Saturday & Sunday | Monday | Wednesday & Thursday

Tuesday, June 23

6:30 a.m. – 4 p.m.
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!

11 a.m. – Noon
AGA Financial Management Standards Board Meeting*
Marriott: Mardi Gras Salons A-C

Members of AGA’s Financial Management Standards Board seldom get a chance to meet face-to-face and talk about issues important to the profession. This meeting is your chance to get to know other members and learn more about the board’s role in influencing accounting and auditing standards in the public sector, both in the United States and internationally. Any conference attendee who is interested in the board’s work is invited.

10:50 a.m. – Noon
T104: Meeting Your Organization’s Information Needs Through Data Warehousing and Business Intelligence
Marriott: Balconies L – N

Russell S. Follin, CPA, Chief, Product Development Internal Systems Branch, Administrative Office of the U.S. Courts
John Lalley, Financial Technology Branch Chief, Administrative Office of the U.S. Courts
Brian Reeves, PMP, Director, Business Intelligence, Delta Solutions & Technologies, Inc.
Moderator: Philip L. McKinney, CGFM, Chief of the Accounting and Financial Systems Division, Administrative Office of the U.S. Courts

This session provides a discussion and review of proven practices and techniques for using data warehousing and business intelligence to meet your organization’s information needs. Hear about the challenges and obstacles faced by the panelists in extracting, understanding and reporting on data from their financial systems. Additionally, learn how you can leverage data warehousing and business intelligence tools to turn your data into valuable “information” for your organization’s analysts, accountants and executives.

FOS: CS
Audience: Federal

10:50 a.m. – Noon
T105: International Public Sector Accounting Standards Board (IPSASB) Update
Marriott: Mardi Gras Salon E

David R. Bean, CPA, Member, Governmental Accounting Standards Board, International Public Sector Accounting Standards Board
Robert F. Dacey, JD, CGFM, CPA, Chief Accountant, U.S. Government Accountability Office
Moderator: Richard L. Fair, CGFM, CPA, Director, Rutgers University

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

FOS: ACCG
Audience: All

10:50 a.m. – Noon
T107: A Risk-Based Approach to A-123: Changing the Way CFOs Deal with Internal Controls Across their Departments
Marriott: Mardi Gras Salon D

Scot Janssen, CPA, Partner, KPMG LLP
Donald G. McCrory, CGFM, Principal, PricewaterhouseCoopers LLP
James L. Taylor, Deputy Inspector General, 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: Riley Shaull, CGFM, CPA, Chief Financial Officer, Office of State Finance

Many federal CFOs are driving A-123 toward planning for assessments based mainly on risks and the mitigation and understanding of risks beyond financial statements and materiality. What are some of the ways federal CFOs are using a risk-based approach to assessing internal controls for A-123 for programs and operations, and how are they benefiting from this approach?

FOS: AUDG
Audience: All

10:50 a.m. – Noon
T108: Accountability and Transparency in Government—FFATA, EESA/TARP, and ARRA Requirements and Private Sector Perspectives
Marriott: Gallery 3

Thomas N. Cooley, Chief Financial Officer, National Science Foundation
David S. Ehrlich, CISA, Audit Analyst, Thomson Reuters
Hagen F. Feuchter, Senior Industry Consultant Risk Management and Financial Services, Teradata Government Systems, LLC
Moderator: Tim Spadafore, Vice President, Integrated Business Consulting

A discussion of the impact of the FFATA PL 109-282 and EESA TARP PL 110-343 legislation will have on accountability and transparency relating to financial reporting for the federal, state and local governments, and the private sector.

FOS: ACC
Audience: All

10:50 a.m. – Noon
T109: Data Standardization the Benefits and Challenges of Establishing Enterprise-wide Standards in the Federal Government
Marriott: Studios 8 – 10

Willard (Buz) W. Sawyer, Deputy Staff Director, Process Management, Compliance & Audit, Defense Logistics Agency
Karen R. McBride, Senior Policy Analyst, Office of Federal Financial Management, U.S. Office of Management and Budget
Radha C. Sekar, MBA, Assistant Deputy Under Secretary of Defense (FM)—Business Integration Office, U.S. Department of Defense
Moderator: Asif A. Khan, CGFM, CPA, CISA, FCCA, Director, Financial Management and Assurance, U.S. Government Accountability Office

