE. Group Live Presentation.

74. What is the Return on Investment made to achieve a clean opinion?
VADM Lou Crenshaw USN (Ret.), Executive Director, Grant Thornton
Dr. Douglas Brook

This workshop will attempt to answer the question, "What is the real value of a clean opinion?" With hundreds of millions of dollars being spent an obtaining clean opinions in DoD is the taxpayer getting a return on the investment. Dr. Doug Brook will discuss the results of a six month study commissioned by Grant Thornton LLP to answer these questions. 3 Jun, 1045-1200; NASBA Classification: Auditing (Governmental); Level: Intermediate; Prerequisite: General Knowledge of DoD Audit Readiness; 1.5 CPE. Group Live Presentation.

75. Federal Enterprise Risk Management – Where is the Value?
Donna Davis, Program Manager, DFAS ERM

Risk management has been in the commercial and financial sectors for years but it is new to the Federal government. This session will offer practical tools and techniques for designing, building and managing an enterprise risk management program in a Federal entity with real examples of how it is working and providing value in several areas of the Department of Defense. 4 Jun, 1045-1200; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.

76 A/B. Mini-course – Introduction to Risk Management
Kent D. 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. 3 Jun, 0915-1200; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 3 CPE. Group Live Presentation.

77. Leading Edge on Cost Management Using New ERPs
Kristyn E. Jones, Director, Financial Information Management
Steve Barth, Chief, Cost Performance Management Division, OASA (Financial Management and Comptroller)

The Army's General Fund Enterprise Business System (GFEBS) brings financial and real property management processes into a single system, integrates performance data and produces full costs. The cost data in GFEBS will enable Army decision makers at all levels to consider the true costs of operations when making decisions. The workshop will address GFEBS cost functionality and how the Army is building enterprise-wide cost management capabilities. 3 Jun, 1400-1515; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation.

78. It's all about Standards–Standardizing and implementing standard processes, data, definitions, values, business rules, and reporting
Ray Bombac, SFIS Lead, BTA
Holden Hogue, Director of Accounting Systems and Standards Directorate, Treasury FMS
Randall Eckhardt, Business Modernization Expert, BTA

Hear from key leaders from OMB, Treasury, Business Transformation Agency (BTA), and ERP programs about the progress, challenges and vision of implementing a common business language in today's non-standard environment. With a strong demand for transparency and visibility across the Federal Government, several Federal Agencies led by Treasury and OMB have been collaborating on a standard data structure that will be required by all Federal business systems. Is that enough? In order for the Federal Government to efficiently and effectively operate across its enormous scope, it must have defined standards for its processes, data, business rules and system interoperability rules. In this workshop you will learn about the following: (1) Status of Common Government-Wide Accounting Classification/Standard Financial Information Structure (CGAC/SFIS) and USSGL implementation; (2) Lessons Learned and Next Steps; (3) Challenges of implementing standard data in today's ERP programs (4) Importance of standard data and End to End solutions; (5) Benefits of Standard data; (6) Vision of Treasury and OMB Central Reporting. 3 Jun, 1045-1200; NASBA Classification: Accounting (Governmental); Level: Intermediate; Prerequisite: General knowledge of Reporting Requirements; 1.5 CPE. Group Live Presentation.

79. What Comptrollers Need to Know about Operational Audits
Dick Willett, Sr. Principal, TCBA
Richard Leach, Auditor General of the Navy, Naval Audit Service
Ted Williams, Air Force Auditor General, SAF/AG

Operational audits are a measurement and report of the effectiveness and results of a segment of an organization's activities. Unlike a compliance audit, which simply ensures that procedures are being followed, operational audits challenge the assumptions and goals of procedures, with an eye toward improving efficiency. An operational audit may recommend changes in procedures resulting from observed inefficiencies in existing procedures. Hear two DoD Auditors General discuss their approach to operational audits and their views on how the audits can assist in making organizations more effective. 3 Jun, 0915-1030; NASBA Classification: Auditing; Level: Basic; 1.5 CPE. Group Live Presentation.

