AGA 2016 Professional Development Training

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Sessions (115)

AGA National Board of Directors (NBD) Meeting (Room 213 AB)

17 Jul 16
8:30 AM - 11:00 AM
AGA national officers will report to the NBD on the 2015–2016 program year results and discuss plans for the 2016-2017 program year.  Al... More...

AGA Executive Session (invitation only) (Room 210 AB)

17 Jul 16
1:00 PM - 4:00 PM
Federal, state and local government executives identify “good business management” initiatives that should continue, with or without mo... More...

S100 A Roadmap to Succession Planning in Government (Room 213 CD)

17 Jul 16
1:00 PM - 2:15 PM

Tracks: FOS: HR (Human Resources/Personnel)

Speaker(s): Karin Dasuki CPA, CGFM ; Stephen Shih Esq. ; Steven Lozano
More than one-third of federal employees will be eligible for full retirement by 2017. What can federal agencies do to minimize the loss of institu... More...

S101 Key Performance Indicators, More Than Just Numbers (Room 304 AB)

17 Jul 16
1:00 PM - 2:15 PM

Tracks: FOS: MGMT (Management Services)

Speaker(s): Autumn Carter ; Matt McKillop
Too often, decision-makers focus on financial ratio analysis while leaving important non-financial indicators aside. Learn why government financial... More...

S102 Assessing an Agency’s ERM Readiness and Maturity (Room 210 CD)

17 Jul 16
1:00 PM - 2:15 PM

Tracks: FOS: MGMT (Management Services)

Speaker(s): Daniella Datskovska, MBA, PMP ; Nahla Ivy ; Nancy Potok PhD ; Salim Mawani CGFM, CPA
Learn how organizations plan to address the new OMB Circular A-123 requirements. Lessons learned and success factors for effective ERM implementati... More...

S103 Getting Started With ERM (Room 304 AB)

17 Jul 16
2:30 PM - 3:45 PM

Tracks: FOS: MGMT (Management Services)

Speaker(s): David Fisher MBA, PMP ; Kamile Narine ; Owen Barwell ; Tashu Trivedi
Long a leading practice in the private sector, ERM is taking hold in the federal government. Experts from federal agencies will provide advice on... More...

S104 Protecting America’s Valuable Information Assets (Room 210 CD)

17 Jul 16
2:30 PM - 3:45 PM

Tracks: FOS: CSA (Computer Software & Applications)

Speaker(s): Rex Booth ; Tony Hubbard
How will we keep ever-increasing amounts of federal data secure and protect sensitive assets, such as the nation’s power grid and air traff... More...

S105 Bracing and Managing for “Unknown Unknowns” (Room 304 CD)

17 Jul 16
2:30 PM - 3:45 PM

Tracks: FOS: MGMT (Management Services)

Speaker(s): Damon Sutton CGFM ; Kimberly Tribou MBA
When considering organizational change, many managers focus risk mitigation strategies on “known unknowns” that can be predicted and ... More...

S106 Ethics—Restoring Public Trust (Room 213 CD)

17 Jul 16
2:30 PM - 3:45 PM

Tracks: FOS: BETH (Behavioral Ethics)

Speaker(s): LeeAnn Pelham ; Margarita Fernandez CGFM, CPA
What has happened to the public trust and what changes are underway to restore that trust? What are common misconceptions about federal/state/local... More...

S107 Budget Transparency (Room 210 CD)

17 Jul 16
4:00 PM - 4:50 PM

Tracks: FOS: FINT (Finance-Technical)

Speaker(s): Lealan Miller CGFM, CPA ; Sheila Weinberg CPA
States sometimes use one-time revenue to cover recurring expenditures, spending deferrals, underfunding of infrastructure maintenance and retirem... More...

S108 Ignite! (Room 213 AB)

17 Jul 16
4:00 PM - 4:50 PM

Tracks: FOS: PD (Personal Development)

Speaker(s): Billy Morehead PhD, CGFM, CPA ; Bobby Derrick, CGFM ; Kiersten Kokotajlo CFE, CICA ; Mark Runyan MBA, CICA ; Renee Gilman ; Susan Fritzlen
During this fast-paced, fun and entertaining session, each presenter has 20 slides — that auto-advance every 15 seconds, for a total of five ... More...

S109 Moving to the Cloud – Lessons, Challenges, Considerations (Room 304 AB)

17 Jul 16
4:00 PM - 4:50 PM

Tracks: FOS: CSA (Computer Software & Applications)

Speaker(s): Rex Booth
In response to the administration’s Federal Cloud Computing Initiative, and OMB’s IT Shared Services Strategy, many federal agencies ar... More...

