Sunday I Tuesday I Wednesday

Monday, July 12

6:30 a.m. – 4 p.m.
Registration Desk Open
Location: Crystal Ballroom – Salons P & Q

7 a.m. – 4 p.m.
Exhibit Hall Open
Location: Sago, Sabal & Royal

7 – 8 a.m.
Breakfast with Exhibitors
Location: Sago, Sabal & Royal
Sponsored by IBM

The perfect way to start the day! Join us for breakfast in the Exhibit Hall. You’ll have the chance for some early networking while visiting your private sector partners and friends. Today’s breakfast is sponsored by IBM Global Business Services. Enjoy!

8 – 10 a.m.
AGA Financial Management Standards Board (FMSB) Meeting
Location: Miami

Members of AGA’s FMSB seldom get a chance to meet in person to talk about issues important to the profession. This meeting is your chance to get to know the members and learn more about the board’s role in influencing accounting and auditing standards in the public sector. This year, Governmental Accounting Standards Board members are attending in a joint meeting. Any conference attendee who is interested in the board’s work is invited to observe the meeting.

8 – 8:45 a.m.
Opening Ceremony
Location: Cypress Ballroom – Salons 1 & 2

Welcome to Orlando! This is the official kickoff of the PDC. The Opening Ceremony is filled with Southern hospitality and magical performances that are guaranteed to entertain and inspire. The event includes a presentation of the colors, singing of the National Anthem, special entertainment, and a bright and sunny welcome.

The colors are presented by the University of Central Florida—SR ROTC, and the National Anthem is sung by Stacey Bradbury. Musical entertainment is provided by the Troupe du Cirque.

8:45 – 9:45 a.m.
M100: Anticipating and Meeting Accountability Challenges in a Dynamic Environment
Location: Cypress Ballroom – Salons 1 & 2

Gene L. Dodaro, CGFM, Acting Comptroller General, U.S. Government Accountability Office
Moderator: Relmond P. Van Daniker, DBA, CPA, Executive Director, AGA

The Acting Comptroller General of the United States discusses current developments in carrying out the U.S. Government Accountability Office’s mission to help improve the way the federal government works and keep policymakers up to date on major management challenges and issues. This includes new GAO responsibilities to ensuring accountability and transparency regarding implementation of the 2009 American Reinvestment and Recovery Act and the Troubled Asset Relief Program, which were intended to cope with the recent serious recession and stabilize financial markets.
FOS: ACCG
Audience: All

9 a.m. – Noon
AGA Partnership for Intergovernmental Management and Accountability—Steering Committee
Location: New York

9 a.m. – Noon
AGA Governance Committee Meeting
Location: New Orleans

9:45 – 10:30 a.m.
Coffee Break with Exhibitors
Location: Sago, Sabal & Royal
Sponsored by Clifton Gunderson

Give yourself a mid-morning boost to help you get 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: The Future of Financial Reporting in Government
Location: Crystal Ballroom – Salons M & N

David R. Bean, CPA, Director of Research and Technical Activities, Governmental Accounting Standards Board
Wendy M. Payne, CGFM, CPA, Executive Director, Federal Accounting Standards Advisory Board
Moderator: Doris A. Chew, CGFM, CPA, Senior Financial Manager, U.S. General Services Administration

Accountability and transparency is what the public wants, but can the public sector provide information that is understandable and useful for the average American? Find out how financial reporting will evolve to accommodate better information in a timely manner.
FOS: ACCG
Audience: All

10:30 – 11:45 a.m.
M102: The CFO Act of 1990: 20-Year Retrospective and Look to the Future
Location: Crystal Ballroom – Salons C & D

Gene L. Dodaro, CGFM, Acting Comptroller General, U.S. Government Accountability Office
Daniel I. Werfel, JD, MBA, Controller, Office of Federal Financial Management, U.S. Office of Management and Budget
Moderator: Relmond P. Van Daniker, DBA, CPA, Executive Director, AGA

Federal CFOs have a lot to celebrate as they approach the 20th anniversary of the CFO Act. It is important to take time to reflect on the achievements and the challenges ahead as the journey continues. This session reflects on the goals of the legislation and how far we have come. Most important, it addresses what remains to be accomplished and the way forward in an environment of ever-growing fiscal challenges and a new world of open government and greatly increased accountability and transparency.
FOS: BMO
Audience: All