This session highlights two of the most ambitious financial management data standardization efforts in the federal government: The Department of Defense’s Standard Financial Information Structure (SFIS) and the Financial Management Line of Business Common Government-wide Accounting Classification (CGAC) Structure. Both of these efforts establish standard methods for classifying the financial effects of government business activities. This session highlights the benefits and challenges of establishing enterprise-wide standards in government. Hear about implementation strategies and some the exciting new changes envisioned for both SFIS and CGAC as the DoD deploys SFIS in business systems managing a half-a-trillion-dollar annual budget, and OMB and FSIO work with federal agencies to eventually implement CGAC in all federal agencies. Noted speakers talk about the development challenges and lessons learned, as well as the implementation approaches and recent success stories of both of these very important government efforts.

FOS: BMO
Audience: All

10:50 a.m. – Noon
T110: Panel–Internet Payment Platform (IPP)
Marriott: Mardi Gras Salons F

Robert Deans, CPA, Supervisory Systems Accountant, Bureau of Engraving and Printing, U.S. Department of the Treasury
Dana J.F. Strecker, Branch Manager, Bureau of Public Debt, Administrative Resources Center, U.S. Department of the Treasury
Louis Vogel, Agency Implementation Team Leader, Federal Reserve Bank of Boston
Moderator: Michelle L. Yanok, Franchise Services Director, Bureau of Public Debt, Administrative Resources Center, U.S. Department of the Treasury

Learn about a web-based information portal for all U.S. government agencies and their suppliers. The IPP supports digital order and invoice file exchange, payment information display and download. It replaces paper-based invoice approval processing with a centralized web-based workflow and provides other processing and inquiry features for both agencies and suppliers. The service is provided by the U.S. Treasury's Financial Management Service (FMS) and is free of charge to federal agencies and their suppliers.

FOS: SKA
Audience: All

10:50 a.m. – Noon
T111: National State Government Benchmark Program: Comparing Performance Across State Governments and What it Means for Financial Management
Marriott: Galleries 4 – 6

Martin J. Benison, CGFM, Comptroller, Commonwealth of Massachusetts
Cille Litchfield, CCP, CPM, Deputy Executive Director, Department of Finance and Administration, State of Mississippi
William Kilmartin, MPA, CGFM, Director, Accenture
Moderator: William A. Morehead, CGFM, CPA, Chair of Accountancy, CIS & Finance, Delta State University; AGA President-Elect and Member, AGA National Executive Committee

The National Association of State Auditors, Comptrollers and Treasurers (NASACT) has offered a performance benchmarking service to its members for the last four years. To date, 15 states have participated. Hear the results of state governments’ performance benchmarking efforts and what it means for the future challenges of state government financial management.

FOS: MAS
Audience: All

Noon – 1:25 p.m.
Luncheon and Awards Ceremony
Sheraton: Napoleon Ballroom

Sponsored by CG

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 CGI. Enjoy!

1:25 – 2:20 p.m.
T112: Leadership Lessons from the Jazz Masters
Sheraton: Napoleon Ballroom

John Edward Hasse, Ph.D., Author, Curator and Music Historian
Moderator: Lisa Casias, CPA, AGA National President-Elect Designate and Member, AGA National Executive Committee

At first glance, jazz might seem an odd place to look for secrets of good leadership. But jazz masters—such as Louis Armstrong, Duke Ellington, Miles Davis, and Ella Fitzgerald—have been among our nation’s most consistently daring, creative and innovative professionals. They thought “outside the box” long before the catch phrase became popular among business professionals. They and their peers mastered the art of creative collaboration long before it became the buzz in corporate boardrooms.

Dr. John Edward Hasse has a background in business and jazz and has led a number of endeavors for the Smithsonian Institution. In this lively and insightful presentation, Dr. Hasse distills the wisdom and triumphs of the jazz masters into 10 powerful lessons, including: Listen closely, find your own sound, nurture great talent, take risks, improvise, remain fresh, innovate, collaborate creatively and jam. Hasse punctuates this visually rich journey with well-chosen audio and film clips, engaging slides and live demonstrations at the piano. He strikes a relevant chord, delivering a fast-paced presentation that is at once intellectually engaging, emotionally resonant and entertaining.

FOS: PD
Audience: All

2:30 – 3:30 p.m.
AGA Corporate Partner Advisory Group (CPAG) Meeting
Marriott: Mardi Gras Salons A-C

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. AGA Executive Director Relmond Van Daniker, DBA, CPA, will provide updates on AGA programs, including various research projects that are under way. This is an excellent opportunity to network with other Corporate Partner representatives and learn how to maximize your organization’s partnership with AGA.