S110 Improved Asset Management and the Pursuit of a Clean Audit (Room 304 CD)

17 Jul 16
4:00 PM - 4:50 PM

Tracks: FOS: AUDG (Auditing Governmental)

Speaker(s): Asif Khan CGFM, CPA, CISA, FCCA ; Michael Ness CGFM, PMP, LSSBB
Capturing and maintaining the initial baseline of legacy assets for financial reporting is often a complex and challenging piece of becoming &ldq... More...

S111 Communicating the Value of Government to Citizens (Room 212 AB)

17 Jul 16
4:00 PM - 4:50 PM

Tracks: FOS: PD (Personal Development)

Speaker(s): Donna Sandoval CGFM, CISA, CISM ; Helena Sims ; Kelli R. Bolicek ; Michael Jacobson ; Patrick Cowen CPA, CISA, CIA
Despite years of federal, state and local efforts to improve reporting — of program performance and financial condition — governments s... More...

Welcome Event with Exhibitors (Convention Center Ballroom)

17 Jul 16
5:00 PM - 7:00 PM
Experience Californian hospitality as we kick off the 2016 PDT and welcome you to Anaheim. This is your first opportunity to explore exhibits ... More...

Morning Stretch & Exercise (Room Salon F, Marriott)

18 Jul 16
6:00 AM - 6:30 AM
Speaker(s): Elena Tercero CGFM, CPA, CGMA
PiYo™ LIVE - Sweat & burn calories with fusion-style movements inspired by Yoga and Pilates. This class incorporates dynamic ba... More...

Exhibit Hall Open (Convention Center Ballroom)

18 Jul 16
7:00 AM - 6:30 PM
Visit with the exhibitors.  (Exhibit hall is closed from Noon - 1 p.m.) More...

Opening Ceremony (Platinum Ballroom)

18 Jul 16
8:00 AM - 8:30 AM
Speaker(s): Elaine Howle CGFM, CPA
Welcome to Anaheim!  This is the official kickoff of the PDT.  The colors are presented by the Anaheim Police Department and featuring mu... More...

M100 Opening General Session (Platinum Ballroom, Marriott)

18 Jul 16
8:30 AM - 9:45 AM

Tracks: FOS: AUDG (Auditing Governmental)

Speaker(s): Ann Ebberts MS, PMP ; Gene L. Dodaro CGFM
Hear highlights of the U.S. government's financial status in a one-on-one interview. More...

M101 CFO Survey Research (Room 213 CD)

18 Jul 16
10:30 AM - 11:45 AM

Tracks: FOS: ACCG (Accounting Governmental)

Speaker(s): Doug Criscitello ; James Tyler, CGFM ; Jim Taylor MPA ; Owen Barwell
CFOs have been responsible for implementing a number of significant management initiatives. As we transition to the next administration, which of t... More...

M102 Cross-industry Fraud Prevention and Resolution (Room 304 AB)

18 Jul 16
10:30 AM - 11:45 AM

Tracks: FOS: AUDG (Auditing Governmental)

Speaker(s): Amy Frontz ; Clif Williams CGFM ; Melinda Miguel PMP, CIG ; Raymond Wedgeworth
Fraud remains a threat to agencies tasked with administration and oversight of federal healthcare and entitlement programs. Learn how agencies ar... More...

M103 Treasury’s Current Efforts to Improve Financial Management Service Delivery (Room 304 CD)

18 Jul 16
10:30 AM - 11:45 AM

Tracks: FOS: CSA (Computer Software & Applications)

Speaker(s): Adam Goldberg ; Cassandra Madden ; Glenn Davidson ; Robyn Burk MS. Logistics, MSEd, B.A.J., AF Ret. Col.
Learn about Treasury's current efforts to improve Financial Management Service Delivery. During this session, financial management leaders will... More...

M104 Federal IT and Financial Management Synergy (Room 210 AB)

18 Jul 16
10:30 AM - 11:45 AM

Tracks: FOS: ACCG (Accounting Governmental)

Speaker(s): Danny Harris Ph.D. ; Jon Holladay ; Richard Haley II MPA ; Scott Vanlandingham CPA, MBA, CIA
Together, federal CFOs and CIOs discuss the intersection of policies and management issues impacting both offices. Learn how they work together ... More...

M105 Policy to Practice: Uniform Guidance and Grants Management Reform (Room 210 CD)

18 Jul 16
10:30 AM - 11:45 AM

Tracks: FOS: ACCG (Accounting Governmental)

Speaker(s): Charles Hester CGFM, CPA, CFE ; Jeff Johnson ; Karen Lee
The panel will discuss how the recently updated Uniform Guidance has affected the federal grants process. Hear perspectives of federal grant prov... More...

