Saturday & Sunday | Tuesday | Wednesday & Thursday

Monday, June 22

6:30 a.m. – 4 p.m.
PDC Registration Desk Open
Marriott: Preservation Foyer

7 a.m. – 4:10 p.m.
Exhibit Hall Open
Marriott: Grand Ballroom

7 – 8 a.m.
Breakfast with Exhibitors
Marriott: Grand Ballroom

Sponsored by Clifton Gunderson LLP

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.
M101: Federal Accounting Standards Advisory Board (FASAB) Update
Marriott: Mardi Gras Salon D

Norwood J. Jackson Jr., Member, Federal Accounting Standards Advisory Board
Harold I. Steinberg, CGFM, CPA, Technical Consultant, AGA
Moderator: Wendolyn M. Payne, CGFM, CPA, Executive Director, Federal Accounting Standards Advisory Board

Obtain an overview and insights regarding recently issued FASAB standards, due process documents, and current projects and research agendas.

FOS: ACCG
Audience: All

10:30 – 11:45 a.m.
M102: Data Integrity in Decentralized Organizations: Achieving It and Maintaining It
Marriott: Mardi Gras Salon E

Terry Bowie, CGFM, CPA, Deputy Chief Financial Officer, National Aeronautics and Space Administration
Jeffrey A. Hoge, MBA, Director, Accounting Systems Division, Financial Management Service, U.S. Department of the Treasury
Moderator: Frank E. Petersen III, CGFM, Director, Quality Assurance Division, National Aeronautics and Space Administration

Achieving and maintaining data integrity is one of the greatest challenges faced by decentralized organizations. This panel of CFOs from decentralized organizations describe the tools they use to achieve data integrity. They also describe the continuous monitoring required to ensure maintenance of data integrity.

FOS: SKA
Audience: All

10:30 – 11:45 a.m.
M103: Retirement Tsunami
Marriott: Mardi Gras Salons F

Ricardo A. Aguilera, MA, DOD Comptroller Faculty Chair, Chief Financial Officers Academy, National Defense University
Teresa A. McKay, CPA, Director, Defense Finance and Accounting Service
Anthony P. Scardino, CGFM, Assistant Chief Financial Officer, Budget, U.S. Department of Housing and Urban Development
Moderator: John J. Radford, CGFM, CIA, CFE, State Comptroller, State of Oregon; Member, AGA National Executive Committee

The majority of the financial management work force is eligible to retire. How is the financial management community dealing with the expected loss of experienced managers and senior staff? What are organizations doing to prevent the “brain drain?” Learn tips for knowledge sharing, building new leaders and creative ways that organizations are retaining key staff.

FOS: HR
Audience: State & Local

10:30 – 11:45 a.m.
M104: Treasury Fiscal Service, Strategic Financial Management Direction and Plans
Marriott: Balconies L – N

Scott Bell, MBA, CGFM, Senior Accountant, Financial Management Services, U.S. Department of the Treasury
Carrie Hug, MS, CGFM, CPA, U.S. Department of the Treasury
James Sturgill, Assistant Commissioner, Financial Management Service, U.S. Department of Treasury
Moderator: Jeff Bateman, Vice President, Strategic Programs and Alliances, Teradata Government Systems, LLC

This session explores the strategic plans of the Department of the Treasury, Fiscal Service, related to the next generation of financial management and debt management initiatives.

FOS: FIN
Audience: All

10:30 – 11:45 a.m.
M105: Reporting of Intergovernmental Financial Dependency by State and Local Governments
Marriott: Gallery 3

Eric Berman, Deputy Comptroller, Office of the Comptroller, Commonwealth of Massachusetts
Joseph J. DioGuardi, CPA, Chairman, Truth in Government
Eric E. Scheetz, CPA, CAFR Accountant, State Controller's Office, Financial Reporting Section, State of Nevada
Moderator: Edward J Mazur, CPA, Senior Advisor for Government Financial Management, Cherry, Bekaert & Holland, LLP

Resources flowing from one level of government to another are most often significant in amount and critical to the budget, staffing and operations of the recipient government. Yet, published reports from the U.S. Department of the Treasury and the U.S. Government Accountability Office cast a cloud over the future of federal funding and imply risks to state and local governments that depend on these funds.

