PDI 2008
PDI Main > Workshop Information
1 Review of CDFM Exam - Module 1 (Resource Management Environment) This all day pre-conference workshop addresses the material covered in the Enhanced Defense Financial Management Training Course (EDFMTC) related to Resource Management Environment. It's intended for individuals who have completed a significant amount of exam preparation and are looking for that final review prior to taking the exam. The workshop will cover (1) Government Resource Management Environment, (2) Defense Resource Management Environment, (3) Personnel Management, (4) Manpower Management, and (5) Management and Internal Controls. This preconference session requires an additional fee. May 26, 0800-1700 Level: Intermediate. Prerequisite: EDFMTC or other appropriate DoD Financial Training. NASBA Classification: TBD. 8 CPEs. Group live presentation. 2 Review of CDFM Exam - Module 2 (Budget and Cost Analysis) Richard Arns, CDFM-A; Pamela Robinson, CDFM-A 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 and are looking for that final review prior to taking the exam. The workshop will cover (1) Planning, Programming, Budgeting and Execution, (2) Cost Analysis, and (3) Business Management Process Improvement. This preconference session requires an additional fee. May 27, 0800-1700 Level: Intermediate. Prerequisite: EDFMTC or other appropriate DoD Financial Training. NASBA Classification: TBD. 8 CPEs. Group live presentation.
3 Review of CDFM Exam - Module 3 (Accounting and Finance) This all day pre-conference workshop addresses the material covered in the Enhanced Defense Financial Management Training Course (EDFMTC) related to Finance and Accounting. It's intended for individuals who have completed a significant amount of exam preparation and are looking for that final review prior to taking the exam. This workshop will cover (1) Fiscal Law (applicable to all CDFM module exams), (2) Finance, (3) Accounting, and (4) Auditing. This preconference session requires an additional fee. May 26, 0800-1700; May 27, 0800-1700 Level: Intermediate. Prerequisite: EDFMTC or other appropriate DoD Financial Training. NASBA Classification: TBD. 8 CPEs. Group live presentation.
4 Review of CDFM Exam - Module 4 (Acquisition) This day and a half pre-conference workshop addresses the material covered in the Certified Defense Financial Manager Program optional module focused on Defense Acquisition Business Management. It is intended for individuals who have elected to pursue the CDFM with Acquisition Specialty. This preconference session requires an additional fee. May 26, 0800-1700; May 27, 0800-1200 Level: Basic. NASBA Classification: Business Management and Organization. 12 CPEs. Group live presentation.
7 Microsoft Office Tips and Tricks We will share with you how to setup Microsoft Excel 2007 to make the transition easier. We'll show you new ways to: Navigate; Office 2003 Translations; Templates and Training; New Features and Capabilities; and Macros and Trusted Sources. Everyone will receive a CD with many powerful tips and tricks to take home with you. May 27, 100-1215 Level: Basic. NASBA Classification: Finance. 1.5 CPEs. Group live presentation.
8 Microsoft Office Excel Tips and Tricks We will share with you over 40 tips and tricks provided by other FMers to help make your job easier. Everyone will receive a CD with many powerful tips and tricks to take home with you. May 27, 1230-1345 Level: Basic. NASBA Classification: Finance. 1.5 CPEs. Group live presentation.
9 Tricks to Putting PowerPoints Together Quickly We'll share with you how to link EXCEL graphs to PowerPoint, how to make all graphs the same size, and many more important tips. May 27, 1400-1515 Level: Basic. NASBA Classification: Finance. 1.5 CPEs. Group live presentation.
10 Current Budget Issues Led by senior OSD and Services budget officers, this workshop provides updates and insights into the FY 2008 and FY 2009 Defense Department budget. Discussion will include major Departmental themes, status of Congressional action and projected budget challenges. May 29, 1045-1200 Level: Basic. NASBA Classification: Specialized Knowledge and Applications. 1.5 CPEs. Group live presentation.
11 The 110th Congress and the DoD Budget Learn what resource issues and challenges are facing the new Congress and DoD this year. This workshop will explore the makeup and current issues facing the 110th Congress, the Congressional review of the FY 2009 DoD Budget request and the FY 2008 Supplemental request, and the future resource challenges facing DoD and the Congress. It will provide you an understanding of the FY 2009 budgetary environment in the executive and legislative branches, the major components and schedule of the congress ional budget review process, and the political realities and challenges for future defense budgets. May 30, 0915-1030; May 30, 1530-1645 Level: Basic. NASBA Classification: Finance. 1.5 CPEs. Group live presentation.
12 Working with Congress on the DoD Budget Learn how to work more effectively with congressional staff to achieve the best results. This workshop, taught by a former senior Congressional liaison for OSD, will explore the what, when, and why of congressional action. The workshop will look at structural and procedural changes in the new congress, the new earmark rules, and how the changing dynamics may affect future defense budgets. May 29, 1530-1645 Level: Basic. NASBA Classification: Economics. 1.5 CPEs. Group live presentation.
13 The Reality of Financial Management in War This workshop will provide the audience an appreciation of the magnitude and complexity of managing DoD's resources at war. May 29, 0915-1030 Level: Intermediate. NASBA Classification: Finance. 1.5 CPEs. Group live presentation.
14a Mini-Course - Introduction to Working Capital Funds This mini-course provides information on the Federal Working Capital Fund application in DoD. Learn the fundamentals of the process and how they interface with Federal Appropriations. Learn how DoD uses this dynamic process to understand the costing of over $118B annually in the Military services. May 29, 0915-1030 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
14b Mini-Course - Introduction to Working Capital Funds This mini-course provides information on the Federal Working Capital Fund application in DoD. Learn the fundamentals of the process and how they interface with Federal Appropriations. Learn how DoD uses this dynamic process to understand the costing of over $118B annually in the Military services. May 29, 1045-1200 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
15 Defense Working Capital Fund (DWCF) This workshop provides an overview of the various DWCF business areas. Current and future issues facing DWCF managers are covered and areas for improvement are discussed. May 30, 1400-1515 Level: Intermediate. NASBA Classification: Business Management and Organization. 1.5 CPEs. Introduction to DWCF Group live presentation.
16 Performance Measurement This workshop, taught by a professor at the Defense Rsourcce Management Institute, will explore the critical issues surrounding the question: what we should measure and why? We will discuss important linkages between strategic planning, program decision-making, and program execution. We will also consider program evaluation and organization learning over time. May 29, 1400-1515 Level: Intermediate. NASBA Classification: Business Management and Organization. 1.5 CPEs. Knowledge or interest in outcome-based or output-based performance measures Group live presentation.
17 Capability Portfolio Management The 2006 Quadrennial Defense Review emphasized the need to facilitate strategic choices and improve our ability to make capability tradeoffs at the enterprise level. One approach that is actively being explored is joint capability portfolio management. This workshop will describe the purpose and evolution of capability portfolio management in the DoD and its relationship to Planning, Programming, Budgeting, Execution, and Assessment. May 29, 1400-1515 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
18a Mini-Course - Fundamentals of Decision Support -- Transforming Roles of DoD Financial Managers The presentation, made by faculty of the Defense Financial Management and Comptroller School (DFM&CS) will begin with an introduction to various decision support concepts as part of a transformation of the roles of financial managers in industry, the government, and DoD. We will present the decision support model taught at the DFM&CS as a methodology for organizing and structuring their support. Participants will receive information on various analytical tools emphasizing the required inputs, outputs, and applicability of each. May 30, 0915-1030 Level: Basic. NASBA Classification: Management Advisory Services. 1.5 CPEs. Group live presentation.
18b Mini-Course - Fundamentals of Decision Support -- Transforming Roles of DoD Financial Managers The presentation, made by faculty of the Defense Financial Management and Comptroller School (DFM&CS) will begin with an introduction to various decision support concepts as part of a transformation of the roles of financial managers in industry, the government, and DoD. We will present the decision support model taught at the DFM&CS as a methodology for organizing and structuring their support. Participants will receive information on various analytical tools emphasizing the required inputs, outputs, and applicability of each. May 30, 1045-1200 Level: Basic. NASBA Classification: Management Advisory Services. 1.5 CPEs. Group live presentation.