M106 ERM: Navigating Through Uncertainty (Room 213 AB)

18 Jul 16
10:30 AM - 11:45 AM

Tracks: FOS: AUDG (Auditing Governmental)

Speaker(s): James Dalkin MBA, CGFM, CPA ; Jeffrey Steinhoff CGFM, CPA, CFE, CGMA ; Mark Reger CPA
Government agencies frequently face and must properly manage uncertainty to prevent problems. Recent federal emphasis on ERM presents an opportu... More...

M107 Resource and Strategic Planning in Light of Overarching National Issues (Room 212 AB)

18 Jul 16
10:30 AM - 11:45 AM

Tracks: FOS: FINT (Finance-Technical)

Speaker(s): D. Clark Partridge CGFM, CPA ; Gail Sussman ; Hon. David Walker ; Sheila Weinberg CPA
Are state and local governments modifying their revenue forecasting models and strategic plans to consider potential upcoming changes in federal sp... More...

Luncheon & Awards Ceremony (Platinum Ballroom, Marriott)

18 Jul 16
11:45 AM - 1:00 PM
Join us for lunch and the opportunity to network with colleagues and friends. This event also features an awards ceremony to recognize leaders who ... More...

M108 General Session: Thriving in the Age of Distraction (Platinum Ballroom, Marriott)

18 Jul 16
1:00 PM - 1:50 PM

Tracks: FOS: PD (Personal Development)

Speaker(s): Curt Steinhorst
A distraction expert shares communication insights and focus strategies, helping address issues we face in the “Age of Distraction.” More...

M109 Emerging Governmental Financial Reporting Issues (Room 210 CD)

18 Jul 16
2:05 PM - 3:20 PM

Tracks: FOS: ACCG (Accounting Governmental)

Speaker(s): David Vaudt ; Wendy Payne MPA, CGFM, CPA
GASB and FASAB seek further inprovements to governmental financial reporting. Senior leadership from each board will discuss challenging topics suc... More...

M110 Insights on Innovative Financing and Funding Mechanisms (Room 213 CD)

18 Jul 16
2:05 PM - 3:20 PM

Tracks: FOS: FINT (Finance-Technical)

Speaker(s): Steve Patterson CPA ; Teri Green
Given the country’s infrastructure needs, there is concern taxpayer funding will not be enough to cover costs. Public-private partnerships... More...

M111 Improper Payments—The Medicaid Perspective (Room 304 AB)

18 Jul 16
2:05 PM - 3:20 PM

Tracks: FOS: AUDG (Auditing Governmental)

Speaker(s): Asif Khan CGFM, CPA, CISA, FCCA ; Barry Ahearn ; Jonathan Morse ; Kristi Erlewine MBA
Medicaid ranks second in the largest dollar amount of federal improper payments. Learn how error rates are determined across states, causes for t... More...

M112 A Progress Report on AGA’s Research Study on ERM (Room 304 CD)

18 Jul 16
2:05 PM - 3:20 PM

Tracks: FOS: MGMT (Management Services)

Speaker(s): Rafael Cotto MBA
AGA’s ERM Task Force is pursuing an education and research program, including conducting webinars and initiating a sponsored research pr... More...

M113 Strength Through Continuous Controls Monitoring (CCM) (Room 210 AB)

18 Jul 16
2:05 PM - 3:20 PM

Tracks: FOS: AUDG (Auditing Governmental)

Speaker(s): Christen Farmer ; Christina Prevalsky CFA ; Stephen Watson CGFM,CPA,CMA,CIA
Examine how agencies may use automated techniques to more efficiently and effectively monitor internal controls. The panel will discuss the bene... More...

M114 How Data Can Drive Financial Management (Room 213 AB)

18 Jul 16
2:05 PM - 3:20 PM

Tracks: FOS: MGMT (Management Services)

Speaker(s): David Horn CGFM, CPA ; Karen Lee ; Martha Rubenstein
Can data change the business of government? Case studies present ideas: fundamental analysis for CFOs, using single audit data to improve grants de... More...

M115 San Bernardino Bankruptcy — Causes, Processes and Resolution (Room 212 AB)

18 Jul 16
2:05 PM - 3:20 PM

Tracks: FOS: FINT (Finance-Technical)

Speaker(s): David Bobbitt CGFM, CPA, CIA ; Elaine Howle CGFM, CPA ; Sheila Hammond CGFM
On Aug. 1, 2012, the City of San Bernardino filed an emergency petition for Chapter 9 Bankruptcy. This session will explore some of the causes an... More...

