Program and schedule


Financial Systems Summit

Jan. 17, 2018 | Washington or virtual | 6 CPEs

discussing federal financial management systems in a budget-constrained environment




Virtual schedule 

Note: Agenda for virtual live streaming is based on popular sessions only. Participants attending virtually will not be able to select sessions of their choice. Please see General Information for more details.

7:30 – 8:30 a.m.
Badge pickup and coffee in exhibit hall

8:30 – 9 a.m. 
Welcome and overview

  • Ann Ebberts, CEO, AGA
  • Beth Angerman, Executive Director, USSM, General Services Administration

9 – 9:50 a.m.
F100: Emerging Technologies and Organizational Impact
Blockchain, open source, drones…learn about emerging technologies and identify areas of opportunity for use in government.

  • Andrea Brandon, Deputy Assistant Secretary, U.S. Department of Health and Human Services
  • Seth Fargen, Deputy Director, U.S. Coast Guard
  • Craig Fischer, Program Manager, U.S. Department of the Treasury

Moderator: Malcolm Harden, Vice President, Consulting, CGI

session handout

9:50 – 10:40 a.m.
F101: Using Analytics to Target Fraud Risk
Learn how to apply analytic techniques to identify anomalous patterns that could indicate fraud.

  • Tom Brandt, Chief Risk Officer, Internal Revenue Service
  • Joah Iannotta, Director of DNP, U.S. Department of the Treasury

Moderator:  Linda Miller, Director, Grant Thornton LLP

10:40 – 11:10 a.m.
Coffee break in exhibit hall

11:15 a.m. – 12:30 p.m.   
F102: Under (Cyber) Attack — What Do We Do Now?
Hear best practices and learn from experience in protecting government information in an ever-evolving and complex cybersecurity environment.

  • Branko S. Bokan, PBGC, Enterprise Cybersecurity Division
handout: bokan


  • ​Jarvis Rodgers, IT Audit Director, U.S. Department of Health and Human Services OIG
handout: rodgers

​Moderator: Patrick Kelly, IT Audit Director, CliftonLarsonAllen

12:30 – 1:30 p.m.  
Lunch in exhibit hall

1:30 – 2:20 p.m.   
Concurrent sessions:

F103A: Running IT Like a Business
What is technology business management (TBM)? What is being required of agencies? Learn from who is implementing it and their lessons learned, as well as benefits they have experienced.

  • Janice Ausby, Deputy CIO for Business and Information Resource Management, U.S. Department of Housing and Urban Development
  • Kelly Morrison, Performance Analyst, Office of Management and Budget 
  • Amy Haseltine, Executive Director; Office of IT Strategy, Policy and Governance; U.S. Department of Health and Human Services

Moderator: Ty Enmark, PMP, Managing Director, KPMG Management Consulting

F103B: Digitizing the CFO Office
Learn how finance is going digital, including the use of artificial intelligence (AI) and automation in accounting, auditing and reporting functions.

  • Seth Fargen, Deputy Director, U.S. Coast Guard

​Moderator: Rowan Miranda, Managing Director, CFO Advisory Practice Lead, Accenture Federal Services

session handout
F103C: Essential Elements of DoD Reform:  Building an Enterprise Cost Framework
  • Mark Easton, CDFM-A, Deputy CFO, Department of Defense
  • David Tillotson, Assistant Deputy Chief Management Officer, Department of Defense 

Moderator: Deb Delmar, Managing Partner, Vanguard Advisors LLC

session handout

2:20 – 2:50 p.m. 
Coffee break in exhibit hall

2:50 – 3:40 p.m.
Concurrent sessions:

F104A: Sunset Those Legacy IT Systems: Exploring the Art of the Possible
Learn best practices from agencies that have successfully eliminated legacy IT systems.

  • Dorsy Yoffie, Deputy Director, USSM, General Services Administration
  • Victoria McFadden, General Services Administration
  • Christine Rodriguez, Assistant Director, U.S. Department of Homeland Security 

Moderator: Diana Gowen, SVP and General Manager — Federal Division, MetTel          

F104B: Mining Cost Savings in Shared Applications
A review of deployed SaaS applications in the government space, including best practices for optimal deployment, governance and use.

  • Jeremy Wood, Director of Enterprise Architecture, Millennium Challenge Corporation
  • Akanksha Sharma, Acting Director of Enterprise Architecture, Policy and Planning; General Services Administration
  • Rob Wuhrman, Enterprise Solutions Architect, General Services Administration, Unified Shared Services Management
  • Chandra Motam, GTM/Program Manager, U.S. Department of Housing and Urban Development

Moderator: Todd Hager, Vice President, Macro Solutions

F104C: We’ve Got the DATA…Now What?
Understand how agencies and USASpending are using DATA Act data to gain insights and answer questions, particularly through data visualization. 

  • Amy Edwards, Senior Advisor, Financial Transparency, U.S. Department of the Treasury
  • Tim Gribben, Chief Financial Officer and Associate Administrator for Performance Management, Small Business Administration
  • Dan Morgan, Chief Data Officer, U.S. Department of Transportation

Moderator: Dave Mader, Chief Strategy Officer, Deloitte Consulting

session handout


3:40 – 4:30 p.m.
F105: Charting a Course: Leveraging Reform to Drive Financial System Modernization
With the Cybersecurity Executive Order, IT Modernization Strategy, Agency Reform Plans and new technology innovations, now more than ever agencies are taking a hard look at how best to modernize their financial systems. Join this session to learn how government and private sector organizations are leveraging calls for agency reform and technology advances including RPA, Cloud and Analytics to drive financial system modernization.


  • Mark Rose, Director of Financial Operations/ Comptroller, U.S. Coast Guard
  • Cindy Gallagher, Senior Vice President, Global Business Services Controller, Discovery Communications
  • Melissa Glynn, Assistant Secretary for Enterprise Integration, U.S. Department of Veterans Affairs

Moderator: Bill Colbert, Partner, EY

4:30 – 4:45 p.m.
Closing remarks

  • Dave Fitz, FSS Chair and Partner, KPMG LLP