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PDI 2010 – Coast Guard Service Day

Tuesday, June 1

0830 – 0845         Opening Remarks
0900 – 1145         Workshops

1. Coast Guard Field Level Job Requirements
LT Richard Armstrong, LT Johnene Hallock, John Melcher, Steve Reagan, James Redd

The purpose of this training is to provide the opportunity to learn how to effectively execute field level financial management tasks.  This multi hour training event will show individuals how to manage spend-down, proper reconciliation techniques/common errors, use of metric tools,  De-obligation/utility payments/ledgers, paying bills on time and processed correctly, compliance with DHS mandated payment rates & how to limit interest penalties, and audit issues.  The training will cover issues such as Purchase Orders, Leases, MIPRS, Fleet Fuel Cards, Purchase Cards, & Program Element Corrections (PES Errors). II. The Way Forward: Centralized Vendor Maintenance & Invoicing, as well as Milstrip Fuel processing and Intra-Governmental Reporting.  The target audience of this training is E5 through O4s who are stationed outside CGHQ. 

2. Budgetary Resource Management (Commitments and Obligations)
Chris Stebbins

This course provides an overview of the policies and procedures for the use of commitment accounting for budget execution in the Coast Guard. Overview includes the recording, approving, monitoring and de-commitment of commitments.
In addition an overview of policy and procedures for proper recording, processing, and monitoring of obligations and any modifications to obligations entered into the accounting system of record and provides guidelines for the Coast Guard to monitor all open obligations.
The course is intended for all financial managers, which includes but not limited to; Program element managers (PEM), Allowance Managers (AFC), Target Managers (ATU), authorized purchasers, and reconcilers. 

3. CFO New Employees
CDR Pat Flynn, LCDR Will Budovec 

This course is intended for Coast Guard personnel who are new to the Chief Financial Officers world.  This specifically includes civilian employees hired within the last year, active duty members assigned to their first finance assignment or students currently in the Coast Guard PG Program.  This course provides a broad overview of the CG CFO Organization as well as its impact on CG Missions and Operations.  Additionally, this course will cover basic topics such as budget formulation and execution, basic financial metric tools, CFO Act Audit overview. 
 
4. Appropriations Law
John Kinsey

The Principles of Appropriations Law acquaints participants with the purposes and principles of federal fiscal law. The course is designed to provide the attendees with an analytical framework for approaching appropriations issues. Topics addressed include the availability of appropriations as to purpose, amount and time, the necessary expense rule, the Antideficiency Act, augmentation, the bona fide needs rule, and multiyear contracting.

1145 – 1300         Luncheon Session

1300- 1630           Workshops

1. Coast Guard Field Level Job Requirements
LT Richard Armstrong, LT Johnene Hallock, Mr. Melcher, Mr. Reagan, Mr. Redd

The purpose of this training is to provide the opportunity to learn how to effectively execute field level financial management tasks.  This multi hour training event will show individuals how to manage spend-down, proper reconciliation techniques/common errors, use of metric tools,  De-obligation/utility payments/ledgers, paying bills on time and processed correctly, compliance with DHS mandated payment rates & how to limit interest penalties, and audit issues.  The training will cover issues such as Purchase Orders, Leases, MIPRS, Fleet Fuel Cards, Purchase Cards, & Program Element Corrections (PES Errors). II. The Way Forward: Centralized Vendor Maintenance & Invoicing, as well as Milstrip Fuel processing and Intra-Governmental Reporting.  The target audience of this training is E5 through O4s who are stationed outside CGHQ. 

4. Appropriations Law
John Kinsey

The Principles of Appropriations Law acquaints participants with the purposes and principles of federal fiscal law. The course is designed to provide the attendees with an analytical framework for approaching appropriations issues. Topics addressed include the availability of appropriations as to purpose, amount and time, the necessary expense rule, the Antideficiency Act, augmentation, the bona fide needs rule, and multiyear contracting.

5. Audit and Internal Controls
Susan Seyfried

Where are we at with Property?  What is the next step?  Why aren’t we meeting the deadlines?  Why all of the property messages/phone calls?  If you need to learn the specifics in regards to property, how addressing financial systems and transactions is not enough and how it affects the budget, sign up for this workshop.  Sound property management is a legal requirement for all federal agencies.  Adhering to federal standards, Coast Guard policies and procedures will keep the Coast Guard in compliance and helps avoid material weaknesses that auditors have identified in regards to our personal property.   The way we manage property can significantly impact the Coast Guard’s ability to obtain a clean audit opinion. 
 
6. CFO Tools (OOVA, BMTS and PCT)
Chris Stebbins

As part of the CG modernization and reorganization effort, functional programming changes were implemented to the Budget Metric Tracking System (BMTS), Open Obligation Validation Application (OOVA) and Pipeline Certification Tool (PCT) to capture the new organizational hierarchy. In addition system enhancements were included to expand functionality in each tool.  This course is designed to provide BMTS, OOVA and PCT users with a general overview of the applications as well as programming changes as result of the system upgrade.

7. SKCM Roundtable
SKCM Mark Ferguson, CWO Mitzie Robinson

This workshop is only for Master Chief Storekeepers and the Storekeeper Detailer.  The Master Chief and the detailer will use the time to talk about current issues, trends, budget and a follow up to recommendations made at last year’s PDI. 

1640 – 1740         Workshops

8. 05 and below Career Counseling
LCDR Michael Schoonover, LCDR Will Budovec

This workshop is targeted towards Coast Guard Officers O5 and below.  The Assignment Officer and Program Manager will discuss basic work force management and assignment issues as well as address general career counseling issues.  Other focus areas will include:  Assignment Officer/Program Manager interaction, expectations for future assignments, expectation of knowledge growth and certification.

9. Civilian Career Counseling
Martin Rajk, James Yacobi

This workshop is targeted towards Coast Guard civilian employees.  The discussion will assist in the development of individual vision and goals, how to take actions to achieve those goals and to examine the barriers to being successful in those goals.
     
Wednesday, June 2


0800-0915            Opening Ceremonies
0915-0930            Break
0930-1130            Coast Guard General Session
1130-1145            Break
1145-1330            Luncheon Session
1330-1345            Break
1345-1745            Coast Guard General Session

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