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Conference Schedule

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Sunday | Monday | Tuesday | Wednesday

Tuesday, July 1, 2003 - Meeting the Business Challenges

Session Time Session Title/Description Speakers
6:30 a.m. - 5:15 p.m. Registration  
7:00 - 8:15 a.m. Continental Breakfast with Exhibitors  
8:15 - 9:05 a.m.

Audience: All
Field of Study: M
Financial Management Reform at DoD

Hear about continuing management challenges and new approaches to them at the largest federal agency.
Dov Zakheim, Under Secretary (Comptroller) and Chief Financial Officer, DoD

Convener: Catherine A. Nelson, CGFM, Principal, Booz Allen Hamilton
9:05 - 9:55 a.m.

Audience: All
Field of Study: M
A Mega-Merger: The Department of Homeland Security

You think you have problems? Try merging 22 federal organizations into one.
Bruce Carnes, Ph.D., Chief Financial Officer, U.S. Department of Homeland Security

Convener: John Hummel, CGFM, CPA, Partner and Federal National Industry Director, KPMG LLP
9:55 - 10:40 a.m. Break with Exhibitors  
10:40 - 11:30 a.m.

Audience: All
Field of Study: M
Rethinking Human Capital

A changing government environment requires us to rethink how we recruit, use, and retain our human capital. What options are available to federal organizations now? What options should we consider?

Ron Sanders, Associate Director for Human Resources Program Development, OPM

Convener: Charles J. Maloney Jr., CGFM, Executive Director, Government Financial Management Solutions, Management Concepts

10:40 - 11:30 a.m.

Audience: All
Field of Study: M
Transforming Service Delivery - The Private Sector Model

Learn about the challenges in transforming the delivery of services to customers. The session explores the dynamic changes that are taking place in the private sector that have applicability to the public sector in delivering services in fundamentally new ways. The managing partner of IBM Global Services shares her views on the challenges facing our community in enhancing and furthering the innovation already going on in the public sector.

Virginia M. Rometty, Managing Partner, Business Consulting Services, IBM Global Services

Convener: C. Morgan Kinghorn Jr., CGFM, Partner, IBM Business Consulting Services

10:40 - 11:30 a.m.

Audience: All
Field of Study: A&AU
"T" for Two: Transparency and Timeliness in Financial Reporting

Government reporting requirements are getting longer, not shorter. Citizens want performance reporting from their state and local governments. Federal agencies must soon report in 45 days. How are the standards setters reacting to these issues?

David R. Bean, CPA, Director of Research and Technical Activities, GASB

David Mosso, CPA, Chairman, Federal Accounting Standards Advisory Board (FASAB)

Convener: Bonnie L. Brown, CGFM, Partner, Finance Transformation Lead, IBM Business Consulting Services

10:40 - 11:30 a.m.

Audience: All
Field of Study: M
Stakeholders, Performance Measures and Stewardship Accountability

Twenty-first century organizations have myriad stakeholders with varying expectations of agency managers for financial transparency, accountability and prompt reporting of results.

Steven O. App, CGFM, Deputy to the Chairman & Chief Financial Officer, Federal Deposit Insurance Corporation (FDIC)

Convener: J. Russell Cherry, CGFM, Associate Director, Decision Support Branch, Accounting and Reporting, Division of Finance, FDIC

 
11:30 a.m. - 12:25 p.m.

Audience: All
Field of Study: M
Luncheon and Awards Presentation Sponsored by:

12:25 - 1:15 p.m.

Audience: All
Field of Study: M
Women in Leadership
Hear from the Navy's highest-ranking African American woman.
Capt. Gail Harris, Systems Analyst, Lockheed Martin, U.S. Navy (Ret.)

Convener: David Clark, CGFM, CPA, Director, Financial Management and Assurance, GAO
1:30 - 2:45 p.m.

Audience: All
Field of Study: M
Townhall 5: The Retirement Wave - Crisis or Opportunity?

While this is a period of discomfort, it does not have to be a crisis. Creative solutions, proposals and innovative, provocative ideas are explored with participants. How can we best exploit human capital flexibilities?

