Agenda/Education Sessions

Information in this program is current as of October 20, 2009. Changes to the agenda received after this date will be listed in the addendum.

Wednesday, November 4
1 – 4 p.m.
W100: Creating a Tool Kit for SEA Reporting
Location: Studio 4 & 5

James R. Fountain Jr., CGFM, CPA, Consultant

Thursday, November 5
7 a.m. – 4 p.m.
Registration Desk Open
Location: Great Room Prefunction

7 – 8 a.m.
Breakfast with Exhibitors
Location: Great Room Prefunction

The perfect way to start the day! Join us for breakfast in the exhibit area. You’ll have the chance for some early networking while visiting your private sector partners and friends. Enjoy!

8 – 8:15 a.m.
Welcome & Opening Remarks
Location: Great Room 1

8:15 – 9 a.m.
T100: Welcome to Washington State: On the Forefront to Managing Services with Performance Measures
Location: Great Room 1

Robin Arnold-Williams, Director, Executive Policy Office, State of Washington

Moderator: William A. Morehead, Ph.D., CGFM, CPA, Chair of Accountancy, CIS & Finance, Delta State University; AGA National President, AGA Past National Treasurer and Member, AGA National Executive Committee

Robin Arnold-Williams opens the conference and brings greetings from Washington Gov. Christine Gregoire. Arnold-Williams, in her role as the governor’s executive policy director, has led Gregoire’s ambitious agenda to reform state government to better serve Washingtonians and provide them with the best value for their tax dollars. She shares some of Washington’s successes and explains what the governor has planned during her second term in office.

FOS: TBA
Audience: All

9 – 9:45 a.m.
T101: Practical Performance Management: Lessons from the Past, Challenges for the Future
Location: Great Room 1

Shelley H. Metzenbaum, Ph.D., Associate Director of Performance and Personnel Management, U.S. Office of Management and Budget

Join Shelley Metzenbaum as she shares her insights about performance management lessons from local, state and federal governments. Reflecting on her vast experience, Metzenbaum reflects on what has been accomplished in the past, problems encountered and the challenges governments must tackle in the future to reap greater value from performance measurement. Challenges? Absolutely! But with practical solutions, governments can improve the way they do business.

FOS: MAS
Audience: All

9:45 – 10:10 a.m.
Coffee Break with Exhibitors
Location: Great Room Prefunction

Sponsored by Weidner

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 Weidner, Inc. Enjoy!

10:10 – 10:55 a.m.
T102: Federal Government Update
Location: Great Room 1

Shelley H. Metzenbaum, Ph.D., Associate Director of Performance and Personnel Management, U.S. Office of Management and Budget

Moderator: Kenneth Smith, Ph.D., CPA, Assistant Professor of Accounting and Information Science, Willamette University; Academic Adviser to AGA's Certificate of Achievement in SEA Reporting Program

Some new Beltway insiders are looking to improve government efficiency and reform budget practices. President Barack Obama has established the position of chief performance officer at the U.S. Office of Management and Budget, and Jeffrey Zients is at the helm. Working with him is Shelley Metzenbaum, who explains OMB initiatives that will assist and motivate federal agencies to maximize the use of performance information to improve effectiveness, efficiency and transparency.

FOS: MAS
Audience: Federal

11 – 11:50 a.m.
T103: Corporate Solutions Panel: Who Does What and How? (No CPE granted for this session)
Location: Studios 1 & 2

Moderator: Susan Fritzlen, Deputy Executive Director of Programs, AGA

Hear from our Platinum and Gold sponsors about the services they can provide to your government.

11 – 11:50 a.m.
T104: Performance 2.0—From Measurement to Management
Location: Great Room 1

Jon Desenberg, Policy Director, Performance Institute

Moderator: Deborah J. Davis, CGFM, CPA, CPFO, Budget Manager, Hamilton County Government, TN

Dashboards, metrics and transparency have become mainstream topics in local, state and federal government offices around the country. But can we move beyond simply measuring and begin making better decisions? Performance 2.0 incorporates predictive scenario planning, social networking, and budget and resource integration. Yet without a cultural change and deeper leadership understanding and commitment, the promise of performance-based decision-making remains out of reach for many organizations. Jon Desenberg has worked with more than 150 federal, state and local agencies and teaches planning and measurement for more than 4,000 government and non-profit employees annually. He leads a discussion of his latest work, lessons learned and the promise of performance in a new age of transparency at all levels.