19 Current Issues in Cost Analysis Mr. Steve Bagby (Army) and Mr. Richard Hartley (Air Force) are senior leaders in cost estimating and economics. During this workshop, they will discuss service specific issues relating to cost estimating and analysis, as well as DoD-wide and industry challenges. Discussion topics will include estimating overrun causes/solutions, recruiting/retention, training and certification programs, data collection, and challenges with risk assessments. The workshop will conclude with time for questions and answers. May 30, 0915-1030 Level: Basic. NASBA Classification: Specialized Knowledge and Applications. 1.5 CPEs. Group live presentation.
20 Budgeting for Civilian Personnel in the Department of Defense - National Security Personnel System (NSPS) Implementation This course will provide an overview of budgetary processes (NSPS and other), current resourcing environment, and authorities that exist in the DoD that can be used for optimizing the management of manpower in an organization. The focus will be on the financial management of civilian personnel. May 29, 1045-1200 Level: Basic. NASBA Classification: Finance. 1.5 CPEs. Group live presentation.
21 Business Case Analysis Guidance This workshop examines how AF organizations have responded to the marked increase in requests for business case analysis (BCA) to support decisions. After a quick review of the current BCA guidance and differences between economic analysis and business case analysis, the focus will move to discussing recent BCAs. We will examine how the overall BCA structure was applied and tailored, discuss the major stumbling blocks encountered along the way, and assess whether the BCA was the best analysis tool to use for each situation. May 29, 1400-1515 Level: Basic. NASBA Classification: Finance. 1.5 CPEs. Group live presentation.
22 Predicting the Level of Future Defense Spending The defense top line is in its ninth consecutive year of real growth--longest since WWII--with near-term prospects of becoming highest in history. Since 2001, DoD has doubled planned investments in new systems from about $700 billion to nearly $1.4 trillion, but issues of program stability and affordability in the face of growing war costs, competing needs, large federal deficits, and a new political landscape are growing. This workshop, which is based on a long standing annual survey performed by the Electronics Industries Alliances, address the issues and prospects for the future. May 30, 1045-1200 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
23 President's Management Agenda - A Way Ahead This workshop provides an update on how well the DoD is doing in meeting the President’s Management Agenda. Most discussion will focus on (1) improved financial performance and (2) budget and performance integration. May 29, 1400-1515 Level: Basic. NASBA Classification: Specialized Knowledge and Applications. 1.5 CPEs. Group live presentation.
24 Building Defense Budgets: The View from the White House The budget is frequently used as a tool to force policy tradeoffs and implement Presidential priorities. Mr. Chris Johns from the National Security Division of the Office of Management and Budget (OMB) will address the broad trends in defense spending and the issues affecting defense over the next five years. This will include a discussion of the government-wide budgetary context and how it will likely affect future choices on defense spending. He will also discuss the role of OMB in providing direction to the Defense Department and its initiatives to implement the President's Management Agenda. May 30, 0915-1030 Level: Basic. NASBA Classification: Accounting (Governmental). 1.5 CPEs. Group live presentation.
25 Global War on Terror Cost of War Reporting The panel, including a number of senior government experts, will discuss the challenges of reporting the costs of the Global War on Terror and suggest best approaches. May 29, 1530-1645 Level: Basic. NASBA Classification: Finance. 1.5 CPEs. Group live presentation.
26 Federal Budget Game: Principles and Priorities At this workshop you will be the President and Congress. You will join in an interactive game in which participants learn how difficult it is to balance the federal budget by making many of the policy decisions facing the President and lawmakers. Working in groups of about five, workshop participants review current spending priorities, suggest principles for the future, and then apply their principles by selecting from several dozen priorities currently being discussed in Washington. The game is created and run by the Concord Coalition (a non-partisan organization dedicated to fiscal responsibility). May 30, 1045-1200; May 30, 1400-1515; May 30, 1530-1645; Level: Basic. 1.5 CPEs. Group live presentation.
27 Special Operations Resourcing A behind the scenes look at the unique nature of funding America's Quiet Warriors, presented by a senior comptroller at SOCOM. This workshop will include a complete laydown of funding available to special operatorion forces, how it is applied, and challenges faced. This workshop combines short videos, operational vingnettes, raw numbers, and humor to explain the inner workings of resource management in the United States Special Operations Command. May 30, 1400-1515 Level: Basic. NASBA Classification: Specialized Knowledge and Applications. 1.5 CPEs. Group live presentation.
29 Budget Transformation Implementation This workshop provides a look at budget transformation in plain speak. It provides discussion on why transform, what specific areas to focus on, and how to approach transformation systematically. It discusses influences from outside the services (OSD, Hill Staffers, the Congress), benchmarking with sister services, and Lean/Six Sigma tools that help transformation remain on track. The workshop will also discuss roadblocks, communication tools, and the will to focus on positive change. May 30, 1400-1515 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
30 Talking Sense About Costs This workshop will present basic concepts in identifying and understanding costs. This information can be used to educate and enable effective decision making. The discussion will include many cost concepts: direct, indirect, overhead, G&A, full, relevant, support, downstream, sunk, fixed, marginal, average, and opportunity costs. It will relate these concepto identifying costs associated with operations and sustainment, infrastructure, BRAC, A-76 competitions, reimbursements and weapon systems. The speaker has unique background and experience in relation to cost from the Defense, Federal and State, and commercial arenas. He has a Masters from Harvard and taught Economics at the US Military Academy. May 29, 1530-1645 Level: Basic. NASBA Classification: Economics. 1.5 CPEs. Group live presentation.
34 Tips on Base-Level Fiscal Law The presenter, a senior fiscal lawyer in the Air Force, will discuss fiscal law issues that often arise at bases and installations and how to approach them. Topics will include such enduring issues as food at conferences, collecting conference fees, the issue of coins, personal use of government resources, and much more. May 29, 1045-1200; May 30, 1530-1645 Level: Basic. NASBA Classification: TBD. 1.5 CPEs. Group live presentation.
35 Antideficiency Act (ADA) Case Studies This workshop, presented by a senior Army fiscal lawyer, will survey the law and cover the criminal and administrative penalties that can be imposed when federal appropriations are illegally obligated or expended. Case studies will be presented with facts and analysis of what went wrong in real cases. Purpose, Time, and Amount violations that have led to actual ADA violations will be presented. Also covered will be the processes and procedures involved from filing a flash report, performing the investigation, and completing the final report. May 29, 1530-1645; May 30, 1530-1645 Level: Basic. NASBA Classification: Business Law. 1.5 CPEs. Group live presentation.
36 Basic Fiscal Law This workshop, presented by a senior Navy lawyer and lecturer, will briefly examine the statutory, regulatory, policy and historical basis for the use of appropriated funds in the conduct of DoD's business. Beginning with a general overview of Constitutional and legislative underpinnings, the workshop will provide an explanation of the roles of the executive and legislative branches in the appropriations process and the basic structure of the DoD appropriations act. The workshop will then provide an overview of the three prong purpose-time-amount analysis (The PTA Analysis) used in examining fiscal law questions, with reference to the requirements of the Antideficiency Act. May 30, 0915-1030; May 30, 1400-1515 Level: Basic. NASBA Classification: Business Law. 1.5 CPEs. Group live presentation.
37 Contractors in the Federal Workplace This workshop, presented by a senior Army lawyer, will focus on the issues created by the overwhelming increase in the numbers of contractor employees performing functions previously performed by military and civilian personnel. The workshop will address many of the ethical and legal implications arising from the presence of contractor employees in the federal workplace. The emphasis will be on what federal employees must do to avoid violating ethics rules and their oaths of office. May 30, 1045-1200 Level: Basic. NASBA Classification: Business Law. 1.5 CPEs. Group live presentation.