80. Lessons Learned: Preparing for and Surviving a Financial Audit
Mark Easton, Deputy Chief Financial Officer, OUSD(C)
Amy Frontz, Deputy Assistant Inspector General, DoD OIG, Defense Business Operations
Wesley C. Miller, Chief Financial Officer and Director of Resource Management, U.S. Army Corps of Engineers (USACE)
Caral Spangler, Fiscal Director, USMC

Panel members will offer practical insights into organizational preparations for a financial audit – from both Auditor and Auditee perspective. 3 Jun, 1530-1645; NASBA Classification: Auditing (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation.

81. The development, execution and first year results of the Coast Guard Financial Strategy for Transformation & Audit Readiness
Commander Tom Harker, Deputy, Office of Financial Transformation and Compliance, USCG

The workshop will explain the process and methodology behind the Coast Guard's Financial Strategy for Transformation and Audit Readiness (FSTAR), discuss how FSTAR was executed & monitored throughout the first 18 months, and provide detailed results. FSTAR is an assertion based strategy for audit readiness at the Coast Guard, that links control deficiencies to corrective action plans to line item assertions on the financial statements. 3 Jun, 1400-1515; NASBA Classification: Accounting; Level: Intermediate; Prerequisite: General knowledge of accounting principles; 1.5 CPE. Group Live Presentation.

82. Property, Plant and Equipment – Completeness & Existence for Personal Property
LCDR Bobby Hart, Personal Property Team Lead, USCG
Hakeem Khwaja, Senior Manager, KPMG LLP
Howie Simanoff, Senior Manager, KPMG LLP

This workshop will address how the Coast Guard plans to support the completeness and existence assertions for Personal Property, and how the independent public accounting firm will audit the Coast Guard's assertions. The presentation will provide useful guidance that can be transferred to other services. 4 Jun, 1400-1515; NASBA Classification: Accounting (Governmental); Level: Intermediate; Prerequisite: General knowledge of management assertions and property-related audit issues; 1.5 CPE. Group Live Presentation.

83. Financial Management Systems – Smoothing the Implementation Process
Dick Willett, Sr. Principal, TCBA
Lisa D. Fiely, Director, Grant Thornton LLP
Bill Webb, Director, Public Sector Services, Enterprise Solutions Group

A number of federal agencies, including several in DoD, recently have implemented or upgraded their financial management systems. Some of these efforts have resulted in systems that operate smoothly, provide timely, useful reports and information for management decision-making; others have been more problematic, leading to “off-line” reporting, added manual operations for the reconciliation and reporting processes. In some cases, the issues have resulted in qualified audit opinions. The discussion focuses on ways to make the system implementation or upgrade smoother. The focus of the session will include establishing baseline user requirements, utilizing Shared Services Provider solutions, and following implementation strategies that streamline the change management process, especially for finance personnel. 3 Jun, 1530-1645; NASBA Classification: Management Advisory Services; Level: Basic; 1.5 CPE. Group Live Presentation.

84. Managing the Defense Budget: A View from the Top
Mike McCord, Principal Deputy Under Secretary of Defense (Comptroller), Office of the Under Secretary of Defense (Comptroller)

Mr. McCord will discuss the fiscal pressures and management challenges of building and executing the Department of Defense budget, and will describe selected aspects of the new Administration's approach to these issues. 4 Jun, 1400-1515; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.

85. Joint Basing Challenges and Successes
Col Terry L. Ross, Director, Financial Management and Comptroller, 502nd Air Base Wing
Benjamin Stohr, Budget Analyst, Section Chief, HQ AETC/FM

Rick McKutchin, Director Fiscal Policy and Performance Management, CCNI, HQ N80
Joaella Lane, Regional Deputy Comptroller (N8A), Naval District Washington

The workshop is a moderated panel discussion of Joint Basing and the challenges and successes experienced at selected locations. Panel members will be representatives from installations that are actually implementing the Joint Base guidance. The panel will include representatives from each of the Services to represent their unique Service culture and organizational construct. A question and answer period will follow perspectives given by panel members. Expect lively discussion and a glimpse into a historical evolution of installation management. 4 Jun, 1400-1515; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.