FOS: FIN
Audience: State & Local

10:30 – 11:45 a.m.
M106: Energy: What’s All the Fuss About?
Marriott: Galleries 1 & 2

Owen F. Barwell, Deputy Chief Financial Officer, U.S. Department of Energy
Roderick K. West, President and CEO, Entergy New Orleans
Moderator: Rebecca Ranich, Director, Deloitte Consulting LLP

DoD, DOE, GSA, and other federal agencies are big energy consumers. This session explores the implications of new energy mandates on federal agencies and discuss the challenges and accomplishments of green energy plans and programs being implemented. Learn how you can benefit from better energy consumption and how it can save your agency money.

FOS: SKA
Audience: All

10:30 – 11:45 a.m.
M107: Improving Grants Management and Performance Reporting
Marriott: Studios 8 – 10

Anna D. Gowans Miller, MBA, CPA, Director of Research, AGA
Harold I. Steinberg, CGFM, CPA, Technical Consultant, AGA
Moderator: Emy Neuman-Javornik, CPA, CFE, Executive, Crowe Horwath LLP

This AGA CPAG Research Session discusses AGA research projects on the use of performance information and grants. Come hear how innovative use of technologies such as XBRL can allow all levels of government to streamline tasks, and find out how to make the grants monitoring and reporting processes more efficient.

FOS: SKA
Audience: All

10:30 – 11:45 a.m.
M108: Fiscal Turmoil: The Role of the Auditors in Oversight and Accountability
Marriott: Galleries 4 – 6

Orice Williams Brown, MBA, Director, U.S. Government Accountability Office
Jeanette M. Franzel, CGFM, CPA, Managing Director, Financial Management and Assurance, U.S. Government Accountability Office; Co-Chair, PDC 2009 Technical Committee
Moderator: Dianne D. Guensberg, CPA, Assistant Director, U.S. Government Accountability Office

Congress charged the Troubled Asset Relief Program (TARP) IG and GAO with the responsibility of overseeing efforts by the Treasury to stabilize U.S. financial markets and the banking system. What are the specific roles of these auditors and how will they work together to oversee the implementation of the program and ensure accountability for the $700 billion appropriated for its use?

FOS: AUDG
Audience: All

11:45 a.m. – 1:15 p.m.
Luncheon and Awards Ceremony
Sheraton: Napoleon Ballroom

Sponsored by PricewaterhouseCoopers LLP

Join us for lunch and the opportunity to network with colleagues and friends. This event features an awards ceremony to recognize leaders who exemplify and promote excellence in government financial management. Today’s luncheon is sponsored by PricewaterhouseCoopers LLP. Enjoy!

Noon – 5 p.m.
AGA Partnership for Intergovernmental Management and Accountability—Steering Committee
Marriott: Mardi Gras Salons A-C

1:15 – 2:10 p.m.
M109: Oxygen Not Included™
Sheraton: Napoleon Ballroom

Alison Levine, Team Captain of the First American Women's Everest Expedition and Groundbreaking Polar Adventurer
Moderator: Scott McIntyre, Partner, PricewaterhouseCoopers LLP

Every climb requires a unique approach, whether it's up the face of Everest, the corporate ladder or into a position of market leadership. Alison Levine draws upon two decades of business experience to deliver a customized, focused and relevant message to her audiences. Her presentation offers a unique perspective on the topics of leadership, teamwork, innovation, pushing your personal limits and dealing with a changing environment. Her breathtaking visuals will take you on a journey up Mount Everest, across the polar regions and over to war-torn Uganda—places where determination is every bit as important as skill when it comes to survival—and willpower is the most essential piece of equipment.

FOS: PD
Audience: All

2:20 – 3:30 p.m.
M110: AGA CFO Survey: Recovery and the Transparency Imperative
Marriott: Mardi Gras Salon D

Richard L. Haley II, Chief Financial Officer/Assistant Director, Federal Bureau of Investigation, U.S. Department of Justice
Christine L. Walker, BA, CMA, Chief Financial Officer, Canadian International Development Agency
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 Global Public Sector

How can financial management and managers help fix the current financial crisis and recovery? What does the new transparency mean for financial reporting? This session answers those and other important questions, based on the input of nearly 400 financial leaders and managers from local, state and federal governments in the U.S. and Canada. All participated in the 14th annual CFO Survey, sponsored by AGA and carried out by Grant Thornton LLP. Survey topics also included maintaining unqualified audit opinions on financial statements and the skills future financial leaders must have to succeed.