10:30 – 11:45 a.m.
M103: BAM and Millions Saved in Improper Payments Using Technology
Location: Canary Ballroom – Salons 1 & 2

Pam Franceschi, Deputy Director, Columbus Branch, Defense Finance and Accounting Service, U.S. Department of Defense
Kathleen Noe, Director, Enterprise Management Services, Defense Finance and Accounting Service, U.S. Department of Defense
Moderator: Aubrey Vaughan, Managing Director, Oversight Systems, Inc.

The U.S. Department of Defense has deployed an “out of the box” software solution that has automated the vendor payment and funds balance data to complement the U.S. Department of the Treasury's process. The program, called BAM, has allowed the Defense Finance and Accounting Service to identify more than $500 million of potential improper payments in less than a year. This session gives participants and agencies a better idea of options available to solve complex business process issues.
FOS: FIN
Audience: State & Local

10:30 – 11:45 a.m.
M104: The Multi-Sector Work Force—Communications and Diversity Best Practices
Location: Crystal Ballroom – Salons A & B

Daphne Y. Jefferson, MPA, Administrator, Office of Financial and Administrative Management, Employment and Tracking Administration, U.S. Department of Labor
Ronald G. Ketter, Ph.D., Assistant Director, Strategic Planning, Budget, and Accountability, U.S. Department of Agriculture
Bobby J. Watkins, Chief of Staff, Johnson Space Center, National Aeronautics and Space Administration
Moderator: Wendy Morton-Huddleston, CGFM, PMP, Director, Grant Thornton LLP Global Public Sector

This session discusses a work force analysis model and the great strides that agencies have made in cultivating a diverse and multi-sector work force of federal and contractor personnel.
FOS: HR
Audience: All

10:30 – 11:45 a.m.
M105: Moving Business Systems to Hosted Environments Can be Worth the Effort
Location: Crystal Ballroom – Salon K & L

Aaron Erickson, Former Director of Shared Services, State of Ohio
Laurie A. Park, Director, Office of Financial Management, U.S. Department of Transportation
Moderator: J.D. Williams, JD, MPA, CGFM, Vice President, State & Local Government Applications, Oracle Corporation

Hear from various government officials who have moved some or all of their in-house business systems to hosted (private sector or public sector) environments. Presenters share their lessons learned, and where applicable, talk about the benefits they have derived.
FOS: SKA
Audience: State & Local

11:45 a.m. – 1:10 p.m.
Luncheon and Awards Ceremony
Location: Cypress Ballroom – Salons 1 & 2
Sponsored by PwC

Join us for lunch and the opportunity to network with colleagues and friends. This event also 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!

1:10 p.m. – 2:10 p.m.
M106: Ahead of the Game: The Seven Keys to Leadership in the 21st Century
Location: Cypress Ballroom – Salons 1 & 2

Pat Williams, Author and Senior Vice President of the Orlando Magic Moderator: Richard O. Bunce Jr., CGFM, Executive Director, Virginia Commonwealth University; AGA National President-Elect Designate and Member, AGA National Executive Committee

Pat Williams is co-founder of the NBA’s Orlando Magic and the team’s current senior vice president. Williams is also considered by many to be one of America’s leading motivational speakers. He has written numerous books, including the How to Be Like series, and his newest, Extreme Dreams Depend on Team.

Hear practical and proven techniques for immediately increasing your productivity in a leadership capacity. In this thought-provoking speech, Williams details the seven keys to leadership and teaches you how to be a more effective leader. Learn how to create a personal strategy, communicate effectively with your employees and make profitable decisions.

