PDI 2011 Workshop Descriptions

/PDI 2011 Workshop Descriptions
PDI 2011 Workshop Descriptions2018-07-17T16:31:17+00:00

Recorded sessions from PDI 2011 are available to members in the Online Learning Center.

Download the PDI 2011 Workshop Matrix in MS Excel or PDF. 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.

Download presentations –  If ASMC has received the presentation for a workshop we have provided a link to download it under each description below.  Some workshops contains more than one file (presentation, handout, examples, etc) and all downloads are in ZIP format.  Once you download the file, uncompress the zipped file to view the presentations.  If you do not see a link under a description for a specific workshop, this means ASMC has not received the presentation or the presentation is not available for download.

View Service Day Descriptions

Download Navy/Marine Corps Service Day Presentations


1. High-Level Review of CDFM Module 1 (Resource Management Environment)
Milo Hall, EDFMTC Instructor, Management Concepts
Jim Raube, Financial Consultant, Management Concepts

This all day pre-conference workshop addresses the material covered in the Enhanced Defense Financial Management Training Course (EDFMTC) related to the Management of Government Resources. 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 2010 textbook. This pre PDI session is an additional fee of $125. May 30, 0800-1700; NASBA Classification: Finance; Level: Basic; 8 CPE. Group Live Presentation

2. High-Level Review of CDFM Module 2 (Budget and Cost Analysis)
Ronald Davidson, EDFMT Instructor, Graduate School
David Saltich, EDFMT Instructor, Graduate School

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. This module covers (1) Defense Budget Process, (2) Cost and Economic Analysis, and (3) Business Management Process Improvement. TEXTBOOKS WILL NOT BE PROVIDED. Instructors will use the October 2010 textbook. This pre PDI session is an additional fee of $125. May 30, 0800-1700; May 31, 0800-1700; NASBA Classification: Accounting (Governmental); Level: Basic; 8 CPE. Group Live Presentation

3. High-Level Review of CDFM Module 3 (Accounting and Finance)
Milo Hall, EDFMTC Instructor, Management Concepts
Jim Raube, Financial Consultant, Management Concepts

This all day pre-conference workshop addresses the material covered in the Enhanced Defense Financial Management Training Course (EDFMTC) related to Finance and Accounting, Auditing and Fiscal Law (covered in all three modules). 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. TEXTBOOKS WILL NOT BE PROVIDED. Instructors will use the October 2010 textbook. This pre PDI session is an additional fee of $125. May 31, 0800-1700; NASBA Classification: Business Management and Organization; Level: Basic; 8 CPE. Group Live Presentation

4. CDFM Module 4 Course (Acquisition Business Management)
Richard Arns, President, RJA Accounting Services, Inc.
Bill Arnold, President, Arnold Federal Consulting, Inc.

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 courses, textbooks will be provided. This pre PDI session is an additional fee of $375. May 30, 0800-1700 and May 31, 0800-1700; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 16 CPE. Group Live Presentation

5. Speed Mentoring
John Raines, 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. May 31, 1430-1545; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation

6. ACCESS – Introduction to Tables in ACCESS Office 2007
Ed Fritts, Senior Financial Systems Analyst, Teksouth Corp
Russ DeMoss, Financial Systems Analyst, Teksouth Corp
James Yoder, Senior Financial Systems Analyst, Teksouth Corp

This workshop will introduce you to some of the powerful, yet simple capabilities of Microsoft Access. In this session, we will demonstrate an easy to learn technique to combine (stack) multiple sets of data using Air Force and Army data into one table for increased analytical purposes. We’ll show you how to build a database from the beginning to include linking and importing data. We’ll also discuss the many ways ACCESS has to offer when managing other types of data. May 31, 1100-1215; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation

7. ACCESS – Introduction to Query in ACCESS Office 2007
Ed Fritts, Senior Financial Systems Analyst, Teksouth Corp
Russ DeMoss, Financial Systems Analyst, Teksouth Corp
James Yoder, Senior Financial Systems Analyst, Teksouth Corp

This workshop will introduce you to some of the powerful, yet simple capabilities of Microsoft Access. In this session, we will demonstrate how to quickly build Access queries to include create, delete, append, make table, and union queries using the Query Design. May 31, 1245-1400; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation

8. ACCESS – Introduction to Macros in ACCESS Office 2007
Ed Fritts, Senior Financial Systems Analyst, Teksouth Corp
Russ DeMoss, Financial Systems Analyst, Teksouth Corp
James Yoder, Senior Financial Systems Analyst, Teksouth Corp

This workshop will introduce you to some of the powerful, yet simple capabilities of Microsoft Access. In this session, we will demonstrate how easy it is to create simple but powerful Access macros to manage and update your database. May 31, 1430-1545; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation

10. Challenges Facing DoD's Warfighting Transportation Arm — Views from a Combatant Commander
Gen Duncan McNabb, Commander, U.S. Transportation Command

How does DoD get boots and equipment on the ground in future areas of conflict when available time is shrinking, but physical limitations of delivery systems remain constant. The USTRANSCOM commander will discuss planning for future contingencies using advanced technology and adaptive strategies. He will cite lessons learned in operations around the world that feed a global environment demanding increasing speed of service and decreasing cost. Come hear how transportation, a key link in the DoD supply chain, is gearing up to meet its future head-on. June 3, 0915-1030; NASBA Classification: TBD; Level: Basic; 1.5 CPE. Group Live Presentation

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11. The SECDEF's Savings Initiatives — How it Shaped the FY 12 Budget
John Roth, Deputy Comptroller for Program Budget, USD(C)
MG Alfred Flowers, Deputy Assistant Secretary of the Air Force (Budget), Office of the Assistant Secretary of the Air Force, Financial Management and Comptroller, SAF/FMB
MG Phillip McGhee, Director of Army Budget, ASA (FM&C)
RADM Joseph Mulloy, Deputy Assistant Secretary of the Navy for Budget, SECNAV / Navy
Caral Spangler, Assistant Deputy Commandant, Programs and Resources (Resources), USMC

This workshop will discuss the FY 2012 Defense Department budget request — focusing in particular on the Secretary's savings initiatives and how they shaped the budget and influenced the decisions made to accommodate the reduced FY 12-16 topline. Each Service budget officer will describe how their respective Service achieved their assigned targets and how the savings initiatives will be implemented. Mr. Roth will highlight the Secretary's enterprise-wide initiatives and explain how implementation will be monitored. June 2, 1045-1200; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation

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12. The 112th Congress and the DoD Budget
Blaine Aaron, Deputy Comptroller, USD(C)

In January 2011, the 112th Congress was sworn into office after an historic election. The change of leadership, campaign promises, and budget deficits are just some of the issues which make it a more challenging environment for the Defense Department to receive an annual appropriation bill. This workshop will explore some of these issues faced by DoD as it continues to perform its national security mission. June 2, 0915-1030; NASBA Classification: Management Advisory Services; Level: Basic; 1.5 CPE. Group Live Presentation

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13. 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 making the resource trade-offs that are central to developing and implementing the President's program. Mr. Eric Hansen from OMB’s National Security Division will address OMB’s role in budget, policy, and management oversight and development, and the broad trends in defense spending and the overall budget environment. He will also discuss OMB’s role in working with agencies to identify and address management challenges. June 3, 1330-1445; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation

14. How Things Work in the Congressional Appropriations Committees
David Morrison, Corporate Vice President, Government Operations, Boeing Company

A former member of the House Appropriations Committee will explain how Congress approaches the Defense budget, from its submission to final passage. He will also highlight key interest items of committee members and discuss the role staffers play in preparing the Committee Report, in which specific concerns are expressed. He’ll provide insight into the issues being raised by new Congressional members about Defense programs. June 2, 1530-1645; NASBA Classification: Economics; Level: Advanced; Advanced degrees in Public Policy and Economics; 1.5 CPE. Group Live Presentation

15 Budget Execution 101
John Reifsnyder, Instructor, USDA Graduate School

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 Services for obligations and expenditures. June 2, 1530-1645; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation

16. The Joint World: In Search of Efficiencies
 Jeanne Karstens, Director of Resources, United States Africa Command
Mark Peterson, Chief Financial Officer/Comptroller, United States Special Operations Command
Barbara Sisson, Director, Resources and Analysis (J8), United States Central Command

How hard can the Secretary of Defense's search for resource management efficiencies squeeze the ten Unified Combatant Commands? Ouch! Mr. Todd L. Schafer, the U.S. Southern Command's Director of Resources and Assessments, J8, hosts a panel of senior Combatant Command leaders in a discussion of how the joint world is coping with the DoD-wide drive for efficiencies. Panel members include Ms. Barbara Sisson, Director of Resources and Analysis at the U.S. Central Command, Ms. Jeanne Karstens, Director of Resources at the U.S. Africa Command, and Mr. Mark Peterson, Chief Financial Officer at the U.S. Special Operations Command. June 3, 1045-1200; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation

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17. Defense Health Care – Aligning Budgets with Strategy
Rachel Foster, Director, Financial Performance and Planning, OSD/Health Affairs, Health Budgets and Financial Policy

This workshop will cover the actual experience of the Defense Health Program Appropriation in developing transparency, financial visibility, and finally aligning their budget with the strategic objectives adopted by senior leadership for the Military Health System. The presentation will include: (1) how the budget was being developed and executed; (2) the vision to create transparency and financial visibility (and what these mean); (3) the alignment of the budget to the Strategic objectives (and step by step how this was accomplished); and (4) the results of this activity for the FY 2012 Program Review and beyond. June 3, 1330-1445; NASBA Classification: Finance; Level: Intermediate; Must have basic knowledge of federal budget process; 1.5 CPE. Group Live Presentation

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18. Achieving the SECDEF Financial Goals: A Perspective from Leadership
Lou Crenshaw, Partner, Grant Thornton LLP
John Argodale, Deputy Assistant Secretary of the Army (Financial Operations), Headquarters Department of the Army
Doug Bennett, Associate Deputy Assistant Secretary Financial Operations, Office of the Assistant Secretary of the Air Force, Financial Management and Comptroller
Dennis Taitano, Deputy Assistant Secretary for Financial Operations, Office of the Assistant Secretary of the Navy, Financial Management and Comptroller

This workshop focuses on the results of the annual ASMC Survey of DoD Financial Officials. The theme of this year’s survey was the FM community contribution to achieving the savings and efficiency goals set by Secretary Gates in the summer of 2010. Participants will hear senior FM officials from the Services on what has been done and what can be done by the FM community to contribute to the realization of the SECDEF goals. Officials will discuss current initiatives, their effectiveness and what other steps members of the FM community can take to aid DoD leadership in achieving the goals. June 2, 1530-1645; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation

19. Successful Cost Take-Out Approaches in DoD and Commercial Industry – Proven Ways to Significantly Reduce Costs
John Goodman, Managing Director, U.S. Defense Portfolio, Accenture
Eric Fanning, Deputy Under Secretary of the Navy and Deputy Chief Management Officer, Office of the Under Secretary of the Navy

The DoD and the military services are being asked to make significant cuts to their budgets! Federal Financial Managers are being asked to cut costs without impacting readiness and mission accomplishment. This presentation will offer a fresh perspective on effective cost take-out techniques being used both in DoD and commercial enterprise and speakers will leverage their experience in reducing internal costs and share examples of clients doing the same. Come and hear techniques that may be applicable to your service or agency. June 2, 1400-1515; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation

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20. A/B Mini-course – Federal Budget Game: Principles and Priorities
Dr. Sara Imhof, Midwest Regional Director and Policy Analyst, The Concord Coalition
Jeff Thiebert, National Grassroots Director, The Concord Coalition

In this non-partisan, Congressional role-playing exercise, participants learn about the federal budget and its long-term trends. They will make decisions about the best combination of program spending and tax policies to match with their larger sense of what the principles behind our budgets should be and what priorities the government should place at the forefront of fiscal decision-making. June 3, 0915-1200; June 3, 1330-1615; NASBA Classification: Accounting (Governmental); Level: Basic; 3.0 CPE. Group Live Presentation

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21. Current Issues in the Defense Working Capital Fund (DWCF)
Gretchen Anderson, Director, Revolving Funds, OSD(Comptroller) Program/Budget

Get the latest information on issues emerging in the Department's quasi-business activities, including changes to policy, the latest on the new cash study, and congressional interest items. June 2, 0915-1030; NASBA Classification: Business Management and Organization; Level: Intermediate; General knowledge of working capital fund principles.; 1.5 CPE. Group Live Presentation

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22. A/B Mini-Course – Introduction to Working Capital Funds (WCFs)
Paul Dominick, 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. June 3, 0915-1200; NASBA Classification: Accounting; Level: Basic; 3.0 CPE. Group Live Presentation

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23. CAPE's Roles and Responsibilities
Dr. Richard Burke, Deputy Director, Cost Assessment, Office of Cost Assessment and Program Evaluation

This workshop will give an overview of how the Office of Cost Assessment and Program Evaluation (CAPE) function intersects with the Comptroller role in formulating financial decisions for the Department of Defense. June 3, 0915-1030; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation

24. The Budget from Both Sides Now
Honorable Mike McCord, Principal Deputy Assistant Secretary of Defense (Comptroller), Office of the Under Secretary of Defense (Comptroller)

The Principal Deputy Under Secretary of Defense (Comptroller), the Honorable Michael J. McCord, spent 24 years on Capitol Hill working on key defense committees and now serves as the #2 person in DoD Comptroller leadership. Mr. McCord will share his views on the DoD budget from the Congressional side where he helped shape the National Defense Authorization Bills and now from the Executive Branch as he helps in working the tough issues of a nation at war, huge federal deficits, and newly identified Department-wide efficiencies. June 2, 1400-1515; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation

25. Best Practices in Cost
Kathy Watern, Associate Deputy Assistant Secretary of the Air Force (Cost and Economics)
Stephen Bagby, Deputy Assistant Secretary of the Army (Cost & Economics), ASA, Financial Management and Comptroller

This workshop will focus on recent accomplishments, current initiatives and challenges in the cost analysis and estimating arena. June 2, 1400-1515; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation

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26. Cost Management: Attaining a Culture of Savings
Stephen Bagby, Deputy Assistant Secretary of the Army (Cost and Economics), ASA, Financial Management and Comptroller

Secretary Gates has asked for a “Culture of Savings” in DoD, but what does that mean? This workshop discusses the four requirements for a change in culture: engaged leadership, building a staff with strong cost skills, cost measurement, and a learning-oriented cost control process focused on continuous improvement. June 3, 1045-1200; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation

27. A/B Mini-course – Business Case Analysis
Dr. Robert Bickel, Technical Director, FM CoE

This mini-course discusses how the Air Force uses the Business Case Analysis framework to support decision makers. The first session will describe the contents of a BCA and highlight critical differences from other analytical products. The second session will apply these concepts with a case study showing how FM decision support is more than financial data. June 2, 0915-1200; NASBA Classification: Management Advisory Services; Level: Intermediate; General knowledge of DoD decision making process; 3.0 CPE. Group Live Presentation

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30. 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. This is an introductory workshop which assumes no prior experience in or knowledge of fiscal law. June 3, 1500-1615; NASBA Classification: Business Law; Level: Basic; 1.5 CPE. Group Live Presentation

31. Current and Recurring Issues in Fiscal Law
Keith M. Dunn, Counsel, Navy Bureau of Medicine and Surgery

This workshop will include a discussion of current fiscal law issues as well as those that arise on a recurring basis. Topics may include continuing resolutions, proper funding for contracts and contract changes, time and amount issues, and enduring purpose issues such as personal expenses, the use of government resources, and the ever-popular trinkets. June 3, 1045-1200; NASBA Classification: Business Law; Level: Intermediate; General knowledge of the basics of fiscal law; 1.5 CPE. Group Live Presentation