Coffee Break with Exhibitors

18 Jul 16
3:20 PM - 4:00 PM

M116 Adopting a Shared-Service Model (Room 213 CD)

18 Jul 16
4:00 PM - 5:15 PM

Tracks: FOS: MGMT (Management Services)

Speaker(s): CJ Staton ; Glenn Davidson ; Matthew Miller
As agencies elect to either become or move to a Shared Service Provider, there are many keys to success. This session will cover key questions that... More...

M117 The DATA Act: What Every Auditor Needs to Know (Room 304 AB)

18 Jul 16
4:00 PM - 5:15 PM

Tracks: FOS: AUDG (Auditing Governmental)

Speaker(s): Andrew Lewis CGFM, CPA, PMP ; James Lisle CPA ; Melinda Miguel PMP, CIG ; Michelle Sager PhD
The panel will explore what IGs and the audit community at all levels of government need to know about how the DATA Act will impact their roles, ne... More...

M118 HHS DATA Act Pilot: Assessing Learn Grants (Room 303 A)

18 Jul 16
4:00 PM - 5:15 PM

Tracks: FOS: ACCG (Accounting Governmental)

Speaker(s): Christopher Zeleznik ; Ylonda Chestney
Join the HHS DATA Act grants pilot team to assess your grants life cycle knowledge — before and after using Learn Grants (a tab in the Grants... More...

M119 Workforce of the Future – Is Your Organization Ready? (Room 210 AB)

18 Jul 16
4:00 PM - 5:15 PM

Tracks: FOS: HR (Human Resources/Personnel)

Speaker(s): James Tyler, CGFM ; Justin Johnson ; Morgan Plummer ; Sean Morris
Government is recognizing the need to reform how it utilizes its greatest asset — people. Agencies have identified the need to attract millen... More...

M120 What Color Book Are You Using? (Room 210 CD)

18 Jul 16
4:00 PM - 5:15 PM

Tracks: FOS: AUDG (Auditing Governmental)

Speaker(s): George Strudgeon MBA, CGFM, CPA ; Kristen Kociolek CGFM, CPA, CGMA
A panel of auditors will discuss the GAO’s Yellow Book, Green Book, Blue Book and Red Book. This session is designed to highlight the auditin... More...

M121 Information Security – Are Audits Looking at the Right Controls? (Room 213 AB)

18 Jul 16
4:00 PM - 5:15 PM

Tracks: FOS: AUDG (Auditing Governmental)

Speaker(s): Linda Wilbanks CISO ; Michael Bowman CPA, CISA
Despite financial audits, SSAE 16 reviews, and FISMA evaluation programs, the risk of loss of critical and sensitive program data to hackers is hig... More...

M122 Federal Accountability and Information: Past, Present, and Future (Room 212 AB)

18 Jul 16
4:00 PM - 5:15 PM

Tracks: FOS: ACCG (Accounting Governmental)

Speaker(s): Amy Edwards ; Harold I. Steinberg , CGFM, CPA ; Mark Reger CPA
Federal financial accountability dates back to the origins of this country. To fully appreciate where are headed, it is important to know where we ... More...

Monday Event with Exhibitors (Convention Center Ballroom)

18 Jul 16
5:15 PM - 6:30 PM
Relax, enjoy light hors d’oeuvres and snacks, have a drink and mingle with other attendees. This is another opportunity to explore exhibits, ... More...

CGFM Day!

19 Jul 16
5:00 AM - 5:00 PM
Tuesday, July 19 is CGFM Day. Attention CGFMs: show your CGFM pride by wearing red or apparel with the CGFM logo. More...

Morning Stretch & Exercise (Room Salon F, Marriott)

19 Jul 16
6:00 AM - 6:30 AM
Speaker(s): Elena Tercero CGFM, CPA, CGMA
PiYo™ LIVE - Sweat & burn calories with fusion-style movements inspired by Yoga and Pilates. This class incorporates dynamic ba... More...

Exhibit Hall Open (Convention Center Ballroom)

19 Jul 16
7:00 AM - 4:05 PM
Visit with the exhibitors!  Exhibit hall is closed from Noon - 1 p.m. More...

T100 General Session: The 2016 Election: Disruption and Lessons in the Road Ahead (Platinum Ballroom, Marriott)

19 Jul 16
8:00 AM - 9:15 AM

Tracks: FOS: PD (Personal Development)

Speaker(s): Rich Karlgaard
The 2016 presidential election has shocked political strategists, pundits and policy makers. Now with the general election within our sights, Rich ... More...