Pat Williams explores the strength required to rise above the ups and downs of life with his always-jovial and light-hearted demeanor. An enthusiastic storyteller, he has gathered tales of his leadership experiences in sports, and draws on the lessons he's learned as a father (of 19 biological and adopted children) to keep you amused and inspired to be leaders and successful people.
FOS: PD
Audience: All

2:20 – 3:30 p.m.
M107: The Effect of the Economy on State and Local Governments
Location: Crystal Ballroom – Salons A & B

Sam M. McCall, Ph.D., CGFM, CPA, CIA, CGAP, City Auditor, City of Tallahassee, FL; AGA Past National President
D. Clark Partridge, CGFM, State Comptroller, Administration Department, State of Arizona
John J. Radford, CGFM, CIA, CFE, State Comptroller, State of Oregon; Member, AGA National Executive Committee
Moderator: Lealan Miller, CGFM, CPA, Partner, Eide Bailly LLP

This session addresses the effects of the recession on state and local entities, and how they are dealing with the decrease in revenues for their respective government.
FOS: FIN
Audience: All

2:20 – 3:30 p.m.
M108: Customer Service Delivery
Location: Crystal Ballroom – Salons C & D

Theresa A. McKay, CGFM, CPA, Director, Defense Finance and Accounting Service, U.S. Department of Defense
Thomas J. Pamperin, MBA, Associate Deputy Under Secretary for Policy & Programs, Veterans Benefits Administration, U.S. Department of Veterans Affairs
Moderator: Ronald L. Cox, CGFM, Chief of Staff, Strategic Business Management, Defense Finance and Accounting Service, U.S. Department of Defense

Join the discussion of current customer service initiatives undertaken by the Defense Finance and Accounting Service to improve customer service delivery to the more than 800,000 customers they support. The discussion includes updated systems, improved call centers, use of metrics and expanding the use of customer satisfaction surveys to measure results.
FOS: MAS
Audience: All

2:20 – 3:30 p.m.
M109: The ABCs of the FBI—What is the Cost to Train a Special Agent?
Location: Crystal Ballroom – Salon H

Richard L. Haley II, MPA, Assistant Director/Chief Financial Officer, Federal Bureau of Investigation, U.S. Department of Justice
Moderator: Richard Garrison, Vice Chancellor, Veterans Affairs Acquisition Academy, U.S. Department of Veterans Affairs

Can you guess how much it costs to feed a new special agent candidate during the 20-week training program in Quantico, VA? FBI’s Chief Financial Officer Richard Haley will explore how activity-based costing (ABC) is improving the FBI’s financial and program management from its training to criminal justice services. Haley discusses how ABC helps an organization evaluate its cost drivers, assess direct and indirect costs and improve accountability. He also covers the challenges of using ABC within the federal government structure
FOS: SKA
Audience: All

**AGA Research Session**
2:20 – 3:30 p.m.
M110: Creating an Interactive Single Audit Database
Location: Crystal Ballroom – Salon K & L

Sheila O. Conley, CGFM, CPA, Deputy Assistant Secretary/Deputy Chief Financial Officer, U.S. Department of Health and Human Services; Co-Chair, PDC 2010 Technical Committee
Joseph L. Kull, CGFM, CPA, Director, PricewaterhouseCoopers LLP; AGA National Treasurer-Elect Designate and Member, AGA National Executive Committee
George D. Strudgeon, CPA, Audit Director, Auditor of Public Accounts, Commonwealth of Virginia
Moderator: Joseph L. Kull, CGFM, CPA

This research project has resulted in a prototype searchable database of single audit reports using an XML approach. This session provides descriptions of the research, how the database works and next steps.
FOS: AUDG
Audience: State & Local

2:20 – 3:30 p.m.
M111: U.S. Treasury’s Internet Payment Platform: Reducing Costs by Streamlining Interactions With Your Suppliers
Location: Crystal Ballroom – Salons M & N

Robert Deans, CPA, Supervisory Systems Accountant, U.S. Bureau of Engraving and Printing
Paul Lionikis, Strategic Agency Relations Director, Federal Reserve Bank of Boston
Sheila D. Wilson, Accountant, Administrative Resource Center/Bureau of the Public Debt, U.S. Department of the Treasury
Moderator: Paul Lionikis

The Internet Payment Platform (IPP) is a free service offered by the U.S. Department of the Treasury to help federal agencies reduce their costs and improve efficiencies. It is a web-based portal for agencies and suppliers to exchange purchase orders, invoices and payment information, and it provides an agency with invoice approval workflow. Benefits of IPP to an agency include a significant reduction in paper processing, invoice exceptions and supplier phone calls, and improvement in the agency's adherence to the Prompt Pay Act. In this session, we first give an overview of IPP and future directions of the program. Then you’ll hear from some of the agencies using IPP today. Topics include their rationale for deploying IPP, benefits, implementation experiences and insights into their transition from manual to automated processing.
FOS: BMO
Audience: All

