Detailed Program Descriptions: Mini-Courses and Workshops (PDF)
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 Presentation Slides are available below.

PDI 2015 Website: www.pdi2015.org

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Virtual PDI 2015

This year, Virtual PDI is available for free to attendees of the live PDI event!  Did you miss the PDI in New Orleans?  As always, Virtual PDI is available to all members and non-members alike.  Individual registration offers access to over 100 CPE credits, and is available for just $99.  Chapter Access is also available for $249!  For more information on Chapter Access, click here!

 

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  • Note: While the inclusion of Mini-course instruction in the Virtual PDI program will provide continuing professional education (CPE) or continuing education and training (CET) credits, it does not provide direct credit toward meeting DoD Financial Management Certification Program requirements, as did the on-site instruction for participants who participated fully and also completed and submitted course evaluation forms at the end of the Mini-course.

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Workshop Slides (PDFs)

7. Course Alignment – DoD FM Certification Program: 7 – Gifford

8. Supervisor and Component Certification Authority (CCA) – DoD FM Certification Program: 8 – Scheiner & O'Mara-Gordon

9A/B. User Training – DoD FM Certification Program (Part A & Part B): 9A – O'Mara-Gordon and 9B – O'Mara-Gordon

35. Current Budget Issues: 35 – Horlander, 35 – Roth, 35 – Simoes, 35 – Spangler, and 35 – Whittemore

36. The 114th Congress and the DoD Budget: 36 – Toris

37. Combatant Commands – Missions, Requirements and Resources: 37 – Machina, McCusker, McGinley, Thiede

38. Budget Uncertainty and the Role of Civil Servants: 38 – Hale

39. Budget Execution 101: 39 – Krott

40. Current Issues in the Defense Working Capital Fund (DWCF): 40 – Anderson & Jones

41. The Benefits of Conducting Another BRAC Round: 41 – College, Jones, Napoli, Tarantino

43. Current Issues in DoD Financial Operations: 43 – Easton, Jankovich, Fenstermacher, Murphy, McDermott

44. How Current Government-Wide Initiatives Will Shape DoD FM in the Future: 44 – Easton

45. Improved Cash Accountability with Government-Wide Accounting: 45 – Kemp & Eaton and 45 – Rose

46. Two for the Price of One – Standardizing Interagency Agreements and E2E BPR of the IGT: 46 – Kemp & Bolin, 46 – 1 Creating and Approving a GT_C in IPP, and 46 – 2 Creating and Approving an Order in IPP

47. Are You Leveraging Your ERP for Process Efficiencies? 47 – Boyd, Peckham, Reed, Hennessy

48. Antideficiency Act (ADA): The 4-4-4 Plan to Avoid Violations: 48 – Davidson

49. Current and Recurring Issues in Fiscal Law: 49 – Dunn

50. Non-Appropriated Funds (NAF): Not Just An Installation Picnic: 50 – Sandras

51. Financial Institutions on DoD Installations 101 51 – Hawbecker

53. Trends and Innovations – Developing a Data and Analytics Powered Approach: 53 – Neiberline & Chawda

54. Fact Based Decision Making: 54 – Jehle

55. Enterprise Risk Management in a Complex World: 55 – Grams, Wetklow, Brandt, Fletcher

56. Enterprise Risk Management – Supporting Your Managers Internal Control Program and Audit Readiness: 56 – Argodale & Hale

57. Risk: It's More Than Modeling Uncertainty: 57 – Bickel

59. Financial Audit Readiness: The Big Picture–What's it Mean to You and Your Organization? 59 – Jenkins

60. Audit & Audit Readiness — What is Next for DoD? 60 – Jenkins, Steffens, Quentmeyer, Herrera, Reba

61. End Game Strategy for Audit for 2017 and 2018: 61 – Easton

62. Auditors General – Current Issues: 62 – Bragg, 62 – Exley, and 62 – McMillin

63. Asset Management Auditability – A Modern Approach to Coordinating Operational and Financial Management Functions: 63 – Seddon, Tkac, Campbell, Carr

64. TI-97 Audit Strategy and Plan of Execution: 64 – Sears & Kadiri

65. The Audit Cycle A Never Ending Journey: 65 – Holtzman

66. Operating Materials and Supplies: Who's Part Is It Anyway? 66 – Campbell, Johns, & Perkins

67. The DHS Story – Road to Auditability: 67 – Easton (Moderator), Janssen, Norquist, Sherry

68. Billion Dollar Listings – How to Successfully Manage and Account for Real Property: 68 – Christian

69. How the FM Target Environment Will Help Us Sustain Financial Auditability: 69 – Morgan

70. IT Controls – From Readiness to Sustainment: 70 – McLain, Contreras, Hale & Hunter

71. Is Your Financial System Ready? An Overview of Effective Federal Information System Controls Audit Manual (FISCAM) Assessments: 71 – Alipui, Dickerson, Reba, Baker

72. What are SSAE 16 Reports and How Do I Use Them to Support My Financial Statement Audit and A-123 Compliance Requirements? 72 – Keith & Kadiri

73. Managers' Internal Control Program (MICP): 73 – Silverstein

74. Coordinating Internal Controls and Process Remediation to Achieve Sustainable Financial Audit Success 74 – Campbell & Danish

75. Resolving the Active Component (AC) Permanent Change of Station (PCS) Financial Material Weakness and Implementing a Corrective Action Plan 75 – Smith & Versace