86. What's Next After NSPS
John H. James, Jr., Director, National Security Personnel System Transition Office

Discussion of NSPS Transition Progress to Date and Expectations. 3 Jun, 1400-1515; NASBA Classification: Personnel/HR; Level: Basic; 1.5 CPE. Group Live Presentation.

87. Educational Opportunities in DoD
John Raines, ASMC Special Projects, ASMC National Headquarters

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. 4 Jun, 1400-1515; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation.

88. Quetsch Lecture – Lorenz on Leadership
General Steve Lorenz, Commander, Air Education and Training Command, USAF

General Stephen R. Lorenz is the Commander, Air Education and Training Command, Randolph Air Force Base, Texas.  In his 37 years of commissioned service, General Lorenz has held a variety of leadership roles at various levels of command.  From September 2001 to October 2005, he was the Deputy Assistant Secretary for Budget, Office of the Assistant Secretary of the Air Force for Financial Management and Comptroller, Headquarters U.S. Air Force, Washington, D.C.  When General Lorenz was commander of the 93rd Air Refueling Squadron at Castle AFB in Merced, California, he sat down and wrote out a list of leadership principles.  According to General Lorenz, there was nothing magical about them—they were simply useful precepts he had learned over the years.   Since then, General Lorenz continues to share his thoughts on leadership through his commentaries, commonly known as “Lorenz on Leadership.” 3 Jun, 1045-1200; NASBA Classification: TBD; Level: ; 1.5 CPE. Group Live Presentation.

89. Introduction to CDFM Program
Frank Arcari, Introduction to CDFM Program, ASMC National Headquarters

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. 3 Jun, 1530-1645; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPE. Group Live Presentation.

90. How to become a CDFM in Eight Weeks
Toney Williams, CDFM, CFE, Head, Career Management Branch (PERS-524), U.S. Navy Personnel Command

This workshop will provide a lay out of a study plan for which one can use to obtain the coveted Certified Defense Financial Manager (CDFM), professional certification, in just eight weeks. It gives a basic and brief overview of each of the three modules as well as how they are composed in terms of competencies. It also gives a detailed blueprint of an eight week study plan. Additionally, it provides one with some motivational points that should keep one focused on taking and passing the exam. 4 Jun, 1530-1645; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation.

91. Banking/Credit Union Liaison Officer Training
Kelly M. Mizell, Financial Analyst, DFAS – DoD Banking & Credit Union Office
MAJ Marocco Roberts, Department of the Army Banking Officer, United States Army Financial Management Command
Lessie Shuler, Accountant, ASN(FM&C) FMO
Michael Windsor, Air Force Banking Officer

This workshop will 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. 3 Jun, 1530-1645; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation.

92. Expeditionary Auditing, Organizing, and Doing
Benny Piccolo, Principal Deputy Auditor General, U.S. Army Audit Agency
Crystal Beard
Janet Stallings 

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. 4 Jun, 0915-1030; NASBA Classification: Auditing (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation.

93. Wartime FM: What can you do to contribute to the fight?
VADM Lou Crenshaw USN (Ret.), Executive Director, Grant Thornton LLP
John Argodale, Deputy Assistant Secretary of the Army (Financial Operations), OASA(FM&C)
Joan Causey, Deputy Assistant Secretary, Financial Operations (Financial Management), USAF
Dennis Taitano, Deputy Assistant Secretary of the Navy (Financial Operations), ASN(FM&C)FMO

This workshop provides the DoD FM leadership an opportunity to provide their insights into the results of the annual ASMC Survey of Senior DoD Financial Officials. This year's survey focused on how the FM community is doing is supporting war fighting efforts across the globe. From PPBE to the failure of NSPS, this workshop provides attendees with a unique opportunity to hear FM leadership from each of the Services provide their perspective on Warfighting FM. This is an interactive session which encourages questions and interaction between the panel and attendees. Come hear and be heard! 3 Jun, 0915-1030; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation.

