Agenda and Education Sessions

Monday, July 28

6:30 a.m. – 4 p.m.

Registration Desk Open

Location: Marquis Ballroom Foyer

7 a.m. – 4 p.m.

Exhibit Hall Open

Location: Marquis Ballroom

7 – 8 a.m.

Breakfast with Exhibitors

Location: Marquis Ballroom

Sponsored by Clifton Gunderson LLP LOGO

Give yourself that mid-morning boost to get you through the day. Coffee, tea and soda will be served in the Exhibit Hall, compliments of Clifton Gunderson LLP. Enjoy!

10:30 – 11:45 a.m.

AGA Corporate Partner Advisory Group (CPAG) Meeting

Location: Atrium Room 705

Current AGA Corporate Partner representatives, as well as those organizations that might be interested in joining the program, are invited to participate in the annual business meeting of the Corporate Partner Advisory Group. CPAG’s mission is to bring industry and government executives together to exchange information, support professional development, improve communications and understanding, solve issues and build partnerships and trust, thereby enhancing AGA’s focus on advancing government accountability. AGA’s Corporate Partner Advisory Group aims to improve access between the private sector and government. After all, we need each other. We share common goals, and we can learn from each other’s mistakes and successes. This is an excellent opportunity to network with other Corporate Partner representatives and learn how to maximize your organization’s partnership with AGA.

10:30 – 11:45 a.m.

M101: GASB Update: The Evolving State & Local Government Financial Reporting Environment

Location: Imperial B

Robert H. Attmore, CGFM, CPA, Chairman, Governmental Accounting Standards Board (GASB)

Moderator: Harvey C. Eckert, CPA, Comptroller (Retired), Commonwealth of Pennsylvania; Member, AGA National Executive Committee

Obtain an overview of, and insights regarding, recently issued GASB standards, due process documents, and projects on the board’s current and research agendas. Topics to be covered include: intangible assets, derivative instruments, fund balance reporting, service efforts and accomplishments reporting, postemployment benefits, public/private partnerships and conceptual framework initiatives.

FOS: ACCG Audience: All

10:30 – 11:45 a.m.

M102: Five Ways to Jump Start Your Audit Committee

Location: Imperial A

Irwin T. David, CGFM, CPA (Retired), Consultant; Former Chief Financial Officer/Chief Administrative Officer, National Oceanic and Atmospheric Administration, U.S. Department of Commerce

Carolyn R. Davis, CDCMA, CDFA, CPA, MS, Acting Advisor to the DoD OIG Audit Advisory Committee, Office of the Inspector General, U.S. Department of Defense

Nancy A. Valley, CGFM, Partner, National Government Line of Business Leader, KPMG LLP

Moderator: Sam M. McCall, CGFM, CPA, CIA, CGAP, City Auditor, City of Tallahassee, FL; AGA Past National President

Why should you fight to start an audit committee? How will it help you, your government and the taxpayers? If you already deal with one, how can you juice it up? What are others doing to generate real results? Also, if your audit committee was disbanded recently, what happened? Hear the thought-provoking results to date of our AGA Corporate Partner Advisory Group research project on audit committee effectiveness.

FOS: AUD Audience: All

10:30 – 11:45 a.m.

M103: XBRL in Oregon’s Consolidated Annual Financial Report

Location: International 6–8

Gerold J. Floyd, Statewide Accounts Receivable Coordinator, State Controller's Division, Department of Administrative Services, State of Oregon

Robert J. Gold, CPA, President, Allocation Solutions, LLC

John J. Radford, CGFM, CIA, CFE, State Comptroller, State of Oregon; Member, AGA National Executive Committee (Invited)

Moderator: Joseph L. Kull, CGFM, CPA, Director, PricewaterhouseCoopers LLP; Co-Chair PDC 2008 Technical Committee

The AGA Corporate Partner Advisory Group research project on using XBRL in Oregon examined how XBRL works, what an implementation actually requires in terms of efforts (such as the efforts needed to create a taxonomy for external reports used at the state level), what the benefits are and where along the business reporting supply chain should it most effectively be used. We explored what it would take to tag the data in the Statement of Net Assets and Statement of Activities for FY06 contained in the Oregon Comprehensive Annual Financial Report.