38 Fiscal Law Issues in War This workshop, presented by a senior JCS lawyer, will review the current statutory and legislative authorities used to fund United States military operations. May 30, 0915-1030 Level: Basic. NASBA Classification: Specialized Knowledge and Applications. 1.5 CPEs. Group live presentation.
39 Streamlining Defense Security Investigations This Federal Government needs a qualified, trusted workforce available to successfully execute its missions. However, longstanding practices used in the security processing of individuals and contractors pose challenges to the speed with which these individuals can begin their work or move from one role to another. This workshop is designed to inform participants about the full scale efforts underway to overhaul the security clearance process. Senior speakers from DoD and the Office of the Dire tor of National Intelligence will update attendees on the process, policy, and information technology modifications in progress to enable meaningful change. May 29, 1045-1200 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
40 Enterprise Wide Transformation The DoD is continuing its efforts to modernize business capabilities across the DoD Enterprise. This work spans OSD, the Military Departments, and the Defense Agencies, with each segment of the Enterprise responsible for distinct but inter-dependent elements of the transformation. The Business Transformation Agency focuses on business and systems modernization across the entire DoD, including a number of enterprise-wide financial management solutions. Agency Director David F isher will speak about a number of these Enterprise-wide initiatives, and how they fit into the overall DoD business transformation efforts. May 29, 0915-1030 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
41 DoD Financial Improvement and Audit Readiness (FIAR) Overview This workshop, presented by the OSD lead for FIAR, will provide an overview of Department's efforts to achieve financial improvement and audit readiness. The workshop will highlight approach, progress, lessons learned, and the way ahead. May 29, 0915-1030 Level: Intermediate. NASBA Classification: Accounting (Governmental). 1.5 CPEs. Group live presentation.
42 Military Equipment Valuation – from Pentagon to Foxhole This workshop will first provide an overview of Military Equipment Valuation from the Pentagon perspective; what is military equipment valuation, what is required to meet the requirements; what policies are being changed at the Department level to enable the process; and what are the real benefits to be realized by this process. The second half of the workshop will focus on the issues and challenges to implementing the military equipment valuation process from the user perspective…where the rub ber meets the road. May 29, 0915-1030 Level: Basic. NASBA Classification: Specialized Knowledge and Applications. 1.5 CPEs. Group live presentation.
43 DoD Implementation of the OMB Circular A-123 Through the Managers' Internal Control Program This workshop will advocate the importance of establishing and maintaining effective internal management controls for all functions, not just finance and accounting; provide elements of a successful Managers' Internal Control Program used by DoD to implement the OMB Circular A-123 and the Federal Managers' Financial Integrity Act; and showcase methods used by DoD to improve performance and awareness in such tools as the Statement of Assurance Scorecard and the Check It Awareness Campaign. May 30, 1045-1200 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
44 Fraud and Internal Controls Weak internal controls contribute to errors, rework, and inefficiency. In some cases they lead directly to major fraud. This workshop, presented by the DoD Deputy Inspector General for Auditing, will examine cases of fraud in procurement and in DoD service functions that were enabled by systemic failures in internal controls. She will present several case histories that highlight specific internal control deficiencies and discuss the cause and effect of each one. She will discuss their impact on people, organizations, and public trust. May 29, 0915-1030 Level: Intermediate. NASBA Classification: Auditing. 1.5 CPEs. Group live presentation.
45 A Proactive Approach to Developing and Maintaining an Effective Internal Control Environment No organization is completely shielded from fraud, waste, and abuse. However, with a proactive approach to developing internal controls, organizations can achieve reasonable assurance. For this workshop, Mr. Gregory Kutz, a forensics auditing expert at GAO, will discuss the type of environment leading to fraud, waste, and abuse; its consequences to an organization; and what approaches organizational leaders can take to set the tone and implement effective controls. May 30, 1400-1515 Level: Intermediate. NASBA Classification: Auditing (Governmental). 1.5 CPEs. Group live presentation.
46 Continuing DFAS Transformation: BRAC and Beyond Listen to the DFAS Director discuss DFAS's multi-faceted strategy to close sites, support new system deployments, hire and train new employees, and improve service. May 29, 1400-1515 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
47a Mini-Course - Introduction to Lean6 (Lean Six Sigma) Our Introduction to Lean6 can show you how a structured methodology and a few simple tools can help eliminate wasteful activities and variation within a business. Using a fun paper airplane simulation, this course will take you on a walk through a typical process improvement event and the tools used to facilitate it successfully. Join us for a fast-paced, hands-on experience in process improvement. May 29, 1400-1515 Level: Basic. NASBA Classification: Specialized Knowledge and Applications. 1.5 CPEs. Group live presentation.
47b Mini-Course - Introduction to Lean6 (Lean Six Sigma) Our Introduction to Lean6 can show you how a structured methodology and a few simple tools can help eliminate wasteful activities and variation within a business. Using a fun paper airplane simulation, this course will take you on a walk through a typical process improvement event and the tools used to facilitate it successfully. Join us for a fast-paced, hands-on experience in process improvement. May 29, 1530-1645 Level: Basic. NASBA Classification: Specialized Knowledge and Applications. 1.5 CPEs. Group live presentation.
48 Making Things Happen with DISA Financial Statements Improvements to operations using financial data, practices and policies. May 30, 1045-1200 Level: Basic. NASBA Classification: Finance. 1.5 CPEs. Group live presentation.
50a Mini-Course - Solving Accounting and Auditing Problems for the US Corps of Engineers SESSION 1 PricewaterhouseCoopers (PwC) assisted the DoD Office of Inspector General in conducting the annual financial statement audits of the US Army Corps of Engineers--Civil Works (USACE) for fiscal years 2006 and 2007. Two sessions will be offered to help participants understand major issues encountered and practical solutions implemented to address them. Session 1: Property, Plant & Equipment (P P&E). Because USACE's operations are capital intensive and widely dispersed, PP&E proved to be one of the most challenging areas of the financial statement audit. Among the challenges were: Valuation of assets, including use of estimates; Proper accounting for costs that should be capitalized vs. expensed; measuring placed-in-service dates; Controls over physical existence; Sufficiency of evidence to document management's assertions. This session will review these topics of vital importance to any DoD component getting ready for a full-scope financial statement audit. May 29, 0915-1030 Level: Intermediate. NASBA Classification: Auditing (Governmental). 1.5 CPEs. Group live presentation.
50b Mini-Course - Solving Accounting and Auditing Problems for the US Corps of Engineers SESSION 2 Session 2: Financial Reporting Process and Accrual Accounting. DoD components are accustomed to preparing their financial statements in conformity with DDRS standards. However, preparing timely, stand-alone financial statements for audit in conformity with OMB 07-04 financial reporting guidelines requires changes in the form and content of the statements and footnotes, as well as in the tasks and processes usually employed. The importance of completeness and accuracy in accrual accounting and disclosures emerged as an important theme of USACE's annual audits. This applied to both routine transactions such as accounts payable and receivable with trading partners, as well as to less routine contingent legal and environmental liability activities. This session will provide specific insights on key financial reporting process and accrual-related accounting and auditing problems and illustrate the solutions applied at USACE's that might be helpful to statement audits. May 29, 1045-1200 Level: Intermediate. NASBA Classification: Auditing (Governmental). 1.5 CPEs. Group live presentation.
51a Mini-Course - Introduction to Federal Accounting Concepts This mini-course will provide an introduction to federal accounting concepts. Learn the key concepts of federal government accounting, including accrual concepts, maintaining accurate journals and journal vouchers, managing accounts and ledgers, running trial balances and adjusting entries and reading financial statements. This mini-course is NOT intended for accounting professionals but rather for those who work in other areas and want an introduction to accounting concepts. May 29, 1400-1515 Level: Basic. NASBA Classification: Accounting. 1.5 CPEs. Group live presentation.
