Agenda and Education Sessions
*Indicates Invitation Only Events
Tuesday, July 29
6:30 a.m. – 4 p.m.
Registration Desk Open
Location: Marquis Ballroom Foyer
7 a.m. – 4:15 p.m.
Exhibit Hall Open
Location: Marquis Ballroom
7 – 8 a.m.
Breakfast with Exhibitors
Location: Marquis Ballroom
Sponsored by MasterCard Worldwide LOGO
The perfect way to start the day. Join us for breakfast in the Exhibit Hall. You’ll have chance for some early networking while visiting your private sector partners and friends. Today’s breakfast is sponsored by MasterCard Worldwide. Enjoy!
7:30 – 9 a.m.
AGA Journal Board Breakfast*
Location: Atrium Room 701
8 – 8:10 a.m.
Welcome and Announcements
Location: Atrium Ballroom
8:10 – 9 a.m.
T100: An Address by Ernest Almonte, CGFM
Location: Atrium Ballroom
Ernest A. Almonte, CGFM, CPA, CFE, Auditor General, State of Rhode Island
Moderator: Paul Carlson, Comptroller, Department of Administration Services, State of Nebraska; Co-Chair, PDC 2008 Technical Committee
FOS: AUD Audience: All
9 a.m. – 5 p.m.
GASB Public Hearing
The Governmental Accounting Standards Board (GASB) is holding a public hearing on the proposed amendments to Concepts Statement No. 2, Service Efforts and Accomplishments Reporting, in the Fulton/Cobb/Clayton rooms at the Atlanta Hilton, located at 255 Courtland St. NE.
9:15 – 10:20 a.m.
T101: Accounting for the Cost of War
Location: Imperial A
William E. Bergmeyer, CPA, Director, Corporate Reporting, Defense Finance and Accounting Service
Edna J. Knight, CGFM, CPA, Deputy Director, Standards and Compliance, Defense Finance and Accounting Service
Tom Roberts, Director, Finance Operation/Chief of Staff, Indianapolis Operations, Defense Finance and Accounting Service
Gregory L. Schmalfeldt, CPA, Director, Network Compliance, Defense Finance and Accounting Service
Moderator: Zack E. Gaddy, CPA, Director, Defense Finance and Accounting Service; Co-Chair, PDC 2008 Technical Committee
Learn what it takes to provide accounting support in a contingency environment and how decision-makers get more timely and accurate information supporting budget requests for the Global War on Terror.
FOS: FIN Audience: All
9:15 – 10:20 a.m.
T102: OMB Update
Location: Imperial B
Carrie A. Hug, CGFM, CPA, Chief of Financial Standards and Grants, Office of Federal Financial Management, U.S. Office of Management and Budget
Adam H. Goldberg, MPA, Chief, Financial Analysis and Systems, U.S. Office of Management and Budget
Daniel I. Werfel, Deputy Controller, Office of Federal Financial Management, U.S. Office of Management and Budget
Moderator: Henry J. Steininger, CGFM, CPA, Managing Partner, Grant Thornton LLP; Member, AGA National Executive Committee
What major milestones in federal financial management are in store for the remainder of FY 2008 and beyond? What are the emerging issues we all need to be prepared to address? How are OMB and the U.S. Chief Financial Officers Council preparing for the upcoming transition to a new administration? Don’t miss your opportunity for a dialogue with OMB staffers as they provide their annual “State of the Financial Management Union” at the PDC.
FOS: ACC Audience: Federal
9:15 – 10:20 a.m.
T103: The Path from Private Accounting to Public Office—Making a Difference in Ohio
Location: Atrium Rooms 703 & 704
Mary Taylor, CPA, Auditor of State, State of Ohio
Moderator: Richard L. Fair, CGFM, CPA, State Auditor, State of New Jersey; AGA National President and Member, AGA National Executive Committee
As the State Auditor of Ohio, Mary Taylor leads a staff of more than 800 and is a national leader among state government accounting officials. As such, she and her staff audit and evaluate all aspects of state government spending, contracting and performance management. Ms. Taylor provides a unique perspective on her audit role and her vision for the future in assuring Ohio taxpayers understand where and how effectively their tax dollars are spent.
FOS: ACC Audience: All
9:15 – 10:20 a.m.