32. The Antideficiency Act: What NOT to Do!
Bill Arnold, Consultant, Management Concepts

Historically, there was no central database of Antideficiency Act violation reports. In 2005, GAO began collecting and publishing a government-wide database and there are now over 100 reports of violation available for viewing. This workshop will begin with a short overview of the ADA, and then turn to the reports of violation. A high-level analysis will begin with who committed the violations, followed by the nature of the violations and the discipline taken against the individuals responsible. Individual examples of violations will be presented and discussed – all with the purpose of learning from others’ mistakes. The session will conclude with lessons learned and tips on ADA violation avoidance. June 2, 1530-1645; June 3, 1500-1615; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation

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33. Implementing an Enterprise-Wide Performance Management System; What You Need to Know
Lara Alderson, Grant Thornton LLP
Bryan Reese, Washington Headquarters Services

This workshop will acquaint participants with the bottom-up implementation of a Performance Management System (PMS) in the Financial Management Division of the Washington Headquarters Service (WHS). Participants will hear from the leaders responsible for implementing the PMS at FMD who will discuss the successes and challenges of the implementation. Every organization in DoD is likely to undergo some sort of performance-related restructuring and this workshop will provide attendees with the information they need to help their own organizations implement a PMS. June 3, 0915-1030; NASBA Classification: Management Advisory Services; Level: Basic; 1.5 CPE. Group Live Presentation

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34. Lessons Learned with DoD ERPs in a New Environment — It Can Be Done
Stephanie Kennedy, Senior Executive, Accenture
John Argodale, Deputy Assistant Secretary of the Army (Financial Operations), Headquarters Department of the Army

This session will outline lessons learned with ERP's in the new Federal systems environment. Many large DoD ERPs leverage COTS software solution to bring financial and real property management processes into a single system to integrate performance data with full cost management. We will discuss how the ERP is bringing new financial and cost management capabilities that will aid leadership in understanding true costs of operations and in making better decision making. An Army perspective will be shared on what has been learned in managing strategic sponsorships, development, and operations along an aggressive implementation timeline. Come learn what has been done well and what to avoid with new OMB direction. June 2, 1045-1200; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPE. Group Live Presentation

35. Business Process Standardization – How tightening up core business processes eliminates unnecessary variation, improves performance, and sustains an audit ready business environment
Dennis Taitano, Deputy Assistant Secretary for Financial Operations, Office of the Assistant Secretary of the Navy, Financial Management and Comptroller
Greg Bitz, Special Assistant , OASN (FM&C), Department of Navy

This workshop presents a case study with lessons on process standardization that can be applied to any organization, regardless of service or agency. Specific benefits are identified in areas of common use such as the Purchase Card, Defense Travel System and the Defense Civilian Pay System. Results are improved controls, cheaper processes, and improved information quality. The Department of Navy, Office of Financial Operations (FMO), explains how, using a framework established by the Business Transformation Agency and methodologies of the U.S. Marine Corps in a similar effort, it collaborates with Navy Commands to minimize variation in the way it performs financial-driven business processes. June 3, 1045-1200; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation

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36. What Every FMer Needs to Know About Preparing for an Audit in Your Agency
Tracy Porter, Audit Partner, Grant Thornton LLP
James Harvey, Director, Grant Thornton LLP 
Mr. Scott Brittingham – Deputy Director, DoD Payments and Accounting Operations, DoDIG
Patrick Sweeney, Director, Marine Corps Financial Evaluation and Analysis Team
Martha Smith, Director, DFAS Cleveland

In this workshop DoD financial leaders and the DoD IG leadership will discuss the key take-aways that are relevant to every FM professional in any organization that is preparing for audit. Participants will hear first-hand about what works and what doesn’t work in preparing for audit. Panelists will discuss key focus areas and pitfalls to avoid based on their experiences in both in preparing for and undergoing an audit. This session will provide a hands-on view from both an organization preparing for and undergoing an audit and from the DoD IG in executing the audit. If your organization is preparing for an audit, this is the workshop for you. June 2, 0915-1030; NASBA Classification: Auditing (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation

37. Financial Improvement and Audit Readiness – Action Plan for Success
Joseph Quinn, Director, Financial Improvement and Audit Readiness, Office of the Under Secretary of Defense (Comptroller)

The goal of the Financial Improvement and Audit Readiness (FIAR) effort is to change the way we do business every day to better support mission decisions. Leaders across the DoD are recognizing the role of, and need for, better financial information as we try to more efficiently achieve our strategic objectives. Achieving improved financial management information in the DoD is not dependent on any single effort such as implementing ERPs. Success will be dependent on changes to our human resources capabilities, processes, and internal controls, in addition to systems improvements. This session explores the value of improved information and exactly what we need from people across the Department to achieve audit readiness. June 2, 1400-1515; NASBA Classification: Auditing (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation

38. Addressing IT Controls to Achieve Audit Readiness, Using the FISCAM Methodology
Mark Keeley, Partner, PwC
Bradley Keith, Director, PwC
Mike Powers, Assistant Director, Risk Management, OSD, Comptroller

Operational and accounting processes within the Department rely on reports and information provided by multiple information systems. Therefore, internal controls within and supporting these systems are essential to achieving and sustaining the Department's audit readiness objectives. The GAO's Federal Information System Controls Audit Manual is the play book used by auditors when performing financial statement audits and is a valuable source of information for those within the Department supporting audit readiness. June 2, 1045-1200; NASBA Classification: Auditing (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation

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39. Why Government Auditing Standards Are Important to DoD
James Dalkin, Director, Financial Management and Assurance Team, U.S. Government Accountability Office (GAO)
Gayle Fischer, Assistant Director, Financial Management and Assurance, U.S. Government Accountability Office (GAO)

As the Department of Defense (DoD) and the services move toward achieving audited financial statements understanding the financial statement audit process and related government auditing standards becomes increasing critical to management in preparing for a financial statement audit. This workshop is designed to answer common questions Federal entities have while undergoing a financial audit. Frequent questions addressed in this workshop include: (1) What is the purpose and process in a financial audit? (2) What types of information do the auditors typically request? (3) How do internal control requirements differ from DoD policies? (4) What is considered sufficient evidence to satisfy the auditors? and (5) How does an auditor audit financial data and systems? The Government Accountability Office "GAO", in concert with the PCIE (now CIGIE), issues the Financial Audit Manual, GAO has recently updated the Federal Information System Controls Audit Manual, and GAO is in the process of revising the government auditing standards commonly known as the "Yellow Book" and has issued an exposure draft. The workshop will also cover significant proposed changes in the standards that may affect DoD, particularly in the area of independence. June 3, 0915-1030; NASBA Classification: Auditing (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation

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40. Future of Financial Reporting
Gary Maupin, CFO Council Faculty Chair, CFO Academy
Dr. Todd Holmes, CFO Academy Department Chair, CFO Academy, iCollege, NDU

Federal financial reporting continues to evolve with plans underway by the Department of Treasury and the DOD to make extraordinary improvements with government-wide impact. Change within Federal financial management has never been easy, yet change is needed if we are to meet the Congressional/public demand for transparency and the DOD goal of reducing reports. This session will explore how leaders should react to the demands/goals facing them during a tumultuous time of declining resources. Are today's leaders willing to help drive change needed for the future of financial reporting or will they be driven by the change? June 2, 1530-1645; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation

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41. Manager's Internal Controls–Knowing Your Business; The Key to Controlling Your Future!
Mark Easton, Deputy Chief Financial Officer, Office of the Under Secretary of Defense (Comptroller)
Steve Silverstein, DoD Managers' Internal Control Coordinator, Office of the Deputy Chief Financial Officer

This workshop will present the DoD Comptroller’s recommended approach for implementing a value-added Managers’ Internal Control Program within your activity. It leverages functional expertise resident within the DoD Component versus dependency upon external audit services in the identification, reporting and remediation of internal control weakness. It will demonstrate how do internal controls relate to both individual assignments as well as how it supports a “cost culture” within organizations. It will provide examples from command visits, review selected case studies and emphasize the relationship of internal controls to improved efficiency and effectiveness. June 3, 1045-1200; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation

42. GAO High Risk
Gayle Fischer, Assistant Director, Financial Management and Assurance, U.S. Government Accountability Office (GAO)
Asif Khan, Director, Financial Management and Assurance, U.S. Government Accountability Office (GAO)

