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The Clearing
Knowledge Curator

Nov. 14 | Washington | 8 CPEs | 6 PDUs

Government employees: Complimentary
Private sector individuals: $259

This summit does NOT offer virtual participation.

Co-hosted by:

Program and Schedule

Bios can be viewed by clicking on each individual's name below.

7 – 8 a.m.
Badge Pickup and Continental Breakfast in the Solutions Hall


8 – 8:15 a.m.
Opening Remarks


8:15 – 9:05 a.m.
T100: Shared Services: A Force Multiplier for Multiple Cross Agency Priority (CAP) Goals |  FOS: MGMT

These executives will discuss how shared service transformations accelerate realization of CAP Goals beyond Sharing Quality Services. Discussion to include how the various components of a shared service/service delivery transformation also serves to improve IT, data, customer experience, and accountability while also benefitting the government workforce.

  • Charles Keckler, Senior Advisor, U.S. Department of Health & Human Services 
  • Dave Lebryk, Fiscal Assistant Secretary, U.S. Department of the Treasury
  • Earl Pinto, Deputy Associate Administrator, General Services Administration 

M: Dave Mader, Chief Strategy Officer, Civilian Sector, Deloitte


9:05 – 9:55 a.m.
T101: Keynote Address: Sharing Quality Services CAP Goal Initiative: A Leaders' Perspective | FOS: MGMT
With the adoption of common business practices, Cloud Services and FedRAMP standards in place, remarks will focus on how the federal government can and will measure progress to ensure successful outcomes.

  • Suzette Kent, Chief Information Officer of the United States, Office of Management and Budget

M: Allen Sackadorf, Senior Director, Infor Federal

Fireside Chat

  • Amy Edwards, Deputy Assistant Secretary, Accounting Policy and Financial Transparency, U.S. Department of the Treasury Fiscal Service 
  • Reginald Brown, Principal Deputy Associate Director, OPM HR Solutions

M: Allen Sackadorf, Senior Director, Infor Federal


9:55 – 10:25 a.m.  
Coffee Break in Solutions Hall


10:25 – 11:15 a.m.
T102: How QSMOs Are Transforming the Marketplace | FOS: MGMT
Learn how the Quality Service Management Offices (QSMOs) for core financial management, cybersecurity, and grants management services are designing and establishing their marketplaces. Panelists will share details on recent and planned accomplishments and how they stand to support agency customers.

  • Sheila Conley, Deputy Assistant Secretary and Deputy Chief Financial Officer, U.S. Department of Health & Human Services
  • Matt Miller, Deputy Commissioner, Fiscal Accounting & Shared Services, Bureau of the Fiscal Service, U.S. Department of the Treasury
  • Jim Sheire, Branch Chief, Cybersecurity and Infrastructure Security Agency, U.S. Department of Homeland Security

M: Jennie Melchior, Director, Guidehouse


11:15  – 12:05 p.m. 
T103: What's Working "On the Ground" in Leading Agencies | FOS: MGMT
Only one cabinet department has migrated its financial system to a shared service provider, while other, similar efforts, were abandoned. Now, a renewed effort is underway, guided by OMB, Treasury and GSA, to reduce the number of separate financial and administrative systems.  What has changed? Learn from these department’s respective CFOs what worked at HUD, and what lessons are being incorporated into their latest efforts by Commerce and Labor.     

  • Irv Dennis, Chief Financial Officer, U.S. Department of Housing & Urban Development
  • Steve Kunze, Deputy Chief Financial Officer, U.S. Department of Commerce
  • James Williams, Chief Financial Officer, U.S. Department of Labor

M: Jim Taylor, Managing Director, Grant Thornton LLP


12:05  – 12:50 p.m.
Lunch in Solutions Hall


12:50 – 1:40 p.m.
T104: Balancing Risk and Trust: Incentivizing Private Capital in the Federal Environment | FOS: IT
Panelists will offer insights and strategies to create an environment that enables successful private capital investment in technology systems modernization. 

  • Ken Buck, Professor of Acquisition Management, University of Virginia
  • Pat McNall, Deputy Chief Counsel, Federal Aviation Administration
  • Steve Redburn, Professor of Public Policy and Public Administration, George Washington University

M: Sam Bellas, Senior Manager, EY


1:40 – 2:30 p.m.
T105: Shared Services Operating Models | FOS: MGMT
Panelists will discuss a range of shared services operating models that can be used to deliver transaction processing services to government agencies.

M: James Harris, Senior Manager, Accenture

2:30 – 3:00 p.m.
Beverage Break in Solutions Hall

3:00 – 3:50 p.m.
T106: Stakeholder Engagement | MGMT
As agencies move to systems modernization and consolidation it’s critical to have stakeholder engagement for success.  Our panel will discuss what tactics and approaches were used to ensure that stakeholder engagement occurred and brought meaningful results to various IT initiatives, including pitfalls to avoid and lessons learned.

  • Patrice Clement, Senior Technology Advisor, U.S. Department of Housing & Urban Development
  • Traci Smith, Program Manager, U.S. Department of Labor

M: Patrick Pendergast, Director, TeraThink


3:50 - 4:40 p.m. 
T107: Keynote Address:  Strategic Workforce Planning for the Workplace of the Future | FOS: HR
The technological and cultural landscapes are quickly changing, and the workforce must evolve, or risk being left behind.  The President’s Management Agenda has identified building the workforce of the future as a key pillar in their effort to keep current and modernize. Come listen to how the federal government is tackling the challenge and how agencies are utilizing their human capital strategies to ensure workers have the tools and skills needed to achieve the vision of creating a workforce for the 21st century.

M: Gregg Mossburg, Senior Vice President, CGI

4:40 - 4:45 p.m.
Closing Remarks

  • John Marshall, President and CEO, Shared Services Leadership Coalition