T104: Building a Successful Relationship with Congress
Location: Atrium Rooms 706 & 707
Stephen Ayers, AIA, Acting Architect of the Capitol, Chief Operating Officer, Architect of the Capitol
Moderator: Samuel T. Mok, CGFM, CIA, CICA, Managing Member, Condor International Advisors LLC; AGA National President-Elect and Member, AGA National Executive Committee
Stephen Ayers is responsible for the administration of all the Capitol’s facilities, buildings, security, technology and history. In this session, he describes the political forces he faces each day and how he manages to keep his customers satisfied. He discusses the mission of his organization and shares insights and war stories about the strategies and techniques he and his staff use to manage 535 bosses and keep the Capitol humming.
FOS: BMO Audience: All
10:20 – 11 a.m.
Coffee Break 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!
11 a.m. – 12:10 p.m.
AGA Chapter Development and Assistance Meeting
Location: Atrium Room 705
Senior Vice Presidents of Regional Services, Regional Vice Presidents, Chapter Presidents, Regional Coordinators for Chapter Development and Assistance, and interested AGA members are invited to discuss efforts to develop new chapters and assist struggling chapters. Director of Chapter Operations Raymond Harris, CGFM, Deputy Executive Director of Programs Susan Fritzlen and Field Representative and Past National President Bobby Derrick, CGFM, lead a discussion on expanding and improving chapter operations. The discussion also focuses on the regional governance structure, the role that SVPRS and RVP teams play in making such improvements and the procedures for starting a new chapter.
11 a.m. – 12:10 p.m.
T105: CFOs––Adding Value in the Department of Defense
Location: Imperial A
Tony Poleo, CGFM, CDFM, Chief Financial Officer, Defense Logistics Agency, U.S. Department of Defense
James E. Short, CGFM, CPA, CDFM, Deputy Chief Financial Officer, Office of the Under Secretary of Defense, U.S. Department of Defense
Tim Soltis, CPA, CISA, Chief Financial Officer, Defense Intelligence Agency, U.S. Department of Defense
Moderator: Zack E. Gaddy, CPA, Director, Defense Finance and Accounting Service; Co-Chair, PDC 2008 Technical Committee
The U.S. Department of Defense is one of the largest organizations in the world. The speakers represent three different aspects of the DoD and discuss how they are able to provide value to their respective organizations and what keeps them up at night. Represented are the Secretary of Defense Controller (DoD Deputy CFO), one of the largest logistics agencies in the world (the CFO of DLA) and the intelligence community (the CFO of DIA).
FOS: FIN Audience: Federal
11 a.m. – 12:10 p.m.
T106: Asset Management—Practices and Solutions to Resolve the Long-Standing Concern with Tangible Assets
Location: Atrium Rooms 601 & 602
Paul L. Booze, CGFM, Chief, Facilities and Property Management Division, Defense Information Systems Agency
Lauren B. Foster, CPA, Assistant Controller, Wayne County Airport Authority
Moderator: Clyde G. McShan II, CGFM, Senior Advisor, Financial Management Services, Inc.; AGA Past National President
Staying in control of government’s tangible assets is a long–standing issue that needs the application of today's techniques and technology. To effectively and efficiently leverage resources for maximum impact, practices for process transformation and solutions for data integrity are required. Key issues surround responsibilities and accountabilities; interfaces between records and financial systems; process flows in financial, recording and use activities; and the integration of these into the life cycle of asset management.
FOS: FIN Audience: All
11 a.m. – 12:10 p.m.
T107: Improving the Federal Grants Management Process: Can XBRL Help?
Location: International 4 & 5
Katie Hermosilla, President, National Grants Management Association; Senior Manager, Grants Management Solutions, BearingPoint, Inc.
Joseph L. Kull, CGFM, CPA, Director, PricewaterhouseCoopers LLP; Co-Chair PDC 2008 Technical Committee
Anna D. Gowans Miller, MBA, CPA, Director of Research, AGA
Moderator: Thomas Beyer, Managing Director, BearingPoint, Inc.
Typically the timely collection of post-award financial and performance reports has been a challenge for grant-making agencies. Manual processes for review and reconciliation still seem to be the norm rather than the exception. How can technology help agencies improve their grant management and reporting processes? An AGA research effort has studied what major federal grant-making agencies and state organizations are doing. Come hear how they see the future of grant reporting.
FOS: FIN Audience: All
11 a.m. – 12:10 p.m.
T108: Service-Oriented Architecture
Location: Marquis Rooms 103 – 105
Todd A. Bernstein, Account Executive, Platform Solutions, SAP Public Services, Inc.
