2008 Annual Meeting

October 15, 2008

Information Assurance Small Business Association Information Assurance Small Business Association (IASBA)(IASBA)

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Vote in the 2009 Board of Directors

Review IASBA’s genesis, membership and intended value to the US IA marketplace

Review the progress made this inaugural year

Keynote Address by Ms. Jennifer Walsmith – Senior Acquisition Executive, National Security Agency

Celebrate the end of IASBA’s first year of operations

Why Are We Here?Why Are We Here?

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Schedule

3:00 – 3:15: Cast ballots for 2008 Board of Directors

3:15 – 4:00: Welcome and Board of Director’s Annual Report to the Membership

4:00 – 4:25: IASBA Web Portal Enhancements

4:25 – 4:30: Introduce the 2009 Board of Directors &Recognition of Departing Board Members

4:30 – 5:00: Keynote Address - Ms. Jennifer Walsmith Senior Acquisition Executive, National Security Agency

5:00 – 5:10: Closing Thoughts

5:10 – 6:30: Celebration

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NSA IA organizations must achieve their missions under very demanding conditions:• Budgetary constraints• Ever increasing needs for services• Demanding, complex and interdependent customer needs and

requirements• Formal acquisition framework of statutory, regulatory and policy

requirements

Meeting these challenges requires NSA to develop creative, flexible and responsive solutions

Small businesses traditionally provide creativity, technology and responsiveness to the marketplace

The IA SBC Has the Required Characteristics and Capabilities… A “Bridge” is Needed to Better Connect

the NSA IA and SB Communities

ObservationsObservations

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Be an advocate for small businesses supporting the US IA marketplace

Provide the SBC with an identity and “consensus” voice to communicate needs and capabilities more effectively• Collect, aggregate and manage capability, performance and contact

data for small business members• Analyze membership data and articulate SBC’s identity and capabilities• Identify and communicate SBC’s needs• Convey mission priorities, funding issues, program challenges and

technical challenges to the IA SBC Educate and advocate the IA SBC to other stakeholders (e.g., large

businesses and other IA associations) Foster the increased and improved interaction among small

businesses for providing better and more effective solutions Concentrate on the NSA IA Mission as a prototype Expand into other US IA market segments using “lessons learned”

from NSA partnership

IASBA MissionIASBA Mission

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Not-For-Profit 501 C(6) association charted in Maryland – July 10th, 2007

Advocacy and education focus… not marketing or lobbying

Membership - revenues of less than $23M (3 yr. avg.)

Associate memberships - to large businesses, government and academia

Managed by a Board of Directors elected from SBC membership by plurality vote annually

IASBA OrganizationIASBA Organization

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Review of Accomplishments

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IASBA Founding MembersIASBA Founding Members

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Organization Name

SAFE Operations Charles Baggett

Bay State Ron Bruce

Sycamore David Gauvin

G2, Inc. Paul Green

Gemini Security Solutions Peter Hesse

MTI, Inc. Judith McCarty

TRIPRO Consulting Brian McElroy

Cynergy Group Terri Merz

A&N Associates, Inc. John Nicolettos

The Agency Consulting Group Doug Oakley

System/Technology Development Corp. Ron Oklewicz

Secure Technologies Group Dave Pyle

Cyber Defense Agency Sami Saydjari

Praxis Engineering Jerry Schepers

TRESYS Technology Craig Sutherland

The Van Dyke Technology Group Gary Van Dyke

Tailored Access, LLC Steve Wolverton

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And… Here We Are TODAY!

MinervaEngineering

E n v i e t aSecure Communications

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Special Thanks To Our Large Business Members

Finalize BoD structure & operations Implement administrative & financial infrastructure Institutionalize outreach programs & structures

• Members (Small Business, Large Business, Academia & Other Associations)

• Government (NSA) entities• Other Associations

Develop & Implement Calendar of Events for year that support outreach & goals

Define and implement Web site capabilities Finalize marketing collateral

Initial BoD Goals for 2008Initial BoD Goals for 2008

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Organizational StructureOrganizational Structure

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Treasurer’s ReportTreasurer’s Report

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10 July 2007 to 30 Sep 2008Established tax year as 01 Jan – 31 Dec

2007 Balance Sheet report to IRS $0

2008 YTDIncome $26,437.12Expenses $13,229.06Obligations $11,500.00 (web site & annual meeting)

Balance $ 1,708.06

Marketing Committee Report

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Draft Marketing Plan Work in progress Enabler of IASBA goals Supports other IASBA committee plans/actions

Execution Strategy and Tools Web presence enhancements Events Newsletter Directed emails

Provide an opportunity for direct interaction between the small business community (SBC) and the NSA Information Assurance community

Provide a knowledge exchange between the SBC with the goal of providing a larger community with insight into NSA IA mission challenges. More heads thinking about solutions.

Mentor small businesses with unique skills of interest to the NSA IA mission.

Educate and promote Information Assurance skills and interest within the educational institutions.

Networking between both within the SBC and with our government partners.

Operations Committee ReportOperations Committee Report

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Networking Over Lunch: These events are planned for the lunch hour and are intended to provide the opportunity to enjoy lunch while networking. A guest speaker will lead discussions on topics relevant to the community.

NSA – IASBA Partnership Forums: These events are planned for late afternoon and are intended to provide a mechanism to have good discussion and information exchange between the two represented communities.