FOS: FIN
Audience: State & Local

2:20 – 3:30 p.m.
M111: Governmental Accounting Standards Board (GASB) Update
Marriott: Mardi Gras Salon E

Robert H. Attmore, CGFM, CPA, Chairman, Governmental Accounting Standards Board (GASB)
Moderator: Wendolyn M. Payne, CGFM, CPA, Executive Director, Federal Accounting Standards Advisory Board

Obtain an overview of, and insights regarding, recently issued GASB standards, due process documents, and current projects and research agendas.

FOS: ACCG
Audience: All

2:20 – 3:30 p.m.
M112: Internal Controls In a Rapidly Changing Government Business Process
Marriott: Galleries 1 & 2

Stuart Kurlancheek, CGFM, CPA, Deputy Chief, Office of Audit, Administrative Office of the U.S. Courts
Michael J. Najjum Jr., CGFM, Senior Vice President, Ginnie Mae
Moderator: Douglas Criscitello, Director, PricewaterhouseCoopers LLP

Government agencies must continue to review internal controls to reflect changes to financial risk. In the secondary mortgage industry, Ginnie Mae has seen its annual securities guaranteed grow by 260 percent with a major crisis in the primary and secondary mortgage industry. This growth has caused additional risks that have led to enhancements to the internal controls structure. Ginnie Mae continues to review and enhance its control environment to reflect changes to financial risk. The Administrative Office of the U.S. Courts has initiated a major effort to standardize financial controls using continuous controls monitoring software. Its IC Evaluation system provides data-mining tools for all court units to enhance financial and program controls and provide court unit executives with the tools to protect court funds.

FOS: AUDG
Audience: All

2:20 – 3:30 p.m.
M113: An Inside Look at Practical Transparency: Stories and Advice from the Recovery Act Front Lines
Marriott: Balconies L – N

Donald Flattery, MBA, Senior Advisor for E-Gov, Office of Environmental Information, U.S. Environmental Protection Agency
Terry A. Ouverson, Special Assistant to the CFO for IT, Office of the Chief Financial Officer, U.S. Environmental Protection Agency
Moderator: Patricia E. Healy, Executive Consultant, CGI Federal

Hear practical experiences and lessons learned from executives who are in the thick of making transparency and accountability work for grants in everyday operations as they implement the American Recovery and Reinvestment Act.

FOS: ACCG
Audience: Federal

2:20 – 3:30 p.m.
M114: Beyond ERP—What's Next? Transparency and Shared Services
Marriott: Gallery 3

Kenyatta A. Chandler, MBA, Program Manager, Ohio Shared Services, Office of Management and Budget, State of Ohio
John P. Gentile, Associate Commissioner for Operations, U.S. Food and Drug Administration, U.S. Department of Health and Human Services
Kent A. Petty, Integration Lead, Ohio Shared Services, Office of Management and Budget, State of Ohio
Moderator: Mary Lechner, CGFM, Vice President, Savantage Solutions; AGA Treasurer-Elect and Member, AGA National Executive Committee

Many organizations have implemented ERP for core financial functions. The question of “what’s next” is being addressed by many—organizations are looking at several areas including business intelligence, shared services, and greater employee and external access. This session examines trends and what several organizations are doing.

FOS: MAS
Audience: All

2:20 – 3:30 p.m.
M115: Moving Beyond Systems Implementations: Leveraging Information for Decision-Making
Marriott: Mardi Gras Salons F

Owen F. Barwell, Deputy Chief Financial Officer, U.S. Department of Energy
Jolene A. Lauria-Sullens, Deputy Assistant Attorney General/Controller, U.S. Department of Justice
Moderator: Ken Klaus, UFMS Deputy Program Manager, U.S. Department of Justice

Government is under increased pressure to move beyond compliance with mandates to improved performance. CFOs and senior financial managers need to report on activities, drive down costs and improve services. In this session, two government leaders relate how they use information from multi-year financial system implementations to drive decision-making and accountability across the organization.