Karen Alderman, CGFM, Executive Director, JFMIP

>Marta Brito Perez, Associate Director, Human Capital Leadership and Merit System Accountability, OPM

Convener: Cleve Pillifant, Director of Consulting Services, Management Concepts

1:30 - 2:45 p.m.

Audience: F
Field of Study: M
Town Hall 6: Financial Systems for the Department of Homeland Security - Round Pegs and Square Holes

This session examines the complex technical and functional issues involved in merging 22 disparate agencies into one U.S. Department of Homeland Security. This session presents views and issues from the perspectives of representatives from three agencies that are being merged into the Department of Homeland Security. Panel members uncover and discuss the many infrastructure and cultural issues that are currently being considered as this critical organization goes through a number of formative stages in its development.

Jo Ellen Cohen, CGFM, CPA, Executive Director Financial Operations/Deputy Chief Financial Officer, U.S. Customs Service

Lisa Lewis, Assistance Officer, Federal Emergency Management Agency (FEMA)

Capt. Larry R. White, CGFM, CPA, CMA, CFM, Chief, Office of Financial Systems, United States Coast Guard

Convener: Lester Diamond, Assistant Director, Information Technology, GAO

1:30 - 2:45 p.m.

Audience: All
Field of Study: A&AU
Town Hall 7: Fright Night: Reviewing Single Audit Workpapers

Single audit quality is important, so let's learn from some of the more blatant abuses of the standards.

Andrew J. “Drew” Blossom, CPA, Partner and National Industry Director, State and Local Governments, KPMG LLP

Leonard Hecht, CPA, Technical Manager, Professional Ethics Division, American Institute of Certified Public Accountants

Convener: George A. Rippey, CGFM, CPA, Office of the Inspector General, U.S. Department of Education

1:30 - 2:45 p.m.

Audience: All
Field of Study: M

Town Hall 8: Power Benchmarking for Results

Open discussion on the use of benchmarks to measure operational performance of a finance and accounting operation. Topics include getting started, issues of comparing public/private sector needs, flexibility of application, awareness of false signals, etc.

Kamal Solaiman, Director, The Hackett Group

Dale W. Sopper, CGFM, Chief Financial Officer, Social Security Administration (SSA)

Convener: Kirsten Crysel, IBM Business Consulting Services

1:30 - 2:45 p.m.

Audience: F
Field of Study: M
Are Your Legacy Systems JFMIP Compliant?

OMB's Circular A-127 requires that all core financial systems used by federal agencies comply with the requirements of the Joint Financial Management Improvement Program. The U.S. Department of Commerce models its legacy systems tests after the JFMIP core compliance test given every three years to commercial software vendors.

James Taylor, Deputy Chief Financial Officer, U.S. Department of Commerce

Convener: Ronald Rhodes, CGFM, Program Manager, LMI

1:30 - 2:45 p.m.

Audience: All
Field of Study: PD
Personal Renaissance: Skills and Attributes for the 21st Century Workforce

Identify skills financial managers will need to acquire to be relevant and valuable five years from now. Hear advice on how to assess current skills and develop the skills and attributes necessary for your next job. This session is about working on yourself!

Leon Young, Independent Consultant

Convener: Lee Jones, U.S. Department of Housing and Urban Development

1:30 - 2:45 p.m.

Audience: F
Field of Study: A&AU
Why Should Federal Agencies Have Audit Committees? And What Rules Should They Follow?

Hear about federal audit advisory committee best practices and get the latest guidelines on their make-up, scope and reporting relationships. All who attend receive a free booklet with guidelines on federal agency audit committees.

Gaston L. Gianni Jr., CGAP, Inspector General, FDIC

Gila J. Bronner, CPA, Chair of the Audit Committee, U.S. Holocaust War Museum, President and CEO, Bronner Group, LLC

John Hummel, CGFM, CPA, Partner and Federal National Industry Director, KPMG LLP

Convener: Christine C. Boesz, Ph.D., Inspector General, National Science Foundation

1:30 - 2:45 p.m.

Audience: All
Field of Study: M
How To Identify and (Hopefully) Control Erroneous Payments

Are we managing the problem of erroneous payments cost effectively? When errors occur, do we follow up and collect, and at what cost? How can we avoid problems on the front end, and still pay promptly?