51b Mini-Course - Introduction to Federal Accounting Concepts This mini-course will provide an introduction to federal accounting concepts. Learn the key concepts of federal government accounting, including accrual concepts, maintaining accurate journals and journal vouchers, managing accounts and ledgers, running trial balances and adjusting entries and reading financial statements. This mini-course is NOT intended for accounting professionals but rather for those who work in other areas and want an introduction to accounting concepts. May 29, 1530-1645 Level: Basic. NASBA Classification: Accounting. 1.5 CPEs. Group live presentation.
52 Are Your Transactions on Track? Financial transactions are much like life's events and should be managed as critical parts of any organizations business processes. The Triannual Review, which will be discussed during this workshop, is one approach that fosters the development of good financial management practices by establishing a formal document review process that requires transaction owners to validate and document the condition of their open transactions. It establishes the means of holding transaction owners accountable and provides a financial management benchmark the financial position of the reporting organization at least three times annually. What will we cover? 1. The process and the business rules. 2. The codes and their purpose. 3. How it is used. 4. When do you stop using them? Good financial management practice is the key to success. May 29, 1400-1515 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
53 DIMHRS for Army 2008 This workshop, taught by a DIMHRS expert, will discuss DIMHRS, scheduled for fielding to the Army in Fall 2008. The workshop will identify potential wrinkles in the installation and solicit help in managing the transition. The workshop will include full and open discussion concerning risks and problems. May 29, 1045-1200 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
54 Making Financial Management a More Lethal Weapon This workshop addresses the challenges the DoD Financial Management community need to take on to be more effective and efficient; more vital to the warfighter. May 30, 1045-1200 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
55 DoD Financial Management Priorities and Emerging Issues Transform Operations, Improve Stewardship, Recruit and Retain a World-Class Financial Management Workforce. Learn how the OSD Comptroller is shining new light on the future of financial management in the Department of Defense. May 30, 0915-1030 Level: Basic. NASBA Classification: Accounting (Governmental). 1.5 CPEs. Group live presentation.
56 How Your Life Will Change When the ERPs Arrive This workshop will include presentations by the directors of financial operations for each of the military departments followed by a panel discussion. The workshop will reveal how life changes at the organization and personal level, and how people can prepare personally and professionally to take advantage of these technologies. Speakers will share tools and techniques for effectively transitioning to an ERP, resolving challenges that emerge after going live, and examples of how ERPS are impro ving their business. Start putting together your personal plan for being successful in the world of ERPs. May 29, 1045-1200 Level: Basic. NASBA Classification: Finance. 1.5 CPEs. Group live presentation.
57 Making Best Use of ERPs Enterprise Resource Planning Systems (ERPs) are being implemented throughout the DoD to transform financial management processes, modernize financial systems, and achieve compliance with federal laws and regulations. By looking at the commercial sector and DoD experience implementing ERP financial systems, we explore the potential business benefits of implementing ERP systems and the keys to realizing those benefits. May 29, 1530-1645 Level: Basic. NASBA Classification: Specialized Knowledge and Applications. 1.5 CPEs. Group live presentation.
58 Risk Management This workshop will explore an agency's strategic goal of attaining operational excellence in Finance and Accounting services. We will discuss implementing a Enterprise Risk Management Program and Business Activity Monitoring and how this will strengthen internal controls and deliver risk management at every level. May 30, 0915-1030 Level: Basic. NASBA Classification: Accounting (Governmental). 1.5 CPEs. Group live presentation.
59 Cost Management Using New ERPs This workshop provides an overview of how the Army is enhancing its approach to cost management through the development of its ERP system, GFEBS. The workshop gives an overview of the system's capabilities for cost accounting, analysis, control, and planning. This session will show how the Army is using the cost functionality of the system to tie cost and performance, improve enterprise management, and support improved stewardship. May 29, 1400-1515 Level: Basic. NASBA Classification: Finance. 1.5 CPEs. Group live presentation.
60 Is Auditability Just an ERP Away? Premise: A commercial ERP is a fundamental and necessary element to achieve and sustain audit readiness for your organization and you are well on your way to implementation. Why you should still be worried? Real lessons learned in fielding the first successful end-to-end business ERP implementation in the DoD and practical recommendations to prevent rework and costly experiences. May 29, 0915-1030 Level: Basic. NASBA Classification: Specialized Knowledge and Applications. 1.5 CPEs. Group live presentation.
61 The CFO and CIO Tango: Dancing Together for Success In a world where technology solutions and financial management are merging together at an unprecedented rate, the CFO and CIO need to effectively work together to accomplish their missions. This workshop, presented by the senior Air Force leaders for financial operations, will discuss how these two disparate groups have forged ties in delivering solutions to their stakeholders. By delivering these solutions to their stakeholder, this tango between the two has resulted in open and transparent com munication, improved financial visibility, decreased implementation costs, and improved overall operations for our Warfighter. May 30, 1045-1200 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
62 XBRL - Adding Value to the Data Supply Chain This workshop will discuss eXtensible Business Reporting Language (XBRL) and its application in solving real-world business problems. The Federal Financial Institutions Examination Council (FFIEC) Agencies are planning to expand the XBRL-Based Central Data Repository data collection process by adding the Uniform Bank Performance Report (UBPR) performance information on the Internet. Presently financial institutions utilize (XBRL) to submit their Call Report data to the FFIEC. Moving the UBPR pro cess to the CDR will allow the Agencies the ability to provide the same information used by the Agencies in their off-site examination process on a timelier basis. May 30, 1400-1515 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
63 Current Manpower Issues This workshop will address manpower issues that are of interest to defense financial managers to include (1) processes for insourcing (converting contractor positions to government employees) as well as military-to-civilian conversions, (2) limitations on military headquarters activities, (3) manpower modeling in support of business transformation and (4) other topics. May 30, 1400-1515 Level: Intermediate. NASBA Classification: Management Advisory Services. 1.5 CPEs. Group live presentation.
64 The Rise of Lean Six Sigma in the Defense Sector: The Financial Management Linchpin This workshop will expose you to the role financial management and managers play in realizing the return on investment promised through Lean Six Sigma (LSS) deployment. In this workshop we will discuss the issue of realizing belt project savings as part of the strategic value promised by LSS. We'll share learnings and practices that have evolved in the defense community that give LSS financial credibility. Our discussion will cover key issues such as: How do you qualify the savings (time, cost, quality, and resource management) and best practices in validating costs (reporting practices, standard policies, audit teams). May 30, 1045-1200 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
65 Applying Lean Six Sigma to Financial Processes: The Coast Guard Finance Center Experience Lean and Six Sigma techniques were developed to support manufacturing operations. Learn how an “accounting factory” applied Lean and Six Sigma techniques and management philosophies to dramatically increase throughput, identify reinvestable resources, and create a culture that made process improvement everyone’s job. Level: Basic. NASBA Classification: Specialized Knowledge and Applications. 1.5 CPEs. Group live presentation.
66 Back to Basics in Management Accounting: Resource Consumption Accounting This workshop will discuss Resource Consumption Accounting, a new technique in management accounting that incorporates 50 years of techniques used widely in Germany and in applications such as Activity-Based Costing. It is based on long standing, fundamental management accounting concepts. So what's different? As you will learn, three items distinguish Resouce Consumption Accounting. 1. A focus on managerial decision making before you build a model. 2. The ability to adjust the focus of th e model to target key business issues as they arise. 3. A clear focus on resource capacities and cost. Resource Consumption Accounting is not flashy and it's not easy, but it provides the right information for business decisions. May 30, 0915-1030 Level: Basic. NASBA Classification: Accounting. 1.5 CPEs. Group live presentation.