FOS: BMO
Audience: Federal

2:20 – 3:30 p.m.
M116: GWA/FIRST—The Future of Governmentwide Accounting and Financial Reporting
Marriott: Studios 8 – 10

Elizabeth A. Angerman, PMP, FIRST/GTAS Project Manager, GWA – Governmentwide Accounting
Michael V. Norman, Director GWAMP Agency Liaison and Security, Financial Management Service, U.S. Department of the Treasury
Moderator: Karl L. Boettcher, MBA, CGFM, Senior Financial Management Analyst, Financial Management Service, U.S. Department of the Treasury; Member, AGA National Executive Committee

The GWA Modernization and FIRST efforts are ongoing initiatives that will improve the financial reporting and reconciliation processes at both Treasury and the federal agencies. This session provides a forum for agencies to hear about these two initiatives, focusing on the changes to agency reporting and reconciliation processes, necessary system changes to support standardization initiatives and the impacts and timelines for implementation.

FOS: ACCG
Audience: All

2:20 – 3:30 p.m.
M117: Financial Market Stress: A Framework for Financial Market Regulation
Marriott: Galleries 4 – 6

Orice Williams Brown, MBA, Director, U.S. Government Accountability Office
Moderator: Matthew A. Jadacki, Deputy Inspector General for Office of Emergency Management Oversight, Office of Inspector General, U.S. Department of Homeland Security

As the nation finds itself in the midst of one of the worst financial crises ever, the regulatory system increasingly appears to be ill-suited to meet the nation’s needs in the 21st century. GAO has developed a framework for crafting and evaluating regulatory reform proposals. This framework helps policy-makers identify trade-offs and balance competing goals.

FOS: FIN
Audience: Federal

3:30 – 4:10 p.m.
Coffee Break with Exhibitors
Marriott: Grand Ballroom

Sponsored by Graduate School, USDA

Perk up your afternoon with a cup of coffee, tea or soda in the Exhibit Hall, while networking with colleagues and friends. Here’s another opportunity to explore the exhibit booths and meet your private sector partners. Compliments of Graduate School, USDA. Enjoy!

4:10 – 5:20 p.m.
M118: CFO and IG Collaboration
Marriott: Mardi Gras Salon D

James L. Taylor, Deputy Inspector General, U.S. Department of Homeland Security
Martin J. Rajk, Deputy Assistant Commandant for Resources/Deputy Chief Financial Officer, U.S. Coast Guard
Moderator: Matthew A. Jadacki, Deputy Inspector General, Office of Emergency Management Oversight, Office of the Inspector
General, U.S. Department of Homeland Security

FOS: ACCG
Audience: All

4:10 – 5:20 p.m.
M119: What Happens When Cybersecurity Fails Government Systems?
Marriott: Mardi Gras Salon E

Allan Paller, Director of Research, SANS Institute
Richard S. Smith, CISSP, CISM, CCNA, Chief Information Security Officer, Transportation Security Administration, U.S. Department of Homeland Security
Gregory Wilshusen, Director of Information Security, U.S. Government Accountability Office
Moderator: Harry D. Raduege Jr., Director, Deloitte Consulting LLP

In February 2005, Bank of America shocked 1.2 million federal employees by announcing that a major security breach may have left their credit card information exposed to theft or hacking. If this could occur to what was then one of the most successful Fortune 500 corporations, could it happen to federal and state government agencies? With President Obama being the first president to appoint a national cybersecurity advisor, this issue is expected to remain a top government-wide priority impacting all government employees. This panel discusses how unmitigated cybersecurity risks can lead to catastrophic organizational failures and describes the responsibilities, tools and techniques that government managers and all public servants need to identify and manage to mitigate cybersecurity risks within their organizations.

FOS: CS
Audience: All

4:10 – 5:20 p.m.
M120: Business Intelligence Improves Performance at VHA and USCG
Marriott: Galleries 1 & 2

Ernesto Castro, PMP, Director, Business Information Office, Chief Business Office, Veterans Health Administration, U.S. Department of Veterans Affairs
CDR Joseph E. Staier, MS, Program Manager for Coast Guard, Business Intelligence Systems, U.S. Coast Guard, U.S. Department of Homeland Security
Moderator: Jullin Renthrope, CGFM, CPA, CFE, CGFO, Audit Manager, Office of the Legislative Auditor, State of Louisiana; AGA Past National President

The Veterans Health Administration (VHA) Chief Business Office (CBO) is leveraging its data warehouse to improve revenue performance through business policy and operational changes. Using business analytics, CBO was able to identify opportunities for increasing revenue, which directly impacts the quality and availability of health care for our nation’s veterans and their dependents. Learn how BI exposed the make-up of CBO’s receivables and helped the organization modify the third party follow-up rules for accounts receivables (AR), which has led to more effective AR management and increased revenue collections.