FOS: SKA Audience: State & Local

10:30 – 11:45 a.m.

M104: The Future of Shared Services

Location: Atrium Rooms 601 & 602

Douglas J. Bourgeois, CGFM, CPA, Director, National Business Center, U.S. Department of the Interior

Zack E. Gaddy, CPA, Director, Defense Finance and Accounting Service; Co-Chair, PDC 2008 Technical Committee

Moderator: Philip L. McKinney, CGFM, Chief, Accounting and Financial Systems Division, Administrative Office of the U.S. Courts

Industry and government organizations have been moving backroom operations to shared service providers. Listen to industry leaders discuss changes on the horizon as enterprise resource planning systems and other technology advancements drive change in service delivery.

FOS: MAS Audience: All

10:30 – 11:45 a.m.

M105: Credit Card Processing (Data Security)

Location: International 9 & 10

Michael A. DaGrossa, CISSP, CEH, CCE, ITIL, MCSE, MCNE, CCEA, ACE, MCT, Senior Manager, Information Security Services, Clifton Gunderson LLP

The objective of this session is to discuss best practices using various credit card technologies (TCP/IP) and protecting constitutes data.

FOS: BMO Audience: All

10:30 – 11:45 a.m.

M106: Ethics in the Workplace

Location: International 4 & 5

Leon R. Young, Consultant and Educator, Leon Young Seminars

This session addresses organizational ethics, highlighting issues such as the need to understand the elements of ethical behavior, organizational culture, the tolerance for risk-taking and the assurances needed prior to taking action. The highly interactive session includes topical examples.

FOS: BETH Audience: All

10:30 – 11:45 a.m.

M107: Keep the Right People Right Now: Meeting the Challenges of Recruitment and Retention

Location: Atrium Rooms 703 & 704

Mark Fallon, Assistant Director for Training, U.S. Department of Homeland Security

Steve I. Gallagher, Budget Director, National Oceanic and Atmospheric Administration, U.S. Department of Commerce (Invited)

Thomas J. Sadowski, CGFM, CPA, MPA, Director of Accounting, Office of Administration, State of Missouri; AGA Past National President, AGA Past National Treasurer and Member, AGA National Executive Committee

Moderator: TBD

Learn how financial management organizations are dealing with the challenges of recruitment, training and retention. Financial managers in a federal agency and a state financial organization discuss how they are identifying challenges and developing and implementing solutions. This session looks at how these organizations define competencies, develop career paths, provide development programs and take other innovative approaches.

FOS: HR Audience: All

10:30 – 11:45 a.m.

M108: Information Asset Loss and a Risk-Based Security Program

Location: Atrium Rooms 706 & 707

Jennifer Main, CGFM, CPA, Chief Financial Officer, U.S. Small Business Administration

Stephen H. Kohashi, JD, Director, Program Budget Division, Office of Housing, U.S. Department of Housing and Urban Development

Andrea T. Norris, Deputy Chief Information Officer and Director of Information Systems, National Science Foundation

Moderator: Teresa A. McKay, CPA, Principal Deputy Director, Defense Finance and Accounting Service

Whether the goal is to protect national security, market share, revenue, brand, product development, technology solutions, proprietary information, classified information, material or infrastructure, both private and public sector agencies are focused on the danger and impact of information asset loss. This presentation focuses on government and industry best practices for an effective risk-based security and vulnerability management program, with particular emphasis on practices used to mitigate financial and operational risks and exposures.

FOS: MKT Audience: All

11:45 a.m. – 1 p.m.

Luncheon and Awards Ceremony

Location: Atrium Ballroom

Sponsored by PwC LOGO

Join us for a luncheon and awards ceremony as we recognize leaders who exemplify and promote excellence in government financial management. The luncheon gives you another chance to network with colleagues and friends. Today's luncheon is sponsored by PricewaterhouseCoopers LLP. Enjoy!

Noon – 1 p.m.

AGA Academy for Government Accountability—Board of Trustees Meeting

Location: Lobby Room 401

Noon – 5 p.m.