67 DoD's SFIS is Key to Improved Transparency and Accountability in Defense Financial Management The DoD has defined the Standard Financial Information Structure (SFIS) as its single accounting classification structure for the future. The SFIS will be implemented in all DoD business systems and is a key component of the DoD's efforts to improve standardization, transparency and accountability in Defense financial management. Mr. Smith is one of the original champions of the SFIS and remains involved as a key stakeholder and champion in this very important initiative. This presentation will provide an overview of SFIS, to include its evolution, objectives, and why it is so important. The speaker will discuss the latest developments of the SFIS initiative, including the challenges and successes encountered while implementing and integrating the SFIS into the DoD's transforming business environment. The speaker will also address the relationship of SFIS to other federal initiatives and standards, such as the Common Government Account Code (CGAC). May 30, 0915-1030 Level: Intermediate. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
68 The New Economics for Reducing Base Operating Support Costs Base Operating Support (BOS) costs are a major part of the DoD Budget. Utility costs are a good example of these BOS costs and are a must-pay item in any budget. When a DoD installation purchases utilities, it currently has to largely accept the price offered by the local utility company. In this case, the customer is limited to one producer (i.e., the local utility company) and a competitive pricing environment does not exist. SAIC has helped to develop an innovative proc ess to increase transparency in the energy markets. This process, referred to as a Reverse Energy Auction, allows prospective energy suppliers to actively compete for business through the use of an on-line platform. These suppliers are able to bid down the cost of supplying energy until the lowest cost has been reached creating a competitive marketplace. The process has already produced substantial cost savings for many states, municipalities, etc. This Workshop will fully explain how the Reverse Energy Auction process works from start to finish. May 29, 1045-1200 Level: Basic. NASBA Classification: Economics. 1.5 CPEs. Group live presentation.
70 Automating Balanced Scorecard This workshop provides an overview on what key factors to consider before designing and automating a balanced scorecard. May 29, 1400-1515 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
71 Integrating Financials Initiatives Effectively This workshop will discuss how to integrate the various DoD OUSD(C) initiatives into a cohesive program that enables organizations to achieve the overarching goals and benefits of auditable financials. The workshop will start with an initial discuss of the framework for each program and lead into the relationship between each of the programs. It will conclude with a demonstration of the achieveable benefits resulting from cohesive integration. Programs included are FIAR, FMFIA, OMB A-123, and Financial Statements. May 30, 0915-1030 Level: Basic. NASBA Classification: Finance. 1.5 CPEs. Group live presentation.
74 Budget Execution A number of issues will be discussed that affect execution of budget authority provided by Congress through the appropriation process. While the primary focus of the workshop is on execution of defense acquisition programs, attendees working other appropriations may also find the workshop beneficial. Issues planned to be addressed 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 goals set by OSD and Service for obligations and expenditures, to include implications of those goals in budget execution. The attendee will have a better understanding of the following: 1. The apportionment process by which budget authority passes through OMB, OSD and the Services down to the operating element (such as an acquisition program office). 2. Federal statues pertaining to the use of appropriated funds. 3. Fiscal laws. 4. Rules pertaining to reprogramming appropriated funds. May 30, 1400-1515 Level: Basic. NASBA Classification: Finance. 1.5 CPEs. Group live presentation.
75 Earned Value and the Acquisition Program 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 and the March 2005 policy change will be discussed. Analysis tips will also be discussed. May 29, 1045-1200 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
76 Financial Implications of Contracting for Acquisition Programs 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. May 30, 1045-1200 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
77 Programming and Budgeting Policies for Acquisition Programs 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. May 29, 0915-1030 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
78 Integrating the BFM Functions of a Program Office In the 1980s and 1990s, the job description of a financial/budget program analyst read more like a data entry clerk. Today, the most valuable analysts have moved from data entry to providing useful information to assess the fiscal health of acquisition programs. Moreover, analysts are now expected to provide the Program Manager (PM) with logical and actionable recommendations that will influence the future. The focus of this workshop is to discover how the Business and Financial Manager (BFM) integrates cost estimating, budget development and defense, budget execution, contracting, and earned value management to enable the PM to succeed. Issues to be addressed include: turning the cost estimate into a defensible budget; presenting and defending the budget request; and, executing the budget through sound contracting and earned value management practices. The attendee will have a better understanding of the following: 1. Budgeting policies applicable to the program management office. 2. POM and Congressional Enactment entry points for the PM. 3. How Earned Value Management can give insight to future budget needs. 4. How to keep the program’s budget aligned with the program office estimate. May 30, 0915-1030 Level: Basic. NASBA Classification: Finance. 1.5 CPEs. Group live presentation.
79 Contract Closeout Issues Develop an understanding of the Contract Closeout process and the National Defense Authorization Act (NDAA) of 2004. Contract Closeout is much more than the final payment of the contract. It begins in the contract negotiation phase and its success is dependent on proper contract structure, effective administration and proper financial oversight. These steps promote fiscal responsibility throughout the life of the contract and facilitate judicious use of government funds. May 29, 1530-1645 Level: Basic. NASBA Classification: Finance. 1.5 CPEs. Group live presentation.
80 Services Contracting: Getting Off the Tactical Treadmill! Defining the right performance outcomes for service contract requirements is critical in developing business strategies that allow for innovation and performance improvements. Learn about organizations that have broken the business as usual mold and achieved savings and performance improvements to support their missions. May 29, 1400-1515 Level: Intermediate. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
81 What Do You Mean My Indirect Rates Are Going Up? - Implications of a Contractor's Indirect Rate Increasing The majority of federal government contracts are cost reimbursable contracts where the contractor is paid all allowable costs incurred plus a fee. A significant portion of those allowable costs are indirect costs, which are computed by applying indirect cost rates to direct costs of the same general type. Indirect rates can change for various reasons, to include timing of contract work effort and actions taken by the federal government. This presentation will address why indirect cost rates can change based on the phase of contract execution and on government actions. It will also examine why an acquisition program office could experience increased cost on a reimbursable contract as a result of actions taken on other federal government programs. May 30, 1045-1200 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
82 Acquisition Reporting The presentation will address the OSD and congressional reporting requirements for major defense acquisition programs (MDAPs). Specifically, it will address the Defense Acquisition Executive Summary (DAES), the Selected Acquisition Report (SAR), and the Unit Cost Reporting (UCR, also known as the Nunn-McCurdy reporting). It will also address the recent FY 07 National Defense Authorization Act, Section 816, which requires similar reporting for Information Technology (IT) acquisition programs. May 30, 0915-1030 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
83 Tips on Responding to Higher Headquarters By necessity, higher headquarters often propose budget reductions to the current year funding of a defense acquisition program. This presentation will focus on the Do's and Don'ts of writing budget reclamas once higher headquarters proposes the budget reduction. While the focus of the presentation will be on the RDT&E and procurement appropriations of acquisition programs, managers of other appropriations may also find the material beneficial. Learning Points: Ability to identify situations that tend to cause programs to lose funds, Identify some actions that can be taken to prevent loss of program funding, Describe some Do's and Dont's of writing budget reclamas. May 29, 1530-1645 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
84 Best Practices for Implementing and Integrating Performance Management and Business Systems Join presenter Mark Whiteside in this unique session. Attendees will learn how the Defense Acquisition University (DAU) has fully integrated and deployed its end-to-end, performance based strategic planning, performance management, and learning analytics to manage a global enterprise that graduates over 120,000 students per year. The approach provides Enterprise-wide performance measurement capability using a unique suite of business systems and an integrated data mart (recognized in 2007 by Computerworld as the best practice in the world). Recent recipient of over 20 corporate university best-in-class awards, DAU is the gold standard for all corporate universities. May 30, 1045-1200 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
88 The National Security Personnel System (NSPS) The National Security Personnel System (NSPS) brings about the most sweeping changes in civilian personnel management since the 1978 Civil Service Reform Act. In April 2006, DoD began the phased implementation of the human resources provisions of NSPS with 11,000 DoD civilian employees in Spiral 1.1. By April 2008, approximately 185,000 civilian employees will work in the NSPS performance-based system. The speaker will provide an update on NSPS imple mentation status and share results from the last performance appraisal cycle and payout. She will also share some of the key lessons learned from previous spirals and what to look for in the future as NSPS works to address the diverse needs of DoD organizations. May 29, 1045-1200; May 29, 1530-1645 Level: Basic. NASBA Classification: Personnel/HR. 1.5 CPEs. Group live presentation.