2:30 – 3:30 p.m.
T113: Forget Job Satisfaction! Five Steps to Career Contentment
Marriott: Galleries 4 – 6

Karren Y. Alexander, CGFM, MSAC, Director, Financial Management, U.S. Forest Service, U.S. Department of Agriculture
Moderator: Tim Hurlebaus, Vice President, CGI Federal

Career contentment—is it an oxymoron or a pathway for career fulfillment? Job dissatisfaction and changes in the economy can hinder your ability to navigate your career. Learn how to anticipate, plan and decide on the timing and direction of your job changes by infusing contentment into your career. What you believe determines your potential and what you think determines your outcome.

FOS: HR
Audience: All

2:30 – 3:30 p.m.
T114: A Conversation About the Recovery Act, Challenges and Prospects
Marriott: Mardi Gras Salon D

Owen F. Barwell, Deputy Chief Financial Officer, U.S. Department of Energy
Jeanette M. Franzel, CGFM, CPA, Managing Director, Financial Management and Assurance, U.S. Government Accountability Office; Co-Chair, PDC 2009 Technical Committee
Todd J. Zinser, Inspector General, U.S. Department of Commerce
Moderator: Dennis J. Fischer, CGFM, Business Consultant, AOC Solutions

This session provides key government leaders with an opportunity to discuss their insights into the American Recovery and Reinvestment Act (ARRA) of 2009 and its unprecedented transparency and accountability requirements and impact on government (federal, state and local) financial management. The panelists discuss new challenges brought about by ARRA from different perspectives—panelists include leaders from OMB, GAO and the Recovery Accountability and Transparency Board. Prospects and challenges are identified and discussed.

FOS: SKA
Audience: State & Local

2:30 – 3:30 p.m.
T115: Tracking and Reporting Recovery Act Dollars—Best Practices and Lessons Learned in the Implementation of the American Recovery and Reinvestment Act of 2009
Marriott: Mardi Gras Salon E

Joseph Dailey, Director, Office of Financial Management, Federal Highway Administration, U.S. Department of Transportation
Jay Hoffman, Director, Office of the Chief Financial Officer, Program Analysis and Evaluation, U.S. Department of Energy
Moderator: Marcia K. Paull, CGFM, CPA, Chief Financial Officer, Office of Justice Programs, U.S. Department of Justice

The session explores the use of recovery.gov and how it relates to the capabilities of FMS and OMB’s MAX System and USASpending.gov.

FOS: SKA
Audience: All

2:30 – 3:30 p.m.
T116: Governance, Risk and Compliance or 'GRC'
Marriott: Galleries 1 & 2

Jeffrey C. Thomson, President and Chief Financial Officer, Institute of Management Accountants
Susan Panzer, CPA, CSOXP, CGRC, Global Head of Enterprise Risk and Internal Audit, Computershare
Moderator: Denise Rabun, CGFM, CPA, Partner, IBM Global Business Services

Governance, risk and compliance or "GRC" is the term that reflects a new way in which organizations can adopt an integrated approach to these three areas. It defines how they run, improve and document their activities, how they recognize and manage risks and how they act to comply with certain standards, laws or methodologies. Integrated GRC solutions enable organizations with their ongoing efforts to strengthen their internal controls and achieve efficiencies.

FOS: MAS
Audience: All

2:30 – 3:30 p.m.
T117: AGA Emerging Issues Committee Forum
Marriott: Gallery 3

Jennifer Main, CGFM, CPA, Chief Financial Officer, Office of Financial Stabilization, U.S. Department of the Treasury
Robert Tuccillo, Associate Administrator of Budget and Policy, Chief Financial Officer, Federal Transit Administration, U.S. Department of Transportation
Moderator: David M. Zavada, CPA, Partner, Kearney & Company, P.C.

AGA's Emerging Issues Committee is charged with identifying and developing emerging issues within the federal, state and local government financial management community, including risk management, internal control and oversight issues related to TARP and the Recovery Act.