94. Civilian Expeditionary Workforce
Marilee Fitzgerald, Acting Deputy Under Secretary of Defense for Civilian Personnel Policy, Office of the Secretary of Defense, Pentagon 
Jerry Christensen, Program Manager, Wounded Warrior Pay Office, DFAS

The Department is working to better employ the talents of our DoD civilian workforce to meet expeditionary mission challenges. Global security challenges require adequate civilian capacity to conduct complex operations, including those missions that require close military-civilian planning and cooperation in theater. Since 2001, more than 43,000 Department civilians have been involved in contingency operations around the globe. This workshop will highlight and explain the upcoming changes designed to enhance the Department's ability to work alongside and help build the capacity of partner defense ministries and provide surge support where needed. 3 Jun, 1530-1645; NASBA Classification: Personnel/HR; Level: Basic; 1.5 CPE. Group Live Presentation.

95. Winning the Procure – to – Pay Battle
Rebecca Beck, Director of Finance, DFAS

The purpose and mission of Procure – to – Pay is to provide a more cost-efficient pay process in support of equipping and supplying the services. This initiative aims to tackle alignment failures, non-standard data, and manual touch points, which lead to delays and mismatches in expenditures, rework, and an inability to close contracts. The goal of P2P is to improve standardization and consistency, target baseline metrics, identify manual touch point areas, along with requiring policy and procedure changes. Please join the Director of Finance from DFAS Columbus, Ms. Rebecca Beck, as she presents this topic and demonstrates how to win the Procure to Pay battle! 3 Jun, 1530-1645; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation.

96. The Buck Stops Where?
COL (R) Fran Machina, CACI

A light-hearted presentation highlighting the power and influence of resource managers. 4 Jun, 1530-1645; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation.

97. Knowledge Management in the Department of Defense
David Hoopengardner, DFAS Knowledge Manager
JoAnn Hague, Knowledge Management & Organization Development, U.S. Air Force / Triune Group

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. 4 Jun, 0915-1030; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPE. Group Live Presentation.

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

This workshop will describe and explain several important dynamics that come along with the growing use of Web 2.0 or Enterprise 2.0 tools. While several technologies will be discussed, this will not be a tool session. It will instead focus on the organizational dynamics, cultural changes and change management best practices that need to be considered as much if not more than the technology issues. 4 Jun, 1400-1515; NASBA Classification: Communications; Level: Basic; 1.5 CPE. Group Live Presentation.

99. ARRA — How's DoD Doing with the Stimulus Money?
Sandra V. Richardson, Deputy Under Secretary of Defense, Office of the Under Secretary of Defense (Comptroller)

The Department of Defense (DoD) received $7.4 billion of the $787 billion appropriated for the American Recovery and Reinvestment Act (ARRA) of 2009. The $7.4 billion appropriated to DoD includes $6.6 billion to repair or construct DoD facilities; $300 million for energy efficient, research and development projects; and $555 million to expand the Homeowner’s Assistance Program (HAP) to assist military and civilian homeowners selling their homes at a loss. This course will provide an overview of the DoD’s execution of the Recovery Act through the following five programs: Military Construction; Facility Sustainment, Restoration and Modernization; Near Term Energy-Efficient Technology, Energy Conservation Investment; and the Homeowner’s Assistance Program. Additionally, it will provide insight into how DoD plans to continue meeting the goals of the Recovery Act throughout the remainder of fiscal year 2010 and beyond. 4 Jun, 0915-1030; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation.