FOS: MAS
Audience: All

11:50 a.m. – 1 p.m.
Awards Luncheon
Location: Great Room 2

Join us for a luncheon and the opportunity to network with colleagues and friends. You’ll also have the chance to meet the recipients of AGA’s Certificate of Achievement for SEA Reporting. This prestigious award recognizes those governments that use performance reporting to communicate their accomplishments and future plans to citizens. Also meet the authors of this year’s book, Managing for High Performance Government. Compliments of SAS.

1:05 – 1:55 p.m.
T105: Performance at Risk: What You Should Know About Cyber Attacks
Location: Great Room 1

Tim Young, Former Deputy Administrator for e-Gov

and Information Technology, U.S. Office of Management

and Budget

Moderator: Hemal K. Vaidya, CGFM, Senior Manager, U.S. Federal Practice, Deloitte

What impact will the increasing number and sophistication of cyber attacks have on government agencies’ performance and performance data? And what can you do to minimize the risk?

FOS: MAS
Audience: All

1:05 – 1:55 p.m.
T106: Listening to the Numbers: How to Use Performance Data to Improve Service Delivery
Location: Studios 1 & 2

Fred Klunk, Manager, Program Performance and Projection, Research and Development Division, Board of Probation and Parole, Commonwealth of Pennsylvania

Rebekah Stephens, Planning and Performance Coordinator, Metropolitan Government of Nashville and Davidson County, TN

Moderator: Frank D. Banda, CPA, Principal, Reznick Group P.C.

Your organization already collects performance data. So what's next? Hear from Metro Nashville and the Pennsylvania Board of Probation and Parole about how they are using performance data to make improvements to service delivery.

FOS: MAS
Audience: State & Local

2 – 2:50 p.m.
T107: Citizen-Centric Reports: Are Six States Leading the Charge or Wasting Time?
Location: Studios 1 & 2

Timothy D. West, Ph.D., CPA, Associate Professor of Accountancy, Northern Illinois University

Moderator: Susan Fritzlen, Deputy Executive Director of Programs, AGA

This session offers interactive development of performance measures for page 2 of a Citizen-Centric Report (CCR), along with a practical implementation guide. Page 2 metrics can be used by organizations to demonstrate their efforts to improve both accountability and transparency. Frameworks for assessing accountability and transparency are presented. Attendees will leave with specific tools for developing understandable, comparable and consistent performance metrics for their CCRs.

FOS: MAS
Audience: State & Local

2 – 2:50 p.m.
T108: Performance Measurement: A Management Tool or a Tool for Accountability?
Location: Great Room 1

Daniel Bromberg, Assistant Professor of Public Administration, Rutgers University

Michael Jacobson, Performance Management Director, Office of King County Executive, King County, WA

Gregory Useem, Planning Accountability Officer, Office of Management and Budget, Prince George's County, MD

Moderator: Mark H. Howard, Management Consulting Lead, Accenture

Performance measurement is often used for the dual purposes of achieving accountability and performance improvement. The challenges associated in developing and implementing a system that can achieve both goals are many. Stakeholders, including politicians and citizens, may want to use performance measurement for purposes other than improving performance—mainly accountability. In this session we review some of the major challenges associated with using performance measurement for both purposes and then hold a discussion on the associated challenges.