2:20 – 3:30 p.m.
M112: Meeting the Challenge of the Open Government Directive—Creating a More Open Government
Location: Canary Ballroom – Salons 1 & 2

This session focuses on the potential that this initiative affords for greater transparency and accountability for federal government programs and the implications for and challenges facing the financial management community.
FOS: BMO
Audience: All

2:20 – 3:30 p.m.
M113: Is Your Work Force Ready to Meet Enhanced Performance and Accountability Requirements?
Location: Canary Ballroom – Salons 3 & 4

Kathy A. Hill, Director, Risk and Internal Controls, Federal Emergency Management Agency, U.S. Department of Homeland Security
Allison W. Ritman, CGFM, CPA, Managing Director of Financial Reporting and Controls, Federal Aviation Administration, U.S. Department of Transportation
Moderator: Ira Goldstein, National Director, Federal Government Services, Deloitte.

To survive in an era of increased competition for federal funding and to meet taxpayer expectations for improved performance efficiency and effectiveness, agencies need to develop a skilled work force. This session addresses how you can effectively engage your work force and build a direct line-of-sight from individual performance plans to agency priorities. Hear options for giving employees ownership of their performance and embracing new accountability standards. By moving from a focus on transactional skills to a focus on strategic knowledge, career-based training programs can mobilize the work force to support performance and accountability requirements, and enable financial organizations to enhance impact and their contribution to the achievement of agency mission.

The panelists also address the administration’s Performance Management Initiative. A copy of the June 25 OMB Memorandum on Performance Improvement Guidance: Management Responsibilities and Government Performance and Results Act document from Shelley Metzenbaum, OMB associate director for Performance and Personnel Management will be made available at the session.
FOS: HR
Audience: Federal

2:20 – 3:30 p.m.
M114: Transforming Government-wide Financial Operations
Location: Grand Ballroom – Salons 9-11

Douglas A. Glenn, CPA, CMA, Director, Financial Management Division, National Aeronautics and Space Administration
Adam H. Goldberg, MPA, Director, Office of Financial Innovation and Transformation, U.S. Department of the Treasury
Mark A. Reger, CGFM, CPA, Deputy Assistant Secretary, Accounting Policy, Office of the Fiscal Secretary, Domestic Finance, U.S. Department of the Treasury
Moderator: Sherry L. Weir, MSC, PMP, Partner, Kearney & Company, P.C.

This session focuses on concepts and initiatives under way to standardize, streamline, centralize and simplify government-wide financial management and accounting operations.
FOS: ACCG
Audience: All

2:20 – 3:30 p.m.
M115: Improving Communications to Citizens on Financial and Performance Information
Location: Grand Ballroom – Salons 12-14

Eveanna Barry, MS, Director of Performance Reporting, AGA
Gregory P. Bitz, CGFM, CPA, CDFM, Special Assistant to the Deputy Assistant Secretary Financial Manager and Comptroller, U.S. Navy, U.S. Department of Defense
Moderator: Mark Howard, Management Consulting Lead, Finance & Administration, State/Local Government & Education, Accenture LLC

Governments at all levels have been facing increasing pressure to make information on financial condition and performance results from the programs they are managing more easily available. The American Recovery and Reinvestment Act (ARRA) has only made such pressures stronger as governments have started putting out quarterly reports on details of expenses. Given that the “genie is out of the bottle,” citizen expectations of access to such information is likely to only increase after ARRA programs are completed. This presentation reviews the state of the art among governments reporting on both financial condition and performance management. We also provide an update on efforts AGA is undertaking to develop models for improved reporting, including Service Efforts and Accomplishments and improved financial reporting.
FOS: COM
Audience: Federal

3:30 – 4:10 p.m.
Coffee Break with Exhibitors
Location: Sago, Sabal & Royal
Sponsored by CACI

Perk up your afternoon with a cup of coffee, tea or soda in the Exhibit Hall, while networking with colleagues and friends, compliments of CACI. Enjoy!