100. DISA and the Defense Agencies Initiative – Lessons Learned from Engaging Financial Management Stakeholders 
 
Cancelled


101. Taking the Next Steps to High Performance in Federal Financial Management: Moving from the Back Room to the Board Room
Jeff Steinhoff, Executive Director, KPMG Government Institute, KPMG
Charlie Cook, Assistant Deputy Commandant (Programs & Resources), USMC
Mark Easton, Deputy Chief Financial Officer, OUSD(C)
Laura Price, Partner, KPMG

High-performing federal finance organizations are those that have moved far beyond the basic accounting, control, compliance and financial reporting tasks that represent the back room of finance to a role of regularly providing value and insight to program managers and those in the executive board room of the agency, where decision support and strategic leadership occur. Federal CFOs have strongly expressed their desire to make the journey from compliance to value creation. But what does this mean in practical terms? This session will address this question by exploring high performance across three dimensions—finance operations, program operations and enterprise operations—that comprehensive research, which resulted in the development of The KPMG Executive Guide to High Performance in Federal Financial Management, shows typify high-performing federal finance organizations. 4 Jun, 1400-1515; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation.

102. The Energy Security and National Security Nexus: Implications for DoD Resource Decisions
Karen Cleary Alderman, Strategic Relationship Manager, Deloitte
Patrick Dulin, Deputy Commander, Defense Energy Support Center (DESC)
K.C. Healy, Director, Deloitte Consulting LLP
David King

The DoD’s cost for oil dropped from $17.5B in FY 2008 to $11.5 B in FY 2009, as the world wide recession dampened demand and drove down prices. The American Recovery and Reinvestment Act added $7.4 B to DoD MilCon and other programs with a focus on improved DoD energy efficiency. Mandated consideration of “fully burdened cost of fuel” to support weapon systems now influence acquisition decisions. The human toll from IED attacks on fuel convoys are mounting. These are early signals about a much larger debate on National security implications of energy security that will impact DoD policy, planning, management decisions, and accountability. This panel presents the strategic energy security considerations, recent legislation, and executive direction and considers associated challenges on DoD planning and resource management in FY 2011 and beyond. 3 Jun, 1045-1200; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.

103. Wounded Warriors: From Battlefield to Workforce
Debora Brand, Senior Financial Workforce Management Specialist, OUSD (Comptroller), Financial Workforce Management Office
Jerry W Christensen, Program Manager, Wounded Warrior Pay Office, DFAS
Marilee Fitzgerald
Margaret Mencl

The workshop will present two phases of support for our wounded Service men and women. Phase I of the presentation includes the care, recovery and pay challenges. Phase II will include post recovery and opening the door to their future employment with the Government. 3 Jun, 0915-1030; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation. 


105. Travel Policy Transformation
Donna Haddix, Senior Policy Analyst, Defense Travel Management Office

Ever wonder who is looking out for the future of travel? Will travel be the same in the future with more complicated rules and ever changing policies that are hard and difficult to understand? Is travel going to be as simple as “Beam me up, Scottie?” The Defense Travel Management Office is engaging on a bold strategy to reengineer travel. Areas to be discussed will focus on opportunities to streamline and simplify travel and make travel simple, efficient, relevant and flexible. Join us and be prepared to share your ideas on how travel can be less complicated and “go where no other travel engineering has gone before!” 3 Jun, 1400-1515; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation.

106. Defense Health Care – Financial Implications
Rachel Foster, Acting Deputy Assistant Secretary of Defense for Health Budgets and Financial Policy

This workshop will focus on the financial challenges for the Department of Defense regarding health care costs, reasons for the growth, and sustainability over time. 3 Jun, 0915-1030; NASBA Classification: Finance; Level: Intermediate; Prerequisite: General knowledge of finance; 1.5 CPE. Group Live Presentation.

109. Roadmap for Becoming a Civilian Senior Leader
Glenda Scheiner, Chief, Personnel and Training Division, SAF/FMBO
Gus Gustafson, Principal Deputy Director, Defense Finance and Accounting Service
Linda J. Meadows, Comptroller, Office of Naval Research
Kathleen S. Miller, Acting Director, Army Budget, US Army
Patricia J. Zarodkiewicz, Principal Deputy Assistant Secretary for Financial Management and Comptroller, Air Force Financial Management

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. 3 Jun, 0915-1030; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation.