Larry Calabro, Principal, Deloitte
Peter Doolan, Vice President, Oracle Public Sector, Oracle USA, Inc.
Moderator: Roger Von Elm, CGFM, Managing Partner, Government Services, UHY LLP
Listen to industry leaders discuss how technology is evolving to better integrate a large number of enterprise resource planning systems across many entities in the private sector and government.
FOS: CS Audience: All
11 a.m. – 12:10 p.m.
T109: Key Performance Indicators for the 21st Century: How Well Do You Match Up?
Location: International 9 & 10
William Kilmartin, MPA, CGFM, Director, Accenture; former State Comptroller, Commonwealth of Massachusetts
D. Clark Partridge, CGFM, CPA, State Comptroller, Department of Administration, State of Arizona,
J. D. Williams, MPA, CGFM, JD, Vice President, State and Local Government, Application Solutions, Oracle USA, Inc.; former State Controller, State of Idaho
Moderator: TBD
Hear the results from a recent study in which 11 controllers were interviewed on key performance indicators.
FOS: MAS Audience: All
11 a.m. – 12:10 p.m.
T110: The PCIE/CFO Council Partnership
Location: Atrium Rooms 703 & 704
Doug A. Glenn, CPA, CMA, Deputy Chief Financial Officer, U.S. General Services Administration
William S. Maharay, CGFM, CPA, Deputy Inspector General for Audit Services, U.S. Department of Energy
Daniel I. Werfel, Deputy Controller, Office of Federal Financial Management, U.S. Office of Management and Budget
Moderator: TBD
Hear a discussion on how the CFO and PCIE communities have partnered for "Smarter Accountability." The PCIE and the CFO Council have established a smarter accountability task force, chaired by OMB, to identify ways to make financial reporting requirements more cost-beneficial addressing the roles of public reporting, internal controls and decision support.
FOS: FIN Audience: All
11 a.m. – 12:10 p.m.
T111: Rebuilding the Country's Infrastructure through Public-Private Partnerships
Location: Imperial B
Robert Prieto, Senior Vice President, Flour Corporation
Barbara W. Reese, Deputy Secretary of Transportation, Department of Transportation, Commonwealth of Virginia
Moderator: William H. Campbell, Chief Financial Officer, Amtrak
Federal, state and local governments and quasi-governmental corporations are increasingly looking to public-private partnerships to fund infrastructure projects that they cannot finance alone. The speakers discuss the efforts of their organizations to initiate, manage and finance these public-private partnerships. Speakers address partnerships for a variety of projects including road systems, airports and the operations of the nation's passenger railroad system.
FOS: MAS Audience: All
11 a.m. – 12:10 p.m.
T112: Is There a Talent Crisis Looming in Government Financial Management?
Location: Atrium Rooms 706 & 707
John J. Radford, CGFM, CIA, CFE, State Comptroller, State of Oregon; Member, AGA National Executive Committee
Radha C. Sekar, MBA, Assistant Deputy Under Secretary of Defense (FM), Business Integration Office, U.S. Department of Defense
John D. Webster, CGFM, CPA, Consultant, AGA; retired Chief Financial Officer, Libarary of Congress; AGA Past National Treasurer
Moderator: Charles J. Maloney Jr., CGFM, Managing Executive Director, Management Concepts
Having staff with the appropriate skills and expertise needed for a changing business environment is critical for accomplishing government work in the 21st century. This session examines whether the federal and state governments have the financial people with the skills their organizations need, and looks at how to address challenges of training and work force planning. The session begins with an update on the recently completed AGA CPAG research project on the talent crisis.
FOS: HR Audience: All
11 a.m. – 12:10 p.m.
T113: International Financial Management
Location: International 6–8
Adam Blackwell, Assistant Secretary Finance and Administration, Organization of American States
Bernie Geiger, MBA, CMC, Director, Financial Management Policies, Office of the Comptroller General of Canada
Moderator: Marc-Andre Audette, Director, Internal Control Division, Office of the Comptroller General of Canada
The Canadian government recently enacted legislation similar to the CFO Act in the United States. At the same time, the Organization of American States is attempting to improve financial management in its member states. This session highlights the challenges faced and the strategies employed to improve financial management in Canada and in the member states of the OAS.
FOS: ACCG Audience: All
12:10 – 1:15 p.m.