4:10 – 5:15 p.m.
M116: Standardizing and Improving Interagency Agreements
Location: Crystal Ballroom – Salons A & B

Kim Farington, CPA, Senior Policy Analyst, U.S. Office of Management and Budget
Robin Gilliam, CPA, PMP, GWA Systems and Standards Integrator, U.S. Department of the Treasury
Shirl A. Ruffin, CGFM, Deputy Chief Financial Officer, National Science Foundation
Moderator: Kim Farington, CPA

OMB and Treasury have developed a standard Inter-Agency Agreement (IAA) form for use across the federal government. During this session, use of this IAA standard form and the implementation strategy is discussed. The National Science Foundation, which is currently piloting the IAA, shares best practices and lessons learned from this pilot.
FOS: SKA
Audience: All

4:10 – 5:15 p.m.
M117: Yellow Book Update
Location: Crystal Ballroom – Salons C & D

Marcia B. Buchanan, CGFM, CPA, Assistant Director for Auditing Standards, U.S. Government Accountability Office
James R. Dalkin, CGFM, CPA, Director, Financial Management and Assurance, U.S. Government Accountability Office
Moderator: Sam M. McCall, Ph.D., CGFM, CPA, CIA, CGAP, City Auditor, City of Tallahassee, FL; AGA Past National President

This session addresses expected changes to government auditing standards.
FOS: AUDG
Audience: Federal

4:10 – 5:15 p.m.
M118: Human Capital: Preparing for the Retirement Exodus
Location: Crystal Ballroom – Salon H

Toni Dawsey, Assistant Administrator, Office of Human Capital Management, National Aeronautics and Space Administration
Moderator: Terry L. Bowie, CGFM, CPA, Deputy Chief Financial Officer, National Aeronautics and Space Administration

This session discusses succession planning, demographics across federal, state and local government, preparedness for managing the retirement bubble and the impact to the financial management community.
FOS: HR
Audience: All

4:10 – 5:15 p.m.
M119: Cyber Security—The Economics of Becoming More Secure in the Federal Government
Location: Crystal Ballroom – Salon K & L

Kevin T. Deeley, Deputy Chief Information Officer, U.S. Department of Justice
Melinda B. Morgan, Director, Finance Staff, U.S. Department of Justice
Jeffrey Troy, Deputy Assistant Director, Cyber Division, Federal Bureau of Investigation, U.S. Department of Justice
Moderator: Ronald Ritchey, Ph.D., Principal, Booz Allen Hamilton

In today’s environment, the importance of security and the security of data and information systems and networks is increasing at an exponential rate. Chief information officers and chief financial officers are challenged to find the cost effective balance for security. The panel discusses the incremental costs of cyber security, various types of solutions available to address different levels of security, and how CIOs and CFOs are challenged with meeting the increasing demand for security within their IT organizations while resources are limited and/or diminishing.
FOS: CS
Audience: All

4:10 – 5:15 p.m.
M120: Progress at FEMA: Breaking Down the Barriers Between Program and Finance
Location: Crystal Ballroom – Salons M & N

Norman S. Dong, Chief Financial Officer, Federal Emergency Management Agency, U.S. Department of Homeland Security
Gregory L. Teets, Director for Financial Management, Office of the Chief Financial Officer, Federal Emergency Management Agency, U.S. Department of Homeland Security
Stephen T. White, Director, Property Management Division, Logistics Management Directorate, Federal Emergency Management Agency, U.S. Department of Homeland Security
Moderator: Wendy M. Morris, CPA, CISA, Director, PricewaterhouseCoopers LLP

This session discusses the progress that FEMA has made in improving the communications and cooperation between the program offices and the Office of the Chief Financial Officer. These improvements are evident at varying levels in the organization, from an internal control board that facilitates communication and cooperation between senior leaders across the agency to the progress in removing disclaimer conditions and downgrading material weaknesses. These achievements were possible by program and CFO staff working together.
FOS: BMO
Audience: All

4:10 – 5:15 p.m.
M121: Audit Oversight for Administering Federal Funds and Reducing Fraud, Waste and Abuse
Location: Canary Ballroom – Salons 1 & 2

William K. Garay, CGFM, CPA, Assistant Inspector General, Audits, Federal Communications Commission
Moderator: Marcus Melton, CGFM, CIA, Senior Manger, Reznick Group, P.C.