76. Construction in Progress: Building Tomorrow: 76 – Christian & Campbell

77. Budgeting Policies and Implications for Acquisition Programs: 77 – Martin

78. Earned Value and the Acquisition Program: 78 – Tomasini

79. Intermediate Earned Value Management (EVM): 79 – Gustavus

80. Cost and Schedule Confidence Levels: 80 – Tomasini

81. Financial Management and Program Management: Integration and Intersections: 81 – Hahn

82. Recognizing and Mitigating Risk: 82 – Hahn

83. Resolving Wicked Problems: 83 – Hahn

84. Defense Contract Audit Agency – Contract Close-out: 84 – Bales

86. DoD FM Certification: The Foundation of Your Professional Development: 86 – Scheiner

87. DoD Financial Management Workforce Development: 87 – Clay

88. DoD Civilian Personnel Trends and Issues: 88 – Kasold

89. Ethics for DoD Employees: 89 – Dunn

91. CFO Career Panel – Decision Making: 91 – Norquist, Speer, Cook, & Bennett

92A/B. LEADER-NOMICS – Twenty Economic Principles Essential to Sound Leadership / Decision-Making (Part A and Part B): 92A-B – Paik

94. I'm Not Being Critical, I'm Just Thinking: 94 – Diggs

95. Biased: Who Me? 95 – Swyers

 

Teksouth Microsoft Workshops

Information from Workshops 11, 12, 13, and 96 can be found at the following site: http://www.teksouth.com/teksouth-desktop-tools.  Look for 2015 National PDI.

11. MICROSOFT – How to Record a Macro in EXCEL and Learn about Relative Reference. A Hidden Gem of Using a Macro

12. MICROSOFT – EXCEL Tips and Tricks

13. MICROSOFT – Scoreboard in EXCEL

96. MICROSOFT – EXCEL PivotTables

 

Mini-Course Slides (PDFs)

15A/B. DoD Cert Level 2. Competency – Budget Execution (PL3) – 2.5 credit hrs. Budget Execution and Performance Integration: 15A-B – Ferguson & Aguilera

16A/B. DoD Cert Level 2. Competency – Financial Management Analysis (PL3) – 2.5 credit hrs. Cost-Benefit Analysis: 16A-B – Hurley

17A/B. DoD Cert Level 2. Competency – Accounting Analysis (PL3) – 2.5 credit hrs. Cost Concepts for Accounting Analysis: 17A-B – Hanson

18A/B. DoD Cert Level 2. Competency – Team Building (Lead Teams/Projects) – 2.5 credit hrs. Leadership for the Future: 18A-B – Gustafson

19A/B. DoD Cert Level 2. Competency – Decision Support (PL 3) – 2.5 credit hrs. Concepts, Techniques and Tools that Support Performance Budgeting: 19A-B – Webb

20A/B. DoD Cert Level 2. Competency – Decision Support (PL3) – 2.5 credit hrs. Business Case Analysis: 20A – Jehle and 20B – Jehle

21A/B. DoD Cert Level 2. Competency – Decision Support (PL3) – 2.5 credit hrs. Operational Decision Support: 21A – Swyers and 21B – Swyers

22A/B. DoD Cert Level 2. Competency – Decision Support (PL3) – 2.5 credit hrs. Enabling Informed Decision Making: 22A-B – Diggs & Harris

23A/B. DoD Cert Level 2. Competencies – Decision Support (PL3) and Financial Management Analysis (PL3) – 2.5 credit hrs. Cost Benefit Analysis for Analysts: 23A-B – Barth & Kim

24A/B. DoD Cert Level 2. Competency – Audit Concepts, Policies and Principles (PL3) – 2.5 credit hrs. Internal Controls: Meeting Federal Requirements for Accountability: 24A-B – Black

25A/B. DoD Cert Level 3. Competency – Budget Execution (PL5) – 2.5 credit hrs. Budget Execution and Performance Integration: 25A-B – Ferguson & Aguilera

26A/B. DoD Cert Level 3. Competency – Financial Management Analysis (PL5) – 2.5 credit hrs. Analytical Decision Making for Financial Managers: 26A-B – Polley

27A/B. DoD Cert Level 3. Competency – Advanced Financial Management (PL5) – 2.5 credit hrs. The Economic Environment and the Application of Economic Tools Supporting Financial Managers: 27A-B – Webb

28A/B. DoD Cert Level 3. Competency – Decision Support (PL5) – 2.5 credit hrs. Multi-criteria Decision-making for Financial Managers: 28A-B – MacKenzie

29A/B. DoD Cert Level 3. Competency – Decision Support (PL5) – 2.5 credit hrs. Decision Support for Leaders: 29A-B – Hanson

30A/B. DoD Cert Level 3. Competency – Decision Support (PL5) – 2.5 credit hrs. Concepts, Techniques and Tools that Support Program Budgeting: 30A-B – Polley

31A/B. DoD Cert Level 3. Competency – Decision Support (PL5) – 2.5 credit hrs. Risk Management: 31A-B – MacKenzie

32A/B. DoD Cert Level 3. Competencies – Decision Support (PL5) and Financial Management Analysis (PL5) – 2.5 credit hrs. Cost Benefit Analysis for Decision Makers: 32A-B – Barth & Kim

33A/B. DoD Cert Level 3. Developing Others (Lead People) – 2.5 credit hrs. Leadership for the Future: 33A-B – Gustafson