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