110. What Newer Professionals Should Know about Defense Financial Management
Dick Reed, Team Leader; FM Professional Development, OASN (FM&C)
Diana Benoit, Leaders in Motion Program Manager, DFAS
Wesley Breeding, Director, FM Workforce Management, SAF/FMPW
Terry Placek, Chief, Comptroller Proponency Office, OASA (Financial Management and Comptroller)

This workshop will begin with a brief presentation about how to get started on the right foot in this profession, 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. 3 Jun, 1045-1200; NASBA Classification: Finance; 1.5 CPE. Group Live Presentation.

111. INSIDE Leadership: Developing the Human Competitive Edge!
Lt Col Jeffrey (COG) Coggin, Chief, Leadership & Communication Studies, DFM&CS

This exciting new PDI offering introduces DoD Financial Managers to the revolutionary practice of Psychological Capital (PsyCap) Development. Understanding PsyCap fundamentals is a must-have for leaders concerned with successful workforce development and productivity in the 21st Century. Currently, PsyCap training focuses on four vital psychological states: (1) Hope, (2) Confidence, (3) Resilience, and (4) Optimism. However, creativity, well-being, flow, humor, authenticity & wisdom are being evaluated for development in the near future.

Armed with the data provided in this workshop, PsyCap-savvy leaders will be better equipped to enhance unit performance, increase motivation, facilitate teamwork, and more effectively retain organizational talent in the future. 3 Jun, 1530-1645; NASBA Classification: Personnel/HR; Level: Basic; 1.5 CPE. Group Live Presentation.

112. Understanding Career Derailment and How to Keep Your Career on Track
Thomas Gaffney, Senior Manager, Government Sector, Center for Creative Leadership

An important class for government leaders and managers, this interactive and informative presentation offers a research based approach to understanding career derailment. Using data from over 40 years of assessments and documented research, the presentation will explain the top five reasons for career derailment and insight towards understanding the causes for these 5 reasons. The presentation will then provide instruction and techniques for how a leader can address and change personal behaviors that may lead to derailment. 4 Jun, 0915-1030; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation.

113. The Chief Financial Officer Academy–Developing Strategic Leaders in Financial Management
Gary Maupin, CFO Council Faculty Chair, CFO Academy
Dr. Todd Holmes, Assistant Professor, CFO Academy
Adrienne Ferguson, Assistant Professor, 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. 4 Jun, 1400-1515; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation.

114. Ethics in the Workplace
Leon R. Young, Trainer/Educator

A lively presentation on the components of Ethics. It includes thinking and understanding Ethics, the risk taking part of Ethics, the policy requirements, the Federal Code of Ethics, management and staff responsibility for workplace Ethics, and techniques for handling Ethical situations in the workplace. 4 Jun, 0915-1030; NASBA Classification: Behavioral Ethics; Level: Basic; 1.5 CPE. Group Live Presentation.

115. The Manager as Servant-Leader: Getting the Right Results for the Right Reasons
Dr. John A. Kline, Professor, Troy University

Effective managers are more than just supervisors of tasks, they are leaders of people. The best ones—the ones people want to follow—are servant-leaders. In this fast moving session, a former SES member will help you understand the kind of leader you are and the kind you can easily become—the kind who gains respect from colleagues at all levels; one who promotes satisfied productive employees and a positive work-place. 4 Jun, 1400-1515; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation.

116. Leadership Philosophies for Success – The Dirty Dozen!
LC Williams, Associate Director, Human Resources Directorate, Department of 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. 3 Jun, 1400-1515; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation.

117. How to Motivate Yourself and Others
Dr. John A. Kline, Professor, Troy University

Let’s face it! Motivation is key to individual success and to the success of organizations. Dr. Kline uses humor and real life situations as he shares secrets used by successful people to stay motivated and motivate others. He draws on his own experience as a senior executive leading organizations of 5 to 5000 as he shares things that really work. You will come away from this session motivated and energized and entertained. 4 Jun, 0915-1030; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation.