The Federal Communications Commission (FCC) is an independent U.S. government agency established by the Communication Act of 1934 and is charged with regulating interstate and international communication by wire, radio, television, satellite and cable. The FCC’s jurisdiction covers all 50 states, the District of Columbia and U.S. possessions. This session looks at the Office of Inspector General’s (OIG) responsibilities for auditing and investigating FCC operations and external service programs. The OIG is currently committing a large part of its resources to two of the FCC’s service programs, the Universal Service Fund program and the Telecommunications Relay Service program.
FOS: AUDG
Audience: All

4:10 – 5:15 p.m.
M122: Implementing Cost Management in the Federal Environment
Location: Canary Ballroom – Salons 3 & 4

Katherine M. Palmer, Associate Deputy Assistant Secretary, Office of Financial Policy, U.S. Department of Veterans Affairs
Mark Strong, Associate Chief Financial Officer, Office of Decision Support, Veterans Health Administration, U.S. Department of Veterans Affairs
Moderator: Linda L. Pena, Associate Deputy Assistant Secretary, Financial Business Operations, U.S. Department of Veterans Affairs

The U.S. Department of Veterans Affairs has undertaken an initiative to distribute timely and reliable cost information to all management levels and incorporate the use of that data in such activities as budget formulation, performance measurement and operational decision-making. This session focuses on how VA is identifying its key cost indicators, developing a mechanism to transmit cost data throughout the agency and incorporating cost factors into its management processes.
FOS: FIN
Audience: All

4:10 – 5:15 p.m.
M123: CFO and CIO Partnerships for Enterprise Solutions
Location: Grand Ballroom – Salons 9-11

Chad Fulgham, Chief Information Officer, Federal Bureau of Investigation, U.S. Department of Justice
Richard L. Haley II, MPA, Assistant Director/Chief Financial Officer, Federal Bureau of Investigation, U.S. Department of Justice
Vance Hitch, Chief Information Officer, U.S. Department of Justice
Jolene Lauria-Sullens, MPA, Deputy Assistant Attorney General/Controller, Justice Management Division, U.S. Department of Justice
Moderator: Angela Carrington, Partner and UFMS Project Executive, IBM Global Business Services – Public Sector

To be successful supporting an enterprise-wide solution for a government agency, the CFO and CIO need to work closely together to develop strategic solutions and address barriers to success. Join us to hear the perspectives from two such partnerships.
FOS: SKA
Audience: Federal

4:10 – 5:15 p.m.
M124: You Don’t Know What You Can’t See: Improved Program Integrity Through Improved Visibility
Location: Grand Ballroom – Salons 12-14

By analyzing the historic and current detail of each transaction, patterns, profiles and trends can be evaluated across multiple dimensions to assist in determining fraudulent or improper behavior. Transactions can be scored for risk of fraud against transaction profiles. This session explores real-world case studies to use fraud and compliance analytics to detect and minimize fraud, waste and abuse to reduce improper payments.
FOS: AUD
Audience:

5:30 – 6:30 p.m.
Monday Mixer Happy Hour
Location: Sago, Sabal & Royal
Sponsored by Lani Eko & Company

Join us for an informal happy hour in the Exhibit Hall. Relax, enjoy light hors d’oeuvres and snacks, have a drink and mingle with other PDC attendees. This is another opportunity to explore exhibits and to network with colleagues and friends.

7 – 10 p.m.
AGA Hard Rock ’n Roll Soiree
Location: Hard Rock® Live
Sponsored by Delta, E&Y, GT and IBM

The night continues and the party starts here! Take a walk on the wild side and party like a rock star at Hard Rock LIVE. Towering columns and majestic archways of the “Coliseum of Rock ’n Roll” give the exterior a classic feel, while inside Orlando's premier concert venue the vibe definitely has Hard Rock's contemporary edge and attitude. Hard Rock LIVE is the perfect place to take center stage among the superstars, legends and icons of rock music. We’ll have plenty of food, fun, dancing and great music from a live band. Enjoy this relaxed, casual atmosphere to network with colleagues and friends.