T101 The Future of Financial Reporting in State and Local Government (Room 213 CD)

19 Jul 16
9:30 AM - 10:20 AM

Tracks: FOS: ACCG (Accounting Governmental)

Speaker(s): Leah Southers CGFM, CPA ; Lisa Parker CPA, CGMA ; Sheila Weinberg CPA
GASB has undertaken a major project, reexamining the financial reporting model in place since 2003. In a free-form exchange with audience members, ... More...

T102 Human Capital Challenges and Solutions in Shared Services (Room 304 AB)

19 Jul 16
9:30 AM - 10:20 AM

Tracks: FOS: HR (Human Resources/Personnel)

Speaker(s): Donna Edsall MBA, CGFM, CPA ; Jeffrey Johnson ; Jonathan Crutcher ; Justin Johnson
Shared services is a key component of the president’s management agenda, which is designed to improve the way government works. A key challen... More...

T103 HHS DATA Act Pilot: Single Audit (Room 304 CD)

19 Jul 16
9:30 AM - 10:20 AM

Tracks: FOS: AUDG (Auditing Governmental)

Speaker(s): Carmen Rivera-Cruz ; Christopher Zeleznik
Be part of HHS’ DATA Act grants pilot test, developed to determine whether the burden on non-federal entities can be reduced by eliminating u... More...

T104 Winning the War on Federal Improper Payments (Room 210 AB)

19 Jul 16
9:30 AM - 10:20 AM

Tracks: FOS: AUDG (Auditing Governmental)

Speaker(s): Fred Nunley ; Gloria Jarmon CGFM, CPA ; Jonathan Carver ; Steven L. Schaeffer JD, CGFM, CPA, CGMA, ATTY, MS ; Wendell Conner CPA
Improper payments cost federal agencies billions in taxpayer dollars annually. Building upon legislation like the Improper Payments Coordination Ac... More...

T105 Data and Analytics to Improve Decision Making (Room 210 CD)

19 Jul 16
9:30 AM - 10:20 AM

Tracks: FOS: MGMT (Management Services)

Speaker(s): Alan Evans ; Gwendolyn Sykes MPA, CGFM ; Justin Stutler MBA, PMP, PMI-ACP ; Melinda Morgan
Organizations need timely and accurate data to drive performance and decision-making. Despite a plethora of modern and legacy systems, many agencie... More...

T106 CIO Insight Session (Room 213 AB)

19 Jul 16
9:30 AM - 10:20 AM

Tracks: FOS: CSA (Computer Software & Applications)

Speaker(s): Allen Fazio ; Elaine Howle CGFM, CPA
CIO Allen Fazio highlights strategies, best practices and lessons learned in 20 years of business and IT transformation. He brings a unique pe... More...

T107 Performance Management in Today’s Business Environment (Room 212 AB)

19 Jul 16
9:30 AM - 10:20 AM

Tracks: FOS: MGMT (Management Services)

Speaker(s): Ashok Vadgama ; Michael Jacobson
Learn about the Consortium for Advanced Management-International’s (CAM-I) Framework for Performance Management, which includes: readiness as... More...

T108 Shared Services — Internal Consolidation vs. Migration (Room 210 CD)

19 Jul 16
11:00 AM - 11:50 AM

Tracks: FOS: MGMT (Management Services)

Speaker(s): Brien Lorenze ; Glenn Davidson ; Leroy Larkins
As agencies look to shared services to more effectively manage financial, procurement, personnel and other administrative support systems, how is t... More...

T109 Advocating for Government Accounting Curriculum (Room 213 CD)

19 Jul 16
11:00 AM - 11:50 AM

Tracks: FOS: HR (Human Resources/Personnel)

Speaker(s): Andrew Lewis CGFM, CPA, PMP ; Billy Morehead PhD, CGFM, CPA ; Terry Patton CGFM
AGA’s Government Accounting Education Task Force is charged with alleviating gaps in government accounting education, expanding recognition o... More...

T110 Understanding FITARA’s Impact on IT Programs (Room 304 AB)

19 Jul 16
11:00 AM - 11:50 AM

Tracks: FOS: FINT (Finance-Technical)

Speaker(s): Joseph Klimavicz ; Matthew Roper ; Nadine Cipriani
Panelists will share their experience with FITARA, how they are implementing it, and what impact it has had on operations; governance; budget plann... More...

T111 GAO Standards Update (Room 304 CD)

19 Jul 16
11:00 AM - 11:50 AM

Tracks: FOS: AUDG (Auditing Governmental)

Speaker(s): James Dalkin MBA, CGFM, CPA
Hear possible revisions and updates to GAO’s Yellow Book, including CPE requirements. You will also learn about auditor approaches for using ... More...