FOS: MAS
Audience: All

2:50 – 3:15 p.m.
Coffee Break with Exhibitors
Location: Great Room Prefunction

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

3:15 – 4:05 p.m.
T109: Let's Take a Look at Performance-Based Management Reporting
Location: Great Room 1

John Barton, Manager, Public Information and Report Production, Legislative Budget Board, State of Texas

Amy Culbertson, Assistant Director, Performance Management, and CFO, Program Analysis and Evaluation, U.S. Department of Homeland Security

Moderator: Robert J. Shea, Director, Grant Thornton LLP Global Public Sector

This session provides you with the insights of two of the largest public sector performance-based management reporting programs. The state of Texas, with the 15th largest government budget in the world, has been implementing performance management since 1991. Learn the approach they’ve taken and the 15 lessons learned along the way. The U.S. Department of Homeland Security also shares experiences in innovating and adapting performance reporting in ways that improved transparency and made a difference.

FOS: MAS
Audience: All

3:15 – 4:05 p.m.
T110: GASB-Suggested Guidelines for Voluntary Reporting of SEA Performance Information
Location: Studios 1 & 2

Lisa Parker, CPA, Project Manager, Governmental Accounting Standards Board

Moderator: Eveanna Barry, Director, Performance Reporting, AGA

This session discusses in detail GASB’s Suggested Guidelines for Voluntary Reporting of SEA Performance Information. These suggested guidelines provide a common framework for the effective external communication of SEA performance information. The guidelines are designed to assist users in assessing governmental accountability and making economic, social and political decisions, and assist governments in demonstrating their accountability and stewardship over public resources.

FOS: MAS
Audience: All

4:10 – 5 p.m.
T111: AGA Tool Kit on Preparing a Performance Report
Location: Studios 1 & 2

James R. Fountain Jr., CGFM, CPA, Consultant

Moderator: Raechel Barnes, Chief Operating Officer, Weidner, Inc.

This session provides participants with a preview of the upcoming AGA Tool Kit for Preparing an SEA Performance Report. The Tool Kit is designed to help you understand how to prepare a report that contains the performance information in GASB’s Suggested Guidelines for Voluntary Reporting of SEA Performance Information and effectively communicate with citizens. The session also provides participants with the opportunity to make suggestions on how to make the Tool Kit more effective.

FOS: MAS
Audience: All

4:10 – 5 p.m.
T112: One Size Fits All: Creating a Conceptual Framework for Performance Management
Location: Great Room 1

Dan Edds, MBA, PMP, Project Manager, FCS Group

Mike Mucha, Senior Consultant/Analyst, Government Finance Officers Association

Moderator: J.D. Williams, JD, MPA, CGFM, Vice President, State and Local Government, Application Solutions, Oracle

The National Performance Management Advisory Commission is a collaborative effort of 11 leading public sector management organizations that have come together to address the need for governments to go beyond measurement and reporting to focus on performance management and improving results. This session discusses highlights from the commission’s report as well as provides practical examples of how governments have been effective at applying key performance management principles and practices.

FOS: MAS
Audience: All

5:30 – 7 p.m.
Welcome Reception
Location: Great Room 2

Join us for a networking reception, a little bite and a “fang-tastic” time. This Twilight-themed reception will make you want to sink your teeth into some succulent food and great conversation with colleagues and friends. This event is compliments of Grant Thornton LLP Global Public Sector. See you at Twilight!

Friday, November 6
7 a.m. – 4 p.m.
Registration Desk Open
Location: Great Room Prefunction

7 – 8 a.m.
Breakfast with Exhibitors
Location: Great Room Prefunction

The perfect way to start the day! Join us for breakfast in the exhibit area. You’ll have the chance for some early networking while visiting your private sector partners and friends.

8 – 9 a.m.
F100: The Chief Executive Officer's Strategic Partnerships: Critical to Driving Transformation Change
Location: Great Room 1

PK Agarwal, Chief Technology Officer, Department of Technology Services, State of California

Bajinder Paul, Chief Information Officer, Office of the Comptroller of the Currency, U.S. Department of the Treasury; Co-Chair PMC 2009 Technical Committee

Rohit Verma, Chief Financial Officer and Head of Strategy, Zurich North America

Moderator: Kenneth R. Horner, Principal and Managing Director, Deloitte Consulting LLP

Today’s chief executive officers are partners in the business transformation of their organizations. This session explores the CIO, CFO and CPO relationship and the best practices they are using to leverage technology, improve accountability and transparency, and deliver innovative business solutions.

