PDI is the premier training event for resource/financial managers in the Department of Defense, US Coast Guard, and public and private sectors. This three-day training event features a full day of Service and Defense Agencies workshops; general sessions with keynote speakers; mini-courses aligned to the DoD Financial Management Certification Program competencies and associated proficiency levels; financial management, audit, acquisition, and workforce management workshops; and other special activities.
Join us on May 31- June 2, 2023, in St. Louis or on our online platform for this year’s PDI. Registration is now open!
The Professional Development Institute
ASMC’s PDI 2023 will offer more than 120 sessions (including general sessions, mini-courses, and workshops) that will focus on defense financial management competency areas. Speakers will discuss current issues in DoD and US Coast Guard financial management operations. Mini-courses will provide participants the opportunity to obtain direct credit toward meeting certain DoD FM Certification requirements at Levels 2 and 3.
PDI 2023 will offer more than enough CPEs to re-certify for CDMF and DFMCP Certifications. CPEs include in person/on-site sessions, virtually live-streamed sessions through the platform, and recorded session content post PDI.
- Some in-person sessions will meet the National Association of State Boards of Accounting (NASBA) standards.
*Attending PDI during its live program days (May 31-June 2) and watching recordings post conference will give you 50+ CPE’s . Each attendee will be required to track CPE’s and complete surveys to be awarded their CPE certificates
Visit the PDI 2023 Website: https://www.pdi2023.org
PDI Program Objectives
The PDI program objective is to enhance resource/financial management knowledge and skills, as well as share best practices toward meeting the complex challenges of today’s fiscal environment. Defense financial managers in the public and private sectors converge annually for this three-day event to focus on education and training, with more than 20 hours of educational sessions and speakers, and the ability to earn up to 50+ Continuing Professional Education (CPE) units*.
- Some in-person sessions will meet the National Association of State Boards of Accounting (NASBA) standards
DoD Event Approval
The Department does not provide blanket approval or endorsement for attendance by DoD employees at training events. Individual DoD component commands or organizations are responsible for approving attendance of its DoD employees based on mission requirements and consistency with law, regulation and policy.
Funding of Active Duty and Civilian Personnel to Attend
Active duty or civilian personnel have two complimentary but distinct roles: (1) as an official role as a DoD financial manager, auditor, logistician, or otherwise; and (2) in private capacities, as active participants and/or leadership positions in ASMC. Keeping these roles straight will help you from inadvertently making mistakes in using either appropriated or chapter funds to attend the PDI.
- Appropriated Funds:
Joint Ethics Regulation (DoD 5500.7-R, sections 2-100 and 3-300) requires persons who are active members in a private organization not act on requests for training or official travel for themselves or subordinates to participate in that private organization’s events. In other words, approval to attend PDI using appropriated funds must come from someone who is not an active participant in ASMC. The purpose of this restriction is to ensure complete impartiality and public confidence in the allocation of travel and training resources.
- Chapter Funds:
Many ASMC chapters also provide full or partial “scholarships” to help their members attend the PDI. Law and regulation permit this practice, but it is important to follow established regulations and procedures. Under 41 CFR Part 300-2, a non-federal organization, such as an ASMC chapter, may pay for an active duty military member or civil servant to attend a training event, like the PDI, and the DoD Standards of Conduct Office has concluded that this authority may be used for the PDI.First, the chapter should offer in writing what it is willing to fund with regard to the PDI. This could be registration, transportation, per diem, or some combination thereof. The traveler’s DoD organization must approve the offer, with the concurrence of a local ethics official, and the traveler must be in a TDY status when he or she goes to the PDI. Finally, individual travelers may not accept any cash reimbursement under this authority. Chapters should either pay for registration, travel, or lodging directly or issue a check to the traveler’s DoD organization to reimburse it for it TDY expenses.
- Personal Funds:
You may also pay your own way to PDI in either a leave or no-cost TDY status. Remember, however, even if your TDY is unfunded, you are expected to attend the full schedule of sessions for each day of the PDI. Our individual reputations and the credibility of ASMC depend upon our honoring these standards and procedures. If you have any questions, please direct them to the National Headquarters.
As ambassadors of military services and government organizations, military and civilian personnel and their spouses should plan appropriate dress for the PDI.
|Event Participants||Daytime Event Attire|
|Army||Army Service Uniform, Class B|
|Marine Corps||Service Dress Charlie|
|Air Force||Blue Short Sleeve|
|Coast Guard||Tropical Blue|
Stage participants may be asked to wear a different uniform than event attendees. Please check with guidance you may have received as an award winner or speaker.