T112 The DATA Act — Substantive Benefits for State and Local Governments (Room 210 AB)

19 Jul 16
11:00 AM - 11:50 AM

Tracks: FOS: FINT (Finance-Technical)

Speaker(s): Hudson Hollister ; Karen Lee ; Kinney Poynter CPA ; Melinda Miguel PMP, CIG
Explore how the DATA Act’s promise to provide accessible information on all federal spending to stakeholders will help state and local govern... More...

T113 CFO Leadership Lessons (Room 213 AB)

19 Jul 16
11:00 AM - 11:50 AM

Tracks: FOS: ACCG (Accounting Governmental)

Speaker(s): Kim Farington CPA ; Martha Rubenstein ; Mona Amatie CGFM
CFOs will provide attendees with an overview of personal leadership lessons and defining moments that have helped shape their careers, as well as i... More...

T114 Telework – How Do We Make It Work? (Room 212 AB)

19 Jul 16
11:00 AM - 11:50 AM

Tracks: FOS: HR (Human Resources/Personnel)

Speaker(s): Karin Dasuki CPA, CGFM ; Michelle Picard CPA
An executive directive from the president has required federal agencies to inform employees of available telework options. But how do we balance th... More...

T115 HHS DATA Act Pilot: Consolidated Federal Financial Reporting (Room 211 AB)

19 Jul 16
11:00 AM - 11:50 AM

Tracks: FOS: ACCG (Accounting Governmental)

Speaker(s): Christopher Zeleznik ; Michael Peckham
Help HHS’ DATA Act PMO team in assessing whether allowing grant recipients to submit their Federal Financial Report (FFR) through one system ... More...

Luncheon & Awards Ceremony (Platinum Ballroom, Marriott)

19 Jul 16
11:50 AM - 12:50 PM
Join us for lunch and the opportunity to network with colleagues and friends, and help us recognize leaders who exemplify and promote excellent in ... More...

T116 GASB Update (Room 213 CD)

19 Jul 16
1:05 PM - 2:20 PM

Tracks: FOS: ACCG (Accounting Governmental)

Speaker(s): David Vaudt ; Lealan Miller CGFM, CPA ; Lisa Parker CPA, CGMA
GASB has been busy since PDT 2015. Learn about recently issued GASB Statements 77 through 82, which cover such topics as pensions, taxes and invest... More...

T117 Evolving CFO Role in Cybersecurity (Room 304 AB)

19 Jul 16
1:05 PM - 2:20 PM

Tracks: FOS: ACCG (Accounting Governmental)

Speaker(s): Elaine Howle CGFM, CPA ; Gwendolyn Sykes MPA, CGFM ; Robert McNamara ; Steven L. Schaeffer JD, CGFM, CPA, CGMA, ATTY, MS ; Steven O. App MBA, CGFM
Learn how CFOs at all levels of government are mitigating cybersecurity risk as it increasingly becomes an area of CFO responsibility. CFOs have be... More...

T118 Tools for DATA Act Success (Room 210 CD)

19 Jul 16
1:05 PM - 2:20 PM

Tracks: FOS: ACCG (Accounting Governmental)

Speaker(s): Christina Ho CPA, CISA ; Marcel Jemio
The Department of Treasury is leading the technical implementation of the Digital Accountability and Transparency Act (DATA Act). This session will... More...

T119 Can We Do More With Less? (Room 304 CD)

19 Jul 16
1:05 PM - 2:20 PM

Tracks: FOS: MGMT (Management Services)

Speaker(s): Joseph Jordan MBA ; Richard Haley II MPA
Agencies are weathering a “perfect storm”.  Budget cuts have introduced new risks into operations during a time of increased trans... More...

T120 Challenges for Federal and State Fiscal Sustainability (Room 210 AB)

19 Jul 16
1:05 PM - 2:20 PM

Tracks: FOS: FINT (Finance-Technical)

Speaker(s): Edward Mazur MBA, CPA ; Michelle Sager PhD
This session will highlight federal fiscal sustainability as presented in the 2015 Financial Report of the U.S. Government, GAO’s 2015 State ... More...

T121 Building Capacity for the Use of Data Analytics in Government (Room 213 AB)

19 Jul 16
1:05 PM - 2:20 PM

Tracks: FOS: MGMT (Management Services)

Speaker(s): James Barrera ; Scott Wrightson MPA, CFE ; Sheila Hammond CGFM
How do federal, state and local governments develop the capabilities and build capacity for the use of data analytics? This panel discusses the too... More...