89 Educational Opportunities in DoD The DoD provides exceptional financial management educational and professional development opportunities for its members, offering both degrees and dollars. Representatives of the major financial management teaching institutions will provide program information and enrollment guidance to attendees. May 29, 1530-1645; May 30, 1530-1645 Level: Basic. NASBA Classification: Personal Development. 1.5 CPEs. Group live presentation.
90 Mass Career Customization: Aligning the Workplace with Today’s Workforce Today’s workforce has, in a few short generations, completely transformed – a transformation that has significantly impacted the federal workforce. From aging baby boomers, to changing family structures, to women now being the majority of the entry level workforce, to the arrival of Generations X and Y, never before have the collective characteristics of the employee changed so much in so little time. Yet, the expectations of the traditional workplace and the one-size-fits-all corporate ladder m odel of career progression have not changed. The result? A structural misalignment between the workplace and workforce. In this workshop you will learn how leaders who recognize the effect of these workforce trends can gain competitive edge with mass career customization (MCC)™. MCC provides an innovative approach that enables a more adaptive, corporate lattice™ model and responds to today’s realities on how work gets done and careers are built. Learn also how this approach can be applied in today's federal, and particularly in the DoD financial management, workforce. May 29, 0915-1030 Level: Basic. NASBA Classification: Personnel/HR. 1.5 CPEs. Group live presentation.
91 Quetsch Lecture: Special Operations and the Global War on Terror Our Quetsch lecturer for PDI 2008 is General (Ret) Doug Brown – former commander of the U.S. Special Operations Command. The special operations command has transitioned from a train, organize, and equip command to the designated lead in the Global War on Terror (GWOT). General Brown will discuss the strategy for the GWOT as well as the performance of Special Operations Forces around the Globe. He will also welcome your questions. May 29, 0915-1030 Level: Basic. NASBA Classification: Specialized Knowledge and Applications. 1.5 CPEs. Group live presentation.
92 The Financial Report of the U.S. Government With costs that exceed $3 trillion across dozens of agencies, the Federal Government eclipses even the largest of the Fortune 500 companies in size and scope. Nevertheless, each year, the Treasury Department prepares and issues a single, consolidated Financial Report of the U.S. Government (Report), including the results of the annual audit of the Government's financial statements conducted by the Government Accountability Office (GAO). This session will focus on the FY 2007 report including th e massive production process and the report results. Particular emphasis will be paid to the presentation of sustainability information and its potential impact on the Government's future financial condition. In addition, Mr. Reid will address the collaborative effort of Treasury, GAO, and the Office of Management and Budget to produce, for the first time, a citizen-centric summary of the report to increase awareness of the critical fiscal issues facing the Government. May 29, 0915-1030 Level: Basic. NASBA Classification: Accounting (Governmental). 1.5 CPEs. Group live presentation.
93 Introduction to CDFM Program This workshop is intended to provide an overview of the CDFM program, the Enhanced Defense Financial Management Training Course (EDFMTC), and the benefit/requirement for certification within the services. This workshop is NOT intended to prepare you for the CDFM exams. May 29, 1045-1200 Level: Basic. NASBA Classification: Specialized Knowledge and Applications. 1.5 CPEs. Group live presentation.
94 Newer Professionals Speak Out on Defense Financial Management As a supervisor, you need to know what your newer professionals think about defense financial management. What do they consider a good career path? What jobs are most appealing? As a newer professional, you may want to hear how successful colleagues are managing their new careers. Supervisors and new professionals can learn all this and more from this moderator-led discussion with recent graduates of DoD's various financial management training programs. May 29, 0915-1030 Level: Intermediate. NASBA Classification: Personal Development. 1.5 CPEs. Group live presentation.
95 Joint Basing -- What does it mean to me? The 2005 Base Closure and Realignment Commission (BRAC) authorized the consolidation of 26 co-located DoD bases into 12 Joint Bases to bring about installation management efficiencies and address the consistency of services provided. Joint Basing establishes metrics and service performance standards for a dozen major and nearly 40 minor installation management functional activities. With a FY 2011 deadline, the successful transition to Joint Bases depends primarily on those people working those activities. May 30, 1045-1200 Level: Basic. NASBA Classification: Specialized Knowledge and Applications. 1.5 CPEs. Group live presentation.
96 Joint Personnel Administration - Lessons Learned from the United Kingdom. The UK's Ministry of Defence (MoD) has recently implemented the Joint Personnel Administration (JPA) System; a modified COTS approach to pay and personnel across the Royal Navy, Army and Air Force. Despite some initial problems, the system has now been integrated successfully throughout the UK's military Services and is seen as providing real benefits to service members of all three Services. There are many parallels that can be drawn between UK’s deployment of JPA and the DoD's current development of the Defense Integrated Military Human Resources System (DIMHRS). This session will explore the strategy that was used to implement the UK’s JPA and highlight the main lessons learned that could be applied to assist not only the implementation of DIMHRS but also with many of the other ERPs within the DoD environment. May 29, 1400-1515 Level: Basic. NASBA Classification: Administrative Practice. 1.5 CPEs. Group live presentation.
97a Mini-Course - Fundamentals of Project Management Do you ever find yourself managing a project in addition to your financial management duties? Would you like to know more about how to manage projects? This presentation is designed to expose attendees to Project Management Fundamentals while incorporating practical knowledge that can be immediately applied in the real world. The focus is on core PM concepts, tools, and techniques. You will be introduced to the role of a Project Manager along with how to define project success. Four key points:1. Gain insight into the demanding and often misunderstood role of the PM 2. Acquire the ability to transfer value added knowledge to your team; 3. Understand the business need and how project success is ultimately measured; 4. With limited time and competing priorities, learn where a PM should focus attention. May 29, 1400-1515 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
97b Mini-Course - Fundamentals of Project Management Do you ever find yourself managing a project in addition to your financial management duties? Would you like to know more about how to manage projects? This presentation is designed to expose attendees to Project Management Fundamentals while incorporating practical knowledge that can be immediately applied in the real world. The focus is on core PM concepts, tools, and techniques. You will be introduced to the role of a Project Manager along with how to define project success. Four key points:1. Gain insight into the demanding and often misunderstood role of the PM 2. Acquire the ability to transfer value added knowledge to your team; 3. Understand the business need and how project success is ultimately measured; 4. With limited time and competing priorities, learn where a PM should focus attention. May 29, 1530-1645 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
98 Banking/Credit Union Liaison Officer Training This workshop will provide training for Banking and Credit Union Liaison Officers. May 29, 1530-1645 Level: Basic. NASBA Classification: Finance. 1.5 CPEs. Group live presentation.
100 Wounded Warrior Program This workshop will focus on the activities of the Wounded, Ill, and Injured Senior Oversight Committee. The workshop will describe efforts to coordinate with the Departments of Defense and Veterans Affairs to establish a seamless continuum of care that is efficient and effective in meeting the needs of our Service members and their Families as they transition to continued military service or back to Hometown, America. DoD and the Committee seek to honor our Service members and Veterans by providing wounded, ill and injured personnel and their families world-class care commensurate with their sacrifices and service to the Nation. May 29, 1045-1200 Level: Basic. NASBA Classification: Personnel/HR. 1.5 CPEs. Group live presentation.
101 Expeditionary Auditing, Organizing, and Doing The workshop will explore the unique opportunities and challenges of auditing in a Wartime Environment. The discussion will include audit results, lessons learned, and changes that were implemented. May 29, 1400-1515 Level: Intermediate. NASBA Classification: Auditing. 1.5 CPEs. Group live presentation.