AGA Partnership for Intergovernmental Management and Accountability—Steering Committee

Location: Lobby Room 402

AGA has established the Partnership for Intergovernmental Management and Accountability (Partnership) to open the lines of communication among governments with the goal of improving performance and accountability. Comprised of high-ranking officials from the federal, state and local levels of government and higher education, the Partnership is dedicated to identifying and solving some of the most vexing management and accountability issues facing governments today. All conference attendees are invited to join the Partnership’s Steering Committee as it reviews its work thus far and begins the process for planning future projects.

1 – 2 p.m.

M109: A Continuing Legacy, a Speech by Andrew Young

Location: Atrium Ballroom

Moderator: Joseph L. Kull, CGFM, CPA, Director, PricewaterhouseCoopers LLP; Co-Chair PDC 2008 Technical Committee

Get ready to be inspired! Reflecting on his experiences during the civil rights movement, Andrew Young challenges us all to continue to push for peace and justice throughout the world.

FOS: PD Audience: All

2:15 – 3:15 p.m.

AGA Chapter Leadership Meeting—Focus on Education

Location: Atrium Room 705

Providing quality and affordable education to our members and the government accountability profession is a major goal of AGA at the national and chapter levels. Join AGA's Director of Education Joe Jozefczyk and AGA's Director of Chapter Operations Ray Harris, CGFM, to discuss how we can work together to meet this goal. Learn how to develop and present successful training and educational events and activities from experienced chapter leaders.

2:15 – 3:15 p.m.

M110: Modifications to AGA's Service Efforts and Accomplishments Program or Change is Good!

Location: Marquis Rooms 103 – 105

Cynthia B. Green, Ph.D., Technical Consultant, Service Efforts and Accomplishments Reporting Program, AGA

Harold I. Steinberg, CGFM, CPA, Consultant, AGA

Moderator: Evie Barry, MS, Director of Performance Reporting, AGA

AGA's SEA Program is four years old and has recently received additional funding from the Sloan Foundation. After a critical and comprehensive review of the program, changes have been made to make it more useful. Additional awards are now being offered. Technical assistance is available. Don't miss this session if you want your entity to participate in the next big thing in government accountability.

FOS: MAS Audience: State & Local

2:15 – 3:15 p.m.

M111: Auditing Tools and Techniques—Tricks that Help Get the Job Done

Location: Imperial B

Roger R. Stoltz, Assistant Director, Finance Management and Assurance, U.S. Government Accountability Office

Moderator: Richard O. Bunce, CGFM, CPA, Executive Director, Department of Assurance Services, Commonwealth of Virginia; Member, AGA National Executive Committee

There's been a lot more emphasis on internal controls—financial and programmatic—as well as targeted improvement efforts related to improper payments and asset management. Methodologies have evolved and new ones developed to handle these initiatives. This session explores some of these new tools and techniques that can make life easier for the auditor and improve the quality of their efforts, while financial managers can understand how such approaches could be built into their operations.

FOS: AUD Audience: All

2:15 – 3:15 p.m.

M112: IRS Discusses Payroll-Related Issues

Location: International 4 & 5

Frederick W. Schindler, Director, Collection Policy, Internal Revenue Service

Moderator: Eva J. Williams, CGFM, CPA, Senior Advisor, Internal Revenue Service; AGA Past National Treasurer

Hear from IRS officials about issues such as: how to handle levies and garnishments and rules and regulations; what is the pecking order of who you pay first; can an employer withhold all of an employee’s wages; how do you properly make adjustments to W-2s; when are wrongful payments to employees taxable; how do you handle reporting to estates after an employee dies; and how do you properly use Form SSA-131 and how can you make this advantageous to retired employees? These are just some of the many issues addressed during this session.

FOS: TAX Audience: All

2:15 – 3:15 p.m.

M113: Kuali Financial System (KFS): Changing the Face of University Administration

Location: International 6–8

Kymber L. Horn, CPA, Director of Communications and Outreach, Financial Services Office, University of Arizona

Eric T. Letsinger, MBA, Associate Partner, Higher Education Finance, IBM Global Business Services

Kathleen T. McNeely, Associate Vice President for Financial Services, Indiana University

Moderator: William A. Morehead, CGFM, CPA, Chair of Accountancy, CIS & Finance, Delta State University; AGA National President-Elect Designate

Given the unique complexities associated with accounting and financial reporting requirements in higher education, many university CFOs, discontent with their current options among commercial financial systems, looked for a new model. A band of universities gained investment from the Carnegie Foundation in 2005 to design and develop a financial system, using open source protocols, to meet the specific accounting needs of colleges and universities. In November 2007, the Kuali Foundation unveiled the version 2.0 with much fanfare. This team discusses the history, current user experience and the path forward.