T122 If You Don’t Know Your Risks, You Are at Risk! (Room 212 AB)

19 Jul 16
1:05 PM - 2:20 PM

Tracks: FOS: MGMT (Management Services)

Speaker(s): Dave McCue ; Mark Reger CPA ; Sallyanne Harper CGFM, CPA
Failure to know your risks and manage your risks can cost time, money and in some cases, careers.  Learn what new OMB requirements for ERM mea... More...

T123 FASAB Update (Room 213 CD)

19 Jul 16
2:35 PM - 3:25 PM

Tracks: FOS: ACCG (Accounting Governmental)

Speaker(s): Domenic Savini, CPA, CMA, CGMA, MSA ; Kim Farington CPA ; Ross Simms CPA,CIA ; Wendy Payne MPA, CGFM, CPA
Hear from members of the Federal Accounting Standards Advisory Board (FASAB) as they discuss currently ongoing and planned board projects, which ar... More...

T124 Improving Grant Management Performance (Room 304 AB)

19 Jul 16
2:35 PM - 3:25 PM

Tracks: FOS: MGMT (Management Services)

Billions of dollars of grants are made at the federal, state and local levels. Leadership at agencies that provide these grants often lack visibili... More...

T125 Restoring Fiscal Sustainability in a Responsible Manner (Room 210 CD)

19 Jul 16
2:35 PM - 3:25 PM

Tracks: FOS: FINT (Finance-Technical)

Speaker(s): Hon. David Walker
The federal government has grown too big, promised too much, subsidized too many, and Congress has lost control of the budget. It's time to mak... More...

T126 Are you Preparing for Retirement? (Room 304 CD)

19 Jul 16
2:35 PM - 3:25 PM

Tracks: FOS: PD (Personal Development)

Speaker(s): Ann Ebberts MS, PMP ; Jason Orsini
All of us — millennials through baby boomers — need to be preparing for retirement. This panel of retirement and wealth management prof... More...

T127 Train Yourself to Stop Checking the Box (Room 210 AB)

19 Jul 16
2:35 PM - 3:25 PM

Tracks: FOS: PD (Personal Development)

Speaker(s): Avanti Patel PMP ; Daniel Murrin CGFM, CPA ; Mark Reger CPA
Until recently, internal controls processes have been viewed somewhat as check-the-box exercises. Increased emphasis on internal controls and ERM h... More...

T128 DATA Act: A Boots on the Ground Perspective (Room 213 AB)

19 Jul 16
2:35 PM - 3:25 PM

Tracks: FOS: ACCG (Accounting Governmental)

Speaker(s): George Strudgeon MBA, CGFM, CPA ; Helena Sims ; Karin Dasuki CPA, CGFM ; Michael Peckham
The implementation of the DATA Act Is viewed as a key program for increasing government transparency. A panel of officials from HHS and states and ... More...

T129 Organizational Change Management — Migrating to a Shared Solution (Room 212 AB)

19 Jul 16
2:35 PM - 3:25 PM

Tracks: FOS: MGMT (Management Services)

Speaker(s): Christine Rodriguez ; Gerard Badorrek ; Jared Martin ; Jonathan Crutcher
Learn how to prepare to migrate to a shared environment. The panel will discuss planning for change management, and defining what your organizati... More...

T130 Certified Government Financial Manager (CGFM) (Room 211 AB)

19 Jul 16
2:35 PM - 3:25 PM

Tracks: FOS: PD (Personal Development)

Speaker(s): Elena Tercero CGFM, CPA, CGMA ; Katya Silver ; Riley Shaull CGFM, CPA
Discover the value of the CGFM designation. Hear your colleagues describe why they pursued this certification, how it has helped advance their c... More...

TYP Young Professionals Roundtable: How to Succeed in your Multi-generational Workplace (Room Salon G, Marriott)

19 Jul 16
3:30 PM - 5:45 PM

Tracks: FOS: PD (Personal Development)

Speaker(s): Joseph Sutter CGMA, CPA ; Kathryn Roberts CGFM
With four generations in today’s workplace, differences in styles, communications and thought processes occur and can be frustrating. Join us... More...

AGA Corporate Partner Advisory Group (CPAG) (Room 303A)

19 Jul 16
4:05 PM - 5:00 PM
Current CPAG representatives, and those organizations interested in joining the program, are invited to participate in the annual business mee... More...

Financial Management Standards Board Meeting (Marriott, Newport Beach Room)

19 Jul 16
4:05 PM - 4:55 PM
This meeting will be for all FMSB Members.  Dial-in information has been emailed to FMSB members - the same phone number and conference room w... More...