As DOD makes progress in its audit readiness efforts, the department will have to tackle many of the financial management issues highlighted in GAO’s High-Risk Series, which brings focus to specific areas in the federal government needing added attention, often due to their vulnerability to fraud, waste, abuse, and mismanagement. In this workshop, Asif Khan, a Director in GAO's Financial Management and Assurance team, will focus on the high-risk area of DOD’s financial management. The U.S. Marine Corps is out front with an important piece of DOD’s Financial Improvement and Audit Readiness plan—preparing a Statement of Budgetary Resources (SBR) for audit. Gayle Fischer, an Assistant Director with GAO's Financial Management and Assurance team, will focus on the importance of compliance with budgetary law and funds control to the SBR audit. Effective funds control—a key to a clean SBR audit opinion—is an important tool in avoiding violations of the Anti-deficiency Act. And, as Ms. Fischer will show, a tool DOD needs. June 2, 1530-1645; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation

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43. Coast Guard's Use of Computer Aided Auditing Tools to Trace General Ledger Transactions and Support the Completeness & Accuracy of the Trial Balance
John Bower, Internal Controls Assurance Division, United States Coast Guard

The workshop will explain how USCG used computer aided auditing tools to trace General Ledger transactions and support the completeness and accuracy of the trial balance. It also discusses the effort to ensure adequate supporting documentation existed to support the transactions entered into procurement and financial systems. June 2, 1400-1515; NASBA Classification: Accounting; Level: Intermediate; General knowledge of accounting principles; 1.5 CPE. Group Live Presentation 

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44. A/B Mini-Course – Fundamentals of Decision Support
LaShunda Lewis, Instructor, Defense Financial Management and Comptroller School

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. June 3, 0915-1200; NASBA Classification: Personal Development; Level: Basic; 3.0 CPE. Group Live Presentation

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46. A/B Mini-course – Introduction to Risk Management
Dr. 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. June 2, 0915–1200; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 3.0 CPE. Group Live Presentation

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47. A/B Mini-course – Introduction to Federal Accounting Concepts
Paul Dominick, 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. June 2, 1400–1645; NASBA Classification: Accounting; Level: Basic; 3.0 CPE. Group Live Presentation

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48. Nonappropriated Funds — Improving the Bottom Line with Data Analysis
Wally Erck, Chief, Business Management Division, SAF/FMCEB
Bonnie Meland CPA, Nonappropriated Fund Financial Analyst, 5th Comptroller Squadron, Minot AFB, North Dakota

This session takes an exciting approach by exploring how to improve profitability of your NAF programs through data analysis. Whether you’re trying to prevent fraud, meet a NAF budget, add profitability to a department/program, reduce losses, streamline compliance measures, or reengineer procedures, data analysis techniques through computer assisted tools can get you there. Come to this session for an innovative look at analyzing data for your NAF programs and activities. This session is applicable to all military services, and is instructed by a team of NAF experts. June 2, 1530-1645; NASBA Classification: Accounting; Level: Basic; 1.5 CPE. Group Live Presentation

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49. Government-wide Treasury Account Symbol Adjusted Trial Balance System (GTAS)
Jeff Hoge, Acting Director, Accounting Systems and Standards, Governmentwide Accounting, Treasury Department, Financial Management Service
Robert Brown, Deputy Program Manager for DDRS, DFAS

GTAS is a new government-wide reporting system that all agencies will begin using in 2013. It will combine budgetary and proprietary trial balance reporting to Treasury in a single system. It will replace FACTS 1, FACTS II, IFCS and the input side of IRAS, with one integrated application. The new system will edit based of the rules of the U. S. Standard General Ledger, and it will assure consistent reporting by comparing agency trial balance data to agency SF224/1219/1220 submissions, warrants, and non-expenditure transfers. GTAS will also provide actionable feedback to agencies that will help improve accounting throughout the federal government. GTAS will improve the quality of the Financial Report of the U. S. Government, and it will provide an underlying database of quality accounting data that can be used for management decisions. June 2, 1045-1200; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation

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50. What Every Financial Manager Should Know about DoD Contracts
Gregory Martin, Professor, Financial Management, Defense Acquisition University 
Jack Mutarelli, Executive Vice President and CFO, CALIBRE

Knowing what is in or could/should be in a DoD contract is crucial to understanding the potential impact to the success of financial manager managing the budget for a program/organization utilizing the services of a contractor. The financial manager’s understanding of the key dimensions of a contract will help influence the strategy utilized in the procurement of services or product and its effect on funding available and the timing of expenditures incurred. By comprehending the mechanics of a DoD contract and actively participating in formation of the contract, the financial manager can better determine the outcome of budget issues as they are encountered. The attendee will gain an appreciation for the contracting process and be aware of the common pitfalls for both contractors and government officials that cause contracts to have contract administration issues. The workshop will be presented by two individuals representing both sides of the contract—government expectations and the contractor’s expectations. June 3, 1045-1200; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPE. Group Live Presentation

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52. Contract Closeout Issues
Jonathan Witter, Director, DFAS Columbus
James Hunter, Chief of Staff, DFAS
Darci Gjerstad, Administrative Contracting Officer, DCMA
Adam Wilson, Administrative Contracting Officer, DCMA
Bill Bear, CPA, DCAA Financial Liaison Advisor, DFAS – Columbus

The Contract Close-out Issues workshop is designed to help participants increase their understanding of the close-out process based on legislative and regulatory guidelines. Contract close-out encompasses much more than just the final payment of the contract. It begins in the contract negotiation phase and its ultimate success is dependent on effective administration, proper contract structure, and financial oversight. Together, these steps ensure fiscal responsibility throughout the contract life cycle and promote the judicious use of government funds. Mr. Jonathan Witter will introduce this workshop and highlight the strategic importance of contract close-out within the Department of Defense. Following introductory remarks by Mr. Witter the workshop will be facilitated by Mr. Jim Hunter from Defense Finance and Accounting Service. June 2, 0915-1030; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation 

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53. DCAA & DCMA – A Shared Commitment to Get the Warfighter the Best Value
Ken Saccoccia, Assistant Director, Policy and Plans Directorate, DCAA
Ronald J. Youngs, Director, Cost and Pricing Center, DCMA

The DCAA and DCMA have been working several initiatives in carrying out their missions to ensure fair and reasonable contract values for the warfighter, taxpayer and Department of Defense. For example, the Directors recently announced their cost recovery initiative which is aimed at aggressively targeting contractual opportunities to recover taxpayer dollars by resolving outstanding audit findings. Other initiatives include eliminating potential duplications in the contract oversight they provide to ensure their resources are properly aligned and dedicated to getting the best value for the Department. DCAA and DCMA representatives will share with attendees the progress they are making on these initiatives and preliminary results in saving taxpayer dollars. June 3, 1330-1445; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation

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54. Budget Implications of Contracting for Acquisition Programs
Gerald Land, Professor, Defense Acquisition University

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. June 2, 1530-1645; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPE. Group Live Presentation

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55. Programming and Budgeting Policies for Acquisition Programs
Gerald Land, Professor, Defense Acquisition University

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. June 2, 1400-1515; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation

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56. Earned Value and the Acquisition Program
Roberta Tomasini, Professor, Financial Management, Defense Acquisition University

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. June 3, 0915-1030; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation

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57. Causes and Effects of Increased Indirect Rates–A Potential Budget Impact
Robert Gustavus, Professor, Financial Management, Defense Acquisition University

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. June 2, 0915-1030; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation

58. The Art of Winning: Teamwork, Collaboration, Transparency — The Need for Cooperation between Government and Industry
James E. Short, Director, Acuity Consulting, Inc.
Louie Barajas, Director, Audit and Assurance Division, Acuity Consulting, Inc.
Asif Khan, Director, Financial Management and Assurance Team, Government Accountability Office (GAO)
Jimaye Sones, Chief Financial Executive, Defense Information Systems Agency