FOS: FIN Audience: Federal

2:15 – 3:15 p.m.

M114: Federal Stat Study and the Effect on Financial Managers

Location: International 9 & 10

Sefton Boyars, CGFM, CIA, CPA, Independent Consultant

Gilbert Tran, CPA, Senior Technical Manager, Office of Federal Financial Management, U.S. Office of Management and Budget

Moderator: Evelyn A. Brown, CGFM, Retired, Former Deputy Chief Financial Officer, U.S. Office of Personnel Management; AGA Past National Treasurer and Member, AGA Finance & Budget Committee

The panelists discuss the National Single Audit Sampling Project (Stat Study) and what it means to the audit community and how that translates to local government grant managers.

FOS: AUD Audience: All

2:15 – 3:15 p.m.

M115: The DHS Internal Control Playbook—It’s More Than Just Financials

Location: Atrium Rooms 601 & 602

Scott Krause, Chief of Staff, Office of the Under Secretary for Management, U.S. Department of Homeland Security

Thomas Mason, Director, Strategic Initiatives, Office of the Chief Procurement Officer, U.S. Department of Homeland Security

Michael Wetklow, CGFM, CPA, Director, Internal Control Program Management Office, Office of the Chief Financial Officer, U.S. Department of Homeland Security

Moderator: TBD

The U.S. Department of Homeland Security is developing a blueprint to design integrated internal controls across the Department to support the mission. Hear how senior DHS executives are effectively using the internal control framework to improve financial reporting as well as coordinating OMB’s recent Guidelines for Assessing the Acquisition Function, and other management controls in support of DHS Business Line Transformation.

FOS: AUD Audience: Federal

2:15 – 3:15 p.m.

M116: Dots Connected: The Story of DOJ Integrated Financial Management System

Location: Atrium Rooms 703 & 704

Kenneth E. Klaus, Deputy Program Manager, Unified Financial Management System, U.S. Department of Justice

Jolene Lauria-Sullens, Deputy Assistant Attorney General/Controller, U.S. Department of Justice

Moderator: TBD

Historically a highly decentralized organization, the U.S. Department of Justice is standardizing finance and procurement systems and processes across its 20 components through its Unified Financial Management System (UFMS). The speakers take you on the journey from disparate systems and unique processes to a standardized approach. Pain points, problem-solving and the path forward are discussed as the department-wide financial management system supports the mission needs.

FOS: FIN Audience: All

2:15 – 3:15 p.m.

M117: Valuing Federal Property: Does It Make Sense?

Location: Atrium Rooms 706 & 707

Terry Bowie, CGFM, CPA, Deputy Chief Financial Officer, National Aeronautics and Space Administration

Richard K. Sylvester, Deputy Director, Acquisition Resources and Analysis for Property and Equipment Policy, U.S. Department of Defense

Moderator: Frank Petersen, Director of Quality Assurance and Internal Control, National Aeronautics and Space Administration

The federal government is spending vast amounts of money to value the nation’s military hardware and its space exploration equipment. People are beginning to question the usefulness of the information and the cost and benefits of the effort. The speakers discuss the valuation efforts at the U.S. Department of Defense and the National Aeronautics and Space Administration.

FOS: FIN Audience: Federal

2:15 – 3:15 p.m.

M118: GAO Hot Topics: Yellow Book, Single Audits and More

Location: Imperial A

Marcia B. Buchanan, CGFM, CPA, Assistant Director, Financial Management and Assurance, U.S. Government Accountability Office

Heather I. Keister, CPA, CIA, Auditing Standards Specialist, U.S. Government Accountability Office

Moderator: Richard V. Norment, CGFM, CIA, Assistant to the Comptroller, Comptroller of the Treasury, State of Tennessee; AGA Past National President

This session addresses the details of the latest requirements for government audits and the revised Yellow Book standards, including the 2007 revisions, omnibus rewrite of 2006 and CPE changes. Panelists also address the relationship of Government Auditing Standards to the AICPA auditing standards and OMB requirements.