Overview of EventsOverview of Events

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7 May - 2008 Denny Eshoo, Understanding the "Intelligence Community“. Discussed the history of the IC, it’s current composition, oversight, where the dollars are including the President’s new Cyber initiative.

11 June 2008 - Dan Callahan, Selling into the Intelligence Community.  Dan is the author of the book:  Cracking the Code: The Professional Salesperson's Guide to Penetrating the Intelligence Community.  He provided his insight into what it takes to successfully sell into the IC.

16 July 2008 - Vicki Duvan, What Every Small Business Needs to Know About Recruiting.  Vicki Duvan is an owner and president of Strategic Resource Group. Vicki has 25 years experience in the recruiting arena. Vickie provided insight into what it takes to successfully identify and close on quality candidates. She addressed the particular challenges facing small businesses in today’s competitive market.

26-27 August 2008 – IASBA Members, MPO Small Business Acquisition Conference. Five members of the IASBA participated in the conference.

24 September 2008 – Panel, MPO Small Business Acquisition Conference Summary. The IASBA participants of the small business acquisition conference briefed the membership on the discussions and actions. Topics included names and contact information for the BA 3 organization, details of the FAR/DFAR affecting T&M contracts, reasons for breaking the one stop process and the move of contractors to spaces outside of NSA proper.

IASBA EVENTS - 2008

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29 October 2008 – SBC/MPO Roundtable, 3 - 5 p.m. “Small business issues in a turbulent market”. Each participant will give their view on NSA IA mission priorities, funding issues, programs, challenges, and any insight on how small businesses can better serve this community. This will be followed up with some time for the audience to ask questions and interact with the government participants.

13 November 2008 – Bob Peksa, DA3C, 11:30 – 13:00, Timbuktu. “NSA Cost and Pricing”. Bob will speak on cost and pricing best practices, resources available to the SBC for pursuing DCAA audits, and issues associated with price/cost submissions. He will also take questions from the members.

28 January 2009 – Ken Bricker, Goodman & Co., 11:30 – 13:00, Timbuktu. “Surviving a DCAA Audit”. Ken will address the roadmap to a successful DCAA audit.

25 February 2009 – Martha Meehan, NSA TS (tentative) TBD

25 March 2009 – TBD, 15:00 – 17:00, Cyber Initiative

IASBA UPCOMING EVENTS

Guests: Charles Stein, IA PEO Joe Balsamo, DA35 Monty Dzurenko, I09Pamela Porter, SADBU

Location:SAIC7035 Albert Einstein Dr.Columbia, MD 21046

Outreach Committee Report

Government: • IAD Office and Division Levels• Cross Domain offices• NAIS• Correspondence

Industry:• MMM• AFCEA• IA-Conferences• Business Development Lunches

Academia:• Scholarships• Local College & University

Industry Liaison• Internships• School Adoptions

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Objective: Reach out to Government, industry, and academia to establish mutually beneficial partnerships and awareness.

Goals: Systematically and intentionally approach decision makers and influencers and convey the value added of the IA-SBA

Enhancements to www.ia-sba.org

On-line Payment with PayPal Membership Forum Membership Database

Membership Chairperson's ReportMembership Chairperson's Report

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On-line Payment Using• New Membership Registration• Membership renewal• Event Registration

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Membership Chairperson's ReportMembership Chairperson's Report

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Membership Forums• Resume and Candidates Availability• Technical Discussion• President’s Blog• Resource sharing i.e. SCIF Space availability• Teaming and Contract information

Membership Chairperson's Report (Cont’d)Membership Chairperson's Report (Cont’d)

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Membership Database• Comprehensive membership profile

Certifications Core Capabilities Resources Available (i.e. Laboratories, SCIF ) And much more…

• Powerful search tools• Password protected

Membership Chairperson's Report (Cont’d)Membership Chairperson's Report (Cont’d)

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Membership Chairperson's Report (Cont’d)Membership Chairperson's Report (Cont’d)

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Membership Chairperson's Report (Cont’d)Membership Chairperson's Report (Cont’d)

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Membership Chairperson's Report (Cont’d)Membership Chairperson's Report (Cont’d)

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Membership Chairperson's Report (Cont’d)Membership Chairperson's Report (Cont’d)

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Membership Chairperson's Report (Cont’d)Membership Chairperson's Report (Cont’d)

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Thank you Compass Information System!www.compassinfo.net

IASBA members look for an email coming soon with your user ID and password

Let us know what you would like to see and provide feedback to the BOD!

This web site is for you!

Membership Chairperson's Report (Concluded)Membership Chairperson's Report (Concluded)

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Web Portal Enhancements

Directors. Shall be members in good standing elected at the annual meeting of Members by a plurality vote

Number. Shall be not less than five (5) or more than ten (10)

Term. Directors shall take office at the adjournment of the annual meeting and remain in office for one year or until the following annual meeting of Members

Quorum. The presence, in person or by proxy, of Members representing twenty percent (20%) of the total votes in the Association shall constitute a quorum

Voting. Corporate Members shall be entitled to one (1) vote per Member. Affiliate Members are not entitled to a vote

Election Process Election Process

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Departing Directors Recognition

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2009 Board of Directors

Introduction

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Key Note Address

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Closing Thoughts