The Department of Defense has partnered with private consultants and independent accounting firms for over 20 years and invested hundreds of millions of taxpayers’ dollars with limited success when it comes to major financial improvement projects (i.e., audit readiness, modern system implementations, internal controls over financial reporting, and clean audit opinions). It is time to end the dysfunctional practices, fear and distrust that lead to less than satisfactory results and replace them with tangible, commonsense methods that build trust, integrity, authenticity and win-win client/consultant relationships. Senior leaders from DISA, GAO, and Acuity Consulting will share powerful, commonsense ways to use best business practices and the acquisition process to transform the financial improvement playing field, create win-win partnerships and increase the bottom line for all. Want to get acquisition, project management and client/consultant relationship advice that work; from experienced Federal Government and private sector leaders who are testing it daily? Speakers will tell you how they are converting financial improvement investments into win-win ROI in their respective organizations. June 2, 1045-1200; NASBA Classification: Accounting; Level: Basic; 1.5 CPE. Group Live Presentation

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60. Current Developments in Ethics
Don Fox, General Counsel & Principal Deputy Director, United States Office of Government Ethics

This workshop will highlight current developments and trends in ethics and standards of conduct for Executive Branch employees and members of the military. June 2, 0915-1030; NASBA Classification: Regulatory Ethics; Level: Basic; 1.5 CPE. Group Live Presentation

61. Ethics Between Government and Contractors
 Francis Machina, Deputy Chief Financial Officer, U.S. Special Operations Command

Government employees and contractors work well together and rely heavily on each other. An ethical lapse within either group results in a black eye for the organization and serious trouble for the individual involved. This workshop provides training on how to successfully work together while avoiding potential pitfalls; What are the rules and how to best navigate the system. June 3, 1330-1445; NASBA Classification: Behavioral Ethics; Level: Basic; 1.5 CPE. Group Live Presentation

62. DCFO Emerging Issues
Mark Easton, Deputy Chief Financial Officer, Office of the Under Secretary of Defense (Comptroller)

This workshop will provide an overview of the most current and pressing issues that are affecting the Department of Defense to include the increased visibility and importance of DoD financial auditability; the relationship of systems modernization to these goals; and the status of current statutory and policy changes that will impact how we do business in the future. In each case, issues will be presented within the context of impacts on the DoD enterprise as well as how emerging issues will change comptrollership in the field. June 2, 0915-1030; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation

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63. DoD Lessons Learned – American Recovery and Reinvestment Act (ARRA)
Sandra Richardson, Director, Resource Issues, Department of Defense

There is much debate about the Recovery Act effectiveness and whether the intended goals were met. The DoD received $7.4B of the $787B appropriated for the 2009 ARRA. The DoD’s $7.4B includes $6.6B to repair or construct DoD facilities; $300M for energy efficient, research and development projects; and $555M to expand the Homeowner’s Assistance Program to assist military and civilian homeowners selling their homes at a loss. This course describes DoD’s implementation of the Recovery Act, lessons learned, and future impact on DoD business operations. June 2, 0915-1030; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation

64. DFAS – Then and Now, 20 Years
Teresa McKay, Director, Defense Finance and Accounting Service
Richard Gustafson, Principal Deputy Director, Defense Finance and Accounting Service

DFAS Director, Mrs. Teresa McKay, and Principal Deputy Director, Mr. Gus Gustafson will provide an overview of the past 20 years of DFAS, highlighting migration from the decentralized Accounting and Finance functions and systems that existed when the Agency was created to the highly centralized organization it is today. They will also focus on the DFAS of the future, detailing the agency's five-year strategic plan for increasing customer collaboration, fostering continuous improvement and securing operational excellence. June 2, 1400-1515; NASBA Classification: Accounting (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation

65. Auditor Generals – Current Issues
Dick Willett, Senior Principal, TCBA
Benjamin Piccolo, Principal Deputy Auditor General, Army Audit Agency
Richard Leach, Auditor General, Department of the Navy
Theodore Williams, Auditor General, Department of the Air Force

The auditor generals for the three military departments will discuss current trends in audits, especially operational audits which often challenge assumptions and procedures with an eye toward improving efficiency. The session aims to give financial managers a better understanding of audit goals for the coming year. June 2, 1045-1200; NASBA Classification: Auditing (Governmental); Level: Basic; 1.5 CPE. Group Live Presentation

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66. DoD Civilian Workforce Recruitment and Development: A Leadership Imperative
David A. Rude, Chief, Leader & Professional Development, Defense Civilian Personnel Management Service
Carin M. Otero, Chief, Recruitment Assistance Division, Civilian Personnel Management Service
Steven Harris, Chief, Leader Development Programs Branch within the Leader and Professional Development Division, Defense Civilian Personnel Management Service

Come explore and discuss recruitment and workforce/leader development initiatives and programs. This workshop will focus on everything from recruitment strategies and innovative programs which aid in workforce planning and succession management at all levels of the pipeline (from entry level through senior leaders). June 2, 1400-1515; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation

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67. How Does the Civilian Expeditionary Workforce (CEW) Impact Financial Managers
Seth Shulman, Director, International Programs, Department of Defense, USD P&R, CPP
Larry Hottot, Manager, Executive Services, OUSD(C)

This workshop will include a broad discussion of the CEW Program, upcoming programmatic requirements, opportunities for financial managers to volunteer for deployment and the financial impacts of civilian deployment to organizations June 3, 0915-1030; NASBA Classification: Personnel/HR; Level: Intermediate; General knowledge of manpower, HR and sourcing; 1.5 CPE. Group Live Presentation

68. Service Support Contracts
Marcia Case, Associate Director, Military Operations, Under Secretary of Defense (Comptroller)

The Congress continues to have keen interest in the DoD workforce and how requirements are met through either military, civilian or contractor manpower. In light of this interest, the Congress continues to impose greater reporting requirements on not only our military and civilian workforce, but also our contractor workforce. This workshop will address recent legislation on workforce management and how the Department is complying. June 2, 1045-1200; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation

69. SWA Theater Financial Management
Aaron Gillison, Deputy Site Director, Defense Finance and Accounting Service–Indianapolis
BG Robert McCaleb, G8/ Director of Resource Management, USARCENT/CFLCC

This workshop will highlight the collaborative efforts between the leadership of Army Central Command G8 and Defense Finance and Accounting Service in conducting a broad spectrum of financial management services in a theater of operations. The workshop will discuss management of cash on the battlefield, vendor pay support, joint review program highlights within a dynamic theater of operations with one Strategic Joint Operations Area drawing down while another was expanding. June 2, 1400-1515; NASBA Classification: Accounting; Level: Intermediate; General knowledge of accounting & resource management principles.; 1.5 CPE. Group Live Presentation

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70. Comptrollership in Afghanistan
Michael Powers, Director, Risk Management, OSD Comptroller

You've heard about civilian employees that have deployed to Iraq and Afghanistan. What's it like? What kind of financial management jobs need to be done? Is it a professionally rewarding experience? What kind of a role do civilians play in a military operation? Is it dangerous? What's involved in volunteering and what kind of pre-deployment training do you get? Lots of questions – get the answers from someone who has done this twice as a Comptroller in both Iraq and Afghanistan. June 3, 1330-1445; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation

71. Setting Up a Military Financial System from Scratch in Afghanistan
Col Nick Johnston, Director, Programs and Comptroller, CJ8 NATO Training Mission-Afghanistan, Kabul Combined Secu

Is there a better system than the PPBES? What is the minimum level of knowledge necessary to understand and implement it? This workshop will focus on the foundations we've helped the Afghans establish. They're now holding PBACs and considering reprogramming between budget codes. Additionally, this year for the first time they are doing rudimentary programming of outyears. Hear some of the very unique things comptrollers are involved in to include setting conditions to incentivize banks to serve remote and isolated locations. June 2, 1045-1200; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation

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72. Rescuing Haiti: Financial Management Lessons from DoD's Largest Humanitarian Challenge
 Tom Roberts, Director, Retired and Annuity Pay, Defense Finance and Accounting Service
TC Shaffer, Resource Systems Officer, United States Southern Command

The U.S. Southern Command faced major Financial Management challenges in leading Operation UNIFIED RESPONSE, DoD's initiative to relive the devastation in Haiti following a January 2010 earthquake. What lessons did it learn and how could they apply to future DoD large-scale Humanitarian Assistance/Disaster Relief operations? June 2, 0915-1030; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation

73. Joint Basing, A View from the Base Level
Mauricio Borrero, NAVAIR Lakehurst Site Integrator, Naval Air Systems Command
Terry L. Ross, Director, Financial Management & Comptroller, 502d Air Base Wing (Joint Base San Antonio)

BRAC created 12 joint bases, all of which are now fully operational. Our panel of on-site financial managers, drawn from two of these bases, will discuss the successes and the travails of joint basing. Emphasis will be on hurdles overcome and on continuing programs to insure seamless support. Panelists will contrast their experiences with joint basing vs. basing at a home-service installation. June 2, 1045-1200; NASBA Classification: TBD; Level: Basic; 1.5 CPE. Group Live Presentation

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74. Making Decisions in Uncertain Times — Economics You Can Use
Capt (Dr.) Kelly Padden, Chief, Economics and Strategic Studies, Defense Financial Management and Comptroller School

This seminar will introduce students to decision-making rules of thumb based on economic principles. Topics covered include assumptions, decision biases, and current events from an economist's perspective. The lecture is designed to be informal, with time for questions and answers throughout. June 2, 1400-1515; NASBA Classification: Economics; Level: Basic; 1.5 CPE. Group Live Presentation

75. What's Next for Financial and Business Systems – A DCMO Perspective
David Wennergren, Assistant Deputy Chief Management Officer and Director, Business Transformation Agency, Office of the Deputy Chief Management Officer

The Department of Defense is undergoing a profound transformation across all areas of financial and business management. This workshop will highlight on-going efforts to reform the Information Technolgy (IT) acquisition and management processes, implement significant end-to-end process changes, and institute a performance-based culture. These efforts will have a profound impact on how financial management (and other business) systems are developed and deployed. June 2, 1045-1200; NASBA Classification: Business Management and Organization; Level: Intermediate; General knowledge of DoD business, financial and information technology processes; 1.5 CPE. Group Live Presentation

76. Knowledge Retention Across Generations
David Hoopengardner, Knowledge Manager, Defense Finance and Accounting Service
Scott Timmer, Accountant, Defense Finance and Accounting Service

This workshop will demonstrate how to develop a knowledge retention strategy that starts from day one of the employee's work life in an organization and continues until retirement. It will also discuss the importance of recognizing generational differences in the work place and how these differences impact organizational effectiveness. Finally, this workshop will discuss critical success factors that are important for cross-generational knowledge flows in an organization. June 3, 1330-1445; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPE. Group Live Presentation

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77. Information Technology
Chris Condon, Principle Director, Networks, Information & Integration (NII) Congressional Review & Analysis

This workshop will explain the progress made in DoD towards focusing on more efficient delivery of all things "cyber" to include security, policies, and organizational changes. Come see what you need to be doing to ensure you are complying with the latest guidance. June 3, 0915-1030; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPE. Group Live Presentation

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78. Cyber – Spooks, Phish, and Thieves – Oh My!
Dr. Robert "Rocky" Young, Professor, National Defense University 

Every day the DoD is attacked – our networks, our physical security, and data are at risk. Come to this workshop to learn about the way the bad guys are attacking and how the DoD technology environment is being made more secure and what you can do to stop these attacks at your office. June 2, 1530-1645; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPE. Group Live Presentation

79. My IT Budget Just Doesn't Buy What it Use to Buy!
Chris Condon, Principle Director, Networks, Information & Integration (NII) Congressional Review & Analysis

Yes, the funding isn't what it use to be so we all have to tighten our belts and make better use of what funding we are given. Come to this workshop to learn about the DoD's plan to drive inefficiencies out of our technology environment and where there are opportunities for better processes and systems to be implemented. June 2, 1400-1515; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPE. Group Live Presentation

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80. Tale from the Warfront: Using Counter Threat Finance to Follow the Money
Pasquale Nigro, Director, Forensic and Dispute Services, Deloitte Financial Advisory Services LLP
Stuart W. Bowen, Jr., Special Inspector General for Iraq Reconstruction
William Dayhoff, Consultant, Wisdom Tree Technologies
Kurt Gredzinski, Counter Threat Finance Team Chief, IATF/CNT Section, HQ USSOCOM

Substate actors, including terrorists, proliferators, and organized crime, around the world are increasingly using sophisticated financial mechanisms – much like commercial corporations – to fund clandestine and illicit activities against the United States. Following the money through a complex web of shell entities, banks, lawyers, and other facilitators across the globe is a daunting challenge. The Department of Defense is applying commercial financial competencies to compile critical financial intelligence that can be used to divert, disrupt, denigrate, and destroy financing capabilities by exploiting strategic vulnerabilities within the network. June 2, 1530-1645; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPE. Group Live Presentation

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81. Continuous Monitoring – Management’s Window to Preventing Fraud, Waste, and Abuse
Jeffrey Steinhoff, Executive Director, KPMG Government Institute / Managing Director, KPMG Federal Advisory, KPMG LLP
Teresa McKay, Director, Defense Finance and Accounting Service
Matt Jadacki, Assistant Inspector General, Department of Homeland Security

Continuous monitoring, using technology and forensic capabilities to analyze payment and related information, can be a key ally in the fight against fraud, waste, and abuse and the reduction of improper payments. It provides continual visibility into critical risks in a systematic and repeatable manner. The session will address: (1) The future of continuous monitoring programs that use technology tools to perform complex data analytics as a practical solution to help reduce fraud, waste, and abuse; (2) How the Department of Defense Finance and Accounting Service successfully incorporates a continuous monitoring program into its day-to-day payment process; (3) How the Government Accountability Office, which has been at the forefront in the federal audit community, successfully uses forensic tools to identify and shed light on potential fraud, waste, and abuse. June 3, 0915-1030; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPE. Group Live Presentation

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82. Into Thin Air — How Will Cloud Computing Affect My Transactions and Audit Trail
Miles McNamee, Principal, Federal Advisory Services, KPMG LLP
Honorable Mark Forman, Co-founder, Government Transaction Services
Adam Goldberg, Director, Office of Financial Innovation and Transformation, Department of Treasury 
Dr. Paulette Robinson, Assistant Dean for Teaching and Learning, NDU

Financial and business systems were built using a technology approach called client-server that is no longer supported. As Oracle, SAP, and other business applications transition to Cloud Computing, federal Departments and Agencies will have to adopt standard, integrated solutions. There may substantial resistance or disruption for the Comptroller community, given the issues surrounding recent initiatives such as the Business Enterprise Architecture, SFIS, and Financial Management Line of Business that would have led to such standardized and shared service approaches. Consequently, OMB has focused on cloud solutions that handle longstanding audit issues in accounts payables and interagency transactions. This workshop will explore the trend and how and when we can expect it to be used in DoD. Is this a fad or the next generation of information technology? Additionally, the presenters will explore how detailed accounting transactions will be maintained in the cloud, how controls are established and maintained in the cloud, and the affect on audit trails. June 2, 0915-1030; NASBA Classification: Computer Science; Level: Basic; 1.5 CPE. Group Live Presentation

83. Data Dumping (Sharing) for Decision Makers
Gary Maupin, CFO Council Faculty Chair, CFO Academy 
Dr. Todd Holmes, CFO Academy Department Chair, CFO Academy, iCollege, NDU

Government decision makers are able to obtain a plethora of financial data that can either be "pushed" out to them or "pulled" from their financial systems or Data Warehouse. Either method can result in information overload and a waste of energy and resources that end with just having numbers on paper. Having financial data at your fingertips is good, but having the right data, at the right time, with the right numbers is even better. The challenge is ensuring that the decision maker can define what is "right". In other words, once data are "dumped" on decision makers, is it visible, valid, and verifiable? This session will focus on the importance of providing data to enable the decision makers to effectively manage "data dumps" to make decisions on their programs and operations. June 3, 1330-1445; NASBA Classification: Communications; Level: Basic; 1.5 CPE. Group Live Presentation

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84. Financial System Challenges
Dr. Todd Holmes, CFO Academy Department Chair, CFO Academy, iCollege, NDU
Gary Maupin, CFO Council Faculty Chair, CFO Academy