FOS: ACCG Audience: All

3:15 – 3:50 p.m.

Snack Break with Exhibitors

Location: Marquis Ballroom

Sponsored by Booz Allen Hamilton LOGO

Bring your taste buds to the exhibit area for a "sweet" exhibition. Join us for an afternoon beverage or snack and meet your private sector partners and friends. Today’s snack break is sponsored by Booz Allen Hamilton. Enjoy!

3:50 – 5 p.m.

AGA Chapter Leadership Meeting—Focus on Communications

Location: Atrium Room 705

Join AGA’s Communications Department to discuss your chapter newsletter and website. We discuss current chapter communicator needs and review the resources available from the National Office to help chapter communicators better serve their local members. Don’t miss this opportunity to network with your chapter communicator colleagues.

3:50 – 5 p.m.

M119: Shaping the Future of Financial Management

Location: International 6–8

Marcia K. Paul, CGFM, CPA, Chief Financial Officer, Office of Justice Programs, U.S. Department of Justice

James L. Taylor, Deputy Inspector General, U.S. Department of Homeland Security

Daniel I. Werfel, Deputy Controller, Office of Federal Financial Management, U.S. Office of Management and Budget

Moderator: Clifton A. Williams, CGFM, CPA, Partner, Grant Thornton LLP

The 2008 Annual AGA CFO survey of government financial leaders and managers is discussed. Hear the results of what more than 300 executives and managers had to say about building on the foundation for 2009 and beyond. Listen to several financial leaders provide their insight and reaction to the survey results. The frank opinions of interviewees are provided on what should (and should not) be done to improve public sector financial management. Survey topics include financial reporting, internal control, continuing resolutions, working with auditors/oversight groups and CFOs’ top concerns.

FOS: FIN Audience: All

3:50 – 5 p.m.

M120: The Latest Generation Expectations in Future Employers and How to Meaningfully Connect with the Crowd and Shape your Talent Acquisition Model Accordingly

Location: Atrium Rooms 601 & 602

Breck Marshall, MPA, Senior Executive, Accenture

Moderator: TBD

Today, more than ever, employers need to understand the work trends and desires of the different generations. What are the ramifications of an aging work force? What will be the effect of the gadget generation on government operations and HR support functions? How do you apply technology to achieve higher performance in the digital age?

FOS: BMO Audience: All

3:50 – 5 p.m.

M121: Auditors and Controllers—Two Sides of the Same Coin

Location: Imperial A

Arthur A. Hayes Jr., JD, MBA, CGFM, CPA, CFE, Director, Division of State Audit, Comptroller of the Treasury, State of Tennessee

Moderator: Richard O. Bunce, CGFM, CPA, Executive Director, Department of Assurance Services, Commonwealth of Virginia; Member, AGA National Executive Committee

Art Hayes writes “Inside the Huddle” and Tom Sadowski writes “Controller's Corner” for AGA's Journal of Government Financial Management. They discuss areas of common interest to auditors and controllers, each from their unique perspective. This freewheeling conversation covers internal controls, risk assessment and risk management and how auditors and controllers relate to each other.

FOS: AUD Audience: All

3:50 – 5 p.m.

M122: Implementing a Successful Travel Management Program

Location: Marquis Rooms 103 – 105

Queen E. Cox, Travel and Transportation Management Officer, U.S. International Trade Commission

Barry A. Kahn, Director, Travel Management Division, U.S. Department of Housing and Urban Development

Neville Withington, Chief, Systems and Services, National Science Foundation

Moderator: Virginia B. Robinson, CGFM, CPA, DABFA, Financial Management Consultant; AGA Past National President

The objective of this session is to present best practices on implementing a successful e-travel program. This panel describes the experiences of two agencies that implemented or are implementing an e-travel program.

FOS: FIN Audience: All

3:50 – 5 p.m.

