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Please note that the Summit is held in Eastern time. 

Thursday, June 11, 2020 | 8am - 12:10pm ET

7:30 a.m. 
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PDF agenda

8– 8:10 a.m.
Welcome and Overview 

  • Ann Ebberts, CEO, AGA

8:10–9:00 a.m.
T100: The Drive for Evidence-based Policymaking 
Newly appointed Evaluation Officers tell their stories of the successes and challenges they have had implementing and adopting the spirit of the Foundations for Evidence-based Policymaking Act.

T100 - handouts

  • Jason Bossie, Director, Small Business Administration
    BIOGRAPHY: Jason has served as the Director of the Office of Performance Management at the U.S. Small Business Administration since 2014. He leads a professional staff in the implementation of the Government Performance and Results Modernization Act, Program Management Improvement Accountability Act, and the Foundations for Evidence-based Policymaking Act. He has championed results-driven management through strategic planning, performance analysis, management reviews, program management, and program evaluation. Prior to joining the SBA, Jason held positions designing and implementing performance management systems across other federal, state, and local government agencies, including the U.S. Environmental Protection Agency. He holds an M.S. in public policy and management from Carnegie Mellon University and a B.A. in political science from West Virginia University. He is also a graduate of the Excellence in Government Fellows program sponsored by the Partnership for Public Service.
  • Christine Heflin, Director of Performance Excellence, U.S. Department of Commerce
  • Jed Herrmann, Vice President - State and Federal Policy Implementation, Results for America

M: Amber Heimberg, Director, Guidehouse

9:00–9:10 a.m. 
Break | Transition to Next Session

9:10–10:00 a.m.
T101: OMB Initiatives to Maximize Results 
Agencies are leveraging Strategic Reviews to learn and improve. OMB's new grants guidance takes another crack at righting the balance between accountability and results. Agencies are using ERM programs to mitigate risks, but to what extent are they integrating evidence, their Learning Agendas or Evaluation Plans into their ERM programs?

T101 - handouts

  • Dan Kaneshiro, Senior Policy Analyst, U.S. Office of Management and Budget

    Dan Kaneshiro is a Senior Policy Analyst with the Office of Management and Budget, Office of Federal Financial Management, where he is the lead for OFFM’s work on Enterprise Risk Management, Internal Controls, Reporting and Data Integrity, Financial Systems, Shared Services, Debt Collection, Audit and Inspectors General Issues.  Additional responsibilities include Data Analytics, Disaster Relief Funding, Fraud and Program Integrity.  

    Dan is responsible for the implementation of OMB Circular No. A-123, Management’s Responsibility for Enterprise Risk Management and Internal Control; A-123 Appendix A, Management of Reporting and Data Integrity Risk; A-123 Appendix D, Compliance with the FFMIA (Financial Systems); OMB Circular No. A-50, Audit Follow-up; as well as key sections of both OMB Circular No. A-129, Policies for Federal Credit Programs and Non-Tax Receivables and OMB Circular No. A-11, Preparation, Submission, and Execution of the Budget.  

    Prior to OMB, Dan served 10 years with the U.S. Government Accountability Office, where he planned, designed and implemented key sections of performance audits, special studies and investigations of alleged fraud, waste and abuse.  Prior to GAO, Dan held positions with the Hawaii Judiciary and Hawaii Department of Public Safety. 

    Dan received both his undergraduate degree in Psychology with a Certificate in Criminal Justice and a Masters of Public Affairs with an emphasis in Policy Analysis from the University of Wisconsin-Madison.  He also received a Juris Doctor from the Columbus School of Law at the Catholic University of America.    

  • Nicole Waldeck, Senior Policy Analyst, U.S. Office of Management and Budget

    Nicole Waldeck is a Policy Analyst with the Office of Management and Budget (OMB), Office of Federal Financial Management (OFFM). In this role, Nicole collaborates to provide government-wide policy on the award, administration, and management of Federal financial assistance. She leads government-wide initiatives to improve Federal financial assistance policies, processes, and systems while engaging with Government and non-Federal stakeholders on key issues. Nicole is the OMB lead for the Performance Management Work Group for the Results-Oriented Accountability Cross-Agency Priority Goal for the President’s Management Agenda.

    Working in both the private and public sectors for over a decade, Nicole is passionate about improving government accountability, efficiency and transparency. Prior to OMB, Nicole worked at the Overseas Private Investment Corporation (OPIC) where she provided oversight of agency programs, performed budget formulation and execution activities, developed complex models, and lead agency initiatives. In the private sector, Nicole collaborated on Six Sigma process improvement projects and multifaceted analytical projects.

    Nicole is currently pursuing her Master of Public Policy Degree at the Schar School at George Mason University and has a Bachelor of Science Degree in Finance from the University of Central Florida. She is also a certified Project Management Professional (PMP). Nicole lives in Arlington, Virginia with her husband and dog Wrigley.

  • Adam Lipton, Performance Manager, U.S. Office of Management and Budget

M: Karin O'Leary, Associate Partner, IBM
Expert in federal budgeting and financial management. Before joining IBM in June 2018, Karin was a career executive in both the Judicial and Executive Branches of Government; with over 25 years of government service. 

10:00–10:20 a.m. 
Coffee Break On Your Own | Sponsors presentation

10:20–11:10 a.m.
T102: Setting the Right Strategy 
Agencies are obligated to update their strategic plans one year following the next presidential inauguration. How can they get the most out of defining their strategies and aligning the organization to new goals?

  • Gerard Badorrek, Chief Financial Officer, General Services Administration
  • Steve Brockelman, Director of Performance and Analytics, General Services Administration
  • Steve Sanford, Senior Advisor, GAO

M: Mary Goldsmith, National Federal Sector Director, RSM

11:10–11:20 a.m. 
| Transition to Next Session

11:20–12:10 p.m.
T103: Congress' Expectation for Evidence and Results 

Congress showed rare bipartisan enthusiasm for evidence-based policymaking when it enacted the Evidence Act. How is it demonstrating an expectation for more evidence and greater results?

T103 - handouts

  • Nichole Dunn, Chief of Staff, Congressman Ben Adams
  • Christian Hoehner, Deputy Policy Director, House Committee on Oversight and Government Reform
  • Satya Thallam, Policy Advisor, U.S. Office of Management and Budget

M: Robert Shea, Principal, Grant Thornton

12:10 p.m. 
Closing Remarks