Steven L. Schaeffer, Assistant Inspector General for Audit, Office of the Inspector General, SSA

Robert Shea, OMB

Convener: Bonnie Kind, CGFM, National Security Agency

2:45 - 3:25 p.m. Break with Exhibitors  
3:25 - 4:15 p.m.

Audience: All
Field of Study: M
Organizational Renaissance: Managing the 21st Century Work Force

Learn how to manage the new work force.  Develop your staff for their next job, even if it means they won't be working for you!

Susan Cobb, Independent Consultant

Convener: Charles Martin, Jr., CAE, Consultant, Management Concepts

3:25 - 4:15 p.m.

Audience: S&L
Field of Study: M
Performance Management in Austin, TX

Learn about management objectives and performance tools in place in Austin, and a case study of a results-based management process that was installed for the Austin Fire Department.
C'Anne Daugherty, Assistant City Auditor, City of Austin, TX

Convener: J. Russell Cherry, CGFM, Associate Director, Decision Support Branch, Federal Deposit Insurance Corporation

3:25 - 4:15 p.m.

Audience: F
Field of Study: M

OMB Super Circular

OMB is revising and consolidating many of the favorite circulars. How will this change the way federal agencies address requirements. How will this affect OMB's relationships with stakeholders?
Joseph L. Kull, CGFM, CPA, Deputy Controller, Office of Federal Financial Management, OMB

Convener: Greg James, CPA, Acting Associate Deputy CFO, U.S. Department of Labor

3:25 - 4:15 p.m.

Audience: All
Field of Study: M

HR Studies JFMIP/NAPA

What does the work force of the 21st century look like? What are the effects and possible solutions for the financial management community? JFMIP and NAPA share the results of their recently completed studies addressing this contemporary issue.

Karen C. Alderman, CGFM, Executive Director,  JFMIP

Stewart Remer, Senior Consultant, Center for Human Resource Management, NAPA

Convener: Charles J. Maloney Jr., CGFM, Executive Director, Government Financial Management Solutions, Management Concepts

3:25 - 4:15 p.m.

Audience: All
Field of Study: M

Program Assessment Rating Tool (PART)

What is PART, and how does it affect what I do and where I work? What is the PART Advisory Council, and what has it done?

Irwin T. David, CGFM, CPA, Chief Financial Officer/Chief Administrative Officer, NOAA's National Weather Service

Convener:> Owen Barwell, Senior Financial Advisor, Office of the Administrator, NASA

3:25 - 4:15p.m.

Audience: F
Field of Study: M

Financial Systems Implementation & Testing

This year the Joint Financial Management Improvement Program (JFMIP) will undertake another round of vendor testing and certification. Over the past several years the JFMIP Certification Team has improved and expanded the vendor test requirements.  This session examines the role of JFMIP, the testing process and discusses what is expected of software vendors today.  This session provides a view from JFMIP as well as perspectives from one of the lead software providers.

Stephen R. Balsam, CPA, Senior Project Officer, JFMIP

Wayne Bobby, CGFM, Director, Federal Financial Solutions, Oracle

Convener: Ronald Rhodes, CGFM, LMI

3:25 - 4:15 p.m.

Audience: All
Field of Study: A&AU

FASAB/GASB Update

Learn about all of the new and expected accounting and reporting standards of the state and federal standards-setting bodies.

David R. Bean, CPA, Director of Research and Technical Activities, GASB

Wendy M. Comes, CGFM, CPA, Executive Director, FASAB

Convener: Karyn Molnar, CGFM, CPA, Partner, KPMG LLP

3:25 - 4:15 p.m.

Audience: All
Field of Study: A&AU

New Yellow Book

Other than independence, the new Yellow Book addresses many issues that auditors must understand.

Marcia Buchanan, CGFM, CPA, Assistant Director, Financial Management and Assurance, GAO

Sam McCall, CGFM, CPA, City Auditor, City of Tallahassee, FL

Convener: Jeanette Franzel, CGFM, CPA, Director, Financial Management and Assurance, GAO

align="right">4:25 - 5:15 p.m. Plenary Session - The Future of Standard of Standard Setting Mr. Tom L. Allen, Chairman
GASB, Financial Accounting Foundation

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