118. Making Decisions in Uncertain Times–Economics You Can USE
Capt (Dr.) Kelly A. Padden, Chief, Economics and Strategic Studies, DFM&CS

This seminar will introduce students to decision-making tools based on sound economic principles. Topics covered include opportunity cost, risk assessment, cost-benefit analysis, and incentive recognition. The lecture is designed to be informal, with time for questions and answers throughout. 4 Jun, 1400-1515; NASBA Classification: Economics; Level: Basic; 1.5 CPE. Group Live Presentation.

119 A/B. Mini-course – Motivation through Communications – A Briefing Skills Presentation
Tom Mauriello, Chief, Polygraph Division, DoD, 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. 4 Jun, 1400-1645; NASBA Classification: Communications; Level: Basic; 3 CPE. Group Live Presentation.

120. How to Write Right
Dr. John A. Kline, Professor, 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. 3 Jun, 1530-1645; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation.

121. Are You Listening?
Dr. John A. Kline, Professor, 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. 3 Jun, 0915-1030; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation.

122. The Unspoken Dialogue: Nonverbal Communication as a Second Language©
Dr. Bob Hawkins, Professor Emeritus, Virginia Wesleyan College

This presentation is designed to be fun and educational. Nonverbal communication is the most powerful form of human communication. Researchers believe that as much as 93 percent of all human communication may be nonverbally transmitted and received. This involves a very complex exchange of messages. But nowhere are the complexity and dynamics of human variables more compelling than in the interactions present in the nonverbal communication. 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. 3 Jun, 1045-1200; NASBA Classification: Communications; Level: Basic; 1.5 CPE. Group Live Presentation.

123. Getting Off Your Buts: Achieving Personal and Professional Success through Motivation©
Dr. Bob Hawkins, Professor Emeritus, Virginia Wesleyan College

This session is about excuses, roadblocks, illusions, and distractions that often keep us from experiencing success, happiness, peace, prosperity, and achievement in our personal or professional life? It is ironic that 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 understanding how to achieve personal and professional success through this "thing" called motivation. 4 Jun, 1530-1645; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation.

124. Dealing With Conflict in Organizations©
Dr. Bob Hawkins, Professor Emeritus, Virginia Wesleyan College

This session is designed to be entertaining but with a serious undertone; it proposes: How do leaders deal with conflict in organizations? How do people in the organization deal with it? Do any of us even notice how conflict in an organization is 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. Unfortunately, in many workplaces, people do avoid conflict, often to the great detriment of the organization. This session is about how to recognize and deal with conflict in organizations. We will also discuss how and why conflict is not necessarily a bad thing either. 4 Jun, 1045-1200; NASBA Classification: Social Environment of Business; Level: Basic; 1.5 CPE. Group Live Presentation.

125. The Voice Within: Understanding and Managing Internal Conflict©
Dr. Bob Hawkins, Professor Emeritus, Virginia Wesleyan College

Are you tired of always being told to "look on the bright side"? Are you criticized for imagining worst case scenarios? Do you wish your optimistic friends would just leave you alone and let you be negative? First, consider: Is your glass: a. Half empty? b. Half full? c. Neither. You just knocked it over. We all know negative-oriented people, but: is that so bad? Maybe not; it could be their inner-conflict screaming at them, or what we call the Intra-person, or language use that is internal to the each of us. It is the act of having an internal dialogue; self-talk, which can be positive or negative. The voice within us is important because it is the basis for all other forms of human communication. The types of messages you send yourself will result in trying to understand yourself, of knowing who you are, what you can do, what you want to do, how you react to things, which things to avoid, and which things to you gravitate toward. Believe it or not, being negative isn’t always a bad thing. Attend this session and find out why. 3 Jun, 1530-1645; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation.

126. Ramping Up For Retirement
Joseph "J.J." 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. 3 Jun, 1530-1645; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation.

127. Resume Writing for Government Jobs
Jim 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. 4 Jun, 1400-1515; NASBA Classification: Personnel/HR; Level: Basic; 1.5 CPE. Group Live Presentation.