M123: Keys to a Successful IT Security and Vulnerability Management Program

Location: International 9 & 10

Andrea T. Norris, Deputy Chief Information Office and Director, Division of Information Systems, National Science Foundation

Moderator: TBD

This presentation highlights the management and technical components of an effective security and vulnerability management program, with particular emphasis on government and industry best practices used to mitigate financial and operational risk.

FOS: MAS Audience: All

3:50 – 5 p.m.

M124: Internal Controls: Does A-123 Appendix A Go Far Enough?

Location: Imperial B

Gary L. Frazer, CGFM, Chief, Internal Control and Audit Liaison Branch, Accounting Operations Division, National Business Center, U.S. Department of the Interior

Doug W. Webster, CGFM, DBA, Chief Financial Officer, U.S. Department of Labor

Moderator: TBD

Explore the idea of the adequacy of the OMB Compliance Framework. Does it align with our needs? Does it fall short? Should it go beyond financial reporting into our business operation? How can an organization integrate currently soloed internal control programs?

FOS: AUD Audience: Federal

3:50 – 5 p.m.

M125: Transforming Financial Management Operation at DoD and DHS

Location: Atrium Rooms 703 & 704

Richard P. Gustafson, CGFM, CDFM, Deputy Assistant Secretary for Financial Operations, U.S. Air Force, U.S. Department of Defense

Alex Keenan, Chief Financial Officer, U.S. Immigration and Customs Enforcement, U.S. Department of Homeland Security

Rear Admiral Keith Taylor, Assistant Commandant for Resources and Chief Financial Officer, United States Coast Guard (Invited)

Moderator: Deborah J. Davis, CGFM, CPA, CPFO, Budget Manager, Hamilton County Government, Hamilton County, TN; Member, AGA National Executive Committee

The U.S. Departments of Defense and Homeland Security have major financial management improvement programs under way. This panel is comprised of component CFOs within each of these organizations. Hear their successes and challenges along the path of financial improvement. Areas covered include: financial systems, change management, human capital, and integrating compliance and financial improvement efforts.

FOS: FIN Audience: Federal

3:50 – 5 p.m.

M126: Integration of Budget Formulation and Execution and Financial Management Lines of Business

Location: Atrium Rooms 706 & 707

Steve I. Gallagher, Budget Director, National Oceanic and Atmospheric Administration (Invited)

Adam H. Goldberg, MPA, Chief, Financial Analysis and Systems, Office of Management and Budget

Holden A. Hogue, Director, Accounting Systems and Standards Directorate, Financial Management Service, U.S. Department of the Treasury

Moderator: Kathryn B. Murphy, CGFM, Vice President, Savantage Solutions

Panelists discuss OMB initiatives for the Lines of Business for Budget Formulation and Execution (BFLOB) and Financial Management (FM LOB). They discuss significant issues, areas of common interest, opportunities, interactions, data overlaps, concerns, gaps and disconnects in an effort to foster a common understanding and language so that, together, the budget and accounting communities can build tools and processes to make these important functions perform in a more complementary manner.

FOS: BMO Audience: All

3:50 – 5 p.m.

M127: Public/Private Partnerships

Location: International 4 & 5

John B. Montoro, CPA, Partner, Cherry, Bekaert & Holland, LLP

Moderator: TBD

Hear a discussion about collaboration issues and triumphs in the public/private relationship. Vendors are inextricably intertwined with the success and perceived success of government programs and contracts. The panel focuses on the challenges of collaboration between government organizations and the vendors who support outsourced business—from both the vendor and government perspectives, and how challenges can be mitigated and overcome to ensure full support and dynamic contract fulfillment. Focus on RFP development and how allowing the vendor community to respond creatively to your business needs can actually help ensure that your needs and requirements are fully met. This interactive session provides insight into how improved vendor relations can maximize program objectives. Focus areas within the session include clear, concise communication, planning and execution.

FOS: MAS Audience: All

5 – 6:30 p.m.

Monday Mixer Reception

Location: Marquis Ballroom

Agenda and Education Sessions Monday, July 28 6:30 a.m. – 4 p.m. Registration Desk Open

Agenda and Education Sessions

Monday, July 28

6:30 a.m. – 4 p.m.

Registration Desk Open