Luncheon and Awards Ceremony
Location: Atrium Ballroom
Sponsored by CGI 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 CGI. Enjoy!
1:15 – 2:15 p.m.
T114: Our Character, Our Future and Masters of the Dream
Location: Atrium Ballroom
Bernice King, Internationally Acclaimed Orator, Ordained Minister and Daughter of Martin Luther King Jr.
Moderator: Zack E. Gaddy, CPA, Director, Defense Finance and Accounting Service; Co-Chair, PDC 2008 Technical Committee
As a nationally renowned orator, Rev. Bernice A. King has inherited the gift of oratory and ecumenical power that her father was famous for, and has inspired thousands of people from all walks of life. In 1980, at age 17, she spoke in her mother's stead to the United Nations on Apartheid, and discovered her oratorical gift. The youngest child of Coretta Scott King and the late Martin Luther King Jr., Bernice is remembered by most as the 5-year-old in the Pulitzer Prize-winning photograph taken of her as she lay in her mother's lap during her father's funeral. Her message is sure to captivate and inspire you!
FOS: PD Audience: All
2:30 – 3:40 p.m.
AGA Chapter Leadership Meeting—Focus on CGFM
Location: Atrium Room 705
Become part of the CGFM Program’s success. Join CGFM leaders to learn about the program’s accomplishments this year and to share your own success stories. We discuss state and local recognition of the CGFM certification, opportunities to earn the designation at AGA national conferences and the GFM training program.
2:30 – 3:40 p.m.
T115: What's Next with the Performance and Accountability Report?
Location: Marquis Rooms 103 – 105
Maurice McTigue, Vice President, Director, Government Accountability Project and Distinguished Visiting Scholar, Mercatus Center at George Mason University
Harold I. Steinberg, CGFM, CPA, Technical Consultant, AGA
Moderator: Wendy M. Payne, CGFM, CPA, Executive Director, Federal Accounting Standards Advisory Board
The Office of Management and Budget allowed agencies to explore different formats that enable them to tailor the financial and performance reporting to their constituencies. How did this alternative approach to the Performance and Accountability fare? AGA and George Mason's Mercatus Center have been asked to evaluate the Pilot Program. Learn from these two experts in the field of federal performance reporting. What are their recommendations for making federal performance reporting more useful?
FOS: MAS Audience: State & Local
2:30 – 3:40 p.m.
T116: Beyond Financials and Compliance—The Expanding Role of the CFO
Location: Imperial A
Steve Isakowitz, Chief Financial Officer, U.S. Department of Energy
Lee J. Lofthus, MBA, Assistant Attorney General for Administration, U.S. Department of Justice
Moderator: TBD
Private sector CFOs are an integral part of their companies, and often one of key senior executives leading to the CEO's office. Public sector CFOs are often still seen as part of the back office, a traditional accounting role that focuses on getting the statements right. Learn the attributes for transitioning from a desktop to the board room.
FOS: ACC Audience: All
2:30 – 3:40 p.m.
T117: How SAS 70 Audit Reports Are Used in Government and Are Improvements Needed?
Location: International 4 & 5
Katherine J. Anderson, CGFM, CPA, Audit Manager, Comptroller of the Treasury, State of Tennessee
James Merrill, Executive Director, Ernst & Young LLP
Anna D. Gowans Miller, MBA, CPA, Director of Research, AGA
Moderator: Werner Lippuner, Partner, Ernst & Young LLP
Hear about the results of the AGA CPAG research study on SAS 70.
FOS: FIN Audience: All
2:30 – 3:40 p.m.
T118: Intergovernmental Update on the Tug and The Tanker
Location: Atrium Rooms 601 & 602
Martin J. Benison, CGFM, Comptroller, Commonwealth of Massachusetts
David R. Bennett, CGFM, CPA, Assistant County Mayor and Finance Director, Blount County Government, Tennessee; AGA National Treasurer and Member, AGA National Executive Committee
Daniel I. Werfel, Deputy Controller, Office of Federal Financial Management, U.S. Office of Management and Budget
Moderator: Helena Sims, Director of Intergovernment Relations, AGA
Highly maneuverable and able to navigate in tight spaces, tugboats nudge ships around obstacles in rivers and harbors that they would be too large and powerful to navigate on their own. So too is a new intergovernmental partnership helping governments navigate around obstacles to effective performance. Learn about the Partnership for Intergovernmental Management and Accountability, a small and maneuverable group of government officials that is helping guide government through a variety of challenges.