The current Federal financial management model requires the use of financial systems that are capable of meeting the demands imposed by several laws, such as the CFO Act of 1990, GPRA, ARRA and others. In addition, OMB has recently issued significant guidance concerning the acquisition of systems. These demands create challenges that are coupled with DOD's complex and diverse environments while still being able to meet the Department's mission. This session will focus on the top financial system challenges facing DoD leaders and possible strategies to resolve. June 3, 1045-1200; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation

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85. Wounded Warriors — The Program and Its Funding
John Campbell, Deputy Assistant Secretary, Wounded Warrior Care and Transition Policy, Office of the Assistant Secretary of Defense (P&R)
Pegge Mencl, Director of Programs and Budget, Office of the Assistant Secretary of Defense (P&R)

Taking care of wounded warriors is a key part of each military service's mission. DoD's Deputy Under Secretary for Wounded warrior Care & Transition Policy will describe DoD's and the individual services' renewed emphasis on providing the types of care wounded warriors need. As expected, care for wounded warriors requires substantial resources. Thoughtful planning and focused execution are essential to efficient use of wounded warrior funding as will be explained during this workshop. June 2, 0915-1030; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPE. Group Live Presentation

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86. Challenge Fund: Your Ideas In Action!
Debora Brand, Financial Workforce Management Specialist, Office of the Under Secretary of Defense (Comptroller)
Sandra Gregory, Special Assistant to the Under Secretary of Defense (Comptroller), Office of the Secretary of Defense

Christina Beagle, ERPTS Project Lead

Susan Sell, ERPTS Program Manager

James Lee, Project Lead for FM myLearn 

Keith Bell, Independent Consultant, Five Star Management Consulting

Keith Dunn, Counsel, Navy Bureau of Medicine and Surgery

This workshop will showcase the five DoD Challenge Fund projects in action. After a year of work, the finalist projects are ready for you to use! With FM myLearn, the financial management community now has a single, online website for accessing financial management training and professional development opportunities throughout the Department. The ERP effect gives users the opportunity to train and learn about new Enterprise Resource Planning systems in a real-world, real-time simulated environment. Take the Online Fiscal Law Refresher training to quickly meet the requirement for updated fiscal law training with an added benefit of a quick, searchable online reference tool. One-hour capsules of training on more than 20 financial management topics are now available for all financial management staff who wish to update their Knowledge. Two Videos on Demand allow experts from the Office of the Under Secretary of Defense (Comptroller) to explain Financial Management Regulations and the Working Capital Fund. Attending this workshop will allow you to see the results of the Challenge Fund contest which was announced by the DoD Comptroller at the ASMC PDI 2009. These new projects will enhance your ability to stay up-to-date on financial management topics and professional development! June 3, 1330-1445; NASBA Classification: Specialized Knowledge and Applications; Level: Basic; 1.5 CPE. Group Live Presentation

87. Banking/Credit Union Liaison Officer Training
Kelly Mizell, Financial Analyst, Defense Finance and Accounting Service Banking and Credit Union Office, Defense Finance and Accounting Service
Renee Jackson, Military Banking Officer, Department of the Navy
MAJ Marocco Roberts, Department of the Army Banking Officer, U.S. Army Financial Management Command
Michael Windsor, Air Force Banking Liaison, SAF/FMP

This workshop is open to everyone but is intended for Banking/Credit Union Liaison Officers who will be provided 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; and Base Realignment and Closure (BRAC) as it pertains to Financial Institutions June 3, 1045-1200; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation

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88. Improving Performance Through Collaboration
Jack Conroy, Division Chief, Financial Operations, HQ Air Education and Training Command
Keith Bell, Independent Consultant, Five Star Management Consulting
Heather Gossard, Independent Consultant, Gossard Enterprises

Our leaders at all levels are looking for ways to create better practices, save time and save money despite our more deployed and smaller workforce. This presentation outlines ways to achieve greater and continuously improved smart operations by better connecting and working with like members across our installations, commands and each Service. The power of collaborative excellence uses the phenomena of social media to create superior operational outcomes in our workplace and changes the way we approach problems and sustain continued excellence. It also addresses what new members that are joining all Services today are using in their educational environments and daily lives—the power of collaboration and connecting with each other to better solve problems! Bottom line: this presentation will show how we can do more than survive in today's challenging environment of less people, less resources and high expectations—we can thrive! June 3, 0915-1030; NASBA Classification: Specialized Knowledge and Applications; Level: Intermediate; 1.5 CPE. Group Live Presentation

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90. Managing the Zero-Sum Game
Barbara Gilchrist, Colonel (Retired), Defense Financial Management and Comptroller School

This workshop will highlight some tips for identifying and taming the time wasters in your business and personal life. The goal is to get attendees started on the behavioral changes needed to get the most out of their day. June 2, 0915-1030; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation

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91. I'm Not Being Critical, I'm Just Thinking
LTC Rick A. Diggs, Deputy Director, Defense Financial Management and Comptroller School

Get ready for an interactive session that will advance your views about critical thinking. Opinions and beliefs based on critical thinking stand on firmer ground than those formulated through less rational processes. This dynamic workshop will explore the basic intellectual standards of critical thinking, identify common obstacles to critical thinking, and provide useful tools for the practical application of critical thinking principles. Come join us as we think about thinking. June 3, 1330-1445; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation

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92. Mentorship – 7 Keys to Mentoring
Dr. Clemson Turregano, Senior Faculty, CCL Government Leadership Team

This presentation provides successful case studies of mentorship from an individual and organizational perspective. Using a factual historical case study, the presentation discusses the 7 keys to mentoring and how effective mentors use each one. June 3, 0915-1030; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation

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93. Public Speaking: Do's and Don'ts from a Past National President of Toastmasters
Tim Keck, The Air Force Senior Historian

Want to improve your image when speaking in front of an audience? Dr. Tim Keck will explain the main missteps made by speakers, and the best practices of accomplished speakers. A smooth presentation, with a definite beginning and end, and a well-aimed message is the first step in persuading an audience of peers to adopt your ideas. Dr. Keck will show you the pathway to this goal. June 2, 1530-1645; NASBA Classification: Communications; Level: Intermediate; General knowlede of the principles of effective public speaking; 1.5 CPE. Group Live Presentation

94. A/B Mini-course – Motivation through Communications – A Briefing Skills Presentation
Thomas P. Mauriello, Chief, Polygraph Division, Department of Defense – 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. June 3, 13301615; NASBA Classification: Communications; Level: Basic; 1.5 CPE. Group Live Presentation

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

Is your writing clear and crisp? Does it communicate? Does it get the results you want? After this fast-moving and informative presentation you will be more confident about your writing ability. Dr. Kline will teach you how to avoid passive voice and other hindrances to effective writing. You will learn the ABCs of writing effectively. June 2, 1045-1200; NASBA Classification: Communications; Level: Basic; 1.5 CPE. Group Live Presentation

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

Listening is the communication skill most critical to success. Dr. Kline's books and articles on listening have been used throughout DOD; and his Effective Listening book is widely read and used by colleges and corporations. Come participate in this informative, entertaining and motivating presentation; leave knowing ways to be a better listener on the job, at home and in the community. June 3, 0915-1030; NASBA Classification: Communications; Level: Basic; 1.5 CPE. Group Live Presentation

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97. How to Become a CDFM in Eight Weeks
Anthony (Toney) Williams, 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. June 2, 1530-1645; June 3, 1500-1615; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation

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98. Executive Leadership/SES Opportunities
Terry Placek, Chief, Comptroller Proponency Office, OASA(FM&C)
Gretchen Anderson, Director, Revolving Funds, Office of the Under Secretary of Defense (Comptroller) P/B

Learn what the SES Executive Core Qualifications (ECQs)are, how to avoid pitfalls in writing your ECQs, where SES opportunities are and what it means to be a Senior Executive in the Department of Defense June 3, 1045-1200; NASBA Classification: Personal Development; Level: Advanced; Experience in multiple areas of financial management; 1.5 CPE. Group Live Presentation

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99. INSIDE Leadership: Goal Line or Sideline?
Lt Col Jeffrey Coggin, Chief, Leadership and Communication Studies, Defense Financial Management and Comptroller School