102 Government Ethics
107 Advanced FM Microsoft Desktop Toolset This workshop features an FMer training other FMers on complete use of desktop tools, to include Microsoft ACCESS, EXCEL, and PowerPoint. We will teach you how to streamline your current business approaches and move to an automated process. You will learn to do data mining on Status of Funds and other data sets. You will learn to set up many Resource Advisor tools, for automatic operation throughout your Command. Our goal is to teach you how to do it, instead of us building it for you, and retur n to you to the time to perform true financial analysis. May 29, 0915-1030; May 30, 1530-1645 Level: Basic. NASBA Classification: Finance. 1.5 CPEs. Group live presentation.
108 How to Write Right 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 ABC's of writing effectively. The presenter is a communications expert with extensive military experience. May 29, 1045-1200 Level: Basic. NASBA Classification: Personal Development. 1.5 CPEs. Group live presentation.
109a Mini-Course - Briefing Skills Aristotle once said, It is not enough to know what to say...One must know how to say it. With that in mind, how we communicate and get our message out to our customers is vital to the success of our programs. Tom Mauriello, Chief of Staff, DoD, National Cryptologic School, 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 for security aw areness professionals in the intelligence community. Over the past years, Mr. Mauriello has presented this message to hundreds of counterintelligence and security professionals, as well as members of the academic community and private industry. May 30, 1400-1515 Level: Basic. NASBA Classification: Communications. 1.5 CPEs. Although a basic level approach, those with extensive experience in public speaking will benefit from the workshop. Group live presentation.
109b Mini-Course - Briefing Skills Tom Mauriello, Chief of Staff, National Cryptologic School, US Department of Defense Aristotle once said, It is not enough to know what to say...One must know how to say it. With that in mind, how we communicate and get our message out to our customers is vital to the success of our programs. Tom Mauriello, Chief of Staff, DoD, National Cryptologic School, 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 for security aw areness professionals in the intelligence community. Over the past years, Mr. Mauriello has presented this message to hundreds of counterintelligence and security professionals, as well as members of the academic community and private industry. May 30, 1530-1645 Level: Basic. NASBA Classification: Communications. 1.5 CPEs. Although a basic level approach, those with extensive experience in public speaking will benefit from the workshop. Group live presentation.
110 Leadership Philosophies for Success - The Dirty Dozen! This workshop is very humorous with a powerful message on developing the right attitude to be successful in life. Mr. Williams provides 12 leadership traits to help develop a strong work ethic, commitment, and team approach to motivate and change human behavior to achieve positive results at the personal and professional level. Driven by a passion and belief that every individual has unlimited potential and can accomplish amazing feats when properly focused, Mr. Williams designed this workshop to inspire audiences to have a greater vision of themselves and what they can become. He believes there’s a leader in all of us…just waiting to be awakened. This workshop moves attendees to higher performance and a more positive approach to many areas May 29, 0915-1030; May 30, 1400-1515 Level: Basic. NASBA Classification: Personnel/HR. 1.5 CPEs. Group live presentation.
111 Roadmap for Becoming a Senior Leader In this workshop, which is designed for newer FM professionals, you will hear from a panel of highly successful FM leaders from each of the military departments and DFAS. They will talk about how they succeeded as defense financial managers and will suggest how you can shape a successful career. May 29, 1400-1515 Level: Basic. NASBA Classification: Personal Development. 1.5 CPEs. Group live presentation.
112 The Unspoken Dialogue: Nonverbal Communication as a Second Language Researchers believe that as much as 93 percent of all human communication may be nonverbally transmitted and received. Human communication involves a complex exchange of messages. In the workshop we will discuss nonverbal types of communication relevant to two types of messages: intentional and unintentional. We will discuss the implications of these messages that exist for human communication. May 29, 1045-1200 Level: Basic. NASBA Classification: Communications. 1.5 CPEs. Group live presentation.
113 Getting Off Your Buts: Achieving Personal and Professional Success through Motivation Do you have excuses, roadblocks, illusions, and distractions that are keeping you from experiencing success, happiness, peace, prosperity, and achievement in your personal or professional life? Most people know exactly what they want in life, but they turn right around and do the things that take them in the opposite direction. In this session we will discover why, and gain an understanding about how to achieve personal and professional success through this thing called motivation. May 29, 1530-1646 Level: Basic. NASBA Classification: Personal Development. 1.5 CPEs. Group live presentation.
114 Simplifying your Benefit Maze -- Risk Management, Simple Solutions This workshop features an easy to follow presentation with great hand-outs and visuals that will be of interest to all those who participate in either CSRS, FERS, or Career Military. Learn how to avoid the most common mistakes and maximize all of your benefits now and beyond retirement. May 29, 1530-1645; May 30, 1530-1645 Level: Basic. NASBA Classification: Personnel/HR. 1.5 CPEs. Group live presentation.
115 Ramping up for Retirement This workshop will review critical retirement planning considerations, to include: Savings and Investment basics; Tax-savvy strategies; Top pre-retirement money moves; and Estate planning tools. May 30, 1400-1515 Level: Basic. NASBA Classification: Finance. 1.5 CPEs. Group live presentation.
116 Resume Writing for Government Jobs Learn from a resume expert how to craft a resume that maximizes your chances of getting a good government job. This workshop will discuss what information you should include and how to present the information. The workshop will take into account the requirements of the Resumix system. The workshop will present examples of effective resumes, and there will be time for you to ask questions about best approaches. Participants are encouraged to bring a copy of their Resumix, resume, or application. May 30, 1530-1645 Level: Basic. NASBA Classification: Personnel/HR. 1.5 CPEs. Group live presentation.
117 Resume Writing for Private Sector Jobs Learn from a resume expert how to create a resume that maximizes your chances of getting a good job with a private sector firm. This workshop will discuss what information you should include and how to present the information. The workshop will present examples of effective resumes, and there will be time for you to ask questions about best approaches. Participants are encouraged to bring a copy of their resume if they have one. May 30, 1045-1200 Level: Basic. NASBA Classification: Personnel/HR. 1.5 CPEs. Group live presentation.
118 ASMC Survey: How is budget/execution integration going? DoD revamped its Planning, Programming, and Budgeting and Execution System (PPBES) in FY 2007 to create a stronger tie between budgets and execution during the period after Congress approves the budget and it goes to Commands and claimants. ASMC, with the assistance of Grant Thornton LLP, sponsored a series of interviews with DoD financial managers to find out how this initiative has fared. In addition, ASMC members responded to an on-line survey about the status of budget/execution integration. This workshop will explore managers' views on this subject, as well as incorporate the views of ASMC members who responded to the on-line survey. Our panel will include senior executives who are presently using the budget/execution data available thru PPBES. May 30, 1045-1200 Level: Basic. NASBA Classification: Finance. 1.5 CPEs. Group live presentation.
119 Mastering the Art of Successful Interviewing Learn how to land your dream job through a successful interview! This workshop will provide tips and techniques to help you interview like a pro. This seminar goes from initial preparation, through detailed preparation, to interview day tips for success, and culminates with showtime--the actual interview! May 29, 1530-1645; May 30, 1400-1515 Level: Intermediate. NASBA Classification: Personal Development. 1.5 CPEs. Group live presentation.
120 Networking Handling yourself well at a cocktail party or the dinner table is at least as important as handling yourself skillfully in a boardroom. The savvy executive must know how to explore new areas, develop opportunities and master techniques to outclass the competition. The ability to network and to establish a network can uncover opportunities you never dreamed possible. It all begins with your presence power points: eye contact, the way you shake hands, your people skills and more. During this wo rkshop you will learn the importance of networking and the techniques for successful networking. May 30, 1400-1515 Level: Intermediate. NASBA Classification: Communications. 1.5 CPEs. Group live presentation.
121 Hope for the Working Parent: Gaining Freedom through Time Management Do you often feel pulled in too many directions? Are you stressed by trying to balance all of the roles you have in your life—spouse, father/mother, friend, coworker? This pragmatic session will assist you in your quest to find a fulfilling work/life balance. With the help of a self-assessment and small group activities, you will leave with practical tools that will help you prioritize demands, leaving time for what matters most. May 30, 0915-1030 Level: Basic. NASBA Classification: Personal Development. 1.5 CPEs. Group live presentation.