FOS: BMO
Audience: All

2:30 – 3:30 p.m.
T118: What Accountants Need to Know About the Budget
Marriott: Balconies L – N

Robert J. Henke, Former Chief Financial Officer, U.S. Department of Veterans Affairs
Wesley C. Miller, Director, Resource Management, U.S. Army Corps of Engineers
Jerome Vaiana, Deputy Assistant Chief Financial Officer, Financial Management Division, U.S. Department of Housing and Urban Development
Moderator: David Norquist, Partner, Kearney & Company, P.C.

Panelists discuss the budget formulation and execution process, and touch upon integration opportunities between budgeting and financial management.

FOS: ACCG
Audience: Federal

2:30 – 3:30 p.m.
T119: The Spiraling Cost of Retirement and the Financial Market Crisis—the Impact on State and Local Governments and the PBGC
Marriott: Mardi Gras Salons F

Barbara D. Bovbjerg, Director, Education, Workforce and Income Security Issues, U.S. Government Accountability Office
Moderator: Gwendolyn Sykes, MPA, CGFM, Vice President and Chief Financial Officer, Morehouse College; Member, AGA National Executive Committee

With more and more businesses unable to meet their obligations to retirees, how are governmental entities coping with meeting their obligations? The trend toward defined contribution plans means the market decline has significant implications for retirement and government support of retirees.

FOS: ECO
Audience: Federal

2:30 – 3:30 p.m.
T120: Managing Large-Scale Change in Government Performance
Marriott: Studios 8 – 10

Adam Hughes, Director of Federal Fiscal Policy, OMB Watch
Greg Parston, Director of the Accenture Institute for Public Service Value, Accenture
Moderator: Michele Colins, Director, The Public Performance Measurement and Reporting Network, School of Public Affairs and Administration, Rutgers University - Newark

This session provides details from a recent report about improving government performance measurement. The information was generated and developed by a diverse group of policy experts, academics, government officials and outside stakeholders. It identifies areas of consensus, areas of disagreement and what should be the top priorities of the Obama administration in terms of performance measurement.

FOS: BMO
Audience: All

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

Perk up your afternoon with a cup of coffee, tea or soda in the Exhibit Hall, while networking 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.

4:10 – 5:15 p.m.
T121: Managing Risk in Uncertain Times
Marriott: Balconies L – N

Al Runnels, Deputy Chief Financial Officer, U.S. Department of Treasury
The Honorable Douglas W. Webster, DBA, CGFM, Deputy Director, Business Transformation Agency, U.S. Department of Defense
Moderator: Martin J. Rajk, Deputy Assistant Commandant for Resources/Deputy Chief Financial Officer, U.S. Coast Guard, U.S. Department of Homeland Security

Learn how to plan for an effective work force and provide key demographic data on demand while managing people, placement and career succession.

FOS: MAS
Audience: All

4:10 – 5:15 p.m.
T122: Next Steps in Accountability and Control Over Recovery Act Funds
Marriott: Mardi Gras Salon D

Daniel Blair, CPA, Principal Deputy Assistant Inspector General for Defense Business Operations, Office of the Inspector General, U.S. Department of Defense
Melinda Morgan, Director, Office of Finance, U.S. Department of Justice
Daniel I. Werfel, Deputy Controller, Office of Federal Financial Management, U.S. Office of Management and Budget
Moderator: David M. Zavada, CPA, Partner, Kearney & Company, P.C.

As funds are allocated to economic stimulus activities, this session focuses on the next steps necessary to ensure transparency, accountability, control and ongoing oversight of Recovery Act spending.

FOS: ACCG
Audience: All

4:10 – 5:15 p.m.
T123: Transforming Spreadsheets to an Enterprise Budgeting and Strategy Management Solution: NIH Experience
Marriott: Gallery 3

John J. McGowan, Deputy Director for Science Management, National Institute of Allergy and Infectious Diseases, National Institutes of Health
Alexander Rosenthal, Deputy Chief Information Officer, National Institute of Allergy and Infectious Diseases, National Institutes of Health
Moderator: Kenneth Fang, Chairman, Altum, Inc.

The National Institute of Allergy and Infectious Diseases (NIAID) conducts and supports basic and applied research to better understand, treat and ultimately prevent infectious, immunologic and allergic diseases for millions of people in the United States and around the world. The NIAID Office of Strategic Planning and Financial Management (OSPFM) implemented enterprise-wide spreadsheet management software to improve and transform the systems and processes used for developing mission plans, budgets and strategic objectives. Join Dr. John J. McGowan and Alex Rosenthal to learn about the challenges associated with implementing an enterprise budgeting and strategy management solution.