FOS: MAS Audience: All
2:30 – 3:40 p.m.
T119: Instituting SOX-like Programs at the State and Local Level
Location: International 9 & 10
Joseph P. Bell, CIA, CGAP, CPA, Chief Audit Executive, Office of Internal Audit, State of Ohio
Ben McLawhorn, CISA, CISM, CFE, Risk Mitigation Services Manager, Office of the State Controller, State of North Carolina
Moderator: TBD
FOS: AUD Audience: S&L
2:30 – 3:40 p.m.
T120: Auditing Under the Risk Assessment Standards in the Federal Government
Location: Atrium Rooms 703 & 704
Moderator: TBD
The AICPA’s Auditing Standards Board (ASB) has issued eight Statements on Auditing Standards (SAS) relating to the assessment of risk in an audit of financial statements (SAS 104-111). This session focuses on discussing the impact of these standards on federal audits beginning with fiscal year 2008.
FOS: AUD Audience: Federal
2:30 – 3:40 p.m.
T121: How to Detect Fraud and What to Do About It
Location: Imperial B
Ginger M. Cruz, Deputy Inspector General, Special Inspector General for Iraq Reconstruction
Pat Nigro, MBA, CPA, Financial Advisory Services Director, Deloitte
Dan Willkens, Senior Advisor to Inspector General, Investigations, Special Inspector General for Iraq Reconstruction
Moderator: TBD
Modern technology and a changing environment have changed the dynamics of identifying opportunities for fraud in the government environments even while fraud scams proliferate. This session discusses how these techniques can be used effectively and still be sensitive to privacy and other issues.
FOS: AUD Audience: All
2:30 – 3:40 p.m.
T122: Integrating IT Systems and Financial Controls
Location: Atrium Rooms 706 & 707
David Norquist, Chief Financial Officer, U.S. Department of Homeland Security
Robert West, CGFM, Chief Information Security Officer, U.S. Department of Homeland Security
Moderator: TBD
CIOs and CFOs are working across government to Integrate OMB Circular A-123 Appendix A and FISMA into a framework to assess and report on the reliability of general computer and application controls that support financial transactions. This session offers the CFOs’ and CIOs’ perspectives on best practices and challenges in assessing information technology internal controls for OMB Circular A-123 and integration of the CIO/CFO roles and responsibilities.
FOS: AUD Audience: Federal
2:30 – 3:40 p.m.
T123: Best Practices in Improper Payments Estimation
Location: International 6–8
Kimberly Brandt, Director of Program Integrity, Centers for Medicare and Medicaid Services, U.S. Department of Health and Human Services
Moderator: TBD
Representatives from two agencies outline how they have developed and refined their approach to conducting their reviews for improper payments.
FOS: AUD Audience: All
3:40 – 4:15 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 network with colleagues and friends. This is your last chance to visit with exhibitors. Don’t miss out on the opportunity to meet your private sector partners and find solutions to your business challenges. Today’s snack break is sponsored by Booz Allen Hamilton. Enjoy!
4:15 – 5:15 p.m.
T124: The Presidency, The Congress and the Press—A Current Perspective
Sponsored by (KPMG LOGO)
Location: Atrium Ballroom
David S. Broder, Pulitzer Prize-Winning Journalist and National Political Correspondent, The Washington Post
Moderator: Nancy A. Valley, CGFM, Partner, National Government Line of Business Leader, KPMG LLP
Pulitzer Prize-winning journalist David Broder is one of the nation’s most distinguished writers and television commentators. Reporting for The Washington Post, Broder keeps his eye squarely on the personalities, issues and public opinions that shape contemporary politics. Through his insightful observations and amusing behind-the-scenes anecdotes, this Washington insider analyzes and evaluates the upcoming election, actions of Congress, the White House and more. Hear his unique and unbiased perspective on the current political landscape.
FOS: PD Audience: All
5:30 – 6:30 p.m.
AGA International Roundtable
Location: Atrium Room 707
Join AGA’s International Development Committee (IDC) for a discussion of current and emerging international issues. The IDC chair presents changes that have been made recently, and IDC members share their views, discuss AGA’s long-term goals and offer attendees the opportunity to raise questions or suggest approaches for AGA in the international arena. International attendees, U.S. nationals living abroad and anyone interested in international issues are invited to attend, but reservations are required.