FOS: BMO
Audience: All

4:10 – 5:20 p.m.
M121: Predictive Analytics—How to Stop Problems Before They Begin
Marriott: Balconies L – N

Jeff Lovett, Director, Finance and Performance Management, Teradata Corporation
Russell Walker, Ph.D., Assistant Director of the Zell Center for Risk Research, Kellogg School of Management, Northwestern University
Moderator: David R. Bennett, CGFM, CPA, Finance Director, Blount County Government, Blount County, TN; AGA Immediate Past National Treasurer and Member, AGA National Executive Committee

This session is designed for the business or technical manager who oversees a business intelligence environment and wishes to learn the best practices and pitfalls of implementing a predictive analytics capability. While panelists discuss some technical issues, the session is designed to educate business managers about how to drive greater value from their existing investments in data warehousing and information delivery systems.

FOS: SKA
Audience: All

4:10 – 5:20 p.m.
M122: The Future of the Federal Performance and Accountability Reporting Process
Marriott: Gallery 3

Jerry Ellig, Ph.D., Senior Research Fellow, Mercatus Center, George Mason University
Harold I. Steinberg, CGFM, CPA, Technical Consultant, AGA
Moderator: Daniel I. Werfel, Deputy Controller, Office of Federal Financial Management, U.S. Office of Management and Budget

A point/counterpoint session discussing where the performance and accountability reporting process is likely to go and where it should go under the new administration.

FOS: MAS
Audience: All

4:10 – 5:20 p.m.
M123: The New SAS 70 Requirements
Marriott: Mardi Gras Salons F

Robert F. Dacey, JD, CGFM, CPA, Chief Accountant, U.S. Government Accountability Office
James Merrill, Executive Director, Ernst & Young LLP
Moderator: Anna D. Gowans Miller, MBA, CPA, Director of Research, AGA

The issuance and use of SAS 70 reports on controls at service organizations are an important component of government audits. The U.S. SAS 70 auditing standards are about to change to an attestation standard. A similar new standard is being developed internationally. Learn what you need to know to prepare for the change.

FOS: SKA
Audience: All

4:10 – 5:20 p.m.
M124: Working Together for Accountability and Transparency: The Recovery Act and the Role of State and Federal Auditors
Marriott: Studios 8 – 10

Marcia B. Buchanan, CGFM, CPA, Assistant Director, U.S. Government Accountability Office
Marion M. Higa, State Auditor, State of Hawaii; Co-Chair, PDC 2009 Technical Committee
Richard L. Skinner, Inspector General, Office of the Inspector General, U.S. Department of Homeland Security
Moderator: TBD

How can government accountability professionals at the federal and state level work together to effectively improve program performance and accountability?

FOS: ACCG
Audience: All

4:10 – 5:20 p.m.
M125: Marrying Cost and Performance: Performance-Based Reporting
Marriott: Galleries 4 – 6

Steve Feller, Senior Managing Consultant, IBM Global Business Services
Jon C. Lemon, Systems Engineer, SAS
Moderator: Clifton A. Williams, CGFM, CPA, Partner, Grant Thornton

AGA CPAG Research Report No. 20, Performance Based Reporting, outlines a new kind of report, one that matches up cost and performance to provide useful information for decision-making. Hear about the research challenges and how performance-based reporting can revolutionize federal reporting.

FOS: MAS
Audience: Federal

5:30 – 6:30 p.m.
Monday Mixer Reception
Marriott: Grand Ballroom

Join us for an informal happy hour in the Exhibit Hall. This is another opportunity to relax, have a drink or a light snack, and mingle with other PDC attendees.

7 – 10 p.m.
Mardi Gras Monday Night Soiree
Steamboat Natchez
Toulouse Street & the River in the French Quarter

Sponsored by Ernst & Young, Grant Thornton, IBM and MasterCard

Get in the spirit as we march in our very own Mardi Gras parade for a night of food, drinks and plenty of fun. Kick up your heels and enjoy dancing to New Orleans’ own Rockin' Dopsie Jr. & The Zydeco Twisters, or simply enjoy the relaxed, casual atmosphere to network with colleagues and friends. Savor the beauty and romance of New Orleans from the decks of the Steamboat Natchez. The Steamboat Natchez is the only authentic steamboat in New Orleans and one of six still operating on the Mississippi River. This party is packed with excitement and a good time is guaranteed to be had by all.