FOS: MAS
Audience: All

9 – 9:50 a.m.
F101: Using Performance Measures to Improve Service Delivery
Location: Studios 1 & 2

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

Moderator: Goeff M. DePriest, Senior Manager, Crowe Horwath LLP

AGA is completing a research project to ascertain how state and local governments use performance measures to improve the delivery of programs and services. Learn about the required elements for gaining this additional benefit from performance measures, how the elements have been used in all kinds of jurisdictions, and the extent to which they have been used.

FOS: MAS
Audience: All

9 – 9:50 a.m.
F102: Confessions of Trailblazers: The Real Story
Location: Great Room 1

Barbara C. Cohn Berman, Vice President, National Center for Civic Innovation

Eileen Pierce, MPA, Administrative Services Officer, Community Development Department, City of Grand Rapids, MI

Moderator: Lisa Parker, CPA, Project Manager, Governmental Accounting Standards Board

The Trailblazer Program, operated by the National Center for Civic Innovation’s (NCCI) Center on Government Performance, represents a challenge to government managers to not only improve their performance measures and reports, but also to involve the public in the process. This session, moderated by a Trailblazer, offers information about the Trailblazer program and how it has changed and describes the findings of an independent researcher who has interviewed Trailblazers about their experiences. This session may help you prepare for what has become a new and valuable direction for public managers.

FOS: MAS
Audience: All

9:55 – 10:45 a.m.
F103: Making Performance Management Real: Experiences at Massachusetts Health and Human Services
Location: Great Room 1

Melissa Pullin, Director, Performance Management Unit, EHSResults!, Executive Office of Health and Human Services, Commonwealth of Massachusetts

Moderator: Mark H. Howard, Management Consulting Lead, Accenture

Massachusetts’ HHS is a $13.5 billion, 16-agency, 23,000-employee government organization. For the last two years, a new unit called EHSResults! has been charged with implementing performance management, not as an after-the-fact reporting exercise, but as the driving force for management of the entire organization. This session describes HHS’ performance management approach, and highlights the successful (and the not-so-successful) ways HHS has used performance management within its organization.

FOS: MAS
Audience: State & Local

9:55 – 10:45 a.m.
F104: Public Interest in Government and Performance
Location: Studios 1 & 2

Tom Carpenter, President, Four Creeks Unincorporated Area Council

Diane Douglas, Executive Director, CityClub of Seattle

Moderator: Michael Jacobson, Performance Management Director, Office of King County Executive, King County, WA

As government professionals we know that reporting performance is either the right thing to do or it is expected of us. But what do members of the public and civic organizations think of performance reporting? Hear the perspectives of two community and civic leaders discuss how performance reporting impacts civic engagement, leadership accountability and trust in government.

FOS: MAS
Audience: All

10:45 – 11:15 a.m.
Coffee Break with Exhibitors
Location: Great Room Prefunction

Give yourself that mid-morning boost to get you through the day. Coffee, tea and soda will be served in the Exhibit Hall to give you one more 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.

11:15 a.m. – 12:05 p.m.
F105: Integrating Performance Measures and Community Indicators to Enhance Governance, Citizen Engagement and Results
Location: Great Room 1

Michael Jacobson, Performance Management Director, Office of King County Executive, King County, WA

Allen C. Lomax, Independent Consultant

Moderator: Cheryle A. Broom, CGFM, County Auditor, King County, WA; Co-Chair PMC 2009 Technical Committee

This session focuses on the value and challenges of integrating government performance measures and community indicators. Allen Lomax highlights the Community Indicator Consortium’s project to research and advance the practice of integration. Michael Jacobson shows how one of the largest counties in the country is approaching this integration in strategic planning, management and public reporting. Participants will be engaged in addressing themes around accountability and transparency, community ownership versus government responsibility, and making and measuring progress in community conditions.