T131 Ethics Challenges and Opportunities (Room 210 CD)

19 Jul 16
4:05 PM - 4:55 PM

Tracks: FOS: BETH (Behavioral Ethics)

Speaker(s): Joseph Oliva CPA, CGMA ; Leon Young
In today's workplace, Ethics plays an increasingly important role.  This is an especially challenging year. This session will focus on ... More...

T132 From SSAE 16 to New Service Organization Reports (Room 213 CD)

19 Jul 16
4:05 PM - 4:55 PM

Tracks: FOS: ACCG (Accounting Governmental)

Speaker(s): Matthew Miller ; Robert Dacey JD, CGFM, CPA ; Wendy Payne MPA, CGFM, CPA
Government agencies significantly rely on service organizations to process accounting transactions, maintain accounting records and develop financi... More...

T133 Communicating Your Message with Graphics (Room 304 AB)

19 Jul 16
4:05 PM - 4:55 PM

Tracks: FOS: PD (Personal Development)

Speaker(s): Maryann Malesardi ; Ryan Whisenhunt
Information is just a few clicks away on just about anything you can imagine, but many won’t spend much time reading your information if it i... More...

T134 Reporting Matters for Recipient Integrity and Performance (Room 304CD)

19 Jul 16
4:05 PM - 4:55 PM

Tracks: FOS: ACCG (Accounting Governmental)

Speaker(s): Charles Hester CGFM, CPA, CFE ; Harold I. Steinberg , CGFM, CPA
Under the updated Uniform Guidance, mandatory reporting of certain events is now required under 2 CFR §200.113. The issuance of Appendix XII t... More...

T136 DATA Act: Pilot Implementation In Progress (Room 213 AB)

19 Jul 16
4:05 PM - 4:55 PM

Tracks: FOS: ACCG (Accounting Governmental)

Speaker(s): Michael Peckham ; Tim Gribben
Under leadership from Treasury, OMB, and agency officials, implementation of the Data Act of 2014 is well underway.  Receive a progress report... More...

Morning Stretch & Exercise (Room Salon F, Marriott)

20 Jul 16
6:00 AM - 6:30 AM
Speaker(s): Elena Tercero CGFM, CPA, CGMA
PiYo™ LIVE - Sweat & burn calories with fusion-style movements inspired by Yoga and Pilates. This class incorporates dynamic ba... More...

National Awards Breakfast (Platinum Ballroom, Marriott)

20 Jul 16
7:15 AM - 8:15 AM
The perfect way to start the day! Join us for a breakfast awards ceremony as we recognize and honor the accomplishments of our chapter leaders. You... More...

W100 General Session: Keys to Success (Platinum Ballroom, Marriott)

20 Jul 16
8:20 AM - 9:10 AM

Tracks: FOS: PD (Personal Development)

Speaker(s): Chip Fulghum
Learn to develop people, build trust, cultivate relationships and communicate more effectively. Get motivated to make a differenc... More...

W101 General Session: OMB/Treasury Update (Platinum Ballroom, Marriott)

20 Jul 16
9:10 AM - 10:00 AM

Tracks: FOS: ACCG (Accounting Governmental)

Speaker(s): Elaine Howle CGFM, CPA ; Mark Reger CPA

W102 Fraud Risk: Implementing the Risk Management Framework (Room 213 CD)

20 Jul 16
10:30 AM - 11:45 AM

Tracks: FOS: MGMT (Management Services)

Speaker(s): Dan Olson CFE ; Jonathan Morse ; Lori Pilcher ; The Honorable David Montoya
GAO’s “A Framework for Managing Fraud Risks in Federal Programs” and OMB’s requirement that agency’s adhere to the ... More...

W103 The Journey to Financial Management Shared Services (Room 304 AB)

20 Jul 16
10:30 AM - 11:45 AM

Tracks: FOS: MGMT (Management Services)

Speaker(s): Amber Levofsky ; Melinda Morgan ; Robyn Burk MS. Logistics, MSEd, B.A.J., AF Ret. Col. ; Teia Clarke
Changing how agencies operate and transitioning to shared services can be an overwhelming process. A SSP customer and provider, as well as an agenc... More...

W104 How to Have the Most Efficient Audit? Let Auditors Help (Room 304 CD)

20 Jul 16
10:30 AM - 11:45 AM

Tracks: FOS: AUDG (Auditing Governmental)

Speaker(s): Brittney Williams CGFM,CPA ; Eric Scheetz CGFM,CPA ; Jonathan Crutcher ; Lealan Miller CGFM, CPA
Everyone in accounting, compliance, budgeting, etc. in any government will work with auditors.  Whether that be an external or internal audi... More...
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