Are you ready to be pumped up??? This fun-filled, high-energy workshop promises to both educate and entertain participants. The speaker (Cog Coggin) uses sports terminology as a means to explore self-leadership. This workshop focuses on four development areas: (1) Mindfulness, (2) Self-Awareness, (3) Psychological Capital, and (4) Critical Thinking. Growth in these areas is vital for better decision making, increased performance, and greater fulfillment in the workplace and beyond. So…Sit back, relax, and enjoy! June 2, 1045-1200; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation

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100. Four Challenges to Leadership Today That Will Shape Our Leadership Tomorrow
Dr. Clemson Turregano, Senior Faculty, CCL Government Leadership Team

This presentation addresses four trends affecting leadership in our organizations: The rise of volatility in finances, the uncertainty regarding budgets, the complex challenge of leading different generations in the workplace, and the ambiguity caused by the age of interruption. June 2, 1530-1645; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation

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101. Chip and Dave's Excellent Leadership Adventure
Dave Weinberg, DaveSpeak
Col Chip Fulghum, Chief AF Budget Programs, USAF

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. June 3, 1500-1615; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation

102. ASMC's of Leadership
Col Chip Fulghum, Chief AF Budget Programs, USAF

This session is a high energy, entertaining, Senior Leader perspective on four keys to being successful as a leader. The session explores ways to make a difference in your organization and how these simple principles fit in. Attendees will then tie these four keys back to how to be more effective in your organization. June 2, 1400-1515; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation

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103. How to Manage Your Boss–And Look Good Doing It
Dr. John Kline, Distinguished Professor of Leadership, Troy University

In his 40-year career, Dr. Kline has reported directly to Colonels, High Grade Civilians, and then as an SES, Dr. Kline reported to 8 different three-star generals and worked special projects for both the Secretary and Chief of Staff of the Air Force. He now reports to the Chancellor and CEO of a 30,000 person university. He’s been a boss and he’s had bosses. Learn from this experienced leader and entertaining speaker what it takes to manage your boss and look good doing it. June 2, 1530-1645; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation

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104. 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. June 3, 1500-1615; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation

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105. The Voice Within: Understanding and Managing Intra-personal Conflict©
Dr. Bob Hawkins, Professor Emeritus, Virginia Wesleyan College

Did you know that 30 to 35 percent of all Americans employ a calculated form of negative thinking? Why are some people’s attitudes positive while others are so determined to be negative? It could be their inner-conflict screaming at them, or what we call the “Intra-person,” or language used 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 types of internal messages we send will result in trying to better understand knowing who we are, what we can do, what we want to do, how we react to things, which things to avoid, and which things we gravitate toward. In this session we will find out why both optimistic and pessimistic people can become successful. And when pessimist’s voice within isn't realistic; how they can use it to motivate themselves to perform better. June 2, 0915-1030; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation

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106. Managing Stress In and Out of the Workplace
Leon Young, Trainer/Educator, Leon Young Seminars

This session will cover the techniques of managing stress. It will discuss the different types of stressors, coping with them, recognizing them, and handling them. The audience will learn about the controllable stressors and the uncontrollable stressors. The techniques for minimizing stress will be discussed as well as how to deal with those who cause stress. June 3, 1045-1200; NASBA Classification: Communications; Level: Basic; 1.5 CPE. Group Live Presentation

107. How We Communicate Without Words: An Overview of Nonverbal Communication©
Dr. Bob Hawkins, Professor Emeritus, Virginia Wesleyan College

How we say something without words: the way we look, or not look at others, our physical appearance, facial expressions, vocal sounds or habits can be far more influential than our words. Several decades of study about nonverbal communication reveals how certain “unintentional” signals can affect every aspect of both personal and organizational life. Personal or professional success can never underestimate the power of face-to-face communication. This program focuses on the 10 nonverbal codes that can positively or negatively affect how we nonverbally communicate with others; including our physical appearance, facial expressions, vocal cues, gestures and body movements, and more. Participants will learn: • What is nonverbal communication • The original10 areas considered to be nonverbal communication • How culture and gender can affect nonverbal communication • How to use being aware of certain nonverbal cues can help build (or destroy) relationships • Specific examples about the power of nonverbal communication • Some nonverbal “indicators” of lying or deception • The moral imperatives associated with nonverbal communication June 2, 1400-1515; NASBA Classification: Communications; Level: Basic; 1.5 CPE. Group Live Presentation

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

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. June 3, 1500-1615; NASBA Classification: Communications; Level: Basic; 1.5 CPE. Group Live Presentation

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

So you’re not motivated to do anything. You know things that should be done BUT instead you procrastinate. You feel like you want to achieve a lot personally and professionally BUT end up daydreaming more than actually getting up and make things happen? In your dreams do you tend to give up and think “I’d like to BUT I’m not good enough?” You are not alone; so; it’s time to get off your BUTs and do something about it. We all have excuses, roadblocks, illusions, and distractions that are keeping us from experiencing success, happiness, peace, prosperity, and achievement in our personal or professional life. In fact; most people know exactly what they would like in life, BUT they many turn right around and do the things that take them in the opposite direction. In this session we will discover why, and to understand how to achieve personal and professional success through this "thing" called motivation. June 3, 1045-1200; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation

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110. Dumbo and the Magic Feather: How to Motivate Yourself and Others
Dr. John Kline, Distinguished Professor of Leadership, Troy University

During his last 15 years as Federal employee, Dr. Kline was an SES who faced a daily challenge to be motivated and motivate others—military, civilians, and contractors. Now as Director of the Troy University Institute for Leadership Development and a frequent motivational speaker around the country, he teaches others what it takes to be a motivator—one that gets positive results. Listen as this experienced leader and entertaining speaker tells how to motivate yourself and others. June 3, 1330-1445; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation

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111. 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! June 2, 1045-1200; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation

112. The Power of 8's
Dave Weinberg, DaveSpeak

Numbers are a fact of life as are people. Both numbers and people take practice. Some are better at numbers than people and some are better at people than numbers. This presentation shows you how one number in particular is more powerful than all the others. It will teach you that if you can harness the power of 8's, you can harness the power of people. Both numbers and people are here to stay. Why not learn more about each? Enjoy this leadership lesson that will enrich your interaction. June 3, 0915-1030; NASBA Classification: Personal Development; Level: Basic; 1.5 CPE. Group Live Presentation

113. EXCEL – Introduction to Linking EXCEL to ACCESS using Office 2007
Ed Fritts, Senior Financial Systems Analyst, Teksouth Corp
Russ DeMoss, Financial Systems Analyst, Teksouth Corp
James Yoder, Senior Financial Systems Analyst, Teksouth Corp

This workshop features how analysts can automatically retrieve data from an Access database to an Excel workbook and update a Pivot Table. We’ll teach preferred methods for linking Excel to Access to prevent database lockups and other processes for optimizing the updates of data within Excel June 3, 1500-1615; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation

114. Financial Planning in Uncertain Times
Maren (Marnie) Hagberg, Financial Advisor, Navy Federal Credit Union
Stephen Newlin, Trust Officer, Navy Federal Credit Union

How will tax changes, health care and the current economic environment impact your financial plan? Planning today is influenced by so many factors; taxes, income sources, health care, protection strategies and more. Our focus will be on addressing the fundamental's of retirement and legacy planning while weaving in the many factors that shape the financial decision making process. June 3, 1330-1445; NASBA Classification: Finance; Level: Basic; 1.5 CPE. Group Live Presentation

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115. Preparing for Retirement Under CSRS
Bob 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 . June 3, 1045-1200; NASBA Classification: Personnel/HR; Level: Basic; 1.5 CPE. Group Live Presentation

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116. Preparing for Retirement Under FERS
Bob 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. June 3, 1500-1615; NASBA Classification: Personnel/HR; Level: Basic; 1.5 CPE. Group Live Presentation

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

Come to this session and explore ways to build a stronger chapter which supports the overall mission of ASMC. This open format session will help chapter leadership find ways to overcome the professional and economic barriers and plan for a more active and robust chapter. June 3, 1330-1445; NASBA Classification: Business Management and Organization; Level: Basic; 1.5 CPE. Group Live Presentation

120. 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. June 2, 1400-1515;