FOS: MAS
Audience: All

11:15 a.m. – 12:05 p.m.
F106: Lessons Learned about Strategic Planning and Performance Management
Location: Studios 1 & 2

Scott B. Bassett, MBA, Performance Measurement Program Manager, Audit Services, Department of Transportation, State of Oregon

Matthew Birnie, County Manager, Gunnison County, CO

Moderator: Rebekah Stephens, Planning and Performance Coordinator, Metropolitan Government of Nashville and Davidson County, TN

Hear from representatives of Metro Nashville Government, the Oregon Department of Transportation and Gunnison County, CO, as they share their experiences, from getting started to communicating the data. Don't miss the opportunity to hear about the good, the bad and the ugly of beginning and continuing performance management efforts in government.

FOS: MAS
Audience: State & Local

12:10 – 1 p.m.
F107: Certificate of Achievement in SEA Reporting GOLD Award Recipients—What You Need to Know!
Location: Great Room 1

Moderator: Eveanna Barry, Director, Performance Reporting, AGA

Hear from this year's GOLD award recipients as they share their secrets for preparing an award-winning report.

FOS: MAS
Audience: State & Local

12:10 – 1 p.m.
F108: Doing More with Less: Getting the Most Out of Limited Resources
Location: Studios 1 & 2

Peter Turney, Ph.D., Chief Executive Officer, Cost Technology, Inc.

Moderator: Jim McGimsey, CPA, Senior Account Executive, Performance Management Government Operations, SAS

FOS: PD
Audience: All

1 – 2 p.m.
Luncheon
Location: Great Room 2

Join us for a luncheon and the opportunity to network with colleagues and friends. Compliments of Deloitte.

2 – 2:30 p.m.
F109: Getting the Good (and the Bad) Word Out—Communicating with the Media in a 2.0 World
Location: Great Room 1

Jonathan Walters, Correspondent and Author, Governing magazine

Moderator: Relmond P. Van Daniker, DBA, CPA, Executive Director, AGA

This session covers strategies for improving press relations with an emphasis on communicating effectively in what has become a rapidly shifting, web-based media landscape.

FOS: COM
Audience: All

2:35 – 3:25 p.m.
F110: GMAP Continues
Location: Studios 1 & 2

Jill Satran, Ph.D., Director, Performance and Accountability, Executive Policy Office, State of Washington

Moderator: Harold I. Steinberg, CGFM, CPA, Technical Consultant, AGA

The Government Management Accountability and Performance Program (GMAP) has been widely proclaimed as an innovative, effective approach to improve service delivery at the state level. Hear from the new director on how GMAP has evolved in the last few years, and how applying the principles of performance management has increased results in Washington state.

FOS: MAS
Audience: State & Local

2:35 – 3:25 p.m.
F111: Emerging Practices in Performance-Based Budgeting
Location: Great Room 1

Kristine L. Leiphart, Ph.D., Deputy Chief Financial Officer, Federal Transit Administration

Erin C. Matteson, Assistant State Budget Officer, Office of Management and Budget, State of North Carolina

Moderator: Christian Fuellgraf, Director, Grant Thornton LLP Global Public Sector

This session provides you with recent research and best practices in performance-based budgeting. Kristine Leiphart shares the results of a recent international research study on how six public agencies make budget decisions based upon performance measures. Erin Matteson shares the performance budgeting approach in use by the state of North Carolina. This approach is positively transforming the way budget decisions are made, and can serve as a model for other organizations seeking to move toward a more performance-based budgeting process.

FOS: FIN
Audience: All

3:30 – 4:30 p.m.
F112: Where Do We Go From Here?
Location: Great Room 1

Relmond P. Van Daniker, DBA, CPA, Executive Director, AGA

The Certificate of Achievement in SEA Report Review Program received Alfred P. Sloan Foundation funding for several years, and in December the funding ends. AGA is forging ahead and will continue the program and look for ways to streamline the process. We’d like to share our ideas with you and hear your thoughts for improvement and continuation. Join us for this session—we believe the program is more relevant than ever.

FOS: MAS
Audience: State & Local

4:30 – 4:45 p.m.
Closing Remarks & Adjournment
Location: Great Room 1