128. Resume Writing for Private Sector Jobs
Jim 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. 4 Jun, 0915-1030; NASBA Classification: Personnel/HR; Level: Basic; 1.5 CPE. Group Live Presentation.

130. Communication Skills: Requirements for Today's Workplace.
Leon R. Young, Trainer/Educator

The ability to communicate is one of the most important skills in today's workplace. This session will address the components of effective communication including the most important skills: listening and questioning. The presentation will include the roles of logic and emotions in communication and the various styles of communication. Your responsibility in effective communications will be addressed and your questions will be answered. 4 Jun, 1530-1645; NASBA Classification: Communications; Level: Basic; 1.5 CPE. Group Live Presentation.

131. Managing the Zero-Sum Game
Colonel Barb Gilchrist, Director, Defense Financial Management & Comptroller School, United States Air Force/DFM&CS

This workshop will highlight some tips for identifying and taming the time wasters in your business and personal life. The goal is the get the attendees started on the behavioral changes needed to get the most out of their day. 3 Jun, 1045-1200; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation.

132. Preparing for Retirement Under FERS
Robert J. Braunstein, Federal Retirement and Benefits Instructor/Consultant, National Institute of Transition Planning

This workshop will provide information about FERS annuities, FERS Supplement, FEHB, FEGLI, TSP, Medicare and Social Security. 4 Jun, 1530-1645; NASBA Classification: Personnel/HR; Level: Basic; 1.5 CPE. Group Live Presentation.

133. Preparing for Retirement Under CSRS
Robert J. Braunstein, Federal Retirement and Benefits Instructor/Consultant, National Institute of Transition Planning

This workshop will provide information about CSRS Retirement annuities, FEHB, FEGLI, Medicare and Social Security . 4 Jun, 1045-1200; NASBA Classification: Personnel/HR; Level: Basic; 1.5 CPE. Group Live Presentation.

134. Advanced FM Microsoft Desktop Toolset
Ed Fritts, Senior Financial Systems Analyst, Teksouth Corp
Russ DeMoss, Senior Financial Systems Analyst, Teksouth Corp

This workshop features how people can show a graph with a table, except the table is changing colors based off of formulas. We’ll share how you can use Visual Basic Application (VBA) with EXCEL Conditional Formatting to create a great Analytical tool. This feature is used by at least 10 operations, but many more are asking for this tip. One Ideal can be shared and used by many. 3 Jun, 0915-1030; 4 Jun, 1530-1645; NASBA Classification: Finance; Level: Intermediate; Prerequisite: General Knowledge of EXCEL and PowerPoint; 1.5 CPE. Group Live Presentation.

135. Chip and Dave's Excellent Leadership Adventure
Dave Weinberg,  DaveSpeak
Colonel Charles "Chip" Fulghum, Director, Financial Management and Comptroller, HQ AETC

This workshop offers a unique and entertaining leadership perspective from two senior officers on their relationship and how it evolved. These senior FM leaders expose themselves by leaving the comfort of their “protective shield” to openly & honestly talk about their real-life successes and struggles. Discussion centers around key leadership, mentorship, relationship and friendship lessons that happened along the way. It is a portrayal of what leadership and mentoring not only really looks like in the workplace, but how it feels. This presentation provides a reminder that no one is fully developed professionally and we all have more to learn. 4 Jun, 1530-1645; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation.

136. Taking Care of People
Dave Weinberg, 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. 3 Jun, 1400-1515; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation.

137. Taking Care of Customers
Dave Weinberg, 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! 3 Jun, 0915-1030; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation.

138. The Opportunity in Front of You
Colonel Charles "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. 3 Jun, 1530-1645; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation.

142. Planning for a More Dynamic ASMC Chapter
Jennifer M. Sizemore, Associate Director for Membership and Chapter Development, ASMC National Headquarters

The social, professional and economic drivers which gave birth to our chapters have been stymied by barriers that have arisen in the past decade. Come to this session and explore ways to overcome these barriers and plan for a more active and robust chapter. 4 Jun, 1400-1515; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation.

143. 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. 3 Jun, 1400-1515