FOS: SKA
Audience: All

4:10 – 5:15 p.m.
T124: Sharing Thoughts and Ideas Between Canada and the U.S.
Marriott: Galleries 1 & 2

Owen F. Barwell, Deputy Chief Financial Officer, U.S. Department of Energy
Lisa Fiely, CPA, PMP, Deputy Chief Financial Officer, U.S. Department of Labor
Christine L. Walker, BA, CMA, Chief Financial Officer, Canadian International Development Agency
Moderator: Kevin J. Lindsey, CMA, Chief Financial Officer, Canada Department of Industry

It’s easy to say we’re in a global economy—many in the commercial sector demonstrate this every day. Most government entities, however, are just beginning to demonstrate this global mindset. This panel discussion continues to “knock down the wall” between Canada and the U.S. to encourage knowledge-sharing and problem-solving. Hear why we can and must take intergovernmental accountability and cooperation to the next level. The group shares best practices and consideration for the two governments to work together.

FOS: ECO
Audience: All

4:10 – 5:15 p.m.
T125: Are Transparency and Accountability Built Into Federal Stimulus Programs?
Marriott: Mardi Gras Salon E

Richard L. Skinner, Inspector General, Office of Inspector General, U.S. Department of Homeland Security
Thomas N. Cooley, MS, Chief Financial Officer and Director, Office of the Budget, Finance and Award Management, National Science Foundation
Moderator: Timothy Young, Senior Manager, Deloitte

Transparency breeds clarity... clarity breeds accountability… and accountability breeds results. From identifying recipients of federal spending in contracts and grants to tracking results from the economic stimulus package, government is exposing more information on how taxpayer dollars are spent. This panel discusses the benefits, limitations and potential for improved transparency and accountability in the public sector, and how it relates to the trillion-dollar federal stimulus program.

FOS: AUDG
Audience: All

4:10 – 5:15 p.m.
T126: Implementing an ERM Approach That Works: The DOI Experience
Marriott: Studios 8 – 10

Daniel L. Fletcher, CPA, Deputy Chief Financial Officer, U.S. Department of the Interior
Moderator: Ronald L. Cox, CGFM, Chief of Staff, Defense Finance and Accounting Service; Member, AGA National Executive Committee

An effective ERM program improves efficiency and effectiveness throughout an entity. It is a continuous process embedded in the core of an agency’s operations, whereby strategic and budgetary decisions are considered in light of risk. In other words, ERM is an approach that allows management to identify risks and determine if efforts to mitigate those risks are worth the cost. The practical aspects of implementing ERM yield some important lessons and provide insights for successful methods for implementing an ERM approach.

FOS: FIN
Audience: All

4:10 – 5:15 p.m.
T127: DFAS/BAM and Millions Saved in Improper Payments Using Technology
Marriott: Galleries 4 – 6

Donna Davis, Program Manager, Business Activity Monitoring, Defense Finance and Accounting Service
Martha J. Smith, Director, Defense Finance and Accounting Service
Antoinette Vitello, Staff Accountant, Defense Finance and Accounting Service
Moderator: Aubrey Vaughan, Managing Director, Oversight Systems, Inc.

During this session DFAS presents the results and findings of the BAM Oversight Systems improper payments program. DFAS helps agencies better understand the approach they took in deploying this solution and the tens of millions of dollars they have uncovered.

FOS: SKA
Audience: All

4:10 – 5:15 p.m.
T128: Managerial Cost Accounting: Its Time has Come
Marriott: Mardi Gras Salons F

Jay Hurt, CGFM, Chief Financial Officer, Federal Student Aid, U.S. Department of Education
Anna D. Gowans Miller, MBA, CPA, Director of Research, AGA
Gene Park, MBA, Program Analyst, Minerals Management Service, Policy and Management Improvements, U.S. Department of the Interior
Moderator: John L. Roland Jr., CGFM, PMP, Assistant Vice President, The MIL Corporation

This AGA CPAG Research Session describes a research project on success stories in federal agencies that have implemented managerial cost accounting.

FOS: ACC
Audience: All

5:30 – 6:30 p.m.
AGA International Roundtable*
Marriott: Mardi Gras Salons A-C

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 will be able to 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.

Saturday & Sunday | Monday | Wednesday & Thursday Tuesday, June 23

Saturday & Sunday | Monday | Wednesday & Thursday

Tuesday, June 23