122 Beyond a Clean Desk: Taking Charge of Your Work Life Are you overwhelmed by the task list you face every day? Have you tried to plan, but find yourself reacting to the latest crisis? This session will help you take charge of your work life. You will assess your level of addiction to urgent matters and find ways to overcome the stress and procrastination that results. This session will help you clarify your goals and find ways to achieve them, successfully manage situations and people that consume your time, leverage your productivity through dele gation, and work more effectively with your supervisor. May 29, 0915-1030 Level: Basic. NASBA Classification: Personal Development. 1.5 CPEs. Group live presentation.
123 4 Actions to Success The American dream has been replaced by story after story of individuals and families amassing huge consumer and credit card debt, which keeps them chained to a life that is unhappy and unfulfilling. Jeff's story began exactly the same way with massive amounts of debt and an inability to leave his paid J-O-B to pursue his dreams.During the past ten years, Jeff has been searching for the secrets to living a successful and fulfilling life. This search included hundreds of books, tapes and seminars on money, success and personal development. Through all he learned, Jeff gleaned these “4 Actions to Success” and used them to turn his life completely around, allowing him to resign his civil service position to write books and grow his Succelsior Life Coaching business. Jeff is now living his dream of helping others find Financial Empowerment and live their dreams. May 29, 1400-1515; May 30, 1530-1645 Level: Basic. NASBA Classification: Personal Development. 1.5 CPEs. Group live presentation.
124 Leveraging Technology to Improve Business Processes and Financial Performance Technology is being deployed throughout federal agencies to improve financial management, budgeting, constituent services and legacy system integration. This session will provide an overview of tools provided by one COTS solution provider aimed at helping agencies improve performance, including Service Oriented Architecture, business intelligence and integration tools. An overview will be provided of how one large federal agency has leveraged its investment in COTS products to improve its financ ial management and reporting processes and how it is planning to implement and integrate analytical and financial management tools to streamline its budget formulation and execution processes. The discussion will also outline plans one agency has to serve May 30, 0915-1030 Level: Basic. NASBA Classification: Computer Science. 1.5 CPEs. Group live presentation.
125 Engaging Leadership: The Most Important Leadership Capability of the 21st Century To be an effective leader, it is critical to engage both your mind and your heart. This session introduces a new model for leadership, engaging leadership, which focuses on the importance of building trust, leveraging individuals' unique motivators, managing from a people-centric mindset, and engaging individuals' emotions. This session will show why engagement is a critical leadership skill and what you can do to improve your own level of engagement and engage others more effectively. May 29, 1045-1200 Level: Intermediate. NASBA Classification: Personal Development. 1.5 CPEs. Group live presentation.
126 Leadership Growth In this workshop you will have the opportunity to hear Bill DePuy talk about key attributes of leadership growth from his perspective as the senior leader of CALIBRE, a management and technology services company. He made a similar presentation at the 2005 mini-PDI that received outstanding reviews for its directness and simplicity. Whether in military, civilian, or private sector organizations, the challenges we face demand effective leadership at all levels and a commitment to growing the leade rship abilities of our teams and organizations. DePuy has distilled a few simple points, reinforced by his own failures and successes. His company, CALIBRE, was the ASMC 2007 Company of the Year. Don't miss this excellent career development opportunity. May 30, 0915-1030 Level: Basic. NASBA Classification: Business Management and Organization. 1.5 CPEs. Group live presentation.
127 Practical Tips for Managing People and Processes Effective managers get the job done. They do it by managing people and managing processes. Dr. Kline, director of Troy University Institute for Leadership Development and author of the article on Managing People and Processes in the Winter 2008 issue of the Armed Forces Comptroller, gives practical tips in this workshop. Whether you are an experienced manager or a new one, this workshop is for you. May 30, 0915-1030 Level: Basic. NASBA Classification: Personal Development. 1.5 CPEs. Group live presentation.
128 Negotiating Techniques for Personal and Professional Success This workshop will cover the survival skills of today's workplace: the ability to negotiate effectively using communication skills. This will give the participants the needed tools to resolve conflict, to deal with staff and management, to work on teams, to perform effectively, and to be able to be in control of one's workplace career. Participants will learn when to be assertive, how to avoid being aggressive, and to adjust their styles to those of the people with whom they work. May 29, 1530-1645; May 30, 1045-1200 Level: Basic. NASBA Classification: Personal Development. 1.5 CPEs. Group live presentation.
129 Communication Skills for Today's Workplace The ability to communicate effectiively is one of the most important skill's in today's workplace. This session will examine the components of communication, emotion vs logic, listening vs hearing, communication styles, adjusting your style to be more effective with others, the differences among passive, agressive, and assertive communications behavior, and general tips and techniques for being effective in the workplace. An important session which can be helpful to your career. And it thr ough effective communications, stress levels can be reduced. May 30, 1530-1645 Level: Basic. NASBA Classification: Personal Development. 1.5 CPEs. Group live presentation. Chapter Presidents or their designated representative should attend. Further information on this session will be mailed directly to all chapters in May. May 29, 1400-1515
132 Twenty-five Ideas for a More Dynamic ASMC Chapter The social, professional and economic drivers which gave birth to our chapters have been stymied by other barriers that have arisen in the past decade. Come to this session and explore ways to overcome these barriers and have a more dynamic chapter. May 30, 1045-1200 Level: Basic. NASBA Classification: Marketing. 1.5 CPEs. Group live presentation.
133 Intro to USCG Finance Appropriations Law Review, Tues (PM) & Wed (PM): USCG Office of General Law will provide an overview course on the Principles of Federal Appropriations law with particular emphasis Coast Guard examples and use of funds policy.
Budgeting & Accounting: Making the Connection (Thurs): This 1 day Management Concepts course will include topics such as:
New Comptroller Workshop (Fri): Coast Guard subject matter experts will address some of the most critical financial management topics of the day, including: May 29, 0915-1700 and May 30, 0915-1700 Level: Basic. NASBA Classification: Finance. Level: Basic. 16 CPEs. [*General Target Grades: SKC-O3, GS5-GS11] Group live presentation. This session is a continuation of your Service Day activities.
134 USCG Prep Course 3
USCG Prep Course 1 (Tues & Wed PM): Topics covered in the course and on the exam include:
USCG Prep Course 3 (Thur & Fri): Topics covered in the course and on the exam include: May 29, 0915-1700 and May 30, 0915-1700 Level: Basic. NASBA Classification: Finance. Level: Intermediate. [*General Target Grades: O3-O5, GS11-GS14] 16 CPEs. Group live presentation. This session is a continuation of your Service Day activities.
135 USCG Senior Management Training CG CFO Forum & Roundtable Discussions (Tues PM & Wed PM): Select topics and agenda items from the CFO will be presented and discussed. Communications Strategies (Thurs): Qorvis Communications (tentative), a leader in developing communications strategies for both Washington DC private sector companies and federal agencies. The focus of this session will be to discuss the current budget environment in Washington and to begin to develop both external and internal communications strategies for financial transformation. Programs & Processes to Improve Information Assurance (Fri): This executive review and workgroup session will focus on understanding the terms and concepts of Information Assurance, understanding the audit process, and the identification of risks within their business processes. This session will also aide senior managers in prioritizing risks and formulating strategies for moving the Coast Guard’s combined risks from high to low. May 29, 0915-1700 and May 30, 0915-1700 Level: Basic. NASBA Classification: Finance. Level: Intermediate. [*General Target Grades: O5-Flag, GS14-SES] 16 CPEs. Group live presentation. This session is a continuation of your Service Day activities. * Note: General Target Grades for USCG sessions are rough estimates. Attendees should take into account their personal experience level and professional development goals in making their choice of a track. |
American Society of Military Comptrollers •
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Alexandria, VA 22314
(703) 549-0360 or (800) 462-5637 Fax: (703) 549-3181
www.asmconline.org
Promoting education, training, and professional development in all aspects of military comptrollership.